VANGUARD WORLD FUND - MGC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,959,403 | 1,245,653 | 0.37% | 0.12% | 1 | +3,238,448 | 188.18% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,555,923 | 390,801 | 0.03% | 0.03% | 2 | -13,683 | -0.87% | Q4 2025 | Feb 17, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 704,229 | 176,881 | 1.53% | 1.53% | 3 | -7,171 | -1.01% | Q4 2025 | Feb 05, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 660,369 | 165,864 | 1.34% | 1.32% | 4 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MORGAN STANLEY | History | Added to | 594,721 | 149,376 | 0.01% | 0.01% | 5 | +17,646 | 3.06% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 590,775 | 148,384 | 0.03% | 0.03% | 6 | +21,811 | 3.83% | Q4 2025 | Feb 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 500,553 | 125,724 | 5.23% | 5.18% | 7 | -1,181 | -0.24% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Added to | 486,850 | 122,282 | 0.03% | 0.03% | 8 | +5,822 | 1.21% | Q4 2025 | Feb 11, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 485,141 | 121,852 | 2.01% | 2.07% | 9 | +3,019 | 0.63% | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Reduced | 480,366 | 120,653 | 0.02% | 0.02% | 10 | -13,453 | -2.72% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 478,203 | 120,110 | 0.01% | 0.01% | 11 | +22,799 | 5.01% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 470,083 | 118,070 | 0.03% | 0.03% | 12 | -964 | -0.2% | Q4 2025 | Feb 17, 2026 |
| Procyon Advisors, LLC | History | Reduced | 454,067 | 114,048 | 5.63% | 6.63% | 13 | -4,448 | -0.97% | Q4 2025 | Jan 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 442,288 | 111,089 | 0.03% | 0.03% | 14 | +1,008 | 0.23% | Q4 2025 | Feb 18, 2026 |
| Cadence Bank | History | Added to | 434,553 | 109,146 | 6.39% | 6.38% | 15 | +3,669 | 0.85% | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 433,587 | 108,904 | 0.06% | 0.06% | 16 | +10,606 | 2.51% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 294,843 | 74,055 | 0.08% | 0.08% | 17 | -4,447 | -1.49% | Q4 2025 | Feb 17, 2026 |
| Apella Capital, LLC | History | Reduced | 241,091 | 60,554 | 1.2% | 1.56% | 18 | -47,562 | -16.48% | Q4 2025 | Jan 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 233,151 | 58,560 | 0.04% | 0.04% | 19 | -3,187 | -1.35% | Q4 2025 | Feb 10, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 214,254 | 53,814 | 12.67% | 12.96% | 20 | -1,849 | -0.86% | Q4 2025 | Feb 02, 2026 |
| Ascent Group, LLC | History | Added to | 212,869 | 53,466 | 1.83% | 1.79% | 21 | +5,419 | 2.61% | Q4 2025 | Jan 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 210,147 | 52,782 | 0.1% | 0.1% | 22 | -576 | -0.27% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 204,208 | 51,290 | 0.07% | 0.07% | 23 | -6,293 | -2.99% | Q4 2025 | Feb 12, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 201,637 | 51,163 | 4.71% | 4.83% | 24 | -4,246 | -2.06% | Q4 2025 | Feb 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 199,423 | 50,089 | 0.01% | — | 25 | +199,423 | New | Q4 2025 | Feb 17, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 188,156 | 47,259 | 0.89% | 0.94% | 26 | -5,064 | -2.62% | Q4 2025 | Feb 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 176,031 | 44,213 | 0.32% | 0.33% | 27 | +518 | 0.3% | Q4 2025 | Feb 12, 2026 |
| One Capital Management, LLC | History | Added to | 175,968 | 44,198 | 1.33% | 1.32% | 28 | +6,645 | 3.92% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 163,597 | 41,090 | 0.05% | 0.06% | 29 | -12,262 | -6.97% | Q4 2025 | Feb 02, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 163,346 | 41,027 | 0.12% | 0.12% | 30 | +699 | 0.43% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 161,579 | 40,850 | 0.07% | 0.07% | 31 | +8,838 | 5.79% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 151,253 | 37,990 | 0.07% | 0.06% | 32 | +25,550 | 20.33% | Q4 2025 | Mar 16, 2026 |
| Investment Planning Advisors, Inc. | History | Reduced | 136,254 | 34,222 | 9.96% | 10.51% | 33 | -611 | -0.45% | Q4 2025 | Jan 20, 2026 |
| ProVise Management Group, LLC | History | Added to | 134,411 | 33,759 | 2.4% | 2.4% | 34 | +1,271 | 0.95% | Q4 2025 | Jan 29, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 113,098 | 28,406 | 2.99% | 3.1% | 35 | -139 | -0.12% | Q4 2025 | Feb 03, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 107,736 | 27,060 | 0.56% | 0.56% | 36 | -21,552 | -16.67% | Q4 2025 | Feb 05, 2026 |
| West Wealth Group, LLC | History | Added to | 103,726 | 26,052 | 5.4% | 5.32% | 37 | +6,920 | 7.15% | Q4 2025 | Jan 26, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 101,025 | 25,374 | 0.0% | 0.0% | 38 | +85,413 | 547.1% | Q4 2025 | Mar 25, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 98,572 | 24,773 | 0.04% | 0.04% | 39 | -9,227 | -8.56% | Q4 2025 | Feb 17, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 94,121 | 23,640 | 2.25% | 2.35% | 40 | +19,549 | 26.21% | Q4 2025 | Jan 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 92,420 | 23,459 | 0.03% | 0.03% | 41 | +2,022 | 2.24% | Q4 2025 | Jan 08, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 90,533 | 22,739 | 4.51% | 4.64% | 42 | -2,048 | -2.21% | Q4 2025 | Jan 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 89,743 | 22,540 | 0.46% | 0.3% | 43 | +36,332 | 68.02% | Q4 2025 | Feb 03, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 89,433 | 22,462 | 8.07% | 8.53% | 44 | -1,293 | -1.43% | Q4 2025 | Jan 30, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 87,697 | 22,027 | 0.05% | 0.05% | 45 | -1,431 | -1.61% | Q4 2025 | Feb 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 85,758 | 21,539 | 0.38% | 0.41% | 46 | +2,666 | 3.21% | Q4 2025 | Jan 16, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 85,380 | 21,444 | 0.33% | 0.32% | 47 | +5,254 | 6.56% | Q4 2025 | Jan 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 84,647 | 21,261 | 0.06% | 0.05% | 48 | +7,079 | 9.13% | Q4 2025 | Feb 05, 2026 |
| WIN ADVISORS, INC | History | New | 83,640 | 21,007 | 8.92% | — | 49 | +83,640 | New | Q4 2025 | Feb 04, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 83,135 | 20,880 | 0.66% | 0.69% | 50 | -3,330 | -3.85% | Q4 2025 | Jan 30, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 72,296 | 18,158 | 0.1% | 0.11% | 51 | -13,170 | -15.41% | Q4 2025 | Jan 29, 2026 |
| MA Private Wealth | History | Reduced | 71,914 | 18,062 | 3.01% | 3.0% | 52 | -1,125 | -1.54% | Q4 2025 | Feb 03, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 69,845 | 17,542 | 1.36% | 1.37% | 53 | -811 | -1.15% | Q4 2025 | Feb 13, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 69,539 | 17,466 | 5.25% | 5.41% | 54 | -1,713 | -2.4% | Q4 2025 | Feb 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 69,474 | 17,449 | 0.12% | 0.02% | 55 | +61,645 | 787.39% | Q4 2025 | Feb 18, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 67,888 | 17,051 | 0.2% | 0.19% | 56 | -652 | -0.95% | Q4 2025 | Jan 21, 2026 |
| Creative Planning | History | Reduced | 67,423 | 16,934 | 0.01% | 0.01% | 57 | -5,781 | -7.9% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 67,110 | 16,855 | 0.19% | 0.04% | 58 | +57,846 | 624.42% | Q4 2025 | Jan 29, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 62,941 | 15,808 | 0.93% | 0.66% | 59 | +16,648 | 35.96% | Q4 2025 | Feb 03, 2026 |
| BEACON FINANCIAL GROUP | History | New | 60,734 | 15,254 | 1.52% | — | 60 | +60,734 | New | Q4 2025 | Apr 01, 2026 |
| HB Wealth Management, LLC | History | No change | 59,355 | 14,908 | 0.1% | 0.1% | 61 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AlphaCore Capital LLC | History | Reduced | 58,497 | 14,692 | 0.33% | 0.62% | 62 | -16,671 | -22.18% | Q4 2025 | Feb 05, 2026 |
| Choate Investment Advisors | History | New | 58,067 | 14,584 | 0.29% | — | 63 | +58,067 | New | Q4 2025 | Feb 09, 2026 |
| Capital Advantage, Inc. | History | Added to | 58,059 | 14,582 | 1.97% | 2.11% | 64 | +491 | 0.85% | Q4 2025 | Jan 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 58,004 | 14,568 | 0.01% | 0.01% | 65 | +8,538 | 17.26% | Q4 2025 | Feb 17, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 53,387 | 13,409 | 5.03% | 4.79% | 66 | +2,659 | 5.24% | Q4 2025 | Jan 23, 2026 |
| Hobart Private Capital, LLC | History | Added to | 50,358 | 12,648 | 2.47% | 2.57% | 67 | +40 | 0.08% | Q4 2025 | Jan 27, 2026 |
| Keel Point, LLC | History | Added to | 49,829 | 12,515 | 0.75% | 0.74% | 68 | +862 | 1.76% | Q4 2025 | Feb 12, 2026 |
| Systelligence, LLC | History | Added to | 49,435 | 12,416 | 2.36% | 1.68% | 69 | +13,057 | 35.89% | Q4 2025 | Jan 22, 2026 |
| Jump Financial, LLC | History | New | 48,366 | 12,148 | 0.15% | — | 70 | +48,366 | New | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 48,150 | 12,093 | 0.02% | 0.02% | 71 | +449 | 0.94% | Q4 2025 | Feb 13, 2026 |
| TriaGen Wealth Management LLC | History | Reduced | 47,521 | 11,935 | 3.09% | 3.03% | 72 | -31 | -0.07% | Q4 2025 | Jan 27, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | New | 46,081 | 11,574 | 3.39% | — | 73 | +46,081 | New | Q4 2025 | Feb 13, 2026 |
| Claro Advisors Inc. | History | Added to | 45,428 | 11,410 | 1.55% | 1.42% | 74 | +5,579 | 14.0% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 44,270 | 11,119 | 0.08% | — | 75 | +44,270 | New | Q4 2025 | Jan 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 43,689 | 10,973 | 1.53% | 1.47% | 76 | +1,492 | 3.54% | Q4 2025 | Jan 29, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 43,588 | 10,948 | 0.71% | 0.71% | 77 | -690 | -1.56% | Q4 2025 | Jan 26, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 43,553 | 10,939 | 0.27% | 0.33% | 78 | -11,944 | -21.52% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 41,964 | 10,540 | 0.0% | 0.0% | 79 | -700 | -1.64% | Q4 2025 | Feb 10, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 39,895 | 10,020 | 6.1% | 5.92% | 80 | -908 | -2.23% | Q4 2025 | Feb 06, 2026 |
| Destination Wealth Management | History | Reduced | 38,708 | 9,722 | 0.25% | 0.26% | 81 | -588 | -1.5% | Q4 2025 | Feb 13, 2026 |
| STEPH & CO | History | Added to | 38,439 | 9,654 | 2.78% | 2.73% | 82 | +1,877 | 5.13% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 38,127 | 9,576 | 0.04% | 0.04% | 83 | +117 | 0.31% | Q4 2025 | Feb 13, 2026 |
| Security Financial Services, INC. | History | Added to | 37,917 | 9,523 | 1.5% | 1.46% | 84 | +901 | 2.43% | Q4 2025 | Jan 27, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 37,905 | 9,520 | 2.43% | 2.42% | 85 | -176 | -0.46% | Q4 2025 | Jan 07, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 37,856 | 9,508 | 1.55% | 1.65% | 86 | -2,968 | -7.27% | Q4 2025 | Jan 28, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 37,416 | 9,397 | 1.38% | 1.38% | 87 | -280 | -0.74% | Q4 2025 | Feb 10, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 36,385 | 9,138 | 1.1% | 1.13% | 88 | -1,125 | -3.0% | Q4 2025 | Jan 21, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 35,004 | 8,791 | 0.51% | 0.51% | 89 | -100 | -0.28% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Wealth | History | Added to | 34,605 | 8,691 | 0.01% | 0.01% | 90 | +9,716 | 39.04% | Q4 2025 | Feb 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 34,371 | 8,632 | 0.07% | 0.07% | 91 | -306 | -0.88% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Added to | 33,100 | 8,313 | 0.0% | 0.0% | 92 | +20,470 | 162.07% | Q4 2025 | Feb 12, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 32,841 | 8,226 | 2.24% | 2.4% | 93 | +1,075 | 3.38% | Q4 2025 | Feb 10, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 32,478 | 8,157 | 2.34% | 2.39% | 94 | +854 | 2.7% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 31,803 | 7,987 | 0.0% | 0.0% | 95 | +959 | 3.11% | Q4 2025 | Feb 17, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 30,712 | 7,713 | 0.02% | 0.02% | 96 | -386 | -1.24% | Q4 2025 | Jan 30, 2026 |
| Mariner, LLC | History | Added to | 30,287 | 7,607 | 0.01% | 0.0% | 97 | +17,343 | 133.98% | Q4 2025 | Feb 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 29,845 | 7,496 | 0.1% | 0.09% | 98 | +1,567 | 5.54% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 29,162 | 7,324 | 0.02% | 0.02% | 99 | +1,719 | 6.26% | Q4 2025 | Feb 13, 2026 |
| Parkway Wealth Management Group, LLC | History | New | 29,054 | 7,297 | 0.98% | — | 100 | +29,054 | New | Q4 2025 | Feb 10, 2026 |
| Diversified Trust Co | History | No change | 28,892 | 7,256 | 0.13% | 0.14% | 101 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 28,872 | 7,251 | 0.52% | 0.52% | 102 | -194 | -0.67% | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 26,402 | 6,631 | 1.93% | 1.91% | 103 | +2,688 | 11.34% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 26,056 | 6,544 | 0.15% | 0.16% | 104 | +30 | 0.12% | Q4 2025 | Feb 06, 2026 |
| FDx Advisors, Inc. | History | Reduced | 24,898 | 6,254 | 3.19% | 1.91% | 105 | -396 | -1.57% | Q4 2025 | Feb 10, 2026 |
| Zhang Financial LLC | History | Reduced | 23,795 | 5,976 | 0.22% | 0.24% | 106 | -701 | -2.86% | Q4 2025 | Feb 10, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 23,670 | 5,945 | 0.03% | 0.03% | 107 | -794 | -3.25% | Q4 2025 | Feb 17, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 22,960 | 5,766 | 0.26% | 0.26% | 108 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 22,746 | 5,713 | 4.35% | 4.46% | 109 | +108 | 0.48% | Q4 2025 | Jan 27, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 22,375 | 5,620 | 2.3% | 0.99% | 110 | +12,207 | 120.05% | Q4 2025 | Jan 26, 2026 |
| Macco Financial Group, Inc. | History | New | 22,169 | 5,568 | 4.79% | — | 111 | +22,169 | New | Q4 2025 | Feb 24, 2026 |
| Private Advisor Group, LLC | History | Added to | 20,866 | 5,240 | 0.02% | 0.02% | 112 | +505 | 2.48% | Q4 2025 | Feb 17, 2026 |
| Legacy Advisory Services, LLC | History | Added to | 20,674 | 5,192 | 3.9% | 3.8% | 113 | +8 | 0.04% | Q4 2025 | Jan 23, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 20,418 | 5,128 | 1.69% | 1.7% | 114 | +175 | 0.86% | Q4 2025 | Feb 05, 2026 |
| Stokes Family Office, LLC | History | Reduced | 20,280 | 5,093 | 0.47% | 0.52% | 115 | -2,000 | -8.98% | Q4 2025 | Feb 18, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 19,256 | 4,836 | 0.39% | 0.33% | 116 | +3,708 | 23.85% | Q4 2025 | Jan 23, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 18,959 | 4,761 | 0.01% | 0.01% | 117 | -2,711 | -12.51% | Q4 2025 | Feb 17, 2026 |
| Jackson Wealth Management, LLC | History | Reduced | 18,357 | 4,611 | 0.45% | 0.45% | 118 | -163 | -0.88% | Q4 2025 | Jan 20, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 18,106 | 4,547 | 0.06% | 0.06% | 119 | -160 | -0.88% | Q4 2025 | Jan 21, 2026 |
| Crews Bank & Trust | History | Added to | 17,295 | 4,343 | 0.62% | 0.39% | 120 | +6,330 | 57.73% | Q4 2025 | Jan 21, 2026 |
| &PARTNERS | History | Reduced | 17,102 | 4,295 | 0.02% | 0.03% | 121 | -638 | -3.6% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 16,925 | 4,251 | 0.0% | 0.0% | 122 | -183 | -1.07% | Q4 2025 | Feb 17, 2026 |
| StoneX Group Inc. | History | Added to | 16,889 | 4,242 | 0.18% | 0.17% | 123 | +651 | 4.01% | Q4 2025 | Feb 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 16,723 | 4,200 | 0.0% | 0.0% | 124 | +3 | 0.02% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 16,520 | 4,149 | 0.0% | 0.0% | 125 | +9,513 | 135.76% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 16,444 | 4,130 | 0.0% | 0.0% | 126 | +547 | 3.44% | Q4 2025 | Feb 13, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 10,366 | 4,093 | 2.44% | 2.5% | 127 | +806 | 8.43% | Q4 2025 | Jan 13, 2026 |
| Buttonwood Financial Group, LLC | History | Reduced | 15,800 | 4,023 | 2.14% | 2.08% | 128 | -3,866 | -19.66% | Q4 2025 | Jan 13, 2026 |
| Cornerstone Financial Management LLC | History | New | 15,938 | 4,003 | 3.76% | — | 129 | +15,938 | New | Q4 2025 | Feb 13, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 15,125 | 3,799 | 0.24% | 0.25% | 130 | +4 | 0.03% | Q4 2025 | Jan 20, 2026 |
| Sovran Advisors, LLC | History | Reduced | 14,433 | 3,654 | 0.31% | 0.37% | 131 | -2,189 | -13.17% | Q4 2025 | Jan 20, 2026 |
| Valmark Advisers, Inc. | History | No change | 14,471 | 3,634 | 0.04% | 0.05% | 132 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SOL Capital Management CO | History | No change | 14,311 | 3,594 | 0.32% | 0.31% | 133 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Leo Wealth, LLC | History | New | 14,130 | 3,549 | 0.26% | — | 134 | +14,130 | New | Q4 2025 | Jan 21, 2026 |
| Topsail Wealth Management, LLC | History | No change | 13,935 | 3,500 | 0.51% | 0.58% | 135 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| HF Advisory Group, LLC | History | Added to | 13,816 | 3,470 | 1.21% | 1.21% | 136 | +271 | 2.0% | Q4 2025 | Jan 23, 2026 |
| Parallel Advisors, LLC | History | Reduced | 13,616 | 3,420 | 0.06% | 0.06% | 137 | -79 | -0.58% | Q4 2025 | Feb 11, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 13,563 | 3,406 | 0.95% | 0.93% | 138 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GTS SECURITIES LLC | History | Added to | 13,187 | 3,312 | 0.11% | 0.02% | 139 | +10,610 | 411.72% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 13,042 | 3,275 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Reduced | 12,981 | 3,260 | 0.05% | 0.06% | 141 | -266 | -2.01% | Q4 2025 | Feb 09, 2026 |
| Arax Advisory Partners | History | New | 12,789 | 3,212 | 0.09% | — | 142 | +12,789 | New | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 12,612 | 3,168 | 0.03% | 0.02% | 143 | -242 | -1.88% | Q4 2025 | Jan 05, 2026 |
| SNS Financial Group, LLC | History | Reduced | 12,559 | 3,154 | 0.27% | 0.27% | 144 | -20 | -0.16% | Q4 2025 | Feb 02, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 12,252 | 3,077 | 0.42% | 0.47% | 145 | -639 | -4.96% | Q4 2025 | Jan 23, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 12,225 | 3,070 | 0.04% | 0.04% | 146 | -15 | -0.12% | Q4 2025 | Feb 12, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 12,041 | 3,024 | 1.52% | 1.54% | 147 | -80 | -0.66% | Q4 2025 | Jan 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 12,032 | 3,021 | 0.0% | 0.0% | 148 | -915 | -7.07% | Q4 2025 | Jan 30, 2026 |
| Savant Capital, LLC | History | Reduced | 11,983 | 3,009 | 0.02% | 0.02% | 149 | -427 | -3.44% | Q4 2025 | Feb 10, 2026 |
| David Kennon Inc | History | Added to | 11,947 | 3,000 | 1.07% | 1.04% | 150 | +103 | 0.87% | Q4 2025 | Jan 26, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 11,892 | 2,986 | 0.02% | 0.02% | 151 | +205 | 1.75% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Reduced | 11,495 | 2,887 | 0.03% | 0.03% | 152 | -101 | -0.87% | Q4 2025 | Feb 05, 2026 |
| XTX Topco Ltd | History | New | 11,409 | 2,865 | 0.08% | — | 153 | +11,409 | New | Q4 2025 | Feb 17, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 11,290 | 2,843 | 0.69% | 0.73% | 154 | +101 | 0.9% | Q4 2025 | Jan 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 10,731 | 2,695 | 0.03% | 0.03% | 155 | -75 | -0.69% | Q4 2025 | Jan 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 10,639 | 2,671 | 0.02% | — | 156 | +10,639 | New | Q4 2025 | Feb 17, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 10,563 | 2,653 | 2.71% | 2.69% | 157 | +458 | 4.53% | Q4 2025 | Jan 23, 2026 |
| Cerity Partners LLC | History | Added to | 10,413 | 2,615 | 0.0% | 0.0% | 158 | +370 | 3.68% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 10,222 | 2,567 | 0.01% | 0.02% | 159 | -1,778 | -14.82% | Q4 2025 | Jan 26, 2026 |
| CHOREO, LLC | History | Reduced | 10,125 | 2,559 | 0.03% | 0.03% | 160 | -211 | -2.04% | Q4 2025 | Jan 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 10,109 | 2,538 | 0.01% | 0.01% | 161 | -604 | -5.64% | Q4 2025 | Feb 12, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 10,065 | 2,528 | 0.23% | 0.22% | 162 | +240 | 2.44% | Q4 2025 | Jan 12, 2026 |
| Certified Advisory Corp | History | Added to | 9,824 | 2,467 | 0.22% | 0.22% | 163 | +471 | 5.04% | Q4 2025 | Jan 12, 2026 |
| Integrated Advisors Network LLC | History | Added to | 9,602 | 2,411 | 0.11% | 0.1% | 164 | +19 | 0.2% | Q4 2025 | Feb 17, 2026 |
| Eagle Strategies LLC | History | Reduced | 9,471 | 2,378 | 0.3% | 0.32% | 165 | -431 | -4.35% | Q4 2025 | Jan 23, 2026 |
| Hardy Reed LLC | History | No change | 9,400 | 2,360 | 0.17% | 0.17% | 166 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| VANGUARD GROUP INC | History | Reduced | 9,374 | 2,354 | 0.0% | 0.0% | 167 | -1,024 | -9.85% | Q4 2025 | Jan 29, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 9,372 | 2,354 | 0.08% | 0.09% | 168 | -380 | -3.9% | Q4 2025 | Jan 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 9,207 | 2,312 | 0.14% | 0.15% | 169 | -761 | -7.63% | Q4 2025 | Feb 10, 2026 |
| Financial Freedom, LLC | History | Reduced | 9,128 | 2,292 | 1.14% | 1.2% | 170 | -761 | -7.7% | Q4 2025 | Feb 17, 2026 |
| Buttonwood Financial Advisors Inc. | History | Reduced | 8,853 | 2,223 | 0.74% | 0.76% | 171 | -184 | -2.04% | Q4 2025 | Feb 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 8,679 | 2,180 | 0.11% | 0.13% | 172 | +5 | 0.06% | Q4 2025 | Jan 26, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 8,527 | 2,141 | 0.27% | 0.26% | 173 | +343 | 4.19% | Q4 2025 | Feb 10, 2026 |
| WESBANCO BANK INC | History | No change | 8,423 | 2,115 | 0.06% | 0.06% | 174 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 8,222 | 2,064 | 0.04% | 0.04% | 175 | +100 | 1.23% | Q4 2025 | Feb 09, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 8,106 | 2,035 | 0.06% | 0.06% | 176 | +140 | 1.76% | Q4 2025 | Jan 12, 2026 |
| APS Management Group, Inc. | History | Reduced | 7,719 | 1,938 | 1.66% | 7.56% | 177 | -27,258 | -77.93% | Q4 2025 | Jan 28, 2026 |
| NewEdge Advisors, LLC | History | Added to | 7,618 | 1,913 | 0.01% | 0.01% | 178 | +1,561 | 25.77% | Q4 2025 | Feb 18, 2026 |
| GeoWealth Management, LLC | History | Reduced | 7,511 | 1,886 | 0.07% | 0.11% | 179 | -4,378 | -36.82% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Reduced | 7,458 | 1,866 | 0.01% | 0.01% | 180 | -2,341 | -23.89% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 7,357 | 1,847 | 0.01% | — | 181 | +7,357 | New | Q4 2025 | Feb 18, 2026 |
| World Investment Advisors | History | Added to | 7,326 | 1,840 | 0.03% | 0.02% | 182 | +4,098 | 126.95% | Q4 2025 | Mar 12, 2026 |
| Sheridan Capital Management, LLC | History | Reduced | 7,077 | 1,777 | 0.9% | 0.96% | 183 | -385 | -5.16% | Q4 2025 | Jan 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 7,028 | 1,765 | 0.03% | 0.03% | 184 | +2 | 0.03% | Q4 2025 | Feb 12, 2026 |
| Bawa N Mallick Trust | History | No change | 6,999 | 1,757 | 0.65% | 0.65% | 185 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 6,988 | 1,755 | 0.06% | 0.06% | 186 | -1 | -0.01% | Q4 2025 | Feb 13, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 6,725 | 1,689 | 0.38% | 0.37% | 187 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | New | 6,700 | 1,682 | 0.0% | — | 188 | +6,700 | New | Q4 2025 | Feb 12, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 6,652 | 1,670 | 0.07% | 0.07% | 189 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Royal Fund Management, LLC | History | Added to | 6,512 | 1,639 | 0.15% | 0.11% | 190 | +2,593 | 66.16% | Q4 2025 | Jan 15, 2026 |
| Brooklyn FI, LLC | History | Added to | 6,453 | 1,620 | 0.35% | 0.35% | 191 | +42 | 0.66% | Q4 2025 | Jan 21, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 6,417 | 1,611 | 0.19% | 0.19% | 192 | -19 | -0.3% | Q4 2025 | Jan 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 6,397 | 1,606 | 0.01% | 0.01% | 193 | +804 | 14.38% | Q4 2025 | Feb 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 6,165 | 1,548 | 0.0% | 0.0% | 194 | +1,718 | 38.63% | Q4 2025 | Feb 17, 2026 |
| BIP Wealth, LLC | History | New | 6,149 | 1,544 | 0.05% | — | 195 | +6,149 | New | Q4 2025 | Jan 21, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Reduced | 6,044 | 1,518 | 1.01% | 1.05% | 196 | -337 | -5.28% | Q4 2025 | Jan 09, 2026 |
| CWM, LLC | History | Reduced | 6,020 | 1,512 | 0.0% | 0.01% | 197 | -1,284 | -17.58% | Q4 2025 | Jan 26, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 6,000 | 1,507 | 0.35% | 0.34% | 198 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Breakwater Investment Management | History | Reduced | 5,810 | 1,459 | 0.53% | 0.56% | 199 | -468 | -7.45% | Q4 2025 | Feb 02, 2026 |
| Advisor OS, LLC | History | Reduced | 5,741 | 1,442 | 0.12% | 0.12% | 200 | -46 | -0.79% | Q4 2025 | Feb 04, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 5,685 | 1,427 | 0.02% | 0.02% | 201 | -83 | -1.44% | Q4 2025 | Jan 28, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 5,632 | 1,414 | 0.18% | 0.18% | 202 | +6 | 0.11% | Q4 2025 | Feb 06, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 5,501 | 1,381 | 0.03% | 0.03% | 203 | +204 | 3.85% | Q4 2025 | Feb 03, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 5,433 | 1,364 | 0.02% | 0.02% | 204 | -177 | -3.16% | Q4 2025 | Jan 20, 2026 |
| CONNING INC. | History | No change | 5,427 | 1,363 | 0.05% | 0.04% | 205 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 5,418 | 1,360 | 0.93% | 0.8% | 206 | +774 | 16.67% | Q4 2025 | Feb 05, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 5,411 | 1,359 | 0.76% | 0.83% | 207 | -280 | -4.92% | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 5,348 | 1,343 | 0.08% | 0.08% | 208 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 5,257 | 1,320 | 0.01% | 0.01% | 209 | -4 | -0.08% | Q4 2025 | Jan 13, 2026 |
| Allworth Financial LP | History | New | 5,241 | 1,316 | 0.01% | — | 210 | +5,241 | New | Q4 2025 | Feb 05, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 5,139 | 1,290 | 0.02% | 0.03% | 211 | -717 | -12.24% | Q4 2025 | Feb 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 5,100 | 1,280 | 0.0% | 0.0% | 212 | -5,900 | -53.64% | Q4 2025 | Feb 12, 2026 |
| Virtu Financial LLC | History | New | 5,003 | 1,257 | 0.05% | — | 213 | +5,003 | New | Q4 2025 | Feb 23, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 4,999 | 1,255 | 0.17% | 0.19% | 214 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LongView Wealth Management | History | Reduced | 4,849 | 1,236 | 0.3% | 0.39% | 215 | -1,113 | -18.67% | Q4 2025 | Jan 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 4,915 | 1,234 | 0.01% | 0.01% | 216 | +352 | 7.71% | Q4 2025 | Jan 29, 2026 |
| Venturi Wealth Management, LLC | History | No change | 4,875 | 1,224 | 0.05% | 0.06% | 217 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 4,809 | 1,207 | 0.09% | 0.09% | 218 | -176 | -3.53% | Q4 2025 | Jan 29, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 4,734 | 1,188 | 1.02% | 1.03% | 219 | +24 | 0.51% | Q4 2025 | Jan 26, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 4,723 | 1,186 | 0.76% | 0.79% | 220 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 4,705 | 1,181 | 0.09% | 0.08% | 221 | -235 | -4.76% | Q4 2025 | Feb 17, 2026 |
| MKT Advisors LLC | History | Reduced | 4,606 | 1,163 | 0.4% | 0.42% | 222 | -31 | -0.67% | Q4 2025 | Jan 08, 2026 |
| Avestar Capital, LLC | History | Reduced | 4,570 | 1,147 | 0.07% | 0.08% | 223 | -257 | -5.32% | Q4 2025 | Feb 10, 2026 |
| AMG National Trust Bank | History | No change | 4,485 | 1,126 | 0.03% | 0.03% | 224 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Vise Technologies, Inc. | History | New | 4,387 | 1,101 | 0.02% | — | 225 | +4,387 | New | Q4 2025 | Feb 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 4,311 | 1,097 | 0.05% | — | 226 | +4,311 | New | Q4 2025 | Feb 03, 2026 |
| Hershey Financial Advisers, LLC | History | New | 4,296 | 1,079 | 0.91% | — | 227 | +4,296 | New | Q4 2025 | Feb 18, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 4,217 | 1,066 | 0.04% | 0.06% | 228 | +526 | 14.25% | Q4 2025 | Feb 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 4,234 | 1,063 | 0.09% | 0.09% | 229 | +19 | 0.45% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | New | 4,200 | 1,054 | 0.0% | — | 230 | +4,200 | New | Q4 2025 | Feb 13, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 4,159 | 1,044 | 0.1% | 0.12% | 231 | -674 | -13.95% | Q4 2025 | Feb 13, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 4,150 | 1,042 | 0.06% | 0.06% | 232 | +37 | 0.9% | Q4 2025 | Jan 13, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 4,095 | 1,028 | 0.02% | 0.04% | 233 | -1,584 | -27.89% | Q4 2025 | Feb 17, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 4,057 | 1,018 | 0.07% | 0.07% | 234 | +3 | 0.07% | Q4 2025 | Jan 16, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 3,973 | 998 | 0.13% | 0.1% | 235 | +935 | 30.78% | Q4 2025 | Jan 12, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 3,831 | 962 | 0.05% | 0.05% | 236 | -76 | -1.95% | Q4 2025 | Jan 27, 2026 |
| West Financial Advisors, LLC | History | No change | 3,730 | 936 | 0.16% | 0.15% | 237 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 3,684 | 925 | 0.01% | 0.01% | 238 | +2 | 0.05% | Q4 2025 | Jan 26, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,666 | 920 | 0.08% | 0.08% | 239 | -32 | -0.87% | Q4 2025 | Jan 26, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,662 | 919 | 0.0% | 0.0% | 240 | +598 | 19.52% | Q4 2025 | Feb 18, 2026 |
| TrueWealth Advisors, LLC | History | Reduced | 3,598 | 903 | 0.23% | 0.29% | 241 | -871 | -19.49% | Q4 2025 | Jan 07, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 3,525 | 885 | 0.24% | 0.27% | 242 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Financial Partners Group, Inc | History | Reduced | 3,488 | 884 | 0.1% | 0.11% | 243 | -9 | -0.26% | Q4 2025 | Feb 03, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 3,471 | 871 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Savvy Advisors, Inc. | History | New | 3,459 | 868 | 0.03% | — | 245 | +3,459 | New | Q4 2025 | Jan 20, 2026 |
| Prospect Financial Group LLC | History | Reduced | 3,444 | 864 | 0.8% | 0.84% | 246 | -95 | -2.68% | Q4 2025 | Feb 10, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 3,423 | 859 | 0.06% | 0.06% | 247 | -77 | -2.2% | Q4 2025 | Jan 23, 2026 |
| COMERICA BANK | History | Reduced | 3,417 | 858 | 0.0% | 0.0% | 248 | -76 | -2.18% | Q4 2025 | Jan 29, 2026 |
| HRC WEALTH MANAGEMENT, LLC | History | Added to | 3,403 | 854 | 0.41% | 0.4% | 249 | +16 | 0.47% | Q4 2025 | Jan 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 3,292 | 826 | 0.0% | 0.01% | 250 | -3,062 | -48.19% | Q4 2025 | Feb 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 3,284 | 824 | 0.01% | — | 251 | +3,284 | New | Q4 2025 | Feb 10, 2026 |
| Whipplewood Advisors, LLC | History | Reduced | 3,280 | 823 | 0.53% | 0.54% | 252 | -98 | -2.9% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 3,255 | 817 | 0.0% | 0.0% | 253 | +1,888 | 138.11% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Reduced | 3,241 | 814 | 0.04% | 0.04% | 254 | -932 | -22.33% | Q4 2025 | Jan 27, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 3,216 | 807 | 0.05% | 0.05% | 255 | -111 | -3.34% | Q4 2025 | Jan 20, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 3,200 | 803 | 0.09% | 0.09% | 256 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 3,195 | 802 | 0.44% | 0.44% | 257 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Summit Financial, LLC | History | Added to | 3,136 | 787 | 0.01% | 0.01% | 258 | +13 | 0.42% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 3,131 | 786 | 0.0% | 0.0% | 259 | +178 | 6.03% | Q4 2025 | Mar 09, 2026 |
| Mosley Wealth Management | History | New | 3,145 | 776 | 0.36% | — | 260 | +3,145 | New | Q4 2025 | Feb 12, 2026 |
| Embree Financial Group | History | No change | 3,052 | 766 | 0.09% | 0.1% | 261 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 3,012 | 756 | 0.08% | 0.07% | 262 | +285 | 10.45% | Q4 2025 | Jan 23, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 3,000 | 753 | 0.28% | 0.29% | 263 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 2,958 | 742 | 0.03% | 0.02% | 264 | -152 | -4.89% | Q4 2025 | Jan 30, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 2,947 | 740 | 0.11% | 0.13% | 265 | -391 | -11.71% | Q4 2025 | Jan 08, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 2,933 | 736 | 0.01% | 0.01% | 266 | +9 | 0.31% | Q4 2025 | Feb 13, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 2,928 | 735 | 0.08% | 0.08% | 267 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vantage Point Financial LLC | History | Added to | 2,920 | 733 | 0.26% | 0.16% | 268 | +1,270 | 76.97% | Q4 2025 | Feb 02, 2026 |
| REGIONS FINANCIAL CORP | History | New | 2,910 | 730 | 0.0% | — | 269 | +2,910 | New | Q4 2025 | Jan 27, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 2,896 | 727 | 0.44% | 0.46% | 270 | +3 | 0.1% | Q4 2025 | Jan 16, 2026 |
| Family Office Research LLC | History | Added to | 2,843 | 719 | 0.29% | 0.3% | 271 | +14 | 0.49% | Q4 2025 | Feb 09, 2026 |
| Sonoma Private Wealth LLC | History | No change | 2,817 | 707 | 0.85% | 0.82% | 272 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Optivise Advisory Services LLC | History | Added to | 2,811 | 705 | 0.41% | 0.38% | 273 | +197 | 7.54% | Q4 2025 | Jan 12, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 2,807 | 704 | 0.27% | 0.28% | 274 | +10 | 0.36% | Q4 2025 | Jan 30, 2026 |
| Front Row Advisors LLC | History | Reduced | 2,800 | 703 | 0.23% | 0.24% | 275 | -133 | -4.53% | Q4 2025 | Feb 12, 2026 |
| Greenline Partners, LLC | History | No change | 2,784 | 699 | 0.08% | 0.08% | 276 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 2,763 | 693 | 0.0% | 0.0% | 277 | +283 | 11.41% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 2,748 | 690 | 0.0% | 0.0% | 278 | +416 | 17.84% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | Reduced | 2,721 | 683 | 0.01% | 0.01% | 279 | -201 | -6.88% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 2,689 | 675 | 0.01% | 0.01% | 280 | -838 | -23.76% | Q4 2025 | Feb 13, 2026 |
| Strategic Equity Management | History | Reduced | 2,662 | 668 | 0.23% | 0.36% | 281 | -1,349 | -33.63% | Q4 2025 | Feb 09, 2026 |
| SMITH, MOORE & CO. | History | Added to | 2,599 | 652 | 0.05% | 0.05% | 282 | +1 | 0.04% | Q4 2025 | Jan 23, 2026 |
| Pathway Financial Advisors LLC | History | No change | 2,555 | 648 | 0.08% | 0.08% | 283 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 2,576 | 647 | 0.01% | — | 284 | +2,576 | New | Q4 2025 | Feb 09, 2026 |
| Advisory Services Network, LLC | History | Added to | 2,553 | 641 | 0.01% | 0.01% | 285 | +62 | 2.49% | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | No change | 2,547 | 639 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 2,515 | 631 | 0.56% | — | 287 | +2,515 | New | Q4 2025 | Feb 05, 2026 |
| Capital Planning LLC | History | No change | 2,506 | 629 | 0.18% | 0.18% | 288 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 2,504 | 628 | 0.01% | 0.0% | 289 | +1,001 | 66.6% | Q4 2025 | Feb 12, 2026 |
| New Republic Capital, LLC | History | No change | 2,495 | 626 | 0.17% | 0.19% | 290 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 2,488 | 624 | 0.09% | 0.09% | 291 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FLC Capital Advisors | History | No change | 2,479 | 622 | 0.11% | 0.12% | 292 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Churchill Financial Advisors, LLC | History | New | 2,410 | 605 | 0.18% | — | 294 | +2,410 | New | Q4 2025 | Feb 09, 2026 |
| Caitlin John, LLC | History | Reduced | 2,409 | 605 | 0.4% | 0.42% | 293 | -62 | -2.51% | Q4 2025 | Feb 18, 2026 |
| Aspiring Ventures, LLC | History | New | 2,339 | 587 | 0.2% | — | 296 | +2,339 | New | Q4 2025 | Jan 27, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 2,340 | 587 | 0.02% | 0.02% | 295 | +10 | 0.43% | Q4 2025 | Jan 30, 2026 |
| Brown Financial Advisory | History | No change | 2,334 | 586 | 0.3% | 0.3% | 297 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UNION SAVINGS BANK | History | New | 2,327 | 584 | 0.25% | — | 298 | +2,327 | New | Q4 2025 | Mar 06, 2026 |
| Apollon Financial, LLC | History | No change | 2,314 | 581 | 0.08% | 0.09% | 299 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 2,298 | 577 | 0.42% | 0.62% | 301 | -1,006 | -30.45% | Q4 2025 | Jan 20, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 2,300 | 577 | 0.18% | 0.19% | 300 | +2 | 0.09% | Q4 2025 | Jan 12, 2026 |
| UPTICK PARTNERS, LLC | History | New | 2,276 | 571 | 0.12% | — | 302 | +2,276 | New | Q4 2025 | Feb 02, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 2,267 | 569 | 0.09% | 0.09% | 303 | -78 | -3.33% | Q4 2025 | Feb 02, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 2,234 | 561 | 0.03% | 0.03% | 304 | -105 | -4.49% | Q4 2025 | Feb 13, 2026 |
| BTC Capital Management, Inc. | History | New | 2,230 | 560 | 0.04% | — | 305 | +2,230 | New | Q4 2025 | Jan 15, 2026 |
| ASSETMARK, INC | History | Reduced | 2,218 | 557 | 0.0% | 0.0% | 306 | -17 | -0.76% | Q4 2025 | Jan 23, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 2,216 | 556 | 0.05% | 0.05% | 307 | +10 | 0.45% | Q4 2025 | Jan 29, 2026 |
| RFG Advisory, LLC | History | Reduced | 2,202 | 553 | 0.01% | 0.02% | 309 | -1,477 | -40.15% | Q4 2025 | Feb 03, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Reduced | 2,197 | 553 | 0.08% | 0.09% | 308 | -130 | -5.59% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,199 | 552 | 0.01% | 0.0% | 310 | +1,198 | 119.68% | Q4 2025 | Jan 23, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 2,196 | 551 | 0.27% | 0.25% | 311 | +38 | 1.76% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,180 | 547 | 0.0% | 0.0% | 312 | -20 | -0.91% | Q4 2025 | Feb 02, 2026 |
| River Wealth Advisors LLC | History | Reduced | 2,163 | 543 | 0.06% | 0.06% | 313 | -50 | -2.26% | Q4 2025 | Feb 13, 2026 |
| Summit Investment Advisory Services, LLC | History | No change | 2,147 | 539 | 0.2% | 0.21% | 314 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 2,129 | 534 | 0.05% | 0.05% | 315 | +7 | 0.33% | Q4 2025 | Feb 06, 2026 |
| CABANA LLC | History | New | 2,124 | 533 | 3.99% | — | 316 | +2,124 | New | Q4 2025 | Jan 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 2,117 | 531 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Betterment LLC | History | Added to | 2,102 | 528 | 0.0% | 0.0% | 318 | +89 | 4.42% | Q4 2025 | Feb 12, 2026 |
| TFB Advisors LLC | History | New | 2,081 | 522 | 0.15% | — | 319 | +2,081 | New | Q4 2025 | Feb 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 2,074 | 521 | 0.06% | 0.07% | 320 | -602 | -22.5% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,068 | 519 | 0.15% | 0.15% | 321 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 2,065 | 518 | 0.01% | 0.01% | 322 | -48 | -2.27% | Q4 2025 | Feb 18, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 2,062 | 517 | 0.01% | 0.01% | 323 | -223 | -9.76% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,054 | 515 | 0.01% | 0.01% | 324 | +259 | 14.43% | Q4 2025 | Jan 28, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 2,052 | 515 | 0.1% | 0.1% | 325 | -43 | -2.05% | Q4 2025 | Jan 09, 2026 |
| NorthRock Partners, LLC | History | Added to | 2,044 | 513 | 0.01% | 0.01% | 326 | +764 | 59.69% | Q4 2025 | Feb 17, 2026 |
| Stratos Investment Management, LLC | History | No change | 2,036 | 511 | 0.02% | 0.02% | 327 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,034 | 510 | 0.01% | 0.01% | 328 | +423 | 26.26% | Q4 2025 | Feb 06, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 2,002 | 509 | 0.06% | 0.06% | 329 | +89 | 4.65% | Q4 2025 | Jan 14, 2026 |
| Midwest Trust Co | History | New | 2,000 | 502 | 0.01% | — | 330 | +2,000 | New | Q4 2025 | Feb 04, 2026 |
| Adelphi Trust Co | History | New | 2,000 | 502 | 0.41% | — | 331 | +2,000 | New | Q4 2025 | Jan 26, 2026 |
| Haverford Trust Co | History | No change | 1,995 | 501 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | New | 1,985 | 498 | 0.01% | — | 333 | +1,985 | New | Q4 2025 | Feb 17, 2026 |
| Disciplined Investors, L.L.C. | History | Reduced | 1,967 | 493 | 0.32% | 0.36% | 334 | -96 | -4.65% | Q4 2025 | Feb 10, 2026 |
| Mason & Associates, LLC | History | Reduced | 1,900 | 477 | 0.11% | 0.12% | 335 | -140 | -6.86% | Q4 2025 | Jan 21, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,885 | 473 | 0.0% | — | 336 | +1,885 | New | Q4 2025 | Feb 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 1,867 | 469 | 0.17% | 0.19% | 338 | -232 | -11.05% | Q4 2025 | Jan 22, 2026 |
| McAdam, LLC | History | Reduced | 1,868 | 469 | 0.02% | 0.02% | 337 | -104 | -5.27% | Q4 2025 | Feb 13, 2026 |
| Avant Capital LLC | History | Added to | 1,844 | 463 | 0.32% | 0.27% | 339 | +248 | 15.54% | Q4 2025 | Feb 13, 2026 |
| Calder Financial LLC | History | New | 1,822 | 457 | 0.45% | — | 340 | +1,822 | New | Q4 2025 | Jan 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,800 | 452 | 0.0% | 0.01% | 341 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 1,764 | 443 | 0.21% | 0.21% | 342 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 1,737 | 439 | 0.01% | 0.01% | 343 | +20 | 1.16% | Q4 2025 | Jan 23, 2026 |
| EWA, LLC | History | Added to | 1,730 | 434 | 0.11% | 0.12% | 344 | +8 | 0.46% | Q4 2025 | Feb 03, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 1,690 | 424 | 0.01% | 0.01% | 345 | +50 | 3.05% | Q4 2025 | Feb 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 1,684 | 423 | 0.01% | 0.01% | 346 | +146 | 9.49% | Q4 2025 | Jan 09, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 1,670 | 419 | 0.15% | 0.15% | 347 | +10 | 0.6% | Q4 2025 | Jan 26, 2026 |
| Monument Group Wealth Advisors, LLC | History | Added to | 1,666 | 418 | 0.23% | 0.24% | 348 | +8 | 0.48% | Q4 2025 | Jan 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,655 | 415 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CGN Advisors LLC | History | No change | 1,631 | 409 | 0.03% | 0.03% | 350 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Keystone Financial Group | History | Reduced | 1,627 | 408 | 0.03% | 0.03% | 351 | -39 | -2.34% | Q4 2025 | Feb 06, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 1,621 | 407 | 0.0% | 0.0% | 352 | -92 | -5.37% | Q4 2025 | Jan 30, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 1,598 | 401 | 0.24% | 0.25% | 353 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CDKV HOLDINGS LLC | History | New | 1,576 | 395 | 0.33% | — | 357 | +1,576 | New | Q4 2025 | Feb 17, 2026 |
| Wright Wealth LLC | History | New | 1,575 | 395 | 0.26% | — | 356 | +1,575 | New | Q4 2025 | Feb 13, 2026 |
| ZEGA Investments, LLC | History | Added to | 1,573 | 395 | 0.05% | 0.04% | 355 | +289 | 22.51% | Q4 2025 | Jan 27, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 1,576 | 395 | 0.27% | 0.28% | 354 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| National Wealth Management Group, LLC | History | Added to | 1,568 | 393 | 0.14% | 0.14% | 358 | +40 | 2.62% | Q4 2025 | Jan 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,562 | 392 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| First Pacific Financial | History | Added to | 1,559 | 391 | 0.05% | 0.05% | 360 | +7 | 0.45% | Q4 2025 | Jan 16, 2026 |
| Alpine Bank Wealth Management | History | No change | 1,541 | 387 | 0.05% | 0.05% | 361 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| PDS Planning, Inc | History | Added to | 1,538 | 386 | 0.03% | 0.03% | 362 | +9 | 0.59% | Q4 2025 | Jan 26, 2026 |
| GLENMEDE TRUST CO NA | History | New | 1,519 | 381 | 0.0% | — | 363 | +1,519 | New | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,513 | 380 | 0.0% | 0.0% | 364 | +4 | 0.27% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,506 | 378 | 0.01% | 0.01% | 365 | +165 | 12.3% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 1,502 | 377 | 0.01% | 0.01% | 366 | -114 | -7.05% | Q4 2025 | Jan 22, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,498 | 376 | 0.02% | 0.02% | 367 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Rehmann Capital Advisory Group | History | No change | 1,488 | 373 | 0.02% | 0.02% | 368 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| RHS Financial, LLC | History | Added to | 1,469 | 368 | 0.18% | 0.17% | 369 | +125 | 9.3% | Q4 2025 | Jan 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,455 | 365 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | New | 1,434 | 360 | 0.3% | — | 371 | +1,434 | New | Q4 2025 | Jan 23, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 1,429 | 358 | 0.02% | 0.03% | 372 | -334 | -18.94% | Q4 2025 | Feb 10, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 1,411 | 354 | 0.12% | — | 374 | +1,411 | New | Q4 2025 | Mar 27, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 1,410 | 354 | 0.14% | 0.13% | 373 | +111 | 8.55% | Q4 2025 | Feb 04, 2026 |
| CRUX WEALTH ADVISORS | History | Added to | 1,383 | 347 | 0.13% | 0.13% | 375 | +4 | 0.29% | Q4 2025 | Jan 21, 2026 |
| MAI Capital Management | History | Reduced | 1,380 | 346 | 0.0% | 0.0% | 376 | -1,450 | -51.24% | Q4 2025 | Feb 13, 2026 |
| Garden State Investment Advisory Services LLC | History | Added to | 1,369 | 344 | 0.08% | 0.07% | 377 | +2 | 0.15% | Q4 2025 | Feb 17, 2026 |
| MWA Asset Management | History | Reduced | 1,366 | 343 | 0.19% | 0.2% | 378 | -109 | -7.39% | Q4 2025 | Jan 29, 2026 |
| Focus Financial Network, Inc. | History | Added to | 1,360 | 341 | 0.01% | 0.01% | 380 | +116 | 9.32% | Q4 2025 | Jan 12, 2026 |
| Brookstone Capital Management | History | Reduced | 1,360 | 341 | 0.0% | 0.0% | 379 | -65 | -4.56% | Q4 2025 | Jan 15, 2026 |
| Global Assets Advisory, LLC | History | No change | 1,350 | 339 | 0.1% | 0.1% | 381 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | New | 1,305 | 327 | 0.07% | — | 382 | +1,305 | New | Q4 2025 | Feb 09, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 1,301 | 326 | 0.06% | 0.06% | 383 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SFMG, LLC | History | No change | 1,300 | 326 | 0.02% | 0.02% | 384 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | No change | 1,300 | 326 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,291 | 324 | 0.02% | 0.02% | 386 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 1,277 | 320 | 0.12% | 0.12% | 387 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Maia Wealth LLC | History | Added to | 1,286 | 319 | 0.05% | 0.05% | 388 | +3 | 0.23% | Q4 2025 | Feb 17, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 1,264 | 317 | 0.02% | 0.02% | 389 | -52 | -3.95% | Q4 2025 | Feb 17, 2026 |
| Orion Capital Management LLC | History | Added to | 1,257 | 315 | 0.11% | 0.11% | 390 | +2 | 0.16% | Q4 2025 | Feb 03, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 1,244 | 312 | 0.03% | 0.03% | 391 | +94 | 8.17% | Q4 2025 | Jan 27, 2026 |
| First Western Trust Bank | History | Added to | 1,229 | 308 | 0.02% | 0.01% | 392 | +271 | 28.29% | Q4 2025 | Feb 12, 2026 |
| Aegis Wealth Management, Inc. | History | New | 1,215 | 305 | 0.24% | — | 393 | +1,215 | New | Q4 2025 | Feb 05, 2026 |
| Busey Bank | History | New | 1,200 | 301 | 0.01% | — | 394 | +1,200 | New | Q4 2025 | Jan 27, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 1,200 | 301 | 0.16% | 0.16% | 395 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Reduced | 1,192 | 299 | 0.06% | 0.12% | 397 | -234 | -16.41% | Q4 2025 | Feb 12, 2026 |
| Composition Wealth, LLC | History | No change | 1,191 | 299 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Berkshire Money Management, Inc. | History | New | 1,175 | 295 | 0.03% | — | 398 | +1,175 | New | Q4 2025 | Jan 27, 2026 |
| Sowell Financial Services LLC | History | Reduced | 1,143 | 287 | 0.01% | 0.01% | 399 | -3 | -0.26% | Q4 2025 | Jan 21, 2026 |
| CHRISTINE MESSMER PC | History | New | 1,134 | 284 | 0.19% | — | 400 | +1,134 | New | Q4 2025 | Feb 03, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,117 | 280 | 0.01% | 0.02% | 401 | -1,800 | -61.71% | Q4 2025 | Feb 17, 2026 |
| Marquette Asset Management, LLC | History | No change | 1,113 | 279 | 0.04% | 0.04% | 402 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 1,109 | 278 | 0.11% | 0.11% | 403 | +1 | 0.09% | Q4 2025 | Jan 20, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,100 | 276 | 0.0% | 0.0% | 404 | +100 | 10.0% | Q4 2025 | Feb 17, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 1,089 | 275 | 0.02% | 0.02% | 405 | -125 | -10.3% | Q4 2025 | Jan 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 1,089 | 273 | 0.01% | 0.01% | 406 | -2 | -0.18% | Q4 2025 | Feb 12, 2026 |
| Golden State Equity Partners | History | No change | 1,089 | 273 | 0.04% | 0.04% | 407 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Indivisible Partners | History | New | 1,083 | 272 | 0.03% | — | 408 | +1,083 | New | Q4 2025 | Feb 03, 2026 |
| Warner Group LLC | History | No change | 1,080 | 271 | 0.17% | 0.18% | 409 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pacific Point Advisors, LLC | History | New | 1,074 | 269 | 0.14% | — | 410 | +1,074 | New | Q4 2025 | Jan 21, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 1,070 | 268 | 0.02% | 0.02% | 411 | -2 | -0.19% | Q4 2025 | Feb 03, 2026 |
| Summit Asset Management, LLC | History | No change | 1,050 | 263 | 0.04% | 0.04% | 412 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 1,045 | 262 | 0.09% | 0.09% | 413 | +5 | 0.48% | Q4 2025 | Jan 21, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,043 | 261 | 0.0% | — | 414 | +1,043 | New | Q4 2025 | Feb 18, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 1,032 | 259 | 0.22% | — | 415 | +1,032 | New | Q4 2025 | Feb 04, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 1,024 | 257 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Mutual Advisors, LLC | History | New | 1,022 | 256 | 0.01% | — | 417 | +1,022 | New | Q4 2025 | Feb 02, 2026 |
| Resurgent Financial Advisors LLC | History | Reduced | 994 | 249 | 0.12% | 0.12% | 418 | -7 | -0.7% | Q4 2025 | Feb 12, 2026 |
| DAVIDSON TRUST CO | History | No change | 986 | 247 | 0.1% | 0.1% | 419 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | No change | 986 | 247 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NWAM LLC | History | Added to | 972 | 246 | 0.01% | 0.01% | 421 | +1 | 0.1% | Q4 2025 | Feb 04, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 970 | 243 | 0.02% | 0.02% | 422 | -135 | -12.22% | Q4 2025 | Jan 23, 2026 |
| Waverly Advisors, LLC | History | Added to | 963 | 241 | 0.0% | 0.0% | 423 | +1 | 0.1% | Q4 2025 | Feb 17, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 954 | 239 | 0.03% | 0.03% | 424 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 950 | 238 | 0.0% | 0.0% | 425 | +28 | 3.04% | Q4 2025 | Feb 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 947 | 237 | 0.04% | 0.04% | 426 | -30 | -3.07% | Q4 2025 | Feb 17, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 943 | 236 | 0.0% | 0.0% | 427 | +4 | 0.43% | Q4 2025 | Feb 13, 2026 |
| Brookwood Investment Group LLC | History | Added to | 936 | 235 | 0.03% | 0.03% | 428 | +8 | 0.86% | Q4 2025 | Jan 22, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 932 | 234 | 0.0% | 0.0% | 429 | +605 | 185.02% | Q4 2025 | Feb 12, 2026 |
| Wealth Group Ltd | History | Added to | 927 | 232 | 0.05% | 0.05% | 430 | +3 | 0.32% | Q4 2025 | Jan 12, 2026 |
| Redwood Financial Network Corp | History | No change | 919 | 230 | 0.15% | 0.14% | 431 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 901 | 228 | 0.08% | 0.09% | 432 | -39 | -4.15% | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Reduced | 904 | 227 | 0.01% | 0.01% | 433 | -19 | -2.06% | Q4 2025 | Feb 10, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 884 | 221 | 0.0% | 0.0% | 434 | -7 | -0.79% | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | No change | 861 | 217 | 0.02% | 0.02% | 435 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Reduced | 845 | 212 | 0.05% | 0.06% | 436 | -84 | -9.04% | Q4 2025 | Jan 06, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 840 | 210 | 0.03% | 0.03% | 437 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| CRA Financial Services, LLC | History | New | 835 | 209 | 0.03% | — | 439 | +835 | New | Q4 2025 | Jan 16, 2026 |
| Legacy Private Trust Co. | History | No change | 835 | 209 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 830 | 208 | 0.01% | 0.02% | 440 | -242 | -22.57% | Q4 2025 | Jan 21, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 824 | 206 | 0.02% | 0.02% | 441 | +1 | 0.12% | Q4 2025 | Feb 18, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 822 | 206 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Oakworth Capital, Inc. | History | No change | 817 | 205 | 0.01% | 0.01% | 443 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| OPPENHEIMER & CO INC | History | New | 816 | 204 | 0.0% | — | 444 | +816 | New | Q4 2025 | Feb 02, 2026 |
| Alpha Cubed Investments, LLC | History | New | 813 | 204 | 0.01% | — | 445 | +813 | New | Q4 2025 | Feb 03, 2026 |
| FSM Wealth Advisors, LLC | History | New | 810 | 203 | 0.03% | — | 446 | +810 | New | Q4 2025 | Jan 23, 2026 |
| Well Done, LLC | History | New | 807 | 202 | 0.03% | — | 447 | +807 | New | Q4 2025 | Jan 13, 2026 |
| FF Advisors,LLC | History | New | 802 | 201 | 0.09% | — | 448 | +802 | New | Q4 2025 | Feb 13, 2026 |
| Princeton Global Asset Management LLC | History | No change | 800 | 200 | 0.03% | 0.03% | 449 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Northwest Capital Management Inc | History | Reduced | 794 | 199 | 0.86% | 0.8% | 450 | -2,311 | -74.43% | Q4 2025 | Jan 26, 2026 |
| Operose Advisors LLC | History | No change | 741 | 186 | 0.04% | 0.04% | 451 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Larson Financial Group LLC | History | Added to | 679 | 170 | 0.01% | 0.01% | 452 | +2 | 0.3% | Q4 2025 | Feb 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 634 | 159 | 0.01% | 0.01% | 453 | -86 | -11.94% | Q4 2025 | Jan 08, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 620 | 155 | 0.02% | 0.02% | 454 | +2 | 0.32% | Q4 2025 | Feb 13, 2026 |
| Archer Investment Corp | History | Reduced | 504 | 126 | 0.03% | 0.03% | 455 | -79 | -13.55% | Q4 2025 | Jan 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 497 | 124 | 0.01% | — | 456 | +497 | New | Q4 2025 | Jan 21, 2026 |
| Fairscale Capital, LLC | History | No change | 495 | 124 | 0.08% | 0.08% | 457 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 483 | 121 | 0.05% | 0.73% | 458 | -5,907 | -92.44% | Q4 2025 | Feb 06, 2026 |
| Heritage Wealth Advisors | History | Reduced | 466 | 117 | 0.0% | 0.01% | 459 | -60 | -11.41% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 458 | 115 | 0.01% | 0.0% | 460 | +408 | 816.0% | Q4 2025 | Jan 21, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 430 | 107 | 0.01% | 0.02% | 461 | -59 | -12.07% | Q4 2025 | Feb 13, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 408 | 102 | 0.08% | — | 462 | +408 | New | Q4 2025 | Feb 06, 2026 |
| DAGCO, INC. | History | No change | 390 | 97 | 0.02% | 0.02% | 463 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 378 | 94 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| NBT BANK N A /NY | History | Added to | 251 | 93 | 0.01% | 0.01% | 465 | +7 | 2.87% | Q4 2025 | Jan 23, 2026 |
| CX Institutional | History | Added to | 357 | 90 | 0.0% | 0.0% | 467 | +2 | 0.56% | Q4 2025 | Feb 02, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 360 | 90 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Costello Asset Management, INC | History | Added to | 352 | 88 | 0.03% | 0.03% | 468 | +1 | 0.28% | Q4 2025 | Feb 03, 2026 |
| BOKF, NA | History | No change | 319 | 80 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GGM Financials LLC | History | Added to | 317 | 79 | 0.04% | 0.04% | 470 | +1 | 0.32% | Q4 2025 | Feb 04, 2026 |
| MCF Advisors LLC | History | Added to | 284 | 71 | 0.0% | 0.0% | 471 | +1 | 0.35% | Q4 2025 | Feb 11, 2026 |
| COUNTRY TRUST BANK | History | No change | 280 | 70 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Wells Financial Advisors INC | History | Reduced | 274 | 68 | 0.13% | 0.18% | 473 | -275 | -50.09% | Q4 2025 | Feb 02, 2026 |
| SHP Wealth Management | History | New | 269 | 67 | 0.01% | — | 474 | +269 | New | Q4 2025 | Mar 04, 2026 |
| HOWE & RUSLING INC | History | No change | 246 | 61 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| City State Bank | History | No change | 232 | 58 | 0.02% | 0.02% | 476 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 229 | 57 | 0.0% | 0.0% | 477 | +4 | 1.78% | Q4 2025 | Feb 06, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 213 | 53 | 0.0% | 0.0% | 478 | -405 | -65.53% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 212 | 53 | 0.0% | 0.0% | 479 | +7 | 3.41% | Q4 2025 | Feb 03, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 213 | 53 | 0.04% | 0.03% | 480 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 210 | 52 | 0.02% | 0.02% | 481 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | No change | 205 | 51 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 202 | 50 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Sunbelt Securities, Inc. | History | No change | 200 | 50 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| TSFG, LLC | History | No change | 199 | 50 | 0.01% | 0.01% | 485 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Rialto Wealth Management, LLC | History | No change | 203 | 50 | 0.01% | 0.01% | 486 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 193 | 48 | 0.03% | — | 490 | +193 | New | Q4 2025 | Feb 18, 2026 |
| Blue Trust, Inc. | History | New | 192 | 48 | 0.0% | — | 489 | +192 | New | Q4 2025 | Jan 16, 2026 |
| SIGNATUREFD, LLC | History | No change | 192 | 48 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Center for Financial Planning, Inc. | History | No change | 195 | 48 | 0.0% | 0.01% | 488 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Milestone Investment Advisors LLC | History | No change | 176 | 44 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Collier Financial | History | Added to | 151 | 37 | 0.03% | 0.03% | 492 | +1 | 0.67% | Q4 2025 | Feb 12, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 141 | 35 | 0.01% | 0.0% | 493 | +128 | 984.62% | Q4 2025 | Feb 17, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 130 | 32 | 0.01% | 0.01% | 494 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 122 | 30 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Kilter Group LLC | History | No change | 117 | 29 | 0.01% | 0.01% | 496 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 100 | 25 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 100 | 25 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Nova Wealth Management, Inc. | History | No change | 100 | 25 | 0.02% | 0.02% | 499 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BFSG, LLC | History | Reduced | 78 | 19 | 0.0% | 0.01% | 500 | -175 | -69.17% | Q4 2025 | Jan 22, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 75 | 18 | 0.0% | 0.0% | 501 | +7 | 10.29% | Q4 2025 | Jan 07, 2026 |
| CITIGROUP INC | History | Reduced | 70 | 17 | 0.0% | 0.0% | 502 | -972 | -93.28% | Q4 2025 | Feb 13, 2026 |
| Coston, McIsaac & Partners | History | No change | 69 | 17 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Beacon Financial Strategies CORP | History | New | 56 | 14 | 0.01% | — | 505 | +56 | New | Q4 2025 | Jan 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 58 | 14 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | New | 51 | 12 | 0.0% | — | 507 | +51 | New | Q4 2025 | Feb 17, 2026 |
| Johnson Financial Group, Inc. | History | No change | 50 | 12 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Abound Wealth Management | History | No change | 47 | 11 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Kingdom Financial Group LLC. | History | New | 43 | 10 | 0.0% | — | 509 | +43 | New | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 32 | 8 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Navigoe, LLC | History | No change | 33 | 8 | 0.0% | 0.01% | 511 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 28 | 7 | 0.0% | — | 512 | +28 | New | Q4 2025 | Jan 22, 2026 |
| Signature Equity Partners, LLC | History | New | 27 | 6 | 0.0% | — | 514 | +27 | New | Q4 2025 | Feb 17, 2026 |
| Gen-Wealth Partners Inc | History | No change | 25 | 6 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 23 | 5 | 0.0% | 0.0% | 517 | +13 | 130.0% | Q4 2025 | Feb 10, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 22 | 5 | 0.0% | 0.0% | 516 | +7 | 46.67% | Q4 2025 | Feb 13, 2026 |
| MOTCO | History | No change | 23 | 5 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 20 | 5 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GAMMA Investing LLC | History | No change | 20 | 5 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 22 | 5 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 19 | 4 | 0.0% | 0.0% | 521 | -1 | -5.0% | Q4 2025 | Feb 05, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Gladwyn Financial Advisors, Inc. | History | No change | 6 | 1 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -103,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -69,530 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Waterford Advisors, LLC | History | Closed out | 0 | 0 | — | 2.02% | — | -23,949 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,962 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Hollow Brook Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -6,650 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,235 | -100.0% | Q3 2025 | Oct 15, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,716 | -100.0% | Q3 2025 | Nov 14, 2025 |
| B.O.S.S. Retirement Advisors, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -1,932 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,421 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,404 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Whitegate Investment Counselors, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -1,355 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,316 | -100.0% | Q3 2025 | Nov 13, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,064 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Empower Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,027 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -500 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Security National Bank | History | Closed out | 0 | 0 | — | 0.02% | — | -424 | -100.0% | Q3 2025 | Oct 20, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -210 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -200 | -100.0% | Q3 2025 | Oct 15, 2025 |
| St. Johns Investment Management Company, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -150 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -93 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -89 | -100.0% | Q3 2025 | Oct 20, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q3 2025 | Nov 03, 2025 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Triumph Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 12, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |