VANGUARD INDEX FUNDS - VTI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 25 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 62,622,049 | 20,995,293 | 0.3% | 0.3% | 1 | +2,291,938 | 3.8% | Q4 2025 | Jan 29, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 47,479,738 | 15,530,622 | 52.31% | 55.28% | 2 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Reduced | 25,171,575 | 8,439,274 | 16.08% | 16.72% | 3 | -610,825 | -2.37% | Q4 2025 | Feb 12, 2026 |
| Align Financial, LLC | History | New | 6,271,841 | 6,271,841 | 3.64% | — | 4 | +6,271,841 | New | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Added to | 18,025,283 | 6,043,336 | 13.51% | 13.76% | 5 | +163,272 | 0.91% | Q4 2025 | Jan 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 14,185,248 | 4,755,888 | 0.35% | 0.31% | 6 | +143,136 | 1.02% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 14,079,780 | 4,720,527 | 1.29% | 1.32% | 7 | +277,939 | 2.01% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 13,792,394 | 4,624,177 | 0.28% | 0.27% | 8 | -13,206 | -0.1% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 9,712,922 | 3,256,451 | 0.42% | 0.4% | 9 | +184,429 | 1.94% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 8,495,987 | 2,848,449 | 11.67% | — | 10 | +8,495,987 | New | Q4 2025 | Feb 05, 2026 |
| HB Wealth Management, LLC | History | Added to | 8,648,161 | 2,760,339 | 17.85% | 18.15% | 11 | +96,255 | 1.13% | Q4 2025 | Jan 28, 2026 |
| Creative Planning | History | Reduced | 6,067,010 | 2,034,086 | 1.46% | 1.56% | 12 | -137,259 | -2.21% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,749,098 | 1,927,500 | 0.57% | 0.55% | 13 | -50,888 | -0.88% | Q4 2025 | Feb 10, 2026 |
| Ballentine Partners, LLC | History | Reduced | 5,658,856 | 1,897,244 | 26.65% | 27.71% | 14 | -422,868 | -6.95% | Q4 2025 | Feb 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,644,791 | 1,892,528 | 0.34% | 0.35% | 15 | +2,398 | 0.04% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,863,654 | 1,630,637 | 0.1% | 0.1% | 16 | -168,878 | -3.36% | Q4 2025 | Feb 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 4,852,437 | 1,626,876 | 30.72% | 30.7% | 17 | +142,074 | 3.02% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 4,065,748 | 1,363,123 | 0.22% | 0.21% | 18 | -24,198 | -0.59% | Q4 2025 | Jan 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,715,482 | 1,245,690 | 6.95% | 7.27% | 19 | +68,138 | 1.87% | Q4 2025 | Feb 03, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 3,663,005 | 1,228,095 | 6.39% | 6.64% | 20 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 3,252,250 | 1,090,381 | 1.19% | 1.23% | 21 | +23,277 | 0.72% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,055,143 | 1,024,298 | 0.17% | — | 22 | +3,055,143 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,013,092 | 1,010,199 | 0.31% | 0.3% | 23 | +163,384 | 5.73% | Q4 2025 | Feb 18, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 2,686,800 | 900,803 | 6.61% | 6.69% | 24 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,633,443 | 883,144 | 1.29% | 1.25% | 25 | -106,933 | -3.9% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 2,549,585 | 854,781 | 0.97% | 0.94% | 26 | +785,256 | 44.51% | Q4 2025 | Feb 13, 2026 |
| SCS Capital Management LLC | History | Reduced | 2,539,532 | 851,429 | 9.02% | 9.18% | 27 | -25,646 | -1.0% | Q4 2025 | Feb 10, 2026 |
| Savant Capital, LLC | History | Added to | 2,421,782 | 811,950 | 4.62% | 4.67% | 28 | +77,849 | 3.32% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,378,679 | 797,499 | 0.1% | 0.1% | 29 | -4,219 | -0.18% | Q4 2025 | Mar 25, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,356,186 | 789,958 | 0.43% | 0.49% | 30 | -102,822 | -4.18% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,320,304 | 777,928 | 1.04% | 1.08% | 31 | -231,019 | -9.05% | Q4 2025 | Feb 12, 2026 |
| Facet Wealth, Inc. | History | Added to | 2,164,451 | 742,579 | 13.14% | 13.42% | 32 | +188,623 | 9.55% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,184,878 | 733,843 | 0.17% | 0.17% | 33 | -53,012 | -2.37% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,184,391 | 732,360 | 0.8% | 0.81% | 34 | +1,799 | 0.08% | Q4 2025 | Feb 06, 2026 |
| BROWN ADVISORY INC | History | Added to | 2,171,354 | 727,989 | 1.02% | 0.81% | 35 | +282,160 | 14.94% | Q4 2025 | Feb 13, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | New | 2,113,640 | 715,234 | 39.4% | — | 36 | +2,113,640 | New | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 2,079,849 | 697,311 | 1.84% | 1.9% | 37 | -27,022 | -1.28% | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,079,574 | 697,219 | 0.82% | 0.82% | 38 | -19,203 | -0.91% | Q4 2025 | Jan 30, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,067,920 | 693,311 | 0.12% | 0.12% | 39 | -42,860 | -2.03% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,052,515 | 687,949 | 1.05% | 1.09% | 40 | +55,419 | 2.77% | Q4 2025 | Feb 18, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,961,875 | 636,720 | 0.87% | 0.89% | 41 | +232,711 | 13.46% | Q4 2025 | Mar 09, 2026 |
| Cerity Partners LLC | History | Added to | 1,876,008 | 628,981 | 0.92% | 0.91% | 42 | +165,135 | 9.65% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Reduced | 1,788,055 | 599,572 | 0.71% | 0.76% | 43 | -9,817 | -0.55% | Q4 2025 | Feb 13, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 1,745,891 | 585,344 | 9.02% | 10.18% | 44 | +51,072 | 3.01% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Added to | 1,661,237 | 556,963 | 8.18% | 8.23% | 45 | +18,370 | 1.12% | Q4 2025 | Feb 13, 2026 |
| Empower Advisory Group, LLC | History | Added to | 1,656,574 | 555,399 | 1.5% | 1.42% | 46 | +94,754 | 6.07% | Q4 2025 | Feb 12, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 1,582,521 | 538,959 | 1.72% | 1.72% | 47 | +10,072 | 0.64% | Q4 2025 | Feb 18, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 1,469,102 | 492,545 | 31.23% | 31.31% | 48 | +6,343 | 0.43% | Q4 2025 | Jan 23, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 1,433,710 | 480,679 | 8.77% | 8.77% | 49 | +59,358 | 4.32% | Q4 2025 | Jan 23, 2026 |
| FMR LLC | History | Added to | 1,362,317 | 456,743 | 0.02% | 0.02% | 50 | +66,599 | 5.14% | Q4 2025 | Feb 17, 2026 |
| Foster Group, Inc. | History | Added to | 1,343,296 | 450,366 | 13.62% | 13.7% | 51 | +13,248 | 1.0% | Q4 2025 | Jan 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,226,403 | 411,176 | 0.22% | 0.19% | 52 | +327,757 | 36.47% | Q4 2025 | Feb 17, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 1,221,479 | 409,525 | 29.69% | 26.93% | 53 | +171,156 | 16.3% | Q4 2025 | Jan 26, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 1,197,664 | 401,540 | 1.2% | 1.08% | 54 | +109,235 | 10.04% | Q4 2025 | Feb 13, 2026 |
| Truepoint, Inc. | History | Reduced | 1,192,078 | 399,668 | 8.99% | 9.23% | 55 | -16,803 | -1.39% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,169,371 | 392,055 | 0.05% | 0.03% | 56 | +297,971 | 34.19% | Q4 2025 | Feb 17, 2026 |
| Sageworth Trust Co | History | Reduced | 1,151,030 | 385,905 | 16.53% | 17.85% | 57 | -16,258 | -1.39% | Q4 2025 | Feb 03, 2026 |
| Private Advisor Group, LLC | History | Reduced | 1,139,796 | 382,139 | 1.8% | 1.87% | 58 | -20,444 | -1.76% | Q4 2025 | Feb 17, 2026 |
| Symetra Investment Management Co | History | Reduced | 1,138,050 | 381,554 | 67.15% | 83.23% | 59 | -16,045 | -1.39% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 1,113,796 | 373,422 | 4.55% | 4.86% | 60 | -66,734 | -5.65% | Q4 2025 | Jan 21, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 1,108,737 | 371,726 | 36.69% | 37.08% | 61 | -2,045 | -0.18% | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,082,504 | 369,403 | 0.5% | 0.54% | 62 | +4,271 | 0.4% | Q4 2025 | Jan 08, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 1,094,768 | 367,042 | 36.44% | 37.94% | 63 | -43,994 | -3.86% | Q4 2025 | Jan 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,068,311 | 358,173 | 0.64% | 0.61% | 64 | +112,734 | 11.8% | Q4 2025 | Mar 16, 2026 |
| Plancorp, LLC | History | Added to | 1,029,480 | 345,153 | 10.43% | 9.62% | 65 | +95,126 | 10.18% | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Reduced | 1,020,316 | 342,081 | 0.7% | 0.72% | 66 | -9,171 | -0.89% | Q4 2025 | Jan 23, 2026 |
| Elm Partners Management LLC | History | Added to | 996,018 | 333,934 | 15.15% | 15.43% | 67 | +54,790 | 5.82% | Q4 2025 | Feb 10, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 987,621 | 331,119 | 2.64% | 3.45% | 68 | -1,021,823 | -50.85% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 977,006 | 327,560 | 0.01% | 0.0% | 69 | +566,436 | 137.96% | Q4 2025 | Feb 12, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 957,838 | 321,134 | 17.1% | 16.81% | 70 | +12,842 | 1.36% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 943,855 | 316,446 | 0.11% | 0.12% | 71 | +10,757 | 1.15% | Q4 2025 | Feb 12, 2026 |
| Caprock Group, LLC | History | Added to | 894,507 | 299,901 | 6.33% | 6.89% | 72 | +14,955 | 1.7% | Q4 2025 | Jan 28, 2026 |
| Baird Financial Group, Inc. | History | Added to | 876,258 | 293,783 | 0.46% | 0.43% | 73 | +68,019 | 8.42% | Q4 2025 | Feb 13, 2026 |
| Gibson Capital, LLC | History | Reduced | 860,884 | 288,628 | 52.94% | 52.94% | 74 | -13,742 | -1.57% | Q4 2025 | Feb 05, 2026 |
| LINCOLN NATIONAL CORP | History | Reduced | 820,567 | 275,111 | 8.04% | 7.69% | 75 | -1,425 | -0.17% | Q4 2025 | Feb 09, 2026 |
| Cresset Asset Management, LLC | History | Added to | 819,717 | 274,826 | 1.16% | 1.16% | 76 | +12,398 | 1.54% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 807,309 | 270,667 | 1.04% | — | 77 | +807,309 | New | Q4 2025 | Feb 13, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 795,893 | 266,839 | 14.67% | 15.94% | 78 | -62,766 | -7.31% | Q4 2025 | Feb 13, 2026 |
| Norinchukin Bank, The | History | Added to | 790,500 | 265,030 | 3.09% | 3.03% | 79 | +103,000 | 14.98% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 789,011 | 264,531 | 0.5% | 0.47% | 80 | +89,947 | 12.87% | Q4 2025 | Feb 17, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Reduced | 788,902 | 264,495 | 24.29% | 24.3% | 81 | -18,227 | -2.26% | Q4 2025 | Feb 06, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 763,829 | 261,252 | 24.04% | 24.12% | 82 | -228 | -0.03% | Q4 2025 | Feb 02, 2026 |
| Quantinno Capital Management LP | History | Added to | 777,828 | 260,782 | 0.52% | 0.59% | 83 | +119,591 | 18.17% | Q4 2025 | Feb 17, 2026 |
| Hardy Reed LLC | History | Added to | 763,393 | 255,942 | 18.25% | 18.37% | 84 | +3,318 | 0.44% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 761,488 | 255,304 | 0.16% | 0.19% | 85 | -96,626 | -11.26% | Q4 2025 | Feb 10, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 752,040 | 252,136 | 0.6% | 0.63% | 86 | -43,774 | -5.5% | Q4 2025 | Feb 11, 2026 |
| REBALANCE, LLC | History | Reduced | 746,351 | 250,229 | 14.63% | 14.9% | 87 | -6,208 | -0.82% | Q4 2025 | Jan 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 742,991 | 249,102 | 1.75% | 1.39% | 88 | +243,167 | 48.65% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 734,559 | 246,277 | 0.22% | 0.22% | 89 | +11,498 | 1.59% | Q4 2025 | Feb 13, 2026 |
| West Virginia University Foundation, Inc | History | Added to | 728,924 | 244,386 | 46.29% | 40.53% | 90 | +259,323 | 55.22% | Q4 2025 | Feb 24, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 725,519 | 243,244 | 0.32% | 0.33% | 91 | -24,017 | -3.2% | Q4 2025 | Feb 02, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 720,637 | 241,608 | 17.87% | 19.66% | 92 | +50,118 | 7.47% | Q4 2025 | Jan 28, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 720,206 | 241,463 | 5.02% | 7.62% | 93 | +585,533 | 434.78% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 715,133 | 239,762 | 3.24% | 4.21% | 94 | +41,619 | 6.18% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 691,631 | 231,883 | 1.7% | 1.74% | 95 | +9,567 | 1.4% | Q4 2025 | Feb 12, 2026 |
| Apella Capital, LLC | History | Added to | 688,831 | 230,944 | 4.56% | 3.37% | 96 | +223,762 | 48.11% | Q4 2025 | Jan 21, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 673,618 | 225,843 | 2.81% | 2.93% | 97 | -25,852 | -3.7% | Q4 2025 | Feb 05, 2026 |
| Trilogy Capital Inc. | History | Added to | 670,274 | 224,722 | 10.04% | 9.9% | 98 | +17,398 | 2.66% | Q4 2025 | Jan 22, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 669,718 | 224,536 | 37.06% | 36.79% | 99 | +3,053 | 0.46% | Q4 2025 | Jan 07, 2026 |
| Cabot-Wellington, LLC | History | Reduced | 667,254 | 223,710 | 71.74% | 71.52% | 100 | -6,447 | -0.96% | Q4 2025 | Jan 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 643,191 | 215,687 | 0.13% | 0.12% | 101 | +87,515 | 15.75% | Q4 2025 | Feb 17, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 632,468 | 212,047 | 3.96% | 3.91% | 102 | +44,816 | 7.63% | Q4 2025 | Feb 06, 2026 |
| Investure, LLC | History | Reduced | 626,608 | 210,082 | 11.75% | 13.99% | 103 | -62,664 | -9.09% | Q4 2025 | Feb 11, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 623,443 | 209,084 | 0.91% | 0.92% | 104 | -16,811 | -2.63% | Q4 2025 | Feb 17, 2026 |
| Allen Investment Management, LLC | History | Reduced | 598,163 | 200,546 | 2.22% | 2.22% | 105 | -10,398 | -1.71% | Q4 2025 | Feb 10, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 593,548 | 198,998 | 5.12% | 5.04% | 106 | -6,447 | -1.07% | Q4 2025 | Feb 03, 2026 |
| Constellation Investments, Inc. | History | Added to | 587,923 | 197,112 | 6.08% | 3.24% | 107 | +376,923 | 178.64% | Q4 2025 | Jan 21, 2026 |
| SEI INVESTMENTS CO | History | Added to | 585,375 | 196,258 | 0.19% | 0.19% | 108 | +34,819 | 6.32% | Q4 2025 | Feb 13, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 581,804 | 195,061 | 12.75% | 13.03% | 109 | +12,230 | 2.15% | Q4 2025 | Feb 05, 2026 |
| Sendero Wealth Management, LLC | History | Added to | 579,358 | 194,241 | 21.53% | 21.81% | 110 | +12,369 | 2.18% | Q4 2025 | Jan 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 578,222 | 193,860 | 0.68% | 0.68% | 111 | +16,297 | 2.9% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 572,413 | 191,912 | 0.79% | 0.79% | 112 | +44,864 | 8.5% | Q4 2025 | Feb 13, 2026 |
| Tanglewood Wealth Management, Inc. | History | Added to | 563,822 | 189,032 | 17.33% | 17.05% | 113 | +4,916 | 0.88% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 563,684 | 188,986 | 0.03% | 0.03% | 114 | -51,920 | -8.43% | Q4 2025 | Feb 17, 2026 |
| Briaud Financial Planning, Inc | History | Added to | 550,273 | 184,490 | 45.45% | 36.4% | 115 | +210,827 | 62.11% | Q4 2025 | Jan 28, 2026 |
| Zhang Financial LLC | History | Reduced | 547,888 | 183,690 | 6.85% | 7.33% | 116 | -2,070 | -0.38% | Q4 2025 | Feb 10, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 540,662 | 181,267 | 33.84% | 34.05% | 117 | +24,041 | 4.65% | Q4 2025 | Jan 30, 2026 |
| CHAI TRUST CO LLC | History | Added to | 540,160 | 181,099 | 15.61% | 11.69% | 118 | +1,545 | 0.29% | Q4 2025 | Feb 17, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 529,750 | 177,609 | 7.25% | 7.26% | 119 | +3,591 | 0.68% | Q4 2025 | Jan 16, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 527,290 | 176,784 | 1.34% | 1.49% | 120 | -45,774 | -7.99% | Q4 2025 | Feb 12, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 520,919 | 174,648 | 16.63% | 16.55% | 121 | -2,176 | -0.42% | Q4 2025 | Jan 29, 2026 |
| GLENMEDE TRUST CO NA | History | New | 509,439 | 170,799 | 0.81% | — | 122 | +509,439 | New | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 508,745 | 170,566 | 0.03% | 0.02% | 123 | +73,005 | 16.75% | Q4 2025 | Feb 12, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 508,271 | 170,407 | 5.63% | 5.89% | 124 | +11,034 | 2.22% | Q4 2025 | Jan 30, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 508,061 | 170,337 | 24.95% | 25.09% | 125 | +57,561 | 12.78% | Q4 2025 | Feb 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 501,579 | 168,164 | 2.06% | 2.48% | 126 | -155,437 | -23.66% | Q4 2025 | Feb 11, 2026 |
| Legacy Private Trust Co. | History | Reduced | 494,894 | 165,923 | 9.74% | 9.91% | 127 | -11,668 | -2.3% | Q4 2025 | Jan 08, 2026 |
| AlTi Global, Inc. | History | Added to | 492,560 | 165,140 | 3.54% | 3.79% | 128 | +1,054 | 0.21% | Q4 2025 | Feb 13, 2026 |
| ALPS ADVISORS INC | History | Reduced | 486,187 | 163,003 | 0.95% | 0.9% | 129 | -7,615 | -1.54% | Q4 2025 | Feb 12, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 481,663 | 161,487 | 5.23% | 0.13% | 130 | +471,279 | 4538.51% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 479,820 | 160,869 | 0.39% | 0.41% | 131 | +10,430 | 2.22% | Q4 2025 | Feb 13, 2026 |
| Beacon Wealthcare LLC | History | Reduced | 465,364 | 156,022 | 53.58% | 54.18% | 132 | -4,630 | -0.99% | Q4 2025 | Jan 06, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 464,488 | 155,729 | 12.79% | 11.65% | 133 | +1,462 | 0.32% | Q4 2025 | Feb 17, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 458,478 | 153,714 | 12.8% | 12.85% | 134 | +14,857 | 3.35% | Q4 2025 | Feb 09, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 457,922 | 153,527 | 32.37% | 32.56% | 135 | +1,137 | 0.25% | Q4 2025 | Jan 30, 2026 |
| Lido Advisors, LLC | History | Added to | 451,913 | 148,984 | 0.45% | 0.46% | 136 | +5,344 | 1.2% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 444,277 | 148,952 | 5.2% | 5.69% | 137 | -32,856 | -6.89% | Q4 2025 | Jan 13, 2026 |
| Wedmont Private Capital | History | Added to | 425,885 | 144,822 | 5.03% | 4.86% | 138 | +28,965 | 7.3% | Q4 2025 | Jan 08, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Added to | 431,347 | 144,613 | 26.51% | 26.81% | 139 | +320 | 0.07% | Q4 2025 | Jan 29, 2026 |
| Gleason Group, Inc. | History | Added to | 420,303 | 140,915 | 13.82% | 13.83% | 140 | +602 | 0.14% | Q4 2025 | Jan 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 420,148 | 140,862 | 0.51% | 0.6% | 141 | +20,431 | 5.11% | Q4 2025 | Feb 18, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 417,067 | 139,829 | 7.42% | 7.79% | 142 | +2,769 | 0.67% | Q4 2025 | Jan 23, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 416,656 | 139,692 | 18.31% | 18.53% | 143 | +116 | 0.03% | Q4 2025 | Jan 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 416,102 | 139,506 | 0.85% | 1.16% | 144 | -136,741 | -24.73% | Q4 2025 | Jan 29, 2026 |
| Golden Reserve Retirement LLC | History | Added to | 414,424 | 138,943 | 25.65% | 30.09% | 145 | +61,191 | 17.32% | Q4 2025 | Jan 29, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 408,161 | 136,844 | 17.49% | 17.43% | 146 | +5,902 | 1.47% | Q4 2025 | Feb 04, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 404,365 | 135,571 | 0.23% | 0.21% | 147 | +25,310 | 6.68% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 403,542 | 135,295 | 0.78% | 0.81% | 148 | +8,693 | 2.2% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Reduced | 400,528 | 134,285 | 0.06% | 0.12% | 149 | -411,468 | -50.67% | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 393,707 | 131,998 | 0.9% | 0.92% | 150 | +12,831 | 3.37% | Q4 2025 | Feb 17, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 386,330 | 129,524 | 15.23% | 15.4% | 151 | -4,703 | -1.2% | Q4 2025 | Jan 20, 2026 |
| Astoria Strategic Wealth, Inc. | History | Added to | 385,345 | 129,194 | 32.52% | 31.9% | 152 | +865 | 0.22% | Q4 2025 | Feb 05, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 382,593 | 128,272 | 0.24% | 0.24% | 153 | -3,331 | -0.86% | Q4 2025 | Feb 12, 2026 |
| Efficient Advisors, LLC | History | Reduced | 375,633 | 125,938 | 7.35% | 7.12% | 154 | -9,252 | -2.4% | Q4 2025 | Jan 21, 2026 |
| Avalon Advisory Group | History | Reduced | 370,979 | 124,378 | 50.75% | 50.78% | 155 | -10,796 | -2.83% | Q4 2025 | Jan 29, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 358,134 | 120,071 | 8.95% | 9.26% | 156 | -6,118 | -1.68% | Q4 2025 | Jan 16, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 355,564 | 119,209 | 2.34% | 2.51% | 157 | -11,018 | -3.01% | Q4 2025 | Jan 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 354,860 | 118,973 | 1.53% | 1.57% | 158 | -4,650 | -1.29% | Q4 2025 | Feb 05, 2026 |
| NewSquare Capital LLC | History | Reduced | 352,810 | 118,286 | 10.43% | 8.79% | 159 | -42,152 | -10.67% | Q4 2025 | Feb 17, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 348,344 | 116,789 | 33.32% | 33.75% | 160 | +1,788 | 0.52% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 346,176 | 116,062 | 0.04% | 0.03% | 161 | +72,139 | 26.32% | Q4 2025 | Feb 17, 2026 |
| BIP Wealth, LLC | History | Added to | 344,071 | 115,356 | 4.07% | 5.27% | 162 | +18,732 | 5.76% | Q4 2025 | Jan 21, 2026 |
| Cliffwater LLC | History | Reduced | 344,018 | 115,338 | 24.21% | 24.07% | 163 | -4,086 | -1.17% | Q4 2025 | Feb 12, 2026 |
| GeoWealth Management, LLC | History | Added to | 342,653 | 114,881 | 4.23% | 4.1% | 164 | +303 | 0.09% | Q4 2025 | Feb 17, 2026 |
| LANDAAS & CO /WI /ADV | History | Reduced | 341,318 | 114,436 | 25.18% | 25.73% | 165 | -3,655 | -1.06% | Q4 2025 | Jan 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 338,130 | 113,364 | 0.3% | 0.25% | 166 | +46,657 | 16.01% | Q4 2025 | Feb 17, 2026 |
| LHM, INC. | History | Reduced | 337,826 | 113,262 | 42.14% | 42.52% | 167 | -52,821 | -13.52% | Q4 2025 | Feb 10, 2026 |
| Bell Bank | History | Reduced | 333,970 | 111,970 | 4.79% | 4.89% | 168 | -9,923 | -2.89% | Q4 2025 | Jan 14, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 331,634 | 111,186 | 5.44% | 5.58% | 169 | -4,773 | -1.42% | Q4 2025 | Jan 07, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 331,482 | 111,135 | 0.06% | 0.07% | 170 | -11,300 | -3.3% | Q4 2025 | Feb 13, 2026 |
| GM Advisory Group, LLC | History | Added to | 330,625 | 110,848 | 4.34% | 4.52% | 171 | +6,691 | 2.07% | Q4 2025 | Feb 13, 2026 |
| REGIONS FINANCIAL CORP | History | New | 330,541 | 110,820 | 0.71% | — | 172 | +330,541 | New | Q4 2025 | Jan 27, 2026 |
| Parkwood LLC | History | Reduced | 329,545 | 110,487 | 8.56% | 12.15% | 173 | -77,000 | -18.94% | Q4 2025 | Feb 17, 2026 |
| BANK OF HAWAII | History | Added to | 328,228 | 110,044 | 5.44% | 5.35% | 174 | +1,974 | 0.61% | Q4 2025 | Mar 03, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 328,132 | 110,012 | 2.19% | 2.26% | 175 | -19,274 | -5.55% | Q4 2025 | Feb 05, 2026 |
| Omnia Family Wealth, LLC | History | Reduced | 326,639 | 109,512 | 32.34% | 35.03% | 176 | -1,253 | -0.38% | Q4 2025 | Jan 16, 2026 |
| Kinsale Capital Group, Inc. | History | No change | 326,312 | 109,402 | 18.16% | 19.57% | 177 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HRT FINANCIAL LP | History | Reduced | 324,216 | 108,699 | 0.34% | 0.41% | 178 | -17,845 | -5.22% | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | Reduced | 323,846 | 108,575 | 2.13% | 2.24% | 179 | -3,186 | -0.97% | Q4 2025 | Feb 02, 2026 |
| Segment Wealth Management, LLC | History | Added to | 322,570 | 108,148 | 6.27% | 6.34% | 180 | +267 | 0.08% | Q4 2025 | Jan 29, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 320,146 | 107,335 | 4.96% | 5.26% | 181 | -4,072 | -1.26% | Q4 2025 | Feb 11, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 318,841 | 106,897 | 2.77% | 3.53% | 182 | -5,142 | -1.59% | Q4 2025 | Feb 17, 2026 |
| Busey Bank | History | Added to | 317,120 | 106,320 | 2.8% | 2.87% | 183 | +3,721 | 1.19% | Q4 2025 | Jan 27, 2026 |
| MATHER GROUP, LLC. | History | Added to | 315,825 | 105,886 | 1.09% | 0.41% | 184 | +191,125 | 153.27% | Q4 2025 | Jan 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 315,628 | 105,820 | 0.86% | 0.85% | 185 | +54,430 | 20.84% | Q4 2025 | Feb 17, 2026 |
| Yarbrough Capital, LLC | History | No change | 310,912 | 104,239 | 3.25% | 3.18% | 186 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Rainwater Charitable Foundation | History | Added to | 306,061 | 102,613 | 60.55% | 58.59% | 187 | +21,334 | 7.49% | Q4 2025 | Feb 05, 2026 |
| SAM Advisors, LLC | History | Reduced | 305,780 | 102,518 | 32.44% | 32.9% | 188 | -5,270 | -1.69% | Q4 2025 | Feb 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 305,158 | 102,310 | 1.87% | 1.93% | 189 | +7,466 | 2.51% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Reduced | 305,016 | 102,262 | 0.82% | 1.19% | 190 | -91,256 | -23.03% | Q4 2025 | Jan 26, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 303,679 | 101,814 | 0.14% | 0.3% | 191 | -316,585 | -51.04% | Q4 2025 | Feb 17, 2026 |
| EAGLE CAPITAL MANAGEMENT LLC | History | New | 300,316 | 100,686 | 0.31% | — | 192 | +300,316 | New | Q4 2025 | Feb 17, 2026 |
| Stash Investments, LLC | History | Added to | 299,177 | 100,305 | 40.21% | 40.51% | 193 | +12,216 | 4.26% | Q4 2025 | Jan 06, 2026 |
| BESSEMER GROUP INC | History | Added to | 298,078 | 99,936 | 0.15% | 0.13% | 194 | +39,274 | 15.18% | Q4 2025 | Feb 05, 2026 |
| Composition Wealth, LLC | History | Reduced | 297,275 | 99,667 | 1.43% | 1.48% | 195 | -3,825 | -1.27% | Q4 2025 | Feb 02, 2026 |
| BRIGHTON JONES LLC | History | Added to | 295,388 | 99,034 | 3.65% | 2.32% | 196 | +915 | 0.31% | Q4 2025 | Jan 27, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 287,504 | 96,391 | 0.31% | 0.31% | 197 | -8,475 | -2.86% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 285,723 | 95,804 | 0.72% | — | 198 | +285,723 | New | Q4 2025 | Feb 18, 2026 |
| AEGON USA Investment Management, LLC | History | Reduced | 284,368 | 95,340 | 67.38% | 64.85% | 199 | -5,760 | -1.99% | Q4 2025 | Feb 09, 2026 |
| COMERICA BANK | History | Reduced | 283,195 | 94,946 | 0.38% | 0.36% | 200 | -6,037 | -2.09% | Q4 2025 | Jan 29, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | Added to | 283,018 | 94,887 | 50.79% | 49.54% | 201 | +2,714 | 0.97% | Q4 2025 | Feb 05, 2026 |
| Global Endowment Management, LP | History | Reduced | 281,603 | 94,413 | 11.79% | 12.62% | 202 | -25,536 | -8.31% | Q4 2025 | Feb 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 279,269 | 94,315 | 2.79% | 0.28% | 203 | +265,633 | 1948.03% | Q4 2025 | Feb 13, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 280,640 | 94,090 | 26.1% | 27.8% | 204 | +20,736 | 7.98% | Q4 2025 | Jan 26, 2026 |
| AMG National Trust Bank | History | Reduced | 276,015 | 92,539 | 2.18% | 2.24% | 205 | -4,796 | -1.71% | Q4 2025 | Jan 30, 2026 |
| GP Brinson Investments LLC | History | Reduced | 275,843 | 92,481 | 39.84% | 37.99% | 206 | -8,040 | -2.83% | Q4 2025 | Jan 02, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 272,130 | 91,236 | 27.69% | 27.58% | 207 | +4,681 | 1.75% | Q4 2025 | Jan 13, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 269,838 | 90,468 | 2.59% | 2.56% | 208 | +3,831 | 1.44% | Q4 2025 | Feb 13, 2026 |
| AllGen Financial Advisors, Inc. | History | Added to | 269,236 | 90,266 | 21.41% | 21.51% | 209 | +2,478 | 0.93% | Q4 2025 | Jan 22, 2026 |
| GSG Advisors LLC | History | Reduced | 266,545 | 89,364 | 23.07% | 23.25% | 210 | -275 | -0.1% | Q4 2025 | Jan 08, 2026 |
| Turim 21 Investimentos Ltda. | History | Reduced | 130,926 | 89,281 | 34.47% | 29.38% | 211 | -152 | -0.12% | Q4 2025 | Feb 17, 2026 |
| Sunesis Advisors, LLC | History | Reduced | 265,643 | 89,062 | 40.33% | 41.49% | 212 | -5,027 | -1.86% | Q4 2025 | Feb 02, 2026 |
| EP Wealth Advisors, LLC | History | New | 258,572 | 86,691 | 0.45% | — | 213 | +258,572 | New | Q4 2025 | Feb 18, 2026 |
| Circle Wealth Management, LLC | History | Reduced | 258,479 | 86,660 | 1.33% | 1.66% | 214 | -1,067 | -0.41% | Q4 2025 | Feb 13, 2026 |
| TD Capital Management LLC | History | Added to | 257,515 | 86,337 | 7.66% | 7.52% | 215 | +3,179 | 1.25% | Q4 2025 | Feb 26, 2026 |
| Garde Capital, Inc. | History | Added to | 255,877 | 85,787 | 5.08% | 4.02% | 216 | +4,074 | 1.62% | Q4 2025 | Feb 10, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 255,627 | 85,704 | 16.9% | 16.81% | 217 | -32 | -0.01% | Q4 2025 | Jan 08, 2026 |
| SYM FINANCIAL Corp | History | Added to | 255,624 | 85,702 | 8.8% | 8.87% | 218 | +2,983 | 1.18% | Q4 2025 | Feb 13, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 249,749 | 83,733 | 6.12% | 6.2% | 219 | -4,438 | -1.75% | Q4 2025 | Feb 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 249,657 | 83,702 | 13.48% | 14.01% | 220 | +11,516 | 4.84% | Q4 2025 | Feb 17, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 247,353 | 82,930 | 1.91% | 1.84% | 221 | +12,550 | 5.34% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Added to | 243,688 | 81,705 | 0.43% | 0.25% | 222 | +124,460 | 104.39% | Q4 2025 | Feb 17, 2026 |
| Haverford Trust Co | History | Added to | 241,553 | 80,985 | 0.72% | 0.7% | 223 | +4,910 | 2.07% | Q4 2025 | Feb 13, 2026 |
| Shade Tree Advisors LLC | History | Added to | 241,531 | 80,978 | 61.53% | 67.39% | 224 | +4,266 | 1.8% | Q4 2025 | Feb 04, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 239,227 | 80,205 | 20.07% | 20.36% | 225 | -252 | -0.11% | Q4 2025 | Feb 13, 2026 |
| Prospera Capital Management, LLC | History | Reduced | 238,231 | 79,871 | 40.3% | 40.24% | 226 | -15,369 | -6.06% | Q4 2025 | Jan 20, 2026 |
| Hassell Wealth Management, LLC | History | Reduced | 233,348 | 79,770 | 26.68% | 27.26% | 227 | -6,139 | -2.56% | Q4 2025 | Jan 26, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 237,884 | 79,755 | 1.87% | 1.91% | 228 | -3,970 | -1.64% | Q4 2025 | Feb 12, 2026 |
| St. Louis Trust Co | History | Added to | 236,631 | 79,335 | 9.1% | 9.65% | 229 | +657 | 0.28% | Q4 2025 | Feb 09, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 236,329 | 79,234 | 0.9% | 0.94% | 230 | -7,169 | -2.94% | Q4 2025 | Jan 20, 2026 |
| Northstar Group, Inc. | History | Added to | 236,273 | 79,214 | 10.79% | 11.04% | 231 | +5,309 | 2.3% | Q4 2025 | Feb 13, 2026 |
| Hirtle Callaghan & Co LLC | History | Added to | 236,180 | 79,184 | 2.7% | 2.63% | 232 | +8,383 | 3.68% | Q4 2025 | Feb 04, 2026 |
| Operose Advisors LLC | History | Reduced | 235,837 | 79,070 | 18.42% | 19.62% | 233 | -3,985 | -1.66% | Q4 2025 | Feb 10, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 235,463 | 78,943 | 4.62% | 4.59% | 234 | +1,867 | 0.8% | Q4 2025 | Jan 15, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 231,435 | 77,593 | 7.22% | 7.33% | 235 | -3,001 | -1.28% | Q4 2025 | Jan 28, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 224,852 | 76,242 | 4.94% | 4.76% | 236 | +16,625 | 7.98% | Q4 2025 | Jan 23, 2026 |
| Evensky & Katz LLC | History | Reduced | 226,168 | 75,827 | 4.28% | 4.48% | 237 | -9,192 | -3.91% | Q4 2025 | Feb 05, 2026 |
| Ellevest, Inc. | History | Added to | 225,671 | 75,660 | 10.46% | 10.31% | 238 | +5,730 | 2.61% | Q4 2025 | Feb 10, 2026 |
| NewEdge Wealth, LLC | History | Added to | 224,567 | 75,290 | 0.85% | 0.58% | 239 | +102,513 | 83.99% | Q4 2025 | Feb 03, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 224,527 | 75,277 | 8.68% | 9.71% | 240 | -8,233 | -3.54% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Reduced | 223,742 | 75,013 | 0.41% | 0.41% | 241 | -573 | -0.26% | Q4 2025 | Feb 13, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 223,174 | 74,823 | 9.0% | 9.22% | 242 | -5,000 | -2.19% | Q4 2025 | Jan 21, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 222,500 | 74,597 | 9.93% | 10.05% | 243 | +637 | 0.29% | Q4 2025 | Jan 16, 2026 |
| GuidedMoney, LLC | History | New | 222,195 | 74,495 | 39.79% | — | 244 | +222,195 | New | Q4 2025 | Feb 23, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 220,930 | 74,071 | 0.17% | 0.17% | 245 | -2,152 | -0.96% | Q4 2025 | Feb 11, 2026 |
| WBH ADVISORY INC | History | Added to | 214,675 | 71,974 | 5.33% | 5.29% | 246 | +3,649 | 1.73% | Q4 2025 | Jan 26, 2026 |
| Independent Order of Foresters | History | No change | 213,865 | 71,702 | 41.75% | 41.73% | 247 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 213,323 | 71,520 | 18.45% | 18.45% | 248 | +2,008 | 0.95% | Q4 2025 | Jan 20, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 213,319 | 71,519 | 4.22% | 2.65% | 249 | -6,014 | -2.74% | Q4 2025 | Feb 09, 2026 |
| First Bank & Trust | History | No change | 212,908 | 71,381 | 11.63% | 11.76% | 250 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| LIBRA WEALTH LLC | History | Added to | 211,271 | 70,832 | 19.82% | 19.78% | 251 | +10,582 | 5.27% | Q4 2025 | Jan 28, 2026 |
| Tidal Investments LLC | History | Reduced | 210,680 | 70,634 | 0.17% | 0.5% | 252 | -553,410 | -72.43% | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 210,575 | 70,599 | 0.6% | 0.52% | 253 | +6,389 | 3.13% | Q4 2025 | Jan 05, 2026 |
| Prentice Wealth Management LLC | History | Added to | 210,219 | 70,480 | 16.1% | 16.64% | 254 | +4,520 | 2.2% | Q4 2025 | Jan 30, 2026 |
| Asset Allocation & Management Company, LLC | History | Added to | 209,126 | 70,114 | 27.92% | 26.8% | 255 | +15,510 | 8.01% | Q4 2025 | Jan 12, 2026 |
| CHOREO, LLC | History | Added to | 207,438 | 70,082 | 0.89% | 0.86% | 256 | +7,722 | 3.87% | Q4 2025 | Jan 23, 2026 |
| Affiance Financial, LLC | History | Added to | 207,374 | 69,526 | 11.18% | 11.55% | 257 | +14,019 | 7.25% | Q4 2025 | Jan 21, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 207,371 | 69,525 | 1.61% | 1.48% | 258 | +20,833 | 11.17% | Q4 2025 | Feb 02, 2026 |
| Unconventional Investor, LLC | History | Added to | 204,898 | 68,696 | 32.63% | 33.21% | 259 | +3,139 | 1.56% | Q4 2025 | Feb 05, 2026 |
| CWM, LLC | History | Reduced | 202,911 | 68,030 | 0.18% | 0.21% | 260 | -13,032 | -6.03% | Q4 2025 | Jan 26, 2026 |
| BAILARD, INC. | History | Reduced | 202,079 | 67,751 | 1.5% | 1.47% | 261 | -3,825 | -1.86% | Q4 2025 | Feb 04, 2026 |
| Cedar Wealth Management, LLC | History | Reduced | 201,060 | 67,409 | 20.16% | 20.22% | 262 | -11 | -0.01% | Q4 2025 | Feb 06, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 198,899 | 66,684 | 6.66% | 7.07% | 263 | -6,238 | -3.04% | Q4 2025 | Jan 26, 2026 |
| Obsido Oy | History | Added to | 197,497 | 66,214 | 40.68% | 40.32% | 264 | +12,922 | 7.0% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 194,223 | 65,117 | 0.36% | 0.36% | 265 | +784 | 0.41% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 194,064 | 65,063 | 0.7% | 0.83% | 266 | +25,872 | 15.38% | Q4 2025 | Jan 23, 2026 |
| Obermeyer Wealth Partners | History | Added to | 192,403 | 64,506 | 2.95% | 1.65% | 267 | +85,344 | 79.72% | Q4 2025 | Jan 29, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 192,215 | 64,443 | 0.63% | 0.68% | 268 | -8,317 | -4.15% | Q4 2025 | Feb 13, 2026 |
| Arlington Trust Co LLC | History | Added to | 191,875 | 64,329 | 6.56% | 11.19% | 269 | +2,394 | 1.26% | Q4 2025 | Jan 30, 2026 |
| SMITH, MOORE & CO. | History | Added to | 188,350 | 63,148 | 4.77% | 4.7% | 270 | +1,341 | 0.72% | Q4 2025 | Jan 23, 2026 |
| Advisory Services Network, LLC | History | Added to | 187,798 | 62,963 | 0.89% | 0.64% | 271 | +55,040 | 41.46% | Q4 2025 | Feb 17, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 187,759 | 62,949 | 5.33% | 5.51% | 272 | -3,690 | -1.93% | Q4 2025 | Jan 21, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 187,545 | 62,878 | 4.71% | 3.94% | 273 | +16 | 0.01% | Q4 2025 | Feb 17, 2026 |
| Procyon Advisors, LLC | History | Reduced | 186,835 | 62,640 | 3.09% | 3.64% | 274 | -434 | -0.23% | Q4 2025 | Jan 07, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 186,480 | 62,521 | 24.27% | 23.77% | 275 | -203 | -0.11% | Q4 2025 | Feb 17, 2026 |
| HOWE & RUSLING INC | History | Added to | 185,785 | 62,288 | 4.12% | 4.07% | 276 | +4,851 | 2.68% | Q4 2025 | Feb 17, 2026 |
| Clarius Group, LLC | History | Added to | 185,545 | 62,207 | 3.55% | 3.6% | 277 | +184 | 0.1% | Q4 2025 | Jan 14, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 184,403 | 61,824 | 5.73% | 6.67% | 278 | -18,401 | -9.07% | Q4 2025 | Jan 07, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 6,172,054 | 61,736 | 4.88% | 5.6% | 279 | -1,290 | -0.02% | Q4 2025 | Feb 11, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 184,061 | 61,710 | 2.49% | 2.42% | 280 | +2,196 | 1.21% | Q4 2025 | Feb 09, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 178,792 | 59,943 | 24.02% | 25.23% | 281 | +17,099 | 10.57% | Q4 2025 | Feb 17, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 178,298 | 59,777 | 9.27% | 8.6% | 282 | -6,166 | -3.34% | Q4 2025 | Feb 13, 2026 |
| Magnolia Wealth Management, LLC | History | Added to | 176,424 | 59,149 | 35.34% | 35.56% | 283 | +1,255 | 0.72% | Q4 2025 | Jan 27, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 176,127 | 59,050 | 3.76% | 3.99% | 284 | -7,031 | -3.84% | Q4 2025 | Feb 05, 2026 |
| Kearns & Associates LLC | History | Reduced | 174,771 | 58,595 | 30.27% | 30.45% | 285 | -46 | -0.03% | Q4 2025 | Jan 08, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 173,701 | 58,236 | 8.12% | 8.3% | 286 | -2,674 | -1.52% | Q4 2025 | Jan 27, 2026 |
| Manske Wealth Management | History | Added to | 173,282 | 58,096 | 17.17% | 17.38% | 287 | +597 | 0.35% | Q4 2025 | Feb 03, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 172,387 | 57,796 | 3.98% | 4.31% | 288 | -2,452 | -1.4% | Q4 2025 | Feb 02, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 170,887 | 57,293 | 0.66% | 0.66% | 289 | -2,146 | -1.24% | Q4 2025 | Jan 21, 2026 |
| Greenline Partners, LLC | History | Reduced | 170,770 | 57,254 | 6.55% | 6.83% | 290 | -434 | -0.25% | Q4 2025 | Feb 17, 2026 |
| Johnson Financial Group, LLC | History | Reduced | 169,315 | 56,766 | 3.51% | 5.42% | 291 | -11,300 | -6.26% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | New | 169,215 | 56,732 | 1.65% | — | 292 | +169,215 | New | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 169,123 | 56,701 | 0.65% | 0.84% | 293 | +20,602 | 13.87% | Q4 2025 | Jan 29, 2026 |
| Choate Investment Advisors | History | Added to | 168,906 | 56,629 | 1.11% | 0.97% | 294 | +25,549 | 17.82% | Q4 2025 | Feb 09, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 168,543 | 56,507 | 1.47% | 1.78% | 295 | -10,278 | -5.75% | Q4 2025 | Feb 02, 2026 |
| Invst, LLC | History | Added to | 167,456 | 56,142 | 6.1% | 6.17% | 296 | +2,092 | 1.27% | Q4 2025 | Feb 11, 2026 |
| BostonPremier Wealth LLC | History | Added to | 166,995 | 55,988 | 28.69% | 26.48% | 297 | +4,538 | 2.79% | Q4 2025 | Jan 13, 2026 |
| TAIYO LIFE INSURANCE CO | History | No change | 166,000 | 55,655 | 4.76% | 4.77% | 298 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 163,722 | 54,891 | 0.83% | 0.91% | 299 | -11,889 | -6.77% | Q4 2025 | Jan 22, 2026 |
| a16z Perennial Management, L.P. | History | New | 105,141 | 54,770 | 4.11% | — | 300 | +105,141 | New | Q4 2025 | Feb 10, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 162,929 | 54,625 | 2.95% | 3.05% | 301 | -1,864 | -1.13% | Q4 2025 | Jan 12, 2026 |
| Tumwater Wealth Management, LLC | History | Added to | 162,871 | 54,605 | 22.25% | 23.66% | 302 | +531 | 0.33% | Q4 2025 | Jan 29, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 161,984 | 54,308 | 15.25% | 15.75% | 303 | -702 | -0.43% | Q4 2025 | Feb 12, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 161,000 | 53,978 | 17.1% | 19.53% | 304 | -21,964 | -12.0% | Q4 2025 | Jan 28, 2026 |
| Equita Financial Network, Inc. | History | Added to | 160,138 | 53,689 | 16.18% | 16.52% | 305 | +11,197 | 7.52% | Q4 2025 | Jan 29, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 160,026 | 53,651 | 0.59% | 0.57% | 306 | +8,328 | 5.49% | Q4 2025 | Feb 12, 2026 |
| Smith & Howard Wealth Management, LLC | History | Reduced | 159,468 | 53,464 | 12.02% | 12.71% | 307 | -8,430 | -5.02% | Q4 2025 | Feb 03, 2026 |
| OPUS INVESTMENT MANAGEMENT INC | History | Added to | 158,711 | 53,211 | 32.38% | 31.98% | 308 | +1,557 | 0.99% | Q4 2025 | Feb 12, 2026 |
| REAP Financial Group, LLC | History | Added to | 158,259 | 53,059 | 10.78% | 10.38% | 309 | +12,720 | 8.74% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 157,844 | 52,920 | 0.82% | 0.84% | 310 | +2,569 | 1.65% | Q4 2025 | Feb 12, 2026 |
| Nuveen, LLC | History | Added to | 157,379 | 52,764 | 0.01% | 0.01% | 311 | +34,779 | 28.37% | Q4 2025 | Feb 12, 2026 |
| Ashford Advisors, LLC | History | Added to | 157,348 | 52,754 | 11.55% | 11.43% | 312 | +307 | 0.2% | Q4 2025 | Jan 23, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 157,268 | 52,727 | 0.69% | 0.7% | 313 | -3,900 | -2.42% | Q4 2025 | Jan 22, 2026 |
| Wrenne Financial Planning LLC | History | Added to | 156,885 | 52,598 | 21.4% | 21.27% | 314 | +5,254 | 3.46% | Q4 2025 | Feb 10, 2026 |
| Level Wealth Management LLC | History | Added to | 156,530 | 52,479 | 26.84% | 26.72% | 315 | +1,870 | 1.21% | Q4 2025 | Feb 02, 2026 |
| Family CFO Inc | History | Reduced | 155,086 | 51,995 | 23.25% | 23.48% | 316 | -302 | -0.19% | Q4 2025 | Jan 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 154,872 | 51,923 | 0.67% | 0.62% | 317 | +14,831 | 10.59% | Q4 2025 | Feb 09, 2026 |
| Aberdeen Wealth Management LLC | History | New | 154,691 | 51,863 | 24.01% | — | 318 | +154,691 | New | Q4 2025 | Feb 12, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 152,943 | 51,277 | 10.78% | 10.96% | 319 | +8,154 | 5.63% | Q4 2025 | Feb 03, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 152,799 | 51,228 | 0.74% | 0.74% | 320 | +1,554 | 1.03% | Q4 2025 | Feb 09, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 151,159 | 50,679 | 2.13% | 2.14% | 321 | -557 | -0.37% | Q4 2025 | Feb 10, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 150,646 | 50,506 | 1.42% | 1.44% | 322 | -3,960 | -2.56% | Q4 2025 | Feb 10, 2026 |
| IFG Advisory, LLC | History | Added to | 150,442 | 50,438 | 2.2% | 2.18% | 323 | +4,421 | 3.03% | Q4 2025 | Feb 10, 2026 |
| Altus Wealth Management, LLC | History | Reduced | 150,156 | 50,342 | 21.7% | 22.04% | 324 | -1,494 | -0.99% | Q4 2025 | Jan 22, 2026 |
| Parallel Advisors, LLC | History | Added to | 149,456 | 50,143 | 0.92% | 0.9% | 325 | +259 | 0.17% | Q4 2025 | Feb 11, 2026 |
| Brooklyn FI, LLC | History | Added to | 149,361 | 50,076 | 10.72% | 10.24% | 326 | +10,864 | 7.84% | Q4 2025 | Jan 21, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 147,614 | 49,490 | 7.14% | 7.03% | 327 | +1,361 | 0.93% | Q4 2025 | Feb 06, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 147,101 | 49,318 | 0.03% | 0.02% | 328 | -1,048 | -0.71% | Q4 2025 | Feb 02, 2026 |
| Tide Cove Capital Partners LLC | History | Added to | 143,404 | 49,229 | 33.98% | 34.67% | 329 | +8,219 | 6.08% | Q4 2025 | Feb 10, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 146,422 | 49,090 | 8.92% | 0.76% | 330 | +558 | 0.38% | Q4 2025 | Mar 04, 2026 |
| jvl associates llc | History | Reduced | 146,032 | 48,960 | 15.94% | 15.92% | 331 | -516 | -0.35% | Q4 2025 | Jan 09, 2026 |
| Diversified Trust Co | History | Added to | 145,901 | 48,916 | 0.9% | 0.72% | 332 | +36,003 | 32.76% | Q4 2025 | Jan 09, 2026 |
| Brookwood Investment Group LLC | History | Added to | 143,955 | 48,263 | 5.79% | 5.85% | 333 | +5,864 | 4.25% | Q4 2025 | Jan 22, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 143,911 | 48,249 | 9.99% | 10.35% | 334 | -2,006 | -1.37% | Q4 2025 | Jan 05, 2026 |
| PFG Advisors | History | Reduced | 143,238 | 48,023 | 2.33% | 1.99% | 335 | -4,698 | -3.18% | Q4 2025 | Jan 27, 2026 |
| North Star Investment Management Corp. | History | Added to | 143,019 | 47,949 | 3.01% | 3.0% | 336 | +830 | 0.58% | Q4 2025 | Jan 30, 2026 |
| Clearstead Advisors, LLC | History | Added to | 141,815 | 47,546 | 0.6% | 0.59% | 337 | +3,784 | 2.74% | Q4 2025 | Feb 09, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 141,331 | 47,384 | 6.14% | 6.31% | 338 | -248 | -0.18% | Q4 2025 | Feb 05, 2026 |
| Cypress Capital, LLC | History | Added to | 139,276 | 46,695 | 13.07% | 12.98% | 339 | +970 | 0.7% | Q4 2025 | Feb 06, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 139,239 | 46,682 | 8.95% | 9.61% | 340 | +471 | 0.34% | Q4 2025 | Jan 27, 2026 |
| Red Wave Investments LLC | History | Reduced | 139,064 | 46,624 | 13.87% | 14.06% | 341 | -571 | -0.41% | Q4 2025 | Feb 06, 2026 |
| Optas, LLC | History | Added to | 137,674 | 46,160 | 7.22% | 6.35% | 342 | +23,679 | 20.77% | Q4 2025 | Jan 27, 2026 |
| Gibson Wealth Advisors LLC | History | Added to | 136,286 | 45,692 | 31.32% | 31.25% | 343 | +2,724 | 2.04% | Q4 2025 | Jan 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 136,128 | 45,639 | 0.15% | 0.11% | 344 | +51,159 | 60.21% | Q4 2025 | Jan 15, 2026 |
| Pacific Center for Financial Services | History | No change | 138,943 | 45,596 | 11.63% | 11.63% | 345 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Balentine LLC | History | Reduced | 135,570 | 45,452 | 1.72% | 1.68% | 346 | -3,171 | -2.29% | Q4 2025 | Feb 02, 2026 |
| Briggs Wealth Management, Inc | History | New | 135,469 | 45,418 | 48.84% | — | 347 | +135,469 | New | Q4 2025 | Feb 19, 2026 |
| FRG Family Wealth Advisors LLC | History | Reduced | 135,037 | 45,273 | 7.03% | 7.33% | 348 | -3,645 | -2.63% | Q4 2025 | Jan 21, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 134,863 | 45,215 | 0.81% | 0.8% | 349 | +15,669 | 13.15% | Q4 2025 | Jan 16, 2026 |
| Michael & Susan Dell Foundation | History | New | 134,575 | 45,118 | 1.56% | — | 350 | +134,575 | New | Q4 2025 | Feb 17, 2026 |
| Verus Advisory, Inc. | History | New | 133,330 | 45,044 | 29.39% | — | 351 | +133,330 | New | Q4 2025 | Feb 20, 2026 |
| Prudent Man Advisors, LLC | History | Added to | 133,725 | 44,833 | 16.32% | 15.88% | 352 | +2,350 | 1.79% | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 133,096 | 44,623 | 2.11% | 1.91% | 353 | -605 | -0.45% | Q4 2025 | Jan 21, 2026 |
| Wick Capital Partners, LLC | History | Added to | 132,797 | 44,522 | 7.98% | 9.96% | 354 | +5,514 | 4.33% | Q4 2025 | Mar 02, 2026 |
| White Wing Wealth Management | History | Reduced | 132,176 | 44,314 | 26.45% | 29.43% | 355 | -11,745 | -8.16% | Q4 2025 | Jan 15, 2026 |
| O'Brien Wealth Partners LLC | History | Reduced | 130,797 | 43,852 | 5.8% | 5.87% | 356 | -1,174 | -0.89% | Q4 2025 | Jan 22, 2026 |
| VERITY Wealth Advisors | History | Reduced | 130,552 | 43,770 | 27.16% | 27.48% | 357 | -2,058 | -1.55% | Q4 2025 | Jan 07, 2026 |
| BCM ADVISORS, LLC | History | Added to | 128,275 | 43,685 | 8.37% | 8.51% | 358 | +3,201 | 2.56% | Q4 2025 | Jan 26, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 129,960 | 43,571 | 0.01% | 0.01% | 359 | +54,325 | 71.83% | Q4 2025 | Feb 11, 2026 |
| Mallini Complete Financial Planning LLC | History | Reduced | 129,757 | 43,503 | 34.97% | 35.07% | 360 | -1,646 | -1.25% | Q4 2025 | Jan 06, 2026 |
| Vise Technologies, Inc. | History | Added to | 128,812 | 43,186 | 0.85% | 0.48% | 361 | +89,557 | 228.14% | Q4 2025 | Feb 11, 2026 |
| Capitol Family Office, Inc. | History | Added to | 128,485 | 43,077 | 50.86% | 50.2% | 362 | +2,371 | 1.88% | Q4 2025 | Jan 26, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 128,375 | 43,040 | 5.36% | 5.51% | 363 | +1,066 | 0.84% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 128,244 | 42,996 | 0.53% | 0.53% | 364 | +3,002 | 2.4% | Q4 2025 | Jan 26, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 127,002 | 42,579 | 0.51% | 0.57% | 365 | -67,831 | -34.81% | Q4 2025 | Feb 13, 2026 |
| Lanham O'Dell & Company, Inc. | History | Added to | 126,778 | 42,504 | 12.24% | 8.42% | 366 | +46,180 | 57.3% | Q4 2025 | Jan 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 125,790 | 42,173 | 1.04% | 0.91% | 367 | +18,987 | 17.78% | Q4 2025 | Feb 09, 2026 |
| CGN Advisors LLC | History | Reduced | 125,672 | 42,134 | 3.34% | 3.41% | 368 | -675 | -0.53% | Q4 2025 | Jan 05, 2026 |
| Telos Capital Management, Inc. | History | Reduced | 124,363 | 41,695 | 3.89% | 3.95% | 369 | -1,167 | -0.93% | Q4 2025 | Jan 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 124,233 | 41,651 | 0.25% | 0.28% | 370 | +5,222 | 4.39% | Q4 2025 | Feb 17, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 124,072 | 41,597 | 16.05% | 17.41% | 371 | +5,619 | 4.74% | Q4 2025 | Jan 21, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 123,591 | 41,436 | 2.71% | 2.79% | 372 | -802 | -0.64% | Q4 2025 | Jan 23, 2026 |
| Gotham Asset Management, LLC | History | Added to | 123,463 | 41,393 | 0.15% | 0.17% | 373 | +3,505 | 2.92% | Q4 2025 | Feb 17, 2026 |
| Annex Advisory Services, LLC | History | Added to | 123,140 | 41,285 | 0.79% | 0.85% | 374 | +955 | 0.78% | Q4 2025 | Jan 26, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 122,594 | 41,102 | 12.92% | 12.97% | 375 | +3,093 | 2.59% | Q4 2025 | Feb 06, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 122,059 | 40,922 | 3.17% | 3.15% | 376 | +1,483 | 1.23% | Q4 2025 | Feb 13, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 121,510 | 40,740 | 9.29% | 8.54% | 377 | +2,153 | 1.8% | Q4 2025 | Jan 29, 2026 |
| Liberty Capital Management, Inc. | History | Reduced | 121,479 | 40,728 | 7.58% | 7.62% | 378 | -1,953 | -1.58% | Q4 2025 | Jan 26, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 121,390 | 40,698 | 0.22% | 0.27% | 379 | -47,962 | -28.32% | Q4 2025 | Jan 29, 2026 |
| BFSG, LLC | History | Added to | 121,148 | 40,617 | 3.94% | 3.64% | 380 | +6,499 | 5.67% | Q4 2025 | Jan 22, 2026 |
| Breakwater Investment Management | History | Added to | 120,412 | 40,370 | 14.61% | 14.52% | 381 | +426 | 0.36% | Q4 2025 | Feb 02, 2026 |
| Keystone Financial Group | History | Reduced | 119,761 | 40,152 | 2.97% | 3.1% | 382 | -3,824 | -3.09% | Q4 2025 | Feb 06, 2026 |
| OLIO Financial Planning | History | Reduced | 118,730 | 39,806 | 11.17% | 11.97% | 383 | -5,570 | -4.48% | Q4 2025 | Jan 21, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 118,131 | 39,605 | 11.3% | 11.83% | 384 | -747 | -0.63% | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 116,165 | 39,561 | 0.97% | 0.93% | 385 | +11,193 | 10.66% | Q4 2025 | Jan 28, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 117,904 | 39,529 | 0.06% | 0.04% | 386 | +39,810 | 50.98% | Q4 2025 | Feb 10, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | New | 117,623 | 39,435 | 31.43% | — | 387 | +117,623 | New | Q4 2025 | Feb 12, 2026 |
| RIA Advisory Group LLC | History | Added to | 117,060 | 39,246 | 9.44% | 8.34% | 388 | +17,935 | 18.09% | Q4 2025 | Feb 02, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 116,771 | 39,149 | 1.7% | 1.06% | 389 | +44,009 | 60.48% | Q4 2025 | Feb 12, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 114,798 | 38,488 | 6.96% | 6.93% | 390 | +2,584 | 2.3% | Q4 2025 | Jan 14, 2026 |
| XY Planning Network, Inc. | History | Added to | 114,709 | 38,458 | 6.7% | 7.13% | 391 | +45,798 | 66.46% | Q4 2025 | Jan 26, 2026 |
| First PREMIER Bank | History | Reduced | 114,105 | 38,256 | 8.77% | 8.9% | 392 | -5,297 | -4.44% | Q4 2025 | Jan 23, 2026 |
| M&T BANK CORP | History | Added to | 113,690 | 38,117 | 0.12% | 0.12% | 393 | +920 | 0.82% | Q4 2025 | Jan 30, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 113,493 | 38,050 | 4.56% | 4.41% | 394 | -116 | -0.1% | Q4 2025 | Feb 13, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 113,430 | 38,029 | 4.07% | 4.29% | 395 | -1,189 | -1.04% | Q4 2025 | Jan 08, 2026 |
| One Degree Advisors Inc | History | Reduced | 111,870 | 37,506 | 10.31% | 12.47% | 396 | -12,049 | -9.72% | Q4 2025 | Feb 06, 2026 |
| BWM Planning, LLC | History | Added to | 110,860 | 37,168 | 9.93% | 9.76% | 397 | +10,895 | 10.9% | Q4 2025 | Jan 14, 2026 |
| GenTrust, LLC | History | Reduced | 110,182 | 36,940 | 1.59% | 1.68% | 398 | -2,344 | -2.08% | Q4 2025 | Feb 02, 2026 |
| My Personal CFO, LLC | History | Added to | 109,733 | 36,790 | 15.35% | 9.9% | 399 | +31,867 | 40.93% | Q4 2025 | Jan 15, 2026 |
| Manuka Financial, LLC | History | Added to | 109,718 | 36,784 | 22.84% | 21.87% | 400 | +1,850 | 1.72% | Q4 2025 | Jan 28, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 109,209 | 36,614 | 13.2% | 13.34% | 401 | -3,108 | -2.77% | Q4 2025 | Feb 09, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 108,792 | 36,474 | 0.07% | 134.4% | 402 | +20,580 | 23.33% | Q4 2025 | Feb 17, 2026 |
| Integris Wealth Management, LLC | History | Added to | 108,525 | 36,385 | 8.28% | 8.26% | 403 | +5,077 | 4.91% | Q4 2025 | Jan 21, 2026 |
| Smithfield Trust Co | History | Added to | 107,913 | 36,174 | 1.6% | 1.58% | 404 | +29 | 0.03% | Q4 2025 | Feb 09, 2026 |
| Atria Investments, Inc | History | Reduced | 107,823 | 36,149 | 0.41% | 0.42% | 405 | -3,106 | -2.8% | Q4 2025 | Feb 05, 2026 |
| Roundview Capital LLC | History | Added to | 107,735 | 36,120 | 2.22% | 2.21% | 406 | +1,248 | 1.17% | Q4 2025 | Feb 09, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 107,376 | 36,000 | 5.14% | 5.52% | 407 | -4,502 | -4.02% | Q4 2025 | Jan 27, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 107,374 | 35,999 | 6.82% | 7.16% | 408 | +1,864 | 1.77% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 107,020 | 35,880 | 0.73% | 0.78% | 409 | +1,648 | 1.56% | Q4 2025 | Feb 09, 2026 |
| BBR PARTNERS, LLC | History | Added to | 106,707 | 35,775 | 1.92% | 2.02% | 410 | +13 | 0.01% | Q4 2025 | Feb 11, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 106,195 | 35,604 | 4.13% | 5.41% | 411 | +10,204 | 10.63% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 104,884 | 35,164 | 0.46% | 0.45% | 412 | +9,576 | 10.05% | Q4 2025 | Feb 10, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 104,380 | 34,995 | 1.12% | 1.15% | 413 | -4,002 | -3.69% | Q4 2025 | Feb 13, 2026 |
| LM Advisors LLC | History | Reduced | 11,707 | 34,918 | 0.63% | 1.65% | 414 | -23,211 | -66.47% | Q4 2025 | Feb 13, 2026 |
| Skyline Advisors, Inc. | History | Added to | 103,813 | 34,805 | 11.62% | 11.6% | 415 | +1,206 | 1.18% | Q4 2025 | Jan 12, 2026 |
| Pacific Park Financial, Inc. | History | New | 103,661 | 34,754 | 21.7% | — | 416 | +103,661 | New | Q4 2025 | Jan 30, 2026 |
| Axos Invest Inc. | History | Reduced | 103,355 | 34,651 | 25.47% | 35.22% | 417 | -39,930 | -27.87% | Q4 2025 | Jan 23, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 102,654 | 34,416 | 3.99% | 4.93% | 418 | -14,517 | -12.39% | Q4 2025 | Feb 13, 2026 |
| Chandler Asset Management, Inc. | History | Reduced | 102,635 | 34,410 | 5.45% | 5.66% | 419 | -2,500 | -2.38% | Q4 2025 | Feb 13, 2026 |
| David Kennon Inc | History | Reduced | 102,338 | 34,310 | 12.19% | 12.19% | 420 | -857 | -0.83% | Q4 2025 | Jan 26, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 102,319 | 34,304 | 0.6% | 0.65% | 421 | +16,612 | 19.38% | Q4 2025 | Feb 09, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | Reduced | 101,350 | 33,979 | 19.01% | 19.91% | 422 | -1,062 | -1.04% | Q4 2025 | Mar 05, 2026 |
| Jacobi Capital Management LLC | History | Added to | 100,779 | 33,788 | 1.96% | 1.97% | 423 | +2,376 | 2.41% | Q4 2025 | Feb 13, 2026 |
| Blankinship & Foster, LLC | History | Reduced | 100,740 | 33,775 | 7.3% | 7.41% | 424 | -2,537 | -2.46% | Q4 2025 | Jan 23, 2026 |
| SENTINEL TRUST CO LBA | History | Added to | 100,729 | 33,771 | 3.33% | 3.25% | 425 | +3,542 | 3.64% | Q4 2025 | Jan 29, 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | History | Added to | 100,428 | 33,670 | 18.54% | 18.34% | 426 | +382 | 0.38% | Q4 2025 | Jan 22, 2026 |
| Beacon Financial Strategies CORP | History | Reduced | 100,140 | 33,574 | 18.74% | 19.4% | 427 | -62 | -0.06% | Q4 2025 | Jan 12, 2026 |
| Clarity Wealth Advisors, LLC | History | Added to | 99,904 | 33,494 | 6.83% | 7.15% | 428 | +1,097 | 1.11% | Q4 2025 | Jan 23, 2026 |
| World Investment Advisors | History | Added to | 99,246 | 33,274 | 0.54% | 0.45% | 429 | +32,601 | 48.92% | Q4 2025 | Mar 12, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 98,661 | 33,078 | 1.19% | 1.15% | 430 | +4,082 | 4.32% | Q4 2025 | Jan 07, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 97,650 | 32,739 | 0.58% | 0.75% | 431 | -4,799 | -4.68% | Q4 2025 | Feb 06, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 97,597 | 32,721 | 11.87% | 9.9% | 432 | +19,731 | 25.34% | Q4 2025 | Jan 15, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 97,509 | 32,691 | 2.07% | 2.06% | 433 | -512 | -0.52% | Q4 2025 | Jan 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 96,334 | 32,297 | 0.63% | 0.6% | 434 | +19,828 | 25.92% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 95,865 | 32,140 | 1.64% | 1.92% | 435 | +1,136 | 1.2% | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 95,759 | 32,105 | 1.18% | 1.23% | 436 | +974 | 1.03% | Q4 2025 | Feb 06, 2026 |
| AlphaCore Capital LLC | History | Added to | 95,575 | 32,043 | 0.71% | 0.82% | 437 | +21,350 | 28.76% | Q4 2025 | Feb 05, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 94,748 | 31,766 | 4.34% | 4.23% | 438 | +3,727 | 4.09% | Q4 2025 | Jan 23, 2026 |
| ASPIRIANT, LLC | History | Reduced | 94,392 | 31,646 | 0.91% | 0.96% | 439 | -1,214 | -1.27% | Q4 2025 | Jan 20, 2026 |
| Karpus Management, Inc. | History | Reduced | 94,356 | 31,634 | 0.97% | 1.39% | 440 | -39,496 | -29.51% | Q4 2025 | Feb 17, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 94,098 | 31,548 | 3.49% | 3.44% | 441 | +1,458 | 1.57% | Q4 2025 | Jan 12, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 92,494 | 31,536 | 0.72% | 0.76% | 442 | +565 | 0.61% | Q4 2025 | Feb 09, 2026 |
| Midwest Trust Co | History | Added to | 94,012 | 31,519 | 0.39% | 0.39% | 443 | +2,176 | 2.37% | Q4 2025 | Feb 04, 2026 |
| Clark Asset Management, LLC | History | Added to | 93,891 | 31,478 | 3.27% | 2.04% | 444 | +40,498 | 75.85% | Q4 2025 | Jan 27, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Added to | 93,827 | 31,457 | 3.5% | 3.38% | 445 | +1,293 | 1.4% | Q4 2025 | Feb 17, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 93,710 | 31,418 | 10.48% | 10.25% | 446 | +2,610 | 2.86% | Q4 2025 | Jan 28, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 93,448 | 31,330 | 2.12% | 2.06% | 447 | +2,736 | 3.02% | Q4 2025 | Feb 10, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 93,385 | 31,309 | 1.96% | 1.99% | 448 | +1,622 | 1.77% | Q4 2025 | Jan 21, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 93,095 | 31,212 | 8.05% | 8.26% | 449 | -2,138 | -2.25% | Q4 2025 | Jan 23, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 92,175 | 30,903 | 3.58% | 3.6% | 450 | -2,191 | -2.32% | Q4 2025 | Jan 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 91,664 | 30,732 | 0.8% | 0.79% | 451 | +1,996 | 2.23% | Q4 2025 | Jan 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 91,077 | 30,535 | 0.11% | 0.1% | 452 | +1,352 | 1.51% | Q4 2025 | Jan 30, 2026 |
| MAYPORT, LLC | History | Added to | 90,787 | 30,438 | 6.13% | 5.99% | 453 | +6,516 | 7.73% | Q4 2025 | Jan 21, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 90,206 | 30,243 | 3.41% | 3.87% | 454 | -14,282 | -13.67% | Q4 2025 | Jan 21, 2026 |
| Roger Wittlin Investment Advisory, LLC | History | Reduced | 89,999 | 30,174 | 21.1% | 20.32% | 455 | -21,384 | -19.2% | Q4 2025 | Jan 20, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 89,787 | 30,102 | 0.01% | 0.0% | 456 | +3,730 | 4.33% | Q4 2025 | Feb 17, 2026 |
| Prospera Financial Services Inc | History | Added to | 89,650 | 30,069 | 0.49% | 0.48% | 457 | +3,703 | 4.31% | Q4 2025 | Feb 09, 2026 |
| Mutual Advisors, LLC | History | Added to | 89,637 | 30,052 | 0.64% | 0.63% | 458 | +3,045 | 3.52% | Q4 2025 | Feb 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 89,147 | 29,888 | 0.16% | 0.15% | 459 | +10,095 | 12.77% | Q4 2025 | Feb 11, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 88,325 | 29,612 | 3.19% | 3.6% | 460 | -9,989 | -10.16% | Q4 2025 | Jan 28, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 87,795 | 29,526 | 0.05% | 0.05% | 461 | -2,665 | -2.95% | Q4 2025 | Jan 15, 2026 |
| Amicus Financial Advisors, LLC | History | New | 88,046 | 29,519 | 8.23% | — | 462 | +88,046 | New | Q4 2025 | Mar 02, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 87,962 | 29,491 | 0.51% | 0.34% | 463 | +38,978 | 79.57% | Q4 2025 | Feb 19, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 87,617 | 29,375 | 2.73% | 2.72% | 464 | +471 | 0.54% | Q4 2025 | Feb 11, 2026 |
| Principle Wealth Partners LLC | History | Added to | 87,327 | 29,278 | 1.65% | 1.6% | 465 | +3,226 | 3.84% | Q4 2025 | Feb 06, 2026 |
| WASHINGTON CAPITAL MANAGEMENT, INC | History | Added to | 86,796 | 29,100 | 23.62% | 19.34% | 466 | +4,213 | 5.1% | Q4 2025 | Jan 29, 2026 |
| LJI Wealth Management, LLC | History | Added to | 86,323 | 28,941 | 4.41% | 4.8% | 467 | +2,580 | 3.08% | Q4 2025 | Feb 03, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 86,161 | 28,887 | 20.44% | 20.88% | 468 | +1,973 | 2.34% | Q4 2025 | Jan 23, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 83,828 | 28,718 | 0.94% | 0.96% | 469 | -1,172 | -1.38% | Q4 2025 | Feb 13, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 85,598 | 28,698 | 5.52% | 5.63% | 470 | -2,875 | -3.25% | Q4 2025 | Feb 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 85,534 | 28,677 | 0.55% | 0.62% | 471 | -8,209 | -8.76% | Q4 2025 | Feb 12, 2026 |
| Cooke Wealth Management, LLC | History | New | 84,006 | 28,646 | 25.01% | — | 472 | +84,006 | New | Q4 2025 | Jan 21, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 85,361 | 28,619 | 8.21% | 8.68% | 473 | -2,510 | -2.86% | Q4 2025 | Jan 27, 2026 |
| Trellis Wealth Advisors LLC | History | Reduced | 85,063 | 28,519 | 11.15% | 11.41% | 474 | -354 | -0.41% | Q4 2025 | Jan 26, 2026 |
| Altiora Financial Group, LLC | History | Added to | 84,947 | 28,480 | 4.91% | 4.85% | 475 | +4,178 | 5.17% | Q4 2025 | Feb 12, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | Reduced | 84,653 | 28,381 | 10.52% | 11.11% | 476 | -3,617 | -4.1% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 84,540 | 28,339 | 0.03% | 0.0% | 477 | +76,606 | 965.54% | Q4 2025 | Feb 17, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Reduced | 84,179 | 28,222 | 7.76% | 7.91% | 478 | -84 | -0.1% | Q4 2025 | Jan 23, 2026 |
| VestGen Advisors, LLC | History | Reduced | 83,680 | 28,055 | 1.19% | 5.67% | 479 | -435,207 | -83.87% | Q4 2025 | Feb 17, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 83,258 | 27,913 | 5.41% | 5.31% | 480 | +2,116 | 2.61% | Q4 2025 | Feb 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 83,144 | 27,875 | 0.47% | 0.37% | 481 | +20,593 | 32.92% | Q4 2025 | Feb 17, 2026 |
| Safe Harbor Family Capital, LLC | History | New | 82,597 | 27,692 | 24.33% | — | 482 | +82,597 | New | Q4 2025 | Jan 30, 2026 |
| MRWM Advisors, LLC | History | Added to | 82,190 | 27,555 | 14.79% | 14.63% | 483 | +3,903 | 4.99% | Q4 2025 | Jan 26, 2026 |
| Proficio Capital Partners LLC | History | Added to | 81,262 | 27,244 | 1.91% | 1.33% | 484 | +22,040 | 37.22% | Q4 2025 | Feb 12, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 81,207 | 27,226 | 4.23% | 3.83% | 485 | +1,687 | 2.12% | Q4 2025 | Feb 04, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 81,163 | 27,211 | 5.71% | 5.89% | 486 | -307 | -0.38% | Q4 2025 | Jan 07, 2026 |
| Latigo Investments, LLC | History | No change | 80,845 | 27,104 | 13.34% | 13.37% | 487 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Architects, LLC | History | Reduced | 80,806 | 27,091 | 14.57% | 15.36% | 488 | -1,517 | -1.84% | Q4 2025 | Jan 21, 2026 |
| Carter Financial, LLC | History | New | 80,598 | 27,021 | 23.84% | — | 489 | +80,598 | New | Q4 2025 | Mar 17, 2026 |
| Compound Planning, Inc. | History | Added to | 80,576 | 27,014 | 0.79% | 0.84% | 490 | +1,772 | 2.25% | Q4 2025 | Feb 19, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 80,459 | 26,975 | 0.48% | 0.58% | 491 | -8,307 | -9.36% | Q4 2025 | Jan 16, 2026 |
| Cordant, Inc. | History | Added to | 80,282 | 26,916 | 11.29% | 11.7% | 492 | +1,309 | 1.66% | Q4 2025 | Jan 12, 2026 |
| SVRN Asset Management, LLC | History | New | 79,638 | 26,700 | 21.99% | — | 493 | +79,638 | New | Q4 2025 | Feb 13, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 79,431 | 26,630 | 4.19% | 4.56% | 494 | -4,955 | -5.87% | Q4 2025 | Jan 14, 2026 |
| Pine Ridge Advisers LLC | History | Reduced | 79,379 | 26,613 | 1.59% | 2.17% | 495 | -31,463 | -28.39% | Q4 2025 | Feb 17, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 78,730 | 26,395 | 5.93% | 0.1% | 496 | +77,388 | 5766.62% | Q4 2025 | Jan 21, 2026 |
| Firestone Capital Management | History | Reduced | 77,577 | 26,009 | 5.52% | 5.51% | 497 | -81 | -0.1% | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 77,046 | 25,831 | 1.38% | 1.37% | 498 | +3,081 | 4.17% | Q4 2025 | Jan 20, 2026 |
| Continuum Advisory, LLC | History | Reduced | 77,036 | 25,827 | 2.59% | 2.75% | 499 | -2,220 | -2.8% | Q4 2025 | Feb 11, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 76,302 | 25,778 | 0.36% | 0.17% | 500 | +41,851 | 121.48% | Q4 2025 | Feb 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 76,734 | 25,726 | 0.32% | 0.32% | 501 | +2,308 | 3.1% | Q4 2025 | Jan 29, 2026 |
| Gordian Advisors LLC | History | Reduced | 75,944 | 25,461 | 16.87% | 17.12% | 502 | -1,697 | -2.19% | Q4 2025 | Feb 09, 2026 |
| Vernal Point Advisors, LLC | History | Added to | 75,916 | 25,452 | 10.5% | 10.33% | 503 | +3,107 | 4.27% | Q4 2025 | Feb 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 75,905 | 25,448 | 1.71% | 1.76% | 504 | -1,945 | -2.5% | Q4 2025 | Jan 08, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 74,199 | 25,395 | 5.69% | 6.06% | 505 | -1,029 | -1.37% | Q4 2025 | Jan 14, 2026 |
| GREENWOOD GEARHART INC | History | Reduced | 75,278 | 25,238 | 1.39% | 1.46% | 506 | -1,775 | -2.3% | Q4 2025 | Feb 04, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 74,924 | 25,123 | 4.36% | 4.23% | 508 | -1,423 | -1.86% | Q4 2025 | Feb 17, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 74,936 | 25,123 | 5.33% | 5.23% | 507 | +720 | 0.97% | Q4 2025 | Jan 27, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 74,720 | 25,051 | 1.09% | 1.11% | 509 | -268 | -0.36% | Q4 2025 | Jan 29, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 73,864 | 24,767 | 9.06% | 8.82% | 510 | +3,838 | 5.48% | Q4 2025 | Feb 06, 2026 |
| REDW Wealth LLC | History | Reduced | 73,652 | 24,693 | 9.41% | 9.44% | 511 | -2,437 | -3.2% | Q4 2025 | Jan 28, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 73,273 | 24,566 | 0.43% | 0.41% | 512 | +3,496 | 5.01% | Q4 2025 | Jan 22, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 73,196 | 24,540 | 0.85% | 0.86% | 513 | +55 | 0.08% | Q4 2025 | Feb 12, 2026 |
| Sound Portfolio Advisors, LLC | History | New | 72,864 | 24,429 | 20.52% | — | 514 | +72,864 | New | Q4 2025 | Feb 05, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 71,260 | 24,238 | 14.55% | 14.94% | 515 | +1,484 | 2.13% | Q4 2025 | Jan 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 72,135 | 24,184 | 0.15% | 0.14% | 516 | +4,600 | 6.81% | Q4 2025 | Feb 09, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 72,119 | 24,179 | 2.43% | 2.41% | 517 | +1,790 | 2.55% | Q4 2025 | Jan 27, 2026 |
| Seneschal Advisors, LLC | History | Reduced | 71,773 | 24,063 | 17.72% | 17.46% | 518 | -1,525 | -2.08% | Q4 2025 | Feb 13, 2026 |
| Clarity Wealth Development LLC | History | Added to | 71,315 | 23,909 | 20.23% | 20.52% | 519 | +4,038 | 6.0% | Q4 2025 | Feb 11, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 71,271 | 23,895 | 15.95% | 15.62% | 520 | -619 | -0.86% | Q4 2025 | Jan 22, 2026 |
| HT Partners LLC | History | Reduced | 71,131 | 23,848 | 7.09% | 7.15% | 521 | -101 | -0.14% | Q4 2025 | Jan 21, 2026 |
| Cornerstone National Bank & Trust Co | History | Added to | 71,029 | 23,813 | 9.5% | 9.33% | 522 | +1,326 | 1.9% | Q4 2025 | Jan 29, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 70,865 | 23,758 | 0.49% | 0.47% | 523 | -8,398 | -10.6% | Q4 2025 | Feb 05, 2026 |
| Reality Financial Planning Services, LLC | History | New | 70,679 | 23,696 | 22.69% | — | 524 | +70,679 | New | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 94,342 | 23,651 | 0.57% | 0.76% | 525 | -26,565 | -21.97% | Q4 2025 | Feb 11, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 70,395 | 23,601 | 11.06% | 10.53% | 526 | +573 | 0.82% | Q4 2025 | Jan 14, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 70,331 | 23,579 | 2.12% | — | 527 | +70,331 | New | Q4 2025 | Feb 13, 2026 |
| Cannon Financial Strategists, Inc. | History | Reduced | 70,083 | 23,496 | 3.27% | 3.31% | 528 | -464 | -0.66% | Q4 2025 | Feb 04, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 69,982 | 23,462 | 0.19% | 0.19% | 529 | -353 | -0.5% | Q4 2025 | Feb 13, 2026 |
| Dakota Wealth Management | History | Added to | 69,850 | 23,418 | 0.42% | 0.36% | 530 | +16,066 | 29.87% | Q4 2025 | Jan 13, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 69,554 | 23,319 | 13.22% | 13.42% | 531 | +1,409 | 2.07% | Q4 2025 | Jan 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 69,522 | 23,308 | 0.57% | 0.57% | 532 | +814 | 1.18% | Q4 2025 | Jan 28, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 69,310 | 23,237 | 2.16% | 2.34% | 533 | -2,942 | -4.07% | Q4 2025 | Feb 04, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 69,000 | 23,133 | 3.97% | 3.56% | 534 | +1,827 | 2.72% | Q4 2025 | Feb 13, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 68,714 | 23,037 | 0.47% | 0.48% | 535 | -1,948 | -2.76% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 68,660 | 23,019 | 0.04% | 0.0% | 536 | +59,660 | 662.89% | Q4 2025 | Feb 12, 2026 |
| Aspect Partners, LLC | History | Added to | 68,565 | 22,987 | 10.06% | 9.19% | 537 | +6,892 | 11.18% | Q4 2025 | Jan 23, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 68,273 | 22,889 | 0.84% | 0.84% | 538 | +7,531 | 12.4% | Q4 2025 | Feb 13, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Reduced | 68,140 | 22,845 | 2.99% | 3.24% | 539 | -7,465 | -9.87% | Q4 2025 | Feb 17, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 67,359 | 22,583 | 0.55% | 0.13% | 540 | +52,371 | 349.42% | Q4 2025 | Jan 29, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 67,133 | 22,507 | 9.44% | 9.78% | 541 | +380 | 0.57% | Q4 2025 | Feb 03, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 66,560 | 22,315 | 4.88% | 5.0% | 542 | -1,532 | -2.25% | Q4 2025 | Jan 20, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 66,436 | 22,274 | 0.66% | 0.68% | 543 | -1,026 | -1.52% | Q4 2025 | Jan 23, 2026 |
| BURRUS FINANCIAL SERVICES, INC. | History | Added to | 130,722 | 22,202 | 12.62% | 13.75% | 544 | +39,387 | 43.12% | Q4 2025 | Jan 30, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 66,149 | 22,177 | 1.17% | 1.13% | 545 | +966 | 1.48% | Q4 2025 | Feb 11, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 65,957 | 22,113 | 18.06% | 20.41% | 546 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ArchPoint Investors | History | No change | 65,721 | 22,034 | 5.23% | 5.93% | 547 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 65,605 | 21,995 | 0.72% | — | 548 | +65,605 | New | Q4 2025 | Feb 13, 2026 |
| Industrial Alliance Investment Management Inc. | History | Reduced | 65,416 | 21,932 | 12.45% | 13.1% | 549 | -723 | -1.09% | Q4 2025 | Feb 05, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 64,764 | 21,715 | 0.24% | 0.25% | 550 | -3,061 | -4.51% | Q4 2025 | Feb 02, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 64,097 | 21,489 | 12.96% | 11.79% | 551 | +5,201 | 8.83% | Q4 2025 | Feb 10, 2026 |
| Parisi Gray Wealth Management | History | Added to | 63,814 | 21,394 | 4.86% | 5.45% | 552 | +2 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 63,457 | 21,275 | 0.43% | 0.45% | 553 | +3,675 | 6.15% | Q4 2025 | Feb 03, 2026 |
| Addis & Hill, Inc | History | Reduced | 63,402 | 21,256 | 12.88% | 13.34% | 554 | -3,016 | -4.54% | Q4 2025 | Jan 06, 2026 |
| Monument Group Wealth Advisors, LLC | History | Reduced | 63,317 | 21,228 | 11.57% | 12.4% | 555 | -847 | -1.32% | Q4 2025 | Jan 15, 2026 |
| Compass Advisory Group LLC | History | Added to | 63,192 | 21,186 | 5.72% | 5.81% | 556 | +313 | 0.5% | Q4 2025 | Jan 21, 2026 |
| Essential Planning, LLC. | History | Added to | 63,036 | 21,134 | 6.74% | 6.53% | 557 | +5,240 | 9.07% | Q4 2025 | Jan 15, 2026 |
| WealthCollab, LLC | History | Added to | 62,989 | 21,118 | 8.64% | 8.87% | 558 | +4,048 | 6.87% | Q4 2025 | Jan 27, 2026 |
| Independence Bank of Kentucky | History | No change | 62,744 | 21,036 | 2.62% | 2.65% | 559 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Lexington Hill Partners, LLC | History | New | 62,738 | 21,034 | 15.82% | — | 560 | +62,738 | New | Q4 2025 | Feb 19, 2026 |
| NBT BANK N A /NY | History | Added to | 10,266 | 20,808 | 1.34% | 1.21% | 561 | +5,635 | 121.68% | Q4 2025 | Jan 23, 2026 |
| CX Institutional | History | Added to | 61,923 | 20,761 | 0.62% | 0.43% | 562 | +18,558 | 42.79% | Q4 2025 | Feb 02, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 61,324 | 20,718 | 0.27% | 0.23% | 563 | +6,763 | 12.4% | Q4 2025 | Feb 03, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 61,717 | 20,691 | 0.24% | 0.24% | 564 | -2,489 | -3.88% | Q4 2025 | Feb 13, 2026 |
| Callan Family Office, LLC | History | Added to | 61,655 | 20,671 | 0.44% | 0.6% | 565 | +4,755 | 8.36% | Q4 2025 | Feb 12, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 61,638 | 20,665 | 0.36% | 0.69% | 566 | -90,164 | -59.4% | Q4 2025 | Feb 17, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 61,562 | 20,640 | 1.22% | 1.1% | 567 | +7,025 | 12.88% | Q4 2025 | Feb 10, 2026 |
| FineMark National Bank & Trust | History | Added to | 61,524 | 20,627 | 0.64% | 0.66% | 568 | +372 | 0.61% | Q4 2025 | Feb 12, 2026 |
| Stokes Family Office, LLC | History | Reduced | 61,523 | 20,626 | 1.89% | 1.97% | 569 | -1,610 | -2.55% | Q4 2025 | Feb 18, 2026 |
| Glenview Trust Co | History | Added to | 61,319 | 20,558 | 0.32% | 0.31% | 570 | +2,389 | 4.05% | Q4 2025 | Feb 09, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 60,890 | 20,414 | 0.62% | 0.65% | 571 | -91 | -0.15% | Q4 2025 | Feb 13, 2026 |
| Plotkin Financial Advisors, LLC | History | Added to | 60,755 | 20,369 | 9.94% | 9.47% | 572 | +2,410 | 4.13% | Q4 2025 | Feb 19, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 60,748 | 20,367 | 15.13% | — | 573 | +60,748 | New | Q4 2025 | Feb 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 60,509 | 20,349 | 0.04% | 0.02% | 574 | +36,627 | 153.37% | Q4 2025 | Feb 05, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 60,528 | 20,293 | 1.03% | 1.08% | 575 | -3,029 | -4.77% | Q4 2025 | Feb 03, 2026 |
| BFI Infinity Ltd. | History | Added to | 60,147 | 20,165 | 12.55% | 12.58% | 576 | +2,076 | 3.57% | Q4 2025 | Jan 14, 2026 |
| Trace Wealth Advisors, LLC | History | Reduced | 59,859 | 20,068 | 14.5% | 14.74% | 577 | -210 | -0.35% | Q4 2025 | Feb 12, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 59,845 | 20,064 | 3.41% | 3.04% | 578 | -35 | -0.06% | Q4 2025 | Jan 29, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 59,719 | 20,022 | 0.75% | 1.38% | 579 | -4,463 | -6.95% | Q4 2025 | Feb 04, 2026 |
| URS Advisory LLC | History | New | 59,695 | 20,013 | 16.63% | — | 580 | +59,695 | New | Q4 2025 | Feb 17, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 59,669 | 20,005 | 4.21% | 4.47% | 581 | +7,565 | 14.52% | Q4 2025 | Feb 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 59,140 | 19,980 | 1.35% | 1.43% | 582 | +820 | 1.41% | Q4 2025 | Jan 15, 2026 |
| 5th Street Advisors, LLC | History | Reduced | 59,463 | 19,935 | 9.31% | 9.94% | 583 | -1,704 | -2.79% | Q4 2025 | Jan 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 59,183 | 19,842 | 0.96% | 0.43% | 584 | +37,467 | 172.53% | Q4 2025 | Jan 28, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 59,151 | 19,831 | 2.21% | 2.24% | 585 | +1,353 | 2.34% | Q4 2025 | Feb 13, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 58,931 | 19,757 | 0.31% | 0.32% | 586 | +216 | 0.37% | Q4 2025 | Feb 11, 2026 |
| Portland Global Advisors LLC | History | Added to | 58,869 | 19,737 | 2.12% | 2.02% | 587 | +3,678 | 6.66% | Q4 2025 | Feb 10, 2026 |
| StoneX Group Inc. | History | Added to | 58,818 | 19,727 | 0.86% | 0.81% | 588 | +2,398 | 4.25% | Q4 2025 | Feb 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 58,772 | 19,704 | 0.91% | 0.78% | 589 | +13,556 | 29.98% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 58,644 | 19,661 | 1.34% | 1.3% | 590 | +50 | 0.09% | Q4 2025 | Jan 26, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Added to | 58,519 | 19,620 | 7.61% | 6.97% | 591 | +1 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 58,381 | 19,573 | 0.47% | 0.43% | 592 | +5,074 | 9.52% | Q4 2025 | Feb 13, 2026 |
| Fairway Financial, LLC | History | Added to | 58,322 | 19,553 | 14.76% | 14.87% | 593 | +855 | 1.49% | Q4 2025 | Feb 04, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 66,426 | 19,544 | 11.66% | 11.88% | 594 | +5,837 | 9.63% | Q4 2025 | Jan 13, 2026 |
| Forum Financial Management, LP | History | Added to | 58,057 | 19,464 | 0.25% | 0.1% | 595 | +36,626 | 170.9% | Q4 2025 | Jan 27, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 57,896 | 19,411 | 3.11% | 3.07% | 596 | -580 | -0.99% | Q4 2025 | Jan 23, 2026 |
| Applied Capital LLC | History | Added to | 57,706 | 19,347 | 7.45% | 7.61% | 597 | +146 | 0.25% | Q4 2025 | Jan 16, 2026 |
| Ridge Creek Global, Inc | History | New | 57,410 | 19,248 | 16.15% | — | 598 | +57,410 | New | Q4 2025 | Feb 13, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | New | 57,258 | 19,196 | 18.01% | — | 599 | +57,258 | New | Q4 2025 | Feb 02, 2026 |
| VVR Holdings LLC | History | New | 56,944 | 19,091 | 9.92% | — | 600 | +56,944 | New | Q4 2025 | Feb 11, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 56,910 | 19,080 | 0.18% | 0.17% | 601 | +2,075 | 3.78% | Q4 2025 | Feb 05, 2026 |
| WASHINGTON TRUST Co | History | Added to | 56,869 | 19,066 | 0.62% | 0.61% | 602 | +62 | 0.11% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | Added to | 56,476 | 18,934 | 0.29% | 0.29% | 603 | +1,069 | 1.93% | Q4 2025 | Jan 20, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 56,306 | 18,877 | 1.04% | 1.1% | 604 | +1,712 | 3.14% | Q4 2025 | Feb 17, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Reduced | 56,289 | 18,872 | 6.39% | 6.66% | 605 | -416 | -0.73% | Q4 2025 | Jan 20, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 56,214 | 18,846 | 0.71% | 0.7% | 606 | -183 | -0.32% | Q4 2025 | Feb 12, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 56,172 | 18,832 | 8.91% | 8.96% | 607 | +68 | 0.12% | Q4 2025 | Jan 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 56,106 | 18,810 | 0.6% | 0.56% | 608 | -3,045 | -5.15% | Q4 2025 | Jan 09, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 56,067 | 18,797 | 10.32% | 10.57% | 609 | -400 | -0.71% | Q4 2025 | Jan 08, 2026 |
| SageView Advisory Group, LLC | History | Added to | 55,999 | 18,774 | 0.63% | 0.63% | 610 | +82 | 0.15% | Q4 2025 | Feb 17, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Added to | 55,290 | 18,536 | 2.65% | 2.52% | 611 | +5,916 | 11.98% | Q4 2025 | Jan 27, 2026 |
| Coastline Trust Co | History | Reduced | 54,834 | 18,384 | 1.73% | 1.97% | 612 | -1,235 | -2.2% | Q4 2025 | Jan 05, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 54,822 | 18,380 | 3.4% | 3.58% | 613 | -633 | -1.14% | Q4 2025 | Jan 14, 2026 |
| AE Wealth Management LLC | History | Added to | 54,731 | 18,350 | 0.11% | 0.09% | 614 | +9,626 | 21.34% | Q4 2025 | Jan 26, 2026 |
| Comprehensive Financial Management LLC | History | Added to | 54,691 | 18,336 | 0.55% | 0.23% | 615 | +29,616 | 118.11% | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Added to | 54,687 | 18,335 | 0.21% | 0.19% | 616 | +6,360 | 13.16% | Q4 2025 | Jan 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 54,563 | 18,293 | 0.64% | 0.66% | 617 | +2,402 | 4.6% | Q4 2025 | Feb 04, 2026 |
| Prosperity Advisers, LLC | History | New | 54,526 | 18,281 | 15.09% | — | 618 | +54,526 | New | Q4 2025 | Jan 23, 2026 |
| IHT Wealth Management, LLC | History | Added to | 54,388 | 18,234 | 0.44% | 0.44% | 619 | +1,537 | 2.91% | Q4 2025 | Feb 17, 2026 |
| Advisor OS, LLC | History | Reduced | 54,168 | 18,161 | 1.46% | 1.59% | 620 | -1,972 | -3.51% | Q4 2025 | Feb 04, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 54,065 | 18,126 | 0.94% | 1.03% | 621 | -2,797 | -4.92% | Q4 2025 | Feb 05, 2026 |
| MontVue Capital Management, Inc. | History | Reduced | 54,064 | 18,125 | 12.06% | 11.99% | 622 | -433 | -0.79% | Q4 2025 | Jan 27, 2026 |
| IFP Advisors, Inc | History | Added to | 54,036 | 18,116 | 0.41% | 0.29% | 623 | +19,766 | 57.68% | Q4 2025 | Feb 06, 2026 |
| BOKF, NA | History | Added to | 53,933 | 18,082 | 0.28% | 0.25% | 624 | +3,768 | 7.51% | Q4 2025 | Feb 03, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Reduced | 53,888 | 18,067 | 1.11% | 1.19% | 625 | -1,251 | -2.27% | Q4 2025 | Feb 12, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 53,625 | 17,978 | 0.99% | 1.06% | 626 | -396 | -0.73% | Q4 2025 | Feb 02, 2026 |
| Integrated Advisors Network LLC | History | Added to | 53,389 | 17,899 | 0.79% | 0.67% | 627 | +4,846 | 9.98% | Q4 2025 | Feb 17, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Reduced | 53,109 | 17,805 | 11.69% | 11.57% | 628 | -517 | -0.96% | Q4 2025 | Feb 05, 2026 |
| TSFG, LLC | History | Reduced | 52,879 | 17,729 | 2.65% | 3.2% | 629 | -8,514 | -13.87% | Q4 2025 | Feb 04, 2026 |
| Fullerton Advisors, LLC | History | New | 52,809 | 17,705 | 17.68% | — | 630 | +52,809 | New | Q4 2025 | Feb 02, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 52,630 | 17,645 | 3.0% | 2.98% | 631 | +2,002 | 3.95% | Q4 2025 | Feb 02, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 52,568 | 17,624 | 3.1% | 3.33% | 632 | -327 | -0.62% | Q4 2025 | Jan 21, 2026 |
| Avion Wealth | History | Reduced | 52,512 | 17,605 | 3.69% | 3.77% | 633 | -1,062 | -1.98% | Q4 2025 | Jan 23, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 52,386 | 17,563 | 3.09% | 3.15% | 634 | -1,478 | -2.74% | Q4 2025 | Feb 03, 2026 |
| Legacy Financial Strategies, LLC | History | Reduced | 52,178 | 17,493 | 3.1% | 3.41% | 635 | -5,290 | -9.21% | Q4 2025 | Jan 23, 2026 |
| Atlantic Private Wealth, LLC | History | Reduced | 52,176 | 17,493 | 11.18% | 11.62% | 636 | -2,641 | -4.82% | Q4 2025 | Feb 11, 2026 |
| DAVIS R M INC | History | Reduced | 51,547 | 17,282 | 0.3% | 0.31% | 637 | -2,982 | -5.47% | Q4 2025 | Feb 12, 2026 |
| FIRST HORIZON CORP | History | Added to | 51,295 | 17,197 | 0.77% | 0.79% | 638 | +48 | 0.09% | Q4 2025 | Jan 27, 2026 |
| Bulwark Capital Corp | History | Added to | 51,057 | 17,117 | 12.17% | 12.38% | 639 | +2,576 | 5.31% | Q4 2025 | Jan 12, 2026 |
| SEMITAM BONAM LLC | History | Added to | 50,884 | 17,059 | 14.21% | 14.49% | 640 | +1,505 | 3.05% | Q4 2025 | Jan 20, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Added to | 50,670 | 16,988 | 7.14% | 6.84% | 641 | +2,897 | 6.06% | Q4 2025 | Feb 12, 2026 |
| MJP ASSOCIATES INC /ADV | History | Reduced | 50,479 | 16,924 | 2.12% | 2.22% | 642 | -845 | -1.65% | Q4 2025 | Feb 06, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 49,970 | 16,753 | 2.23% | 2.59% | 643 | -2,562 | -4.88% | Q4 2025 | Jan 09, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Added to | 49,963 | 16,751 | 9.97% | 10.63% | 644 | +1,577 | 3.26% | Q4 2025 | Feb 17, 2026 |
| LifeGuide Financial Advisors, LLC | History | Reduced | 49,396 | 16,612 | 5.51% | 5.63% | 645 | -925 | -1.84% | Q4 2025 | Jan 05, 2026 |
| GFS Advisors, LLC | History | Reduced | 49,502 | 16,596 | 1.97% | 2.08% | 646 | -223 | -0.45% | Q4 2025 | Feb 11, 2026 |
| CONNING INC. | History | No change | 49,266 | 16,517 | 0.55% | 0.54% | 647 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WESBANCO BANK INC | History | Reduced | 48,882 | 16,388 | 0.45% | 0.46% | 648 | -1,559 | -3.09% | Q4 2025 | Feb 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 48,848 | 16,377 | 0.92% | 0.96% | 649 | -1,126 | -2.25% | Q4 2025 | Jan 14, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 48,768 | 16,351 | 0.59% | 0.62% | 650 | -1,038 | -2.08% | Q4 2025 | Jan 27, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 48,689 | 16,323 | 0.51% | 0.5% | 651 | +43 | 0.09% | Q4 2025 | Jan 05, 2026 |
| Rothschild Wealth LLC | History | Reduced | 48,589 | 16,290 | 1.57% | 3.54% | 652 | -918 | -1.85% | Q4 2025 | Feb 17, 2026 |
| CRA Financial Services, LLC | History | Added to | 48,576 | 16,286 | 2.13% | 0.28% | 653 | +42,348 | 679.96% | Q4 2025 | Jan 16, 2026 |
| Carr Financial Group Corp | History | Reduced | 48,579 | 16,286 | 4.33% | 4.48% | 654 | -1,165 | -2.34% | Q4 2025 | Jan 09, 2026 |
| Olistico Wealth, LLC | History | Reduced | 48,411 | 16,230 | 7.92% | 8.45% | 655 | -324 | -0.66% | Q4 2025 | Jan 13, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 48,373 | 16,218 | 0.96% | 0.74% | 656 | -3,627 | -6.98% | Q4 2025 | Jan 30, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 47,989 | 16,087 | 3.73% | 3.87% | 657 | -1,524 | -3.08% | Q4 2025 | Feb 03, 2026 |
| Argent Trust Co | History | Reduced | 47,919 | 16,065 | 0.55% | 0.56% | 658 | -546 | -1.13% | Q4 2025 | Feb 10, 2026 |
| Savvy Advisors, Inc. | History | Added to | 47,798 | 16,025 | 0.52% | 0.59% | 659 | +8,830 | 22.66% | Q4 2025 | Jan 20, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 47,773 | 16,016 | 4.91% | 5.58% | 660 | -5,259 | -9.92% | Q4 2025 | Jan 20, 2026 |
| New Covenant Trust Company, N.A. | History | Reduced | 47,572 | 15,998 | 14.43% | 14.89% | 661 | -1,168 | -2.4% | Q4 2025 | Jan 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 47,650 | 15,967 | 0.18% | 0.16% | 662 | +756 | 1.61% | Q4 2025 | Jan 21, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 47,542 | 15,939 | 0.75% | 0.76% | 663 | +105 | 0.22% | Q4 2025 | Jan 29, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 47,508 | 15,928 | 2.45% | 2.76% | 664 | -1,031 | -2.12% | Q4 2025 | Jan 15, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | Added to | 47,332 | 15,869 | 12.42% | 12.1% | 665 | +598 | 1.28% | Q4 2025 | Jan 27, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 47,226 | 15,833 | 4.76% | 4.87% | 666 | -442 | -0.93% | Q4 2025 | Feb 06, 2026 |
| HEADINVEST, LLC | History | Added to | 47,205 | 15,826 | 3.15% | 3.14% | 667 | +969 | 2.1% | Q4 2025 | Feb 02, 2026 |
| M Holdings Securities, Inc. | History | Added to | 46,859 | 15,710 | 1.13% | 1.98% | 668 | +18,268 | 63.89% | Q4 2025 | Feb 11, 2026 |
| Seven Post Investment Office LP | History | Reduced | 46,856 | 15,709 | 5.62% | 6.06% | 669 | -4,432 | -8.64% | Q4 2025 | Jan 29, 2026 |
| XTX Topco Ltd | History | New | 46,771 | 15,680 | 0.41% | — | 670 | +46,771 | New | Q4 2025 | Feb 17, 2026 |
| Bull Oak Capital, LLC | History | Added to | 46,721 | 15,664 | 6.4% | 6.4% | 671 | +809 | 1.76% | Q4 2025 | Feb 02, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 46,643 | 15,636 | 0.1% | 0.1% | 672 | -1,459 | -3.03% | Q4 2025 | Jan 27, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 46,610 | 15,626 | 0.04% | 0.04% | 673 | -1,918 | -3.95% | Q4 2025 | Feb 13, 2026 |
| Swisher Financial Concepts, Inc. | History | Added to | 46,452 | 15,574 | 8.84% | 8.87% | 674 | +1,364 | 3.03% | Q4 2025 | Feb 10, 2026 |
| Independent Advisor Alliance | History | Added to | 46,396 | 15,555 | 0.38% | 0.38% | 675 | +1,703 | 3.81% | Q4 2025 | Feb 04, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 46,284 | 15,517 | 8.26% | 8.57% | 676 | +3 | 0.01% | Q4 2025 | Jan 26, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 46,273 | 15,513 | 0.4% | 0.48% | 677 | -9,273 | -16.69% | Q4 2025 | Feb 06, 2026 |
| Philip James Wealth Mangement, LLC | History | Added to | 46,234 | 15,500 | 1.8% | 1.75% | 678 | +432 | 0.94% | Q4 2025 | Jan 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 45,786 | 15,350 | 1.15% | 1.22% | 679 | +908 | 2.02% | Q4 2025 | Jan 07, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 45,783 | 15,349 | 2.63% | 2.59% | 680 | +102 | 0.22% | Q4 2025 | Jan 26, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 45,750 | 15,338 | 1.98% | 2.04% | 681 | +1,679 | 3.81% | Q4 2025 | Feb 04, 2026 |
| Intelligent Financial Strategies | History | Reduced | 45,676 | 15,313 | 7.36% | 7.9% | 682 | -3,655 | -7.41% | Q4 2025 | Jan 26, 2026 |
| Ironsides Asset Advisors, LLC | History | Reduced | 45,510 | 15,258 | 3.87% | 5.56% | 683 | -20,173 | -30.71% | Q4 2025 | Feb 12, 2026 |
| Asset Management Group, Inc. | History | Reduced | 45,390 | 15,217 | 2.46% | 2.45% | 684 | -242 | -0.53% | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | Added to | 45,376 | 15,213 | 3.56% | 3.57% | 685 | +1,912 | 4.4% | Q4 2025 | Jan 12, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 45,160 | 15,140 | 1.57% | 1.23% | 686 | +10,707 | 31.08% | Q4 2025 | Feb 12, 2026 |
| Berman McAleer LLC | History | Added to | 45,138 | 15,133 | 2.07% | 1.95% | 687 | +2,857 | 6.76% | Q4 2025 | Feb 05, 2026 |
| Independence Asset Advisors, LLC | History | Added to | 44,969 | 15,076 | 8.31% | 6.23% | 688 | +249 | 0.56% | Q4 2025 | Feb 02, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 44,670 | 14,976 | 0.2% | 0.24% | 689 | -9,339 | -17.29% | Q4 2025 | Jan 30, 2026 |
| Glassman Wealth Services | History | Added to | 44,643 | 14,967 | 2.02% | 2.03% | 690 | +568 | 1.29% | Q4 2025 | Jan 28, 2026 |
| Klingman & Associates, LLC | History | Reduced | 44,638 | 14,965 | 0.72% | 0.76% | 691 | -1,454 | -3.15% | Q4 2025 | Jan 29, 2026 |
| CHILTON INVESTMENT CO INC. | History | Reduced | 44,514 | 14,924 | 0.31% | 0.3% | 692 | -261 | -0.58% | Q4 2025 | Feb 17, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 44,327 | 14,861 | 1.22% | 1.28% | 693 | -1,024 | -2.26% | Q4 2025 | Jan 27, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 44,211 | 14,823 | 0.43% | 0.32% | 694 | +14,275 | 47.69% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 44,082 | 14,779 | 0.06% | 0.06% | 695 | +5 | 0.01% | Q4 2025 | Feb 12, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 43,893 | 14,716 | 0.76% | 0.73% | 696 | +194 | 0.44% | Q4 2025 | Feb 17, 2026 |
| Shelter Mutual Insurance Co | History | No change | 43,850 | 14,701 | 3.28% | 3.23% | 697 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SELDON CAPITAL LP | History | Reduced | 43,798 | 14,684 | 5.08% | 6.24% | 698 | -10,300 | -19.04% | Q4 2025 | Feb 17, 2026 |
| Stonekeep Investments, LLC | History | Added to | 43,742 | 14,665 | 9.38% | 8.78% | 699 | +1,530 | 3.62% | Q4 2025 | Jan 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 43,730 | 14,661 | 0.08% | 0.08% | 700 | +5,488 | 14.35% | Q4 2025 | Feb 12, 2026 |
| FOCUSED ALPHA, LLC | History | New | 43,728 | 14,660 | 4.31% | — | 701 | +43,728 | New | Q4 2025 | Feb 13, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 43,635 | 14,629 | 1.48% | 1.87% | 702 | -6,154 | -12.36% | Q4 2025 | Feb 06, 2026 |
| NIA IMPACT ADVISORS, LLC | History | No change | 43,575 | 14,609 | 4.9% | 4.65% | 703 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Management, Inc. | History | Reduced | 43,572 | 14,608 | 2.38% | 2.74% | 704 | -6,830 | -13.55% | Q4 2025 | Feb 06, 2026 |
| Stratos Investment Management, LLC | History | Added to | 43,406 | 14,553 | 0.58% | 0.57% | 705 | +1,594 | 3.81% | Q4 2025 | Jan 20, 2026 |
| Sigma Planning Corp | History | Added to | 43,308 | 14,544 | 0.4% | 0.37% | 706 | +4,035 | 10.27% | Q4 2025 | Jan 30, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 43,350 | 14,533 | 1.93% | 1.82% | 707 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 43,329 | 14,526 | 0.03% | 0.03% | 708 | -150 | -0.34% | Q4 2025 | Feb 13, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 43,305 | 14,518 | 6.39% | 5.92% | 709 | +3,698 | 9.34% | Q4 2025 | Feb 04, 2026 |
| Sandy Cove Advisors, LLC | History | Reduced | 43,194 | 14,481 | 4.29% | 4.56% | 710 | -248 | -0.57% | Q4 2025 | Feb 09, 2026 |
| SHAYNE & JACOBS, LLC | History | Reduced | 43,123 | 14,457 | 4.38% | 4.63% | 711 | -2,481 | -5.44% | Q4 2025 | Jan 27, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 43,101 | 14,450 | 0.21% | 0.18% | 712 | -1,798 | -4.0% | Q4 2025 | Feb 02, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 43,079 | 14,443 | 0.7% | 0.79% | 713 | -6,810 | -13.65% | Q4 2025 | Jan 20, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | Reduced | 42,801 | 14,349 | 7.59% | 7.79% | 714 | -84 | -0.2% | Q4 2025 | Feb 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 42,759 | 14,335 | 0.1% | 0.1% | 715 | +652 | 1.55% | Q4 2025 | Feb 13, 2026 |
| Caldwell Trust Co | History | Added to | 42,454 | 14,233 | 1.27% | 0.44% | 716 | +28,148 | 196.76% | Q4 2025 | Jan 30, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 42,202 | 14,148 | 0.59% | 0.59% | 717 | -263 | -0.62% | Q4 2025 | Feb 09, 2026 |
| Greenspring Advisors, LLC | History | Added to | 42,182 | 14,142 | 0.87% | 1.1% | 718 | +23,197 | 122.19% | Q4 2025 | Feb 10, 2026 |
| Trinity Financial Advisors LLC | History | Reduced | 42,058 | 14,100 | 3.94% | 4.14% | 719 | -1,534 | -3.52% | Q4 2025 | Jan 13, 2026 |
| Symmetry Partners, LLC | History | Reduced | 41,985 | 14,076 | 0.83% | 2.33% | 720 | -23,221 | -35.61% | Q4 2025 | Jan 27, 2026 |
| Avant Financial Advisors LLC | History | Added to | 41,790 | 14,010 | 10.07% | 9.91% | 721 | +1,711 | 4.27% | Q4 2025 | Jan 15, 2026 |
| Azimuth Capital Investment Management LLC | History | Added to | 41,760 | 14,000 | 0.5% | 0.47% | 722 | +2,015 | 5.07% | Q4 2025 | Feb 12, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 41,564 | 13,954 | 1.87% | 1.25% | 723 | +10,167 | 32.38% | Q4 2025 | Feb 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 41,490 | 13,910 | 0.95% | 0.96% | 724 | +2,421 | 6.2% | Q4 2025 | Feb 03, 2026 |
| Estate Counselors, LLC | History | Reduced | 41,486 | 13,909 | 1.16% | 1.68% | 725 | -18,300 | -30.61% | Q4 2025 | Feb 02, 2026 |
| DELPHI FINANCIAL GROUP, INC. | History | Added to | 41,400 | 13,880 | 6.93% | 2.25% | 726 | +29,218 | 239.85% | Q4 2025 | Feb 11, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 41,358 | 13,866 | 1.36% | 1.27% | 727 | +3,156 | 8.26% | Q4 2025 | Feb 13, 2026 |
| OneAscent Financial Services LLC | History | Added to | 41,341 | 13,860 | 1.28% | 0.11% | 728 | +38,573 | 1393.53% | Q4 2025 | Feb 11, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 41,115 | 13,784 | 6.89% | 7.21% | 729 | +777 | 1.93% | Q4 2025 | Feb 11, 2026 |
| Ahara Advisors LLC | History | New | 41,091 | 13,776 | 12.52% | — | 730 | +41,091 | New | Q4 2025 | Apr 02, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 41,038 | 13,758 | 2.12% | 1.72% | 731 | +11,030 | 36.76% | Q4 2025 | Jan 28, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 40,991 | 13,742 | 0.25% | 0.29% | 732 | -669 | -1.61% | Q4 2025 | Jan 28, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 40,925 | 13,720 | 0.2% | 0.2% | 733 | -533 | -1.29% | Q4 2025 | Feb 12, 2026 |
| KLCM Advisors, Inc. | History | New | 40,855 | 13,697 | 1.18% | — | 734 | +40,855 | New | Q4 2025 | Feb 04, 2026 |
| VPR Management LLC | History | No change | 40,800 | 13,679 | 6.09% | 6.08% | 735 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ares Financial Consulting, LLC | History | New | 40,772 | 13,669 | 13.02% | — | 736 | +40,772 | New | Q4 2025 | Jan 30, 2026 |
| Good Steward Wealth Advisors,LLC | History | Added to | 40,769 | 13,668 | 9.02% | 8.99% | 737 | +1,121 | 2.83% | Q4 2025 | Jan 22, 2026 |
| Canopy Partners, LLC | History | Reduced | 40,760 | 13,665 | 4.45% | 4.5% | 738 | -248 | -0.6% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | Added to | 40,662 | 13,632 | 0.18% | 0.09% | 739 | +21,173 | 108.64% | Q4 2025 | Feb 13, 2026 |
| GoalVest Advisory LLC | History | Reduced | 40,113 | 13,448 | 2.58% | 2.79% | 740 | -36 | -0.09% | Q4 2025 | Jan 05, 2026 |
| Regal Investment Advisors LLC | History | Added to | 40,111 | 13,447 | 0.8% | 0.77% | 741 | +4,024 | 11.15% | Q4 2025 | Feb 17, 2026 |
| INTREPID FAMILY OFFICE LLC | History | Reduced | 40,000 | 13,410 | 11.56% | 16.47% | 742 | -20,000 | -33.33% | Q4 2025 | Feb 17, 2026 |
| Arta Finance Wealth Management LLC | History | New | 39,820 | 13,350 | 6.81% | — | 743 | +39,820 | New | Q4 2025 | Jan 20, 2026 |
| Avior Wealth Management, LLC | History | Added to | 39,804 | 13,344 | 0.42% | 0.41% | 744 | +1,018 | 2.62% | Q4 2025 | Jan 06, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 39,536 | 13,255 | 1.16% | 1.15% | 745 | +42 | 0.11% | Q4 2025 | Feb 06, 2026 |
| Sharper & Granite LLC | History | Reduced | 39,425 | 13,218 | 4.66% | 4.64% | 746 | -75 | -0.19% | Q4 2025 | Jan 27, 2026 |
| Downshift Financial, LLC | History | New | 39,620 | 13,212 | 8.15% | — | 747 | +39,620 | New | Q4 2025 | Mar 11, 2026 |
| Waldron Private Wealth LLC | History | Added to | 39,336 | 13,188 | 0.52% | 0.52% | 748 | +529 | 1.36% | Q4 2025 | Jan 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 39,219 | 13,148 | 0.25% | 0.28% | 749 | -2,574 | -6.16% | Q4 2025 | Feb 03, 2026 |
| HMV Wealth Advisors, LLC | History | Reduced | 38,931 | 13,052 | 6.53% | 7.04% | 750 | -65 | -0.17% | Q4 2025 | Jan 20, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 38,683 | 12,968 | 1.02% | 1.09% | 751 | -1,593 | -3.96% | Q4 2025 | Feb 17, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 38,671 | 12,965 | 1.78% | 1.83% | 752 | -724 | -1.84% | Q4 2025 | Jan 21, 2026 |
| Pachira Investments Inc. | History | Added to | 38,646 | 12,956 | 6.31% | 6.46% | 753 | +3,633 | 10.38% | Q4 2025 | Feb 02, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 38,580 | 12,934 | 4.32% | 4.38% | 754 | -50 | -0.13% | Q4 2025 | Jan 22, 2026 |
| Farnam Financial LLC | History | Reduced | 38,515 | 12,912 | 9.72% | 10.4% | 755 | -2,256 | -5.53% | Q4 2025 | Jan 26, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 38,497 | 12,906 | 7.86% | 7.75% | 756 | -1,289 | -3.24% | Q4 2025 | Feb 06, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 38,431 | 12,884 | 2.21% | 2.23% | 757 | +674 | 1.79% | Q4 2025 | Jan 29, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 38,425 | 12,882 | 1.04% | 1.7% | 758 | -21,050 | -35.39% | Q4 2025 | Feb 12, 2026 |
| NerdWallet Wealth Partners, LLC | History | Reduced | 38,420 | 12,880 | 5.77% | 6.2% | 759 | -119 | -0.31% | Q4 2025 | Jan 13, 2026 |
| Legacy Advisors, LLC | History | Added to | 38,405 | 12,876 | 1.38% | 0.69% | 760 | +21,430 | 126.24% | Q4 2025 | Jan 27, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 38,407 | 12,876 | 0.19% | 0.16% | 761 | +6,107 | 18.91% | Q4 2025 | Feb 09, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 38,210 | 12,810 | 1.2% | 1.28% | 762 | -2,353 | -5.8% | Q4 2025 | Jan 23, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 38,198 | 12,806 | 0.28% | 0.28% | 763 | +291 | 0.77% | Q4 2025 | Feb 04, 2026 |
| Chicago Capital, LLC | History | Added to | 38,198 | 12,806 | 0.32% | 0.31% | 764 | +134 | 0.35% | Q4 2025 | Jan 26, 2026 |
| Sunpointe, LLC | History | Added to | 38,128 | 12,783 | 4.24% | 3.81% | 765 | +6,058 | 18.89% | Q4 2025 | Jan 23, 2026 |
| Lantz Financial LLC | History | Reduced | 38,099 | 12,773 | 2.7% | 2.8% | 766 | -451 | -1.17% | Q4 2025 | Jan 14, 2026 |
| TI-TRUST, INC | History | Reduced | 38,097 | 12,772 | 7.88% | 7.9% | 767 | -181 | -0.47% | Q4 2025 | Jan 23, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 37,795 | 12,671 | 7.5% | 7.86% | 768 | -1,206 | -3.09% | Q4 2025 | Feb 09, 2026 |
| Rinkey Investments | History | Added to | 37,775 | 12,665 | 3.22% | 3.1% | 769 | +2,134 | 5.99% | Q4 2025 | Feb 04, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 37,624 | 12,614 | 2.3% | 2.34% | 770 | -304 | -0.8% | Q4 2025 | Jan 26, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 37,460 | 12,559 | 0.86% | 0.86% | 771 | +321 | 0.86% | Q4 2025 | Feb 23, 2026 |
| Carnegie Investment Counsel | History | Added to | 37,428 | 12,548 | 0.23% | 0.2% | 772 | +5,834 | 18.47% | Q4 2025 | Jan 23, 2026 |
| Ironwood Financial, llc | History | Added to | 36,565 | 12,542 | 2.13% | 2.03% | 773 | +1,645 | 4.71% | Q4 2025 | Jan 15, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 37,352 | 12,523 | 1.79% | — | 774 | +37,352 | New | Q4 2025 | Feb 20, 2026 |
| Capital Square, LLC | History | Added to | 37,259 | 12,491 | 6.37% | 5.98% | 775 | +1,489 | 4.16% | Q4 2025 | Feb 13, 2026 |
| Calder Financial LLC | History | New | 36,894 | 12,369 | 12.14% | — | 776 | +36,894 | New | Q4 2025 | Jan 23, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 36,865 | 12,360 | 0.85% | 0.85% | 777 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 36,644 | 12,285 | 0.83% | 0.7% | 778 | +5,327 | 17.01% | Q4 2025 | Feb 09, 2026 |
| Kovack Advisors, Inc. | History | Added to | 36,600 | 12,271 | 0.57% | 0.76% | 779 | +11,877 | 48.04% | Q4 2025 | Feb 17, 2026 |
| Auto-Owners Insurance Co | History | Added to | 36,600 | 12,270 | 0.26% | 0.18% | 780 | +15,600 | 74.29% | Q4 2025 | Mar 09, 2026 |
| One Day In July LLC | History | Added to | 36,418 | 12,209 | 1.0% | 0.9% | 781 | +3,842 | 11.79% | Q4 2025 | Feb 04, 2026 |
| Northland Capital Management LLC | History | Reduced | 36,390 | 12,200 | 6.83% | 10.8% | 782 | -19,897 | -35.35% | Q4 2025 | Jan 20, 2026 |
| Dunhill Financial, LLC | History | Added to | 36,382 | 12,197 | 2.98% | 3.07% | 783 | +497 | 1.38% | Q4 2025 | Jan 29, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 35,656 | 12,189 | 0.39% | 0.39% | 784 | +1,363 | 3.97% | Q4 2025 | Jan 23, 2026 |
| Cambridge Advisors Inc. | History | Reduced | 36,297 | 12,169 | 2.32% | 2.38% | 785 | -762 | -2.06% | Q4 2025 | Jan 21, 2026 |
| IRON Financial LLC | History | Added to | 36,126 | 12,111 | 5.57% | 5.67% | 786 | +61 | 0.17% | Q4 2025 | Jan 22, 2026 |
| CERTUITY, LLC | History | Added to | 35,851 | 12,020 | 0.76% | 0.78% | 787 | +1,013 | 2.91% | Q4 2025 | Jan 30, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 35,821 | 12,009 | 1.25% | 1.42% | 788 | -88,877 | -71.27% | Q4 2025 | Jan 13, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 35,754 | 11,987 | 3.21% | 2.8% | 789 | +4,969 | 16.14% | Q4 2025 | Feb 11, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Added to | 35,725 | 11,977 | 2.28% | 2.16% | 790 | +39 | 0.11% | Q4 2025 | Feb 09, 2026 |
| Osbon Capital Management LLC | History | New | 35,722 | 11,976 | 11.2% | — | 791 | +35,722 | New | Q4 2025 | Mar 16, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 35,693 | 11,966 | 1.69% | 1.4% | 792 | +8,683 | 32.15% | Q4 2025 | Jan 12, 2026 |
| Cypress Point Wealth Management, LLC | History | Reduced | 35,672 | 11,959 | 2.61% | 2.54% | 793 | -2,566 | -6.71% | Q4 2025 | Feb 02, 2026 |
| PFG Investments, LLC | History | Added to | 35,622 | 11,943 | 0.56% | 0.6% | 794 | +263 | 0.74% | Q4 2025 | Jan 26, 2026 |
| DAVENPORT & Co LLC | History | Added to | 35,619 | 11,942 | 0.06% | 0.06% | 795 | +2,281 | 6.84% | Q4 2025 | Jan 12, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 35,620 | 11,942 | 4.2% | 5.21% | 796 | -1,956 | -5.21% | Q4 2025 | Feb 06, 2026 |
| Modus Advisors, LLC | History | Reduced | 35,571 | 11,925 | 3.15% | 3.19% | 797 | -187 | -0.52% | Q4 2025 | Feb 11, 2026 |
| Partners in Financial Planning | History | Reduced | 35,535 | 11,913 | 2.02% | 2.02% | 798 | -130 | -0.36% | Q4 2025 | Feb 02, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 35,531 | 11,912 | 4.3% | 4.33% | 799 | -157 | -0.44% | Q4 2025 | Jan 26, 2026 |
| Sherman Asset Management, Inc. | History | Added to | 35,525 | 11,910 | 10.09% | 9.84% | 800 | +776 | 2.23% | Q4 2025 | Feb 05, 2026 |