iSHARES TRUST - IWR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 17 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 78,920,855 | 7,597,710 | 4.63% | 4.94% | 1 | +3,576,847 | 4.75% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 66,569,630 | 6,408,658 | 0.47% | 0.41% | 2 | +4,139,165 | 6.63% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 41,686,088 | 4,013,119 | 0.73% | 0.74% | 3 | +1,438,369 | 3.57% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 12,928,971 | 1,244,672 | 1.46% | 1.56% | 4 | -710,695 | -5.21% | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 12,497,707 | 1,203,154 | 0.66% | 0.75% | 5 | -249,773 | -1.96% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 10,797,769 | 1,039,501 | 0.06% | 0.06% | 6 | +460,088 | 4.45% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 10,779,440 | 1,037,736 | 0.18% | 0.17% | 7 | +756,994 | 7.55% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Added to | 10,331,591 | 994,622 | 0.13% | 0.12% | 8 | +526,956 | 5.37% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 8,681,469 | 835,765 | 1.3% | 1.31% | 9 | +223,022 | 2.64% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 7,911,910 | 761,679 | 0.12% | — | 10 | +7,911,910 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,739,350 | 648,797 | 0.04% | 0.04% | 11 | +115,580 | 1.74% | Q4 2025 | Feb 11, 2026 |
| UBS Group AG | History | Reduced | 6,013,986 | 578,966 | 0.09% | 0.09% | 12 | -6,899 | -0.11% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,598,654 | 442,712 | 0.13% | 0.11% | 13 | +559,611 | 13.86% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 4,180,346 | 402,441 | 0.54% | 0.55% | 14 | -14,055 | -0.34% | Q4 2025 | Feb 02, 2026 |
| FMR LLC | History | Added to | 4,056,476 | 390,517 | 0.02% | 0.02% | 15 | +9,803 | 0.24% | Q4 2025 | Feb 17, 2026 |
| AMG National Trust Bank | History | Added to | 3,811,621 | 366,944 | 8.63% | 8.91% | 16 | +13,491 | 0.36% | Q4 2025 | Jan 30, 2026 |
| LPL Financial LLC | History | Added to | 3,520,066 | 338,876 | 0.09% | 0.09% | 17 | +313,199 | 9.77% | Q4 2025 | Feb 11, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 3,218,434 | 309,839 | 0.74% | 0.78% | 18 | -117,733 | -3.53% | Q4 2025 | Feb 11, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 3,149,600 | 303,211 | 0.51% | 0.49% | 19 | +189,000 | 6.38% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,921,334 | 281,236 | 0.09% | 0.09% | 20 | +130,623 | 4.68% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,824,289 | 271,868 | 0.06% | 0.07% | 21 | -329,657 | -10.45% | Q4 2025 | Feb 17, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 2,817,442 | 271,235 | 2.22% | 2.15% | 22 | +146,142 | 5.47% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 2,256,436 | 217,227 | 0.24% | 0.24% | 23 | +81,346 | 3.74% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,026,270 | 195,069 | 0.62% | 0.63% | 24 | -30,624 | -1.49% | Q4 2025 | Feb 02, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 1,961,998 | 188,882 | 0.27% | 0.24% | 25 | +282,376 | 16.81% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,941,979 | 186,954 | 0.02% | 0.02% | 26 | -54,419 | -2.73% | Q4 2025 | Mar 25, 2026 |
| Pathstone Holdings, LLC | History | New | 1,908,855 | 183,781 | 0.71% | — | 27 | +1,908,855 | New | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 1,775,314 | 170,915 | 0.2% | 0.22% | 28 | +42,280 | 2.44% | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 1,569,761 | 151,120 | 0.54% | 0.54% | 29 | -9,038 | -0.57% | Q4 2025 | Jan 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,547,309 | 148,959 | 0.05% | 0.05% | 30 | +140,851 | 10.01% | Q4 2025 | Feb 12, 2026 |
| COMMERCE BANK | History | Reduced | 1,483,919 | 142,856 | 0.79% | 0.8% | 31 | -14,126 | -0.94% | Q4 2025 | Feb 13, 2026 |
| Glenview Trust Co | History | Added to | 1,306,463 | 125,773 | 1.94% | 1.97% | 32 | +16,821 | 1.3% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 1,249,158 | 120,257 | 0.91% | — | 33 | +1,249,158 | New | Q4 2025 | Feb 18, 2026 |
| Oakworth Capital, Inc. | History | Added to | 1,185,497 | 114,127 | 6.23% | 6.45% | 34 | +29,052 | 2.51% | Q4 2025 | Jan 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,179,604 | 113,560 | 0.07% | 0.07% | 35 | +109,656 | 10.25% | Q4 2025 | Feb 10, 2026 |
| Align Financial, LLC | History | New | 107,872 | 107,872 | 0.06% | — | 36 | +107,872 | New | Q4 2025 | Feb 17, 2026 |
| First Western Trust Bank | History | Reduced | 1,069,278 | 102,939 | 5.06% | 4.82% | 37 | -18,039 | -1.66% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,046,568 | 100,753 | 0.23% | 0.24% | 38 | +11,639 | 1.12% | Q4 2025 | Feb 11, 2026 |
| UMB Bank, n.a. | History | Added to | 965,862 | 92,983 | 1.24% | 1.29% | 39 | +59,102 | 6.52% | Q4 2025 | Feb 13, 2026 |
| ALERUS FINANCIAL NA | History | Added to | 962,625 | 92,671 | 4.53% | 1.84% | 40 | +587,914 | 156.9% | Q4 2025 | Feb 13, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Reduced | 958,983 | 92,321 | 7.86% | 8.22% | 41 | -5,167 | -0.54% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 939,565 | 90,451 | 0.06% | 0.07% | 42 | +11,444 | 1.23% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 933,429 | 89,861 | 0.73% | 0.17% | 43 | +756,382 | 427.22% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 925,575 | 89,105 | 0.16% | 0.13% | 44 | +247,166 | 36.43% | Q4 2025 | Mar 16, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 914,786 | 88,066 | 2.88% | 2.94% | 45 | -13,507 | -1.46% | Q4 2025 | Feb 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 909,115 | 87,520 | 0.12% | 0.13% | 46 | -127,353 | -12.29% | Q4 2025 | Feb 12, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 891,214 | 85,797 | 1.61% | 1.6% | 47 | +13,680 | 1.56% | Q4 2025 | Feb 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 858,615 | 85,724 | 0.12% | 0.12% | 48 | +31,864 | 3.85% | Q4 2025 | Jan 08, 2026 |
| Lido Advisors, LLC | History | Reduced | 885,351 | 85,268 | 0.25% | 0.28% | 49 | -33,592 | -3.66% | Q4 2025 | Feb 10, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 868,158 | 83,577 | 2.35% | 2.44% | 50 | -20,960 | -2.36% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | Added to | 859,813 | 82,774 | 0.12% | 0.13% | 51 | +7,503 | 0.88% | Q4 2025 | Feb 11, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 853,473 | 82,163 | 5.11% | 5.1% | 52 | -20,650 | -2.36% | Q4 2025 | Jan 21, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 765,011 | 73,647 | 0.93% | 0.97% | 53 | -3,372 | -0.44% | Q4 2025 | Feb 09, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 758,700 | 73,040 | 0.74% | 0.71% | 54 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NorthRock Partners, LLC | History | Added to | 718,922 | 69,210 | 1.17% | 0.93% | 55 | +185,432 | 34.76% | Q4 2025 | Feb 17, 2026 |
| International City Management Association Retirement Corp | History | No change | 702,067 | 67,587 | 34.32% | 34.62% | 56 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 688,543 | 66,310 | 0.1% | 0.1% | 57 | -68,700 | -9.07% | Q4 2025 | Feb 17, 2026 |
| Millburn Ridgefield LLC /DE/ | History | No change | 685,140 | 65,958 | 1.57% | 1.58% | 58 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 685,140 | 65,958 | 1.35% | 1.33% | 59 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 684,261 | 65,873 | 1.21% | 1.34% | 60 | +22,971 | 3.47% | Q4 2025 | Jan 28, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 666,823 | 64,195 | 0.02% | 0.02% | 61 | +19,632 | 3.03% | Q4 2025 | Feb 11, 2026 |
| Citizens Business Bank | History | Added to | 654,638 | 63,022 | 10.41% | 10.5% | 62 | +3,061 | 0.47% | Q4 2025 | Feb 02, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 608,409 | 58,569 | 0.16% | 0.1% | 63 | +198,813 | 48.54% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 706,549 | 55,397 | 0.08% | 0.06% | 64 | +331,871 | 88.57% | Q4 2025 | Mar 09, 2026 |
| COMERICA BANK | History | Reduced | 555,003 | 53,430 | 0.21% | 0.2% | 65 | -1,924 | -0.35% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 528,873 | 50,914 | 0.28% | 0.27% | 66 | +42,896 | 8.83% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 522,393 | 50,290 | 0.05% | 0.06% | 67 | +198 | 0.04% | Q4 2025 | Feb 06, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 518,013 | 49,869 | 1.88% | 1.81% | 68 | +10,618 | 2.09% | Q4 2025 | Feb 04, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 517,524 | 49,822 | 1.52% | 1.55% | 69 | +7,013 | 1.37% | Q4 2025 | Jan 21, 2026 |
| Focus Partners Wealth | History | Added to | 501,958 | 48,324 | 0.06% | 0.07% | 70 | +32,367 | 6.89% | Q4 2025 | Feb 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 487,790 | 46,959 | 0.67% | 0.73% | 71 | -19,032 | -3.76% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 476,698 | 45,892 | 0.12% | 0.13% | 72 | -2,762 | -0.58% | Q4 2025 | Feb 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 475,955 | 45,820 | 0.28% | 0.29% | 73 | -15,774 | -3.21% | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 459,253 | 44,212 | 0.02% | 0.0% | 74 | +400,534 | 682.12% | Q4 2025 | Feb 02, 2026 |
| Stegner Investment Associates Inc. | History | Added to | 442,962 | 42,643 | 22.66% | 21.28% | 75 | +40,994 | 10.2% | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | Added to | 439,833 | 42,342 | 0.24% | 0.26% | 76 | +7,831 | 1.81% | Q4 2025 | Feb 13, 2026 |
| River Wealth Advisors LLC | History | Added to | 430,189 | 41,414 | 4.64% | 4.65% | 77 | +18,630 | 4.53% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 428,507 | 41,252 | 0.02% | 0.04% | 78 | -384,937 | -47.32% | Q4 2025 | Feb 10, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 425,152 | 40,929 | 0.51% | 0.52% | 79 | -634 | -0.15% | Q4 2025 | Feb 05, 2026 |
| M&T BANK CORP | History | Reduced | 423,095 | 40,731 | 0.13% | 0.14% | 80 | -8,111 | -1.88% | Q4 2025 | Jan 30, 2026 |
| BlackRock, Inc. | History | Added to | 396,239 | 38,145 | 0.0% | 0.0% | 81 | +13,242 | 3.46% | Q4 2025 | Feb 12, 2026 |
| Dakota Wealth Management | History | Reduced | 370,981 | 35,714 | 0.63% | 0.73% | 82 | -4,343 | -1.16% | Q4 2025 | Jan 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 370,965 | 35,712 | 0.05% | 0.04% | 83 | +35,565 | 10.6% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 359,800 | 34,637 | 0.07% | 0.07% | 84 | -8,781 | -2.38% | Q4 2025 | Feb 17, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 352,588 | 33,943 | 4.27% | 4.5% | 85 | -9,870 | -2.72% | Q4 2025 | Jan 07, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 347,503 | 33,454 | 0.79% | 0.78% | 86 | +10,969 | 3.26% | Q4 2025 | Feb 12, 2026 |
| Coastline Trust Co | History | Reduced | 345,238 | 33,236 | 3.13% | 3.77% | 87 | -18,592 | -5.11% | Q4 2025 | Jan 05, 2026 |
| Legacy Edge Advisors, LLC | History | New | 330,997 | 31,865 | 3.49% | — | 88 | +330,997 | New | Q4 2025 | Feb 02, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 325,324 | 31,318 | 0.11% | 0.11% | 89 | +13,823 | 4.44% | Q4 2025 | Feb 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 323,817 | 31,173 | 0.19% | 0.2% | 90 | +4,932 | 1.55% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 323,627 | 31,155 | 0.08% | 0.08% | 91 | +24,160 | 8.07% | Q4 2025 | Feb 13, 2026 |
| Consolidated Investment Group LLC | History | No change | 323,140 | 31,108 | 3.72% | 3.83% | 92 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 318,585 | 30,756 | 0.05% | 0.05% | 93 | +2,218 | 0.7% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 318,400 | 30,652 | 0.03% | 0.02% | 94 | +42,871 | 15.56% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 308,358 | 29,685 | 0.17% | 0.18% | 95 | +21,572 | 7.52% | Q4 2025 | Jan 26, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 305,464 | 29,406 | 0.6% | 0.95% | 96 | -242,499 | -44.25% | Q4 2025 | Feb 05, 2026 |
| REGIONS FINANCIAL CORP | History | New | 299,469 | 28,829 | 0.18% | — | 97 | +299,469 | New | Q4 2025 | Jan 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 299,318 | 28,815 | 0.1% | 0.09% | 98 | +92,140 | 44.47% | Q4 2025 | Feb 18, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 282,567 | 27,202 | 0.35% | 0.38% | 99 | -7,201 | -2.49% | Q4 2025 | Feb 09, 2026 |
| BOKF, NA | History | Added to | 270,276 | 26,019 | 0.4% | 0.24% | 100 | +106,738 | 65.27% | Q4 2025 | Feb 03, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 266,954 | 25,699 | 1.31% | 1.36% | 101 | -3,713 | -1.37% | Q4 2025 | Feb 03, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 265,674 | 25,576 | 0.38% | 0.39% | 102 | +168 | 0.06% | Q4 2025 | Feb 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 265,274 | 25,537 | 0.18% | 0.17% | 103 | +54,594 | 25.91% | Q4 2025 | Feb 18, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 258,585 | 24,893 | 1.44% | 1.83% | 104 | +28,974 | 12.62% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 253,366 | 24,391 | 0.1% | 0.12% | 105 | -8,482 | -3.24% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 248,817 | 23,953 | 0.13% | 0.11% | 106 | +17,594 | 7.61% | Q4 2025 | Jan 29, 2026 |
| Cresset Asset Management, LLC | History | Added to | 247,956 | 23,870 | 0.1% | 0.1% | 107 | +6,530 | 2.7% | Q4 2025 | Feb 17, 2026 |
| DT Investment Partners, LLC | History | Added to | 246,684 | 23,748 | 1.97% | 1.98% | 108 | +4,258 | 1.76% | Q4 2025 | Feb 10, 2026 |
| XML Financial, LLC | History | Reduced | 244,325 | 23,521 | 1.92% | 1.92% | 109 | -494 | -0.2% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 237,452 | 22,859 | 0.06% | 0.06% | 110 | +25,585 | 12.08% | Q4 2025 | Jan 26, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 237,452 | 22,859 | 9.8% | 10.35% | 111 | +9,950 | 4.37% | Q4 2025 | Jan 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 227,925 | 22,089 | 0.04% | 0.06% | 112 | -64,871 | -22.16% | Q4 2025 | Feb 05, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 225,369 | 21,696 | 0.76% | 0.81% | 113 | -8,631 | -3.69% | Q4 2025 | Jan 12, 2026 |
| AMARILLO NATIONAL BANK | History | Reduced | 222,155 | 21,386 | 3.76% | 3.78% | 114 | -356 | -0.16% | Q4 2025 | Jan 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 220,505 | 21,228 | 0.24% | 0.03% | 115 | +202,694 | 1138.03% | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 219,897 | 21,169 | 0.24% | 0.24% | 116 | +6,540 | 3.07% | Q4 2025 | Jan 20, 2026 |
| &PARTNERS | History | Added to | 209,200 | 20,358 | 0.11% | 0.11% | 117 | +38,027 | 22.22% | Q4 2025 | Feb 17, 2026 |
| Legacy Advisors, LLC | History | Reduced | 210,902 | 20,303 | 2.18% | 2.59% | 118 | -6,006 | -2.77% | Q4 2025 | Jan 27, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 210,671 | 20,281 | 0.71% | 0.75% | 119 | -1,043 | -0.49% | Q4 2025 | Jan 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 202,700 | 20,237 | 0.42% | 0.42% | 120 | +18 | 0.01% | Q4 2025 | Jan 26, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 209,492 | 20,167 | 0.45% | 0.26% | 121 | +93,266 | 80.25% | Q4 2025 | Feb 04, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 208,896 | 20,110 | 0.26% | 0.18% | 122 | +61,741 | 41.96% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 208,824 | 20,103 | 0.14% | 0.13% | 123 | +26,908 | 14.79% | Q4 2025 | Feb 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 203,958 | 19,635 | 0.26% | 0.26% | 124 | -1,496 | -0.73% | Q4 2025 | Jan 22, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 203,089 | 19,551 | 0.16% | 0.2% | 125 | -187,127 | -47.95% | Q4 2025 | Feb 13, 2026 |
| Miller Investment Management, LP | History | Reduced | 194,565 | 18,730 | 1.83% | 2.19% | 126 | -31,453 | -13.92% | Q4 2025 | Feb 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 191,416 | 18,427 | 0.48% | 0.49% | 127 | +24,176 | 14.46% | Q4 2025 | Feb 02, 2026 |
| Callan Family Office, LLC | History | Added to | 190,420 | 18,331 | 0.39% | 0.48% | 128 | +32,983 | 20.95% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO | History | Reduced | 183,549 | 18,325 | 0.2% | 0.2% | 129 | -83 | -0.05% | Q4 2025 | Jan 26, 2026 |
| PFW Advisors LLC | History | Added to | 182,434 | 17,562 | 5.3% | 5.2% | 130 | +301 | 0.17% | Q4 2025 | Jan 12, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 182,239 | 17,451 | 1.82% | 1.64% | 131 | +26,365 | 16.91% | Q4 2025 | Feb 12, 2026 |
| LJI Wealth Management, LLC | History | Added to | 181,266 | 17,450 | 2.66% | 2.7% | 132 | +21,187 | 13.24% | Q4 2025 | Feb 03, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 180,928 | 17,417 | 1.03% | 0.84% | 133 | +30,724 | 20.45% | Q4 2025 | Jan 29, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 178,078 | 17,143 | 6.19% | 6.57% | 134 | -6,225 | -3.38% | Q4 2025 | Jan 26, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 174,268 | 16,776 | 0.35% | 0.36% | 135 | +2,321 | 1.35% | Q4 2025 | Feb 18, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 173,610 | 16,713 | 1.21% | 1.22% | 136 | +11,811 | 7.3% | Q4 2025 | Feb 09, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 171,261 | 16,487 | 0.3% | 1.04% | 137 | -320,363 | -65.16% | Q4 2025 | Jan 21, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 169,720 | 16,338 | 0.01% | 0.01% | 138 | +2,096 | 1.25% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 168,929 | 16,262 | 0.08% | 0.08% | 139 | -5,563 | -3.19% | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 168,540 | 16,225 | 0.59% | 0.61% | 140 | +1,032 | 0.62% | Q4 2025 | Feb 02, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 167,938 | 16,167 | 2.22% | 2.32% | 141 | -1,950 | -1.15% | Q4 2025 | Jan 21, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 167,000 | 16,077 | 2.24% | 2.34% | 142 | +1,677 | 1.01% | Q4 2025 | Jan 06, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | Added to | 166,102 | 15,990 | 2.14% | 2.85% | 143 | +1,703 | 1.04% | Q4 2025 | Jan 23, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 165,390 | 15,922 | 0.02% | 0.03% | 144 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 163,335 | 15,724 | 0.23% | 0.24% | 146 | -3,423 | -2.05% | Q4 2025 | Feb 12, 2026 |
| WOODSTOCK CORP | History | Reduced | 163,334 | 15,724 | 1.35% | 1.37% | 145 | -377 | -0.23% | Q4 2025 | Jan 14, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 160,539 | 15,455 | 1.15% | 0.86% | 147 | +45,939 | 40.09% | Q4 2025 | Jan 16, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 159,360 | 15,341 | 0.37% | 0.4% | 148 | +824 | 0.52% | Q4 2025 | Jan 29, 2026 |
| Fox Financial, Inc | History | Reduced | 156,557 | 15,071 | 12.02% | 12.09% | 149 | -877 | -0.56% | Q4 2025 | Feb 09, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 153,748 | 14,801 | 1.15% | 1.33% | 150 | -21,832 | -12.43% | Q4 2025 | Feb 10, 2026 |
| Bricktown Capital, LLC | History | No change | 152,264 | 14,658 | 2.47% | 2.42% | 151 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 146,668 | 14,119 | 0.04% | 0.04% | 152 | +9,444 | 6.88% | Q4 2025 | Feb 17, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 143,667 | 13,836 | 2.42% | 2.39% | 153 | +15,172 | 11.81% | Q4 2025 | Jan 29, 2026 |
| Argent Trust Co | History | Added to | 141,758 | 13,647 | 0.47% | 0.45% | 154 | +11,282 | 8.65% | Q4 2025 | Feb 10, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 141,072 | 13,581 | 1.48% | 1.6% | 155 | +847 | 0.6% | Q4 2025 | Feb 10, 2026 |
| DAVENPORT & Co LLC | History | Added to | 140,153 | 13,492 | 0.07% | 0.02% | 156 | +103,353 | 280.85% | Q4 2025 | Jan 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 140,006 | 13,479 | 0.02% | 0.02% | 157 | +12,376 | 9.7% | Q4 2025 | Feb 05, 2026 |
| GGM Financials LLC | History | Added to | 138,318 | 13,315 | 6.47% | 6.7% | 158 | +614 | 0.45% | Q4 2025 | Feb 04, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 137,647 | 13,251 | 1.28% | 1.11% | 159 | +1,450 | 1.06% | Q4 2025 | Jan 12, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 136,318 | 13,123 | 3.46% | 3.25% | 160 | +5,756 | 4.41% | Q4 2025 | Feb 10, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 134,905 | 12,987 | 0.23% | 0.24% | 161 | +10,493 | 8.43% | Q4 2025 | Jan 16, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 134,405 | 12,939 | 0.91% | 0.94% | 162 | +1,530 | 1.15% | Q4 2025 | Feb 04, 2026 |
| STEPH & CO | History | Added to | 131,580 | 12,667 | 3.65% | 3.83% | 163 | +1,710 | 1.32% | Q4 2025 | Jan 23, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 131,475 | 12,657 | 0.21% | 0.22% | 164 | -2,391 | -1.79% | Q4 2025 | Jan 28, 2026 |
| BAILARD, INC. | History | Reduced | 129,460 | 12,463 | 0.28% | 0.27% | 165 | -416 | -0.32% | Q4 2025 | Feb 04, 2026 |
| Ascent Group, LLC | History | Added to | 127,527 | 12,276 | 0.42% | 0.4% | 166 | +10,367 | 8.85% | Q4 2025 | Jan 20, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 124,264 | 11,962 | 0.21% | — | 167 | +124,264 | New | Q4 2025 | Feb 19, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 120,984 | 11,647 | 6.53% | 6.98% | 168 | +3,270 | 2.78% | Q4 2025 | Jan 16, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 116,276 | 11,193 | 0.87% | 0.17% | 169 | +95,723 | 465.74% | Q4 2025 | Jan 08, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 114,907 | 11,062 | 0.37% | 0.33% | 170 | +14,496 | 14.44% | Q4 2025 | Feb 09, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 112,075 | 10,789 | 1.5% | 1.57% | 171 | -1,649 | -1.45% | Q4 2025 | Jan 27, 2026 |
| EARNEST PARTNERS LLC | History | Added to | 111,586 | 10,742 | 0.05% | 0.01% | 172 | +96,417 | 635.62% | Q4 2025 | Feb 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 110,393 | 10,627 | 0.08% | — | 173 | +110,393 | New | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 109,452 | 10,536 | 0.08% | 0.1% | 174 | -23,071 | -17.41% | Q4 2025 | Feb 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 109,275 | 10,519 | 0.13% | 0.14% | 175 | -7,353 | -6.3% | Q4 2025 | Jan 21, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Added to | 108,983 | 10,491 | 9.52% | 9.47% | 176 | +4,527 | 4.33% | Q4 2025 | Feb 05, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 108,050 | 10,401 | 0.38% | 0.25% | 177 | -310 | -0.29% | Q4 2025 | Jan 27, 2026 |
| FIRST HORIZON CORP | History | Reduced | 107,768 | 10,374 | 0.46% | 0.49% | 178 | -269 | -0.25% | Q4 2025 | Jan 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 103,245 | 9,939 | 0.96% | 0.93% | 179 | +2,617 | 2.6% | Q4 2025 | Feb 23, 2026 |
| StoneX Group Inc. | History | Added to | 103,095 | 9,925 | 0.43% | 0.4% | 180 | +8,653 | 9.16% | Q4 2025 | Feb 12, 2026 |
| GLENMEDE TRUST CO NA | History | New | 101,003 | 9,723 | 0.05% | — | 181 | +101,003 | New | Q4 2025 | Feb 17, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 99,728 | 9,600 | 4.16% | 5.79% | 182 | -31,266 | -23.87% | Q4 2025 | Feb 11, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Reduced | 98,295 | 9,462 | 0.97% | 0.99% | 183 | -183 | -0.19% | Q4 2025 | Jan 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 96,712 | 9,310 | 0.08% | 0.06% | 184 | +12,045 | 14.23% | Q4 2025 | Jan 05, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 95,861 | 9,228 | 0.93% | 0.99% | 185 | -2,263 | -2.31% | Q4 2025 | Jan 27, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 94,358 | 9,083 | 1.14% | 1.13% | 186 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 94,202 | 9,068 | 1.01% | 1.07% | 187 | +660 | 0.71% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 93,640 | 9,014 | 0.01% | 0.01% | 188 | -58,724 | -38.54% | Q4 2025 | Feb 12, 2026 |
| Trust Point Inc. | History | Reduced | 92,764 | 8,930 | 0.71% | 0.74% | 189 | -1,555 | -1.65% | Q4 2025 | Jan 13, 2026 |
| Plan Group Financial, LLC | History | Reduced | 91,227 | 8,782 | 2.28% | 2.54% | 190 | -6,884 | -7.02% | Q4 2025 | Feb 03, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 91,145 | 8,774 | 2.62% | 2.74% | 191 | +2,879 | 3.26% | Q4 2025 | Feb 11, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 91,059 | 8,766 | 3.29% | 3.37% | 192 | +799 | 0.89% | Q4 2025 | Feb 06, 2026 |
| WEST BANCORPORATION INC | History | Added to | 89,854 | 8,650 | 4.53% | 4.7% | 193 | +2,279 | 2.6% | Q4 2025 | Jan 29, 2026 |
| Rossmore Private Capital | History | Added to | 89,624 | 8,628 | 0.77% | 0.81% | 194 | +11,462 | 14.66% | Q4 2025 | Feb 05, 2026 |
| Haverford Trust Co | History | Added to | 89,314 | 8,598 | 0.08% | 0.08% | 195 | +474 | 0.53% | Q4 2025 | Feb 13, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 88,337 | 8,504 | 0.37% | 0.38% | 196 | +519 | 0.59% | Q4 2025 | Jan 29, 2026 |
| Independence Bank of Kentucky | History | Added to | 87,677 | 8,440 | 1.05% | 1.05% | 197 | +2,938 | 3.47% | Q4 2025 | Jan 20, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 86,605 | 8,337 | 0.02% | 0.03% | 198 | +48 | 0.06% | Q4 2025 | Feb 13, 2026 |
| Campion Asset Management | History | Reduced | 86,554 | 8,332 | 5.78% | 7.03% | 199 | -16,039 | -15.63% | Q4 2025 | Feb 17, 2026 |
| FULTON BANK, N.A. | History | Added to | 84,862 | 8,169 | 0.28% | 0.28% | 200 | +1,374 | 1.65% | Q4 2025 | Jan 08, 2026 |
| Paragon Private Wealth Management, LLC | History | Reduced | 84,311 | 8,116 | 2.49% | 2.69% | 201 | -805 | -0.95% | Q4 2025 | Feb 11, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 83,221 | 8,011 | 0.09% | 0.12% | 202 | -4,159 | -4.76% | Q4 2025 | Feb 03, 2026 |
| Savant Capital, LLC | History | Reduced | 82,003 | 7,894 | 0.04% | 0.05% | 203 | -70 | -0.09% | Q4 2025 | Feb 10, 2026 |
| Midwest Trust Co | History | Added to | 81,049 | 7,802 | 0.1% | 0.1% | 204 | +5,305 | 7.0% | Q4 2025 | Feb 04, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | New | 80,192 | 7,720 | 0.22% | — | 205 | +80,192 | New | Q4 2025 | Jan 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 79,779 | 7,680 | 0.1% | 0.1% | 206 | +1,328 | 1.69% | Q4 2025 | Jan 29, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Added to | 78,830 | 7,588 | 3.25% | 2.71% | 207 | +16,864 | 27.21% | Q4 2025 | Jan 26, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 78,722 | 7,578 | 0.85% | 0.86% | 208 | +3,580 | 4.76% | Q4 2025 | Feb 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 78,555 | 7,562 | 0.1% | 0.1% | 209 | +76 | 0.1% | Q4 2025 | Jan 30, 2026 |
| Diversified Trust Co | History | Reduced | 78,427 | 7,550 | 0.14% | 0.15% | 210 | -1,953 | -2.43% | Q4 2025 | Jan 09, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 78,027 | 7,511 | 0.13% | 0.17% | 211 | +2,548 | 3.38% | Q4 2025 | Feb 09, 2026 |
| Sincerus Advisory, LLC | History | Added to | 76,810 | 7,394 | 5.94% | 5.93% | 212 | +5,056 | 7.05% | Q4 2025 | Jan 08, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 75,824 | 7,299 | 0.21% | 0.21% | 213 | -25 | -0.03% | Q4 2025 | Jan 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 74,666 | 7,188 | 0.08% | 0.09% | 214 | -8,472 | -10.19% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 74,411 | 7,163 | 0.47% | 0.49% | 215 | +637 | 0.86% | Q4 2025 | Jan 23, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 74,075 | 7,131 | 0.3% | 0.33% | 216 | -5,886 | -7.36% | Q4 2025 | Feb 13, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 73,330 | 7,059 | 1.94% | 1.9% | 217 | +1,139 | 1.58% | Q4 2025 | Feb 04, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 73,232 | 7,050 | 1.3% | 1.35% | 218 | -4,160 | -5.38% | Q4 2025 | Jan 27, 2026 |
| IFC Advisors LLC | History | Reduced | 72,291 | 6,959 | 1.02% | 1.3% | 219 | -1,419 | -1.93% | Q4 2025 | Feb 12, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 72,087 | 6,939 | 0.65% | 0.65% | 220 | +1,004 | 1.41% | Q4 2025 | Jan 28, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 71,796 | 6,911 | 3.14% | 3.22% | 221 | +2,539 | 3.67% | Q4 2025 | Jan 16, 2026 |
| Modera Wealth Management, LLC | History | Added to | 71,691 | 6,901 | 0.08% | 0.08% | 222 | +1,054 | 1.49% | Q4 2025 | Jan 21, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 71,535 | 6,886 | 0.65% | 0.67% | 223 | +326 | 0.46% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 71,210 | 6,855 | 0.05% | 0.05% | 224 | -16 | -0.02% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Added to | 70,862 | 6,821 | 0.1% | 0.1% | 225 | +2,848 | 4.19% | Q4 2025 | Feb 13, 2026 |
| Chesapeake Wealth Management | History | Added to | 70,214 | 6,759 | 2.01% | 2.04% | 226 | +1,051 | 1.52% | Q4 2025 | Feb 03, 2026 |
| CITY HOLDING CO | History | Reduced | 69,754 | 6,715 | 0.83% | 0.85% | 227 | -387 | -0.55% | Q4 2025 | Jan 22, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 69,330 | 6,674 | 0.07% | 0.06% | 228 | +6,436 | 10.23% | Q4 2025 | Feb 13, 2026 |
| Westshore Wealth, LLC | History | Added to | 68,470 | 6,591 | 2.18% | 2.22% | 229 | +1,204 | 1.79% | Q4 2025 | Feb 25, 2026 |
| Tolleson Wealth Management, Inc. | History | Reduced | 68,370 | 6,581 | 0.95% | 1.04% | 230 | -1,315 | -1.89% | Q4 2025 | Feb 17, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 68,349 | 6,579 | 0.24% | 0.25% | 231 | -553 | -0.8% | Q4 2025 | Jan 12, 2026 |
| Winthrop Partners - WNY, LLC | History | New | 68,154 | 6,561 | 3.53% | — | 232 | +68,154 | New | Q4 2025 | Mar 12, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 67,449 | 6,493 | 0.1% | 0.11% | 233 | +915 | 1.38% | Q4 2025 | Feb 11, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 64,486 | 6,470 | 0.16% | 0.16% | 234 | -416 | -0.64% | Q4 2025 | Jan 28, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 65,704 | 6,325 | 0.28% | 0.28% | 235 | -2,699 | -3.95% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 65,442 | 6,300 | 0.04% | 0.04% | 236 | +11,153 | 20.54% | Q4 2025 | Feb 17, 2026 |
| Curi Capital, LLC | History | Reduced | 65,273 | 6,283 | 0.11% | 0.12% | 237 | -1,380 | -2.07% | Q4 2025 | Feb 17, 2026 |
| Baron Financial Group, LLC | History | Added to | 65,009 | 6,258 | 3.36% | 3.3% | 238 | +2,575 | 4.12% | Q4 2025 | Jan 09, 2026 |
| Advisory Services Network, LLC | History | Added to | 64,979 | 6,255 | 0.09% | 0.09% | 239 | +1,776 | 2.81% | Q4 2025 | Feb 17, 2026 |
| WESBANCO BANK INC | History | Added to | 64,846 | 6,242 | 0.17% | 0.17% | 240 | +12 | 0.02% | Q4 2025 | Feb 03, 2026 |
| CFM WEALTH PARTNERS LLC | History | Reduced | 63,558 | 6,118 | 0.88% | 0.92% | 241 | -2,148 | -3.27% | Q4 2025 | Jan 27, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 63,311 | 6,094 | 0.49% | 0.51% | 242 | -341 | -0.54% | Q4 2025 | Jan 23, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 62,581 | 6,071 | 0.18% | 0.08% | 243 | +49,459 | 376.92% | Q4 2025 | Feb 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 62,743 | 6,040 | 0.32% | 0.31% | 244 | +1,272 | 2.07% | Q4 2025 | Feb 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 62,700 | 6,036 | 0.2% | 0.19% | 245 | +5,393 | 9.41% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 62,412 | 6,008 | 0.04% | 0.02% | 246 | +29,637 | 90.43% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 61,973 | 5,966 | 0.0% | 0.0% | 247 | +693 | 1.13% | Q4 2025 | Jan 29, 2026 |
| Orin Green Financial, LLC | History | Reduced | 61,837 | 5,953 | 2.38% | 2.54% | 248 | -3,924 | -5.97% | Q4 2025 | Feb 06, 2026 |
| Essex Financial Services, Inc. | History | Added to | 61,737 | 5,943 | 0.34% | 0.35% | 249 | +398 | 0.65% | Q4 2025 | Feb 10, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 61,473 | 5,917 | 1.2% | 1.25% | 250 | +26 | 0.04% | Q4 2025 | Jan 21, 2026 |
| FineMark National Bank & Trust | History | Reduced | 61,035 | 5,875 | 0.18% | 0.19% | 251 | -196 | -0.32% | Q4 2025 | Feb 12, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 60,485 | 5,822 | 0.26% | 0.24% | 252 | +10,513 | 21.04% | Q4 2025 | Feb 17, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 60,040 | 5,780 | 0.67% | 0.74% | 253 | -51 | -0.08% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 59,818 | 5,758 | 0.39% | 0.44% | 254 | -7,390 | -11.0% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Added to | 59,704 | 5,747 | 0.1% | 0.08% | 255 | +22,192 | 59.16% | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | Added to | 59,644 | 5,741 | 1.24% | 1.51% | 256 | +1,311 | 2.25% | Q4 2025 | Feb 12, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 59,539 | 5,731 | 0.71% | 0.75% | 257 | +235 | 0.4% | Q4 2025 | Feb 13, 2026 |
| St. Johns Investment Management Company, LLC | History | Added to | 59,185 | 5,697 | 2.38% | 2.32% | 258 | +2,710 | 4.8% | Q4 2025 | Jan 29, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 58,927 | 5,672 | 0.51% | 0.52% | 259 | +910 | 1.57% | Q4 2025 | Jan 16, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 58,788 | 5,659 | 0.11% | 0.11% | 260 | +34 | 0.06% | Q4 2025 | Feb 06, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 58,687 | 5,649 | 0.44% | 0.49% | 261 | +2,272 | 4.03% | Q4 2025 | Jan 28, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 57,950 | 5,578 | 0.39% | 0.4% | 262 | +275 | 0.48% | Q4 2025 | Jan 07, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 57,634 | 5,548 | 0.37% | 0.39% | 263 | -1,764 | -2.97% | Q4 2025 | Jan 08, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 56,867 | 5,474 | 0.58% | 0.6% | 264 | -7 | -0.01% | Q4 2025 | Jan 20, 2026 |
| Carl P. Sherr & Co., LLC | History | Added to | 55,187 | 5,473 | 2.44% | 2.43% | 265 | +2,144 | 4.04% | Q4 2025 | Feb 09, 2026 |
| One Capital Management, LLC | History | Added to | 56,850 | 5,472 | 0.17% | 0.06% | 266 | +35,835 | 170.52% | Q4 2025 | Feb 10, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 56,623 | 5,451 | 0.29% | 0.39% | 267 | +10,323 | 22.3% | Q4 2025 | Feb 09, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 56,320 | 5,421 | 0.04% | 0.03% | 268 | +1,674 | 3.06% | Q4 2025 | Feb 17, 2026 |
| Canopy Partners, LLC | History | Reduced | 56,176 | 5,408 | 1.76% | 1.82% | 269 | -121 | -0.21% | Q4 2025 | Feb 12, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 56,050 | 5,395 | 0.49% | 0.5% | 270 | -165 | -0.29% | Q4 2025 | Feb 12, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 55,923 | 5,383 | 0.24% | 0.26% | 271 | -229 | -0.41% | Q4 2025 | Jan 14, 2026 |
| SageView Advisory Group, LLC | History | Added to | 55,758 | 5,367 | 0.18% | 0.17% | 272 | +3,741 | 7.19% | Q4 2025 | Feb 17, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 55,609 | 5,353 | 0.2% | 0.22% | 273 | -6,467 | -10.42% | Q4 2025 | Feb 12, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 55,390 | 5,332 | 0.1% | 0.1% | 274 | +616 | 1.12% | Q4 2025 | Feb 17, 2026 |
| AMES NATIONAL CORP | History | Reduced | 55,062 | 5,300 | 3.1% | 3.34% | 275 | -3,140 | -5.4% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 52,895 | 5,092 | 0.11% | 0.11% | 276 | +1,270 | 2.46% | Q4 2025 | Feb 05, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 52,214 | 5,026 | 2.56% | 2.57% | 277 | +1,559 | 3.08% | Q4 2025 | Jan 14, 2026 |
| FDx Advisors, Inc. | History | Added to | 51,775 | 4,984 | 2.54% | 1.48% | 278 | +36 | 0.07% | Q4 2025 | Feb 10, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Reduced | 51,683 | 4,975 | 0.45% | 0.46% | 279 | -2,378 | -4.4% | Q4 2025 | Jan 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 50,812 | 4,891 | 0.05% | 0.06% | 280 | +380 | 0.75% | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | Reduced | 50,718 | 4,882 | 0.0% | 0.0% | 281 | -12,697 | -20.02% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 50,371 | 4,849 | 0.03% | — | 282 | +50,371 | New | Q4 2025 | Feb 18, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 49,759 | 4,790 | 1.5% | 1.45% | 283 | +4,144 | 9.08% | Q4 2025 | Feb 10, 2026 |
| LPWM LLC | History | Added to | 49,147 | 4,731 | 1.19% | 1.2% | 284 | +2,693 | 5.8% | Q4 2025 | Jan 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 48,902 | 4,707 | 0.07% | 0.08% | 285 | -778 | -1.57% | Q4 2025 | Feb 12, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 48,442 | 4,661 | 1.05% | 1.02% | 286 | +2,708 | 5.92% | Q4 2025 | Feb 03, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 48,271 | 4,647 | 0.5% | 0.43% | 287 | +9,465 | 24.39% | Q4 2025 | Jan 08, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 47,203 | 4,544 | 1.61% | 1.53% | 288 | +1,241 | 2.7% | Q4 2025 | Jan 30, 2026 |
| BTC Capital Management, Inc. | History | Added to | 47,200 | 4,543 | 0.32% | 0.3% | 289 | +1,444 | 3.16% | Q4 2025 | Jan 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 47,189 | 4,542 | 0.0% | 0.0% | 290 | -72,311 | -60.51% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 46,123 | 4,485 | 0.06% | 0.06% | 291 | -418 | -0.9% | Q4 2025 | Jan 23, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 46,503 | 4,476 | 0.44% | 0.46% | 292 | -1,308 | -2.74% | Q4 2025 | Jan 20, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Reduced | 46,188 | 4,446 | 0.92% | 1.05% | 293 | -926 | -1.97% | Q4 2025 | Feb 10, 2026 |
| Centennial Bank/AR/ | History | Added to | 45,844 | 4,413 | 1.75% | 1.72% | 294 | +598 | 1.32% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 44,620 | 4,347 | 0.11% | 0.1% | 295 | +3,238 | 7.82% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 45,139 | 4,345 | 0.06% | 0.05% | 296 | +6,036 | 15.44% | Q4 2025 | Feb 02, 2026 |
| DAVIDSON TRUST CO | History | Added to | 44,442 | 4,278 | 1.78% | 1.76% | 297 | +180 | 0.41% | Q4 2025 | Jan 27, 2026 |
| HB Wealth Management, LLC | History | Reduced | 44,280 | 4,262 | 0.03% | 0.03% | 298 | -1,567 | -3.42% | Q4 2025 | Jan 28, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 43,976 | 4,233 | 0.06% | 0.06% | 299 | +6,664 | 17.86% | Q4 2025 | Feb 09, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 43,858 | 4,222 | 0.09% | 0.5% | 300 | +14,008 | 46.93% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 43,510 | 4,188 | 0.13% | 0.13% | 301 | +3,034 | 7.5% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 43,168 | 4,155 | 0.02% | 0.03% | 302 | +470 | 1.1% | Q4 2025 | Feb 03, 2026 |
| Legacy Trust | History | Added to | 42,910 | 4,130 | 0.77% | 0.43% | 304 | +20,370 | 90.37% | Q4 2025 | Jan 22, 2026 |
| Ballentine Partners, LLC | History | Reduced | 42,901 | 4,130 | 0.06% | 0.06% | 303 | -272 | -0.63% | Q4 2025 | Feb 03, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 42,816 | 4,121 | 0.11% | 0.12% | 305 | -166 | -0.39% | Q4 2025 | Feb 03, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 42,768 | 4,117 | 0.27% | 0.27% | 306 | +254 | 0.6% | Q4 2025 | Jan 26, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 42,049 | 4,048 | 0.19% | 0.18% | 307 | +4,569 | 12.19% | Q4 2025 | Feb 04, 2026 |
| NVWM, LLC | History | Added to | 40,356 | 3,885 | 0.85% | 0.85% | 308 | +1,248 | 3.19% | Q4 2025 | Jan 20, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 39,916 | 3,884 | 0.01% | 0.0% | 309 | +24,782 | 163.75% | Q4 2025 | Jan 15, 2026 |
| Fiera Capital Corp | History | Reduced | 40,291 | 3,878 | 0.01% | 0.01% | 310 | -3,841 | -8.7% | Q4 2025 | Feb 11, 2026 |
| Daner Wealth Management, LLC | History | Added to | 37,882 | 3,872 | 2.37% | 2.25% | 311 | +1,539 | 4.23% | Q4 2025 | Feb 11, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 40,210 | 3,871 | 0.42% | 0.45% | 312 | +3,517 | 9.58% | Q4 2025 | Jan 28, 2026 |
| Asset Management Group, Inc. | History | Added to | 39,498 | 3,802 | 0.61% | 0.62% | 313 | +124 | 0.31% | Q4 2025 | Feb 17, 2026 |
| SCS Capital Management LLC | History | Reduced | 39,478 | 3,800 | 0.04% | 0.04% | 314 | -998 | -2.47% | Q4 2025 | Feb 10, 2026 |
| ASPIRIANT, LLC | History | Added to | 39,325 | 3,785 | 0.11% | 0.12% | 315 | +14 | 0.04% | Q4 2025 | Jan 20, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 39,233 | 3,776 | 0.01% | 0.01% | 316 | +1,679 | 4.47% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 39,041 | 3,758 | 0.01% | 0.01% | 317 | +13,688 | 53.99% | Q4 2025 | Feb 17, 2026 |
| Brick & Kyle, Associates | History | Reduced | 38,855 | 3,741 | 1.33% | 1.39% | 318 | -65 | -0.17% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 38,080 | 3,665 | 0.0% | — | 319 | +38,080 | New | Q4 2025 | Feb 13, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 37,802 | 3,639 | 0.02% | 0.0% | 320 | +32,021 | 553.9% | Q4 2025 | Jan 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 37,391 | 3,599 | 1.42% | 1.51% | 321 | +299 | 0.81% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 37,300 | 3,590 | 0.0% | 0.0% | 322 | +1,600 | 4.48% | Q4 2025 | Feb 17, 2026 |
| TFB Advisors LLC | History | Added to | 37,058 | 3,567 | 1.0% | 1.02% | 323 | +458 | 1.25% | Q4 2025 | Feb 13, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 36,980 | 3,560 | 0.51% | — | 324 | +36,980 | New | Q4 2025 | Feb 20, 2026 |
| SouthState Bank Corp | History | Added to | 36,812 | 3,543 | 0.16% | 0.16% | 325 | +1,772 | 5.06% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | Added to | 36,779 | 3,540 | 0.12% | 0.12% | 326 | +191 | 0.52% | Q4 2025 | Jan 14, 2026 |
| FCA CORP /TX | History | Added to | 36,584 | 3,521 | 0.99% | 0.95% | 327 | +982 | 2.76% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Reduced | 36,233 | 3,489 | 0.06% | 0.1% | 328 | -23,256 | -39.09% | Q4 2025 | Feb 09, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 36,209 | 3,485 | 0.26% | 0.29% | 329 | -2,649 | -6.82% | Q4 2025 | Jan 29, 2026 |
| COURIER CAPITAL LLC | History | Added to | 35,797 | 3,446 | 0.19% | 0.2% | 330 | +55 | 0.15% | Q4 2025 | Jan 29, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 35,597 | 3,426 | 1.15% | 1.0% | 331 | +1,902 | 5.64% | Q4 2025 | Jan 13, 2026 |
| Elgethun Capital Management | History | No change | 35,515 | 3,419 | 0.59% | 0.62% | 332 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 35,505 | 3,418 | 0.8% | 0.84% | 333 | +57 | 0.16% | Q4 2025 | Jan 30, 2026 |
| Elyxium Wealth, LLC | History | Reduced | 35,229 | 3,391 | 0.94% | 1.66% | 335 | -14,171 | -28.69% | Q4 2025 | Feb 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 35,233 | 3,391 | 0.13% | 0.13% | 334 | +37 | 0.11% | Q4 2025 | Feb 17, 2026 |
| MATHER GROUP, LLC. | History | Added to | 35,162 | 3,385 | 0.03% | 0.03% | 336 | +129 | 0.37% | Q4 2025 | Jan 13, 2026 |
| GRANVILLE CAPITAL, INC. | History | New | 35,060 | 3,375 | 1.79% | — | 337 | +35,060 | New | Q4 2025 | Feb 13, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Added to | 35,015 | 3,370 | 1.45% | 1.62% | 338 | +8 | 0.02% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 34,800 | 3,350 | 0.01% | 0.0% | 339 | +12,600 | 56.76% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 34,783 | 3,348 | 0.29% | 0.28% | 340 | +1,500 | 4.51% | Q4 2025 | Jan 26, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 34,748 | 3,345 | 0.17% | 0.17% | 341 | -22 | -0.06% | Q4 2025 | Feb 02, 2026 |
| World Investment Advisors | History | Added to | 34,676 | 3,338 | 0.05% | 0.06% | 342 | +3,681 | 11.88% | Q4 2025 | Mar 12, 2026 |
| Pathway Financial Advisors LLC | History | No change | 33,355 | 3,330 | 0.42% | 0.43% | 343 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Atria Investments, Inc | History | Added to | 34,515 | 3,322 | 0.04% | 0.04% | 344 | +1,988 | 6.11% | Q4 2025 | Feb 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 34,381 | 3,309 | 0.07% | 0.08% | 345 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 34,327 | 3,304 | 2.57% | — | 346 | +34,327 | New | Q4 2025 | Feb 06, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 33,969 | 3,270 | 0.0% | 0.0% | 347 | +27,919 | 461.47% | Q4 2025 | Feb 13, 2026 |
| GREENLEAF TRUST | History | Reduced | 33,872 | 3,260 | 0.03% | 0.04% | 348 | -10,295 | -23.31% | Q4 2025 | Jan 21, 2026 |
| VestGen Advisors, LLC | History | Reduced | 33,668 | 3,241 | 0.14% | 0.48% | 349 | -116,022 | -77.51% | Q4 2025 | Feb 17, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 33,448 | 3,220 | 0.67% | 0.72% | 350 | -1,323 | -3.8% | Q4 2025 | Jan 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 33,430 | 3,218 | 0.0% | 0.0% | 351 | +17,931 | 115.69% | Q4 2025 | Feb 17, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 30,999 | 3,133 | 0.35% | 0.5% | 352 | -13,044 | -29.62% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 32,334 | 3,112 | 0.08% | 0.08% | 353 | +75 | 0.23% | Q4 2025 | Jan 28, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 32,051 | 3,085 | 0.91% | 0.93% | 354 | +432 | 1.37% | Q4 2025 | Feb 04, 2026 |
| Sigma Planning Corp | History | Added to | 32,023 | 3,082 | 0.09% | 0.08% | 355 | +2,560 | 8.69% | Q4 2025 | Jan 30, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | Added to | 31,804 | 3,061 | 2.43% | 2.22% | 356 | +3,963 | 14.23% | Q4 2025 | Feb 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 36,726 | 3,056 | 0.07% | 0.07% | 357 | -753 | -2.01% | Q4 2025 | Feb 11, 2026 |
| Sowell Financial Services LLC | History | Added to | 31,739 | 3,055 | 0.11% | 0.11% | 358 | +1,569 | 5.2% | Q4 2025 | Jan 21, 2026 |
| Finley Financial, LLC | History | Reduced | 31,495 | 3,032 | 1.39% | 1.53% | 359 | -2,670 | -7.82% | Q4 2025 | Jan 21, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 31,322 | 3,015 | 0.09% | 0.09% | 360 | +556 | 1.81% | Q4 2025 | Feb 10, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 31,312 | 3,014 | 0.25% | 0.26% | 361 | -83 | -0.26% | Q4 2025 | Jan 27, 2026 |
| Allen Investment Management, LLC | History | No change | 31,000 | 2,984 | 0.03% | 0.03% | 362 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Motiv8 Investments LLC | History | Added to | 30,982 | 2,983 | 1.63% | 1.58% | 363 | +224 | 0.73% | Q4 2025 | Feb 13, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Reduced | 30,916 | 2,976 | 0.64% | 0.68% | 364 | -240 | -0.77% | Q4 2025 | Jan 28, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 30,877 | 2,972 | 0.11% | 0.07% | 365 | +19,793 | 178.57% | Q4 2025 | Feb 04, 2026 |
| Procyon Advisors, LLC | History | Added to | 30,832 | 2,968 | 0.15% | 0.17% | 366 | +457 | 1.5% | Q4 2025 | Jan 07, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 30,489 | 2,935 | 0.04% | 0.04% | 367 | -125 | -0.41% | Q4 2025 | Feb 17, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 30,453 | 2,931 | 0.16% | 0.17% | 368 | -3,256 | -9.66% | Q4 2025 | Feb 06, 2026 |
| HSBC HOLDINGS PLC | History | New | 29,974 | 2,885 | 0.0% | — | 369 | +29,974 | New | Q4 2025 | Mar 20, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Added to | 29,919 | 2,880 | 1.45% | 1.4% | 370 | +2,127 | 7.65% | Q4 2025 | Jan 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 29,888 | 2,877 | 0.04% | 0.04% | 371 | -887 | -2.88% | Q4 2025 | Feb 10, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 29,852 | 2,873 | 0.19% | 0.2% | 372 | -927 | -3.01% | Q4 2025 | Feb 18, 2026 |
| SMITH, MOORE & CO. | History | Added to | 29,759 | 2,864 | 0.22% | 0.21% | 373 | +1,946 | 7.0% | Q4 2025 | Jan 23, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 29,677 | 2,857 | 0.07% | 0.1% | 374 | -32 | -0.11% | Q4 2025 | Feb 17, 2026 |
| KKM Financial LLC | History | No change | 29,651 | 2,854 | 0.51% | 0.9% | 375 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 29,397 | 2,830 | 0.48% | 0.44% | 376 | +2,784 | 10.46% | Q4 2025 | Jan 20, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 29,315 | 2,822 | 0.05% | 0.04% | 377 | +3,440 | 13.29% | Q4 2025 | Jan 22, 2026 |
| Grove Bank & Trust | History | Added to | 29,219 | 2,812 | 0.32% | 0.32% | 378 | +1,310 | 4.69% | Q4 2025 | Jan 08, 2026 |
| Fund Evaluation Group, LLC | History | No change | 29,075 | 2,799 | 0.09% | 0.1% | 379 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 29,009 | 2,792 | 0.77% | 0.77% | 380 | -209 | -0.72% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 28,979 | 2,789 | 0.03% | 0.03% | 381 | +8,821 | 43.76% | Q4 2025 | Jan 23, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 28,965 | 2,788 | 0.89% | 0.92% | 382 | -279 | -0.95% | Q4 2025 | Jan 21, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 28,952 | 2,787 | 0.15% | 0.18% | 383 | -3,617 | -11.11% | Q4 2025 | Feb 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 28,750 | 2,767 | 0.21% | 0.23% | 384 | -752 | -2.55% | Q4 2025 | Feb 13, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 28,500 | 2,743 | 0.37% | 0.4% | 385 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Continuum Advisory, LLC | History | Added to | 28,365 | 2,730 | 0.27% | 0.2% | 386 | +8,819 | 45.12% | Q4 2025 | Feb 11, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 28,241 | 2,718 | 0.27% | 0.29% | 387 | -887 | -3.05% | Q4 2025 | Jan 26, 2026 |
| JSF Financial, LLC | History | Reduced | 28,113 | 2,706 | 0.56% | 0.6% | 388 | -68 | -0.24% | Q4 2025 | Feb 04, 2026 |
| May Barnhard Investments LLC | History | No change | 28,043 | 2,699 | 1.28% | 1.26% | 389 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Erste Asset Management GmbH | History | New | 27,900 | 2,685 | 0.02% | — | 390 | +27,900 | New | Q4 2025 | Feb 11, 2026 |
| Lee-Kelleher Wealth Management | History | No change | 27,899 | 2,685 | 1.6% | 1.66% | 391 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| GAMMA Investing LLC | History | Added to | 27,840 | 2,680 | 0.13% | 0.14% | 392 | +621 | 2.28% | Q4 2025 | Jan 05, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 27,665 | 2,663 | 0.17% | 0.17% | 393 | -363 | -1.3% | Q4 2025 | Jan 15, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 27,503 | 2,647 | 0.3% | 0.32% | 394 | +321 | 1.18% | Q4 2025 | Feb 04, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 27,464 | 2,643 | 0.29% | 0.31% | 395 | -827 | -2.92% | Q4 2025 | Feb 18, 2026 |
| Valmark Advisers, Inc. | History | Added to | 27,306 | 2,628 | 0.03% | 0.03% | 396 | +240 | 0.89% | Q4 2025 | Jan 26, 2026 |
| HT Partners LLC | History | No change | 26,956 | 2,595 | 0.77% | 0.8% | 397 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| DOVER ADVISORS, LLC | History | Reduced | 26,847 | 2,584 | 1.0% | 1.11% | 398 | -2,014 | -6.98% | Q4 2025 | Feb 10, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 26,684 | 2,568 | 0.19% | 0.2% | 399 | -548 | -2.01% | Q4 2025 | Feb 04, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 26,608 | 2,561 | 0.09% | 0.07% | 400 | +6,373 | 31.49% | Q4 2025 | Feb 04, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 26,391 | 2,540 | 0.14% | 0.15% | 401 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | Reduced | 26,371 | 2,538 | 1.33% | 1.44% | 402 | -1,873 | -6.63% | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 26,160 | 2,518 | 0.14% | 0.15% | 403 | +45 | 0.17% | Q4 2025 | Jan 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 26,085 | 2,511 | 0.02% | 0.02% | 404 | +2,689 | 11.49% | Q4 2025 | Jan 26, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | History | Reduced | 25,800 | 2,483 | 0.11% | 0.15% | 405 | -7,930 | -23.51% | Q4 2025 | Feb 12, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 25,653 | 2,469 | 0.18% | 0.18% | 406 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Madison Asset Management, LLC | History | Added to | 25,602 | 2,464 | 0.03% | 0.01% | 407 | +19,298 | 306.12% | Q4 2025 | Feb 04, 2026 |
| Arkadios Wealth Advisors | History | Added to | 25,557 | 2,460 | 0.05% | 0.03% | 408 | +10,801 | 73.2% | Q4 2025 | Feb 13, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 25,265 | 2,432 | 0.72% | 0.75% | 409 | -160 | -0.63% | Q4 2025 | Jan 21, 2026 |
| Denver PWM, LLC | History | No change | 26,450 | 2,432 | 0.81% | 0.76% | 410 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 25,259 | 2,431 | 0.09% | 0.08% | 411 | +5,290 | 26.49% | Q4 2025 | Feb 06, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 25,075 | 2,413 | 0.36% | 0.4% | 412 | -1,699 | -6.35% | Q4 2025 | Jan 16, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 25,012 | 2,407 | 0.41% | 0.41% | 413 | +241 | 0.97% | Q4 2025 | Jan 27, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 25,000 | 2,406 | 0.0% | 0.0% | 414 | -842 | -3.26% | Q4 2025 | Feb 17, 2026 |
| DAGCO, INC. | History | Reduced | 24,962 | 2,403 | 0.56% | 0.63% | 415 | -942 | -3.64% | Q4 2025 | Jan 08, 2026 |
| St. Clair Advisors, LLC | History | Added to | 24,925 | 2,399 | 0.62% | 0.57% | 416 | +2,550 | 11.4% | Q4 2025 | Jan 20, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 3,915 | 2,394 | 0.14% | 0.04% | 417 | -158 | -3.88% | Q4 2025 | Jan 29, 2026 |
| Evensky & Katz LLC | History | Added to | 24,797 | 2,387 | 0.13% | 0.14% | 418 | +23 | 0.09% | Q4 2025 | Feb 05, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 24,765 | 2,384 | 0.11% | 0.13% | 419 | -576 | -2.27% | Q4 2025 | Jan 14, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 24,687 | 2,376 | 0.12% | 0.05% | 420 | +15,849 | 179.33% | Q4 2025 | Mar 04, 2026 |
| Meridian Financial Partners LLC | History | No change | 23,482 | 2,368 | 0.94% | 0.95% | 421 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 24,388 | 2,347 | 0.01% | 0.01% | 422 | +2,751 | 12.71% | Q4 2025 | Jan 27, 2026 |
| Busey Bank | History | Reduced | 24,336 | 2,342 | 0.06% | 0.07% | 423 | -42 | -0.17% | Q4 2025 | Jan 27, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 24,216 | 2,331 | 0.47% | 0.51% | 424 | -369 | -1.5% | Q4 2025 | Jan 23, 2026 |
| Sepio Capital, LP | History | New | 24,072 | 2,317 | 0.13% | — | 425 | +24,072 | New | Q4 2025 | Feb 12, 2026 |
| Brooklyn Investment Group | History | Added to | 23,636 | 2,303 | 0.11% | 0.06% | 427 | +16,556 | 233.84% | Q4 2025 | Feb 12, 2026 |
| SVB WEALTH LLC | History | Added to | 23,924 | 2,303 | 0.14% | 0.12% | 426 | +1,547 | 6.91% | Q4 2025 | Feb 04, 2026 |
| Alley Investment Management Company, LLC | History | Reduced | 23,729 | 2,284 | 0.27% | 0.27% | 428 | -80 | -0.34% | Q4 2025 | Jan 27, 2026 |
| MIDDLETON & CO INC/MA | History | Reduced | 23,678 | 2,279 | 0.24% | 0.25% | 429 | -220 | -0.92% | Q4 2025 | Jan 29, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 23,531 | 2,265 | 0.03% | 0.03% | 430 | -200 | -0.84% | Q4 2025 | Feb 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 23,513 | 2,263 | 0.04% | 0.05% | 431 | -1,613 | -6.42% | Q4 2025 | Jan 14, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 23,308 | 2,243 | 0.51% | 0.48% | 432 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Parallel Advisors, LLC | History | Added to | 23,214 | 2,234 | 0.04% | 0.04% | 433 | +1,924 | 9.04% | Q4 2025 | Feb 11, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 23,194 | 2,232 | 0.34% | 0.36% | 434 | -342 | -1.45% | Q4 2025 | Jan 08, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 23,131 | 2,226 | 0.07% | 0.08% | 435 | -115 | -0.49% | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 23,026 | 2,216 | 0.0% | 0.0% | 436 | +4,284 | 22.86% | Q4 2025 | Jan 30, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 22,954 | 2,209 | 0.14% | 0.15% | 437 | -248 | -1.07% | Q4 2025 | Jan 20, 2026 |
| LCNB CORP | History | Reduced | 22,691 | 2,184 | 0.73% | 0.77% | 438 | -180 | -0.79% | Q4 2025 | Feb 10, 2026 |
| Ellenbecker Investment Group | History | Reduced | 22,679 | 2,183 | 0.31% | 0.33% | 439 | -210 | -0.92% | Q4 2025 | Jan 30, 2026 |
| WELCH & FORBES LLC | History | Reduced | 22,555 | 2,171 | 0.03% | 0.03% | 440 | -277 | -1.21% | Q4 2025 | Feb 10, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 22,548 | 2,170 | 0.11% | 0.14% | 441 | -1,490 | -6.2% | Q4 2025 | Jan 26, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 22,481 | 2,164 | 0.34% | 0.45% | 442 | -7,228 | -24.33% | Q4 2025 | Jan 12, 2026 |
| EASTERN BANK | History | Reduced | 22,290 | 2,145 | 0.04% | 0.06% | 443 | -10,209 | -31.41% | Q4 2025 | Jan 14, 2026 |
| Venturi Wealth Management, LLC | History | No change | 22,280 | 2,144 | 0.1% | 0.1% | 444 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 22,225 | 2,139 | 0.02% | 0.02% | 445 | +894 | 4.19% | Q4 2025 | Feb 13, 2026 |
| Heritage Wealth Advisors | History | Reduced | 22,225 | 2,139 | 0.08% | 0.09% | 446 | -80 | -0.36% | Q4 2025 | Feb 13, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 22,150 | 2,132 | 0.14% | 0.15% | 447 | -630 | -2.77% | Q4 2025 | Jan 09, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 22,102 | 2,127 | 0.59% | 0.9% | 448 | -21,436 | -49.24% | Q4 2025 | Feb 12, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | No change | 22,086 | 2,126 | 0.16% | 0.18% | 449 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Allworth Financial LP | History | New | 21,783 | 2,097 | 0.01% | — | 450 | +21,783 | New | Q4 2025 | Feb 05, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 21,781 | 2,096 | 0.19% | 0.19% | 451 | +1,357 | 6.64% | Q4 2025 | Feb 11, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 21,723 | 2,091 | 0.08% | 0.09% | 452 | +150 | 0.7% | Q4 2025 | Jan 14, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 20,721 | 2,088 | 0.07% | 0.04% | 453 | +9,149 | 79.06% | Q4 2025 | Jan 23, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Added to | 20,770 | 2,079 | 1.39% | 1.21% | 454 | +3,660 | 21.39% | Q4 2025 | Jan 15, 2026 |
| BG Investment Services, LLC | History | Reduced | 21,557 | 2,075 | 1.85% | 2.17% | 455 | -1,285 | -5.63% | Q4 2025 | Feb 05, 2026 |
| 1ST SOURCE BANK | History | Reduced | 21,444 | 2,064 | 0.11% | 0.11% | 456 | -276 | -1.27% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 21,247 | 2,045 | 0.11% | 0.11% | 457 | +24 | 0.11% | Q4 2025 | Feb 05, 2026 |
| BankPlus Wealth Management LLC | History | Added to | 21,206 | 2,041 | 1.13% | 1.18% | 458 | +498 | 2.4% | Q4 2025 | Feb 04, 2026 |
| Nvest Financial, LLC | History | Added to | 21,195 | 2,040 | 0.85% | 0.93% | 459 | +4,486 | 26.85% | Q4 2025 | Feb 10, 2026 |
| HORAN Wealth, LLC | History | Added to | 21,118 | 2,032 | 0.31% | 0.32% | 460 | +16 | 0.08% | Q4 2025 | Feb 04, 2026 |
| Manchester Capital Management LLC | History | No change | 21,068 | 2,028 | 0.28% | 0.28% | 461 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 20,947 | 2,016 | 0.1% | 0.1% | 462 | -16 | -0.08% | Q4 2025 | Jan 20, 2026 |
| Americana Partners, LLC | History | Added to | 20,760 | 1,998 | 0.05% | 0.06% | 463 | +33 | 0.16% | Q4 2025 | Feb 06, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 20,750 | 1,997 | 0.04% | 0.04% | 464 | +353 | 1.73% | Q4 2025 | Feb 10, 2026 |
| Guardian Wealth Advisors, LLC | History | Reduced | 20,378 | 1,961 | 1.11% | 1.13% | 465 | -334 | -1.61% | Q4 2025 | Feb 02, 2026 |
| SWMG, LLC | History | Added to | 19,213 | 1,955 | 0.54% | 0.53% | 466 | +1,002 | 5.5% | Q4 2025 | Feb 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 20,270 | 1,951 | 0.04% | 0.04% | 467 | -577 | -2.77% | Q4 2025 | Jan 07, 2026 |
| Farmers National Bank | History | New | 20,160 | 1,940 | 0.43% | — | 468 | +20,160 | New | Q4 2025 | Mar 12, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 20,090 | 1,934 | 0.25% | 0.27% | 469 | -313 | -1.53% | Q4 2025 | Jan 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 20,000 | 1,925 | 0.0% | 0.0% | 471 | +2,500 | 14.29% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Added to | 20,001 | 1,925 | 0.04% | 0.04% | 470 | +300 | 1.52% | Q4 2025 | Feb 17, 2026 |
| Climber Capital SA | History | New | 21,152 | 1,924 | 1.25% | — | 472 | +21,152 | New | Q4 2025 | Feb 03, 2026 |
| MBL Wealth, LLC | History | Added to | 19,919 | 1,917 | 0.15% | 0.15% | 473 | +2,225 | 12.57% | Q4 2025 | Jan 21, 2026 |
| Columbus Macro, LLC | History | Added to | 19,881 | 1,913 | 0.21% | 0.21% | 474 | +787 | 4.12% | Q4 2025 | Jan 15, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 19,854 | 1,911 | 0.01% | 0.01% | 475 | +8,165 | 69.85% | Q4 2025 | Feb 17, 2026 |
| TSG Advice Partners, LLC | History | New | 19,778 | 1,904 | 0.29% | — | 476 | +19,778 | New | Q4 2025 | Feb 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 19,718 | 1,898 | 0.05% | 0.05% | 477 | +1,031 | 5.52% | Q4 2025 | Feb 09, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 19,716 | 1,898 | 0.67% | 0.74% | 479 | -80 | -0.4% | Q4 2025 | Feb 13, 2026 |
| Boston Trust Walden Corp | History | No change | 19,725 | 1,898 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WATERS PARKERSON & CO., LLC | History | Reduced | 19,691 | 1,895 | 0.09% | 0.1% | 480 | -500 | -2.48% | Q4 2025 | Feb 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 19,677 | 1,894 | 0.05% | 0.05% | 481 | -679 | -3.34% | Q4 2025 | Jan 23, 2026 |
| Simmons Bank | History | No change | 19,569 | 1,883 | 0.13% | 0.13% | 482 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Zhang Financial LLC | History | Added to | 19,533 | 1,880 | 0.07% | 0.08% | 483 | +9 | 0.05% | Q4 2025 | Feb 10, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 19,509 | 1,878 | 0.11% | 0.1% | 484 | +1,947 | 11.09% | Q4 2025 | Jan 20, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 19,329 | 1,860 | 0.86% | 0.83% | 485 | +989 | 5.39% | Q4 2025 | Jan 28, 2026 |
| Montecito Bank & Trust | History | Reduced | 19,277 | 1,855 | 0.3% | 0.29% | 486 | -32 | -0.17% | Q4 2025 | Jan 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 19,192 | 1,847 | 0.01% | 0.01% | 487 | +2,616 | 15.78% | Q4 2025 | Feb 11, 2026 |
| PEOPLES BANK /OH | History | Reduced | 18,973 | 1,826 | 1.13% | 1.13% | 488 | -19 | -0.1% | Q4 2025 | Jan 29, 2026 |
| Fairway Wealth LLC | History | Added to | 18,911 | 1,820 | 0.49% | 0.51% | 489 | +69 | 0.37% | Q4 2025 | Jan 28, 2026 |
| Arax Advisory Partners | History | New | 18,866 | 1,816 | 0.05% | — | 490 | +18,866 | New | Q4 2025 | Feb 13, 2026 |
| Csenge Advisory Group | History | Added to | 18,845 | 1,814 | 0.08% | 0.09% | 491 | +4 | 0.02% | Q4 2025 | Feb 06, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 18,805 | 1,810 | 0.05% | 0.05% | 492 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Financial Partners Group, Inc | History | Added to | 18,217 | 1,806 | 0.21% | 0.21% | 493 | +768 | 4.4% | Q4 2025 | Feb 03, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 18,736 | 1,803 | 1.36% | 1.36% | 494 | +2,913 | 18.41% | Q4 2025 | Jan 20, 2026 |
| Legacy Bridge, LLC | History | Reduced | 18,724 | 1,802 | 0.73% | 0.75% | 495 | -70 | -0.37% | Q4 2025 | Jan 23, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 18,651 | 1,795 | 0.71% | 0.75% | 496 | +429 | 2.35% | Q4 2025 | Jan 22, 2026 |
| CONNING INC. | History | Reduced | 18,612 | 1,791 | 0.06% | 0.07% | 497 | -1,986 | -9.64% | Q4 2025 | Feb 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 18,541 | 1,784 | 0.05% | 0.05% | 498 | -76 | -0.41% | Q4 2025 | Jan 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 18,487 | 1,779 | 0.08% | 0.09% | 499 | -1,094 | -5.59% | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Added to | 18,485 | 1,779 | 0.06% | 0.07% | 500 | +4 | 0.02% | Q4 2025 | Jan 27, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 18,346 | 1,766 | 0.08% | 0.09% | 501 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 18,303 | 1,762 | 0.33% | 0.39% | 502 | -2,150 | -10.51% | Q4 2025 | Feb 13, 2026 |
| Choate Investment Advisors | History | Reduced | 18,242 | 1,756 | 0.03% | 0.04% | 503 | -470 | -2.51% | Q4 2025 | Feb 09, 2026 |
| PFG Investments, LLC | History | Reduced | 18,184 | 1,750 | 0.08% | 0.1% | 504 | -946 | -4.95% | Q4 2025 | Jan 26, 2026 |
| Virtue Capital Management, LLC | History | New | 26,696 | 1,744 | 0.27% | — | 505 | +26,696 | New | Q4 2025 | Feb 18, 2026 |
| Atala Financial Inc | History | Added to | 18,040 | 1,736 | 1.11% | 1.06% | 506 | +498 | 2.84% | Q4 2025 | Jan 23, 2026 |
| DAVIS R M INC | History | Added to | 17,854 | 1,718 | 0.03% | 0.03% | 507 | +383 | 2.19% | Q4 2025 | Feb 12, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 17,766 | 1,710 | 0.87% | 0.88% | 509 | +600 | 3.5% | Q4 2025 | Feb 17, 2026 |
| Newport Capital Group, LLC | History | Added to | 17,770 | 1,710 | 1.05% | 1.08% | 508 | +13 | 0.07% | Q4 2025 | Feb 13, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 17,747 | 1,708 | 0.12% | 0.12% | 510 | +78 | 0.44% | Q4 2025 | Feb 10, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 16,763 | 1,706 | 0.04% | 0.04% | 511 | +264 | 1.6% | Q4 2025 | Feb 09, 2026 |
| Investors Research Corp | History | No change | 17,704 | 1,704 | 0.31% | 0.32% | 512 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Roundview Capital LLC | History | Added to | 17,674 | 1,701 | 0.1% | 0.11% | 513 | +36 | 0.2% | Q4 2025 | Feb 09, 2026 |
| Sage Capital Advisors,llc | History | Added to | 17,613 | 1,695 | 0.4% | 0.4% | 514 | +48 | 0.27% | Q4 2025 | Jan 06, 2026 |
| Leo Wealth, LLC | History | Added to | 17,582 | 1,692 | 0.12% | 0.22% | 515 | +71 | 0.41% | Q4 2025 | Jan 21, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 17,457 | 1,680 | 0.46% | 0.49% | 516 | -90 | -0.51% | Q4 2025 | Feb 09, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 17,402 | 1,675 | 0.09% | 0.08% | 517 | +2,500 | 16.78% | Q4 2025 | Jan 13, 2026 |
| Crumly & Associates Inc. | History | Reduced | 17,403 | 1,675 | 0.35% | 0.37% | 518 | -30 | -0.17% | Q4 2025 | Jan 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 16,870 | 1,674 | 0.38% | 0.42% | 519 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| WestHill Financial Advisors, Inc. | History | Added to | 17,382 | 1,673 | 0.32% | 0.31% | 520 | +898 | 5.45% | Q4 2025 | Jan 21, 2026 |
| MidWestOne Financial Group, Inc. | History | Reduced | 17,130 | 1,649 | 0.18% | 0.21% | 521 | -1,003 | -5.53% | Q4 2025 | Feb 12, 2026 |
| Strategic Advisors LLC | History | Reduced | 16,916 | 1,628 | 0.25% | 0.27% | 522 | -320 | -1.86% | Q4 2025 | Feb 10, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 16,884 | 1,625 | 0.58% | 0.63% | 523 | -37 | -0.22% | Q4 2025 | Feb 13, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 15,912 | 1,624 | 0.34% | 0.64% | 524 | -7,595 | -32.31% | Q4 2025 | Feb 13, 2026 |
| Fulcrum Capital LLC | History | Reduced | 16,863 | 1,623 | 0.33% | 0.34% | 525 | -307 | -1.79% | Q4 2025 | Jan 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 16,858 | 1,622 | 0.08% | 0.08% | 526 | +374 | 2.27% | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | Added to | 16,794 | 1,616 | 0.03% | 0.01% | 527 | +11,842 | 239.14% | Q4 2025 | Jan 28, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 16,729 | 1,611 | 0.1% | 0.1% | 528 | +159 | 0.96% | Q4 2025 | Feb 13, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 16,700 | 1,607 | 0.05% | 0.06% | 529 | -133 | -0.79% | Q4 2025 | Jan 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 16,685 | 1,606 | 0.02% | 0.04% | 530 | -24,543 | -59.53% | Q4 2025 | Feb 13, 2026 |
| St. Louis Trust Co | History | New | 16,660 | 1,603 | 0.18% | — | 531 | +16,660 | New | Q4 2025 | Feb 09, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 16,625 | 1,600 | 0.05% | 0.05% | 532 | -225 | -1.34% | Q4 2025 | Feb 06, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 16,581 | 1,596 | 0.04% | 0.03% | 533 | +3,967 | 31.45% | Q4 2025 | Feb 17, 2026 |
| Carroll Advisory Group, LLC | History | New | 16,464 | 1,584 | 0.69% | — | 534 | +16,464 | New | Q4 2025 | Feb 09, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Reduced | 16,390 | 1,577 | 0.14% | 0.16% | 535 | -151 | -0.91% | Q4 2025 | Jan 30, 2026 |
| Well Done, LLC | History | Added to | 16,336 | 1,572 | 0.23% | 0.26% | 536 | +623 | 3.96% | Q4 2025 | Jan 13, 2026 |
| IFG Advisors, LLC | History | Added to | 16,292 | 1,568 | 0.26% | 0.24% | 537 | +1,028 | 6.73% | Q4 2025 | Jan 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 16,264 | 1,565 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 16,214 | 1,560 | 0.19% | 0.19% | 539 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 16,172 | 1,556 | 0.08% | 0.08% | 540 | -511 | -3.06% | Q4 2025 | Feb 11, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 16,140 | 1,553 | 0.17% | 0.2% | 541 | -2,519 | -13.5% | Q4 2025 | Jan 28, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 16,085 | 1,548 | 0.02% | — | 542 | +16,085 | New | Q4 2025 | Feb 13, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | Reduced | 15,871 | 1,544 | 1.46% | 1.12% | 544 | -109 | -0.68% | Q4 2025 | Jan 13, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 16,047 | 1,544 | 0.21% | 0.2% | 543 | -19 | -0.12% | Q4 2025 | Jan 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 16,037 | 1,543 | 0.03% | 0.03% | 545 | +970 | 6.44% | Q4 2025 | Feb 12, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 15,998 | 1,540 | 0.05% | 0.01% | 546 | +13,595 | 565.75% | Q4 2025 | Jan 16, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 15,986 | 1,538 | 0.43% | 0.09% | 547 | +12,841 | 408.3% | Q4 2025 | Jan 23, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 15,927 | 1,533 | 0.11% | 0.12% | 548 | -15 | -0.09% | Q4 2025 | Feb 13, 2026 |
| Compton Wealth Advisory Group, LLC | History | Added to | 15,901 | 1,530 | 0.33% | 0.36% | 549 | +1 | 0.01% | Q4 2025 | Jan 13, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 15,798 | 1,520 | 0.1% | 0.11% | 550 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 15,239 | 1,467 | 0.05% | 0.06% | 551 | +61 | 0.4% | Q4 2025 | Feb 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 15,223 | 1,465 | 0.18% | 0.17% | 553 | +57 | 0.38% | Q4 2025 | Feb 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 15,227 | 1,465 | 0.14% | 0.14% | 552 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Avior Wealth Management, LLC | History | Added to | 15,211 | 1,464 | 0.05% | 0.05% | 554 | +295 | 1.98% | Q4 2025 | Jan 06, 2026 |
| GC Wealth Management RIA, LLC | History | New | 15,163 | 1,459 | 0.05% | — | 555 | +15,163 | New | Q4 2025 | Jan 30, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Added to | 15,152 | 1,458 | 0.57% | 0.66% | 556 | +402 | 2.73% | Q4 2025 | Feb 11, 2026 |
| Luminvest Wealth Management LLC | History | No change | 15,056 | 1,449 | 0.4% | 0.47% | 557 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SlateStone Wealth, LLC | History | No change | 15,042 | 1,448 | 0.12% | 0.13% | 558 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 15,011 | 1,445 | 0.05% | 0.05% | 559 | +867 | 6.13% | Q4 2025 | Jan 12, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 14,975 | 1,441 | 0.05% | 0.05% | 560 | -642 | -4.11% | Q4 2025 | Jan 29, 2026 |
| ASSETMARK, INC | History | Added to | 14,871 | 1,431 | 0.0% | 0.0% | 561 | +2,420 | 19.44% | Q4 2025 | Jan 23, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 14,752 | 1,420 | 0.38% | 0.4% | 563 | +45 | 0.31% | Q4 2025 | Jan 14, 2026 |
| Sage Mountain Advisors LLC | History | No change | 14,756 | 1,420 | 0.08% | 0.08% | 562 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Atlas Brown,Inc. | History | Reduced | 14,710 | 1,416 | 0.42% | 0.44% | 564 | -587 | -3.84% | Q4 2025 | Jan 09, 2026 |
| MBA Advisors LLC | History | No change | 14,648 | 1,410 | 0.57% | 0.6% | 565 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Simplicity Wealth,LLC | History | Added to | 14,636 | 1,408 | 0.08% | 0.08% | 566 | +416 | 2.93% | Q4 2025 | Jan 30, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 14,604 | 1,405 | 0.27% | 0.29% | 567 | -608 | -4.0% | Q4 2025 | Jan 21, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 14,593 | 1,404 | 0.03% | 0.03% | 568 | -949 | -6.11% | Q4 2025 | Jan 07, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 14,531 | 1,398 | 0.0% | 0.0% | 569 | +11,849 | 441.8% | Q4 2025 | Feb 17, 2026 |
| Argentarii, LLC | History | New | 14,507 | 1,396 | 0.45% | — | 570 | +14,507 | New | Q4 2025 | Jan 13, 2026 |
| Vivaldi Capital Management LP | History | Added to | 14,464 | 1,392 | 0.19% | 0.2% | 571 | +1 | 0.01% | Q4 2025 | Feb 13, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 14,469 | 1,392 | 0.06% | 0.06% | 572 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PFG Advisors | History | Added to | 14,357 | 1,382 | 0.07% | 0.05% | 573 | +1,754 | 13.92% | Q4 2025 | Jan 27, 2026 |
| GM Advisory Group, LLC | History | Reduced | 14,313 | 1,377 | 0.05% | 0.06% | 574 | -120 | -0.83% | Q4 2025 | Feb 13, 2026 |
| CERTUITY, LLC | History | Reduced | 14,283 | 1,375 | 0.09% | 0.1% | 575 | -1,066 | -6.95% | Q4 2025 | Jan 30, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 14,260 | 1,372 | 0.06% | 0.06% | 576 | -136 | -0.94% | Q4 2025 | Feb 10, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | New | 14,230 | 1,369 | 0.2% | — | 578 | +14,230 | New | Q4 2025 | Jan 21, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 14,223 | 1,369 | 0.01% | 0.01% | 577 | +1,037 | 7.86% | Q4 2025 | Feb 12, 2026 |
| RMR Wealth Builders | History | Reduced | 14,193 | 1,366 | 0.11% | 0.12% | 579 | -213 | -1.48% | Q4 2025 | Jan 29, 2026 |
| Bill Few Associates, Inc. | History | No change | 14,193 | 1,366 | 0.34% | 0.35% | 580 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 14,001 | 1,347 | 0.22% | 0.22% | 581 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 13,973 | 1,345 | 0.11% | 0.12% | 582 | -278 | -1.95% | Q4 2025 | Jan 02, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 13,942 | 1,342 | 0.38% | 0.39% | 583 | -693 | -4.74% | Q4 2025 | Feb 06, 2026 |
| Ehrenkranz Partners L.P. | History | Added to | 13,935 | 1,341 | 1.52% | 1.18% | 584 | +37 | 0.27% | Q4 2025 | Feb 17, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 13,913 | 1,339 | 0.09% | 0.09% | 585 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bison Wealth, LLC | History | New | 13,943 | 1,334 | 0.15% | — | 586 | +13,943 | New | Q4 2025 | Mar 24, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 13,853 | 1,333 | 0.82% | 0.84% | 587 | +129 | 0.94% | Q4 2025 | Jan 15, 2026 |
| Klingman & Associates, LLC | History | Reduced | 13,797 | 1,328 | 0.06% | 0.07% | 588 | -100 | -0.72% | Q4 2025 | Jan 29, 2026 |
| Jordan Park Group LLC | History | Reduced | 13,742 | 1,322 | 0.08% | 0.1% | 589 | -4,048 | -22.75% | Q4 2025 | Feb 10, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 13,655 | 1,314 | 0.3% | 0.3% | 590 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 13,631 | 1,312 | 0.06% | 0.02% | 591 | +8,821 | 183.39% | Q4 2025 | Feb 02, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 13,634 | 1,312 | 0.03% | 0.02% | 592 | +4,274 | 45.66% | Q4 2025 | Feb 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 13,516 | 1,301 | 0.02% | 0.02% | 593 | -951 | -6.57% | Q4 2025 | Feb 09, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 13,484 | 1,298 | 0.08% | 0.08% | 594 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| North Berkeley Wealth Management, LLC | History | No change | 13,410 | 1,290 | 0.76% | 1.02% | 595 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 12,498 | 1,278 | 0.49% | 0.25% | 596 | +6,428 | 105.9% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 13,124 | 1,263 | 0.02% | 0.01% | 597 | -589 | -4.3% | Q4 2025 | Feb 11, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 13,086 | 1,259 | 0.11% | 0.11% | 598 | -381 | -2.83% | Q4 2025 | Jan 21, 2026 |
| Live Oak Private Wealth LLC | History | No change | 13,084 | 1,259 | 0.17% | 0.18% | 599 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Occidental Asset Management, LLC | History | No change | 12,961 | 1,247 | 0.15% | 0.16% | 600 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Sunbeam Capital Management, LLC | History | Added to | 12,924 | 1,244 | 0.74% | 0.77% | 601 | +53 | 0.41% | Q4 2025 | Feb 13, 2026 |
| MidFirst Bank | History | New | 12,872 | 1,239 | 0.1% | — | 602 | +12,872 | New | Q4 2025 | Feb 25, 2026 |
| Strategic Blueprint, LLC | History | Added to | 12,776 | 1,229 | 0.07% | 0.05% | 603 | +96 | 0.76% | Q4 2025 | Jan 30, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 12,612 | 1,214 | 0.09% | 0.1% | 604 | -979 | -7.2% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Added to | 12,554 | 1,208 | 0.02% | 0.02% | 605 | +18 | 0.14% | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Reduced | 12,426 | 1,196 | 0.04% | 0.04% | 606 | -808 | -6.11% | Q4 2025 | Feb 19, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 12,366 | 1,190 | 1.06% | — | 607 | +12,366 | New | Q4 2025 | Feb 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 12,247 | 1,179 | 0.16% | — | 608 | +12,247 | New | Q4 2025 | Feb 17, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 12,196 | 1,174 | 0.09% | 0.1% | 610 | +142 | 1.18% | Q4 2025 | Feb 04, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 12,198 | 1,174 | 0.02% | 0.02% | 609 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 12,144 | 1,169 | 0.03% | 0.03% | 611 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Reduced | 12,112 | 1,166 | 0.22% | 0.23% | 612 | -75 | -0.62% | Q4 2025 | Feb 13, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 12,042 | 1,159 | 0.35% | 0.38% | 613 | +47 | 0.39% | Q4 2025 | Jan 26, 2026 |
| Radnor Capital Management, LLC | History | No change | 12,010 | 1,156 | 0.17% | 0.18% | 614 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Advisors Capital Management, LLC | History | Added to | 11,946 | 1,150 | 0.01% | 0.01% | 615 | +1,838 | 18.18% | Q4 2025 | Jan 29, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 11,805 | 1,136 | 0.07% | 0.07% | 616 | -514 | -4.17% | Q4 2025 | Feb 10, 2026 |
| Heritage Trust Co | History | Reduced | 11,732 | 1,129 | 0.11% | 0.12% | 617 | -227 | -1.9% | Q4 2025 | Feb 10, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | No change | 11,710 | 1,127 | 0.65% | 0.65% | 618 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| CENTRAL TRUST Co | History | Reduced | 11,662 | 1,122 | 0.02% | 0.03% | 619 | -1,092 | -8.56% | Q4 2025 | Feb 02, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 11,662 | 1,122 | 0.07% | 0.08% | 620 | -184 | -1.55% | Q4 2025 | Feb 20, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | New | 11,654 | 1,121 | 0.25% | — | 621 | +11,654 | New | Q4 2025 | Feb 11, 2026 |
| Select Equity Group, L.P. | History | Added to | 11,633 | 1,119 | 0.0% | 0.0% | 622 | +10,775 | 1255.83% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Added to | 11,622 | 1,118 | 0.01% | 0.01% | 623 | +315 | 2.79% | Q4 2025 | Jan 16, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 11,542 | 1,111 | 0.37% | 0.38% | 624 | +39 | 0.34% | Q4 2025 | Feb 05, 2026 |
| Pine Haven Investment Counsel, Inc | History | No change | 11,522 | 1,109 | 0.79% | 0.8% | 625 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Jupiter Wealth Management LLC | History | No change | 11,000 | 1,106 | 0.49% | 0.5% | 626 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Nordwand Advisors, LLC | History | Reduced | 11,470 | 1,104 | 0.19% | 0.18% | 627 | -15 | -0.13% | Q4 2025 | Feb 03, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 11,459 | 1,103 | 0.37% | 0.41% | 628 | +98 | 0.86% | Q4 2025 | Feb 06, 2026 |
| KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | History | Added to | 11,454 | 1,102 | 0.39% | 0.28% | 629 | +4,120 | 56.18% | Q4 2025 | Feb 13, 2026 |
| Cypress Capital Group | History | Reduced | 11,407 | 1,098 | 0.12% | 0.13% | 630 | -75 | -0.65% | Q4 2025 | Feb 11, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 11,403 | 1,097 | 0.02% | 0.02% | 631 | +387 | 3.51% | Q4 2025 | Feb 05, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 11,329 | 1,090 | 0.02% | 0.03% | 632 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 11,277 | 1,085 | 0.51% | 0.19% | 633 | +3,540 | 45.75% | Q4 2025 | Feb 06, 2026 |
| Western Wealth Management, LLC | History | Added to | 11,216 | 1,079 | 0.05% | 0.04% | 634 | +2,724 | 32.08% | Q4 2025 | Feb 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 11,192 | 1,077 | 0.01% | 0.01% | 635 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 11,162 | 1,074 | 0.02% | 0.03% | 636 | +70 | 0.63% | Q4 2025 | Feb 06, 2026 |
| Rare Wolf Capital LLC | History | New | 11,148 | 1,073 | 0.67% | — | 638 | +11,148 | New | Q4 2025 | Feb 19, 2026 |
| Stillwater Capital Advisors, LLC | History | Added to | 11,149 | 1,073 | 0.12% | 0.12% | 637 | +50 | 0.45% | Q4 2025 | Jan 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 11,063 | 1,065 | 0.03% | 0.04% | 639 | +937 | 9.25% | Q4 2025 | Jan 20, 2026 |
| Kendall Capital Management | History | Added to | 11,000 | 1,058 | 0.22% | 0.13% | 641 | +5,200 | 89.66% | Q4 2025 | Jan 16, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 10,994 | 1,058 | 0.01% | 0.01% | 640 | -1,796 | -14.04% | Q4 2025 | Feb 02, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 10,949 | 1,054 | 0.38% | 0.39% | 642 | +726 | 7.1% | Q4 2025 | Feb 11, 2026 |
| Leslie Global Wealth, LLC | History | Added to | 10,942 | 1,053 | 0.47% | 0.48% | 643 | +366 | 3.46% | Q4 2025 | Feb 02, 2026 |
| WCG Wealth Advisors LLC | History | New | 10,918 | 1,051 | 0.03% | — | 644 | +10,918 | New | Q4 2025 | Feb 10, 2026 |
| Columbia Asset Management | History | No change | 10,872 | 1,046 | 0.19% | 0.2% | 645 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 10,830 | 1,042 | 0.19% | 0.18% | 646 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Moors & Cabot, Inc. | History | Added to | 10,787 | 1,038 | 0.04% | 0.03% | 647 | +2,559 | 31.1% | Q4 2025 | Feb 10, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 10,706 | 1,030 | 0.04% | 0.04% | 648 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 10,690 | 1,029 | 0.01% | 0.01% | 649 | +1,669 | 18.5% | Q4 2025 | Feb 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 10,669 | 1,027 | 0.02% | 0.02% | 650 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MONEYWISE, INC. | History | New | 10,629 | 1,023 | 0.43% | — | 651 | +10,629 | New | Q4 2025 | Feb 05, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 10,602 | 1,020 | 0.04% | 0.04% | 652 | -206 | -1.91% | Q4 2025 | Jan 14, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 10,600 | 1,020 | 0.58% | 0.64% | 653 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NWAM LLC | History | Reduced | 10,171 | 1,019 | 0.06% | 0.06% | 654 | -1,889 | -15.66% | Q4 2025 | Feb 04, 2026 |
| Operose Advisors LLC | History | Added to | 10,559 | 1,016 | 0.24% | 0.25% | 655 | +8 | 0.08% | Q4 2025 | Feb 10, 2026 |
| OFC FINANCIAL PLANNING, LLC | History | Reduced | 10,549 | 1,015 | 0.96% | 1.04% | 656 | -300 | -2.77% | Q4 2025 | Feb 04, 2026 |
| Mill Capital Management, LLC | History | Added to | 10,524 | 1,013 | 0.07% | 0.06% | 657 | +1,800 | 20.63% | Q4 2025 | Feb 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 10,497 | 1,010 | 0.17% | 0.18% | 659 | -120 | -1.13% | Q4 2025 | Feb 10, 2026 |
| NBT BANK N A /NY | History | Added to | 10,500 | 1,010 | 0.07% | 0.07% | 658 | +25 | 0.24% | Q4 2025 | Jan 23, 2026 |
| RKL Wealth Management LLC | History | Added to | 10,364 | 997 | 0.08% | 0.09% | 660 | +23 | 0.22% | Q4 2025 | Feb 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 10,332 | 994 | 0.07% | 0.09% | 661 | -340 | -3.19% | Q4 2025 | Jan 07, 2026 |
| Mason & Associates, LLC | History | Reduced | 10,272 | 988 | 0.22% | 0.26% | 663 | -1,064 | -9.39% | Q4 2025 | Jan 21, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 10,273 | 988 | 0.0% | 0.0% | 662 | -308 | -2.91% | Q4 2025 | Feb 13, 2026 |
| Pacific Park Financial, Inc. | History | New | 10,262 | 987 | 0.62% | — | 664 | +10,262 | New | Q4 2025 | Jan 30, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 10,229 | 984 | 0.08% | 0.12% | 666 | -4,531 | -30.7% | Q4 2025 | Feb 17, 2026 |
| Narwhal Capital Management | History | No change | 10,231 | 984 | 0.07% | 0.07% | 665 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 10,213 | 983 | 0.05% | 0.05% | 667 | +815 | 8.67% | Q4 2025 | Feb 04, 2026 |
| Advisor Resource Council | History | No change | 10,112 | 973 | 0.35% | 1.32% | 668 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 10,048 | 967 | 0.01% | 0.02% | 669 | -674 | -6.29% | Q4 2025 | Jan 13, 2026 |
| Breakwater Capital Group | History | Added to | 9,992 | 961 | 0.13% | 0.14% | 670 | +1 | 0.01% | Q4 2025 | Jan 09, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 9,937 | 956 | 0.09% | 0.07% | 671 | +2,631 | 36.01% | Q4 2025 | Feb 02, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 9,934 | 956 | 0.15% | 0.16% | 672 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Vontobel Holding Ltd. | History | No change | 9,925 | 955 | 0.0% | 0.0% | 673 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 9,927 | 955 | 0.16% | 0.16% | 674 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 9,920 | 954 | 0.06% | 0.05% | 675 | +558 | 5.96% | Q4 2025 | Jan 15, 2026 |
| SB Capital Management Inc | History | New | 9,854 | 948 | 0.35% | — | 676 | +9,854 | New | Q4 2025 | Feb 20, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 9,855 | 948 | 0.05% | 0.05% | 677 | +313 | 3.28% | Q4 2025 | Jan 07, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 9,694 | 933 | 0.06% | 0.06% | 678 | +267 | 2.83% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 9,650 | 929 | 0.01% | — | 681 | +9,650 | New | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 9,650 | 929 | 0.04% | — | 682 | +9,650 | New | Q4 2025 | Feb 12, 2026 |
| WealthShield Partners, LLC | History | Added to | 9,656 | 929 | 0.1% | 0.06% | 680 | +4,262 | 79.01% | Q4 2025 | Feb 03, 2026 |
| North Star Investment Management Corp. | History | No change | 9,660 | 929 | 0.06% | 0.06% | 679 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 9,627 | 926 | 0.05% | 0.05% | 683 | -4 | -0.04% | Q4 2025 | Jan 26, 2026 |
| American Wealth Advisors, LLC | History | Reduced | 9,614 | 925 | 0.91% | 0.93% | 685 | -109 | -1.12% | Q4 2025 | Jan 26, 2026 |
| Selective Wealth Management, Inc. | History | No change | 9,158 | 925 | 0.29% | 0.28% | 684 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Reduced | 9,569 | 921 | 0.44% | 0.47% | 686 | -49 | -0.51% | Q4 2025 | Jan 29, 2026 |
| Asset Advisory Group, Inc. | History | New | 9,541 | 918 | 0.46% | — | 687 | +9,541 | New | Q4 2025 | Feb 12, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 9,526 | 917 | 0.07% | 0.08% | 688 | -1,659 | -14.83% | Q4 2025 | Feb 12, 2026 |
| Wedmont Private Capital | History | Added to | 9,265 | 915 | 0.03% | 0.02% | 689 | +2,608 | 39.18% | Q4 2025 | Jan 08, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 9,496 | 914 | 0.06% | 0.06% | 690 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MCF Advisors LLC | History | Added to | 9,427 | 907 | 0.05% | 0.05% | 691 | +794 | 9.2% | Q4 2025 | Feb 11, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 9,400 | 904 | 0.05% | 0.05% | 692 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 9,389 | 903 | 0.21% | 0.21% | 693 | -42 | -0.45% | Q4 2025 | Feb 17, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 9,329 | 898 | 0.04% | 0.04% | 694 | -280 | -2.91% | Q4 2025 | Feb 09, 2026 |
| PARTHENON LLC | History | No change | 9,323 | 897 | 0.1% | 0.1% | 695 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 9,264 | 891 | 0.13% | 0.1% | 696 | +1,981 | 27.2% | Q4 2025 | Jan 26, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 9,247 | 890 | 0.02% | 0.01% | 698 | +4,500 | 94.8% | Q4 2025 | Feb 17, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 9,249 | 890 | 0.03% | 0.02% | 697 | +1,231 | 15.35% | Q4 2025 | Feb 05, 2026 |
| Circle Wealth Management, LLC | History | Added to | 9,244 | 889 | 0.01% | 0.02% | 699 | +4 | 0.04% | Q4 2025 | Feb 13, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 9,179 | 883 | 0.75% | 0.79% | 700 | +37 | 0.4% | Q4 2025 | Jan 26, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 9,142 | 880 | 0.06% | 0.04% | 702 | +3,899 | 74.37% | Q4 2025 | Feb 03, 2026 |
| GeoWealth Management, LLC | History | Reduced | 9,147 | 880 | 0.03% | 0.03% | 701 | -718 | -7.28% | Q4 2025 | Feb 17, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 9,135 | 879 | 0.05% | 0.03% | 703 | +3,430 | 60.12% | Q4 2025 | Jan 22, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | Added to | 9,116 | 877 | 0.31% | 0.27% | 704 | +1,325 | 17.01% | Q4 2025 | Feb 09, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 9,112 | 877 | 0.1% | 0.11% | 705 | -406 | -4.27% | Q4 2025 | Feb 10, 2026 |
| Modern Wealth Management, LLC | History | New | 9,073 | 873 | 0.02% | — | 706 | +9,073 | New | Q4 2025 | Feb 17, 2026 |
| Baron Wealth Management LLC | History | Added to | 9,052 | 871 | 0.27% | 0.28% | 707 | +163 | 1.83% | Q4 2025 | Jan 14, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 9,021 | 868 | 0.09% | 0.09% | 708 | +11 | 0.12% | Q4 2025 | Feb 05, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 8,952 | 861 | 0.05% | 0.06% | 709 | -25 | -0.28% | Q4 2025 | Jan 21, 2026 |
| Empower Advisory Group, LLC | History | Added to | 8,931 | 859 | 0.0% | 0.0% | 711 | +1,421 | 18.92% | Q4 2025 | Feb 12, 2026 |
| LGL PARTNERS, LLC | History | Added to | 8,930 | 859 | 0.37% | 0.37% | 710 | +36 | 0.4% | Q4 2025 | Feb 09, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 8,913 | 858 | 0.02% | 0.02% | 712 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Added to | 8,912 | 857 | 0.35% | 0.36% | 713 | +15 | 0.17% | Q4 2025 | Feb 11, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 8,806 | 847 | 0.06% | 0.06% | 714 | -275 | -3.03% | Q4 2025 | Jan 28, 2026 |
| LEE DANNER & BASS INC | History | Added to | 8,766 | 843 | 0.06% | 0.06% | 715 | +321 | 3.8% | Q4 2025 | Jan 29, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 8,660 | 842 | 0.01% | 0.01% | 716 | +221 | 2.62% | Q4 2025 | Feb 05, 2026 |
| MidAtlantic Capital Management, Inc. | History | Reduced | 8,743 | 841 | 0.54% | 0.58% | 718 | -15 | -0.17% | Q4 2025 | Feb 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 8,743 | 841 | 0.01% | 0.01% | 717 | +6 | 0.07% | Q4 2025 | Feb 10, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 8,700 | 837 | 0.21% | 0.22% | 719 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ironwood Financial, llc | History | Reduced | 8,338 | 834 | 0.14% | 0.14% | 720 | -57 | -0.68% | Q4 2025 | Jan 15, 2026 |
| Certified Advisory Corp | History | Reduced | 8,635 | 831 | 0.08% | 0.08% | 721 | -45 | -0.52% | Q4 2025 | Jan 12, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 8,617 | 829 | 0.08% | 0.09% | 722 | -600 | -6.51% | Q4 2025 | Jan 20, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 8,607 | 828 | 0.46% | 0.74% | 723 | -1,805 | -17.34% | Q4 2025 | Feb 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 8,583 | 826 | 0.06% | 0.05% | 724 | +822 | 10.59% | Q4 2025 | Jan 23, 2026 |
| Precision Wealth Strategies, LLC | History | No change | 8,533 | 821 | 0.27% | 0.27% | 725 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 8,516 | 819 | 0.08% | 0.09% | 726 | +5 | 0.06% | Q4 2025 | Jan 22, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | No change | 8,488 | 817 | 0.02% | 0.02% | 727 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CURIO WEALTH, LLC | History | No change | 8,301 | 812 | 0.29% | 0.33% | 728 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Glassman Wealth Services | History | No change | 8,397 | 808 | 0.11% | 0.11% | 729 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 8,378 | 806 | 0.03% | 0.03% | 730 | -48 | -0.57% | Q4 2025 | Feb 03, 2026 |
| Baldwin Investment Management, LLC | History | No change | 8,363 | 805 | 0.09% | 0.09% | 731 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| S&CO INC | History | No change | 8,344 | 803 | 0.05% | 0.05% | 732 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 8,316 | 800 | 0.13% | 0.13% | 733 | +353 | 4.43% | Q4 2025 | Jan 20, 2026 |
| BIP Wealth, LLC | History | No change | 8,298 | 798 | 0.03% | 0.04% | 734 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 8,252 | 794 | 0.46% | 0.43% | 735 | -546 | -6.21% | Q4 2025 | Feb 10, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 8,210 | 790 | 0.05% | 0.05% | 736 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 8,182 | 787 | 0.01% | 0.01% | 737 | +2,801 | 52.05% | Q4 2025 | Feb 02, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 8,166 | 786 | 0.05% | 0.05% | 738 | +95 | 1.18% | Q4 2025 | Jan 16, 2026 |
| Essex Bank | History | Reduced | 8,147 | 784 | 0.17% | 0.18% | 739 | -10 | -0.12% | Q4 2025 | Feb 02, 2026 |
| GWN SECURITIES INC. | History | Reduced | 8,117 | 781 | 0.16% | 0.2% | 740 | -632 | -7.22% | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | Added to | 8,109 | 780 | 0.02% | 0.03% | 741 | +10 | 0.12% | Q4 2025 | Feb 05, 2026 |
| New England Professional Planning Group Inc. | History | Reduced | 8,101 | 779 | 0.33% | 0.46% | 742 | -2,308 | -22.17% | Q4 2025 | Jan 14, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 8,072 | 777 | 0.13% | — | 743 | +8,072 | New | Q4 2025 | Feb 18, 2026 |
| Smith Salley Wealth Management | History | Reduced | 8,061 | 776 | 0.04% | 0.04% | 744 | -100 | -1.23% | Q4 2025 | Jan 27, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Reduced | 7,947 | 773 | 0.13% | 0.17% | 746 | -2,472 | -23.73% | Q4 2025 | Feb 13, 2026 |
| MOODY LYNN & LIEBERSON, LLC | History | Added to | 8,036 | 773 | 0.04% | 0.04% | 745 | +134 | 1.7% | Q4 2025 | Jan 15, 2026 |
| Summit Investment Advisory Services, LLC | History | Added to | 8,020 | 772 | 0.29% | 0.3% | 747 | +327 | 4.25% | Q4 2025 | Feb 04, 2026 |
| Fermata Advisors, LLC | History | Added to | 7,993 | 769 | 0.18% | 0.19% | 748 | +172 | 2.2% | Q4 2025 | Jan 08, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 7,963 | 766 | 0.04% | 0.05% | 749 | -2,431 | -23.39% | Q4 2025 | Jan 29, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 7,948 | 765 | 0.02% | 0.02% | 750 | +12 | 0.15% | Q4 2025 | Feb 05, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 7,939 | 764 | 0.07% | 0.08% | 752 | +1,114 | 16.32% | Q4 2025 | Jan 22, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 7,941 | 764 | 0.04% | 0.04% | 751 | +642 | 8.8% | Q4 2025 | Feb 17, 2026 |
| Polaris Investment Advisors, LLC | History | New | 7,932 | 763 | 0.55% | — | 754 | +7,932 | New | Q4 2025 | Jan 15, 2026 |
| Montis Financial, LLC | History | Reduced | 7,929 | 763 | 0.15% | 0.2% | 753 | -930 | -10.5% | Q4 2025 | Feb 11, 2026 |
| OPAL CAPITAL LLC | History | New | 7,451 | 760 | 0.19% | — | 755 | +7,451 | New | Q4 2025 | Feb 17, 2026 |
| Wealthquest Corp | History | New | 7,893 | 759 | 0.06% | — | 757 | +7,893 | New | Q4 2025 | Feb 09, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 7,887 | 759 | 0.02% | 0.02% | 756 | -425 | -5.11% | Q4 2025 | Feb 03, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 7,885 | 759 | 0.06% | 0.07% | 758 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 7,879 | 758 | 0.07% | 0.08% | 759 | -347 | -4.22% | Q4 2025 | Feb 10, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 7,823 | 753 | 0.19% | 0.21% | 760 | -20 | -0.26% | Q4 2025 | Jan 23, 2026 |
| Flagstone Financial Management | History | No change | 7,823 | 753 | 0.19% | 0.2% | 761 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 7,818 | 752 | 0.12% | 0.09% | 762 | +2,174 | 38.52% | Q4 2025 | Feb 09, 2026 |
| Bensler, LLC | History | Added to | 7,795 | 750 | 0.08% | 0.08% | 763 | +1 | 0.01% | Q4 2025 | Feb 04, 2026 |
| CENTRAL BANK & TRUST CO | History | Added to | 7,773 | 748 | 0.12% | 0.12% | 765 | +20 | 0.26% | Q4 2025 | Jan 09, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 7,780 | 748 | 0.15% | 0.15% | 764 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 7,751 | 746 | 0.24% | 0.24% | 766 | +119 | 1.56% | Q4 2025 | Feb 12, 2026 |
| Next Level Private LLC | History | Reduced | 7,745 | 745 | 0.2% | 0.24% | 767 | -755 | -8.88% | Q4 2025 | Jan 07, 2026 |
| McMillan Office, Inc. | History | New | 7,736 | 744 | 0.09% | — | 768 | +7,736 | New | Q4 2025 | Feb 12, 2026 |
| FOCUSED ALPHA, LLC | History | New | 7,707 | 741 | 0.22% | — | 769 | +7,707 | New | Q4 2025 | Feb 13, 2026 |
| Fiduciary Alliance LLC | History | Added to | 7,692 | 740 | 0.05% | 0.05% | 770 | +14 | 0.18% | Q4 2025 | Jan 22, 2026 |
| Indivisible Partners | History | New | 7,631 | 734 | 0.08% | — | 771 | +7,631 | New | Q4 2025 | Feb 03, 2026 |
| Innovative Wealth Building LLC | History | Added to | 7,615 | 733 | 0.53% | 0.55% | 772 | +251 | 3.41% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 7,599 | 731 | 0.02% | 0.03% | 774 | -42 | -0.55% | Q4 2025 | Feb 06, 2026 |
| JNBA Financial Advisors | History | No change | 7,602 | 731 | 0.06% | 0.07% | 773 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Midwest Financial Group LLC | History | Added to | 7,577 | 729 | 0.32% | 0.26% | 775 | +1,845 | 32.19% | Q4 2025 | Jan 20, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 7,553 | 727 | 0.02% | 0.02% | 776 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Caldwell Trust Co | History | No change | 7,531 | 725 | 0.06% | 0.07% | 777 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | No change | 7,529 | 724 | 0.27% | 0.26% | 778 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 7,481 | 720 | 0.09% | 0.1% | 779 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Vise Technologies, Inc. | History | Added to | 7,476 | 719 | 0.01% | 0.02% | 780 | +2,897 | 63.27% | Q4 2025 | Feb 11, 2026 |
| Traveka Wealth, LLC | History | Added to | 7,478 | 719 | 0.29% | 0.24% | 782 | +1,963 | 35.59% | Q4 2025 | Jan 08, 2026 |
| Golden State Equity Partners | History | Added to | 7,474 | 719 | 0.12% | 0.12% | 781 | +235 | 3.25% | Q4 2025 | Jan 29, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 7,463 | 718 | 0.17% | — | 783 | +7,463 | New | Q4 2025 | Jan 26, 2026 |
| Independent Advisor Alliance | History | Reduced | 7,407 | 713 | 0.02% | 0.02% | 784 | -900 | -10.83% | Q4 2025 | Feb 04, 2026 |
| BRADY FAMILY WEALTH, LLC | History | No change | 7,397 | 712 | 0.22% | 0.22% | 785 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| VIAWEALTH, LLC | History | Reduced | 7,352 | 707 | 0.4% | 0.48% | 786 | -1,665 | -18.47% | Q4 2025 | Feb 10, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 7,315 | 704 | 0.2% | 0.22% | 787 | +6 | 0.08% | Q4 2025 | Feb 11, 2026 |
| ICW Investment Advisors LLC | History | Added to | 7,275 | 700 | 0.25% | 0.25% | 788 | +1 | 0.01% | Q4 2025 | Feb 09, 2026 |
| FourThought Financial Partners, LLC | History | No change | 7,259 | 698 | 0.06% | 0.06% | 789 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tranquility Partners, LLC | History | Added to | 7,233 | 696 | 0.25% | 0.23% | 790 | +51 | 0.71% | Q4 2025 | Feb 03, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 6,893 | 692 | 0.08% | 0.09% | 792 | -699 | -9.21% | Q4 2025 | Feb 03, 2026 |
| Greenhouse Wealth Management, LLC | History | Added to | 7,190 | 692 | 0.41% | 0.41% | 791 | +29 | 0.4% | Q4 2025 | Jan 21, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 7,167 | 690 | 0.01% | 0.01% | 793 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 7,145 | 687 | 0.09% | 0.1% | 794 | +2 | 0.03% | Q4 2025 | Jan 21, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 7,126 | 686 | 0.09% | 0.17% | 795 | -7,543 | -51.42% | Q4 2025 | Feb 10, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 7,101 | 683 | 0.03% | 0.24% | 796 | -52,562 | -88.1% | Q4 2025 | Jan 20, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 7,098 | 683 | 0.15% | 0.16% | 797 | +916 | 14.82% | Q4 2025 | Feb 02, 2026 |
| Bear Mountain Capital, Inc. | History | Reduced | 6,756 | 682 | 0.22% | 0.22% | 798 | -28 | -0.41% | Q4 2025 | Jan 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 7,079 | 681 | 0.03% | 0.02% | 799 | +2,966 | 72.11% | Q4 2025 | Jan 28, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 7,051 | 678 | 0.04% | 0.04% | 800 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |