VANGUARD WORLD FUND - VAW
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,404,868 | 291,580 | 0.02% | 0.02% | 1 | -12,308 | -0.87% | Q4 2025 | Feb 17, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 493,540 | 102,434 | 5.48% | 5.37% | 2 | -55,221 | -10.06% | Q4 2025 | Feb 12, 2026 |
| Empower Advisory Group, LLC | History | Added to | 387,117 | 80,346 | 0.22% | 0.2% | 3 | +39,080 | 11.23% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 295,587 | 61,349 | 0.02% | 0.02% | 4 | +7,149 | 2.48% | Q4 2025 | Feb 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 248,622 | 51,601 | 0.04% | — | 5 | +248,622 | New | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 240,575 | 49,931 | 0.0% | 0.0% | 6 | -55,000 | -18.61% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 240,521 | 49,920 | 0.01% | 0.02% | 7 | -32,144 | -11.79% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 239,852 | 49,781 | 0.01% | 0.01% | 8 | -7,745 | -3.13% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 167,304 | 34,723 | 0.01% | 0.01% | 9 | +5,083 | 3.13% | Q4 2025 | Feb 18, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 162,844 | 33,798 | 0.5% | 0.45% | 10 | +16,165 | 11.02% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 121,618 | 25,241 | 0.03% | 0.03% | 11 | +5,876 | 5.08% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 108,735 | 22,567 | 0.0% | 0.0% | 12 | -3,288 | -2.94% | Q4 2025 | Jan 29, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 106,700 | 22,145 | 0.83% | 0.02% | 13 | +105,367 | 7904.5% | Q4 2025 | Feb 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 97,537 | 20,243 | 0.0% | 0.0% | 14 | +13,627 | 16.24% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 69,246 | 14,372 | 0.02% | 0.0% | 15 | +58,853 | 566.28% | Q4 2025 | Mar 09, 2026 |
| Lido Advisors, LLC | History | Reduced | 69,327 | 14,335 | 0.04% | 0.05% | 16 | -1,433 | -2.03% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 69,016 | 14,325 | 0.01% | 0.01% | 17 | -1,779 | -2.51% | Q4 2025 | Feb 13, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 63,368 | 13,151 | 0.63% | 0.66% | 18 | -834 | -1.3% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 56,252 | 11,675 | 0.0% | 0.0% | 19 | -1,213 | -2.11% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 45,804 | 9,506 | 0.01% | 0.01% | 20 | -653 | -1.41% | Q4 2025 | Feb 06, 2026 |
| Polianta Ltd | History | New | 44,400 | 9,215 | 1.21% | — | 21 | +44,400 | New | Q4 2025 | Jan 15, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 43,884 | 9,108 | 3.25% | 1.94% | 22 | +1,265 | 2.97% | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 39,978 | 8,297 | 0.01% | 0.02% | 23 | +104 | 0.26% | Q4 2025 | Mar 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 39,441 | 8,196 | 0.01% | 0.01% | 24 | -3,865 | -8.92% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 37,207 | 7,722 | 0.0% | 0.01% | 25 | -1,674 | -4.31% | Q4 2025 | Feb 10, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 36,913 | 7,661 | 0.25% | 0.25% | 26 | -330 | -0.89% | Q4 2025 | Feb 13, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 32,424 | 6,729 | 4.28% | 4.52% | 27 | -2,511 | -7.19% | Q4 2025 | Feb 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 30,675 | 6,366 | 0.05% | 0.04% | 28 | +5,440 | 21.56% | Q4 2025 | Jan 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 29,193 | 6,059 | 0.49% | 0.41% | 29 | +6,203 | 26.98% | Q4 2025 | Jan 23, 2026 |
| LRI Investments, LLC | History | Added to | 28,431 | 5,900 | 0.48% | 0.43% | 30 | +2,931 | 11.49% | Q4 2025 | Feb 04, 2026 |
| Banco Santander, S.A. | History | New | 27,924 | 5,795 | 0.04% | — | 31 | +27,924 | New | Q4 2025 | Feb 13, 2026 |
| Guardian Wealth Management, LLC | History | New | 26,047 | 5,406 | 1.71% | — | 32 | +26,047 | New | Q4 2025 | Jan 20, 2026 |
| M Holdings Securities, Inc. | History | New | 25,838 | 5,363 | 0.38% | — | 33 | +25,838 | New | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Added to | 25,702 | 5,334 | 0.01% | 0.0% | 34 | +22,083 | 610.2% | Q4 2025 | Jan 23, 2026 |
| Creative Planning | History | Reduced | 25,616 | 5,316 | 0.0% | 0.0% | 35 | -411 | -1.58% | Q4 2025 | Feb 17, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 25,498 | 5,292 | 0.17% | 0.23% | 36 | -11,081 | -30.29% | Q4 2025 | Jan 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 24,667 | 5,119 | 0.01% | 0.01% | 37 | -1,511 | -5.77% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 24,437 | 5,072 | 0.0% | — | 38 | +24,437 | New | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 24,015 | 4,963 | 0.12% | 0.11% | 39 | -3,712 | -13.39% | Q4 2025 | Feb 11, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Reduced | 23,534 | 4,884 | 0.63% | 0.64% | 40 | -815 | -3.35% | Q4 2025 | Feb 13, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | New | 23,378 | 4,852 | 1.12% | — | 41 | +23,378 | New | Q4 2025 | Feb 03, 2026 |
| Vickerman Investment Advisors, Inc. | History | Added to | 23,316 | 4,839 | 0.97% | 0.95% | 42 | +366 | 1.59% | Q4 2025 | Feb 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 22,954 | 4,764 | 0.09% | 0.1% | 43 | +50 | 0.22% | Q4 2025 | Jan 14, 2026 |
| Sigma Planning Corp | History | Added to | 22,404 | 4,650 | 0.13% | 0.13% | 44 | +724 | 3.34% | Q4 2025 | Jan 30, 2026 |
| Certified Advisory Corp | History | Reduced | 20,060 | 4,163 | 0.38% | 0.4% | 45 | -737 | -3.54% | Q4 2025 | Jan 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 19,614 | 4,070 | 0.01% | 0.01% | 46 | -1,908 | -8.87% | Q4 2025 | Feb 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 19,481 | 4,043 | 0.01% | 0.01% | 47 | -4,765 | -19.65% | Q4 2025 | Feb 18, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 19,300 | 4,005 | 0.05% | 0.05% | 48 | +1,025 | 5.61% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 18,302 | 3,799 | 0.01% | 0.01% | 49 | -319 | -1.71% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 17,364 | 3,603 | 0.0% | 0.0% | 50 | -239 | -1.36% | Q4 2025 | Feb 06, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 16,708 | 3,467 | 2.01% | 2.08% | 51 | -521 | -3.02% | Q4 2025 | Jan 27, 2026 |
| Silver Coast Investments LLC | History | Added to | 16,557 | 3,436 | 1.18% | 1.16% | 52 | +120 | 0.73% | Q4 2025 | Jan 27, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 16,217 | 3,365 | 0.57% | 0.58% | 53 | +575 | 3.68% | Q4 2025 | Feb 02, 2026 |
| Atria Investments, Inc | History | Reduced | 15,718 | 3,262 | 0.04% | 0.04% | 54 | -918 | -5.52% | Q4 2025 | Feb 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 14,302 | 3,142 | 0.0% | 0.0% | 55 | +170 | 1.2% | Q4 2025 | Jan 08, 2026 |
| M&T BANK CORP | History | Reduced | 14,987 | 3,110 | 0.01% | 0.01% | 56 | -1,143 | -7.09% | Q4 2025 | Jan 30, 2026 |
| Mariner, LLC | History | Added to | 14,860 | 3,084 | 0.0% | 0.0% | 57 | +74 | 0.5% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 14,775 | 3,066 | 0.01% | 0.0% | 58 | +4,977 | 50.8% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 14,452 | 2,999 | 0.02% | 0.02% | 59 | +379 | 2.69% | Q4 2025 | Feb 12, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 14,190 | 2,945 | 0.16% | 0.17% | 60 | -18 | -0.13% | Q4 2025 | Jan 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 13,660 | 2,843 | 0.05% | 0.05% | 61 | +597 | 4.57% | Q4 2025 | Feb 09, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 12,900 | 2,677 | 0.0% | 0.0% | 62 | +225 | 1.78% | Q4 2025 | Mar 25, 2026 |
| Private Advisor Group, LLC | History | Added to | 12,793 | 2,655 | 0.01% | 0.01% | 63 | +73 | 0.57% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 12,673 | 2,630 | 0.01% | 0.01% | 64 | +562 | 4.64% | Q4 2025 | Feb 17, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 12,502 | 2,594 | 0.96% | 1.01% | 65 | -3,874 | -23.66% | Q4 2025 | Jan 22, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | New | 11,695 | 2,427 | 2.37% | — | 66 | +11,695 | New | Q4 2025 | Mar 27, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 10,808 | 2,243 | 0.22% | 0.24% | 67 | -784 | -6.76% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 10,659 | 2,212 | 0.0% | 0.0% | 68 | +538 | 5.32% | Q4 2025 | Feb 02, 2026 |
| Sierra Capital LLC | History | No change | 10,398 | 2,158 | 0.23% | 0.23% | 69 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 10,350 | 2,148 | 0.09% | 0.1% | 70 | -3 | -0.03% | Q4 2025 | Jan 29, 2026 |
| Sharper & Granite LLC | History | Added to | 10,282 | 2,134 | 0.75% | 0.72% | 71 | +464 | 4.73% | Q4 2025 | Jan 27, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 10,225 | 2,122 | 0.4% | 0.41% | 72 | -22 | -0.21% | Q4 2025 | Jan 30, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 10,091 | 2,094 | 0.05% | 0.05% | 73 | -259 | -2.5% | Q4 2025 | Jan 07, 2026 |
| Sagace Wealth Management LLC | History | Added to | 9,918 | 2,058 | 1.4% | 1.38% | 74 | +23 | 0.23% | Q4 2025 | Feb 02, 2026 |
| Prairiewood Capital, LLC | History | No change | 9,547 | 1,981 | 0.62% | 0.65% | 75 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Merit Financial Group, LLC | History | Added to | 9,524 | 1,976 | 0.02% | 0.02% | 76 | +37 | 0.39% | Q4 2025 | Jan 26, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 8,843 | 1,835 | 0.0% | 0.0% | 77 | +168 | 1.94% | Q4 2025 | Feb 11, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 8,720 | 1,809 | 0.14% | 0.12% | 78 | -142 | -1.6% | Q4 2025 | Feb 17, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 8,292 | 1,721 | 1.45% | 1.51% | 79 | -298 | -3.47% | Q4 2025 | Feb 18, 2026 |
| Private Wealth Advisors, LLC | History | Added to | 8,275 | 1,717 | 0.55% | 0.55% | 80 | +291 | 3.64% | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | Added to | 8,019 | 1,664 | 0.0% | 0.0% | 81 | +995 | 14.17% | Q4 2025 | Feb 12, 2026 |
| Essex Financial Services, Inc. | History | Added to | 7,874 | 1,634 | 0.09% | 0.1% | 82 | +24 | 0.31% | Q4 2025 | Feb 10, 2026 |
| Pathway Financial Advisors LLC | History | No change | 7,240 | 1,581 | 0.2% | 0.2% | 83 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 7,586 | 1,574 | 0.19% | 0.21% | 84 | -4,884 | -39.17% | Q4 2025 | Feb 11, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 7,396 | 1,535 | 0.0% | 0.0% | 85 | -38 | -0.51% | Q4 2025 | Feb 10, 2026 |
| GTS SECURITIES LLC | History | New | 7,299 | 1,514 | 0.05% | — | 86 | +7,299 | New | Q4 2025 | Feb 13, 2026 |
| Farrell Financial LLC | History | Added to | 7,282 | 1,511 | 0.89% | 0.86% | 87 | +571 | 8.51% | Q4 2025 | Jan 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 7,177 | 1,490 | 0.07% | 0.07% | 88 | +16 | 0.22% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 6,931 | 1,438 | 0.01% | 0.01% | 89 | -83 | -1.18% | Q4 2025 | Feb 13, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 6,889 | 1,429 | 0.47% | 0.51% | 90 | -250 | -3.5% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 6,685 | 1,387 | 0.0% | 0.0% | 91 | +1,251 | 23.02% | Q4 2025 | Feb 17, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 6,477 | 1,344 | 0.3% | 0.31% | 92 | +37 | 0.57% | Q4 2025 | Jan 12, 2026 |
| COMERICA BANK | History | Added to | 6,474 | 1,343 | 0.01% | 0.0% | 93 | +57 | 0.89% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 6,328 | 1,313 | 0.0% | 0.0% | 94 | -1,891 | -23.01% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 6,292 | 1,305 | 0.01% | 0.01% | 95 | +20 | 0.32% | Q4 2025 | Jan 29, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 6,202 | 1,287 | 0.2% | 0.2% | 96 | -40 | -0.64% | Q4 2025 | Jan 12, 2026 |
| AlphaCore Capital LLC | History | Reduced | 6,045 | 1,254 | 0.03% | 0.04% | 97 | -46 | -0.76% | Q4 2025 | Feb 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 5,997 | 1,244 | 0.01% | 0.01% | 98 | -197 | -3.18% | Q4 2025 | Feb 12, 2026 |
| Axiom Financial Strategies, LLC | History | Reduced | 5,848 | 1,213 | 0.51% | 0.52% | 99 | -70 | -1.18% | Q4 2025 | Jan 23, 2026 |
| Cresset Asset Management, LLC | History | Added to | 5,614 | 1,165 | 0.0% | 0.0% | 100 | +314 | 5.92% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 5,494 | 1,140 | 0.0% | 0.0% | 101 | +247 | 4.71% | Q4 2025 | Feb 12, 2026 |
| Bonfire Financial | History | Added to | 5,415 | 1,123 | 0.84% | 0.83% | 102 | +141 | 2.67% | Q4 2025 | Jan 27, 2026 |
| IHT Wealth Management, LLC | History | Added to | 5,174 | 1,121 | 0.03% | 0.03% | 103 | +21 | 0.41% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 5,360 | 1,112 | 0.0% | 0.0% | 104 | +1,074 | 25.06% | Q4 2025 | Feb 17, 2026 |
| Choate Investment Advisors | History | No change | 5,297 | 1,099 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 5,233 | 1,086 | 0.01% | 0.01% | 106 | -259 | -4.72% | Q4 2025 | Jan 21, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 5,218 | 1,082 | 0.75% | 0.76% | 107 | +1 | 0.02% | Q4 2025 | Jan 22, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Added to | 5,163 | 1,071 | 0.49% | 0.49% | 108 | +60 | 1.18% | Q4 2025 | Jan 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 5,088 | 1,056 | 0.0% | 0.0% | 109 | +466 | 10.08% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,001 | 1,037 | 0.0% | 0.0% | 110 | +131 | 2.69% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 4,985 | 1,034 | 0.01% | 0.01% | 111 | -55 | -1.09% | Q4 2025 | Feb 13, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 4,968 | 1,031 | 0.07% | 0.07% | 112 | -20 | -0.4% | Q4 2025 | Jan 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 4,945 | 1,026 | 0.01% | 0.01% | 113 | +678 | 15.89% | Q4 2025 | Feb 17, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | No change | 4,853 | 1,007 | 0.22% | 0.22% | 114 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ESG Planning DBA Harper Investing | History | Added to | 4,830 | 1,002 | 0.43% | 0.4% | 115 | +745 | 18.24% | Q4 2025 | Feb 04, 2026 |
| Dorato Capital Management | History | New | 4,243 | 953 | 0.72% | — | 116 | +4,243 | New | Q4 2025 | Jan 16, 2026 |
| Chevy Chase Trust Holdings, LLC | History | New | 4,537 | 941 | 0.0% | — | 117 | +4,537 | New | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 4,492 | 932 | 0.01% | 0.02% | 118 | -120 | -2.6% | Q4 2025 | Jan 29, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 4,317 | 895 | 0.17% | 0.18% | 119 | -116 | -2.62% | Q4 2025 | Jan 22, 2026 |
| Versant Capital Management, Inc | History | No change | 4,308 | 894 | 0.11% | 0.12% | 120 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 4,302 | 892 | 0.1% | — | 121 | +4,302 | New | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 4,258 | 884 | 0.0% | — | 122 | +4,258 | New | Q4 2025 | Feb 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 4,244 | 880 | 0.02% | 0.02% | 123 | +40 | 0.95% | Q4 2025 | Feb 13, 2026 |
| Wolff Financial Management LLC | History | Added to | 4,151 | 861 | 0.19% | 0.2% | 124 | +2 | 0.05% | Q4 2025 | Feb 06, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 4,128 | 856 | 0.06% | 0.06% | 125 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 3,971 | 849 | 0.02% | 0.02% | 126 | -4 | -0.1% | Q4 2025 | Jan 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,063 | 843 | 0.0% | 0.0% | 127 | +488 | 13.65% | Q4 2025 | Feb 11, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 4,014 | 833 | 0.45% | — | 128 | +4,014 | New | Q4 2025 | Mar 16, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 3,997 | 829 | 0.01% | 0.01% | 129 | +1 | 0.03% | Q4 2025 | Jan 20, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 3,930 | 815 | 0.01% | 0.01% | 130 | -60 | -1.5% | Q4 2025 | Jan 26, 2026 |
| City State Bank | History | Added to | 3,904 | 810 | 0.22% | 0.23% | 131 | +10 | 0.26% | Q4 2025 | Jan 28, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 3,846 | 798 | 0.09% | 0.1% | 132 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| BROWN ADVISORY INC | History | Reduced | 3,831 | 795 | 0.0% | 0.0% | 133 | -850 | -18.16% | Q4 2025 | Feb 13, 2026 |
| Joule Financial, LLC | History | Reduced | 3,804 | 789 | 0.24% | 0.24% | 134 | -148 | -3.74% | Q4 2025 | Jan 20, 2026 |
| Sage Capital Management, LLC | History | Reduced | 3,767 | 782 | 0.36% | 0.37% | 135 | -256 | -6.36% | Q4 2025 | Jan 15, 2026 |
| BAILARD, INC. | History | Added to | 3,711 | 770 | 0.02% | 0.01% | 136 | +687 | 22.72% | Q4 2025 | Feb 04, 2026 |
| WBH ADVISORY INC | History | Reduced | 3,711 | 770 | 0.06% | 0.06% | 137 | -219 | -5.57% | Q4 2025 | Jan 26, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 3,688 | 765 | 0.04% | 0.05% | 138 | -14 | -0.38% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,669 | 761 | 0.01% | 0.01% | 139 | +176 | 5.04% | Q4 2025 | Jan 23, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 3,620 | 751 | 0.08% | 0.07% | 140 | +370 | 11.38% | Q4 2025 | Jan 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 3,511 | 726 | 0.0% | — | 141 | +3,511 | New | Q4 2025 | Feb 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 3,494 | 725 | 0.01% | 0.02% | 142 | -184 | -5.0% | Q4 2025 | Feb 19, 2026 |
| Point72 Asset Management, L.P. | History | New | 3,459 | 717 | 0.0% | — | 143 | +3,459 | New | Q4 2025 | Feb 17, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 3,372 | 699 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Wealthfront Advisers LLC | History | Added to | 3,336 | 692 | 0.0% | 0.0% | 146 | +212 | 6.79% | Q4 2025 | Jan 30, 2026 |
| Advisors Capital Management, LLC | History | Added to | 3,334 | 692 | 0.01% | 0.01% | 145 | +100 | 3.09% | Q4 2025 | Jan 29, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 3,300 | 684 | 0.26% | 0.24% | 147 | +282 | 9.34% | Q4 2025 | Jan 13, 2026 |
| CGN Advisors LLC | History | Added to | 3,259 | 676 | 0.05% | 0.05% | 148 | +194 | 6.33% | Q4 2025 | Jan 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 3,214 | 667 | 0.01% | 0.01% | 149 | +200 | 6.64% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | Added to | 3,210 | 666 | 0.0% | 0.0% | 150 | +376 | 13.27% | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Added to | 3,211 | 666 | 0.01% | 0.01% | 151 | +7 | 0.22% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | New | 3,165 | 656 | 0.01% | — | 152 | +3,165 | New | Q4 2025 | Feb 03, 2026 |
| Dentgroup LLC | History | Reduced | 2,993 | 621 | 0.43% | 0.4% | 153 | -4 | -0.13% | Q4 2025 | Jan 28, 2026 |
| BOKF, NA | History | No change | 2,989 | 620 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 2,977 | 617 | 0.32% | 0.32% | 155 | +13 | 0.44% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 2,968 | 615 | 0.0% | 0.0% | 156 | -168 | -5.36% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | Added to | 2,895 | 601 | 0.0% | 0.0% | 157 | +727 | 33.53% | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO | History | Added to | 2,744 | 599 | 0.01% | 0.01% | 158 | +2 | 0.07% | Q4 2025 | Jan 26, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 2,849 | 591 | 0.14% | 0.13% | 159 | +34 | 1.21% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 2,821 | 585 | 0.03% | 0.02% | 160 | +734 | 35.17% | Q4 2025 | Feb 05, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 2,806 | 582 | 0.03% | 0.03% | 161 | +6 | 0.21% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 2,802 | 581 | 0.0% | 0.0% | 162 | +116 | 4.32% | Q4 2025 | Feb 03, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 2,779 | 576 | 0.0% | 0.0% | 163 | -73 | -2.56% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 2,738 | 568 | 0.02% | — | 164 | +2,738 | New | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,700 | 560 | 0.0% | 0.0% | 165 | -2,957 | -52.27% | Q4 2025 | Feb 17, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Reduced | 2,686 | 557 | 0.44% | 0.44% | 166 | -30 | -1.1% | Q4 2025 | Jan 16, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 2,614 | 542 | 0.01% | 0.01% | 167 | -42 | -1.58% | Q4 2025 | Jan 21, 2026 |
| Anchor Investment Management, LLC | History | Added to | 2,606 | 540 | 0.04% | 0.04% | 168 | +114 | 4.57% | Q4 2025 | Feb 26, 2026 |
| Conservest Capital Advisors, Inc. | History | No change | 2,563 | 531 | 0.05% | 0.05% | 169 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Reduced | 2,557 | 530 | 0.0% | 0.0% | 170 | -142 | -5.26% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,536 | 526 | 0.01% | 0.01% | 171 | +26 | 1.04% | Q4 2025 | Feb 11, 2026 |
| Alliance Wealth Advisors, LLC | History | No change | 2,533 | 525 | 0.23% | 0.23% | 172 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ASPIRIANT, LLC | History | Added to | 2,520 | 522 | 0.01% | 0.01% | 173 | +196 | 8.43% | Q4 2025 | Jan 20, 2026 |
| North Forty Two & Co. | History | Reduced | 2,400 | 498 | 0.47% | 0.51% | 174 | -150 | -5.88% | Q4 2025 | Feb 09, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 2,377 | 493 | 0.06% | 0.06% | 175 | -49 | -2.02% | Q4 2025 | Jan 22, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 2,344 | 486 | 0.01% | 0.02% | 176 | +68 | 2.99% | Q4 2025 | Feb 12, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 2,338 | 485 | 0.0% | 0.0% | 177 | -50 | -2.09% | Q4 2025 | Jan 13, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 2,338 | 485 | 0.1% | 0.1% | 178 | -1 | -0.04% | Q4 2025 | Jan 14, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 2,324 | 482 | 0.12% | 0.13% | 179 | -5 | -0.21% | Q4 2025 | Feb 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2,319 | 481 | 0.0% | 0.0% | 180 | -3 | -0.13% | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 2,286 | 474 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 2,251 | 467 | 0.01% | 0.0% | 182 | +80 | 3.68% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 2,206 | 457 | 0.0% | 0.01% | 183 | -3,384 | -60.54% | Q4 2025 | Jan 29, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 2,193 | 455 | 0.03% | 0.03% | 184 | -120 | -5.19% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,176 | 451 | 0.0% | 0.0% | 185 | -82 | -3.63% | Q4 2025 | Feb 02, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 2,164 | 449 | 0.0% | 0.0% | 186 | -11 | -0.51% | Q4 2025 | Feb 18, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 2,158 | 447 | 0.03% | 0.03% | 187 | -76 | -3.4% | Q4 2025 | Jan 30, 2026 |
| Financial Freedom, LLC | History | Reduced | 2,146 | 445 | 0.22% | 0.24% | 188 | -160 | -6.94% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | New | 2,133 | 442 | 0.0% | — | 189 | +2,133 | New | Q4 2025 | Feb 11, 2026 |
| CHRISTINE MESSMER PC | History | New | 2,103 | 436 | 0.28% | — | 190 | +2,103 | New | Q4 2025 | Feb 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 2,079 | 431 | 0.01% | 0.01% | 191 | -23 | -1.09% | Q4 2025 | Feb 12, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 2,033 | 421 | 0.0% | 0.0% | 192 | -18 | -0.88% | Q4 2025 | Feb 11, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 2,010 | 417 | 0.01% | 0.01% | 193 | +437 | 27.78% | Q4 2025 | Feb 06, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 1,991 | 413 | 0.02% | 0.02% | 194 | +10 | 0.5% | Q4 2025 | Feb 09, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 1,967 | 408 | 0.01% | 0.01% | 195 | -91 | -4.42% | Q4 2025 | Feb 03, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 1,961 | 407 | 0.02% | 0.02% | 196 | -40 | -2.0% | Q4 2025 | Feb 17, 2026 |
| Mutual Advisors, LLC | History | Added to | 1,960 | 406 | 0.01% | 0.01% | 197 | +2 | 0.1% | Q4 2025 | Feb 02, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 1,935 | 401 | 0.18% | 0.21% | 198 | -193 | -9.07% | Q4 2025 | Jan 22, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 1,905 | 395 | 0.04% | 0.04% | 199 | +17 | 0.9% | Q4 2025 | Feb 13, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 1,874 | 389 | 0.08% | 0.08% | 200 | -173 | -8.45% | Q4 2025 | Jan 28, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 1,864 | 386 | 0.02% | 0.02% | 201 | +5 | 0.27% | Q4 2025 | Feb 18, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,852 | 384 | 0.0% | 0.0% | 202 | +27 | 1.48% | Q4 2025 | Feb 17, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 1,821 | 381 | 0.04% | 0.03% | 203 | +192 | 11.79% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 1,818 | 377 | 0.0% | — | 204 | +1,818 | New | Q4 2025 | Feb 12, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 1,810 | 375 | 0.15% | 0.14% | 207 | +146 | 8.77% | Q4 2025 | Jan 28, 2026 |
| US BANCORP \DE\ | History | Added to | 1,811 | 375 | 0.0% | 0.0% | 205 | +31 | 1.74% | Q4 2025 | Jan 30, 2026 |
| Winch Advisory Services, LLC | History | Added to | 1,809 | 375 | 0.08% | 0.08% | 206 | +7 | 0.39% | Q4 2025 | Feb 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,785 | 370 | 0.0% | 0.0% | 208 | +311 | 21.1% | Q4 2025 | Feb 17, 2026 |
| Heritage Trust Co | History | Reduced | 1,766 | 366 | 0.04% | 0.04% | 209 | -133 | -7.0% | Q4 2025 | Feb 10, 2026 |
| Birchcreek Wealth Management, LLC | History | Reduced | 1,758 | 364 | 0.18% | 0.19% | 210 | -70 | -3.83% | Q4 2025 | Jan 16, 2026 |
| KPP Advisory Services LLC | History | Added to | 1,739 | 360 | 0.05% | 0.05% | 211 | +10 | 0.58% | Q4 2025 | Feb 02, 2026 |
| CX Institutional | History | Reduced | 1,721 | 357 | 0.01% | 0.01% | 212 | -11 | -0.64% | Q4 2025 | Feb 02, 2026 |
| Keebeck Wealth Management | History | Reduced | 1,706 | 354 | 0.04% | 0.04% | 213 | -19 | -1.1% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 1,700 | 352 | 0.0% | 0.0% | 215 | +389 | 29.67% | Q4 2025 | Jan 29, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,700 | 352 | 0.0% | 0.0% | 214 | -27 | -1.56% | Q4 2025 | Feb 13, 2026 |
| Heritage Investment Group, Inc. | History | No change | 1,700 | 352 | 0.05% | 0.06% | 216 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 1,658 | 344 | 0.03% | 0.03% | 217 | +17 | 1.04% | Q4 2025 | Feb 03, 2026 |
| Peterson Wealth Advisors, LLC | History | New | 1,618 | 335 | 0.04% | — | 218 | +1,618 | New | Q4 2025 | Jan 09, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 1,605 | 333 | 0.0% | 0.0% | 219 | -20 | -1.23% | Q4 2025 | Feb 12, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 1,582 | 328 | 0.13% | 0.13% | 220 | -52 | -3.18% | Q4 2025 | Feb 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 1,560 | 323 | 0.0% | 0.0% | 221 | +2 | 0.13% | Q4 2025 | Jan 28, 2026 |
| MontVue Capital Management, Inc. | History | No change | 1,557 | 323 | 0.21% | 0.21% | 222 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Calder Financial LLC | History | New | 1,528 | 317 | 0.31% | — | 223 | +1,528 | New | Q4 2025 | Jan 23, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 1,526 | 316 | 0.09% | 0.01% | 224 | +1,419 | 1326.17% | Q4 2025 | Feb 06, 2026 |
| Wedmont Private Capital | History | Added to | 1,460 | 313 | 0.01% | 0.01% | 225 | +108 | 7.99% | Q4 2025 | Jan 08, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 1,486 | 308 | 0.0% | 0.0% | 226 | -227 | -13.25% | Q4 2025 | Jan 27, 2026 |
| INGALLS & SNYDER LLC | History | No change | 1,475 | 306 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Added to | 1,442 | 302 | 0.0% | 0.0% | 228 | +4 | 0.28% | Q4 2025 | Jan 23, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 1,447 | 300 | 0.02% | 0.02% | 229 | -4 | -0.28% | Q4 2025 | Feb 03, 2026 |
| Narwhal Capital Management | History | Reduced | 1,414 | 293 | 0.02% | 0.02% | 230 | -105 | -6.91% | Q4 2025 | Jan 30, 2026 |
| Advisory Services Network, LLC | History | Reduced | 1,377 | 285 | 0.0% | 0.0% | 231 | -8 | -0.58% | Q4 2025 | Feb 17, 2026 |
| Apella Capital, LLC | History | New | 1,373 | 284 | 0.01% | — | 233 | +1,373 | New | Q4 2025 | Jan 21, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 1,373 | 284 | 0.01% | 0.01% | 232 | -20 | -1.44% | Q4 2025 | Feb 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,315 | 272 | 0.03% | 0.03% | 234 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 1,295 | 268 | 0.06% | 0.07% | 235 | -146 | -10.13% | Q4 2025 | Jan 06, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 1,291 | 267 | 0.01% | 0.01% | 236 | +26 | 2.06% | Q4 2025 | Jan 07, 2026 |
| Waverly Advisors, LLC | History | New | 1,282 | 266 | 0.0% | — | 237 | +1,282 | New | Q4 2025 | Feb 17, 2026 |
| Waldron Private Wealth LLC | History | Added to | 1,261 | 261 | 0.01% | 0.01% | 238 | +4 | 0.32% | Q4 2025 | Jan 14, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 1,255 | 260 | 0.03% | 0.03% | 239 | -94 | -6.97% | Q4 2025 | Feb 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 1,235 | 256 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Simmons Bank | History | No change | 1,228 | 254 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PFG Advisors | History | Reduced | 1,218 | 252 | 0.01% | 0.01% | 242 | -80 | -6.16% | Q4 2025 | Jan 27, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 1,193 | 247 | 0.01% | 0.01% | 244 | +134 | 12.65% | Q4 2025 | Feb 17, 2026 |
| Caprock Group, LLC | History | No change | 1,193 | 247 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| RBA Wealth Management, LLC | History | Added to | 1,187 | 246 | 0.08% | 0.08% | 245 | +44 | 3.85% | Q4 2025 | Jan 26, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 1,185 | 245 | 0.05% | 0.05% | 246 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Csenge Advisory Group | History | Added to | 1,162 | 241 | 0.01% | 0.01% | 247 | +11 | 0.96% | Q4 2025 | Feb 06, 2026 |
| Composition Wealth, LLC | History | Added to | 1,144 | 237 | 0.0% | 0.0% | 248 | +21 | 1.87% | Q4 2025 | Feb 02, 2026 |
| Elm Partners Management LLC | History | Reduced | 1,120 | 232 | 0.01% | 0.02% | 249 | -458 | -29.02% | Q4 2025 | Feb 10, 2026 |
| Independent Wealth Network Inc. | History | Added to | 1,112 | 230 | 0.07% | 0.07% | 250 | +15 | 1.37% | Q4 2025 | Jan 26, 2026 |
| One Capital Management, LLC | History | No change | 1,100 | 228 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 1,098 | 227 | 0.0% | 0.0% | 252 | +3 | 0.27% | Q4 2025 | Feb 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 1,081 | 224 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BIP Wealth, LLC | History | No change | 1,077 | 223 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | No change | 1,062 | 220 | 0.06% | 0.05% | 255 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Shade Tree Advisors LLC | History | New | 1,059 | 219 | 0.17% | — | 256 | +1,059 | New | Q4 2025 | Feb 04, 2026 |
| McGuire Investment Group, LLC | History | Reduced | 1,048 | 217 | 0.02% | 0.02% | 257 | -13 | -1.23% | Q4 2025 | Jan 26, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 1,045 | 216 | 0.12% | 0.13% | 258 | -17 | -1.6% | Q4 2025 | Feb 10, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,031 | 213 | 0.0% | 0.0% | 259 | +31 | 3.1% | Q4 2025 | Feb 02, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 1,026 | 212 | 0.02% | 0.02% | 261 | -3 | -0.29% | Q4 2025 | Jan 27, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 1,025 | 212 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Allworth Financial LP | History | New | 1,020 | 211 | 0.0% | — | 263 | +1,020 | New | Q4 2025 | Feb 05, 2026 |
| Avantax Planning Partners, Inc. | History | New | 1,019 | 211 | 0.01% | — | 262 | +1,019 | New | Q4 2025 | Feb 05, 2026 |
| CreativeOne Wealth, LLC | History | New | 1,006 | 208 | 0.01% | — | 264 | +1,006 | New | Q4 2025 | Feb 13, 2026 |
| American Trust | History | New | 1,003 | 208 | 0.02% | — | 265 | +1,003 | New | Q4 2025 | Feb 17, 2026 |
| Smith Salley Wealth Management | History | No change | 1,000 | 207 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Colonial Trust Co / SC | History | No change | 1,000 | 207 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 986 | 204 | 0.03% | 0.03% | 268 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| PFG Investments, LLC | History | Added to | 979 | 203 | 0.01% | 0.01% | 269 | +1 | 0.1% | Q4 2025 | Jan 26, 2026 |
| Foster Group, Inc. | History | New | 967 | 200 | 0.01% | — | 270 | +967 | New | Q4 2025 | Jan 12, 2026 |
| Hurley Capital, LLC | History | Added to | 868 | 180 | 0.1% | 0.08% | 271 | +168 | 24.0% | Q4 2025 | Feb 17, 2026 |
| CITY HOLDING CO | History | New | 863 | 179 | 0.02% | — | 272 | +863 | New | Q4 2025 | Jan 22, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 1,000 | 178 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 853 | 177 | 0.0% | — | 274 | +853 | New | Q4 2025 | Feb 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 833 | 172 | 0.0% | 0.0% | 275 | -100 | -10.72% | Q4 2025 | Feb 09, 2026 |
| Progressive Investment Management Corp | History | No change | 700 | 145 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 643 | 133 | 0.0% | 0.0% | 277 | +166 | 34.8% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 542 | 125 | 0.02% | 0.02% | 278 | +244 | 81.88% | Q4 2025 | Feb 02, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 602 | 124 | 0.04% | 0.04% | 279 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CDKV HOLDINGS LLC | History | New | 581 | 120 | 0.1% | — | 280 | +581 | New | Q4 2025 | Feb 17, 2026 |
| Advocate Investing Services LLC | History | New | 571 | 118 | 0.11% | — | 281 | +571 | New | Q4 2025 | Feb 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 551 | 114 | 0.04% | 0.04% | 282 | +41 | 8.04% | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 536 | 111 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Westside Investment Management, Inc. | History | Added to | 520 | 107 | 0.02% | 0.02% | 284 | +1 | 0.19% | Q4 2025 | Jan 23, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 515 | 106 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 511 | 106 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 500 | 103 | 0.02% | — | 287 | +500 | New | Q4 2025 | Feb 09, 2026 |
| Caitlin John, LLC | History | No change | 500 | 103 | 0.07% | 0.07% | 288 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 489 | 101 | 0.01% | 0.01% | 289 | +3 | 0.62% | Q4 2025 | Jan 21, 2026 |
| MAI Capital Management | History | Reduced | 465 | 96 | 0.0% | 0.0% | 290 | -89 | -16.06% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 437 | 90 | 0.0% | — | 291 | +437 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | No change | 400 | 83 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sound Income Strategies, LLC | History | Added to | 369 | 82 | 0.0% | 0.0% | 294 | +330 | 846.15% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 398 | 82 | 0.0% | 0.0% | 293 | -8 | -1.97% | Q4 2025 | Feb 09, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 391 | 81 | 0.0% | 0.0% | 295 | +8 | 2.09% | Q4 2025 | Feb 03, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 393 | 81 | 0.1% | 0.09% | 296 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 386 | 80 | 0.05% | 0.05% | 297 | +2 | 0.52% | Q4 2025 | Feb 04, 2026 |
| CWM, LLC | History | Added to | 372 | 77 | 0.0% | 0.0% | 298 | +207 | 125.45% | Q4 2025 | Jan 26, 2026 |
| Key FInancial Inc | History | No change | 361 | 74 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 355 | 73 | 0.03% | 0.1% | 300 | -679 | -65.67% | Q4 2025 | Jan 23, 2026 |
| Laurel Wealth Advisors LLC | History | New | 339 | 70 | 0.01% | — | 301 | +339 | New | Q4 2025 | Jan 30, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 341 | 70 | 0.02% | 0.03% | 302 | +167 | 95.98% | Q4 2025 | Feb 17, 2026 |
| FIRST HORIZON CORP | History | No change | 334 | 69 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Coastline Trust Co | History | No change | 325 | 67 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 312 | 64 | 0.0% | 0.0% | 305 | -26 | -7.69% | Q4 2025 | Feb 17, 2026 |
| Strategic Wealth Advisors LLC | History | New | 300 | 62 | 0.05% | — | 307 | +300 | New | Q4 2025 | Feb 03, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 301 | 62 | 0.02% | 0.03% | 306 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Larson Financial Group LLC | History | Added to | 293 | 60 | 0.0% | 0.0% | 308 | +281 | 2341.67% | Q4 2025 | Feb 06, 2026 |
| Davis Capital Management | History | No change | 287 | 59 | 0.04% | 0.04% | 309 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| WEBSTER BANK, N. A. | History | No change | 275 | 57 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Strive Financial Group ,LLC | History | New | 254 | 52 | 0.03% | — | 311 | +254 | New | Q4 2025 | Feb 18, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 245 | 50 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NBT BANK N A /NY | History | Added to | 299 | 46 | 0.0% | 0.0% | 313 | +3 | 1.01% | Q4 2025 | Jan 23, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 224 | 46 | 0.02% | 0.03% | 314 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Bogart Wealth, LLC | History | No change | 218 | 45 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Root Financial Partners, LLC | History | Added to | 212 | 44 | 0.0% | 0.0% | 316 | +67 | 46.21% | Q4 2025 | Feb 10, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 204 | 42 | 0.02% | 0.02% | 317 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Global Wealth Strategies & Associates | History | No change | 202 | 41 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 185 | 38 | 0.02% | 0.02% | 319 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Concord Wealth Partners | History | No change | 185 | 38 | 0.0% | 0.01% | 320 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 175 | 36 | 0.0% | 0.0% | 321 | -19 | -9.79% | Q4 2025 | Jan 08, 2026 |
| New Millennium Group LLC | History | Reduced | 163 | 33 | 0.01% | 0.02% | 322 | -9 | -5.23% | Q4 2025 | Feb 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 152 | 31 | 0.0% | 0.0% | 323 | +9 | 6.29% | Q4 2025 | Feb 05, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 154 | 31 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 146 | 30 | 0.0% | — | 325 | +146 | New | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 149 | 30 | 0.0% | 0.0% | 326 | -51 | -25.5% | Q4 2025 | Feb 17, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 131 | 27 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 127 | 26 | 0.02% | — | 329 | +127 | New | Q4 2025 | Feb 10, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 130 | 26 | 0.0% | 0.0% | 328 | +100 | 333.33% | Q4 2025 | Feb 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 125 | 25 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 117 | 25 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Front Row Advisors LLC | History | No change | 125 | 25 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 120 | 24 | 0.01% | — | 333 | +120 | New | Q4 2025 | Jan 20, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 120 | 24 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Noble Wealth Management PBC | History | No change | 119 | 24 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 113 | 23 | 0.02% | 0.04% | 337 | -160 | -58.61% | Q4 2025 | Jan 21, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 111 | 23 | 0.0% | 0.0% | 336 | +15 | 15.63% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | New | 105 | 21 | 0.0% | — | 338 | +105 | New | Q4 2025 | Feb 11, 2026 |
| BAYBAN | History | New | 102 | 21 | 0.02% | — | 339 | +102 | New | Q4 2025 | Mar 05, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 91 | 18 | 0.0% | 0.0% | 340 | +56 | 160.0% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 89 | 18 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 85 | 17 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 85 | 17 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Olistico Wealth, LLC | History | New | 73 | 15 | 0.01% | — | 344 | +73 | New | Q4 2025 | Jan 13, 2026 |
| Signature Equity Partners, LLC | History | New | 71 | 14 | 0.01% | — | 346 | +71 | New | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | New | 70 | 14 | 0.0% | — | 345 | +70 | New | Q4 2025 | Feb 12, 2026 |
| Breakwater Investment Management | History | No change | 65 | 13 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 54 | 11 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Missouri Trust & Investment Co | History | No change | 56 | 11 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 49 | 10 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 49 | 10 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Costello Asset Management, INC | History | No change | 49 | 10 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Avion Wealth | History | No change | 52 | 10 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 51 | 10 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 47 | 9 | 0.0% | — | 357 | +47 | New | Q4 2025 | Jan 30, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | New | 45 | 9 | 0.0% | — | 355 | +45 | New | Q4 2025 | Feb 11, 2026 |
| eCIO, Inc. | History | New | 45 | 9 | 0.0% | — | 358 | +45 | New | Q4 2025 | Jan 20, 2026 |
| Blue Trust, Inc. | History | Added to | 46 | 9 | 0.0% | 0.0% | 359 | +28 | 155.56% | Q4 2025 | Jan 16, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 47 | 9 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CURIO WEALTH, LLC | History | New | 40 | 8 | 0.0% | — | 363 | +40 | New | Q4 2025 | Feb 11, 2026 |
| ST GERMAIN D J CO INC | History | No change | 40 | 8 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 42 | 8 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Salomon & Ludwin, LLC | History | No change | 42 | 8 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 38 | 7 | 0.0% | 0.0% | 364 | -247 | -86.67% | Q4 2025 | Feb 12, 2026 |
| Nova Wealth Management, Inc. | History | No change | 35 | 7 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 32 | 6 | 0.0% | 0.0% | 367 | -23 | -41.82% | Q4 2025 | Feb 12, 2026 |
| Fortis Group Advisors, LLC | History | No change | 31 | 6 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Dogwood Wealth Management LLC | History | No change | 29 | 6 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CBIZ Investment Advisory Services, LLC | History | New | 25 | 5 | 0.0% | — | 371 | +25 | New | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | Added to | 28 | 5 | 0.0% | 0.0% | 373 | +17 | 154.55% | Q4 2025 | Jan 13, 2026 |
| SouthState Bank Corp | History | No change | 25 | 5 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 25 | 5 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 28 | 5 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Financial Connections Group, Inc. | History | No change | 25 | 5 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 20 | 4 | 0.0% | 0.0% | 375 | -8,000 | -99.75% | Q4 2025 | Feb 17, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | New | 24 | 4 | 0.0% | — | 376 | +24 | New | Q4 2025 | Feb 10, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 24 | 4 | 0.0% | — | 379 | +24 | New | Q4 2025 | Feb 11, 2026 |
| Lodestone Wealth Management LLC | History | New | 23 | 4 | 0.0% | — | 377 | +23 | New | Q4 2025 | Jan 15, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 24 | 4 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Trust Co | History | New | 18 | 3 | 0.0% | — | 380 | +18 | New | Q4 2025 | Jan 15, 2026 |
| IFP Advisors, Inc | History | No change | 16 | 3 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 13 | 2 | 0.0% | — | 388 | +13 | New | Q4 2025 | Jan 30, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | New | 12 | 2 | 0.0% | — | 382 | +12 | New | Q4 2025 | Jan 30, 2026 |
| POM Investment Strategies, LLC | History | New | 11 | 2 | 0.0% | — | 386 | +11 | New | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 11 | 2 | 0.0% | — | 390 | +11 | New | Q4 2025 | Feb 09, 2026 |
| Anfield Capital Management, LLC | History | No change | 13 | 2 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Founders Capital Management | History | No change | 12 | 2 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Independence Bank of Kentucky | History | No change | 14 | 2 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Nemes Rush Group LLC | History | No change | 11 | 2 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Westfuller Advisors, LLC | History | No change | 14 | 2 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WealthCollab, LLC | History | New | 7 | 1 | 0.0% | — | 396 | +7 | New | Q4 2025 | Jan 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 6 | 1 | 0.0% | — | 391 | +6 | New | Q4 2025 | Jan 21, 2026 |
| SageView Advisory Group, LLC | History | New | 6 | 1 | 0.0% | — | 395 | +6 | New | Q4 2025 | Feb 17, 2026 |
| MASECO LLP | History | New | 6 | 1 | 0.0% | — | 398 | +6 | New | Q4 2025 | Jan 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 5 | 1 | 0.0% | — | 393 | +5 | New | Q4 2025 | Feb 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 5 | 1 | 0.0% | — | 394 | +5 | New | Q4 2025 | Jan 21, 2026 |
| McIlrath & Eck, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 5 | 1 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Strategic Investment Advisors / MI | History | Closed out | 0 | 0 | — | 0.0% | — | -178,472 | -100.0% | Q3 2025 | Dec 17, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -19,658 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 1.48% | — | -14,124 | -100.0% | Q3 2025 | Nov 21, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,135 | -100.0% | Q3 2025 | Oct 14, 2025 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Closed out | 0 | 0 | — | 0.46% | — | -5,303 | -100.0% | Q3 2025 | Nov 12, 2025 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,748 | -100.0% | Q3 2025 | Feb 04, 2026 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,364 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ground Swell Capital, LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -1,266 | -100.0% | Q3 2025 | Nov 06, 2025 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,231 | -100.0% | Q3 2025 | Oct 21, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,154 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Idaho Trust Co | History | Closed out | 0 | 0 | — | 0.07% | — | -1,081 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,035 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Boltwood Capital Management | History | Closed out | 0 | 0 | — | 0.05% | — | -985 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -431 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -149 | -100.0% | Q3 2025 | Nov 12, 2025 |
| First PREMIER Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -135 | -100.0% | Q3 2025 | Oct 15, 2025 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -122 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q3 2025 | Oct 21, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -117 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Northwest Capital Management Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -62 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Newbridge Financial Services Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q3 2025 | Mar 31, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Centennial Bank/AR/ | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q4 2025 | Feb 17, 2026 |
| DT Investment Partners, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Covestor Ltd | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |