iSHARES TRUST - IEFA
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 25 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 227,762,243 | 20,375,610 | 1.48% | 1.33% | 1 | +2,898,995 | 1.29% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 104,883,248 | 9,382,855 | 0.56% | 0.53% | 2 | +4,892,313 | 4.89% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 100,633,222 | 9,002,741 | 5.49% | 5.69% | 3 | +4,092,682 | 4.24% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 79,118,875 | 7,077,974 | 1.29% | 1.27% | 4 | +2,898,461 | 3.8% | Q4 2025 | Feb 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 46,633,589 | 4,182,426 | 10.02% | 10.05% | 5 | -942,901 | -1.98% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 43,144,722 | 3,859,726 | 1.2% | 1.05% | 6 | +5,635,481 | 15.02% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 40,788,933 | 3,648,977 | 1.0% | 0.99% | 7 | +1,799,732 | 4.62% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 35,160,499 | 3,145,458 | 0.55% | 0.53% | 8 | +1,557,410 | 4.63% | Q4 2025 | Feb 10, 2026 |
| US BANCORP \DE\ | History | Reduced | 35,119,123 | 3,141,785 | 3.68% | 3.67% | 9 | -332,556 | -0.94% | Q4 2025 | Jan 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 34,998,927 | 3,131,004 | 1.98% | 1.98% | 10 | +1,044,074 | 3.07% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 34,884,494 | 3,120,766 | 0.93% | 0.98% | 11 | -4,205,575 | -10.76% | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | Reduced | 31,516,920 | 2,819,503 | 0.05% | 0.05% | 12 | -1,092,318 | -3.35% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 26,194,168 | 2,343,330 | 0.12% | 0.11% | 13 | +1,426,765 | 5.76% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 23,596,055 | 2,110,903 | 0.26% | 0.25% | 14 | +173,185 | 0.74% | Q4 2025 | Mar 25, 2026 |
| UBS Group AG | History | Added to | 21,491,185 | 1,922,601 | 0.31% | 0.29% | 15 | +216,878 | 1.02% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 18,177,164 | 1,626,129 | 0.1% | 0.09% | 16 | +667,156 | 3.81% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 17,557,183 | 1,570,665 | 2.09% | 1.93% | 17 | +1,233,072 | 7.55% | Q4 2025 | Feb 02, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 16,742,550 | 1,497,788 | 0.82% | 0.87% | 18 | +379,750 | 2.32% | Q4 2025 | Feb 06, 2026 |
| M&T BANK CORP | History | Reduced | 13,688,589 | 1,224,581 | 3.93% | 4.04% | 19 | -76,471 | -0.56% | Q4 2025 | Jan 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 13,449,696 | 1,203,262 | 0.27% | 0.26% | 20 | +633,958 | 4.95% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 12,495,924 | 1,117,885 | 0.39% | 0.46% | 21 | -1,130,965 | -8.3% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Reduced | 11,216,043 | 1,003,387 | 1.46% | 1.64% | 22 | -384,681 | -3.32% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 11,115,326 | 994,379 | 0.89% | 0.82% | 23 | +809,906 | 7.86% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 10,758,681 | 962,471 | 1.05% | 1.07% | 24 | +261,488 | 2.49% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 9,726,760 | 870,200 | 1.04% | 1.04% | 25 | +475,010 | 5.13% | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Reduced | 9,608,903 | 859,612 | 1.64% | 1.7% | 26 | -258,017 | -2.61% | Q4 2025 | Feb 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 9,364,809 | 837,775 | 3.0% | 2.66% | 27 | +696,674 | 8.04% | Q4 2025 | Jan 30, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 8,904,224 | 796,571 | 2.8% | 2.83% | 28 | +105,373 | 1.2% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 8,819,528 | 788,996 | 0.13% | — | 29 | +8,819,528 | New | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 8,364,991 | 748,332 | 1.53% | 1.5% | 30 | +324,352 | 4.03% | Q4 2025 | Jan 23, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 6,448,530 | 576,885 | 0.18% | 0.18% | 31 | -122,971 | -1.87% | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | Reduced | 6,395,496 | 572,141 | 8.04% | 7.89% | 32 | -108,946 | -1.67% | Q4 2025 | Feb 03, 2026 |
| Baird Financial Group, Inc. | History | Added to | 5,868,880 | 525,030 | 0.82% | 0.79% | 33 | +234,421 | 4.16% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 5,463,367 | 488,752 | 0.53% | 0.48% | 34 | +660,292 | 13.75% | Q4 2025 | Feb 06, 2026 |
| Cresset Asset Management, LLC | History | Added to | 5,420,447 | 484,913 | 2.04% | 1.95% | 35 | +295,149 | 5.76% | Q4 2025 | Feb 17, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 5,246,982 | 469,395 | 6.83% | 6.32% | 36 | +403,031 | 8.32% | Q4 2025 | Feb 09, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 5,182,551 | 463,630 | 4.55% | 4.17% | 37 | +1,603,297 | 44.79% | Q4 2025 | Feb 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 4,968,670 | 444,497 | 2.68% | 3.1% | 38 | +27,703 | 0.56% | Q4 2025 | Feb 17, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 4,596,456 | 411,198 | 74.76% | 6.07% | 39 | +235,394 | 5.4% | Q4 2025 | Mar 04, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 4,510,238 | 407,500 | 0.66% | 0.56% | 40 | +554,123 | 14.01% | Q4 2025 | Jan 15, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 4,533,875 | 405,600 | 4.61% | 4.49% | 41 | -10,190 | -0.22% | Q4 2025 | Feb 13, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 4,460,584 | 399,043 | 3.21% | 2.98% | 42 | +276,466 | 6.61% | Q4 2025 | Jan 27, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 4,403,827 | 393,966 | 8.03% | 7.9% | 43 | +8,602 | 0.2% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 4,313,657 | 385,899 | 0.09% | 0.11% | 44 | -879,706 | -16.94% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 4,107,872 | 367,490 | 0.9% | 0.83% | 45 | +565,425 | 15.96% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 3,982,084 | 356,237 | 0.54% | 0.61% | 46 | -238,089 | -5.64% | Q4 2025 | Feb 18, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 3,957,803 | 354,065 | 0.53% | — | 47 | +3,957,803 | New | Q4 2025 | Feb 17, 2026 |
| Hirtle Callaghan & Co LLC | History | Added to | 3,787,505 | 338,830 | 11.54% | 11.39% | 48 | +75,612 | 2.04% | Q4 2025 | Feb 04, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 3,649,583 | 326,492 | 0.32% | 0.35% | 49 | -56,042 | -1.51% | Q4 2025 | Feb 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 3,575,462 | 319,860 | 7.64% | 7.63% | 50 | +36,016 | 1.02% | Q4 2025 | Feb 03, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,558,767 | 318,367 | 1.01% | 0.98% | 51 | +42,006 | 1.19% | Q4 2025 | Feb 02, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,530,871 | 315,871 | 4.82% | 4.72% | 52 | +103,272 | 3.01% | Q4 2025 | Jan 20, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 3,503,868 | 313,456 | 3.63% | 3.58% | 53 | -34,605 | -0.98% | Q4 2025 | Jan 21, 2026 |
| Bell Bank | History | Added to | 3,456,934 | 309,257 | 13.22% | 13.01% | 54 | +16,260 | 0.47% | Q4 2025 | Jan 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 3,277,563 | 293,210 | 5.85% | 7.88% | 55 | -1,268,847 | -27.91% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 3,178,400 | 284,339 | 0.38% | 0.4% | 56 | -337,390 | -9.6% | Q4 2025 | Feb 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 3,179,930 | 283,868 | 0.39% | 0.2% | 57 | +148,767 | 4.91% | Q4 2025 | Mar 09, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 3,155,022 | 282,248 | 4.65% | 4.11% | 58 | +476,553 | 17.79% | Q4 2025 | Feb 05, 2026 |
| &PARTNERS | History | Added to | 3,135,764 | 280,321 | 1.47% | 1.66% | 59 | +162,426 | 5.46% | Q4 2025 | Feb 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 3,132,601 | 280,242 | 5.97% | 5.62% | 60 | +277,421 | 9.72% | Q4 2025 | Feb 05, 2026 |
| Stairway Partners, LLC | History | Reduced | 3,097,597 | 277,111 | 14.35% | 14.62% | 61 | -54,785 | -1.74% | Q4 2025 | Jan 05, 2026 |
| Members Trust Co | History | Reduced | 3,045,976 | 272,493 | 8.89% | 8.79% | 62 | -14,944 | -0.49% | Q4 2025 | Jan 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 2,961,618 | 264,946 | 1.45% | 1.36% | 63 | +406,647 | 15.92% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Added to | 2,945,065 | 259,992 | 0.3% | 0.3% | 64 | +808,883 | 37.87% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,892,777 | 258,787 | 0.05% | — | 65 | +2,892,777 | New | Q4 2025 | Feb 13, 2026 |
| Align Financial, LLC | History | New | 256,392 | 256,392 | 0.15% | — | 66 | +256,392 | New | Q4 2025 | Feb 17, 2026 |
| Heritage Wealth Advisors | History | Added to | 2,858,755 | 255,744 | 9.77% | 9.8% | 67 | +295,418 | 11.52% | Q4 2025 | Feb 13, 2026 |
| Haverford Trust Co | History | Added to | 2,852,821 | 255,213 | 2.28% | 2.22% | 68 | +31,873 | 1.13% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,835,231 | 253,639 | 1.39% | 1.42% | 69 | -4,403 | -0.16% | Q4 2025 | Feb 12, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | Reduced | 2,775,067 | 248,257 | 8.19% | 8.82% | 70 | -66,042 | -2.32% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 2,683,640 | 240,078 | 0.17% | 0.18% | 71 | -15,953 | -0.59% | Q4 2025 | Feb 17, 2026 |
| Nationwide Fund Advisors | History | Added to | 2,632,100 | 235,467 | 10.08% | 12.26% | 72 | +86,095 | 3.38% | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,620,768 | 234,453 | 0.42% | 0.37% | 73 | +457,686 | 21.16% | Q4 2025 | Mar 16, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 2,613,675 | 233,819 | 1.63% | 1.63% | 74 | +33,373 | 1.29% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,520,192 | 230,749 | 0.31% | 0.33% | 75 | +16,846 | 0.67% | Q4 2025 | Jan 08, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 2,544,676 | 227,646 | 0.03% | 0.03% | 76 | -218,374 | -7.9% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 2,525,201 | 225,904 | 1.71% | 1.63% | 77 | +175,334 | 7.46% | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 2,410,674 | 216,647 | 0.26% | 0.29% | 78 | -376,538 | -13.51% | Q4 2025 | Feb 13, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 2,367,144 | 211,764 | 5.64% | 5.12% | 79 | +225,729 | 10.54% | Q4 2025 | Jan 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,364,300 | 211,510 | 3.12% | 2.53% | 80 | +449,393 | 23.47% | Q4 2025 | Feb 09, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 2,336,234 | 208,999 | 9.09% | 8.39% | 81 | +171,185 | 7.91% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 2,321,693 | 207,698 | 1.19% | 1.21% | 82 | +88,449 | 3.96% | Q4 2025 | Feb 13, 2026 |
| GREENLEAF TRUST | History | Reduced | 2,258,216 | 202,020 | 1.85% | 2.16% | 83 | -468,607 | -17.19% | Q4 2025 | Jan 21, 2026 |
| Passaic Partners LLC | History | Added to | 2,255,936 | 201,816 | 20.89% | 21.93% | 84 | +169,636 | 8.13% | Q4 2025 | Feb 11, 2026 |
| Matson Money. Inc. | History | Added to | 2,247,284 | 201,042 | 6.35% | 6.39% | 85 | +24,404 | 1.1% | Q4 2025 | Jan 20, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 2,227,611 | 199,282 | 2.67% | 2.72% | 86 | -48,556 | -2.13% | Q4 2025 | Jan 30, 2026 |
| Balentine LLC | History | Added to | 2,203,687 | 197,141 | 7.48% | 6.45% | 87 | +199,360 | 9.95% | Q4 2025 | Feb 02, 2026 |
| CKW FINANCIAL GROUP | History | Reduced | 2,158,492 | 193,099 | 20.94% | 20.77% | 88 | -9,666 | -0.45% | Q4 2025 | Jan 26, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 2,132,343 | 190,759 | 3.15% | — | 89 | +2,132,343 | New | Q4 2025 | Feb 13, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 2,094,791 | 187,400 | 9.75% | 9.55% | 90 | +51,286 | 2.51% | Q4 2025 | Jan 26, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 2,083,353 | 186,376 | 15.02% | 14.94% | 91 | +25,354 | 1.23% | Q4 2025 | Jan 21, 2026 |
| Investure, LLC | History | Added to | 2,068,119 | 185,013 | 10.34% | 10.81% | 92 | +67,474 | 3.37% | Q4 2025 | Feb 11, 2026 |
| CHOREO, LLC | History | Added to | 2,037,050 | 183,069 | 2.33% | 2.15% | 93 | +151,417 | 8.03% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,037,641 | 182,343 | 0.27% | 0.32% | 94 | -589,033 | -22.43% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 1,927,256 | 170,733 | 0.51% | 0.49% | 95 | +137,711 | 7.7% | Q4 2025 | Feb 10, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 1,892,363 | 169,290 | 3.53% | 3.48% | 96 | +41,962 | 2.27% | Q4 2025 | Feb 18, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 1,875,061 | 167,742 | 0.03% | 0.02% | 97 | +316,582 | 20.31% | Q4 2025 | Feb 17, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 1,852,854 | 165,756 | 7.87% | 7.73% | 98 | +29,039 | 1.59% | Q4 2025 | Jan 23, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 1,811,382 | 162,046 | 0.23% | 0.21% | 99 | +182,253 | 11.19% | Q4 2025 | Feb 10, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 1,811,291 | 162,038 | 6.07% | 5.28% | 100 | +199,944 | 12.41% | Q4 2025 | Feb 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 1,801,278 | 161,142 | 5.86% | 6.39% | 101 | -141,970 | -7.31% | Q4 2025 | Feb 02, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,760,288 | 157,475 | 0.02% | 0.03% | 102 | -39,197 | -2.18% | Q4 2025 | Feb 13, 2026 |
| Nuveen, LLC | History | No change | 1,748,830 | 156,450 | 0.04% | 0.04% | 103 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SCS Capital Management LLC | History | Added to | 1,697,724 | 151,878 | 1.61% | 1.56% | 104 | +62,120 | 3.8% | Q4 2025 | Feb 10, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 1,642,211 | 146,912 | 0.11% | 0.1% | 105 | -1,508 | -0.09% | Q4 2025 | Feb 13, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 1,632,826 | 146,072 | 11.89% | 11.51% | 106 | +234,965 | 16.81% | Q4 2025 | Feb 04, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 1,568,882 | 140,352 | 1.84% | 1.68% | 107 | +118,123 | 8.14% | Q4 2025 | Jan 22, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 1,521,699 | 136,131 | 3.52% | 3.67% | 108 | -31,092 | -2.0% | Q4 2025 | Jan 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,519,248 | 135,912 | 0.31% | 0.3% | 109 | +85,521 | 5.96% | Q4 2025 | Feb 11, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Reduced | 1,513,690 | 135,414 | 12.43% | 12.18% | 110 | -7,285 | -0.48% | Q4 2025 | Feb 06, 2026 |
| Alaska Permanent Capital Management, LLC | History | Reduced | 1,466,169 | 130,940 | 9.92% | 9.71% | 111 | -44,041 | -2.92% | Q4 2025 | Feb 13, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 1,453,131 | 129,997 | 5.58% | 5.42% | 112 | +118,157 | 8.85% | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,448,044 | 129,542 | 0.89% | 0.9% | 113 | +45,650 | 3.26% | Q4 2025 | Feb 17, 2026 |
| Wealthquest Corp | History | Added to | 1,406,512 | 125,826 | 9.5% | 9.37% | 114 | +60,822 | 4.52% | Q4 2025 | Feb 09, 2026 |
| FORM Wealth Advisors, LLC | History | New | 1,399,440 | 125,193 | 14.66% | — | 115 | +1,399,440 | New | Q4 2025 | Jan 28, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 1,394,669 | 124,767 | 2.27% | 2.55% | 116 | -95,298 | -6.4% | Q4 2025 | Jan 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,377,266 | 123,210 | 0.23% | 0.25% | 117 | -47,694 | -3.35% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 1,371,859 | 122,726 | 0.67% | 0.9% | 118 | -705,068 | -33.95% | Q4 2025 | Jan 29, 2026 |
| Facet Wealth, Inc. | History | Reduced | 1,277,124 | 120,509 | 2.13% | 2.5% | 119 | -104,622 | -7.57% | Q4 2025 | Jan 29, 2026 |
| First Financial Bank - Trust Division | History | Added to | 1,323,267 | 118,379 | 9.72% | 9.76% | 120 | +13,797 | 1.05% | Q4 2025 | Jan 02, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 1,297,594 | 116,082 | 6.34% | 6.13% | 121 | +113,407 | 9.58% | Q4 2025 | Jan 21, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,287,524 | 115,181 | 1.53% | 1.69% | 122 | -25,263 | -1.92% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 1,281,137 | 114,610 | 2.09% | 2.14% | 123 | +21,633 | 1.72% | Q4 2025 | Jan 23, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,277,254 | 114,263 | 0.41% | 0.47% | 124 | +82,102 | 6.87% | Q4 2025 | Feb 18, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,266,698 | 113,319 | 3.45% | 3.23% | 125 | -649 | -0.05% | Q4 2025 | Feb 11, 2026 |
| RKL Wealth Management LLC | History | Added to | 1,260,786 | 112,789 | 9.26% | 8.84% | 126 | +72,562 | 6.11% | Q4 2025 | Feb 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 1,243,921 | 111,281 | 0.31% | 0.33% | 127 | +28,801 | 2.37% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Added to | 1,235,426 | 110,521 | 0.44% | 0.4% | 128 | +8,226 | 0.67% | Q4 2025 | Jan 29, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 1,215,200 | 108,820 | 3.24% | 3.25% | 129 | +6,056 | 0.5% | Q4 2025 | Jan 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,215,007 | 108,695 | 0.29% | 0.27% | 130 | +85,028 | 7.52% | Q4 2025 | Feb 05, 2026 |
| Truepoint, Inc. | History | Reduced | 1,192,495 | 106,680 | 2.4% | 2.52% | 131 | -49,460 | -3.98% | Q4 2025 | Feb 11, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 1,164,647 | 104,189 | 3.66% | 3.88% | 132 | -40,877 | -3.39% | Q4 2025 | Jan 15, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 1,137,518 | 101,762 | 9.95% | 9.95% | 133 | -3,984 | -0.35% | Q4 2025 | Jan 29, 2026 |
| Wedmont Private Capital | History | Reduced | 1,108,495 | 101,205 | 3.52% | 3.69% | 134 | -19,066 | -1.69% | Q4 2025 | Jan 08, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 1,116,274 | 99,861 | 1.51% | 1.63% | 135 | -66,103 | -5.59% | Q4 2025 | Jan 22, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 1,711,037 | 99,206 | 7.84% | 8.71% | 136 | +59,586 | 3.61% | Q4 2025 | Feb 11, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 1,100,810 | 98,478 | 10.25% | 10.19% | 137 | +8,939 | 0.82% | Q4 2025 | Feb 05, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 1,096,260 | 98,071 | 0.05% | 0.05% | 138 | +116,990 | 11.95% | Q4 2025 | Mar 20, 2026 |
| Bangor Savings Bank | History | Added to | 1,076,871 | 96,336 | 7.75% | 7.41% | 139 | +58,480 | 5.74% | Q4 2025 | Jan 16, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 1,073,861 | 96,067 | 3.2% | 3.15% | 140 | +20,883 | 1.98% | Q4 2025 | Feb 09, 2026 |
| REGIONS FINANCIAL CORP | History | New | 1,050,877 | 94,011 | 0.6% | — | 141 | +1,050,877 | New | Q4 2025 | Jan 27, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 1,046,630 | 93,631 | 3.53% | 3.35% | 142 | +7,456 | 0.72% | Q4 2025 | Feb 04, 2026 |
| Arkos Global Advisors | History | Added to | 1,040,808 | 93,111 | 11.89% | 11.18% | 143 | +35,379 | 3.52% | Q4 2025 | Feb 13, 2026 |
| CX Institutional | History | Reduced | 1,022,536 | 91,476 | 2.73% | 2.86% | 144 | -55,783 | -5.17% | Q4 2025 | Feb 02, 2026 |
| Parcion Private Wealth LLC | History | Added to | 1,015,610 | 90,856 | 5.53% | 5.47% | 145 | +10,845 | 1.08% | Q4 2025 | Jan 26, 2026 |
| Diversified Trust Co | History | Added to | 1,013,570 | 90,674 | 1.67% | 1.56% | 146 | +116,916 | 13.04% | Q4 2025 | Jan 09, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 1,013,101 | 90,632 | 10.45% | 11.0% | 147 | +21,311 | 2.15% | Q4 2025 | Feb 17, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 1,008,825 | 90,508 | 4.72% | 4.68% | 148 | +29,532 | 3.02% | Q4 2025 | Mar 04, 2026 |
| AE Wealth Management LLC | History | Added to | 1,004,559 | 89,868 | 0.52% | 0.35% | 149 | +370,179 | 58.35% | Q4 2025 | Jan 26, 2026 |
| Gotham Asset Management, LLC | History | Added to | 993,241 | 88,855 | 0.32% | 0.34% | 150 | +111,247 | 12.61% | Q4 2025 | Feb 17, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 986,467 | 88,249 | 0.07% | 0.11% | 151 | -537,811 | -35.28% | Q4 2025 | Feb 13, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Added to | 984,353 | 88,060 | 4.99% | 4.79% | 152 | +32,400 | 3.4% | Q4 2025 | Feb 11, 2026 |
| Legacy Edge Advisors, LLC | History | New | 966,892 | 86,498 | 9.47% | — | 153 | +966,892 | New | Q4 2025 | Feb 02, 2026 |
| CWM, LLC | History | Added to | 950,067 | 84,993 | 0.23% | 0.18% | 154 | +250,382 | 35.78% | Q4 2025 | Jan 26, 2026 |
| MAKENA CAPITAL MANAGEMENT LLC | History | Reduced | 934,336 | 83,576 | 10.02% | 10.52% | 155 | -232,774 | -19.94% | Q4 2025 | Feb 03, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 933,568 | 83,516 | 11.11% | 11.03% | 156 | -51,663 | -5.24% | Q4 2025 | Jan 05, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 933,490 | 83,509 | 0.72% | 0.64% | 157 | +103,475 | 12.47% | Q4 2025 | Feb 05, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 930,902 | 83,278 | 8.83% | 8.67% | 158 | +36,025 | 4.03% | Q4 2025 | Jan 09, 2026 |
| Callan Family Office, LLC | History | Added to | 929,299 | 83,135 | 1.79% | 2.26% | 159 | +118,634 | 14.63% | Q4 2025 | Feb 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 924,047 | 82,665 | 1.04% | 0.97% | 160 | +79,311 | 9.39% | Q4 2025 | Feb 09, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 921,275 | 82,417 | 4.99% | 4.99% | 161 | +21,081 | 2.34% | Q4 2025 | Jan 07, 2026 |
| ASPIRIANT, LLC | History | Added to | 915,576 | 81,907 | 2.35% | 2.24% | 162 | +76,404 | 9.1% | Q4 2025 | Jan 20, 2026 |
| Brookstone Capital Management | History | Added to | 914,163 | 81,780 | 0.94% | 0.89% | 163 | +60,576 | 7.1% | Q4 2025 | Jan 15, 2026 |
| Klingman & Associates, LLC | History | Added to | 909,227 | 81,339 | 3.92% | 3.69% | 164 | +70,577 | 8.42% | Q4 2025 | Jan 29, 2026 |
| AXIOM INVESTORS LLC /DE | History | New | 907,500 | 81,184 | 0.71% | — | 165 | +907,500 | New | Q4 2025 | Feb 11, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 886,889 | 79,341 | 0.06% | 0.04% | 166 | +276,096 | 45.2% | Q4 2025 | Feb 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 873,248 | 78,120 | 0.21% | 0.18% | 167 | +102,379 | 13.28% | Q4 2025 | Feb 17, 2026 |
| AMG National Trust Bank | History | Added to | 868,268 | 77,675 | 1.83% | 1.72% | 168 | +56,434 | 6.95% | Q4 2025 | Jan 30, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 863,260 | 77,227 | 4.69% | 4.72% | 169 | +23,752 | 2.83% | Q4 2025 | Jan 29, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 857,046 | 76,671 | 10.68% | 10.53% | 170 | -11,823 | -1.36% | Q4 2025 | Jan 26, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 856,832 | 76,652 | 22.54% | 15.83% | 171 | +315,895 | 58.4% | Q4 2025 | Feb 02, 2026 |
| Janney Capital Management LLC | History | Reduced | 838,033 | 74,970 | 4.71% | 4.66% | 172 | -18,519 | -2.16% | Q4 2025 | Feb 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 833,783 | 74,590 | 2.25% | 2.2% | 173 | +57,597 | 7.42% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 810,622 | 72,518 | 0.58% | 0.37% | 174 | -9,494 | -1.16% | Q4 2025 | Feb 13, 2026 |
| Opus Capital Group, LLC | History | Added to | 800,456 | 71,609 | 7.76% | 7.81% | 175 | +5,038 | 0.63% | Q4 2025 | Jan 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 797,439 | 71,338 | 0.29% | 0.29% | 176 | +63,831 | 8.7% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 796,404 | 71,246 | 0.7% | 0.71% | 177 | +7,392 | 0.94% | Q4 2025 | Feb 13, 2026 |
| BAILARD, INC. | History | Reduced | 794,385 | 71,065 | 1.57% | 1.51% | 178 | -247 | -0.03% | Q4 2025 | Feb 04, 2026 |
| Planning Project LLC | History | New | 791,868 | 70,840 | 17.8% | — | 179 | +791,868 | New | Q4 2025 | Feb 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 783,836 | 70,122 | 0.37% | 0.33% | 180 | +76,751 | 10.85% | Q4 2025 | Jan 12, 2026 |
| Constellation Investments, Inc. | History | No change | 779,498 | 69,733 | 2.15% | 3.18% | 181 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 777,324 | 69,539 | 1.07% | 1.12% | 182 | +74,917 | 10.67% | Q4 2025 | Feb 17, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 1,094,844 | 69,128 | 1.54% | 1.41% | 183 | +71,158 | 6.95% | Q4 2025 | Feb 04, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 760,649 | 68,047 | 2.54% | 2.42% | 184 | +62,003 | 8.87% | Q4 2025 | Feb 13, 2026 |
| Disciplina Capital Management LLC | History | Added to | 754,823 | 67,526 | 7.73% | 7.34% | 185 | +64,494 | 9.34% | Q4 2025 | Feb 11, 2026 |
| INTRUST BANK NA | History | Reduced | 746,265 | 66,760 | 5.53% | 5.62% | 186 | -27,599 | -3.57% | Q4 2025 | Feb 06, 2026 |
| Roth Financial Partners LLC | History | Added to | 743,113 | 66,478 | 21.93% | 21.84% | 187 | +691 | 0.09% | Q4 2025 | Jan 29, 2026 |
| Cabot-Wellington, LLC | History | Reduced | 737,240 | 65,953 | 21.15% | 21.18% | 188 | -12,742 | -1.7% | Q4 2025 | Jan 28, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 737,029 | 65,934 | 7.35% | 6.82% | 189 | +89,353 | 13.8% | Q4 2025 | Feb 04, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 723,732 | 64,745 | 3.73% | 4.5% | 190 | +97,859 | 15.64% | Q4 2025 | Feb 09, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 723,576 | 64,731 | 1.43% | 1.44% | 191 | -1,911 | -0.26% | Q4 2025 | Jan 07, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 722,504 | 64,674 | 5.59% | 5.21% | 192 | +722,308 | 368524.49% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Added to | 720,086 | 64,418 | 0.09% | 0.07% | 193 | +78,467 | 12.23% | Q4 2025 | Feb 13, 2026 |
| Curi Capital, LLC | History | Added to | 718,628 | 64,288 | 1.11% | 0.92% | 194 | +142,424 | 24.72% | Q4 2025 | Feb 17, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Reduced | 715,000 | 63,963 | 2.14% | 2.38% | 195 | -26,000 | -3.51% | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 702,893 | 62,880 | 0.67% | 0.47% | 196 | +346,438 | 97.19% | Q4 2025 | Jan 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 696,351 | 62,295 | 0.76% | 0.76% | 197 | +3,740 | 0.54% | Q4 2025 | Jan 21, 2026 |
| Midwest Trust Co | History | Added to | 694,326 | 62,114 | 0.78% | 0.71% | 198 | +66,960 | 10.67% | Q4 2025 | Feb 04, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 690,583 | 61,771 | 0.1% | 0.09% | 199 | +71,688 | 11.58% | Q4 2025 | Feb 10, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 687,721 | 61,523 | 6.69% | 6.95% | 200 | +13,161 | 1.95% | Q4 2025 | Feb 10, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 685,189 | 61,193 | 6.32% | 7.07% | 201 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 672,026 | 60,119 | 0.44% | 0.38% | 202 | +109,794 | 19.53% | Q4 2025 | Feb 12, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 670,600 | 59,991 | 5.58% | 5.47% | 203 | +36,097 | 5.69% | Q4 2025 | Feb 04, 2026 |
| Parkside Investments, LLC | History | Reduced | 669,198 | 59,866 | 7.54% | 7.4% | 204 | -9,062 | -1.34% | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | Added to | 653,305 | 58,444 | 1.07% | 1.04% | 205 | +659 | 0.1% | Q4 2025 | Feb 11, 2026 |
| Colony Family Offices, LLC | History | Added to | 650,927 | 58,231 | 14.54% | 14.41% | 206 | +13,562 | 2.13% | Q4 2025 | Jan 22, 2026 |
| RMR Wealth Builders | History | Added to | 650,800 | 58,220 | 4.66% | 4.42% | 207 | +46,318 | 7.66% | Q4 2025 | Jan 29, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 647,233 | 57,901 | 3.23% | 3.9% | 208 | -204,542 | -24.01% | Q4 2025 | Feb 06, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 641,554 | 57,393 | 0.68% | 0.51% | 209 | -17,739 | -2.69% | Q4 2025 | Feb 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 634,709 | 56,781 | 0.81% | 0.84% | 210 | -10,205 | -1.58% | Q4 2025 | Feb 02, 2026 |
| Jordan Park Group LLC | History | Added to | 631,318 | 56,477 | 3.27% | 3.05% | 211 | +18,072 | 2.95% | Q4 2025 | Feb 10, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Added to | 625,429 | 55,950 | 11.57% | 11.09% | 212 | +23,863 | 3.97% | Q4 2025 | Jan 23, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 622,821 | 55,717 | 3.76% | 4.49% | 213 | +18,313 | 3.03% | Q4 2025 | Feb 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 614,188 | 54,945 | 0.39% | 0.42% | 214 | +52,132 | 9.28% | Q4 2025 | Feb 18, 2026 |
| Brickley Wealth Management | History | Reduced | 608,255 | 54,414 | 9.17% | 9.27% | 215 | -1,135 | -0.19% | Q4 2025 | Jan 29, 2026 |
| Leverty Financial Group, LLC | History | Added to | 602,012 | 53,856 | 12.88% | 12.9% | 216 | +32,556 | 5.72% | Q4 2025 | Jan 09, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 597,678 | 53,468 | 3.29% | 3.19% | 217 | +24,232 | 4.23% | Q4 2025 | Feb 12, 2026 |
| Ledyard National Bank | History | Reduced | 590,540 | 52,829 | 4.55% | 4.66% | 218 | -5,466 | -0.92% | Q4 2025 | Jan 21, 2026 |
| Merit Financial Group, LLC | History | Reduced | 587,729 | 52,578 | 0.42% | 0.51% | 219 | -51,318 | -8.03% | Q4 2025 | Jan 26, 2026 |
| Fusion Family Wealth, LLC | History | Added to | 585,876 | 52,430 | 3.97% | 3.68% | 220 | +23,794 | 4.23% | Q4 2025 | Feb 04, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 583,284 | 52,180 | 6.13% | 6.08% | 221 | +2,462 | 0.42% | Q4 2025 | Jan 20, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 578,914 | 51,789 | 0.04% | — | 222 | +578,914 | New | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Reduced | 577,553 | 51,667 | 0.59% | 0.6% | 223 | -23,748 | -3.95% | Q4 2025 | Feb 05, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Added to | 577,270 | 51,642 | 6.75% | 6.37% | 224 | +19,250 | 3.45% | Q4 2025 | Feb 17, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 572,110 | 51,181 | 6.52% | 5.75% | 225 | +68,846 | 13.68% | Q4 2025 | Feb 13, 2026 |
| BANK OF HAWAII | History | Reduced | 560,049 | 50,101 | 2.48% | 2.44% | 226 | -25 | -0.0% | Q4 2025 | Mar 03, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 554,647 | 49,619 | 3.91% | 4.29% | 227 | +5,082 | 0.92% | Q4 2025 | Jan 28, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 554,325 | 49,589 | 0.86% | 0.99% | 228 | +64,942 | 13.27% | Q4 2025 | Feb 09, 2026 |
| Crewe Advisors LLC | History | Added to | 551,109 | 49,302 | 4.37% | 4.4% | 229 | +23,369 | 4.43% | Q4 2025 | Jan 16, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 550,722 | 49,267 | 14.33% | 13.91% | 230 | +5,942 | 1.09% | Q4 2025 | Feb 12, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 547,297 | 48,961 | 3.0% | 3.11% | 231 | -19,373 | -3.42% | Q4 2025 | Feb 06, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 546,724 | 48,910 | 1.27% | 1.24% | 232 | +76,392 | 16.24% | Q4 2025 | Feb 02, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 545,376 | 48,789 | 2.17% | 5.13% | 233 | -719,890 | -56.9% | Q4 2025 | Jan 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 542,118 | 48,643 | 0.09% | 0.09% | 234 | +14,902 | 2.83% | Q4 2025 | Feb 05, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 526,340 | 48,191 | 1.0% | 0.99% | 235 | +5,956 | 1.14% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Reduced | 534,828 | 47,845 | 0.02% | 0.02% | 236 | -45,516 | -7.84% | Q4 2025 | Feb 13, 2026 |
| SVB WEALTH LLC | History | Added to | 533,965 | 47,768 | 2.82% | 2.23% | 237 | +58,482 | 12.3% | Q4 2025 | Feb 04, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 527,353 | 47,177 | 3.82% | 3.81% | 238 | -5,651 | -1.06% | Q4 2025 | Feb 06, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 526,343 | 47,086 | 4.11% | 4.14% | 239 | -2,446 | -0.46% | Q4 2025 | Feb 12, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 600,693 | 46,884 | 4.29% | 4.29% | 240 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 518,847 | 46,416 | 0.72% | 0.81% | 241 | -43,129 | -7.67% | Q4 2025 | Feb 12, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 513,209 | 45,911 | 8.71% | 9.2% | 242 | +11,338 | 2.26% | Q4 2025 | Jan 14, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 511,573 | 45,765 | 0.83% | 0.79% | 243 | +13,599 | 2.73% | Q4 2025 | Feb 17, 2026 |
| NEOS Investment Management LLC | History | Added to | 503,520 | 45,044 | 0.26% | 0.06% | 244 | +413,920 | 461.96% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 503,180 | 45,014 | 0.51% | 0.64% | 245 | +78,438 | 18.47% | Q4 2025 | Jan 29, 2026 |
| Stash Investments, LLC | History | Added to | 501,760 | 44,887 | 17.99% | 18.03% | 246 | +21,689 | 4.52% | Q4 2025 | Jan 06, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 498,407 | 44,587 | 4.64% | 4.48% | 247 | +8,649 | 1.77% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 496,241 | 44,393 | 0.04% | 0.02% | 248 | +303,791 | 157.85% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 494,531 | 44,240 | 0.78% | 0.66% | 249 | +158,587 | 47.21% | Q4 2025 | Feb 06, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 493,106 | 44,113 | 1.84% | 1.88% | 250 | -6,033 | -1.21% | Q4 2025 | Jan 26, 2026 |
| World Investment Advisors | History | Added to | 491,639 | 43,982 | 0.71% | 0.76% | 251 | +65,520 | 15.38% | Q4 2025 | Mar 12, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 489,052 | 43,750 | 10.91% | 10.57% | 252 | +18,067 | 3.84% | Q4 2025 | Jan 02, 2026 |
| Pathstone Holdings, LLC | History | New | 488,977 | 43,741 | 0.17% | — | 253 | +488,977 | New | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Reduced | 488,202 | 43,674 | 0.64% | 0.69% | 254 | -28,111 | -5.44% | Q4 2025 | Feb 13, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 486,488 | 43,521 | 7.46% | 7.29% | 255 | +4,193 | 0.87% | Q4 2025 | Jan 26, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 481,323 | 43,059 | 0.56% | 0.55% | 256 | +13,825 | 2.96% | Q4 2025 | Feb 09, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 479,509 | 42,896 | 13.84% | 2.17% | 257 | +328,461 | 217.45% | Q4 2025 | Jan 27, 2026 |
| WHITTIER TRUST CO | History | Added to | 459,859 | 42,104 | 0.46% | 0.44% | 258 | +22,502 | 5.14% | Q4 2025 | Jan 26, 2026 |
| VICUS CAPITAL | History | Reduced | 470,031 | 42,049 | 3.15% | 4.72% | 259 | -237,568 | -33.57% | Q4 2025 | Jan 22, 2026 |
| Private Advisor Group, LLC | History | Added to | 468,029 | 41,869 | 0.2% | 0.17% | 260 | +63,453 | 15.68% | Q4 2025 | Feb 17, 2026 |
| Chan Zuckerberg Initiative, LLC | History | No change | 464,927 | 41,592 | 27.9% | 43.35% | 261 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 463,721 | 41,484 | 1.87% | 2.04% | 262 | -16,765 | -3.49% | Q4 2025 | Jan 14, 2026 |
| AlphaCore Capital LLC | History | Added to | 460,625 | 41,207 | 0.92% | 0.77% | 263 | +198,813 | 75.94% | Q4 2025 | Feb 05, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 456,310 | 40,821 | 3.04% | 3.13% | 264 | -6,808 | -1.47% | Q4 2025 | Jan 16, 2026 |
| Probity Advisors, Inc. | History | Added to | 453,369 | 40,558 | 6.5% | 6.39% | 265 | +1,939 | 0.43% | Q4 2025 | Jan 27, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 452,772 | 40,504 | 2.23% | 2.06% | 266 | +48,009 | 11.86% | Q4 2025 | Jan 29, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 451,162 | 40,360 | 3.15% | 3.2% | 267 | -582 | -0.13% | Q4 2025 | Jan 23, 2026 |
| CBM Financial, LLC | History | New | 414,460 | 40,343 | 27.41% | — | 268 | +414,460 | New | Q4 2025 | Feb 19, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 450,052 | 40,261 | 3.73% | 4.1% | 269 | -42,960 | -8.71% | Q4 2025 | Feb 10, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 433,976 | 40,142 | 4.51% | 3.11% | 270 | +131,025 | 43.25% | Q4 2025 | Feb 13, 2026 |
| Apella Capital, LLC | History | Added to | 447,787 | 40,059 | 0.79% | 0.8% | 271 | +38,001 | 9.27% | Q4 2025 | Jan 21, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 446,163 | 39,913 | 7.87% | 7.85% | 272 | -2,559 | -0.57% | Q4 2025 | Jan 08, 2026 |
| COMMERCE BANK | History | Added to | 441,216 | 39,471 | 0.22% | 0.18% | 273 | +61,363 | 16.15% | Q4 2025 | Feb 13, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 432,665 | 38,707 | 0.64% | 0.61% | 274 | +21,557 | 5.24% | Q4 2025 | Feb 03, 2026 |
| Empire Life Investments Inc. | History | Added to | 431,381 | 38,591 | 2.17% | 2.02% | 275 | +35,677 | 9.02% | Q4 2025 | Feb 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 422,736 | 37,817 | 0.51% | 0.28% | 276 | +254,547 | 151.35% | Q4 2025 | Feb 06, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 419,973 | 37,570 | 4.38% | 4.44% | 277 | -7,017 | -1.64% | Q4 2025 | Jan 15, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Added to | 414,484 | 37,079 | 17.95% | 17.63% | 278 | +6,659 | 1.63% | Q4 2025 | Jan 14, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 410,588 | 36,721 | 8.26% | 8.18% | 279 | +4,220 | 1.04% | Q4 2025 | Feb 03, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 403,814 | 36,125 | 7.12% | 7.06% | 280 | +639 | 0.16% | Q4 2025 | Jan 28, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 398,866 | 35,682 | 3.57% | 3.85% | 281 | -24,699 | -5.83% | Q4 2025 | Feb 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 396,467 | 35,467 | 0.44% | 0.43% | 282 | +17,104 | 4.51% | Q4 2025 | Jan 29, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 392,473 | 35,110 | 0.02% | 0.02% | 283 | +26,866 | 7.35% | Q4 2025 | Feb 13, 2026 |
| LM Advisors LLC | History | Reduced | 3,135 | 35,040 | 0.63% | 0.43% | 284 | -31,229 | -90.88% | Q4 2025 | Feb 13, 2026 |
| MCF Advisors LLC | History | Reduced | 390,072 | 34,895 | 1.93% | 2.14% | 285 | -9,788 | -2.45% | Q4 2025 | Feb 11, 2026 |
| CFO4Life Group, LLC | History | Added to | 385,486 | 34,485 | 4.92% | 4.89% | 286 | +48 | 0.01% | Q4 2025 | Feb 06, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 380,919 | 34,076 | 4.42% | 4.37% | 287 | +11,850 | 3.21% | Q4 2025 | Feb 05, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 380,769 | 34,063 | 5.71% | 5.87% | 288 | -1,053 | -0.28% | Q4 2025 | Feb 10, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 380,469 | 34,036 | 0.28% | 0.26% | 289 | +24,733 | 6.95% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 375,479 | 33,744 | 1.28% | 0.79% | 290 | +228,389 | 155.27% | Q4 2025 | Feb 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 375,232 | 33,568 | 0.06% | 0.06% | 291 | -8,349 | -2.18% | Q4 2025 | Feb 12, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 375,036 | 33,550 | 1.46% | 1.49% | 292 | -2,858 | -0.76% | Q4 2025 | Jan 29, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | New | 374,102 | 33,467 | 4.81% | — | 293 | +374,102 | New | Q4 2025 | Jan 21, 2026 |
| Long Run Wealth Advisors, LLC | History | Added to | 371,738 | 33,255 | 6.27% | 6.05% | 294 | +18,404 | 5.21% | Q4 2025 | Feb 02, 2026 |
| Beacon Bank & Trust | History | Added to | 370,805 | 33,172 | 6.73% | 6.78% | 295 | +10,306 | 2.86% | Q4 2025 | Feb 17, 2026 |
| 71 West Capital Partners | History | New | 370,345 | 33,131 | 1.52% | — | 296 | +370,345 | New | Q4 2025 | Feb 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 369,308 | 33,038 | 0.85% | 0.82% | 297 | -1,039 | -0.28% | Q4 2025 | Jan 07, 2026 |
| Bare Financial Services, Inc | History | Added to | 368,635 | 32,978 | 9.17% | 9.4% | 298 | +8,022 | 2.22% | Q4 2025 | Feb 06, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 368,597 | 32,974 | 0.01% | 0.0% | 299 | +239,199 | 184.86% | Q4 2025 | Jan 22, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 368,112 | 32,931 | 0.13% | 0.1% | 300 | +96,300 | 35.43% | Q4 2025 | Feb 12, 2026 |
| Bull Oak Capital, LLC | History | Added to | 361,470 | 32,337 | 13.21% | 13.22% | 301 | +4,935 | 1.38% | Q4 2025 | Feb 02, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 360,749 | 32,272 | 0.54% | 0.58% | 302 | -29,147 | -7.48% | Q4 2025 | Jan 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 360,462 | 32,246 | 0.36% | 0.39% | 303 | -14,725 | -3.92% | Q4 2025 | Jan 20, 2026 |
| Marion Wealth Management | History | Added to | 344,937 | 32,192 | 7.15% | 7.11% | 304 | +1,621 | 0.47% | Q4 2025 | Jan 26, 2026 |
| iA Global Asset Management Inc. | History | Added to | 358,514 | 32,073 | 0.41% | 0.37% | 305 | +45,299 | 14.46% | Q4 2025 | Feb 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 357,667 | 31,996 | 0.02% | 0.02% | 306 | +52,883 | 17.35% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 352,147 | 31,503 | 0.27% | 0.2% | 307 | +55,295 | 18.63% | Q4 2025 | Jan 05, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 351,822 | 31,473 | 2.64% | 2.56% | 308 | +14,225 | 4.21% | Q4 2025 | Feb 03, 2026 |
| Purpose Unlimited Inc. | History | New | 349,958 | 31,307 | 1.43% | — | 309 | +349,958 | New | Q4 2025 | Mar 20, 2026 |
| Shoker Investment Counsel, Inc. | History | Added to | 345,093 | 30,872 | 9.05% | 8.83% | 310 | +2,293 | 0.67% | Q4 2025 | Feb 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 344,554 | 30,823 | 0.99% | 0.89% | 311 | -8,446 | -2.39% | Q4 2025 | Jan 09, 2026 |
| Portland Global Advisors LLC | History | Added to | 343,404 | 30,720 | 3.3% | 3.24% | 312 | +10,763 | 3.24% | Q4 2025 | Feb 10, 2026 |
| Ironsides Asset Advisors, LLC | History | Reduced | 342,706 | 30,658 | 7.77% | 8.44% | 313 | -32,102 | -8.56% | Q4 2025 | Feb 12, 2026 |
| Allen Investment Management, LLC | History | No change | 340,959 | 30,498 | 0.34% | 0.33% | 314 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Montis Financial, LLC | History | Reduced | 339,305 | 30,354 | 6.0% | 6.97% | 315 | -6,968 | -2.01% | Q4 2025 | Feb 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 339,144 | 30,339 | 0.02% | 0.01% | 316 | +7,944 | 2.4% | Q4 2025 | Feb 13, 2026 |
| Community Bank, N.A. | History | Reduced | 334,954 | 29,964 | 3.54% | 3.55% | 317 | -1,395 | -0.41% | Q4 2025 | Feb 04, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 333,160 | 29,804 | 0.34% | 0.42% | 318 | -1,173 | -0.35% | Q4 2025 | Feb 03, 2026 |
| Tull Financial Group, Inc. | History | Added to | 332,917 | 29,782 | 12.76% | 12.46% | 319 | +9,602 | 2.97% | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 331,125 | 29,622 | 1.67% | 1.68% | 320 | +2,992 | 0.91% | Q4 2025 | Jan 14, 2026 |
| Iowa State Bank | History | Added to | 323,863 | 28,972 | 5.43% | 5.35% | 321 | +1,889 | 0.59% | Q4 2025 | Jan 06, 2026 |
| Grove Bank & Trust | History | Added to | 323,499 | 28,940 | 3.26% | 3.23% | 322 | +7,326 | 2.32% | Q4 2025 | Jan 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 323,166 | 28,913 | 0.22% | — | 323 | +323,166 | New | Q4 2025 | Feb 18, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 321,228 | 28,737 | 7.19% | 6.73% | 324 | +38,728 | 13.71% | Q4 2025 | Feb 13, 2026 |
| Dean, Jacobson Financial Services, LLC | History | Added to | 319,760 | 28,605 | 18.15% | 20.14% | 325 | +2,295 | 0.72% | Q4 2025 | Feb 03, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 319,408 | 28,574 | 0.44% | 0.06% | 326 | +280,273 | 716.17% | Q4 2025 | Jan 13, 2026 |
| RPTC Inc. | History | Added to | 316,577 | 28,320 | 4.75% | 4.75% | 327 | +5,105 | 1.64% | Q4 2025 | Feb 17, 2026 |
| Marble Wealth, LLC | History | New | 315,603 | 28,233 | 3.92% | — | 328 | +315,603 | New | Q4 2025 | Feb 10, 2026 |
| New Perspectives, Inc | History | Added to | 315,519 | 28,226 | 9.79% | 12.07% | 329 | +6,780 | 2.2% | Q4 2025 | Jan 28, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 313,928 | 28,084 | 1.35% | 1.75% | 330 | +25,449 | 8.82% | Q4 2025 | Feb 12, 2026 |
| Affiance Financial, LLC | History | Added to | 312,451 | 27,951 | 4.5% | 4.55% | 331 | +26,473 | 9.26% | Q4 2025 | Jan 21, 2026 |
| EP Wealth Advisors, LLC | History | New | 312,419 | 27,948 | 0.15% | — | 332 | +312,419 | New | Q4 2025 | Feb 18, 2026 |
| Spire Wealth Management | History | Added to | 311,718 | 27,886 | 0.93% | 0.88% | 333 | +14,291 | 4.8% | Q4 2025 | Jan 14, 2026 |
| MBL Wealth, LLC | History | Added to | 307,474 | 27,506 | 2.2% | 2.32% | 334 | +3,788 | 1.25% | Q4 2025 | Jan 21, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 306,817 | 27,447 | 1.13% | 1.11% | 335 | +3,492 | 1.15% | Q4 2025 | Jan 27, 2026 |
| CI INVESTMENTS INC. | History | Added to | 304,925 | 27,278 | 0.12% | 0.08% | 336 | +54,839 | 21.93% | Q4 2025 | Feb 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 302,198 | 27,034 | 0.6% | 0.51% | 337 | +58,469 | 23.99% | Q4 2025 | Jan 27, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 298,735 | 26,724 | 4.3% | 4.71% | 338 | -69,014 | -18.77% | Q4 2025 | Jan 21, 2026 |
| Twele Capital Management, Inc. | History | Added to | 298,541 | 26,707 | 4.77% | 4.78% | 339 | +1,975 | 0.67% | Q4 2025 | Jan 09, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 297,970 | 26,656 | 0.55% | 0.58% | 340 | -75,941 | -20.31% | Q4 2025 | Feb 05, 2026 |
| WASHINGTON TRUST Co | History | Added to | 296,877 | 26,558 | 0.87% | 0.85% | 341 | +196 | 0.07% | Q4 2025 | Feb 10, 2026 |
| Waverly Advisors, LLC | History | Added to | 292,447 | 26,162 | 0.21% | 0.23% | 342 | +28,673 | 10.87% | Q4 2025 | Feb 17, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 285,258 | 26,118 | 3.28% | 2.91% | 343 | +35,060 | 14.01% | Q4 2025 | Jan 14, 2026 |
| Neumann Capital Management, LLC | History | Added to | 289,345 | 25,884 | 7.48% | 7.37% | 344 | +549 | 0.19% | Q4 2025 | Jan 14, 2026 |
| West Financial Advisors, LLC | History | Reduced | 288,939 | 25,848 | 4.36% | 4.21% | 345 | -2,446 | -0.84% | Q4 2025 | Jan 13, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 288,477 | 25,807 | 4.97% | 6.67% | 346 | -105,512 | -26.78% | Q4 2025 | Feb 06, 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | History | Added to | 286,750 | 25,652 | 13.0% | 11.01% | 347 | +53,530 | 22.95% | Q4 2025 | Jan 29, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Added to | 284,546 | 25,455 | 6.32% | 5.99% | 348 | +17,490 | 6.55% | Q4 2025 | Jan 27, 2026 |
| Coastline Trust Co | History | Added to | 284,334 | 25,436 | 2.39% | 2.04% | 349 | +66,249 | 30.38% | Q4 2025 | Jan 05, 2026 |
| Towercrest Capital Management | History | Added to | 283,986 | 25,408 | 4.01% | 3.86% | 350 | +8,572 | 3.11% | Q4 2025 | Jan 21, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Added to | 278,270 | 24,894 | 1.53% | 1.55% | 351 | +7,535 | 2.78% | Q4 2025 | Feb 12, 2026 |
| Bishop & Co Investment Management, LLC | History | Added to | 277,430 | 24,818 | 8.22% | 8.04% | 352 | +2,133 | 0.77% | Q4 2025 | Jan 21, 2026 |
| IFG Advisory, LLC | History | Added to | 277,067 | 24,786 | 1.08% | 0.97% | 353 | +31,550 | 12.85% | Q4 2025 | Feb 10, 2026 |
| Pine Ridge Advisers LLC | History | No change | 275,902 | 24,682 | 1.47% | 1.43% | 354 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 274,705 | 24,576 | 0.31% | 0.31% | 355 | +988 | 0.36% | Q4 2025 | Feb 10, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 274,453 | 24,552 | 8.35% | 7.84% | 356 | +10,705 | 4.06% | Q4 2025 | Jan 22, 2026 |
| Legacy Wealth Partners, LLC | History | New | 272,803 | 24,404 | 6.32% | — | 357 | +272,803 | New | Q4 2025 | Feb 17, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 272,680 | 24,394 | 0.8% | 0.82% | 358 | -2,547 | -0.93% | Q4 2025 | Feb 13, 2026 |
| DT Investment Partners, LLC | History | Reduced | 270,768 | 24,222 | 2.01% | 2.17% | 359 | -23,430 | -7.96% | Q4 2025 | Feb 10, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Added to | 270,550 | 24,203 | 4.68% | 2.19% | 360 | +152,816 | 129.8% | Q4 2025 | Feb 13, 2026 |
| Select Equity Group, L.P. | History | New | 270,412 | 24,191 | 0.1% | — | 361 | +270,412 | New | Q4 2025 | Feb 17, 2026 |
| Martel Wealth Advisors Inc | History | Reduced | 269,109 | 24,074 | 4.11% | 4.19% | 362 | -4,950 | -1.81% | Q4 2025 | Jan 21, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 268,262 | 23,998 | 2.67% | 2.76% | 363 | +7,537 | 2.89% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Added to | 267,774 | 23,955 | 0.49% | 0.41% | 364 | +32,028 | 13.59% | Q4 2025 | Feb 17, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 263,556 | 23,577 | 0.6% | 0.56% | 365 | +17,750 | 7.22% | Q4 2025 | Feb 06, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 263,482 | 23,571 | 15.77% | 15.76% | 366 | -4,245 | -1.59% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 262,169 | 23,453 | 0.41% | 0.39% | 367 | +8,396 | 3.31% | Q4 2025 | Jan 22, 2026 |
| NorthLanding Financial Partners, LLC | History | Added to | 261,729 | 23,414 | 18.8% | 18.45% | 368 | +8,547 | 3.38% | Q4 2025 | Jan 26, 2026 |
| Liquid Strategies, LLC | History | Added to | 261,649 | 23,407 | 5.1% | 4.42% | 369 | +15,702 | 6.38% | Q4 2025 | Jan 27, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 260,965 | 23,345 | 4.52% | 4.42% | 370 | +6,424 | 2.52% | Q4 2025 | Jan 21, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Added to | 259,427 | 23,208 | 4.25% | 4.25% | 371 | +2,680 | 1.04% | Q4 2025 | Jan 29, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 259,298 | 23,196 | 0.04% | 0.03% | 372 | +11,341 | 4.57% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 259,246 | 23,192 | 0.0% | 0.0% | 373 | +90,148 | 53.31% | Q4 2025 | Feb 17, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 229,591 | 22,598 | 13.55% | 6.9% | 374 | +118,249 | 106.2% | Q4 2025 | Feb 27, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 251,912 | 22,536 | 1.15% | 1.14% | 375 | -423 | -0.17% | Q4 2025 | Feb 03, 2026 |
| S. R. Schill & Associates | History | Reduced | 251,100 | 22,463 | 15.86% | 15.88% | 376 | -7,817 | -3.02% | Q4 2025 | Jan 23, 2026 |
| Abundance Wealth Counselors | History | Reduced | 249,914 | 22,357 | 3.77% | 3.79% | 377 | -3,115 | -1.23% | Q4 2025 | Jan 26, 2026 |
| NEPC LLC | History | Added to | 248,385 | 22,220 | 0.47% | 0.46% | 378 | +50,272 | 25.38% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 247,620 | 22,152 | 0.07% | 0.07% | 379 | -2,616 | -1.05% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 247,429 | 22,134 | 0.54% | 0.52% | 380 | +13,410 | 5.73% | Q4 2025 | Jan 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 245,161 | 21,932 | 0.53% | 0.54% | 381 | +8,534 | 3.61% | Q4 2025 | Jan 29, 2026 |
| MTC Wealth Management LLC | History | Reduced | 244,759 | 21,896 | 10.27% | 10.15% | 382 | -4,864 | -1.95% | Q4 2025 | Jan 15, 2026 |
| Hudson Capital Management LLC | History | Reduced | 243,750 | 21,805 | 5.47% | 5.68% | 383 | -1,472 | -0.6% | Q4 2025 | Jan 21, 2026 |
| Integrated Advisors Network LLC | History | Added to | 243,703 | 21,801 | 0.96% | 0.88% | 384 | +3,342 | 1.39% | Q4 2025 | Feb 17, 2026 |
| Salus Financial Advisors, LLC | History | Added to | 243,067 | 21,744 | 13.03% | 12.59% | 385 | +9,303 | 3.98% | Q4 2025 | Jan 21, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 242,005 | 21,649 | 0.61% | 1.03% | 386 | +53,217 | 28.19% | Q4 2025 | Feb 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 239,774 | 21,450 | 1.67% | — | 387 | +239,774 | New | Q4 2025 | Jan 20, 2026 |
| Sowell Financial Services LLC | History | Added to | 238,779 | 21,361 | 0.78% | 0.78% | 388 | +5,612 | 2.41% | Q4 2025 | Jan 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 237,673 | 21,262 | 1.19% | 1.14% | 389 | +26,571 | 12.59% | Q4 2025 | Feb 04, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 237,620 | 21,257 | 4.4% | 4.73% | 390 | +3,614 | 1.54% | Q4 2025 | Feb 10, 2026 |
| ROGCO, LP | History | Added to | 236,578 | 21,164 | 7.01% | 7.03% | 391 | +7,406 | 3.23% | Q4 2025 | Jan 30, 2026 |
| Texas Yale Capital Corp. | History | Added to | 236,274 | 21,137 | 0.64% | 0.64% | 392 | +4,678 | 2.02% | Q4 2025 | Feb 10, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 236,113 | 21,122 | 5.05% | 4.93% | 393 | +17,038 | 7.78% | Q4 2025 | Jan 12, 2026 |
| Mann Financial Group, Inc. | History | Added to | 235,862 | 21,100 | 20.41% | 20.19% | 394 | +1,778 | 0.76% | Q4 2025 | Feb 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 235,195 | 21,040 | 0.36% | 0.23% | 395 | +109,394 | 86.96% | Q4 2025 | Feb 19, 2026 |
| HILLMAN CO | History | No change | 234,481 | 20,976 | 7.27% | 6.32% | 396 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 234,354 | 20,971 | 4.86% | 4.69% | 397 | +11,447 | 5.14% | Q4 2025 | Feb 11, 2026 |
| Empowered Funds, LLC | History | Added to | 232,622 | 20,810 | 0.35% | 0.17% | 398 | +42,352 | 22.26% | Q4 2025 | Feb 18, 2026 |
| LCNB CORP | History | Added to | 232,603 | 20,808 | 6.97% | 7.0% | 399 | +3,368 | 1.47% | Q4 2025 | Feb 10, 2026 |
| INSPIRE TRUST CO, N.A. | History | Added to | 232,211 | 20,773 | 3.41% | 3.18% | 400 | +32,211 | 16.11% | Q4 2025 | Feb 10, 2026 |
| Savant Capital, LLC | History | Reduced | 231,930 | 20,748 | 0.12% | 0.12% | 401 | -3,599 | -1.53% | Q4 2025 | Feb 10, 2026 |
| Wealth Architects, LLC | History | Reduced | 231,844 | 20,740 | 1.87% | 1.93% | 402 | -1,839 | -0.79% | Q4 2025 | Feb 17, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 230,838 | 20,650 | 1.03% | 1.01% | 403 | -1,404 | -0.6% | Q4 2025 | Feb 02, 2026 |
| First Citizens Asset Management, Inc. | History | Reduced | 230,581 | 20,627 | 7.21% | 7.24% | 404 | -1,797 | -0.77% | Q4 2025 | Feb 05, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 227,113 | 20,317 | 2.81% | 2.83% | 405 | +1,591 | 0.71% | Q4 2025 | Jan 15, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 226,216 | 20,237 | 0.58% | 0.51% | 406 | +26,190 | 13.09% | Q4 2025 | Feb 13, 2026 |
| McAdam, LLC | History | Added to | 226,085 | 20,225 | 0.93% | 0.95% | 407 | +4,255 | 1.92% | Q4 2025 | Feb 13, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 224,373 | 20,072 | 1.81% | 1.8% | 408 | +1,014 | 0.45% | Q4 2025 | Feb 12, 2026 |
| Waterway Wealth Management, LLC | History | Added to | 266,178 | 20,063 | 4.54% | 4.32% | 409 | +58,823 | 28.37% | Q4 2025 | Feb 17, 2026 |
| Shelter Ins Retirement Plan | History | No change | 224,262 | 20,062 | 21.68% | 21.64% | 410 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 223,658 | 20,008 | 6.25% | 5.39% | 411 | +39,253 | 21.29% | Q4 2025 | Jan 07, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 223,339 | 19,979 | 0.36% | 0.38% | 412 | +7,924 | 3.68% | Q4 2025 | Jan 16, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 222,236 | 19,881 | 0.34% | 0.28% | 413 | -9,771 | -4.21% | Q4 2025 | Feb 17, 2026 |
| Astra Wealth Partners LLC | History | Added to | 221,805 | 19,842 | 11.67% | 12.15% | 414 | +12,710 | 6.08% | Q4 2025 | Feb 02, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 221,238 | 19,791 | 0.23% | 0.28% | 415 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WLTH Capital Management, LLC | History | New | 202,450 | 19,693 | 15.23% | — | 416 | +202,450 | New | Q4 2025 | Feb 24, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 218,298 | 19,528 | 2.42% | 1.19% | 417 | +102,104 | 87.87% | Q4 2025 | Feb 10, 2026 |
| Single Point Partners, LLC | History | Added to | 216,676 | 19,383 | 3.83% | 3.74% | 418 | +5,867 | 2.78% | Q4 2025 | Jan 26, 2026 |
| Fairway Wealth LLC | History | Added to | 777,795 | 19,377 | 5.23% | 5.23% | 419 | +94,008 | 13.75% | Q4 2025 | Jan 28, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 219,919 | 19,372 | 2.02% | 2.12% | 420 | -1,917 | -0.86% | Q4 2025 | Feb 12, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 212,523 | 19,012 | 6.75% | 6.54% | 421 | +4,172 | 2.0% | Q4 2025 | Jan 23, 2026 |
| HB Wealth Management, LLC | History | Added to | 211,434 | 18,914 | 0.12% | 0.11% | 422 | +29,455 | 16.19% | Q4 2025 | Jan 28, 2026 |
| Trek Financial, LLC | History | Reduced | 211,407 | 18,912 | 1.1% | 1.56% | 423 | -88,867 | -29.6% | Q4 2025 | Feb 04, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Added to | 210,983 | 18,874 | 1.61% | 1.32% | 424 | +106,856 | 102.62% | Q4 2025 | Feb 11, 2026 |
| Compound Planning, Inc. | History | Added to | 209,568 | 18,747 | 0.55% | 0.58% | 425 | +3,526 | 1.71% | Q4 2025 | Feb 19, 2026 |
| BAHL & GAYNOR INC | History | Added to | 208,340 | 18,638 | 0.09% | 0.09% | 426 | +4,878 | 2.4% | Q4 2025 | Feb 12, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 208,241 | 18,629 | 2.0% | 1.86% | 427 | +17,125 | 8.96% | Q4 2025 | Jan 28, 2026 |
| Argent Advisors, Inc. | History | Added to | 207,926 | 18,601 | 5.19% | 5.34% | 428 | +459 | 0.22% | Q4 2025 | Feb 11, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 207,869 | 18,596 | 1.73% | 1.69% | 429 | +3,848 | 1.89% | Q4 2025 | Feb 11, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 206,766 | 18,497 | 4.8% | 4.68% | 430 | +1,287 | 0.63% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 206,584 | 18,480 | 0.03% | 0.01% | 431 | +136,240 | 193.68% | Q4 2025 | Feb 12, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 206,046 | 18,432 | 0.6% | 0.63% | 432 | +9,289 | 4.72% | Q4 2025 | Feb 17, 2026 |
| WBH ADVISORY INC | History | Added to | 203,994 | 18,249 | 1.35% | 1.3% | 433 | +9,046 | 4.64% | Q4 2025 | Jan 26, 2026 |
| Main Management LLC | History | Reduced | 201,920 | 18,064 | 1.3% | 1.29% | 434 | -20 | -0.01% | Q4 2025 | Feb 10, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 200,827 | 17,965 | 2.88% | 2.78% | 435 | +11,200 | 5.91% | Q4 2025 | Feb 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 199,410 | 17,839 | 0.09% | 0.09% | 436 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Consolidated Portfolio Review Corp | History | Added to | 199,247 | 17,824 | 1.54% | 0.2% | 437 | +180,737 | 976.43% | Q4 2025 | Jan 26, 2026 |
| ERn Financial, LLC | History | Added to | 197,956 | 17,709 | 3.33% | 3.02% | 438 | +22,866 | 13.06% | Q4 2025 | Jan 15, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 197,692 | 17,685 | 0.87% | 0.89% | 439 | -648 | -0.33% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 197,423 | 17,661 | 0.4% | 0.4% | 440 | +20,256 | 11.43% | Q4 2025 | Feb 06, 2026 |
| Integrated Investment Consultants, LLC | History | Added to | 197,426 | 17,661 | 3.46% | 2.88% | 441 | +2,749 | 1.41% | Q4 2025 | Mar 03, 2026 |
| LPWM LLC | History | Added to | 196,192 | 17,551 | 4.43% | 4.45% | 442 | +5,031 | 2.63% | Q4 2025 | Jan 06, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 195,212 | 17,463 | 1.64% | 1.62% | 443 | +2,730 | 1.42% | Q4 2025 | Jan 23, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 195,177 | 17,460 | 6.11% | 6.07% | 444 | +2,624 | 1.36% | Q4 2025 | Feb 09, 2026 |
| Petix & Botte Co | History | Added to | 194,230 | 17,375 | 3.94% | 3.41% | 445 | +24,757 | 14.61% | Q4 2025 | Feb 05, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 191,543 | 17,135 | 0.54% | 0.55% | 446 | -1,377 | -0.71% | Q4 2025 | Jan 30, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 189,912 | 16,989 | 4.78% | 4.22% | 447 | +10,173 | 5.66% | Q4 2025 | Jan 15, 2026 |
| Vise Technologies, Inc. | History | Added to | 189,859 | 16,984 | 0.33% | 0.3% | 448 | +97,258 | 105.03% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 189,305 | 16,935 | 0.03% | 0.02% | 449 | +90,608 | 91.8% | Q4 2025 | Feb 17, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 188,405 | 16,854 | 3.18% | 3.18% | 450 | -400 | -0.21% | Q4 2025 | Jan 30, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 187,670 | 16,788 | 1.6% | 1.53% | 451 | +11,930 | 6.79% | Q4 2025 | Jan 23, 2026 |
| James J. Burns & Company, LLC | History | Added to | 187,362 | 16,761 | 2.31% | 2.27% | 452 | +13,289 | 7.63% | Q4 2025 | Jan 23, 2026 |
| PDS Planning, Inc | History | Reduced | 187,346 | 16,759 | 1.12% | 1.13% | 453 | -191 | -0.1% | Q4 2025 | Jan 26, 2026 |
| Caprock Group, LLC | History | Reduced | 186,761 | 16,707 | 0.35% | 0.45% | 454 | -25,335 | -11.95% | Q4 2025 | Jan 28, 2026 |
| SkyOak Wealth, LLC | History | Added to | 186,556 | 16,689 | 3.0% | 2.91% | 455 | +10,075 | 5.71% | Q4 2025 | Feb 05, 2026 |
| Wick Capital Partners, LLC | History | Added to | 163,226 | 16,649 | 2.98% | 3.6% | 456 | +14,517 | 9.76% | Q4 2025 | Mar 02, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 185,263 | 16,573 | 0.31% | 0.33% | 457 | -3,717 | -1.97% | Q4 2025 | Feb 10, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 184,979 | 16,548 | 0.18% | 0.08% | 458 | +99,939 | 117.52% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | Added to | 184,674 | 16,520 | 0.56% | 0.54% | 459 | +6,806 | 3.83% | Q4 2025 | Feb 17, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 181,670 | 16,252 | 3.33% | 0.63% | 460 | +147,709 | 434.94% | Q4 2025 | Feb 02, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 174,309 | 16,177 | 3.95% | 4.04% | 461 | -334 | -0.19% | Q4 2025 | Jan 23, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 180,321 | 16,131 | 7.44% | 6.91% | 462 | +11,410 | 6.76% | Q4 2025 | Jan 28, 2026 |
| Royal Harbor Partners, LLC | History | Reduced | 179,765 | 16,081 | 5.32% | 5.38% | 463 | -2,072 | -1.14% | Q4 2025 | Feb 19, 2026 |
| Piedmont Capital Management, LLC | History | Reduced | 179,528 | 16,060 | 8.19% | 8.33% | 464 | -397 | -0.22% | Q4 2025 | Feb 13, 2026 |
| Trajan Wealth LLC | History | Reduced | 178,439 | 15,963 | 0.67% | 0.68% | 465 | -1,307 | -0.73% | Q4 2025 | Feb 06, 2026 |
| RATIONAL ADVISORS, INC. | History | Added to | 177,332 | 15,864 | 1.62% | 1.22% | 466 | +37,152 | 26.5% | Q4 2025 | Feb 10, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 176,822 | 15,818 | 1.78% | 1.87% | 467 | -1,857 | -1.04% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 175,135 | 15,667 | 0.09% | 0.08% | 468 | +11,782 | 7.21% | Q4 2025 | Feb 11, 2026 |
| GLENMEDE TRUST CO NA | History | New | 175,016 | 15,656 | 0.07% | — | 469 | +175,016 | New | Q4 2025 | Feb 17, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 174,716 | 15,630 | 2.54% | 3.17% | 470 | -42,094 | -19.42% | Q4 2025 | Jan 07, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | Added to | 174,440 | 15,605 | 7.68% | 7.13% | 471 | +3,251 | 1.9% | Q4 2025 | Feb 09, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 172,755 | 15,454 | 0.87% | 1.23% | 472 | -72,930 | -29.68% | Q4 2025 | Jan 29, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 172,672 | 15,447 | 4.21% | 4.28% | 473 | +2,338 | 1.37% | Q4 2025 | Jan 28, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | Reduced | 171,209 | 15,316 | 19.61% | 18.54% | 474 | -5,303 | -3.0% | Q4 2025 | Feb 17, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 171,004 | 15,298 | 7.47% | 7.36% | 475 | +295 | 0.17% | Q4 2025 | Feb 09, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 170,098 | 15,216 | 0.08% | 0.07% | 476 | +38,867 | 29.62% | Q4 2025 | Feb 03, 2026 |
| Berman McAleer LLC | History | Reduced | 167,706 | 15,002 | 2.05% | 2.12% | 477 | -6,237 | -3.59% | Q4 2025 | Feb 05, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | New | 167,442 | 14,979 | 5.9% | — | 478 | +167,442 | New | Q4 2025 | Jan 15, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 166,908 | 14,931 | 1.0% | 0.97% | 479 | +1,352 | 0.82% | Q4 2025 | Jan 08, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 165,750 | 14,827 | 0.55% | 0.54% | 480 | +2,263 | 1.38% | Q4 2025 | Jan 12, 2026 |
| Randall & Associates Wealth Management | History | Reduced | 165,731 | 14,826 | 10.28% | 10.57% | 481 | -1,054 | -0.63% | Q4 2025 | Jan 14, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 165,696 | 14,823 | 7.52% | 7.27% | 482 | +8,658 | 5.51% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 163,000 | 14,581 | 0.02% | 0.01% | 483 | +70,214 | 75.67% | Q4 2025 | Feb 17, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 162,085 | 14,500 | 0.55% | 0.54% | 484 | +2,096 | 1.31% | Q4 2025 | Feb 17, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 161,486 | 14,446 | 0.76% | 0.73% | 485 | +9,250 | 6.08% | Q4 2025 | Jan 23, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 160,781 | 14,384 | 0.0% | 0.0% | 486 | -4,818 | -2.91% | Q4 2025 | Feb 17, 2026 |
| One Capital Management, LLC | History | Added to | 160,598 | 14,367 | 0.43% | 0.16% | 487 | +104,091 | 184.21% | Q4 2025 | Feb 10, 2026 |
| Shelter Mutual Insurance Co | History | No change | 160,575 | 14,365 | 3.2% | 3.14% | 488 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 158,698 | 14,197 | 0.2% | 0.19% | 489 | +7,300 | 4.82% | Q4 2025 | Feb 17, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 158,462 | 14,175 | 1.24% | 1.24% | 490 | -1,465 | -0.92% | Q4 2025 | Feb 06, 2026 |
| Columbia Bank | History | Added to | 158,157 | 14,148 | 3.93% | 3.74% | 491 | +5,502 | 3.6% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 158,006 | 14,135 | 0.29% | 0.3% | 492 | +8,788 | 5.89% | Q4 2025 | Feb 03, 2026 |
| Cassilly Financial Group LLC | History | New | 157,980 | 14,132 | 12.49% | — | 493 | +157,980 | New | Q4 2025 | Jan 15, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Added to | 157,646 | 14,103 | 3.98% | 4.0% | 494 | +810 | 0.52% | Q4 2025 | Jan 22, 2026 |
| Aspect Partners, LLC | History | Added to | 157,317 | 14,073 | 6.16% | 5.49% | 495 | +18,789 | 13.56% | Q4 2025 | Jan 23, 2026 |
| Arkadios Wealth Advisors | History | Added to | 157,268 | 14,069 | 0.27% | 0.2% | 496 | +60,919 | 63.23% | Q4 2025 | Feb 13, 2026 |
| Riverview Trust Co | History | Added to | 157,038 | 14,048 | 16.91% | 16.37% | 497 | +1,797 | 1.16% | Q4 2025 | Jan 26, 2026 |
| IFS Advisors, LLC | History | Reduced | 156,638 | 14,012 | 7.28% | 10.15% | 498 | -42,110 | -21.19% | Q4 2025 | Jan 09, 2026 |
| Regal Investment Advisors LLC | History | Added to | 156,526 | 14,002 | 0.84% | 0.8% | 499 | +16,014 | 11.4% | Q4 2025 | Feb 17, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 156,305 | 13,983 | 7.65% | 5.58% | 500 | +41,337 | 35.96% | Q4 2025 | Jan 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 156,095 | 13,964 | 0.05% | 0.05% | 501 | +22,650 | 16.97% | Q4 2025 | Feb 12, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | Added to | 155,392 | 13,901 | 10.67% | 10.8% | 502 | +1,284 | 0.83% | Q4 2025 | Feb 02, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 155,248 | 13,888 | 2.33% | 2.32% | 503 | -1,211 | -0.77% | Q4 2025 | Jan 23, 2026 |
| Harbour Capital Advisors, LLC | History | Added to | 151,564 | 13,693 | 2.79% | 2.73% | 504 | +435 | 0.29% | Q4 2025 | Jan 07, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 152,981 | 13,685 | 1.18% | 1.2% | 505 | -616 | -0.4% | Q4 2025 | Jan 05, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 152,660 | 13,657 | 3.18% | 3.32% | 506 | -4,359 | -2.78% | Q4 2025 | Feb 10, 2026 |
| MOTIVE WEALTH ADVISORS | History | Added to | 152,209 | 13,616 | 5.8% | 5.57% | 507 | +4,329 | 2.93% | Q4 2025 | Jan 15, 2026 |
| Brooklyn FI, LLC | History | Added to | 151,931 | 13,591 | 2.91% | 2.53% | 508 | +22,755 | 17.62% | Q4 2025 | Jan 21, 2026 |
| GoalVest Advisory LLC | History | Added to | 151,914 | 13,590 | 2.6% | 2.25% | 509 | +30,239 | 24.85% | Q4 2025 | Jan 05, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Added to | 151,715 | 13,572 | 8.47% | 8.19% | 510 | +31,691 | 26.4% | Q4 2025 | Jan 14, 2026 |
| Enclave Advisors LLC | History | Added to | 151,627 | 13,564 | 1.92% | 1.65% | 511 | +28,244 | 22.89% | Q4 2025 | Jan 14, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Added to | 150,816 | 13,492 | 6.98% | 6.64% | 512 | +7,618 | 5.32% | Q4 2025 | Jan 28, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 150,501 | 13,463 | 1.0% | 0.58% | 513 | +63,434 | 72.86% | Q4 2025 | Feb 18, 2026 |
| Arvest Bank Trust Division | History | Reduced | 150,178 | 13,434 | 0.73% | 0.75% | 514 | -4,739 | -3.06% | Q4 2025 | Feb 09, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 149,916 | 13,411 | 0.97% | 0.79% | 515 | +34,481 | 29.87% | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | Reduced | 149,733 | 13,395 | 0.45% | 0.53% | 516 | -25,123 | -14.37% | Q4 2025 | Feb 06, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 148,501 | 13,284 | 5.17% | 5.03% | 517 | +4,484 | 3.11% | Q4 2025 | Feb 11, 2026 |
| Omnia Family Wealth, LLC | History | Reduced | 148,393 | 13,275 | 3.92% | 4.22% | 518 | -495 | -0.33% | Q4 2025 | Jan 16, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 146,694 | 13,123 | 3.2% | 3.16% | 519 | +16,344 | 12.54% | Q4 2025 | Jan 29, 2026 |
| Next Capital Management LLC | History | Added to | 146,055 | 13,066 | 4.18% | 3.92% | 520 | +11,598 | 8.63% | Q4 2025 | Feb 11, 2026 |
| Veery Capital, LLC | History | Added to | 145,241 | 12,993 | 3.99% | 4.0% | 521 | +69 | 0.05% | Q4 2025 | Jan 27, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 144,513 | 12,928 | 0.89% | 0.81% | 522 | +17,736 | 13.99% | Q4 2025 | Jan 16, 2026 |
| Nova R Wealth, Inc. | History | Reduced | 144,415 | 12,919 | 4.71% | 5.74% | 523 | -10,752 | -6.93% | Q4 2025 | Jan 14, 2026 |
| Certified Advisory Corp | History | Added to | 144,356 | 12,914 | 1.18% | 0.99% | 524 | +25,338 | 21.29% | Q4 2025 | Jan 12, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Added to | 143,378 | 12,826 | 7.63% | 7.78% | 525 | +510 | 0.36% | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 142,804 | 12,775 | 0.41% | 0.33% | 526 | +60,965 | 74.49% | Q4 2025 | Jan 20, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 142,000 | 12,703 | 6.36% | 6.22% | 527 | +6,396 | 4.72% | Q4 2025 | Feb 04, 2026 |
| Rossmore Private Capital | History | Added to | 141,907 | 12,695 | 1.13% | 1.21% | 528 | +13,064 | 10.14% | Q4 2025 | Feb 05, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 141,653 | 12,672 | 2.34% | 2.24% | 529 | -642 | -0.45% | Q4 2025 | Jan 27, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 139,966 | 12,521 | 0.01% | 0.01% | 530 | -38,330 | -21.5% | Q4 2025 | Feb 13, 2026 |
| Strategic Equity Management | History | Reduced | 139,951 | 12,520 | 4.25% | 5.62% | 531 | -33,931 | -19.51% | Q4 2025 | Feb 09, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 139,056 | 12,439 | 1.63% | 1.61% | 532 | -1,824 | -1.29% | Q4 2025 | Feb 10, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 137,140 | 12,268 | 1.18% | 0.81% | 533 | +40,733 | 42.25% | Q4 2025 | Feb 23, 2026 |
| Alliance Wealth Management Group | History | Added to | 136,964 | 12,255 | 2.69% | 2.55% | 534 | +5,523 | 4.2% | Q4 2025 | Jan 21, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 135,886 | 12,156 | 0.43% | 0.43% | 535 | +7,183 | 5.58% | Q4 2025 | Feb 04, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 134,741 | 12,054 | 0.35% | 0.35% | 536 | -487 | -0.36% | Q4 2025 | Feb 06, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Added to | 133,744 | 11,964 | 4.65% | 4.45% | 537 | +361 | 0.27% | Q4 2025 | Feb 13, 2026 |
| ACORN CREEK CAPITAL LLC | History | Added to | 132,878 | 11,887 | 4.27% | 4.2% | 538 | +5,547 | 4.36% | Q4 2025 | Feb 02, 2026 |
| Scarborough Advisors, LLC | History | Added to | 132,780 | 11,878 | 2.01% | 2.0% | 539 | +2,780 | 2.14% | Q4 2025 | Feb 17, 2026 |
| Silverleafe Capital Partners, LLC | History | Reduced | 132,410 | 11,845 | 3.51% | 3.56% | 540 | -751 | -0.56% | Q4 2025 | Jan 12, 2026 |
| Montecito Bank & Trust | History | Reduced | 132,033 | 11,811 | 1.88% | 1.82% | 541 | -1,888 | -1.41% | Q4 2025 | Jan 09, 2026 |
| Deane Retirement Strategies, Inc. | History | Added to | 131,809 | 11,791 | 4.88% | 4.94% | 542 | +201 | 0.15% | Q4 2025 | Jan 28, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 131,595 | 11,772 | 4.54% | 4.63% | 543 | +13,159 | 11.11% | Q4 2025 | Jan 21, 2026 |
| SlateStone Wealth, LLC | History | Added to | 131,516 | 11,765 | 0.98% | 0.93% | 544 | +8,126 | 6.59% | Q4 2025 | Feb 11, 2026 |
| MidFirst Bank | History | New | 131,371 | 11,752 | 0.94% | — | 545 | +131,371 | New | Q4 2025 | Feb 25, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 131,174 | 11,734 | 1.63% | 1.67% | 546 | -2,920 | -2.18% | Q4 2025 | Jan 29, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 131,085 | 11,726 | 0.13% | 0.06% | 547 | +73,406 | 127.27% | Q4 2025 | Feb 06, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 130,543 | 11,678 | 0.69% | 0.98% | 548 | -34,393 | -20.85% | Q4 2025 | Feb 10, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 130,366 | 11,662 | 0.03% | 0.0% | 549 | +115,080 | 752.85% | Q4 2025 | Feb 17, 2026 |
| Planned Solutions, Inc. | History | Added to | 128,512 | 11,496 | 3.69% | 3.09% | 550 | +25,528 | 24.79% | Q4 2025 | Jan 28, 2026 |
| Sigma Planning Corp | History | Added to | 126,760 | 11,349 | 0.31% | 0.28% | 551 | +15,248 | 13.67% | Q4 2025 | Jan 30, 2026 |
| Omega Financial Group, LLC | History | Added to | 125,990 | 11,271 | 3.71% | 3.6% | 552 | +1,290 | 1.03% | Q4 2025 | Jan 28, 2026 |
| Hardy Reed LLC | History | No change | 125,827 | 11,256 | 0.8% | 0.81% | 553 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BSW Wealth Partners | History | Reduced | 125,622 | 11,238 | 1.35% | 1.51% | 554 | -12,795 | -9.24% | Q4 2025 | Jan 23, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 124,850 | 11,169 | 1.96% | 1.86% | 555 | +14,084 | 12.72% | Q4 2025 | Jan 29, 2026 |
| Waycross Investment Management Co | History | Added to | 124,676 | 11,153 | 9.81% | 10.86% | 556 | +2,795 | 2.29% | Q4 2025 | Jan 08, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 124,446 | 11,132 | 4.51% | 4.67% | 557 | +1,859 | 1.52% | Q4 2025 | Jan 22, 2026 |
| Plancorp, LLC | History | Reduced | 123,452 | 11,043 | 0.33% | 0.34% | 558 | -1,413 | -1.13% | Q4 2025 | Feb 05, 2026 |
| 10Elms LLP | History | Added to | 123,178 | 11,019 | 10.11% | 9.55% | 559 | +1,595 | 1.31% | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | Added to | 123,009 | 11,004 | 0.19% | 0.01% | 560 | +113,695 | 1220.69% | Q4 2025 | Jan 14, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 122,819 | 10,987 | 1.05% | 1.1% | 561 | -5,363 | -4.18% | Q4 2025 | Jan 28, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 112,884 | 10,951 | 2.3% | 2.79% | 562 | -1,045 | -0.92% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 121,268 | 10,848 | 0.21% | 0.15% | 563 | +36,624 | 43.27% | Q4 2025 | Jan 14, 2026 |
| May Hill Capital, LLC | History | Added to | 120,424 | 10,773 | 1.41% | 1.84% | 564 | +48,318 | 67.01% | Q4 2025 | Feb 05, 2026 |
| Stokes Family Office, LLC | History | Added to | 120,078 | 10,742 | 0.98% | 1.0% | 565 | +62 | 0.05% | Q4 2025 | Feb 18, 2026 |
| Invesco Ltd. | History | Reduced | 120,030 | 10,737 | 0.0% | 0.0% | 566 | -20,441 | -14.55% | Q4 2025 | Feb 19, 2026 |
| Canopy Partners, LLC | History | Reduced | 119,761 | 10,713 | 3.49% | 3.5% | 567 | -330 | -0.27% | Q4 2025 | Feb 12, 2026 |
| Horizon Investments, LLC | History | Reduced | 119,660 | 10,704 | 0.14% | 0.19% | 568 | -42,090 | -26.02% | Q4 2025 | Feb 02, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 119,068 | 10,651 | 1.65% | 1.71% | 569 | -782 | -0.65% | Q4 2025 | Jan 21, 2026 |
| Life Planning Partners, Inc | History | Reduced | 119,055 | 10,650 | 8.16% | 8.01% | 570 | -6,612 | -5.26% | Q4 2025 | Jan 16, 2026 |
| Ascent Group, LLC | History | Added to | 118,930 | 10,639 | 0.36% | 0.35% | 571 | +4,986 | 4.38% | Q4 2025 | Jan 20, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 118,909 | 10,637 | 3.53% | 3.36% | 572 | +6,075 | 5.38% | Q4 2025 | Feb 12, 2026 |
| CONNING INC. | History | No change | 118,845 | 10,631 | 0.36% | 0.34% | 573 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Tanager Wealth Management LLP | History | Added to | 118,355 | 10,588 | 1.06% | 1.07% | 574 | +2,162 | 1.86% | Q4 2025 | Jan 26, 2026 |
| Urban Financial Advisory Corp | History | Added to | 118,349 | 10,587 | 4.16% | 4.4% | 575 | +10,083 | 9.31% | Q4 2025 | Feb 04, 2026 |
| ArchPoint Investors | History | No change | 117,752 | 10,534 | 2.5% | 2.82% | 576 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 117,744 | 10,533 | 1.94% | 1.93% | 577 | -6,762 | -5.43% | Q4 2025 | Feb 05, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 117,485 | 10,510 | 0.76% | 1.74% | 578 | -150,945 | -56.23% | Q4 2025 | Feb 10, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Reduced | 117,359 | 10,498 | 2.52% | 2.6% | 579 | -3,254 | -2.7% | Q4 2025 | Feb 02, 2026 |
| Hudson Oak Wealth Advisory LLC | History | New | 117,104 | 10,476 | 9.24% | — | 580 | +117,104 | New | Q4 2025 | Jan 23, 2026 |
| SWMG, LLC | History | Added to | 108,900 | 10,417 | 2.89% | 2.72% | 581 | +7,226 | 7.11% | Q4 2025 | Feb 10, 2026 |
| Modern Wealth Management, LLC | History | Added to | 116,057 | 10,382 | 0.19% | 0.19% | 582 | +7,455 | 6.86% | Q4 2025 | Feb 17, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | Added to | 115,689 | 10,349 | 1.29% | 1.24% | 583 | +708 | 0.62% | Q4 2025 | Feb 09, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 115,155 | 10,348 | 0.31% | — | 584 | +115,155 | New | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 115,393 | 10,323 | 0.69% | 0.66% | 585 | +6,661 | 6.13% | Q4 2025 | Feb 20, 2026 |
| MONEYWISE, INC. | History | Added to | 115,293 | 10,314 | 4.29% | 3.62% | 586 | +23,530 | 25.64% | Q4 2025 | Feb 05, 2026 |
| Mechanics Financial Corp | History | Added to | 115,169 | 10,303 | 3.8% | 3.75% | 587 | +1,934 | 1.71% | Q4 2025 | Jan 22, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 114,707 | 10,261 | 5.91% | 5.84% | 588 | -591 | -0.51% | Q4 2025 | Jan 15, 2026 |
| Widmann Financial Services, Inc. | History | Added to | 114,631 | 10,254 | 6.27% | 6.16% | 589 | +2,419 | 2.16% | Q4 2025 | Feb 18, 2026 |
| NewCorp Financial Services, Inc. | History | New | 114,569 | 10,249 | 9.08% | — | 590 | +114,569 | New | Q4 2025 | Feb 10, 2026 |
| MATHER GROUP, LLC. | History | Added to | 114,460 | 10,239 | 0.11% | 0.1% | 591 | +260 | 0.23% | Q4 2025 | Jan 13, 2026 |
| Greenspring Advisors, LLC | History | Added to | 114,419 | 10,235 | 0.63% | 0.1% | 592 | +108,198 | 1739.24% | Q4 2025 | Feb 10, 2026 |
| Providence Capital Advisors, LLC | History | Reduced | 114,213 | 10,217 | 1.72% | 1.75% | 593 | -1,285 | -1.11% | Q4 2025 | Feb 12, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 113,654 | 10,167 | 5.54% | 6.29% | 594 | -23,654 | -17.23% | Q4 2025 | Jan 28, 2026 |
| ICONIQ Capital, LLC | History | Added to | 113,075 | 10,115 | 0.15% | 0.07% | 595 | +50,731 | 81.37% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 112,590 | 10,072 | 0.26% | 0.27% | 596 | -384 | -0.34% | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | Added to | 112,449 | 10,059 | 2.36% | 2.44% | 597 | +800 | 0.72% | Q4 2025 | Jan 12, 2026 |
| Smith Salley Wealth Management | History | Added to | 112,413 | 10,056 | 0.5% | 0.5% | 598 | +664 | 0.59% | Q4 2025 | Jan 27, 2026 |
| Apollon Financial, LLC | History | Added to | 111,963 | 10,016 | 1.45% | 1.16% | 600 | +31,738 | 39.56% | Q4 2025 | Jan 22, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 111,464 | 10,016 | 2.77% | 2.84% | 599 | +4,779 | 4.48% | Q4 2025 | Jan 14, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 107,899 | 9,940 | 1.26% | 1.18% | 601 | +6,576 | 6.49% | Q4 2025 | Jan 14, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 110,755 | 9,910 | 2.87% | 2.27% | 602 | +2,266 | 2.09% | Q4 2025 | Jan 29, 2026 |
| Family Capital Trust Co | History | Reduced | 110,362 | 9,872 | 3.22% | 4.62% | 603 | -47,806 | -30.22% | Q4 2025 | Jan 27, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 109,840 | 9,826 | 1.29% | 1.35% | 604 | -11,914 | -9.79% | Q4 2025 | Jan 23, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 108,778 | 9,731 | 0.62% | 0.63% | 605 | -1,345 | -1.22% | Q4 2025 | Jan 23, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 108,323 | 9,690 | 0.29% | 0.29% | 606 | +695 | 0.65% | Q4 2025 | Jan 23, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 108,241 | 9,683 | 0.99% | 1.04% | 607 | -2,651 | -2.39% | Q4 2025 | Feb 13, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 106,690 | 9,544 | 0.61% | 0.35% | 608 | +45,705 | 74.94% | Q4 2025 | Feb 05, 2026 |
| Continuum Advisory, LLC | History | Reduced | 106,350 | 9,514 | 0.95% | 1.0% | 609 | -1,901 | -1.76% | Q4 2025 | Feb 11, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 106,234 | 9,503 | 0.33% | 0.34% | 610 | -3,259 | -2.98% | Q4 2025 | Jan 29, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 105,824 | 9,466 | 1.56% | 1.46% | 611 | +8,064 | 8.25% | Q4 2025 | Feb 06, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 105,297 | 9,419 | 1.61% | 1.57% | 612 | +178 | 0.17% | Q4 2025 | Jan 30, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 105,277 | 9,418 | 0.42% | 0.42% | 613 | +8,262 | 8.52% | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 100,672 | 9,395 | 0.23% | 0.24% | 614 | -3,223 | -3.1% | Q4 2025 | Jan 28, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 104,738 | 9,369 | 0.49% | 0.54% | 615 | +4,630 | 4.63% | Q4 2025 | Jan 26, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Reduced | 104,672 | 9,363 | 2.08% | 4.86% | 616 | -133,435 | -56.04% | Q4 2025 | Jan 23, 2026 |
| Macco Financial Group, Inc. | History | New | 104,477 | 9,346 | 8.03% | — | 617 | +104,477 | New | Q4 2025 | Feb 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 113,316 | 9,276 | 0.22% | 0.19% | 618 | -322 | -0.28% | Q4 2025 | Feb 11, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Added to | 103,571 | 9,265 | 0.75% | 0.76% | 619 | +196 | 0.19% | Q4 2025 | Jan 23, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 102,892 | 9,204 | 0.36% | 0.36% | 620 | -29 | -0.03% | Q4 2025 | Jan 14, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 102,514 | 9,170 | 6.81% | 6.25% | 621 | +12,348 | 13.69% | Q4 2025 | Jan 14, 2026 |
| Aspen Investment Management Inc | History | Added to | 102,468 | 9,167 | 2.76% | 3.27% | 622 | +5,545 | 5.72% | Q4 2025 | Feb 06, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 102,178 | 9,140 | 4.81% | — | 623 | +102,178 | New | Q4 2025 | Feb 27, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 101,050 | 9,039 | 1.11% | 1.1% | 624 | -3,411 | -3.27% | Q4 2025 | Jan 07, 2026 |
| Aureum Wealth Management, LLC | History | New | 100,636 | 9,002 | 8.35% | — | 625 | +100,636 | New | Q4 2025 | Jan 28, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 95,294 | 8,962 | 0.03% | 0.03% | 626 | -5,233 | -5.21% | Q4 2025 | Feb 18, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 99,620 | 8,912 | 0.01% | 0.0% | 627 | +89,790 | 913.43% | Q4 2025 | Feb 17, 2026 |
| Rodgers & Associates, LTD | History | Added to | 98,773 | 8,836 | 0.89% | 0.87% | 628 | +1,952 | 2.02% | Q4 2025 | Jan 22, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 98,354 | 8,798 | 2.73% | 2.13% | 629 | +20,554 | 26.42% | Q4 2025 | Jan 15, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | New | 97,156 | 8,691 | 5.95% | — | 630 | +97,156 | New | Q4 2025 | Feb 17, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 96,362 | 8,620 | 0.24% | 0.24% | 631 | -521 | -0.54% | Q4 2025 | Jan 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 95,697 | 8,561 | 0.64% | 0.48% | 632 | +29,140 | 43.78% | Q4 2025 | Jan 07, 2026 |
| Red Tortoise LLC | History | Reduced | 95,390 | 8,533 | 3.62% | 3.71% | 633 | -2,500 | -2.55% | Q4 2025 | Jan 22, 2026 |
| HORIZON BANCORP INC /IN/ | History | Reduced | 95,319 | 8,527 | 4.15% | 4.09% | 634 | -2,800 | -2.85% | Q4 2025 | Feb 11, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 94,131 | 8,420 | 1.56% | 1.35% | 635 | +16,201 | 20.79% | Q4 2025 | Feb 13, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 93,461 | 8,360 | 1.55% | 1.66% | 636 | -3,728 | -3.84% | Q4 2025 | Jan 30, 2026 |
| POM Investment Strategies, LLC | History | Added to | 93,420 | 8,357 | 4.3% | 4.04% | 637 | +8,323 | 9.78% | Q4 2025 | Feb 17, 2026 |
| FULTON BANK, N.A. | History | Added to | 92,556 | 8,280 | 0.29% | 0.19% | 638 | +30,428 | 48.98% | Q4 2025 | Jan 08, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 92,455 | 8,271 | 0.05% | 0.06% | 639 | -7,195 | -7.22% | Q4 2025 | Jan 29, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 92,298 | 8,256 | 0.35% | 0.35% | 640 | -527 | -0.57% | Q4 2025 | Feb 11, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 91,753 | 8,208 | 1.09% | 1.1% | 641 | +1,786 | 1.99% | Q4 2025 | Jan 30, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 91,708 | 8,204 | 0.06% | 0.05% | 642 | +4,435 | 5.08% | Q4 2025 | Feb 17, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 91,552 | 8,190 | 2.14% | 2.17% | 643 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | Added to | 91,057 | 8,145 | 1.62% | 1.69% | 644 | +2,466 | 2.78% | Q4 2025 | Jan 16, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 90,460 | 8,111 | 1.09% | 2.25% | 645 | -118,408 | -56.69% | Q4 2025 | Feb 11, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 90,518 | 8,097 | 2.37% | — | 646 | +90,518 | New | Q4 2025 | Mar 19, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 83,120 | 8,094 | 4.95% | 4.84% | 647 | -1,515 | -1.79% | Q4 2025 | Feb 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 89,668 | 8,021 | 0.15% | 0.14% | 648 | +8,452 | 10.41% | Q4 2025 | Feb 12, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 89,347 | 7,992 | 0.81% | 0.76% | 649 | +6,147 | 7.39% | Q4 2025 | Jan 20, 2026 |
| Custos Family Office, LLC | History | Reduced | 89,240 | 7,983 | 5.45% | 4.89% | 650 | -9,841 | -9.93% | Q4 2025 | Feb 17, 2026 |
| Hickory Point Bank & Trust | History | No change | 89,165 | 7,976 | 5.79% | 5.82% | 651 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| BESSEMER GROUP INC | History | Reduced | 88,463 | 7,913 | 0.01% | 0.01% | 652 | -1,152 | -1.29% | Q4 2025 | Feb 05, 2026 |
| Sheridan Capital Management, LLC | History | Reduced | 87,414 | 7,820 | 3.97% | 4.15% | 653 | -2,511 | -2.79% | Q4 2025 | Jan 23, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 80,276 | 7,808 | 7.62% | — | 654 | +80,276 | New | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 84,008 | 7,791 | 0.25% | 0.24% | 655 | +4,217 | 5.29% | Q4 2025 | Jan 23, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 86,903 | 7,774 | 2.52% | 2.92% | 656 | -16,211 | -15.72% | Q4 2025 | Jan 30, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 86,872 | 7,771 | 0.94% | 0.89% | 657 | +5,350 | 6.56% | Q4 2025 | Jan 13, 2026 |
| CENTRAL TRUST Co | History | Added to | 86,246 | 7,715 | 0.15% | 0.15% | 658 | +6,715 | 8.44% | Q4 2025 | Feb 02, 2026 |
| NBT BANK N A /NY | History | Added to | 86,195 | 7,711 | 0.5% | 0.49% | 659 | +45 | 0.05% | Q4 2025 | Jan 23, 2026 |
| Emergent Wealth Advisors, LLC | History | Added to | 85,633 | 7,660 | 4.31% | 3.7% | 660 | +13,255 | 18.31% | Q4 2025 | Jan 14, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 85,556 | 7,653 | 0.54% | 1.31% | 661 | -138,639 | -61.84% | Q4 2025 | Jan 14, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 85,256 | 7,627 | 0.03% | 0.03% | 662 | -4,240 | -4.74% | Q4 2025 | Feb 17, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | Reduced | 84,919 | 7,597 | 2.02% | 2.77% | 663 | -35,059 | -29.22% | Q4 2025 | Feb 09, 2026 |
| Caldwell Trust Co | History | Added to | 84,268 | 7,538 | 0.67% | 0.59% | 664 | +12,028 | 16.65% | Q4 2025 | Jan 30, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 83,892 | 7,504 | 1.08% | 1.07% | 665 | +44 | 0.05% | Q4 2025 | Feb 06, 2026 |
| TFB Advisors LLC | History | Added to | 83,869 | 7,502 | 2.1% | 2.12% | 666 | +344 | 0.41% | Q4 2025 | Feb 13, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 83,657 | 7,483 | 1.48% | 1.51% | 667 | -458 | -0.54% | Q4 2025 | Feb 13, 2026 |
| Oakwell Private Wealth Management, LLC | History | Reduced | 83,586 | 7,477 | 1.4% | 1.47% | 668 | -305 | -0.36% | Q4 2025 | Jan 30, 2026 |
| MSH Capital Advisors LLC | History | Added to | 83,177 | 7,441 | 1.59% | 1.93% | 669 | +711 | 0.86% | Q4 2025 | Feb 09, 2026 |
| King Wealth Management Group | History | Added to | 82,621 | 7,391 | 0.89% | 0.89% | 670 | +1,442 | 1.78% | Q4 2025 | Feb 09, 2026 |
| Auour Investments LLC | History | Added to | 82,505 | 7,380 | 2.35% | 2.17% | 671 | +6,027 | 7.88% | Q4 2025 | Jan 12, 2026 |
| NWAM LLC | History | Reduced | 79,462 | 7,353 | 0.41% | 0.39% | 672 | -1,988 | -2.44% | Q4 2025 | Feb 04, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 82,010 | 7,336 | 0.06% | — | 673 | +82,010 | New | Q4 2025 | Feb 17, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 81,524 | 7,293 | 6.71% | — | 674 | +81,524 | New | Q4 2025 | Feb 13, 2026 |
| BG Investment Services, LLC | History | Added to | 80,887 | 7,236 | 6.45% | 6.94% | 675 | +319 | 0.4% | Q4 2025 | Feb 05, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 80,703 | 7,219 | 0.07% | 0.06% | 676 | +14,360 | 21.65% | Q4 2025 | Feb 05, 2026 |
| Avion Wealth | History | Reduced | 80,217 | 7,176 | 1.51% | 1.57% | 677 | -3,519 | -4.2% | Q4 2025 | Jan 23, 2026 |
| Asset Dedication, LLC | History | Reduced | 79,723 | 7,132 | 0.47% | 0.48% | 678 | -1,571 | -1.93% | Q4 2025 | Jan 26, 2026 |
| Rothschild Wealth LLC | History | Added to | 79,640 | 7,124 | 0.68% | 1.4% | 679 | +6,045 | 8.21% | Q4 2025 | Feb 17, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 79,397 | 7,102 | 2.27% | 1.85% | 680 | +13,961 | 21.34% | Q4 2025 | Jan 21, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 79,114 | 7,077 | 0.98% | 1.13% | 681 | -4,632 | -5.53% | Q4 2025 | Jan 09, 2026 |
| INSIGHT 2811, INC. | History | Reduced | 78,996 | 7,066 | 3.12% | 3.24% | 682 | -4,226 | -5.08% | Q4 2025 | Feb 03, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 78,307 | 7,005 | 0.32% | 0.32% | 683 | -1,134 | -1.43% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 78,248 | 7,000 | 0.17% | 0.16% | 684 | +3,582 | 4.8% | Q4 2025 | Feb 17, 2026 |
| Roundview Capital LLC | History | Added to | 77,162 | 6,902 | 0.42% | 0.36% | 685 | +12,348 | 19.05% | Q4 2025 | Feb 09, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 77,136 | 6,900 | 0.1% | 0.1% | 686 | -2,610 | -3.27% | Q4 2025 | Feb 12, 2026 |
| Park Place Capital Corp | History | Added to | 77,020 | 6,890 | 1.43% | 1.27% | 687 | +8,146 | 11.83% | Q4 2025 | Jan 09, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 76,320 | 6,827 | 0.48% | 0.52% | 688 | +954 | 1.27% | Q4 2025 | Jan 21, 2026 |
| Vericrest Private Wealth | History | New | 76,200 | 6,816 | 6.06% | — | 689 | +76,200 | New | Q4 2025 | Mar 12, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 76,144 | 6,811 | 0.25% | 0.27% | 690 | -5,300 | -6.51% | Q4 2025 | Jan 27, 2026 |
| Alliance Private Wealth, LLC | History | New | 71,958 | 6,807 | 2.37% | — | 691 | +71,958 | New | Q4 2025 | Feb 13, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 75,642 | 6,766 | 2.29% | 2.24% | 692 | -856 | -1.12% | Q4 2025 | Jan 07, 2026 |
| TruNorth Capital Management, LLC | History | Reduced | 75,560 | 6,759 | 1.28% | 1.32% | 693 | -670 | -0.88% | Q4 2025 | Feb 11, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 74,965 | 6,706 | 1.99% | 1.82% | 694 | +9,738 | 14.93% | Q4 2025 | Feb 09, 2026 |
| St. Clair Advisors, LLC | History | Added to | 74,843 | 6,695 | 1.73% | 1.72% | 695 | +625 | 0.84% | Q4 2025 | Jan 20, 2026 |
| Churchill Financial Advisors, LLC | History | New | 74,444 | 6,659 | 2.03% | — | 696 | +74,444 | New | Q4 2025 | Feb 09, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 73,936 | 6,614 | 0.27% | 0.29% | 697 | -5,654 | -7.1% | Q4 2025 | Jan 20, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 73,200 | 6,548 | 0.02% | 0.02% | 698 | +1,800 | 2.52% | Q4 2025 | Jan 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 73,028 | 6,533 | 0.57% | 0.57% | 699 | -936 | -1.27% | Q4 2025 | Jan 26, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 72,820 | 6,514 | 0.48% | 0.47% | 700 | +1,246 | 1.74% | Q4 2025 | Feb 10, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 72,790 | 6,511 | 0.24% | 0.12% | 701 | +51,987 | 249.9% | Q4 2025 | Feb 04, 2026 |
| Meramec Financial Planners, LLC | History | New | 67,959 | 6,500 | 2.53% | — | 702 | +67,959 | New | Q4 2025 | Feb 10, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 72,512 | 6,486 | 2.61% | 2.44% | 703 | +4,550 | 6.69% | Q4 2025 | Jan 20, 2026 |
| SouthState Bank Corp | History | Added to | 72,484 | 6,484 | 0.29% | 0.26% | 704 | +8,424 | 13.15% | Q4 2025 | Feb 11, 2026 |
| Sculati Wealth Management, LLC | History | Added to | 72,330 | 6,470 | 2.28% | 2.01% | 705 | +7,149 | 10.97% | Q4 2025 | Feb 05, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | New | 72,095 | 6,449 | 2.0% | — | 706 | +72,095 | New | Q4 2025 | Jan 08, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 71,735 | 6,417 | 0.6% | 0.61% | 707 | -1,146 | -1.57% | Q4 2025 | Jan 22, 2026 |
| Stephens Consulting, LLC | History | Reduced | 71,189 | 6,368 | 2.06% | 2.15% | 708 | -859 | -1.19% | Q4 2025 | Jan 13, 2026 |
| Brio Consultants, LLC | History | Reduced | 71,149 | 6,364 | 0.83% | 0.86% | 709 | -864 | -1.2% | Q4 2025 | Feb 04, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 71,128 | 6,363 | 0.37% | 0.61% | 710 | +1,429 | 2.05% | Q4 2025 | Jan 29, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 70,964 | 6,348 | 0.0% | 0.0% | 711 | +932 | 1.33% | Q4 2025 | Feb 11, 2026 |
| LTG Capital LLC | History | Added to | 70,933 | 6,345 | 4.95% | 3.04% | 712 | +26,697 | 60.35% | Q4 2025 | Feb 11, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 70,878 | 6,340 | 3.91% | 3.57% | 713 | +7,092 | 11.12% | Q4 2025 | Jan 07, 2026 |
| Charles Schwab Trust Co | History | Reduced | 70,855 | 6,338 | 0.42% | 0.47% | 714 | -8,503 | -10.71% | Q4 2025 | Jan 09, 2026 |
| Argent Trust Co | History | Added to | 70,561 | 6,312 | 0.22% | 0.21% | 715 | +1,334 | 1.93% | Q4 2025 | Feb 10, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 70,468 | 6,304 | 1.99% | 2.11% | 716 | +2,322 | 3.41% | Q4 2025 | Jan 08, 2026 |
| Vigilare Wealth Management | History | Reduced | 70,443 | 6,301 | 2.12% | 3.03% | 717 | -29,579 | -29.57% | Q4 2025 | Jan 07, 2026 |
| Clayton Financial Group LLC | History | Added to | 70,167 | 6,277 | 3.2% | 3.57% | 718 | +14,263 | 25.51% | Q4 2025 | Jan 21, 2026 |
| Strive Financial Group ,LLC | History | New | 70,135 | 6,274 | 3.11% | — | 719 | +70,135 | New | Q4 2025 | Feb 18, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 69,824 | 6,246 | 1.42% | 1.36% | 720 | -4,777 | -6.4% | Q4 2025 | Feb 02, 2026 |
| BOSTON RESEARCH & MANAGEMENT INC | History | Reduced | 69,781 | 6,242 | 1.44% | 1.36% | 721 | -796 | -1.13% | Q4 2025 | Feb 11, 2026 |
| Elyxium Wealth, LLC | History | Added to | 69,747 | 6,239 | 1.73% | 2.04% | 722 | +2,706 | 4.04% | Q4 2025 | Feb 05, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 69,690 | 6,234 | 0.87% | 0.83% | 723 | +4,805 | 7.41% | Q4 2025 | Feb 02, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 69,628 | 6,228 | 0.33% | 0.32% | 724 | +1,186 | 1.73% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 69,449 | 6,212 | 0.08% | 0.05% | 725 | +21,838 | 45.87% | Q4 2025 | Feb 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 69,165 | 6,187 | 0.2% | 0.16% | 726 | +14,065 | 25.53% | Q4 2025 | Feb 13, 2026 |
| Emerald Advisors, LLC | History | Reduced | 69,090 | 6,180 | 0.84% | 1.17% | 727 | -31,881 | -31.57% | Q4 2025 | Jan 27, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 68,911 | 6,164 | 0.46% | 0.46% | 728 | +75 | 0.11% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 68,870 | 6,161 | 0.26% | 0.37% | 729 | -57,531 | -45.51% | Q4 2025 | Feb 17, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 68,450 | 6,123 | 0.25% | 0.25% | 730 | +10,552 | 18.23% | Q4 2025 | Jan 28, 2026 |
| Eagle Strategies LLC | History | Reduced | 68,400 | 6,119 | 0.78% | 0.8% | 731 | -457 | -0.66% | Q4 2025 | Jan 23, 2026 |
| VANGUARD GROUP INC | History | Added to | 67,576 | 6,045 | 0.0% | 0.0% | 732 | +5,236 | 8.4% | Q4 2025 | Jan 29, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 67,481 | 6,036 | 1.37% | 1.22% | 733 | +10,370 | 18.16% | Q4 2025 | Feb 11, 2026 |
| BCS Private Wealth Management, Inc. | History | Reduced | 67,360 | 6,026 | 2.06% | 2.14% | 734 | -1,256 | -1.83% | Q4 2025 | Jan 26, 2026 |
| Busey Bank | History | Added to | 67,351 | 6,025 | 0.16% | 0.15% | 735 | +4,393 | 6.98% | Q4 2025 | Jan 27, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 67,151 | 6,007 | 0.09% | 0.08% | 736 | +6,441 | 10.61% | Q4 2025 | Feb 09, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 67,048 | 5,998 | 0.58% | 0.59% | 737 | +136 | 0.2% | Q4 2025 | Feb 06, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 66,890 | 5,983 | 0.65% | 0.72% | 738 | -7,980 | -10.66% | Q4 2025 | Feb 05, 2026 |
| TAGStone Capital, Inc. | History | Added to | 66,467 | 5,946 | 2.21% | 2.26% | 739 | +1,144 | 1.75% | Q4 2025 | Feb 10, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 66,395 | 5,939 | 0.88% | 0.97% | 740 | -4,047 | -5.75% | Q4 2025 | Jan 27, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 66,345 | 5,935 | 0.57% | 0.49% | 741 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Bowman & Co S.C. | History | Reduced | 66,135 | 5,916 | 2.49% | 2.49% | 742 | -1,386 | -2.05% | Q4 2025 | Jan 23, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 66,095 | 5,912 | 0.21% | 0.21% | 743 | +2,047 | 3.2% | Q4 2025 | Jan 07, 2026 |
| Carrera Capital Advisors | History | Added to | 65,695 | 5,877 | 0.99% | 0.99% | 744 | +2,381 | 3.76% | Q4 2025 | Jan 30, 2026 |
| Western Wealth Management, LLC | History | Reduced | 65,332 | 5,844 | 0.27% | 0.32% | 745 | -5,015 | -7.13% | Q4 2025 | Feb 05, 2026 |
| Wealth Analytics Partners, LLC | History | New | 65,158 | 5,829 | 2.29% | — | 746 | +65,158 | New | Q4 2025 | Feb 17, 2026 |
| ADE, LLC | History | Added to | 64,796 | 5,796 | 2.81% | 2.73% | 747 | +2,914 | 4.71% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | New | 64,681 | 5,786 | 0.17% | — | 748 | +64,681 | New | Q4 2025 | Feb 13, 2026 |
| Marietta Wealth Management, LLC | History | Reduced | 64,148 | 5,738 | 0.66% | 0.71% | 749 | -2,104 | -3.18% | Q4 2025 | Jan 28, 2026 |
| SoundView Advisors Inc. | History | New | 64,077 | 5,732 | 2.0% | — | 750 | +64,077 | New | Q4 2025 | Feb 06, 2026 |
| Prospera Financial Services Inc | History | Reduced | 64,016 | 5,730 | 0.09% | 0.1% | 751 | -2,988 | -4.46% | Q4 2025 | Feb 09, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 63,344 | 5,666 | 0.39% | 0.4% | 752 | +364 | 0.58% | Q4 2025 | Jan 07, 2026 |
| Blue Trust, Inc. | History | Added to | 63,327 | 5,665 | 0.06% | 0.03% | 753 | +34,698 | 121.2% | Q4 2025 | Jan 16, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 63,046 | 5,640 | 0.74% | 0.75% | 754 | +6 | 0.01% | Q4 2025 | Jan 12, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 62,802 | 5,618 | 0.11% | 0.06% | 755 | +28,952 | 85.53% | Q4 2025 | Feb 04, 2026 |
| SELDON CAPITAL LP | History | No change | 62,425 | 5,584 | 1.93% | 1.92% | 756 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 62,351 | 5,577 | 0.14% | 0.14% | 757 | +521 | 0.84% | Q4 2025 | Feb 09, 2026 |
| Premier Private Wealth Management LLC | History | New | 58,937 | 5,571 | 5.77% | — | 758 | +58,937 | New | Q4 2025 | Feb 11, 2026 |
| Visionary Wealth Advisors | History | Added to | 62,264 | 5,570 | 0.25% | 0.22% | 759 | +9,221 | 17.38% | Q4 2025 | Feb 13, 2026 |
| Sunbeam Capital Management, LLC | History | Added to | 62,073 | 5,553 | 3.29% | 2.28% | 760 | +19,969 | 47.43% | Q4 2025 | Feb 13, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 61,743 | 5,523 | 1.93% | 1.91% | 761 | -249 | -0.4% | Q4 2025 | Feb 10, 2026 |
| Ducere Wealth Management LLC | History | New | 61,651 | 5,515 | 2.17% | — | 762 | +61,651 | New | Q4 2025 | Feb 17, 2026 |
| Westfuller Advisors, LLC | History | Added to | 61,334 | 5,486 | 2.22% | 2.05% | 763 | +9,798 | 19.01% | Q4 2025 | Jan 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 61,318 | 5,485 | 0.35% | 0.36% | 764 | -817 | -1.31% | Q4 2025 | Feb 06, 2026 |
| Fiduciary Group, LLC | History | Added to | 61,130 | 5,468 | 0.46% | 0.47% | 765 | +355 | 0.58% | Q4 2025 | Feb 12, 2026 |
| MATTERS CAPITAL LLC | History | New | 61,116 | 5,467 | 4.48% | — | 766 | +61,116 | New | Q4 2025 | Feb 17, 2026 |
| One Degree Advisors Inc | History | Added to | 61,005 | 5,457 | 1.5% | 1.53% | 767 | +3,809 | 6.66% | Q4 2025 | Feb 06, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 60,511 | 5,413 | 0.28% | 0.27% | 768 | +15 | 0.02% | Q4 2025 | Feb 17, 2026 |
| Center For Asset Management LLC | History | Added to | 60,352 | 5,399 | 2.82% | 2.57% | 769 | +5,097 | 9.22% | Q4 2025 | Jan 21, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 60,341 | 5,398 | 0.92% | 0.95% | 770 | +1,532 | 2.61% | Q4 2025 | Jan 12, 2026 |
| SPINNAKER TRUST | History | Reduced | 60,117 | 5,378 | 0.29% | 0.29% | 771 | -292 | -0.48% | Q4 2025 | Feb 10, 2026 |
| PFG Investments, LLC | History | Added to | 59,886 | 5,357 | 0.25% | 0.22% | 772 | +10,413 | 21.05% | Q4 2025 | Jan 26, 2026 |
| Ellevest, Inc. | History | Added to | 59,732 | 5,343 | 0.74% | 0.73% | 773 | +820 | 1.39% | Q4 2025 | Feb 10, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 59,715 | 5,342 | 0.69% | 0.76% | 774 | -1,983 | -3.21% | Q4 2025 | Feb 04, 2026 |
| ABC ARBITRAGE SA | History | Reduced | 59,577 | 5,329 | 0.5% | 0.85% | 775 | -39,364 | -39.79% | Q4 2025 | Feb 04, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 59,440 | 5,317 | 2.1% | 2.07% | 776 | +3,259 | 5.8% | Q4 2025 | Feb 11, 2026 |
| GeoWealth Management, LLC | History | Reduced | 59,362 | 5,310 | 0.2% | 0.2% | 777 | -2,580 | -4.17% | Q4 2025 | Feb 17, 2026 |
| PCM Encore, LLC | History | New | 59,068 | 5,284 | 1.12% | — | 778 | +59,068 | New | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | Added to | 58,307 | 5,231 | 0.24% | 0.16% | 779 | +44,085 | 309.98% | Q4 2025 | Feb 12, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 58,291 | 5,214 | 0.51% | 0.49% | 780 | +3,660 | 6.7% | Q4 2025 | Feb 13, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 57,520 | 5,145 | 3.87% | 3.82% | 781 | +3,248 | 5.98% | Q4 2025 | Jan 27, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 57,263 | 5,122 | 2.22% | 2.17% | 782 | +5,986 | 11.67% | Q4 2025 | Jan 23, 2026 |
| Segment Wealth Management, LLC | History | No change | 57,130 | 5,110 | 0.3% | 0.3% | 783 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Traveka Wealth, LLC | History | Added to | 56,721 | 5,074 | 2.07% | 2.17% | 784 | +1,077 | 1.94% | Q4 2025 | Jan 08, 2026 |
| AAF Wealth Management, LLC | History | Added to | 56,339 | 5,040 | 2.13% | 2.23% | 785 | +29 | 0.05% | Q4 2025 | Feb 06, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 56,206 | 5,028 | 0.03% | 0.03% | 786 | -638 | -1.12% | Q4 2025 | Jan 27, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 56,056 | 5,014 | 4.23% | 4.09% | 787 | +964 | 1.75% | Q4 2025 | Jan 21, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 55,841 | 4,995 | 1.45% | 1.36% | 788 | +1,273 | 2.33% | Q4 2025 | Jan 12, 2026 |
| Tanglewood Wealth Management, Inc. | History | Reduced | 55,764 | 4,988 | 0.46% | 0.45% | 789 | -269 | -0.48% | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 55,686 | 4,981 | 0.18% | 0.16% | 790 | +7,952 | 16.66% | Q4 2025 | Feb 06, 2026 |
| TritonPoint Partners, LLC | History | New | 55,608 | 4,974 | 2.66% | — | 791 | +55,608 | New | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 55,493 | 4,964 | 0.07% | 0.06% | 792 | +1,915 | 3.57% | Q4 2025 | Feb 02, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 55,411 | 4,957 | 1.12% | 1.19% | 793 | +923 | 1.69% | Q4 2025 | Feb 11, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 55,409 | 4,956 | 0.69% | 0.7% | 794 | -2,651 | -4.57% | Q4 2025 | Feb 04, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 55,240 | 4,941 | 3.26% | 2.84% | 795 | +8,166 | 17.35% | Q4 2025 | Jan 22, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 55,193 | 4,937 | 0.32% | 0.33% | 796 | -568 | -1.02% | Q4 2025 | Feb 03, 2026 |
| NorthRock Partners, LLC | History | Added to | 55,142 | 4,933 | 0.08% | 0.08% | 797 | +5,579 | 11.26% | Q4 2025 | Feb 17, 2026 |
| Pembroke Management, LTD | History | Added to | 54,471 | 4,872 | 0.5% | 0.45% | 798 | +1,990 | 3.79% | Q4 2025 | Feb 12, 2026 |
| Sequent Planning LLC | History | Added to | 54,360 | 4,863 | 1.24% | 0.98% | 799 | +14,652 | 36.9% | Q4 2025 | Feb 05, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Added to | 54,232 | 4,851 | 1.48% | 1.35% | 800 | +8,590 | 18.82% | Q4 2025 | Feb 06, 2026 |