VANGUARD WORLD FUND - MGV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSETMARK, INC | History | Added to | 15,430,686 | 2,178,195 | 4.44% | 4.46% | 1 | +312,445 | 2.07% | Q4 2025 | Jan 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,521,607 | 638,270 | 0.05% | 0.04% | 2 | +202,615 | 4.69% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 2,979,945 | 420,649 | 0.03% | 0.03% | 3 | -22,331 | -0.74% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,222,489 | 313,591 | 0.07% | 0.06% | 4 | +180,383 | 8.83% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 1,799,402 | 254,003 | 0.04% | 0.04% | 5 | +45,410 | 2.59% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,303,558 | 184,010 | 0.05% | 0.05% | 6 | -3,373 | -0.26% | Q4 2025 | Feb 10, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,261,768 | 178,111 | 1.43% | 1.05% | 7 | +429,853 | 51.67% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,223,662 | 172,732 | 0.09% | 0.1% | 8 | +3,314 | 0.27% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Reduced | 1,073,208 | 151,494 | 0.04% | 0.04% | 9 | -11,983 | -1.1% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,004,701 | 141,823 | 0.03% | 0.03% | 10 | +38,850 | 4.02% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 837,780 | 118,260 | 0.13% | 0.13% | 11 | -18,505 | -2.16% | Q4 2025 | Feb 06, 2026 |
| Black Diamond Financial, LLC | History | Added to | 776,946 | 109,673 | 11.56% | 11.73% | 12 | +16,883 | 2.22% | Q4 2025 | Feb 03, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 760,620 | 107,369 | 0.86% | 0.94% | 13 | -78,177 | -9.32% | Q4 2025 | Jan 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 718,970 | 101,489 | 0.03% | 0.04% | 14 | -119,157 | -14.22% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 670,737 | 94,681 | 0.02% | — | 15 | +670,737 | New | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 597,489 | 84,341 | 0.01% | 0.0% | 16 | +43,482 | 7.85% | Q4 2025 | Feb 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 565,790 | 79,866 | 0.45% | 0.49% | 17 | -19,831 | -3.39% | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 473,772 | 66,877 | 0.12% | 0.13% | 18 | +949 | 0.2% | Q4 2025 | Mar 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 397,998 | 56,181 | 0.15% | 0.15% | 19 | +504 | 0.13% | Q4 2025 | Feb 05, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 369,475 | 52,155 | 2.35% | 2.02% | 20 | +72,035 | 24.22% | Q4 2025 | Feb 17, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Reduced | 363,674 | 51,336 | 4.02% | 4.04% | 21 | -2,058 | -0.56% | Q4 2025 | Jan 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 359,262 | 50,713 | 0.08% | 0.07% | 22 | +21,208 | 6.27% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 352,122 | 49,707 | 0.04% | 0.04% | 23 | +24,277 | 7.41% | Q4 2025 | Feb 13, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 349,302 | 49,307 | 9.79% | 9.5% | 24 | +13,086 | 3.89% | Q4 2025 | Jan 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 341,825 | 48,252 | 0.2% | 0.21% | 25 | +10,476 | 3.16% | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 341,414 | 48,194 | 0.06% | 0.06% | 26 | -5,747 | -1.66% | Q4 2025 | Feb 12, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 331,869 | 46,878 | 4.05% | 3.95% | 27 | +331,859 | 3318590.0% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 318,620 | 44,976 | 0.05% | 0.05% | 28 | +31,110 | 10.82% | Q4 2025 | Feb 17, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 304,412 | 42,970 | 1.4% | 0.01% | 29 | +302,536 | 16126.65% | Q4 2025 | Jan 20, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 296,940 | 41,916 | 7.62% | 0.64% | 30 | +3,779 | 1.29% | Q4 2025 | Mar 04, 2026 |
| Apriem Advisors | History | Added to | 253,265 | 35,750 | 3.28% | 3.23% | 31 | +5,181 | 2.09% | Q4 2025 | Feb 13, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 230,953 | 32,601 | 10.71% | 10.41% | 32 | +28,722 | 14.2% | Q4 2025 | Feb 03, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 220,512 | 31,336 | 1.19% | 1.8% | 33 | +8,576 | 4.05% | Q4 2025 | Feb 13, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 220,480 | 31,122 | 5.93% | 5.97% | 34 | -499 | -0.23% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 215,566 | 30,452 | 0.04% | 0.21% | 35 | -882,510 | -80.37% | Q4 2025 | Feb 17, 2026 |
| Integrated Capital Management, LLC | History | Added to | 201,098 | 28,386 | 12.21% | 12.0% | 36 | +5,849 | 3.0% | Q4 2025 | Jan 26, 2026 |
| Capital Advantage, Inc. | History | Reduced | 197,266 | 27,846 | 3.76% | 4.11% | 37 | -936 | -0.47% | Q4 2025 | Jan 07, 2026 |
| Avior Wealth Management, LLC | History | Added to | 191,673 | 27,056 | 0.84% | 0.72% | 38 | +29,374 | 18.1% | Q4 2025 | Jan 06, 2026 |
| Zeit Capital LLC | History | Reduced | 190,085 | 26,832 | 18.11% | 17.84% | 39 | -462 | -0.24% | Q4 2025 | Jan 26, 2026 |
| Braeburn Wealth Management LLC | History | New | 183,259 | 25,869 | 13.21% | — | 40 | +183,259 | New | Q4 2025 | Feb 18, 2026 |
| BTG Pactual Asset Management US LLC | History | Reduced | 194,054 | 25,459 | 2.48% | 1.25% | 41 | -9,292 | -4.57% | Q4 2025 | Feb 17, 2026 |
| Blue Edge Capital, LLC | History | Added to | 175,865 | 24,825 | 3.32% | 3.22% | 42 | +11,101 | 6.74% | Q4 2025 | Feb 12, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 174,812 | 24,676 | 6.36% | 6.26% | 43 | +4,108 | 2.41% | Q4 2025 | Jan 20, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 168,967 | 23,851 | 0.99% | 0.99% | 44 | -302 | -0.18% | Q4 2025 | Feb 09, 2026 |
| Graney & King, LLC | History | Added to | 168,572 | 23,795 | 13.92% | 15.24% | 45 | +8,701 | 5.44% | Q4 2025 | Feb 13, 2026 |
| AllGen Financial Advisors, Inc. | History | Added to | 163,240 | 23,042 | 5.46% | 5.32% | 46 | +6,072 | 3.86% | Q4 2025 | Jan 22, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 161,905 | 22,854 | 1.84% | 1.84% | 47 | +8,564 | 5.58% | Q4 2025 | Feb 12, 2026 |
| Savant Capital, LLC | History | Reduced | 158,356 | 22,353 | 0.13% | 0.13% | 48 | -1,016 | -0.64% | Q4 2025 | Feb 10, 2026 |
| Marmo Financial Group, LLC | History | Added to | 150,749 | 21,279 | 10.07% | 10.01% | 49 | +646 | 0.43% | Q4 2025 | Feb 03, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 147,312 | 20,794 | 0.41% | 0.44% | 50 | -6,146 | -4.01% | Q4 2025 | Jan 14, 2026 |
| Breakwater Capital Group | History | Added to | 146,115 | 20,625 | 2.88% | 2.67% | 51 | +14,981 | 11.42% | Q4 2025 | Jan 09, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 144,775 | 20,436 | 10.36% | 10.09% | 52 | +6,035 | 4.35% | Q4 2025 | Jan 23, 2026 |
| Bison Wealth, LLC | History | New | 138,750 | 19,999 | 2.25% | — | 53 | +138,750 | New | Q4 2025 | Mar 24, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 139,783 | 19,731 | 1.66% | 1.72% | 54 | -4,610 | -3.19% | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 138,288 | 19,520 | 0.4% | 0.46% | 55 | -7,899 | -5.4% | Q4 2025 | Feb 09, 2026 |
| Cresset Asset Management, LLC | History | Added to | 125,266 | 17,682 | 0.07% | 0.08% | 56 | +21 | 0.02% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 123,875 | 17,486 | 0.51% | — | 57 | +123,875 | New | Q4 2025 | Feb 13, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 120,495 | 17,009 | 3.58% | 3.56% | 58 | +2,987 | 2.54% | Q4 2025 | Jan 29, 2026 |
| SOL Capital Management CO | History | Reduced | 118,720 | 16,759 | 1.51% | 1.49% | 59 | -1,718 | -1.43% | Q4 2025 | Jan 30, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 118,512 | 16,729 | 0.3% | 0.31% | 60 | +5,342 | 4.72% | Q4 2025 | Jan 16, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 115,807 | 16,347 | 0.1% | 0.1% | 61 | +5,663 | 5.14% | Q4 2025 | Jan 29, 2026 |
| Retirement Management Systems Inc. | History | New | 114,829 | 16,209 | 4.15% | — | 62 | +114,829 | New | Q4 2025 | Feb 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 111,899 | 15,795 | 0.13% | 0.15% | 63 | -461 | -0.41% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 110,554 | 15,619 | 0.02% | 0.02% | 64 | +5,034 | 4.77% | Q4 2025 | Jan 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 110,398 | 15,583 | 0.04% | 0.06% | 65 | -59,839 | -35.15% | Q4 2025 | Feb 13, 2026 |
| Select Asset Management & Trust | History | Added to | 105,281 | 14,861 | 4.62% | 4.41% | 66 | +1,372 | 1.32% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Added to | 102,118 | 14,415 | 0.01% | 0.01% | 67 | +805 | 0.79% | Q4 2025 | Feb 17, 2026 |
| Crumly & Associates Inc. | History | Reduced | 100,169 | 14,139 | 2.97% | 3.34% | 68 | -10,643 | -9.6% | Q4 2025 | Jan 14, 2026 |
| Pachira Investments Inc. | History | Added to | 100,075 | 14,126 | 6.87% | 5.73% | 69 | +26,011 | 35.12% | Q4 2025 | Feb 02, 2026 |
| HB Wealth Management, LLC | History | Reduced | 97,674 | 13,787 | 0.09% | 0.09% | 70 | -43 | -0.04% | Q4 2025 | Jan 28, 2026 |
| Avid Wealth Partners LLC | History | Added to | 95,730 | 13,513 | 6.6% | 6.38% | 71 | +2,926 | 3.15% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 95,449 | 13,473 | 0.06% | 0.08% | 72 | -18,540 | -16.26% | Q4 2025 | Feb 17, 2026 |
| Annex Advisory Services, LLC | History | New | 92,465 | 13,052 | 0.25% | — | 73 | +92,465 | New | Q4 2025 | Jan 26, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 89,361 | 12,614 | 0.47% | 0.03% | 74 | +86,437 | 2956.12% | Q4 2025 | Feb 04, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 86,421 | 12,199 | 0.07% | 0.09% | 75 | -31,071 | -26.45% | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 86,234 | 12,172 | 0.01% | 0.01% | 76 | -4,943 | -5.42% | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 83,514 | 12,122 | 0.02% | 0.02% | 77 | +6,807 | 8.87% | Q4 2025 | Jan 08, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 84,578 | 11,939 | 0.15% | 0.15% | 78 | -3,418 | -3.88% | Q4 2025 | Feb 05, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 83,246 | 11,750 | 3.17% | 3.36% | 79 | +1,180 | 1.44% | Q4 2025 | Feb 09, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 81,777 | 11,543 | 1.59% | 1.68% | 80 | -201 | -0.25% | Q4 2025 | Jan 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 78,633 | 11,099 | 0.01% | 0.01% | 81 | +7,969 | 11.28% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 75,072 | 10,597 | 0.02% | 0.03% | 82 | -9,545 | -11.28% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 74,635 | 10,535 | 0.0% | 0.0% | 83 | -11,854 | -13.71% | Q4 2025 | Mar 25, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 73,710 | 10,406 | 1.19% | 1.15% | 84 | +2,840 | 4.01% | Q4 2025 | Jan 29, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 73,514 | 10,377 | 0.12% | 0.12% | 85 | -1,437 | -1.92% | Q4 2025 | Jan 21, 2026 |
| WealthShield Partners, LLC | History | Reduced | 71,184 | 10,050 | 1.11% | 1.11% | 86 | -102 | -0.14% | Q4 2025 | Feb 03, 2026 |
| TFB Advisors LLC | History | Added to | 64,801 | 9,147 | 2.56% | 2.59% | 87 | +91 | 0.14% | Q4 2025 | Feb 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 64,314 | 9,078 | 0.02% | 0.02% | 88 | +3,790 | 6.26% | Q4 2025 | Jan 30, 2026 |
| Capital Planning LLC | History | Added to | 62,216 | 8,862 | 2.48% | 2.4% | 89 | +2,697 | 4.53% | Q4 2025 | Jan 23, 2026 |
| HOWE & RUSLING INC | History | Added to | 61,000 | 8,610 | 0.57% | 0.54% | 90 | +3,562 | 6.2% | Q4 2025 | Feb 17, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 58,427 | 8,247 | 5.79% | 5.51% | 91 | +2,652 | 4.75% | Q4 2025 | Jan 08, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 57,216 | 8,076 | 5.59% | 5.35% | 92 | +4,520 | 8.58% | Q4 2025 | Feb 03, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 55,213 | 7,864 | 3.05% | 2.13% | 93 | +19,192 | 53.28% | Q4 2025 | Jan 21, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 54,125 | 7,640 | 0.49% | 0.51% | 94 | -1,740 | -3.11% | Q4 2025 | Jan 26, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 52,173 | 7,364 | 0.48% | 0.48% | 95 | -128 | -0.24% | Q4 2025 | Jan 22, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 50,959 | 7,193 | 4.57% | 4.23% | 96 | +3,816 | 8.09% | Q4 2025 | Feb 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 50,005 | 7,058 | 0.0% | 0.0% | 97 | +49,827 | 27992.7% | Q4 2025 | Feb 10, 2026 |
| PFG Private Wealth Management, LLC | History | New | 49,819 | 7,032 | 3.08% | — | 98 | +49,819 | New | Q4 2025 | Jan 15, 2026 |
| COMERICA BANK | History | Reduced | 48,683 | 6,872 | 0.03% | 0.03% | 99 | -606 | -1.23% | Q4 2025 | Jan 29, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 46,503 | 6,564 | 2.75% | 2.57% | 100 | +2,474 | 5.62% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 45,790 | 6,463 | 0.01% | 0.01% | 101 | -772 | -1.66% | Q4 2025 | Feb 17, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 45,428 | 6,413 | 2.41% | 2.04% | 102 | +7,160 | 18.71% | Q4 2025 | Jan 23, 2026 |
| Mariner, LLC | History | Reduced | 43,952 | 6,204 | 0.01% | 0.01% | 103 | -371 | -0.84% | Q4 2025 | Feb 13, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 43,187 | 6,096 | 3.07% | 3.15% | 104 | -634 | -1.45% | Q4 2025 | Jan 21, 2026 |
| Veridan Wealth LLC | History | Added to | 42,839 | 6,047 | 2.03% | 2.0% | 105 | +592 | 1.4% | Q4 2025 | Feb 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 41,137 | 5,806 | 0.33% | 0.57% | 106 | -8,906 | -17.8% | Q4 2025 | Feb 09, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 40,563 | 5,725 | 4.91% | — | 107 | +40,563 | New | Q4 2025 | Feb 09, 2026 |
| Atria Investments, Inc | History | Reduced | 40,295 | 5,688 | 0.06% | 0.06% | 108 | -51 | -0.13% | Q4 2025 | Feb 05, 2026 |
| Resolute Advisors LLC | History | Added to | 40,085 | 5,658 | 1.85% | 1.41% | 109 | +431 | 1.09% | Q4 2025 | Feb 11, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Reduced | 39,836 | 5,623 | 1.68% | 2.64% | 110 | -20,771 | -34.27% | Q4 2025 | Jan 26, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 39,057 | 5,513 | 0.81% | 1.03% | 111 | -10,751 | -21.58% | Q4 2025 | Feb 10, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 38,129 | 5,382 | 0.11% | 0.13% | 112 | -4,066 | -9.64% | Q4 2025 | Feb 03, 2026 |
| Center For Asset Management LLC | History | Reduced | 37,747 | 5,328 | 2.79% | 2.87% | 113 | -1,271 | -3.26% | Q4 2025 | Jan 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 37,445 | 5,286 | 0.24% | 0.23% | 114 | +2,399 | 6.85% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 37,418 | 5,281 | 0.11% | 0.11% | 115 | -215 | -0.57% | Q4 2025 | Feb 02, 2026 |
| Cornerstone Financial Management LLC | History | New | 36,977 | 5,219 | 4.9% | — | 116 | +36,977 | New | Q4 2025 | Feb 13, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 36,726 | 5,184 | 0.7% | 0.83% | 117 | -747 | -1.99% | Q4 2025 | Feb 17, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 36,450 | 5,145 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BSW Wealth Partners | History | Reduced | 36,420 | 5,141 | 0.62% | 0.74% | 119 | -6,718 | -15.57% | Q4 2025 | Jan 23, 2026 |
| Compass Planning Associates Inc | History | Added to | 36,165 | 5,105 | 3.54% | 3.29% | 120 | +10,082 | 38.65% | Q4 2025 | Jan 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 35,950 | 5,074 | 0.01% | 0.01% | 121 | +13,670 | 61.36% | Q4 2025 | Feb 17, 2026 |
| Avant Capital LLC | History | Added to | 35,905 | 5,068 | 3.48% | 3.41% | 122 | +696 | 1.98% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 35,466 | 5,006 | 0.32% | 0.33% | 123 | -461 | -1.28% | Q4 2025 | Feb 06, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 35,134 | 4,959 | 0.04% | 0.06% | 124 | -54,892 | -60.97% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 34,683 | 4,895 | 0.04% | 0.02% | 125 | +17,064 | 96.85% | Q4 2025 | Feb 12, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 32,806 | 4,818 | 0.15% | 0.15% | 126 | +1,163 | 3.68% | Q4 2025 | Jan 23, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 34,110 | 4,814 | 0.27% | 0.28% | 127 | -540 | -1.56% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 31,365 | 4,427 | 0.16% | 0.2% | 128 | -5,299 | -14.45% | Q4 2025 | Feb 06, 2026 |
| WESBANCO BANK INC | History | Reduced | 31,324 | 4,421 | 0.12% | 0.15% | 129 | -7,400 | -19.11% | Q4 2025 | Feb 03, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 31,257 | 4,412 | 2.49% | 2.15% | 130 | +6,410 | 25.8% | Q4 2025 | Feb 03, 2026 |
| Breakwater Investment Management | History | Reduced | 31,022 | 4,379 | 1.58% | 1.61% | 131 | -647 | -2.04% | Q4 2025 | Feb 02, 2026 |
| Royal Fund Management, LLC | History | Added to | 30,784 | 4,349 | 0.4% | 0.36% | 132 | +8,871 | 40.48% | Q4 2025 | Jan 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 29,829 | 4,210 | 0.05% | 0.07% | 133 | +442 | 1.5% | Q4 2025 | Jan 29, 2026 |
| WPG Advisers, LLC | History | Added to | 29,639 | 4,183 | 3.1% | 2.86% | 134 | +2,828 | 10.55% | Q4 2025 | Jan 28, 2026 |
| Entelevest, LLC | History | New | 29,389 | 4,149 | 4.16% | — | 135 | +29,389 | New | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 29,194 | 4,121 | 0.03% | 0.03% | 136 | +412 | 1.43% | Q4 2025 | Feb 17, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 29,028 | 4,097 | 1.39% | 1.36% | 137 | +80 | 0.28% | Q4 2025 | Jan 22, 2026 |
| Boyd Wealth Management, LLC | History | Reduced | 28,992 | 4,092 | 1.74% | 1.75% | 138 | -603 | -2.04% | Q4 2025 | Jan 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 28,194 | 3,979 | 0.01% | 0.01% | 139 | +2,733 | 10.73% | Q4 2025 | Feb 18, 2026 |
| CVA Family Office, LLC | History | Added to | 28,166 | 3,975 | 0.46% | 0.5% | 140 | +74 | 0.26% | Q4 2025 | Jan 12, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 28,085 | 3,964 | 0.2% | 0.2% | 141 | -244 | -0.86% | Q4 2025 | Jan 27, 2026 |
| Trademark Financial Management, LLC | History | Reduced | 27,080 | 3,822 | 2.1% | 3.27% | 142 | -13,711 | -33.61% | Q4 2025 | Jan 28, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 26,262 | 3,707 | 0.78% | 0.79% | 143 | -216 | -0.82% | Q4 2025 | Jan 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 26,252 | 3,700 | 0.01% | 0.01% | 144 | -2,460 | -8.57% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 26,017 | 3,672 | 0.0% | 0.0% | 145 | +3,750 | 16.84% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 25,864 | 3,650 | 0.0% | 0.0% | 146 | +22,494 | 667.48% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Reduced | 25,502 | 3,599 | 0.0% | 0.0% | 147 | -501 | -1.93% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 25,485 | 3,597 | 1.05% | 1.04% | 148 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 25,253 | 3,564 | 0.02% | 0.02% | 149 | +1,613 | 6.82% | Q4 2025 | Feb 17, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 24,981 | 3,526 | 0.25% | 0.25% | 150 | +247 | 1.0% | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | Added to | 24,724 | 3,487 | 0.02% | 0.01% | 151 | +9,431 | 61.67% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 24,554 | 3,466 | 0.02% | 0.02% | 152 | +785 | 3.3% | Q4 2025 | Feb 13, 2026 |
| LifeWealth Investments, LLC | History | Added to | 24,448 | 3,451 | 1.09% | 0.98% | 153 | +2,810 | 12.99% | Q4 2025 | Jan 26, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 23,802 | 3,359 | 1.21% | 1.24% | 154 | -1,069 | -4.3% | Q4 2025 | Jan 22, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 23,743 | 3,351 | 0.08% | 0.06% | 155 | +4,557 | 23.75% | Q4 2025 | Feb 13, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 23,721 | 3,348 | 0.75% | 0.79% | 156 | +183 | 0.78% | Q4 2025 | Jan 09, 2026 |
| Alpha Cubed Investments, LLC | History | Reduced | 23,242 | 3,280 | 0.11% | 0.12% | 157 | -2,101 | -8.29% | Q4 2025 | Feb 03, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 22,312 | 3,149 | 0.81% | 0.8% | 158 | -134 | -0.6% | Q4 2025 | Jan 22, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 22,144 | 3,125 | 1.31% | 1.3% | 159 | +971 | 4.59% | Q4 2025 | Feb 03, 2026 |
| Ascent Group, LLC | History | Reduced | 21,335 | 3,011 | 0.1% | 0.1% | 160 | -34 | -0.16% | Q4 2025 | Jan 20, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 21,161 | 2,987 | 0.44% | — | 161 | +21,161 | New | Q4 2025 | Feb 13, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 20,660 | 2,916 | 0.03% | 0.03% | 162 | -784 | -3.66% | Q4 2025 | Jan 13, 2026 |
| Maridea Wealth Management LLC | History | Added to | 20,145 | 2,843 | 0.43% | 0.43% | 163 | +163 | 0.82% | Q4 2025 | Jan 08, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 19,830 | 2,799 | 1.21% | 1.27% | 164 | -338 | -1.68% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 19,516 | 2,754 | 0.0% | 0.0% | 165 | -633 | -3.14% | Q4 2025 | Feb 02, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 19,453 | 2,745 | 1.28% | 5.03% | 166 | -55,714 | -74.12% | Q4 2025 | Jan 15, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Added to | 18,789 | 2,652 | 0.71% | 0.71% | 167 | +3 | 0.02% | Q4 2025 | Feb 05, 2026 |
| Wells Financial Advisors INC | History | Reduced | 18,723 | 2,642 | 5.02% | 4.23% | 168 | -4,242 | -18.47% | Q4 2025 | Feb 02, 2026 |
| CHOREO, LLC | History | Added to | 18,572 | 2,639 | 0.03% | 0.03% | 169 | +182 | 0.99% | Q4 2025 | Jan 23, 2026 |
| FSC Wealth Advisors, LLC | History | Reduced | 18,508 | 2,612 | 4.24% | 4.25% | 170 | -34,997 | -65.41% | Q4 2025 | Jan 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 18,167 | 2,564 | 0.05% | 0.05% | 171 | +978 | 5.69% | Q4 2025 | Feb 12, 2026 |
| Grantvest Financial Group LLC | History | Added to | 18,084 | 2,552 | 1.64% | 1.71% | 172 | +101 | 0.56% | Q4 2025 | Feb 02, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 17,775 | 2,509 | 0.23% | 0.26% | 173 | -2,206 | -11.04% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 17,683 | 2,496 | 1.17% | 1.11% | 174 | +76 | 0.43% | Q4 2025 | Jan 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 17,600 | 2,484 | 0.0% | 0.01% | 175 | -21,500 | -54.99% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 17,583 | 2,481 | 0.01% | — | 176 | +17,583 | New | Q4 2025 | Feb 05, 2026 |
| Argent Trust Co | History | Added to | 17,500 | 2,470 | 0.08% | 0.06% | 177 | +5,027 | 40.3% | Q4 2025 | Feb 10, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 17,108 | 2,417 | 0.07% | 0.12% | 178 | +2,915 | 20.54% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 17,066 | 2,408 | 0.02% | 0.02% | 179 | -124 | -0.72% | Q4 2025 | Feb 18, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 16,560 | 2,337 | 0.11% | — | 180 | +16,560 | New | Q4 2025 | Jan 12, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 16,207 | 2,287 | 0.62% | 0.55% | 181 | +3,353 | 26.09% | Q4 2025 | Feb 10, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 16,049 | 2,265 | 0.82% | 0.83% | 182 | +16 | 0.1% | Q4 2025 | Feb 05, 2026 |
| Stirlingshire Investments, Inc. | History | New | 15,741 | 2,221 | 1.97% | — | 183 | +15,741 | New | Q4 2025 | Feb 11, 2026 |
| BANK OF HAWAII | History | Reduced | 15,531 | 2,192 | 0.11% | 0.11% | 184 | -675 | -4.17% | Q4 2025 | Mar 03, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 15,466 | 2,183 | 0.1% | 0.1% | 185 | -20 | -0.13% | Q4 2025 | Jan 29, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 15,461 | 2,182 | 0.02% | 0.02% | 186 | -377 | -2.38% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 15,452 | 2,181 | 0.0% | 0.0% | 188 | +5,737 | 59.05% | Q4 2025 | Feb 11, 2026 |
| Horizon Investment Services, LLC | History | Added to | 15,457 | 2,181 | 0.78% | 0.8% | 187 | +133 | 0.87% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 15,247 | 2,152 | 0.0% | 0.0% | 189 | +2,878 | 23.27% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Added to | 15,187 | 2,144 | 0.06% | 0.06% | 190 | +346 | 2.33% | Q4 2025 | Jan 30, 2026 |
| Zhang Financial LLC | History | Reduced | 15,182 | 2,143 | 0.08% | 0.09% | 191 | -80 | -0.52% | Q4 2025 | Feb 10, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 14,931 | 2,107 | 1.06% | 1.09% | 192 | -248 | -1.63% | Q4 2025 | Jan 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 14,546 | 2,053 | 0.05% | 0.05% | 193 | +1,206 | 9.04% | Q4 2025 | Feb 17, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 14,551 | 2,052 | 0.66% | 0.74% | 194 | -632 | -4.16% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 14,346 | 2,025 | 0.01% | 0.0% | 195 | +3,781 | 35.79% | Q4 2025 | Jan 26, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 13,794 | 1,947 | 0.57% | 0.48% | 196 | +3,109 | 29.1% | Q4 2025 | Feb 11, 2026 |
| Revisor Wealth Management LLC | History | Added to | 13,214 | 1,941 | 0.52% | 0.62% | 197 | +134 | 1.02% | Q4 2025 | Jan 27, 2026 |
| EP Wealth Advisors, LLC | History | New | 13,725 | 1,937 | 0.01% | — | 198 | +13,725 | New | Q4 2025 | Feb 18, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 13,612 | 1,921 | 0.15% | 0.1% | 199 | +4,936 | 56.89% | Q4 2025 | Feb 04, 2026 |
| Finward Bancorp | History | Reduced | 13,502 | 1,905 | 1.48% | 1.42% | 200 | -112 | -0.82% | Q4 2025 | Jan 21, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 13,353 | 1,884 | 0.63% | 0.65% | 201 | -614 | -4.4% | Q4 2025 | Feb 11, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 13,208 | 1,864 | 0.51% | 0.52% | 202 | +70 | 0.53% | Q4 2025 | Jan 23, 2026 |
| Passumpsic Savings Bank | History | New | 13,034 | 1,839 | 1.01% | — | 203 | +13,034 | New | Q4 2025 | Feb 05, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 12,683 | 1,790 | 0.0% | 0.0% | 204 | +705 | 5.89% | Q4 2025 | Feb 12, 2026 |
| Merited Wealth, LLC | History | New | 12,531 | 1,768 | 1.64% | — | 205 | +12,531 | New | Q4 2025 | Mar 26, 2026 |
| DMKC Advisory Services, LLC | History | No change | 12,446 | 1,756 | 0.77% | 0.87% | 206 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sowell Financial Services LLC | History | Reduced | 12,383 | 1,748 | 0.06% | 0.07% | 207 | -548 | -4.24% | Q4 2025 | Jan 21, 2026 |
| NewEdge Advisors, LLC | History | Added to | 12,292 | 1,735 | 0.01% | 0.01% | 208 | +1,687 | 15.91% | Q4 2025 | Feb 18, 2026 |
| NORTHERN TRUST CORP | History | No change | 11,978 | 1,690 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | No change | 11,977 | 1,690 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 11,822 | 1,668 | 0.02% | 0.02% | 211 | -1,435 | -10.82% | Q4 2025 | Jan 29, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 11,783 | 1,663 | 0.5% | 0.38% | 213 | +2,887 | 32.45% | Q4 2025 | Feb 06, 2026 |
| Bowman & Co S.C. | History | Added to | 11,788 | 1,663 | 0.7% | 0.68% | 212 | +81 | 0.69% | Q4 2025 | Jan 23, 2026 |
| Procyon Advisors, LLC | History | Reduced | 11,504 | 1,623 | 0.08% | 0.09% | 214 | -24 | -0.21% | Q4 2025 | Jan 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 11,297 | 1,594 | 0.0% | 0.0% | 215 | +2,143 | 23.41% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Reduced | 11,234 | 1,585 | 0.08% | 0.11% | 216 | -8,654 | -43.51% | Q4 2025 | Jan 27, 2026 |
| Global Retirement Partners, LLC | History | Added to | 11,177 | 1,577 | 0.03% | 0.03% | 217 | +427 | 3.97% | Q4 2025 | Feb 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 10,904 | 1,539 | 0.03% | 0.03% | 218 | +118 | 1.09% | Q4 2025 | Feb 06, 2026 |
| Ballentine Partners, LLC | History | No change | 10,700 | 1,510 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Corient Private Wealth LLC | History | Added to | 10,603 | 1,496 | 0.0% | 0.0% | 220 | +3,051 | 40.4% | Q4 2025 | Mar 09, 2026 |
| Harpswell Capital Advisors, LLC | History | Added to | 9,787 | 1,381 | 1.09% | 1.12% | 221 | +1,250 | 14.64% | Q4 2025 | Feb 11, 2026 |
| REGIONS FINANCIAL CORP | History | New | 9,736 | 1,374 | 0.01% | — | 222 | +9,736 | New | Q4 2025 | Jan 27, 2026 |
| Petix & Botte Co | History | No change | 9,700 | 1,369 | 0.31% | 0.31% | 223 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 9,619 | 1,357 | 0.01% | 0.01% | 225 | +304 | 3.26% | Q4 2025 | Feb 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 9,618 | 1,357 | 0.03% | 0.03% | 224 | -120 | -1.23% | Q4 2025 | Feb 09, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 9,575 | 1,351 | 0.04% | 0.05% | 226 | -14 | -0.15% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 9,515 | 1,343 | 0.05% | 0.06% | 228 | -1,936 | -16.91% | Q4 2025 | Jan 13, 2026 |
| Summit Financial, LLC | History | Reduced | 9,514 | 1,343 | 0.02% | 0.02% | 227 | -637 | -6.28% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 8,932 | 1,260 | 0.0% | 0.0% | 229 | +355 | 4.14% | Q4 2025 | Feb 12, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 8,832 | 1,247 | 2.36% | — | 230 | +8,832 | New | Q4 2025 | Feb 18, 2026 |
| Summit Trail Advisors, LLC | History | No change | 8,820 | 1,245 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 8,813 | 1,244 | 0.29% | 0.29% | 232 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 12,948 | 1,205 | 0.03% | 0.03% | 233 | +233 | 1.83% | Q4 2025 | Feb 11, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 8,351 | 1,178 | 0.72% | 0.68% | 234 | -5 | -0.06% | Q4 2025 | Feb 06, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 8,221 | 1,160 | 0.06% | 0.06% | 235 | +201 | 2.51% | Q4 2025 | Mar 04, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 8,075 | 1,139 | 0.03% | 0.0% | 236 | +6,651 | 467.06% | Q4 2025 | Jan 28, 2026 |
| SCS Capital Management LLC | History | Added to | 7,963 | 1,123 | 0.01% | 0.01% | 237 | +86 | 1.09% | Q4 2025 | Feb 10, 2026 |
| CFC Planning Co LLC | History | Added to | 7,732 | 1,091 | 0.83% | 0.47% | 238 | +3,565 | 85.55% | Q4 2025 | Jan 30, 2026 |
| M&T BANK CORP | History | Reduced | 7,705 | 1,087 | 0.0% | 0.0% | 239 | -150 | -1.91% | Q4 2025 | Jan 30, 2026 |
| World Investment Advisors | History | Added to | 7,678 | 1,083 | 0.02% | 0.02% | 240 | +260 | 3.5% | Q4 2025 | Mar 12, 2026 |
| Americana Partners, LLC | History | Reduced | 7,594 | 1,071 | 0.03% | 0.08% | 241 | -11,035 | -59.24% | Q4 2025 | Feb 06, 2026 |
| Visionary Wealth Advisors | History | Reduced | 7,383 | 1,042 | 0.05% | 0.05% | 242 | -1,137 | -13.35% | Q4 2025 | Feb 13, 2026 |
| Oxinas Partners, LLC | History | New | 7,368 | 1,040 | 0.5% | — | 243 | +7,368 | New | Q4 2025 | Jan 26, 2026 |
| Private Wealth Group, LLC | History | No change | 7,354 | 1,038 | 0.5% | 0.5% | 244 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Crane Advisory, LLC | History | No change | 7,126 | 1,037 | 0.16% | 0.15% | 245 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 7,342 | 1,036 | 0.02% | 0.02% | 246 | +675 | 10.12% | Q4 2025 | Feb 03, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 7,234 | 1,021 | 0.07% | 0.07% | 247 | +8 | 0.11% | Q4 2025 | Feb 03, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 7,056 | 996 | 0.09% | 0.09% | 248 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 7,026 | 991 | 0.69% | 0.75% | 249 | +27 | 0.39% | Q4 2025 | Feb 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 7,002 | 988 | 0.03% | 0.02% | 250 | +432 | 6.58% | Q4 2025 | Jan 23, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 6,933 | 978 | 0.06% | 0.02% | 251 | +4,816 | 227.49% | Q4 2025 | Jan 20, 2026 |
| Hudock, Inc. | History | Added to | 6,838 | 965 | 0.14% | 0.14% | 252 | +36 | 0.53% | Q4 2025 | Feb 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 6,786 | 957 | 0.02% | 0.02% | 253 | +105 | 1.57% | Q4 2025 | Jan 28, 2026 |
| StoneX Group Inc. | History | Reduced | 6,722 | 948 | 0.04% | 0.04% | 254 | -15 | -0.22% | Q4 2025 | Feb 12, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 6,704 | 946 | 0.09% | 0.05% | 255 | +3,034 | 82.67% | Q4 2025 | Jan 20, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 6,605 | 932 | 0.45% | 0.24% | 256 | +2,802 | 73.68% | Q4 2025 | Feb 03, 2026 |
| First National Advisers, LLC | History | No change | 6,460 | 911 | 0.13% | 0.12% | 257 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,357 | 897 | 0.02% | 0.02% | 258 | -533 | -7.74% | Q4 2025 | Feb 06, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 6,349 | 896 | 0.03% | 0.03% | 259 | +10 | 0.16% | Q4 2025 | Feb 04, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 6,335 | 894 | 0.05% | 0.06% | 260 | -1,355 | -17.62% | Q4 2025 | Jan 07, 2026 |
| Arkadios Wealth Advisors | History | Added to | 6,297 | 888 | 0.02% | 0.02% | 261 | +1,479 | 30.7% | Q4 2025 | Feb 13, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 6,296 | 888 | 0.35% | 0.36% | 262 | +88 | 1.42% | Q4 2025 | Jan 28, 2026 |
| Keystone Financial Group | History | Added to | 6,245 | 881 | 0.07% | 0.06% | 263 | +810 | 14.9% | Q4 2025 | Feb 06, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 6,144 | 867 | 0.25% | 0.31% | 265 | -1,135 | -15.59% | Q4 2025 | Feb 10, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 6,146 | 867 | 0.05% | 0.05% | 264 | -633 | -9.34% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,943 | 838 | 0.0% | 0.0% | 266 | +1,079 | 22.18% | Q4 2025 | Feb 11, 2026 |
| Western Wealth Management, LLC | History | Added to | 5,688 | 802 | 0.04% | 0.03% | 267 | +1,265 | 28.6% | Q4 2025 | Feb 05, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 5,667 | 799 | 0.17% | 0.17% | 268 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Synergy Investment Management, LLC | History | No change | 5,550 | 783 | 0.28% | 0.29% | 269 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Creekside Partners | History | No change | 5,544 | 782 | 0.33% | 0.34% | 270 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 5,451 | 769 | 0.01% | 0.01% | 271 | -281 | -4.9% | Q4 2025 | Feb 13, 2026 |
| VICUS CAPITAL | History | Added to | 5,449 | 769 | 0.06% | 0.06% | 272 | +57 | 1.06% | Q4 2025 | Jan 22, 2026 |
| Wharton Business Group, LLC | History | No change | 5,410 | 763 | 0.03% | 0.03% | 273 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 5,346 | 754 | 0.02% | — | 274 | +5,346 | New | Q4 2025 | Jan 12, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 5,336 | 753 | 0.48% | 0.5% | 275 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 5,321 | 751 | 0.06% | 0.05% | 277 | +644 | 13.77% | Q4 2025 | Feb 17, 2026 |
| Continuum Advisory, LLC | History | Added to | 5,326 | 751 | 0.08% | 0.08% | 276 | +53 | 1.01% | Q4 2025 | Feb 11, 2026 |
| Haverford Trust Co | History | Reduced | 5,315 | 750 | 0.01% | 0.01% | 278 | -100 | -1.85% | Q4 2025 | Feb 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 5,299 | 748 | 0.03% | 0.03% | 279 | -170 | -3.11% | Q4 2025 | Feb 17, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 5,299 | 747 | 0.09% | 0.1% | 280 | -175 | -3.2% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,241 | 739 | 0.01% | 0.01% | 281 | +119 | 2.32% | Q4 2025 | Jan 23, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 5,215 | 736 | 0.32% | 0.31% | 282 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 5,186 | 732 | 0.16% | 0.16% | 283 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 5,146 | 726 | 0.0% | 0.01% | 284 | -685 | -11.75% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 5,063 | 714 | 0.01% | 0.01% | 285 | +212 | 4.37% | Q4 2025 | Jan 20, 2026 |
| AlphaCore Capital LLC | History | Reduced | 5,057 | 713 | 0.02% | 0.03% | 286 | -401 | -7.35% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,000 | 705 | 0.0% | 0.0% | 287 | -158,686 | -96.95% | Q4 2025 | Feb 17, 2026 |
| Noble Wealth Management PBC | History | Reduced | 4,981 | 703 | 0.35% | 0.42% | 288 | -768 | -13.36% | Q4 2025 | Jan 05, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,932 | 696 | 0.0% | 0.01% | 289 | -1,813 | -26.88% | Q4 2025 | Jan 26, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 4,751 | 691 | 0.09% | 0.09% | 290 | -48 | -1.0% | Q4 2025 | Jan 14, 2026 |
| Collaborative Wealth Managment Inc. | History | No change | 4,896 | 691 | 0.24% | 0.27% | 291 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Wagner Wealth Management, LLC | History | No change | 4,894 | 690 | 0.15% | 0.16% | 292 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 4,801 | 677 | 0.01% | 0.01% | 293 | -25 | -0.52% | Q4 2025 | Feb 13, 2026 |
| Venture Visionary Partners LLC | History | No change | 4,800 | 677 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Csenge Advisory Group | History | Reduced | 4,748 | 670 | 0.03% | 0.03% | 295 | -188 | -3.81% | Q4 2025 | Feb 06, 2026 |
| Addison Advisors LLC | History | Added to | 4,700 | 663 | 0.15% | 0.14% | 296 | +235 | 5.26% | Q4 2025 | Feb 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 4,694 | 662 | 0.16% | 0.17% | 297 | -49 | -1.03% | Q4 2025 | Feb 27, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 4,627 | 653 | 0.21% | 0.39% | 298 | +38 | 0.83% | Q4 2025 | Jan 22, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 4,524 | 638 | 0.42% | 0.42% | 299 | +48 | 1.07% | Q4 2025 | Feb 11, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 4,471 | 631 | 0.47% | 0.47% | 300 | +127 | 2.92% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 4,461 | 629 | 0.0% | 0.0% | 301 | +418 | 10.34% | Q4 2025 | Feb 12, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 4,427 | 624 | 0.07% | 0.08% | 302 | -195 | -4.22% | Q4 2025 | Feb 13, 2026 |
| SG Americas Securities, LLC | History | New | 4,346 | 613 | 0.0% | — | 303 | +4,346 | New | Q4 2025 | Jan 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 4,185 | 590 | 0.04% | 0.04% | 304 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 4,152 | 586 | 0.09% | 0.08% | 305 | +520 | 14.32% | Q4 2025 | Jan 12, 2026 |
| Genesis Financial Group, LLC | History | New | 4,130 | 582 | 0.34% | — | 308 | +4,130 | New | Q4 2025 | Jan 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 4,127 | 582 | 0.01% | 0.0% | 307 | +1,888 | 84.32% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,126 | 582 | 0.01% | 0.01% | 306 | +1,634 | 65.57% | Q4 2025 | Feb 17, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 4,114 | 580 | 0.28% | 0.24% | 309 | -234 | -5.38% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 4,089 | 577 | 0.04% | 0.04% | 310 | +3 | 0.07% | Q4 2025 | Jan 21, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 4,074 | 575 | 0.05% | 0.05% | 311 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 4,065 | 573 | 0.14% | 0.14% | 313 | +288 | 7.63% | Q4 2025 | Jan 29, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 4,065 | 573 | 0.0% | 0.0% | 312 | -31 | -0.76% | Q4 2025 | Feb 17, 2026 |
| Optivise Advisory Services LLC | History | Added to | 4,020 | 567 | 0.33% | 0.32% | 314 | +170 | 4.42% | Q4 2025 | Jan 12, 2026 |
| Martel Wealth Advisors Inc | History | Added to | 4,008 | 565 | 0.1% | 0.1% | 315 | +43 | 1.08% | Q4 2025 | Jan 21, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 3,922 | 553 | 0.0% | — | 316 | +3,922 | New | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 3,849 | 543 | 0.01% | 0.01% | 318 | +36 | 0.94% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | No change | 3,853 | 543 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 3,807 | 537 | 0.01% | — | 319 | +3,807 | New | Q4 2025 | Feb 11, 2026 |
| Investment Research & Advisory Group, Inc. | History | Added to | 3,794 | 535 | 0.18% | 0.18% | 320 | +12 | 0.32% | Q4 2025 | Jan 20, 2026 |
| Bell Bank | History | Reduced | 3,790 | 534 | 0.02% | 0.02% | 321 | -61 | -1.58% | Q4 2025 | Jan 14, 2026 |
| Gallacher Capital Management LLC | History | Added to | 3,671 | 518 | 0.2% | 0.12% | 322 | +1,435 | 64.18% | Q4 2025 | Feb 03, 2026 |
| Eagle Wealth Advisors LLC | History | New | 3,641 | 513 | 0.44% | — | 323 | +3,641 | New | Q4 2025 | Jan 29, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 3,354 | 506 | 0.13% | 0.14% | 324 | -314 | -8.56% | Q4 2025 | Feb 05, 2026 |
| WATERS PARKERSON & CO., LLC | History | New | 3,566 | 503 | 0.02% | — | 325 | +3,566 | New | Q4 2025 | Feb 12, 2026 |
| Brookstone Capital Management | History | Added to | 3,556 | 501 | 0.01% | 0.0% | 326 | +1,607 | 82.45% | Q4 2025 | Jan 15, 2026 |
| OxenFree Capital LLC | History | Reduced | 3,545 | 500 | 0.26% | 0.27% | 327 | -17 | -0.48% | Q4 2025 | Jan 15, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 3,510 | 495 | 0.3% | 0.3% | 328 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Bay Capital Advisors, LLC | History | No change | 3,500 | 494 | 0.3% | 0.31% | 329 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 3,455 | 487 | 0.23% | 0.24% | 330 | -261 | -7.02% | Q4 2025 | Jan 22, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 3,444 | 486 | 0.03% | 0.05% | 331 | -2,640 | -43.39% | Q4 2025 | Jan 30, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 3,386 | 481 | 0.03% | 0.03% | 332 | +211 | 6.65% | Q4 2025 | Jan 15, 2026 |
| BESSEMER GROUP INC | History | No change | 3,370 | 476 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| LWM ADVISORS INC | History | No change | 3,306 | 466 | 0.41% | 0.41% | 334 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Fusion Family Wealth, LLC | History | No change | 3,290 | 464 | 0.04% | 0.03% | 335 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 3,258 | 459 | 0.05% | 0.05% | 336 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BCO Wealth Management LLC | History | Reduced | 3,242 | 457 | 0.28% | 0.3% | 338 | -87 | -2.61% | Q4 2025 | Jan 14, 2026 |
| Balefire, LLC | History | Reduced | 3,239 | 457 | 0.09% | 0.09% | 337 | -12 | -0.37% | Q4 2025 | Jan 12, 2026 |
| Avalon Trust Co | History | No change | 3,234 | 456 | 0.03% | 0.03% | 339 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 3,230 | 455 | 0.06% | 0.06% | 340 | +107 | 3.43% | Q4 2025 | Feb 10, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 3,220 | 454 | 0.34% | — | 341 | +3,220 | New | Q4 2025 | Feb 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 3,152 | 444 | 0.01% | 0.03% | 342 | -6,094 | -65.91% | Q4 2025 | Feb 13, 2026 |
| NewEdge Wealth, LLC | History | New | 3,139 | 443 | 0.01% | — | 343 | +3,139 | New | Q4 2025 | Feb 03, 2026 |
| Nemes Rush Group LLC | History | Added to | 3,130 | 441 | 0.04% | 0.0% | 344 | +2,881 | 1157.03% | Q4 2025 | Feb 11, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 3,097 | 437 | 0.03% | — | 345 | +3,097 | New | Q4 2025 | Feb 11, 2026 |
| Welch Group, LLC | History | No change | 3,072 | 433 | 0.02% | 0.02% | 346 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 3,064 | 432 | 0.01% | 0.01% | 347 | +307 | 11.14% | Q4 2025 | Feb 12, 2026 |
| Waterloo Capital, L.P. | History | New | 3,034 | 428 | 0.03% | — | 348 | +3,034 | New | Q4 2025 | Feb 10, 2026 |
| GreatBanc Trust CO | History | No change | 2,998 | 423 | 0.3% | 0.28% | 349 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 2,950 | 416 | 0.03% | 0.03% | 350 | -70 | -2.32% | Q4 2025 | Feb 17, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | No change | 2,922 | 412 | 0.23% | 0.24% | 351 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Sonoma Private Wealth LLC | History | No change | 2,889 | 407 | 0.49% | 0.47% | 352 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 2,881 | 406 | 0.0% | 0.02% | 353 | -12,985 | -81.84% | Q4 2025 | Feb 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 2,865 | 404 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 2,865 | 404 | 0.07% | 0.07% | 355 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 2,861 | 403 | 0.12% | 0.12% | 356 | +118 | 4.3% | Q4 2025 | Feb 11, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 2,822 | 398 | 0.08% | 0.08% | 357 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Berger Financial Group, Inc | History | Reduced | 2,777 | 392 | 0.02% | 0.02% | 358 | -16 | -0.57% | Q4 2025 | Jan 27, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 2,766 | 390 | 0.07% | 0.12% | 359 | -1,646 | -37.31% | Q4 2025 | Jan 30, 2026 |
| Essex Financial Services, Inc. | History | Added to | 2,757 | 389 | 0.02% | 0.02% | 360 | +1 | 0.04% | Q4 2025 | Feb 10, 2026 |
| Financial Alternatives, Inc | History | No change | 2,702 | 381 | 0.22% | 0.23% | 361 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 2,697 | 380 | 0.0% | 0.0% | 362 | +29 | 1.09% | Q4 2025 | Feb 09, 2026 |
| Caitlin John, LLC | History | Reduced | 2,689 | 379 | 0.25% | 0.27% | 364 | -169 | -5.91% | Q4 2025 | Feb 18, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 2,687 | 379 | 0.01% | 0.01% | 363 | +80 | 3.07% | Q4 2025 | Feb 12, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 2,666 | 376 | 0.01% | 0.01% | 365 | -10 | -0.37% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 2,660 | 375 | 0.0% | 0.0% | 366 | +326 | 13.97% | Q4 2025 | Jan 05, 2026 |
| Apeiron RIA LLC | History | No change | 2,498 | 373 | 0.08% | 0.08% | 367 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SPINNAKER TRUST | History | Reduced | 2,593 | 366 | 0.02% | 0.02% | 368 | -139 | -5.09% | Q4 2025 | Feb 10, 2026 |
| Strategic Blueprint, LLC | History | No change | 2,558 | 361 | 0.02% | 0.02% | 369 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Triad Wealth Partners, LLC | History | New | 2,517 | 355 | 0.03% | — | 371 | +2,517 | New | Q4 2025 | Jan 22, 2026 |
| Retireful, LLC | History | New | 2,505 | 355 | 0.45% | — | 370 | +2,505 | New | Q4 2025 | Jan 15, 2026 |
| Boulder Wealth Advisors, LLC | History | No change | 2,496 | 352 | 0.15% | 0.16% | 372 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | No change | 2,484 | 350 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Valmark Advisers, Inc. | History | Added to | 2,447 | 345 | 0.0% | 0.0% | 374 | +69 | 2.9% | Q4 2025 | Jan 26, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 2,436 | 344 | 0.08% | 0.09% | 375 | -393 | -13.89% | Q4 2025 | Feb 17, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 2,420 | 341 | 0.01% | 0.01% | 376 | -55 | -2.22% | Q4 2025 | Feb 05, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 2,377 | 335 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| AA Financial Advisors, LLC | History | New | 2,354 | 332 | 0.06% | — | 378 | +2,354 | New | Q4 2025 | Jan 14, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 2,345 | 331 | 0.01% | 0.01% | 379 | -210 | -8.22% | Q4 2025 | Jan 12, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 2,274 | 321 | 0.11% | — | 380 | +2,274 | New | Q4 2025 | Mar 27, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,252 | 317 | 0.0% | 0.0% | 381 | +29 | 1.3% | Q4 2025 | Feb 13, 2026 |
| CVFG LLC | History | Added to | 2,230 | 314 | 0.22% | 0.22% | 382 | +10 | 0.45% | Q4 2025 | Feb 06, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 2,210 | 312 | 0.02% | 0.02% | 383 | -9 | -0.41% | Q4 2025 | Feb 13, 2026 |
| Plancorp, LLC | History | No change | 2,202 | 310 | 0.01% | 0.01% | 384 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cloud Capital Management, LLC | History | Reduced | 2,196 | 309 | 0.15% | 0.16% | 385 | -6 | -0.27% | Q4 2025 | Feb 12, 2026 |
| KPP Advisory Services LLC | History | Added to | 2,168 | 306 | 0.04% | 0.04% | 388 | +109 | 5.29% | Q4 2025 | Feb 02, 2026 |
| Concorde Asset Management, LLC | History | Added to | 2,169 | 306 | 0.12% | 0.12% | 386 | +12 | 0.56% | Q4 2025 | Feb 13, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 2,171 | 306 | 0.1% | 0.1% | 387 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kovack Advisors, Inc. | History | New | 2,161 | 305 | 0.01% | — | 389 | +2,161 | New | Q4 2025 | Feb 17, 2026 |
| Certified Advisory Corp | History | Added to | 2,158 | 304 | 0.03% | 0.03% | 390 | +2 | 0.09% | Q4 2025 | Jan 12, 2026 |
| LRI Investments, LLC | History | No change | 2,159 | 304 | 0.02% | 0.02% | 391 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Betterment LLC | History | Reduced | 2,147 | 303 | 0.0% | 0.0% | 392 | -671 | -23.81% | Q4 2025 | Feb 12, 2026 |
| M3 Advisory Group, LLC | History | Reduced | 2,105 | 297 | 0.18% | 0.19% | 393 | -82 | -3.75% | Q4 2025 | Jan 16, 2026 |
| Antonelli Financial Advisors, LLC | History | Reduced | 2,099 | 296 | 0.19% | 0.21% | 396 | -121 | -5.45% | Q4 2025 | Jan 27, 2026 |
| AMG National Trust Bank | History | No change | 2,100 | 296 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 2,099 | 296 | 0.05% | 0.05% | 395 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OneAscent Family Office, LLC | History | Added to | 2,093 | 295 | 0.2% | 0.21% | 397 | +242 | 13.07% | Q4 2025 | Feb 11, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 988 | 294 | 0.18% | 0.17% | 398 | -1,077 | -52.15% | Q4 2025 | Jan 13, 2026 |
| Aspire Growth Partners LLC | History | Added to | 2,056 | 290 | 0.2% | 0.2% | 399 | +22 | 1.08% | Q4 2025 | Feb 05, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 2,054 | 289 | 0.55% | 0.36% | 400 | +3 | 0.15% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 2,008 | 283 | 0.0% | — | 401 | +2,008 | New | Q4 2025 | Feb 18, 2026 |
| RVW Wealth, LLC | History | No change | 2,000 | 282 | 0.02% | 0.02% | 402 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 2,000 | 282 | 0.03% | 0.02% | 403 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| DOVER ADVISORS, LLC | History | Added to | 1,995 | 281 | 0.11% | 0.1% | 404 | +163 | 8.9% | Q4 2025 | Feb 10, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 1,978 | 279 | 0.02% | 0.02% | 405 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Spire Wealth Management | History | Added to | 1,940 | 273 | 0.01% | 0.01% | 406 | +60 | 3.19% | Q4 2025 | Jan 14, 2026 |
| Sollinda Capital Management LLC | History | New | 1,931 | 272 | 0.07% | — | 408 | +1,931 | New | Q4 2025 | Jan 15, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 1,928 | 272 | 0.01% | — | 407 | +1,928 | New | Q4 2025 | Feb 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 1,926 | 271 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,908 | 269 | 0.0% | 0.0% | 410 | +5 | 0.26% | Q4 2025 | Feb 06, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,864 | 263 | 0.0% | 0.0% | 411 | +963 | 106.88% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,834 | 261 | 0.0% | 0.0% | 412 | +17 | 0.94% | Q4 2025 | Feb 05, 2026 |
| Darrow Company, Inc. | History | Reduced | 1,845 | 260 | 0.12% | 0.13% | 413 | -125 | -6.35% | Q4 2025 | Jan 27, 2026 |
| VeraBank, N.A. | History | No change | 1,819 | 256 | 0.05% | 0.05% | 414 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 1,764 | 249 | 0.01% | 0.01% | 415 | -183 | -9.4% | Q4 2025 | Feb 17, 2026 |
| Sachetta, LLC | History | Added to | 1,762 | 248 | 0.14% | 0.09% | 416 | +2 | 0.11% | Q4 2025 | Feb 02, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,755 | 247 | 0.01% | 0.01% | 418 | -131 | -6.95% | Q4 2025 | Feb 13, 2026 |
| Sageworth Trust Co | History | No change | 1,754 | 247 | 0.01% | 0.01% | 417 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Rodgers & Associates, LTD | History | No change | 1,745 | 246 | 0.02% | 0.02% | 419 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Kingsman Wealth Management, Inc. | History | Added to | 1,723 | 243 | 0.13% | 0.13% | 420 | +18 | 1.06% | Q4 2025 | Jan 22, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 1,697 | 239 | 0.06% | 0.06% | 421 | +48 | 2.91% | Q4 2025 | Feb 06, 2026 |
| Sterling Investment Counsel, LLC | History | New | 1,891 | 236 | 0.07% | — | 422 | +1,891 | New | Q4 2025 | Jan 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,660 | 234 | 0.02% | 0.02% | 423 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,648 | 232 | 0.0% | — | 424 | +1,648 | New | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | Added to | 1,644 | 232 | 0.01% | 0.01% | 425 | +1 | 0.06% | Q4 2025 | Jan 26, 2026 |
| One Capital Management, LLC | History | No change | 1,641 | 231 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 1,619 | 228 | 0.02% | 0.02% | 427 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Capital Management Associates, Inc | History | New | 1,606 | 226 | 0.05% | — | 428 | +1,606 | New | Q4 2025 | Jan 21, 2026 |
| Global Assets Advisory, LLC | History | Reduced | 1,599 | 225 | 0.06% | 0.12% | 429 | -1,310 | -45.03% | Q4 2025 | Feb 09, 2026 |
| Cornerstone Management, Inc. | History | Reduced | 1,591 | 224 | 0.04% | 0.04% | 430 | -86 | -5.13% | Q4 2025 | Feb 06, 2026 |
| Brown Financial Advisory | History | No change | 1,587 | 224 | 0.11% | 0.11% | 431 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 1,585 | 223 | 0.09% | 0.31% | 432 | -3,420 | -68.33% | Q4 2025 | Jan 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,570 | 221 | 0.01% | 0.01% | 433 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MANCHESTER FINANCIAL INC | History | No change | 1,557 | 219 | 0.04% | 0.04% | 434 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 1,545 | 218 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | New | 1,500 | 211 | 0.13% | — | 437 | +1,500 | New | Q4 2025 | Feb 13, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | New | 1,497 | 211 | 0.1% | — | 436 | +1,497 | New | Q4 2025 | Feb 05, 2026 |
| Perigon Wealth Management, LLC | History | No change | 1,500 | 211 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| United Advisor Group, LLC | History | Reduced | 1,494 | 210 | 0.03% | 0.03% | 439 | -223 | -12.99% | Q4 2025 | Jan 26, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | No change | 1,471 | 207 | 0.04% | 0.04% | 440 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 1,457 | 205 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SC&H Financial Advisors, Inc. | History | New | 1,448 | 204 | 0.03% | — | 442 | +1,448 | New | Q4 2025 | Jan 21, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,444 | 203 | 0.01% | 0.01% | 443 | +17 | 1.19% | Q4 2025 | Feb 03, 2026 |
| BlackRock, Inc. | History | Added to | 1,438 | 202 | 0.0% | 0.0% | 444 | +230 | 19.04% | Q4 2025 | Feb 12, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 1,431 | 201 | 0.01% | 0.01% | 445 | -30 | -2.05% | Q4 2025 | Jan 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,338 | 196 | 0.01% | 0.0% | 446 | +1,095 | 450.62% | Q4 2025 | Jan 21, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,385 | 195 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 1,261 | 178 | 0.02% | 0.02% | 448 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 1,248 | 176 | 0.15% | 0.12% | 449 | +365 | 41.34% | Q4 2025 | Feb 10, 2026 |
| Rossmore Private Capital | History | No change | 1,240 | 175 | 0.02% | 0.02% | 450 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,099 | 155 | 0.0% | 0.0% | 451 | -21 | -1.88% | Q4 2025 | Feb 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,093 | 154 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Capital Analysts, LLC | History | Reduced | 979 | 138 | 0.0% | 0.0% | 453 | -29 | -2.88% | Q4 2025 | Feb 11, 2026 |
| EASTERN BANK | History | Added to | 948 | 133 | 0.0% | 0.0% | 454 | +931 | 5476.47% | Q4 2025 | Jan 14, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 930 | 132 | 0.05% | 0.05% | 455 | -49 | -5.01% | Q4 2025 | Feb 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 928 | 130 | 0.01% | 0.01% | 456 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| SageView Advisory Group, LLC | History | New | 858 | 121 | 0.0% | — | 458 | +858 | New | Q4 2025 | Feb 17, 2026 |
| DT Investment Partners, LLC | History | No change | 860 | 121 | 0.01% | 0.01% | 457 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CENTRAL TRUST Co | History | New | 848 | 119 | 0.0% | — | 459 | +848 | New | Q4 2025 | Feb 02, 2026 |
| Triumph Capital Management | History | New | 811 | 114 | 0.02% | — | 460 | +811 | New | Q4 2025 | Feb 12, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 814 | 114 | 0.06% | 0.06% | 461 | +1 | 0.12% | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | New | 741 | 104 | 0.03% | — | 462 | +741 | New | Q4 2025 | Feb 17, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 710 | 100 | 0.02% | 0.02% | 463 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| First Command Advisory Services, Inc. | History | No change | 706 | 99 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 626 | 88 | 0.0% | — | 465 | +626 | New | Q4 2025 | Jan 21, 2026 |
| Rossby Financial, LCC | History | Added to | 610 | 86 | 0.03% | 0.02% | 466 | +184 | 43.19% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 609 | 85 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Golden State Wealth Management, LLC | History | No change | 553 | 78 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pflug Koory, LLC | History | Added to | 546 | 77 | 0.04% | 0.04% | 469 | +1 | 0.18% | Q4 2025 | Jan 20, 2026 |
| Mascoma Wealth Management LLC | History | No change | 485 | 68 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SouthState Bank Corp | History | No change | 480 | 67 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 454 | 64 | 0.0% | 0.0% | 472 | -14 | -2.99% | Q4 2025 | Feb 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 453 | 63 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 433 | 61 | 0.02% | 0.02% | 474 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 405 | 57 | 0.01% | 0.01% | 475 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 393 | 57 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 402 | 56 | 0.05% | 0.03% | 477 | +116 | 40.56% | Q4 2025 | Jan 26, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | New | 375 | 52 | 0.02% | — | 478 | +375 | New | Q4 2025 | Jan 27, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 355 | 50 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bare Financial Services, Inc | History | No change | 355 | 50 | 0.01% | 0.01% | 480 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 341 | 48 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Strive Financial Group ,LLC | History | New | 300 | 42 | 0.02% | — | 483 | +300 | New | Q4 2025 | Feb 18, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 298 | 42 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 297 | 41 | 0.06% | 0.06% | 484 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MTM Investment Management, LLC | History | No change | 281 | 39 | 0.01% | 0.01% | 485 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Key FInancial Inc | History | Added to | 275 | 38 | 0.01% | 0.0% | 487 | +230 | 511.11% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 271 | 38 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Clearstead Trust, LLC | History | No change | 253 | 35 | 0.01% | 0.01% | 488 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FIRST HORIZON CORP | History | No change | 246 | 34 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Bay Harbor Wealth Management, LLC | History | New | 237 | 33 | 0.01% | — | 490 | +237 | New | Q4 2025 | Feb 02, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 229 | 32 | 0.02% | 0.02% | 491 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Kilter Group LLC | History | No change | 221 | 31 | 0.01% | 0.01% | 492 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 206 | 29 | 0.0% | 0.0% | 494 | -1 | -0.48% | Q4 2025 | Feb 10, 2026 |
| ADIRONDACK TRUST CO | History | No change | 210 | 29 | 0.01% | 0.01% | 493 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 186 | 26 | 0.01% | — | 495 | +186 | New | Q4 2025 | Feb 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 165 | 23 | 0.01% | — | 496 | +165 | New | Q4 2025 | Jan 20, 2026 |
| Signature Resources Capital Management, LLC | History | New | 160 | 22 | 0.01% | — | 498 | +160 | New | Q4 2025 | Jan 21, 2026 |
| ST GERMAIN D J CO INC | History | No change | 157 | 22 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BIRCHBROOK, INC. | History | New | 150 | 21 | 0.01% | — | 501 | +150 | New | Q4 2025 | Feb 04, 2026 |
| NBC SECURITIES, INC. | History | No change | 152 | 21 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Seneschal Advisors, LLC | History | No change | 150 | 21 | 0.02% | 0.01% | 500 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 140 | 20 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Anchor Investment Management, LLC | History | No change | 148 | 20 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Newbridge Financial Services Group, Inc. | History | New | 137 | 19 | 0.0% | — | 507 | +137 | New | Q4 2025 | Jan 21, 2026 |
| Costello Asset Management, INC | History | Added to | 140 | 19 | 0.01% | 0.01% | 504 | +2 | 1.45% | Q4 2025 | Feb 03, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 136 | 19 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 141 | 19 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 128 | 18 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 127 | 17 | 0.01% | — | 509 | +127 | New | Q4 2025 | Mar 05, 2026 |
| Signature Equity Partners, LLC | History | New | 116 | 16 | 0.01% | — | 510 | +116 | New | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | New | 100 | 14 | 0.0% | — | 513 | +100 | New | Q4 2025 | Jan 16, 2026 |
| TSFG, LLC | History | No change | 100 | 14 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Financial Avengers, Inc. | History | No change | 101 | 14 | 0.01% | 0.01% | 512 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| City State Bank | History | No change | 100 | 14 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 97 | 13 | 0.0% | — | 515 | +97 | New | Q4 2025 | Jan 23, 2026 |
| Ancora Advisors LLC | History | New | 87 | 12 | 0.0% | — | 518 | +87 | New | Q4 2025 | Feb 17, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 87 | 12 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ALLIANZ SE | History | No change | 87 | 12 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Quattro Advisors LLC | History | New | 82 | 11 | 0.01% | — | 520 | +82 | New | Q4 2025 | Feb 13, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 80 | 11 | 0.01% | 0.01% | 519 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| NBT BANK N A /NY | History | Added to | 141 | 10 | 0.0% | 0.0% | 521 | +3 | 2.17% | Q4 2025 | Jan 23, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 75 | 10 | 0.01% | 0.01% | 522 | -2 | -2.6% | Q4 2025 | Jan 29, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 67 | 9 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 70 | 9 | 0.0% | 0.0% | 524 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 50 | 7 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Princeton Global Asset Management LLC | History | New | 29 | 4 | 0.0% | — | 527 | +29 | New | Q4 2025 | Jan 20, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 31 | 4 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 25 | 3 | 0.0% | — | 528 | +25 | New | Q4 2025 | Feb 19, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 18 | 2 | 0.0% | — | 530 | +18 | New | Q4 2025 | Feb 11, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 17 | 2 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Pacific Center for Financial Services | History | No change | 12 | 1 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -334,920 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,093 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Marks Wealth, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -5,231 | -100.0% | Q3 2025 | Oct 28, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,043 | -100.0% | Q3 2025 | Oct 14, 2025 |
| IAMS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -3,444 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Summit Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,342 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Arkos Global Advisors | History | Closed out | 0 | 0 | — | 0.05% | — | -3,069 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLAGSTAR ADVISORS INC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,917 | -100.0% | Q3 2025 | Nov 10, 2025 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,400 | -100.0% | Q3 2025 | Dec 15, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,189 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,962 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,792 | -100.0% | Q3 2025 | Oct 17, 2025 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,710 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,573 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -1,537 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.02% | — | -1,200 | -100.0% | Q3 2025 | Oct 22, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -573 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -515 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.02% | — | -439 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Financial Life Planners | History | Closed out | 0 | 0 | — | 0.02% | — | -272 | -100.0% | Q3 2025 | Nov 13, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -209 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -201 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -123 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Oct 21, 2025 |