iSHARES TRUST - IWV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 15 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SCS Capital Management LLC | History | Added to | 1,874,800 | 725,266 | 7.68% | 7.71% | 1 | +8,384 | 0.45% | Q4 2025 | Feb 10, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 1,572,121 | 608,175 | 0.49% | 0.01% | 2 | +1,531,939 | 3812.5% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,529,174 | 591,560 | 0.07% | 0.07% | 3 | +86,450 | 5.99% | Q4 2025 | Mar 25, 2026 |
| BlackRock, Inc. | History | Added to | 1,450,129 | 560,982 | 0.01% | 0.01% | 4 | +67,247 | 4.86% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Reduced | 1,284,822 | 497,033 | 0.03% | 0.03% | 5 | -25,267 | -1.93% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,019,733 | 394,483 | 0.05% | 0.05% | 6 | +752 | 0.07% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 829,251 | 320,795 | 0.02% | 0.02% | 7 | +174,313 | 26.62% | Q4 2025 | Feb 17, 2026 |
| UNC Management Company, Inc. | History | Added to | 526,768 | 203,780 | 18.44% | 22.39% | 8 | +1,465 | 0.28% | Q4 2025 | Feb 17, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 511,769 | 197,977 | 17.81% | — | 9 | +511,769 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 500,222 | 193,510 | 0.05% | 0.06% | 10 | -12,672 | -2.47% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 474,049 | 183,385 | 0.01% | 0.01% | 11 | -43,539 | -8.41% | Q4 2025 | Feb 11, 2026 |
| Align Financial, LLC | History | New | 179,885 | 179,885 | 0.1% | — | 12 | +179,885 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 423,533 | 163,839 | 0.04% | 0.03% | 13 | +23,827 | 5.96% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 394,291 | 152,531 | 0.01% | 0.01% | 14 | -1,916 | -0.48% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 382,081 | 147,808 | 0.02% | 0.02% | 15 | -14,683 | -3.7% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Wealth | History | Added to | 364,394 | 140,965 | 0.16% | 0.21% | 16 | +21,635 | 6.31% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 351,056 | 135,806 | 0.02% | 0.02% | 17 | +1,077 | 0.31% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 346,062 | 133,873 | 0.07% | 0.08% | 18 | -3,348 | -0.96% | Q4 2025 | Feb 06, 2026 |
| Evensky & Katz LLC | History | Reduced | 345,905 | 133,813 | 7.55% | 7.68% | 19 | -3,535 | -1.01% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 312,640 | 120,944 | 0.13% | 0.14% | 20 | -8,210 | -2.56% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 295,437 | 114,289 | 0.02% | 0.02% | 21 | +29,857 | 11.24% | Q4 2025 | Feb 13, 2026 |
| TLWM | History | Reduced | 281,190 | 108,777 | 19.91% | 20.11% | 22 | -14,152 | -4.79% | Q4 2025 | Jan 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 275,736 | 106,397 | 0.32% | 0.34% | 23 | -14,663 | -5.05% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 272,375 | 105,367 | 0.16% | 0.17% | 24 | -864 | -0.32% | Q4 2025 | Feb 18, 2026 |
| American Family Investments, Inc. | History | Added to | 271,840 | 105,161 | 3.78% | 0.69% | 25 | +237,322 | 687.53% | Q4 2025 | Feb 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 250,978 | 97,090 | 0.18% | 0.17% | 26 | +26,038 | 11.58% | Q4 2025 | Feb 17, 2026 |
| SENTINEL TRUST CO LBA | History | Reduced | 244,041 | 94,407 | 9.3% | 9.44% | 27 | -321 | -0.13% | Q4 2025 | Jan 29, 2026 |
| Corient Private Wealth LLC | History | Added to | 222,816 | 85,126 | 0.12% | 0.13% | 28 | +165 | 0.07% | Q4 2025 | Mar 09, 2026 |
| Bricktown Capital, LLC | History | Added to | 201,495 | 77,948 | 13.12% | 12.52% | 29 | +975 | 0.49% | Q4 2025 | Jan 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 198,671 | 76,855 | 0.21% | 0.2% | 30 | +3,019 | 1.54% | Q4 2025 | Feb 17, 2026 |
| GM Advisory Group, LLC | History | Reduced | 177,357 | 68,610 | 2.69% | 2.91% | 31 | -3,026 | -1.68% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 174,731 | 67,594 | 0.2% | 0.2% | 32 | +3,140 | 1.83% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 174,191 | 67,385 | 0.47% | 0.04% | 33 | +161,432 | 1265.24% | Q4 2025 | Feb 18, 2026 |
| BROWN ADVISORY INC | History | Added to | 159,824 | 61,827 | 0.09% | 0.02% | 34 | +123,953 | 345.55% | Q4 2025 | Feb 13, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 159,700 | 61,779 | 0.09% | 0.11% | 35 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DAVIS R M INC | History | Added to | 159,675 | 61,770 | 1.06% | 1.06% | 36 | +65 | 0.04% | Q4 2025 | Feb 12, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 157,379 | 60,882 | 2.1% | 2.43% | 37 | -20,741 | -11.64% | Q4 2025 | Jan 29, 2026 |
| STEPHENS INC /AR/ | History | Added to | 157,056 | 60,757 | 0.76% | 0.72% | 38 | +8,869 | 5.99% | Q4 2025 | Feb 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 156,881 | 60,689 | 1.48% | 1.29% | 39 | +22,437 | 16.69% | Q4 2025 | Jan 28, 2026 |
| Cetera Investment Advisers | History | Reduced | 153,986 | 59,569 | 0.07% | 0.07% | 40 | -7,297 | -4.52% | Q4 2025 | Feb 17, 2026 |
| Proficio Capital Partners LLC | History | No change | 153,477 | 59,372 | 4.17% | 4.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 152,147 | 58,858 | 0.48% | 0.58% | 42 | -1,255 | -0.82% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Reduced | 144,869 | 56,042 | 0.31% | 0.38% | 43 | -34,165 | -19.08% | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 144,712 | 55,982 | 0.09% | 0.1% | 44 | -24,602 | -14.53% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 140,613 | 54,396 | 0.02% | 0.02% | 45 | +11,817 | 9.17% | Q4 2025 | Feb 18, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Added to | 136,681 | 52,875 | 10.07% | 9.5% | 46 | +183 | 0.13% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 135,038 | 52,239 | 0.01% | 0.01% | 47 | -99 | -0.07% | Q4 2025 | Feb 11, 2026 |
| Ballentine Partners, LLC | History | Reduced | 131,695 | 50,946 | 0.72% | 0.88% | 48 | -34,911 | -20.95% | Q4 2025 | Feb 03, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 128,714 | 49,793 | 1.01% | 1.01% | 49 | -634 | -0.49% | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | Reduced | 125,252 | 48,453 | 1.02% | 1.15% | 50 | -1,624 | -1.28% | Q4 2025 | Jan 28, 2026 |
| Wind River Trust Co | History | No change | 124,042 | 47,985 | 17.92% | 17.38% | 51 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 118,398 | 45,801 | 0.01% | — | 52 | +118,398 | New | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 117,601 | 45,493 | 0.19% | 0.2% | 53 | -736 | -0.62% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 113,347 | 43,848 | 0.01% | 0.01% | 54 | +26,067 | 29.87% | Q4 2025 | Feb 10, 2026 |
| AlphaCore Capital LLC | History | Reduced | 110,352 | 42,689 | 0.95% | 1.66% | 55 | -19,828 | -15.23% | Q4 2025 | Feb 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 103,654 | 40,098 | 0.02% | 0.02% | 56 | +22,372 | 27.52% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 103,513 | 40,044 | 0.02% | 0.03% | 57 | +2,819 | 2.8% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 101,977 | 39,449 | 0.5% | 0.51% | 58 | +311 | 0.31% | Q4 2025 | Feb 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 99,019 | 38,305 | 0.05% | 0.05% | 59 | -599 | -0.6% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 98,676 | 38,194 | 0.06% | 0.05% | 60 | -3,239 | -3.18% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 98,467 | 38,091 | 0.05% | 0.05% | 61 | +4,319 | 4.59% | Q4 2025 | Feb 13, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 97,673 | 37,784 | 15.14% | 17.52% | 62 | +161 | 0.17% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 94,846 | 36,691 | 0.42% | 0.38% | 63 | +36,843 | 63.52% | Q4 2025 | Jan 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 88,516 | 34,242 | 0.01% | 0.01% | 64 | -1,033 | -1.15% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Reduced | 86,282 | 33,378 | 0.13% | 0.12% | 65 | -108 | -0.13% | Q4 2025 | Jan 29, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 82,693 | 31,989 | 3.55% | 4.16% | 66 | -2,281 | -2.68% | Q4 2025 | Jan 26, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 82,402 | 31,877 | 1.26% | 1.35% | 67 | -5,523 | -6.28% | Q4 2025 | Jan 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 82,385 | 31,871 | 0.47% | 0.5% | 68 | -4,323 | -4.99% | Q4 2025 | Feb 09, 2026 |
| HB Wealth Management, LLC | History | Reduced | 79,930 | 30,921 | 0.2% | 0.21% | 69 | -573 | -0.71% | Q4 2025 | Jan 28, 2026 |
| US BANCORP \DE\ | History | Reduced | 79,633 | 30,806 | 0.04% | 0.04% | 70 | -4,602 | -5.46% | Q4 2025 | Jan 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 76,804 | 29,711 | 0.05% | 0.05% | 71 | +15,353 | 24.98% | Q4 2025 | Mar 16, 2026 |
| Tanglewood Wealth Management, Inc. | History | Reduced | 74,744 | 28,914 | 2.65% | 2.65% | 72 | -438 | -0.58% | Q4 2025 | Jan 29, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 74,019 | 28,634 | 5.51% | 5.63% | 73 | -2,607 | -3.4% | Q4 2025 | Feb 06, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 71,885 | 27,808 | 0.58% | — | 74 | +71,885 | New | Q4 2025 | Feb 17, 2026 |
| Finley Financial, LLC | History | Reduced | 71,838 | 27,790 | 12.73% | 12.69% | 75 | -532 | -0.74% | Q4 2025 | Jan 21, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 71,474 | 27,649 | 0.02% | — | 76 | +71,474 | New | Q4 2025 | Feb 13, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 71,095 | 27,502 | 3.18% | 3.26% | 77 | -2,880 | -3.89% | Q4 2025 | Jan 27, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 69,869 | 27,028 | 0.06% | 0.07% | 78 | -3,165 | -4.33% | Q4 2025 | Feb 11, 2026 |
| Savant Capital, LLC | History | Reduced | 68,299 | 26,421 | 0.15% | 0.16% | 79 | -890 | -1.29% | Q4 2025 | Feb 10, 2026 |
| Brooklyn FI, LLC | History | Reduced | 67,934 | 26,280 | 5.62% | 6.49% | 80 | -8,415 | -11.02% | Q4 2025 | Jan 21, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 67,262 | 26,020 | 1.37% | 1.56% | 81 | +1,313 | 1.99% | Q4 2025 | Jan 26, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 67,068 | 25,945 | 0.08% | 0.08% | 82 | -204 | -0.3% | Q4 2025 | Feb 02, 2026 |
| EPIQ PARTNERS, LLC | History | Added to | 62,864 | 24,318 | 11.34% | 10.71% | 83 | +3,087 | 5.16% | Q4 2025 | Jan 07, 2026 |
| Stairway Partners, LLC | History | Reduced | 58,578 | 22,660 | 1.17% | 1.25% | 84 | -3,666 | -5.89% | Q4 2025 | Jan 05, 2026 |
| Truepoint, Inc. | History | Reduced | 58,557 | 22,652 | 0.51% | 0.52% | 85 | -992 | -1.67% | Q4 2025 | Feb 11, 2026 |
| Trajan Wealth LLC | History | Reduced | 58,111 | 22,480 | 0.94% | 0.98% | 86 | -1,776 | -2.97% | Q4 2025 | Feb 06, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 57,938 | 22,413 | 0.18% | 0.2% | 87 | -5,237 | -8.29% | Q4 2025 | Feb 13, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 56,470 | 21,845 | 1.82% | 1.93% | 88 | -1,227 | -2.13% | Q4 2025 | Feb 09, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 56,340 | 21,794 | 0.29% | 0.3% | 89 | -837 | -1.46% | Q4 2025 | Jan 30, 2026 |
| Strategic Equity Management | History | Added to | 56,009 | 21,667 | 7.35% | 7.74% | 90 | +867 | 1.57% | Q4 2025 | Feb 09, 2026 |
| Greenspring Advisors, LLC | History | New | 54,247 | 20,985 | 1.29% | — | 91 | +54,247 | New | Q4 2025 | Feb 10, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 51,590 | 19,957 | 8.81% | 8.87% | 92 | -548 | -1.05% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 51,268 | 19,832 | 0.03% | 0.02% | 93 | +13,689 | 36.43% | Q4 2025 | Feb 02, 2026 |
| O'Brien Wealth Partners LLC | History | Added to | 50,376 | 19,487 | 2.58% | 2.59% | 94 | +5 | 0.01% | Q4 2025 | Jan 22, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 49,207 | 19,362 | 0.4% | 0.45% | 95 | -6,000 | -10.87% | Q4 2025 | Jan 26, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 49,795 | 19,263 | 0.36% | 0.38% | 96 | -367 | -0.73% | Q4 2025 | Feb 10, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 48,986 | 18,950 | 1.37% | 1.46% | 97 | -484 | -0.98% | Q4 2025 | Jan 26, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 48,874 | 18,906 | 0.15% | 0.19% | 98 | -47,868 | -49.48% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Reduced | 47,919 | 18,537 | 0.21% | 0.25% | 99 | -7,369 | -13.33% | Q4 2025 | Jan 15, 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | History | Reduced | 47,841 | 18,507 | 9.38% | 12.81% | 100 | -14,670 | -23.47% | Q4 2025 | Jan 29, 2026 |
| Balentine LLC | History | Reduced | 46,785 | 18,098 | 0.69% | 0.69% | 101 | -2,431 | -4.94% | Q4 2025 | Feb 02, 2026 |
| NEPC LLC | History | Added to | 45,961 | 17,780 | 0.38% | 0.28% | 102 | +18,112 | 65.04% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 45,901 | 17,757 | 0.01% | 0.01% | 103 | -2,658 | -5.47% | Q4 2025 | Feb 10, 2026 |
| KDK Private Wealth Management, LLC | History | Added to | 45,121 | 17,454 | 15.24% | 17.15% | 104 | +466 | 1.04% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 44,679 | 17,284 | 0.01% | 0.01% | 105 | +770 | 1.75% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 43,425 | 16,799 | 0.1% | 0.12% | 106 | +615 | 1.44% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 42,217 | 16,612 | 0.02% | 0.02% | 107 | +1,399 | 3.43% | Q4 2025 | Jan 08, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 42,519 | 16,448 | 0.54% | 0.6% | 108 | -1,010 | -2.32% | Q4 2025 | Feb 11, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 42,515 | 16,446 | 0.27% | 0.28% | 109 | -957 | -2.2% | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Reduced | 41,779 | 16,162 | 0.04% | 0.05% | 110 | -207 | -0.49% | Q4 2025 | Jan 26, 2026 |
| Creative Planning | History | Added to | 41,692 | 16,128 | 0.01% | 0.01% | 111 | +3,492 | 9.14% | Q4 2025 | Feb 17, 2026 |
| FIRST HORIZON CORP | History | No change | 41,229 | 15,949 | 0.71% | 0.73% | 112 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Embree Financial Group | History | Reduced | 40,712 | 15,749 | 1.93% | 3.62% | 113 | -30,476 | -42.81% | Q4 2025 | Jan 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 40,198 | 15,550 | 0.06% | 0.07% | 114 | +315 | 0.79% | Q4 2025 | Feb 13, 2026 |
| AlTi Global, Inc. | History | Reduced | 39,912 | 15,439 | 0.33% | 0.35% | 115 | -4 | -0.01% | Q4 2025 | Feb 13, 2026 |
| MONEYWISE, INC. | History | Added to | 39,534 | 15,293 | 6.36% | 6.63% | 116 | +885 | 2.29% | Q4 2025 | Feb 05, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 38,336 | 14,830 | 0.49% | 0.5% | 117 | -94 | -0.24% | Q4 2025 | Feb 09, 2026 |
| Ipswich Investment Management Co., Inc. | History | Added to | 38,324 | 14,825 | 3.43% | 3.3% | 118 | +1,059 | 2.84% | Q4 2025 | Jan 16, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 38,315 | 14,822 | 5.75% | 5.74% | 119 | -705 | -1.81% | Q4 2025 | Feb 17, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 38,072 | 14,727 | 0.12% | — | 120 | +38,072 | New | Q4 2025 | Feb 17, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 36,835 | 14,249 | 1.42% | 1.54% | 121 | -1,973 | -5.08% | Q4 2025 | Jan 26, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 36,119 | 13,973 | 1.83% | 1.87% | 122 | -231 | -0.64% | Q4 2025 | Jan 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 35,307 | 13,658 | 0.03% | 0.03% | 123 | +2,872 | 8.85% | Q4 2025 | Feb 17, 2026 |
| Allen Investment Management, LLC | History | Reduced | 35,131 | 13,590 | 0.15% | 0.15% | 124 | -194 | -0.55% | Q4 2025 | Feb 10, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 34,507 | 13,348 | 1.2% | 1.3% | 125 | -2,574 | -6.94% | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 33,246 | 12,861 | 0.72% | 0.84% | 126 | -4,705 | -12.4% | Q4 2025 | Jan 14, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 32,369 | 12,521 | 0.02% | 0.02% | 127 | +683 | 2.16% | Q4 2025 | Feb 12, 2026 |
| BigSur Wealth Management LLC | History | No change | 31,700 | 12,263 | 2.97% | 2.94% | 128 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 30,960 | 11,977 | 0.01% | 0.01% | 129 | +3,256 | 11.75% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | Reduced | 30,791 | 11,911 | 0.16% | 0.18% | 130 | -2,042 | -6.22% | Q4 2025 | Feb 13, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 29,847 | 11,546 | 0.43% | 0.45% | 131 | +83 | 0.28% | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 29,701 | 11,489 | 0.02% | 0.0% | 132 | +29,669 | 92715.63% | Q4 2025 | Feb 12, 2026 |
| jvl associates llc | History | No change | 29,127 | 11,267 | 3.67% | 3.65% | 133 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| GLENMEDE TRUST CO NA | History | New | 28,152 | 10,890 | 0.05% | — | 134 | +28,152 | New | Q4 2025 | Feb 17, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 26,973 | 10,434 | 8.81% | 8.04% | 135 | +2,996 | 12.5% | Q4 2025 | Jan 09, 2026 |
| Apella Capital, LLC | History | Added to | 26,542 | 10,267 | 0.2% | 0.05% | 136 | +20,350 | 328.65% | Q4 2025 | Jan 21, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 26,499 | 10,251 | 0.0% | 0.0% | 137 | +601 | 2.32% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 26,066 | 10,083 | 0.02% | 0.02% | 138 | -1,585 | -5.73% | Q4 2025 | Jan 15, 2026 |
| One Day In July LLC | History | Added to | 25,730 | 9,953 | 0.82% | 0.82% | 139 | +189 | 0.74% | Q4 2025 | Feb 04, 2026 |
| Pathstone Holdings, LLC | History | New | 25,666 | 9,929 | 0.04% | — | 140 | +25,666 | New | Q4 2025 | Feb 13, 2026 |
| LM Advisors LLC | History | Reduced | 3,818 | 9,869 | 0.18% | 0.54% | 141 | -6,031 | -61.23% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 25,026 | 9,681 | 0.01% | 0.01% | 142 | +3,096 | 14.12% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 24,980 | 9,663 | 0.03% | 0.02% | 143 | +3,856 | 18.25% | Q4 2025 | Feb 05, 2026 |
| VANGUARD GROUP INC | History | No change | 24,806 | 9,596 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| REBALANCE, LLC | History | Added to | 24,696 | 9,553 | 0.56% | 0.56% | 145 | +44 | 0.18% | Q4 2025 | Jan 15, 2026 |
| Humankind Investments LLC | History | No change | 24,570 | 9,504 | 4.26% | 2.13% | 146 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ASPIRIANT, LLC | History | Reduced | 24,515 | 9,483 | 0.27% | 0.3% | 147 | -951 | -3.73% | Q4 2025 | Jan 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 24,467 | 9,465 | 0.03% | 0.03% | 148 | +12 | 0.05% | Q4 2025 | Jan 30, 2026 |
| Advisory Services Network, LLC | History | Added to | 24,442 | 9,455 | 0.13% | 0.12% | 149 | +2,318 | 10.48% | Q4 2025 | Feb 17, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 23,345 | 9,031 | 4.1% | 4.26% | 150 | -15 | -0.06% | Q4 2025 | Jan 16, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 23,017 | 8,904 | 0.1% | 0.1% | 151 | -239 | -1.03% | Q4 2025 | Feb 13, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | No change | 22,880 | 8,851 | 0.58% | 0.6% | 152 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 22,358 | 8,649 | 0.0% | 0.0% | 153 | -2,552 | -10.24% | Q4 2025 | Feb 17, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 22,315 | 8,632 | 2.35% | 2.28% | 154 | -175 | -0.78% | Q4 2025 | Feb 17, 2026 |
| Circle Wealth Management, LLC | History | No change | 22,161 | 8,572 | 0.13% | 0.16% | 155 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| St. Louis Trust Co | History | Reduced | 21,875 | 8,462 | 0.97% | 1.04% | 156 | -76 | -0.35% | Q4 2025 | Feb 09, 2026 |
| WHITTIER TRUST CO | History | Added to | 21,443 | 8,437 | 0.09% | 0.08% | 157 | +2,400 | 12.6% | Q4 2025 | Jan 26, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 21,505 | 8,319 | 0.2% | 0.19% | 158 | +190 | 0.89% | Q4 2025 | Feb 12, 2026 |
| LCNB CORP | History | Reduced | 21,298 | 8,239 | 2.76% | 2.87% | 159 | -345 | -1.59% | Q4 2025 | Feb 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 21,025 | 8,133 | 0.04% | 0.03% | 160 | +9,118 | 76.58% | Q4 2025 | Feb 11, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 20,789 | 8,042 | 4.08% | 4.03% | 161 | +631 | 3.13% | Q4 2025 | Jan 23, 2026 |
| Baird Financial Group, Inc. | History | Added to | 20,425 | 7,901 | 0.01% | 0.01% | 162 | +19 | 0.09% | Q4 2025 | Feb 13, 2026 |
| Legacy Trust | History | Reduced | 19,664 | 7,607 | 1.42% | 1.49% | 163 | -245 | -1.23% | Q4 2025 | Jan 22, 2026 |
| NewEdge Advisors, LLC | History | Added to | 19,645 | 7,599 | 0.03% | 0.02% | 164 | +6,500 | 49.45% | Q4 2025 | Feb 18, 2026 |
| Mueller Wealth, LLC | History | New | 19,536 | 7,557 | 6.25% | — | 165 | +19,536 | New | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 18,863 | 7,297 | 0.02% | 0.02% | 166 | +2,032 | 12.07% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 18,636 | 7,241 | 0.21% | 0.18% | 167 | +11,024 | 144.82% | Q4 2025 | Feb 13, 2026 |
| Moran Wealth Management, LLC | History | New | 18,660 | 7,218 | 0.22% | — | 168 | +18,660 | New | Q4 2025 | Jan 26, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 18,524 | 7,166 | 0.05% | 0.05% | 169 | +56 | 0.3% | Q4 2025 | Feb 12, 2026 |
| Jordan Park Group LLC | History | Reduced | 18,515 | 7,162 | 0.41% | 0.41% | 170 | -411 | -2.17% | Q4 2025 | Feb 10, 2026 |
| Cedar Wealth Management, LLC | History | Added to | 18,390 | 7,114 | 2.13% | 2.06% | 171 | +665 | 3.75% | Q4 2025 | Feb 06, 2026 |
| Triune Financial Partners, LLC | History | Reduced | 17,714 | 6,955 | 1.63% | 1.7% | 172 | -137 | -0.77% | Q4 2025 | Feb 02, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 17,936 | 6,938 | 1.34% | 1.42% | 173 | -935 | -4.95% | Q4 2025 | Jan 21, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 17,803 | 6,887 | 0.33% | 0.35% | 174 | -1,286 | -6.74% | Q4 2025 | Jan 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 17,756 | 6,868 | 0.18% | 0.17% | 175 | +704 | 4.13% | Q4 2025 | Jan 23, 2026 |
| Elyxium Wealth, LLC | History | No change | 17,730 | 6,858 | 1.9% | 2.34% | 176 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WHI TRUST Co LLC | History | New | 17,645 | 6,825 | 5.26% | — | 177 | +17,645 | New | Q4 2025 | Feb 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 17,121 | 6,623 | 0.03% | — | 178 | +17,121 | New | Q4 2025 | Feb 18, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 17,043 | 6,593 | 0.76% | 0.69% | 179 | +1,246 | 7.89% | Q4 2025 | Feb 02, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 16,691 | 6,456 | 0.45% | 0.46% | 180 | -876 | -4.99% | Q4 2025 | Jan 15, 2026 |
| Gilbert & Cook, Inc. | History | Added to | 16,583 | 6,415 | 0.81% | 0.81% | 181 | +8 | 0.05% | Q4 2025 | Jan 07, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 16,525 | 6,392 | 0.54% | 0.57% | 182 | -604 | -3.53% | Q4 2025 | Jan 21, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 16,028 | 6,200 | 0.03% | 0.03% | 183 | +4,354 | 37.3% | Q4 2025 | Feb 03, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 15,868 | 6,138 | 0.12% | 0.12% | 184 | -219 | -1.36% | Q4 2025 | Feb 05, 2026 |
| Aries Wealth Management | History | No change | 15,294 | 5,916 | 1.31% | 1.37% | 185 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sterling Capital Management LLC | History | Added to | 15,201 | 5,880 | 0.1% | 0.04% | 186 | +7,886 | 107.81% | Q4 2025 | Feb 13, 2026 |
| Curi Capital, LLC | History | Added to | 15,178 | 5,871 | 0.1% | 0.08% | 187 | +3,455 | 29.47% | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 14,930 | 5,863 | 0.14% | 0.15% | 188 | +639 | 4.47% | Q4 2025 | Jan 28, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | Added to | 14,900 | 5,764 | 0.22% | 0.21% | 189 | +38 | 0.26% | Q4 2025 | Feb 13, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 14,722 | 5,695 | 1.35% | 1.31% | 190 | +512 | 3.6% | Q4 2025 | Feb 06, 2026 |
| Financial Council, LLC | History | Reduced | 14,660 | 5,671 | 2.26% | 2.47% | 191 | -10 | -0.07% | Q4 2025 | Feb 05, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 14,607 | 5,650 | 0.13% | 0.12% | 193 | +190 | 1.32% | Q4 2025 | Feb 04, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 14,606 | 5,650 | 0.44% | 0.44% | 192 | +47 | 0.32% | Q4 2025 | Feb 13, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 14,597 | 5,646 | 0.09% | 0.1% | 194 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 14,560 | 5,632 | 0.03% | 0.03% | 195 | +171 | 1.19% | Q4 2025 | Feb 17, 2026 |
| William Howard & Co Financial Advisors Inc | History | Reduced | 14,271 | 5,520 | 4.65% | 4.62% | 196 | -49 | -0.34% | Q4 2025 | Jan 21, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 14,150 | 5,473 | 0.01% | 4.65% | 197 | +11,504 | 434.77% | Q4 2025 | Feb 17, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 14,041 | 5,431 | 0.04% | 0.04% | 198 | -407 | -2.82% | Q4 2025 | Feb 17, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 13,740 | 5,315 | 0.09% | 0.07% | 199 | -235 | -1.68% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 13,544 | 5,239 | 0.19% | 0.18% | 200 | +877 | 6.92% | Q4 2025 | Jan 21, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 13,402 | 5,184 | 1.35% | 1.29% | 201 | -418 | -3.02% | Q4 2025 | Jan 07, 2026 |
| Greenline Partners, LLC | History | No change | 13,244 | 5,123 | 0.59% | 0.61% | 202 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MPS Loria Financial Planners, LLC | History | Added to | 12,719 | 4,920 | 1.26% | 1.26% | 203 | +193 | 1.54% | Q4 2025 | Feb 03, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 12,672 | 4,902 | 0.24% | 0.37% | 204 | -6,425 | -33.64% | Q4 2025 | Feb 11, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 12,666 | 4,899 | 1.5% | — | 205 | +12,666 | New | Q4 2025 | Jan 29, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 12,581 | 4,866 | 0.16% | 0.22% | 206 | -117 | -0.92% | Q4 2025 | Jan 20, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 12,299 | 4,757 | 0.06% | 0.06% | 207 | +82 | 0.67% | Q4 2025 | Jan 21, 2026 |
| New Republic Capital, LLC | History | Added to | 12,255 | 4,740 | 1.26% | 1.34% | 208 | +720 | 6.24% | Q4 2025 | Feb 10, 2026 |
| Lutz Financial Services LLC | History | Reduced | 12,175 | 4,709 | 0.32% | 0.35% | 210 | -491 | -3.88% | Q4 2025 | Feb 06, 2026 |
| Blue Fin Capital, Inc. | History | Reduced | 12,174 | 4,709 | 0.73% | 0.73% | 209 | -3 | -0.02% | Q4 2025 | Jan 23, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 11,825 | 4,574 | 0.65% | 0.65% | 211 | -605 | -4.87% | Q4 2025 | Jan 23, 2026 |
| HRT FINANCIAL LP | History | Added to | 11,735 | 4,539 | 0.01% | 0.02% | 212 | +932 | 8.63% | Q4 2025 | Feb 12, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 11,405 | 4,412 | 0.19% | 0.23% | 213 | -1,763 | -13.39% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 11,293 | 4,368 | 0.05% | 0.07% | 214 | -5,733 | -33.67% | Q4 2025 | Feb 11, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 11,253 | 4,353 | 0.5% | 0.55% | 215 | -107 | -0.94% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 11,169 | 4,320 | 0.02% | 0.02% | 216 | +3,335 | 42.57% | Q4 2025 | Feb 13, 2026 |
| NORDEN GROUP LLC | History | Added to | 10,954 | 4,237 | 0.41% | 0.08% | 217 | +8,761 | 399.5% | Q4 2025 | Jan 13, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 10,873 | 4,206 | 0.32% | 0.33% | 218 | -11 | -0.1% | Q4 2025 | Jan 09, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Added to | 10,758 | 4,161 | 1.75% | 1.73% | 219 | +303 | 2.9% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 10,701 | 4,139 | 0.03% | 0.03% | 220 | +308 | 2.96% | Q4 2025 | Feb 17, 2026 |
| Single Point Partners, LLC | History | Added to | 10,683 | 4,132 | 0.82% | 0.82% | 221 | +8 | 0.07% | Q4 2025 | Jan 26, 2026 |
| Chesapeake Wealth Management | History | Reduced | 10,419 | 4,030 | 1.2% | 1.23% | 222 | -190 | -1.79% | Q4 2025 | Feb 03, 2026 |
| CERTUITY, LLC | History | Added to | 10,263 | 3,970 | 0.25% | 0.27% | 223 | +22 | 0.21% | Q4 2025 | Jan 30, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 10,148 | 3,925 | 0.18% | 0.21% | 224 | -72 | -0.7% | Q4 2025 | Jan 12, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 6,477 | 3,922 | 2.34% | 2.42% | 225 | -660 | -9.25% | Q4 2025 | Jan 13, 2026 |
| Zhang Financial LLC | History | Reduced | 10,050 | 3,887 | 0.14% | 0.16% | 226 | -50 | -0.5% | Q4 2025 | Feb 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 9,920 | 3,837 | 0.04% | 0.05% | 227 | -987 | -9.05% | Q4 2025 | Jan 20, 2026 |
| Simmons Bank | History | Reduced | 9,852 | 3,810 | 0.25% | 0.28% | 228 | -1,174 | -10.65% | Q4 2025 | Feb 05, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 9,722 | 3,761 | 0.13% | 0.13% | 229 | -80 | -0.82% | Q4 2025 | Feb 12, 2026 |
| ALESCO ADVISORS LLC | History | No change | 9,608 | 3,716 | 0.1% | 0.1% | 230 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 9,405 | 3,638 | 0.02% | 0.02% | 231 | +2 | 0.02% | Q4 2025 | Jan 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 9,363 | 3,622 | 0.38% | 0.37% | 232 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 9,249 | 3,577 | 0.12% | 0.12% | 233 | -178 | -1.89% | Q4 2025 | Feb 10, 2026 |
| Family Office Research LLC | History | Reduced | 9,042 | 3,529 | 1.44% | 1.51% | 234 | -45 | -0.5% | Q4 2025 | Feb 09, 2026 |
| Lakeshore Financial Planning, Inc. | History | Reduced | 9,106 | 3,522 | 1.26% | 1.28% | 235 | -18 | -0.2% | Q4 2025 | Feb 17, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 9,066 | 3,507 | 0.51% | 0.53% | 236 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 9,023 | 3,490 | 0.38% | 0.39% | 237 | +14 | 0.16% | Q4 2025 | Feb 18, 2026 |
| Wedmont Private Capital | History | Added to | 8,855 | 3,473 | 0.12% | 0.12% | 238 | +18 | 0.2% | Q4 2025 | Jan 08, 2026 |
| M&T BANK CORP | History | Reduced | 8,924 | 3,452 | 0.01% | 0.01% | 239 | -20 | -0.22% | Q4 2025 | Jan 30, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 8,768 | 3,391 | 1.23% | 1.36% | 240 | -518 | -5.58% | Q4 2025 | Jan 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 8,748 | 3,384 | 0.01% | 0.01% | 241 | +2,710 | 44.88% | Q4 2025 | Feb 11, 2026 |
| Fiduciary Wealth Partners, LLC | History | Reduced | 8,663 | 3,351 | 1.37% | 1.47% | 242 | -572 | -6.19% | Q4 2025 | Jan 28, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 8,506 | 3,290 | 0.44% | 0.42% | 243 | -129 | -1.49% | Q4 2025 | Jan 05, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 8,434 | 3,262 | 0.32% | 0.33% | 244 | -90 | -1.06% | Q4 2025 | Jan 20, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 8,374 | 3,239 | 0.2% | 0.21% | 245 | -378 | -4.32% | Q4 2025 | Feb 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 8,332 | 3,223 | 0.0% | 0.0% | 246 | -11,299 | -57.56% | Q4 2025 | Feb 10, 2026 |
| Integrated Advisors Network LLC | History | No change | 8,223 | 3,180 | 0.14% | 0.13% | 247 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Reduced | 8,190 | 3,168 | 1.61% | 1.7% | 248 | -287 | -3.39% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 8,090 | 3,130 | 0.03% | 0.01% | 249 | +4,988 | 160.8% | Q4 2025 | Jan 05, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 8,085 | 3,127 | 0.73% | 0.69% | 250 | +7 | 0.09% | Q4 2025 | Feb 13, 2026 |
| Chokshi & Queen Wealth Advisors, Inc | History | Reduced | 7,966 | 3,081 | 1.61% | 1.66% | 251 | -333 | -4.01% | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | Added to | 7,887 | 3,051 | 0.03% | 0.04% | 252 | +57 | 0.73% | Q4 2025 | Feb 03, 2026 |
| CITY HOLDING CO | History | Reduced | 7,856 | 3,038 | 0.37% | 0.39% | 253 | -274 | -3.37% | Q4 2025 | Jan 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 7,680 | 2,971 | 0.0% | 0.0% | 254 | +1,380 | 21.9% | Q4 2025 | Feb 12, 2026 |
| Mosaic Advisors LLC | History | Reduced | 7,603 | 2,941 | 5.64% | 8.01% | 255 | -1,126 | -12.9% | Q4 2025 | Feb 18, 2026 |
| Vise Technologies, Inc. | History | Added to | 7,581 | 2,932 | 0.06% | 0.01% | 256 | +6,559 | 641.78% | Q4 2025 | Feb 11, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 7,556 | 2,922 | 0.37% | 0.37% | 257 | -51 | -0.67% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 7,535 | 2,915 | 0.14% | 0.14% | 258 | +80 | 1.07% | Q4 2025 | Jan 20, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 7,466 | 2,888 | 0.01% | 0.01% | 259 | -552 | -6.88% | Q4 2025 | Feb 12, 2026 |
| Clark Capital Management Group, Inc. | History | New | 7,365 | 2,849 | 0.02% | — | 260 | +7,365 | New | Q4 2025 | Feb 17, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 7,356 | 2,845 | 0.04% | 0.04% | 261 | -45 | -0.61% | Q4 2025 | Feb 09, 2026 |
| Renasant Bank | History | No change | 7,326 | 2,834 | 1.92% | 1.76% | 262 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 7,273 | 2,813 | 0.01% | 0.01% | 263 | -1,481 | -16.92% | Q4 2025 | Feb 13, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 7,267 | 2,811 | 0.08% | 0.09% | 264 | -985 | -11.94% | Q4 2025 | Feb 10, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 6,980 | 2,720 | 0.0% | 0.01% | 265 | -6,980 | -50.0% | Q4 2025 | Feb 13, 2026 |
| XY Planning Network, Inc. | History | Reduced | 6,990 | 2,703 | 0.47% | 1.03% | 266 | -1,623 | -18.84% | Q4 2025 | Jan 26, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 6,986 | 2,702 | 0.55% | 0.62% | 267 | -242 | -3.35% | Q4 2025 | Jan 23, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 6,776 | 2,621 | 0.05% | 0.05% | 268 | +167 | 2.53% | Q4 2025 | Jan 28, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 6,731 | 2,603 | 0.0% | 0.0% | 269 | +873 | 14.9% | Q4 2025 | Feb 17, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 6,724 | 2,601 | 0.96% | 1.01% | 270 | -316 | -4.49% | Q4 2025 | Feb 17, 2026 |
| IMA Advisory Services, Inc. | History | No change | 6,690 | 2,588 | 0.25% | 0.26% | 271 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 6,674 | 2,582 | 0.02% | — | 272 | +6,674 | New | Q4 2025 | Feb 18, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 6,380 | 2,468 | 1.25% | 1.32% | 273 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 6,331 | 2,449 | 0.13% | 0.14% | 274 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GeoWealth Management, LLC | History | Reduced | 6,300 | 2,437 | 0.09% | 0.09% | 275 | -35 | -0.55% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 6,282 | 2,430 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Meridian Financial Partners LLC | History | Reduced | 6,194 | 2,422 | 0.96% | 0.99% | 277 | -37 | -0.59% | Q4 2025 | Feb 05, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 6,244 | 2,415 | 0.04% | — | 278 | +6,244 | New | Q4 2025 | Feb 13, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 6,229 | 2,409 | 0.03% | 0.03% | 279 | -174 | -2.72% | Q4 2025 | Jan 21, 2026 |
| SouthState Bank Corp | History | Added to | 6,220 | 2,406 | 0.11% | 0.11% | 280 | +12 | 0.19% | Q4 2025 | Feb 11, 2026 |
| OneAscent Financial Services LLC | History | New | 6,197 | 2,397 | 0.22% | — | 281 | +6,197 | New | Q4 2025 | Feb 11, 2026 |
| Portland Global Advisors LLC | History | Added to | 6,067 | 2,347 | 0.25% | 0.22% | 282 | +792 | 15.01% | Q4 2025 | Feb 10, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 5,907 | 2,285 | 0.12% | 0.12% | 283 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 5,871 | 2,271 | 0.54% | 0.64% | 284 | -688 | -10.49% | Q4 2025 | Jan 12, 2026 |
| Avant Financial Advisors LLC | History | Added to | 5,838 | 2,258 | 1.62% | 1.63% | 285 | +126 | 2.21% | Q4 2025 | Jan 15, 2026 |
| Strategic Blueprint, LLC | History | Added to | 5,804 | 2,245 | 0.13% | 0.09% | 286 | +109 | 1.91% | Q4 2025 | Jan 30, 2026 |
| Yardley Wealth Management LLC | History | Reduced | 5,759 | 2,228 | 1.18% | 1.23% | 287 | -45 | -0.78% | Q4 2025 | Feb 05, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,719 | 2,212 | 0.02% | 0.02% | 288 | +60 | 1.06% | Q4 2025 | Feb 13, 2026 |
| Nvest Financial, LLC | History | Added to | 5,706 | 2,207 | 0.92% | 1.24% | 289 | +16 | 0.28% | Q4 2025 | Feb 10, 2026 |
| Sigma Planning Corp | History | Added to | 5,599 | 2,166 | 0.06% | 0.06% | 290 | +234 | 4.36% | Q4 2025 | Jan 30, 2026 |
| Verum Partners LLC | History | No change | 5,539 | 2,142 | 0.43% | 0.45% | 291 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 5,470 | 2,130 | 0.46% | 0.67% | 292 | -2,549 | -31.79% | Q4 2025 | Feb 05, 2026 |
| Garde Capital, Inc. | History | New | 5,502 | 2,128 | 0.13% | — | 293 | +5,502 | New | Q4 2025 | Feb 10, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 5,500 | 2,127 | 0.24% | 0.25% | 294 | -48 | -0.87% | Q4 2025 | Jan 14, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Reduced | 5,495 | 2,125 | 1.41% | 1.41% | 295 | -9 | -0.16% | Q4 2025 | Jan 09, 2026 |
| CENTRAL TRUST Co | History | No change | 5,484 | 2,121 | 0.04% | 0.04% | 296 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Independence Bank of Kentucky | History | Reduced | 5,479 | 2,119 | 0.26% | 0.27% | 297 | -141 | -2.51% | Q4 2025 | Jan 20, 2026 |
| Wealth Architects, LLC | History | Reduced | 5,430 | 2,100 | 0.19% | 0.2% | 298 | -65 | -1.18% | Q4 2025 | Feb 17, 2026 |
| Cambria Investment Management, L.P. | History | No change | 5,419 | 2,096 | 0.12% | 0.12% | 299 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Heritage Financial Services, LLC | History | Reduced | 5,232 | 2,024 | 0.17% | 0.18% | 300 | -163 | -3.02% | Q4 2025 | Feb 02, 2026 |
| BCS Private Wealth Management, Inc. | History | Reduced | 5,211 | 2,015 | 0.69% | 0.71% | 301 | -30 | -0.57% | Q4 2025 | Jan 26, 2026 |
| BEACON FINANCIAL GROUP | History | New | 5,186 | 2,006 | 0.2% | — | 302 | +5,186 | New | Q4 2025 | Apr 01, 2026 |
| XPONANCE LLC | History | Reduced | 5,181 | 2,004 | 0.02% | 0.03% | 303 | -5,441 | -51.22% | Q4 2025 | Feb 12, 2026 |
| High Probability Advisors, LLC | History | No change | 5,180 | 2,003 | 0.27% | 0.27% | 304 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | New | 5,172 | 2,000 | 0.27% | — | 305 | +5,172 | New | Q4 2025 | Jan 15, 2026 |
| Bakala Capital LLC | History | New | 5,165 | 1,998 | 9.45% | — | 306 | +5,165 | New | Q4 2025 | Feb 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | New | 5,147 | 1,991 | 0.03% | — | 307 | +5,147 | New | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 5,123 | 1,981 | 0.01% | 0.01% | 308 | +2,359 | 85.35% | Q4 2025 | Feb 17, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 5,106 | 1,975 | 0.36% | 0.02% | 309 | +1,258 | 32.69% | Q4 2025 | Mar 04, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 5,093 | 1,970 | 0.12% | 0.11% | 310 | +166 | 3.37% | Q4 2025 | Feb 17, 2026 |
| waypoint wealth counsel | History | Added to | 5,050 | 1,953 | 0.72% | 0.72% | 312 | +205 | 4.23% | Q4 2025 | Jan 28, 2026 |
| MANCHESTER FINANCIAL INC | History | No change | 5,051 | 1,953 | 0.37% | 0.38% | 311 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 4,984 | 1,928 | 0.07% | 0.07% | 313 | -17 | -0.34% | Q4 2025 | Feb 02, 2026 |
| Dakota Wealth Management | History | Added to | 4,964 | 1,920 | 0.03% | 0.01% | 314 | +3,096 | 165.74% | Q4 2025 | Jan 13, 2026 |
| Ledyard National Bank | History | Reduced | 4,911 | 1,899 | 0.16% | 0.17% | 315 | -20 | -0.41% | Q4 2025 | Jan 21, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 4,855 | 1,878 | 0.02% | 0.01% | 316 | +3,287 | 209.63% | Q4 2025 | Feb 02, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 4,847 | 1,874 | 0.11% | 0.11% | 317 | -12 | -0.25% | Q4 2025 | Jan 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 4,813 | 1,862 | 0.12% | 0.12% | 318 | +9 | 0.19% | Q4 2025 | Feb 17, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 4,750 | 1,837 | 0.08% | 0.08% | 319 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cohen Capital Management, Inc. | History | No change | 4,637 | 1,793 | 0.27% | 0.27% | 320 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 4,617 | 1,786 | 0.01% | 0.01% | 321 | +381 | 8.99% | Q4 2025 | Jan 29, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 4,548 | 1,759 | 0.06% | 0.06% | 322 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 4,535 | 1,754 | 0.01% | 0.01% | 323 | -24 | -0.53% | Q4 2025 | Feb 12, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 4,508 | 1,743 | 0.07% | 0.07% | 324 | +170 | 3.92% | Q4 2025 | Jan 14, 2026 |
| MOTIVE WEALTH ADVISORS | History | No change | 4,508 | 1,743 | 0.74% | 0.74% | 325 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Timonier Family Office, LTD. | History | No change | 4,468 | 1,728 | 0.55% | 0.55% | 326 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Dunhill Financial, LLC | History | Reduced | 4,402 | 1,703 | 0.42% | 0.44% | 328 | -74 | -1.65% | Q4 2025 | Jan 29, 2026 |
| BIP Wealth, LLC | History | No change | 4,405 | 1,703 | 0.06% | 0.08% | 327 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 4,377 | 1,693 | 0.1% | 0.06% | 329 | +1,701 | 63.57% | Q4 2025 | Jan 20, 2026 |
| CVA Family Office, LLC | History | No change | 4,348 | 1,682 | 0.19% | 0.21% | 330 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| KilterHowling LLC | History | Reduced | 4,306 | 1,665 | 0.84% | 1.1% | 331 | -924 | -17.67% | Q4 2025 | Feb 13, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 4,249 | 1,643 | 0.21% | 0.22% | 332 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 4,232 | 1,637 | 0.02% | 0.02% | 333 | +90 | 2.17% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 4,228 | 1,635 | 0.02% | 0.02% | 334 | -470 | -10.0% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 4,226 | 1,634 | 0.03% | 0.03% | 335 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | New | 4,163 | 1,610 | 0.01% | — | 337 | +4,163 | New | Q4 2025 | Feb 18, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 4,162 | 1,610 | 0.01% | 0.01% | 336 | -18 | -0.43% | Q4 2025 | Jan 29, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 4,157 | 1,607 | 0.2% | 0.23% | 338 | -388 | -8.54% | Q4 2025 | Feb 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 4,142 | 1,603 | 0.02% | 0.02% | 339 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Midwest Trust Co | History | Added to | 4,123 | 1,594 | 0.02% | 0.02% | 340 | +230 | 5.91% | Q4 2025 | Feb 04, 2026 |
| 12th Street Asset Management Company, LLC | History | New | 4,049 | 1,566 | 0.26% | — | 341 | +4,049 | New | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,965 | 1,533 | 0.01% | 0.01% | 342 | +176 | 4.65% | Q4 2025 | Feb 12, 2026 |
| Well Done, LLC | History | Reduced | 3,946 | 1,526 | 0.23% | 0.27% | 343 | -246 | -5.87% | Q4 2025 | Jan 13, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 3,912 | 1,513 | 0.42% | 0.43% | 344 | +7 | 0.18% | Q4 2025 | Jan 23, 2026 |
| Abacus Planning Group, Inc. | History | No change | 3,882 | 1,501 | 0.2% | 0.2% | 345 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 3,860 | 1,493 | 0.13% | 0.13% | 346 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 3,856 | 1,491 | 0.17% | 0.18% | 347 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Asset Dedication, LLC | History | No change | 3,838 | 1,484 | 0.1% | 0.1% | 348 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| World Investment Advisors | History | Added to | 3,828 | 1,481 | 0.02% | 0.03% | 349 | +177 | 4.85% | Q4 2025 | Mar 12, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 3,822 | 1,478 | 0.15% | 0.15% | 350 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WESBANCO BANK INC | History | Reduced | 3,729 | 1,442 | 0.04% | 0.04% | 351 | -24 | -0.64% | Q4 2025 | Feb 03, 2026 |
| Sensible Money, LLC | History | No change | 3,729 | 1,442 | 0.46% | 0.48% | 352 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Firestone Capital Management | History | Reduced | 3,726 | 1,441 | 0.31% | 0.31% | 353 | -2 | -0.05% | Q4 2025 | Feb 09, 2026 |
| Cambridge Financial Group, LLC | History | No change | 3,707 | 1,440 | 0.5% | 0.45% | 354 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 3,719 | 1,438 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 3,716 | 1,437 | 0.05% | 0.06% | 356 | -371 | -9.08% | Q4 2025 | Feb 12, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | No change | 3,714 | 1,436 | 0.29% | 0.28% | 357 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 3,711 | 1,435 | 0.05% | 0.05% | 358 | -38 | -1.01% | Q4 2025 | Feb 03, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 3,690 | 1,427 | 0.37% | 0.37% | 359 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SilverOak Wealth Management LLC | History | Reduced | 3,666 | 1,418 | 0.22% | 0.25% | 360 | -193 | -5.0% | Q4 2025 | Jan 28, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 3,547 | 1,372 | 0.4% | 0.41% | 361 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 3,500 | 1,353 | 0.14% | 0.15% | 362 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Stokes Family Office, LLC | History | No change | 3,500 | 1,353 | 0.12% | 0.13% | 363 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 3,496 | 1,352 | 0.11% | 0.12% | 364 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FineMark National Bank & Trust | History | Reduced | 3,482 | 1,347 | 0.04% | 0.04% | 365 | -82 | -2.3% | Q4 2025 | Feb 12, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 3,433 | 1,328 | 0.12% | 0.14% | 366 | -535 | -13.48% | Q4 2025 | Feb 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 3,429 | 1,326 | 0.0% | 0.0% | 367 | +2,875 | 518.95% | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | Reduced | 3,426 | 1,325 | 0.04% | 0.04% | 368 | -448 | -11.56% | Q4 2025 | Feb 11, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 3,411 | 1,319 | 0.25% | 0.25% | 369 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Merit Financial Group, LLC | History | Added to | 3,399 | 1,315 | 0.01% | 0.0% | 371 | +2,502 | 278.93% | Q4 2025 | Jan 26, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 3,400 | 1,315 | 0.0% | 0.0% | 370 | -300 | -8.11% | Q4 2025 | Feb 12, 2026 |
| Grove Bank & Trust | History | No change | 3,400 | 1,315 | 0.15% | 0.15% | 372 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,390 | 1,311 | 0.01% | 0.02% | 373 | +492 | 16.98% | Q4 2025 | Jan 23, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 3,363 | 1,300 | 0.17% | 0.17% | 374 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 3,348 | 1,295 | 0.1% | 0.1% | 375 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 3,345 | 1,294 | 0.02% | 0.02% | 376 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 3,323 | 1,285 | 0.09% | 0.09% | 377 | +2 | 0.06% | Q4 2025 | Jan 07, 2026 |
| Atala Financial Inc | History | No change | 3,319 | 1,283 | 0.82% | 0.79% | 378 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| XML Financial, LLC | History | Added to | 3,280 | 1,268 | 0.1% | 0.1% | 379 | +7 | 0.21% | Q4 2025 | Feb 11, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 3,270 | 1,265 | 0.06% | 0.06% | 380 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 3,231 | 1,249 | 0.02% | 0.02% | 381 | +574 | 21.6% | Q4 2025 | Feb 12, 2026 |
| Smith Salley Wealth Management | History | Added to | 3,221 | 1,246 | 0.06% | 0.06% | 382 | +12 | 0.37% | Q4 2025 | Jan 27, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 3,210 | 1,241 | 0.45% | 0.46% | 383 | -70 | -2.13% | Q4 2025 | Jan 26, 2026 |
| Visionary Wealth Advisors | History | Added to | 3,205 | 1,239 | 0.06% | 0.06% | 384 | +9 | 0.28% | Q4 2025 | Feb 13, 2026 |
| Rossmore Private Capital | History | Added to | 3,199 | 1,237 | 0.11% | 0.12% | 385 | +152 | 4.99% | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,160 | 1,231 | 0.05% | 0.06% | 386 | +603 | 23.58% | Q4 2025 | Feb 13, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 3,168 | 1,225 | 0.05% | 0.05% | 387 | +1 | 0.03% | Q4 2025 | Jan 27, 2026 |
| Callan Family Office, LLC | History | New | 3,156 | 1,220 | 0.03% | — | 388 | +3,156 | New | Q4 2025 | Feb 12, 2026 |
| Carter Financial Group, INC. | History | No change | 3,115 | 1,204 | 0.71% | 0.71% | 389 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parcion Private Wealth LLC | History | No change | 3,110 | 1,203 | 0.07% | 0.07% | 390 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sage Mountain Advisors LLC | History | No change | 3,053 | 1,181 | 0.06% | 0.07% | 391 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LWM Advisory Services, LLC | History | No change | 3,040 | 1,176 | 0.69% | 0.67% | 392 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| E&G Advisors, LP | History | No change | 3,002 | 1,161 | 0.26% | 0.26% | 393 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,987 | 1,155 | 0.04% | 0.04% | 394 | +355 | 13.49% | Q4 2025 | Jan 13, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 2,978 | 1,152 | 0.07% | 0.07% | 395 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 2,975 | 1,150 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 2,954 | 1,143 | 0.03% | 0.05% | 397 | -1,593 | -35.03% | Q4 2025 | Feb 13, 2026 |
| Beaumont Asset Management, L.L.C. | History | No change | 2,945 | 1,139 | 0.57% | 0.56% | 398 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Paulson Wealth Management Inc. | History | Reduced | 2,938 | 1,136 | 0.26% | 0.27% | 399 | -44 | -1.48% | Q4 2025 | Feb 05, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | No change | 2,936 | 1,135 | 0.09% | 0.09% | 400 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Safe Harbor Family Capital, LLC | History | New | 2,918 | 1,129 | 0.99% | — | 401 | +2,918 | New | Q4 2025 | Jan 30, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 2,880 | 1,114 | 0.12% | 0.13% | 402 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Glenview Trust Co | History | Added to | 2,858 | 1,105 | 0.02% | 0.02% | 403 | +65 | 2.33% | Q4 2025 | Feb 09, 2026 |
| May Hill Capital, LLC | History | Added to | 2,854 | 1,103 | 0.14% | 0.16% | 406 | +1,423 | 99.44% | Q4 2025 | Feb 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 2,852 | 1,103 | 0.08% | 0.08% | 405 | +160 | 5.94% | Q4 2025 | Feb 03, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 2,850 | 1,103 | 0.15% | 0.15% | 404 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Jackson Wealth Management, LLC | History | No change | 2,801 | 1,084 | 0.11% | 0.11% | 407 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Neuberger Berman Group LLC | History | No change | 2,795 | 1,081 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 2,753 | 1,065 | 0.03% | 0.03% | 409 | -73 | -2.58% | Q4 2025 | Jan 09, 2026 |
| Sargent Investment Group, LLC | History | New | 2,749 | 1,063 | 0.13% | — | 410 | +2,749 | New | Q4 2025 | Feb 13, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 2,736 | 1,058 | 0.19% | 0.2% | 411 | -24 | -0.87% | Q4 2025 | Feb 05, 2026 |
| Aprio Wealth Management, LLC | History | No change | 2,729 | 1,055 | 0.06% | 0.1% | 412 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 2,674 | 1,033 | 0.23% | 0.26% | 413 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Asset Allocation & Management Company, LLC | History | No change | 2,641 | 1,022 | 0.41% | 0.42% | 414 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Soltis Investment Advisors LLC | History | No change | 2,643 | 1,022 | 0.07% | 0.07% | 415 | 0 | 0.0% | Q4 2025 | Apr 02, 2026 |
| IFG Advisory, LLC | History | Reduced | 2,624 | 1,015 | 0.04% | 0.05% | 416 | -54 | -2.02% | Q4 2025 | Feb 10, 2026 |
| Atria Investments, Inc | History | Reduced | 2,616 | 1,012 | 0.01% | 0.02% | 417 | -960 | -26.85% | Q4 2025 | Feb 05, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | New | 2,606 | 1,008 | 0.03% | — | 418 | +2,606 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 2,587 | 1,000 | 0.29% | 0.32% | 419 | -54 | -2.04% | Q4 2025 | Jan 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 2,583 | 999 | 0.05% | 0.09% | 420 | +1 | 0.04% | Q4 2025 | Feb 17, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 2,577 | 996 | 0.02% | 0.02% | 421 | -260 | -9.16% | Q4 2025 | Feb 06, 2026 |
| Waterloo Capital, L.P. | History | New | 2,573 | 995 | 0.07% | — | 422 | +2,573 | New | Q4 2025 | Feb 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 2,570 | 994 | 0.01% | 0.01% | 423 | -72 | -2.73% | Q4 2025 | Jan 29, 2026 |
| FIRST INTERSTATE BANK | History | No change | 2,560 | 990 | 0.05% | 0.05% | 424 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 2,550 | 986 | 0.16% | 0.18% | 425 | +5 | 0.2% | Q4 2025 | Jan 26, 2026 |
| London & Capital Asset Management Ltd | History | New | 2,526 | 977 | 0.01% | — | 426 | +2,526 | New | Q4 2025 | Feb 17, 2026 |
| NESTEGG ADVISORS, INC. | History | No change | 2,497 | 965 | 0.82% | 0.84% | 427 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HSBC HOLDINGS PLC | History | New | 2,490 | 963 | 0.0% | — | 428 | +2,490 | New | Q4 2025 | Mar 20, 2026 |
| Coyle Financial Counsel LLC | History | No change | 2,460 | 951 | 0.2% | 0.21% | 429 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Reduced | 2,452 | 948 | 0.19% | 0.27% | 430 | -692 | -22.01% | Q4 2025 | Jan 09, 2026 |
| W ADVISORS, LLC | History | Reduced | 2,434 | 941 | 0.47% | 0.49% | 431 | -1 | -0.04% | Q4 2025 | Feb 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 4,221 | 939 | 0.02% | 0.03% | 432 | +341 | 8.79% | Q4 2025 | Feb 11, 2026 |
| Clearbridge Investments, LLC | History | New | 2,399 | 928 | 0.0% | — | 434 | +2,399 | New | Q4 2025 | Feb 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 2,401 | 928 | 0.01% | 0.01% | 433 | -38 | -1.56% | Q4 2025 | Feb 09, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 2,363 | 914 | 0.02% | 0.03% | 435 | -940 | -28.46% | Q4 2025 | Feb 17, 2026 |
| Acropolis Investment Management, LLC | History | No change | 2,355 | 911 | 0.04% | 0.04% | 436 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 2,353 | 910 | 0.05% | 0.05% | 437 | +7 | 0.3% | Q4 2025 | Feb 17, 2026 |
| Blue Edge Capital, LLC | History | No change | 2,344 | 906 | 0.12% | 0.13% | 438 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 2,336 | 903 | 0.19% | — | 439 | +2,336 | New | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,329 | 901 | 0.08% | 0.08% | 440 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | New | 2,324 | 899 | 0.34% | — | 441 | +2,324 | New | Q4 2025 | Feb 10, 2026 |
| Brooklyn Investment Group | History | Added to | 2,289 | 893 | 0.04% | 0.1% | 442 | +238 | 11.6% | Q4 2025 | Feb 12, 2026 |
| Baring Financial LLC | History | Reduced | 2,306 | 891 | 0.54% | 0.66% | 443 | -252 | -9.85% | Q4 2025 | Jan 07, 2026 |
| Bayshore Capital Advisors, LLC | History | New | 2,301 | 890 | 0.44% | — | 444 | +2,301 | New | Q4 2025 | Feb 05, 2026 |
| Red Spruce Capital, LLC | History | Reduced | 2,301 | 890 | 0.35% | 0.36% | 445 | -54 | -2.29% | Q4 2025 | Jan 06, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 2,294 | 887 | 0.02% | 0.02% | 446 | -100 | -4.18% | Q4 2025 | Feb 17, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 2,280 | 882 | 0.23% | 0.25% | 447 | -205 | -8.25% | Q4 2025 | Jan 14, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 2,247 | 869 | 0.05% | 0.05% | 448 | +200 | 9.77% | Q4 2025 | Feb 03, 2026 |
| AGH Wealth Advisors, LLC | History | Reduced | 2,236 | 864 | 0.65% | 0.67% | 449 | -170 | -7.07% | Q4 2025 | Feb 04, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | Reduced | 2,210 | 854 | 0.6% | 0.84% | 450 | -390 | -15.0% | Q4 2025 | Feb 04, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 2,154 | 850 | 0.1% | 0.1% | 451 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 2,172 | 840 | 0.03% | 0.03% | 452 | -260 | -10.69% | Q4 2025 | Jan 21, 2026 |
| KLCM Advisors, Inc. | History | New | 2,165 | 837 | 0.07% | — | 453 | +2,165 | New | Q4 2025 | Feb 04, 2026 |
| MSH Capital Advisors LLC | History | Added to | 2,136 | 826 | 0.18% | 0.19% | 454 | +231 | 12.13% | Q4 2025 | Feb 09, 2026 |
| FWG Holdings, LLC | History | No change | 2,117 | 825 | 0.31% | 0.36% | 455 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 2,130 | 824 | 0.22% | 0.23% | 456 | +4 | 0.19% | Q4 2025 | Feb 06, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 2,116 | 818 | 0.03% | 0.03% | 457 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | New | 2,109 | 815 | 0.02% | — | 458 | +2,109 | New | Q4 2025 | Feb 13, 2026 |
| Dempze Nancy E | History | No change | 2,102 | 813 | 0.42% | 0.44% | 459 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 2,097 | 811 | 0.02% | 0.02% | 460 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Mason & Associates Inc | History | Reduced | 2,095 | 810 | 0.15% | 0.19% | 461 | -450 | -17.68% | Q4 2025 | Feb 05, 2026 |
| BURNS J W & CO INC/NY | History | No change | 2,085 | 806 | 0.09% | 0.09% | 462 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 2,063 | 798 | 0.34% | 0.35% | 463 | +6 | 0.29% | Q4 2025 | Jan 26, 2026 |
| Martin Capital Advisors, LLP | History | No change | 2,040 | 789 | 0.46% | 0.47% | 464 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 2,030 | 785 | 0.0% | 0.0% | 465 | -615 | -23.25% | Q4 2025 | Feb 12, 2026 |
| Ascent Group, LLC | History | Reduced | 2,022 | 782 | 0.03% | 0.03% | 466 | -127 | -5.91% | Q4 2025 | Jan 20, 2026 |
| Annex Advisory Services, LLC | History | New | 2,016 | 779 | 0.01% | — | 467 | +2,016 | New | Q4 2025 | Jan 26, 2026 |
| BOKF, NA | History | No change | 2,000 | 773 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Harbor Advisors LLC | History | No change | 2,000 | 773 | 0.12% | 0.12% | 469 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Global View Capital Management LLC | History | Added to | 1,984 | 767 | 0.14% | 0.14% | 470 | +195 | 10.9% | Q4 2025 | Jan 14, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 1,975 | 764 | 0.27% | 0.3% | 471 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,972 | 762 | 0.06% | 0.06% | 472 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 1,959 | 757 | 0.02% | 0.02% | 473 | +2 | 0.1% | Q4 2025 | Feb 05, 2026 |
| Facet Wealth, Inc. | History | Reduced | 1,894 | 748 | 0.01% | 0.02% | 474 | -46 | -2.37% | Q4 2025 | Jan 29, 2026 |
| Topsail Wealth Management, LLC | History | No change | 1,931 | 747 | 0.11% | 0.12% | 475 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Allworth Financial LP | History | New | 1,925 | 744 | 0.0% | — | 476 | +1,925 | New | Q4 2025 | Feb 05, 2026 |
| Diversified Trust Co | History | Reduced | 1,906 | 737 | 0.01% | 0.01% | 477 | -1 | -0.05% | Q4 2025 | Jan 09, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 1,906 | 737 | 0.61% | 0.63% | 478 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| CHOREO, LLC | History | Reduced | 1,864 | 726 | 0.01% | 0.01% | 479 | -156 | -7.72% | Q4 2025 | Jan 23, 2026 |
| SlateStone Wealth, LLC | History | No change | 1,868 | 723 | 0.06% | 0.06% | 480 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 1,866 | 721 | 0.62% | — | 481 | +1,866 | New | Q4 2025 | Feb 09, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 1,863 | 720 | 0.01% | 0.01% | 482 | -29 | -1.53% | Q4 2025 | Jan 16, 2026 |
| Forum Financial Management, LP | History | Added to | 1,857 | 718 | 0.01% | 0.01% | 483 | +147 | 8.6% | Q4 2025 | Jan 27, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 1,841 | 712 | 0.02% | 0.03% | 484 | -275 | -13.0% | Q4 2025 | Feb 12, 2026 |
| Oxbow Advisors, LLC | History | Reduced | 1,835 | 709 | 0.06% | 0.07% | 485 | -94 | -4.87% | Q4 2025 | Feb 04, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 1,819 | 703 | 0.12% | 0.12% | 486 | +9 | 0.5% | Q4 2025 | Jan 23, 2026 |
| RKL Wealth Management LLC | History | Added to | 1,815 | 702 | 0.06% | 0.06% | 487 | +5 | 0.28% | Q4 2025 | Feb 12, 2026 |
| Climber Capital SA | History | New | 1,800 | 695 | 0.45% | — | 488 | +1,800 | New | Q4 2025 | Feb 03, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | Added to | 1,783 | 689 | 0.18% | 0.07% | 489 | +1,115 | 166.92% | Q4 2025 | Feb 17, 2026 |
| McLean Asset Management Corp | History | Added to | 1,752 | 688 | 0.12% | 0.14% | 490 | +31 | 1.8% | Q4 2025 | Jan 16, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 1,768 | 683 | 0.02% | 0.02% | 491 | +3 | 0.17% | Q4 2025 | Jan 30, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 1,759 | 680 | 0.12% | 0.13% | 492 | -118 | -6.29% | Q4 2025 | Jan 14, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Added to | 1,756 | 679 | 0.19% | 0.14% | 493 | +88 | 5.28% | Q4 2025 | Feb 12, 2026 |
| Stronghold Wealth Management L.L.C. | History | New | 1,755 | 678 | 1.0% | — | 494 | +1,755 | New | Q4 2025 | Feb 06, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 1,747 | 675 | 0.12% | 0.12% | 495 | +2 | 0.11% | Q4 2025 | Feb 02, 2026 |
| ASL Financial, LLC | History | New | 1,715 | 663 | 0.52% | — | 498 | +1,715 | New | Q4 2025 | Jan 20, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | New | 1,714 | 663 | 0.08% | — | 496 | +1,714 | New | Q4 2025 | Jan 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,715 | 663 | 0.02% | 0.02% | 497 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Foster Group, Inc. | History | No change | 1,712 | 662 | 0.02% | 0.02% | 499 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MTM Investment Management, LLC | History | No change | 1,695 | 655 | 0.21% | 0.2% | 500 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Third View Private Wealth, LLC | History | New | 1,690 | 653 | 0.09% | — | 501 | +1,690 | New | Q4 2025 | Jan 23, 2026 |
| TritonPoint Partners, LLC | History | New | 1,666 | 644 | 0.34% | — | 503 | +1,666 | New | Q4 2025 | Feb 13, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 1,666 | 644 | 0.03% | 0.03% | 502 | +85 | 5.38% | Q4 2025 | Mar 04, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 1,661 | 642 | 0.04% | 0.04% | 504 | -39 | -2.29% | Q4 2025 | Jan 22, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | Added to | 1,653 | 639 | 0.34% | 0.33% | 505 | +96 | 6.17% | Q4 2025 | Feb 11, 2026 |
| VERITY Wealth Advisors | History | No change | 1,651 | 638 | 0.4% | 0.39% | 506 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | New | 1,640 | 634 | 0.02% | — | 507 | +1,640 | New | Q4 2025 | Feb 10, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 1,639 | 633 | 0.09% | 0.11% | 508 | -248 | -13.14% | Q4 2025 | Jan 09, 2026 |
| Pathway Financial Advisors LLC | History | No change | 1,600 | 629 | 0.08% | 0.08% | 509 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 1,623 | 627 | 0.04% | 0.04% | 510 | +4 | 0.25% | Q4 2025 | Jan 20, 2026 |
| Ironwood Wealth Management, LLC. | History | No change | 1,620 | 626 | 0.18% | 0.21% | 511 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Boston Trust Walden Corp | History | No change | 1,590 | 615 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 1,587 | 613 | 0.48% | 0.51% | 513 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Patten Group, Inc. | History | Added to | 1,583 | 612 | 0.11% | 0.07% | 514 | +626 | 65.41% | Q4 2025 | Jan 23, 2026 |
| Ashford Advisors, LLC | History | Reduced | 1,583 | 612 | 0.13% | 0.15% | 515 | -265 | -14.34% | Q4 2025 | Jan 23, 2026 |
| WEALTH EFFECTS LLC | History | No change | 1,569 | 606 | 0.19% | 0.19% | 516 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,561 | 603 | 0.01% | 0.01% | 517 | +149 | 10.55% | Q4 2025 | Feb 06, 2026 |
| HM PAYSON & CO | History | No change | 1,550 | 599 | 0.01% | 0.01% | 518 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COOKSON PEIRCE & CO INC | History | New | 1,533 | 593 | 0.02% | — | 519 | +1,533 | New | Q4 2025 | Feb 11, 2026 |
| RVW Wealth, LLC | History | No change | 1,522 | 588 | 0.04% | 0.04% | 520 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 1,521 | 588 | 0.07% | 0.07% | 521 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 1,515 | 586 | 0.0% | 0.0% | 522 | -165 | -9.82% | Q4 2025 | Feb 12, 2026 |
| Vawter Financial, Ltd. | History | No change | 1,515 | 586 | 0.25% | 0.26% | 523 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,506 | 582 | 0.01% | 0.01% | 524 | +72 | 5.02% | Q4 2025 | Feb 02, 2026 |
| MITCHELL SINKLER & STARR/PA | History | No change | 1,500 | 580 | 0.26% | 0.26% | 525 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 1,495 | 578 | 0.42% | — | 526 | +1,495 | New | Q4 2025 | Jan 30, 2026 |
| Stonebrook Private Inc. | History | Reduced | 1,490 | 576 | 0.12% | 0.26% | 527 | -1,693 | -53.19% | Q4 2025 | Feb 11, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 1,487 | 575 | 0.03% | 0.03% | 528 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 1,474 | 570 | 0.01% | 0.01% | 529 | +24 | 1.66% | Q4 2025 | Feb 09, 2026 |
| Prospera Financial Services Inc | History | Reduced | 1,457 | 567 | 0.01% | 0.01% | 530 | -9 | -0.61% | Q4 2025 | Feb 09, 2026 |
| Mason & Associates, LLC | History | Reduced | 1,462 | 565 | 0.13% | 0.16% | 531 | -326 | -18.23% | Q4 2025 | Jan 21, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 1,449 | 560 | 0.02% | 0.02% | 532 | +207 | 16.67% | Q4 2025 | Jan 07, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Reduced | 1,443 | 558 | 0.29% | 0.33% | 533 | -168 | -10.43% | Q4 2025 | Feb 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | New | 1,429 | 552 | 0.04% | — | 534 | +1,429 | New | Q4 2025 | Feb 09, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 1,417 | 548 | 0.01% | 0.01% | 535 | -122 | -7.93% | Q4 2025 | Jan 26, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 1,415 | 547 | 0.05% | 0.05% | 536 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Haverford Trust Co | History | No change | 1,400 | 541 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 1,389 | 537 | 0.01% | 0.01% | 538 | -36 | -2.53% | Q4 2025 | Feb 02, 2026 |
| CAMDEN NATIONAL BANK | History | No change | 1,390 | 537 | 0.07% | 0.07% | 539 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Blue Chip Partners, LLC | History | Added to | 1,384 | 535 | 0.04% | 0.04% | 540 | +3 | 0.22% | Q4 2025 | Feb 18, 2026 |
| One Capital Management, LLC | History | New | 1,378 | 533 | 0.02% | — | 541 | +1,378 | New | Q4 2025 | Feb 10, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 1,379 | 533 | 0.08% | 0.09% | 542 | -159 | -10.34% | Q4 2025 | Jan 08, 2026 |
| Core Wealth Management, Inc. | History | Reduced | 1,364 | 527 | 0.16% | 0.17% | 543 | -13 | -0.94% | Q4 2025 | Jan 28, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 1,352 | 523 | 0.25% | 0.39% | 545 | -550 | -28.92% | Q4 2025 | Feb 09, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 1,352 | 523 | 0.01% | 0.01% | 544 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Ackerman Asset Management, LLC | History | No change | 1,350 | 522 | 0.35% | 0.37% | 546 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Daybright Advisory Services, Inc. | History | New | 1,341 | 518 | 0.14% | — | 547 | +1,341 | New | Q4 2025 | Feb 12, 2026 |
| Meridian Wealth Management, LLC | History | No change | 1,322 | 511 | 0.02% | 0.02% | 548 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 1,319 | 510 | 0.01% | 0.01% | 549 | -93 | -6.59% | Q4 2025 | Feb 05, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 1,317 | 509 | 0.08% | 0.08% | 550 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 1,318 | 509 | 0.1% | 0.1% | 551 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Detalus Advisors, LLC | History | No change | 1,314 | 508 | 0.12% | 0.13% | 552 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,260 | 487 | 0.0% | 0.0% | 553 | +482 | 61.95% | Q4 2025 | Feb 05, 2026 |
| Greenhouse Wealth Management, LLC | History | Reduced | 1,260 | 487 | 0.29% | 0.3% | 554 | -52 | -3.96% | Q4 2025 | Jan 21, 2026 |
| CM WEALTH ADVISORS LLC | History | Reduced | 1,252 | 484 | 0.11% | 0.13% | 555 | -19 | -1.49% | Q4 2025 | Jan 26, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 1,232 | 476 | 0.04% | 0.04% | 556 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 1,225 | 473 | 0.02% | — | 557 | +1,225 | New | Q4 2025 | Feb 09, 2026 |
| Crewe Advisors LLC | History | No change | 1,217 | 470 | 0.04% | 0.04% | 558 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SOL Capital Management CO | History | No change | 1,210 | 468 | 0.04% | 0.04% | 559 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Auour Investments LLC | History | No change | 1,208 | 467 | 0.15% | 0.15% | 560 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 1,207 | 466 | 0.03% | 0.04% | 561 | -300 | -19.91% | Q4 2025 | Jan 21, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 1,203 | 465 | 0.01% | 0.01% | 562 | -217 | -15.28% | Q4 2025 | Jan 13, 2026 |
| Madrid Wealth Management, LLC | History | New | 1,200 | 464 | 0.38% | — | 564 | +1,200 | New | Q4 2025 | Feb 02, 2026 |
| Betterment LLC | History | Added to | 1,199 | 464 | 0.0% | 0.0% | 563 | +58 | 5.08% | Q4 2025 | Feb 12, 2026 |
| Plancorp, LLC | History | No change | 1,187 | 459 | 0.01% | 0.01% | 565 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 1,183 | 457 | 0.1% | 0.11% | 566 | -50 | -4.06% | Q4 2025 | Feb 06, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 1,183 | 457 | 0.01% | 0.02% | 567 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 1,178 | 455 | 0.03% | 0.03% | 568 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,169 | 452 | 0.01% | 0.01% | 569 | +218 | 22.92% | Q4 2025 | Feb 09, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 1,149 | 444 | 0.01% | 0.01% | 571 | +1 | 0.09% | Q4 2025 | Feb 02, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 1,150 | 444 | 0.03% | 0.03% | 570 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 1,150 | 444 | 0.01% | 0.0% | 572 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Heck Capital Advisors, LLC | History | No change | 1,147 | 443 | 0.03% | 0.03% | 573 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,137 | 439 | 0.06% | 0.05% | 574 | +149 | 15.08% | Q4 2025 | Jan 08, 2026 |
| WJ Financial Advisors LLC | History | Reduced | 1,124 | 434 | 0.39% | 0.42% | 575 | -7 | -0.62% | Q4 2025 | Feb 02, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 1,115 | 431 | 0.03% | 0.03% | 576 | -18 | -1.59% | Q4 2025 | Feb 11, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 1,114 | 430 | 0.05% | 0.05% | 577 | +4 | 0.36% | Q4 2025 | Jan 20, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 1,084 | 426 | 0.01% | 0.01% | 578 | -52 | -4.58% | Q4 2025 | Feb 09, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,104 | 426 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| James J. Burns & Company, LLC | History | No change | 1,100 | 425 | 0.06% | 0.06% | 580 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Lauterbach Financial Advisors, LLC | History | No change | 1,096 | 423 | 0.21% | 0.21% | 581 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 1,096 | 423 | 0.3% | 0.3% | 582 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fluent Financial, LLC | History | Reduced | 1,090 | 421 | 0.16% | 0.17% | 583 | -56 | -4.89% | Q4 2025 | Jan 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,084 | 419 | 0.01% | 0.01% | 584 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Consolidated Portfolio Review Corp | History | New | 1,083 | 418 | 0.04% | — | 586 | +1,083 | New | Q4 2025 | Jan 26, 2026 |
| Pine Ridge Advisers LLC | History | No change | 1,083 | 418 | 0.02% | 0.02% | 585 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Alternative Investment Advisors, LLC. | History | New | 1,070 | 413 | 0.18% | — | 589 | +1,070 | New | Q4 2025 | Feb 24, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 1,068 | 413 | 0.09% | 0.1% | 587 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | No change | 1,070 | 413 | 0.01% | 0.01% | 588 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 1,062 | 410 | 0.02% | 0.02% | 590 | -125 | -10.53% | Q4 2025 | Feb 10, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 1,060 | 409 | 0.03% | 0.03% | 591 | +2 | 0.19% | Q4 2025 | Feb 04, 2026 |
| IFP Advisors, Inc | History | No change | 1,056 | 408 | 0.01% | 0.01% | 592 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| J.Safra Asset Management Corp | History | New | 1,051 | 406 | 0.02% | — | 594 | +1,051 | New | Q4 2025 | Feb 11, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Added to | 1,050 | 406 | 0.02% | 0.01% | 593 | +150 | 16.67% | Q4 2025 | Jan 27, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 1,040 | 402 | 0.01% | 0.01% | 595 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 1,039 | 401 | 0.0% | 0.0% | 596 | +9 | 0.87% | Q4 2025 | Jan 26, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 1,038 | 401 | 0.03% | 0.03% | 597 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WLTH Capital Management, LLC | History | New | 1,018 | 395 | 0.31% | — | 598 | +1,018 | New | Q4 2025 | Feb 24, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 1,007 | 389 | 0.12% | 0.13% | 599 | -34 | -3.27% | Q4 2025 | Feb 12, 2026 |
| Biltmore Family Office, LLC | History | No change | 1,005 | 388 | 0.05% | 0.05% | 600 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 982 | 387 | 0.05% | 0.05% | 601 | -104 | -9.58% | Q4 2025 | Jan 14, 2026 |
| NorthRock Partners, LLC | History | Reduced | 1,000 | 386 | 0.01% | 0.01% | 603 | -120 | -10.71% | Q4 2025 | Feb 17, 2026 |
| Manchester Capital Management LLC | History | No change | 1,000 | 386 | 0.05% | 0.05% | 602 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 1,000 | 386 | 0.05% | 0.05% | 604 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Wealth Management Associates, Inc. | History | No change | 1,000 | 386 | 0.13% | 0.13% | 605 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Broussard Financial Group LLC | History | New | 987 | 381 | 0.31% | — | 606 | +987 | New | Q4 2025 | Feb 02, 2026 |
| Legacy Capital Group California, Inc. | History | No change | 987 | 381 | 0.09% | 0.1% | 607 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 982 | 380 | 0.03% | 0.03% | 608 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| JACOBS & CO/CA | History | No change | 982 | 379 | 0.04% | 0.04% | 609 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| DT Investment Partners, LLC | History | No change | 975 | 377 | 0.03% | 0.03% | 610 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Members Trust Co | History | No change | 975 | 377 | 0.01% | 0.01% | 611 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Altiora Financial Group, LLC | History | No change | 967 | 374 | 0.06% | 0.07% | 612 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| REGIONS FINANCIAL CORP | History | New | 957 | 370 | 0.0% | — | 614 | +957 | New | Q4 2025 | Jan 27, 2026 |
| Cornerstone Capital, Inc. | History | No change | 959 | 370 | 0.04% | 0.04% | 613 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 944 | 365 | 0.08% | 0.08% | 615 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 923 | 357 | 0.03% | 0.03% | 616 | +3 | 0.33% | Q4 2025 | Feb 17, 2026 |
| KPP Advisory Services LLC | History | Reduced | 921 | 356 | 0.05% | 0.05% | 617 | -50 | -5.15% | Q4 2025 | Feb 02, 2026 |
| Thomasville National Bank | History | No change | 919 | 355 | 0.02% | 0.02% | 618 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Tribridge Partners Financial LLC | History | No change | 918 | 355 | 0.15% | 0.16% | 619 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NWAM LLC | History | No change | 908 | 352 | 0.02% | 0.02% | 620 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Kesler, Norman & Wride, LLC | History | New | 900 | 348 | 0.06% | — | 621 | +900 | New | Q4 2025 | Feb 10, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 883 | 341 | 0.05% | 0.05% | 622 | +116 | 15.12% | Q4 2025 | Feb 03, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 883 | 341 | 0.02% | 0.02% | 623 | +2 | 0.23% | Q4 2025 | Jan 20, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 863 | 334 | 0.05% | 0.03% | 624 | +213 | 32.77% | Q4 2025 | Feb 13, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 864 | 334 | 0.05% | 0.06% | 625 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 856 | 331 | 0.04% | — | 627 | +856 | New | Q4 2025 | Feb 09, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 847 | 331 | 0.03% | 0.03% | 626 | +2 | 0.24% | Q4 2025 | Jan 28, 2026 |
| Reynders McVeigh Capital Management, LLC | History | No change | 851 | 329 | 0.02% | 0.02% | 628 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Capital Investment Counsel, LLC | History | New | 839 | 324 | 0.05% | — | 629 | +839 | New | Q4 2025 | Feb 02, 2026 |
| Western Wealth Management, LLC | History | New | 822 | 318 | 0.01% | — | 630 | +822 | New | Q4 2025 | Feb 05, 2026 |
| Tepp RIA, LLC | History | No change | 819 | 317 | 0.31% | 0.35% | 631 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Veracity Capital LLC | History | Added to | 818 | 316 | 0.09% | 0.1% | 632 | +9 | 1.11% | Q4 2025 | Jan 29, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 816 | 315 | 0.02% | 0.02% | 633 | -52 | -5.99% | Q4 2025 | Feb 06, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Reduced | 811 | 313 | 0.02% | 0.02% | 634 | -7 | -0.86% | Q4 2025 | Jan 27, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 804 | 311 | 0.07% | — | 635 | +804 | New | Q4 2025 | Mar 23, 2026 |
| Willis Johnson & Associates, Inc. | History | New | 803 | 310 | 0.02% | — | 637 | +803 | New | Q4 2025 | Jan 22, 2026 |
| Francis Financial, Inc. | History | No change | 803 | 310 | 0.06% | 0.05% | 636 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Carnegie Investment Counsel | History | New | 801 | 309 | 0.01% | — | 638 | +801 | New | Q4 2025 | Jan 23, 2026 |
| Alpine Bank Wealth Management | History | No change | 800 | 309 | 0.04% | 0.04% | 639 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Arkadios Wealth Advisors | History | New | 790 | 305 | 0.01% | — | 640 | +790 | New | Q4 2025 | Feb 13, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 789 | 305 | 0.02% | — | 641 | +789 | New | Q4 2025 | Jan 23, 2026 |
| Briggs Wealth Management, Inc | History | New | 788 | 304 | 0.33% | — | 644 | +788 | New | Q4 2025 | Feb 19, 2026 |
| ASSETMARK, INC | History | Reduced | 786 | 304 | 0.0% | 0.0% | 642 | -20 | -2.48% | Q4 2025 | Jan 23, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 788 | 304 | 0.01% | 0.01% | 643 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 783 | 302 | 0.11% | 0.11% | 647 | +1 | 0.13% | Q4 2025 | Jan 26, 2026 |
| Frisch Financial Group, Inc. | History | No change | 783 | 302 | 0.07% | 0.07% | 645 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 783 | 302 | 0.07% | 0.07% | 646 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 777 | 300 | 0.01% | 0.01% | 648 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 775 | 299 | 0.04% | 0.04% | 649 | -74 | -8.72% | Q4 2025 | Feb 04, 2026 |
| Anchor Investment Management, LLC | History | Added to | 769 | 297 | 0.02% | 0.02% | 650 | +2 | 0.26% | Q4 2025 | Feb 26, 2026 |
| KFA Private Wealth Group, LLC | History | New | 767 | 296 | 0.07% | — | 653 | +767 | New | Q4 2025 | Jan 07, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 766 | 296 | 0.01% | 0.01% | 652 | -2 | -0.26% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 764 | 296 | 0.0% | 0.0% | 651 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RMR Wealth Builders | History | Added to | 756 | 292 | 0.02% | 0.02% | 654 | +1 | 0.13% | Q4 2025 | Jan 29, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | No change | 750 | 290 | 0.05% | 0.05% | 655 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Summit Place Financial Advisors, LLC | History | No change | 745 | 288 | 0.14% | 0.13% | 656 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Procyon Advisors, LLC | History | Added to | 742 | 287 | 0.01% | 0.01% | 657 | +176 | 31.1% | Q4 2025 | Jan 07, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 741 | 286 | 0.02% | 0.02% | 658 | +60 | 8.81% | Q4 2025 | Feb 12, 2026 |
| M3 Advisory Group, LLC | History | Added to | 742 | 286 | 0.17% | 0.17% | 660 | +2 | 0.27% | Q4 2025 | Jan 16, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 734 | 286 | 0.0% | 0.0% | 659 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 729 | 282 | 0.12% | 0.12% | 661 | -6 | -0.82% | Q4 2025 | Jan 28, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 710 | 281 | 0.0% | 0.0% | 662 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Auxano Advisors, LLC | History | Reduced | 726 | 280 | 0.06% | 0.06% | 665 | -9 | -1.22% | Q4 2025 | Feb 06, 2026 |
| CAPE ANN SAVINGS BANK | History | No change | 725 | 280 | 0.14% | 0.15% | 663 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 725 | 280 | 0.02% | 0.02% | 664 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RIA Advisory Group LLC | History | Reduced | 723 | 279 | 0.07% | 0.07% | 666 | -11 | -1.5% | Q4 2025 | Feb 02, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 723 | 279 | 0.04% | 0.04% | 667 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 720 | 278 | 0.01% | 0.01% | 668 | +7 | 0.98% | Q4 2025 | Jan 21, 2026 |
| Evanson Asset Management, LLC | History | No change | 716 | 276 | 0.01% | 0.02% | 669 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Shepherd Street Advisors LLC | History | New | 708 | 273 | 0.26% | — | 670 | +708 | New | Q4 2025 | Feb 10, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 704 | 272 | 0.03% | — | 673 | +704 | New | Q4 2025 | Feb 11, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 705 | 272 | 0.01% | 0.01% | 671 | +17 | 2.47% | Q4 2025 | Feb 18, 2026 |
| Legacy Advisors, LLC | History | No change | 703 | 272 | 0.03% | 0.03% | 672 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 698 | 270 | 0.09% | 0.04% | 674 | +125 | 21.82% | Q4 2025 | Jan 27, 2026 |
| Centurion Wealth Management LLC | History | No change | 700 | 270 | 0.06% | 0.06% | 675 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Bawa N Mallick Trust | History | No change | 700 | 270 | 0.1% | 0.1% | 676 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 695 | 268 | 0.04% | 0.04% | 677 | -39 | -5.31% | Q4 2025 | Jan 16, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | New | 691 | 267 | 0.23% | — | 678 | +691 | New | Q4 2025 | Jan 23, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 686 | 265 | 0.04% | — | 679 | +686 | New | Q4 2025 | Feb 04, 2026 |
| Winthrop Partners - WNY, LLC | History | New | 685 | 264 | 0.14% | — | 680 | +685 | New | Q4 2025 | Mar 12, 2026 |
| Canopy Partners, LLC | History | No change | 682 | 263 | 0.09% | 0.09% | 681 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Benchmark Financial, LLC | History | New | 680 | 262 | 0.26% | — | 682 | +680 | New | Q4 2025 | Jan 27, 2026 |
| Florida Trust Wealth Management Co | History | No change | 675 | 261 | 0.01% | 0.01% | 683 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| VestGen Advisors, LLC | History | New | 671 | 259 | 0.01% | — | 686 | +671 | New | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 672 | 259 | 0.0% | 0.0% | 685 | +37 | 5.83% | Q4 2025 | Feb 13, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 670 | 259 | 0.01% | 0.01% | 684 | -12 | -1.76% | Q4 2025 | Feb 05, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 665 | 257 | 0.07% | — | 687 | +665 | New | Q4 2025 | Feb 13, 2026 |
| Philip James Wealth Mangement, LLC | History | Added to | 664 | 257 | 0.03% | 0.03% | 688 | +2 | 0.3% | Q4 2025 | Jan 20, 2026 |
| QTR Family Wealth, LLC | History | New | 650 | 256 | 0.11% | — | 689 | +650 | New | Q4 2025 | Feb 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 660 | 255 | 0.01% | 0.01% | 690 | -50 | -7.04% | Q4 2025 | Feb 17, 2026 |
| Grant Street Asset Management, Inc. | History | Reduced | 658 | 254 | 0.05% | 0.05% | 691 | -7 | -1.05% | Q4 2025 | Jan 28, 2026 |
| Linden Thomas Advisory Services, LLC | History | No change | 659 | 254 | 0.03% | 0.03% | 692 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Naviter Wealth, LLC | History | New | 650 | 251 | 0.03% | — | 697 | +650 | New | Q4 2025 | Jan 21, 2026 |
| Fiduciary Planning LLC | History | Reduced | 651 | 251 | 0.08% | 0.1% | 696 | -229 | -26.02% | Q4 2025 | Jan 22, 2026 |
| ROCKLAND TRUST CO | History | No change | 650 | 251 | 0.01% | 0.01% | 693 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 650 | 251 | 0.01% | 0.01% | 694 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Rezny Wealth Management, Inc. | History | No change | 650 | 251 | 0.05% | 0.05% | 695 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Private Wealth Management Group, LLC | History | No change | 645 | 249 | 0.07% | 0.07% | 698 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Snowden Capital Advisors LLC | History | New | 638 | 246 | 0.01% | — | 699 | +638 | New | Q4 2025 | Feb 17, 2026 |
| BostonPremier Wealth LLC | History | Added to | 636 | 246 | 0.13% | 0.12% | 700 | +1 | 0.16% | Q4 2025 | Jan 13, 2026 |
| Empire Financial Management Company, LLC | History | Reduced | 634 | 245 | 0.05% | 0.06% | 701 | -44 | -6.49% | Q4 2025 | Feb 12, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 634 | 245 | 0.17% | 0.17% | 702 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 626 | 242 | 0.02% | 0.02% | 703 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Optivise Advisory Services LLC | History | No change | 622 | 240 | 0.14% | 0.14% | 704 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 620 | 239 | 0.01% | — | 705 | +620 | New | Q4 2025 | Feb 17, 2026 |
| MainStreet Investment Advisors LLC | History | New | 619 | 239 | 0.03% | — | 706 | +619 | New | Q4 2025 | Feb 10, 2026 |
| Pacific Center for Financial Services | History | No change | 630 | 238 | 0.06% | 0.06% | 707 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SVB WEALTH LLC | History | Reduced | 615 | 237 | 0.01% | 0.01% | 708 | -81 | -11.64% | Q4 2025 | Feb 04, 2026 |
| LJI Wealth Management, LLC | History | No change | 615 | 237 | 0.04% | 0.04% | 709 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 612 | 236 | 0.01% | 0.01% | 710 | -376 | -38.06% | Q4 2025 | Feb 06, 2026 |
| Granite FO LLC | History | No change | 612 | 236 | 0.13% | 0.13% | 711 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Partners in Financial Planning | History | No change | 611 | 236 | 0.04% | 0.04% | 712 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Vigilare Wealth Management | History | Reduced | 607 | 234 | 0.08% | 2.82% | 713 | -20,874 | -97.17% | Q4 2025 | Jan 07, 2026 |
| Golden State Equity Partners | History | New | 603 | 233 | 0.04% | — | 715 | +603 | New | Q4 2025 | Jan 29, 2026 |
| ICONIQ Capital, LLC | History | No change | 603 | 233 | 0.0% | 0.0% | 714 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CFO4Life Group, LLC | History | Reduced | 600 | 232 | 0.03% | 0.03% | 716 | -15 | -2.44% | Q4 2025 | Feb 06, 2026 |
| CRA Financial Services, LLC | History | No change | 600 | 232 | 0.03% | 0.03% | 717 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Stone Wealth Partners | History | New | 596 | 230 | 0.2% | — | 718 | +596 | New | Q4 2025 | Feb 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 593 | 229 | 0.01% | 0.01% | 719 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| First Command Advisory Services, Inc. | History | No change | 588 | 227 | 0.0% | 0.0% | 720 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Newton One Investments LLC | History | Added to | 586 | 226 | 0.07% | 0.07% | 721 | +1 | 0.17% | Q4 2025 | Jan 23, 2026 |
| Wayfinding Financial, LLC | History | No change | 584 | 225 | 0.1% | 0.1% | 722 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LONDON CO OF VIRGINIA | History | Added to | 580 | 224 | 0.0% | 0.0% | 723 | +473 | 442.06% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | No change | 581 | 224 | 0.0% | 0.0% | 724 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | New | 578 | 223 | 0.0% | — | 725 | +578 | New | Q4 2025 | Feb 06, 2026 |
| SB Capital Management Inc | History | New | 578 | 223 | 0.08% | — | 726 | +578 | New | Q4 2025 | Feb 20, 2026 |
| Strategic Advocates LLC | History | No change | 574 | 223 | 0.06% | 0.06% | 727 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EARNEST PARTNERS LLC | History | New | 576 | 222 | 0.0% | — | 728 | +576 | New | Q4 2025 | Feb 12, 2026 |
| StoneX Group Inc. | History | Reduced | 567 | 220 | 0.01% | 0.01% | 729 | -215 | -27.49% | Q4 2025 | Feb 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 568 | 219 | 0.0% | 0.0% | 731 | +6 | 1.07% | Q4 2025 | Feb 02, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 568 | 219 | 0.01% | 0.01% | 730 | +1 | 0.18% | Q4 2025 | Jan 23, 2026 |
| BURNEY CO/ | History | No change | 566 | 218 | 0.01% | 0.01% | 732 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 561 | 217 | 0.01% | 0.02% | 733 | -40 | -6.66% | Q4 2025 | Feb 06, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 563 | 217 | 0.03% | 0.03% | 735 | +1 | 0.18% | Q4 2025 | Jan 15, 2026 |
| Passive Capital Management, LLC. | History | No change | 561 | 217 | 0.07% | 0.07% | 734 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 560 | 216 | 0.19% | — | 737 | +560 | New | Q4 2025 | Feb 10, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 559 | 216 | 0.13% | 0.14% | 736 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| DV Trading LLC | History | New | 556 | 215 | 0.01% | — | 739 | +556 | New | Q4 2025 | Feb 17, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 558 | 215 | 0.01% | 0.01% | 738 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 555 | 214 | 0.01% | 0.02% | 740 | -99 | -15.14% | Q4 2025 | Feb 20, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 555 | 214 | 0.02% | 0.02% | 741 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Austin Wealth Management, LLC | History | No change | 548 | 214 | 0.03% | 0.03% | 742 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BetterWealth, LLC | History | No change | 551 | 213 | 0.05% | 0.05% | 743 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 550 | 212 | 0.02% | — | 747 | +550 | New | Q4 2025 | Feb 11, 2026 |
| Allegheny Financial Group | History | Added to | 548 | 212 | 0.03% | 0.04% | 745 | +1 | 0.18% | Q4 2025 | Feb 02, 2026 |
| MCF Advisors LLC | History | No change | 550 | 212 | 0.01% | 0.01% | 744 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kearns & Associates LLC | History | No change | 549 | 212 | 0.11% | 0.11% | 746 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 547 | 211 | 0.04% | 0.06% | 748 | -22 | -3.87% | Q4 2025 | Feb 02, 2026 |
| American Financial Advisors, LLC | History | Added to | 544 | 210 | 0.03% | 0.03% | 750 | +1 | 0.18% | Q4 2025 | Feb 03, 2026 |
| Cadence Bank | History | No change | 545 | 210 | 0.01% | 0.01% | 749 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 545 | 210 | 0.02% | 0.02% | 751 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Harfst & Associates, Inc. | History | Reduced | 536 | 207 | 0.04% | 0.04% | 752 | -25 | -4.46% | Q4 2025 | Feb 10, 2026 |
| Campion Asset Management | History | Reduced | 535 | 206 | 0.14% | 0.16% | 753 | -52 | -8.86% | Q4 2025 | Feb 17, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 530 | 205 | 0.02% | 0.02% | 754 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| WealthShield Partners, LLC | History | No change | 532 | 205 | 0.02% | 0.02% | 755 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 520 | 204 | 0.01% | 0.01% | 756 | -46 | -8.13% | Q4 2025 | Jan 23, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | New | 525 | 203 | 0.01% | — | 757 | +525 | New | Q4 2025 | Jan 13, 2026 |
| Lanham O'Dell & Company, Inc. | History | New | 525 | 203 | 0.06% | — | 758 | +525 | New | Q4 2025 | Jan 12, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 527 | 203 | 0.07% | 0.08% | 759 | -13 | -2.41% | Q4 2025 | Feb 06, 2026 |
| Shepherd Financial Partners LLC | History | New | 524 | 202 | 0.02% | — | 760 | +524 | New | Q4 2025 | Feb 10, 2026 |
| Peak Retirement Planning, Inc. | History | New | 524 | 202 | 0.05% | — | 761 | +524 | New | Q4 2025 | Feb 10, 2026 |
| GSG Advisors LLC | History | New | 517 | 200 | 0.05% | — | 762 | +517 | New | Q4 2025 | Jan 08, 2026 |
| Security National Bank | History | No change | 509 | 196 | 0.03% | 0.03% | 763 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 504 | 194 | 0.04% | 0.1% | 764 | -811 | -61.67% | Q4 2025 | Feb 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 504 | 194 | 0.01% | 0.01% | 765 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 496 | 191 | 0.01% | 0.01% | 766 | +1 | 0.2% | Q4 2025 | Feb 05, 2026 |
| Estate Planners Group, LLC | History | New | 488 | 188 | 0.08% | — | 768 | +488 | New | Q4 2025 | Apr 07, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 487 | 188 | 0.06% | 0.06% | 767 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Reduced | 485 | 187 | 0.01% | 0.02% | 769 | -472 | -49.32% | Q4 2025 | Feb 10, 2026 |
| UNION SAVINGS BANK | History | New | 472 | 182 | 0.08% | — | 771 | +472 | New | Q4 2025 | Mar 06, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 473 | 182 | 0.01% | 0.01% | 770 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SIGNATUREFD, LLC | History | No change | 446 | 172 | 0.0% | 0.0% | 772 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Addison Advisors LLC | History | No change | 443 | 171 | 0.04% | 0.04% | 773 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 435 | 168 | 0.03% | 0.03% | 774 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Key FInancial Inc | History | Reduced | 425 | 164 | 0.03% | 0.03% | 775 | -13 | -2.97% | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | No change | 422 | 163 | 0.01% | 0.01% | 776 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 405 | 156 | 0.03% | 0.03% | 777 | +1 | 0.25% | Q4 2025 | Feb 11, 2026 |
| TSFG, LLC | History | No change | 400 | 155 | 0.02% | 0.02% | 778 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Realta Investment Advisors | History | Added to | 395 | 152 | 0.05% | 0.03% | 780 | +195 | 97.5% | Q4 2025 | Jan 20, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 395 | 152 | 0.01% | 0.01% | 779 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SageView Advisory Group, LLC | History | New | 391 | 151 | 0.01% | — | 782 | +391 | New | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 391 | 151 | 0.0% | 0.0% | 781 | +109 | 38.65% | Q4 2025 | Feb 09, 2026 |
| Blue Trust, Inc. | History | Added to | 387 | 149 | 0.0% | 0.0% | 783 | +62 | 19.08% | Q4 2025 | Jan 16, 2026 |
| Operose Advisors LLC | History | No change | 378 | 146 | 0.03% | 0.04% | 784 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 377 | 145 | 0.02% | 0.99% | 785 | -15,180 | -97.58% | Q4 2025 | Jan 21, 2026 |
| TFC Financial Management, Inc. | History | No change | 375 | 145 | 0.02% | 0.02% | 786 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Kilter Group LLC | History | No change | 370 | 143 | 0.06% | 0.07% | 787 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 369 | 142 | 0.0% | 0.0% | 788 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 353 | 136 | 0.0% | 0.0% | 789 | +345 | 4312.5% | Q4 2025 | Feb 05, 2026 |
| Golden State Wealth Management, LLC | History | No change | 345 | 133 | 0.01% | 0.01% | 790 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Abound Wealth Management | History | Reduced | 305 | 117 | 0.03% | 0.03% | 791 | -38 | -11.08% | Q4 2025 | Jan 12, 2026 |
| Front Row Advisors LLC | History | No change | 300 | 116 | 0.04% | 0.04% | 792 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NWK Group, Inc. | History | No change | 293 | 113 | 0.04% | 0.04% | 793 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SHP Wealth Management | History | New | 291 | 112 | 0.01% | — | 794 | +291 | New | Q4 2025 | Mar 04, 2026 |
| one8zero8, LLC | History | No change | 290 | 112 | 0.02% | 0.02% | 795 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | No change | 285 | 110 | 0.02% | 0.02% | 796 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 275 | 106 | 0.02% | 0.02% | 797 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Concord Wealth Partners | History | Added to | 262 | 101 | 0.01% | 0.01% | 798 | +1 | 0.38% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 261 | 100 | 0.01% | — | 800 | +261 | New | Q4 2025 | Feb 13, 2026 |
| HOWE & RUSLING INC | History | No change | 259 | 100 | 0.01% | 0.01% | 799 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |