VANGUARD MUNICIPAL BOND FUNDS - VTEB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 13 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 | 104,551,572 | 5,257,898 | 0.33% | 0.3% | 1 | +5,461,346 | 5.51% | Q4 2025 | Feb 11, 2026 |
| Align Financial, LLC | History | New | 1,921,078 | 1,921,078 | 1.11% | — | 2 | +1,921,078 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 36,651,506 | 1,843,204 | 1.17% | 1.19% | 3 | +903,850 | 2.53% | Q4 2025 | Feb 10, 2026 |
| MORGAN STANLEY | History | Added to | 25,172,743 | 1,265,937 | 0.08% | 0.07% | 4 | +2,173,235 | 9.45% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 25,032,475 | 1,258,883 | 0.9% | 1.0% | 5 | -1,068,772 | -4.09% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 24,614,196 | 1,237,835 | 0.39% | 0.36% | 6 | +2,396,916 | 10.79% | Q4 2025 | Feb 18, 2026 |
| Wealthfront Advisers LLC | History | Added to | 24,153,510 | 1,214,679 | 2.71% | 2.62% | 7 | +1,889,400 | 8.49% | Q4 2025 | Jan 30, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 22,997,679 | 1,156,553 | 0.18% | 0.19% | 8 | -1,003,533 | -4.18% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 20,493,631 | 1,030,624 | 0.05% | 0.05% | 9 | +165,415 | 0.81% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 15,349,478 | 771,925 | 0.1% | 0.1% | 10 | -129,707 | -0.84% | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 13,972,314 | 702,666 | 1.68% | 1.73% | 11 | -283,186 | -1.99% | Q4 2025 | Feb 11, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 13,505,350 | 679,183 | 0.67% | 0.75% | 12 | -353,702 | -2.55% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 13,488,012 | 678,312 | 0.12% | 0.12% | 13 | +492,857 | 3.79% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 12,056,265 | 606,309 | 0.04% | 0.04% | 14 | +1,339,839 | 12.5% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 10,228,805 | 514,406 | 0.78% | 0.8% | 15 | +637,405 | 6.65% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 9,135,043 | 459,401 | 0.13% | 0.11% | 16 | +1,637,385 | 21.84% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,954,599 | 349,746 | 0.21% | 0.19% | 17 | +1,251,278 | 21.94% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Added to | 6,707,905 | 337,341 | 0.64% | 0.65% | 18 | +134,551 | 2.05% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 6,272,115 | 315,424 | 0.08% | 0.08% | 19 | +188,310 | 3.1% | Q4 2025 | Feb 11, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 5,599,510 | 281,599 | 4.26% | 4.24% | 20 | +232,640 | 4.33% | Q4 2025 | Jan 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 4,656,711 | 234,186 | 0.07% | 0.07% | 21 | -3,485 | -0.07% | Q4 2025 | Feb 10, 2026 |
| ASPIRIANT, LLC | History | Added to | 4,304,051 | 216,450 | 6.22% | 6.31% | 22 | +179,816 | 4.36% | Q4 2025 | Jan 20, 2026 |
| VANGUARD GROUP INC | History | Added to | 4,141,430 | 208,272 | 0.0% | 0.0% | 23 | +397,257 | 10.61% | Q4 2025 | Jan 29, 2026 |
| Cerity Partners LLC | History | Reduced | 4,039,189 | 203,130 | 0.3% | 0.34% | 24 | -175,795 | -4.17% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 4,034,038 | 202,869 | 0.28% | 0.14% | 25 | +2,257,986 | 127.14% | Q4 2025 | Mar 09, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 4,014,749 | 201,901 | 2.21% | 2.18% | 26 | +174,072 | 4.53% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 3,957,789 | 199,036 | 0.24% | 0.23% | 27 | +415,594 | 11.73% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 3,747,377 | 188,455 | 0.03% | 0.03% | 28 | +81,659 | 2.23% | Q4 2025 | Jan 29, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 3,556,836 | 178,873 | 3.95% | 3.65% | 29 | +357,339 | 11.17% | Q4 2025 | Jan 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,508,879 | 176,461 | 0.21% | 0.22% | 30 | -147,427 | -4.03% | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,402,884 | 171,133 | 0.03% | — | 31 | +3,402,884 | New | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,036,673 | 152,699 | 0.03% | 0.04% | 32 | -24,405 | -0.8% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,560,351 | 128,760 | 0.07% | 0.07% | 33 | +188,763 | 7.96% | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,546,788 | 128,077 | 0.14% | 0.14% | 34 | +91,139 | 3.71% | Q4 2025 | Feb 06, 2026 |
| Members Trust Co | History | Added to | 2,363,691 | 118,870 | 3.88% | 3.87% | 35 | +15,082 | 0.64% | Q4 2025 | Jan 15, 2026 |
| Pathstone Holdings, LLC | History | New | 2,347,359 | 118,048 | 0.46% | — | 36 | +2,347,359 | New | Q4 2025 | Feb 13, 2026 |
| Facet Wealth, Inc. | History | Reduced | 2,027,620 | 102,536 | 1.81% | 2.13% | 37 | -31,594 | -1.53% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,959,018 | 98,526 | 0.14% | 0.13% | 38 | +19,548 | 1.01% | Q4 2025 | Feb 17, 2026 |
| SCS Capital Management LLC | History | Reduced | 1,945,859 | 97,857 | 1.04% | 1.07% | 39 | -8,395 | -0.43% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 1,930,327 | 97,076 | 0.95% | 0.95% | 40 | +76,984 | 4.15% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 1,911,373 | 96,122 | 1.17% | 1.22% | 41 | -24,422 | -1.26% | Q4 2025 | Jan 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,817,280 | 91,702 | 0.12% | 0.13% | 42 | +59,820 | 3.4% | Q4 2025 | Jan 08, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,761,477 | 88,584 | 0.14% | 0.13% | 43 | +176,385 | 11.13% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 1,705,535 | 85,771 | 0.48% | 0.49% | 44 | +78,915 | 4.85% | Q4 2025 | Feb 03, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,648,740 | 82,915 | 0.01% | 0.01% | 45 | -232,432 | -12.36% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Added to | 1,530,633 | 76,975 | 0.0% | 0.0% | 46 | +1,521,606 | 16856.16% | Q4 2025 | Feb 12, 2026 |
| GeoWealth Management, LLC | History | Reduced | 1,517,483 | 76,314 | 2.81% | 2.78% | 47 | -4,222 | -0.28% | Q4 2025 | Feb 17, 2026 |
| Lutz Financial Services LLC | History | Added to | 1,486,795 | 74,770 | 5.09% | 4.84% | 48 | +151,071 | 11.31% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,486,004 | 74,731 | 0.07% | 0.06% | 49 | +88,859 | 6.36% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,485,777 | 74,719 | 0.01% | 0.01% | 50 | +132,711 | 9.81% | Q4 2025 | Feb 10, 2026 |
| Savant Capital, LLC | History | Reduced | 1,469,418 | 73,897 | 0.42% | 0.47% | 51 | -91,606 | -5.87% | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 1,432,285 | 72,029 | 0.39% | 0.8% | 52 | -1,394,307 | -49.33% | Q4 2025 | Jan 29, 2026 |
| Wedmont Private Capital | History | Added to | 1,322,300 | 66,842 | 2.32% | 2.24% | 53 | +118,277 | 9.82% | Q4 2025 | Jan 08, 2026 |
| Forum Financial Management, LP | History | Reduced | 1,301,171 | 65,435 | 0.85% | 0.91% | 54 | -21,060 | -1.59% | Q4 2025 | Jan 27, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 1,167,628 | 58,720 | 1.02% | 1.28% | 55 | +65,163 | 5.91% | Q4 2025 | Feb 09, 2026 |
| BAKER BOYER NATIONAL BANK | History | Added to | 1,162,771 | 58,475 | 17.65% | 19.28% | 56 | +3,557 | 0.31% | Q4 2025 | Feb 03, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 1,105,980 | 55,619 | 8.15% | 9.28% | 57 | +11,107 | 1.01% | Q4 2025 | Feb 04, 2026 |
| Focus Partners Wealth | History | Added to | 1,093,931 | 55,013 | 0.06% | 0.04% | 58 | +555,828 | 103.29% | Q4 2025 | Feb 13, 2026 |
| West Financial Advisors, LLC | History | Reduced | 1,074,039 | 54,013 | 9.11% | 9.4% | 59 | -61,706 | -5.43% | Q4 2025 | Jan 13, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 1,035,648 | 52,414 | 5.88% | 3.96% | 60 | +363,519 | 54.08% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 1,037,572 | 52,179 | 0.06% | 0.05% | 61 | +205,315 | 24.67% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 991,532 | 49,864 | 0.07% | 0.06% | 62 | +43,008 | 4.53% | Q4 2025 | Feb 12, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 980,932 | 49,331 | 9.9% | 10.36% | 63 | -7,418 | -0.75% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 977,185 | 49,142 | 0.12% | 0.12% | 64 | +98,572 | 11.22% | Q4 2025 | Feb 13, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 970,527 | 48,808 | 0.82% | 0.79% | 65 | -1,404 | -0.14% | Q4 2025 | Feb 10, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 957,875 | 48,171 | 0.57% | 0.48% | 66 | -108,191 | -10.15% | Q4 2025 | Feb 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 942,979 | 47,422 | 0.49% | 0.45% | 67 | +50,260 | 5.63% | Q4 2025 | Jan 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 928,015 | 46,669 | 2.69% | 1.01% | 68 | +683,125 | 278.95% | Q4 2025 | Feb 09, 2026 |
| GenTrust, LLC | History | Reduced | 901,670 | 45,345 | 1.96% | 2.25% | 69 | -85,749 | -8.68% | Q4 2025 | Feb 02, 2026 |
| EP Wealth Advisors, LLC | History | New | 900,006 | 45,261 | 0.24% | — | 70 | +900,006 | New | Q4 2025 | Feb 18, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 898,253 | 45,173 | 3.11% | 3.29% | 71 | -28,030 | -3.03% | Q4 2025 | Feb 23, 2026 |
| Foster Group, Inc. | History | Reduced | 892,531 | 44,885 | 1.36% | 1.42% | 72 | -9,434 | -1.05% | Q4 2025 | Jan 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 874,717 | 43,989 | 0.16% | 0.18% | 73 | +99,962 | 12.9% | Q4 2025 | Feb 18, 2026 |
| Sunflower Bank, N.A. | History | Reduced | 874,166 | 43,961 | 11.08% | 10.93% | 74 | -23,195 | -2.58% | Q4 2025 | Jan 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 847,429 | 42,617 | 0.3% | 0.33% | 75 | +67,480 | 8.65% | Q4 2025 | Feb 18, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 844,399 | 42,464 | 0.08% | 0.08% | 76 | -1,119 | -0.13% | Q4 2025 | Feb 12, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 840,380 | 42,262 | 0.7% | 0.7% | 77 | +14,485 | 1.75% | Q4 2025 | Feb 03, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 837,021 | 42,093 | 6.41% | 6.56% | 78 | +19,381 | 2.37% | Q4 2025 | Jan 30, 2026 |
| Centiva Capital, LP | History | New | 831,400 | 41,811 | 0.34% | — | 79 | +831,400 | New | Q4 2025 | Feb 13, 2026 |
| One Capital Management, LLC | History | Added to | 809,643 | 40,716 | 1.23% | 1.24% | 80 | +36,033 | 4.66% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 806,676 | 40,567 | 0.17% | — | 81 | +806,676 | New | Q4 2025 | Feb 05, 2026 |
| M&T BANK CORP | History | Added to | 793,591 | 39,909 | 0.13% | 0.13% | 82 | +6,342 | 0.81% | Q4 2025 | Jan 30, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 793,054 | 39,882 | 0.98% | 1.16% | 83 | -66,918 | -7.78% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 789,995 | 39,728 | 0.0% | 0.0% | 84 | +165,960 | 26.59% | Q4 2025 | Mar 25, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 789,163 | 39,687 | 2.24% | 2.26% | 85 | +18,091 | 2.35% | Q4 2025 | Jan 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 761,194 | 38,280 | 0.05% | 0.05% | 86 | -23,643 | -3.01% | Q4 2025 | Feb 02, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 745,618 | 37,497 | 0.84% | 0.89% | 87 | +96 | 0.01% | Q4 2025 | Jan 27, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 724,138 | 36,416 | 1.44% | 1.49% | 88 | -10,953 | -1.49% | Q4 2025 | Jan 14, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 699,992 | 35,202 | 1.93% | 1.92% | 89 | +42,122 | 6.4% | Q4 2025 | Jan 29, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 695,282 | 35,153 | 2.37% | 2.19% | 90 | +133,935 | 23.86% | Q4 2025 | Feb 13, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 692,090 | 34,805 | 3.4% | 2.99% | 91 | +93,438 | 15.61% | Q4 2025 | Jan 29, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 691,896 | 34,795 | 3.74% | 4.23% | 92 | +30,628 | 4.63% | Q4 2025 | Jan 28, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 687,459 | 34,572 | 0.28% | 0.38% | 93 | -751,283 | -52.22% | Q4 2025 | Feb 13, 2026 |
| Allen Investment Management, LLC | History | Added to | 673,326 | 33,861 | 0.38% | 0.35% | 94 | +50,416 | 8.09% | Q4 2025 | Feb 10, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 662,875 | 33,574 | 0.77% | 0.87% | 95 | -23,441 | -3.42% | Q4 2025 | Feb 09, 2026 |
| Modera Wealth Management, LLC | History | Added to | 641,037 | 32,237 | 0.37% | 0.37% | 96 | +467 | 0.07% | Q4 2025 | Jan 21, 2026 |
| AlphaCore Capital LLC | History | Reduced | 636,970 | 32,033 | 0.71% | 1.14% | 97 | -37,429 | -5.55% | Q4 2025 | Feb 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 636,598 | 32,014 | 0.11% | 0.11% | 98 | +18,709 | 3.03% | Q4 2025 | Feb 06, 2026 |
| BIP Wealth, LLC | History | Added to | 636,346 | 32,001 | 1.13% | 1.4% | 99 | +69,800 | 12.32% | Q4 2025 | Jan 21, 2026 |
| Gleason Group, Inc. | History | Added to | 629,379 | 31,651 | 3.1% | 3.15% | 100 | +3,465 | 0.55% | Q4 2025 | Jan 15, 2026 |
| Astoria Strategic Wealth, Inc. | History | Reduced | 624,010 | 31,381 | 7.9% | 8.08% | 101 | -14,595 | -2.29% | Q4 2025 | Feb 05, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 616,050 | 30,981 | 1.01% | 0.96% | 102 | +34,002 | 5.84% | Q4 2025 | Feb 13, 2026 |
| BSW Wealth Partners | History | Reduced | 615,573 | 30,957 | 3.71% | 4.0% | 103 | -25,832 | -4.03% | Q4 2025 | Jan 23, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 611,269 | 30,740 | 0.64% | 0.64% | 104 | +17,158 | 2.89% | Q4 2025 | Feb 18, 2026 |
| Waverly Advisors, LLC | History | Added to | 602,056 | 30,277 | 0.25% | 0.3% | 105 | +7,279 | 1.22% | Q4 2025 | Feb 17, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 595,811 | 29,963 | 0.5% | 0.32% | 106 | +218,091 | 57.74% | Q4 2025 | Jan 28, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 589,131 | 29,627 | 0.38% | 0.33% | 107 | +79,087 | 15.51% | Q4 2025 | Feb 03, 2026 |
| Jordan Park Group LLC | History | Added to | 582,930 | 29,315 | 1.7% | 1.19% | 108 | +167,088 | 40.18% | Q4 2025 | Feb 10, 2026 |
| CX Institutional | History | Added to | 564,405 | 28,384 | 0.85% | 0.82% | 109 | +22,442 | 4.14% | Q4 2025 | Feb 02, 2026 |
| MBB PUBLIC MARKETS I LLC | History | New | 558,333 | 28,078 | 2.93% | — | 110 | +558,333 | New | Q4 2025 | Feb 17, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 532,359 | 26,772 | 7.43% | 7.82% | 111 | +53,251 | 11.11% | Q4 2025 | Jan 26, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 515,211 | 25,969 | 2.3% | 2.17% | 112 | +33,355 | 6.92% | Q4 2025 | Jan 28, 2026 |
| Brookstone Capital Management | History | Added to | 506,744 | 25,484 | 0.29% | 0.27% | 113 | +51,388 | 11.29% | Q4 2025 | Jan 15, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 478,993 | 24,088 | 2.94% | 3.08% | 114 | -10,436 | -2.13% | Q4 2025 | Feb 02, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 475,297 | 23,902 | 0.21% | 0.38% | 115 | -380,799 | -44.48% | Q4 2025 | Feb 05, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 472,289 | 23,751 | 0.63% | 0.63% | 116 | +10,536 | 2.28% | Q4 2025 | Jan 22, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 454,064 | 22,834 | 0.04% | 0.03% | 117 | -19,704 | -4.16% | Q4 2025 | Feb 17, 2026 |
| Elm Partners Management LLC | History | Added to | 452,643 | 22,763 | 1.03% | 0.34% | 118 | +317,820 | 235.73% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 446,783 | 22,469 | 0.06% | 0.07% | 119 | +7,483 | 1.7% | Q4 2025 | Jan 26, 2026 |
| REGIMEN WEALTH, LLC | History | Added to | 445,880 | 22,423 | 6.56% | 6.48% | 120 | +9,879 | 2.27% | Q4 2025 | Feb 09, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 436,638 | 21,958 | 6.68% | 6.4% | 121 | +45,215 | 11.55% | Q4 2025 | Jan 26, 2026 |
| Apella Capital, LLC | History | Added to | 434,264 | 21,839 | 0.43% | 0.44% | 122 | +44,649 | 11.46% | Q4 2025 | Jan 21, 2026 |
| Hirtle Callaghan & Co LLC | History | Reduced | 425,261 | 21,386 | 0.73% | 0.76% | 123 | -4,727 | -1.1% | Q4 2025 | Feb 04, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 423,437 | 21,294 | 1.48% | 1.31% | 124 | +61,995 | 17.15% | Q4 2025 | Jan 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 421,018 | 21,173 | 0.09% | 0.08% | 125 | +50,172 | 13.53% | Q4 2025 | Feb 13, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 406,197 | 20,427 | 1.88% | 1.89% | 126 | +1,663 | 0.41% | Q4 2025 | Jan 12, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 404,088 | 20,321 | 11.78% | 11.69% | 127 | +20,919 | 5.46% | Q4 2025 | Jan 21, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 403,510 | 20,292 | 1.95% | — | 128 | +403,510 | New | Q4 2025 | Feb 11, 2026 |
| Lexington Hill Partners, LLC | History | New | 395,788 | 19,904 | 14.97% | — | 129 | +395,788 | New | Q4 2025 | Feb 19, 2026 |
| BROWN ADVISORY INC | History | Added to | 394,889 | 19,858 | 0.03% | 0.02% | 130 | +14,000 | 3.68% | Q4 2025 | Feb 13, 2026 |
| Colony Family Offices, LLC | History | Reduced | 387,355 | 19,480 | 4.86% | 5.56% | 131 | -41,762 | -9.73% | Q4 2025 | Jan 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 379,350 | 19,077 | 0.0% | 0.0% | 132 | +142,218 | 59.97% | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 372,079 | 18,711 | 0.21% | 0.14% | 133 | +128,672 | 52.86% | Q4 2025 | Feb 06, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Added to | 371,923 | 18,703 | 0.78% | 0.77% | 134 | +10,009 | 2.77% | Q4 2025 | Jan 27, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 371,208 | 18,668 | 3.91% | 3.84% | 135 | +3,511 | 0.95% | Q4 2025 | Jan 08, 2026 |
| Stamos Capital Partners, L.P. | History | Reduced | 367,792 | 18,496 | 2.97% | 3.7% | 136 | -23,829 | -6.08% | Q4 2025 | Feb 12, 2026 |
| Compound Planning, Inc. | History | Added to | 367,123 | 18,462 | 0.54% | 0.54% | 137 | +33,931 | 10.18% | Q4 2025 | Feb 19, 2026 |
| Vise Technologies, Inc. | History | Added to | 366,394 | 18,425 | 0.36% | 0.4% | 138 | +152,136 | 71.01% | Q4 2025 | Feb 11, 2026 |
| Stairway Partners, LLC | History | Added to | 364,720 | 18,341 | 0.95% | 0.84% | 139 | +50,439 | 16.05% | Q4 2025 | Jan 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 364,241 | 18,317 | 0.67% | 0.59% | 140 | +50,534 | 16.11% | Q4 2025 | Feb 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 363,535 | 18,282 | 0.03% | 0.04% | 141 | -12,589 | -3.35% | Q4 2025 | Feb 17, 2026 |
| Carnegie Investment Counsel | History | Reduced | 359,160 | 18,062 | 0.33% | 0.34% | 142 | -2,546 | -0.7% | Q4 2025 | Jan 23, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 357,179 | 17,962 | 0.01% | 0.01% | 143 | -3,783 | -1.05% | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Added to | 346,623 | 17,431 | 0.04% | 0.04% | 144 | +6,182 | 1.82% | Q4 2025 | Jan 23, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 335,895 | 16,892 | 0.11% | 0.14% | 145 | -83,695 | -19.95% | Q4 2025 | Jan 27, 2026 |
| COMERICA BANK | History | Added to | 332,428 | 16,717 | 0.07% | 0.06% | 146 | +4,402 | 1.34% | Q4 2025 | Jan 29, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 331,379 | 16,665 | 0.02% | 0.02% | 147 | +47,845 | 16.87% | Q4 2025 | Feb 10, 2026 |
| FIRST HORIZON CORP | History | Added to | 330,757 | 16,633 | 0.74% | 0.75% | 148 | +10,226 | 3.19% | Q4 2025 | Jan 27, 2026 |
| Unison Advisors LLC | History | Added to | 330,178 | 16,604 | 1.45% | 1.51% | 149 | +180 | 0.05% | Q4 2025 | Jan 21, 2026 |
| Towneley Capital Management, Inc / DE | History | Reduced | 329,923 | 16,591 | 3.5% | 3.6% | 150 | -1,324 | -0.4% | Q4 2025 | Jan 30, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 323,987 | 16,293 | 2.65% | 2.7% | 151 | +2,253 | 0.7% | Q4 2025 | Jan 07, 2026 |
| Passive Capital Management, LLC. | History | Added to | 317,901 | 15,987 | 5.0% | 5.18% | 152 | +650 | 0.2% | Q4 2025 | Feb 05, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 317,878 | 15,986 | 1.38% | 1.46% | 153 | -6,433 | -1.98% | Q4 2025 | Jan 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 317,525 | 15,968 | 0.04% | 0.04% | 154 | +32,526 | 11.41% | Q4 2025 | Feb 05, 2026 |
| Single Point Partners, LLC | History | Added to | 313,898 | 15,785 | 3.12% | 3.17% | 155 | +2,441 | 0.78% | Q4 2025 | Jan 26, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 312,165 | 15,699 | 0.84% | 0.82% | 156 | +7,091 | 2.32% | Q4 2025 | Jan 15, 2026 |
| Yeomans Consulting Group, Inc. | History | Added to | 310,975 | 15,638 | 4.58% | 1.88% | 157 | +202,118 | 185.67% | Q4 2025 | Jan 07, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 309,000 | 15,539 | 0.03% | 0.04% | 158 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clark Asset Management, LLC | History | Added to | 307,667 | 15,472 | 1.61% | 1.73% | 159 | +9,792 | 3.29% | Q4 2025 | Jan 27, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 306,658 | 15,421 | 1.32% | 1.36% | 160 | -1,284 | -0.42% | Q4 2025 | Jan 21, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 302,771 | 15,320 | 0.89% | 0.95% | 161 | -2,103 | -0.69% | Q4 2025 | Jan 26, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 302,118 | 15,193 | 0.17% | 0.17% | 162 | +4,627 | 1.56% | Q4 2025 | Feb 13, 2026 |
| Evanson Asset Management, LLC | History | Added to | 299,536 | 15,063 | 0.81% | 0.75% | 163 | +33,469 | 12.58% | Q4 2025 | Jan 12, 2026 |
| Divergent Planning, LLC | History | Added to | 292,191 | 14,717 | 3.76% | 3.79% | 164 | +6,995 | 2.45% | Q4 2025 | Jan 12, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 180,445 | 14,588 | 0.84% | 0.86% | 165 | +8,466 | 4.92% | Q4 2025 | Jan 29, 2026 |
| Newton One Investments LLC | History | Added to | 288,485 | 14,507 | 4.28% | 4.19% | 166 | +5,721 | 2.02% | Q4 2025 | Jan 23, 2026 |
| Smithfield Trust Co | History | Added to | 288,336 | 14,499 | 0.64% | 0.61% | 167 | +13,893 | 5.06% | Q4 2025 | Feb 09, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 287,626 | 14,464 | 2.42% | 2.42% | 168 | +19,502 | 7.27% | Q4 2025 | Jan 26, 2026 |
| Grove Bank & Trust | History | Added to | 284,776 | 14,321 | 1.61% | 1.61% | 169 | +10,220 | 3.72% | Q4 2025 | Jan 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 283,885 | 14,276 | 0.1% | 0.1% | 170 | +14,080 | 5.22% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 282,439 | 14,203 | 0.11% | 0.14% | 171 | -25,793 | -8.37% | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 279,608 | 14,061 | 0.08% | 0.08% | 172 | -2,980 | -1.05% | Q4 2025 | Feb 11, 2026 |
| Keystone Global Partners, LLC | History | Added to | 274,375 | 13,798 | 6.07% | 4.15% | 173 | +111,518 | 68.48% | Q4 2025 | Jan 14, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 268,868 | 13,521 | 0.46% | 0.48% | 174 | -10,716 | -3.83% | Q4 2025 | Feb 17, 2026 |
| Brooklyn FI, LLC | History | Added to | 268,307 | 13,493 | 2.89% | 2.97% | 175 | +4,079 | 1.54% | Q4 2025 | Jan 21, 2026 |
| Lido Advisors, LLC | History | Added to | 264,039 | 13,224 | 0.04% | 0.04% | 176 | +4,590 | 1.77% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Reduced | 259,988 | 13,150 | 0.07% | 0.1% | 177 | -51,610 | -16.56% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 261,447 | 13,148 | 0.15% | 0.11% | 178 | +68,367 | 35.41% | Q4 2025 | Jan 20, 2026 |
| PDS Planning, Inc | History | Added to | 259,003 | 13,025 | 0.87% | 0.87% | 179 | +8,499 | 3.39% | Q4 2025 | Jan 26, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 252,425 | 12,694 | 1.04% | 0.99% | 180 | -4,672 | -1.82% | Q4 2025 | Feb 17, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 250,690 | 12,607 | 0.01% | 0.01% | 181 | +74,279 | 42.11% | Q4 2025 | Feb 11, 2026 |
| L2 Asset Management, LLC | History | Added to | 249,802 | 12,562 | 1.68% | 1.77% | 182 | +5,658 | 2.32% | Q4 2025 | Feb 17, 2026 |
| Legacy Edge Advisors, LLC | History | New | 248,704 | 12,507 | 1.37% | — | 183 | +248,704 | New | Q4 2025 | Feb 02, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 245,332 | 12,337 | 9.92% | 9.52% | 184 | +11,437 | 4.89% | Q4 2025 | Jan 06, 2026 |
| BANK OF HAWAII | History | Reduced | 244,855 | 12,313 | 0.61% | 0.64% | 185 | -9,575 | -3.76% | Q4 2025 | Mar 03, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 243,860 | 12,263 | 0.22% | 0.26% | 186 | -20,297 | -7.68% | Q4 2025 | Jan 07, 2026 |
| CoreCap Advisors, LLC | History | Added to | 243,447 | 12,242 | 0.43% | 0.38% | 187 | +35,795 | 17.24% | Q4 2025 | Jan 13, 2026 |
| CITIGROUP INC | History | Reduced | 239,937 | 12,066 | 0.01% | 0.01% | 188 | -4,489 | -1.84% | Q4 2025 | Feb 13, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 239,423 | 12,040 | 1.46% | 1.46% | 189 | +6,997 | 3.01% | Q4 2025 | Jan 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 237,500 | 11,941 | 0.01% | 0.02% | 190 | -25,000 | -9.52% | Q4 2025 | Feb 13, 2026 |
| Roth Financial Partners LLC | History | Reduced | 237,260 | 11,931 | 3.94% | 4.06% | 191 | -3,614 | -1.5% | Q4 2025 | Jan 29, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 234,130 | 11,774 | 0.03% | 0.05% | 192 | -99,162 | -29.75% | Q4 2025 | Feb 12, 2026 |
| Clearstead Advisors, LLC | History | Added to | 232,139 | 11,674 | 0.15% | 0.1% | 193 | +77,801 | 50.41% | Q4 2025 | Feb 09, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 232,126 | 11,673 | 3.77% | 2.19% | 194 | -33,198 | -12.51% | Q4 2025 | Jan 27, 2026 |
| Partners in Financial Planning | History | Added to | 230,186 | 11,576 | 1.96% | 1.95% | 195 | +5,123 | 2.28% | Q4 2025 | Feb 02, 2026 |
| LM Advisors LLC | History | Reduced | 561 | 11,155 | 0.2% | 0.08% | 196 | -10,594 | -94.97% | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 220,276 | 11,077 | 0.2% | 0.23% | 197 | -3,796 | -1.69% | Q4 2025 | Jan 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 219,607 | 11,044 | 0.14% | 0.13% | 198 | +16,024 | 7.87% | Q4 2025 | Jan 29, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 218,414 | 10,984 | 4.66% | 4.66% | 199 | +5,177 | 2.43% | Q4 2025 | Jan 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 215,539 | 10,839 | 0.04% | 0.03% | 200 | +27,530 | 14.64% | Q4 2025 | Jan 30, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 214,431 | 10,783 | 0.12% | 0.1% | 201 | +96,462 | 81.77% | Q4 2025 | Jan 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 211,254 | 10,623 | 0.02% | 0.04% | 202 | -462,646 | -68.65% | Q4 2025 | Feb 12, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 210,266 | 10,574 | 0.46% | 0.25% | 203 | +100,418 | 91.42% | Q4 2025 | Jan 29, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 210,179 | 10,569 | 0.08% | 0.07% | 204 | +14,802 | 7.58% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 204,543 | 10,286 | 0.11% | 0.11% | 205 | +58,878 | 40.42% | Q4 2025 | Jan 23, 2026 |
| Altiora Financial Group, LLC | History | Added to | 204,478 | 10,283 | 1.77% | 1.72% | 206 | +16,648 | 8.86% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 203,717 | 10,244 | 0.05% | 0.05% | 207 | +9,271 | 4.77% | Q4 2025 | Feb 17, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Added to | 202,625 | 10,190 | 1.72% | 1.67% | 208 | +7,950 | 4.08% | Q4 2025 | Jan 21, 2026 |
| Keebeck Wealth Management | History | Reduced | 202,480 | 10,182 | 1.18% | 1.2% | 209 | -480 | -0.24% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Added to | 202,338 | 10,175 | 0.49% | 0.41% | 210 | +2,708 | 1.36% | Q4 2025 | Jan 27, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 202,020 | 10,159 | 0.19% | 0.22% | 211 | -14,826 | -6.84% | Q4 2025 | Feb 10, 2026 |
| MidFirst Bank | History | New | 200,548 | 10,085 | 0.8% | — | 212 | +200,548 | New | Q4 2025 | Feb 25, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Reduced | 200,090 | 10,062 | 2.26% | 2.35% | 213 | -2,093 | -1.04% | Q4 2025 | Jan 14, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 198,820 | 9,998 | 4.52% | 4.38% | 214 | +5,653 | 2.93% | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 196,815 | 9,897 | 0.02% | 0.02% | 215 | +33,035 | 20.17% | Q4 2025 | Mar 16, 2026 |
| Level Wealth Management LLC | History | Added to | 196,542 | 9,884 | 5.05% | 4.35% | 216 | +31,558 | 19.13% | Q4 2025 | Feb 02, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 196,077 | 9,860 | 0.24% | 0.25% | 217 | +4,297 | 2.24% | Q4 2025 | Jan 29, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 195,742 | 9,843 | 1.42% | 1.35% | 218 | +11,651 | 6.33% | Q4 2025 | Feb 06, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 194,004 | 9,756 | 0.83% | 0.92% | 219 | -16,022 | -7.63% | Q4 2025 | Jan 21, 2026 |
| Firestone Capital Management | History | Reduced | 193,945 | 9,753 | 2.07% | 2.1% | 220 | -321 | -0.17% | Q4 2025 | Feb 09, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 193,827 | 9,747 | 0.27% | 0.17% | 221 | +73,512 | 61.1% | Q4 2025 | Jan 20, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Reduced | 191,675 | 9,639 | 0.92% | 1.13% | 222 | -22,392 | -10.46% | Q4 2025 | Jan 22, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 185,562 | 9,331 | 0.78% | 0.82% | 223 | -2,318 | -1.23% | Q4 2025 | Feb 03, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 184,301 | 9,268 | 2.14% | 3.0% | 224 | -69,099 | -27.27% | Q4 2025 | Jan 15, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 182,641 | 9,230 | 0.85% | 0.87% | 225 | +1,763 | 0.97% | Q4 2025 | Feb 02, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 182,315 | 9,168 | 0.49% | 0.32% | 226 | +72,379 | 65.84% | Q4 2025 | Jan 23, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 180,823 | 9,093 | 1.11% | 1.16% | 227 | -12,257 | -6.35% | Q4 2025 | Jan 27, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 178,529 | 8,978 | 0.69% | 0.66% | 228 | +4,632 | 2.66% | Q4 2025 | Feb 03, 2026 |
| CAPSTONE CAPITAL LLC | History | Added to | 177,817 | 8,942 | 5.81% | 5.92% | 229 | +873 | 0.49% | Q4 2025 | Jan 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 177,200 | 8,911 | 0.05% | 0.05% | 230 | +12,374 | 7.51% | Q4 2025 | Feb 12, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 174,166 | 8,758 | 2.54% | 2.29% | 231 | +21,408 | 14.01% | Q4 2025 | Jan 08, 2026 |
| Valmark Advisers, Inc. | History | Added to | 172,880 | 8,694 | 0.11% | 0.11% | 232 | +8,441 | 5.13% | Q4 2025 | Jan 26, 2026 |
| Summit Financial, LLC | History | Reduced | 168,086 | 8,453 | 0.12% | 0.13% | 233 | -1,219 | -0.72% | Q4 2025 | Feb 13, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Added to | 166,552 | 8,375 | 3.81% | 3.88% | 234 | +589 | 0.35% | Q4 2025 | Feb 11, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 166,073 | 8,351 | 0.89% | 0.73% | 235 | +34,762 | 26.47% | Q4 2025 | Jan 09, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 165,360 | 8,315 | 0.18% | 0.18% | 236 | +5,049 | 3.15% | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 164,303 | 8,261 | 0.31% | 0.0% | 238 | +162,930 | 11866.72% | Q4 2025 | Feb 13, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 164,269 | 8,261 | 0.44% | 0.45% | 237 | -704 | -0.43% | Q4 2025 | Feb 17, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 162,940 | 8,194 | 1.56% | 1.32% | 239 | -25,743 | -13.64% | Q4 2025 | Feb 02, 2026 |
| Veratis Advisors, Inc. | History | New | 160,726 | 8,179 | 6.47% | — | 240 | +160,726 | New | Q4 2025 | Feb 18, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 159,857 | 8,039 | 0.47% | 0.41% | 241 | -28,205 | -15.0% | Q4 2025 | Jan 30, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 159,029 | 7,997 | 0.35% | 0.38% | 242 | -22,448 | -12.37% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | Added to | 158,963 | 7,994 | 0.23% | 0.04% | 243 | +104,937 | 194.23% | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 158,301 | 7,960 | 0.15% | 0.12% | 244 | +37,339 | 30.87% | Q4 2025 | Feb 12, 2026 |
| Summit Wealth Group, LLC | History | Added to | 157,714 | 7,931 | 1.85% | 1.81% | 245 | +7,838 | 5.23% | Q4 2025 | Feb 06, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 157,422 | 7,916 | 0.02% | 0.05% | 246 | -170,219 | -51.95% | Q4 2025 | Feb 13, 2026 |
| One Degree Advisors Inc | History | Added to | 156,705 | 7,880 | 2.17% | 1.23% | 247 | +76,338 | 94.99% | Q4 2025 | Feb 06, 2026 |
| Beacon Wealthcare LLC | History | Added to | 154,636 | 7,776 | 2.67% | 2.63% | 248 | +5,069 | 3.39% | Q4 2025 | Jan 06, 2026 |
| Composition Wealth, LLC | History | Reduced | 152,365 | 7,662 | 0.11% | 0.11% | 249 | -639 | -0.42% | Q4 2025 | Feb 02, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 150,812 | 7,584 | 0.3% | 0.27% | 250 | +23,425 | 18.39% | Q4 2025 | Jan 14, 2026 |
| Joel Adams & Associates, Inc. | History | Reduced | 150,258 | 7,556 | 5.68% | 6.93% | 251 | -21,250 | -12.39% | Q4 2025 | Jan 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 150,260 | 7,555 | 0.01% | 0.01% | 252 | +69,304 | 85.61% | Q4 2025 | Feb 05, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 150,205 | 7,553 | 0.85% | 0.9% | 253 | -1,783 | -1.17% | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 148,804 | 7,483 | 0.06% | 0.05% | 254 | +13,646 | 10.1% | Q4 2025 | Jan 05, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 148,443 | 7,465 | 0.21% | 0.22% | 255 | -7,132 | -4.58% | Q4 2025 | Feb 05, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 147,562 | 7,420 | 2.3% | 3.08% | 256 | +1,380 | 0.94% | Q4 2025 | Jan 08, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 146,798 | 7,382 | 2.23% | 2.29% | 257 | -1,619 | -1.09% | Q4 2025 | Jan 12, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 146,149 | 7,349 | 2.12% | — | 258 | +146,149 | New | Q4 2025 | Feb 13, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Reduced | 146,019 | 7,343 | 1.8% | 1.96% | 259 | -5,386 | -3.56% | Q4 2025 | Feb 17, 2026 |
| Glassman Wealth Services | History | Added to | 145,313 | 7,307 | 0.99% | 0.66% | 260 | +51,579 | 55.03% | Q4 2025 | Jan 28, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 145,291 | 7,306 | 1.54% | 1.29% | 261 | +27,579 | 23.43% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 144,840 | 7,284 | 0.06% | — | 262 | +144,840 | New | Q4 2025 | Feb 18, 2026 |
| 25 LLC | History | Reduced | 144,563 | 7,270 | 2.31% | 3.3% | 263 | -48,937 | -25.29% | Q4 2025 | Jan 15, 2026 |
| ForthRight Wealth Management, LLC | History | Reduced | 144,087 | 7,246 | 2.08% | 2.24% | 264 | -9,883 | -6.42% | Q4 2025 | Jan 13, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 143,833 | 7,233 | 0.48% | 0.49% | 265 | +3,275 | 2.33% | Q4 2025 | Apr 02, 2026 |
| MAI Capital Management | History | Added to | 142,176 | 7,150 | 0.04% | 0.04% | 266 | +26,770 | 23.2% | Q4 2025 | Feb 13, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 140,977 | 7,089 | 1.89% | 2.04% | 267 | -7,887 | -5.3% | Q4 2025 | Feb 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 140,941 | 7,087 | 0.0% | 0.0% | 268 | -191,102 | -57.55% | Q4 2025 | Feb 17, 2026 |
| Stembrook Asset Management, LLC | History | New | 140,681 | 7,074 | 6.68% | — | 269 | +140,681 | New | Q4 2025 | Feb 13, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 136,880 | 6,884 | 0.83% | 0.8% | 270 | +10,605 | 8.4% | Q4 2025 | Jan 20, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 136,874 | 6,883 | 0.94% | 0.93% | 271 | +7,259 | 5.6% | Q4 2025 | Jan 21, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Reduced | 136,057 | 6,842 | 4.3% | 4.4% | 272 | -1,341 | -0.98% | Q4 2025 | Feb 06, 2026 |
| Xena Financial Planning, LLC | History | New | 135,534 | 6,815 | 8.0% | — | 273 | +135,534 | New | Q4 2025 | Jan 15, 2026 |
| Trinity Financial Advisors LLC | History | Reduced | 134,451 | 6,761 | 1.89% | 2.45% | 274 | -35,054 | -20.68% | Q4 2025 | Jan 13, 2026 |
| Rochester Wealth Strategies, LLC | History | Reduced | 133,756 | 6,726 | 4.22% | 4.57% | 275 | -5,778 | -4.14% | Q4 2025 | Jan 15, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 133,740 | 6,725 | 1.65% | 1.68% | 276 | -1,391 | -1.03% | Q4 2025 | Feb 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 133,490 | 6,713 | 0.05% | 0.05% | 277 | +6,014 | 4.72% | Q4 2025 | Feb 12, 2026 |
| Schiavi & Co LLC | History | Reduced | 132,540 | 6,665 | 2.14% | 2.49% | 278 | -18,374 | -12.18% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 131,932 | 6,634 | 0.1% | 0.11% | 279 | +2,134 | 1.64% | Q4 2025 | Feb 12, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 129,885 | 6,531 | 4.11% | 4.06% | 280 | +3,685 | 2.92% | Q4 2025 | Jan 23, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 129,442 | 6,509 | 1.1% | — | 281 | +129,442 | New | Q4 2025 | Feb 12, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 127,784 | 6,426 | 0.62% | 0.89% | 282 | -83,380 | -39.49% | Q4 2025 | Jan 12, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | New | 127,580 | 6,416 | 0.86% | — | 283 | +127,580 | New | Q4 2025 | Feb 12, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 126,709 | 6,372 | 1.21% | 1.28% | 284 | -11,024 | -8.0% | Q4 2025 | Jan 21, 2026 |
| Coastline Trust Co | History | Reduced | 126,212 | 6,347 | 0.6% | 0.72% | 285 | -7,601 | -5.68% | Q4 2025 | Jan 05, 2026 |
| Alaethes Wealth, LLC | History | Reduced | 126,134 | 6,343 | 1.79% | 1.98% | 286 | -13,136 | -9.43% | Q4 2025 | Feb 12, 2026 |
| DRAVO BAY LLC | History | Reduced | 125,979 | 6,335 | 2.63% | 3.17% | 287 | -17,228 | -12.03% | Q4 2025 | Jan 27, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 125,385 | 6,305 | 1.66% | 1.69% | 288 | +4,849 | 4.02% | Q4 2025 | Feb 06, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 124,453 | 6,258 | 0.67% | 0.71% | 289 | -2,699 | -2.12% | Q4 2025 | Jan 28, 2026 |
| High Falls Advisors, Inc | History | Reduced | 124,241 | 6,248 | 1.27% | 1.37% | 290 | -8,531 | -6.43% | Q4 2025 | Feb 18, 2026 |
| STEPHENS INC /AR/ | History | Added to | 124,115 | 6,241 | 0.08% | 0.05% | 291 | +41,017 | 49.36% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 122,420 | 6,156 | 0.11% | 0.03% | 292 | +92,749 | 312.59% | Q4 2025 | Feb 06, 2026 |
| Ascent Group, LLC | History | Reduced | 120,992 | 6,084 | 0.21% | 0.22% | 293 | -3,790 | -3.04% | Q4 2025 | Jan 20, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Added to | 120,051 | 6,037 | 0.85% | 0.87% | 294 | +2,189 | 1.86% | Q4 2025 | Jan 14, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 119,157 | 5,992 | 0.42% | 0.41% | 295 | +3,868 | 3.36% | Q4 2025 | Feb 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 118,065 | 5,937 | 0.07% | 0.06% | 296 | +5,398 | 4.79% | Q4 2025 | Feb 02, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 117,999 | 5,934 | 1.07% | 1.1% | 297 | +1,509 | 1.3% | Q4 2025 | Jan 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 117,469 | 5,907 | 0.27% | 0.19% | 298 | +37,579 | 47.04% | Q4 2025 | Feb 13, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 115,454 | 5,806 | 3.91% | 4.23% | 299 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 114,104 | 5,738 | 2.86% | 2.87% | 300 | -664 | -0.58% | Q4 2025 | Jan 30, 2026 |
| IFP Advisors, Inc | History | Added to | 114,008 | 5,733 | 0.13% | 0.13% | 301 | +17,163 | 17.72% | Q4 2025 | Feb 06, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 111,552 | 5,609 | 0.45% | 0.41% | 302 | +14,158 | 14.54% | Q4 2025 | Jan 21, 2026 |
| Bowman & Co S.C. | History | Reduced | 110,795 | 5,571 | 2.35% | 2.37% | 303 | -1,238 | -1.11% | Q4 2025 | Jan 23, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 110,221 | 5,543 | 0.56% | 0.63% | 304 | -118 | -0.11% | Q4 2025 | Feb 06, 2026 |
| Vested Financial Planning, LLC | History | Added to | 110,055 | 5,534 | 4.26% | 4.15% | 305 | +7,790 | 7.62% | Q4 2025 | Jan 23, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 109,683 | 5,515 | 0.11% | 0.09% | 306 | +36,017 | 48.89% | Q4 2025 | Feb 03, 2026 |
| Stokes Family Office, LLC | History | Reduced | 108,866 | 5,474 | 0.5% | 0.52% | 307 | -918 | -0.84% | Q4 2025 | Feb 18, 2026 |
| Sargent Investment Group, LLC | History | Added to | 108,573 | 5,460 | 0.68% | 0.72% | 308 | +8,115 | 8.08% | Q4 2025 | Feb 13, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 106,720 | 5,366 | 5.0% | 4.36% | 309 | +13,395 | 14.35% | Q4 2025 | Jan 16, 2026 |
| Envision Financial LLC | History | Added to | 105,986 | 5,330 | 2.82% | 2.71% | 311 | +11,361 | 12.01% | Q4 2025 | Jan 07, 2026 |
| NWAM LLC | History | Reduced | 105,811 | 5,330 | 0.3% | 0.31% | 310 | -8,742 | -7.63% | Q4 2025 | Feb 04, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 105,982 | 5,329 | 0.02% | 0.02% | 312 | -3,310 | -3.03% | Q4 2025 | Feb 09, 2026 |
| Legacy Wealth Partners, LLC | History | New | 105,194 | 5,290 | 1.37% | — | 313 | +105,194 | New | Q4 2025 | Feb 17, 2026 |
| Tilson Financial Group, Inc. | History | Reduced | 105,024 | 5,281 | 1.62% | 2.48% | 314 | -45,509 | -30.23% | Q4 2025 | Feb 05, 2026 |
| Vannoy Advisory Group, Inc. | History | Added to | 104,129 | 5,236 | 3.32% | 3.15% | 315 | +7,731 | 8.02% | Q4 2025 | Jan 15, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 102,548 | 5,189 | 1.67% | 0.33% | 316 | +82,764 | 418.34% | Q4 2025 | Jan 22, 2026 |
| K2 Financial Inc. | History | Reduced | 102,185 | 5,161 | 3.99% | 4.18% | 317 | -1,235 | -1.19% | Q4 2025 | Jan 22, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 102,361 | 5,147 | 0.33% | 0.34% | 318 | +2,626 | 2.63% | Q4 2025 | Jan 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 101,688 | 5,113 | 0.19% | 0.18% | 319 | +10,612 | 11.65% | Q4 2025 | Feb 06, 2026 |
| Shade Tree Advisors LLC | History | Added to | 101,628 | 5,110 | 3.88% | 4.17% | 320 | +5,316 | 5.52% | Q4 2025 | Feb 04, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 101,466 | 5,102 | 0.42% | 0.45% | 321 | -1,304 | -1.27% | Q4 2025 | Feb 09, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 101,087 | 5,083 | 0.32% | 0.33% | 322 | +1,351 | 1.35% | Q4 2025 | Jan 23, 2026 |
| Invst, LLC | History | Added to | 100,901 | 5,074 | 0.55% | 0.55% | 323 | +5,011 | 5.23% | Q4 2025 | Feb 11, 2026 |
| NewCorp Financial Services, Inc. | History | New | 99,043 | 4,980 | 4.41% | — | 324 | +99,043 | New | Q4 2025 | Feb 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 98,848 | 4,971 | 0.0% | — | 325 | +98,848 | New | Q4 2025 | Feb 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 98,399 | 4,948 | 0.06% | 0.07% | 326 | -10,884 | -9.96% | Q4 2025 | Feb 05, 2026 |
| RCS Financial Planning, LLC | History | Added to | 98,298 | 4,943 | 2.13% | 2.15% | 327 | +1,247 | 1.28% | Q4 2025 | Jan 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 97,593 | 4,907 | 0.34% | 0.4% | 328 | -10,093 | -9.37% | Q4 2025 | Feb 02, 2026 |
| JNBA Financial Advisors | History | Reduced | 97,569 | 4,906 | 0.43% | 0.53% | 329 | -19,926 | -16.96% | Q4 2025 | Jan 26, 2026 |
| May Hill Capital, LLC | History | Added to | 95,936 | 4,824 | 0.63% | 0.72% | 330 | +46,597 | 94.44% | Q4 2025 | Feb 05, 2026 |
| WealthCollab, LLC | History | Added to | 95,738 | 4,814 | 1.97% | 2.06% | 331 | +5,861 | 6.52% | Q4 2025 | Jan 27, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 95,606 | 4,808 | 0.14% | 0.21% | 332 | -45,407 | -32.2% | Q4 2025 | Feb 13, 2026 |
| Asio Capital, LLC | History | Reduced | 95,155 | 4,785 | 0.68% | 0.78% | 333 | -8,775 | -8.44% | Q4 2025 | Jan 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 93,889 | 4,721 | 0.08% | 0.08% | 334 | +15,852 | 20.31% | Q4 2025 | Feb 19, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Added to | 92,832 | 4,668 | 0.9% | 0.92% | 335 | +6,608 | 7.66% | Q4 2025 | Feb 13, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 94,562 | 4,636 | 0.45% | 0.18% | 336 | +15,856 | 20.15% | Q4 2025 | Feb 17, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 91,945 | 4,623 | 1.88% | 1.91% | 337 | +1,103 | 1.21% | Q4 2025 | Feb 09, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 91,743 | 4,613 | 0.77% | 0.87% | 338 | +2,486 | 2.79% | Q4 2025 | Jan 29, 2026 |
| Finhabits Advisors LLC | History | New | 90,914 | 4,572 | 4.29% | — | 339 | +90,914 | New | Q4 2025 | Jan 29, 2026 |
| TD Capital Management LLC | History | Reduced | 89,946 | 4,523 | 0.4% | 0.41% | 340 | -360 | -0.4% | Q4 2025 | Feb 26, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 89,740 | 4,513 | 0.02% | 0.02% | 341 | -3,130 | -3.37% | Q4 2025 | Jan 12, 2026 |
| MGO Private Wealth, LLC | History | Reduced | 89,736 | 4,512 | 2.79% | 2.74% | 342 | -1,553 | -1.7% | Q4 2025 | Feb 10, 2026 |
| Diversified Enterprises, LLC | History | Added to | 88,574 | 4,454 | 0.26% | 0.26% | 343 | +10,623 | 13.63% | Q4 2025 | Jan 28, 2026 |
| UMB Bank, n.a. | History | Reduced | 88,011 | 4,426 | 0.06% | 0.09% | 344 | -29,071 | -24.83% | Q4 2025 | Feb 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 87,348 | 4,392 | 0.14% | 0.16% | 345 | -7,762 | -8.16% | Q4 2025 | Jan 30, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Added to | 87,219 | 4,386 | 1.32% | 1.37% | 346 | +379 | 0.44% | Q4 2025 | Jan 23, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 86,393 | 4,344 | 0.95% | — | 347 | +86,393 | New | Q4 2025 | Feb 18, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 86,280 | 4,339 | 0.1% | 0.1% | 348 | +3,657 | 4.43% | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 86,092 | 4,329 | 0.06% | 0.05% | 349 | +13,295 | 18.26% | Q4 2025 | Feb 17, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 86,033 | 4,326 | 0.96% | 1.6% | 350 | -62,746 | -42.17% | Q4 2025 | Jan 16, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 86,015 | 4,325 | 1.96% | 1.99% | 351 | +3,723 | 4.52% | Q4 2025 | Jan 26, 2026 |
| OLIO Financial Planning | History | Added to | 85,142 | 4,281 | 1.2% | 1.21% | 352 | +2,537 | 3.07% | Q4 2025 | Jan 21, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 85,077 | 4,278 | 0.23% | 0.19% | 353 | +18,167 | 27.15% | Q4 2025 | Feb 04, 2026 |
| Financial Planning Navigators CORP | History | New | 84,934 | 4,271 | 1.96% | — | 354 | +84,934 | New | Q4 2025 | Jan 16, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 84,688 | 4,258 | 0.15% | 0.15% | 355 | +4,451 | 5.55% | Q4 2025 | Feb 04, 2026 |
| Wrenne Financial Planning LLC | History | Reduced | 84,504 | 4,249 | 1.73% | 1.99% | 356 | -8,346 | -8.99% | Q4 2025 | Feb 10, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 83,635 | 4,206 | 0.29% | 0.29% | 357 | +4,968 | 6.32% | Q4 2025 | Feb 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 83,372 | 4,192 | 0.08% | 0.08% | 358 | +7,200 | 9.45% | Q4 2025 | Jan 14, 2026 |
| American Investment Services, Inc. | History | Added to | 82,741 | 4,161 | 0.97% | 0.92% | 359 | +6,019 | 7.85% | Q4 2025 | Feb 13, 2026 |
| VICUS CAPITAL | History | Added to | 81,691 | 4,108 | 0.31% | 0.31% | 360 | +202 | 0.25% | Q4 2025 | Jan 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 81,656 | 4,106 | 0.01% | 0.01% | 361 | +4,526 | 5.87% | Q4 2025 | Feb 17, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | New | 81,608 | 4,104 | 1.48% | — | 362 | +81,608 | New | Q4 2025 | Jan 21, 2026 |
| Glenview Trust Co | History | Added to | 81,556 | 4,101 | 0.06% | 0.05% | 363 | +13,991 | 20.71% | Q4 2025 | Feb 09, 2026 |
| World Investment Advisors | History | Added to | 81,401 | 4,093 | 0.07% | 0.07% | 364 | +16,562 | 25.54% | Q4 2025 | Mar 12, 2026 |
| Hassell Wealth Management, LLC | History | Added to | 80,781 | 4,087 | 1.37% | 1.31% | 365 | +5,106 | 6.75% | Q4 2025 | Jan 26, 2026 |
| BESSEMER GROUP INC | History | Added to | 80,765 | 4,061 | 0.01% | 0.01% | 366 | +7,288 | 9.92% | Q4 2025 | Feb 05, 2026 |
| Compass Advisory Group LLC | History | Added to | 80,732 | 4,060 | 1.1% | 1.09% | 367 | +2,864 | 3.68% | Q4 2025 | Jan 21, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 80,667 | 4,056 | 1.09% | 1.16% | 368 | -1,815 | -2.2% | Q4 2025 | Feb 09, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 80,294 | 4,037 | 1.03% | 1.04% | 369 | +285 | 0.36% | Q4 2025 | Jan 07, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 80,253 | 4,035 | 0.58% | 0.58% | 370 | +1,479 | 1.88% | Q4 2025 | Jan 26, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 79,753 | 4,010 | 1.24% | 1.28% | 371 | +349 | 0.44% | Q4 2025 | Jan 30, 2026 |
| McAdam, LLC | History | Added to | 79,508 | 3,998 | 0.18% | 0.19% | 372 | +1,603 | 2.06% | Q4 2025 | Feb 13, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 79,424 | 3,994 | 1.49% | 1.81% | 373 | -11,998 | -13.12% | Q4 2025 | Feb 10, 2026 |
| Traction Financial Partners, LLC | History | Added to | 79,265 | 3,986 | 2.36% | 2.42% | 374 | +886 | 1.13% | Q4 2025 | Jan 29, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 79,200 | 3,982 | 0.06% | 0.06% | 375 | +17,438 | 28.23% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Services of America, Inc. | History | Reduced | 78,725 | 3,959 | 0.37% | 0.42% | 376 | -16,200 | -17.07% | Q4 2025 | Jan 29, 2026 |
| Fiduciary Wealth Partners, LLC | History | Added to | 78,588 | 3,952 | 1.62% | 1.11% | 377 | +25,600 | 48.31% | Q4 2025 | Jan 28, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 78,492 | 3,947 | 2.0% | 2.11% | 378 | +3,887 | 5.21% | Q4 2025 | Jan 14, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | Added to | 78,274 | 3,936 | 1.19% | 1.07% | 379 | +9,925 | 14.52% | Q4 2025 | Jan 30, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 78,202 | 3,932 | 1.97% | 1.96% | 380 | +5,529 | 7.61% | Q4 2025 | Feb 06, 2026 |
| High Probability Advisors, LLC | History | Reduced | 77,693 | 3,907 | 0.52% | 0.54% | 381 | -502 | -0.64% | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | Added to | 75,929 | 3,818 | 0.04% | 0.04% | 382 | +761 | 1.01% | Q4 2025 | Feb 05, 2026 |
| Financial Guidance Group, Inc. | History | Reduced | 75,599 | 3,801 | 1.55% | 1.74% | 383 | -1,791 | -2.31% | Q4 2025 | Jan 26, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 75,537 | 3,798 | 0.53% | 0.57% | 384 | -1,599 | -2.07% | Q4 2025 | Jan 06, 2026 |
| Spire Wealth Management | History | Added to | 75,257 | 3,784 | 0.13% | 0.08% | 385 | +28,655 | 61.49% | Q4 2025 | Jan 14, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 74,801 | 3,774 | 0.15% | 0.14% | 386 | +7,996 | 11.97% | Q4 2025 | Jan 09, 2026 |
| Equita Financial Network, Inc. | History | Added to | 74,472 | 3,745 | 1.13% | 1.05% | 387 | +12,285 | 19.75% | Q4 2025 | Jan 29, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 74,097 | 3,726 | 1.12% | 1.02% | 388 | +9,473 | 14.66% | Q4 2025 | Jan 27, 2026 |
| MONEYWISE, INC. | History | Reduced | 73,431 | 3,692 | 1.54% | 2.07% | 389 | -17,825 | -19.53% | Q4 2025 | Feb 05, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 73,275 | 3,685 | 0.36% | 0.38% | 390 | +314 | 0.43% | Q4 2025 | Feb 13, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 73,132 | 3,677 | 1.42% | 1.3% | 391 | +15,295 | 26.45% | Q4 2025 | Jan 21, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 73,013 | 3,671 | 0.41% | 0.49% | 392 | -8,142 | -10.03% | Q4 2025 | Feb 17, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 72,233 | 3,632 | 0.19% | 0.18% | 393 | +4,465 | 6.59% | Q4 2025 | Feb 11, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 71,772 | 3,609 | 0.41% | 0.43% | 394 | -407 | -0.56% | Q4 2025 | Jan 02, 2026 |
| Modern Wealth Management, LLC | History | Added to | 71,529 | 3,597 | 0.07% | 0.07% | 395 | +4,955 | 7.44% | Q4 2025 | Feb 17, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 71,361 | 3,588 | 0.08% | 0.05% | 396 | +30,068 | 72.82% | Q4 2025 | Feb 04, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 71,163 | 3,578 | 0.07% | 0.27% | 397 | +39,209 | 122.7% | Q4 2025 | Feb 17, 2026 |
| Elser Financial Planning, Inc | History | Added to | 70,909 | 3,566 | 2.58% | 3.97% | 398 | +5,063 | 7.69% | Q4 2025 | Jan 15, 2026 |
| Mason & Associates, LLC | History | Reduced | 69,689 | 3,504 | 0.8% | 0.93% | 399 | -5,996 | -7.92% | Q4 2025 | Jan 21, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 69,451 | 3,492 | 0.15% | 0.14% | 400 | +2,658 | 3.98% | Q4 2025 | Feb 10, 2026 |
| William Mack & Associates, Inc. | History | Added to | 69,081 | 3,474 | 1.64% | 1.81% | 401 | +1,990 | 2.97% | Q4 2025 | Feb 09, 2026 |
| Dakota Wealth Management | History | Added to | 69,029 | 3,471 | 0.06% | 0.01% | 402 | +60,248 | 686.12% | Q4 2025 | Jan 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 68,809 | 3,460 | 0.22% | 0.22% | 403 | +2,807 | 4.25% | Q4 2025 | Feb 06, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 68,585 | 3,449 | 0.32% | 0.34% | 404 | +257 | 0.38% | Q4 2025 | Feb 04, 2026 |
| CHRISTINE MESSMER PC | History | New | 68,269 | 3,433 | 2.24% | — | 405 | +68,269 | New | Q4 2025 | Feb 03, 2026 |
| STEPH & CO | History | Reduced | 68,060 | 3,422 | 0.99% | 1.05% | 406 | -396 | -0.58% | Q4 2025 | Jan 23, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 67,318 | 3,404 | 0.16% | 0.02% | 407 | +61,707 | 1099.75% | Q4 2025 | Feb 03, 2026 |
| Rede Wealth, LLC | History | New | 67,318 | 3,385 | 1.18% | — | 409 | +67,318 | New | Q4 2025 | Jan 23, 2026 |
| BAILARD, INC. | History | Added to | 67,325 | 3,385 | 0.07% | 0.05% | 408 | +17,875 | 36.15% | Q4 2025 | Feb 04, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 66,979 | 3,368 | 0.3% | 0.3% | 410 | -210 | -0.31% | Q4 2025 | Feb 06, 2026 |
| LPWM LLC | History | Added to | 66,917 | 3,365 | 0.85% | 0.87% | 411 | +1,890 | 2.91% | Q4 2025 | Jan 06, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 66,548 | 3,362 | 0.08% | 0.08% | 412 | +3,924 | 6.27% | Q4 2025 | Jan 28, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 66,522 | 3,345 | 0.11% | 0.16% | 413 | -1,353 | -1.99% | Q4 2025 | Jan 20, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 66,476 | 3,343 | 0.11% | 0.11% | 414 | +5,934 | 9.8% | Q4 2025 | Jan 30, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 66,314 | 3,334 | 1.3% | 1.16% | 415 | +8,228 | 14.17% | Q4 2025 | Jan 26, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 66,157 | 3,327 | 0.37% | 0.41% | 416 | -1,591 | -2.35% | Q4 2025 | Feb 04, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 65,966 | 3,317 | 0.54% | 0.56% | 417 | -2,245 | -3.29% | Q4 2025 | Jan 28, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 65,960 | 3,317 | 0.17% | 0.19% | 418 | -1,989 | -2.93% | Q4 2025 | Feb 05, 2026 |
| Values Added Financial LLC | History | Reduced | 65,631 | 3,300 | 1.39% | 1.49% | 419 | -1,097 | -1.64% | Q4 2025 | Jan 16, 2026 |
| MOTIVE WEALTH ADVISORS | History | Added to | 65,554 | 3,296 | 1.4% | 1.41% | 420 | +318 | 0.49% | Q4 2025 | Jan 15, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 65,380 | 3,287 | 1.04% | 1.13% | 421 | +1,690 | 2.65% | Q4 2025 | Jan 08, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 65,293 | 3,283 | 0.28% | 0.28% | 422 | +1,229 | 1.92% | Q4 2025 | Feb 06, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 64,858 | 3,261 | 0.53% | 0.56% | 423 | +1,068 | 1.67% | Q4 2025 | Feb 11, 2026 |
| Blume Capital Management, Inc. | History | No change | 64,600 | 3,248 | 0.59% | 0.61% | 424 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TPG Financial Advisors, LLC | History | No change | 64,217 | 3,229 | 1.08% | 1.2% | 425 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Reduced | 63,962 | 3,216 | 1.35% | 1.39% | 426 | -17 | -0.03% | Q4 2025 | Jan 14, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 63,535 | 3,211 | 1.3% | 1.4% | 427 | -1,878 | -2.87% | Q4 2025 | Feb 11, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 63,520 | 3,194 | 0.37% | 0.53% | 428 | +1,950 | 3.17% | Q4 2025 | Feb 13, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 62,977 | 3,167 | 0.06% | 0.06% | 429 | +1,154 | 1.87% | Q4 2025 | Feb 17, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 62,529 | 3,144 | 0.25% | 0.25% | 430 | +812 | 1.32% | Q4 2025 | Jan 23, 2026 |
| FULTON BANK, N.A. | History | Added to | 62,412 | 3,138 | 0.11% | 0.1% | 431 | +2,647 | 4.43% | Q4 2025 | Jan 08, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 61,885 | 3,135 | 0.45% | 0.48% | 432 | +2,342 | 3.93% | Q4 2025 | Feb 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 62,297 | 3,132 | 0.02% | 0.01% | 433 | +37,098 | 147.22% | Q4 2025 | Feb 17, 2026 |
| Timonier Family Office, LTD. | History | Reduced | 62,174 | 3,126 | 0.99% | 1.13% | 434 | -6,499 | -9.46% | Q4 2025 | Feb 04, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 61,122 | 3,073 | 0.05% | 0.06% | 435 | -6,790 | -10.0% | Q4 2025 | Jan 22, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 61,077 | 3,071 | 0.08% | 0.07% | 436 | +7,459 | 13.91% | Q4 2025 | Feb 09, 2026 |
| Opes Wealth Management LLC | History | Added to | 61,047 | 3,070 | 0.5% | 0.52% | 437 | +1,300 | 2.18% | Q4 2025 | Feb 02, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 60,710 | 3,053 | 0.04% | 0.06% | 438 | -13,481 | -18.17% | Q4 2025 | Feb 09, 2026 |
| BURNEY CO/ | History | Added to | 60,512 | 3,043 | 0.09% | 0.09% | 439 | +2,619 | 4.52% | Q4 2025 | Jan 23, 2026 |
| PLANWISER FINANCIAL, LLC | History | Added to | 60,252 | 3,043 | 2.28% | 2.35% | 440 | +1,461 | 2.49% | Q4 2025 | Feb 13, 2026 |
| Independent Advisor Alliance | History | Added to | 59,982 | 3,016 | 0.07% | 0.06% | 441 | +16,029 | 36.47% | Q4 2025 | Feb 04, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 59,881 | 3,011 | 0.55% | 0.04% | 442 | +11,681 | 24.23% | Q4 2025 | Mar 04, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 59,598 | 2,997 | 1.23% | 1.35% | 443 | -4,309 | -6.74% | Q4 2025 | Jan 12, 2026 |
| Trust Co | History | Added to | 59,431 | 2,988 | 0.28% | 0.0% | 444 | +59,212 | 27037.44% | Q4 2025 | Jan 15, 2026 |
| Simplicity Wealth,LLC | History | Added to | 59,198 | 2,977 | 0.18% | 0.15% | 445 | +6,180 | 11.66% | Q4 2025 | Jan 30, 2026 |
| Sincerus Advisory, LLC | History | Reduced | 58,778 | 2,955 | 2.38% | 2.72% | 446 | -4,667 | -7.36% | Q4 2025 | Jan 08, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 58,482 | 2,941 | 0.21% | 0.17% | 447 | +14,988 | 34.46% | Q4 2025 | Feb 09, 2026 |
| RFG Advisory, LLC | History | Reduced | 57,929 | 2,913 | 0.05% | 0.08% | 448 | -17,120 | -22.81% | Q4 2025 | Feb 03, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 57,906 | 2,912 | 0.61% | 0.65% | 449 | -2,138 | -3.56% | Q4 2025 | Jan 22, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 57,705 | 2,901 | 0.22% | 0.17% | 450 | +5,966 | 11.53% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 57,185 | 2,875 | 0.07% | 0.06% | 451 | +7,143 | 14.27% | Q4 2025 | Feb 17, 2026 |
| CONQUIS FINANCIAL LLC | History | Added to | 56,554 | 2,844 | 2.45% | 1.91% | 452 | +16,266 | 40.37% | Q4 2025 | Feb 11, 2026 |
| Steele Capital Management, Inc. | History | Added to | 56,255 | 2,829 | 0.12% | 0.11% | 453 | +7,550 | 15.5% | Q4 2025 | Jan 27, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 56,108 | 2,821 | 0.85% | 0.98% | 454 | -6,528 | -10.42% | Q4 2025 | Feb 06, 2026 |
| Brewster Financial Planning LLC | History | Added to | 55,892 | 2,810 | 1.73% | 1.55% | 455 | +6,602 | 13.39% | Q4 2025 | Jan 14, 2026 |
| Great Waters Wealth Management | History | Reduced | 55,704 | 2,801 | 0.31% | 0.34% | 456 | -2,494 | -4.29% | Q4 2025 | Jan 15, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 55,663 | 2,799 | 0.92% | 1.14% | 457 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 55,405 | 2,786 | 0.08% | 0.07% | 458 | +7,176 | 14.88% | Q4 2025 | Jan 16, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 55,347 | 2,783 | 0.0% | 0.0% | 459 | -16,856 | -23.35% | Q4 2025 | Feb 09, 2026 |
| Cresset Asset Management, LLC | History | Added to | 55,301 | 2,781 | 0.01% | 0.01% | 460 | +2,759 | 5.25% | Q4 2025 | Feb 17, 2026 |
| SP Asset Management LLC | History | Added to | 55,235 | 2,777 | 0.22% | 0.22% | 461 | +478 | 0.87% | Q4 2025 | Jan 28, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 54,609 | 2,746 | 0.2% | 0.21% | 463 | +2,589 | 4.98% | Q4 2025 | Jan 29, 2026 |
| Csenge Advisory Group | History | Reduced | 54,620 | 2,746 | 0.12% | 0.13% | 462 | -751 | -1.36% | Q4 2025 | Feb 06, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 54,590 | 2,745 | 1.3% | 1.31% | 464 | +41 | 0.08% | Q4 2025 | Feb 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 54,533 | 2,742 | 0.12% | 0.08% | 465 | +8,539 | 18.57% | Q4 2025 | Feb 17, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 54,325 | 2,732 | 0.99% | 0.92% | 466 | +4,600 | 9.25% | Q4 2025 | Jan 26, 2026 |
| CGN Advisors LLC | History | Reduced | 54,271 | 2,729 | 0.22% | 0.25% | 467 | -6,784 | -11.11% | Q4 2025 | Jan 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 54,112 | 2,721 | 0.01% | 0.01% | 468 | +2,010 | 3.86% | Q4 2025 | Feb 11, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 53,990 | 2,715 | 0.42% | 0.47% | 469 | +3,130 | 6.15% | Q4 2025 | Feb 03, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 53,956 | 2,713 | 0.11% | 0.1% | 470 | +4,874 | 9.93% | Q4 2025 | Jan 29, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 53,970 | 2,710 | 0.07% | 0.06% | 471 | -10,601 | -16.42% | Q4 2025 | Feb 11, 2026 |
| FDx Advisors, Inc. | History | Added to | 53,586 | 2,695 | 1.37% | 0.77% | 472 | +2,851 | 5.62% | Q4 2025 | Feb 10, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 53,369 | 2,683 | 0.53% | 0.5% | 473 | -115 | -0.22% | Q4 2025 | Jan 22, 2026 |
| Financial Plan, Inc. | History | New | 53,228 | 2,676 | 0.31% | — | 474 | +53,228 | New | Q4 2025 | Jan 28, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 53,065 | 2,668 | 0.38% | 0.42% | 475 | -5,050 | -8.69% | Q4 2025 | Jan 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 52,878 | 2,659 | 0.02% | 0.02% | 476 | -103 | -0.19% | Q4 2025 | Feb 12, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 52,797 | 2,655 | 0.37% | 0.37% | 477 | +591 | 1.13% | Q4 2025 | Feb 04, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 52,590 | 2,644 | 0.5% | 0.28% | 478 | +24,077 | 84.44% | Q4 2025 | Feb 11, 2026 |
| Claro Advisors Inc. | History | Added to | 52,075 | 2,618 | 0.36% | 0.32% | 479 | +8,470 | 19.42% | Q4 2025 | Feb 17, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 51,826 | 2,606 | 0.07% | 0.07% | 480 | +7,678 | 17.39% | Q4 2025 | Feb 02, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 51,743 | 2,602 | 0.34% | 0.31% | 481 | +3,241 | 6.68% | Q4 2025 | Jan 22, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 51,454 | 2,587 | 0.8% | 0.81% | 482 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Pacific Point Advisors, LLC | History | No change | 50,710 | 2,550 | 1.37% | 1.48% | 483 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 50,438 | 2,549 | 0.86% | 0.85% | 484 | +2,864 | 6.02% | Q4 2025 | Feb 10, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 50,597 | 2,544 | 0.99% | 1.11% | 485 | -2,524 | -4.75% | Q4 2025 | Jan 28, 2026 |
| Sunesis Advisors, LLC | History | Reduced | 50,446 | 2,536 | 1.15% | 1.2% | 486 | -932 | -1.81% | Q4 2025 | Feb 02, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 49,821 | 2,505 | 0.06% | 0.07% | 487 | -296 | -0.59% | Q4 2025 | Jan 28, 2026 |
| Eaton-Cambridge Inc. | History | Added to | 49,646 | 2,496 | 0.82% | 0.46% | 488 | +23,120 | 87.16% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 49,527 | 2,490 | 0.05% | 0.06% | 489 | -3,072 | -5.84% | Q4 2025 | Feb 09, 2026 |
| SlateStone Wealth, LLC | History | Added to | 49,459 | 2,487 | 0.21% | 0.21% | 490 | +1,145 | 2.37% | Q4 2025 | Feb 11, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 49,130 | 2,470 | 0.15% | 0.15% | 491 | +430 | 0.88% | Q4 2025 | Jan 22, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 48,947 | 2,461 | 0.05% | 0.05% | 492 | +1,131 | 2.37% | Q4 2025 | Feb 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 48,934 | 2,460 | 0.08% | 0.08% | 493 | -8,206 | -14.36% | Q4 2025 | Jan 09, 2026 |
| Detalus Advisors, LLC | History | Reduced | 48,902 | 2,459 | 0.6% | 0.66% | 494 | -2,146 | -4.2% | Q4 2025 | Feb 03, 2026 |
| TPG Advisors LLC | History | Reduced | 48,646 | 2,446 | 1.52% | 1.6% | 495 | -98 | -0.2% | Q4 2025 | Jan 21, 2026 |
| COMMERCE BANK | History | Added to | 48,613 | 2,444 | 0.01% | 0.01% | 496 | +9,453 | 24.14% | Q4 2025 | Feb 13, 2026 |
| Opal Wealth Advisors, LLC | History | Added to | 48,546 | 2,441 | 0.64% | 0.36% | 497 | +22,794 | 88.51% | Q4 2025 | Jan 26, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 47,870 | 2,407 | 0.08% | 0.08% | 498 | -939 | -1.92% | Q4 2025 | Jan 20, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 47,500 | 2,396 | 0.43% | 0.44% | 499 | +2,010 | 4.42% | Q4 2025 | Feb 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 47,481 | 2,387 | 0.03% | 0.03% | 500 | +15,540 | 48.65% | Q4 2025 | Feb 06, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 46,737 | 2,350 | 1.57% | 1.55% | 501 | +7,512 | 19.15% | Q4 2025 | Feb 09, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 46,477 | 2,337 | 1.58% | 1.42% | 502 | +3,705 | 8.66% | Q4 2025 | Feb 04, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 46,340 | 2,330 | 0.31% | 0.28% | 503 | +6,514 | 16.36% | Q4 2025 | Jan 30, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 46,323 | 2,329 | 0.17% | 0.16% | 504 | +4,240 | 10.08% | Q4 2025 | Feb 04, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 46,272 | 2,327 | 0.25% | 0.31% | 505 | -9,564 | -17.13% | Q4 2025 | Feb 03, 2026 |
| Crabel Capital Management, LLC | History | Added to | 45,833 | 2,304 | 1.74% | 1.03% | 506 | +22,924 | 100.07% | Q4 2025 | Feb 17, 2026 |
| Truepoint, Inc. | History | No change | 45,804 | 2,303 | 0.05% | 0.05% | 507 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sepio Capital, LP | History | Reduced | 45,691 | 2,297 | 0.13% | 0.21% | 508 | -23,928 | -34.37% | Q4 2025 | Feb 12, 2026 |
| Liberty Capital Management, Inc. | History | Added to | 45,346 | 2,280 | 0.42% | 0.37% | 509 | +5,573 | 14.01% | Q4 2025 | Jan 26, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 45,335 | 2,279 | 0.07% | 0.05% | 510 | +14,591 | 47.46% | Q4 2025 | Jan 12, 2026 |
| GW&K Investment Management, LLC | History | Added to | 45,280 | 2,277 | 0.02% | 0.02% | 511 | +1,600 | 3.66% | Q4 2025 | Feb 11, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 45,189 | 2,272 | 0.83% | 0.84% | 512 | +1,272 | 2.9% | Q4 2025 | Feb 06, 2026 |
| Midwest Trust Co | History | Added to | 44,894 | 2,257 | 0.03% | 0.02% | 513 | +14,777 | 49.07% | Q4 2025 | Feb 04, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 44,720 | 2,248 | 1.86% | 1.65% | 514 | +6,290 | 16.37% | Q4 2025 | Feb 06, 2026 |
| Enclave Advisors LLC | History | Reduced | 44,533 | 2,239 | 0.32% | 0.48% | 515 | -17,935 | -28.71% | Q4 2025 | Jan 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 44,512 | 2,238 | 0.14% | 0.16% | 516 | -3,170 | -6.65% | Q4 2025 | Jan 26, 2026 |
| LJI Wealth Management, LLC | History | Added to | 44,403 | 2,233 | 0.34% | 0.25% | 517 | +15,521 | 53.74% | Q4 2025 | Feb 03, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 44,319 | 2,228 | 0.47% | 0.52% | 518 | -2,497 | -5.33% | Q4 2025 | Jan 07, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 44,113 | 2,218 | 0.45% | 0.44% | 519 | +948 | 2.2% | Q4 2025 | Feb 12, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 44,088 | 2,217 | 0.73% | 0.6% | 520 | +10,000 | 29.34% | Q4 2025 | Jan 15, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 43,816 | 2,203 | 0.26% | 0.24% | 521 | +3,320 | 8.2% | Q4 2025 | Jan 29, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 43,599 | 2,192 | 0.37% | 0.3% | 522 | +9,435 | 27.62% | Q4 2025 | Feb 10, 2026 |
| Plum Street Advisors, LLC | History | Added to | 43,185 | 2,171 | 0.77% | 0.77% | 523 | +3,486 | 8.78% | Q4 2025 | Feb 13, 2026 |
| Argos Wealth Advisors, LLC | History | New | 42,952 | 2,160 | 0.58% | — | 524 | +42,952 | New | Q4 2025 | Feb 04, 2026 |
| Leeward Financial Partners, LLC | History | Added to | 42,833 | 2,154 | 0.61% | 0.61% | 525 | +227 | 0.53% | Q4 2025 | Feb 09, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 42,393 | 2,136 | 0.05% | 0.05% | 526 | +1,879 | 4.64% | Q4 2025 | Jan 08, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 42,467 | 2,135 | 0.13% | 0.12% | 527 | -232 | -0.54% | Q4 2025 | Jan 20, 2026 |
| Golden Bell Financial Planning LLC | History | Added to | 42,394 | 2,131 | 1.77% | 1.67% | 528 | +4,008 | 10.44% | Q4 2025 | Feb 03, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 42,317 | 2,128 | 0.49% | 0.38% | 529 | +10,426 | 32.69% | Q4 2025 | Jan 23, 2026 |
| Manuka Financial, LLC | History | Added to | 42,299 | 2,127 | 1.32% | 1.12% | 530 | +6,230 | 17.27% | Q4 2025 | Jan 28, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 42,282 | 2,126 | 0.49% | 0.51% | 531 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 42,244 | 2,124 | 0.05% | 0.1% | 532 | -16,514 | -28.11% | Q4 2025 | Feb 17, 2026 |
| Glassy Mountain Advisors, Inc. | History | Reduced | 42,176 | 2,121 | 0.64% | 0.66% | 533 | -1,372 | -3.15% | Q4 2025 | Feb 10, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 42,073 | 2,115 | 0.86% | 0.63% | 534 | -4,280 | -9.23% | Q4 2025 | Feb 11, 2026 |
| United Advisor Group, LLC | History | Added to | 41,994 | 2,111 | 0.26% | 0.27% | 535 | +1,398 | 3.44% | Q4 2025 | Jan 26, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 41,536 | 2,088 | 0.65% | 0.53% | 536 | +9,827 | 30.99% | Q4 2025 | Jan 07, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 41,332 | 2,078 | 0.0% | 0.0% | 537 | +18,941 | 84.59% | Q4 2025 | Feb 12, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 41,165 | 2,070 | 0.29% | 0.64% | 538 | -51,841 | -55.74% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 40,930 | 2,058 | 0.28% | 0.46% | 539 | -21,738 | -34.69% | Q4 2025 | Feb 17, 2026 |
| GEN Financial Management, INC. | History | Added to | 40,842 | 2,053 | 1.29% | 1.67% | 540 | +2,222 | 5.75% | Q4 2025 | Jan 15, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 40,243 | 2,023 | 0.28% | 0.28% | 542 | -710 | -1.73% | Q4 2025 | Feb 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 40,232 | 2,023 | 0.1% | 0.1% | 541 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Apeiron RIA LLC | History | Added to | 40,095 | 2,020 | 0.41% | 0.39% | 543 | +5,171 | 14.81% | Q4 2025 | Feb 03, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Added to | 39,917 | 2,007 | 1.82% | 1.16% | 544 | +15,219 | 61.62% | Q4 2025 | Feb 05, 2026 |
| Snider Financial Group | History | Reduced | 39,905 | 2,006 | 0.53% | 0.6% | 545 | -3,899 | -8.9% | Q4 2025 | Jan 21, 2026 |
| CPR Investments Inc. | History | No change | 39,600 | 1,991 | 1.34% | 1.36% | 546 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WBH ADVISORY INC | History | Added to | 39,505 | 1,986 | 0.15% | 0.15% | 547 | +13 | 0.03% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 39,171 | 1,969 | 0.02% | 0.07% | 548 | -84,858 | -68.42% | Q4 2025 | Feb 11, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 39,090 | 1,965 | 1.48% | 1.16% | 550 | +13,002 | 49.84% | Q4 2025 | Jan 20, 2026 |
| SFMG, LLC | History | Added to | 39,081 | 1,965 | 0.13% | 0.12% | 549 | +5,179 | 15.28% | Q4 2025 | Feb 10, 2026 |
| Red Tortoise LLC | History | Added to | 39,018 | 1,962 | 0.83% | 0.84% | 551 | +381 | 0.99% | Q4 2025 | Jan 22, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 38,745 | 1,948 | 0.37% | 0.38% | 552 | -47 | -0.12% | Q4 2025 | Jan 30, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 38,690 | 1,945 | 0.43% | 0.41% | 553 | +5,025 | 14.93% | Q4 2025 | Jan 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 38,668 | 1,944 | 0.0% | 0.0% | 554 | +7,818 | 25.34% | Q4 2025 | Feb 17, 2026 |
| Miller Capital Partners, Inc. | History | New | 38,635 | 1,942 | 0.98% | — | 555 | +38,635 | New | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | Added to | 38,374 | 1,929 | 0.08% | 0.07% | 556 | +6,561 | 20.62% | Q4 2025 | Feb 10, 2026 |
| CULBERTSON A N & CO INC | History | Added to | 38,200 | 1,921 | 0.26% | 0.26% | 557 | +800 | 2.14% | Q4 2025 | Jan 21, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 37,732 | 1,897 | 0.07% | 0.07% | 558 | +15,588 | 70.39% | Q4 2025 | Feb 04, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 37,495 | 1,885 | 0.72% | 0.8% | 559 | +408 | 1.1% | Q4 2025 | Jan 29, 2026 |
| TSG Advice Partners, LLC | History | New | 37,258 | 1,873 | 0.29% | — | 560 | +37,258 | New | Q4 2025 | Feb 17, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 37,243 | 1,872 | 0.13% | 0.09% | 561 | +10,597 | 39.77% | Q4 2025 | Feb 12, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 37,160 | 1,868 | 0.2% | 0.17% | 562 | +6,699 | 21.99% | Q4 2025 | Feb 18, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 37,157 | 1,868 | 1.1% | 1.09% | 563 | -86 | -0.23% | Q4 2025 | Jan 21, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 36,992 | 1,860 | 0.02% | 0.03% | 564 | -9,231 | -19.97% | Q4 2025 | Jan 22, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 36,759 | 1,848 | 0.16% | 0.16% | 565 | +430 | 1.18% | Q4 2025 | Jan 26, 2026 |
| SwitchPoint Financial Planning, LLC | History | Added to | 36,677 | 1,844 | 1.29% | 1.32% | 566 | +131 | 0.36% | Q4 2025 | Feb 17, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 36,488 | 1,834 | 0.52% | 0.54% | 567 | -3,793 | -9.42% | Q4 2025 | Jan 15, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 36,401 | 1,830 | 0.72% | 0.8% | 568 | +342 | 0.95% | Q4 2025 | Feb 02, 2026 |
| Beaumont Financial Advisors, LLC | History | Reduced | 36,254 | 1,823 | 0.12% | 0.12% | 569 | -48 | -0.13% | Q4 2025 | Jan 16, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 36,115 | 1,816 | 0.09% | 0.06% | 570 | +18,530 | 105.37% | Q4 2025 | Feb 12, 2026 |
| Note Advisors, LLC | History | Added to | 35,927 | 1,814 | 0.93% | 0.79% | 571 | +9,448 | 35.68% | Q4 2025 | Feb 18, 2026 |
| Regal Investment Advisors LLC | History | Added to | 35,861 | 1,803 | 0.11% | 0.11% | 572 | +598 | 1.7% | Q4 2025 | Feb 17, 2026 |
| GSG Advisors LLC | History | Added to | 35,731 | 1,796 | 0.46% | 0.46% | 573 | +709 | 2.02% | Q4 2025 | Jan 08, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 35,686 | 1,794 | 0.26% | 0.18% | 574 | +12,262 | 52.35% | Q4 2025 | Jan 27, 2026 |
| Evansbrook LLC | History | New | 35,360 | 1,778 | 1.19% | — | 576 | +35,360 | New | Q4 2025 | Feb 19, 2026 |
| Twele Capital Management, Inc. | History | Added to | 35,369 | 1,778 | 0.32% | 0.22% | 575 | +11,887 | 50.62% | Q4 2025 | Jan 09, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 35,251 | 1,772 | 0.16% | 0.19% | 577 | -982 | -2.71% | Q4 2025 | Feb 03, 2026 |
| Excelsior Advisor Network LLC | History | New | 35,232 | 1,771 | 0.86% | — | 578 | +35,232 | New | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 35,211 | 1,770 | 0.05% | — | 579 | +35,211 | New | Q4 2025 | Feb 13, 2026 |
| Busey Bank | History | Added to | 35,027 | 1,761 | 0.05% | 0.05% | 580 | +986 | 2.9% | Q4 2025 | Jan 27, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 35,009 | 1,760 | 0.25% | 0.2% | 581 | +7,698 | 28.19% | Q4 2025 | Jan 27, 2026 |
| Forum Private Client Group LLC | History | Added to | 34,941 | 1,757 | 0.6% | 0.57% | 582 | +2,707 | 8.4% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 34,636 | 1,741 | 0.01% | 0.01% | 583 | +1,508 | 4.55% | Q4 2025 | Feb 09, 2026 |
| Navalign, LLC | History | Added to | 34,489 | 1,734 | 0.43% | 0.42% | 584 | +3,028 | 9.62% | Q4 2025 | Feb 05, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 34,127 | 1,716 | 0.45% | 0.51% | 585 | -104 | -0.3% | Q4 2025 | Jan 27, 2026 |
| Karpus Management, Inc. | History | Reduced | 33,922 | 1,705 | 0.05% | 0.06% | 586 | -4,500 | -11.71% | Q4 2025 | Feb 17, 2026 |
| SSA SWISS ADVISORS AG | History | Reduced | 33,898 | 1,704 | 0.79% | 0.82% | 587 | -1,379 | -3.91% | Q4 2025 | Feb 26, 2026 |
| Meredith Wealth Planning | History | Reduced | 33,798 | 1,699 | 0.51% | 0.55% | 588 | -590 | -1.72% | Q4 2025 | Jan 16, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 33,557 | 1,687 | 0.11% | 0.1% | 590 | +5,550 | 19.82% | Q4 2025 | Jan 08, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 33,563 | 1,687 | 0.32% | 0.39% | 591 | -3,034 | -8.29% | Q4 2025 | Jan 27, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 33,560 | 1,687 | 0.37% | 0.38% | 589 | +450 | 1.36% | Q4 2025 | Feb 06, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 33,374 | 1,678 | 0.25% | — | 592 | +33,374 | New | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 33,289 | 1,674 | 0.05% | 0.05% | 593 | -195 | -0.58% | Q4 2025 | Feb 12, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | Added to | 33,069 | 1,663 | 0.27% | 0.15% | 594 | +15,116 | 84.2% | Q4 2025 | Jan 27, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 33,043 | 1,661 | 0.21% | 0.12% | 595 | +13,175 | 66.31% | Q4 2025 | Jan 29, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 32,817 | 1,650 | 0.17% | 0.22% | 596 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 32,715 | 1,645 | 1.17% | — | 597 | +32,715 | New | Q4 2025 | Jan 26, 2026 |
| Zhang Financial LLC | History | Added to | 32,517 | 1,635 | 0.06% | 0.02% | 598 | +20,679 | 174.68% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | Added to | 32,507 | 1,634 | 0.04% | 0.04% | 599 | +880 | 2.78% | Q4 2025 | Feb 02, 2026 |
| TSA Wealth Managment LLC | History | Added to | 32,360 | 1,627 | 0.54% | 0.55% | 600 | +364 | 1.14% | Q4 2025 | Jan 22, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 32,084 | 1,613 | 0.15% | 0.16% | 601 | -75 | -0.23% | Q4 2025 | Jan 07, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 31,863 | 1,602 | 0.38% | 0.54% | 602 | -10,144 | -24.15% | Q4 2025 | Jan 12, 2026 |
| Financial Architects, LLC | History | Added to | 31,680 | 1,593 | 0.86% | 0.89% | 603 | +315 | 1.0% | Q4 2025 | Jan 21, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | New | 31,117 | 1,572 | 1.37% | — | 604 | +31,117 | New | Q4 2025 | Feb 11, 2026 |
| Hudson Oak Wealth Advisory LLC | History | New | 31,113 | 1,564 | 1.38% | — | 605 | +31,113 | New | Q4 2025 | Jan 23, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 31,087 | 1,563 | 0.05% | 0.05% | 606 | -340 | -1.08% | Q4 2025 | Jan 23, 2026 |
| Oak Wealth Advisors LLC | History | Reduced | 31,061 | 1,562 | 0.9% | 0.99% | 607 | -2,843 | -8.39% | Q4 2025 | Feb 11, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 31,007 | 1,559 | 0.42% | 0.02% | 608 | +30,111 | 3360.6% | Q4 2025 | Feb 09, 2026 |
| Allen Capital Group, LLC | History | Added to | 30,765 | 1,547 | 0.14% | 0.12% | 609 | +5,403 | 21.3% | Q4 2025 | Feb 09, 2026 |
| FC Advisory LLC | History | Added to | 30,604 | 1,539 | 0.44% | 0.31% | 610 | +9,390 | 44.26% | Q4 2025 | Jan 13, 2026 |
| Cornerstone Financial Management LLC | History | New | 30,584 | 1,538 | 1.44% | — | 611 | +30,584 | New | Q4 2025 | Feb 13, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 30,244 | 1,520 | 0.54% | 0.34% | 612 | +11,079 | 57.81% | Q4 2025 | Jan 23, 2026 |
| HB Wealth Management, LLC | History | Reduced | 30,069 | 1,512 | 0.01% | 0.01% | 613 | -197 | -0.65% | Q4 2025 | Jan 28, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 29,650 | 1,501 | 0.07% | 0.07% | 614 | +2,488 | 9.16% | Q4 2025 | Feb 09, 2026 |
| LCW Services, LLC | History | New | 29,765 | 1,496 | 0.8% | — | 615 | +29,765 | New | Q4 2025 | Feb 11, 2026 |
| Centurion Wealth Management LLC | History | Added to | 29,660 | 1,491 | 0.33% | 0.33% | 616 | +572 | 1.97% | Q4 2025 | Jan 14, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | New | 29,553 | 1,486 | 1.25% | — | 617 | +29,553 | New | Q4 2025 | Jan 23, 2026 |
| Stone Summit Wealth LLC | History | Added to | 29,432 | 1,480 | 0.4% | 0.39% | 619 | +1,867 | 6.77% | Q4 2025 | Jan 27, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 29,434 | 1,480 | 0.28% | 0.28% | 618 | +729 | 2.54% | Q4 2025 | Jan 26, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 29,441 | 1,480 | 0.53% | 0.54% | 620 | -230 | -0.78% | Q4 2025 | Jan 22, 2026 |
| Rare Wolf Capital LLC | History | New | 29,314 | 1,474 | 0.92% | — | 621 | +29,314 | New | Q4 2025 | Feb 19, 2026 |
| Columbus Macro, LLC | History | Reduced | 29,086 | 1,462 | 0.16% | 0.17% | 622 | -136 | -0.47% | Q4 2025 | Jan 15, 2026 |
| HANOVER ADVISORS INC | History | Added to | 28,686 | 1,442 | 0.56% | 0.52% | 623 | +1,835 | 6.83% | Q4 2025 | Feb 17, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 28,444 | 1,430 | 0.08% | 0.08% | 624 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 28,122 | 1,429 | 1.39% | — | 626 | +28,122 | New | Q4 2025 | Feb 17, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 28,422 | 1,429 | 0.43% | 0.44% | 625 | +165 | 0.58% | Q4 2025 | Jan 22, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 28,281 | 1,422 | 0.14% | 0.14% | 627 | +2,301 | 8.86% | Q4 2025 | Jan 20, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 28,224 | 1,419 | 0.01% | 0.01% | 628 | -4,371 | -13.41% | Q4 2025 | Feb 12, 2026 |
| Avid Wealth Partners LLC | History | Reduced | 28,156 | 1,415 | 0.69% | 0.75% | 629 | -2,036 | -6.74% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Added to | 28,061 | 1,411 | 0.02% | 0.02% | 630 | +770 | 2.82% | Q4 2025 | Jan 16, 2026 |
| First Pacific Financial | History | Added to | 27,877 | 1,401 | 0.18% | 0.15% | 631 | +6,024 | 27.57% | Q4 2025 | Jan 16, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 27,711 | 1,393 | 0.19% | 0.18% | 632 | +1,966 | 7.64% | Q4 2025 | Jan 15, 2026 |
| Brucke Financial, Inc. | History | Added to | 27,581 | 1,387 | 0.76% | 0.66% | 633 | +5,399 | 24.34% | Q4 2025 | Jan 12, 2026 |
| Chemistry Wealth Management LLC | History | New | 27,530 | 1,384 | 0.26% | — | 634 | +27,530 | New | Q4 2025 | Jan 06, 2026 |
| Prosperity Planning, Inc. | History | Added to | 27,498 | 1,382 | 0.36% | 0.37% | 635 | +30 | 0.11% | Q4 2025 | Jan 14, 2026 |
| Lansing Street Advisors | History | Reduced | 27,455 | 1,380 | 0.35% | 0.37% | 636 | -144 | -0.52% | Q4 2025 | Jan 26, 2026 |
| Revisor Wealth Management LLC | History | Added to | 27,234 | 1,374 | 0.37% | 0.38% | 637 | +5,518 | 25.41% | Q4 2025 | Jan 27, 2026 |
| Coquina Private Wealth LLC | History | New | 27,306 | 1,373 | 1.1% | — | 638 | +27,306 | New | Q4 2025 | Jan 29, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 27,289 | 1,372 | 0.48% | — | 639 | +27,289 | New | Q4 2025 | Feb 12, 2026 |
| Tenzing Financial LLC | History | New | 27,092 | 1,362 | 1.11% | — | 640 | +27,092 | New | Q4 2025 | Feb 13, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 26,973 | 1,356 | 0.25% | 0.2% | 641 | +6,643 | 32.68% | Q4 2025 | Feb 06, 2026 |
| LVW Advisors, LLC | History | Added to | 26,908 | 1,353 | 0.14% | 0.11% | 642 | +4,505 | 20.11% | Q4 2025 | Jan 14, 2026 |
| Alhambra Investment Management LLC | History | Added to | 26,852 | 1,350 | 0.63% | 0.62% | 643 | +664 | 2.54% | Q4 2025 | Jan 15, 2026 |
| Disciplined Investments, LLC | History | Added to | 26,805 | 1,348 | 0.52% | 0.43% | 644 | +5,178 | 23.94% | Q4 2025 | Feb 05, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 26,668 | 1,341 | 0.02% | 0.02% | 645 | +2,732 | 11.41% | Q4 2025 | Feb 09, 2026 |
| Boyd Wealth Management, LLC | History | Reduced | 26,323 | 1,323 | 0.56% | 0.8% | 646 | -10,869 | -29.22% | Q4 2025 | Jan 28, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 25,875 | 1,301 | 0.15% | 0.14% | 647 | +3,372 | 14.98% | Q4 2025 | Jan 20, 2026 |
| Sigma Planning Corp | History | Added to | 25,864 | 1,300 | 0.04% | 0.03% | 648 | +3,793 | 17.19% | Q4 2025 | Jan 30, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 25,746 | 1,294 | 0.01% | 0.01% | 649 | +600 | 2.39% | Q4 2025 | Jan 13, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Reduced | 25,584 | 1,286 | 0.23% | 0.25% | 650 | -1,054 | -3.96% | Q4 2025 | Jan 13, 2026 |
| Mill Capital Management, LLC | History | New | 25,558 | 1,285 | 0.09% | — | 651 | +25,558 | New | Q4 2025 | Feb 11, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 25,550 | 1,284 | 0.05% | 0.05% | 652 | -120 | -0.47% | Q4 2025 | Jan 28, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 25,325 | 1,273 | 0.03% | 0.02% | 653 | +7,554 | 42.51% | Q4 2025 | Feb 13, 2026 |
| Lakewood Asset Management LLC | History | Added to | 25,305 | 1,272 | 0.75% | 0.76% | 654 | +196 | 0.78% | Q4 2025 | Jan 26, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 25,271 | 1,270 | 0.27% | — | 655 | +25,271 | New | Q4 2025 | Feb 12, 2026 |
| CHOREO, LLC | History | Added to | 25,128 | 1,263 | 0.02% | 0.02% | 656 | +419 | 1.7% | Q4 2025 | Jan 23, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 25,000 | 1,257 | 0.55% | 0.56% | 657 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 24,966 | 1,255 | 0.14% | 0.15% | 658 | +57 | 0.23% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | No change | 24,945 | 1,254 | 0.66% | 0.54% | 659 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Legacy Advisors, LLC | History | New | 24,747 | 1,244 | 0.13% | — | 660 | +24,747 | New | Q4 2025 | Jan 27, 2026 |
| 5T Wealth, LLC | History | Added to | 24,578 | 1,236 | 0.49% | 0.35% | 664 | +8,527 | 53.12% | Q4 2025 | Jan 27, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 24,583 | 1,236 | 0.13% | 0.16% | 661 | -4,450 | -15.33% | Q4 2025 | Jan 29, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 24,580 | 1,236 | 0.17% | 0.19% | 663 | -2,257 | -8.41% | Q4 2025 | Feb 04, 2026 |
| Blankinship & Foster, LLC | History | Reduced | 24,581 | 1,236 | 0.27% | 0.27% | 662 | -261 | -1.05% | Q4 2025 | Jan 23, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 24,509 | 1,232 | 0.37% | 0.26% | 665 | +8,477 | 52.88% | Q4 2025 | Feb 11, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 24,450 | 1,229 | 0.06% | 0.1% | 666 | -15,275 | -38.45% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 24,362 | 1,225 | 0.07% | 0.07% | 668 | +1,612 | 7.09% | Q4 2025 | Feb 18, 2026 |
| W ADVISORS, LLC | History | Reduced | 24,361 | 1,225 | 0.62% | 0.68% | 667 | -1,274 | -4.97% | Q4 2025 | Feb 13, 2026 |
| Center for Financial Planning, Inc. | History | No change | 24,299 | 1,221 | 0.13% | 0.13% | 669 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 24,258 | 1,219 | 0.17% | 0.17% | 670 | +1,485 | 6.52% | Q4 2025 | Feb 09, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 24,188 | 1,216 | 0.01% | 0.02% | 671 | -6,423 | -20.98% | Q4 2025 | Feb 03, 2026 |
| BLB&B Advisors, LLC | History | No change | 24,130 | 1,213 | 0.05% | 0.05% | 672 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HHM Wealth Advisors, LLC | History | Reduced | 24,096 | 1,211 | 0.14% | 0.21% | 673 | -11,933 | -33.12% | Q4 2025 | Jan 22, 2026 |
| Prospect Financial Group LLC | History | Added to | 24,083 | 1,211 | 1.13% | 0.68% | 674 | +10,210 | 73.6% | Q4 2025 | Feb 10, 2026 |
| Life Planning Partners, Inc | History | Reduced | 24,068 | 1,210 | 0.93% | 1.15% | 675 | -7,511 | -23.78% | Q4 2025 | Jan 16, 2026 |
| Veracity Capital LLC | History | No change | 24,020 | 1,207 | 0.36% | 0.38% | 676 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 23,951 | 1,204 | 0.0% | 0.0% | 677 | -111 | -0.46% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 23,774 | 1,202 | 0.04% | 0.04% | 678 | -254 | -1.06% | Q4 2025 | Jan 23, 2026 |
| Canopy Partners, LLC | History | Reduced | 23,893 | 1,201 | 0.39% | 0.42% | 680 | -1,138 | -4.55% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 23,882 | 1,201 | 0.35% | 0.35% | 679 | +416 | 1.77% | Q4 2025 | Jan 22, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 23,820 | 1,197 | 0.41% | 0.38% | 681 | +1,800 | 8.17% | Q4 2025 | Jan 22, 2026 |
| Park Place Capital Corp | History | Added to | 23,623 | 1,188 | 0.25% | 0.25% | 682 | +264 | 1.13% | Q4 2025 | Jan 09, 2026 |
| Continuum Advisory, LLC | History | Reduced | 23,498 | 1,181 | 0.12% | 0.14% | 684 | -2,480 | -9.55% | Q4 2025 | Feb 11, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 23,500 | 1,181 | 0.32% | 0.33% | 683 | +220 | 0.95% | Q4 2025 | Jan 23, 2026 |
| WealthShield Partners, LLC | History | Reduced | 23,415 | 1,177 | 0.13% | 0.16% | 685 | -4,771 | -16.93% | Q4 2025 | Feb 03, 2026 |
| Breakwater Capital Group | History | Added to | 23,378 | 1,175 | 0.16% | 0.17% | 686 | +833 | 3.69% | Q4 2025 | Jan 09, 2026 |
| Prospera Capital Management, LLC | History | No change | 23,348 | 1,174 | 0.59% | 0.56% | 687 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Trilogy Capital Inc. | History | Added to | 23,342 | 1,173 | 0.05% | 0.01% | 688 | +17,517 | 300.72% | Q4 2025 | Jan 22, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 23,282 | 1,170 | 0.2% | 0.21% | 689 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | Added to | 23,100 | 1,161 | 0.42% | 0.4% | 690 | +990 | 4.48% | Q4 2025 | Jan 21, 2026 |
| TriaGen Wealth Management LLC | History | No change | 23,096 | 1,161 | 0.3% | 0.3% | 691 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 22,981 | 1,155 | 0.64% | 0.53% | 692 | +7,091 | 44.63% | Q4 2025 | Feb 13, 2026 |
| Amicus Financial Advisors, LLC | History | New | 22,939 | 1,153 | 0.32% | — | 694 | +22,939 | New | Q4 2025 | Mar 02, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 22,944 | 1,153 | 0.12% | 0.12% | 693 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Reduced | 22,796 | 1,146 | 0.33% | 0.62% | 695 | -19,470 | -46.07% | Q4 2025 | Feb 12, 2026 |
| Breakwater Investment Management | History | Added to | 22,684 | 1,140 | 0.41% | 0.41% | 696 | +577 | 2.61% | Q4 2025 | Feb 02, 2026 |
| Perennial Advisors, LLC | History | Reduced | 22,637 | 1,138 | 0.19% | 0.2% | 697 | -95 | -0.42% | Q4 2025 | Jan 12, 2026 |
| CFO4Life Group, LLC | History | Added to | 22,561 | 1,134 | 0.16% | 0.16% | 698 | +910 | 4.2% | Q4 2025 | Feb 06, 2026 |
| Souders Financial Advisors | History | Reduced | 22,513 | 1,132 | 0.13% | 0.14% | 699 | -808 | -3.46% | Q4 2025 | Feb 02, 2026 |
| AE Wealth Management LLC | History | Added to | 22,485 | 1,130 | 0.01% | 0.0% | 700 | +9,537 | 73.66% | Q4 2025 | Jan 26, 2026 |
| Farrell Financial LLC | History | Added to | 22,386 | 1,125 | 0.66% | 0.61% | 701 | +2,968 | 15.28% | Q4 2025 | Jan 12, 2026 |
| Hilltop Partners LLC | History | Reduced | 22,368 | 1,124 | 0.29% | 0.42% | 702 | -5,801 | -20.59% | Q4 2025 | Feb 10, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 22,295 | 1,121 | 0.15% | 0.15% | 703 | +844 | 3.93% | Q4 2025 | Jan 23, 2026 |
| Leo Wealth, LLC | History | Added to | 22,259 | 1,119 | 0.08% | 0.08% | 704 | +9,502 | 74.48% | Q4 2025 | Jan 21, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 22,204 | 1,116 | 0.02% | 0.03% | 705 | -2,090 | -8.6% | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 22,168 | 1,114 | 0.01% | 0.01% | 706 | +7,979 | 56.23% | Q4 2025 | Jan 14, 2026 |
| Ocean Park Asset Management, LLC | History | Added to | 22,168 | 1,114 | 0.05% | 0.03% | 707 | +7,979 | 56.23% | Q4 2025 | Jan 15, 2026 |
| NORDEN GROUP LLC | History | Added to | 22,170 | 1,114 | 0.11% | 0.11% | 709 | +1,153 | 5.49% | Q4 2025 | Jan 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 22,168 | 1,114 | 0.03% | 0.03% | 708 | +397 | 1.82% | Q4 2025 | Feb 13, 2026 |
| Cyr Financial Inc. | History | Added to | 22,106 | 1,111 | 0.69% | 0.68% | 710 | +2,152 | 10.78% | Q4 2025 | Jan 16, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 22,075 | 1,110 | 0.04% | 0.05% | 711 | -2,322 | -9.52% | Q4 2025 | Jan 27, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 21,848 | 1,098 | 0.14% | 0.17% | 712 | -5,202 | -19.23% | Q4 2025 | Jan 14, 2026 |
| LifeGoal Investments, LLC | History | Added to | 21,801 | 1,095 | 0.73% | 0.37% | 713 | +12,986 | 147.32% | Q4 2025 | Jan 15, 2026 |
| Tenon Financial LLC | History | Added to | 21,763 | 1,094 | 0.46% | 0.56% | 714 | +117 | 0.54% | Q4 2025 | Jan 16, 2026 |
| Prospera Financial Services Inc | History | Reduced | 21,722 | 1,092 | 0.02% | 0.02% | 715 | -34 | -0.16% | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | Reduced | 21,612 | 1,086 | 0.06% | 0.09% | 716 | -6,525 | -23.19% | Q4 2025 | Feb 10, 2026 |
| Daybright Advisory Services, Inc. | History | New | 21,459 | 1,079 | 0.29% | — | 718 | +21,459 | New | Q4 2025 | Feb 12, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 21,463 | 1,079 | 0.24% | 0.22% | 717 | +2,330 | 12.18% | Q4 2025 | Jan 12, 2026 |
| Bouchey Financial Group Ltd | History | Reduced | 21,277 | 1,070 | 0.08% | 0.11% | 719 | -7,307 | -25.56% | Q4 2025 | Jan 16, 2026 |
| ABLE Financial Group, LLC | History | Added to | 21,253 | 1,068 | 0.22% | 0.2% | 720 | +2,419 | 12.84% | Q4 2025 | Jan 23, 2026 |
| HOWE & RUSLING INC | History | Reduced | 21,196 | 1,065 | 0.07% | 0.07% | 721 | -208 | -0.97% | Q4 2025 | Feb 17, 2026 |
| Bravias Capital Group, LLC | History | New | 21,100 | 1,061 | 0.64% | — | 722 | +21,100 | New | Q4 2025 | Jan 29, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 21,027 | 1,057 | 0.0% | 0.0% | 723 | -2,360 | -10.09% | Q4 2025 | Feb 17, 2026 |
| Carter Financial, LLC | History | New | 20,989 | 1,055 | 0.93% | — | 724 | +20,989 | New | Q4 2025 | Mar 17, 2026 |
| Golden State Equity Partners | History | Added to | 20,951 | 1,053 | 0.17% | 0.15% | 725 | +3,719 | 21.58% | Q4 2025 | Jan 29, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 20,647 | 1,038 | 0.69% | 0.71% | 726 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Carter Financial Group, INC. | History | Added to | 20,592 | 1,035 | 0.61% | 0.61% | 727 | +511 | 2.54% | Q4 2025 | Feb 13, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 20,566 | 1,034 | 0.14% | 0.23% | 728 | -7,155 | -25.81% | Q4 2025 | Jan 14, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 20,516 | 1,031 | 0.2% | 0.2% | 730 | +156 | 0.77% | Q4 2025 | Jan 28, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 20,173 | 1,031 | 0.09% | 0.09% | 729 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Greenspring Advisors, LLC | History | New | 20,493 | 1,030 | 0.06% | — | 731 | +20,493 | New | Q4 2025 | Feb 10, 2026 |
| Polaris Investment Advisors, LLC | History | New | 20,490 | 1,030 | 0.74% | — | 732 | +20,490 | New | Q4 2025 | Jan 15, 2026 |
| Boxwood Ventures, Inc. | History | No change | 20,380 | 1,024 | 1.03% | 1.14% | 733 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CHILTON INVESTMENT CO INC. | History | New | 20,333 | 1,022 | 0.02% | — | 734 | +20,333 | New | Q4 2025 | Feb 17, 2026 |
| Columbia Bank | History | No change | 20,330 | 1,022 | 0.28% | 0.29% | 735 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 20,186 | 1,015 | 0.03% | 0.02% | 736 | +2,579 | 14.65% | Q4 2025 | Jan 23, 2026 |
| Wolff Financial Management LLC | History | Added to | 19,984 | 1,005 | 0.23% | 0.23% | 737 | +128 | 0.64% | Q4 2025 | Feb 06, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 19,977 | 1,004 | 0.38% | 0.4% | 738 | -197 | -0.98% | Q4 2025 | Jan 08, 2026 |
| FF Advisors,LLC | History | Added to | 19,930 | 1,002 | 0.45% | 0.4% | 739 | +3,150 | 18.77% | Q4 2025 | Feb 13, 2026 |
| Koshinski Asset Management, Inc. | History | New | 19,899 | 1,000 | 0.06% | — | 740 | +19,899 | New | Q4 2025 | Feb 03, 2026 |
| Human Investing LLC | History | Reduced | 19,884 | 999 | 0.14% | 0.15% | 741 | -401 | -1.98% | Q4 2025 | Jan 27, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 19,860 | 998 | 0.05% | 0.05% | 742 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SVRN Asset Management, LLC | History | New | 19,754 | 993 | 0.82% | — | 743 | +19,754 | New | Q4 2025 | Feb 13, 2026 |
| ARS Wealth Advisors Group, LLC | History | Added to | 19,711 | 991 | 0.09% | 0.06% | 744 | +7,461 | 60.91% | Q4 2025 | Jan 12, 2026 |
| Journey Beyond Wealth, LLC | History | Reduced | 19,724 | 991 | 0.79% | 0.83% | 745 | -495 | -2.45% | Q4 2025 | Jan 23, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 19,566 | 983 | 0.09% | 0.08% | 746 | +3,274 | 20.1% | Q4 2025 | Jan 30, 2026 |
| Bristlecone Value Partners, LLC | History | New | 19,436 | 977 | 1.13% | — | 747 | +19,436 | New | Q4 2025 | Feb 13, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 19,347 | 972 | 0.06% | 0.06% | 748 | +235 | 1.23% | Q4 2025 | Feb 13, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 19,310 | 971 | 0.11% | 0.12% | 749 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Heritage Financial Services, LLC | History | Added to | 19,303 | 970 | 0.08% | 0.09% | 750 | +46 | 0.24% | Q4 2025 | Feb 02, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 19,251 | 968 | 0.06% | 0.08% | 751 | -7,095 | -26.93% | Q4 2025 | Jan 29, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | New | 19,246 | 967 | 0.63% | — | 752 | +19,246 | New | Q4 2025 | Apr 02, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 19,217 | 966 | 0.07% | 0.09% | 753 | -3,902 | -16.88% | Q4 2025 | Jan 20, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 19,113 | 964 | 0.02% | 0.02% | 754 | +4,265 | 28.72% | Q4 2025 | Jan 26, 2026 |
| Taylor Hoffman Capital Management LLC | History | Reduced | 19,174 | 964 | 0.29% | 0.32% | 755 | -1,079 | -5.33% | Q4 2025 | Feb 11, 2026 |
| WPG Advisers, LLC | History | Reduced | 19,149 | 963 | 0.71% | 0.75% | 756 | -146 | -0.76% | Q4 2025 | Jan 28, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 19,040 | 957 | 1.84% | 1.19% | 757 | +105 | 0.55% | Q4 2025 | Jan 21, 2026 |
| Seaside Wealth Management, Inc. | History | Reduced | 18,984 | 954 | 0.27% | 0.36% | 758 | -5,489 | -22.43% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 18,851 | 948 | 0.0% | 0.0% | 759 | +13,893 | 280.21% | Q4 2025 | Feb 17, 2026 |
| Stirlingshire Investments, Inc. | History | New | 18,710 | 940 | 0.83% | — | 760 | +18,710 | New | Q4 2025 | Feb 11, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 18,671 | 938 | 0.21% | 0.2% | 761 | +1,223 | 7.01% | Q4 2025 | Feb 11, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 18,614 | 936 | 0.06% | 0.06% | 762 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 18,551 | 932 | 0.47% | 0.48% | 763 | +207 | 1.13% | Q4 2025 | Jan 21, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 18,431 | 926 | 0.08% | 0.08% | 764 | -5 | -0.03% | Q4 2025 | Jan 15, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 18,195 | 915 | 0.08% | 0.08% | 765 | +248 | 1.38% | Q4 2025 | Feb 09, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 18,169 | 913 | 0.02% | 0.03% | 766 | -7,991 | -30.55% | Q4 2025 | Feb 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 18,074 | 908 | 0.0% | — | 767 | +18,074 | New | Q4 2025 | Feb 17, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 17,951 | 902 | 0.56% | — | 768 | +17,951 | New | Q4 2025 | Feb 04, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 17,875 | 898 | 0.08% | 0.14% | 769 | -10,035 | -35.95% | Q4 2025 | Jan 20, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Reduced | 17,842 | 897 | 0.19% | 0.22% | 771 | -136 | -0.76% | Q4 2025 | Feb 09, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 17,850 | 897 | 0.61% | 0.65% | 770 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EPG Wealth Management LLC | History | Reduced | 17,832 | 896 | 0.24% | 0.27% | 772 | -1,422 | -7.39% | Q4 2025 | Jan 28, 2026 |
| Davis Wealth Advisors, LLC | History | New | 17,798 | 895 | 0.74% | — | 773 | +17,798 | New | Q4 2025 | Feb 17, 2026 |
| Argent Trust Co | History | Reduced | 17,778 | 894 | 0.03% | 0.03% | 774 | -493 | -2.7% | Q4 2025 | Feb 10, 2026 |
| Hudock, Inc. | History | Reduced | 17,753 | 892 | 0.13% | 0.15% | 775 | -2,036 | -10.29% | Q4 2025 | Feb 12, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Added to | 17,574 | 883 | 0.14% | 0.11% | 776 | +4,635 | 35.82% | Q4 2025 | Feb 06, 2026 |
| Schwallier Wealth Management LLC | History | Added to | 17,262 | 872 | 0.56% | 0.51% | 777 | +798 | 4.85% | Q4 2025 | Feb 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 17,323 | 871 | 0.04% | 0.07% | 778 | -11,637 | -40.18% | Q4 2025 | Feb 13, 2026 |
| Evolution Advisers, Inc. | History | Added to | 17,288 | 869 | 0.38% | 0.36% | 779 | +1,516 | 9.61% | Q4 2025 | Jan 23, 2026 |
| Charles Schwab Trust Co | History | No change | 17,211 | 865 | 0.06% | 0.06% | 780 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| FIRST MERCHANTS CORP | History | No change | 17,095 | 859 | 0.03% | 0.03% | 781 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 16,883 | 849 | 0.23% | 0.26% | 782 | -2,660 | -13.61% | Q4 2025 | Jan 16, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 16,860 | 847 | 0.04% | 0.02% | 783 | +10,293 | 156.74% | Q4 2025 | Jan 12, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 16,767 | 843 | 0.51% | 0.51% | 784 | +82 | 0.49% | Q4 2025 | Feb 10, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | New | 16,571 | 833 | 0.05% | — | 785 | +16,571 | New | Q4 2025 | Jan 13, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 16,419 | 825 | 0.01% | 0.01% | 786 | +134 | 0.82% | Q4 2025 | Feb 11, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | New | 16,384 | 823 | 0.1% | — | 787 | +16,384 | New | Q4 2025 | Jan 09, 2026 |
| Horizons Wealth Management | History | Added to | 16,365 | 822 | 0.54% | 0.46% | 788 | +2,837 | 20.97% | Q4 2025 | Jan 05, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 16,336 | 821 | 0.06% | 0.07% | 789 | +221 | 1.37% | Q4 2025 | Jan 09, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 16,272 | 818 | 0.18% | 0.16% | 790 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Southland Equity Partners LLC | History | Reduced | 16,209 | 815 | 0.16% | 0.17% | 791 | -600 | -3.57% | Q4 2025 | Jan 14, 2026 |
| Watchman Group, Inc. | History | Reduced | 16,168 | 813 | 0.19% | 0.5% | 792 | -25,018 | -60.74% | Q4 2025 | Feb 06, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 16,046 | 806 | 0.0% | 0.01% | 793 | -295 | -1.81% | Q4 2025 | Jan 29, 2026 |
| IF Advisors, LLC | History | New | 16,000 | 804 | 0.65% | — | 795 | +16,000 | New | Q4 2025 | Feb 10, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 15,993 | 804 | 0.09% | 0.1% | 794 | -1,080 | -6.33% | Q4 2025 | Jan 15, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 15,966 | 802 | 0.08% | 0.08% | 796 | +170 | 1.08% | Q4 2025 | Jan 29, 2026 |
| PFG Investments, LLC | History | Added to | 15,902 | 799 | 0.04% | 0.04% | 797 | +198 | 1.26% | Q4 2025 | Jan 26, 2026 |
| Westshore Wealth, LLC | History | No change | 15,851 | 797 | 0.26% | 0.27% | 798 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 15,770 | 793 | 0.12% | 0.14% | 799 | -1,961 | -11.06% | Q4 2025 | Jan 27, 2026 |
| Prospect Financial Services LLC | History | Added to | 15,788 | 793 | 0.46% | 0.44% | 800 | +430 | 2.8% | Q4 2025 | Feb 06, 2026 |