iSHARES TRUST - IWD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 14 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Showing first 800 of
1,938 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 52,256,616 | 10,991,656 | 0.8% | 0.68% | 1 | +2,686,078 | 5.42% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 39,663,587 | 8,342,839 | 0.5% | 0.45% | 2 | +3,280,476 | 9.02% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 11,560,204 | 2,431,573 | 0.3% | 0.28% | 3 | +231,377 | 2.04% | Q4 2025 | Mar 25, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 9,251,710 | 1,946,004 | 0.12% | 0.11% | 4 | +338,948 | 3.8% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Reduced | 8,612,243 | 1,811,499 | 0.09% | 0.1% | 5 | -1,247,885 | -12.66% | Q4 2025 | Feb 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 8,417,954 | 1,770,632 | 3.35% | 3.33% | 6 | -160,333 | -1.87% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,746,341 | 1,629,365 | 0.48% | 0.39% | 7 | +1,053,096 | 15.73% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 7,211,520 | 1,516,871 | 0.25% | 0.26% | 8 | -867,150 | -10.73% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,895,769 | 1,240,115 | 0.23% | 0.19% | 9 | +995,230 | 20.31% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 5,848,639 | 1,230,202 | 1.92% | 1.84% | 10 | +229,854 | 4.09% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,379,206 | 1,131,462 | 0.35% | 0.34% | 11 | +224,280 | 4.35% | Q4 2025 | Feb 18, 2026 |
| NORTHERN TRUST CORP | History | Added to | 4,928,650 | 1,036,692 | 0.13% | 0.13% | 12 | +42,360 | 0.87% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 4,290,502 | 902,464 | 0.25% | 0.25% | 13 | +88,708 | 2.11% | Q4 2025 | Feb 11, 2026 |
| M&T BANK CORP | History | Added to | 3,785,045 | 796,146 | 2.56% | 2.57% | 14 | +32,694 | 0.87% | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,557,589 | 748,303 | 0.41% | 0.42% | 15 | +165,919 | 4.89% | Q4 2025 | Feb 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 3,422,500 | 725,364 | 0.88% | 0.92% | 16 | -388,142 | -10.19% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 3,263,800 | 686,519 | 5.19% | — | 17 | +3,263,800 | New | Q4 2025 | Feb 18, 2026 |
| Elliott Investment Management L.P. | History | Reduced | 2,800,000 | 588,952 | 2.61% | 4.48% | 18 | -2,200,000 | -44.0% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,540,656 | 534,401 | 0.09% | — | 19 | +2,540,656 | New | Q4 2025 | Feb 17, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 2,524,684 | 531,042 | 11.77% | 11.57% | 20 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,344,574 | 493,157 | 0.66% | 0.62% | 21 | +105,648 | 4.72% | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,916,312 | 403,077 | 0.36% | 0.28% | 22 | +400,051 | 26.38% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,726,024 | 363,051 | 0.48% | 0.49% | 23 | -135,296 | -7.27% | Q4 2025 | Feb 12, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 1,686,679 | 354,776 | 12.95% | 12.66% | 24 | -16,615 | -0.98% | Q4 2025 | Feb 06, 2026 |
| Align Financial, LLC | History | New | 342,013 | 342,013 | 0.2% | — | 25 | +342,013 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,507,315 | 317,048 | 0.19% | 0.21% | 26 | +19,033 | 1.28% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,440,501 | 302,995 | 0.55% | 0.45% | 27 | +319,319 | 28.48% | Q4 2025 | Mar 16, 2026 |
| Focus Partners Wealth | History | Added to | 1,412,808 | 297,152 | 0.34% | 0.18% | 28 | +851,770 | 151.82% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,397,904 | 294,078 | 0.07% | 0.06% | 29 | +212,781 | 17.95% | Q4 2025 | Feb 17, 2026 |
| Stairway Partners, LLC | History | Added to | 1,323,057 | 278,291 | 14.41% | 14.19% | 30 | +10,922 | 0.83% | Q4 2025 | Jan 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,295,575 | 272,510 | 0.3% | 0.31% | 31 | -16,345 | -1.25% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Reduced | 1,250,236 | 262,974 | 0.12% | 0.12% | 32 | -46,309 | -3.57% | Q4 2025 | Feb 13, 2026 |
| 71 West Capital Partners | History | New | 1,141,321 | 240,065 | 11.04% | — | 33 | +1,141,321 | New | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 1,135,610 | 239,915 | 0.58% | 0.57% | 34 | -14,916 | -1.3% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,099,616 | 231,293 | 0.25% | 0.24% | 35 | +41,117 | 3.88% | Q4 2025 | Feb 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,053,204 | 221,530 | 0.1% | 0.06% | 36 | +502,015 | 91.08% | Q4 2025 | Feb 10, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 1,043,643 | 219,519 | 22.61% | 22.54% | 37 | -35,370 | -3.28% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Added to | 974,143 | 204,901 | 0.82% | 0.74% | 38 | +13,612 | 1.42% | Q4 2025 | Jan 29, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 880,945 | 185,297 | 7.32% | 7.35% | 39 | -10,120 | -1.14% | Q4 2025 | Jan 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 858,292 | 180,533 | 0.03% | 0.03% | 40 | +145,804 | 20.46% | Q4 2025 | Feb 10, 2026 |
| Oakworth Capital, Inc. | History | Added to | 835,036 | 175,641 | 9.59% | 9.52% | 41 | +25,803 | 3.19% | Q4 2025 | Jan 30, 2026 |
| US BANCORP \DE\ | History | Added to | 824,090 | 173,339 | 0.2% | 0.19% | 42 | +55,496 | 7.22% | Q4 2025 | Jan 30, 2026 |
| Corient Private Wealth LLC | History | Added to | 823,564 | 170,416 | 0.23% | 0.26% | 43 | +863 | 0.1% | Q4 2025 | Mar 09, 2026 |
| COMMERCE BANK | History | Added to | 725,356 | 152,571 | 0.84% | 0.81% | 44 | +8,230 | 1.15% | Q4 2025 | Feb 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 673,355 | 141,633 | 2.34% | — | 45 | +673,355 | New | Q4 2025 | Feb 13, 2026 |
| Circle Wealth Management, LLC | History | Added to | 672,633 | 141,481 | 2.18% | 2.41% | 46 | +65,000 | 10.7% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 652,027 | 141,209 | 0.19% | 0.2% | 47 | +1,906 | 0.29% | Q4 2025 | Jan 08, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 621,161 | 130,674 | 1.63% | 1.63% | 48 | -7,609 | -1.21% | Q4 2025 | Feb 05, 2026 |
| BROWN ADVISORY INC | History | Added to | 619,817 | 130,372 | 0.18% | 0.11% | 49 | +213,880 | 52.69% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 611,239 | 128,532 | 0.19% | 0.17% | 50 | -915 | -0.15% | Q4 2025 | Feb 17, 2026 |
| 1ST SOURCE BANK | History | Reduced | 610,192 | 128,347 | 6.73% | 7.36% | 51 | -75,922 | -11.07% | Q4 2025 | Feb 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 608,771 | 128,049 | 0.18% | 0.16% | 52 | +61,380 | 11.21% | Q4 2025 | Feb 10, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 568,609 | 119,601 | 1.79% | 0.05% | 53 | +549,686 | 2904.86% | Q4 2025 | Jan 05, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Added to | 556,903 | 117,138 | 0.6% | 0.0% | 54 | +554,669 | 24828.51% | Q4 2025 | Feb 06, 2026 |
| Creative Planning | History | Added to | 539,464 | 113,470 | 0.08% | 0.08% | 55 | +15,111 | 2.88% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 531,496 | 111,794 | 0.13% | 0.13% | 56 | +31,418 | 6.28% | Q4 2025 | Feb 13, 2026 |
| EQUITY INVESTMENT CORP | History | Added to | 512,134 | 107,722 | 2.17% | 0.87% | 57 | +308,268 | 151.21% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 488,638 | 102,779 | 0.4% | — | 58 | +488,638 | New | Q4 2025 | Feb 13, 2026 |
| Mizuho Bank, Ltd. | History | New | 480,000 | 100,963 | 12.02% | — | 59 | +480,000 | New | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 455,284 | 95,764 | 0.23% | 0.22% | 60 | +47,001 | 11.51% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 452,281 | 95,133 | 0.14% | 0.07% | 61 | +237,526 | 110.6% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 449,483 | 94,544 | 0.06% | 0.06% | 62 | -6,648 | -1.46% | Q4 2025 | Feb 10, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 433,880 | 91,262 | 0.14% | 0.19% | 63 | -107,090 | -19.8% | Q4 2025 | Feb 13, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Reduced | 430,753 | 90,604 | 6.05% | 5.93% | 64 | -1,041 | -0.24% | Q4 2025 | Jan 08, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 422,578 | 88,885 | 1.87% | 2.01% | 65 | -5,828 | -1.36% | Q4 2025 | Feb 03, 2026 |
| EAGLE CAPITAL MANAGEMENT LLC | History | Added to | 419,660 | 88,271 | 0.27% | 0.03% | 66 | +379,823 | 953.44% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 415,954 | 87,491 | 0.03% | 0.02% | 67 | +28,160 | 7.26% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 414,312 | 87,146 | 0.17% | 0.17% | 68 | -6,226 | -1.48% | Q4 2025 | Feb 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 413,095 | 86,890 | 0.61% | 0.4% | 69 | +181,472 | 78.35% | Q4 2025 | Feb 18, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 410,411 | 86,325 | 0.02% | 0.03% | 70 | -156,476 | -27.6% | Q4 2025 | Feb 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 403,058 | 84,779 | 0.93% | 0.9% | 71 | +23,217 | 6.11% | Q4 2025 | Feb 06, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 402,552 | 84,672 | 16.33% | 15.89% | 72 | +1,586 | 0.4% | Q4 2025 | Feb 11, 2026 |
| CHOREO, LLC | History | Added to | 398,421 | 84,441 | 1.08% | 1.03% | 73 | +8,528 | 2.19% | Q4 2025 | Jan 23, 2026 |
| Dynasty Wealth Management, LLC | History | New | 395,837 | 83,260 | 0.82% | — | 74 | +395,837 | New | Q4 2025 | Feb 10, 2026 |
| Marquette Asset Management, LLC | History | Added to | 383,771 | 80,722 | 11.92% | 11.88% | 75 | +2,364 | 0.62% | Q4 2025 | Jan 16, 2026 |
| BlackRock, Inc. | History | Reduced | 369,437 | 77,707 | 0.0% | 0.0% | 76 | -103,993 | -21.97% | Q4 2025 | Feb 12, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 365,197 | 76,816 | 16.9% | 16.71% | 77 | +4,073 | 1.13% | Q4 2025 | Jan 21, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 364,779 | 76,727 | 0.89% | 1.05% | 78 | -79,167 | -17.83% | Q4 2025 | Jan 21, 2026 |
| Equitable Holdings, Inc. | History | Added to | 362,438 | 76,235 | 0.52% | 0.53% | 79 | +10,357 | 2.94% | Q4 2025 | Feb 17, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 362,323 | 76,211 | 7.32% | 7.13% | 80 | -2,716 | -0.74% | Q4 2025 | Feb 23, 2026 |
| MAI Capital Management | History | Added to | 362,100 | 76,164 | 0.44% | 0.45% | 81 | +5,702 | 1.6% | Q4 2025 | Feb 13, 2026 |
| StoneX Group Inc. | History | Added to | 357,505 | 75,199 | 3.26% | 3.12% | 82 | +5,808 | 1.65% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 350,736 | 73,773 | 0.01% | 0.0% | 83 | +341,236 | 3591.96% | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 338,643 | 71,699 | 0.13% | 0.12% | 84 | +47,470 | 16.3% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 336,342 | 70,746 | 0.33% | 0.33% | 85 | +2,474 | 0.74% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 329,410 | 69,288 | 0.52% | 0.53% | 86 | -831 | -0.25% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 326,035 | 68,578 | 0.16% | 0.13% | 87 | +62,665 | 23.79% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 320,484 | 67,410 | 0.28% | — | 88 | +320,484 | New | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 309,939 | 65,192 | 0.36% | 0.36% | 89 | +2,706 | 0.88% | Q4 2025 | Feb 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 308,352 | 64,858 | 0.34% | — | 90 | +308,352 | New | Q4 2025 | Feb 18, 2026 |
| Covenant Partners, LLC | History | Added to | 307,868 | 64,757 | 18.93% | 16.65% | 91 | +19,323 | 6.7% | Q4 2025 | Jan 26, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 304,086 | 63,961 | 0.5% | — | 92 | +304,086 | New | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 297,973 | 62,675 | 0.26% | 0.26% | 93 | +8,008 | 2.76% | Q4 2025 | Feb 17, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 284,280 | 59,795 | 1.1% | 1.04% | 94 | +40,691 | 16.7% | Q4 2025 | Jan 28, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 282,349 | 59,389 | 0.03% | 0.06% | 95 | -307,354 | -52.12% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 280,879 | 59,080 | 0.19% | 0.19% | 96 | -10,336 | -3.55% | Q4 2025 | Feb 02, 2026 |
| Waverly Advisors, LLC | History | Added to | 280,747 | 59,052 | 0.48% | 0.4% | 97 | +82,819 | 41.84% | Q4 2025 | Feb 17, 2026 |
| Boston Partners | History | Added to | 273,930 | 58,426 | 0.06% | 0.01% | 98 | +210,590 | 332.48% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 275,191 | 57,883 | 0.32% | 0.07% | 99 | +219,845 | 397.22% | Q4 2025 | Feb 11, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 270,484 | 56,893 | 13.14% | 13.54% | 100 | -10,845 | -3.85% | Q4 2025 | Feb 05, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 267,626 | 56,292 | 0.71% | 0.71% | 101 | -5,450 | -2.0% | Q4 2025 | Feb 10, 2026 |
| SMI Advisory Services, LLC | History | New | 254,744 | 55,462 | 9.56% | — | 102 | +254,744 | New | Q4 2025 | Jan 13, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Reduced | 262,423 | 55,198 | 5.07% | 4.96% | 103 | -3,006 | -1.13% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 252,535 | 53,118 | 0.02% | 0.01% | 104 | +80,486 | 46.78% | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 248,735 | 52,318 | 0.14% | 0.13% | 105 | +11,020 | 4.64% | Q4 2025 | Feb 17, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 242,573 | 51,022 | 0.34% | — | 106 | +242,573 | New | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | Reduced | 239,700 | 50,418 | 0.01% | 0.02% | 107 | -62,575 | -20.7% | Q4 2025 | Feb 12, 2026 |
| CX Institutional | History | Reduced | 236,247 | 49,692 | 1.48% | 1.49% | 108 | -5,300 | -2.19% | Q4 2025 | Feb 02, 2026 |
| HB Wealth Management, LLC | History | Added to | 234,716 | 49,370 | 0.32% | 0.28% | 109 | +28,062 | 13.58% | Q4 2025 | Jan 28, 2026 |
| Wind River Trust Co | History | No change | 233,705 | 49,157 | 18.36% | 17.59% | 110 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 227,918 | 47,940 | 0.59% | 0.2% | 111 | +139,356 | 157.35% | Q4 2025 | Feb 02, 2026 |
| Legacy Edge Advisors, LLC | History | New | 227,640 | 47,881 | 5.24% | — | 112 | +227,640 | New | Q4 2025 | Feb 02, 2026 |
| Callan Family Office, LLC | History | Added to | 227,323 | 47,815 | 1.03% | 0.49% | 113 | +152,464 | 203.67% | Q4 2025 | Feb 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 221,880 | 46,670 | 0.93% | 0.92% | 114 | -6,538 | -2.86% | Q4 2025 | Feb 05, 2026 |
| Comprehensive Financial Management LLC | History | No change | 210,233 | 44,220 | 1.33% | 1.18% | 115 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 208,607 | 43,878 | 0.07% | 0.07% | 116 | +10,571 | 5.34% | Q4 2025 | Feb 18, 2026 |
| Gainplan LLC | History | New | 208,239 | 43,800 | 16.41% | — | 117 | +208,239 | New | Q4 2025 | Jan 23, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 207,859 | 43,721 | 4.42% | 4.45% | 118 | -77 | -0.04% | Q4 2025 | Jan 20, 2026 |
| Americana Partners, LLC | History | Added to | 207,378 | 43,619 | 1.2% | 1.04% | 119 | +36,779 | 21.56% | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 195,334 | 41,086 | 0.07% | 0.06% | 120 | +10,411 | 5.63% | Q4 2025 | Feb 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 190,793 | 40,131 | 0.01% | 0.01% | 121 | +104,778 | 121.81% | Q4 2025 | Jan 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 189,623 | 39,885 | 0.49% | 0.44% | 122 | +23,064 | 13.85% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 186,328 | 39,192 | 0.0% | 0.0% | 123 | +21,890 | 13.31% | Q4 2025 | Feb 17, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 185,358 | 38,988 | 2.85% | 2.43% | 124 | +26,727 | 16.85% | Q4 2025 | Feb 10, 2026 |
| Prospera Financial Services Inc | History | Added to | 184,865 | 38,888 | 0.64% | 0.11% | 125 | +154,423 | 507.27% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 180,546 | 37,976 | 0.16% | 0.14% | 126 | +29,471 | 19.51% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 182,339 | 37,837 | 0.11% | 0.12% | 127 | -2,739 | -1.48% | Q4 2025 | Feb 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 179,058 | 37,663 | 0.43% | 0.09% | 128 | +153,572 | 602.57% | Q4 2025 | Jan 29, 2026 |
| REGIONS FINANCIAL CORP | History | New | 178,771 | 37,602 | 0.24% | — | 129 | +178,771 | New | Q4 2025 | Jan 27, 2026 |
| Saudi Central Bank | History | No change | 178,016 | 37,443 | 1.4% | 1.38% | 130 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CAMBIAR INVESTORS LLC | History | Added to | 177,191 | 37,270 | 1.67% | 1.29% | 131 | +37,606 | 26.94% | Q4 2025 | Jan 23, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 168,002 | 35,337 | 0.24% | 0.11% | 132 | +83,379 | 98.53% | Q4 2025 | Feb 17, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 167,710 | 35,274 | 0.72% | 0.76% | 133 | -41,644 | -19.89% | Q4 2025 | Feb 05, 2026 |
| Corundum Group, Inc. | History | Added to | 163,052 | 34,296 | 11.51% | 10.27% | 134 | +40,326 | 32.86% | Q4 2025 | Jan 12, 2026 |
| Cordatus Wealth Management LLC | History | New | 162,675 | 34,217 | 7.91% | — | 135 | +162,675 | New | Q4 2025 | Jan 26, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 160,667 | 33,794 | 0.1% | 0.09% | 136 | +20,521 | 14.64% | Q4 2025 | Feb 13, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Reduced | 160,552 | 33,771 | 18.57% | 18.23% | 137 | -3,698 | -2.25% | Q4 2025 | Jan 02, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 155,876 | 32,786 | 0.7% | 0.49% | 138 | +49,274 | 46.22% | Q4 2025 | Feb 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 154,838 | 32,568 | 0.02% | 0.02% | 139 | +13,085 | 9.23% | Q4 2025 | Feb 17, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 151,978 | 31,967 | 5.07% | 4.99% | 140 | +5,453 | 3.72% | Q4 2025 | Jan 16, 2026 |
| Waterloo Capital, L.P. | History | Added to | 151,923 | 31,955 | 2.3% | 2.3% | 141 | +73 | 0.05% | Q4 2025 | Feb 10, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 150,800 | 31,719 | 0.0% | 0.0% | 142 | +97,512 | 182.99% | Q4 2025 | Feb 17, 2026 |
| Objectivity Squared, LLC | History | Added to | 149,193 | 31,381 | 17.55% | 17.8% | 143 | +2,674 | 1.83% | Q4 2025 | Feb 02, 2026 |
| Clearstead Advisors, LLC | History | Added to | 148,630 | 31,262 | 0.39% | 0.39% | 144 | +3,048 | 2.09% | Q4 2025 | Feb 09, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 147,901 | 31,214 | 8.51% | 8.22% | 145 | +7,683 | 5.48% | Q4 2025 | Jan 28, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 148,113 | 31,146 | 0.08% | 0.01% | 146 | +120,552 | 437.4% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 147,301 | 30,983 | 0.11% | 0.09% | 147 | +27,002 | 22.45% | Q4 2025 | Feb 06, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 147,287 | 30,980 | 0.11% | 0.1% | 148 | +4,533 | 3.18% | Q4 2025 | Jan 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 147,031 | 30,926 | 0.08% | 0.08% | 149 | +2,756 | 1.91% | Q4 2025 | Feb 05, 2026 |
| Midwest Trust Co | History | Added to | 146,816 | 30,881 | 0.39% | 0.36% | 150 | +11,063 | 8.15% | Q4 2025 | Feb 04, 2026 |
| Aristotle Capital Management, LLC | History | Added to | 145,910 | 30,691 | 0.06% | 0.01% | 151 | +111,750 | 327.14% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 144,642 | 30,690 | 0.16% | 0.11% | 152 | +62,740 | 76.6% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 143,158 | 30,111 | 0.16% | 0.12% | 153 | +31,660 | 28.4% | Q4 2025 | Jan 29, 2026 |
| JMAC ENTERPRISES LLC | History | Reduced | 141,924 | 29,852 | 5.71% | 5.81% | 154 | -2,258 | -1.57% | Q4 2025 | Jan 21, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 141,873 | 29,841 | 0.02% | 0.02% | 155 | +6,534 | 4.83% | Q4 2025 | Mar 20, 2026 |
| LONDON CO OF VIRGINIA | History | Added to | 140,864 | 29,629 | 0.17% | 0.0% | 156 | +136,764 | 3335.71% | Q4 2025 | Feb 17, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 138,862 | 29,208 | 0.24% | 0.15% | 157 | +32,683 | 30.78% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Added to | 138,634 | 29,160 | 0.17% | 0.17% | 158 | +3,506 | 2.59% | Q4 2025 | Feb 10, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 138,576 | 29,147 | 1.27% | 1.76% | 159 | -52,235 | -27.38% | Q4 2025 | Jan 29, 2026 |
| RMR Wealth Builders | History | Reduced | 138,448 | 29,121 | 2.33% | 2.37% | 160 | -900 | -0.65% | Q4 2025 | Jan 29, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 138,327 | 29,095 | 2.71% | 2.78% | 161 | -4,896 | -3.42% | Q4 2025 | Jan 28, 2026 |
| Ellenbecker Investment Group | History | Added to | 134,362 | 28,261 | 3.95% | 3.82% | 162 | +7,119 | 5.59% | Q4 2025 | Jan 30, 2026 |
| Claro Advisors Inc. | History | Added to | 130,002 | 27,344 | 3.72% | 3.02% | 163 | +28,293 | 27.82% | Q4 2025 | Feb 17, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 128,182 | 26,961 | 3.37% | 5.74% | 164 | -93,718 | -42.23% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 126,357 | 26,578 | 0.1% | 0.1% | 165 | +14,900 | 13.37% | Q4 2025 | Feb 18, 2026 |
| AMG National Trust Bank | History | Reduced | 126,261 | 26,557 | 0.62% | 0.63% | 166 | -843 | -0.66% | Q4 2025 | Jan 30, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 126,242 | 26,554 | 2.99% | 2.95% | 167 | -2,003 | -1.56% | Q4 2025 | Jan 21, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 125,639 | 26,426 | 0.29% | 0.04% | 168 | +108,756 | 644.17% | Q4 2025 | Feb 12, 2026 |
| FIRST HORIZON CORP | History | Reduced | 124,145 | 26,112 | 1.17% | 1.2% | 169 | -968 | -0.77% | Q4 2025 | Jan 27, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 120,916 | 25,433 | 1.24% | 1.25% | 170 | -232 | -0.19% | Q4 2025 | Jan 07, 2026 |
| LWM ADVISORS INC | History | Added to | 117,480 | 24,710 | 21.73% | 21.21% | 171 | +1,505 | 1.3% | Q4 2025 | Jan 09, 2026 |
| Sylvest Advisors, LLC | History | Added to | 117,450 | 24,704 | 13.18% | 11.26% | 172 | +14,464 | 14.04% | Q4 2025 | Jan 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 115,640 | 24,323 | 0.57% | 0.26% | 173 | +62,254 | 116.61% | Q4 2025 | Feb 12, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 115,570 | 24,309 | 0.97% | 0.98% | 174 | -723 | -0.62% | Q4 2025 | Jan 20, 2026 |
| BTC Capital Management, Inc. | History | Added to | 113,949 | 23,968 | 1.67% | 1.34% | 175 | +18,769 | 19.72% | Q4 2025 | Jan 15, 2026 |
| PFW Advisors LLC | History | Added to | 113,949 | 23,968 | 7.24% | 6.85% | 176 | +113 | 0.1% | Q4 2025 | Jan 12, 2026 |
| Neuberger Berman Group LLC | History | Added to | 113,879 | 23,953 | 0.02% | 0.01% | 177 | +64,083 | 128.69% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 113,083 | 23,786 | 0.06% | 0.04% | 178 | +44,527 | 64.95% | Q4 2025 | Jan 26, 2026 |
| Ryan Investment Management, Inc. | History | Reduced | 110,008 | 23,139 | 12.81% | 16.52% | 179 | -35,965 | -24.64% | Q4 2025 | Jan 12, 2026 |
| Venture Visionary Partners LLC | History | Added to | 109,139 | 22,956 | 0.75% | 0.76% | 180 | +614 | 0.57% | Q4 2025 | Feb 13, 2026 |
| FULTON BANK, N.A. | History | Added to | 106,535 | 22,408 | 0.77% | 0.75% | 181 | +1,256 | 1.19% | Q4 2025 | Jan 08, 2026 |
| AWM CAPITAL, LLC | History | Added to | 104,889 | 22,062 | 2.0% | 1.94% | 182 | +256 | 0.24% | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 104,517 | 21,984 | 0.43% | 0.36% | 183 | +31,256 | 42.66% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 103,825 | 21,838 | 1.63% | 1.65% | 184 | -891 | -0.85% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 103,478 | 21,765 | 0.63% | — | 185 | +103,478 | New | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 99,197 | 20,865 | 0.13% | 0.14% | 186 | +6,466 | 6.97% | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 97,303 | 20,466 | 0.15% | 0.11% | 187 | +24,654 | 33.94% | Q4 2025 | Feb 12, 2026 |
| Applied Finance Capital Management, LLC | History | Added to | 97,035 | 20,410 | 1.46% | 0.09% | 188 | +90,704 | 1432.7% | Q4 2025 | Feb 05, 2026 |
| Westshore Wealth, LLC | History | Reduced | 96,811 | 20,363 | 6.74% | 6.78% | 189 | -665 | -0.68% | Q4 2025 | Feb 25, 2026 |
| TCW GROUP INC | History | Added to | 96,333 | 20,262 | 0.15% | 0.06% | 190 | +62,272 | 182.82% | Q4 2025 | Feb 17, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 96,135 | 20,220 | 3.2% | 3.28% | 191 | -3,099 | -3.12% | Q4 2025 | Feb 02, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 95,748 | 20,140 | 0.17% | 0.15% | 192 | +901 | 0.95% | Q4 2025 | Jan 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 95,585 | 20,105 | 0.04% | 0.04% | 193 | +18,409 | 23.85% | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | Added to | 92,521 | 19,460 | 0.3% | 0.17% | 194 | +36,318 | 64.62% | Q4 2025 | Feb 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 91,678 | 19,283 | 0.47% | 0.47% | 195 | +3,262 | 3.69% | Q4 2025 | Jan 29, 2026 |
| CM WEALTH ADVISORS LLC | History | Reduced | 91,621 | 19,271 | 4.35% | 4.92% | 196 | -75 | -0.08% | Q4 2025 | Jan 26, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 91,112 | 19,164 | 3.76% | 3.17% | 197 | -5,807 | -5.99% | Q4 2025 | Mar 03, 2026 |
| Keel Point, LLC | History | Added to | 90,660 | 19,069 | 1.15% | 1.04% | 198 | +7,309 | 8.77% | Q4 2025 | Feb 12, 2026 |
| SlateStone Wealth, LLC | History | Added to | 89,893 | 18,908 | 1.58% | 1.49% | 199 | +5,174 | 6.11% | Q4 2025 | Feb 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 88,901 | 18,700 | 0.61% | 0.08% | 200 | +77,146 | 656.28% | Q4 2025 | Feb 13, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 88,681 | 18,653 | 0.77% | 0.76% | 201 | -393 | -0.44% | Q4 2025 | Jan 27, 2026 |
| NewEdge Wealth, LLC | History | Added to | 88,296 | 18,572 | 0.21% | 0.14% | 202 | +40,062 | 83.06% | Q4 2025 | Feb 03, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Reduced | 87,471 | 18,403 | 5.33% | 5.01% | 203 | -15,116 | -14.73% | Q4 2025 | Jan 29, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 87,356 | 18,374 | 0.61% | 0.58% | 204 | +8,352 | 10.57% | Q4 2025 | Feb 11, 2026 |
| Independent Family Office, LLC | History | No change | 86,911 | 18,280 | 7.63% | 7.49% | 205 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 86,627 | 18,221 | 0.15% | 0.03% | 206 | +69,728 | 412.62% | Q4 2025 | Feb 12, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 84,323 | 17,736 | 3.74% | 3.81% | 207 | -569 | -0.67% | Q4 2025 | Jan 07, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 82,572 | 17,368 | 0.3% | 0.37% | 208 | +3,742 | 4.75% | Q4 2025 | Feb 09, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 81,938 | 17,234 | 2.1% | 2.04% | 209 | -1,639 | -1.96% | Q4 2025 | Jan 27, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 80,943 | 17,025 | 0.14% | 0.17% | 210 | -79,991 | -49.7% | Q4 2025 | Feb 13, 2026 |
| Hirtle Callaghan & Co LLC | History | Reduced | 80,817 | 16,999 | 0.58% | 0.59% | 211 | -1,535 | -1.86% | Q4 2025 | Feb 04, 2026 |
| Gotham Asset Management, LLC | History | Added to | 80,801 | 16,995 | 0.06% | 0.06% | 212 | +18,184 | 29.04% | Q4 2025 | Feb 17, 2026 |
| Advisors Preferred, LLC | History | New | 80,083 | 16,993 | 2.77% | — | 213 | +80,083 | New | Q4 2025 | Feb 02, 2026 |
| VestGen Advisors, LLC | History | Reduced | 78,019 | 16,410 | 0.7% | 0.62% | 214 | -13,286 | -14.55% | Q4 2025 | Feb 17, 2026 |
| Napier Financial, LLC | History | New | 77,792 | 16,362 | 4.09% | — | 215 | +77,792 | New | Q4 2025 | Feb 11, 2026 |
| LYRICAL ASSET MANAGEMENT LP | History | Added to | 77,777 | 16,359 | 0.21% | 0.0% | 216 | +76,519 | 6082.59% | Q4 2025 | Feb 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 76,844 | 16,163 | 0.74% | 0.75% | 217 | -2,958 | -3.71% | Q4 2025 | Feb 02, 2026 |
| NESTEGG ADVISORS, INC. | History | Reduced | 76,544 | 16,100 | 13.75% | 13.85% | 218 | -83 | -0.11% | Q4 2025 | Jan 21, 2026 |
| Ascent Group, LLC | History | Reduced | 75,553 | 15,891 | 0.54% | 0.58% | 219 | -4,827 | -6.01% | Q4 2025 | Jan 20, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 74,969 | 15,769 | 0.97% | 0.95% | 220 | -857 | -1.13% | Q4 2025 | Jan 22, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | New | 72,311 | 15,209 | 10.42% | — | 221 | +72,311 | New | Q4 2025 | Feb 17, 2026 |
| Apella Capital, LLC | History | Reduced | 71,858 | 15,114 | 0.3% | 0.33% | 222 | -1,414 | -1.93% | Q4 2025 | Jan 21, 2026 |
| Newport Capital Group, LLC | History | Added to | 71,196 | 14,974 | 9.15% | 9.05% | 223 | +477 | 0.67% | Q4 2025 | Feb 13, 2026 |
| Ballast, Inc. | History | Added to | 70,978 | 14,929 | 3.49% | 1.93% | 224 | +31,803 | 81.18% | Q4 2025 | Feb 03, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 70,588 | 14,847 | 0.31% | 0.31% | 225 | +559 | 0.8% | Q4 2025 | Feb 18, 2026 |
| Berman McAleer LLC | History | Reduced | 69,831 | 14,688 | 2.01% | 1.99% | 226 | -204 | -0.29% | Q4 2025 | Feb 05, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 67,881 | 14,278 | 0.41% | 0.08% | 227 | +53,525 | 372.84% | Q4 2025 | Feb 10, 2026 |
| WEST BANCORPORATION INC | History | Added to | 66,857 | 14,062 | 7.37% | 7.1% | 228 | +4,173 | 6.66% | Q4 2025 | Jan 29, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 66,786 | 14,047 | 4.36% | 5.24% | 229 | +5,526 | 9.02% | Q4 2025 | Jan 08, 2026 |
| XML Financial, LLC | History | Added to | 66,398 | 13,966 | 1.14% | 1.09% | 230 | +501 | 0.76% | Q4 2025 | Feb 11, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 66,314 | 13,948 | 5.04% | 5.03% | 231 | -641 | -0.96% | Q4 2025 | Jan 26, 2026 |
| CERTUITY, LLC | History | Reduced | 66,075 | 13,898 | 0.87% | 1.02% | 232 | -6,813 | -9.35% | Q4 2025 | Jan 30, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 64,295 | 13,523 | 0.51% | 0.49% | 233 | -445 | -0.69% | Q4 2025 | Feb 12, 2026 |
| FDx Advisors, Inc. | History | Reduced | 63,828 | 13,426 | 6.85% | 4.01% | 234 | -1,583 | -2.42% | Q4 2025 | Feb 10, 2026 |
| Summit Financial, LLC | History | Added to | 63,208 | 13,295 | 0.2% | 0.19% | 235 | +1,377 | 2.23% | Q4 2025 | Feb 13, 2026 |
| Breakwater Capital Group | History | Reduced | 62,239 | 13,091 | 1.83% | 2.0% | 236 | -4,450 | -6.67% | Q4 2025 | Jan 09, 2026 |
| Kelsey Financial, LLC | History | New | 61,396 | 12,914 | 11.09% | — | 237 | +61,396 | New | Q4 2025 | Jan 23, 2026 |
| GLENMEDE TRUST CO NA | History | New | 61,091 | 12,849 | 0.06% | — | 238 | +61,091 | New | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Added to | 60,979 | 12,826 | 0.21% | 0.01% | 239 | +58,849 | 2762.86% | Q4 2025 | Feb 13, 2026 |
| Meramec Financial Planners, LLC | History | New | 56,885 | 12,774 | 4.98% | — | 240 | +56,885 | New | Q4 2025 | Feb 10, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 60,014 | 12,719 | 0.38% | — | 241 | +60,014 | New | Q4 2025 | Feb 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 60,000 | 12,620 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 59,508 | 12,516 | 2.95% | 3.05% | 243 | -1,533 | -2.51% | Q4 2025 | Feb 02, 2026 |
| Haverford Trust Co | History | Reduced | 59,152 | 12,441 | 0.11% | 0.11% | 244 | -3,304 | -5.29% | Q4 2025 | Feb 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 59,068 | 12,424 | 0.19% | 0.18% | 245 | +4,062 | 7.38% | Q4 2025 | Jan 22, 2026 |
| INSIGHT 2811, INC. | History | Reduced | 58,485 | 12,301 | 5.43% | 5.54% | 246 | -2,518 | -4.13% | Q4 2025 | Feb 03, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 58,462 | 12,296 | 0.09% | 0.09% | 247 | -1,002 | -1.69% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 58,280 | 12,258 | 0.17% | 0.14% | 248 | -32 | -0.05% | Q4 2025 | Feb 02, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 56,816 | 11,950 | 4.18% | 4.14% | 249 | -898 | -1.56% | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | Added to | 56,653 | 11,916 | 0.13% | 0.11% | 250 | +7,349 | 14.91% | Q4 2025 | Jan 16, 2026 |
| Prism Advisors, Inc. | History | Reduced | 56,328 | 11,848 | 3.16% | 4.01% | 251 | -16,503 | -22.66% | Q4 2025 | Jan 23, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 56,097 | 11,799 | 0.43% | 0.43% | 252 | -162 | -0.29% | Q4 2025 | Feb 02, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 56,051 | 11,789 | 0.21% | 0.23% | 253 | -1,243 | -2.17% | Q4 2025 | Jan 07, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 55,896 | 11,757 | 0.88% | 0.85% | 254 | +2,440 | 4.56% | Q4 2025 | Feb 04, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 53,689 | 11,729 | 0.29% | 0.29% | 255 | -3 | -0.01% | Q4 2025 | Jan 28, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 55,449 | 11,663 | 4.34% | 4.35% | 256 | +1,624 | 3.02% | Q4 2025 | Feb 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 54,245 | 11,409 | 0.64% | 0.64% | 257 | +827 | 1.55% | Q4 2025 | Jan 14, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 54,137 | 11,387 | 0.06% | 0.05% | 258 | +1,825 | 3.49% | Q4 2025 | Feb 09, 2026 |
| Advisory Services Network, LLC | History | Added to | 53,907 | 11,338 | 0.16% | 0.11% | 259 | +17,244 | 47.03% | Q4 2025 | Feb 17, 2026 |
| FMA Wealth Management, LLC | History | Reduced | 53,861 | 11,329 | 7.34% | 7.74% | 260 | -1,557 | -2.81% | Q4 2025 | Jan 13, 2026 |
| Newton One Investments LLC | History | Reduced | 51,527 | 10,838 | 3.2% | 3.11% | 261 | -137 | -0.27% | Q4 2025 | Jan 23, 2026 |
| BESSEMER GROUP INC | History | Added to | 51,119 | 10,753 | 0.02% | 0.02% | 262 | +21 | 0.04% | Q4 2025 | Feb 05, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 50,291 | 10,578 | 0.49% | 0.58% | 263 | -3,093 | -5.79% | Q4 2025 | Jan 14, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 49,434 | 10,398 | 1.6% | 1.74% | 264 | -2,727 | -5.23% | Q4 2025 | Feb 03, 2026 |
| Montecito Bank & Trust | History | Reduced | 48,839 | 10,272 | 1.64% | 1.55% | 265 | -318 | -0.65% | Q4 2025 | Jan 09, 2026 |
| NWAM LLC | History | Added to | 48,117 | 10,188 | 0.57% | 0.52% | 266 | +825 | 1.74% | Q4 2025 | Feb 04, 2026 |
| Diversified Trust Co | History | Added to | 48,360 | 10,172 | 0.19% | 0.2% | 267 | +394 | 0.82% | Q4 2025 | Jan 09, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 48,289 | 10,157 | 0.18% | 0.17% | 268 | +3,316 | 7.37% | Q4 2025 | Feb 17, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 47,793 | 10,052 | 0.72% | 0.71% | 269 | +649 | 1.38% | Q4 2025 | Feb 11, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 47,625 | 10,017 | 0.1% | 0.11% | 270 | -3,812 | -7.41% | Q4 2025 | Jan 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 46,955 | 9,876 | 0.19% | 0.21% | 271 | -3,062 | -6.12% | Q4 2025 | Jan 14, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 46,445 | 9,769 | 0.22% | 0.21% | 272 | +1,089 | 2.4% | Q4 2025 | Feb 04, 2026 |
| Visionary Wealth Advisors | History | Reduced | 46,281 | 9,734 | 0.44% | 0.46% | 273 | -1,843 | -3.83% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 45,956 | 9,666 | 0.11% | 0.09% | 274 | +8,295 | 22.03% | Q4 2025 | Feb 05, 2026 |
| NorthRock Partners, LLC | History | Added to | 45,783 | 9,630 | 0.16% | 0.14% | 275 | +8,528 | 22.89% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 45,222 | 9,512 | 0.11% | 0.11% | 276 | -17,194 | -27.55% | Q4 2025 | Feb 13, 2026 |
| SCS Capital Management LLC | History | Reduced | 44,941 | 9,452 | 0.1% | 0.13% | 277 | -12,417 | -21.65% | Q4 2025 | Feb 10, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 44,676 | 9,397 | 0.5% | 0.45% | 278 | +4,074 | 10.03% | Q4 2025 | Jan 15, 2026 |
| Oldfather Financial Services, LLC | History | Reduced | 43,987 | 9,252 | 2.75% | 2.81% | 279 | -262 | -0.59% | Q4 2025 | Jan 16, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 43,949 | 9,244 | 0.08% | 0.08% | 280 | -647 | -1.45% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 43,827 | 9,218 | 0.17% | 0.18% | 281 | -871 | -1.95% | Q4 2025 | Jan 23, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 43,599 | 9,167 | 2.06% | 2.04% | 282 | +59 | 0.14% | Q4 2025 | Feb 03, 2026 |
| MetLife Investment Management, LLC | History | Added to | 43,300 | 9,107 | 0.04% | 0.03% | 283 | +8,000 | 22.66% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 43,261 | 9,099 | 0.44% | 0.86% | 284 | -44,694 | -50.81% | Q4 2025 | Jan 20, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 42,623 | 8,965 | 0.55% | 0.51% | 285 | +2,427 | 6.04% | Q4 2025 | Feb 13, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 42,167 | 8,869 | 0.49% | 0.5% | 286 | -1,289 | -2.97% | Q4 2025 | Feb 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 41,694 | 8,769 | 0.64% | 0.72% | 287 | -3,613 | -7.97% | Q4 2025 | Feb 09, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 41,676 | 8,767 | 0.69% | 0.79% | 288 | -516 | -1.22% | Q4 2025 | Feb 11, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 41,665 | 8,763 | 0.82% | 0.81% | 289 | +415 | 1.01% | Q4 2025 | Jan 23, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 41,178 | 8,737 | 0.01% | 0.01% | 290 | -392 | -0.94% | Q4 2025 | Jan 15, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 41,442 | 8,717 | 0.19% | 0.73% | 291 | -875,513 | -95.48% | Q4 2025 | Feb 20, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Added to | 41,105 | 8,646 | 0.31% | 0.02% | 292 | +38,828 | 1705.23% | Q4 2025 | Feb 13, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 38,411 | 8,625 | 0.2% | 0.2% | 293 | -457 | -1.18% | Q4 2025 | Feb 09, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 40,866 | 8,595 | 0.22% | 0.18% | 294 | +9,163 | 28.9% | Q4 2025 | Feb 17, 2026 |
| Quent Capital, LLC | History | Reduced | 40,804 | 8,582 | 0.62% | 0.72% | 295 | -1,196 | -2.85% | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 40,577 | 8,535 | 0.1% | 0.08% | 296 | +7,396 | 22.29% | Q4 2025 | Jan 20, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 39,918 | 8,396 | 0.39% | 0.4% | 297 | -786 | -1.93% | Q4 2025 | Feb 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 39,631 | 8,336 | 0.4% | 0.24% | 298 | +15,967 | 67.47% | Q4 2025 | Feb 04, 2026 |
| Veratis Advisors, Inc. | History | New | 36,978 | 8,251 | 6.53% | — | 299 | +36,978 | New | Q4 2025 | Feb 18, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 39,225 | 8,250 | 0.43% | 0.29% | 300 | +13,056 | 49.89% | Q4 2025 | Mar 04, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 38,744 | 8,149 | 0.47% | 0.48% | 301 | -480 | -1.22% | Q4 2025 | Jan 29, 2026 |
| Sepio Capital, LP | History | Added to | 38,615 | 8,122 | 0.44% | 0.1% | 302 | +30,598 | 381.66% | Q4 2025 | Feb 12, 2026 |
| Sunburst Financial Group, LLC | History | No change | 38,451 | 8,087 | 1.64% | 1.65% | 303 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Stegner Investment Associates Inc. | History | Added to | 38,389 | 8,074 | 4.29% | 2.97% | 304 | +11,816 | 44.47% | Q4 2025 | Jan 30, 2026 |
| Parallel Advisors, LLC | History | Reduced | 38,330 | 8,062 | 0.15% | 0.14% | 305 | -124 | -0.32% | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 38,223 | 8,039 | 0.08% | 0.07% | 306 | +3,310 | 9.48% | Q4 2025 | Feb 13, 2026 |
| Sierra Capital LLC | History | Added to | 37,492 | 7,886 | 0.83% | 0.84% | 307 | +17 | 0.05% | Q4 2025 | Feb 18, 2026 |
| Independence Asset Advisors, LLC | History | Reduced | 37,250 | 7,835 | 4.32% | 29.68% | 308 | -306,319 | -89.16% | Q4 2025 | Feb 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 37,146 | 7,813 | 0.05% | 0.05% | 309 | -3,881 | -9.46% | Q4 2025 | Feb 09, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Added to | 37,114 | 7,806 | 1.09% | 1.08% | 310 | +91 | 0.25% | Q4 2025 | Feb 17, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 37,041 | 7,791 | 1.03% | 0.96% | 311 | +62 | 0.17% | Q4 2025 | Jan 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 37,307 | 7,743 | 0.19% | 0.14% | 312 | +383 | 1.04% | Q4 2025 | Feb 11, 2026 |
| Hilltop Holdings Inc. | History | Added to | 36,660 | 7,711 | 0.46% | 0.05% | 313 | +32,055 | 696.09% | Q4 2025 | Feb 17, 2026 |
| ASPIRIANT, LLC | History | Reduced | 36,641 | 7,707 | 0.22% | 0.23% | 314 | -268 | -0.73% | Q4 2025 | Jan 20, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 36,567 | 7,691 | 0.01% | 0.01% | 315 | -30,955 | -45.84% | Q4 2025 | Feb 12, 2026 |
| CFM WEALTH PARTNERS LLC | History | Reduced | 36,495 | 7,676 | 1.11% | 1.09% | 316 | -421 | -1.14% | Q4 2025 | Jan 27, 2026 |
| Astoria Strategic Wealth, Inc. | History | Reduced | 36,425 | 7,661 | 1.93% | 1.95% | 317 | -1,480 | -3.9% | Q4 2025 | Feb 05, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 36,301 | 7,635 | 0.2% | 0.2% | 318 | -600 | -1.63% | Q4 2025 | Feb 06, 2026 |
| Savvy Advisors, Inc. | History | Added to | 36,248 | 7,624 | 0.25% | 0.01% | 319 | +34,890 | 2569.22% | Q4 2025 | Jan 20, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 36,128 | 7,599 | 0.1% | 0.1% | 320 | -917 | -2.48% | Q4 2025 | Jan 30, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 36,056 | 7,584 | 0.11% | 0.06% | 321 | +17,559 | 94.93% | Q4 2025 | Feb 09, 2026 |
| Finley Financial, LLC | History | Reduced | 35,881 | 7,547 | 3.46% | 3.39% | 322 | -100 | -0.28% | Q4 2025 | Jan 21, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 35,660 | 7,500 | 1.05% | 0.55% | 323 | +17,118 | 92.32% | Q4 2025 | Feb 06, 2026 |
| Sowell Financial Services LLC | History | Added to | 35,582 | 7,484 | 0.27% | 0.26% | 324 | +2,212 | 6.63% | Q4 2025 | Jan 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 35,547 | 7,477 | 0.08% | 0.06% | 325 | +16,339 | 85.06% | Q4 2025 | Jan 23, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 35,327 | 7,430 | 0.26% | 0.26% | 326 | +236 | 0.67% | Q4 2025 | Jan 15, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 35,289 | 7,422 | 0.11% | 0.12% | 327 | -2,351 | -6.25% | Q4 2025 | Jan 20, 2026 |
| AlTi Global, Inc. | History | Reduced | 35,222 | 7,408 | 0.16% | 0.18% | 328 | -1,935 | -5.21% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 35,047 | 7,371 | 0.77% | 0.69% | 329 | +6,004 | 20.67% | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 35,034 | 7,369 | 0.01% | 0.01% | 330 | +681 | 1.98% | Q4 2025 | Feb 13, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 34,901 | 7,341 | 0.3% | 0.3% | 331 | +5,192 | 17.48% | Q4 2025 | Jan 28, 2026 |
| Raub Brock Capital Management LP | History | Added to | 34,724 | 7,303 | 1.63% | 1.52% | 332 | +114 | 0.33% | Q4 2025 | Jan 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 34,549 | 7,267 | 0.1% | 0.08% | 333 | +15,078 | 77.44% | Q4 2025 | Feb 06, 2026 |
| REBALANCE, LLC | History | Reduced | 34,508 | 7,258 | 0.42% | 0.53% | 334 | -8,416 | -19.61% | Q4 2025 | Jan 15, 2026 |
| Widmann Financial Services, Inc. | History | Added to | 34,284 | 7,211 | 4.41% | 4.29% | 335 | +797 | 2.38% | Q4 2025 | Feb 18, 2026 |
| EASTERN BANK | History | Added to | 33,512 | 7,048 | 0.12% | 0.12% | 336 | +360 | 1.09% | Q4 2025 | Jan 14, 2026 |
| WHITTIER TRUST CO | History | Added to | 31,763 | 6,878 | 0.07% | 0.07% | 337 | +770 | 2.48% | Q4 2025 | Jan 26, 2026 |
| Tandem Financial, LLC | History | Added to | 36,825 | 6,817 | 8.17% | 1.52% | 338 | +16,766 | 83.58% | Q4 2025 | Feb 10, 2026 |
| MidFirst Bank | History | New | 32,324 | 6,799 | 0.54% | — | 339 | +32,324 | New | Q4 2025 | Feb 25, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 32,176 | 6,767 | 0.16% | 0.15% | 340 | +753 | 2.4% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 32,114 | 6,754 | 0.0% | 0.0% | 341 | +2,767 | 9.43% | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | Added to | 32,037 | 6,738 | 0.01% | 0.01% | 342 | +10,002 | 45.39% | Q4 2025 | Jan 23, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 31,963 | 6,723 | 1.14% | 1.17% | 343 | -1,613 | -4.8% | Q4 2025 | Jan 27, 2026 |
| VANGUARD GROUP INC | History | Added to | 31,708 | 6,669 | 0.0% | 0.0% | 344 | +156 | 0.49% | Q4 2025 | Jan 29, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Reduced | 31,530 | 6,632 | 4.26% | 4.28% | 345 | -539 | -1.68% | Q4 2025 | Feb 04, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 31,469 | 6,619 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Auour Investments LLC | History | Reduced | 31,340 | 6,591 | 2.1% | 2.15% | 347 | -1,062 | -3.28% | Q4 2025 | Jan 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 31,293 | 6,582 | 0.2% | 0.21% | 348 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 31,155 | 6,553 | 0.91% | 1.19% | 349 | -10,830 | -25.79% | Q4 2025 | Jan 26, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 30,524 | 6,469 | 0.25% | 0.24% | 350 | +11,188 | 57.86% | Q4 2025 | Feb 13, 2026 |
| Cullen Capital Management, LLC | History | Added to | 30,562 | 6,428 | 0.07% | 0.0% | 351 | +28,946 | 1791.21% | Q4 2025 | Feb 13, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 30,378 | 6,389 | 0.27% | 0.27% | 352 | -675 | -2.17% | Q4 2025 | Feb 10, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Reduced | 30,371 | 6,388 | 0.42% | 0.68% | 353 | -19,782 | -39.44% | Q4 2025 | Jan 27, 2026 |
| Pointe Capital Management LLC | History | Added to | 30,093 | 6,329 | 3.14% | 2.8% | 354 | +1,940 | 6.89% | Q4 2025 | Feb 17, 2026 |
| Red Tortoise LLC | History | Added to | 30,036 | 6,317 | 2.68% | 2.64% | 355 | +125 | 0.42% | Q4 2025 | Jan 22, 2026 |
| Global Retirement Partners, LLC | History | Added to | 29,976 | 6,305 | 0.11% | 0.11% | 356 | +5,216 | 21.07% | Q4 2025 | Feb 06, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 29,724 | 6,252 | 0.24% | 0.24% | 357 | -368 | -1.22% | Q4 2025 | Feb 17, 2026 |
| Hardy Reed LLC | History | No change | 29,678 | 6,242 | 0.45% | 0.44% | 358 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Disciplined Investments, LLC | History | Added to | 29,628 | 6,231 | 2.4% | 2.39% | 359 | +85 | 0.29% | Q4 2025 | Feb 05, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 29,362 | 6,230 | 1.27% | 1.23% | 360 | -50 | -0.17% | Q4 2025 | Jan 07, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 29,577 | 6,221 | 0.58% | 0.58% | 361 | -467 | -1.55% | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 29,526 | 6,210 | 0.0% | — | 362 | +29,526 | New | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 29,401 | 6,184 | 0.01% | — | 363 | +29,401 | New | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | Added to | 29,157 | 6,132 | 0.09% | 0.09% | 364 | +111 | 0.38% | Q4 2025 | Feb 02, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 29,020 | 6,103 | 2.42% | 2.39% | 365 | +381 | 1.33% | Q4 2025 | Jan 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 28,953 | 6,089 | 0.03% | 0.03% | 366 | +788 | 2.8% | Q4 2025 | Feb 12, 2026 |
| Ballentine Partners, LLC | History | Reduced | 28,746 | 6,046 | 0.08% | 0.08% | 367 | -392 | -1.35% | Q4 2025 | Feb 03, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 28,681 | 6,032 | 1.66% | 1.85% | 368 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 28,647 | 6,025 | 0.33% | 0.32% | 369 | +946 | 3.42% | Q4 2025 | Feb 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 27,823 | 6,025 | 0.13% | 0.12% | 370 | -320 | -1.14% | Q4 2025 | Jan 26, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 28,583 | 6,012 | 1.68% | 1.64% | 371 | -125 | -0.44% | Q4 2025 | Feb 11, 2026 |
| Brightwater Advisory LLC | History | No change | 28,246 | 5,941 | 4.01% | 3.95% | 372 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 27,855 | 5,859 | 2.66% | 2.62% | 373 | +1,063 | 3.97% | Q4 2025 | Jan 16, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 28,573 | 5,845 | 0.61% | 0.64% | 374 | -62 | -0.22% | Q4 2025 | Feb 12, 2026 |
| Piedmont Capital Management, LLC/NC | History | New | 27,500 | 5,784 | 3.8% | — | 375 | +27,500 | New | Q4 2025 | Feb 13, 2026 |
| SOL Capital Management CO | History | Added to | 27,399 | 5,763 | 0.52% | 0.48% | 376 | +1,005 | 3.81% | Q4 2025 | Jan 30, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 27,314 | 5,745 | 0.04% | 0.03% | 377 | +7,767 | 39.73% | Q4 2025 | Jan 29, 2026 |
| Aureus Asset Management, LLC | History | No change | 27,245 | 5,730 | 0.37% | 0.36% | 378 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 26,694 | 5,614 | 0.07% | 0.07% | 379 | +261 | 0.99% | Q4 2025 | Jan 21, 2026 |
| HBK INVESTMENTS L P | History | New | 26,600 | 5,595 | 0.04% | — | 380 | +26,600 | New | Q4 2025 | Feb 17, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 26,447 | 5,562 | 0.24% | 0.14% | 381 | +9,778 | 58.66% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 26,396 | 5,553 | 0.13% | 0.14% | 382 | -201 | -0.76% | Q4 2025 | Feb 17, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 26,389 | 5,550 | 0.09% | 0.07% | 383 | +4,513 | 20.63% | Q4 2025 | Jan 13, 2026 |
| POTENTIA WEALTH | History | Reduced | 26,364 | 5,545 | 2.03% | 2.1% | 384 | -645 | -2.39% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 26,099 | 5,489 | 0.07% | 0.07% | 385 | +781 | 3.08% | Q4 2025 | Jan 26, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 26,016 | 5,477 | 0.31% | 0.34% | 386 | +9,084 | 53.65% | Q4 2025 | Jan 29, 2026 |
| Community Bank, N.A. | History | Reduced | 25,869 | 5,441 | 0.64% | 0.67% | 387 | -1,205 | -4.45% | Q4 2025 | Feb 04, 2026 |
| Next Capital Management LLC | History | Added to | 25,679 | 5,401 | 1.73% | 1.62% | 388 | +1,785 | 7.47% | Q4 2025 | Feb 11, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 25,673 | 5,400 | 0.65% | 0.66% | 389 | +31 | 0.12% | Q4 2025 | Jan 20, 2026 |
| KLCM Advisors, Inc. | History | New | 25,436 | 5,350 | 0.46% | — | 390 | +25,436 | New | Q4 2025 | Feb 04, 2026 |
| SG Americas Securities, LLC | History | Added to | 25,370 | 5,336 | 0.01% | 0.0% | 391 | +18,939 | 294.5% | Q4 2025 | Jan 09, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 25,202 | 5,301 | 0.1% | 0.1% | 392 | +65 | 0.26% | Q4 2025 | Feb 12, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 24,995 | 5,257 | 3.84% | 3.98% | 393 | -63 | -0.25% | Q4 2025 | Jan 21, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | New | 24,953 | 5,248 | 0.75% | — | 394 | +24,953 | New | Q4 2025 | Jan 21, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 24,883 | 5,233 | 0.03% | 0.03% | 395 | -416 | -1.64% | Q4 2025 | Feb 03, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 24,833 | 5,223 | 0.15% | 0.15% | 396 | -529 | -2.09% | Q4 2025 | Feb 10, 2026 |
| Alta Wealth Advisors LLC | History | Reduced | 24,664 | 5,187 | 1.73% | 1.84% | 397 | -599 | -2.37% | Q4 2025 | Feb 03, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 24,583 | 5,170 | 0.43% | 0.44% | 398 | -123 | -0.5% | Q4 2025 | Feb 09, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 24,540 | 5,161 | 0.58% | 0.61% | 399 | -1,188 | -4.62% | Q4 2025 | Jan 08, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 24,451 | 5,142 | 0.64% | 0.65% | 400 | +100 | 0.41% | Q4 2025 | Feb 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 24,394 | 5,131 | 0.09% | 0.09% | 401 | -1,999 | -7.57% | Q4 2025 | Jan 28, 2026 |
| Clarius Group, LLC | History | Added to | 24,276 | 5,106 | 0.29% | 0.27% | 402 | +1,500 | 6.59% | Q4 2025 | Jan 14, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Reduced | 24,238 | 5,098 | 2.19% | 2.32% | 403 | -1,080 | -4.27% | Q4 2025 | Jan 12, 2026 |
| Caprock Group, LLC | History | Added to | 24,190 | 5,088 | 0.11% | 0.09% | 404 | +5,328 | 28.25% | Q4 2025 | Jan 28, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 24,181 | 5,086 | 0.21% | 0.02% | 405 | +22,053 | 1036.33% | Q4 2025 | Jan 16, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 24,165 | 5,082 | 0.27% | 0.26% | 406 | +238 | 0.99% | Q4 2025 | Feb 11, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 24,056 | 5,059 | 0.87% | 0.99% | 407 | -6,162 | -20.39% | Q4 2025 | Feb 13, 2026 |
| CASTLEARK MANAGEMENT LLC | History | New | 24,040 | 5,056 | 0.15% | — | 408 | +24,040 | New | Q4 2025 | Feb 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 23,820 | 5,010 | 0.0% | 0.0% | 409 | -4,995 | -17.33% | Q4 2025 | Feb 13, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 23,500 | 4,943 | 3.31% | 3.24% | 410 | -103 | -0.44% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 23,496 | 4,942 | 0.47% | 0.47% | 411 | +65 | 0.28% | Q4 2025 | Jan 28, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 23,465 | 4,935 | 0.1% | 0.12% | 412 | -4,568 | -16.3% | Q4 2025 | Feb 13, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 23,333 | 4,907 | 1.64% | 1.74% | 413 | +440 | 1.92% | Q4 2025 | Feb 06, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 23,320 | 4,905 | 1.84% | 1.9% | 414 | -863 | -3.57% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | Added to | 23,186 | 4,876 | 0.06% | 0.07% | 415 | +426 | 1.87% | Q4 2025 | Feb 13, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 23,077 | 4,854 | 0.54% | 0.63% | 416 | -1,031 | -4.28% | Q4 2025 | Jan 26, 2026 |
| Clearbridge Investments, LLC | History | Added to | 23,060 | 4,850 | 0.0% | 0.0% | 417 | +21,788 | 1712.89% | Q4 2025 | Feb 11, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 22,910 | 4,818 | 0.15% | 0.15% | 418 | +67 | 0.29% | Q4 2025 | Jan 21, 2026 |
| Tolleson Wealth Management, Inc. | History | Reduced | 22,851 | 4,806 | 0.69% | 0.73% | 419 | -416 | -1.79% | Q4 2025 | Feb 17, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 22,775 | 4,790 | 0.41% | 0.38% | 420 | +1,211 | 5.62% | Q4 2025 | Jan 21, 2026 |
| M.D. Sass, LLC | History | New | 22,751 | 4,785 | 0.38% | — | 421 | +22,751 | New | Q4 2025 | Feb 10, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 22,743 | 4,783 | 0.09% | 0.1% | 422 | -2,309 | -9.22% | Q4 2025 | Feb 04, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 22,704 | 4,775 | 0.0% | 0.0% | 423 | +20,348 | 863.67% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | Added to | 22,677 | 4,769 | 0.16% | 0.15% | 424 | +1,140 | 5.29% | Q4 2025 | Jan 14, 2026 |
| Capital World Investors | History | Added to | 22,320 | 4,730 | 0.0% | 0.0% | 425 | +15,262 | 216.24% | Q4 2025 | Feb 11, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | Reduced | 22,482 | 4,728 | 1.09% | 1.11% | 426 | -1,217 | -5.14% | Q4 2025 | Feb 11, 2026 |
| Asset Management Group, Inc. | History | Added to | 22,452 | 4,722 | 0.76% | 0.74% | 427 | +103 | 0.46% | Q4 2025 | Feb 17, 2026 |
| Riverview Capital Advisers, LLC | History | Reduced | 22,327 | 4,696 | 1.42% | 1.37% | 428 | -939 | -4.04% | Q4 2025 | Feb 17, 2026 |
| W ADVISORS, LLC | History | Added to | 22,199 | 4,669 | 2.35% | 2.14% | 429 | +2,254 | 11.3% | Q4 2025 | Feb 13, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 22,199 | 4,669 | 0.35% | 0.32% | 430 | +1,563 | 7.57% | Q4 2025 | Jan 16, 2026 |
| Mutual Advisors, LLC | History | Added to | 22,125 | 4,653 | 0.1% | 0.1% | 431 | +22 | 0.1% | Q4 2025 | Feb 02, 2026 |
| Vise Technologies, Inc. | History | Added to | 21,947 | 4,616 | 0.09% | 0.05% | 432 | +14,978 | 214.92% | Q4 2025 | Feb 11, 2026 |
| Columbus Macro, LLC | History | Reduced | 21,881 | 4,602 | 0.5% | 0.54% | 433 | -1,324 | -5.71% | Q4 2025 | Jan 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 21,616 | 4,546 | 0.0% | 0.0% | 434 | +19,657 | 1003.42% | Q4 2025 | Feb 17, 2026 |
| SMITH, MOORE & CO. | History | Added to | 21,500 | 4,522 | 0.34% | 0.33% | 435 | +249 | 1.17% | Q4 2025 | Jan 23, 2026 |
| DT Investment Partners, LLC | History | No change | 21,180 | 4,455 | 0.37% | 0.36% | 436 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FC Advisory LLC | History | Reduced | 21,120 | 4,442 | 1.28% | 1.31% | 437 | -802 | -3.66% | Q4 2025 | Jan 13, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Added to | 21,059 | 4,429 | 0.99% | 0.29% | 438 | +11,601 | 122.66% | Q4 2025 | Feb 11, 2026 |
| Centennial Bank/AR/ | History | Reduced | 21,043 | 4,426 | 1.76% | 2.05% | 439 | -4,619 | -18.0% | Q4 2025 | Feb 17, 2026 |
| Capital International Investors | History | Added to | 20,859 | 4,420 | 0.0% | 0.0% | 440 | +14,720 | 239.78% | Q4 2025 | Feb 11, 2026 |
| Glenview Trust Co | History | Added to | 20,967 | 4,410 | 0.07% | 0.07% | 441 | +614 | 3.02% | Q4 2025 | Feb 09, 2026 |
| EQUITABLE TRUST CO | History | No change | 20,933 | 4,403 | 0.2% | 0.2% | 442 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Fiduciary Wealth Partners, LLC | History | No change | 20,822 | 4,379 | 1.8% | 1.78% | 443 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | New | 20,795 | 4,374 | 0.45% | — | 444 | +20,795 | New | Q4 2025 | Feb 09, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 20,682 | 4,350 | 0.56% | 0.43% | 445 | +4,234 | 25.74% | Q4 2025 | Jan 22, 2026 |
| Merit Financial Group, LLC | History | Added to | 20,382 | 4,287 | 0.03% | 0.03% | 446 | +3,434 | 20.26% | Q4 2025 | Jan 26, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Added to | 20,249 | 4,259 | 2.87% | 2.99% | 447 | +184 | 0.92% | Q4 2025 | Feb 17, 2026 |
| Legal & General Group Plc | History | Reduced | 20,121 | 4,254 | 0.0% | 0.0% | 448 | -5,695 | -22.06% | Q4 2025 | Feb 09, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 20,195 | 4,247 | 0.08% | 0.09% | 449 | -1,818 | -8.26% | Q4 2025 | Jan 16, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 19,923 | 4,190 | 0.21% | 0.21% | 450 | -1,261 | -5.95% | Q4 2025 | Feb 02, 2026 |
| Holistic Financial Partners | History | Reduced | 19,922 | 4,190 | 1.52% | 1.68% | 451 | -182 | -0.91% | Q4 2025 | Jan 07, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 19,730 | 4,150 | 0.27% | 0.27% | 452 | -23 | -0.12% | Q4 2025 | Jan 20, 2026 |
| Acropolis Investment Management, LLC | History | No change | 19,692 | 4,142 | 0.19% | 0.19% | 453 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 19,654 | 4,134 | 0.31% | 0.33% | 454 | +130 | 0.67% | Q4 2025 | Jan 07, 2026 |
| Serenus Wealth Advisors, LLC | History | No change | 19,537 | 4,109 | 0.8% | 0.68% | 455 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 19,534 | 4,108 | 0.54% | — | 456 | +19,534 | New | Q4 2025 | Feb 04, 2026 |
| NBC SECURITIES, INC. | History | Added to | 19,516 | 4,105 | 0.31% | 0.29% | 457 | +1,254 | 6.87% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 19,470 | 4,095 | 0.05% | 0.06% | 458 | -6,453 | -24.89% | Q4 2025 | Feb 11, 2026 |
| Stillwater Capital Advisors, LLC | History | Reduced | 19,373 | 4,074 | 0.44% | 0.46% | 459 | -583 | -2.92% | Q4 2025 | Jan 14, 2026 |
| Bank of Jackson Hole Trust | History | Reduced | 19,350 | 4,070 | 1.93% | 1.98% | 460 | -118 | -0.61% | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | Added to | 19,282 | 4,055 | 0.07% | 0.04% | 461 | +9,969 | 107.04% | Q4 2025 | Mar 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 19,268 | 4,052 | 0.0% | — | 462 | +19,268 | New | Q4 2025 | Feb 17, 2026 |
| Procyon Advisors, LLC | History | Added to | 19,112 | 4,020 | 0.2% | 0.19% | 463 | +3,400 | 21.64% | Q4 2025 | Jan 07, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 18,980 | 3,992 | 0.22% | 0.21% | 464 | -725 | -3.68% | Q4 2025 | Feb 06, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 18,952 | 3,986 | 0.27% | 0.24% | 465 | +1,521 | 8.73% | Q4 2025 | Feb 13, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 18,930 | 3,981 | 1.76% | 1.75% | 466 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 18,917 | 3,979 | 0.56% | 0.62% | 467 | -235 | -1.23% | Q4 2025 | Jan 12, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 18,836 | 3,961 | 0.18% | 0.1% | 468 | +8,622 | 84.41% | Q4 2025 | Feb 17, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 18,775 | 3,949 | 1.43% | 1.51% | 470 | -607 | -3.13% | Q4 2025 | Jan 27, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 18,779 | 3,949 | 0.37% | 0.37% | 469 | -46 | -0.24% | Q4 2025 | Feb 17, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 18,701 | 3,933 | 0.06% | 0.01% | 471 | +14,866 | 387.64% | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 18,688 | 3,930 | 0.42% | 0.48% | 472 | -2,805 | -13.05% | Q4 2025 | Feb 13, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 18,685 | 3,930 | 1.43% | 1.48% | 473 | -126 | -0.67% | Q4 2025 | Jan 15, 2026 |
| Argyle Capital Partners, LLC | History | Reduced | 18,555 | 3,902 | 2.85% | 2.82% | 474 | -755 | -3.91% | Q4 2025 | Feb 17, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 18,534 | 3,898 | 0.26% | 0.26% | 475 | -129 | -0.69% | Q4 2025 | Jan 27, 2026 |
| St. Louis Trust Co | History | No change | 18,368 | 3,863 | 0.44% | 0.47% | 476 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 18,258 | 3,840 | 1.05% | 0.99% | 477 | +406 | 2.27% | Q4 2025 | Feb 04, 2026 |
| Busey Bank | History | Reduced | 18,213 | 3,830 | 0.1% | 0.1% | 478 | -92 | -0.5% | Q4 2025 | Jan 27, 2026 |
| One Capital Management, LLC | History | Added to | 17,981 | 3,782 | 0.11% | 0.11% | 479 | +1,070 | 6.33% | Q4 2025 | Feb 10, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 17,929 | 3,771 | 0.21% | 0.22% | 480 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 17,921 | 3,769 | 0.38% | 0.38% | 481 | -315 | -1.73% | Q4 2025 | Feb 13, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 17,809 | 3,745 | 0.21% | 0.22% | 482 | -36 | -0.2% | Q4 2025 | Feb 10, 2026 |
| Goodman Financial Corp | History | No change | 17,805 | 3,745 | 0.71% | 0.71% | 483 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 17,794 | 3,742 | 0.03% | — | 484 | +17,794 | New | Q4 2025 | Feb 12, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | New | 17,577 | 3,697 | 0.16% | — | 485 | +17,577 | New | Q4 2025 | Feb 02, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 17,147 | 3,606 | 0.51% | 0.54% | 486 | -241 | -1.39% | Q4 2025 | Feb 13, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 17,112 | 3,599 | 1.8% | 1.82% | 487 | -1,092 | -6.0% | Q4 2025 | Feb 12, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 16,986 | 3,572 | 0.38% | 0.37% | 488 | +652 | 3.99% | Q4 2025 | Jan 28, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 16,887 | 3,552 | 1.19% | 1.32% | 489 | -4,256 | -20.13% | Q4 2025 | Jan 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 16,645 | 3,501 | 0.06% | 0.05% | 490 | +2,905 | 21.14% | Q4 2025 | Jan 22, 2026 |
| GAMMA Investing LLC | History | Added to | 16,553 | 3,481 | 0.17% | 0.17% | 491 | +992 | 6.37% | Q4 2025 | Jan 05, 2026 |
| Cambria Investment Management, L.P. | History | New | 16,536 | 3,478 | 0.2% | — | 492 | +16,536 | New | Q4 2025 | Feb 17, 2026 |
| Grove Bank & Trust | History | Added to | 16,421 | 3,453 | 0.39% | 0.39% | 493 | +225 | 1.39% | Q4 2025 | Jan 08, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 16,382 | 3,446 | 0.06% | 0.05% | 494 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 16,376 | 3,444 | 0.48% | 0.52% | 495 | -198 | -1.19% | Q4 2025 | Jan 09, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 16,325 | 3,433 | 0.11% | 0.11% | 496 | -155 | -0.94% | Q4 2025 | Jan 06, 2026 |
| Opes Wealth Management LLC | History | Added to | 16,324 | 3,433 | 0.56% | 0.57% | 497 | +10 | 0.06% | Q4 2025 | Feb 02, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 16,292 | 3,426 | 0.12% | 0.01% | 498 | +15,285 | 1517.87% | Q4 2025 | Feb 09, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 16,271 | 3,422 | 0.08% | 0.08% | 499 | +326 | 2.04% | Q4 2025 | Feb 09, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 15,990 | 3,363 | 0.2% | 0.22% | 500 | -2,734 | -14.6% | Q4 2025 | Jan 30, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 15,943 | 3,353 | 0.39% | 0.41% | 501 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Azimuth Capital Investment Management LLC | History | Reduced | 15,913 | 3,347 | 0.12% | 0.12% | 502 | -500 | -3.05% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Added to | 15,872 | 3,338 | 0.07% | 0.06% | 503 | +192 | 1.22% | Q4 2025 | Feb 17, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 15,856 | 3,335 | 0.2% | 0.17% | 504 | +1,683 | 11.87% | Q4 2025 | Jan 29, 2026 |
| Magnus Financial Group LLC | History | Reduced | 15,801 | 3,323 | 0.25% | 0.28% | 505 | -1,537 | -8.86% | Q4 2025 | Jan 07, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 15,780 | 3,319 | 1.33% | 1.32% | 506 | +150 | 0.96% | Q4 2025 | Jan 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 15,769 | 3,316 | 0.15% | 0.17% | 507 | +160 | 1.03% | Q4 2025 | Feb 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 15,651 | 3,292 | 0.06% | 0.06% | 508 | +2,462 | 18.67% | Q4 2025 | Feb 19, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 15,609 | 3,283 | 1.6% | 1.56% | 509 | +95 | 0.61% | Q4 2025 | Feb 09, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Added to | 15,418 | 3,243 | 0.14% | 0.03% | 510 | +11,418 | 285.45% | Q4 2025 | Feb 12, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 15,355 | 3,230 | 1.21% | 1.21% | 511 | -49 | -0.32% | Q4 2025 | Jan 23, 2026 |
| Allen Investment Management, LLC | History | No change | 15,188 | 3,194 | 0.04% | 0.03% | 512 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 15,178 | 3,192 | 0.14% | 0.09% | 513 | +5,084 | 50.37% | Q4 2025 | Feb 09, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 15,178 | 3,192 | 0.37% | 0.37% | 514 | -428 | -2.74% | Q4 2025 | Jan 29, 2026 |
| Pathway Financial Advisors LLC | History | No change | 14,660 | 3,174 | 0.4% | 0.4% | 515 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 15,000 | 3,155 | 2.07% | 2.25% | 516 | -1,594 | -9.61% | Q4 2025 | Jan 21, 2026 |
| BG Investment Services, LLC | History | Reduced | 14,952 | 3,145 | 2.8% | 3.08% | 517 | -370 | -2.41% | Q4 2025 | Feb 05, 2026 |
| INVESTED ADVISORS | History | Added to | 14,934 | 3,141 | 3.25% | 2.69% | 518 | +5,015 | 50.56% | Q4 2025 | Jan 26, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 14,911 | 3,136 | 0.33% | 0.34% | 519 | -579 | -3.74% | Q4 2025 | Jan 20, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 14,894 | 3,132 | 0.09% | 0.16% | 520 | +2,372 | 18.94% | Q4 2025 | Feb 10, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 14,293 | 3,131 | 0.36% | 0.36% | 521 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| AE Wealth Management LLC | History | Added to | 14,837 | 3,120 | 0.02% | 0.01% | 522 | +3,509 | 30.98% | Q4 2025 | Jan 26, 2026 |
| Fisher Asset Management, LLC | History | Added to | 14,717 | 3,095 | 0.0% | 0.0% | 523 | +2,137 | 16.99% | Q4 2025 | Feb 09, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 14,640 | 3,079 | 0.09% | 0.1% | 524 | -1,773 | -10.8% | Q4 2025 | Feb 05, 2026 |
| Boston Trust Walden Corp | History | No change | 14,638 | 3,078 | 0.02% | 0.02% | 525 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Accredited Investors Inc. | History | Added to | 14,490 | 3,047 | 0.16% | 0.16% | 526 | +4 | 0.03% | Q4 2025 | Feb 05, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 14,479 | 3,045 | 2.44% | 2.36% | 527 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 14,414 | 3,031 | 1.0% | 1.0% | 529 | -143 | -0.98% | Q4 2025 | Jan 22, 2026 |
| EPG Wealth Management LLC | History | Added to | 14,412 | 3,031 | 0.82% | 0.81% | 528 | +19 | 0.13% | Q4 2025 | Jan 28, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 14,402 | 3,029 | 0.1% | 0.1% | 530 | +292 | 2.07% | Q4 2025 | Jan 30, 2026 |
| Ironsides Asset Advisors, LLC | History | Reduced | 14,365 | 3,021 | 0.77% | 0.76% | 531 | -69 | -0.48% | Q4 2025 | Feb 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 14,324 | 3,012 | 0.06% | 0.1% | 532 | -8,840 | -38.16% | Q4 2025 | Feb 03, 2026 |
| SAXON INTERESTS, INC. | History | Added to | 14,308 | 3,009 | 1.05% | 0.91% | 534 | +2,779 | 24.1% | Q4 2025 | Feb 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 14,306 | 3,009 | 0.51% | 0.52% | 533 | -554 | -3.73% | Q4 2025 | Jan 20, 2026 |
| Autumn Glory Partners, LLC | History | No change | 14,259 | 2,999 | 1.05% | 1.19% | 535 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 14,233 | 2,993 | 0.16% | 0.16% | 536 | -96 | -0.67% | Q4 2025 | Jan 12, 2026 |
| Pullen Investment Management, LLC | History | New | 14,161 | 2,978 | 1.57% | — | 537 | +14,161 | New | Q4 2025 | Jan 20, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 14,113 | 2,968 | 0.33% | 0.33% | 538 | -98 | -0.69% | Q4 2025 | Jan 22, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 14,104 | 2,966 | 0.42% | 0.38% | 539 | +1,172 | 9.06% | Q4 2025 | Jan 20, 2026 |
| Q3 Asset Management | History | Added to | 14,071 | 2,959 | 0.68% | 0.77% | 540 | +2,995 | 27.04% | Q4 2025 | Jan 27, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 14,034 | 2,951 | 0.05% | 0.04% | 541 | -767 | -5.18% | Q4 2025 | Feb 17, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 13,988 | 2,942 | 0.04% | 0.04% | 542 | -281 | -1.97% | Q4 2025 | Feb 09, 2026 |
| LM Advisors LLC | History | Reduced | 619 | 2,941 | 0.05% | 0.09% | 544 | -2,322 | -78.95% | Q4 2025 | Feb 13, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 13,982 | 2,941 | 0.89% | 0.87% | 543 | +136 | 0.98% | Q4 2025 | Jan 23, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 13,954 | 2,935 | 0.08% | 0.09% | 545 | -1,108 | -7.36% | Q4 2025 | Feb 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 13,946 | 2,933 | 0.05% | 0.03% | 546 | +7,211 | 107.07% | Q4 2025 | Jan 16, 2026 |
| SIG BROKERAGE, LP | History | No change | 13,889 | 2,921 | 0.09% | 0.08% | 547 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 13,708 | 2,905 | 0.04% | 0.03% | 548 | +3,774 | 37.99% | Q4 2025 | Feb 05, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 13,749 | 2,891 | 0.16% | 0.16% | 549 | -75 | -0.54% | Q4 2025 | Jan 29, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 13,733 | 2,888 | 0.33% | 0.33% | 550 | -434 | -3.06% | Q4 2025 | Feb 02, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Reduced | 13,705 | 2,882 | 0.21% | 0.21% | 551 | -271 | -1.94% | Q4 2025 | Jan 12, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Reduced | 13,669 | 2,875 | 0.67% | 0.69% | 552 | -354 | -2.52% | Q4 2025 | Jan 14, 2026 |
| Focus Financial Network, Inc. | History | Added to | 13,651 | 2,871 | 0.1% | 0.09% | 553 | +769 | 5.97% | Q4 2025 | Jan 12, 2026 |
| Janney Capital Management LLC | History | Added to | 13,609 | 2,863 | 0.18% | 0.07% | 554 | +8,409 | 161.71% | Q4 2025 | Feb 11, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 13,579 | 2,856 | 0.31% | 0.32% | 555 | +5 | 0.04% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 13,553 | 2,850 | 0.0% | 0.0% | 556 | +2,846 | 26.58% | Q4 2025 | Feb 11, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 13,471 | 2,833 | 0.09% | — | 557 | +13,471 | New | Q4 2025 | Feb 13, 2026 |
| STAR Financial Bank | History | Reduced | 13,465 | 2,832 | 1.45% | 1.64% | 558 | -189 | -1.38% | Q4 2025 | Feb 13, 2026 |
| Rinkey Investments | History | Reduced | 13,422 | 2,823 | 0.72% | 0.79% | 559 | -1,227 | -8.38% | Q4 2025 | Feb 04, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 13,407 | 2,819 | 0.2% | 0.2% | 560 | -189 | -1.39% | Q4 2025 | Jan 07, 2026 |
| Summa Corp. | History | No change | 13,379 | 2,814 | 1.21% | 1.2% | 561 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | Reduced | 13,375 | 2,813 | 1.76% | 2.26% | 562 | -813 | -5.73% | Q4 2025 | Jan 14, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 13,368 | 2,811 | 0.51% | 0.05% | 563 | -532 | -3.83% | Q4 2025 | Mar 04, 2026 |
| Dentgroup LLC | History | Added to | 13,321 | 2,801 | 1.92% | 1.67% | 564 | +628 | 4.95% | Q4 2025 | Jan 28, 2026 |
| Argent Trust Co | History | Reduced | 13,228 | 2,782 | 0.1% | 0.1% | 565 | -25 | -0.19% | Q4 2025 | Feb 10, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 13,149 | 2,765 | 0.58% | 0.59% | 566 | +13 | 0.1% | Q4 2025 | Jan 07, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 13,098 | 2,755 | 0.0% | 0.0% | 567 | -1,716 | -11.58% | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | Reduced | 13,083 | 2,751 | 0.09% | 0.18% | 568 | -9,718 | -42.62% | Q4 2025 | Feb 13, 2026 |
| Strategic Wealth Advisors LLC | History | New | 13,076 | 2,750 | 2.35% | — | 569 | +13,076 | New | Q4 2025 | Feb 03, 2026 |
| DONALD SMITH & CO., INC. | History | Reduced | 13,000 | 2,734 | 0.05% | 0.07% | 570 | -3,300 | -20.25% | Q4 2025 | Feb 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 12,985 | 2,731 | 0.03% | 0.03% | 571 | +933 | 7.74% | Q4 2025 | Feb 10, 2026 |
| CHEMUNG CANAL TRUST CO | History | Added to | 12,867 | 2,706 | 0.54% | 0.36% | 572 | +4,108 | 46.9% | Q4 2025 | Jan 14, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 12,814 | 2,695 | 0.19% | 0.19% | 573 | -334 | -2.54% | Q4 2025 | Jan 28, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 12,811 | 2,694 | 0.8% | 0.81% | 574 | -104 | -0.81% | Q4 2025 | Jan 12, 2026 |
| GFS Advisors, LLC | History | No change | 12,792 | 2,690 | 0.32% | 0.33% | 575 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SB Capital Management Inc | History | New | 12,764 | 2,684 | 0.98% | — | 576 | +12,764 | New | Q4 2025 | Feb 20, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 12,742 | 2,680 | 1.18% | 2.03% | 577 | -20,813 | -62.03% | Q4 2025 | Feb 12, 2026 |
| Argos Wealth Advisors, LLC | History | New | 12,711 | 2,673 | 0.72% | — | 579 | +12,711 | New | Q4 2025 | Feb 04, 2026 |
| Grant Street Asset Management, Inc. | History | Reduced | 12,711 | 2,673 | 0.54% | 0.55% | 578 | -40 | -0.31% | Q4 2025 | Jan 28, 2026 |
| Eagle Strategies LLC | History | Added to | 12,616 | 2,653 | 0.34% | 0.31% | 580 | +1,320 | 11.69% | Q4 2025 | Jan 23, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 12,608 | 2,651 | 0.14% | 0.12% | 581 | +708 | 5.95% | Q4 2025 | Jan 27, 2026 |
| Secure Asset Management, LLC | History | Added to | 12,525 | 2,634 | 0.41% | 0.4% | 582 | +760 | 6.46% | Q4 2025 | Jan 20, 2026 |
| Montis Financial, LLC | History | Reduced | 12,515 | 2,632 | 0.52% | 0.64% | 583 | -1,061 | -7.82% | Q4 2025 | Feb 11, 2026 |
| Allegheny Financial Group | History | Added to | 12,462 | 2,621 | 0.39% | 0.46% | 584 | +252 | 2.06% | Q4 2025 | Feb 02, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 12,407 | 2,609 | 1.1% | 1.05% | 585 | +136 | 1.11% | Q4 2025 | Jan 22, 2026 |
| BigSur Wealth Management LLC | History | No change | 12,395 | 2,607 | 0.63% | 0.62% | 586 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 12,375 | 2,602 | 0.14% | 0.11% | 587 | +2,604 | 26.65% | Q4 2025 | Jan 07, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Added to | 12,310 | 2,589 | 1.91% | 1.91% | 588 | +43 | 0.35% | Q4 2025 | Jan 23, 2026 |
| Johnson Financial Group, LLC | History | New | 12,276 | 2,582 | 0.16% | — | 589 | +12,276 | New | Q4 2025 | Feb 10, 2026 |
| Atlas Brown,Inc. | History | Added to | 12,135 | 2,552 | 0.76% | 0.73% | 590 | +14 | 0.12% | Q4 2025 | Jan 09, 2026 |
| NICOLET BANKSHARES INC | History | Reduced | 12,122 | 2,549 | 0.41% | 0.4% | 591 | -93 | -0.76% | Q4 2025 | Feb 09, 2026 |
| Dynamic Financial Group | History | Reduced | 11,960 | 2,515 | 2.15% | 2.21% | 592 | -564 | -4.5% | Q4 2025 | Jan 26, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 11,802 | 2,482 | 0.08% | 0.08% | 594 | -1,737 | -12.83% | Q4 2025 | Jan 09, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 11,804 | 2,482 | 0.06% | 0.06% | 593 | +15 | 0.13% | Q4 2025 | Feb 03, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 11,735 | 2,468 | 0.22% | 0.21% | 595 | -127 | -1.07% | Q4 2025 | Jan 26, 2026 |
| Nolet Wealth Management, LLC | History | New | 11,725 | 2,466 | 1.37% | — | 596 | +11,725 | New | Q4 2025 | Feb 27, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 11,713 | 2,463 | 0.05% | 0.06% | 597 | -1,820 | -13.45% | Q4 2025 | Feb 03, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 11,701 | 2,461 | 0.11% | 0.12% | 598 | -61 | -0.52% | Q4 2025 | Feb 11, 2026 |
| IFC Advisors LLC | History | Added to | 11,581 | 2,435 | 0.36% | 0.34% | 599 | +2,576 | 28.61% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 11,558 | 2,431 | 0.05% | 0.06% | 600 | +223 | 1.97% | Q4 2025 | Feb 06, 2026 |
| Baron Financial Group, LLC | History | Reduced | 11,456 | 2,409 | 1.29% | 1.29% | 601 | -155 | -1.33% | Q4 2025 | Jan 09, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 11,333 | 2,383 | 0.31% | 0.33% | 602 | -392 | -3.34% | Q4 2025 | Feb 13, 2026 |
| Forum Financial Management, LP | History | Reduced | 11,299 | 2,376 | 0.03% | 0.03% | 603 | -105 | -0.92% | Q4 2025 | Jan 27, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 11,295 | 2,375 | 0.37% | 0.39% | 604 | +61 | 0.54% | Q4 2025 | Jan 28, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 11,180 | 2,351 | 0.1% | 0.1% | 605 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | Reduced | 11,137 | 2,342 | 0.67% | 0.83% | 606 | -3,174 | -22.18% | Q4 2025 | Feb 10, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 11,129 | 2,340 | 0.17% | 0.13% | 607 | +1,743 | 18.57% | Q4 2025 | Feb 12, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 11,043 | 2,322 | 0.88% | 0.87% | 608 | -157 | -1.4% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 11,032 | 2,320 | 0.07% | 0.07% | 609 | +295 | 2.75% | Q4 2025 | Feb 12, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 11,000 | 2,313 | 0.02% | 0.02% | 610 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 10,994 | 2,312 | 0.44% | 0.45% | 612 | -762 | -6.48% | Q4 2025 | Feb 12, 2026 |
| HMS Capital Management, LLC | History | Added to | 10,992 | 2,312 | 0.96% | 0.92% | 611 | +220 | 2.04% | Q4 2025 | Jan 16, 2026 |
| CGN Advisors LLC | History | Reduced | 10,936 | 2,300 | 0.18% | 0.18% | 613 | -89 | -0.81% | Q4 2025 | Jan 05, 2026 |
| Wealth Dimensions Group, Ltd. | History | Reduced | 10,883 | 2,289 | 0.45% | 0.46% | 614 | -72 | -0.66% | Q4 2025 | Feb 13, 2026 |
| Asempa Wealth Advisors | History | New | 10,881 | 2,288 | 1.97% | — | 615 | +10,881 | New | Q4 2025 | Jan 08, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Reduced | 10,822 | 2,276 | 0.2% | 0.2% | 616 | -293 | -2.64% | Q4 2025 | Jan 30, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 10,618 | 2,233 | 0.22% | 0.22% | 617 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 10,616 | 2,232 | 0.03% | 0.03% | 618 | -898 | -7.8% | Q4 2025 | Feb 17, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 10,595 | 2,228 | 0.21% | 0.03% | 619 | +9,034 | 578.73% | Q4 2025 | Jan 22, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 10,567 | 2,222 | 0.04% | 0.04% | 620 | +1,823 | 20.85% | Q4 2025 | Feb 06, 2026 |
| CJM Wealth Advisers, Ltd. | History | Reduced | 10,548 | 2,218 | 0.66% | 0.66% | 621 | -49 | -0.46% | Q4 2025 | Jan 23, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 10,503 | 2,209 | 0.14% | 0.14% | 622 | +9 | 0.09% | Q4 2025 | Feb 18, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Reduced | 10,496 | 2,207 | 2.04% | 2.29% | 623 | -917 | -8.03% | Q4 2025 | Feb 05, 2026 |
| ICONIQ Capital, LLC | History | No change | 10,489 | 2,206 | 0.03% | 0.03% | 624 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Index Technologies Group LLC | History | New | 10,477 | 2,203 | 2.3% | — | 625 | +10,477 | New | Q4 2025 | Feb 12, 2026 |
| One Wealth Advisors, LLC | History | Added to | 10,467 | 2,201 | 0.27% | 0.16% | 626 | +4,193 | 66.83% | Q4 2025 | Feb 02, 2026 |
| Manchester Capital Management LLC | History | Reduced | 10,455 | 2,199 | 0.3% | 0.3% | 627 | -430 | -3.95% | Q4 2025 | Feb 11, 2026 |
| Epoch Investment Partners, Inc. | History | New | 10,432 | 2,194 | 0.01% | — | 628 | +10,432 | New | Q4 2025 | Feb 13, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | New | 10,399 | 2,187 | 1.15% | — | 629 | +10,399 | New | Q4 2025 | Feb 27, 2026 |
| NovaPoint Capital, LLC | History | Added to | 10,393 | 2,186 | 0.56% | 0.1% | 630 | +8,465 | 439.06% | Q4 2025 | Jan 21, 2026 |
| WestHill Financial Advisors, Inc. | History | Reduced | 10,256 | 2,157 | 0.41% | 0.41% | 631 | -6 | -0.06% | Q4 2025 | Jan 21, 2026 |
| Affiance Financial, LLC | History | No change | 10,247 | 2,155 | 0.35% | 0.38% | 632 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Florida Trust Wealth Management Co | History | No change | 10,222 | 2,150 | 0.06% | 0.06% | 633 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| jvl associates llc | History | No change | 10,211 | 2,147 | 0.7% | 0.69% | 634 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Brookstone Capital Management | History | Reduced | 10,165 | 2,138 | 0.02% | 0.03% | 635 | -359 | -3.41% | Q4 2025 | Jan 15, 2026 |
| Regal Investment Advisors LLC | History | Added to | 10,162 | 2,137 | 0.13% | 0.09% | 636 | +3,275 | 47.55% | Q4 2025 | Feb 17, 2026 |
| BBR PARTNERS, LLC | History | No change | 10,159 | 2,136 | 0.11% | 0.12% | 637 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 10,120 | 2,128 | 0.02% | 0.01% | 638 | +6,324 | 166.6% | Q4 2025 | Feb 02, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 10,097 | 2,123 | 0.08% | 0.05% | 639 | +3,513 | 53.36% | Q4 2025 | Feb 06, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 10,013 | 2,106 | 0.25% | 0.24% | 640 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 10,005 | 2,104 | 0.0% | — | 641 | +10,005 | New | Q4 2025 | Feb 17, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 9,975 | 2,098 | 0.17% | 0.17% | 642 | +268 | 2.76% | Q4 2025 | Jan 27, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Reduced | 9,970 | 2,097 | 0.41% | 0.44% | 643 | -99 | -0.98% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 9,965 | 2,096 | 0.14% | 0.12% | 644 | +1,422 | 16.65% | Q4 2025 | Jan 23, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 9,929 | 2,088 | 0.66% | 0.67% | 645 | -86 | -0.86% | Q4 2025 | Feb 12, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 9,925 | 2,087 | 0.06% | 0.06% | 646 | -16 | -0.16% | Q4 2025 | Feb 05, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 9,910 | 2,084 | 0.59% | 0.63% | 647 | -365 | -3.55% | Q4 2025 | Jan 14, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Added to | 9,850 | 2,071 | 0.08% | 0.07% | 648 | +1,000 | 11.3% | Q4 2025 | Feb 04, 2026 |
| Park Place Capital Corp | History | Added to | 9,836 | 2,068 | 0.43% | 0.3% | 649 | +2,813 | 40.05% | Q4 2025 | Jan 09, 2026 |
| InvesTrust | History | Added to | 9,821 | 2,065 | 0.8% | 0.72% | 650 | +120 | 1.24% | Q4 2025 | Jan 14, 2026 |
| Tactive Advisors, LLC | History | Reduced | 9,799 | 2,061 | 0.6% | 0.66% | 652 | -1,636 | -14.31% | Q4 2025 | Jan 09, 2026 |
| LEE DANNER & BASS INC | History | Reduced | 9,799 | 2,061 | 0.15% | 0.15% | 651 | -200 | -2.0% | Q4 2025 | Jan 29, 2026 |
| J2 Capital Management Inc | History | Reduced | 9,776 | 2,056 | 1.5% | 2.08% | 653 | -3,810 | -28.04% | Q4 2025 | Jan 20, 2026 |
| Insight Inv LLC | History | Reduced | 9,767 | 2,054 | 1.15% | 1.17% | 654 | -4 | -0.04% | Q4 2025 | Feb 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 9,764 | 2,053 | 0.74% | 0.72% | 655 | +2 | 0.02% | Q4 2025 | Jan 22, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 9,753 | 2,051 | 0.13% | 0.16% | 656 | -2,122 | -17.87% | Q4 2025 | Feb 12, 2026 |
| Advisory Resource Group | History | Reduced | 9,744 | 2,049 | 0.36% | 0.37% | 657 | -449 | -4.4% | Q4 2025 | Feb 12, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | New | 9,740 | 2,048 | 0.28% | — | 658 | +9,740 | New | Q4 2025 | Jan 15, 2026 |
| Indivisible Partners | History | New | 9,711 | 2,041 | 0.22% | — | 659 | +9,711 | New | Q4 2025 | Feb 03, 2026 |
| STEPH & CO | History | Added to | 9,623 | 2,024 | 0.58% | 0.59% | 660 | +149 | 1.57% | Q4 2025 | Jan 23, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 9,201 | 2,015 | 0.19% | 0.21% | 661 | -1,534 | -14.29% | Q4 2025 | Feb 02, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 9,571 | 2,013 | 0.09% | 0.1% | 662 | +49 | 0.51% | Q4 2025 | Jan 12, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 9,558 | 2,010 | 0.05% | 0.05% | 663 | -23 | -0.24% | Q4 2025 | Jan 22, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 9,479 | 1,993 | 0.2% | 0.16% | 664 | +1,632 | 20.8% | Q4 2025 | Feb 02, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Added to | 9,409 | 1,979 | 1.11% | 1.1% | 665 | +232 | 2.53% | Q4 2025 | Jan 09, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 9,335 | 1,963 | 0.13% | 0.13% | 666 | -72 | -0.77% | Q4 2025 | Jan 26, 2026 |
| Clearwave Capital, LLC | History | New | 9,282 | 1,952 | 1.44% | — | 667 | +9,282 | New | Q4 2025 | Mar 02, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 9,264 | 1,948 | 0.05% | 0.05% | 668 | +26 | 0.28% | Q4 2025 | Jan 28, 2026 |
| True North Advisors, LLC | History | Added to | 9,192 | 1,933 | 0.25% | 0.29% | 669 | +313 | 3.53% | Q4 2025 | Jan 22, 2026 |
| STABLEFORD CAPITAL II LLC | History | Added to | 9,186 | 1,932 | 0.7% | 0.44% | 670 | +3,138 | 51.88% | Q4 2025 | Jan 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 9,131 | 1,920 | 0.15% | 0.08% | 671 | +4,481 | 96.37% | Q4 2025 | Feb 12, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 9,086 | 1,911 | 0.59% | — | 672 | +9,086 | New | Q4 2025 | Jan 29, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 9,063 | 1,906 | 0.09% | 0.04% | 674 | +5,909 | 187.35% | Q4 2025 | Jan 28, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Added to | 9,064 | 1,906 | 0.4% | 0.4% | 673 | +38 | 0.42% | Q4 2025 | Jan 27, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 8,964 | 1,885 | 0.64% | 0.65% | 675 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Next Level Private LLC | History | Added to | 8,960 | 1,884 | 0.49% | 0.53% | 676 | +13 | 0.15% | Q4 2025 | Jan 07, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 8,833 | 1,857 | 0.29% | 0.3% | 677 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ATALANTA SOSNOFF CAPITAL, LLC | History | Reduced | 8,825 | 1,856 | 0.04% | 0.04% | 678 | -196 | -2.17% | Q4 2025 | Feb 13, 2026 |
| Centerpoint Advisory Group | History | Reduced | 8,778 | 1,846 | 1.42% | 1.4% | 679 | -65 | -0.74% | Q4 2025 | Feb 03, 2026 |
| Vigil Wealth Management, LLC | History | New | 8,752 | 1,840 | 1.53% | — | 680 | +8,752 | New | Q4 2025 | Feb 10, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 8,739 | 1,838 | 0.05% | 0.05% | 681 | -68 | -0.77% | Q4 2025 | Jan 23, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | No change | 8,715 | 1,833 | 0.38% | 0.41% | 682 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 8,631 | 1,815 | 0.02% | 0.02% | 683 | -319 | -3.56% | Q4 2025 | Jan 22, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 8,624 | 1,813 | 0.58% | 0.24% | 684 | +1,577 | 22.38% | Q4 2025 | Jan 27, 2026 |
| American Trust | History | Reduced | 8,619 | 1,812 | 0.15% | 0.17% | 685 | -1,425 | -14.19% | Q4 2025 | Feb 17, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 8,597 | 1,808 | 0.47% | 0.49% | 686 | -317 | -3.56% | Q4 2025 | Jan 14, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 8,573 | 1,803 | 0.38% | 0.37% | 687 | +309 | 3.74% | Q4 2025 | Jan 26, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 8,559 | 1,800 | 0.53% | 0.53% | 688 | -14 | -0.16% | Q4 2025 | Jan 21, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 8,543 | 1,796 | 0.07% | 0.45% | 689 | -25,229 | -74.7% | Q4 2025 | Feb 04, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | New | 8,485 | 1,784 | 0.05% | — | 690 | +8,485 | New | Q4 2025 | Jan 05, 2026 |
| Breachway Investments LLC | History | New | 8,474 | 1,782 | 1.88% | — | 692 | +8,474 | New | Q4 2025 | Jan 27, 2026 |
| Calamos Wealth Management LLC | History | Added to | 8,476 | 1,782 | 0.06% | 0.06% | 691 | +134 | 1.61% | Q4 2025 | Jan 29, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 8,466 | 1,780 | 0.19% | 0.19% | 693 | +83 | 0.99% | Q4 2025 | Jan 08, 2026 |
| McAdam, LLC | History | Added to | 8,421 | 1,771 | 0.08% | 0.08% | 694 | +220 | 2.68% | Q4 2025 | Feb 13, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | Added to | 8,422 | 1,771 | 1.5% | 1.53% | 695 | +32 | 0.38% | Q4 2025 | Jan 26, 2026 |
| Mount Lucas Management LP | History | New | 8,407 | 1,768 | 0.71% | — | 696 | +8,407 | New | Q4 2025 | Feb 05, 2026 |
| AlphaCentric Advisors LLC | History | New | 8,407 | 1,768 | 1.76% | — | 698 | +8,407 | New | Q4 2025 | Feb 12, 2026 |
| GenWealth Group, Inc. | History | Reduced | 8,168 | 1,768 | 0.3% | 0.32% | 697 | -229 | -2.73% | Q4 2025 | Jan 12, 2026 |
| INTRUST BANK NA | History | No change | 8,399 | 1,766 | 0.15% | 0.14% | 699 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 8,381 | 1,762 | 0.09% | 0.1% | 700 | +117 | 1.42% | Q4 2025 | Jan 26, 2026 |
| MYECFO, LLC | History | Reduced | 8,315 | 1,748 | 0.74% | 0.78% | 701 | -160 | -1.89% | Q4 2025 | Jan 12, 2026 |
| RKL Wealth Management LLC | History | No change | 8,270 | 1,739 | 0.14% | 0.14% | 702 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 7,920 | 1,735 | 0.02% | 0.01% | 703 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Hansen & Associates Financial Group, Inc. | History | Reduced | 7,718 | 1,731 | 0.95% | 0.68% | 704 | -166 | -2.11% | Q4 2025 | Feb 17, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 8,195 | 1,723 | 0.14% | 0.11% | 705 | +2,110 | 34.68% | Q4 2025 | Jan 28, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 8,179 | 1,720 | 0.38% | 0.38% | 706 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 8,163 | 1,717 | 0.05% | 0.4% | 707 | -56,957 | -87.46% | Q4 2025 | Jan 26, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 8,065 | 1,696 | 0.57% | 0.57% | 708 | -37 | -0.46% | Q4 2025 | Jan 28, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 8,052 | 1,693 | 0.02% | 0.02% | 709 | -144 | -1.76% | Q4 2025 | Feb 13, 2026 |
| Clifford Group, LLC | History | Reduced | 8,011 | 1,685 | 1.3% | 1.27% | 710 | -23 | -0.29% | Q4 2025 | Feb 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 7,993 | 1,681 | 0.11% | 0.11% | 711 | -70 | -0.87% | Q4 2025 | Jan 08, 2026 |
| David Kennon Inc | History | Added to | 7,984 | 1,679 | 0.6% | 0.56% | 712 | +334 | 4.37% | Q4 2025 | Jan 26, 2026 |
| Hamlin Capital Management, LLC | History | New | 7,975 | 1,677 | 0.04% | — | 713 | +7,975 | New | Q4 2025 | Jan 07, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 7,972 | 1,676 | 1.19% | 1.2% | 714 | -23 | -0.29% | Q4 2025 | Jan 07, 2026 |
| Lantz Financial LLC | History | New | 7,959 | 1,674 | 0.35% | — | 715 | +7,959 | New | Q4 2025 | Jan 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 7,954 | 1,673 | 0.0% | 0.0% | 716 | +72 | 0.91% | Q4 2025 | Feb 17, 2026 |
| LORD, ABBETT & CO. LLC | History | New | 7,919 | 1,666 | 0.01% | — | 717 | +7,919 | New | Q4 2025 | Feb 13, 2026 |
| Anchor Investment Management, LLC | History | Added to | 7,901 | 1,661 | 0.13% | 0.13% | 718 | +153 | 1.97% | Q4 2025 | Feb 26, 2026 |
| Cooke Wealth Management, LLC | History | New | 7,569 | 1,652 | 1.44% | — | 719 | +7,569 | New | Q4 2025 | Jan 21, 2026 |
| Litman Gregory Wealth Management LLC | History | Added to | 7,853 | 1,651 | 0.12% | 0.11% | 720 | +586 | 8.06% | Q4 2025 | Feb 12, 2026 |
| Great Waters Wealth Management | History | Reduced | 7,850 | 1,651 | 0.18% | 0.19% | 721 | -88 | -1.11% | Q4 2025 | Jan 15, 2026 |
| ORG Partners LLC | History | Added to | 7,835 | 1,648 | 0.29% | 0.2% | 722 | +2,447 | 45.42% | Q4 2025 | Jan 14, 2026 |
| Nabity-Jensen Investment Management Inc | History | No change | 7,818 | 1,644 | 1.11% | 1.1% | 723 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 7,810 | 1,642 | 0.24% | 0.23% | 724 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BEACON FINANCIAL GROUP | History | New | 7,798 | 1,640 | 0.16% | — | 725 | +7,798 | New | Q4 2025 | Apr 01, 2026 |
| Jordan Park Group LLC | History | No change | 7,799 | 1,640 | 0.1% | 0.09% | 726 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bensler, LLC | History | Added to | 7,779 | 1,636 | 0.16% | 0.16% | 727 | +2 | 0.03% | Q4 2025 | Feb 04, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 7,719 | 1,623 | 0.1% | 0.08% | 728 | -832 | -9.73% | Q4 2025 | Jan 30, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 7,455 | 1,621 | 0.08% | 0.08% | 729 | +784 | 11.75% | Q4 2025 | Feb 03, 2026 |
| Cooper Financial Group | History | Reduced | 7,702 | 1,620 | 0.17% | 0.17% | 730 | -68 | -0.88% | Q4 2025 | Jan 08, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 7,665 | 1,612 | 0.57% | 0.52% | 731 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Key FInancial Inc | History | Reduced | 7,662 | 1,611 | 0.29% | 0.29% | 732 | -52 | -0.67% | Q4 2025 | Feb 09, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 7,613 | 1,601 | 0.03% | — | 733 | +7,613 | New | Q4 2025 | Feb 17, 2026 |
| Asset Dedication, LLC | History | Added to | 7,612 | 1,601 | 0.11% | 0.1% | 734 | +4 | 0.05% | Q4 2025 | Jan 26, 2026 |
| IFG Advisory, LLC | History | Reduced | 7,611 | 1,600 | 0.07% | 0.07% | 735 | -486 | -6.0% | Q4 2025 | Feb 10, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Reduced | 7,609 | 1,600 | 0.98% | 0.99% | 736 | -123 | -1.59% | Q4 2025 | Jan 21, 2026 |
| First Western Trust Bank | History | Reduced | 7,596 | 1,597 | 0.08% | 0.07% | 737 | -1 | -0.01% | Q4 2025 | Feb 12, 2026 |
| Providence First Trust Co | History | Added to | 7,575 | 1,593 | 0.55% | 0.09% | 738 | +6,268 | 479.57% | Q4 2025 | Feb 03, 2026 |
| Intrua Financial, LLC | History | Added to | 7,562 | 1,590 | 0.17% | 0.13% | 739 | +1,533 | 25.43% | Q4 2025 | Feb 05, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 8,168 | 1,588 | 0.55% | 0.56% | 740 | -408 | -4.76% | Q4 2025 | Jan 09, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 7,528 | 1,583 | 0.22% | 0.25% | 741 | -782 | -9.41% | Q4 2025 | Feb 17, 2026 |
| Edgestream Partners, L.P. | History | New | 7,498 | 1,577 | 0.04% | — | 742 | +7,498 | New | Q4 2025 | Feb 13, 2026 |
| MAYPORT, LLC | History | No change | 7,500 | 1,577 | 0.32% | 0.33% | 743 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 7,238 | 1,567 | 0.06% | 0.06% | 744 | +128 | 1.8% | Q4 2025 | Jan 09, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 7,433 | 1,563 | 0.13% | 0.12% | 745 | +46 | 0.62% | Q4 2025 | Feb 17, 2026 |
| Enclave Advisors LLC | History | Reduced | 7,427 | 1,562 | 0.22% | 0.24% | 746 | -197 | -2.58% | Q4 2025 | Jan 14, 2026 |
| Maxele Advisors, LLC | History | Reduced | 7,429 | 1,562 | 1.27% | 1.31% | 747 | -50 | -0.67% | Q4 2025 | Feb 05, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 7,371 | 1,550 | 1.05% | 1.06% | 748 | +92 | 1.26% | Q4 2025 | Feb 10, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 7,317 | 1,539 | 0.24% | — | 749 | +7,317 | New | Q4 2025 | Jan 22, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 7,316 | 1,538 | 0.12% | 0.11% | 751 | +692 | 10.45% | Q4 2025 | Feb 17, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 7,315 | 1,538 | 0.02% | 0.02% | 750 | -34 | -0.46% | Q4 2025 | Feb 05, 2026 |
| Sage Mountain Advisors LLC | History | No change | 7,295 | 1,534 | 0.08% | 0.09% | 752 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 7,293 | 1,533 | 0.69% | 0.71% | 753 | +4 | 0.05% | Q4 2025 | Jan 28, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 7,270 | 1,529 | 0.05% | 0.05% | 754 | -851 | -10.48% | Q4 2025 | Jan 23, 2026 |
| Legacy Advisors, LLC | History | Reduced | 7,257 | 1,526 | 0.16% | 0.2% | 755 | -707 | -8.88% | Q4 2025 | Jan 27, 2026 |
| SouthState Bank Corp | History | Reduced | 7,211 | 1,516 | 0.07% | 0.1% | 756 | -3,132 | -30.28% | Q4 2025 | Feb 11, 2026 |
| Tannin Capital LLC | History | New | 7,198 | 1,514 | 1.35% | — | 757 | +7,198 | New | Q4 2025 | Feb 17, 2026 |
| WELCH & FORBES LLC | History | No change | 7,145 | 1,502 | 0.02% | 0.02% | 758 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GREENLEAF TRUST | History | No change | 7,113 | 1,496 | 0.01% | 0.01% | 759 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Opus Capital Group, LLC | History | Reduced | 7,092 | 1,492 | 0.16% | 0.16% | 760 | -12 | -0.17% | Q4 2025 | Jan 30, 2026 |
| DAVENPORT & Co LLC | History | Added to | 7,076 | 1,488 | 0.01% | 0.01% | 761 | +1,931 | 37.53% | Q4 2025 | Jan 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Reduced | 6,592 | 1,480 | 0.43% | 0.61% | 762 | -2,125 | -24.38% | Q4 2025 | Feb 10, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 6,984 | 1,468 | 0.07% | 0.07% | 763 | +21 | 0.3% | Q4 2025 | Feb 17, 2026 |
| NATIXIS | History | Added to | 6,973 | 1,466 | 0.01% | 0.01% | 764 | +675 | 10.72% | Q4 2025 | Feb 13, 2026 |
| Global Wealth Management, LLC | History | No change | 6,964 | 1,464 | 0.79% | 0.74% | 765 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Greenspring Advisors, LLC | History | Added to | 6,942 | 1,460 | 0.09% | 0.07% | 766 | +4,902 | 240.29% | Q4 2025 | Feb 10, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 6,932 | 1,458 | 0.08% | 0.08% | 767 | +368 | 5.61% | Q4 2025 | Feb 17, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 6,918 | 1,455 | 0.25% | 0.22% | 768 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 6,906 | 1,452 | 0.26% | 0.36% | 769 | -450 | -6.12% | Q4 2025 | Mar 02, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 6,906 | 1,452 | 0.33% | 0.34% | 770 | +2 | 0.03% | Q4 2025 | Jan 28, 2026 |
| Colonial Trust Co / SC | History | Reduced | 6,895 | 1,450 | 0.19% | 0.19% | 771 | -48 | -0.69% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Reduced | 6,866 | 1,444 | 0.05% | 0.05% | 772 | -138 | -1.97% | Q4 2025 | Feb 06, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 6,830 | 1,436 | 0.08% | 0.04% | 773 | +4,409 | 182.11% | Q4 2025 | Feb 09, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 6,824 | 1,435 | 0.22% | 0.23% | 774 | -166 | -2.37% | Q4 2025 | Jan 23, 2026 |
| Aureum Wealth Management, LLC | History | New | 6,817 | 1,433 | 1.33% | — | 775 | +6,817 | New | Q4 2025 | Jan 28, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 6,803 | 1,430 | 0.47% | 0.48% | 776 | +452 | 7.12% | Q4 2025 | Feb 03, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 6,795 | 1,429 | 0.14% | 0.14% | 777 | +6 | 0.09% | Q4 2025 | Jan 29, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 6,778 | 1,425 | 0.05% | 0.04% | 778 | +1,351 | 24.89% | Q4 2025 | Feb 09, 2026 |
| American Financial Advisors, LLC | History | Reduced | 6,776 | 1,425 | 0.18% | 0.18% | 779 | -216 | -3.09% | Q4 2025 | Feb 03, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 6,771 | 1,424 | 0.19% | 0.18% | 780 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Garde Capital, Inc. | History | No change | 6,771 | 1,424 | 0.08% | 0.07% | 781 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 6,736 | 1,416 | 0.1% | 0.11% | 782 | -419 | -5.86% | Q4 2025 | Jan 20, 2026 |
| LWM Advisory Services, LLC | History | Added to | 6,717 | 1,412 | 0.83% | 0.69% | 783 | +874 | 14.96% | Q4 2025 | Feb 12, 2026 |
| Frederick Financial Consultants, LLC | History | Added to | 6,716 | 1,412 | 0.77% | 0.77% | 784 | +1 | 0.01% | Q4 2025 | Feb 10, 2026 |
| Horizon Wealth Management, LLC | History | Reduced | 6,671 | 1,403 | 0.22% | 0.22% | 785 | -785 | -10.53% | Q4 2025 | Feb 04, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 6,666 | 1,402 | 0.09% | 0.1% | 786 | -620 | -8.51% | Q4 2025 | Feb 17, 2026 |
| Northstar Group, Inc. | History | Added to | 6,629 | 1,394 | 0.19% | 0.19% | 787 | +240 | 3.76% | Q4 2025 | Feb 13, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 6,627 | 1,393 | 0.02% | 0.02% | 788 | -540 | -7.53% | Q4 2025 | Feb 12, 2026 |
| Krilogy Financial LLC | History | Reduced | 6,347 | 1,390 | 0.05% | 0.05% | 789 | -81 | -1.26% | Q4 2025 | Jan 27, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 6,603 | 1,388 | 0.03% | 0.03% | 790 | +368 | 5.9% | Q4 2025 | Feb 10, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 6,579 | 1,383 | 0.04% | 0.04% | 791 | +312 | 4.98% | Q4 2025 | Jan 30, 2026 |
| High Probability Advisors, LLC | History | No change | 6,564 | 1,380 | 0.18% | 0.18% | 792 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 6,542 | 1,376 | 0.13% | 0.15% | 793 | -728 | -10.01% | Q4 2025 | Feb 13, 2026 |
| Dakota Wealth Management | History | Added to | 6,511 | 1,369 | 0.02% | 0.02% | 794 | +1,704 | 35.45% | Q4 2025 | Jan 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 6,501 | 1,367 | 0.09% | 0.1% | 795 | -96 | -1.46% | Q4 2025 | Feb 03, 2026 |
| VeraBank, N.A. | History | No change | 6,485 | 1,364 | 0.25% | 0.25% | 796 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 6,480 | 1,363 | 0.23% | 0.21% | 797 | +775 | 13.58% | Q4 2025 | Jan 12, 2026 |
| Advisors Capital Management, LLC | History | Added to | 6,474 | 1,361 | 0.02% | 0.01% | 798 | +879 | 15.71% | Q4 2025 | Jan 29, 2026 |
| Verum Partners LLC | History | Reduced | 6,469 | 1,360 | 0.27% | 0.29% | 800 | -246 | -3.66% | Q4 2025 | Jan 14, 2026 |
| BAILARD, INC. | History | No change | 6,468 | 1,360 | 0.03% | 0.03% | 799 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |