VANGUARD INSTITUTIONAL INDEX FUNDS - VBIL
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Evanson Asset Management, LLC | History | Added to | 1,904,118 | 143,627 | 7.75% | 5.81% | 1 | +542,391 | 39.83% | Q4 2025 | Jan 12, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 1,800,411 | 135,804 | 3.15% | 0.71% | 2 | +1,411,985 | 363.51% | Q4 2025 | Feb 02, 2026 |
| Oxbow Advisors, LLC | History | Reduced | 1,737,812 | 131,083 | 11.53% | 14.61% | 3 | -342,176 | -16.45% | Q4 2025 | Feb 04, 2026 |
| SCS Capital Management LLC | History | Added to | 1,370,698 | 103,391 | 1.1% | 0.01% | 4 | +1,354,320 | 8269.14% | Q4 2025 | Feb 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 917,162 | 69,181 | 0.01% | 0.0% | 5 | +156,277 | 20.54% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 776,756 | 58,591 | 0.01% | — | 6 | +776,756 | New | Q4 2025 | Feb 17, 2026 |
| GREENHAVEN ASSOCIATES INC | History | Added to | 772,725 | 58,286 | 0.94% | 0.57% | 7 | +272,725 | 54.55% | Q4 2025 | Jan 07, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 664,698 | 50,138 | 3.39% | 6.83% | 8 | -616,091 | -48.1% | Q4 2025 | Jan 08, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 632,989 | 47,746 | 10.54% | 12.6% | 9 | -86,118 | -11.98% | Q4 2025 | Feb 04, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 610,021 | 46,013 | 1.5% | 1.52% | 10 | +4,219 | 0.7% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 563,317 | 42,491 | 0.0% | 0.0% | 11 | +393,588 | 231.89% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 557,411 | 42,045 | 0.01% | 0.01% | 12 | +75,490 | 15.66% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 484,196 | 36,522 | 0.05% | 0.05% | 13 | -40,886 | -7.79% | Q4 2025 | Feb 02, 2026 |
| Cypress Capital, LLC | History | Added to | 440,533 | 33,229 | 9.3% | 9.26% | 14 | +12,333 | 2.88% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 427,697 | 32,261 | 1.19% | 0.62% | 15 | +220,462 | 106.38% | Q4 2025 | Feb 06, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 409,324 | 30,887 | 3.88% | 3.52% | 16 | +60,118 | 17.22% | Q4 2025 | Jan 14, 2026 |
| LPL Financial LLC | History | Added to | 320,344 | 24,163 | 0.01% | 0.0% | 17 | +194,972 | 155.51% | Q4 2025 | Feb 11, 2026 |
| Delta Investment Management, LLC | History | Added to | 312,527 | 23,573 | 4.09% | 2.81% | 18 | +105,308 | 50.82% | Q4 2025 | Jan 30, 2026 |
| Altiora Financial Group, LLC | History | New | 308,137 | 23,242 | 4.01% | — | 19 | +308,137 | New | Q4 2025 | Feb 12, 2026 |
| Fortitude Family Office, LLC | History | Added to | 282,859 | 21,336 | 4.96% | 0.01% | 20 | +282,467 | 72057.91% | Q4 2025 | Jan 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 264,690 | 19,965 | 0.29% | 0.58% | 21 | -248,700 | -48.44% | Q4 2025 | Feb 09, 2026 |
| Red Wave Investments LLC | History | Added to | 256,193 | 19,324 | 5.75% | 4.21% | 22 | +74,530 | 41.03% | Q4 2025 | Feb 06, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 240,200 | 18,118 | 0.01% | 0.01% | 23 | -200 | -0.08% | Q4 2025 | Mar 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 231,998 | 17,499 | 0.01% | 0.0% | 24 | +33,902 | 17.11% | Q4 2025 | Feb 18, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 231,968 | 17,497 | 0.29% | 0.01% | 25 | +225,219 | 3337.07% | Q4 2025 | Feb 10, 2026 |
| LRI Investments, LLC | History | New | 217,176 | 16,381 | 1.32% | — | 26 | +217,176 | New | Q4 2025 | Feb 04, 2026 |
| Brookstone Capital Management | History | New | 200,156 | 15,097 | 0.17% | — | 27 | +200,156 | New | Q4 2025 | Jan 15, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | New | 199,101 | 15,018 | 5.96% | — | 28 | +199,101 | New | Q4 2025 | Feb 17, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 196,882 | 14,850 | 3.1% | 2.89% | 29 | +21,458 | 12.23% | Q4 2025 | Jan 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 191,943 | 14,478 | 0.0% | 0.0% | 30 | +12,648 | 7.05% | Q4 2025 | Feb 10, 2026 |
| Symmetry Partners, LLC | History | New | 191,755 | 14,464 | 0.86% | — | 31 | +191,755 | New | Q4 2025 | Jan 27, 2026 |
| Englebert Financial Advisers, LLC | History | New | 188,935 | 14,251 | 16.31% | — | 32 | +188,935 | New | Q4 2025 | Feb 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 183,128 | 13,813 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 181,800 | 13,713 | 3.28% | 3.71% | 34 | -8,327 | -4.38% | Q4 2025 | Jan 12, 2026 |
| Miller Investment Management, LP | History | Added to | 180,900 | 13,645 | 1.33% | 0.28% | 35 | +143,400 | 382.4% | Q4 2025 | Feb 11, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 172,674 | 13,024 | 0.14% | 0.28% | 36 | -152,772 | -46.94% | Q4 2025 | Feb 02, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 171,265 | 12,918 | 1.05% | 0.26% | 37 | +132,025 | 336.46% | Q4 2025 | Jan 23, 2026 |
| Cresset Asset Management, LLC | History | New | 170,444 | 12,856 | 0.05% | — | 38 | +170,444 | New | Q4 2025 | Feb 17, 2026 |
| Greenline Partners, LLC | History | Reduced | 166,030 | 12,523 | 1.43% | 1.94% | 39 | -45,284 | -21.43% | Q4 2025 | Feb 17, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Added to | 163,035 | 12,297 | 0.65% | 0.02% | 40 | +158,989 | 3929.54% | Q4 2025 | Jan 09, 2026 |
| Blume Capital Management, Inc. | History | New | 155,272 | 11,712 | 2.13% | — | 41 | +155,272 | New | Q4 2025 | Feb 05, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 154,762 | 11,673 | 0.28% | 0.11% | 42 | +95,695 | 162.01% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | New | 148,827 | 11,226 | 0.06% | — | 43 | +148,827 | New | Q4 2025 | Feb 10, 2026 |
| Apella Capital, LLC | History | Added to | 144,294 | 10,884 | 0.22% | 0.18% | 44 | +39,581 | 37.8% | Q4 2025 | Jan 21, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 141,880 | 10,702 | 5.55% | 9.23% | 45 | -77,109 | -35.21% | Q4 2025 | Jan 29, 2026 |
| CENTRAL TRUST Co | History | Added to | 122,762 | 9,259 | 0.18% | 0.06% | 46 | +85,792 | 232.06% | Q4 2025 | Feb 02, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 120,482 | 9,098 | 1.02% | 1.18% | 47 | -12,412 | -9.34% | Q4 2025 | Feb 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 120,272 | 9,072 | 1.15% | 0.37% | 48 | +84,687 | 237.99% | Q4 2025 | Jan 21, 2026 |
| Lakewood Asset Management LLC | History | Added to | 110,129 | 8,307 | 4.88% | 1.44% | 49 | +78,694 | 250.34% | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 110,097 | 8,304 | 0.2% | 0.81% | 50 | -276,679 | -71.53% | Q4 2025 | Feb 17, 2026 |
| Elm Partners Management LLC | History | New | 108,898 | 8,214 | 0.37% | — | 51 | +108,898 | New | Q4 2025 | Feb 10, 2026 |
| ABOUND FINANCIAL, LLC | History | Reduced | 107,948 | 8,142 | 3.15% | 3.4% | 52 | -4,470 | -3.98% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 103,012 | 7,770 | 0.0% | 0.0% | 53 | -15,079 | -12.77% | Q4 2025 | Feb 12, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 95,029 | 7,168 | 0.62% | 0.07% | 54 | +84,094 | 769.04% | Q4 2025 | Jan 05, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 93,424 | 7,046 | 0.08% | 0.12% | 55 | -18,745 | -16.71% | Q4 2025 | Feb 03, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 93,171 | 7,027 | 0.04% | 0.04% | 56 | +23,203 | 33.16% | Q4 2025 | Feb 17, 2026 |
| MRWM Advisors, LLC | History | Added to | 91,123 | 6,873 | 3.69% | 3.64% | 57 | +6,638 | 7.86% | Q4 2025 | Jan 26, 2026 |
| Rossmore Private Capital | History | New | 85,168 | 6,424 | 0.57% | — | 58 | +85,168 | New | Q4 2025 | Feb 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 84,005 | 6,336 | 0.09% | 0.03% | 59 | +54,136 | 181.24% | Q4 2025 | Feb 09, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 79,600 | 6,004 | 2.33% | 2.58% | 60 | -8,400 | -9.55% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 79,263 | 5,978 | 0.11% | 0.09% | 61 | +17,636 | 28.62% | Q4 2025 | Jan 16, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 79,192 | 5,973 | 0.52% | 0.06% | 62 | +70,852 | 849.54% | Q4 2025 | Feb 06, 2026 |
| Fortis Advisors, LLC | History | Added to | 78,895 | 5,951 | 3.23% | 0.73% | 63 | +61,715 | 359.23% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 76,061 | 5,737 | 0.01% | 0.0% | 64 | +43,719 | 135.18% | Q4 2025 | Feb 06, 2026 |
| eCIO, Inc. | History | Added to | 75,648 | 5,706 | 2.66% | 1.18% | 65 | +33,829 | 80.89% | Q4 2025 | Jan 20, 2026 |
| KilterHowling LLC | History | New | 70,588 | 5,324 | 2.7% | — | 66 | +70,588 | New | Q4 2025 | Feb 13, 2026 |
| JBR Co Financial Management Inc | History | New | 70,163 | 5,292 | 2.22% | — | 67 | +70,163 | New | Q4 2025 | Jan 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 70,004 | 5,280 | 0.01% | 0.01% | 68 | +18,869 | 36.9% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 66,434 | 5,011 | 0.0% | 0.0% | 69 | +59,852 | 909.33% | Q4 2025 | Mar 25, 2026 |
| Marex Group plc | History | New | 66,170 | 4,991 | 0.03% | — | 70 | +66,170 | New | Q4 2025 | Feb 12, 2026 |
| Planned Solutions, Inc. | History | Reduced | 65,470 | 4,938 | 1.58% | 1.79% | 71 | -3,520 | -5.1% | Q4 2025 | Jan 28, 2026 |
| PFW Advisors LLC | History | Reduced | 64,311 | 4,851 | 1.47% | 1.54% | 72 | -4,427 | -6.44% | Q4 2025 | Jan 12, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 62,504 | 4,714 | 0.34% | 0.25% | 73 | +17,279 | 38.21% | Q4 2025 | Feb 11, 2026 |
| Foundry Financial LLC | History | New | 60,447 | 4,559 | 2.4% | — | 74 | +60,447 | New | Q4 2025 | Feb 17, 2026 |
| Obermeyer Wealth Partners | History | New | 59,906 | 4,518 | 0.21% | — | 75 | +59,906 | New | Q4 2025 | Jan 29, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 57,672 | 4,350 | 0.12% | 0.07% | 76 | +25,896 | 81.5% | Q4 2025 | Jan 12, 2026 |
| Sowell Financial Services LLC | History | Reduced | 56,431 | 4,256 | 0.16% | 0.16% | 77 | -53 | -0.09% | Q4 2025 | Jan 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 56,409 | 4,255 | 0.01% | 0.01% | 78 | +17,646 | 45.52% | Q4 2025 | Feb 05, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 54,648 | 4,122 | 0.78% | 0.29% | 79 | +35,107 | 179.66% | Q4 2025 | Jan 30, 2026 |
| Level Wealth Management LLC | History | Added to | 51,218 | 3,863 | 1.98% | 1.02% | 80 | +25,654 | 100.35% | Q4 2025 | Feb 02, 2026 |
| Alchemi Wealth, LLC | History | New | 50,581 | 3,815 | 2.09% | — | 81 | +50,581 | New | Q4 2025 | Feb 13, 2026 |
| TPG Advisors LLC | History | Added to | 49,317 | 3,719 | 2.31% | 1.51% | 82 | +18,939 | 62.34% | Q4 2025 | Jan 21, 2026 |
| FLC Capital Advisors | History | Reduced | 48,971 | 3,693 | 0.68% | 0.72% | 83 | -343 | -0.7% | Q4 2025 | Feb 11, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Added to | 48,797 | 3,680 | 2.12% | 0.97% | 84 | +27,102 | 124.92% | Q4 2025 | Jan 16, 2026 |
| Greenspring Advisors, LLC | History | Added to | 48,625 | 3,667 | 0.22% | 0.05% | 85 | +44,732 | 1149.04% | Q4 2025 | Feb 10, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 47,459 | 3,579 | 0.76% | 0.64% | 86 | +9,108 | 23.75% | Q4 2025 | Feb 10, 2026 |
| Factorial Partners, LLC | History | New | 47,100 | 3,552 | 2.35% | — | 87 | +47,100 | New | Q4 2025 | Feb 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 46,939 | 3,542 | 0.0% | 0.0% | 88 | +13,149 | 38.91% | Q4 2025 | Jan 08, 2026 |
| Burton Enright Welch | History | Added to | 46,760 | 3,527 | 0.5% | 0.22% | 89 | +27,801 | 146.64% | Q4 2025 | Feb 13, 2026 |
| Unison Advisors LLC | History | Added to | 45,844 | 3,458 | 0.3% | 0.31% | 90 | +269 | 0.59% | Q4 2025 | Jan 21, 2026 |
| CRA Financial Services, LLC | History | Added to | 45,432 | 3,426 | 0.45% | 0.47% | 91 | +237 | 0.52% | Q4 2025 | Jan 16, 2026 |
| Creative Planning | History | Added to | 45,026 | 3,396 | 0.0% | 0.0% | 92 | +23,998 | 114.12% | Q4 2025 | Feb 17, 2026 |
| SCRATCH CAPITAL LLC | History | Reduced | 43,784 | 3,302 | 2.16% | 2.22% | 93 | -703 | -1.58% | Q4 2025 | Jan 13, 2026 |
| Running Point Capital Advisors, LLC | History | Added to | 43,490 | 3,280 | 0.89% | 0.69% | 94 | +9,617 | 28.39% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 43,063 | 3,248 | 0.0% | — | 95 | +43,063 | New | Q4 2025 | Feb 02, 2026 |
| CEERA INVESTMENTS, LLC | History | Reduced | 42,975 | 3,241 | 1.25% | 1.63% | 97 | -25,949 | -37.65% | Q4 2025 | Feb 09, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 42,971 | 3,241 | 0.49% | 0.44% | 96 | +7,163 | 20.0% | Q4 2025 | Feb 05, 2026 |
| Westfuller Advisors, LLC | History | New | 42,962 | 3,240 | 1.31% | — | 98 | +42,962 | New | Q4 2025 | Jan 21, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 42,843 | 3,231 | 0.12% | 0.03% | 99 | +33,530 | 360.03% | Q4 2025 | Jan 07, 2026 |
| IFP Advisors, Inc | History | Added to | 41,696 | 3,145 | 0.07% | 0.07% | 100 | +4,276 | 11.43% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 39,697 | 2,994 | 0.02% | 0.01% | 101 | +7,956 | 25.07% | Q4 2025 | Feb 12, 2026 |
| Heck Capital Advisors, LLC | History | No change | 39,700 | 2,994 | 0.22% | 0.23% | 102 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Added to | 39,581 | 2,985 | 1.58% | 0.25% | 103 | +31,891 | 414.71% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 39,475 | 2,977 | 0.0% | 0.0% | 104 | +39,451 | 164379.17% | Q4 2025 | Feb 13, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | New | 39,433 | 2,974 | 1.69% | — | 105 | +39,433 | New | Q4 2025 | Feb 03, 2026 |
| Astra Wealth Partners LLC | History | Added to | 38,884 | 2,933 | 1.72% | 0.98% | 106 | +19,333 | 98.88% | Q4 2025 | Feb 02, 2026 |
| Maltin Wealth Management, Inc. | History | Reduced | 37,779 | 2,849 | 1.13% | 2.16% | 107 | -30,982 | -45.06% | Q4 2025 | Jan 15, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 37,634 | 2,838 | 1.34% | 3.25% | 108 | -49,961 | -57.04% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 36,586 | 2,759 | 0.05% | 0.05% | 109 | -159 | -0.43% | Q4 2025 | Feb 11, 2026 |
| Cassilly Financial Group LLC | History | New | 36,013 | 2,716 | 2.4% | — | 110 | +36,013 | New | Q4 2025 | Jan 15, 2026 |
| RFP Financial Group LLC | History | Reduced | 35,263 | 2,659 | 1.27% | 1.12% | 111 | -1,217 | -3.34% | Q4 2025 | Feb 13, 2026 |
| Sandhill Capital Partners LLC | History | New | 34,912 | 2,633 | 0.19% | — | 112 | +34,912 | New | Q4 2025 | Feb 12, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 34,649 | 2,613 | 0.08% | 0.12% | 113 | -489 | -1.39% | Q4 2025 | Jan 20, 2026 |
| Cerity Partners LLC | History | New | 32,985 | 2,488 | 0.0% | — | 114 | +32,985 | New | Q4 2025 | Feb 11, 2026 |
| Greystone Financial Group, LLC | History | Added to | 32,365 | 2,441 | 0.38% | 0.36% | 115 | +2,033 | 6.7% | Q4 2025 | Jan 27, 2026 |
| Safe Harbor Family Capital, LLC | History | New | 30,759 | 2,320 | 2.04% | — | 116 | +30,759 | New | Q4 2025 | Jan 30, 2026 |
| Capital Investment Services of America, Inc. | History | Added to | 30,270 | 2,283 | 0.22% | 0.17% | 117 | +5,200 | 20.74% | Q4 2025 | Jan 29, 2026 |
| Quaker Wealth Management, LLC | History | New | 30,142 | 2,273 | 0.72% | — | 118 | +30,142 | New | Q4 2025 | Jan 28, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 29,119 | 2,196 | 0.08% | 0.09% | 119 | -2,650 | -8.34% | Q4 2025 | Jan 13, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 28,406 | 2,142 | 0.84% | 3.0% | 120 | -69,219 | -70.9% | Q4 2025 | Jan 27, 2026 |
| Wrenne Financial Planning LLC | History | Reduced | 26,283 | 1,982 | 0.81% | 0.86% | 121 | -313 | -1.18% | Q4 2025 | Feb 10, 2026 |
| Composition Wealth, LLC | History | New | 24,793 | 1,870 | 0.03% | — | 122 | +24,793 | New | Q4 2025 | Feb 02, 2026 |
| NavPoint Financial, Inc. | History | Added to | 24,423 | 1,842 | 0.79% | 0.46% | 123 | +12,769 | 109.57% | Q4 2025 | Jan 20, 2026 |
| AWM CAPITAL, LLC | History | New | 24,193 | 1,824 | 0.17% | — | 124 | +24,193 | New | Q4 2025 | Feb 17, 2026 |
| Northstar Group, Inc. | History | Reduced | 23,845 | 1,798 | 0.24% | 0.26% | 125 | -85 | -0.36% | Q4 2025 | Feb 13, 2026 |
| Inscription Capital, LLC | History | Added to | 23,809 | 1,795 | 0.18% | 0.09% | 126 | +12,157 | 104.33% | Q4 2025 | Jan 29, 2026 |
| Farrell Financial LLC | History | Added to | 23,773 | 1,793 | 1.06% | 0.16% | 127 | +20,377 | 600.03% | Q4 2025 | Jan 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 22,200 | 1,674 | 0.0% | — | 128 | +22,200 | New | Q4 2025 | Feb 12, 2026 |
| Sage Mountain Advisors LLC | History | Reduced | 21,271 | 1,604 | 0.09% | 0.11% | 129 | -4,329 | -16.91% | Q4 2025 | Jan 23, 2026 |
| Corient Private Wealth LLC | History | Reduced | 21,024 | 1,585 | 0.0% | 0.03% | 131 | -224,915 | -91.45% | Q4 2025 | Mar 09, 2026 |
| Thrive Wealth Management, LLC | History | Added to | 21,022 | 1,585 | 0.23% | 0.11% | 130 | +10,963 | 108.99% | Q4 2025 | Jan 12, 2026 |
| BetterWealth, LLC | History | Added to | 21,002 | 1,584 | 0.36% | 0.37% | 132 | +376 | 1.82% | Q4 2025 | Jan 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 20,551 | 1,550 | 0.04% | 0.02% | 133 | +8,969 | 77.44% | Q4 2025 | Feb 09, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 20,352 | 1,535 | 0.57% | 0.65% | 134 | -2,168 | -9.63% | Q4 2025 | Jan 23, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | No change | 20,000 | 1,509 | 0.2% | 0.2% | 135 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Triumph Capital Management | History | Added to | 19,846 | 1,496 | 0.32% | 0.2% | 136 | +9,915 | 99.84% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 19,433 | 1,465 | 0.01% | 0.0% | 137 | +10,953 | 129.16% | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 19,344 | 1,459 | 0.07% | 0.06% | 138 | +2,983 | 18.23% | Q4 2025 | Feb 13, 2026 |
| GenTrust, LLC | History | Added to | 18,326 | 1,382 | 0.06% | 0.06% | 139 | +1,675 | 10.06% | Q4 2025 | Feb 02, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Added to | 17,931 | 1,352 | 0.36% | 0.14% | 140 | +11,006 | 158.93% | Q4 2025 | Feb 05, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 17,575 | 1,325 | 0.26% | 0.36% | 141 | -5,425 | -23.59% | Q4 2025 | Jan 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 17,368 | 1,310 | 0.0% | 0.0% | 142 | +5,322 | 44.18% | Q4 2025 | Feb 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 16,784 | 1,266 | 0.01% | 0.01% | 143 | +5,804 | 52.86% | Q4 2025 | Feb 17, 2026 |
| Rockbridge Investment Management, LCC | History | New | 16,579 | 1,250 | 0.12% | — | 144 | +16,579 | New | Q4 2025 | Feb 04, 2026 |
| Bravias Capital Group, LLC | History | New | 16,025 | 1,208 | 0.73% | — | 145 | +16,025 | New | Q4 2025 | Jan 29, 2026 |
| Aegis Wealth Management LLC | History | New | 15,565 | 1,174 | 0.66% | — | 146 | +15,565 | New | Q4 2025 | Jan 14, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 15,369 | 1,159 | 0.16% | 0.04% | 147 | +11,678 | 316.39% | Q4 2025 | Jan 06, 2026 |
| Arbor Wealth Advisors LLC | History | No change | 15,255 | 1,150 | 0.82% | 0.86% | 148 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Farther Finance Advisors, LLC | History | New | 14,650 | 1,105 | 0.01% | — | 149 | +14,650 | New | Q4 2025 | Jan 23, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 14,509 | 1,096 | 0.1% | 0.02% | 150 | +11,466 | 376.8% | Q4 2025 | Feb 02, 2026 |
| Family CFO Inc | History | Reduced | 14,261 | 1,075 | 0.48% | 0.53% | 151 | -993 | -6.51% | Q4 2025 | Jan 23, 2026 |
| FCA CORP /TX | History | Added to | 14,211 | 1,071 | 0.3% | 0.26% | 152 | +2,056 | 16.91% | Q4 2025 | Feb 11, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Reduced | 13,588 | 1,024 | 0.28% | 0.48% | 153 | -8,195 | -37.62% | Q4 2025 | Jan 26, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 13,500 | 1,018 | 0.01% | — | 154 | +13,500 | New | Q4 2025 | Jan 30, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | New | 13,374 | 1,008 | 0.11% | — | 155 | +13,374 | New | Q4 2025 | Jan 09, 2026 |
| M Holdings Securities, Inc. | History | New | 13,300 | 1,003 | 0.07% | — | 156 | +13,300 | New | Q4 2025 | Feb 11, 2026 |
| Avestar Capital, LLC | History | New | 13,200 | 995 | 0.06% | — | 157 | +13,200 | New | Q4 2025 | Feb 10, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | New | 13,090 | 987 | 0.14% | — | 158 | +13,090 | New | Q4 2025 | Jan 14, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 12,666 | 955 | 0.01% | — | 159 | +12,666 | New | Q4 2025 | Jan 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 12,539 | 945 | 0.01% | — | 160 | +12,539 | New | Q4 2025 | Jan 29, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 12,335 | 930 | 0.11% | 0.09% | 161 | +1,767 | 16.72% | Q4 2025 | Jan 29, 2026 |
| Successful Portfolios LLC | History | Added to | 12,223 | 922 | 0.47% | 0.24% | 162 | +6,868 | 128.25% | Q4 2025 | Jan 23, 2026 |
| Essex LLC | History | Added to | 12,013 | 906 | 0.16% | 0.13% | 163 | +2,664 | 28.5% | Q4 2025 | Jan 20, 2026 |
| COMERICA BANK | History | Added to | 11,584 | 873 | 0.0% | 0.0% | 164 | +3,459 | 42.57% | Q4 2025 | Jan 29, 2026 |
| Perennial Advisors, LLC | History | New | 11,452 | 863 | 0.14% | — | 165 | +11,452 | New | Q4 2025 | Jan 12, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 11,338 | 855 | 0.03% | 0.03% | 166 | -786 | -6.48% | Q4 2025 | Jan 27, 2026 |
| Ballast Financial Advisors LLC | History | New | 11,098 | 837 | 0.86% | — | 167 | +11,098 | New | Q4 2025 | Feb 17, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 10,682 | 805 | 0.03% | 0.01% | 168 | +6,008 | 128.54% | Q4 2025 | Jan 30, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Reduced | 10,585 | 798 | 0.19% | 0.44% | 169 | -13,172 | -55.44% | Q4 2025 | Feb 11, 2026 |
| Vision Capital Management, Inc. | History | Added to | 10,481 | 790 | 0.1% | 0.09% | 170 | +356 | 3.52% | Q4 2025 | Jan 27, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 10,400 | 784 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | New | 10,368 | 782 | 0.62% | — | 172 | +10,368 | New | Q4 2025 | Feb 12, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 10,340 | 781 | 0.02% | 0.03% | 173 | +434 | 4.38% | Q4 2025 | Jan 23, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 9,965 | 751 | 0.17% | 0.17% | 174 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | New | 9,925 | 748 | 0.15% | — | 175 | +9,925 | New | Q4 2025 | Feb 09, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | New | 9,857 | 743 | 0.2% | — | 176 | +9,857 | New | Q4 2025 | Feb 11, 2026 |
| Approach Retirement Advisors, LLC | History | New | 9,832 | 741 | 0.64% | — | 177 | +9,832 | New | Q4 2025 | Jan 29, 2026 |
| CHOREO, LLC | History | Added to | 9,557 | 720 | 0.01% | 0.01% | 178 | +693 | 7.82% | Q4 2025 | Jan 23, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Reduced | 9,350 | 705 | 0.11% | 0.23% | 179 | -8,689 | -48.17% | Q4 2025 | Feb 06, 2026 |
| Carroll Advisory Group, LLC | History | New | 9,127 | 688 | 0.3% | — | 180 | +9,127 | New | Q4 2025 | Feb 09, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | New | 8,923 | 673 | 0.15% | — | 181 | +8,923 | New | Q4 2025 | Feb 09, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Reduced | 8,786 | 662 | 0.29% | 0.34% | 182 | -1,503 | -14.61% | Q4 2025 | Jan 14, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 8,506 | 641 | 0.07% | 2.48% | 183 | -300,114 | -97.24% | Q4 2025 | Jan 29, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 8,344 | 629 | 0.11% | 0.11% | 184 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| GEN Financial Management, INC. | History | New | 8,168 | 616 | 0.39% | — | 185 | +8,168 | New | Q4 2025 | Jan 15, 2026 |
| TAGStone Capital, Inc. | History | Added to | 8,046 | 606 | 0.23% | 0.16% | 186 | +2,656 | 49.28% | Q4 2025 | Feb 10, 2026 |
| Pictet North America Advisors SA | History | Added to | 7,500 | 565 | 0.05% | 0.03% | 187 | +3,590 | 91.82% | Q4 2025 | Jan 16, 2026 |
| Beckerman Institutional, LLC | History | No change | 7,500 | 565 | 0.32% | 0.33% | 188 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TMB Capital Partners, LLC | History | New | 7,095 | 535 | 0.18% | — | 189 | +7,095 | New | Q4 2025 | Feb 19, 2026 |
| Partners in Financial Planning | History | Added to | 7,073 | 533 | 0.09% | 0.05% | 191 | +3,520 | 99.07% | Q4 2025 | Feb 02, 2026 |
| Private Advisor Group, LLC | History | Reduced | 7,075 | 533 | 0.0% | 0.0% | 190 | -3,513 | -33.18% | Q4 2025 | Feb 17, 2026 |
| Blackhawk Capital Partners, LLC | History | No change | 6,832 | 515 | 0.19% | 0.2% | 192 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 6,795 | 512 | 0.01% | 0.1% | 193 | -59,142 | -89.69% | Q4 2025 | Feb 17, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | New | 6,760 | 509 | 0.2% | — | 194 | +6,760 | New | Q4 2025 | Feb 17, 2026 |
| Mountain Capital Investment Advisors Inc. | History | New | 6,662 | 503 | 0.08% | — | 195 | +6,662 | New | Q4 2025 | Jan 28, 2026 |
| Planning Center, Inc. | History | Reduced | 6,556 | 494 | 0.05% | 0.06% | 196 | -608 | -8.49% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | New | 6,532 | 492 | 0.0% | — | 197 | +6,532 | New | Q4 2025 | Feb 13, 2026 |
| Coyle Financial Counsel LLC | History | New | 6,349 | 478 | 0.1% | — | 198 | +6,349 | New | Q4 2025 | Feb 10, 2026 |
| Guardian Wealth Management, Inc. | History | New | 6,167 | 465 | 0.27% | — | 199 | +6,167 | New | Q4 2025 | Feb 13, 2026 |
| Private Advisory Group LLC | History | Added to | 5,833 | 439 | 0.03% | 0.04% | 200 | +171 | 3.02% | Q4 2025 | Jan 15, 2026 |
| MATHER GROUP, LLC. | History | No change | 5,761 | 434 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Baker Avenue Asset Management, LP | History | New | 5,725 | 431 | 0.01% | — | 202 | +5,725 | New | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | New | 5,725 | 431 | 0.0% | — | 203 | +5,725 | New | Q4 2025 | Feb 17, 2026 |
| Passive Capital Management, LLC. | History | New | 5,576 | 420 | 0.13% | — | 204 | +5,576 | New | Q4 2025 | Feb 05, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 5,532 | 417 | 0.0% | 0.0% | 205 | +1,864 | 50.82% | Q4 2025 | Feb 13, 2026 |
| XTX Topco Ltd | History | New | 5,490 | 414 | 0.01% | — | 208 | +5,490 | New | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 5,500 | 414 | 0.01% | 0.01% | 206 | -1,789 | -24.54% | Q4 2025 | Jan 14, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 5,500 | 414 | 0.06% | 0.08% | 207 | -1,050 | -16.03% | Q4 2025 | Jan 09, 2026 |
| New Insight Wealth Advisors | History | Reduced | 5,350 | 403 | 0.14% | 0.17% | 210 | -707 | -11.67% | Q4 2025 | Feb 17, 2026 |
| Custos Family Office, LLC | History | Added to | 5,346 | 403 | 0.28% | 0.23% | 209 | +66 | 1.25% | Q4 2025 | Feb 17, 2026 |
| Fortune Financial Advisors, LLC | History | New | 5,339 | 402 | 0.27% | — | 211 | +5,339 | New | Q4 2025 | Jan 23, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | New | 5,304 | 400 | 0.21% | — | 212 | +5,304 | New | Q4 2025 | Feb 10, 2026 |
| FIDUCIARY TRUST CO | History | No change | 5,300 | 399 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BURNEY CO/ | History | New | 5,128 | 386 | 0.01% | — | 214 | +5,128 | New | Q4 2025 | Jan 23, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | New | 5,051 | 380 | 0.02% | — | 215 | +5,051 | New | Q4 2025 | Jan 21, 2026 |
| Cetera Investment Advisers | History | Reduced | 4,731 | 356 | 0.0% | 0.0% | 216 | -937 | -16.53% | Q4 2025 | Feb 17, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 4,620 | 348 | 0.13% | 0.13% | 217 | +318 | 7.39% | Q4 2025 | Feb 05, 2026 |
| Eaton-Cambridge Inc. | History | New | 4,612 | 347 | 0.11% | — | 218 | +4,612 | New | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 4,442 | 335 | 0.0% | 0.0% | 219 | +19 | 0.43% | Q4 2025 | Jan 26, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 4,393 | 331 | 0.02% | — | 220 | +4,393 | New | Q4 2025 | Jan 15, 2026 |
| SMITH, MOORE & CO. | History | New | 4,380 | 330 | 0.02% | — | 221 | +4,380 | New | Q4 2025 | Jan 23, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 4,377 | 330 | 0.04% | 0.04% | 222 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Financial Architects, LLC | History | Added to | 4,355 | 328 | 0.18% | 0.19% | 223 | +35 | 0.81% | Q4 2025 | Jan 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 4,324 | 326 | 0.0% | 0.0% | 224 | +721 | 20.01% | Q4 2025 | Feb 13, 2026 |
| PALLADIEM, LLC | History | New | 4,305 | 324 | 0.31% | — | 225 | +4,305 | New | Q4 2025 | Feb 11, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 4,300 | 324 | 0.04% | — | 226 | +4,300 | New | Q4 2025 | Jan 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 4,151 | 313 | 0.0% | 0.0% | 227 | +28 | 0.68% | Q4 2025 | Feb 18, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | New | 4,052 | 305 | 0.05% | — | 228 | +4,052 | New | Q4 2025 | Feb 03, 2026 |
| SYKON CAPITAL LLC | History | New | 3,856 | 290 | 0.09% | — | 229 | +3,856 | New | Q4 2025 | Feb 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 3,755 | 283 | 0.05% | — | 230 | +3,755 | New | Q4 2025 | Feb 17, 2026 |
| Ascent Group, LLC | History | New | 3,738 | 281 | 0.01% | — | 231 | +3,738 | New | Q4 2025 | Jan 20, 2026 |
| Lido Advisors, LLC | History | No change | 3,685 | 278 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Innova Wealth Partners | History | Reduced | 3,609 | 272 | 0.14% | 0.39% | 233 | -5,952 | -62.25% | Q4 2025 | Jan 07, 2026 |
| Geneva Partners, LLC | History | Added to | 3,587 | 270 | 0.1% | 0.09% | 234 | +154 | 4.49% | Q4 2025 | Feb 03, 2026 |
| Empower Advisory Group, LLC | History | No change | 3,575 | 269 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | New | 3,566 | 268 | 0.03% | — | 236 | +3,566 | New | Q4 2025 | Feb 18, 2026 |
| Castleview Partners, LLC | History | Reduced | 3,521 | 265 | 0.13% | 0.41% | 237 | -6,352 | -64.34% | Q4 2025 | Jan 12, 2026 |
| Valued Retirements, Inc. | History | New | 3,392 | 255 | 0.25% | — | 238 | +3,392 | New | Q4 2025 | Feb 09, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 3,254 | 245 | 0.02% | 0.02% | 239 | +41 | 1.28% | Q4 2025 | Feb 17, 2026 |
| MOSAIC FINANCIAL GROUP, LLC | History | New | 3,237 | 244 | 0.17% | — | 240 | +3,237 | New | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 3,216 | 242 | 0.0% | — | 241 | +3,216 | New | Q4 2025 | Feb 18, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 3,099 | 233 | 0.02% | — | 242 | +3,099 | New | Q4 2025 | Jan 23, 2026 |
| CPA Asset Management Group, LLC | History | No change | 3,058 | 230 | 0.08% | 0.09% | 243 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Pillar Financial Advisors, LLC | History | New | 3,031 | 228 | 0.14% | — | 244 | +3,031 | New | Q4 2025 | Feb 02, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 2,982 | 224 | 0.0% | 0.01% | 245 | -2,982 | -50.0% | Q4 2025 | Feb 11, 2026 |
| BTG Pactual Asset Management US LLC | History | Reduced | 2,909 | 219 | 0.02% | 0.03% | 246 | -5,676 | -66.12% | Q4 2025 | Feb 17, 2026 |
| Victrix Investment Advisors | History | New | 2,895 | 218 | 0.08% | — | 247 | +2,895 | New | Q4 2025 | Feb 11, 2026 |
| American Institute for Advanced Investment Management, LLP | History | New | 2,860 | 215 | 0.14% | — | 249 | +2,860 | New | Q4 2025 | Feb 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 2,857 | 215 | 0.0% | — | 248 | +2,857 | New | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | New | 2,797 | 211 | 0.0% | — | 250 | +2,797 | New | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Reduced | 2,742 | 206 | 0.0% | 0.0% | 251 | -226 | -7.61% | Q4 2025 | Feb 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Added to | 2,719 | 205 | 0.01% | 0.01% | 252 | +2 | 0.07% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,560 | 193 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 2,295 | 174 | 0.06% | 0.02% | 254 | +1,427 | 164.4% | Q4 2025 | Feb 10, 2026 |
| TORONTO DOMINION BANK | History | New | 1,950 | 147 | 0.0% | — | 255 | +1,950 | New | Q4 2025 | Feb 17, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 1,255 | 94 | 0.02% | 0.02% | 256 | +15 | 1.21% | Q4 2025 | Feb 27, 2026 |
| FIDUCIARY ADVISORS, INC. | History | New | 960 | 72 | 0.05% | — | 257 | +960 | New | Q4 2025 | Jan 27, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 878 | 66 | 0.03% | 0.03% | 258 | +142 | 19.29% | Q4 2025 | Feb 04, 2026 |
| Signature Equity Partners, LLC | History | New | 738 | 55 | 0.03% | — | 259 | +738 | New | Q4 2025 | Feb 17, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 542 | 41 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| EASTERN BANK | History | New | 541 | 40 | 0.0% | — | 261 | +541 | New | Q4 2025 | Jan 14, 2026 |
| IMA Advisory Services, Inc. | History | New | 487 | 36 | 0.0% | — | 262 | +487 | New | Q4 2025 | Feb 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 307 | 23 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Evolution Advisers, Inc. | History | No change | 220 | 16 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 174 | 13 | 0.0% | — | 265 | +174 | New | Q4 2025 | Feb 12, 2026 |
| ST GERMAIN D J CO INC | History | New | 152 | 11 | 0.0% | — | 266 | +152 | New | Q4 2025 | Jan 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 109 | 8 | 0.0% | — | 267 | +109 | New | Q4 2025 | Feb 17, 2026 |
| Bogart Wealth, LLC | History | New | 55 | 4 | 0.0% | — | 268 | +55 | New | Q4 2025 | Jan 30, 2026 |
| Garde Capital, Inc. | History | Closed out | 0 | 0 | — | 1.44% | — | -389,746 | -100.0% | Q3 2025 | Dec 16, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.02% | — | -63,164 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Balefire, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -27,414 | -100.0% | Q3 2025 | Oct 08, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,089 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HBK Sorce Advisory LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,505 | -100.0% | Q3 2025 | Oct 16, 2025 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,174 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -5,945 | -100.0% | Q3 2025 | Oct 24, 2025 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -5,834 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,381 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Modera Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,631 | -100.0% | Q3 2025 | Oct 31, 2025 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.03% | — | -4,300 | -100.0% | Q3 2025 | Oct 07, 2025 |
| ALESCO ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,300 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,824 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Twelve Points Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,434 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Schiavi & Co LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,651 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Morton Capital Management LLC/CA | History | Closed out | 0 | 0 | — | 0.03% | — | -2,651 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,012 | -100.0% | Q3 2025 | Oct 08, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,035 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Rockefeller Capital Management L.P. | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Mar 16, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Gould Capital, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |