VANGUARD GROUP INC - IVOO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | History | Added to | 1,690,313 | 188,976 | 0.02% | 0.02% | 1 | +47,282 | 2.88% | Q4 2025 | Mar 25, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,328,178 | 148,490 | 0.01% | 0.01% | 2 | +21,418 | 1.64% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,081,311 | 120,891 | 1.78% | 1.31% | 3 | +299,175 | 38.25% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Added to | 1,009,424 | 112,853 | 0.01% | 0.01% | 4 | +24,820 | 2.52% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 868,725 | 97,123 | 0.02% | 0.01% | 5 | +1,547 | 0.18% | Q4 2025 | Jan 29, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Reduced | 630,000 | 70,434 | 2.35% | 2.68% | 6 | -30,000 | -4.55% | Q4 2025 | Feb 05, 2026 |
| Align Financial, LLC | History | New | 63,950 | 63,950 | 0.04% | — | 7 | +63,950 | New | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 555,856 | 62,144 | 0.04% | 0.04% | 8 | +12,090 | 2.22% | Q4 2025 | Feb 10, 2026 |
| Starr Indemnity & Liability Co | History | No change | 364,098 | 40,706 | 11.56% | 13.12% | 9 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 338,429 | 37,836 | 0.01% | 0.01% | 10 | +11,533 | 3.53% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 272,623 | 30,479 | 0.01% | 0.01% | 11 | +11,298 | 4.32% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 271,790 | 30,386 | 0.01% | 0.01% | 12 | -15,710 | -5.46% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 259,215 | 28,980 | 0.01% | 0.01% | 13 | +86 | 0.03% | Q4 2025 | Feb 10, 2026 |
| Savant Capital, LLC | History | Added to | 250,648 | 28,022 | 0.16% | 0.06% | 14 | +155,480 | 163.37% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 232,057 | 25,944 | 0.0% | — | 15 | +232,057 | New | Q4 2025 | Feb 17, 2026 |
| C V STARR & CO INC | History | No change | 227,427 | 25,426 | 13.97% | 11.59% | 16 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 218,298 | 24,423 | 0.01% | 0.01% | 17 | +3,023 | 1.4% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 181,585 | 20,301 | 0.0% | 0.0% | 18 | +5,979 | 3.4% | Q4 2025 | Feb 11, 2026 |
| Francis Financial, Inc. | History | Added to | 162,744 | 18,194 | 3.55% | 3.05% | 19 | +7,566 | 4.88% | Q4 2025 | Feb 11, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 151,439 | 16,930 | 0.28% | 0.28% | 20 | +4,324 | 2.94% | Q4 2025 | Jan 28, 2026 |
| Allworth Financial LP | History | New | 148,854 | 16,641 | 0.07% | — | 21 | +148,854 | New | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 142,256 | 15,914 | 0.02% | 0.02% | 22 | +19,400 | 15.79% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 140,526 | 15,710 | 0.02% | 0.02% | 23 | -8,291 | -5.57% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 135,573 | 15,157 | 0.09% | 0.09% | 24 | +7,352 | 5.73% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 119,683 | 13,380 | 0.01% | 0.02% | 25 | -2,749 | -2.25% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 114,263 | 12,774 | 0.29% | 0.31% | 26 | -4,696 | -3.95% | Q4 2025 | Jan 27, 2026 |
| NWM ADVISORS, LLC | History | New | 112,919 | 12,624 | 10.98% | — | 27 | +112,919 | New | Q4 2025 | Feb 04, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 102,646 | 11,475 | 0.09% | 0.06% | 28 | +31,963 | 45.22% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 96,161 | 10,751 | 0.03% | 0.03% | 29 | +2,035 | 2.16% | Q4 2025 | Feb 05, 2026 |
| Coign Capital Advisors LLC | History | Reduced | 92,598 | 10,352 | 5.42% | 5.76% | 30 | -2,145 | -2.26% | Q4 2025 | Jan 20, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Reduced | 82,493 | 9,222 | 3.57% | 3.62% | 31 | -1,417 | -1.69% | Q4 2025 | Jan 23, 2026 |
| Pathstone Holdings, LLC | History | New | 81,946 | 9,161 | 0.04% | — | 32 | +81,946 | New | Q4 2025 | Feb 13, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Added to | 81,255 | 9,084 | 3.81% | 3.58% | 33 | +5,690 | 7.53% | Q4 2025 | Feb 04, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 80,172 | 8,963 | 1.38% | 1.51% | 34 | +2,046 | 2.62% | Q4 2025 | Jan 28, 2026 |
| Kastel Capital Advisors, LLC | History | New | 79,651 | 8,904 | 5.47% | — | 35 | +79,651 | New | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 79,455 | 8,883 | 0.01% | 0.01% | 36 | +24,647 | 44.97% | Q4 2025 | Feb 13, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 68,321 | 7,638 | 1.18% | 0.91% | 37 | +21,059 | 44.56% | Q4 2025 | Jan 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 64,592 | 7,221 | 0.01% | 0.01% | 38 | +4,995 | 8.38% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 62,448 | 6,982 | 0.02% | 0.02% | 39 | +661 | 1.07% | Q4 2025 | Feb 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 57,570 | 6,436 | 0.01% | 0.01% | 40 | +13,654 | 31.09% | Q4 2025 | Mar 16, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 55,980 | 6,258 | 0.32% | 0.28% | 41 | +6,345 | 12.78% | Q4 2025 | Jan 27, 2026 |
| SENTINEL TRUST CO LBA | History | Reduced | 54,746 | 6,121 | 0.6% | 0.69% | 42 | -6,501 | -10.61% | Q4 2025 | Jan 29, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 54,672 | 6,112 | 0.4% | 0.43% | 43 | -1,560 | -2.77% | Q4 2025 | Apr 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 50,077 | 5,598 | 0.02% | 0.02% | 44 | +9,793 | 24.31% | Q4 2025 | Feb 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 50,063 | 5,597 | 0.32% | 0.49% | 45 | -3,807 | -7.07% | Q4 2025 | Feb 09, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 49,445 | 5,527 | 1.67% | 1.61% | 46 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cerity Partners LLC | History | Reduced | 49,197 | 5,500 | 0.01% | 0.01% | 47 | -1,980 | -3.87% | Q4 2025 | Feb 11, 2026 |
| Andrews Advisory Associates, LLC | History | New | 48,095 | 5,377 | 2.86% | — | 48 | +48,095 | New | Q4 2025 | Feb 18, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 47,553 | 5,316 | 0.11% | 0.12% | 49 | +1,527 | 3.32% | Q4 2025 | Feb 09, 2026 |
| Savvy Advisors, Inc. | History | New | 41,877 | 4,681 | 0.15% | — | 50 | +41,877 | New | Q4 2025 | Jan 20, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 39,459 | 4,411 | 3.88% | 3.82% | 51 | +981 | 2.55% | Q4 2025 | Jan 14, 2026 |
| EP Wealth Advisors, LLC | History | New | 38,668 | 4,323 | 0.02% | — | 52 | +38,668 | New | Q4 2025 | Feb 18, 2026 |
| Private Advisor Group, LLC | History | Reduced | 37,789 | 4,224 | 0.02% | 0.02% | 53 | -3,022 | -7.4% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 35,951 | 4,023 | 0.0% | 0.01% | 54 | -430 | -1.18% | Q4 2025 | Feb 13, 2026 |
| First American Bank | History | Reduced | 35,140 | 3,928 | 0.24% | 0.25% | 55 | -215 | -0.61% | Q4 2025 | Jan 20, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 34,997 | 3,915 | 0.69% | 0.7% | 56 | +2,216 | 6.76% | Q4 2025 | Jan 29, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 33,810 | 3,779 | 0.24% | 0.25% | 57 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 32,084 | 3,586 | 0.06% | — | 58 | +32,084 | New | Q4 2025 | Feb 19, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 31,888 | 3,565 | 0.04% | 0.05% | 59 | -18 | -0.06% | Q4 2025 | Jan 26, 2026 |
| Coastline Trust Co | History | Reduced | 31,516 | 3,523 | 0.33% | 0.42% | 60 | -4,000 | -11.26% | Q4 2025 | Jan 05, 2026 |
| Creative Planning | History | Reduced | 30,382 | 3,396 | 0.0% | 0.0% | 61 | -1,803 | -5.6% | Q4 2025 | Feb 17, 2026 |
| Keystone Financial Group | History | Reduced | 28,611 | 3,198 | 0.24% | 0.24% | 62 | -78 | -0.27% | Q4 2025 | Feb 06, 2026 |
| Violich Capital Management, Inc. | History | New | 26,500 | 2,962 | 0.33% | — | 63 | +26,500 | New | Q4 2025 | Feb 03, 2026 |
| Tempo Wealth, LLC | History | New | 25,810 | 2,885 | 0.51% | — | 64 | +25,810 | New | Q4 2025 | Feb 25, 2026 |
| EQ LLC | History | Added to | 25,361 | 2,835 | 0.82% | 0.92% | 65 | +767 | 3.12% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Added to | 25,332 | 2,832 | 0.01% | 0.01% | 66 | +4,151 | 19.6% | Q4 2025 | Feb 17, 2026 |
| Fairway Wealth LLC | History | Added to | 24,235 | 2,709 | 0.73% | 0.71% | 67 | +1,408 | 6.17% | Q4 2025 | Jan 28, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 23,490 | 2,626 | 0.01% | 0.02% | 68 | -9,774 | -29.38% | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY TRUST CO | History | No change | 22,925 | 2,563 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 22,494 | 2,514 | 0.0% | 0.0% | 70 | +824 | 3.8% | Q4 2025 | Feb 02, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 22,211 | 2,483 | 1.73% | 1.81% | 71 | -46 | -0.21% | Q4 2025 | Jan 23, 2026 |
| Waverly Advisors, LLC | History | Added to | 21,205 | 2,370 | 0.02% | 0.02% | 72 | +265 | 1.27% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 21,150 | 2,364 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Valpey Financial Services, LLC | History | Added to | 20,614 | 2,304 | 1.47% | 1.43% | 74 | +836 | 4.23% | Q4 2025 | Mar 04, 2026 |
| Truepoint, Inc. | History | No change | 18,200 | 2,034 | 0.05% | 0.05% | 75 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Reduced | 17,750 | 1,984 | 0.21% | 0.23% | 76 | -2,080 | -10.49% | Q4 2025 | Feb 06, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 15,798 | 1,766 | 0.17% | 0.18% | 77 | -550 | -3.36% | Q4 2025 | Jan 23, 2026 |
| VANGUARD GROUP INC | History | Added to | 15,523 | 1,735 | 0.0% | 0.0% | 78 | +53 | 0.34% | Q4 2025 | Jan 29, 2026 |
| SoundView Advisors Inc. | History | New | 15,015 | 1,678 | 0.59% | — | 79 | +15,015 | New | Q4 2025 | Feb 06, 2026 |
| Klingman & Associates, LLC | History | Added to | 14,877 | 1,663 | 0.08% | 0.08% | 80 | +70 | 0.47% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 14,530 | 1,624 | 0.0% | 0.0% | 81 | +4,261 | 41.49% | Q4 2025 | Feb 10, 2026 |
| GREENLEAF TRUST | History | Reduced | 14,336 | 1,602 | 0.01% | 0.01% | 82 | -371 | -2.52% | Q4 2025 | Jan 21, 2026 |
| Motley Fool Wealth Management, LLC | History | New | 14,117 | 1,578 | 0.12% | — | 83 | +14,117 | New | Q4 2025 | Feb 11, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 14,120 | 1,578 | 0.27% | 0.28% | 84 | +200 | 1.44% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 14,001 | 1,565 | 0.0% | 0.0% | 85 | +8,351 | 147.81% | Q4 2025 | Feb 17, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 13,713 | 1,533 | 0.03% | 0.04% | 86 | -206 | -1.48% | Q4 2025 | Feb 09, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 13,660 | 1,527 | 0.0% | 0.0% | 87 | +13,420 | 5591.67% | Q4 2025 | Feb 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 13,613 | 1,521 | 0.05% | 0.0% | 88 | +13,128 | 2706.8% | Q4 2025 | Feb 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 12,888 | 1,440 | 0.0% | 0.0% | 89 | +149 | 1.17% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 12,848 | 1,438 | 0.0% | 0.0% | 90 | +1,829 | 16.6% | Q4 2025 | Mar 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 12,776 | 1,428 | 0.01% | 0.01% | 91 | -932 | -6.8% | Q4 2025 | Jan 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 12,665 | 1,415 | 0.01% | 0.01% | 92 | -263 | -2.03% | Q4 2025 | Feb 09, 2026 |
| Gotham Asset Management, LLC | History | Added to | 12,246 | 1,369 | 0.0% | 0.0% | 93 | +8,811 | 256.51% | Q4 2025 | Feb 17, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 12,252 | 1,369 | 0.01% | 0.02% | 94 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Base Wealth Management LLC | History | Reduced | 12,017 | 1,343 | 0.72% | 0.86% | 95 | -1,662 | -12.15% | Q4 2025 | Jan 21, 2026 |
| SITTNER & NELSON, LLC | History | No change | 11,050 | 1,342 | 0.47% | 0.44% | 96 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 12,005 | 1,339 | 0.0% | 0.0% | 97 | +2,811 | 30.57% | Q4 2025 | Feb 13, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 11,528 | 1,288 | 0.68% | 0.68% | 98 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11,466 | 1,281 | 0.0% | 0.0% | 99 | +6,139 | 115.24% | Q4 2025 | Feb 17, 2026 |
| Envision Financial Planning, LLC | History | Added to | 11,436 | 1,278 | 0.48% | 0.49% | 100 | +856 | 8.09% | Q4 2025 | Feb 17, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 11,335 | 1,267 | 0.21% | 0.21% | 101 | +476 | 4.38% | Q4 2025 | Feb 10, 2026 |
| Atria Investments, Inc | History | Added to | 10,906 | 1,219 | 0.01% | 0.01% | 102 | +60 | 0.55% | Q4 2025 | Feb 05, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 10,906 | 1,219 | 0.28% | 0.28% | 103 | +60 | 0.55% | Q4 2025 | Jan 21, 2026 |
| FMR LLC | History | Added to | 10,789 | 1,206 | 0.0% | 0.0% | 104 | +1,248 | 13.08% | Q4 2025 | Feb 17, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 10,407 | 1,163 | 0.05% | 0.06% | 105 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 10,205 | 1,140 | 0.09% | 0.09% | 106 | +40 | 0.39% | Q4 2025 | Feb 04, 2026 |
| Capital Analysts, LLC | History | Added to | 10,064 | 1,125 | 0.03% | 0.02% | 107 | +4,213 | 72.0% | Q4 2025 | Feb 11, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 10,060 | 1,124 | 0.1% | — | 108 | +10,060 | New | Q4 2025 | Feb 13, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 9,954 | 1,112 | 0.09% | 0.09% | 109 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 9,691 | 1,083 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 9,555 | 1,068 | 0.0% | 0.0% | 111 | +3,314 | 53.1% | Q4 2025 | Feb 17, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 9,537 | 1,066 | 0.13% | 0.14% | 112 | -493 | -4.92% | Q4 2025 | Jan 29, 2026 |
| Zhang Financial LLC | History | Added to | 9,417 | 1,052 | 0.04% | 0.04% | 113 | +5 | 0.05% | Q4 2025 | Feb 10, 2026 |
| Betterment LLC | History | Added to | 8,481 | 948 | 0.0% | 0.0% | 114 | +2,751 | 48.01% | Q4 2025 | Feb 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 7,728 | 911 | 0.02% | 0.02% | 115 | +886 | 12.95% | Q4 2025 | Jan 28, 2026 |
| Brooklyn Investment Group | History | Added to | 8,034 | 910 | 0.04% | 0.03% | 116 | +5,721 | 247.34% | Q4 2025 | Feb 12, 2026 |
| PACK Private Wealth, LLC | History | No change | 8,099 | 905 | 0.41% | 0.42% | 117 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 7,855 | 878 | 0.0% | 0.0% | 118 | -11 | -0.14% | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 7,788 | 870 | 0.0% | 0.0% | 119 | +367 | 4.95% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 7,404 | 827 | 0.0% | 0.0% | 120 | +1,739 | 30.7% | Q4 2025 | Feb 13, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 7,133 | 797 | 0.06% | 0.07% | 121 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 7,127 | 796 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 7,041 | 787 | 0.0% | 0.0% | 123 | +9 | 0.13% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 6,912 | 772 | 0.01% | 0.01% | 124 | +120 | 1.77% | Q4 2025 | Jan 29, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 6,884 | 769 | 0.01% | 0.01% | 125 | -6,884 | -50.0% | Q4 2025 | Feb 13, 2026 |
| Pachira Investments Inc. | History | Added to | 6,868 | 767 | 0.37% | 0.27% | 126 | +2,469 | 56.13% | Q4 2025 | Feb 02, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 6,852 | 766 | 0.01% | 0.02% | 127 | +27 | 0.4% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | Reduced | 6,817 | 762 | 0.03% | 0.03% | 128 | -220 | -3.13% | Q4 2025 | Jan 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 6,807 | 761 | 0.11% | 0.11% | 129 | +230 | 3.5% | Q4 2025 | Jan 21, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 6,633 | 741 | 0.29% | 0.29% | 130 | -29 | -0.44% | Q4 2025 | Feb 17, 2026 |
| Manchester Capital Management LLC | History | No change | 6,488 | 725 | 0.1% | 0.1% | 131 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Taylor Hoffman Capital Management LLC | History | Reduced | 6,472 | 723 | 0.22% | 0.23% | 132 | -208 | -3.11% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 6,465 | 722 | 0.0% | 0.0% | 133 | -800 | -11.01% | Q4 2025 | Jan 29, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 6,464 | 722 | 0.28% | 0.3% | 134 | +33 | 0.51% | Q4 2025 | Jan 28, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 6,452 | 721 | 0.04% | 0.04% | 135 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 6,440 | 719 | 0.01% | 0.0% | 136 | +5,902 | 1097.03% | Q4 2025 | Feb 09, 2026 |
| Anson Capital, Inc. | History | Added to | 6,433 | 719 | 0.52% | 0.52% | 137 | +84 | 1.32% | Q4 2025 | Feb 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 6,294 | 703 | 0.02% | 0.02% | 138 | -87 | -1.36% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 6,279 | 702 | 0.01% | 0.01% | 139 | +651 | 11.57% | Q4 2025 | Feb 05, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Reduced | 6,254 | 699 | 0.23% | 0.26% | 140 | -847 | -11.93% | Q4 2025 | Jan 22, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 6,236 | 697 | 0.05% | 0.05% | 141 | -386 | -5.83% | Q4 2025 | Jan 08, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 6,158 | 688 | 0.04% | 0.05% | 142 | -143 | -2.27% | Q4 2025 | Jan 23, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 6,138 | 686 | 0.03% | 0.04% | 143 | -2,202 | -26.4% | Q4 2025 | Jan 29, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 6,055 | 676 | 0.09% | 0.12% | 144 | -2,282 | -27.37% | Q4 2025 | Feb 10, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 6,027 | 673 | 0.02% | 0.02% | 145 | +104 | 1.76% | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,717 | 665 | 0.0% | 0.0% | 146 | -162 | -2.76% | Q4 2025 | Jan 08, 2026 |
| IRON Financial LLC | History | Added to | 5,533 | 618 | 0.28% | 0.29% | 147 | +9 | 0.16% | Q4 2025 | Jan 22, 2026 |
| Stordahl Capital Management, Inc. | History | Added to | 5,410 | 604 | 0.12% | 0.12% | 148 | +115 | 2.17% | Q4 2025 | Jan 27, 2026 |
| Sargent Investment Group, LLC | History | New | 5,362 | 599 | 0.08% | — | 149 | +5,362 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 5,060 | 565 | 0.03% | 0.02% | 150 | +8 | 0.16% | Q4 2025 | Jan 21, 2026 |
| STAR Financial Bank | History | No change | 5,057 | 565 | 0.29% | 0.33% | 151 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 5,020 | 561 | 0.03% | 0.03% | 152 | +256 | 5.37% | Q4 2025 | Feb 10, 2026 |
| Affiance Financial, LLC | History | Reduced | 4,984 | 557 | 0.09% | 0.1% | 153 | -46 | -0.91% | Q4 2025 | Jan 21, 2026 |
| Grant Street Asset Management, Inc. | History | Reduced | 4,717 | 527 | 0.11% | 0.11% | 154 | -196 | -3.99% | Q4 2025 | Jan 28, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 4,437 | 526 | 0.02% | 0.02% | 155 | +116 | 2.68% | Q4 2025 | Jan 23, 2026 |
| CRA Financial Services, LLC | History | No change | 4,628 | 517 | 0.07% | 0.07% | 156 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 4,590 | 513 | 0.0% | — | 157 | +4,590 | New | Q4 2025 | Feb 17, 2026 |
| Reflection Asset Management | History | New | 4,472 | 511 | 0.36% | — | 158 | +4,472 | New | Q4 2025 | Mar 02, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 4,507 | 503 | 0.03% | 0.03% | 159 | +46 | 1.03% | Q4 2025 | Jan 20, 2026 |
| Signature Equity Partners, LLC | History | New | 4,455 | 498 | 0.28% | — | 161 | +4,455 | New | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,461 | 498 | 0.0% | 0.0% | 160 | -29 | -0.65% | Q4 2025 | Jan 30, 2026 |
| CGN Advisors LLC | History | Added to | 4,400 | 491 | 0.04% | 0.03% | 162 | +585 | 15.33% | Q4 2025 | Jan 05, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 4,267 | 477 | 0.03% | 0.03% | 163 | -307 | -6.71% | Q4 2025 | Jan 20, 2026 |
| Tribridge Partners Financial LLC | History | Reduced | 3,997 | 446 | 0.19% | 0.21% | 164 | -180 | -4.31% | Q4 2025 | Jan 26, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 3,905 | 436 | 0.0% | 0.01% | 165 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| PFG Advisors | History | Reduced | 3,894 | 435 | 0.02% | 0.03% | 166 | -1,735 | -30.82% | Q4 2025 | Jan 27, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 3,709 | 414 | 0.0% | 0.0% | 167 | -49 | -1.3% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 3,685 | 411 | 0.0% | 0.0% | 168 | +92 | 2.56% | Q4 2025 | Feb 17, 2026 |
| Hemenway Trust Co LLC | History | Added to | 3,660 | 409 | 0.03% | 0.02% | 169 | +1,168 | 46.87% | Q4 2025 | Feb 03, 2026 |
| DUTCH ASSET Corp | History | New | 3,564 | 398 | 0.31% | — | 170 | +3,564 | New | Q4 2025 | Mar 11, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 3,460 | 386 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Reduced | 3,423 | 382 | 0.07% | 0.59% | 172 | -22,800 | -86.95% | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | No change | 3,413 | 381 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| 1ST SOURCE BANK | History | No change | 3,404 | 380 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 3,371 | 376 | 0.0% | 0.0% | 175 | -981 | -22.54% | Q4 2025 | Feb 18, 2026 |
| FourThought Financial Partners, LLC | History | New | 3,284 | 367 | 0.03% | — | 176 | +3,284 | New | Q4 2025 | Feb 06, 2026 |
| NBC SECURITIES, INC. | History | Added to | 3,238 | 362 | 0.03% | 0.03% | 177 | +2 | 0.06% | Q4 2025 | Jan 29, 2026 |
| Sage Mountain Advisors LLC | History | No change | 3,226 | 360 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 3,207 | 358 | 0.01% | 0.01% | 179 | -84 | -2.55% | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 3,190 | 356 | 0.1% | 0.1% | 180 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 3,149 | 352 | 0.12% | 0.12% | 181 | +11 | 0.35% | Q4 2025 | Jan 30, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 3,141 | 351 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Tandem Investment Partners LLC | History | No change | 3,125 | 349 | 0.29% | 0.28% | 183 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| American Trust | History | Reduced | 3,111 | 347 | 0.03% | 0.04% | 184 | -1,473 | -32.13% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,094 | 345 | 0.0% | 0.0% | 185 | +483 | 18.5% | Q4 2025 | Feb 06, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 3,064 | 342 | 0.01% | 0.01% | 186 | -40 | -1.29% | Q4 2025 | Feb 03, 2026 |
| Waldron Private Wealth LLC | History | No change | 3,052 | 341 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 3,017 | 337 | 0.04% | 0.04% | 188 | +11 | 0.37% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | New | 3,014 | 336 | 0.01% | — | 189 | +3,014 | New | Q4 2025 | Jan 30, 2026 |
| Composition Wealth, LLC | History | No change | 3,013 | 336 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Merit Financial Group, LLC | History | Reduced | 2,996 | 334 | 0.0% | 0.0% | 191 | -185 | -5.82% | Q4 2025 | Jan 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,930 | 327 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 2,918 | 326 | 0.0% | 0.0% | 193 | +166 | 6.03% | Q4 2025 | Feb 17, 2026 |
| Embree Financial Group | History | Reduced | 2,878 | 321 | 0.04% | 0.04% | 194 | -48 | -1.64% | Q4 2025 | Jan 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 2,826 | 315 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Essex Bank | History | No change | 2,791 | 312 | 0.07% | 0.07% | 196 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 2,791 | 312 | 0.21% | 0.23% | 197 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NWAM LLC | History | No change | 2,600 | 306 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 2,621 | 293 | 0.01% | 0.01% | 199 | +9 | 0.34% | Q4 2025 | Jan 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,531 | 282 | 0.0% | 0.0% | 200 | +2,075 | 455.04% | Q4 2025 | Feb 17, 2026 |
| KIECKHEFER GROUP LLC | History | Added to | 2,474 | 276 | 0.13% | 0.13% | 201 | +4 | 0.16% | Q4 2025 | Jan 15, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 2,404 | 268 | 0.2% | 0.2% | 202 | +9 | 0.38% | Q4 2025 | Feb 11, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 2,396 | 267 | 0.0% | — | 203 | +2,396 | New | Q4 2025 | Feb 12, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 2,386 | 266 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Chemistry Wealth Management LLC | History | No change | 2,370 | 264 | 0.05% | 0.05% | 205 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,294 | 256 | 0.01% | 0.01% | 206 | +64 | 2.87% | Q4 2025 | Jan 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 2,282 | 255 | 0.0% | 0.0% | 207 | +321 | 16.37% | Q4 2025 | Feb 18, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 2,269 | 253 | 0.09% | 0.08% | 208 | +566 | 33.24% | Q4 2025 | Feb 17, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 2,073 | 252 | 0.05% | 0.07% | 209 | -63 | -2.95% | Q4 2025 | Feb 13, 2026 |
| Verum Partners LLC | History | Reduced | 2,227 | 248 | 0.05% | 0.06% | 210 | -391 | -14.94% | Q4 2025 | Jan 14, 2026 |
| HBK Sorce Advisory LLC | History | No change | 2,031 | 246 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 2,199 | 245 | 0.02% | 0.02% | 212 | +9 | 0.41% | Q4 2025 | Feb 04, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 2,185 | 244 | 0.01% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Alaethes Wealth, LLC | History | Added to | 2,160 | 241 | 0.07% | 0.06% | 214 | +302 | 16.25% | Q4 2025 | Feb 12, 2026 |
| Valued Retirements, Inc. | History | No change | 2,158 | 241 | 0.24% | 0.26% | 215 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,147 | 240 | 0.0% | 0.0% | 216 | +53 | 2.53% | Q4 2025 | Feb 11, 2026 |
| Opulen Financial Group LLC | History | Added to | 2,079 | 232 | 0.17% | 0.17% | 217 | +7 | 0.34% | Q4 2025 | Feb 10, 2026 |
| Mountain Capital Investment Advisors Inc. | History | Reduced | 1,942 | 228 | 0.04% | 0.05% | 219 | -400 | -17.08% | Q4 2025 | Jan 28, 2026 |
| EASTERN BANK | History | No change | 2,043 | 228 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,041 | 228 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sierra Capital LLC | History | No change | 2,043 | 228 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Alpha Financial Partners, LLC | History | Reduced | 2,033 | 227 | 0.14% | 0.15% | 222 | -60 | -2.87% | Q4 2025 | Feb 10, 2026 |
| LJI Wealth Management, LLC | History | No change | 2,002 | 223 | 0.03% | 0.04% | 223 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Smith Thornton Advisors LLC | History | No change | 2,000 | 223 | 0.11% | 0.12% | 224 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Nicholas Hoffman & Company, LLC. | History | New | 1,989 | 222 | 0.01% | — | 225 | +1,989 | New | Q4 2025 | Feb 02, 2026 |
| Snider Financial Group | History | Reduced | 1,971 | 220 | 0.06% | 0.06% | 227 | -103 | -4.97% | Q4 2025 | Jan 21, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 1,972 | 220 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 1,968 | 220 | 0.1% | 0.1% | 228 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 1,934 | 216 | 0.0% | 0.01% | 229 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 1,905 | 212 | 0.0% | 0.01% | 230 | -1,047 | -35.47% | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,716 | 191 | 0.0% | 0.0% | 231 | +3 | 0.18% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,660 | 185 | 0.01% | 0.02% | 232 | -100 | -5.68% | Q4 2025 | Jan 21, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,526 | 170 | 0.0% | 0.01% | 233 | -1,380 | -47.49% | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,476 | 165 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Reduced | 1,353 | 151 | 0.0% | 0.0% | 235 | -466 | -25.62% | Q4 2025 | Jan 29, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 1,280 | 143 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | No change | 1,206 | 134 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,105 | 123 | 0.04% | 0.04% | 238 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 1,039 | 116 | 0.04% | 0.07% | 239 | -880 | -45.86% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 993 | 110 | 0.0% | 0.0% | 240 | +224 | 29.13% | Q4 2025 | Jan 26, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 967 | 108 | 0.01% | — | 241 | +967 | New | Q4 2025 | Feb 13, 2026 |
| Independence Bank of Kentucky | History | No change | 948 | 105 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Colonial Trust Co / SC | History | No change | 880 | 99 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 822 | 91 | 0.03% | 0.03% | 244 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BESSEMER GROUP INC | History | Added to | 800 | 89 | 0.0% | 0.0% | 245 | +710 | 788.89% | Q4 2025 | Feb 05, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 792 | 88 | 0.03% | 0.03% | 246 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 740 | 82 | 0.01% | 0.01% | 247 | -70 | -8.64% | Q4 2025 | Feb 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 718 | 80 | 0.01% | — | 248 | +718 | New | Q4 2025 | Feb 03, 2026 |
| Bogart Wealth, LLC | History | No change | 567 | 63 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 560 | 62 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 507 | 57 | 0.06% | — | 251 | +507 | New | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | New | 475 | 53 | 0.0% | — | 252 | +475 | New | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | No change | 400 | 44 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lodestone Wealth Management LLC | History | New | 389 | 43 | 0.02% | — | 254 | +389 | New | Q4 2025 | Jan 15, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 371 | 41 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OPTIMA CAPITAL LLC | History | New | 346 | 38 | 0.02% | — | 256 | +346 | New | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 311 | 34 | 0.0% | 0.0% | 257 | -60 | -16.17% | Q4 2025 | Feb 06, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 286 | 31 | 0.02% | 0.02% | 258 | -284 | -49.82% | Q4 2025 | Feb 18, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 271 | 30 | 0.0% | 0.0% | 259 | +1 | 0.37% | Q4 2025 | Jan 14, 2026 |
| CWM, LLC | History | Reduced | 262 | 29 | 0.0% | 0.0% | 260 | -97 | -27.02% | Q4 2025 | Jan 26, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 254 | 28 | 0.0% | 0.0% | 262 | -14 | -5.22% | Q4 2025 | Feb 17, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 252 | 28 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 258 | 28 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 181 | 20 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | No change | 170 | 19 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sound Income Strategies, LLC | History | New | 145 | 17 | 0.0% | — | 267 | +145 | New | Q4 2025 | Jan 21, 2026 |
| SIGNATUREFD, LLC | History | No change | 154 | 17 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 150 | 16 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 136 | 15 | 0.0% | 0.0% | 269 | +7 | 5.43% | Q4 2025 | Jan 27, 2026 |
| ASSETMARK, INC | History | Added to | 127 | 14 | 0.0% | 0.0% | 270 | +1 | 0.79% | Q4 2025 | Jan 23, 2026 |
| Fortitude Family Office, LLC | History | No change | 100 | 11 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 85 | 9 | 0.0% | 0.04% | 273 | -960 | -91.87% | Q4 2025 | Jan 22, 2026 |
| ST GERMAIN D J CO INC | History | No change | 82 | 9 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Parallel Advisors, LLC | History | Reduced | 78 | 8 | 0.0% | 0.0% | 274 | -102 | -56.67% | Q4 2025 | Feb 11, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 78 | 8 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 66 | 7 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | New | 60 | 6 | 0.0% | — | 277 | +60 | New | Q4 2025 | Feb 13, 2026 |
| Key FInancial Inc | History | No change | 57 | 6 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| City State Bank | History | No change | 50 | 5 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Blue Trust, Inc. | History | No change | 42 | 4 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| REAP Financial Group, LLC | History | No change | 40 | 4 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Front Row Advisors LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 25 | 2 | 0.0% | 0.0% | 283 | -14 | -35.9% | Q4 2025 | Feb 03, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 26 | 2 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SHP Wealth Management | History | New | 10 | 1 | 0.0% | — | 285 | +10 | New | Q4 2025 | Mar 04, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -20,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Phoenix Financial Ltd. | History | Closed out | 0 | 0 | — | 0.02% | — | -15,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Vertex Planning Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,900 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Nilsine Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,704 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,685 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.03% | — | -400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -248 | -100.0% | Q3 2025 | Nov 06, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -139 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rialto Wealth Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |