VANGUARD SCOTTSDALE FUNDS - VCSH
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 8 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 | 71,249,778 | 5,680,744 | 0.41% | 0.38% | 1 | +2,051,450 | 2.96% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 19,425,956 | 1,548,831 | 0.09% | 0.09% | 2 | +260,009 | 1.36% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL PLC | History | Added to | 13,488,580 | 1,075,444 | 8.53% | 7.3% | 3 | +1,063,112 | 8.56% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,916,463 | 551,449 | 0.16% | 0.15% | 4 | +186,129 | 2.77% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,313,608 | 503,383 | 0.09% | 0.1% | 5 | -27,982 | -0.44% | Q4 2025 | Feb 13, 2026 |
| NEPC LLC | History | Added to | 5,763,304 | 459,508 | 9.79% | 10.54% | 6 | +752,893 | 15.03% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 5,363,895 | 427,663 | 0.07% | 0.07% | 7 | +67,797 | 1.28% | Q4 2025 | Jan 29, 2026 |
| BARINGS LLC | History | No change | 5,108,527 | 407,302 | 7.51% | 7.77% | 8 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,085,942 | 405,501 | 0.07% | — | 9 | +5,085,942 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,792,674 | 302,389 | 0.09% | 0.09% | 10 | +150,319 | 4.13% | Q4 2025 | Feb 18, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,449,814 | 275,053 | 1.53% | 1.61% | 11 | +137,383 | 4.15% | Q4 2025 | Feb 03, 2026 |
| LPL Financial LLC | History | Added to | 3,412,035 | 272,041 | 0.07% | 0.08% | 12 | +66,477 | 1.99% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 3,285,589 | 261,960 | 0.03% | 0.03% | 13 | +190,432 | 6.15% | Q4 2025 | Mar 25, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 3,217,558 | 256,535 | 0.21% | — | 14 | +3,217,558 | New | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 2,972,914 | 237,030 | 0.45% | 0.45% | 15 | +18,146 | 0.61% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,936,182 | 234,101 | 0.04% | 0.04% | 16 | +154,430 | 5.55% | Q4 2025 | Feb 10, 2026 |
| MATHER GROUP, LLC. | History | Added to | 2,691,371 | 214,583 | 2.21% | 2.05% | 17 | +154,954 | 6.11% | Q4 2025 | Jan 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,669,341 | 212,849 | 0.05% | 0.05% | 18 | +204,345 | 8.29% | Q4 2025 | Feb 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 2,429,096 | 193,671 | 3.45% | 3.74% | 19 | +92,483 | 3.96% | Q4 2025 | Jan 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,243,553 | 178,878 | 0.11% | 0.1% | 20 | +355,023 | 18.8% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | Added to | 2,115,709 | 168,534 | 0.23% | 0.11% | 21 | +1,274,252 | 151.43% | Q4 2025 | Mar 09, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 2,100,506 | 167,473 | 0.38% | 0.39% | 22 | +50,513 | 2.46% | Q4 2025 | Feb 11, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 1,979,951 | 158,177 | 1.1% | 0.98% | 23 | +381,983 | 23.9% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 1,742,393 | 138,920 | 0.2% | 0.2% | 24 | +186,055 | 11.95% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,701,641 | 135,671 | 0.18% | 0.18% | 25 | +44,826 | 2.71% | Q4 2025 | Feb 02, 2026 |
| South Dakota Investment Council | History | New | 1,638,348 | 130,625 | 2.49% | — | 26 | +1,638,348 | New | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,542,544 | 122,987 | 0.01% | 0.01% | 27 | +83,428 | 5.72% | Q4 2025 | Feb 11, 2026 |
| WestEnd Advisors, LLC | History | Added to | 1,416,513 | 112,939 | 2.63% | 2.6% | 28 | +26,149 | 1.88% | Q4 2025 | Jan 27, 2026 |
| Align Financial, LLC | History | New | 111,383 | 111,383 | 0.06% | — | 29 | +111,383 | New | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 1,362,424 | 108,626 | 0.62% | 0.53% | 30 | +305,120 | 28.86% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 1,355,733 | 108,092 | 0.12% | 0.12% | 31 | +405,126 | 42.62% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 1,255,143 | 100,072 | 0.11% | 0.11% | 32 | +70,724 | 5.97% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 1,227,371 | 97,858 | 0.07% | 0.07% | 33 | +106,226 | 9.47% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,215,114 | 96,881 | 0.09% | 0.07% | 34 | +215,215 | 21.52% | Q4 2025 | Feb 13, 2026 |
| Oakworth Capital, Inc. | History | Added to | 1,177,936 | 93,916 | 5.13% | 3.69% | 35 | +379,224 | 47.48% | Q4 2025 | Jan 30, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 1,166,674 | 93,182 | 4.3% | 4.24% | 36 | +109,976 | 10.41% | Q4 2025 | Feb 09, 2026 |
| Steele Capital Management, Inc. | History | Added to | 1,163,215 | 92,743 | 3.98% | 3.92% | 37 | +58,021 | 5.25% | Q4 2025 | Jan 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 1,127,354 | 89,883 | 0.32% | 0.31% | 38 | +37,794 | 3.47% | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,063,335 | 84,779 | 0.91% | 1.08% | 39 | +166,083 | 18.51% | Q4 2025 | Jan 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,032,269 | 82,302 | 0.03% | 0.03% | 40 | -104,758 | -9.21% | Q4 2025 | Feb 12, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 1,026,042 | 81,806 | 1.65% | 1.62% | 41 | +37,073 | 3.75% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 1,007,033 | 80,291 | 0.22% | 0.09% | 42 | +624,795 | 163.46% | Q4 2025 | Jan 26, 2026 |
| Hilton Capital Management, LLC | History | Reduced | 992,612 | 79,140 | 5.96% | 6.46% | 43 | -5,946 | -0.6% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 980,506 | 78,175 | 0.01% | 0.01% | 44 | +9,270 | 0.95% | Q4 2025 | Feb 13, 2026 |
| Busey Bank | History | Added to | 968,022 | 77,180 | 2.03% | 2.02% | 45 | +62,648 | 6.92% | Q4 2025 | Jan 27, 2026 |
| Smithfield Trust Co | History | Reduced | 960,454 | 76,599 | 3.39% | 3.44% | 46 | -1,834 | -0.19% | Q4 2025 | Feb 09, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 949,785 | 75,726 | 5.25% | 5.2% | 47 | +38,524 | 4.23% | Q4 2025 | Feb 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 913,153 | 72,805 | 0.84% | 0.86% | 48 | -17,500 | -1.88% | Q4 2025 | Jan 21, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 881,142 | 70,342 | 6.29% | 6.69% | 49 | +65,449 | 8.02% | Q4 2025 | Jan 30, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 879,717 | 70,139 | 6.52% | 6.41% | 50 | +67,374 | 8.29% | Q4 2025 | Feb 04, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 870,638 | 69,416 | 1.14% | 1.21% | 51 | +6,077 | 0.7% | Q4 2025 | Feb 05, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 863,328 | 68,833 | 3.78% | 3.83% | 52 | +40,526 | 4.93% | Q4 2025 | Jan 29, 2026 |
| EP Wealth Advisors, LLC | History | New | 850,025 | 67,772 | 0.35% | — | 53 | +850,025 | New | Q4 2025 | Feb 18, 2026 |
| Baird Financial Group, Inc. | History | Added to | 849,724 | 67,748 | 0.11% | 0.09% | 54 | +161,989 | 23.55% | Q4 2025 | Feb 13, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 882,829 | 67,281 | 1.49% | 1.57% | 55 | +21,577 | 2.51% | Q4 2025 | Feb 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 822,535 | 65,590 | 0.1% | 0.09% | 56 | +37,535 | 4.78% | Q4 2025 | Feb 17, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 822,153 | 65,550 | 8.64% | 8.3% | 57 | +52,188 | 6.78% | Q4 2025 | Jan 26, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 821,288 | 65,481 | 2.67% | 2.47% | 58 | +86,999 | 11.85% | Q4 2025 | Jan 16, 2026 |
| Lutz Financial Services LLC | History | Added to | 819,525 | 65,340 | 4.44% | 4.31% | 59 | +73,823 | 9.9% | Q4 2025 | Feb 06, 2026 |
| DAVENPORT & Co LLC | History | Added to | 818,555 | 65,263 | 0.35% | 0.35% | 60 | +8,107 | 1.0% | Q4 2025 | Jan 12, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 808,104 | 64,430 | 23.35% | 25.35% | 61 | +23,864 | 3.04% | Q4 2025 | Jan 15, 2026 |
| Mariner, LLC | History | Added to | 780,501 | 62,229 | 0.07% | 0.08% | 62 | +15,426 | 2.02% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 775,950 | 61,866 | 0.08% | 0.09% | 63 | -67,405 | -7.99% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 731,349 | 58,310 | 0.1% | 0.09% | 64 | +177,692 | 32.09% | Q4 2025 | Mar 16, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 710,963 | 56,685 | 0.74% | 0.76% | 65 | -5,776 | -0.81% | Q4 2025 | Jan 22, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 685,058 | 54,619 | 0.6% | 0.59% | 66 | +37,016 | 5.71% | Q4 2025 | Feb 02, 2026 |
| North Star Investment Management Corp. | History | Added to | 663,614 | 52,909 | 3.32% | 3.13% | 67 | +54,828 | 9.01% | Q4 2025 | Jan 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 662,912 | 52,853 | 0.03% | 0.03% | 68 | +1,968 | 0.3% | Q4 2025 | Feb 13, 2026 |
| Retirement Systems of Alabama | History | Reduced | 661,825 | 52,767 | 0.17% | 0.18% | 69 | -12,485 | -1.85% | Q4 2025 | Jan 15, 2026 |
| Capital Investment Services of America, Inc. | History | Added to | 654,689 | 52,198 | 4.93% | 4.58% | 70 | +9,057 | 1.4% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 642,407 | 51,219 | 0.03% | 0.03% | 71 | -172,297 | -21.15% | Q4 2025 | Feb 02, 2026 |
| BARCLAYS PLC | History | Added to | 633,761 | 50,529 | 0.01% | 0.0% | 72 | +615,000 | 3278.08% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 633,324 | 50,494 | 1.08% | 1.2% | 73 | -31,119 | -4.68% | Q4 2025 | Feb 05, 2026 |
| Liquid Strategies, LLC | History | Reduced | 631,652 | 50,361 | 10.96% | 10.7% | 74 | -18,125 | -2.79% | Q4 2025 | Jan 27, 2026 |
| Eaton-Cambridge Inc. | History | Added to | 618,534 | 49,315 | 16.18% | 15.94% | 75 | +45,306 | 7.9% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Reduced | 614,077 | 48,954 | 8.97% | 9.41% | 76 | -6,915 | -1.11% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 608,850 | 48,543 | 0.05% | 0.05% | 77 | +45,173 | 8.01% | Q4 2025 | Feb 06, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 607,216 | 48,413 | 0.37% | 0.35% | 78 | +93,162 | 18.12% | Q4 2025 | Jan 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 603,041 | 48,080 | 0.07% | 0.08% | 79 | -5,079 | -0.84% | Q4 2025 | Feb 18, 2026 |
| Trans-Canada Capital Inc. | History | No change | 603,024 | 48,079 | 2.77% | 2.93% | 80 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 593,862 | 47,348 | 6.6% | 6.36% | 81 | +39,507 | 7.13% | Q4 2025 | Jan 27, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 576,507 | 45,964 | 0.57% | 0.62% | 82 | -29,281 | -4.83% | Q4 2025 | Feb 05, 2026 |
| BCK Partners, Inc. | History | Added to | 554,016 | 44,171 | 23.87% | 23.05% | 83 | +18,524 | 3.46% | Q4 2025 | Jan 28, 2026 |
| William Mack & Associates, Inc. | History | Added to | 544,662 | 43,425 | 20.44% | 20.6% | 84 | +65,376 | 13.64% | Q4 2025 | Feb 09, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 543,043 | 43,296 | 23.38% | — | 85 | +543,043 | New | Q4 2025 | Mar 16, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 526,912 | 42,010 | 9.44% | 9.03% | 86 | +40,006 | 8.22% | Q4 2025 | Jan 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 518,534 | 41,342 | 0.02% | 0.02% | 87 | -34,570 | -6.25% | Q4 2025 | Feb 10, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 512,807 | 40,886 | 5.07% | 4.51% | 88 | +73,008 | 16.6% | Q4 2025 | Jan 14, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 512,721 | 40,879 | 0.28% | 0.29% | 89 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 510,154 | 40,674 | 0.01% | 0.01% | 90 | +17,069 | 3.46% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 505,068 | 40,269 | 0.1% | 0.1% | 91 | +17,771 | 3.65% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 493,398 | 39,392 | 0.05% | 0.05% | 92 | +46,760 | 10.47% | Q4 2025 | Jan 08, 2026 |
| Allen Investment Management, LLC | History | Added to | 494,036 | 39,389 | 0.44% | 0.43% | 93 | +14,897 | 3.11% | Q4 2025 | Feb 10, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 492,687 | 39,281 | 2.49% | 2.49% | 94 | +15,319 | 3.21% | Q4 2025 | Jan 23, 2026 |
| FIDELIS iM, LLC | History | Added to | 481,717 | 38,407 | 14.91% | 5.79% | 95 | +368,407 | 325.13% | Q4 2025 | Jan 23, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 465,783 | 37,136 | 0.3% | 0.18% | 96 | +40,033 | 9.4% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 456,427 | 36,390 | 0.26% | 0.26% | 97 | +11,556 | 2.6% | Q4 2025 | Feb 13, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 453,278 | 36,137 | 0.05% | 0.1% | 98 | -226,102 | -33.28% | Q4 2025 | Feb 13, 2026 |
| Efficient Advisors, LLC | History | Added to | 444,994 | 35,479 | 2.07% | 1.98% | 99 | +6,038 | 1.38% | Q4 2025 | Jan 21, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 441,743 | 35,220 | 7.13% | 7.25% | 100 | +11,153 | 2.59% | Q4 2025 | Jan 21, 2026 |
| American Money Management, LLC | History | Added to | 438,852 | 34,989 | 5.5% | 5.62% | 101 | +17,349 | 4.12% | Q4 2025 | Feb 10, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 426,252 | 34,019 | 9.39% | 8.3% | 102 | +85,673 | 25.16% | Q4 2025 | Jan 14, 2026 |
| American Financial Advisors, LLC | History | Added to | 422,689 | 33,701 | 4.35% | 4.27% | 103 | +7,653 | 1.84% | Q4 2025 | Feb 03, 2026 |
| Allworth Financial LP | History | New | 418,714 | 33,384 | 0.14% | — | 104 | +418,714 | New | Q4 2025 | Feb 05, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 413,405 | 32,960 | 10.44% | 10.67% | 105 | +3,069 | 0.75% | Q4 2025 | Jan 28, 2026 |
| Marks Wealth, LLC | History | New | 411,182 | 32,783 | 10.97% | — | 106 | +411,182 | New | Q4 2025 | Feb 02, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 410,608 | 32,737 | 8.66% | 8.63% | 107 | +9,600 | 2.39% | Q4 2025 | Feb 06, 2026 |
| iA Global Asset Management Inc. | History | Added to | 410,279 | 32,712 | 0.42% | 0.44% | 108 | +7,384 | 1.83% | Q4 2025 | Feb 05, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 407,772 | 32,511 | 4.08% | 3.83% | 109 | +16,912 | 4.33% | Q4 2025 | Jan 29, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 405,781 | 32,352 | 0.54% | 0.52% | 110 | +22,631 | 5.91% | Q4 2025 | Jan 28, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 405,068 | 32,296 | 1.02% | 1.03% | 111 | +10,229 | 2.59% | Q4 2025 | Jan 30, 2026 |
| Rothschild Wealth LLC | History | Added to | 401,558 | 32,016 | 3.08% | 0.11% | 112 | +395,395 | 6415.63% | Q4 2025 | Feb 17, 2026 |
| Goodman Financial Corp | History | Added to | 395,312 | 31,518 | 5.97% | 5.63% | 113 | +33,574 | 9.28% | Q4 2025 | Jan 08, 2026 |
| Apella Capital, LLC | History | Added to | 394,423 | 31,447 | 0.62% | 0.65% | 114 | +27,253 | 7.42% | Q4 2025 | Jan 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 394,072 | 31,419 | 0.08% | 0.08% | 115 | +13,523 | 3.55% | Q4 2025 | Feb 05, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 393,283 | 31,356 | 0.02% | 0.02% | 116 | -207 | -0.05% | Q4 2025 | Feb 13, 2026 |
| Adaptive Financial Consulting, LLC | History | Reduced | 389,790 | 31,077 | 12.09% | 12.53% | 117 | -2,267 | -0.58% | Q4 2025 | Feb 11, 2026 |
| Wolff Financial Management LLC | History | Added to | 385,423 | 30,729 | 6.91% | 6.82% | 118 | +18,016 | 4.9% | Q4 2025 | Feb 06, 2026 |
| Montis Financial, LLC | History | Added to | 382,664 | 30,509 | 6.03% | 6.63% | 119 | +23,084 | 6.42% | Q4 2025 | Feb 11, 2026 |
| Zhang Financial LLC | History | Added to | 382,608 | 30,505 | 1.14% | 1.14% | 120 | +31,581 | 9.0% | Q4 2025 | Feb 10, 2026 |
| Howard Capital Management Group, LLC | History | Reduced | 369,869 | 29,489 | 1.86% | 1.87% | 121 | -235 | -0.06% | Q4 2025 | Jan 16, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 365,920 | 29,174 | 4.07% | 4.3% | 122 | +12,976 | 3.68% | Q4 2025 | Feb 09, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 354,987 | 28,303 | 1.76% | 1.69% | 123 | +3,957 | 1.13% | Q4 2025 | Jan 21, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 352,796 | 28,128 | 0.08% | 0.09% | 124 | +12,840 | 3.78% | Q4 2025 | Jan 26, 2026 |
| &PARTNERS | History | Reduced | 347,658 | 27,729 | 0.15% | 0.18% | 125 | -517 | -0.15% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Reduced | 338,884 | 27,019 | 0.22% | 0.27% | 126 | -2,133 | -0.63% | Q4 2025 | Feb 17, 2026 |
| Bath Savings Trust Co | History | Reduced | 338,426 | 26,982 | 2.69% | 2.7% | 127 | -2,933 | -0.86% | Q4 2025 | Jan 12, 2026 |
| HOWE & RUSLING INC | History | Added to | 338,156 | 26,961 | 1.78% | 1.71% | 128 | +26,406 | 8.47% | Q4 2025 | Feb 17, 2026 |
| McCarthy Asset Management, Inc. | History | New | 335,478 | 26,747 | 13.96% | — | 129 | +335,478 | New | Q4 2025 | Feb 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 330,128 | 26,321 | 0.05% | 0.06% | 130 | -15,934 | -4.6% | Q4 2025 | Feb 17, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 326,904 | 26,064 | 5.5% | 5.61% | 131 | +3,964 | 1.23% | Q4 2025 | Jan 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 324,897 | 25,904 | 0.63% | 0.34% | 132 | +172,240 | 112.83% | Q4 2025 | Feb 17, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 324,000 | 25,832 | 0.06% | 0.06% | 133 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Baskin Financial Services Inc. | History | Added to | 314,250 | 25,055 | 1.89% | 1.83% | 134 | +3,518 | 1.13% | Q4 2025 | Jan 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 311,101 | 24,804 | 0.31% | 0.32% | 135 | +1,232 | 0.4% | Q4 2025 | Jan 29, 2026 |
| Hardy Reed LLC | History | Added to | 310,054 | 24,720 | 1.76% | 1.52% | 136 | +52,315 | 20.3% | Q4 2025 | Feb 06, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 309,395 | 24,668 | 2.62% | 2.61% | 137 | +15,621 | 5.32% | Q4 2025 | Jan 09, 2026 |
| HRT FINANCIAL LP | History | New | 309,262 | 24,657 | 0.08% | — | 138 | +309,262 | New | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 308,422 | 24,590 | 1.55% | 1.34% | 139 | +58,161 | 23.24% | Q4 2025 | Feb 06, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 302,588 | 24,125 | 5.16% | 5.38% | 140 | +10,847 | 3.72% | Q4 2025 | Feb 10, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 302,157 | 24,091 | 4.36% | 5.59% | 141 | -69,581 | -18.72% | Q4 2025 | Jan 14, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 302,121 | 24,088 | 2.1% | 2.19% | 142 | -3,652 | -1.19% | Q4 2025 | Feb 12, 2026 |
| Rodgers & Associates, LTD | History | Added to | 301,520 | 24,040 | 2.43% | 2.25% | 143 | +28,311 | 10.36% | Q4 2025 | Jan 22, 2026 |
| JBGlobal.com LLC | History | Added to | 296,123 | 23,609 | 29.72% | 22.99% | 144 | +13,723 | 4.86% | Q4 2025 | Jan 06, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 292,300 | 23,305 | 0.04% | 0.04% | 145 | -1,583 | -0.54% | Q4 2025 | Feb 12, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 290,949 | 23,197 | 0.89% | 0.79% | 146 | +21,151 | 7.84% | Q4 2025 | Feb 02, 2026 |
| Beacon Financial Strategies CORP | History | Added to | 288,512 | 23,003 | 12.84% | 13.44% | 147 | +3,551 | 1.25% | Q4 2025 | Jan 12, 2026 |
| BCS Wealth Management | History | Added to | 288,032 | 22,965 | 2.32% | 2.28% | 148 | +161,696 | 127.99% | Q4 2025 | Jan 26, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 286,134 | 22,820 | 0.04% | 0.02% | 149 | +127,679 | 80.58% | Q4 2025 | Feb 05, 2026 |
| Longview Financial Advisors LLC | History | Added to | 284,764 | 22,704 | 12.52% | 12.89% | 150 | +4,944 | 1.77% | Q4 2025 | Jan 14, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 282,748 | 22,543 | 3.51% | 3.44% | 151 | +11,840 | 4.37% | Q4 2025 | Jan 23, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Added to | 282,239 | 22,502 | 6.1% | 5.48% | 152 | +15,263 | 5.72% | Q4 2025 | Jan 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 281,622 | 22,453 | 0.16% | 0.19% | 153 | -3,791 | -1.33% | Q4 2025 | Feb 18, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Reduced | 280,664 | 22,377 | 7.57% | 8.06% | 154 | -1,049 | -0.37% | Q4 2025 | Jan 20, 2026 |
| WBH ADVISORY INC | History | Added to | 273,520 | 21,807 | 1.61% | 1.56% | 155 | +18,483 | 7.25% | Q4 2025 | Jan 26, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 271,827 | 21,672 | 1.37% | 1.38% | 156 | +5,933 | 2.23% | Q4 2025 | Feb 17, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 268,609 | 21,416 | 5.12% | 4.89% | 157 | +31,629 | 13.35% | Q4 2025 | Jan 12, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 267,565 | 21,333 | 4.32% | 3.72% | 158 | +45,956 | 20.74% | Q4 2025 | Feb 11, 2026 |
| KWMG, LLC | History | Added to | 262,254 | 20,909 | 1.8% | 1.77% | 159 | +9,060 | 3.58% | Q4 2025 | Jan 16, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 260,660 | 20,800 | 6.71% | 6.95% | 160 | +1,479 | 0.57% | Q4 2025 | Jan 22, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 259,590 | 20,686 | 6.21% | 0.02% | 161 | +258,293 | 19914.65% | Q4 2025 | Feb 06, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Reduced | 258,316 | 20,595 | 8.07% | 13.14% | 162 | -155,909 | -37.64% | Q4 2025 | Jan 07, 2026 |
| Unison Advisors LLC | History | Added to | 257,919 | 20,563 | 1.8% | 1.82% | 163 | +8,792 | 3.53% | Q4 2025 | Jan 21, 2026 |
| Greenspring Advisors, LLC | History | Added to | 256,891 | 20,481 | 1.26% | 0.52% | 164 | +219,967 | 595.73% | Q4 2025 | Feb 10, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 254,475 | 20,289 | 0.01% | 0.01% | 165 | -50,956 | -16.68% | Q4 2025 | Feb 09, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 254,341 | 20,278 | 0.68% | 0.66% | 166 | +14,653 | 6.11% | Q4 2025 | Feb 09, 2026 |
| Firestone Capital Management | History | Added to | 253,926 | 20,245 | 4.29% | 4.08% | 167 | +17,580 | 7.44% | Q4 2025 | Feb 09, 2026 |
| ALERUS FINANCIAL NA | History | New | 253,508 | 20,212 | 0.99% | — | 168 | +253,508 | New | Q4 2025 | Feb 13, 2026 |
| Matrix Trust Co | History | Added to | 247,837 | 19,760 | 3.26% | 3.07% | 169 | +2,604 | 1.06% | Q4 2025 | Jan 13, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 246,337 | 19,640 | 3.48% | 3.3% | 170 | +24,268 | 10.93% | Q4 2025 | Feb 17, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 245,899 | 19,605 | 4.53% | 4.09% | 171 | +29,652 | 13.71% | Q4 2025 | Feb 05, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 243,222 | 19,392 | 8.68% | 8.05% | 172 | +29,087 | 13.58% | Q4 2025 | Jan 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 238,835 | 19,042 | 0.7% | 0.74% | 173 | +3,910 | 1.66% | Q4 2025 | Feb 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 238,760 | 19,036 | 0.53% | 0.47% | 174 | +30,100 | 14.43% | Q4 2025 | Feb 03, 2026 |
| Marion Wealth Management | History | Added to | 236,999 | 18,924 | 4.21% | 4.32% | 175 | +9,057 | 3.97% | Q4 2025 | Jan 26, 2026 |
| Essex LLC | History | Reduced | 232,201 | 18,513 | 3.28% | 4.14% | 176 | -53,970 | -18.86% | Q4 2025 | Jan 20, 2026 |
| Northwest Bancshares, Inc. | History | Reduced | 230,635 | 18,388 | 3.55% | 4.82% | 177 | -132,608 | -36.51% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 230,028 | 18,340 | 0.07% | 0.09% | 178 | -6,137 | -2.6% | Q4 2025 | Feb 18, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 229,363 | 18,287 | 2.63% | 2.97% | 179 | -3,295 | -1.42% | Q4 2025 | Feb 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 228,878 | 18,248 | 0.47% | 0.47% | 180 | -3,187 | -1.37% | Q4 2025 | Jan 07, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | Reduced | 226,264 | 18,040 | 8.07% | 10.96% | 181 | -39,200 | -14.77% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Reduced | 226,086 | 18,025 | 0.07% | 0.07% | 182 | -20,948 | -8.48% | Q4 2025 | Jan 29, 2026 |
| Mason & Associates Inc | History | Added to | 223,426 | 17,813 | 3.35% | 3.34% | 183 | +16,205 | 7.82% | Q4 2025 | Feb 05, 2026 |
| Wealth Management Nebraska | History | Added to | 223,101 | 17,787 | 2.03% | 2.08% | 184 | +4,576 | 2.09% | Q4 2025 | Jan 28, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 221,157 | 17,632 | 0.57% | 0.5% | 185 | +4,451 | 2.05% | Q4 2025 | Jan 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 220,883 | 17,610 | 0.27% | 0.25% | 186 | +33,909 | 18.14% | Q4 2025 | Feb 12, 2026 |
| Hassell Wealth Management, LLC | History | Added to | 220,574 | 17,592 | 5.88% | 5.93% | 187 | +6,854 | 3.21% | Q4 2025 | Jan 26, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 219,043 | 17,464 | 1.14% | 1.04% | 188 | +29,905 | 15.81% | Q4 2025 | Feb 05, 2026 |
| Whelan Financial | History | Added to | 218,538 | 17,423 | 5.44% | 5.41% | 189 | +4,921 | 2.3% | Q4 2025 | Feb 02, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 215,866 | 17,210 | 1.05% | 1.04% | 190 | +12,748 | 6.28% | Q4 2025 | Feb 18, 2026 |
| TL Private Wealth | History | Added to | 212,662 | 16,961 | 6.53% | 6.66% | 191 | +4,725 | 2.27% | Q4 2025 | Jan 12, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 210,559 | 16,819 | 0.06% | 0.06% | 192 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Curbstone Financial Management Corp | History | Added to | 210,916 | 16,816 | 3.22% | 3.13% | 193 | +6,900 | 3.38% | Q4 2025 | Jan 23, 2026 |
| Stone Summit Wealth LLC | History | Added to | 207,820 | 16,569 | 4.49% | 3.94% | 194 | +33,989 | 19.55% | Q4 2025 | Jan 27, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 207,776 | 16,565 | 0.97% | 0.91% | 195 | +13,500 | 6.95% | Q4 2025 | Feb 03, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 204,785 | 16,327 | 5.92% | 5.14% | 196 | +38,862 | 23.42% | Q4 2025 | Jan 15, 2026 |
| Horizon Investment Services, LLC | History | Added to | 202,098 | 16,113 | 5.8% | 5.41% | 197 | +22,743 | 12.68% | Q4 2025 | Feb 13, 2026 |
| E&R Wealth Management, LLC | History | New | 200,769 | 16,007 | 16.7% | — | 198 | +200,769 | New | Q4 2025 | Feb 11, 2026 |
| Vise Technologies, Inc. | History | Added to | 198,730 | 15,844 | 0.31% | 0.53% | 199 | +21,993 | 12.44% | Q4 2025 | Feb 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 197,659 | 15,759 | 0.12% | 0.09% | 200 | +45,256 | 29.69% | Q4 2025 | Feb 12, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 194,538 | 15,520 | 9.07% | 8.9% | 201 | +27,630 | 16.55% | Q4 2025 | Jan 26, 2026 |
| Asio Capital, LLC | History | Added to | 193,633 | 15,438 | 2.18% | 2.21% | 202 | +8,553 | 4.62% | Q4 2025 | Jan 21, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 193,488 | 15,426 | 0.34% | 0.11% | 203 | -147,566 | -43.27% | Q4 2025 | Feb 20, 2026 |
| Private Advisor Group, LLC | History | Reduced | 192,687 | 15,362 | 0.07% | 0.08% | 204 | -3,359 | -1.71% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 192,633 | 15,358 | 0.15% | 0.15% | 205 | +8,890 | 4.84% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 192,062 | 15,313 | 0.01% | 0.01% | 206 | -1,939 | -1.0% | Q4 2025 | Feb 06, 2026 |
| Asset Management Group, Inc. | History | Reduced | 191,535 | 15,271 | 2.47% | 2.64% | 207 | -10,028 | -4.98% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | Added to | 184,729 | 14,728 | 0.28% | 0.3% | 208 | +3,557 | 1.96% | Q4 2025 | Feb 03, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 183,978 | 14,668 | 0.6% | 0.56% | 209 | +14,300 | 8.43% | Q4 2025 | Feb 05, 2026 |
| Tandem Wealth Advisors LLC | History | Added to | 183,383 | 14,617 | 6.55% | 6.64% | 210 | +8,567 | 4.9% | Q4 2025 | Feb 12, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Reduced | 182,553 | 14,554 | 0.92% | 1.03% | 211 | -1,132 | -0.62% | Q4 2025 | Feb 04, 2026 |
| Twele Capital Management, Inc. | History | Added to | 182,265 | 14,531 | 2.6% | 2.58% | 212 | +7,108 | 4.06% | Q4 2025 | Jan 09, 2026 |
| International City Management Association Retirement Corp | History | No change | 181,600 | 14,478 | 7.35% | 7.41% | 213 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 181,509 | 14,471 | 0.4% | 0.29% | 214 | +55,311 | 43.83% | Q4 2025 | Jan 20, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 179,646 | 14,323 | 0.0% | 0.0% | 215 | +2,635 | 1.49% | Q4 2025 | Feb 17, 2026 |
| Level Financial Advisors | History | Added to | 179,485 | 14,310 | 3.78% | 3.81% | 216 | +10,587 | 6.27% | Q4 2025 | Jan 26, 2026 |
| Union Bancaire Privee, UBP SA | History | Reduced | 179,019 | 14,287 | 0.17% | 0.21% | 217 | -6,753 | -3.64% | Q4 2025 | Jan 05, 2026 |
| Stordahl Capital Management, Inc. | History | Added to | 178,404 | 14,224 | 2.93% | 2.92% | 218 | +4,338 | 2.49% | Q4 2025 | Jan 27, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 178,381 | 14,222 | 1.58% | 1.29% | 219 | +45,864 | 34.61% | Q4 2025 | Feb 12, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 178,161 | 14,204 | 0.23% | 0.24% | 220 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cordant, Inc. | History | Reduced | 178,144 | 14,203 | 5.96% | 6.6% | 221 | -4,911 | -2.68% | Q4 2025 | Jan 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 178,120 | 14,201 | 0.18% | 0.17% | 222 | +14,327 | 8.75% | Q4 2025 | Jan 26, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 177,736 | 14,170 | 0.73% | 0.72% | 223 | +895 | 0.51% | Q4 2025 | Feb 17, 2026 |
| Lighthouse Financial LLC | History | Added to | 175,877 | 14,022 | 9.16% | 8.97% | 224 | +5,868 | 3.45% | Q4 2025 | Feb 17, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 175,412 | 13,985 | 8.79% | 7.84% | 225 | +22,730 | 14.89% | Q4 2025 | Jan 23, 2026 |
| Compass Advisory Group LLC | History | Added to | 172,049 | 13,717 | 3.71% | 3.4% | 226 | +20,612 | 13.61% | Q4 2025 | Jan 21, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 171,922 | 13,707 | 3.53% | 3.43% | 227 | +11,838 | 7.39% | Q4 2025 | Feb 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 169,275 | 13,509 | 0.02% | 0.02% | 228 | +6,116 | 3.75% | Q4 2025 | Feb 13, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 169,053 | 13,478 | 3.85% | 3.5% | 229 | +21,622 | 14.67% | Q4 2025 | Feb 17, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 168,131 | 13,405 | 2.74% | 2.94% | 230 | -11,996 | -6.66% | Q4 2025 | Feb 12, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 165,544 | 13,198 | 0.05% | 0.05% | 231 | +15,137 | 10.06% | Q4 2025 | Feb 09, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 163,805 | 13,060 | 0.88% | 0.91% | 232 | +23,098 | 16.42% | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | Reduced | 161,861 | 12,974 | 0.24% | 0.24% | 233 | -844 | -0.52% | Q4 2025 | Feb 11, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 162,219 | 12,933 | 0.27% | 0.53% | 234 | -205,216 | -55.85% | Q4 2025 | Feb 05, 2026 |
| Urban Financial Advisory Corp | History | Added to | 160,831 | 12,823 | 5.04% | 5.96% | 235 | +641 | 0.4% | Q4 2025 | Feb 04, 2026 |
| Grove Bank & Trust | History | Added to | 160,271 | 12,778 | 1.44% | 1.46% | 236 | +4,634 | 2.98% | Q4 2025 | Jan 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 157,872 | 12,587 | 0.22% | 0.13% | 237 | +79,164 | 100.58% | Q4 2025 | Feb 19, 2026 |
| Savant Capital, LLC | History | Added to | 157,209 | 12,534 | 0.07% | 0.03% | 239 | +93,519 | 146.83% | Q4 2025 | Feb 10, 2026 |
| TAGStone Capital, Inc. | History | Added to | 157,212 | 12,534 | 4.67% | 4.32% | 240 | +20,841 | 15.28% | Q4 2025 | Feb 10, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 157,207 | 12,534 | 0.65% | 0.64% | 238 | +613 | 0.39% | Q4 2025 | Jan 27, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 155,797 | 12,421 | 2.68% | 2.78% | 241 | +16,649 | 11.96% | Q4 2025 | Feb 09, 2026 |
| Twin Cities Retirement Group LLC | History | New | 154,963 | 12,355 | 11.92% | — | 242 | +154,963 | New | Q4 2025 | Feb 09, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 153,517 | 12,239 | 0.56% | 0.58% | 243 | -3,512 | -2.24% | Q4 2025 | Feb 02, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 153,489 | 12,237 | 1.0% | 0.57% | 244 | +77,755 | 102.67% | Q4 2025 | Feb 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 150,640 | 12,010 | 0.05% | 0.02% | 245 | +97,741 | 184.77% | Q4 2025 | Feb 13, 2026 |
| CAPSTONE CAPITAL LLC | History | Added to | 150,484 | 11,998 | 7.8% | 7.5% | 246 | +10,080 | 7.18% | Q4 2025 | Jan 22, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 147,509 | 11,760 | 2.59% | 2.57% | 247 | +9,411 | 6.81% | Q4 2025 | Jan 29, 2026 |
| World Investment Advisors | History | Added to | 146,958 | 11,716 | 0.19% | 0.21% | 248 | +17,576 | 13.58% | Q4 2025 | Mar 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 146,684 | 11,695 | 0.09% | — | 249 | +146,684 | New | Q4 2025 | Feb 18, 2026 |
| NorthRock Partners, LLC | History | New | 146,493 | 11,679 | 0.2% | — | 250 | +146,493 | New | Q4 2025 | Feb 17, 2026 |
| Napier Financial, LLC | History | New | 145,683 | 11,615 | 2.9% | — | 251 | +145,683 | New | Q4 2025 | Feb 11, 2026 |
| VAN STRUM & TOWNE INC. | History | Reduced | 145,240 | 11,579 | 3.24% | 3.56% | 252 | -6,225 | -4.11% | Q4 2025 | Feb 03, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 144,572 | 11,526 | 0.13% | 0.19% | 253 | -20,804 | -12.58% | Q4 2025 | Feb 03, 2026 |
| Providence First Trust Co | History | Added to | 144,509 | 11,521 | 3.99% | 3.83% | 254 | +6,406 | 4.64% | Q4 2025 | Feb 03, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 143,886 | 11,472 | 0.07% | 0.08% | 255 | -1,443 | -0.99% | Q4 2025 | Feb 17, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 142,478 | 11,359 | 2.38% | 1.8% | 256 | +38,043 | 36.43% | Q4 2025 | Jan 21, 2026 |
| Chesapeake Wealth Management | History | Added to | 141,853 | 11,309 | 3.37% | 3.34% | 257 | +5,001 | 3.65% | Q4 2025 | Feb 03, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 141,756 | 11,302 | 0.06% | 0.09% | 258 | -57,706 | -28.93% | Q4 2025 | Jan 29, 2026 |
| Roundview Capital LLC | History | Added to | 140,465 | 11,199 | 0.69% | 0.69% | 259 | +4,044 | 2.96% | Q4 2025 | Feb 09, 2026 |
| Pointe Capital Management LLC | History | Added to | 138,970 | 11,080 | 5.5% | 4.76% | 260 | +17,197 | 14.12% | Q4 2025 | Feb 17, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 138,343 | 11,030 | 0.76% | 1.18% | 261 | -64,608 | -31.83% | Q4 2025 | Feb 11, 2026 |
| Platt Investment Counsel, LLC | History | Added to | 137,917 | 10,996 | 8.13% | 8.58% | 262 | +1,632 | 1.2% | Q4 2025 | Jan 07, 2026 |
| Finhabits Advisors LLC | History | New | 137,124 | 10,932 | 10.26% | — | 263 | +137,124 | New | Q4 2025 | Jan 29, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 136,840 | 10,910 | 2.3% | 2.4% | 264 | +301 | 0.22% | Q4 2025 | Feb 10, 2026 |
| Sage Financial Management Group, Inc. | History | Added to | 136,603 | 10,891 | 3.33% | 3.4% | 265 | +3,443 | 2.59% | Q4 2025 | Feb 05, 2026 |
| Investments & Financial Planning, LLC | History | Added to | 136,284 | 10,865 | 5.83% | 3.74% | 266 | +49,651 | 57.31% | Q4 2025 | Feb 23, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 134,584 | 10,730 | 0.55% | 0.55% | 267 | +1,730 | 1.3% | Q4 2025 | Jan 27, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 133,534 | 10,646 | 0.86% | 0.87% | 268 | +1,131 | 0.85% | Q4 2025 | Feb 06, 2026 |
| Magnus Financial Group LLC | History | Added to | 132,857 | 10,592 | 0.81% | 0.8% | 269 | +6,465 | 5.12% | Q4 2025 | Jan 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 130,975 | 10,442 | 0.27% | 0.31% | 270 | +1,541 | 1.19% | Q4 2025 | Feb 02, 2026 |
| SouthState Bank Corp | History | Added to | 129,136 | 10,296 | 0.46% | 0.47% | 271 | +201 | 0.16% | Q4 2025 | Feb 11, 2026 |
| Integrated Advisors Network LLC | History | Added to | 128,845 | 10,272 | 0.45% | 0.42% | 272 | +4,717 | 3.8% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 127,633 | 10,176 | 0.67% | 0.71% | 273 | -3,055 | -2.34% | Q4 2025 | Jan 23, 2026 |
| Minot DeBlois Advisors LLC | History | Added to | 127,127 | 10,135 | 9.1% | 8.73% | 274 | +6,560 | 5.44% | Q4 2025 | Feb 13, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 126,335 | 10,072 | 3.32% | 3.28% | 275 | +8,628 | 7.33% | Q4 2025 | Feb 17, 2026 |
| DAGCO, INC. | History | Added to | 125,409 | 9,998 | 2.31% | 0.04% | 276 | +123,209 | 5600.41% | Q4 2025 | Jan 08, 2026 |
| Powers Advisory Group, LLC | History | Added to | 124,622 | 9,936 | 3.74% | 3.66% | 277 | +9,738 | 8.48% | Q4 2025 | Jan 22, 2026 |
| Disciplined Investments, LLC | History | Added to | 123,096 | 9,814 | 3.77% | 3.78% | 278 | +4,154 | 3.49% | Q4 2025 | Feb 05, 2026 |
| Asset Advisory Group, Inc. | History | New | 122,613 | 9,775 | 4.88% | — | 279 | +122,613 | New | Q4 2025 | Feb 12, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 119,896 | 9,559 | 2.31% | 2.25% | 280 | +6,474 | 5.71% | Q4 2025 | Feb 11, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 119,697 | 9,543 | 2.34% | 2.3% | 281 | +8,349 | 7.5% | Q4 2025 | Feb 17, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 119,279 | 9,510 | 1.8% | 1.16% | 282 | +50,219 | 72.72% | Q4 2025 | Jan 14, 2026 |
| AA Financial Advisors, LLC | History | Added to | 118,896 | 9,479 | 1.75% | 1.27% | 283 | +38,252 | 47.43% | Q4 2025 | Jan 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 118,655 | 9,460 | 0.39% | 0.39% | 284 | +3,671 | 3.19% | Q4 2025 | Feb 09, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 118,535 | 9,450 | 2.15% | 2.14% | 285 | +12,021 | 11.29% | Q4 2025 | Jan 21, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 118,128 | 9,418 | 2.61% | 2.68% | 286 | +17,431 | 17.31% | Q4 2025 | Jan 26, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 117,463 | 9,365 | 0.27% | 0.32% | 287 | -17,527 | -12.98% | Q4 2025 | Feb 12, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 116,868 | 9,317 | 2.91% | 2.91% | 288 | +6,207 | 5.61% | Q4 2025 | Feb 10, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 116,169 | 9,262 | 1.73% | 1.72% | 289 | +8,987 | 8.38% | Q4 2025 | Jan 30, 2026 |
| IMZ Advisory Inc | History | Added to | 115,003 | 9,169 | 3.36% | 3.3% | 290 | +4,120 | 3.72% | Q4 2025 | Jan 21, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 114,865 | 9,158 | 3.33% | 2.83% | 291 | +22,035 | 23.74% | Q4 2025 | Jan 27, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 113,995 | 9,088 | 4.86% | 4.95% | 292 | +2,434 | 2.18% | Q4 2025 | Feb 06, 2026 |
| NBT BANK N A /NY | History | Reduced | 3,401 | 9,067 | 0.59% | 0.59% | 293 | -1 | -0.03% | Q4 2025 | Jan 23, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 113,405 | 9,041 | 1.64% | 0.13% | 294 | +14,462 | 14.62% | Q4 2025 | Mar 04, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 112,279 | 8,952 | 1.0% | 1.02% | 295 | +3,999 | 3.69% | Q4 2025 | Feb 13, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 112,152 | 8,941 | 1.88% | 1.88% | 296 | +8,371 | 8.07% | Q4 2025 | Jan 23, 2026 |
| Madison Asset Management, LLC | History | Reduced | 111,584 | 8,896 | 0.1% | 0.12% | 297 | -19,461 | -14.85% | Q4 2025 | Feb 04, 2026 |
| CITIGROUP INC | History | Added to | 110,778 | 8,832 | 0.0% | 0.0% | 298 | +1,968 | 1.81% | Q4 2025 | Feb 13, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 110,174 | 8,784 | 0.29% | 0.29% | 299 | -652 | -0.59% | Q4 2025 | Feb 10, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 109,957 | 8,766 | 0.32% | 0.44% | 300 | -37,117 | -25.24% | Q4 2025 | Jan 07, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 109,803 | 8,754 | 2.17% | 2.34% | 301 | -3,928 | -3.45% | Q4 2025 | Jan 27, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 108,719 | 8,668 | 6.04% | 6.44% | 302 | -849 | -0.77% | Q4 2025 | Jan 23, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 108,632 | 8,661 | 0.42% | 0.38% | 303 | +14,080 | 14.89% | Q4 2025 | Feb 04, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 107,171 | 8,544 | 2.2% | 2.25% | 304 | +1,210 | 1.14% | Q4 2025 | Jan 20, 2026 |
| Telos Capital Management, Inc. | History | Added to | 106,220 | 8,468 | 0.79% | 0.77% | 305 | +5,775 | 5.75% | Q4 2025 | Jan 22, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | Added to | 106,060 | 8,456 | 4.78% | 3.85% | 306 | +14,345 | 15.64% | Q4 2025 | Jan 12, 2026 |
| Kensington Asset Management, LLC | History | New | 104,498 | 8,339 | 0.43% | — | 307 | +104,498 | New | Q4 2025 | Feb 13, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Added to | 102,982 | 8,210 | 2.45% | 2.6% | 308 | +17 | 0.02% | Q4 2025 | Jan 26, 2026 |
| Prospera Financial Services Inc | History | Added to | 101,948 | 8,129 | 0.13% | 0.14% | 309 | +2,079 | 2.08% | Q4 2025 | Feb 09, 2026 |
| Certified Advisory Corp | History | Added to | 101,311 | 8,077 | 0.74% | 0.73% | 310 | +4,618 | 4.78% | Q4 2025 | Jan 12, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 100,653 | 8,025 | 0.14% | 0.13% | 311 | +10,481 | 11.62% | Q4 2025 | Feb 12, 2026 |
| Sigma Planning Corp | History | Added to | 100,207 | 7,989 | 0.22% | 0.22% | 312 | +1,906 | 1.94% | Q4 2025 | Jan 30, 2026 |
| OneAscent Financial Services LLC | History | Added to | 97,906 | 7,806 | 0.72% | 0.89% | 313 | +7,548 | 8.35% | Q4 2025 | Feb 11, 2026 |
| Harbour Trust & Investment Management Co | History | Added to | 97,765 | 7,794 | 0.8% | 0.79% | 314 | +2,116 | 2.21% | Q4 2025 | Jan 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 96,925 | 7,727 | 0.0% | 0.0% | 315 | +29,147 | 43.0% | Q4 2025 | Feb 17, 2026 |
| Virtus Family Office LLC | History | Added to | 96,746 | 7,713 | 6.65% | 6.28% | 316 | +12,761 | 15.19% | Q4 2025 | Feb 03, 2026 |
| Trellis Wealth Advisors LLC | History | Added to | 96,651 | 7,706 | 3.01% | 2.71% | 317 | +13,194 | 15.81% | Q4 2025 | Jan 26, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 95,664 | 7,627 | 0.39% | 0.39% | 318 | +1,958 | 2.09% | Q4 2025 | Feb 03, 2026 |
| Rossmore Private Capital | History | Added to | 94,538 | 7,537 | 0.67% | 0.71% | 319 | +11,943 | 14.46% | Q4 2025 | Feb 05, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 94,323 | 7,520 | 0.45% | 0.41% | 320 | +4,684 | 5.23% | Q4 2025 | Jan 29, 2026 |
| McMill Wealth Management | History | Reduced | 93,998 | 7,494 | 2.11% | 2.17% | 321 | -1,216 | -1.28% | Q4 2025 | Feb 23, 2026 |
| Montecito Bank & Trust | History | Reduced | 93,042 | 7,418 | 1.18% | 1.26% | 322 | -8,182 | -8.08% | Q4 2025 | Jan 09, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 92,336 | 7,361 | 0.26% | 0.25% | 323 | +11,446 | 14.15% | Q4 2025 | Feb 04, 2026 |
| Financial Plan, Inc. | History | New | 92,256 | 7,355 | 0.84% | — | 324 | +92,256 | New | Q4 2025 | Jan 28, 2026 |
| METROPOLITAN LIFE INSURANCE CO/NY | History | Reduced | 91,419 | 7,288 | 2.21% | 2.44% | 325 | -12,600 | -12.11% | Q4 2025 | Feb 12, 2026 |
| Sharper & Granite LLC | History | Added to | 91,185 | 7,270 | 2.56% | 2.56% | 326 | +1,637 | 1.83% | Q4 2025 | Jan 27, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | Reduced | 91,125 | 7,265 | 1.18% | 1.14% | 327 | -385 | -0.42% | Q4 2025 | Jan 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 90,675 | 7,229 | 0.02% | 0.01% | 328 | +65,219 | 256.2% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Reduced | 90,465 | 7,212 | 0.0% | 0.0% | 329 | -186,740 | -67.37% | Q4 2025 | Feb 12, 2026 |
| Cliffwater LLC | History | No change | 90,207 | 7,192 | 1.51% | 1.52% | 330 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | Added to | 89,693 | 7,151 | 0.93% | 0.92% | 331 | +1,410 | 1.6% | Q4 2025 | Jan 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 89,544 | 7,139 | 0.39% | 0.31% | 332 | +22,287 | 33.14% | Q4 2025 | Jan 13, 2026 |
| DDD Partners, LLC | History | Added to | 88,742 | 7,075 | 0.45% | 0.41% | 333 | +7,068 | 8.65% | Q4 2025 | Jan 22, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 87,925 | 7,010 | 0.21% | 0.2% | 334 | +6,042 | 7.38% | Q4 2025 | Feb 11, 2026 |
| W.H. Cornerstone Investments Inc. | History | Reduced | 87,306 | 6,960 | 4.2% | 4.29% | 335 | -798 | -0.91% | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 87,145 | 6,948 | 0.01% | 0.09% | 336 | -811,255 | -90.3% | Q4 2025 | Feb 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 87,008 | 6,937 | 0.14% | 0.16% | 337 | +716 | 0.83% | Q4 2025 | Feb 03, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 86,967 | 6,934 | 0.44% | 0.45% | 338 | -1,693 | -1.91% | Q4 2025 | Feb 13, 2026 |
| Glenview Trust Co | History | Added to | 86,586 | 6,903 | 0.11% | 0.11% | 339 | +3,259 | 3.91% | Q4 2025 | Feb 09, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 86,274 | 6,894 | 3.18% | 2.75% | 340 | +16,128 | 22.99% | Q4 2025 | Feb 04, 2026 |
| FIRST HORIZON CORP | History | Added to | 85,870 | 6,846 | 0.31% | 0.16% | 341 | +44,593 | 108.03% | Q4 2025 | Jan 27, 2026 |
| Addison Capital Co | History | Added to | 85,760 | 6,837 | 1.71% | 1.86% | 342 | +6,903 | 8.75% | Q4 2025 | Feb 02, 2026 |
| Tide Cove Capital Partners LLC | History | Added to | 83,941 | 6,705 | 4.63% | 4.73% | 343 | +6,700 | 8.67% | Q4 2025 | Feb 10, 2026 |
| Summit Financial, LLC | History | Reduced | 83,794 | 6,680 | 0.1% | 0.1% | 344 | -1,689 | -1.98% | Q4 2025 | Feb 13, 2026 |
| Florin Court Capital LLP | History | Reduced | 83,104 | 6,625 | 9.23% | 5.88% | 345 | -10,700 | -11.41% | Q4 2025 | Feb 05, 2026 |
| Perennial Advisors, LLC | History | Added to | 82,642 | 6,589 | 1.1% | 1.12% | 346 | +1,562 | 1.93% | Q4 2025 | Jan 12, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 82,251 | 6,557 | 3.61% | 3.44% | 347 | +17,262 | 26.56% | Q4 2025 | Feb 13, 2026 |
| Equita Financial Network, Inc. | History | Added to | 81,839 | 6,524 | 1.97% | 1.98% | 348 | +8,505 | 11.6% | Q4 2025 | Jan 29, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 81,715 | 6,521 | 0.19% | — | 349 | +81,715 | New | Q4 2025 | Feb 13, 2026 |
| Balance Wealth, LLC | History | Reduced | 81,451 | 6,494 | 2.08% | 2.76% | 350 | -58,197 | -41.67% | Q4 2025 | Jan 21, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 81,406 | 6,490 | 0.12% | 0.13% | 351 | +3,353 | 4.3% | Q4 2025 | Jan 16, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 81,223 | 6,475 | 0.13% | 0.13% | 352 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 80,970 | 6,455 | 0.09% | 0.08% | 353 | +438 | 0.54% | Q4 2025 | Feb 02, 2026 |
| Hobart Private Capital, LLC | History | Added to | 80,885 | 6,448 | 1.26% | 1.22% | 354 | +7,934 | 10.88% | Q4 2025 | Jan 27, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 80,549 | 6,422 | 1.17% | 1.19% | 355 | +1,610 | 2.04% | Q4 2025 | Feb 09, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 80,183 | 6,393 | 0.04% | 0.04% | 356 | +4,125 | 5.42% | Q4 2025 | Jan 29, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 80,083 | 6,385 | 0.53% | 0.59% | 357 | -9,429 | -10.53% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 78,934 | 6,293 | 0.86% | — | 358 | +78,934 | New | Q4 2025 | Feb 17, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 77,550 | 6,183 | 0.67% | 0.55% | 359 | +23,198 | 42.68% | Q4 2025 | Jan 28, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 77,026 | 6,141 | 2.78% | 2.54% | 360 | +11,127 | 16.88% | Q4 2025 | Jan 26, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 76,971 | 6,136 | 0.48% | 0.5% | 361 | -330 | -0.43% | Q4 2025 | Jan 23, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 76,141 | 6,078 | 1.36% | 0.21% | 362 | +65,514 | 616.49% | Q4 2025 | Jan 14, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 76,186 | 6,074 | 0.21% | 0.21% | 363 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 74,740 | 5,959 | 0.04% | 0.04% | 364 | -9,305 | -11.07% | Q4 2025 | Feb 09, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 74,615 | 5,949 | 0.03% | 0.03% | 365 | -1,545 | -2.03% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 74,425 | 5,933 | 0.02% | 0.02% | 366 | +2,712 | 3.78% | Q4 2025 | Feb 06, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 73,794 | 5,883 | 0.62% | 0.69% | 367 | -3,372 | -4.37% | Q4 2025 | Feb 03, 2026 |
| Strategic Wealth Advisors LLC | History | New | 73,769 | 5,881 | 5.03% | — | 368 | +73,769 | New | Q4 2025 | Feb 03, 2026 |
| Wealthfront Advisers LLC | History | Added to | 73,490 | 5,859 | 0.01% | 0.01% | 369 | +11,913 | 19.35% | Q4 2025 | Jan 30, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 73,311 | 5,845 | 0.33% | 0.34% | 370 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 73,115 | 5,829 | 0.58% | 0.55% | 371 | +6,186 | 9.24% | Q4 2025 | Feb 05, 2026 |
| CHRISTINE MESSMER PC | History | New | 72,596 | 5,788 | 3.77% | — | 372 | +72,596 | New | Q4 2025 | Feb 03, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 72,249 | 5,760 | 0.02% | 0.02% | 373 | +4,119 | 6.05% | Q4 2025 | Feb 12, 2026 |
| Arkos Global Advisors | History | Reduced | 71,327 | 5,687 | 0.73% | 1.0% | 374 | -27,038 | -27.49% | Q4 2025 | Feb 13, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 71,089 | 5,667 | 0.16% | 0.16% | 375 | +383 | 0.54% | Q4 2025 | Feb 10, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 71,056 | 5,665 | 0.36% | 0.35% | 376 | +4,975 | 7.53% | Q4 2025 | Feb 03, 2026 |
| FCA CORP /TX | History | Added to | 70,783 | 5,643 | 1.59% | 1.55% | 377 | +1,082 | 1.55% | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 70,725 | 5,638 | 0.19% | 0.22% | 378 | -7,357 | -9.42% | Q4 2025 | Feb 06, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 70,337 | 5,607 | 0.32% | 0.33% | 379 | +1,221 | 1.77% | Q4 2025 | Jan 22, 2026 |
| CHOREO, LLC | History | Reduced | 70,052 | 5,590 | 0.07% | 0.12% | 380 | -42,721 | -37.88% | Q4 2025 | Jan 23, 2026 |
| Clearstead Advisors, LLC | History | Added to | 70,102 | 5,589 | 0.07% | 0.01% | 381 | +55,867 | 392.46% | Q4 2025 | Feb 09, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 69,930 | 5,575 | 0.07% | 0.09% | 382 | -22,950 | -24.71% | Q4 2025 | Feb 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 69,900 | 5,573 | 0.12% | 0.14% | 384 | -5,090 | -6.79% | Q4 2025 | Jan 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 69,905 | 5,573 | 0.11% | 0.12% | 383 | +1,774 | 2.6% | Q4 2025 | Feb 09, 2026 |
| Traub Capital Management LLC | History | Reduced | 69,842 | 5,568 | 5.36% | 5.6% | 385 | -954 | -1.35% | Q4 2025 | Jan 29, 2026 |
| Rezny Wealth Management, Inc. | History | Reduced | 69,695 | 5,556 | 1.12% | 1.3% | 386 | -8,293 | -10.63% | Q4 2025 | Feb 03, 2026 |
| Oak Harvest Investment Services | History | Added to | 69,417 | 5,534 | 0.6% | 0.55% | 387 | +10,098 | 17.02% | Q4 2025 | Jan 27, 2026 |
| WHITTIER TRUST CO | History | Reduced | 69,138 | 5,519 | 0.06% | 0.07% | 388 | -7,092 | -9.3% | Q4 2025 | Jan 26, 2026 |
| Phoenix Financial Ltd. | History | Added to | 69,087 | 5,502 | 0.06% | 0.07% | 389 | +32 | 0.05% | Q4 2025 | Feb 05, 2026 |
| FineMark National Bank & Trust | History | Reduced | 68,853 | 5,489 | 0.17% | 0.18% | 390 | -301 | -0.44% | Q4 2025 | Feb 12, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 68,142 | 5,433 | 0.2% | 0.24% | 391 | -9,008 | -11.68% | Q4 2025 | Jan 27, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 67,930 | 5,414 | 0.06% | 0.07% | 392 | +4,058 | 6.35% | Q4 2025 | Feb 10, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 67,779 | 5,404 | 1.47% | 1.33% | 393 | +9,574 | 16.45% | Q4 2025 | Jan 28, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 67,607 | 5,390 | 0.77% | — | 394 | +67,607 | New | Q4 2025 | Feb 20, 2026 |
| HORAN Wealth, LLC | History | Added to | 67,223 | 5,359 | 0.82% | 0.85% | 395 | +20 | 0.03% | Q4 2025 | Feb 04, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 66,200 | 5,278 | 0.45% | 0.58% | 396 | +16,331 | 32.75% | Q4 2025 | Feb 11, 2026 |
| SPROTT INC. | History | Added to | 65,400 | 5,214 | 0.18% | 0.15% | 397 | +11,700 | 21.79% | Q4 2025 | Feb 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 65,262 | 5,203 | 0.43% | 0.37% | 398 | +4,668 | 7.7% | Q4 2025 | Feb 17, 2026 |
| Kure Advisory, LLC | History | Added to | 65,265 | 5,203 | 2.91% | 3.0% | 399 | +4,543 | 7.48% | Q4 2025 | Jan 08, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 64,707 | 5,159 | 0.06% | 0.04% | 400 | +26,029 | 67.3% | Q4 2025 | Feb 10, 2026 |
| Forum Private Client Group LLC | History | Added to | 64,627 | 5,152 | 1.76% | 1.45% | 401 | +13,849 | 27.27% | Q4 2025 | Feb 06, 2026 |
| Climber Capital SA | History | New | 86,320 | 5,140 | 3.35% | — | 402 | +86,320 | New | Q4 2025 | Feb 03, 2026 |
| Massachusetts Wealth Management | History | Added to | 64,401 | 5,134 | 2.39% | 2.38% | 403 | +4,299 | 7.15% | Q4 2025 | Jan 26, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 64,013 | 5,103 | 2.57% | 2.83% | 404 | -3,722 | -5.49% | Q4 2025 | Jan 21, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 63,974 | 5,100 | 0.13% | 0.11% | 405 | +11,733 | 22.46% | Q4 2025 | Feb 09, 2026 |
| XY Planning Network, Inc. | History | Added to | 63,865 | 5,091 | 0.89% | 0.94% | 406 | +29,279 | 84.66% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 63,044 | 5,026 | 0.11% | 0.12% | 407 | +5,632 | 9.81% | Q4 2025 | Feb 06, 2026 |
| HM PAYSON & CO | History | Added to | 63,024 | 5,024 | 0.07% | 0.07% | 408 | +3,825 | 6.46% | Q4 2025 | Feb 12, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 63,005 | 5,023 | 0.77% | 0.93% | 409 | -3,881 | -5.8% | Q4 2025 | Jan 15, 2026 |
| M&T BANK CORP | History | Added to | 62,927 | 5,017 | 0.02% | 0.02% | 410 | +296 | 0.47% | Q4 2025 | Jan 30, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 62,823 | 5,008 | 1.43% | 1.49% | 411 | -525 | -0.83% | Q4 2025 | Jan 27, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 62,763 | 5,004 | 0.04% | — | 412 | +62,763 | New | Q4 2025 | Feb 17, 2026 |
| truNorth Financial Services, Inc. | History | New | 62,333 | 4,969 | 5.39% | — | 413 | +62,333 | New | Q4 2025 | Feb 17, 2026 |
| Invesco Ltd. | History | Reduced | 61,485 | 4,902 | 0.0% | 0.0% | 414 | -1,020 | -1.63% | Q4 2025 | Feb 19, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 61,384 | 4,894 | 0.04% | 0.03% | 415 | +11,196 | 22.31% | Q4 2025 | Jan 05, 2026 |
| Blue Trust, Inc. | History | Added to | 61,305 | 4,887 | 0.06% | 0.05% | 416 | +967 | 1.6% | Q4 2025 | Jan 16, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 60,755 | 4,843 | 0.58% | 0.51% | 417 | +7,010 | 13.04% | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 60,570 | 4,829 | 0.42% | — | 418 | +60,570 | New | Q4 2025 | Feb 06, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | New | 60,131 | 4,794 | 0.39% | — | 419 | +60,131 | New | Q4 2025 | Feb 17, 2026 |
| Ankerstar Wealth, LLC | History | New | 59,941 | 4,779 | 4.76% | — | 420 | +59,941 | New | Q4 2025 | Feb 12, 2026 |
| MIDDLETON & CO INC/MA | History | Reduced | 59,471 | 4,741 | 0.5% | 0.56% | 421 | -5,050 | -7.83% | Q4 2025 | Jan 29, 2026 |
| CWC Advisors, LLC. | History | Added to | 59,285 | 4,726 | 2.28% | 2.29% | 422 | +803 | 1.37% | Q4 2025 | Jan 26, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 59,250 | 4,723 | 3.32% | 3.29% | 423 | +1,915 | 3.34% | Q4 2025 | Jan 08, 2026 |
| Argent Trust Co | History | Added to | 59,134 | 4,714 | 0.16% | 0.11% | 424 | +19,970 | 50.99% | Q4 2025 | Feb 10, 2026 |
| Strategent Financial, LLC | History | Added to | 59,107 | 4,712 | 2.98% | 2.17% | 425 | +21,149 | 55.72% | Q4 2025 | Jan 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 58,440 | 4,659 | 0.03% | 0.03% | 426 | +10,804 | 22.68% | Q4 2025 | Feb 17, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 58,057 | 4,628 | 0.34% | 0.33% | 427 | +3,078 | 5.6% | Q4 2025 | Feb 18, 2026 |
| EFG International AG | History | New | 57,942 | 4,619 | 0.09% | — | 428 | +57,942 | New | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 57,795 | 4,607 | 0.21% | 0.18% | 429 | +8,147 | 16.41% | Q4 2025 | Feb 17, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 57,697 | 4,600 | 1.85% | 1.72% | 430 | +2,286 | 4.13% | Q4 2025 | Feb 11, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 57,466 | 4,581 | 0.11% | 0.12% | 431 | -1,761 | -2.97% | Q4 2025 | Feb 13, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 57,415 | 4,577 | 0.34% | 0.35% | 432 | +168 | 0.29% | Q4 2025 | Feb 05, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 57,329 | 4,570 | 0.2% | 0.22% | 433 | -5,642 | -8.96% | Q4 2025 | Feb 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 57,028 | 4,546 | 0.15% | 0.11% | 434 | +27,279 | 91.7% | Q4 2025 | Jan 20, 2026 |
| Patten Group, Inc. | History | Reduced | 56,722 | 4,522 | 0.84% | 0.92% | 435 | -2,622 | -4.42% | Q4 2025 | Jan 23, 2026 |
| Merit Financial Group, LLC | History | Reduced | 56,712 | 4,521 | 0.04% | 0.05% | 436 | -11,403 | -16.74% | Q4 2025 | Jan 26, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Added to | 56,092 | 4,472 | 1.96% | 1.95% | 437 | +1,876 | 3.46% | Q4 2025 | Feb 05, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 55,239 | 4,407 | 2.65% | 2.68% | 438 | +3,071 | 5.89% | Q4 2025 | Jan 12, 2026 |
| Intrua Financial, LLC | History | Added to | 55,176 | 4,399 | 0.46% | 0.47% | 439 | +531 | 0.97% | Q4 2025 | Feb 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 54,471 | 4,343 | 0.06% | 0.06% | 440 | +12,253 | 29.02% | Q4 2025 | Feb 06, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 54,421 | 4,339 | 1.85% | 1.65% | 441 | +8,609 | 18.79% | Q4 2025 | Jan 26, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 54,108 | 4,314 | 0.35% | 0.32% | 442 | +8,491 | 18.61% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 53,315 | 4,250 | 0.05% | 0.05% | 443 | +13,204 | 32.92% | Q4 2025 | Jan 29, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 53,205 | 4,242 | 1.23% | 1.21% | 444 | +2,841 | 5.64% | Q4 2025 | Jan 08, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 53,051 | 4,229 | 4.33% | 4.27% | 445 | +3,967 | 8.08% | Q4 2025 | Jan 23, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 53,004 | 4,226 | 2.79% | 2.6% | 446 | +6,000 | 12.76% | Q4 2025 | Jan 22, 2026 |
| Bull Street Advisors, LLC | History | No change | 52,817 | 4,211 | 1.96% | 1.97% | 447 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Robinson Value Management, Ltd. | History | Reduced | 52,750 | 4,205 | 2.27% | 11.2% | 448 | -188,790 | -78.16% | Q4 2025 | Jan 12, 2026 |
| Composition Wealth, LLC | History | Reduced | 52,581 | 4,192 | 0.06% | 0.06% | 449 | -1,534 | -2.83% | Q4 2025 | Feb 02, 2026 |
| Chandler Asset Management, Inc. | History | Added to | 52,370 | 4,175 | 0.66% | 0.69% | 450 | +120 | 0.23% | Q4 2025 | Feb 13, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 52,151 | 4,158 | 1.17% | 4.96% | 451 | -158,290 | -75.22% | Q4 2025 | Feb 12, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 51,699 | 4,121 | 1.36% | 1.39% | 452 | -266 | -0.51% | Q4 2025 | Jan 27, 2026 |
| Visionary Wealth Advisors | History | Added to | 51,562 | 4,111 | 0.19% | 0.11% | 453 | +20,975 | 68.57% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Reduced | 51,524 | 4,107 | 0.05% | 0.06% | 454 | -16,095 | -23.8% | Q4 2025 | Feb 05, 2026 |
| Saranac Partners Ltd | History | Reduced | 51,185 | 4,080 | 1.59% | 0.74% | 455 | -80 | -0.16% | Q4 2025 | Feb 06, 2026 |
| Thomasville National Bank | History | Reduced | 51,158 | 4,078 | 0.25% | 0.28% | 456 | -3,821 | -6.95% | Q4 2025 | Jan 26, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 50,995 | 4,065 | 0.46% | 0.41% | 457 | +6,372 | 14.28% | Q4 2025 | Jan 14, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 50,873 | 4,056 | 1.14% | 1.16% | 458 | -312 | -0.61% | Q4 2025 | Feb 02, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 50,660 | 4,039 | 0.33% | 0.37% | 459 | -5,056 | -9.07% | Q4 2025 | Feb 26, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 50,259 | 4,007 | 0.1% | 0.1% | 460 | +2,611 | 5.48% | Q4 2025 | Jan 29, 2026 |
| JNBA Financial Advisors | History | Reduced | 50,254 | 4,006 | 0.35% | 0.39% | 461 | -3,302 | -6.17% | Q4 2025 | Jan 26, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 50,244 | 4,005 | 0.25% | 0.27% | 462 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 50,158 | 3,999 | 1.23% | 0.44% | 463 | +33,715 | 205.04% | Q4 2025 | Feb 02, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Reduced | 50,110 | 3,995 | 0.19% | 0.22% | 464 | -4,900 | -8.91% | Q4 2025 | Jan 27, 2026 |
| LFA - Lugano Financial Advisors SA | History | Reduced | 50,020 | 3,988 | 2.06% | 2.11% | 465 | -152 | -0.3% | Q4 2025 | Jan 29, 2026 |
| Cresset Asset Management, LLC | History | Added to | 49,744 | 3,966 | 0.02% | 0.0% | 466 | +39,161 | 370.04% | Q4 2025 | Feb 17, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 49,530 | 3,949 | 0.01% | 0.01% | 467 | +1,300 | 2.7% | Q4 2025 | Feb 11, 2026 |
| BIP Wealth, LLC | History | Reduced | 49,477 | 3,944 | 0.14% | 0.2% | 468 | -1,094 | -2.16% | Q4 2025 | Jan 21, 2026 |
| NavPoint Financial, Inc. | History | Added to | 49,301 | 3,930 | 1.68% | 1.95% | 469 | +2,775 | 5.96% | Q4 2025 | Jan 20, 2026 |
| Betterment LLC | History | Added to | 49,265 | 3,928 | 0.01% | 0.01% | 470 | +1,262 | 2.63% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 49,267 | 3,928 | 0.07% | 0.09% | 471 | -925 | -1.84% | Q4 2025 | Feb 06, 2026 |
| Eukles Asset Management | History | Added to | 49,161 | 3,919 | 1.52% | 1.39% | 472 | +4,600 | 10.32% | Q4 2025 | Feb 09, 2026 |
| Alpha Cubed Investments, LLC | History | Reduced | 48,915 | 3,899 | 0.13% | 0.14% | 473 | -1,647 | -3.26% | Q4 2025 | Feb 03, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 48,659 | 3,879 | 0.45% | 0.45% | 474 | +2,311 | 4.99% | Q4 2025 | Jan 28, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 48,600 | 3,874 | 2.95% | 3.05% | 475 | +1,435 | 3.04% | Q4 2025 | Jan 27, 2026 |
| PFG Investments, LLC | History | Added to | 48,391 | 3,858 | 0.18% | 0.19% | 476 | +2,126 | 4.6% | Q4 2025 | Jan 26, 2026 |
| Stirlingshire Investments, Inc. | History | New | 48,211 | 3,843 | 3.41% | — | 477 | +48,211 | New | Q4 2025 | Feb 11, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 47,571 | 3,792 | 1.35% | 1.23% | 478 | +1,426 | 3.09% | Q4 2025 | Feb 03, 2026 |
| Farrell Financial LLC | History | Added to | 47,546 | 3,790 | 2.24% | 2.32% | 479 | +1,316 | 2.85% | Q4 2025 | Jan 12, 2026 |
| Greenline Partners, LLC | History | Added to | 47,401 | 3,779 | 0.43% | 0.45% | 480 | +881 | 1.89% | Q4 2025 | Feb 17, 2026 |
| Fiduciary Group, LLC | History | Reduced | 47,304 | 3,771 | 0.32% | 0.34% | 481 | -1,497 | -3.07% | Q4 2025 | Feb 12, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 47,188 | 3,762 | 0.05% | 0.06% | 482 | -4,457 | -8.63% | Q4 2025 | Feb 09, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 46,720 | 3,725 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 46,706 | 3,723 | 0.1% | 0.12% | 484 | -10,987 | -19.04% | Q4 2025 | Jan 28, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Reduced | 46,614 | 3,716 | 0.68% | 0.94% | 485 | -15,356 | -24.78% | Q4 2025 | Jan 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 46,605 | 3,715 | 0.08% | 0.05% | 486 | +17,918 | 62.46% | Q4 2025 | Feb 02, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 46,528 | 3,709 | 1.12% | 1.05% | 487 | +4,723 | 11.3% | Q4 2025 | Jan 27, 2026 |
| Guardian Wealth Management, Inc. | History | Added to | 46,038 | 3,670 | 2.16% | 1.77% | 488 | +8,491 | 22.61% | Q4 2025 | Feb 13, 2026 |
| Windward Private Wealth Management Inc. | History | Added to | 45,898 | 3,659 | 1.27% | 1.21% | 489 | +2,050 | 4.68% | Q4 2025 | Feb 02, 2026 |
| TriaGen Wealth Management LLC | History | Reduced | 45,243 | 3,607 | 0.93% | 0.94% | 490 | -37 | -0.08% | Q4 2025 | Jan 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 45,223 | 3,605 | 0.09% | 0.08% | 491 | +7,294 | 19.23% | Q4 2025 | Jan 23, 2026 |
| CULBERTSON A N & CO INC | History | Added to | 45,158 | 3,600 | 0.49% | 0.51% | 492 | +396 | 0.88% | Q4 2025 | Jan 21, 2026 |
| Brucke Financial, Inc. | History | Added to | 44,904 | 3,580 | 1.96% | 1.91% | 493 | +4,066 | 9.96% | Q4 2025 | Jan 12, 2026 |
| Rathbones Group PLC | History | Added to | 44,799 | 3,571 | 0.01% | 0.01% | 494 | +10,073 | 29.01% | Q4 2025 | Feb 06, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 44,601 | 3,556 | 0.2% | 0.22% | 495 | -3,632 | -7.53% | Q4 2025 | Jan 29, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 44,263 | 3,529 | 1.72% | 1.71% | 496 | +922 | 2.13% | Q4 2025 | Feb 09, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 44,192 | 3,523 | 1.27% | 1.33% | 497 | -1,944 | -4.21% | Q4 2025 | Jan 22, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 44,150 | 3,520 | 0.26% | 0.4% | 498 | -20,000 | -31.18% | Q4 2025 | Feb 13, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 42,935 | 3,423 | 1.78% | 1.83% | 499 | +332 | 0.78% | Q4 2025 | Jan 29, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 42,632 | 3,399 | 0.15% | 0.15% | 500 | +2,271 | 5.63% | Q4 2025 | Jan 29, 2026 |
| TruWealth Advisors, LLC | History | Added to | 42,363 | 3,377 | 0.17% | 0.15% | 501 | +5,357 | 14.48% | Q4 2025 | Jan 07, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 41,878 | 3,338 | 0.22% | 0.23% | 502 | -1,023 | -2.38% | Q4 2025 | Jan 26, 2026 |
| VICUS CAPITAL | History | Added to | 41,772 | 3,330 | 0.25% | 0.25% | 503 | +1,039 | 2.55% | Q4 2025 | Jan 22, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 41,640 | 3,319 | 0.09% | 0.31% | 504 | -91,140 | -68.64% | Q4 2025 | Feb 13, 2026 |
| WEIK CAPITAL MANAGEMENT | History | Reduced | 41,588 | 3,315 | 1.24% | 1.29% | 505 | -1,638 | -3.79% | Q4 2025 | Feb 11, 2026 |
| Pacific Park Financial, Inc. | History | New | 41,301 | 3,292 | 2.06% | — | 506 | +41,301 | New | Q4 2025 | Jan 30, 2026 |
| WESBANCO BANK INC | History | Added to | 41,080 | 3,275 | 0.09% | 0.07% | 507 | +11,318 | 38.03% | Q4 2025 | Feb 03, 2026 |
| Total Wealth Planning, LLC | History | Reduced | 41,054 | 3,273 | 7.0% | 5.98% | 508 | -605,322 | -93.65% | Q4 2025 | Feb 13, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 41,012 | 3,269 | 0.11% | 0.11% | 509 | -525 | -1.26% | Q4 2025 | Feb 11, 2026 |
| Intelligent Financial Strategies | History | Reduced | 40,667 | 3,242 | 1.56% | 1.59% | 510 | -319 | -0.78% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 40,650 | 3,241 | 0.04% | 0.08% | 511 | -48,687 | -54.5% | Q4 2025 | Feb 11, 2026 |
| J.Safra Asset Management Corp | History | Added to | 40,515 | 3,230 | 0.17% | 0.17% | 512 | +5,482 | 15.65% | Q4 2025 | Feb 11, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 40,355 | 3,217 | 0.31% | 0.32% | 513 | -1,322 | -3.17% | Q4 2025 | Jan 29, 2026 |
| EQUITY INVESTMENT CORP | History | Added to | 40,361 | 3,217 | 0.06% | 0.07% | 514 | +1,075 | 2.74% | Q4 2025 | Feb 12, 2026 |
| Capasso Planning Partners LLC | History | Added to | 40,313 | 3,214 | 1.76% | 1.87% | 515 | +2,109 | 5.52% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 39,958 | 3,185 | 0.0% | — | 516 | +39,958 | New | Q4 2025 | Feb 13, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 39,811 | 3,174 | 0.4% | 0.4% | 517 | +1,254 | 3.25% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 39,683 | 3,163 | 0.15% | 0.1% | 518 | +9,748 | 32.56% | Q4 2025 | Jan 21, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 39,627 | 3,159 | 0.42% | 0.44% | 519 | -663 | -1.65% | Q4 2025 | Jan 30, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Added to | 39,592 | 3,156 | 2.04% | 2.03% | 520 | +1,018 | 2.64% | Q4 2025 | Jan 29, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 39,543 | 3,152 | 0.26% | 0.29% | 521 | -1,352 | -3.31% | Q4 2025 | Feb 09, 2026 |
| Wedmont Private Capital | History | Added to | 39,420 | 3,146 | 0.11% | 0.11% | 522 | +1,627 | 4.31% | Q4 2025 | Jan 08, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 39,348 | 3,137 | 2.01% | 2.09% | 523 | +1,036 | 2.7% | Q4 2025 | Feb 10, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 39,183 | 3,127 | 0.04% | 0.03% | 524 | +8,184 | 26.4% | Q4 2025 | Feb 03, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 38,949 | 3,105 | 0.01% | 0.02% | 525 | -12,080 | -23.67% | Q4 2025 | Feb 06, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 38,821 | 3,095 | 1.98% | 1.97% | 526 | +1,286 | 3.43% | Q4 2025 | Feb 11, 2026 |
| Forza Wealth Management, LLC | History | Reduced | 38,811 | 3,094 | 1.12% | 1.23% | 527 | -1,460 | -3.63% | Q4 2025 | Feb 02, 2026 |
| Kastel Capital Advisors, LLC | History | New | 38,633 | 3,080 | 1.89% | — | 528 | +38,633 | New | Q4 2025 | Feb 18, 2026 |
| Asset Allocation & Management Company, LLC | History | Reduced | 38,470 | 3,067 | 1.22% | 1.47% | 529 | -5,017 | -11.54% | Q4 2025 | Jan 12, 2026 |
| SSA SWISS ADVISORS AG | History | Reduced | 38,142 | 3,041 | 1.42% | 1.85% | 530 | -11,824 | -23.66% | Q4 2025 | Feb 26, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 38,131 | 3,040 | 0.0% | 0.0% | 531 | -55,723 | -59.37% | Q4 2025 | Feb 17, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | Reduced | 38,014 | 3,030 | 4.59% | 4.25% | 532 | -169 | -0.44% | Q4 2025 | Feb 06, 2026 |
| IBEX WEALTH ADVISORS | History | Added to | 37,907 | 3,022 | 0.3% | 0.29% | 533 | +340 | 0.91% | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 37,846 | 3,017 | 0.06% | 0.07% | 534 | -9,046 | -19.29% | Q4 2025 | Feb 04, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 37,844 | 3,017 | 0.22% | 0.24% | 535 | -286 | -0.75% | Q4 2025 | Jan 29, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 37,812 | 3,014 | 0.37% | 0.36% | 536 | +317 | 0.85% | Q4 2025 | Jan 07, 2026 |
| Avant Financial Advisors LLC | History | Added to | 37,742 | 3,009 | 2.16% | 2.22% | 537 | +836 | 2.27% | Q4 2025 | Jan 15, 2026 |
| BLUELINE ADVISORS LLC | History | New | 37,600 | 2,997 | 2.45% | — | 539 | +37,600 | New | Q4 2025 | Feb 10, 2026 |
| Axos Invest Inc. | History | Reduced | 37,596 | 2,997 | 2.2% | 2.27% | 538 | -282 | -0.74% | Q4 2025 | Jan 23, 2026 |
| Coston, McIsaac & Partners | History | Added to | 37,186 | 2,964 | 0.69% | 0.7% | 540 | +217 | 0.59% | Q4 2025 | Feb 03, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 37,112 | 2,963 | 0.07% | 0.08% | 541 | -1,417 | -3.68% | Q4 2025 | Jan 28, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 36,938 | 2,945 | 0.87% | 0.93% | 542 | -488 | -1.3% | Q4 2025 | Jan 21, 2026 |
| Ramsay, Stattman, Vela & Price, Inc. | History | Added to | 36,560 | 2,914 | 0.52% | 0.51% | 543 | +1,128 | 3.18% | Q4 2025 | Jan 23, 2026 |
| Agate Pass Investment Management, LLC | History | Added to | 36,400 | 2,902 | 1.08% | 1.09% | 544 | +500 | 1.39% | Q4 2025 | Jan 08, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 36,295 | 2,893 | 2.7% | 2.39% | 545 | +4,315 | 13.49% | Q4 2025 | Jan 16, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 36,289 | 2,890 | 0.4% | 0.41% | 546 | +4,204 | 13.1% | Q4 2025 | Jan 21, 2026 |
| HEADINVEST, LLC | History | Reduced | 36,247 | 2,889 | 0.57% | 0.61% | 547 | -825 | -2.23% | Q4 2025 | Feb 02, 2026 |
| Cloud Capital Management, LLC | History | Added to | 36,020 | 2,871 | 1.36% | 1.43% | 548 | +2,144 | 6.33% | Q4 2025 | Feb 12, 2026 |
| StoneX Group Inc. | History | Added to | 35,991 | 2,869 | 0.12% | 0.04% | 549 | +24,748 | 220.12% | Q4 2025 | Feb 12, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 35,952 | 2,866 | 0.8% | 0.69% | 550 | +6,229 | 20.96% | Q4 2025 | Jan 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 35,831 | 2,856 | 0.0% | 0.0% | 551 | +21,376 | 147.88% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 35,310 | 2,815 | 0.04% | 0.04% | 552 | +1,271 | 3.73% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 35,198 | 2,806 | 0.76% | 0.0% | 553 | +35,108 | 39008.89% | Q4 2025 | Feb 09, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 35,133 | 2,801 | 0.05% | — | 554 | +35,133 | New | Q4 2025 | Feb 13, 2026 |
| Continuum Advisory, LLC | History | Added to | 34,886 | 2,781 | 0.28% | 0.28% | 555 | +1,597 | 4.8% | Q4 2025 | Feb 11, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 34,759 | 2,771 | 1.45% | 1.48% | 556 | -403 | -1.15% | Q4 2025 | Feb 10, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Reduced | 34,721 | 2,768 | 0.63% | 0.68% | 557 | -99 | -0.28% | Q4 2025 | Feb 11, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 34,673 | 2,764 | 0.09% | 0.07% | 558 | +4,966 | 16.72% | Q4 2025 | Jan 13, 2026 |
| Foster Group, Inc. | History | Added to | 34,558 | 2,755 | 0.08% | 0.08% | 559 | +699 | 2.06% | Q4 2025 | Jan 12, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 34,389 | 2,741 | 0.3% | 0.3% | 560 | +151 | 0.44% | Q4 2025 | Jan 29, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 34,370 | 2,740 | 0.02% | 0.02% | 561 | +6,082 | 21.5% | Q4 2025 | Jan 28, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 34,267 | 2,732 | 0.2% | 0.17% | 562 | +4,789 | 16.25% | Q4 2025 | Feb 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 34,222 | 2,728 | 0.04% | 0.03% | 563 | +11,037 | 47.6% | Q4 2025 | Jan 30, 2026 |
| Modus Advisors, LLC | History | Added to | 34,107 | 2,719 | 0.72% | 0.73% | 564 | +651 | 1.95% | Q4 2025 | Feb 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 33,682 | 2,685 | 0.1% | 0.1% | 565 | -986 | -2.84% | Q4 2025 | Feb 02, 2026 |
| Five Pine Wealth Management | History | Added to | 33,452 | 2,667 | 1.71% | 1.66% | 566 | +2,772 | 9.04% | Q4 2025 | Jan 21, 2026 |
| SIMS INVESTMENT MANAGEMENT, LLC | History | Added to | 33,458 | 2,667 | 0.94% | 0.93% | 567 | +1,309 | 4.07% | Q4 2025 | Jan 16, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 33,078 | 2,637 | 0.77% | — | 568 | +33,078 | New | Q4 2025 | Mar 19, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 33,061 | 2,635 | 0.11% | 0.14% | 569 | -8,871 | -21.16% | Q4 2025 | Feb 10, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 32,870 | 2,620 | 1.43% | 1.28% | 570 | +4,417 | 15.52% | Q4 2025 | Jan 23, 2026 |
| Clear Retirement Advice LLC | History | New | 32,538 | 2,593 | 2.02% | — | 571 | +32,538 | New | Q4 2025 | Feb 24, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 32,436 | 2,586 | 0.35% | 0.79% | 572 | -178 | -0.55% | Q4 2025 | Feb 17, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 32,408 | 2,585 | 0.58% | 0.63% | 574 | +662 | 2.09% | Q4 2025 | Feb 17, 2026 |
| Hirtle Callaghan & Co LLC | History | No change | 32,423 | 2,585 | 0.09% | 0.09% | 573 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| McDonough Capital Management, Inc | History | Reduced | 32,299 | 2,575 | 1.26% | 1.31% | 575 | -281 | -0.86% | Q4 2025 | Feb 12, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 32,175 | 2,565 | 0.08% | 0.09% | 576 | -988 | -2.98% | Q4 2025 | Jan 06, 2026 |
| HB Wealth Management, LLC | History | Added to | 32,089 | 2,558 | 0.02% | 0.02% | 577 | +2,968 | 10.19% | Q4 2025 | Jan 28, 2026 |
| Jacobi Capital Management LLC | History | Added to | 31,973 | 2,549 | 0.15% | 0.15% | 578 | +1,301 | 4.24% | Q4 2025 | Feb 13, 2026 |
| North Forty Two & Co. | History | Added to | 31,859 | 2,540 | 2.4% | 2.27% | 579 | +2,788 | 9.59% | Q4 2025 | Feb 09, 2026 |
| Cadence Bank | History | Added to | 31,810 | 2,536 | 0.15% | 0.14% | 580 | +3,533 | 12.49% | Q4 2025 | Jan 30, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 31,743 | 2,530 | 0.09% | 0.1% | 581 | +660 | 2.12% | Q4 2025 | Jan 28, 2026 |
| Ancora Advisors LLC | History | Reduced | 31,550 | 2,515 | 0.05% | 0.05% | 582 | -152 | -0.48% | Q4 2025 | Feb 17, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 31,278 | 2,493 | 0.89% | 1.04% | 583 | -2,524 | -7.47% | Q4 2025 | Feb 13, 2026 |
| 4WEALTH ADVISORS, INC. | History | Added to | 31,239 | 2,490 | 2.12% | 2.2% | 584 | +420 | 1.36% | Q4 2025 | Jan 21, 2026 |
| SYKON CAPITAL LLC | History | Reduced | 31,191 | 2,486 | 0.8% | 1.12% | 585 | -10,673 | -25.49% | Q4 2025 | Feb 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 31,015 | 2,472 | 0.09% | 0.09% | 586 | +1,340 | 4.52% | Q4 2025 | Jan 21, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Reduced | 30,997 | 2,471 | 1.96% | 2.15% | 587 | -2,677 | -7.95% | Q4 2025 | Jan 16, 2026 |
| Hegarty Advisors, LLC | History | New | 30,960 | 2,468 | 2.14% | — | 588 | +30,960 | New | Q4 2025 | Jan 29, 2026 |
| LifeWealth Investments, LLC | History | Added to | 30,870 | 2,461 | 0.78% | 0.71% | 589 | +3,994 | 14.86% | Q4 2025 | Jan 26, 2026 |
| Transcendent Capital Group LLC | History | Added to | 30,812 | 2,456 | 1.11% | 1.07% | 590 | +879 | 2.94% | Q4 2025 | Jan 26, 2026 |
| Insight Inv LLC | History | Added to | 30,627 | 2,441 | 1.37% | 1.42% | 591 | +435 | 1.44% | Q4 2025 | Feb 06, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 30,439 | 2,426 | 0.03% | 0.03% | 592 | -915 | -2.92% | Q4 2025 | Feb 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 30,019 | 2,393 | 0.03% | 0.03% | 593 | -902 | -2.92% | Q4 2025 | Feb 12, 2026 |
| REGIONS FINANCIAL CORP | History | New | 29,920 | 2,385 | 0.02% | — | 594 | +29,920 | New | Q4 2025 | Jan 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 29,883 | 2,382 | 0.01% | 0.01% | 595 | +396 | 1.34% | Q4 2025 | Feb 12, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 29,796 | 2,375 | 1.47% | 1.46% | 596 | +722 | 2.48% | Q4 2025 | Jan 14, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 29,487 | 2,350 | 0.34% | 0.4% | 597 | -450 | -1.5% | Q4 2025 | Feb 04, 2026 |
| Winter & Associates, Inc. | History | New | 29,388 | 2,343 | 2.17% | — | 598 | +29,388 | New | Q4 2025 | Feb 13, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 29,076 | 2,318 | 0.4% | 0.33% | 599 | +5,012 | 20.83% | Q4 2025 | Jan 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 29,048 | 2,315 | 0.16% | — | 600 | +29,048 | New | Q4 2025 | Feb 03, 2026 |
| ASSETMARK, INC | History | Reduced | 28,953 | 2,308 | 0.0% | 0.02% | 601 | -71,491 | -71.17% | Q4 2025 | Jan 23, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Added to | 28,912 | 2,305 | 0.61% | 0.62% | 602 | +405 | 1.42% | Q4 2025 | Feb 05, 2026 |
| ETF Store, Inc. | History | Added to | 28,794 | 2,295 | 2.34% | 2.24% | 603 | +2,319 | 8.76% | Q4 2025 | Jan 22, 2026 |
| GREENBERG FINANCIAL GROUP | History | New | 28,359 | 2,261 | 0.93% | — | 604 | +28,359 | New | Q4 2025 | Jan 22, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | No change | 28,315 | 2,257 | 1.13% | 1.27% | 605 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 28,275 | 2,254 | 0.96% | 3.95% | 606 | -89,473 | -75.99% | Q4 2025 | Feb 10, 2026 |
| Sagace Wealth Management LLC | History | Added to | 28,215 | 2,249 | 1.53% | 1.52% | 607 | +256 | 0.92% | Q4 2025 | Feb 02, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 28,123 | 2,242 | 0.01% | 0.01% | 608 | +3,097 | 12.38% | Q4 2025 | Jan 27, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 28,116 | 2,241 | 0.33% | 0.16% | 609 | +14,961 | 113.73% | Q4 2025 | Feb 10, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 28,067 | 2,237 | 1.49% | 1.72% | 610 | +890 | 3.27% | Q4 2025 | Feb 09, 2026 |
| Spire Wealth Management | History | Added to | 28,001 | 2,232 | 0.07% | 0.07% | 611 | +946 | 3.5% | Q4 2025 | Jan 14, 2026 |
| Martin Capital Advisors, LLP | History | Reduced | 27,860 | 2,221 | 1.3% | 1.37% | 612 | -510 | -1.8% | Q4 2025 | Jan 26, 2026 |
| Virtue Capital Management, LLC | History | Added to | 27,767 | 2,214 | 0.34% | 0.11% | 613 | +15,518 | 126.69% | Q4 2025 | Feb 18, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 27,680 | 2,206 | 0.15% | 0.06% | 614 | +16,255 | 142.28% | Q4 2025 | Jan 08, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 27,612 | 2,201 | 1.99% | — | 615 | +27,612 | New | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 27,610 | 2,201 | 0.03% | 0.04% | 616 | +191 | 0.7% | Q4 2025 | Jan 13, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Added to | 27,493 | 2,192 | 0.18% | 0.14% | 617 | +7,590 | 38.13% | Q4 2025 | Feb 09, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 27,406 | 2,185 | 0.13% | 0.1% | 618 | -360 | -1.3% | Q4 2025 | Jan 30, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Added to | 27,303 | 2,176 | 0.37% | 0.37% | 619 | +626 | 2.35% | Q4 2025 | Jan 21, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 27,025 | 2,154 | 1.01% | 1.0% | 621 | +486 | 1.83% | Q4 2025 | Jan 26, 2026 |
| Narus Financial Partners, LLC | History | Added to | 27,017 | 2,154 | 0.59% | 0.59% | 620 | +43 | 0.16% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 26,785 | 2,135 | 0.22% | 0.29% | 622 | -4,478 | -14.32% | Q4 2025 | Feb 13, 2026 |
| Independent Advisor Alliance | History | Reduced | 26,728 | 2,131 | 0.05% | 0.06% | 623 | -3,479 | -11.52% | Q4 2025 | Feb 04, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 26,494 | 2,112 | 0.52% | 0.6% | 624 | -3,273 | -11.0% | Q4 2025 | Feb 03, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 26,458 | 2,109 | 0.28% | 0.27% | 625 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| PALLADIEM, LLC | History | New | 26,376 | 2,105 | 2.0% | — | 626 | +26,376 | New | Q4 2025 | Feb 11, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 26,266 | 2,094 | 0.27% | 0.26% | 628 | +1,499 | 6.05% | Q4 2025 | Jan 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 26,272 | 2,094 | 0.08% | 0.08% | 627 | +1,372 | 5.51% | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 25,962 | 2,069 | 0.05% | 0.05% | 629 | -1,658 | -6.0% | Q4 2025 | Feb 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 25,923 | 2,066 | 0.23% | 0.29% | 630 | -5,928 | -18.61% | Q4 2025 | Jan 20, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 25,797 | 2,056 | 0.05% | 0.06% | 631 | -309 | -1.18% | Q4 2025 | Feb 17, 2026 |
| Chemistry Wealth Management LLC | History | Reduced | 25,613 | 2,042 | 0.38% | 0.4% | 632 | -489 | -1.87% | Q4 2025 | Jan 06, 2026 |
| Tidal Investments LLC | History | No change | 25,539 | 2,036 | 0.0% | 0.0% | 633 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | No change | 25,526 | 2,035 | 1.7% | 1.83% | 634 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Valley Financial Group, Inc. | History | Reduced | 25,274 | 2,015 | 1.13% | 1.68% | 635 | -11,704 | -31.65% | Q4 2025 | Feb 18, 2026 |
| Essex Financial Services, Inc. | History | Added to | 25,096 | 2,000 | 0.11% | 0.12% | 636 | +888 | 3.67% | Q4 2025 | Feb 10, 2026 |
| Prosperity Advisers, LLC | History | New | 24,941 | 1,988 | 1.64% | — | 638 | +24,941 | New | Q4 2025 | Jan 23, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 24,934 | 1,988 | 0.51% | 0.56% | 637 | -673 | -2.63% | Q4 2025 | Jan 23, 2026 |
| CGN Advisors LLC | History | Added to | 24,865 | 1,982 | 0.16% | 0.16% | 639 | +1,069 | 4.49% | Q4 2025 | Jan 05, 2026 |
| GeoWealth Management, LLC | History | Added to | 24,827 | 1,979 | 0.07% | 0.04% | 640 | +12,178 | 96.28% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Financial Management LLC | History | New | 24,812 | 1,978 | 1.86% | — | 641 | +24,812 | New | Q4 2025 | Feb 13, 2026 |
| IFG Advisors, LLC | History | Added to | 24,788 | 1,976 | 0.33% | 0.2% | 642 | +9,755 | 64.89% | Q4 2025 | Jan 13, 2026 |
| Compass Financial Group, Inc. | History | No change | 24,783 | 1,975 | 0.87% | 0.89% | 643 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 24,547 | 1,957 | 0.24% | 0.25% | 644 | +43 | 0.18% | Q4 2025 | Jan 13, 2026 |
| London & Capital Asset Management Ltd | History | New | 24,403 | 1,945 | 0.02% | — | 645 | +24,403 | New | Q4 2025 | Feb 17, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 24,387 | 1,944 | 0.13% | 0.24% | 646 | -19,142 | -43.98% | Q4 2025 | Apr 02, 2026 |
| US BANCORP \DE\ | History | Added to | 24,252 | 1,933 | 0.0% | 0.0% | 647 | +1,270 | 5.53% | Q4 2025 | Jan 30, 2026 |
| Saba Capital Management, L.P. | History | New | 24,140 | 1,924 | 0.06% | — | 648 | +24,140 | New | Q4 2025 | Feb 17, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 24,052 | 1,919 | 0.0% | — | 649 | +24,052 | New | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 24,072 | 1,919 | 0.09% | 0.16% | 650 | +2,821 | 13.27% | Q4 2025 | Feb 17, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 24,065 | 1,918 | 0.35% | 0.35% | 651 | +1,930 | 8.72% | Q4 2025 | Feb 06, 2026 |
| Cumberland Partners Ltd | History | No change | 24,000 | 1,913 | 0.12% | 0.13% | 652 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Carr Financial Group Corp | History | Reduced | 23,956 | 1,910 | 0.51% | 0.56% | 653 | -1,437 | -5.66% | Q4 2025 | Jan 09, 2026 |
| MBE Wealth Management, LLC | History | Added to | 23,813 | 1,898 | 0.79% | 0.82% | 654 | +8 | 0.03% | Q4 2025 | Jan 21, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 23,790 | 1,896 | 0.39% | 0.46% | 655 | -2,765 | -10.41% | Q4 2025 | Jan 05, 2026 |
| Storen Legacy Partners, LLC | History | New | 23,752 | 1,893 | 0.59% | — | 656 | +23,752 | New | Q4 2025 | Mar 05, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 23,563 | 1,878 | 0.29% | 0.14% | 657 | +13,048 | 124.09% | Q4 2025 | Feb 06, 2026 |
| Factorial Partners, LLC | History | Reduced | 23,500 | 1,873 | 1.24% | 3.5% | 658 | -40,200 | -63.11% | Q4 2025 | Feb 10, 2026 |
| Level Wealth Management LLC | History | Added to | 23,469 | 1,871 | 0.96% | 0.95% | 659 | +916 | 4.06% | Q4 2025 | Feb 02, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 23,281 | 1,856 | 0.19% | 0.19% | 660 | +369 | 1.61% | Q4 2025 | Feb 12, 2026 |
| Aries Wealth Management | History | Reduced | 23,187 | 1,848 | 0.41% | 0.44% | 661 | -60 | -0.26% | Q4 2025 | Jan 30, 2026 |
| Gordian Advisors LLC | History | Added to | 23,157 | 1,846 | 1.22% | 1.23% | 662 | +258 | 1.13% | Q4 2025 | Feb 09, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | Added to | 23,026 | 1,835 | 1.19% | 1.25% | 663 | +20 | 0.09% | Q4 2025 | Jan 14, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 22,958 | 1,830 | 0.21% | 0.2% | 664 | +3,695 | 19.18% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 22,900 | 1,825 | 0.01% | 0.01% | 665 | +3,522 | 18.18% | Q4 2025 | Feb 11, 2026 |
| Alta Wealth Advisors LLC | History | Added to | 22,856 | 1,822 | 0.61% | 0.65% | 666 | +2 | 0.01% | Q4 2025 | Feb 03, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 22,574 | 1,799 | 0.04% | 0.04% | 667 | +267 | 1.2% | Q4 2025 | Jan 14, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | Added to | 22,460 | 1,790 | 0.88% | 0.4% | 668 | +11,654 | 107.85% | Q4 2025 | Feb 17, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 22,401 | 1,786 | 0.76% | 0.76% | 669 | +371 | 1.68% | Q4 2025 | Jan 22, 2026 |
| Stonekeep Investments, LLC | History | Reduced | 22,152 | 1,766 | 1.13% | 1.19% | 670 | -1,409 | -5.98% | Q4 2025 | Jan 07, 2026 |
| Clear Point Advisors Inc. | History | Added to | 22,001 | 1,754 | 1.36% | 1.28% | 671 | +1,380 | 6.69% | Q4 2025 | Feb 10, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 21,855 | 1,742 | 0.41% | 0.37% | 672 | +2,243 | 11.44% | Q4 2025 | Feb 05, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 21,682 | 1,728 | 0.22% | 0.21% | 673 | +1,593 | 7.93% | Q4 2025 | Feb 13, 2026 |
| GM Advisory Group, LLC | History | Reduced | 21,500 | 1,714 | 0.07% | 0.07% | 674 | -268 | -1.23% | Q4 2025 | Feb 13, 2026 |
| SCS Capital Management LLC | History | No change | 21,234 | 1,692 | 0.02% | 0.02% | 675 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 21,184 | 1,689 | 0.02% | 0.02% | 676 | -437 | -2.02% | Q4 2025 | Feb 09, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 21,081 | 1,680 | 0.84% | 0.82% | 678 | +2,285 | 12.16% | Q4 2025 | Feb 11, 2026 |
| PKS Advisory Services, LLC | History | Added to | 21,077 | 1,680 | 0.38% | 0.34% | 677 | +959 | 4.77% | Q4 2025 | Feb 02, 2026 |
| GTS SECURITIES LLC | History | Added to | 21,001 | 1,674 | 0.06% | 0.04% | 679 | +8,574 | 68.99% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 22,741 | 1,658 | 0.04% | 0.04% | 680 | -257 | -1.12% | Q4 2025 | Feb 11, 2026 |
| Bakala Capital LLC | History | Added to | 20,754 | 1,654 | 7.82% | 8.77% | 681 | +433 | 2.13% | Q4 2025 | Feb 13, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 20,592 | 1,642 | 0.1% | 0.13% | 682 | -4,847 | -19.05% | Q4 2025 | Feb 13, 2026 |
| CVA Family Office, LLC | History | Reduced | 20,527 | 1,636 | 0.19% | 0.23% | 683 | -1,363 | -6.23% | Q4 2025 | Jan 12, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 20,418 | 1,627 | 0.12% | 0.12% | 684 | +1,044 | 5.39% | Q4 2025 | Feb 03, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 20,175 | 1,608 | 0.35% | 0.36% | 685 | +730 | 3.75% | Q4 2025 | Jan 20, 2026 |
| TBH Global Asset Management, LLC | History | New | 19,181 | 1,606 | 0.27% | — | 686 | +19,181 | New | Q4 2025 | Jan 29, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 20,149 | 1,606 | 0.76% | 0.76% | 687 | +569 | 2.91% | Q4 2025 | Jan 21, 2026 |
| Friedenthal Financial | History | Added to | 19,993 | 1,594 | 0.82% | 0.76% | 688 | +1,683 | 9.19% | Q4 2025 | Jan 27, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 19,818 | 1,580 | 0.29% | 0.31% | 689 | -1,477 | -6.94% | Q4 2025 | Jan 27, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 19,743 | 1,574 | 0.08% | 0.08% | 690 | -50 | -0.25% | Q4 2025 | Feb 11, 2026 |
| Lido Advisors, LLC | History | Added to | 19,680 | 1,572 | 0.0% | 0.0% | 691 | +1,522 | 8.38% | Q4 2025 | Feb 10, 2026 |
| AXS Investments LLC | History | Reduced | 19,717 | 1,572 | 0.75% | 0.69% | 692 | -64 | -0.32% | Q4 2025 | Feb 10, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 19,667 | 1,568 | 0.39% | 0.35% | 693 | +3,639 | 22.7% | Q4 2025 | Feb 13, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Added to | 19,540 | 1,557 | 0.49% | 0.44% | 694 | +2,754 | 16.41% | Q4 2025 | Feb 10, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 19,250 | 1,534 | 0.3% | 0.3% | 695 | -350 | -1.79% | Q4 2025 | Feb 06, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 19,196 | 1,530 | 0.26% | — | 696 | +19,196 | New | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 19,159 | 1,527 | 0.05% | 0.06% | 697 | -2,638 | -12.1% | Q4 2025 | Feb 17, 2026 |
| Powell Investment Advisors, LLC | History | No change | 19,085 | 1,521 | 0.52% | 0.53% | 698 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 19,039 | 1,517 | 0.34% | 0.3% | 699 | +2,348 | 14.07% | Q4 2025 | Jan 12, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 19,007 | 1,515 | 0.55% | 0.56% | 700 | +29 | 0.15% | Q4 2025 | Jan 26, 2026 |
| Ramiah Investment Group | History | Added to | 18,995 | 1,514 | 1.48% | 1.44% | 701 | +755 | 4.14% | Q4 2025 | Jan 28, 2026 |
| Choate Investment Advisors | History | Reduced | 18,836 | 1,501 | 0.03% | 0.04% | 702 | -2,999 | -13.73% | Q4 2025 | Feb 09, 2026 |
| Vontobel Holding Ltd. | History | Added to | 18,808 | 1,499 | 0.0% | 0.0% | 704 | +271 | 1.46% | Q4 2025 | Feb 13, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 18,808 | 1,499 | 0.21% | 0.22% | 703 | -147 | -0.78% | Q4 2025 | Feb 06, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 18,743 | 1,497 | 0.57% | 0.73% | 705 | +8,384 | 80.93% | Q4 2025 | Feb 10, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 18,775 | 1,496 | 0.17% | 0.19% | 706 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 18,718 | 1,492 | 0.37% | 0.37% | 707 | +813 | 4.54% | Q4 2025 | Jan 23, 2026 |
| First County Bank /CT/ | History | No change | 18,635 | 1,485 | 0.78% | 0.76% | 708 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Empowered Funds, LLC | History | New | 18,615 | 1,484 | 0.03% | — | 709 | +18,615 | New | Q4 2025 | Feb 18, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 18,536 | 1,477 | 0.13% | — | 710 | +18,536 | New | Q4 2025 | Feb 13, 2026 |
| Berkshire Money Management, Inc. | History | Added to | 18,513 | 1,476 | 0.14% | 0.15% | 711 | +745 | 4.19% | Q4 2025 | Jan 27, 2026 |
| Simplicity Wealth,LLC | History | Added to | 18,306 | 1,459 | 0.09% | 0.07% | 712 | +2,263 | 14.11% | Q4 2025 | Jan 30, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 18,288 | 1,458 | 0.09% | 0.09% | 713 | +800 | 4.57% | Q4 2025 | Feb 04, 2026 |
| Cypress Capital, LLC | History | Reduced | 18,271 | 1,456 | 0.41% | 0.42% | 714 | -47 | -0.26% | Q4 2025 | Feb 06, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 18,225 | 1,453 | 0.39% | 0.37% | 715 | +782 | 4.48% | Q4 2025 | Jan 16, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 18,206 | 1,451 | 0.1% | 0.1% | 716 | +1 | 0.01% | Q4 2025 | Jan 16, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 18,197 | 1,450 | 0.12% | 0.24% | 718 | -17,751 | -49.38% | Q4 2025 | Feb 09, 2026 |
| Krilogy Financial LLC | History | Added to | 18,156 | 1,450 | 0.05% | 0.05% | 717 | +1,152 | 6.77% | Q4 2025 | Jan 27, 2026 |
| Round Rock Advisors LLC | History | Reduced | 18,113 | 1,444 | 0.22% | 0.24% | 719 | -528 | -2.83% | Q4 2025 | Jan 27, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 18,033 | 1,437 | 0.11% | 0.12% | 720 | -859 | -4.55% | Q4 2025 | Feb 04, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 17,953 | 1,431 | 0.14% | 0.11% | 721 | +3,588 | 24.98% | Q4 2025 | Jan 20, 2026 |
| MFA Wealth Services | History | Added to | 17,891 | 1,426 | 0.96% | 0.95% | 722 | +757 | 4.42% | Q4 2025 | Jan 15, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 17,869 | 1,424 | 0.05% | 0.04% | 723 | +2,795 | 18.54% | Q4 2025 | Feb 12, 2026 |
| Elite Financial, Inc. | History | Added to | 17,860 | 1,423 | 0.65% | 0.63% | 724 | +670 | 3.9% | Q4 2025 | Feb 12, 2026 |
| Clarity Wealth Development LLC | History | Added to | 17,810 | 1,419 | 1.2% | 1.19% | 725 | +1,410 | 8.6% | Q4 2025 | Feb 11, 2026 |
| Fortis Capital Management LLC | History | Reduced | 17,734 | 1,413 | 0.19% | 0.2% | 726 | -12 | -0.07% | Q4 2025 | Feb 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 17,700 | 1,411 | 0.93% | 1.56% | 727 | -12,734 | -41.84% | Q4 2025 | Feb 10, 2026 |
| Independence Bank of Kentucky | History | No change | 17,635 | 1,406 | 0.17% | 0.18% | 728 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| PDS Planning, Inc | History | Reduced | 17,568 | 1,400 | 0.09% | 0.1% | 729 | -788 | -4.29% | Q4 2025 | Jan 26, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 17,522 | 1,398 | 0.06% | 0.04% | 730 | +5,407 | 44.63% | Q4 2025 | Jan 09, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 17,455 | 1,391 | 0.12% | 0.13% | 731 | -1,793 | -9.32% | Q4 2025 | Feb 03, 2026 |
| BHK Investment Advisors, LLC | History | Reduced | 17,444 | 1,390 | 0.46% | 0.56% | 732 | -1,450 | -7.67% | Q4 2025 | Feb 03, 2026 |
| Exchange Bank | History | Added to | 17,427 | 1,389 | 0.96% | 0.93% | 733 | +574 | 3.41% | Q4 2025 | Jan 13, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 17,288 | 1,378 | 0.24% | 0.25% | 734 | -347 | -1.97% | Q4 2025 | Feb 02, 2026 |
| Cambridge Advisors Inc. | History | Added to | 17,278 | 1,377 | 0.26% | 0.27% | 735 | +74 | 0.43% | Q4 2025 | Jan 21, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 17,173 | 1,369 | 0.09% | 0.09% | 736 | -354 | -2.02% | Q4 2025 | Jan 21, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 16,867 | 1,344 | 0.19% | 0.21% | 737 | -1,750 | -9.4% | Q4 2025 | Jan 14, 2026 |
| Fullerton Advisors, LLC | History | New | 16,852 | 1,343 | 1.34% | — | 738 | +16,852 | New | Q4 2025 | Feb 02, 2026 |
| Crabel Capital Management, LLC | History | Added to | 16,693 | 1,330 | 1.01% | 0.72% | 739 | +6,618 | 65.69% | Q4 2025 | Feb 17, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 16,672 | 1,329 | 0.19% | 0.19% | 740 | +232 | 1.41% | Q4 2025 | Jan 26, 2026 |
| Nabity-Jensen Investment Management Inc | History | Added to | 16,659 | 1,328 | 0.9% | 0.89% | 741 | +606 | 3.77% | Q4 2025 | Jan 26, 2026 |
| BANK HAPOALIM BM | History | Added to | 16,486 | 1,314 | 0.11% | 0.16% | 742 | +252 | 1.55% | Q4 2025 | Feb 17, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 16,442 | 1,310 | 0.08% | 0.09% | 743 | +326 | 2.02% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 16,419 | 1,309 | 0.0% | 0.0% | 744 | +1,613 | 10.89% | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 16,398 | 1,307 | 0.01% | 0.01% | 745 | +636 | 4.04% | Q4 2025 | Feb 06, 2026 |
| EASTERN BANK | History | Added to | 16,390 | 1,306 | 0.02% | 0.01% | 746 | +6,900 | 72.71% | Q4 2025 | Jan 14, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | New | 16,320 | 1,301 | 0.85% | — | 747 | +16,320 | New | Q4 2025 | Feb 17, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 16,172 | 1,289 | 0.07% | 0.07% | 748 | -211 | -1.29% | Q4 2025 | Mar 04, 2026 |
| FMR LLC | History | Added to | 16,087 | 1,282 | 0.0% | 0.0% | 749 | +1,602 | 11.06% | Q4 2025 | Feb 17, 2026 |
| Evanson Asset Management, LLC | History | Added to | 16,050 | 1,279 | 0.07% | 0.04% | 750 | +6,722 | 72.06% | Q4 2025 | Jan 12, 2026 |
| BFSG, LLC | History | Added to | 16,050 | 1,279 | 0.12% | 0.11% | 751 | +1,232 | 8.31% | Q4 2025 | Jan 22, 2026 |
| Retirement Investment Advisors, Inc. | History | Reduced | 16,034 | 1,278 | 0.1% | 0.11% | 752 | -1,031 | -6.04% | Q4 2025 | Jan 21, 2026 |
| Brookstone Capital Management | History | Reduced | 16,012 | 1,276 | 0.01% | 0.02% | 753 | -1,934 | -10.78% | Q4 2025 | Jan 15, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 15,980 | 1,274 | 0.7% | 0.74% | 754 | +83 | 0.52% | Q4 2025 | Jan 30, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 15,974 | 1,273 | 0.03% | — | 755 | +15,974 | New | Q4 2025 | Feb 05, 2026 |
| Curi Capital, LLC | History | Added to | 15,916 | 1,268 | 0.02% | 0.02% | 756 | +358 | 2.3% | Q4 2025 | Feb 17, 2026 |
| KINTRA WEALTH, LLC | History | New | 15,856 | 1,264 | 0.18% | — | 757 | +15,856 | New | Q4 2025 | Feb 18, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 15,772 | 1,257 | 0.12% | 0.13% | 758 | -495 | -3.04% | Q4 2025 | Jan 23, 2026 |
| Blue Edge Capital, LLC | History | Added to | 15,643 | 1,247 | 0.17% | 0.06% | 759 | +10,150 | 184.78% | Q4 2025 | Feb 12, 2026 |
| Aegis Wealth Management LLC | History | Added to | 15,609 | 1,244 | 0.7% | 0.66% | 760 | +125 | 0.81% | Q4 2025 | Jan 14, 2026 |
| Stelac Advisory Services LLC | History | No change | 15,501 | 1,235 | 0.44% | 0.43% | 761 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ATX Financial Planning, LLC | History | New | 15,404 | 1,228 | 0.95% | — | 762 | +15,404 | New | Q4 2025 | Feb 19, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 15,328 | 1,222 | 0.08% | 0.09% | 763 | -673 | -4.21% | Q4 2025 | Jan 16, 2026 |
| New Insight Wealth Advisors | History | Added to | 15,315 | 1,221 | 0.44% | 0.44% | 764 | +595 | 4.04% | Q4 2025 | Feb 17, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 15,258 | 1,216 | 0.09% | 0.11% | 765 | +166 | 1.1% | Q4 2025 | Jan 28, 2026 |
| SHP Wealth Management | History | New | 15,117 | 1,205 | 0.09% | — | 766 | +15,117 | New | Q4 2025 | Mar 04, 2026 |
| Indivisible Partners | History | New | 15,090 | 1,203 | 0.13% | — | 767 | +15,090 | New | Q4 2025 | Feb 03, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 14,931 | 1,190 | 0.11% | 0.05% | 768 | +8,185 | 121.33% | Q4 2025 | Feb 12, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 14,894 | 1,187 | 0.32% | 0.08% | 770 | +11,089 | 291.43% | Q4 2025 | Feb 06, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 14,891 | 1,187 | 0.0% | 0.0% | 769 | +373 | 2.57% | Q4 2025 | Feb 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 14,879 | 1,186 | 0.0% | 0.0% | 771 | +6,430 | 76.1% | Q4 2025 | Feb 17, 2026 |
| Creekside Partners | History | Added to | 14,738 | 1,175 | 0.5% | 0.52% | 772 | +68 | 0.46% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 14,656 | 1,168 | 0.34% | 0.35% | 773 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Tillman Hartley LLC | History | No change | 14,649 | 1,167 | 0.29% | 0.3% | 774 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 14,534 | 1,158 | 0.09% | 0.33% | 775 | -44,024 | -75.18% | Q4 2025 | Jan 23, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | No change | 14,401 | 1,148 | 0.78% | 0.82% | 776 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bauman Advisory Group, LLC | History | New | 14,380 | 1,146 | 0.92% | — | 777 | +14,380 | New | Q4 2025 | Feb 20, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 14,352 | 1,144 | 0.91% | — | 778 | +14,352 | New | Q4 2025 | Feb 11, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 14,314 | 1,142 | 0.03% | 0.03% | 779 | -1,671 | -10.45% | Q4 2025 | Jan 08, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 14,300 | 1,140 | 0.0% | 0.0% | 780 | +1,600 | 12.6% | Q4 2025 | Feb 10, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 14,275 | 1,138 | 0.04% | 0.03% | 781 | +3,677 | 34.7% | Q4 2025 | Feb 13, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 14,279 | 1,137 | 0.4% | 0.48% | 782 | -351 | -2.4% | Q4 2025 | Feb 11, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 14,221 | 1,133 | 0.11% | 0.09% | 784 | +3,617 | 34.11% | Q4 2025 | Jan 26, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 14,213 | 1,133 | 0.07% | 0.07% | 783 | +374 | 2.7% | Q4 2025 | Feb 17, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 14,109 | 1,125 | 0.27% | 0.28% | 785 | +194 | 1.39% | Q4 2025 | Jan 21, 2026 |
| Algorithmic Investment Models, LLC | History | Reduced | 14,041 | 1,119 | 1.38% | 0.77% | 786 | -520 | -3.57% | Q4 2025 | Feb 10, 2026 |
| WULFF, HANSEN & CO. | History | Reduced | 13,945 | 1,111 | 0.93% | 1.0% | 787 | -592 | -4.07% | Q4 2025 | Feb 03, 2026 |
| M3 Wealth Management, LLC | History | New | 13,923 | 1,110 | 0.88% | — | 789 | +13,923 | New | Q4 2025 | Feb 09, 2026 |
| Northstar Financial Companies, Inc. | History | Added to | 13,923 | 1,110 | 0.88% | 0.84% | 788 | +2,520 | 22.1% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 13,884 | 1,107 | 0.0% | 0.0% | 790 | +11,276 | 432.36% | Q4 2025 | Feb 17, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 13,866 | 1,105 | 0.12% | 0.12% | 791 | +27 | 0.2% | Q4 2025 | Jan 28, 2026 |
| RoundAngle Advisors LLC | History | Added to | 13,850 | 1,104 | 0.8% | 0.85% | 792 | +64 | 0.46% | Q4 2025 | Jan 12, 2026 |
| WoodTrust Financial Corp | History | Added to | 13,750 | 1,096 | 0.13% | 0.1% | 793 | +3,752 | 37.53% | Q4 2025 | Jan 30, 2026 |
| VERITY Wealth Advisors | History | Added to | 13,618 | 1,085 | 0.67% | 0.68% | 794 | +47 | 0.35% | Q4 2025 | Jan 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 13,584 | 1,083 | 0.01% | 0.01% | 795 | -33 | -0.24% | Q4 2025 | Jan 20, 2026 |
| Lee Financial Co | History | New | 13,486 | 1,075 | 0.15% | — | 797 | +13,486 | New | Q4 2025 | Jan 22, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 13,494 | 1,075 | 0.11% | 0.1% | 798 | +1,316 | 10.81% | Q4 2025 | Feb 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 13,490 | 1,075 | 0.01% | 0.01% | 796 | -549 | -3.91% | Q4 2025 | Feb 05, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 13,385 | 1,068 | 0.24% | 0.23% | 801 | +366 | 2.81% | Q4 2025 | Feb 17, 2026 |
| Summit Global Investments | History | Added to | 13,396 | 1,068 | 0.06% | 0.06% | 799 | +68 | 0.51% | Q4 2025 | Feb 18, 2026 |