iSHARES TRUST - IJR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 21 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 | 42,562,587 | 5,115,171 | 3.24% | 3.35% | 1 | +235,129 | 0.56% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 33,605,423 | 4,038,699 | 0.29% | 0.26% | 2 | +1,901,134 | 6.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 21,386,228 | 2,570,196 | 0.13% | 0.12% | 3 | +2,766,659 | 14.86% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 18,064,089 | 2,170,942 | 0.13% | 0.13% | 4 | +86,538 | 0.48% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 17,525,618 | 2,106,228 | 0.58% | 0.57% | 5 | +992,984 | 6.01% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 16,340,857 | 1,963,844 | 0.58% | 0.5% | 6 | +1,591,767 | 10.79% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 16,260,705 | 1,954,245 | 1.19% | 1.2% | 7 | +1,375,104 | 9.24% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 14,958,652 | 1,797,730 | 0.33% | 0.35% | 8 | -444,092 | -2.88% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 14,095,517 | 1,693,999 | 0.53% | 0.52% | 9 | +366,136 | 2.67% | Q4 2025 | Feb 18, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 12,056,292 | 1,448,925 | 0.26% | 0.26% | 10 | -17,702 | -0.15% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 9,577,268 | 1,150,996 | 0.19% | 0.19% | 11 | -812,026 | -7.82% | Q4 2025 | Jan 29, 2026 |
| NORTHERN TRUST CORP | History | Added to | 9,440,907 | 1,134,608 | 0.14% | 0.14% | 12 | +74,169 | 0.79% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 8,519,398 | 1,023,861 | 0.02% | 0.02% | 13 | +186,298 | 2.24% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 7,957,626 | 956,347 | 0.52% | 0.57% | 14 | +79,334 | 1.01% | Q4 2025 | Feb 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 7,821,522 | 939,990 | 1.78% | 1.76% | 15 | +46,974 | 0.6% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,286,580 | 875,700 | 0.14% | — | 16 | +7,286,580 | New | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 6,472,847 | 777,906 | 0.1% | 0.09% | 17 | +64,051 | 1.0% | Q4 2025 | Mar 25, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 6,469,879 | 777,550 | 5.42% | 5.53% | 18 | +53,913 | 0.84% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 6,236,257 | 749,473 | 8.75% | 7.94% | 19 | +1,617,116 | 35.01% | Q4 2025 | Feb 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 6,133,925 | 737,175 | 1.15% | 1.1% | 20 | +363,673 | 6.3% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 4,957,174 | 595,753 | 2.82% | — | 21 | +4,957,174 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,898,843 | 588,742 | 0.69% | 0.7% | 22 | -69,392 | -1.4% | Q4 2025 | Jan 30, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,644,219 | 558,142 | 0.74% | 0.65% | 23 | +569,647 | 13.98% | Q4 2025 | Feb 02, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 4,544,878 | 546,160 | 0.12% | 0.13% | 24 | -319,010 | -6.56% | Q4 2025 | Feb 17, 2026 |
| REGIONS FINANCIAL CORP | History | New | 4,010,129 | 481,937 | 3.08% | — | 25 | +4,010,129 | New | Q4 2025 | Jan 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 3,813,247 | 458,276 | 1.64% | 1.58% | 26 | +35,491 | 0.94% | Q4 2025 | Jan 30, 2026 |
| Cerity Partners LLC | History | Reduced | 3,658,671 | 439,699 | 0.64% | 0.78% | 27 | -390,812 | -9.65% | Q4 2025 | Feb 11, 2026 |
| Acorns Advisers, LLC | History | Added to | 3,609,845 | 433,831 | 3.26% | 3.24% | 28 | +139,338 | 4.01% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,346,705 | 402,206 | 0.44% | 0.4% | 29 | +368,988 | 12.39% | Q4 2025 | Feb 06, 2026 |
| Cresset Asset Management, LLC | History | Added to | 3,220,004 | 386,980 | 1.63% | 1.61% | 30 | +111,938 | 3.6% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,103,300 | 372,954 | 0.5% | 0.53% | 31 | -343,199 | -9.96% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 2,848,046 | 342,254 | 0.37% | 0.37% | 32 | +183,927 | 6.9% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,446,835 | 305,188 | 0.41% | 0.44% | 33 | -613 | -0.03% | Q4 2025 | Jan 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,349,121 | 282,317 | 0.02% | 0.04% | 34 | -2,788,941 | -54.28% | Q4 2025 | Feb 11, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 2,308,209 | 277,400 | 7.18% | 7.52% | 35 | -26,383 | -1.13% | Q4 2025 | Jan 28, 2026 |
| Pathstone Holdings, LLC | History | New | 2,289,258 | 275,316 | 1.06% | — | 36 | +2,289,258 | New | Q4 2025 | Feb 13, 2026 |
| Circle Wealth Management, LLC | History | Added to | 2,289,101 | 275,104 | 4.24% | 4.86% | 37 | +185,508 | 8.82% | Q4 2025 | Feb 13, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 2,221,679 | 267,001 | 6.36% | 6.27% | 38 | +12,964 | 0.59% | Q4 2025 | Feb 02, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 2,221,679 | 267,001 | 5.48% | 5.29% | 39 | +12,964 | 0.59% | Q4 2025 | Feb 10, 2026 |
| Nationwide Fund Advisors | History | Added to | 2,103,860 | 252,841 | 10.83% | 6.94% | 40 | +1,045,425 | 98.77% | Q4 2025 | Jan 23, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,057,293 | 247,245 | 0.79% | 0.77% | 41 | +35,837 | 1.77% | Q4 2025 | Feb 02, 2026 |
| Corient Private Wealth LLC | History | Added to | 2,108,562 | 245,986 | 0.33% | 0.24% | 42 | +375,061 | 21.64% | Q4 2025 | Mar 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,036,679 | 244,767 | 1.47% | 1.4% | 43 | +114,946 | 5.98% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | Added to | 2,031,625 | 244,160 | 1.4% | 1.49% | 44 | +23,726 | 1.18% | Q4 2025 | Feb 13, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 2,213,376 | 243,718 | 5.41% | 6.17% | 45 | -88,865 | -3.86% | Q4 2025 | Feb 04, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 1,901,977 | 228,579 | 1.82% | 2.31% | 46 | -1,812,895 | -48.8% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 1,745,654 | 209,790 | 0.24% | 0.2% | 47 | +677,198 | 63.38% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 1,742,455 | 209,418 | 0.25% | 0.27% | 48 | +4,912 | 0.28% | Q4 2025 | Feb 13, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 1,700,959 | 204,421 | 1.26% | 0.94% | 49 | +438,164 | 34.7% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,700,696 | 204,396 | 0.18% | 0.18% | 50 | +62,846 | 3.84% | Q4 2025 | Feb 13, 2026 |
| Haverford Trust Co | History | Reduced | 1,690,047 | 203,109 | 1.81% | 1.81% | 51 | -314 | -0.02% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,679,293 | 201,817 | 0.07% | 0.08% | 52 | -20,538 | -1.21% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,592,209 | 191,351 | 0.34% | 0.33% | 53 | +162,015 | 11.33% | Q4 2025 | Mar 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,587,359 | 190,768 | 1.05% | 1.04% | 54 | +55,333 | 3.61% | Q4 2025 | Feb 12, 2026 |
| Align Financial, LLC | History | New | 187,962 | 187,962 | 0.11% | — | 55 | +187,962 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,555,996 | 187,000 | 0.43% | 0.22% | 56 | +777,025 | 99.75% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,551,039 | 186,486 | 0.27% | 0.27% | 57 | -78,685 | -4.83% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 1,470,990 | 176,783 | 1.34% | 1.4% | 58 | -7,989 | -0.54% | Q4 2025 | Feb 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 1,410,349 | 169,495 | 1.96% | 1.99% | 59 | -36,142 | -2.5% | Q4 2025 | Jan 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,353,378 | 162,649 | 0.4% | 0.38% | 60 | +142,673 | 11.78% | Q4 2025 | Feb 13, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 1,323,661 | 159,077 | 2.02% | 1.97% | 61 | +29,569 | 2.28% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,326,065 | 158,930 | 0.24% | 0.21% | 62 | +243,100 | 22.45% | Q4 2025 | Feb 18, 2026 |
| Creative Planning | History | Reduced | 1,256,421 | 150,996 | 0.11% | 0.12% | 63 | -15,026 | -1.18% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 1,244,075 | 149,512 | 0.61% | — | 64 | +1,244,075 | New | Q4 2025 | Feb 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,195,539 | 143,679 | 0.87% | 0.93% | 65 | +107,719 | 9.9% | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 1,185,799 | 142,509 | 0.49% | 0.29% | 66 | +568,342 | 92.05% | Q4 2025 | Jan 28, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 1,182,618 | 142,127 | 3.93% | 3.88% | 67 | +31,195 | 2.71% | Q4 2025 | Feb 03, 2026 |
| ASSETMARK, INC | History | Added to | 1,156,422 | 138,978 | 0.28% | 0.24% | 68 | +227,666 | 24.51% | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | Reduced | 1,104,333 | 132,718 | 0.53% | 0.51% | 69 | -38,811 | -3.4% | Q4 2025 | Jan 29, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 1,088,751 | 130,846 | 2.69% | 3.14% | 70 | -389,393 | -26.34% | Q4 2025 | Feb 05, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 1,083,743 | 130,244 | 2.26% | 0.76% | 71 | +808,953 | 294.39% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,064,748 | 127,961 | 0.03% | 0.03% | 72 | +89,524 | 9.18% | Q4 2025 | Feb 11, 2026 |
| BROWN ADVISORY INC | History | Added to | 1,052,614 | 126,503 | 0.18% | 0.13% | 73 | +201,671 | 23.7% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | Reduced | 1,021,758 | 122,794 | 0.0% | 0.01% | 74 | -345,574 | -25.27% | Q4 2025 | Feb 13, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 999,769 | 120,152 | 5.41% | 5.44% | 75 | +19,989 | 2.04% | Q4 2025 | Jan 14, 2026 |
| M&T BANK CORP | History | Reduced | 983,702 | 118,221 | 0.38% | 0.4% | 76 | -8,465 | -0.85% | Q4 2025 | Jan 30, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 939,329 | 112,888 | 4.61% | 4.44% | 77 | +50,967 | 5.74% | Q4 2025 | Jan 16, 2026 |
| WestEnd Advisors, LLC | History | New | 915,298 | 110,003 | 2.56% | — | 78 | +915,298 | New | Q4 2025 | Jan 27, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 908,578 | 109,192 | 0.06% | 0.03% | 79 | +468,782 | 106.59% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 887,260 | 106,631 | 0.16% | 0.15% | 80 | +68,645 | 8.39% | Q4 2025 | Feb 05, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 887,029 | 106,603 | 2.0% | 2.0% | 81 | -6,621 | -0.74% | Q4 2025 | Feb 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 860,161 | 103,374 | 0.2% | 0.2% | 82 | +16,705 | 1.98% | Q4 2025 | Feb 17, 2026 |
| Members Trust Co | History | Added to | 846,755 | 101,763 | 3.32% | 3.3% | 83 | +1,717 | 0.2% | Q4 2025 | Jan 15, 2026 |
| Destination Wealth Management | History | Added to | 840,394 | 100,998 | 2.64% | 2.74% | 84 | +3,689 | 0.44% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 834,717 | 100,316 | 0.27% | 0.25% | 85 | +74,826 | 9.85% | Q4 2025 | Feb 05, 2026 |
| Missouri Education Pension Trust | History | New | 830,221 | 99,775 | 28.56% | — | 86 | +830,221 | New | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Added to | 807,702 | 97,121 | 0.51% | 0.58% | 87 | +49,866 | 6.58% | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO | History | Added to | 695,194 | 86,704 | 0.94% | 0.92% | 88 | +22,705 | 3.38% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 698,563 | 83,953 | 0.35% | 0.38% | 89 | +7,821 | 1.13% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 689,326 | 82,843 | 0.46% | 0.42% | 90 | +114,298 | 19.88% | Q4 2025 | Feb 03, 2026 |
| Glenview Trust Co | History | Added to | 686,681 | 82,525 | 1.27% | 1.28% | 91 | +7,493 | 1.1% | Q4 2025 | Feb 09, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 674,900 | 81,109 | 4.35% | 4.39% | 92 | +5,678 | 0.85% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 659,156 | 79,217 | 0.85% | 0.9% | 93 | +156,684 | 31.18% | Q4 2025 | Jan 23, 2026 |
| Ally Financial Inc. | History | No change | 641,000 | 77,035 | 9.41% | 9.41% | 94 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Accredited Investors Inc. | History | Added to | 636,486 | 76,492 | 4.06% | 4.21% | 95 | +2,002 | 0.32% | Q4 2025 | Feb 05, 2026 |
| Steele Capital Management, Inc. | History | Added to | 630,262 | 75,744 | 3.25% | 3.25% | 96 | +13,654 | 2.21% | Q4 2025 | Jan 27, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 628,102 | 75,485 | 0.11% | 0.11% | 97 | -3,119 | -0.49% | Q4 2025 | Feb 10, 2026 |
| Lido Advisors, LLC | History | Added to | 629,273 | 75,427 | 0.23% | 0.13% | 98 | +268,017 | 74.19% | Q4 2025 | Feb 10, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 606,886 | 72,935 | 1.46% | 1.37% | 99 | +25,457 | 4.38% | Q4 2025 | Feb 05, 2026 |
| SWF LLC | History | No change | 599,244 | 72,017 | 7.28% | 7.3% | 100 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 598,637 | 71,944 | 0.26% | 0.32% | 101 | -1,439 | -0.24% | Q4 2025 | Feb 18, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 592,334 | 71,186 | 4.71% | 4.68% | 102 | +12,713 | 2.19% | Q4 2025 | Jan 27, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 579,549 | 69,669 | 5.28% | 4.77% | 103 | +34,264 | 6.28% | Q4 2025 | Feb 13, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 576,056 | 69,230 | 3.52% | 3.6% | 104 | -8,379 | -1.43% | Q4 2025 | Feb 03, 2026 |
| UMB Bank, n.a. | History | Reduced | 575,314 | 69,141 | 0.92% | 1.06% | 105 | -29,278 | -4.84% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 571,122 | 69,029 | 0.12% | 0.08% | 106 | +209,018 | 57.72% | Q4 2025 | Feb 05, 2026 |
| Klingman & Associates, LLC | History | Added to | 567,432 | 68,193 | 3.29% | 3.31% | 107 | +15,881 | 2.88% | Q4 2025 | Jan 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 564,366 | 67,825 | 0.46% | 0.46% | 108 | +35,906 | 6.79% | Q4 2025 | Feb 17, 2026 |
| St. Louis Trust Co | History | Added to | 561,897 | 67,528 | 7.74% | 8.09% | 109 | +15,514 | 2.84% | Q4 2025 | Feb 09, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 559,427 | 67,231 | 0.2% | 0.19% | 110 | +22,405 | 4.17% | Q4 2025 | Feb 13, 2026 |
| GREENLEAF TRUST | History | Reduced | 550,979 | 66,216 | 0.61% | 0.8% | 111 | -188,704 | -25.51% | Q4 2025 | Jan 21, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 543,693 | 65,341 | 2.84% | 3.19% | 112 | -61,244 | -10.12% | Q4 2025 | Feb 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 540,469 | 64,953 | 0.82% | 0.83% | 113 | +4,128 | 0.77% | Q4 2025 | Feb 10, 2026 |
| BOKF, NA | History | Reduced | 534,678 | 64,257 | 0.98% | 1.01% | 114 | -28,976 | -5.14% | Q4 2025 | Feb 03, 2026 |
| Private Advisor Group, LLC | History | Reduced | 526,039 | 63,219 | 0.3% | 0.33% | 115 | -33,393 | -5.97% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 512,900 | 61,640 | 0.02% | 0.02% | 116 | +19,553 | 3.96% | Q4 2025 | Feb 17, 2026 |
| Wealth Architects, LLC | History | Added to | 496,572 | 59,678 | 5.38% | 5.45% | 117 | +10,545 | 2.17% | Q4 2025 | Feb 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 495,044 | 59,494 | 0.78% | 0.75% | 118 | +19,526 | 4.11% | Q4 2025 | Jan 22, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 494,632 | 59,444 | 0.49% | 0.39% | 119 | +101,091 | 25.69% | Q4 2025 | Feb 13, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Reduced | 492,711 | 59,214 | 5.44% | 5.44% | 120 | -6,707 | -1.34% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 491,394 | 59,055 | 0.74% | 0.78% | 121 | -11,050 | -2.2% | Q4 2025 | Feb 09, 2026 |
| Bangor Savings Bank | History | Reduced | 482,912 | 58,036 | 4.67% | 4.89% | 122 | -10,832 | -2.19% | Q4 2025 | Jan 16, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 480,162 | 57,705 | 2.41% | 2.55% | 123 | -17,188 | -3.46% | Q4 2025 | Jan 26, 2026 |
| MASON STREET ADVISORS, LLC | History | New | 639,005 | 57,165 | 5.62% | — | 124 | +639,005 | New | Q4 2025 | Feb 04, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 474,203 | 56,989 | 0.01% | 0.01% | 125 | -119,063 | -20.07% | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 470,802 | 56,580 | 0.98% | 0.98% | 126 | +80,330 | 20.57% | Q4 2025 | Feb 19, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 466,039 | 56,008 | 0.31% | 0.34% | 127 | -7,918 | -1.67% | Q4 2025 | Feb 12, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 461,019 | 55,405 | 3.86% | 3.78% | 128 | +21,410 | 4.87% | Q4 2025 | Jan 07, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 452,018 | 54,324 | 0.13% | 0.14% | 129 | -35,323 | -7.25% | Q4 2025 | Feb 11, 2026 |
| Abound Wealth Management | History | Added to | 444,527 | 53,423 | 12.51% | 12.14% | 130 | +36,332 | 8.9% | Q4 2025 | Jan 12, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 440,192 | 52,902 | 0.6% | 0.6% | 131 | -7,123 | -1.59% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 439,416 | 52,809 | 0.6% | 0.63% | 132 | -13,645 | -3.01% | Q4 2025 | Jan 20, 2026 |
| Global Retirement Partners, LLC | History | Added to | 434,480 | 52,215 | 0.93% | 1.13% | 133 | +9,763 | 2.3% | Q4 2025 | Feb 06, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 411,166 | 51,280 | 2.06% | 1.96% | 134 | +29,257 | 7.66% | Q4 2025 | Jan 09, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 425,399 | 51,124 | 1.46% | 1.48% | 135 | -1,858 | -0.43% | Q4 2025 | Feb 13, 2026 |
| REBALANCE, LLC | History | Added to | 424,136 | 50,972 | 2.98% | 2.99% | 136 | +7,450 | 1.79% | Q4 2025 | Jan 15, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 419,185 | 50,377 | 11.41% | 11.93% | 137 | +8,745 | 2.13% | Q4 2025 | Feb 11, 2026 |
| Legacy Wealth Management, Inc | History | Reduced | 418,852 | 50,337 | 2.9% | 2.94% | 138 | -884 | -0.21% | Q4 2025 | Jan 21, 2026 |
| RKL Wealth Management LLC | History | Reduced | 411,692 | 49,477 | 4.06% | 4.2% | 139 | -2,641 | -0.64% | Q4 2025 | Feb 12, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 410,625 | 49,348 | 7.73% | 7.94% | 140 | +14,670 | 3.7% | Q4 2025 | Jan 28, 2026 |
| Vision Capital Management, Inc. | History | Added to | 409,694 | 49,237 | 5.94% | 5.62% | 141 | +26,645 | 6.96% | Q4 2025 | Jan 27, 2026 |
| Berman McAleer LLC | History | Added to | 406,259 | 48,824 | 6.67% | 6.67% | 142 | +4,883 | 1.22% | Q4 2025 | Feb 05, 2026 |
| CITIGROUP INC | History | Reduced | 403,124 | 48,447 | 0.02% | 0.03% | 143 | -209,891 | -34.24% | Q4 2025 | Feb 13, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 402,981 | 48,430 | 1.44% | 1.37% | 144 | +30,070 | 8.06% | Q4 2025 | Jan 16, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 398,139 | 47,848 | 3.3% | 3.32% | 145 | +9,108 | 2.34% | Q4 2025 | Feb 13, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 397,694 | 47,794 | 0.41% | 0.49% | 146 | -71,287 | -15.2% | Q4 2025 | Feb 05, 2026 |
| UNITED BANK | History | Added to | 392,478 | 47,168 | 6.23% | 5.53% | 147 | +1,861 | 0.48% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 391,727 | 47,079 | 0.36% | — | 148 | +391,727 | New | Q4 2025 | Feb 18, 2026 |
| Maple Capital Management, Inc. | History | Added to | 386,565 | 46,457 | 2.92% | 2.93% | 149 | +11,493 | 3.06% | Q4 2025 | Feb 03, 2026 |
| Arcataur Capital Management LLC | History | Added to | 386,355 | 46,432 | 13.29% | 13.16% | 150 | +9,468 | 2.51% | Q4 2025 | Jan 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 386,261 | 46,420 | 0.01% | 0.01% | 151 | +10,173 | 2.7% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 382,617 | 45,982 | 0.16% | 0.16% | 152 | +7,239 | 1.93% | Q4 2025 | Feb 06, 2026 |
| CONNING INC. | History | Reduced | 379,566 | 45,616 | 1.53% | 1.56% | 153 | -14,765 | -3.74% | Q4 2025 | Feb 05, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 365,335 | 43,905 | 1.73% | 1.73% | 154 | +21,656 | 6.3% | Q4 2025 | Jan 14, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 363,974 | 43,742 | 5.09% | 5.17% | 155 | +13,366 | 3.81% | Q4 2025 | Jan 29, 2026 |
| IFG Advisors, LLC | History | Added to | 361,383 | 43,431 | 7.23% | 6.84% | 156 | +8,353 | 2.37% | Q4 2025 | Jan 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 361,345 | 43,426 | 0.67% | 0.52% | 157 | +96,820 | 36.6% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 359,092 | 43,155 | 0.49% | 0.27% | 158 | +228,370 | 174.7% | Q4 2025 | Jan 29, 2026 |
| Opus Capital Group, LLC | History | Added to | 358,440 | 43,077 | 4.67% | 4.71% | 159 | +5,966 | 1.69% | Q4 2025 | Jan 30, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 356,011 | 42,785 | 4.27% | 4.59% | 160 | -21,865 | -5.79% | Q4 2025 | Feb 05, 2026 |
| Ballentine Partners, LLC | History | Added to | 354,917 | 42,653 | 0.6% | 0.59% | 161 | +272 | 0.08% | Q4 2025 | Feb 03, 2026 |
| Frontier Asset Management, LLC | History | Added to | 352,839 | 42,404 | 9.83% | 8.28% | 162 | +73,957 | 26.52% | Q4 2025 | Feb 04, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Added to | 348,630 | 41,898 | 5.28% | 5.31% | 163 | +969 | 0.28% | Q4 2025 | Feb 06, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 345,308 | 41,499 | 0.23% | 0.27% | 164 | -98,314 | -22.16% | Q4 2025 | Jan 29, 2026 |
| Pine Ridge Advisers LLC | History | No change | 344,276 | 41,375 | 2.47% | 2.44% | 165 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 344,144 | 41,359 | 0.11% | 0.09% | 166 | +65,643 | 23.57% | Q4 2025 | Feb 17, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 338,007 | 40,621 | 2.56% | 2.58% | 167 | +2,422 | 0.72% | Q4 2025 | Jan 21, 2026 |
| MCF Advisors LLC | History | Added to | 337,069 | 40,508 | 2.24% | 2.38% | 168 | +9,627 | 2.94% | Q4 2025 | Feb 11, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 336,566 | 40,448 | 1.35% | 1.88% | 169 | -126,496 | -27.32% | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 335,765 | 40,352 | 0.02% | 0.01% | 170 | +200,252 | 147.77% | Q4 2025 | Feb 02, 2026 |
| Painted Porch Advisors LLC | History | New | 333,976 | 40,137 | 16.14% | — | 171 | +333,976 | New | Q4 2025 | Mar 19, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 333,090 | 39,936 | 6.42% | 6.37% | 172 | -1,340 | -0.4% | Q4 2025 | Feb 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 332,064 | 39,907 | 0.21% | — | 173 | +332,064 | New | Q4 2025 | Feb 18, 2026 |
| Shoker Investment Counsel, Inc. | History | Reduced | 331,021 | 39,782 | 11.66% | 12.22% | 174 | -17,674 | -5.07% | Q4 2025 | Feb 04, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 327,185 | 39,321 | 3.3% | 3.28% | 175 | +8,103 | 2.54% | Q4 2025 | Jan 12, 2026 |
| Starr Indemnity & Liability Co | History | No change | 320,950 | 38,571 | 10.96% | 12.45% | 176 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 318,455 | 38,271 | 2.16% | 2.1% | 177 | +16,998 | 5.64% | Q4 2025 | Jan 14, 2026 |
| One Day In July LLC | History | Reduced | 317,909 | 38,206 | 3.14% | 3.59% | 178 | -39,492 | -11.05% | Q4 2025 | Feb 04, 2026 |
| First Financial Bank - Trust Division | History | Added to | 315,394 | 37,904 | 3.11% | 2.64% | 179 | +55,693 | 21.45% | Q4 2025 | Jan 02, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 311,808 | 37,473 | 0.27% | 0.11% | 180 | +189,939 | 155.86% | Q4 2025 | Feb 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 307,836 | 36,995 | 0.52% | 0.46% | 181 | +42,677 | 16.09% | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 307,520 | 36,957 | 1.34% | 1.32% | 182 | +11,805 | 3.99% | Q4 2025 | Feb 02, 2026 |
| Magnus Financial Group LLC | History | Reduced | 307,194 | 36,918 | 2.82% | 2.88% | 183 | -409 | -0.13% | Q4 2025 | Jan 07, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Added to | 302,036 | 36,298 | 11.1% | 12.05% | 184 | +2,144 | 0.71% | Q4 2025 | Feb 06, 2026 |
| Colony Family Offices, LLC | History | Reduced | 301,817 | 36,272 | 9.06% | 9.3% | 185 | -346 | -0.11% | Q4 2025 | Jan 22, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 309,086 | 36,150 | 3.31% | 3.31% | 186 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 289,453 | 36,100 | 0.75% | 0.77% | 187 | -9,939 | -3.32% | Q4 2025 | Jan 26, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 292,955 | 35,895 | 3.45% | 3.68% | 188 | -28,798 | -8.95% | Q4 2025 | Feb 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 293,183 | 35,234 | 1.24% | 1.35% | 189 | -14,658 | -4.76% | Q4 2025 | Jan 15, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 292,917 | 35,202 | 3.73% | 3.74% | 190 | +9,020 | 3.18% | Q4 2025 | Jan 09, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 292,758 | 35,183 | 0.5% | 0.49% | 191 | -45,412 | -13.43% | Q4 2025 | Feb 02, 2026 |
| Calamos Wealth Management LLC | History | Added to | 289,321 | 34,770 | 1.2% | 1.23% | 192 | +1,425 | 0.49% | Q4 2025 | Jan 29, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 288,162 | 34,631 | 0.43% | 0.47% | 193 | -20,361 | -6.6% | Q4 2025 | Jan 26, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 285,100 | 34,263 | 4.18% | 4.11% | 194 | -2,571 | -0.89% | Q4 2025 | Jan 27, 2026 |
| Trilogy Capital Inc. | History | Reduced | 283,818 | 34,109 | 1.52% | 2.13% | 195 | -103,741 | -26.77% | Q4 2025 | Jan 22, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 282,441 | 33,943 | 0.52% | 0.48% | 196 | +34,016 | 13.69% | Q4 2025 | Jan 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 281,684 | 33,852 | 2.11% | 2.29% | 197 | -37,089 | -11.63% | Q4 2025 | Jan 21, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 281,657 | 33,849 | 2.78% | 2.62% | 198 | +24,498 | 9.53% | Q4 2025 | Jan 27, 2026 |
| Wallington Asset Management, LLC | History | Added to | 279,900 | 33,638 | 4.27% | 4.28% | 199 | +2,398 | 0.86% | Q4 2025 | Jan 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 279,545 | 33,595 | 0.82% | 0.69% | 200 | +56,515 | 25.34% | Q4 2025 | Jan 29, 2026 |
| NorthRock Partners, LLC | History | Added to | 277,566 | 33,357 | 0.56% | 0.47% | 201 | +57,454 | 26.1% | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 277,158 | 33,308 | 0.86% | 0.86% | 202 | -7,412 | -2.6% | Q4 2025 | Jan 07, 2026 |
| Grove Bank & Trust | History | Reduced | 276,753 | 33,260 | 3.74% | 3.88% | 203 | -2,256 | -0.81% | Q4 2025 | Jan 08, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 274,785 | 33,023 | 1.81% | 1.86% | 204 | +5,942 | 2.21% | Q4 2025 | Jan 29, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 273,052 | 32,815 | 0.06% | 0.04% | 205 | -2,064 | -0.75% | Q4 2025 | Feb 17, 2026 |
| Hudock, Inc. | History | Added to | 270,842 | 32,549 | 4.8% | 4.86% | 206 | +1,323 | 0.49% | Q4 2025 | Feb 12, 2026 |
| Financial Enhancement Group LLC | History | Added to | 249,927 | 32,520 | 4.23% | 3.99% | 207 | +853 | 0.34% | Q4 2025 | Jan 23, 2026 |
| Legacy Advisors, LLC | History | Added to | 270,302 | 32,484 | 3.49% | 3.29% | 208 | +45,738 | 20.37% | Q4 2025 | Jan 27, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 247,574 | 32,291 | 7.89% | 7.42% | 209 | +12,769 | 5.44% | Q4 2025 | Jan 23, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 262,157 | 31,506 | 0.4% | 0.41% | 210 | -653 | -0.25% | Q4 2025 | Feb 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 261,899 | 31,475 | 1.85% | 2.09% | 211 | +3,306 | 1.28% | Q4 2025 | Feb 10, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 261,224 | 31,394 | 0.57% | 0.54% | 212 | +12,729 | 5.12% | Q4 2025 | Feb 17, 2026 |
| Oakworth Capital, Inc. | History | Added to | 257,477 | 30,943 | 1.69% | 1.73% | 213 | +4,821 | 1.91% | Q4 2025 | Jan 30, 2026 |
| MBL Wealth, LLC | History | Added to | 256,532 | 30,830 | 2.47% | 2.59% | 214 | +6,447 | 2.58% | Q4 2025 | Jan 21, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 256,403 | 30,814 | 1.52% | 1.47% | 215 | +16,737 | 6.98% | Q4 2025 | Feb 11, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 253,417 | 30,455 | 3.88% | 3.64% | 216 | +19,310 | 8.25% | Q4 2025 | Feb 13, 2026 |
| Horizon Investments, LLC | History | Reduced | 250,307 | 30,081 | 0.38% | 0.4% | 217 | -4,541 | -1.78% | Q4 2025 | Feb 02, 2026 |
| HB Wealth Management, LLC | History | Reduced | 249,759 | 30,016 | 0.19% | 0.2% | 218 | -2,118 | -0.84% | Q4 2025 | Jan 28, 2026 |
| Madison Asset Management, LLC | History | Added to | 249,350 | 29,966 | 0.34% | 0.21% | 219 | +89,090 | 55.59% | Q4 2025 | Feb 04, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 246,674 | 29,645 | 0.05% | 0.03% | 220 | +92,607 | 60.11% | Q4 2025 | Feb 12, 2026 |
| Fiera Capital Corp | History | Added to | 245,943 | 29,557 | 0.09% | 0.09% | 221 | +418 | 0.17% | Q4 2025 | Feb 11, 2026 |
| World Investment Advisors | History | Added to | 244,728 | 29,411 | 0.48% | 0.54% | 222 | +22,065 | 9.91% | Q4 2025 | Mar 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 244,511 | 29,385 | 0.24% | 0.11% | 223 | +139,592 | 133.05% | Q4 2025 | Jan 26, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 242,969 | 29,199 | 0.39% | 0.27% | 224 | +124,388 | 104.9% | Q4 2025 | Feb 06, 2026 |
| Single Point Partners, LLC | History | Added to | 242,702 | 29,167 | 5.77% | 5.85% | 225 | +209 | 0.09% | Q4 2025 | Jan 26, 2026 |
| Round Rock Advisors LLC | History | Added to | 241,647 | 29,041 | 4.37% | 4.48% | 226 | +3,452 | 1.45% | Q4 2025 | Jan 27, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 239,069 | 28,731 | 1.66% | 1.68% | 227 | +3,014 | 1.28% | Q4 2025 | Jan 22, 2026 |
| Savant Capital, LLC | History | Reduced | 235,713 | 28,327 | 0.16% | 0.18% | 228 | -14,049 | -5.62% | Q4 2025 | Feb 10, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 233,866 | 28,105 | 3.13% | 3.56% | 229 | -14,825 | -5.96% | Q4 2025 | Feb 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 232,450 | 27,935 | 0.37% | 0.39% | 230 | -6,757 | -2.82% | Q4 2025 | Jan 30, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 231,860 | 27,864 | 3.03% | 3.2% | 231 | +3,504 | 1.53% | Q4 2025 | Feb 10, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 229,364 | 27,823 | 1.45% | 1.44% | 232 | +7,598 | 3.43% | Q4 2025 | Mar 04, 2026 |
| HEADINVEST, LLC | History | Added to | 230,323 | 27,680 | 5.5% | 5.62% | 233 | +1,363 | 0.6% | Q4 2025 | Feb 02, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 229,225 | 27,548 | 0.55% | 0.56% | 234 | +752 | 0.33% | Q4 2025 | Feb 12, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 226,965 | 27,276 | 0.44% | 0.44% | 235 | +3,534 | 1.58% | Q4 2025 | Jan 15, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 225,413 | 27,090 | 5.23% | 5.17% | 236 | +2,103 | 0.94% | Q4 2025 | Feb 11, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 221,150 | 26,858 | 0.03% | 0.03% | 237 | +35,740 | 19.28% | Q4 2025 | Feb 18, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 220,700 | 26,856 | 0.03% | 0.02% | 238 | +67,800 | 44.34% | Q4 2025 | Feb 13, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 222,180 | 26,765 | 7.3% | 7.34% | 239 | +7,459 | 3.47% | Q4 2025 | Jan 28, 2026 |
| Curi Capital, LLC | History | Added to | 221,700 | 26,644 | 0.46% | 0.44% | 240 | +22,166 | 11.11% | Q4 2025 | Feb 17, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 221,021 | 26,562 | 4.96% | 5.04% | 241 | +10,024 | 4.75% | Q4 2025 | Jan 30, 2026 |
| LTG Capital LLC | History | Added to | 219,182 | 26,341 | 20.53% | 13.42% | 242 | +75,682 | 52.74% | Q4 2025 | Feb 11, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 218,188 | 26,221 | 0.97% | 1.0% | 243 | -5,387 | -2.41% | Q4 2025 | Jan 12, 2026 |
| FORM Wealth Advisors, LLC | History | New | 217,827 | 26,178 | 3.06% | — | 244 | +217,827 | New | Q4 2025 | Jan 28, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Reduced | 215,056 | 25,845 | 5.35% | 5.81% | 245 | -16,429 | -7.1% | Q4 2025 | Jan 23, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 215,012 | 25,840 | 3.47% | — | 246 | +215,012 | New | Q4 2025 | Feb 10, 2026 |
| TRUEFG, LLC | History | Reduced | 214,722 | 25,805 | 6.92% | 7.06% | 247 | -343 | -0.16% | Q4 2025 | Jan 21, 2026 |
| Verum Partners LLC | History | Added to | 213,721 | 25,685 | 5.18% | 5.26% | 249 | +5,398 | 2.59% | Q4 2025 | Jan 14, 2026 |
| SMITH, MOORE & CO. | History | Added to | 213,726 | 25,685 | 1.94% | 1.91% | 248 | +3,979 | 1.9% | Q4 2025 | Jan 23, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | Reduced | 213,194 | 25,621 | 0.79% | 0.86% | 250 | -128,895 | -37.68% | Q4 2025 | Feb 13, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 204,609 | 25,518 | 3.21% | 3.02% | 251 | +13,908 | 7.29% | Q4 2025 | Jan 14, 2026 |
| Consolidated Portfolio Review Corp | History | Added to | 211,747 | 25,447 | 2.2% | 0.58% | 252 | +173,129 | 448.31% | Q4 2025 | Jan 26, 2026 |
| Birch Hill Investment Advisors LLC | History | Added to | 211,673 | 25,438 | 1.06% | 1.06% | 253 | +268 | 0.13% | Q4 2025 | Jan 27, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 209,979 | 25,235 | 0.95% | 0.91% | 254 | +10,169 | 5.09% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 209,755 | 25,208 | 0.15% | 0.17% | 255 | -17,721 | -7.79% | Q4 2025 | Jan 29, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 209,258 | 25,148 | 3.59% | 3.6% | 256 | +4,904 | 2.4% | Q4 2025 | Jan 26, 2026 |
| Arkadios Wealth Advisors | History | Added to | 209,167 | 25,137 | 0.49% | 0.42% | 257 | +62,310 | 42.43% | Q4 2025 | Feb 13, 2026 |
| 1ST SOURCE BANK | History | Added to | 204,561 | 24,584 | 1.29% | 1.26% | 258 | +2,974 | 1.48% | Q4 2025 | Feb 05, 2026 |
| Tidal Investments LLC | History | New | 204,282 | 24,550 | 0.06% | — | 259 | +204,282 | New | Q4 2025 | Feb 13, 2026 |
| Midwest Trust Co | History | Reduced | 203,332 | 24,436 | 0.3% | 0.33% | 260 | -10,882 | -5.08% | Q4 2025 | Feb 04, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 202,824 | 24,375 | 2.54% | 2.41% | 261 | +9,720 | 5.03% | Q4 2025 | Feb 12, 2026 |
| King Wealth Management Group | History | Added to | 200,726 | 24,123 | 2.91% | 2.95% | 262 | +3,219 | 1.63% | Q4 2025 | Feb 09, 2026 |
| Harbour Trust & Investment Management Co | History | Added to | 200,511 | 24,097 | 2.46% | 2.46% | 263 | +128 | 0.06% | Q4 2025 | Jan 28, 2026 |
| C V STARR & CO INC | History | No change | 200,458 | 24,091 | 13.24% | 11.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Constellation Investments, Inc. | History | No change | 200,000 | 24,036 | 0.74% | 1.11% | 265 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 199,258 | 23,946 | 0.92% | 0.85% | 266 | +4,635 | 2.38% | Q4 2025 | Feb 02, 2026 |
| Roth Financial Partners LLC | History | Added to | 198,275 | 23,835 | 7.86% | 7.87% | 267 | +1,762 | 0.9% | Q4 2025 | Jan 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 187,909 | 23,830 | 0.26% | 0.26% | 268 | -20,781 | -9.96% | Q4 2025 | Jan 21, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 196,087 | 23,565 | 0.42% | 0.47% | 269 | +2,545 | 1.31% | Q4 2025 | Jan 16, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 191,997 | 23,302 | 3.69% | 3.75% | 270 | +2,068 | 1.09% | Q4 2025 | Jan 08, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 193,807 | 23,291 | 4.51% | 4.64% | 271 | -2,532 | -1.29% | Q4 2025 | Jan 21, 2026 |
| Sigma Planning Corp | History | Added to | 193,672 | 23,277 | 0.64% | 0.64% | 272 | +3,158 | 1.66% | Q4 2025 | Jan 30, 2026 |
| Simmons Bank | History | Reduced | 191,385 | 23,000 | 1.54% | 1.54% | 273 | -2,668 | -1.37% | Q4 2025 | Feb 05, 2026 |
| Lutz Financial Services LLC | History | Added to | 191,033 | 22,958 | 1.56% | 1.55% | 274 | +11,119 | 6.18% | Q4 2025 | Feb 06, 2026 |
| Baron Wealth Management LLC | History | Reduced | 190,826 | 22,933 | 7.07% | 8.36% | 275 | -21,832 | -10.27% | Q4 2025 | Jan 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 189,889 | 22,820 | 0.08% | 0.12% | 276 | -96,079 | -33.6% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 189,815 | 22,811 | 0.45% | 0.61% | 277 | -58,330 | -23.51% | Q4 2025 | Jan 14, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Added to | 184,252 | 22,143 | 3.1% | 3.14% | 278 | +401 | 0.22% | Q4 2025 | Feb 17, 2026 |
| EFG International AG | History | New | 183,778 | 22,086 | 0.43% | — | 279 | +183,778 | New | Q4 2025 | Feb 17, 2026 |
| Trifecta Capital Advisors, LLC | History | Reduced | 183,468 | 22,049 | 3.26% | 3.34% | 280 | -1,277 | -0.69% | Q4 2025 | Jan 30, 2026 |
| HSBC HOLDINGS PLC | History | New | 182,154 | 21,891 | 0.01% | — | 281 | +182,154 | New | Q4 2025 | Mar 20, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 171,063 | 21,642 | 5.1% | 4.94% | 282 | +9,301 | 5.75% | Q4 2025 | Jan 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 179,033 | 21,516 | 0.15% | 0.15% | 283 | +32,793 | 22.42% | Q4 2025 | Feb 18, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 178,700 | 21,476 | 0.03% | 0.08% | 284 | -185,500 | -50.93% | Q4 2025 | Feb 13, 2026 |
| Smithfield Trust Co | History | Added to | 178,709 | 21,472 | 0.95% | 0.95% | 285 | +443 | 0.25% | Q4 2025 | Feb 09, 2026 |
| CJM Wealth Advisers, Ltd. | History | Reduced | 178,360 | 21,435 | 6.41% | 6.56% | 286 | -1,337 | -0.74% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 178,061 | 21,399 | 1.47% | 1.59% | 287 | +303 | 0.17% | Q4 2025 | Feb 02, 2026 |
| Evergreen Advisors, LLC | History | New | 177,537 | 21,336 | 5.2% | — | 288 | +177,537 | New | Q4 2025 | Feb 05, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 176,815 | 21,249 | 1.31% | 1.3% | 289 | +5,079 | 2.96% | Q4 2025 | Feb 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 176,783 | 21,245 | 1.02% | 0.73% | 290 | +88,841 | 101.02% | Q4 2025 | Feb 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 176,182 | 21,173 | 0.64% | 0.71% | 291 | -7,184 | -3.92% | Q4 2025 | Feb 13, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 175,340 | 21,072 | 9.46% | 9.85% | 292 | +2,448 | 1.42% | Q4 2025 | Jan 28, 2026 |
| Twele Capital Management, Inc. | History | Added to | 174,979 | 21,028 | 3.76% | 3.79% | 293 | +2,340 | 1.36% | Q4 2025 | Jan 09, 2026 |
| TRUST CO OF VERMONT | History | Added to | 174,789 | 21,006 | 0.88% | 0.87% | 294 | +7,342 | 4.38% | Q4 2025 | Jan 16, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 174,741 | 21,000 | 1.59% | 1.55% | 295 | +279 | 0.16% | Q4 2025 | Feb 04, 2026 |
| Trustees of Dartmouth College | History | No change | 174,600 | 20,983 | 5.34% | 5.33% | 296 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| New England Professional Planning Group Inc. | History | Added to | 174,508 | 20,972 | 8.79% | 9.06% | 297 | +3,288 | 1.92% | Q4 2025 | Jan 14, 2026 |
| Summit Asset Management, LLC | History | Added to | 174,220 | 20,937 | 2.96% | 3.17% | 298 | +533 | 0.31% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 174,080 | 20,920 | 1.99% | 2.06% | 299 | -2,333 | -1.32% | Q4 2025 | Jan 28, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 174,039 | 20,916 | 6.08% | 6.03% | 300 | +645 | 0.37% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 173,931 | 20,902 | 0.36% | 0.38% | 301 | -5,433 | -3.03% | Q4 2025 | Jan 22, 2026 |
| Planning Project LLC | History | New | 173,293 | 20,826 | 5.23% | — | 302 | +173,293 | New | Q4 2025 | Feb 12, 2026 |
| Harbor Group, Inc. | History | Reduced | 172,733 | 20,758 | 3.11% | 3.34% | 303 | -4,121 | -2.33% | Q4 2025 | Jan 12, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 172,334 | 20,711 | 1.92% | 1.98% | 304 | -2,944 | -1.68% | Q4 2025 | Feb 11, 2026 |
| Fort Henry Capital, LLC | History | Added to | 171,843 | 20,652 | 12.65% | 12.8% | 305 | +2,219 | 1.31% | Q4 2025 | Jan 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 171,587 | 20,621 | 0.17% | 0.13% | 306 | +32,615 | 23.47% | Q4 2025 | Jan 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 170,527 | 20,493 | 0.72% | 0.73% | 307 | +1,272 | 0.75% | Q4 2025 | Jan 13, 2026 |
| ESL Trust Services, LLC | History | Reduced | 170,454 | 20,485 | 3.93% | 4.98% | 309 | -43,024 | -20.15% | Q4 2025 | Feb 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 170,461 | 20,485 | 0.46% | 0.48% | 308 | -262 | -0.15% | Q4 2025 | Jan 27, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 170,351 | 20,472 | 5.56% | 5.72% | 310 | -3,143 | -1.81% | Q4 2025 | Feb 06, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Added to | 169,993 | 20,429 | 3.89% | 3.56% | 311 | +6,944 | 4.26% | Q4 2025 | Feb 09, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 169,346 | 20,352 | 0.24% | 0.19% | 312 | -6,637 | -3.77% | Q4 2025 | Feb 13, 2026 |
| VICUS CAPITAL | History | Reduced | 168,754 | 20,280 | 1.52% | 2.3% | 313 | -84,940 | -33.48% | Q4 2025 | Jan 22, 2026 |
| WASHINGTON TRUST Co | History | Added to | 168,744 | 20,279 | 0.66% | 0.64% | 314 | +3,765 | 2.28% | Q4 2025 | Feb 10, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 168,644 | 20,267 | 3.68% | 0.31% | 315 | +3,502 | 2.12% | Q4 2025 | Mar 04, 2026 |
| Human Investing LLC | History | Added to | 168,023 | 20,193 | 2.85% | 2.82% | 316 | +7,432 | 4.63% | Q4 2025 | Jan 27, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 167,584 | 20,140 | 1.46% | 7.9% | 317 | -684,575 | -80.33% | Q4 2025 | Jan 26, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 167,434 | 20,122 | 0.02% | 0.0% | 318 | +162,081 | 3027.85% | Q4 2025 | Feb 17, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 167,341 | 20,111 | 4.84% | 4.98% | 319 | +6,312 | 3.92% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Added to | 166,918 | 20,060 | 0.05% | 0.05% | 320 | +20,512 | 14.01% | Q4 2025 | Jan 26, 2026 |
| FineMark National Bank & Trust | History | Added to | 166,606 | 20,022 | 0.62% | 0.6% | 321 | +11,617 | 7.5% | Q4 2025 | Feb 12, 2026 |
| Keener Financial Planning LLC | History | Added to | 166,379 | 19,995 | 8.64% | 8.69% | 322 | +8,731 | 5.54% | Q4 2025 | Jan 23, 2026 |
| COURIER CAPITAL LLC | History | Added to | 166,227 | 19,977 | 1.12% | 1.11% | 323 | +3,907 | 2.41% | Q4 2025 | Jan 29, 2026 |
| Navalign, LLC | History | Reduced | 165,622 | 19,904 | 4.89% | 6.2% | 324 | -32,254 | -16.3% | Q4 2025 | Feb 05, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Reduced | 156,605 | 19,798 | 8.88% | 8.56% | 325 | -6,776 | -4.15% | Q4 2025 | Jan 14, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 163,894 | 19,696 | 2.84% | 2.91% | 326 | -3,405 | -2.04% | Q4 2025 | Feb 06, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 163,821 | 19,687 | 0.52% | 0.55% | 327 | -1,338 | -0.81% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 152,921 | 19,587 | 0.48% | 0.48% | 328 | +1,736 | 1.15% | Q4 2025 | Jan 28, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 162,703 | 19,553 | 0.91% | 1.02% | 329 | +150 | 0.09% | Q4 2025 | Jan 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 162,679 | 19,550 | 0.3% | 0.31% | 330 | -635 | -0.39% | Q4 2025 | Jan 22, 2026 |
| Fiduciary Alliance LLC | History | Added to | 162,647 | 19,546 | 1.28% | 1.13% | 331 | +20,825 | 14.68% | Q4 2025 | Jan 22, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 162,267 | 19,501 | 2.67% | 2.66% | 332 | +3,930 | 2.48% | Q4 2025 | Jan 23, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 160,492 | 19,287 | 4.4% | 4.27% | 333 | -11,649 | -6.77% | Q4 2025 | Feb 02, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 159,110 | 19,121 | 0.21% | 0.21% | 334 | +2,263 | 1.44% | Q4 2025 | Feb 12, 2026 |
| Iowa State Bank | History | Reduced | 158,652 | 19,066 | 3.58% | 3.65% | 335 | -2,533 | -1.57% | Q4 2025 | Jan 06, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 158,609 | 19,061 | 2.74% | 2.65% | 336 | -7,130 | -4.3% | Q4 2025 | Feb 10, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 157,717 | 18,954 | 3.18% | 3.32% | 337 | -915 | -0.58% | Q4 2025 | Feb 10, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 156,348 | 18,789 | 1.15% | 1.23% | 338 | -8,649 | -5.24% | Q4 2025 | Feb 06, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 155,526 | 18,691 | 0.25% | 0.25% | 339 | -5,012 | -3.12% | Q4 2025 | Feb 13, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 154,732 | 18,595 | 2.34% | 2.17% | 340 | +21,930 | 16.51% | Q4 2025 | Jan 15, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 154,632 | 18,583 | 6.8% | 7.02% | 341 | +577 | 0.37% | Q4 2025 | Feb 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 154,063 | 18,515 | 0.02% | 0.0% | 342 | +149,248 | 3099.65% | Q4 2025 | Feb 17, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 153,132 | 18,403 | 1.98% | 2.07% | 343 | -3,118 | -2.0% | Q4 2025 | Jan 28, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 153,044 | 18,392 | 0.46% | 0.46% | 344 | +4,146 | 2.78% | Q4 2025 | Feb 09, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 152,723 | 18,354 | 8.47% | 8.02% | 345 | +8,682 | 6.03% | Q4 2025 | Jan 28, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 152,453 | 18,321 | 1.84% | 1.82% | 346 | +6,052 | 4.13% | Q4 2025 | Jan 27, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 152,288 | 18,302 | 1.11% | 1.14% | 347 | +1,442 | 0.96% | Q4 2025 | Feb 18, 2026 |
| GFS Advisors, LLC | History | Reduced | 151,458 | 18,202 | 2.16% | 2.32% | 348 | -1,375 | -0.9% | Q4 2025 | Feb 11, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | New | 150,000 | 18,027 | 0.29% | — | 349 | +150,000 | New | Q4 2025 | Feb 17, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 149,923 | 18,017 | 2.23% | 2.04% | 350 | +2,675 | 1.82% | Q4 2025 | Feb 10, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 149,197 | 17,930 | 1.62% | 1.68% | 351 | -3,634 | -2.38% | Q4 2025 | Feb 12, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 175,294 | 17,928 | 6.56% | 6.41% | 352 | +34,307 | 24.33% | Q4 2025 | Jan 23, 2026 |
| BANK OF STOCKTON | History | Reduced | 148,997 | 17,906 | 5.13% | 5.09% | 353 | -1,418 | -0.94% | Q4 2025 | Jan 21, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 148,452 | 17,840 | 6.07% | 5.87% | 354 | +3,430 | 2.37% | Q4 2025 | Jan 22, 2026 |
| Crewe Advisors LLC | History | Added to | 147,896 | 17,774 | 1.57% | 1.61% | 355 | +5,956 | 4.2% | Q4 2025 | Jan 16, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 146,382 | 17,592 | 1.22% | 1.37% | 356 | -10,813 | -6.88% | Q4 2025 | Jan 16, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 145,492 | 17,485 | 1.46% | 1.55% | 357 | -12,041 | -7.64% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Reduced | 144,185 | 17,328 | 0.25% | 0.27% | 358 | -3,507 | -2.37% | Q4 2025 | Feb 13, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Reduced | 142,929 | 17,177 | 2.46% | 2.9% | 359 | -14,010 | -8.93% | Q4 2025 | Jan 27, 2026 |
| Callan Family Office, LLC | History | Added to | 142,705 | 17,150 | 0.37% | 0.28% | 360 | +68,122 | 91.34% | Q4 2025 | Feb 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 141,550 | 17,011 | 0.31% | 0.33% | 361 | -3,268 | -2.26% | Q4 2025 | Jan 23, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 141,414 | 16,995 | 2.76% | 2.3% | 362 | +25,758 | 22.27% | Q4 2025 | Jan 07, 2026 |
| jvl associates llc | History | Reduced | 141,262 | 16,976 | 5.53% | 5.6% | 363 | -1,149 | -0.81% | Q4 2025 | Jan 09, 2026 |
| Arkos Global Advisors | History | Added to | 140,941 | 16,938 | 2.16% | 2.09% | 364 | +3,076 | 2.23% | Q4 2025 | Feb 13, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | Reduced | 139,830 | 16,804 | 11.03% | 10.92% | 365 | -3,710 | -2.58% | Q4 2025 | Jan 22, 2026 |
| HORAN Wealth, LLC | History | Added to | 139,760 | 16,796 | 2.58% | 2.56% | 366 | +2,975 | 2.17% | Q4 2025 | Feb 04, 2026 |
| Fairway Wealth LLC | History | Added to | 139,749 | 16,795 | 4.53% | 4.46% | 367 | +5,881 | 4.39% | Q4 2025 | Jan 28, 2026 |
| Ironwood Financial, llc | History | Added to | 132,093 | 16,715 | 2.83% | 2.71% | 368 | +3,320 | 2.58% | Q4 2025 | Jan 15, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 138,649 | 16,662 | 0.93% | 0.95% | 369 | -14,231 | -9.31% | Q4 2025 | Feb 06, 2026 |
| WELCH & FORBES LLC | History | Added to | 137,975 | 16,581 | 0.2% | 0.2% | 370 | +334 | 0.24% | Q4 2025 | Feb 10, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 137,575 | 16,533 | 1.33% | 1.33% | 371 | +9,027 | 7.02% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Added to | 137,526 | 16,527 | 0.34% | 0.31% | 372 | +5,001 | 3.77% | Q4 2025 | Feb 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 137,213 | 16,490 | 0.3% | 0.34% | 373 | -10,857 | -7.33% | Q4 2025 | Jan 07, 2026 |
| May Hill Capital, LLC | History | Added to | 137,050 | 16,470 | 2.15% | 2.13% | 374 | +75,892 | 124.09% | Q4 2025 | Feb 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 135,645 | 16,301 | 0.2% | 0.22% | 375 | -9,217 | -6.36% | Q4 2025 | Jan 21, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 127,699 | 16,221 | 0.05% | 0.05% | 376 | -7,012 | -5.21% | Q4 2025 | Feb 18, 2026 |
| SCS Capital Management LLC | History | Reduced | 134,641 | 16,181 | 0.17% | 0.18% | 377 | -3,443 | -2.49% | Q4 2025 | Feb 10, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 134,000 | 16,104 | 0.04% | 0.05% | 378 | +6,000 | 4.69% | Q4 2025 | Jan 26, 2026 |
| Liquid Strategies, LLC | History | Reduced | 133,958 | 16,099 | 3.5% | 3.45% | 379 | -7,036 | -4.99% | Q4 2025 | Jan 27, 2026 |
| Sunflower Bank, N.A. | History | Reduced | 133,288 | 16,018 | 4.04% | 4.38% | 380 | -18,184 | -12.0% | Q4 2025 | Jan 09, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 132,984 | 15,982 | 2.43% | 2.37% | 381 | +8,293 | 6.65% | Q4 2025 | Jan 30, 2026 |
| Hardy Reed LLC | History | No change | 132,434 | 15,915 | 1.13% | 1.16% | 382 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LGL PARTNERS, LLC | History | Reduced | 131,897 | 15,851 | 6.76% | 6.93% | 383 | -4,958 | -3.62% | Q4 2025 | Feb 09, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 131,169 | 15,763 | 0.88% | 0.96% | 384 | +201 | 0.15% | Q4 2025 | Feb 04, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 131,027 | 15,746 | 1.17% | 1.21% | 385 | -484 | -0.37% | Q4 2025 | Jan 16, 2026 |
| ProVise Management Group, LLC | History | Reduced | 130,827 | 15,722 | 1.12% | 1.15% | 386 | -564 | -0.43% | Q4 2025 | Jan 29, 2026 |
| Omega Financial Group, LLC | History | Added to | 129,941 | 15,616 | 5.14% | 5.01% | 387 | +2,560 | 2.01% | Q4 2025 | Jan 28, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 129,411 | 15,552 | 2.42% | 2.38% | 388 | +8,206 | 6.77% | Q4 2025 | Feb 06, 2026 |
| HCR Wealth Advisors | History | Reduced | 128,985 | 15,501 | 1.54% | 5.39% | 389 | -306,642 | -70.39% | Q4 2025 | Jan 27, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 128,755 | 15,473 | 0.29% | 0.31% | 390 | -1,117 | -0.86% | Q4 2025 | Feb 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 127,636 | 15,339 | 0.01% | — | 391 | +127,636 | New | Q4 2025 | Feb 13, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 127,515 | 15,324 | 1.31% | 1.02% | 392 | +68,626 | 116.53% | Q4 2025 | Feb 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 126,408 | 15,191 | 0.27% | 0.27% | 393 | +14,463 | 12.92% | Q4 2025 | Jan 16, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 126,266 | 15,175 | 4.67% | 4.71% | 394 | -1,560 | -1.22% | Q4 2025 | Feb 13, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 125,569 | 15,090 | 2.0% | 2.1% | 395 | -679 | -0.54% | Q4 2025 | Jan 30, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 125,338 | 15,063 | 0.17% | 0.32% | 396 | -65,062 | -34.17% | Q4 2025 | Feb 03, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Added to | 125,000 | 15,022 | 0.85% | 0.68% | 397 | +25,000 | 25.0% | Q4 2025 | Feb 11, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 124,844 | 15,003 | 0.36% | 0.38% | 398 | -3,614 | -2.81% | Q4 2025 | Feb 03, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 124,582 | 14,980 | 3.47% | 3.54% | 399 | +986 | 0.8% | Q4 2025 | Feb 11, 2026 |
| Panoramic Capital Partners, LLC | History | Added to | 124,407 | 14,951 | 9.17% | 9.42% | 400 | +1,050 | 0.85% | Q4 2025 | Jan 07, 2026 |
| XML Financial, LLC | History | Reduced | 124,160 | 14,921 | 1.22% | 1.25% | 401 | -4,670 | -3.62% | Q4 2025 | Feb 11, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 123,503 | 14,884 | 0.49% | 0.52% | 402 | -3,782 | -2.97% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 122,377 | 14,707 | 0.27% | 0.27% | 403 | +5,655 | 4.84% | Q4 2025 | Feb 17, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 122,363 | 14,705 | 5.15% | 5.22% | 404 | +745 | 0.61% | Q4 2025 | Feb 09, 2026 |
| Regal Investment Advisors LLC | History | Added to | 122,206 | 14,686 | 0.88% | 0.92% | 405 | +3,112 | 2.61% | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | Reduced | 121,596 | 14,613 | 0.32% | 0.32% | 406 | -923 | -0.75% | Q4 2025 | Feb 04, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 121,580 | 14,611 | 0.14% | 0.19% | 407 | -37,896 | -23.76% | Q4 2025 | Feb 13, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 121,205 | 14,566 | 6.47% | 3.07% | 408 | +61,880 | 104.31% | Q4 2025 | Jan 20, 2026 |
| First Bank & Trust | History | Reduced | 120,821 | 14,520 | 2.37% | 2.42% | 409 | -20 | -0.02% | Q4 2025 | Jan 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 119,750 | 14,391 | 0.52% | 0.5% | 410 | +9,762 | 8.88% | Q4 2025 | Jan 27, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Added to | 119,199 | 14,325 | 0.95% | 0.95% | 411 | +3,822 | 3.31% | Q4 2025 | Jan 23, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 119,056 | 14,308 | 3.68% | 3.86% | 412 | -339 | -0.28% | Q4 2025 | Jan 23, 2026 |
| SouthState Bank Corp | History | Reduced | 118,985 | 14,299 | 0.64% | 0.66% | 413 | -750 | -0.63% | Q4 2025 | Feb 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 118,070 | 14,189 | 0.11% | 0.12% | 414 | -1,650 | -1.38% | Q4 2025 | Jan 14, 2026 |
| Francis Financial, Inc. | History | Added to | 117,769 | 14,153 | 2.76% | 2.45% | 415 | +2,003 | 1.73% | Q4 2025 | Feb 11, 2026 |
| Neumann Capital Management, LLC | History | Added to | 117,764 | 14,152 | 4.09% | 4.08% | 416 | +347 | 0.3% | Q4 2025 | Jan 14, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 116,092 | 14,121 | 0.2% | 0.2% | 417 | +7,754 | 7.16% | Q4 2025 | Feb 05, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 117,004 | 14,061 | 1.1% | 1.18% | 418 | -5,261 | -4.3% | Q4 2025 | Jan 23, 2026 |
| LVW Advisors, LLC | History | Added to | 116,974 | 14,057 | 1.42% | 1.38% | 419 | +3,577 | 3.15% | Q4 2025 | Jan 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 116,814 | 14,038 | 0.3% | 0.35% | 420 | -12,314 | -9.54% | Q4 2025 | Feb 05, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 114,446 | 13,754 | 1.85% | 1.23% | 421 | +49,784 | 76.99% | Q4 2025 | Feb 17, 2026 |
| Community Bank, N.A. | History | Reduced | 114,312 | 13,737 | 1.62% | 1.66% | 422 | -1,168 | -1.01% | Q4 2025 | Feb 04, 2026 |
| MERIDIAN MANAGEMENT CO | History | Added to | 114,082 | 13,710 | 3.39% | 3.53% | 423 | +3,166 | 2.85% | Q4 2025 | Feb 10, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 113,595 | 13,651 | 1.9% | 1.93% | 424 | +637 | 0.56% | Q4 2025 | Jan 27, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 112,068 | 13,468 | 1.88% | 1.92% | 425 | -4,395 | -3.77% | Q4 2025 | Jan 26, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 112,039 | 13,464 | 0.98% | 1.01% | 426 | -2,369 | -2.07% | Q4 2025 | Feb 12, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 111,693 | 13,423 | 4.46% | 4.4% | 427 | +3,101 | 2.86% | Q4 2025 | Feb 12, 2026 |
| Argent Trust Co | History | Added to | 111,287 | 13,374 | 0.46% | 0.47% | 428 | +347 | 0.31% | Q4 2025 | Feb 10, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 110,875 | 13,324 | 2.63% | 2.64% | 429 | +100 | 0.09% | Q4 2025 | Jan 28, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 110,450 | 13,273 | 0.77% | — | 430 | +110,450 | New | Q4 2025 | Feb 09, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 110,311 | 13,257 | 1.96% | 1.99% | 431 | +4,569 | 4.32% | Q4 2025 | Jan 27, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 110,101 | 13,231 | 2.39% | 2.5% | 432 | -6,727 | -5.76% | Q4 2025 | Jan 16, 2026 |
| IHT Wealth Management, LLC | History | Added to | 109,081 | 13,226 | 0.32% | 0.33% | 433 | +151 | 0.14% | Q4 2025 | Feb 17, 2026 |
| PACK Private Wealth, LLC | History | Added to | 109,920 | 13,210 | 6.02% | 6.05% | 434 | +1,767 | 1.63% | Q4 2025 | Feb 17, 2026 |
| NewSquare Capital LLC | History | Reduced | 109,011 | 13,100 | 1.16% | 1.21% | 435 | -41,709 | -27.67% | Q4 2025 | Feb 17, 2026 |
| Melone Private Wealth, LLC | History | Added to | 108,593 | 13,050 | 5.53% | 3.17% | 436 | +49,792 | 84.68% | Q4 2025 | Jan 07, 2026 |
| Waverly Advisors, LLC | History | Reduced | 107,554 | 12,925 | 0.1% | 0.13% | 437 | -797 | -0.74% | Q4 2025 | Feb 17, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 107,219 | 12,885 | 0.21% | 0.21% | 438 | +1,305 | 1.23% | Q4 2025 | Feb 11, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 106,949 | 12,853 | 0.71% | 0.78% | 439 | -2,625 | -2.4% | Q4 2025 | Feb 02, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 106,432 | 12,791 | 5.42% | 2.06% | 440 | +66,083 | 163.78% | Q4 2025 | Jan 28, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 106,106 | 12,751 | 0.13% | 1.04% | 441 | -551,959 | -83.88% | Q4 2025 | Feb 10, 2026 |
| Presper Financial Architects, LLC | History | Added to | 106,017 | 12,741 | 7.2% | 7.17% | 442 | +2,056 | 1.98% | Q4 2025 | Feb 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 105,716 | 12,704 | 0.01% | 0.01% | 443 | +40,012 | 60.9% | Q4 2025 | Feb 17, 2026 |
| PENINSULA ASSET MANAGEMENT INC | History | Reduced | 105,162 | 12,638 | 6.49% | 6.42% | 444 | -125 | -0.12% | Q4 2025 | Feb 12, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | Added to | 104,902 | 12,607 | 3.3% | 3.35% | 445 | +1,123 | 1.08% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 104,773 | 12,591 | 0.82% | 0.84% | 446 | +840 | 0.81% | Q4 2025 | Jan 23, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 101,872 | 12,565 | 4.78% | 5.28% | 447 | +51,302 | 101.45% | Q4 2025 | Feb 10, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 104,055 | 12,505 | 1.8% | 1.97% | 448 | -48 | -0.05% | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Added to | 103,971 | 12,495 | 0.28% | 0.28% | 449 | +13,713 | 15.19% | Q4 2025 | Feb 06, 2026 |
| DAVENPORT & Co LLC | History | Added to | 103,820 | 12,477 | 0.07% | 0.05% | 450 | +24,162 | 30.33% | Q4 2025 | Jan 12, 2026 |
| Gotham Asset Management, LLC | History | Added to | 103,677 | 12,459 | 0.05% | 0.05% | 451 | +1 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 102,460 | 12,313 | 10.52% | 10.88% | 452 | -710 | -0.69% | Q4 2025 | Jan 21, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 102,218 | 12,284 | 1.38% | 1.42% | 453 | +1,467 | 1.46% | Q4 2025 | Feb 12, 2026 |
| JNBA Financial Advisors | History | Reduced | 102,013 | 12,259 | 1.07% | 1.12% | 454 | -1,858 | -1.79% | Q4 2025 | Jan 26, 2026 |
| 4Thought Financial Group Inc. | History | Reduced | 101,475 | 12,195 | 6.04% | 6.16% | 455 | -1,001 | -0.98% | Q4 2025 | Jan 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 101,204 | 12,162 | 0.15% | 0.15% | 456 | +3,997 | 4.11% | Q4 2025 | Jan 29, 2026 |
| IFG Advisory, LLC | History | Added to | 100,964 | 12,133 | 0.53% | 0.53% | 457 | +3,400 | 3.48% | Q4 2025 | Feb 10, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 100,880 | 12,124 | 0.2% | 0.21% | 458 | -2,461 | -2.38% | Q4 2025 | Feb 03, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 100,669 | 12,098 | 0.28% | 0.29% | 459 | +413 | 0.41% | Q4 2025 | Feb 12, 2026 |
| Sageworth Trust Co | History | Reduced | 100,638 | 12,094 | 0.52% | 0.62% | 460 | -12,163 | -10.78% | Q4 2025 | Feb 03, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 98,375 | 12,091 | 1.07% | 1.09% | 461 | -2,137 | -2.13% | Q4 2025 | Jan 28, 2026 |
| Corecam Pte. Ltd. | History | Added to | 100,380 | 12,064 | 6.27% | 5.03% | 462 | +19,400 | 23.96% | Q4 2025 | Mar 02, 2026 |
| McGuire Investment Group, LLC | History | Reduced | 100,242 | 12,047 | 1.29% | 1.38% | 463 | -2,423 | -2.36% | Q4 2025 | Jan 26, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 99,702 | 11,982 | 0.05% | 0.01% | 464 | +79,590 | 395.73% | Q4 2025 | Feb 12, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 99,296 | 11,933 | 1.05% | 1.07% | 465 | -1,789 | -1.77% | Q4 2025 | Feb 06, 2026 |
| Nordwand Advisors, LLC | History | Reduced | 99,300 | 11,933 | 2.09% | 1.9% | 466 | -1,640 | -1.62% | Q4 2025 | Feb 03, 2026 |
| Long Run Wealth Advisors, LLC | History | Added to | 97,584 | 11,727 | 2.21% | 2.23% | 467 | +1,797 | 1.88% | Q4 2025 | Feb 02, 2026 |
| Towercrest Capital Management | History | Reduced | 97,535 | 11,724 | 1.85% | 2.11% | 468 | -13,120 | -11.86% | Q4 2025 | Jan 21, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 97,554 | 11,724 | 0.08% | 0.09% | 469 | -4,983 | -4.86% | Q4 2025 | Feb 13, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 97,355 | 11,700 | 2.73% | — | 470 | +97,355 | New | Q4 2025 | Jan 26, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 97,206 | 11,682 | 6.22% | 6.35% | 471 | +2,547 | 2.69% | Q4 2025 | Jan 26, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 97,188 | 11,680 | 0.0% | — | 472 | +97,188 | New | Q4 2025 | Feb 13, 2026 |
| Sprinkle Financial Consultants LLC | History | Reduced | 96,766 | 11,629 | 5.91% | 6.48% | 473 | -886 | -0.91% | Q4 2025 | Jan 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 96,625 | 11,612 | 0.24% | 0.26% | 474 | +1,405 | 1.48% | Q4 2025 | Feb 09, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Reduced | 95,802 | 11,513 | 4.46% | 4.27% | 475 | -3,338 | -3.37% | Q4 2025 | Jan 30, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 95,471 | 11,473 | 0.81% | 0.87% | 476 | +3,097 | 3.35% | Q4 2025 | Jan 21, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 95,296 | 11,452 | 0.01% | — | 477 | +95,296 | New | Q4 2025 | Feb 17, 2026 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | History | New | 94,964 | 11,412 | 1.63% | — | 478 | +94,964 | New | Q4 2025 | Feb 10, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 94,643 | 11,374 | 0.2% | 0.16% | 479 | -137 | -0.14% | Q4 2025 | Feb 17, 2026 |
| Caldwell Trust Co | History | Added to | 94,065 | 11,304 | 1.0% | 0.99% | 480 | +4,738 | 5.3% | Q4 2025 | Jan 30, 2026 |
| Sylvest Advisors, LLC | History | Added to | 93,761 | 11,268 | 6.01% | 5.18% | 481 | +12,593 | 15.51% | Q4 2025 | Jan 20, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 93,739 | 11,265 | 0.82% | 0.82% | 482 | +5,446 | 6.17% | Q4 2025 | Feb 09, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 93,393 | 11,223 | 1.91% | 2.01% | 483 | +1,163 | 1.26% | Q4 2025 | Jan 12, 2026 |
| Vestwell Advisors, LLC | History | Added to | 93,316 | 11,214 | 1.66% | 2.34% | 484 | +38,132 | 69.1% | Q4 2025 | Feb 13, 2026 |
| CFO4Life Group, LLC | History | Reduced | 93,237 | 11,205 | 1.6% | 1.64% | 485 | -1,961 | -2.06% | Q4 2025 | Feb 06, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 92,963 | 11,172 | 1.25% | 1.29% | 486 | -1,629 | -1.72% | Q4 2025 | Jan 22, 2026 |
| eCIO, Inc. | History | Reduced | 92,618 | 11,130 | 5.18% | 4.27% | 487 | -3,678 | -3.82% | Q4 2025 | Jan 20, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 92,587 | 11,127 | 1.53% | 1.45% | 488 | +5,393 | 6.19% | Q4 2025 | Feb 10, 2026 |
| TFO Wealth Partners, LLC | History | Reduced | 92,536 | 11,120 | 1.66% | 1.8% | 489 | -167 | -0.18% | Q4 2025 | Feb 05, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 92,188 | 11,079 | 0.9% | 0.91% | 490 | -756 | -0.81% | Q4 2025 | Feb 06, 2026 |
| Operose Advisors LLC | History | Reduced | 91,929 | 11,047 | 2.57% | 3.25% | 491 | -17,920 | -16.31% | Q4 2025 | Feb 10, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 91,877 | 11,041 | 1.08% | 1.1% | 492 | -718 | -0.78% | Q4 2025 | Jan 29, 2026 |
| Somnio Financial Group, LLC | History | Added to | 91,440 | 10,989 | 7.26% | 7.26% | 493 | +1,302 | 1.44% | Q4 2025 | Jan 08, 2026 |
| Rochester Wealth Strategies, LLC | History | Added to | 91,369 | 10,980 | 6.89% | 6.98% | 494 | +1,574 | 1.75% | Q4 2025 | Jan 15, 2026 |
| SoundView Advisors Inc. | History | New | 90,717 | 10,902 | 3.8% | — | 495 | +90,717 | New | Q4 2025 | Feb 06, 2026 |
| Legal & General Group Plc | History | Reduced | 90,579 | 10,888 | 0.0% | 0.0% | 496 | -25,082 | -21.69% | Q4 2025 | Feb 09, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 90,513 | 10,877 | 2.65% | 3.05% | 497 | +785 | 0.87% | Q4 2025 | Jan 07, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 90,389 | 10,863 | 0.57% | 0.65% | 498 | +2,343 | 2.66% | Q4 2025 | Jan 26, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | Added to | 90,270 | 10,848 | 5.12% | 5.13% | 499 | +1,858 | 2.1% | Q4 2025 | Jan 23, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 90,146 | 10,833 | 5.29% | 5.27% | 500 | +358 | 0.4% | Q4 2025 | Feb 09, 2026 |
| HOWE & RUSLING INC | History | Added to | 89,918 | 10,806 | 0.71% | 0.72% | 501 | +1,611 | 1.82% | Q4 2025 | Feb 17, 2026 |
| hemming& Wealth Management, Inc. | History | New | 89,631 | 10,771 | 7.37% | — | 502 | +89,631 | New | Q4 2025 | Mar 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 89,443 | 10,749 | 0.06% | 0.05% | 503 | +17,310 | 24.0% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 89,338 | 10,736 | 0.0% | 0.01% | 504 | -3,932 | -4.22% | Q4 2025 | Feb 10, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 89,195 | 10,719 | 0.28% | 0.32% | 505 | +912 | 1.03% | Q4 2025 | Feb 02, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 89,171 | 10,716 | 3.15% | 3.52% | 506 | +682 | 0.77% | Q4 2025 | Feb 02, 2026 |
| Waterway Wealth Management, LLC | History | Added to | 101,173 | 10,689 | 2.42% | 2.5% | 507 | +1,309 | 1.31% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 88,902 | 10,684 | 0.0% | 0.0% | 508 | -29,527 | -24.93% | Q4 2025 | Feb 12, 2026 |
| LCW Services, LLC | History | New | 88,798 | 10,671 | 5.68% | — | 509 | +88,798 | New | Q4 2025 | Feb 11, 2026 |
| TCTC Holdings, LLC | History | Added to | 88,543 | 10,641 | 0.32% | 0.31% | 510 | +413 | 0.47% | Q4 2025 | Feb 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 88,329 | 10,615 | 0.18% | 0.2% | 511 | -12,155 | -12.1% | Q4 2025 | Jan 28, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 87,988 | 10,574 | 0.35% | 0.35% | 512 | -1,648 | -1.84% | Q4 2025 | Feb 11, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 87,928 | 10,567 | 2.4% | 2.42% | 513 | -735 | -0.83% | Q4 2025 | Jan 14, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Reduced | 87,503 | 10,516 | 4.08% | 4.13% | 514 | -1,404 | -1.58% | Q4 2025 | Jan 23, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 87,001 | 10,455 | 4.48% | 4.66% | 515 | +3,750 | 4.5% | Q4 2025 | Jan 21, 2026 |
| CHOREO, LLC | History | Reduced | 85,559 | 10,411 | 0.13% | 0.15% | 516 | -8,141 | -8.69% | Q4 2025 | Jan 23, 2026 |
| Fiduciary Group, LLC | History | Reduced | 86,510 | 10,396 | 0.87% | 0.96% | 517 | -5,405 | -5.88% | Q4 2025 | Feb 12, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 86,424 | 10,386 | 3.48% | 3.93% | 518 | -21,524 | -19.94% | Q4 2025 | Jan 13, 2026 |
| Coastline Complete Wealth LLC | History | New | 86,109 | 10,348 | 6.52% | — | 519 | +86,109 | New | Q4 2025 | Feb 24, 2026 |
| HighMark Wealth Management LLC | History | Added to | 85,879 | 10,319 | 4.21% | 4.41% | 520 | +1,652 | 1.96% | Q4 2025 | Feb 05, 2026 |
| Compound Planning, Inc. | History | Added to | 85,815 | 10,313 | 0.3% | 0.3% | 521 | +7,837 | 10.05% | Q4 2025 | Feb 19, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 85,621 | 10,289 | 0.54% | 0.52% | 522 | +5,200 | 6.47% | Q4 2025 | Jan 23, 2026 |
| Magnolia Wealth Management, LLC | History | Added to | 85,476 | 10,272 | 6.14% | 6.05% | 523 | +3,114 | 3.78% | Q4 2025 | Jan 27, 2026 |
| Tempo Wealth, LLC | History | New | 84,984 | 10,213 | 1.82% | — | 524 | +84,984 | New | Q4 2025 | Feb 25, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 84,963 | 10,210 | 1.94% | 1.97% | 525 | +10 | 0.01% | Q4 2025 | Feb 12, 2026 |
| FIRST HORIZON CORP | History | Added to | 84,613 | 10,168 | 0.45% | 0.47% | 526 | +385 | 0.46% | Q4 2025 | Jan 27, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Added to | 84,384 | 10,141 | 5.89% | 5.67% | 527 | +1,721 | 2.08% | Q4 2025 | Jan 07, 2026 |
| Parallel Advisors, LLC | History | Reduced | 84,051 | 10,101 | 0.18% | 0.2% | 528 | -9,823 | -10.46% | Q4 2025 | Feb 11, 2026 |
| Rossmore Private Capital | History | Added to | 84,032 | 10,098 | 0.9% | 0.95% | 529 | +10,175 | 13.78% | Q4 2025 | Feb 05, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 83,915 | 10,084 | 0.21% | 0.28% | 530 | -18,528 | -18.09% | Q4 2025 | Feb 03, 2026 |
| Retirement Systems of Alabama | History | No change | 83,667 | 10,055 | 0.03% | 0.03% | 531 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 82,987 | 9,973 | 1.1% | 1.1% | 532 | +1,263 | 1.55% | Q4 2025 | Jan 12, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 82,545 | 9,920 | 3.39% | 3.34% | 533 | +990 | 1.21% | Q4 2025 | Jan 05, 2026 |
| Kure Advisory, LLC | History | Added to | 82,074 | 9,863 | 5.52% | 5.81% | 534 | +2,839 | 3.58% | Q4 2025 | Jan 08, 2026 |
| FDx Advisors, Inc. | History | Reduced | 81,597 | 9,806 | 5.0% | 2.95% | 535 | -2,072 | -2.48% | Q4 2025 | Feb 10, 2026 |
| Apella Capital, LLC | History | Added to | 81,456 | 9,789 | 0.19% | 0.21% | 536 | +2,303 | 2.91% | Q4 2025 | Jan 21, 2026 |
| Texas Yale Capital Corp. | History | No change | 81,428 | 9,786 | 0.3% | 0.3% | 537 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Global Wealth Management, LLC | History | Reduced | 81,339 | 9,775 | 5.26% | 5.31% | 538 | -3,845 | -4.51% | Q4 2025 | Jan 26, 2026 |
| Richwood Investment Advisors, LLC | History | Added to | 74,036 | 9,770 | 7.02% | 6.72% | 539 | +1,839 | 2.55% | Q4 2025 | Feb 12, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 81,127 | 9,749 | 1.7% | 1.71% | 540 | +1,294 | 1.62% | Q4 2025 | Feb 02, 2026 |
| Atria Investments, Inc | History | Added to | 80,573 | 9,683 | 0.11% | 0.07% | 541 | +28,184 | 53.8% | Q4 2025 | Feb 05, 2026 |
| May Barnhard Investments LLC | History | Reduced | 80,506 | 9,675 | 4.57% | 4.72% | 542 | -5,254 | -6.13% | Q4 2025 | Jan 28, 2026 |
| AlphaCore Capital LLC | History | Added to | 80,232 | 9,642 | 0.22% | 0.01% | 543 | +76,489 | 2043.52% | Q4 2025 | Feb 05, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 79,889 | 9,601 | 1.54% | 1.93% | 544 | -30,544 | -27.66% | Q4 2025 | Jan 21, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 79,861 | 9,597 | 1.22% | 1.16% | 545 | +8,862 | 12.48% | Q4 2025 | Feb 03, 2026 |
| Holland Advisory Services, Inc. | History | Added to | 79,787 | 9,588 | 12.94% | 12.54% | 546 | +2,948 | 3.84% | Q4 2025 | Jan 12, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 79,408 | 9,543 | 0.43% | 0.47% | 547 | -6,724 | -7.81% | Q4 2025 | Feb 02, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 79,363 | 9,537 | 0.5% | 0.62% | 548 | +18,891 | 31.24% | Q4 2025 | Feb 09, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 79,046 | 9,499 | 0.68% | 0.56% | 549 | +8,810 | 12.54% | Q4 2025 | Jan 14, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 78,704 | 9,458 | 2.86% | 2.94% | 550 | -4,907 | -5.87% | Q4 2025 | Feb 06, 2026 |
| Quantinno Capital Management LP | History | Added to | 78,591 | 9,445 | 0.02% | 0.02% | 551 | +15,435 | 24.44% | Q4 2025 | Feb 17, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 78,357 | 9,416 | 0.2% | 0.2% | 552 | -911 | -1.15% | Q4 2025 | Feb 18, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 77,853 | 9,356 | 0.38% | 0.39% | 553 | +424 | 0.55% | Q4 2025 | Jan 27, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Added to | 77,736 | 9,342 | 0.76% | 0.79% | 554 | +361 | 0.47% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 76,996 | 9,253 | 0.23% | 0.21% | 555 | +5,814 | 8.17% | Q4 2025 | Jan 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 76,581 | 9,203 | 0.43% | 0.52% | 556 | -5,602 | -6.82% | Q4 2025 | Jan 12, 2026 |
| Legacy Trust | History | Added to | 76,323 | 9,172 | 1.72% | 1.78% | 557 | +315 | 0.41% | Q4 2025 | Jan 22, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | Reduced | 76,018 | 9,135 | 2.11% | 2.0% | 558 | -108 | -0.14% | Q4 2025 | Feb 11, 2026 |
| SIH Partners, LLLP | History | New | 75,956 | 9,128 | 0.17% | — | 559 | +75,956 | New | Q4 2025 | Feb 17, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 75,899 | 9,121 | 4.63% | 4.62% | 560 | +2,590 | 3.53% | Q4 2025 | Feb 17, 2026 |
| Embree Financial Group | History | Reduced | 75,566 | 9,081 | 1.11% | 1.36% | 561 | -10,001 | -11.69% | Q4 2025 | Jan 14, 2026 |
| CENTRAL TRUST Co | History | Reduced | 74,939 | 9,006 | 0.18% | 0.19% | 562 | -679 | -0.9% | Q4 2025 | Feb 02, 2026 |
| CERTUITY, LLC | History | Reduced | 74,530 | 8,957 | 0.56% | 0.64% | 563 | -4,234 | -5.38% | Q4 2025 | Jan 30, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 74,487 | 8,951 | 2.57% | 2.67% | 564 | -256 | -0.34% | Q4 2025 | Jan 27, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 74,142 | 8,910 | 0.33% | 0.87% | 565 | -37,639 | -33.67% | Q4 2025 | Feb 04, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 73,979 | 8,894 | 0.1% | 0.1% | 566 | +1,258 | 1.73% | Q4 2025 | Feb 02, 2026 |
| Selby Wealth Management, LLC | History | New | 73,912 | 8,882 | 3.58% | — | 567 | +73,912 | New | Q4 2025 | Feb 13, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 73,905 | 8,881 | 1.64% | 1.72% | 568 | +760 | 1.04% | Q4 2025 | Feb 13, 2026 |
| Polianta Ltd | History | Added to | 73,700 | 8,857 | 1.16% | 3.31% | 569 | +6,100 | 9.02% | Q4 2025 | Jan 15, 2026 |
| Arvest Bank Trust Division | History | Added to | 73,596 | 8,844 | 0.48% | 0.14% | 570 | +52,822 | 254.27% | Q4 2025 | Feb 09, 2026 |
| Performa Ltd (US), LLC | History | Reduced | 73,520 | 8,835 | 2.24% | 2.36% | 571 | -1,250 | -1.67% | Q4 2025 | Feb 10, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 73,411 | 8,822 | 6.32% | 6.96% | 572 | +2,330 | 3.28% | Q4 2025 | Jan 23, 2026 |
| Keel Point, LLC | History | Added to | 73,254 | 8,803 | 0.53% | 0.5% | 573 | +4,244 | 6.15% | Q4 2025 | Feb 12, 2026 |
| Partnership Wealth Management, LLC | History | Added to | 73,164 | 8,792 | 6.33% | 6.66% | 574 | +387 | 0.53% | Q4 2025 | Jan 09, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 72,758 | 8,744 | 0.58% | 0.54% | 575 | +6,867 | 10.42% | Q4 2025 | Apr 02, 2026 |
| Twin Cities Retirement Group LLC | History | New | 72,618 | 8,727 | 8.42% | — | 576 | +72,618 | New | Q4 2025 | Feb 09, 2026 |
| F/m Investments LLC | History | Reduced | 72,029 | 8,656 | 0.33% | 0.33% | 577 | -170 | -0.24% | Q4 2025 | Feb 03, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 71,794 | 8,628 | 0.64% | 0.34% | 578 | +34,028 | 90.1% | Q4 2025 | Feb 18, 2026 |
| Triangle Securities Wealth Management | History | Added to | 71,762 | 8,624 | 1.82% | 1.79% | 579 | +5,111 | 7.67% | Q4 2025 | Jan 13, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 71,761 | 8,624 | 4.73% | 4.81% | 580 | +841 | 1.19% | Q4 2025 | Jan 08, 2026 |
| TMB Capital Partners, LLC | History | New | 71,636 | 8,609 | 2.94% | — | 581 | +71,636 | New | Q4 2025 | Feb 19, 2026 |
| Aristotle Capital Boston, LLC | History | Added to | 71,628 | 8,608 | 0.47% | 0.41% | 582 | +4,298 | 6.38% | Q4 2025 | Feb 17, 2026 |
| Pachira Investments Inc. | History | Reduced | 71,585 | 8,603 | 4.19% | 5.37% | 583 | -8,844 | -11.0% | Q4 2025 | Feb 02, 2026 |
| RFG Advisory, LLC | History | Reduced | 71,473 | 8,589 | 0.16% | 0.21% | 584 | -15,595 | -17.91% | Q4 2025 | Feb 03, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 71,167 | 8,552 | 0.96% | 1.02% | 585 | -707 | -0.98% | Q4 2025 | Feb 17, 2026 |
| Alley Investment Management Company, LLC | History | Reduced | 71,151 | 8,550 | 1.0% | 0.99% | 586 | -775 | -1.08% | Q4 2025 | Jan 27, 2026 |
| Marietta Wealth Management, LLC | History | Reduced | 70,955 | 8,527 | 0.99% | 1.04% | 587 | -610 | -0.85% | Q4 2025 | Jan 28, 2026 |
| Citizens National Bank Trust Department | History | Reduced | 70,651 | 8,490 | 1.46% | 1.53% | 588 | -1,555 | -2.15% | Q4 2025 | Jan 30, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 64,125 | 8,463 | 1.77% | 2.18% | 589 | -1,432 | -2.18% | Q4 2025 | Feb 13, 2026 |
| Counterweight Ventures, LLC | History | Added to | 70,285 | 8,446 | 4.74% | 4.85% | 590 | +472 | 0.68% | Q4 2025 | Jan 15, 2026 |
| Peak Financial Management, Inc. | History | Added to | 70,087 | 8,423 | 2.17% | 2.2% | 591 | +32 | 0.05% | Q4 2025 | Jan 23, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 63,822 | 8,422 | 0.19% | 0.19% | 592 | +295 | 0.46% | Q4 2025 | Feb 09, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 69,521 | 8,355 | 1.79% | 1.79% | 593 | +1,191 | 1.74% | Q4 2025 | Feb 04, 2026 |
| Strategic Financial Partners, Ltd. | History | Added to | 69,292 | 8,327 | 3.61% | 2.28% | 594 | +27,315 | 65.07% | Q4 2025 | Feb 11, 2026 |
| Sherman Asset Management, Inc. | History | Reduced | 68,917 | 8,282 | 7.01% | 7.43% | 595 | -3,558 | -4.91% | Q4 2025 | Feb 05, 2026 |
| CX Institutional | History | Reduced | 68,741 | 8,261 | 0.25% | 0.25% | 596 | -262 | -0.38% | Q4 2025 | Feb 02, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 68,549 | 8,238 | 0.65% | 0.6% | 597 | +12,348 | 21.97% | Q4 2025 | Jan 28, 2026 |
| Alliance Private Wealth, LLC | History | New | 64,095 | 8,219 | 2.86% | — | 598 | +64,095 | New | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 67,774 | 8,218 | 0.24% | 0.14% | 599 | +48,824 | 257.65% | Q4 2025 | Feb 13, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 68,017 | 8,174 | 0.18% | 0.39% | 600 | -763,627 | -91.82% | Q4 2025 | Feb 20, 2026 |
| Ellenbecker Investment Group | History | Reduced | 67,991 | 8,171 | 1.14% | 1.25% | 601 | -3,446 | -4.82% | Q4 2025 | Jan 30, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 67,989 | 8,170 | 1.06% | 1.11% | 602 | -4,332 | -5.99% | Q4 2025 | Jan 22, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 67,844 | 8,153 | 0.23% | 0.23% | 603 | -817 | -1.19% | Q4 2025 | Jan 20, 2026 |
| Cannon Capital Management, Inc. | History | New | 67,825 | 8,151 | 7.17% | — | 604 | +67,825 | New | Q4 2025 | Jan 30, 2026 |
| SkyOak Wealth, LLC | History | Added to | 67,185 | 8,074 | 1.45% | 1.46% | 605 | +2,181 | 3.36% | Q4 2025 | Feb 05, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 67,161 | 8,071 | 0.6% | 0.63% | 606 | -494 | -0.73% | Q4 2025 | Feb 04, 2026 |
| Marble Wealth, LLC | History | New | 66,788 | 8,026 | 1.11% | — | 607 | +66,788 | New | Q4 2025 | Feb 10, 2026 |
| American Money Management, LLC | History | Added to | 66,339 | 7,972 | 1.25% | 1.29% | 608 | +1,456 | 2.24% | Q4 2025 | Feb 10, 2026 |
| Hiley Hunt Wealth Management | History | Reduced | 66,249 | 7,961 | 3.56% | 3.85% | 609 | -2,689 | -3.9% | Q4 2025 | Jan 06, 2026 |
| Vectors Research Management, LLC | History | Reduced | 65,871 | 7,916 | 2.42% | 2.48% | 610 | -419 | -0.63% | Q4 2025 | Feb 03, 2026 |
| COMMERCE BANK | History | Added to | 65,813 | 7,909 | 0.04% | 0.03% | 611 | +13,945 | 26.89% | Q4 2025 | Feb 13, 2026 |
| WLTH Capital Management, LLC | History | New | 60,045 | 7,862 | 6.08% | — | 612 | +60,045 | New | Q4 2025 | Feb 24, 2026 |
| Sterling Investment Counsel, LLC | History | Added to | 65,400 | 7,859 | 2.25% | 2.45% | 613 | +975 | 1.51% | Q4 2025 | Jan 27, 2026 |
| Prospera Financial Services Inc | History | Reduced | 65,298 | 7,852 | 0.13% | 0.13% | 614 | -1,114 | -1.68% | Q4 2025 | Feb 09, 2026 |
| MTC Wealth Management LLC | History | Reduced | 65,107 | 7,824 | 3.67% | 3.67% | 615 | -1,180 | -1.78% | Q4 2025 | Jan 15, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 64,568 | 7,759 | 0.65% | 1.98% | 616 | -160,425 | -71.3% | Q4 2025 | Jan 27, 2026 |
| Canal Capital Management, LLC | History | Reduced | 64,497 | 7,751 | 1.1% | 1.29% | 617 | -7,825 | -10.82% | Q4 2025 | Jan 06, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 64,396 | 7,739 | 0.41% | 0.4% | 618 | -82 | -0.13% | Q4 2025 | Feb 11, 2026 |
| IFS Advisors, LLC | History | Reduced | 64,391 | 7,738 | 4.02% | 5.87% | 619 | -20,024 | -23.72% | Q4 2025 | Jan 09, 2026 |
| ASPIRIANT, LLC | History | Added to | 64,366 | 7,735 | 0.22% | 0.19% | 620 | +13,001 | 25.31% | Q4 2025 | Jan 20, 2026 |
| TKG Advisors, LLC | History | Added to | 64,259 | 7,722 | 3.11% | 3.22% | 621 | +965 | 1.52% | Q4 2025 | Jan 29, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 64,100 | 7,703 | 2.95% | 2.96% | 622 | +1,452 | 2.32% | Q4 2025 | Feb 05, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 63,878 | 7,676 | 0.45% | 0.33% | 623 | -423 | -0.66% | Q4 2025 | Jan 30, 2026 |
| New World Advisors LLC | History | Added to | 63,865 | 7,675 | 1.31% | 1.37% | 624 | +1,066 | 1.7% | Q4 2025 | Feb 06, 2026 |
| Asio Capital, LLC | History | Reduced | 63,734 | 7,659 | 1.08% | 1.21% | 625 | -4,216 | -6.2% | Q4 2025 | Jan 21, 2026 |
| North Berkeley Wealth Management, LLC | History | Added to | 63,509 | 7,632 | 4.5% | 5.74% | 626 | +2,300 | 3.76% | Q4 2025 | Feb 10, 2026 |
| Garde Capital, Inc. | History | Reduced | 63,474 | 7,628 | 0.45% | 0.37% | 627 | -678 | -1.06% | Q4 2025 | Feb 10, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 63,059 | 7,578 | 4.26% | 5.5% | 628 | -16,908 | -21.14% | Q4 2025 | Jan 14, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 62,874 | 7,556 | 0.68% | 0.64% | 629 | +5,168 | 8.96% | Q4 2025 | Jan 16, 2026 |
| Aristides Capital LLC | History | Added to | 62,720 | 7,537 | 1.33% | 1.03% | 630 | +2,720 | 4.53% | Q4 2025 | Feb 26, 2026 |
| Americana Partners, LLC | History | Added to | 62,636 | 7,527 | 0.21% | 0.22% | 631 | +371 | 0.6% | Q4 2025 | Feb 06, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 62,467 | 7,507 | 2.6% | 2.54% | 632 | +4,107 | 7.04% | Q4 2025 | Jan 27, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 62,355 | 7,493 | 1.62% | 1.51% | 633 | +11,550 | 22.73% | Q4 2025 | Feb 09, 2026 |
| ENZI WEALTH | History | Reduced | 58,800 | 7,481 | 2.64% | 7.4% | 634 | -119,859 | -67.09% | Q4 2025 | Jan 15, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 62,242 | 7,480 | 1.79% | 2.05% | 635 | -6,365 | -9.28% | Q4 2025 | Jan 15, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 62,224 | 7,478 | 4.07% | 4.39% | 636 | -3,422 | -5.21% | Q4 2025 | Jan 23, 2026 |
| White Pine Investment CO | History | Reduced | 61,788 | 7,426 | 1.75% | 1.74% | 637 | -82 | -0.13% | Q4 2025 | Jan 28, 2026 |
| Composition Wealth, LLC | History | Reduced | 61,691 | 7,414 | 0.11% | 0.11% | 638 | -2,702 | -4.2% | Q4 2025 | Feb 02, 2026 |
| BostonPremier Wealth LLC | History | Reduced | 61,455 | 7,385 | 3.78% | 4.31% | 639 | -11,598 | -15.88% | Q4 2025 | Jan 13, 2026 |
| Park Capital Management, LLC / WI | History | Added to | 61,433 | 7,382 | 5.28% | 5.65% | 640 | +1,978 | 3.33% | Q4 2025 | Jan 20, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 61,301 | 7,367 | 1.17% | 1.22% | 641 | -1,315 | -2.1% | Q4 2025 | Feb 24, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 61,232 | 7,358 | 1.34% | 5.78% | 642 | -184,638 | -75.1% | Q4 2025 | Feb 10, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 61,044 | 7,336 | 0.32% | 0.31% | 643 | -433 | -0.7% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | History | New | 60,880 | 7,316 | 0.08% | — | 644 | +60,880 | New | Q4 2025 | Feb 11, 2026 |
| CUMBERLAND ADVISORS INC | History | Reduced | 60,875 | 7,315 | 2.77% | 2.8% | 645 | -440 | -0.72% | Q4 2025 | Feb 02, 2026 |
| Provident Wealth Management, LLC | History | Added to | 60,745 | 7,300 | 2.16% | 2.16% | 646 | +679 | 1.13% | Q4 2025 | Jan 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 60,661 | 7,290 | 0.34% | 0.59% | 647 | -54,077 | -47.13% | Q4 2025 | Jan 21, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 60,665 | 7,290 | 2.16% | 2.19% | 648 | +350 | 0.58% | Q4 2025 | Jan 28, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 60,625 | 7,286 | 3.97% | 3.8% | 649 | -280 | -0.46% | Q4 2025 | Jan 28, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Reduced | 60,527 | 7,274 | 1.75% | 1.83% | 650 | -1,908 | -3.06% | Q4 2025 | Feb 02, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 60,184 | 7,232 | 1.16% | 1.13% | 651 | +3,418 | 6.02% | Q4 2025 | Feb 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 60,102 | 7,223 | 0.04% | 0.04% | 652 | -7,672 | -11.32% | Q4 2025 | Feb 10, 2026 |
| Plan Group Financial, LLC | History | Reduced | 59,913 | 7,200 | 1.87% | 2.25% | 653 | -10,496 | -14.91% | Q4 2025 | Feb 03, 2026 |
| Latko Wealth Management, Ltd. | History | Added to | 59,849 | 7,192 | 3.52% | 3.54% | 654 | +1,116 | 1.9% | Q4 2025 | Feb 10, 2026 |
| Serenus Wealth Advisors, LLC | History | Reduced | 59,671 | 7,171 | 1.39% | 1.23% | 655 | -746 | -1.23% | Q4 2025 | Jan 28, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 59,638 | 7,167 | 3.61% | 3.3% | 656 | +6,434 | 12.09% | Q4 2025 | Jan 21, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 59,502 | 7,150 | 0.52% | 0.53% | 657 | +520 | 0.88% | Q4 2025 | Feb 10, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 59,380 | 7,136 | 1.35% | 1.32% | 658 | +1,967 | 3.43% | Q4 2025 | Jan 07, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 59,314 | 7,128 | 1.25% | 1.37% | 659 | -537 | -0.9% | Q4 2025 | Jan 21, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 58,836 | 7,070 | 0.47% | 0.49% | 660 | -436 | -0.74% | Q4 2025 | Feb 20, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 58,612 | 7,043 | 1.37% | 1.48% | 661 | -135 | -0.23% | Q4 2025 | Feb 04, 2026 |
| STEPHENS INC /AR/ | History | Added to | 58,345 | 7,011 | 0.09% | 0.08% | 662 | +3,841 | 7.05% | Q4 2025 | Feb 05, 2026 |
| TrustBank | History | New | 58,114 | 6,984 | 2.91% | — | 663 | +58,114 | New | Q4 2025 | Feb 09, 2026 |
| Townsend Financial Planning, LLC | History | New | 58,014 | 6,972 | 6.98% | — | 664 | +58,014 | New | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 57,993 | 6,969 | 0.09% | 0.08% | 665 | -1,039 | -1.76% | Q4 2025 | Feb 02, 2026 |
| Aspect Partners, LLC | History | Added to | 57,945 | 6,963 | 3.05% | 2.78% | 666 | +6,400 | 12.42% | Q4 2025 | Jan 23, 2026 |
| Stephenson & Company, Inc. | History | Added to | 57,860 | 6,953 | 3.82% | 3.85% | 667 | +1,385 | 2.45% | Q4 2025 | Jan 27, 2026 |
| SlateStone Wealth, LLC | History | Added to | 57,628 | 6,926 | 0.58% | 0.55% | 668 | +4,302 | 8.07% | Q4 2025 | Feb 11, 2026 |
| Hopwood Financial Services, Inc. | History | Added to | 57,304 | 6,886 | 4.85% | 4.47% | 669 | +968 | 1.72% | Q4 2025 | Jan 16, 2026 |
| Telos Capital Management, Inc. | History | Added to | 57,192 | 6,873 | 0.64% | 0.64% | 670 | +1,314 | 2.35% | Q4 2025 | Jan 22, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 57,065 | 6,858 | 0.83% | 0.79% | 671 | +4,196 | 7.94% | Q4 2025 | Jan 13, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 56,875 | 6,835 | 3.8% | 4.66% | 672 | +3,912 | 7.39% | Q4 2025 | Feb 17, 2026 |
| United Financial Planning Group LLC | History | Added to | 56,717 | 6,816 | 4.13% | 4.15% | 673 | +1,237 | 2.23% | Q4 2025 | Feb 11, 2026 |
| Boltwood Capital Management | History | Added to | 56,621 | 6,804 | 1.77% | 1.77% | 674 | +505 | 0.9% | Q4 2025 | Jan 02, 2026 |
| Ballew Advisors, Inc | History | Reduced | 53,761 | 6,801 | 3.83% | 3.72% | 675 | -2,537 | -4.51% | Q4 2025 | Jan 14, 2026 |
| Csenge Advisory Group | History | Reduced | 56,488 | 6,788 | 0.31% | 0.33% | 676 | -1,602 | -2.76% | Q4 2025 | Feb 06, 2026 |
| Legacy Private Trust Co. | History | Reduced | 56,447 | 6,783 | 0.4% | 0.42% | 677 | -3,005 | -5.05% | Q4 2025 | Jan 08, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 56,246 | 6,759 | 0.44% | 0.46% | 678 | -344 | -0.61% | Q4 2025 | Feb 05, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 56,097 | 6,743 | 0.24% | 0.26% | 679 | -444 | -0.79% | Q4 2025 | Feb 04, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 56,056 | 6,737 | 0.43% | 0.44% | 680 | -2,261 | -3.88% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 56,012 | 6,731 | 0.2% | 0.37% | 682 | -51,279 | -47.79% | Q4 2025 | Feb 11, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 56,015 | 6,731 | 0.17% | 0.19% | 681 | -3,318 | -5.59% | Q4 2025 | Feb 06, 2026 |
| PARTHENON LLC | History | Added to | 55,967 | 6,726 | 0.73% | 0.74% | 683 | +85 | 0.15% | Q4 2025 | Jan 23, 2026 |
| Allen Investment Management, LLC | History | Reduced | 55,466 | 6,665 | 0.07% | 0.07% | 684 | -864 | -1.53% | Q4 2025 | Feb 10, 2026 |
| Sound Stewardship, LLC | History | Reduced | 55,418 | 6,660 | 3.19% | 3.27% | 685 | -2,002 | -3.49% | Q4 2025 | Jan 30, 2026 |
| Citizens Business Bank | History | Reduced | 55,414 | 6,659 | 1.1% | 1.13% | 686 | -1,331 | -2.35% | Q4 2025 | Feb 02, 2026 |
| Palumbo Wealth Management LLC | History | New | 55,384 | 6,656 | 1.64% | — | 687 | +55,384 | New | Q4 2025 | Jan 21, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 55,319 | 6,647 | 0.92% | 0.84% | 688 | +10,736 | 24.08% | Q4 2025 | Jan 21, 2026 |
| Enclave Advisors LLC | History | Reduced | 54,661 | 6,569 | 0.93% | 1.29% | 689 | -16,474 | -23.16% | Q4 2025 | Jan 14, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 54,586 | 6,560 | 0.63% | 0.63% | 690 | -8,518 | -13.5% | Q4 2025 | Jan 12, 2026 |
| SVB WEALTH LLC | History | Reduced | 54,305 | 6,526 | 0.38% | 0.37% | 691 | -3,606 | -6.23% | Q4 2025 | Feb 04, 2026 |
| Ironsides Asset Advisors, LLC | History | Added to | 54,295 | 6,525 | 1.65% | 1.66% | 692 | +129 | 0.24% | Q4 2025 | Feb 12, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 54,204 | 6,514 | 0.42% | 0.42% | 693 | +1,497 | 2.84% | Q4 2025 | Jan 20, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Reduced | 54,095 | 6,501 | 4.77% | 4.87% | 694 | -1,201 | -2.17% | Q4 2025 | Feb 06, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Added to | 53,872 | 6,474 | 0.24% | 0.12% | 695 | +27,506 | 104.32% | Q4 2025 | Feb 13, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 53,816 | 6,467 | 1.13% | 1.19% | 696 | +1,981 | 3.82% | Q4 2025 | Jan 29, 2026 |
| Certified Advisory Corp | History | Reduced | 53,715 | 6,455 | 0.59% | 0.61% | 697 | -776 | -1.42% | Q4 2025 | Jan 12, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 53,294 | 6,404 | 1.97% | 2.14% | 698 | -1,716 | -3.12% | Q4 2025 | Feb 11, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 53,125 | 6,387 | 1.85% | 1.5% | 699 | +465 | 0.88% | Q4 2025 | Jan 29, 2026 |
| NWAM LLC | History | Added to | 50,719 | 6,327 | 0.35% | 0.33% | 700 | +404 | 0.8% | Q4 2025 | Feb 04, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 52,552 | 6,315 | 0.24% | 0.23% | 701 | +174 | 0.33% | Q4 2025 | Feb 12, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 52,506 | 6,310 | 0.01% | 0.01% | 702 | +230 | 0.44% | Q4 2025 | Feb 10, 2026 |
| RMR Wealth Builders | History | Reduced | 52,471 | 6,305 | 0.5% | 2.53% | 703 | -201,452 | -79.34% | Q4 2025 | Jan 29, 2026 |
| CBM Financial, LLC | History | New | 47,585 | 6,242 | 4.24% | — | 704 | +47,585 | New | Q4 2025 | Feb 19, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Added to | 51,800 | 6,225 | 0.81% | 0.69% | 705 | +7,685 | 17.42% | Q4 2025 | Feb 17, 2026 |
| McAdam, LLC | History | Added to | 51,689 | 6,211 | 0.28% | 0.29% | 706 | +2,048 | 4.13% | Q4 2025 | Feb 13, 2026 |
| CITY HOLDING CO | History | Added to | 51,264 | 6,160 | 0.76% | 0.74% | 707 | +1,625 | 3.27% | Q4 2025 | Jan 22, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 50,995 | 6,128 | 0.16% | 0.13% | 708 | +9,557 | 23.06% | Q4 2025 | Feb 17, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | New | 50,990 | 6,127 | 2.41% | — | 709 | +50,990 | New | Q4 2025 | Jan 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 50,652 | 6,087 | 0.22% | 0.23% | 710 | +456 | 0.91% | Q4 2025 | Jan 21, 2026 |
| CPC Advisors, LLC | History | Added to | 50,554 | 6,075 | 0.61% | 0.57% | 711 | +5,386 | 11.92% | Q4 2025 | Jan 28, 2026 |
| Savvy Advisors, Inc. | History | Added to | 50,366 | 6,053 | 0.2% | 0.23% | 712 | +9,049 | 21.9% | Q4 2025 | Jan 20, 2026 |
| Montecito Bank & Trust | History | Reduced | 50,290 | 6,043 | 0.96% | 0.96% | 713 | -1,824 | -3.5% | Q4 2025 | Jan 09, 2026 |
| Hills Bank & Trust Co | History | Reduced | 50,078 | 6,018 | 0.35% | 0.36% | 714 | -962 | -1.88% | Q4 2025 | Feb 05, 2026 |
| G&S Capital LLC | History | Reduced | 50,063 | 6,016 | 2.13% | 2.21% | 715 | -270 | -0.54% | Q4 2025 | Jan 28, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 50,035 | 6,013 | 0.41% | 0.44% | 716 | -4,254 | -7.84% | Q4 2025 | Jan 26, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Reduced | 49,866 | 5,992 | 0.87% | 0.94% | 717 | -1,033 | -2.03% | Q4 2025 | Feb 05, 2026 |
| Spire Wealth Management | History | Added to | 49,845 | 5,990 | 0.2% | 0.19% | 718 | +2,591 | 5.48% | Q4 2025 | Jan 14, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 49,715 | 5,974 | 0.68% | 0.69% | 719 | -1,023 | -2.02% | Q4 2025 | Jan 14, 2026 |
| Capitol Family Office, Inc. | History | Reduced | 49,503 | 5,949 | 7.02% | 8.42% | 720 | -8,924 | -15.27% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 49,414 | 5,938 | 0.07% | 0.06% | 721 | +2,433 | 5.18% | Q4 2025 | Feb 11, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 49,012 | 5,890 | 2.09% | 2.18% | 722 | -2,017 | -3.95% | Q4 2025 | Jan 09, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 48,840 | 5,869 | 0.85% | 0.89% | 723 | -2,003 | -3.94% | Q4 2025 | Jan 28, 2026 |
| Mandatum Life Insurance Co Ltd | History | No change | 48,720 | 5,855 | 1.34% | 1.38% | 724 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Aft, Forsyth & Sober, LLC | History | No change | 48,675 | 5,849 | 1.77% | 1.79% | 725 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Alliance Wealth Management Group | History | Reduced | 48,538 | 5,836 | 1.28% | 1.42% | 726 | -5,253 | -9.77% | Q4 2025 | Jan 21, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 47,947 | 5,762 | 0.04% | 0.05% | 727 | -13,528 | -22.01% | Q4 2025 | Jan 27, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 47,866 | 5,752 | 1.8% | 1.96% | 728 | -2,072 | -4.15% | Q4 2025 | Feb 11, 2026 |
| Orin Green Financial, LLC | History | Added to | 47,783 | 5,742 | 2.3% | 2.23% | 729 | +927 | 1.98% | Q4 2025 | Feb 06, 2026 |
| Columbus Macro, LLC | History | Added to | 47,707 | 5,733 | 0.63% | 0.58% | 730 | +4,889 | 11.42% | Q4 2025 | Jan 15, 2026 |
| First National Bank of Hutchinson | History | Reduced | 47,678 | 5,729 | 3.36% | 3.47% | 731 | -7,553 | -13.68% | Q4 2025 | Jan 29, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 47,617 | 5,722 | 0.08% | 0.09% | 732 | +506 | 1.07% | Q4 2025 | Feb 09, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | Added to | 47,510 | 5,709 | 1.68% | 1.72% | 733 | +285 | 0.6% | Q4 2025 | Feb 13, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 47,477 | 5,705 | 1.01% | 2.74% | 734 | -80,237 | -62.83% | Q4 2025 | Jan 23, 2026 |
| Hudson Capital Management LLC | History | Added to | 47,300 | 5,684 | 1.43% | 0.23% | 735 | +39,926 | 541.44% | Q4 2025 | Jan 21, 2026 |
| Corecam AG | History | New | 47,160 | 5,668 | 5.54% | — | 736 | +47,160 | New | Q4 2025 | Feb 18, 2026 |
| KPP Advisory Services LLC | History | Added to | 47,023 | 5,651 | 0.82% | 0.82% | 737 | +592 | 1.28% | Q4 2025 | Feb 02, 2026 |
| WESBANCO BANK INC | History | Added to | 47,012 | 5,649 | 0.16% | 0.12% | 738 | +11,198 | 31.27% | Q4 2025 | Feb 03, 2026 |
| Next Capital Management LLC | History | Added to | 46,975 | 5,645 | 1.81% | 1.75% | 739 | +2,837 | 6.43% | Q4 2025 | Feb 11, 2026 |
| Lee Financial Co | History | Reduced | 46,930 | 5,640 | 0.76% | 0.71% | 740 | -658 | -1.38% | Q4 2025 | Jan 22, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 46,686 | 5,610 | 1.18% | 1.18% | 741 | +8,545 | 22.4% | Q4 2025 | Feb 13, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 46,641 | 5,605 | 0.02% | 0.02% | 742 | -6,553 | -12.32% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 46,299 | 5,563 | 0.01% | 0.01% | 743 | +1,786 | 4.01% | Q4 2025 | Feb 17, 2026 |
| Dakota Wealth Management | History | Reduced | 46,218 | 5,554 | 0.1% | 0.11% | 744 | -1,372 | -2.88% | Q4 2025 | Jan 13, 2026 |
| Carnegie Investment Counsel | History | Reduced | 46,140 | 5,545 | 0.1% | 0.11% | 745 | -1,856 | -3.87% | Q4 2025 | Jan 23, 2026 |
| Fortitude Family Office, LLC | History | Added to | 45,833 | 5,508 | 1.28% | 1.33% | 746 | +4,209 | 10.11% | Q4 2025 | Jan 15, 2026 |
| Campion Asset Management | History | Added to | 45,788 | 5,502 | 3.82% | 3.37% | 747 | +5,885 | 14.75% | Q4 2025 | Feb 17, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 45,694 | 5,491 | 1.01% | 1.0% | 748 | -1,696 | -3.58% | Q4 2025 | Feb 05, 2026 |
| Coign Capital Advisors LLC | History | Reduced | 45,651 | 5,486 | 2.87% | 2.99% | 749 | -73 | -0.16% | Q4 2025 | Jan 20, 2026 |
| STAR Financial Bank | History | Added to | 45,583 | 5,478 | 2.8% | 2.11% | 750 | +15,495 | 51.5% | Q4 2025 | Feb 13, 2026 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | History | Reduced | 45,119 | 5,476 | 3.25% | 3.25% | 751 | -2,179 | -4.61% | Q4 2025 | Jan 06, 2026 |
| Vantage Financial Partners, LLC | History | Reduced | 45,401 | 5,456 | 1.11% | 1.15% | 752 | -442 | -0.96% | Q4 2025 | Feb 03, 2026 |
| Resolute Advisors LLC | History | Added to | 45,337 | 5,448 | 1.78% | 1.38% | 753 | +57 | 0.13% | Q4 2025 | Feb 11, 2026 |
| ERn Financial, LLC | History | Added to | 44,993 | 5,407 | 1.02% | 1.04% | 754 | +588 | 1.32% | Q4 2025 | Jan 15, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 44,994 | 5,407 | 0.86% | 0.89% | 755 | -166 | -0.37% | Q4 2025 | Feb 09, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 44,741 | 5,377 | 3.44% | 3.56% | 756 | +821 | 1.87% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 44,682 | 5,369 | 0.47% | 0.49% | 757 | -1,703 | -3.67% | Q4 2025 | Jan 26, 2026 |
| Aspetuck Financial Management LLC | History | Reduced | 44,326 | 5,327 | 3.58% | 3.64% | 758 | -452 | -1.01% | Q4 2025 | Feb 11, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 44,233 | 5,315 | 0.39% | 0.36% | 759 | +108 | 0.24% | Q4 2025 | Jan 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 56,597 | 5,312 | 0.13% | 0.17% | 760 | -16,283 | -22.34% | Q4 2025 | Feb 11, 2026 |
| Brookstone Capital Management | History | Added to | 44,182 | 5,309 | 0.06% | 0.06% | 761 | +90 | 0.2% | Q4 2025 | Jan 15, 2026 |
| Urban Financial Advisory Corp | History | Added to | 44,001 | 5,287 | 2.08% | 2.09% | 762 | +6,302 | 16.72% | Q4 2025 | Feb 04, 2026 |
| MIDDLETON & CO INC/MA | History | Added to | 43,910 | 5,277 | 0.56% | 0.56% | 763 | +185 | 0.42% | Q4 2025 | Jan 29, 2026 |
| HM PAYSON & CO | History | Added to | 43,731 | 5,255 | 0.07% | 0.06% | 764 | +9,000 | 25.91% | Q4 2025 | Feb 12, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 43,587 | 5,238 | 3.73% | — | 765 | +43,587 | New | Q4 2025 | Feb 13, 2026 |
| Cooke Wealth Management, LLC | History | New | 41,150 | 5,235 | 4.57% | — | 766 | +41,150 | New | Q4 2025 | Jan 21, 2026 |
| Capital Advantage, Inc. | History | Reduced | 43,525 | 5,230 | 0.71% | 0.79% | 767 | -573 | -1.3% | Q4 2025 | Jan 07, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 43,395 | 5,215 | 1.44% | 1.38% | 768 | +2,758 | 6.79% | Q4 2025 | Jan 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 43,338 | 5,208 | 0.24% | 0.24% | 769 | -652 | -1.48% | Q4 2025 | Feb 02, 2026 |
| SageView Advisory Group, LLC | History | Added to | 43,330 | 5,207 | 0.18% | 0.16% | 770 | +4,582 | 11.83% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 43,279 | 5,201 | 0.07% | 0.06% | 772 | +6,274 | 16.95% | Q4 2025 | Feb 10, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 43,279 | 5,201 | 0.16% | 0.15% | 771 | +856 | 2.02% | Q4 2025 | Feb 11, 2026 |
| EWA, LLC | History | Added to | 43,192 | 5,190 | 1.27% | 1.35% | 773 | +2,043 | 4.96% | Q4 2025 | Feb 03, 2026 |
| Leo Wealth, LLC | History | Added to | 43,099 | 5,179 | 0.38% | 0.65% | 774 | +777 | 1.84% | Q4 2025 | Jan 21, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 42,976 | 5,164 | 1.7% | 1.77% | 775 | +367 | 0.86% | Q4 2025 | Feb 17, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 42,955 | 5,162 | 0.32% | 0.44% | 776 | -8,152 | -15.95% | Q4 2025 | Feb 11, 2026 |
| MSH Capital Advisors LLC | History | Added to | 42,723 | 5,134 | 1.1% | 1.34% | 777 | +783 | 1.87% | Q4 2025 | Feb 09, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 42,687 | 5,130 | 0.4% | 0.54% | 778 | -13,989 | -24.68% | Q4 2025 | Feb 13, 2026 |
| Astoria Strategic Wealth, Inc. | History | Added to | 42,682 | 5,129 | 1.29% | 1.15% | 779 | +4,396 | 11.48% | Q4 2025 | Feb 05, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 42,621 | 5,122 | 0.65% | — | 780 | +42,621 | New | Q4 2025 | Jan 27, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 42,516 | 5,109 | 0.8% | 0.87% | 781 | -2,011 | -4.52% | Q4 2025 | Feb 11, 2026 |
| Crestmont Private Wealth LLC | History | Reduced | 42,499 | 5,107 | 1.66% | 1.68% | 782 | -274 | -0.64% | Q4 2025 | Feb 10, 2026 |
| Avior Wealth Management, LLC | History | Added to | 42,488 | 5,106 | 0.16% | 0.15% | 783 | +3,110 | 7.9% | Q4 2025 | Jan 06, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Added to | 42,465 | 5,103 | 0.15% | 0.05% | 784 | +27,023 | 175.0% | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | History | Added to | 42,137 | 5,063 | 0.3% | 0.24% | 785 | +3,864 | 10.1% | Q4 2025 | Feb 17, 2026 |
| Global Trust Wealth Management LLC | History | New | 41,716 | 5,013 | 3.71% | — | 786 | +41,716 | New | Q4 2025 | Jan 28, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 41,522 | 4,990 | 0.16% | 0.15% | 787 | +3,477 | 9.14% | Q4 2025 | Feb 13, 2026 |
| ANB BANK | History | Reduced | 41,527 | 4,990 | 1.98% | 2.01% | 788 | -264 | -0.63% | Q4 2025 | Feb 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 41,229 | 4,954 | 0.1% | 0.06% | 789 | +17,225 | 71.76% | Q4 2025 | Feb 06, 2026 |
| Mechanics Financial Corp | History | Added to | 41,222 | 4,954 | 1.83% | 1.85% | 790 | +231 | 0.56% | Q4 2025 | Jan 22, 2026 |
| Wedmont Private Capital | History | Added to | 39,980 | 4,946 | 0.17% | 0.17% | 791 | +1,217 | 3.14% | Q4 2025 | Jan 08, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 41,106 | 4,940 | 1.96% | — | 792 | +41,106 | New | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 41,058 | 4,933 | 0.05% | 0.05% | 793 | -2,294 | -5.29% | Q4 2025 | Jan 23, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 41,006 | 4,928 | 1.92% | 2.09% | 794 | -2,544 | -5.84% | Q4 2025 | Jan 28, 2026 |
| Betterment LLC | History | Added to | 40,797 | 4,903 | 0.01% | 0.01% | 795 | +834 | 2.09% | Q4 2025 | Feb 12, 2026 |
| Colonial Trust Advisors | History | Added to | 40,663 | 4,886 | 0.37% | 0.36% | 796 | +893 | 2.25% | Q4 2025 | Feb 12, 2026 |
| Centennial Bank/AR/ | History | Reduced | 40,651 | 4,885 | 1.94% | 1.95% | 797 | -1,025 | -2.46% | Q4 2025 | Feb 17, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 40,569 | 4,875 | 0.05% | 0.05% | 798 | -1,491 | -3.54% | Q4 2025 | Jan 13, 2026 |
| Bauman Advisory Group, LLC | History | New | 40,330 | 4,846 | 3.91% | — | 799 | +40,330 | New | Q4 2025 | Feb 20, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 40,320 | 4,845 | 0.37% | 0.27% | 800 | +8,404 | 26.33% | Q4 2025 | Jan 23, 2026 |