VANGUARD BOND INDEX FUNDS - BLV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 11 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 10,933,936 | 760,127 | 0.23% | 0.22% | 1 | +261,914 | 2.45% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 3,235,906 | 224,960 | 0.06% | 0.06% | 2 | +247,583 | 8.29% | Q4 2025 | Feb 11, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 2,561,847 | 178,099 | 5.21% | 5.06% | 3 | +56,139 | 2.24% | Q4 2025 | Feb 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 2,379,624 | 165,431 | 0.58% | 0.59% | 4 | +106,651 | 4.69% | Q4 2025 | Feb 06, 2026 |
| Karpus Management, Inc. | History | Added to | 1,964,668 | 136,583 | 4.19% | 3.65% | 5 | +339,235 | 20.87% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,889,131 | 131,332 | 0.02% | 0.03% | 6 | -50,032 | -2.58% | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,659,604 | 115,375 | 0.88% | 0.63% | 7 | +614,246 | 58.76% | Q4 2025 | Jan 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,422,694 | 98,905 | 0.02% | 0.02% | 8 | +47,388 | 3.45% | Q4 2025 | Feb 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,121,488 | 77,965 | 0.01% | 0.01% | 9 | +28,399 | 2.6% | Q4 2025 | Mar 25, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,090,547 | 75,814 | 0.01% | — | 10 | +1,090,547 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,006,708 | 69,986 | 0.08% | 0.08% | 11 | -2,146 | -0.21% | Q4 2025 | Feb 17, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 895,767 | 62,273 | 3.33% | 3.79% | 12 | -223,626 | -19.98% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 718,231 | 49,961 | 0.07% | 0.06% | 13 | +69,790 | 10.76% | Q4 2025 | Feb 17, 2026 |
| COUNTRY TRUST BANK | History | Added to | 700,677 | 48,711 | 0.88% | 0.55% | 14 | +347,564 | 98.43% | Q4 2025 | Jan 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 665,632 | 46,275 | 0.12% | 0.12% | 15 | +37,054 | 5.89% | Q4 2025 | Feb 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 657,332 | 45,697 | 0.0% | 0.0% | 16 | +13,039 | 2.02% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 653,972 | 45,464 | 0.0% | 0.0% | 17 | -105,876 | -13.93% | Q4 2025 | Feb 13, 2026 |
| METROPOLITAN LIFE INSURANCE CO/NY | History | No change | 599,208 | 41,656 | 12.64% | 12.44% | 18 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 502,234 | 34,915 | 0.0% | 0.0% | 19 | +51,587 | 11.45% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 488,107 | 33,933 | 0.08% | 0.08% | 20 | +12,106 | 2.54% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 470,639 | 32,732 | 0.01% | 0.01% | 21 | +138,218 | 41.58% | Q4 2025 | Feb 17, 2026 |
| Greystone Financial Group, LLC | History | Added to | 422,437 | 29,367 | 4.58% | 4.6% | 22 | +3,818 | 0.91% | Q4 2025 | Jan 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 417,106 | 28,997 | 0.04% | 0.02% | 23 | +198,939 | 91.19% | Q4 2025 | Feb 02, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 410,220 | 28,518 | 2.21% | 3.58% | 24 | -212,453 | -34.12% | Q4 2025 | Feb 10, 2026 |
| Trilogy Capital Inc. | History | Added to | 352,891 | 24,533 | 1.1% | 0.94% | 25 | +64,796 | 22.49% | Q4 2025 | Jan 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 337,923 | 23,492 | 0.0% | 0.0% | 26 | +272,023 | 412.78% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 322,169 | 22,397 | 0.01% | 0.01% | 27 | -25,297 | -7.28% | Q4 2025 | Feb 02, 2026 |
| Strong Tower Advisory Services | History | Added to | 313,903 | 21,822 | 3.91% | 3.28% | 28 | +69,733 | 28.56% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | Reduced | 308,932 | 21,477 | 0.03% | 0.03% | 29 | -1,237 | -0.4% | Q4 2025 | Jan 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 286,415 | 19,911 | 0.01% | 0.01% | 30 | +157,214 | 121.68% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 277,354 | 19,281 | 0.05% | 0.05% | 31 | +26,024 | 10.35% | Q4 2025 | Feb 13, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 271,894 | 18,902 | 0.12% | 0.15% | 32 | -47,806 | -14.95% | Q4 2025 | Jan 27, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 265,256 | 18,440 | 4.76% | 4.82% | 33 | +9,376 | 3.66% | Q4 2025 | Jan 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 262,413 | 18,242 | 0.01% | 0.01% | 34 | +6,811 | 2.66% | Q4 2025 | Feb 18, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 238,956 | 16,612 | 0.12% | 0.12% | 35 | +12,081 | 5.32% | Q4 2025 | Feb 12, 2026 |
| Clark Asset Management, LLC | History | Added to | 235,891 | 16,399 | 1.7% | 1.68% | 36 | +32,254 | 15.84% | Q4 2025 | Jan 27, 2026 |
| Betterment LLC | History | Added to | 208,990 | 14,529 | 0.03% | 0.03% | 37 | +4,959 | 2.43% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 201,431 | 14,003 | 0.01% | 0.01% | 38 | +2,116 | 1.06% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 201,398 | 14,001 | 0.01% | 0.01% | 39 | +11,455 | 6.03% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 197,204 | 13,709 | 0.33% | 0.32% | 40 | +12,848 | 6.97% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 193,386 | 13,444 | 0.05% | 0.06% | 41 | +15,383 | 8.64% | Q4 2025 | Feb 18, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 179,785 | 12,510 | 0.02% | 0.0% | 42 | +149,055 | 485.05% | Q4 2025 | Feb 05, 2026 |
| Idaho Trust Co | History | Added to | 173,997 | 12,096 | 4.01% | 2.64% | 43 | +63,316 | 57.21% | Q4 2025 | Feb 05, 2026 |
| WINCAP FINANCIAL LLC | History | Added to | 172,877 | 12,018 | 8.25% | 8.32% | 44 | +2,886 | 1.7% | Q4 2025 | Jan 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 168,129 | 11,688 | 0.25% | 0.25% | 45 | +9,105 | 5.73% | Q4 2025 | Feb 05, 2026 |
| &PARTNERS | History | Added to | 168,146 | 11,650 | 0.06% | 0.05% | 46 | +66,367 | 65.21% | Q4 2025 | Feb 17, 2026 |
| Ryan Investment Management, Inc. | History | Added to | 165,842 | 11,529 | 6.38% | 6.08% | 47 | +11,468 | 7.43% | Q4 2025 | Jan 12, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 153,687 | 10,684 | 1.54% | 1.59% | 48 | +7,360 | 5.03% | Q4 2025 | Jan 23, 2026 |
| Evergreen Wealth Management, LLC | History | Added to | 151,656 | 10,543 | 5.31% | 5.44% | 49 | +5,302 | 3.62% | Q4 2025 | Feb 06, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 149,583 | 10,399 | 0.39% | 0.0% | 50 | +149,004 | 25734.72% | Q4 2025 | Feb 04, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 146,424 | 10,179 | 0.13% | 0.12% | 51 | +20,988 | 16.73% | Q4 2025 | Feb 10, 2026 |
| NYL Investors LLC | History | Added to | 143,828 | 9,998 | 3.4% | 3.29% | 52 | +2,389 | 1.69% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 141,105 | 9,809 | 0.01% | 0.01% | 53 | -20,271 | -12.56% | Q4 2025 | Feb 12, 2026 |
| Atria Investments, Inc | History | Added to | 138,881 | 9,655 | 0.11% | 0.11% | 54 | +1,847 | 1.35% | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Added to | 138,466 | 9,626 | 0.0% | 0.0% | 55 | +4,409 | 3.29% | Q4 2025 | Jan 29, 2026 |
| Platt Investment Counsel, LLC | History | Added to | 138,449 | 9,624 | 7.11% | 5.49% | 56 | +40,018 | 40.66% | Q4 2025 | Jan 07, 2026 |
| Evolution Advisers, Inc. | History | Reduced | 127,930 | 8,893 | 3.85% | 4.15% | 57 | -2,065 | -1.59% | Q4 2025 | Jan 23, 2026 |
| Summit Wealth Group, LLC | History | Added to | 127,842 | 8,887 | 2.08% | 2.13% | 58 | +3,741 | 3.01% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 117,916 | 8,197 | 0.3% | 0.32% | 59 | +4,467 | 3.94% | Q4 2025 | Feb 06, 2026 |
| One Wealth Map LLC | History | Added to | 111,492 | 7,716 | 3.93% | 4.03% | 60 | +4,149 | 3.87% | Q4 2025 | Feb 04, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 108,174 | 7,520 | 2.52% | 2.17% | 61 | +8,247 | 8.25% | Q4 2025 | Jan 13, 2026 |
| World Investment Advisors | History | Added to | 106,769 | 7,422 | 0.12% | 0.1% | 62 | +37,126 | 53.31% | Q4 2025 | Mar 12, 2026 |
| Parker Financial LLC | History | Added to | 98,105 | 6,820 | 2.77% | 2.82% | 63 | +1,109 | 1.14% | Q4 2025 | Feb 03, 2026 |
| PFW Advisors LLC | History | Added to | 95,289 | 6,624 | 2.0% | 1.95% | 64 | +2,391 | 2.57% | Q4 2025 | Jan 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 92,228 | 6,411 | 0.16% | 0.17% | 65 | -1,924 | -2.04% | Q4 2025 | Jan 07, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 89,904 | 6,250 | 1.63% | 1.75% | 66 | -1,443 | -1.58% | Q4 2025 | Feb 02, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 87,477 | 6,081 | 0.18% | 0.19% | 67 | +3,029 | 3.59% | Q4 2025 | Jan 16, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 84,906 | 5,902 | 1.21% | 1.07% | 68 | +10,803 | 14.58% | Q4 2025 | Feb 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 84,119 | 5,847 | 0.35% | 0.32% | 69 | +5,650 | 7.2% | Q4 2025 | Jan 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 84,045 | 5,842 | 0.0% | 0.0% | 70 | +14,963 | 21.66% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 81,806 | 5,687 | 0.12% | 0.12% | 71 | +5,898 | 7.77% | Q4 2025 | Feb 03, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 81,000 | 5,631 | 1.58% | 1.66% | 72 | -1,458 | -1.77% | Q4 2025 | Feb 09, 2026 |
| Brookstone Capital Management | History | Added to | 79,494 | 5,526 | 0.06% | 0.06% | 73 | +3,334 | 4.38% | Q4 2025 | Jan 15, 2026 |
| Rochester Wealth Strategies, LLC | History | Added to | 79,348 | 5,516 | 3.46% | 3.44% | 74 | +5,147 | 6.94% | Q4 2025 | Jan 15, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 78,488 | 5,456 | 3.47% | 4.79% | 75 | -28,556 | -26.68% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 77,964 | 5,420 | 0.06% | 0.07% | 76 | +7,899 | 11.27% | Q4 2025 | Jan 23, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Added to | 76,941 | 5,348 | 1.19% | 1.19% | 77 | +4,844 | 6.72% | Q4 2025 | Jan 23, 2026 |
| Sigma Planning Corp | History | Added to | 76,827 | 5,342 | 0.15% | 0.13% | 78 | +11,607 | 17.8% | Q4 2025 | Jan 30, 2026 |
| CoreCap Advisors, LLC | History | Added to | 76,416 | 5,312 | 0.19% | 0.19% | 79 | +1,391 | 1.85% | Q4 2025 | Jan 13, 2026 |
| ASSETMARK, INC | History | Added to | 76,155 | 5,294 | 0.01% | 0.01% | 80 | +5,923 | 8.43% | Q4 2025 | Jan 23, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 75,046 | 5,217 | 2.04% | 2.0% | 81 | +3,985 | 5.61% | Q4 2025 | Jan 26, 2026 |
| Mutual Advisors, LLC | History | Added to | 74,490 | 5,178 | 0.11% | 0.11% | 82 | +2,838 | 3.96% | Q4 2025 | Feb 02, 2026 |
| Cerity Partners LLC | History | New | 73,975 | 5,142 | 0.01% | — | 83 | +73,975 | New | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 72,444 | 5,036 | 0.02% | 0.01% | 84 | +42,665 | 143.27% | Q4 2025 | Feb 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 71,211 | 4,950 | 0.28% | 0.31% | 85 | -512 | -0.71% | Q4 2025 | Feb 04, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 70,718 | 4,916 | 0.85% | 0.88% | 86 | +4,413 | 6.66% | Q4 2025 | Jan 07, 2026 |
| Main Line Retirement Advisors, LLC | History | Added to | 69,746 | 4,848 | 2.45% | 2.36% | 87 | +4,782 | 7.36% | Q4 2025 | Jan 21, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 69,111 | 4,804 | 0.62% | 0.66% | 88 | +3,170 | 4.81% | Q4 2025 | Feb 04, 2026 |
| VestGen Advisors, LLC | History | Added to | 67,615 | 4,700 | 0.2% | 0.05% | 89 | +45,011 | 199.13% | Q4 2025 | Feb 17, 2026 |
| Sagace Wealth Management LLC | History | Added to | 66,490 | 4,622 | 3.13% | 3.15% | 90 | +1,027 | 1.57% | Q4 2025 | Feb 02, 2026 |
| Valmark Advisers, Inc. | History | Added to | 63,316 | 4,401 | 0.05% | 0.05% | 91 | +12,752 | 25.22% | Q4 2025 | Jan 26, 2026 |
| Aspire Private Capital, LLC | History | Added to | 61,861 | 4,300 | 0.96% | 0.91% | 92 | +2,300 | 3.86% | Q4 2025 | Jan 16, 2026 |
| DiPaolo Financial Group, Inc. | History | New | 61,452 | 4,272 | 4.55% | — | 93 | +61,452 | New | Q4 2025 | Feb 24, 2026 |
| Private Advisor Group, LLC | History | Added to | 60,935 | 4,236 | 0.02% | 0.01% | 94 | +30,144 | 97.9% | Q4 2025 | Feb 17, 2026 |
| Waverly Advisors, LLC | History | New | 60,887 | 4,232 | 0.03% | — | 95 | +60,887 | New | Q4 2025 | Feb 17, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 59,260 | 4,119 | 1.53% | 1.65% | 96 | +693 | 1.18% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 57,974 | 4,030 | 2.81% | 2.71% | 97 | +8,555 | 17.31% | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 57,335 | 3,985 | 0.1% | 0.11% | 98 | -5,097 | -8.16% | Q4 2025 | Feb 03, 2026 |
| Troutman Wealth Management, LLC | History | New | 55,844 | 3,882 | 3.21% | — | 99 | +55,844 | New | Q4 2025 | Feb 18, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 53,798 | 3,740 | 0.28% | 0.22% | 100 | +5,164 | 10.62% | Q4 2025 | Feb 17, 2026 |
| Secure Asset Management, LLC | History | Added to | 53,155 | 3,695 | 0.58% | 0.58% | 101 | +3,116 | 6.23% | Q4 2025 | Jan 20, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 52,894 | 3,677 | 2.24% | 0.27% | 102 | +46,952 | 790.17% | Q4 2025 | Jan 16, 2026 |
| Dunhill Financial, LLC | History | Reduced | 52,158 | 3,625 | 0.89% | 1.67% | 103 | -38,370 | -42.38% | Q4 2025 | Jan 29, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 52,032 | 3,617 | 0.27% | 0.29% | 104 | +2,053 | 4.11% | Q4 2025 | Jan 09, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Added to | 51,075 | 3,550 | 0.47% | 0.42% | 106 | +5,866 | 12.98% | Q4 2025 | Feb 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 51,067 | 3,550 | 0.04% | 0.06% | 105 | +4,201 | 8.96% | Q4 2025 | Jan 29, 2026 |
| Level Financial Advisors | History | Reduced | 50,144 | 3,485 | 0.92% | 1.0% | 107 | -85 | -0.17% | Q4 2025 | Jan 26, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 49,484 | 3,440 | 0.08% | 0.04% | 108 | +27,938 | 129.67% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 49,054 | 3,410 | 0.07% | 0.06% | 109 | +10,271 | 26.48% | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 48,207 | 3,351 | 0.02% | 0.02% | 110 | +8,008 | 19.92% | Q4 2025 | Jan 29, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 45,920 | 3,192 | 1.81% | 1.74% | 111 | +6,325 | 15.97% | Q4 2025 | Feb 13, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 42,262 | 2,938 | 0.68% | 0.77% | 112 | -1,447 | -3.31% | Q4 2025 | Jan 27, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 67,043 | 2,857 | 0.07% | 0.09% | 113 | +223 | 0.33% | Q4 2025 | Feb 11, 2026 |
| Wealthfront Advisers LLC | History | Added to | 39,765 | 2,764 | 0.01% | 0.01% | 114 | +1,342 | 3.49% | Q4 2025 | Jan 30, 2026 |
| Shelter Mutual Insurance Co | History | No change | 38,000 | 2,641 | 0.59% | 0.6% | 115 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BANK OF HAWAII | History | Added to | 37,664 | 2,618 | 0.13% | 0.12% | 116 | +2,375 | 6.73% | Q4 2025 | Mar 03, 2026 |
| Womack Financial LLC | History | Reduced | 37,416 | 2,601 | 1.92% | 2.69% | 117 | -12,690 | -25.33% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Reduced | 37,176 | 2,584 | 0.01% | 0.01% | 118 | -1,041 | -2.72% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Added to | 36,424 | 2,532 | 0.0% | 0.0% | 119 | +607 | 1.69% | Q4 2025 | Feb 13, 2026 |
| Horizons Wealth Management | History | Added to | 35,885 | 2,494 | 1.63% | 1.7% | 120 | +754 | 2.15% | Q4 2025 | Jan 05, 2026 |
| Wilkins Miller Wealth Management, LLC | History | Added to | 35,866 | 2,493 | 1.48% | 1.51% | 121 | +1,467 | 4.26% | Q4 2025 | Jan 21, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 34,477 | 2,396 | 0.22% | — | 122 | +34,477 | New | Q4 2025 | Feb 13, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 34,452 | 2,395 | 1.51% | 1.59% | 123 | +376 | 1.1% | Q4 2025 | Jan 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 34,131 | 2,372 | 0.0% | — | 124 | +34,131 | New | Q4 2025 | Feb 13, 2026 |
| AMG National Trust Bank | History | Reduced | 34,057 | 2,367 | 0.06% | 0.06% | 125 | -2,008 | -5.57% | Q4 2025 | Jan 30, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 33,864 | 2,354 | 0.01% | 0.01% | 126 | +3,411 | 11.2% | Q4 2025 | Jan 29, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 33,445 | 2,325 | 0.04% | 0.01% | 127 | +23,589 | 239.34% | Q4 2025 | Jan 13, 2026 |
| Dakota Wealth Management | History | Added to | 32,739 | 2,276 | 0.04% | 0.04% | 128 | +6,059 | 22.71% | Q4 2025 | Jan 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 31,923 | 2,231 | 0.08% | 0.13% | 129 | +2,777 | 9.53% | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 30,721 | 2,135 | 0.07% | 0.09% | 130 | +2,278 | 8.01% | Q4 2025 | Jan 20, 2026 |
| AE Wealth Management LLC | History | Added to | 30,178 | 2,097 | 0.01% | 0.01% | 131 | +3,462 | 12.96% | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Reduced | 29,813 | 2,072 | 0.0% | 0.0% | 132 | -4,376 | -12.8% | Q4 2025 | Feb 13, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 29,453 | 2,047 | 0.07% | 0.08% | 133 | -609 | -2.03% | Q4 2025 | Jan 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 29,201 | 2,030 | 0.0% | 0.0% | 134 | +14,661 | 100.83% | Q4 2025 | Feb 06, 2026 |
| FDx Advisors, Inc. | History | Added to | 29,112 | 2,024 | 1.03% | 0.58% | 135 | +2,039 | 7.53% | Q4 2025 | Feb 10, 2026 |
| Veratis Advisors, Inc. | History | New | 28,382 | 2,020 | 1.6% | — | 136 | +28,382 | New | Q4 2025 | Feb 18, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 28,410 | 1,975 | 0.02% | 0.01% | 137 | +3,942 | 16.11% | Q4 2025 | Jan 05, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 27,847 | 1,935 | 0.55% | 0.62% | 139 | -650 | -2.28% | Q4 2025 | Feb 11, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 27,842 | 1,935 | 0.17% | 0.18% | 138 | -376 | -1.33% | Q4 2025 | Feb 17, 2026 |
| Prostatis Group LLC | History | Added to | 26,415 | 1,836 | 0.44% | 0.47% | 140 | +133 | 0.51% | Q4 2025 | Feb 17, 2026 |
| Atlatl Advisers LLC | History | Added to | 26,300 | 1,828 | 0.7% | 0.68% | 141 | +2,171 | 9.0% | Q4 2025 | Feb 09, 2026 |
| NBC SECURITIES, INC. | History | Added to | 25,998 | 1,807 | 0.14% | 0.14% | 142 | +734 | 2.91% | Q4 2025 | Jan 29, 2026 |
| RFG Advisory, LLC | History | Added to | 24,780 | 1,722 | 0.03% | 0.01% | 143 | +17,151 | 224.81% | Q4 2025 | Feb 03, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 24,498 | 1,703 | 0.11% | 0.12% | 144 | +37 | 0.15% | Q4 2025 | Jan 23, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 24,423 | 1,697 | 0.0% | 0.0% | 145 | -181 | -0.74% | Q4 2025 | Feb 12, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 24,181 | 1,681 | 0.76% | 0.78% | 146 | -290 | -1.19% | Q4 2025 | Jan 26, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 24,004 | 1,668 | 0.23% | 2.54% | 147 | -226,776 | -90.43% | Q4 2025 | Jan 21, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 23,732 | 1,649 | 0.08% | 0.09% | 148 | -2,422 | -9.26% | Q4 2025 | Feb 17, 2026 |
| HT Partners LLC | History | Added to | 22,768 | 1,582 | 0.47% | 0.49% | 149 | +149 | 0.66% | Q4 2025 | Jan 21, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 22,451 | 1,560 | 0.45% | 0.49% | 150 | -759 | -3.27% | Q4 2025 | Jan 08, 2026 |
| Quadrature Capital Ltd | History | No change | 21,538 | 1,497 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 21,285 | 1,479 | 0.02% | 0.03% | 152 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | Added to | 21,224 | 1,476 | 0.04% | 0.04% | 153 | +1,790 | 9.21% | Q4 2025 | Feb 11, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 20,930 | 1,455 | 0.11% | 0.13% | 154 | -794 | -3.65% | Q4 2025 | Jan 23, 2026 |
| Burk Holdings LLC | History | Added to | 20,443 | 1,421 | 0.68% | 0.72% | 155 | +1,496 | 7.9% | Q4 2025 | Feb 12, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Reduced | 20,286 | 1,410 | 0.77% | 0.9% | 156 | -834 | -3.95% | Q4 2025 | Feb 10, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 20,150 | 1,400 | 0.81% | 1.32% | 157 | -11,345 | -36.02% | Q4 2025 | Jan 27, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 18,795 | 1,306 | 0.05% | 0.05% | 158 | -17 | -0.09% | Q4 2025 | Jan 27, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 18,001 | 1,251 | 0.69% | 0.71% | 159 | +423 | 2.41% | Q4 2025 | Jan 21, 2026 |
| NWAM LLC | History | Reduced | 17,528 | 1,219 | 0.07% | 0.07% | 160 | -935 | -5.06% | Q4 2025 | Feb 04, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 17,454 | 1,213 | 1.03% | 1.23% | 161 | -2,746 | -13.59% | Q4 2025 | Feb 18, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 16,921 | 1,176 | 0.03% | 0.03% | 162 | +554 | 3.38% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Wealth | History | Added to | 16,497 | 1,146 | 0.0% | 0.0% | 163 | +11,142 | 208.07% | Q4 2025 | Feb 13, 2026 |
| Human Investing LLC | History | Added to | 16,303 | 1,133 | 0.16% | 0.15% | 164 | +2,371 | 17.02% | Q4 2025 | Jan 27, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 16,045 | 1,115 | 0.05% | 0.05% | 165 | -619 | -3.71% | Q4 2025 | Jan 26, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 16,000 | 1,112 | 0.0% | 0.0% | 166 | -65,008 | -80.25% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Partners, LLC | History | New | 15,909 | 1,105 | 0.29% | — | 167 | +15,909 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 14,968 | 1,042 | 0.0% | 0.0% | 168 | -139 | -0.92% | Q4 2025 | Jan 08, 2026 |
| Compound Planning, Inc. | History | Added to | 14,937 | 1,038 | 0.03% | 0.03% | 169 | +1,273 | 9.32% | Q4 2025 | Feb 19, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 14,338 | 996 | 0.32% | 0.37% | 170 | -1,501 | -9.48% | Q4 2025 | Feb 03, 2026 |
| BRIGHTON SECURITIES CORP. | History | Added to | 13,902 | 966 | 0.48% | 0.42% | 171 | +2,535 | 22.3% | Q4 2025 | Mar 06, 2026 |
| M&T BANK CORP | History | No change | 13,716 | 953 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Ascent Group, LLC | History | Reduced | 13,568 | 943 | 0.03% | 0.04% | 173 | -2,241 | -14.18% | Q4 2025 | Jan 20, 2026 |
| Blue Line Capital, LLC / IL | History | New | 13,291 | 924 | 1.09% | — | 174 | +13,291 | New | Q4 2025 | Feb 17, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 13,226 | 919 | 0.15% | 0.15% | 175 | +247 | 1.9% | Q4 2025 | Feb 04, 2026 |
| Bank of Marin | History | Reduced | 13,122 | 912 | 0.63% | 0.66% | 176 | -114 | -0.86% | Q4 2025 | Feb 17, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 13,034 | 906 | 0.33% | 0.28% | 177 | +3,754 | 40.45% | Q4 2025 | Feb 12, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 12,990 | 903 | 0.41% | 0.38% | 178 | -2,248 | -14.75% | Q4 2025 | Jan 23, 2026 |
| GeoWealth Management, LLC | History | Added to | 12,947 | 900 | 0.03% | 0.01% | 179 | +9,604 | 287.29% | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 12,779 | 888 | 0.05% | 0.05% | 180 | -1,850 | -12.65% | Q4 2025 | Feb 17, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 12,324 | 856 | 0.35% | 0.33% | 181 | +1,211 | 10.9% | Q4 2025 | Feb 09, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 12,241 | 850 | 0.16% | — | 182 | +12,241 | New | Q4 2025 | Jan 28, 2026 |
| Maia Wealth LLC | History | Reduced | 11,922 | 843 | 0.14% | 0.19% | 183 | -4,240 | -26.23% | Q4 2025 | Feb 17, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 12,029 | 836 | 0.11% | 0.14% | 184 | -1,965 | -14.04% | Q4 2025 | Feb 12, 2026 |
| Aureum Wealth Management, LLC | History | New | 11,967 | 831 | 0.77% | — | 185 | +11,967 | New | Q4 2025 | Jan 28, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 11,798 | 820 | 0.0% | 0.0% | 186 | -280,574 | -95.96% | Q4 2025 | Feb 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 11,786 | 819 | 0.02% | 0.02% | 187 | +891 | 8.18% | Q4 2025 | Feb 13, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 11,504 | 805 | 0.2% | 0.21% | 188 | +347 | 3.11% | Q4 2025 | Jan 23, 2026 |
| Capital Asset Managemnet, LLC | History | New | 11,414 | 793 | 0.88% | — | 189 | +11,414 | New | Q4 2025 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 11,180 | 777 | 0.01% | 0.01% | 190 | +2,453 | 28.11% | Q4 2025 | Feb 17, 2026 |
| Prudent Man Advisors, LLC | History | Reduced | 11,165 | 776 | 0.28% | 0.3% | 191 | -500 | -4.29% | Q4 2025 | Feb 11, 2026 |
| True Link Financial Advisors, LLC | History | No change | 11,000 | 764 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 10,946 | 760 | 0.04% | 0.04% | 193 | -1,267 | -10.37% | Q4 2025 | Feb 13, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 10,631 | 743 | 0.07% | 0.08% | 194 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | New | 10,613 | 737 | 0.01% | — | 195 | +10,613 | New | Q4 2025 | Feb 17, 2026 |
| City State Bank | History | No change | 10,609 | 737 | 0.2% | 0.22% | 196 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 10,530 | 732 | 0.0% | 0.0% | 197 | -393 | -3.6% | Q4 2025 | Feb 13, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | New | 10,434 | 725 | 0.41% | — | 198 | +10,434 | New | Q4 2025 | Feb 03, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 10,426 | 724 | 0.14% | 0.1% | 199 | +609 | 6.2% | Q4 2025 | Feb 02, 2026 |
| Arlington Capital Management, Inc. | History | New | 10,378 | 721 | 0.44% | — | 200 | +10,378 | New | Q4 2025 | Jan 06, 2026 |
| GWN SECURITIES INC. | History | Added to | 10,367 | 720 | 0.15% | 0.15% | 201 | +949 | 10.08% | Q4 2025 | Feb 11, 2026 |
| Security Financial Services, INC. | History | Added to | 10,311 | 716 | 0.11% | 0.11% | 202 | +1,057 | 11.42% | Q4 2025 | Jan 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 10,279 | 714 | 0.01% | 0.0% | 203 | +5,623 | 120.77% | Q4 2025 | Feb 13, 2026 |
| Asset Allocation & Management Company, LLC | History | New | 10,260 | 713 | 0.28% | — | 204 | +10,260 | New | Q4 2025 | Jan 12, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 10,069 | 699 | 0.05% | 0.05% | 205 | -422 | -4.02% | Q4 2025 | Apr 02, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 9,954 | 692 | 0.31% | 0.33% | 206 | -701 | -6.58% | Q4 2025 | Jan 21, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 9,924 | 689 | 0.01% | 0.01% | 207 | -188 | -1.86% | Q4 2025 | Feb 02, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 9,854 | 685 | 0.0% | 0.0% | 208 | -733 | -6.92% | Q4 2025 | Feb 12, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 9,465 | 658 | 0.09% | 0.2% | 209 | -9,304 | -49.57% | Q4 2025 | Feb 09, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Added to | 9,440 | 656 | 0.37% | 0.37% | 210 | +1 | 0.01% | Q4 2025 | Jan 30, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 9,170 | 637 | 0.05% | 0.06% | 211 | -162 | -1.74% | Q4 2025 | Jan 13, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 9,146 | 635 | 0.14% | 0.16% | 212 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Roundview Capital LLC | History | No change | 9,094 | 632 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 9,081 | 631 | 0.0% | 0.0% | 214 | +218 | 2.46% | Q4 2025 | Feb 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 8,968 | 623 | 0.03% | 0.06% | 215 | +652 | 7.84% | Q4 2025 | Feb 17, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 8,857 | 615 | 0.19% | 0.19% | 216 | +443 | 5.27% | Q4 2025 | Jan 22, 2026 |
| Luminvest Wealth Management LLC | History | Added to | 8,807 | 612 | 0.17% | 0.2% | 217 | +134 | 1.55% | Q4 2025 | Jan 26, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 8,658 | 601 | 0.02% | — | 218 | +8,658 | New | Q4 2025 | Jan 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 8,553 | 594 | 0.01% | 0.0% | 219 | +5,573 | 187.01% | Q4 2025 | Feb 19, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 8,484 | 589 | 0.54% | — | 220 | +8,484 | New | Q4 2025 | Feb 13, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 8,170 | 571 | 0.2% | 0.24% | 221 | -2,495 | -23.39% | Q4 2025 | Jan 09, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 8,092 | 562 | 0.2% | 0.2% | 222 | -15 | -0.19% | Q4 2025 | Jan 27, 2026 |
| North Star Investment Management Corp. | History | Added to | 7,971 | 554 | 0.03% | 0.04% | 223 | +90 | 1.14% | Q4 2025 | Jan 30, 2026 |
| Keudell/Morrison Wealth Management | History | New | 7,963 | 553 | 0.12% | — | 224 | +7,963 | New | Q4 2025 | Feb 06, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 7,960 | 553 | 0.41% | 0.43% | 225 | +86 | 1.09% | Q4 2025 | Feb 11, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 7,742 | 538 | 0.28% | 0.16% | 226 | +3,592 | 86.55% | Q4 2025 | Feb 13, 2026 |
| VISIONARY HORIZONS, LLC | History | Reduced | 7,142 | 496 | 0.26% | 0.32% | 227 | -885 | -11.03% | Q4 2025 | Jan 23, 2026 |
| SlateStone Wealth, LLC | History | Added to | 6,941 | 483 | 0.04% | 0.04% | 228 | +1,036 | 17.54% | Q4 2025 | Feb 11, 2026 |
| GC Wealth Management RIA, LLC | History | New | 6,941 | 482 | 0.02% | — | 229 | +6,941 | New | Q4 2025 | Jan 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 6,848 | 476 | 0.0% | 0.0% | 230 | -1,271 | -15.65% | Q4 2025 | Feb 17, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 6,574 | 457 | 0.02% | 0.02% | 231 | -1,103 | -14.37% | Q4 2025 | Feb 03, 2026 |
| Avior Wealth Management, LLC | History | No change | 6,458 | 448 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 6,406 | 445 | 0.25% | 0.31% | 233 | +394 | 6.55% | Q4 2025 | Feb 17, 2026 |
| Invst, LLC | History | Reduced | 6,185 | 429 | 0.05% | 0.06% | 234 | -1,051 | -14.52% | Q4 2025 | Feb 11, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 6,184 | 429 | 0.04% | 0.03% | 235 | +750 | 13.8% | Q4 2025 | Jan 21, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 6,088 | 423 | 0.0% | 0.0% | 236 | +3,209 | 111.46% | Q4 2025 | Feb 18, 2026 |
| Integrated Wealth Management | History | New | 6,084 | 422 | 0.47% | — | 238 | +6,084 | New | Q4 2025 | Mar 03, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 6,071 | 422 | 0.01% | 0.01% | 237 | +854 | 16.37% | Q4 2025 | Feb 10, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 6,068 | 421 | 0.05% | 0.06% | 239 | -494 | -7.53% | Q4 2025 | Jan 22, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 6,050 | 420 | 0.22% | 0.25% | 240 | -165 | -2.65% | Q4 2025 | Jan 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 6,012 | 417 | 0.0% | 0.0% | 241 | -6,457 | -51.78% | Q4 2025 | Feb 17, 2026 |
| Leo Wealth, LLC | History | New | 5,875 | 408 | 0.03% | — | 242 | +5,875 | New | Q4 2025 | Jan 21, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 5,812 | 404 | 0.19% | 0.21% | 243 | -92 | -1.56% | Q4 2025 | Feb 17, 2026 |
| VestGen Investment Management | History | Reduced | 5,808 | 403 | 0.22% | 0.26% | 244 | -241 | -3.98% | Q4 2025 | Feb 18, 2026 |
| Southland Equity Partners LLC | History | Added to | 5,528 | 384 | 0.08% | 0.08% | 246 | +126 | 2.33% | Q4 2025 | Jan 14, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 5,528 | 384 | 0.01% | 0.01% | 245 | -115 | -2.04% | Q4 2025 | Feb 06, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Added to | 5,454 | 379 | 0.18% | 0.12% | 247 | +1,984 | 57.18% | Q4 2025 | Jan 22, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,440 | 378 | 0.01% | — | 248 | +5,429 | 49354.55% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 5,309 | 369 | 0.01% | 0.15% | 249 | -48,023 | -90.05% | Q4 2025 | Feb 13, 2026 |
| Center For Asset Management LLC | History | Added to | 5,183 | 360 | 0.19% | 0.19% | 250 | +194 | 3.89% | Q4 2025 | Jan 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,024 | 349 | 0.0% | 0.0% | 251 | +1,561 | 45.08% | Q4 2025 | Mar 16, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 4,900 | 340 | 0.1% | 0.11% | 252 | +43 | 0.89% | Q4 2025 | Feb 10, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 4,839 | 336 | 0.04% | 0.05% | 253 | -656 | -11.94% | Q4 2025 | Feb 03, 2026 |
| Long Run Wealth Advisors, LLC | History | Added to | 4,665 | 324 | 0.06% | 0.06% | 254 | +72 | 1.57% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 4,579 | 319 | 0.05% | 0.02% | 255 | +4,011 | 706.16% | Q4 2025 | Feb 02, 2026 |
| CGN Advisors LLC | History | Added to | 4,507 | 313 | 0.02% | 0.03% | 257 | +184 | 4.26% | Q4 2025 | Jan 05, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 4,507 | 313 | 0.02% | 0.02% | 256 | -55 | -1.21% | Q4 2025 | Feb 03, 2026 |
| PFG Advisors | History | Reduced | 4,333 | 301 | 0.01% | 0.03% | 258 | -6,250 | -59.06% | Q4 2025 | Jan 27, 2026 |
| United Financial Planning Group LLC | History | Added to | 4,290 | 298 | 0.18% | 0.19% | 259 | +55 | 1.3% | Q4 2025 | Feb 11, 2026 |
| Vantage Financial Partners, LLC | History | Added to | 4,259 | 296 | 0.06% | 0.06% | 260 | +65 | 1.55% | Q4 2025 | Feb 03, 2026 |
| Parallel Advisors, LLC | History | No change | 4,215 | 293 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 4,211 | 292 | 0.0% | — | 262 | +4,211 | New | Q4 2025 | Jan 29, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | New | 4,152 | 288 | 0.04% | — | 263 | +4,152 | New | Q4 2025 | Jan 21, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 4,128 | 286 | 0.08% | 0.08% | 264 | +35 | 0.86% | Q4 2025 | Feb 11, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 4,108 | 285 | 0.01% | 0.01% | 265 | -433 | -9.54% | Q4 2025 | Feb 10, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | New | 4,063 | 282 | 0.16% | — | 267 | +4,063 | New | Q4 2025 | Jan 28, 2026 |
| Capital Square, LLC | History | Reduced | 4,068 | 282 | 0.14% | 0.16% | 266 | -492 | -10.79% | Q4 2025 | Feb 13, 2026 |
| RCS Financial Planning, LLC | History | Added to | 4,031 | 280 | 0.12% | 0.1% | 268 | +869 | 27.48% | Q4 2025 | Jan 15, 2026 |
| Diversified Trust Co | History | No change | 4,002 | 278 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 3,982 | 276 | 0.13% | 0.26% | 270 | -3,823 | -48.98% | Q4 2025 | Jan 14, 2026 |
| CABANA LLC | History | New | 3,924 | 272 | 2.04% | — | 271 | +3,924 | New | Q4 2025 | Jan 28, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 3,904 | 271 | 0.02% | 0.02% | 272 | +1,287 | 49.18% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 3,902 | 271 | 0.0% | 0.01% | 273 | -386 | -9.0% | Q4 2025 | Feb 09, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 3,820 | 265 | 0.0% | — | 274 | +3,820 | New | Q4 2025 | Feb 09, 2026 |
| Redwood Investment Management, LLC | History | Reduced | 3,762 | 262 | 0.03% | 0.03% | 275 | -433 | -10.32% | Q4 2025 | Feb 17, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 3,727 | 259 | 0.07% | 0.06% | 276 | +226 | 6.46% | Q4 2025 | Jan 12, 2026 |
| Creative Planning | History | Reduced | 3,710 | 257 | 0.0% | 0.0% | 277 | -456 | -10.95% | Q4 2025 | Feb 17, 2026 |
| Westfuller Advisors, LLC | History | Added to | 3,701 | 257 | 0.1% | 0.12% | 278 | +56 | 1.54% | Q4 2025 | Jan 21, 2026 |
| TBH Global Asset Management, LLC | History | No change | 3,693 | 256 | 0.04% | 0.05% | 279 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 1,555 | 255 | 0.08% | 0.06% | 280 | +105 | 7.24% | Q4 2025 | Jan 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 3,648 | 253 | 0.0% | — | 281 | +3,648 | New | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 3,615 | 252 | 0.0% | 0.0% | 282 | -353 | -8.9% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 3,532 | 245 | 0.0% | — | 284 | +3,532 | New | Q4 2025 | Feb 18, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 3,530 | 245 | 0.01% | 0.01% | 283 | +414 | 13.29% | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Added to | 3,466 | 240 | 0.0% | 0.0% | 285 | +148 | 4.46% | Q4 2025 | Feb 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 3,421 | 237 | 0.04% | — | 286 | +3,421 | New | Q4 2025 | Feb 12, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 3,367 | 234 | 0.0% | 0.0% | 287 | -245 | -6.78% | Q4 2025 | Feb 17, 2026 |
| Trinity Legacy Partners, LLC | History | Reduced | 3,352 | 233 | 0.05% | 2.27% | 288 | -135,304 | -97.58% | Q4 2025 | Jan 26, 2026 |
| EP Wealth Advisors, LLC | History | New | 3,308 | 229 | 0.0% | — | 289 | +3,308 | New | Q4 2025 | Feb 18, 2026 |
| WMG Financial Advisors, LLC | History | No change | 3,303 | 229 | 0.09% | 0.08% | 290 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| EJMK Ventures LLC | History | New | 3,284 | 228 | 0.14% | — | 291 | +3,284 | New | Q4 2025 | Mar 03, 2026 |
| Modern Wealth Management, LLC | History | New | 3,272 | 227 | 0.0% | — | 292 | +3,272 | New | Q4 2025 | Feb 17, 2026 |
| Hardworking Capital Advisors, LLC | History | New | 3,238 | 225 | 0.2% | — | 295 | +3,238 | New | Q4 2025 | Feb 12, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 3,246 | 225 | 0.06% | 0.07% | 294 | -362 | -10.03% | Q4 2025 | Jan 07, 2026 |
| Keystone Financial Group | History | Added to | 3,242 | 225 | 0.02% | 0.02% | 293 | +10 | 0.31% | Q4 2025 | Feb 06, 2026 |
| Hedeker Wealth, LLC | History | Reduced | 3,211 | 223 | 0.05% | 0.05% | 296 | -13 | -0.4% | Q4 2025 | Jan 23, 2026 |
| Merit Financial Group, LLC | History | New | 3,197 | 222 | 0.0% | — | 297 | +3,197 | New | Q4 2025 | Jan 26, 2026 |
| Compass Ion Advisors, LLC | History | No change | 3,171 | 220 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| United Advisor Group, LLC | History | Added to | 3,013 | 209 | 0.03% | 0.03% | 299 | +186 | 6.58% | Q4 2025 | Jan 26, 2026 |
| Blue Trust, Inc. | History | No change | 3,000 | 208 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 2,968 | 206 | 0.04% | 0.07% | 301 | -62 | -2.05% | Q4 2025 | Feb 12, 2026 |
| GTS SECURITIES LLC | History | Reduced | 2,958 | 205 | 0.01% | 0.04% | 303 | -13,232 | -81.73% | Q4 2025 | Feb 13, 2026 |
| WESBANCO BANK INC | History | New | 2,958 | 205 | 0.01% | — | 302 | +2,958 | New | Q4 2025 | Feb 03, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2,954 | 205 | 0.03% | — | 304 | +2,954 | New | Q4 2025 | Feb 09, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Reduced | 2,935 | 204 | 0.01% | 0.01% | 305 | -2 | -0.07% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 2,907 | 203 | 0.01% | 0.01% | 306 | +31 | 1.08% | Q4 2025 | Jan 28, 2026 |
| Kestra Investment Management, LLC | History | New | 2,911 | 202 | 0.0% | — | 307 | +2,911 | New | Q4 2025 | Feb 09, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 2,883 | 200 | 0.01% | 0.01% | 308 | +9 | 0.31% | Q4 2025 | Feb 04, 2026 |
| Allworth Financial LP | History | New | 2,547 | 177 | 0.0% | — | 309 | +2,547 | New | Q4 2025 | Feb 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 2,410 | 167 | 0.06% | — | 310 | +2,410 | New | Q4 2025 | Jan 20, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Reduced | 2,393 | 166 | 0.13% | 0.14% | 312 | -88 | -3.55% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Added to | 2,396 | 166 | 0.01% | 0.01% | 311 | +40 | 1.7% | Q4 2025 | Jan 14, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 2,314 | 160 | 0.06% | 0.06% | 313 | -11 | -0.47% | Q4 2025 | Jan 21, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,205 | 153 | 0.01% | 0.01% | 314 | -1,159 | -34.45% | Q4 2025 | Jan 20, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 2,070 | 144 | 0.03% | 0.05% | 315 | -1,475 | -41.61% | Q4 2025 | Jan 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 1,836 | 128 | 0.01% | 0.01% | 316 | -1,242 | -40.35% | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 1,788 | 124 | 0.0% | 0.0% | 317 | -38 | -2.08% | Q4 2025 | Feb 17, 2026 |
| REAP Financial Group, LLC | History | Reduced | 1,650 | 114 | 0.02% | 0.03% | 318 | -576 | -25.88% | Q4 2025 | Feb 10, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 1,627 | 113 | 0.02% | 0.02% | 319 | -78 | -4.57% | Q4 2025 | Feb 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,586 | 110 | 0.01% | — | 320 | +1,586 | New | Q4 2025 | Feb 03, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,574 | 109 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SageView Advisory Group, LLC | History | New | 1,415 | 98 | 0.0% | — | 322 | +1,415 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 1,384 | 96 | 0.0% | 0.0% | 323 | -190 | -12.07% | Q4 2025 | Feb 17, 2026 |
| Independence Bank of Kentucky | History | Reduced | 1,337 | 92 | 0.01% | 0.01% | 324 | -85 | -5.98% | Q4 2025 | Jan 20, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 1,260 | 87 | 0.03% | 0.03% | 325 | -34 | -2.63% | Q4 2025 | Feb 12, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 1,230 | 85 | 0.04% | 0.05% | 326 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 1,156 | 80 | 0.04% | — | 327 | +1,156 | New | Q4 2025 | Feb 03, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 1,045 | 72 | 0.02% | 0.04% | 328 | +406 | 63.54% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,034 | 71 | 0.01% | 0.01% | 329 | -553 | -34.85% | Q4 2025 | Jan 26, 2026 |
| Rossby Financial, LCC | History | Reduced | 1,002 | 69 | 0.02% | 0.03% | 330 | -108 | -9.73% | Q4 2025 | Feb 12, 2026 |
| Archer Investment Corp | History | Reduced | 975 | 67 | 0.02% | 0.02% | 331 | -120 | -10.96% | Q4 2025 | Jan 30, 2026 |
| Community Bank, N.A. | History | Added to | 899 | 62 | 0.01% | 0.0% | 332 | +684 | 318.14% | Q4 2025 | Feb 04, 2026 |
| CWM, LLC | History | Reduced | 849 | 59 | 0.0% | 0.0% | 333 | -186 | -17.97% | Q4 2025 | Jan 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 838 | 58 | 0.0% | 0.0% | 334 | +701 | 511.68% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 831 | 57 | 0.02% | 0.02% | 335 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 760 | 52 | 0.02% | — | 336 | +760 | New | Q4 2025 | Feb 05, 2026 |
| Global Trust Asset Management, LLC | History | New | 629 | 43 | 0.02% | — | 337 | +629 | New | Q4 2025 | Jan 20, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 578 | 40 | 0.0% | 0.0% | 338 | -12 | -2.03% | Q4 2025 | Feb 09, 2026 |
| Clearstead Trust, LLC | History | No change | 535 | 37 | 0.01% | 0.01% | 339 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NBT BANK N A /NY | History | New | 519 | 36 | 0.0% | — | 340 | +519 | New | Q4 2025 | Jan 23, 2026 |
| Ironwood Wealth Management, LLC. | History | New | 493 | 34 | 0.01% | — | 341 | +493 | New | Q4 2025 | Feb 02, 2026 |
| Key FInancial Inc | History | Added to | 473 | 32 | 0.01% | 0.0% | 343 | +252 | 114.03% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 471 | 32 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Caitlin John, LLC | History | No change | 440 | 30 | 0.02% | 0.02% | 344 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Colonial Trust Co / SC | History | Added to | 428 | 29 | 0.0% | 0.0% | 345 | +7 | 1.66% | Q4 2025 | Feb 12, 2026 |
| Crews Bank & Trust | History | No change | 385 | 26 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 363 | 25 | 0.0% | 0.0% | 347 | +6 | 1.68% | Q4 2025 | Feb 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 340 | 23 | 0.0% | 0.0% | 349 | -412 | -54.79% | Q4 2025 | Feb 06, 2026 |
| HOWE & RUSLING INC | History | Added to | 343 | 23 | 0.0% | 0.0% | 348 | +24 | 7.52% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 318 | 22 | 0.0% | 0.0% | 350 | -14 | -4.22% | Q4 2025 | Jan 21, 2026 |
| Arax Advisory Partners | History | Reduced | 282 | 19 | 0.0% | 0.37% | 353 | -331,190 | -99.91% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 274 | 19 | 0.0% | — | 351 | +274 | New | Q4 2025 | Feb 02, 2026 |
| Asset Dedication, LLC | History | No change | 277 | 19 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 250 | 17 | 0.01% | 0.02% | 354 | +26 | 11.61% | Q4 2025 | Feb 10, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 239 | 16 | 0.01% | — | 356 | +239 | New | Q4 2025 | Feb 10, 2026 |
| Signature Equity Partners, LLC | History | New | 236 | 16 | 0.01% | — | 357 | +236 | New | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Added to | 228 | 16 | 0.0% | 0.0% | 355 | +3 | 1.33% | Q4 2025 | Feb 02, 2026 |
| BLUELINE ADVISORS LLC | History | New | 213 | 14 | 0.01% | — | 358 | +213 | New | Q4 2025 | Feb 10, 2026 |
| OPTIMA CAPITAL LLC | History | New | 189 | 13 | 0.01% | — | 361 | +189 | New | Q4 2025 | Jan 23, 2026 |
| Larson Financial Group LLC | History | Reduced | 201 | 13 | 0.0% | 0.0% | 359 | -3 | -1.47% | Q4 2025 | Feb 06, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 200 | 13 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| WealthShield Partners, LLC | History | No change | 157 | 10 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sound Income Strategies, LLC | History | No change | 150 | 10 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Clark Wealth Partners | History | No change | 137 | 9 | 0.01% | 0.01% | 364 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SIMPLEX TRADING, LLC | History | New | 124 | 8 | 0.0% | — | 366 | +124 | New | Q4 2025 | Feb 11, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 125 | 8 | 0.0% | 0.0% | 367 | -80 | -39.02% | Q4 2025 | Feb 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 126 | 8 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 111 | 7 | 0.0% | 0.01% | 372 | -426 | -79.33% | Q4 2025 | Jan 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 114 | 7 | 0.0% | 0.0% | 368 | -54 | -32.14% | Q4 2025 | Feb 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 102 | 7 | 0.0% | 0.0% | 369 | +1 | 0.99% | Q4 2025 | Feb 10, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 115 | 7 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 101 | 7 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Pflug Koory, LLC | History | Added to | 88 | 6 | 0.0% | 0.0% | 373 | +1 | 1.15% | Q4 2025 | Jan 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 76 | 5 | 0.0% | — | 374 | +76 | New | Q4 2025 | Jan 21, 2026 |
| Garner Asset Management Corp | History | New | 68 | 4 | 0.0% | — | 376 | +68 | New | Q4 2025 | Feb 03, 2026 |
| Bangor Savings Bank | History | No change | 58 | 4 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Orion Capital Management LLC | History | New | 52 | 3 | 0.0% | — | 382 | +52 | New | Q4 2025 | Feb 03, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 51 | 3 | 0.0% | — | 378 | +51 | New | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | New | 51 | 3 | 0.0% | — | 379 | +51 | New | Q4 2025 | Feb 12, 2026 |
| Advocate Investing Services LLC | History | New | 51 | 3 | 0.0% | — | 383 | +51 | New | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 50 | 3 | 0.0% | 0.0% | 377 | -27 | -35.06% | Q4 2025 | Feb 09, 2026 |
| Bogart Wealth, LLC | History | No change | 56 | 3 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 52 | 3 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 34 | 2 | 0.0% | — | 391 | +34 | New | Q4 2025 | Mar 05, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | New | 31 | 2 | 0.0% | — | 384 | +31 | New | Q4 2025 | Jan 27, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 23 | 2 | 0.0% | — | 390 | +23 | New | Q4 2025 | Feb 12, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 34 | 2 | 0.0% | 0.0% | 389 | +6 | 21.43% | Q4 2025 | Feb 18, 2026 |
| Golden State Wealth Management, LLC | History | No change | 37 | 2 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 43 | 2 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Transce3nd, LLC | History | No change | 30 | 2 | 0.02% | — | 387 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| N.E.W. Advisory Services LLC | History | New | 28 | 1 | 0.0% | — | 394 | +28 | New | Q4 2025 | Jan 28, 2026 |
| Strategic Advocates LLC | History | New | 19 | 1 | 0.0% | — | 396 | +19 | New | Q4 2025 | Feb 11, 2026 |
| Laurel Wealth Advisors LLC | History | New | 18 | 1 | 0.0% | — | 393 | +18 | New | Q4 2025 | Jan 30, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Red Tortoise LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 15 | 1 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -178,592 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -158,634 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Waterford Advisors, LLC | History | Closed out | 0 | 0 | — | 3.64% | — | -148,409 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -28,317 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,853 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Estate Counselors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,905 | -100.0% | Q3 2025 | Oct 31, 2025 |
| HANOVER ADVISORS INC | History | Closed out | 0 | 0 | — | 0.2% | — | -7,446 | -100.0% | Q3 2025 | Nov 06, 2025 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.01% | — | -7,234 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Ground Swell Capital, LLC | History | Closed out | 0 | 0 | — | 0.99% | — | -6,397 | -100.0% | Q3 2025 | Nov 06, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,720 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FSA Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.3% | — | -5,280 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,233 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,148 | -100.0% | Q3 2025 | Nov 14, 2025 |
| LongView Wealth Management | History | Closed out | 0 | 0 | — | 0.09% | — | -4,730 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Claris Financial LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,184 | -100.0% | Q3 2025 | Apr 07, 2026 |
| TI-TRUST, INC | History | Closed out | 0 | 0 | — | 0.16% | — | -3,608 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Drucker Wealth 3.0, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,575 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,531 | -100.0% | Q3 2025 | Nov 06, 2025 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,412 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 0.12% | — | -3,268 | -100.0% | Q3 2025 | Nov 21, 2025 |
| JT Stratford LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,231 | -100.0% | Q3 2025 | Nov 12, 2025 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 1.03% | — | -3,142 | -100.0% | Q3 2025 | Dec 09, 2025 |
| NOTTINGHAM ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -3,111 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -3,073 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,047 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Maridea Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,978 | -100.0% | Q3 2025 | Nov 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,752 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Palisade Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -922 | -100.0% | Q3 2025 | Nov 17, 2025 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.0% | — | -618 | -100.0% | Q3 2025 | Oct 21, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -461 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -183 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Glass Jacobson Investment Advisors llc | History | Closed out | 0 | 0 | — | 0.0% | — | -171 | -100.0% | Q3 2025 | Oct 29, 2025 |
| ALERUS FINANCIAL NA | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Richardson Capital Management LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 30, 2026 |
| Clayton Financial Group LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q4 2025 | Jan 21, 2026 |
| Camelot Portfolios, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 29, 2026 |
| Triumph Capital Management | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 12, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AlphaCore Capital LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 05, 2026 |
| Ancora Advisors LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Investors Research Corp | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |