VANGUARD SCOTTSDALE FUNDS - VCLT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 10 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 7,276,765 | 551,942 | 0.03% | 0.04% | 1 | -1,283,773 | -15.0% | Q4 2025 | Feb 13, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 3,112,025 | 237,167 | 0.76% | 0.74% | 2 | +235,758 | 8.2% | Q4 2025 | Feb 18, 2026 |
| Meiji Yasuda Life Insurance Co | History | No change | 2,833,000 | 214,883 | 6.23% | 6.33% | 3 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,645,928 | 200,693 | 0.01% | 0.01% | 4 | -83,015 | -3.04% | Q4 2025 | Feb 17, 2026 |
| ALLIANZ SE | History | New | 2,416,012 | 183,254 | 2.36% | — | 5 | +2,416,012 | New | Q4 2025 | Feb 13, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 1,868,793 | 141,747 | 2.57% | 3.28% | 6 | -63,702 | -3.3% | Q4 2025 | Jan 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,719,661 | 130,436 | 0.02% | 0.02% | 7 | +57,497 | 3.46% | Q4 2025 | Feb 13, 2026 |
| Varma Mutual Pension Insurance Co | History | New | 1,600,000 | 121,360 | 0.73% | — | 8 | +1,600,000 | New | Q4 2025 | Feb 02, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 1,265,890 | 96,017 | 1.12% | 1.36% | 9 | +51,600 | 4.25% | Q4 2025 | Feb 05, 2026 |
| UBS Group AG | History | Added to | 857,697 | 65,056 | 0.01% | 0.01% | 10 | +176,563 | 25.92% | Q4 2025 | Jan 29, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 845,731 | 64,148 | 2.08% | 0.91% | 11 | +525,553 | 164.14% | Q4 2025 | Feb 17, 2026 |
| GDS Wealth Management | History | Added to | 742,405 | 56,311 | 3.52% | 3.37% | 12 | +85,826 | 13.07% | Q4 2025 | Feb 02, 2026 |
| LPL Financial LLC | History | Added to | 715,502 | 54,270 | 0.01% | 0.01% | 13 | +93,379 | 15.01% | Q4 2025 | Feb 11, 2026 |
| Angeles Investment Advisors, LLC | History | Reduced | 712,400 | 54,035 | 3.61% | 5.61% | 14 | -388,500 | -35.29% | Q4 2025 | Feb 17, 2026 |
| GLOBE LIFE INC. | History | No change | 704,500 | 53,436 | 13.43% | 13.67% | 15 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 639,631 | 48,516 | 0.01% | — | 16 | +639,631 | New | Q4 2025 | Feb 17, 2026 |
| NYL Investors LLC | History | Added to | 638,807 | 48,453 | 16.46% | 16.07% | 17 | +8,879 | 1.41% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 632,193 | 47,951 | 0.0% | 0.0% | 18 | +408,177 | 182.21% | Q4 2025 | Feb 11, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 572,513 | 43,425 | 0.24% | 0.41% | 19 | -381,028 | -39.96% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 570,850 | 43,298 | 0.0% | 0.0% | 20 | -51,353 | -8.25% | Q4 2025 | Feb 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 560,087 | 42,482 | 0.01% | 0.01% | 21 | +9,754 | 1.77% | Q4 2025 | Feb 17, 2026 |
| Jefferies Financial Group Inc. | History | New | 542,453 | 41,145 | 0.21% | — | 22 | +542,453 | New | Q4 2025 | Feb 09, 2026 |
| Advisory Alpha, LLC | History | Added to | 537,679 | 40,786 | 1.11% | 1.13% | 23 | +17,158 | 3.3% | Q4 2025 | Feb 06, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 532,106 | 40,360 | 0.07% | 0.06% | 24 | +77,300 | 17.0% | Q4 2025 | Jan 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 529,970 | 40,181 | 0.01% | 0.01% | 25 | -30,551 | -5.45% | Q4 2025 | Feb 17, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 466,404 | 35,377 | 0.39% | 0.4% | 26 | +7,630 | 1.66% | Q4 2025 | Feb 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 461,597 | 35,012 | 0.01% | 0.01% | 27 | -138,518 | -23.08% | Q4 2025 | Feb 18, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | Reduced | 461,600 | 35,012 | 15.67% | 19.42% | 28 | -22,500 | -4.65% | Q4 2025 | Feb 11, 2026 |
| Diana Davis Spencer Foundation | History | No change | 461,000 | 34,966 | 11.8% | 12.05% | 29 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 451,623 | 34,255 | 0.01% | 0.01% | 30 | +60,510 | 15.47% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 450,862 | 34,197 | 0.0% | 0.0% | 31 | +196,962 | 77.57% | Q4 2025 | Feb 17, 2026 |
| Davidson Capital Management Inc. | History | Added to | 422,785 | 32,068 | 6.94% | 6.39% | 32 | +54,315 | 14.74% | Q4 2025 | Jan 28, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 398,650 | 30,237 | 3.47% | 3.58% | 33 | +7,724 | 1.98% | Q4 2025 | Jan 02, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 391,270 | 29,677 | 1.45% | 1.64% | 34 | -22,927 | -5.54% | Q4 2025 | Feb 13, 2026 |
| 1832 Asset Management L.P. | History | Added to | 360,123 | 27,315 | 0.02% | 0.02% | 35 | +10,539 | 3.01% | Q4 2025 | Feb 13, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 353,323 | 26,799 | 3.32% | 3.11% | 36 | +10,865 | 3.17% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 344,801 | 26,153 | 0.06% | 0.07% | 37 | +23,731 | 7.39% | Q4 2025 | Feb 13, 2026 |
| DOW CHEMICAL CO /DE/ | History | Added to | 338,746 | 25,693 | 12.53% | 9.38% | 38 | +22,954 | 7.27% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 334,453 | 25,368 | 0.03% | 0.01% | 39 | +215,379 | 180.88% | Q4 2025 | Feb 06, 2026 |
| Bramshill Investments, LLC | History | Reduced | 323,392 | 24,529 | 1.39% | 1.72% | 40 | -907 | -0.28% | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 317,160 | 24,056 | 0.07% | 0.08% | 41 | -22,680 | -6.67% | Q4 2025 | Jan 26, 2026 |
| SWAN Capital LLC | History | Added to | 282,137 | 21,400 | 8.32% | 8.26% | 42 | +19,873 | 7.58% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | New | 277,369 | 21,038 | 0.0% | — | 43 | +277,369 | New | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 245,117 | 18,592 | 0.05% | 0.05% | 44 | +4,223 | 1.75% | Q4 2025 | Feb 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 243,934 | 18,502 | 0.0% | 0.0% | 45 | +190,834 | 359.39% | Q4 2025 | Feb 17, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 236,450 | 17,934 | 0.53% | 0.51% | 46 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 235,577 | 17,877 | 0.03% | 0.03% | 47 | -10,442 | -4.24% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 220,670 | 16,737 | 0.0% | 0.0% | 48 | +211,023 | 2187.45% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 220,350 | 16,714 | 0.05% | 0.05% | 49 | +8,567 | 4.05% | Q4 2025 | Jan 26, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 212,919 | 16,149 | 3.8% | 3.85% | 50 | +3,287 | 1.57% | Q4 2025 | Feb 05, 2026 |
| MidWestOne Financial Group, Inc. | History | Reduced | 208,197 | 15,791 | 1.75% | 2.32% | 51 | -38,338 | -15.55% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 208,100 | 15,784 | 0.02% | 0.02% | 52 | +14,243 | 7.35% | Q4 2025 | Feb 17, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Reduced | 190,699 | 14,464 | 0.92% | 1.05% | 53 | -2,144 | -1.11% | Q4 2025 | Feb 04, 2026 |
| BARINGS LLC | History | Added to | 190,000 | 14,411 | 0.27% | 0.13% | 54 | +100,060 | 111.25% | Q4 2025 | Feb 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 186,485 | 14,144 | 0.02% | 0.02% | 55 | -575 | -0.31% | Q4 2025 | Feb 02, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 181,763 | 13,786 | 0.1% | 0.21% | 56 | -130,125 | -41.72% | Q4 2025 | Jan 14, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 178,533 | 13,541 | 0.15% | 0.2% | 57 | -4,684 | -2.56% | Q4 2025 | Feb 03, 2026 |
| SEI INVESTMENTS CO | History | Added to | 176,902 | 13,418 | 0.01% | 0.01% | 58 | +103,620 | 141.4% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 172,001 | 13,046 | 0.01% | 0.01% | 59 | -5,280 | -2.98% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 169,932 | 12,889 | 0.0% | 0.0% | 60 | +5,123 | 3.11% | Q4 2025 | Mar 25, 2026 |
| AMG National Trust Bank | History | Reduced | 167,622 | 12,714 | 0.3% | 0.33% | 61 | -7,964 | -4.54% | Q4 2025 | Jan 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 166,602 | 12,636 | 0.04% | 0.05% | 62 | +2,660 | 1.62% | Q4 2025 | Jan 15, 2026 |
| Destiny Wealth Partners, LLC | History | New | 163,615 | 12,572 | 1.44% | — | 63 | +163,615 | New | Q4 2025 | Feb 03, 2026 |
| Northeast Financial Group, Inc. | History | Added to | 157,938 | 11,983 | 2.71% | 2.85% | 64 | +10,613 | 7.2% | Q4 2025 | Feb 17, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 154,216 | 11,697 | 0.08% | 0.08% | 65 | +4,661 | 3.12% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 146,233 | 11,091 | 0.0% | 0.01% | 66 | -483,215 | -76.77% | Q4 2025 | Feb 12, 2026 |
| Estate Counselors, LLC | History | New | 141,405 | 10,725 | 0.9% | — | 67 | +141,405 | New | Q4 2025 | Feb 02, 2026 |
| Providence First Trust Co | History | Reduced | 140,821 | 10,681 | 3.7% | 3.97% | 68 | -6,470 | -4.39% | Q4 2025 | Feb 03, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 138,815 | 10,529 | 0.02% | 0.02% | 69 | +13,600 | 10.86% | Q4 2025 | Feb 11, 2026 |
| Revisor Wealth Management LLC | History | Added to | 135,381 | 10,370 | 2.78% | 3.36% | 70 | +9,508 | 7.55% | Q4 2025 | Jan 27, 2026 |
| Passumpsic Savings Bank | History | New | 133,951 | 10,160 | 5.56% | — | 71 | +133,951 | New | Q4 2025 | Feb 05, 2026 |
| Prospect Financial Services LLC | History | Added to | 129,864 | 9,850 | 5.66% | 5.4% | 72 | +8,920 | 7.38% | Q4 2025 | Feb 06, 2026 |
| Cordoba Advisory Partners LLC | History | New | 125,903 | 9,549 | 2.36% | — | 73 | +125,903 | New | Q4 2025 | Feb 13, 2026 |
| LeConte Wealth Management, LLC | History | Reduced | 123,882 | 9,396 | 6.14% | 6.87% | 74 | -8,555 | -6.46% | Q4 2025 | Jan 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 119,597 | 9,071 | 0.03% | 0.06% | 75 | -44,903 | -27.3% | Q4 2025 | Feb 18, 2026 |
| J.E. Simmons & Co., P.C. | History | New | 118,434 | 8,983 | 5.82% | — | 76 | +118,434 | New | Q4 2025 | Feb 13, 2026 |
| Lighthouse Financial LLC | History | Reduced | 109,129 | 8,277 | 5.41% | 5.81% | 77 | -4,213 | -3.72% | Q4 2025 | Feb 17, 2026 |
| Marmo Financial Group, LLC | History | Added to | 106,169 | 8,052 | 3.81% | 3.92% | 78 | +1,932 | 1.85% | Q4 2025 | Feb 03, 2026 |
| One Wealth Map LLC | History | Added to | 104,594 | 7,928 | 4.03% | 3.98% | 79 | +6,999 | 7.17% | Q4 2025 | Feb 04, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 101,046 | 7,664 | 2.99% | 2.94% | 80 | +5,784 | 6.07% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 99,042 | 7,512 | 0.01% | 0.01% | 81 | +36,354 | 57.99% | Q4 2025 | Feb 12, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 98,563 | 7,476 | 2.17% | 2.12% | 82 | +7,493 | 8.23% | Q4 2025 | Jan 08, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 98,295 | 7,455 | 1.25% | 1.34% | 83 | +2,613 | 2.73% | Q4 2025 | Jan 26, 2026 |
| HRT FINANCIAL LP | History | Added to | 96,604 | 7,327 | 0.02% | 0.03% | 84 | +4,731 | 5.15% | Q4 2025 | Feb 12, 2026 |
| Sagace Wealth Management LLC | History | Added to | 96,236 | 7,299 | 4.95% | 5.01% | 85 | +1,199 | 1.26% | Q4 2025 | Feb 02, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 95,391 | 7,235 | 0.05% | 0.06% | 86 | +4,231 | 4.64% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 93,836 | 7,117 | 0.0% | 0.0% | 87 | +15,788 | 20.23% | Q4 2025 | Feb 17, 2026 |
| Antonelli Financial Advisors, LLC | History | Added to | 92,056 | 6,982 | 4.59% | 4.41% | 88 | +8,519 | 10.2% | Q4 2025 | Jan 27, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 87,045 | 6,773 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 88,153 | 6,686 | 0.08% | — | 90 | +88,153 | New | Q4 2025 | Jan 29, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 83,489 | 6,332 | 0.1% | 0.1% | 91 | +9,516 | 12.86% | Q4 2025 | Feb 05, 2026 |
| RHL GROUP, LLC | History | New | 81,335 | 6,169 | 4.96% | — | 92 | +81,335 | New | Q4 2025 | Feb 09, 2026 |
| Marion Wealth Management | History | Added to | 79,278 | 6,084 | 1.35% | 1.41% | 93 | +2,798 | 3.66% | Q4 2025 | Jan 26, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 79,788 | 6,051 | 0.11% | 0.1% | 94 | +3,584 | 4.7% | Q4 2025 | Feb 12, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 74,570 | 5,656 | 0.71% | 0.6% | 95 | +18,618 | 33.27% | Q4 2025 | Jan 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 68,466 | 5,220 | 0.01% | — | 96 | +68,466 | New | Q4 2025 | Feb 05, 2026 |
| Refined Wealth Management | History | Reduced | 66,754 | 5,063 | 3.41% | 3.38% | 97 | -945 | -1.4% | Q4 2025 | Jan 15, 2026 |
| Purpose Unlimited Inc. | History | New | 64,730 | 4,909 | 0.22% | — | 98 | +64,730 | New | Q4 2025 | Mar 20, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 63,214 | 4,794 | 1.35% | 1.33% | 99 | +4,360 | 7.41% | Q4 2025 | Jan 23, 2026 |
| Invesco Ltd. | History | Reduced | 63,111 | 4,786 | 0.0% | 0.0% | 100 | -1,301 | -2.02% | Q4 2025 | Feb 19, 2026 |
| Bank of New York Mellon Corp | History | Added to | 63,011 | 4,779 | 0.0% | 0.0% | 101 | +15,176 | 31.73% | Q4 2025 | Feb 10, 2026 |
| NewSquare Capital LLC | History | Reduced | 60,995 | 4,626 | 0.41% | 0.35% | 102 | -5,373 | -8.1% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 59,360 | 4,502 | 0.01% | 0.0% | 103 | +43,857 | 282.89% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 58,146 | 4,410 | 0.05% | 0.05% | 104 | +2,074 | 3.7% | Q4 2025 | Feb 05, 2026 |
| Mechanics Bank Trust Department | History | Added to | 57,164 | 4,335 | 0.57% | 0.49% | 105 | +12,606 | 28.29% | Q4 2025 | Jan 14, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 56,724 | 4,302 | 0.6% | 0.82% | 106 | -12,856 | -18.48% | Q4 2025 | Feb 09, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 56,005 | 4,247 | 1.93% | 1.96% | 107 | +3,081 | 5.82% | Q4 2025 | Jan 12, 2026 |
| 4Thought Financial Group Inc. | History | Added to | 55,376 | 4,200 | 2.08% | 2.13% | 108 | +1,130 | 2.08% | Q4 2025 | Jan 29, 2026 |
| COMERICA BANK | History | Added to | 54,877 | 4,162 | 0.02% | 0.01% | 109 | +4,153 | 8.19% | Q4 2025 | Jan 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 54,500 | 4,133 | 0.0% | — | 110 | +54,500 | New | Q4 2025 | Feb 13, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 51,066 | 3,873 | 0.2% | 0.17% | 111 | +9,933 | 24.15% | Q4 2025 | Jan 27, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 49,000 | 3,716 | 0.0% | — | 112 | +49,000 | New | Q4 2025 | Feb 02, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 48,327 | 3,705 | 0.91% | 0.97% | 113 | +1,427 | 3.04% | Q4 2025 | Jan 23, 2026 |
| Cornerstone National Bank & Trust Co | History | Added to | 48,659 | 3,690 | 1.47% | 1.31% | 114 | +7,257 | 17.53% | Q4 2025 | Jan 29, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 47,254 | 3,584 | 0.01% | 0.02% | 115 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 47,115 | 3,573 | 1.52% | 1.54% | 116 | +3,147 | 7.16% | Q4 2025 | Jan 26, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 46,971 | 3,562 | 0.19% | 0.2% | 117 | +5,499 | 13.26% | Q4 2025 | Jan 26, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 45,245 | 3,431 | 0.12% | 0.55% | 118 | -139,882 | -75.56% | Q4 2025 | Jan 27, 2026 |
| &PARTNERS | History | Reduced | 45,244 | 3,388 | 0.02% | 0.03% | 119 | -8,936 | -16.49% | Q4 2025 | Feb 17, 2026 |
| SYKON CAPITAL LLC | History | Added to | 44,436 | 3,370 | 1.08% | 1.05% | 120 | +3,921 | 9.68% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Wealth | History | Reduced | 44,136 | 3,347 | 0.0% | 0.01% | 121 | -5,766 | -11.55% | Q4 2025 | Feb 13, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 40,786 | 3,093 | 0.43% | 0.32% | 122 | +11,233 | 38.01% | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 40,545 | 3,075 | 0.0% | 0.0% | 123 | +2,669 | 7.05% | Q4 2025 | Feb 13, 2026 |
| WESBANCO BANK INC | History | Reduced | 39,524 | 2,997 | 0.08% | 0.09% | 124 | -3 | -0.01% | Q4 2025 | Feb 03, 2026 |
| Prospera Financial Services Inc | History | Added to | 38,818 | 2,944 | 0.05% | 0.05% | 125 | +525 | 1.37% | Q4 2025 | Feb 09, 2026 |
| IFG Advisory, LLC | History | Added to | 38,222 | 2,899 | 0.13% | 0.13% | 126 | +2,531 | 7.09% | Q4 2025 | Feb 10, 2026 |
| Palogic Value Management, L.P. | History | Reduced | 36,567 | 2,776 | 1.16% | 1.15% | 127 | -199 | -0.54% | Q4 2025 | Feb 17, 2026 |
| Advisors Preferred, LLC | History | Reduced | 36,002 | 2,727 | 0.44% | 0.94% | 128 | -45,969 | -56.08% | Q4 2025 | Feb 02, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 34,926 | 2,649 | 0.07% | 0.07% | 129 | +2,669 | 8.27% | Q4 2025 | Feb 17, 2026 |
| Meadowbrook Advisors Group, LLC | History | New | 34,808 | 2,640 | 1.48% | — | 130 | +34,808 | New | Q4 2025 | Mar 11, 2026 |
| Transcendent Capital Group LLC | History | Added to | 33,937 | 2,574 | 1.17% | 1.16% | 131 | +507 | 1.52% | Q4 2025 | Jan 26, 2026 |
| Dai-ichi Life Insurance Company, Ltd | History | Added to | 33,189 | 2,517 | 0.06% | 0.05% | 132 | +5,529 | 19.99% | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 32,780 | 2,486 | 0.12% | 0.15% | 133 | +959 | 3.01% | Q4 2025 | Jan 28, 2026 |
| Creative Planning | History | Reduced | 30,881 | 2,342 | 0.0% | 0.0% | 134 | -1,658 | -5.1% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 29,225 | 2,216 | 0.0% | 0.0% | 135 | +2,477 | 9.26% | Q4 2025 | Feb 10, 2026 |
| WealthShield Partners, LLC | History | Added to | 28,568 | 2,166 | 0.24% | 0.23% | 136 | +1,981 | 7.45% | Q4 2025 | Feb 03, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 28,203 | 2,139 | 0.06% | 0.06% | 137 | +491 | 1.77% | Q4 2025 | Feb 02, 2026 |
| Farrell Financial LLC | History | Added to | 28,086 | 2,130 | 1.26% | 1.36% | 138 | +103 | 0.37% | Q4 2025 | Jan 12, 2026 |
| ALESCO ADVISORS LLC | History | Reduced | 27,660 | 2,098 | 0.05% | 0.06% | 139 | -3,040 | -9.9% | Q4 2025 | Jan 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 27,555 | 2,090 | 0.04% | 0.02% | 140 | +14,385 | 109.23% | Q4 2025 | Feb 05, 2026 |
| Arax Advisory Partners | History | New | 27,546 | 2,089 | 0.06% | — | 141 | +27,546 | New | Q4 2025 | Feb 13, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | New | 26,680 | 2,023 | 0.32% | — | 142 | +26,680 | New | Q4 2025 | Feb 03, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 26,664 | 2,022 | 0.05% | 0.06% | 143 | -4,165 | -13.51% | Q4 2025 | Feb 03, 2026 |
| CITIGROUP INC | History | Added to | 26,292 | 1,994 | 0.0% | 0.0% | 144 | +1,158 | 4.61% | Q4 2025 | Feb 13, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 25,815 | 1,958 | 0.72% | 0.75% | 145 | +1,011 | 4.08% | Q4 2025 | Feb 05, 2026 |
| DEARBORN PARTNERS LLC | History | Reduced | 25,734 | 1,951 | 0.1% | 0.1% | 146 | -693 | -2.62% | Q4 2025 | Feb 11, 2026 |
| Wealthfront Advisers LLC | History | Added to | 25,572 | 1,939 | 0.0% | 0.0% | 147 | +1,202 | 4.93% | Q4 2025 | Jan 30, 2026 |
| COMMERCE BANK | History | Added to | 25,246 | 1,914 | 0.01% | 0.01% | 148 | +13,666 | 118.01% | Q4 2025 | Feb 13, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 24,149 | 1,831 | 0.81% | 0.34% | 149 | +9,457 | 64.37% | Q4 2025 | Feb 12, 2026 |
| NorthRock Partners, LLC | History | Added to | 23,830 | 1,807 | 0.03% | 0.03% | 150 | +1,165 | 5.14% | Q4 2025 | Feb 17, 2026 |
| WJ Financial Advisors LLC | History | Reduced | 22,306 | 1,691 | 1.51% | 1.7% | 151 | -298 | -1.32% | Q4 2025 | Feb 02, 2026 |
| Edgestream Partners, L.P. | History | New | 22,100 | 1,676 | 0.05% | — | 152 | +22,100 | New | Q4 2025 | Feb 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 22,048 | 1,672 | 0.05% | 0.01% | 153 | +16,491 | 296.76% | Q4 2025 | Feb 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 21,353 | 1,619 | 0.18% | 0.16% | 154 | +3,534 | 19.83% | Q4 2025 | Jan 14, 2026 |
| Cerity Partners LLC | History | New | 20,753 | 1,574 | 0.0% | — | 155 | +20,753 | New | Q4 2025 | Feb 11, 2026 |
| LifeGoal Investments, LLC | History | Added to | 20,667 | 1,567 | 1.04% | 1.23% | 156 | +1,626 | 8.54% | Q4 2025 | Jan 15, 2026 |
| AXS Investments LLC | History | Reduced | 20,259 | 1,536 | 0.74% | 0.69% | 157 | -46 | -0.23% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 20,107 | 1,525 | 0.04% | 0.02% | 158 | +8,897 | 79.37% | Q4 2025 | Jan 28, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 19,701 | 1,494 | 1.53% | 1.56% | 159 | +1,204 | 6.51% | Q4 2025 | Jan 23, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 19,469 | 1,476 | 0.16% | 0.17% | 160 | -558 | -2.79% | Q4 2025 | Jan 29, 2026 |
| Corient Private Wealth LLC | History | Reduced | 19,444 | 1,474 | 0.0% | 0.0% | 161 | -2,472 | -11.28% | Q4 2025 | Mar 09, 2026 |
| Topsail Wealth Management, LLC | History | Reduced | 19,359 | 1,468 | 0.21% | 0.32% | 162 | -4,773 | -19.78% | Q4 2025 | Feb 04, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | New | 17,871 | 1,355 | 0.17% | — | 163 | +17,871 | New | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 17,853 | 1,354 | 0.02% | 0.01% | 164 | +4,850 | 37.3% | Q4 2025 | Jan 21, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 17,775 | 1,348 | 0.48% | 0.46% | 165 | -171 | -0.95% | Q4 2025 | Feb 03, 2026 |
| S. R. Schill & Associates | History | Reduced | 17,487 | 1,326 | 0.94% | 0.96% | 166 | -107 | -0.61% | Q4 2025 | Jan 23, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 16,500 | 1,252 | 0.0% | 0.0% | 167 | +600 | 3.77% | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 16,167 | 1,226 | 0.02% | 0.03% | 168 | -324 | -1.96% | Q4 2025 | Feb 06, 2026 |
| Aureum Wealth Management, LLC | History | New | 15,809 | 1,199 | 1.11% | — | 169 | +15,809 | New | Q4 2025 | Jan 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 15,636 | 1,186 | 0.01% | 0.01% | 170 | +3,486 | 28.69% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 14,676 | 1,113 | 0.0% | 0.0% | 171 | -227 | -1.52% | Q4 2025 | Feb 17, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 14,507 | 1,107 | 0.01% | 0.01% | 172 | +2,673 | 22.59% | Q4 2025 | Feb 03, 2026 |
| PW ADVISORS, LLC \ FL | History | New | 14,466 | 1,097 | 0.88% | — | 173 | +14,466 | New | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 14,332 | 1,087 | 0.0% | 0.0% | 174 | +8,215 | 134.3% | Q4 2025 | Feb 17, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 14,226 | 1,079 | 0.12% | 0.14% | 175 | -2,262 | -13.72% | Q4 2025 | Feb 03, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 13,329 | 1,011 | 0.34% | 0.32% | 176 | +1,305 | 10.85% | Q4 2025 | Feb 06, 2026 |
| GP Brinson Investments LLC | History | No change | 13,210 | 1,001 | 0.43% | 0.42% | 177 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 13,084 | 992 | 0.07% | 0.05% | 178 | +3,435 | 35.6% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 12,954 | 982 | 0.0% | 0.0% | 179 | -1,125 | -7.99% | Q4 2025 | Mar 16, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 12,905 | 978 | 0.23% | 0.22% | 180 | +1,338 | 11.57% | Q4 2025 | Jan 23, 2026 |
| Hilltop Holdings Inc. | History | New | 12,817 | 972 | 0.06% | — | 181 | +12,817 | New | Q4 2025 | Feb 17, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 12,554 | 952 | 0.26% | 0.22% | 182 | +2,950 | 30.72% | Q4 2025 | Jan 26, 2026 |
| Grand Central Investment Group | History | New | 12,419 | 941 | 0.68% | — | 183 | +12,419 | New | Q4 2025 | Feb 18, 2026 |
| GK Wealth Management LLC | History | Added to | 12,000 | 910 | 0.6% | 0.57% | 184 | +1,952 | 19.43% | Q4 2025 | Jan 05, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 11,941 | 905 | 0.04% | 0.04% | 185 | +1,390 | 13.17% | Q4 2025 | Jan 12, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 11,861 | 899 | 0.58% | 0.79% | 186 | -733 | -5.82% | Q4 2025 | Jan 26, 2026 |
| Golden State Equity Partners | History | Added to | 11,760 | 891 | 0.14% | 0.15% | 187 | +288 | 2.51% | Q4 2025 | Jan 29, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Added to | 11,619 | 881 | 0.28% | 0.25% | 188 | +1,728 | 17.47% | Q4 2025 | Feb 10, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 11,565 | 877 | 0.17% | 0.17% | 189 | +271 | 2.4% | Q4 2025 | Jan 28, 2026 |
| CONNING INC. | History | No change | 11,380 | 863 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 10,950 | 831 | 0.01% | 0.01% | 191 | +1,190 | 12.19% | Q4 2025 | Jan 05, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 10,331 | 783 | 0.16% | 0.17% | 192 | -14 | -0.14% | Q4 2025 | Jan 05, 2026 |
| ROCKLAND TRUST CO | History | Added to | 10,323 | 782 | 0.03% | 0.03% | 193 | +420 | 4.24% | Q4 2025 | Jan 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 9,748 | 739 | 0.03% | 0.03% | 194 | +848 | 9.53% | Q4 2025 | Jan 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 9,526 | 722 | 0.01% | 0.02% | 195 | +129 | 1.37% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,517 | 721 | 0.01% | 0.0% | 196 | +8,717 | 1089.63% | Q4 2025 | Jan 23, 2026 |
| Alpha Cubed Investments, LLC | History | Added to | 9,460 | 717 | 0.02% | 0.02% | 197 | +1,207 | 14.62% | Q4 2025 | Feb 03, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 9,425 | 714 | 0.0% | 0.0% | 198 | -250 | -2.58% | Q4 2025 | Jan 27, 2026 |
| Sage Investment Counsel LLC | History | No change | 9,340 | 708 | 0.78% | 0.8% | 199 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Capital Square, LLC | History | Added to | 9,263 | 702 | 0.36% | 0.26% | 200 | +2,651 | 40.09% | Q4 2025 | Feb 13, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 9,242 | 700 | 0.05% | 0.06% | 201 | -456 | -4.7% | Q4 2025 | Jan 23, 2026 |
| Bangor Savings Bank | History | No change | 9,190 | 697 | 0.06% | 0.06% | 202 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Sigma Planning Corp | History | Reduced | 9,168 | 695 | 0.02% | 0.02% | 203 | -734 | -7.41% | Q4 2025 | Jan 30, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 9,148 | 693 | 0.01% | 0.02% | 204 | +638 | 7.5% | Q4 2025 | Feb 03, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 8,968 | 680 | 0.07% | 0.07% | 205 | +595 | 7.11% | Q4 2025 | Jan 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 8,911 | 678 | 0.0% | 0.0% | 206 | -2,395 | -21.18% | Q4 2025 | Jan 08, 2026 |
| Compass Ion Advisors, LLC | History | No change | 8,812 | 668 | 0.06% | 0.07% | 207 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Titan Investment Management LLC | History | New | 8,395 | 636 | 0.58% | — | 208 | +8,395 | New | Q4 2025 | Feb 24, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 8,171 | 619 | 0.02% | 0.03% | 209 | -977 | -10.68% | Q4 2025 | Jan 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 7,873 | 597 | 0.0% | 0.0% | 210 | +214 | 2.79% | Q4 2025 | Feb 17, 2026 |
| Hobart Private Capital, LLC | History | Added to | 7,830 | 593 | 0.12% | 0.1% | 211 | +1,433 | 22.4% | Q4 2025 | Jan 27, 2026 |
| BANK OF HAWAII | History | Reduced | 7,720 | 585 | 0.03% | 0.06% | 212 | -7,403 | -48.95% | Q4 2025 | Mar 03, 2026 |
| PFG Advisors | History | Reduced | 7,679 | 582 | 0.03% | 0.03% | 213 | -195 | -2.48% | Q4 2025 | Jan 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 7,612 | 577 | 0.01% | 0.01% | 214 | +214 | 2.89% | Q4 2025 | Feb 02, 2026 |
| Merit Financial Group, LLC | History | Added to | 7,495 | 568 | 0.0% | 0.01% | 215 | +247 | 3.41% | Q4 2025 | Jan 26, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 7,460 | 565 | 0.04% | 0.04% | 217 | +380 | 5.37% | Q4 2025 | Feb 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 7,459 | 565 | 0.0% | 0.0% | 216 | -131 | -1.73% | Q4 2025 | Feb 17, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 7,295 | 553 | 0.05% | 0.06% | 218 | -1,054 | -12.62% | Q4 2025 | Jan 21, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 7,246 | 549 | 0.0% | 0.0% | 219 | +985 | 15.73% | Q4 2025 | Jan 29, 2026 |
| LFA - Lugano Financial Advisors SA | History | Reduced | 7,004 | 531 | 0.27% | 0.3% | 220 | -293 | -4.02% | Q4 2025 | Jan 29, 2026 |
| Innova Wealth Partners | History | Added to | 6,987 | 529 | 0.27% | 0.14% | 221 | +3,739 | 115.12% | Q4 2025 | Jan 07, 2026 |
| Marks Wealth, LLC | History | New | 6,865 | 520 | 0.17% | — | 222 | +6,865 | New | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 6,570 | 498 | 0.0% | 0.07% | 223 | -179,245 | -96.46% | Q4 2025 | Feb 13, 2026 |
| Eagle Strategies LLC | History | Added to | 6,576 | 498 | 0.06% | 0.06% | 224 | +387 | 6.25% | Q4 2025 | Jan 23, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 6,423 | 490 | 0.05% | 0.05% | 225 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 6,331 | 480 | 0.07% | 0.06% | 227 | +1,614 | 34.22% | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,334 | 480 | 0.04% | 0.04% | 226 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Reduced | 6,173 | 468 | 0.17% | 0.18% | 228 | -58 | -0.93% | Q4 2025 | Jan 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 5,961 | 452 | 0.06% | — | 231 | +5,961 | New | Q4 2025 | Feb 09, 2026 |
| Asset Allocation & Management Company, LLC | History | New | 5,955 | 452 | 0.18% | — | 229 | +5,955 | New | Q4 2025 | Jan 12, 2026 |
| Industrial Alliance Investment Management Inc. | History | New | 5,955 | 452 | 0.26% | — | 230 | +5,955 | New | Q4 2025 | Feb 05, 2026 |
| Avior Wealth Management, LLC | History | No change | 5,909 | 448 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| NBC SECURITIES, INC. | History | Added to | 5,813 | 440 | 0.03% | 0.03% | 233 | +1,233 | 26.92% | Q4 2025 | Jan 29, 2026 |
| Sterneck Capital Management, LLC | History | Added to | 5,753 | 436 | 0.2% | 0.21% | 234 | +44 | 0.77% | Q4 2025 | Jan 22, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 5,367 | 407 | 0.04% | 0.05% | 235 | -21 | -0.39% | Q4 2025 | Jan 28, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 5,321 | 403 | 0.03% | 0.03% | 236 | +268 | 5.3% | Q4 2025 | Jan 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,277 | 400 | 0.0% | 0.0% | 237 | +626 | 13.46% | Q4 2025 | Feb 12, 2026 |
| Crews Bank & Trust | History | Reduced | 5,215 | 395 | 0.06% | 0.06% | 238 | -135 | -2.52% | Q4 2025 | Jan 21, 2026 |
| LCNB CORP | History | Added to | 5,196 | 394 | 0.13% | 0.14% | 239 | +6 | 0.12% | Q4 2025 | Feb 10, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 5,195 | 394 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| THOMPSON DAVIS & CO., INC. | History | New | 5,000 | 379 | 0.23% | — | 241 | +5,000 | New | Q4 2025 | Jan 12, 2026 |
| Blue Water Asset Management | History | New | 4,872 | 369 | 0.13% | — | 242 | +4,872 | New | Q4 2025 | Feb 05, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 4,809 | 364 | 0.04% | 0.04% | 243 | -237 | -4.7% | Q4 2025 | Jan 27, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 4,733 | 358 | 0.13% | — | 244 | +4,733 | New | Q4 2025 | Jan 22, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 4,650 | 352 | 0.14% | 0.13% | 245 | +204 | 4.59% | Q4 2025 | Feb 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | New | 4,610 | 349 | 0.0% | — | 246 | +4,610 | New | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 4,600 | 348 | 0.01% | 0.01% | 247 | -1,144 | -19.92% | Q4 2025 | Feb 12, 2026 |
| GeoWealth Management, LLC | History | Reduced | 4,487 | 340 | 0.01% | 0.01% | 248 | -508 | -10.17% | Q4 2025 | Feb 17, 2026 |
| Prostatis Group LLC | History | Added to | 4,492 | 340 | 0.08% | 0.08% | 249 | +200 | 4.66% | Q4 2025 | Feb 17, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 4,480 | 339 | 0.01% | 0.01% | 250 | -508 | -10.18% | Q4 2025 | Jan 30, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 4,296 | 325 | 0.01% | — | 251 | +4,296 | New | Q4 2025 | Feb 09, 2026 |
| Perfromance Wealth Partners, LLC | History | No change | 4,291 | 325 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 4,212 | 319 | 0.01% | 0.01% | 253 | -252 | -5.65% | Q4 2025 | Feb 09, 2026 |
| Sandhill Capital Partners LLC | History | No change | 4,143 | 314 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 4,135 | 313 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 4,050 | 307 | 0.02% | 0.02% | 256 | +370 | 10.05% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 4,058 | 307 | 0.0% | 0.0% | 257 | -82 | -1.98% | Q4 2025 | Feb 13, 2026 |
| Summa Corp. | History | New | 4,000 | 303 | 0.13% | — | 258 | +4,000 | New | Q4 2025 | Jan 21, 2026 |
| Farnam Financial LLC | History | Added to | 3,975 | 301 | 0.23% | 0.24% | 259 | +63 | 1.61% | Q4 2025 | Jan 26, 2026 |
| Brookstone Capital Management | History | Added to | 3,924 | 297 | 0.0% | 0.0% | 260 | +90 | 2.35% | Q4 2025 | Jan 15, 2026 |
| Calamos Advisors LLC | History | Added to | 3,908 | 296 | 0.0% | 0.0% | 261 | +468 | 13.6% | Q4 2025 | Jan 29, 2026 |
| Jacobs Equity LLC | History | New | 3,850 | 292 | 0.28% | — | 262 | +3,850 | New | Q4 2025 | Feb 19, 2026 |
| Everstar Asset Management, LLC | History | Added to | 3,837 | 291 | 0.16% | 0.17% | 263 | +47 | 1.24% | Q4 2025 | Feb 05, 2026 |
| Mariner, LLC | History | Added to | 3,773 | 286 | 0.0% | 0.0% | 264 | +56 | 1.51% | Q4 2025 | Feb 13, 2026 |
| Wealth Management Associates, Inc. | History | No change | 3,650 | 276 | 0.1% | 0.1% | 265 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FIRST AMERICAN TRUST, FSB | History | New | 3,616 | 274 | 0.02% | — | 266 | +3,616 | New | Q4 2025 | Feb 11, 2026 |
| Dougherty & Associates, LLC | History | New | 3,614 | 274 | 0.24% | — | 267 | +3,614 | New | Q4 2025 | Feb 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 3,590 | 272 | 0.0% | 0.0% | 268 | +827 | 29.93% | Q4 2025 | Feb 18, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 3,532 | 269 | 0.02% | 0.02% | 269 | +46 | 1.32% | Q4 2025 | Jan 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 3,612 | 258 | 0.01% | — | 270 | +3,612 | New | Q4 2025 | Feb 11, 2026 |
| MAI Capital Management | History | Reduced | 3,390 | 257 | 0.0% | 0.0% | 271 | -273 | -7.45% | Q4 2025 | Feb 13, 2026 |
| Midwest Trust Co | History | New | 3,348 | 253 | 0.0% | — | 272 | +3,348 | New | Q4 2025 | Feb 04, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 3,265 | 247 | 0.0% | 0.0% | 273 | +53 | 1.65% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 3,203 | 242 | 0.01% | 0.01% | 274 | -496 | -13.41% | Q4 2025 | Feb 13, 2026 |
| Coquina Private Wealth LLC | History | New | 3,135 | 237 | 0.19% | — | 275 | +3,135 | New | Q4 2025 | Jan 29, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Reduced | 3,090 | 234 | 0.07% | 0.08% | 276 | -335 | -9.78% | Q4 2025 | Feb 04, 2026 |
| UMB Bank, n.a. | History | No change | 3,068 | 232 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Summit Wealth Group, LLC | History | No change | 3,068 | 232 | 0.05% | 0.06% | 278 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,971 | 225 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 2,951 | 223 | 0.0% | — | 280 | +2,951 | New | Q4 2025 | Jan 29, 2026 |
| Independent Advisor Alliance | History | New | 2,876 | 218 | 0.01% | — | 281 | +2,876 | New | Q4 2025 | Feb 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 2,877 | 218 | 0.01% | 0.01% | 282 | -345 | -10.71% | Q4 2025 | Jan 29, 2026 |
| Main Street Financial Solutions, LLC | History | New | 2,823 | 214 | 0.02% | — | 283 | +2,823 | New | Q4 2025 | Feb 17, 2026 |
| Aurora Private Wealth, Inc. | History | New | 2,798 | 212 | 0.14% | — | 284 | +2,798 | New | Q4 2025 | Feb 02, 2026 |
| Diversify Advisory Services, LLC | History | New | 2,769 | 211 | 0.01% | — | 285 | +2,769 | New | Q4 2025 | Jan 23, 2026 |
| Argentarii, LLC | History | Reduced | 2,728 | 206 | 0.07% | 0.08% | 286 | -7 | -0.26% | Q4 2025 | Jan 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 2,705 | 205 | 0.0% | 0.0% | 287 | -142 | -4.99% | Q4 2025 | Feb 12, 2026 |
| Orcam Financial Group | History | Added to | 2,715 | 205 | 0.15% | 0.17% | 288 | +20 | 0.74% | Q4 2025 | Feb 06, 2026 |
| Integrated Advisors Network LLC | History | No change | 2,687 | 203 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Independence Bank of Kentucky | History | Reduced | 2,292 | 173 | 0.02% | 0.02% | 290 | -100 | -4.18% | Q4 2025 | Jan 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,019 | 153 | 0.01% | 0.01% | 291 | +896 | 79.79% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,903 | 144 | 0.0% | 0.0% | 292 | +591 | 45.05% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 1,600 | 121 | 0.0% | 0.0% | 293 | +1,310 | 451.72% | Q4 2025 | Feb 06, 2026 |
| SHP Wealth Management | History | New | 1,574 | 119 | 0.01% | — | 294 | +1,574 | New | Q4 2025 | Mar 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,498 | 113 | 0.01% | — | 295 | +1,498 | New | Q4 2025 | Feb 03, 2026 |
| TSFG, LLC | History | Added to | 1,476 | 112 | 0.02% | 0.02% | 296 | +26 | 1.79% | Q4 2025 | Feb 04, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 1,454 | 110 | 0.0% | 0.0% | 297 | -114 | -7.27% | Q4 2025 | Feb 06, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 1,443 | 109 | 0.06% | 0.03% | 298 | +827 | 134.25% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,046 | 79 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 1,027 | 77 | 0.0% | 0.0% | 300 | +563 | 121.34% | Q4 2025 | Feb 11, 2026 |
| Running Point Capital Advisors, LLC | History | Added to | 1,026 | 77 | 0.02% | 0.02% | 301 | +1 | 0.1% | Q4 2025 | Feb 17, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 971 | 73 | 0.01% | 0.01% | 302 | +17 | 1.78% | Q4 2025 | Jan 21, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 960 | 72 | 0.0% | 0.0% | 303 | -13 | -1.34% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 900 | 68 | 0.0% | 0.01% | 304 | -311 | -25.68% | Q4 2025 | Feb 20, 2026 |
| Investors Research Corp | History | No change | 843 | 63 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 798 | 60 | 0.0% | 0.0% | 306 | -48 | -5.67% | Q4 2025 | Jan 30, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 800 | 60 | 0.0% | 0.0% | 307 | +11 | 1.39% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 800 | 60 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FMR LLC | History | Added to | 620 | 47 | 0.0% | 0.0% | 309 | +14 | 2.31% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 572 | 43 | 0.0% | 0.0% | 310 | +8 | 1.42% | Q4 2025 | Feb 02, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 525 | 39 | 0.03% | — | 311 | +525 | New | Q4 2025 | Feb 06, 2026 |
| Jessup Wealth Management, Inc | History | New | 470 | 35 | 0.01% | — | 313 | +470 | New | Q4 2025 | Feb 11, 2026 |
| Friedenthal Financial | History | Added to | 468 | 35 | 0.02% | 0.01% | 312 | +159 | 51.46% | Q4 2025 | Jan 27, 2026 |
| WestEnd Advisors, LLC | History | Reduced | 402 | 30 | 0.0% | 0.0% | 314 | -4 | -0.99% | Q4 2025 | Jan 27, 2026 |
| Anfield Capital Management, LLC | History | No change | 397 | 30 | 0.01% | 0.01% | 315 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 381 | 28 | 0.0% | 0.0% | 316 | -68 | -15.14% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 354 | 26 | 0.0% | 0.0% | 317 | -132 | -27.16% | Q4 2025 | Jan 26, 2026 |
| Root Financial Partners, LLC | History | Reduced | 339 | 25 | 0.0% | 0.0% | 319 | -225 | -39.89% | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 338 | 25 | 0.0% | 0.0% | 318 | +29 | 9.39% | Q4 2025 | Feb 17, 2026 |
| Fortis Group Advisors, LLC | History | No change | 266 | 20 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 254 | 19 | 0.01% | 0.01% | 321 | -3 | -1.17% | Q4 2025 | Jan 29, 2026 |
| FSA Advisors, Inc. | History | New | 19,896 | 18 | 0.01% | — | 322 | +19,896 | New | Q4 2025 | Feb 02, 2026 |
| Strategic Advocates LLC | History | No change | 240 | 18 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Elevated Capital Advisors, LLC | History | New | 220 | 16 | 0.0% | — | 324 | +220 | New | Q4 2025 | Jan 27, 2026 |
| WPG Advisers, LLC | History | Added to | 214 | 16 | 0.01% | 0.01% | 325 | +8 | 3.88% | Q4 2025 | Jan 28, 2026 |
| Ancora Advisors LLC | History | New | 210 | 15 | 0.0% | — | 326 | +210 | New | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 204 | 15 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 193 | 14 | 0.0% | — | 329 | +193 | New | Q4 2025 | Jan 22, 2026 |
| SIGNATUREFD, LLC | History | Added to | 187 | 14 | 0.0% | 0.0% | 328 | +1 | 0.54% | Q4 2025 | Jan 20, 2026 |
| HighMark Wealth Management LLC | History | New | 183 | 13 | 0.01% | — | 331 | +183 | New | Q4 2025 | Feb 05, 2026 |
| Quarry LP | History | New | 180 | 13 | 0.0% | — | 332 | +180 | New | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 175 | 13 | 0.0% | — | 330 | +175 | New | Q4 2025 | Feb 12, 2026 |
| Ankerstar Wealth, LLC | History | New | 167 | 12 | 0.01% | — | 333 | +167 | New | Q4 2025 | Feb 12, 2026 |
| Strive Financial Group ,LLC | History | New | 150 | 11 | 0.01% | — | 337 | +150 | New | Q4 2025 | Feb 18, 2026 |
| Register Financial Advisors LLC | History | Added to | 157 | 11 | 0.0% | 0.0% | 336 | +2 | 1.29% | Q4 2025 | Jan 21, 2026 |
| Security National Bank | History | No change | 150 | 11 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Y.D. More Investments Ltd | History | No change | 150 | 11 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 138 | 10 | 0.01% | — | 338 | +138 | New | Q4 2025 | Feb 18, 2026 |
| Spire Wealth Management | History | New | 120 | 9 | 0.0% | — | 339 | +120 | New | Q4 2025 | Jan 14, 2026 |
| CENTRAL TRUST Co | History | No change | 118 | 8 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 99 | 7 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 81 | 6 | 0.01% | — | 344 | +81 | New | Q4 2025 | Feb 12, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 86 | 6 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Bogart Wealth, LLC | History | No change | 89 | 6 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Community Bank, N.A. | History | No change | 71 | 5 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 56 | 4 | 0.0% | 0.0% | 346 | -786 | -93.35% | Q4 2025 | Feb 17, 2026 |
| HOWE & RUSLING INC | History | Reduced | 50 | 3 | 0.0% | 0.0% | 347 | -369 | -88.07% | Q4 2025 | Feb 17, 2026 |
| Signature Equity Partners, LLC | History | New | 50 | 3 | 0.0% | — | 350 | +50 | New | Q4 2025 | Feb 17, 2026 |
| McIlrath & Eck, LLC | History | No change | 51 | 3 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| City State Bank | History | No change | 48 | 3 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ASSETMARK, INC | History | Reduced | 39 | 2 | 0.0% | 0.01% | 351 | -32,974 | -99.88% | Q4 2025 | Jan 23, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 26 | 2 | 0.0% | — | 352 | +26 | New | Q4 2025 | Jan 21, 2026 |
| Lodestone Wealth Management LLC | History | New | 21 | 1 | 0.0% | — | 355 | +21 | New | Q4 2025 | Jan 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 8 | 1 | 0.0% | — | 353 | +8 | New | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | No change | 25 | 1 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 23 | 1 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,212,092 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.1% | — | -342,600 | -100.0% | Q3 2025 | Oct 20, 2025 |
| GREENLEAF TRUST | History | Closed out | 0 | 0 | — | 0.17% | — | -236,753 | -100.0% | Q3 2025 | Oct 22, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -99,723 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Silphium Asset Management Ltd | History | Closed out | 0 | 0 | — | 1.84% | — | -80,000 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.04% | — | -80,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Econ Financial Services Corp | History | Closed out | 0 | 0 | — | 2.81% | — | -72,496 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Algorithmic Investment Models, LLC | History | Closed out | 0 | 0 | — | 1.81% | — | -35,084 | -100.0% | Q3 2025 | Nov 10, 2025 |
| COURIER CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -33,791 | -100.0% | Q3 2025 | Oct 29, 2025 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.69% | — | -20,709 | -100.0% | Q3 2025 | Nov 03, 2025 |
| STABLEFORD CAPITAL II LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -11,924 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.1% | — | -9,952 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tandem Financial, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -8,342 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Avidian Wealth Enterprises, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,920 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Francis Financial, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -5,557 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,717 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Closed out | 0 | 0 | — | 0.06% | — | -3,892 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Beaumont Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,427 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Elm3 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -3,312 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Regal Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,300 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,234 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Maridea Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,988 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,937 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1 | 0 | — | 0.0% | — | -2,889 | -99.97% | Q4 2025 | Feb 09, 2026 |
| WEDBUSH SECURITIES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,861 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -2,838 | -100.0% | Q3 2025 | Oct 27, 2025 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -2,640 | -100.0% | Q3 2025 | Oct 27, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,625 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,390 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,225 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,688 | -100.0% | Q3 2025 | Nov 18, 2025 |
| BNP PARIBAS | History | Reduced | 1 | 0 | — | 0.0% | — | -1,256 | -99.92% | Q4 2025 | Feb 10, 2026 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.03% | — | -1,117 | -100.0% | Q3 2025 | Nov 04, 2025 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -339 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -304 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aspect Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -254 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -169 | -100.0% | Q3 2025 | Oct 16, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -142 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Palouse Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -105 | -100.0% | Q3 2025 | Oct 23, 2025 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Sound Income Strategies, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Jan 21, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |