iSHARES TRUST - MUB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 14 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Showing first 800 of
1,700 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 37,349,821 | 4,000,539 | 0.29% | 0.24% | 1 | +3,779,406 | 11.26% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 22,297,884 | 2,388,326 | 0.12% | 0.12% | 2 | +132,458 | 0.6% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Added to | 18,990,218 | 2,034,042 | 3.88% | 3.65% | 3 | +1,646,689 | 9.49% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 14,182,545 | 1,519,092 | 0.45% | 0.44% | 4 | -95,564 | -0.67% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Added to | 13,555,369 | 1,451,915 | 1.04% | 1.07% | 5 | +364,157 | 2.76% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 11,099,309 | 1,188,846 | 0.32% | 0.32% | 6 | +632,378 | 6.04% | Q4 2025 | Feb 11, 2026 |
| Fisher Asset Management, LLC | History | Added to | 10,713,817 | 1,147,556 | 0.39% | 0.37% | 7 | +988,044 | 10.16% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 9,936,446 | 1,064,292 | 0.19% | 0.2% | 8 | -51,034 | -0.51% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 8,576,961 | 918,678 | 0.05% | 0.05% | 9 | +486,129 | 6.01% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,549,244 | 915,709 | 1.4% | 1.34% | 10 | +1,037,682 | 13.81% | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,431,113 | 903,056 | 0.57% | 0.58% | 11 | +328,494 | 4.05% | Q4 2025 | Feb 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 7,336,158 | 785,775 | 0.43% | 0.47% | 12 | +78,489 | 1.08% | Q4 2025 | Feb 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 7,089,365 | 759,341 | 0.13% | 0.13% | 13 | +191,862 | 2.78% | Q4 2025 | Feb 10, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 5,733,941 | 614,162 | 1.47% | 1.43% | 14 | +204,696 | 3.7% | Q4 2025 | Feb 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 5,268,267 | 564,284 | 0.56% | 0.54% | 15 | +576,228 | 12.28% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,229,521 | 560,138 | 0.66% | 0.67% | 16 | -66,020 | -1.25% | Q4 2025 | Jan 30, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 4,900,255 | 524,866 | 1.17% | 1.26% | 17 | -138,765 | -2.75% | Q4 2025 | Jan 30, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,691,873 | 502,546 | 0.03% | 0.03% | 18 | +115,176 | 2.52% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Added to | 3,067,392 | 328,548 | 0.67% | 0.66% | 19 | +164,057 | 5.65% | Q4 2025 | Jan 23, 2026 |
| ALLSTATE CORP | History | Added to | 3,016,409 | 323,087 | 4.41% | 2.68% | 20 | +1,912,851 | 173.33% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,923,992 | 313,188 | 0.04% | 0.04% | 21 | +48,899 | 1.7% | Q4 2025 | Mar 25, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,861,748 | 306,521 | 0.41% | 0.39% | 22 | +13,256 | 0.47% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 2,794,564 | 299,325 | 0.33% | 0.32% | 23 | +183,706 | 7.04% | Q4 2025 | Feb 17, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 2,615,919 | 280,191 | 6.18% | 6.24% | 24 | +46,681 | 1.82% | Q4 2025 | Jan 07, 2026 |
| UBS Group AG | History | Reduced | 2,445,652 | 261,953 | 0.04% | 0.04% | 25 | -21,282 | -0.86% | Q4 2025 | Jan 29, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 2,366,971 | 253,526 | 2.77% | 2.9% | 26 | -28,440 | -1.19% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,272,610 | 243,419 | 0.15% | 0.15% | 27 | +201,241 | 9.72% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,222,277 | 238,027 | 0.05% | 0.05% | 28 | +270,561 | 13.86% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Reduced | 2,200,000 | 235,642 | 0.06% | 0.05% | 29 | -76,734 | -3.37% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 2,048,932 | 219,461 | 0.26% | 0.26% | 30 | +170,903 | 9.1% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 2,028,701 | 217,294 | 0.53% | 0.49% | 31 | +294,517 | 16.98% | Q4 2025 | Feb 13, 2026 |
| LMR Partners LLP | History | Added to | 1,838,200 | 196,889 | 0.37% | 0.38% | 32 | +1,038,200 | 129.78% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,789,329 | 191,655 | 0.06% | 0.08% | 33 | -502,220 | -21.92% | Q4 2025 | Feb 18, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 1,766,391 | 189,198 | 1.06% | 1.1% | 34 | +61,611 | 3.61% | Q4 2025 | Feb 03, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 1,753,361 | 187,802 | 0.66% | 0.65% | 35 | +94,954 | 5.73% | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,752,430 | 187,702 | 0.21% | 0.21% | 36 | -2,026 | -0.12% | Q4 2025 | Feb 06, 2026 |
| Facet Wealth, Inc. | History | Added to | 1,570,665 | 169,333 | 3.0% | 2.82% | 37 | +290,546 | 22.7% | Q4 2025 | Jan 29, 2026 |
| One Capital Management, LLC | History | Added to | 1,499,828 | 160,646 | 4.85% | 4.67% | 38 | +126,480 | 9.21% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,287,927 | 137,950 | 0.02% | — | 39 | +1,287,927 | New | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,217,656 | 130,423 | 0.25% | 0.26% | 40 | +13,646 | 1.13% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 1,198,803 | 128,124 | 0.15% | 0.18% | 41 | +159,091 | 15.3% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 1,173,907 | 125,737 | 0.06% | 0.06% | 42 | -101,537 | -7.96% | Q4 2025 | Feb 13, 2026 |
| Choate Investment Advisors | History | Reduced | 1,165,513 | 124,838 | 2.45% | 2.69% | 43 | -56,965 | -4.66% | Q4 2025 | Feb 09, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,163,532 | 124,625 | 1.9% | 1.97% | 44 | -12,249 | -1.04% | Q4 2025 | Jan 20, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,032,132 | 110,551 | 0.02% | 0.04% | 45 | -1,208,097 | -53.93% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 999,229 | 107,048 | 0.16% | 0.15% | 46 | +131,404 | 15.14% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 954,626 | 102,249 | 0.14% | 0.13% | 47 | +63,937 | 7.18% | Q4 2025 | Feb 02, 2026 |
| Corient Private Wealth LLC | History | Added to | 847,950 | 90,823 | 0.12% | 0.13% | 48 | +59,102 | 7.49% | Q4 2025 | Mar 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 845,747 | 90,597 | 0.13% | 0.15% | 49 | -170,291 | -16.76% | Q4 2025 | Feb 17, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 836,123 | 89,557 | 4.92% | 5.21% | 50 | -29,162 | -3.37% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 821,289 | 88,222 | 0.12% | 0.13% | 51 | +30,066 | 3.8% | Q4 2025 | Jan 08, 2026 |
| EP Wealth Advisors, LLC | History | New | 784,953 | 84,076 | 0.44% | — | 52 | +784,953 | New | Q4 2025 | Feb 18, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 778,177 | 83,350 | 0.61% | 0.58% | 53 | +77,597 | 11.08% | Q4 2025 | Feb 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 773,469 | 82,846 | 0.81% | 0.82% | 54 | +26,063 | 3.49% | Q4 2025 | Feb 13, 2026 |
| Balentine LLC | History | Reduced | 708,272 | 75,862 | 2.88% | 3.13% | 55 | -88,474 | -11.1% | Q4 2025 | Feb 02, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 702,947 | 75,292 | 4.15% | 4.35% | 56 | +36,449 | 5.47% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 687,924 | 73,684 | 0.2% | 0.21% | 57 | +47,823 | 7.47% | Q4 2025 | Jan 26, 2026 |
| BESSEMER GROUP INC | History | Added to | 687,254 | 73,613 | 0.11% | 0.09% | 58 | +134,713 | 24.38% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 649,211 | 69,537 | 0.13% | 0.13% | 59 | +18,614 | 2.95% | Q4 2025 | Mar 16, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 644,467 | 69,028 | 0.84% | 0.78% | 60 | +57,329 | 9.76% | Q4 2025 | Jan 21, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 633,779 | 67,884 | 0.48% | 0.53% | 61 | +46,833 | 7.98% | Q4 2025 | Feb 18, 2026 |
| SOFI WEALTH, LLC | History | Added to | 631,789 | 67,670 | 3.37% | 3.31% | 62 | +54,010 | 9.35% | Q4 2025 | Jan 30, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 630,882 | 67,573 | 1.28% | 1.34% | 63 | -1,845 | -0.29% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 618,998 | 66,300 | 0.06% | 0.06% | 64 | +14,954 | 2.48% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 609,110 | 65,241 | 0.52% | 0.54% | 65 | -363,494 | -37.37% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 607,800 | 65,101 | 0.15% | 0.15% | 66 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 599,668 | 64,230 | 0.12% | 0.12% | 67 | +6,061 | 1.02% | Q4 2025 | Feb 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 587,593 | 62,937 | 0.38% | 0.43% | 68 | +19,643 | 3.46% | Q4 2025 | Feb 17, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 582,008 | 62,338 | 0.94% | 1.02% | 69 | -22,107 | -3.66% | Q4 2025 | Jan 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 572,680 | 61,339 | 0.02% | 0.02% | 70 | +88,936 | 18.38% | Q4 2025 | Feb 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 544,186 | 58,287 | 0.75% | 0.77% | 71 | +7,516 | 1.4% | Q4 2025 | Feb 09, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 535,338 | 57,340 | 0.96% | 0.89% | 72 | +44,439 | 9.05% | Q4 2025 | Feb 03, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 533,437 | 57,136 | 1.12% | 1.04% | 73 | +66,538 | 14.25% | Q4 2025 | Jan 14, 2026 |
| Parcion Private Wealth LLC | History | Added to | 507,509 | 54,359 | 3.31% | 3.3% | 74 | +10,413 | 2.09% | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 503,080 | 53,884 | 0.3% | 0.24% | 75 | +126,682 | 33.66% | Q4 2025 | Feb 11, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 502,707 | 53,844 | 1.51% | 1.4% | 76 | +43,895 | 9.57% | Q4 2025 | Feb 05, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 500,483 | 53,606 | 0.7% | 0.66% | 77 | +17,116 | 3.54% | Q4 2025 | Feb 03, 2026 |
| Foster Group, Inc. | History | Added to | 491,509 | 52,645 | 1.59% | 1.48% | 78 | +49,650 | 11.24% | Q4 2025 | Jan 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 476,523 | 51,040 | 0.55% | 0.73% | 79 | +22,475 | 4.95% | Q4 2025 | Jan 23, 2026 |
| Kestra Investment Management, LLC | History | Added to | 473,402 | 50,706 | 1.24% | 1.26% | 80 | +32,677 | 7.41% | Q4 2025 | Feb 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 469,688 | 50,308 | 0.02% | 0.02% | 81 | -2,147 | -0.46% | Q4 2025 | Feb 17, 2026 |
| Wedmont Private Capital | History | Reduced | 465,572 | 50,118 | 1.74% | 1.97% | 82 | -31,676 | -6.37% | Q4 2025 | Jan 08, 2026 |
| Arkos Global Advisors | History | Reduced | 467,492 | 50,073 | 6.4% | 6.61% | 83 | -20,194 | -4.14% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 458,587 | 49,119 | 0.01% | 0.02% | 84 | -117,443 | -20.39% | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 451,925 | 48,405 | 0.33% | 0.33% | 85 | +27,396 | 6.45% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 449,804 | 48,178 | 0.28% | 0.27% | 86 | +52,137 | 13.11% | Q4 2025 | Jan 26, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 445,174 | 47,682 | 0.47% | 0.54% | 87 | +67,269 | 17.8% | Q4 2025 | Feb 10, 2026 |
| Nuveen, LLC | History | Added to | 440,594 | 47,192 | 0.01% | 0.0% | 88 | +392,681 | 819.57% | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 438,491 | 46,966 | 0.01% | — | 89 | +438,491 | New | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 432,878 | 46,365 | 0.01% | 0.01% | 90 | -510,423 | -54.11% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 424,154 | 45,431 | 0.19% | — | 91 | +424,154 | New | Q4 2025 | Feb 05, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 422,852 | 45,291 | 3.65% | 3.47% | 92 | +30,817 | 7.86% | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | Added to | 407,499 | 43,647 | 0.17% | 0.16% | 93 | +8,216 | 2.06% | Q4 2025 | Jan 29, 2026 |
| Ascent Group, LLC | History | Added to | 403,461 | 43,214 | 1.48% | 1.41% | 94 | +29,458 | 7.88% | Q4 2025 | Jan 20, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 395,869 | 42,401 | 0.02% | 0.0% | 95 | +356,444 | 904.11% | Q4 2025 | Mar 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 381,852 | 40,900 | 2.3% | 2.34% | 96 | +6,175 | 1.64% | Q4 2025 | Jan 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 361,847 | 38,757 | 0.12% | 0.05% | 97 | +243,168 | 204.9% | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 360,674 | 38,629 | 0.07% | 0.07% | 98 | +7,464 | 2.11% | Q4 2025 | Feb 05, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 356,448 | 38,179 | 2.5% | 2.62% | 99 | +6,978 | 2.0% | Q4 2025 | Feb 05, 2026 |
| Lutz Financial Services LLC | History | Added to | 351,298 | 37,627 | 2.56% | 2.61% | 100 | +12,434 | 3.67% | Q4 2025 | Feb 06, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 350,964 | 37,591 | 2.62% | 2.62% | 101 | +11,597 | 3.42% | Q4 2025 | Jan 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 342,236 | 36,657 | 0.1% | 0.09% | 102 | +31,355 | 10.09% | Q4 2025 | Feb 05, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 340,737 | 36,496 | 4.11% | 3.96% | 103 | +27,195 | 8.67% | Q4 2025 | Feb 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 339,913 | 36,408 | 0.2% | 0.2% | 104 | +9,363 | 2.83% | Q4 2025 | Jan 29, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 328,222 | 35,155 | 0.05% | 0.06% | 105 | -27,815 | -7.81% | Q4 2025 | Feb 13, 2026 |
| Liquid Strategies, LLC | History | Added to | 324,592 | 34,767 | 7.57% | 5.76% | 106 | +62,028 | 23.62% | Q4 2025 | Jan 27, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 323,360 | 34,631 | 0.04% | 0.05% | 107 | -101,000 | -23.8% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 316,920 | 33,945 | 0.14% | 0.12% | 108 | +61,498 | 24.08% | Q4 2025 | Feb 13, 2026 |
| Trust Co | History | Added to | 304,517 | 32,616 | 3.06% | 2.9% | 109 | +38,033 | 14.27% | Q4 2025 | Jan 15, 2026 |
| ASPIRIANT, LLC | History | Reduced | 302,809 | 32,433 | 0.93% | 1.1% | 110 | -35,244 | -10.43% | Q4 2025 | Jan 20, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 301,950 | 32,341 | 1.09% | 1.15% | 111 | -11,448 | -3.65% | Q4 2025 | Feb 17, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 300,270 | 32,161 | 6.46% | 6.39% | 112 | +13,616 | 4.75% | Q4 2025 | Feb 11, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 296,324 | 31,739 | 2.37% | 2.51% | 113 | +962 | 0.33% | Q4 2025 | Jan 29, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 294,893 | 31,586 | 3.09% | 3.06% | 114 | +7,163 | 2.49% | Q4 2025 | Jan 29, 2026 |
| COMMERCE BANK | History | Reduced | 292,415 | 31,320 | 0.17% | 0.18% | 115 | -4,236 | -1.43% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Added to | 288,053 | 30,850 | 0.39% | 0.38% | 116 | +13,358 | 4.86% | Q4 2025 | Jan 23, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 285,028 | 30,529 | 0.81% | 0.73% | 117 | +35,490 | 14.22% | Q4 2025 | Jan 22, 2026 |
| Gradient Investments LLC | History | Added to | 278,687 | 29,850 | 0.47% | 0.35% | 118 | +82,682 | 42.18% | Q4 2025 | Jan 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 276,723 | 29,640 | 0.04% | 0.08% | 119 | -231,881 | -45.59% | Q4 2025 | Feb 10, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 272,666 | 29,205 | 0.35% | 0.29% | 120 | -33,014 | -10.8% | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 272,482 | 29,185 | 0.94% | 0.97% | 121 | +73,519 | 36.95% | Q4 2025 | Jan 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 270,389 | 28,961 | 0.14% | 0.13% | 122 | +14,333 | 5.6% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Reduced | 269,700 | 28,887 | 0.09% | 0.1% | 123 | -6,976 | -2.52% | Q4 2025 | Jan 30, 2026 |
| SNS Financial Group, LLC | History | Reduced | 269,208 | 28,834 | 2.48% | 2.51% | 124 | -2,241 | -0.83% | Q4 2025 | Feb 02, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 259,988 | 27,847 | 0.31% | 0.29% | 125 | +31,052 | 13.56% | Q4 2025 | Jan 20, 2026 |
| Dakota Wealth Management | History | Added to | 254,821 | 27,293 | 0.48% | 0.26% | 126 | +133,184 | 109.49% | Q4 2025 | Jan 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 254,305 | 27,238 | 0.57% | 1.69% | 127 | +161,875 | 175.13% | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | Added to | 253,018 | 27,090 | 0.84% | 0.83% | 128 | +9,984 | 4.11% | Q4 2025 | Jan 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 246,911 | 26,446 | 0.16% | 0.15% | 129 | +14,534 | 6.25% | Q4 2025 | Feb 09, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 245,042 | 26,398 | 2.96% | 3.06% | 130 | +1,108 | 0.45% | Q4 2025 | Feb 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 244,854 | 26,226 | 0.48% | 0.45% | 131 | +30,259 | 14.1% | Q4 2025 | Jan 07, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 243,190 | 26,048 | 0.33% | 0.3% | 132 | +26,101 | 12.02% | Q4 2025 | Feb 10, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 242,601 | 25,984 | 0.05% | 0.02% | 133 | +135,000 | 125.46% | Q4 2025 | Feb 17, 2026 |
| SOROS FUND MANAGEMENT LLC | History | No change | 241,400 | 25,856 | 0.3% | 0.37% | 134 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| One Wealth Advisors, LLC | History | Added to | 240,913 | 25,804 | 3.15% | 2.89% | 135 | +25,006 | 11.58% | Q4 2025 | Feb 02, 2026 |
| CX Institutional | History | Added to | 240,338 | 25,743 | 0.77% | 0.76% | 136 | +5,332 | 2.27% | Q4 2025 | Feb 02, 2026 |
| Legacy Edge Advisors, LLC | History | New | 237,517 | 25,440 | 2.78% | — | 137 | +237,517 | New | Q4 2025 | Feb 02, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 237,402 | 25,428 | 1.61% | 1.63% | 138 | -6,044 | -2.48% | Q4 2025 | Feb 05, 2026 |
| WESBANCO BANK INC | History | Added to | 236,433 | 25,324 | 0.7% | 0.67% | 139 | +11,633 | 5.17% | Q4 2025 | Feb 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 232,414 | 24,893 | 0.14% | 0.14% | 140 | +9,942 | 4.47% | Q4 2025 | Feb 12, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 231,054 | 24,748 | 1.71% | 1.66% | 141 | +13,762 | 6.33% | Q4 2025 | Feb 13, 2026 |
| Ledyard National Bank | History | Added to | 229,088 | 24,537 | 2.11% | 2.18% | 142 | +321 | 0.14% | Q4 2025 | Jan 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 228,835 | 24,510 | 0.2% | 0.19% | 143 | +35,213 | 18.19% | Q4 2025 | Jan 26, 2026 |
| MidWestOne Financial Group, Inc. | History | Added to | 227,052 | 24,319 | 2.7% | 0.59% | 144 | +181,123 | 394.35% | Q4 2025 | Feb 12, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 226,477 | 24,257 | 3.09% | 3.03% | 145 | +9,036 | 4.16% | Q4 2025 | Feb 13, 2026 |
| Bear Mountain Capital, Inc. | History | Reduced | 223,423 | 24,069 | 7.77% | 8.98% | 146 | -25,832 | -10.36% | Q4 2025 | Jan 22, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 224,297 | 24,024 | 0.1% | 0.11% | 147 | -12,439 | -5.25% | Q4 2025 | Feb 17, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 221,546 | 23,729 | 0.2% | 0.39% | 148 | -190,153 | -46.19% | Q4 2025 | Feb 05, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 219,281 | 23,487 | 0.49% | 0.61% | 149 | -48,057 | -17.98% | Q4 2025 | Feb 18, 2026 |
| Pathstone Holdings, LLC | History | New | 218,410 | 23,393 | 0.09% | — | 150 | +218,410 | New | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 218,298 | 23,381 | 0.0% | 0.0% | 151 | +165,297 | 311.88% | Q4 2025 | Feb 12, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 218,218 | 23,373 | 1.56% | 1.61% | 152 | -4,902 | -2.2% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 217,952 | 23,349 | 0.68% | — | 153 | +217,952 | New | Q4 2025 | Feb 13, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 217,705 | 23,318 | 0.92% | 0.97% | 154 | -6,959 | -3.1% | Q4 2025 | Jan 14, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 215,345 | 23,114 | 2.04% | 1.91% | 155 | +15,365 | 7.68% | Q4 2025 | Jan 28, 2026 |
| Crewe Advisors LLC | History | Added to | 215,722 | 23,105 | 2.05% | 2.13% | 156 | +6,438 | 3.08% | Q4 2025 | Jan 16, 2026 |
| Modera Wealth Management, LLC | History | Added to | 215,092 | 23,038 | 0.27% | 0.26% | 157 | +7,962 | 3.84% | Q4 2025 | Jan 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 210,915 | 22,591 | 0.39% | 0.46% | 158 | +6,595 | 3.23% | Q4 2025 | Feb 19, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 210,231 | 22,517 | 3.72% | 3.63% | 159 | +7,351 | 3.62% | Q4 2025 | Jan 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 208,937 | 22,379 | 0.05% | 0.05% | 160 | +20,598 | 10.94% | Q4 2025 | Feb 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 203,120 | 21,756 | 0.01% | 0.0% | 161 | +139,164 | 217.59% | Q4 2025 | Feb 10, 2026 |
| Slow Capital, Inc. | History | Added to | 202,919 | 21,734 | 2.6% | 2.31% | 162 | +17,960 | 9.71% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 197,425 | 21,146 | 0.08% | 0.1% | 163 | -8,334 | -4.05% | Q4 2025 | Feb 18, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 196,934 | 21,093 | 6.52% | 4.15% | 164 | +133,182 | 208.91% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | Added to | 196,356 | 21,031 | 0.34% | 0.36% | 165 | +32,340 | 19.72% | Q4 2025 | Mar 12, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 195,096 | 20,896 | 2.92% | 2.87% | 166 | +11,508 | 6.27% | Q4 2025 | Jan 06, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 194,627 | 20,846 | 0.54% | 0.52% | 167 | +15,720 | 8.79% | Q4 2025 | Jan 28, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 194,448 | 20,827 | 0.37% | 0.41% | 168 | +7,830 | 4.2% | Q4 2025 | Jan 16, 2026 |
| Waterway Wealth Management, LLC | History | Reduced | 192,238 | 20,590 | 4.66% | 5.06% | 169 | -6,808 | -3.42% | Q4 2025 | Feb 17, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 191,279 | 20,487 | 1.13% | 1.1% | 170 | +14,503 | 8.2% | Q4 2025 | Jan 29, 2026 |
| Cardinal Strategic Wealth Guidance | History | Reduced | 182,339 | 19,530 | 5.1% | 5.98% | 171 | -26,567 | -12.72% | Q4 2025 | Jan 27, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 181,345 | 19,480 | 0.78% | 0.81% | 172 | +4,372 | 2.47% | Q4 2025 | Jan 09, 2026 |
| Apella Capital, LLC | History | Added to | 181,727 | 19,464 | 0.38% | 0.4% | 173 | +12,375 | 7.31% | Q4 2025 | Jan 21, 2026 |
| Charles Schwab Trust Co | History | Reduced | 180,497 | 19,333 | 1.27% | 1.31% | 174 | -101 | -0.06% | Q4 2025 | Jan 09, 2026 |
| REGIONS FINANCIAL CORP | History | New | 178,770 | 19,148 | 0.12% | — | 175 | +178,770 | New | Q4 2025 | Jan 27, 2026 |
| GAMMA Investing LLC | History | Added to | 178,633 | 19,133 | 0.96% | 0.82% | 176 | +39,803 | 28.67% | Q4 2025 | Jan 05, 2026 |
| VICUS CAPITAL | History | Added to | 176,491 | 18,903 | 1.42% | 1.41% | 177 | +3,622 | 2.1% | Q4 2025 | Jan 22, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 175,044 | 18,749 | 2.29% | 2.42% | 178 | -14,193 | -7.5% | Q4 2025 | Jan 27, 2026 |
| Stairway Partners, LLC | History | Added to | 173,172 | 18,548 | 0.96% | 0.85% | 179 | +22,959 | 15.28% | Q4 2025 | Jan 05, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 172,905 | 18,519 | 2.55% | 2.93% | 180 | -27,190 | -13.59% | Q4 2025 | Feb 13, 2026 |
| Integrated Advisors Network LLC | History | Added to | 172,613 | 18,488 | 0.82% | 0.73% | 181 | +9,103 | 5.57% | Q4 2025 | Feb 17, 2026 |
| Vise Technologies, Inc. | History | Added to | 171,813 | 18,402 | 0.36% | 0.46% | 182 | +54,947 | 47.02% | Q4 2025 | Feb 11, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 171,231 | 18,340 | 4.99% | 4.7% | 183 | +17,341 | 11.27% | Q4 2025 | Jan 28, 2026 |
| Symmetry Partners, LLC | History | Reduced | 168,489 | 18,046 | 1.07% | 1.96% | 184 | -853 | -0.5% | Q4 2025 | Jan 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 167,945 | 17,988 | 0.24% | 0.38% | 185 | -19,820 | -10.56% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 167,346 | 17,924 | 0.25% | 0.18% | 186 | +49,629 | 42.16% | Q4 2025 | Feb 17, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 166,512 | 17,835 | 0.53% | 0.43% | 187 | +34,795 | 26.42% | Q4 2025 | Jan 23, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 163,917 | 17,557 | 3.37% | 3.08% | 188 | +26,721 | 19.48% | Q4 2025 | Jan 27, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 157,314 | 16,849 | 4.43% | 4.09% | 189 | +20,564 | 15.04% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 157,052 | 16,821 | 0.12% | 0.12% | 190 | +3,014 | 1.96% | Q4 2025 | Feb 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 156,091 | 16,718 | 0.24% | 0.29% | 191 | -23,302 | -12.99% | Q4 2025 | Feb 02, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Added to | 155,979 | 16,706 | 1.25% | 1.13% | 192 | +12,000 | 8.33% | Q4 2025 | Feb 13, 2026 |
| SCS Capital Management LLC | History | Reduced | 154,146 | 16,510 | 0.17% | 0.18% | 193 | -2,482 | -1.58% | Q4 2025 | Feb 10, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 153,000 | 16,387 | 1.08% | 1.01% | 194 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ESG Planning DBA Harper Investing | History | Added to | 152,311 | 16,313 | 7.02% | 6.65% | 195 | +21,194 | 16.16% | Q4 2025 | Feb 04, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 151,489 | 16,226 | 3.67% | 3.66% | 196 | +13,499 | 9.78% | Q4 2025 | Feb 17, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Reduced | 150,760 | 16,147 | 10.88% | 11.84% | 197 | -1,271 | -0.84% | Q4 2025 | Feb 17, 2026 |
| Black Diamond Financial, LLC | History | Added to | 149,628 | 16,026 | 1.69% | 1.78% | 198 | +474 | 0.32% | Q4 2025 | Feb 03, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 149,027 | 15,962 | 1.56% | 0.3% | 199 | +121,720 | 445.75% | Q4 2025 | Feb 13, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 148,750 | 15,932 | 1.87% | 1.82% | 200 | +6,555 | 4.61% | Q4 2025 | Jan 20, 2026 |
| North Star Investment Management Corp. | History | Added to | 147,833 | 15,834 | 0.99% | 1.01% | 201 | +25 | 0.02% | Q4 2025 | Jan 30, 2026 |
| RMR Wealth Builders | History | Reduced | 144,051 | 15,429 | 1.23% | 1.62% | 202 | -37,989 | -20.87% | Q4 2025 | Jan 29, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 141,803 | 15,188 | 0.6% | 0.65% | 203 | -1,473 | -1.03% | Q4 2025 | Jan 14, 2026 |
| May Hill Capital, LLC | History | Added to | 141,122 | 15,115 | 1.98% | 2.14% | 204 | +72,648 | 106.1% | Q4 2025 | Feb 05, 2026 |
| Brookstone Capital Management | History | Added to | 140,193 | 15,016 | 0.17% | 0.17% | 205 | +9,530 | 7.29% | Q4 2025 | Jan 15, 2026 |
| Brooklyn FI, LLC | History | Reduced | 139,564 | 14,948 | 3.2% | 3.32% | 206 | -3 | -0.0% | Q4 2025 | Jan 21, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Reduced | 138,722 | 14,858 | 1.27% | 1.31% | 207 | -131 | -0.09% | Q4 2025 | Feb 17, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 138,534 | 14,838 | 3.04% | 2.89% | 208 | +9,910 | 7.7% | Q4 2025 | Feb 02, 2026 |
| Waterloo Capital, L.P. | History | Added to | 138,385 | 14,822 | 1.07% | 1.07% | 209 | +2,844 | 2.1% | Q4 2025 | Feb 10, 2026 |
| Lido Advisors, LLC | History | Reduced | 138,638 | 14,797 | 0.04% | 0.05% | 210 | -1,755 | -1.25% | Q4 2025 | Feb 10, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 137,139 | 14,688 | 0.78% | 0.82% | 211 | -304 | -0.22% | Q4 2025 | Feb 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 136,089 | 14,576 | 0.2% | 0.19% | 212 | +7,704 | 6.0% | Q4 2025 | Jan 30, 2026 |
| First Financial Bank - Trust Division | History | Added to | 135,135 | 14,474 | 1.19% | 1.17% | 213 | +6,577 | 5.12% | Q4 2025 | Jan 02, 2026 |
| Towercrest Capital Management | History | Added to | 134,296 | 14,384 | 2.27% | 2.22% | 214 | +4,594 | 3.54% | Q4 2025 | Jan 21, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 134,078 | 14,361 | 1.2% | 1.38% | 215 | -18,139 | -11.92% | Q4 2025 | Feb 09, 2026 |
| AMG National Trust Bank | History | Reduced | 133,167 | 14,263 | 0.34% | 0.5% | 216 | -61,504 | -31.59% | Q4 2025 | Jan 30, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | Reduced | 131,357 | 14,069 | 2.98% | 2.61% | 217 | -16,479 | -11.15% | Q4 2025 | Feb 17, 2026 |
| Alley Investment Management Company, LLC | History | Added to | 131,111 | 14,043 | 1.64% | 1.62% | 218 | +127 | 0.1% | Q4 2025 | Jan 27, 2026 |
| Elm Partners Management LLC | History | Added to | 130,108 | 13,935 | 0.63% | 0.27% | 219 | +79,956 | 159.43% | Q4 2025 | Feb 10, 2026 |
| PDS Planning, Inc | History | Added to | 130,034 | 13,927 | 0.93% | 0.77% | 220 | +24,985 | 23.78% | Q4 2025 | Jan 26, 2026 |
| Single Point Partners, LLC | History | Added to | 129,531 | 13,874 | 2.74% | 2.66% | 221 | +6,683 | 5.44% | Q4 2025 | Jan 26, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 128,850 | 13,801 | 0.02% | 0.04% | 222 | -156,250 | -54.81% | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 128,303 | 13,742 | 0.02% | 0.02% | 223 | +2,383 | 1.89% | Q4 2025 | Feb 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 128,103 | 13,721 | 0.36% | 0.38% | 224 | +10,037 | 8.5% | Q4 2025 | Feb 02, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 126,376 | 13,536 | 0.26% | 0.22% | 225 | +25,500 | 25.28% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 125,314 | 13,422 | 0.07% | 0.08% | 226 | +6,710 | 5.66% | Q4 2025 | Feb 17, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 124,634 | 13,349 | 1.11% | 1.25% | 227 | -8,236 | -6.2% | Q4 2025 | Feb 09, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 124,442 | 13,328 | 0.22% | — | 228 | +124,442 | New | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 124,276 | 13,311 | 0.4% | 0.43% | 229 | -13,942 | -10.09% | Q4 2025 | Feb 11, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 123,713 | 13,250 | 2.51% | 3.45% | 230 | -50,564 | -29.01% | Q4 2025 | Jan 21, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 123,212 | 13,197 | 0.01% | 0.01% | 231 | +35,202 | 40.0% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 121,369 | 12,999 | 0.16% | 0.17% | 232 | +828 | 0.69% | Q4 2025 | Feb 09, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 119,840 | 12,836 | 0.04% | 0.04% | 233 | +19,310 | 19.21% | Q4 2025 | Jan 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 117,485 | 12,583 | 0.1% | 0.13% | 234 | -7,168 | -5.75% | Q4 2025 | Feb 17, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 117,216 | 12,555 | 11.7% | 11.48% | 235 | +1,682 | 1.46% | Q4 2025 | Jan 16, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 116,477 | 12,497 | 0.02% | 0.0% | 236 | +92,556 | 386.92% | Q4 2025 | Jan 15, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 116,095 | 12,434 | 4.13% | 4.48% | 237 | -2,206 | -1.86% | Q4 2025 | Jan 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 115,172 | 12,336 | 0.15% | 0.16% | 238 | +1,603 | 1.41% | Q4 2025 | Jan 29, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 112,596 | 12,060 | 0.0% | 0.0% | 239 | -3,439 | -2.96% | Q4 2025 | Feb 11, 2026 |
| Veery Capital, LLC | History | Added to | 112,489 | 12,048 | 3.7% | 3.66% | 240 | +3,509 | 3.22% | Q4 2025 | Jan 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 112,409 | 12,040 | 0.04% | 0.04% | 241 | +7,355 | 7.0% | Q4 2025 | Feb 02, 2026 |
| Skyline Advisors, Inc. | History | Added to | 112,348 | 12,033 | 4.02% | 4.01% | 242 | +3,022 | 2.76% | Q4 2025 | Jan 12, 2026 |
| Horiko Capital Management LLC | History | Reduced | 111,900 | 11,985 | 2.64% | 3.01% | 243 | -7,300 | -6.12% | Q4 2025 | Feb 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 111,352 | 11,926 | 0.74% | 0.72% | 244 | -1,149 | -1.02% | Q4 2025 | Jan 21, 2026 |
| Ellevest, Inc. | History | Added to | 110,702 | 11,857 | 1.64% | 1.64% | 245 | +3,099 | 2.88% | Q4 2025 | Feb 10, 2026 |
| Hirtle Callaghan & Co LLC | History | Added to | 109,970 | 11,778 | 0.4% | 0.23% | 246 | +49,491 | 81.83% | Q4 2025 | Feb 04, 2026 |
| AlTi Global, Inc. | History | Reduced | 109,490 | 11,727 | 0.25% | 0.35% | 247 | -30,722 | -21.91% | Q4 2025 | Feb 13, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 108,689 | 11,641 | 2.1% | 2.12% | 248 | +3,012 | 2.85% | Q4 2025 | Jan 14, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 108,465 | 11,617 | 2.9% | 2.84% | 249 | +4,726 | 4.56% | Q4 2025 | Jan 02, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 108,122 | 11,580 | 0.5% | 0.44% | 250 | +15,576 | 16.83% | Q4 2025 | Feb 12, 2026 |
| Diversified Enterprises, LLC | History | Added to | 107,220 | 11,484 | 0.68% | 0.66% | 251 | +15,221 | 16.54% | Q4 2025 | Jan 28, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 105,464 | 11,296 | 2.94% | 2.79% | 252 | -805 | -0.76% | Q4 2025 | Jan 07, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 104,899 | 11,235 | 1.78% | 1.79% | 253 | +9,160 | 9.57% | Q4 2025 | Jan 23, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 104,395 | 11,181 | 0.13% | 0.12% | 254 | +5,030 | 5.06% | Q4 2025 | Feb 13, 2026 |
| Apeiron RIA LLC | History | Reduced | 102,961 | 11,054 | 2.24% | 2.51% | 255 | -1,576 | -1.51% | Q4 2025 | Feb 03, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 101,120 | 10,830 | 0.33% | 0.27% | 256 | +12,458 | 14.05% | Q4 2025 | Jan 13, 2026 |
| Martel Wealth Advisors Inc | History | Added to | 100,952 | 10,812 | 1.85% | 1.84% | 257 | +2,296 | 2.33% | Q4 2025 | Jan 21, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 99,281 | 10,677 | 0.72% | 0.8% | 258 | +2,947 | 3.06% | Q4 2025 | Feb 13, 2026 |
| BSW Wealth Partners | History | Added to | 99,354 | 10,641 | 1.28% | 0.92% | 259 | +30,239 | 43.75% | Q4 2025 | Jan 23, 2026 |
| Atria Investments, Inc | History | Added to | 99,125 | 10,617 | 0.12% | 0.1% | 260 | +17,814 | 21.91% | Q4 2025 | Feb 05, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 98,759 | 10,578 | 1.05% | 0.77% | 261 | +27,154 | 37.92% | Q4 2025 | Jan 20, 2026 |
| Nolet Wealth Management, LLC | History | New | 98,583 | 10,559 | 5.89% | — | 262 | +98,583 | New | Q4 2025 | Feb 27, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 96,660 | 10,353 | 0.11% | 0.11% | 263 | -2,379 | -2.4% | Q4 2025 | Jan 13, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 95,876 | 10,269 | 0.33% | 0.32% | 264 | +4,953 | 5.45% | Q4 2025 | Feb 13, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 95,206 | 10,197 | 6.31% | 4.3% | 265 | +34,344 | 56.43% | Q4 2025 | Feb 10, 2026 |
| BTC Capital Management, Inc. | History | Added to | 94,677 | 10,140 | 0.71% | 0.6% | 266 | +12,715 | 15.51% | Q4 2025 | Jan 15, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 94,333 | 10,104 | 0.11% | 0.2% | 267 | -36,575 | -27.94% | Q4 2025 | Feb 03, 2026 |
| Regal Investment Advisors LLC | History | Added to | 94,332 | 10,103 | 0.6% | 0.6% | 268 | +8,408 | 9.79% | Q4 2025 | Feb 17, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 93,963 | 10,099 | 1.05% | 1.09% | 269 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WealthCollab, LLC | History | Added to | 93,395 | 10,003 | 4.09% | 4.06% | 270 | +10,381 | 12.51% | Q4 2025 | Jan 27, 2026 |
| Weitzel Financial Services, Inc. | History | Reduced | 92,563 | 9,926 | 3.84% | 4.08% | 271 | -1,316 | -1.4% | Q4 2025 | Feb 03, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 92,350 | 9,891 | 2.22% | 2.21% | 272 | +2,529 | 2.82% | Q4 2025 | Feb 03, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 91,906 | 9,844 | 0.41% | 0.44% | 273 | +8,984 | 10.83% | Q4 2025 | Jan 28, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | New | 90,811 | 9,726 | 0.46% | — | 274 | +90,811 | New | Q4 2025 | Feb 17, 2026 |
| Sigma Planning Corp | History | Reduced | 90,725 | 9,717 | 0.27% | 0.29% | 275 | -3,798 | -4.02% | Q4 2025 | Jan 30, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 90,696 | 9,714 | 3.4% | 3.39% | 276 | +1,345 | 1.51% | Q4 2025 | Feb 05, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Reduced | 90,664 | 9,711 | 4.21% | 5.46% | 277 | -25,704 | -22.09% | Q4 2025 | Feb 09, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 90,158 | 9,656 | 2.25% | 2.13% | 278 | +7,500 | 9.07% | Q4 2025 | Jan 16, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 89,900 | 9,629 | 0.58% | 0.61% | 279 | -1,414 | -1.55% | Q4 2025 | Jan 07, 2026 |
| BIP Wealth, LLC | History | Added to | 89,574 | 9,594 | 0.34% | 0.37% | 280 | +18,422 | 25.89% | Q4 2025 | Jan 21, 2026 |
| Orin Green Financial, LLC | History | Reduced | 88,995 | 9,532 | 3.81% | 3.95% | 281 | -3,892 | -4.19% | Q4 2025 | Feb 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 88,600 | 9,489 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 88,265 | 9,454 | 0.15% | 0.14% | 283 | +10,792 | 13.93% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 87,500 | 9,372 | 0.0% | 0.01% | 284 | -411,898 | -82.48% | Q4 2025 | Feb 17, 2026 |
| Rinkey Investments | History | Reduced | 87,004 | 9,319 | 2.37% | 2.87% | 286 | -14,543 | -14.32% | Q4 2025 | Feb 04, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 87,012 | 9,319 | 0.43% | 0.43% | 285 | +4,888 | 5.95% | Q4 2025 | Feb 11, 2026 |
| Harbor Group, Inc. | History | Reduced | 87,012 | 9,319 | 1.39% | 1.48% | 287 | -174 | -0.2% | Q4 2025 | Jan 12, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 86,825 | 9,299 | 0.59% | 0.55% | 288 | +7,706 | 9.74% | Q4 2025 | Jan 23, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 86,457 | 9,260 | 1.77% | 1.63% | 289 | +7,713 | 9.8% | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 86,311 | 9,244 | 0.12% | 0.1% | 290 | +18,022 | 26.39% | Q4 2025 | Jan 22, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 85,935 | 9,204 | 1.67% | 0.13% | 291 | +9,949 | 13.09% | Q4 2025 | Mar 04, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 85,908 | 9,201 | 1.33% | 1.34% | 292 | +26 | 0.03% | Q4 2025 | Feb 06, 2026 |
| Alliance Wealth Management Group | History | Added to | 84,566 | 9,057 | 1.99% | 1.85% | 293 | +6,526 | 8.36% | Q4 2025 | Jan 21, 2026 |
| Legacy Private Trust Co. | History | Added to | 84,493 | 9,050 | 0.53% | 0.51% | 294 | +3,523 | 4.35% | Q4 2025 | Jan 08, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 83,727 | 8,967 | 1.27% | 1.43% | 295 | -1,254 | -1.48% | Q4 2025 | Jan 12, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Reduced | 83,621 | 8,956 | 8.12% | 8.56% | 296 | -1,935 | -2.26% | Q4 2025 | Feb 05, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 83,258 | 8,917 | 0.32% | 0.34% | 297 | -1,810 | -2.13% | Q4 2025 | Jan 07, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 81,767 | 8,758 | 2.04% | 2.14% | 298 | -1,252 | -1.51% | Q4 2025 | Feb 06, 2026 |
| Summit Financial, LLC | History | Added to | 81,508 | 8,730 | 0.13% | 0.12% | 299 | +6,024 | 7.98% | Q4 2025 | Feb 13, 2026 |
| Atlatl Advisers LLC | History | Added to | 81,472 | 8,726 | 3.35% | 3.13% | 300 | +7,422 | 10.02% | Q4 2025 | Feb 09, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 80,678 | 8,641 | 0.96% | 0.95% | 301 | +6,762 | 9.15% | Q4 2025 | Feb 04, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 80,616 | 8,634 | 0.11% | 0.12% | 302 | -7,151 | -8.15% | Q4 2025 | Jan 26, 2026 |
| IMPACTfolio, LLC | History | Added to | 80,456 | 8,617 | 3.62% | 3.47% | 303 | +4,975 | 6.59% | Q4 2025 | Jan 07, 2026 |
| Liberty Capital Management, Inc. | History | Added to | 78,905 | 8,451 | 1.57% | 1.57% | 304 | +646 | 0.83% | Q4 2025 | Jan 26, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 78,455 | 8,403 | 0.33% | 0.33% | 305 | +90 | 0.11% | Q4 2025 | Jan 29, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 78,413 | 8,398 | 0.5% | 0.55% | 306 | -11,339 | -12.63% | Q4 2025 | Jan 30, 2026 |
| BCO Wealth Management LLC | History | Reduced | 78,249 | 8,381 | 5.14% | 5.99% | 307 | -6,969 | -8.18% | Q4 2025 | Jan 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 78,128 | 8,368 | 0.18% | 0.14% | 308 | +18,690 | 31.44% | Q4 2025 | Feb 05, 2026 |
| SVB WEALTH LLC | History | Added to | 77,521 | 8,303 | 0.49% | 0.44% | 309 | +1,349 | 1.77% | Q4 2025 | Feb 04, 2026 |
| Pines Wealth Management, LLC | History | Added to | 76,425 | 8,185 | 2.64% | 2.69% | 310 | +1,481 | 1.98% | Q4 2025 | Feb 02, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 75,584 | 8,076 | 0.02% | 0.02% | 311 | +2,892 | 3.98% | Q4 2025 | Feb 13, 2026 |
| Legacy Financial Strategies, LLC | History | Added to | 74,929 | 8,025 | 1.42% | 1.4% | 312 | +2,131 | 2.93% | Q4 2025 | Jan 23, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 74,906 | 8,023 | 0.0% | 0.01% | 313 | -171,094 | -69.55% | Q4 2025 | Feb 17, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 74,911 | 8,023 | 0.67% | 0.64% | 314 | +6,195 | 9.02% | Q4 2025 | Feb 03, 2026 |
| Keebeck Wealth Management | History | Added to | 74,241 | 7,951 | 0.92% | 0.79% | 315 | +11,684 | 18.68% | Q4 2025 | Feb 17, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 73,957 | 7,921 | 0.28% | 0.28% | 316 | -1,592 | -2.11% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 73,811 | 7,905 | 0.14% | 0.11% | 317 | +27,757 | 60.27% | Q4 2025 | Feb 06, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 73,739 | 7,898 | 3.36% | 3.4% | 318 | +2,669 | 3.76% | Q4 2025 | Feb 18, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 73,410 | 7,862 | 4.33% | 4.28% | 319 | +1,821 | 2.54% | Q4 2025 | Feb 13, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 72,532 | 7,768 | 0.9% | 0.76% | 320 | +31,106 | 75.09% | Q4 2025 | Feb 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 71,932 | 7,704 | 0.45% | 0.41% | 321 | +15,211 | 26.82% | Q4 2025 | Feb 10, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 71,896 | 7,700 | 3.13% | 2.68% | 322 | +13,010 | 22.09% | Q4 2025 | Feb 10, 2026 |
| Savant Capital, LLC | History | Reduced | 71,552 | 7,663 | 0.04% | 0.05% | 323 | -1,572 | -2.15% | Q4 2025 | Feb 10, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 71,256 | 7,632 | 1.6% | 1.65% | 324 | -3,089 | -4.15% | Q4 2025 | Jan 08, 2026 |
| 25 LLC | History | Reduced | 70,685 | 7,571 | 2.4% | 3.55% | 325 | -27,115 | -27.72% | Q4 2025 | Jan 15, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 70,560 | 7,557 | 2.02% | 2.1% | 326 | -937 | -1.31% | Q4 2025 | Jan 23, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 70,016 | 7,499 | 0.34% | 0.39% | 327 | -2,864 | -3.93% | Q4 2025 | Jan 14, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 69,856 | 7,482 | 0.71% | 0.45% | 328 | +36,899 | 111.96% | Q4 2025 | Jan 22, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 69,613 | 7,456 | 1.14% | 0.74% | 329 | +37,324 | 115.59% | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 68,441 | 7,330 | 0.18% | 0.19% | 330 | +826 | 1.22% | Q4 2025 | Jan 29, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 67,190 | 7,196 | 1.21% | 1.2% | 331 | +4,488 | 7.16% | Q4 2025 | Jan 26, 2026 |
| High Falls Advisors, Inc | History | Added to | 66,390 | 7,111 | 1.44% | 1.35% | 332 | +4,789 | 7.77% | Q4 2025 | Feb 18, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 65,546 | 7,052 | 0.33% | — | 333 | +65,546 | New | Q4 2025 | Feb 03, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 65,620 | 7,028 | 0.1% | 0.1% | 334 | +1,094 | 1.7% | Q4 2025 | Feb 09, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 65,472 | 7,012 | 0.52% | 0.46% | 335 | +9,505 | 16.98% | Q4 2025 | Feb 04, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 65,183 | 6,981 | 0.1% | 0.08% | 336 | +17,612 | 37.02% | Q4 2025 | Feb 09, 2026 |
| Tilson Financial Group, Inc. | History | Reduced | 64,663 | 6,926 | 2.13% | 2.39% | 337 | -3,682 | -5.39% | Q4 2025 | Feb 05, 2026 |
| Horizon Investments, LLC | History | Added to | 64,626 | 6,922 | 0.09% | 0.08% | 338 | +8,032 | 14.19% | Q4 2025 | Feb 02, 2026 |
| GM Advisory Group, LLC | History | Reduced | 64,606 | 6,919 | 0.27% | 0.3% | 339 | -1,123 | -1.71% | Q4 2025 | Feb 13, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | New | 63,873 | 6,841 | 4.46% | — | 340 | +63,873 | New | Q4 2025 | Feb 11, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 63,461 | 6,811 | 1.86% | 1.77% | 341 | +5,578 | 9.64% | Q4 2025 | Jan 28, 2026 |
| Focus Financial Network, Inc. | History | Added to | 63,326 | 6,782 | 0.24% | 0.24% | 342 | +213 | 0.34% | Q4 2025 | Jan 12, 2026 |
| Asio Capital, LLC | History | Reduced | 63,224 | 6,771 | 0.96% | 1.24% | 343 | -14,261 | -18.4% | Q4 2025 | Jan 21, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 62,844 | 6,731 | 0.42% | 0.42% | 344 | +1,948 | 3.2% | Q4 2025 | Jan 21, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 62,563 | 6,701 | 0.72% | 0.4% | 345 | +35,843 | 134.14% | Q4 2025 | Feb 17, 2026 |
| WIT, LLC | History | No change | 61,978 | 6,638 | 0.13% | 0.15% | 346 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 61,751 | 6,614 | 0.3% | 0.27% | 347 | +11,049 | 21.79% | Q4 2025 | Feb 17, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 61,432 | 6,580 | 0.71% | 0.78% | 348 | -4,424 | -6.72% | Q4 2025 | Jan 28, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 61,028 | 6,536 | 0.21% | 0.21% | 349 | +210 | 0.35% | Q4 2025 | Jan 30, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 60,880 | 6,520 | 0.84% | 0.68% | 350 | +11,068 | 22.22% | Q4 2025 | Jan 22, 2026 |
| BROWN ADVISORY INC | History | Reduced | 60,136 | 6,441 | 0.01% | 0.01% | 351 | -4,633 | -7.15% | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Added to | 60,117 | 6,439 | 0.19% | 0.18% | 352 | +8,365 | 16.16% | Q4 2025 | Feb 19, 2026 |
| LifeWealth Investments, LLC | History | Added to | 59,492 | 6,372 | 2.02% | 1.91% | 353 | +5,047 | 9.27% | Q4 2025 | Jan 26, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 59,101 | 6,330 | 0.11% | 0.06% | 354 | +26,314 | 80.26% | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | Reduced | 59,076 | 6,327 | 0.7% | 0.84% | 355 | -10,319 | -14.87% | Q4 2025 | Feb 03, 2026 |
| Financial Planning Fort Collins, LLC | History | New | 57,798 | 6,190 | 5.44% | — | 356 | +57,798 | New | Q4 2025 | Feb 18, 2026 |
| 21 West Wealth Management LLC | History | Reduced | 57,765 | 6,187 | 5.65% | 5.87% | 357 | -343 | -0.59% | Q4 2025 | Jan 13, 2026 |
| AUA CAPITAL MANAGEMENT, LLC | History | Reduced | 57,145 | 6,120 | 3.07% | 3.44% | 358 | -440 | -0.76% | Q4 2025 | Jan 23, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 56,907 | 6,095 | 0.39% | 0.35% | 359 | +6,501 | 12.9% | Q4 2025 | Jan 26, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 56,550 | 6,057 | 0.31% | 0.31% | 360 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Somnio Financial Group, LLC | History | Added to | 56,282 | 6,028 | 3.98% | 3.85% | 361 | +2,957 | 5.55% | Q4 2025 | Jan 08, 2026 |
| Visionary Wealth Advisors | History | Added to | 56,230 | 6,022 | 0.27% | 0.19% | 362 | +18,935 | 50.77% | Q4 2025 | Feb 13, 2026 |
| Partners in Financial Planning | History | Added to | 55,813 | 5,978 | 1.01% | 0.93% | 363 | +5,329 | 10.56% | Q4 2025 | Feb 02, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 55,778 | 5,974 | 0.13% | 0.11% | 364 | +11,549 | 26.11% | Q4 2025 | Feb 04, 2026 |
| Prospera Financial Services Inc | History | Reduced | 55,519 | 5,946 | 0.1% | 0.1% | 365 | -843 | -1.5% | Q4 2025 | Feb 09, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 55,405 | 5,934 | 1.08% | 1.06% | 366 | +3,017 | 5.76% | Q4 2025 | Jan 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 55,359 | 5,929 | 0.07% | 0.0% | 367 | +52,239 | 1674.33% | Q4 2025 | Feb 06, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 55,162 | 5,908 | 0.32% | 0.31% | 368 | +395 | 0.72% | Q4 2025 | Jan 15, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 54,756 | 5,864 | 0.5% | 0.53% | 369 | -694 | -1.25% | Q4 2025 | Jan 05, 2026 |
| Granite Harbor Advisors, Inc. | History | Reduced | 54,690 | 5,857 | 2.47% | 4.19% | 371 | -38,818 | -41.51% | Q4 2025 | Jan 22, 2026 |
| Biltmore Family Office, LLC | History | Added to | 54,684 | 5,857 | 0.81% | 0.73% | 370 | +6,356 | 13.15% | Q4 2025 | Feb 04, 2026 |
| Capital Investment Services of America, Inc. | History | No change | 54,629 | 5,851 | 0.55% | 0.52% | 372 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Smithfield Trust Co | History | Added to | 54,616 | 5,849 | 0.26% | 0.26% | 373 | +150 | 0.28% | Q4 2025 | Feb 09, 2026 |
| CONNABLE OFFICE INC | History | Added to | 54,182 | 5,803 | 0.53% | 0.5% | 374 | +3,926 | 7.81% | Q4 2025 | Feb 03, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 54,070 | 5,791 | 0.08% | 0.07% | 375 | +11,550 | 27.16% | Q4 2025 | Feb 10, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 53,771 | 5,759 | 0.89% | 1.0% | 376 | -1,732 | -3.12% | Q4 2025 | Jan 21, 2026 |
| Veratis Advisors, Inc. | History | New | 53,101 | 5,756 | 4.56% | — | 377 | +53,101 | New | Q4 2025 | Feb 18, 2026 |
| Zhang Financial LLC | History | Added to | 53,658 | 5,747 | 0.21% | 0.19% | 378 | +9,904 | 22.64% | Q4 2025 | Feb 10, 2026 |
| Seaside Wealth Management, Inc. | History | Reduced | 53,462 | 5,726 | 1.63% | 1.71% | 379 | -618 | -1.14% | Q4 2025 | Feb 17, 2026 |
| Bare Financial Services, Inc | History | Added to | 53,313 | 5,710 | 1.59% | 1.11% | 380 | +18,356 | 52.51% | Q4 2025 | Feb 06, 2026 |
| Level Wealth Management LLC | History | Reduced | 53,085 | 5,685 | 2.91% | 3.03% | 381 | -912 | -1.69% | Q4 2025 | Feb 02, 2026 |
| Alpha Financial Partners, LLC | History | Added to | 52,443 | 5,617 | 3.43% | 3.61% | 382 | +236 | 0.45% | Q4 2025 | Feb 10, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 52,389 | 5,611 | 2.47% | 2.94% | 383 | -8,302 | -13.68% | Q4 2025 | Feb 04, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 52,071 | 5,577 | 0.46% | 0.44% | 384 | +4,173 | 8.71% | Q4 2025 | Jan 27, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 52,020 | 5,571 | 1.68% | 1.57% | 385 | +4,232 | 8.86% | Q4 2025 | Jan 12, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 51,698 | 5,537 | 0.16% | 0.19% | 386 | -9,456 | -15.46% | Q4 2025 | Feb 13, 2026 |
| Exchange Bank | History | No change | 51,375 | 5,502 | 3.81% | 3.8% | 387 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Forza Wealth Management, LLC | History | Reduced | 50,700 | 5,430 | 1.96% | 2.15% | 388 | -1,900 | -3.61% | Q4 2025 | Feb 02, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 50,372 | 5,395 | 3.39% | 3.35% | 389 | +1,176 | 2.39% | Q4 2025 | Feb 06, 2026 |
| Centiva Capital, LP | History | Reduced | 50,000 | 5,355 | 0.04% | 1.23% | 390 | -1,158,200 | -95.86% | Q4 2025 | Feb 13, 2026 |
| Crabel Capital Management, LLC | History | Added to | 49,992 | 5,354 | 4.05% | 2.08% | 391 | +28,181 | 129.21% | Q4 2025 | Feb 17, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Reduced | 49,865 | 5,341 | 0.22% | 0.24% | 392 | -2,842 | -5.39% | Q4 2025 | Jan 27, 2026 |
| K2 Financial Inc. | History | Added to | 49,331 | 5,304 | 4.1% | 4.08% | 393 | +1,873 | 3.95% | Q4 2025 | Jan 22, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Added to | 49,209 | 5,270 | 1.58% | 1.63% | 394 | +734 | 1.51% | Q4 2025 | Jan 23, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 49,001 | 5,248 | 0.09% | 0.1% | 395 | -103 | -0.21% | Q4 2025 | Jan 16, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 48,965 | 5,244 | 1.1% | 1.17% | 396 | -856 | -1.72% | Q4 2025 | Jan 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 48,947 | 5,242 | 0.04% | — | 397 | +48,947 | New | Q4 2025 | Feb 18, 2026 |
| Armor Investment Advisors, LLC | History | Added to | 48,872 | 5,234 | 1.92% | 1.58% | 398 | +2,041 | 4.36% | Q4 2025 | Feb 05, 2026 |
| McAdam, LLC | History | Added to | 48,619 | 5,207 | 0.24% | 0.21% | 399 | +8,417 | 20.94% | Q4 2025 | Feb 13, 2026 |
| Greenspring Advisors, LLC | History | Added to | 48,602 | 5,205 | 0.32% | 0.36% | 400 | +29,609 | 155.89% | Q4 2025 | Feb 10, 2026 |
| Vannoy Advisory Group, Inc. | History | Added to | 48,478 | 5,192 | 3.29% | 3.34% | 401 | +423 | 0.88% | Q4 2025 | Jan 15, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 48,016 | 5,142 | 0.67% | 0.65% | 402 | +1,913 | 4.15% | Q4 2025 | Feb 13, 2026 |
| Traveka Wealth, LLC | History | Added to | 47,859 | 5,126 | 2.09% | 2.23% | 403 | +974 | 2.08% | Q4 2025 | Jan 08, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 47,816 | 5,121 | 0.35% | 0.35% | 404 | +2,388 | 5.26% | Q4 2025 | Feb 11, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 47,089 | 5,043 | 0.17% | 0.16% | 405 | +4,249 | 9.92% | Q4 2025 | Jan 30, 2026 |
| True Vision MN LLC | History | Added to | 47,043 | 5,038 | 2.56% | 2.55% | 406 | +1,143 | 2.49% | Q4 2025 | Jan 14, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 47,017 | 5,035 | 0.18% | 0.18% | 407 | -270 | -0.57% | Q4 2025 | Feb 12, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 46,859 | 5,019 | 2.09% | 2.05% | 408 | +2,158 | 4.83% | Q4 2025 | Jan 23, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 46,640 | 4,995 | 0.62% | 0.56% | 409 | +5,692 | 13.9% | Q4 2025 | Jan 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 46,595 | 4,990 | 0.06% | 0.05% | 410 | +6,960 | 17.56% | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | Added to | 46,525 | 4,983 | 0.09% | 0.06% | 411 | +16,079 | 52.81% | Q4 2025 | Feb 11, 2026 |
| Westside Investment Management, Inc. | History | Added to | 46,338 | 4,963 | 0.79% | 0.6% | 412 | +10,779 | 30.31% | Q4 2025 | Jan 23, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 46,234 | 4,952 | 0.71% | 0.93% | 413 | -12,960 | -21.89% | Q4 2025 | Jan 28, 2026 |
| Hassell Wealth Management, LLC | History | Added to | 45,641 | 4,911 | 1.64% | 1.69% | 414 | +7 | 0.02% | Q4 2025 | Jan 26, 2026 |
| GenTrust, LLC | History | Reduced | 45,849 | 4,910 | 0.21% | 0.25% | 415 | -6,030 | -11.62% | Q4 2025 | Feb 02, 2026 |
| Quantinno Capital Management LP | History | Added to | 45,787 | 4,904 | 0.01% | 0.01% | 416 | +6,520 | 16.6% | Q4 2025 | Feb 17, 2026 |
| Hobart Private Capital, LLC | History | Added to | 45,671 | 4,891 | 0.95% | 0.49% | 417 | +23,779 | 108.62% | Q4 2025 | Jan 27, 2026 |
| RFG Advisory, LLC | History | Reduced | 45,621 | 4,886 | 0.09% | 0.11% | 418 | -5,698 | -11.1% | Q4 2025 | Feb 03, 2026 |
| DRAVO BAY LLC | History | Added to | 45,377 | 4,860 | 2.02% | 2.07% | 419 | +1,289 | 2.92% | Q4 2025 | Jan 27, 2026 |
| FINANCIAL LIFE ADVISORS | History | Reduced | 45,267 | 4,848 | 1.49% | 1.59% | 420 | -1,070 | -2.31% | Q4 2025 | Jan 30, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Added to | 45,130 | 4,833 | 0.44% | 0.43% | 421 | +1,474 | 3.38% | Q4 2025 | Feb 06, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 45,119 | 4,832 | 0.18% | 0.18% | 422 | -648 | -1.42% | Q4 2025 | Feb 12, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 44,298 | 4,744 | 0.57% | 0.56% | 423 | +2,243 | 5.33% | Q4 2025 | Jan 13, 2026 |
| Brio Consultants, LLC | History | Reduced | 43,770 | 4,688 | 0.61% | 0.64% | 424 | -55 | -0.13% | Q4 2025 | Feb 04, 2026 |
| MOTIVE WEALTH ADVISORS | History | Added to | 43,630 | 4,673 | 1.99% | 2.0% | 426 | +139 | 0.32% | Q4 2025 | Jan 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 43,635 | 4,673 | 0.11% | 0.11% | 425 | +73 | 0.17% | Q4 2025 | Feb 13, 2026 |
| CGN Advisors LLC | History | Reduced | 43,550 | 4,664 | 0.37% | 0.39% | 427 | -1,377 | -3.06% | Q4 2025 | Jan 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 43,466 | 4,655 | 0.18% | 0.2% | 429 | +13,843 | 46.73% | Q4 2025 | Feb 13, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Reduced | 43,464 | 4,655 | 1.64% | 1.57% | 428 | -2,170 | -4.76% | Q4 2025 | Jan 30, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 43,427 | 4,651 | 1.37% | 1.55% | 430 | +116 | 0.27% | Q4 2025 | Feb 02, 2026 |
| Westover Capital Advisors, LLC | History | Added to | 43,299 | 4,637 | 0.84% | 0.84% | 431 | +871 | 2.05% | Q4 2025 | Feb 09, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 43,212 | 4,628 | 1.18% | 1.2% | 432 | -92 | -0.21% | Q4 2025 | Jan 07, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 43,029 | 4,608 | 0.85% | 0.71% | 433 | +8,639 | 25.12% | Q4 2025 | Feb 09, 2026 |
| Sincerus Advisory, LLC | History | Added to | 42,650 | 4,568 | 3.67% | 2.96% | 434 | +10,171 | 31.32% | Q4 2025 | Jan 08, 2026 |
| Opus Capital Group, LLC | History | Added to | 42,468 | 4,549 | 0.49% | 0.5% | 435 | +381 | 0.91% | Q4 2025 | Jan 30, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 42,358 | 4,536 | 0.27% | 0.22% | 436 | -5,130 | -10.8% | Q4 2025 | Jan 30, 2026 |
| Curbstone Financial Management Corp | History | Added to | 41,842 | 4,481 | 0.86% | 0.79% | 437 | +3,050 | 7.86% | Q4 2025 | Jan 23, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 41,321 | 4,443 | 0.66% | 0.7% | 438 | -188 | -0.45% | Q4 2025 | Jan 26, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 41,098 | 4,402 | 0.34% | 0.34% | 439 | +2,359 | 6.09% | Q4 2025 | Jan 23, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 41,078 | 4,399 | 0.3% | 0.3% | 440 | +992 | 2.47% | Q4 2025 | Feb 23, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 41,007 | 4,392 | 0.1% | 0.08% | 441 | +9,422 | 29.83% | Q4 2025 | Feb 10, 2026 |
| GREENLEAF TRUST | History | Reduced | 40,823 | 4,372 | 0.04% | 0.04% | 442 | -2,110 | -4.91% | Q4 2025 | Jan 21, 2026 |
| Leeward Financial Partners, LLC | History | Added to | 40,825 | 4,372 | 1.23% | 1.23% | 443 | +307 | 0.76% | Q4 2025 | Feb 09, 2026 |
| Blue Trust, Inc. | History | Added to | 40,611 | 4,349 | 0.05% | 0.05% | 444 | +1,849 | 4.77% | Q4 2025 | Jan 16, 2026 |
| FIRST HORIZON CORP | History | Added to | 40,275 | 4,313 | 0.19% | 0.16% | 445 | +8,678 | 27.46% | Q4 2025 | Jan 27, 2026 |
| Life Planning Partners, Inc | History | Added to | 40,079 | 4,292 | 3.29% | 3.11% | 446 | +109 | 0.27% | Q4 2025 | Jan 16, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 39,959 | 4,280 | 0.81% | 0.75% | 449 | +4,195 | 11.73% | Q4 2025 | Feb 11, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | No change | 39,960 | 4,280 | 3.58% | 3.82% | 447 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Tidal Investments LLC | History | No change | 39,960 | 4,280 | 0.01% | 0.01% | 448 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 39,690 | 4,251 | 0.14% | 0.14% | 450 | +2,305 | 6.17% | Q4 2025 | Feb 09, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 39,477 | 4,228 | 0.15% | 0.16% | 451 | +698 | 1.8% | Q4 2025 | Feb 02, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 39,240 | 4,203 | 0.2% | 0.1% | 452 | +23,950 | 156.64% | Q4 2025 | Jan 28, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 38,873 | 4,163 | 0.21% | 0.11% | 453 | +19,527 | 100.94% | Q4 2025 | Jan 27, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 38,782 | 4,153 | 0.13% | 0.13% | 454 | +199 | 0.52% | Q4 2025 | Feb 11, 2026 |
| Midwest Trust Co | History | Reduced | 38,674 | 4,142 | 0.05% | 0.06% | 455 | -1,558 | -3.87% | Q4 2025 | Feb 04, 2026 |
| DURANTE & WATERS, LLC | History | Reduced | 38,524 | 4,126 | 2.88% | 3.05% | 456 | -389 | -1.0% | Q4 2025 | Jan 30, 2026 |
| Sovran Advisors, LLC | History | Reduced | 38,265 | 4,122 | 0.35% | 0.37% | 457 | -824 | -2.11% | Q4 2025 | Jan 20, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 38,479 | 4,121 | 0.15% | 0.16% | 458 | -644 | -1.65% | Q4 2025 | Jan 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 38,200 | 4,092 | 0.0% | 0.0% | 459 | +31,700 | 487.69% | Q4 2025 | Feb 17, 2026 |
| TD Capital Management LLC | History | Reduced | 38,161 | 4,087 | 0.36% | 0.37% | 460 | -416 | -1.08% | Q4 2025 | Feb 26, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 37,981 | 4,068 | 0.05% | 0.07% | 461 | +1,569 | 4.31% | Q4 2025 | Jan 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 37,673 | 4,035 | 0.01% | 0.01% | 462 | -943 | -2.44% | Q4 2025 | Feb 17, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | New | 37,491 | 4,015 | 0.66% | — | 463 | +37,491 | New | Q4 2025 | Feb 18, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 37,269 | 3,991 | 0.46% | 0.46% | 464 | +873 | 2.4% | Q4 2025 | Jan 02, 2026 |
| WLTH Capital Management, LLC | History | New | 36,754 | 3,978 | 3.08% | — | 465 | +36,754 | New | Q4 2025 | Feb 24, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 36,863 | 3,948 | 0.1% | 0.17% | 466 | -11,856 | -24.34% | Q4 2025 | Feb 17, 2026 |
| Avid Wealth Partners LLC | History | Reduced | 36,821 | 3,943 | 1.93% | 2.15% | 467 | -3,732 | -9.2% | Q4 2025 | Feb 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 36,738 | 3,934 | 0.24% | 0.27% | 468 | +1,034 | 2.9% | Q4 2025 | Feb 11, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 36,698 | 3,930 | 0.38% | — | 469 | +36,698 | New | Q4 2025 | Feb 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 35,752 | 3,829 | 0.18% | 0.18% | 470 | +4,839 | 15.65% | Q4 2025 | Jan 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 35,746 | 3,828 | 0.08% | 0.02% | 471 | +27,001 | 308.76% | Q4 2025 | Feb 03, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 35,608 | 3,813 | 0.14% | 0.12% | 472 | +6,250 | 21.29% | Q4 2025 | Feb 04, 2026 |
| ORG Partners LLC | History | Added to | 35,277 | 3,778 | 0.67% | 0.68% | 473 | +37 | 0.1% | Q4 2025 | Jan 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 35,155 | 3,765 | 0.08% | 0.08% | 474 | -571 | -1.6% | Q4 2025 | Feb 05, 2026 |
| IFG Advisory, LLC | History | Added to | 35,139 | 3,763 | 0.16% | 0.12% | 475 | +9,860 | 39.0% | Q4 2025 | Feb 10, 2026 |
| Austin Private Wealth, LLC | History | Reduced | 35,051 | 3,754 | 0.28% | 0.41% | 476 | -15,738 | -30.99% | Q4 2025 | Jan 20, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 35,020 | 3,751 | 0.38% | 0.45% | 477 | -1,985 | -5.36% | Q4 2025 | Feb 06, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 34,840 | 3,731 | 0.53% | 0.51% | 478 | +2,144 | 6.56% | Q4 2025 | Jan 14, 2026 |
| SevenBridge Financial Group, LLC | History | Added to | 34,500 | 3,714 | 0.6% | 0.56% | 479 | +2,884 | 9.12% | Q4 2025 | Feb 02, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 34,537 | 3,699 | 0.06% | 0.06% | 480 | +8,279 | 31.53% | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | Added to | 34,375 | 3,681 | 0.12% | 0.1% | 481 | +6,529 | 23.45% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Added to | 34,226 | 3,665 | 0.02% | 0.01% | 482 | +14,036 | 69.52% | Q4 2025 | Feb 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 34,220 | 3,665 | 0.5% | 0.66% | 483 | -9,529 | -21.78% | Q4 2025 | Jan 21, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 33,965 | 3,654 | 0.09% | 0.11% | 484 | -4,144 | -10.87% | Q4 2025 | Jan 28, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 34,014 | 3,643 | 0.54% | 0.54% | 485 | +118 | 0.35% | Q4 2025 | Jan 12, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 33,635 | 3,602 | 0.16% | 0.15% | 486 | +2,727 | 8.82% | Q4 2025 | Jan 22, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 33,634 | 3,602 | 0.53% | 0.6% | 487 | +91 | 0.27% | Q4 2025 | Feb 04, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 33,478 | 3,585 | 0.12% | 0.1% | 488 | +6,654 | 24.81% | Q4 2025 | Jan 20, 2026 |
| MidFirst Bank | History | New | 33,282 | 3,564 | 0.28% | — | 489 | +33,282 | New | Q4 2025 | Feb 25, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 33,015 | 3,536 | 0.48% | 1.02% | 490 | +1,435 | 4.54% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 32,986 | 3,533 | 0.08% | 0.09% | 491 | +1,733 | 5.55% | Q4 2025 | Feb 06, 2026 |
| Capasso Planning Partners LLC | History | Added to | 32,553 | 3,486 | 1.91% | 0.72% | 492 | +21,544 | 195.69% | Q4 2025 | Feb 17, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 32,407 | 3,471 | 0.25% | 0.26% | 493 | +180 | 0.56% | Q4 2025 | Feb 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 31,969 | 3,424 | 0.08% | 0.08% | 494 | +4,035 | 14.44% | Q4 2025 | Feb 09, 2026 |
| JB Capital LLC | History | Added to | 31,637 | 3,388 | 0.14% | 0.12% | 495 | +5,390 | 20.54% | Q4 2025 | Jan 20, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 31,524 | 3,376 | 0.45% | 0.38% | 496 | +1,967 | 6.65% | Q4 2025 | Feb 11, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 31,429 | 3,366 | 0.1% | 0.1% | 497 | +1,378 | 4.59% | Q4 2025 | Feb 12, 2026 |
| SEVEN MILE ADVISORY | History | No change | 31,422 | 3,365 | 0.58% | 0.54% | 498 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LiftPoint Family Wealth Advisors LLC | History | New | 31,313 | 3,353 | 2.86% | — | 499 | +31,313 | New | Q4 2025 | Feb 13, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 30,959 | 3,315 | 0.12% | 0.13% | 500 | +327 | 1.07% | Q4 2025 | Feb 13, 2026 |
| Francis Financial, Inc. | History | Added to | 30,888 | 3,308 | 0.65% | 0.49% | 501 | +5,223 | 20.35% | Q4 2025 | Feb 11, 2026 |
| Smart Money Group LLC | History | Added to | 30,855 | 3,304 | 0.96% | 0.85% | 502 | +3,965 | 14.75% | Q4 2025 | Jan 30, 2026 |
| Investment Research Partners LLC | History | Added to | 30,526 | 3,269 | 1.4% | 1.33% | 503 | +2,902 | 10.51% | Q4 2025 | Feb 12, 2026 |
| Wayfinding Financial, LLC | History | Added to | 30,483 | 3,265 | 1.38% | 1.32% | 504 | +1,714 | 5.96% | Q4 2025 | Feb 12, 2026 |
| Csenge Advisory Group | History | Added to | 30,453 | 3,261 | 0.15% | 0.11% | 505 | +9,137 | 42.86% | Q4 2025 | Feb 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 30,408 | 3,257 | 0.01% | 0.0% | 506 | +180 | 0.6% | Q4 2025 | Feb 17, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 30,312 | 3,246 | 1.14% | 0.34% | 507 | +22,356 | 281.0% | Q4 2025 | Feb 09, 2026 |
| Brooklyn Investment Group | History | New | 30,004 | 3,211 | 0.15% | — | 508 | +30,004 | New | Q4 2025 | Feb 12, 2026 |
| Clifford Group, LLC | History | Reduced | 29,967 | 3,209 | 2.48% | 2.49% | 509 | -16 | -0.05% | Q4 2025 | Feb 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 29,933 | 3,206 | 0.05% | 0.03% | 510 | +7,072 | 30.93% | Q4 2025 | Jan 05, 2026 |
| Kastel Capital Advisors, LLC | History | New | 29,927 | 3,205 | 1.97% | — | 511 | +29,927 | New | Q4 2025 | Feb 18, 2026 |
| Flagstone Financial Management | History | Added to | 29,842 | 3,196 | 0.82% | 0.84% | 512 | +105 | 0.35% | Q4 2025 | Feb 09, 2026 |
| Joseph Group Capital Management | History | Reduced | 29,656 | 3,176 | 0.83% | 0.93% | 513 | -1,476 | -4.74% | Q4 2025 | Jan 30, 2026 |
| Carnegie Investment Counsel | History | New | 29,598 | 3,170 | 0.06% | — | 514 | +29,598 | New | Q4 2025 | Jan 23, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 29,580 | 3,168 | 0.08% | 0.07% | 515 | +5,010 | 20.39% | Q4 2025 | Feb 17, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 29,514 | 3,161 | 0.17% | 0.16% | 516 | +691 | 2.4% | Q4 2025 | Feb 11, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 29,274 | 3,135 | 1.29% | 1.33% | 517 | -305 | -1.03% | Q4 2025 | Jan 12, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 29,014 | 3,107 | 0.26% | 0.27% | 518 | +175 | 0.61% | Q4 2025 | Feb 06, 2026 |
| GFS Advisors, LLC | History | Reduced | 29,000 | 3,106 | 0.37% | 0.56% | 519 | -12,000 | -29.27% | Q4 2025 | Feb 11, 2026 |
| Aspire Private Capital, LLC | History | Added to | 29,000 | 3,106 | 0.69% | 0.58% | 520 | +3,648 | 14.39% | Q4 2025 | Jan 16, 2026 |
| Avant Financial Advisors LLC | History | Added to | 28,998 | 3,105 | 2.23% | 2.14% | 522 | +2,264 | 8.47% | Q4 2025 | Jan 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 28,991 | 3,105 | 0.06% | 0.07% | 521 | +1,939 | 7.17% | Q4 2025 | Feb 13, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 28,856 | 3,090 | 0.43% | 0.42% | 523 | +1,024 | 3.68% | Q4 2025 | Feb 04, 2026 |
| Sharkey, Howes & Javer | History | Added to | 28,588 | 3,062 | 0.39% | 0.31% | 524 | +5,759 | 25.23% | Q4 2025 | Jan 13, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 28,540 | 3,056 | 0.45% | 0.41% | 525 | +4,443 | 18.44% | Q4 2025 | Jan 27, 2026 |
| Stokes Family Office, LLC | History | Added to | 28,531 | 3,055 | 0.28% | 0.27% | 526 | +1,590 | 5.9% | Q4 2025 | Feb 18, 2026 |
| Grove Bank & Trust | History | Reduced | 28,441 | 3,046 | 0.34% | 0.42% | 527 | -5,316 | -15.75% | Q4 2025 | Jan 08, 2026 |
| COFG Advisors, LLC | History | New | 28,249 | 3,025 | 0.75% | — | 528 | +28,249 | New | Q4 2025 | Feb 10, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 28,149 | 3,015 | 0.1% | 0.1% | 529 | +330 | 1.19% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 28,067 | 3,006 | 0.05% | 0.06% | 530 | -2,686 | -8.73% | Q4 2025 | Jan 22, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 27,988 | 2,997 | 0.41% | 0.41% | 531 | +4,670 | 20.03% | Q4 2025 | Jan 14, 2026 |
| Forum Financial Management, LP | History | Added to | 27,703 | 2,967 | 0.04% | 0.04% | 532 | +1,525 | 5.83% | Q4 2025 | Jan 27, 2026 |
| Caldwell Trust Co | History | Added to | 27,189 | 2,912 | 0.26% | 0.25% | 533 | +1,600 | 6.25% | Q4 2025 | Jan 30, 2026 |
| Plum Street Advisors, LLC | History | Added to | 27,110 | 2,903 | 1.03% | 0.94% | 534 | +4,187 | 18.27% | Q4 2025 | Feb 13, 2026 |
| Joel Adams & Associates, Inc. | History | Reduced | 27,001 | 2,892 | 2.17% | 2.55% | 535 | -2,718 | -9.15% | Q4 2025 | Jan 27, 2026 |
| Trinity Wealth Management, LLC | History | Reduced | 26,928 | 2,884 | 1.06% | 1.26% | 536 | -4,621 | -14.65% | Q4 2025 | Jan 15, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 26,727 | 2,862 | 0.62% | 0.4% | 537 | +11,605 | 76.74% | Q4 2025 | Feb 09, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 26,661 | 2,855 | 0.99% | 1.0% | 538 | -466 | -1.72% | Q4 2025 | Feb 02, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 26,623 | 2,851 | 0.54% | 0.52% | 539 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 26,584 | 2,847 | 0.61% | 0.66% | 540 | -6 | -0.02% | Q4 2025 | Jan 20, 2026 |
| CVA Family Office, LLC | History | Added to | 26,573 | 2,846 | 0.33% | 0.35% | 541 | +858 | 3.34% | Q4 2025 | Jan 12, 2026 |
| Americana Partners, LLC | History | Added to | 26,469 | 2,835 | 0.08% | 0.08% | 542 | +25 | 0.09% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 26,417 | 2,829 | 0.18% | 0.23% | 543 | -5,288 | -16.68% | Q4 2025 | Feb 06, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 26,391 | 2,826 | 0.06% | 0.08% | 545 | -164,844 | -86.2% | Q4 2025 | Feb 20, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 26,388 | 2,826 | 0.0% | 0.0% | 544 | -14,585 | -35.6% | Q4 2025 | Feb 13, 2026 |
| Abound Wealth Management | History | Reduced | 26,314 | 2,818 | 0.66% | 0.71% | 546 | -495 | -1.85% | Q4 2025 | Jan 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 26,254 | 2,812 | 0.18% | 0.19% | 547 | +364 | 1.41% | Q4 2025 | Jan 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 26,042 | 2,797 | 0.06% | 0.07% | 548 | -6,300 | -19.48% | Q4 2025 | Jan 26, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 26,089 | 2,794 | 0.62% | 0.64% | 549 | +16 | 0.06% | Q4 2025 | Jan 13, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | New | 26,002 | 2,785 | 1.38% | — | 550 | +26,002 | New | Q4 2025 | Feb 25, 2026 |
| IHT Wealth Management, LLC | History | Added to | 25,949 | 2,779 | 0.07% | 0.06% | 551 | +1,980 | 8.26% | Q4 2025 | Feb 17, 2026 |
| Graver Capital Management, LLC | History | Reduced | 25,894 | 2,773 | 2.19% | 2.63% | 552 | -3,461 | -11.79% | Q4 2025 | Feb 13, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 25,721 | 2,755 | 0.76% | 0.77% | 553 | -653 | -2.48% | Q4 2025 | Feb 09, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 25,552 | 2,749 | 0.09% | 0.1% | 554 | -1,042 | -3.92% | Q4 2025 | Jan 23, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 25,605 | 2,742 | 1.02% | 1.05% | 555 | +748 | 3.01% | Q4 2025 | Feb 03, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 25,540 | 2,735 | 0.27% | 0.28% | 556 | +331 | 1.31% | Q4 2025 | Feb 13, 2026 |
| Capital Management Associates, Inc | History | Added to | 25,387 | 2,719 | 0.6% | 0.69% | 557 | +1,345 | 5.59% | Q4 2025 | Jan 21, 2026 |
| VestGen Advisors, LLC | History | Added to | 25,376 | 2,717 | 0.12% | 0.05% | 558 | +10,199 | 67.2% | Q4 2025 | Feb 17, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 25,343 | 2,714 | 0.08% | 0.12% | 559 | +6,937 | 37.69% | Q4 2025 | Feb 10, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 25,255 | 2,705 | 0.56% | 0.58% | 560 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 25,241 | 2,703 | 0.2% | 0.21% | 561 | -52 | -0.21% | Q4 2025 | Jan 20, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 25,198 | 2,698 | 0.07% | 0.07% | 562 | +1,625 | 6.89% | Q4 2025 | Jan 23, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 25,176 | 2,696 | 0.14% | 0.15% | 563 | -420 | -1.64% | Q4 2025 | Feb 05, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 25,124 | 2,691 | 0.09% | 0.09% | 564 | -3,419 | -11.98% | Q4 2025 | Jan 09, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 25,112 | 2,689 | 0.13% | 0.13% | 565 | +1,385 | 5.84% | Q4 2025 | Feb 04, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 25,080 | 2,686 | 1.14% | 1.17% | 566 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 24,931 | 2,670 | 0.86% | 0.65% | 567 | +6,944 | 38.61% | Q4 2025 | Feb 13, 2026 |
| Stephenson & Company, Inc. | History | No change | 24,707 | 2,646 | 1.45% | 1.51% | 568 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 24,613 | 2,643 | 0.48% | 0.49% | 569 | +585 | 2.43% | Q4 2025 | Feb 05, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 24,500 | 2,624 | 0.29% | 0.26% | 570 | +3,155 | 14.78% | Q4 2025 | Feb 18, 2026 |
| Redwood Investment Management, LLC | History | Added to | 24,477 | 2,622 | 0.29% | 0.27% | 571 | +1,161 | 4.98% | Q4 2025 | Feb 17, 2026 |
| Daviman Financial, LLC | History | New | 24,344 | 2,607 | 1.53% | — | 572 | +24,344 | New | Q4 2025 | Feb 06, 2026 |
| MCF Advisors LLC | History | Added to | 24,241 | 2,596 | 0.14% | 0.15% | 573 | +540 | 2.28% | Q4 2025 | Feb 11, 2026 |
| Astoria Strategic Wealth, Inc. | History | Reduced | 24,174 | 2,589 | 0.65% | 0.69% | 574 | -1,608 | -6.24% | Q4 2025 | Feb 05, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 24,100 | 2,581 | 0.36% | 0.39% | 575 | +205 | 0.86% | Q4 2025 | Feb 09, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 24,020 | 2,572 | 1.96% | 1.88% | 576 | +1,770 | 7.96% | Q4 2025 | Feb 17, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 24,003 | 2,570 | 0.53% | 0.4% | 577 | +5,439 | 29.3% | Q4 2025 | Feb 12, 2026 |
| Financial Insights, Inc. | History | Reduced | 23,920 | 2,562 | 0.86% | 0.85% | 578 | -188 | -0.78% | Q4 2025 | Mar 31, 2026 |
| IFG Advisors, LLC | History | Added to | 23,909 | 2,560 | 0.43% | 0.39% | 579 | +1,269 | 5.61% | Q4 2025 | Jan 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 23,868 | 2,556 | 0.01% | 0.01% | 580 | +3,586 | 17.68% | Q4 2025 | Jan 30, 2026 |
| Detalus Advisors, LLC | History | Added to | 23,839 | 2,553 | 0.62% | 0.54% | 581 | +4,156 | 21.11% | Q4 2025 | Feb 03, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 23,816 | 2,550 | 0.02% | 0.02% | 582 | -1,224 | -4.89% | Q4 2025 | Feb 12, 2026 |
| Hudock, Inc. | History | Reduced | 23,763 | 2,545 | 0.37% | 0.42% | 583 | -1,998 | -7.76% | Q4 2025 | Feb 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 23,694 | 2,537 | 0.14% | 0.13% | 584 | +3,670 | 18.33% | Q4 2025 | Feb 04, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 23,547 | 2,522 | 1.36% | 1.35% | 585 | +1,481 | 6.71% | Q4 2025 | Jan 29, 2026 |
| CROBAN | History | Added to | 23,500 | 2,517 | 1.21% | 1.13% | 586 | +7,518 | 47.04% | Q4 2025 | Feb 13, 2026 |
| BAILARD, INC. | History | Reduced | 23,478 | 2,514 | 0.06% | 0.06% | 587 | -2,345 | -9.08% | Q4 2025 | Feb 04, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 23,464 | 2,513 | 0.21% | 0.22% | 588 | -898 | -3.69% | Q4 2025 | Jan 15, 2026 |
| Prosperity Planning, Inc. | History | Added to | 23,445 | 2,511 | 0.66% | 0.66% | 590 | +302 | 1.3% | Q4 2025 | Jan 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 23,446 | 2,511 | 0.01% | 0.01% | 589 | +24 | 0.1% | Q4 2025 | Feb 13, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 23,350 | 2,501 | 0.01% | 0.01% | 591 | +1,416 | 6.46% | Q4 2025 | Feb 09, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 23,288 | 2,494 | 0.07% | 0.07% | 592 | +754 | 3.35% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 23,243 | 2,489 | 0.05% | 0.04% | 593 | +5,055 | 27.79% | Q4 2025 | Feb 17, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 23,125 | 2,476 | 0.08% | 0.08% | 594 | -48 | -0.21% | Q4 2025 | Jan 14, 2026 |
| Client First Capital LLC | History | Reduced | 23,070 | 2,471 | 1.04% | 1.09% | 595 | -9 | -0.04% | Q4 2025 | Jan 26, 2026 |
| Precision Wealth Strategies, LLC | History | Added to | 23,019 | 2,465 | 0.8% | 0.76% | 596 | +1,026 | 4.67% | Q4 2025 | Jan 30, 2026 |
| NORTHERN TRUST CORP | History | Added to | 22,992 | 2,462 | 0.0% | 0.0% | 597 | +1,166 | 5.34% | Q4 2025 | Feb 17, 2026 |
| Polaris Investment Advisors, LLC | History | New | 22,726 | 2,434 | 1.76% | — | 598 | +22,726 | New | Q4 2025 | Jan 15, 2026 |
| Maia Wealth LLC | History | Reduced | 22,485 | 2,430 | 0.41% | 0.51% | 599 | -5,613 | -19.98% | Q4 2025 | Feb 17, 2026 |
| Apollon Financial, LLC | History | Added to | 22,687 | 2,429 | 0.35% | 0.36% | 600 | +2,251 | 11.01% | Q4 2025 | Jan 22, 2026 |
| Safir Wealth Advisors, LLC | History | No change | 22,614 | 2,422 | 1.7% | 1.7% | 601 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 22,524 | 2,412 | 0.84% | 1.08% | 602 | -6,201 | -21.59% | Q4 2025 | Feb 10, 2026 |
| Procyon Advisors, LLC | History | Added to | 22,522 | 2,412 | 0.12% | 0.14% | 603 | +663 | 3.03% | Q4 2025 | Jan 07, 2026 |
| SIMPLEX TRADING, LLC | History | New | 22,387 | 2,397 | 0.0% | — | 604 | +22,387 | New | Q4 2025 | Feb 11, 2026 |
| Independent Advisor Alliance | History | Added to | 22,366 | 2,395 | 0.06% | 0.06% | 605 | +481 | 2.2% | Q4 2025 | Feb 04, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 22,157 | 2,385 | 0.8% | 0.73% | 606 | +2,870 | 14.88% | Q4 2025 | Feb 10, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 22,159 | 2,373 | 0.74% | 0.73% | 607 | +187 | 0.85% | Q4 2025 | Jan 15, 2026 |
| Centennial Bank/AR/ | History | Added to | 22,127 | 2,370 | 0.94% | 0.76% | 608 | +4,016 | 22.17% | Q4 2025 | Feb 17, 2026 |
| CV Advisors LLC | History | Added to | 21,855 | 2,340 | 0.6% | 0.49% | 609 | +5,115 | 30.56% | Q4 2025 | Jan 20, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 21,782 | 2,333 | 0.39% | 1.24% | 610 | -47,836 | -68.71% | Q4 2025 | Feb 17, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Added to | 21,744 | 2,328 | 0.92% | 0.63% | 611 | +876 | 4.2% | Q4 2025 | Feb 11, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 21,700 | 2,324 | 0.73% | 0.61% | 612 | +4,579 | 26.74% | Q4 2025 | Jan 07, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 21,682 | 2,322 | 0.25% | 0.25% | 613 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 21,628 | 2,316 | 0.09% | 0.01% | 614 | +20,076 | 1293.56% | Q4 2025 | Feb 04, 2026 |
| OPAL CAPITAL LLC | History | New | 30,487 | 2,306 | 0.58% | — | 615 | +30,487 | New | Q4 2025 | Feb 17, 2026 |
| MKD WEALTH COACHES, LLC | History | Added to | 21,441 | 2,296 | 2.3% | 2.26% | 616 | +142 | 0.67% | Q4 2025 | Jan 12, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 21,306 | 2,282 | 0.47% | 0.46% | 617 | +683 | 3.31% | Q4 2025 | Jan 15, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 21,096 | 2,259 | 0.25% | 0.27% | 618 | +206 | 0.99% | Q4 2025 | Feb 17, 2026 |
| SWS Partners | History | Added to | 210,278 | 2,252 | 0.54% | 0.54% | 619 | +189,383 | 906.36% | Q4 2025 | Jan 16, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 20,855 | 2,248 | 0.35% | 0.36% | 620 | +158 | 0.76% | Q4 2025 | Feb 02, 2026 |
| SMART Wealth LLC | History | Added to | 20,928 | 2,241 | 0.68% | 0.73% | 621 | +2,691 | 14.76% | Q4 2025 | Jan 26, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 20,775 | 2,225 | 0.3% | 0.28% | 622 | +2,631 | 14.5% | Q4 2025 | Jan 14, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 20,637 | 2,225 | 0.99% | 1.04% | 623 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 20,661 | 2,213 | 0.4% | 0.23% | 624 | +9,085 | 78.48% | Q4 2025 | Jan 12, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | New | 20,576 | 2,203 | 0.3% | — | 625 | +20,576 | New | Q4 2025 | Feb 12, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 20,556 | 2,201 | 0.37% | 0.41% | 626 | -573 | -2.71% | Q4 2025 | Jan 12, 2026 |
| Cynosure Group, LLC | History | New | 20,544 | 2,200 | 0.22% | — | 627 | +20,544 | New | Q4 2025 | Feb 17, 2026 |
| Crumly & Associates Inc. | History | Added to | 20,482 | 2,193 | 0.46% | 0.47% | 628 | +118 | 0.58% | Q4 2025 | Jan 14, 2026 |
| PHILADELPHIA TRUST CO | History | Reduced | 20,289 | 2,173 | 0.15% | 0.15% | 629 | -265 | -1.29% | Q4 2025 | Feb 12, 2026 |
| LPWM LLC | History | Reduced | 20,276 | 2,171 | 0.55% | 0.62% | 630 | -1,412 | -6.51% | Q4 2025 | Jan 06, 2026 |
| Vantage Point Financial LLC | History | New | 20,237 | 2,167 | 0.78% | — | 631 | +20,237 | New | Q4 2025 | Feb 02, 2026 |
| Maridea Wealth Management LLC | History | Added to | 20,232 | 2,167 | 0.33% | 0.33% | 632 | +375 | 1.89% | Q4 2025 | Jan 08, 2026 |
| Tenzing Financial LLC | History | New | 20,217 | 2,165 | 1.76% | — | 633 | +20,217 | New | Q4 2025 | Feb 13, 2026 |
| FLP Wealth Management, LLC | History | Reduced | 7,391 | 2,163 | 5.1% | 4.66% | 634 | -8,138 | -52.41% | Q4 2025 | Jan 20, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 20,151 | 2,158 | 0.1% | 0.1% | 635 | +1,095 | 5.75% | Q4 2025 | Jan 20, 2026 |
| Mutual Advisors, LLC | History | Added to | 20,115 | 2,154 | 0.05% | 0.04% | 636 | +1,256 | 6.66% | Q4 2025 | Feb 02, 2026 |
| DORVAL Corp | History | Added to | 20,003 | 2,142 | 0.68% | 0.61% | 637 | +2,637 | 15.18% | Q4 2025 | Jan 26, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 19,952 | 2,137 | 0.15% | 0.18% | 638 | -1,303 | -6.13% | Q4 2025 | Jan 26, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 19,854 | 2,126 | 0.14% | 0.13% | 639 | +1,606 | 8.8% | Q4 2025 | Feb 18, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 19,811 | 2,121 | 0.06% | 0.06% | 640 | +684 | 3.58% | Q4 2025 | Jan 16, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 19,774 | 2,117 | 0.25% | 0.25% | 641 | +222 | 1.14% | Q4 2025 | Feb 03, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 19,620 | 2,112 | 0.27% | 0.28% | 642 | -92 | -0.47% | Q4 2025 | Jan 14, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 19,542 | 2,093 | 0.12% | 0.17% | 643 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Patten Group, Inc. | History | Reduced | 19,524 | 2,091 | 0.39% | 0.45% | 644 | -2,391 | -10.91% | Q4 2025 | Jan 23, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Reduced | 19,468 | 2,085 | 0.73% | 0.76% | 645 | -262 | -1.33% | Q4 2025 | Feb 17, 2026 |
| Mattson Financial Services, LLC | History | Added to | 19,454 | 2,083 | 0.49% | 0.39% | 646 | +4,096 | 26.67% | Q4 2025 | Feb 12, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 19,244 | 2,061 | 0.11% | 0.11% | 647 | +280 | 1.48% | Q4 2025 | Feb 17, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | New | 19,031 | 2,057 | 1.99% | — | 649 | +19,031 | New | Q4 2025 | Feb 13, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 19,207 | 2,057 | 0.39% | 0.35% | 648 | +2,389 | 14.21% | Q4 2025 | Jan 26, 2026 |
| StoneX Group Inc. | History | Added to | 19,213 | 2,056 | 0.09% | 0.06% | 650 | +7,127 | 58.97% | Q4 2025 | Feb 12, 2026 |
| SYKON CAPITAL LLC | History | Added to | 19,179 | 2,054 | 0.66% | 0.23% | 651 | +12,665 | 194.43% | Q4 2025 | Feb 12, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 19,046 | 2,040 | 0.83% | 0.8% | 652 | +1,188 | 6.65% | Q4 2025 | Feb 09, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 19,005 | 2,035 | 0.1% | 0.1% | 653 | +1,154 | 6.46% | Q4 2025 | Feb 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 18,956 | 2,030 | 0.11% | 0.11% | 654 | +1,281 | 7.25% | Q4 2025 | Jan 20, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 18,912 | 2,025 | 0.43% | 0.46% | 655 | -418 | -2.16% | Q4 2025 | Jan 05, 2026 |
| Madison Wealth Partners, Inc | History | Reduced | 18,710 | 2,004 | 0.37% | 0.4% | 656 | -513 | -2.67% | Q4 2025 | Feb 10, 2026 |
| KWMG, LLC | History | Reduced | 18,694 | 2,002 | 0.17% | 0.2% | 657 | -2,643 | -12.39% | Q4 2025 | Jan 16, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 18,682 | 2,001 | 0.69% | 0.55% | 658 | +4,655 | 33.19% | Q4 2025 | Jan 27, 2026 |
| Running Point Capital Advisors, LLC | History | Added to | 18,426 | 1,973 | 0.54% | 0.5% | 659 | +944 | 5.4% | Q4 2025 | Feb 17, 2026 |
| Calamos Wealth Management LLC | History | Added to | 18,394 | 1,970 | 0.07% | 0.02% | 660 | +13,027 | 242.72% | Q4 2025 | Jan 29, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 18,220 | 1,951 | 0.88% | 0.93% | 661 | +194 | 1.08% | Q4 2025 | Jan 26, 2026 |
| Lansing Street Advisors | History | Reduced | 18,150 | 1,944 | 0.5% | 0.53% | 662 | -649 | -3.45% | Q4 2025 | Jan 26, 2026 |
| Claro Advisors Inc. | History | Added to | 18,138 | 1,942 | 0.26% | 0.24% | 663 | +2,383 | 15.13% | Q4 2025 | Feb 17, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 18,080 | 1,936 | 0.13% | 0.15% | 664 | -2,003 | -9.97% | Q4 2025 | Jan 27, 2026 |
| Ballentine Partners, LLC | History | Added to | 17,985 | 1,926 | 0.03% | 0.03% | 665 | +674 | 3.89% | Q4 2025 | Feb 03, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 17,920 | 1,919 | 1.0% | 1.24% | 666 | -4,974 | -21.73% | Q4 2025 | Jan 23, 2026 |
| NDWM LLC | History | Reduced | 17,857 | 1,912 | 1.27% | 1.37% | 667 | -1,119 | -5.9% | Q4 2025 | Feb 05, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 17,803 | 1,906 | 0.32% | 0.37% | 668 | -152 | -0.85% | Q4 2025 | Jan 29, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 17,768 | 1,903 | 0.02% | 0.06% | 669 | -28,986 | -62.0% | Q4 2025 | Feb 05, 2026 |
| Synergy Investment Management, LLC | History | Added to | 17,683 | 1,894 | 0.67% | 0.67% | 670 | +1,253 | 7.63% | Q4 2025 | Feb 06, 2026 |
| MATTERS CAPITAL LLC | History | New | 17,680 | 1,893 | 1.55% | — | 671 | +17,680 | New | Q4 2025 | Feb 17, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 17,594 | 1,884 | 0.02% | 0.02% | 672 | +1,383 | 8.53% | Q4 2025 | Feb 05, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 17,575 | 1,882 | 0.26% | 0.32% | 673 | -3,637 | -17.15% | Q4 2025 | Jan 23, 2026 |
| Sequent Planning LLC | History | Added to | 17,569 | 1,881 | 0.48% | 0.4% | 674 | +4,471 | 34.13% | Q4 2025 | Feb 05, 2026 |
| Saxony Capital Management, LLC | History | New | 17,529 | 1,877 | 1.15% | — | 675 | +17,529 | New | Q4 2025 | Jan 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 17,521 | 1,876 | 0.09% | 0.09% | 676 | -1,477 | -7.77% | Q4 2025 | Jan 21, 2026 |
| Midwest Financial Group LLC | History | Added to | 17,513 | 1,875 | 0.83% | 0.74% | 677 | +2,938 | 20.16% | Q4 2025 | Jan 20, 2026 |
| Alhambra Investment Management LLC | History | Added to | 17,410 | 1,864 | 0.87% | 0.84% | 678 | +779 | 4.68% | Q4 2025 | Jan 15, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 17,401 | 1,863 | 0.54% | 0.54% | 679 | +178 | 1.03% | Q4 2025 | Feb 09, 2026 |
| Pearl Planning LLC | History | New | 17,348 | 1,858 | 1.14% | — | 680 | +17,348 | New | Q4 2025 | Feb 03, 2026 |
| MY Wealth Management Inc. | History | Reduced | 17,182 | 1,840 | 1.6% | 1.93% | 681 | -3,479 | -16.84% | Q4 2025 | Feb 10, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 17,005 | 1,821 | 0.14% | 0.12% | 682 | -109 | -0.64% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 16,957 | 1,816 | 0.03% | 0.03% | 683 | -4 | -0.02% | Q4 2025 | Jan 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 19,080 | 1,785 | 0.04% | 0.03% | 684 | +2,122 | 12.51% | Q4 2025 | Feb 11, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 16,636 | 1,781 | 0.81% | 0.85% | 685 | -40 | -0.24% | Q4 2025 | Jan 16, 2026 |
| Financial Partners Group, Inc | History | Added to | 16,451 | 1,774 | 0.21% | 0.16% | 686 | +4,184 | 34.11% | Q4 2025 | Feb 03, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 16,546 | 1,772 | 0.19% | 0.2% | 687 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 16,493 | 1,766 | 0.06% | 0.05% | 688 | +3,142 | 23.53% | Q4 2025 | Feb 04, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 16,494 | 1,766 | 1.12% | 1.17% | 689 | -162 | -0.97% | Q4 2025 | Jan 07, 2026 |
| White & Co Financial Planning Inc | History | No change | 16,430 | 1,759 | 1.32% | 1.32% | 690 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 16,354 | 1,751 | 0.53% | 0.55% | 691 | -148 | -0.9% | Q4 2025 | Jan 27, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 16,340 | 1,750 | 0.53% | 0.6% | 692 | -455 | -2.71% | Q4 2025 | Jan 29, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 16,307 | 1,746 | 0.1% | 0.09% | 693 | +1,223 | 8.11% | Q4 2025 | Jan 20, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 16,294 | 1,745 | 0.11% | 0.11% | 695 | +964 | 6.29% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Investment Partners, LLC | History | Reduced | 16,300 | 1,745 | 0.07% | 0.07% | 694 | -231 | -1.4% | Q4 2025 | Jan 29, 2026 |
| Breakwater Capital Group | History | Added to | 16,256 | 1,741 | 0.24% | 0.25% | 696 | +76 | 0.47% | Q4 2025 | Jan 09, 2026 |
| Keystone Wealth Services, LLC | History | Reduced | 16,171 | 1,732 | 0.36% | 0.39% | 697 | -725 | -4.29% | Q4 2025 | Jan 26, 2026 |
| Hamilton Wealth, LLC | History | Added to | 16,155 | 1,730 | 0.33% | 0.3% | 698 | +2,728 | 20.32% | Q4 2025 | Feb 19, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Added to | 16,153 | 1,730 | 1.15% | 1.18% | 699 | +5 | 0.03% | Q4 2025 | Feb 09, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 16,150 | 1,729 | 0.5% | 0.42% | 700 | +3,473 | 27.4% | Q4 2025 | Feb 11, 2026 |
| Vericrest Private Wealth | History | New | 16,087 | 1,723 | 1.53% | — | 701 | +16,087 | New | Q4 2025 | Mar 12, 2026 |
| SPINNAKER TRUST | History | No change | 16,041 | 1,718 | 0.09% | 0.09% | 702 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PFG Advisors | History | Added to | 16,035 | 1,717 | 0.08% | 0.06% | 703 | +3,359 | 26.5% | Q4 2025 | Jan 27, 2026 |
| FC Advisory LLC | History | Added to | 15,968 | 1,710 | 0.49% | 0.49% | 704 | +282 | 1.8% | Q4 2025 | Jan 13, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 15,938 | 1,707 | 0.25% | 0.25% | 705 | +1,181 | 8.0% | Q4 2025 | Feb 09, 2026 |
| Paladin Wealth, LLC | History | Added to | 15,934 | 1,706 | 1.16% | 0.79% | 706 | +5,638 | 54.76% | Q4 2025 | Jan 15, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | New | 15,882 | 1,701 | 0.95% | — | 707 | +15,882 | New | Q4 2025 | Feb 17, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 15,872 | 1,700 | 0.71% | 0.63% | 708 | +2,319 | 17.11% | Q4 2025 | Feb 03, 2026 |
| Hudson Oak Wealth Advisory LLC | History | New | 15,761 | 1,688 | 1.49% | — | 709 | +15,761 | New | Q4 2025 | Jan 23, 2026 |
| TSG Advice Partners, LLC | History | New | 15,738 | 1,685 | 0.26% | — | 710 | +15,738 | New | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 15,685 | 1,680 | 0.15% | 0.14% | 711 | +708 | 4.73% | Q4 2025 | Jan 26, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 15,649 | 1,676 | 0.37% | — | 713 | +15,649 | New | Q4 2025 | Feb 18, 2026 |
| TODD ASSET MANAGEMENT LLC | History | New | 15,648 | 1,676 | 0.03% | — | 712 | +15,648 | New | Q4 2025 | Feb 09, 2026 |
| CORE WEALTH ADVISORS, LLC | History | New | 15,636 | 1,674 | 1.32% | — | 714 | +15,636 | New | Q4 2025 | Feb 10, 2026 |
| Cypress Capital Group | History | Added to | 15,600 | 1,670 | 0.19% | 0.18% | 715 | +1,400 | 9.86% | Q4 2025 | Feb 11, 2026 |
| RCS Financial Planning, LLC | History | Added to | 15,488 | 1,658 | 0.71% | 0.58% | 716 | +3,241 | 26.46% | Q4 2025 | Jan 15, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 15,476 | 1,657 | 0.38% | 0.42% | 717 | -987 | -6.0% | Q4 2025 | Jan 06, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 15,447 | 1,654 | 1.43% | 1.5% | 718 | +603 | 4.06% | Q4 2025 | Feb 17, 2026 |
| Chatterton & Associates Inc. | History | New | 15,323 | 1,641 | 1.41% | — | 719 | +15,323 | New | Q4 2025 | Jan 20, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 15,241 | 1,632 | 0.09% | 0.11% | 720 | -3,285 | -17.73% | Q4 2025 | Mar 04, 2026 |
| XY Planning Network, Inc. | History | Added to | 15,195 | 1,627 | 0.28% | 0.38% | 722 | +4,625 | 43.76% | Q4 2025 | Jan 26, 2026 |
| AlphaCore Capital LLC | History | Added to | 15,191 | 1,627 | 0.04% | 0.05% | 721 | +113 | 0.75% | Q4 2025 | Feb 05, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 15,140 | 1,621 | 0.46% | 0.5% | 723 | -275 | -1.78% | Q4 2025 | Feb 10, 2026 |
| LongView Wealth Management | History | Added to | 15,068 | 1,620 | 0.39% | 0.32% | 724 | +3,951 | 35.54% | Q4 2025 | Jan 13, 2026 |
| Advisory Alpha, LLC | History | Reduced | 15,039 | 1,610 | 0.04% | 0.05% | 725 | -677 | -4.31% | Q4 2025 | Feb 06, 2026 |
| United Advisor Group, LLC | History | Added to | 15,030 | 1,609 | 0.2% | 0.2% | 727 | +1,008 | 7.19% | Q4 2025 | Jan 26, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Reduced | 15,025 | 1,609 | 0.23% | 0.23% | 726 | -105 | -0.69% | Q4 2025 | Feb 17, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 14,998 | 1,606 | 0.03% | 0.03% | 728 | +129 | 0.87% | Q4 2025 | Feb 13, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 14,902 | 1,596 | 0.26% | 0.28% | 729 | -1,030 | -6.46% | Q4 2025 | Jan 07, 2026 |
| M Holdings Securities, Inc. | History | Added to | 14,882 | 1,594 | 0.11% | 0.28% | 730 | +2,645 | 21.61% | Q4 2025 | Feb 11, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 14,819 | 1,587 | 0.31% | 0.32% | 731 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| INVESTED ADVISORS | History | Reduced | 14,786 | 1,583 | 1.64% | 3.42% | 732 | -7,343 | -33.18% | Q4 2025 | Jan 26, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 14,620 | 1,565 | 0.32% | 0.34% | 733 | -268 | -1.8% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 14,547 | 1,558 | 0.11% | 0.08% | 734 | +5,078 | 53.63% | Q4 2025 | Feb 02, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 14,551 | 1,558 | 0.45% | 0.45% | 736 | +968 | 7.13% | Q4 2025 | Jan 20, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 14,551 | 1,558 | 0.1% | 0.11% | 735 | -661 | -4.35% | Q4 2025 | Jan 16, 2026 |
| W ADVISORS, LLC | History | Added to | 14,525 | 1,555 | 0.78% | 0.48% | 737 | +6,005 | 70.48% | Q4 2025 | Feb 13, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Reduced | 14,495 | 1,554 | 0.26% | 0.28% | 738 | -1,129 | -7.23% | Q4 2025 | Feb 13, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 14,343 | 1,536 | 0.12% | 0.11% | 739 | -658 | -4.39% | Q4 2025 | Feb 11, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | New | 14,310 | 1,532 | 0.6% | — | 740 | +14,310 | New | Q4 2025 | Jan 15, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 14,305 | 1,532 | 0.26% | — | 741 | +14,305 | New | Q4 2025 | Feb 12, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Added to | 14,245 | 1,525 | 0.87% | 0.87% | 742 | +414 | 2.99% | Q4 2025 | Jan 15, 2026 |
| Cannon Advisors, Inc. | History | Reduced | 14,140 | 1,523 | 1.07% | 1.13% | 743 | -1,467 | -9.4% | Q4 2025 | Jan 15, 2026 |
| HMS Capital Management, LLC | History | Added to | 14,198 | 1,520 | 0.63% | 0.6% | 745 | +790 | 5.89% | Q4 2025 | Jan 16, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 14,200 | 1,520 | 0.55% | 0.56% | 744 | -55 | -0.39% | Q4 2025 | Jan 26, 2026 |
| NWAM LLC | History | Reduced | 14,103 | 1,514 | 0.08% | 0.12% | 746 | -7,377 | -34.34% | Q4 2025 | Feb 04, 2026 |
| Point72 Asset Management, L.P. | History | New | 13,917 | 1,490 | 0.0% | — | 747 | +13,917 | New | Q4 2025 | Feb 17, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 13,889 | 1,487 | 0.09% | 0.09% | 748 | +734 | 5.58% | Q4 2025 | Jan 22, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 13,875 | 1,486 | 0.05% | 0.04% | 749 | +3,240 | 30.47% | Q4 2025 | Jan 28, 2026 |
| RiverFront Investment Group, LLC | History | No change | 13,778 | 1,475 | 0.02% | 0.03% | 750 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Coastline Trust Co | History | Reduced | 13,766 | 1,474 | 0.14% | 0.24% | 751 | -7,160 | -34.22% | Q4 2025 | Jan 05, 2026 |
| LeConte Wealth Management, LLC | History | Added to | 13,696 | 1,466 | 0.96% | 0.83% | 752 | +2,080 | 17.91% | Q4 2025 | Jan 15, 2026 |
| Passive Capital Management, LLC. | History | Added to | 13,649 | 1,461 | 0.46% | 0.47% | 753 | +14 | 0.1% | Q4 2025 | Feb 05, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 13,568 | 1,453 | 0.26% | 0.28% | 754 | -1,142 | -7.76% | Q4 2025 | Jan 15, 2026 |
| Eagle Strategies LLC | History | Added to | 13,533 | 1,449 | 0.19% | 0.19% | 755 | +421 | 3.21% | Q4 2025 | Jan 23, 2026 |
| Peak Wealth Management LLC | History | New | 13,526 | 1,448 | 1.21% | — | 756 | +13,526 | New | Q4 2025 | Feb 04, 2026 |
| Cooksen Wealth, LLC | History | Reduced | 13,473 | 1,443 | 1.06% | 1.14% | 757 | -910 | -6.33% | Q4 2025 | Jan 20, 2026 |
| TPG Advisors LLC | History | No change | 13,398 | 1,435 | 0.89% | 0.94% | 758 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SOL Capital Management CO | History | Reduced | 13,340 | 1,429 | 0.13% | 0.16% | 759 | -3,425 | -20.43% | Q4 2025 | Jan 30, 2026 |
| Columbia Bank | History | Reduced | 13,349 | 1,429 | 0.4% | 0.42% | 760 | -670 | -4.78% | Q4 2025 | Feb 13, 2026 |
| Elk River Wealth Management LLC | History | Added to | 13,324 | 1,427 | 0.23% | 0.07% | 761 | +8,991 | 207.5% | Q4 2025 | Feb 06, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Reduced | 13,261 | 1,420 | 1.13% | 1.4% | 762 | -3,159 | -19.24% | Q4 2025 | Jan 16, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 13,226 | 1,416 | 0.07% | 0.07% | 763 | -438 | -3.21% | Q4 2025 | Feb 13, 2026 |
| Rooted Wealth Advisors, Inc. | History | Reduced | 13,119 | 1,411 | 0.4% | 0.44% | 764 | -410 | -3.03% | Q4 2025 | Feb 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 13,163 | 1,409 | 0.0% | 0.0% | 765 | -9,262 | -41.3% | Q4 2025 | Feb 17, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 13,148 | 1,408 | 0.16% | 0.16% | 766 | +156 | 1.2% | Q4 2025 | Jan 14, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 13,150 | 1,408 | 0.32% | 0.3% | 767 | +79 | 0.6% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 13,116 | 1,404 | 0.41% | 0.41% | 768 | +217 | 1.68% | Q4 2025 | Jan 22, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Reduced | 13,065 | 1,399 | 0.09% | 0.1% | 769 | -602 | -4.4% | Q4 2025 | Jan 27, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 12,971 | 1,389 | 0.07% | 0.06% | 770 | +5,355 | 70.31% | Q4 2025 | Feb 12, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 12,857 | 1,377 | 0.09% | 0.09% | 771 | +666 | 5.46% | Q4 2025 | Feb 03, 2026 |
| Sage Financial Management Group, Inc. | History | Reduced | 12,852 | 1,376 | 0.42% | 0.45% | 772 | -420 | -3.16% | Q4 2025 | Feb 05, 2026 |
| ProVise Management Group, LLC | History | Reduced | 12,808 | 1,371 | 0.1% | 0.1% | 773 | -92 | -0.71% | Q4 2025 | Jan 29, 2026 |
| Garner Asset Management Corp | History | Added to | 12,796 | 1,370 | 0.53% | 0.27% | 775 | +6,479 | 102.56% | Q4 2025 | Feb 03, 2026 |
| Neuberger Berman Group LLC | History | Added to | 12,795 | 1,370 | 0.0% | 0.0% | 774 | +1,044 | 8.88% | Q4 2025 | Feb 13, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 12,749 | 1,365 | 0.2% | 0.23% | 776 | -1,024 | -7.43% | Q4 2025 | Jan 23, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 12,559 | 1,352 | 0.55% | 0.5% | 777 | +1,557 | 14.15% | Q4 2025 | Feb 11, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 12,601 | 1,349 | 0.04% | 0.04% | 778 | +1,110 | 9.66% | Q4 2025 | Jan 21, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 12,551 | 1,344 | 0.4% | 0.42% | 779 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 12,529 | 1,341 | 0.39% | — | 780 | +12,529 | New | Q4 2025 | Mar 19, 2026 |
| Dorato Capital Management | History | New | 12,316 | 1,327 | 1.0% | — | 781 | +12,316 | New | Q4 2025 | Jan 16, 2026 |
| Keystone Financial Services | History | Added to | 12,344 | 1,322 | 0.4% | 0.4% | 782 | +229 | 1.89% | Q4 2025 | Feb 12, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 12,342 | 1,321 | 0.43% | 0.53% | 783 | -2,654 | -17.7% | Q4 2025 | Jan 27, 2026 |
| Falcon Wealth Planning | History | Added to | 12,330 | 1,320 | 0.11% | 0.09% | 784 | +3,183 | 34.8% | Q4 2025 | Feb 03, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 12,250 | 1,312 | 0.75% | 0.69% | 785 | +975 | 8.65% | Q4 2025 | Feb 12, 2026 |
| Yardley Wealth Management LLC | History | Reduced | 12,258 | 1,312 | 0.7% | 0.73% | 786 | -10 | -0.08% | Q4 2025 | Feb 05, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 12,221 | 1,308 | 0.36% | 0.28% | 789 | +3,587 | 41.55% | Q4 2025 | Jan 14, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 12,217 | 1,308 | 0.12% | 0.12% | 788 | -20 | -0.16% | Q4 2025 | Jan 12, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 12,215 | 1,308 | 0.41% | 0.46% | 787 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 12,145 | 1,300 | 0.76% | 0.81% | 790 | -924 | -7.07% | Q4 2025 | Jan 21, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 12,105 | 1,296 | 0.17% | 0.17% | 791 | +725 | 6.37% | Q4 2025 | Jan 30, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | Added to | 12,097 | 1,295 | 0.38% | 0.21% | 792 | +5,640 | 87.35% | Q4 2025 | Feb 13, 2026 |
| MYECFO, LLC | History | Reduced | 11,953 | 1,280 | 0.54% | 0.62% | 793 | -800 | -6.27% | Q4 2025 | Jan 12, 2026 |
| Xena Financial Planning, LLC | History | New | 11,918 | 1,276 | 1.5% | — | 794 | +11,918 | New | Q4 2025 | Jan 15, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | No change | 11,896 | 1,274 | 0.16% | 0.16% | 795 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Family Capital Management, Inc. | History | Added to | 11,828 | 1,266 | 0.56% | 0.52% | 796 | +1,522 | 14.77% | Q4 2025 | Jan 27, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Reduced | 11,778 | 1,261 | 0.31% | 0.33% | 797 | -10 | -0.08% | Q4 2025 | Feb 17, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 11,761 | 1,259 | 0.09% | 0.08% | 798 | +88 | 0.75% | Q4 2025 | Jan 14, 2026 |
| Florin Court Capital LLP | History | Added to | 11,700 | 1,253 | 1.74% | 0.47% | 799 | +6,100 | 108.93% | Q4 2025 | Feb 05, 2026 |
| Brucke Financial, Inc. | History | Reduced | 11,706 | 1,253 | 0.68% | 0.75% | 800 | -215 | -1.8% | Q4 2025 | Jan 12, 2026 |