VANGUARD STAR FUNDS - VXUS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 14 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 87,491,307 | 6,600,342 | 0.1% | 0.09% | 1 | +3,056,564 | 3.62% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 19,938,014 | 1,504,123 | 0.11% | 0.1% | 2 | +464,955 | 2.39% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 16,494,667 | 1,244,357 | 0.07% | 0.05% | 3 | +4,651,939 | 39.28% | Q4 2025 | Feb 13, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 15,070,900 | 1,102,285 | 3.71% | 3.92% | 4 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 11,876,876 | 895,991 | 0.27% | 0.26% | 5 | -340,105 | -2.78% | Q4 2025 | Feb 10, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 11,030,823 | 832,165 | 27.27% | — | 6 | +11,030,823 | New | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 7,608,929 | 570,764 | 3.69% | 3.57% | 7 | +399,897 | 5.55% | Q4 2025 | Jan 28, 2026 |
| Cetera Investment Advisers | History | Added to | 6,538,984 | 493,286 | 0.54% | 0.56% | 8 | +4,832 | 0.07% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 6,359,382 | 479,752 | 1.27% | 1.29% | 9 | -22,229 | -0.35% | Q4 2025 | Feb 05, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 5,883,288 | 443,835 | 3.53% | 4.24% | 10 | -5,148,868 | -46.67% | Q4 2025 | Feb 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,152,926 | 388,736 | 2.78% | 0.05% | 11 | +5,054,456 | 5132.99% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,881,320 | 368,249 | 0.08% | 0.08% | 12 | +295,360 | 6.44% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 4,448,156 | 335,568 | 0.09% | 0.09% | 13 | +424,875 | 10.56% | Q4 2025 | Feb 11, 2026 |
| Sageworth Trust Co | History | Added to | 4,193,535 | 316,360 | 13.55% | 14.14% | 14 | +61,572 | 1.49% | Q4 2025 | Feb 03, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,177,145 | 315,122 | 0.05% | — | 15 | +4,177,145 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 4,000,968 | 301,833 | 0.05% | 0.04% | 16 | +185,711 | 4.87% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 3,731,609 | 281,512 | 0.04% | 0.06% | 17 | -1,893,544 | -33.66% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,427,396 | 258,562 | 0.28% | 0.27% | 18 | +146,434 | 4.46% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,191,019 | 247,697 | 0.34% | 0.35% | 19 | +96,809 | 3.13% | Q4 2025 | Jan 08, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,262,620 | 246,132 | 3.76% | 3.73% | 20 | +37,799 | 1.17% | Q4 2025 | Jan 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,009,514 | 227,037 | 0.04% | 0.04% | 21 | +279,214 | 10.23% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,919,774 | 220,267 | 0.07% | 0.07% | 22 | +144,784 | 5.22% | Q4 2025 | Feb 18, 2026 |
| Angeles Investment Advisors, LLC | History | Reduced | 2,842,794 | 214,460 | 14.31% | 15.94% | 23 | -460,984 | -13.95% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 2,648,030 | 199,767 | 0.09% | 0.08% | 24 | +303,871 | 12.96% | Q4 2025 | Feb 17, 2026 |
| Align Financial, LLC | History | New | 172,784 | 172,784 | 0.1% | — | 25 | +172,784 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 2,416,134 | 167,665 | 0.23% | 0.08% | 26 | +1,741,034 | 257.89% | Q4 2025 | Mar 09, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 2,102,710 | 158,628 | 8.41% | 8.58% | 27 | +15,960 | 0.76% | Q4 2025 | Feb 04, 2026 |
| First American Financial Corp | History | Added to | 2,090,160 | 157,681 | 42.23% | 38.87% | 28 | +475,840 | 29.48% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,068,356 | 156,054 | 0.23% | 0.21% | 29 | -30,641 | -1.46% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Added to | 1,990,771 | 150,183 | 0.36% | 0.24% | 30 | +383,923 | 23.89% | Q4 2025 | Feb 13, 2026 |
| Zhang Financial LLC | History | Added to | 1,880,287 | 141,848 | 5.29% | 5.19% | 31 | +139,713 | 8.03% | Q4 2025 | Feb 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,799,146 | 135,727 | 1.83% | 2.4% | 32 | +85,635 | 5.0% | Q4 2025 | Feb 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,762,670 | 132,975 | 0.13% | 0.13% | 33 | +79,846 | 4.74% | Q4 2025 | Feb 13, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 1,663,503 | 125,494 | 9.57% | 9.02% | 34 | +98,512 | 6.29% | Q4 2025 | Jan 23, 2026 |
| Cerity Partners LLC | History | Added to | 1,645,587 | 124,170 | 0.18% | 0.19% | 35 | +61,406 | 3.88% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 1,605,570 | 121,125 | 0.14% | 0.16% | 36 | +238,502 | 17.45% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 1,502,638 | 113,359 | 0.4% | 0.4% | 37 | +23,651 | 1.6% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,490,572 | 112,448 | 0.01% | 0.01% | 38 | +204,633 | 15.91% | Q4 2025 | Feb 11, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 1,480,151 | 111,662 | 3.26% | 3.04% | 39 | +29,521 | 2.04% | Q4 2025 | Feb 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,403,628 | 105,889 | 0.2% | 0.21% | 40 | +23,045 | 1.67% | Q4 2025 | Feb 17, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 1,392,855 | 105,076 | 5.79% | 5.8% | 41 | +106,115 | 8.25% | Q4 2025 | Feb 17, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 1,378,198 | 103,971 | 5.81% | 6.63% | 42 | -342,550 | -19.91% | Q4 2025 | Feb 06, 2026 |
| SENTINEL TRUST CO LBA | History | Added to | 1,364,993 | 102,975 | 10.14% | 9.3% | 43 | +122,221 | 9.83% | Q4 2025 | Jan 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,290,316 | 97,341 | 0.03% | 0.03% | 44 | -2,677 | -0.21% | Q4 2025 | Feb 17, 2026 |
| Gleason Group, Inc. | History | Added to | 1,268,372 | 95,685 | 9.38% | 8.98% | 45 | +51,753 | 4.25% | Q4 2025 | Jan 15, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 1,256,968 | 94,825 | 4.92% | 6.81% | 46 | -386,703 | -23.53% | Q4 2025 | Feb 06, 2026 |
| St. Louis Trust Co | History | Reduced | 1,205,345 | 90,931 | 10.43% | 11.14% | 47 | -11,328 | -0.93% | Q4 2025 | Feb 09, 2026 |
| Global Endowment Management, LP | History | Added to | 1,191,840 | 89,913 | 11.22% | 10.87% | 48 | +9,968 | 0.84% | Q4 2025 | Feb 13, 2026 |
| Penserra Capital Management LLC | History | Added to | 1,187,606 | 89,592 | 1.06% | 0.42% | 49 | +711,777 | 149.59% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,168,453 | 88,148 | 0.16% | 0.16% | 50 | +51,380 | 4.6% | Q4 2025 | Mar 16, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 1,146,159 | 86,466 | 4.6% | 4.56% | 51 | -44 | -0.0% | Q4 2025 | Feb 17, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 1,093,834 | 82,867 | 2.46% | 0.02% | 52 | +1,090,127 | 29407.26% | Q4 2025 | Feb 13, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 1,016,907 | 81,210 | 7.47% | 7.41% | 53 | -32,546 | -3.1% | Q4 2025 | Feb 02, 2026 |
| Provenance Wealth Advisors, LLC | History | Added to | 1,028,032 | 77,554 | 8.6% | 6.52% | 54 | +341,049 | 49.64% | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 984,363 | 74,260 | 0.07% | 0.06% | 55 | +18,799 | 1.95% | Q4 2025 | Feb 13, 2026 |
| GREENWOOD GEARHART INC | History | Added to | 981,146 | 74,017 | 4.07% | 4.0% | 56 | +36,903 | 3.91% | Q4 2025 | Feb 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 978,734 | 73,835 | 0.1% | 0.09% | 57 | +56,856 | 6.17% | Q4 2025 | Feb 12, 2026 |
| Dakota Wealth Management | History | Added to | 978,548 | 73,821 | 1.31% | 0.86% | 58 | +394,868 | 67.65% | Q4 2025 | Jan 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 962,753 | 72,630 | 0.22% | 0.2% | 59 | +45,157 | 4.92% | Q4 2025 | Feb 13, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 928,962 | 70,081 | 9.18% | 9.22% | 60 | +3,401 | 0.37% | Q4 2025 | Jan 12, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 890,978 | 67,215 | 18.65% | 18.6% | 61 | +114,039 | 14.68% | Q4 2025 | Jan 26, 2026 |
| Caprock Group, LLC | History | Added to | 886,642 | 66,888 | 1.41% | 1.43% | 62 | +72,480 | 8.9% | Q4 2025 | Jan 28, 2026 |
| Allen Investment Management, LLC | History | Added to | 864,310 | 65,203 | 0.72% | 0.48% | 63 | +276,204 | 46.97% | Q4 2025 | Feb 10, 2026 |
| AMG National Trust Bank | History | Added to | 847,317 | 63,921 | 1.5% | 1.33% | 64 | +100,069 | 13.39% | Q4 2025 | Jan 30, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 826,594 | 62,358 | 13.15% | 12.96% | 65 | +14,435 | 1.78% | Q4 2025 | Jan 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 820,740 | 61,916 | 0.01% | 0.01% | 66 | +15,780 | 1.96% | Q4 2025 | Mar 25, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 804,564 | 60,696 | 0.15% | 0.14% | 67 | +70,464 | 9.6% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 772,753 | 58,296 | 0.36% | 0.36% | 68 | -2,794 | -0.36% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 768,776 | 57,996 | 0.01% | 0.0% | 69 | +566,221 | 279.54% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 751,734 | 56,710 | 0.04% | 0.04% | 70 | +38,837 | 5.45% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 729,541 | 55,036 | 0.42% | 0.43% | 71 | +95 | 0.01% | Q4 2025 | Feb 12, 2026 |
| Haverford Trust Co | History | Reduced | 727,730 | 54,899 | 0.49% | 0.49% | 72 | -12,363 | -1.67% | Q4 2025 | Feb 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 724,739 | 54,674 | 2.19% | 2.16% | 73 | +691 | 0.1% | Q4 2025 | Jan 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 724,252 | 54,637 | 0.37% | 0.37% | 74 | +37,928 | 5.53% | Q4 2025 | Feb 17, 2026 |
| SAM Advisors, LLC | History | Reduced | 722,438 | 54,500 | 17.24% | 17.35% | 75 | -10,389 | -1.42% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 703,128 | 53,043 | 0.25% | 0.25% | 76 | +2,611 | 0.37% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 693,459 | 52,314 | 0.03% | 0.03% | 77 | +88,634 | 14.65% | Q4 2025 | Feb 10, 2026 |
| 25 LLC | History | Added to | 687,400 | 51,857 | 16.46% | 15.83% | 78 | +54,422 | 8.6% | Q4 2025 | Jan 15, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 674,934 | 50,917 | 7.46% | 7.95% | 79 | +35,317 | 5.52% | Q4 2025 | Feb 04, 2026 |
| Greenline Partners, LLC | History | Added to | 660,050 | 49,794 | 5.7% | 5.05% | 80 | +94,422 | 16.69% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 639,749 | 48,262 | 0.34% | 0.15% | 81 | +400,954 | 167.91% | Q4 2025 | Feb 18, 2026 |
| Efficient Advisors, LLC | History | Reduced | 638,958 | 48,202 | 2.81% | 2.69% | 82 | -11,283 | -1.74% | Q4 2025 | Jan 21, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 635,392 | 47,934 | 0.98% | 1.14% | 83 | -234,015 | -26.92% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Reduced | 621,820 | 46,910 | 0.19% | 0.18% | 84 | -22,671 | -3.52% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 596,961 | 45,034 | 0.19% | 0.26% | 85 | -188,937 | -24.04% | Q4 2025 | Feb 13, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 595,252 | 44,905 | 11.58% | 11.65% | 86 | -4,727 | -0.79% | Q4 2025 | Jan 23, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 593,492 | 44,773 | 6.25% | 6.47% | 87 | +15,380 | 2.66% | Q4 2025 | Feb 09, 2026 |
| GeoWealth Management, LLC | History | Reduced | 584,305 | 44,079 | 1.62% | 1.58% | 88 | -5,913 | -1.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 579,471 | 43,715 | 0.0% | 0.0% | 89 | +48,323 | 9.1% | Q4 2025 | Feb 17, 2026 |
| James J. Burns & Company, LLC | History | Added to | 573,760 | 43,284 | 5.97% | 6.06% | 90 | +20,337 | 3.67% | Q4 2025 | Jan 23, 2026 |
| Mariner, LLC | History | Added to | 564,579 | 42,592 | 0.05% | 0.05% | 91 | +52,114 | 10.17% | Q4 2025 | Feb 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 564,285 | 42,569 | 2.74% | 2.83% | 92 | -20,602 | -3.52% | Q4 2025 | Jan 26, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 537,175 | 40,524 | 3.0% | 3.38% | 93 | +22,091 | 4.29% | Q4 2025 | Jan 28, 2026 |
| NORTHERN TRUST CORP | History | Added to | 534,894 | 40,352 | 0.01% | 0.0% | 94 | +411,527 | 333.58% | Q4 2025 | Feb 17, 2026 |
| Select Equity Group, L.P. | History | New | 533,471 | 40,245 | 0.17% | — | 95 | +533,471 | New | Q4 2025 | Feb 17, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 529,743 | 39,963 | 0.81% | 0.8% | 96 | +64 | 0.01% | Q4 2025 | Feb 13, 2026 |
| Estate Counselors, LLC | History | Added to | 527,003 | 39,757 | 3.33% | 3.26% | 97 | +9,678 | 1.87% | Q4 2025 | Feb 02, 2026 |
| Souders Financial Advisors | History | Added to | 510,927 | 38,544 | 4.41% | 4.41% | 98 | +5,774 | 1.14% | Q4 2025 | Feb 02, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 510,895 | 38,541 | 1.27% | 1.15% | 99 | +76,311 | 17.56% | Q4 2025 | Jan 30, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 508,607 | 38,369 | 2.67% | 2.68% | 100 | +4,641 | 0.92% | Q4 2025 | Jan 07, 2026 |
| Tenon Financial LLC | History | Added to | 502,297 | 37,893 | 15.97% | 13.15% | 101 | +153,525 | 44.02% | Q4 2025 | Jan 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 497,971 | 37,566 | 0.06% | 0.06% | 102 | +28,936 | 6.17% | Q4 2025 | Feb 18, 2026 |
| Standpoint Asset Management, LLC | History | Reduced | 494,500 | 37,305 | 8.52% | 8.5% | 103 | -17,700 | -3.46% | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL PLC | History | Added to | 491,000 | 37,041 | 0.29% | 0.19% | 104 | +145,000 | 41.91% | Q4 2025 | Feb 11, 2026 |
| BURRUS FINANCIAL SERVICES, INC. | History | Reduced | 381,848 | 37,032 | 21.06% | 16.81% | 105 | -117,058 | -23.46% | Q4 2025 | Jan 30, 2026 |
| Wealthfront Advisers LLC | History | Added to | 487,630 | 36,786 | 0.08% | 0.07% | 106 | +93,623 | 23.76% | Q4 2025 | Jan 30, 2026 |
| WBH ADVISORY INC | History | Added to | 480,838 | 36,274 | 2.69% | 2.66% | 107 | +6,908 | 1.46% | Q4 2025 | Jan 26, 2026 |
| Focus Financial Network, Inc. | History | Added to | 470,925 | 35,526 | 1.24% | 1.19% | 108 | +15,125 | 3.32% | Q4 2025 | Jan 12, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 457,943 | 34,547 | 4.6% | 4.62% | 109 | +2,212 | 0.49% | Q4 2025 | Jan 16, 2026 |
| BlackRock, Inc. | History | Reduced | 457,054 | 34,480 | 0.0% | 0.0% | 110 | -29,648 | -6.09% | Q4 2025 | Feb 12, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 450,381 | 33,976 | 1.48% | 1.47% | 111 | -1,677 | -0.37% | Q4 2025 | Feb 12, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 447,460 | 33,756 | 0.94% | 0.99% | 112 | -22,161 | -4.72% | Q4 2025 | Feb 05, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 431,710 | 32,568 | 1.06% | 1.02% | 113 | +10,284 | 2.44% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 424,048 | 31,990 | 0.13% | — | 114 | +424,048 | New | Q4 2025 | Feb 05, 2026 |
| Pathstone Holdings, LLC | History | New | 418,028 | 31,535 | 0.12% | — | 115 | +418,028 | New | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Added to | 412,278 | 31,122 | 0.91% | 0.25% | 116 | +174,523 | 73.4% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 404,685 | 30,529 | 0.13% | 0.12% | 117 | +17,374 | 4.49% | Q4 2025 | Feb 17, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Reduced | 393,566 | 29,690 | 5.66% | 9.9% | 118 | -300,159 | -43.27% | Q4 2025 | Feb 13, 2026 |
| Hardy Reed LLC | History | Reduced | 385,689 | 29,096 | 2.07% | 2.13% | 119 | -8,923 | -2.26% | Q4 2025 | Feb 06, 2026 |
| Betterment LLC | History | Added to | 382,801 | 28,879 | 0.06% | 0.05% | 120 | +27,490 | 7.74% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 382,309 | 28,841 | 0.01% | 0.01% | 121 | +27,295 | 7.69% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 381,595 | 28,787 | 0.02% | 0.01% | 122 | +99,883 | 35.46% | Q4 2025 | Feb 17, 2026 |
| CARL STUART INVESTMENT ADVISOR, INC | History | Added to | 371,788 | 28,047 | 25.31% | 24.43% | 123 | +17,842 | 5.04% | Q4 2025 | Feb 13, 2026 |
| Sunflower Bank, N.A. | History | Reduced | 371,254 | 28,007 | 7.06% | 7.88% | 124 | -69,992 | -15.86% | Q4 2025 | Jan 09, 2026 |
| Joseph Group Capital Management | History | Added to | 368,575 | 27,805 | 7.31% | 6.29% | 125 | +64,962 | 21.4% | Q4 2025 | Jan 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 366,572 | 27,654 | 0.31% | 0.33% | 126 | -9,269 | -2.47% | Q4 2025 | Jan 20, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 348,219 | 26,269 | 1.61% | 1.62% | 127 | -3,043 | -0.87% | Q4 2025 | Feb 06, 2026 |
| Prospera Capital Management, LLC | History | Reduced | 348,116 | 26,261 | 13.25% | 12.98% | 128 | -17,232 | -4.72% | Q4 2025 | Jan 20, 2026 |
| Manuka Financial, LLC | History | Added to | 346,074 | 26,107 | 16.21% | 15.27% | 129 | +9,814 | 2.92% | Q4 2025 | Jan 28, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 342,421 | 25,822 | 2.48% | 2.51% | 130 | +3,578 | 1.06% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 341,560 | 25,767 | 0.19% | — | 131 | +341,560 | New | Q4 2025 | Feb 18, 2026 |
| Aperture Investors, LLC | History | No change | 339,093 | 25,581 | 2.92% | 3.41% | 132 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Juno Financial Group LLC | History | New | 325,919 | 24,587 | 9.84% | — | 133 | +325,919 | New | Q4 2025 | Jan 28, 2026 |
| Waverly Advisors, LLC | History | Added to | 317,798 | 23,974 | 0.19% | 0.22% | 134 | +23,947 | 8.15% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 316,621 | 23,885 | 0.13% | 0.19% | 135 | -198,501 | -38.53% | Q4 2025 | Jan 29, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 316,607 | 23,884 | 4.32% | 4.11% | 136 | +19,742 | 6.65% | Q4 2025 | Jan 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 315,340 | 23,789 | 4.51% | 4.71% | 137 | +4,604 | 1.48% | Q4 2025 | Feb 09, 2026 |
| Shelter Mutual Insurance Co | History | No change | 314,823 | 23,750 | 5.3% | 5.19% | 138 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 310,786 | 23,445 | 0.01% | 0.01% | 139 | +58,789 | 23.33% | Q4 2025 | Feb 06, 2026 |
| Arbor Wealth Advisors LLC | History | Added to | 310,463 | 23,421 | 16.69% | 16.77% | 140 | +4,743 | 1.55% | Q4 2025 | Jan 12, 2026 |
| Cairn Investment Group, Inc. | History | Added to | 309,879 | 23,377 | 11.09% | 10.27% | 141 | +3,185 | 1.04% | Q4 2025 | Feb 02, 2026 |
| MAI Capital Management | History | Reduced | 307,456 | 23,194 | 0.13% | 0.14% | 142 | -4,621 | -1.48% | Q4 2025 | Feb 13, 2026 |
| Curran Financial Partners, LLC | History | Added to | 306,224 | 23,101 | 4.39% | 4.03% | 143 | +29,239 | 10.56% | Q4 2025 | Jan 22, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 299,460 | 22,591 | 3.26% | 3.15% | 144 | +6,411 | 2.19% | Q4 2025 | Feb 06, 2026 |
| Legacy Private Trust Co. | History | Reduced | 297,556 | 22,447 | 1.32% | 1.31% | 145 | -1,729 | -0.58% | Q4 2025 | Jan 08, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 296,914 | 22,399 | 4.58% | 4.58% | 146 | +849 | 0.29% | Q4 2025 | Jan 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 295,481 | 22,291 | 0.03% | 0.03% | 147 | +33,887 | 12.95% | Q4 2025 | Feb 02, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 291,482 | 21,989 | 6.69% | 6.2% | 148 | +33,058 | 12.79% | Q4 2025 | Jan 26, 2026 |
| Choate Investment Advisors | History | New | 288,569 | 21,769 | 0.43% | — | 149 | +288,569 | New | Q4 2025 | Feb 09, 2026 |
| Alpha Cubed Investments, LLC | History | Added to | 276,853 | 20,885 | 0.71% | 0.64% | 150 | +27,763 | 11.15% | Q4 2025 | Feb 03, 2026 |
| Family CFO Inc | History | Reduced | 273,781 | 20,654 | 9.24% | 9.28% | 151 | -662 | -0.24% | Q4 2025 | Jan 23, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 271,724 | 20,498 | 0.32% | 0.37% | 152 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 271,210 | 20,460 | 0.25% | 0.3% | 153 | -79,977 | -22.77% | Q4 2025 | Feb 11, 2026 |
| FIDELIS iM, LLC | History | Added to | 264,027 | 19,918 | 7.73% | 8.17% | 154 | +55,800 | 26.8% | Q4 2025 | Jan 23, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 260,783 | 19,673 | 0.03% | 0.0% | 155 | +232,642 | 826.7% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 259,992 | 19,613 | 0.21% | 0.07% | 156 | +192,570 | 285.62% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 259,979 | 19,612 | 0.4% | 0.41% | 157 | +13,096 | 5.3% | Q4 2025 | Feb 09, 2026 |
| Drystone LLC | History | Reduced | 248,048 | 18,712 | 16.82% | 16.48% | 158 | -1,191 | -0.48% | Q4 2025 | Feb 06, 2026 |
| Savant Capital, LLC | History | Reduced | 245,633 | 18,530 | 0.11% | 0.35% | 159 | -545,779 | -68.96% | Q4 2025 | Feb 10, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 244,408 | 18,438 | 5.6% | 5.45% | 160 | +8,296 | 3.51% | Q4 2025 | Jan 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 238,779 | 18,013 | 0.18% | 0.16% | 161 | +31,778 | 15.35% | Q4 2025 | Feb 13, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 237,094 | 17,886 | 3.65% | 3.62% | 162 | +13,432 | 6.01% | Q4 2025 | Jan 23, 2026 |
| BIP Wealth, LLC | History | Added to | 236,918 | 17,873 | 0.63% | 0.03% | 163 | +229,342 | 3027.22% | Q4 2025 | Jan 21, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 236,564 | 17,846 | 6.97% | 5.13% | 164 | +61,197 | 34.9% | Q4 2025 | Jan 26, 2026 |
| Breakwater Investment Management | History | Reduced | 235,490 | 17,765 | 6.43% | 6.46% | 165 | -2,903 | -1.22% | Q4 2025 | Feb 02, 2026 |
| CSM Advisors, LLC | History | Added to | 234,889 | 17,719 | 0.48% | 0.34% | 166 | +69,887 | 42.36% | Q4 2025 | Feb 11, 2026 |
| Gibson Wealth Advisors LLC | History | Added to | 230,751 | 17,407 | 11.93% | 11.64% | 167 | +8,541 | 3.84% | Q4 2025 | Jan 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 229,177 | 17,289 | 0.9% | 0.95% | 168 | -5,750 | -2.45% | Q4 2025 | Feb 05, 2026 |
| WealthCollab, LLC | History | Added to | 227,069 | 17,130 | 7.01% | 7.2% | 169 | +13,500 | 6.32% | Q4 2025 | Jan 27, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 225,385 | 17,003 | 0.8% | 0.79% | 170 | +3,765 | 1.7% | Q4 2025 | Jan 29, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 222,891 | 16,814 | 0.35% | 0.92% | 171 | +150,360 | 207.3% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Reduced | 218,831 | 16,508 | 0.8% | 0.66% | 172 | -265 | -0.12% | Q4 2025 | Jan 27, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 215,560 | 16,261 | 5.53% | 5.43% | 173 | +23,041 | 11.97% | Q4 2025 | Jan 20, 2026 |
| GuidedMoney, LLC | History | New | 215,378 | 16,248 | 8.68% | — | 174 | +215,378 | New | Q4 2025 | Feb 23, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 215,139 | 16,230 | 0.19% | 0.13% | 175 | +13,390 | 6.64% | Q4 2025 | Feb 13, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Added to | 211,964 | 15,990 | 1.01% | 1.02% | 176 | +13,638 | 6.88% | Q4 2025 | Feb 04, 2026 |
| David Kennon Inc | History | Reduced | 210,800 | 15,902 | 5.65% | 5.72% | 177 | -5,557 | -2.57% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Added to | 209,981 | 15,840 | 0.06% | 0.06% | 178 | +22,913 | 12.25% | Q4 2025 | Feb 18, 2026 |
| Quantinno Capital Management LP | History | Added to | 209,584 | 15,811 | 0.03% | 0.03% | 179 | +84,781 | 67.93% | Q4 2025 | Feb 17, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 209,170 | 15,779 | 4.34% | 4.52% | 180 | -5,801 | -2.7% | Q4 2025 | Jan 23, 2026 |
| Brooklyn FI, LLC | History | Reduced | 207,647 | 15,664 | 3.35% | 3.46% | 181 | -3,905 | -1.85% | Q4 2025 | Jan 21, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 207,396 | 15,645 | 1.61% | 1.8% | 182 | -21,246 | -9.29% | Q4 2025 | Feb 13, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 204,182 | 15,403 | 0.82% | 0.91% | 183 | -12,976 | -5.98% | Q4 2025 | Jan 23, 2026 |
| Apella Capital, LLC | History | Added to | 202,986 | 15,313 | 0.3% | 0.32% | 184 | +10,140 | 5.26% | Q4 2025 | Jan 21, 2026 |
| Berman McAleer LLC | History | Added to | 201,874 | 15,229 | 2.08% | 2.04% | 185 | +2,923 | 1.47% | Q4 2025 | Feb 05, 2026 |
| Mallini Complete Financial Planning LLC | History | Reduced | 197,932 | 14,932 | 12.0% | 11.94% | 186 | -1,923 | -0.96% | Q4 2025 | Jan 06, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 197,205 | 14,877 | 1.22% | 0.93% | 187 | +31,146 | 18.76% | Q4 2025 | Feb 17, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 192,667 | 14,534 | 3.95% | 3.84% | 188 | +4,166 | 2.21% | Q4 2025 | Feb 06, 2026 |
| Prime Buchholz LLC | History | Reduced | 192,540 | 14,525 | 8.62% | 8.02% | 189 | -6,214 | -3.13% | Q4 2025 | Feb 11, 2026 |
| GRANVILLE CAPITAL, INC. | History | New | 189,335 | 14,283 | 7.58% | — | 190 | +189,335 | New | Q4 2025 | Feb 13, 2026 |
| Shade Tree Advisors LLC | History | Added to | 186,861 | 14,096 | 10.71% | 11.42% | 191 | +7,318 | 4.08% | Q4 2025 | Feb 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 185,889 | 14,023 | 0.03% | 0.03% | 192 | +11,898 | 6.84% | Q4 2025 | Feb 11, 2026 |
| SVRN Asset Management, LLC | History | New | 185,807 | 14,017 | 11.55% | — | 193 | +185,807 | New | Q4 2025 | Feb 13, 2026 |
| Main Management LLC | History | Added to | 183,780 | 13,864 | 1.0% | 0.87% | 194 | +21,468 | 13.23% | Q4 2025 | Feb 10, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 183,192 | 13,819 | 9.47% | 9.25% | 195 | +4,587 | 2.57% | Q4 2025 | Feb 13, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 182,041 | 13,733 | 7.8% | 7.65% | 196 | +8,394 | 4.83% | Q4 2025 | Feb 10, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 181,923 | 13,724 | 0.93% | 0.96% | 197 | -9,484 | -4.95% | Q4 2025 | Feb 10, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 181,019 | 13,656 | 5.73% | 5.76% | 198 | +11,894 | 7.03% | Q4 2025 | Jan 26, 2026 |
| Madison Park Capital Advisors, LLC | History | Added to | 178,537 | 13,468 | 10.93% | 10.66% | 199 | +1,665 | 0.94% | Q4 2025 | Jan 20, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 178,486 | 13,467 | 1.68% | 1.53% | 200 | +20,173 | 12.74% | Q4 2025 | Feb 13, 2026 |
| Charis Legacy Partners, LLC | History | Added to | 177,377 | 13,381 | 19.75% | 18.6% | 201 | +7,669 | 4.52% | Q4 2025 | Jan 08, 2026 |
| Diversified Trust Co | History | Added to | 174,903 | 13,194 | 0.24% | 0.25% | 202 | +2,137 | 1.24% | Q4 2025 | Jan 09, 2026 |
| Calydon Capital | History | Added to | 173,707 | 13,104 | 2.21% | 1.08% | 203 | +81,400 | 88.18% | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 173,371 | 13,079 | 0.07% | 0.1% | 204 | -50,639 | -22.61% | Q4 2025 | Feb 03, 2026 |
| Callan Family Office, LLC | History | Added to | 173,360 | 13,078 | 0.28% | 0.33% | 205 | +31,569 | 22.26% | Q4 2025 | Feb 12, 2026 |
| Dodds Wealth, LLC | History | Added to | 172,760 | 13,033 | 3.2% | 3.12% | 206 | +1,502 | 0.88% | Q4 2025 | Feb 11, 2026 |
| Sageworth Trust Co of South Dakota | History | Added to | 172,210 | 12,991 | 10.61% | 10.25% | 207 | +24,265 | 16.4% | Q4 2025 | Jan 30, 2026 |
| Advisory Services Network, LLC | History | Added to | 171,618 | 12,946 | 0.18% | 0.13% | 208 | +50,867 | 42.13% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 171,531 | 12,940 | 0.16% | 0.17% | 209 | -9,123 | -5.05% | Q4 2025 | Jan 29, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 171,262 | 12,920 | 5.23% | 5.7% | 210 | -10,708 | -5.88% | Q4 2025 | Jan 22, 2026 |
| Schulz Wealth, LTD. | History | Reduced | 171,252 | 12,919 | 8.28% | 8.39% | 211 | -1,478 | -0.86% | Q4 2025 | Feb 05, 2026 |
| McCarthy Asset Management, Inc. | History | Added to | 170,686 | 12,876 | 6.72% | 3.39% | 212 | +98,883 | 137.71% | Q4 2025 | Feb 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 168,572 | 12,717 | 0.03% | 0.03% | 213 | +16,015 | 10.5% | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | Added to | 166,963 | 12,624 | 0.58% | 0.05% | 214 | +161,443 | 2924.69% | Q4 2025 | Feb 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 166,295 | 12,545 | 0.07% | — | 215 | +166,295 | New | Q4 2025 | Feb 18, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 164,157 | 12,383 | 3.9% | 3.24% | 216 | -20,262 | -10.99% | Q4 2025 | Feb 02, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 163,700 | 12,349 | 6.2% | 6.37% | 217 | +2,873 | 1.79% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 162,612 | 12,267 | 0.24% | 0.18% | 218 | +62,059 | 61.72% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 160,680 | 12,121 | 0.17% | 0.13% | 219 | +12,351 | 8.33% | Q4 2025 | Feb 02, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 159,862 | 12,060 | 4.91% | 5.0% | 220 | +799 | 0.5% | Q4 2025 | Feb 10, 2026 |
| Atria Investments, Inc | History | Added to | 157,338 | 11,869 | 0.13% | 0.13% | 221 | +6,131 | 4.05% | Q4 2025 | Feb 05, 2026 |
| BARCLAYS PLC | History | Reduced | 157,001 | 11,844 | 0.0% | 0.0% | 222 | -20,313 | -11.46% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 156,338 | 11,794 | 0.27% | — | 223 | +156,338 | New | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Reduced | 155,937 | 11,763 | 0.6% | 0.73% | 224 | -5,318 | -3.3% | Q4 2025 | Feb 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 154,700 | 11,670 | 0.01% | 0.01% | 225 | +6,150 | 4.14% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 154,351 | 11,644 | 0.56% | 0.5% | 226 | +13,143 | 9.31% | Q4 2025 | Jan 20, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 153,131 | 11,552 | 2.49% | 2.28% | 227 | +29,025 | 23.39% | Q4 2025 | Feb 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 151,159 | 11,403 | 0.14% | 0.15% | 228 | -13,588 | -8.25% | Q4 2025 | Jan 21, 2026 |
| IFP Advisors, Inc | History | Added to | 151,023 | 11,393 | 0.26% | 0.19% | 229 | +52,247 | 52.89% | Q4 2025 | Feb 06, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 150,974 | 11,389 | 0.36% | 0.36% | 230 | +1,545 | 1.03% | Q4 2025 | Jan 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 150,537 | 11,356 | 0.06% | 0.06% | 231 | +4,388 | 3.0% | Q4 2025 | Feb 12, 2026 |
| Applied Capital LLC | History | Added to | 150,088 | 11,322 | 4.36% | 4.4% | 232 | +1,551 | 1.04% | Q4 2025 | Jan 16, 2026 |
| BROWN ADVISORY INC | History | Added to | 145,413 | 10,969 | 0.02% | 0.01% | 233 | +26,032 | 21.81% | Q4 2025 | Feb 13, 2026 |
| RESOLUTE CAPITAL, LLC | History | New | 143,592 | 10,832 | 4.53% | — | 234 | +143,592 | New | Q4 2025 | Feb 10, 2026 |
| BANK OF HAWAII | History | Added to | 143,577 | 10,831 | 0.54% | 0.53% | 235 | +321 | 0.22% | Q4 2025 | Mar 03, 2026 |
| Sunesis Advisors, LLC | History | Added to | 142,328 | 10,737 | 4.86% | 4.88% | 236 | +17 | 0.01% | Q4 2025 | Feb 02, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 141,915 | 10,706 | 0.42% | 0.0% | 237 | +141,102 | 17355.72% | Q4 2025 | Jan 29, 2026 |
| Axiom Financial Strategies, LLC | History | Reduced | 141,621 | 10,683 | 4.5% | 4.5% | 238 | -816 | -0.57% | Q4 2025 | Jan 23, 2026 |
| Intelligent Financial Strategies | History | Reduced | 139,054 | 10,490 | 5.04% | 5.01% | 239 | -1,052 | -0.75% | Q4 2025 | Jan 26, 2026 |
| XY Planning Network, Inc. | History | Added to | 138,955 | 10,482 | 1.83% | 1.32% | 240 | +82,957 | 148.14% | Q4 2025 | Jan 26, 2026 |
| Avior Wealth Management, LLC | History | Added to | 136,989 | 10,334 | 0.32% | 0.3% | 241 | +8,398 | 6.53% | Q4 2025 | Jan 06, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 136,305 | 10,282 | 0.04% | 0.04% | 242 | +23,165 | 20.47% | Q4 2025 | Feb 12, 2026 |
| Wedmont Private Capital | History | Added to | 132,533 | 10,235 | 0.36% | 0.28% | 243 | +31,429 | 31.09% | Q4 2025 | Jan 08, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 134,425 | 10,141 | 1.78% | 1.87% | 244 | +1,690 | 1.27% | Q4 2025 | Jan 21, 2026 |
| MontVue Capital Management, Inc. | History | Reduced | 133,481 | 10,069 | 6.7% | 6.62% | 245 | -837 | -0.62% | Q4 2025 | Jan 27, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 133,417 | 10,064 | 1.05% | 1.06% | 246 | -1,428 | -1.06% | Q4 2025 | Feb 05, 2026 |
| New Covenant Trust Company, N.A. | History | Reduced | 130,318 | 9,974 | 9.0% | 9.36% | 247 | -6,565 | -4.8% | Q4 2025 | Jan 13, 2026 |
| BFSG, LLC | History | Added to | 132,097 | 9,965 | 0.97% | 0.86% | 248 | +10,957 | 9.04% | Q4 2025 | Jan 22, 2026 |
| Optas, LLC | History | Added to | 130,877 | 9,873 | 1.54% | 1.61% | 249 | +1,370 | 1.06% | Q4 2025 | Jan 27, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 130,280 | 9,828 | 0.23% | 0.23% | 250 | -307 | -0.24% | Q4 2025 | Feb 02, 2026 |
| BRIGHTON JONES LLC | History | Added to | 129,852 | 9,796 | 0.36% | 0.21% | 251 | +9,621 | 8.0% | Q4 2025 | Jan 27, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 129,387 | 9,760 | 7.42% | 7.59% | 252 | +1,452 | 1.13% | Q4 2025 | Jan 27, 2026 |
| Northstar Group, Inc. | History | Added to | 127,688 | 9,632 | 1.31% | 1.18% | 253 | +17,166 | 15.53% | Q4 2025 | Feb 13, 2026 |
| Beacon Financial Strategies CORP | History | Added to | 127,499 | 9,618 | 5.37% | 5.46% | 254 | +1,466 | 1.16% | Q4 2025 | Jan 12, 2026 |
| M&T BANK CORP | History | Added to | 125,996 | 9,505 | 0.03% | 0.01% | 255 | +89,888 | 248.94% | Q4 2025 | Jan 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 123,386 | 9,308 | 0.0% | 0.0% | 256 | +41,416 | 50.53% | Q4 2025 | Feb 17, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 120,594 | 9,097 | 1.15% | — | 257 | +120,594 | New | Q4 2025 | Jan 27, 2026 |
| M Wealth Management, LLC | History | Added to | 120,484 | 9,089 | 7.91% | 7.63% | 258 | +2,282 | 1.93% | Q4 2025 | Jan 29, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 120,395 | 9,082 | 0.77% | 0.76% | 259 | +2,719 | 2.31% | Q4 2025 | Jan 21, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | Reduced | 120,171 | 9,065 | 4.85% | 5.13% | 260 | -9,400 | -7.25% | Q4 2025 | Feb 05, 2026 |
| ADE, LLC | History | Reduced | 118,221 | 8,918 | 4.32% | 4.39% | 261 | -23 | -0.02% | Q4 2025 | Feb 10, 2026 |
| Trellis Wealth Advisors LLC | History | Reduced | 117,757 | 8,883 | 3.47% | 3.53% | 262 | -255 | -0.22% | Q4 2025 | Jan 26, 2026 |
| Legacy Advisors, LLC | History | Added to | 117,655 | 8,875 | 0.95% | 0.41% | 263 | +72,219 | 158.95% | Q4 2025 | Jan 27, 2026 |
| DRW Securities, LLC | History | Added to | 117,283 | 8,847 | 0.23% | 0.04% | 264 | +89,232 | 318.11% | Q4 2025 | Feb 12, 2026 |
| B&D White Capital Company, LLC | History | Added to | 116,505 | 8,789 | 1.02% | 1.08% | 265 | +1,485 | 1.29% | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 114,163 | 8,612 | 0.17% | 0.03% | 266 | +102,462 | 875.67% | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 113,358 | 8,551 | 0.16% | 0.15% | 267 | -408 | -0.36% | Q4 2025 | Feb 11, 2026 |
| Vernal Point Advisors, LLC | History | Added to | 113,010 | 8,525 | 3.52% | 3.22% | 268 | +11,222 | 11.02% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 112,938 | 8,520 | 0.16% | 0.16% | 269 | +2,549 | 2.31% | Q4 2025 | Feb 17, 2026 |
| NWAM LLC | History | Added to | 106,530 | 8,493 | 0.47% | 0.4% | 270 | +8,977 | 9.2% | Q4 2025 | Feb 04, 2026 |
| Latigo Investments, LLC | History | No change | 110,240 | 8,316 | 4.09% | 4.08% | 271 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 109,555 | 8,264 | 4.13% | 4.31% | 272 | +1,794 | 1.66% | Q4 2025 | Feb 11, 2026 |
| Brio Consultants, LLC | History | Added to | 109,303 | 8,245 | 1.07% | 1.08% | 273 | +2,740 | 2.57% | Q4 2025 | Feb 04, 2026 |
| Freedom Day Solutions, LLC | History | Reduced | 109,215 | 8,239 | 2.24% | 2.38% | 274 | -9,915 | -8.32% | Q4 2025 | Feb 04, 2026 |
| GFS Advisors, LLC | History | Reduced | 107,896 | 8,139 | 0.97% | 1.03% | 275 | -2,323 | -2.11% | Q4 2025 | Feb 11, 2026 |
| MRWM Advisors, LLC | History | Reduced | 107,486 | 8,108 | 4.35% | 5.45% | 276 | -22,747 | -17.47% | Q4 2025 | Jan 26, 2026 |
| Summit Financial, LLC | History | Added to | 106,674 | 8,047 | 0.12% | 0.11% | 277 | +9,463 | 9.73% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 105,443 | 7,954 | 5.55% | 4.63% | 278 | +24,107 | 29.64% | Q4 2025 | Feb 11, 2026 |
| Gordian Advisors LLC | History | Reduced | 105,201 | 7,936 | 5.26% | 5.29% | 279 | -1,948 | -1.82% | Q4 2025 | Feb 09, 2026 |
| Merit Financial Group, LLC | History | Reduced | 104,828 | 7,908 | 0.06% | 0.08% | 280 | -9,865 | -8.6% | Q4 2025 | Jan 26, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 104,055 | 7,849 | 1.31% | 1.21% | 281 | +12,563 | 13.73% | Q4 2025 | Jan 26, 2026 |
| World Investment Advisors | History | Added to | 103,798 | 7,830 | 0.13% | 0.04% | 282 | +74,704 | 256.77% | Q4 2025 | Mar 12, 2026 |
| Register Financial Advisors LLC | History | Added to | 102,470 | 7,730 | 3.01% | 2.83% | 283 | +4,478 | 4.57% | Q4 2025 | Jan 21, 2026 |
| Gotham Asset Management, LLC | History | Added to | 102,151 | 7,706 | 0.03% | 0.02% | 284 | +26,712 | 35.41% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 100,903 | 7,612 | 0.01% | 0.01% | 285 | +10,122 | 11.15% | Q4 2025 | Jan 30, 2026 |
| GLENMEDE TRUST CO NA | History | New | 100,810 | 7,605 | 0.04% | — | 286 | +100,810 | New | Q4 2025 | Feb 17, 2026 |
| SOL Capital Management CO | History | Added to | 100,125 | 7,553 | 0.68% | 0.66% | 287 | +432 | 0.43% | Q4 2025 | Jan 30, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 99,366 | 7,496 | 0.83% | 0.79% | 288 | +4,020 | 4.22% | Q4 2025 | Jan 12, 2026 |
| Atlantic Private Wealth, LLC | History | Reduced | 99,188 | 7,482 | 4.78% | 4.94% | 289 | -4,828 | -4.64% | Q4 2025 | Feb 11, 2026 |
| Downshift Financial, LLC | History | New | 92,969 | 7,371 | 4.55% | — | 290 | +92,969 | New | Q4 2025 | Mar 11, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 97,689 | 7,369 | 0.14% | 0.14% | 291 | +1,542 | 1.6% | Q4 2025 | Feb 06, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | New | 96,298 | 7,264 | 5.79% | — | 292 | +96,298 | New | Q4 2025 | Feb 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 95,469 | 7,202 | 0.3% | 0.29% | 293 | +1,727 | 1.84% | Q4 2025 | Feb 09, 2026 |
| GSG Advisors LLC | History | Added to | 95,093 | 7,173 | 1.85% | 1.82% | 294 | +1,902 | 2.04% | Q4 2025 | Jan 08, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 22,927 | 7,037 | 4.2% | 4.08% | 295 | -54,231 | -70.29% | Q4 2025 | Jan 13, 2026 |
| BAILARD, INC. | History | Reduced | 91,130 | 6,874 | 0.15% | 0.15% | 296 | -914 | -0.99% | Q4 2025 | Feb 04, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 89,484 | 6,750 | 0.42% | 0.41% | 297 | +2,759 | 3.18% | Q4 2025 | Feb 17, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 88,829 | 6,701 | 1.43% | 1.46% | 298 | +2,372 | 2.74% | Q4 2025 | Feb 10, 2026 |
| Altiora Financial Group, LLC | History | Added to | 87,982 | 6,637 | 1.14% | 1.14% | 299 | +3,404 | 4.02% | Q4 2025 | Feb 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 87,849 | 6,627 | 0.02% | 0.02% | 300 | +5,884 | 7.18% | Q4 2025 | Jan 30, 2026 |
| FIRST HORIZON CORP | History | Reduced | 87,634 | 6,611 | 0.3% | 0.31% | 301 | -785 | -0.89% | Q4 2025 | Jan 27, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 87,370 | 6,591 | 0.32% | 0.33% | 302 | -1,062 | -1.2% | Q4 2025 | Feb 11, 2026 |
| Winter & Associates, Inc. | History | New | 86,844 | 6,551 | 6.06% | — | 303 | +86,844 | New | Q4 2025 | Feb 13, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 86,347 | 6,514 | 3.85% | 3.76% | 304 | +1,172 | 1.38% | Q4 2025 | Jan 21, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 86,002 | 6,488 | 4.38% | 4.17% | 305 | +7,032 | 8.9% | Q4 2025 | Jan 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 85,988 | 6,486 | 1.37% | 1.4% | 306 | -689 | -0.79% | Q4 2025 | Feb 10, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 85,663 | 6,462 | 0.34% | 0.33% | 307 | +230 | 0.27% | Q4 2025 | Feb 11, 2026 |
| CGN Advisors LLC | History | Added to | 85,491 | 6,449 | 0.51% | 0.49% | 308 | +4,193 | 5.16% | Q4 2025 | Jan 05, 2026 |
| NewEdge Wealth, LLC | History | Added to | 85,112 | 6,420 | 0.07% | 0.07% | 310 | +22,238 | 35.37% | Q4 2025 | Feb 03, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 85,108 | 6,420 | 0.49% | 0.62% | 309 | -19,275 | -18.47% | Q4 2025 | Jan 09, 2026 |
| Composition Wealth, LLC | History | Added to | 82,701 | 6,238 | 0.09% | 0.09% | 311 | +4,030 | 5.12% | Q4 2025 | Feb 02, 2026 |
| Evanson Asset Management, LLC | History | Added to | 82,370 | 6,213 | 0.34% | 0.33% | 312 | +2,331 | 2.91% | Q4 2025 | Jan 12, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 82,323 | 6,210 | 0.76% | 0.73% | 313 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Mustard Seed Financial, LLC | History | Reduced | 81,951 | 6,182 | 3.89% | 3.92% | 314 | -1,167 | -1.4% | Q4 2025 | Jan 23, 2026 |
| BOKF, NA | History | Reduced | 81,634 | 6,158 | 0.09% | 0.09% | 315 | -323 | -0.39% | Q4 2025 | Feb 03, 2026 |
| Silver Oak Advisory Group, Inc. | History | Reduced | 81,459 | 6,145 | 2.78% | 2.73% | 316 | -770 | -0.94% | Q4 2025 | Feb 03, 2026 |
| Pinnacle Wealth Management Group, Inc. | History | Added to | 81,261 | 6,130 | 3.06% | 2.95% | 317 | +2,998 | 3.83% | Q4 2025 | Jan 23, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Reduced | 81,194 | 6,125 | 2.68% | 2.66% | 318 | -1,158 | -1.41% | Q4 2025 | Jan 14, 2026 |
| AlphaCore Capital LLC | History | Added to | 80,569 | 6,078 | 0.14% | 0.19% | 319 | +5,582 | 7.44% | Q4 2025 | Feb 05, 2026 |
| Roundview Capital LLC | History | Reduced | 80,128 | 6,044 | 0.37% | 0.39% | 320 | -4,288 | -5.08% | Q4 2025 | Feb 09, 2026 |
| Valpey Financial Services, LLC | History | Added to | 80,100 | 6,042 | 3.86% | 3.81% | 321 | +763 | 0.96% | Q4 2025 | Mar 04, 2026 |
| Tanager Wealth Management LLP | History | No change | 79,855 | 6,024 | 0.6% | 0.62% | 322 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 79,285 | 6,006 | 0.41% | 0.42% | 323 | +3,810 | 5.05% | Q4 2025 | Jan 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 79,213 | 5,975 | 0.07% | 0.07% | 324 | +4,308 | 5.75% | Q4 2025 | Jan 26, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 74,792 | 5,972 | 2.01% | 2.36% | 325 | -14,736 | -16.46% | Q4 2025 | Feb 10, 2026 |
| Briggs Wealth Management, Inc | History | New | 78,754 | 5,941 | 6.39% | — | 326 | +78,754 | New | Q4 2025 | Feb 19, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 78,653 | 5,933 | 1.39% | 1.41% | 327 | -587 | -0.74% | Q4 2025 | Feb 06, 2026 |
| AMES NATIONAL CORP | History | Added to | 78,640 | 5,932 | 3.47% | 3.42% | 328 | +325 | 0.41% | Q4 2025 | Feb 13, 2026 |
| Tandem Investment Partners LLC | History | Reduced | 78,445 | 5,917 | 4.99% | 4.81% | 329 | -1,324 | -1.66% | Q4 2025 | Jan 21, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 78,362 | 5,911 | 0.2% | 0.22% | 330 | -8,943 | -10.24% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Added to | 77,929 | 5,878 | 0.2% | 0.18% | 331 | +6,756 | 9.49% | Q4 2025 | Jan 14, 2026 |
| WoodTrust Financial Corp | History | Added to | 77,454 | 5,843 | 0.68% | 0.62% | 332 | +7,089 | 10.07% | Q4 2025 | Jan 30, 2026 |
| Twin Tree Management, LP | History | New | 77,300 | 5,831 | 0.05% | — | 333 | +77,300 | New | Q4 2025 | Feb 11, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 77,040 | 5,811 | 0.01% | 0.01% | 334 | -189 | -0.24% | Q4 2025 | Feb 11, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 70,424 | 5,785 | 0.83% | 0.71% | 335 | +11,653 | 19.83% | Q4 2025 | Feb 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 76,545 | 5,774 | 0.1% | 0.05% | 336 | +47,235 | 161.16% | Q4 2025 | Feb 19, 2026 |
| Global Trust Wealth Management LLC | History | New | 75,863 | 5,723 | 4.24% | — | 337 | +75,863 | New | Q4 2025 | Jan 28, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 75,739 | 5,714 | 0.25% | 0.28% | 338 | +36 | 0.05% | Q4 2025 | Feb 10, 2026 |
| Wick Capital Partners, LLC | History | Added to | 75,585 | 5,702 | 1.02% | 0.78% | 339 | +30,762 | 68.63% | Q4 2025 | Mar 02, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 75,282 | 5,679 | 2.25% | 2.32% | 340 | +4,334 | 6.11% | Q4 2025 | Feb 02, 2026 |
| Clearstead Advisors, LLC | History | Added to | 75,054 | 5,662 | 0.07% | 0.05% | 341 | +23,455 | 45.46% | Q4 2025 | Feb 09, 2026 |
| Red Wave Investments LLC | History | Reduced | 75,002 | 5,658 | 1.68% | 1.71% | 342 | -1,016 | -1.34% | Q4 2025 | Feb 06, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 74,916 | 5,651 | 2.27% | 2.16% | 343 | -1,091 | -1.44% | Q4 2025 | Feb 11, 2026 |
| Independent Advisor Alliance | History | Added to | 74,582 | 5,626 | 0.14% | 0.14% | 344 | +771 | 1.04% | Q4 2025 | Feb 04, 2026 |
| Fire Capital Management LLC | History | Added to | 74,451 | 5,616 | 2.8% | 2.24% | 345 | +21,283 | 40.03% | Q4 2025 | Feb 03, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 74,358 | 5,609 | 0.26% | 0.23% | 346 | +2,055 | 2.84% | Q4 2025 | Jan 21, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 74,325 | 5,607 | 0.42% | 0.29% | 347 | +21,525 | 40.77% | Q4 2025 | Feb 18, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 73,665 | 5,557 | 1.93% | 1.97% | 348 | +1,742 | 2.42% | Q4 2025 | Jan 21, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 73,502 | 5,544 | 0.48% | 0.65% | 349 | -25,043 | -25.41% | Q4 2025 | Feb 12, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 73,332 | 5,532 | 3.65% | 3.65% | 350 | +1,500 | 2.09% | Q4 2025 | Jan 22, 2026 |
| Financial Architects, LLC | History | Added to | 73,263 | 5,526 | 2.97% | 3.01% | 351 | +1,088 | 1.51% | Q4 2025 | Jan 21, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 72,987 | 5,506 | 1.71% | 2.15% | 352 | +3,354 | 4.82% | Q4 2025 | Jan 08, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 72,932 | 5,502 | 0.11% | 0.12% | 353 | +3,542 | 5.1% | Q4 2025 | Feb 03, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 71,229 | 5,373 | 0.19% | 0.19% | 354 | +29 | 0.04% | Q4 2025 | Feb 12, 2026 |
| Brookstone Capital Management | History | Added to | 70,859 | 5,345 | 0.06% | 0.05% | 355 | +14,326 | 25.34% | Q4 2025 | Jan 15, 2026 |
| Arista Wealth Management, LLC | History | Reduced | 70,807 | 5,341 | 0.66% | 0.71% | 356 | -6,954 | -8.94% | Q4 2025 | Feb 09, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 70,707 | 5,334 | 0.07% | 0.07% | 357 | -806 | -1.13% | Q4 2025 | Feb 05, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 70,578 | 5,324 | 0.4% | 0.35% | 358 | +9,112 | 14.82% | Q4 2025 | Feb 13, 2026 |
| Orcam Financial Group | History | Reduced | 70,282 | 5,302 | 3.97% | 4.21% | 359 | -707 | -1.0% | Q4 2025 | Feb 06, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 70,096 | 5,288 | 0.22% | 0.23% | 360 | -1,994 | -2.77% | Q4 2025 | Feb 10, 2026 |
| Wayfinding Financial, LLC | History | Reduced | 70,093 | 5,287 | 2.24% | 2.48% | 361 | -8,288 | -10.57% | Q4 2025 | Feb 12, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 69,559 | 5,247 | 0.88% | — | 362 | +69,559 | New | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Added to | 69,546 | 5,246 | 0.01% | 0.01% | 363 | +14,080 | 25.38% | Q4 2025 | Jan 23, 2026 |
| Walker Financial Services, Inc. | History | Reduced | 69,326 | 5,230 | 1.9% | 2.72% | 364 | -25,906 | -27.2% | Q4 2025 | Jan 28, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | New | 69,229 | 5,222 | 4.39% | — | 365 | +69,229 | New | Q4 2025 | Jan 23, 2026 |
| Modera Wealth Management, LLC | History | Added to | 69,207 | 5,220 | 0.06% | 0.04% | 366 | +19,417 | 39.0% | Q4 2025 | Jan 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 69,189 | 5,219 | 0.29% | 0.29% | 367 | +1,675 | 2.48% | Q4 2025 | Jan 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 69,149 | 5,216 | 0.03% | 0.03% | 368 | +1,946 | 2.9% | Q4 2025 | Feb 09, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 67,347 | 5,080 | 0.78% | 0.88% | 369 | -1,684 | -2.44% | Q4 2025 | Jan 15, 2026 |
| Scott & Selber, Inc. | History | Added to | 67,232 | 5,071 | 1.27% | 1.25% | 370 | +387 | 0.58% | Q4 2025 | Jan 09, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 67,098 | 5,061 | 0.38% | 0.31% | 371 | +1,648 | 2.52% | Q4 2025 | Feb 17, 2026 |
| Prudent Man Advisors, LLC | History | Reduced | 67,057 | 5,058 | 1.84% | 1.85% | 372 | -1,150 | -1.69% | Q4 2025 | Feb 11, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 67,005 | 5,054 | 1.44% | 1.59% | 373 | -4,432 | -6.2% | Q4 2025 | Feb 17, 2026 |
| TD Capital Management LLC | History | Added to | 66,952 | 5,050 | 0.45% | 0.41% | 374 | +4,563 | 7.31% | Q4 2025 | Feb 26, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 66,777 | 5,036 | 0.03% | 0.03% | 375 | +3,282 | 5.17% | Q4 2025 | Jan 27, 2026 |
| North Star Investment Management Corp. | History | Added to | 66,465 | 5,014 | 0.31% | 0.28% | 376 | +6,798 | 11.39% | Q4 2025 | Jan 30, 2026 |
| MAYPORT, LLC | History | Added to | 65,678 | 4,954 | 1.0% | 1.03% | 377 | +858 | 1.32% | Q4 2025 | Jan 21, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 65,000 | 4,903 | 0.0% | 0.0% | 378 | -18,416 | -22.08% | Q4 2025 | Feb 17, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 64,600 | 4,873 | 1.02% | 0.4% | 379 | +43,650 | 208.35% | Q4 2025 | Feb 13, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 64,177 | 4,841 | 3.18% | 2.94% | 380 | +7,920 | 14.08% | Q4 2025 | Feb 10, 2026 |
| TFO Wealth Partners, LLC | History | No change | 64,151 | 4,839 | 0.72% | 0.77% | 381 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 64,111 | 4,836 | 3.28% | 3.23% | 382 | -678 | -1.05% | Q4 2025 | Feb 02, 2026 |
| Cynosure Group, LLC | History | Added to | 63,891 | 4,819 | 0.49% | 0.42% | 383 | +11,381 | 21.67% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 63,820 | 4,814 | 0.01% | 0.01% | 384 | -10,238 | -13.82% | Q4 2025 | Feb 13, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 63,702 | 4,805 | 0.56% | 0.56% | 385 | +6 | 0.01% | Q4 2025 | Jan 20, 2026 |
| Lido Advisors, LLC | History | Added to | 65,128 | 4,804 | 0.01% | 0.01% | 386 | +1,887 | 2.98% | Q4 2025 | Feb 10, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 63,559 | 4,794 | 0.1% | 0.1% | 387 | -4,536 | -6.66% | Q4 2025 | Feb 05, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 62,956 | 4,749 | 0.34% | 0.29% | 388 | +6,328 | 11.17% | Q4 2025 | Feb 12, 2026 |
| Shepherd Financial Partners LLC | History | No change | 62,299 | 4,699 | 0.44% | 0.44% | 389 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Eschler Asset Management LLP | History | New | 62,218 | 4,693 | 3.16% | — | 390 | +62,218 | New | Q4 2025 | Feb 13, 2026 |
| Unconventional Investor, LLC | History | Added to | 62,110 | 4,685 | 2.23% | 2.17% | 391 | +3,156 | 5.35% | Q4 2025 | Feb 05, 2026 |
| NBT BANK N A /NY | History | Added to | 61,975 | 4,675 | 0.3% | 0.18% | 392 | +25,250 | 68.75% | Q4 2025 | Jan 23, 2026 |
| Fiduciary Group, LLC | History | Reduced | 61,257 | 4,621 | 0.39% | 0.4% | 393 | -1,245 | -1.99% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 60,514 | 4,565 | 0.31% | 0.34% | 394 | -874 | -1.42% | Q4 2025 | Feb 02, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 60,218 | 4,542 | 1.14% | 1.19% | 395 | +836 | 1.41% | Q4 2025 | Feb 13, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 59,722 | 4,505 | 0.52% | 0.57% | 396 | -1,422 | -2.33% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 59,573 | 4,494 | 0.08% | 0.08% | 397 | +10,028 | 20.24% | Q4 2025 | Feb 06, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 59,465 | 4,486 | 0.42% | 0.41% | 398 | +1,013 | 1.73% | Q4 2025 | Feb 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 59,417 | 4,482 | 0.21% | 0.2% | 399 | +4,145 | 7.5% | Q4 2025 | Feb 13, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 59,321 | 4,475 | 0.1% | 0.1% | 400 | +604 | 1.03% | Q4 2025 | Feb 04, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 59,289 | 4,472 | 1.34% | 1.05% | 401 | +14,815 | 33.31% | Q4 2025 | Feb 11, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 58,427 | 4,407 | 1.14% | 1.17% | 402 | -1,153 | -1.94% | Q4 2025 | Feb 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 57,335 | 4,367 | 1.05% | 0.88% | 403 | +13,282 | 30.15% | Q4 2025 | Feb 27, 2026 |
| Facet Wealth, Inc. | History | Added to | 53,390 | 4,310 | 0.08% | 0.02% | 404 | +39,390 | 281.36% | Q4 2025 | Jan 29, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 57,063 | 4,304 | 1.44% | 1.41% | 405 | +1,573 | 2.83% | Q4 2025 | Jan 22, 2026 |
| Empirical Finance, LLC | History | No change | 57,025 | 4,301 | 0.21% | 0.2% | 406 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 56,506 | 4,262 | 0.0% | 0.0% | 407 | +3,036 | 5.68% | Q4 2025 | Feb 10, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 56,405 | 4,255 | 0.13% | 0.11% | 408 | +4,610 | 8.9% | Q4 2025 | Jan 13, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 56,316 | 4,248 | 3.19% | 3.02% | 409 | +5,310 | 10.41% | Q4 2025 | Jan 27, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 55,714 | 4,203 | 0.22% | 0.2% | 410 | +8,289 | 17.48% | Q4 2025 | Jan 20, 2026 |
| VAN STRUM & TOWNE INC. | History | Added to | 55,673 | 4,199 | 1.17% | 0.75% | 411 | +20,872 | 59.98% | Q4 2025 | Feb 03, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 55,420 | 4,180 | 0.2% | 0.03% | 412 | +48,291 | 677.39% | Q4 2025 | Jan 28, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 55,289 | 4,170 | 0.07% | 0.08% | 413 | -747 | -1.33% | Q4 2025 | Jan 16, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 55,103 | 4,156 | 0.58% | 0.59% | 414 | -525 | -0.94% | Q4 2025 | Jan 27, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 54,785 | 4,132 | 0.05% | 0.06% | 415 | -13,691 | -19.99% | Q4 2025 | Feb 12, 2026 |
| MATHER GROUP, LLC. | History | Added to | 54,408 | 4,104 | 0.04% | 0.04% | 416 | +2,414 | 4.64% | Q4 2025 | Jan 13, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 54,144 | 4,084 | 0.44% | 0.49% | 417 | -6,183 | -10.25% | Q4 2025 | Jan 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 53,350 | 4,024 | 0.15% | 0.16% | 418 | -2,049 | -3.7% | Q4 2025 | Feb 06, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 53,261 | 4,018 | 1.59% | 0.62% | 419 | +34,573 | 185.0% | Q4 2025 | Jan 20, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 52,704 | 3,975 | 1.07% | 1.35% | 420 | -15,788 | -23.05% | Q4 2025 | Jan 16, 2026 |
| Financial Symmetry Inc | History | Added to | 52,548 | 3,964 | 1.62% | 1.25% | 421 | +14,544 | 38.27% | Q4 2025 | Jan 28, 2026 |
| Cypress Capital, LLC | History | Reduced | 51,909 | 3,916 | 1.1% | 3.27% | 422 | -103,635 | -66.63% | Q4 2025 | Feb 06, 2026 |
| Headland Capital, LLC | History | Reduced | 51,133 | 3,857 | 1.07% | 1.12% | 423 | -2,970 | -5.49% | Q4 2025 | Jan 28, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 50,574 | 3,815 | 0.83% | 1.12% | 424 | -14,333 | -22.08% | Q4 2025 | Feb 02, 2026 |
| BBR PARTNERS, LLC | History | Added to | 50,027 | 3,774 | 0.2% | 0.21% | 425 | +70 | 0.14% | Q4 2025 | Feb 11, 2026 |
| Portside Wealth Group, LLC | History | Added to | 49,829 | 3,759 | 0.51% | 0.42% | 426 | +8,554 | 20.72% | Q4 2025 | Jan 21, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 49,665 | 3,746 | 0.87% | — | 427 | +49,665 | New | Q4 2025 | Jan 26, 2026 |
| Principle Wealth Partners LLC | History | Added to | 49,560 | 3,738 | 0.21% | 0.21% | 428 | +202 | 0.41% | Q4 2025 | Feb 06, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 49,465 | 3,731 | 0.1% | 0.11% | 429 | -1,848 | -3.6% | Q4 2025 | Feb 02, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 49,334 | 3,721 | 1.6% | 2.56% | 430 | -57,544 | -53.84% | Q4 2025 | Jan 30, 2026 |
| Regal Investment Advisors LLC | History | Added to | 48,921 | 3,690 | 0.22% | 0.13% | 431 | +21,800 | 80.38% | Q4 2025 | Feb 17, 2026 |
| Everest Management Corp. | History | Added to | 48,915 | 3,690 | 2.06% | 2.27% | 432 | +431 | 0.89% | Q4 2025 | Feb 02, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 46,852 | 3,682 | 1.15% | 0.92% | 433 | +8,470 | 22.07% | Q4 2025 | Jan 16, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 48,774 | 3,679 | 0.41% | 0.44% | 435 | +4,537 | 10.26% | Q4 2025 | Feb 11, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 48,777 | 3,679 | 0.26% | 0.27% | 434 | -659 | -1.33% | Q4 2025 | Feb 04, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Added to | 48,622 | 3,668 | 2.45% | 2.29% | 436 | +1,580 | 3.36% | Q4 2025 | Jan 22, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 48,539 | 3,661 | 0.64% | 0.67% | 437 | +1,141 | 2.41% | Q4 2025 | Jan 29, 2026 |
| Rothschild Wealth LLC | History | Added to | 48,328 | 3,645 | 0.35% | 0.2% | 438 | +35,640 | 280.9% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 48,182 | 3,634 | 0.01% | 0.0% | 439 | +13,035 | 37.09% | Q4 2025 | Feb 12, 2026 |
| Sage Investment Advisers LLC | History | New | 47,861 | 3,610 | 2.71% | — | 441 | +47,861 | New | Q4 2025 | Feb 10, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 47,859 | 3,610 | 0.81% | 0.78% | 440 | +2,038 | 4.45% | Q4 2025 | Feb 03, 2026 |
| Leelyn Smith, LLC | History | Added to | 47,762 | 3,603 | 0.52% | 0.47% | 442 | +5,576 | 13.22% | Q4 2025 | Jan 28, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 46,928 | 3,540 | 0.09% | 0.08% | 443 | +5,183 | 12.42% | Q4 2025 | Feb 03, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Added to | 46,844 | 3,533 | 2.47% | 1.82% | 444 | +2,190 | 4.9% | Q4 2025 | Jan 20, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 46,514 | 3,509 | 3.17% | — | 445 | +46,514 | New | Q4 2025 | Feb 17, 2026 |
| Bath Savings Trust Co | History | Added to | 46,074 | 3,475 | 0.35% | 0.32% | 446 | +1,777 | 4.01% | Q4 2025 | Jan 12, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 46,061 | 3,474 | 0.08% | 0.08% | 447 | +2,667 | 6.15% | Q4 2025 | Feb 13, 2026 |
| Cushing Capital Partners, LLC | History | Reduced | 45,948 | 3,466 | 2.57% | 2.85% | 448 | -3,498 | -7.07% | Q4 2025 | Jan 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 45,901 | 3,462 | 0.02% | 0.01% | 449 | +13,471 | 41.54% | Q4 2025 | Jan 12, 2026 |
| AE Wealth Management LLC | History | Added to | 45,828 | 3,457 | 0.02% | 0.02% | 450 | +7,618 | 19.94% | Q4 2025 | Jan 26, 2026 |
| Leo Wealth, LLC | History | Added to | 45,762 | 3,452 | 0.25% | 0.39% | 451 | +5,323 | 13.16% | Q4 2025 | Jan 21, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 45,642 | 3,443 | 0.1% | 0.09% | 452 | +10,071 | 28.31% | Q4 2025 | Feb 12, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 45,083 | 3,401 | 0.21% | 0.2% | 453 | +2,605 | 6.13% | Q4 2025 | Feb 18, 2026 |
| Friday Financial | History | Added to | 44,846 | 3,383 | 1.19% | 0.84% | 454 | +17,669 | 65.01% | Q4 2025 | Jan 09, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 44,586 | 3,363 | 0.18% | 0.26% | 455 | +3,500 | 8.52% | Q4 2025 | Feb 09, 2026 |
| Old Peak Finance LLC | History | New | 44,538 | 3,359 | 2.07% | — | 456 | +44,538 | New | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 44,318 | 3,343 | 0.01% | 0.01% | 457 | +6,796 | 18.11% | Q4 2025 | Jan 26, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 44,299 | 3,341 | 0.73% | 0.65% | 458 | +455 | 1.04% | Q4 2025 | Feb 02, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 44,278 | 3,340 | 0.22% | 0.22% | 459 | -372 | -0.83% | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 44,180 | 3,332 | 0.02% | 0.03% | 460 | -27,813 | -38.63% | Q4 2025 | Feb 11, 2026 |
| Westside Investment Management, Inc. | History | Added to | 44,126 | 3,328 | 0.53% | 0.51% | 461 | +915 | 2.12% | Q4 2025 | Jan 23, 2026 |
| BCS Wealth Management | History | Added to | 43,874 | 3,309 | 0.33% | 0.36% | 462 | +21,921 | 99.85% | Q4 2025 | Jan 26, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 43,711 | 3,297 | 1.74% | — | 463 | +43,711 | New | Q4 2025 | Feb 27, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 43,666 | 3,294 | 0.22% | 0.28% | 464 | -1,341 | -2.98% | Q4 2025 | Feb 11, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 43,574 | 3,287 | 0.0% | 0.0% | 465 | +26,110 | 149.51% | Q4 2025 | Feb 11, 2026 |
| LYNCH & ASSOCIATES/IN | History | Added to | 43,149 | 3,255 | 0.62% | 0.6% | 466 | +621 | 1.46% | Q4 2025 | Jan 07, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 43,140 | 3,254 | 0.3% | 1.85% | 467 | -162,280 | -79.0% | Q4 2025 | Feb 11, 2026 |
| Value Investment Professionals, LLC | History | New | 43,041 | 3,247 | 3.4% | — | 468 | +43,041 | New | Q4 2025 | Feb 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 42,717 | 3,222 | 0.06% | 0.06% | 469 | +4,246 | 11.04% | Q4 2025 | Feb 12, 2026 |
| Alhambra Investment Management LLC | History | Added to | 42,656 | 3,217 | 1.5% | 1.46% | 470 | +922 | 2.21% | Q4 2025 | Jan 15, 2026 |
| Accredited Investors Inc. | History | Reduced | 42,468 | 3,203 | 0.17% | 0.18% | 471 | -1,140 | -2.61% | Q4 2025 | Feb 05, 2026 |
| Gold Investment Management Ltd. | History | Added to | 42,330 | 3,193 | 1.02% | 1.03% | 472 | +464 | 1.11% | Q4 2025 | Jan 28, 2026 |
| Carroll Advisory Group, LLC | History | New | 42,206 | 3,184 | 1.38% | — | 473 | +42,206 | New | Q4 2025 | Feb 09, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 40,187 | 3,160 | 0.1% | 0.11% | 474 | -1,747 | -4.17% | Q4 2025 | Jan 23, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 41,273 | 3,113 | 1.2% | 1.24% | 475 | +3,624 | 9.63% | Q4 2025 | Jan 21, 2026 |
| Essex Financial Services, Inc. | History | Added to | 41,206 | 3,108 | 0.18% | 0.17% | 476 | +2,530 | 6.54% | Q4 2025 | Feb 10, 2026 |
| Bricktown Capital, LLC | History | No change | 41,175 | 3,106 | 0.52% | 0.5% | 477 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Centric Wealth Management | History | Added to | 38,731 | 3,102 | 0.66% | 0.17% | 478 | +28,569 | 281.14% | Q4 2025 | Feb 04, 2026 |
| New Republic Capital, LLC | History | Added to | 41,116 | 3,101 | 0.83% | 0.74% | 479 | +8,191 | 24.88% | Q4 2025 | Feb 10, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 41,048 | 3,096 | 0.29% | 0.3% | 480 | +69 | 0.17% | Q4 2025 | Jan 07, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 40,847 | 3,081 | 1.4% | 1.09% | 481 | -1,439 | -3.4% | Q4 2025 | Jan 23, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | New | 40,798 | 3,077 | 2.89% | — | 482 | +40,798 | New | Q4 2025 | Feb 02, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 40,387 | 3,046 | 0.52% | 0.52% | 484 | +2,139 | 5.59% | Q4 2025 | Jan 12, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 40,389 | 3,046 | 0.19% | 0.19% | 483 | +112 | 0.28% | Q4 2025 | Jan 23, 2026 |
| RBF Capital, LLC | History | No change | 40,000 | 3,017 | 0.13% | 0.13% | 485 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 39,825 | 3,004 | 0.37% | 2.75% | 486 | -280,077 | -87.55% | Q4 2025 | Feb 10, 2026 |
| M Holdings Securities, Inc. | History | New | 39,729 | 2,997 | 0.21% | — | 487 | +39,729 | New | Q4 2025 | Feb 11, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 39,603 | 2,987 | 0.39% | 0.39% | 488 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Fort Henry Capital, LLC | History | Added to | 39,574 | 2,985 | 1.83% | 1.74% | 489 | +2,215 | 5.93% | Q4 2025 | Jan 23, 2026 |
| Sicart Associates LLC | History | No change | 39,326 | 2,966 | 0.79% | 0.78% | 490 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Aberdeen Wealth Management LLC | History | Added to | 39,140 | 2,952 | 1.37% | 1.77% | 491 | +791 | 2.06% | Q4 2025 | Feb 12, 2026 |
| Kastel Capital Advisors, LLC | History | New | 39,010 | 2,942 | 1.81% | — | 492 | +39,010 | New | Q4 2025 | Feb 18, 2026 |
| Belpointe Asset Management LLC | History | Added to | 38,968 | 2,939 | 0.11% | 0.1% | 493 | +3,627 | 10.26% | Q4 2025 | Jan 27, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 2,933,385 | 2,933 | 0.23% | 0.27% | 494 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| United Community Bank | History | Added to | 38,876 | 2,932 | 1.11% | 0.66% | 495 | +9,668 | 33.1% | Q4 2025 | Jan 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 45,945 | 2,931 | 0.07% | 0.1% | 496 | -25,280 | -35.49% | Q4 2025 | Feb 11, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 38,832 | 2,929 | 1.69% | — | 497 | +38,832 | New | Q4 2025 | Jan 15, 2026 |
| Continuum Advisory, LLC | History | Reduced | 38,676 | 2,917 | 0.29% | 0.3% | 498 | -9 | -0.02% | Q4 2025 | Feb 11, 2026 |
| Curi Capital, LLC | History | Added to | 38,604 | 2,912 | 0.05% | 0.05% | 499 | +4,118 | 11.94% | Q4 2025 | Feb 17, 2026 |
| Comprehensive Financial Management LLC | History | No change | 38,568 | 2,909 | 0.09% | 0.08% | 500 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 38,422 | 2,899 | 0.0% | 0.04% | 501 | -356,304 | -90.27% | Q4 2025 | Feb 10, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 37,481 | 2,899 | 0.06% | 0.07% | 502 | -281 | -0.74% | Q4 2025 | Jan 08, 2026 |
| Woodside Wealth Management LLC | History | Added to | 38,410 | 2,897 | 2.16% | 2.14% | 504 | +1,468 | 3.97% | Q4 2025 | Jan 30, 2026 |
| Glassman Wealth Services | History | Added to | 38,413 | 2,897 | 0.39% | 0.39% | 503 | +779 | 2.07% | Q4 2025 | Jan 28, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 38,244 | 2,885 | 0.24% | 0.23% | 505 | +1,587 | 4.33% | Q4 2025 | Feb 03, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 38,234 | 2,884 | 0.18% | 0.18% | 506 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Pacific Park Financial, Inc. | History | New | 37,880 | 2,857 | 1.78% | — | 507 | +37,880 | New | Q4 2025 | Jan 30, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 37,325 | 2,815 | 0.6% | 0.49% | 508 | -2,595 | -6.5% | Q4 2025 | Feb 17, 2026 |
| Passumpsic Savings Bank | History | New | 37,233 | 2,808 | 1.54% | — | 509 | +37,233 | New | Q4 2025 | Feb 05, 2026 |
| Clayton Partners LLC | History | Reduced | 37,199 | 2,806 | 2.03% | 2.1% | 510 | -419 | -1.11% | Q4 2025 | Feb 17, 2026 |
| Trek Financial, LLC | History | Added to | 37,092 | 2,798 | 0.16% | 0.15% | 511 | +3,012 | 8.84% | Q4 2025 | Feb 04, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 36,924 | 2,785 | 0.33% | 0.35% | 512 | -176 | -0.47% | Q4 2025 | Jan 22, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 36,069 | 2,721 | 0.46% | 0.48% | 513 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Sigma Planning Corp | History | Added to | 35,914 | 2,709 | 0.07% | 0.06% | 514 | +5,098 | 16.54% | Q4 2025 | Jan 30, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 35,761 | 2,697 | 1.82% | 2.67% | 515 | -18,903 | -34.58% | Q4 2025 | Feb 04, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 32,763 | 2,691 | 0.78% | 0.54% | 516 | +11,333 | 52.88% | Q4 2025 | Feb 10, 2026 |
| Davidson Kahn Capital Management, LLC | History | Added to | 35,399 | 2,670 | 1.39% | 0.86% | 517 | +14,515 | 69.5% | Q4 2025 | Jan 28, 2026 |
| COMMERCE BANK | History | Added to | 35,195 | 2,655 | 0.01% | 0.01% | 518 | +200 | 0.57% | Q4 2025 | Feb 13, 2026 |
| Columbia Asset Management | History | Added to | 34,694 | 2,617 | 0.47% | 0.46% | 519 | +932 | 2.76% | Q4 2025 | Jan 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 34,627 | 2,612 | 0.05% | 0.07% | 520 | -11,097 | -24.27% | Q4 2025 | Feb 06, 2026 |
| Reality Financial Planning Services, LLC | History | New | 34,590 | 2,609 | 2.5% | — | 521 | +34,590 | New | Q4 2025 | Feb 12, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 34,212 | 2,580 | 0.11% | 0.12% | 522 | +446 | 1.32% | Q4 2025 | Jan 28, 2026 |
| Truepoint, Inc. | History | No change | 34,144 | 2,575 | 0.06% | 0.06% | 523 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 34,085 | 2,571 | 0.17% | 0.17% | 524 | +2,382 | 7.51% | Q4 2025 | Jan 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 33,989 | 2,564 | 0.19% | 0.17% | 525 | +3,945 | 13.13% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 33,833 | 2,552 | 0.04% | 0.03% | 526 | +7,037 | 26.26% | Q4 2025 | Feb 12, 2026 |
| RFG Advisory, LLC | History | Added to | 33,502 | 2,527 | 0.05% | 0.05% | 527 | +1,588 | 4.98% | Q4 2025 | Feb 03, 2026 |
| Graney & King, LLC | History | Added to | 33,318 | 2,513 | 1.47% | 1.64% | 528 | +1,153 | 3.58% | Q4 2025 | Feb 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 33,214 | 2,505 | 0.44% | 0.46% | 529 | -932 | -2.73% | Q4 2025 | Jan 15, 2026 |
| OmniStar Financial Group, Inc. | History | Added to | 33,180 | 2,503 | 1.47% | 1.39% | 530 | +1,860 | 5.94% | Q4 2025 | Feb 17, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 33,011 | 2,490 | 1.52% | 1.4% | 531 | +2,566 | 8.43% | Q4 2025 | Jan 22, 2026 |
| Avalon Trust Co | History | Reduced | 33,000 | 2,489 | 0.16% | 0.2% | 532 | -8,000 | -19.51% | Q4 2025 | Feb 09, 2026 |
| CULBERTSON A N & CO INC | History | No change | 32,875 | 2,480 | 0.34% | 0.34% | 533 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Family Investment Center, Inc. | History | Reduced | 32,701 | 2,466 | 0.5% | 0.52% | 534 | -1,391 | -4.08% | Q4 2025 | Jan 23, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 32,643 | 2,462 | 0.76% | 0.76% | 535 | -117 | -0.36% | Q4 2025 | Feb 12, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 32,612 | 2,460 | 0.04% | 0.01% | 536 | +23,050 | 241.06% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 32,532 | 2,457 | 0.0% | 0.0% | 537 | +24,591 | 309.67% | Q4 2025 | Feb 05, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 32,568 | 2,456 | 2.33% | 2.45% | 538 | -1,126 | -3.34% | Q4 2025 | Feb 04, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 32,180 | 2,427 | 0.55% | 0.62% | 539 | -2,415 | -6.98% | Q4 2025 | Jan 26, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 32,171 | 2,426 | 0.56% | 0.56% | 540 | +234 | 0.73% | Q4 2025 | Jan 06, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Reduced | 32,074 | 2,419 | 0.93% | 0.97% | 541 | -1,841 | -5.43% | Q4 2025 | Jan 21, 2026 |
| NVWM, LLC | History | Added to | 32,030 | 2,416 | 0.53% | 0.52% | 542 | +309 | 0.97% | Q4 2025 | Jan 20, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 32,003 | 2,414 | 0.15% | 0.15% | 543 | +288 | 0.91% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 30,246 | 2,405 | 0.06% | 0.06% | 544 | -1,506 | -4.74% | Q4 2025 | Jan 28, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 31,829 | 2,401 | 0.03% | 0.02% | 545 | +3,817 | 13.63% | Q4 2025 | Feb 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 31,787 | 2,398 | 0.0% | 0.01% | 546 | -9,965 | -23.87% | Q4 2025 | Feb 12, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 31,742 | 2,394 | 0.08% | 0.08% | 547 | -1,015 | -3.1% | Q4 2025 | Feb 03, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 31,703 | 2,391 | 0.39% | 0.29% | 548 | +8,930 | 39.21% | Q4 2025 | Feb 11, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 31,624 | 2,385 | 1.04% | 1.03% | 549 | +1,023 | 3.34% | Q4 2025 | Jan 29, 2026 |
| S&T BANK/PA | History | No change | 31,517 | 2,377 | 0.75% | 0.65% | 550 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 31,238 | 2,356 | 0.35% | 0.36% | 551 | -116 | -0.37% | Q4 2025 | Jan 27, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | Added to | 31,204 | 2,354 | 6.61% | 6.34% | 552 | +410 | 1.33% | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | Added to | 31,180 | 2,352 | 0.03% | 0.0% | 553 | +29,140 | 1428.43% | Q4 2025 | Feb 13, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 31,064 | 2,343 | 0.38% | 0.31% | 554 | +4,376 | 16.4% | Q4 2025 | Feb 09, 2026 |
| Human Investing LLC | History | Added to | 31,041 | 2,341 | 0.33% | 0.33% | 555 | +426 | 1.39% | Q4 2025 | Jan 27, 2026 |
| &PARTNERS | History | Added to | 30,963 | 2,336 | 0.01% | 0.01% | 556 | +3,124 | 11.22% | Q4 2025 | Feb 17, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 30,903 | 2,331 | 0.28% | 0.27% | 557 | +1,100 | 3.69% | Q4 2025 | Jan 13, 2026 |
| Serenus Wealth Advisors, LLC | History | Reduced | 30,873 | 2,329 | 0.45% | 0.39% | 558 | -158 | -0.51% | Q4 2025 | Jan 28, 2026 |
| Hills Bank & Trust Co | History | Added to | 30,526 | 2,302 | 0.13% | 0.13% | 559 | +473 | 1.57% | Q4 2025 | Feb 05, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 30,506 | 2,301 | 0.14% | 0.14% | 560 | -562 | -1.81% | Q4 2025 | Feb 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 30,235 | 2,280 | 0.02% | 0.02% | 561 | -1,704 | -5.34% | Q4 2025 | Feb 13, 2026 |
| Avalon Advisory Group | History | Reduced | 30,200 | 2,278 | 0.93% | 1.02% | 562 | -4,040 | -11.8% | Q4 2025 | Jan 29, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 30,109 | 2,271 | 0.76% | 0.69% | 563 | -470 | -1.54% | Q4 2025 | Jan 13, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 30,065 | 2,268 | 0.36% | 0.35% | 564 | +1,697 | 5.98% | Q4 2025 | Jan 28, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 30,029 | 2,265 | 0.5% | 0.48% | 565 | +898 | 3.08% | Q4 2025 | Jan 20, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 29,946 | 2,259 | 0.12% | 0.14% | 566 | -4,052 | -11.92% | Q4 2025 | Jan 12, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 29,863 | 2,252 | 0.21% | 0.26% | 567 | -5,601 | -15.79% | Q4 2025 | Feb 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 29,764 | 2,245 | 0.0% | 0.0% | 568 | +25,703 | 632.92% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 29,707 | 2,241 | 0.16% | 0.17% | 569 | -68 | -0.23% | Q4 2025 | Jan 21, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 29,663 | 2,237 | 0.01% | 0.01% | 570 | -16 | -0.05% | Q4 2025 | Feb 17, 2026 |
| Ares Financial Consulting, LLC | History | New | 29,613 | 2,233 | 2.13% | — | 571 | +29,613 | New | Q4 2025 | Jan 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 29,578 | 2,231 | 0.02% | 0.01% | 572 | +7,818 | 35.93% | Q4 2025 | Feb 12, 2026 |
| INKWELL CAPITAL LLC | History | Reduced | 29,370 | 2,215 | 2.25% | 2.21% | 573 | -155 | -0.52% | Q4 2025 | Feb 02, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 29,287 | 2,209 | 0.03% | 0.03% | 574 | +3,703 | 14.47% | Q4 2025 | Feb 09, 2026 |
| West Financial Advisors, LLC | History | Added to | 29,284 | 2,209 | 0.37% | 0.35% | 575 | +183 | 0.63% | Q4 2025 | Jan 13, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 29,261 | 2,208 | 1.18% | 1.24% | 576 | -424 | -1.43% | Q4 2025 | Feb 05, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 29,217 | 2,204 | 0.1% | 0.1% | 577 | -91 | -0.31% | Q4 2025 | Jan 29, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 29,020 | 2,189 | 0.01% | 0.02% | 578 | -3,507 | -10.78% | Q4 2025 | Jan 27, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 28,985 | 2,186 | 0.13% | 0.12% | 579 | -831 | -2.79% | Q4 2025 | Feb 17, 2026 |
| Alta Wealth Advisors LLC | History | No change | 28,986 | 2,186 | 0.73% | 0.76% | 580 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CRA Financial Services, LLC | History | Added to | 28,694 | 2,164 | 0.28% | 0.21% | 581 | +7,298 | 34.11% | Q4 2025 | Jan 16, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 28,685 | 2,163 | 0.52% | 0.9% | 582 | -20,082 | -41.18% | Q4 2025 | Jan 15, 2026 |
| Moors & Cabot, Inc. | History | Added to | 28,658 | 2,161 | 0.09% | 0.05% | 583 | +12,612 | 78.6% | Q4 2025 | Feb 10, 2026 |
| Asset Advisory Group, Inc. | History | New | 28,625 | 2,159 | 1.08% | — | 585 | +28,625 | New | Q4 2025 | Feb 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 28,629 | 2,159 | 0.07% | 0.07% | 584 | +6,514 | 29.46% | Q4 2025 | Jan 20, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 28,318 | 2,136 | 0.01% | 0.0% | 586 | +22,363 | 375.53% | Q4 2025 | Feb 12, 2026 |
| Sendero Wealth Management, LLC | History | Added to | 28,071 | 2,117 | 0.23% | 0.09% | 587 | +18,158 | 183.17% | Q4 2025 | Jan 13, 2026 |
| Hyposwiss Advisors SA | History | New | 27,936 | 2,107 | 2.07% | — | 588 | +27,936 | New | Q4 2025 | Feb 17, 2026 |
| Clark Asset Management, LLC | History | Added to | 27,646 | 2,085 | 0.22% | 0.17% | 590 | +7,373 | 36.37% | Q4 2025 | Jan 27, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 25,725 | 2,085 | 0.1% | 0.1% | 589 | -275 | -1.06% | Q4 2025 | Feb 09, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 27,600 | 2,082 | 0.51% | 0.57% | 591 | +467 | 1.72% | Q4 2025 | Jan 07, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 27,588 | 2,081 | 1.46% | 1.47% | 592 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Waldron Private Wealth LLC | History | Added to | 27,520 | 2,076 | 0.08% | 0.08% | 593 | +29 | 0.11% | Q4 2025 | Jan 14, 2026 |
| NorthRock Partners, LLC | History | Added to | 27,442 | 2,070 | 0.03% | 0.03% | 594 | +1,566 | 6.05% | Q4 2025 | Feb 17, 2026 |
| Successful Portfolios LLC | History | Added to | 26,448 | 2,058 | 1.05% | 1.12% | 595 | +238 | 0.91% | Q4 2025 | Jan 23, 2026 |
| United Financial Planning Group LLC | History | Added to | 27,116 | 2,045 | 1.24% | 1.25% | 596 | +136 | 0.5% | Q4 2025 | Feb 11, 2026 |
| Troutman Wealth Management, LLC | History | New | 27,082 | 2,043 | 1.69% | — | 597 | +27,082 | New | Q4 2025 | Feb 18, 2026 |
| DSG Capital Advisors, LLC | History | New | 25,725 | 2,022 | 0.31% | — | 598 | +25,725 | New | Q4 2025 | Jan 27, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 26,680 | 2,012 | 0.03% | — | 599 | +26,680 | New | Q4 2025 | Feb 09, 2026 |
| Plancorp, LLC | History | Added to | 26,484 | 1,997 | 0.06% | 0.06% | 600 | +290 | 1.11% | Q4 2025 | Feb 05, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 26,425 | 1,993 | 1.15% | 1.33% | 601 | -1,794 | -6.36% | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 26,364 | 1,988 | 0.17% | 0.17% | 602 | -39 | -0.15% | Q4 2025 | Jan 26, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 26,298 | 1,983 | 0.71% | 0.73% | 603 | -189 | -0.71% | Q4 2025 | Jan 14, 2026 |
| CHOREO, LLC | History | Reduced | 26,153 | 1,981 | 0.03% | 0.03% | 604 | -881 | -3.26% | Q4 2025 | Jan 23, 2026 |
| Retirement Investment Advisors, Inc. | History | Reduced | 26,193 | 1,976 | 0.16% | 0.17% | 605 | -1,003 | -3.69% | Q4 2025 | Jan 21, 2026 |
| Essex LLC | History | Reduced | 26,154 | 1,973 | 0.35% | 0.35% | 606 | -8 | -0.03% | Q4 2025 | Jan 20, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 26,153 | 1,972 | 0.04% | 0.03% | 607 | +4,425 | 20.37% | Q4 2025 | Jan 23, 2026 |
| Wingate Wealth Advisors, Inc. | History | Reduced | 26,106 | 1,969 | 1.1% | 1.38% | 608 | -1,028 | -3.79% | Q4 2025 | Jan 28, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 26,099 | 1,968 | 0.93% | 0.97% | 609 | +1,442 | 5.85% | Q4 2025 | Jan 09, 2026 |
| Affiance Financial, LLC | History | Added to | 26,086 | 1,967 | 0.32% | 0.33% | 610 | +1,300 | 5.24% | Q4 2025 | Jan 21, 2026 |
| Baldwin Investment Management, LLC | History | Added to | 25,743 | 1,942 | 0.22% | 0.21% | 611 | +479 | 1.9% | Q4 2025 | Feb 13, 2026 |
| Westfuller Advisors, LLC | History | Added to | 25,734 | 1,941 | 0.79% | 0.84% | 612 | +459 | 1.82% | Q4 2025 | Jan 21, 2026 |
| Clearstead Trust, LLC | History | Added to | 25,565 | 1,928 | 0.3% | 0.31% | 613 | +489 | 1.95% | Q4 2025 | Feb 09, 2026 |
| Legacy Bridge, LLC | History | Added to | 25,364 | 1,913 | 0.78% | 0.77% | 614 | +5 | 0.02% | Q4 2025 | Jan 23, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 25,319 | 1,910 | 0.07% | 0.07% | 615 | +445 | 1.79% | Q4 2025 | Feb 12, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 25,160 | 1,898 | 0.7% | 0.67% | 616 | +777 | 3.19% | Q4 2025 | Jan 15, 2026 |
| Lynch Asset Management, Inc. | History | No change | 25,150 | 1,897 | 0.6% | 0.59% | 617 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Reduced | 23,755 | 1,892 | 2.44% | 3.04% | 618 | -3,856 | -13.97% | Q4 2025 | Feb 23, 2026 |
| Mosaic Advisors LLC | History | No change | 24,856 | 1,875 | 3.59% | 4.42% | 619 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 24,777 | 1,869 | 0.0% | — | 620 | +24,777 | New | Q4 2025 | Feb 13, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | New | 23,469 | 1,866 | 2.03% | — | 621 | +23,469 | New | Q4 2025 | Mar 02, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 24,232 | 1,828 | 0.44% | 0.36% | 622 | +4,552 | 23.13% | Q4 2025 | Jan 20, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 24,148 | 1,821 | 0.06% | 0.04% | 623 | +9,797 | 68.27% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 24,005 | 1,810 | 0.0% | 0.0% | 624 | -25,276 | -51.29% | Q4 2025 | Feb 09, 2026 |
| Chicago Capital, LLC | History | Added to | 23,916 | 1,804 | 0.04% | 0.03% | 625 | +7,685 | 47.35% | Q4 2025 | Jan 26, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 23,761 | 1,792 | 0.62% | 0.11% | 626 | +19,805 | 500.63% | Q4 2025 | Jan 27, 2026 |
| GWN SECURITIES INC. | History | Added to | 23,750 | 1,791 | 0.36% | 0.39% | 627 | +925 | 4.05% | Q4 2025 | Feb 11, 2026 |
| TABR Capital Management, LLC | History | Reduced | 23,697 | 1,787 | 1.19% | 14.0% | 628 | -255,566 | -91.51% | Q4 2025 | Jan 28, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 23,618 | 1,781 | 0.06% | 0.06% | 629 | -6,436 | -21.41% | Q4 2025 | Jan 09, 2026 |
| Empower Advisory Group, LLC | History | Added to | 23,238 | 1,753 | 0.0% | 0.0% | 630 | +4,898 | 26.71% | Q4 2025 | Feb 12, 2026 |
| Investment Advisory Group, LLC | History | Added to | 23,164 | 1,747 | 0.45% | 0.45% | 631 | +609 | 2.7% | Q4 2025 | Jan 23, 2026 |
| Apollon Financial, LLC | History | Added to | 23,011 | 1,735 | 0.25% | 0.28% | 632 | +243 | 1.07% | Q4 2025 | Jan 22, 2026 |
| Strathmore Capital Advisors, Inc. | History | New | 22,977 | 1,733 | 0.57% | — | 634 | +22,977 | New | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 22,972 | 1,733 | 0.0% | 0.0% | 633 | +3,902 | 20.46% | Q4 2025 | Feb 13, 2026 |
| OLIO Financial Planning | History | Reduced | 22,843 | 1,723 | 0.48% | 0.5% | 635 | -152 | -0.66% | Q4 2025 | Jan 21, 2026 |
| Capital World Investors | History | New | 22,663 | 1,716 | 0.0% | — | 636 | +22,663 | New | Q4 2025 | Feb 11, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 22,528 | 1,699 | 0.19% | — | 638 | +22,528 | New | Q4 2025 | Feb 13, 2026 |
| SCS Capital Management LLC | History | Reduced | 22,529 | 1,699 | 0.02% | 0.02% | 637 | -2,191 | -8.86% | Q4 2025 | Feb 10, 2026 |
| FSA Investment Group, LLC | History | Added to | 22,353 | 1,686 | 1.03% | 0.91% | 639 | +2,635 | 13.36% | Q4 2025 | Jan 13, 2026 |
| WESBANCO BANK INC | History | Added to | 22,228 | 1,676 | 0.05% | 0.04% | 640 | +626 | 2.9% | Q4 2025 | Feb 03, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 22,191 | 1,674 | 0.03% | 0.04% | 641 | -6,602 | -22.93% | Q4 2025 | Jan 14, 2026 |
| Calder Financial LLC | History | New | 22,158 | 1,671 | 1.64% | — | 642 | +22,158 | New | Q4 2025 | Jan 23, 2026 |
| D.B. Root & Company, LLC | History | Added to | 22,096 | 1,666 | 0.41% | 0.41% | 643 | +209 | 0.95% | Q4 2025 | Feb 03, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 22,028 | 1,661 | 0.23% | 0.23% | 644 | +392 | 1.81% | Q4 2025 | Feb 04, 2026 |
| Arlington Trust Co LLC | History | Reduced | 21,998 | 1,659 | 0.17% | 0.3% | 645 | -800 | -3.51% | Q4 2025 | Jan 30, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 21,861 | 1,649 | 0.06% | 0.06% | 646 | +498 | 2.33% | Q4 2025 | Feb 04, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 21,764 | 1,641 | 0.6% | 0.63% | 647 | +1,615 | 8.02% | Q4 2025 | Feb 12, 2026 |
| Creekside Partners | History | Reduced | 21,703 | 1,637 | 0.69% | 0.84% | 648 | -4,281 | -16.48% | Q4 2025 | Feb 13, 2026 |
| CACTI ASSET MANAGEMENT LLC | History | New | 21,605 | 1,633 | 0.1% | — | 649 | +21,605 | New | Q4 2025 | Jan 02, 2026 |
| Lionsbridge Wealth Management LLC | History | Added to | 21,553 | 1,625 | 1.64% | 1.49% | 650 | +940 | 4.56% | Q4 2025 | Jan 26, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 21,504 | 1,622 | 0.28% | 0.25% | 651 | -554 | -2.51% | Q4 2025 | Jan 29, 2026 |
| Forum Financial Management, LP | History | Added to | 21,493 | 1,621 | 0.02% | 0.02% | 652 | +6,129 | 39.89% | Q4 2025 | Jan 27, 2026 |
| North Capital, Inc. | History | Added to | 21,487 | 1,620 | 1.4% | 1.2% | 653 | +326 | 1.54% | Q4 2025 | Feb 18, 2026 |
| IHT Wealth Management, LLC | History | Added to | 21,422 | 1,616 | 0.04% | 0.04% | 654 | +1,245 | 6.17% | Q4 2025 | Feb 17, 2026 |
| IRON Financial LLC | History | Added to | 21,284 | 1,605 | 0.74% | 0.74% | 655 | +234 | 1.11% | Q4 2025 | Jan 22, 2026 |
| Cambridge Advisors Inc. | History | Added to | 21,262 | 1,604 | 0.31% | 0.29% | 656 | +1,395 | 7.02% | Q4 2025 | Jan 21, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | Added to | 21,245 | 1,602 | 0.85% | 0.75% | 657 | +2,680 | 14.44% | Q4 2025 | Feb 11, 2026 |
| Seed Wealth Management, Inc. | History | No change | 21,244 | 1,602 | 1.1% | 1.08% | 658 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DAVIS R M INC | History | No change | 21,222 | 1,600 | 0.03% | 0.03% | 659 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 21,116 | 1,592 | 0.04% | 0.02% | 660 | +8,011 | 61.13% | Q4 2025 | Jan 29, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | New | 20,950 | 1,580 | 0.03% | — | 661 | +20,950 | New | Q4 2025 | Feb 18, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 20,890 | 1,575 | 0.22% | 0.1% | 662 | +11,666 | 126.47% | Q4 2025 | Feb 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 20,867 | 1,574 | 0.11% | 0.09% | 664 | +3,224 | 18.27% | Q4 2025 | Jan 08, 2026 |
| Prospera Financial Services Inc | History | Added to | 20,861 | 1,574 | 0.03% | 0.02% | 663 | +1,246 | 6.35% | Q4 2025 | Feb 09, 2026 |
| LRI Investments, LLC | History | No change | 20,843 | 1,572 | 0.13% | 0.13% | 665 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 19,559 | 1,569 | 0.39% | 0.3% | 666 | +5,048 | 34.79% | Q4 2025 | Feb 05, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 20,473 | 1,544 | 0.03% | 0.03% | 667 | +1,620 | 8.59% | Q4 2025 | Jan 28, 2026 |
| ATLas Financial Planning LLC | History | New | 20,414 | 1,540 | 1.51% | — | 668 | +20,414 | New | Q4 2025 | Feb 17, 2026 |
| Pacific Center for Financial Services | History | No change | 20,940 | 1,538 | 0.39% | 0.39% | 669 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Edge Financial Advisors LLC | History | Reduced | 20,299 | 1,531 | 0.64% | 0.71% | 670 | -1,200 | -5.58% | Q4 2025 | Jan 28, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 20,284 | 1,530 | 0.31% | 0.34% | 671 | -152 | -0.74% | Q4 2025 | Jan 23, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 20,227 | 1,525 | 0.05% | 0.04% | 672 | +2,991 | 17.35% | Q4 2025 | Feb 11, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Added to | 20,159 | 1,520 | 0.95% | 0.88% | 673 | +4,866 | 31.82% | Q4 2025 | Jan 14, 2026 |
| Pitti Group Wealth Management, LLC | History | Reduced | 20,083 | 1,515 | 1.25% | 1.29% | 674 | -598 | -2.89% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 20,046 | 1,512 | 0.0% | — | 675 | +20,046 | New | Q4 2025 | Feb 17, 2026 |
| SouthState Bank Corp | History | Reduced | 20,034 | 1,511 | 0.07% | 0.08% | 676 | -2,147 | -9.68% | Q4 2025 | Feb 11, 2026 |
| UNITED BANK | History | No change | 20,000 | 1,508 | 0.2% | 0.18% | 677 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 19,857 | 1,504 | 0.02% | 0.02% | 678 | +786 | 4.12% | Q4 2025 | Feb 05, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 19,932 | 1,503 | 0.03% | 0.02% | 680 | +5,704 | 40.09% | Q4 2025 | Feb 09, 2026 |
| DeDora Capital, Inc. | History | Added to | 19,930 | 1,503 | 0.36% | 0.33% | 679 | +1,248 | 6.68% | Q4 2025 | Jan 22, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 19,806 | 1,494 | 0.21% | 0.2% | 681 | +44 | 0.22% | Q4 2025 | Feb 13, 2026 |
| Wiser Wealth Management, Inc | History | Reduced | 19,770 | 1,491 | 0.33% | 0.36% | 682 | -1,846 | -8.54% | Q4 2025 | Jan 12, 2026 |
| M3 Advisory Group, LLC | History | Added to | 19,713 | 1,487 | 0.91% | 0.85% | 683 | +1,095 | 5.88% | Q4 2025 | Jan 16, 2026 |
| Smithfield Trust Co | History | Reduced | 19,666 | 1,483 | 0.07% | 0.08% | 684 | -3,457 | -14.95% | Q4 2025 | Feb 09, 2026 |
| NIXON PEABODY TRUST CO | History | Added to | 19,646 | 1,482 | 0.11% | 0.1% | 685 | +965 | 5.17% | Q4 2025 | Feb 06, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 19,585 | 1,477 | 1.31% | — | 687 | +19,585 | New | Q4 2025 | Feb 17, 2026 |
| NOVEM GROUP | History | Reduced | 19,584 | 1,477 | 0.17% | 0.17% | 686 | -2 | -0.01% | Q4 2025 | Jan 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 19,485 | 1,469 | 0.02% | 0.01% | 688 | +9,740 | 99.95% | Q4 2025 | Jan 29, 2026 |
| Gridiron Partners, LLC | History | Reduced | 19,427 | 1,465 | 0.83% | 0.81% | 689 | -1,667,863 | -98.85% | Q4 2025 | Jan 08, 2026 |
| True Wealth Design, LLC | History | Added to | 19,356 | 1,460 | 0.43% | 0.02% | 690 | +18,602 | 2467.11% | Q4 2025 | Jan 08, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 19,267 | 1,453 | 0.04% | 0.03% | 691 | +5,210 | 37.06% | Q4 2025 | Jan 28, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 19,065 | 1,438 | 0.32% | 0.29% | 692 | +2,143 | 12.66% | Q4 2025 | Jan 29, 2026 |
| Calamos Wealth Management LLC | History | No change | 19,040 | 1,436 | 0.05% | 0.05% | 693 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Blue Trust, Inc. | History | Reduced | 19,023 | 1,435 | 0.02% | 0.02% | 695 | -2,473 | -11.5% | Q4 2025 | Jan 16, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 18,262 | 1,435 | 0.09% | 0.09% | 694 | -232 | -1.25% | Q4 2025 | Jan 23, 2026 |
| Financial Connections Group, Inc. | History | Added to | 18,970 | 1,431 | 0.49% | 0.54% | 696 | +10 | 0.05% | Q4 2025 | Jan 23, 2026 |
| FIRST COMMUNITY TRUST NA | History | Added to | 18,831 | 1,420 | 1.06% | 0.5% | 697 | +9,982 | 112.8% | Q4 2025 | Jan 16, 2026 |
| True Vision MN LLC | History | Reduced | 18,797 | 1,418 | 0.72% | 0.73% | 698 | -315 | -1.65% | Q4 2025 | Jan 14, 2026 |
| NorthLanding Financial Partners, LLC | History | Reduced | 18,778 | 1,416 | 1.14% | 1.18% | 699 | -400 | -2.09% | Q4 2025 | Jan 26, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 18,782 | 1,416 | 0.14% | 0.14% | 700 | -23 | -0.12% | Q4 2025 | Feb 13, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 18,610 | 1,403 | 0.58% | 0.49% | 702 | -1,238 | -6.24% | Q4 2025 | Jan 28, 2026 |
| FIDUCIARY TRUST CO | History | No change | 18,599 | 1,403 | 0.02% | 0.02% | 701 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NORDEN GROUP LLC | History | Added to | 18,511 | 1,396 | 0.14% | 0.08% | 703 | +7,298 | 65.09% | Q4 2025 | Jan 13, 2026 |
| Partners in Financial Planning | History | Reduced | 18,517 | 1,396 | 0.24% | 0.24% | 704 | -19 | -0.1% | Q4 2025 | Feb 02, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 18,399 | 1,388 | 0.07% | 0.08% | 705 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Elm Partners Management LLC | History | Added to | 18,391 | 1,387 | 0.06% | 0.07% | 706 | +43 | 0.23% | Q4 2025 | Feb 10, 2026 |
| Clarius Group, LLC | History | Reduced | 18,015 | 1,359 | 0.08% | 0.09% | 707 | -1,663 | -8.45% | Q4 2025 | Jan 14, 2026 |
| Blankinship & Foster, LLC | History | Reduced | 18,009 | 1,358 | 0.29% | 0.29% | 708 | -20 | -0.11% | Q4 2025 | Jan 23, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 17,990 | 1,357 | 0.06% | 0.06% | 709 | -333 | -1.82% | Q4 2025 | Jan 26, 2026 |
| DT Investment Partners, LLC | History | Reduced | 17,948 | 1,353 | 0.11% | 0.11% | 710 | -436 | -2.37% | Q4 2025 | Feb 10, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 17,835 | 1,345 | 0.19% | 0.15% | 712 | +5,134 | 40.42% | Q4 2025 | Jan 12, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 17,831 | 1,345 | 0.12% | 0.12% | 711 | -226 | -1.25% | Q4 2025 | Feb 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 17,816 | 1,344 | 0.01% | 0.0% | 713 | +10,081 | 130.33% | Q4 2025 | Feb 17, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 17,731 | 1,337 | 0.52% | 0.54% | 714 | +312 | 1.79% | Q4 2025 | Jan 28, 2026 |
| Donalies Financial Planning, LLC | History | New | 17,682 | 1,333 | 1.14% | — | 715 | +17,682 | New | Q4 2025 | Feb 17, 2026 |
| CAPITAL CITY TRUST CO/FL | History | Added to | 17,643 | 1,330 | 0.3% | 0.29% | 716 | +1,256 | 7.66% | Q4 2025 | Feb 03, 2026 |
| WHITTIER TRUST CO | History | Added to | 17,143 | 1,330 | 0.01% | 0.01% | 717 | +126 | 0.74% | Q4 2025 | Jan 26, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 17,526 | 1,322 | 0.01% | 0.01% | 718 | -1,313 | -6.97% | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 17,523 | 1,321 | 0.05% | 0.03% | 719 | +6,078 | 53.11% | Q4 2025 | Jan 13, 2026 |
| Hudock, Inc. | History | Added to | 17,415 | 1,313 | 0.19% | 0.18% | 720 | +1,164 | 7.16% | Q4 2025 | Feb 12, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 17,407 | 1,313 | 0.08% | 0.08% | 721 | +144 | 0.83% | Q4 2025 | Jan 29, 2026 |
| Integrated Advisors Network LLC | History | Added to | 17,173 | 1,295 | 0.06% | 0.05% | 722 | +269 | 1.59% | Q4 2025 | Feb 17, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 17,159 | 1,294 | 0.31% | 0.29% | 723 | +1,517 | 9.7% | Q4 2025 | Feb 11, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Added to | 17,136 | 1,292 | 0.0% | 0.0% | 724 | +1,740 | 11.3% | Q4 2025 | Feb 13, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Added to | 17,122 | 1,291 | 0.35% | 0.09% | 725 | +12,297 | 254.86% | Q4 2025 | Feb 03, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 17,087 | 1,289 | 0.96% | — | 727 | +17,087 | New | Q4 2025 | Feb 06, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 17,099 | 1,289 | 0.05% | 0.05% | 726 | +3,742 | 28.02% | Q4 2025 | Feb 09, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 16,987 | 1,281 | 0.37% | 0.34% | 728 | +2,011 | 13.43% | Q4 2025 | Feb 11, 2026 |
| StoneX Group Inc. | History | Added to | 16,938 | 1,279 | 0.06% | 0.05% | 729 | +993 | 6.23% | Q4 2025 | Feb 12, 2026 |
| WEIK CAPITAL MANAGEMENT | History | Added to | 16,800 | 1,267 | 0.47% | 0.46% | 730 | +10 | 0.06% | Q4 2025 | Feb 11, 2026 |
| Squarepoint Ops LLC | History | Reduced | 16,748 | 1,263 | 0.0% | 0.01% | 731 | -79,465 | -82.59% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 16,050 | 1,262 | 0.06% | 0.06% | 732 | +864 | 5.69% | Q4 2025 | Jan 21, 2026 |
| HARDING LOEVNER LP | History | New | 16,692 | 1,259 | 0.01% | — | 733 | +16,692 | New | Q4 2025 | Feb 17, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | New | 16,692 | 1,259 | 0.02% | — | 734 | +16,692 | New | Q4 2025 | Jan 13, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 16,673 | 1,257 | 0.49% | 0.46% | 735 | +490 | 3.03% | Q4 2025 | Jan 21, 2026 |
| HALL LAURIE J TRUSTEE | History | No change | 16,629 | 1,254 | 0.42% | 0.4% | 736 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 16,480 | 1,243 | 0.02% | 0.02% | 737 | -2,294 | -12.22% | Q4 2025 | Feb 10, 2026 |
| Csenge Advisory Group | History | Reduced | 16,396 | 1,236 | 0.06% | 0.08% | 738 | -5,561 | -25.33% | Q4 2025 | Feb 06, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 16,362 | 1,234 | 0.13% | 0.16% | 739 | -882 | -5.11% | Q4 2025 | Jan 28, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 16,285 | 1,228 | 0.36% | 0.36% | 740 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ascent Group, LLC | History | Added to | 16,244 | 1,225 | 0.04% | 0.04% | 741 | +81 | 0.5% | Q4 2025 | Jan 20, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 15,107 | 1,224 | 0.43% | 0.25% | 742 | +5,565 | 58.32% | Q4 2025 | Feb 11, 2026 |
| Aprio Wealth Management, LLC | History | New | 16,221 | 1,223 | 0.07% | — | 744 | +16,221 | New | Q4 2025 | Jan 29, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 16,216 | 1,223 | 0.13% | 0.14% | 743 | -412 | -2.48% | Q4 2025 | Jan 23, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 16,176 | 1,220 | 0.33% | 0.19% | 745 | -30 | -0.19% | Q4 2025 | Jan 27, 2026 |
| Carter Financial, LLC | History | New | 16,169 | 1,219 | 1.08% | — | 748 | +16,169 | New | Q4 2025 | Mar 17, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 16,170 | 1,219 | 0.21% | 0.19% | 746 | +1,848 | 12.9% | Q4 2025 | Feb 02, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 16,165 | 1,219 | 0.13% | 0.13% | 747 | +78 | 0.48% | Q4 2025 | Jan 20, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 16,139 | 1,217 | 0.07% | 0.07% | 749 | +427 | 2.72% | Q4 2025 | Feb 10, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 16,108 | 1,215 | 0.36% | 0.36% | 750 | +287 | 1.81% | Q4 2025 | Feb 13, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 14,767 | 1,213 | 0.52% | 0.45% | 751 | +2,416 | 19.56% | Q4 2025 | Feb 17, 2026 |
| Wallace Advisory Group, LLC | History | Reduced | 15,985 | 1,205 | 1.26% | 1.05% | 752 | -3,016 | -15.87% | Q4 2025 | Jan 23, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 15,922 | 1,201 | 0.04% | 0.04% | 753 | +2,884 | 22.12% | Q4 2025 | Feb 02, 2026 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | History | Added to | 14,988 | 1,196 | 0.8% | 0.74% | 754 | +731 | 5.13% | Q4 2025 | Feb 17, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 15,846 | 1,195 | 0.07% | 0.07% | 755 | -689 | -4.17% | Q4 2025 | Feb 17, 2026 |
| Independent Family Office, LLC | History | No change | 15,774 | 1,189 | 0.5% | 0.49% | 756 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 15,646 | 1,180 | 0.02% | 0.02% | 757 | +63 | 0.4% | Q4 2025 | Jan 30, 2026 |
| Tilson Financial Group, Inc. | History | Reduced | 15,638 | 1,179 | 0.36% | 0.38% | 758 | -46 | -0.29% | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 15,503 | 1,174 | 0.04% | 0.06% | 761 | +2,247 | 16.95% | Q4 2025 | Feb 13, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 15,565 | 1,174 | 0.18% | 0.18% | 760 | +351 | 2.31% | Q4 2025 | Jan 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 15,572 | 1,174 | 0.06% | 0.06% | 759 | +102 | 0.66% | Q4 2025 | Feb 10, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 15,447 | 1,165 | 0.63% | 0.65% | 762 | -277 | -1.76% | Q4 2025 | Feb 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 15,276 | 1,152 | 0.01% | 0.01% | 763 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 15,259 | 1,151 | 0.03% | 0.05% | 764 | +3,881 | 34.11% | Q4 2025 | Feb 10, 2026 |
| Nabity-Jensen Investment Management Inc | History | Added to | 15,240 | 1,149 | 0.78% | 0.68% | 765 | +1,813 | 13.5% | Q4 2025 | Jan 26, 2026 |
| IFG Advisory, LLC | History | Added to | 15,169 | 1,144 | 0.05% | 0.05% | 766 | +941 | 6.61% | Q4 2025 | Feb 10, 2026 |
| Lummis Asset Management, LP | History | Reduced | 15,081 | 1,137 | 0.7% | 0.73% | 767 | -14 | -0.09% | Q4 2025 | Feb 10, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 15,065 | 1,136 | 0.33% | 0.33% | 768 | -571 | -3.65% | Q4 2025 | Jan 12, 2026 |
| ProVise Management Group, LLC | History | Reduced | 14,980 | 1,130 | 0.08% | 0.08% | 769 | -402 | -2.61% | Q4 2025 | Jan 29, 2026 |
| Obermeyer Wealth Partners | History | New | 14,929 | 1,126 | 0.05% | — | 770 | +14,929 | New | Q4 2025 | Jan 29, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Added to | 14,930 | 1,126 | 0.77% | 0.81% | 771 | +178 | 1.21% | Q4 2025 | Feb 05, 2026 |
| VestGen Investment Management | History | Added to | 14,924 | 1,125 | 0.62% | 0.61% | 772 | +1,202 | 8.76% | Q4 2025 | Feb 18, 2026 |
| Auxano Advisors, LLC | History | Added to | 14,918 | 1,125 | 0.22% | 0.23% | 773 | +271 | 1.85% | Q4 2025 | Feb 06, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 14,914 | 1,125 | 0.02% | 0.02% | 774 | -28 | -0.19% | Q4 2025 | Feb 11, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 14,899 | 1,123 | 0.02% | 0.02% | 775 | -1,206 | -7.49% | Q4 2025 | Jan 22, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 14,867 | 1,121 | 0.37% | 0.36% | 776 | +578 | 4.05% | Q4 2025 | Jan 20, 2026 |
| Bryant Woods Investment Advisors, LLC | History | No change | 14,817 | 1,117 | 0.43% | 0.43% | 777 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Aufman Associates Inc | History | Added to | 14,665 | 1,106 | 0.57% | 0.6% | 778 | +260 | 1.8% | Q4 2025 | Feb 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 14,614 | 1,102 | 0.06% | 0.05% | 779 | +3,321 | 29.41% | Q4 2025 | Jan 26, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 14,605 | 1,101 | 0.35% | 0.38% | 780 | -901 | -5.81% | Q4 2025 | Feb 11, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Added to | 14,586 | 1,100 | 0.29% | 0.29% | 781 | +135 | 0.93% | Q4 2025 | Feb 05, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 14,550 | 1,097 | 0.03% | 0.03% | 782 | -444 | -2.96% | Q4 2025 | Feb 03, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 14,439 | 1,089 | 0.52% | 0.51% | 783 | +208 | 1.46% | Q4 2025 | Jan 21, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 14,409 | 1,087 | 0.09% | 0.08% | 784 | +1,818 | 14.44% | Q4 2025 | Feb 09, 2026 |
| Intrinsic Value Partners, LLC | History | Reduced | 14,417 | 1,087 | 0.82% | 0.89% | 785 | -500 | -3.35% | Q4 2025 | Jan 21, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 14,317 | 1,080 | 0.75% | 0.77% | 786 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Berger Financial Group, Inc | History | Added to | 14,261 | 1,075 | 0.06% | 0.05% | 787 | +1,829 | 14.71% | Q4 2025 | Jan 27, 2026 |
| Old North State Wealth Management, LLC | History | Added to | 14,259 | 1,075 | 0.51% | 0.45% | 788 | +1,062 | 8.05% | Q4 2025 | Jan 23, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 22,611 | 1,073 | 0.43% | — | 789 | +22,611 | New | Q4 2025 | Feb 17, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 14,218 | 1,072 | 0.04% | 0.04% | 790 | -822 | -5.47% | Q4 2025 | Feb 09, 2026 |
| Hurley Capital, LLC | History | Reduced | 14,200 | 1,071 | 0.6% | 0.6% | 791 | -359 | -2.47% | Q4 2025 | Feb 17, 2026 |
| BAYBAN | History | New | 14,181 | 1,069 | 0.94% | — | 792 | +14,181 | New | Q4 2025 | Mar 05, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 14,107 | 1,064 | 0.2% | 0.09% | 793 | +9,624 | 214.68% | Q4 2025 | Jan 26, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 14,037 | 1,059 | 0.01% | 0.01% | 794 | +757 | 5.7% | Q4 2025 | Feb 02, 2026 |
| 14B Captial Management LP | History | New | 14,000 | 1,056 | 0.85% | — | 796 | +14,000 | New | Q4 2025 | Feb 17, 2026 |
| Matrix Trust Co | History | Reduced | 14,000 | 1,056 | 0.17% | 0.19% | 795 | -2,179 | -13.47% | Q4 2025 | Jan 13, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 13,941 | 1,051 | 0.41% | 0.37% | 797 | +1,776 | 14.6% | Q4 2025 | Jan 28, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 13,875 | 1,046 | 0.16% | 0.15% | 798 | +2,132 | 18.16% | Q4 2025 | Jan 28, 2026 |
| Tolleson Wealth Management, Inc. | History | Reduced | 13,831 | 1,043 | 0.15% | 0.18% | 799 | -1,743 | -11.19% | Q4 2025 | Feb 17, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 15,112 | 1,036 | 0.36% | 0.32% | 800 | +1,603 | 11.87% | Q4 2025 | Jan 09, 2026 |