iSHARES TRUST - IJK
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 7,220,033 | 699,476 | 0.04% | 0.04% | 1 | +53,813 | 0.75% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,936,569 | 575,134 | 0.1% | 0.11% | 2 | -121,070 | -2.0% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 4,175,343 | 404,507 | 0.02% | 0.02% | 3 | +191,539 | 4.81% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,624,637 | 351,154 | 0.03% | 0.02% | 4 | +46,311 | 1.29% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,274,046 | 220,309 | 0.03% | 0.03% | 5 | +79,969 | 3.64% | Q4 2025 | Mar 25, 2026 |
| UBS Group AG | History | Added to | 2,179,822 | 211,181 | 0.03% | 0.03% | 6 | +30,546 | 1.42% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,940,044 | 187,951 | 0.1% | 0.11% | 7 | -6,558 | -0.34% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,868,767 | 181,046 | 0.05% | 0.05% | 8 | +45,703 | 2.51% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,836,580 | 177,927 | 0.06% | 0.06% | 9 | -571 | -0.03% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Reduced | 1,438,529 | 139,364 | 0.04% | 0.04% | 10 | -12,052 | -0.83% | Q4 2025 | Feb 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 1,310,650 | 126,975 | 0.24% | 0.25% | 11 | -32,888 | -2.45% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 1,192,808 | 115,559 | 0.71% | 0.71% | 12 | +43,442 | 3.78% | Q4 2025 | Jan 29, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,133,117 | 109,776 | 0.01% | 0.01% | 13 | +29,770 | 2.7% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,085,736 | 105,186 | 0.07% | 0.07% | 14 | -52,335 | -4.6% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 976,004 | 94,589 | 0.02% | 0.02% | 15 | -29,718 | -2.95% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 885,104 | 85,748 | 0.01% | 0.01% | 16 | +6,231 | 0.71% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 821,558 | 79,592 | 0.01% | 0.01% | 17 | +10,586 | 1.31% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Reduced | 723,583 | 70,100 | 0.4% | 0.44% | 18 | -8,045 | -1.1% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 607,966 | 58,899 | 0.08% | 0.08% | 19 | -38,494 | -5.95% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 581,188 | 56,305 | 0.06% | 0.06% | 20 | +670 | 0.12% | Q4 2025 | Feb 06, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 563,270 | 54,569 | 0.2% | 0.19% | 21 | -1,482 | -0.26% | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 534,847 | 51,817 | 0.01% | — | 22 | +534,847 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 517,202 | 50,106 | 0.02% | 0.02% | 23 | -1,939 | -0.37% | Q4 2025 | Feb 12, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 501,866 | 48,620 | 1.61% | 1.76% | 24 | -6,330 | -1.25% | Q4 2025 | Jan 30, 2026 |
| Cerity Partners LLC | History | Added to | 500,799 | 48,518 | 0.07% | 0.08% | 25 | +1,925 | 0.39% | Q4 2025 | Feb 11, 2026 |
| BOKF, NA | History | Reduced | 475,753 | 46,090 | 0.71% | 0.7% | 26 | -7,241 | -1.5% | Q4 2025 | Feb 03, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 475,080 | 46,025 | 2.84% | 3.32% | 27 | -84,675 | -15.13% | Q4 2025 | Jan 22, 2026 |
| Focus Partners Wealth | History | Added to | 474,140 | 45,934 | 0.05% | 0.07% | 28 | +36,838 | 8.42% | Q4 2025 | Feb 13, 2026 |
| REGIONS FINANCIAL CORP | History | New | 464,139 | 44,965 | 0.29% | — | 29 | +464,139 | New | Q4 2025 | Jan 27, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 447,554 | 43,359 | 2.26% | 2.51% | 30 | -42,012 | -8.58% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 426,115 | 41,282 | 0.03% | 0.03% | 31 | +33,801 | 8.62% | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 399,976 | 38,749 | 0.91% | 1.01% | 32 | -38,581 | -8.8% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 396,643 | 38,426 | 0.05% | 0.05% | 33 | -10,311 | -2.53% | Q4 2025 | Feb 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 386,092 | 37,404 | 0.07% | 0.08% | 34 | -14,640 | -3.65% | Q4 2025 | Feb 17, 2026 |
| Moment Partners, LLC | History | Added to | 380,677 | 36,879 | 7.59% | 6.28% | 35 | +10,336 | 2.79% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 349,774 | 33,886 | 0.04% | 0.04% | 36 | +20,855 | 6.34% | Q4 2025 | Feb 13, 2026 |
| Align Financial, LLC | History | New | 32,552 | 32,552 | 0.02% | — | 37 | +32,552 | New | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 299,689 | 29,033 | 0.16% | 0.17% | 38 | -4,342 | -1.43% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | Added to | 287,486 | 27,607 | 0.08% | 0.08% | 39 | +12,482 | 4.54% | Q4 2025 | Feb 10, 2026 |
| COURIER CAPITAL LLC | History | Added to | 284,869 | 27,598 | 1.55% | 1.54% | 40 | +4,240 | 1.51% | Q4 2025 | Jan 29, 2026 |
| Savant Capital, LLC | History | Reduced | 261,714 | 25,354 | 0.14% | 0.15% | 41 | -1,239 | -0.47% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 261,702 | 25,353 | 0.05% | 0.05% | 42 | +9,778 | 3.88% | Q4 2025 | Mar 16, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 245,382 | 23,772 | 0.04% | 0.04% | 43 | -4,002 | -1.6% | Q4 2025 | Feb 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 241,481 | 23,394 | 2.86% | 3.14% | 44 | -2,693 | -1.1% | Q4 2025 | Jan 09, 2026 |
| Cetera Investment Advisers | History | Added to | 226,667 | 21,959 | 0.02% | 0.02% | 45 | +21,679 | 10.58% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Added to | 222,320 | 21,538 | 0.48% | 0.0% | 46 | +221,824 | 44722.58% | Q4 2025 | Feb 05, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 212,003 | 20,539 | 2.32% | 2.33% | 47 | -3,169 | -1.47% | Q4 2025 | Jan 21, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 210,448 | 20,388 | 0.38% | 0.41% | 48 | -17,771 | -7.79% | Q4 2025 | Feb 04, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 207,056 | 20,059 | 0.42% | 0.46% | 49 | -11 | -0.01% | Q4 2025 | Feb 03, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 199,476 | 19,327 | 0.02% | 0.02% | 50 | -6,865 | -3.33% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 198,522 | 19,232 | 0.13% | 0.13% | 51 | +15,014 | 8.18% | Q4 2025 | Feb 17, 2026 |
| Hudson Capital Management LLC | History | Added to | 193,470 | 18,743 | 4.7% | 4.79% | 52 | +5,372 | 2.86% | Q4 2025 | Jan 21, 2026 |
| Arax Advisory Partners | History | New | 190,162 | 18,422 | 0.54% | — | 53 | +190,162 | New | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 187,967 | 18,210 | 0.01% | 0.01% | 54 | +1,341 | 0.72% | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 181,306 | 18,055 | 1.6% | 1.61% | 55 | -3,871 | -2.09% | Q4 2025 | Jan 28, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 183,811 | 17,807 | 5.37% | 5.45% | 56 | +3,598 | 2.0% | Q4 2025 | Jan 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 175,759 | 17,027 | 0.07% | 0.08% | 57 | +2,983 | 1.73% | Q4 2025 | Feb 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 168,483 | 16,322 | 0.18% | 0.16% | 58 | +25,523 | 17.85% | Q4 2025 | Feb 06, 2026 |
| Argent Trust Co | History | Added to | 167,865 | 16,262 | 0.56% | 0.51% | 59 | +16,838 | 11.15% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 167,262 | 16,208 | 0.02% | 0.02% | 60 | +21,174 | 14.49% | Q4 2025 | Feb 17, 2026 |
| Texas Yale Capital Corp. | History | No change | 159,497 | 15,452 | 0.47% | 0.48% | 61 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 153,648 | 14,885 | 1.87% | 1.86% | 62 | -4,304 | -2.72% | Q4 2025 | Jan 29, 2026 |
| COMERICA BANK | History | Reduced | 151,345 | 14,662 | 0.06% | 0.06% | 63 | -12,663 | -7.72% | Q4 2025 | Jan 29, 2026 |
| Waverly Advisors, LLC | History | Added to | 147,355 | 14,275 | 0.12% | 0.14% | 64 | +5,197 | 3.66% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 143,786 | 13,929 | 0.04% | 0.04% | 65 | +5,006 | 3.61% | Q4 2025 | Feb 02, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 142,325 | 13,788 | 3.54% | 3.55% | 66 | -669 | -0.47% | Q4 2025 | Jan 22, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 140,677 | 13,628 | 0.56% | 0.57% | 67 | -1,352 | -0.95% | Q4 2025 | Jan 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 129,698 | 12,565 | 0.1% | 0.1% | 68 | +3,325 | 2.63% | Q4 2025 | Feb 12, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 124,272 | 12,039 | 0.45% | 0.5% | 69 | -14,300 | -10.32% | Q4 2025 | Jan 12, 2026 |
| PW Nova Financial Services LLC | History | New | 117,660 | 11,577 | 4.38% | — | 70 | +117,660 | New | Q4 2025 | Apr 09, 2026 |
| AlTi Global, Inc. | History | Added to | 113,709 | 11,016 | 0.24% | 0.25% | 71 | +4,634 | 4.25% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 107,630 | 10,427 | 0.03% | 0.02% | 72 | +26,133 | 32.07% | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 107,208 | 10,386 | 0.01% | 0.01% | 73 | -4,391 | -3.93% | Q4 2025 | Jan 30, 2026 |
| HSBC HOLDINGS PLC | History | New | 102,183 | 9,899 | 0.01% | — | 74 | +102,183 | New | Q4 2025 | Mar 20, 2026 |
| White Pine Investment CO | History | Added to | 100,983 | 9,783 | 2.31% | 2.28% | 75 | +843 | 0.84% | Q4 2025 | Jan 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 100,011 | 9,689 | 0.06% | 0.06% | 76 | -1,305 | -1.29% | Q4 2025 | Feb 09, 2026 |
| Blue Edge Capital, LLC | History | Reduced | 95,701 | 9,271 | 1.24% | 1.36% | 77 | -4,027 | -4.04% | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 94,377 | 9,143 | 0.52% | 0.53% | 78 | -648 | -0.68% | Q4 2025 | Jan 14, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 93,720 | 9,079 | 6.08% | 6.08% | 79 | -233 | -0.25% | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 93,339 | 9,042 | 0.22% | 0.22% | 80 | +3,782 | 4.22% | Q4 2025 | Jan 29, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 87,592 | 8,485 | 0.17% | 0.17% | 81 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 87,365 | 8,463 | 0.22% | 0.22% | 82 | -133 | -0.15% | Q4 2025 | Feb 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 84,471 | 8,183 | 0.04% | 0.03% | 83 | +19,797 | 30.61% | Q4 2025 | Jan 29, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 84,394 | 8,176 | 0.39% | 0.4% | 84 | -156 | -0.18% | Q4 2025 | Feb 04, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 80,388 | 7,787 | 1.31% | 1.39% | 85 | -4,198 | -4.96% | Q4 2025 | Jan 20, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | New | 78,975 | 7,651 | 1.1% | — | 86 | +78,975 | New | Q4 2025 | Jan 21, 2026 |
| Callan Family Office, LLC | History | Added to | 78,708 | 7,625 | 0.16% | 0.24% | 87 | +537 | 0.69% | Q4 2025 | Feb 12, 2026 |
| Oldfather Financial Services, LLC | History | Added to | 78,565 | 7,611 | 2.27% | 2.33% | 88 | +497 | 0.64% | Q4 2025 | Jan 16, 2026 |
| Private Advisor Group, LLC | History | Added to | 78,321 | 7,587 | 0.04% | 0.04% | 89 | +2,854 | 3.78% | Q4 2025 | Feb 17, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 77,330 | 7,491 | 0.76% | 0.77% | 90 | -957 | -1.22% | Q4 2025 | Jan 22, 2026 |
| Denver PWM, LLC | History | No change | 81,628 | 7,426 | 2.48% | 2.32% | 91 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GREENLEAF TRUST | History | Reduced | 76,401 | 7,401 | 0.07% | 0.07% | 92 | -142 | -0.19% | Q4 2025 | Jan 21, 2026 |
| DDFG, Inc | History | Added to | 75,948 | 7,357 | 1.61% | 1.66% | 93 | +1,053 | 1.41% | Q4 2025 | Jan 08, 2026 |
| First Citizens Financial Corp | History | Reduced | 73,549 | 7,125 | 3.52% | 3.53% | 94 | -974 | -1.31% | Q4 2025 | Jan 06, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 71,010 | 6,879 | 0.9% | 0.99% | 95 | -2,285 | -3.12% | Q4 2025 | Jan 14, 2026 |
| Heritage Trust Co | History | Reduced | 70,907 | 6,869 | 0.7% | 0.77% | 96 | -4,713 | -6.23% | Q4 2025 | Feb 10, 2026 |
| JNBA Financial Advisors | History | Reduced | 68,709 | 6,656 | 0.58% | 0.61% | 97 | -1,274 | -1.82% | Q4 2025 | Jan 26, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 67,589 | 6,547 | 0.3% | 0.34% | 98 | +1,258 | 1.9% | Q4 2025 | Jan 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 67,100 | 6,500 | 0.07% | 0.08% | 99 | +14,017 | 26.41% | Q4 2025 | Jan 23, 2026 |
| HB Wealth Management, LLC | History | Reduced | 66,310 | 6,424 | 0.04% | 0.04% | 100 | -208 | -0.31% | Q4 2025 | Jan 28, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 65,970 | 6,391 | 1.76% | 1.86% | 101 | +2,335 | 3.67% | Q4 2025 | Jan 15, 2026 |
| StoneX Group Inc. | History | Reduced | 65,851 | 6,379 | 0.28% | 0.33% | 102 | -13,500 | -17.01% | Q4 2025 | Feb 12, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 64,981 | 6,295 | 0.04% | 0.0% | 103 | +61,178 | 1608.68% | Q4 2025 | Jan 09, 2026 |
| Tidal Investments LLC | History | New | 63,519 | 6,153 | 0.01% | — | 104 | +63,519 | New | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 63,427 | 6,145 | 0.1% | 0.01% | 105 | +56,487 | 813.93% | Q4 2025 | Feb 09, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 62,956 | 6,099 | 1.88% | 1.89% | 106 | -680 | -1.07% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 61,549 | 5,972 | 0.01% | 0.01% | 107 | +7,792 | 14.49% | Q4 2025 | Mar 09, 2026 |
| Arkadios Wealth Advisors | History | Added to | 61,362 | 5,944 | 0.12% | 0.02% | 108 | +53,779 | 709.2% | Q4 2025 | Feb 13, 2026 |
| InvesTrust | History | No change | 60,384 | 5,850 | 2.26% | 2.12% | 109 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Guidance Point Advisors, LLC | History | Reduced | 59,616 | 5,776 | 1.34% | 1.38% | 110 | -79 | -0.13% | Q4 2025 | Feb 11, 2026 |
| Cordatus Wealth Management LLC | History | New | 58,897 | 5,705 | 1.32% | — | 111 | +58,897 | New | Q4 2025 | Jan 26, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 57,677 | 5,587 | 0.37% | 0.39% | 112 | -1,658 | -2.79% | Q4 2025 | Feb 20, 2026 |
| Asset Management Group, Inc. | History | Added to | 57,336 | 5,554 | 0.9% | 0.9% | 113 | +109 | 0.19% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 57,188 | 5,540 | 0.03% | — | 114 | +57,188 | New | Q4 2025 | Feb 18, 2026 |
| Berman McAleer LLC | History | Added to | 54,251 | 5,255 | 0.72% | 0.67% | 115 | +4,480 | 9.0% | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 51,575 | 5,230 | 0.01% | 0.01% | 116 | +819 | 1.61% | Q4 2025 | Jan 08, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 53,641 | 5,196 | 0.07% | 0.07% | 117 | -441 | -0.82% | Q4 2025 | Jan 30, 2026 |
| &PARTNERS | History | Added to | 52,625 | 5,094 | 0.03% | 0.02% | 118 | +20,258 | 62.59% | Q4 2025 | Feb 17, 2026 |
| Idaho Trust Co | History | Reduced | 51,660 | 5,004 | 1.66% | 2.03% | 119 | -11,079 | -17.66% | Q4 2025 | Feb 05, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 50,403 | 4,883 | 0.06% | 0.06% | 120 | +335 | 0.67% | Q4 2025 | Feb 09, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 49,947 | 4,838 | 0.14% | 0.14% | 121 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Reduced | 49,816 | 4,826 | 0.08% | 0.12% | 122 | -11,844 | -19.21% | Q4 2025 | Mar 12, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 49,170 | 4,763 | 0.3% | 0.31% | 123 | -278 | -0.56% | Q4 2025 | Jan 21, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 48,796 | 4,727 | 0.48% | 0.4% | 124 | +354 | 0.73% | Q4 2025 | Jan 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 48,678 | 4,716 | 0.01% | 0.01% | 125 | +504 | 1.05% | Q4 2025 | Feb 11, 2026 |
| M&T BANK CORP | History | Added to | 48,418 | 4,690 | 0.02% | 0.02% | 126 | +1,694 | 3.63% | Q4 2025 | Jan 30, 2026 |
| Brightwater Advisory LLC | History | Reduced | 46,138 | 4,469 | 3.02% | 3.05% | 127 | -155 | -0.33% | Q4 2025 | Feb 12, 2026 |
| Perkins Coie Trust Co | History | Reduced | 44,495 | 4,310 | 0.8% | 0.81% | 128 | -166 | -0.37% | Q4 2025 | Jan 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 44,400 | 4,301 | 0.02% | 0.02% | 129 | +958 | 2.21% | Q4 2025 | Feb 06, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 44,245 | 4,286 | 1.24% | 1.27% | 130 | -1,050 | -2.32% | Q4 2025 | Jan 14, 2026 |
| Circle Wealth Management, LLC | History | No change | 44,000 | 4,262 | 0.07% | 0.08% | 131 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 43,835 | 4,246 | 0.0% | 0.0% | 132 | +13,728 | 45.6% | Q4 2025 | Feb 17, 2026 |
| BKM Wealth Management, LLC | History | Added to | 43,668 | 4,230 | 1.55% | 1.54% | 133 | +243 | 0.56% | Q4 2025 | Jan 29, 2026 |
| Net Worth Advisory Group | History | Added to | 43,432 | 4,207 | 0.85% | 0.15% | 134 | +38,070 | 710.0% | Q4 2025 | Jan 14, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 43,287 | 4,193 | 0.28% | 0.27% | 135 | +1,794 | 4.32% | Q4 2025 | Apr 02, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 42,748 | 4,141 | 1.49% | 1.5% | 136 | -490 | -1.13% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | Reduced | 42,376 | 4,105 | 0.0% | 0.0% | 137 | -24,456 | -36.59% | Q4 2025 | Feb 13, 2026 |
| JMAC ENTERPRISES LLC | History | Reduced | 42,054 | 4,074 | 0.78% | 0.8% | 138 | -34 | -0.08% | Q4 2025 | Jan 21, 2026 |
| UMB Bank, n.a. | History | Added to | 41,660 | 4,036 | 0.05% | 0.06% | 139 | +2,391 | 6.09% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 41,308 | 4,001 | 0.05% | 0.0% | 141 | +38,249 | 1250.38% | Q4 2025 | Feb 03, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 41,307 | 4,001 | 0.01% | 0.01% | 140 | +2,411 | 6.2% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 39,594 | 3,836 | 0.03% | — | 142 | +39,594 | New | Q4 2025 | Feb 18, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 39,150 | 3,792 | 0.13% | 0.15% | 143 | -4,602 | -10.52% | Q4 2025 | Jan 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 38,940 | 3,772 | 0.01% | 0.01% | 144 | -1,949 | -4.77% | Q4 2025 | Feb 18, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 38,890 | 3,767 | 0.74% | 0.74% | 145 | +371 | 0.96% | Q4 2025 | Jan 28, 2026 |
| Lee-Kelleher Wealth Management | History | Reduced | 38,748 | 3,753 | 2.24% | 2.29% | 146 | -115 | -0.3% | Q4 2025 | Jan 14, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Added to | 38,620 | 3,741 | 1.61% | 1.6% | 147 | +1,374 | 3.69% | Q4 2025 | Jan 28, 2026 |
| Transcendent Capital Group LLC | History | Added to | 38,363 | 3,716 | 1.68% | 1.62% | 148 | +576 | 1.52% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 37,970 | 3,678 | 0.07% | 0.08% | 149 | -290 | -0.76% | Q4 2025 | Feb 06, 2026 |
| Triangle Securities Wealth Management | History | Added to | 37,661 | 3,648 | 0.77% | 0.71% | 150 | +4,798 | 14.6% | Q4 2025 | Jan 13, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 37,583 | 3,641 | 0.27% | 0.27% | 151 | -37 | -0.1% | Q4 2025 | Feb 10, 2026 |
| ANB BANK | History | Reduced | 37,166 | 3,600 | 1.43% | 1.45% | 152 | -208 | -0.56% | Q4 2025 | Feb 13, 2026 |
| LTG Capital LLC | History | Reduced | 36,837 | 3,568 | 2.78% | 2.87% | 153 | -1,141 | -3.0% | Q4 2025 | Feb 11, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 36,416 | 3,527 | 1.4% | 1.37% | 154 | +1,936 | 5.61% | Q4 2025 | Jan 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 36,393 | 3,525 | 0.04% | 0.05% | 155 | +512 | 1.43% | Q4 2025 | Feb 09, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 36,177 | 3,505 | 0.0% | 0.0% | 156 | +2,420 | 7.17% | Q4 2025 | Feb 10, 2026 |
| M1 Capital Management LLC | History | Reduced | 35,212 | 3,411 | 1.42% | 1.53% | 157 | -1,774 | -4.8% | Q4 2025 | Feb 13, 2026 |
| Ironwood Financial, llc | History | Reduced | 33,404 | 3,402 | 0.58% | 0.57% | 158 | -252 | -0.75% | Q4 2025 | Jan 15, 2026 |
| Midwest Trust Co | History | Reduced | 34,762 | 3,367 | 0.04% | 0.05% | 159 | -1,633 | -4.49% | Q4 2025 | Feb 04, 2026 |
| CWM, LLC | History | Added to | 34,673 | 3,359 | 0.01% | 0.01% | 160 | +2,146 | 6.6% | Q4 2025 | Jan 26, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 34,046 | 3,298 | 0.01% | 0.01% | 161 | +4,112 | 13.74% | Q4 2025 | Feb 17, 2026 |
| SOL Capital Management CO | History | No change | 34,023 | 3,296 | 0.3% | 0.29% | 162 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 33,836 | 3,278 | 0.07% | 0.07% | 163 | -575 | -1.67% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 33,487 | 3,244 | 0.21% | 0.22% | 164 | -271 | -0.8% | Q4 2025 | Jan 23, 2026 |
| Pathstone Holdings, LLC | History | New | 33,008 | 3,197 | 0.01% | — | 165 | +33,008 | New | Q4 2025 | Feb 13, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 32,596 | 3,157 | 0.42% | 0.45% | 166 | -3,877 | -10.63% | Q4 2025 | Jan 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 31,733 | 3,074 | 0.02% | 0.01% | 167 | +20,259 | 176.56% | Q4 2025 | Feb 18, 2026 |
| Segment Wealth Management, LLC | History | No change | 31,700 | 3,071 | 0.18% | 0.18% | 168 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 31,673 | 3,069 | 0.74% | 0.75% | 169 | -490 | -1.52% | Q4 2025 | Jan 29, 2026 |
| UNITED BANK | History | Added to | 30,801 | 2,984 | 0.39% | 0.34% | 170 | +924 | 3.09% | Q4 2025 | Feb 13, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 30,750 | 2,979 | 0.62% | 0.5% | 171 | +6,823 | 28.52% | Q4 2025 | Jan 22, 2026 |
| Sigma Planning Corp | History | Reduced | 30,504 | 2,955 | 0.08% | 0.09% | 172 | -754 | -2.41% | Q4 2025 | Jan 30, 2026 |
| MidFirst Bank | History | New | 30,468 | 2,951 | 0.24% | — | 173 | +30,468 | New | Q4 2025 | Feb 25, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 30,349 | 2,940 | 0.02% | 0.01% | 174 | +8,153 | 36.73% | Q4 2025 | Feb 11, 2026 |
| Stordahl Capital Management, Inc. | History | Added to | 29,436 | 2,851 | 0.59% | 0.58% | 175 | +385 | 1.33% | Q4 2025 | Jan 27, 2026 |
| Somerset Group LLC | History | Reduced | 28,225 | 2,848 | 2.15% | 2.16% | 176 | -194 | -0.68% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 28,930 | 2,802 | 0.04% | 0.03% | 177 | -747 | -2.52% | Q4 2025 | Feb 02, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 28,455 | 2,756 | 0.62% | 0.65% | 178 | -409 | -1.42% | Q4 2025 | Jan 12, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 27,725 | 2,685 | 1.49% | 2.02% | 179 | -727 | -2.56% | Q4 2025 | Feb 17, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | Added to | 27,663 | 2,679 | 3.15% | 3.11% | 180 | +492 | 1.81% | Q4 2025 | Feb 11, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 27,618 | 2,675 | 0.35% | — | 181 | +27,618 | New | Q4 2025 | Feb 04, 2026 |
| Alpine Bank Wealth Management | History | No change | 27,450 | 2,659 | 0.38% | 0.37% | 182 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| COMMERCE BANK | History | Reduced | 27,155 | 2,630 | 0.01% | 0.02% | 183 | -1,320 | -4.64% | Q4 2025 | Feb 13, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 26,886 | 2,604 | 1.39% | 1.39% | 184 | +1,689 | 6.7% | Q4 2025 | Feb 09, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 26,638 | 2,559 | 0.27% | 0.28% | 185 | -72 | -0.27% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | Reduced | 26,161 | 2,534 | 0.08% | 0.09% | 186 | -581 | -2.17% | Q4 2025 | Jan 14, 2026 |
| Perfromance Wealth Partners, LLC | History | Reduced | 26,061 | 2,524 | 0.07% | 0.07% | 187 | -1,423 | -5.18% | Q4 2025 | Jan 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 25,861 | 2,505 | 0.03% | 0.02% | 188 | +10,752 | 71.16% | Q4 2025 | Jan 29, 2026 |
| VANCE WEALTH, LLC | History | Added to | 25,748 | 2,494 | 0.74% | 0.74% | 189 | +799 | 3.2% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 25,341 | 2,455 | 0.0% | 0.0% | 190 | +1,905 | 8.13% | Q4 2025 | Feb 17, 2026 |
| Main Management LLC | History | Reduced | 25,214 | 2,443 | 0.18% | 0.21% | 191 | -4,493 | -15.12% | Q4 2025 | Feb 10, 2026 |
| Keenan, LLC | History | New | 25,017 | 2,423 | 2.13% | — | 192 | +25,017 | New | Q4 2025 | Mar 04, 2026 |
| CX Institutional | History | Added to | 24,925 | 2,415 | 0.07% | 0.07% | 193 | +609 | 2.5% | Q4 2025 | Feb 02, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 24,763 | 2,399 | 0.09% | 0.08% | 194 | -2,026 | -7.56% | Q4 2025 | Jan 30, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 23,865 | 2,312 | 0.1% | 0.1% | 195 | -62 | -0.26% | Q4 2025 | Feb 09, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 23,285 | 2,255 | 0.07% | 0.08% | 196 | -967 | -3.99% | Q4 2025 | Feb 03, 2026 |
| BESSEMER GROUP INC | History | No change | 23,240 | 2,251 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 23,131 | 2,240 | 0.02% | 0.02% | 198 | -22,513 | -49.32% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 22,899 | 2,218 | 0.04% | 0.03% | 199 | +3,902 | 20.54% | Q4 2025 | Jan 22, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 22,759 | 2,204 | 0.06% | 0.06% | 200 | -179 | -0.78% | Q4 2025 | Feb 03, 2026 |
| Foundation Wealth Management, LLC | History | Reduced | 22,699 | 2,201 | 1.45% | 1.41% | 201 | -363 | -1.57% | Q4 2025 | Jan 27, 2026 |
| POM Investment Strategies, LLC | History | Added to | 22,714 | 2,200 | 1.13% | 1.12% | 202 | +1,203 | 5.59% | Q4 2025 | Feb 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 22,586 | 2,188 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Codex Capital Asset Management L.L.C. | History | No change | 22,500 | 2,179 | 0.79% | 0.81% | 204 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 22,125 | 2,143 | 0.77% | 0.77% | 205 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Operose Advisors LLC | History | No change | 21,989 | 2,130 | 0.5% | 0.53% | 206 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Stenger Family Office, LLC | History | Reduced | 21,981 | 2,129 | 0.44% | 0.44% | 207 | -29 | -0.13% | Q4 2025 | Mar 04, 2026 |
| Corundum Trust Company, INC | History | No change | 21,744 | 2,106 | 4.79% | 4.52% | 208 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ALESCO ADVISORS LLC | History | No change | 21,652 | 2,097 | 0.05% | 0.06% | 209 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Added to | 21,177 | 2,051 | 0.89% | 0.97% | 210 | +7 | 0.03% | Q4 2025 | Feb 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 21,040 | 2,038 | 0.01% | 0.01% | 211 | -1,386 | -6.18% | Q4 2025 | Feb 17, 2026 |
| Davis Investment Partners, LLC | History | No change | 20,650 | 2,031 | 0.71% | 0.68% | 212 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 20,926 | 2,027 | 1.12% | 0.98% | 213 | +3,489 | 20.01% | Q4 2025 | Jan 30, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 20,489 | 1,985 | 0.05% | 0.05% | 214 | +1,167 | 6.04% | Q4 2025 | Feb 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 20,161 | 1,953 | 0.0% | 0.0% | 216 | +11,624 | 136.16% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 20,162 | 1,953 | 0.03% | 0.03% | 215 | +348 | 1.76% | Q4 2025 | Feb 17, 2026 |
| Darrow Company, Inc. | History | Added to | 20,080 | 1,945 | 0.87% | 0.88% | 217 | +1 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 19,960 | 1,933 | 0.75% | 0.73% | 218 | -35 | -0.18% | Q4 2025 | Feb 13, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 19,897 | 1,927 | 0.03% | 0.01% | 219 | +12,054 | 153.69% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 19,748 | 1,913 | 0.03% | 0.04% | 220 | +2 | 0.01% | Q4 2025 | Feb 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 19,700 | 1,909 | 0.0% | 0.0% | 221 | +7,225 | 57.92% | Q4 2025 | Feb 17, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 19,617 | 1,900 | 0.05% | 0.06% | 222 | -1,660 | -7.8% | Q4 2025 | Feb 05, 2026 |
| WHITTIER TRUST CO | History | No change | 18,700 | 1,896 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Added to | 19,555 | 1,894 | 0.01% | 0.01% | 224 | +393 | 2.05% | Q4 2025 | Feb 18, 2026 |
| C2C Wealth Management, LLC | History | Reduced | 19,435 | 1,882 | 1.59% | 1.6% | 225 | -40 | -0.21% | Q4 2025 | Jan 21, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 19,341 | 1,873 | 0.0% | 0.0% | 226 | -2,182 | -10.14% | Q4 2025 | Feb 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 19,026 | 1,863 | 0.0% | 0.0% | 227 | -510 | -2.61% | Q4 2025 | Jan 27, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 18,870 | 1,832 | 0.14% | 0.17% | 229 | +10 | 0.05% | Q4 2025 | Feb 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 18,917 | 1,832 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 18,625 | 1,804 | 0.03% | 0.03% | 230 | +819 | 4.6% | Q4 2025 | Feb 03, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 18,421 | 1,784 | 0.4% | 0.39% | 231 | +594 | 3.33% | Q4 2025 | Feb 05, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 18,398 | 1,782 | 0.06% | 0.07% | 232 | +48 | 0.26% | Q4 2025 | Feb 04, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 17,901 | 1,734 | 0.29% | 0.3% | 233 | +87 | 0.49% | Q4 2025 | Feb 10, 2026 |
| Columbia Bank | History | Reduced | 17,870 | 1,731 | 0.48% | 0.48% | 234 | -84 | -0.47% | Q4 2025 | Feb 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 17,595 | 1,704 | 0.03% | 0.03% | 235 | -235 | -1.32% | Q4 2025 | Jan 28, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 17,587 | 1,703 | 0.09% | 0.1% | 236 | -1,518 | -7.95% | Q4 2025 | Mar 04, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 17,053 | 1,652 | 0.47% | 0.5% | 237 | -206 | -1.19% | Q4 2025 | Feb 02, 2026 |
| Allegheny Financial Group | History | Added to | 17,051 | 1,651 | 0.24% | 0.31% | 238 | +6 | 0.04% | Q4 2025 | Feb 02, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 16,933 | 1,640 | 0.12% | 0.12% | 239 | +1,248 | 7.96% | Q4 2025 | Jan 16, 2026 |
| TRUST CO OF VERMONT | History | No change | 16,864 | 1,633 | 0.07% | 0.07% | 240 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 16,802 | 1,627 | 0.12% | 0.06% | 241 | +9,499 | 130.07% | Q4 2025 | Jan 07, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 16,582 | 1,606 | 0.14% | 0.14% | 242 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 16,511 | 1,599 | 1.39% | — | 243 | +16,511 | New | Q4 2025 | Feb 10, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 16,242 | 1,573 | 0.82% | 0.83% | 244 | -264 | -1.6% | Q4 2025 | Feb 10, 2026 |
| Atria Investments, Inc | History | Added to | 16,189 | 1,568 | 0.02% | 0.02% | 245 | +320 | 2.02% | Q4 2025 | Feb 05, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 15,733 | 1,524 | 0.04% | 0.05% | 246 | -2,899 | -15.56% | Q4 2025 | Feb 05, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 15,719 | 1,522 | 0.12% | 0.13% | 247 | -303 | -1.89% | Q4 2025 | Feb 04, 2026 |
| BlackRock, Inc. | History | Added to | 15,655 | 1,516 | 0.0% | 0.0% | 248 | +6,665 | 74.14% | Q4 2025 | Feb 12, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | New | 15,632 | 1,514 | 0.47% | — | 249 | +15,632 | New | Q4 2025 | Jan 08, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 15,540 | 1,505 | 0.09% | 0.09% | 250 | -369 | -2.32% | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 15,525 | 1,504 | 0.02% | 0.02% | 251 | -3,760 | -19.5% | Q4 2025 | Jan 20, 2026 |
| River Wealth Advisors LLC | History | Reduced | 15,452 | 1,496 | 0.17% | 0.2% | 252 | -2,137 | -12.15% | Q4 2025 | Feb 13, 2026 |
| Slow Capital, Inc. | History | Reduced | 15,320 | 1,484 | 0.18% | 0.18% | 253 | -638 | -4.0% | Q4 2025 | Jan 26, 2026 |
| TAGStone Capital, Inc. | History | Added to | 15,121 | 1,464 | 0.55% | 0.57% | 254 | +32 | 0.21% | Q4 2025 | Feb 10, 2026 |
| Finley Financial, LLC | History | No change | 15,037 | 1,456 | 0.67% | 0.67% | 255 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FULTON BANK, N.A. | History | Added to | 15,013 | 1,454 | 0.05% | 0.05% | 256 | +150 | 1.01% | Q4 2025 | Jan 08, 2026 |
| Kozak & Associates, Inc. | History | Added to | 14,290 | 1,448 | 0.28% | 0.26% | 257 | +30 | 0.21% | Q4 2025 | Jan 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 14,857 | 1,439 | 0.02% | 0.02% | 258 | +269 | 1.84% | Q4 2025 | Feb 09, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 14,511 | 1,405 | 0.09% | 0.09% | 259 | +9 | 0.06% | Q4 2025 | Feb 12, 2026 |
| VICUS CAPITAL | History | Added to | 14,424 | 1,397 | 0.1% | 0.1% | 260 | +175 | 1.23% | Q4 2025 | Jan 22, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 14,031 | 1,359 | 0.24% | 0.25% | 261 | -469 | -3.23% | Q4 2025 | Feb 02, 2026 |
| GLENMEDE TRUST CO NA | History | New | 13,825 | 1,339 | 0.01% | — | 262 | +13,825 | New | Q4 2025 | Feb 17, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 13,800 | 1,336 | 0.05% | 0.05% | 263 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CITY HOLDING CO | History | Added to | 13,646 | 1,322 | 0.16% | 0.16% | 264 | +300 | 2.25% | Q4 2025 | Jan 22, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 13,617 | 1,319 | 0.09% | 0.09% | 265 | +230 | 1.72% | Q4 2025 | Jan 16, 2026 |
| Pallas Capital Advisors LLC | History | No change | 13,609 | 1,318 | 0.04% | 0.05% | 266 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 13,553 | 1,313 | 0.0% | 0.0% | 267 | -2,444 | -15.28% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 13,553 | 1,313 | 0.14% | 0.15% | 268 | -47 | -0.35% | Q4 2025 | Feb 10, 2026 |
| Watchman Group, Inc. | History | Reduced | 13,552 | 1,312 | 0.31% | 0.33% | 269 | -545 | -3.87% | Q4 2025 | Feb 06, 2026 |
| Argent Advisors, Inc. | History | Reduced | 13,484 | 1,306 | 0.36% | 0.38% | 270 | -9 | -0.07% | Q4 2025 | Feb 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 13,369 | 1,295 | 0.03% | 0.03% | 271 | -150 | -1.11% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 13,312 | 1,289 | 0.01% | — | 272 | +13,312 | New | Q4 2025 | Feb 05, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 13,200 | 1,278 | 1.85% | 2.17% | 273 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Royal Fund Management, LLC | History | Added to | 13,134 | 1,274 | 0.12% | 0.07% | 274 | +7,127 | 118.64% | Q4 2025 | Jan 15, 2026 |
| FIRST HORIZON CORP | History | Reduced | 12,821 | 1,242 | 0.06% | 0.06% | 275 | -227 | -1.74% | Q4 2025 | Jan 27, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 12,749 | 1,235 | 0.03% | 0.03% | 276 | +536 | 4.39% | Q4 2025 | Feb 18, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 12,738 | 1,234 | 0.02% | 0.02% | 277 | +53 | 0.42% | Q4 2025 | Feb 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 12,682 | 1,228 | 0.03% | 0.03% | 278 | -1,220 | -8.78% | Q4 2025 | Jan 07, 2026 |
| Moors & Cabot, Inc. | History | Added to | 12,652 | 1,225 | 0.05% | 0.05% | 279 | +372 | 3.03% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 12,217 | 1,183 | 0.01% | 0.01% | 280 | +3,993 | 48.55% | Q4 2025 | Feb 11, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 11,997 | 1,175 | 0.03% | — | 281 | +11,997 | New | Q4 2025 | Feb 13, 2026 |
| Embree Financial Group | History | Added to | 12,090 | 1,171 | 0.14% | 0.16% | 282 | +10 | 0.08% | Q4 2025 | Jan 14, 2026 |
| Thayer Partners, LLC / MA | History | New | 12,016 | 1,164 | 0.57% | — | 283 | +12,016 | New | Q4 2025 | Feb 05, 2026 |
| BROWN ADVISORY INC | History | Added to | 11,879 | 1,150 | 0.0% | 0.0% | 284 | +199 | 1.7% | Q4 2025 | Feb 13, 2026 |
| Ruggaard & Associates LLC | History | Reduced | 11,839 | 1,146 | 0.45% | 0.44% | 285 | -543 | -4.39% | Q4 2025 | Feb 20, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 11,821 | 1,145 | 0.04% | 0.04% | 286 | -22 | -0.19% | Q4 2025 | Feb 13, 2026 |
| AMG National Trust Bank | History | Reduced | 11,792 | 1,142 | 0.03% | 0.03% | 287 | -579 | -4.68% | Q4 2025 | Jan 30, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 11,778 | 1,141 | 0.04% | 0.05% | 288 | -2,142 | -15.39% | Q4 2025 | Jan 12, 2026 |
| Summit Financial, LLC | History | Added to | 11,732 | 1,136 | 0.02% | 0.02% | 289 | +9 | 0.08% | Q4 2025 | Feb 13, 2026 |
| Fiduciary Alliance LLC | History | Added to | 11,703 | 1,133 | 0.07% | 0.08% | 290 | +8 | 0.07% | Q4 2025 | Jan 22, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 11,644 | 1,128 | 0.06% | 0.11% | 291 | +4 | 0.03% | Q4 2025 | Jan 29, 2026 |
| Fortitude Family Office, LLC | History | Added to | 11,615 | 1,125 | 0.26% | 0.29% | 292 | +175 | 1.53% | Q4 2025 | Jan 15, 2026 |
| Stratos Investment Management, LLC | History | Added to | 11,471 | 1,111 | 0.04% | 0.05% | 293 | +17 | 0.15% | Q4 2025 | Jan 20, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 11,255 | 1,090 | 0.03% | 0.03% | 294 | -441 | -3.77% | Q4 2025 | Jan 23, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 11,223 | 1,087 | 0.01% | 0.01% | 295 | -247 | -2.15% | Q4 2025 | Feb 05, 2026 |
| Marietta Wealth Management, LLC | History | Reduced | 11,220 | 1,086 | 0.13% | 0.13% | 296 | -32 | -0.28% | Q4 2025 | Jan 28, 2026 |
| VANGUARD GROUP INC | History | Added to | 11,209 | 1,085 | 0.0% | 0.0% | 297 | +63 | 0.57% | Q4 2025 | Jan 29, 2026 |
| Bangor Savings Bank | History | No change | 11,168 | 1,081 | 0.09% | 0.09% | 298 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Western Wealth Management, LLC | History | Added to | 11,097 | 1,075 | 0.05% | 0.05% | 299 | +394 | 3.68% | Q4 2025 | Feb 05, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 11,074 | 1,072 | 0.14% | 0.15% | 300 | +1 | 0.01% | Q4 2025 | Jan 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 11,044 | 1,069 | 0.07% | 0.09% | 301 | -1,023 | -8.48% | Q4 2025 | Feb 03, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | New | 11,001 | 1,065 | 0.66% | — | 302 | +11,001 | New | Q4 2025 | Feb 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 10,941 | 1,059 | 0.02% | — | 303 | +10,941 | New | Q4 2025 | Feb 17, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 10,848 | 1,050 | 0.15% | 0.14% | 304 | -245 | -2.21% | Q4 2025 | Feb 10, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 10,812 | 1,047 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PKS Advisory Services, LLC | History | Added to | 10,753 | 1,041 | 0.24% | 0.21% | 306 | +308 | 2.95% | Q4 2025 | Feb 02, 2026 |
| Front Row Advisors LLC | History | Reduced | 10,686 | 1,035 | 0.35% | 0.36% | 307 | -400 | -3.61% | Q4 2025 | Feb 12, 2026 |
| BANK OF STOCKTON | History | Reduced | 10,655 | 1,032 | 0.3% | 0.33% | 308 | -1,310 | -10.95% | Q4 2025 | Jan 21, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 10,644 | 1,031 | 0.25% | 0.25% | 309 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Merit Financial Group, LLC | History | Reduced | 10,639 | 1,030 | 0.01% | 0.01% | 310 | -111 | -1.03% | Q4 2025 | Jan 26, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 10,585 | 1,025 | 0.02% | 0.03% | 311 | -1,018 | -8.77% | Q4 2025 | Feb 05, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 10,589 | 1,025 | 0.12% | 0.12% | 312 | +125 | 1.19% | Q4 2025 | Feb 12, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 10,505 | 1,017 | 0.05% | 0.05% | 313 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 10,449 | 1,012 | 0.05% | 0.06% | 314 | -208 | -1.95% | Q4 2025 | Jan 26, 2026 |
| Capital Analysts, LLC | History | Reduced | 10,369 | 1,005 | 0.03% | 0.03% | 315 | -493 | -4.54% | Q4 2025 | Feb 11, 2026 |
| Patten Group, Inc. | History | Reduced | 10,343 | 1,002 | 0.19% | 0.26% | 316 | -3,374 | -24.6% | Q4 2025 | Jan 23, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 10,275 | 995 | 0.32% | 0.2% | 317 | +4,443 | 76.18% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 10,233 | 991 | 0.01% | 0.01% | 318 | -16 | -0.16% | Q4 2025 | Feb 13, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 10,055 | 989 | 0.2% | 0.2% | 319 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Park Place Capital Corp | History | Reduced | 10,187 | 986 | 0.21% | 0.26% | 320 | -2,632 | -20.53% | Q4 2025 | Jan 09, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 10,158 | 984 | 0.03% | 0.03% | 321 | -155 | -1.5% | Q4 2025 | Feb 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 10,161 | 984 | 0.0% | 0.0% | 322 | +28 | 0.28% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 9,495 | 975 | 0.02% | 0.02% | 323 | +48 | 0.51% | Q4 2025 | Jan 28, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 10,059 | 974 | 0.09% | 0.09% | 324 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 10,015 | 970 | 0.01% | 0.01% | 325 | -919 | -8.4% | Q4 2025 | Jan 21, 2026 |
| Fairscale Capital, LLC | History | Added to | 9,981 | 966 | 0.64% | 0.57% | 327 | +1,256 | 14.4% | Q4 2025 | Feb 17, 2026 |
| Ballentine Partners, LLC | History | Reduced | 9,976 | 966 | 0.01% | 0.01% | 326 | -284 | -2.77% | Q4 2025 | Feb 03, 2026 |
| Mutual Advisors, LLC | History | Added to | 9,952 | 964 | 0.02% | 0.01% | 328 | +5,585 | 127.89% | Q4 2025 | Feb 02, 2026 |
| Breakwater Capital Group | History | Reduced | 9,879 | 957 | 0.13% | 0.16% | 329 | -1,606 | -13.98% | Q4 2025 | Jan 09, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 9,837 | 953 | 0.06% | 0.03% | 330 | +4,208 | 74.76% | Q4 2025 | Feb 05, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 9,788 | 948 | 0.0% | 0.0% | 331 | -108 | -1.09% | Q4 2025 | Feb 11, 2026 |
| WealthShield Partners, LLC | History | Added to | 9,762 | 945 | 0.1% | 0.11% | 332 | +2 | 0.02% | Q4 2025 | Feb 03, 2026 |
| Atlas Brown,Inc. | History | Reduced | 9,697 | 939 | 0.28% | 0.27% | 333 | -6 | -0.06% | Q4 2025 | Jan 09, 2026 |
| Tannin Capital LLC | History | New | 9,689 | 938 | 0.84% | — | 334 | +9,689 | New | Q4 2025 | Feb 17, 2026 |
| Cadence Bank | History | Reduced | 9,586 | 928 | 0.05% | 0.06% | 335 | -244 | -2.48% | Q4 2025 | Jan 30, 2026 |
| Cordoba Advisory Partners LLC | History | New | 9,559 | 926 | 0.23% | — | 336 | +9,559 | New | Q4 2025 | Feb 13, 2026 |
| RKL Wealth Management LLC | History | Reduced | 9,486 | 918 | 0.08% | 0.09% | 337 | -995 | -9.49% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 9,456 | 916 | 0.02% | 0.01% | 338 | +2,090 | 28.37% | Q4 2025 | Feb 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 9,450 | 915 | 0.08% | 0.08% | 339 | -380 | -3.87% | Q4 2025 | Jan 26, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 9,311 | 902 | 0.01% | 0.01% | 340 | -255 | -2.67% | Q4 2025 | Jan 21, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 9,276 | 898 | 0.1% | 0.1% | 341 | -389 | -4.02% | Q4 2025 | Feb 06, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 9,249 | 896 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Venture Visionary Partners LLC | History | No change | 9,252 | 896 | 0.03% | 0.03% | 343 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 9,175 | 888 | 0.05% | 0.05% | 344 | +203 | 2.26% | Q4 2025 | Jan 20, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 9,137 | 885 | 0.01% | 0.01% | 345 | +238 | 2.67% | Q4 2025 | Feb 02, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 9,104 | 881 | 0.0% | — | 346 | +9,104 | New | Q4 2025 | Feb 17, 2026 |
| Financial Alternatives, Inc | History | No change | 9,084 | 880 | 0.51% | 0.53% | 347 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Oakworth Capital, Inc. | History | No change | 9,040 | 875 | 0.05% | 0.05% | 348 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 8,890 | 874 | 0.0% | 0.0% | 349 | +4,533 | 104.04% | Q4 2025 | Jan 15, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 9,020 | 873 | 0.02% | 0.02% | 350 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 8,972 | 869 | 0.03% | 0.03% | 351 | -7 | -0.08% | Q4 2025 | Jan 06, 2026 |
| Truepoint, Inc. | History | Added to | 8,927 | 864 | 0.02% | 0.02% | 352 | +4 | 0.04% | Q4 2025 | Feb 11, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 8,870 | 859 | 0.09% | 0.09% | 353 | -50 | -0.56% | Q4 2025 | Jan 20, 2026 |
| Veratis Advisors, Inc. | History | New | 8,190 | 856 | 0.68% | — | 354 | +8,190 | New | Q4 2025 | Feb 18, 2026 |
| Topsail Wealth Management, LLC | History | No change | 8,691 | 841 | 0.12% | 0.14% | 355 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 8,583 | 831 | 0.21% | 0.21% | 356 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 8,560 | 829 | 0.38% | — | 357 | +8,560 | New | Q4 2025 | Feb 17, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 8,414 | 815 | 0.07% | 0.07% | 358 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| DSG Capital Advisors, LLC | History | New | 7,852 | 813 | 0.12% | — | 360 | +7,852 | New | Q4 2025 | Jan 27, 2026 |
| Renasant Bank | History | Reduced | 8,393 | 813 | 0.55% | 0.64% | 359 | -2,185 | -20.66% | Q4 2025 | Jan 30, 2026 |
| WELCH & FORBES LLC | History | Reduced | 8,373 | 811 | 0.01% | 0.01% | 361 | -30 | -0.36% | Q4 2025 | Feb 10, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 8,332 | 807 | 0.0% | 0.0% | 362 | +1,468 | 21.39% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 8,325 | 806 | 0.03% | 0.03% | 363 | -750 | -8.26% | Q4 2025 | Feb 17, 2026 |
| Tudor Financial Inc. | History | Reduced | 8,302 | 804 | 0.41% | 0.43% | 364 | -170 | -2.01% | Q4 2025 | Feb 13, 2026 |
| Wagner Wealth Management, LLC | History | New | 8,264 | 800 | 0.17% | — | 365 | +8,264 | New | Q4 2025 | Jan 30, 2026 |
| IFP Advisors, Inc | History | Added to | 8,101 | 784 | 0.02% | 0.02% | 366 | +1,435 | 21.53% | Q4 2025 | Feb 06, 2026 |
| Compton Wealth Advisory Group, LLC | History | No change | 8,099 | 784 | 0.17% | 0.18% | 367 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 8,010 | 776 | 0.01% | 0.01% | 368 | -205 | -2.5% | Q4 2025 | Feb 10, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 8,016 | 776 | 0.33% | 0.33% | 369 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Montecito Bank & Trust | History | No change | 7,962 | 771 | 0.12% | 0.12% | 370 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| CHOREO, LLC | History | Added to | 7,854 | 769 | 0.01% | 0.01% | 371 | +8 | 0.1% | Q4 2025 | Jan 23, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 7,866 | 762 | 0.07% | 0.07% | 372 | -50 | -0.63% | Q4 2025 | Feb 11, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | No change | 7,833 | 758 | 0.12% | 0.12% | 373 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Milestones Private Investment Advisors LLC | History | No change | 7,811 | 756 | 0.52% | 0.51% | 374 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Glenview Trust Co | History | Added to | 7,780 | 753 | 0.01% | 0.01% | 375 | +586 | 8.15% | Q4 2025 | Feb 09, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 7,689 | 744 | 0.06% | 0.06% | 376 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 7,660 | 742 | 0.17% | 0.18% | 377 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RFG Advisory, LLC | History | Added to | 7,653 | 741 | 0.01% | 0.02% | 378 | +54 | 0.71% | Q4 2025 | Feb 03, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 7,596 | 735 | 0.1% | 0.11% | 379 | +16 | 0.21% | Q4 2025 | Jan 09, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 7,584 | 734 | 0.01% | 0.02% | 380 | -501 | -6.2% | Q4 2025 | Jan 16, 2026 |
| Allen Investment Management, LLC | History | No change | 7,556 | 732 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DAVIDSON TRUST CO | History | Added to | 7,554 | 731 | 0.3% | 0.28% | 382 | +436 | 6.13% | Q4 2025 | Jan 27, 2026 |
| Hyundai Investments Co., Ltd. | History | New | 7,461 | 730 | 0.71% | — | 383 | +7,461 | New | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | Added to | 7,499 | 726 | 0.03% | 0.02% | 385 | +397 | 5.59% | Q4 2025 | Jan 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 7,164 | 726 | 0.02% | 0.01% | 384 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 7,462 | 722 | 0.01% | 0.01% | 386 | +82 | 1.11% | Q4 2025 | Feb 06, 2026 |
| United Community Bank | History | No change | 7,402 | 717 | 0.27% | 0.22% | 387 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SouthState Bank Corp | History | Reduced | 7,388 | 715 | 0.03% | 0.04% | 388 | -605 | -7.57% | Q4 2025 | Feb 11, 2026 |
| PFG Advisors | History | Reduced | 7,331 | 710 | 0.03% | 0.09% | 389 | -15,000 | -67.17% | Q4 2025 | Jan 27, 2026 |
| ProVise Management Group, LLC | History | No change | 7,321 | 709 | 0.05% | 0.05% | 390 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 7,290 | 706 | 0.05% | 0.06% | 391 | -778 | -9.64% | Q4 2025 | Jan 09, 2026 |
| Busey Bank | History | Reduced | 7,265 | 703 | 0.02% | 0.02% | 392 | -21 | -0.29% | Q4 2025 | Jan 27, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 7,225 | 699 | 0.28% | 0.28% | 393 | +10 | 0.14% | Q4 2025 | Jan 20, 2026 |
| AWM CAPITAL, LLC | History | No change | 7,224 | 699 | 0.06% | 0.06% | 394 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | New | 7,208 | 698 | 0.51% | — | 395 | +7,208 | New | Q4 2025 | Mar 04, 2026 |
| Corundum Group, Inc. | History | Added to | 7,200 | 697 | 0.23% | 0.28% | 396 | +200 | 2.86% | Q4 2025 | Jan 12, 2026 |
| Hickory Point Bank & Trust | History | No change | 7,181 | 695 | 0.5% | 0.51% | 397 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 7,165 | 694 | 0.02% | 0.02% | 398 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| River Street Advisors LLC | History | No change | 7,090 | 686 | 0.26% | 0.26% | 399 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 7,056 | 683 | 0.02% | 0.02% | 400 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Texas Bank & Trust Co | History | Reduced | 6,969 | 675 | 0.25% | 0.26% | 401 | -150 | -2.11% | Q4 2025 | Feb 06, 2026 |
| Prosperity Planning, Inc. | History | Added to | 6,944 | 672 | 0.18% | 0.18% | 402 | +28 | 0.4% | Q4 2025 | Jan 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 6,917 | 670 | 0.05% | 0.05% | 403 | -4 | -0.06% | Q4 2025 | Jan 08, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 6,372 | 669 | 0.41% | 0.4% | 405 | -89 | -1.38% | Q4 2025 | Feb 11, 2026 |
| GREAT LAKES ADVISORS, LLC | History | No change | 6,907 | 669 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FineMark National Bank & Trust | History | No change | 6,795 | 658 | 0.02% | 0.02% | 406 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ALERUS FINANCIAL NA | History | No change | 6,790 | 657 | 0.03% | 0.03% | 407 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 6,762 | 655 | 0.32% | 0.31% | 408 | +100 | 1.5% | Q4 2025 | Feb 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 6,716 | 650 | 0.0% | 0.0% | 409 | +681 | 11.28% | Q4 2025 | Feb 17, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 6,706 | 649 | 0.06% | 0.07% | 410 | -131 | -1.92% | Q4 2025 | Jan 23, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 6,675 | 646 | 0.02% | 0.05% | 411 | -8,325 | -55.5% | Q4 2025 | Feb 13, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 6,631 | 642 | 0.04% | 0.05% | 412 | +1 | 0.02% | Q4 2025 | Jan 07, 2026 |
| Bonfire Financial | History | Added to | 6,618 | 641 | 0.48% | 0.49% | 413 | +1 | 0.02% | Q4 2025 | Jan 27, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 6,609 | 640 | 0.38% | 0.38% | 414 | -4 | -0.06% | Q4 2025 | Jan 13, 2026 |
| HMS Capital Management, LLC | History | Added to | 6,582 | 637 | 0.26% | 0.15% | 416 | +2,809 | 74.45% | Q4 2025 | Jan 16, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 6,579 | 637 | 0.01% | 0.01% | 417 | -943 | -12.54% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 6,570 | 637 | 0.01% | 0.01% | 415 | -513 | -7.24% | Q4 2025 | Jan 05, 2026 |
| Veracity Capital LLC | History | Reduced | 6,524 | 632 | 0.19% | 0.2% | 418 | -47 | -0.72% | Q4 2025 | Jan 29, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | New | 6,522 | 631 | 0.0% | — | 419 | +6,522 | New | Q4 2025 | Jan 22, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 6,473 | 627 | 0.0% | 0.0% | 420 | +3,306 | 104.39% | Q4 2025 | Feb 13, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 6,471 | 626 | 0.24% | 0.27% | 421 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Smith & Howard Wealth Management, LLC | History | Reduced | 6,442 | 624 | 0.14% | 0.14% | 423 | -68 | -1.04% | Q4 2025 | Feb 03, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 6,449 | 624 | 0.01% | 0.01% | 422 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 6,440 | 623 | 0.04% | — | 424 | +6,440 | New | Q4 2025 | Feb 12, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 6,409 | 620 | 0.08% | 0.09% | 425 | -139 | -2.12% | Q4 2025 | Feb 13, 2026 |
| Legacy Private Trust Co. | History | Reduced | 6,374 | 617 | 0.04% | 0.04% | 427 | -22 | -0.34% | Q4 2025 | Jan 08, 2026 |
| WASHINGTON TRUST BANK | History | No change | 6,371 | 617 | 0.04% | 0.04% | 426 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Keel Point, LLC | History | Added to | 6,365 | 616 | 0.04% | 0.04% | 428 | +4 | 0.06% | Q4 2025 | Feb 12, 2026 |
| MATHER GROUP, LLC. | History | Added to | 6,352 | 615 | 0.01% | 0.01% | 429 | +51 | 0.81% | Q4 2025 | Jan 13, 2026 |
| MSH Capital Advisors LLC | History | No change | 6,340 | 614 | 0.13% | 0.16% | 430 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 6,326 | 612 | 0.01% | 0.01% | 431 | -174 | -2.68% | Q4 2025 | Feb 12, 2026 |
| Signature Wealth Management Partners, LLC | History | No change | 6,300 | 610 | 0.3% | 0.32% | 432 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Palisade Asset Management, LLC | History | No change | 6,257 | 606 | 0.06% | 0.06% | 433 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 6,254 | 605 | 0.03% | 0.01% | 434 | +3,580 | 133.88% | Q4 2025 | Jan 28, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Added to | 6,179 | 598 | 0.23% | 0.24% | 435 | +109 | 1.8% | Q4 2025 | Jan 27, 2026 |
| August Group Capital Ltd | History | New | 6,166 | 597 | 0.66% | — | 436 | +6,166 | New | Q4 2025 | Feb 12, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | New | 6,143 | 595 | 0.0% | — | 437 | +6,143 | New | Q4 2025 | Feb 05, 2026 |
| Waldron Private Wealth LLC | History | No change | 6,134 | 594 | 0.02% | 0.02% | 438 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 6,130 | 593 | 0.01% | 0.02% | 439 | -7,075 | -53.58% | Q4 2025 | Feb 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 6,073 | 588 | 0.01% | 0.01% | 440 | +28 | 0.46% | Q4 2025 | Feb 05, 2026 |
| Greenspring Advisors, LLC | History | New | 6,046 | 585 | 0.04% | — | 441 | +6,046 | New | Q4 2025 | Feb 10, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 6,000 | 581 | 0.17% | 0.17% | 442 | +2 | 0.03% | Q4 2025 | Feb 05, 2026 |
| Key FInancial Inc | History | Reduced | 5,979 | 579 | 0.11% | 0.12% | 443 | -638 | -9.64% | Q4 2025 | Feb 09, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 5,929 | 574 | 0.27% | 0.28% | 444 | -90 | -1.5% | Q4 2025 | Feb 06, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 5,904 | 571 | 0.05% | 0.06% | 445 | +4 | 0.07% | Q4 2025 | Jan 30, 2026 |
| IFG Advisors, LLC | History | Added to | 5,883 | 569 | 0.09% | 0.09% | 446 | +1 | 0.02% | Q4 2025 | Jan 13, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | No change | 5,860 | 567 | 0.45% | 0.45% | 447 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Destiny Capital Corp/CO | History | Added to | 5,834 | 565 | 0.29% | 0.18% | 448 | +2,292 | 64.71% | Q4 2025 | Jan 23, 2026 |
| OneAscent Family Office, LLC | History | Reduced | 5,753 | 557 | 0.38% | 0.85% | 450 | -5,108 | -47.03% | Q4 2025 | Feb 11, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 5,757 | 557 | 0.17% | 0.18% | 449 | -82 | -1.4% | Q4 2025 | Jan 26, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 5,640 | 546 | 0.12% | — | 451 | +5,640 | New | Q4 2025 | Feb 18, 2026 |
| Sunpointe, LLC | History | Added to | 5,613 | 543 | 0.18% | 0.19% | 452 | +169 | 3.1% | Q4 2025 | Jan 23, 2026 |
| Hilltop Holdings Inc. | History | No change | 5,550 | 537 | 0.03% | 0.03% | 453 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Geometric Wealth Advisors | History | No change | 5,537 | 536 | 0.07% | 0.07% | 454 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Resonant Capital Advisors, LLC | History | New | 5,500 | 532 | 0.03% | — | 456 | +5,500 | New | Q4 2025 | Jan 29, 2026 |
| HBK Sorce Advisory LLC | History | No change | 5,083 | 532 | 0.01% | 0.01% | 455 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 5,483 | 531 | 0.08% | 0.09% | 457 | -756 | -12.12% | Q4 2025 | Jan 23, 2026 |
| CRA Financial Services, LLC | History | No change | 5,414 | 524 | 0.07% | 0.07% | 458 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Reduced | 5,083 | 523 | 0.0% | 0.0% | 460 | -105 | -2.02% | Q4 2025 | Jan 28, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 5,406 | 523 | 0.26% | 0.26% | 459 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| 21 West Wealth Management LLC | History | No change | 5,404 | 523 | 0.48% | 0.49% | 461 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| 626 Financial, LLC | History | No change | 5,380 | 521 | 0.22% | 0.23% | 462 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 5,370 | 520 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 5,367 | 519 | 0.01% | 0.01% | 464 | -55 | -1.01% | Q4 2025 | Jan 07, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 5,310 | 514 | 0.01% | 0.01% | 466 | -1 | -0.02% | Q4 2025 | Jan 13, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 5,314 | 514 | 0.03% | 0.03% | 465 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Pure Financial Advisors, LLC | History | No change | 5,293 | 512 | 0.09% | 0.01% | 467 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| Dentgroup LLC | History | No change | 5,294 | 512 | 0.35% | 0.33% | 468 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Montis Financial, LLC | History | Added to | 5,246 | 508 | 0.1% | 0.12% | 469 | +19 | 0.36% | Q4 2025 | Feb 11, 2026 |
| Sowell Financial Services LLC | History | Added to | 5,236 | 507 | 0.02% | 0.02% | 470 | +344 | 7.03% | Q4 2025 | Jan 21, 2026 |
| Harbour Trust & Investment Management Co | History | Reduced | 5,208 | 504 | 0.05% | 0.06% | 471 | -375 | -6.72% | Q4 2025 | Jan 28, 2026 |
| Mattern Wealth Management LLC | History | No change | 5,161 | 499 | 0.1% | 0.1% | 472 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 5,120 | 496 | 0.03% | 0.03% | 473 | +1,640 | 47.13% | Q4 2025 | Feb 09, 2026 |
| KLCM Advisors, Inc. | History | New | 5,104 | 494 | 0.04% | — | 474 | +5,104 | New | Q4 2025 | Feb 04, 2026 |
| AE Wealth Management LLC | History | Added to | 5,060 | 490 | 0.0% | 0.0% | 475 | +826 | 19.51% | Q4 2025 | Jan 26, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 5,051 | 489 | 0.05% | 0.06% | 476 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 5,039 | 488 | 0.02% | 0.02% | 477 | -205 | -3.91% | Q4 2025 | Feb 17, 2026 |
| Haverford Trust Co | History | No change | 4,976 | 482 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 4,903 | 482 | 0.12% | 0.12% | 479 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 4,973 | 481 | 0.0% | — | 480 | +4,973 | New | Q4 2025 | Feb 13, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | No change | 4,901 | 474 | 0.28% | 0.27% | 481 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 4,883 | 473 | 0.3% | 0.31% | 482 | +144 | 3.04% | Q4 2025 | Feb 10, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 4,858 | 470 | 0.04% | 0.04% | 483 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Betterment LLC | History | Reduced | 4,845 | 469 | 0.0% | 0.0% | 484 | -920 | -15.96% | Q4 2025 | Feb 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 4,839 | 468 | 0.02% | 0.03% | 485 | -101 | -2.04% | Q4 2025 | Jan 28, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | No change | 4,838 | 468 | 0.37% | 0.38% | 486 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 4,826 | 467 | 0.01% | 0.02% | 487 | -582 | -10.76% | Q4 2025 | Feb 02, 2026 |
| Jacobi Capital Management LLC | History | No change | 4,811 | 466 | 0.03% | 0.03% | 488 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | New | 4,809 | 465 | 0.0% | — | 489 | +4,809 | New | Q4 2025 | Feb 13, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 4,800 | 464 | 0.02% | 0.02% | 490 | +4 | 0.08% | Q4 2025 | Feb 03, 2026 |
| Clarity Financial LLC | History | No change | 4,784 | 463 | 0.04% | 0.05% | 491 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 4,773 | 462 | 0.16% | 0.18% | 492 | +4 | 0.08% | Q4 2025 | Feb 13, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 4,721 | 457 | 0.06% | 0.06% | 493 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Biltmore Family Office, LLC | History | No change | 4,674 | 452 | 0.06% | 0.06% | 494 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| EFG International AG | History | New | 4,640 | 449 | 0.01% | — | 496 | +4,640 | New | Q4 2025 | Feb 17, 2026 |
| Friday Financial | History | No change | 4,638 | 449 | 0.16% | 0.19% | 495 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 4,633 | 448 | 0.24% | 0.29% | 497 | -721 | -13.47% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,580 | 443 | 0.01% | 0.01% | 498 | +153 | 3.46% | Q4 2025 | Feb 09, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 4,571 | 442 | 0.13% | 0.13% | 499 | +5 | 0.11% | Q4 2025 | Feb 05, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 4,524 | 438 | 0.03% | 0.03% | 500 | +620 | 15.88% | Q4 2025 | Feb 09, 2026 |
| Belpointe Asset Management LLC | History | Added to | 4,515 | 437 | 0.02% | 0.02% | 501 | +132 | 3.01% | Q4 2025 | Jan 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 4,469 | 432 | 0.01% | 0.0% | 502 | +667 | 17.54% | Q4 2025 | Jan 29, 2026 |
| KPP Advisory Services LLC | History | No change | 4,464 | 432 | 0.06% | 0.06% | 503 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Rothschild Wealth LLC | History | New | 4,452 | 431 | 0.04% | — | 505 | +4,452 | New | Q4 2025 | Feb 17, 2026 |
| Crewe Advisors LLC | History | No change | 4,458 | 431 | 0.04% | 0.04% | 504 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 4,445 | 430 | 0.06% | 0.09% | 507 | -1,210 | -21.4% | Q4 2025 | Jan 12, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 4,448 | 430 | 0.01% | 0.01% | 506 | -1,011 | -18.52% | Q4 2025 | Feb 04, 2026 |
| IFG Advisory, LLC | History | Reduced | 4,410 | 427 | 0.02% | 0.02% | 509 | -25 | -0.56% | Q4 2025 | Feb 10, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 4,410 | 427 | 0.01% | 0.01% | 508 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 4,335 | 419 | 0.07% | — | 510 | +4,335 | New | Q4 2025 | Feb 12, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 4,324 | 418 | 0.34% | 0.33% | 511 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,311 | 417 | 0.01% | 0.01% | 512 | +169 | 4.08% | Q4 2025 | Jan 13, 2026 |
| WESBANCO BANK INC | History | Reduced | 4,235 | 410 | 0.01% | 0.02% | 514 | -1,414 | -25.03% | Q4 2025 | Feb 03, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 4,242 | 410 | 0.0% | 0.0% | 513 | -191 | -4.31% | Q4 2025 | Feb 13, 2026 |
| Meramec Financial Planners, LLC | History | New | 3,913 | 409 | 0.16% | — | 516 | +3,913 | New | Q4 2025 | Feb 10, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 4,229 | 409 | 0.02% | 0.04% | 515 | -2,575 | -37.85% | Q4 2025 | Jan 26, 2026 |
| NCM Capital Management, LLC | History | Added to | 4,185 | 405 | 0.15% | 0.16% | 517 | +3 | 0.07% | Q4 2025 | Mar 02, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 4,154 | 402 | 0.08% | 0.08% | 518 | +142 | 3.54% | Q4 2025 | Feb 12, 2026 |
| EQUITABLE TRUST CO | History | No change | 4,138 | 400 | 0.02% | 0.02% | 519 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 4,119 | 399 | 0.08% | 0.08% | 520 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Carnegie Investment Counsel | History | No change | 4,096 | 396 | 0.01% | 0.01% | 521 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| All Terrain Financial Advisors, LLC | History | No change | 4,086 | 395 | 0.09% | 0.1% | 522 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 4,068 | 394 | 0.02% | 0.03% | 523 | -585 | -12.57% | Q4 2025 | Feb 10, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 4,067 | 394 | 0.12% | 0.12% | 524 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 4,059 | 393 | 0.0% | 0.0% | 525 | -28 | -0.69% | Q4 2025 | Feb 03, 2026 |
| Community Bank, N.A. | History | No change | 4,045 | 391 | 0.05% | 0.05% | 526 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MKT Advisors LLC | History | Reduced | 3,874 | 386 | 0.13% | 0.14% | 528 | -126 | -3.15% | Q4 2025 | Jan 08, 2026 |
| INTRUST BANK NA | History | No change | 3,991 | 386 | 0.03% | 0.03% | 527 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 3,980 | 385 | 0.1% | 0.1% | 529 | -100 | -2.45% | Q4 2025 | Jan 06, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 3,978 | 385 | 0.02% | 0.02% | 530 | -39 | -0.97% | Q4 2025 | Jan 22, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 3,974 | 385 | 0.0% | 0.0% | 531 | -7 | -0.18% | Q4 2025 | Feb 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | Reduced | 3,960 | 383 | 0.26% | 0.35% | 533 | -1,030 | -20.64% | Q4 2025 | Jan 29, 2026 |
| Financial Partners Group, Inc | History | Added to | 3,810 | 383 | 0.04% | 0.05% | 532 | +1 | 0.03% | Q4 2025 | Feb 03, 2026 |
| American Wealth Advisors, LLC | History | Added to | 3,934 | 381 | 0.37% | 0.37% | 534 | +8 | 0.2% | Q4 2025 | Jan 26, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | No change | 3,916 | 379 | 0.03% | 0.03% | 535 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| HCR Wealth Advisors | History | No change | 3,913 | 379 | 0.04% | 0.04% | 536 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Everstar Asset Management, LLC | History | No change | 3,912 | 378 | 0.2% | 0.21% | 537 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| XTX Topco Ltd | History | New | 3,893 | 377 | 0.01% | — | 540 | +3,893 | New | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 16,937 | 377 | 0.01% | 0.03% | 539 | -1,170 | -6.46% | Q4 2025 | Feb 11, 2026 |
| NBT BANK N A /NY | History | No change | 3,900 | 377 | 0.02% | 0.02% | 538 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Goldenstone Wealth Management LLC | History | New | 3,886 | 376 | 0.28% | — | 542 | +3,886 | New | Q4 2025 | Feb 06, 2026 |
| Fisher Asset Management, LLC | History | Added to | 3,887 | 376 | 0.0% | 0.0% | 541 | +111 | 2.94% | Q4 2025 | Feb 09, 2026 |
| One Capital Management, LLC | History | Reduced | 3,847 | 372 | 0.01% | 0.06% | 543 | -16,864 | -81.43% | Q4 2025 | Feb 10, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 3,828 | 370 | 0.04% | 0.04% | 544 | +1 | 0.03% | Q4 2025 | Feb 13, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 3,812 | 369 | 0.07% | 0.06% | 546 | -130 | -3.3% | Q4 2025 | Mar 03, 2026 |
| Carl P. Sherr & Co., LLC | History | Reduced | 3,665 | 369 | 0.16% | 0.17% | 548 | -52 | -1.4% | Q4 2025 | Feb 09, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 3,813 | 369 | 0.02% | 0.02% | 545 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,809 | 369 | 0.01% | 0.01% | 547 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Linscomb Wealth, Inc. | History | No change | 3,794 | 367 | 0.02% | 0.02% | 549 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Independence Bank of Kentucky | History | No change | 3,760 | 364 | 0.05% | 0.05% | 550 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| DOVER ADVISORS, LLC | History | Reduced | 3,751 | 363 | 0.14% | 0.15% | 552 | -87 | -2.27% | Q4 2025 | Feb 10, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 3,750 | 363 | 0.1% | 0.11% | 551 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Brookstone Capital Management | History | Added to | 3,724 | 360 | 0.0% | 0.0% | 553 | +1,095 | 41.65% | Q4 2025 | Jan 15, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 3,685 | 360 | 0.01% | 0.0% | 554 | +700 | 23.45% | Q4 2025 | Feb 05, 2026 |
| Bay Capital Advisors, LLC | History | No change | 3,722 | 360 | 0.22% | 0.23% | 555 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Johnson Financial Group, LLC | History | No change | 3,695 | 357 | 0.02% | 0.03% | 556 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Breachway Investments LLC | History | New | 3,658 | 354 | 0.37% | — | 557 | +3,658 | New | Q4 2025 | Jan 27, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | New | 3,651 | 353 | 0.06% | — | 558 | +3,651 | New | Q4 2025 | Feb 11, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 3,636 | 352 | 0.14% | 0.14% | 561 | +7 | 0.19% | Q4 2025 | Jan 21, 2026 |
| Glassman Wealth Services | History | No change | 3,636 | 352 | 0.05% | 0.05% | 559 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Delta Investment Management, LLC | History | No change | 3,638 | 352 | 0.06% | 0.06% | 560 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 3,600 | 348 | 0.05% | 0.06% | 562 | -140 | -3.74% | Q4 2025 | Feb 17, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 3,600 | 348 | 0.05% | 0.05% | 563 | -120 | -3.23% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,574 | 346 | 0.0% | 0.0% | 564 | +580 | 19.37% | Q4 2025 | Feb 17, 2026 |
| Balboa Wealth Partners | History | No change | 3,580 | 346 | 0.06% | 0.06% | 565 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 3,550 | 343 | 0.01% | 0.01% | 566 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bensler, LLC | History | Reduced | 3,504 | 339 | 0.03% | 0.04% | 568 | -200 | -5.4% | Q4 2025 | Feb 04, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 3,500 | 339 | 0.02% | 0.02% | 567 | -13 | -0.37% | Q4 2025 | Feb 18, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 3,480 | 337 | 0.02% | 0.02% | 569 | +12 | 0.35% | Q4 2025 | Feb 13, 2026 |
| Accredited Investors Inc. | History | Reduced | 3,469 | 336 | 0.02% | 0.02% | 570 | -137 | -3.8% | Q4 2025 | Feb 05, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 3,451 | 334 | 0.0% | 0.0% | 571 | -665 | -16.16% | Q4 2025 | Jan 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 3,453 | 334 | 0.02% | 0.03% | 572 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 3,435 | 333 | 0.01% | 0.01% | 573 | +1,006 | 41.42% | Q4 2025 | Feb 12, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 3,434 | 332 | 0.1% | 0.1% | 574 | +3 | 0.09% | Q4 2025 | Feb 09, 2026 |
| TERRIL BROTHERS, INC. | History | Reduced | 3,406 | 329 | 0.09% | 0.11% | 575 | -500 | -12.8% | Q4 2025 | Feb 09, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 3,405 | 329 | 0.04% | 0.04% | 577 | -186 | -5.18% | Q4 2025 | Jan 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 3,221 | 329 | 0.02% | 0.02% | 578 | +87 | 2.78% | Q4 2025 | Feb 03, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | No change | 3,402 | 329 | 0.01% | 0.01% | 576 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Bank of Jackson Hole Trust | History | No change | 3,390 | 328 | 0.16% | 0.16% | 579 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | No change | 3,385 | 327 | 0.01% | 0.01% | 580 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wick Capital Partners, LLC | History | No change | 3,383 | 327 | 0.06% | 0.08% | 581 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| MLP3, LLC | History | New | 3,348 | 324 | 0.35% | — | 582 | +3,348 | New | Q4 2025 | Feb 13, 2026 |
| American Trust | History | Added to | 3,337 | 323 | 0.03% | 0.03% | 583 | +41 | 1.24% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 3,329 | 322 | 0.02% | 0.02% | 584 | +228 | 7.35% | Q4 2025 | Jan 29, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 3,301 | 319 | 0.05% | 0.06% | 586 | +4 | 0.12% | Q4 2025 | Jan 22, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 3,296 | 319 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 3,291 | 318 | 0.1% | 0.11% | 587 | -58 | -1.73% | Q4 2025 | Feb 12, 2026 |
| Cove Private Wealth, LLC | History | No change | 3,290 | 318 | 0.09% | 0.1% | 588 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Opus Financial Solutions LLC | History | New | 3,280 | 317 | 0.3% | — | 590 | +3,280 | New | Q4 2025 | Feb 17, 2026 |
| Old Peak Finance LLC | History | New | 3,280 | 317 | 0.2% | — | 591 | +3,280 | New | Q4 2025 | Feb 10, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 3,273 | 317 | 0.03% | 0.04% | 589 | +1 | 0.03% | Q4 2025 | Feb 18, 2026 |
| Probity Advisors, Inc. | History | No change | 3,260 | 315 | 0.05% | 0.05% | 592 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Clayton Financial Group LLC | History | Added to | 3,246 | 314 | 0.16% | 0.2% | 594 | +384 | 13.42% | Q4 2025 | Jan 21, 2026 |
| Richmond Investment Services, LLC | History | Added to | 3,247 | 314 | 0.05% | 0.06% | 595 | +2 | 0.06% | Q4 2025 | Feb 12, 2026 |
| STAR Financial Bank | History | No change | 3,246 | 314 | 0.16% | 0.18% | 593 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 3,236 | 313 | 0.03% | 0.03% | 596 | -245 | -7.04% | Q4 2025 | Feb 23, 2026 |
| Elm Partners Management LLC | History | Added to | 3,215 | 311 | 0.01% | 0.02% | 598 | +6 | 0.19% | Q4 2025 | Feb 10, 2026 |
| Composition Wealth, LLC | History | Added to | 3,218 | 311 | 0.0% | 0.0% | 597 | +1 | 0.03% | Q4 2025 | Feb 02, 2026 |
| SCS Capital Management LLC | History | Reduced | 3,201 | 310 | 0.0% | 0.01% | 600 | -8,808 | -73.34% | Q4 2025 | Feb 10, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | No change | 3,200 | 310 | 0.15% | 0.15% | 599 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| High Falls Advisors, Inc | History | No change | 3,200 | 310 | 0.06% | 0.06% | 601 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Matthew Goff Investment Advisor, LLC | History | No change | 3,199 | 309 | 0.05% | 0.05% | 602 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FARMERS TRUST CO | History | No change | 3,168 | 306 | 0.05% | 0.05% | 603 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Strategic Blueprint, LLC | History | Added to | 3,150 | 305 | 0.02% | 0.01% | 604 | +1 | 0.03% | Q4 2025 | Jan 30, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 3,129 | 303 | 0.01% | 0.01% | 605 | -157 | -4.78% | Q4 2025 | Jan 14, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 3,111 | 301 | 0.11% | 0.1% | 606 | -5 | -0.16% | Q4 2025 | Feb 03, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | New | 3,050 | 295 | 0.11% | — | 607 | +3,050 | New | Q4 2025 | Feb 09, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 3,036 | 294 | 0.02% | 0.02% | 608 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Thomasville National Bank | History | No change | 3,033 | 293 | 0.02% | 0.02% | 609 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 3,031 | 293 | 0.02% | 0.03% | 610 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 3,021 | 292 | 0.02% | 0.02% | 611 | +72 | 2.44% | Q4 2025 | Jan 27, 2026 |
| BDFS Capital LLC | History | New | 3,009 | 291 | 0.15% | — | 613 | +3,009 | New | Q4 2025 | Feb 26, 2026 |
| Insight Inv LLC | History | Reduced | 3,014 | 291 | 0.16% | 0.17% | 612 | -30 | -0.99% | Q4 2025 | Feb 06, 2026 |
| BAILARD, INC. | History | No change | 3,003 | 290 | 0.01% | 0.01% | 614 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 3,000 | 290 | 0.01% | 0.01% | 615 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 2,993 | 289 | 0.0% | 0.0% | 616 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | No change | 2,968 | 287 | 0.04% | 0.05% | 617 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 2,950 | 285 | 0.08% | 0.07% | 618 | -540 | -15.47% | Q4 2025 | Feb 12, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 2,922 | 283 | 0.01% | 0.01% | 619 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Creekside Partners | History | No change | 2,931 | 283 | 0.12% | 0.12% | 620 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 2,911 | 282 | 0.05% | 0.05% | 621 | +28 | 0.97% | Q4 2025 | Jan 29, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 2,902 | 281 | 0.01% | 0.01% | 624 | -75 | -2.52% | Q4 2025 | Feb 10, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | No change | 2,900 | 281 | 0.01% | 0.01% | 622 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 2,908 | 281 | 0.02% | 0.02% | 623 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 2,899 | 280 | 0.03% | 0.03% | 625 | -109 | -3.62% | Q4 2025 | Jan 27, 2026 |
| MOTCO | History | No change | 2,886 | 279 | 0.03% | 0.03% | 626 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 2,875 | 278 | 0.02% | 0.02% | 627 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 2,836 | 277 | 0.02% | 0.02% | 628 | +626 | 28.33% | Q4 2025 | Jan 15, 2026 |
| Essex Financial Services, Inc. | History | Added to | 2,854 | 276 | 0.02% | 0.02% | 629 | +127 | 4.66% | Q4 2025 | Feb 10, 2026 |
| Aufman Associates Inc | History | No change | 2,859 | 276 | 0.14% | 0.15% | 630 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,844 | 275 | 0.0% | 0.0% | 631 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INDEPENDENT INVESTORS INC | History | No change | 2,800 | 271 | 0.05% | 0.05% | 632 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| BBR PARTNERS, LLC | History | No change | 2,800 | 271 | 0.01% | 0.02% | 633 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 2,804 | 271 | 0.0% | 0.01% | 634 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| VeraBank, N.A. | History | No change | 2,798 | 271 | 0.05% | 0.05% | 635 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CHEMUNG CANAL TRUST CO | History | Reduced | 2,783 | 269 | 0.05% | 0.05% | 636 | -26 | -0.93% | Q4 2025 | Jan 14, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 2,770 | 268 | 0.12% | 0.11% | 637 | +20 | 0.73% | Q4 2025 | Feb 13, 2026 |
| Westmount Partners, LLC | History | No change | 2,776 | 268 | 0.07% | 0.07% | 638 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Farmers National Bank | History | New | 2,766 | 267 | 0.06% | — | 639 | +2,766 | New | Q4 2025 | Mar 12, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 2,758 | 267 | 0.06% | 0.06% | 640 | +2 | 0.07% | Q4 2025 | Feb 10, 2026 |
| Benchmark Financial, LLC | History | New | 2,752 | 266 | 0.27% | — | 642 | +2,752 | New | Q4 2025 | Jan 27, 2026 |
| Horizon Wealth Management, LLC | History | No change | 2,755 | 266 | 0.04% | 0.04% | 641 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CNB Bank | History | No change | 2,737 | 265 | 0.11% | 0.11% | 643 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Savvy Advisors, Inc. | History | New | 2,734 | 264 | 0.01% | — | 646 | +2,734 | New | Q4 2025 | Jan 20, 2026 |
| Ironwood Investment Counsel, LLC | History | No change | 2,728 | 264 | 0.04% | 0.04% | 644 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| First City Capital Management, Inc. | History | No change | 2,732 | 264 | 0.14% | 0.14% | 645 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Greater Midwest Financial Group, LLC | History | Added to | 2,724 | 263 | 0.15% | 0.17% | 647 | +6 | 0.22% | Q4 2025 | Feb 17, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Reduced | 2,713 | 262 | 0.12% | 0.15% | 648 | -442 | -14.01% | Q4 2025 | Feb 10, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 2,700 | 261 | 0.06% | 0.06% | 649 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SB Capital Management Inc | History | New | 2,677 | 259 | 0.09% | — | 650 | +2,677 | New | Q4 2025 | Feb 20, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 2,662 | 257 | 0.05% | 0.1% | 651 | -1,226 | -31.53% | Q4 2025 | Feb 02, 2026 |
| Plotkin Financial Advisors, LLC | History | No change | 2,644 | 256 | 0.12% | 0.13% | 652 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Dakota Wealth Management | History | No change | 2,595 | 251 | 0.0% | 0.0% | 653 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | New | 2,582 | 250 | 0.0% | — | 654 | +2,582 | New | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 2,577 | 249 | 0.01% | 0.01% | 655 | -82 | -3.08% | Q4 2025 | Feb 05, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 2,562 | 248 | 0.0% | — | 656 | +2,562 | New | Q4 2025 | Feb 17, 2026 |
| Fee-Only Financial Planning, L.C. | History | No change | 2,560 | 248 | 0.14% | 0.14% | 657 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 2,560 | 248 | 0.08% | 0.08% | 658 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Trivium Point Advisory, LLC | History | New | 2,545 | 246 | 0.02% | — | 659 | +2,545 | New | Q4 2025 | Jan 26, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 2,540 | 246 | 0.04% | 0.04% | 660 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MONEYWISE, INC. | History | Added to | 2,535 | 245 | 0.1% | 0.11% | 662 | +3 | 0.12% | Q4 2025 | Feb 05, 2026 |
| NWAM LLC | History | Added to | 2,466 | 245 | 0.01% | 0.01% | 661 | +1 | 0.04% | Q4 2025 | Feb 04, 2026 |
| Csenge Advisory Group | History | Added to | 2,515 | 243 | 0.01% | 0.01% | 663 | +39 | 1.58% | Q4 2025 | Feb 06, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 2,504 | 242 | 0.07% | 0.08% | 664 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Elyxium Wealth, LLC | History | No change | 2,480 | 240 | 0.07% | 0.08% | 665 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BIP Wealth, LLC | History | No change | 2,467 | 239 | 0.01% | 0.01% | 666 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 2,453 | 237 | 0.0% | 0.01% | 668 | -349 | -12.46% | Q4 2025 | Feb 17, 2026 |
| Park Capital Management, LLC / WI | History | No change | 2,451 | 237 | 0.17% | 0.19% | 667 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 2,445 | 236 | 0.02% | 0.02% | 669 | +5 | 0.2% | Q4 2025 | Jan 20, 2026 |
| Clear Trail Advisors, LLC | History | New | 2,428 | 235 | 0.05% | — | 671 | +2,428 | New | Q4 2025 | Jan 09, 2026 |
| Stanich Group LLC | History | No change | 2,435 | 235 | 0.18% | 0.14% | 670 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SMITH, MOORE & CO. | History | No change | 2,424 | 234 | 0.02% | 0.02% | 672 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 2,416 | 234 | 0.02% | 0.02% | 673 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DT Investment Partners, LLC | History | No change | 2,400 | 232 | 0.02% | 0.02% | 674 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Legacy Financial Group LLC | History | No change | 2,293 | 231 | 0.03% | 0.03% | 675 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| New Insight Wealth Advisors | History | Added to | 2,380 | 230 | 0.08% | 0.08% | 678 | +80 | 3.48% | Q4 2025 | Feb 17, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 2,376 | 230 | 0.05% | 0.06% | 676 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 2,376 | 230 | 0.01% | 0.01% | 677 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 2,360 | 229 | 0.02% | 0.02% | 679 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | Added to | 2,357 | 228 | 0.0% | 0.0% | 680 | +1,417 | 150.74% | Q4 2025 | Jan 16, 2026 |
| Financial Life Planners | History | Added to | 2,354 | 228 | 0.16% | 0.15% | 682 | +5 | 0.21% | Q4 2025 | Jan 29, 2026 |
| Intergy Private Wealth, LLC | History | No change | 2,356 | 228 | 0.07% | 0.07% | 681 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | New | 2,345 | 227 | 0.09% | — | 685 | +2,345 | New | Q4 2025 | Jan 15, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 2,344 | 227 | 0.01% | 0.01% | 683 | -123 | -4.99% | Q4 2025 | Jan 12, 2026 |
| Radnor Capital Management, LLC | History | No change | 2,352 | 227 | 0.03% | 0.03% | 684 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 2,340 | 226 | 0.01% | 0.01% | 686 | +40 | 1.74% | Q4 2025 | Feb 13, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 2,320 | 225 | 0.04% | 0.04% | 687 | -352 | -13.17% | Q4 2025 | Jan 14, 2026 |
| MGO ONE SEVEN LLC | History | No change | 2,326 | 225 | 0.0% | 0.01% | 688 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sightline Wealth Advisors, LLC | History | No change | 2,328 | 225 | 0.1% | 0.1% | 689 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Rockwood Wealth Management, LLC | History | New | 2,320 | 224 | 0.02% | — | 690 | +2,320 | New | Q4 2025 | Jan 29, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 2,153 | 223 | 0.06% | 0.06% | 691 | +3 | 0.14% | Q4 2025 | Jan 26, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 2,300 | 222 | 0.01% | 0.01% | 692 | -500 | -17.86% | Q4 2025 | Jan 28, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 2,292 | 222 | 0.03% | 0.03% | 693 | +2 | 0.09% | Q4 2025 | Feb 04, 2026 |
| Pacific Park Financial, Inc. | History | New | 2,286 | 221 | 0.14% | — | 697 | +2,286 | New | Q4 2025 | Jan 30, 2026 |
| FIRST INTERSTATE BANK | History | No change | 2,288 | 221 | 0.01% | 0.01% | 694 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LaFleur & Godfrey LLC | History | No change | 2,287 | 221 | 0.03% | 0.03% | 695 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 2,285 | 221 | 0.12% | 0.12% | 696 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 2,252 | 218 | 0.0% | 0.0% | 698 | -212 | -8.6% | Q4 2025 | Feb 12, 2026 |
| CFO4Life Group, LLC | History | No change | 2,250 | 217 | 0.03% | 0.03% | 699 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 2,247 | 217 | 0.05% | 0.06% | 700 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Hidden Cove Wealth Management, LLC | History | No change | 2,240 | 217 | 0.14% | 0.14% | 701 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 2,240 | 217 | 0.1% | 0.1% | 702 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Klingman & Associates, LLC | History | No change | 2,239 | 216 | 0.01% | 0.01% | 703 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| North Capital, Inc. | History | Reduced | 2,228 | 215 | 0.19% | 0.16% | 704 | -1 | -0.04% | Q4 2025 | Feb 18, 2026 |
| Highview Capital Management LLC/DE/ | History | Reduced | 2,216 | 214 | 0.08% | 0.08% | 705 | -120 | -5.14% | Q4 2025 | Jan 27, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 2,212 | 214 | 0.02% | 0.03% | 706 | +2 | 0.09% | Q4 2025 | Feb 11, 2026 |
| Colorado Capital Management, Inc. | History | No change | 2,199 | 213 | 0.08% | 0.08% | 707 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 2,188 | 211 | 0.08% | 0.09% | 710 | +4 | 0.18% | Q4 2025 | Feb 09, 2026 |
| Freedom Day Solutions, LLC | History | No change | 2,179 | 211 | 0.06% | 0.06% | 708 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 2,179 | 211 | 0.02% | 0.02% | 709 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Midwest Capital Advisors, LLC | History | Added to | 2,172 | 210 | 0.1% | 0.1% | 713 | +5 | 0.23% | Q4 2025 | Jan 29, 2026 |
| Alpha Omega Wealth Management LLC | History | No change | 2,170 | 210 | 0.03% | 0.03% | 711 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| W ADVISORS, LLC | History | No change | 2,170 | 210 | 0.11% | 0.11% | 712 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 2,158 | 209 | 0.05% | 0.06% | 716 | +47 | 2.23% | Q4 2025 | Jan 27, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 2,158 | 209 | 0.0% | 0.0% | 714 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Shakespeare Wealth Management, LLC | History | No change | 2,160 | 209 | 0.05% | 0.05% | 715 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 2,150 | 208 | 0.02% | 0.02% | 717 | -28 | -1.29% | Q4 2025 | Jan 20, 2026 |
| FSA Advisors, Inc. | History | New | 2,140 | 207 | 0.14% | — | 719 | +2,140 | New | Q4 2025 | Feb 02, 2026 |
| WEST BANCORPORATION INC | History | Reduced | 2,140 | 207 | 0.11% | 0.14% | 718 | -516 | -19.43% | Q4 2025 | Jan 29, 2026 |
| Eagle Bay Advisors LLC | History | Reduced | 2,131 | 206 | 0.15% | 0.2% | 720 | -507 | -19.22% | Q4 2025 | Jan 23, 2026 |
| TFB Advisors LLC | History | Added to | 2,132 | 206 | 0.06% | 0.06% | 721 | +3 | 0.14% | Q4 2025 | Feb 13, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 2,131 | 206 | 0.1% | 0.12% | 722 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Nilsine Partners, LLC | History | Reduced | 2,102 | 203 | 0.02% | 0.02% | 723 | -198 | -8.61% | Q4 2025 | Jan 15, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 2,094 | 202 | 0.0% | 0.14% | 725 | -158,703 | -98.7% | Q4 2025 | Feb 13, 2026 |
| Summit Investment Advisory Services, LLC | History | Reduced | 2,086 | 202 | 0.08% | 0.08% | 727 | -27 | -1.28% | Q4 2025 | Feb 04, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 2,092 | 202 | 0.04% | 0.04% | 724 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Procyon Advisors, LLC | History | No change | 2,092 | 202 | 0.01% | 0.01% | 726 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 2,093 | 202 | 0.02% | 0.02% | 728 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Plan A Wealth LLC | History | No change | 2,091 | 202 | 0.1% | 0.1% | 729 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Asset Dedication, LLC | History | Added to | 2,082 | 201 | 0.01% | 0.01% | 730 | +71 | 3.53% | Q4 2025 | Jan 26, 2026 |
| Wealthspire Retirement, LLC | History | New | 2,074 | 200 | 0.01% | — | 733 | +2,074 | New | Q4 2025 | Feb 18, 2026 |
| CWS Financial Advisors, LLC | History | New | 2,071 | 200 | 0.05% | — | 732 | +2,071 | New | Q4 2025 | Feb 06, 2026 |
| Harvest Investment Services, LLC | History | New | 2,065 | 200 | 0.04% | — | 731 | +2,065 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Bridge, LLC | History | Added to | 2,047 | 198 | 0.08% | 0.08% | 734 | +143 | 7.51% | Q4 2025 | Jan 23, 2026 |
| Noble Wealth Management PBC | History | Added to | 1,952 | 189 | 0.09% | 0.1% | 736 | +54 | 2.85% | Q4 2025 | Jan 05, 2026 |
| Security National Bank | History | No change | 1,951 | 189 | 0.03% | 0.03% | 735 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,916 | 185 | 0.13% | 0.12% | 737 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,894 | 183 | 0.0% | 0.0% | 738 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 1,842 | 178 | 0.02% | — | 739 | +1,842 | New | Q4 2025 | Jan 23, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 1,798 | 174 | 0.17% | — | 741 | +1,798 | New | Q4 2025 | Feb 12, 2026 |
| CVA Family Office, LLC | History | No change | 1,804 | 174 | 0.02% | 0.02% | 740 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,795 | 173 | 0.01% | 0.01% | 742 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,761 | 170 | 0.01% | — | 743 | +1,761 | New | Q4 2025 | Jan 21, 2026 |
| HM PAYSON & CO | History | No change | 1,712 | 165 | 0.0% | 0.0% | 744 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 1,681 | 162 | 0.03% | 0.03% | 745 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 1,595 | 154 | 0.14% | — | 746 | +1,595 | New | Q4 2025 | Feb 17, 2026 |
| Financial Perspectives, Inc | History | Added to | 1,563 | 151 | 0.04% | 0.03% | 749 | +274 | 21.26% | Q4 2025 | Jan 28, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,564 | 151 | 0.04% | 0.04% | 747 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Clearstead Trust, LLC | History | No change | 1,560 | 151 | 0.02% | 0.03% | 748 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,554 | 150 | 0.03% | 0.03% | 750 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| ASSETMARK, INC | History | Added to | 1,541 | 149 | 0.0% | 0.0% | 751 | +555 | 56.29% | Q4 2025 | Jan 23, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,520 | 147 | 0.01% | 0.01% | 752 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 1,500 | 145 | 0.03% | 0.02% | 753 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Peachtree Investment Partners, LLC | History | Reduced | 1,495 | 144 | 0.05% | 0.05% | 754 | -19 | -1.25% | Q4 2025 | Feb 11, 2026 |
| Grove Bank & Trust | History | No change | 1,472 | 142 | 0.02% | 0.02% | 755 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Strategic Advocates LLC | History | No change | 1,431 | 140 | 0.04% | 0.04% | 756 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Gen-Wealth Partners Inc | History | No change | 1,440 | 139 | 0.04% | 0.05% | 757 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 1,408 | 136 | 0.0% | — | 758 | +1,408 | New | Q4 2025 | Feb 13, 2026 |
| Titan Wealth (CI) Ltd | History | New | 1,400 | 135 | 0.05% | — | 759 | +1,400 | New | Q4 2025 | Feb 17, 2026 |
| Rice Partnership, LLC | History | No change | 1,389 | 134 | 0.02% | 0.02% | 760 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,360 | 131 | 0.0% | 0.0% | 761 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CENTRAL TRUST Co | History | No change | 1,342 | 130 | 0.0% | 0.0% | 762 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,352 | 130 | 0.01% | 0.01% | 763 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| S.A. Mason LLC | History | No change | 1,336 | 129 | 0.05% | 0.06% | 764 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PFS Partners, LLC | History | No change | 1,332 | 129 | 0.06% | 0.06% | 765 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Kentucky Trust Co | History | Reduced | 1,220 | 118 | 0.06% | 0.08% | 767 | -340 | -21.79% | Q4 2025 | Jan 21, 2026 |
| Horrell Capital Management, Inc. | History | No change | 1,220 | 118 | 0.05% | 0.05% | 766 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 1,200 | 116 | 0.01% | 0.01% | 768 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 1,168 | 113 | 0.01% | 0.01% | 769 | -80 | -6.41% | Q4 2025 | Feb 02, 2026 |
| Founders Capital Management | History | No change | 1,126 | 109 | 0.06% | 0.06% | 770 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Windsor Advisory Group, LLC | History | No change | 1,076 | 104 | 0.09% | 0.09% | 771 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,068 | 103 | 0.03% | 0.03% | 772 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 1,034 | 100 | 0.01% | 0.01% | 773 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Dunhill Financial, LLC | History | No change | 1,005 | 97 | 0.02% | 0.03% | 774 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sound Income Strategies, LLC | History | Added to | 936 | 96 | 0.0% | 0.0% | 775 | +540 | 136.36% | Q4 2025 | Jan 21, 2026 |
| Register Financial Advisors LLC | History | No change | 1,000 | 96 | 0.04% | 0.04% | 776 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Aviso Financial Inc. | History | Reduced | 941 | 91 | 0.0% | 0.02% | 777 | -4,781 | -83.55% | Q4 2025 | Feb 13, 2026 |
| Basepoint Wealth LLC | History | New | 922 | 89 | 0.05% | — | 779 | +922 | New | Q4 2025 | Feb 10, 2026 |
| Smithfield Trust Co | History | No change | 914 | 89 | 0.0% | 0.0% | 778 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 910 | 88 | 0.0% | 0.0% | 780 | -105 | -10.34% | Q4 2025 | Feb 13, 2026 |
| Mill Capital Management, LLC | History | No change | 900 | 87 | 0.01% | 0.01% | 781 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ESL Trust Services, LLC | History | New | 898 | 86 | 0.02% | — | 782 | +898 | New | Q4 2025 | Feb 10, 2026 |
| Rialto Wealth Management, LLC | History | New | 880 | 85 | 0.02% | — | 783 | +880 | New | Q4 2025 | Jan 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 826 | 80 | 0.0% | 0.0% | 785 | +340 | 69.96% | Q4 2025 | Feb 13, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 830 | 80 | 0.03% | 0.03% | 784 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Millstone Evans Group, LLC | History | No change | 827 | 80 | 0.05% | 0.05% | 786 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Modus Advisors, LLC | History | New | 764 | 74 | 0.02% | — | 788 | +764 | New | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 771 | 74 | 0.01% | 0.01% | 787 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 751 | 72 | 0.02% | 0.02% | 789 | +2 | 0.27% | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | Reduced | 737 | 71 | 0.0% | 0.01% | 790 | -215 | -22.58% | Q4 2025 | Feb 10, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 726 | 70 | 0.0% | 0.0% | 791 | +161 | 28.5% | Q4 2025 | Feb 12, 2026 |
| Sage Mountain Advisors LLC | History | No change | 725 | 70 | 0.0% | 0.0% | 792 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 722 | 69 | 0.02% | 0.02% | 793 | +1 | 0.14% | Q4 2025 | Jan 27, 2026 |
| Hilltop National Bank | History | No change | 700 | 67 | 0.02% | 0.02% | 794 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Y.D. More Investments Ltd | History | No change | 680 | 65 | 0.0% | 0.0% | 795 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 656 | 63 | 0.01% | 0.01% | 796 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 620 | 60 | 0.01% | 0.01% | 797 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 600 | 58 | 0.0% | 0.0% | 798 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Milestone Investment Advisors LLC | History | No change | 608 | 58 | 0.01% | 0.01% | 799 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Merited Wealth, LLC | History | New | 596 | 57 | 0.05% | — | 800 | +596 | New | Q4 2025 | Mar 26, 2026 |