iSHARES TRUST - IWO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,151,228 | 1,340,888 | 0.1% | 0.08% | 1 | +396,460 | 10.56% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 2,619,371 | 846,083 | 0.05% | 0.05% | 2 | +123,413 | 4.94% | Q4 2025 | Feb 13, 2026 |
| BARINGS LLC | History | Added to | 1,657,750 | 540,012 | 9.95% | 9.89% | 3 | +33,300 | 2.05% | Q4 2025 | Feb 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 1,359,871 | 441,191 | 1.06% | 1.06% | 4 | -11,191 | -0.82% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,121,692 | 362,317 | 0.11% | 0.1% | 5 | +53,840 | 5.04% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 966,022 | 312,034 | 0.04% | 0.02% | 6 | +393,686 | 68.79% | Q4 2025 | Mar 25, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 921,669 | 297,708 | 6.27% | 6.72% | 7 | +10,522 | 1.15% | Q4 2025 | Feb 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 777,074 | 251,002 | 0.05% | 0.04% | 8 | +46,959 | 6.43% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 613,190 | 198,066 | 0.11% | 0.12% | 9 | -8,294 | -1.33% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Added to | 572,694 | 184,986 | 0.05% | 0.05% | 10 | +20,029 | 3.62% | Q4 2025 | Feb 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 532,522 | 172,009 | 1.05% | 1.07% | 11 | +10,967 | 2.1% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Added to | 522,032 | 168,621 | 0.03% | 0.02% | 12 | +48,892 | 10.33% | Q4 2025 | Jan 29, 2026 |
| Cohen Klingenstein LLC | History | Reduced | 516,788 | 166,927 | 5.07% | 5.27% | 13 | -9,254 | -1.76% | Q4 2025 | Jan 20, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 491,725 | 158,832 | 0.01% | 0.02% | 14 | -483,903 | -49.6% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 451,470 | 145,829 | 0.02% | 0.02% | 15 | +14,497 | 3.32% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 449,381 | 145,154 | 0.19% | 0.2% | 16 | -29,770 | -6.21% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 389,572 | 125,850 | 0.04% | 0.04% | 17 | +6,059 | 1.58% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 379,547 | 122,597 | 0.02% | — | 18 | +379,547 | New | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Reduced | 354,317 | 114,447 | 0.37% | 0.38% | 19 | -603 | -0.17% | Q4 2025 | Jan 30, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 341,500 | 110,307 | 0.18% | 0.07% | 20 | +220,500 | 182.23% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 339,344 | 109,611 | 0.05% | 0.04% | 21 | +97,259 | 40.18% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 305,690 | 98,740 | 0.01% | 0.0% | 22 | +17,457 | 6.06% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 266,445 | 86,064 | 0.49% | 0.44% | 23 | +51,934 | 24.21% | Q4 2025 | Jan 26, 2026 |
| Corient Private Wealth LLC | History | Added to | 259,587 | 83,897 | 0.11% | 0.1% | 24 | +53,910 | 26.21% | Q4 2025 | Mar 09, 2026 |
| COMMERCE BANK | History | Added to | 258,330 | 83,443 | 0.46% | 0.4% | 25 | +31,990 | 14.13% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 254,193 | 82,106 | 0.16% | 0.16% | 26 | -12,627 | -4.73% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 242,397 | 78,296 | 0.09% | 0.09% | 27 | -5,432 | -2.19% | Q4 2025 | Feb 17, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 223,021 | 72,038 | 1.32% | 1.46% | 28 | +6,327 | 2.92% | Q4 2025 | Jan 28, 2026 |
| CITIGROUP INC | History | Added to | 222,509 | 71,872 | 0.03% | 0.01% | 29 | +156,680 | 238.01% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 218,643 | 70,623 | 0.01% | 0.01% | 30 | -1,345 | -0.61% | Q4 2025 | Feb 10, 2026 |
| BROWN ADVISORY INC | History | Added to | 217,608 | 70,289 | 0.1% | 0.07% | 31 | +51,182 | 30.75% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 217,502 | 70,255 | 0.02% | 0.03% | 32 | -34,013 | -13.52% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 179,568 | 60,577 | 0.08% | 0.09% | 33 | +3,421 | 1.94% | Q4 2025 | Jan 08, 2026 |
| Creative Planning | History | Added to | 184,037 | 59,445 | 0.04% | 0.04% | 34 | +9,130 | 5.22% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 170,636 | 55,120 | 0.05% | 0.06% | 35 | -6 | -0.0% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 159,943 | 51,663 | 0.06% | 0.1% | 36 | -98,510 | -38.12% | Q4 2025 | Jan 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 152,488 | 49,254 | 0.01% | 0.01% | 37 | +17,807 | 13.22% | Q4 2025 | Feb 17, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 146,115 | 47,196 | 0.17% | 0.16% | 38 | +794 | 0.55% | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 142,797 | 46,152 | 0.07% | 0.04% | 39 | +56,145 | 64.79% | Q4 2025 | Feb 17, 2026 |
| Pacific Life Fund Advisors LLC | History | Added to | 142,468 | 46,018 | 4.74% | 3.52% | 40 | +35,338 | 32.99% | Q4 2025 | Jan 26, 2026 |
| Cresset Asset Management, LLC | History | Added to | 139,330 | 45,004 | 0.19% | 0.19% | 41 | +38 | 0.03% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 138,972 | 44,889 | 0.17% | — | 42 | +138,972 | New | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 135,705 | 43,834 | 0.08% | 0.07% | 43 | +30,936 | 29.53% | Q4 2025 | Mar 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 127,183 | 41,081 | 0.03% | 0.03% | 44 | +978 | 0.77% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 123,200 | 39,794 | 0.05% | 0.05% | 45 | -3,667 | -2.89% | Q4 2025 | Feb 02, 2026 |
| CHOREO, LLC | History | Added to | 113,436 | 36,951 | 0.47% | 0.46% | 46 | +3,314 | 3.01% | Q4 2025 | Jan 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 114,392 | 36,949 | 0.02% | 0.02% | 47 | +11,414 | 11.08% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 110,423 | 35,667 | 0.04% | 0.04% | 48 | +36,043 | 48.46% | Q4 2025 | Feb 13, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 106,920 | 34,536 | 0.18% | 0.18% | 49 | +1,636 | 1.55% | Q4 2025 | Jan 13, 2026 |
| MAI Capital Management | History | Added to | 103,345 | 33,381 | 0.19% | 0.2% | 50 | +3,153 | 3.15% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 97,565 | 31,523 | 0.03% | 0.02% | 51 | +19,600 | 25.14% | Q4 2025 | Feb 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 92,588 | 29,906 | 0.1% | 0.04% | 52 | +57,436 | 163.39% | Q4 2025 | Feb 18, 2026 |
| Yarbrough Capital, LLC | History | No change | 90,335 | 29,179 | 0.91% | 0.9% | 53 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 88,572 | 28,609 | 0.2% | 0.19% | 54 | -1,134 | -1.26% | Q4 2025 | Feb 17, 2026 |
| WoodTrust Financial Corp | History | Reduced | 88,308 | 28,524 | 3.33% | 3.39% | 55 | -660 | -0.74% | Q4 2025 | Jan 30, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 84,328 | 27,238 | 0.0% | 0.0% | 56 | +39,262 | 87.12% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 84,044 | 27,147 | 0.4% | 0.38% | 57 | +4,997 | 6.32% | Q4 2025 | Feb 09, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 82,685 | 26,708 | 0.2% | 0.21% | 58 | -1,758 | -2.08% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 79,275 | 25,606 | 0.05% | 0.05% | 59 | +3,428 | 4.52% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 78,853 | 25,470 | 0.01% | 0.01% | 60 | -374 | -0.47% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Added to | 77,957 | 25,180 | 0.1% | 0.09% | 61 | +7,156 | 10.11% | Q4 2025 | Jan 29, 2026 |
| BARCLAYS PLC | History | Reduced | 76,537 | 24,722 | 0.01% | 0.01% | 62 | -64,717 | -45.82% | Q4 2025 | Feb 13, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 76,264 | 24,634 | 0.17% | 0.0% | 63 | +74,766 | 4991.05% | Q4 2025 | Jan 09, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 74,859 | 24,180 | 1.61% | 1.61% | 64 | +24 | 0.03% | Q4 2025 | Jan 08, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Added to | 73,800 | 23,838 | 12.33% | 12.42% | 65 | +746 | 1.02% | Q4 2025 | Jan 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 72,883 | 23,541 | 0.03% | 0.03% | 66 | +4,090 | 5.95% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 72,689 | 23,479 | 0.06% | 0.06% | 67 | +3,797 | 5.51% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 70,299 | 22,707 | 0.0% | 0.0% | 68 | +11,432 | 19.42% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 67,791 | 21,903 | 0.03% | 0.03% | 69 | +4,013 | 6.29% | Q4 2025 | Feb 11, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 66,873 | 21,600 | 5.68% | 6.24% | 70 | -358 | -0.53% | Q4 2025 | Feb 13, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 65,597 | 21,188 | 0.84% | 0.88% | 71 | -2,333 | -3.43% | Q4 2025 | Jan 14, 2026 |
| Mariner, LLC | History | Added to | 64,230 | 20,746 | 0.02% | 0.03% | 72 | +503 | 0.79% | Q4 2025 | Feb 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 62,141 | 20,072 | 0.03% | — | 73 | +62,141 | New | Q4 2025 | Jan 15, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Reduced | 61,898 | 19,993 | 0.38% | 0.39% | 74 | -8,892 | -12.56% | Q4 2025 | Feb 12, 2026 |
| Fiera Capital Corp | History | Added to | 61,864 | 19,982 | 0.06% | 0.01% | 75 | +54,232 | 710.59% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 60,407 | 19,512 | 0.08% | 0.08% | 76 | +5,174 | 9.37% | Q4 2025 | Feb 13, 2026 |
| Powell Investment Advisors, LLC | History | Reduced | 60,334 | 19,488 | 6.71% | 6.78% | 77 | -293 | -0.48% | Q4 2025 | Feb 09, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 59,528 | 19,227 | 0.8% | 0.92% | 78 | +1,426 | 2.45% | Q4 2025 | Jan 28, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 54,063 | 17,462 | 0.49% | 0.49% | 79 | +141 | 0.26% | Q4 2025 | Feb 05, 2026 |
| FIRST HORIZON CORP | History | Added to | 53,005 | 17,121 | 0.77% | 0.53% | 80 | +17,837 | 50.72% | Q4 2025 | Jan 27, 2026 |
| AMG National Trust Bank | History | Reduced | 52,611 | 16,993 | 0.4% | 0.43% | 81 | -2,517 | -4.57% | Q4 2025 | Jan 30, 2026 |
| Baird Financial Group, Inc. | History | Added to | 50,506 | 16,313 | 0.03% | 0.02% | 82 | +2,306 | 4.78% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 49,395 | 15,955 | 0.13% | 0.08% | 83 | +1,059 | 2.19% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 49,331 | 15,934 | 0.05% | 0.05% | 84 | -460 | -0.92% | Q4 2025 | Feb 02, 2026 |
| COURIER CAPITAL LLC | History | Added to | 47,800 | 15,440 | 0.87% | 0.86% | 85 | +885 | 1.89% | Q4 2025 | Jan 29, 2026 |
| AXIOM INVESTORS LLC /DE | History | New | 47,100 | 15,213 | 0.13% | — | 86 | +47,100 | New | Q4 2025 | Feb 11, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 46,144 | 14,904 | 2.78% | 2.69% | 87 | +953 | 2.11% | Q4 2025 | Feb 02, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 43,677 | 14,689 | 2.46% | 1.55% | 88 | +16,505 | 60.74% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 44,708 | 14,441 | 0.08% | 0.08% | 89 | +581 | 1.32% | Q4 2025 | Feb 12, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 43,449 | 14,034 | 1.98% | 2.08% | 90 | +634 | 1.48% | Q4 2025 | Feb 13, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 42,849 | 13,840 | 1.69% | 1.69% | 91 | -1,041 | -2.37% | Q4 2025 | Jan 27, 2026 |
| Allworth Financial LP | History | New | 41,909 | 13,536 | 0.06% | — | 92 | +41,909 | New | Q4 2025 | Feb 05, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 40,104 | 13,529 | 0.28% | 0.27% | 93 | +1,320 | 3.4% | Q4 2025 | Jan 26, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 41,462 | 13,392 | 1.24% | 1.31% | 94 | -1,466 | -3.42% | Q4 2025 | Feb 10, 2026 |
| Strategic Equity Management | History | New | 41,177 | 13,300 | 4.51% | — | 95 | +41,177 | New | Q4 2025 | Feb 09, 2026 |
| Summit Financial, LLC | History | Added to | 40,590 | 13,111 | 0.19% | 0.17% | 96 | +6,158 | 17.88% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 40,158 | 12,971 | 0.11% | 0.12% | 97 | +1,971 | 5.16% | Q4 2025 | Feb 17, 2026 |
| Quent Capital, LLC | History | Added to | 40,074 | 12,944 | 0.93% | 0.86% | 98 | +8,051 | 25.14% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 39,175 | 12,658 | 0.1% | — | 99 | +39,175 | New | Q4 2025 | Feb 18, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 37,644 | 12,159 | 0.03% | 0.03% | 100 | -1,511 | -3.86% | Q4 2025 | Feb 17, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Reduced | 37,550 | 12,129 | 5.22% | 5.47% | 101 | -480 | -1.26% | Q4 2025 | Jan 12, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 35,156 | 11,355 | 0.38% | 0.38% | 102 | +2,498 | 7.65% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 34,989 | 11,301 | 0.0% | 0.0% | 103 | -8,642 | -19.81% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 34,757 | 11,226 | 0.08% | 0.23% | 104 | -56,237 | -61.8% | Q4 2025 | Feb 12, 2026 |
| Corundum Group, Inc. | History | Added to | 34,285 | 11,074 | 3.72% | 3.8% | 105 | +5,381 | 18.62% | Q4 2025 | Jan 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 32,519 | 10,503 | 0.0% | 0.0% | 106 | +4,355 | 15.46% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 31,709 | 10,242 | 0.0% | 0.0% | 107 | +126 | 0.4% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 30,135 | 9,733 | 0.0% | 0.0% | 108 | -5,110 | -14.5% | Q4 2025 | Feb 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 29,837 | 9,637 | 0.12% | 0.12% | 109 | +13 | 0.04% | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 29,819 | 9,631 | 0.03% | 0.05% | 110 | -1,159 | -3.74% | Q4 2025 | Feb 18, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 29,279 | 9,457 | 0.01% | 0.02% | 111 | -829 | -2.75% | Q4 2025 | Feb 18, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 28,757 | 9,288 | 0.0% | 0.0% | 112 | +20,128 | 233.26% | Q4 2025 | Mar 20, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 28,423 | 9,180 | 0.05% | 0.03% | 113 | +5,517 | 24.09% | Q4 2025 | Jan 29, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 27,506 | 8,884 | 1.11% | 2.0% | 114 | -21,763 | -44.17% | Q4 2025 | Feb 06, 2026 |
| Oldfather Financial Services, LLC | History | Reduced | 27,202 | 8,786 | 2.62% | 2.71% | 115 | -3 | -0.01% | Q4 2025 | Jan 16, 2026 |
| Team Hewins, LLC | History | Reduced | 27,055 | 8,738 | 2.82% | 2.95% | 116 | -209 | -0.77% | Q4 2025 | Jan 28, 2026 |
| GLENMEDE TRUST CO NA | History | New | 27,006 | 8,723 | 0.04% | — | 117 | +27,006 | New | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 26,849 | 8,672 | 0.01% | 0.01% | 118 | +42 | 0.16% | Q4 2025 | Feb 12, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Added to | 26,547 | 8,574 | 0.47% | 0.1% | 119 | +20,539 | 341.86% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 26,530 | 8,569 | 0.01% | 0.01% | 120 | +9,202 | 53.1% | Q4 2025 | Feb 10, 2026 |
| Thoma Capital Management LLC | History | Reduced | 26,454 | 8,544 | 4.92% | 6.24% | 121 | -7,483 | -22.05% | Q4 2025 | Jan 08, 2026 |
| Erickson Financial Group, LLC | History | Reduced | 26,180 | 8,456 | 5.19% | 5.31% | 122 | -264 | -1.0% | Q4 2025 | Jan 21, 2026 |
| Sequent Asset Management, LLC | History | No change | 25,631 | 8,279 | 3.68% | 3.9% | 123 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Reduced | 25,453 | 8,222 | 4.52% | 4.46% | 124 | -113 | -0.44% | Q4 2025 | Jan 02, 2026 |
| EP Wealth Advisors, LLC | History | New | 25,332 | 8,182 | 0.04% | — | 125 | +25,332 | New | Q4 2025 | Feb 18, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 25,193 | 8,137 | 0.07% | 0.07% | 126 | +196 | 0.78% | Q4 2025 | Feb 13, 2026 |
| 360 Financial, Inc. | History | Reduced | 24,830 | 8,020 | 2.42% | 2.63% | 127 | -704 | -2.76% | Q4 2025 | Feb 13, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | New | 24,820 | 8,017 | 0.49% | — | 128 | +24,820 | New | Q4 2025 | Jan 23, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 24,432 | 7,891 | 0.09% | 0.09% | 129 | -649 | -2.59% | Q4 2025 | Jan 21, 2026 |
| WHITTIER TRUST CO | History | Reduced | 23,264 | 7,848 | 0.08% | 0.09% | 130 | -12 | -0.05% | Q4 2025 | Jan 26, 2026 |
| Savant Capital, LLC | History | Added to | 23,392 | 7,555 | 0.04% | 0.04% | 131 | +391 | 1.7% | Q4 2025 | Feb 10, 2026 |
| MidFirst Bank | History | New | 23,053 | 7,446 | 0.59% | — | 132 | +23,053 | New | Q4 2025 | Feb 25, 2026 |
| HB Wealth Management, LLC | History | Added to | 22,967 | 7,418 | 0.05% | 0.05% | 133 | +1,230 | 5.66% | Q4 2025 | Jan 28, 2026 |
| LWM ADVISORS INC | History | Added to | 22,554 | 7,285 | 6.41% | 6.39% | 134 | +339 | 1.53% | Q4 2025 | Jan 09, 2026 |
| Idaho Trust Co | History | Reduced | 22,505 | 7,269 | 2.41% | 2.44% | 135 | -141 | -0.62% | Q4 2025 | Feb 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 21,915 | 7,078 | 0.09% | 0.09% | 136 | +602 | 2.82% | Q4 2025 | Jan 29, 2026 |
| Occidental Asset Management, LLC | History | Added to | 21,858 | 7,060 | 0.85% | 0.86% | 137 | +393 | 1.83% | Q4 2025 | Jan 08, 2026 |
| MONEYWISE, INC. | History | New | 21,545 | 6,959 | 2.89% | — | 138 | +21,545 | New | Q4 2025 | Feb 05, 2026 |
| Noble Family Wealth, LLC | History | Added to | 21,468 | 6,934 | 1.46% | 1.48% | 139 | +500 | 2.38% | Q4 2025 | Jan 07, 2026 |
| Curated Wealth Partners LLC | History | New | 20,826 | 6,727 | 0.73% | — | 140 | +20,826 | New | Q4 2025 | Jan 12, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 20,760 | 6,705 | 0.08% | 0.08% | 141 | -693 | -3.23% | Q4 2025 | Feb 13, 2026 |
| XML Financial, LLC | History | Added to | 20,724 | 6,693 | 0.55% | 0.52% | 142 | +705 | 3.52% | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 20,570 | 6,644 | 0.05% | 0.05% | 143 | -710 | -3.34% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 20,335 | 6,568 | 0.02% | 0.02% | 144 | +3,936 | 24.0% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 20,224 | 6,533 | 0.02% | 0.02% | 145 | +4,347 | 27.38% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 19,617 | 6,336 | 0.02% | 0.02% | 146 | +351 | 1.82% | Q4 2025 | Feb 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 19,450 | 6,282 | 0.23% | 0.24% | 147 | -316 | -1.6% | Q4 2025 | Feb 02, 2026 |
| BOKF, NA | History | Reduced | 18,996 | 6,135 | 0.09% | 0.11% | 148 | -4,699 | -19.83% | Q4 2025 | Feb 03, 2026 |
| BAILARD, INC. | History | Added to | 18,963 | 6,125 | 0.14% | 0.13% | 149 | +75 | 0.4% | Q4 2025 | Feb 04, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 18,926 | 6,113 | 0.62% | 0.63% | 150 | -285 | -1.48% | Q4 2025 | Jan 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 18,573 | 5,999 | 0.04% | 0.05% | 151 | +1,471 | 8.6% | Q4 2025 | Feb 18, 2026 |
| &PARTNERS | History | Added to | 18,360 | 5,973 | 0.03% | 0.01% | 152 | +14,487 | 374.05% | Q4 2025 | Feb 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 18,495 | 5,973 | 0.45% | 0.51% | 153 | -689 | -3.59% | Q4 2025 | Jan 07, 2026 |
| Foundation Wealth Management, LLC | History | Reduced | 18,438 | 5,970 | 3.93% | 3.91% | 154 | -702 | -3.67% | Q4 2025 | Jan 27, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 18,260 | 5,948 | 0.01% | 0.01% | 155 | -624 | -3.3% | Q4 2025 | Feb 13, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 18,227 | 5,887 | 0.6% | 0.51% | 156 | -272 | -1.47% | Q4 2025 | Jan 20, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 18,215 | 5,883 | 0.12% | 0.11% | 157 | +1,612 | 9.71% | Q4 2025 | Feb 18, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 18,109 | 5,849 | 0.77% | 0.84% | 158 | -577 | -3.09% | Q4 2025 | Jan 14, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 17,848 | 5,765 | 0.02% | 0.02% | 159 | -3,345 | -15.78% | Q4 2025 | Feb 13, 2026 |
| InvesTrust | History | Reduced | 17,605 | 5,686 | 2.2% | 2.18% | 160 | -984 | -5.29% | Q4 2025 | Jan 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 17,522 | 5,659 | 0.07% | 0.08% | 161 | -866 | -4.71% | Q4 2025 | Feb 09, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 17,311 | 5,591 | 0.15% | 0.16% | 162 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Nicholas Investment Partners, LP | History | New | 17,261 | 5,575 | 0.41% | — | 163 | +17,261 | New | Q4 2025 | Feb 13, 2026 |
| Clearbridge Investments, LLC | History | Added to | 16,800 | 5,426 | 0.0% | 0.0% | 164 | +15,864 | 1694.87% | Q4 2025 | Feb 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 16,779 | 5,423 | 0.01% | 0.01% | 165 | +8,181 | 95.15% | Q4 2025 | Feb 13, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 16,524 | 5,337 | 1.77% | 1.82% | 166 | -453 | -2.67% | Q4 2025 | Jan 21, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 16,461 | 5,317 | 0.06% | 0.06% | 167 | +464 | 2.9% | Q4 2025 | Feb 06, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 16,282 | 5,259 | 0.0% | — | 168 | +16,282 | New | Q4 2025 | Feb 17, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 15,576 | 5,031 | 0.09% | 0.05% | 169 | +6,250 | 67.02% | Q4 2025 | Jan 13, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 15,393 | 4,972 | 0.15% | 0.15% | 170 | +414 | 2.76% | Q4 2025 | Jan 21, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 15,225 | 4,917 | 0.15% | 0.19% | 171 | -3,141 | -17.1% | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 14,772 | 4,772 | 0.16% | 0.19% | 172 | +436 | 3.04% | Q4 2025 | Feb 13, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | Added to | 14,558 | 4,702 | 3.61% | 3.68% | 173 | +236 | 1.65% | Q4 2025 | Feb 02, 2026 |
| Summit Creek Advisors LLC | History | New | 14,242 | 4,600 | 0.72% | — | 174 | +14,242 | New | Q4 2025 | Feb 06, 2026 |
| WELCH & FORBES LLC | History | Reduced | 13,980 | 4,515 | 0.05% | 0.05% | 175 | -5 | -0.04% | Q4 2025 | Feb 10, 2026 |
| LOWERY THOMAS, LLC | History | Reduced | 13,753 | 4,442 | 2.51% | 2.76% | 176 | -1,179 | -7.9% | Q4 2025 | Jan 26, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 13,658 | 4,411 | 0.08% | 0.09% | 177 | +145 | 1.07% | Q4 2025 | Feb 12, 2026 |
| Finley Financial, LLC | History | Reduced | 13,655 | 4,410 | 2.02% | 2.1% | 178 | -540 | -3.8% | Q4 2025 | Jan 21, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 13,594 | 4,390 | 0.55% | — | 179 | +13,594 | New | Q4 2025 | Jan 27, 2026 |
| Connective Capital Management, LLC | History | No change | 13,453 | 4,345 | 2.55% | 3.95% | 180 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 13,422 | 4,335 | 0.4% | 0.43% | 181 | -880 | -6.15% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Reduced | 13,383 | 4,322 | 0.01% | 0.02% | 182 | -12,660 | -48.61% | Q4 2025 | Jan 23, 2026 |
| DT Investment Partners, LLC | History | No change | 13,294 | 4,294 | 0.36% | 0.36% | 183 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 12,541 | 4,272 | 2.56% | 2.61% | 184 | +1,154 | 10.13% | Q4 2025 | Feb 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 13,033 | 4,209 | 0.05% | 0.04% | 185 | +2,125 | 19.48% | Q4 2025 | Jan 20, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | New | 12,955 | 4,184 | 4.08% | — | 187 | +12,955 | New | Q4 2025 | Mar 27, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 12,953 | 4,184 | 0.05% | 0.05% | 186 | +147 | 1.15% | Q4 2025 | Feb 05, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 12,880 | 4,160 | 1.09% | 1.25% | 188 | -169 | -1.3% | Q4 2025 | Jan 27, 2026 |
| VANCE WEALTH, LLC | History | Added to | 12,832 | 4,145 | 1.23% | 1.17% | 189 | +956 | 8.05% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 12,780 | 4,128 | 0.0% | 0.0% | 190 | +576 | 4.72% | Q4 2025 | Feb 17, 2026 |
| REGIONS FINANCIAL CORP | History | New | 12,615 | 4,074 | 0.03% | — | 191 | +12,615 | New | Q4 2025 | Jan 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 12,586 | 4,066 | 0.0% | 0.0% | 192 | +2,630 | 26.42% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 12,432 | 4,015 | 0.13% | 0.14% | 193 | -75 | -0.6% | Q4 2025 | Feb 06, 2026 |
| Prospera Financial Services Inc | History | Added to | 12,169 | 3,932 | 0.06% | 0.05% | 194 | +2,282 | 23.08% | Q4 2025 | Feb 09, 2026 |
| LGL PARTNERS, LLC | History | Added to | 12,115 | 3,913 | 1.67% | 1.65% | 195 | +27 | 0.22% | Q4 2025 | Feb 09, 2026 |
| Carnegie Investment Counsel | History | Added to | 11,869 | 3,833 | 0.07% | 0.07% | 196 | +30 | 0.25% | Q4 2025 | Jan 23, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Added to | 11,862 | 3,831 | 0.43% | 0.31% | 197 | +3,088 | 35.19% | Q4 2025 | Feb 17, 2026 |
| Bare Financial Services, Inc | History | Reduced | 11,859 | 3,830 | 1.07% | 1.15% | 198 | -211 | -1.75% | Q4 2025 | Feb 06, 2026 |
| Montecito Bank & Trust | History | Reduced | 11,798 | 3,810 | 0.61% | 0.59% | 199 | -114 | -0.96% | Q4 2025 | Jan 09, 2026 |
| Ariston Services Group | History | Reduced | 11,776 | 3,803 | 2.23% | 2.27% | 200 | -21 | -0.18% | Q4 2025 | Jan 23, 2026 |
| Echo45 Advisors LLC | History | Added to | 11,748 | 3,794 | 2.17% | 2.19% | 201 | +69 | 0.59% | Q4 2025 | Feb 06, 2026 |
| GTS SECURITIES LLC | History | Added to | 11,676 | 3,772 | 0.13% | 0.12% | 202 | +2,283 | 24.31% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 11,738 | 3,771 | 0.01% | 0.01% | 203 | +1,054 | 9.87% | Q4 2025 | Feb 10, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 11,677 | 3,771 | 0.27% | 0.28% | 204 | -1 | -0.01% | Q4 2025 | Feb 11, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 11,579 | 3,740 | 0.17% | 0.11% | 205 | +4,572 | 65.25% | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 11,480 | 3,708 | 0.01% | 0.0% | 206 | +10,380 | 943.64% | Q4 2025 | Feb 12, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 11,475 | 3,706 | 1.64% | 1.77% | 207 | -7,182 | -38.49% | Q4 2025 | Feb 12, 2026 |
| St. Louis Trust Co | History | No change | 11,467 | 3,704 | 0.42% | 0.46% | 208 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | New | 11,254 | 3,635 | 0.04% | — | 209 | +11,254 | New | Q4 2025 | Feb 02, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 11,205 | 3,619 | 0.16% | 0.17% | 210 | -532 | -4.53% | Q4 2025 | Jan 29, 2026 |
| FineMark National Bank & Trust | History | Added to | 11,121 | 3,592 | 0.11% | 0.08% | 211 | +3,427 | 44.54% | Q4 2025 | Feb 12, 2026 |
| Midwest Trust Co | History | Reduced | 11,096 | 3,584 | 0.04% | 0.05% | 212 | -301 | -2.64% | Q4 2025 | Feb 04, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 10,629 | 3,434 | 0.01% | 0.01% | 213 | -1,362 | -11.36% | Q4 2025 | Feb 11, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Reduced | 10,435 | 3,370 | 2.67% | 2.71% | 214 | -165 | -1.56% | Q4 2025 | Jan 16, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 10,415 | 3,364 | 0.25% | 0.26% | 215 | -260 | -2.44% | Q4 2025 | Feb 10, 2026 |
| Atlas Brown,Inc. | History | Added to | 10,347 | 3,342 | 0.99% | 0.98% | 216 | +2 | 0.02% | Q4 2025 | Jan 09, 2026 |
| MOODY LYNN & LIEBERSON, LLC | History | No change | 10,299 | 3,326 | 0.18% | 0.18% | 217 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 10,155 | 3,280 | 0.25% | 0.25% | 218 | -76 | -0.74% | Q4 2025 | Feb 13, 2026 |
| Midwest Professional Planners, LTD. | History | New | 10,143 | 3,276 | 0.78% | — | 219 | +10,143 | New | Q4 2025 | Feb 06, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 10,021 | 3,236 | 0.17% | 0.17% | 220 | +528 | 5.56% | Q4 2025 | Mar 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 10,005 | 3,231 | 0.08% | 0.08% | 221 | +162 | 1.65% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 9,999 | 3,229 | 0.04% | 0.04% | 222 | +50 | 0.5% | Q4 2025 | Feb 09, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 9,856 | 3,183 | 0.34% | 0.35% | 223 | -179 | -1.78% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 9,749 | 3,149 | 0.04% | 0.04% | 224 | -70 | -0.71% | Q4 2025 | Feb 02, 2026 |
| VANGUARD GROUP INC | History | Added to | 9,708 | 3,135 | 0.0% | 0.0% | 225 | +362 | 3.87% | Q4 2025 | Jan 29, 2026 |
| VestGen Advisors, LLC | History | Added to | 9,551 | 3,084 | 0.13% | 0.09% | 226 | +844 | 9.69% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 9,507 | 3,070 | 0.01% | 0.01% | 227 | +1,123 | 13.39% | Q4 2025 | Jan 30, 2026 |
| Trilogy Capital Inc. | History | Added to | 9,472 | 3,059 | 0.14% | 0.03% | 228 | +7,406 | 358.47% | Q4 2025 | Jan 22, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 9,385 | 3,031 | 0.2% | 0.22% | 229 | -458 | -4.65% | Q4 2025 | Jan 23, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 9,351 | 3,020 | 0.62% | 0.63% | 230 | -343 | -3.54% | Q4 2025 | Feb 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 9,317 | 3,009 | 0.06% | 0.02% | 231 | +6,499 | 230.62% | Q4 2025 | Feb 13, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 9,238 | 2,983 | 0.23% | 0.25% | 232 | -108 | -1.16% | Q4 2025 | Jan 08, 2026 |
| Widmann Financial Services, Inc. | History | Added to | 9,194 | 2,969 | 1.82% | 1.83% | 233 | +85 | 0.93% | Q4 2025 | Feb 18, 2026 |
| BBR PARTNERS, LLC | History | New | 9,163 | 2,959 | 0.16% | — | 234 | +9,163 | New | Q4 2025 | Feb 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 9,143 | 2,953 | 0.07% | 0.06% | 235 | +1,530 | 20.1% | Q4 2025 | Jan 28, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 9,128 | 2,948 | 0.11% | 0.1% | 236 | +341 | 3.88% | Q4 2025 | Feb 04, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 9,119 | 2,945 | 0.28% | 0.31% | 237 | -936 | -9.31% | Q4 2025 | Feb 23, 2026 |
| Callan Family Office, LLC | History | Added to | 9,117 | 2,944 | 0.06% | 0.01% | 238 | +8,394 | 1161.0% | Q4 2025 | Feb 12, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 8,984 | 2,901 | 0.1% | 0.1% | 239 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 8,964 | 2,895 | 0.06% | 0.08% | 240 | -2,655 | -22.85% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 8,888 | 2,870 | 0.05% | 0.01% | 241 | +7,793 | 711.69% | Q4 2025 | Feb 06, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 8,746 | 2,825 | 0.99% | 1.0% | 242 | -95 | -1.07% | Q4 2025 | Feb 10, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | No change | 8,484 | 2,740 | 0.43% | 0.45% | 243 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Reduced | 8,443 | 2,727 | 0.1% | 0.11% | 244 | -409 | -4.62% | Q4 2025 | Jan 21, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 8,440 | 2,726 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TICINO WEALTH | History | New | 8,423 | 2,720 | 1.01% | — | 246 | +8,423 | New | Q4 2025 | Jan 27, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 8,308 | 2,683 | 0.34% | 0.33% | 247 | -45 | -0.54% | Q4 2025 | Jan 29, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 8,240 | 2,661 | 0.14% | 0.14% | 248 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 8,054 | 2,601 | 0.03% | 0.04% | 249 | +10 | 0.12% | Q4 2025 | Jan 30, 2026 |
| Dakota Wealth Management | History | Added to | 8,043 | 2,597 | 0.05% | 0.04% | 250 | +2,054 | 34.3% | Q4 2025 | Jan 13, 2026 |
| Arax Advisory Partners | History | New | 7,983 | 2,578 | 0.08% | — | 251 | +7,983 | New | Q4 2025 | Feb 13, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 7,937 | 2,563 | 0.26% | 0.28% | 252 | -372 | -4.48% | Q4 2025 | Jan 20, 2026 |
| XTX Topco Ltd | History | Added to | 7,874 | 2,543 | 0.07% | 0.01% | 253 | +7,243 | 1147.86% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Added to | 7,864 | 2,540 | 0.03% | 0.03% | 254 | +100 | 1.29% | Q4 2025 | Jan 16, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 7,823 | 2,526 | 0.79% | 0.83% | 255 | -32 | -0.41% | Q4 2025 | Feb 10, 2026 |
| Legacy Edge Advisors, LLC | History | New | 7,788 | 2,515 | 0.28% | — | 256 | +7,788 | New | Q4 2025 | Feb 02, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 7,675 | 2,479 | 0.15% | 0.14% | 257 | -679 | -8.13% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 7,658 | 2,473 | 0.03% | 0.03% | 258 | -613 | -7.41% | Q4 2025 | Feb 11, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 7,560 | 2,441 | 0.01% | 0.03% | 259 | -28,600 | -79.09% | Q4 2025 | Feb 09, 2026 |
| WASHINGTON TRUST BANK | History | No change | 7,499 | 2,422 | 0.17% | 0.18% | 260 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 7,469 | 2,412 | 0.06% | 0.06% | 261 | +1,013 | 15.69% | Q4 2025 | Feb 17, 2026 |
| Legacy Bridge, LLC | History | Added to | 7,332 | 2,368 | 0.96% | 0.96% | 262 | +100 | 1.38% | Q4 2025 | Jan 23, 2026 |
| CHEMUNG CANAL TRUST CO | History | No change | 7,321 | 2,364 | 0.47% | 0.47% | 263 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| One Capital Management, LLC | History | Reduced | 7,292 | 2,355 | 0.07% | 0.27% | 265 | -18,847 | -72.1% | Q4 2025 | Feb 10, 2026 |
| Atria Investments, Inc | History | Added to | 7,291 | 2,355 | 0.03% | 0.02% | 264 | +3,136 | 75.48% | Q4 2025 | Feb 05, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 7,228 | 2,354 | 0.94% | 0.88% | 266 | +817 | 12.74% | Q4 2025 | Feb 06, 2026 |
| Gotham Asset Management, LLC | History | No change | 7,064 | 2,281 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 6,987 | 2,256 | 0.25% | 0.28% | 268 | -300 | -4.12% | Q4 2025 | Feb 10, 2026 |
| Index Technologies Group LLC | History | New | 6,968 | 2,250 | 2.35% | — | 269 | +6,968 | New | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 6,959 | 2,248 | 0.01% | 0.01% | 270 | +186 | 2.75% | Q4 2025 | Feb 17, 2026 |
| Visionary Wealth Advisors | History | Reduced | 6,927 | 2,237 | 0.1% | 0.11% | 271 | -164 | -2.31% | Q4 2025 | Feb 13, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 6,920 | 2,235 | 0.51% | 0.5% | 272 | +66 | 0.96% | Q4 2025 | Feb 05, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | Added to | 6,882 | 2,222 | 1.89% | 1.96% | 273 | +43 | 0.63% | Q4 2025 | Jan 26, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 6,769 | 2,186 | 0.01% | 0.01% | 274 | -659 | -8.87% | Q4 2025 | Feb 09, 2026 |
| jvl associates llc | History | No change | 6,750 | 2,180 | 0.71% | 0.71% | 275 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| World Investment Advisors | History | Added to | 6,739 | 2,176 | 0.04% | 0.04% | 277 | +1,074 | 18.96% | Q4 2025 | Mar 12, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 6,737 | 2,176 | 0.79% | 0.8% | 276 | -6 | -0.09% | Q4 2025 | Jan 26, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 6,663 | 2,152 | 0.06% | 0.06% | 278 | -32 | -0.48% | Q4 2025 | Feb 10, 2026 |
| DF DENT & CO INC | History | New | 6,534 | 2,110 | 0.03% | — | 279 | +6,534 | New | Q4 2025 | Feb 17, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Reduced | 6,088 | 2,107 | 0.02% | 0.02% | 280 | -130 | -2.09% | Q4 2025 | Jan 28, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 6,449 | 2,083 | 0.28% | — | 281 | +6,449 | New | Q4 2025 | Feb 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 6,412 | 2,071 | 0.02% | 0.02% | 282 | +496 | 8.38% | Q4 2025 | Jan 26, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 6,370 | 2,061 | 0.0% | 0.0% | 283 | -197 | -3.0% | Q4 2025 | Feb 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 6,354 | 2,052 | 0.04% | 0.04% | 284 | -128 | -1.97% | Q4 2025 | Jan 14, 2026 |
| Neuberger Berman Group LLC | History | Added to | 6,282 | 2,029 | 0.0% | 0.0% | 285 | +2,519 | 66.94% | Q4 2025 | Feb 13, 2026 |
| Somerset Group LLC | History | No change | 5,990 | 2,016 | 1.52% | 1.52% | 286 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 6,206 | 2,004 | 0.07% | 0.08% | 287 | -383 | -5.81% | Q4 2025 | Jan 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 6,200 | 2,002 | 0.0% | 0.0% | 288 | -1,500 | -19.48% | Q4 2025 | Feb 02, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 6,094 | 1,968 | 0.01% | 0.01% | 289 | +1,617 | 36.12% | Q4 2025 | Feb 17, 2026 |
| Texas Yale Capital Corp. | History | No change | 6,078 | 1,963 | 0.06% | 0.06% | 290 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 6,064 | 1,958 | 0.05% | 0.06% | 291 | -66 | -1.08% | Q4 2025 | Feb 02, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 6,057 | 1,956 | 0.01% | 0.01% | 292 | +123 | 2.07% | Q4 2025 | Feb 03, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Reduced | 6,052 | 1,954 | 1.17% | 1.46% | 293 | -1,149 | -15.96% | Q4 2025 | Feb 03, 2026 |
| Haverford Trust Co | History | No change | 5,971 | 1,928 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Reduced | 5,956 | 1,923 | 0.05% | 0.06% | 295 | -99 | -1.64% | Q4 2025 | Jan 30, 2026 |
| Elevated Capital Advisors, LLC | History | Added to | 5,891 | 1,902 | 0.44% | 0.34% | 297 | +1,559 | 35.99% | Q4 2025 | Jan 27, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 5,889 | 1,902 | 0.09% | 0.1% | 296 | -81 | -1.36% | Q4 2025 | Feb 02, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 5,882 | 1,899 | 0.02% | 0.01% | 298 | +3,228 | 121.63% | Q4 2025 | Feb 13, 2026 |
| Intrua Financial, LLC | History | New | 5,858 | 1,892 | 0.2% | — | 299 | +5,858 | New | Q4 2025 | Feb 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 5,846 | 1,888 | 0.05% | 0.11% | 300 | -7,376 | -55.79% | Q4 2025 | Jan 29, 2026 |
| McAdam, LLC | History | Reduced | 5,802 | 1,874 | 0.09% | 0.1% | 301 | -335 | -5.46% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 5,747 | 1,856 | 0.0% | 0.0% | 302 | +2,278 | 65.67% | Q4 2025 | Feb 17, 2026 |
| Kelsey Financial, LLC | History | New | 5,701 | 1,841 | 1.58% | — | 303 | +5,701 | New | Q4 2025 | Jan 23, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Reduced | 5,650 | 1,825 | 0.19% | 0.21% | 304 | -575 | -9.24% | Q4 2025 | Feb 09, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | New | 5,293 | 1,823 | 0.12% | — | 305 | +5,293 | New | Q4 2025 | Feb 13, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 5,632 | 1,819 | 0.66% | 1.01% | 306 | -2,497 | -30.72% | Q4 2025 | Jan 15, 2026 |
| Meramec Financial Planners, LLC | History | New | 5,335 | 1,811 | 0.71% | — | 307 | +5,335 | New | Q4 2025 | Feb 10, 2026 |
| Mach-1 Financial Group, LLC | History | New | 5,531 | 1,786 | 0.37% | — | 308 | +5,531 | New | Q4 2025 | Feb 06, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 5,499 | 1,776 | 0.03% | 0.04% | 309 | -1,296 | -19.07% | Q4 2025 | Feb 03, 2026 |
| Ironwood Financial, llc | History | Reduced | 5,141 | 1,771 | 0.3% | 0.33% | 310 | -651 | -11.24% | Q4 2025 | Jan 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 5,481 | 1,770 | 0.09% | 0.07% | 311 | +1,379 | 33.62% | Q4 2025 | Feb 05, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 5,464 | 1,764 | 0.39% | 0.4% | 312 | -46 | -0.83% | Q4 2025 | Feb 06, 2026 |
| DECISION INVESTMENTS, INC | History | New | 5,439 | 1,756 | 1.92% | — | 313 | +5,439 | New | Q4 2025 | Feb 17, 2026 |
| Eagle Strategies LLC | History | Added to | 5,404 | 1,745 | 0.22% | 0.23% | 314 | +10 | 0.19% | Q4 2025 | Jan 23, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 5,396 | 1,742 | 0.74% | 0.97% | 316 | +1,361 | 33.73% | Q4 2025 | Feb 13, 2026 |
| BTC Capital Management, Inc. | History | No change | 5,394 | 1,742 | 0.12% | 0.12% | 315 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 5,288 | 1,708 | 0.07% | 0.08% | 317 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Eukles Asset Management | History | Reduced | 5,271 | 1,702 | 0.66% | 0.67% | 318 | -81 | -1.51% | Q4 2025 | Feb 09, 2026 |
| Stronghold Wealth Management L.L.C. | History | New | 5,254 | 1,697 | 2.51% | — | 319 | +5,254 | New | Q4 2025 | Feb 06, 2026 |
| EQUITABLE TRUST CO | History | Added to | 5,230 | 1,689 | 0.08% | 0.08% | 320 | +61 | 1.18% | Q4 2025 | Feb 02, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 5,168 | 1,669 | 0.02% | 0.02% | 321 | -201 | -3.74% | Q4 2025 | Feb 13, 2026 |
| Risk Paradigm Group, LLC | History | New | 5,166 | 1,668 | 1.61% | — | 322 | +5,166 | New | Q4 2025 | Feb 17, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 5,152 | 1,664 | 0.09% | 0.12% | 323 | -635 | -10.97% | Q4 2025 | Jan 26, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 5,145 | 1,661 | 0.04% | 0.04% | 324 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lewis Asset Management, LLC | History | Added to | 5,136 | 1,659 | 0.68% | 0.66% | 325 | +100 | 1.99% | Q4 2025 | Jan 15, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Reduced | 5,122 | 1,654 | 0.38% | 0.41% | 326 | -185 | -3.49% | Q4 2025 | Jan 14, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 5,117 | 1,652 | 0.02% | 0.02% | 327 | -10 | -0.2% | Q4 2025 | Jan 13, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 5,097 | 1,646 | 0.12% | 0.06% | 328 | +2,781 | 120.08% | Q4 2025 | Jan 16, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 5,056 | 1,633 | 0.54% | 0.57% | 329 | -242 | -4.57% | Q4 2025 | Jan 27, 2026 |
| RPg Family Wealth Advisory, LLC | History | Reduced | 5,053 | 1,632 | 0.36% | 0.83% | 330 | -6,768 | -57.25% | Q4 2025 | Feb 13, 2026 |
| CONNABLE OFFICE INC | History | No change | 5,051 | 1,631 | 0.15% | 0.15% | 331 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 4,966 | 1,604 | 0.09% | 0.09% | 332 | -162 | -3.16% | Q4 2025 | Feb 06, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 4,886 | 1,578 | 0.06% | 0.06% | 333 | +266 | 5.76% | Q4 2025 | Feb 04, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 4,868 | 1,572 | 0.22% | 0.24% | 334 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 4,819 | 1,556 | 0.14% | 0.11% | 335 | +959 | 24.84% | Q4 2025 | Feb 12, 2026 |
| Trust Point Inc. | History | No change | 4,805 | 1,552 | 0.12% | 0.12% | 336 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 4,739 | 1,530 | 0.01% | 0.01% | 337 | -45 | -0.94% | Q4 2025 | Feb 11, 2026 |
| Pointe Capital Management LLC | History | Added to | 4,734 | 1,529 | 0.76% | 0.71% | 338 | +164 | 3.59% | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | Reduced | 4,732 | 1,528 | 0.02% | 0.02% | 339 | -177 | -3.61% | Q4 2025 | Feb 13, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 4,715 | 1,522 | 0.22% | 0.22% | 340 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MWA Asset Management | History | Reduced | 4,698 | 1,517 | 0.85% | 0.84% | 341 | -48 | -1.01% | Q4 2025 | Jan 29, 2026 |
| Tranquility Partners, LLC | History | Reduced | 4,677 | 1,510 | 0.54% | 0.51% | 342 | -42 | -0.89% | Q4 2025 | Feb 03, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 4,639 | 1,498 | 0.1% | 0.1% | 343 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 4,561 | 1,473 | 0.62% | 0.67% | 344 | -55 | -1.19% | Q4 2025 | Feb 02, 2026 |
| Naviter Wealth, LLC | History | No change | 4,560 | 1,472 | 0.19% | 0.17% | 345 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 4,549 | 1,469 | 0.0% | — | 346 | +4,549 | New | Q4 2025 | Feb 17, 2026 |
| Chicago Capital, LLC | History | Reduced | 4,478 | 1,446 | 0.04% | 0.04% | 347 | -373 | -7.69% | Q4 2025 | Jan 26, 2026 |
| Lighthouse Financial LLC | History | No change | 4,460 | 1,440 | 0.94% | 0.94% | 348 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 4,441 | 1,434 | 0.09% | 0.09% | 349 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,408 | 1,423 | 0.02% | 0.01% | 351 | +1,315 | 42.52% | Q4 2025 | Jan 23, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | No change | 4,408 | 1,423 | 0.61% | 0.68% | 350 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 4,404 | 1,422 | 0.02% | 0.02% | 352 | +5 | 0.11% | Q4 2025 | Feb 11, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | No change | 4,397 | 1,420 | 1.13% | 1.16% | 353 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 4,353 | 1,405 | 0.22% | 0.23% | 354 | +23 | 0.53% | Q4 2025 | Jan 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 4,425 | 1,397 | 0.03% | 0.03% | 355 | -178 | -3.87% | Q4 2025 | Feb 11, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Added to | 4,308 | 1,391 | 0.64% | 0.66% | 356 | +8 | 0.19% | Q4 2025 | Jan 16, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 4,287 | 1,384 | 0.02% | 0.02% | 357 | +1,054 | 32.6% | Q4 2025 | Jan 22, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 4,262 | 1,376 | 0.24% | 0.25% | 358 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Compound Planning, Inc. | History | Added to | 4,243 | 1,370 | 0.04% | 0.03% | 359 | +1,640 | 63.0% | Q4 2025 | Feb 19, 2026 |
| Integrated Advisors Network LLC | History | Added to | 4,215 | 1,361 | 0.06% | 0.05% | 360 | +126 | 3.08% | Q4 2025 | Feb 17, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 4,206 | 1,358 | 0.03% | 0.03% | 361 | -399 | -8.66% | Q4 2025 | Feb 04, 2026 |
| Krilogy Financial LLC | History | Reduced | 3,833 | 1,325 | 0.05% | 0.05% | 362 | -116 | -2.94% | Q4 2025 | Jan 27, 2026 |
| Veery Capital, LLC | History | Added to | 4,051 | 1,308 | 0.4% | 0.41% | 363 | +31 | 0.77% | Q4 2025 | Jan 27, 2026 |
| Fortitude Family Office, LLC | History | Added to | 3,995 | 1,290 | 0.3% | 0.29% | 364 | +645 | 19.25% | Q4 2025 | Jan 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 3,983 | 1,287 | 0.06% | 0.06% | 365 | +99 | 2.55% | Q4 2025 | Feb 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,976 | 1,284 | 0.02% | 0.02% | 366 | -1,124 | -22.04% | Q4 2025 | Feb 13, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 3,909 | 1,262 | 0.69% | 0.7% | 367 | -3 | -0.08% | Q4 2025 | Feb 10, 2026 |
| Independent Advisor Alliance | History | Added to | 3,862 | 1,247 | 0.03% | 0.03% | 368 | +270 | 7.52% | Q4 2025 | Feb 04, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 3,833 | 1,238 | 0.04% | 0.04% | 369 | -23 | -0.6% | Q4 2025 | Feb 13, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 3,820 | 1,233 | 0.44% | 0.42% | 370 | -144 | -3.63% | Q4 2025 | Feb 03, 2026 |
| ASPIRIANT, LLC | History | Added to | 3,766 | 1,216 | 0.03% | 0.03% | 371 | +320 | 9.29% | Q4 2025 | Jan 20, 2026 |
| NBT BANK N A /NY | History | Added to | 3,717 | 1,200 | 0.08% | 0.08% | 372 | +12 | 0.32% | Q4 2025 | Jan 23, 2026 |
| Advisory Services Network, LLC | History | Added to | 3,699 | 1,194 | 0.02% | 0.02% | 373 | +216 | 6.2% | Q4 2025 | Feb 17, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 3,614 | 1,167 | 0.44% | 0.44% | 374 | -35 | -0.96% | Q4 2025 | Feb 13, 2026 |
| Diversified Trust Co | History | No change | 3,607 | 1,165 | 0.02% | 0.02% | 375 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 3,574 | 1,154 | 0.02% | 0.03% | 376 | -150 | -4.03% | Q4 2025 | Feb 05, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 3,572 | 1,153 | 0.42% | 0.42% | 377 | +58 | 1.65% | Q4 2025 | Feb 05, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 3,392 | 1,151 | 0.03% | 0.03% | 378 | +191 | 5.97% | Q4 2025 | Feb 09, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 3,557 | 1,148 | 0.19% | 0.19% | 379 | +2 | 0.06% | Q4 2025 | Jan 07, 2026 |
| INSIGHT 2811, INC. | History | Reduced | 3,533 | 1,141 | 0.5% | 0.53% | 380 | -202 | -5.41% | Q4 2025 | Feb 03, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 3,534 | 1,141 | 0.07% | 0.08% | 381 | -77 | -2.13% | Q4 2025 | Feb 11, 2026 |
| BAYBAN | History | New | 3,531 | 1,140 | 1.01% | — | 382 | +3,531 | New | Q4 2025 | Mar 05, 2026 |
| StoneX Group Inc. | History | Added to | 3,501 | 1,138 | 0.05% | 0.05% | 383 | +10 | 0.29% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | Added to | 3,510 | 1,133 | 0.08% | 0.09% | 384 | +34 | 0.98% | Q4 2025 | Jan 29, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 3,482 | 1,127 | 0.26% | 0.27% | 385 | +26 | 0.75% | Q4 2025 | Feb 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 3,469 | 1,120 | 0.4% | 0.4% | 386 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Reduced | 3,446 | 1,113 | 1.03% | 1.13% | 387 | -135 | -3.77% | Q4 2025 | Feb 05, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 3,443 | 1,112 | 0.46% | 0.46% | 388 | -76 | -2.16% | Q4 2025 | Jan 27, 2026 |
| WESBANCO BANK INC | History | Added to | 3,412 | 1,102 | 0.03% | 0.03% | 389 | +33 | 0.98% | Q4 2025 | Feb 03, 2026 |
| Keudell/Morrison Wealth Management | History | New | 3,399 | 1,097 | 0.23% | — | 390 | +3,399 | New | Q4 2025 | Feb 06, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 3,372 | 1,089 | 0.38% | 0.39% | 391 | -20 | -0.59% | Q4 2025 | Jan 21, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 3,361 | 1,085 | 0.12% | 0.13% | 392 | +7 | 0.21% | Q4 2025 | Jan 29, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 3,354 | 1,083 | 0.15% | 0.16% | 393 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 3,348 | 1,081 | 0.36% | 0.38% | 394 | -141 | -4.04% | Q4 2025 | Jan 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,270 | 1,056 | 0.01% | 0.01% | 395 | +531 | 19.39% | Q4 2025 | Jan 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 3,265 | 1,054 | 0.04% | 0.04% | 396 | +502 | 18.17% | Q4 2025 | Feb 09, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 3,260 | 1,053 | 0.56% | 0.56% | 397 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SVB WEALTH LLC | History | Reduced | 3,257 | 1,052 | 0.06% | 0.09% | 398 | -1,960 | -37.57% | Q4 2025 | Feb 04, 2026 |
| EASTERN BANK | History | Added to | 3,223 | 1,041 | 0.02% | 0.02% | 399 | +61 | 1.93% | Q4 2025 | Jan 14, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Added to | 3,219 | 1,039 | 0.09% | 0.09% | 400 | +2 | 0.06% | Q4 2025 | Jan 30, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 3,215 | 1,038 | 0.01% | 0.02% | 401 | -547 | -14.54% | Q4 2025 | Feb 09, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 3,170 | 1,023 | 0.32% | 0.32% | 402 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 3,159 | 1,020 | 0.31% | 0.32% | 403 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 3,146 | 1,016 | 0.27% | 0.27% | 404 | -15 | -0.47% | Q4 2025 | Jan 14, 2026 |
| Allegheny Financial Group | History | Added to | 3,143 | 1,015 | 0.15% | 0.19% | 405 | +5 | 0.16% | Q4 2025 | Feb 02, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 3,132 | 1,011 | 0.09% | 0.09% | 406 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fiduciary Alliance LLC | History | Added to | 3,121 | 1,008 | 0.07% | 0.06% | 409 | +128 | 4.28% | Q4 2025 | Jan 22, 2026 |
| Cadence Bank | History | Reduced | 3,123 | 1,008 | 0.06% | 0.06% | 408 | -45 | -1.42% | Q4 2025 | Jan 30, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 3,123 | 1,008 | 0.02% | 0.02% | 407 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 3,110 | 1,004 | 0.26% | 0.33% | 410 | -561 | -15.28% | Q4 2025 | Feb 06, 2026 |
| WASATCH ADVISORS LP | History | New | 3,093 | 999 | 0.01% | — | 411 | +3,093 | New | Q4 2025 | Feb 12, 2026 |
| Brookstone Capital Management | History | Reduced | 3,095 | 999 | 0.01% | 0.02% | 413 | -1,746 | -36.07% | Q4 2025 | Jan 15, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 3,094 | 999 | 0.06% | 0.07% | 412 | +60 | 1.98% | Q4 2025 | Feb 18, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 3,076 | 993 | 0.02% | — | 414 | +3,076 | New | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | Reduced | 3,057 | 987 | 0.0% | 0.0% | 415 | -66 | -2.11% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,006 | 971 | 0.02% | 0.02% | 416 | -231 | -7.14% | Q4 2025 | Feb 11, 2026 |
| Disciplined Investments, LLC | History | Reduced | 3,008 | 971 | 0.37% | 0.39% | 417 | -25 | -0.82% | Q4 2025 | Feb 05, 2026 |
| ALESCO ADVISORS LLC | History | No change | 3,000 | 969 | 0.03% | 0.03% | 418 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Renasant Bank | History | No change | 2,997 | 968 | 0.66% | 0.61% | 419 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,985 | 964 | 0.05% | 0.05% | 420 | +177 | 6.3% | Q4 2025 | Jan 20, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,950 | 961 | 0.04% | 0.04% | 421 | +891 | 43.27% | Q4 2025 | Feb 13, 2026 |
| Copia Wealth Management | History | Added to | 2,962 | 956 | 0.68% | 0.67% | 422 | +148 | 5.26% | Q4 2025 | Feb 06, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 2,945 | 951 | 0.03% | 0.03% | 423 | -314 | -9.63% | Q4 2025 | Jan 23, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 2,945 | 951 | 0.07% | 0.08% | 424 | -294 | -9.08% | Q4 2025 | Feb 09, 2026 |
| NorthRock Partners, LLC | History | Reduced | 2,901 | 937 | 0.02% | 0.02% | 425 | -69 | -2.32% | Q4 2025 | Feb 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 2,898 | 936 | 0.02% | 0.02% | 426 | +4 | 0.14% | Q4 2025 | Jan 07, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,861 | 924 | 0.03% | 0.03% | 427 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Garde Capital, Inc. | History | Reduced | 2,858 | 923 | 0.05% | 0.04% | 428 | -17 | -0.59% | Q4 2025 | Feb 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 2,857 | 922 | 0.05% | 0.05% | 429 | -16 | -0.56% | Q4 2025 | Jan 14, 2026 |
| GW&K Investment Management, LLC | History | New | 2,844 | 919 | 0.01% | — | 430 | +2,844 | New | Q4 2025 | Feb 11, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 2,814 | 914 | 0.03% | 0.02% | 431 | +1,954 | 227.21% | Q4 2025 | Feb 13, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 2,813 | 909 | 0.03% | 0.03% | 432 | -8 | -0.28% | Q4 2025 | Feb 06, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 2,815 | 909 | 0.11% | 0.11% | 433 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Intergy Private Wealth, LLC | History | No change | 2,811 | 907 | 0.27% | 0.28% | 434 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Focus Financial Network, Inc. | History | Added to | 2,802 | 905 | 0.03% | 0.03% | 435 | +153 | 5.78% | Q4 2025 | Jan 12, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 2,779 | 897 | 0.1% | 0.11% | 436 | +175 | 6.72% | Q4 2025 | Jan 28, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 2,760 | 891 | 0.14% | 0.15% | 437 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Glenview Trust Co | History | Reduced | 2,752 | 888 | 0.01% | 0.01% | 438 | -5 | -0.18% | Q4 2025 | Feb 09, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 2,714 | 876 | 0.04% | 0.04% | 439 | +341 | 14.37% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,704 | 873 | 0.02% | 0.02% | 440 | +125 | 4.85% | Q4 2025 | Feb 09, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 2,686 | 867 | 0.03% | 0.03% | 441 | -63 | -2.29% | Q4 2025 | Feb 13, 2026 |
| MARSHALL WACE, LLP | History | New | 2,674 | 863 | 0.0% | — | 442 | +2,674 | New | Q4 2025 | Feb 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 2,656 | 857 | 0.02% | 0.02% | 443 | -42 | -1.56% | Q4 2025 | Feb 05, 2026 |
| Kovack Advisors, Inc. | History | New | 2,646 | 854 | 0.04% | — | 444 | +2,646 | New | Q4 2025 | Feb 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 2,625 | 848 | 0.02% | 0.02% | 445 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Accredited Investors Inc. | History | Reduced | 2,606 | 841 | 0.04% | 0.05% | 446 | -2 | -0.08% | Q4 2025 | Feb 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 2,584 | 834 | 0.03% | 0.02% | 447 | +800 | 44.84% | Q4 2025 | Feb 17, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 2,582 | 833 | 0.19% | — | 448 | +2,582 | New | Q4 2025 | Jan 26, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 2,581 | 833 | 0.01% | 0.02% | 449 | +7 | 0.27% | Q4 2025 | Jan 16, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Added to | 2,575 | 832 | 0.32% | 0.3% | 450 | +6 | 0.23% | Q4 2025 | Jan 30, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 2,575 | 831 | 0.35% | 0.35% | 451 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 2,544 | 821 | 0.04% | 0.04% | 452 | -56 | -2.15% | Q4 2025 | Feb 17, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 2,538 | 819 | 0.14% | — | 453 | +2,538 | New | Q4 2025 | Feb 18, 2026 |
| Bell Bank | History | Reduced | 2,533 | 818 | 0.03% | 0.04% | 454 | -177 | -6.53% | Q4 2025 | Jan 14, 2026 |
| Pacific Point Advisors, LLC | History | No change | 2,500 | 807 | 0.43% | 0.47% | 455 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Spire Wealth Management | History | Reduced | 2,484 | 802 | 0.03% | 0.04% | 456 | -1,252 | -33.51% | Q4 2025 | Jan 14, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 2,477 | 800 | 0.35% | 0.33% | 457 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 2,442 | 788 | 0.02% | 0.02% | 458 | -834 | -25.46% | Q4 2025 | Feb 03, 2026 |
| Consilium Wealth Advisory, LLC | History | No change | 2,416 | 780 | 0.29% | 0.3% | 459 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Betterment LLC | History | Reduced | 2,397 | 774 | 0.0% | 0.0% | 460 | -448 | -15.75% | Q4 2025 | Feb 12, 2026 |
| FC Advisory LLC | History | Reduced | 2,390 | 772 | 0.22% | 0.23% | 461 | -107 | -4.29% | Q4 2025 | Jan 13, 2026 |
| Newton One Investments LLC | History | Reduced | 2,380 | 768 | 0.23% | 0.23% | 463 | -88 | -3.57% | Q4 2025 | Jan 23, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 2,379 | 768 | 0.16% | 0.16% | 462 | -25 | -1.04% | Q4 2025 | Jan 27, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 2,373 | 766 | 0.05% | 0.05% | 464 | -23 | -0.96% | Q4 2025 | Jan 08, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 2,363 | 763 | 0.02% | — | 465 | +2,363 | New | Q4 2025 | Feb 17, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | New | 2,350 | 759 | 0.09% | — | 466 | +2,350 | New | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 2,350 | 759 | 0.02% | — | 467 | +2,350 | New | Q4 2025 | Jan 23, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 2,350 | 758 | 0.05% | 0.05% | 468 | +5 | 0.21% | Q4 2025 | Jan 07, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 2,332 | 753 | 0.21% | 0.24% | 469 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 2,319 | 749 | 0.62% | 0.73% | 471 | +2 | 0.09% | Q4 2025 | Feb 02, 2026 |
| Linscomb Wealth, Inc. | History | No change | 2,319 | 749 | 0.03% | 0.03% | 470 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Palisades Investment Partners, LLC | History | New | 2,308 | 745 | 0.28% | — | 472 | +2,308 | New | Q4 2025 | Jan 20, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 2,305 | 744 | 0.07% | 0.08% | 473 | -212 | -8.42% | Q4 2025 | Feb 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 2,297 | 742 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 2,295 | 741 | 0.03% | 0.03% | 476 | -137 | -5.63% | Q4 2025 | Jan 27, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 2,297 | 741 | 0.01% | 0.01% | 475 | -2 | -0.09% | Q4 2025 | Feb 12, 2026 |
| WealthPLAN Partners, LLC | History | No change | 2,297 | 741 | 0.11% | 0.11% | 477 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Legacy Trust | History | No change | 2,291 | 740 | 0.14% | 0.14% | 478 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Sepio Capital, LP | History | No change | 2,287 | 738 | 0.04% | 0.04% | 479 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | No change | 2,257 | 729 | 0.06% | 0.1% | 480 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| F/m Investments LLC | History | No change | 2,254 | 728 | 0.03% | 0.03% | 481 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 2,233 | 721 | 0.13% | 0.14% | 482 | -36 | -1.59% | Q4 2025 | Feb 05, 2026 |
| Brooklyn Investment Group | History | New | 2,195 | 720 | 0.03% | — | 483 | +2,195 | New | Q4 2025 | Feb 12, 2026 |
| Sierra Capital LLC | History | No change | 2,223 | 718 | 0.08% | 0.08% | 484 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Friday Financial | History | Added to | 2,222 | 717 | 0.25% | 0.24% | 486 | +450 | 25.4% | Q4 2025 | Jan 09, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 2,221 | 717 | 0.0% | 0.0% | 485 | -444 | -16.66% | Q4 2025 | Feb 12, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 2,217 | 716 | 0.28% | 0.32% | 487 | -31 | -1.38% | Q4 2025 | Feb 02, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Reduced | 2,216 | 715 | 0.35% | 0.37% | 488 | -200 | -8.28% | Q4 2025 | Feb 13, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 2,214 | 715 | 0.09% | 0.09% | 489 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FULTON BANK, N.A. | History | Reduced | 2,212 | 714 | 0.02% | 0.03% | 490 | -38 | -1.69% | Q4 2025 | Jan 08, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 2,200 | 710 | 0.22% | 0.23% | 491 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 2,181 | 704 | 0.58% | 0.61% | 492 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| IFP Advisors, Inc | History | Added to | 2,162 | 698 | 0.02% | 0.01% | 493 | +792 | 57.81% | Q4 2025 | Feb 06, 2026 |
| One Wealth Advisors, LLC | History | New | 2,156 | 696 | 0.09% | — | 494 | +2,156 | New | Q4 2025 | Feb 02, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 2,157 | 696 | 0.01% | 0.01% | 495 | +1,011 | 88.22% | Q4 2025 | Jan 29, 2026 |
| American Wealth Advisors, LLC | History | Reduced | 2,147 | 693 | 0.68% | 0.69% | 496 | -32 | -1.47% | Q4 2025 | Jan 26, 2026 |
| Elgethun Capital Management | History | No change | 2,075 | 670 | 0.12% | 0.12% | 497 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 2,061 | 665 | 0.11% | 0.1% | 498 | +312 | 17.84% | Q4 2025 | Jan 20, 2026 |
| Symphony Financial, Ltd. Co. | History | New | 2,039 | 663 | 0.09% | — | 499 | +2,039 | New | Q4 2025 | Feb 11, 2026 |
| HM PAYSON & CO | History | No change | 2,050 | 662 | 0.01% | 0.01% | 500 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JT Stratford LLC | History | New | 2,012 | 649 | 0.08% | — | 501 | +2,012 | New | Q4 2025 | Feb 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 1,984 | 640 | 0.01% | 0.01% | 502 | -135 | -6.37% | Q4 2025 | Jan 21, 2026 |
| Colonial Trust Co / SC | History | Reduced | 1,974 | 637 | 0.08% | 0.09% | 503 | -41 | -2.03% | Q4 2025 | Feb 12, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 1,957 | 632 | 0.22% | 0.23% | 504 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| True North Advisors, LLC | History | New | 1,954 | 631 | 0.08% | — | 505 | +1,954 | New | Q4 2025 | Jan 22, 2026 |
| Platform Technology Partners | History | No change | 1,940 | 626 | 0.13% | 0.15% | 506 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Palisade Asset Management, LLC | History | No change | 1,922 | 620 | 0.06% | 0.06% | 507 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | New | 1,910 | 616 | 0.09% | — | 508 | +1,910 | New | Q4 2025 | Feb 13, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 1,887 | 609 | 0.18% | 0.21% | 509 | -129 | -6.4% | Q4 2025 | Feb 11, 2026 |
| DRAVO BAY LLC | History | Added to | 1,883 | 608 | 0.25% | 0.26% | 511 | +10 | 0.53% | Q4 2025 | Jan 27, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,883 | 608 | 0.01% | 0.01% | 510 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Vise Technologies, Inc. | History | Added to | 1,880 | 607 | 0.01% | 0.02% | 512 | +545 | 40.82% | Q4 2025 | Feb 11, 2026 |
| Bensler, LLC | History | Reduced | 1,878 | 606 | 0.06% | 0.08% | 514 | -560 | -22.97% | Q4 2025 | Feb 04, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 1,878 | 606 | 0.06% | 0.07% | 513 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Banco BTG Pactual S.A. | History | No change | 1,850 | 597 | 0.1% | 0.09% | 515 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mason Investment Advisory Services, Inc. | History | No change | 1,849 | 597 | 0.03% | 0.03% | 516 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 1,840 | 594 | 0.24% | 0.26% | 517 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 1,718 | 591 | 0.27% | 0.27% | 518 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| IHT Wealth Management, LLC | History | Added to | 1,812 | 585 | 0.01% | 0.01% | 519 | +96 | 5.59% | Q4 2025 | Feb 17, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 1,814 | 585 | 0.03% | 0.03% | 520 | +1 | 0.06% | Q4 2025 | Jan 29, 2026 |
| BENJAMIN EDWARDS INC | History | New | 1,808 | 583 | 0.01% | — | 521 | +1,808 | New | Q4 2025 | Feb 02, 2026 |
| Resonant Capital Advisors, LLC | History | New | 1,800 | 581 | 0.03% | — | 522 | +1,800 | New | Q4 2025 | Jan 29, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 1,799 | 581 | 0.08% | 0.09% | 523 | -140 | -7.22% | Q4 2025 | Jan 23, 2026 |
| DAVENPORT & Co LLC | History | Added to | 1,790 | 578 | 0.0% | 0.0% | 525 | +369 | 25.97% | Q4 2025 | Jan 12, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 1,790 | 578 | 0.05% | 0.05% | 524 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 1,737 | 561 | 0.08% | 0.08% | 526 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Seelaus Asset Management LLC | History | No change | 1,725 | 557 | 0.44% | 0.44% | 527 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Jupiter Wealth Management LLC | History | No change | 1,683 | 557 | 0.25% | 0.25% | 528 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CASTLEARK MANAGEMENT LLC | History | Added to | 1,720 | 555 | 0.02% | 0.0% | 529 | +1,220 | 244.0% | Q4 2025 | Feb 13, 2026 |
| Allen Investment Management, LLC | History | No change | 1,720 | 555 | 0.01% | 0.01% | 530 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1,714 | 553 | 0.02% | 0.02% | 531 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| McGuire Investment Group, LLC | History | Reduced | 1,712 | 552 | 0.06% | 0.06% | 532 | -19 | -1.1% | Q4 2025 | Jan 26, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 1,694 | 547 | 0.21% | 0.22% | 534 | +4 | 0.24% | Q4 2025 | Feb 09, 2026 |
| Athena Investment Management | History | No change | 1,694 | 547 | 0.28% | 0.28% | 533 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Financial Partners Group, Inc | History | Added to | 1,624 | 546 | 0.06% | 0.06% | 535 | +3 | 0.19% | Q4 2025 | Feb 03, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 1,692 | 546 | 0.18% | 0.18% | 536 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 1,682 | 543 | 0.47% | 0.56% | 537 | -50 | -2.89% | Q4 2025 | Feb 12, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 1,677 | 541 | 0.11% | 0.11% | 538 | -4 | -0.24% | Q4 2025 | Jan 28, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,672 | 540 | 0.0% | 0.0% | 539 | -21 | -1.24% | Q4 2025 | Feb 13, 2026 |
| M3 Wealth Management, LLC | History | New | 1,661 | 536 | 0.43% | — | 542 | +1,661 | New | Q4 2025 | Feb 09, 2026 |
| Northstar Financial Companies, Inc. | History | Reduced | 1,661 | 536 | 0.43% | 0.5% | 541 | -38 | -2.24% | Q4 2025 | Feb 09, 2026 |
| Summit Wealth Partners, LLC | History | No change | 1,660 | 536 | 0.1% | 0.1% | 540 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Perfromance Wealth Partners, LLC | History | No change | 1,658 | 535 | 0.01% | 0.01% | 543 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | Reduced | 1,653 | 534 | 0.22% | 0.43% | 544 | -1,732 | -51.17% | Q4 2025 | Jan 30, 2026 |
| MLP3, LLC | History | New | 1,651 | 533 | 0.58% | — | 545 | +1,651 | New | Q4 2025 | Feb 13, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 1,647 | 532 | 0.02% | 0.02% | 546 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CHAPIN DAVIS, INC. | History | Reduced | 1,645 | 531 | 0.12% | 0.13% | 547 | -1 | -0.06% | Q4 2025 | Jan 30, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 1,638 | 529 | 0.03% | 0.03% | 548 | -38 | -2.27% | Q4 2025 | Jan 20, 2026 |
| BEARING POINT CAPITAL, LLC | History | Reduced | 1,626 | 525 | 0.08% | 0.09% | 549 | -75 | -4.41% | Q4 2025 | Feb 10, 2026 |
| Tassel Capital Management, Inc. | History | No change | 1,619 | 522 | 0.32% | 0.33% | 550 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 1,614 | 521 | 0.03% | 0.03% | 551 | +3 | 0.19% | Q4 2025 | Feb 04, 2026 |
| Investmark Advisory Group LLC | History | Added to | 1,615 | 521 | 0.22% | 0.22% | 552 | +1 | 0.06% | Q4 2025 | Jan 28, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 1,605 | 518 | 0.11% | 0.12% | 553 | -26 | -1.59% | Q4 2025 | Jan 23, 2026 |
| United Advisor Group, LLC | History | Added to | 1,602 | 517 | 0.06% | 0.04% | 554 | +747 | 87.37% | Q4 2025 | Jan 26, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 1,493 | 513 | 0.02% | 0.03% | 555 | +21 | 1.43% | Q4 2025 | Feb 03, 2026 |
| Sunbeam Capital Management, LLC | History | Reduced | 1,574 | 508 | 0.3% | 0.35% | 556 | -169 | -9.7% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 1,566 | 505 | 0.01% | 0.01% | 557 | -13 | -0.82% | Q4 2025 | Feb 03, 2026 |
| Forum Financial Management, LP | History | Reduced | 1,562 | 504 | 0.01% | 0.01% | 559 | -4 | -0.26% | Q4 2025 | Jan 27, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,562 | 504 | 0.02% | 0.02% | 558 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Bangor Savings Bank | History | No change | 1,552 | 501 | 0.04% | 0.04% | 560 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,549 | 500 | 0.04% | 0.04% | 561 | +38 | 2.51% | Q4 2025 | Jan 26, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 1,543 | 498 | 0.04% | 0.04% | 562 | -12 | -0.77% | Q4 2025 | Feb 09, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 1,537 | 496 | 0.13% | 0.13% | 563 | +69 | 4.7% | Q4 2025 | Jan 14, 2026 |
| Csenge Advisory Group | History | Added to | 1,530 | 494 | 0.02% | 0.02% | 564 | +309 | 25.31% | Q4 2025 | Feb 06, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 1,521 | 491 | 0.21% | 0.2% | 565 | +14 | 0.93% | Q4 2025 | Jan 22, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 1,508 | 487 | 0.18% | 0.19% | 566 | -20 | -1.31% | Q4 2025 | Jan 13, 2026 |
| Optiver Holding B.V. | History | New | 1,503 | 485 | 0.0% | — | 567 | +1,503 | New | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 1,499 | 484 | 0.01% | 0.01% | 568 | -494 | -24.79% | Q4 2025 | Feb 03, 2026 |
| Sage Capital Management, LLC | History | Added to | 1,492 | 482 | 0.22% | 0.21% | 569 | +1 | 0.07% | Q4 2025 | Jan 15, 2026 |
| LS Investment Advisors, LLC | History | Added to | 1,483 | 479 | 0.07% | 0.07% | 570 | +8 | 0.54% | Q4 2025 | Jan 26, 2026 |
| KLCM Advisors, Inc. | History | New | 1,476 | 476 | 0.04% | — | 571 | +1,476 | New | Q4 2025 | Feb 04, 2026 |
| Coastwise Capital Group, LLC | History | Added to | 1,476 | 476 | 0.24% | 0.33% | 572 | +2 | 0.14% | Q4 2025 | Feb 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 1,462 | 472 | 0.01% | 0.01% | 573 | -56 | -3.69% | Q4 2025 | Feb 12, 2026 |
| OPAL CAPITAL LLC | History | New | 1,767 | 471 | 0.12% | — | 574 | +1,767 | New | Q4 2025 | Feb 17, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 1,457 | 470 | 0.34% | 0.36% | 575 | +4 | 0.28% | Q4 2025 | Jan 12, 2026 |
| Oakworth Capital, Inc. | History | Added to | 1,453 | 469 | 0.03% | 0.01% | 576 | +976 | 204.61% | Q4 2025 | Jan 30, 2026 |
| Triumph Capital Management | History | Added to | 1,452 | 469 | 0.1% | 0.1% | 577 | +308 | 26.92% | Q4 2025 | Feb 12, 2026 |
| Destination Wealth Management | History | Added to | 1,451 | 468 | 0.01% | 0.01% | 578 | +412 | 39.65% | Q4 2025 | Feb 13, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 1,446 | 467 | 0.03% | 0.03% | 579 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 1,444 | 466 | 0.02% | 0.01% | 580 | +841 | 139.47% | Q4 2025 | Feb 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,438 | 464 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bridge City Capital, LLC | History | Added to | 1,434 | 463 | 0.14% | 0.08% | 582 | +445 | 44.99% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 1,431 | 462 | 0.01% | 0.01% | 583 | +45 | 3.25% | Q4 2025 | Jan 26, 2026 |
| Savvy Advisors, Inc. | History | Added to | 1,426 | 460 | 0.01% | 0.01% | 584 | +452 | 46.41% | Q4 2025 | Jan 20, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Added to | 1,403 | 453 | 0.1% | 0.09% | 585 | +130 | 10.21% | Q4 2025 | Feb 13, 2026 |
| PIER 88 INVESTMENT PARTNERS LLC | History | Added to | 1,400 | 452 | 0.1% | 0.07% | 586 | +200 | 16.67% | Q4 2025 | Feb 04, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 1,396 | 450 | 0.01% | 0.01% | 587 | +19 | 1.38% | Q4 2025 | Jan 30, 2026 |
| American Trust | History | Reduced | 1,390 | 448 | 0.04% | 0.09% | 591 | -2,098 | -60.15% | Q4 2025 | Feb 17, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 1,388 | 448 | 0.01% | 0.02% | 588 | -35 | -2.46% | Q4 2025 | Feb 17, 2026 |
| Key FInancial Inc | History | No change | 1,389 | 448 | 0.08% | 0.08% | 589 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Eagle Bay Advisors LLC | History | No change | 1,388 | 448 | 0.33% | 0.35% | 590 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Empirical Asset Management, LLC | History | No change | 1,385 | 447 | 0.13% | 0.12% | 592 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 1,284 | 445 | 0.01% | 0.01% | 593 | +420 | 48.61% | Q4 2025 | Jan 28, 2026 |
| Moors & Cabot, Inc. | History | Added to | 1,372 | 443 | 0.02% | 0.02% | 595 | +58 | 4.41% | Q4 2025 | Feb 10, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 1,372 | 443 | 0.05% | 0.05% | 594 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SCS Capital Management LLC | History | Reduced | 1,362 | 440 | 0.0% | 0.01% | 596 | -502 | -26.93% | Q4 2025 | Feb 10, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 1,362 | 439 | 0.15% | 0.15% | 597 | -58 | -4.08% | Q4 2025 | Jan 07, 2026 |
| Pegasus Asset Management, Inc. | History | No change | 1,357 | 438 | 0.13% | 0.14% | 598 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| EVOKE WEALTH, LLC | History | No change | 1,341 | 433 | 0.01% | 0.01% | 599 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Citizens National Bank Trust Department | History | No change | 1,340 | 432 | 0.07% | 0.08% | 600 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 1,334 | 430 | 0.01% | 0.01% | 601 | -7 | -0.52% | Q4 2025 | Jan 07, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 1,331 | 429 | 0.02% | 0.02% | 602 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| S&CO INC | History | No change | 1,329 | 429 | 0.03% | 0.03% | 603 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 1,331 | 429 | 0.01% | 0.01% | 604 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 1,328 | 428 | 0.27% | 0.27% | 605 | +3 | 0.23% | Q4 2025 | Feb 06, 2026 |
| Livet Wealth, LLC | History | New | 1,316 | 425 | 0.26% | — | 606 | +1,316 | New | Q4 2025 | Feb 13, 2026 |
| KKM Financial LLC | History | Added to | 1,314 | 424 | 0.08% | 0.13% | 608 | +18 | 1.39% | Q4 2025 | Feb 18, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 1,314 | 424 | 0.0% | 0.0% | 607 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Alpine Bank Wealth Management | History | No change | 1,310 | 423 | 0.06% | 0.06% | 609 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 1,307 | 422 | 0.03% | 0.03% | 610 | -6 | -0.46% | Q4 2025 | Jan 27, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 1,304 | 421 | 0.03% | 0.03% | 611 | -34 | -2.54% | Q4 2025 | Feb 17, 2026 |
| William Allan Corp | History | New | 1,299 | 419 | 0.24% | — | 613 | +1,299 | New | Q4 2025 | Feb 12, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | No change | 1,298 | 419 | 0.03% | 0.03% | 612 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 1,300 | 419 | 0.06% | 0.07% | 614 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 1,296 | 418 | 0.28% | 0.35% | 616 | -276 | -17.56% | Q4 2025 | Jan 22, 2026 |
| Selective Wealth Management, Inc. | History | No change | 1,202 | 418 | 0.13% | 0.13% | 615 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Stratos Investment Management, LLC | History | Added to | 1,292 | 417 | 0.02% | 0.02% | 617 | +2 | 0.16% | Q4 2025 | Jan 20, 2026 |
| Klingman & Associates, LLC | History | Added to | 1,280 | 413 | 0.02% | 0.01% | 618 | +378 | 41.91% | Q4 2025 | Jan 29, 2026 |
| CROBAN | History | Reduced | 1,278 | 412 | 0.2% | 0.29% | 619 | -83 | -6.1% | Q4 2025 | Feb 13, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | Added to | 1,267 | 409 | 0.02% | 0.02% | 620 | +35 | 2.84% | Q4 2025 | Jan 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,261 | 407 | 0.01% | 0.01% | 621 | +18 | 1.45% | Q4 2025 | Feb 12, 2026 |
| Oder Investment Management, LLC | History | No change | 1,260 | 406 | 0.29% | 0.29% | 622 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Paladin Advisory Group, LLC | History | No change | 1,259 | 406 | 0.3% | 0.31% | 623 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Financial Guidance Group, Inc. | History | No change | 1,260 | 406 | 0.17% | 0.18% | 624 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,253 | 404 | 0.0% | 0.0% | 625 | +25 | 2.04% | Q4 2025 | Feb 17, 2026 |
| Dentgroup LLC | History | Reduced | 1,249 | 403 | 0.28% | 0.26% | 627 | -5 | -0.4% | Q4 2025 | Jan 28, 2026 |
| Nelson Capital Management, LLC | History | No change | 1,250 | 403 | 0.05% | 0.05% | 626 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ascent Group, LLC | History | Added to | 1,242 | 401 | 0.01% | 0.01% | 628 | +2 | 0.16% | Q4 2025 | Jan 20, 2026 |
| Summa Corp. | History | No change | 1,243 | 401 | 0.17% | 0.17% | 629 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 1,238 | 399 | 0.1% | 0.1% | 630 | +66 | 5.63% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,235 | 398 | 0.04% | 0.05% | 631 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| First Western Trust Bank | History | No change | 1,230 | 397 | 0.02% | 0.02% | 632 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 1,222 | 394 | 0.05% | 0.05% | 633 | +3 | 0.25% | Q4 2025 | Feb 10, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 1,218 | 393 | 0.01% | 0.01% | 634 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| INVESTED ADVISORS | History | New | 1,215 | 392 | 0.41% | — | 635 | +1,215 | New | Q4 2025 | Jan 26, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 1,201 | 388 | 0.04% | 0.05% | 636 | -62 | -4.91% | Q4 2025 | Jan 22, 2026 |
| Keystone Wealth Services, LLC | History | No change | 1,197 | 386 | 0.08% | 0.08% | 637 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Financial Sense Advisors, Inc. | History | Added to | 1,190 | 384 | 0.07% | 0.06% | 638 | +77 | 6.92% | Q4 2025 | Feb 13, 2026 |
| 1492 Capital Management LLC | History | New | 1,186 | 383 | 0.15% | — | 639 | +1,186 | New | Q4 2025 | Feb 10, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 1,175 | 379 | 0.12% | 0.14% | 640 | +16 | 1.38% | Q4 2025 | Feb 03, 2026 |
| Caprock Group, LLC | History | No change | 1,173 | 378 | 0.01% | 0.01% | 641 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Allodium Investment Consultants, LLC | History | No change | 1,172 | 378 | 0.19% | 0.21% | 642 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 1,170 | 377 | 0.0% | 7.96% | 643 | -4,190 | -78.17% | Q4 2025 | Feb 17, 2026 |
| Trivium Point Advisory, LLC | History | No change | 1,164 | 376 | 0.04% | 0.04% | 644 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BCI SECURITIES, INC. | History | New | 1,164 | 375 | 3.24% | — | 645 | +1,164 | New | Q4 2025 | Feb 17, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 1,162 | 375 | 0.02% | 0.03% | 646 | -200 | -14.68% | Q4 2025 | Feb 13, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 1,153 | 372 | 0.04% | 0.04% | 647 | +1 | 0.09% | Q4 2025 | Feb 13, 2026 |
| Falcon Wealth Planning | History | Reduced | 1,150 | 371 | 0.03% | 0.03% | 648 | -25 | -2.13% | Q4 2025 | Feb 03, 2026 |
| Smith Salley Wealth Management | History | Added to | 1,144 | 369 | 0.02% | 0.02% | 649 | +40 | 3.62% | Q4 2025 | Jan 27, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 1,144 | 369 | 0.08% | 0.09% | 651 | +39 | 3.53% | Q4 2025 | Feb 02, 2026 |
| CERTUITY, LLC | History | No change | 1,143 | 369 | 0.02% | 0.03% | 650 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Independence Bank of Kentucky | History | Added to | 1,137 | 367 | 0.05% | 0.04% | 652 | +100 | 9.64% | Q4 2025 | Jan 20, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 1,138 | 367 | 0.09% | 0.1% | 653 | -100 | -8.08% | Q4 2025 | Jan 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 1,129 | 365 | 0.01% | 0.01% | 654 | +176 | 18.47% | Q4 2025 | Feb 12, 2026 |
| Granahan Investment Management, LLC | History | New | 1,126 | 363 | 0.02% | — | 655 | +1,126 | New | Q4 2025 | Feb 17, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 1,125 | 363 | 0.02% | 0.02% | 656 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 1,123 | 362 | 0.08% | 0.08% | 658 | +1 | 0.09% | Q4 2025 | Jan 26, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 1,067 | 362 | 0.05% | 0.06% | 657 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 1,118 | 361 | 0.05% | 0.05% | 659 | -2 | -0.18% | Q4 2025 | Jan 23, 2026 |
| Leisure Capital Management | History | New | 1,111 | 358 | 0.12% | — | 660 | +1,111 | New | Q4 2025 | Jan 27, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | New | 1,100 | 355 | 0.0% | — | 661 | +1,100 | New | Q4 2025 | Feb 09, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 1,096 | 354 | 0.03% | 0.03% | 662 | -37 | -3.27% | Q4 2025 | Jan 23, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 1,093 | 353 | 0.03% | 0.03% | 663 | +151 | 16.03% | Q4 2025 | Feb 06, 2026 |
| SlateStone Wealth, LLC | History | Added to | 1,088 | 351 | 0.03% | 0.03% | 664 | +61 | 5.94% | Q4 2025 | Feb 11, 2026 |
| Argentarii, LLC | History | Added to | 1,087 | 351 | 0.11% | 0.14% | 665 | +9 | 0.83% | Q4 2025 | Jan 13, 2026 |
| Mascagni Wealth Management, Inc. | History | No change | 1,085 | 350 | 0.26% | 0.27% | 666 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Avior Wealth Management, LLC | History | Added to | 1,078 | 348 | 0.01% | 0.01% | 667 | +18 | 1.7% | Q4 2025 | Jan 06, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 1,078 | 348 | 0.04% | 0.04% | 668 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 1,076 | 347 | 0.02% | 0.02% | 669 | -40 | -3.58% | Q4 2025 | Jan 21, 2026 |
| Kaizen Financial Strategies | History | Reduced | 1,075 | 347 | 0.15% | 0.16% | 670 | -25 | -2.27% | Q4 2025 | Jan 21, 2026 |
| High Falls Advisors, Inc | History | Reduced | 1,071 | 346 | 0.07% | 0.11% | 671 | -595 | -35.71% | Q4 2025 | Feb 18, 2026 |
| Laurel Wealth Advisors LLC | History | Reduced | 1,063 | 343 | 0.05% | 0.05% | 672 | -135 | -11.27% | Q4 2025 | Jan 30, 2026 |
| TRUST CO OF VERMONT | History | Added to | 1,058 | 341 | 0.01% | 0.01% | 673 | +70 | 7.09% | Q4 2025 | Jan 16, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 1,057 | 341 | 0.04% | 0.04% | 674 | +2 | 0.19% | Q4 2025 | Feb 13, 2026 |
| EPIQ PARTNERS, LLC | History | No change | 1,053 | 340 | 0.16% | 0.16% | 675 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 1,039 | 338 | 0.0% | 0.0% | 677 | +212 | 25.63% | Q4 2025 | Feb 05, 2026 |
| Advance Capital Management, Inc. | History | No change | 1,049 | 338 | 0.01% | 0.01% | 676 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| McLaughlin Asset Management, Inc. | History | New | 1,045 | 337 | 0.3% | — | 680 | +1,045 | New | Q4 2025 | Feb 20, 2026 |
| Ethos Financial Group, LLC | History | Added to | 1,045 | 337 | 0.02% | 0.03% | 678 | +1 | 0.1% | Q4 2025 | Jan 20, 2026 |
| Embree Financial Group | History | Added to | 1,044 | 337 | 0.04% | 0.04% | 679 | +1 | 0.1% | Q4 2025 | Jan 14, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,041 | 336 | 0.0% | 0.0% | 681 | -50 | -4.58% | Q4 2025 | Feb 05, 2026 |
| GREENLEAF TRUST | History | Added to | 1,039 | 335 | 0.0% | 0.0% | 682 | +52 | 5.27% | Q4 2025 | Jan 21, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 1,038 | 335 | 0.09% | 0.09% | 683 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Magnus Financial Group LLC | History | Added to | 1,036 | 334 | 0.03% | 0.02% | 684 | +334 | 47.58% | Q4 2025 | Jan 07, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 1,032 | 333 | 0.01% | 0.0% | 686 | +29 | 2.89% | Q4 2025 | Feb 17, 2026 |
| Madison Asset Management, LLC | History | No change | 1,032 | 333 | 0.0% | 0.0% | 685 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 1,030 | 332 | 0.01% | 0.01% | 687 | -27 | -2.55% | Q4 2025 | Jan 12, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 1,025 | 331 | 0.01% | 0.01% | 689 | -338 | -24.8% | Q4 2025 | Jan 30, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | No change | 1,026 | 331 | 0.08% | 0.08% | 688 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Osbon Capital Management LLC | History | New | 1,023 | 330 | 0.31% | — | 690 | +1,023 | New | Q4 2025 | Mar 16, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 1,019 | 329 | 0.01% | 0.01% | 691 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 1,008 | 329 | 0.08% | 0.08% | 692 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Marble Wealth, LLC | History | New | 1,016 | 328 | 0.05% | — | 693 | +1,016 | New | Q4 2025 | Feb 10, 2026 |
| ADIRONDACK TRUST CO | History | No change | 1,013 | 327 | 0.11% | 0.11% | 694 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 1,007 | 325 | 0.0% | — | 696 | +1,007 | New | Q4 2025 | Feb 02, 2026 |
| Holland Advisory Services, Inc. | History | Added to | 1,007 | 325 | 0.44% | 0.44% | 695 | +2 | 0.2% | Q4 2025 | Jan 12, 2026 |
| Cladis Investment Advisory, LLC | History | Added to | 1,000 | 323 | 0.18% | 0.16% | 699 | +100 | 11.11% | Q4 2025 | Feb 13, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | No change | 1,000 | 323 | 0.01% | 0.01% | 697 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Westover Capital Advisors, LLC | History | No change | 1,000 | 323 | 0.06% | 0.06% | 698 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 992 | 320 | 0.01% | 0.0% | 700 | +979 | 7530.77% | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 993 | 320 | 0.02% | 0.02% | 702 | +176 | 21.54% | Q4 2025 | Feb 03, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 993 | 320 | 0.03% | 0.03% | 701 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 985 | 318 | 0.03% | 0.03% | 703 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 978 | 316 | 0.01% | 0.01% | 705 | -72 | -6.86% | Q4 2025 | Feb 13, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 979 | 316 | 0.13% | 0.13% | 706 | -46 | -4.49% | Q4 2025 | Jan 15, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 979 | 316 | 0.01% | 0.01% | 704 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NWAM LLC | History | Reduced | 926 | 314 | 0.02% | 0.02% | 707 | -62 | -6.28% | Q4 2025 | Feb 04, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 972 | 314 | 0.0% | 0.0% | 708 | -18 | -1.82% | Q4 2025 | Feb 10, 2026 |
| Bank OZK | History | No change | 970 | 313 | 0.11% | 0.11% | 709 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Reduced | 966 | 312 | 0.01% | 0.01% | 710 | -307 | -24.12% | Q4 2025 | Feb 02, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 967 | 312 | 0.09% | 0.1% | 711 | -47 | -4.64% | Q4 2025 | Jan 12, 2026 |
| SPINNAKER TRUST | History | No change | 965 | 311 | 0.02% | 0.02% | 712 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Leo Wealth, LLC | History | Added to | 960 | 310 | 0.02% | 0.03% | 714 | +234 | 32.23% | Q4 2025 | Jan 21, 2026 |
| L & S Advisors Inc | History | No change | 960 | 310 | 0.03% | 0.03% | 713 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 951 | 307 | 0.27% | — | 716 | +951 | New | Q4 2025 | Feb 04, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 951 | 307 | 0.0% | 0.01% | 715 | -609 | -39.04% | Q4 2025 | Feb 17, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 945 | 305 | 0.02% | 0.02% | 717 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 939 | 303 | 0.0% | 0.0% | 718 | +526 | 127.36% | Q4 2025 | Feb 13, 2026 |
| Aprio Wealth Management, LLC | History | No change | 941 | 303 | 0.02% | 0.03% | 719 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 936 | 302 | 0.0% | 0.0% | 720 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 934 | 301 | 0.03% | 0.03% | 721 | -19 | -1.99% | Q4 2025 | Jan 27, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 929 | 300 | 0.07% | 0.07% | 722 | -19 | -2.0% | Q4 2025 | Jan 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 926 | 299 | 0.01% | 0.02% | 723 | -401 | -30.22% | Q4 2025 | Jan 12, 2026 |
| Greenspring Advisors, LLC | History | New | 924 | 298 | 0.02% | — | 725 | +924 | New | Q4 2025 | Feb 10, 2026 |
| Cannell & Spears LLC | History | No change | 923 | 298 | 0.01% | 0.01% | 724 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 916 | 295 | 0.0% | 0.0% | 726 | +12 | 1.33% | Q4 2025 | Jan 13, 2026 |
| CGN Advisors LLC | History | Reduced | 905 | 292 | 0.02% | 0.02% | 727 | -14 | -1.52% | Q4 2025 | Jan 05, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Reduced | 902 | 291 | 0.16% | 0.17% | 728 | -16 | -1.74% | Q4 2025 | Feb 12, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 900 | 290 | 0.04% | 0.03% | 730 | +176 | 24.31% | Q4 2025 | Feb 13, 2026 |
| BAXTER BROS INC | History | No change | 900 | 290 | 0.03% | 0.03% | 729 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 896 | 289 | 0.05% | 0.0% | 731 | +15 | 1.7% | Q4 2025 | Mar 04, 2026 |
| Red Tortoise LLC | History | No change | 892 | 288 | 0.12% | 0.12% | 732 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | No change | 890 | 287 | 0.03% | 0.03% | 733 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 883 | 285 | 0.0% | 0.0% | 734 | -12 | -1.34% | Q4 2025 | Feb 17, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 885 | 285 | 0.02% | 0.02% | 736 | +1 | 0.11% | Q4 2025 | Feb 04, 2026 |
| Clarius Group, LLC | History | No change | 884 | 285 | 0.02% | 0.02% | 735 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 880 | 284 | 0.01% | 0.01% | 737 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 873 | 282 | 0.07% | 0.11% | 739 | -400 | -31.42% | Q4 2025 | Jan 23, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 874 | 282 | 0.02% | 0.02% | 738 | +1 | 0.11% | Q4 2025 | Feb 11, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | New | 871 | 281 | 0.08% | — | 742 | +871 | New | Q4 2025 | Jan 20, 2026 |
| WBH ADVISORY INC | History | No change | 871 | 281 | 0.02% | 0.02% | 740 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Radnor Capital Management, LLC | History | No change | 870 | 281 | 0.04% | 0.04% | 741 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rossmore Private Capital | History | Added to | 864 | 279 | 0.02% | 0.01% | 743 | +634 | 275.65% | Q4 2025 | Feb 05, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 865 | 279 | 0.1% | 0.1% | 744 | +41 | 4.98% | Q4 2025 | Jan 27, 2026 |
| Legacy Advisors, LLC | History | Added to | 857 | 276 | 0.03% | 0.03% | 746 | +130 | 17.88% | Q4 2025 | Jan 27, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 855 | 276 | 0.01% | 0.01% | 745 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Gryphon Financial Partners LLC | History | No change | 853 | 275 | 0.03% | 0.03% | 747 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 849 | 274 | 0.11% | 0.24% | 748 | -1,036 | -54.96% | Q4 2025 | Feb 04, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 850 | 274 | 0.1% | — | 750 | +850 | New | Q4 2025 | Mar 26, 2026 |
| Sunpointe, LLC | History | No change | 850 | 274 | 0.09% | 0.1% | 749 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FIRST NATIONAL TRUST CO | History | New | 846 | 273 | 0.01% | — | 751 | +846 | New | Q4 2025 | Feb 09, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 795 | 273 | 0.04% | 0.04% | 752 | +65 | 8.9% | Q4 2025 | Feb 02, 2026 |
| Proactive Wealth Strategies LLC | History | Reduced | 836 | 270 | 0.11% | 0.12% | 753 | -9 | -1.07% | Q4 2025 | Feb 05, 2026 |
| Polaris Investment Advisors, LLC | History | New | 833 | 269 | 0.19% | — | 755 | +833 | New | Q4 2025 | Jan 15, 2026 |
| Diversified Enterprises, LLC | History | Added to | 835 | 269 | 0.02% | 0.02% | 754 | +109 | 15.01% | Q4 2025 | Jan 28, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 831 | 268 | 0.02% | 0.02% | 756 | +3 | 0.36% | Q4 2025 | Jan 23, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 826 | 267 | 0.09% | 0.1% | 758 | +2 | 0.24% | Q4 2025 | Jan 21, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 829 | 267 | 0.06% | 0.06% | 757 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 822 | 265 | 0.01% | — | 760 | +822 | New | Q4 2025 | Jan 28, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 822 | 265 | 0.02% | 0.02% | 759 | +1 | 0.12% | Q4 2025 | Feb 13, 2026 |
| E&G Advisors, LP | History | New | 820 | 264 | 0.06% | — | 761 | +820 | New | Q4 2025 | Jan 23, 2026 |
| Navigation Wealth Management, Inc. | History | Reduced | 820 | 264 | 0.39% | 0.39% | 762 | -7 | -0.85% | Q4 2025 | Jan 29, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 814 | 262 | 0.01% | 0.01% | 763 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| William Howard & Co Financial Advisors Inc | History | No change | 814 | 262 | 0.22% | 0.22% | 764 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TFB Advisors LLC | History | Reduced | 811 | 261 | 0.07% | 0.08% | 765 | -23 | -2.76% | Q4 2025 | Feb 13, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 805 | 260 | 0.02% | 0.02% | 766 | -400 | -33.2% | Q4 2025 | Feb 03, 2026 |
| Salus Financial Advisors, LLC | History | Added to | 804 | 259 | 0.16% | 0.15% | 768 | +45 | 5.93% | Q4 2025 | Jan 21, 2026 |
| Florida Trust Wealth Management Co | History | No change | 804 | 259 | 0.01% | 0.01% | 767 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Breachway Investments LLC | History | New | 799 | 258 | 0.27% | — | 772 | +799 | New | Q4 2025 | Jan 27, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 800 | 258 | 0.0% | 0.0% | 770 | -45 | -5.33% | Q4 2025 | Feb 09, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 800 | 258 | 0.0% | 0.0% | 769 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 800 | 258 | 0.01% | 0.01% | 771 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 796 | 257 | 0.02% | 0.02% | 773 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 793 | 256 | 0.0% | 0.0% | 775 | +75 | 10.45% | Q4 2025 | Feb 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 794 | 256 | 0.01% | 0.01% | 774 | -7 | -0.87% | Q4 2025 | Feb 09, 2026 |
| Western Wealth Management, LLC | History | New | 792 | 255 | 0.01% | — | 777 | +792 | New | Q4 2025 | Feb 05, 2026 |
| Aviance Capital Partners, LLC | History | No change | 790 | 255 | 0.03% | 0.03% | 776 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HFG Advisors, Inc. | History | No change | 784 | 253 | 0.18% | 0.18% | 778 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 781 | 252 | 0.0% | 0.0% | 779 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VIAWEALTH, LLC | History | Reduced | 778 | 251 | 0.14% | 0.16% | 781 | -148 | -15.98% | Q4 2025 | Feb 10, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 780 | 251 | 0.01% | 0.02% | 780 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 776 | 250 | 0.02% | 0.03% | 782 | -145 | -15.74% | Q4 2025 | Feb 09, 2026 |
| Trust Co of the South | History | No change | 775 | 250 | 0.04% | 0.04% | 783 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Gray Private Wealth, LLC | History | New | 773 | 249 | 0.12% | — | 784 | +773 | New | Q4 2025 | Feb 04, 2026 |
| Elm Partners Management LLC | History | Reduced | 768 | 248 | 0.01% | 0.03% | 785 | -970 | -55.81% | Q4 2025 | Feb 10, 2026 |
| SAGE FINANCIAL GROUP INC | History | New | 763 | 246 | 0.02% | — | 786 | +763 | New | Q4 2025 | Jan 27, 2026 |
| Intelligence Driven Advisers, LLC | History | Added to | 764 | 246 | 0.04% | 0.03% | 787 | +1 | 0.13% | Q4 2025 | Jan 23, 2026 |
| First Light Asset Management, LLC | History | New | 760 | 245 | 0.02% | — | 788 | +760 | New | Q4 2025 | Feb 17, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 760 | 245 | 0.02% | 0.02% | 789 | -12 | -1.55% | Q4 2025 | Jan 29, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 754 | 243 | 0.01% | 0.0% | 790 | +480 | 175.18% | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 751 | 242 | 0.01% | 0.01% | 791 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 744 | 240 | 0.06% | 0.07% | 792 | -55 | -6.88% | Q4 2025 | Jan 02, 2026 |
| New England Professional Planning Group Inc. | History | New | 743 | 239 | 0.1% | — | 793 | +743 | New | Q4 2025 | Jan 14, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 740 | 238 | 0.02% | 0.02% | 794 | +61 | 8.98% | Q4 2025 | Jan 23, 2026 |
| Rothschild Capital Partners, LLC | History | New | 735 | 237 | 0.06% | — | 795 | +735 | New | Q4 2025 | Feb 17, 2026 |
| Clear Retirement Advice LLC | History | New | 710 | 235 | 0.18% | — | 797 | +710 | New | Q4 2025 | Feb 24, 2026 |
| Smithfield Trust Co | History | Reduced | 721 | 235 | 0.01% | 0.01% | 796 | -129 | -15.18% | Q4 2025 | Feb 09, 2026 |
| Wealth Architects, LLC | History | No change | 726 | 234 | 0.02% | 0.02% | 798 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sovran Advisors, LLC | History | No change | 674 | 234 | 0.02% | 0.02% | 799 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 723 | 233 | 0.06% | 0.07% | 800 | +18 | 2.55% | Q4 2025 | Feb 10, 2026 |