VANGUARD INDEX FUNDS - VTV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 136,148,963 | 26,003,090 | 1.89% | 1.69% | 1 | +2,340,458 | 1.75% | Q4 2025 | Feb 17, 2026 |
| Align Financial, LLC | History | New | 11,146,367 | 11,146,367 | 6.46% | — | 2 | +11,146,367 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 55,273,064 | 10,556,602 | 6.44% | 6.86% | 3 | +1,306,280 | 2.42% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 33,171,922 | 6,335,506 | 0.38% | 0.38% | 4 | -41,121 | -0.12% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 20,283,049 | 3,873,859 | 1.15% | 1.17% | 5 | -1,612,916 | -7.37% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 12,642,287 | 2,414,550 | 0.39% | 0.4% | 6 | -959,413 | -7.05% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 11,182,864 | 2,135,037 | 0.48% | 0.48% | 7 | +70,343 | 0.63% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 10,741,631 | 2,051,543 | 0.56% | 0.58% | 8 | +158,367 | 1.5% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 8,759,680 | 1,673,011 | 0.52% | 0.47% | 9 | +836,994 | 10.56% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 8,241,454 | 1,574,035 | 0.29% | 0.27% | 10 | +536,461 | 6.96% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,915,910 | 1,511,859 | 7.86% | — | 11 | +7,915,910 | New | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 7,443,431 | 1,421,620 | 1.55% | 1.59% | 12 | +106,126 | 1.45% | Q4 2025 | Feb 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 7,131,797 | 1,362,107 | 3.26% | 2.95% | 13 | +617,155 | 9.47% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,385,243 | 1,219,517 | 2.32% | 2.37% | 14 | +155,177 | 2.49% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,780,993 | 1,104,114 | 0.18% | — | 15 | +5,780,993 | New | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 5,564,462 | 1,062,756 | 6.51% | 6.51% | 16 | +106,000 | 1.94% | Q4 2025 | Jan 29, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 5,221,026 | 997,163 | 20.32% | 20.16% | 17 | -28,348 | -0.54% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 5,055,379 | 965,552 | 1.15% | 1.14% | 18 | +335,023 | 7.1% | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Reduced | 4,973,990 | 949,982 | 1.81% | 1.87% | 19 | -106,045 | -2.09% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 4,522,859 | 863,820 | 0.04% | 0.04% | 20 | -4,902 | -0.11% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 4,312,622 | 823,614 | 0.94% | 0.97% | 21 | +1,101,815 | 34.32% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,243,341 | 810,435 | 0.44% | 0.49% | 22 | -62,253 | -1.45% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,093,400 | 781,798 | 0.49% | 0.48% | 23 | +227,315 | 5.88% | Q4 2025 | Feb 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 3,765,710 | 719,209 | 0.71% | 0.73% | 24 | +109,590 | 3.0% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,749,143 | 716,049 | 0.04% | 0.04% | 25 | +226,579 | 6.43% | Q4 2025 | Feb 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 3,669,869 | 700,908 | 7.66% | 7.91% | 26 | -65,242 | -1.75% | Q4 2025 | Feb 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 3,497,133 | 667,917 | 0.12% | 0.12% | 27 | -17,049 | -0.49% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,460,961 | 661,008 | 0.72% | 0.69% | 28 | +208,749 | 6.42% | Q4 2025 | Feb 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 3,277,770 | 626,021 | 4.74% | 4.79% | 29 | +47,840 | 1.48% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,988,709 | 570,813 | 0.07% | 0.07% | 30 | +58,933 | 2.01% | Q4 2025 | Mar 25, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,712,802 | 518,118 | 0.69% | 0.79% | 31 | -571,833 | -17.41% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Added to | 2,652,846 | 506,667 | 0.22% | 0.21% | 32 | +166,698 | 6.71% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,608,888 | 498,271 | 0.66% | 0.84% | 33 | -713,851 | -21.48% | Q4 2025 | Feb 02, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 2,404,910 | 459,313 | 9.16% | 8.9% | 34 | +1,175 | 0.05% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,366,662 | 452,184 | 0.66% | 0.62% | 35 | -21,558 | -0.9% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Added to | 2,117,942 | 407,428 | 5.19% | 5.11% | 36 | +23,777 | 1.14% | Q4 2025 | Jan 23, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 2,109,504 | 402,894 | 15.24% | 15.16% | 37 | +33,241 | 1.6% | Q4 2025 | Feb 09, 2026 |
| BlackRock, Inc. | History | Added to | 1,916,575 | 366,046 | 0.01% | 0.0% | 38 | +1,449,836 | 310.63% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,734,226 | 340,414 | 0.46% | 0.35% | 39 | +512,513 | 41.95% | Q4 2025 | Jan 08, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 1,729,977 | 330,408 | 4.26% | 4.26% | 40 | +38,791 | 2.29% | Q4 2025 | Feb 09, 2026 |
| Modera Wealth Management, LLC | History | Added to | 1,703,688 | 325,387 | 3.76% | 3.68% | 41 | +1,306 | 0.08% | Q4 2025 | Jan 21, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,674,538 | 319,819 | 0.29% | 0.27% | 42 | +90,857 | 5.74% | Q4 2025 | Feb 13, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 1,662,254 | 317,478 | 9.33% | 8.99% | 43 | -30,209 | -1.78% | Q4 2025 | Feb 03, 2026 |
| Bell Bank | History | Added to | 1,604,085 | 306,364 | 13.09% | 11.76% | 44 | +147,681 | 10.14% | Q4 2025 | Jan 14, 2026 |
| Facet Wealth, Inc. | History | Added to | 1,535,058 | 304,386 | 5.39% | 5.73% | 45 | +49,840 | 3.36% | Q4 2025 | Jan 29, 2026 |
| Waldron Private Wealth LLC | History | Added to | 1,581,258 | 302,004 | 11.94% | 11.5% | 46 | +66,794 | 4.41% | Q4 2025 | Jan 14, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 1,494,671 | 285,467 | 8.35% | 7.87% | 47 | +14,202 | 0.96% | Q4 2025 | Feb 09, 2026 |
| Members Trust Co | History | Reduced | 1,486,682 | 283,941 | 9.26% | 9.19% | 48 | -12,209 | -0.81% | Q4 2025 | Jan 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,486,260 | 283,860 | 0.44% | 0.44% | 49 | +32,670 | 2.25% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,451,534 | 277,228 | 1.67% | 1.9% | 50 | +32,842 | 2.31% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 1,440,253 | 275,073 | 0.56% | 0.58% | 51 | -7,911 | -0.55% | Q4 2025 | Jan 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 1,386,698 | 264,845 | 0.65% | 0.64% | 52 | +98,105 | 7.61% | Q4 2025 | Feb 13, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 1,375,849 | 262,773 | 21.18% | 20.9% | 53 | +27,882 | 2.07% | Q4 2025 | Jan 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,347,298 | 257,320 | 0.46% | 0.32% | 54 | +480,241 | 55.39% | Q4 2025 | Mar 16, 2026 |
| Cerity Partners LLC | History | Added to | 1,333,021 | 254,599 | 0.37% | 0.31% | 55 | +316,182 | 31.09% | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,302,280 | 248,722 | 1.7% | 1.69% | 56 | +72,074 | 5.86% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,257,162 | 240,105 | 1.31% | 1.19% | 57 | +56,630 | 4.72% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,220,272 | 233,059 | 0.85% | 0.93% | 58 | +125,474 | 11.46% | Q4 2025 | Feb 18, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 1,166,166 | 222,726 | 2.29% | 2.2% | 59 | -4,494 | -0.38% | Q4 2025 | Jan 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,314,315 | 215,847 | 0.29% | 0.32% | 60 | +235,773 | 21.86% | Q4 2025 | Mar 09, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 1,117,089 | 213,352 | 1.72% | 1.83% | 61 | -85,430 | -7.1% | Q4 2025 | Jan 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,111,170 | 212,222 | 0.07% | 0.07% | 62 | -155,924 | -12.31% | Q4 2025 | Feb 17, 2026 |
| Garde Capital, Inc. | History | Added to | 1,090,271 | 208,230 | 12.34% | 9.85% | 63 | +6,152 | 0.57% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,069,607 | 204,284 | 0.96% | 0.9% | 64 | +86,153 | 8.76% | Q4 2025 | Feb 17, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | New | 1,046,001 | 199,775 | 0.34% | — | 65 | +1,046,001 | New | Q4 2025 | Feb 17, 2026 |
| SCS Capital Management LLC | History | Reduced | 1,042,872 | 199,178 | 2.11% | 2.28% | 66 | -78,227 | -6.98% | Q4 2025 | Feb 10, 2026 |
| Brookstone Capital Management | History | Added to | 1,037,193 | 198,093 | 2.27% | 2.15% | 67 | +72,296 | 7.49% | Q4 2025 | Jan 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 993,992 | 189,842 | 1.33% | 1.29% | 68 | +176,933 | 21.65% | Q4 2025 | Feb 18, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 972,047 | 185,651 | 0.31% | 0.3% | 69 | +19,288 | 2.02% | Q4 2025 | Feb 12, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 971,407 | 185,529 | 12.39% | 12.15% | 70 | +5,085 | 0.53% | Q4 2025 | Jan 08, 2026 |
| Merit Financial Group, LLC | History | Added to | 969,104 | 185,089 | 1.48% | 1.53% | 71 | +76,196 | 8.53% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 946,946 | 180,857 | 0.48% | 0.51% | 72 | -39,619 | -4.02% | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | Added to | 938,262 | 179,198 | 0.13% | 0.1% | 73 | +220,353 | 30.69% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 931,476 | 177,902 | 0.73% | 0.68% | 74 | +139,176 | 17.57% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 898,024 | 171,513 | 0.46% | 0.4% | 75 | +93,718 | 11.65% | Q4 2025 | Feb 17, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 894,868 | 170,910 | 5.33% | 5.49% | 76 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 859,845 | 164,222 | 0.44% | 0.31% | 77 | +303,741 | 54.62% | Q4 2025 | Jan 26, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 832,005 | 158,904 | 23.34% | 22.54% | 78 | +30,745 | 3.84% | Q4 2025 | Jan 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 831,903 | 158,885 | 0.19% | 0.19% | 79 | -8,271 | -0.98% | Q4 2025 | Jan 30, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 813,302 | 155,332 | 14.39% | 14.11% | 80 | +58,548 | 7.76% | Q4 2025 | Jan 07, 2026 |
| RMG Wealth Management LLC | History | Added to | 775,119 | 153,984 | 19.94% | 19.01% | 81 | +52,983 | 7.34% | Q4 2025 | Jan 29, 2026 |
| 71 West Capital Partners | History | New | 805,934 | 153,925 | 7.08% | — | 82 | +805,934 | New | Q4 2025 | Feb 17, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 773,840 | 147,795 | 14.59% | 14.8% | 83 | -6,471 | -0.83% | Q4 2025 | Feb 02, 2026 |
| Gotham Asset Management, LLC | History | Added to | 766,649 | 146,422 | 0.53% | 0.16% | 84 | +566,649 | 283.32% | Q4 2025 | Feb 17, 2026 |
| Saudi Central Bank | History | No change | 756,686 | 144,519 | 5.4% | 5.39% | 85 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 748,472 | 142,950 | 8.96% | 8.74% | 86 | +40,127 | 5.66% | Q4 2025 | Jan 21, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 741,134 | 141,549 | 0.79% | 0.79% | 87 | +43,742 | 6.27% | Q4 2025 | Feb 03, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 727,968 | 139,034 | 13.93% | 13.49% | 88 | +32,333 | 4.65% | Q4 2025 | Feb 13, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Added to | 683,529 | 135,058 | 21.78% | 21.66% | 89 | +25,457 | 3.87% | Q4 2025 | Jan 28, 2026 |
| NEPC LLC | History | Added to | 704,920 | 134,632 | 2.87% | 2.88% | 90 | +117,518 | 20.01% | Q4 2025 | Feb 17, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 703,637 | 134,386 | 11.28% | 11.14% | 91 | +15,858 | 2.31% | Q4 2025 | Feb 03, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 696,914 | 133,103 | 1.62% | 1.69% | 92 | -24,144 | -3.35% | Q4 2025 | Jan 21, 2026 |
| Clearstead Advisors, LLC | History | Added to | 694,349 | 132,613 | 1.67% | 1.67% | 93 | +13,521 | 1.99% | Q4 2025 | Feb 09, 2026 |
| Focused Wealth Management, Inc | History | Added to | 680,890 | 130,043 | 13.59% | 13.01% | 94 | +25,671 | 3.92% | Q4 2025 | Jan 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 659,149 | 125,890 | 0.44% | 0.44% | 95 | +25,635 | 4.05% | Q4 2025 | Feb 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 647,557 | 123,676 | 3.06% | 3.15% | 96 | -3,791 | -0.58% | Q4 2025 | Feb 09, 2026 |
| Brickley Wealth Management | History | Reduced | 641,354 | 122,492 | 20.65% | 20.87% | 97 | -753 | -0.12% | Q4 2025 | Jan 29, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 637,292 | 121,716 | 1.63% | 1.69% | 98 | -20,291 | -3.09% | Q4 2025 | Jan 30, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 628,428 | 120,023 | 5.24% | 5.02% | 99 | +33,225 | 5.58% | Q4 2025 | Jan 29, 2026 |
| Foster Group, Inc. | History | Reduced | 612,092 | 116,903 | 3.53% | 3.68% | 100 | -16,745 | -2.66% | Q4 2025 | Jan 12, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 609,367 | 116,383 | 4.34% | 4.57% | 101 | -6,982 | -1.13% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 603,448 | 115,252 | 0.85% | 0.81% | 102 | +43,157 | 7.7% | Q4 2025 | Feb 12, 2026 |
| Efficient Advisors, LLC | History | Reduced | 582,862 | 111,320 | 6.5% | 6.17% | 103 | -4,019 | -0.68% | Q4 2025 | Jan 21, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 577,300 | 110,258 | 6.75% | 6.88% | 104 | -5,956 | -1.02% | Q4 2025 | Feb 06, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 575,021 | 109,823 | 0.86% | 0.89% | 105 | -12,692 | -2.16% | Q4 2025 | Feb 03, 2026 |
| IFC Advisors LLC | History | New | 571,755 | 109,199 | 15.95% | — | 106 | +571,755 | New | Q4 2025 | Feb 12, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 566,924 | 108,276 | 1.88% | 2.38% | 107 | +16,070 | 2.92% | Q4 2025 | Feb 09, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 564,272 | 107,770 | 6.52% | 6.42% | 108 | +14,345 | 2.61% | Q4 2025 | Feb 13, 2026 |
| Permanens Capital L.P. | History | Reduced | 561,293 | 107,201 | 13.98% | 18.35% | 109 | -95,062 | -14.48% | Q4 2025 | Feb 17, 2026 |
| RMR Wealth Builders | History | Added to | 556,263 | 106,240 | 8.5% | 8.38% | 110 | +22,121 | 4.14% | Q4 2025 | Jan 29, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 539,758 | 103,088 | 9.95% | 9.89% | 111 | +15,886 | 3.03% | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | Added to | 528,818 | 100,821 | 0.3% | 0.2% | 112 | +180,398 | 51.78% | Q4 2025 | Feb 10, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 506,913 | 99,502 | 12.5% | 12.08% | 113 | +20,979 | 4.32% | Q4 2025 | Jan 14, 2026 |
| Euclidean Capital LLC | History | New | 520,000 | 99,314 | 26.88% | — | 114 | +520,000 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone Management, Inc. | History | Added to | 518,964 | 99,116 | 16.16% | 15.95% | 115 | +1,893 | 0.37% | Q4 2025 | Feb 06, 2026 |
| BESSEMER GROUP INC | History | Added to | 512,882 | 97,955 | 0.15% | 0.1% | 116 | +168,613 | 48.98% | Q4 2025 | Feb 05, 2026 |
| BANK OF HAWAII | History | Reduced | 503,578 | 96,178 | 4.75% | 4.94% | 117 | -27,300 | -5.14% | Q4 2025 | Mar 03, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 502,189 | 95,913 | 8.92% | 8.65% | 118 | +15,339 | 3.15% | Q4 2025 | Jan 28, 2026 |
| Accredited Investors Inc. | History | Added to | 499,930 | 95,481 | 5.07% | 4.94% | 119 | +25,442 | 5.36% | Q4 2025 | Feb 05, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 498,199 | 95,150 | 2.31% | 2.14% | 120 | +27,976 | 5.95% | Q4 2025 | Feb 13, 2026 |
| BIP Wealth, LLC | History | Added to | 490,263 | 93,635 | 3.3% | 3.04% | 121 | +160,284 | 48.57% | Q4 2025 | Jan 21, 2026 |
| Arax Advisory Partners | History | New | 487,674 | 93,140 | 2.71% | — | 122 | +487,674 | New | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Added to | 481,837 | 92,025 | 1.35% | 1.34% | 123 | +9,962 | 2.11% | Q4 2025 | Feb 13, 2026 |
| Trust Co of Tennessee | History | Reduced | 481,251 | 91,915 | 18.26% | 19.0% | 124 | -1,937 | -0.4% | Q4 2025 | Jan 30, 2026 |
| Savant Capital, LLC | History | Added to | 471,585 | 90,068 | 0.51% | 0.47% | 125 | +54,037 | 12.94% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Added to | 466,133 | 89,054 | 0.47% | 0.51% | 126 | +40,627 | 9.55% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 462,799 | 88,389 | 0.13% | 0.15% | 127 | -4,250 | -0.91% | Q4 2025 | Feb 18, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 460,805 | 88,009 | 8.89% | 8.94% | 128 | +4,674 | 1.02% | Q4 2025 | Jan 20, 2026 |
| Clark Asset Management, LLC | History | Added to | 457,865 | 87,447 | 9.08% | 9.23% | 129 | +31,784 | 7.46% | Q4 2025 | Jan 27, 2026 |
| VANGUARD GROUP INC | History | Added to | 454,983 | 86,897 | 0.0% | 0.0% | 130 | +39,923 | 9.62% | Q4 2025 | Jan 29, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 446,866 | 85,346 | 11.6% | 11.63% | 131 | +13,491 | 3.11% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 439,554 | 84,037 | 0.15% | 0.03% | 132 | +351,153 | 397.23% | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 438,263 | 83,703 | 0.9% | 0.81% | 133 | +150,472 | 52.29% | Q4 2025 | Jan 23, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 435,414 | 83,159 | 11.16% | — | 134 | +435,414 | New | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 420,198 | 80,253 | 0.33% | — | 135 | +420,198 | New | Q4 2025 | Feb 05, 2026 |
| STEPHENS INC /AR/ | History | Added to | 418,398 | 79,909 | 0.99% | 0.96% | 136 | +15,629 | 3.88% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 416,342 | 79,516 | 0.44% | 0.44% | 137 | +9,069 | 2.23% | Q4 2025 | Feb 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 415,941 | 79,441 | 0.11% | 0.14% | 138 | -109,919 | -20.9% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 415,869 | 79,426 | 0.03% | 0.03% | 139 | +11,300 | 2.79% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 407,960 | 77,916 | 0.01% | 0.0% | 140 | +256,508 | 169.37% | Q4 2025 | Feb 17, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 407,105 | 77,752 | 7.87% | 7.86% | 141 | -1,904 | -0.47% | Q4 2025 | Jan 22, 2026 |
| Unison Advisors LLC | History | Added to | 405,305 | 77,409 | 6.76% | 6.84% | 142 | +4,852 | 1.21% | Q4 2025 | Jan 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 402,563 | 76,885 | 0.95% | 0.95% | 143 | +13,535 | 3.48% | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | Reduced | 387,599 | 74,027 | 0.84% | 0.85% | 144 | -11,920 | -2.98% | Q4 2025 | Feb 05, 2026 |
| UMB Bank, n.a. | History | Added to | 386,078 | 73,737 | 0.98% | 0.22% | 145 | +306,453 | 384.87% | Q4 2025 | Feb 13, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 379,593 | 72,498 | 13.24% | 13.19% | 146 | +7,220 | 1.94% | Q4 2025 | Jan 13, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | New | 376,347 | 71,878 | 10.33% | — | 147 | +376,347 | New | Q4 2025 | Jan 21, 2026 |
| CSM Advisors, LLC | History | No change | 366,983 | 70,091 | 1.9% | 1.91% | 148 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 366,370 | 69,972 | 5.69% | 5.53% | 149 | +51,658 | 16.41% | Q4 2025 | Feb 04, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 361,980 | 69,134 | 1.29% | 1.4% | 150 | -8,065 | -2.18% | Q4 2025 | Feb 06, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 358,385 | 68,447 | 3.56% | 3.81% | 151 | -23,892 | -6.25% | Q4 2025 | Jan 26, 2026 |
| Japan Science & Technology Agency | History | No change | 357,328 | 68,246 | 1.25% | 1.19% | 152 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 356,046 | 68,001 | 5.5% | 5.46% | 153 | -886 | -0.25% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 354,990 | 67,799 | 1.04% | 1.07% | 154 | -7,272 | -2.01% | Q4 2025 | Jan 20, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 353,213 | 67,460 | 4.46% | 4.56% | 155 | -6,112 | -1.7% | Q4 2025 | Jan 27, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 352,900 | 67,400 | 4.34% | 4.22% | 156 | +15,730 | 4.67% | Q4 2025 | Feb 03, 2026 |
| Advisors Capital Management, LLC | History | Added to | 351,413 | 67,116 | 0.79% | 0.77% | 157 | +17,904 | 5.37% | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 351,076 | 67,051 | 2.47% | 2.43% | 158 | +21,911 | 6.66% | Q4 2025 | Feb 06, 2026 |
| Gleason Group, Inc. | History | Added to | 350,666 | 66,973 | 6.57% | 6.5% | 159 | +3,757 | 1.08% | Q4 2025 | Jan 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 348,284 | 66,519 | 0.15% | 0.15% | 160 | +3,572 | 1.04% | Q4 2025 | Feb 11, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 348,192 | 66,501 | 2.1% | 2.16% | 161 | -7,262 | -2.04% | Q4 2025 | Jan 30, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 343,484 | 65,602 | 4.14% | 4.02% | 162 | +12,005 | 3.62% | Q4 2025 | Feb 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 342,402 | 65,395 | 1.16% | 1.29% | 163 | -4,038 | -1.17% | Q4 2025 | Jan 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 338,587 | 64,666 | 0.03% | 0.09% | 164 | -535,415 | -61.26% | Q4 2025 | Feb 10, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 337,318 | 64,424 | 13.19% | 12.44% | 165 | +11,751 | 3.61% | Q4 2025 | Feb 12, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 331,443 | 63,302 | 2.83% | 2.89% | 166 | -5,976 | -1.77% | Q4 2025 | Feb 02, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 330,447 | 63,111 | 0.72% | 0.95% | 167 | +31,912 | 10.69% | Q4 2025 | Jan 29, 2026 |
| OLIO Financial Planning | History | Added to | 325,982 | 62,259 | 17.46% | 17.35% | 168 | +8,855 | 2.79% | Q4 2025 | Jan 21, 2026 |
| Trust Co | History | Added to | 318,316 | 60,795 | 5.7% | 6.04% | 169 | +1,913 | 0.6% | Q4 2025 | Jan 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 311,253 | 59,446 | 1.2% | 1.24% | 170 | -1,356 | -0.43% | Q4 2025 | Feb 06, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 308,508 | 58,921 | 9.08% | 8.53% | 171 | +45,052 | 17.1% | Q4 2025 | Jan 15, 2026 |
| M&T BANK CORP | History | Reduced | 308,142 | 58,852 | 0.19% | 0.2% | 172 | -4,677 | -1.5% | Q4 2025 | Jan 30, 2026 |
| Blue Edge Capital, LLC | History | Added to | 305,343 | 58,317 | 7.8% | 7.93% | 173 | +6,022 | 2.01% | Q4 2025 | Feb 12, 2026 |
| Partners in Financial Planning | History | Added to | 304,877 | 58,228 | 9.86% | 9.72% | 174 | +3,401 | 1.13% | Q4 2025 | Feb 02, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 303,256 | 57,918 | 8.02% | 8.21% | 175 | +16,734 | 5.84% | Q4 2025 | Jan 09, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 291,662 | 57,856 | 3.37% | 3.43% | 176 | -2,064 | -0.7% | Q4 2025 | Jan 26, 2026 |
| Hirtle Callaghan & Co LLC | History | Reduced | 302,816 | 57,834 | 1.97% | 2.02% | 177 | -5,016 | -1.63% | Q4 2025 | Feb 04, 2026 |
| Waverly Advisors, LLC | History | Added to | 301,211 | 57,528 | 0.47% | 0.46% | 178 | +52,232 | 20.98% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 294,306 | 56,209 | 0.3% | 0.27% | 179 | +18,253 | 6.61% | Q4 2025 | Jan 12, 2026 |
| McIlrath & Eck, LLC | History | Added to | 294,179 | 56,185 | 5.22% | 5.21% | 180 | +23,772 | 8.79% | Q4 2025 | Feb 03, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 288,995 | 55,195 | 0.44% | 0.57% | 181 | -291,515 | -50.22% | Q4 2025 | Feb 13, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 283,710 | 54,185 | 2.25% | 2.18% | 182 | +10,559 | 3.87% | Q4 2025 | Feb 13, 2026 |
| Bishop & Co Investment Management, LLC | History | Added to | 282,438 | 53,942 | 17.87% | 17.41% | 183 | +3,357 | 1.2% | Q4 2025 | Jan 21, 2026 |
| Savvy Advisors, Inc. | History | Added to | 282,432 | 53,941 | 1.74% | 1.58% | 184 | +97,899 | 53.05% | Q4 2025 | Jan 20, 2026 |
| MAI Capital Management | History | Added to | 280,648 | 53,600 | 0.31% | 0.3% | 185 | +26,233 | 10.31% | Q4 2025 | Feb 13, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 276,495 | 52,807 | 6.85% | 6.79% | 186 | +16,649 | 6.41% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 276,181 | 52,747 | 0.04% | — | 187 | +276,181 | New | Q4 2025 | Feb 13, 2026 |
| Crane Advisory, LLC | History | Added to | 264,300 | 52,040 | 7.87% | 7.63% | 188 | +3,253 | 1.25% | Q4 2025 | Jan 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 267,311 | 51,053 | 2.81% | 2.87% | 189 | -4,656 | -1.71% | Q4 2025 | Feb 13, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 265,857 | 50,776 | 7.33% | 7.38% | 190 | -4,638 | -1.71% | Q4 2025 | Feb 06, 2026 |
| MCF Advisors LLC | History | Added to | 264,969 | 50,606 | 2.8% | 2.95% | 191 | +7,194 | 2.79% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 264,030 | 50,427 | 0.16% | 0.17% | 192 | -15,525 | -5.55% | Q4 2025 | Feb 02, 2026 |
| Chaney Capital Management, Inc. | History | Added to | 263,681 | 50,360 | 17.38% | 17.24% | 193 | +3,080 | 1.18% | Q4 2025 | Jan 27, 2026 |
| Cresset Asset Management, LLC | History | Added to | 255,584 | 48,814 | 0.21% | 0.21% | 194 | +3,927 | 1.56% | Q4 2025 | Feb 17, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 254,131 | 48,536 | 2.68% | 3.05% | 195 | -12,194 | -4.58% | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 252,746 | 48,271 | 0.55% | 0.68% | 196 | -1,683 | -0.66% | Q4 2025 | Feb 03, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 252,119 | 48,153 | 5.89% | 5.8% | 197 | +10,723 | 4.44% | Q4 2025 | Jan 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 251,376 | 48,010 | 0.98% | 1.06% | 198 | +4,469 | 1.81% | Q4 2025 | Feb 03, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 250,436 | 47,830 | 0.01% | 0.01% | 199 | +4,446 | 1.81% | Q4 2025 | Feb 11, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 247,174 | 47,207 | 5.16% | 4.93% | 200 | +14,947 | 6.44% | Q4 2025 | Feb 18, 2026 |
| TRUEFG, LLC | History | Added to | 245,399 | 46,868 | 12.58% | 12.59% | 201 | +1,063 | 0.44% | Q4 2025 | Jan 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 243,929 | 46,588 | 2.94% | 2.92% | 202 | +11,066 | 4.75% | Q4 2025 | Feb 06, 2026 |
| TL Private Wealth | History | Added to | 235,176 | 46,287 | 17.82% | 17.24% | 203 | +2,263 | 0.97% | Q4 2025 | Jan 12, 2026 |
| Noble Family Wealth, LLC | History | Added to | 240,499 | 45,932 | 9.68% | 9.45% | 204 | +10,627 | 4.62% | Q4 2025 | Jan 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 240,263 | 45,887 | 1.67% | 1.84% | 205 | +30,462 | 14.52% | Q4 2025 | Feb 09, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 237,644 | 45,387 | 0.09% | 0.11% | 206 | -83,626 | -26.03% | Q4 2025 | Feb 12, 2026 |
| Wealth Analytics Partners, LLC | History | New | 236,456 | 45,160 | 17.71% | — | 207 | +236,456 | New | Q4 2025 | Feb 17, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 235,133 | 44,908 | 3.88% | 3.95% | 208 | -428 | -0.18% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 231,566 | 44,226 | 0.17% | 0.17% | 209 | +4,277 | 1.88% | Q4 2025 | Feb 12, 2026 |
| Focus Financial Network, Inc. | History | Added to | 231,133 | 44,144 | 1.54% | 0.42% | 210 | +168,218 | 267.37% | Q4 2025 | Jan 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 229,528 | 43,837 | 1.51% | 1.48% | 211 | +11,089 | 5.08% | Q4 2025 | Jan 14, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 224,784 | 42,931 | 6.2% | 5.48% | 212 | +33,560 | 17.55% | Q4 2025 | Jan 23, 2026 |
| Dougherty Wealth Advisers LLC | History | Added to | 223,310 | 42,649 | 24.1% | 24.7% | 213 | +17,724 | 8.62% | Q4 2025 | Jan 29, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 222,186 | 42,435 | 2.54% | 2.33% | 214 | +6,552 | 3.04% | Q4 2025 | Jan 20, 2026 |
| COMERICA BANK | History | Added to | 220,254 | 42,066 | 0.17% | 0.15% | 215 | +1,628 | 0.74% | Q4 2025 | Jan 29, 2026 |
| HUB Investment Partners, LLC | History | Added to | 219,290 | 41,882 | 1.08% | 1.34% | 216 | +3,714 | 1.72% | Q4 2025 | Feb 17, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Added to | 218,949 | 41,817 | 23.81% | 22.75% | 217 | +8,203 | 3.89% | Q4 2025 | Feb 02, 2026 |
| Financial Advisory Corp | History | Reduced | 218,180 | 41,670 | 6.06% | 6.2% | 218 | -7,765 | -3.44% | Q4 2025 | Jan 27, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 214,953 | 41,053 | 17.59% | 16.91% | 219 | +8,184 | 3.96% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 212,730 | 40,629 | 0.72% | 0.53% | 220 | +86,626 | 68.69% | Q4 2025 | Feb 06, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 207,983 | 39,722 | 2.34% | 2.84% | 221 | -141,031 | -40.41% | Q4 2025 | Jan 30, 2026 |
| Apella Capital, LLC | History | Added to | 204,929 | 39,139 | 0.77% | 0.84% | 222 | +468 | 0.23% | Q4 2025 | Jan 21, 2026 |
| Berman McAleer LLC | History | Added to | 204,439 | 39,045 | 5.34% | 5.28% | 223 | +2,989 | 1.48% | Q4 2025 | Feb 05, 2026 |
| Wealth Alliance Advisory Group, LLC | History | Added to | 203,364 | 38,840 | 6.65% | 6.67% | 224 | +5,053 | 2.55% | Q4 2025 | Jan 29, 2026 |
| FLC Capital Advisors | History | Added to | 202,894 | 38,750 | 7.15% | 6.55% | 225 | +21,665 | 11.95% | Q4 2025 | Feb 11, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 202,237 | 38,625 | 1.2% | 1.22% | 226 | -1,432 | -0.7% | Q4 2025 | Jan 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 202,049 | 38,589 | 0.55% | 0.54% | 227 | +5,463 | 2.78% | Q4 2025 | Feb 17, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 185,957 | 38,379 | 5.48% | 4.88% | 228 | +24,243 | 14.99% | Q4 2025 | Feb 11, 2026 |
| Jacobsen Capital Management | History | Added to | 200,547 | 38,302 | 12.51% | 11.82% | 229 | +13,488 | 7.21% | Q4 2025 | Jan 26, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 198,219 | 37,857 | 1.83% | 0.97% | 230 | +112,367 | 130.88% | Q4 2025 | Jan 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 196,244 | 37,480 | 0.8% | 0.81% | 231 | +2,771 | 1.43% | Q4 2025 | Feb 05, 2026 |
| Penserra Capital Management LLC | History | Reduced | 195,597 | 37,357 | 0.44% | 0.55% | 232 | -52,195 | -21.06% | Q4 2025 | Feb 12, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 192,923 | 36,846 | 1.87% | 1.85% | 233 | +2,122 | 1.11% | Q4 2025 | Feb 03, 2026 |
| NORTHERN TRUST CORP | History | Added to | 189,548 | 36,201 | 0.0% | 0.0% | 234 | +8,044 | 4.43% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 188,387 | 35,980 | 0.17% | — | 235 | +188,387 | New | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 188,069 | 35,919 | 0.8% | 0.81% | 236 | +6,469 | 3.56% | Q4 2025 | Jan 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 185,027 | 35,338 | 0.02% | 0.01% | 237 | +99,108 | 115.35% | Q4 2025 | Feb 17, 2026 |
| AAF Wealth Management, LLC | History | Added to | 184,455 | 35,229 | 14.85% | 15.13% | 238 | +5,396 | 3.01% | Q4 2025 | Feb 06, 2026 |
| BROWN ADVISORY INC | History | Reduced | 183,328 | 35,013 | 0.05% | 0.04% | 239 | -467 | -0.25% | Q4 2025 | Feb 13, 2026 |
| Dakota Wealth Management | History | Added to | 183,226 | 34,994 | 0.62% | 0.34% | 240 | +93,055 | 103.2% | Q4 2025 | Jan 13, 2026 |
| Trustees of Dartmouth College | History | No change | 182,250 | 34,807 | 8.85% | 8.73% | 241 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 182,020 | 34,763 | 2.39% | 2.47% | 242 | -173 | -0.09% | Q4 2025 | Feb 11, 2026 |
| Sepio Capital, LP | History | Reduced | 181,516 | 34,667 | 1.9% | 2.19% | 243 | -16,848 | -8.49% | Q4 2025 | Feb 12, 2026 |
| NWAM LLC | History | Reduced | 178,489 | 34,573 | 1.93% | 1.84% | 244 | -3,383 | -1.86% | Q4 2025 | Feb 04, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 180,685 | 34,509 | 3.84% | 3.8% | 245 | +8,246 | 4.78% | Q4 2025 | Feb 13, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 179,102 | 34,206 | 5.17% | 5.13% | 246 | +4,780 | 2.74% | Q4 2025 | Jan 13, 2026 |
| MA Private Wealth | History | Added to | 178,299 | 34,053 | 5.68% | 5.38% | 247 | +6,797 | 3.96% | Q4 2025 | Feb 03, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 177,905 | 33,978 | 3.73% | 3.96% | 248 | -4,241 | -2.33% | Q4 2025 | Feb 13, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 176,221 | 33,656 | 15.11% | 15.41% | 249 | +3,831 | 2.22% | Q4 2025 | Jan 28, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 175,743 | 33,565 | 7.81% | 7.81% | 250 | +2,676 | 1.55% | Q4 2025 | Jan 14, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 175,653 | 33,547 | 6.06% | 5.81% | 251 | +2,430 | 1.4% | Q4 2025 | Jan 16, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 174,632 | 33,352 | 14.92% | 15.13% | 252 | +2,211 | 1.28% | Q4 2025 | Jan 06, 2026 |
| Sageworth Trust Co | History | Reduced | 174,303 | 33,290 | 1.43% | 1.57% | 253 | -6,108 | -3.39% | Q4 2025 | Feb 03, 2026 |
| Hilltop Partners LLC | History | Added to | 170,508 | 32,565 | 8.39% | 9.26% | 254 | +4,326 | 2.6% | Q4 2025 | Feb 10, 2026 |
| ACORN CREEK CAPITAL LLC | History | Added to | 170,047 | 32,477 | 11.67% | 11.62% | 255 | +4,976 | 3.01% | Q4 2025 | Feb 02, 2026 |
| Modern Wealth Management, LLC | History | Added to | 169,455 | 32,364 | 0.59% | 0.62% | 256 | +1,173 | 0.7% | Q4 2025 | Feb 17, 2026 |
| Bare Financial Services, Inc | History | Added to | 168,965 | 32,270 | 8.98% | 8.92% | 257 | +8,748 | 5.46% | Q4 2025 | Feb 06, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 168,363 | 32,156 | 11.16% | 11.42% | 258 | +4,413 | 2.69% | Q4 2025 | Jan 21, 2026 |
| Arbor Wealth Advisors LLC | History | Added to | 168,290 | 32,141 | 22.9% | 23.25% | 259 | +1,302 | 0.78% | Q4 2025 | Jan 12, 2026 |
| Fee-Only Financial Planning, L.C. | History | Reduced | 166,630 | 31,824 | 18.55% | 18.43% | 260 | -2,785 | -1.64% | Q4 2025 | Jan 26, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 166,336 | 31,768 | 9.19% | 8.97% | 261 | -2,085 | -1.24% | Q4 2025 | Jan 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 162,346 | 31,006 | 0.6% | 0.31% | 262 | +94,077 | 137.8% | Q4 2025 | Feb 13, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 161,112 | 30,770 | 12.18% | 11.98% | 263 | +4,168 | 2.66% | Q4 2025 | Jan 15, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 159,320 | 30,428 | 8.85% | 8.3% | 264 | -8,963 | -5.33% | Q4 2025 | Feb 06, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 157,892 | 30,155 | 0.98% | 0.94% | 265 | +4,889 | 3.2% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 156,581 | 29,905 | 1.82% | 1.88% | 266 | -1,204 | -0.76% | Q4 2025 | Feb 18, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 156,558 | 29,901 | 5.46% | 5.59% | 267 | -1,321 | -0.84% | Q4 2025 | Feb 09, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 156,185 | 29,829 | 0.61% | 0.7% | 268 | -52,755 | -25.25% | Q4 2025 | Feb 05, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 155,702 | 29,737 | 0.4% | 0.41% | 269 | -8,780 | -5.34% | Q4 2025 | Feb 13, 2026 |
| United Financial Planning Group LLC | History | Added to | 155,169 | 29,635 | 17.98% | 0.01% | 270 | +155,120 | 316571.43% | Q4 2025 | Feb 11, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | Reduced | 152,940 | 29,210 | 17.58% | 19.99% | 271 | -5,145 | -3.25% | Q4 2025 | Jan 23, 2026 |
| Waterford Advisors, LLC | History | Added to | 152,498 | 29,125 | 11.38% | 9.61% | 272 | +3,498 | 2.35% | Q4 2025 | Feb 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 152,005 | 29,031 | 0.33% | 0.31% | 273 | +9,307 | 6.52% | Q4 2025 | Jan 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 150,849 | 28,810 | 0.44% | 0.44% | 274 | +8,262 | 5.79% | Q4 2025 | Feb 12, 2026 |
| Rise Advisors, LLC | History | Reduced | 150,747 | 28,791 | 10.27% | 14.77% | 275 | -70,025 | -31.72% | Q4 2025 | Feb 11, 2026 |
| Wealth Architects, LLC | History | Reduced | 149,683 | 28,587 | 2.58% | 2.68% | 276 | -2,611 | -1.71% | Q4 2025 | Feb 17, 2026 |
| FWG Holdings, LLC | History | No change | 152,402 | 28,346 | 10.76% | 12.23% | 277 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Frisch Financial Group, Inc. | History | Added to | 146,924 | 28,060 | 6.29% | 6.22% | 278 | +4,339 | 3.04% | Q4 2025 | Feb 06, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Added to | 146,777 | 28,032 | 9.05% | 9.19% | 279 | +5,140 | 3.63% | Q4 2025 | Feb 02, 2026 |
| Rochester Wealth Strategies, LLC | History | Added to | 144,993 | 27,692 | 17.39% | 17.26% | 280 | +3,555 | 2.51% | Q4 2025 | Jan 15, 2026 |
| COURIER CAPITAL LLC | History | Added to | 144,791 | 27,653 | 1.55% | 1.54% | 281 | +960 | 0.67% | Q4 2025 | Jan 29, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 144,374 | 27,573 | 3.82% | 3.34% | 282 | +28,618 | 24.72% | Q4 2025 | Jan 23, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 144,038 | 27,509 | 4.24% | 4.59% | 283 | +3,327 | 2.36% | Q4 2025 | Jan 28, 2026 |
| Smith & Howard Wealth Management, LLC | History | Reduced | 143,348 | 27,375 | 6.16% | 6.19% | 284 | -722 | -0.5% | Q4 2025 | Feb 03, 2026 |
| Parallel Advisors, LLC | History | Reduced | 143,189 | 27,347 | 0.5% | 0.49% | 285 | -424 | -0.3% | Q4 2025 | Feb 11, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 141,892 | 27,099 | 4.21% | 4.15% | 286 | +1,890 | 1.35% | Q4 2025 | Jan 23, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 140,571 | 26,847 | 2.77% | 2.73% | 287 | +509 | 0.36% | Q4 2025 | Jan 27, 2026 |
| First PREMIER Bank | History | Added to | 139,344 | 26,613 | 6.1% | 5.84% | 288 | +1,322 | 0.96% | Q4 2025 | Jan 23, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | Added to | 138,777 | 26,505 | 2.86% | 2.61% | 289 | +5,628 | 4.23% | Q4 2025 | Feb 17, 2026 |
| Antonelli Financial Advisors, LLC | History | Added to | 138,441 | 26,441 | 17.39% | 15.34% | 290 | +17,328 | 14.31% | Q4 2025 | Jan 27, 2026 |
| TD Capital Management LLC | History | Reduced | 137,735 | 26,306 | 2.33% | 2.32% | 291 | -463 | -0.34% | Q4 2025 | Feb 26, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 137,050 | 26,175 | 2.63% | 1.32% | 292 | +69,027 | 101.48% | Q4 2025 | Jan 27, 2026 |
| 25 LLC | History | Added to | 136,400 | 26,050 | 8.27% | 8.28% | 293 | +5,965 | 4.57% | Q4 2025 | Jan 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 135,632 | 25,904 | 1.69% | 1.68% | 294 | +4,084 | 3.1% | Q4 2025 | Jan 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 135,077 | 25,798 | 0.22% | 0.2% | 295 | -4,092 | -2.94% | Q4 2025 | Jan 05, 2026 |
| Black Diamond Financial, LLC | History | Added to | 134,771 | 25,740 | 2.71% | 2.71% | 296 | +5,126 | 3.95% | Q4 2025 | Feb 03, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 134,561 | 25,699 | 9.56% | 9.04% | 297 | +12,417 | 10.17% | Q4 2025 | Feb 03, 2026 |
| Veery Capital, LLC | History | Added to | 134,419 | 25,672 | 7.88% | 7.79% | 298 | +2,153 | 1.63% | Q4 2025 | Jan 27, 2026 |
| Parker Financial LLC | History | Added to | 134,090 | 25,610 | 10.39% | 10.23% | 299 | +303 | 0.23% | Q4 2025 | Feb 03, 2026 |
| Certified Advisory Corp | History | Added to | 133,139 | 25,428 | 2.32% | 2.35% | 300 | +596 | 0.45% | Q4 2025 | Jan 12, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 132,245 | 25,257 | 9.18% | 9.34% | 301 | +1,030 | 0.78% | Q4 2025 | Jan 27, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 131,556 | 25,125 | 3.22% | 4.03% | 302 | -13,809 | -9.5% | Q4 2025 | Feb 10, 2026 |
| Evolution Advisers, Inc. | History | Added to | 131,486 | 25,112 | 10.87% | 10.75% | 303 | +3,574 | 2.79% | Q4 2025 | Jan 23, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 131,334 | 25,083 | 3.5% | 3.58% | 304 | +5,564 | 4.42% | Q4 2025 | Feb 09, 2026 |
| Prospera Financial Services Inc | History | Reduced | 130,554 | 24,948 | 0.41% | 0.43% | 305 | -5,441 | -4.0% | Q4 2025 | Feb 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 130,382 | 24,901 | 0.05% | 0.05% | 306 | +33,615 | 34.74% | Q4 2025 | Feb 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 130,047 | 24,838 | 0.48% | 0.5% | 307 | -2,701 | -2.03% | Q4 2025 | Feb 12, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 129,802 | 24,790 | 1.59% | 1.52% | 308 | +6,904 | 5.62% | Q4 2025 | Feb 04, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 129,464 | 24,726 | 0.87% | 0.9% | 309 | +3,333 | 2.64% | Q4 2025 | Feb 04, 2026 |
| REAP Financial Group, LLC | History | Added to | 129,239 | 24,683 | 5.01% | 4.72% | 310 | +12,754 | 10.95% | Q4 2025 | Feb 10, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 128,907 | 24,620 | 0.64% | 0.73% | 311 | +384 | 0.3% | Q4 2025 | Feb 02, 2026 |
| BEACON FINANCIAL GROUP | History | New | 128,741 | 24,588 | 2.45% | — | 312 | +128,741 | New | Q4 2025 | Apr 01, 2026 |
| SOL Capital Management CO | History | Reduced | 128,036 | 24,454 | 2.2% | 2.18% | 313 | -2,432 | -1.86% | Q4 2025 | Jan 30, 2026 |
| Clayton Financial Group LLC | History | Added to | 128,026 | 24,451 | 12.47% | 15.84% | 314 | +11,737 | 10.09% | Q4 2025 | Jan 21, 2026 |
| Compound Planning, Inc. | History | Reduced | 127,779 | 24,404 | 0.72% | 0.82% | 315 | -7,421 | -5.49% | Q4 2025 | Feb 19, 2026 |
| Shore Point Advisors, LLC | History | Added to | 226,259 | 24,163 | 10.23% | 10.22% | 316 | +102,347 | 82.6% | Q4 2025 | Jan 23, 2026 |
| Elm Partners Management LLC | History | Added to | 125,961 | 24,057 | 1.09% | 1.07% | 317 | +11,018 | 9.59% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | Added to | 125,729 | 24,013 | 0.51% | 0.51% | 318 | +1,472 | 1.18% | Q4 2025 | Feb 02, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 124,741 | 23,824 | 3.37% | 3.6% | 319 | +2,640 | 2.16% | Q4 2025 | Jan 12, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 119,698 | 23,651 | 0.58% | 0.59% | 320 | -1,266 | -1.05% | Q4 2025 | Jan 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 121,482 | 23,201 | 0.46% | 0.48% | 321 | -1,515 | -1.23% | Q4 2025 | Jan 14, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 119,354 | 22,795 | 0.94% | 0.91% | 322 | +969 | 0.82% | Q4 2025 | Feb 05, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 117,538 | 22,610 | 0.32% | 0.3% | 323 | +12,949 | 12.38% | Q4 2025 | Feb 05, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 117,874 | 22,512 | 5.92% | 6.4% | 324 | -503 | -0.42% | Q4 2025 | Feb 13, 2026 |
| Boyd Wealth Management, LLC | History | Reduced | 117,790 | 22,496 | 9.54% | 9.56% | 325 | -1,262 | -1.06% | Q4 2025 | Jan 28, 2026 |
| Advantage Trust Co | History | Added to | 117,505 | 22,442 | 10.11% | 8.53% | 326 | +16,224 | 16.02% | Q4 2025 | Jan 29, 2026 |
| Compton Wealth Advisory Group, LLC | History | Reduced | 117,467 | 22,435 | 4.9% | 5.09% | 327 | -564 | -0.48% | Q4 2025 | Jan 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 117,038 | 22,353 | 1.03% | 1.02% | 328 | -1,608 | -1.36% | Q4 2025 | Feb 17, 2026 |
| Oak Root LLC | History | Reduced | 116,982 | 22,342 | 2.7% | 2.6% | 329 | -3,228 | -2.69% | Q4 2025 | Jan 16, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 115,872 | 22,246 | 0.73% | 0.75% | 330 | -1,144 | -0.98% | Q4 2025 | Feb 13, 2026 |
| Stephens Consulting, LLC | History | Added to | 115,522 | 22,063 | 7.13% | 7.37% | 331 | +13 | 0.01% | Q4 2025 | Jan 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 115,377 | 22,035 | 3.55% | 3.09% | 332 | +22,875 | 24.73% | Q4 2025 | Feb 17, 2026 |
| E&R Wealth Management, LLC | History | New | 115,235 | 22,008 | 22.97% | — | 333 | +115,235 | New | Q4 2025 | Feb 11, 2026 |
| BOKF, NA | History | Reduced | 114,889 | 21,942 | 0.34% | 0.34% | 334 | -6,892 | -5.66% | Q4 2025 | Feb 03, 2026 |
| Spire Wealth Management | History | Reduced | 114,767 | 21,919 | 0.73% | 0.75% | 335 | -2,620 | -2.23% | Q4 2025 | Jan 14, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 114,761 | 21,918 | 0.72% | 0.91% | 336 | -25,379 | -18.11% | Q4 2025 | Feb 03, 2026 |
| FIRST HORIZON CORP | History | Added to | 114,721 | 21,910 | 0.98% | 0.96% | 337 | +5,532 | 5.07% | Q4 2025 | Jan 27, 2026 |
| Firestone Capital Management | History | Reduced | 112,823 | 21,548 | 4.57% | 4.55% | 338 | -103 | -0.09% | Q4 2025 | Feb 09, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 112,199 | 21,428 | 1.97% | 1.96% | 339 | -395 | -0.35% | Q4 2025 | Jan 12, 2026 |
| MTC Wealth Management LLC | History | Reduced | 112,138 | 21,417 | 10.05% | 9.89% | 340 | -1,720 | -1.51% | Q4 2025 | Jan 15, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 111,969 | 21,385 | 3.68% | 3.91% | 341 | -137 | -0.12% | Q4 2025 | Jan 07, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 111,154 | 21,229 | 3.65% | 3.25% | 342 | +3,328 | 3.09% | Q4 2025 | Feb 13, 2026 |
| Compass Planning Associates Inc | History | Reduced | 111,132 | 21,225 | 14.7% | 21.37% | 343 | -13,799 | -11.05% | Q4 2025 | Jan 22, 2026 |
| Nabity-Jensen Investment Management Inc | History | Added to | 110,891 | 21,179 | 14.34% | 14.15% | 344 | +1,411 | 1.29% | Q4 2025 | Jan 26, 2026 |
| Schwallier Wealth Management LLC | History | Reduced | 105,642 | 21,102 | 13.48% | 12.98% | 345 | -5,879 | -5.27% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 109,879 | 20,985 | 1.48% | 1.57% | 346 | +3,780 | 3.56% | Q4 2025 | Jan 21, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 109,844 | 20,979 | 5.68% | 3.22% | 347 | +3,062 | 2.87% | Q4 2025 | Jan 27, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 108,606 | 20,742 | 10.52% | 10.35% | 348 | +4,432 | 4.25% | Q4 2025 | Feb 17, 2026 |
| Campbell Deegan Wealth Management, LLC | History | Added to | 108,134 | 20,652 | 16.67% | 17.48% | 349 | +3,171 | 3.02% | Q4 2025 | Jan 22, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 107,349 | 20,502 | 11.22% | 10.52% | 350 | +5,809 | 5.72% | Q4 2025 | Jan 28, 2026 |
| Elite Financial, Inc. | History | Added to | 106,615 | 20,362 | 9.26% | 9.07% | 351 | +687 | 0.65% | Q4 2025 | Feb 12, 2026 |
| Visionary Wealth Advisors | History | Added to | 106,476 | 20,335 | 0.92% | 0.86% | 352 | +7,466 | 7.54% | Q4 2025 | Feb 13, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 105,500 | 20,149 | 9.95% | 10.14% | 353 | -544 | -0.51% | Q4 2025 | Jan 23, 2026 |
| VestGen Advisors, LLC | History | Reduced | 105,029 | 20,059 | 0.85% | 1.87% | 354 | -195,315 | -65.03% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | Added to | 105,000 | 20,053 | 0.38% | 0.4% | 355 | +1,263 | 1.22% | Q4 2025 | Feb 03, 2026 |
| STAR Financial Bank | History | Added to | 104,564 | 19,970 | 10.2% | 8.59% | 356 | +26,705 | 34.3% | Q4 2025 | Feb 13, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 103,156 | 19,889 | 7.72% | 6.22% | 357 | +25,415 | 32.69% | Q4 2025 | Jan 21, 2026 |
| AE Wealth Management LLC | History | Added to | 103,606 | 19,787 | 0.11% | 0.12% | 358 | +5,750 | 5.88% | Q4 2025 | Jan 26, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 103,562 | 19,779 | 0.01% | 0.01% | 359 | -1,335 | -1.27% | Q4 2025 | Feb 17, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 103,455 | 19,758 | 13.34% | 13.33% | 360 | +3,900 | 3.92% | Q4 2025 | Jan 15, 2026 |
| Sightline Wealth Advisors, LLC | History | Reduced | 103,396 | 19,747 | 8.42% | 8.82% | 361 | -1,319 | -1.26% | Q4 2025 | Jan 26, 2026 |
| Steele Capital Management, Inc. | History | Added to | 103,185 | 19,707 | 0.85% | 0.78% | 362 | +9,522 | 10.17% | Q4 2025 | Jan 27, 2026 |
| SWP FINANCIAL LLC | History | Added to | 102,549 | 19,585 | 9.83% | 7.77% | 363 | +20,757 | 25.38% | Q4 2025 | Jan 16, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 102,294 | 19,537 | 3.09% | 3.09% | 364 | +987 | 0.97% | Q4 2025 | Feb 24, 2026 |
| Prism Advisors, Inc. | History | Reduced | 101,637 | 19,411 | 5.17% | 5.7% | 365 | -11,488 | -10.16% | Q4 2025 | Jan 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 101,548 | 19,394 | 0.24% | 0.24% | 366 | -12,022 | -10.59% | Q4 2025 | Feb 11, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 101,053 | 19,300 | 4.26% | 3.58% | 367 | +18,227 | 22.01% | Q4 2025 | Feb 04, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 100,969 | 19,284 | 13.69% | — | 368 | +100,969 | New | Q4 2025 | Jan 26, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 100,648 | 19,222 | 9.39% | 9.08% | 369 | +1,931 | 1.96% | Q4 2025 | Feb 09, 2026 |
| ASPIRIANT, LLC | History | Reduced | 100,607 | 19,214 | 0.55% | 0.58% | 370 | -1,777 | -1.74% | Q4 2025 | Jan 20, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 100,407 | 19,176 | 0.0% | 0.0% | 371 | -48,963 | -32.78% | Q4 2025 | Feb 12, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 99,977 | 19,094 | 2.11% | 2.08% | 372 | +2,490 | 2.55% | Q4 2025 | Feb 06, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 99,855 | 19,071 | 4.24% | 3.99% | 373 | -2,926 | -2.85% | Q4 2025 | Jan 16, 2026 |
| Legacy Edge Advisors, LLC | History | New | 99,732 | 19,047 | 2.09% | — | 374 | +99,732 | New | Q4 2025 | Feb 02, 2026 |
| Perkins Coie Trust Co | History | Added to | 99,435 | 18,990 | 3.54% | 3.44% | 375 | +1,311 | 1.34% | Q4 2025 | Jan 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 216,965 | 18,949 | 0.46% | 0.77% | 376 | +593 | 0.27% | Q4 2025 | Feb 11, 2026 |
| Midwest Financial Partners Investments, Inc. | History | New | 98,887 | 18,886 | 10.49% | — | 377 | +98,887 | New | Q4 2025 | Feb 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 98,869 | 18,883 | 3.99% | 4.06% | 378 | -236 | -0.24% | Q4 2025 | Feb 10, 2026 |
| NBT BANK N A /NY | History | Added to | 2,143 | 18,723 | 1.21% | 1.21% | 379 | +728 | 51.45% | Q4 2025 | Jan 23, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 97,956 | 18,708 | 7.84% | 7.97% | 380 | +2,250 | 2.35% | Q4 2025 | Feb 03, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 96,437 | 18,418 | 0.27% | 0.22% | 381 | +18,937 | 24.43% | Q4 2025 | Feb 09, 2026 |
| Weaver Capital Management LLC | History | Added to | 95,347 | 18,210 | 3.84% | 2.82% | 382 | +25,506 | 36.52% | Q4 2025 | Jan 22, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 95,135 | 18,169 | 4.93% | 5.06% | 383 | -498 | -0.52% | Q4 2025 | Jan 27, 2026 |
| Falcon Wealth Planning | History | Reduced | 94,940 | 18,132 | 1.53% | 1.61% | 384 | -1,106 | -1.15% | Q4 2025 | Feb 03, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 94,480 | 18,044 | 4.66% | 4.47% | 385 | +3,262 | 3.58% | Q4 2025 | Feb 06, 2026 |
| Rinkey Investments | History | Added to | 93,497 | 17,856 | 4.53% | 4.47% | 386 | +3,232 | 3.58% | Q4 2025 | Feb 04, 2026 |
| Beacon Financial Strategies CORP | History | Reduced | 93,449 | 17,847 | 9.96% | 10.29% | 387 | -87 | -0.09% | Q4 2025 | Jan 12, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 92,503 | 17,667 | 3.21% | 0.27% | 388 | -6 | -0.01% | Q4 2025 | Mar 04, 2026 |
| Souders Financial Advisors | History | Added to | 91,860 | 17,544 | 2.01% | 1.96% | 389 | +3,691 | 4.19% | Q4 2025 | Feb 02, 2026 |
| BLUELINE ADVISORS LLC | History | New | 91,449 | 17,465 | 14.25% | — | 390 | +91,449 | New | Q4 2025 | Feb 10, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 90,975 | 17,375 | 5.43% | 5.07% | 391 | +8,425 | 10.21% | Q4 2025 | Feb 10, 2026 |
| Well Done, LLC | History | Added to | 90,966 | 17,373 | 2.6% | 0.91% | 392 | +62,422 | 218.69% | Q4 2025 | Jan 13, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 90,629 | 17,309 | 1.69% | 1.68% | 393 | +119 | 0.13% | Q4 2025 | Jan 29, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Reduced | 90,610 | 17,305 | 4.55% | 9.84% | 394 | -97,342 | -51.79% | Q4 2025 | Feb 06, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 90,257 | 17,238 | 5.5% | 5.37% | 395 | +1,580 | 1.78% | Q4 2025 | Jan 21, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 90,154 | 17,218 | 0.33% | 0.35% | 396 | -4,529 | -4.78% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 90,095 | 17,207 | 0.35% | 0.36% | 397 | +5,946 | 7.07% | Q4 2025 | Feb 09, 2026 |
| CX Institutional | History | Added to | 89,672 | 17,126 | 0.51% | 0.47% | 398 | +5,782 | 6.89% | Q4 2025 | Feb 02, 2026 |
| Affiance Financial, LLC | History | Added to | 89,155 | 17,027 | 2.74% | 2.69% | 399 | +9,925 | 12.53% | Q4 2025 | Jan 21, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 88,514 | 16,988 | 4.08% | 2.72% | 401 | +33,294 | 60.29% | Q4 2025 | Feb 27, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 88,951 | 16,988 | 0.43% | 0.44% | 400 | -854 | -0.95% | Q4 2025 | Feb 06, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 88,781 | 16,965 | 0.5% | 0.98% | 402 | +5,078 | 6.07% | Q4 2025 | Feb 13, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 88,221 | 16,849 | 1.48% | 1.4% | 403 | +3,746 | 4.43% | Q4 2025 | Feb 06, 2026 |
| LM Advisors LLC | History | Reduced | 3,199 | 16,747 | 0.3% | 0.46% | 404 | -13,893 | -81.28% | Q4 2025 | Feb 13, 2026 |
| Greenbush Financial Group, LLC | History | Added to | 86,671 | 16,553 | 5.63% | 5.54% | 405 | +9,284 | 12.0% | Q4 2025 | Jan 20, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 86,485 | 16,517 | 0.18% | 0.19% | 406 | +1,899 | 2.25% | Q4 2025 | Feb 02, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 86,453 | 16,511 | 2.88% | 2.79% | 407 | +3,585 | 4.33% | Q4 2025 | Feb 02, 2026 |
| NOVEM GROUP | History | Added to | 86,196 | 16,462 | 1.89% | 1.87% | 408 | +774 | 0.91% | Q4 2025 | Jan 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 85,989 | 16,422 | 0.4% | 0.4% | 409 | +3,091 | 3.73% | Q4 2025 | Jan 29, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Added to | 85,885 | 16,403 | 4.92% | 3.82% | 410 | +21,119 | 32.61% | Q4 2025 | Jan 23, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 85,748 | 16,377 | 4.28% | 4.35% | 411 | -84 | -0.1% | Q4 2025 | Feb 02, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 85,291 | 16,289 | 11.02% | 10.26% | 412 | +8,447 | 10.99% | Q4 2025 | Feb 10, 2026 |
| Essex Financial Services, Inc. | History | Added to | 84,849 | 16,205 | 0.92% | 0.93% | 413 | +1,626 | 1.95% | Q4 2025 | Feb 10, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | Added to | 84,593 | 16,156 | 4.9% | 4.67% | 414 | +2,662 | 3.25% | Q4 2025 | Feb 10, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 84,570 | 16,151 | 5.65% | 5.65% | 415 | +2,672 | 3.26% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Added to | 84,490 | 16,136 | 0.56% | 0.56% | 416 | +1,432 | 1.72% | Q4 2025 | Jan 13, 2026 |
| Berger Financial Group, Inc | History | Added to | 84,021 | 16,047 | 0.93% | 0.91% | 417 | +2,748 | 3.38% | Q4 2025 | Jan 27, 2026 |
| Plum Street Advisors, LLC | History | Added to | 83,633 | 15,973 | 5.69% | 5.81% | 418 | +2,948 | 3.65% | Q4 2025 | Feb 13, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 83,144 | 15,879 | 1.22% | 1.38% | 419 | -8,558 | -9.33% | Q4 2025 | Jan 23, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 83,000 | 15,852 | 0.04% | 0.05% | 420 | +450 | 0.55% | Q4 2025 | Jan 26, 2026 |
| IHT Wealth Management, LLC | History | Added to | 82,797 | 15,813 | 0.38% | 0.36% | 421 | +7,349 | 9.74% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | Added to | 82,359 | 15,729 | 0.26% | 0.1% | 422 | +56,658 | 220.45% | Q4 2025 | Mar 12, 2026 |
| Lutz Financial Services LLC | History | Reduced | 81,790 | 15,621 | 1.06% | 1.11% | 423 | -701 | -0.85% | Q4 2025 | Feb 06, 2026 |
| Prosperity Advisers, LLC | History | New | 81,481 | 15,562 | 12.85% | — | 424 | +81,481 | New | Q4 2025 | Jan 23, 2026 |
| MATAURO, LLC | History | Added to | 81,449 | 15,555 | 2.34% | 2.31% | 426 | +3,576 | 4.59% | Q4 2025 | Jan 16, 2026 |
| Composition Wealth, LLC | History | Reduced | 81,446 | 15,555 | 0.22% | 0.23% | 425 | -987 | -1.2% | Q4 2025 | Feb 02, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 81,110 | 15,491 | 0.24% | 0.28% | 427 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 81,057 | 15,481 | 1.04% | 1.05% | 428 | +1,397 | 1.75% | Q4 2025 | Jan 13, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 81,014 | 15,472 | 1.49% | 1.2% | 429 | +4,738 | 6.21% | Q4 2025 | Jan 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 80,874 | 15,446 | 0.19% | 0.18% | 430 | +4,755 | 6.25% | Q4 2025 | Jan 26, 2026 |
| Wealthfront Advisers LLC | History | Added to | 80,847 | 15,440 | 0.03% | 0.03% | 431 | +6,878 | 9.3% | Q4 2025 | Jan 30, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 80,758 | 15,424 | 0.05% | 0.05% | 432 | +280 | 0.35% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 80,551 | 15,384 | 0.57% | 1.38% | 433 | -32,211 | -28.57% | Q4 2025 | Feb 04, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 80,490 | 15,372 | 0.18% | 0.25% | 434 | -67,935 | -45.77% | Q4 2025 | Feb 13, 2026 |
| TKG Advisors, LLC | History | Added to | 80,051 | 15,289 | 6.17% | 6.34% | 435 | +638 | 0.8% | Q4 2025 | Jan 29, 2026 |
| CGN Advisors LLC | History | Added to | 79,874 | 15,255 | 1.21% | 1.18% | 436 | +2,826 | 3.67% | Q4 2025 | Jan 05, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 79,678 | 15,217 | 4.29% | 4.26% | 437 | +1,399 | 1.79% | Q4 2025 | Jan 23, 2026 |
| AJ Advisors, LLC | History | Added to | 79,125 | 15,112 | 5.58% | 5.76% | 438 | +3,694 | 4.9% | Q4 2025 | Jan 21, 2026 |
| Inlight Wealth Management, LLC | History | Added to | 79,037 | 15,095 | 5.53% | 5.38% | 439 | +17,562 | 28.57% | Q4 2025 | Jan 23, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 78,921 | 15,073 | 6.1% | 6.09% | 440 | +2,787 | 3.66% | Q4 2025 | Jan 22, 2026 |
| IFG Advisory, LLC | History | Added to | 78,637 | 15,018 | 0.65% | 0.65% | 441 | +1,911 | 2.49% | Q4 2025 | Feb 10, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 78,501 | 14,992 | 3.39% | 3.61% | 442 | +817 | 1.05% | Q4 2025 | Feb 11, 2026 |
| Members Advisory Group LLC | History | Reduced | 77,184 | 14,743 | 5.56% | 7.03% | 443 | -29,327 | -27.53% | Q4 2025 | Jan 27, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 77,041 | 14,714 | 4.89% | 4.64% | 444 | +7,052 | 10.08% | Q4 2025 | Jan 27, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 76,894 | 14,685 | 7.43% | 5.34% | 445 | +21,118 | 37.86% | Q4 2025 | Jan 21, 2026 |
| Breakwater Capital Group | History | Added to | 76,516 | 14,613 | 2.04% | 2.09% | 446 | +702 | 0.93% | Q4 2025 | Jan 09, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 76,282 | 14,569 | 1.21% | 1.28% | 447 | -1,244 | -1.6% | Q4 2025 | Feb 09, 2026 |
| Brooklyn Investment Group | History | Added to | 75,297 | 14,501 | 0.67% | 0.09% | 448 | +71,650 | 1964.63% | Q4 2025 | Feb 12, 2026 |
| E&G Advisors, LP | History | Added to | 75,496 | 14,415 | 3.22% | 3.24% | 449 | +877 | 1.18% | Q4 2025 | Jan 23, 2026 |
| COMMERCE BANK | History | Added to | 75,424 | 14,405 | 0.08% | 0.07% | 450 | +10,200 | 15.64% | Q4 2025 | Feb 13, 2026 |
| Emerald Advisors, LLC | History | Reduced | 75,321 | 14,385 | 1.96% | 2.01% | 451 | -5,968 | -7.34% | Q4 2025 | Jan 27, 2026 |
| Latigo Investments, LLC | History | No change | 74,917 | 14,308 | 7.04% | 7.04% | 452 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 74,859 | 14,297 | 0.12% | 0.08% | 453 | +25,312 | 51.09% | Q4 2025 | Feb 05, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 74,600 | 14,247 | 0.84% | 0.43% | 454 | +41,018 | 122.14% | Q4 2025 | Feb 10, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 74,550 | 14,238 | 0.25% | 0.28% | 455 | +1,660 | 2.28% | Q4 2025 | Jan 16, 2026 |
| Sowell Financial Services LLC | History | Added to | 73,666 | 14,069 | 0.52% | 0.52% | 456 | +1,053 | 1.45% | Q4 2025 | Jan 21, 2026 |
| Pearl Planning LLC | History | New | 73,188 | 13,978 | 8.55% | — | 457 | +73,188 | New | Q4 2025 | Feb 03, 2026 |
| Payne Capital Management, LLC | History | Added to | 73,149 | 13,970 | 4.41% | 4.34% | 458 | +903 | 1.25% | Q4 2025 | Feb 02, 2026 |
| DiPaolo Financial Group, Inc. | History | New | 73,061 | 13,953 | 14.85% | — | 459 | +73,061 | New | Q4 2025 | Feb 24, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 906,888 | 13,908 | 1.1% | 1.19% | 460 | +3,642 | 0.4% | Q4 2025 | Feb 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 72,389 | 13,825 | 0.23% | — | 461 | +72,389 | New | Q4 2025 | Feb 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | New | 72,300 | 13,808 | 0.03% | — | 462 | +72,300 | New | Q4 2025 | Feb 10, 2026 |
| Perfromance Wealth Partners, LLC | History | Added to | 71,788 | 13,710 | 0.37% | 0.27% | 463 | +20,794 | 40.78% | Q4 2025 | Jan 21, 2026 |
| Krilogy Financial LLC | History | Reduced | 68,894 | 13,658 | 0.46% | 0.49% | 464 | -995 | -1.42% | Q4 2025 | Jan 27, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | Reduced | 70,111 | 13,647 | 7.26% | 7.31% | 465 | -3,639 | -4.93% | Q4 2025 | Jan 06, 2026 |
| CJM Wealth Advisers, Ltd. | History | Reduced | 71,425 | 13,641 | 4.08% | 4.71% | 466 | -10,858 | -13.2% | Q4 2025 | Jan 23, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 70,959 | 13,552 | 4.16% | 4.2% | 467 | +4,095 | 6.12% | Q4 2025 | Feb 02, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 70,676 | 13,510 | 0.15% | 0.14% | 468 | +4,559 | 6.9% | Q4 2025 | Feb 02, 2026 |
| Cooksen Wealth, LLC | History | Added to | 70,477 | 13,460 | 9.85% | 9.79% | 469 | +172 | 0.24% | Q4 2025 | Jan 20, 2026 |
| Thayer Financial, L.L.C. | History | New | 70,463 | 13,457 | 14.22% | — | 470 | +70,463 | New | Q4 2025 | Jan 12, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 70,293 | 13,425 | 2.95% | — | 471 | +70,293 | New | Q4 2025 | Feb 18, 2026 |
| Sigma Planning Corp | History | Added to | 70,078 | 13,410 | 0.37% | 0.36% | 472 | +1,796 | 2.63% | Q4 2025 | Jan 30, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 70,047 | 13,378 | 3.7% | 3.46% | 473 | +5,258 | 8.12% | Q4 2025 | Jan 07, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 69,388 | 13,348 | 0.51% | 0.42% | 474 | +32,532 | 88.27% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 69,884 | 13,347 | 0.13% | 0.13% | 475 | +2,484 | 3.69% | Q4 2025 | Feb 13, 2026 |
| Cercano Management LLC | History | No change | 69,120 | 13,201 | 0.5% | 0.49% | 476 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Prosperitas Financial LLC | History | Added to | 69,030 | 13,184 | 5.13% | 5.3% | 477 | +475 | 0.69% | Q4 2025 | Feb 04, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Reduced | 68,943 | 13,167 | 4.46% | 4.62% | 478 | -253 | -0.37% | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 68,876 | 13,154 | 0.3% | 0.36% | 479 | -5,804 | -7.77% | Q4 2025 | Feb 06, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 68,639 | 13,109 | 0.99% | 1.01% | 480 | +1,800 | 2.69% | Q4 2025 | Jan 09, 2026 |
| Erste Asset Management GmbH | History | Added to | 68,600 | 13,101 | 0.11% | 0.05% | 481 | +38,700 | 129.43% | Q4 2025 | Feb 11, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 68,376 | 13,059 | 1.05% | 1.02% | 482 | +5,877 | 9.4% | Q4 2025 | Feb 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 68,344 | 13,053 | 0.61% | 0.59% | 483 | +2,898 | 4.43% | Q4 2025 | Feb 13, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 68,229 | 13,031 | 5.24% | 5.2% | 484 | -3,765 | -5.23% | Q4 2025 | Feb 11, 2026 |
| Boston Partners | History | Added to | 67,980 | 12,983 | 0.01% | 0.01% | 485 | +5,593 | 8.97% | Q4 2025 | Feb 13, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Added to | 66,474 | 12,695 | 6.84% | 6.78% | 486 | +3,078 | 4.86% | Q4 2025 | Jan 29, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 66,344 | 12,671 | 0.37% | 0.28% | 487 | +20,128 | 43.55% | Q4 2025 | Feb 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 66,317 | 12,665 | 0.18% | 0.18% | 488 | -12,502 | -15.86% | Q4 2025 | Feb 02, 2026 |
| Americana Partners, LLC | History | Reduced | 66,167 | 12,637 | 0.35% | 0.39% | 489 | -2,992 | -4.33% | Q4 2025 | Feb 06, 2026 |
| SouthState Bank Corp | History | Reduced | 65,924 | 12,590 | 0.56% | 0.59% | 490 | -2,604 | -3.8% | Q4 2025 | Feb 11, 2026 |
| Meramec Financial Planners, LLC | History | New | 60,932 | 12,575 | 4.9% | — | 491 | +60,932 | New | Q4 2025 | Feb 10, 2026 |
| Trust Co of the South | History | Reduced | 65,600 | 12,528 | 2.01% | 2.06% | 492 | -1,055 | -1.58% | Q4 2025 | Jan 05, 2026 |
| Greenhouse Wealth Management, LLC | History | Reduced | 65,586 | 12,526 | 7.41% | 7.51% | 493 | -1,460 | -2.18% | Q4 2025 | Jan 21, 2026 |
| Leeward Financial Partners, LLC | History | Added to | 65,576 | 12,524 | 3.52% | 3.44% | 494 | +736 | 1.14% | Q4 2025 | Feb 09, 2026 |
| MAYPORT, LLC | History | Reduced | 65,482 | 12,506 | 2.52% | 2.72% | 495 | -1,933 | -2.87% | Q4 2025 | Jan 21, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 65,343 | 12,479 | 4.94% | 4.89% | 496 | +6,504 | 11.05% | Q4 2025 | Feb 02, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 64,957 | 12,406 | 2.85% | 2.82% | 497 | +1,982 | 3.15% | Q4 2025 | Jan 06, 2026 |
| Guardian Wealth Management, Inc. | History | New | 64,925 | 12,400 | 7.28% | — | 498 | +64,925 | New | Q4 2025 | Feb 13, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 62,921 | 12,389 | 0.83% | 0.81% | 499 | +7,074 | 12.67% | Q4 2025 | Feb 13, 2026 |
| Zhang Financial LLC | History | Reduced | 64,782 | 12,372 | 0.46% | 0.49% | 500 | -463 | -0.71% | Q4 2025 | Feb 10, 2026 |
| Refined Wealth Management | History | Reduced | 64,777 | 12,371 | 8.33% | 7.79% | 501 | -224 | -0.34% | Q4 2025 | Jan 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 64,522 | 12,323 | 0.4% | 0.08% | 502 | +53,926 | 508.93% | Q4 2025 | Feb 13, 2026 |
| Cooper Capital Advisors LLC | History | Added to | 64,198 | 12,261 | 7.72% | 7.73% | 503 | +68 | 0.11% | Q4 2025 | Feb 12, 2026 |
| Five Pine Wealth Management | History | Added to | 64,028 | 12,228 | 7.84% | 7.97% | 504 | +779 | 1.23% | Q4 2025 | Jan 21, 2026 |
| Mokosak Advisory Group, LLC | History | Added to | 63,956 | 12,214 | 3.07% | 3.04% | 505 | +1,725 | 2.77% | Q4 2025 | Feb 03, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 62,774 | 11,989 | 2.19% | 2.16% | 506 | -1,129 | -1.77% | Q4 2025 | Feb 17, 2026 |
| 5th Street Advisors, LLC | History | Reduced | 62,642 | 11,964 | 5.59% | 6.42% | 507 | -6,897 | -9.92% | Q4 2025 | Jan 30, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 62,258 | 11,890 | 0.09% | 0.09% | 508 | +5,789 | 10.25% | Q4 2025 | Jan 14, 2026 |
| Traveka Wealth, LLC | History | Added to | 62,123 | 11,864 | 4.83% | 5.11% | 509 | +788 | 1.28% | Q4 2025 | Jan 08, 2026 |
| CENTRAL TRUST Co | History | Added to | 61,867 | 11,815 | 0.23% | 0.24% | 510 | +421 | 0.69% | Q4 2025 | Feb 02, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Added to | 61,465 | 11,739 | 5.68% | 5.61% | 511 | +1,066 | 1.76% | Q4 2025 | Jan 14, 2026 |
| Safir Wealth Advisors, LLC | History | Reduced | 61,181 | 11,685 | 8.19% | 8.1% | 512 | -336 | -0.55% | Q4 2025 | Jan 06, 2026 |
| WealthShield Partners, LLC | History | Reduced | 61,162 | 11,681 | 1.29% | 1.34% | 513 | -2,296 | -3.62% | Q4 2025 | Feb 03, 2026 |
| Kovack Advisors, Inc. | History | Added to | 60,969 | 11,644 | 0.54% | 0.69% | 514 | +21,833 | 55.79% | Q4 2025 | Feb 17, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 60,890 | 11,629 | 2.63% | 0.88% | 515 | +41,460 | 213.38% | Q4 2025 | Jan 26, 2026 |
| Midwest Trust Co | History | Added to | 60,762 | 11,604 | 0.14% | 0.11% | 516 | +15,602 | 34.55% | Q4 2025 | Feb 04, 2026 |
| Cordoba Advisory Partners LLC | History | New | 60,649 | 11,583 | 2.86% | — | 518 | +60,649 | New | Q4 2025 | Feb 13, 2026 |
| FF Advisors,LLC | History | Added to | 60,650 | 11,583 | 5.16% | 4.83% | 517 | +6,473 | 11.95% | Q4 2025 | Feb 13, 2026 |
| Keystone Financial Group | History | Reduced | 60,538 | 11,562 | 0.86% | 0.88% | 519 | -1,196 | -1.94% | Q4 2025 | Feb 06, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 60,442 | 11,543 | 0.37% | 0.42% | 520 | -1,510 | -2.44% | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | Reduced | 60,368 | 11,529 | 0.24% | 0.28% | 521 | -1,715 | -2.76% | Q4 2025 | Jan 28, 2026 |
| G&S Capital LLC | History | Reduced | 60,247 | 11,506 | 4.07% | 4.18% | 522 | -463 | -0.76% | Q4 2025 | Jan 28, 2026 |
| Hurley Capital, LLC | History | Added to | 60,210 | 11,499 | 6.44% | 6.25% | 523 | +614 | 1.03% | Q4 2025 | Feb 17, 2026 |
| Ellevest, Inc. | History | Added to | 60,085 | 11,475 | 1.59% | 1.57% | 524 | +1,261 | 2.14% | Q4 2025 | Feb 10, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 60,032 | 11,465 | 0.86% | 0.87% | 525 | +3,262 | 5.75% | Q4 2025 | Jan 07, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 59,870 | 11,434 | 0.59% | 0.58% | 526 | +3,465 | 6.14% | Q4 2025 | Feb 05, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 59,820 | 11,425 | 2.78% | 2.3% | 527 | +16,727 | 38.82% | Q4 2025 | Jan 07, 2026 |
| EdgeRock Capital LLC | History | Reduced | 59,770 | 11,415 | 3.04% | 3.27% | 528 | -3,283 | -5.21% | Q4 2025 | Jan 14, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 59,763 | 11,414 | 3.1% | 3.06% | 529 | +668 | 1.13% | Q4 2025 | Feb 06, 2026 |
| American Investment Services, Inc. | History | Added to | 59,640 | 11,390 | 2.64% | 2.64% | 530 | +643 | 1.09% | Q4 2025 | Feb 13, 2026 |
| Red Wave Investments LLC | History | Reduced | 59,577 | 11,378 | 3.38% | 3.41% | 531 | -66 | -0.11% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 59,082 | 11,284 | 0.06% | 0.05% | 532 | +9,793 | 19.87% | Q4 2025 | Feb 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 59,010 | 11,270 | 0.07% | 0.07% | 533 | +2,562 | 4.54% | Q4 2025 | Jan 28, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 58,756 | 11,221 | 0.3% | 0.31% | 534 | -1,499 | -2.49% | Q4 2025 | Jan 22, 2026 |
| BTC Capital Management, Inc. | History | Added to | 58,512 | 11,175 | 0.78% | 0.74% | 535 | +1,397 | 2.45% | Q4 2025 | Jan 15, 2026 |
| BCS Wealth Management | History | Added to | 58,345 | 11,143 | 1.13% | 1.24% | 536 | +28,931 | 98.36% | Q4 2025 | Jan 26, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 58,175 | 11,110 | 6.61% | 6.86% | 537 | +3,080 | 5.59% | Q4 2025 | Feb 04, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 57,848 | 11,048 | 1.47% | 1.49% | 538 | -15 | -0.03% | Q4 2025 | Jan 16, 2026 |
| Cassilly Financial Group LLC | History | New | 57,841 | 11,047 | 9.77% | — | 539 | +57,841 | New | Q4 2025 | Jan 15, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 57,705 | 11,021 | 3.82% | 3.93% | 540 | +218 | 0.38% | Q4 2025 | Jan 27, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 57,652 | 11,010 | 0.19% | 0.19% | 541 | -835 | -1.43% | Q4 2025 | Jan 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 57,558 | 10,993 | 0.19% | 0.2% | 542 | +6,619 | 12.99% | Q4 2025 | Feb 19, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 57,474 | 10,976 | 0.28% | 0.3% | 543 | -424 | -0.73% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 57,175 | 10,919 | 3.18% | 3.26% | 544 | +4,053 | 7.63% | Q4 2025 | Feb 11, 2026 |
| Northstar Group, Inc. | History | Added to | 56,940 | 10,874 | 1.48% | 1.44% | 545 | +3,979 | 7.51% | Q4 2025 | Feb 13, 2026 |
| Alliance Wealth Advisors, LLC | History | Added to | 56,387 | 10,769 | 4.68% | 4.42% | 546 | +3,485 | 6.59% | Q4 2025 | Jan 14, 2026 |
| HRT FINANCIAL LP | History | Reduced | 55,951 | 10,686 | 0.03% | 0.04% | 547 | -3,495 | -5.88% | Q4 2025 | Feb 12, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 55,862 | 10,669 | 1.73% | 1.72% | 548 | +872 | 1.59% | Q4 2025 | Jan 07, 2026 |
| Grove Bank & Trust | History | Added to | 55,804 | 10,658 | 1.2% | 1.2% | 549 | +612 | 1.11% | Q4 2025 | Jan 08, 2026 |
| Lanham O'Dell & Company, Inc. | History | Reduced | 55,738 | 10,645 | 3.06% | 3.34% | 550 | -547 | -0.97% | Q4 2025 | Jan 12, 2026 |
| LeClair Wealth Partners LLC | History | Added to | 55,521 | 10,603 | 6.15% | 4.93% | 551 | +13,110 | 30.91% | Q4 2025 | Feb 11, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 55,066 | 10,517 | 2.07% | 2.09% | 552 | -719 | -1.29% | Q4 2025 | Jan 28, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 55,036 | 10,511 | 3.16% | 3.14% | 553 | +927 | 1.71% | Q4 2025 | Feb 06, 2026 |
| CORE WEALTH ADVISORS, LLC | History | New | 54,426 | 10,394 | 8.19% | — | 554 | +54,426 | New | Q4 2025 | Feb 10, 2026 |
| Carter Financial, LLC | History | New | 54,411 | 10,391 | 9.17% | — | 555 | +54,411 | New | Q4 2025 | Mar 17, 2026 |
| Family Manage LLC | History | Added to | 54,264 | 10,363 | 1.31% | 1.32% | 556 | +2,847 | 5.54% | Q4 2025 | Feb 17, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 54,092 | 10,331 | 3.09% | 3.12% | 557 | +397 | 0.74% | Q4 2025 | Jan 30, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 54,017 | 10,316 | 1.16% | 1.19% | 558 | +793 | 1.49% | Q4 2025 | Feb 17, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 53,999 | 10,313 | 0.55% | 0.49% | 559 | +6,807 | 14.42% | Q4 2025 | Feb 04, 2026 |
| Advisors Preferred, LLC | History | Reduced | 53,400 | 10,296 | 1.68% | 1.51% | 560 | -1,500 | -2.73% | Q4 2025 | Feb 02, 2026 |
| One Capital Management, LLC | History | Added to | 53,869 | 10,288 | 0.31% | 0.24% | 561 | +12,993 | 31.79% | Q4 2025 | Feb 10, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Reduced | 53,835 | 10,281 | 2.81% | 6.4% | 562 | -65,032 | -54.71% | Q4 2025 | Jan 14, 2026 |
| NorthLanding Financial Partners, LLC | History | Added to | 53,647 | 10,246 | 8.23% | 8.18% | 563 | +1,064 | 2.02% | Q4 2025 | Jan 26, 2026 |
| Tempo Wealth, LLC | History | New | 53,534 | 10,224 | 1.82% | — | 564 | +53,534 | New | Q4 2025 | Feb 25, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 53,464 | 10,211 | 0.54% | 0.61% | 565 | +687 | 1.3% | Q4 2025 | Jan 26, 2026 |
| Duncan Williams Asset Management, LLC | History | Added to | 50,079 | 10,196 | 2.53% | 2.49% | 566 | +2,653 | 5.59% | Q4 2025 | Feb 05, 2026 |
| PFG Advisors | History | Reduced | 53,037 | 10,129 | 0.49% | 0.68% | 567 | -35,378 | -40.01% | Q4 2025 | Jan 27, 2026 |
| HORIZON BANCORP INC /IN/ | History | Reduced | 53,024 | 10,127 | 4.93% | 4.87% | 568 | -1,702 | -3.11% | Q4 2025 | Feb 11, 2026 |
| ATMOS ADVISORY, LLC | History | Added to | 52,859 | 10,095 | 5.85% | 5.68% | 569 | +2,868 | 5.74% | Q4 2025 | Jan 21, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 52,826 | 10,089 | 1.36% | 1.29% | 570 | +3,262 | 6.58% | Q4 2025 | Feb 12, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 52,808 | 10,085 | 2.21% | 2.21% | 571 | -289 | -0.54% | Q4 2025 | Jan 20, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 52,639 | 10,053 | 3.62% | 3.63% | 572 | -1,159 | -2.15% | Q4 2025 | Feb 09, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 52,623 | 10,050 | 1.92% | 1.88% | 573 | +639 | 1.23% | Q4 2025 | Feb 11, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 51,786 | 9,890 | 0.43% | 0.44% | 574 | -1,306 | -2.46% | Q4 2025 | Feb 12, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 51,684 | 9,871 | 0.17% | 0.14% | 575 | -2,884 | -5.29% | Q4 2025 | Feb 17, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 51,627 | 9,860 | 4.54% | 4.45% | 576 | +3,498 | 7.27% | Q4 2025 | Feb 17, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Added to | 51,139 | 9,767 | 8.86% | 8.49% | 577 | +2,657 | 5.48% | Q4 2025 | Feb 05, 2026 |
| Vise Technologies, Inc. | History | Added to | 51,114 | 9,762 | 0.19% | 0.19% | 578 | +23,709 | 86.51% | Q4 2025 | Feb 11, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 50,758 | 9,694 | 3.78% | 3.97% | 579 | +727 | 1.45% | Q4 2025 | Jan 28, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 50,549 | 9,654 | 2.03% | 1.5% | 580 | +19,666 | 63.68% | Q4 2025 | Feb 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 50,468 | 9,638 | 0.52% | 0.53% | 581 | -537 | -1.05% | Q4 2025 | Jan 07, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 50,365 | 9,619 | 5.62% | 4.33% | 582 | +15,534 | 44.6% | Q4 2025 | Jan 26, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 50,205 | 9,588 | 1.5% | 1.55% | 583 | +5,024 | 11.12% | Q4 2025 | Feb 03, 2026 |
| Manchester Capital Management LLC | History | Reduced | 50,035 | 9,556 | 1.3% | 1.27% | 584 | -362 | -0.72% | Q4 2025 | Feb 11, 2026 |
| Register Financial Advisors LLC | History | Added to | 49,967 | 9,543 | 3.72% | 3.48% | 585 | +2,471 | 5.2% | Q4 2025 | Jan 21, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 49,513 | 9,456 | 0.08% | 0.07% | 586 | +15,366 | 45.0% | Q4 2025 | Jan 28, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 49,164 | 9,439 | 0.01% | 0.01% | 587 | +2,846 | 6.14% | Q4 2025 | Feb 18, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 49,228 | 9,402 | 0.39% | 0.41% | 588 | -1,698 | -3.33% | Q4 2025 | Jan 26, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 49,185 | 9,393 | 0.26% | 0.26% | 589 | +892 | 1.85% | Q4 2025 | Feb 10, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 49,150 | 9,386 | 0.74% | 0.75% | 590 | +241 | 0.49% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Partners, LLC | History | New | 48,754 | 9,311 | 2.41% | — | 592 | +48,754 | New | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 48,755 | 9,311 | 0.06% | 0.07% | 591 | -8,973 | -15.54% | Q4 2025 | Feb 09, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 48,565 | 9,275 | 0.12% | 0.12% | 593 | -27 | -0.06% | Q4 2025 | Feb 05, 2026 |
| Level Financial Advisors | History | Added to | 48,459 | 9,255 | 2.45% | 2.43% | 594 | +2,256 | 4.88% | Q4 2025 | Jan 26, 2026 |
| Lansing Street Advisors | History | Added to | 48,312 | 9,227 | 2.36% | 2.38% | 595 | +489 | 1.02% | Q4 2025 | Jan 26, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 48,257 | 9,216 | 0.43% | 0.29% | 596 | +19,483 | 67.71% | Q4 2025 | Jan 12, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 48,071 | 9,181 | 0.75% | 0.8% | 597 | -1,533 | -3.09% | Q4 2025 | Jan 23, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 47,892 | 9,146 | 0.68% | 0.47% | 598 | +14,878 | 45.07% | Q4 2025 | Feb 18, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 47,732 | 9,118 | 0.07% | — | 599 | +47,732 | New | Q4 2025 | Feb 18, 2026 |
| Calydon Capital | History | New | 47,675 | 9,105 | 1.54% | — | 600 | +47,675 | New | Q4 2025 | Feb 17, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | New | 47,557 | 9,082 | 3.58% | — | 601 | +47,557 | New | Q4 2025 | Jan 15, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Added to | 47,528 | 9,077 | 2.04% | 1.76% | 602 | +6,778 | 16.63% | Q4 2025 | Jan 14, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 47,403 | 9,053 | 1.68% | 1.73% | 603 | +81 | 0.17% | Q4 2025 | Jan 30, 2026 |
| First County Bank /CT/ | History | Added to | 47,113 | 8,998 | 4.71% | 4.15% | 604 | +3,454 | 7.91% | Q4 2025 | Jan 14, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 46,641 | 8,907 | 2.97% | 3.24% | 605 | +51 | 0.11% | Q4 2025 | Feb 06, 2026 |
| Vivid Wealth Management, LLC | History | Added to | 46,335 | 8,849 | 3.44% | 3.41% | 606 | +337 | 0.73% | Q4 2025 | Jan 30, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 46,222 | 8,827 | 0.33% | 0.34% | 607 | -462 | -0.99% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 46,200 | 8,823 | 0.0% | 0.0% | 608 | -11,490 | -19.92% | Q4 2025 | Feb 17, 2026 |
| St. Louis Trust Co | History | Reduced | 46,169 | 8,817 | 1.01% | 1.08% | 609 | -418 | -0.9% | Q4 2025 | Feb 09, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 45,895 | 8,765 | 2.04% | 2.15% | 610 | -367 | -0.79% | Q4 2025 | Jan 27, 2026 |
| Olistico Wealth, LLC | History | Added to | 45,729 | 8,733 | 4.26% | 4.34% | 611 | +1,650 | 3.74% | Q4 2025 | Jan 13, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 45,652 | 8,719 | 1.72% | 1.71% | 612 | -44 | -0.1% | Q4 2025 | Jan 08, 2026 |
| Vestwell Advisors, LLC | History | Reduced | 45,522 | 8,694 | 1.28% | 9.78% | 613 | -101,534 | -69.04% | Q4 2025 | Feb 13, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 45,353 | 8,661 | 1.52% | 1.55% | 614 | -1,464 | -3.13% | Q4 2025 | Feb 03, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 45,331 | 8,657 | 1.09% | 1.13% | 615 | -1,850 | -3.92% | Q4 2025 | Feb 06, 2026 |
| Accel Wealth Management | History | Added to | 44,949 | 8,584 | 2.35% | 2.28% | 616 | +2,967 | 7.07% | Q4 2025 | Jan 20, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Reduced | 44,778 | 8,552 | 2.31% | 2.36% | 617 | -1,464 | -3.17% | Q4 2025 | Feb 02, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 44,664 | 8,530 | 5.38% | — | 618 | +44,664 | New | Q4 2025 | Feb 09, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Added to | 44,643 | 8,526 | 3.35% | 3.22% | 619 | +1,376 | 3.18% | Q4 2025 | Jan 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 44,260 | 8,453 | 0.11% | — | 620 | +44,260 | New | Q4 2025 | Feb 06, 2026 |
| Pathstone Holdings, LLC | History | New | 44,169 | 8,435 | 0.03% | — | 621 | +44,169 | New | Q4 2025 | Feb 13, 2026 |
| Valpey Financial Services, LLC | History | Added to | 43,924 | 8,389 | 5.36% | 5.36% | 622 | +20 | 0.05% | Q4 2025 | Mar 04, 2026 |
| M Holdings Securities, Inc. | History | Added to | 43,820 | 8,369 | 0.6% | 1.11% | 623 | +15,568 | 55.1% | Q4 2025 | Feb 11, 2026 |
| Blue Trust, Inc. | History | Reduced | 43,774 | 8,360 | 0.09% | 0.09% | 624 | -920 | -2.06% | Q4 2025 | Jan 16, 2026 |
| DRAVO BAY LLC | History | Added to | 43,753 | 8,356 | 3.47% | 3.39% | 625 | +2,630 | 6.4% | Q4 2025 | Jan 27, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 42,667 | 8,351 | 1.87% | 1.88% | 626 | +3,494 | 8.92% | Q4 2025 | Feb 04, 2026 |
| Kilter Group LLC | History | Reduced | 43,722 | 8,350 | 3.69% | 4.03% | 627 | -2,126 | -4.64% | Q4 2025 | Feb 13, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 43,499 | 8,307 | 1.87% | 1.89% | 628 | +273 | 0.63% | Q4 2025 | Jan 12, 2026 |
| GoalFusion Wealth Management, LLC | History | Added to | 43,372 | 8,283 | 3.83% | 3.36% | 629 | +5,606 | 14.84% | Q4 2025 | Jan 06, 2026 |
| Hardy Reed LLC | History | No change | 43,281 | 8,266 | 0.59% | 0.59% | 630 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 42,642 | 8,144 | 0.52% | 0.53% | 631 | -183 | -0.43% | Q4 2025 | Jan 26, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 42,588 | 8,133 | 1.74% | 0.75% | 632 | +30,648 | 256.68% | Q4 2025 | Feb 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 41,670 | 7,958 | 0.65% | 0.58% | 633 | +797 | 1.95% | Q4 2025 | Feb 17, 2026 |
| Avestar Capital, LLC | History | Added to | 41,653 | 7,955 | 0.52% | 0.5% | 634 | +389 | 0.94% | Q4 2025 | Feb 10, 2026 |
| Investment Advisory Group, LLC | History | Added to | 41,647 | 7,954 | 2.05% | 2.06% | 635 | +962 | 2.36% | Q4 2025 | Jan 23, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 41,116 | 7,852 | 0.22% | 0.22% | 636 | -762 | -1.82% | Q4 2025 | Feb 05, 2026 |
| Ballentine Partners, LLC | History | Added to | 41,036 | 7,837 | 0.11% | 0.11% | 637 | +44 | 0.11% | Q4 2025 | Feb 03, 2026 |
| Thrive Capital Management, LLC | History | Added to | 41,029 | 7,836 | 1.75% | 1.58% | 638 | +8,148 | 24.78% | Q4 2025 | Feb 09, 2026 |
| Ancora Advisors LLC | History | Added to | 40,649 | 7,763 | 0.16% | 0.15% | 639 | +965 | 2.43% | Q4 2025 | Feb 17, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 40,490 | 7,733 | 1.67% | 1.77% | 640 | +2,505 | 6.59% | Q4 2025 | Feb 09, 2026 |
| Sharper & Granite LLC | History | Reduced | 39,924 | 7,625 | 2.69% | 2.69% | 641 | -288 | -0.72% | Q4 2025 | Jan 27, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 40,194 | 7,621 | 2.07% | 2.18% | 642 | +2,437 | 6.45% | Q4 2025 | Feb 10, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | New | 39,871 | 7,614 | 6.4% | — | 643 | +39,871 | New | Q4 2025 | Jan 23, 2026 |
| FOCUSED ALPHA, LLC | History | New | 39,860 | 7,612 | 2.24% | — | 644 | +39,860 | New | Q4 2025 | Feb 13, 2026 |
| Aries Wealth Management | History | Added to | 39,721 | 7,586 | 1.68% | 1.53% | 645 | +4,940 | 14.2% | Q4 2025 | Jan 30, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 39,136 | 7,474 | 0.46% | 0.45% | 646 | -238 | -0.6% | Q4 2025 | Jan 22, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 39,091 | 7,465 | 2.62% | 1.33% | 647 | +21,657 | 124.22% | Q4 2025 | Jan 27, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 38,929 | 7,435 | 2.38% | 2.49% | 648 | -763 | -1.92% | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 38,834 | 7,417 | 0.35% | 0.31% | 649 | +668 | 1.75% | Q4 2025 | Jan 21, 2026 |
| King Wealth Management Group | History | Added to | 38,669 | 7,389 | 0.89% | 0.75% | 650 | +6,833 | 21.46% | Q4 2025 | Feb 09, 2026 |
| Mustard Seed Financial, LLC | History | Reduced | 38,681 | 7,387 | 4.64% | 4.65% | 651 | -133 | -0.34% | Q4 2025 | Jan 23, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 44,860 | 7,340 | 0.16% | 0.16% | 652 | +680 | 1.54% | Q4 2025 | Feb 04, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 38,188 | 7,293 | 0.34% | 0.36% | 653 | -528 | -1.36% | Q4 2025 | Feb 13, 2026 |
| Birnam Oak Advisors, LP | History | No change | 38,000 | 7,257 | 1.63% | 1.63% | 654 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Frontier Asset Management, LLC | History | Added to | 37,899 | 7,238 | 1.68% | 1.76% | 655 | +201 | 0.53% | Q4 2025 | Feb 04, 2026 |
| Symmetry Partners, LLC | History | Reduced | 37,647 | 7,190 | 0.43% | 1.25% | 657 | -24,081 | -39.01% | Q4 2025 | Jan 27, 2026 |
| IPG Investment Advisors LLC | History | Added to | 37,646 | 7,190 | 1.26% | 1.22% | 656 | +1,024 | 2.8% | Q4 2025 | Feb 09, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 37,479 | 7,158 | 0.21% | 0.2% | 658 | +3,362 | 9.85% | Q4 2025 | Jan 16, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 37,220 | 7,108 | 0.82% | 0.85% | 659 | +74 | 0.2% | Q4 2025 | Jan 28, 2026 |
| Family CFO Inc | History | Reduced | 37,202 | 7,105 | 3.18% | 3.22% | 660 | -249 | -0.66% | Q4 2025 | Jan 23, 2026 |
| LPWM LLC | History | Added to | 36,790 | 7,026 | 1.77% | 1.62% | 661 | +4,259 | 13.09% | Q4 2025 | Jan 06, 2026 |
| TMB Capital Partners, LLC | History | New | 36,775 | 7,023 | 2.4% | — | 662 | +36,775 | New | Q4 2025 | Feb 19, 2026 |
| Horizon Investments, LLC | History | Added to | 36,694 | 7,008 | 0.09% | 0.02% | 663 | +28,823 | 366.19% | Q4 2025 | Feb 02, 2026 |
| Eagle Strategies LLC | History | Added to | 36,491 | 6,969 | 0.89% | 0.89% | 664 | +716 | 2.0% | Q4 2025 | Jan 23, 2026 |
| Avant Capital LLC | History | Added to | 36,434 | 6,958 | 4.78% | 4.68% | 665 | +775 | 2.17% | Q4 2025 | Feb 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 36,217 | 6,917 | 0.01% | 0.01% | 666 | -7,399 | -16.96% | Q4 2025 | Feb 13, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 36,051 | 6,885 | 1.47% | 1.76% | 667 | +114 | 0.32% | Q4 2025 | Feb 02, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 35,490 | 6,778 | 0.4% | 0.38% | 668 | +98 | 0.28% | Q4 2025 | Jan 29, 2026 |
| Curran Financial Partners, LLC | History | Added to | 35,486 | 6,777 | 1.29% | 1.01% | 669 | +8,205 | 30.08% | Q4 2025 | Jan 22, 2026 |
| Painted Porch Advisors LLC | History | New | 35,304 | 6,742 | 2.71% | — | 670 | +35,304 | New | Q4 2025 | Mar 19, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 35,281 | 6,738 | 0.32% | 0.41% | 671 | +4,094 | 13.13% | Q4 2025 | Feb 12, 2026 |
| TFR Capital, LLC. | History | Added to | 35,271 | 6,736 | 2.23% | 2.16% | 672 | +552 | 1.59% | Q4 2025 | Jan 27, 2026 |
| Paragon Capital Management Ltd | History | Added to | 35,260 | 6,734 | 1.34% | 1.22% | 673 | +395 | 1.13% | Q4 2025 | Jan 22, 2026 |
| Tidal Investments LLC | History | Added to | 34,931 | 6,671 | 0.02% | 0.01% | 674 | +1,056 | 3.12% | Q4 2025 | Feb 13, 2026 |
| Momentum Wealth Planning, LLC | History | New | 34,840 | 6,654 | 5.19% | — | 675 | +34,840 | New | Q4 2025 | Jan 28, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 34,818 | 6,649 | 0.48% | 0.43% | 676 | +2,294 | 7.05% | Q4 2025 | Feb 12, 2026 |
| Martel Wealth Advisors Inc | History | Reduced | 34,644 | 6,616 | 1.13% | 1.14% | 677 | -108 | -0.31% | Q4 2025 | Jan 21, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 34,600 | 6,608 | 0.74% | 0.81% | 678 | -2,720 | -7.29% | Q4 2025 | Jan 08, 2026 |
| Diversified Enterprises, LLC | History | Added to | 34,546 | 6,597 | 0.39% | 0.35% | 679 | +6,753 | 24.3% | Q4 2025 | Jan 28, 2026 |
| Oak Harvest Investment Services | History | Added to | 34,327 | 6,556 | 0.71% | 0.67% | 680 | +3,324 | 10.72% | Q4 2025 | Jan 27, 2026 |
| Laraway Financial Advisors Inc | History | Added to | 34,232 | 6,537 | 4.26% | 4.17% | 681 | +1,464 | 4.47% | Q4 2025 | Feb 13, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 34,202 | 6,532 | 2.73% | 1.55% | 682 | +15,332 | 81.25% | Q4 2025 | Feb 04, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 34,142 | 6,520 | 0.22% | 0.18% | 683 | +8,056 | 30.88% | Q4 2025 | Jan 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 34,103 | 6,513 | 0.09% | 0.08% | 684 | +4,212 | 14.09% | Q4 2025 | Feb 10, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 34,041 | 6,501 | 1.28% | 1.08% | 685 | -119 | -0.35% | Q4 2025 | Mar 03, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 33,982 | 6,490 | 0.5% | 0.48% | 686 | +375 | 1.12% | Q4 2025 | Feb 03, 2026 |
| Texas Yale Capital Corp. | History | Added to | 33,944 | 6,482 | 0.2% | 0.2% | 687 | +167 | 0.49% | Q4 2025 | Feb 10, 2026 |
| Greystone Financial Group, LLC | History | Added to | 33,934 | 6,481 | 1.01% | 0.97% | 688 | +479 | 1.43% | Q4 2025 | Jan 27, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 32,615 | 6,472 | 4.84% | 4.92% | 689 | -901 | -2.69% | Q4 2025 | Feb 13, 2026 |
| MRWM Advisors, LLC | History | Added to | 33,734 | 6,442 | 3.46% | 2.0% | 690 | +14,891 | 79.03% | Q4 2025 | Jan 26, 2026 |
| Lake Hills Wealth Management, LLC | History | New | 33,448 | 6,388 | 3.33% | — | 691 | +33,448 | New | Q4 2025 | Jan 07, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 33,340 | 6,367 | 2.59% | 2.35% | 692 | +3,301 | 10.99% | Q4 2025 | Feb 09, 2026 |
| McAdam, LLC | History | Added to | 33,332 | 6,365 | 0.29% | 0.3% | 693 | +604 | 1.85% | Q4 2025 | Feb 13, 2026 |
| Wedmont Private Capital | History | Added to | 32,800 | 6,363 | 0.22% | 0.22% | 694 | +1,009 | 3.17% | Q4 2025 | Jan 08, 2026 |
| May Barnhard Investments LLC | History | Added to | 33,294 | 6,358 | 3.0% | 2.38% | 695 | +5,720 | 20.74% | Q4 2025 | Jan 28, 2026 |
| FINANCIAL LIFE ADVISORS | History | Reduced | 33,217 | 6,344 | 1.96% | 2.1% | 696 | -1,895 | -5.4% | Q4 2025 | Jan 30, 2026 |
| Santori & Peters, Inc. | History | Reduced | 33,211 | 6,342 | 2.16% | 2.22% | 697 | -119 | -0.36% | Q4 2025 | Jan 15, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 33,103 | 6,322 | 0.42% | 0.41% | 698 | +405 | 1.24% | Q4 2025 | Jan 16, 2026 |
| Simmons Bank | History | Added to | 33,079 | 6,317 | 0.42% | 0.39% | 699 | +1,339 | 4.22% | Q4 2025 | Feb 05, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Reduced | 33,060 | 6,314 | 0.33% | 0.32% | 700 | -351 | -1.05% | Q4 2025 | Jan 27, 2026 |
| Journey Beyond Wealth, LLC | History | Added to | 33,055 | 6,313 | 5.02% | 5.06% | 701 | +63 | 0.19% | Q4 2025 | Jan 23, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 32,858 | 6,275 | 4.77% | 4.88% | 702 | +469 | 1.45% | Q4 2025 | Jan 27, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 32,808 | 6,266 | 0.6% | 0.6% | 703 | +91 | 0.28% | Q4 2025 | Jan 28, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 32,762 | 6,257 | 0.16% | 0.29% | 704 | -25,540 | -43.81% | Q4 2025 | Jan 23, 2026 |
| Grandview Asset Management LLC | History | Added to | 32,668 | 6,239 | 1.71% | 1.51% | 705 | +3,782 | 13.09% | Q4 2025 | Jan 26, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 32,640 | 6,233 | 0.65% | 0.64% | 706 | -8 | -0.02% | Q4 2025 | Feb 12, 2026 |
| Bath Savings Trust Co | History | Added to | 32,417 | 6,191 | 0.62% | 0.59% | 707 | +279 | 0.87% | Q4 2025 | Jan 12, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 32,383 | 6,184 | 1.45% | 1.49% | 708 | +4,087 | 14.44% | Q4 2025 | Feb 10, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Reduced | 32,224 | 6,154 | 2.28% | 2.28% | 709 | -144 | -0.44% | Q4 2025 | Feb 17, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 32,209 | 6,151 | 2.23% | — | 710 | +32,209 | New | Q4 2025 | Mar 26, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 29,605 | 6,110 | 0.14% | 0.13% | 711 | +2,806 | 10.47% | Q4 2025 | Feb 09, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 31,847 | 6,082 | 1.38% | 1.36% | 712 | -387 | -1.2% | Q4 2025 | Feb 05, 2026 |
| Artesa Financial Group, LLC | History | New | 31,742 | 6,062 | 6.24% | — | 713 | +31,742 | New | Q4 2025 | Feb 11, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 31,592 | 6,033 | 0.7% | 0.95% | 714 | +2,048 | 6.93% | Q4 2025 | Feb 13, 2026 |
| Midwestern Financial, LLC /IA | History | Reduced | 31,466 | 6,009 | 4.97% | 5.11% | 715 | -448 | -1.4% | Q4 2025 | Feb 06, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 31,143 | 5,947 | 2.97% | 3.06% | 716 | +1,004 | 3.33% | Q4 2025 | Feb 11, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 31,135 | 5,946 | 1.39% | 1.42% | 717 | -356 | -1.13% | Q4 2025 | Feb 10, 2026 |
| Security Financial Services, INC. | History | Reduced | 31,061 | 5,932 | 0.93% | 0.97% | 718 | -1,014 | -3.16% | Q4 2025 | Jan 27, 2026 |
| Ascent Group, LLC | History | Reduced | 31,040 | 5,928 | 0.2% | 0.23% | 719 | -3,833 | -10.99% | Q4 2025 | Jan 20, 2026 |
| GREENBERG FINANCIAL GROUP | History | New | 30,779 | 5,878 | 2.42% | — | 720 | +30,779 | New | Q4 2025 | Jan 22, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 30,752 | 5,873 | 2.52% | 2.59% | 721 | +440 | 1.45% | Q4 2025 | Jan 22, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 30,651 | 5,853 | 0.19% | 0.29% | 722 | -23,071 | -42.95% | Q4 2025 | Jan 09, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 30,586 | 5,842 | 0.66% | 0.64% | 723 | +31 | 0.1% | Q4 2025 | Jan 21, 2026 |
| Capital Analysts, LLC | History | Reduced | 30,419 | 5,809 | 0.18% | 0.38% | 724 | -40,199 | -56.92% | Q4 2025 | Feb 11, 2026 |
| McLean Asset Management Corp | History | Reduced | 29,322 | 5,796 | 1.04% | 1.36% | 725 | -5,997 | -16.98% | Q4 2025 | Jan 16, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 30,205 | 5,768 | 0.03% | 0.03% | 726 | -2,050 | -6.36% | Q4 2025 | Feb 17, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 30,203 | 5,768 | 0.19% | 0.18% | 727 | +1,805 | 6.36% | Q4 2025 | Feb 13, 2026 |
| GenTrust, LLC | History | Reduced | 30,190 | 5,765 | 0.25% | 0.27% | 728 | -1,566 | -4.93% | Q4 2025 | Feb 02, 2026 |
| Excelsior Advisor Network LLC | History | New | 30,083 | 5,745 | 2.79% | — | 729 | +30,083 | New | Q4 2025 | Feb 13, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 30,036 | 5,736 | 3.19% | 1.93% | 730 | +16,041 | 114.62% | Q4 2025 | Feb 17, 2026 |
| Intellectus Partners, LLC | History | Reduced | 30,025 | 5,734 | 1.11% | 1.11% | 731 | -491 | -1.61% | Q4 2025 | Feb 10, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 35,152 | 5,709 | 1.85% | 4.0% | 732 | +510 | 1.47% | Q4 2025 | Jan 22, 2026 |
| Argent Trust Co | History | Reduced | 29,891 | 5,708 | 0.2% | 0.2% | 733 | -708 | -2.31% | Q4 2025 | Feb 10, 2026 |
| Wealth Preservation Advisors, LLC | History | Added to | 29,865 | 5,703 | 2.87% | 3.19% | 734 | +453 | 1.54% | Q4 2025 | Feb 23, 2026 |
| RoundAngle Advisors LLC | History | Added to | 29,777 | 5,687 | 4.14% | 3.96% | 735 | +2,333 | 8.5% | Q4 2025 | Jan 12, 2026 |
| United Advisor Group, LLC | History | Reduced | 29,718 | 5,675 | 0.71% | 0.86% | 736 | -4,341 | -12.75% | Q4 2025 | Jan 26, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 29,698 | 5,672 | 0.63% | — | 737 | +29,698 | New | Q4 2025 | Feb 13, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 29,636 | 5,660 | 5.1% | — | 738 | +29,636 | New | Q4 2025 | Feb 11, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 29,476 | 5,629 | 0.42% | 0.5% | 739 | -515 | -1.72% | Q4 2025 | Jan 28, 2026 |
| ArchPoint Investors | History | No change | 29,467 | 5,627 | 1.33% | 1.52% | 740 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rothschild Wealth LLC | History | New | 29,192 | 5,575 | 0.54% | — | 741 | +29,192 | New | Q4 2025 | Feb 17, 2026 |
| DAVIDSON TRUST CO | History | Added to | 29,165 | 5,570 | 2.32% | 2.09% | 742 | +1,974 | 7.26% | Q4 2025 | Jan 27, 2026 |
| Valence8 US LP | History | Reduced | 29,121 | 5,561 | 1.65% | 5.02% | 743 | -49,431 | -62.93% | Q4 2025 | Feb 09, 2026 |
| Kuhn & Co Investment Counsel | History | Added to | 29,090 | 5,555 | 3.7% | 3.85% | 744 | +2,986 | 11.44% | Q4 2025 | Feb 09, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 29,080 | 5,554 | 0.43% | 0.52% | 745 | -6,696 | -18.72% | Q4 2025 | Feb 10, 2026 |
| Chris Bulman Inc | History | Added to | 29,077 | 5,553 | 2.46% | 2.59% | 746 | +1,324 | 4.77% | Q4 2025 | Jan 14, 2026 |
| Claris Financial LLC | History | New | 29,052 | 5,548 | 2.95% | — | 747 | +29,052 | New | Q4 2025 | Feb 19, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 29,026 | 5,543 | 0.05% | 0.04% | 748 | +5,124 | 21.44% | Q4 2025 | Feb 12, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 28,996 | 5,537 | 1.11% | 1.43% | 749 | -7,615 | -20.8% | Q4 2025 | Feb 11, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 28,920 | 5,523 | 3.18% | 3.21% | 750 | -772 | -2.6% | Q4 2025 | Jan 15, 2026 |
| Manuka Financial, LLC | History | Reduced | 28,906 | 5,520 | 3.43% | 3.39% | 751 | -301 | -1.03% | Q4 2025 | Jan 28, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Added to | 28,846 | 5,509 | 4.37% | 4.19% | 752 | +736 | 2.62% | Q4 2025 | Jan 16, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 28,799 | 5,500 | 0.3% | 0.32% | 753 | -237 | -0.82% | Q4 2025 | Feb 02, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | Reduced | 28,679 | 5,477 | 3.1% | 2.83% | 754 | -135 | -0.47% | Q4 2025 | Jan 12, 2026 |
| Independent Advisor Alliance | History | Added to | 28,547 | 5,452 | 0.13% | 0.11% | 755 | +5,685 | 24.87% | Q4 2025 | Feb 04, 2026 |
| Prostatis Group LLC | History | Reduced | 28,526 | 5,448 | 1.3% | 1.38% | 756 | -907 | -3.08% | Q4 2025 | Feb 17, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 28,462 | 5,435 | 1.42% | 1.6% | 757 | -305 | -1.06% | Q4 2025 | Jan 27, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 28,432 | 5,430 | 0.04% | 0.05% | 758 | -1,460 | -4.88% | Q4 2025 | Feb 13, 2026 |
| Opus Capital Group, LLC | History | Reduced | 28,267 | 5,399 | 0.58% | 0.6% | 759 | -166 | -0.58% | Q4 2025 | Jan 30, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 28,263 | 5,397 | 2.55% | 2.54% | 760 | +260 | 0.93% | Q4 2025 | Jan 21, 2026 |
| Red Tortoise LLC | History | Reduced | 28,173 | 5,380 | 2.28% | 2.29% | 761 | -111 | -0.39% | Q4 2025 | Jan 22, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 28,073 | 5,361 | 1.86% | 1.92% | 762 | -1,762 | -5.91% | Q4 2025 | Feb 02, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 27,920 | 5,332 | 0.26% | 0.26% | 763 | -723 | -2.52% | Q4 2025 | Jan 20, 2026 |
| TSFG, LLC | History | Reduced | 27,907 | 5,330 | 0.8% | 0.88% | 764 | -1,917 | -6.43% | Q4 2025 | Feb 04, 2026 |
| Destination Wealth Management | History | Added to | 27,721 | 5,294 | 0.14% | 0.14% | 765 | +555 | 2.04% | Q4 2025 | Feb 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 27,550 | 5,261 | 0.35% | 0.35% | 766 | +283 | 1.04% | Q4 2025 | Jan 08, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 27,522 | 5,256 | 0.21% | 0.19% | 767 | +3,920 | 16.61% | Q4 2025 | Jan 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 27,392 | 5,231 | 0.58% | 0.63% | 768 | +2,511 | 10.09% | Q4 2025 | Feb 11, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 27,311 | 5,216 | 0.44% | 0.43% | 769 | +986 | 3.75% | Q4 2025 | Jan 21, 2026 |
| Idaho Trust Co | History | Reduced | 27,221 | 5,198 | 1.72% | 1.84% | 770 | -2,030 | -6.94% | Q4 2025 | Feb 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 27,082 | 5,172 | 0.0% | — | 771 | +27,082 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 27,071 | 5,170 | 1.73% | 1.53% | 772 | +403 | 1.51% | Q4 2025 | Jan 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 27,065 | 5,169 | 0.4% | 0.43% | 773 | -6,121 | -18.44% | Q4 2025 | Jan 23, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 27,045 | 5,165 | 1.18% | 1.24% | 774 | +478 | 1.8% | Q4 2025 | Jan 20, 2026 |
| IMG Wealth Management, Inc. | History | New | 27,011 | 5,158 | 3.28% | — | 775 | +27,011 | New | Q4 2025 | Feb 05, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 27,000 | 5,156 | 2.69% | 2.67% | 776 | -259 | -0.95% | Q4 2025 | Feb 10, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 26,965 | 5,150 | 0.31% | 0.37% | 777 | -4,358 | -13.91% | Q4 2025 | Feb 13, 2026 |
| NORDEN GROUP LLC | History | Added to | 26,861 | 5,130 | 0.5% | 0.14% | 778 | +19,590 | 269.43% | Q4 2025 | Jan 13, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 26,850 | 5,128 | 0.49% | 0.5% | 779 | -786 | -2.84% | Q4 2025 | Jan 29, 2026 |
| IF Advisors, LLC | History | New | 26,839 | 5,125 | 4.16% | — | 780 | +26,839 | New | Q4 2025 | Feb 10, 2026 |
| AlphaCore Capital LLC | History | Added to | 26,774 | 5,113 | 0.11% | 0.17% | 781 | +481 | 1.83% | Q4 2025 | Feb 05, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 26,718 | 5,102 | 0.09% | 0.1% | 782 | -505 | -1.86% | Q4 2025 | Jan 23, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Reduced | 26,682 | 5,095 | 1.1% | 1.11% | 783 | -315 | -1.17% | Q4 2025 | Jan 26, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 26,675 | 5,094 | 2.42% | 2.24% | 784 | +2,715 | 11.33% | Q4 2025 | Feb 12, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 26,656 | 5,091 | 0.04% | 0.0% | 785 | +23,339 | 703.62% | Q4 2025 | Feb 11, 2026 |
| Stone Wealth Partners | History | New | 26,555 | 5,071 | 4.52% | — | 786 | +26,555 | New | Q4 2025 | Feb 24, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 26,410 | 5,044 | 2.49% | 1.93% | 787 | +6,498 | 32.63% | Q4 2025 | Mar 06, 2026 |
| Newton One Investments LLC | History | Added to | 26,402 | 5,042 | 1.49% | 1.42% | 788 | +658 | 2.56% | Q4 2025 | Jan 23, 2026 |
| Prospect Financial Services LLC | History | Reduced | 26,391 | 5,040 | 2.89% | 2.94% | 789 | -1,019 | -3.72% | Q4 2025 | Feb 06, 2026 |
| Motiv8 Investments LLC | History | Added to | 26,371 | 5,037 | 2.75% | 2.59% | 790 | +251 | 0.96% | Q4 2025 | Feb 13, 2026 |
| Vivaldi Capital Management LP | History | Added to | 26,349 | 5,032 | 0.68% | 0.63% | 791 | +2,447 | 10.24% | Q4 2025 | Feb 13, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 26,306 | 5,024 | 1.81% | 1.84% | 792 | -82 | -0.31% | Q4 2025 | Jan 14, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 26,279 | 5,019 | 0.45% | 0.36% | 793 | +5,432 | 26.06% | Q4 2025 | Jan 16, 2026 |
| Troutman Wealth Management, LLC | History | New | 26,206 | 5,005 | 4.14% | — | 794 | +26,206 | New | Q4 2025 | Feb 18, 2026 |
| Continuum Advisory, LLC | History | Added to | 26,127 | 4,989 | 0.5% | 0.5% | 795 | +661 | 2.6% | Q4 2025 | Feb 11, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 26,106 | 4,985 | 2.3% | — | 796 | +26,106 | New | Q4 2025 | Feb 17, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Reduced | 25,986 | 4,963 | 2.17% | 2.17% | 797 | -554 | -2.09% | Q4 2025 | Jan 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 25,779 | 4,923 | 0.25% | 0.24% | 798 | +4,883 | 23.37% | Q4 2025 | Feb 10, 2026 |
| Calder Financial LLC | History | New | 25,410 | 4,852 | 4.76% | — | 799 | +25,410 | New | Q4 2025 | Jan 23, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 25,379 | 4,847 | 0.25% | 0.26% | 800 | +56 | 0.22% | Q4 2025 | Mar 04, 2026 |