VANGUARD SCOTTSDALE FUNDS - VGIT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 77,294,138 | 4,632,237 | 0.29% | 0.26% | 1 | +5,493,522 | 7.65% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 51,409,296 | 3,080,959 | 0.22% | 0.2% | 2 | +1,647,700 | 3.31% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 22,609,003 | 1,354,957 | 0.08% | 0.07% | 3 | +2,778,949 | 14.01% | Q4 2025 | Feb 13, 2026 |
| Employees Retirement System of Texas | History | Reduced | 22,211,000 | 1,331,105 | 10.84% | 11.45% | 4 | -1,664,000 | -6.97% | Q4 2025 | Feb 09, 2026 |
| Empower Advisory Group, LLC | History | Added to | 21,891,841 | 1,311,978 | 3.54% | 3.4% | 5 | +1,464,575 | 7.17% | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 17,856,346 | 1,070,130 | 0.77% | 0.75% | 6 | +1,399,393 | 8.5% | Q4 2025 | Feb 17, 2026 |
| SCS Capital Management LLC | History | Added to | 16,724,645 | 1,002,307 | 10.62% | 9.76% | 7 | +1,805,448 | 12.1% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 12,566,508 | 753,110 | 0.86% | 0.92% | 8 | +3,095,022 | 32.68% | Q4 2025 | Feb 13, 2026 |
| NEPC LLC | History | Added to | 8,137,837 | 487,700 | 10.39% | 10.23% | 9 | +1,665,190 | 25.73% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 7,898,612 | 473,394 | 0.11% | 0.11% | 10 | +161,812 | 2.09% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Reduced | 6,270,129 | 375,768 | 4.25% | 4.75% | 11 | -778,044 | -11.04% | Q4 2025 | Jan 16, 2026 |
| MASECO LLP | History | Added to | 6,133,923 | 367,575 | 16.0% | 17.06% | 12 | +269,774 | 4.6% | Q4 2025 | Jan 22, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 5,612,623 | 336,364 | 5.18% | 6.04% | 13 | +117,358 | 2.14% | Q4 2025 | Feb 17, 2026 |
| Heritage Financial Services, LLC | History | Added to | 5,202,760 | 311,801 | 26.03% | 23.79% | 14 | +793,311 | 17.99% | Q4 2025 | Feb 02, 2026 |
| STATE STREET CORP | History | No change | 4,950,000 | 296,653 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 4,868,362 | 291,760 | 0.01% | 0.02% | 16 | -460,977 | -8.65% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,368,596 | 261,809 | 0.08% | 0.07% | 17 | +532,078 | 13.87% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | Added to | 4,222,061 | 253,024 | 0.37% | 0.37% | 18 | +406,627 | 10.66% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 11,695,594 | 211,773 | 0.29% | 0.29% | 19 | +8,679,152 | 287.73% | Q4 2025 | Mar 09, 2026 |
| Fisher Asset Management, LLC | History | Added to | 3,501,599 | 209,850 | 0.07% | 0.07% | 20 | +69,443 | 2.02% | Q4 2025 | Feb 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,482,985 | 208,735 | 0.04% | 0.03% | 21 | +774,413 | 28.59% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 3,243,319 | 194,372 | 0.03% | 0.03% | 22 | +257,370 | 8.62% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,186,159 | 190,946 | 0.21% | 0.19% | 23 | +431,569 | 15.67% | Q4 2025 | Feb 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 3,106,042 | 186,145 | 2.29% | 2.34% | 24 | +92,729 | 3.08% | Q4 2025 | Jan 26, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,049,542 | 182,759 | 0.06% | 0.06% | 25 | +171,398 | 5.96% | Q4 2025 | Feb 18, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 2,653,141 | 158,923 | 7.33% | 7.03% | 26 | +320,097 | 13.72% | Q4 2025 | Feb 09, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 2,541,497 | 152,311 | 2.3% | 2.23% | 27 | +192,610 | 8.2% | Q4 2025 | Jan 22, 2026 |
| LPL Financial LLC | History | Added to | 2,477,265 | 148,462 | 0.04% | 0.04% | 28 | +469,950 | 23.41% | Q4 2025 | Feb 11, 2026 |
| Foster Group, Inc. | History | Added to | 2,470,628 | 148,064 | 4.48% | 4.41% | 29 | +132,043 | 5.65% | Q4 2025 | Jan 12, 2026 |
| Bangor Savings Bank | History | Added to | 2,050,810 | 122,905 | 9.89% | 9.42% | 30 | +166,223 | 8.82% | Q4 2025 | Jan 16, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 1,822,246 | 109,207 | 1.34% | 4.38% | 31 | -4,607,067 | -71.66% | Q4 2025 | Feb 11, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 1,729,964 | 103,676 | 5.56% | 5.56% | 32 | +52,037 | 3.1% | Q4 2025 | Jan 29, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 1,865,445 | 103,488 | 2.3% | 2.23% | 33 | +232,537 | 14.24% | Q4 2025 | Feb 04, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,609,944 | 96,483 | 0.02% | — | 34 | +1,609,944 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,595,358 | 95,609 | 0.02% | 0.02% | 35 | -20,377 | -1.26% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 1,567,284 | 93,927 | 0.1% | 0.1% | 36 | +84,736 | 5.72% | Q4 2025 | Feb 17, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 1,507,605 | 90,350 | 4.06% | 0.22% | 37 | +1,434,397 | 1959.34% | Q4 2025 | Jan 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 1,488,832 | 89,225 | 1.48% | 1.52% | 38 | +6,609 | 0.45% | Q4 2025 | Jan 28, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 1,476,604 | 88,492 | 1.58% | 0.02% | 39 | +1,461,940 | 9969.59% | Q4 2025 | Jan 16, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 1,457,143 | 87,326 | 1.6% | 1.91% | 40 | -51,570 | -3.42% | Q4 2025 | Jan 28, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 1,423,400 | 85,304 | 1.1% | 1.14% | 41 | +19,428 | 1.38% | Q4 2025 | Feb 09, 2026 |
| Tanglewood Wealth Management, Inc. | History | Added to | 1,405,143 | 84,210 | 7.72% | 7.64% | 42 | +35,392 | 2.58% | Q4 2025 | Jan 29, 2026 |
| BURNEY CO/ | History | Added to | 1,318,488 | 79,017 | 2.46% | 2.42% | 43 | +53,200 | 4.2% | Q4 2025 | Jan 23, 2026 |
| CITIGROUP INC | History | Added to | 1,307,855 | 78,379 | 0.03% | 0.03% | 44 | +282,625 | 27.57% | Q4 2025 | Feb 13, 2026 |
| Retirement Systems of Alabama | History | Added to | 1,269,160 | 76,060 | 0.25% | 0.17% | 45 | +422,445 | 49.89% | Q4 2025 | Jan 15, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 1,206,289 | 72,292 | 2.52% | 2.39% | 46 | +77,447 | 6.86% | Q4 2025 | Feb 12, 2026 |
| Miller Investment Management, LP | History | Added to | 1,190,950 | 71,373 | 6.97% | 0.13% | 47 | +1,168,632 | 5236.28% | Q4 2025 | Feb 11, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 1,117,525 | 66,973 | 8.05% | 7.77% | 48 | +88,859 | 8.64% | Q4 2025 | Jan 20, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 1,090,511 | 65,354 | 9.11% | 8.76% | 49 | +73,517 | 7.23% | Q4 2025 | Jan 27, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 1,088,041 | 65,206 | 4.26% | 4.18% | 50 | +97,007 | 9.79% | Q4 2025 | Feb 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,084,083 | 64,969 | 0.09% | 0.09% | 51 | -6,871 | -0.63% | Q4 2025 | Feb 02, 2026 |
| LIBRA WEALTH LLC | History | Added to | 1,054,707 | 63,208 | 17.68% | 17.66% | 52 | +75,150 | 7.67% | Q4 2025 | Jan 28, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,044,923 | 62,622 | 1.03% | 1.09% | 53 | +7,932 | 0.76% | Q4 2025 | Feb 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,039,227 | 62,280 | 0.01% | — | 54 | +1,039,227 | New | Q4 2025 | Feb 13, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 935,060 | 56,038 | 8.82% | 8.07% | 55 | +118,929 | 14.57% | Q4 2025 | Jan 14, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 907,478 | 54,385 | 4.56% | 4.66% | 56 | +13,048 | 1.46% | Q4 2025 | Feb 03, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 843,892 | 50,574 | 0.87% | 0.92% | 57 | -262,356 | -23.72% | Q4 2025 | Feb 17, 2026 |
| Opus Capital Group, LLC | History | Added to | 806,875 | 48,356 | 5.24% | 5.22% | 58 | +33,504 | 4.33% | Q4 2025 | Jan 30, 2026 |
| Jordan Park Group LLC | History | Reduced | 804,601 | 48,219 | 2.79% | 3.03% | 59 | -80,933 | -9.14% | Q4 2025 | Feb 10, 2026 |
| AlphaQuest LLC | History | Added to | 803,838 | 48,174 | 2.7% | 0.42% | 60 | +695,732 | 643.56% | Q4 2025 | Feb 09, 2026 |
| Cliffwater LLC | History | No change | 772,030 | 46,267 | 9.71% | 9.76% | 61 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 745,978 | 44,706 | 0.0% | 0.0% | 62 | +72,459 | 10.76% | Q4 2025 | Jan 29, 2026 |
| Oakworth Capital, Inc. | History | Added to | 740,593 | 44,383 | 2.42% | 2.31% | 63 | +74,347 | 11.16% | Q4 2025 | Jan 30, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 739,175 | 44,298 | 0.64% | 0.62% | 64 | +48,647 | 7.04% | Q4 2025 | Feb 09, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 732,852 | 44,000 | 2.28% | 1.12% | 65 | +401,918 | 121.45% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 717,518 | 43,000 | 0.18% | 0.17% | 66 | +100,752 | 16.34% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 715,233 | 42,864 | 0.11% | 0.07% | 67 | +297,086 | 71.05% | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 715,010 | 42,850 | 0.08% | 0.06% | 68 | +201,488 | 39.24% | Q4 2025 | Feb 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 672,994 | 40,332 | 2.54% | 2.52% | 69 | +47,575 | 7.61% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Added to | 668,288 | 40,050 | 0.08% | 0.08% | 70 | +10,249 | 1.56% | Q4 2025 | Jan 23, 2026 |
| Portland Global Advisors LLC | History | Added to | 656,370 | 39,336 | 4.22% | 4.27% | 71 | +19,888 | 3.12% | Q4 2025 | Feb 10, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 647,825 | 38,824 | 2.61% | 2.92% | 72 | -37,243 | -5.44% | Q4 2025 | Jan 13, 2026 |
| Savant Capital, LLC | History | Reduced | 646,119 | 38,721 | 0.22% | 0.29% | 73 | -158,437 | -19.69% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 640,448 | 38,382 | 0.18% | 0.17% | 74 | +69,022 | 12.08% | Q4 2025 | Feb 17, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 639,752 | 38,340 | 2.03% | 1.97% | 75 | +68,349 | 11.96% | Q4 2025 | Jan 23, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 637,281 | 38,243 | 3.61% | 3.71% | 76 | +26,850 | 4.4% | Q4 2025 | Jan 22, 2026 |
| Kestra Investment Management, LLC | History | Added to | 623,771 | 37,382 | 0.91% | 0.59% | 77 | +260,346 | 71.64% | Q4 2025 | Feb 09, 2026 |
| MilWealth Group LLC | History | Added to | 616,356 | 36,938 | 8.79% | 8.64% | 78 | +25,550 | 4.32% | Q4 2025 | Feb 02, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 614,025 | 36,798 | 2.29% | 2.13% | 79 | +25,930 | 4.41% | Q4 2025 | Jan 21, 2026 |
| Nova R Wealth, Inc. | History | Added to | 611,475 | 36,645 | 13.36% | 13.64% | 80 | +75,489 | 14.08% | Q4 2025 | Jan 14, 2026 |
| BIRCHBROOK, INC. | History | Added to | 601,274 | 36,034 | 17.97% | 18.23% | 81 | +13,954 | 2.38% | Q4 2025 | Feb 04, 2026 |
| Vident Advisory, LLC | History | Added to | 597,624 | 35,815 | 0.33% | 0.28% | 82 | +108,878 | 22.28% | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 592,605 | 35,516 | 0.05% | 0.05% | 83 | -4,453 | -0.75% | Q4 2025 | Feb 17, 2026 |
| Alaethes Wealth, LLC | History | Added to | 590,611 | 35,395 | 9.96% | 10.02% | 84 | +1,747 | 0.3% | Q4 2025 | Feb 12, 2026 |
| Permanent Capital Management, LP | History | Reduced | 590,480 | 35,387 | 6.89% | 7.86% | 85 | -110,355 | -15.75% | Q4 2025 | Jan 07, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | New | 583,422 | 34,964 | 12.57% | — | 86 | +583,422 | New | Q4 2025 | Jan 21, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 578,081 | 34,707 | 9.58% | 8.42% | 87 | +117,850 | 25.61% | Q4 2025 | Jan 14, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 574,729 | 34,443 | 7.26% | 7.36% | 88 | +10,437 | 1.85% | Q4 2025 | Jan 30, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 572,848 | 34,330 | 0.06% | 0.0% | 89 | +259,816 | 83.0% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 570,261 | 34,233 | 0.06% | 0.07% | 90 | -10,972 | -1.89% | Q4 2025 | Feb 05, 2026 |
| BSW Wealth Partners | History | Added to | 564,060 | 33,804 | 4.06% | 4.04% | 91 | +23,287 | 4.31% | Q4 2025 | Jan 23, 2026 |
| Evergreen Advisors, LLC | History | New | 559,518 | 33,531 | 8.18% | — | 92 | +559,518 | New | Q4 2025 | Feb 05, 2026 |
| Secure Asset Management, LLC | History | Added to | 556,162 | 33,330 | 5.22% | 5.24% | 93 | +26,012 | 4.91% | Q4 2025 | Jan 20, 2026 |
| Emprise Bank | History | Added to | 555,388 | 33,284 | 13.83% | 13.53% | 94 | +33,068 | 6.33% | Q4 2025 | Jan 28, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 546,946 | 32,778 | 1.22% | 0.78% | 95 | +220,882 | 67.74% | Q4 2025 | Feb 13, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 535,142 | 32,071 | 1.17% | 1.18% | 96 | -4,049 | -0.75% | Q4 2025 | Feb 06, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 516,700 | 31,012 | 0.02% | 0.03% | 97 | -128,500 | -19.92% | Q4 2025 | Feb 03, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 509,525 | 30,576 | 3.84% | 3.97% | 98 | +13,475 | 2.72% | Q4 2025 | Jan 14, 2026 |
| BlackRock, Inc. | History | Added to | 506,305 | 30,342 | 0.0% | 0.0% | 99 | +443,552 | 706.82% | Q4 2025 | Feb 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 500,899 | 30,018 | 0.33% | 0.38% | 100 | -61,925 | -11.0% | Q4 2025 | Feb 12, 2026 |
| Roundview Capital LLC | History | Added to | 491,582 | 29,460 | 1.81% | 1.86% | 101 | +2,455 | 0.5% | Q4 2025 | Feb 09, 2026 |
| MATHER GROUP, LLC. | History | Added to | 486,936 | 29,182 | 0.3% | 0.28% | 102 | +27,194 | 5.92% | Q4 2025 | Jan 13, 2026 |
| RKL Wealth Management LLC | History | Added to | 480,188 | 28,777 | 2.36% | 2.36% | 103 | +19,651 | 4.27% | Q4 2025 | Feb 12, 2026 |
| Vise Technologies, Inc. | History | Added to | 475,159 | 28,476 | 0.56% | 0.96% | 104 | +46,576 | 10.87% | Q4 2025 | Feb 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 464,161 | 27,817 | 1.27% | 1.01% | 105 | +99,973 | 27.45% | Q4 2025 | Feb 02, 2026 |
| Mariner, LLC | History | Added to | 456,823 | 27,377 | 0.03% | 0.03% | 106 | +7,379 | 1.64% | Q4 2025 | Feb 13, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 445,355 | 26,908 | 2.46% | 2.46% | 107 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 443,082 | 26,553 | 2.18% | 2.26% | 108 | +5,670 | 1.3% | Q4 2025 | Jan 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 441,503 | 26,459 | 0.0% | 0.0% | 109 | +140,205 | 46.53% | Q4 2025 | Mar 25, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 439,210 | 26,321 | 1.27% | 1.19% | 110 | +26,077 | 6.31% | Q4 2025 | Jan 20, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 437,699 | 26,231 | 10.04% | 9.85% | 111 | +30,784 | 7.57% | Q4 2025 | Jan 30, 2026 |
| Dakota Wealth Management | History | Added to | 436,235 | 26,143 | 0.46% | 0.33% | 112 | +161,689 | 58.89% | Q4 2025 | Jan 13, 2026 |
| Arista Wealth Management, LLC | History | Added to | 435,926 | 26,125 | 3.21% | 3.11% | 113 | +18,900 | 4.53% | Q4 2025 | Feb 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 430,322 | 25,789 | 0.02% | 0.01% | 114 | +111,886 | 35.14% | Q4 2025 | Feb 17, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 413,757 | 24,796 | 5.57% | 4.28% | 115 | +106,525 | 34.67% | Q4 2025 | Jan 14, 2026 |
| Gleason Group, Inc. | History | Reduced | 409,676 | 24,551 | 2.41% | 2.47% | 116 | -209 | -0.05% | Q4 2025 | Jan 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 402,700 | 24,178 | 0.02% | — | 117 | +402,700 | New | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 402,560 | 24,169 | 0.92% | 0.05% | 118 | +389,580 | 3001.39% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 402,734 | 24,135 | 0.04% | 0.04% | 119 | +7,229 | 1.83% | Q4 2025 | Feb 13, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 397,435 | 23,818 | 7.68% | 0.58% | 120 | +338,293 | 572.0% | Q4 2025 | Jan 27, 2026 |
| Russell Investments Group, Ltd. | History | New | 382,828 | 22,942 | 0.02% | — | 121 | +382,828 | New | Q4 2025 | Feb 17, 2026 |
| 25 LLC | History | Added to | 381,449 | 22,860 | 7.25% | 6.68% | 122 | +54,508 | 16.67% | Q4 2025 | Jan 15, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 380,741 | 22,817 | 6.09% | 5.92% | 123 | +22,476 | 6.27% | Q4 2025 | Jan 23, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 378,743 | 22,739 | 0.3% | 0.06% | 124 | +306,297 | 422.79% | Q4 2025 | Feb 03, 2026 |
| Gotham Asset Management, LLC | History | Added to | 378,920 | 22,708 | 0.08% | 0.09% | 125 | +52,615 | 16.12% | Q4 2025 | Feb 17, 2026 |
| Procyon Advisors, LLC | History | Reduced | 372,749 | 22,338 | 1.1% | 1.35% | 126 | -6,989 | -1.84% | Q4 2025 | Jan 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 370,262 | 22,189 | 0.29% | 0.3% | 127 | +28,061 | 8.2% | Q4 2025 | Feb 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 367,745 | 22,038 | 0.15% | 0.16% | 128 | +53,731 | 17.11% | Q4 2025 | Feb 18, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 366,389 | 21,957 | 0.06% | 0.07% | 129 | -8,050 | -2.15% | Q4 2025 | Jan 26, 2026 |
| United Wealth Management, LLC | History | Added to | 363,710 | 21,797 | 5.64% | 5.53% | 130 | +25,436 | 7.52% | Q4 2025 | Feb 11, 2026 |
| Beacon Bank & Trust | History | New | 359,074 | 21,519 | 4.37% | — | 131 | +359,074 | New | Q4 2025 | Feb 17, 2026 |
| WBH ADVISORY INC | History | Reduced | 353,297 | 21,173 | 1.57% | 1.63% | 132 | -1,336 | -0.38% | Q4 2025 | Jan 26, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 350,111 | 20,982 | 2.63% | 2.76% | 133 | -24,878 | -6.63% | Q4 2025 | Jan 29, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 347,634 | 20,834 | 0.18% | 0.15% | 134 | +29,941 | 9.42% | Q4 2025 | Jan 05, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 341,438 | 20,462 | 1.06% | 1.69% | 135 | -184,641 | -35.1% | Q4 2025 | Jan 26, 2026 |
| OneAscent Financial Services LLC | History | Added to | 332,737 | 19,940 | 1.84% | 0.67% | 136 | +241,636 | 265.24% | Q4 2025 | Feb 11, 2026 |
| Addison Advisors LLC | History | Added to | 321,697 | 19,279 | 4.33% | 4.25% | 137 | +16,131 | 5.28% | Q4 2025 | Feb 06, 2026 |
| Modern Wealth Management, LLC | History | Added to | 321,316 | 19,256 | 0.35% | 0.31% | 138 | +61,454 | 23.65% | Q4 2025 | Feb 17, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 319,362 | 19,139 | 2.51% | 2.12% | 139 | +58,819 | 22.58% | Q4 2025 | Jan 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 314,877 | 18,870 | 0.03% | 0.03% | 140 | -25,096 | -7.38% | Q4 2025 | Feb 12, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 311,885 | 18,691 | 3.29% | 3.24% | 141 | +14,316 | 4.81% | Q4 2025 | Jan 15, 2026 |
| Empowered Funds, LLC | History | Added to | 309,133 | 18,526 | 0.31% | 0.15% | 142 | +63,340 | 25.77% | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Added to | 306,101 | 18,345 | 0.05% | 0.05% | 143 | +16,672 | 5.76% | Q4 2025 | Jan 26, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 304,375 | 18,241 | 0.16% | 0.25% | 144 | -167,407 | -35.48% | Q4 2025 | Feb 05, 2026 |
| DORVAL Corp | History | Added to | 302,292 | 18,116 | 5.78% | 3.93% | 145 | +104,547 | 52.87% | Q4 2025 | Jan 26, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 299,511 | 17,949 | 4.29% | 4.17% | 146 | +30,422 | 11.31% | Q4 2025 | Jan 12, 2026 |
| Hassell Wealth Management, LLC | History | Added to | 293,345 | 17,539 | 5.87% | 5.92% | 147 | +9,094 | 3.2% | Q4 2025 | Jan 26, 2026 |
| MAYPORT, LLC | History | Added to | 290,823 | 17,429 | 3.51% | 3.75% | 148 | +2,228 | 0.77% | Q4 2025 | Jan 21, 2026 |
| Roth Financial Partners LLC | History | Added to | 290,720 | 17,422 | 5.75% | 5.79% | 149 | +4,642 | 1.62% | Q4 2025 | Jan 29, 2026 |
| Capital Investment Services of America, Inc. | History | Added to | 288,068 | 17,263 | 1.63% | 1.49% | 150 | +8,112 | 2.9% | Q4 2025 | Jan 29, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 284,677 | 17,060 | 0.84% | 0.7% | 151 | +59,584 | 26.47% | Q4 2025 | Feb 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 281,134 | 16,848 | 0.13% | 0.14% | 152 | +8,000 | 2.93% | Q4 2025 | Jan 14, 2026 |
| Atria Investments, Inc | History | Added to | 280,860 | 16,831 | 0.19% | 0.15% | 153 | +66,547 | 31.05% | Q4 2025 | Feb 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 275,302 | 16,498 | 0.01% | 0.01% | 154 | +9,681 | 3.64% | Q4 2025 | Feb 12, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 271,186 | 16,252 | 5.86% | 5.78% | 155 | +14,492 | 5.65% | Q4 2025 | Jan 14, 2026 |
| OneAscent Investment Solutions LLC | History | Added to | 267,313 | 16,020 | 16.97% | 16.82% | 156 | +3,875 | 1.47% | Q4 2025 | Feb 11, 2026 |
| Longview Financial Advisors LLC | History | Added to | 265,411 | 15,906 | 8.77% | 8.8% | 157 | +11,201 | 4.41% | Q4 2025 | Jan 14, 2026 |
| Aurdan Capital Management, LLC | History | Added to | 261,819 | 15,690 | 4.84% | 4.38% | 158 | +32,649 | 14.25% | Q4 2025 | Jan 12, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 254,784 | 15,269 | 0.28% | 0.28% | 159 | +20,561 | 8.78% | Q4 2025 | Feb 06, 2026 |
| Peirce Capital Management, LLC | History | Added to | 253,571 | 15,196 | 6.05% | 5.96% | 160 | +14,706 | 6.16% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Added to | 250,135 | 14,990 | 0.09% | 0.07% | 161 | +67,244 | 36.77% | Q4 2025 | Feb 13, 2026 |
| Net Worth Advisory Group | History | Added to | 250,021 | 14,983 | 3.03% | 1.83% | 162 | +144,730 | 137.46% | Q4 2025 | Jan 14, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Added to | 249,236 | 14,936 | 0.96% | 0.91% | 163 | +17,121 | 7.38% | Q4 2025 | Jan 07, 2026 |
| BROWN ADVISORY INC | History | Added to | 247,839 | 14,853 | 0.02% | 0.01% | 164 | +124,470 | 100.89% | Q4 2025 | Feb 13, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 247,037 | 14,804 | 2.54% | 2.21% | 165 | +18,737 | 8.21% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 246,375 | 14,765 | 0.16% | 0.22% | 166 | +5,099 | 2.11% | Q4 2025 | Jan 23, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 239,122 | 14,330 | 8.02% | 7.99% | 167 | +6,392 | 2.75% | Q4 2025 | Feb 13, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 237,182 | 14,214 | 2.04% | 1.98% | 168 | -8,356 | -3.4% | Q4 2025 | Feb 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 235,331 | 14,103 | 0.36% | 0.36% | 169 | +800 | 0.34% | Q4 2025 | Jan 07, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 234,390 | 14,068 | 1.24% | 1.17% | 170 | +18,314 | 8.48% | Q4 2025 | Jan 28, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 231,216 | 13,856 | 4.87% | 5.13% | 171 | +28,252 | 13.92% | Q4 2025 | Feb 06, 2026 |
| Wealth Analytics Partners, LLC | History | New | 230,307 | 13,802 | 5.41% | — | 172 | +230,307 | New | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 228,090 | 13,669 | 0.5% | 0.49% | 173 | +22,875 | 11.15% | Q4 2025 | Feb 06, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 226,749 | 13,589 | 0.35% | 0.44% | 174 | -15,078 | -6.24% | Q4 2025 | Feb 02, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 224,047 | 13,427 | 0.55% | 0.57% | 175 | -8,575 | -3.69% | Q4 2025 | Feb 05, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 223,577 | 13,398 | 3.78% | 3.56% | 176 | +20,814 | 10.27% | Q4 2025 | Jan 23, 2026 |
| Friday Financial | History | Added to | 221,641 | 13,282 | 4.68% | 4.62% | 177 | +37,864 | 20.6% | Q4 2025 | Jan 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 220,980 | 13,243 | 0.03% | 0.03% | 178 | +14,883 | 7.22% | Q4 2025 | Feb 13, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 213,111 | 12,771 | 3.64% | 3.54% | 179 | +14,323 | 7.21% | Q4 2025 | Feb 17, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 209,351 | 12,546 | 3.8% | 3.54% | 180 | +28,487 | 15.75% | Q4 2025 | Jan 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 209,018 | 12,526 | 0.02% | 0.02% | 181 | +68,344 | 48.58% | Q4 2025 | Mar 16, 2026 |
| Newport Capital Group, LLC | History | Added to | 205,867 | 12,337 | 7.54% | 7.34% | 182 | +11,361 | 5.84% | Q4 2025 | Feb 13, 2026 |
| Sharp Wealth Advisory, LLC | History | Added to | 205,796 | 12,333 | 6.21% | 6.33% | 183 | +11,964 | 6.17% | Q4 2025 | Jan 16, 2026 |
| Vernal Point Advisors, LLC | History | Reduced | 202,320 | 12,125 | 5.0% | 5.31% | 184 | -2,920 | -1.42% | Q4 2025 | Feb 13, 2026 |
| HOWE & RUSLING INC | History | Added to | 202,108 | 12,112 | 0.8% | 0.75% | 185 | +20,341 | 11.19% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 200,204 | 12,014 | 0.02% | 0.02% | 186 | -3,399 | -1.67% | Q4 2025 | Jan 08, 2026 |
| Cornerstone Planning, LLC | History | New | 194,228 | 11,651 | 2.7% | — | 187 | +194,228 | New | Q4 2025 | Mar 17, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Added to | 193,735 | 11,610 | 4.09% | 4.01% | 188 | +10,306 | 5.62% | Q4 2025 | Feb 17, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 192,368 | 11,528 | 1.97% | 1.94% | 189 | +9,532 | 5.21% | Q4 2025 | Feb 17, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 191,597 | 11,482 | 7.85% | 7.75% | 190 | +13,836 | 7.78% | Q4 2025 | Jan 27, 2026 |
| Aspirean Wealth, LLC | History | New | 188,408 | 11,291 | 12.33% | — | 191 | +188,408 | New | Q4 2025 | Feb 17, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 185,356 | 11,108 | 5.56% | 5.39% | 192 | +22,136 | 13.56% | Q4 2025 | Jan 20, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 185,007 | 11,087 | 0.06% | 0.12% | 193 | -176,881 | -48.88% | Q4 2025 | Jan 29, 2026 |
| HBE Wealth Management, LLC | History | New | 184,961 | 11,084 | 10.43% | — | 194 | +184,961 | New | Q4 2025 | Jan 20, 2026 |
| Souders Financial Advisors | History | Added to | 183,823 | 11,016 | 1.26% | 1.26% | 195 | +7,205 | 4.08% | Q4 2025 | Feb 02, 2026 |
| Financial Architects, LLC | History | New | 180,335 | 10,807 | 5.81% | — | 196 | +180,335 | New | Q4 2025 | Jan 21, 2026 |
| ROGCO, LP | History | Added to | 177,325 | 10,627 | 3.52% | 3.49% | 197 | +12,050 | 7.29% | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 174,965 | 10,485 | 0.01% | 0.01% | 198 | +11,361 | 6.94% | Q4 2025 | Feb 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 174,900 | 10,481 | 0.01% | 0.01% | 199 | +6,992 | 4.16% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 173,939 | 10,424 | 0.06% | 0.06% | 200 | +23,744 | 15.81% | Q4 2025 | Jan 26, 2026 |
| SimpliFi, Inc. | History | New | 173,791 | 10,415 | 4.41% | — | 201 | +173,791 | New | Q4 2025 | Jan 23, 2026 |
| Providence First Trust Co | History | Added to | 170,853 | 10,239 | 3.55% | 3.39% | 202 | +8,151 | 5.01% | Q4 2025 | Feb 03, 2026 |
| Kovitz Investment Group Partners, LLC | History | Reduced | 168,785 | 10,115 | 0.22% | 0.25% | 203 | -888,009 | -84.03% | Q4 2025 | Feb 20, 2026 |
| Hurley Capital, LLC | History | Added to | 166,885 | 10,001 | 5.6% | 4.8% | 204 | +24,620 | 17.31% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 163,906 | 9,822 | 0.05% | 0.05% | 205 | +6,939 | 4.42% | Q4 2025 | Feb 12, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 162,303 | 9,726 | 2.19% | 2.29% | 206 | +57 | 0.04% | Q4 2025 | Jan 12, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 162,276 | 9,725 | 0.57% | 0.58% | 207 | +1,289 | 0.8% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 161,026 | 9,650 | 0.17% | 0.16% | 208 | +12,494 | 8.41% | Q4 2025 | Jan 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 161,012 | 9,649 | 0.06% | 0.06% | 209 | +12,308 | 8.28% | Q4 2025 | Feb 17, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 160,303 | 9,606 | 6.55% | 6.56% | 210 | -1 | -0.0% | Q4 2025 | Jan 16, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 160,118 | 9,595 | 3.75% | 3.73% | 211 | +4,107 | 2.63% | Q4 2025 | Jan 26, 2026 |
| Cravens & Co Advisors, LLC | History | Reduced | 158,863 | 9,525 | 6.24% | 6.64% | 212 | -3,256 | -2.01% | Q4 2025 | Feb 10, 2026 |
| Five Pine Wealth Management | History | Added to | 158,199 | 9,480 | 6.08% | 5.49% | 213 | +23,015 | 17.02% | Q4 2025 | Jan 21, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 157,583 | 9,443 | 2.74% | 2.7% | 214 | +7,500 | 5.0% | Q4 2025 | Jan 08, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 154,733 | 9,274 | 5.57% | 5.6% | 215 | +9,852 | 6.8% | Q4 2025 | Jan 12, 2026 |
| Brickley Wealth Management | History | Added to | 154,424 | 9,254 | 1.56% | 1.54% | 216 | +7,102 | 4.82% | Q4 2025 | Jan 29, 2026 |
| CacheTech Inc. | History | Added to | 154,243 | 9,243 | 1.71% | 1.75% | 217 | +9,417 | 6.5% | Q4 2025 | Feb 18, 2026 |
| R. W. Roge & Company, Inc. | History | Added to | 151,970 | 9,107 | 4.5% | 4.3% | 218 | +12,331 | 8.83% | Q4 2025 | Jan 23, 2026 |
| Allworth Financial LP | History | New | 150,995 | 9,049 | 0.04% | — | 219 | +150,995 | New | Q4 2025 | Feb 05, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 149,780 | 8,976 | 0.61% | 0.36% | 220 | +74,915 | 100.07% | Q4 2025 | Feb 09, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 146,385 | 8,772 | 5.22% | 5.55% | 221 | +8,008 | 5.79% | Q4 2025 | Feb 04, 2026 |
| MIDDLETON & CO INC/MA | History | Added to | 145,620 | 8,727 | 0.93% | 0.8% | 222 | +21,700 | 17.51% | Q4 2025 | Jan 29, 2026 |
| Prism Planning Partners LLC | History | New | 144,443 | 8,656 | 9.71% | — | 223 | +144,443 | New | Q4 2025 | Feb 11, 2026 |
| Constellation Investments, Inc. | History | No change | 144,000 | 8,629 | 0.27% | 0.4% | 224 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Tillman Hartley LLC | History | Added to | 143,289 | 8,587 | 2.16% | 2.12% | 225 | +7,140 | 5.24% | Q4 2025 | Feb 13, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Reduced | 142,100 | 8,516 | 6.72% | 7.36% | 226 | -3,196 | -2.2% | Q4 2025 | Feb 09, 2026 |
| Aznar Financial Advisors, LLC | History | New | 140,848 | 8,441 | 8.11% | — | 227 | +140,848 | New | Q4 2025 | Feb 19, 2026 |
| Adams Wealth Management | History | Added to | 140,390 | 8,413 | 1.8% | 1.75% | 228 | +4,052 | 2.97% | Q4 2025 | Feb 18, 2026 |
| ALPS ADVISORS INC | History | Added to | 140,302 | 8,408 | 0.05% | 0.05% | 229 | +4,535 | 3.34% | Q4 2025 | Feb 12, 2026 |
| Belleair Asset Management, LLC | History | New | 140,010 | 8,390 | 7.99% | — | 230 | +140,010 | New | Q4 2025 | Jan 30, 2026 |
| NewEdge Advisors, LLC | History | Added to | 139,735 | 8,374 | 0.03% | 0.04% | 231 | +387 | 0.28% | Q4 2025 | Feb 18, 2026 |
| NewEdge Wealth, LLC | History | Added to | 137,791 | 8,257 | 0.09% | 0.1% | 232 | +25,346 | 22.54% | Q4 2025 | Feb 03, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 132,182 | 7,921 | 0.92% | 0.92% | 233 | +6,735 | 5.37% | Q4 2025 | Jan 28, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 131,110 | 7,857 | 0.42% | 0.42% | 234 | +6,028 | 4.82% | Q4 2025 | Jan 20, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 125,725 | 7,534 | 0.84% | — | 235 | +125,725 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 123,568 | 7,406 | 0.06% | — | 236 | +123,568 | New | Q4 2025 | Feb 18, 2026 |
| CROBAN | History | Added to | 123,314 | 7,389 | 3.56% | 2.56% | 237 | +59,290 | 92.61% | Q4 2025 | Feb 13, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 122,526 | 7,342 | 2.71% | 2.74% | 238 | -29,416 | -19.36% | Q4 2025 | Jan 22, 2026 |
| Brucke Financial, Inc. | History | Added to | 121,889 | 7,304 | 3.99% | 4.03% | 239 | +7,600 | 6.65% | Q4 2025 | Jan 12, 2026 |
| CWC Advisors, LLC. | History | Added to | 121,128 | 7,259 | 3.5% | 3.53% | 240 | +952 | 0.79% | Q4 2025 | Jan 26, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 116,854 | 7,003 | 1.41% | 1.26% | 241 | +16,362 | 16.28% | Q4 2025 | Feb 11, 2026 |
| Fermata Advisors, LLC | History | Reduced | 116,709 | 6,994 | 1.68% | 1.8% | 242 | -1,875 | -1.58% | Q4 2025 | Jan 08, 2026 |
| Axos Invest Inc. | History | Reduced | 116,697 | 6,993 | 5.14% | 5.37% | 243 | -2,739 | -2.29% | Q4 2025 | Jan 23, 2026 |
| Harvest Portfolios Group Inc. | History | Added to | 115,864 | 6,943 | 0.12% | 0.12% | 244 | +9,291 | 8.72% | Q4 2025 | Feb 06, 2026 |
| BluePrint Investing LLC | History | New | 114,088 | 6,837 | 5.44% | — | 245 | +114,088 | New | Q4 2025 | Feb 05, 2026 |
| REGIONS FINANCIAL CORP | History | New | 112,632 | 6,750 | 0.04% | — | 246 | +112,632 | New | Q4 2025 | Jan 27, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 111,392 | 6,687 | 3.42% | 3.6% | 247 | +4,254 | 3.97% | Q4 2025 | Jan 29, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 111,579 | 6,686 | 0.78% | 1.05% | 248 | -35,024 | -23.89% | Q4 2025 | Jan 15, 2026 |
| Integrated Advisors Network LLC | History | Added to | 111,245 | 6,666 | 0.29% | 0.27% | 249 | +3,905 | 3.64% | Q4 2025 | Feb 17, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 110,632 | 6,630 | 2.44% | 2.43% | 250 | +5,937 | 5.67% | Q4 2025 | Feb 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 110,090 | 6,609 | 0.01% | — | 251 | +110,090 | New | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 109,156 | 6,541 | 0.0% | 0.0% | 252 | +40,039 | 57.93% | Q4 2025 | Feb 17, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 108,532 | 6,504 | 0.21% | 0.2% | 253 | +16,309 | 17.68% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | Added to | 107,464 | 6,440 | 0.12% | 0.12% | 254 | +8,058 | 8.11% | Q4 2025 | Feb 03, 2026 |
| Downshift Financial, LLC | History | New | 107,387 | 6,435 | 3.97% | — | 255 | +107,387 | New | Q4 2025 | Mar 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 107,182 | 6,423 | 0.01% | 0.02% | 256 | -1,695 | -1.56% | Q4 2025 | Feb 11, 2026 |
| Marion Wealth Management | History | Added to | 105,670 | 6,317 | 1.4% | 1.43% | 257 | +5,048 | 5.02% | Q4 2025 | Jan 26, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 103,238 | 6,187 | 0.46% | 0.41% | 258 | +2,322 | 2.3% | Q4 2025 | Jan 23, 2026 |
| Lauer Wealth, LLC | History | Reduced | 101,371 | 6,076 | 4.51% | 4.48% | 259 | -2,602 | -2.5% | Q4 2025 | Jan 12, 2026 |
| COMERICA BANK | History | Reduced | 100,649 | 6,031 | 0.02% | 0.03% | 260 | -11,250 | -10.05% | Q4 2025 | Jan 29, 2026 |
| Silverleafe Capital Partners, LLC | History | Reduced | 99,404 | 5,957 | 1.77% | 1.92% | 261 | -5,350 | -5.11% | Q4 2025 | Jan 12, 2026 |
| Minot DeBlois Advisors LLC | History | Added to | 98,319 | 5,892 | 5.29% | 4.85% | 262 | +9,195 | 10.32% | Q4 2025 | Feb 13, 2026 |
| PEOPLES BANK /OH | History | Reduced | 97,620 | 5,850 | 3.63% | 3.74% | 263 | -3,698 | -3.65% | Q4 2025 | Jan 29, 2026 |
| Apella Capital, LLC | History | Reduced | 95,356 | 5,714 | 0.11% | 0.13% | 264 | -3,912 | -3.94% | Q4 2025 | Jan 21, 2026 |
| Hara Capital LLC | History | Reduced | 94,129 | 5,641 | 3.14% | 3.55% | 265 | -6,145 | -6.13% | Q4 2025 | Jan 15, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Added to | 92,737 | 5,557 | 1.66% | 1.31% | 266 | +23,596 | 34.13% | Q4 2025 | Jan 26, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 91,414 | 5,478 | 2.24% | 2.06% | 267 | +9,924 | 12.18% | Q4 2025 | Jan 09, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 91,250 | 5,468 | 0.19% | 0.19% | 268 | +5,033 | 5.84% | Q4 2025 | Jan 14, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 89,293 | 5,351 | 0.39% | 0.32% | 269 | +17,202 | 23.86% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 88,889 | 5,327 | 0.0% | 0.0% | 270 | +2,978 | 3.47% | Q4 2025 | Feb 10, 2026 |
| Curi Capital, LLC | History | Added to | 88,268 | 5,289 | 0.09% | 0.09% | 271 | +3,320 | 3.91% | Q4 2025 | Feb 17, 2026 |
| Montecito Bank & Trust | History | Added to | 88,023 | 5,275 | 0.84% | 0.7% | 272 | +13,320 | 17.83% | Q4 2025 | Jan 09, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 87,978 | 5,272 | 1.8% | 1.43% | 273 | +18,968 | 27.49% | Q4 2025 | Jan 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 87,261 | 5,229 | 0.08% | 0.09% | 274 | +64 | 0.07% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 87,132 | 5,221 | 0.0% | 0.0% | 275 | +3,757 | 4.51% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 86,261 | 5,169 | 0.11% | 0.11% | 276 | +3,860 | 4.68% | Q4 2025 | Feb 03, 2026 |
| JDH Wealth Management, LLC | History | Added to | 85,017 | 5,095 | 3.49% | 3.26% | 277 | +8,413 | 10.98% | Q4 2025 | Jan 05, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 84,742 | 5,079 | 1.22% | 0.97% | 278 | +23,535 | 38.45% | Q4 2025 | Feb 27, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 84,736 | 5,078 | 0.94% | 0.95% | 279 | +5,653 | 7.15% | Q4 2025 | Feb 06, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 84,325 | 5,053 | 1.66% | 3.55% | 280 | -90,261 | -51.7% | Q4 2025 | Jan 21, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 84,298 | 5,051 | 0.73% | 0.77% | 281 | -2,805 | -3.22% | Q4 2025 | Feb 06, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 83,874 | 5,026 | 1.53% | 1.17% | 282 | +27,377 | 48.46% | Q4 2025 | Jan 16, 2026 |
| Cornerstone Financial Management LLC | History | New | 83,590 | 5,009 | 4.7% | — | 283 | +83,590 | New | Q4 2025 | Feb 13, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 83,458 | 5,001 | 0.63% | 0.65% | 284 | +5,123 | 6.54% | Q4 2025 | Jan 15, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 83,312 | 4,992 | 0.25% | 0.25% | 285 | +3,359 | 4.2% | Q4 2025 | Jan 27, 2026 |
| WIT, LLC | History | No change | 82,534 | 4,946 | 0.1% | 0.11% | 286 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GenTrust, LLC | History | Reduced | 81,439 | 4,880 | 0.21% | 0.23% | 287 | -1,796 | -2.16% | Q4 2025 | Feb 02, 2026 |
| Wealthfront Advisers LLC | History | Added to | 81,342 | 4,874 | 0.01% | 0.01% | 288 | +24,414 | 42.89% | Q4 2025 | Jan 30, 2026 |
| Vistica Wealth Advisors, LLC | History | New | 81,203 | 4,866 | 4.84% | — | 289 | +81,203 | New | Q4 2025 | Feb 13, 2026 |
| STABLEFORD CAPITAL II LLC | History | Reduced | 80,998 | 4,854 | 1.75% | 1.89% | 290 | -6,050 | -6.95% | Q4 2025 | Jan 13, 2026 |
| Capstone Wealth Management, LLC | History | Added to | 80,828 | 4,844 | 3.53% | 2.77% | 291 | +20,913 | 34.9% | Q4 2025 | Jan 20, 2026 |
| &PARTNERS | History | Added to | 78,322 | 4,693 | 0.02% | 0.02% | 292 | +16,838 | 27.39% | Q4 2025 | Feb 17, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 77,642 | 4,653 | 0.11% | — | 293 | +77,642 | New | Q4 2025 | Feb 17, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 76,781 | 4,601 | 0.49% | 0.48% | 294 | +3,479 | 4.75% | Q4 2025 | Feb 18, 2026 |
| CGN Advisors LLC | History | Added to | 76,611 | 4,591 | 0.36% | 0.32% | 295 | +11,203 | 17.13% | Q4 2025 | Jan 05, 2026 |
| BIP Wealth, LLC | History | Added to | 76,343 | 4,575 | 0.16% | 0.19% | 296 | +12,422 | 19.43% | Q4 2025 | Jan 21, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 76,229 | 4,568 | 2.38% | 2.33% | 297 | +5,467 | 7.73% | Q4 2025 | Jan 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 75,318 | 4,513 | 0.0% | 0.0% | 298 | +5,316 | 7.59% | Q4 2025 | Feb 11, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 74,685 | 4,474 | 0.3% | 0.33% | 299 | +3,598 | 5.06% | Q4 2025 | Feb 13, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 74,626 | 4,472 | 0.05% | 0.05% | 300 | -1,577 | -2.07% | Q4 2025 | Feb 02, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 74,154 | 4,444 | 0.21% | 0.18% | 301 | +15,363 | 26.13% | Q4 2025 | Feb 04, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 73,673 | 4,415 | 0.89% | 1.08% | 302 | -11,707 | -13.71% | Q4 2025 | Feb 11, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 72,618 | 4,351 | 0.7% | 0.68% | 303 | +4,975 | 7.35% | Q4 2025 | Feb 04, 2026 |
| LifePlan Financial, LLC | History | Added to | 71,843 | 4,305 | 3.3% | 3.39% | 304 | +618 | 0.87% | Q4 2025 | Jan 20, 2026 |
| True Link Financial Advisors, LLC | History | No change | 71,443 | 4,281 | 0.26% | 0.28% | 305 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RoundAngle Advisors LLC | History | Added to | 71,045 | 4,257 | 3.1% | 3.15% | 306 | +3,373 | 4.98% | Q4 2025 | Jan 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 70,885 | 4,248 | 0.09% | 0.08% | 307 | +11,765 | 19.9% | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 70,801 | 4,243 | 0.09% | 0.09% | 308 | +5,502 | 8.43% | Q4 2025 | Feb 09, 2026 |
| AlTi Global, Inc. | History | Reduced | 70,679 | 4,235 | 0.09% | 0.1% | 309 | -1,655 | -2.29% | Q4 2025 | Feb 13, 2026 |
| RB Capital Management, LLC | History | Added to | 70,402 | 4,219 | 0.84% | 0.78% | 310 | +7,820 | 12.5% | Q4 2025 | Feb 03, 2026 |
| Plan A Wealth LLC | History | Added to | 70,389 | 4,218 | 2.06% | 2.08% | 311 | +2,165 | 3.17% | Q4 2025 | Feb 06, 2026 |
| Auour Investments LLC | History | Reduced | 69,675 | 4,175 | 1.33% | 1.42% | 312 | -2,816 | -3.88% | Q4 2025 | Jan 12, 2026 |
| Balance Wealth, LLC | History | Reduced | 69,419 | 4,160 | 1.34% | 1.79% | 313 | -51,085 | -42.39% | Q4 2025 | Jan 21, 2026 |
| Impact Investors, Inc | History | Added to | 68,757 | 4,120 | 2.86% | 2.06% | 314 | +16,734 | 32.17% | Q4 2025 | Jan 21, 2026 |
| Alhambra Investment Management LLC | History | Added to | 68,409 | 4,099 | 1.91% | 1.84% | 315 | +3,808 | 5.89% | Q4 2025 | Jan 15, 2026 |
| Morningstar Investment Management LLC | History | No change | 68,022 | 4,077 | 0.24% | 0.15% | 316 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 67,508 | 4,046 | 0.22% | 0.22% | 317 | -1,463 | -2.12% | Q4 2025 | Jan 15, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 67,324 | 4,034 | 0.22% | 0.25% | 318 | -4,385 | -6.11% | Q4 2025 | Jan 29, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 67,203 | 4,027 | 1.25% | 1.56% | 319 | +5,226 | 8.43% | Q4 2025 | Jan 08, 2026 |
| Hershey Financial Advisers, LLC | History | New | 65,971 | 3,953 | 3.34% | — | 320 | +65,971 | New | Q4 2025 | Feb 18, 2026 |
| Walker Financial Services, Inc. | History | Reduced | 65,261 | 3,911 | 1.42% | 1.94% | 321 | -18,010 | -21.63% | Q4 2025 | Jan 28, 2026 |
| Greenspring Advisors, LLC | History | Added to | 64,974 | 3,893 | 0.24% | 0.11% | 322 | +55,044 | 554.32% | Q4 2025 | Feb 10, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 64,318 | 3,845 | 0.22% | 0.24% | 323 | -648 | -1.0% | Q4 2025 | Jan 26, 2026 |
| Hickory Point Bank & Trust | History | Added to | 63,726 | 3,819 | 2.77% | 2.83% | 324 | +666 | 1.06% | Q4 2025 | Jan 12, 2026 |
| BAKER BOYER NATIONAL BANK | History | Added to | 63,563 | 3,809 | 1.15% | 1.15% | 325 | +5,995 | 10.41% | Q4 2025 | Feb 03, 2026 |
| Wedmont Private Capital | History | Reduced | 63,291 | 3,801 | 0.13% | 0.15% | 326 | -3,527 | -5.28% | Q4 2025 | Jan 08, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 63,416 | 3,800 | 0.16% | 0.15% | 327 | +2,532 | 4.16% | Q4 2025 | Feb 09, 2026 |
| Smithfield Trust Co | History | Added to | 63,277 | 3,792 | 0.17% | 0.11% | 328 | +21,930 | 53.04% | Q4 2025 | Feb 09, 2026 |
| SMART Wealth LLC | History | Added to | 63,026 | 3,777 | 1.15% | 1.34% | 329 | +4,026 | 6.82% | Q4 2025 | Jan 26, 2026 |
| PYA Waltman Capital, LLC | History | Reduced | 63,011 | 3,776 | 1.01% | 1.01% | 330 | -23 | -0.04% | Q4 2025 | Feb 13, 2026 |
| Blume Capital Management, Inc. | History | Added to | 61,650 | 3,694 | 0.67% | 0.7% | 331 | +25 | 0.04% | Q4 2025 | Feb 05, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 61,570 | 3,689 | 0.91% | 1.55% | 332 | -52,994 | -46.26% | Q4 2025 | Jan 08, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 61,473 | 3,684 | 1.33% | — | 333 | +61,473 | New | Q4 2025 | Mar 26, 2026 |
| Independent Advisor Alliance | History | Reduced | 60,893 | 3,649 | 0.09% | 0.11% | 334 | -9,287 | -13.23% | Q4 2025 | Feb 04, 2026 |
| Betterment LLC | History | Added to | 60,745 | 3,640 | 0.01% | 0.01% | 335 | +7,818 | 14.77% | Q4 2025 | Feb 12, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 59,726 | 3,579 | 1.19% | 2.64% | 336 | -71,222 | -54.39% | Q4 2025 | Feb 11, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 59,637 | 3,574 | 0.65% | 0.04% | 337 | +13,408 | 29.0% | Q4 2025 | Mar 04, 2026 |
| Pathstone Holdings, LLC | History | New | 59,440 | 3,562 | 0.01% | — | 338 | +59,440 | New | Q4 2025 | Feb 13, 2026 |
| Synergy Asset Management, LLC | History | New | 59,114 | 3,542 | 0.37% | — | 339 | +59,114 | New | Q4 2025 | Jan 13, 2026 |
| JT Stratford LLC | History | Reduced | 58,951 | 3,532 | 0.45% | 0.49% | 340 | -1,467 | -2.43% | Q4 2025 | Feb 12, 2026 |
| M&T BANK CORP | History | Reduced | 58,500 | 3,505 | 0.01% | 0.01% | 341 | -12,091 | -17.13% | Q4 2025 | Jan 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 57,946 | 3,472 | 0.03% | 0.02% | 342 | +6,913 | 13.55% | Q4 2025 | Feb 12, 2026 |
| REDW Wealth LLC | History | Reduced | 56,969 | 3,414 | 1.3% | 1.3% | 343 | -236 | -0.41% | Q4 2025 | Jan 28, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 56,811 | 3,404 | 0.2% | 0.23% | 344 | -9,971 | -14.93% | Q4 2025 | Jan 30, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 56,302 | 3,374 | 0.08% | 0.08% | 345 | +4,696 | 9.1% | Q4 2025 | Feb 13, 2026 |
| Orcam Financial Group | History | Added to | 55,462 | 3,323 | 2.49% | 2.51% | 346 | +3,759 | 7.27% | Q4 2025 | Feb 06, 2026 |
| Hikari Tsushin, Inc. | History | No change | 54,954 | 3,293 | 0.21% | 0.22% | 347 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 54,791 | 3,283 | 0.36% | 0.34% | 348 | +2,491 | 4.76% | Q4 2025 | Jan 29, 2026 |
| Prime Buchholz LLC | History | Added to | 54,596 | 3,271 | 1.94% | 1.64% | 349 | +4,975 | 10.03% | Q4 2025 | Feb 11, 2026 |
| Nilsine Partners, LLC | History | Added to | 54,523 | 3,267 | 0.28% | 0.28% | 350 | +3,016 | 5.86% | Q4 2025 | Jan 15, 2026 |
| Human Investing LLC | History | Added to | 54,464 | 3,264 | 0.46% | 0.47% | 351 | +1,894 | 3.6% | Q4 2025 | Jan 27, 2026 |
| LFA - Lugano Financial Advisors SA | History | Reduced | 54,042 | 3,238 | 1.67% | 1.78% | 352 | -2,486 | -4.4% | Q4 2025 | Jan 29, 2026 |
| Advisory Services Network, LLC | History | Added to | 53,689 | 3,217 | 0.05% | 0.05% | 353 | +1,126 | 2.14% | Q4 2025 | Feb 17, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 53,570 | 3,210 | 0.1% | 0.1% | 354 | +1,383 | 2.65% | Q4 2025 | Feb 13, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 53,446 | 3,202 | 0.65% | 0.38% | 355 | +25,148 | 88.87% | Q4 2025 | Jan 09, 2026 |
| Bull Street Advisors, LLC | History | Added to | 53,270 | 3,192 | 1.48% | 1.46% | 356 | +1,350 | 2.6% | Q4 2025 | Jan 28, 2026 |
| LJI Wealth Management, LLC | History | Added to | 52,813 | 3,165 | 0.48% | 0.45% | 357 | +9,521 | 21.99% | Q4 2025 | Feb 03, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 52,536 | 3,148 | 0.1% | 0.08% | 358 | +4,101 | 8.47% | Q4 2025 | Jan 09, 2026 |
| Merit Financial Group, LLC | History | Reduced | 51,726 | 3,099 | 0.02% | 0.03% | 359 | -7,710 | -12.97% | Q4 2025 | Jan 26, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 51,466 | 3,084 | 0.04% | 0.04% | 360 | -644 | -1.24% | Q4 2025 | Feb 05, 2026 |
| TIFF ADVISORY SERVICES, LLC | History | Reduced | 50,755 | 3,041 | 0.52% | 0.7% | 361 | -4,962 | -8.91% | Q4 2025 | Feb 09, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 50,420 | 3,021 | 0.05% | 0.05% | 362 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 50,169 | 3,006 | 0.21% | 0.23% | 363 | -644 | -1.27% | Q4 2025 | Feb 02, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 49,849 | 2,987 | 0.01% | 0.01% | 364 | +2,412 | 5.08% | Q4 2025 | Feb 06, 2026 |
| Belpointe Asset Management LLC | History | Added to | 49,839 | 2,986 | 0.11% | 0.06% | 365 | +25,288 | 103.0% | Q4 2025 | Jan 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 49,807 | 2,984 | 0.04% | 0.02% | 366 | +21,109 | 73.56% | Q4 2025 | Jan 29, 2026 |
| Tandem Investment Partners LLC | History | Added to | 49,435 | 2,962 | 2.5% | 2.24% | 367 | +4,070 | 8.97% | Q4 2025 | Jan 21, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 48,524 | 2,908 | 0.0% | 0.0% | 368 | -4,348 | -8.22% | Q4 2025 | Feb 17, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | New | 48,628 | 2,907 | 3.17% | — | 369 | +48,628 | New | Q4 2025 | Mar 02, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 48,224 | 2,890 | 0.2% | 0.17% | 370 | +10,175 | 26.74% | Q4 2025 | Feb 11, 2026 |
| Altiora Financial Group, LLC | History | Added to | 47,534 | 2,848 | 0.49% | 0.49% | 371 | +3,254 | 7.35% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 46,830 | 2,806 | 0.65% | 0.59% | 372 | +6,175 | 15.19% | Q4 2025 | Jan 14, 2026 |
| RHS Financial, LLC | History | Added to | 45,076 | 2,701 | 1.32% | 1.08% | 373 | +10,330 | 29.73% | Q4 2025 | Jan 16, 2026 |
| Trivium Point Advisory, LLC | History | Added to | 44,800 | 2,684 | 0.27% | 0.21% | 374 | +10,885 | 32.09% | Q4 2025 | Jan 26, 2026 |
| Global Endowment Management, LP | History | No change | 44,700 | 2,679 | 0.33% | 0.34% | 375 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IRON Financial LLC | History | Reduced | 44,244 | 2,651 | 1.22% | 1.37% | 376 | -3,365 | -7.07% | Q4 2025 | Jan 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 43,980 | 2,635 | 0.01% | 0.01% | 377 | +3,237 | 7.94% | Q4 2025 | Feb 17, 2026 |
| Evansbrook LLC | History | New | 43,778 | 2,623 | 1.75% | — | 378 | +43,778 | New | Q4 2025 | Feb 19, 2026 |
| Towne Trust Company, N.A | History | Added to | 43,647 | 2,615 | 0.82% | 0.74% | 379 | +5,395 | 14.1% | Q4 2025 | Jan 26, 2026 |
| Transcendent Capital Group LLC | History | Added to | 43,352 | 2,598 | 1.18% | 1.14% | 380 | +859 | 2.02% | Q4 2025 | Jan 26, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 42,507 | 2,547 | 0.02% | 0.03% | 381 | -8,069 | -15.95% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 42,080 | 2,521 | 0.0% | 0.0% | 382 | +4,720 | 12.63% | Q4 2025 | Feb 18, 2026 |
| Sowell Financial Services LLC | History | Reduced | 41,870 | 2,509 | 0.09% | 0.1% | 383 | -512 | -1.21% | Q4 2025 | Jan 21, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 41,654 | 2,497 | 0.59% | 0.63% | 384 | +885 | 2.17% | Q4 2025 | Jan 14, 2026 |
| Mechanics Financial Corp | History | Added to | 41,492 | 2,486 | 0.92% | 0.86% | 385 | +3,586 | 9.46% | Q4 2025 | Jan 22, 2026 |
| Essex Bank | History | Added to | 41,386 | 2,480 | 0.54% | 0.52% | 386 | +3,071 | 8.02% | Q4 2025 | Feb 02, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 39,940 | 2,389 | 0.32% | 0.21% | 387 | +14,753 | 58.57% | Q4 2025 | Jan 21, 2026 |
| Stirlingshire Investments, Inc. | History | New | 39,720 | 2,380 | 2.11% | — | 388 | +39,720 | New | Q4 2025 | Feb 11, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 39,174 | 2,347 | 0.03% | 0.02% | 389 | +5,680 | 16.96% | Q4 2025 | Feb 13, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 38,975 | 2,335 | 0.27% | 0.36% | 390 | +3,810 | 10.83% | Q4 2025 | Feb 13, 2026 |
| Oath Planning, LLC | History | New | 38,743 | 2,321 | 2.29% | — | 391 | +38,743 | New | Q4 2025 | Feb 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 38,625 | 2,314 | 0.0% | 0.0% | 392 | +1,093 | 2.91% | Q4 2025 | Feb 17, 2026 |
| SHAYNE & JACOBS, LLC | History | No change | 38,480 | 2,306 | 0.7% | 0.71% | 393 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| McCartney Wealth Management LLC | History | New | 38,455 | 2,304 | 1.99% | — | 394 | +38,455 | New | Q4 2025 | Feb 17, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 38,418 | 2,302 | 0.51% | 0.6% | 395 | -361 | -0.93% | Q4 2025 | Feb 09, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 38,298 | 2,295 | 0.32% | 0.24% | 396 | +13,045 | 51.66% | Q4 2025 | Jan 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 38,046 | 2,280 | 0.13% | 0.13% | 397 | -954 | -2.45% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 37,811 | 2,266 | 0.66% | 0.64% | 398 | +1,576 | 4.35% | Q4 2025 | Jan 22, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 37,550 | 2,250 | 0.0% | 0.01% | 399 | -7,000 | -15.71% | Q4 2025 | Feb 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 37,333 | 2,237 | 0.1% | 0.17% | 400 | +7,581 | 25.48% | Q4 2025 | Feb 17, 2026 |
| Stonehearth Capital Management, LLC | History | Added to | 36,892 | 2,210 | 0.82% | 0.83% | 401 | +1,186 | 3.32% | Q4 2025 | Jan 13, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | No change | 35,843 | 2,148 | 1.68% | 1.7% | 402 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| D.B. Root & Company, LLC | History | Added to | 35,811 | 2,146 | 0.52% | 0.49% | 403 | +3,555 | 11.02% | Q4 2025 | Feb 03, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 35,278 | 2,114 | 0.04% | 0.04% | 404 | +3,195 | 9.96% | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 35,111 | 2,104 | 0.03% | 0.03% | 405 | -1,105 | -3.05% | Q4 2025 | Jan 21, 2026 |
| Brookstone Capital Management | History | Added to | 34,579 | 2,072 | 0.02% | 0.02% | 406 | +734 | 2.17% | Q4 2025 | Jan 15, 2026 |
| Kassira Wealth Management LLC | History | Added to | 34,505 | 2,067 | 1.96% | 1.77% | 407 | +3,965 | 12.98% | Q4 2025 | Feb 03, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | Reduced | 34,082 | 2,042 | 1.21% | 1.33% | 408 | -1,543 | -4.33% | Q4 2025 | Feb 13, 2026 |
| World Investment Advisors | History | Added to | 34,009 | 2,038 | 0.03% | 0.04% | 409 | +3,396 | 11.09% | Q4 2025 | Mar 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 33,885 | 2,030 | 0.73% | 0.73% | 410 | +340 | 1.01% | Q4 2025 | Jan 22, 2026 |
| ATX Financial Planning, LLC | History | New | 33,835 | 2,027 | 1.56% | — | 411 | +33,835 | New | Q4 2025 | Feb 19, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 33,708 | 2,020 | 0.17% | 0.18% | 412 | -84 | -0.25% | Q4 2025 | Jan 05, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 33,160 | 1,987 | 0.1% | 0.11% | 413 | +2,745 | 9.03% | Q4 2025 | Jan 28, 2026 |
| Chandler Asset Management, Inc. | History | No change | 32,955 | 1,974 | 0.31% | 0.32% | 414 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | New | 32,907 | 1,972 | 1.31% | — | 415 | +32,907 | New | Q4 2025 | Jan 29, 2026 |
| Graetz Wealth LLC | History | New | 32,837 | 1,967 | 1.79% | — | 416 | +32,837 | New | Q4 2025 | Feb 12, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 32,480 | 1,946 | 0.46% | 0.49% | 417 | -795 | -2.39% | Q4 2025 | Feb 02, 2026 |
| FAGAN ASSOCIATES, INC. | History | Added to | 32,014 | 1,918 | 0.26% | 0.22% | 418 | +5,586 | 21.14% | Q4 2025 | Jan 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 31,486 | 1,886 | 0.02% | 0.02% | 419 | +4,379 | 16.15% | Q4 2025 | Jan 22, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 31,464 | 1,885 | 0.01% | 0.01% | 420 | -2,246 | -6.66% | Q4 2025 | Feb 17, 2026 |
| Enclave Advisors LLC | History | New | 31,232 | 1,871 | 0.27% | — | 421 | +31,232 | New | Q4 2025 | Jan 14, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 31,269 | 1,871 | 0.63% | 1.0% | 422 | -15,676 | -33.39% | Q4 2025 | Feb 10, 2026 |
| FLOYD FINANCIAL GROUP LLC | History | New | 30,855 | 1,861 | 1.26% | — | 423 | +30,855 | New | Q4 2025 | Feb 24, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 31,003 | 1,858 | 0.04% | 0.04% | 424 | +794 | 2.63% | Q4 2025 | Feb 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 30,837 | 1,848 | 0.09% | 0.13% | 425 | -5,542 | -15.23% | Q4 2025 | Feb 03, 2026 |
| Ares Financial Consulting, LLC | History | New | 30,795 | 1,845 | 1.76% | — | 426 | +30,795 | New | Q4 2025 | Jan 30, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 30,591 | 1,833 | 0.2% | 0.24% | 427 | -3,220 | -9.52% | Q4 2025 | Jan 08, 2026 |
| EP Wealth Advisors, LLC | History | New | 29,836 | 1,788 | 0.01% | — | 428 | +29,836 | New | Q4 2025 | Feb 18, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 29,538 | 1,770 | 0.52% | 0.53% | 429 | +3,549 | 13.66% | Q4 2025 | Jan 15, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 29,498 | 1,767 | 0.88% | 0.86% | 430 | +3,096 | 11.73% | Q4 2025 | Feb 11, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 29,265 | 1,753 | 0.48% | 0.43% | 431 | +3,297 | 12.7% | Q4 2025 | Feb 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 28,852 | 1,729 | 0.01% | 0.01% | 432 | +2,324 | 8.76% | Q4 2025 | Jan 29, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 28,680 | 1,719 | 0.0% | 0.0% | 433 | +6,600 | 29.89% | Q4 2025 | Feb 10, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 28,572 | 1,712 | 0.36% | 0.38% | 434 | -199 | -0.69% | Q4 2025 | Feb 10, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 28,337 | 1,698 | 0.16% | 0.17% | 435 | -871 | -2.98% | Q4 2025 | Jan 29, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 28,311 | 1,696 | 0.07% | 0.03% | 436 | +14,379 | 103.21% | Q4 2025 | Jan 29, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 28,258 | 1,693 | 0.03% | — | 437 | +28,258 | New | Q4 2025 | Feb 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 28,133 | 1,685 | 0.1% | 0.04% | 438 | +17,804 | 172.37% | Q4 2025 | Jan 20, 2026 |
| Security Financial Services, INC. | History | Added to | 27,858 | 1,669 | 0.26% | 0.26% | 439 | +1,258 | 4.73% | Q4 2025 | Jan 27, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 27,735 | 1,662 | 0.06% | 0.0% | 440 | +27,648 | 31779.31% | Q4 2025 | Feb 04, 2026 |
| SUN LIFE FINANCIAL INC | History | No change | 27,650 | 1,657 | 0.09% | 0.08% | 441 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Archer Investment Management, LLC | History | Reduced | 27,372 | 1,640 | 0.88% | 1.12% | 442 | -3,056 | -10.04% | Q4 2025 | Jan 12, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 27,294 | 1,635 | 0.03% | 0.03% | 443 | -1,329 | -4.64% | Q4 2025 | Feb 04, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 26,955 | 1,615 | 0.3% | 0.45% | 444 | -1,223 | -4.34% | Q4 2025 | Jan 26, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 26,797 | 1,605 | 0.08% | 0.08% | 445 | +1,945 | 7.83% | Q4 2025 | Feb 11, 2026 |
| Wakefield Asset Management LLLP | History | Reduced | 26,663 | 1,597 | 0.43% | 0.44% | 446 | -384 | -1.42% | Q4 2025 | Feb 05, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 26,487 | 1,587 | 0.05% | 0.04% | 447 | +2,628 | 11.01% | Q4 2025 | Jan 16, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 26,251 | 1,573 | 0.77% | 0.72% | 448 | +2,442 | 10.26% | Q4 2025 | Feb 13, 2026 |
| AXS Investments LLC | History | Reduced | 26,081 | 1,563 | 0.75% | 0.69% | 449 | -241 | -0.92% | Q4 2025 | Feb 10, 2026 |
| NorthRock Partners, LLC | History | New | 25,828 | 1,547 | 0.03% | — | 450 | +25,828 | New | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 25,405 | 1,522 | 0.02% | 0.0% | 451 | +19,754 | 349.57% | Q4 2025 | Jan 20, 2026 |
| NWAM LLC | History | Added to | 25,420 | 1,521 | 0.08% | 0.08% | 452 | +1,200 | 4.95% | Q4 2025 | Feb 04, 2026 |
| Prospera Financial Services Inc | History | Added to | 25,053 | 1,501 | 0.02% | 0.02% | 453 | +904 | 3.74% | Q4 2025 | Feb 09, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 25,037 | 1,500 | 0.0% | — | 454 | +25,037 | New | Q4 2025 | Feb 17, 2026 |
| Verity Asset Management, Inc. | History | Added to | 25,016 | 1,499 | 0.64% | 0.42% | 456 | +3,519 | 16.37% | Q4 2025 | Jan 30, 2026 |
| COOPERMAN LEON G | History | No change | 25,028 | 1,499 | 0.05% | 0.05% | 455 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 24,917 | 1,493 | 0.68% | 0.57% | 457 | +3,952 | 18.85% | Q4 2025 | Feb 03, 2026 |
| Americana Partners, LLC | History | Reduced | 24,785 | 1,485 | 0.04% | 0.05% | 458 | -137 | -0.55% | Q4 2025 | Feb 06, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 24,618 | 1,471 | 0.05% | 0.05% | 459 | +1,074 | 4.56% | Q4 2025 | Jan 23, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 24,519 | 1,469 | 1.32% | — | 460 | +24,519 | New | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | New | 24,499 | 1,468 | 0.04% | — | 461 | +24,499 | New | Q4 2025 | Feb 13, 2026 |
| Ignite Planners, LLC | History | Added to | 24,098 | 1,443 | 0.22% | 0.23% | 462 | +487 | 2.06% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Added to | 23,652 | 1,417 | 0.03% | 0.03% | 463 | +1,365 | 6.12% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO | History | Reduced | 22,778 | 1,366 | 0.01% | 0.02% | 464 | -298 | -1.29% | Q4 2025 | Jan 26, 2026 |
| E&G Advisors, LP | History | No change | 22,699 | 1,360 | 0.3% | 0.32% | 465 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Tenon Financial LLC | History | No change | 22,655 | 1,357 | 0.57% | 0.7% | 466 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| LCNB CORP | History | Added to | 22,596 | 1,354 | 0.45% | 0.45% | 467 | +1,210 | 5.66% | Q4 2025 | Feb 10, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 22,008 | 1,318 | 0.81% | 0.82% | 468 | +307 | 1.41% | Q4 2025 | Jan 14, 2026 |
| Investment Advisory Group, LLC | History | Added to | 20,919 | 1,253 | 0.32% | 0.28% | 469 | +3,479 | 19.95% | Q4 2025 | Jan 23, 2026 |
| Nolet Wealth Management, LLC | History | New | 20,894 | 1,252 | 0.7% | — | 470 | +20,894 | New | Q4 2025 | Feb 27, 2026 |
| Compound Planning, Inc. | History | Added to | 20,840 | 1,248 | 0.04% | 0.03% | 471 | +2,871 | 15.98% | Q4 2025 | Feb 19, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 20,815 | 1,247 | 0.28% | 0.28% | 472 | -387 | -1.83% | Q4 2025 | Jan 16, 2026 |
| SkyOak Wealth, LLC | History | Added to | 20,724 | 1,241 | 0.22% | 0.18% | 473 | +4,987 | 31.69% | Q4 2025 | Feb 05, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 20,673 | 1,239 | 0.04% | 0.03% | 474 | +3,801 | 22.53% | Q4 2025 | Feb 12, 2026 |
| Ramiah Investment Group | History | Added to | 20,572 | 1,232 | 1.21% | 0.97% | 475 | +4,144 | 25.23% | Q4 2025 | Jan 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 20,547 | 1,231 | 0.01% | 0.01% | 476 | +6,277 | 43.99% | Q4 2025 | Jan 29, 2026 |
| Schulz Wealth, LTD. | History | Added to | 20,388 | 1,221 | 0.78% | 0.81% | 477 | +35 | 0.17% | Q4 2025 | Feb 05, 2026 |
| Headlands Technologies LLC | History | Added to | 20,358 | 1,220 | 0.1% | 0.03% | 478 | +13,462 | 195.21% | Q4 2025 | Feb 13, 2026 |
| Breakwater Investment Management | History | No change | 20,334 | 1,218 | 0.44% | 0.45% | 479 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Wells Financial Advisors INC | History | Reduced | 19,570 | 1,172 | 2.23% | 2.09% | 480 | -6,404 | -24.66% | Q4 2025 | Feb 02, 2026 |
| Forza Wealth Management, LLC | History | No change | 19,414 | 1,163 | 0.42% | 0.45% | 481 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Hirtle Callaghan & Co LLC | History | No change | 19,347 | 1,159 | 0.04% | 0.04% | 482 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 20,298 | 1,150 | 0.03% | 0.03% | 483 | -1,956 | -8.79% | Q4 2025 | Feb 11, 2026 |
| BOKF, NA | History | Added to | 18,857 | 1,130 | 0.02% | 0.0% | 484 | +18,382 | 3869.89% | Q4 2025 | Feb 03, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 18,821 | 1,127 | 0.16% | 0.17% | 485 | +918 | 5.13% | Q4 2025 | Jan 12, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 18,664 | 1,118 | 0.03% | 0.11% | 486 | -41,588 | -69.02% | Q4 2025 | Feb 13, 2026 |
| Winch Advisory Services, LLC | History | Added to | 18,561 | 1,112 | 0.25% | 0.22% | 487 | +2,404 | 14.88% | Q4 2025 | Feb 03, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 17,951 | 1,075 | 0.09% | 0.08% | 488 | +122 | 0.68% | Q4 2025 | Feb 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 17,850 | 1,069 | 0.07% | 0.07% | 489 | +194 | 1.1% | Q4 2025 | Jan 08, 2026 |
| Pines Wealth Management, LLC | History | Added to | 17,806 | 1,067 | 0.34% | 0.33% | 490 | +1,638 | 10.13% | Q4 2025 | Feb 02, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 17,617 | 1,055 | 0.18% | 0.16% | 491 | +3,224 | 22.4% | Q4 2025 | Feb 02, 2026 |
| MGO Private Wealth, LLC | History | No change | 17,577 | 1,053 | 0.65% | 0.63% | 492 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 17,543 | 1,051 | 0.0% | 0.0% | 493 | +5,969 | 51.57% | Q4 2025 | Feb 13, 2026 |
| Team Hewins, LLC | History | Added to | 17,500 | 1,048 | 0.34% | 0.35% | 494 | +73 | 0.42% | Q4 2025 | Jan 28, 2026 |
| Blossom Wealth Management | History | Reduced | 17,419 | 1,043 | 1.72% | 1.77% | 495 | -874 | -4.78% | Q4 2025 | Jan 16, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 17,273 | 1,035 | 0.03% | 0.03% | 496 | -376 | -2.13% | Q4 2025 | Jan 29, 2026 |
| Disciplined Investments, LLC | History | Added to | 17,196 | 1,030 | 0.4% | 0.27% | 497 | +5,703 | 49.62% | Q4 2025 | Feb 05, 2026 |
| LeConte Wealth Management, LLC | History | Reduced | 17,000 | 1,018 | 0.67% | 0.8% | 498 | -3,064 | -15.27% | Q4 2025 | Jan 15, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Reduced | 16,967 | 1,016 | 0.94% | 1.02% | 499 | -188 | -1.1% | Q4 2025 | Feb 05, 2026 |
| Rathbones Group PLC | History | New | 16,935 | 1,014 | 0.0% | — | 500 | +16,935 | New | Q4 2025 | Feb 06, 2026 |
| High Probability Advisors, LLC | History | New | 16,890 | 1,012 | 0.13% | — | 501 | +16,890 | New | Q4 2025 | Jan 29, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 16,820 | 1,007 | 0.01% | 0.01% | 502 | +2,833 | 20.25% | Q4 2025 | Feb 10, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 16,686 | 999 | 0.05% | 0.04% | 503 | +5,490 | 49.04% | Q4 2025 | Jan 13, 2026 |
| Mittelman Wealth Management | History | Added to | 16,681 | 999 | 0.65% | 0.52% | 504 | +3,364 | 25.26% | Q4 2025 | Feb 17, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 16,469 | 986 | 0.05% | 0.05% | 505 | +1,960 | 13.51% | Q4 2025 | Feb 05, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 16,157 | 968 | 0.06% | 0.07% | 506 | -3 | -0.02% | Q4 2025 | Feb 03, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 16,133 | 966 | 0.38% | 0.39% | 507 | -483 | -2.91% | Q4 2025 | Feb 17, 2026 |
| Pioneer Wealth Management Group | History | Added to | 16,099 | 964 | 0.29% | 0.3% | 508 | +703 | 4.57% | Q4 2025 | Jan 12, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | New | 16,000 | 961 | 0.95% | — | 509 | +16,000 | New | Q4 2025 | Feb 05, 2026 |
| NIXON PEABODY TRUST CO | History | Reduced | 16,015 | 959 | 0.07% | 0.1% | 510 | -6,344 | -28.37% | Q4 2025 | Feb 06, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 15,999 | 958 | 0.08% | 0.08% | 511 | +811 | 5.34% | Q4 2025 | Jan 13, 2026 |
| PFG Advisors | History | Added to | 15,972 | 957 | 0.05% | 0.03% | 512 | +4,605 | 40.51% | Q4 2025 | Jan 27, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 15,968 | 956 | 0.07% | 0.05% | 513 | +5,362 | 50.56% | Q4 2025 | Jan 29, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 15,898 | 952 | 0.01% | 0.01% | 514 | +962 | 6.44% | Q4 2025 | Feb 09, 2026 |
| Waverly Advisors, LLC | History | Added to | 15,871 | 951 | 0.01% | 0.0% | 515 | +10,578 | 199.85% | Q4 2025 | Feb 17, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 15,791 | 946 | 0.2% | 0.19% | 516 | +3,950 | 33.36% | Q4 2025 | Feb 02, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 15,469 | 927 | 0.01% | 0.01% | 517 | -5,433 | -25.99% | Q4 2025 | Feb 03, 2026 |
| Powers Advisory Group, LLC | History | Added to | 15,474 | 927 | 0.35% | 0.33% | 518 | +1,803 | 13.19% | Q4 2025 | Jan 22, 2026 |
| Parallel Advisors, LLC | History | Added to | 15,426 | 924 | 0.02% | 0.01% | 519 | +7,016 | 83.42% | Q4 2025 | Feb 11, 2026 |
| TMB Capital Partners, LLC | History | New | 15,264 | 914 | 0.31% | — | 520 | +15,264 | New | Q4 2025 | Feb 19, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 15,199 | 910 | 0.0% | 0.0% | 521 | +994 | 7.0% | Q4 2025 | Feb 09, 2026 |
| SouthState Bank Corp | History | Added to | 15,120 | 906 | 0.04% | 0.04% | 522 | +268 | 1.8% | Q4 2025 | Feb 11, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 15,098 | 904 | 0.05% | 0.01% | 523 | +11,398 | 308.05% | Q4 2025 | Mar 04, 2026 |
| Patten Group, Inc. | History | Added to | 14,841 | 889 | 0.16% | 0.16% | 524 | +1,451 | 10.84% | Q4 2025 | Jan 23, 2026 |
| SWS Partners | History | Added to | 14,840 | 889 | 0.21% | 0.22% | 525 | +55 | 0.37% | Q4 2025 | Jan 16, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 14,793 | 886 | 0.07% | 0.08% | 526 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Artesa Financial Group, LLC | History | New | 14,365 | 860 | 0.88% | — | 527 | +14,365 | New | Q4 2025 | Feb 11, 2026 |
| Argent Trust Co | History | Added to | 14,320 | 858 | 0.03% | 0.02% | 528 | +4,916 | 52.28% | Q4 2025 | Feb 10, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Reduced | 14,306 | 857 | 0.03% | 0.03% | 529 | -2,496 | -14.86% | Q4 2025 | Jan 13, 2026 |
| Rothschild Wealth LLC | History | Added to | 14,142 | 847 | 0.08% | 0.18% | 530 | +203 | 1.46% | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 13,811 | 827 | 0.0% | 0.0% | 531 | +49 | 0.36% | Q4 2025 | Feb 17, 2026 |
| REAP Financial Group, LLC | History | Reduced | 13,788 | 826 | 0.17% | 0.18% | 532 | -404 | -2.85% | Q4 2025 | Feb 10, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | New | 13,767 | 825 | 0.05% | — | 533 | +13,767 | New | Q4 2025 | Jan 23, 2026 |
| Arkadios Wealth Advisors | History | Added to | 13,767 | 825 | 0.02% | 0.02% | 534 | +1,202 | 9.57% | Q4 2025 | Feb 13, 2026 |
| McAdam, LLC | History | Added to | 13,410 | 803 | 0.04% | 0.03% | 535 | +2,793 | 26.31% | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | New | 13,321 | 798 | 0.03% | — | 536 | +13,321 | New | Q4 2025 | Feb 13, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 13,241 | 793 | 0.02% | 0.03% | 537 | -140 | -1.05% | Q4 2025 | Jan 06, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 13,218 | 792 | 0.44% | 0.5% | 538 | +1,288 | 10.8% | Q4 2025 | Jan 28, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | New | 13,120 | 786 | 0.11% | — | 540 | +13,120 | New | Q4 2025 | Feb 12, 2026 |
| Midwest Trust Co | History | Added to | 13,121 | 786 | 0.01% | 0.01% | 541 | +1,674 | 14.62% | Q4 2025 | Feb 04, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 13,120 | 786 | 0.03% | 0.02% | 539 | +1,665 | 14.54% | Q4 2025 | Jan 23, 2026 |
| OneAscent Family Office, LLC | History | Reduced | 13,077 | 783 | 0.53% | 1.13% | 542 | -10,019 | -43.38% | Q4 2025 | Feb 11, 2026 |
| Mutual Advisors, LLC | History | Reduced | 13,063 | 782 | 0.02% | 0.02% | 543 | -197 | -1.49% | Q4 2025 | Feb 02, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 13,004 | 779 | 0.02% | 0.02% | 544 | -606 | -4.45% | Q4 2025 | Jan 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 12,805 | 767 | 0.03% | 0.03% | 545 | +1,946 | 17.92% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 12,719 | 761 | 0.01% | 0.02% | 546 | +63 | 0.5% | Q4 2025 | Feb 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 12,684 | 760 | 0.0% | 0.0% | 547 | -1,182 | -8.52% | Q4 2025 | Jan 30, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 12,578 | 753 | 0.0% | 0.0% | 548 | -3,048 | -19.51% | Q4 2025 | Feb 17, 2026 |
| Core Wealth Partners LLC | History | Reduced | 12,284 | 736 | 0.33% | 0.39% | 549 | -1,718 | -12.27% | Q4 2025 | Feb 17, 2026 |
| Hegarty Advisors, LLC | History | New | 12,274 | 735 | 0.64% | — | 550 | +12,274 | New | Q4 2025 | Jan 29, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 12,237 | 731 | 0.02% | 0.02% | 551 | +51 | 0.42% | Q4 2025 | Jan 28, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 12,145 | 727 | 0.35% | 0.34% | 552 | +589 | 5.1% | Q4 2025 | Feb 09, 2026 |
| Alteri Wealth LLC | History | Added to | 12,146 | 727 | 0.24% | 0.25% | 553 | +231 | 1.94% | Q4 2025 | Feb 11, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 12,093 | 724 | 0.47% | 0.52% | 554 | -549 | -4.34% | Q4 2025 | Feb 13, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 12,049 | 722 | 0.44% | 0.44% | 555 | +144 | 1.21% | Q4 2025 | Feb 10, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 12,005 | 719 | 0.0% | 0.01% | 556 | -10,503 | -46.66% | Q4 2025 | Feb 09, 2026 |
| Leo Wealth, LLC | History | New | 11,780 | 705 | 0.05% | — | 557 | +11,780 | New | Q4 2025 | Jan 21, 2026 |
| London & Capital Asset Management Ltd | History | New | 11,748 | 703 | 0.01% | — | 558 | +11,748 | New | Q4 2025 | Feb 17, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 11,545 | 691 | 0.38% | 0.4% | 559 | +137 | 1.2% | Q4 2025 | Jan 30, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 11,431 | 685 | 0.01% | 0.01% | 560 | +1,018 | 9.78% | Q4 2025 | Feb 03, 2026 |
| Carter Financial Group, INC. | History | Added to | 11,389 | 682 | 0.4% | 0.4% | 561 | +299 | 2.7% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 11,230 | 673 | 0.05% | 0.03% | 562 | +4,968 | 79.34% | Q4 2025 | Jan 29, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 11,228 | 672 | 0.26% | 0.2% | 563 | +7,475 | 199.17% | Q4 2025 | Feb 10, 2026 |
| River Street Advisors LLC | History | Reduced | 11,227 | 672 | 0.25% | 0.27% | 564 | -215 | -1.88% | Q4 2025 | Jan 26, 2026 |
| ASPIRIANT, LLC | History | Reduced | 11,152 | 668 | 0.02% | 0.02% | 565 | -2,239 | -16.72% | Q4 2025 | Jan 20, 2026 |
| Cynosure Group, LLC | History | No change | 11,152 | 668 | 0.07% | 0.07% | 566 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Titan Investment Management LLC | History | New | 11,128 | 666 | 0.61% | — | 567 | +11,128 | New | Q4 2025 | Feb 24, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 11,086 | 664 | 0.04% | 0.04% | 568 | +391 | 3.66% | Q4 2025 | Feb 13, 2026 |
| Sankala Group LLC | History | New | 10,891 | 661 | 0.53% | — | 569 | +10,891 | New | Q4 2025 | Mar 02, 2026 |
| Davidson Capital Management Inc. | History | Added to | 10,697 | 641 | 0.14% | 0.13% | 570 | +1,183 | 12.43% | Q4 2025 | Jan 28, 2026 |
| NerdWallet Wealth Partners, LLC | History | Reduced | 10,585 | 634 | 0.28% | 0.32% | 571 | -331 | -3.03% | Q4 2025 | Jan 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 10,414 | 624 | 0.02% | 0.01% | 572 | +4,325 | 71.03% | Q4 2025 | Feb 03, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Reduced | 10,350 | 620 | 0.11% | 0.12% | 574 | -759 | -6.83% | Q4 2025 | Jan 26, 2026 |
| Thomasville National Bank | History | No change | 10,358 | 620 | 0.04% | 0.04% | 573 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 10,134 | 607 | 0.22% | 0.26% | 575 | -465 | -4.39% | Q4 2025 | Jan 26, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 10,095 | 604 | 0.01% | 0.01% | 576 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 10,047 | 602 | 0.0% | 0.0% | 577 | +293 | 3.0% | Q4 2025 | Feb 13, 2026 |
| Flagstone Financial Management | History | No change | 10,029 | 601 | 0.15% | 0.16% | 578 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 9,915 | 594 | 0.06% | 0.06% | 579 | +567 | 6.07% | Q4 2025 | Feb 02, 2026 |
| US BANCORP \DE\ | History | Reduced | 9,882 | 592 | 0.0% | 0.0% | 580 | -2,437 | -19.78% | Q4 2025 | Jan 30, 2026 |
| Keel Point, LLC | History | Reduced | 9,887 | 592 | 0.04% | 0.04% | 581 | -2,119 | -17.65% | Q4 2025 | Feb 12, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 9,866 | 591 | 0.4% | 0.26% | 582 | +3,662 | 59.03% | Q4 2025 | Jan 22, 2026 |
| DAVENPORT & Co LLC | History | Added to | 9,744 | 583 | 0.0% | 0.0% | 583 | +4,601 | 89.46% | Q4 2025 | Jan 12, 2026 |
| CHOREO, LLC | History | Added to | 9,715 | 583 | 0.01% | 0.01% | 584 | +92 | 0.96% | Q4 2025 | Jan 23, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 9,668 | 579 | 0.12% | 0.12% | 585 | +673 | 7.48% | Q4 2025 | Jan 20, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | New | 9,646 | 578 | 0.1% | — | 586 | +9,646 | New | Q4 2025 | Feb 06, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 9,535 | 571 | 0.02% | 0.05% | 587 | -8,550 | -47.28% | Q4 2025 | Jan 20, 2026 |
| Madrid Wealth Management, LLC | History | New | 9,463 | 567 | 0.46% | — | 588 | +9,463 | New | Q4 2025 | Feb 02, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 9,376 | 561 | 0.03% | — | 589 | +9,376 | New | Q4 2025 | Feb 13, 2026 |
| Western Reserve Capital Management, LLC | History | New | 9,276 | 555 | 0.52% | — | 590 | +9,276 | New | Q4 2025 | Feb 10, 2026 |
| Morton Capital Management LLC/CA | History | No change | 9,207 | 551 | 0.08% | 0.09% | 591 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Trust Co | History | No change | 9,150 | 548 | 0.05% | 0.06% | 592 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 9,139 | 547 | 0.0% | — | 593 | +9,139 | New | Q4 2025 | Feb 17, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 9,103 | 545 | 0.3% | 0.33% | 594 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 8,978 | 538 | 0.0% | 0.0% | 595 | +789 | 9.63% | Q4 2025 | Feb 17, 2026 |
| Clear Point Advisors Inc. | History | Added to | 8,886 | 532 | 0.41% | 0.37% | 596 | +889 | 11.12% | Q4 2025 | Feb 10, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | No change | 8,830 | 529 | 0.04% | 0.04% | 597 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| American Trust | History | Added to | 8,804 | 527 | 0.04% | 0.04% | 598 | +105 | 1.21% | Q4 2025 | Feb 17, 2026 |
| FC Advisory LLC | History | Added to | 8,768 | 525 | 0.15% | 0.14% | 599 | +876 | 11.1% | Q4 2025 | Jan 13, 2026 |
| CORE WEALTH ADVISORS, LLC | History | New | 8,730 | 523 | 0.41% | — | 600 | +8,730 | New | Q4 2025 | Feb 10, 2026 |
| Austin Wealth Management, LLC | History | Added to | 8,623 | 516 | 0.08% | 0.07% | 601 | +1,633 | 23.36% | Q4 2025 | Jan 26, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 8,574 | 513 | 0.22% | 0.21% | 602 | +549 | 6.84% | Q4 2025 | Jan 16, 2026 |
| Olde Wealth Management, LLC | History | No change | 8,542 | 511 | 0.16% | 0.16% | 603 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Concord Wealth Partners | History | Reduced | 8,517 | 510 | 0.07% | 0.07% | 604 | -151 | -1.74% | Q4 2025 | Jan 29, 2026 |
| Oak Grove Capital LLC | History | New | 8,500 | 509 | 0.06% | — | 605 | +8,500 | New | Q4 2025 | Feb 26, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 8,480 | 508 | 0.02% | 0.02% | 606 | -2,541 | -23.06% | Q4 2025 | Jan 13, 2026 |
| Everest Management Corp. | History | New | 8,392 | 502 | 0.28% | — | 607 | +8,392 | New | Q4 2025 | Feb 02, 2026 |
| HSBC HOLDINGS PLC | History | New | 8,250 | 494 | 0.0% | — | 608 | +8,250 | New | Q4 2025 | Mar 20, 2026 |
| Crumly & Associates Inc. | History | Added to | 8,228 | 493 | 0.1% | 0.11% | 609 | +47 | 0.57% | Q4 2025 | Jan 14, 2026 |
| Princeton Global Asset Management LLC | History | No change | 8,139 | 487 | 0.08% | 0.08% | 610 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Horizon Family Wealth, Inc. | History | New | 8,032 | 481 | 0.26% | — | 611 | +8,032 | New | Q4 2025 | Feb 09, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 8,023 | 480 | 0.03% | 0.04% | 612 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 7,981 | 478 | 0.11% | 0.07% | 613 | +3,164 | 65.68% | Q4 2025 | Feb 11, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 7,946 | 476 | 0.34% | 0.38% | 614 | -136 | -1.68% | Q4 2025 | Jan 20, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 7,920 | 474 | 0.12% | 0.13% | 615 | +717 | 9.95% | Q4 2025 | Jan 27, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | New | 7,896 | 473 | 0.44% | — | 616 | +7,896 | New | Q4 2025 | Feb 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 7,712 | 462 | 0.02% | 0.02% | 617 | +47 | 0.61% | Q4 2025 | Feb 13, 2026 |
| FSC Wealth Advisors, LLC | History | Reduced | 7,687 | 460 | 0.75% | 1.66% | 618 | -40,365 | -84.0% | Q4 2025 | Jan 22, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 7,595 | 455 | 0.0% | 0.0% | 619 | +2,643 | 53.37% | Q4 2025 | Feb 12, 2026 |
| True North Advisors, LLC | History | New | 7,550 | 452 | 0.06% | — | 620 | +7,550 | New | Q4 2025 | Jan 22, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 7,526 | 451 | 0.02% | 0.02% | 621 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 7,476 | 448 | 0.16% | 0.17% | 622 | -191 | -2.49% | Q4 2025 | Feb 05, 2026 |
| Winter & Associates, Inc. | History | New | 7,469 | 447 | 0.41% | — | 623 | +7,469 | New | Q4 2025 | Feb 13, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 7,450 | 446 | 0.18% | 0.23% | 624 | -810 | -9.81% | Q4 2025 | Jan 21, 2026 |
| Calamos Wealth Management LLC | History | No change | 7,376 | 442 | 0.02% | 0.02% | 625 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 7,321 | 438 | 0.03% | 0.05% | 626 | -2,499 | -25.45% | Q4 2025 | Jan 09, 2026 |
| Centennial Advisors, LLC | History | New | 7,254 | 434 | 0.56% | — | 627 | +7,254 | New | Q4 2025 | Jan 22, 2026 |
| Caitlin John, LLC | History | Added to | 7,243 | 434 | 0.28% | 0.29% | 628 | +320 | 4.62% | Q4 2025 | Feb 18, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 7,177 | 430 | 0.04% | 0.04% | 629 | -37 | -0.51% | Q4 2025 | Feb 06, 2026 |
| Atala Financial Inc | History | Added to | 7,148 | 428 | 0.27% | 0.26% | 630 | +148 | 2.11% | Q4 2025 | Jan 23, 2026 |
| Midwest Financial Partners Investments, Inc. | History | New | 7,101 | 425 | 0.24% | — | 632 | +7,101 | New | Q4 2025 | Feb 06, 2026 |
| Summit Global Investments | History | Added to | 7,096 | 425 | 0.03% | 0.02% | 631 | +1 | 0.01% | Q4 2025 | Feb 18, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 6,994 | 419 | 0.31% | 0.33% | 633 | +192 | 2.82% | Q4 2025 | Jan 27, 2026 |
| Aries Wealth Management | History | Reduced | 6,956 | 416 | 0.09% | 0.1% | 634 | -149 | -2.1% | Q4 2025 | Jan 30, 2026 |
| Summit Financial, LLC | History | Reduced | 6,916 | 414 | 0.01% | 0.01% | 635 | -1,037 | -13.04% | Q4 2025 | Feb 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 6,899 | 413 | 0.02% | 0.03% | 637 | -1,285 | -15.7% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 6,899 | 413 | 0.01% | 0.01% | 636 | +508 | 7.95% | Q4 2025 | Feb 06, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 6,900 | 413 | 0.05% | 0.06% | 638 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | New | 6,885 | 412 | 0.04% | — | 639 | +6,885 | New | Q4 2025 | Jan 23, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | New | 6,864 | 411 | 0.01% | — | 640 | +6,864 | New | Q4 2025 | Feb 12, 2026 |
| Pictet North America Advisors SA | History | Added to | 6,850 | 410 | 0.04% | 0.03% | 641 | +2,080 | 43.61% | Q4 2025 | Jan 16, 2026 |
| IFG Advisory, LLC | History | Added to | 6,734 | 403 | 0.02% | 0.02% | 642 | +847 | 14.39% | Q4 2025 | Feb 10, 2026 |
| PFG Investments, LLC | History | Added to | 6,741 | 403 | 0.02% | 0.02% | 643 | +420 | 6.64% | Q4 2025 | Jan 26, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 6,697 | 401 | 0.25% | — | 644 | +6,697 | New | Q4 2025 | Feb 04, 2026 |
| Pacific Wealth Management | History | Added to | 6,655 | 398 | 0.18% | 0.2% | 645 | +3 | 0.05% | Q4 2025 | Feb 12, 2026 |
| Sovran Advisors, LLC | History | Reduced | 6,608 | 396 | 0.03% | 0.04% | 646 | -32 | -0.48% | Q4 2025 | Jan 20, 2026 |
| Cedarwood Wealth LLC | History | New | 6,540 | 391 | 0.44% | — | 647 | +6,540 | New | Q4 2025 | Mar 05, 2026 |
| NATURAL INVESTMENTS, LLC | History | New | 6,492 | 389 | 0.1% | — | 648 | +6,492 | New | Q4 2025 | Jan 23, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 6,494 | 389 | 0.05% | 0.05% | 649 | +421 | 6.93% | Q4 2025 | Jan 23, 2026 |
| Caldwell Trust Co | History | No change | 6,410 | 384 | 0.03% | 0.04% | 650 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| InTrack Investment Management Inc | History | Added to | 6,407 | 383 | 0.21% | 0.19% | 651 | +1,007 | 18.65% | Q4 2025 | Jan 14, 2026 |
| Focus Financial Network, Inc. | History | Added to | 6,310 | 378 | 0.01% | 0.01% | 652 | +75 | 1.2% | Q4 2025 | Jan 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 6,304 | 377 | 0.0% | 0.0% | 653 | -144 | -2.23% | Q4 2025 | Feb 12, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 6,252 | 374 | 0.09% | 0.06% | 655 | +2,850 | 83.77% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,254 | 374 | 0.03% | 0.03% | 654 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | New | 6,196 | 371 | 0.0% | — | 656 | +6,196 | New | Q4 2025 | Feb 10, 2026 |
| XY Planning Network, Inc. | History | New | 6,193 | 371 | 0.06% | — | 657 | +6,193 | New | Q4 2025 | Jan 26, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 6,189 | 370 | 0.04% | 0.0% | 658 | +6,088 | 6027.72% | Q4 2025 | Jan 22, 2026 |
| Fortress Financial Solutions, LLC | History | Reduced | 6,177 | 370 | 0.38% | 0.42% | 659 | -187 | -2.94% | Q4 2025 | Jan 23, 2026 |
| EASTERN BANK | History | Added to | 6,166 | 369 | 0.01% | 0.0% | 660 | +4,236 | 219.48% | Q4 2025 | Jan 14, 2026 |
| Portside Wealth Group, LLC | History | Added to | 6,149 | 368 | 0.05% | 0.04% | 661 | +1,135 | 22.64% | Q4 2025 | Jan 21, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 6,071 | 363 | 0.02% | 0.01% | 662 | +2,430 | 66.74% | Q4 2025 | Feb 06, 2026 |
| Zhang Financial LLC | History | Added to | 5,961 | 357 | 0.01% | 0.01% | 663 | +2,217 | 59.21% | Q4 2025 | Feb 10, 2026 |
| WARNER FINANCIAL, INC | History | No change | 5,859 | 351 | 0.12% | 0.13% | 664 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Modera Wealth Management, LLC | History | Added to | 5,821 | 348 | 0.0% | 0.0% | 665 | +309 | 5.61% | Q4 2025 | Jan 21, 2026 |
| Certified Advisory Corp | History | Added to | 5,794 | 347 | 0.03% | 0.03% | 666 | +72 | 1.26% | Q4 2025 | Jan 12, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 5,776 | 346 | 0.03% | 0.03% | 667 | +76 | 1.33% | Q4 2025 | Feb 12, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 5,723 | 343 | 0.02% | 0.02% | 668 | -19 | -0.33% | Q4 2025 | Feb 13, 2026 |
| WFA of San Diego, LLC | History | No change | 5,734 | 343 | 0.25% | 0.23% | 669 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 5,720 | 342 | 0.01% | 0.01% | 670 | +181 | 3.27% | Q4 2025 | Jan 30, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 5,698 | 341 | 0.01% | — | 671 | +5,698 | New | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Added to | 5,658 | 339 | 0.01% | 0.01% | 672 | +127 | 2.3% | Q4 2025 | Jan 30, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 5,633 | 337 | 0.01% | 0.01% | 673 | -50 | -0.88% | Q4 2025 | Jan 23, 2026 |
| SACHEM HILL LLC | History | Added to | 5,573 | 333 | 0.06% | 0.06% | 674 | +199 | 3.7% | Q4 2025 | Feb 12, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 5,458 | 327 | 0.03% | 0.03% | 675 | -446 | -7.55% | Q4 2025 | Feb 04, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 5,441 | 326 | 0.02% | 0.02% | 677 | +412 | 8.19% | Q4 2025 | Feb 17, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 5,454 | 326 | 0.05% | 0.05% | 676 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 5,411 | 324 | 0.03% | 0.03% | 678 | -9 | -0.17% | Q4 2025 | Jan 23, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | No change | 5,367 | 321 | 0.29% | 0.3% | 679 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Integrity Investment Advisors, LLC | History | New | 5,290 | 317 | 0.17% | — | 681 | +5,290 | New | Q4 2025 | Feb 13, 2026 |
| Global Assets Advisory, LLC | History | No change | 5,290 | 317 | 0.09% | 0.09% | 680 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 5,278 | 316 | 0.05% | 0.05% | 682 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 5,268 | 315 | 0.02% | 0.02% | 683 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Iowa State Bank | History | No change | 5,271 | 315 | 0.06% | 0.06% | 684 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 5,254 | 314 | 0.11% | 0.1% | 685 | +1,622 | 44.66% | Q4 2025 | Jan 23, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 5,230 | 313 | 0.01% | 0.03% | 686 | -4,637 | -47.0% | Q4 2025 | Feb 12, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 5,219 | 312 | 0.02% | 0.02% | 687 | -185 | -3.42% | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 5,148 | 308 | 0.02% | 0.02% | 688 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cadence Bank | History | Reduced | 5,108 | 306 | 0.02% | 0.02% | 689 | -188 | -3.55% | Q4 2025 | Jan 30, 2026 |
| Successful Portfolios LLC | History | Added to | 5,040 | 302 | 0.15% | 0.17% | 690 | +216 | 4.48% | Q4 2025 | Jan 23, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 4,998 | 300 | 0.01% | — | 691 | +4,998 | New | Q4 2025 | Feb 13, 2026 |
| Visionary Wealth Advisors | History | No change | 4,985 | 298 | 0.01% | 0.01% | 692 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| United Asset Strategies, Inc. | History | New | 4,919 | 294 | 0.02% | — | 693 | +4,919 | New | Q4 2025 | Jan 28, 2026 |
| WASHINGTON TRUST BANK | History | New | 4,885 | 292 | 0.02% | — | 694 | +4,885 | New | Q4 2025 | Feb 04, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 4,881 | 292 | 0.03% | — | 696 | +4,881 | New | Q4 2025 | Feb 11, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 4,873 | 292 | 0.06% | 0.06% | 695 | +154 | 3.26% | Q4 2025 | Jan 13, 2026 |
| ETF Store, Inc. | History | Reduced | 4,808 | 288 | 0.29% | 0.33% | 698 | -354 | -6.86% | Q4 2025 | Jan 22, 2026 |
| Sunflower Bank, N.A. | History | Added to | 4,806 | 288 | 0.07% | 0.07% | 697 | +202 | 4.39% | Q4 2025 | Jan 09, 2026 |
| Johnson Bixby & Associates, LLC | History | Added to | 4,792 | 287 | 0.04% | 0.03% | 699 | +332 | 7.44% | Q4 2025 | Jan 14, 2026 |
| Ketron Financial | History | New | 4,779 | 286 | 0.1% | — | 700 | +4,779 | New | Q4 2025 | Feb 24, 2026 |
| Capital Planning Advisors, LLC | History | No change | 4,710 | 282 | 0.04% | 0.04% | 701 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | New | 4,690 | 281 | 0.01% | — | 703 | +4,690 | New | Q4 2025 | Feb 10, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 4,700 | 281 | 0.13% | 0.14% | 702 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ballentine Partners, LLC | History | New | 4,604 | 275 | 0.0% | — | 704 | +4,604 | New | Q4 2025 | Feb 03, 2026 |
| CX Institutional | History | Added to | 4,550 | 273 | 0.01% | 0.01% | 705 | +154 | 3.5% | Q4 2025 | Feb 02, 2026 |
| Financial Council, LLC | History | Reduced | 4,501 | 269 | 0.11% | 0.12% | 706 | -56 | -1.23% | Q4 2025 | Feb 05, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 4,467 | 267 | 0.06% | 0.07% | 707 | -171 | -3.69% | Q4 2025 | Feb 04, 2026 |
| Brookwood Investment Group LLC | History | New | 4,445 | 266 | 0.03% | — | 709 | +4,445 | New | Q4 2025 | Jan 22, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 4,453 | 266 | 0.02% | 0.02% | 708 | +350 | 8.53% | Q4 2025 | Feb 10, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 4,390 | 263 | 0.06% | — | 710 | +4,390 | New | Q4 2025 | Feb 12, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 4,385 | 262 | 0.11% | 0.11% | 711 | +311 | 7.63% | Q4 2025 | Jan 29, 2026 |
| MEYER HANDELMAN CO | History | Added to | 4,364 | 261 | 0.01% | 0.01% | 712 | +68 | 1.58% | Q4 2025 | Jan 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 4,310 | 258 | 0.02% | 0.03% | 713 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Fairscale Capital, LLC | History | No change | 4,310 | 258 | 0.17% | 0.18% | 714 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SwitchPoint Financial Planning, LLC | History | Added to | 4,294 | 257 | 0.18% | 0.18% | 715 | +49 | 1.15% | Q4 2025 | Feb 17, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 4,267 | 255 | 0.01% | 0.01% | 716 | +14 | 0.33% | Q4 2025 | Feb 10, 2026 |
| Texas Bank & Trust Co | History | No change | 4,258 | 255 | 0.09% | 0.1% | 717 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 4,232 | 253 | 0.07% | 0.07% | 718 | +82 | 1.98% | Q4 2025 | Jan 16, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 4,211 | 252 | 0.01% | 0.01% | 719 | -1 | -0.02% | Q4 2025 | Jan 26, 2026 |
| Hill Investment Group Partners, LLC | History | New | 4,152 | 248 | 0.03% | — | 720 | +4,152 | New | Q4 2025 | Feb 17, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 4,114 | 246 | 0.09% | 0.08% | 721 | +541 | 15.14% | Q4 2025 | Jan 23, 2026 |
| Canandaigua National Trust Co of Florida | History | New | 4,070 | 243 | 0.15% | — | 722 | +4,070 | New | Q4 2025 | Jan 30, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 4,051 | 242 | 0.03% | 0.03% | 723 | -383 | -8.64% | Q4 2025 | Jan 26, 2026 |
| Traub Capital Management LLC | History | No change | 4,050 | 242 | 0.23% | 0.24% | 724 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Portland Financial Advisors Inc | History | No change | 4,010 | 240 | 0.51% | 0.51% | 725 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Klaas Financial Asset Advisors, LLC | History | New | 3,990 | 239 | 0.03% | — | 726 | +3,990 | New | Q4 2025 | Jan 27, 2026 |
| GeoWealth Management, LLC | History | Reduced | 3,970 | 237 | 0.01% | 0.01% | 727 | -355 | -8.21% | Q4 2025 | Feb 17, 2026 |
| Crews Bank & Trust | History | Reduced | 3,968 | 237 | 0.03% | 0.04% | 728 | -200 | -4.8% | Q4 2025 | Jan 21, 2026 |
| Berger Financial Group, Inc | History | New | 3,827 | 229 | 0.01% | — | 730 | +3,827 | New | Q4 2025 | Jan 27, 2026 |
| Composition Wealth, LLC | History | Added to | 3,822 | 229 | 0.0% | 0.0% | 729 | +108 | 2.91% | Q4 2025 | Feb 02, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 3,815 | 228 | 0.0% | 0.0% | 731 | +1,349 | 54.7% | Q4 2025 | Feb 12, 2026 |
| Diversified Trust Co | History | New | 3,780 | 226 | 0.0% | — | 732 | +3,780 | New | Q4 2025 | Jan 09, 2026 |
| Facet Wealth, Inc. | History | New | 3,766 | 225 | 0.0% | — | 733 | +3,766 | New | Q4 2025 | Jan 29, 2026 |
| Carl P. Sherr & Co., LLC | History | New | 3,759 | 225 | 0.1% | — | 734 | +3,759 | New | Q4 2025 | Feb 09, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 3,771 | 225 | 0.15% | 0.16% | 735 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NORTH DALLAS BANK & TRUST CO | History | New | 3,749 | 224 | 0.15% | — | 736 | +3,749 | New | Q4 2025 | Feb 11, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | Added to | 3,698 | 221 | 0.07% | 0.07% | 737 | +34 | 0.93% | Q4 2025 | Jan 30, 2026 |
| Victrix Investment Advisors | History | New | 3,687 | 220 | 0.09% | — | 738 | +3,687 | New | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,661 | 219 | 0.0% | 0.0% | 739 | +691 | 23.27% | Q4 2025 | Feb 06, 2026 |
| IFG Advisors, LLC | History | Reduced | 3,645 | 218 | 0.04% | 0.04% | 740 | -114 | -3.03% | Q4 2025 | Jan 13, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | New | 3,637 | 217 | 0.07% | — | 742 | +3,637 | New | Q4 2025 | Jan 22, 2026 |
| Simmons Bank | History | New | 3,635 | 217 | 0.01% | — | 743 | +3,635 | New | Q4 2025 | Feb 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 3,624 | 217 | 0.0% | 0.0% | 741 | -1,370 | -27.43% | Q4 2025 | Feb 11, 2026 |
| Professional Financial Advisors, LLC | History | New | 3,575 | 214 | 0.04% | — | 744 | +3,575 | New | Q4 2025 | Jan 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 3,563 | 213 | 0.0% | 0.01% | 745 | -111,096 | -96.89% | Q4 2025 | Feb 17, 2026 |
| Partners in Financial Planning | History | New | 3,525 | 211 | 0.04% | — | 748 | +3,525 | New | Q4 2025 | Feb 02, 2026 |
| GenWealth Group, Inc. | History | No change | 3,530 | 211 | 0.04% | 0.04% | 746 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | No change | 3,535 | 211 | 0.03% | 0.03% | 747 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Lido Advisors, LLC | History | New | 3,512 | 210 | 0.0% | — | 750 | +3,512 | New | Q4 2025 | Feb 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 3,506 | 210 | 0.0% | 0.0% | 749 | -112 | -3.1% | Q4 2025 | Feb 06, 2026 |
| SEMITAM BONAM LLC | History | Reduced | 3,515 | 210 | 0.17% | 0.19% | 751 | -4 | -0.11% | Q4 2025 | Jan 20, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 3,484 | 208 | 0.06% | 0.06% | 752 | +43 | 1.25% | Q4 2025 | Feb 12, 2026 |
| Gateway Wealth Partners, LLC | History | New | 3,454 | 206 | 0.02% | — | 754 | +3,454 | New | Q4 2025 | Feb 11, 2026 |
| WealthCare Investment Partners, LLC | History | New | 3,453 | 206 | 0.06% | — | 753 | +3,453 | New | Q4 2025 | Jan 06, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Reduced | 3,401 | 203 | 0.02% | 0.04% | 755 | -2,312 | -40.47% | Q4 2025 | Feb 17, 2026 |
| ProCore Advisors, LLC | History | New | 3,382 | 202 | 0.21% | — | 756 | +3,382 | New | Q4 2025 | Jan 21, 2026 |
| SageView Advisory Group, LLC | History | New | 3,361 | 201 | 0.01% | — | 757 | +3,361 | New | Q4 2025 | Feb 17, 2026 |
| Grove Bank & Trust | History | No change | 3,288 | 197 | 0.02% | 0.02% | 758 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 3,144 | 188 | 0.12% | 0.12% | 759 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Coston, McIsaac & Partners | History | Added to | 3,093 | 185 | 0.04% | 0.04% | 760 | +7 | 0.23% | Q4 2025 | Feb 03, 2026 |
| Frankly Finances, LLC | History | New | 2,810 | 168 | 0.15% | — | 761 | +2,810 | New | Q4 2025 | Jan 26, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 2,765 | 165 | 0.02% | 0.01% | 762 | +2,034 | 278.25% | Q4 2025 | Feb 10, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 2,673 | 160 | 0.05% | 0.08% | 764 | +1,339 | 100.37% | Q4 2025 | Feb 17, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 2,676 | 160 | 0.0% | 0.0% | 763 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 2,565 | 153 | 0.04% | 0.04% | 765 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bogart Wealth, LLC | History | Added to | 2,433 | 145 | 0.01% | 0.01% | 766 | +215 | 9.69% | Q4 2025 | Jan 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 2,379 | 142 | 0.01% | — | 767 | +2,379 | New | Q4 2025 | Jan 21, 2026 |
| Greenline Wealth Management LLC | History | New | 2,280 | 136 | 0.14% | — | 768 | +2,280 | New | Q4 2025 | Feb 13, 2026 |
| BFSG, LLC | History | New | 2,260 | 135 | 0.01% | — | 769 | +2,260 | New | Q4 2025 | Jan 22, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 2,240 | 134 | 0.0% | 0.0% | 770 | +989 | 79.06% | Q4 2025 | Jan 28, 2026 |
| Ransom Advisory, Ltd | History | New | 2,120 | 127 | 0.05% | — | 772 | +2,120 | New | Q4 2025 | Jan 06, 2026 |
| Avion Wealth | History | Added to | 2,122 | 127 | 0.03% | 0.02% | 771 | +203 | 10.58% | Q4 2025 | Jan 23, 2026 |
| TRUST CO OF VERMONT | History | Added to | 2,085 | 124 | 0.01% | 0.0% | 773 | +240 | 13.01% | Q4 2025 | Jan 16, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 2,073 | 124 | 0.0% | 0.0% | 774 | -105 | -4.82% | Q4 2025 | Jan 20, 2026 |
| Kingdom Financial Group LLC. | History | New | 2,066 | 123 | 0.04% | — | 775 | +2,066 | New | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,004 | 120 | 0.0% | 0.0% | 776 | +862 | 75.48% | Q4 2025 | Jan 28, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 2,000 | 119 | 0.09% | — | 778 | +2,000 | New | Q4 2025 | Jan 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,984 | 119 | 0.0% | 0.0% | 777 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TCTC Holdings, LLC | History | No change | 1,955 | 117 | 0.0% | 0.0% | 779 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,870 | 112 | 0.0% | 0.0% | 780 | +7 | 0.38% | Q4 2025 | Feb 02, 2026 |
| FSA Advisors, Inc. | History | New | 105,030 | 111 | 0.08% | — | 781 | +105,030 | New | Q4 2025 | Feb 02, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,852 | 110 | 0.01% | 0.01% | 782 | +60 | 3.35% | Q4 2025 | Jan 21, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 1,850 | 110 | 0.05% | 0.05% | 783 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,752 | 104 | 0.01% | 0.01% | 784 | -352 | -16.73% | Q4 2025 | Feb 10, 2026 |
| Woodside Wealth Management LLC | History | No change | 1,663 | 99 | 0.07% | 0.08% | 785 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 1,600 | 95 | 0.0% | 0.0% | 786 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Register Financial Advisors LLC | History | No change | 1,500 | 89 | 0.03% | 0.04% | 787 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1,471 | 88 | 0.03% | — | 788 | +1,471 | New | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | Added to | 1,459 | 87 | 0.0% | 0.0% | 789 | +1,061 | 266.58% | Q4 2025 | Feb 17, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,420 | 85 | 0.0% | 0.0% | 790 | -191 | -11.86% | Q4 2025 | Feb 11, 2026 |
| Nemes Rush Group LLC | History | Added to | 1,407 | 84 | 0.01% | 0.0% | 791 | +912 | 184.24% | Q4 2025 | Feb 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,406 | 84 | 0.01% | 0.01% | 792 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Bank of Jackson Hole Trust | History | Reduced | 1,396 | 83 | 0.04% | 0.05% | 793 | -167 | -10.68% | Q4 2025 | Feb 12, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 1,371 | 82 | 0.01% | 0.01% | 794 | +157 | 12.93% | Q4 2025 | Jan 23, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 1,315 | 78 | 0.02% | 0.02% | 795 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 1,253 | 75 | 0.0% | 0.0% | 796 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pacifica Partners Inc. | History | Reduced | 1,243 | 74 | 0.03% | 0.03% | 797 | -87 | -6.54% | Q4 2025 | Jan 09, 2026 |
| Independence Bank of Kentucky | History | New | 1,129 | 67 | 0.01% | — | 798 | +1,129 | New | Q4 2025 | Jan 20, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 1,077 | 65 | 0.01% | — | 799 | +1,077 | New | Q4 2025 | Jan 20, 2026 |
| First Pacific Financial | History | Added to | 1,075 | 64 | 0.01% | 0.01% | 800 | +13 | 1.22% | Q4 2025 | Jan 16, 2026 |