iSHARES TRUST - IJH
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 23 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 124,791,222 | 8,236,220 | 5.21% | 5.34% | 1 | +2,142,484 | 1.75% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 69,097,876 | 4,560,459 | 0.33% | 0.3% | 2 | +1,179,255 | 1.74% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 58,545,723 | 3,864,017 | 0.68% | 0.65% | 3 | +2,998,287 | 5.4% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 52,370,849 | 3,456,476 | 0.63% | 0.65% | 4 | -133,621 | -0.25% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 47,714,343 | 3,149,146 | 0.16% | 0.14% | 5 | +6,134,648 | 14.75% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 36,986,458 | 2,441,106 | 0.15% | 0.15% | 6 | -56,587 | -0.15% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 35,824,382 | 2,364,409 | 0.74% | 0.81% | 7 | -2,836,041 | -7.34% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 34,200,178 | 2,257,211 | 0.67% | 0.65% | 8 | -354,250 | -1.03% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 29,556,481 | 1,950,727 | 0.24% | 0.23% | 9 | +1,228,533 | 4.34% | Q4 2025 | Mar 25, 2026 |
| LPL Financial LLC | History | Added to | 29,123,810 | 1,922,171 | 0.52% | 0.53% | 10 | +1,406,203 | 5.07% | Q4 2025 | Feb 11, 2026 |
| BlackRock, Inc. | History | Added to | 26,691,520 | 1,761,640 | 0.03% | 0.03% | 11 | +1,251,907 | 4.92% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 25,229,492 | 1,665,147 | 0.27% | — | 12 | +25,229,492 | New | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 23,466,166 | 1,548,766 | 0.2% | 0.19% | 13 | +247,896 | 1.07% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 23,132,303 | 1,526,731 | 0.25% | 0.24% | 14 | +47,675 | 0.21% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 16,208,217 | 1,069,742 | 0.07% | 0.06% | 15 | -188,978 | -1.15% | Q4 2025 | Feb 11, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 15,669,801 | 1,034,206 | 7.21% | 7.3% | 16 | +230,307 | 1.49% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 15,612,476 | 1,030,423 | 0.56% | 0.62% | 17 | -18,037 | -0.12% | Q4 2025 | Feb 06, 2026 |
| Mariner, LLC | History | Added to | 15,042,290 | 992,815 | 1.18% | 1.21% | 18 | +685,469 | 4.77% | Q4 2025 | Feb 13, 2026 |
| Acorns Advisers, LLC | History | Added to | 13,652,129 | 901,040 | 6.76% | 6.73% | 19 | +536,820 | 4.09% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 11,197,934 | 739,063 | 8.62% | 9.45% | 20 | +1,191,305 | 11.91% | Q4 2025 | Feb 05, 2026 |
| REGIONS FINANCIAL CORP | History | New | 9,971,281 | 658,104 | 4.21% | — | 21 | +9,971,281 | New | Q4 2025 | Jan 27, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 9,267,499 | 611,654 | 0.82% | 0.83% | 22 | -157,759 | -1.67% | Q4 2025 | Feb 02, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 9,057,211 | 597,775 | 2.14% | 2.13% | 23 | -244,833 | -2.63% | Q4 2025 | Jan 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 8,900,725 | 587,509 | 0.13% | 0.13% | 24 | -58,136 | -0.65% | Q4 2025 | Feb 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 8,223,783 | 542,769 | 1.03% | 1.03% | 25 | -75,974 | -0.92% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 7,881,074 | 520,150 | 0.57% | 0.58% | 26 | +114,880 | 1.48% | Q4 2025 | Feb 06, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Reduced | 7,792,453 | 514,301 | 12.25% | 12.21% | 27 | -45,905 | -0.59% | Q4 2025 | Feb 02, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 7,792,453 | 514,301 | 10.56% | 10.31% | 28 | -45,905 | -0.59% | Q4 2025 | Feb 10, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 7,642,952 | 504,434 | 4.01% | 5.09% | 29 | -7,275,118 | -48.77% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 6,993,740 | 463,001 | 2.42% | 2.73% | 30 | +460,151 | 7.04% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 7,006,604 | 462,454 | 1.78% | — | 31 | +7,006,604 | New | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,827,466 | 450,661 | 0.27% | 0.27% | 32 | +681,477 | 11.09% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 6,595,206 | 435,283 | 0.15% | 0.16% | 33 | +28,772 | 0.44% | Q4 2025 | Feb 12, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 6,015,226 | 397,004 | 5.04% | 3.71% | 34 | +1,572,184 | 35.39% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Added to | 5,429,206 | 358,327 | 2.06% | 2.16% | 35 | +114,027 | 2.15% | Q4 2025 | Feb 13, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 5,372,551 | 354,588 | 9.17% | 9.45% | 36 | +27,664 | 0.52% | Q4 2025 | Jan 28, 2026 |
| Starboard Value LP | History | No change | 5,250,656 | 346,543 | 6.56% | 6.45% | 37 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 5,170,837 | 341,275 | 0.45% | 0.49% | 38 | -625,195 | -10.79% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 5,102,306 | 336,753 | 0.49% | 0.53% | 39 | +110,082 | 2.21% | Q4 2025 | Feb 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,088,696 | 335,854 | 0.39% | 0.4% | 40 | -86,522 | -1.67% | Q4 2025 | Jan 30, 2026 |
| Creative Planning | History | Reduced | 4,760,563 | 314,197 | 0.22% | 0.24% | 41 | -27,436 | -0.57% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 4,680,367 | 308,904 | 0.98% | 0.98% | 42 | -8,351 | -0.18% | Q4 2025 | Feb 02, 2026 |
| Circle Wealth Management, LLC | History | Added to | 4,614,881 | 304,582 | 4.69% | 5.39% | 43 | +372,518 | 8.78% | Q4 2025 | Feb 13, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Added to | 4,596,783 | 303,388 | 3.43% | 3.44% | 44 | +41,576 | 0.91% | Q4 2025 | Feb 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 4,585,531 | 298,649 | 0.41% | 0.29% | 45 | +1,131,102 | 32.74% | Q4 2025 | Mar 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 4,523,297 | 298,537 | 1.79% | 1.76% | 46 | +120,952 | 2.75% | Q4 2025 | Feb 09, 2026 |
| Cetera Investment Advisers | History | Added to | 3,631,061 | 239,650 | 0.26% | 0.26% | 47 | +229,089 | 6.73% | Q4 2025 | Feb 17, 2026 |
| DAVIS R M INC | History | Added to | 3,569,736 | 235,602 | 4.06% | 3.68% | 48 | +344,843 | 10.69% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 3,465,910 | 228,750 | 0.36% | 0.36% | 49 | +13,457 | 0.39% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 3,309,147 | 218,403 | 0.53% | 0.53% | 50 | +272,209 | 8.96% | Q4 2025 | Feb 13, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 3,346,008 | 214,005 | 4.75% | 5.49% | 51 | -351,833 | -9.51% | Q4 2025 | Feb 04, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 3,172,308 | 209,372 | 0.05% | 0.05% | 52 | +150,065 | 4.97% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,079,521 | 203,248 | 1.11% | 1.09% | 53 | +174,722 | 6.01% | Q4 2025 | Feb 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 3,032,779 | 200,163 | 2.68% | 2.82% | 54 | -120,127 | -3.81% | Q4 2025 | Jan 30, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 2,920,753 | 192,769 | 3.88% | 3.74% | 55 | +134,600 | 4.83% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,888,646 | 190,650 | 0.34% | 0.31% | 56 | +488,146 | 20.34% | Q4 2025 | Mar 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,860,883 | 188,853 | 0.28% | 0.27% | 57 | -69,979 | -2.39% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 2,775,837 | 183,205 | 0.73% | 0.68% | 58 | -5,125 | -0.18% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,550,909 | 175,522 | 0.24% | 0.26% | 59 | -52,072 | -2.0% | Q4 2025 | Jan 08, 2026 |
| Haverford Trust Co | History | Added to | 2,585,227 | 170,624 | 1.52% | 1.52% | 60 | +11,466 | 0.45% | Q4 2025 | Feb 13, 2026 |
| BLB&B Advisors, LLC | History | Added to | 2,491,663 | 164,449 | 6.87% | 6.6% | 61 | +150,234 | 6.42% | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,479,082 | 163,619 | 0.15% | 0.14% | 62 | +78,040 | 3.25% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 2,448,134 | 161,576 | 3.03% | 3.05% | 63 | -32,334 | -1.3% | Q4 2025 | Feb 04, 2026 |
| Focus Partners Wealth | History | Added to | 2,416,210 | 159,467 | 0.18% | 0.21% | 64 | +412,499 | 20.59% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,327,527 | 153,616 | 0.29% | 0.3% | 65 | +89,531 | 4.0% | Q4 2025 | Feb 17, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 2,283,286 | 150,696 | 5.26% | 5.19% | 66 | +23,033 | 1.02% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 2,275,104 | 149,868 | 0.23% | 0.25% | 67 | -26,934 | -1.17% | Q4 2025 | Feb 18, 2026 |
| Alaska Permanent Capital Management, LLC | History | Reduced | 2,220,425 | 146,553 | 11.1% | 11.02% | 68 | -74,712 | -3.26% | Q4 2025 | Feb 13, 2026 |
| Members Trust Co | History | Added to | 2,164,597 | 142,863 | 4.66% | 4.64% | 69 | +1,721 | 0.08% | Q4 2025 | Jan 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 2,110,354 | 139,283 | 0.59% | 0.59% | 70 | +27,615 | 1.33% | Q4 2025 | Feb 17, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 2,035,302 | 134,329 | 6.82% | 6.95% | 71 | -17,984 | -0.88% | Q4 2025 | Feb 03, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 1,958,248 | 129,244 | 9.0% | 8.85% | 72 | +86,210 | 4.61% | Q4 2025 | Jan 07, 2026 |
| WHITTIER TRUST CO | History | Added to | 1,820,410 | 125,171 | 1.36% | 1.36% | 73 | +8,776 | 0.48% | Q4 2025 | Jan 26, 2026 |
| SWF LLC | History | No change | 1,868,846 | 123,343 | 12.47% | 12.5% | 74 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 1,850,827 | 122,154 | 2.12% | 0.48% | 75 | +1,536,335 | 488.51% | Q4 2025 | Feb 09, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 1,840,661 | 121,483 | 5.28% | 5.46% | 76 | -44,971 | -2.38% | Q4 2025 | Feb 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 1,832,117 | 120,919 | 3.34% | 3.28% | 77 | +59,664 | 3.37% | Q4 2025 | Feb 03, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,820,602 | 120,159 | 1.6% | 1.84% | 78 | -91,876 | -4.8% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 1,804,699 | 119,110 | 1.35% | 1.36% | 79 | -30,195 | -1.65% | Q4 2025 | Feb 13, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 1,787,803 | 117,994 | 2.16% | 2.35% | 80 | +76,186 | 4.45% | Q4 2025 | Jan 28, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 1,725,917 | 113,910 | 5.12% | 5.32% | 81 | +36,886 | 2.18% | Q4 2025 | Jan 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 1,722,738 | 113,700 | 0.86% | 0.89% | 82 | +15,353 | 0.9% | Q4 2025 | Feb 12, 2026 |
| BOKF, NA | History | Reduced | 1,676,690 | 110,661 | 1.69% | 1.65% | 83 | -7,959 | -0.47% | Q4 2025 | Feb 03, 2026 |
| GREENLEAF TRUST | History | Reduced | 1,644,259 | 108,521 | 0.99% | 1.34% | 84 | -616,594 | -27.27% | Q4 2025 | Jan 21, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,635,791 | 107,962 | 0.17% | 0.14% | 85 | +220,469 | 15.58% | Q4 2025 | Feb 05, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 1,614,065 | 106,528 | 4.47% | 4.47% | 86 | +23,797 | 1.5% | Q4 2025 | Feb 10, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 1,602,356 | 105,755 | 1.54% | 1.6% | 87 | -33,459 | -2.05% | Q4 2025 | Feb 09, 2026 |
| AlTi Global, Inc. | History | Reduced | 1,600,683 | 105,645 | 2.27% | 2.8% | 88 | -226,645 | -12.4% | Q4 2025 | Feb 13, 2026 |
| Lutz Financial Services LLC | History | Added to | 1,578,398 | 104,174 | 7.08% | 7.03% | 89 | +89,867 | 6.04% | Q4 2025 | Feb 06, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 1,517,564 | 100,159 | 5.37% | 5.4% | 90 | +18,843 | 1.26% | Q4 2025 | Jan 29, 2026 |
| Klingman & Associates, LLC | History | Added to | 1,512,766 | 99,842 | 4.82% | 4.76% | 91 | +67,967 | 4.7% | Q4 2025 | Jan 29, 2026 |
| Chandler Asset Management, Inc. | History | Added to | 1,475,728 | 97,398 | 15.41% | 15.16% | 92 | +60,340 | 4.26% | Q4 2025 | Feb 13, 2026 |
| Constellation Investments, Inc. | History | Reduced | 1,420,000 | 93,720 | 2.89% | 4.59% | 93 | -85,000 | -5.65% | Q4 2025 | Jan 21, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 1,417,770 | 93,572 | 6.46% | 6.44% | 94 | +43,068 | 3.13% | Q4 2025 | Feb 13, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 1,412,434 | 93,220 | 6.17% | 6.1% | 95 | +37,963 | 2.76% | Q4 2025 | Jan 27, 2026 |
| Accredited Investors Inc. | History | Reduced | 1,412,318 | 93,213 | 4.95% | 6.0% | 96 | -236,948 | -14.37% | Q4 2025 | Feb 05, 2026 |
| M&T BANK CORP | History | Reduced | 1,398,363 | 92,291 | 0.3% | 0.32% | 97 | -43,373 | -3.01% | Q4 2025 | Jan 30, 2026 |
| Lee Financial Co | History | Added to | 1,395,429 | 92,098 | 12.43% | 11.17% | 98 | +31,075 | 2.28% | Q4 2025 | Jan 22, 2026 |
| STATE STREET CORP | History | Reduced | 1,370,999 | 90,485 | 0.0% | 0.0% | 99 | -50,988 | -3.59% | Q4 2025 | Feb 13, 2026 |
| Legacy Wealth Management, Inc | History | Reduced | 1,349,996 | 89,099 | 5.13% | 5.29% | 100 | -25,901 | -1.88% | Q4 2025 | Jan 21, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,344,695 | 88,749 | 0.61% | 0.6% | 101 | +90,780 | 7.24% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 1,318,017 | 86,989 | 0.29% | — | 102 | +1,318,017 | New | Q4 2025 | Jan 15, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Added to | 1,273,105 | 84,024 | 10.58% | 10.63% | 103 | +4,541 | 0.36% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,254,237 | 82,779 | 1.68% | 1.88% | 104 | -13,243 | -1.04% | Q4 2025 | Feb 09, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 1,238,582 | 81,746 | 5.0% | 5.19% | 105 | -26,345 | -2.08% | Q4 2025 | Feb 06, 2026 |
| RKL Wealth Management LLC | History | Reduced | 1,235,649 | 81,552 | 6.69% | 6.91% | 106 | -5,899 | -0.48% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,216,160 | 80,267 | 0.18% | 0.19% | 107 | +2,447 | 0.2% | Q4 2025 | Feb 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 1,163,881 | 80,028 | 1.66% | 1.62% | 108 | +5,402 | 0.47% | Q4 2025 | Jan 26, 2026 |
| FIL Ltd | History | Reduced | 1,209,798 | 79,846 | 0.06% | 0.08% | 109 | -255,304 | -17.43% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,193,498 | 78,770 | 0.02% | 0.02% | 110 | +46,428 | 4.05% | Q4 2025 | Feb 17, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 1,175,780 | 77,601 | 9.88% | 9.8% | 111 | +27,759 | 2.42% | Q4 2025 | Feb 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 1,173,446 | 77,447 | 1.0% | 0.94% | 112 | +101,872 | 9.51% | Q4 2025 | Feb 09, 2026 |
| Ballentine Partners, LLC | History | Added to | 1,173,220 | 77,432 | 1.09% | 1.06% | 113 | +2,726 | 0.23% | Q4 2025 | Feb 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,146,465 | 75,667 | 0.2% | 0.2% | 114 | +57,651 | 5.29% | Q4 2025 | Feb 05, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 1,140,376 | 75,264 | 13.61% | 14.0% | 115 | +1,229 | 0.11% | Q4 2025 | Jan 14, 2026 |
| RMR Wealth Builders | History | Reduced | 1,134,512 | 74,877 | 5.99% | 7.92% | 116 | -316,398 | -21.81% | Q4 2025 | Jan 29, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 1,121,755 | 74,035 | 3.43% | 3.84% | 117 | +12,420 | 1.12% | Q4 2025 | Jan 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 1,116,193 | 73,670 | 0.18% | 0.18% | 118 | +8,736 | 0.79% | Q4 2025 | Feb 11, 2026 |
| Pine Ridge Advisers LLC | History | Added to | 1,088,350 | 71,831 | 4.28% | 3.49% | 119 | +189,200 | 21.04% | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 1,069,417 | 70,581 | 2.57% | 2.56% | 120 | +29,322 | 2.82% | Q4 2025 | Feb 02, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 1,068,771 | 70,538 | 0.8% | 0.86% | 121 | -53,945 | -4.8% | Q4 2025 | Jan 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 1,049,797 | 69,286 | 1.2% | 1.28% | 122 | +122,379 | 13.2% | Q4 2025 | Feb 19, 2026 |
| Destination Wealth Management | History | Added to | 1,043,354 | 68,861 | 1.8% | 1.86% | 123 | +7,640 | 0.74% | Q4 2025 | Feb 13, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 1,034,810 | 68,297 | 0.33% | 0.4% | 124 | -248,000 | -19.33% | Q4 2025 | Jan 29, 2026 |
| MCF Advisors LLC | History | Added to | 1,014,946 | 66,986 | 3.7% | 3.99% | 125 | +18,077 | 1.81% | Q4 2025 | Feb 11, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 999,524 | 65,968 | 10.61% | 10.38% | 126 | -84,105 | -7.76% | Q4 2025 | Jan 21, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 992,676 | 65,516 | 3.03% | 3.18% | 127 | +6,848 | 0.69% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 981,437 | 64,774 | 0.27% | 0.25% | 128 | +128,314 | 15.04% | Q4 2025 | Feb 13, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 981,070 | 64,750 | 9.34% | 10.12% | 129 | -72,190 | -6.85% | Q4 2025 | Jan 28, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 1,033,266 | 64,393 | 5.9% | 5.9% | 130 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bangor Savings Bank | History | Reduced | 965,131 | 63,698 | 5.12% | 5.37% | 131 | -22,963 | -2.32% | Q4 2025 | Jan 16, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 912,621 | 63,554 | 1.57% | 1.56% | 132 | +6,807 | 0.75% | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | Reduced | 949,241 | 62,649 | 0.29% | 0.33% | 133 | -82,052 | -7.96% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 944,643 | 62,346 | 0.05% | — | 134 | +944,643 | New | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 941,372 | 62,130 | 0.78% | 0.81% | 135 | -3,652 | -0.39% | Q4 2025 | Feb 09, 2026 |
| Crewe Advisors LLC | History | Added to | 930,710 | 61,426 | 5.44% | 5.61% | 136 | +29,161 | 3.23% | Q4 2025 | Jan 16, 2026 |
| Lido Advisors, LLC | History | Reduced | 922,125 | 60,560 | 0.18% | 0.19% | 137 | -5,063 | -0.55% | Q4 2025 | Feb 10, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 872,166 | 59,970 | 2.41% | 2.36% | 138 | +36,381 | 4.35% | Q4 2025 | Jan 09, 2026 |
| CKW FINANCIAL GROUP | History | Reduced | 905,871 | 59,787 | 6.48% | 6.47% | 139 | -842 | -0.09% | Q4 2025 | Jan 26, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 904,066 | 59,668 | 0.06% | 0.08% | 140 | -379,410 | -29.56% | Q4 2025 | Feb 12, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 901,518 | 59,500 | 0.73% | 0.78% | 141 | -18,531 | -2.01% | Q4 2025 | Jan 26, 2026 |
| Consolidated Portfolio Review Corp | History | Added to | 899,150 | 59,343 | 5.13% | 0.32% | 142 | +860,200 | 2208.47% | Q4 2025 | Jan 26, 2026 |
| Charter Capital Management, LLC\DE | History | Added to | 886,744 | 58,525 | 30.22% | 30.54% | 143 | +19,316 | 2.23% | Q4 2025 | Jan 22, 2026 |
| Waverly Advisors, LLC | History | Reduced | 882,128 | 58,220 | 0.47% | 0.59% | 144 | -19,230 | -2.13% | Q4 2025 | Feb 17, 2026 |
| MBL Wealth, LLC | History | Added to | 867,419 | 57,249 | 4.59% | 4.74% | 145 | +35,073 | 4.21% | Q4 2025 | Jan 21, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 859,610 | 56,734 | 0.74% | 0.7% | 146 | +46,908 | 5.77% | Q4 2025 | Jan 22, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 847,139 | 55,911 | 10.81% | 11.07% | 147 | -5,468 | -0.64% | Q4 2025 | Jan 21, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 844,176 | 55,715 | 4.58% | 4.22% | 148 | +90,359 | 11.99% | Q4 2025 | Jan 27, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 843,199 | 55,651 | 6.05% | 6.46% | 149 | +4,813 | 0.57% | Q4 2025 | Feb 10, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 830,319 | 54,800 | 5.46% | 5.78% | 150 | -35,452 | -4.09% | Q4 2025 | Feb 05, 2026 |
| TRUEFG, LLC | History | Added to | 830,208 | 54,793 | 14.7% | 14.75% | 151 | +12,122 | 1.48% | Q4 2025 | Jan 21, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Added to | 825,605 | 54,489 | 5.89% | 6.3% | 152 | +1,662 | 0.2% | Q4 2025 | Feb 11, 2026 |
| JNBA Financial Advisors | History | Added to | 819,258 | 54,071 | 4.72% | 4.64% | 153 | +35,958 | 4.59% | Q4 2025 | Jan 26, 2026 |
| Magnus Financial Group LLC | History | Added to | 814,807 | 53,777 | 4.11% | 4.18% | 154 | +2,860 | 0.35% | Q4 2025 | Jan 07, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 812,721 | 53,639 | 1.88% | 2.04% | 155 | -34,369 | -4.06% | Q4 2025 | Jan 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 798,240 | 52,683 | 0.61% | 0.62% | 156 | -22,438 | -2.73% | Q4 2025 | Jan 21, 2026 |
| LONDON CO OF VIRGINIA | History | Added to | 789,943 | 52,136 | 0.3% | 0.08% | 157 | +561,739 | 246.16% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 788,636 | 52,055 | 0.03% | 0.0% | 158 | +770,165 | 4169.59% | Q4 2025 | Mar 20, 2026 |
| Wealthquest Corp | History | Added to | 787,684 | 51,987 | 3.93% | 4.02% | 159 | +14,634 | 1.89% | Q4 2025 | Feb 09, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 771,777 | 50,937 | 2.8% | 2.82% | 160 | +29,405 | 3.96% | Q4 2025 | Jan 29, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 769,235 | 50,769 | 0.92% | 0.89% | 161 | +16,540 | 2.2% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 768,240 | 50,703 | 0.88% | 0.89% | 162 | -2,059 | -0.27% | Q4 2025 | Jan 22, 2026 |
| Portland Global Advisors LLC | History | Added to | 753,414 | 49,725 | 5.34% | 5.3% | 163 | +26,039 | 3.58% | Q4 2025 | Feb 10, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 743,837 | 49,093 | 3.16% | 3.33% | 164 | -30,128 | -3.89% | Q4 2025 | Jan 26, 2026 |
| HORAN Wealth, LLC | History | Added to | 733,736 | 48,426 | 7.44% | 7.32% | 165 | +21,459 | 3.01% | Q4 2025 | Feb 04, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 733,330 | 48,399 | 1.25% | 1.25% | 166 | -19,048 | -2.53% | Q4 2025 | Jan 07, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 730,079 | 48,185 | 0.07% | 0.06% | 167 | +63,303 | 9.49% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 722,654 | 47,695 | 1.44% | 1.47% | 168 | +31,578 | 4.57% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 710,578 | 46,898 | 2.64% | 2.65% | 169 | +15,385 | 2.21% | Q4 2025 | Jan 14, 2026 |
| Single Point Partners, LLC | History | Added to | 710,034 | 46,862 | 9.27% | 9.31% | 170 | +7,035 | 1.0% | Q4 2025 | Jan 26, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 705,559 | 46,566 | 2.42% | 2.06% | 171 | +114,658 | 19.4% | Q4 2025 | Jan 26, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Reduced | 696,772 | 45,986 | 4.22% | 4.22% | 172 | -7,398 | -1.05% | Q4 2025 | Feb 06, 2026 |
| Grove Bank & Trust | History | Added to | 696,313 | 45,956 | 5.17% | 4.7% | 173 | +80,197 | 13.02% | Q4 2025 | Jan 08, 2026 |
| CWM, LLC | History | Added to | 688,424 | 45,436 | 0.12% | 0.13% | 174 | +11,531 | 1.7% | Q4 2025 | Jan 26, 2026 |
| FORM Wealth Advisors, LLC | History | New | 687,276 | 45,360 | 5.31% | — | 175 | +687,276 | New | Q4 2025 | Jan 28, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 671,000 | 44,286 | 0.07% | 0.12% | 176 | -372,500 | -35.7% | Q4 2025 | Feb 13, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 669,713 | 44,201 | 3.72% | 3.3% | 177 | -14,107 | -2.06% | Q4 2025 | Jan 27, 2026 |
| INTRUST BANK NA | History | Added to | 665,437 | 43,918 | 3.64% | 3.5% | 178 | +20,124 | 3.12% | Q4 2025 | Feb 06, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 663,824 | 43,812 | 4.07% | 4.13% | 179 | +466 | 0.07% | Q4 2025 | Jan 28, 2026 |
| BANK OF STOCKTON | History | Reduced | 661,250 | 43,642 | 12.49% | 13.25% | 180 | -50,944 | -7.15% | Q4 2025 | Jan 21, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 659,305 | 43,514 | 0.62% | 0.51% | 181 | +14,361 | 2.23% | Q4 2025 | Feb 02, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 658,261 | 43,445 | 2.74% | 2.78% | 182 | -1,929 | -0.29% | Q4 2025 | Jan 21, 2026 |
| New England Professional Planning Group Inc. | History | Added to | 656,798 | 43,348 | 18.17% | 18.68% | 183 | +13,030 | 2.02% | Q4 2025 | Jan 14, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 654,846 | 43,219 | 6.21% | 6.02% | 184 | -31,403 | -4.58% | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 652,965 | 43,095 | 0.12% | 0.11% | 185 | +1,970 | 0.3% | Q4 2025 | Feb 17, 2026 |
| American Trust | History | Reduced | 650,123 | 42,908 | 3.61% | 4.36% | 186 | -141,287 | -17.85% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 649,474 | 42,865 | 0.76% | 0.88% | 187 | +49,773 | 8.3% | Q4 2025 | Feb 06, 2026 |
| Trilogy Capital Inc. | History | Reduced | 646,325 | 42,657 | 1.91% | 2.35% | 188 | -134,476 | -17.22% | Q4 2025 | Jan 22, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 635,386 | 41,935 | 0.64% | 0.55% | 189 | +126,002 | 24.74% | Q4 2025 | Jan 13, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 628,682 | 41,493 | 5.06% | 4.94% | 190 | -1,586 | -0.25% | Q4 2025 | Jan 27, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 625,871 | 41,307 | 0.34% | 0.34% | 191 | -6,637 | -1.05% | Q4 2025 | Feb 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 612,609 | 40,432 | 4.54% | 4.66% | 192 | -12,350 | -1.98% | Q4 2025 | Jan 22, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 608,201 | 40,141 | 1.58% | 1.66% | 193 | +7,714 | 1.28% | Q4 2025 | Jan 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 607,500 | 40,094 | 1.89% | 2.13% | 194 | +66 | 0.01% | Q4 2025 | Jan 12, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 606,624 | 40,037 | 1.97% | 1.97% | 195 | +19,167 | 3.26% | Q4 2025 | Feb 11, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 604,315 | 39,884 | 2.92% | 3.05% | 196 | -24,585 | -3.91% | Q4 2025 | Feb 12, 2026 |
| MASON STREET ADVISORS, LLC | History | New | 289,860 | 39,632 | 3.9% | — | 197 | +289,860 | New | Q4 2025 | Feb 04, 2026 |
| SCS Capital Management LLC | History | Reduced | 593,542 | 39,173 | 0.42% | 0.45% | 198 | -32,511 | -5.19% | Q4 2025 | Feb 10, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 587,514 | 38,776 | 0.8% | 0.86% | 199 | -144,823 | -19.78% | Q4 2025 | Feb 05, 2026 |
| Human Investing LLC | History | Added to | 582,099 | 38,418 | 5.43% | 5.38% | 200 | +24,078 | 4.31% | Q4 2025 | Jan 27, 2026 |
| GREENWOOD GEARHART INC | History | Added to | 581,243 | 38,362 | 2.11% | 2.11% | 201 | +20,440 | 3.64% | Q4 2025 | Feb 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 580,283 | 38,298 | 0.21% | 0.21% | 202 | +38,670 | 7.14% | Q4 2025 | Feb 03, 2026 |
| Allworth Financial LP | History | New | 578,918 | 38,208 | 0.16% | — | 203 | +578,918 | New | Q4 2025 | Feb 05, 2026 |
| DT Investment Partners, LLC | History | Added to | 575,596 | 37,989 | 3.15% | 3.16% | 204 | +2,854 | 0.5% | Q4 2025 | Feb 10, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 572,804 | 37,805 | 0.06% | 0.05% | 205 | -8,123 | -1.4% | Q4 2025 | Feb 17, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 572,566 | 37,789 | 2.61% | 2.31% | 206 | +88,833 | 18.36% | Q4 2025 | Jan 16, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 562,303 | 37,112 | 0.28% | — | 207 | +562,303 | New | Q4 2025 | Feb 18, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 561,189 | 37,038 | 2.44% | 2.47% | 208 | -4,212 | -0.74% | Q4 2025 | Jan 16, 2026 |
| Fiera Capital Corp | History | Reduced | 560,599 | 36,999 | 0.12% | 0.13% | 209 | -70,759 | -11.21% | Q4 2025 | Feb 11, 2026 |
| Diversified Trust Co | History | Added to | 560,290 | 36,979 | 0.68% | 0.72% | 210 | +5,963 | 1.08% | Q4 2025 | Jan 09, 2026 |
| CJM Wealth Advisers, Ltd. | History | Added to | 555,652 | 36,673 | 10.97% | 11.1% | 211 | +1,981 | 0.36% | Q4 2025 | Jan 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 554,057 | 36,567 | 0.22% | 0.24% | 212 | +46,072 | 9.07% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 547,485 | 36,134 | 0.06% | 0.06% | 213 | +36,056 | 7.05% | Q4 2025 | Feb 12, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 542,268 | 35,789 | 2.89% | 2.91% | 214 | +30,356 | 5.93% | Q4 2025 | Feb 12, 2026 |
| FineMark National Bank & Trust | History | Added to | 534,122 | 35,252 | 1.1% | 1.05% | 215 | +40,463 | 8.2% | Q4 2025 | Feb 12, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 521,769 | 34,922 | 3.35% | 3.48% | 216 | -32,066 | -5.79% | Q4 2025 | Feb 13, 2026 |
| Hudock, Inc. | History | Added to | 525,921 | 34,710 | 5.11% | 5.18% | 217 | +3,790 | 0.73% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 524,840 | 34,639 | 0.39% | 0.56% | 218 | +25,428 | 5.09% | Q4 2025 | Jan 29, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 522,007 | 34,452 | 0.41% | 0.31% | 219 | -8,515 | -1.61% | Q4 2025 | Feb 13, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 519,901 | 34,313 | 3.79% | 3.73% | 220 | +20,255 | 4.05% | Q4 2025 | Feb 06, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 519,658 | 34,297 | 6.24% | 0.52% | 221 | +16,462 | 3.27% | Q4 2025 | Mar 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 510,126 | 33,668 | 0.01% | 0.0% | 222 | +32,976 | 6.91% | Q4 2025 | Feb 12, 2026 |
| Callan Family Office, LLC | History | Added to | 509,471 | 33,625 | 0.72% | 0.97% | 223 | +42,543 | 9.11% | Q4 2025 | Feb 12, 2026 |
| Planning Project LLC | History | New | 509,321 | 33,615 | 8.45% | — | 224 | +509,321 | New | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 507,503 | 33,495 | 0.12% | 0.12% | 225 | +19,164 | 3.92% | Q4 2025 | Feb 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 507,147 | 33,471 | 0.23% | 0.25% | 226 | +49,359 | 10.78% | Q4 2025 | Feb 18, 2026 |
| Robinhood Asset Management, LLC | History | New | 506,215 | 33,410 | 2.66% | — | 227 | +506,215 | New | Q4 2025 | Jan 21, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 499,914 | 32,994 | 0.27% | 0.28% | 228 | -97,450 | -16.31% | Q4 2025 | Feb 17, 2026 |
| Midwest Trust Co | History | Added to | 498,686 | 32,913 | 0.41% | 0.42% | 229 | +9,668 | 1.98% | Q4 2025 | Feb 04, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 494,475 | 32,635 | 3.46% | 3.48% | 230 | +14,419 | 3.0% | Q4 2025 | Jan 09, 2026 |
| Coastline Trust Co | History | Added to | 494,326 | 32,625 | 3.07% | 2.59% | 231 | +123,864 | 33.44% | Q4 2025 | Jan 05, 2026 |
| Verde Capital Management | History | Added to | 491,212 | 32,419 | 6.91% | 6.83% | 232 | +18,643 | 3.95% | Q4 2025 | Feb 06, 2026 |
| Urban Financial Advisory Corp | History | Added to | 490,524 | 32,374 | 12.71% | 14.44% | 233 | +15,640 | 3.29% | Q4 2025 | Feb 04, 2026 |
| NewSquare Capital LLC | History | Reduced | 489,537 | 32,309 | 2.85% | 2.67% | 234 | -113,564 | -18.83% | Q4 2025 | Feb 17, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 487,949 | 32,204 | 1.86% | 1.89% | 235 | +6,390 | 1.33% | Q4 2025 | Jan 22, 2026 |
| Leverty Financial Group, LLC | History | Added to | 487,518 | 32,176 | 7.69% | 8.11% | 236 | +8,806 | 1.84% | Q4 2025 | Jan 09, 2026 |
| COURIER CAPITAL LLC | History | Added to | 486,479 | 32,107 | 1.8% | 1.76% | 237 | +17,070 | 3.64% | Q4 2025 | Jan 29, 2026 |
| ESL Trust Services, LLC | History | Reduced | 485,148 | 32,019 | 6.15% | 8.06% | 238 | -144,107 | -22.9% | Q4 2025 | Feb 10, 2026 |
| EP Wealth Advisors, LLC | History | New | 484,377 | 31,968 | 0.17% | — | 239 | +484,377 | New | Q4 2025 | Feb 18, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 481,821 | 31,800 | 0.6% | 0.65% | 240 | -17,231 | -3.45% | Q4 2025 | Feb 10, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 477,997 | 31,547 | 0.53% | 0.49% | 241 | +39,828 | 9.09% | Q4 2025 | Feb 03, 2026 |
| Shoker Investment Counsel, Inc. | History | Added to | 474,756 | 31,334 | 9.18% | 9.08% | 242 | +3,012 | 0.64% | Q4 2025 | Feb 04, 2026 |
| Drake & Associates, LLC | History | Added to | 472,289 | 31,171 | 6.21% | 5.8% | 243 | +44,789 | 10.48% | Q4 2025 | Feb 23, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 471,748 | 31,135 | 3.63% | 3.55% | 244 | +33,391 | 7.62% | Q4 2025 | Jan 29, 2026 |
| VICUS CAPITAL | History | Reduced | 466,314 | 30,776 | 2.31% | 3.33% | 245 | -201,618 | -30.19% | Q4 2025 | Jan 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 463,624 | 30,712 | 0.05% | 0.05% | 246 | +60,394 | 14.98% | Q4 2025 | Feb 05, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 465,113 | 30,697 | 1.62% | 1.75% | 247 | +34,764 | 8.08% | Q4 2025 | Jan 26, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 464,441 | 30,653 | 6.13% | 6.27% | 248 | -1,868 | -0.4% | Q4 2025 | Jan 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 460,086 | 30,365 | 0.33% | 0.32% | 249 | +132,720 | 40.54% | Q4 2025 | Jan 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 458,920 | 30,288 | 0.74% | 0.75% | 250 | +17,180 | 3.89% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 458,904 | 30,287 | 0.11% | 0.13% | 251 | +31,157 | 7.28% | Q4 2025 | Feb 18, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 453,070 | 29,902 | 8.36% | 7.85% | 252 | +25,378 | 5.93% | Q4 2025 | Feb 11, 2026 |
| FIRST HORIZON CORP | History | Added to | 453,002 | 29,898 | 1.34% | 1.28% | 253 | +37,187 | 8.94% | Q4 2025 | Jan 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 452,892 | 29,890 | 0.4% | 0.26% | 254 | +244,486 | 117.31% | Q4 2025 | Feb 06, 2026 |
| Savant Capital, LLC | History | Added to | 452,471 | 29,863 | 0.17% | 0.18% | 255 | +917 | 0.2% | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 443,722 | 29,285 | 0.41% | 0.3% | 256 | +127,063 | 40.13% | Q4 2025 | Feb 17, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 433,842 | 28,633 | 3.19% | 3.5% | 257 | -11,169 | -2.51% | Q4 2025 | Feb 04, 2026 |
| GenWealth Group, Inc. | History | Added to | 415,644 | 28,579 | 4.87% | 4.83% | 258 | +17,832 | 4.48% | Q4 2025 | Jan 12, 2026 |
| Summit Financial, LLC | History | Reduced | 432,744 | 28,561 | 0.42% | 0.44% | 259 | -7,414 | -1.68% | Q4 2025 | Feb 13, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 431,722 | 28,493 | 1.07% | 1.02% | 260 | +15,656 | 3.76% | Q4 2025 | Feb 12, 2026 |
| Arkos Global Advisors | History | Added to | 427,610 | 28,222 | 3.6% | 3.46% | 261 | +10,786 | 2.59% | Q4 2025 | Feb 13, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 427,241 | 28,197 | 8.07% | 8.24% | 262 | -2,348 | -0.55% | Q4 2025 | Jan 27, 2026 |
| Retirement Systems of Alabama | History | No change | 426,513 | 28,149 | 0.09% | 0.09% | 263 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Randolph Co Inc | History | Added to | 425,765 | 28,100 | 2.69% | 2.69% | 264 | +1,040 | 0.24% | Q4 2025 | Feb 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 425,630 | 28,091 | 4.71% | 4.94% | 265 | -4,305 | -1.0% | Q4 2025 | Feb 10, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 424,197 | 27,996 | 6.53% | 6.71% | 266 | -494 | -0.12% | Q4 2025 | Jan 16, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 422,431 | 27,880 | 10.2% | 10.24% | 267 | +13,210 | 3.23% | Q4 2025 | Feb 06, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 416,883 | 27,514 | 1.04% | 1.03% | 268 | +8,545 | 2.09% | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF VERMONT | History | Added to | 415,505 | 27,423 | 1.14% | 1.09% | 269 | +30,117 | 7.81% | Q4 2025 | Jan 16, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 407,935 | 26,923 | 2.9% | 2.73% | 270 | +32,405 | 8.63% | Q4 2025 | Jan 28, 2026 |
| Investments & Financial Planning, LLC | History | Reduced | 404,791 | 26,716 | 14.34% | 14.36% | 271 | -2,506 | -0.62% | Q4 2025 | Feb 23, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 402,604 | 26,571 | 0.15% | 0.12% | 272 | +39,951 | 11.02% | Q4 2025 | Jan 29, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 396,964 | 26,560 | 4.2% | 4.3% | 273 | +1,257 | 0.32% | Q4 2025 | Jan 08, 2026 |
| King Wealth Management Group | History | Added to | 400,512 | 26,434 | 3.19% | 3.25% | 274 | +4,350 | 1.1% | Q4 2025 | Feb 09, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 400,466 | 26,430 | 2.15% | 2.13% | 275 | +54,022 | 15.59% | Q4 2025 | Feb 04, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 400,328 | 26,421 | 1.82% | 1.8% | 276 | +677 | 0.17% | Q4 2025 | Jan 28, 2026 |
| Vestwell Advisors, LLC | History | New | 398,371 | 26,292 | 3.88% | — | 277 | +398,371 | New | Q4 2025 | Feb 13, 2026 |
| ALPS ADVISORS INC | History | Added to | 396,432 | 26,164 | 0.15% | 0.14% | 278 | +1,320 | 0.33% | Q4 2025 | Feb 12, 2026 |
| 1ST SOURCE BANK | History | Added to | 393,002 | 25,938 | 1.36% | 1.31% | 279 | +12,280 | 3.23% | Q4 2025 | Feb 05, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 386,047 | 25,479 | 0.67% | 0.71% | 280 | -506 | -0.13% | Q4 2025 | Feb 13, 2026 |
| Iowa State Bank | History | Added to | 385,910 | 25,470 | 4.78% | 4.76% | 281 | +2,763 | 0.72% | Q4 2025 | Jan 06, 2026 |
| Twele Capital Management, Inc. | History | Added to | 385,100 | 25,416 | 4.54% | 4.52% | 282 | +9,453 | 2.52% | Q4 2025 | Jan 09, 2026 |
| Ironwood Financial, llc | History | Added to | 367,127 | 25,412 | 4.31% | 4.18% | 283 | +5,480 | 1.52% | Q4 2025 | Jan 15, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 383,433 | 25,306 | 0.13% | 0.13% | 284 | +14,135 | 3.83% | Q4 2025 | Jan 13, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Reduced | 383,427 | 25,306 | 9.81% | 9.81% | 285 | -1,049 | -0.27% | Q4 2025 | Jan 23, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 382,443 | 25,241 | 0.46% | 0.52% | 286 | -22,483 | -5.55% | Q4 2025 | Jan 07, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | History | No change | 381,324 | 25,167 | 8.13% | 8.16% | 287 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 381,272 | 25,163 | 0.31% | 0.31% | 288 | +17,290 | 4.75% | Q4 2025 | Jan 29, 2026 |
| LGL PARTNERS, LLC | History | Reduced | 378,485 | 24,980 | 10.66% | 10.76% | 289 | -8,643 | -2.23% | Q4 2025 | Feb 09, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 374,881 | 24,742 | 0.27% | 0.21% | 290 | +92,377 | 32.7% | Q4 2025 | Feb 12, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 373,184 | 24,630 | 1.42% | 1.92% | 291 | +15,124 | 4.22% | Q4 2025 | Feb 09, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 372,397 | 24,578 | 3.55% | 3.62% | 292 | -6,151 | -1.62% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 371,839 | 24,541 | 0.01% | 0.01% | 293 | +95,328 | 34.48% | Q4 2025 | Feb 02, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 360,221 | 24,418 | 2.16% | 2.18% | 294 | -7,683 | -2.09% | Q4 2025 | Jan 28, 2026 |
| CHOREO, LLC | History | Reduced | 363,957 | 24,275 | 0.31% | 0.34% | 295 | -32,769 | -8.26% | Q4 2025 | Jan 23, 2026 |
| Apella Capital, LLC | History | Added to | 366,904 | 24,215 | 0.48% | 0.47% | 296 | +38,974 | 11.88% | Q4 2025 | Jan 21, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 333,936 | 24,066 | 14.43% | 14.31% | 297 | +17,667 | 5.59% | Q4 2025 | Feb 27, 2026 |
| West Financial Advisors, LLC | History | Reduced | 362,749 | 23,941 | 4.04% | 4.0% | 298 | -7,942 | -2.14% | Q4 2025 | Jan 13, 2026 |
| Sigma Planning Corp | History | Added to | 362,261 | 23,915 | 0.66% | 0.65% | 299 | +11,233 | 3.2% | Q4 2025 | Jan 30, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 360,552 | 23,796 | 0.56% | 0.58% | 300 | -7,033 | -1.91% | Q4 2025 | Feb 12, 2026 |
| NewEdge Wealth, LLC | History | Added to | 359,696 | 23,739 | 0.27% | 0.16% | 301 | +191,701 | 114.11% | Q4 2025 | Feb 03, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 359,539 | 23,729 | 1.44% | 1.45% | 302 | +12,286 | 3.54% | Q4 2025 | Feb 18, 2026 |
| Argent Trust Co | History | Reduced | 359,400 | 23,720 | 0.81% | 0.84% | 303 | -2,379 | -0.66% | Q4 2025 | Feb 10, 2026 |
| NAN FUNG TRINITY (HK) Ltd | History | No change | 359,000 | 23,694 | 1.88% | 2.34% | 304 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Serenus Wealth Advisors, LLC | History | Added to | 358,886 | 23,686 | 4.59% | 3.86% | 305 | +12,280 | 3.54% | Q4 2025 | Jan 28, 2026 |
| Altus Wealth Management, LLC | History | Added to | 358,366 | 23,652 | 10.2% | 10.21% | 306 | +4,885 | 1.38% | Q4 2025 | Jan 22, 2026 |
| Glenview Trust Co | History | Reduced | 352,104 | 23,238 | 0.36% | 0.37% | 307 | -895 | -0.25% | Q4 2025 | Feb 09, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 349,811 | 23,087 | 0.3% | 0.3% | 308 | -2,169 | -0.62% | Q4 2025 | Feb 05, 2026 |
| Well Done, LLC | History | Added to | 349,562 | 23,071 | 3.45% | 1.03% | 309 | +256,450 | 275.42% | Q4 2025 | Jan 13, 2026 |
| Harbor Group, Inc. | History | Reduced | 349,202 | 23,047 | 3.45% | 3.66% | 310 | -3,581 | -1.02% | Q4 2025 | Jan 12, 2026 |
| LTG Capital LLC | History | Added to | 348,362 | 22,991 | 17.92% | 11.7% | 311 | +120,574 | 52.93% | Q4 2025 | Feb 11, 2026 |
| ANB BANK | History | Reduced | 346,803 | 22,888 | 9.08% | 9.23% | 312 | -1,865 | -0.53% | Q4 2025 | Feb 13, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 345,255 | 22,786 | 0.2% | 0.12% | 313 | +136,571 | 65.44% | Q4 2025 | Feb 05, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 342,782 | 22,623 | 0.14% | 0.17% | 314 | -61,788 | -15.27% | Q4 2025 | Jan 29, 2026 |
| BROWN ADVISORY INC | History | Added to | 341,993 | 22,571 | 0.03% | 0.03% | 315 | +7,285 | 2.18% | Q4 2025 | Feb 13, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 341,804 | 22,559 | 3.09% | 3.04% | 316 | +12,093 | 3.67% | Q4 2025 | Jan 23, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 339,995 | 22,439 | 6.53% | 6.49% | 317 | -219 | -0.06% | Q4 2025 | Feb 12, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 323,502 | 22,438 | 5.29% | 5.13% | 318 | +17,768 | 5.81% | Q4 2025 | Jan 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 339,773 | 22,425 | 0.84% | 1.32% | 319 | +30,284 | 9.79% | Q4 2025 | Feb 04, 2026 |
| Orin Green Financial, LLC | History | Added to | 334,954 | 22,106 | 8.84% | 8.57% | 320 | +6,582 | 2.0% | Q4 2025 | Feb 06, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 334,156 | 22,054 | 0.87% | 0.92% | 321 | -11,307 | -3.27% | Q4 2025 | Jan 15, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 333,214 | 21,992 | 3.11% | 3.06% | 322 | -463 | -0.14% | Q4 2025 | Jan 15, 2026 |
| CONNING INC. | History | No change | 330,740 | 21,828 | 0.73% | 0.72% | 323 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CGC Financial Services, LLC | History | Added to | 330,345 | 21,802 | 5.83% | 5.88% | 324 | +3,565 | 1.09% | Q4 2025 | Feb 03, 2026 |
| GLENMEDE TRUST CO NA | History | New | 329,727 | 21,761 | 0.1% | — | 325 | +329,727 | New | Q4 2025 | Feb 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 328,581 | 21,686 | 0.46% | 0.5% | 326 | -12,664 | -3.71% | Q4 2025 | Feb 05, 2026 |
| May Hill Capital, LLC | History | Added to | 327,314 | 21,602 | 2.83% | 2.95% | 327 | +173,287 | 112.5% | Q4 2025 | Feb 05, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | Added to | 327,010 | 21,583 | 2.8% | 2.77% | 328 | +1,038 | 0.32% | Q4 2025 | Jan 12, 2026 |
| AlphaCore Capital LLC | History | Added to | 325,662 | 21,493 | 0.48% | 0.23% | 329 | +222,912 | 216.95% | Q4 2025 | Feb 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 322,208 | 21,265 | 0.42% | 0.43% | 330 | +2,345 | 0.73% | Q4 2025 | Jan 14, 2026 |
| PACK Private Wealth, LLC | History | Added to | 319,424 | 21,081 | 9.61% | 9.49% | 331 | +10,679 | 3.46% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 319,309 | 21,074 | 0.21% | 0.25% | 332 | -55,924 | -14.9% | Q4 2025 | Feb 13, 2026 |
| PENINSULA ASSET MANAGEMENT INC | History | Reduced | 318,460 | 21,018 | 10.79% | 10.69% | 333 | -755 | -0.24% | Q4 2025 | Feb 12, 2026 |
| Harbour Trust & Investment Management Co | History | Added to | 316,862 | 20,912 | 2.13% | 2.08% | 334 | +8,072 | 2.61% | Q4 2025 | Jan 28, 2026 |
| WASHINGTON TRUST Co | History | Added to | 315,902 | 20,849 | 0.68% | 0.6% | 335 | +33,912 | 12.03% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 315,635 | 20,831 | 1.43% | 1.54% | 336 | +823 | 0.26% | Q4 2025 | Feb 02, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 315,450 | 20,819 | 0.95% | 0.83% | 337 | +39,860 | 14.46% | Q4 2025 | Feb 02, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 314,867 | 20,781 | 1.0% | 1.15% | 338 | +62,399 | 24.72% | Q4 2025 | Feb 12, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 313,767 | 20,708 | 4.43% | 4.36% | 339 | +23,658 | 8.15% | Q4 2025 | Feb 10, 2026 |
| Covenant Partners, LLC | History | Added to | 313,461 | 20,688 | 6.05% | 0.75% | 340 | +272,993 | 674.59% | Q4 2025 | Jan 26, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 313,152 | 20,668 | 3.91% | 3.87% | 341 | +5,755 | 1.87% | Q4 2025 | Jan 07, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 312,949 | 20,654 | 1.1% | 1.01% | 342 | +40,738 | 14.97% | Q4 2025 | Jan 20, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 307,883 | 20,600 | 0.03% | 0.03% | 343 | -2,246 | -0.72% | Q4 2025 | Jan 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 311,785 | 20,577 | 1.5% | 1.52% | 344 | +1,959 | 0.63% | Q4 2025 | Feb 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 310,653 | 20,503 | 0.17% | 0.15% | 345 | +9,901 | 3.29% | Q4 2025 | Jan 05, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 308,594 | 20,367 | 1.89% | 1.85% | 346 | +9,395 | 3.14% | Q4 2025 | Feb 11, 2026 |
| Cambridge Advisors Inc. | History | Added to | 308,465 | 20,358 | 3.88% | 3.76% | 347 | +13,279 | 4.5% | Q4 2025 | Jan 21, 2026 |
| Presper Financial Architects, LLC | History | Added to | 308,390 | 20,353 | 11.51% | 11.47% | 348 | +5,357 | 1.77% | Q4 2025 | Feb 05, 2026 |
| BAILARD, INC. | History | Reduced | 307,238 | 20,277 | 0.45% | 0.64% | 349 | -145,297 | -32.11% | Q4 2025 | Feb 04, 2026 |
| MERIDIAN MANAGEMENT CO | History | Added to | 305,357 | 20,153 | 4.99% | 4.98% | 350 | +20,325 | 7.13% | Q4 2025 | Feb 10, 2026 |
| Hilltop Partners LLC | History | Added to | 304,672 | 20,108 | 5.18% | 1.66% | 351 | +219,477 | 257.62% | Q4 2025 | Feb 10, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 303,810 | 20,051 | 4.54% | 4.63% | 352 | +13,582 | 4.68% | Q4 2025 | Feb 11, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 300,576 | 19,838 | 4.52% | 4.15% | 353 | -3,620 | -1.19% | Q4 2025 | Feb 02, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 274,737 | 19,723 | 4.13% | 4.89% | 354 | +7,097 | 2.65% | Q4 2025 | Feb 13, 2026 |
| jvl associates llc | History | Reduced | 298,260 | 19,685 | 6.41% | 6.53% | 355 | -4,164 | -1.38% | Q4 2025 | Jan 09, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 298,133 | 19,676 | 1.3% | 1.36% | 356 | -4,386 | -1.45% | Q4 2025 | Apr 02, 2026 |
| Madison Asset Management, LLC | History | Added to | 297,331 | 19,623 | 0.23% | 0.2% | 357 | +21,221 | 7.69% | Q4 2025 | Feb 04, 2026 |
| Newton One Investments LLC | History | Reduced | 297,156 | 19,612 | 5.78% | 5.8% | 358 | -3,079 | -1.03% | Q4 2025 | Jan 23, 2026 |
| Asset Management Group, Inc. | History | Added to | 294,865 | 19,461 | 3.15% | 2.96% | 359 | +17,767 | 6.41% | Q4 2025 | Feb 17, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 294,769 | 19,455 | 5.99% | 6.03% | 360 | -3,238 | -1.09% | Q4 2025 | Feb 13, 2026 |
| LCW Services, LLC | History | New | 294,243 | 19,420 | 10.34% | — | 361 | +294,243 | New | Q4 2025 | Feb 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 293,483 | 19,369 | 6.43% | 6.73% | 362 | -10,777 | -3.54% | Q4 2025 | Jan 23, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 293,295 | 19,357 | 0.19% | 0.25% | 363 | +6,514 | 2.27% | Q4 2025 | Feb 10, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 292,127 | 19,280 | 1.08% | 1.25% | 364 | -73,441 | -20.09% | Q4 2025 | Feb 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 290,309 | 19,160 | 0.1% | 0.11% | 365 | +4,991 | 1.75% | Q4 2025 | Feb 12, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 290,064 | 19,144 | 2.12% | 2.12% | 366 | +3,169 | 1.1% | Q4 2025 | Jan 12, 2026 |
| Smithfield Trust Co | History | Added to | 289,301 | 19,104 | 0.84% | 0.84% | 367 | +1,522 | 0.53% | Q4 2025 | Feb 09, 2026 |
| Curi Capital, LLC | History | Added to | 288,498 | 19,040 | 0.33% | 0.33% | 368 | +13,379 | 4.86% | Q4 2025 | Feb 17, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 287,218 | 18,955 | 2.63% | 2.37% | 369 | +57,490 | 25.03% | Q4 2025 | Jan 21, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 286,564 | 18,913 | 1.62% | 1.35% | 370 | +144,085 | 101.13% | Q4 2025 | Feb 11, 2026 |
| Trifecta Capital Advisors, LLC | History | Reduced | 286,110 | 18,883 | 2.79% | 2.87% | 371 | -2,724 | -0.94% | Q4 2025 | Jan 30, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 284,634 | 18,785 | 0.78% | 0.8% | 372 | -4,870 | -1.68% | Q4 2025 | Feb 09, 2026 |
| Avondale Wealth Management | History | Added to | 283,468 | 18,708 | 9.62% | 9.59% | 373 | +7,739 | 2.81% | Q4 2025 | Feb 17, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 280,904 | 18,540 | 1.46% | 1.55% | 374 | +15,399 | 5.8% | Q4 2025 | Jan 28, 2026 |
| IFG Advisors, LLC | History | Added to | 280,395 | 18,506 | 3.08% | 2.82% | 375 | +15,817 | 5.98% | Q4 2025 | Jan 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 280,311 | 18,500 | 0.36% | 0.37% | 376 | +42,632 | 17.94% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 278,825 | 18,402 | 0.61% | 0.62% | 377 | +2,060 | 0.74% | Q4 2025 | Feb 09, 2026 |
| Kopp Family Office, LLC | History | Added to | 278,499 | 18,380 | 11.73% | 7.83% | 378 | +94,206 | 51.12% | Q4 2025 | Jan 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 278,467 | 18,378 | 0.33% | 0.38% | 379 | -10,201 | -3.53% | Q4 2025 | Jan 16, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 276,814 | 18,269 | 0.03% | — | 380 | +276,814 | New | Q4 2025 | Feb 17, 2026 |
| Platt Investment Counsel, LLC | History | Added to | 276,228 | 18,231 | 13.47% | 14.08% | 381 | +2,223 | 0.81% | Q4 2025 | Jan 07, 2026 |
| Triangle Securities Wealth Management | History | Added to | 276,767 | 18,169 | 3.83% | 1.94% | 382 | +145,707 | 111.18% | Q4 2025 | Jan 13, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 275,114 | 18,157 | 1.34% | 1.22% | 383 | +1,141 | 0.42% | Q4 2025 | Jan 23, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 273,040 | 18,020 | 3.26% | 3.3% | 384 | -8,499 | -3.02% | Q4 2025 | Jan 16, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 272,798 | 18,004 | 2.57% | 2.57% | 385 | +7,502 | 2.83% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Reduced | 271,900 | 17,945 | 0.01% | 0.01% | 386 | -166,559 | -37.99% | Q4 2025 | Feb 13, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 271,294 | 17,905 | 3.65% | 3.75% | 387 | +10,229 | 3.92% | Q4 2025 | Jan 23, 2026 |
| BostonPremier Wealth LLC | History | Added to | 270,849 | 17,876 | 9.16% | 8.28% | 388 | +15,270 | 5.97% | Q4 2025 | Jan 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 269,807 | 17,807 | 0.01% | 0.01% | 389 | +65,753 | 32.22% | Q4 2025 | Feb 17, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 269,144 | 17,763 | 4.61% | 4.34% | 390 | +14,002 | 5.49% | Q4 2025 | Feb 17, 2026 |
| Holland Advisory Services, Inc. | History | Added to | 267,813 | 17,675 | 23.85% | 23.56% | 391 | +4,986 | 1.9% | Q4 2025 | Jan 12, 2026 |
| Richardson Capital Management LLC | History | Reduced | 264,928 | 17,485 | 8.77% | 9.04% | 392 | -26,673 | -9.15% | Q4 2025 | Jan 30, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 263,897 | 17,417 | 1.75% | 1.78% | 393 | +2,026 | 0.77% | Q4 2025 | Jan 27, 2026 |
| Simmons Bank | History | Reduced | 263,605 | 17,397 | 1.16% | 1.17% | 394 | -6,045 | -2.24% | Q4 2025 | Feb 05, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 261,734 | 17,274 | 5.13% | 5.15% | 395 | +3,015 | 1.17% | Q4 2025 | Jan 28, 2026 |
| IHT Wealth Management, LLC | History | Added to | 261,663 | 17,270 | 0.42% | 0.42% | 396 | +4,792 | 1.87% | Q4 2025 | Feb 17, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 261,021 | 17,227 | 5.88% | 5.76% | 397 | +4,798 | 1.87% | Q4 2025 | Jan 05, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 259,742 | 17,142 | 2.39% | 2.46% | 398 | -12,079 | -4.44% | Q4 2025 | Jan 26, 2026 |
| CITIZENS & NORTHERN CORP | History | Added to | 258,672 | 17,072 | 4.23% | 4.18% | 399 | +357 | 0.14% | Q4 2025 | Jan 28, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Added to | 258,487 | 17,060 | 1.13% | 1.12% | 400 | +10,125 | 4.08% | Q4 2025 | Jan 23, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | Added to | 258,229 | 17,043 | 4.46% | 4.54% | 401 | +2,040 | 0.8% | Q4 2025 | Feb 17, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Added to | 257,375 | 16,986 | 2.22% | 2.05% | 402 | +16,690 | 6.93% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 256,759 | 16,946 | 0.01% | 0.02% | 403 | -273,356 | -51.57% | Q4 2025 | Feb 10, 2026 |
| SMITH, MOORE & CO. | History | Added to | 255,607 | 16,870 | 1.28% | 1.23% | 404 | +9,663 | 3.93% | Q4 2025 | Jan 23, 2026 |
| Guardian Wealth Advisors, LLC | History | Added to | 255,053 | 16,833 | 9.49% | 9.36% | 405 | +2,070 | 0.82% | Q4 2025 | Feb 02, 2026 |
| CBM Financial, LLC | History | New | 234,672 | 16,818 | 11.42% | — | 406 | +234,672 | New | Q4 2025 | Feb 19, 2026 |
| CAPE ANN SAVINGS BANK | History | Added to | 253,578 | 16,736 | 8.59% | 8.66% | 407 | +5,116 | 2.06% | Q4 2025 | Jan 28, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 250,205 | 16,513 | 0.64% | 0.51% | 408 | +35,789 | 16.69% | Q4 2025 | Feb 02, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 249,719 | 16,485 | 3.82% | 3.69% | 409 | +15,266 | 6.51% | Q4 2025 | Feb 11, 2026 |
| Windsor Capital Management, LLC | History | Added to | 249,501 | 16,467 | 4.55% | 4.47% | 410 | +1,464 | 0.59% | Q4 2025 | Jan 15, 2026 |
| Eley Financial Management, Inc | History | Added to | 249,281 | 16,452 | 5.91% | 5.71% | 411 | +6,245 | 2.57% | Q4 2025 | Feb 12, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 248,499 | 16,400 | 1.28% | 1.28% | 412 | +6,815 | 2.82% | Q4 2025 | Jan 23, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 246,473 | 16,267 | 4.76% | — | 413 | +246,473 | New | Q4 2025 | Mar 19, 2026 |
| Argent Advisors, Inc. | History | Added to | 243,732 | 16,086 | 4.49% | 4.57% | 414 | +6,393 | 2.69% | Q4 2025 | Feb 11, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 243,060 | 16,041 | 1.17% | 0.97% | 415 | +52,471 | 27.53% | Q4 2025 | Feb 09, 2026 |
| Mechanics Financial Corp | History | Added to | 242,097 | 15,978 | 5.9% | 5.94% | 416 | +1,780 | 0.74% | Q4 2025 | Jan 22, 2026 |
| Advisors Capital Management, LLC | History | Added to | 240,748 | 15,889 | 0.19% | 0.18% | 417 | +12,074 | 5.28% | Q4 2025 | Jan 29, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 240,088 | 15,845 | 4.92% | 5.77% | 418 | -42,146 | -14.93% | Q4 2025 | Jan 15, 2026 |
| Ancora Advisors LLC | History | Added to | 239,260 | 15,791 | 0.33% | 0.29% | 419 | +17,898 | 8.09% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 239,214 | 15,788 | 0.55% | 0.56% | 420 | +3,418 | 1.45% | Q4 2025 | Jan 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 236,851 | 15,749 | 0.47% | 0.3% | 421 | +162,804 | 219.87% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 237,990 | 15,707 | 0.03% | 0.03% | 422 | +58,863 | 32.86% | Q4 2025 | Feb 17, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 237,459 | 15,672 | 6.31% | 6.31% | 423 | +2,408 | 1.02% | Q4 2025 | Jan 20, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 237,200 | 15,655 | 0.7% | 0.74% | 424 | -11,101 | -4.47% | Q4 2025 | Feb 02, 2026 |
| SWS Partners | History | Added to | 234,134 | 15,452 | 3.73% | 3.63% | 425 | +6,521 | 2.86% | Q4 2025 | Jan 16, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 233,379 | 15,403 | 2.61% | 2.83% | 426 | -19,908 | -7.86% | Q4 2025 | Jan 27, 2026 |
| Southeast Asset Advisors, LLC | History | Reduced | 231,933 | 15,307 | 1.45% | 1.72% | 427 | -9,441 | -3.91% | Q4 2025 | Feb 13, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 231,495 | 15,278 | 4.49% | 4.18% | 428 | +40,503 | 21.21% | Q4 2025 | Feb 02, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 231,404 | 15,273 | 0.7% | 0.69% | 429 | +4,532 | 2.0% | Q4 2025 | Feb 13, 2026 |
| IronBridge Private Wealth, LLC | History | No change | 232,752 | 15,189 | 4.81% | 4.79% | 430 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| MKD WEALTH COACHES, LLC | History | Reduced | 229,801 | 15,166 | 15.16% | 15.17% | 431 | -3,508 | -1.5% | Q4 2025 | Jan 12, 2026 |
| PDS Planning, Inc | History | Added to | 228,687 | 15,093 | 1.01% | 1.02% | 432 | +1,778 | 0.78% | Q4 2025 | Jan 26, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 228,413 | 15,075 | 1.28% | 1.12% | 433 | +32,893 | 16.82% | Q4 2025 | Jan 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 227,303 | 15,002 | 0.11% | 0.11% | 434 | +18,630 | 8.93% | Q4 2025 | Feb 12, 2026 |
| Pacific Center for Financial Services | History | No change | 229,635 | 14,985 | 3.82% | 3.82% | 435 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 225,084 | 14,855 | 0.06% | 0.1% | 436 | -148,858 | -39.81% | Q4 2025 | Feb 12, 2026 |
| Colonial Trust Advisors | History | Added to | 224,810 | 14,837 | 1.12% | 1.12% | 437 | +2,430 | 1.09% | Q4 2025 | Feb 12, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 224,149 | 14,793 | 3.67% | 4.75% | 438 | -59,309 | -20.92% | Q4 2025 | Jan 27, 2026 |
| Aznar Financial Advisors, LLC | History | New | 224,097 | 14,790 | 14.21% | — | 439 | +224,097 | New | Q4 2025 | Feb 19, 2026 |
| Marietta Wealth Management, LLC | History | Reduced | 223,688 | 14,763 | 1.71% | 1.8% | 440 | -1,792 | -0.79% | Q4 2025 | Jan 28, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 223,573 | 14,755 | 0.02% | 0.03% | 441 | -690 | -0.31% | Q4 2025 | Feb 10, 2026 |
| Apollon Financial, LLC | History | Added to | 222,853 | 14,708 | 2.14% | 2.34% | 442 | +7,101 | 3.29% | Q4 2025 | Jan 22, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 222,211 | 14,665 | 4.99% | 4.78% | 443 | +7,185 | 3.34% | Q4 2025 | Jan 22, 2026 |
| River Street Advisors LLC | History | Added to | 222,120 | 14,659 | 5.49% | 5.58% | 444 | +1,542 | 0.7% | Q4 2025 | Jan 26, 2026 |
| Campion Asset Management | History | Added to | 222,068 | 14,656 | 10.17% | 8.58% | 445 | +36,929 | 19.95% | Q4 2025 | Feb 17, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 221,919 | 14,646 | 3.42% | — | 446 | +221,919 | New | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 220,898 | 14,579 | 0.33% | 0.34% | 447 | +18,628 | 9.21% | Q4 2025 | Feb 06, 2026 |
| Towercrest Capital Management | History | Added to | 220,094 | 14,528 | 2.29% | 2.25% | 448 | +5,242 | 2.44% | Q4 2025 | Jan 21, 2026 |
| COMMERCE BANK | History | Added to | 219,158 | 14,464 | 0.08% | 0.06% | 449 | +57,412 | 35.5% | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 218,441 | 14,417 | 0.66% | 0.73% | 450 | +5,661 | 2.66% | Q4 2025 | Feb 05, 2026 |
| FORBES J M & CO LLP | History | Added to | 216,846 | 14,311 | 1.16% | 1.16% | 451 | +2,889 | 1.35% | Q4 2025 | Jan 21, 2026 |
| SageView Advisory Group, LLC | History | Added to | 214,750 | 14,173 | 0.48% | 0.4% | 452 | +36,788 | 20.67% | Q4 2025 | Feb 17, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 213,499 | 14,090 | 3.43% | 3.69% | 453 | +15,554 | 7.86% | Q4 2025 | Jan 07, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 211,826 | 13,980 | 0.31% | 0.15% | 454 | -387,670 | -64.67% | Q4 2025 | Feb 20, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 211,713 | 13,973 | 0.49% | 0.53% | 455 | +2,306 | 1.1% | Q4 2025 | Feb 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 211,000 | 13,926 | 0.0% | 0.0% | 456 | -41,700 | -16.5% | Q4 2025 | Feb 17, 2026 |
| St. Louis Trust Co | History | Added to | 209,838 | 13,849 | 1.59% | 1.1% | 457 | +75,000 | 55.62% | Q4 2025 | Feb 09, 2026 |
| Neumann Capital Management, LLC | History | Added to | 209,618 | 13,834 | 4.0% | 3.98% | 458 | +1,070 | 0.51% | Q4 2025 | Jan 14, 2026 |
| American Financial Advisors, LLC | History | Reduced | 207,824 | 13,716 | 1.77% | 1.82% | 459 | -8,401 | -3.89% | Q4 2025 | Feb 03, 2026 |
| Highview Capital Management LLC/DE/ | History | Added to | 207,718 | 13,709 | 4.84% | 4.94% | 460 | +1,930 | 0.94% | Q4 2025 | Jan 27, 2026 |
| Fairway Wealth LLC | History | Added to | 206,799 | 13,648 | 3.68% | 3.64% | 461 | +7,813 | 3.93% | Q4 2025 | Jan 28, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 206,475 | 13,627 | 1.53% | 1.61% | 462 | -257 | -0.12% | Q4 2025 | Feb 17, 2026 |
| Gallagher Capital Advisors, LLC | History | Reduced | 206,458 | 13,626 | 8.8% | 9.54% | 463 | -30,816 | -12.99% | Q4 2025 | Feb 12, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 206,056 | 13,599 | 0.6% | 0.62% | 464 | -19,354 | -8.59% | Q4 2025 | Feb 17, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 204,707 | 13,510 | 0.96% | 0.93% | 465 | -7,656 | -3.61% | Q4 2025 | Jan 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 203,855 | 13,454 | 0.22% | 0.32% | 466 | -84,344 | -29.27% | Q4 2025 | Jan 28, 2026 |
| Hopwood Financial Services, Inc. | History | Added to | 203,778 | 13,449 | 9.47% | 8.63% | 467 | +5,923 | 2.99% | Q4 2025 | Jan 16, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 201,880 | 13,324 | 1.85% | 1.9% | 468 | +4,164 | 2.11% | Q4 2025 | Feb 02, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 201,258 | 13,283 | 0.35% | 0.39% | 469 | +1,597 | 0.8% | Q4 2025 | Feb 02, 2026 |
| Panoramic Capital Partners, LLC | History | Added to | 201,082 | 13,271 | 8.14% | 8.2% | 470 | +5,447 | 2.78% | Q4 2025 | Jan 07, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 199,473 | 13,165 | 6.35% | 6.71% | 471 | +868 | 0.44% | Q4 2025 | Jan 22, 2026 |
| First Bank & Trust | History | Reduced | 199,158 | 13,144 | 2.14% | 2.19% | 472 | -65 | -0.03% | Q4 2025 | Jan 12, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Reduced | 198,997 | 13,133 | 2.82% | 2.86% | 473 | -406 | -0.2% | Q4 2025 | Feb 10, 2026 |
| Composition Wealth, LLC | History | Reduced | 196,861 | 12,992 | 0.19% | 0.21% | 474 | -13,936 | -6.61% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | Added to | 196,209 | 12,959 | 0.24% | 0.23% | 475 | +5,477 | 2.87% | Q4 2025 | Feb 11, 2026 |
| Omega Financial Group, LLC | History | Added to | 195,083 | 12,875 | 4.24% | 4.13% | 476 | +3,773 | 1.97% | Q4 2025 | Jan 28, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 194,413 | 12,831 | 0.04% | 0.02% | 477 | +96,673 | 98.91% | Q4 2025 | Feb 13, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 193,848 | 12,793 | 2.33% | 2.47% | 478 | +2,233 | 1.17% | Q4 2025 | Feb 10, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 193,590 | 12,776 | 0.39% | 0.41% | 479 | -14,183 | -6.83% | Q4 2025 | Feb 11, 2026 |
| GFS Advisors, LLC | History | Reduced | 193,449 | 12,767 | 1.52% | 1.64% | 480 | -3,610 | -1.83% | Q4 2025 | Feb 11, 2026 |
| First Western Trust Bank | History | Reduced | 193,352 | 12,761 | 0.63% | 0.59% | 481 | -4,941 | -2.49% | Q4 2025 | Feb 12, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 192,716 | 12,719 | 3.64% | 4.01% | 482 | +1,227 | 0.64% | Q4 2025 | Jan 27, 2026 |
| Finley Financial, LLC | History | Added to | 192,517 | 12,706 | 5.82% | 5.74% | 483 | +2,430 | 1.28% | Q4 2025 | Jan 21, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 192,124 | 12,680 | 1.77% | 1.72% | 484 | +8,637 | 4.71% | Q4 2025 | Jan 27, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 191,537 | 12,641 | 3.17% | 3.07% | 485 | -13,411 | -6.54% | Q4 2025 | Feb 06, 2026 |
| AAF Wealth Management, LLC | History | Added to | 191,249 | 12,622 | 5.32% | 5.49% | 486 | +5,407 | 2.91% | Q4 2025 | Feb 06, 2026 |
| Tower Wealth Partners, Inc. | History | Reduced | 191,049 | 12,609 | 6.93% | 9.08% | 487 | -62,266 | -24.58% | Q4 2025 | Jan 16, 2026 |
| Alliance Private Wealth, LLC | History | New | 181,274 | 12,576 | 4.37% | — | 488 | +181,274 | New | Q4 2025 | Feb 13, 2026 |
| Align Financial, LLC | History | New | 12,540 | 12,540 | 0.01% | — | 489 | +12,540 | New | Q4 2025 | Feb 17, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 189,185 | 12,486 | 0.03% | 0.01% | 490 | +101,474 | 115.69% | Q4 2025 | Feb 13, 2026 |
| Hardy Reed LLC | History | Added to | 189,162 | 12,484 | 0.89% | 0.91% | 491 | +385 | 0.2% | Q4 2025 | Feb 06, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 188,223 | 12,422 | 1.08% | 0.98% | 492 | +20,294 | 12.08% | Q4 2025 | Feb 12, 2026 |
| StrongBox Wealth, LLC | History | Added to | 187,127 | 12,350 | 4.06% | 3.42% | 493 | +32,334 | 20.89% | Q4 2025 | Jan 21, 2026 |
| Telos Capital Management, Inc. | History | Added to | 185,760 | 12,260 | 1.14% | 1.13% | 494 | +5,663 | 3.14% | Q4 2025 | Jan 22, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 185,041 | 12,212 | 2.26% | 1.83% | 495 | +43,194 | 30.45% | Q4 2025 | Feb 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 184,927 | 12,205 | 0.39% | 0.37% | 496 | -9,075 | -4.68% | Q4 2025 | Jan 09, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 183,081 | 12,083 | 0.01% | 0.01% | 497 | +40,251 | 28.18% | Q4 2025 | Feb 13, 2026 |
| Private Advisory Group LLC | History | Added to | 182,907 | 12,071 | 0.95% | 0.94% | 498 | +7,018 | 3.99% | Q4 2025 | Jan 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 182,707 | 12,058 | 0.53% | 0.52% | 499 | +6,000 | 3.4% | Q4 2025 | Jan 29, 2026 |
| Montecito Bank & Trust | History | Reduced | 182,328 | 12,033 | 1.92% | 1.89% | 500 | -4,051 | -2.17% | Q4 2025 | Jan 09, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 182,284 | 12,030 | 0.9% | 0.93% | 501 | +111 | 0.06% | Q4 2025 | Feb 04, 2026 |
| Carroll Advisory Group, LLC | History | New | 181,517 | 11,980 | 5.18% | — | 502 | +181,517 | New | Q4 2025 | Feb 09, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 181,462 | 11,976 | 0.01% | 0.01% | 503 | -3,096 | -1.68% | Q4 2025 | Feb 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 181,308 | 11,966 | 0.13% | 0.14% | 504 | +483 | 0.27% | Q4 2025 | Feb 06, 2026 |
| IFG Advisory, LLC | History | Added to | 180,903 | 11,939 | 0.52% | 0.53% | 505 | +1,891 | 1.06% | Q4 2025 | Feb 10, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Reduced | 180,588 | 11,918 | 2.27% | 2.38% | 506 | -18,309 | -9.21% | Q4 2025 | Feb 09, 2026 |
| AMG National Trust Bank | History | Reduced | 179,950 | 11,876 | 0.28% | 0.29% | 507 | -516 | -0.29% | Q4 2025 | Jan 30, 2026 |
| HB Wealth Management, LLC | History | Reduced | 179,370 | 11,838 | 0.08% | 0.08% | 508 | -7,082 | -3.8% | Q4 2025 | Jan 28, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 178,866 | 11,805 | 0.28% | 0.29% | 509 | -182 | -0.1% | Q4 2025 | Feb 03, 2026 |
| Townsend Financial Planning, LLC | History | New | 178,486 | 11,780 | 11.79% | — | 510 | +178,486 | New | Q4 2025 | Feb 17, 2026 |
| SoundView Advisors Inc. | History | New | 176,978 | 11,680 | 4.07% | — | 511 | +176,978 | New | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | Reduced | 175,486 | 11,582 | 0.35% | 0.37% | 512 | -20,113 | -10.28% | Q4 2025 | Feb 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 174,801 | 11,536 | 0.23% | 0.16% | 513 | +50,535 | 40.67% | Q4 2025 | Feb 05, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 173,727 | 11,466 | 3.19% | 3.11% | 514 | +8,658 | 5.25% | Q4 2025 | Jan 23, 2026 |
| MTC Wealth Management LLC | History | Reduced | 173,047 | 11,421 | 5.36% | 5.34% | 515 | -2,708 | -1.54% | Q4 2025 | Jan 15, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 172,042 | 11,354 | 5.76% | 5.69% | 516 | +7,576 | 4.61% | Q4 2025 | Feb 17, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 171,442 | 11,315 | 0.88% | 0.95% | 517 | -3,425 | -1.96% | Q4 2025 | Jan 08, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 170,091 | 11,226 | 0.44% | 0.47% | 518 | -8,889 | -4.97% | Q4 2025 | Jan 14, 2026 |
| EASTERN BANK | History | Added to | 169,955 | 11,217 | 0.19% | 0.15% | 519 | +39,356 | 30.13% | Q4 2025 | Jan 14, 2026 |
| Idaho Trust Co | History | Added to | 169,247 | 11,170 | 3.7% | 3.71% | 520 | +292 | 0.17% | Q4 2025 | Feb 05, 2026 |
| Partnership Wealth Management, LLC | History | Added to | 168,875 | 11,145 | 8.02% | 8.44% | 521 | +964 | 0.57% | Q4 2025 | Jan 09, 2026 |
| Affiance Financial, LLC | History | Reduced | 168,475 | 11,119 | 1.79% | 2.02% | 522 | -1,551 | -0.91% | Q4 2025 | Jan 21, 2026 |
| DAVENPORT & Co LLC | History | Added to | 167,510 | 11,055 | 0.06% | 0.06% | 523 | +6,553 | 4.07% | Q4 2025 | Jan 12, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 166,961 | 11,048 | 3.86% | 3.84% | 524 | +8,466 | 5.34% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 167,176 | 11,033 | 0.52% | 0.42% | 525 | +19,934 | 13.54% | Q4 2025 | Jan 21, 2026 |
| JSF Financial, LLC | History | Reduced | 167,106 | 11,028 | 2.29% | 2.42% | 526 | -156 | -0.09% | Q4 2025 | Feb 04, 2026 |
| Rochester Wealth Strategies, LLC | History | Added to | 166,472 | 10,987 | 6.9% | 6.93% | 527 | +4,076 | 2.51% | Q4 2025 | Jan 15, 2026 |
| Rice Partnership, LLC | History | Added to | 165,621 | 10,930 | 1.48% | 1.4% | 528 | +14,442 | 9.55% | Q4 2025 | Feb 10, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 164,938 | 10,885 | 3.01% | 2.91% | 529 | +9,173 | 5.89% | Q4 2025 | Jan 07, 2026 |
| Petix & Botte Co | History | Reduced | 164,751 | 10,873 | 2.47% | 2.76% | 530 | -18,355 | -10.02% | Q4 2025 | Feb 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 164,593 | 10,863 | 0.36% | 0.35% | 531 | +9,042 | 5.81% | Q4 2025 | Feb 13, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 164,469 | 10,854 | 0.57% | 0.55% | 532 | +10,102 | 6.54% | Q4 2025 | Jan 23, 2026 |
| VANGUARD GROUP INC | History | Added to | 164,394 | 10,850 | 0.0% | 0.0% | 533 | +1,213 | 0.74% | Q4 2025 | Jan 29, 2026 |
| CX Institutional | History | Added to | 164,147 | 10,834 | 0.32% | 0.32% | 534 | +3,980 | 2.48% | Q4 2025 | Feb 02, 2026 |
| IFS Advisors, LLC | History | Added to | 163,955 | 10,821 | 5.62% | 6.18% | 535 | +2,143 | 1.32% | Q4 2025 | Jan 09, 2026 |
| Econ Financial Services Corp | History | Reduced | 163,878 | 10,815 | 5.42% | 5.35% | 536 | -651 | -0.4% | Q4 2025 | Jan 15, 2026 |
| Community Bank, N.A. | History | Reduced | 163,605 | 10,797 | 1.28% | 1.29% | 537 | -158 | -0.1% | Q4 2025 | Feb 04, 2026 |
| Carr Financial Group Corp | History | Reduced | 162,812 | 10,745 | 2.86% | 2.96% | 538 | -2,426 | -1.47% | Q4 2025 | Jan 09, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 162,578 | 10,730 | 1.31% | 1.3% | 539 | +8,562 | 5.56% | Q4 2025 | Jan 07, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 162,482 | 10,723 | 1.29% | 1.36% | 540 | -7,015 | -4.14% | Q4 2025 | Jan 27, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 162,170 | 10,703 | 0.22% | 0.37% | 541 | -81,219 | -33.37% | Q4 2025 | Feb 03, 2026 |
| TruWealth Advisors, LLC | History | Added to | 161,710 | 10,672 | 0.52% | 0.52% | 542 | +3,794 | 2.4% | Q4 2025 | Jan 07, 2026 |
| Certified Advisory Corp | History | Reduced | 160,908 | 10,619 | 0.97% | 1.01% | 543 | -2,033 | -1.25% | Q4 2025 | Jan 12, 2026 |
| Rossmore Private Capital | History | Added to | 160,501 | 10,593 | 0.94% | 1.02% | 544 | +15,374 | 10.59% | Q4 2025 | Feb 05, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 160,434 | 10,588 | 1.47% | 1.47% | 545 | +14,041 | 9.59% | Q4 2025 | Jan 09, 2026 |
| UNION SAVINGS BANK | History | New | 160,393 | 10,585 | 4.59% | — | 546 | +160,393 | New | Q4 2025 | Mar 06, 2026 |
| Caldwell Trust Co | History | Added to | 160,155 | 10,570 | 0.94% | 0.88% | 547 | +16,559 | 11.53% | Q4 2025 | Jan 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 160,004 | 10,560 | 0.06% | 0.05% | 548 | +28,325 | 21.51% | Q4 2025 | Feb 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 159,900 | 10,553 | 0.02% | 0.03% | 549 | -9,180 | -5.43% | Q4 2025 | Feb 17, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 159,844 | 10,549 | 0.22% | 0.24% | 550 | -11,721 | -6.83% | Q4 2025 | Feb 18, 2026 |
| Lee-Kelleher Wealth Management | History | Added to | 159,187 | 10,506 | 6.27% | 6.1% | 551 | +7,502 | 4.95% | Q4 2025 | Jan 14, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 158,515 | 10,462 | 1.82% | 1.85% | 552 | +1,728 | 1.1% | Q4 2025 | Feb 02, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 158,028 | 10,429 | 1.67% | 1.64% | 553 | +8,172 | 5.45% | Q4 2025 | Feb 04, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 157,103 | 10,368 | 2.97% | 2.94% | 554 | +10,505 | 7.17% | Q4 2025 | Feb 10, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 156,637 | 10,338 | 0.15% | 0.15% | 555 | +1,972 | 1.28% | Q4 2025 | Feb 09, 2026 |
| YANKCOM Partnership | History | Added to | 155,192 | 10,242 | 4.35% | 4.4% | 556 | +5,549 | 3.71% | Q4 2025 | Jan 20, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Added to | 154,589 | 10,202 | 0.83% | 0.86% | 557 | +763 | 0.5% | Q4 2025 | Feb 17, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 154,561 | 10,201 | 3.59% | 4.07% | 558 | +2,176 | 1.43% | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 152,392 | 10,057 | 0.32% | 0.2% | 559 | +86,020 | 129.6% | Q4 2025 | Jan 20, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 152,310 | 10,052 | 0.15% | 0.15% | 560 | -6,504 | -4.1% | Q4 2025 | Feb 17, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 152,224 | 10,046 | 0.4% | 0.42% | 561 | -1,897 | -1.23% | Q4 2025 | Jan 20, 2026 |
| Hiley Hunt Wealth Management | History | Reduced | 151,986 | 10,031 | 4.49% | 4.75% | 562 | -2,828 | -1.83% | Q4 2025 | Jan 06, 2026 |
| Atria Investments, Inc | History | Added to | 151,508 | 9,999 | 0.11% | 0.1% | 563 | +14,612 | 10.67% | Q4 2025 | Feb 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 151,349 | 9,989 | 0.15% | 0.16% | 564 | +3,193 | 2.16% | Q4 2025 | Feb 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 149,926 | 9,895 | 0.12% | 0.11% | 565 | +9,618 | 6.85% | Q4 2025 | Jan 21, 2026 |
| World Investment Advisors | History | Added to | 149,388 | 9,859 | 0.16% | 0.15% | 566 | +34,456 | 29.98% | Q4 2025 | Mar 12, 2026 |
| Aft, Forsyth & Sober, LLC | History | No change | 148,125 | 9,776 | 2.96% | 3.0% | 567 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 147,920 | 9,762 | 1.03% | 1.06% | 568 | -1,148 | -0.77% | Q4 2025 | Jan 20, 2026 |
| GREENBERG FINANCIAL GROUP | History | New | 147,594 | 9,741 | 4.01% | — | 569 | +147,594 | New | Q4 2025 | Jan 22, 2026 |
| WESBANCO BANK INC | History | Reduced | 147,240 | 9,717 | 0.27% | 0.31% | 570 | -24,227 | -14.13% | Q4 2025 | Feb 03, 2026 |
| Choate Investment Advisors | History | Reduced | 147,039 | 9,704 | 0.19% | 0.25% | 571 | -36,452 | -19.87% | Q4 2025 | Feb 09, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 146,734 | 9,684 | 1.35% | 1.31% | 572 | +5,962 | 4.24% | Q4 2025 | Jan 29, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 146,140 | 9,645 | 4.96% | 5.29% | 573 | -2,653 | -1.78% | Q4 2025 | Jan 23, 2026 |
| Pachira Investments Inc. | History | Reduced | 146,049 | 9,639 | 4.69% | 6.0% | 574 | -17,481 | -10.69% | Q4 2025 | Feb 02, 2026 |
| Richwood Investment Advisors, LLC | History | Added to | 134,248 | 9,629 | 6.91% | 6.74% | 575 | +2,376 | 1.8% | Q4 2025 | Feb 12, 2026 |
| AA Financial Advisors, LLC | History | Added to | 145,239 | 9,585 | 1.77% | 0.91% | 576 | +74,515 | 105.36% | Q4 2025 | Jan 14, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 144,541 | 9,539 | 2.91% | 2.42% | 577 | +28,391 | 24.44% | Q4 2025 | Feb 05, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 143,940 | 9,500 | 0.71% | 0.71% | 578 | +1,969 | 1.39% | Q4 2025 | Feb 05, 2026 |
| LM Advisors LLC | History | Reduced | 624 | 9,455 | 0.17% | 0.09% | 579 | -8,831 | -93.4% | Q4 2025 | Feb 13, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 143,136 | 9,446 | 0.24% | 0.26% | 580 | -8,049 | -5.32% | Q4 2025 | Feb 06, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 143,021 | 9,439 | 2.86% | 3.22% | 581 | -24,091 | -14.42% | Q4 2025 | Feb 06, 2026 |
| Clarus Wealth Advisors | History | Added to | 135,851 | 9,422 | 3.91% | 3.91% | 582 | +1,514 | 1.13% | Q4 2025 | Jan 14, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 142,407 | 9,398 | 1.8% | 1.79% | 583 | +3,571 | 2.57% | Q4 2025 | Jan 21, 2026 |
| Spire Wealth Management | History | Added to | 141,943 | 9,368 | 0.31% | 0.31% | 584 | +3,275 | 2.36% | Q4 2025 | Jan 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 141,600 | 9,345 | 0.0% | 0.0% | 585 | +10,100 | 7.68% | Q4 2025 | Feb 17, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 141,195 | 9,318 | 1.44% | 1.54% | 586 | +5,823 | 4.3% | Q4 2025 | Jan 28, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 139,341 | 9,196 | 0.16% | 0.31% | 587 | -206,717 | -59.73% | Q4 2025 | Feb 17, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | History | Reduced | 138,072 | 9,112 | 1.64% | 1.71% | 588 | -8,547 | -5.83% | Q4 2025 | Jan 23, 2026 |
| ASPIRIANT, LLC | History | Added to | 137,803 | 9,095 | 0.26% | 0.12% | 589 | +78,978 | 134.26% | Q4 2025 | Jan 20, 2026 |
| SlateStone Wealth, LLC | History | Added to | 137,388 | 9,068 | 0.76% | 0.74% | 590 | +6,907 | 5.29% | Q4 2025 | Feb 11, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 136,905 | 9,035 | 1.42% | 1.37% | 591 | +9,574 | 7.52% | Q4 2025 | Feb 11, 2026 |
| Long Run Wealth Advisors, LLC | History | Added to | 136,294 | 8,995 | 1.69% | 1.71% | 592 | +2,979 | 2.23% | Q4 2025 | Feb 02, 2026 |
| Allegheny Financial Group | History | Added to | 136,253 | 8,992 | 1.33% | 0.9% | 593 | +62,464 | 84.65% | Q4 2025 | Feb 02, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 136,222 | 8,990 | 1.65% | 1.64% | 594 | -5,200 | -3.68% | Q4 2025 | Feb 05, 2026 |
| David J Yvars Group | History | Added to | 136,168 | 8,987 | 4.78% | 4.61% | 595 | +4,226 | 3.2% | Q4 2025 | Jan 12, 2026 |
| Opes Wealth Management LLC | History | Added to | 135,922 | 8,970 | 1.46% | 1.5% | 596 | +3,288 | 2.48% | Q4 2025 | Feb 02, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 135,277 | 8,928 | 0.12% | 0.12% | 597 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 134,728 | 8,892 | 1.91% | 1.91% | 598 | +1,626 | 1.22% | Q4 2025 | Feb 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 178,380 | 8,877 | 0.22% | 0.24% | 599 | -10,701 | -5.66% | Q4 2025 | Feb 11, 2026 |
| Mutual Advisors, LLC | History | Reduced | 133,792 | 8,830 | 0.19% | 0.2% | 600 | -5,943 | -4.25% | Q4 2025 | Feb 02, 2026 |
| Citizens National Bank Trust Department | History | Added to | 133,211 | 8,791 | 1.52% | 1.54% | 601 | +1,172 | 0.89% | Q4 2025 | Jan 30, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 132,551 | 8,748 | 3.68% | 3.83% | 602 | -4,937 | -3.59% | Q4 2025 | Feb 05, 2026 |
| EWA, LLC | History | Added to | 132,543 | 8,747 | 2.14% | 2.31% | 603 | +4,590 | 3.59% | Q4 2025 | Feb 03, 2026 |
| Advisory Alpha, LLC | History | Added to | 130,403 | 8,606 | 0.23% | 0.23% | 604 | +2,036 | 1.59% | Q4 2025 | Feb 06, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 130,261 | 8,597 | 0.35% | 0.36% | 605 | -262 | -0.2% | Q4 2025 | Jan 27, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 129,183 | 8,526 | 4.05% | 3.83% | 606 | +11,856 | 10.11% | Q4 2025 | Feb 12, 2026 |
| ROGCO, LP | History | Added to | 128,847 | 8,503 | 2.82% | 2.86% | 607 | +4,180 | 3.35% | Q4 2025 | Jan 30, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 128,290 | 8,467 | 0.04% | 0.04% | 608 | -2,710 | -2.07% | Q4 2025 | Feb 12, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 124,457 | 8,435 | 0.19% | 0.2% | 609 | -6,324 | -4.84% | Q4 2025 | Jan 08, 2026 |
| Alley Investment Management Company, LLC | History | Reduced | 127,764 | 8,432 | 0.99% | 0.98% | 610 | -962 | -0.75% | Q4 2025 | Jan 27, 2026 |
| PEOPLES BANK /OH | History | Reduced | 127,671 | 8,426 | 5.23% | 5.2% | 611 | -2,126 | -1.64% | Q4 2025 | Jan 29, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 127,356 | 8,405 | 0.22% | 0.22% | 612 | +4,111 | 3.34% | Q4 2025 | Feb 17, 2026 |
| Vectors Research Management, LLC | History | Added to | 127,128 | 8,390 | 2.56% | 2.55% | 613 | +3,234 | 2.61% | Q4 2025 | Feb 03, 2026 |
| ASL Financial, LLC | History | New | 126,960 | 8,379 | 6.58% | — | 614 | +126,960 | New | Q4 2025 | Jan 20, 2026 |
| United Financial Planning Group LLC | History | Reduced | 126,709 | 8,362 | 5.07% | 5.21% | 615 | -80 | -0.06% | Q4 2025 | Feb 11, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 125,403 | 8,276 | 1.74% | 1.87% | 616 | -4,818 | -3.7% | Q4 2025 | Jan 07, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 125,075 | 8,254 | 0.3% | 0.27% | 617 | -950 | -0.75% | Q4 2025 | Jan 30, 2026 |
| Montis Financial, LLC | History | Added to | 124,955 | 8,247 | 1.63% | 1.88% | 618 | +202 | 0.16% | Q4 2025 | Feb 11, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Added to | 124,706 | 8,230 | 3.98% | 3.83% | 619 | +6,078 | 5.12% | Q4 2025 | Jan 14, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 124,428 | 8,212 | 2.99% | 3.05% | 620 | +7,316 | 6.25% | Q4 2025 | Feb 11, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | New | 123,677 | 8,162 | 0.63% | — | 621 | +123,677 | New | Q4 2025 | Feb 03, 2026 |
| Canal Capital Management, LLC | History | Reduced | 123,571 | 8,155 | 1.16% | 1.22% | 622 | -1,266 | -1.01% | Q4 2025 | Jan 06, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 123,319 | 8,139 | 0.17% | 0.73% | 623 | +58,494 | 90.23% | Q4 2025 | Feb 17, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 121,989 | 8,051 | 3.16% | 3.47% | 624 | -10,170 | -7.7% | Q4 2025 | Feb 04, 2026 |
| MidFirst Bank | History | New | 120,094 | 7,926 | 0.63% | — | 625 | +120,094 | New | Q4 2025 | Feb 25, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 120,000 | 7,920 | 0.01% | 1.91% | 626 | +113,676 | 1797.53% | Q4 2025 | Feb 17, 2026 |
| NWAM LLC | History | Added to | 117,046 | 7,910 | 0.44% | 0.41% | 627 | +716 | 0.62% | Q4 2025 | Feb 04, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | Reduced | 119,500 | 7,887 | 5.87% | 6.06% | 628 | -1,535 | -1.27% | Q4 2025 | Jan 27, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 119,165 | 7,864 | 5.6% | — | 629 | +119,165 | New | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 118,975 | 7,852 | 0.06% | 0.07% | 630 | -2,200 | -1.82% | Q4 2025 | Jan 26, 2026 |
| SOL Capital Management CO | History | Added to | 118,811 | 7,842 | 0.7% | 0.61% | 631 | +15,265 | 14.74% | Q4 2025 | Jan 30, 2026 |
| Birch Hill Investment Advisors LLC | History | Added to | 118,714 | 7,835 | 0.33% | 0.32% | 632 | +2,893 | 2.5% | Q4 2025 | Jan 27, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Added to | 118,511 | 7,821 | 0.02% | 0.02% | 633 | +3,156 | 2.74% | Q4 2025 | Feb 13, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Reduced | 118,489 | 7,820 | 2.14% | 2.3% | 634 | -2,773 | -2.29% | Q4 2025 | Jan 26, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 117,960 | 7,785 | 0.55% | 0.6% | 635 | +1,135 | 0.97% | Q4 2025 | Jan 21, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 117,832 | 7,776 | 0.25% | 0.22% | 636 | +10,471 | 9.75% | Q4 2025 | Jan 14, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 117,493 | 7,754 | 1.03% | 1.35% | 637 | -44,222 | -27.35% | Q4 2025 | Jan 05, 2026 |
| Bauman Advisory Group, LLC | History | New | 117,481 | 7,753 | 6.25% | — | 638 | +117,481 | New | Q4 2025 | Feb 20, 2026 |
| New Hampshire Trust | History | Reduced | 117,351 | 7,745 | 1.51% | 1.69% | 639 | -16,866 | -12.57% | Q4 2025 | Jan 29, 2026 |
| Boltwood Capital Management | History | Added to | 116,985 | 7,721 | 2.01% | 2.01% | 640 | +1,465 | 1.27% | Q4 2025 | Jan 02, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 116,980 | 7,720 | 6.69% | — | 641 | +116,980 | New | Q4 2025 | Feb 10, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 116,415 | 7,683 | 2.25% | 2.22% | 642 | +1,126 | 0.98% | Q4 2025 | Jan 22, 2026 |
| Enclave Advisors LLC | History | Added to | 116,281 | 7,674 | 1.09% | 1.04% | 643 | +11,989 | 11.5% | Q4 2025 | Jan 14, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 109,672 | 7,616 | 3.51% | 3.25% | 644 | +8,737 | 8.66% | Q4 2025 | Feb 04, 2026 |
| Alpha Financial Partners, LLC | History | Added to | 115,161 | 7,600 | 4.64% | 4.71% | 645 | +4,153 | 3.74% | Q4 2025 | Feb 10, 2026 |
| Transcendent Capital Group LLC | History | Added to | 115,050 | 7,593 | 3.44% | 3.34% | 646 | +613 | 0.54% | Q4 2025 | Jan 26, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 114,493 | 7,556 | 0.15% | 0.19% | 647 | -30,964 | -21.29% | Q4 2025 | Feb 12, 2026 |
| Crestmont Private Wealth LLC | History | Added to | 113,471 | 7,489 | 2.43% | 2.45% | 648 | +69 | 0.06% | Q4 2025 | Feb 10, 2026 |
| Keenan, LLC | History | New | 113,336 | 7,480 | 6.58% | — | 649 | +113,336 | New | Q4 2025 | Mar 04, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 113,141 | 7,467 | 1.31% | 1.23% | 650 | +15,236 | 15.56% | Q4 2025 | Jan 29, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 112,632 | 7,433 | 0.9% | 0.95% | 651 | -3,052 | -2.64% | Q4 2025 | Jan 13, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 111,648 | 7,368 | 1.4% | 1.4% | 652 | +1,933 | 1.76% | Q4 2025 | Feb 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 111,393 | 7,351 | 0.23% | 0.24% | 653 | -1,235 | -1.1% | Q4 2025 | Jan 30, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 110,864 | 7,316 | 0.8% | 0.79% | 654 | +3,606 | 3.36% | Q4 2025 | Jan 20, 2026 |
| Tempo Wealth, LLC | History | New | 110,701 | 7,306 | 1.3% | — | 655 | +110,701 | New | Q4 2025 | Feb 25, 2026 |
| Legacy Trust | History | Reduced | 110,329 | 7,281 | 1.36% | 1.42% | 656 | -61 | -0.06% | Q4 2025 | Jan 22, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 112,108 | 7,279 | 0.76% | 0.83% | 657 | -4,068 | -3.5% | Q4 2025 | Feb 12, 2026 |
| EPG Wealth Management LLC | History | Added to | 109,971 | 7,258 | 1.95% | 1.95% | 658 | +1,283 | 1.18% | Q4 2025 | Jan 28, 2026 |
| CITY HOLDING CO | History | Added to | 109,955 | 7,257 | 0.89% | 0.85% | 659 | +6,179 | 5.95% | Q4 2025 | Jan 22, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 109,681 | 7,238 | 3.53% | 3.49% | 660 | +1,452 | 1.34% | Q4 2025 | Feb 09, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 109,499 | 7,226 | 0.26% | 0.33% | 661 | -21,426 | -16.37% | Q4 2025 | Jan 27, 2026 |
| Busey Bank | History | Reduced | 109,483 | 7,225 | 0.19% | 0.21% | 662 | -7,602 | -6.49% | Q4 2025 | Jan 27, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 109,388 | 7,219 | 3.6% | 3.69% | 663 | -88 | -0.08% | Q4 2025 | Feb 04, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 109,025 | 7,195 | 0.78% | 0.82% | 664 | +467 | 0.43% | Q4 2025 | Jan 26, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 108,989 | 7,193 | 0.11% | 0.11% | 665 | -482 | -0.44% | Q4 2025 | Jan 22, 2026 |
| Parisi Gray Wealth Management | History | Reduced | 108,856 | 7,184 | 1.63% | 1.92% | 666 | -4,216 | -3.73% | Q4 2025 | Jan 07, 2026 |
| Financial Council, LLC | History | Added to | 108,676 | 7,172 | 2.86% | 3.11% | 667 | +1,261 | 1.17% | Q4 2025 | Feb 05, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 108,595 | 7,167 | 3.04% | 2.91% | 668 | +5,044 | 4.87% | Q4 2025 | Jan 28, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 104,546 | 7,138 | 0.37% | 0.37% | 669 | -83 | -0.08% | Q4 2025 | Mar 04, 2026 |
| TCTC Holdings, LLC | History | Added to | 108,059 | 7,131 | 0.21% | 0.21% | 670 | +350 | 0.32% | Q4 2025 | Feb 12, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 107,840 | 7,117 | 2.94% | 3.11% | 671 | -4,067 | -3.63% | Q4 2025 | Jan 14, 2026 |
| Wedmont Private Capital | History | Added to | 104,019 | 7,100 | 0.25% | 0.24% | 672 | +5,710 | 5.81% | Q4 2025 | Jan 08, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 107,518 | 7,096 | 3.86% | 4.15% | 673 | -5,405 | -4.79% | Q4 2025 | Jan 23, 2026 |
| Alliance Wealth Management Group | History | Added to | 107,367 | 7,088 | 1.56% | 1.51% | 674 | +3,171 | 3.04% | Q4 2025 | Jan 21, 2026 |
| LeConte Wealth Management, LLC | History | Reduced | 107,370 | 7,086 | 4.63% | 5.41% | 675 | -16,797 | -13.53% | Q4 2025 | Jan 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 106,700 | 7,042 | 0.0% | 0.0% | 676 | +4,100 | 4.0% | Q4 2025 | Feb 13, 2026 |
| Fiduciary Group, LLC | History | Reduced | 106,452 | 7,025 | 0.59% | 0.65% | 677 | -6,943 | -6.12% | Q4 2025 | Feb 12, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 106,294 | 7,015 | 0.63% | — | 678 | +106,294 | New | Q4 2025 | Feb 13, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 106,134 | 7,004 | 1.41% | 1.39% | 679 | -1,853 | -1.72% | Q4 2025 | Feb 12, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 105,777 | 6,981 | 0.66% | 0.68% | 680 | -25 | -0.02% | Q4 2025 | Jan 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 105,640 | 6,972 | 0.44% | 0.46% | 681 | +780 | 0.74% | Q4 2025 | Feb 06, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Reduced | 104,152 | 6,968 | 4.13% | 4.0% | 682 | -1,844 | -1.74% | Q4 2025 | Jan 06, 2026 |
| Rothschild Wealth LLC | History | Added to | 105,425 | 6,958 | 0.67% | 0.36% | 683 | +80,414 | 321.51% | Q4 2025 | Feb 17, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 105,244 | 6,946 | 1.92% | 1.9% | 684 | -30,170 | -22.28% | Q4 2025 | Feb 12, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 105,249 | 6,946 | 1.41% | 1.47% | 685 | -1,564 | -1.46% | Q4 2025 | Feb 03, 2026 |
| First National Bank of Hutchinson | History | Reduced | 105,155 | 6,940 | 4.07% | 4.04% | 686 | -11,985 | -10.23% | Q4 2025 | Jan 29, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 105,096 | 6,936 | 0.05% | 0.05% | 687 | -460 | -0.44% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Reduced | 105,025 | 6,932 | 0.11% | 0.13% | 688 | -8,913 | -7.82% | Q4 2025 | Feb 09, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 104,446 | 6,894 | 0.09% | 0.09% | 689 | +1,447 | 1.4% | Q4 2025 | Feb 10, 2026 |
| Stephenson & Company, Inc. | History | Added to | 104,339 | 6,886 | 3.78% | 3.79% | 690 | +3,198 | 3.16% | Q4 2025 | Jan 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 104,156 | 6,874 | 0.15% | 0.16% | 691 | -523 | -0.5% | Q4 2025 | Jan 27, 2026 |
| Dentgroup LLC | History | Reduced | 103,674 | 6,842 | 4.7% | 4.65% | 692 | -6,489 | -5.89% | Q4 2025 | Jan 28, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 103,636 | 6,839 | 1.69% | 1.64% | 693 | -7,915 | -7.1% | Q4 2025 | Jan 08, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 103,571 | 6,835 | 0.05% | 0.05% | 694 | -5,957 | -5.44% | Q4 2025 | Feb 13, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Added to | 103,441 | 6,827 | 2.04% | 1.92% | 695 | +10,620 | 11.44% | Q4 2025 | Jan 26, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 103,396 | 6,824 | 3.22% | 3.11% | 696 | +5,743 | 5.88% | Q4 2025 | Jan 23, 2026 |
| Neuberger Berman Group LLC | History | Added to | 103,179 | 6,809 | 0.01% | 0.0% | 697 | +17,095 | 19.86% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 102,488 | 6,764 | 0.08% | 0.09% | 698 | -16,169 | -13.63% | Q4 2025 | Feb 11, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 102,254 | 6,748 | 1.57% | 1.85% | 699 | -3,277 | -3.11% | Q4 2025 | Jan 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 101,559 | 6,702 | 0.35% | 0.36% | 700 | -3,497 | -3.33% | Q4 2025 | Feb 11, 2026 |
| Park Place Capital Corp | History | Reduced | 101,469 | 6,696 | 1.39% | 1.54% | 701 | -10,504 | -9.38% | Q4 2025 | Jan 09, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 101,266 | 6,683 | 0.11% | 0.12% | 702 | +486 | 0.48% | Q4 2025 | Feb 05, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 100,928 | 6,661 | 0.4% | 0.51% | 703 | -19,243 | -16.01% | Q4 2025 | Feb 17, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 100,685 | 6,646 | 1.92% | 1.55% | 704 | +1,783 | 1.8% | Q4 2025 | Jan 29, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 100,465 | 6,630 | 2.59% | 2.55% | 705 | +3,675 | 3.8% | Q4 2025 | Jan 28, 2026 |
| Coign Capital Advisors LLC | History | Added to | 100,228 | 6,615 | 3.46% | 3.24% | 706 | +10,112 | 11.22% | Q4 2025 | Jan 20, 2026 |
| Global Wealth Management, LLC | History | Reduced | 99,957 | 6,597 | 3.55% | 3.63% | 707 | -6,001 | -5.66% | Q4 2025 | Jan 26, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 98,827 | 6,522 | 0.55% | 0.51% | 708 | +7,238 | 7.9% | Q4 2025 | Jan 15, 2026 |
| Centennial Bank/AR/ | History | Reduced | 98,741 | 6,516 | 2.59% | 2.55% | 709 | -500 | -0.5% | Q4 2025 | Feb 17, 2026 |
| North Berkeley Wealth Management, LLC | History | Added to | 98,576 | 6,505 | 3.84% | 4.8% | 710 | +5,342 | 5.73% | Q4 2025 | Feb 10, 2026 |
| Cottage Street Advisors LLC | History | Reduced | 98,535 | 6,503 | 2.75% | 2.75% | 711 | -500 | -0.5% | Q4 2025 | Jan 26, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 98,425 | 6,496 | 0.75% | 0.81% | 712 | +823 | 0.84% | Q4 2025 | Feb 17, 2026 |
| Lynx Investment Advisory | History | Reduced | 98,290 | 6,487 | 3.54% | 3.96% | 713 | -3,093 | -3.05% | Q4 2025 | Feb 05, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 98,143 | 6,477 | 0.18% | 0.18% | 714 | -1,319 | -1.33% | Q4 2025 | Jan 20, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 97,751 | 6,451 | 0.36% | 0.36% | 715 | +7,067 | 7.79% | Q4 2025 | Feb 04, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 97,616 | 6,442 | 1.57% | 1.74% | 716 | -14,711 | -13.1% | Q4 2025 | Feb 12, 2026 |
| Sound Stewardship, LLC | History | Added to | 97,441 | 6,431 | 3.08% | 2.99% | 717 | +1,850 | 1.94% | Q4 2025 | Jan 30, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 97,062 | 6,406 | 0.36% | 0.38% | 718 | -755 | -0.77% | Q4 2025 | Feb 10, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 96,830 | 6,390 | 4.84% | 5.01% | 719 | +144 | 0.15% | Q4 2025 | Jan 15, 2026 |
| Watchman Group, Inc. | History | Reduced | 96,563 | 6,373 | 1.52% | 1.83% | 720 | -19,437 | -16.76% | Q4 2025 | Feb 06, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 96,552 | 6,372 | 0.73% | 0.78% | 721 | -2,359 | -2.38% | Q4 2025 | Feb 10, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 96,111 | 6,343 | 0.98% | 1.01% | 722 | +4 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BANK OF HAWAII | History | Reduced | 95,810 | 6,323 | 0.31% | 0.37% | 723 | -16,615 | -14.78% | Q4 2025 | Mar 03, 2026 |
| BayBridge Capital Group, LLC | History | Added to | 95,622 | 6,311 | 3.91% | 3.89% | 724 | +2,202 | 2.36% | Q4 2025 | Jan 16, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | New | 95,112 | 6,277 | 5.28% | — | 725 | +95,112 | New | Q4 2025 | Jan 23, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Added to | 95,010 | 6,270 | 6.32% | 9.75% | 727 | +3,670 | 4.02% | Q4 2025 | Feb 05, 2026 |
| Friedenthal Financial | History | Reduced | 95,000 | 6,270 | 3.22% | 3.3% | 726 | -2,922 | -2.98% | Q4 2025 | Jan 27, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 89,411 | 6,264 | 0.2% | 0.19% | 728 | +1,458 | 1.66% | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 94,710 | 6,250 | 0.03% | 0.06% | 729 | -78,477 | -45.31% | Q4 2025 | Feb 10, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Reduced | 94,162 | 6,214 | 3.7% | 3.87% | 730 | -902 | -0.95% | Q4 2025 | Feb 13, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 93,872 | 6,195 | 0.81% | 0.79% | 731 | +2,118 | 2.31% | Q4 2025 | Feb 10, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 93,737 | 6,187 | 1.36% | 0.9% | 732 | +31,428 | 50.44% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 93,486 | 6,170 | 0.15% | 0.16% | 733 | -1,115 | -1.18% | Q4 2025 | Feb 09, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 93,434 | 6,166 | 2.36% | 2.36% | 734 | +2,548 | 2.8% | Q4 2025 | Feb 05, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 93,281 | 6,156 | 0.98% | 1.01% | 735 | -621 | -0.66% | Q4 2025 | Feb 09, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 88,572 | 6,120 | 0.78% | 0.71% | 736 | +7,030 | 8.62% | Q4 2025 | Jan 14, 2026 |
| Elyxium Wealth, LLC | History | Reduced | 92,654 | 6,115 | 1.7% | 2.84% | 737 | -32,035 | -25.69% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 91,577 | 6,044 | 0.4% | 0.39% | 738 | +3,590 | 4.08% | Q4 2025 | Jan 23, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 91,465 | 6,036 | 1.75% | 1.67% | 739 | +1,706 | 1.9% | Q4 2025 | Jan 12, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | New | 91,277 | 6,024 | 1.59% | — | 740 | +91,277 | New | Q4 2025 | Feb 06, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 90,940 | 6,002 | 0.64% | 0.57% | 741 | +14,548 | 19.04% | Q4 2025 | Jan 08, 2026 |
| WLTH Capital Management, LLC | History | New | 83,912 | 5,977 | 4.62% | — | 742 | +83,912 | New | Q4 2025 | Feb 24, 2026 |
| Global Trust Wealth Management LLC | History | New | 90,514 | 5,973 | 4.43% | — | 743 | +90,514 | New | Q4 2025 | Jan 28, 2026 |
| Investment Advisory Group, LLC | History | Added to | 89,186 | 5,886 | 1.51% | 1.57% | 744 | +496 | 0.56% | Q4 2025 | Jan 23, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 88,519 | 5,842 | 1.31% | 1.37% | 745 | -1,004 | -1.12% | Q4 2025 | Jan 12, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 88,313 | 5,828 | 1.73% | 1.89% | 746 | -2,452 | -2.7% | Q4 2025 | Feb 09, 2026 |
| SYON CAPITAL LLC | History | Reduced | 88,161 | 5,818 | 0.29% | 0.31% | 747 | -1,101 | -1.23% | Q4 2025 | Feb 11, 2026 |
| InvesTrust | History | Added to | 87,800 | 5,794 | 2.24% | 2.1% | 748 | +120 | 0.14% | Q4 2025 | Jan 14, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 87,786 | 5,793 | 1.31% | 1.27% | 749 | +2,049 | 2.39% | Q4 2025 | Feb 05, 2026 |
| RoundAngle Advisors LLC | History | Added to | 87,772 | 5,792 | 4.22% | 4.22% | 750 | +4,173 | 4.99% | Q4 2025 | Jan 12, 2026 |
| GreatBanc Trust CO | History | Reduced | 87,537 | 5,777 | 4.07% | 3.95% | 751 | -900 | -1.02% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 87,519 | 5,776 | 0.3% | 0.32% | 752 | -462 | -0.53% | Q4 2025 | Feb 05, 2026 |
| PFG Advisors | History | Reduced | 86,892 | 5,734 | 0.28% | 0.25% | 753 | -5,731 | -6.19% | Q4 2025 | Jan 27, 2026 |
| Delta Wealth Advisors LLC | History | Reduced | 86,689 | 5,721 | 4.79% | 4.47% | 754 | -749 | -0.86% | Q4 2025 | Jan 28, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 83,895 | 5,715 | 0.33% | 0.48% | 755 | +10,229 | 13.89% | Q4 2025 | Jan 29, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 86,589 | 5,714 | 0.63% | 0.73% | 756 | +253 | 0.29% | Q4 2025 | Jan 26, 2026 |
| CENTRAL TRUST Co | History | Added to | 86,345 | 5,698 | 0.11% | 0.11% | 757 | +2,604 | 3.11% | Q4 2025 | Feb 02, 2026 |
| Slagle Financial, LLC | History | Added to | 86,198 | 5,689 | 1.99% | 1.97% | 758 | +3,964 | 4.82% | Q4 2025 | Jan 26, 2026 |
| Rathbones Group PLC | History | Reduced | 86,190 | 5,688 | 0.02% | 0.02% | 759 | -8,005 | -8.5% | Q4 2025 | Feb 06, 2026 |
| Colonial Trust Co / SC | History | Added to | 86,134 | 5,684 | 0.76% | 0.71% | 760 | +4,984 | 6.14% | Q4 2025 | Feb 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 86,052 | 5,679 | 0.01% | 0.01% | 761 | -463 | -0.54% | Q4 2025 | Feb 17, 2026 |
| American National Bank of Texas | History | Reduced | 85,916 | 5,670 | 5.45% | 5.95% | 762 | -11,015 | -11.36% | Q4 2025 | Jan 08, 2026 |
| United Bank | History | Added to | 85,873 | 5,667 | 1.92% | 1.78% | 763 | +7,231 | 9.19% | Q4 2025 | Feb 05, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 85,826 | 5,664 | 0.37% | 0.39% | 764 | -587 | -0.68% | Q4 2025 | Feb 05, 2026 |
| FCA CORP /TX | History | Reduced | 85,667 | 5,654 | 1.6% | 1.66% | 765 | -5,788 | -6.33% | Q4 2025 | Feb 11, 2026 |
| Souders Financial Advisors | History | Added to | 85,677 | 5,654 | 0.65% | 0.66% | 766 | +163 | 0.19% | Q4 2025 | Feb 02, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 85,486 | 5,642 | 0.49% | 0.56% | 767 | -11,797 | -12.13% | Q4 2025 | Jan 26, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 85,224 | 5,624 | 2.6% | — | 768 | +85,224 | New | Q4 2025 | Feb 17, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 85,100 | 5,616 | 1.08% | 1.08% | 769 | -176 | -0.21% | Q4 2025 | Feb 06, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 84,821 | 5,598 | 2.06% | 1.95% | 770 | -9,534 | -10.1% | Q4 2025 | Feb 05, 2026 |
| Hilltop National Bank | History | Added to | 84,820 | 5,598 | 1.35% | 1.32% | 771 | +2,676 | 3.26% | Q4 2025 | Jan 07, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 84,489 | 5,576 | 2.04% | 1.06% | 772 | +49,742 | 143.15% | Q4 2025 | Jan 23, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 84,425 | 5,572 | 0.17% | 0.19% | 773 | -5,340 | -5.95% | Q4 2025 | Jan 06, 2026 |
| Greenfield Savings Bank | History | Reduced | 84,339 | 5,566 | 2.34% | 2.4% | 774 | -2,687 | -3.09% | Q4 2025 | Feb 02, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | New | 84,185 | 5,556 | 4.07% | — | 775 | +84,185 | New | Q4 2025 | Mar 04, 2026 |
| Hilltop Holdings Inc. | History | Added to | 83,749 | 5,527 | 0.33% | 0.28% | 776 | +2,497 | 3.07% | Q4 2025 | Feb 17, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 83,699 | 5,524 | 0.93% | 0.95% | 777 | -1,455 | -1.71% | Q4 2025 | Jan 23, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 83,548 | 5,514 | 0.04% | — | 778 | +83,548 | New | Q4 2025 | Feb 17, 2026 |
| PW ADVISORS, LLC \ FL | History | New | 83,443 | 5,507 | 4.42% | — | 779 | +83,443 | New | Q4 2025 | Feb 17, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 83,357 | 5,501 | 0.32% | 0.34% | 780 | -2,339 | -2.73% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 83,156 | 5,488 | 0.02% | 0.0% | 781 | +79,899 | 2453.15% | Q4 2025 | Feb 12, 2026 |
| FULTON BANK, N.A. | History | Added to | 82,822 | 5,466 | 0.19% | 0.13% | 782 | +27,068 | 48.55% | Q4 2025 | Jan 08, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 81,973 | 5,457 | 0.18% | 0.19% | 783 | -2,289 | -2.72% | Q4 2025 | Feb 13, 2026 |
| Hi-Line Capital Management, LLC | History | Reduced | 82,349 | 5,435 | 1.81% | 2.55% | 784 | -41,228 | -33.36% | Q4 2025 | Feb 06, 2026 |
| LifeWealth Investments, LLC | History | New | 82,344 | 5,434 | 1.72% | — | 785 | +82,344 | New | Q4 2025 | Jan 26, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 82,099 | 5,418 | 3.98% | 4.15% | 786 | -3,769 | -4.39% | Q4 2025 | Feb 06, 2026 |
| Midwest Professional Planners, LTD. | History | Reduced | 81,655 | 5,389 | 1.28% | 1.3% | 787 | -147 | -0.18% | Q4 2025 | Feb 06, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 81,193 | 5,358 | 0.66% | 0.25% | 788 | +48,205 | 146.13% | Q4 2025 | Feb 10, 2026 |
| FC Advisory LLC | History | Reduced | 81,002 | 5,346 | 1.54% | 1.56% | 789 | -495 | -0.61% | Q4 2025 | Jan 13, 2026 |
| Brookstone Capital Management | History | Added to | 80,977 | 5,344 | 0.06% | 0.06% | 790 | +5,386 | 7.13% | Q4 2025 | Jan 15, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 80,926 | 5,341 | 1.77% | 1.78% | 791 | +224 | 0.28% | Q4 2025 | Jan 22, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 2,079 | 5,337 | 0.37% | 0.32% | 792 | -73,934 | -97.26% | Q4 2025 | Feb 11, 2026 |
| Next Capital Management LLC | History | Added to | 80,757 | 5,329 | 1.71% | 1.53% | 793 | +10,566 | 15.05% | Q4 2025 | Feb 11, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 80,305 | 5,300 | 0.2% | 0.2% | 794 | -472 | -0.58% | Q4 2025 | Jan 12, 2026 |
| MSH Capital Advisors LLC | History | Added to | 79,882 | 5,272 | 1.13% | 1.35% | 795 | +2,780 | 3.61% | Q4 2025 | Feb 09, 2026 |
| MIDDLETON & CO INC/MA | History | Reduced | 79,145 | 5,223 | 0.55% | 0.56% | 796 | -120 | -0.15% | Q4 2025 | Jan 29, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 78,963 | 5,211 | 0.31% | 0.28% | 797 | +15,866 | 25.15% | Q4 2025 | Feb 10, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 78,420 | 5,175 | 0.4% | 0.35% | 798 | +1,239 | 1.61% | Q4 2025 | Jan 23, 2026 |
| United Community Bank | History | Added to | 78,379 | 5,173 | 1.96% | 1.49% | 799 | +4,864 | 6.62% | Q4 2025 | Jan 30, 2026 |
| BETO FINANCIAL GROUP, LLC | History | New | 74,688 | 5,172 | 3.49% | — | 800 | +74,688 | New | Q4 2025 | Feb 10, 2026 |