iSHARES TRUST - IWB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11,577,955 | 4,323,671 | 2.64% | 2.79% | 1 | +321,453 | 2.86% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 9,844,192 | 3,676,215 | 0.19% | 0.19% | 2 | -131,180 | -1.32% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,914,890 | 1,835,416 | 0.13% | 0.11% | 3 | +505,392 | 11.46% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,567,946 | 1,705,853 | 0.51% | 0.44% | 4 | +384,293 | 9.19% | Q4 2025 | Feb 10, 2026 |
| M&T BANK CORP | History | Reduced | 2,831,032 | 1,057,220 | 3.39% | 3.48% | 5 | -2,745 | -0.1% | Q4 2025 | Jan 30, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 2,691,766 | 1,005,213 | 0.13% | 0.13% | 6 | -58,426 | -2.12% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 2,451,013 | 915,306 | 0.25% | 0.26% | 7 | +3,325 | 0.14% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,297,491 | 857,975 | 0.47% | 0.52% | 8 | -61,013 | -2.59% | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | Added to | 2,217,141 | 827,969 | 0.01% | 0.01% | 9 | +490,969 | 28.44% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 2,089,875 | 780,444 | 0.05% | 0.07% | 10 | -907,914 | -30.29% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 1,955,205 | 730,138 | 0.83% | 1.03% | 11 | +215,456 | 12.38% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,612,705 | 602,248 | 0.11% | 0.11% | 12 | +14,206 | 0.89% | Q4 2025 | Feb 13, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Reduced | 1,462,605 | 546,195 | 13.01% | 12.79% | 13 | -3,108 | -0.21% | Q4 2025 | Feb 02, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 1,462,605 | 546,195 | 11.22% | 10.8% | 14 | -3,108 | -0.21% | Q4 2025 | Feb 10, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 1,403,281 | 524,041 | 4.28% | 4.35% | 15 | -23,041 | -1.62% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,384,623 | 517,073 | 0.06% | 0.08% | 16 | -433,033 | -23.82% | Q4 2025 | Mar 25, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,342,895 | 501,491 | 0.03% | 0.03% | 17 | +21,540 | 1.63% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,322,245 | 493,779 | 0.31% | 0.33% | 18 | -15,305 | -1.14% | Q4 2025 | Feb 10, 2026 |
| BOKF, NA | History | Added to | 1,297,149 | 484,407 | 7.41% | 7.04% | 19 | +17,096 | 1.34% | Q4 2025 | Feb 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,164,954 | 435,040 | 0.83% | 0.87% | 20 | -3,636 | -0.31% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 1,109,517 | 414,216 | 1.6% | — | 21 | +1,109,517 | New | Q4 2025 | Feb 13, 2026 |
| ALLSTATE CORP | History | Added to | 1,078,170 | 402,631 | 5.5% | 3.99% | 22 | +599,755 | 125.36% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Reduced | 909,631 | 339,692 | 0.06% | 0.05% | 23 | -35,580 | -3.76% | Q4 2025 | Jan 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 792,517 | 295,957 | 0.45% | 0.48% | 24 | +2,941 | 0.37% | Q4 2025 | Feb 18, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 791,000 | 295,391 | 2.17% | 2.19% | 25 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| US BANCORP \DE\ | History | Added to | 775,933 | 289,765 | 0.34% | 0.33% | 26 | +24,711 | 3.29% | Q4 2025 | Jan 30, 2026 |
| Cerity Partners LLC | History | Reduced | 745,035 | 278,225 | 0.41% | 0.45% | 27 | -12,475 | -1.65% | Q4 2025 | Feb 11, 2026 |
| Legacy Wealth Management, Inc | History | Reduced | 710,475 | 265,319 | 15.29% | 15.55% | 28 | -12,117 | -1.68% | Q4 2025 | Jan 21, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 684,338 | 256,244 | 0.61% | 0.65% | 29 | -51,968 | -7.06% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 657,338 | 245,476 | 0.18% | 0.18% | 30 | +2,075 | 0.32% | Q4 2025 | Feb 17, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 649,033 | 242,374 | 12.9% | 12.96% | 31 | -5,384 | -0.82% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 631,389 | 235,785 | 0.07% | 0.07% | 32 | +7,202 | 1.15% | Q4 2025 | Feb 18, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 592,936 | 221,426 | 1.67% | — | 33 | +592,936 | New | Q4 2025 | Feb 18, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 552,047 | 206,156 | 0.35% | 0.23% | 34 | +187,983 | 51.63% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 546,824 | 204,206 | 0.24% | 0.25% | 35 | +11,225 | 2.1% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 535,259 | 199,887 | 0.03% | — | 36 | +535,259 | New | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Added to | 535,026 | 199,800 | 0.8% | 0.73% | 37 | +420 | 0.08% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 508,594 | 193,002 | 0.26% | 0.29% | 38 | -15,782 | -3.01% | Q4 2025 | Jan 08, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 499,000 | 186,346 | 0.31% | 0.31% | 39 | +37,000 | 8.01% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 493,513 | 184,274 | 0.04% | 0.04% | 40 | +12,779 | 2.66% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 487,726 | 182,136 | 0.55% | 0.5% | 41 | +37,631 | 8.36% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 480,347 | 179,380 | 0.2% | 0.2% | 42 | +2,975 | 0.62% | Q4 2025 | Feb 06, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 474,141 | 177,063 | 8.41% | 8.4% | 43 | +424 | 0.09% | Q4 2025 | Jan 23, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 455,129 | 169,963 | 0.07% | — | 44 | +455,129 | New | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 454,079 | 169,571 | 0.23% | 0.21% | 45 | +36,492 | 8.74% | Q4 2025 | Feb 02, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Reduced | 409,248 | 152,829 | 16.51% | 17.87% | 46 | -7,945 | -1.9% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Added to | 352,531 | 131,649 | 0.14% | 0.14% | 47 | +27,601 | 8.49% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 345,935 | 129,185 | 0.41% | 0.44% | 48 | -27,586 | -7.39% | Q4 2025 | Feb 02, 2026 |
| MPS Loria Financial Planners, LLC | History | Reduced | 333,549 | 124,560 | 32.02% | 32.46% | 49 | -702 | -0.21% | Q4 2025 | Feb 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 329,319 | 122,980 | 0.04% | 0.04% | 50 | +21,742 | 7.07% | Q4 2025 | Feb 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 326,569 | 121,953 | 0.99% | 1.2% | 51 | -1,504 | -0.46% | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 322,356 | 120,380 | 0.06% | 0.06% | 52 | +7,814 | 2.48% | Q4 2025 | Mar 20, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 307,337 | 114,771 | 0.31% | 0.47% | 53 | -159,616 | -34.18% | Q4 2025 | Feb 12, 2026 |
| NorthRock Partners, LLC | History | Added to | 298,766 | 111,571 | 1.88% | 0.53% | 54 | +218,122 | 270.48% | Q4 2025 | Feb 17, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 291,167 | 108,733 | 14.31% | 14.0% | 55 | -10,462 | -3.47% | Q4 2025 | Jan 23, 2026 |
| Lido Advisors, LLC | History | Added to | 281,876 | 105,053 | 0.31% | 0.14% | 56 | +162,537 | 136.2% | Q4 2025 | Feb 10, 2026 |
| Johns Hopkins University | History | No change | 264,479 | 98,767 | 7.19% | 5.39% | 57 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 256,407 | 95,752 | 0.09% | 0.07% | 58 | +58,029 | 29.25% | Q4 2025 | Feb 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 252,707 | 94,370 | 5.27% | 5.8% | 59 | -49,836 | -16.47% | Q4 2025 | Feb 06, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 247,833 | 92,550 | 7.84% | 8.12% | 60 | -6,058 | -2.39% | Q4 2025 | Jan 21, 2026 |
| AMG National Trust Bank | History | Reduced | 239,869 | 89,576 | 2.11% | 2.19% | 61 | -7,055 | -2.86% | Q4 2025 | Jan 30, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 232,230 | 86,723 | 0.14% | 0.14% | 62 | -2,202 | -0.94% | Q4 2025 | Feb 13, 2026 |
| Ballentine Partners, LLC | History | Reduced | 209,813 | 78,352 | 1.1% | 1.08% | 63 | -2,813 | -1.32% | Q4 2025 | Feb 03, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 204,201 | 76,256 | 0.27% | 0.21% | 64 | +46,829 | 29.76% | Q4 2025 | Feb 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 202,434 | 75,596 | 4.26% | 4.33% | 65 | -173 | -0.09% | Q4 2025 | Jan 14, 2026 |
| BROWN ADVISORY INC | History | Added to | 201,874 | 75,388 | 0.11% | 0.08% | 66 | +36,961 | 22.41% | Q4 2025 | Feb 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 200,295 | 74,798 | 0.96% | 1.01% | 67 | -5,847 | -2.84% | Q4 2025 | Feb 09, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 200,186 | 74,757 | 4.58% | 4.66% | 68 | -2,244 | -1.11% | Q4 2025 | Feb 06, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | New | 199,085 | 74,346 | 2.11% | — | 69 | +199,085 | New | Q4 2025 | Jan 05, 2026 |
| COMMERCE BANK | History | Added to | 197,238 | 73,656 | 0.41% | 0.4% | 70 | +231 | 0.12% | Q4 2025 | Feb 13, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 193,808 | 72,375 | 2.37% | 2.34% | 71 | -1,064 | -0.55% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 186,418 | 69,615 | 0.09% | 0.1% | 72 | -17,290 | -8.49% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 185,221 | 69,204 | 0.1% | 0.09% | 73 | +7,022 | 3.94% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 184,997 | 69,085 | 0.03% | 0.04% | 74 | +1,324 | 0.72% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 179,752 | 67,126 | 1.04% | 1.06% | 75 | +3,769 | 2.14% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 174,862 | 65,300 | 0.16% | 0.16% | 76 | +8,035 | 4.82% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 171,615 | 64,088 | 0.17% | 0.18% | 77 | -3,385 | -1.93% | Q4 2025 | Feb 05, 2026 |
| May Hill Capital, LLC | History | Added to | 169,602 | 63,336 | 8.28% | 9.2% | 78 | +83,737 | 97.52% | Q4 2025 | Feb 05, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 167,532 | 62,562 | 0.01% | 0.01% | 79 | -1,492 | -0.88% | Q4 2025 | Feb 10, 2026 |
| Mason & Associates Inc | History | New | 166,627 | 62,225 | 11.71% | — | 80 | +166,627 | New | Q4 2025 | Feb 05, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 166,068 | 62,016 | 2.29% | 1.55% | 81 | -10,916 | -6.17% | Q4 2025 | Jan 27, 2026 |
| Enclave Advisors LLC | History | Reduced | 162,230 | 60,583 | 8.58% | 9.29% | 82 | -4,133 | -2.48% | Q4 2025 | Jan 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 160,558 | 60,401 | 0.05% | — | 83 | +160,558 | New | Q4 2025 | Feb 13, 2026 |
| Napier Financial, LLC | History | New | 152,542 | 56,965 | 14.23% | — | 84 | +152,542 | New | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 152,126 | 56,810 | 0.1% | 0.09% | 85 | +27,932 | 22.49% | Q4 2025 | Mar 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 150,834 | 56,327 | 0.03% | 0.03% | 86 | +22,304 | 17.35% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 147,605 | 55,121 | 0.38% | 0.39% | 87 | +1,624 | 1.11% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Added to | 143,474 | 53,974 | 0.69% | 0.65% | 88 | +7,027 | 5.15% | Q4 2025 | Jan 23, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 140,497 | 52,467 | 24.19% | 23.33% | 89 | +7,791 | 5.87% | Q4 2025 | Jan 20, 2026 |
| JT Stratford LLC | History | Reduced | 139,310 | 52,023 | 6.68% | 7.01% | 90 | -3,931 | -2.74% | Q4 2025 | Feb 12, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 134,715 | 50,308 | 4.54% | 4.69% | 91 | -3,994 | -2.88% | Q4 2025 | Feb 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 134,455 | 50,210 | 0.09% | 0.1% | 92 | -16,745 | -11.07% | Q4 2025 | Feb 12, 2026 |
| Jordan Park Group LLC | History | Reduced | 128,433 | 47,962 | 2.78% | 2.76% | 93 | -3,760 | -2.84% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 125,692 | 46,938 | 0.17% | 0.21% | 94 | +675 | 0.54% | Q4 2025 | Feb 18, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 124,298 | 46,417 | 0.72% | 0.98% | 95 | -22,025 | -15.05% | Q4 2025 | Feb 17, 2026 |
| Keel Point, LLC | History | Reduced | 123,791 | 46,228 | 2.79% | 2.81% | 96 | -1,102 | -0.88% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 197,945 | 45,685 | 0.06% | 0.08% | 97 | +53,516 | 37.05% | Q4 2025 | Mar 09, 2026 |
| Trust Co | History | Reduced | 122,119 | 45,604 | 4.28% | 4.61% | 98 | -1,186 | -0.96% | Q4 2025 | Jan 15, 2026 |
| DT Investment Partners, LLC | History | Reduced | 119,231 | 44,525 | 3.69% | 3.75% | 99 | -1,913 | -1.58% | Q4 2025 | Feb 10, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 117,462 | 43,864 | 0.91% | 0.75% | 100 | +105,509 | 882.7% | Q4 2025 | Feb 17, 2026 |
| Brewster Financial Planning LLC | History | Reduced | 117,456 | 43,862 | 26.95% | 27.28% | 101 | -1,236 | -1.04% | Q4 2025 | Jan 14, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 116,015 | 43,324 | 4.47% | 4.61% | 102 | -5,175 | -4.27% | Q4 2025 | Jan 27, 2026 |
| Wealthfront Advisers LLC | History | Added to | 115,305 | 43,059 | 0.1% | 0.1% | 103 | +2,234 | 1.98% | Q4 2025 | Jan 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 115,133 | 42,995 | 0.3% | 0.32% | 104 | +10,849 | 10.4% | Q4 2025 | Feb 18, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 114,894 | 42,905 | 23.12% | 23.39% | 105 | +3,241 | 2.9% | Q4 2025 | Jan 29, 2026 |
| NIXON PEABODY TRUST CO | History | Reduced | 114,885 | 42,902 | 3.25% | 3.21% | 106 | -5,151 | -4.29% | Q4 2025 | Feb 06, 2026 |
| ASPIRIANT, LLC | History | Added to | 114,328 | 42,695 | 1.23% | 1.25% | 107 | +2,260 | 2.02% | Q4 2025 | Jan 20, 2026 |
| American Financial Advisors, LLC | History | Reduced | 110,979 | 41,443 | 5.35% | 5.39% | 108 | -3,509 | -3.06% | Q4 2025 | Feb 03, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 108,548 | 40,536 | 2.06% | 2.08% | 109 | -1,129 | -1.03% | Q4 2025 | Feb 03, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 107,439 | 40,122 | 1.83% | 1.81% | 110 | -406 | -0.38% | Q4 2025 | Feb 02, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 105,492 | 40,028 | 0.83% | 0.83% | 111 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Busey Bank | History | Reduced | 104,713 | 39,104 | 1.03% | 1.07% | 112 | -475 | -0.45% | Q4 2025 | Jan 27, 2026 |
| Constellation Investments, Inc. | History | No change | 101,441 | 37,882 | 1.17% | 1.73% | 113 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DAIDO LIFE INSURANCE CO | History | No change | 97,981 | 36,590 | 5.15% | 5.15% | 114 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | Reduced | 94,964 | 36,033 | 8.95% | 8.9% | 115 | -1,452 | -1.51% | Q4 2025 | Jan 22, 2026 |
| St. Louis Trust Co | History | Reduced | 96,475 | 36,027 | 4.13% | 4.41% | 116 | -382 | -0.39% | Q4 2025 | Feb 09, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 95,812 | 35,780 | 4.37% | 4.35% | 117 | -3,111 | -3.14% | Q4 2025 | Jan 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 93,896 | 35,064 | 0.14% | 0.15% | 118 | +6,315 | 7.21% | Q4 2025 | Feb 13, 2026 |
| TFO Wealth Partners, LLC | History | Reduced | 90,934 | 33,958 | 5.08% | 5.42% | 119 | -93 | -0.1% | Q4 2025 | Feb 05, 2026 |
| SACHEM HILL LLC | History | Reduced | 90,464 | 33,782 | 6.56% | 6.62% | 120 | -140 | -0.15% | Q4 2025 | Feb 12, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 90,318 | 33,728 | 0.27% | 0.33% | 121 | -84,108 | -48.22% | Q4 2025 | Feb 13, 2026 |
| Legacy Advisors, LLC | History | Reduced | 89,307 | 33,350 | 3.58% | 4.04% | 122 | -271 | -0.3% | Q4 2025 | Jan 27, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 88,267 | 32,962 | 2.97% | — | 123 | +88,267 | New | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 88,157 | 32,921 | 0.01% | 0.01% | 124 | +25,038 | 39.67% | Q4 2025 | Feb 11, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 87,394 | 32,636 | 2.85% | 2.9% | 125 | -1,109 | -1.25% | Q4 2025 | Feb 12, 2026 |
| Parker Investment Management, LLC | History | Reduced | 87,333 | 32,613 | 4.62% | 3.82% | 126 | -200 | -0.23% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO | History | Added to | 85,261 | 32,352 | 0.35% | 0.35% | 127 | +1,746 | 2.09% | Q4 2025 | Jan 26, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 85,671 | 31,992 | 0.75% | 0.75% | 128 | +26 | 0.03% | Q4 2025 | Feb 12, 2026 |
| Gray Private Wealth, LLC | History | Reduced | 85,348 | 31,872 | 15.57% | 16.29% | 129 | -3,035 | -3.43% | Q4 2025 | Feb 04, 2026 |
| STEPHENS INC /AR/ | History | Added to | 85,216 | 31,823 | 0.4% | 0.39% | 130 | +1,844 | 2.21% | Q4 2025 | Feb 05, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 85,154 | 31,800 | 0.83% | 0.94% | 131 | -330 | -0.39% | Q4 2025 | Feb 02, 2026 |
| Karpus Management, Inc. | History | Reduced | 84,998 | 31,741 | 0.97% | 0.99% | 132 | -779 | -0.91% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 83,737 | 31,270 | 0.0% | 0.01% | 133 | -43,189 | -34.03% | Q4 2025 | Feb 17, 2026 |
| XML Financial, LLC | History | Reduced | 83,601 | 31,220 | 2.55% | 2.51% | 134 | -912 | -1.08% | Q4 2025 | Feb 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 83,116 | 31,038 | 0.03% | 0.03% | 135 | -20,285 | -19.62% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 82,301 | 30,734 | 0.06% | 0.07% | 136 | +8,004 | 10.77% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Added to | 81,968 | 30,610 | 0.02% | 0.02% | 137 | +6,488 | 8.6% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 79,893 | 29,835 | 0.25% | 0.19% | 138 | +14,188 | 21.59% | Q4 2025 | Jan 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 79,320 | 29,621 | 0.17% | 0.18% | 139 | -743 | -0.93% | Q4 2025 | Feb 03, 2026 |
| Clearstead Advisors, LLC | History | Added to | 78,942 | 29,480 | 0.37% | 0.34% | 140 | +7,787 | 10.94% | Q4 2025 | Feb 09, 2026 |
| Opus Capital Group, LLC | History | Reduced | 78,674 | 29,380 | 3.18% | 3.27% | 141 | -860 | -1.08% | Q4 2025 | Jan 30, 2026 |
| Allen Investment Management, LLC | History | Reduced | 77,792 | 29,045 | 0.32% | 0.34% | 142 | -5,662 | -6.78% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Reduced | 77,471 | 28,930 | 0.17% | 0.18% | 143 | -1,754 | -2.21% | Q4 2025 | Feb 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 77,364 | 28,890 | 0.22% | 0.22% | 144 | +14 | 0.02% | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 76,144 | 28,435 | 0.08% | 0.07% | 145 | -469 | -0.61% | Q4 2025 | Feb 17, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Reduced | 76,072 | 28,408 | 9.29% | 10.01% | 146 | -2,096 | -2.68% | Q4 2025 | Jan 15, 2026 |
| BTC Capital Management, Inc. | History | Added to | 73,831 | 27,571 | 1.92% | 1.85% | 147 | +526 | 0.72% | Q4 2025 | Jan 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 71,360 | 26,648 | 0.04% | 0.14% | 148 | -186,440 | -72.32% | Q4 2025 | Feb 17, 2026 |
| EQUITY INVESTMENT CORP | History | New | 71,179 | 26,581 | 0.54% | — | 149 | +71,179 | New | Q4 2025 | Feb 12, 2026 |
| FineMark National Bank & Trust | History | Reduced | 68,977 | 25,758 | 0.8% | 0.85% | 150 | -2,079 | -2.93% | Q4 2025 | Feb 12, 2026 |
| GLENMEDE TRUST CO NA | History | New | 68,084 | 25,425 | 0.12% | — | 151 | +68,084 | New | Q4 2025 | Feb 17, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 67,985 | 25,388 | 0.29% | 0.29% | 152 | -388 | -0.57% | Q4 2025 | Jan 21, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 65,695 | 24,533 | 0.0% | 0.0% | 153 | -3,058 | -4.45% | Q4 2025 | Feb 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 63,640 | 23,765 | 0.47% | 0.47% | 154 | -1,407 | -2.16% | Q4 2025 | Feb 05, 2026 |
| Robinhood Asset Management, LLC | History | New | 62,369 | 23,291 | 1.86% | — | 155 | +62,369 | New | Q4 2025 | Jan 21, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 61,980 | 23,145 | 1.58% | 1.56% | 156 | -1,410 | -2.22% | Q4 2025 | Jan 26, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 61,834 | 23,091 | 0.23% | 0.23% | 157 | -606 | -0.97% | Q4 2025 | Feb 13, 2026 |
| DAVIS R M INC | History | Added to | 60,692 | 22,664 | 0.39% | 0.38% | 158 | +551 | 0.92% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 60,594 | 22,628 | 0.24% | 0.06% | 159 | +50,596 | 506.06% | Q4 2025 | Jan 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 59,853 | 22,351 | 0.13% | 0.14% | 160 | -2,040 | -3.3% | Q4 2025 | Feb 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 59,072 | 22,059 | 0.67% | 0.4% | 161 | +25,504 | 75.98% | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 58,962 | 22,018 | 0.39% | 0.43% | 162 | +1,751 | 3.06% | Q4 2025 | Jan 16, 2026 |
| GM Advisory Group, LLC | History | Added to | 57,879 | 21,614 | 0.85% | 0.2% | 163 | +44,897 | 345.84% | Q4 2025 | Feb 13, 2026 |
| Single Point Partners, LLC | History | Reduced | 57,292 | 21,395 | 4.23% | 4.31% | 164 | -773 | -1.33% | Q4 2025 | Jan 26, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 56,894 | 21,246 | 6.54% | 6.58% | 165 | -1,123 | -1.94% | Q4 2025 | Feb 13, 2026 |
| Trust Point Inc. | History | No change | 56,664 | 21,160 | 1.67% | 1.67% | 166 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| UMB Bank, n.a. | History | Added to | 56,335 | 21,037 | 0.28% | 0.3% | 167 | +489 | 0.88% | Q4 2025 | Feb 13, 2026 |
| Paragon Capital Management LLC | History | Reduced | 54,814 | 20,469 | 10.37% | 10.3% | 168 | -3,571 | -6.12% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 53,867 | 20,253 | 0.04% | 0.04% | 169 | +226 | 0.42% | Q4 2025 | Feb 05, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 53,794 | 20,088 | 0.75% | 0.72% | 170 | +1,088 | 2.06% | Q4 2025 | Feb 12, 2026 |
| Auxano Advisors, LLC | History | Reduced | 52,161 | 19,478 | 3.85% | 4.09% | 171 | -527 | -1.0% | Q4 2025 | Feb 06, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Reduced | 51,909 | 19,384 | 16.07% | 16.95% | 172 | -1,473 | -2.76% | Q4 2025 | Jan 08, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 51,682 | 19,300 | 1.5% | 1.54% | 173 | -3,124 | -5.7% | Q4 2025 | Feb 10, 2026 |
| Austin Private Wealth, LLC | History | Reduced | 51,368 | 19,183 | 1.43% | 1.5% | 174 | -2,883 | -5.31% | Q4 2025 | Jan 20, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 51,203 | 19,121 | 0.35% | 0.4% | 175 | -318 | -0.62% | Q4 2025 | Jan 28, 2026 |
| CWM, LLC | History | Added to | 51,080 | 19,075 | 0.05% | 0.03% | 176 | +22,635 | 79.57% | Q4 2025 | Jan 26, 2026 |
| SCS Capital Management LLC | History | Reduced | 49,136 | 18,349 | 0.19% | 0.21% | 177 | -2,393 | -4.64% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Reduced | 49,029 | 18,309 | 0.01% | 0.03% | 178 | -159,240 | -76.46% | Q4 2025 | Feb 13, 2026 |
| Legal & General Group Plc | History | Added to | 48,430 | 18,082 | 0.0% | 0.0% | 179 | +13,050 | 36.89% | Q4 2025 | Feb 09, 2026 |
| &PARTNERS | History | Reduced | 47,821 | 17,993 | 0.09% | 0.19% | 180 | -31,586 | -39.78% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Reduced | 48,079 | 17,954 | 0.1% | 0.13% | 181 | -12,045 | -20.03% | Q4 2025 | Feb 10, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 48,060 | 17,947 | 0.08% | 0.08% | 182 | -841 | -1.72% | Q4 2025 | Feb 17, 2026 |
| Heritage Investment Group, Inc. | History | Reduced | 47,976 | 17,916 | 2.73% | 2.87% | 183 | -1,000 | -2.04% | Q4 2025 | Jan 30, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 47,607 | 17,778 | 1.56% | 1.58% | 184 | -816 | -1.69% | Q4 2025 | Feb 06, 2026 |
| Rice Partnership, LLC | History | Reduced | 44,992 | 16,801 | 2.27% | 2.39% | 185 | -1,018 | -2.21% | Q4 2025 | Feb 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 44,467 | 16,605 | 0.33% | 0.34% | 186 | -575 | -1.28% | Q4 2025 | Jan 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 43,459 | 16,225 | 0.04% | 0.02% | 187 | +25,535 | 142.46% | Q4 2025 | Feb 13, 2026 |
| Glassman Wealth Services | History | Reduced | 43,255 | 16,152 | 2.18% | 2.26% | 188 | -761 | -1.73% | Q4 2025 | Jan 28, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 43,064 | 16,081 | 0.19% | 0.21% | 189 | -21,655 | -33.46% | Q4 2025 | Feb 13, 2026 |
| Latigo Investments, LLC | History | No change | 42,556 | 15,892 | 7.82% | 7.84% | 190 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 42,295 | 15,794 | 0.18% | 0.05% | 191 | +31,323 | 285.48% | Q4 2025 | Feb 02, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 42,267 | 15,784 | 0.91% | 0.88% | 192 | +13,141 | 45.12% | Q4 2025 | Feb 09, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 42,236 | 15,772 | 1.96% | 2.05% | 193 | -302 | -0.71% | Q4 2025 | Feb 13, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 42,179 | 15,751 | 1.09% | 1.12% | 194 | +366 | 0.88% | Q4 2025 | Jan 16, 2026 |
| BESSEMER GROUP INC | History | Reduced | 42,063 | 15,709 | 0.02% | 0.02% | 195 | -1,650 | -3.77% | Q4 2025 | Feb 05, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 41,161 | 15,371 | 1.77% | 1.9% | 196 | +289 | 0.71% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | Reduced | 41,092 | 15,345 | 0.1% | 0.1% | 197 | -150 | -0.36% | Q4 2025 | Jan 28, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 40,632 | 15,173 | 0.4% | 0.41% | 198 | +888 | 2.23% | Q4 2025 | Feb 13, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 40,168 | 15,000 | 0.88% | 0.87% | 199 | +184 | 0.46% | Q4 2025 | Jan 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 40,104 | 14,976 | 0.32% | 0.33% | 200 | -320 | -0.79% | Q4 2025 | Feb 05, 2026 |
| CHARTIST INC /CA/ | History | Reduced | 39,795 | 14,860 | 10.07% | 10.17% | 201 | -966 | -2.37% | Q4 2025 | Feb 10, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 39,558 | 14,772 | 0.22% | 0.21% | 202 | -4 | -0.01% | Q4 2025 | Feb 12, 2026 |
| Clarius Group, LLC | History | No change | 39,400 | 14,713 | 0.84% | 0.85% | 203 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 38,920 | 14,534 | 0.02% | 0.01% | 204 | +22,220 | 133.05% | Q4 2025 | Feb 12, 2026 |
| Glenview Trust Co | History | Reduced | 38,775 | 14,480 | 0.22% | 0.23% | 205 | -398 | -1.02% | Q4 2025 | Feb 09, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 37,739 | 14,093 | 0.18% | 0.18% | 206 | -100 | -0.26% | Q4 2025 | Jan 22, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 36,970 | 13,806 | 0.39% | 0.42% | 207 | -3,822 | -9.37% | Q4 2025 | Feb 10, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 36,615 | 13,673 | 0.18% | 0.2% | 208 | -3,081 | -7.76% | Q4 2025 | Jan 30, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Reduced | 36,141 | 13,495 | 10.21% | 10.35% | 209 | -707 | -1.92% | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 35,715 | 13,337 | 0.06% | 0.06% | 210 | +1,633 | 4.79% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 35,589 | 13,291 | 0.03% | 0.03% | 211 | +416 | 1.18% | Q4 2025 | Feb 11, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 34,995 | 13,068 | 3.37% | 3.35% | 212 | +501 | 1.45% | Q4 2025 | Jan 20, 2026 |
| Curi Capital, LLC | History | Added to | 34,926 | 13,043 | 0.23% | 0.23% | 213 | +63 | 0.18% | Q4 2025 | Feb 17, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 34,864 | 13,019 | 0.55% | 0.56% | 214 | -243 | -0.69% | Q4 2025 | Jan 06, 2026 |
| M3 Wealth Management, LLC | History | New | 33,698 | 12,584 | 10.0% | — | 216 | +33,698 | New | Q4 2025 | Feb 09, 2026 |
| Northstar Financial Companies, Inc. | History | Reduced | 33,698 | 12,584 | 10.02% | 11.63% | 215 | -683 | -1.99% | Q4 2025 | Feb 09, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 33,477 | 12,501 | 0.66% | 1.05% | 217 | +181 | 0.54% | Q4 2025 | Feb 09, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 32,858 | 12,270 | 0.14% | 0.15% | 218 | -3,810 | -10.39% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY COUNSELLING INC | History | No change | 32,448 | 12,117 | 32.16% | 31.62% | 219 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 31,788 | 11,870 | 0.02% | 29.45% | 220 | +14,432 | 83.15% | Q4 2025 | Feb 17, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 31,779 | 11,867 | 0.2% | 0.2% | 221 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 31,256 | 11,672 | 0.13% | 0.14% | 222 | -465 | -1.47% | Q4 2025 | Jan 20, 2026 |
| EP Wealth Advisors, LLC | History | New | 31,217 | 11,657 | 0.06% | — | 223 | +31,217 | New | Q4 2025 | Feb 18, 2026 |
| Fire Capital Management LLC | History | Added to | 31,131 | 11,625 | 5.8% | 6.36% | 224 | +841 | 2.78% | Q4 2025 | Feb 03, 2026 |
| Centennial Bank/AR/ | History | Reduced | 31,090 | 11,610 | 4.62% | 5.92% | 225 | -10,134 | -24.58% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 30,829 | 11,512 | 0.09% | 0.09% | 226 | +4,100 | 15.34% | Q4 2025 | Jan 26, 2026 |
| LONDON CO OF VIRGINIA | History | Added to | 30,455 | 11,373 | 0.07% | 0.0% | 227 | +29,315 | 2571.49% | Q4 2025 | Feb 17, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 30,424 | 11,361 | 0.73% | 0.76% | 228 | -77 | -0.25% | Q4 2025 | Jan 20, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 29,731 | 11,102 | 0.61% | 0.62% | 229 | -78 | -0.26% | Q4 2025 | Feb 13, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 29,630 | 11,064 | 0.21% | 0.2% | 230 | +136 | 0.46% | Q4 2025 | Feb 04, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 29,239 | 10,919 | 0.81% | 0.85% | 231 | -298 | -1.01% | Q4 2025 | Jan 20, 2026 |
| Firestone Capital Management | History | Reduced | 29,168 | 10,892 | 2.31% | 2.33% | 232 | -300 | -1.02% | Q4 2025 | Feb 09, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 29,100 | 10,867 | 0.0% | 0.0% | 233 | -16,518 | -36.21% | Q4 2025 | Feb 12, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 28,079 | 10,629 | 0.24% | 0.26% | 234 | -420 | -1.47% | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 28,378 | 10,597 | 0.06% | 0.04% | 235 | +7,596 | 36.55% | Q4 2025 | Jan 29, 2026 |
| North Star Investment Management Corp. | History | No change | 28,310 | 10,572 | 0.66% | 0.66% | 236 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 28,073 | 10,483 | 0.08% | 0.07% | 237 | +47 | 0.17% | Q4 2025 | Feb 13, 2026 |
| Brown Financial Advisory | History | Reduced | 28,058 | 10,477 | 5.3% | 5.6% | 238 | -1,182 | -4.04% | Q4 2025 | Jan 29, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 27,825 | 10,390 | 0.07% | 0.07% | 239 | -50 | -0.18% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 27,696 | 10,342 | 0.08% | 0.15% | 240 | -24,320 | -46.75% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 27,260 | 10,179 | 0.76% | 0.77% | 241 | -173 | -0.63% | Q4 2025 | Feb 13, 2026 |
| Cannell & Spears LLC | History | No change | 27,200 | 10,157 | 0.19% | 0.19% | 242 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 27,162 | 10,143 | 0.8% | 0.89% | 243 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sepio Capital, LP | History | No change | 27,155 | 10,140 | 0.55% | 0.59% | 244 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 27,118 | 10,126 | 0.0% | 0.0% | 245 | +2,957 | 12.24% | Q4 2025 | Feb 17, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 26,287 | 9,816 | 0.93% | 0.94% | 246 | +94 | 0.36% | Q4 2025 | Jan 20, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 26,218 | 9,790 | 0.36% | 0.32% | 247 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CM WEALTH ADVISORS LLC | History | Added to | 26,159 | 9,768 | 2.21% | 2.49% | 248 | +268 | 1.04% | Q4 2025 | Jan 26, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Added to | 25,459 | 9,705 | 6.51% | 5.89% | 249 | +3,437 | 15.61% | Q4 2025 | Jan 15, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 25,598 | 9,559 | 2.82% | 2.85% | 250 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 25,497 | 9,521 | 1.01% | 1.04% | 251 | -195 | -0.76% | Q4 2025 | Jan 09, 2026 |
| FORMULATE FINANCIAL LLC | History | Added to | 25,440 | 9,500 | 11.14% | 11.25% | 252 | +613 | 2.47% | Q4 2025 | Feb 11, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 25,335 | 9,461 | 1.75% | 1.7% | 253 | -413 | -1.6% | Q4 2025 | Jan 27, 2026 |
| Humankind Investments LLC | History | No change | 25,070 | 9,362 | 4.2% | 2.1% | 254 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 24,550 | 9,167 | 0.19% | 0.18% | 255 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 24,478 | 9,141 | 4.25% | 4.39% | 256 | -224 | -0.91% | Q4 2025 | Jan 15, 2026 |
| Omega Financial Group, LLC | History | Reduced | 24,393 | 9,109 | 3.0% | 3.04% | 257 | -711 | -2.83% | Q4 2025 | Jan 28, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 23,903 | 9,075 | 1.02% | 0.99% | 258 | +849 | 3.68% | Q4 2025 | Feb 13, 2026 |
| Tudor Financial Inc. | History | Reduced | 23,960 | 8,947 | 4.58% | 4.7% | 259 | -223 | -0.92% | Q4 2025 | Feb 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 23,829 | 8,898 | 0.19% | 0.04% | 260 | +18,416 | 340.22% | Q4 2025 | Feb 18, 2026 |
| Caprock Group, LLC | History | Reduced | 23,765 | 8,875 | 0.19% | 0.22% | 261 | -1,918 | -7.47% | Q4 2025 | Jan 28, 2026 |
| Campion Asset Management | History | Reduced | 23,757 | 8,871 | 6.16% | 8.32% | 262 | -8,328 | -25.96% | Q4 2025 | Feb 17, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 23,480 | 8,768 | 0.84% | 0.83% | 263 | -315 | -1.32% | Q4 2025 | Feb 23, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 23,129 | 8,637 | 0.01% | 0.0% | 264 | +21,212 | 1106.52% | Q4 2025 | Feb 13, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 23,028 | 8,599 | 0.87% | 0.88% | 265 | +5 | 0.02% | Q4 2025 | Jan 20, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 22,994 | 8,586 | 1.56% | 0.14% | 266 | -554 | -2.35% | Q4 2025 | Mar 04, 2026 |
| AlTi Global, Inc. | History | Reduced | 22,757 | 8,498 | 0.18% | 0.2% | 267 | -109 | -0.48% | Q4 2025 | Feb 13, 2026 |
| Circle Wealth Management, LLC | History | Reduced | 22,121 | 8,260 | 0.13% | 0.21% | 268 | -7,766 | -25.98% | Q4 2025 | Feb 13, 2026 |
| NewSquare Capital LLC | History | Reduced | 22,086 | 8,247 | 0.73% | 0.78% | 269 | -9,276 | -29.58% | Q4 2025 | Feb 17, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 22,081 | 8,245 | 0.15% | 0.08% | 270 | +9,895 | 81.2% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 21,976 | 8,206 | 0.05% | 0.03% | 271 | +10,345 | 88.94% | Q4 2025 | Feb 17, 2026 |
| Ackerman Asset Management, LLC | History | No change | 21,958 | 8,199 | 5.45% | 5.75% | 272 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Klingman & Associates, LLC | History | Reduced | 21,804 | 8,142 | 0.39% | 0.41% | 273 | -249 | -1.13% | Q4 2025 | Jan 29, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | No change | 21,509 | 8,142 | 5.91% | 5.89% | 274 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 21,323 | 7,962 | 0.14% | 0.18% | 275 | -447 | -2.05% | Q4 2025 | Feb 09, 2026 |
| Spire Wealth Management | History | Added to | 20,859 | 7,789 | 0.26% | 0.26% | 276 | +54 | 0.26% | Q4 2025 | Jan 14, 2026 |
| Stegner Investment Associates Inc. | History | Reduced | 20,740 | 7,744 | 4.12% | 4.72% | 277 | -2,808 | -11.92% | Q4 2025 | Jan 30, 2026 |
| Evanson Asset Management, LLC | History | Added to | 20,528 | 7,665 | 0.41% | 0.41% | 278 | +702 | 3.54% | Q4 2025 | Jan 12, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 20,452 | 7,637 | 0.34% | 0.33% | 279 | -858 | -4.03% | Q4 2025 | Feb 17, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 19,995 | 7,466 | 0.93% | 1.75% | 280 | -20,876 | -51.08% | Q4 2025 | Feb 10, 2026 |
| Monument Capital Management | History | Added to | 19,829 | 7,405 | 1.84% | 1.73% | 281 | +948 | 5.02% | Q4 2025 | Jan 26, 2026 |
| Avestar Capital, LLC | History | No change | 19,699 | 7,356 | 0.48% | 0.47% | 282 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 19,443 | 7,260 | 0.07% | 0.07% | 283 | -371 | -1.87% | Q4 2025 | Jan 13, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 19,234 | 7,182 | 1.23% | 1.22% | 284 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Advisory Services Network, LLC | History | Added to | 19,028 | 7,105 | 0.1% | 0.1% | 285 | +680 | 3.71% | Q4 2025 | Feb 17, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 18,802 | 7,021 | 0.51% | 0.63% | 286 | -4,439 | -19.1% | Q4 2025 | Feb 12, 2026 |
| Breakwater Capital Group | History | Added to | 18,677 | 6,974 | 0.97% | 0.94% | 287 | +1,231 | 7.06% | Q4 2025 | Jan 09, 2026 |
| Vise Technologies, Inc. | History | Added to | 18,637 | 6,959 | 0.14% | 0.17% | 288 | +6,396 | 52.25% | Q4 2025 | Feb 11, 2026 |
| REGIONS FINANCIAL CORP | History | New | 18,432 | 6,883 | 0.04% | — | 289 | +18,432 | New | Q4 2025 | Jan 27, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 18,373 | 6,861 | 0.01% | 0.01% | 290 | -3,638 | -16.53% | Q4 2025 | Feb 10, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 18,339 | 6,848 | 0.02% | 0.02% | 291 | +2,787 | 17.92% | Q4 2025 | Jan 30, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 18,277 | 6,825 | 0.1% | 0.02% | 292 | +13,426 | 276.77% | Q4 2025 | Feb 02, 2026 |
| Diversified Trust Co | History | Reduced | 18,252 | 6,816 | 0.13% | 0.18% | 293 | -7,068 | -27.91% | Q4 2025 | Jan 09, 2026 |
| Virtue Capital Management, LLC | History | New | 26,923 | 6,697 | 1.03% | — | 294 | +26,923 | New | Q4 2025 | Feb 18, 2026 |
| GQG Partners LLC | History | Added to | 17,826 | 6,657 | 0.01% | 0.0% | 295 | +13,947 | 359.55% | Q4 2025 | Feb 13, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 17,767 | 6,634 | 0.35% | 0.37% | 296 | -40 | -0.22% | Q4 2025 | Jan 23, 2026 |
| FCA CORP /TX | History | Added to | 17,733 | 6,622 | 1.87% | 1.8% | 297 | +46 | 0.26% | Q4 2025 | Feb 11, 2026 |
| Tidal Investments LLC | History | Added to | 17,597 | 6,571 | 0.02% | 0.01% | 298 | +3,681 | 26.45% | Q4 2025 | Feb 13, 2026 |
| Hirtle Callaghan & Co LLC | History | Reduced | 17,595 | 6,570 | 0.22% | 0.24% | 299 | -1,154 | -6.15% | Q4 2025 | Feb 04, 2026 |
| WealthTrust Asset Management, LLC | History | Added to | 17,543 | 6,551 | 4.58% | 3.75% | 300 | +2,735 | 18.47% | Q4 2025 | Feb 04, 2026 |
| Garde Capital, Inc. | History | Reduced | 17,487 | 6,530 | 0.39% | 0.31% | 301 | -55 | -0.31% | Q4 2025 | Feb 10, 2026 |
| Bensler, LLC | History | Reduced | 17,322 | 6,468 | 0.65% | 0.69% | 302 | -782 | -4.32% | Q4 2025 | Feb 04, 2026 |
| Csenge Advisory Group | History | Reduced | 17,307 | 6,463 | 0.29% | 0.32% | 303 | -1,068 | -5.81% | Q4 2025 | Feb 06, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 17,274 | 6,450 | 1.09% | 1.21% | 304 | -2,024 | -10.49% | Q4 2025 | Jan 27, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 17,233 | 6,435 | 0.3% | 0.27% | 305 | +1,146 | 7.12% | Q4 2025 | Feb 17, 2026 |
| Roble, Belko & Company, Inc | History | No change | 17,183 | 6,417 | 0.84% | 0.85% | 306 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 16,922 | 6,319 | 0.31% | 0.26% | 307 | +2,753 | 19.43% | Q4 2025 | Feb 02, 2026 |
| Sachetta, LLC | History | Reduced | 16,730 | 6,247 | 3.42% | 10.4% | 308 | -59,724 | -78.12% | Q4 2025 | Feb 02, 2026 |
| Utah Retirement Systems | History | New | 16,682 | 6,229 | 0.06% | — | 309 | +16,682 | New | Q4 2025 | Feb 17, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 16,245 | 6,139 | 0.18% | 0.19% | 310 | -701 | -4.14% | Q4 2025 | Jan 16, 2026 |
| Destination Wealth Management | History | Reduced | 16,382 | 6,117 | 0.16% | 0.17% | 311 | -57 | -0.35% | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 16,330 | 6,098 | 0.15% | 0.16% | 312 | -52 | -0.32% | Q4 2025 | Jan 29, 2026 |
| Apella Capital, LLC | History | Added to | 16,209 | 6,053 | 0.12% | 0.1% | 313 | +3,255 | 25.13% | Q4 2025 | Jan 21, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 16,182 | 6,043 | 0.12% | 0.09% | 314 | +4,542 | 39.02% | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 16,189 | 6,008 | 0.19% | 0.2% | 315 | -634 | -3.77% | Q4 2025 | Jan 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 16,001 | 5,975 | 0.11% | 0.11% | 316 | +481 | 3.1% | Q4 2025 | Feb 12, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 15,837 | 5,914 | 0.91% | 0.94% | 317 | -202 | -1.26% | Q4 2025 | Jan 12, 2026 |
| Allworth Financial LP | History | New | 15,787 | 5,895 | 0.02% | — | 318 | +15,787 | New | Q4 2025 | Feb 05, 2026 |
| Bayshore Capital Advisors, LLC | History | New | 15,776 | 5,891 | 2.94% | — | 319 | +15,776 | New | Q4 2025 | Feb 05, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Reduced | 15,478 | 5,780 | 0.12% | 0.12% | 320 | -5 | -0.03% | Q4 2025 | Feb 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 15,270 | 5,773 | 0.14% | 0.13% | 321 | +2,144 | 16.33% | Q4 2025 | Jan 28, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 15,440 | 5,765 | 2.47% | 2.59% | 322 | -243 | -1.55% | Q4 2025 | Jan 26, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 15,355 | 5,734 | 2.8% | 2.81% | 323 | -223 | -1.43% | Q4 2025 | Feb 09, 2026 |
| Florida Trust Wealth Management Co | History | No change | 15,250 | 5,694 | 0.16% | 0.16% | 324 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 15,112 | 5,643 | 0.01% | 0.01% | 325 | -686 | -4.34% | Q4 2025 | Feb 12, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 14,979 | 5,593 | 0.48% | 0.49% | 326 | -90,280 | -85.77% | Q4 2025 | Feb 17, 2026 |
| Aspen Capital Management, LLC | History | Reduced | 14,975 | 5,592 | 1.38% | 1.42% | 327 | -279 | -1.83% | Q4 2025 | Jan 29, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 14,967 | 5,589 | 6.57% | 6.53% | 328 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 14,944 | 5,580 | 0.29% | 0.28% | 329 | +924 | 6.59% | Q4 2025 | Mar 04, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 14,923 | 5,572 | 3.15% | 3.14% | 330 | +41 | 0.28% | Q4 2025 | Jan 26, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 14,901 | 5,564 | 0.37% | 0.37% | 331 | +311 | 2.13% | Q4 2025 | Jan 08, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 14,497 | 5,413 | 0.1% | 0.11% | 332 | +8 | 0.06% | Q4 2025 | Feb 06, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 14,485 | 5,409 | 0.16% | 0.16% | 333 | -1,024 | -6.6% | Q4 2025 | Feb 10, 2026 |
| Prospera Financial Services Inc | History | Reduced | 14,358 | 5,368 | 0.09% | 0.09% | 334 | -87 | -0.6% | Q4 2025 | Feb 09, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 14,342 | 5,356 | 0.27% | 0.25% | 335 | +1,410 | 10.9% | Q4 2025 | Jan 27, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 14,298 | 5,339 | 0.06% | 0.05% | 336 | +2,550 | 21.71% | Q4 2025 | Feb 12, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 14,277 | 5,331 | 1.56% | — | 337 | +14,277 | New | Q4 2025 | Mar 19, 2026 |
| Sageworth Trust Co | History | No change | 14,270 | 5,328 | 0.23% | 0.24% | 338 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 14,194 | 5,300 | 0.21% | 0.24% | 339 | -1,943 | -12.04% | Q4 2025 | Jan 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 14,159 | 5,287 | 0.03% | 0.03% | 340 | +349 | 2.53% | Q4 2025 | Feb 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 14,136 | 5,279 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 14,110 | 5,269 | 0.08% | 0.08% | 342 | -1,570 | -10.01% | Q4 2025 | Feb 17, 2026 |
| Seneca Financial Advisors LLC | History | Reduced | 14,061 | 5,251 | 1.6% | 1.75% | 343 | -618 | -4.21% | Q4 2025 | Jan 26, 2026 |
| XTX Topco Ltd | History | Added to | 13,816 | 5,159 | 0.14% | 0.25% | 344 | +762 | 5.84% | Q4 2025 | Feb 17, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 13,810 | 5,157 | 0.02% | 0.03% | 345 | -5,580 | -28.78% | Q4 2025 | Feb 09, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 13,782 | 5,146 | 0.12% | 0.12% | 346 | -315 | -2.23% | Q4 2025 | Feb 10, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 13,757 | 5,137 | 0.52% | 0.53% | 347 | -65 | -0.47% | Q4 2025 | Jan 27, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 13,623 | 5,087 | 0.0% | 0.0% | 348 | +2,293 | 20.24% | Q4 2025 | Jan 23, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 13,601 | 5,079 | 0.09% | 0.07% | 349 | -1,056 | -7.2% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 13,459 | 5,026 | 0.33% | 0.33% | 350 | +297 | 2.26% | Q4 2025 | Jan 23, 2026 |
| St. Clair Advisors, LLC | History | Added to | 13,278 | 4,958 | 1.28% | 1.24% | 351 | +489 | 3.82% | Q4 2025 | Jan 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 13,141 | 4,907 | 0.37% | 0.4% | 352 | -1 | -0.01% | Q4 2025 | Jan 07, 2026 |
| ICONIQ Capital, LLC | History | Added to | 13,096 | 4,890 | 0.07% | 0.06% | 353 | +24 | 0.18% | Q4 2025 | Feb 13, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 13,087 | 4,887 | 4.88% | — | 355 | +13,087 | New | Q4 2025 | Feb 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 13,088 | 4,887 | 0.55% | 0.57% | 354 | -38 | -0.29% | Q4 2025 | Jan 14, 2026 |
| IFC Advisors LLC | History | No change | 13,072 | 4,881 | 0.71% | 0.88% | 356 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Crestmont Private Wealth LLC | History | Added to | 13,070 | 4,880 | 1.59% | 0.55% | 357 | +8,548 | 189.03% | Q4 2025 | Feb 10, 2026 |
| Compound Planning, Inc. | History | Reduced | 12,995 | 4,852 | 0.14% | 0.16% | 358 | -644 | -4.72% | Q4 2025 | Feb 19, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 12,921 | 4,825 | 0.28% | 0.21% | 359 | -200 | -1.52% | Q4 2025 | Jan 30, 2026 |
| PEOPLES BANK /OH | History | No change | 12,838 | 4,794 | 2.97% | 2.88% | 360 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 12,743 | 4,758 | 0.39% | 0.4% | 361 | -42 | -0.33% | Q4 2025 | Jan 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 12,634 | 4,718 | 0.17% | 0.18% | 362 | -328 | -2.53% | Q4 2025 | Feb 02, 2026 |
| Visionary Wealth Advisors | History | Reduced | 12,618 | 4,712 | 0.21% | 0.22% | 363 | -112 | -0.88% | Q4 2025 | Feb 13, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 12,591 | 4,702 | 0.16% | 0.17% | 364 | -314 | -2.43% | Q4 2025 | Feb 12, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 12,487 | 4,663 | 0.2% | 0.2% | 365 | -498 | -3.84% | Q4 2025 | Feb 10, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 12,465 | 4,654 | 0.1% | 0.1% | 366 | -2 | -0.02% | Q4 2025 | Feb 04, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 12,350 | 4,611 | 0.25% | 0.24% | 367 | +677 | 5.8% | Q4 2025 | Jan 13, 2026 |
| OBSIDIAN CIO, LLC | History | Reduced | 12,335 | 4,606 | 6.82% | 8.29% | 368 | -160,555 | -92.87% | Q4 2025 | Feb 18, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 12,306 | 4,596 | 0.06% | 0.06% | 369 | -680 | -5.24% | Q4 2025 | Feb 10, 2026 |
| Midwest Trust Co | History | Added to | 12,203 | 4,557 | 0.06% | 0.05% | 370 | +915 | 8.11% | Q4 2025 | Feb 04, 2026 |
| Elk River Wealth Management LLC | History | Reduced | 12,189 | 4,551 | 0.73% | 0.71% | 371 | -16 | -0.13% | Q4 2025 | Feb 06, 2026 |
| Intrua Financial, LLC | History | Reduced | 12,138 | 4,532 | 0.48% | 0.5% | 372 | -352 | -2.82% | Q4 2025 | Feb 05, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 12,095 | 4,516 | 0.26% | 0.25% | 373 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 11,960 | 4,466 | 0.07% | 0.06% | 374 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Next Capital Management LLC | History | Added to | 11,948 | 4,461 | 1.43% | 1.45% | 376 | +31 | 0.26% | Q4 2025 | Feb 11, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 11,946 | 4,461 | 0.31% | 0.31% | 375 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HFG Advisors, Inc. | History | Added to | 11,781 | 4,399 | 3.19% | 3.05% | 377 | +482 | 4.27% | Q4 2025 | Feb 13, 2026 |
| J.Safra Asset Management Corp | History | New | 11,765 | 4,393 | 0.23% | — | 378 | +11,765 | New | Q4 2025 | Feb 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 11,694 | 4,366 | 0.08% | 0.06% | 379 | +4,148 | 54.97% | Q4 2025 | Jan 16, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 11,475 | 4,285 | 0.07% | 0.06% | 381 | +1,900 | 19.84% | Q4 2025 | Feb 03, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 11,476 | 4,285 | 0.03% | 0.03% | 380 | +341 | 3.06% | Q4 2025 | Jan 29, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 11,420 | 4,264 | 0.13% | 0.13% | 382 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 11,408 | 4,260 | 0.07% | 0.07% | 383 | -407 | -3.44% | Q4 2025 | Feb 11, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Reduced | 11,332 | 4,231 | 1.28% | 1.36% | 384 | -547 | -4.6% | Q4 2025 | Jan 13, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 11,761 | 4,161 | 1.45% | 1.38% | 385 | +44 | 0.38% | Q4 2025 | Jan 09, 2026 |
| Dakota Wealth Management | History | Reduced | 11,104 | 4,146 | 0.07% | 0.08% | 386 | -277 | -2.43% | Q4 2025 | Jan 13, 2026 |
| Advisor Resource Council | History | Added to | 10,933 | 4,128 | 1.47% | 2.24% | 387 | +6,394 | 140.87% | Q4 2025 | Feb 10, 2026 |
| Calamos Wealth Management LLC | History | Added to | 10,936 | 4,084 | 0.14% | 0.14% | 388 | +536 | 5.15% | Q4 2025 | Jan 29, 2026 |
| Americana Partners, LLC | History | No change | 10,930 | 4,081 | 0.11% | 0.12% | 389 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 10,691 | 3,992 | 0.26% | 0.26% | 390 | +12 | 0.11% | Q4 2025 | Jan 26, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 10,643 | 3,974 | 1.43% | 1.51% | 391 | -66 | -0.62% | Q4 2025 | Jan 30, 2026 |
| VANGUARD GROUP INC | History | Reduced | 10,592 | 3,955 | 0.0% | 0.0% | 392 | -642 | -5.71% | Q4 2025 | Jan 29, 2026 |
| Accredited Investors Inc. | History | Reduced | 10,511 | 3,925 | 0.21% | 0.22% | 393 | -232 | -2.16% | Q4 2025 | Feb 05, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 10,480 | 3,922 | 0.8% | 0.86% | 394 | -1,000 | -8.71% | Q4 2025 | Jan 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 10,502 | 3,921 | 0.14% | 0.23% | 395 | -5,646 | -34.96% | Q4 2025 | Feb 06, 2026 |
| ORG Partners LLC | History | Reduced | 10,407 | 3,886 | 0.68% | 0.7% | 396 | -68 | -0.65% | Q4 2025 | Jan 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 10,389 | 3,879 | 0.1% | 0.01% | 397 | +9,701 | 1410.03% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 10,374 | 3,874 | 0.02% | 0.02% | 398 | -340 | -3.17% | Q4 2025 | Feb 12, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 10,360 | 3,868 | 1.42% | 0.97% | 399 | +3,026 | 41.26% | Q4 2025 | Jan 21, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 10,345 | 3,863 | 0.14% | 0.15% | 400 | -559 | -5.13% | Q4 2025 | Jan 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 12,838 | 3,858 | 0.09% | 0.09% | 401 | -261 | -1.99% | Q4 2025 | Feb 11, 2026 |
| Horizon Investment Services, LLC | History | Added to | 10,322 | 3,855 | 1.39% | 1.42% | 402 | +7 | 0.07% | Q4 2025 | Feb 13, 2026 |
| Lansing Street Advisors | History | Added to | 10,286 | 3,841 | 0.98% | 0.99% | 403 | +30 | 0.29% | Q4 2025 | Jan 26, 2026 |
| Plancorp, LLC | History | Reduced | 10,229 | 3,819 | 0.12% | 0.13% | 404 | -1,091 | -9.64% | Q4 2025 | Feb 05, 2026 |
| Ascent Group, LLC | History | Reduced | 10,219 | 3,816 | 0.13% | 0.13% | 405 | -197 | -1.89% | Q4 2025 | Jan 20, 2026 |
| One Wealth Map LLC | History | Added to | 9,946 | 3,785 | 1.93% | 1.92% | 406 | +269 | 2.78% | Q4 2025 | Feb 04, 2026 |
| MKD WEALTH COACHES, LLC | History | Reduced | 10,107 | 3,774 | 3.77% | 3.68% | 407 | -4 | -0.04% | Q4 2025 | Jan 12, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 9,966 | 3,721 | 0.78% | 0.91% | 408 | -1,369 | -12.08% | Q4 2025 | Jan 07, 2026 |
| Evensky & Katz LLC | History | Added to | 9,923 | 3,705 | 0.21% | 0.21% | 409 | +11 | 0.11% | Q4 2025 | Feb 05, 2026 |
| Annex Advisory Services, LLC | History | Added to | 9,821 | 3,667 | 0.07% | 0.02% | 410 | +7,697 | 362.38% | Q4 2025 | Jan 26, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 9,804 | 3,661 | 0.23% | 0.24% | 411 | -127 | -1.28% | Q4 2025 | Feb 17, 2026 |
| MITCHELL SINKLER & STARR/PA | History | Added to | 9,700 | 3,622 | 1.64% | 1.59% | 412 | +50 | 0.52% | Q4 2025 | Feb 11, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 9,668 | 3,610 | 0.71% | 0.73% | 413 | -218 | -2.21% | Q4 2025 | Jan 28, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 9,661 | 3,607 | 0.07% | 0.07% | 414 | -196 | -1.99% | Q4 2025 | Feb 10, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Reduced | 9,563 | 3,571 | 0.86% | 0.88% | 415 | -15 | -0.16% | Q4 2025 | Jan 23, 2026 |
| Haverford Trust Co | History | No change | 9,541 | 3,562 | 0.03% | 0.03% | 416 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 9,449 | 3,554 | 0.13% | 0.11% | 417 | +4,398 | 87.07% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 9,399 | 3,509 | 0.0% | 0.0% | 418 | +1,958 | 26.31% | Q4 2025 | Feb 13, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 9,396 | 3,508 | 0.07% | 0.08% | 419 | -1,261 | -11.83% | Q4 2025 | Feb 13, 2026 |
| First Western Trust Bank | History | No change | 9,329 | 3,483 | 0.17% | 0.16% | 420 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LMCG INVESTMENTS, LLC | History | Added to | 9,274 | 3,463 | 0.2% | 0.2% | 421 | +89 | 0.97% | Q4 2025 | Feb 03, 2026 |
| Kera Capital Partners, Inc. | History | Reduced | 9,150 | 3,462 | 0.43% | 0.5% | 422 | -2 | -0.02% | Q4 2025 | Feb 23, 2026 |
| Ashford Advisors, LLC | History | No change | 9,105 | 3,400 | 0.74% | 0.74% | 423 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 9,063 | 3,384 | 0.59% | 0.61% | 424 | -237 | -2.55% | Q4 2025 | Feb 02, 2026 |
| WELCH & FORBES LLC | History | No change | 9,045 | 3,377 | 0.04% | 0.04% | 425 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| KM Capital Management Ltd. | History | Added to | 9,033 | 3,373 | 1.72% | 1.5% | 426 | +175 | 1.98% | Q4 2025 | Feb 17, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 9,021 | 3,368 | 0.02% | 0.02% | 427 | -387 | -4.11% | Q4 2025 | Jan 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 8,950 | 3,342 | 0.0% | 0.0% | 428 | +7,322 | 449.75% | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 8,873 | 3,313 | 0.01% | 0.0% | 429 | +7 | 0.08% | Q4 2025 | Feb 17, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 8,846 | 3,305 | 0.34% | 0.35% | 430 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SVB WEALTH LLC | History | Added to | 8,840 | 3,301 | 0.19% | 0.16% | 431 | +496 | 5.94% | Q4 2025 | Feb 04, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 8,828 | 3,296 | 0.01% | 0.01% | 432 | -284 | -3.12% | Q4 2025 | Feb 13, 2026 |
| Hilltop Holdings Inc. | History | Added to | 8,800 | 3,286 | 0.19% | 0.08% | 433 | +4,685 | 113.85% | Q4 2025 | Feb 17, 2026 |
| Corundum Group, Inc. | History | Added to | 8,798 | 3,285 | 1.1% | 1.28% | 434 | +274 | 3.21% | Q4 2025 | Jan 12, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 8,792 | 3,283 | 0.14% | 0.14% | 435 | -24 | -0.27% | Q4 2025 | Jan 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 8,754 | 3,269 | 0.07% | 0.07% | 436 | +253 | 2.98% | Q4 2025 | Feb 02, 2026 |
| IFP Advisors, Inc | History | Added to | 8,703 | 3,250 | 0.07% | 0.08% | 437 | +188 | 2.21% | Q4 2025 | Feb 06, 2026 |
| Capital International Investors | History | Added to | 8,619 | 3,242 | 0.0% | 0.0% | 438 | +4,182 | 94.25% | Q4 2025 | Feb 11, 2026 |
| Security Financial Services, INC. | History | Reduced | 8,678 | 3,240 | 0.51% | 0.53% | 439 | -228 | -2.56% | Q4 2025 | Jan 27, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Reduced | 8,498 | 3,173 | 0.24% | 0.34% | 440 | -876 | -9.34% | Q4 2025 | Jan 27, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 8,296 | 3,149 | 1.02% | 1.02% | 441 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SCHARF INVESTMENTS, LLC | History | New | 8,313 | 3,104 | 0.08% | — | 442 | +8,313 | New | Q4 2025 | Jan 15, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 8,291 | 3,096 | 0.3% | 0.3% | 443 | +11 | 0.13% | Q4 2025 | Jan 28, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | New | 8,280 | 3,092 | 3.04% | — | 444 | +8,280 | New | Q4 2025 | Jan 26, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 8,124 | 3,033 | 0.15% | 0.15% | 445 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 8,115 | 3,030 | 0.43% | 0.47% | 446 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Atria Investments, Inc | History | Added to | 8,003 | 2,988 | 0.03% | 0.02% | 447 | +2,528 | 46.17% | Q4 2025 | Feb 05, 2026 |
| CERTUITY, LLC | History | No change | 7,957 | 2,971 | 0.19% | 0.2% | 448 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BEACON FINANCIAL GROUP | History | New | 7,937 | 2,964 | 0.29% | — | 449 | +7,937 | New | Q4 2025 | Apr 01, 2026 |
| SMITH, MOORE & CO. | History | Added to | 7,924 | 2,958 | 0.22% | 0.22% | 450 | +234 | 3.04% | Q4 2025 | Jan 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 7,904 | 2,951 | 0.04% | 0.02% | 451 | +4,106 | 108.11% | Q4 2025 | Jan 29, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Added to | 7,847 | 2,930 | 0.68% | 0.62% | 452 | +365 | 4.88% | Q4 2025 | Feb 13, 2026 |
| Red Tortoise LLC | History | Reduced | 7,830 | 2,923 | 1.24% | 1.29% | 453 | -285 | -3.51% | Q4 2025 | Jan 22, 2026 |
| Gotham Asset Management, LLC | History | No change | 7,815 | 2,918 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Reduced | 7,795 | 2,910 | 1.25% | 1.3% | 455 | -100 | -1.27% | Q4 2025 | Jan 12, 2026 |
| Selby Wealth Management, LLC | History | New | 7,785 | 2,907 | 1.17% | — | 457 | +7,785 | New | Q4 2025 | Feb 13, 2026 |
| Maridea Wealth Management LLC | History | Added to | 7,785 | 2,907 | 0.44% | 0.43% | 456 | +272 | 3.62% | Q4 2025 | Jan 08, 2026 |
| Trustees of Columbia University in the City of New York | History | New | 7,775 | 2,903 | 0.35% | — | 458 | +7,775 | New | Q4 2025 | Feb 13, 2026 |
| TFC Financial Management, Inc. | History | No change | 7,764 | 2,899 | 0.36% | 0.36% | 459 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 7,757 | 2,896 | 1.03% | 1.25% | 460 | -1,084 | -12.26% | Q4 2025 | Feb 13, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 7,641 | 2,853 | 0.61% | 0.61% | 461 | +69 | 0.91% | Q4 2025 | Feb 10, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 7,631 | 2,849 | 0.17% | 0.18% | 462 | -300 | -3.78% | Q4 2025 | Jan 07, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 7,593 | 2,835 | 0.05% | 0.04% | 463 | +66 | 0.88% | Q4 2025 | Jan 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 7,572 | 2,827 | 0.03% | 0.03% | 464 | +1,083 | 16.69% | Q4 2025 | Jan 21, 2026 |
| Acropolis Investment Management, LLC | History | No change | 7,558 | 2,822 | 0.13% | 0.13% | 465 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Fiera Capital Corp | History | No change | 7,542 | 2,816 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Johnson Financial Group, LLC | History | New | 7,319 | 2,733 | 0.17% | — | 467 | +7,319 | New | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 7,307 | 2,729 | 0.13% | 0.13% | 468 | -134 | -1.8% | Q4 2025 | Jan 20, 2026 |
| Lutz Financial Services LLC | History | New | 7,304 | 2,727 | 0.19% | — | 469 | +7,304 | New | Q4 2025 | Feb 06, 2026 |
| CFM WEALTH PARTNERS LLC | History | Added to | 7,274 | 2,716 | 0.39% | 0.38% | 470 | +52 | 0.72% | Q4 2025 | Jan 27, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 7,271 | 2,715 | 0.14% | 0.13% | 471 | +608 | 9.13% | Q4 2025 | Feb 11, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 7,258 | 2,710 | 0.13% | 0.26% | 472 | -229 | -3.06% | Q4 2025 | Feb 17, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 7,224 | 2,697 | 0.75% | 0.75% | 473 | -67 | -0.92% | Q4 2025 | Feb 11, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 7,222 | 2,696 | 0.89% | 0.89% | 474 | -30 | -0.41% | Q4 2025 | Jan 22, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 7,176 | 2,679 | 0.18% | 0.18% | 475 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | New | 7,117 | 2,677 | 2.48% | — | 476 | +7,117 | New | Q4 2025 | Mar 31, 2026 |
| One Wealth Advisors, LLC | History | Added to | 7,153 | 2,671 | 0.33% | 0.31% | 477 | +498 | 7.48% | Q4 2025 | Feb 02, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 7,107 | 2,654 | 0.32% | 0.31% | 478 | +385 | 5.73% | Q4 2025 | Jan 13, 2026 |
| Gemmer Asset Management LLC | History | No change | 7,098 | 2,650 | 0.2% | 0.21% | 479 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 7,055 | 2,634 | 0.07% | 0.09% | 480 | -291 | -3.96% | Q4 2025 | Feb 17, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 6,983 | 2,607 | 0.28% | 0.3% | 482 | -155 | -2.17% | Q4 2025 | Jan 08, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 6,982 | 2,607 | 0.09% | 0.09% | 481 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 6,979 | 2,606 | 0.95% | 0.99% | 483 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 6,880 | 2,569 | 0.28% | 0.29% | 484 | -454 | -6.19% | Q4 2025 | Jan 29, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 6,793 | 2,561 | 0.06% | 0.06% | 486 | +51 | 0.76% | Q4 2025 | Jan 08, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | No change | 6,859 | 2,561 | 0.43% | 0.43% | 485 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MEMBERS WEALTH LLC | History | Added to | 6,727 | 2,554 | 1.6% | 1.42% | 487 | +625 | 10.24% | Q4 2025 | Jan 28, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 6,826 | 2,549 | 0.08% | 0.09% | 488 | -333 | -4.65% | Q4 2025 | Jan 30, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 6,810 | 2,543 | 0.24% | 0.26% | 489 | -525 | -7.16% | Q4 2025 | Jan 28, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 6,803 | 2,540 | 0.11% | 0.11% | 490 | +1 | 0.01% | Q4 2025 | Feb 12, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 6,793 | 2,536 | 0.48% | 0.5% | 491 | -533 | -7.28% | Q4 2025 | Jan 21, 2026 |
| Forum Financial Management, LP | History | Added to | 6,785 | 2,533 | 0.03% | 0.03% | 492 | +66 | 0.98% | Q4 2025 | Jan 27, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 6,781 | 2,532 | 1.02% | 1.46% | 493 | -2,386 | -26.03% | Q4 2025 | Jan 16, 2026 |
| FULTON BANK, N.A. | History | Added to | 6,766 | 2,526 | 0.09% | 0.03% | 494 | +4,771 | 239.15% | Q4 2025 | Jan 08, 2026 |
| WEBSTER BANK, N. A. | History | No change | 6,697 | 2,500 | 0.23% | 0.24% | 495 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Sellwood Investment Partners LLC | History | No change | 6,690 | 2,498 | 0.98% | 0.97% | 496 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Meramec Financial Planners, LLC | History | New | 6,590 | 2,494 | 0.97% | — | 497 | +6,590 | New | Q4 2025 | Feb 10, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 6,644 | 2,481 | 0.27% | 0.28% | 498 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Wick Capital Partners, LLC | History | Added to | 6,607 | 2,467 | 0.44% | 0.57% | 499 | +58 | 0.89% | Q4 2025 | Mar 02, 2026 |
| Global Retirement Partners, LLC | History | Added to | 6,549 | 2,445 | 0.04% | 0.03% | 500 | +2,296 | 53.99% | Q4 2025 | Feb 06, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 6,515 | 2,432 | 0.54% | 0.54% | 501 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Parallel Advisors, LLC | History | Reduced | 6,497 | 2,426 | 0.04% | 0.04% | 502 | -218 | -3.25% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 6,489 | 2,423 | 0.01% | 0.01% | 503 | -562 | -7.97% | Q4 2025 | Feb 12, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 6,486 | 2,422 | 0.8% | 0.82% | 504 | -135 | -2.04% | Q4 2025 | Jan 22, 2026 |
| Eagle Bay Advisors LLC | History | Reduced | 6,473 | 2,417 | 1.76% | 1.94% | 505 | -300 | -4.43% | Q4 2025 | Jan 23, 2026 |
| Modern Wealth Management, LLC | History | Added to | 6,440 | 2,404 | 0.04% | 0.02% | 506 | +3,940 | 157.6% | Q4 2025 | Feb 17, 2026 |
| Zhang Financial LLC | History | Added to | 6,423 | 2,398 | 0.09% | 0.09% | 507 | +89 | 1.41% | Q4 2025 | Feb 10, 2026 |
| Fisher Asset Management, LLC | History | Added to | 6,414 | 2,395 | 0.0% | 0.0% | 508 | +1,045 | 19.46% | Q4 2025 | Feb 09, 2026 |
| River Wealth Advisors LLC | History | No change | 6,398 | 2,389 | 0.27% | 0.27% | 509 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 6,348 | 2,388 | 0.0% | 0.01% | 510 | -6,148 | -49.2% | Q4 2025 | Feb 13, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 6,395 | 2,388 | 1.02% | 0.79% | 512 | +1,596 | 33.26% | Q4 2025 | Jan 26, 2026 |
| GenWealth Group, Inc. | History | Reduced | 6,294 | 2,388 | 0.41% | 0.43% | 511 | -16 | -0.25% | Q4 2025 | Jan 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 6,376 | 2,381 | 0.05% | 0.05% | 513 | +778 | 13.9% | Q4 2025 | Feb 13, 2026 |
| Allegheny Financial Group | History | Added to | 6,356 | 2,373 | 0.35% | 0.43% | 514 | +3 | 0.05% | Q4 2025 | Feb 02, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 6,354 | 2,372 | 0.06% | 0.06% | 515 | +366 | 6.11% | Q4 2025 | Feb 06, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 6,348 | 2,370 | 1.59% | 1.58% | 516 | -47 | -0.73% | Q4 2025 | Feb 13, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 6,346 | 2,369 | 0.13% | 0.14% | 517 | -49 | -0.77% | Q4 2025 | Feb 10, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 6,335 | 2,365 | 0.03% | 0.03% | 518 | -46 | -0.72% | Q4 2025 | Feb 10, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 6,332 | 2,364 | 0.33% | 0.38% | 519 | -1 | -0.02% | Q4 2025 | Jan 14, 2026 |
| Alpha Cubed Investments, LLC | History | Reduced | 6,324 | 2,361 | 0.08% | 0.08% | 520 | -212 | -3.24% | Q4 2025 | Feb 03, 2026 |
| AE Wealth Management LLC | History | Added to | 6,177 | 2,306 | 0.01% | 0.01% | 521 | +597 | 10.7% | Q4 2025 | Jan 26, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 6,146 | 2,295 | 0.28% | 0.28% | 522 | -13 | -0.21% | Q4 2025 | Jan 27, 2026 |
| Rossmore Private Capital | History | No change | 6,095 | 2,276 | 0.2% | 0.24% | 523 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SB Capital Management Inc | History | New | 6,027 | 2,250 | 0.82% | — | 524 | +6,027 | New | Q4 2025 | Feb 20, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 6,026 | 2,250 | 0.22% | 0.09% | 525 | +3,606 | 149.01% | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | Reduced | 6,020 | 2,248 | 0.0% | 0.0% | 526 | -126 | -2.05% | Q4 2025 | Jan 23, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 5,966 | 2,227 | 0.03% | 0.03% | 527 | +544 | 10.03% | Q4 2025 | Feb 09, 2026 |
| Bawa N Mallick Trust | History | No change | 5,960 | 2,225 | 0.83% | 0.82% | 528 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Berman McAleer LLC | History | Added to | 5,944 | 2,219 | 0.3% | 0.3% | 529 | +18 | 0.3% | Q4 2025 | Feb 05, 2026 |
| GenTrust, LLC | History | No change | 5,942 | 2,218 | 0.1% | 0.1% | 530 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 5,932 | 2,215 | 0.33% | 0.33% | 531 | -7 | -0.12% | Q4 2025 | Jan 27, 2026 |
| Ardent Capital Management, Inc. | History | No change | 5,902 | 2,204 | 0.87% | 0.91% | 532 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Truepoint, Inc. | History | No change | 5,858 | 2,187 | 0.05% | 0.05% | 533 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ATALANTA SOSNOFF CAPITAL, LLC | History | Added to | 5,843 | 2,182 | 0.04% | 0.01% | 534 | +4,031 | 222.46% | Q4 2025 | Feb 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 5,836 | 2,179 | 0.04% | 0.04% | 535 | -493 | -7.79% | Q4 2025 | Feb 05, 2026 |
| Paul R. Ried Financial Group, LLC | History | No change | 5,837 | 2,179 | 1.03% | 1.08% | 536 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 5,732 | 2,175 | 0.32% | 0.33% | 537 | +2,866 | 100.0% | Q4 2025 | Jan 07, 2026 |
| FIRST HORIZON CORP | History | Reduced | 5,793 | 2,163 | 0.1% | 0.11% | 538 | -335 | -5.47% | Q4 2025 | Jan 27, 2026 |
| Manchester Capital Management LLC | History | Added to | 5,774 | 2,156 | 0.29% | 0.28% | 539 | +112 | 1.98% | Q4 2025 | Feb 11, 2026 |
| Smithfield Trust Co | History | Reduced | 5,771 | 2,155 | 0.1% | 0.09% | 540 | -7 | -0.12% | Q4 2025 | Feb 09, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 5,757 | 2,149 | 0.48% | 0.51% | 541 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Summit Financial, LLC | History | Added to | 5,737 | 2,142 | 0.03% | 0.03% | 542 | +155 | 2.78% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Added to | 5,700 | 2,128 | 0.03% | 0.01% | 543 | +3,889 | 214.74% | Q4 2025 | Mar 12, 2026 |
| XPONANCE LLC | History | Reduced | 5,557 | 2,075 | 0.02% | 0.03% | 544 | -4,824 | -46.47% | Q4 2025 | Feb 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 5,506 | 2,056 | 0.1% | 0.08% | 545 | +874 | 18.87% | Q4 2025 | Feb 13, 2026 |
| ADE, LLC | History | Added to | 5,494 | 2,051 | 0.99% | 1.01% | 546 | +4 | 0.07% | Q4 2025 | Feb 10, 2026 |
| Nemes Rush Group LLC | History | Added to | 5,478 | 2,045 | 0.19% | 0.2% | 547 | +68 | 1.26% | Q4 2025 | Feb 11, 2026 |
| TSFG, LLC | History | Reduced | 5,460 | 2,039 | 0.3% | 0.32% | 548 | -13 | -0.24% | Q4 2025 | Feb 04, 2026 |
| Auour Investments LLC | History | Reduced | 5,453 | 2,036 | 0.65% | 0.65% | 549 | -26 | -0.47% | Q4 2025 | Jan 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 5,427 | 2,026 | 0.03% | 0.03% | 550 | -34 | -0.62% | Q4 2025 | Feb 10, 2026 |
| Aspen Investment Management Inc | History | Added to | 5,386 | 2,011 | 0.61% | 0.49% | 551 | +1,944 | 56.48% | Q4 2025 | Feb 06, 2026 |
| Asset Dedication, LLC | History | Reduced | 5,373 | 2,006 | 0.13% | 0.14% | 552 | -143 | -2.59% | Q4 2025 | Jan 26, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 5,364 | 2,003 | 0.71% | 0.7% | 553 | -19 | -0.35% | Q4 2025 | Jan 21, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 5,334 | 1,991 | 0.6% | 0.64% | 554 | -71 | -1.31% | Q4 2025 | Feb 11, 2026 |
| Westshore Wealth, LLC | History | No change | 5,326 | 1,988 | 0.66% | 0.66% | 555 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 5,276 | 1,970 | 0.3% | 0.31% | 556 | +3 | 0.06% | Q4 2025 | Jan 21, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 5,270 | 1,968 | 0.03% | 0.03% | 557 | +43 | 0.82% | Q4 2025 | Feb 09, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 5,246 | 1,959 | 0.11% | 0.02% | 558 | +4,308 | 459.28% | Q4 2025 | Jan 07, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Reduced | 5,239 | 1,956 | 0.41% | 0.42% | 559 | -42 | -0.8% | Q4 2025 | Jan 21, 2026 |
| Asempa Wealth Advisors | History | New | 5,237 | 1,955 | 1.68% | — | 560 | +5,237 | New | Q4 2025 | Jan 08, 2026 |
| Talisman Wealth Advisors LLC | History | No change | 5,223 | 1,954 | 1.52% | 1.58% | 561 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| AVISO WEALTH MANAGEMENT | History | New | 5,200 | 1,941 | 0.82% | — | 562 | +5,200 | New | Q4 2025 | Feb 13, 2026 |
| Lunt Capital Management, Inc. | History | No change | 5,193 | 1,939 | 0.73% | 0.73% | 563 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Focus Financial Network, Inc. | History | Added to | 5,155 | 1,925 | 0.07% | 0.06% | 564 | +452 | 9.61% | Q4 2025 | Jan 12, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 5,147 | 1,922 | 0.19% | 0.18% | 566 | +424 | 8.98% | Q4 2025 | Feb 13, 2026 |
| Sharkey, Howes & Javer | History | Added to | 5,149 | 1,922 | 0.24% | 0.24% | 565 | +10 | 0.19% | Q4 2025 | Jan 13, 2026 |
| Livet Wealth, LLC | History | New | 5,144 | 1,921 | 1.18% | — | 567 | +5,144 | New | Q4 2025 | Feb 13, 2026 |
| Keebeck Wealth Management | History | Added to | 5,120 | 1,912 | 0.22% | 0.22% | 568 | +72 | 1.43% | Q4 2025 | Feb 17, 2026 |
| Detalus Advisors, LLC | History | Reduced | 5,112 | 1,909 | 0.47% | 0.49% | 569 | -67 | -1.29% | Q4 2025 | Feb 03, 2026 |
| Simmons Bank | History | No change | 5,108 | 1,907 | 0.13% | 0.12% | 570 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Legacy Edge Advisors, LLC | History | New | 5,092 | 1,901 | 0.21% | — | 571 | +5,092 | New | Q4 2025 | Feb 02, 2026 |
| Carrera Capital Advisors | History | Added to | 5,065 | 1,891 | 0.32% | 0.33% | 572 | +15 | 0.3% | Q4 2025 | Jan 30, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 4,979 | 1,889 | 0.08% | 0.07% | 573 | +325 | 6.98% | Q4 2025 | Jan 09, 2026 |
| Jump Financial, LLC | History | Reduced | 5,051 | 1,886 | 0.02% | 0.05% | 574 | -7,376 | -59.35% | Q4 2025 | Feb 17, 2026 |
| Fiduciary Wealth Partners, LLC | History | No change | 5,009 | 1,870 | 0.77% | 0.77% | 575 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 4,982 | 1,860 | 0.02% | 0.02% | 576 | -345 | -6.48% | Q4 2025 | Jan 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 4,979 | 1,859 | 0.03% | 0.04% | 577 | +325 | 6.98% | Q4 2025 | Feb 19, 2026 |
| Finley Financial, LLC | History | Reduced | 4,965 | 1,854 | 0.85% | 1.08% | 578 | -1,420 | -22.24% | Q4 2025 | Jan 21, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 4,860 | 1,814 | 0.1% | 0.1% | 579 | -93 | -1.88% | Q4 2025 | Jan 20, 2026 |
| Procyon Advisors, LLC | History | Added to | 4,853 | 1,812 | 0.09% | 0.1% | 581 | +241 | 5.23% | Q4 2025 | Jan 07, 2026 |
| WESBANCO BANK INC | History | Reduced | 4,853 | 1,812 | 0.05% | 0.05% | 580 | -160 | -3.19% | Q4 2025 | Feb 03, 2026 |
| Box Hill Private Wealth LLC | History | New | 4,836 | 1,805 | 1.83% | — | 582 | +4,836 | New | Q4 2025 | Feb 09, 2026 |
| Westmount Partners, LLC | History | No change | 4,819 | 1,799 | 0.45% | 0.46% | 583 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 4,810 | 1,796 | 0.7% | 0.67% | 584 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Greenspring Advisors, LLC | History | New | 4,800 | 1,792 | 0.11% | — | 585 | +4,800 | New | Q4 2025 | Feb 10, 2026 |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | History | New | 4,782 | 1,788 | 1.51% | — | 586 | +4,782 | New | Q4 2025 | Jan 20, 2026 |
| Argent Trust Co | History | No change | 4,772 | 1,782 | 0.06% | 0.06% | 587 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| VestGen Advisors, LLC | History | Reduced | 4,761 | 1,777 | 0.08% | 0.06% | 588 | -235 | -4.7% | Q4 2025 | Feb 17, 2026 |
| Morton Capital Management LLC/CA | History | No change | 4,730 | 1,766 | 0.27% | 0.28% | 589 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Parisi Gray Wealth Management | History | Reduced | 4,722 | 1,763 | 0.4% | 0.45% | 590 | -2 | -0.04% | Q4 2025 | Jan 07, 2026 |
| EQ LLC | History | Added to | 4,695 | 1,753 | 0.51% | 0.55% | 591 | +239 | 5.36% | Q4 2025 | Feb 10, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 4,656 | 1,738 | 0.06% | 0.06% | 592 | +63 | 1.37% | Q4 2025 | Feb 04, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Added to | 4,646 | 1,735 | 0.95% | 0.92% | 593 | +10 | 0.22% | Q4 2025 | Jan 02, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 4,597 | 1,716 | 0.65% | 0.66% | 594 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| LEE DANNER & BASS INC | History | Reduced | 4,595 | 1,715 | 0.12% | 0.14% | 595 | -615 | -11.8% | Q4 2025 | Jan 29, 2026 |
| Roundview Capital LLC | History | No change | 4,570 | 1,706 | 0.1% | 0.11% | 596 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Wedmont Private Capital | History | Reduced | 4,480 | 1,694 | 0.06% | 0.07% | 597 | -354 | -7.32% | Q4 2025 | Jan 08, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 4,535 | 1,693 | 0.11% | 0.11% | 598 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Cadence Bank | History | No change | 4,528 | 1,690 | 0.1% | 0.1% | 599 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 4,523 | 1,689 | 0.1% | 0.09% | 600 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MidFirst Bank | History | New | 4,504 | 1,681 | 0.13% | — | 601 | +4,504 | New | Q4 2025 | Feb 25, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 4,487 | 1,675 | 0.0% | 0.01% | 602 | -5,813 | -56.44% | Q4 2025 | Feb 10, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 4,482 | 1,673 | 0.12% | 0.13% | 603 | -167 | -3.59% | Q4 2025 | Feb 10, 2026 |
| Savvy Advisors, Inc. | History | Added to | 4,475 | 1,671 | 0.05% | 0.07% | 604 | +82 | 1.87% | Q4 2025 | Jan 20, 2026 |
| MorganRosel Wealth Management, LLC | History | New | 4,472 | 1,670 | 0.42% | — | 606 | +4,472 | New | Q4 2025 | Feb 13, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 4,474 | 1,670 | 0.34% | 0.34% | 605 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Optivise Advisory Services LLC | History | Added to | 4,432 | 1,655 | 0.95% | 0.96% | 607 | +27 | 0.61% | Q4 2025 | Jan 12, 2026 |
| CONNABLE OFFICE INC | History | Added to | 4,398 | 1,642 | 0.15% | 0.15% | 608 | +18 | 0.41% | Q4 2025 | Feb 03, 2026 |
| Certified Advisory Corp | History | Reduced | 4,387 | 1,638 | 0.15% | 0.16% | 609 | -156 | -3.43% | Q4 2025 | Jan 12, 2026 |
| SouthState Bank Corp | History | Reduced | 4,363 | 1,629 | 0.07% | 0.07% | 610 | -15 | -0.34% | Q4 2025 | Feb 11, 2026 |
| NewEdge Wealth, LLC | History | Added to | 4,346 | 1,623 | 0.02% | 0.02% | 611 | +315 | 7.81% | Q4 2025 | Feb 03, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Reduced | 4,335 | 1,618 | 0.83% | 0.95% | 612 | -423 | -8.89% | Q4 2025 | Feb 13, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 4,323 | 1,614 | 0.57% | 0.58% | 613 | -76 | -1.73% | Q4 2025 | Feb 09, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 4,301 | 1,606 | 0.06% | 0.06% | 614 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 4,244 | 1,584 | 0.15% | 0.14% | 615 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 4,221 | 1,576 | 0.07% | 0.07% | 616 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 4,148 | 1,560 | 0.11% | — | 617 | +4,148 | New | Q4 2025 | Jan 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 4,179 | 1,560 | 0.02% | 0.02% | 618 | -765 | -15.47% | Q4 2025 | Feb 11, 2026 |
| Coastline Trust Co | History | Reduced | 4,176 | 1,559 | 0.15% | 0.23% | 619 | -1,581 | -27.46% | Q4 2025 | Jan 05, 2026 |
| Balance Wealth, LLC | History | Reduced | 4,172 | 1,557 | 0.5% | 0.39% | 620 | -106 | -2.48% | Q4 2025 | Jan 21, 2026 |
| Kendall Capital Management | History | Added to | 4,168 | 1,556 | 0.33% | 0.3% | 621 | +476 | 12.89% | Q4 2025 | Jan 16, 2026 |
| Callan Family Office, LLC | History | No change | 4,154 | 1,551 | 0.03% | 0.05% | 622 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 3,980 | 1,486 | 0.21% | 0.23% | 623 | -258 | -6.09% | Q4 2025 | Jan 23, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Reduced | 3,969 | 1,482 | 0.88% | 0.99% | 624 | -532 | -11.82% | Q4 2025 | Jan 26, 2026 |
| Betterment LLC | History | Added to | 3,958 | 1,478 | 0.0% | 0.0% | 625 | +1,418 | 55.83% | Q4 2025 | Feb 12, 2026 |
| Eagle Strategies LLC | History | Added to | 3,946 | 1,473 | 0.19% | 0.19% | 626 | +142 | 3.73% | Q4 2025 | Jan 23, 2026 |
| Neumann Capital Management, LLC | History | No change | 3,938 | 1,470 | 0.42% | 0.42% | 627 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| McCarthy Asset Management, Inc. | History | Reduced | 3,930 | 1,467 | 0.77% | 0.92% | 628 | -5 | -0.13% | Q4 2025 | Feb 03, 2026 |
| Pacific Park Financial, Inc. | History | New | 3,897 | 1,455 | 0.91% | — | 629 | +3,897 | New | Q4 2025 | Jan 30, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 3,894 | 1,454 | 0.01% | 0.02% | 631 | -885 | -18.52% | Q4 2025 | Feb 13, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 3,896 | 1,454 | 0.06% | 0.07% | 630 | -421 | -9.75% | Q4 2025 | Feb 02, 2026 |
| Balentine LLC | History | No change | 3,868 | 1,444 | 0.05% | 0.05% | 632 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Tanager Wealth Management LLP | History | Added to | 3,850 | 1,437 | 0.14% | 0.15% | 633 | +50 | 1.32% | Q4 2025 | Jan 26, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 3,846 | 1,436 | 0.02% | 0.02% | 634 | -190 | -4.71% | Q4 2025 | Feb 02, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 3,816 | 1,424 | 0.02% | 0.02% | 635 | +707 | 22.74% | Q4 2025 | Jan 13, 2026 |
| SOL Capital Management CO | History | No change | 3,806 | 1,421 | 0.13% | 0.12% | 636 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3,756 | 1,402 | 1.11% | — | 637 | +3,756 | New | Q4 2025 | Feb 11, 2026 |
| Cypress Capital Group | History | Reduced | 3,692 | 1,378 | 0.15% | 0.16% | 638 | -45 | -1.2% | Q4 2025 | Feb 11, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | No change | 3,684 | 1,375 | 0.11% | 0.11% | 639 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Key FInancial Inc | History | Reduced | 3,670 | 1,370 | 0.25% | 0.27% | 640 | -252 | -6.43% | Q4 2025 | Feb 09, 2026 |
| Valmark Advisers, Inc. | History | Added to | 3,663 | 1,368 | 0.02% | 0.02% | 641 | +42 | 1.16% | Q4 2025 | Jan 26, 2026 |
| ASL Financial, LLC | History | New | 3,650 | 1,363 | 1.07% | — | 642 | +3,650 | New | Q4 2025 | Jan 20, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 3,640 | 1,359 | 0.39% | — | 643 | +3,640 | New | Q4 2025 | Feb 13, 2026 |
| LCW Services, LLC | History | New | 3,634 | 1,357 | 0.72% | — | 644 | +3,634 | New | Q4 2025 | Feb 11, 2026 |
| Montecito Bank & Trust | History | Reduced | 3,624 | 1,353 | 0.22% | 0.21% | 645 | -75 | -2.03% | Q4 2025 | Jan 09, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 3,613 | 1,349 | 0.03% | 0.25% | 647 | -174,422 | -97.97% | Q4 2025 | Feb 20, 2026 |
| Ellevest, Inc. | History | No change | 3,613 | 1,349 | 0.19% | 0.19% | 646 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Legacy Wealth Asset Management, LLC | History | New | 3,601 | 1,344 | 0.33% | — | 648 | +3,601 | New | Q4 2025 | Jan 12, 2026 |
| TD Waterhouse Canada Inc. | History | New | 3,600 | 1,343 | 0.01% | — | 649 | +3,600 | New | Q4 2025 | Jan 27, 2026 |
| Hilltop National Bank | History | No change | 3,568 | 1,332 | 0.32% | 0.32% | 650 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 3,552 | 1,326 | 0.8% | 0.79% | 651 | +10 | 0.28% | Q4 2025 | Feb 10, 2026 |
| Heritage Wealth Advisors | History | No change | 3,548 | 1,324 | 0.05% | 0.06% | 652 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 3,543 | 1,323 | 0.41% | 0.43% | 653 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Optimist Retirement Group LLC | History | No change | 3,542 | 1,322 | 0.61% | 0.58% | 654 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 3,520 | 1,314 | 0.1% | 0.11% | 655 | -233 | -6.21% | Q4 2025 | Jan 29, 2026 |
| Choate Investment Advisors | History | Reduced | 3,512 | 1,311 | 0.03% | 0.03% | 656 | -94 | -2.61% | Q4 2025 | Feb 09, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Reduced | 3,492 | 1,304 | 0.35% | 0.33% | 657 | -16 | -0.46% | Q4 2025 | Feb 09, 2026 |
| Facet Wealth, Inc. | History | Added to | 3,404 | 1,296 | 0.02% | 0.02% | 658 | +649 | 23.56% | Q4 2025 | Jan 29, 2026 |
| Pathway Financial Advisors LLC | History | No change | 3,400 | 1,290 | 0.16% | 0.17% | 659 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | No change | 3,439 | 1,284 | 1.22% | 1.24% | 660 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Flaharty Asset Management, LLC | History | No change | 3,425 | 1,279 | 0.16% | 0.16% | 661 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 3,420 | 1,277 | 0.17% | 0.18% | 662 | -15 | -0.44% | Q4 2025 | Jan 23, 2026 |
| TI-TRUST, INC | History | No change | 3,419 | 1,276 | 0.79% | 0.79% | 663 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 3,408 | 1,272 | 0.54% | 0.57% | 664 | -35 | -1.02% | Q4 2025 | Feb 02, 2026 |
| Colonial Trust Advisors | History | No change | 3,400 | 1,269 | 0.1% | 0.1% | 665 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 3,396 | 1,267 | 1.08% | 1.11% | 666 | +11 | 0.32% | Q4 2025 | Jan 26, 2026 |
| Brookstone Capital Management | History | Reduced | 3,339 | 1,246 | 0.01% | 0.02% | 668 | -157 | -4.49% | Q4 2025 | Jan 15, 2026 |
| Bollard Group LLC | History | Added to | 3,336 | 1,246 | 0.03% | 0.03% | 667 | +10 | 0.3% | Q4 2025 | Feb 13, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 3,331 | 1,243 | 0.34% | 0.39% | 669 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 3,328 | 1,242 | 0.07% | 0.07% | 670 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Edgestream Partners, L.P. | History | Added to | 3,324 | 1,241 | 0.03% | 0.02% | 671 | +1,636 | 96.92% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 3,313 | 1,237 | 0.03% | 0.04% | 672 | -15 | -0.45% | Q4 2025 | Feb 05, 2026 |
| ATLas Financial Planning LLC | History | New | 3,292 | 1,229 | 1.21% | — | 673 | +3,292 | New | Q4 2025 | Feb 17, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 3,286 | 1,227 | 0.1% | 0.11% | 674 | -87 | -2.58% | Q4 2025 | Feb 03, 2026 |
| Praetorian Wealth Management, Inc. | History | New | 3,285 | 1,226 | 0.24% | — | 675 | +3,285 | New | Q4 2025 | Jan 14, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 3,265 | 1,219 | 0.06% | 0.06% | 676 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Legacy Private Trust Co. | History | No change | 3,264 | 1,218 | 0.07% | 0.07% | 677 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| REGIMEN WEALTH, LLC | History | No change | 3,263 | 1,218 | 0.36% | 0.35% | 678 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Reduced | 3,205 | 1,211 | 0.73% | 0.86% | 679 | -96 | -2.91% | Q4 2025 | Feb 27, 2026 |
| Polaris Investment Advisors, LLC | History | New | 3,230 | 1,206 | 0.87% | — | 680 | +3,230 | New | Q4 2025 | Jan 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 3,228 | 1,205 | 0.4% | 0.4% | 681 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 3,217 | 1,201 | 0.03% | 0.03% | 682 | +12 | 0.37% | Q4 2025 | Feb 13, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 3,200 | 1,195 | 0.05% | 0.05% | 683 | +591 | 22.65% | Q4 2025 | Feb 17, 2026 |
| Note Advisors, LLC | History | Reduced | 3,168 | 1,191 | 0.61% | 0.71% | 684 | -99 | -3.03% | Q4 2025 | Feb 18, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 3,185 | 1,189 | 0.16% | 0.17% | 685 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Soundwatch Capital LLC | History | Reduced | 3,183 | 1,188 | 0.18% | 0.2% | 686 | -243 | -7.09% | Q4 2025 | Feb 10, 2026 |
| Wealthquest Corp | History | New | 3,157 | 1,179 | 0.09% | — | 687 | +3,157 | New | Q4 2025 | Feb 09, 2026 |
| WealthShield Partners, LLC | History | Added to | 3,152 | 1,177 | 0.13% | 0.02% | 688 | +2,640 | 515.63% | Q4 2025 | Feb 03, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 3,150 | 1,176 | 0.06% | 0.06% | 689 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Waterfront Wealth Inc. | History | Added to | 3,095 | 1,175 | 0.22% | 0.23% | 691 | +29 | 0.95% | Q4 2025 | Jan 27, 2026 |
| Retirement Planning Group, LLC | History | No change | 3,147 | 1,175 | 0.04% | 0.04% | 690 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Wealth Architects, LLC | History | No change | 3,121 | 1,165 | 0.1% | 0.11% | 692 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SNS Financial Group, LLC | History | Reduced | 3,096 | 1,156 | 0.1% | 0.1% | 693 | -47 | -1.5% | Q4 2025 | Feb 02, 2026 |
| SPINNAKER TRUST | History | Reduced | 3,092 | 1,154 | 0.06% | 0.06% | 694 | -73 | -2.31% | Q4 2025 | Feb 10, 2026 |
| Financially in Tune, LLC | History | New | 3,090 | 1,153 | 1.08% | — | 695 | +3,090 | New | Q4 2025 | Feb 27, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 3,087 | 1,152 | 0.33% | 0.36% | 696 | -217 | -6.57% | Q4 2025 | Jan 27, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 4,152 | 1,140 | 0.68% | 0.71% | 697 | +2,537 | 157.09% | Q4 2025 | Jan 13, 2026 |
| CORTLAND ASSOCIATES INC/MO | History | No change | 3,038 | 1,135 | 0.14% | 0.13% | 698 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NICOLET BANKSHARES INC | History | Reduced | 3,025 | 1,129 | 0.18% | 0.18% | 699 | -32 | -1.05% | Q4 2025 | Feb 09, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 3,023 | 1,128 | 0.09% | 0.09% | 700 | -53 | -1.72% | Q4 2025 | Feb 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 3,000 | 1,120 | 0.09% | 0.1% | 702 | -884 | -22.76% | Q4 2025 | Jan 23, 2026 |
| Chandler Asset Management, Inc. | History | No change | 3,000 | 1,120 | 0.18% | 0.18% | 701 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Landmark Wealth Management, LLC | History | Reduced | 2,998 | 1,119 | 0.43% | 0.5% | 703 | -478 | -13.75% | Q4 2025 | Feb 05, 2026 |
| Legacy Trust | History | Added to | 2,985 | 1,114 | 0.21% | 0.19% | 704 | +320 | 12.01% | Q4 2025 | Jan 22, 2026 |
| BLB&B Advisors, LLC | History | Added to | 2,982 | 1,113 | 0.05% | 0.04% | 705 | +758 | 34.08% | Q4 2025 | Jan 26, 2026 |
| SEMITAM BONAM LLC | History | Reduced | 2,982 | 1,113 | 0.93% | 1.01% | 706 | -115 | -3.71% | Q4 2025 | Jan 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 2,971 | 1,109 | 0.05% | 0.05% | 707 | -30 | -1.0% | Q4 2025 | Jan 21, 2026 |
| IFG Advisors, LLC | History | Reduced | 2,964 | 1,106 | 0.18% | 0.27% | 708 | -1,595 | -34.99% | Q4 2025 | Jan 13, 2026 |
| Oldfather Financial Services, LLC | History | Reduced | 2,959 | 1,105 | 0.33% | 0.35% | 710 | -83 | -2.73% | Q4 2025 | Jan 16, 2026 |
| Larson Financial Group LLC | History | Added to | 2,959 | 1,105 | 0.04% | 0.04% | 709 | +2 | 0.07% | Q4 2025 | Feb 06, 2026 |
| Graver Capital Management, LLC | History | Reduced | 2,957 | 1,104 | 0.87% | 1.19% | 711 | -921 | -23.75% | Q4 2025 | Feb 13, 2026 |
| Patten Group, Inc. | History | Reduced | 2,955 | 1,103 | 0.2% | 0.22% | 712 | -149 | -4.8% | Q4 2025 | Jan 23, 2026 |
| Carnegie Investment Counsel | History | Added to | 2,953 | 1,102 | 0.02% | 0.02% | 713 | +1 | 0.03% | Q4 2025 | Jan 23, 2026 |
| Venturi Wealth Management, LLC | History | No change | 2,945 | 1,099 | 0.05% | 0.05% | 714 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 2,939 | 1,097 | 0.01% | 0.01% | 715 | +2,012 | 217.04% | Q4 2025 | Jan 29, 2026 |
| Ancora Advisors LLC | History | Reduced | 2,930 | 1,094 | 0.02% | 0.02% | 717 | -48 | -1.61% | Q4 2025 | Feb 17, 2026 |
| GREENLEAF TRUST | History | Reduced | 2,932 | 1,094 | 0.01% | 0.01% | 716 | -35 | -1.18% | Q4 2025 | Jan 21, 2026 |
| Denver PWM, LLC | History | No change | 3,222 | 1,094 | 0.37% | 0.34% | 718 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CJM Wealth Advisers, Ltd. | History | No change | 2,926 | 1,092 | 0.33% | 0.33% | 719 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 2,909 | 1,090 | 0.03% | 0.03% | 720 | +1,432 | 96.95% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 2,921 | 1,090 | 0.01% | 0.02% | 721 | +508 | 21.05% | Q4 2025 | Feb 06, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 2,913 | 1,087 | 0.1% | 0.1% | 722 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 2,908 | 1,086 | 0.12% | 0.12% | 723 | +2 | 0.07% | Q4 2025 | Jan 21, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | No change | 2,895 | 1,081 | 0.49% | 0.49% | 724 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| True North Advisors, LLC | History | Reduced | 2,879 | 1,075 | 0.14% | 0.17% | 725 | -74 | -2.51% | Q4 2025 | Jan 22, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | No change | 2,867 | 1,070 | 0.33% | 0.35% | 726 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DAVENPORT & Co LLC | History | Added to | 2,856 | 1,066 | 0.01% | 0.01% | 727 | +32 | 1.13% | Q4 2025 | Jan 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 2,849 | 1,064 | 0.02% | 0.02% | 728 | +67 | 2.41% | Q4 2025 | Feb 03, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 2,841 | 1,061 | 0.02% | 0.03% | 729 | -897 | -24.0% | Q4 2025 | Jan 07, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 2,840 | 1,060 | 0.21% | 0.21% | 730 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 2,824 | 1,054 | 0.07% | 0.07% | 731 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| One Capital Management, LLC | History | Added to | 2,820 | 1,053 | 0.03% | 0.01% | 732 | +2,247 | 392.15% | Q4 2025 | Feb 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 2,816 | 1,051 | 0.03% | 0.05% | 733 | -1,758 | -38.43% | Q4 2025 | Jan 09, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 2,815 | 1,051 | 0.22% | 0.25% | 734 | -340 | -10.78% | Q4 2025 | Jan 29, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | New | 2,805 | 1,047 | 0.49% | — | 735 | +2,805 | New | Q4 2025 | Jan 06, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 2,800 | 1,045 | 0.32% | 0.33% | 736 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Financial Management LLC | History | New | 2,789 | 1,041 | 0.98% | — | 737 | +2,789 | New | Q4 2025 | Feb 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 2,787 | 1,040 | 0.06% | 0.06% | 738 | +329 | 13.38% | Q4 2025 | Feb 17, 2026 |
| Segment Wealth Management, LLC | History | No change | 2,751 | 1,027 | 0.06% | 0.06% | 739 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| 5T Wealth, LLC | History | Added to | 2,746 | 1,025 | 0.41% | 0.42% | 740 | +108 | 4.09% | Q4 2025 | Jan 27, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 2,722 | 1,016 | 0.08% | 0.04% | 741 | +1,388 | 104.05% | Q4 2025 | Feb 18, 2026 |
| Boston Trust Walden Corp | History | No change | 2,705 | 1,010 | 0.01% | 0.01% | 742 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 2,700 | 1,008 | 0.03% | 0.03% | 743 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LGL PARTNERS, LLC | History | Added to | 2,698 | 1,007 | 0.43% | 0.42% | 744 | +8 | 0.3% | Q4 2025 | Feb 09, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 2,688 | 1,003 | 0.38% | 0.39% | 745 | -33 | -1.21% | Q4 2025 | Jan 08, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 2,679 | 1,000 | 0.33% | 0.25% | 746 | +415 | 18.33% | Q4 2025 | Jan 13, 2026 |
| Northstar Group, Inc. | History | Added to | 2,662 | 994 | 0.14% | 0.13% | 747 | +133 | 5.26% | Q4 2025 | Feb 13, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 2,642 | 986 | 0.28% | 0.35% | 748 | -573 | -17.82% | Q4 2025 | Jan 29, 2026 |
| Shepherd Financial Partners LLC | History | No change | 2,627 | 981 | 0.09% | 0.09% | 749 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 2,607 | 973 | 0.06% | 0.06% | 752 | -378 | -12.66% | Q4 2025 | Jan 30, 2026 |
| RMR Wealth Builders | History | Added to | 2,606 | 973 | 0.08% | 0.08% | 751 | +58 | 2.28% | Q4 2025 | Jan 29, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 2,606 | 973 | 0.03% | 0.02% | 750 | -56 | -2.1% | Q4 2025 | Jan 07, 2026 |
| Hemenway Trust Co LLC | History | Reduced | 2,590 | 967 | 0.07% | 0.07% | 753 | -80 | -3.0% | Q4 2025 | Feb 03, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Added to | 2,573 | 961 | 0.05% | 0.05% | 754 | +3 | 0.12% | Q4 2025 | Jan 27, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 2,573 | 960 | 0.0% | 0.0% | 755 | -4,250 | -62.29% | Q4 2025 | Feb 17, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 2,567 | 958 | 0.07% | 0.07% | 756 | -40 | -1.53% | Q4 2025 | Feb 11, 2026 |
| LCNB CORP | History | No change | 2,565 | 957 | 0.32% | 0.33% | 757 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 2,535 | 946 | 0.29% | 0.28% | 758 | -7 | -0.28% | Q4 2025 | Jan 12, 2026 |
| Syverson Strege & Co | History | Reduced | 2,526 | 943 | 0.22% | 0.3% | 759 | -956 | -27.46% | Q4 2025 | Feb 09, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 2,527 | 943 | 0.01% | 0.01% | 760 | +1 | 0.04% | Q4 2025 | Feb 10, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 2,519 | 940 | 0.02% | 0.03% | 761 | -227 | -8.27% | Q4 2025 | Feb 17, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 2,512 | 938 | 0.11% | 0.05% | 762 | +1,701 | 209.74% | Q4 2025 | Feb 13, 2026 |
| Palatine Hill Wealth Management, LLC | History | New | 2,509 | 936 | 0.75% | — | 763 | +2,509 | New | Q4 2025 | Feb 10, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 2,501 | 934 | 0.04% | 0.04% | 764 | -138 | -5.23% | Q4 2025 | Feb 17, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 2,450 | 933 | 0.06% | 0.04% | 765 | +1,168 | 91.11% | Q4 2025 | Feb 13, 2026 |
| ENZI WEALTH | History | Reduced | 2,457 | 930 | 0.33% | 0.35% | 766 | -300 | -10.88% | Q4 2025 | Jan 15, 2026 |
| Composition Wealth, LLC | History | Added to | 2,475 | 924 | 0.01% | 0.01% | 767 | +237 | 10.59% | Q4 2025 | Feb 02, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 2,471 | 922 | 0.37% | — | 768 | +2,471 | New | Q4 2025 | Feb 17, 2026 |
| Strategic Advisors LLC | History | Added to | 2,467 | 921 | 0.14% | 0.14% | 769 | +40 | 1.65% | Q4 2025 | Feb 10, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2,462 | 919 | 0.06% | 0.06% | 770 | +3 | 0.12% | Q4 2025 | Feb 20, 2026 |
| Azimuth Capital Investment Management LLC | History | Reduced | 2,439 | 910 | 0.03% | 0.03% | 772 | -117 | -4.58% | Q4 2025 | Feb 12, 2026 |
| Falcon Wealth Planning | History | Reduced | 2,439 | 910 | 0.08% | 0.08% | 771 | -7 | -0.29% | Q4 2025 | Feb 03, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 2,421 | 904 | 0.5% | 1.09% | 773 | -1,622 | -40.12% | Q4 2025 | Feb 17, 2026 |
| NWF Advisory Services Inc. | History | Added to | 2,421 | 904 | 0.1% | 0.1% | 774 | +5 | 0.21% | Q4 2025 | Mar 03, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 2,417 | 902 | 0.32% | 0.33% | 775 | -7 | -0.29% | Q4 2025 | Feb 10, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | New | 2,412 | 900 | 0.07% | — | 776 | +2,412 | New | Q4 2025 | Feb 09, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 2,403 | 897 | 0.13% | 0.13% | 777 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 2,389 | 892 | 0.28% | 0.29% | 778 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 2,388 | 891 | 0.07% | 0.06% | 779 | +270 | 12.75% | Q4 2025 | Feb 04, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 2,381 | 889 | 0.05% | 0.05% | 780 | +14 | 0.59% | Q4 2025 | Jan 22, 2026 |
| Westbourne Investment Advisors, Inc. | History | Reduced | 2,380 | 888 | 0.25% | 0.25% | 781 | -120 | -4.8% | Q4 2025 | Jan 23, 2026 |
| PENNEY FINANCIAL, LLC | History | No change | 2,380 | 888 | 0.34% | 0.39% | 782 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 2,377 | 887 | 0.18% | 0.2% | 783 | +3 | 0.13% | Q4 2025 | Feb 10, 2026 |
| Tranquility Partners, LLC | History | Added to | 2,374 | 886 | 0.32% | 0.29% | 784 | +16 | 0.68% | Q4 2025 | Feb 03, 2026 |
| MAYPORT, LLC | History | New | 2,352 | 878 | 0.18% | — | 785 | +2,352 | New | Q4 2025 | Jan 21, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 2,343 | 875 | 0.55% | 0.55% | 786 | +7 | 0.3% | Q4 2025 | Feb 06, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 2,335 | 872 | 0.14% | 0.17% | 787 | -402 | -14.69% | Q4 2025 | Feb 11, 2026 |
| Topsail Wealth Management, LLC | History | No change | 2,334 | 871 | 0.13% | 0.14% | 788 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 2,331 | 870 | 0.1% | 0.11% | 789 | -132 | -5.36% | Q4 2025 | Jan 20, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 2,314 | 864 | 0.11% | — | 790 | +2,314 | New | Q4 2025 | Feb 04, 2026 |
| Stronghold Wealth Management L.L.C. | History | New | 2,311 | 863 | 1.28% | — | 791 | +2,311 | New | Q4 2025 | Feb 06, 2026 |
| Planning Project LLC | History | New | 2,303 | 859 | 0.22% | — | 792 | +2,303 | New | Q4 2025 | Feb 12, 2026 |
| Vontobel Holding Ltd. | History | No change | 2,300 | 858 | 0.0% | 0.0% | 793 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LWM Advisory Services, LLC | History | Added to | 2,294 | 856 | 0.5% | 0.47% | 795 | +75 | 3.38% | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 2,293 | 856 | 0.01% | 0.01% | 794 | -10 | -0.43% | Q4 2025 | Jan 20, 2026 |
| Old North State Wealth Management, LLC | History | Added to | 2,275 | 849 | 0.4% | 0.39% | 796 | +6 | 0.26% | Q4 2025 | Jan 23, 2026 |
| Verum Partners LLC | History | Reduced | 2,273 | 848 | 0.17% | 0.18% | 798 | -7 | -0.31% | Q4 2025 | Jan 14, 2026 |
| HM PAYSON & CO | History | No change | 2,272 | 848 | 0.01% | 0.01% | 797 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Next Level Private LLC | History | Added to | 2,261 | 844 | 0.22% | 0.24% | 799 | +4 | 0.18% | Q4 2025 | Jan 07, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 2,245 | 838 | 0.06% | 0.06% | 800 | +44 | 2.0% | Q4 2025 | Feb 11, 2026 |