iSHARES TRUST - ITOT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 14 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.
Details.
Showing first 800 of
1,684 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 70,712,218 | 10,514,199 | 0.18% | 0.18% | 1 | +1,047,193 | 1.5% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 63,910,447 | 9,502,844 | 1.73% | 1.75% | 2 | +717,619 | 1.14% | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 11,612,076 | 1,726,599 | 3.86% | 3.61% | 3 | +1,056,024 | 10.0% | Q4 2025 | Jan 30, 2026 |
| MORGAN STANLEY | History | Added to | 10,899,766 | 1,620,686 | 0.1% | 0.09% | 4 | +195,306 | 1.82% | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Reduced | 10,680,855 | 1,588,136 | 3.03% | 3.15% | 5 | -258,550 | -2.36% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 9,974,295 | 1,483,077 | 0.47% | 0.45% | 6 | +90,165 | 0.91% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 6,417,278 | 954,185 | 0.07% | 0.06% | 7 | +160,619 | 2.57% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 6,324,224 | 940,348 | 0.26% | 0.26% | 8 | +305,209 | 5.07% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 6,150,404 | 914,502 | 1.04% | 1.18% | 9 | +1,139,669 | 22.74% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 5,043,151 | 749,866 | 9.2% | 8.06% | 10 | +220,255 | 4.57% | Q4 2025 | Feb 11, 2026 |
| Align Financial, LLC | History | New | 725,607 | 725,607 | 0.42% | — | 11 | +725,607 | New | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,903,984 | 580,483 | 6.56% | 6.47% | 12 | -54,944 | -1.39% | Q4 2025 | Jan 16, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 3,638,230 | 541,320 | 16.13% | 16.18% | 13 | +34,090 | 0.95% | Q4 2025 | Jan 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,622,258 | 538,593 | 0.16% | 0.17% | 14 | -534,516 | -12.86% | Q4 2025 | Feb 10, 2026 |
| Auto-Owners Insurance Co | History | Added to | 3,595,344 | 534,591 | 11.22% | 11.42% | 15 | +557,570 | 18.35% | Q4 2025 | Mar 09, 2026 |
| Ballentine Partners, LLC | History | Reduced | 3,233,771 | 480,829 | 6.75% | 6.97% | 16 | -213,386 | -6.19% | Q4 2025 | Feb 03, 2026 |
| AlTi Global, Inc. | History | Added to | 2,752,284 | 409,236 | 8.77% | 9.4% | 17 | +546 | 0.02% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,353,884 | 349,999 | 6.4% | 6.32% | 18 | -15,027 | -0.63% | Q4 2025 | Feb 11, 2026 |
| Norinchukin Bank, The | History | No change | 2,246,560 | 334,041 | 3.89% | 4.39% | 19 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 2,084,729 | 309,978 | 0.22% | 0.23% | 20 | -18,401 | -0.87% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,071,043 | 307,977 | 0.07% | 0.07% | 21 | +68,741 | 3.43% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,064,355 | 306,949 | 0.1% | 0.12% | 22 | -417,685 | -16.83% | Q4 2025 | Feb 18, 2026 |
| Allworth Financial LP | History | New | 1,986,400 | 295,357 | 1.21% | — | 23 | +1,986,400 | New | Q4 2025 | Feb 05, 2026 |
| Cerity Partners LLC | History | Reduced | 1,962,466 | 291,798 | 0.43% | 0.48% | 24 | -54,180 | -2.69% | Q4 2025 | Feb 11, 2026 |
| Lido Advisors, LLC | History | Reduced | 1,787,650 | 264,664 | 0.79% | 0.84% | 25 | -45,418 | -2.48% | Q4 2025 | Feb 10, 2026 |
| SENTINEL TRUST CO LBA | History | Added to | 1,774,404 | 263,836 | 25.98% | 26.32% | 26 | +890 | 0.05% | Q4 2025 | Jan 29, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 1,606,690 | 238,898 | 26.48% | 31.01% | 27 | -40,503 | -2.46% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,560,025 | 231,981 | 0.34% | 0.33% | 28 | -122,518 | -7.28% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,552,632 | 230,860 | 0.01% | 0.01% | 29 | +39,688 | 2.62% | Q4 2025 | Feb 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 1,547,706 | 230,128 | 2.8% | 2.85% | 30 | -12,977 | -0.83% | Q4 2025 | Jan 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,506,277 | 223,968 | 0.43% | 0.08% | 31 | +1,224,412 | 434.4% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,496,581 | 222,526 | 0.2% | 0.2% | 32 | -18,595 | -1.23% | Q4 2025 | Feb 13, 2026 |
| Evensky & Katz LLC | History | Added to | 1,488,295 | 221,295 | 12.49% | 12.17% | 33 | +47,451 | 3.29% | Q4 2025 | Feb 05, 2026 |
| CISCO SYSTEMS, INC. | History | Reduced | 1,422,500 | 211,511 | 64.28% | 54.0% | 34 | -75,000 | -5.01% | Q4 2025 | Jan 12, 2026 |
| TD Capital Management LLC | History | Reduced | 1,356,067 | 201,633 | 17.89% | 17.92% | 35 | -10,410 | -0.76% | Q4 2025 | Feb 26, 2026 |
| ALLSTATE CORP | History | Added to | 1,249,883 | 185,845 | 2.54% | 3.31% | 36 | +255,141 | 25.65% | Q4 2025 | Feb 09, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 1,234,447 | 183,549 | 26.62% | 26.97% | 37 | +548 | 0.04% | Q4 2025 | Jan 27, 2026 |
| LJI Wealth Management, LLC | History | Added to | 1,208,721 | 179,724 | 27.39% | 29.06% | 38 | +65,998 | 5.78% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,201,914 | 178,712 | 0.24% | 0.25% | 39 | -102,049 | -7.83% | Q4 2025 | Feb 12, 2026 |
| Disciplina Capital Management LLC | History | Added to | 1,155,124 | 171,755 | 19.66% | 19.75% | 40 | +40,823 | 3.66% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Added to | 1,139,382 | 169,484 | 0.2% | 0.21% | 41 | +19,394 | 1.73% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,127,700 | 167,676 | 0.03% | — | 42 | +1,127,700 | New | Q4 2025 | Feb 17, 2026 |
| Zhang Financial LLC | History | Added to | 1,051,877 | 156,403 | 5.83% | 5.74% | 43 | +81,977 | 8.45% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 1,037,291 | 154,234 | 0.03% | 0.02% | 44 | -23,115 | -2.18% | Q4 2025 | Jan 29, 2026 |
| Stratos Investment Management, LLC | History | Added to | 1,024,654 | 152,355 | 6.11% | 5.99% | 45 | +28,377 | 2.85% | Q4 2025 | Jan 20, 2026 |
| HB Wealth Management, LLC | History | Added to | 1,020,678 | 151,764 | 0.98% | 1.01% | 46 | +336 | 0.03% | Q4 2025 | Jan 28, 2026 |
| Tanager Wealth Management LLP | History | Added to | 997,939 | 148,383 | 14.81% | 14.23% | 47 | +67,522 | 7.26% | Q4 2025 | Jan 26, 2026 |
| Claar Advisors LLC | History | Added to | 994,596 | 147,886 | 43.22% | 42.77% | 48 | +2,595 | 0.26% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 990,308 | 147,248 | 0.01% | 0.01% | 49 | +39,371 | 4.14% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 930,170 | 138,307 | 0.15% | 0.16% | 50 | -29,615 | -3.09% | Q4 2025 | Feb 06, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 918,312 | 136,543 | 11.57% | 11.47% | 51 | +17,865 | 1.98% | Q4 2025 | Jan 21, 2026 |
| Wick Capital Partners, LLC | History | Added to | 877,885 | 130,532 | 23.4% | 29.47% | 52 | +29,013 | 3.42% | Q4 2025 | Mar 02, 2026 |
| Rock Creek Group, LP | History | Added to | 874,062 | 127,531 | 14.3% | 13.11% | 53 | +18,687 | 2.18% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 826,324 | 122,866 | 0.19% | 0.18% | 54 | +72,482 | 9.62% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Reduced | 800,996 | 119,100 | 0.13% | 0.14% | 55 | -27,811 | -3.36% | Q4 2025 | Feb 17, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 776,394 | 115,442 | 7.01% | 9.99% | 56 | -289,397 | -27.15% | Q4 2025 | Jan 29, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 739,501 | 109,958 | 2.26% | 2.67% | 57 | -283,367 | -27.7% | Q4 2025 | Feb 05, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 738,358 | 109,786 | 6.42% | 6.32% | 58 | +12,741 | 1.76% | Q4 2025 | Jan 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 737,129 | 109,603 | 0.07% | 0.06% | 59 | +97,760 | 15.29% | Q4 2025 | Feb 17, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 689,578 | 102,533 | 12.71% | 13.21% | 60 | -18,263 | -2.58% | Q4 2025 | Jan 14, 2026 |
| Independent Order of Foresters | History | No change | 672,744 | 100,030 | 58.25% | 58.27% | 61 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | Added to | 671,295 | 99,814 | 2.06% | 1.94% | 62 | +4,098 | 0.61% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 665,622 | 98,971 | 0.26% | 0.25% | 63 | +30,734 | 4.84% | Q4 2025 | Feb 05, 2026 |
| Facet Wealth, Inc. | History | Reduced | 632,590 | 96,216 | 1.7% | 2.13% | 64 | -73,556 | -10.42% | Q4 2025 | Jan 29, 2026 |
| Goldstein Advisors, LLC | History | Added to | 636,664 | 94,665 | 10.79% | 11.16% | 65 | +6,264 | 0.99% | Q4 2025 | Feb 10, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 633,541 | 94,372 | 9.82% | 10.09% | 66 | -439 | -0.07% | Q4 2025 | Feb 12, 2026 |
| Constellation Investments, Inc. | History | Added to | 608,000 | 90,403 | 2.79% | 1.84% | 67 | +337,500 | 124.77% | Q4 2025 | Jan 21, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 576,445 | 85,711 | 0.63% | 0.67% | 68 | -15,530 | -2.62% | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 540,800 | 80,411 | 0.22% | 0.2% | 69 | +28,547 | 5.57% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 535,621 | 79,642 | 0.22% | 0.23% | 70 | +9,597 | 1.82% | Q4 2025 | Jan 26, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 511,375 | 76,036 | 0.19% | 0.19% | 71 | +15,928 | 3.21% | Q4 2025 | Feb 13, 2026 |
| Allen Investment Management, LLC | History | Reduced | 489,107 | 72,725 | 0.81% | 0.85% | 72 | -36,499 | -6.94% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 479,905 | 71,357 | 0.1% | 0.09% | 73 | -1,262 | -0.26% | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 459,541 | 69,523 | 0.09% | 0.1% | 74 | +1,061 | 0.23% | Q4 2025 | Jan 08, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 466,334 | 69,339 | 2.58% | 3.05% | 75 | -60,315 | -11.45% | Q4 2025 | Feb 13, 2026 |
| jvl associates llc | History | Added to | 460,261 | 68,436 | 22.27% | 21.95% | 76 | +4,895 | 1.07% | Q4 2025 | Jan 09, 2026 |
| Cresset Asset Management, LLC | History | Added to | 450,689 | 67,012 | 0.28% | 0.26% | 77 | +34,565 | 8.31% | Q4 2025 | Feb 17, 2026 |
| O'Brien Wealth Partners LLC | History | Reduced | 447,667 | 66,563 | 8.8% | 8.9% | 78 | -3,725 | -0.83% | Q4 2025 | Jan 22, 2026 |
| Friday Financial | History | Added to | 444,684 | 66,120 | 23.31% | 22.76% | 79 | +71,509 | 19.16% | Q4 2025 | Jan 09, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 443,849 | 65,995 | 2.88% | 3.07% | 80 | -21,836 | -4.69% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 436,808 | 64,948 | 0.04% | 0.04% | 81 | -7,901 | -1.78% | Q4 2025 | Feb 10, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 434,352 | 64,583 | 13.11% | 13.32% | 82 | +224 | 0.05% | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 425,439 | 63,258 | 0.11% | 0.06% | 83 | +226,288 | 113.63% | Q4 2025 | Mar 16, 2026 |
| Elm Partners Management LLC | History | Reduced | 404,268 | 60,110 | 2.73% | 2.99% | 84 | -6,113 | -1.49% | Q4 2025 | Feb 10, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 404,077 | 60,082 | 10.58% | 9.83% | 85 | +32,423 | 8.72% | Q4 2025 | Jan 15, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 402,991 | 59,920 | 0.37% | 0.39% | 86 | -25,457 | -5.94% | Q4 2025 | Feb 17, 2026 |
| Aviso Financial Inc. | History | Added to | 399,543 | 59,404 | 2.26% | 2.14% | 87 | +37,973 | 10.5% | Q4 2025 | Feb 13, 2026 |
| Steffes Financial, Ltd. | History | New | 395,904 | 58,866 | 30.74% | — | 88 | +395,904 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 379,394 | 56,417 | 0.08% | 0.08% | 89 | +29,677 | 8.49% | Q4 2025 | Mar 09, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 377,803 | 56,175 | 8.48% | 8.67% | 90 | +739 | 0.2% | Q4 2025 | Jan 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 362,878 | 53,956 | 1.32% | 1.32% | 91 | +5,808 | 1.63% | Q4 2025 | Jan 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 360,661 | 53,626 | 0.22% | 0.24% | 92 | +6,334 | 1.79% | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 359,434 | 53,446 | 0.28% | 0.28% | 93 | +54,692 | 17.95% | Q4 2025 | Feb 17, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 355,268 | 52,824 | 7.3% | 7.32% | 94 | +5,126 | 1.46% | Q4 2025 | Jan 15, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 345,754 | 51,410 | 26.91% | 27.73% | 95 | -28,120 | -7.52% | Q4 2025 | Jan 23, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 344,504 | 51,224 | 0.97% | 1.02% | 96 | -7,526 | -2.14% | Q4 2025 | Feb 10, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 343,832 | 51,124 | 8.04% | 7.85% | 97 | +16,710 | 5.11% | Q4 2025 | Jan 14, 2026 |
| GM Advisory Group, LLC | History | Added to | 340,182 | 50,581 | 1.98% | 1.77% | 98 | +55,079 | 19.32% | Q4 2025 | Feb 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 339,109 | 50,422 | 1.01% | 1.01% | 99 | -10,302 | -2.95% | Q4 2025 | Feb 05, 2026 |
| BLB&B Advisors, LLC | History | Added to | 333,658 | 49,611 | 2.07% | 2.03% | 100 | +11,390 | 3.53% | Q4 2025 | Jan 26, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 332,634 | 49,459 | 10.89% | 10.95% | 101 | +2,339 | 0.71% | Q4 2025 | Feb 11, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 326,490 | 48,545 | 8.83% | 0.77% | 102 | -4,590 | -1.39% | Q4 2025 | Mar 04, 2026 |
| Truepoint, Inc. | History | Reduced | 324,800 | 48,294 | 1.09% | 1.11% | 103 | -2,407 | -0.74% | Q4 2025 | Feb 11, 2026 |
| Adventist Health System/ West | History | Reduced | 321,151 | 47,751 | 8.03% | 10.92% | 104 | -139,214 | -30.24% | Q4 2025 | Feb 18, 2026 |
| Procyon Advisors, LLC | History | Reduced | 318,270 | 47,323 | 2.34% | 2.76% | 105 | -1,675 | -0.52% | Q4 2025 | Jan 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 317,760 | 47,247 | 0.02% | 0.02% | 106 | +110,396 | 53.24% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Reduced | 316,381 | 47,043 | 1.43% | 1.45% | 107 | -24,968 | -7.31% | Q4 2025 | Feb 11, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 307,968 | 46,829 | 3.15% | 3.07% | 108 | +38,473 | 14.28% | Q4 2025 | Feb 13, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 311,761 | 46,356 | 17.74% | 17.7% | 109 | +10,397 | 3.45% | Q4 2025 | Jan 30, 2026 |
| Quantinno Capital Management LP | History | Added to | 288,941 | 42,962 | 0.09% | 0.1% | 110 | +44,755 | 18.33% | Q4 2025 | Feb 17, 2026 |
| Ironsides Asset Advisors, LLC | History | Reduced | 288,475 | 42,893 | 10.87% | 10.89% | 111 | -1,485 | -0.51% | Q4 2025 | Feb 12, 2026 |
| JGP Wealth Management, LLC | History | Added to | 285,582 | 42,463 | 4.43% | 4.41% | 112 | +13,904 | 5.12% | Q4 2025 | Jan 12, 2026 |
| Financial Designs Corp | History | Added to | 283,163 | 42,103 | 23.85% | 23.85% | 113 | +6,593 | 2.38% | Q4 2025 | Jan 23, 2026 |
| Tolleson Wealth Management, Inc. | History | Reduced | 270,767 | 40,260 | 5.81% | 6.17% | 114 | -2,958 | -1.08% | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | Reduced | 268,207 | 39,879 | 0.84% | 0.97% | 115 | -9,185 | -3.31% | Q4 2025 | Jan 28, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 264,461 | 39,322 | 14.17% | 14.95% | 116 | -9,455 | -3.45% | Q4 2025 | Jan 14, 2026 |
| Reliant Wealth Planning | History | Reduced | 262,486 | 39,029 | 12.2% | 12.54% | 117 | -3,104 | -1.17% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 259,694 | 38,613 | 0.18% | 0.23% | 118 | -67,390 | -20.6% | Q4 2025 | Feb 17, 2026 |
| Heritage Wealth Advisors | History | No change | 257,964 | 38,356 | 1.46% | 1.64% | 119 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 254,706 | 37,872 | 17.74% | 16.72% | 120 | +10,591 | 4.34% | Q4 2025 | Jan 26, 2026 |
| Savant Capital, LLC | History | Reduced | 243,680 | 36,232 | 0.21% | 0.23% | 121 | -13,612 | -5.29% | Q4 2025 | Feb 10, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 235,275 | 34,983 | 0.43% | 0.47% | 122 | -12,228 | -4.94% | Q4 2025 | Jan 26, 2026 |
| Advisory Services Network, LLC | History | Added to | 233,034 | 34,649 | 0.49% | 0.44% | 123 | +26,255 | 12.7% | Q4 2025 | Feb 17, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 229,579 | 34,129 | 2.59% | 2.46% | 124 | +134 | 0.06% | Q4 2025 | Feb 13, 2026 |
| Aspirean Wealth, LLC | History | New | 229,229 | 34,084 | 37.23% | — | 125 | +229,229 | New | Q4 2025 | Feb 17, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 226,792 | 33,721 | 3.38% | 3.41% | 126 | -2,410 | -1.05% | Q4 2025 | Feb 13, 2026 |
| Composition Wealth, LLC | History | Added to | 224,662 | 33,404 | 0.48% | 0.45% | 127 | +18,344 | 8.89% | Q4 2025 | Feb 02, 2026 |
| Equitable Holdings, Inc. | History | Added to | 222,668 | 33,108 | 0.23% | 0.24% | 128 | +547 | 0.25% | Q4 2025 | Feb 17, 2026 |
| Coquina Private Wealth LLC | History | New | 219,020 | 32,566 | 26.1% | — | 129 | +219,020 | New | Q4 2025 | Jan 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 217,871 | 32,395 | 0.0% | 0.01% | 130 | -259,161 | -54.33% | Q4 2025 | Mar 25, 2026 |
| Planned Solutions, Inc. | History | Added to | 216,375 | 32,172 | 10.32% | 8.96% | 131 | +37,468 | 20.94% | Q4 2025 | Jan 28, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 215,380 | 32,024 | 9.69% | 9.51% | 132 | +14,829 | 7.39% | Q4 2025 | Jan 22, 2026 |
| Sendero Wealth Management, LLC | History | Added to | 214,201 | 31,849 | 3.53% | 3.64% | 133 | +981 | 0.46% | Q4 2025 | Jan 13, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 214,193 | 31,848 | 1.7% | 1.69% | 134 | +543 | 0.25% | Q4 2025 | Feb 17, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 210,305 | 31,270 | 11.0% | 12.47% | 135 | +7,610 | 3.75% | Q4 2025 | Feb 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 208,880 | 31,058 | 0.6% | 0.5% | 136 | +36,198 | 20.96% | Q4 2025 | Feb 12, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Added to | 208,515 | 31,004 | 2.47% | 2.73% | 137 | +1,909 | 0.92% | Q4 2025 | Jan 30, 2026 |
| Trevian Wealth Management LLC | History | Added to | 208,467 | 30,996 | 14.71% | 14.89% | 138 | +17,954 | 9.42% | Q4 2025 | Feb 05, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 204,779 | 30,448 | 2.27% | 2.0% | 139 | +27,645 | 15.61% | Q4 2025 | Jan 16, 2026 |
| CIGNA INVESTMENTS INC /NEW | History | Reduced | 202,412 | 30,097 | 4.34% | 4.43% | 140 | -13,330 | -6.18% | Q4 2025 | Jan 20, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 202,157 | 30,058 | 8.7% | 8.58% | 141 | -4,040 | -1.96% | Q4 2025 | Jan 12, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 195,697 | 29,624 | 8.74% | 8.9% | 142 | +10,223 | 5.51% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 196,426 | 29,206 | 0.11% | 0.13% | 143 | +5,096 | 2.66% | Q4 2025 | Feb 18, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 196,219 | 29,175 | 0.35% | 0.26% | 144 | -4,851 | -2.41% | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 192,045 | 28,555 | 0.04% | — | 145 | +192,045 | New | Q4 2025 | Feb 17, 2026 |
| MontVue Capital Management, Inc. | History | Reduced | 189,895 | 28,235 | 18.78% | 18.58% | 146 | -379 | -0.2% | Q4 2025 | Jan 27, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 188,601 | 28,043 | 1.46% | 1.61% | 147 | -13,638 | -6.74% | Q4 2025 | Mar 04, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 186,957 | 27,798 | 0.2% | 0.21% | 148 | -11,823 | -5.95% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 186,133 | 27,676 | 0.0% | 0.0% | 149 | -8,478 | -4.36% | Q4 2025 | Feb 17, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Added to | 185,770 | 27,622 | 20.61% | 19.82% | 150 | +18,478 | 11.05% | Q4 2025 | Feb 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 185,703 | 27,612 | 0.17% | 0.18% | 151 | +10,879 | 6.22% | Q4 2025 | Feb 17, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 185,397 | 27,566 | 8.37% | 8.44% | 152 | +863 | 0.47% | Q4 2025 | Jan 13, 2026 |
| DURANTE & WATERS, LLC | History | Added to | 183,905 | 27,344 | 19.07% | 19.26% | 153 | +4,095 | 2.28% | Q4 2025 | Jan 30, 2026 |
| Vident Advisory, LLC | History | Reduced | 182,142 | 27,082 | 0.25% | 0.26% | 154 | -4,916 | -2.63% | Q4 2025 | Feb 18, 2026 |
| Bank of New York Mellon Corp | History | Added to | 182,014 | 27,063 | 0.0% | 0.0% | 155 | +2,295 | 1.28% | Q4 2025 | Feb 10, 2026 |
| Financial Partners Group, Inc | History | Reduced | 179,086 | 27,038 | 3.13% | 3.27% | 156 | -1,040 | -0.58% | Q4 2025 | Feb 03, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 181,298 | 26,957 | 3.17% | 3.29% | 157 | -5,722 | -3.06% | Q4 2025 | Feb 03, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 177,984 | 26,464 | 3.66% | 3.78% | 158 | -10,174 | -5.41% | Q4 2025 | Feb 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 177,685 | 26,419 | 0.04% | 0.04% | 159 | +25,790 | 16.98% | Q4 2025 | Feb 13, 2026 |
| Life Planning Partners, Inc | History | Reduced | 176,621 | 26,261 | 20.12% | 19.7% | 160 | -8,615 | -4.65% | Q4 2025 | Jan 16, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 173,190 | 25,751 | 4.37% | 4.54% | 161 | +2,792 | 1.64% | Q4 2025 | Jan 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 168,939 | 25,119 | 0.18% | 0.19% | 162 | +16,982 | 11.18% | Q4 2025 | Feb 18, 2026 |
| Stokes Family Office, LLC | History | Reduced | 165,303 | 24,578 | 2.25% | 2.35% | 163 | -4,713 | -2.77% | Q4 2025 | Feb 18, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 163,790 | 24,353 | 2.81% | 2.88% | 164 | +8,098 | 5.2% | Q4 2025 | Feb 17, 2026 |
| Astoria Strategic Wealth, Inc. | History | Reduced | 163,370 | 24,291 | 6.11% | 6.88% | 165 | -23,425 | -12.54% | Q4 2025 | Feb 05, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 162,227 | 24,121 | 4.6% | 4.55% | 166 | +2,888 | 1.81% | Q4 2025 | Jan 26, 2026 |
| Prism Planning Partners LLC | History | New | 162,034 | 24,092 | 27.03% | — | 167 | +162,034 | New | Q4 2025 | Feb 11, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Reduced | 160,091 | 23,803 | 10.4% | 10.36% | 168 | -1,967 | -1.21% | Q4 2025 | Jan 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 159,870 | 23,771 | 0.37% | 0.38% | 169 | +3,285 | 2.1% | Q4 2025 | Feb 12, 2026 |
| NWAM LLC | History | Reduced | 156,046 | 23,657 | 1.32% | 1.24% | 170 | -29 | -0.02% | Q4 2025 | Feb 04, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Added to | 158,016 | 23,495 | 1.81% | 1.88% | 171 | +1,669 | 1.07% | Q4 2025 | Jan 16, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 156,612 | 23,286 | 0.86% | 0.57% | 172 | -5,566 | -3.43% | Q4 2025 | Jan 27, 2026 |
| Summit Financial, LLC | History | Added to | 155,407 | 23,107 | 0.34% | 0.34% | 173 | +2,945 | 1.93% | Q4 2025 | Feb 13, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 152,128 | 22,619 | 9.0% | 9.23% | 174 | -356 | -0.23% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 151,327 | 22,500 | 0.51% | 0.69% | 175 | -31,173 | -17.08% | Q4 2025 | Feb 06, 2026 |
| TruNorth Capital Management, LLC | History | Reduced | 149,081 | 22,166 | 4.21% | 4.39% | 176 | -3,354 | -2.2% | Q4 2025 | Feb 11, 2026 |
| Friedenthal Financial | History | Reduced | 148,643 | 22,101 | 11.37% | 11.88% | 177 | -9,345 | -5.92% | Q4 2025 | Jan 27, 2026 |
| Cosner Financial Group, LLC | History | Added to | 147,548 | 21,938 | 11.19% | 11.5% | 178 | +663 | 0.45% | Q4 2025 | Jan 30, 2026 |
| KM Capital Management Ltd. | History | Reduced | 147,271 | 21,897 | 11.19% | 12.58% | 179 | -39,567 | -21.18% | Q4 2025 | Feb 17, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 146,253 | 21,746 | 0.36% | 0.37% | 180 | -3,065 | -2.05% | Q4 2025 | Feb 03, 2026 |
| Vise Technologies, Inc. | History | Added to | 145,507 | 21,635 | 0.42% | 0.37% | 181 | +76,751 | 111.63% | Q4 2025 | Feb 11, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 145,202 | 21,590 | 1.39% | 1.41% | 182 | +1,461 | 1.02% | Q4 2025 | Feb 03, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 143,772 | 21,377 | 0.0% | 0.0% | 183 | -34,240 | -19.23% | Q4 2025 | Feb 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 142,008 | 21,115 | 0.39% | 0.4% | 184 | +3,125 | 2.25% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 141,578 | 21,051 | 0.08% | 0.08% | 185 | +3,672 | 2.66% | Q4 2025 | Jan 29, 2026 |
| Gleason Group, Inc. | History | Reduced | 139,070 | 20,678 | 2.03% | 2.04% | 186 | -258 | -0.19% | Q4 2025 | Jan 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 138,809 | 20,637 | 0.02% | 0.01% | 187 | +71,333 | 105.72% | Q4 2025 | Feb 17, 2026 |
| Plancorp, LLC | History | Added to | 137,315 | 20,417 | 0.62% | 0.58% | 188 | +11,372 | 9.03% | Q4 2025 | Feb 05, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 136,716 | 20,328 | 0.96% | 1.05% | 189 | +3,000 | 2.24% | Q4 2025 | Jan 12, 2026 |
| Hickory Point Bank & Trust | History | Reduced | 135,550 | 20,154 | 14.62% | 14.92% | 190 | -1,500 | -1.09% | Q4 2025 | Jan 12, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 132,814 | 19,748 | 1.12% | 1.16% | 191 | -800 | -0.6% | Q4 2025 | Feb 10, 2026 |
| Finhabits Advisors LLC | History | New | 132,321 | 19,674 | 18.46% | — | 192 | +132,321 | New | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 130,624 | 19,423 | 0.04% | 0.04% | 193 | +21,609 | 19.82% | Q4 2025 | Feb 11, 2026 |
| Gotham Asset Management, LLC | History | No change | 128,689 | 19,134 | 0.07% | 0.08% | 194 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 128,450 | 19,099 | 0.5% | 0.62% | 195 | -12,058 | -8.58% | Q4 2025 | Feb 02, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 126,688 | 18,837 | 2.62% | 2.72% | 196 | -4,595 | -3.5% | Q4 2025 | Jan 29, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 125,778 | 18,701 | 2.13% | 2.1% | 197 | -155 | -0.12% | Q4 2025 | Jan 14, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 125,041 | 18,592 | 9.68% | 9.45% | 198 | +6,555 | 5.53% | Q4 2025 | Jan 14, 2026 |
| Cynosure Group, LLC | History | Reduced | 124,597 | 18,526 | 1.88% | 2.16% | 199 | -11,772 | -8.63% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 123,190 | 18,317 | 1.11% | 1.16% | 200 | -1,115 | -0.9% | Q4 2025 | Feb 18, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 122,276 | 18,181 | 5.22% | 5.46% | 201 | -2,349 | -1.88% | Q4 2025 | Jan 27, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 122,226 | 18,173 | 1.33% | 1.36% | 202 | -3,450 | -2.75% | Q4 2025 | Feb 12, 2026 |
| Heritage Financial Services, LLC | History | Reduced | 122,164 | 18,164 | 1.52% | 1.72% | 203 | -9,210 | -7.01% | Q4 2025 | Feb 02, 2026 |
| Brookstone Capital Management | History | Reduced | 121,828 | 18,114 | 0.21% | 0.22% | 204 | -2,321 | -1.87% | Q4 2025 | Jan 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 120,608 | 18,014 | 0.03% | 0.04% | 205 | -2,852 | -2.31% | Q4 2025 | Feb 05, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 119,211 | 17,725 | 1.56% | 1.66% | 206 | -9,042 | -7.05% | Q4 2025 | Feb 06, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 117,740 | 17,506 | 1.04% | 1.07% | 207 | -1,469 | -1.23% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 117,690 | 17,499 | 0.17% | 0.18% | 208 | -1,455 | -1.22% | Q4 2025 | Feb 13, 2026 |
| BEACON FINANCIAL GROUP | History | New | 117,081 | 17,408 | 1.73% | — | 209 | +117,081 | New | Q4 2025 | Apr 01, 2026 |
| Oakwell Private Wealth Management, LLC | History | Reduced | 115,288 | 17,142 | 3.2% | 3.38% | 210 | -146 | -0.13% | Q4 2025 | Jan 30, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 113,989 | 16,949 | 4.44% | 4.86% | 211 | +2,260 | 2.02% | Q4 2025 | Jan 27, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 112,499 | 16,727 | 4.27% | 4.37% | 212 | -2,743 | -2.38% | Q4 2025 | Jan 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 112,126 | 16,672 | 0.18% | 0.12% | 213 | +56,750 | 102.48% | Q4 2025 | Jan 23, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 109,403 | 16,267 | 1.8% | 1.78% | 214 | -1,700 | -1.53% | Q4 2025 | Mar 03, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 109,232 | 16,241 | 4.71% | 4.47% | 215 | +6,505 | 6.33% | Q4 2025 | Jan 20, 2026 |
| SJBENEN ADVISORY, LLC | History | New | 109,033 | 16,212 | 15.12% | — | 216 | +109,033 | New | Q4 2025 | Jan 14, 2026 |
| GREENLEAF TRUST | History | Reduced | 108,341 | 16,109 | 0.15% | 0.14% | 217 | -1,119 | -1.02% | Q4 2025 | Jan 21, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 107,656 | 16,007 | 0.04% | 0.06% | 218 | -30,007 | -21.8% | Q4 2025 | Feb 12, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 106,401 | 15,820 | 1.01% | 1.06% | 219 | -1,163 | -1.08% | Q4 2025 | Jan 20, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 105,103 | 15,627 | 10.68% | 10.92% | 220 | +1,964 | 1.9% | Q4 2025 | Jan 27, 2026 |
| WBH ADVISORY INC | History | Reduced | 104,952 | 15,605 | 1.16% | 1.18% | 221 | -1,505 | -1.41% | Q4 2025 | Jan 26, 2026 |
| Waverly Advisors, LLC | History | Added to | 104,126 | 15,482 | 0.13% | 0.15% | 222 | +2,959 | 2.92% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 103,949 | 15,456 | 0.12% | 0.11% | 223 | +21,162 | 25.56% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 103,484 | 15,387 | 0.08% | 0.03% | 224 | +63,358 | 157.9% | Q4 2025 | Feb 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 103,350 | 15,367 | 0.22% | 0.23% | 225 | +1,327 | 1.3% | Q4 2025 | Feb 09, 2026 |
| Callan Family Office, LLC | History | Reduced | 103,148 | 15,337 | 0.33% | 0.49% | 226 | -1,679 | -1.6% | Q4 2025 | Feb 12, 2026 |
| Smithfield Trust Co | History | Added to | 102,135 | 15,187 | 0.67% | 0.63% | 227 | +5,745 | 5.96% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | Added to | 100,634 | 14,963 | 0.09% | 0.09% | 228 | +1,541 | 1.56% | Q4 2025 | Feb 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 99,887 | 14,852 | 0.27% | 0.28% | 229 | +701 | 0.71% | Q4 2025 | Jan 07, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 97,571 | 14,750 | 7.55% | 7.67% | 230 | +3,670 | 3.91% | Q4 2025 | Jan 29, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 98,089 | 14,584 | 2.79% | 2.79% | 231 | +1,271 | 1.31% | Q4 2025 | Jan 21, 2026 |
| Family Manage LLC | History | Added to | 98,014 | 14,573 | 1.84% | 1.94% | 232 | +1,086 | 1.12% | Q4 2025 | Feb 17, 2026 |
| Glenview Trust Co | History | Reduced | 97,856 | 14,550 | 0.22% | 0.23% | 233 | -1,992 | -2.0% | Q4 2025 | Feb 09, 2026 |
| Evansbrook LLC | History | New | 97,800 | 14,541 | 9.73% | — | 234 | +97,800 | New | Q4 2025 | Feb 19, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 97,415 | 14,484 | 2.09% | 2.07% | 235 | +361 | 0.37% | Q4 2025 | Feb 06, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | Added to | 97,395 | 14,481 | 3.52% | 3.26% | 236 | +2,995 | 3.17% | Q4 2025 | Jan 21, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 96,032 | 14,278 | 0.28% | 0.35% | 237 | -5,295 | -5.23% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 95,313 | 14,172 | 0.11% | 0.14% | 238 | -87,877 | -47.97% | Q4 2025 | Feb 13, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Added to | 94,222 | 14,009 | 7.44% | 6.86% | 239 | +2,363 | 2.57% | Q4 2025 | Feb 05, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 94,193 | 14,005 | 9.79% | 8.98% | 240 | -16,729 | -15.08% | Q4 2025 | Jan 20, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 93,646 | 13,924 | 3.39% | 2.79% | 241 | +26,616 | 39.71% | Q4 2025 | Jan 07, 2026 |
| CHOREO, LLC | History | Reduced | 92,842 | 13,907 | 0.18% | 0.18% | 242 | -2,676 | -2.8% | Q4 2025 | Jan 23, 2026 |
| Farrow Financial, Inc. | History | Reduced | 93,495 | 13,901 | 7.99% | 8.43% | 243 | -6,260 | -6.28% | Q4 2025 | Jan 27, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 92,097 | 13,693 | 0.85% | 0.84% | 244 | +2,839 | 3.18% | Q4 2025 | Feb 17, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 92,075 | 13,690 | 0.52% | 0.5% | 245 | -1,018 | -1.09% | Q4 2025 | Feb 04, 2026 |
| King Wealth Management Group | History | Reduced | 91,926 | 13,668 | 1.65% | 1.7% | 246 | -1,149 | -1.23% | Q4 2025 | Feb 09, 2026 |
| Solano Wealth Investment Advisors LLC | History | Reduced | 91,529 | 13,609 | 6.74% | 6.5% | 247 | -993 | -1.07% | Q4 2025 | Feb 12, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 91,509 | 13,606 | 0.21% | 0.23% | 248 | -6,676 | -6.8% | Q4 2025 | Jan 22, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 90,062 | 13,595 | 0.34% | 0.33% | 249 | +4,977 | 5.85% | Q4 2025 | Jan 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 91,309 | 13,576 | 0.17% | 0.16% | 250 | +9,152 | 11.14% | Q4 2025 | Jan 29, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 91,226 | 13,564 | 2.67% | 2.71% | 251 | -1,562 | -1.68% | Q4 2025 | Jan 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 88,539 | 13,164 | 0.32% | 0.32% | 252 | +5,063 | 6.07% | Q4 2025 | Jan 29, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 88,506 | 13,159 | 2.77% | 2.08% | 253 | +33,857 | 61.95% | Q4 2025 | Feb 13, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 88,161 | 13,108 | 6.56% | 5.33% | 254 | +21,670 | 32.59% | Q4 2025 | Jan 20, 2026 |
| GuidedMoney, LLC | History | New | 87,629 | 13,029 | 6.96% | — | 255 | +87,629 | New | Q4 2025 | Feb 23, 2026 |
| Asset Dedication, LLC | History | Reduced | 87,342 | 12,986 | 0.85% | 0.88% | 256 | -2,846 | -3.16% | Q4 2025 | Jan 26, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 86,800 | 12,906 | 0.02% | 0.0% | 257 | +78,000 | 886.36% | Q4 2025 | Feb 12, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 84,528 | 12,568 | 5.78% | 3.62% | 258 | +29,722 | 54.23% | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 84,001 | 12,490 | 0.07% | 0.06% | 259 | +2,081 | 2.54% | Q4 2025 | Jan 29, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 83,924 | 12,478 | 1.16% | 1.25% | 260 | -6,697 | -7.39% | Q4 2025 | Feb 11, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | New | 83,341 | 12,391 | 9.88% | — | 261 | +83,341 | New | Q4 2025 | Feb 12, 2026 |
| Clear Retirement Advice LLC | History | New | 82,006 | 12,291 | 9.56% | — | 263 | +82,006 | New | Q4 2025 | Feb 24, 2026 |
| Argent Trust Co | History | Added to | 82,662 | 12,291 | 0.42% | 0.43% | 262 | +65 | 0.08% | Q4 2025 | Feb 10, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 81,411 | 12,105 | 2.35% | 2.36% | 264 | +66 | 0.08% | Q4 2025 | Feb 13, 2026 |
| Level Wealth Management LLC | History | Reduced | 80,671 | 11,994 | 6.13% | 7.32% | 265 | -14,828 | -15.53% | Q4 2025 | Feb 02, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 80,019 | 11,898 | 0.35% | 0.39% | 266 | -6,414 | -7.42% | Q4 2025 | Jan 23, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 79,415 | 11,808 | 0.15% | 0.16% | 267 | -6,724 | -7.81% | Q4 2025 | Feb 09, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 78,605 | 11,687 | 0.02% | 17.77% | 268 | +52,326 | 199.12% | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | Added to | 78,429 | 11,661 | 0.54% | 0.1% | 269 | +71,096 | 969.53% | Q4 2025 | Feb 17, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 78,048 | 11,604 | 1.7% | 1.78% | 270 | -2,487 | -3.09% | Q4 2025 | Feb 04, 2026 |
| Fulcrum Equity Management | History | Reduced | 77,685 | 11,551 | 11.05% | 11.68% | 271 | -1,467 | -1.85% | Q4 2025 | Jan 06, 2026 |
| Single Point Partners, LLC | History | Reduced | 76,056 | 11,308 | 2.24% | 2.26% | 272 | -416 | -0.54% | Q4 2025 | Jan 26, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 75,706 | 11,256 | 0.27% | 0.25% | 273 | +4,589 | 6.45% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 75,540 | 11,232 | 0.2% | 0.23% | 274 | +4,018 | 5.62% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 75,473 | 11,222 | 0.13% | 0.13% | 275 | +196 | 0.26% | Q4 2025 | Jan 20, 2026 |
| HBE Wealth Management, LLC | History | New | 75,391 | 11,209 | 10.54% | — | 276 | +75,391 | New | Q4 2025 | Jan 20, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 75,243 | 11,187 | 1.22% | 1.3% | 277 | -560 | -0.74% | Q4 2025 | Feb 10, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 74,339 | 11,053 | 0.06% | 0.06% | 278 | +5,022 | 7.24% | Q4 2025 | Feb 03, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 74,307 | 11,048 | 0.72% | 0.67% | 279 | +6,590 | 9.73% | Q4 2025 | Jan 23, 2026 |
| Brooklyn FI, LLC | History | Added to | 73,873 | 10,984 | 2.35% | 1.99% | 280 | +12,942 | 21.24% | Q4 2025 | Jan 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 73,699 | 10,958 | 0.0% | 0.0% | 281 | +16,749 | 29.41% | Q4 2025 | Feb 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 73,365 | 10,908 | 0.22% | 0.23% | 282 | -489 | -0.66% | Q4 2025 | Feb 06, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 71,920 | 10,693 | 0.03% | 0.03% | 283 | -642 | -0.88% | Q4 2025 | Feb 13, 2026 |
| MONEYWISE, INC. | History | Reduced | 71,894 | 10,689 | 4.45% | 6.29% | 284 | -23,630 | -24.74% | Q4 2025 | Feb 05, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 71,645 | 10,652 | 1.42% | 1.36% | 285 | -1,020 | -1.4% | Q4 2025 | Jan 05, 2026 |
| BBR PARTNERS, LLC | History | New | 71,285 | 10,599 | 0.57% | — | 286 | +71,285 | New | Q4 2025 | Feb 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 70,144 | 10,429 | 0.06% | 0.07% | 287 | -8,190 | -10.46% | Q4 2025 | Feb 11, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 69,294 | 10,303 | 2.66% | 2.6% | 288 | +2,273 | 3.39% | Q4 2025 | Jan 20, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 69,007 | 10,261 | 1.34% | 1.39% | 289 | -1,146 | -1.63% | Q4 2025 | Jan 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 68,715 | 10,217 | 0.01% | 0.01% | 290 | +7,865 | 12.93% | Q4 2025 | Feb 06, 2026 |
| PFG Investments, LLC | History | Added to | 67,347 | 10,013 | 0.47% | 0.45% | 291 | +7,267 | 12.1% | Q4 2025 | Jan 26, 2026 |
| Prasad Wealth Partners, LLC | History | Reduced | 67,017 | 9,964 | 2.66% | 2.75% | 292 | -667 | -0.99% | Q4 2025 | Jan 27, 2026 |
| Grove Bank & Trust | History | Reduced | 65,862 | 9,793 | 1.1% | 1.12% | 293 | -44 | -0.07% | Q4 2025 | Jan 08, 2026 |
| CENTRAL TRUST Co | History | Reduced | 65,587 | 9,752 | 0.19% | 0.21% | 294 | -3,015 | -4.39% | Q4 2025 | Feb 02, 2026 |
| Investors Research Corp | History | Reduced | 65,424 | 9,727 | 1.78% | 1.8% | 295 | -1,491 | -2.23% | Q4 2025 | Jan 06, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 64,422 | 9,578 | 0.55% | 0.56% | 296 | +41 | 0.06% | Q4 2025 | Jan 22, 2026 |
| Towercrest Capital Management | History | Added to | 63,972 | 9,512 | 1.5% | 1.49% | 297 | +149 | 0.23% | Q4 2025 | Jan 21, 2026 |
| Edge Financial Advisors LLC | History | Reduced | 63,572 | 9,452 | 3.98% | 12.12% | 298 | -122,109 | -65.76% | Q4 2025 | Jan 28, 2026 |
| Element Wealth, LLC | History | Added to | 62,277 | 9,259 | 3.82% | 3.86% | 299 | +1,374 | 2.26% | Q4 2025 | Feb 13, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 62,034 | 9,223 | 2.31% | 2.46% | 300 | -3,167 | -4.86% | Q4 2025 | Feb 13, 2026 |
| DDFG, Inc | History | Reduced | 61,235 | 9,105 | 1.99% | 2.14% | 301 | -2,488 | -3.9% | Q4 2025 | Jan 08, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 61,198 | 9,099 | 4.99% | 5.17% | 302 | -1,074 | -1.72% | Q4 2025 | Jan 08, 2026 |
| Well Done, LLC | History | Added to | 60,819 | 9,043 | 1.35% | 1.51% | 303 | +103 | 0.17% | Q4 2025 | Jan 13, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 60,567 | 9,005 | 0.67% | 0.7% | 304 | -772 | -1.26% | Q4 2025 | Feb 04, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 60,239 | 8,957 | 0.57% | 0.57% | 305 | +19 | 0.03% | Q4 2025 | Jan 23, 2026 |
| Pathstone Holdings, LLC | History | New | 59,711 | 8,878 | 0.03% | — | 306 | +59,711 | New | Q4 2025 | Feb 13, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 59,665 | 8,871 | 4.21% | 4.09% | 307 | +2,320 | 4.05% | Q4 2025 | Jan 28, 2026 |
| Monument Capital Management | History | Reduced | 59,591 | 8,860 | 2.2% | 2.2% | 308 | -921 | -1.52% | Q4 2025 | Jan 26, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 59,590 | 8,860 | 0.7% | 0.78% | 309 | -738 | -1.22% | Q4 2025 | Jan 28, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 59,581 | 8,859 | 6.04% | 5.91% | 310 | +53 | 0.09% | Q4 2025 | Jan 16, 2026 |
| Donor Advised Charitable Giving, Inc. | History | Reduced | 59,298 | 8,816 | 0.2% | 0.17% | 311 | -131 | -0.22% | Q4 2025 | Jan 23, 2026 |
| 71 West Capital Partners | History | New | 59,086 | 8,785 | 0.4% | — | 312 | +59,086 | New | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 58,119 | 8,641 | 0.15% | 0.12% | 313 | -2,617 | -4.31% | Q4 2025 | Feb 17, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 57,671 | 8,575 | 0.45% | 0.47% | 314 | +1,304 | 2.31% | Q4 2025 | Jan 23, 2026 |
| Rede Wealth, LLC | History | New | 57,642 | 8,570 | 2.98% | — | 315 | +57,642 | New | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | Added to | 57,041 | 8,481 | 0.01% | 0.01% | 316 | +6,841 | 13.63% | Q4 2025 | Jan 30, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 56,855 | 8,453 | 1.6% | 1.59% | 317 | +351 | 0.62% | Q4 2025 | Jan 07, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 56,163 | 8,350 | 3.28% | 3.32% | 318 | -639 | -1.12% | Q4 2025 | Feb 04, 2026 |
| FORBES J M & CO LLP | History | Reduced | 56,115 | 8,343 | 0.68% | 0.69% | 319 | -837 | -1.47% | Q4 2025 | Jan 21, 2026 |
| First Financial Bank - Trust Division | History | Added to | 55,800 | 8,296 | 0.68% | 0.69% | 320 | +115 | 0.21% | Q4 2025 | Jan 02, 2026 |
| Arax Advisory Partners | History | New | 55,495 | 8,251 | 0.24% | — | 321 | +55,495 | New | Q4 2025 | Feb 13, 2026 |
| Hardy Reed LLC | History | Reduced | 54,858 | 8,156 | 0.58% | 0.59% | 322 | -138 | -0.25% | Q4 2025 | Feb 06, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 54,780 | 8,145 | 4.31% | 4.42% | 323 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 54,560 | 8,112 | 0.81% | 0.84% | 324 | -2,171 | -3.83% | Q4 2025 | Jan 20, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 54,452 | 8,096 | 0.09% | 0.1% | 325 | -2,135 | -3.77% | Q4 2025 | Jan 21, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 53,978 | 8,025 | 0.64% | 0.65% | 326 | +311 | 0.58% | Q4 2025 | Feb 04, 2026 |
| BIP Wealth, LLC | History | Added to | 53,521 | 7,957 | 0.28% | 0.11% | 327 | +37,947 | 243.66% | Q4 2025 | Jan 21, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 52,981 | 7,877 | 1.76% | 1.82% | 328 | -2,024 | -3.68% | Q4 2025 | Jan 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 52,959 | 7,874 | 0.27% | 0.24% | 329 | +6,848 | 14.85% | Q4 2025 | Feb 12, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 52,809 | 7,852 | 1.45% | 1.34% | 330 | +1,787 | 3.5% | Q4 2025 | Jan 27, 2026 |
| StoneX Group Inc. | History | Reduced | 52,770 | 7,846 | 0.34% | 0.35% | 331 | -2,057 | -3.75% | Q4 2025 | Feb 12, 2026 |
| Ironwood Financial, llc | History | Reduced | 51,092 | 7,769 | 1.32% | 1.35% | 332 | -1,162 | -2.22% | Q4 2025 | Jan 15, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 51,723 | 7,690 | 0.2% | 0.22% | 333 | -3,006 | -5.49% | Q4 2025 | Feb 17, 2026 |
| GREENWOOD GEARHART INC | History | Reduced | 51,537 | 7,663 | 0.42% | 0.56% | 334 | -15,401 | -23.01% | Q4 2025 | Feb 04, 2026 |
| Avalon Advisory Group | History | Reduced | 51,265 | 7,622 | 3.11% | 3.45% | 335 | -7,162 | -12.26% | Q4 2025 | Jan 29, 2026 |
| Legacy Private Trust Co. | History | Reduced | 50,533 | 7,513 | 0.44% | 0.45% | 336 | -761 | -1.48% | Q4 2025 | Jan 08, 2026 |
| Mosaic Advisors LLC | History | No change | 50,527 | 7,512 | 14.4% | 17.83% | 337 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 50,500 | 7,508 | 0.4% | 0.45% | 338 | +971 | 1.96% | Q4 2025 | Jan 26, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Added to | 50,277 | 7,475 | 0.31% | 0.31% | 339 | +81 | 0.16% | Q4 2025 | Jan 27, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 49,603 | 7,375 | 1.35% | 1.35% | 340 | -2,754 | -5.26% | Q4 2025 | Feb 05, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 49,313 | 7,332 | 0.62% | 0.65% | 341 | -2,082 | -4.05% | Q4 2025 | Jan 12, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 49,251 | 7,323 | 2.23% | 2.22% | 342 | +1,974 | 4.18% | Q4 2025 | Jan 16, 2026 |
| Wedmont Private Capital | History | Added to | 48,351 | 7,291 | 0.25% | 0.18% | 343 | +14,918 | 44.62% | Q4 2025 | Jan 08, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 48,756 | 7,249 | 3.29% | 3.47% | 344 | -603 | -1.22% | Q4 2025 | Jan 26, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 47,907 | 7,240 | 0.17% | 0.19% | 345 | -3,607 | -7.0% | Q4 2025 | Feb 09, 2026 |
| DKM Wealth Management, Inc. | History | Reduced | 48,569 | 7,221 | 5.39% | 5.77% | 346 | -772 | -1.56% | Q4 2025 | Jan 12, 2026 |
| Avior Wealth Management, LLC | History | Added to | 48,378 | 7,193 | 0.22% | 0.23% | 347 | +172 | 0.36% | Q4 2025 | Jan 06, 2026 |
| LVZ, Inc. | History | Reduced | 47,360 | 7,041 | 0.79% | 0.83% | 348 | -2,555 | -5.12% | Q4 2025 | Feb 10, 2026 |
| Sigma Planning Corp | History | Reduced | 47,227 | 7,027 | 0.19% | 0.2% | 349 | -796 | -1.66% | Q4 2025 | Jan 30, 2026 |
| Aegis Wealth Management LLC | History | No change | 47,167 | 7,013 | 3.96% | 3.68% | 350 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 46,801 | 6,959 | 0.06% | 0.05% | 351 | +1,967 | 4.39% | Q4 2025 | Jan 05, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Reduced | 45,554 | 6,773 | 1.2% | 1.21% | 352 | -3,259 | -6.68% | Q4 2025 | Jan 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 45,268 | 6,730 | 0.09% | 0.1% | 353 | -2,157 | -4.55% | Q4 2025 | Feb 10, 2026 |
| BANK OF HAWAII | History | Reduced | 45,065 | 6,700 | 0.33% | 0.34% | 354 | -2,080 | -4.41% | Q4 2025 | Mar 03, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 44,625 | 6,635 | 0.55% | 0.57% | 355 | +541 | 1.23% | Q4 2025 | Feb 09, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 44,571 | 6,627 | 0.5% | 0.53% | 356 | -869 | -1.91% | Q4 2025 | Jan 09, 2026 |
| Capital Planning LLC | History | Reduced | 44,359 | 6,616 | 1.85% | 1.91% | 357 | -681 | -1.51% | Q4 2025 | Jan 23, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 43,899 | 6,527 | 0.1% | 0.1% | 358 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| TSFG, LLC | History | Reduced | 43,426 | 6,457 | 0.96% | 1.02% | 359 | -773 | -1.75% | Q4 2025 | Feb 04, 2026 |
| Apella Capital, LLC | History | Reduced | 43,414 | 6,455 | 0.13% | 0.14% | 360 | -72 | -0.17% | Q4 2025 | Jan 21, 2026 |
| May Hill Capital, LLC | History | Added to | 43,172 | 6,419 | 0.84% | 0.92% | 362 | +21,640 | 100.5% | Q4 2025 | Feb 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 43,173 | 6,419 | 0.05% | 0.05% | 361 | -19 | -0.04% | Q4 2025 | Feb 13, 2026 |
| Hudock, Inc. | History | Reduced | 43,170 | 6,418 | 0.95% | 0.98% | 363 | -914 | -2.07% | Q4 2025 | Feb 12, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 43,071 | 6,404 | 3.52% | 3.58% | 364 | -50 | -0.12% | Q4 2025 | Jan 21, 2026 |
| Hassell Wealth Management, LLC | History | Added to | 42,034 | 6,370 | 2.13% | 2.11% | 365 | +268 | 0.64% | Q4 2025 | Jan 26, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 42,839 | 6,369 | 0.0% | 0.0% | 366 | +11 | 0.03% | Q4 2025 | Feb 11, 2026 |
| Dakota Wealth Management | History | Added to | 42,795 | 6,363 | 0.11% | 0.12% | 367 | +355 | 0.84% | Q4 2025 | Jan 13, 2026 |
| Investment Advisory Group, LLC | History | Added to | 42,650 | 6,341 | 1.63% | 1.67% | 368 | +510 | 1.21% | Q4 2025 | Jan 23, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 42,355 | 6,297 | 0.69% | 0.7% | 369 | -186 | -0.44% | Q4 2025 | Jan 20, 2026 |
| LIBRA WEALTH LLC | History | Reduced | 41,554 | 6,178 | 1.73% | 1.82% | 370 | -34 | -0.08% | Q4 2025 | Jan 28, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 41,336 | 6,146 | 0.11% | 0.1% | 371 | +6,168 | 17.54% | Q4 2025 | Jan 23, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 41,061 | 6,105 | 0.09% | 0.11% | 372 | -8,296 | -16.81% | Q4 2025 | Feb 09, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 40,990 | 6,094 | 0.39% | 0.41% | 373 | -477 | -1.15% | Q4 2025 | Feb 18, 2026 |
| GeoWealth Management, LLC | History | Reduced | 40,957 | 6,089 | 0.22% | 0.22% | 374 | -768 | -1.84% | Q4 2025 | Feb 17, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | Reduced | 40,821 | 6,069 | 3.29% | 3.27% | 375 | -8,876 | -17.86% | Q4 2025 | Jan 22, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 40,530 | 6,026 | 0.05% | 0.05% | 376 | +302 | 0.75% | Q4 2025 | Jan 14, 2026 |
| ASPIRIANT, LLC | History | Added to | 40,235 | 5,982 | 0.17% | 0.17% | 377 | +2,296 | 6.05% | Q4 2025 | Jan 20, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 40,094 | 5,961 | 0.34% | 0.44% | 378 | +3,098 | 8.37% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 40,000 | 5,947 | 0.0% | 0.0% | 379 | -26,400 | -39.76% | Q4 2025 | Feb 17, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 38,686 | 5,876 | 2.86% | 2.83% | 380 | +3,109 | 8.74% | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 39,363 | 5,852 | 0.39% | 0.41% | 381 | -1,114 | -2.75% | Q4 2025 | Feb 20, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 39,254 | 5,837 | 0.66% | 0.66% | 382 | -894 | -2.23% | Q4 2025 | Jan 21, 2026 |
| Bleakley Financial Group, LLC | History | New | 39,236 | 5,833 | 0.1% | — | 383 | +39,236 | New | Q4 2025 | Feb 09, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 39,200 | 5,829 | 0.01% | 0.01% | 384 | +78 | 0.2% | Q4 2025 | Feb 10, 2026 |
| Columbus Macro, LLC | History | Reduced | 38,976 | 5,795 | 0.63% | 0.66% | 385 | -978 | -2.45% | Q4 2025 | Jan 15, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 38,603 | 5,786 | 3.33% | 2.0% | 386 | -3,309 | -7.9% | Q4 2025 | Feb 10, 2026 |
| MBA Advisors LLC | History | Reduced | 38,913 | 5,785 | 2.33% | 2.43% | 387 | -140 | -0.36% | Q4 2025 | Jan 21, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Added to | 38,764 | 5,763 | 1.08% | 0.62% | 388 | +12,876 | 49.74% | Q4 2025 | Feb 12, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 38,428 | 5,713 | 1.99% | 1.99% | 389 | -83 | -0.22% | Q4 2025 | Jan 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 38,344 | 5,701 | 0.12% | 0.12% | 390 | +1,521 | 4.13% | Q4 2025 | Feb 09, 2026 |
| Prospera Financial Services Inc | History | Added to | 38,034 | 5,657 | 0.09% | 0.09% | 391 | +3,199 | 9.18% | Q4 2025 | Feb 09, 2026 |
| Abound Wealth Management | History | Added to | 37,915 | 5,637 | 1.32% | 1.34% | 392 | +1,112 | 3.02% | Q4 2025 | Jan 12, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 37,881 | 5,632 | 0.77% | 0.67% | 393 | +4,722 | 14.24% | Q4 2025 | Feb 13, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 37,651 | 5,598 | 1.6% | 1.87% | 394 | -3,780 | -9.12% | Q4 2025 | Feb 11, 2026 |
| VestGen Advisors, LLC | History | Added to | 37,555 | 5,584 | 0.24% | 0.17% | 395 | +2,037 | 5.74% | Q4 2025 | Feb 17, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 37,492 | 5,574 | 0.28% | 0.28% | 396 | +442 | 1.19% | Q4 2025 | Feb 03, 2026 |
| AlphaCore Capital LLC | History | Added to | 37,358 | 5,554 | 0.12% | 0.01% | 397 | +34,669 | 1289.29% | Q4 2025 | Feb 05, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 37,104 | 5,517 | 0.36% | 0.39% | 398 | -1,580 | -4.08% | Q4 2025 | Apr 02, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 36,997 | 5,501 | 0.02% | 0.02% | 399 | -1,422 | -3.7% | Q4 2025 | Feb 13, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Reduced | 36,922 | 5,489 | 0.49% | 0.49% | 400 | -1,616 | -4.19% | Q4 2025 | Jan 30, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 36,465 | 5,421 | 2.21% | 2.4% | 402 | -2,533 | -6.5% | Q4 2025 | Jan 09, 2026 |
| Keystone Financial Group | History | Reduced | 36,460 | 5,421 | 0.4% | 0.42% | 401 | -816 | -2.19% | Q4 2025 | Feb 06, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 35,678 | 5,416 | 0.69% | 0.68% | 403 | +592 | 1.69% | Q4 2025 | Jan 14, 2026 |
| MA Private Wealth | History | Reduced | 36,334 | 5,402 | 0.9% | 0.96% | 404 | -2,790 | -7.13% | Q4 2025 | Feb 03, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 36,286 | 5,395 | 0.82% | 1.03% | 405 | +3,670 | 11.25% | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 36,141 | 5,373 | 0.25% | 0.28% | 406 | +77 | 0.21% | Q4 2025 | Feb 05, 2026 |
| GWN SECURITIES INC. | History | Added to | 35,819 | 5,325 | 1.08% | 1.12% | 407 | +2,563 | 7.71% | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 35,698 | 5,307 | 0.03% | — | 408 | +35,698 | New | Q4 2025 | Feb 18, 2026 |
| Legacy Financial Group LLC | History | Added to | 35,410 | 5,307 | 0.66% | 0.66% | 409 | +833 | 2.41% | Q4 2025 | Feb 05, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 35,527 | 5,282 | 0.56% | 0.65% | 410 | +3,669 | 11.52% | Q4 2025 | Feb 17, 2026 |
| NYL Investors LLC | History | Reduced | 35,215 | 5,236 | 1.78% | 1.69% | 411 | -91 | -0.26% | Q4 2025 | Feb 11, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 34,759 | 5,168 | 0.38% | 0.38% | 412 | +145 | 0.42% | Q4 2025 | Feb 10, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Added to | 34,560 | 5,138 | 1.9% | 1.54% | 413 | +5,506 | 18.95% | Q4 2025 | Jan 21, 2026 |
| World Investment Advisors | History | Added to | 34,549 | 5,137 | 0.08% | 0.04% | 414 | +19,733 | 133.19% | Q4 2025 | Mar 12, 2026 |
| Allie Family Office LLC | History | Reduced | 34,511 | 5,131 | 2.4% | 2.41% | 415 | -340 | -0.98% | Q4 2025 | Feb 13, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 34,167 | 5,080 | 1.04% | 1.16% | 416 | -1,362 | -3.83% | Q4 2025 | Jan 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 33,967 | 5,050 | 0.02% | 0.02% | 417 | +2,138 | 6.72% | Q4 2025 | Feb 06, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 33,849 | 5,032 | 1.24% | 1.79% | 418 | -20,683 | -37.93% | Q4 2025 | Jan 08, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 33,715 | 5,013 | 0.26% | 0.25% | 419 | -25 | -0.07% | Q4 2025 | Feb 17, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | No change | 33,172 | 5,013 | 3.64% | 3.62% | 420 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 33,699 | 5,010 | 1.25% | 1.28% | 421 | -371 | -1.09% | Q4 2025 | Jan 06, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 33,579 | 4,992 | 1.49% | 1.32% | 422 | +5,445 | 19.35% | Q4 2025 | Feb 11, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 33,416 | 4,968 | 1.76% | 1.63% | 423 | +822 | 2.52% | Q4 2025 | Jan 30, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 33,403 | 4,966 | 0.06% | 0.05% | 424 | +12,542 | 60.12% | Q4 2025 | Jan 29, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 32,995 | 4,906 | 1.97% | 2.28% | 425 | +2 | 0.01% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 32,865 | 4,886 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 32,457 | 4,826 | 0.04% | 0.03% | 427 | +4,845 | 17.55% | Q4 2025 | Feb 12, 2026 |
| GSG Advisors LLC | History | Added to | 32,217 | 4,790 | 1.24% | 1.23% | 428 | +316 | 0.99% | Q4 2025 | Jan 08, 2026 |
| SVB WEALTH LLC | History | Reduced | 31,762 | 4,722 | 0.28% | 0.41% | 429 | -20,087 | -38.74% | Q4 2025 | Feb 04, 2026 |
| Montecito Bank & Trust | History | Added to | 31,628 | 4,702 | 0.75% | 0.72% | 430 | +15 | 0.05% | Q4 2025 | Jan 09, 2026 |
| Shepherd Street Advisors LLC | History | New | 31,463 | 4,678 | 4.49% | — | 431 | +31,463 | New | Q4 2025 | Feb 10, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 31,422 | 4,672 | 1.62% | — | 432 | +31,422 | New | Q4 2025 | Feb 12, 2026 |
| Connecticut Capital Management Group, LLC | History | New | 31,154 | 4,632 | 4.43% | — | 433 | +31,154 | New | Q4 2025 | Feb 09, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 31,146 | 4,631 | 0.42% | — | 434 | +31,146 | New | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 63,148 | 4,597 | 0.11% | 0.18% | 435 | -845 | -1.32% | Q4 2025 | Feb 11, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 30,371 | 4,515 | 0.68% | 0.72% | 436 | +54 | 0.18% | Q4 2025 | Feb 05, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 30,282 | 4,502 | 0.08% | 0.08% | 437 | -519 | -1.69% | Q4 2025 | Jan 22, 2026 |
| Aspen Wealth Management LLC | History | Added to | 29,887 | 4,443 | 0.93% | 0.96% | 438 | +78 | 0.26% | Q4 2025 | Jan 05, 2026 |
| Virtue Capital Management, LLC | History | Added to | 29,290 | 4,368 | 0.67% | 0.04% | 439 | +27,197 | 1299.43% | Q4 2025 | Feb 18, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 29,232 | 4,346 | 0.67% | 0.66% | 440 | +749 | 2.63% | Q4 2025 | Jan 12, 2026 |
| Blue Fin Capital, Inc. | History | Added to | 29,084 | 4,324 | 0.67% | 0.58% | 441 | +3,548 | 13.89% | Q4 2025 | Jan 23, 2026 |
| Alliance Wealth Management Group | History | Added to | 28,805 | 4,283 | 0.94% | 0.92% | 442 | +445 | 1.57% | Q4 2025 | Jan 21, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 28,528 | 4,241 | 2.17% | 2.2% | 443 | +451 | 1.61% | Q4 2025 | Feb 12, 2026 |
| Able Wealth Management LLC | History | Added to | 28,450 | 4,230 | 1.34% | 1.54% | 444 | +313 | 1.11% | Q4 2025 | Jan 27, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 28,315 | 4,210 | 0.19% | 0.2% | 445 | -1,642 | -5.48% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 28,250 | 4,200 | 0.08% | 0.09% | 446 | -115 | -0.41% | Q4 2025 | Jan 14, 2026 |
| BESSEMER GROUP INC | History | No change | 28,165 | 4,188 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Claro Advisors Inc. | History | Added to | 28,098 | 4,177 | 0.57% | 0.57% | 448 | +1,257 | 4.68% | Q4 2025 | Feb 17, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 28,011 | 4,164 | 1.89% | 1.93% | 449 | +509 | 1.85% | Q4 2025 | Jan 16, 2026 |
| Clark Asset Management, LLC | History | Added to | 27,866 | 4,143 | 0.43% | 0.47% | 450 | +32 | 0.11% | Q4 2025 | Jan 27, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Added to | 27,704 | 4,119 | 2.31% | 2.25% | 451 | +1,405 | 5.34% | Q4 2025 | Jan 09, 2026 |
| Fortress Financial Solutions, LLC | History | Reduced | 27,666 | 4,113 | 4.21% | 4.41% | 452 | -116 | -0.42% | Q4 2025 | Jan 23, 2026 |
| JSF Financial, LLC | History | Reduced | 27,579 | 4,100 | 0.85% | 0.95% | 453 | -1,789 | -6.09% | Q4 2025 | Feb 04, 2026 |
| Vericrest Private Wealth | History | New | 27,518 | 4,091 | 3.64% | — | 454 | +27,518 | New | Q4 2025 | Mar 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 27,342 | 4,065 | 0.36% | 0.35% | 455 | +119 | 0.44% | Q4 2025 | Jan 26, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 27,120 | 4,032 | 0.13% | 0.14% | 456 | +89 | 0.33% | Q4 2025 | Jan 30, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 27,033 | 4,019 | 1.34% | 1.32% | 457 | +1,728 | 6.83% | Q4 2025 | Feb 03, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 26,817 | 3,987 | 0.86% | 0.9% | 458 | +33 | 0.12% | Q4 2025 | Jan 20, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 26,804 | 3,985 | 1.5% | 1.56% | 459 | -89 | -0.33% | Q4 2025 | Feb 04, 2026 |
| Segment Wealth Management, LLC | History | Added to | 26,736 | 3,975 | 0.23% | 0.23% | 460 | +71 | 0.27% | Q4 2025 | Jan 29, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 26,677 | 3,966 | 0.21% | 0.21% | 461 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Climber Capital SA | History | New | 32,482 | 3,938 | 2.57% | — | 462 | +32,482 | New | Q4 2025 | Feb 03, 2026 |
| Carrera Capital Advisors | History | Added to | 26,340 | 3,916 | 0.66% | 0.61% | 463 | +3,011 | 12.91% | Q4 2025 | Jan 30, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 26,072 | 3,876 | 0.29% | 0.35% | 464 | -875 | -3.25% | Q4 2025 | Jan 28, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 26,074 | 3,876 | 0.68% | 0.67% | 465 | +275 | 1.07% | Q4 2025 | Feb 03, 2026 |
| Belleair Asset Management, LLC | History | New | 25,893 | 3,850 | 3.67% | — | 466 | +25,893 | New | Q4 2025 | Jan 30, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 25,651 | 3,814 | 0.48% | 0.48% | 467 | -294 | -1.13% | Q4 2025 | Jan 23, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 25,579 | 3,803 | 0.22% | 0.39% | 468 | -35,209 | -57.92% | Q4 2025 | Jan 30, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 25,485 | 3,789 | 1.02% | 0.99% | 469 | +306 | 1.22% | Q4 2025 | Jan 16, 2026 |
| IHT Wealth Management, LLC | History | Added to | 25,256 | 3,756 | 0.09% | 0.07% | 470 | +5,325 | 26.72% | Q4 2025 | Feb 17, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 25,259 | 3,755 | 0.21% | 0.21% | 471 | -108 | -0.43% | Q4 2025 | Feb 13, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Added to | 25,244 | 3,753 | 2.84% | 2.82% | 473 | +82 | 0.33% | Q4 2025 | Jan 28, 2026 |
| Choate Investment Advisors | History | No change | 25,243 | 3,753 | 0.07% | 0.08% | 472 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Curat Global, LLC | History | Added to | 25,161 | 3,741 | 4.16% | 3.2% | 474 | +1,710 | 7.29% | Q4 2025 | Feb 06, 2026 |
| NEPC LLC | History | No change | 25,076 | 3,728 | 0.08% | 0.1% | 475 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 24,800 | 3,687 | 2.45% | 2.45% | 476 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| NewEdge Wealth, LLC | History | Added to | 24,712 | 3,674 | 0.04% | 0.03% | 477 | +9,295 | 60.29% | Q4 2025 | Feb 03, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 24,611 | 3,659 | 0.07% | 0.07% | 478 | +914 | 3.86% | Q4 2025 | Jan 28, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 24,472 | 3,639 | 0.03% | — | 479 | +24,472 | New | Q4 2025 | Feb 18, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 24,443 | 3,634 | 1.31% | 1.39% | 480 | -1,854 | -7.05% | Q4 2025 | Jan 22, 2026 |
| BROWN ADVISORY INC | History | Reduced | 24,437 | 3,633 | 0.01% | 0.0% | 481 | -1,666 | -6.38% | Q4 2025 | Feb 13, 2026 |
| Carr Financial Group Corp | History | Reduced | 24,347 | 3,620 | 0.96% | 0.97% | 482 | -21 | -0.09% | Q4 2025 | Jan 09, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 24,265 | 3,607 | 0.14% | 0.16% | 483 | -3,605 | -12.94% | Q4 2025 | Feb 17, 2026 |
| Rather & Kittrell, Inc. | History | Reduced | 24,235 | 3,603 | 0.58% | 0.62% | 484 | -246 | -1.0% | Q4 2025 | Jan 28, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 24,210 | 3,599 | 1.29% | 1.3% | 485 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 23,744 | 3,592 | 0.34% | 0.25% | 486 | +6,885 | 40.84% | Q4 2025 | Jan 22, 2026 |
| Retirement Planning Group, LLC | History | Added to | 24,053 | 3,576 | 0.12% | 0.12% | 487 | +864 | 3.73% | Q4 2025 | Feb 03, 2026 |
| FORMULATE FINANCIAL LLC | History | Reduced | 23,940 | 3,559 | 4.17% | 4.33% | 488 | -16 | -0.07% | Q4 2025 | Feb 11, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 23,833 | 3,543 | 0.02% | 0.02% | 489 | +5 | 0.02% | Q4 2025 | Feb 09, 2026 |
| Foster Group, Inc. | History | Added to | 23,628 | 3,513 | 0.11% | 0.11% | 490 | +493 | 2.13% | Q4 2025 | Jan 12, 2026 |
| SCS Capital Management LLC | History | Added to | 23,596 | 3,508 | 0.04% | 0.04% | 491 | +242 | 1.04% | Q4 2025 | Feb 10, 2026 |
| VANGUARD GROUP INC | History | Added to | 23,561 | 3,503 | 0.0% | 0.0% | 492 | +2,583 | 12.31% | Q4 2025 | Jan 29, 2026 |
| Fiduciary Alliance LLC | History | Added to | 23,291 | 3,463 | 0.23% | 0.22% | 493 | +858 | 3.82% | Q4 2025 | Jan 22, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 23,260 | 3,458 | 0.01% | 0.01% | 494 | -138 | -0.59% | Q4 2025 | Feb 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 23,094 | 3,433 | 0.07% | 0.06% | 495 | +4,471 | 24.01% | Q4 2025 | Feb 05, 2026 |
| Strategic Equity Management | History | Reduced | 22,956 | 3,413 | 1.16% | 1.35% | 496 | -1,980 | -7.94% | Q4 2025 | Feb 09, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 22,619 | 3,363 | 2.92% | — | 497 | +22,619 | New | Q4 2025 | Feb 10, 2026 |
| Tenon Financial LLC | History | No change | 22,540 | 3,351 | 1.41% | 1.69% | 498 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 22,389 | 3,328 | 0.51% | 0.54% | 499 | -321 | -1.41% | Q4 2025 | Jan 21, 2026 |
| Compound Planning, Inc. | History | Added to | 22,347 | 3,322 | 0.1% | 0.07% | 500 | +7,389 | 49.4% | Q4 2025 | Feb 19, 2026 |
| RFG Advisory, LLC | History | Reduced | 22,003 | 3,271 | 0.06% | 0.07% | 501 | -867 | -3.79% | Q4 2025 | Feb 03, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 21,946 | 3,263 | 0.6% | 0.85% | 502 | -285 | -1.28% | Q4 2025 | Jan 26, 2026 |
| AE Wealth Management LLC | History | Added to | 21,936 | 3,261 | 0.02% | 0.02% | 503 | +238 | 1.1% | Q4 2025 | Jan 26, 2026 |
| Apollon Financial, LLC | History | Added to | 21,880 | 3,253 | 0.47% | 0.53% | 504 | +20 | 0.09% | Q4 2025 | Jan 22, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 21,684 | 3,224 | 1.27% | 1.36% | 505 | +58 | 0.27% | Q4 2025 | Feb 03, 2026 |
| M&T BANK CORP | History | Reduced | 21,599 | 3,211 | 0.01% | 0.02% | 506 | -17,425 | -44.65% | Q4 2025 | Jan 30, 2026 |
| One Wealth Advisors, LLC | History | Added to | 21,600 | 3,211 | 0.39% | 0.37% | 508 | +1,230 | 6.04% | Q4 2025 | Feb 02, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 21,600 | 3,211 | 0.47% | 0.49% | 507 | -801 | -3.58% | Q4 2025 | Feb 10, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 21,595 | 3,210 | 0.39% | 0.39% | 509 | +274 | 1.29% | Q4 2025 | Jan 13, 2026 |
| Saxony Capital Management, LLC | History | Added to | 21,410 | 3,183 | 1.95% | 0.54% | 510 | +15,828 | 283.55% | Q4 2025 | Jan 15, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 21,364 | 3,176 | 1.61% | 1.7% | 511 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Luminvest Wealth Management LLC | History | Reduced | 21,351 | 3,174 | 0.88% | 1.21% | 513 | -4,135 | -16.22% | Q4 2025 | Jan 26, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 21,351 | 3,174 | 0.52% | 0.56% | 512 | +201 | 0.95% | Q4 2025 | Jan 26, 2026 |
| BOKF, NA | History | Reduced | 21,217 | 3,154 | 0.05% | 0.05% | 514 | -475 | -2.19% | Q4 2025 | Feb 03, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 20,983 | 3,119 | 0.43% | 0.71% | 515 | -9,839 | -31.92% | Q4 2025 | Jan 21, 2026 |
| GTS SECURITIES LLC | History | Reduced | 20,807 | 3,093 | 0.11% | 0.18% | 516 | -10,790 | -34.15% | Q4 2025 | Feb 13, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 20,700 | 3,077 | 1.5% | 1.54% | 517 | -294 | -1.4% | Q4 2025 | Feb 13, 2026 |
| Curi Capital, LLC | History | Reduced | 20,684 | 3,075 | 0.05% | 0.06% | 518 | -135 | -0.65% | Q4 2025 | Feb 17, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 20,628 | 3,067 | 0.14% | 0.09% | 520 | +7,978 | 63.07% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Reduced | 20,630 | 3,067 | 0.15% | 0.13% | 519 | -640 | -3.01% | Q4 2025 | Jan 27, 2026 |
| Buttonwood Financial Advisors Inc. | History | Reduced | 20,555 | 3,056 | 1.02% | 1.05% | 521 | -384 | -1.83% | Q4 2025 | Feb 04, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 20,491 | 3,046 | 0.43% | 0.43% | 522 | +573 | 2.88% | Q4 2025 | Jan 06, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 20,429 | 3,037 | 0.16% | 0.17% | 523 | +13 | 0.06% | Q4 2025 | Jan 20, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 20,010 | 3,032 | 0.1% | 0.1% | 524 | +735 | 3.81% | Q4 2025 | Jan 23, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 20,384 | 3,030 | 1.21% | 1.2% | 525 | +511 | 2.57% | Q4 2025 | Jan 15, 2026 |
| Kelly Financial Services LLC | History | Reduced | 20,290 | 3,016 | 0.76% | 0.81% | 526 | -1,257 | -5.83% | Q4 2025 | Jan 13, 2026 |
| TKG Advisors, LLC | History | No change | 20,160 | 2,997 | 1.21% | 1.26% | 527 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WealthCollab, LLC | History | Reduced | 20,076 | 2,985 | 1.22% | 1.36% | 528 | -240 | -1.18% | Q4 2025 | Jan 27, 2026 |
| Schrum Private Wealth Management LLC | History | Added to | 20,040 | 2,979 | 2.2% | 2.08% | 529 | +552 | 2.83% | Q4 2025 | Feb 17, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 19,930 | 2,963 | 0.54% | 0.55% | 530 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 19,863 | 2,953 | 0.11% | 0.12% | 531 | +1,660 | 9.12% | Q4 2025 | Feb 09, 2026 |
| AGF MANAGEMENT LTD | History | No change | 19,775 | 2,940 | 0.01% | 0.01% | 532 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 19,547 | 2,906 | 0.4% | 0.49% | 533 | -4,167 | -17.57% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 19,523 | 2,902 | 0.06% | 0.06% | 534 | -169 | -0.86% | Q4 2025 | Feb 02, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 19,501 | 2,899 | 0.05% | 0.06% | 535 | +1 | 0.01% | Q4 2025 | Feb 06, 2026 |
| Neuberger Berman Group LLC | History | Added to | 19,485 | 2,897 | 0.0% | 0.0% | 536 | +10,336 | 112.97% | Q4 2025 | Feb 13, 2026 |
| Essex Bank | History | Added to | 19,361 | 2,878 | 0.62% | 0.63% | 537 | +215 | 1.12% | Q4 2025 | Feb 02, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 19,292 | 2,868 | 0.56% | 0.48% | 538 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 19,015 | 2,827 | 0.55% | 0.46% | 539 | -214 | -1.11% | Q4 2025 | Feb 13, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 18,926 | 2,814 | 0.51% | 0.53% | 540 | -349 | -1.81% | Q4 2025 | Jan 26, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 18,903 | 2,810 | 1.16% | 1.2% | 541 | -429 | -2.22% | Q4 2025 | Jan 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 18,693 | 2,779 | 0.45% | 0.43% | 542 | +2,298 | 14.02% | Q4 2025 | Feb 17, 2026 |
| Broad Run Investment Management, LLC | History | New | 18,657 | 2,774 | 0.52% | — | 543 | +18,657 | New | Q4 2025 | Feb 17, 2026 |
| Snider Financial Group | History | Reduced | 18,581 | 2,762 | 0.74% | 0.78% | 544 | -978 | -5.0% | Q4 2025 | Jan 21, 2026 |
| Cooper Financial Group | History | Added to | 18,571 | 2,761 | 0.29% | 0.14% | 545 | +10,126 | 119.91% | Q4 2025 | Jan 08, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 18,482 | 2,748 | 0.19% | 0.35% | 546 | -17,202 | -48.21% | Q4 2025 | Jan 26, 2026 |
| Tranquility Partners, LLC | History | Added to | 18,196 | 2,705 | 0.97% | 0.78% | 547 | +2,324 | 14.64% | Q4 2025 | Feb 03, 2026 |
| ASSETMARK, INC | History | Reduced | 18,168 | 2,701 | 0.01% | 0.01% | 548 | -78 | -0.43% | Q4 2025 | Jan 23, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 18,146 | 2,698 | 1.41% | 1.49% | 549 | +47 | 0.26% | Q4 2025 | Jan 16, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 18,112 | 2,693 | 0.18% | 0.19% | 550 | -809 | -4.28% | Q4 2025 | Jan 27, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 18,066 | 2,686 | 0.05% | 0.04% | 551 | +3,461 | 23.7% | Q4 2025 | Jan 16, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 17,984 | 2,674 | 0.03% | 0.04% | 552 | -4,100 | -18.57% | Q4 2025 | Feb 09, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 17,951 | 2,669 | 0.79% | 0.87% | 553 | +470 | 2.69% | Q4 2025 | Jan 15, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 17,938 | 2,667 | 0.12% | 0.12% | 554 | -50 | -0.28% | Q4 2025 | Jan 22, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 17,900 | 2,661 | 0.27% | 0.33% | 555 | -1,595 | -8.18% | Q4 2025 | Feb 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 17,831 | 2,651 | 0.01% | 0.01% | 556 | -1,905 | -9.65% | Q4 2025 | Feb 12, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 17,486 | 2,599 | 0.07% | 0.07% | 557 | -920 | -5.0% | Q4 2025 | Feb 06, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 17,478 | 2,598 | 0.82% | 0.84% | 558 | +129 | 0.74% | Q4 2025 | Feb 06, 2026 |
| Asset One Wealth Management LLC | History | New | 17,086 | 2,593 | 0.36% | — | 559 | +17,086 | New | Q4 2025 | Feb 17, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Added to | 17,323 | 2,575 | 1.61% | 1.02% | 560 | +8,315 | 92.31% | Q4 2025 | Jan 14, 2026 |
| Convergence Financial, LLC | History | Added to | 17,057 | 2,536 | 0.37% | 0.35% | 561 | +1,046 | 6.53% | Q4 2025 | Feb 11, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | New | 17,030 | 2,532 | 0.04% | — | 562 | +17,030 | New | Q4 2025 | Feb 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 17,027 | 2,531 | 0.07% | 0.07% | 563 | +10 | 0.06% | Q4 2025 | Feb 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 17,006 | 2,528 | 0.12% | 0.11% | 564 | +31 | 0.18% | Q4 2025 | Jan 21, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 17,000 | 2,527 | 0.0% | 0.0% | 565 | -10,600 | -38.41% | Q4 2025 | Feb 17, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 16,990 | 2,526 | 0.65% | 0.66% | 566 | -181 | -1.05% | Q4 2025 | Jan 23, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 16,953 | 2,521 | 0.78% | 0.73% | 567 | +711 | 4.38% | Q4 2025 | Feb 13, 2026 |
| Archer Investment Corp | History | Reduced | 16,948 | 2,520 | 0.57% | 0.56% | 568 | -223 | -1.3% | Q4 2025 | Jan 30, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 16,851 | 2,505 | 0.16% | 0.16% | 569 | +35 | 0.21% | Q4 2025 | Jan 26, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 16,742 | 2,489 | 0.2% | 0.19% | 570 | -44 | -0.26% | Q4 2025 | Feb 17, 2026 |
| Wealth Group Ltd | History | Reduced | 16,691 | 2,481 | 0.56% | 0.58% | 571 | -559 | -3.24% | Q4 2025 | Jan 12, 2026 |
| Sowa Financial Group, Inc. | History | Reduced | 16,637 | 2,474 | 1.29% | 1.37% | 572 | -97 | -0.58% | Q4 2025 | Feb 03, 2026 |
| XY Planning Network, Inc. | History | Added to | 16,494 | 2,452 | 0.43% | 0.35% | 573 | +8,931 | 118.09% | Q4 2025 | Jan 26, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 16,497 | 2,452 | 0.52% | 0.53% | 574 | -186 | -1.11% | Q4 2025 | Feb 10, 2026 |
| Regency Capital Management Inc.\DE | History | Added to | 16,486 | 2,451 | 1.02% | 0.85% | 575 | +4,285 | 35.12% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 16,278 | 2,420 | 0.06% | 0.49% | 576 | -106,594 | -86.75% | Q4 2025 | Feb 17, 2026 |
| Tempo Wealth, LLC | History | New | 16,246 | 2,415 | 0.43% | — | 577 | +16,246 | New | Q4 2025 | Feb 25, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 16,048 | 2,386 | 0.12% | 0.11% | 578 | +512 | 3.3% | Q4 2025 | Jan 20, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 15,954 | 2,372 | 1.47% | 1.16% | 579 | +4,536 | 39.73% | Q4 2025 | Jan 29, 2026 |
| Savvy Advisors, Inc. | History | Added to | 15,936 | 2,369 | 0.08% | 0.06% | 580 | +6,661 | 71.82% | Q4 2025 | Jan 20, 2026 |
| Asempa Wealth Advisors | History | New | 15,896 | 2,363 | 2.04% | — | 581 | +15,896 | New | Q4 2025 | Jan 08, 2026 |
| Csenge Advisory Group | History | Reduced | 15,890 | 2,362 | 0.11% | 0.11% | 582 | -37 | -0.23% | Q4 2025 | Feb 06, 2026 |
| Midwest Trust Co | History | Added to | 15,653 | 2,327 | 0.03% | 0.02% | 583 | +5,048 | 47.6% | Q4 2025 | Feb 04, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 15,501 | 2,304 | 0.0% | 0.0% | 584 | -104 | -0.67% | Q4 2025 | Feb 12, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 15,480 | 2,301 | 0.31% | 0.32% | 585 | -188 | -1.2% | Q4 2025 | Jan 15, 2026 |
| Objective Capital Management, LLC | History | Added to | 15,473 | 2,300 | 2.34% | 2.32% | 586 | +83 | 0.54% | Q4 2025 | Feb 04, 2026 |
| Accredited Investors Inc. | History | Reduced | 15,405 | 2,290 | 0.12% | 0.13% | 587 | -621 | -3.87% | Q4 2025 | Feb 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 15,316 | 2,277 | 0.01% | 0.01% | 588 | -1,463 | -8.72% | Q4 2025 | Jan 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 15,285 | 2,272 | 0.11% | 0.03% | 589 | +11,919 | 354.1% | Q4 2025 | Jan 28, 2026 |
| Financial Architects, LLC | History | No change | 15,280 | 2,271 | 1.22% | 1.26% | 590 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Guidance Point Advisors, LLC | History | Reduced | 15,242 | 2,266 | 0.53% | 0.54% | 591 | -240 | -1.55% | Q4 2025 | Feb 11, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Reduced | 15,165 | 2,254 | 1.29% | 1.38% | 592 | -939 | -5.83% | Q4 2025 | Jan 15, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 14,732 | 2,233 | 0.26% | 0.26% | 593 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 14,962 | 2,224 | 0.22% | 0.23% | 594 | -513 | -3.32% | Q4 2025 | Jan 26, 2026 |
| Talisman Wealth Advisors LLC | History | Reduced | 14,928 | 2,220 | 1.73% | 1.91% | 595 | -901 | -5.69% | Q4 2025 | Feb 20, 2026 |
| SIGNATUREFD, LLC | History | Added to | 14,887 | 2,213 | 0.03% | 0.03% | 596 | +206 | 1.4% | Q4 2025 | Jan 20, 2026 |
| WEALTH EFFECTS LLC | History | No change | 14,751 | 2,193 | 0.69% | 0.69% | 597 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Vistica Wealth Advisors, LLC | History | New | 14,741 | 2,191 | 2.18% | — | 598 | +14,741 | New | Q4 2025 | Feb 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 14,664 | 2,180 | 0.09% | 0.08% | 599 | +1,951 | 15.35% | Q4 2025 | Jan 30, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 14,611 | 2,172 | 0.3% | 0.3% | 600 | +270 | 1.88% | Q4 2025 | Feb 10, 2026 |
| Financial Management Professionals, Inc. | History | No change | 14,566 | 2,165 | 0.22% | 0.22% | 601 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 14,492 | 2,154 | 0.49% | 0.52% | 602 | -1,275 | -8.09% | Q4 2025 | Feb 05, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 14,355 | 2,134 | 0.08% | 0.08% | 603 | -502 | -3.38% | Q4 2025 | Jan 23, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 14,192 | 2,110 | 0.11% | 0.12% | 604 | -271 | -1.87% | Q4 2025 | Jan 07, 2026 |
| Traveka Wealth, LLC | History | Added to | 14,053 | 2,089 | 0.85% | 0.16% | 605 | +11,639 | 482.15% | Q4 2025 | Jan 08, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 14,012 | 2,083 | 0.2% | 0.2% | 606 | +1 | 0.01% | Q4 2025 | Jan 29, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 13,965 | 2,076 | 1.42% | 1.46% | 607 | -6 | -0.04% | Q4 2025 | Feb 09, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 13,929 | 2,071 | 0.05% | 0.05% | 608 | -408 | -2.85% | Q4 2025 | Feb 04, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 13,887 | 2,064 | 0.14% | 0.14% | 609 | +7 | 0.05% | Q4 2025 | Feb 13, 2026 |
| Advisors Capital Management, LLC | History | Added to | 13,717 | 2,039 | 0.02% | 0.01% | 610 | +5,683 | 70.74% | Q4 2025 | Jan 29, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 13,649 | 2,029 | 0.41% | 0.44% | 611 | -387 | -2.76% | Q4 2025 | Jan 23, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 13,580 | 2,019 | 0.03% | 0.02% | 612 | +1,509 | 12.5% | Q4 2025 | Feb 02, 2026 |
| Hobbs Group Advisors, LLC | History | Added to | 13,375 | 1,988 | 0.6% | 0.58% | 614 | +659 | 5.18% | Q4 2025 | Jan 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 13,373 | 1,988 | 0.03% | 0.04% | 613 | -44 | -0.33% | Q4 2025 | Feb 19, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 13,272 | 1,973 | 0.01% | 0.0% | 615 | +4,453 | 50.49% | Q4 2025 | Feb 02, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 13,275 | 1,973 | 0.24% | 0.22% | 616 | +406 | 3.15% | Q4 2025 | Feb 13, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 13,224 | 1,966 | 0.11% | 0.11% | 617 | -984 | -6.93% | Q4 2025 | Jan 29, 2026 |
| Stephenson & Company, Inc. | History | No change | 13,202 | 1,963 | 1.08% | 1.1% | 618 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 13,066 | 1,942 | 0.21% | 0.22% | 619 | -291 | -2.18% | Q4 2025 | Feb 06, 2026 |
| Three Arch Wealth Management LLC | History | New | 13,044 | 1,939 | 0.36% | — | 620 | +13,044 | New | Q4 2025 | Feb 13, 2026 |
| Prosperity Planning, Inc. | History | Added to | 13,037 | 1,938 | 0.51% | 0.51% | 621 | +48 | 0.37% | Q4 2025 | Jan 14, 2026 |
| Whitcomb & Hess, Inc. | History | Reduced | 12,754 | 1,936 | 0.46% | 0.51% | 622 | -966 | -7.04% | Q4 2025 | Jan 14, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 12,991 | 1,931 | 0.31% | 0.3% | 623 | -12 | -0.09% | Q4 2025 | Jan 23, 2026 |
| KOM Wealth Management Group, LLC | History | Reduced | 12,904 | 1,918 | 1.36% | 1.44% | 624 | -221 | -1.68% | Q4 2025 | Jan 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 12,853 | 1,911 | 0.06% | 0.06% | 625 | -432 | -3.25% | Q4 2025 | Jan 09, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 12,797 | 1,902 | 0.1% | 0.14% | 626 | -3,173 | -19.87% | Q4 2025 | Jan 21, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 12,789 | 1,901 | 2.2% | — | 627 | +12,789 | New | Q4 2025 | Feb 17, 2026 |
| Centennial Wealth Advisory LLC | History | Reduced | 12,751 | 1,896 | 0.5% | 0.56% | 628 | -1,133 | -8.16% | Q4 2025 | Jan 14, 2026 |
| LM Advisors LLC | History | Reduced | 281 | 1,888 | 0.03% | 0.04% | 629 | -1,607 | -85.12% | Q4 2025 | Feb 13, 2026 |
| Box Hill Private Wealth LLC | History | New | 12,672 | 1,884 | 1.91% | — | 630 | +12,672 | New | Q4 2025 | Feb 09, 2026 |
| Berman McAleer LLC | History | Reduced | 12,637 | 1,878 | 0.26% | 0.26% | 631 | -175 | -1.37% | Q4 2025 | Feb 05, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 12,556 | 1,866 | 0.04% | — | 632 | +12,556 | New | Q4 2025 | Feb 17, 2026 |
| Nemes Rush Group LLC | History | Added to | 12,452 | 1,851 | 0.17% | 0.16% | 633 | +1,589 | 14.63% | Q4 2025 | Feb 11, 2026 |
| BANK HAPOALIM BM | History | No change | 12,444 | 1,850 | 0.16% | 0.22% | 634 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parkside Investments, LLC | History | Added to | 12,384 | 1,841 | 0.23% | 0.22% | 635 | +95 | 0.77% | Q4 2025 | Feb 09, 2026 |
| Security Financial Services, INC. | History | Added to | 12,358 | 1,837 | 0.29% | 0.28% | 636 | +509 | 4.3% | Q4 2025 | Jan 27, 2026 |
| My Personal CFO, LLC | History | New | 12,287 | 1,826 | 0.76% | — | 637 | +12,287 | New | Q4 2025 | Jan 15, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 12,222 | 1,817 | 0.19% | 0.2% | 638 | +5 | 0.04% | Q4 2025 | Jan 08, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 12,047 | 1,791 | 0.04% | 0.04% | 639 | +1 | 0.01% | Q4 2025 | Feb 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 11,989 | 1,782 | 0.13% | 0.13% | 640 | -293 | -2.39% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 11,978 | 1,781 | 0.06% | 0.06% | 641 | -141 | -1.16% | Q4 2025 | Feb 17, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 11,932 | 1,774 | 0.23% | 0.21% | 642 | +1,470 | 14.05% | Q4 2025 | Feb 05, 2026 |
| PIONEER TRUST BANK N A/OR | History | No change | 11,750 | 1,747 | 0.41% | 0.4% | 643 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bawa N Mallick Trust | History | Added to | 11,677 | 1,736 | 0.64% | 0.64% | 644 | +10 | 0.09% | Q4 2025 | Mar 12, 2026 |
| Weaver Consulting Group | History | No change | 11,647 | 1,731 | 0.42% | 0.43% | 645 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HRT FINANCIAL LP | History | Added to | 11,636 | 1,730 | 0.01% | 0.0% | 646 | +7,272 | 166.64% | Q4 2025 | Feb 12, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 11,605 | 1,725 | 0.19% | 0.19% | 647 | -389 | -3.24% | Q4 2025 | Jan 28, 2026 |
| Brooklyn Investment Group | History | Added to | 11,474 | 1,721 | 0.08% | 0.2% | 648 | +387 | 3.49% | Q4 2025 | Feb 12, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 11,547 | 1,716 | 0.35% | 0.35% | 649 | +61 | 0.53% | Q4 2025 | Jan 15, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 11,540 | 1,715 | 0.4% | 0.39% | 650 | -145 | -1.24% | Q4 2025 | Feb 17, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 11,478 | 1,706 | 0.35% | 0.38% | 651 | -752 | -6.15% | Q4 2025 | Jan 05, 2026 |
| BCS Wealth Management | History | Added to | 11,390 | 1,693 | 0.17% | 0.19% | 652 | +5,606 | 96.92% | Q4 2025 | Jan 26, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 11,386 | 1,692 | 0.22% | 0.21% | 653 | +280 | 2.52% | Q4 2025 | Feb 04, 2026 |
| Finley Financial, LLC | History | Reduced | 11,345 | 1,686 | 0.77% | 0.77% | 654 | -30 | -0.26% | Q4 2025 | Jan 21, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 11,338 | 1,685 | 0.01% | 0.01% | 655 | -12 | -0.11% | Q4 2025 | Jan 29, 2026 |
| Balentine LLC | History | Reduced | 11,325 | 1,683 | 0.06% | 0.07% | 656 | -1,873 | -14.19% | Q4 2025 | Feb 02, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 11,283 | 1,677 | 0.59% | 0.61% | 657 | +35 | 0.31% | Q4 2025 | Feb 10, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | New | 11,065 | 1,670 | 1.82% | — | 658 | +11,065 | New | Q4 2025 | Mar 02, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 11,174 | 1,661 | 0.03% | 0.04% | 659 | +83 | 0.75% | Q4 2025 | Feb 03, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 11,147 | 1,657 | 0.12% | 0.12% | 660 | -317 | -2.77% | Q4 2025 | Jan 07, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 11,032 | 1,640 | 0.72% | 0.71% | 661 | -183 | -1.63% | Q4 2025 | Feb 17, 2026 |
| Salvus Wealth Management, LLC | History | New | 10,996 | 1,634 | 0.91% | — | 662 | +10,996 | New | Q4 2025 | Jan 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 10,942 | 1,627 | 0.05% | 0.03% | 663 | +4,294 | 64.59% | Q4 2025 | Feb 12, 2026 |
| Westmount Partners, LLC | History | Added to | 10,914 | 1,622 | 0.4% | 0.41% | 664 | +130 | 1.21% | Q4 2025 | Jan 15, 2026 |
| Aft, Forsyth & Sober, LLC | History | Reduced | 10,875 | 1,617 | 0.49% | 0.54% | 665 | -1,150 | -9.56% | Q4 2025 | Feb 13, 2026 |
| Legacy Advisors, LLC | History | No change | 10,867 | 1,615 | 0.17% | 0.2% | 666 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MN Wealth Advisors, LLC | History | Reduced | 10,821 | 1,609 | 0.81% | 0.86% | 667 | -255 | -2.3% | Q4 2025 | Feb 02, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 10,803 | 1,606 | 0.88% | 0.9% | 668 | -195 | -1.77% | Q4 2025 | Feb 13, 2026 |
| Invst, LLC | History | Reduced | 10,647 | 1,583 | 0.17% | 0.19% | 669 | -707 | -6.23% | Q4 2025 | Feb 11, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 10,640 | 1,582 | 0.35% | — | 670 | +10,640 | New | Q4 2025 | Feb 18, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 10,623 | 1,579 | 0.29% | 0.28% | 671 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 10,514 | 1,575 | 0.06% | 0.01% | 673 | +9,366 | 815.85% | Q4 2025 | Feb 13, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | No change | 10,598 | 1,575 | 0.12% | 0.1% | 672 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JDH Wealth Management, LLC | History | No change | 10,599 | 1,575 | 1.08% | 1.1% | 674 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 10,587 | 1,574 | 1.1% | 1.19% | 675 | -591 | -5.29% | Q4 2025 | Feb 06, 2026 |
| Visionary Wealth Advisors | History | Reduced | 10,540 | 1,567 | 0.07% | 0.07% | 676 | -72 | -0.68% | Q4 2025 | Feb 13, 2026 |
| Clayton Financial Group LLC | History | New | 10,512 | 1,563 | 0.8% | — | 677 | +10,512 | New | Q4 2025 | Jan 21, 2026 |
| Klingman & Associates, LLC | History | Reduced | 10,510 | 1,562 | 0.08% | 0.09% | 678 | -1,133 | -9.73% | Q4 2025 | Jan 29, 2026 |
| MBL Wealth, LLC | History | Added to | 10,489 | 1,559 | 0.12% | 0.12% | 679 | +1,420 | 15.66% | Q4 2025 | Jan 21, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 10,459 | 1,555 | 1.05% | 0.99% | 680 | +455 | 4.55% | Q4 2025 | Jan 12, 2026 |
| Bouvel Investment Partners, LLC | History | Added to | 10,441 | 1,552 | 0.45% | 0.41% | 681 | +1,253 | 13.64% | Q4 2025 | Jan 23, 2026 |
| RHS Financial, LLC | History | Added to | 10,426 | 1,550 | 0.76% | 0.69% | 682 | +1,309 | 14.36% | Q4 2025 | Jan 16, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 10,423 | 1,549 | 0.05% | 0.05% | 683 | -464 | -4.26% | Q4 2025 | Feb 13, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 10,403 | 1,546 | 0.12% | 0.12% | 684 | +574 | 5.84% | Q4 2025 | Jan 23, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 10,398 | 1,546 | 0.58% | 0.58% | 685 | +31 | 0.3% | Q4 2025 | Feb 06, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 10,312 | 1,533 | 0.88% | 1.0% | 686 | -347 | -3.26% | Q4 2025 | Feb 09, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 10,262 | 1,525 | 0.03% | 0.04% | 687 | -2,000 | -16.31% | Q4 2025 | Feb 18, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 10,205 | 1,517 | 0.26% | 0.28% | 688 | +30 | 0.29% | Q4 2025 | Jan 07, 2026 |
| Patten Group, Inc. | History | Reduced | 10,160 | 1,510 | 0.28% | 0.35% | 689 | -2,353 | -18.8% | Q4 2025 | Jan 23, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 10,152 | 1,509 | 0.21% | 0.19% | 690 | +1,100 | 12.15% | Q4 2025 | Feb 17, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 10,146 | 1,508 | 0.03% | 0.19% | 691 | -330,662 | -97.02% | Q4 2025 | Feb 20, 2026 |
| Index Fund Advisors, Inc. | History | No change | 10,109 | 1,503 | 0.07% | 0.07% | 692 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 10,107 | 1,502 | 0.07% | 0.06% | 693 | -299 | -2.87% | Q4 2025 | Feb 17, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 10,000 | 1,486 | 0.04% | 0.04% | 694 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Chicago Capital, LLC | History | Reduced | 9,974 | 1,483 | 0.04% | 0.04% | 695 | -38 | -0.38% | Q4 2025 | Jan 26, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Added to | 9,972 | 1,482 | 0.6% | 0.55% | 696 | +1,246 | 14.28% | Q4 2025 | Feb 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 9,882 | 1,469 | 0.16% | 0.16% | 697 | -47 | -0.47% | Q4 2025 | Feb 18, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 9,851 | 1,464 | 0.04% | — | 698 | +9,851 | New | Q4 2025 | Feb 09, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 9,819 | 1,459 | 0.12% | 0.13% | 699 | +23 | 0.23% | Q4 2025 | Feb 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 9,730 | 1,457 | 0.1% | 0.1% | 700 | +619 | 6.79% | Q4 2025 | Jan 15, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 9,746 | 1,449 | 0.26% | 0.3% | 701 | -770 | -7.32% | Q4 2025 | Feb 10, 2026 |
| Signature Wealth Management Partners, LLC | History | Added to | 9,744 | 1,448 | 0.72% | 0.73% | 702 | +99 | 1.03% | Q4 2025 | Feb 02, 2026 |
| Focus Financial Network, Inc. | History | Added to | 9,736 | 1,447 | 0.05% | 0.05% | 703 | +998 | 11.42% | Q4 2025 | Jan 12, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 9,704 | 1,442 | 0.45% | 0.45% | 704 | +32 | 0.33% | Q4 2025 | Feb 12, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 9,671 | 1,437 | 0.97% | 1.01% | 705 | +3 | 0.03% | Q4 2025 | Jan 20, 2026 |
| Seaside Wealth Management, Inc. | History | Reduced | 9,610 | 1,428 | 0.41% | 0.43% | 706 | -366 | -3.67% | Q4 2025 | Feb 17, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 9,561 | 1,421 | 0.2% | 0.2% | 707 | -357 | -3.6% | Q4 2025 | Feb 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | Reduced | 9,553 | 1,420 | 0.78% | 0.79% | 708 | -5 | -0.05% | Q4 2025 | Jan 14, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 9,481 | 1,409 | 0.02% | 0.02% | 709 | -104 | -1.09% | Q4 2025 | Jan 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 9,403 | 1,398 | 0.12% | 0.12% | 710 | -164 | -1.71% | Q4 2025 | Feb 12, 2026 |
| Somerset Trust Co | History | No change | 9,385 | 1,395 | 0.43% | 0.42% | 711 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 9,364 | 1,392 | 0.45% | 0.22% | 712 | +108 | 1.17% | Q4 2025 | Jan 27, 2026 |
| Pathway Financial Advisors LLC | History | No change | 9,200 | 1,391 | 0.17% | 0.18% | 713 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 9,318 | 1,385 | 0.1% | 0.12% | 714 | -1,377 | -12.88% | Q4 2025 | Feb 09, 2026 |
| Fielder Capital Group LLC | History | Reduced | 9,302 | 1,383 | 0.29% | 0.32% | 715 | -383 | -3.95% | Q4 2025 | Feb 10, 2026 |
| Curated Wealth Partners LLC | History | No change | 9,301 | 1,382 | 0.15% | 0.16% | 716 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| NorthRock Partners, LLC | History | Added to | 9,281 | 1,380 | 0.02% | 0.02% | 717 | +928 | 11.11% | Q4 2025 | Feb 17, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 9,263 | 1,377 | 0.15% | 0.15% | 718 | -416 | -4.3% | Q4 2025 | Jan 27, 2026 |
| Krilogy Financial LLC | History | No change | 9,082 | 1,376 | 0.05% | 0.05% | 719 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| M3 Wealth Management, LLC | History | New | 9,192 | 1,366 | 1.09% | — | 721 | +9,192 | New | Q4 2025 | Feb 09, 2026 |
| Northstar Financial Companies, Inc. | History | Reduced | 9,192 | 1,366 | 1.09% | 1.7% | 720 | -3,441 | -27.24% | Q4 2025 | Feb 09, 2026 |
| Gibson Capital, LLC | History | Added to | 9,167 | 1,363 | 0.25% | 0.21% | 722 | +1,359 | 17.41% | Q4 2025 | Feb 05, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 9,151 | 1,360 | 0.05% | 0.04% | 723 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Global View Capital Management LLC | History | Reduced | 9,116 | 1,355 | 0.25% | 0.32% | 724 | -1,130 | -11.03% | Q4 2025 | Jan 14, 2026 |
| Oakworth Capital, Inc. | History | No change | 9,066 | 1,348 | 0.07% | 0.08% | 725 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 8,872 | 1,347 | 0.28% | 0.36% | 726 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Baring Financial LLC | History | Reduced | 9,057 | 1,346 | 0.82% | 0.91% | 728 | -97 | -1.06% | Q4 2025 | Jan 07, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 9,053 | 1,346 | 0.23% | 0.2% | 727 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 8,952 | 1,331 | 0.15% | 0.15% | 729 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MAYPORT, LLC | History | No change | 8,827 | 1,312 | 0.26% | 0.28% | 730 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 8,770 | 1,304 | 0.07% | 0.08% | 731 | -382 | -4.17% | Q4 2025 | Feb 04, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 8,767 | 1,303 | 0.66% | 0.71% | 732 | +69 | 0.79% | Q4 2025 | Jan 08, 2026 |
| Base Wealth Management LLC | History | Reduced | 8,754 | 1,301 | 0.7% | 0.73% | 733 | -34 | -0.39% | Q4 2025 | Jan 21, 2026 |
| MATHER GROUP, LLC. | History | Added to | 8,732 | 1,298 | 0.01% | 0.01% | 734 | +330 | 3.93% | Q4 2025 | Jan 13, 2026 |
| Detalus Advisors, LLC | History | Added to | 8,654 | 1,286 | 0.31% | 0.32% | 735 | +247 | 2.94% | Q4 2025 | Feb 03, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 8,508 | 1,264 | 0.63% | 0.64% | 736 | +263 | 3.19% | Q4 2025 | Feb 10, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 8,460 | 1,257 | 0.05% | 0.05% | 737 | +9 | 0.11% | Q4 2025 | Feb 02, 2026 |
| Human Investing LLC | History | Added to | 8,434 | 1,254 | 0.18% | 0.18% | 739 | +239 | 2.92% | Q4 2025 | Jan 27, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 8,439 | 1,254 | 0.17% | 0.2% | 738 | +114 | 1.37% | Q4 2025 | Jan 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 8,403 | 1,249 | 0.04% | 0.05% | 740 | -950 | -10.16% | Q4 2025 | Jan 12, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 8,365 | 1,243 | 0.05% | 0.05% | 741 | -513 | -5.78% | Q4 2025 | Feb 09, 2026 |
| Helium Advisors LLC | History | Reduced | 8,359 | 1,242 | 1.26% | 1.04% | 742 | -230 | -2.68% | Q4 2025 | Feb 12, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 8,324 | 1,237 | 0.26% | 0.26% | 743 | +22 | 0.26% | Q4 2025 | Jan 22, 2026 |
| Petros Family Wealth, LLC | History | Added to | 8,308 | 1,235 | 0.82% | 0.21% | 745 | +6,559 | 375.01% | Q4 2025 | Jan 14, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 8,311 | 1,235 | 0.21% | 0.15% | 744 | +2,349 | 39.4% | Q4 2025 | Jan 26, 2026 |
| Southeast Asset Advisors, LLC | History | Reduced | 8,292 | 1,232 | 0.12% | 0.13% | 746 | -117 | -1.39% | Q4 2025 | Feb 13, 2026 |
| Rodgers & Associates, LTD | History | No change | 8,249 | 1,226 | 0.12% | 0.12% | 747 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Solstein Capital, LLC | History | New | 8,240 | 1,225 | 0.49% | — | 748 | +8,240 | New | Q4 2025 | Feb 13, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 8,178 | 1,215 | 0.18% | 0.18% | 749 | +43 | 0.53% | Q4 2025 | Jan 27, 2026 |
| ATWOOD & PALMER INC | History | No change | 8,127 | 1,208 | 0.07% | 0.07% | 750 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Winter & Associates, Inc. | History | New | 8,112 | 1,206 | 1.11% | — | 751 | +8,112 | New | Q4 2025 | Feb 13, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 8,100 | 1,204 | 0.3% | 0.32% | 752 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ares Financial Consulting, LLC | History | New | 8,029 | 1,193 | 1.14% | — | 754 | +8,029 | New | Q4 2025 | Jan 30, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 8,025 | 1,193 | 0.6% | 0.56% | 753 | +550 | 7.36% | Q4 2025 | Jan 23, 2026 |
| Sylvest Advisors, LLC | History | Reduced | 8,022 | 1,192 | 0.64% | 0.64% | 756 | -159 | -1.94% | Q4 2025 | Jan 20, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 8,020 | 1,192 | 0.22% | 0.22% | 755 | -4 | -0.05% | Q4 2025 | Jan 28, 2026 |
| Elevated Financial Group LLC | History | New | 7,997 | 1,189 | 0.41% | — | 757 | +7,997 | New | Q4 2025 | Jan 29, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 7,843 | 1,166 | 0.11% | 0.06% | 758 | +3,955 | 101.72% | Q4 2025 | Feb 13, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 7,846 | 1,166 | 0.59% | 0.61% | 759 | +80 | 1.03% | Q4 2025 | Feb 06, 2026 |
| KLCM Advisors, Inc. | History | New | 7,836 | 1,165 | 0.1% | — | 760 | +7,836 | New | Q4 2025 | Feb 04, 2026 |
| Grange Capital, LLC | History | Added to | 7,833 | 1,164 | 1.12% | 1.09% | 761 | +106 | 1.37% | Q4 2025 | Feb 03, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 7,742 | 1,151 | 0.03% | 0.03% | 762 | -237 | -2.97% | Q4 2025 | Feb 13, 2026 |
| NWK Group, Inc. | History | Added to | 7,704 | 1,145 | 0.4% | 0.13% | 763 | +5,050 | 190.28% | Q4 2025 | Feb 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 7,680 | 1,141 | 0.01% | 0.01% | 764 | -725 | -8.63% | Q4 2025 | Feb 09, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 7,617 | 1,132 | 0.05% | — | 765 | +7,617 | New | Q4 2025 | Feb 17, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 7,552 | 1,131 | 0.15% | 0.13% | 766 | +112 | 1.51% | Q4 2025 | Feb 11, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 7,605 | 1,130 | 0.03% | 0.03% | 767 | -68 | -0.89% | Q4 2025 | Feb 10, 2026 |
| SFMG, LLC | History | Reduced | 7,505 | 1,115 | 0.07% | 0.08% | 769 | -14 | -0.19% | Q4 2025 | Feb 10, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 7,500 | 1,115 | 0.07% | 0.06% | 768 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 7,468 | 1,110 | 0.49% | — | 771 | +7,468 | New | Q4 2025 | Mar 10, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 7,468 | 1,110 | 0.04% | 0.04% | 770 | -69 | -0.92% | Q4 2025 | Feb 04, 2026 |
| Edgestream Partners, L.P. | History | Added to | 7,431 | 1,104 | 0.03% | 0.01% | 772 | +5,646 | 316.3% | Q4 2025 | Feb 13, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 7,430 | 1,104 | 0.23% | 0.24% | 773 | +3 | 0.04% | Q4 2025 | Jan 26, 2026 |
| 55 North Private Wealth, LLC | History | New | 7,391 | 1,098 | 0.29% | — | 774 | +7,391 | New | Q4 2025 | Jan 27, 2026 |
| Elevation Wealth Management LLC | History | New | 7,336 | 1,090 | 1.05% | — | 775 | +7,336 | New | Q4 2025 | Feb 12, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 7,293 | 1,084 | 0.15% | 0.19% | 776 | -1,727 | -19.15% | Q4 2025 | Jan 22, 2026 |
| WealthShield Partners, LLC | History | Reduced | 7,277 | 1,082 | 0.12% | 0.12% | 777 | -89 | -1.21% | Q4 2025 | Feb 03, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 7,272 | 1,081 | 0.04% | 0.04% | 778 | -13 | -0.18% | Q4 2025 | Feb 13, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | New | 7,253 | 1,078 | 3.27% | — | 779 | +7,253 | New | Q4 2025 | Feb 06, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 7,229 | 1,074 | 0.3% | 0.3% | 780 | -159 | -2.15% | Q4 2025 | Jan 15, 2026 |
| Ascent Group, LLC | History | Reduced | 7,150 | 1,063 | 0.04% | 0.04% | 781 | -59 | -0.82% | Q4 2025 | Jan 20, 2026 |
| Stonekeep Investments, LLC | History | Reduced | 7,097 | 1,055 | 0.67% | 0.66% | 782 | -76 | -1.06% | Q4 2025 | Jan 07, 2026 |
| Orgel Wealth Management, LLC | History | No change | 7,065 | 1,050 | 0.02% | 0.02% | 783 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| IFG Advisory, LLC | History | Added to | 7,052 | 1,048 | 0.05% | 0.05% | 784 | +150 | 2.17% | Q4 2025 | Feb 10, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 7,041 | 1,047 | 0.07% | 0.05% | 785 | +2,232 | 46.41% | Q4 2025 | Feb 11, 2026 |
| KWMG, LLC | History | Reduced | 7,047 | 1,047 | 0.09% | 0.09% | 786 | -2 | -0.03% | Q4 2025 | Jan 16, 2026 |
| One Capital Management, LLC | History | Added to | 7,039 | 1,046 | 0.03% | 0.03% | 787 | +74 | 1.06% | Q4 2025 | Feb 10, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | New | 7,001 | 1,040 | 0.03% | — | 788 | +7,001 | New | Q4 2025 | Feb 17, 2026 |
| EPG Wealth Management LLC | History | Added to | 6,998 | 1,040 | 0.28% | 0.28% | 789 | +35 | 0.5% | Q4 2025 | Jan 28, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 6,992 | 1,039 | 0.23% | 0.25% | 790 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | New | 6,921 | 1,029 | 0.32% | — | 791 | +6,921 | New | Q4 2025 | Jan 08, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 6,885 | 1,023 | 0.06% | 0.06% | 792 | -254 | -3.56% | Q4 2025 | Jan 21, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 6,826 | 1,014 | 0.0% | 0.0% | 793 | -279 | -3.93% | Q4 2025 | Feb 10, 2026 |
| ZEGA Investments, LLC | History | Added to | 6,819 | 1,013 | 0.12% | 0.11% | 794 | +1,127 | 19.8% | Q4 2025 | Jan 27, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 6,805 | 1,011 | 0.0% | 0.0% | 795 | -149 | -2.14% | Q4 2025 | Feb 17, 2026 |
| Rolek Wealth Management LLC | History | Reduced | 6,793 | 1,010 | 0.69% | 0.75% | 796 | -75 | -1.09% | Q4 2025 | Jan 26, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 6,764 | 1,005 | 0.04% | 0.04% | 797 | +41 | 0.61% | Q4 2025 | Jan 14, 2026 |
| San Luis Wealth Advisors LLC | History | Reduced | 6,724 | 999 | 0.17% | 0.18% | 798 | -68 | -1.0% | Q4 2025 | Jan 26, 2026 |
| HCR Wealth Advisors | History | Reduced | 6,716 | 998 | 0.1% | 0.1% | 799 | -31 | -0.46% | Q4 2025 | Jan 27, 2026 |
| TSA Wealth Managment LLC | History | Added to | 6,696 | 995 | 0.33% | 0.33% | 800 | +112 | 1.7% | Q4 2025 | Jan 22, 2026 |