iSHARES TRUST - IVV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 25 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 81,989,099 | 56,157,613 | 0.95% | 0.85% | 1 | +9,722,966 | 13.45% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 33,837,717 | 23,176,805 | 14.66% | 14.91% | 2 | +409,816 | 1.23% | Q4 2025 | Feb 10, 2026 |
| MARSHALL WACE, LLP | History | Added to | 32,452,900 | 22,228,289 | 20.23% | 18.68% | 3 | +4,928,585 | 17.91% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 28,438,860 | 19,478,911 | 3.17% | — | 4 | +28,438,860 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 26,342,326 | 18,042,913 | 5.35% | 5.5% | 5 | -2,228,505 | -7.8% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Reduced | 24,028,236 | 16,457,900 | 0.98% | 0.99% | 6 | -283,412 | -1.17% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 22,993,006 | 15,748,805 | 11.27% | 11.63% | 7 | +257,739 | 1.13% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 21,696,475 | 14,860,783 | 1.08% | 0.77% | 8 | +4,707,612 | 27.71% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 18,859,562 | 12,917,668 | 2.35% | 2.39% | 9 | +112,165 | 0.6% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 18,349,288 | 12,568,165 | 7.66% | 7.79% | 10 | +1,147,543 | 6.67% | Q4 2025 | Feb 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 16,809,463 | 11,513,473 | 38.01% | 30.88% | 11 | +4,854,227 | 40.6% | Q4 2025 | Jan 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 15,763,521 | 10,797,065 | 5.9% | 6.27% | 12 | +310,464 | 2.01% | Q4 2025 | Feb 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 14,494,278 | 9,927,710 | 4.17% | 2.14% | 13 | +6,995,145 | 93.28% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 13,945,522 | 9,551,844 | 1.17% | 1.12% | 14 | +278,615 | 2.04% | Q4 2025 | Mar 25, 2026 |
| Bank of New York Mellon Corp | History | Added to | 13,475,084 | 9,229,624 | 1.63% | 1.61% | 15 | +34,574 | 0.26% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Wealth Partners, LLC | History | New | 12,076 | 8,265,363 | 5.74% | — | 16 | +12,076 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 11,094,121 | 7,598,809 | 0.48% | 0.89% | 17 | -11,011,192 | -49.81% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 10,483,060 | 7,180,266 | 1.96% | 1.97% | 18 | +385,421 | 3.82% | Q4 2025 | Feb 11, 2026 |
| Squarepoint Ops LLC | History | Added to | 10,478,051 | 7,176,836 | 7.64% | 5.54% | 19 | +2,241,167 | 27.21% | Q4 2025 | Feb 13, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 9,298,304 | 6,368,779 | 44.39% | 44.75% | 20 | +71,557 | 0.78% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 9,242,290 | 6,330,414 | 0.81% | 0.75% | 21 | +524,740 | 6.02% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | Added to | 8,324,104 | 5,701,511 | 5.77% | 1.81% | 22 | +5,895,837 | 242.8% | Q4 2025 | Feb 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 8,161,918 | 5,590,424 | 24.76% | 0.77% | 23 | +7,959,263 | 3927.49% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 7,888,687 | 5,402,870 | 1.22% | 1.22% | 24 | -30,242 | -0.38% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 7,648,668 | 5,238,878 | 6.33% | 5.14% | 25 | +1,181,537 | 18.27% | Q4 2025 | Feb 13, 2026 |
| Alberta Investment Management Corp | History | Added to | 7,006,862 | 4,799,280 | 28.38% | 25.14% | 26 | +1,755,204 | 33.42% | Q4 2025 | Feb 19, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,006,744 | 4,799,199 | 6.4% | 6.27% | 27 | +77,350 | 1.12% | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,536,789 | 4,542,414 | 6.16% | 6.61% | 28 | +33,934 | 0.52% | Q4 2025 | Jan 08, 2026 |
| Walleye Capital LLC | History | New | 6,616,070 | 4,531,610 | 13.9% | — | 29 | +6,616,070 | New | Q4 2025 | Feb 13, 2026 |
| Alyeska Investment Group, L.P. | History | Added to | 6,266,876 | 4,291,650 | 12.12% | 12.47% | 30 | +112,365 | 1.83% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 6,024,000 | 4,126,078 | 0.21% | 0.21% | 31 | +3,742 | 0.06% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,727,682 | 3,923,324 | 4.6% | 4.78% | 32 | -295,714 | -4.91% | Q4 2025 | Jan 30, 2026 |
| Mariner, LLC | History | Added to | 5,428,997 | 3,718,593 | 4.43% | 4.45% | 33 | +288,310 | 5.61% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 5,259,028 | 3,602,118 | 1.14% | 1.09% | 34 | +69,731 | 1.34% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,369,066 | 2,992,589 | 0.93% | 0.87% | 35 | +343,801 | 8.54% | Q4 2025 | Feb 18, 2026 |
| Bridgewater Associates, LP | History | Added to | 4,185,589 | 2,866,877 | 10.45% | 10.62% | 36 | +136,289 | 3.37% | Q4 2025 | Feb 13, 2026 |
| National Pension Service | History | No change | 4,119,355 | 2,821,758 | 2.09% | 2.14% | 37 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,095,469 | 2,805,150 | 5.34% | 5.44% | 38 | +109,685 | 2.75% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 4,046,475 | 2,771,592 | 3.03% | 3.04% | 39 | +137,370 | 3.51% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 17,425,305 | 2,639,359 | 3.59% | 3.31% | 40 | +13,946,081 | 400.84% | Q4 2025 | Mar 09, 2026 |
| Korea Investment CORP | History | Added to | 3,649,066 | 2,499,391 | 4.92% | 3.02% | 41 | +1,451,972 | 66.09% | Q4 2025 | Feb 13, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 3,581,847 | 2,453,350 | 17.99% | 18.18% | 42 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 3,345,592 | 2,291,529 | 3.39% | 2.41% | 43 | +1,311,500 | 64.48% | Q4 2025 | Feb 13, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 3,235,273 | 2,235,282 | 6.22% | 6.28% | 44 | -1,568 | -0.05% | Q4 2025 | Jan 27, 2026 |
| UBS Group AG | History | Reduced | 3,248,974 | 2,225,352 | 0.36% | 0.5% | 45 | -1,523,227 | -31.92% | Q4 2025 | Jan 29, 2026 |
| Michael & Susan Dell Foundation | History | Added to | 3,187,927 | 2,183,538 | 75.69% | 85.83% | 46 | +42,230 | 1.34% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 3,156,643 | 2,162,111 | 0.25% | 0.15% | 47 | +1,179,881 | 59.69% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 3,152,922 | 2,159,562 | 7.58% | 7.56% | 48 | +87,784 | 2.86% | Q4 2025 | Feb 06, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 3,151,754 | 2,158,762 | 7.73% | 7.33% | 49 | +34,964 | 1.12% | Q4 2025 | Jan 30, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | New | 2,958,300 | 2,026,258 | 2.03% | — | 50 | +2,958,300 | New | Q4 2025 | Feb 17, 2026 |
| Kedalion Capital Management LLP | History | Added to | 2,889,500 | 1,979,134 | 48.59% | 59.95% | 51 | +504,500 | 21.15% | Q4 2025 | Jan 21, 2026 |
| MKP Capital Management, L.L.C. | History | Added to | 2,790,672 | 1,911,442 | 68.04% | 50.31% | 52 | +851,266 | 43.89% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 2,755,114 | 1,887,087 | 0.65% | 1.12% | 53 | -1,598,216 | -36.71% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,727,210 | 1,867,975 | 2.49% | 2.47% | 54 | -118,815 | -4.17% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,689,285 | 1,841,999 | 2.01% | 1.99% | 55 | +73,428 | 2.81% | Q4 2025 | Feb 06, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 2,663,792 | 1,824,537 | 14.52% | 18.4% | 56 | -2,593,980 | -49.34% | Q4 2025 | Feb 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 2,649,231 | 1,814,564 | 3.04% | 3.16% | 57 | +37,788 | 1.45% | Q4 2025 | Feb 13, 2026 |
| MACQUARIE GROUP LTD | History | Added to | 2,619,538 | 1,794,226 | 7.84% | 1.32% | 58 | +930,170 | 55.06% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 2,547,714 | 1,745,032 | 2.54% | 2.51% | 59 | +237,746 | 10.29% | Q4 2025 | Feb 11, 2026 |
| Choate Investment Advisors | History | Reduced | 2,443,219 | 1,673,458 | 32.84% | 36.07% | 60 | -162,200 | -6.23% | Q4 2025 | Feb 09, 2026 |
| Cresset Asset Management, LLC | History | Added to | 2,302,105 | 1,576,803 | 6.64% | 6.5% | 61 | +71,634 | 3.21% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 2,249,174 | 1,541,018 | 5.94% | — | 62 | +2,249,174 | New | Q4 2025 | Feb 13, 2026 |
| BlueCrest Capital Management Ltd | History | New | 2,222,669 | 1,522,394 | 45.71% | — | 63 | +2,222,669 | New | Q4 2025 | Feb 17, 2026 |
| SWISS RE LTD | History | New | 2,222,431 | 1,521,953 | 99.26% | — | 64 | +2,222,431 | New | Q4 2025 | Feb 12, 2026 |
| AIA Group Ltd | History | Reduced | 2,176,752 | 1,490,944 | 22.31% | 27.83% | 65 | -175,771 | -7.47% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Wealth | History | Added to | 2,096,127 | 1,435,647 | 1.64% | 1.8% | 66 | +432,244 | 25.98% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,904,188 | 1,304,254 | 0.2% | 0.23% | 67 | -374,476 | -16.43% | Q4 2025 | Feb 12, 2026 |
| Verition Fund Management LLC | History | Added to | 1,880,628 | 1,288,117 | 5.06% | 4.16% | 68 | +376,110 | 25.0% | Q4 2025 | Feb 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 1,871,052 | 1,285,831 | 0.66% | 0.2% | 69 | +1,334,300 | 248.59% | Q4 2025 | Mar 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,847,391 | 1,265,351 | 3.08% | 3.18% | 70 | +67,918 | 3.82% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 1,789,727 | 1,225,855 | 0.63% | 0.27% | 71 | +994,763 | 125.13% | Q4 2025 | Feb 02, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 1,780,940 | 1,219,837 | 2.39% | 1.2% | 72 | +818,601 | 85.06% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 1,778,949 | 1,218,473 | 0.91% | 0.86% | 73 | +10,733 | 0.61% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Reduced | 1,730,714 | 1,185,435 | 6.82% | 7.22% | 74 | -2,250 | -0.13% | Q4 2025 | Feb 13, 2026 |
| BARINGS LLC | History | Added to | 1,717,450 | 1,184,903 | 21.83% | 20.35% | 75 | +114,197 | 7.12% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,702,892 | 1,166,378 | 3.7% | 3.69% | 76 | -20,886 | -1.21% | Q4 2025 | Feb 02, 2026 |
| ALLIANZ SE | History | Added to | 1,696,376 | 1,161,915 | 14.96% | 23.34% | 77 | +55,636 | 3.39% | Q4 2025 | Feb 13, 2026 |
| Jain Global LLC | History | Added to | 1,685,361 | 1,154,371 | 5.58% | 3.15% | 78 | +694,205 | 70.04% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 1,653,813 | 1,132,762 | 1.44% | 1.4% | 79 | +6,852 | 0.42% | Q4 2025 | Feb 17, 2026 |
| Align Financial, LLC | History | New | 1,118,082 | 1,118,082 | 0.65% | — | 80 | +1,118,082 | New | Q4 2025 | Feb 17, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 1,625,498 | 1,113,368 | 36.83% | 36.94% | 81 | +100,758 | 6.61% | Q4 2025 | Feb 11, 2026 |
| Jasper Ridge Partners, L.P. | History | Reduced | 1,616,483 | 1,107,194 | 24.53% | 24.56% | 82 | -12,971 | -0.8% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,604,461 | 1,099,908 | 1.61% | 1.58% | 83 | -104,473 | -6.11% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 1,559,079 | 1,067,875 | 12.14% | 11.96% | 84 | -18,273 | -1.16% | Q4 2025 | Feb 13, 2026 |
| Constellation Investments, Inc. | History | Added to | 1,505,047 | 1,030,866 | 31.82% | 31.6% | 85 | +494,675 | 48.96% | Q4 2025 | Jan 21, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 1,504,300 | 1,030,355 | 12.02% | 13.62% | 86 | +97,400 | 6.92% | Q4 2025 | Feb 05, 2026 |
| GREENLEAF TRUST | History | Reduced | 1,472,903 | 1,008,850 | 9.25% | 12.37% | 87 | -560,372 | -27.56% | Q4 2025 | Jan 21, 2026 |
| Woodline Partners LP | History | New | 1,467,676 | 1,005,269 | 3.89% | — | 88 | +1,467,676 | New | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 1,435,788 | 983,429 | 2.66% | 2.73% | 89 | +81,868 | 6.05% | Q4 2025 | Jan 26, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 1,432,792 | 981,376 | 1.82% | 60.36% | 90 | +1,413,365 | 7275.26% | Q4 2025 | Feb 17, 2026 |
| Freestone Grove Partners LP | History | Added to | 1,430,000 | 979,464 | 7.08% | 1.5% | 91 | +1,129,330 | 375.6% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Added to | 1,420,800 | 973,162 | 1.36% | 1.1% | 92 | +155,045 | 12.25% | Q4 2025 | Feb 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 1,410,609 | 966,182 | 7.9% | 7.64% | 93 | +44,059 | 3.22% | Q4 2025 | Feb 13, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Reduced | 1,381,225 | 946,056 | 10.7% | 11.48% | 94 | -100,437 | -6.78% | Q4 2025 | Feb 06, 2026 |
| Alaska Permanent Fund Corp | History | Added to | 1,323,000 | 919,524 | 58.85% | 54.14% | 95 | +5,000 | 0.38% | Q4 2025 | Feb 12, 2026 |
| Blue Sparrow, LLC /DE | History | New | 1,340,000 | 917,819 | 17.28% | — | 96 | +1,340,000 | New | Q4 2025 | Feb 18, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Added to | 1,336,134 | 915,183 | 27.25% | 22.92% | 97 | +548,898 | 69.72% | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Added to | 1,309,001 | 896,587 | 2.88% | 2.92% | 98 | +10,723 | 0.83% | Q4 2025 | Jan 30, 2026 |
| UNC Management Company, Inc. | History | Added to | 1,302,361 | 892,039 | 80.71% | 76.27% | 99 | +289,304 | 28.56% | Q4 2025 | Feb 17, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 1,298,927 | 889,687 | 23.01% | 23.47% | 100 | +4,601 | 0.36% | Q4 2025 | Jan 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,277,205 | 874,809 | 2.01% | 1.9% | 101 | +78,212 | 6.52% | Q4 2025 | Feb 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,271,953 | 871,211 | 5.25% | 4.1% | 102 | +417,817 | 48.92% | Q4 2025 | Feb 17, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 1,245,586 | 853,151 | 31.93% | 31.28% | 103 | -29 | -0.0% | Q4 2025 | Feb 12, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 1,235,021 | 845,915 | 12.3% | 12.1% | 104 | +26,033 | 2.15% | Q4 2025 | Feb 09, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,191,579 | 816,160 | 6.61% | 7.61% | 105 | +50,485 | 4.42% | Q4 2025 | Feb 17, 2026 |
| BANK OF KOREA | History | New | 1,176,987 | 806,165 | 35.3% | — | 106 | +1,176,987 | New | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 1,175,000 | 804,804 | 0.44% | — | 107 | +1,175,000 | New | Q4 2025 | Feb 17, 2026 |
| Japan Science & Technology Agency | History | No change | 1,170,800 | 801,927 | 14.73% | 13.95% | 108 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 1,170,047 | 801,411 | 2.5% | 1.84% | 109 | +305,347 | 35.31% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 1,127,525 | 772,286 | 4.21% | 3.93% | 110 | +162,752 | 16.87% | Q4 2025 | Feb 12, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 1,109,966 | 760,260 | 4.87% | 0.0% | 111 | +1,109,550 | 266718.75% | Q4 2025 | Jan 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,081,941 | 741,066 | 1.33% | 1.09% | 112 | +248,631 | 29.84% | Q4 2025 | Mar 16, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 1,064,173 | 728,894 | 3.19% | 17.7% | 113 | -6,213,109 | -85.38% | Q4 2025 | Feb 12, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 1,061,013 | 726,730 | 7.14% | 8.1% | 114 | +154,925 | 17.1% | Q4 2025 | Feb 10, 2026 |
| LMR Partners LLP | History | Added to | 1,040,000 | 712,337 | 1.34% | 0.44% | 115 | +890,000 | 593.33% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 1,029,808 | 705,357 | 2.81% | 2.55% | 116 | +16,435 | 1.62% | Q4 2025 | Jan 29, 2026 |
| Simplify Asset Management Inc. | History | Added to | 1,010,106 | 691,862 | 11.29% | 12.25% | 117 | +16,303 | 1.64% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 997,615 | 683,306 | 1.81% | 1.85% | 118 | -10,362 | -1.03% | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Added to | 988,047 | 676,753 | 1.38% | 0.23% | 119 | +826,373 | 511.14% | Q4 2025 | Jan 23, 2026 |
| BESSEMER GROUP INC | History | Reduced | 966,561 | 662,036 | 1.02% | 1.05% | 120 | -62,493 | -6.07% | Q4 2025 | Feb 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 943,724 | 646,394 | 1.01% | 0.86% | 121 | +145,405 | 18.21% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 927,131 | 638,404 | 1.13% | 1.22% | 122 | -1,267 | -0.14% | Q4 2025 | Feb 05, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 920,566 | 630,660 | 0.15% | 0.15% | 123 | +13,710 | 1.51% | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 895,413 | 613,304 | 5.2% | 4.56% | 124 | +22,482 | 2.58% | Q4 2025 | Jan 05, 2026 |
| Nationwide Fund Advisors | History | Reduced | 867,801 | 594,391 | 25.45% | 32.95% | 125 | -24,650 | -2.76% | Q4 2025 | Jan 23, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 867,648 | 594,286 | 22.14% | 20.46% | 126 | +98,307 | 12.78% | Q4 2025 | Feb 13, 2026 |
| Circle Wealth Management, LLC | History | Added to | 864,965 | 592,449 | 9.12% | 9.87% | 127 | +107,422 | 14.18% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 834,790 | 571,819 | 10.46% | 10.03% | 128 | +16,248 | 1.98% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 824,931 | 565,028 | 0.26% | 1.14% | 129 | -2,364,112 | -74.13% | Q4 2025 | Feb 10, 2026 |
| FIL Ltd | History | Reduced | 807,627 | 553,176 | 0.41% | 0.49% | 130 | -117,794 | -12.73% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 803,369 | 550,259 | 2.0% | 2.14% | 131 | +98,706 | 14.01% | Q4 2025 | Feb 18, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 785,208 | 541,730 | 0.41% | — | 132 | +785,208 | New | Q4 2025 | Feb 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 781,814 | 535,495 | 6.9% | 6.77% | 133 | +31,281 | 4.17% | Q4 2025 | Feb 09, 2026 |
| &PARTNERS | History | Added to | 774,856 | 530,964 | 2.78% | 3.06% | 134 | +55,394 | 7.7% | Q4 2025 | Feb 17, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 761,651 | 521,685 | 13.88% | 10.66% | 135 | +180,344 | 31.02% | Q4 2025 | Jan 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 759,861 | 520,459 | 5.58% | 6.02% | 136 | +164,054 | 27.53% | Q4 2025 | Jan 23, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Added to | 751,000 | 514,389 | 14.09% | 3.32% | 137 | +591,000 | 369.38% | Q4 2025 | Feb 13, 2026 |
| BW Gestao de Investimentos Ltda. | History | Added to | 738,842 | 506,062 | 11.42% | 4.54% | 138 | +583,842 | 376.67% | Q4 2025 | Feb 10, 2026 |
| Haverford Trust Co | History | Added to | 731,349 | 500,930 | 4.47% | 2.86% | 139 | +257,695 | 54.41% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 713,159 | 489,191 | 0.75% | 0.74% | 140 | +51,794 | 7.83% | Q4 2025 | Feb 18, 2026 |
| Tidal Investments LLC | History | Added to | 703,368 | 481,764 | 1.14% | 0.85% | 141 | +67,759 | 10.66% | Q4 2025 | Feb 13, 2026 |
| P/E Global LLC | History | New | 699,413 | 479,055 | 34.52% | — | 142 | +699,413 | New | Q4 2025 | Jan 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 694,671 | 475,807 | 1.96% | 2.02% | 143 | +34,304 | 5.19% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Added to | 689,788 | 472,463 | 6.28% | 6.45% | 144 | +34,398 | 5.25% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 683,931 | 468,470 | 0.42% | 0.4% | 145 | +32,787 | 5.04% | Q4 2025 | Feb 13, 2026 |
| Truepoint, Inc. | History | Added to | 682,349 | 467,368 | 10.52% | 10.34% | 146 | +17,985 | 2.71% | Q4 2025 | Feb 11, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | Reduced | 674,149 | 461,751 | 34.66% | 32.7% | 147 | -47,716 | -6.61% | Q4 2025 | Feb 12, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 670,026 | 458,927 | 13.58% | 13.56% | 148 | +8,718 | 1.32% | Q4 2025 | Jan 23, 2026 |
| Heritage Wealth Advisors | History | Added to | 662,356 | 453,674 | 17.33% | 19.2% | 149 | +6,811 | 1.04% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 644,891 | 441,711 | 3.02% | 3.18% | 150 | -557 | -0.09% | Q4 2025 | Feb 17, 2026 |
| Matson Money. Inc. | History | Added to | 640,430 | 438,656 | 13.86% | 13.8% | 151 | +13,900 | 2.22% | Q4 2025 | Jan 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 639,697 | 438,154 | 2.63% | 2.41% | 152 | +50,659 | 8.6% | Q4 2025 | Feb 09, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 632,560 | 433,265 | 1.5% | 1.33% | 153 | +137,188 | 27.69% | Q4 2025 | Jan 28, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 632,445 | 433,187 | 15.76% | 15.59% | 154 | +13,762 | 2.22% | Q4 2025 | Feb 02, 2026 |
| Swan Global Investments, LLC | History | Reduced | 629,609 | 431,244 | 12.76% | 13.59% | 155 | -97,000 | -13.35% | Q4 2025 | Feb 11, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 628,619 | 430,566 | 8.04% | 8.65% | 156 | -9,741 | -1.53% | Q4 2025 | Feb 06, 2026 |
| ASPIRIANT, LLC | History | Added to | 627,909 | 430,078 | 12.36% | 12.25% | 157 | +29,480 | 4.93% | Q4 2025 | Jan 20, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 624,708 | 427,887 | 29.79% | 29.67% | 158 | +12,552 | 2.05% | Q4 2025 | Jan 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 622,585 | 426,433 | 2.34% | 2.38% | 159 | +2,984 | 0.48% | Q4 2025 | Feb 12, 2026 |
| CKW FINANCIAL GROUP | History | Reduced | 621,471 | 425,670 | 46.16% | 46.12% | 160 | -8,246 | -1.31% | Q4 2025 | Jan 26, 2026 |
| Main Management Fund Advisors LLC | History | Added to | 617,500 | 422,950 | 38.56% | 36.55% | 161 | +54,100 | 9.6% | Q4 2025 | Feb 10, 2026 |
| Capula Management Ltd | History | Reduced | 616,758 | 422,442 | 2.12% | 34.77% | 162 | -9,817,612 | -94.09% | Q4 2025 | Feb 13, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 602,552 | 412,712 | 20.97% | 22.78% | 163 | -53,186 | -8.11% | Q4 2025 | Feb 03, 2026 |
| GENWORTH FINANCIAL INC | History | No change | 601,470 | 411,970 | 92.41% | 92.08% | 164 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 593,551 | 406,547 | 0.97% | 1.03% | 165 | -42,145 | -6.63% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 585,720 | 401,183 | 0.06% | 0.07% | 166 | -56,249 | -8.76% | Q4 2025 | Feb 17, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 557,287 | 381,708 | 8.42% | 8.36% | 167 | +9,889 | 1.81% | Q4 2025 | Jan 07, 2026 |
| Apollo Management Holdings, L.P. | History | New | 551,725 | 377,898 | 3.09% | — | 168 | +551,725 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Management, Inc | History | Added to | 544,435 | 372,905 | 21.49% | 21.18% | 169 | +6,903 | 1.28% | Q4 2025 | Jan 21, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 544,345 | 372,843 | 9.8% | 9.72% | 170 | +29,354 | 5.7% | Q4 2025 | Feb 13, 2026 |
| Man Group plc | History | New | 540,865 | 370,460 | 0.63% | — | 171 | +540,865 | New | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 540,665 | 370,323 | 2.8% | 2.86% | 172 | +2,703 | 0.5% | Q4 2025 | Feb 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 535,002 | 366,444 | 6.69% | 7.09% | 173 | -9,890 | -1.82% | Q4 2025 | Jan 23, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 532,101 | 364,457 | 2.24% | 2.19% | 174 | +10,537 | 2.02% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 527,029 | 360,983 | 0.01% | 0.01% | 175 | -19,800 | -3.62% | Q4 2025 | Feb 13, 2026 |
| Bank of Finland | History | Added to | 522,156 | 357,645 | 24.84% | 21.32% | 176 | +1,853 | 0.36% | Q4 2025 | Jan 15, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 520,330 | 356,394 | 1.9% | 1.85% | 177 | +10,823 | 2.12% | Q4 2025 | Jan 13, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Reduced | 519,061 | 355,530 | 1.85% | 2.4% | 178 | -131,386 | -20.2% | Q4 2025 | Feb 17, 2026 |
| Klingman & Associates, LLC | History | Added to | 514,195 | 352,192 | 16.99% | 17.14% | 179 | +6,574 | 1.3% | Q4 2025 | Jan 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 508,713 | 348,437 | 2.56% | 2.32% | 180 | +62,004 | 13.88% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 506,948 | 347,230 | 1.99% | 1.99% | 181 | +40,031 | 8.57% | Q4 2025 | Jan 26, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 506,654 | 347,027 | 12.17% | 12.17% | 182 | +13,379 | 2.71% | Q4 2025 | Jan 15, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 502,104 | 343,911 | 17.9% | 16.79% | 183 | +33,093 | 7.06% | Q4 2025 | Jan 26, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 500,569 | 342,859 | 16.28% | 16.3% | 184 | -1,302 | -0.26% | Q4 2025 | Jan 23, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 492,966 | 337,652 | 25.75% | 26.64% | 185 | -14,393 | -2.84% | Q4 2025 | Jan 23, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 491,069 | 336,352 | 0.93% | 1.03% | 186 | +352 | 0.07% | Q4 2025 | Jan 26, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 490,212 | 335,765 | 23.17% | 23.36% | 187 | +3,657 | 0.75% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 488,420 | 334,538 | 0.9% | 0.8% | 188 | +42,108 | 9.43% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 476,729 | 326,531 | 4.81% | 3.77% | 189 | +104,422 | 28.05% | Q4 2025 | Feb 09, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 475,585 | 325,747 | 15.05% | 12.9% | 190 | +85,531 | 21.93% | Q4 2025 | Feb 11, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 472,993 | 323,972 | 26.66% | 26.66% | 191 | +10,226 | 2.21% | Q4 2025 | Jan 27, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | New | 467,000 | 319,866 | 1.9% | — | 192 | +467,000 | New | Q4 2025 | Feb 04, 2026 |
| GR FINANCIAL GROUP, LLC | History | Reduced | 460,626 | 315,501 | 70.89% | 71.63% | 193 | -2,350 | -0.51% | Q4 2025 | Feb 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 457,655 | 313,466 | 4.2% | 4.0% | 194 | +21,143 | 4.84% | Q4 2025 | Jan 30, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 453,493 | 310,615 | 1.7% | 1.61% | 195 | -47,623 | -9.5% | Q4 2025 | Jan 29, 2026 |
| Lido Advisors, LLC | History | Added to | 456,687 | 310,022 | 0.93% | 0.88% | 196 | +38,313 | 9.16% | Q4 2025 | Feb 10, 2026 |
| Norinchukin Bank, The | History | No change | 448,980 | 307,524 | 3.58% | 4.03% | 197 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Adventist Health System/ West | History | New | 448,668 | 307,310 | 51.65% | — | 198 | +448,668 | New | Q4 2025 | Feb 18, 2026 |
| TORONTO DOMINION BANK | History | Added to | 442,045 | 302,774 | 0.45% | 0.01% | 199 | +432,855 | 4710.07% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 440,466 | 301,728 | 0.25% | — | 200 | +440,466 | New | Q4 2025 | Feb 13, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 437,911 | 299,942 | 18.16% | 17.92% | 201 | +10,781 | 2.52% | Q4 2025 | Jan 07, 2026 |
| SUN LIFE FINANCIAL INC | History | Reduced | 435,931 | 298,586 | 15.67% | 15.85% | 202 | -28,548 | -6.15% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO | History | Added to | 428,003 | 297,414 | 3.22% | 3.26% | 203 | +1,598 | 0.37% | Q4 2025 | Jan 26, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 432,901 | 296,511 | 3.74% | 3.84% | 204 | -4,593 | -1.05% | Q4 2025 | Feb 09, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 431,739 | 295,714 | 13.3% | 12.24% | 205 | +60,778 | 16.38% | Q4 2025 | Feb 17, 2026 |
| Hirtle Callaghan & Co LLC | History | Added to | 431,704 | 295,691 | 10.07% | 9.73% | 206 | +17,946 | 4.34% | Q4 2025 | Feb 04, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 430,620 | 294,948 | 0.5% | 0.49% | 207 | +4,426 | 1.04% | Q4 2025 | Feb 12, 2026 |
| SummitTX Capital, L.P. | History | Added to | 430,000 | 294,524 | 8.88% | 10.63% | 208 | +45,300 | 11.78% | Q4 2025 | Feb 17, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 427,413 | 292,752 | 18.01% | 18.39% | 209 | -3,711 | -0.86% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 418,152 | 286,409 | 0.15% | 0.12% | 210 | +136,824 | 48.64% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 415,572 | 284,641 | 2.0% | 2.21% | 211 | +25,250 | 6.47% | Q4 2025 | Feb 18, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 414,533 | 283,930 | 35.76% | 36.09% | 212 | -5,314 | -1.27% | Q4 2025 | Feb 06, 2026 |
| TOEWS CORP /ADV | History | Reduced | 414,000 | 283,565 | 41.24% | 39.88% | 213 | -2,990 | -0.72% | Q4 2025 | Jan 30, 2026 |
| Robinhood Asset Management, LLC | History | New | 412,993 | 282,875 | 22.54% | — | 214 | +412,993 | New | Q4 2025 | Jan 21, 2026 |
| Gotham Asset Management, LLC | History | Added to | 407,700 | 279,250 | 1.02% | 1.12% | 215 | +24,860 | 6.49% | Q4 2025 | Feb 17, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 403,913 | 276,656 | 0.66% | 0.66% | 216 | -46,629 | -10.35% | Q4 2025 | Jan 30, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 403,209 | 276,174 | 16.79% | 17.11% | 217 | +2,769 | 0.69% | Q4 2025 | Feb 18, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 402,455 | 275,657 | 4.78% | 2.09% | 218 | +268,105 | 199.56% | Q4 2025 | Feb 09, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 398,267 | 272,816 | 21.57% | 24.79% | 219 | -4,904 | -1.22% | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL PLC | History | Reduced | 393,342 | 269,415 | 2.14% | 1.99% | 220 | -11,208 | -2.77% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 392,760 | 269,017 | 0.38% | 0.5% | 221 | -107,940 | -21.56% | Q4 2025 | Feb 17, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 388,718 | 266,248 | 4.8% | 4.62% | 222 | +9,354 | 2.47% | Q4 2025 | Feb 17, 2026 |
| TAIYO LIFE INSURANCE CO | History | No change | 385,475 | 264,027 | 22.6% | 22.61% | 223 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 385,117 | 263,782 | 1.24% | 1.25% | 224 | +4,172 | 1.1% | Q4 2025 | Feb 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 380,174 | 260,396 | 7.2% | 7.21% | 225 | +422 | 0.11% | Q4 2025 | Feb 03, 2026 |
| Steele Capital Management, Inc. | History | Added to | 377,396 | 258,493 | 11.09% | 11.13% | 226 | +2,346 | 0.63% | Q4 2025 | Jan 27, 2026 |
| GOLDENTREE ASSET MANAGEMENT LP | History | New | 376,000 | 257,537 | 13.96% | — | 227 | +376,000 | New | Q4 2025 | Feb 17, 2026 |
| USS Investment Management Ltd | History | Reduced | 373,967 | 256,126 | 1.19% | 3.04% | 228 | -624,548 | -62.55% | Q4 2025 | Feb 13, 2026 |
| RKL Wealth Management LLC | History | Reduced | 370,634 | 253,861 | 20.84% | 21.67% | 229 | -9,174 | -2.42% | Q4 2025 | Feb 12, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 369,000 | 252,742 | 10.25% | — | 230 | +369,000 | New | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | Added to | 365,845 | 250,581 | 3.52% | 3.39% | 231 | +579 | 0.16% | Q4 2025 | Feb 03, 2026 |
| Ashford Advisors, LLC | History | Reduced | 365,804 | 250,554 | 54.86% | 54.98% | 232 | -5,540 | -1.49% | Q4 2025 | Jan 23, 2026 |
| Missouri Education Pension Trust | History | New | 364,437 | 249,617 | 71.44% | — | 233 | +364,437 | New | Q4 2025 | Feb 10, 2026 |
| JNBA Financial Advisors | History | Added to | 364,404 | 249,594 | 21.8% | 21.44% | 234 | +11,824 | 3.35% | Q4 2025 | Jan 26, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 362,412 | 248,230 | 33.03% | 33.56% | 235 | -28,469 | -7.28% | Q4 2025 | Jan 05, 2026 |
| BSN Capital Partners Ltd | History | New | 364,602 | 247,017 | 11.64% | — | 236 | +364,602 | New | Q4 2025 | Mar 04, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 358,706 | 245,692 | 0.04% | 0.04% | 237 | +2,853 | 0.8% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 353,008 | 241,789 | 0.49% | 0.45% | 238 | +107,961 | 44.06% | Q4 2025 | Feb 17, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 350,929 | 240,365 | 4.0% | 2.64% | 239 | +119,154 | 51.41% | Q4 2025 | Feb 03, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 342,723 | 234,745 | 2.65% | 2.68% | 240 | +3,408 | 1.0% | Q4 2025 | Jan 20, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Reduced | 338,605 | 231,924 | 6.76% | 7.52% | 241 | -22,679 | -6.28% | Q4 2025 | Jan 20, 2026 |
| DAIDO LIFE INSURANCE CO | History | Reduced | 335,437 | 229,754 | 32.32% | 35.62% | 242 | -34,465 | -9.32% | Q4 2025 | Feb 06, 2026 |
| Legacy Private Trust Co. | History | Added to | 333,049 | 228,118 | 13.39% | 13.14% | 243 | +3,711 | 1.13% | Q4 2025 | Jan 08, 2026 |
| Endurance Services Ltd | History | Added to | 332,601 | 227,811 | 40.32% | 37.25% | 244 | +250 | 0.08% | Q4 2025 | Feb 11, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 331,468 | 227,035 | 28.47% | 28.7% | 245 | -3,226 | -0.96% | Q4 2025 | Jan 23, 2026 |
| SOFI WEALTH, LLC | History | Added to | 330,274 | 226,218 | 11.28% | 11.36% | 246 | +15,022 | 4.77% | Q4 2025 | Jan 30, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 327,967 | 225,047 | 0.36% | 0.37% | 247 | -17,827 | -5.16% | Q4 2025 | Jan 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 325,676 | 223,068 | 0.38% | 0.28% | 248 | +18,245 | 5.93% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 319,880 | 219,098 | 3.8% | 3.74% | 249 | +5,354 | 1.7% | Q4 2025 | Jan 22, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 315,708 | 216,240 | 34.79% | 34.46% | 250 | -35,066 | -10.0% | Q4 2025 | Jan 21, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 312,943 | 214,347 | 0.13% | 0.1% | 251 | +42,685 | 15.79% | Q4 2025 | Jan 23, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 308,181 | 211,085 | 8.86% | 8.95% | 252 | -2,199 | -0.71% | Q4 2025 | Feb 10, 2026 |
| Glenview Trust Co | History | Added to | 305,206 | 209,047 | 3.23% | 3.24% | 253 | +166 | 0.05% | Q4 2025 | Feb 09, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 303,938 | 208,178 | 12.65% | 13.07% | 254 | +515 | 0.17% | Q4 2025 | Jan 29, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 301,140 | 206,263 | 15.37% | 14.67% | 255 | +17,659 | 6.23% | Q4 2025 | Jan 16, 2026 |
| ALLSTATE CORP | History | Added to | 300,229 | 205,638 | 2.81% | 4.53% | 256 | +3,600 | 1.21% | Q4 2025 | Feb 09, 2026 |
| ExodusPoint Capital Management, LP | History | New | 300,000 | 205,491 | 1.61% | — | 257 | +300,000 | New | Q4 2025 | Feb 17, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 297,909 | 204,049 | 21.83% | 22.93% | 258 | -2,522 | -0.84% | Q4 2025 | Jan 08, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Added to | 295,328 | 202,282 | 39.1% | 36.97% | 259 | +36,112 | 13.93% | Q4 2025 | Feb 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 295,377 | 202,279 | 0.54% | 0.43% | 260 | +30,453 | 11.49% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 295,252 | 202,229 | 3.12% | 2.96% | 261 | +26,449 | 9.84% | Q4 2025 | Feb 12, 2026 |
| Vestwell Advisors, LLC | History | Added to | 294,414 | 201,655 | 29.79% | 23.48% | 262 | +196,048 | 199.3% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Added to | 293,582 | 201,114 | 5.55% | 5.58% | 263 | +540 | 0.18% | Q4 2025 | Jan 30, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 290,714 | 199,122 | 9.8% | 9.22% | 264 | +22,989 | 8.59% | Q4 2025 | Feb 11, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 290,483 | 198,963 | 4.41% | 1.5% | 265 | -282,486 | -49.3% | Q4 2025 | Feb 20, 2026 |
| Soundwatch Capital LLC | History | Added to | 290,366 | 198,883 | 30.85% | 29.29% | 266 | +17,521 | 6.42% | Q4 2025 | Feb 10, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 289,946 | 198,595 | 1.6% | 1.6% | 267 | -1,974 | -0.68% | Q4 2025 | Jan 27, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 288,891 | 197,872 | 7.46% | 7.23% | 268 | -3,541 | -1.21% | Q4 2025 | Feb 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 288,691 | 197,730 | 0.76% | 0.72% | 269 | +16,704 | 6.14% | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 288,582 | 197,661 | 1.59% | 1.62% | 270 | +24,584 | 9.31% | Q4 2025 | Jan 26, 2026 |
| FORM Wealth Advisors, LLC | History | New | 283,872 | 194,435 | 22.76% | — | 271 | +283,872 | New | Q4 2025 | Jan 28, 2026 |
| Ellenbecker Investment Group | History | Reduced | 281,438 | 192,768 | 26.97% | 28.64% | 272 | -8,581 | -2.96% | Q4 2025 | Jan 30, 2026 |
| JB Capital LLC | History | Added to | 280,814 | 192,340 | 7.85% | 7.87% | 273 | +8,335 | 3.06% | Q4 2025 | Jan 20, 2026 |
| Bangor Savings Bank | History | Added to | 277,807 | 190,281 | 15.31% | 14.82% | 274 | +12,005 | 4.52% | Q4 2025 | Jan 16, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 276,989 | 189,801 | 19.75% | 20.01% | 275 | +3,328 | 1.22% | Q4 2025 | Feb 12, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 274,986 | 188,348 | 23.67% | 23.78% | 276 | -1,490 | -0.54% | Q4 2025 | Jan 07, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | Reduced | 274,220 | 187,824 | 3.63% | 3.52% | 277 | -4,952 | -1.77% | Q4 2025 | Feb 06, 2026 |
| Dakota Wealth Management | History | Added to | 273,774 | 187,518 | 3.33% | 3.59% | 278 | +7,833 | 2.95% | Q4 2025 | Jan 13, 2026 |
| Lee Financial Co | History | Reduced | 273,052 | 187,024 | 25.23% | 23.82% | 279 | -10,808 | -3.81% | Q4 2025 | Jan 22, 2026 |
| BLB&B Advisors, LLC | History | Added to | 271,761 | 186,140 | 7.78% | 7.51% | 280 | +11,959 | 4.6% | Q4 2025 | Jan 26, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 271,624 | 186,046 | 8.63% | 9.13% | 281 | +14,303 | 5.56% | Q4 2025 | Jan 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 267,421 | 183,167 | 2.18% | 1.83% | 282 | -37,856 | -12.4% | Q4 2025 | Feb 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 352,191 | 181,726 | 3.3% | 3.78% | 283 | -23,169 | -6.17% | Q4 2025 | Jan 07, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 262,883 | 180,059 | 0.58% | 0.5% | 284 | +39,859 | 17.87% | Q4 2025 | Feb 11, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 258,467 | 177,034 | 2.05% | 2.06% | 285 | -6,743 | -2.54% | Q4 2025 | Jan 21, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 258,021 | 176,728 | 6.09% | 6.24% | 286 | -612 | -0.24% | Q4 2025 | Jan 29, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 257,894 | 176,642 | 2.24% | 1.7% | 287 | +59,647 | 30.09% | Q4 2025 | Feb 10, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 256,954 | 175,998 | 4.21% | 4.22% | 288 | +1,805 | 0.71% | Q4 2025 | Feb 03, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 256,014 | 175,354 | 8.0% | 7.28% | 289 | +19,583 | 8.28% | Q4 2025 | Feb 02, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 253,996 | 173,972 | 3.26% | 3.27% | 290 | -5,678 | -2.19% | Q4 2025 | Feb 04, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 252,588 | 173,007 | 11.15% | 11.18% | 291 | -719 | -0.28% | Q4 2025 | Jan 26, 2026 |
| Leverty Financial Group, LLC | History | Added to | 251,427 | 172,212 | 41.18% | 38.86% | 292 | +27,721 | 12.39% | Q4 2025 | Jan 09, 2026 |
| Atria Investments, Inc | History | Added to | 251,381 | 172,181 | 1.96% | 1.69% | 293 | +30,777 | 13.95% | Q4 2025 | Feb 05, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 249,755 | 171,067 | 0.1% | 0.06% | 294 | +97,003 | 63.5% | Q4 2025 | Feb 13, 2026 |
| DT Investment Partners, LLC | History | Added to | 249,503 | 170,894 | 14.15% | 14.09% | 295 | +606 | 0.24% | Q4 2025 | Feb 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 246,455 | 168,806 | 5.1% | 5.04% | 296 | +14,732 | 6.36% | Q4 2025 | Feb 13, 2026 |
| Mandatum Life Insurance Co Ltd | History | Added to | 245,868 | 168,404 | 38.45% | 37.76% | 297 | +9,671 | 4.09% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | Reduced | 242,143 | 165,853 | 5.55% | 5.56% | 298 | -1,957 | -0.8% | Q4 2025 | Jan 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 238,498 | 163,357 | 11.04% | 10.91% | 299 | +7,276 | 3.15% | Q4 2025 | Jan 08, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 237,461 | 163,197 | 1.14% | 1.76% | 300 | -108,227 | -31.31% | Q4 2025 | Feb 17, 2026 |
| FineMark National Bank & Trust | History | Added to | 237,563 | 162,716 | 5.08% | 5.01% | 301 | +8,185 | 3.57% | Q4 2025 | Feb 12, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 315,833 | 162,687 | 3.61% | 3.58% | 302 | +80,965 | 34.47% | Q4 2025 | Feb 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 236,187 | 161,774 | 1.97% | 1.79% | 303 | +23,679 | 11.14% | Q4 2025 | Jan 21, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 234,670 | 160,734 | 6.09% | 5.94% | 304 | -100,230 | -29.93% | Q4 2025 | Feb 04, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 234,619 | 160,699 | 15.52% | 15.77% | 305 | +1,789 | 0.77% | Q4 2025 | Feb 06, 2026 |
| COMMERCE BANK | History | Added to | 232,275 | 159,094 | 0.88% | 0.83% | 306 | +8,443 | 3.77% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Reduced | 230,276 | 157,725 | 2.32% | 2.4% | 307 | -5,031 | -2.14% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 229,540 | 157,220 | 2.22% | 1.89% | 308 | +36,698 | 19.03% | Q4 2025 | Feb 17, 2026 |
| HOME FEDERAL BANK OF TENNESSEE | History | Reduced | 222,069 | 152,103 | 39.53% | 39.92% | 309 | -882 | -0.4% | Q4 2025 | Jan 20, 2026 |
| Single Point Partners, LLC | History | Added to | 221,909 | 151,994 | 30.05% | 30.09% | 310 | +421 | 0.19% | Q4 2025 | Jan 26, 2026 |
| BANK OF HAWAII | History | Reduced | 221,533 | 151,736 | 7.5% | 7.43% | 311 | -705 | -0.32% | Q4 2025 | Mar 03, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 220,538 | 151,055 | 11.04% | 11.29% | 312 | -6,542 | -2.88% | Q4 2025 | Feb 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 220,484 | 151,018 | 0.09% | 0.14% | 313 | -129,989 | -37.09% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 218,740 | 149,823 | 0.28% | 0.29% | 314 | -4,572 | -2.05% | Q4 2025 | Feb 12, 2026 |
| Planning Project LLC | History | New | 218,300 | 149,522 | 37.57% | — | 315 | +218,300 | New | Q4 2025 | Feb 12, 2026 |
| RPTC Inc. | History | Added to | 217,296 | 148,834 | 24.99% | 25.31% | 316 | +714 | 0.33% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 216,099 | 148,015 | 0.96% | 0.94% | 317 | +9,065 | 4.38% | Q4 2025 | Jan 28, 2026 |
| Investment Management Corp of Ontario | History | Reduced | 214,291 | 146,776 | 1.95% | 5.75% | 318 | -351,653 | -62.14% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 213,258 | 146,068 | 3.13% | 3.22% | 319 | -3,381 | -1.56% | Q4 2025 | Feb 02, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 211,774 | 145,052 | 9.15% | 8.75% | 320 | +9,333 | 4.61% | Q4 2025 | Jan 21, 2026 |
| PKO Investment Management Joint-Stock Co | History | Added to | 211,605 | 144,936 | 11.56% | 11.74% | 321 | +6,359 | 3.1% | Q4 2025 | Feb 02, 2026 |
| MASON STREET ADVISORS, LLC | History | Added to | 210,793 | 144,380 | 14.21% | 14.55% | 322 | +1,123 | 0.54% | Q4 2025 | Feb 04, 2026 |
| Narwhal Capital Management | History | Added to | 210,559 | 144,220 | 10.48% | 10.11% | 323 | +6,640 | 3.26% | Q4 2025 | Jan 30, 2026 |
| Teramo Advisors, LLC | History | Added to | 210,500 | 144,179 | 37.13% | 27.41% | 324 | +60,000 | 39.87% | Q4 2025 | Feb 06, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 210,451 | 144,146 | 2.38% | 2.46% | 325 | +1,032 | 0.49% | Q4 2025 | Feb 05, 2026 |
| Stairway Partners, LLC | History | Reduced | 209,190 | 143,282 | 7.42% | 8.59% | 326 | -32,441 | -13.43% | Q4 2025 | Jan 05, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 208,786 | 143,005 | 7.86% | 7.92% | 327 | +5,816 | 2.87% | Q4 2025 | Jan 29, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 208,317 | 142,684 | 1.4% | 1.51% | 328 | -11,236 | -5.12% | Q4 2025 | Feb 13, 2026 |
| Bricktown Capital, LLC | History | Reduced | 207,395 | 142,053 | 23.91% | 24.37% | 329 | -13,600 | -6.15% | Q4 2025 | Jan 15, 2026 |
| AGAVE CAPITAL MANAGEMENT Ltd | History | New | 205,129 | 140,993 | 23.56% | — | 330 | +205,129 | New | Q4 2025 | Feb 11, 2026 |
| Alternative Investment Advisors, LLC. | History | New | 205,779 | 140,948 | 60.65% | — | 331 | +205,779 | New | Q4 2025 | Feb 24, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 202,676 | 138,820 | 7.45% | 7.44% | 332 | +1,363 | 0.68% | Q4 2025 | Jan 29, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 202,547 | 138,732 | 2.22% | 2.12% | 333 | +7,255 | 3.71% | Q4 2025 | Jan 13, 2026 |
| ESL Trust Services, LLC | History | Added to | 201,392 | 137,941 | 26.48% | 15.39% | 334 | +84,201 | 71.85% | Q4 2025 | Feb 10, 2026 |
| St. Clair Advisors, LLC | History | Added to | 200,832 | 137,557 | 35.5% | 35.62% | 335 | +338 | 0.17% | Q4 2025 | Jan 20, 2026 |
| Rezny Wealth Management, Inc. | History | Added to | 200,649 | 137,432 | 27.7% | 27.71% | 336 | +2,263 | 1.14% | Q4 2025 | Feb 03, 2026 |
| Crewe Advisors LLC | History | Added to | 200,342 | 137,222 | 12.16% | 12.57% | 337 | +3,492 | 1.77% | Q4 2025 | Jan 16, 2026 |
| Callan Family Office, LLC | History | Added to | 199,877 | 136,903 | 2.94% | 3.66% | 338 | +28,339 | 16.52% | Q4 2025 | Feb 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 198,621 | 136,043 | 0.71% | — | 339 | +198,621 | New | Q4 2025 | Feb 18, 2026 |
| Capital Analysts, LLC | History | Reduced | 198,019 | 135,631 | 4.13% | 4.13% | 340 | -13,635 | -6.44% | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 197,046 | 134,964 | 3.3% | 3.36% | 341 | -684 | -0.35% | Q4 2025 | Jan 28, 2026 |
| HORAN Wealth, LLC | History | Added to | 196,307 | 134,458 | 20.66% | 20.17% | 342 | +5,108 | 2.67% | Q4 2025 | Feb 04, 2026 |
| UNIVERSITY OF CHICAGO | History | No change | 195,789 | 134,103 | 64.86% | 64.04% | 343 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 194,530 | 133,241 | 14.34% | 13.2% | 344 | +17,584 | 9.94% | Q4 2025 | Jan 28, 2026 |
| StoneX Group Inc. | History | Added to | 192,973 | 132,385 | 5.74% | 5.4% | 345 | +7,988 | 4.32% | Q4 2025 | Feb 12, 2026 |
| EASTERN BANK | History | Added to | 193,180 | 132,316 | 2.28% | 1.79% | 346 | +42,671 | 28.35% | Q4 2025 | Jan 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 190,271 | 131,013 | 0.16% | 0.15% | 347 | +3,566 | 1.91% | Q4 2025 | Feb 18, 2026 |
| Abundance Wealth Counselors | History | Reduced | 191,110 | 130,897 | 22.1% | 21.96% | 348 | -299 | -0.16% | Q4 2025 | Jan 26, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 190,748 | 130,650 | 14.57% | 14.66% | 349 | +9,100 | 5.01% | Q4 2025 | Feb 04, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 187,849 | 128,665 | 33.38% | 32.36% | 350 | +2,418 | 1.3% | Q4 2025 | Feb 17, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 187,057 | 128,123 | 37.26% | 37.1% | 351 | -2,467 | -1.3% | Q4 2025 | Feb 12, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 186,242 | 127,564 | 6.84% | 7.31% | 352 | -3,168 | -1.67% | Q4 2025 | Feb 11, 2026 |
| Financial Advisory Corp | History | Reduced | 184,231 | 126,187 | 18.35% | 18.44% | 353 | -2,880 | -1.54% | Q4 2025 | Jan 27, 2026 |
| BSW Wealth Partners | History | Reduced | 182,892 | 125,270 | 15.03% | 16.09% | 354 | -10,105 | -5.24% | Q4 2025 | Jan 23, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 182,534 | 125,024 | 0.06% | 0.05% | 355 | +6,006 | 3.4% | Q4 2025 | Feb 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 182,345 | 124,895 | 1.37% | 1.38% | 356 | +390 | 0.21% | Q4 2025 | Feb 12, 2026 |
| Advisors Capital Management, LLC | History | Added to | 182,258 | 124,836 | 1.47% | 1.42% | 357 | +10,867 | 6.34% | Q4 2025 | Jan 29, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 181,961 | 124,632 | 22.66% | 1.89% | 358 | +4,386 | 2.47% | Q4 2025 | Mar 04, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 181,699 | 124,452 | 1.9% | 0.86% | 359 | +103,743 | 133.08% | Q4 2025 | Jan 13, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 181,625 | 124,402 | 10.54% | 10.54% | 360 | +1,541 | 0.86% | Q4 2025 | Jan 21, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 180,777 | 123,821 | 3.23% | 3.7% | 361 | -2,430 | -1.33% | Q4 2025 | Feb 02, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 179,434 | 122,901 | 4.48% | 5.62% | 362 | +1,034 | 0.58% | Q4 2025 | Feb 09, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 177,214 | 121,381 | 0.36% | 0.35% | 363 | +5,110 | 2.97% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 176,687 | 121,019 | 1.38% | 1.35% | 364 | +7,225 | 4.26% | Q4 2025 | Jan 15, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 175,745 | 120,374 | 3.68% | 3.57% | 365 | +5,386 | 3.16% | Q4 2025 | Jan 21, 2026 |
| Integrated Advisors Network LLC | History | Added to | 174,916 | 119,806 | 5.3% | 4.67% | 366 | +8,945 | 5.39% | Q4 2025 | Feb 17, 2026 |
| ALPS ADVISORS INC | History | Reduced | 172,344 | 118,045 | 0.69% | 0.65% | 367 | -2,900 | -1.65% | Q4 2025 | Feb 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 172,240 | 117,974 | 2.11% | 2.29% | 368 | +4,698 | 2.8% | Q4 2025 | Jan 16, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 172,108 | 117,883 | 5.67% | 5.73% | 369 | -479 | -0.28% | Q4 2025 | Feb 04, 2026 |
| May Hill Capital, LLC | History | Added to | 171,318 | 117,341 | 15.35% | 16.54% | 370 | +86,987 | 103.15% | Q4 2025 | Feb 05, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 171,258 | 117,301 | 4.05% | 4.01% | 371 | +5,651 | 3.41% | Q4 2025 | Jan 14, 2026 |
| King Wealth Management Group | History | Added to | 170,844 | 117,018 | 14.1% | 14.18% | 372 | +2,270 | 1.35% | Q4 2025 | Feb 09, 2026 |
| Chandler Asset Management, Inc. | History | Added to | 170,651 | 116,885 | 18.5% | 18.4% | 373 | +3,150 | 1.88% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 170,089 | 116,500 | 0.71% | 0.72% | 374 | +915 | 0.54% | Q4 2025 | Jan 29, 2026 |
| HWG Holdings LP | History | Added to | 168,862 | 115,660 | 28.02% | 11.21% | 375 | +102,785 | 155.55% | Q4 2025 | Jan 12, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 166,576 | 114,094 | 2.15% | 2.24% | 376 | -1,829 | -1.09% | Q4 2025 | Feb 10, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 163,549 | 112,021 | 11.92% | 11.98% | 377 | -1,124 | -0.68% | Q4 2025 | Feb 18, 2026 |
| Brevan Howard Capital Management LP | History | New | 162,970 | 112,015 | 1.22% | — | 378 | +162,970 | New | Q4 2025 | Feb 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 159,791 | 111,037 | 2.31% | 2.23% | 379 | +3,818 | 2.45% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Added to | 162,041 | 110,988 | 1.97% | 2.19% | 380 | +16,199 | 11.11% | Q4 2025 | Feb 06, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 162,015 | 110,970 | 2.32% | 2.35% | 381 | -702 | -0.43% | Q4 2025 | Feb 18, 2026 |
| Requisite Capital Management, LLC | History | Added to | 160,129 | 109,678 | 20.8% | 17.94% | 382 | +445 | 0.28% | Q4 2025 | Feb 05, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 159,524 | 109,264 | 18.02% | — | 383 | +159,524 | New | Q4 2025 | Feb 18, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 159,079 | 108,961 | 2.24% | 2.9% | 384 | -82,920 | -34.26% | Q4 2025 | Feb 05, 2026 |
| JGP Wealth Management, LLC | History | Added to | 158,376 | 108,477 | 11.31% | 10.46% | 385 | +18,004 | 12.83% | Q4 2025 | Jan 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 158,110 | 108,295 | 0.24% | 0.15% | 386 | +62,525 | 65.41% | Q4 2025 | Feb 17, 2026 |
| Wealth Group Ltd | History | Reduced | 157,873 | 108,133 | 24.2% | 26.63% | 387 | -14,091 | -8.19% | Q4 2025 | Jan 12, 2026 |
| Ironclad Investments LLC | History | Reduced | 155,164 | 106,278 | 49.68% | 50.1% | 388 | -2,500 | -1.59% | Q4 2025 | Feb 18, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 154,615 | 105,901 | 1.76% | 1.77% | 389 | +50 | 0.03% | Q4 2025 | Jan 28, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Added to | 153,487 | 105,129 | 17.53% | 17.32% | 390 | +2,248 | 1.49% | Q4 2025 | Jan 15, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Reduced | 153,309 | 105,007 | 20.35% | 20.78% | 391 | -2,222 | -1.43% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 152,185 | 104,237 | 0.49% | — | 392 | +152,185 | New | Q4 2025 | Feb 17, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 151,384 | 103,925 | 28.34% | 28.35% | 393 | +4,251 | 2.89% | Q4 2025 | Jan 28, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 151,624 | 103,853 | 2.44% | 2.23% | 394 | +13,493 | 9.77% | Q4 2025 | Feb 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 151,510 | 103,775 | 1.89% | 1.59% | 395 | +31,735 | 26.5% | Q4 2025 | Feb 17, 2026 |
| Arvest Bank Trust Division | History | Reduced | 151,493 | 103,763 | 5.62% | 5.77% | 396 | -4,039 | -2.6% | Q4 2025 | Feb 09, 2026 |
| Amtrust Financial Services, Inc. | History | No change | 150,300 | 102,946 | 32.62% | 33.45% | 397 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| PDS Planning, Inc | History | Reduced | 150,189 | 102,870 | 6.87% | 6.99% | 398 | -784 | -0.52% | Q4 2025 | Jan 26, 2026 |
| Divergent Planning, LLC | History | Added to | 148,837 | 102,130 | 26.08% | 26.37% | 399 | +1,310 | 0.89% | Q4 2025 | Jan 12, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 147,817 | 101,932 | 3.02% | 0.42% | 400 | +137,882 | 1387.84% | Q4 2025 | Feb 13, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 147,784 | 101,223 | 5.25% | 5.67% | 401 | -2,364 | -1.57% | Q4 2025 | Feb 06, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 147,751 | 101,200 | 8.32% | 8.16% | 402 | +5,595 | 3.94% | Q4 2025 | Jan 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 147,149 | 100,788 | 1.15% | 1.13% | 403 | +49,100 | 50.08% | Q4 2025 | Jan 29, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 147,003 | 100,687 | 8.84% | 9.04% | 404 | -4,601 | -3.03% | Q4 2025 | Feb 06, 2026 |
| Banco Santander, S.A. | History | New | 145,918 | 99,945 | 0.75% | — | 405 | +145,918 | New | Q4 2025 | Feb 13, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 145,644 | 99,757 | 13.93% | 8.76% | 406 | +56,392 | 63.18% | Q4 2025 | Jan 06, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 145,582 | 99,715 | 6.64% | 6.44% | 407 | +3,724 | 2.63% | Q4 2025 | Feb 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 144,978 | 99,300 | 5.55% | 5.87% | 408 | -22,319 | -13.34% | Q4 2025 | Feb 06, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 143,039 | 97,972 | 0.8% | 0.79% | 409 | +2,453 | 1.74% | Q4 2025 | Feb 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 142,967 | 97,923 | 1.9% | 2.05% | 410 | +15,551 | 12.2% | Q4 2025 | Feb 13, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 142,793 | 97,804 | 11.93% | 11.38% | 411 | +1,314 | 0.93% | Q4 2025 | Jan 27, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 142,321 | 97,481 | 10.6% | 10.83% | 412 | +5,135 | 3.74% | Q4 2025 | Feb 10, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 142,017 | 97,273 | 16.32% | 17.0% | 413 | -2,215 | -1.54% | Q4 2025 | Feb 10, 2026 |
| Arcataur Capital Management LLC | History | Added to | 141,847 | 97,156 | 27.82% | 27.38% | 414 | +2,668 | 1.92% | Q4 2025 | Jan 27, 2026 |
| Betterment LLC | History | Reduced | 141,807 | 97,129 | 0.19% | 0.19% | 415 | -3,055 | -2.11% | Q4 2025 | Feb 12, 2026 |
| CenturyLink Investment Management Co | History | Reduced | 141,402 | 96,851 | 100.0% | 100.0% | 416 | -21,802 | -13.36% | Q4 2025 | Jan 07, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Reduced | 141,372 | 96,831 | 18.44% | 20.38% | 417 | -24,455 | -14.75% | Q4 2025 | Feb 09, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 141,040 | 96,603 | 19.46% | 16.94% | 418 | +21,246 | 17.74% | Q4 2025 | Jan 28, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 140,600 | 96,302 | 1.24% | 1.24% | 419 | +1,121 | 0.8% | Q4 2025 | Feb 05, 2026 |
| Compound Planning, Inc. | History | Added to | 139,219 | 95,356 | 2.8% | 2.92% | 420 | +4,214 | 3.12% | Q4 2025 | Feb 19, 2026 |
| Progeny 3, Inc. | History | No change | 139,069 | 95,253 | 5.13% | 4.8% | 421 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 139,040 | 95,233 | 2.2% | 2.17% | 422 | +3,807 | 2.82% | Q4 2025 | Feb 10, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 164,213 | 94,721 | 8.67% | 8.67% | 423 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COUNTRY TRUST BANK | History | Added to | 137,775 | 94,367 | 1.71% | 2.01% | 424 | +447 | 0.33% | Q4 2025 | Jan 21, 2026 |
| CHOREO, LLC | History | Reduced | 136,512 | 94,182 | 1.2% | 1.21% | 425 | -2,086 | -1.51% | Q4 2025 | Jan 23, 2026 |
| AlTi Global, Inc. | History | Added to | 175,457 | 93,984 | 2.02% | 1.83% | 426 | +46,942 | 36.53% | Q4 2025 | Feb 13, 2026 |
| Gray Private Wealth, LLC | History | Added to | 136,830 | 93,720 | 45.77% | 45.33% | 427 | +2,552 | 1.9% | Q4 2025 | Feb 04, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 136,471 | 93,474 | 0.67% | 0.66% | 428 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 136,375 | 93,408 | 13.0% | 12.91% | 429 | +907 | 0.67% | Q4 2025 | Jan 29, 2026 |
| North Dakota State Investment Board | History | New | 136,196 | 93,286 | 3.47% | — | 430 | +136,196 | New | Q4 2025 | Feb 05, 2026 |
| Pine Ridge Advisers LLC | History | Added to | 135,026 | 92,484 | 5.52% | 5.38% | 431 | +17 | 0.01% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 135,021 | 92,481 | 4.92% | 4.88% | 432 | +6,112 | 4.74% | Q4 2025 | Jan 20, 2026 |
| Consolidated Portfolio Review Corp | History | Added to | 134,952 | 92,434 | 7.99% | 0.85% | 433 | +124,886 | 1240.67% | Q4 2025 | Jan 26, 2026 |
| Curi Capital, LLC | History | Added to | 134,921 | 92,412 | 1.6% | 1.58% | 434 | +6,438 | 5.01% | Q4 2025 | Feb 17, 2026 |
| BankPlus Trust Department | History | Added to | 134,576 | 92,176 | 24.11% | 23.87% | 435 | +1,349 | 1.01% | Q4 2025 | Jan 27, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 133,621 | 91,522 | 4.83% | 4.62% | 436 | +7,332 | 5.81% | Q4 2025 | Jan 23, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 133,031 | 91,118 | 3.98% | 3.71% | 437 | +10,513 | 8.58% | Q4 2025 | Jan 29, 2026 |
| Accredited Investors Inc. | History | Added to | 132,174 | 90,531 | 4.81% | 4.82% | 438 | +2,998 | 2.32% | Q4 2025 | Feb 05, 2026 |
| Savant Capital, LLC | History | Added to | 132,095 | 90,477 | 0.51% | 0.47% | 439 | +17,474 | 15.25% | Q4 2025 | Feb 10, 2026 |
| Trilogy Capital Inc. | History | Added to | 132,035 | 90,436 | 4.04% | 3.95% | 440 | +4,409 | 3.45% | Q4 2025 | Jan 22, 2026 |
| Allworth Financial LP | History | New | 131,882 | 90,331 | 0.37% | — | 441 | +131,882 | New | Q4 2025 | Feb 05, 2026 |
| Cardinal Strategic Wealth Guidance | History | Reduced | 131,088 | 89,787 | 23.46% | 24.69% | 442 | -6,042 | -4.41% | Q4 2025 | Jan 27, 2026 |
| BOKF, NA | History | Reduced | 130,151 | 89,145 | 1.36% | 1.31% | 443 | -126 | -0.1% | Q4 2025 | Feb 03, 2026 |
| AMG National Trust Bank | History | Reduced | 129,949 | 89,006 | 2.09% | 2.14% | 444 | -1,564 | -1.19% | Q4 2025 | Jan 30, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 129,397 | 88,629 | 8.89% | 8.8% | 445 | +3,478 | 2.76% | Q4 2025 | Jan 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 129,349 | 88,595 | 2.16% | 2.12% | 446 | +7,265 | 5.95% | Q4 2025 | Jan 29, 2026 |
| Savvy Advisors, Inc. | History | Added to | 128,636 | 88,108 | 2.85% | 3.09% | 447 | +28,195 | 28.07% | Q4 2025 | Jan 20, 2026 |
| Asio Capital, LLC | History | Added to | 128,570 | 88,062 | 12.42% | 11.09% | 448 | +17,909 | 16.18% | Q4 2025 | Jan 21, 2026 |
| TCP Asset Management, LLC | History | Added to | 128,361 | 87,919 | 14.81% | 14.79% | 449 | +4,497 | 3.63% | Q4 2025 | Jan 07, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 128,146 | 87,772 | 27.0% | 27.06% | 450 | -2,160 | -1.66% | Q4 2025 | Feb 13, 2026 |
| Parker Investment Management, LLC | History | Added to | 127,973 | 87,654 | 12.42% | 7.6% | 451 | +32,934 | 34.65% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 125,817 | 86,804 | 3.29% | 1.47% | 452 | +90,077 | 252.03% | Q4 2025 | Feb 13, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | Added to | 126,420 | 86,590 | 22.67% | 22.53% | 453 | +2,386 | 1.92% | Q4 2025 | Feb 17, 2026 |
| New England Professional Planning Group Inc. | History | Added to | 125,878 | 86,219 | 36.13% | 37.12% | 454 | +753 | 0.6% | Q4 2025 | Jan 14, 2026 |
| AMARILLO NATIONAL BANK | History | Reduced | 125,815 | 86,175 | 15.14% | 15.28% | 455 | -4,069 | -3.13% | Q4 2025 | Jan 28, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Reduced | 124,701 | 85,413 | 33.1% | 33.47% | 456 | -3,175 | -2.48% | Q4 2025 | Jan 23, 2026 |
| JSF Financial, LLC | History | Reduced | 124,474 | 85,256 | 17.67% | 18.64% | 457 | -1,059 | -0.84% | Q4 2025 | Feb 04, 2026 |
| Regal Investment Advisors LLC | History | Added to | 124,234 | 85,093 | 5.09% | 5.18% | 458 | +5,342 | 4.49% | Q4 2025 | Feb 17, 2026 |
| Hudock, Inc. | History | Reduced | 123,745 | 84,758 | 12.49% | 12.59% | 459 | -80 | -0.06% | Q4 2025 | Feb 12, 2026 |
| Financial Partners Group, Inc | History | Added to | 120,998 | 84,097 | 9.72% | 9.9% | 460 | +2,217 | 1.87% | Q4 2025 | Feb 03, 2026 |
| Balentine LLC | History | Reduced | 122,312 | 83,776 | 3.18% | 3.05% | 461 | -1,493 | -1.21% | Q4 2025 | Feb 02, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 122,306 | 83,772 | 0.14% | 0.17% | 462 | -16,842 | -12.1% | Q4 2025 | Feb 10, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 122,150 | 83,665 | 15.87% | 28.77% | 463 | -109,147 | -47.19% | Q4 2025 | Jan 21, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 120,357 | 82,437 | 4.63% | 4.63% | 464 | -404 | -0.33% | Q4 2025 | Jan 29, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 120,172 | 82,310 | 1.27% | 1.77% | 465 | -24,029 | -16.66% | Q4 2025 | Feb 17, 2026 |
| USA FINANCIAL FORMULAS | History | Added to | 118,799 | 81,370 | 14.8% | 14.0% | 466 | +71 | 0.06% | Q4 2025 | Jan 14, 2026 |
| SCS Capital Management LLC | History | Reduced | 118,383 | 81,085 | 0.86% | 0.91% | 467 | -6,193 | -4.97% | Q4 2025 | Feb 10, 2026 |
| Well Done, LLC | History | Added to | 118,119 | 80,904 | 12.09% | 13.39% | 468 | +641 | 0.55% | Q4 2025 | Jan 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 118,100 | 80,891 | 0.03% | 0.03% | 469 | +3,635 | 3.18% | Q4 2025 | Feb 11, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 117,868 | 80,732 | 11.18% | 10.82% | 470 | +4,045 | 3.55% | Q4 2025 | Feb 17, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 117,357 | 80,382 | 10.2% | 9.41% | 471 | +14,793 | 14.42% | Q4 2025 | Feb 03, 2026 |
| Ledyard National Bank | History | Reduced | 117,113 | 80,215 | 6.91% | 7.19% | 472 | -2,775 | -2.31% | Q4 2025 | Jan 21, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 116,624 | 79,880 | 17.13% | 17.0% | 473 | +1,387 | 1.2% | Q4 2025 | Feb 04, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 115,400 | 79,041 | 9.8% | 7.85% | 474 | +14,985 | 14.92% | Q4 2025 | Feb 10, 2026 |
| Wealth Architects, LLC | History | Reduced | 115,234 | 78,928 | 7.11% | 7.43% | 475 | -2,376 | -2.02% | Q4 2025 | Feb 17, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 114,961 | 78,741 | 0.21% | 0.25% | 476 | -18,895 | -14.12% | Q4 2025 | Feb 13, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 114,893 | 78,694 | 9.49% | 10.12% | 477 | -7,716 | -6.29% | Q4 2025 | Jan 27, 2026 |
| Conrad N. Hilton Foundation | History | No change | 114,347 | 78,320 | 100.0% | 89.75% | 478 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wharton Business Group, LLC | History | Added to | 113,759 | 77,918 | 2.96% | 3.29% | 479 | +1,160 | 1.03% | Q4 2025 | Feb 11, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 113,317 | 77,615 | 16.59% | 16.53% | 480 | +6,156 | 5.74% | Q4 2025 | Feb 10, 2026 |
| Destination Wealth Management | History | Reduced | 113,236 | 77,560 | 2.03% | 2.19% | 481 | -5,311 | -4.48% | Q4 2025 | Feb 13, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 111,611 | 76,446 | 18.59% | 18.45% | 482 | +15,128 | 15.68% | Q4 2025 | Jan 07, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 111,150 | 76,130 | 11.59% | 11.63% | 483 | +2,610 | 2.4% | Q4 2025 | Jan 30, 2026 |
| HighMark Wealth Management LLC | History | Added to | 110,309 | 75,555 | 30.79% | 32.18% | 484 | +1,132 | 1.04% | Q4 2025 | Feb 05, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 110,212 | 75,488 | 4.62% | 4.66% | 485 | -382 | -0.35% | Q4 2025 | Feb 06, 2026 |
| Composition Wealth, LLC | History | Reduced | 109,553 | 75,037 | 1.08% | 1.13% | 486 | -2,947 | -2.62% | Q4 2025 | Feb 02, 2026 |
| Bull Oak Capital, LLC | History | Added to | 109,086 | 74,717 | 30.52% | 30.72% | 487 | +1,010 | 0.93% | Q4 2025 | Feb 02, 2026 |
| NerdWallet Wealth Partners, LLC | History | Added to | 109,007 | 74,569 | 33.42% | 32.46% | 488 | +9,962 | 10.06% | Q4 2025 | Jan 13, 2026 |
| SMITH, MOORE & CO. | History | Added to | 108,101 | 74,042 | 5.6% | 5.54% | 489 | +17 | 0.02% | Q4 2025 | Jan 23, 2026 |
| MidFirst Bank | History | New | 107,929 | 73,924 | 5.89% | — | 490 | +107,929 | New | Q4 2025 | Feb 25, 2026 |
| Ironwood Financial, llc | History | Reduced | 105,716 | 73,814 | 12.52% | 12.71% | 491 | -1,468 | -1.37% | Q4 2025 | Jan 15, 2026 |
| Focus Financial Network, Inc. | History | Added to | 106,343 | 72,838 | 2.54% | 2.52% | 492 | +559 | 0.53% | Q4 2025 | Jan 12, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 106,055 | 72,641 | 16.13% | 12.22% | 493 | +26,466 | 33.25% | Q4 2025 | Jan 13, 2026 |
| Karpus Management, Inc. | History | Reduced | 105,868 | 72,512 | 2.23% | 2.65% | 494 | -19,070 | -15.26% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 105,833 | 72,489 | 0.9% | 0.91% | 495 | +1,115 | 1.06% | Q4 2025 | Jan 29, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 105,752 | 72,433 | 19.88% | 19.02% | 496 | +1,454 | 1.39% | Q4 2025 | Feb 04, 2026 |
| Passaic Partners LLC | History | Reduced | 105,738 | 72,424 | 7.5% | 8.53% | 497 | -79 | -0.07% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 105,634 | 72,352 | 1.03% | 0.98% | 498 | -14,478 | -12.05% | Q4 2025 | Feb 02, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 105,364 | 72,167 | 9.98% | 9.71% | 499 | +4,348 | 4.3% | Q4 2025 | Jan 15, 2026 |
| Alaska Permanent Capital Management, LLC | History | Reduced | 104,995 | 71,902 | 5.45% | 5.26% | 500 | -1,845 | -1.73% | Q4 2025 | Feb 13, 2026 |
| Standpoint Asset Management, LLC | History | Reduced | 104,800 | 71,781 | 16.4% | 16.41% | 501 | -3,700 | -3.41% | Q4 2025 | Feb 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 104,386 | 71,498 | 0.1% | 0.09% | 502 | +13,939 | 15.41% | Q4 2025 | Feb 10, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 104,361 | 71,480 | 20.91% | — | 503 | +104,361 | New | Q4 2025 | Mar 19, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 104,105 | 71,305 | 4.12% | 4.15% | 504 | +771 | 0.75% | Q4 2025 | Jan 22, 2026 |
| VICUS CAPITAL | History | Reduced | 103,959 | 71,205 | 5.34% | 7.43% | 505 | -41,366 | -28.46% | Q4 2025 | Jan 22, 2026 |
| CLG LLC | History | Added to | 103,842 | 71,125 | 17.71% | 17.72% | 506 | +6,624 | 6.81% | Q4 2025 | Jan 15, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 103,000 | 71,061 | 1.26% | 2.46% | 507 | -107,000 | -50.95% | Q4 2025 | Feb 12, 2026 |
| 26North Partners LP | History | Added to | 103,499 | 70,890 | 100.0% | 100.0% | 508 | +222 | 0.21% | Q4 2025 | Feb 17, 2026 |
| Harfst & Associates, Inc. | History | Reduced | 103,484 | 70,880 | 12.78% | 13.07% | 509 | -2,417 | -2.28% | Q4 2025 | Feb 10, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 103,402 | 70,823 | 6.81% | 6.84% | 510 | -3,110 | -2.92% | Q4 2025 | Feb 23, 2026 |
| Visionary Wealth Advisors | History | Added to | 103,367 | 70,799 | 3.19% | 3.11% | 511 | +3,684 | 3.7% | Q4 2025 | Feb 13, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 103,059 | 70,589 | 9.77% | 9.98% | 512 | +6,503 | 6.73% | Q4 2025 | Jan 09, 2026 |
| IHT Wealth Management, LLC | History | Added to | 102,554 | 70,244 | 1.71% | 1.73% | 513 | +570 | 0.56% | Q4 2025 | Feb 17, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 102,421 | 70,152 | 5.2% | 4.7% | 514 | -953 | -0.92% | Q4 2025 | Jan 23, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 101,896 | 69,792 | 2.9% | 2.87% | 515 | +1,770 | 1.77% | Q4 2025 | Feb 13, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 101,567 | 69,567 | 18.3% | 8.92% | 516 | +54,095 | 113.95% | Q4 2025 | Feb 06, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 104,287 | 69,534 | 0.23% | 0.25% | 517 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| M Holdings Securities, Inc. | History | Added to | 101,277 | 69,369 | 4.97% | 11.37% | 518 | +20,927 | 26.04% | Q4 2025 | Feb 11, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 100,513 | 68,845 | 6.39% | 6.48% | 519 | -1,480 | -1.45% | Q4 2025 | Feb 11, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | Reduced | 100,082 | 68,550 | 36.69% | 37.05% | 520 | -2,701 | -2.63% | Q4 2025 | Feb 05, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 99,831 | 68,378 | 7.22% | 7.24% | 521 | +1,847 | 1.89% | Q4 2025 | Feb 13, 2026 |
| CONNING INC. | History | Reduced | 99,405 | 68,086 | 2.28% | 2.24% | 522 | -1,141 | -1.13% | Q4 2025 | Feb 05, 2026 |
| Towercrest Capital Management | History | Added to | 99,339 | 68,075 | 10.73% | 10.39% | 523 | +2,588 | 2.67% | Q4 2025 | Jan 21, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 98,653 | 67,571 | 9.15% | 9.52% | 524 | +1,526 | 1.57% | Q4 2025 | Jan 14, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 98,100 | 67,192 | 4.56% | 4.52% | 525 | -955 | -0.96% | Q4 2025 | Feb 10, 2026 |
| Midwest Trust Co | History | Added to | 97,229 | 66,596 | 0.83% | 0.79% | 526 | +6,548 | 7.22% | Q4 2025 | Feb 04, 2026 |
| Twele Capital Management, Inc. | History | Added to | 95,681 | 65,535 | 11.71% | 11.67% | 527 | +1,193 | 1.26% | Q4 2025 | Jan 09, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 95,299 | 65,292 | 0.49% | — | 528 | +95,299 | New | Q4 2025 | Feb 18, 2026 |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | History | Added to | 95,302 | 65,276 | 9.35% | 8.18% | 529 | +12,327 | 14.86% | Q4 2025 | Feb 10, 2026 |
| BANK OF STOCKTON | History | Reduced | 95,257 | 65,245 | 18.68% | 18.37% | 530 | -1,039 | -1.08% | Q4 2025 | Jan 21, 2026 |
| World Investment Advisors | History | Added to | 95,079 | 65,123 | 1.06% | 0.69% | 531 | +44,307 | 87.27% | Q4 2025 | Mar 12, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 94,190 | 64,514 | 20.81% | 8.27% | 532 | +19,163 | 25.54% | Q4 2025 | Jan 27, 2026 |
| Crestmont Private Wealth LLC | History | Reduced | 94,121 | 64,467 | 20.95% | 21.58% | 533 | -3,473 | -3.56% | Q4 2025 | Feb 10, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 93,992 | 64,379 | 7.23% | 7.56% | 534 | -428 | -0.45% | Q4 2025 | Feb 17, 2026 |
| Roth Financial Partners LLC | History | Reduced | 93,784 | 64,236 | 21.19% | 21.21% | 535 | -251 | -0.27% | Q4 2025 | Jan 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 92,974 | 63,681 | 0.36% | 0.36% | 536 | +3,748 | 4.2% | Q4 2025 | Feb 03, 2026 |
| BARCLAYS PLC | History | Reduced | 92,894 | 63,626 | 0.02% | 0.02% | 537 | -58,935 | -38.82% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 92,865 | 63,607 | 4.16% | 3.9% | 538 | +7,457 | 8.73% | Q4 2025 | Jan 23, 2026 |
| Foster Group, Inc. | History | Added to | 92,756 | 63,532 | 1.92% | 1.81% | 539 | +6,623 | 7.69% | Q4 2025 | Jan 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 92,667 | 63,471 | 2.33% | 2.16% | 540 | +8,503 | 10.1% | Q4 2025 | Jan 21, 2026 |
| Parkside Investments, LLC | History | Reduced | 92,247 | 63,183 | 7.96% | 7.87% | 541 | -1,876 | -1.99% | Q4 2025 | Feb 09, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 92,200 | 63,145 | 0.39% | 0.39% | 542 | +2,344 | 2.61% | Q4 2025 | Jan 27, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 92,142 | 63,111 | 3.47% | 3.39% | 543 | +2,521 | 2.81% | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | Added to | 91,842 | 62,907 | 1.88% | 1.86% | 544 | +163 | 0.18% | Q4 2025 | Feb 02, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 91,731 | 62,830 | 1.96% | 2.43% | 545 | -20,902 | -18.56% | Q4 2025 | Jan 06, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 91,498 | 62,785 | 9.93% | 10.27% | 546 | -784 | -0.85% | Q4 2025 | Jan 08, 2026 |
| Ancora Advisors LLC | History | Added to | 91,450 | 62,638 | 1.29% | 1.18% | 547 | +3,022 | 3.42% | Q4 2025 | Feb 17, 2026 |
| ROGCO, LP | History | Added to | 91,429 | 62,623 | 20.74% | 20.76% | 548 | +3,126 | 3.54% | Q4 2025 | Jan 30, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 91,417 | 62,614 | 3.12% | 3.08% | 549 | -1,081 | -1.17% | Q4 2025 | Feb 02, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 91,412 | 62,611 | 17.95% | 17.64% | 550 | +5,509 | 6.41% | Q4 2025 | Feb 10, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 90,809 | 62,198 | 4.1% | 4.07% | 551 | -171 | -0.19% | Q4 2025 | Jan 16, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 90,683 | 62,112 | 7.62% | 6.86% | 552 | +5,883 | 6.94% | Q4 2025 | Jan 07, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 90,638 | 62,081 | 15.53% | 15.04% | 553 | +8,266 | 10.03% | Q4 2025 | Feb 13, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 90,207 | 61,786 | 13.2% | 13.32% | 554 | -29 | -0.03% | Q4 2025 | Jan 22, 2026 |
| Sharkey, Howes & Javer | History | Added to | 90,055 | 61,682 | 7.84% | 7.36% | 555 | +4,514 | 5.28% | Q4 2025 | Jan 13, 2026 |
| Marble Wealth, LLC | History | New | 89,246 | 61,128 | 8.49% | — | 556 | +89,246 | New | Q4 2025 | Feb 10, 2026 |
| Waterford Advisors, LLC | History | Reduced | 89,097 | 61,026 | 23.84% | 21.16% | 557 | -2,346 | -2.57% | Q4 2025 | Feb 20, 2026 |
| Kovack Advisors, Inc. | History | Added to | 89,095 | 61,024 | 2.84% | 2.4% | 558 | +51,066 | 134.28% | Q4 2025 | Feb 17, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 88,098 | 60,341 | 10.9% | 10.49% | 559 | +963 | 1.11% | Q4 2025 | Jan 16, 2026 |
| Beaumont Asset Management, L.L.C. | History | Reduced | 87,628 | 60,019 | 29.99% | 29.57% | 560 | -186 | -0.21% | Q4 2025 | Jan 21, 2026 |
| Rossmore Private Capital | History | Added to | 87,566 | 59,977 | 5.34% | 5.84% | 561 | +6,522 | 8.05% | Q4 2025 | Feb 05, 2026 |
| New World Advisors LLC | History | Added to | 87,531 | 59,953 | 10.26% | 10.28% | 562 | +3,632 | 4.33% | Q4 2025 | Feb 06, 2026 |
| Rafferty Asset Management, LLC | History | No change | 87,516 | 59,943 | 0.21% | 0.19% | 563 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SWMG, LLC | History | Added to | 86,010 | 59,672 | 16.57% | 16.84% | 564 | +3,488 | 4.23% | Q4 2025 | Feb 10, 2026 |
| Enclave Advisors LLC | History | Added to | 86,886 | 59,511 | 8.43% | 8.7% | 565 | +1,757 | 2.06% | Q4 2025 | Jan 14, 2026 |
| Bluesphere Advisors LLC | History | Added to | 86,874 | 59,503 | 26.32% | 26.32% | 566 | +1,103 | 1.29% | Q4 2025 | Jan 21, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 86,874 | 59,503 | 8.59% | 8.44% | 567 | +729 | 0.85% | Q4 2025 | Feb 06, 2026 |
| Smithfield Trust Co | History | Reduced | 86,520 | 59,255 | 2.62% | 2.6% | 568 | -394 | -0.45% | Q4 2025 | Feb 09, 2026 |
| BONTEMPO OHLY CAPITAL MGMT LLC | History | Reduced | 85,940 | 58,863 | 25.36% | 25.21% | 569 | -1,023 | -1.18% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 85,596 | 58,627 | 1.19% | 1.31% | 570 | -504 | -0.59% | Q4 2025 | Feb 09, 2026 |
| AAF Wealth Management, LLC | History | Reduced | 85,528 | 58,581 | 24.7% | 26.27% | 571 | -1,113 | -1.28% | Q4 2025 | Feb 06, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 85,320 | 58,438 | 11.14% | 11.19% | 572 | +22 | 0.03% | Q4 2025 | Jan 26, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 85,189 | 58,349 | 3.47% | 3.9% | 573 | -1,329 | -1.54% | Q4 2025 | Jan 28, 2026 |
| Argent Trust Co | History | Added to | 84,961 | 58,193 | 2.0% | 1.72% | 574 | +12,458 | 17.18% | Q4 2025 | Feb 10, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 84,924 | 58,167 | 1.09% | 0.07% | 575 | +78,407 | 1203.11% | Q4 2025 | Jan 13, 2026 |
| CITIGROUP INC | History | Reduced | 84,915 | 58,161 | 0.03% | 0.05% | 576 | -79,620 | -48.39% | Q4 2025 | Feb 13, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 84,515 | 57,888 | 8.36% | 8.23% | 577 | +4,465 | 5.58% | Q4 2025 | Jan 23, 2026 |
| Counterpoint Mutual Funds LLC | History | No change | 84,341 | 57,768 | 4.28% | 4.46% | 578 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Riverstone Advisors, LLC | History | Added to | 84,325 | 57,757 | 27.21% | 27.67% | 579 | +25 | 0.03% | Q4 2025 | Feb 02, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 84,202 | 57,673 | 2.18% | 2.16% | 580 | +221 | 0.26% | Q4 2025 | Feb 17, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 84,109 | 57,609 | 11.36% | 11.38% | 581 | -585 | -0.69% | Q4 2025 | Jan 28, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 84,018 | 57,547 | 1.49% | 1.46% | 582 | +4,268 | 5.35% | Q4 2025 | Feb 17, 2026 |
| Colonial Trust Advisors | History | Added to | 83,949 | 57,499 | 4.33% | 4.16% | 583 | +3,254 | 4.03% | Q4 2025 | Feb 12, 2026 |
| Wealth Quarterback LLC | History | Added to | 83,028 | 56,868 | 20.47% | 13.41% | 584 | +31,201 | 60.2% | Q4 2025 | Jan 15, 2026 |
| 1832 Asset Management L.P. | History | Added to | 82,775 | 56,695 | 0.04% | 0.04% | 585 | +13,905 | 20.19% | Q4 2025 | Feb 13, 2026 |
| Lakeshore Financial Planning, Inc. | History | Added to | 82,743 | 56,674 | 20.25% | 20.45% | 586 | +404 | 0.49% | Q4 2025 | Feb 17, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 82,622 | 56,591 | 14.89% | 16.22% | 587 | -986 | -1.18% | Q4 2025 | Feb 13, 2026 |
| Ackerman Asset Management, LLC | History | Reduced | 82,374 | 56,420 | 37.53% | 39.62% | 588 | -288 | -0.35% | Q4 2025 | Feb 13, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 82,268 | 56,348 | 12.76% | 12.95% | 589 | +3,164 | 4.0% | Q4 2025 | Feb 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 82,180 | 56,288 | 3.17% | 2.96% | 590 | +6,575 | 8.7% | Q4 2025 | Jan 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 81,725 | 55,976 | 1.1% | 1.05% | 591 | +39,385 | 93.02% | Q4 2025 | Feb 11, 2026 |
| High Note Wealth, LLC | History | Added to | 81,668 | 55,937 | 10.95% | 10.72% | 592 | +1,822 | 2.28% | Q4 2025 | Feb 05, 2026 |
| MKD WEALTH COACHES, LLC | History | Reduced | 81,543 | 55,851 | 55.84% | 56.52% | 593 | -3,215 | -3.79% | Q4 2025 | Jan 12, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 81,327 | 55,772 | 12.93% | 13.01% | 594 | +801 | 0.99% | Q4 2025 | Feb 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 81,204 | 55,619 | 0.73% | 0.72% | 595 | +6,946 | 9.35% | Q4 2025 | Feb 10, 2026 |
| HOWE & RUSLING INC | History | Added to | 81,145 | 55,579 | 3.68% | 3.6% | 596 | +2,690 | 3.43% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 80,570 | 55,232 | 0.91% | 0.9% | 597 | +1,517 | 1.92% | Q4 2025 | Feb 09, 2026 |
| Daybright Advisory Services, Inc. | History | New | 80,551 | 55,172 | 14.72% | — | 598 | +80,551 | New | Q4 2025 | Feb 12, 2026 |
| Shelter Ins Retirement Plan | History | No change | 80,061 | 54,836 | 59.26% | 59.23% | 599 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GoalFusion Wealth Management, LLC | History | Added to | 80,024 | 54,811 | 25.35% | 25.4% | 600 | +534 | 0.67% | Q4 2025 | Jan 06, 2026 |
| First Financial Bank - Trust Division | History | Added to | 80,009 | 54,801 | 4.5% | 4.3% | 601 | +4,752 | 6.31% | Q4 2025 | Jan 02, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 79,891 | 54,720 | 2.88% | 2.78% | 602 | +31,936 | 66.6% | Q4 2025 | Feb 09, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 79,853 | 54,694 | 9.36% | 9.5% | 603 | +1,134 | 1.44% | Q4 2025 | Jan 29, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Reduced | 79,848 | 54,691 | 21.13% | 21.18% | 604 | -994 | -1.23% | Q4 2025 | Jan 21, 2026 |
| Legacy Wealth Partners, LLC | History | New | 79,788 | 54,650 | 14.15% | — | 605 | +79,788 | New | Q4 2025 | Feb 17, 2026 |
| International City Management Association Retirement Corp | History | No change | 79,711 | 54,597 | 27.72% | 27.25% | 606 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Keebeck Wealth Management | History | Added to | 79,489 | 54,445 | 6.28% | 6.27% | 607 | +243 | 0.31% | Q4 2025 | Feb 17, 2026 |
| Waterloo Capital, L.P. | History | Added to | 78,692 | 53,899 | 3.88% | 3.71% | 608 | +4,158 | 5.58% | Q4 2025 | Feb 10, 2026 |
| Serenus Wealth Advisors, LLC | History | Added to | 78,661 | 53,878 | 10.43% | 8.85% | 609 | +1,227 | 1.58% | Q4 2025 | Jan 28, 2026 |
| TD Capital Management LLC | History | Reduced | 78,621 | 53,850 | 4.78% | 4.76% | 610 | -384 | -0.49% | Q4 2025 | Feb 26, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 78,610 | 53,842 | 0.79% | 0.65% | 611 | +12,016 | 18.04% | Q4 2025 | Feb 17, 2026 |
| Waterway Wealth Management, LLC | History | Added to | 146,437 | 53,791 | 12.17% | 12.27% | 612 | +1,430 | 0.99% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 78,297 | 53,628 | 0.04% | 0.05% | 613 | -10,541 | -11.87% | Q4 2025 | Feb 13, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 78,187 | 53,548 | 6.76% | 6.69% | 614 | -958 | -1.21% | Q4 2025 | Feb 18, 2026 |
| FINANCIAL COUNSELORS INC | History | Added to | 77,995 | 53,421 | 74.08% | 13.04% | 615 | +63,352 | 432.64% | Q4 2025 | Feb 03, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 77,548 | 53,115 | 3.86% | 3.96% | 616 | +1,729 | 2.28% | Q4 2025 | Feb 09, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 76,340 | 52,737 | 0.05% | 0.06% | 617 | -24,480 | -24.28% | Q4 2025 | Jan 29, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 76,707 | 52,539 | 1.6% | 1.59% | 618 | -991 | -1.28% | Q4 2025 | Feb 11, 2026 |
| Stratos Investment Management, LLC | History | Added to | 76,646 | 52,498 | 2.1% | 2.04% | 619 | +2,805 | 3.8% | Q4 2025 | Jan 20, 2026 |
| Newton One Investments LLC | History | Reduced | 76,492 | 52,392 | 15.45% | 15.6% | 620 | -2,208 | -2.81% | Q4 2025 | Jan 23, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 76,466 | 52,384 | 28.91% | 29.4% | 621 | +1,903 | 2.55% | Q4 2025 | Feb 04, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 76,131 | 52,144 | 3.53% | 4.56% | 622 | -23,324 | -23.45% | Q4 2025 | Feb 09, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 75,576 | 51,764 | 3.59% | 3.57% | 623 | +842 | 1.13% | Q4 2025 | Feb 12, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 75,456 | 51,682 | 1.8% | 1.78% | 624 | -85 | -0.11% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 75,285 | 51,565 | 2.68% | 2.78% | 625 | -36 | -0.05% | Q4 2025 | Feb 05, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 75,256 | 51,545 | 15.74% | 15.7% | 626 | +1,775 | 2.42% | Q4 2025 | Feb 05, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 74,908 | 51,307 | 5.66% | 18.08% | 627 | -161,008 | -68.25% | Q4 2025 | Feb 06, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 74,880 | 51,288 | 0.16% | 0.05% | 628 | +48,892 | 188.13% | Q4 2025 | Feb 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 74,528 | 51,047 | 0.64% | 0.63% | 629 | +2,502 | 3.47% | Q4 2025 | Feb 10, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 73,711 | 50,487 | 15.09% | 15.73% | 630 | +660 | 0.9% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 73,685 | 50,470 | 3.45% | 3.35% | 631 | -362 | -0.49% | Q4 2025 | Jan 26, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 73,490 | 50,335 | 11.63% | 12.19% | 632 | -3,504 | -4.55% | Q4 2025 | Jan 15, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Added to | 73,261 | 50,179 | 19.7% | 19.28% | 633 | +1,022 | 1.41% | Q4 2025 | Jan 30, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 72,953 | 49,968 | 2.63% | 0.84% | 634 | +52,733 | 260.8% | Q4 2025 | Jan 26, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 72,922 | 49,947 | 11.39% | 10.37% | 635 | -1,247 | -1.68% | Q4 2025 | Feb 02, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 72,402 | 49,591 | 14.28% | — | 636 | +72,402 | New | Q4 2025 | Feb 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 71,968 | 49,293 | 0.34% | 0.3% | 637 | +3,552 | 5.19% | Q4 2025 | Feb 17, 2026 |
| MATHER GROUP, LLC. | History | Added to | 71,668 | 49,088 | 0.51% | 0.48% | 638 | +33 | 0.05% | Q4 2025 | Jan 13, 2026 |
| SouthState Bank Corp | History | Added to | 71,436 | 48,929 | 2.19% | 2.05% | 639 | +4,913 | 7.39% | Q4 2025 | Feb 11, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 71,404 | 48,907 | 3.66% | 3.57% | 640 | +1,329 | 1.9% | Q4 2025 | Feb 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 70,899 | 48,561 | 1.67% | 1.72% | 641 | -632 | -0.88% | Q4 2025 | Feb 12, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 70,865 | 48,538 | 4.24% | 4.14% | 642 | +1,963 | 2.85% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 69,978 | 47,930 | 4.57% | 4.61% | 643 | -167 | -0.24% | Q4 2025 | Jan 28, 2026 |
| BAILARD, INC. | History | Reduced | 69,847 | 47,841 | 1.06% | 1.03% | 644 | -695 | -0.99% | Q4 2025 | Feb 04, 2026 |
| Next Capital Management LLC | History | Added to | 69,834 | 47,832 | 15.31% | 15.35% | 645 | +1,135 | 1.65% | Q4 2025 | Feb 11, 2026 |
| Latko Wealth Management, Ltd. | History | Reduced | 69,808 | 47,814 | 23.41% | 25.21% | 646 | -4,476 | -6.03% | Q4 2025 | Feb 10, 2026 |
| Boulder Wealth Advisors, LLC | History | Added to | 69,786 | 47,798 | 20.2% | 21.48% | 647 | +764 | 1.11% | Q4 2025 | Feb 05, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Reduced | 69,702 | 47,741 | 27.71% | 27.31% | 648 | -974 | -1.38% | Q4 2025 | Jan 07, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 69,557 | 47,642 | 1.34% | 2.14% | 649 | +18,577 | 36.44% | Q4 2025 | Feb 10, 2026 |
| MCF Advisors LLC | History | Added to | 69,498 | 47,602 | 2.63% | 2.76% | 650 | +2,130 | 3.16% | Q4 2025 | Feb 11, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 69,190 | 47,390 | 0.46% | 0.48% | 651 | -4,789 | -6.47% | Q4 2025 | Feb 05, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 68,964 | 47,236 | 0.38% | 0.33% | 652 | -228 | -0.33% | Q4 2025 | Feb 17, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 68,939 | 47,219 | 3.01% | 1.77% | 653 | +29,090 | 73.0% | Q4 2025 | Feb 05, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 68,901 | 47,192 | 3.03% | 3.16% | 654 | -746 | -1.07% | Q4 2025 | Jan 20, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 601 | 47,140 | 3.25% | 2.83% | 655 | -65,240 | -99.09% | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 116,022 | 47,102 | 1.14% | 1.5% | 656 | -940 | -0.8% | Q4 2025 | Feb 11, 2026 |
| Alpha Financial Partners, LLC | History | Reduced | 68,535 | 46,942 | 28.66% | 31.62% | 657 | -4,109 | -5.66% | Q4 2025 | Feb 10, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 68,496 | 46,916 | 1.4% | 1.36% | 658 | +2,371 | 3.59% | Q4 2025 | Jan 16, 2026 |
| NDWM LLC | History | Added to | 68,062 | 46,618 | 30.84% | 30.28% | 659 | +1,388 | 2.08% | Q4 2025 | Feb 05, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | Added to | 67,832 | 46,461 | 24.27% | 23.52% | 660 | +1,461 | 2.2% | Q4 2025 | Feb 17, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 67,752 | 46,406 | 4.75% | 4.62% | 661 | -1,681 | -2.42% | Q4 2025 | Feb 10, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Reduced | 67,627 | 46,320 | 14.17% | 15.65% | 662 | -1,545 | -2.23% | Q4 2025 | Feb 06, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 67,368 | 46,143 | 0.7% | 0.75% | 663 | -3,294 | -4.66% | Q4 2025 | Jan 22, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Added to | 65,943 | 46,043 | 30.87% | 31.5% | 664 | +1,636 | 2.54% | Q4 2025 | Jan 15, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 67,219 | 46,040 | 3.23% | 3.13% | 665 | +3,375 | 5.29% | Q4 2025 | Feb 04, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 67,156 | 45,998 | 13.8% | 14.26% | 666 | -279 | -0.41% | Q4 2025 | Jan 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 66,926 | 45,840 | 0.9% | 0.91% | 667 | +1,731 | 2.66% | Q4 2025 | Jan 14, 2026 |
| Capital Planning LLC | History | Reduced | 66,730 | 45,789 | 12.83% | 13.29% | 668 | -1,428 | -2.1% | Q4 2025 | Jan 23, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 66,601 | 45,617 | 3.24% | 4.65% | 669 | -36,844 | -35.62% | Q4 2025 | Jan 14, 2026 |
| CERTUITY, LLC | History | Added to | 66,260 | 45,384 | 2.86% | 3.03% | 670 | +327 | 0.5% | Q4 2025 | Jan 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 66,108 | 45,275 | 0.04% | 0.03% | 671 | +23,791 | 56.22% | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 65,257 | 45,173 | 1.11% | 1.1% | 672 | +4,463 | 7.34% | Q4 2025 | Jan 28, 2026 |
| Portland Global Advisors LLC | History | Added to | 65,950 | 45,171 | 4.85% | 4.91% | 673 | +304 | 0.46% | Q4 2025 | Feb 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 65,731 | 45,022 | 0.78% | 0.36% | 674 | +40,478 | 160.29% | Q4 2025 | Feb 19, 2026 |
| Integrity Investment Advisors, LLC | History | Reduced | 65,698 | 44,999 | 24.78% | 29.89% | 675 | -1,655 | -2.46% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 65,485 | 44,853 | 0.96% | 0.94% | 676 | +2,870 | 4.58% | Q4 2025 | Feb 05, 2026 |
| Salus Financial Advisors, LLC | History | Added to | 65,216 | 44,668 | 26.77% | 26.38% | 677 | +1,302 | 2.04% | Q4 2025 | Jan 21, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 65,004 | 44,524 | 10.14% | 9.91% | 678 | +1,891 | 3.0% | Q4 2025 | Jan 21, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 65,000 | 44,521 | 1.08% | 1.06% | 679 | +359 | 0.56% | Q4 2025 | Feb 13, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 64,956 | 44,491 | 16.44% | 16.66% | 680 | -17,980 | -21.68% | Q4 2025 | Jan 22, 2026 |
| NIXON PEABODY TRUST CO | History | Added to | 64,745 | 44,346 | 3.36% | 2.79% | 681 | +7,721 | 13.54% | Q4 2025 | Feb 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 64,521 | 44,192 | 0.54% | 0.54% | 682 | +2,457 | 3.96% | Q4 2025 | Jan 26, 2026 |
| Apeiron RIA LLC | History | Added to | 63,820 | 44,098 | 8.95% | 1.68% | 683 | +52,600 | 468.81% | Q4 2025 | Feb 03, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 63,940 | 43,794 | 2.32% | 2.3% | 684 | -1,061 | -1.63% | Q4 2025 | Feb 11, 2026 |
| Axiom Financial Strategies, LLC | History | Reduced | 63,851 | 43,734 | 18.4% | 18.61% | 685 | -755 | -1.17% | Q4 2025 | Jan 23, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 63,825 | 43,716 | 16.08% | 13.63% | 686 | -435 | -0.68% | Q4 2025 | Feb 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 63,549 | 43,527 | 1.14% | 1.06% | 687 | +4,402 | 7.44% | Q4 2025 | Jan 23, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 63,227 | 43,414 | 15.18% | 15.52% | 688 | +692 | 1.11% | Q4 2025 | Feb 10, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 63,269 | 43,335 | 0.88% | 0.87% | 689 | +7,055 | 12.55% | Q4 2025 | Feb 03, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 62,814 | 43,023 | 11.98% | 11.64% | 690 | +2,598 | 4.31% | Q4 2025 | Jan 23, 2026 |
| Stone House Investment Management, LLC | History | Added to | 62,657 | 42,916 | 6.66% | 6.95% | 691 | +1,001 | 1.62% | Q4 2025 | Jan 21, 2026 |
| Snider Financial Group | History | Added to | 62,635 | 42,901 | 11.43% | 10.88% | 692 | +3,046 | 5.11% | Q4 2025 | Jan 21, 2026 |
| AMES NATIONAL CORP | History | Added to | 62,254 | 42,640 | 24.96% | 23.32% | 693 | +3,562 | 6.07% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 62,025 | 42,483 | 5.79% | 5.82% | 694 | +1,093 | 1.79% | Q4 2025 | Jan 21, 2026 |
| Cynosure Group, LLC | History | Added to | 903,246 | 42,464 | 4.32% | 2.88% | 695 | +863,647 | 2180.98% | Q4 2025 | Feb 17, 2026 |
| Coastline Trust Co | History | Added to | 61,996 | 42,463 | 3.99% | 4.0% | 696 | +6,287 | 11.29% | Q4 2025 | Jan 05, 2026 |
| Bare Financial Services, Inc | History | Reduced | 61,701 | 42,261 | 11.76% | 12.42% | 697 | -416 | -0.67% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 61,492 | 42,118 | 1.47% | 1.42% | 698 | +3,057 | 5.23% | Q4 2025 | Jan 13, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 61,443 | 42,084 | 6.07% | 6.09% | 699 | -364 | -0.59% | Q4 2025 | Jan 28, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Added to | 61,371 | 42,035 | 3.58% | 3.37% | 700 | +4,357 | 7.64% | Q4 2025 | Feb 17, 2026 |
| Fort Henry Capital, LLC | History | Reduced | 61,252 | 41,953 | 25.7% | 26.48% | 701 | -1,040 | -1.67% | Q4 2025 | Jan 23, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Added to | 61,169 | 41,897 | 2.77% | 2.79% | 702 | +962 | 1.6% | Q4 2025 | Jan 23, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 60,965 | 41,757 | 1.36% | 1.51% | 703 | -6,624 | -9.8% | Q4 2025 | Jan 20, 2026 |
| Nolet Wealth Management, LLC | History | New | 60,954 | 41,749 | 23.27% | — | 704 | +60,954 | New | Q4 2025 | Feb 27, 2026 |
| Palatine Hill Wealth Management, LLC | History | New | 60,942 | 41,741 | 33.66% | — | 705 | +60,942 | New | Q4 2025 | Feb 10, 2026 |
| Napier Financial, LLC | History | New | 60,850 | 41,678 | 10.41% | — | 706 | +60,850 | New | Q4 2025 | Feb 11, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 60,793 | 41,639 | 12.24% | 13.01% | 707 | +2,803 | 4.83% | Q4 2025 | Feb 02, 2026 |
| One Capital Management, LLC | History | Added to | 60,762 | 41,618 | 1.26% | 0.89% | 708 | +18,999 | 45.49% | Q4 2025 | Feb 10, 2026 |
| High Falls Advisors, Inc | History | Added to | 60,629 | 41,526 | 8.41% | 8.2% | 709 | +1,095 | 1.84% | Q4 2025 | Feb 18, 2026 |
| Peak Planning Group, LLC | History | New | 60,570 | 41,486 | 11.63% | — | 710 | +60,570 | New | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 60,421 | 41,384 | 1.91% | 1.92% | 711 | -1,650 | -2.66% | Q4 2025 | Feb 17, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 60,365 | 41,346 | 20.62% | 19.89% | 712 | +3,362 | 5.9% | Q4 2025 | Feb 11, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Reduced | 60,252 | 41,269 | 9.47% | 11.7% | 713 | -9,742 | -13.92% | Q4 2025 | Jan 20, 2026 |
| CISCO SYSTEMS, INC. | History | No change | 60,000 | 41,096 | 12.49% | 9.94% | 714 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 59,940 | 41,055 | 14.38% | 14.69% | 715 | -821 | -1.35% | Q4 2025 | Feb 09, 2026 |
| David J Yvars Group | History | Added to | 59,692 | 40,887 | 21.76% | 20.24% | 716 | +3,246 | 5.75% | Q4 2025 | Jan 12, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 59,675 | 40,873 | 1.55% | 1.57% | 717 | -238 | -0.4% | Q4 2025 | Feb 09, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 59,625 | 40,839 | 4.43% | 4.65% | 718 | -623 | -1.03% | Q4 2025 | Jan 26, 2026 |
| Legacy Advisors, LLC | History | Added to | 59,494 | 40,749 | 4.38% | 3.17% | 719 | +21,082 | 54.88% | Q4 2025 | Jan 27, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 59,099 | 40,479 | 22.01% | 21.8% | 720 | +1,864 | 3.26% | Q4 2025 | Feb 18, 2026 |
| Windsor Capital Management, LLC | History | Reduced | 59,065 | 40,455 | 11.17% | 10.93% | 721 | -101 | -0.17% | Q4 2025 | Jan 15, 2026 |
| FULTON BANK, N.A. | History | Added to | 58,895 | 40,339 | 1.39% | 1.26% | 722 | +4,985 | 9.25% | Q4 2025 | Jan 08, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 58,682 | 40,193 | 2.09% | 2.26% | 723 | -3,013 | -4.88% | Q4 2025 | Mar 04, 2026 |
| Somnio Financial Group, LLC | History | Reduced | 58,466 | 40,045 | 26.47% | 26.7% | 724 | -380 | -0.65% | Q4 2025 | Jan 08, 2026 |
| Apollon Financial, LLC | History | Added to | 58,327 | 39,950 | 5.8% | 6.42% | 725 | +641 | 1.11% | Q4 2025 | Jan 22, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 58,320 | 39,945 | 0.02% | 0.04% | 726 | -69,330 | -54.31% | Q4 2025 | Feb 13, 2026 |
| Kapstone Financial Advisors LLC | History | Added to | 58,139 | 39,821 | 19.8% | 17.9% | 727 | +1,349 | 2.38% | Q4 2025 | Feb 05, 2026 |
| SWS Partners | History | Added to | 58,134 | 39,818 | 9.61% | 9.37% | 728 | +773 | 1.35% | Q4 2025 | Jan 16, 2026 |
| Mizuho Markets Cayman LP | History | New | 58,000 | 39,726 | 2.0% | — | 729 | +58,000 | New | Q4 2025 | Feb 06, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Reduced | 57,932 | 39,679 | 25.91% | 26.33% | 730 | -1,673 | -2.81% | Q4 2025 | Feb 17, 2026 |
| Mann Financial Group, Inc. | History | Added to | 57,724 | 39,537 | 38.24% | 38.05% | 731 | +167 | 0.29% | Q4 2025 | Feb 09, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 57,663 | 39,495 | 4.78% | 4.77% | 732 | +927 | 1.63% | Q4 2025 | Jan 13, 2026 |
| Valley Financial Group, Inc. | History | Added to | 57,477 | 39,368 | 22.11% | 19.39% | 733 | +6,388 | 12.5% | Q4 2025 | Feb 18, 2026 |
| Avondale Wealth Management | History | Reduced | 57,259 | 39,219 | 20.17% | 20.78% | 734 | -1,031 | -1.77% | Q4 2025 | Feb 17, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 57,197 | 39,176 | 6.25% | 6.39% | 735 | -547 | -0.95% | Q4 2025 | Feb 09, 2026 |
| LCW Services, LLC | History | New | 57,124 | 39,126 | 20.84% | — | 736 | +57,124 | New | Q4 2025 | Feb 11, 2026 |
| ZynergyRetirementPlanningLLC | History | Added to | 57,117 | 39,121 | 24.07% | 23.96% | 737 | +360 | 0.63% | Q4 2025 | Jan 09, 2026 |
| FIRST HORIZON CORP | History | Reduced | 57,047 | 39,073 | 1.75% | 1.85% | 738 | -1,802 | -3.06% | Q4 2025 | Jan 27, 2026 |
| Panoramic Capital Partners, LLC | History | Added to | 57,039 | 39,068 | 23.96% | 24.42% | 739 | +257 | 0.45% | Q4 2025 | Jan 07, 2026 |
| Blue Trust, Inc. | History | Reduced | 57,016 | 39,052 | 0.44% | 0.44% | 740 | -1,768 | -3.01% | Q4 2025 | Jan 16, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 57,000 | 39,041 | 10.66% | 10.2% | 741 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PACK Private Wealth, LLC | History | Added to | 56,393 | 38,625 | 17.61% | 17.6% | 742 | +580 | 1.04% | Q4 2025 | Feb 17, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 55,869 | 38,600 | 3.71% | 4.01% | 743 | -6,428 | -10.32% | Q4 2025 | Feb 13, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 56,206 | 38,497 | 28.57% | 29.53% | 744 | +620 | 1.12% | Q4 2025 | Jan 14, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 55,918 | 38,300 | 8.72% | 9.23% | 745 | -741 | -1.31% | Q4 2025 | Jan 21, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 55,901 | 38,288 | 4.2% | 4.27% | 746 | -508 | -0.9% | Q4 2025 | Jan 20, 2026 |
| SG Americas Securities, LLC | History | Added to | 55,851 | 38,255 | 0.05% | 0.01% | 747 | +51,929 | 1324.04% | Q4 2025 | Jan 09, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 55,808 | 38,225 | 3.12% | 3.35% | 748 | -1,940 | -3.36% | Q4 2025 | Jan 23, 2026 |
| Sonoma Allocations LLC | History | Added to | 54,713 | 38,197 | 12.68% | 12.42% | 749 | +3,290 | 6.4% | Q4 2025 | Feb 23, 2026 |
| SACHEM HILL LLC | History | Reduced | 55,734 | 38,174 | 7.42% | 7.61% | 750 | -1,073 | -1.89% | Q4 2025 | Feb 12, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 55,640 | 38,110 | 6.46% | 7.06% | 751 | -6,089 | -9.86% | Q4 2025 | Jan 27, 2026 |
| New Insight Wealth Advisors | History | Added to | 55,634 | 38,106 | 13.61% | 12.77% | 752 | +4,920 | 9.7% | Q4 2025 | Feb 17, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 55,619 | 38,095 | 3.73% | 3.82% | 753 | +127 | 0.23% | Q4 2025 | Feb 13, 2026 |
| ENZI WEALTH | History | Reduced | 54,852 | 38,039 | 13.41% | 14.23% | 754 | -6,090 | -9.99% | Q4 2025 | Jan 15, 2026 |
| Adirondack Capital Advisors, LLC | History | New | 55,213 | 37,817 | 25.43% | — | 755 | +55,213 | New | Q4 2025 | Feb 03, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Reduced | 54,837 | 37,560 | 3.69% | 3.76% | 756 | -680 | -1.22% | Q4 2025 | Feb 13, 2026 |
| CHEMUNG CANAL TRUST CO | History | Added to | 54,604 | 37,400 | 7.4% | 6.96% | 757 | +2,395 | 4.59% | Q4 2025 | Jan 14, 2026 |
| DURANTE & WATERS, LLC | History | Added to | 54,415 | 37,270 | 26.0% | 25.94% | 758 | +1,722 | 3.27% | Q4 2025 | Jan 30, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 53,703 | 36,778 | 6.44% | 6.02% | 759 | +7,031 | 15.06% | Q4 2025 | Jan 29, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 53,495 | 36,640 | 1.37% | 3.74% | 760 | -31,884 | -37.34% | Q4 2025 | Feb 04, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 53,341 | 36,535 | 11.27% | 10.89% | 761 | +2,197 | 4.3% | Q4 2025 | Jan 12, 2026 |
| Orin Green Financial, LLC | History | Added to | 53,275 | 36,489 | 14.6% | 13.89% | 762 | +1,363 | 2.63% | Q4 2025 | Feb 06, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 53,032 | 36,323 | 4.76% | 4.97% | 763 | -3,515 | -6.22% | Q4 2025 | Feb 10, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 52,949 | 36,267 | 11.33% | 10.38% | 764 | +6,592 | 14.22% | Q4 2025 | Jan 07, 2026 |
| SFMG, LLC | History | Reduced | 52,936 | 36,257 | 2.43% | 2.47% | 765 | -234 | -0.44% | Q4 2025 | Feb 10, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 52,911 | 36,240 | 2.5% | 2.45% | 766 | -91 | -0.17% | Q4 2025 | Jan 28, 2026 |
| Ballew Advisors, Inc | History | Reduced | 51,893 | 36,162 | 20.38% | 19.41% | 767 | -374 | -0.72% | Q4 2025 | Jan 14, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 52,144 | 35,715 | 9.2% | 9.42% | 768 | -352 | -0.67% | Q4 2025 | Feb 06, 2026 |
| Alliance Wealth Management Group | History | Added to | 52,014 | 35,630 | 7.82% | 7.52% | 769 | +1,514 | 3.0% | Q4 2025 | Jan 21, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Added to | 51,950 | 35,582 | 2.02% | 1.71% | 770 | +7,550 | 17.0% | Q4 2025 | Feb 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 51,876 | 35,531 | 1.12% | 1.16% | 771 | -1,526 | -2.86% | Q4 2025 | Jan 30, 2026 |
| River Wealth Advisors LLC | History | Added to | 51,874 | 35,530 | 3.98% | 4.05% | 772 | +144 | 0.28% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 51,716 | 35,422 | 0.8% | 0.94% | 773 | -2,266 | -4.2% | Q4 2025 | Feb 06, 2026 |
| MERIDIAN MANAGEMENT CO | History | Added to | 51,435 | 35,229 | 8.72% | 9.07% | 774 | +786 | 1.55% | Q4 2025 | Feb 10, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 51,050 | 35,220 | 9.72% | 10.37% | 775 | +234 | 0.46% | Q4 2025 | Jan 14, 2026 |
| Elevated Financial Group LLC | History | New | 51,296 | 35,134 | 12.15% | — | 776 | +51,296 | New | Q4 2025 | Jan 29, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 51,156 | 35,038 | 2.31% | 2.41% | 777 | -957 | -1.84% | Q4 2025 | Apr 02, 2026 |
| SYON CAPITAL LLC | History | Reduced | 51,140 | 35,027 | 1.75% | 1.85% | 778 | -391 | -0.76% | Q4 2025 | Feb 11, 2026 |
| ATLANTIC FAMILY WEALTH, LLC | History | Reduced | 51,120 | 35,014 | 26.44% | 26.49% | 779 | -99 | -0.19% | Q4 2025 | Feb 12, 2026 |
| Integrated Capital Management, LLC | History | Reduced | 51,079 | 34,985 | 15.04% | 15.67% | 780 | -588 | -1.14% | Q4 2025 | Jan 26, 2026 |
| HCR Wealth Advisors | History | Added to | 50,961 | 34,905 | 3.46% | 2.88% | 781 | +9,624 | 23.28% | Q4 2025 | Jan 27, 2026 |
| Atwater Malick LLC | History | Added to | 50,906 | 34,867 | 9.61% | 8.88% | 782 | +5,203 | 11.38% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 50,875 | 34,846 | 2.4% | 2.55% | 783 | +212 | 0.42% | Q4 2025 | Feb 02, 2026 |
| J.E. Simmons & Co., P.C. | History | New | 50,822 | 34,810 | 22.57% | — | 784 | +50,822 | New | Q4 2025 | Feb 13, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 50,794 | 34,790 | 4.96% | — | 785 | +50,794 | New | Q4 2025 | Feb 20, 2026 |
| Fortitude Family Office, LLC | History | Added to | 50,643 | 34,687 | 8.07% | 8.86% | 786 | +1,412 | 2.87% | Q4 2025 | Jan 15, 2026 |
| SVB WEALTH LLC | History | Added to | 50,452 | 34,556 | 2.04% | 1.59% | 787 | +6,195 | 14.0% | Q4 2025 | Feb 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 50,364 | 34,496 | 0.19% | 0.18% | 788 | +3,922 | 8.44% | Q4 2025 | Feb 11, 2026 |
| Unisphere Establishment | History | New | 50,000 | 34,247 | 0.26% | — | 789 | +50,000 | New | Q4 2025 | Feb 17, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 50,092 | 34,172 | 5.49% | 5.52% | 790 | -1,376 | -2.67% | Q4 2025 | Feb 06, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 49,875 | 34,161 | 13.43% | 13.08% | 791 | +1,240 | 2.55% | Q4 2025 | Feb 04, 2026 |
| VestGen Advisors, LLC | History | Reduced | 49,497 | 33,902 | 1.44% | 1.15% | 792 | -1,853 | -3.61% | Q4 2025 | Feb 17, 2026 |
| AMS Capital Ltda | History | Added to | 49,414 | 33,846 | 13.09% | 11.16% | 793 | +8,665 | 21.26% | Q4 2025 | Jan 21, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 49,368 | 33,814 | 2.47% | 2.39% | 794 | +2,086 | 4.41% | Q4 2025 | Feb 10, 2026 |
| VeraBank, N.A. | History | Added to | 49,032 | 33,583 | 6.11% | 5.8% | 795 | +2,640 | 5.69% | Q4 2025 | Feb 11, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Reduced | 48,963 | 33,536 | 16.17% | 17.13% | 796 | -452 | -0.91% | Q4 2025 | Jan 22, 2026 |
| NorthLanding Financial Partners, LLC | History | Added to | 48,870 | 33,472 | 26.88% | 26.8% | 797 | +889 | 1.85% | Q4 2025 | Jan 26, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 48,687 | 33,347 | 2.07% | 2.34% | 798 | +95 | 0.2% | Q4 2025 | Feb 11, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 47,853 | 33,300 | 3.06% | 3.11% | 799 | -490 | -1.01% | Q4 2025 | Feb 02, 2026 |
| SEI INVESTMENTS CO | History | Added to | 48,409 | 33,157 | 0.03% | 0.01% | 800 | +39,670 | 453.94% | Q4 2025 | Feb 13, 2026 |