VANGUARD WORLD FUND - VCR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 134 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 | Added to | 1,495,587 | 589,141 | 0.04% | 0.04% | 1 | +25,736 | 1.75% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 458,940 | 180,785 | 0.01% | 0.01% | 2 | -4,922 | -1.06% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 392,116 | 154,463 | 0.01% | 0.01% | 3 | +6,963 | 1.81% | Q4 2025 | Feb 13, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 349,878 | 137,823 | 2.04% | 2.18% | 4 | -16,157 | -4.41% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 347,681 | 136,958 | 0.02% | 0.03% | 5 | -11,766 | -3.27% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 333,737 | 131,465 | 0.02% | 0.02% | 6 | -4,784 | -1.41% | Q4 2025 | Jan 29, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 265,649 | 104,644 | 5.6% | 5.63% | 7 | -31,788 | -10.69% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Reduced | 248,558 | 97,911 | 0.03% | 0.03% | 8 | -2,332 | -0.93% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 206,669 | 81,411 | 0.05% | 0.05% | 9 | +2,996 | 1.47% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 165,037 | 65,011 | 0.02% | 0.02% | 10 | -14,183 | -7.91% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 133,002 | 52,392 | 0.02% | 0.02% | 11 | +8,418 | 6.76% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 113,962 | 44,891 | 0.04% | 0.04% | 12 | -2,140 | -1.84% | Q4 2025 | Feb 13, 2026 |
| Auto-Owners Insurance Co | History | Added to | 92,700 | 36,720 | 0.77% | 0.82% | 13 | +12,000 | 14.87% | Q4 2025 | Mar 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 90,423 | 35,676 | 0.01% | 0.01% | 14 | -21,742 | -19.38% | Q4 2025 | Feb 17, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 86,283 | 33,988 | 1.09% | 1.1% | 15 | -57 | -0.07% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 83,667 | 32,958 | 0.06% | 0.07% | 16 | -861 | -1.02% | Q4 2025 | Mar 16, 2026 |
| Lido Advisors, LLC | History | Added to | 83,006 | 32,803 | 0.1% | 0.1% | 17 | +6,230 | 8.11% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 77,392 | 30,487 | 0.0% | — | 18 | +77,392 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 74,924 | 29,514 | 0.07% | 0.07% | 19 | +5,477 | 7.89% | Q4 2025 | Feb 11, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 62,204 | 24,503 | 0.91% | 0.05% | 20 | +60,240 | 3067.21% | Q4 2025 | Feb 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 58,927 | 23,212 | 0.01% | 0.01% | 21 | -2,463 | -4.01% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 58,684 | 23,116 | 0.03% | 0.03% | 22 | +1,755 | 3.08% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Reduced | 58,175 | 22,916 | 0.07% | 0.08% | 23 | -1,311 | -2.2% | Q4 2025 | Jan 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 47,877 | 18,859 | 0.03% | 0.04% | 24 | -10,880 | -18.52% | Q4 2025 | Feb 18, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 47,380 | 18,663 | 0.03% | 0.01% | 25 | +34,080 | 256.24% | Q4 2025 | Feb 17, 2026 |
| Empower Advisory Group, LLC | History | Added to | 47,189 | 18,588 | 0.05% | 0.05% | 26 | +5,224 | 12.45% | Q4 2025 | Feb 12, 2026 |
| Spire Wealth Management | History | Reduced | 42,189 | 16,619 | 0.56% | 0.58% | 27 | -1,159 | -2.67% | Q4 2025 | Jan 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 42,045 | 16,577 | 0.02% | 0.03% | 28 | -7,119 | -14.48% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 40,483 | 15,946 | 0.02% | 0.02% | 29 | -571 | -1.39% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 38,362 | 15,111 | 0.17% | 0.18% | 30 | -379 | -0.98% | Q4 2025 | Jan 20, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 35,776 | 14,092 | 5.48% | 5.52% | 31 | +933 | 2.68% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 35,326 | 13,915 | 0.02% | 0.02% | 32 | -1,364 | -3.72% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 33,285 | 13,111 | 0.03% | 0.04% | 33 | -464 | -1.37% | Q4 2025 | Feb 05, 2026 |
| TRUST CO OF OKLAHOMA | History | Reduced | 32,814 | 12,926 | 3.77% | 3.93% | 34 | -698 | -2.08% | Q4 2025 | Jan 14, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 29,572 | 11,648 | 4.15% | 2.51% | 35 | +813 | 2.83% | Q4 2025 | Feb 03, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 29,543 | 11,637 | 0.3% | 0.31% | 36 | -867 | -2.85% | Q4 2025 | Jan 07, 2026 |
| Hobart Private Capital, LLC | History | Reduced | 29,211 | 11,506 | 2.25% | 2.42% | 37 | -1 | -0.0% | Q4 2025 | Jan 27, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 28,222 | 11,117 | 0.27% | 0.29% | 38 | -1,021 | -3.49% | Q4 2025 | Feb 03, 2026 |
| ASSETMARK, INC | History | Added to | 26,022 | 10,250 | 0.02% | 0.02% | 39 | +5,187 | 24.9% | Q4 2025 | Jan 23, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 25,837 | 10,177 | 0.01% | 0.01% | 40 | +2,272 | 9.64% | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Reduced | 25,501 | 10,045 | 0.01% | 0.01% | 41 | -304 | -1.18% | Q4 2025 | Feb 06, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 25,300 | 9,966 | 0.09% | 0.09% | 42 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 24,638 | 9,705 | 0.0% | 0.0% | 43 | +4,955 | 25.17% | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | Added to | 24,594 | 9,688 | 0.21% | 0.21% | 44 | +723 | 3.03% | Q4 2025 | Feb 04, 2026 |
| Gibraltar Capital Management, Inc. | History | Reduced | 24,105 | 9,495 | 1.61% | 1.72% | 45 | -70 | -0.29% | Q4 2025 | Feb 02, 2026 |
| Polianta Ltd | History | Added to | 22,800 | 8,981 | 1.18% | 3.36% | 46 | +2,200 | 10.68% | Q4 2025 | Jan 15, 2026 |
| Westside Investment Management, Inc. | History | Added to | 21,482 | 8,456 | 1.35% | 1.36% | 47 | +86 | 0.4% | Q4 2025 | Jan 23, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | New | 21,227 | 8,361 | 5.27% | — | 48 | +21,227 | New | Q4 2025 | Feb 27, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 20,516 | 8,081 | 1.82% | 1.94% | 49 | -300 | -1.44% | Q4 2025 | Jan 12, 2026 |
| Merrithew & Thorsten Inc | History | New | 19,613 | 7,726 | 8.17% | — | 50 | +19,613 | New | Q4 2025 | Feb 03, 2026 |
| Corient Private Wealth LLC | History | Added to | 19,233 | 7,577 | 0.01% | 0.0% | 51 | +14,855 | 339.31% | Q4 2025 | Mar 09, 2026 |
| Financial Freedom, LLC | History | Reduced | 18,337 | 7,223 | 3.58% | 3.76% | 52 | -712 | -3.74% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 17,978 | 7,082 | 0.02% | 0.02% | 53 | -308 | -1.68% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 17,824 | 7,021 | 0.0% | 0.0% | 54 | -15,932 | -47.2% | Q4 2025 | Feb 17, 2026 |
| ESG Planning DBA Harper Investing | History | Added to | 17,549 | 6,912 | 2.98% | 3.03% | 55 | +1,476 | 9.18% | Q4 2025 | Feb 04, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 17,135 | 6,749 | 0.05% | 0.05% | 56 | +3,033 | 21.51% | Q4 2025 | Jan 14, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 17,071 | 6,724 | 4.28% | 4.67% | 57 | -1,601 | -8.57% | Q4 2025 | Feb 12, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 16,655 | 6,560 | 0.2% | 0.2% | 58 | +653 | 4.08% | Q4 2025 | Jan 05, 2026 |
| Bonfire Financial | History | Added to | 16,437 | 6,474 | 4.83% | 4.87% | 59 | +421 | 2.63% | Q4 2025 | Jan 27, 2026 |
| Apollon Financial, LLC | History | Reduced | 16,139 | 6,357 | 0.92% | 1.07% | 60 | -109 | -0.67% | Q4 2025 | Jan 22, 2026 |
| AlphaCore Capital LLC | History | Added to | 15,402 | 6,067 | 0.14% | 0.21% | 61 | +16 | 0.1% | Q4 2025 | Feb 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 15,336 | 6,041 | 0.0% | 0.0% | 62 | +3,827 | 33.25% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 14,880 | 5,861 | 0.07% | 0.1% | 63 | +504 | 3.51% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Wealth | History | Added to | 14,559 | 5,736 | 0.01% | 0.0% | 64 | +10,170 | 231.72% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 13,893 | 5,537 | 0.49% | 0.49% | 65 | -47 | -0.34% | Q4 2025 | Jan 28, 2026 |
| Merit Financial Group, LLC | History | Reduced | 13,451 | 5,298 | 0.04% | 0.07% | 66 | -5,279 | -28.18% | Q4 2025 | Jan 26, 2026 |
| Curran Financial Partners, LLC | History | Added to | 12,830 | 5,053 | 0.96% | 0.98% | 67 | +372 | 2.99% | Q4 2025 | Jan 22, 2026 |
| Private Advisor Group, LLC | History | Reduced | 12,496 | 4,922 | 0.02% | 0.03% | 68 | -750 | -5.66% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 12,304 | 4,846 | 0.02% | 0.02% | 69 | +1,165 | 10.46% | Q4 2025 | Feb 13, 2026 |
| GTS SECURITIES LLC | History | New | 12,186 | 4,800 | 0.16% | — | 70 | +12,186 | New | Q4 2025 | Feb 13, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 12,127 | 4,777 | 1.01% | 1.1% | 71 | -150 | -1.22% | Q4 2025 | Jan 13, 2026 |
| AE Wealth Management LLC | History | Added to | 11,829 | 4,659 | 0.03% | 0.02% | 72 | +2,100 | 21.58% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Added to | 11,673 | 4,598 | 0.0% | 0.0% | 73 | +1,323 | 12.78% | Q4 2025 | Feb 17, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 11,422 | 4,499 | 0.5% | — | 74 | +11,422 | New | Q4 2025 | Feb 13, 2026 |
| Retirement Planning Group, LLC | History | Added to | 11,384 | 4,484 | 0.15% | 0.02% | 75 | +9,752 | 597.55% | Q4 2025 | Feb 03, 2026 |
| JANE STREET GROUP, LLC | History | New | 11,221 | 4,420 | 0.0% | — | 76 | +11,221 | New | Q4 2025 | Feb 12, 2026 |
| Creative Planning | History | Added to | 11,111 | 4,376 | 0.0% | 0.0% | 77 | +196 | 1.8% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 11,053 | 4,353 | 0.0% | 0.0% | 78 | -182 | -1.62% | Q4 2025 | Mar 25, 2026 |
| Anchor Investment Management, LLC | History | Added to | 10,774 | 4,244 | 0.34% | 0.35% | 79 | +63 | 0.59% | Q4 2025 | Feb 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 10,390 | 4,092 | 0.0% | 0.0% | 80 | +752 | 7.8% | Q4 2025 | Feb 12, 2026 |
| PFG Advisors | History | Reduced | 10,352 | 4,077 | 0.2% | 0.31% | 81 | -8,632 | -45.47% | Q4 2025 | Jan 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 10,268 | 4,045 | 0.07% | 0.09% | 82 | -481 | -4.47% | Q4 2025 | Feb 19, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 10,105 | 3,980 | 0.01% | 0.01% | 83 | +12 | 0.12% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 9,833 | 3,873 | 0.0% | 0.0% | 84 | +570 | 6.15% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,425 | 3,808 | 0.01% | 0.01% | 85 | +802 | 9.3% | Q4 2025 | Jan 08, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 9,429 | 3,714 | 2.15% | 2.29% | 86 | -374 | -3.82% | Q4 2025 | Jan 27, 2026 |
| Advisors Capital Management, LLC | History | Added to | 9,392 | 3,699 | 0.04% | 0.05% | 87 | +29 | 0.31% | Q4 2025 | Jan 29, 2026 |
| Wall Street Financial Group, Inc. | History | Added to | 9,375 | 3,695 | 2.69% | 2.72% | 88 | +10 | 0.11% | Q4 2025 | Jan 16, 2026 |
| Quantinno Capital Management LP | History | Added to | 9,243 | 3,641 | 0.01% | 0.01% | 89 | +1,745 | 23.27% | Q4 2025 | Feb 17, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 9,182 | 3,617 | 1.45% | 1.33% | 90 | +520 | 6.0% | Q4 2025 | Feb 11, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 8,946 | 3,524 | 0.7% | 0.74% | 91 | -204 | -2.23% | Q4 2025 | Jan 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 8,522 | 3,356 | 0.81% | 1.06% | 92 | -1,555 | -15.43% | Q4 2025 | Feb 27, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 8,264 | 3,325 | 0.13% | 0.15% | 93 | -497 | -5.67% | Q4 2025 | Jan 09, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 8,436 | 3,323 | 0.01% | 0.01% | 94 | +183 | 2.22% | Q4 2025 | Feb 17, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 8,361 | 3,293 | 1.24% | 1.32% | 95 | -127 | -1.5% | Q4 2025 | Jan 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 8,284 | 3,263 | 0.02% | 0.0% | 96 | +7,112 | 606.83% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 8,132 | 3,203 | 0.04% | 0.04% | 97 | -770 | -8.65% | Q4 2025 | Feb 05, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Reduced | 8,099 | 3,190 | 0.72% | 0.75% | 98 | -28 | -0.34% | Q4 2025 | Jan 14, 2026 |
| CITIGROUP INC | History | Added to | 8,014 | 3,156 | 0.0% | 0.0% | 99 | +560 | 7.51% | Q4 2025 | Feb 13, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 7,652 | 3,014 | 0.22% | 0.28% | 100 | -220 | -2.79% | Q4 2025 | Jan 28, 2026 |
| Elm Partners Management LLC | History | Added to | 7,496 | 2,952 | 0.13% | 0.13% | 101 | +818 | 12.25% | Q4 2025 | Feb 10, 2026 |
| DAGCO, INC. | History | No change | 7,344 | 2,892 | 0.67% | 0.73% | 102 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Clarity Wealth Advisors, LLC | History | Reduced | 7,295 | 2,873 | 0.59% | 0.73% | 103 | -1,043 | -12.51% | Q4 2025 | Jan 23, 2026 |
| One Capital Management, LLC | History | Reduced | 7,206 | 2,838 | 0.09% | 0.11% | 104 | -1,329 | -15.57% | Q4 2025 | Feb 10, 2026 |
| BOKF, NA | History | Reduced | 7,189 | 2,831 | 0.04% | 0.04% | 105 | -80 | -1.1% | Q4 2025 | Feb 03, 2026 |
| KTF INVESTMENTS, LLC | History | New | 6,956 | 2,740 | 0.45% | — | 106 | +6,956 | New | Q4 2025 | Jan 30, 2026 |
| NewEdge Advisors, LLC | History | Added to | 6,948 | 2,736 | 0.01% | 0.01% | 107 | +1,064 | 18.08% | Q4 2025 | Feb 18, 2026 |
| Joule Financial, LLC | History | Reduced | 6,890 | 2,713 | 0.81% | 0.84% | 108 | -209 | -2.94% | Q4 2025 | Jan 20, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 6,640 | 2,615 | 2.32% | — | 109 | +6,640 | New | Q4 2025 | Feb 05, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 6,514 | 2,565 | 0.59% | 0.59% | 110 | +44 | 0.68% | Q4 2025 | Jan 26, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,430 | 2,532 | 0.01% | — | 111 | +6,430 | New | Q4 2025 | Feb 18, 2026 |
| Fischer Financial Services, Inc. | History | Reduced | 6,413 | 2,526 | 0.67% | 0.72% | 113 | -324 | -4.81% | Q4 2025 | Feb 06, 2026 |
| WBH ADVISORY INC | History | Added to | 6,415 | 2,526 | 0.19% | 0.19% | 112 | +235 | 3.8% | Q4 2025 | Jan 26, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 6,388 | 2,516 | 0.02% | 0.02% | 114 | +475 | 8.03% | Q4 2025 | Feb 13, 2026 |
| Destination Wealth Management | History | Reduced | 6,338 | 2,496 | 0.07% | 0.07% | 115 | -167 | -2.57% | Q4 2025 | Feb 13, 2026 |
| Royal Fund Management, LLC | History | Added to | 6,293 | 2,495 | 0.23% | 0.29% | 116 | +211 | 3.47% | Q4 2025 | Jan 15, 2026 |
| PW Nova Financial Services LLC | History | New | 6,298 | 2,467 | 0.93% | — | 117 | +6,298 | New | Q4 2025 | Apr 09, 2026 |
| Sharper & Granite LLC | History | Added to | 6,206 | 2,444 | 0.86% | 0.87% | 118 | +77 | 1.26% | Q4 2025 | Jan 27, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 5,867 | 2,309 | 0.01% | 0.01% | 119 | +379 | 6.91% | Q4 2025 | Jan 27, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 5,698 | 2,244 | 0.03% | 0.03% | 120 | +489 | 9.39% | Q4 2025 | Feb 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,690 | 2,241 | 0.01% | 0.01% | 121 | +2,563 | 81.96% | Q4 2025 | Feb 11, 2026 |
| SYON CAPITAL LLC | History | Added to | 5,684 | 2,239 | 0.11% | 0.12% | 122 | +78 | 1.39% | Q4 2025 | Feb 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,580 | 2,198 | 0.01% | 0.01% | 123 | +1 | 0.02% | Q4 2025 | Jan 28, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 5,497 | 2,165 | 0.06% | 0.06% | 124 | +43 | 0.79% | Q4 2025 | Feb 17, 2026 |
| Axiom Financial Strategies, LLC | History | Added to | 5,455 | 2,148 | 0.9% | 0.93% | 125 | +8 | 0.15% | Q4 2025 | Jan 23, 2026 |
| GLENMEDE TRUST CO NA | History | New | 5,449 | 2,146 | 0.01% | — | 126 | +5,449 | New | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 5,381 | 2,119 | 0.01% | 0.01% | 127 | +2 | 0.04% | Q4 2025 | Feb 17, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 5,286 | 2,082 | 0.07% | 0.08% | 128 | -327 | -5.83% | Q4 2025 | Jan 12, 2026 |
| &PARTNERS | History | Added to | 5,211 | 2,052 | 0.01% | 0.01% | 129 | +1,061 | 25.57% | Q4 2025 | Feb 17, 2026 |
| Capital Management Associates, Inc | History | Added to | 5,156 | 2,031 | 0.45% | 0.33% | 130 | +2,051 | 66.05% | Q4 2025 | Jan 21, 2026 |
| COMERICA BANK | History | Reduced | 5,151 | 2,028 | 0.01% | 0.01% | 131 | -1,023 | -16.57% | Q4 2025 | Jan 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 5,146 | 2,027 | 0.08% | 0.09% | 132 | -39 | -0.75% | Q4 2025 | Feb 09, 2026 |
| Haverford Trust Co | History | No change | 5,118 | 2,016 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 5,017 | 1,976 | 0.0% | 0.0% | 134 | +101 | 2.05% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,008 | 1,972 | 0.01% | 0.01% | 135 | +104 | 2.12% | Q4 2025 | Feb 02, 2026 |
| BlackRock, Inc. | History | Added to | 4,881 | 1,922 | 0.0% | 0.0% | 136 | +2,045 | 72.11% | Q4 2025 | Feb 12, 2026 |
| JM2 Capital Inc. | History | New | 4,876 | 1,920 | 1.54% | — | 137 | +4,876 | New | Q4 2025 | Jan 23, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 4,565 | 1,813 | 0.69% | 1.01% | 138 | +1,655 | 56.87% | Q4 2025 | Feb 10, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 4,547 | 1,791 | 1.51% | 1.6% | 139 | -169 | -3.58% | Q4 2025 | Feb 18, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 4,533 | 1,785 | 0.08% | 0.1% | 140 | -631 | -12.22% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 4,527 | 1,783 | 0.02% | 0.02% | 141 | -48 | -1.05% | Q4 2025 | Feb 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 4,458 | 1,777 | 0.04% | 0.04% | 142 | -6 | -0.13% | Q4 2025 | Jan 08, 2026 |
| Clearstead Advisors, LLC | History | Added to | 4,448 | 1,752 | 0.02% | 0.02% | 143 | +1 | 0.02% | Q4 2025 | Feb 09, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 4,414 | 1,738 | 0.24% | 0.28% | 144 | -163 | -3.56% | Q4 2025 | Feb 09, 2026 |
| Evanson Asset Management, LLC | History | Added to | 4,381 | 1,725 | 0.09% | 0.1% | 145 | +6 | 0.14% | Q4 2025 | Jan 12, 2026 |
| MontVue Capital Management, Inc. | History | No change | 4,358 | 1,716 | 1.14% | 1.16% | 146 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | No change | 4,308 | 1,697 | 0.82% | 0.82% | 147 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| STEPHENS INC /AR/ | History | No change | 4,294 | 1,691 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 4,258 | 1,677 | 0.01% | 0.01% | 149 | +1,604 | 60.44% | Q4 2025 | Feb 18, 2026 |
| Busey Bank | History | Added to | 4,178 | 1,645 | 0.04% | 0.03% | 150 | +1,560 | 59.59% | Q4 2025 | Jan 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 4,168 | 1,641 | 0.03% | 0.04% | 151 | -206 | -4.71% | Q4 2025 | Jan 14, 2026 |
| Brookstone Capital Management | History | Added to | 4,154 | 1,636 | 0.02% | 0.01% | 152 | +2,369 | 132.72% | Q4 2025 | Jan 15, 2026 |
| Olistico Wealth, LLC | History | Reduced | 4,054 | 1,596 | 0.78% | 0.88% | 153 | -145 | -3.45% | Q4 2025 | Jan 13, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 4,035 | 1,589 | 0.84% | 0.85% | 154 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 4,032 | 1,588 | 0.0% | 0.0% | 155 | +2,269 | 128.7% | Q4 2025 | Feb 17, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 4,027 | 1,586 | 0.04% | 0.04% | 156 | -96 | -2.33% | Q4 2025 | Feb 10, 2026 |
| KWMG, LLC | History | Reduced | 3,913 | 1,541 | 0.13% | 0.21% | 157 | -2,237 | -36.37% | Q4 2025 | Jan 16, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 3,847 | 1,515 | 0.16% | 0.15% | 158 | +263 | 7.34% | Q4 2025 | Jan 27, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 3,812 | 1,501 | 0.0% | 0.0% | 159 | -40 | -1.04% | Q4 2025 | Feb 10, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 3,755 | 1,479 | 0.0% | 0.0% | 160 | +97 | 2.65% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 3,748 | 1,478 | 0.02% | 0.02% | 161 | +133 | 3.68% | Q4 2025 | Feb 09, 2026 |
| World Investment Advisors | History | Added to | 3,738 | 1,472 | 0.02% | 0.01% | 162 | +2,106 | 129.04% | Q4 2025 | Mar 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 3,677 | 1,448 | 0.07% | 0.07% | 163 | -173 | -4.49% | Q4 2025 | Feb 02, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 3,655 | 1,439 | 0.47% | 0.67% | 164 | -6 | -0.16% | Q4 2025 | Jan 23, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | Reduced | 3,628 | 1,429 | 0.55% | 0.57% | 165 | -3 | -0.08% | Q4 2025 | Feb 17, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 3,621 | 1,426 | 0.5% | 0.53% | 166 | -144 | -3.82% | Q4 2025 | Jan 27, 2026 |
| CHRISTINE MESSMER PC | History | New | 3,596 | 1,416 | 0.92% | — | 167 | +3,596 | New | Q4 2025 | Feb 03, 2026 |
| Arkadios Wealth Advisors | History | Added to | 3,581 | 1,410 | 0.03% | 0.01% | 168 | +2,812 | 365.67% | Q4 2025 | Feb 13, 2026 |
| Essex Financial Services, Inc. | History | Added to | 3,491 | 1,375 | 0.08% | 0.08% | 169 | +31 | 0.9% | Q4 2025 | Feb 10, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 3,487 | 1,373 | 0.09% | 0.1% | 170 | -164 | -4.49% | Q4 2025 | Jan 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,485 | 1,372 | 0.03% | 0.02% | 171 | +130 | 3.87% | Q4 2025 | Feb 11, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 3,452 | 1,359 | 0.32% | 0.34% | 172 | -151 | -4.19% | Q4 2025 | Feb 05, 2026 |
| Main Street Financial Solutions, LLC | History | Reduced | 3,438 | 1,354 | 0.1% | 0.09% | 173 | -79 | -2.25% | Q4 2025 | Feb 17, 2026 |
| RCW Management, LLC | History | New | 3,432 | 1,351 | 1.36% | — | 174 | +3,432 | New | Q4 2025 | Jan 30, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 3,409 | 1,342 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Idaho Trust Co | History | Reduced | 3,394 | 1,336 | 0.44% | 0.53% | 176 | -568 | -14.34% | Q4 2025 | Feb 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 3,336 | 1,314 | 0.01% | 0.01% | 177 | -8 | -0.24% | Q4 2025 | Feb 09, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 3,260 | 1,284 | 0.33% | 0.34% | 178 | +28 | 0.87% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 3,124 | 1,230 | 0.01% | 0.01% | 179 | -789 | -20.16% | Q4 2025 | Feb 12, 2026 |
| RBA Wealth Management, LLC | History | Added to | 3,116 | 1,227 | 0.42% | 0.42% | 180 | +65 | 2.13% | Q4 2025 | Jan 26, 2026 |
| Waverly Advisors, LLC | History | Added to | 3,072 | 1,210 | 0.01% | 0.01% | 181 | +494 | 19.16% | Q4 2025 | Feb 17, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 3,062 | 1,206 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Maxele Advisors, LLC | History | Reduced | 3,059 | 1,205 | 0.98% | 1.09% | 184 | -136 | -4.26% | Q4 2025 | Feb 05, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Added to | 3,060 | 1,205 | 0.55% | 0.56% | 183 | +21 | 0.69% | Q4 2025 | Jan 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 3,047 | 1,200 | 0.05% | 0.06% | 185 | -171 | -5.31% | Q4 2025 | Feb 13, 2026 |
| Jacobs Equity LLC | History | New | 3,017 | 1,188 | 1.14% | — | 186 | +3,017 | New | Q4 2025 | Feb 19, 2026 |
| BROWN ADVISORY INC | History | Reduced | 2,968 | 1,169 | 0.0% | 0.0% | 187 | -8 | -0.27% | Q4 2025 | Feb 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 2,930 | 1,154 | 0.03% | 0.03% | 188 | +242 | 9.0% | Q4 2025 | Jan 23, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 2,914 | 1,148 | 0.08% | 0.08% | 189 | +9 | 0.31% | Q4 2025 | Jan 23, 2026 |
| Dentgroup LLC | History | No change | 2,901 | 1,142 | 0.78% | 0.74% | 190 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,892 | 1,139 | 0.01% | 0.01% | 191 | -122 | -4.05% | Q4 2025 | Feb 12, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 2,792 | 1,099 | 0.02% | 0.03% | 192 | -123 | -4.22% | Q4 2025 | Feb 04, 2026 |
| Bulwark Capital Corp | History | No change | 2,769 | 1,090 | 0.78% | 0.85% | 193 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Allworth Financial LP | History | New | 2,737 | 1,078 | 0.0% | — | 194 | +2,737 | New | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,728 | 1,074 | 0.01% | 0.02% | 195 | -39 | -1.41% | Q4 2025 | Jan 23, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 2,721 | 1,071 | 0.39% | 0.43% | 196 | -149 | -5.19% | Q4 2025 | Feb 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2,644 | 1,041 | 0.14% | — | 197 | +2,644 | New | Q4 2025 | Feb 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,639 | 1,039 | 0.0% | 0.0% | 198 | +346 | 15.09% | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 2,638 | 1,039 | 0.01% | 0.01% | 199 | -26 | -0.98% | Q4 2025 | Jan 21, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 2,619 | 1,031 | 0.34% | 0.36% | 200 | -10 | -0.38% | Q4 2025 | Feb 17, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 2,602 | 1,024 | 0.03% | 0.02% | 201 | +539 | 26.13% | Q4 2025 | Feb 02, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 2,595 | 1,022 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| INGALLS & SNYDER LLC | History | Added to | 2,591 | 1,021 | 0.04% | 0.03% | 203 | +90 | 3.6% | Q4 2025 | Feb 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 2,560 | 1,008 | 0.0% | 0.0% | 204 | -20 | -0.78% | Q4 2025 | Jan 30, 2026 |
| Mittelman Wealth Management | History | Added to | 2,544 | 1,002 | 0.65% | 0.33% | 205 | +1,282 | 101.58% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 2,514 | 990 | 0.05% | — | 206 | +2,514 | New | Q4 2025 | Jan 20, 2026 |
| RFG Advisory, LLC | History | Added to | 2,509 | 988 | 0.02% | 0.01% | 207 | +1,672 | 199.76% | Q4 2025 | Feb 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 3,880 | 985 | 0.02% | 0.03% | 208 | -409 | -9.54% | Q4 2025 | Feb 11, 2026 |
| Modera Wealth Management, LLC | History | No change | 2,484 | 978 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 2,440 | 961 | 0.2% | 0.2% | 210 | +40 | 1.67% | Q4 2025 | Jan 27, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 2,439 | 960 | 0.06% | 0.06% | 211 | +30 | 1.25% | Q4 2025 | Feb 18, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 2,408 | 948 | 0.05% | — | 212 | +2,408 | New | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Added to | 2,341 | 922 | 0.0% | 0.0% | 213 | +8 | 0.34% | Q4 2025 | Jan 30, 2026 |
| AVISO WEALTH MANAGEMENT | History | Added to | 2,322 | 914 | 0.38% | 0.39% | 214 | +72 | 3.2% | Q4 2025 | Feb 13, 2026 |
| Skyline Advisors, Inc. | History | Added to | 2,319 | 913 | 0.3% | 0.32% | 215 | +4 | 0.17% | Q4 2025 | Jan 12, 2026 |
| Beaumont Asset Management, L.L.C. | History | Reduced | 2,298 | 905 | 0.45% | 0.46% | 216 | -35 | -1.5% | Q4 2025 | Jan 21, 2026 |
| Financial Perspectives, Inc | History | Added to | 2,287 | 901 | 0.24% | 0.24% | 217 | +80 | 3.62% | Q4 2025 | Jan 28, 2026 |
| BNP PARIBAS | History | Added to | 2,262 | 891 | 0.03% | 0.03% | 218 | +52 | 2.35% | Q4 2025 | Feb 10, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 2,226 | 876 | 0.0% | 0.0% | 219 | -61 | -2.67% | Q4 2025 | Jan 30, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 2,163 | 852 | 0.09% | 0.07% | 220 | +679 | 45.75% | Q4 2025 | Jan 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 2,151 | 847 | 0.06% | 0.06% | 221 | +22 | 1.03% | Q4 2025 | Feb 03, 2026 |
| Asset One Wealth Management LLC | History | New | 2,085 | 838 | 0.11% | — | 222 | +2,085 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,113 | 832 | 0.02% | 0.02% | 223 | -115 | -5.16% | Q4 2025 | Feb 09, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 2,109 | 830 | 0.02% | 0.02% | 224 | +63 | 3.08% | Q4 2025 | Feb 05, 2026 |
| EQUITABLE TRUST CO | History | No change | 2,053 | 808 | 0.04% | 0.04% | 225 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MAI Capital Management | History | Added to | 2,047 | 806 | 0.0% | 0.0% | 226 | +314 | 18.12% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,028 | 798 | 0.0% | — | 227 | +2,028 | New | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 2,019 | 795 | 0.01% | 0.01% | 228 | +83 | 4.29% | Q4 2025 | Jan 05, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 1,973 | 777 | 0.35% | 0.36% | 229 | +45 | 2.33% | Q4 2025 | Jan 22, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 1,965 | 774 | 0.09% | 0.09% | 230 | -60 | -2.96% | Q4 2025 | Jan 14, 2026 |
| Pathstone Holdings, LLC | History | New | 1,963 | 773 | 0.0% | — | 231 | +1,963 | New | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,958 | 771 | 0.01% | 0.0% | 232 | +279 | 16.62% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | Reduced | 1,947 | 766 | 0.01% | 0.01% | 234 | -81 | -3.99% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 1,946 | 766 | 0.0% | 0.0% | 233 | -5 | -0.26% | Q4 2025 | Jan 29, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 1,938 | 763 | 0.33% | 0.34% | 235 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 1,925 | 758 | 0.06% | 0.07% | 236 | -128 | -6.23% | Q4 2025 | Feb 06, 2026 |
| EVOKE WEALTH, LLC | History | No change | 1,914 | 753 | 0.01% | 0.02% | 237 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Nvest Financial, LLC | History | Added to | 1,869 | 736 | 0.31% | 0.4% | 238 | +113 | 6.44% | Q4 2025 | Feb 10, 2026 |
| Sigma Planning Corp | History | Reduced | 1,836 | 723 | 0.02% | 0.02% | 239 | -266 | -12.65% | Q4 2025 | Jan 30, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 1,793 | 706 | 0.43% | 0.42% | 240 | -11 | -0.61% | Q4 2025 | Feb 06, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 1,787 | 703 | 0.01% | 0.01% | 241 | +238 | 15.36% | Q4 2025 | Feb 12, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 1,755 | 691 | 0.02% | 0.02% | 242 | -584 | -24.97% | Q4 2025 | Feb 17, 2026 |
| Vickerman Investment Advisors, Inc. | History | New | 1,750 | 689 | 0.14% | — | 243 | +1,750 | New | Q4 2025 | Feb 12, 2026 |
| Darrow Company, Inc. | History | No change | 1,742 | 686 | 0.31% | 0.32% | 244 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 1,728 | 680 | 0.01% | 0.01% | 245 | +350 | 25.4% | Q4 2025 | Jan 30, 2026 |
| Tradewinds, LLC. | History | Reduced | 1,702 | 670 | 0.16% | 0.17% | 246 | -46 | -2.63% | Q4 2025 | Feb 13, 2026 |
| Sherman Wealth Management LLC | History | New | 1,668 | 657 | 0.57% | — | 248 | +1,668 | New | Q4 2025 | Jan 15, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,670 | 657 | 0.0% | 0.0% | 247 | +1 | 0.06% | Q4 2025 | Feb 12, 2026 |
| Fisher Asset Management, LLC | History | Added to | 1,660 | 654 | 0.0% | 0.0% | 249 | +59 | 3.69% | Q4 2025 | Feb 09, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 1,656 | 652 | 0.19% | 0.2% | 250 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PUREfi Wealth, LLC | History | No change | 1,637 | 644 | 0.49% | 0.5% | 251 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 1,633 | 643 | 0.0% | 0.0% | 252 | -454 | -21.75% | Q4 2025 | Jan 29, 2026 |
| Strategic Advisors LLC | History | Reduced | 1,607 | 633 | 0.1% | 0.1% | 253 | -26 | -1.59% | Q4 2025 | Feb 10, 2026 |
| Simmons Bank | History | Reduced | 1,587 | 625 | 0.04% | 0.04% | 254 | -5 | -0.31% | Q4 2025 | Feb 05, 2026 |
| Independent Advisor Alliance | History | Added to | 1,546 | 609 | 0.01% | 0.01% | 255 | +132 | 9.34% | Q4 2025 | Feb 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 1,532 | 603 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| StoneX Group Inc. | History | Reduced | 1,526 | 600 | 0.03% | 0.03% | 257 | -16 | -1.04% | Q4 2025 | Feb 12, 2026 |
| NorthRock Partners, LLC | History | New | 1,521 | 599 | 0.01% | — | 258 | +1,521 | New | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 1,514 | 596 | 0.01% | 0.01% | 260 | +194 | 14.7% | Q4 2025 | Feb 03, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 1,515 | 596 | 0.08% | 0.09% | 259 | -30 | -1.94% | Q4 2025 | Jan 14, 2026 |
| Hardy Reed LLC | History | No change | 1,498 | 590 | 0.04% | 0.04% | 261 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Argentarii, LLC | History | No change | 1,495 | 588 | 0.19% | 0.24% | 262 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Ignite Planners, LLC | History | Reduced | 1,460 | 583 | 0.09% | 0.09% | 263 | -3 | -0.21% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,465 | 576 | 0.01% | 0.01% | 264 | +363 | 32.94% | Q4 2025 | Feb 06, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 1,461 | 575 | 0.02% | 0.02% | 265 | +3 | 0.21% | Q4 2025 | Jan 30, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 1,453 | 572 | 0.5% | 0.65% | 266 | -175 | -10.75% | Q4 2025 | Feb 12, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 1,446 | 569 | 0.03% | 0.03% | 267 | +1 | 0.07% | Q4 2025 | Mar 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 1,426 | 565 | 0.04% | 0.04% | 268 | -1 | -0.07% | Q4 2025 | Jan 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 1,414 | 557 | 0.01% | 0.01% | 269 | -644 | -31.29% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,406 | 553 | 0.01% | 0.01% | 270 | -15 | -1.06% | Q4 2025 | Feb 06, 2026 |
| Bison Wealth, LLC | History | New | 1,560 | 552 | 0.06% | — | 271 | +1,560 | New | Q4 2025 | Mar 24, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 1,378 | 543 | 0.02% | — | 272 | +1,378 | New | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,353 | 532 | 0.01% | 0.01% | 273 | +6 | 0.45% | Q4 2025 | Feb 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 1,352 | 532 | 0.03% | 0.03% | 274 | +1 | 0.07% | Q4 2025 | Jan 28, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 1,330 | 523 | 0.0% | 0.0% | 275 | -13 | -0.97% | Q4 2025 | Feb 12, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 1,324 | 521 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mosley Wealth Management | History | New | 1,329 | 519 | 0.24% | — | 280 | +1,329 | New | Q4 2025 | Feb 12, 2026 |
| Csenge Advisory Group | History | Added to | 1,318 | 519 | 0.02% | 0.02% | 278 | +60 | 4.77% | Q4 2025 | Feb 06, 2026 |
| Agate Pass Investment Management, LLC | History | Reduced | 1,319 | 519 | 0.19% | 0.2% | 279 | -40 | -2.94% | Q4 2025 | Jan 08, 2026 |
| CAPITAL CITY TRUST CO/FL | History | No change | 1,318 | 519 | 0.12% | 0.13% | 277 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FIDUCIARY TRUST CO | History | No change | 1,315 | 518 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 1,305 | 514 | 0.22% | 0.23% | 282 | -18 | -1.36% | Q4 2025 | Jan 22, 2026 |
| Choate Investment Advisors | History | Added to | 1,303 | 513 | 0.01% | 0.01% | 283 | +346 | 36.15% | Q4 2025 | Feb 09, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 1,299 | 511 | 0.34% | 0.34% | 284 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 1,289 | 507 | 0.0% | 0.0% | 285 | -370 | -22.3% | Q4 2025 | Feb 17, 2026 |
| FourThought Financial Partners, LLC | History | No change | 1,286 | 506 | 0.04% | 0.04% | 286 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 1,275 | 502 | 0.05% | 0.07% | 287 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Americana Partners, LLC | History | Reduced | 1,264 | 497 | 0.01% | 0.02% | 288 | -5 | -0.39% | Q4 2025 | Feb 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 1,228 | 483 | 0.01% | 0.34% | 289 | -57,712 | -97.92% | Q4 2025 | Feb 10, 2026 |
| NOVEM GROUP | History | Added to | 1,225 | 482 | 0.06% | 0.05% | 290 | +49 | 4.17% | Q4 2025 | Jan 27, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 1,214 | 478 | 0.42% | — | 292 | +1,214 | New | Q4 2025 | Feb 17, 2026 |
| Redwood Financial Network Corp | History | Reduced | 1,215 | 478 | 0.3% | 0.31% | 291 | -40 | -3.19% | Q4 2025 | Feb 10, 2026 |
| V2 Financial group LLC | History | No change | 1,200 | 472 | 0.23% | 0.26% | 293 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,184 | 466 | 0.06% | 0.07% | 294 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CX Institutional | History | Added to | 1,162 | 458 | 0.01% | 0.01% | 295 | +102 | 9.62% | Q4 2025 | Feb 02, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,157 | 455 | 0.02% | 0.02% | 296 | -169 | -12.75% | Q4 2025 | Jan 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,153 | 454 | 0.0% | 0.0% | 297 | +449 | 63.78% | Q4 2025 | Feb 13, 2026 |
| Birchcreek Wealth Management, LLC | History | Reduced | 1,149 | 452 | 0.22% | 0.26% | 298 | -119 | -9.38% | Q4 2025 | Jan 16, 2026 |
| Empowered Funds, LLC | History | New | 1,137 | 447 | 0.01% | — | 299 | +1,137 | New | Q4 2025 | Feb 18, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 1,134 | 446 | 0.05% | 0.06% | 300 | -46 | -3.9% | Q4 2025 | Jan 22, 2026 |
| SCS Capital Management LLC | History | Reduced | 1,101 | 433 | 0.0% | 0.01% | 301 | -451 | -29.06% | Q4 2025 | Feb 10, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 1,095 | 431 | 0.01% | 0.01% | 302 | +39 | 3.69% | Q4 2025 | Feb 09, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 1,087 | 428 | 0.04% | 0.04% | 303 | +24 | 2.26% | Q4 2025 | Feb 13, 2026 |
| LRI Investments, LLC | History | No change | 1,068 | 420 | 0.03% | 0.03% | 304 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 1,065 | 419 | 0.02% | 0.02% | 305 | +97 | 10.02% | Q4 2025 | Feb 09, 2026 |
| Narus Financial Partners, LLC | History | Added to | 1,066 | 419 | 0.12% | 0.11% | 306 | +42 | 4.1% | Q4 2025 | Feb 09, 2026 |
| WATERS PARKERSON & CO., LLC | History | Reduced | 1,055 | 415 | 0.02% | 0.02% | 307 | -100 | -8.66% | Q4 2025 | Feb 12, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 1,050 | 413 | 0.14% | 0.14% | 308 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| LPWM LLC | History | Reduced | 1,042 | 410 | 0.1% | 0.12% | 309 | -120 | -10.33% | Q4 2025 | Jan 06, 2026 |
| TCP Asset Management, LLC | History | No change | 1,040 | 409 | 0.07% | 0.07% | 310 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 1,016 | 400 | 0.0% | 0.0% | 311 | -3,554 | -77.77% | Q4 2025 | Feb 13, 2026 |
| BURNEY CO/ | History | Reduced | 1,012 | 398 | 0.01% | 0.01% | 313 | -45 | -4.26% | Q4 2025 | Jan 23, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,011 | 398 | 0.0% | 0.0% | 312 | -1 | -0.1% | Q4 2025 | Feb 13, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 1,006 | 396 | 0.02% | 0.02% | 314 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FSA Advisors, Inc. | History | New | 993 | 391 | 0.27% | — | 315 | +993 | New | Q4 2025 | Feb 02, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 990 | 390 | 0.1% | 0.12% | 316 | -210 | -17.5% | Q4 2025 | Jan 22, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 982 | 386 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ARTHUR M. COHEN & ASSOCIATES, LLC | History | No change | 977 | 384 | 0.06% | 0.06% | 318 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | No change | 959 | 377 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Reduced | 955 | 376 | 0.21% | 0.22% | 320 | -5 | -0.52% | Q4 2025 | Feb 12, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 942 | 373 | 0.04% | 0.04% | 321 | +85 | 9.92% | Q4 2025 | Feb 17, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 948 | 373 | 0.02% | 0.02% | 322 | -75 | -7.33% | Q4 2025 | Jan 28, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 946 | 372 | 0.0% | 0.0% | 324 | -89 | -8.6% | Q4 2025 | Feb 13, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 947 | 372 | 0.02% | 0.02% | 323 | -34 | -3.47% | Q4 2025 | Feb 17, 2026 |
| Disciplined Investors, L.L.C. | History | Reduced | 943 | 371 | 0.24% | 0.28% | 325 | -47 | -4.75% | Q4 2025 | Feb 10, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 933 | 367 | 0.01% | 0.01% | 326 | +136 | 17.06% | Q4 2025 | Jan 22, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 932 | 367 | 0.17% | 0.18% | 327 | +1 | 0.11% | Q4 2025 | Jan 21, 2026 |
| Visionary Wealth Advisors | History | Reduced | 919 | 362 | 0.02% | 0.02% | 329 | -171 | -15.69% | Q4 2025 | Feb 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 922 | 362 | 0.01% | 0.01% | 328 | +159 | 20.84% | Q4 2025 | Feb 05, 2026 |
| Blue Fin Capital, Inc. | History | Added to | 915 | 360 | 0.06% | 0.05% | 330 | +81 | 9.71% | Q4 2025 | Jan 23, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 915 | 360 | 0.03% | 0.03% | 331 | +51 | 5.9% | Q4 2025 | Jan 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 911 | 359 | 0.01% | 0.01% | 333 | -78 | -7.89% | Q4 2025 | Feb 12, 2026 |
| Key FInancial Inc | History | Added to | 913 | 359 | 0.07% | 0.07% | 334 | +10 | 1.11% | Q4 2025 | Feb 09, 2026 |
| WHITTIER TRUST CO | History | No change | 893 | 359 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Soundwatch Capital LLC | History | Added to | 911 | 358 | 0.06% | 0.04% | 335 | +355 | 63.85% | Q4 2025 | Feb 10, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 902 | 355 | 0.06% | 0.05% | 336 | -33 | -3.53% | Q4 2025 | Feb 13, 2026 |
| Bank of Marin | History | No change | 899 | 354 | 0.24% | 0.25% | 337 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 890 | 350 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Avantax Planning Partners, Inc. | History | New | 887 | 349 | 0.01% | — | 339 | +887 | New | Q4 2025 | Feb 05, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 875 | 344 | 0.15% | 0.16% | 340 | -40 | -4.37% | Q4 2025 | Jan 16, 2026 |
| Western Wealth Management, LLC | History | Added to | 857 | 337 | 0.02% | 0.02% | 341 | +4 | 0.47% | Q4 2025 | Feb 05, 2026 |
| Peterson Wealth Advisors, LLC | History | New | 853 | 336 | 0.04% | — | 342 | +853 | New | Q4 2025 | Jan 09, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 845 | 332 | 0.01% | 0.01% | 343 | +3 | 0.36% | Q4 2025 | Feb 03, 2026 |
| Savant Capital, LLC | History | No change | 822 | 323 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Red Tortoise LLC | History | No change | 819 | 322 | 0.14% | 0.14% | 345 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 813 | 320 | 0.12% | 0.14% | 346 | -101 | -11.05% | Q4 2025 | Feb 03, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 810 | 318 | 0.01% | 0.0% | 347 | +276 | 51.69% | Q4 2025 | Jan 16, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 805 | 317 | 0.1% | 0.28% | 349 | +77 | 10.58% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 805 | 317 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 804 | 316 | 0.09% | 0.01% | 350 | +738 | 1118.18% | Q4 2025 | Feb 06, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 802 | 315 | 0.14% | 0.16% | 351 | +18 | 2.3% | Q4 2025 | Feb 17, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 793 | 314 | 0.0% | — | 352 | +793 | New | Q4 2025 | Feb 03, 2026 |
| Point72 Asset Management, L.P. | History | New | 795 | 313 | 0.0% | — | 353 | +795 | New | Q4 2025 | Feb 17, 2026 |
| DT Investment Partners, LLC | History | Added to | 790 | 311 | 0.03% | 0.02% | 354 | +72 | 10.03% | Q4 2025 | Feb 10, 2026 |
| Bouchey Financial Group Ltd | History | No change | 786 | 309 | 0.02% | 0.02% | 355 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 767 | 302 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Krilogy Financial LLC | History | Reduced | 739 | 298 | 0.01% | 0.02% | 357 | -317 | -30.02% | Q4 2025 | Jan 27, 2026 |
| Black Diamond Financial, LLC | History | New | 754 | 297 | 0.03% | — | 358 | +754 | New | Q4 2025 | Feb 03, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 754 | 297 | 0.18% | 0.19% | 359 | -5 | -0.66% | Q4 2025 | Jan 20, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 750 | 295 | 0.0% | 0.0% | 360 | -145 | -16.2% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 749 | 294 | 0.02% | 0.13% | 361 | -5,111 | -87.22% | Q4 2025 | Jan 20, 2026 |
| NWAM LLC | History | Reduced | 716 | 289 | 0.02% | 0.02% | 362 | -149 | -17.23% | Q4 2025 | Feb 04, 2026 |
| M3 Advisory Group, LLC | History | Reduced | 733 | 288 | 0.18% | 0.18% | 364 | -5 | -0.68% | Q4 2025 | Jan 16, 2026 |
| Smith Salley Wealth Management | History | No change | 732 | 288 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| DRW Securities, LLC | History | New | 731 | 287 | 0.01% | — | 365 | +731 | New | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 723 | 284 | 0.02% | 0.02% | 366 | -99 | -12.04% | Q4 2025 | Feb 10, 2026 |
| NWF Advisory Services Inc. | History | No change | 723 | 284 | 0.03% | 0.03% | 367 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Meeder Advisory Services, Inc. | History | New | 717 | 282 | 0.01% | — | 368 | +717 | New | Q4 2025 | Feb 11, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 710 | 280 | 0.06% | 0.06% | 369 | -1 | -0.14% | Q4 2025 | Feb 17, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 709 | 279 | 0.23% | 0.24% | 370 | +1 | 0.14% | Q4 2025 | Feb 13, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 704 | 277 | 0.16% | 0.18% | 371 | -6 | -0.85% | Q4 2025 | Feb 09, 2026 |
| Boltwood Capital Management | History | No change | 700 | 275 | 0.07% | 0.07% | 372 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 700 | 275 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 685 | 269 | 0.03% | 0.03% | 374 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Yardley Wealth Management LLC | History | Reduced | 681 | 268 | 0.14% | 0.16% | 375 | -66 | -8.84% | Q4 2025 | Feb 05, 2026 |
| WEST BANCORPORATION INC | History | No change | 680 | 267 | 0.14% | 0.15% | 376 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 675 | 265 | 0.11% | 0.11% | 378 | -7 | -1.03% | Q4 2025 | Jan 28, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 674 | 265 | 0.02% | 0.02% | 377 | -3 | -0.44% | Q4 2025 | Feb 03, 2026 |
| Round Rock Advisors LLC | History | No change | 670 | 263 | 0.04% | 0.04% | 379 | 0 | 0.0% | Q4 2025 | Apr 07, 2026 |
| First PREMIER Bank | History | Reduced | 666 | 262 | 0.06% | 0.07% | 381 | -70 | -9.51% | Q4 2025 | Jan 23, 2026 |
| COMMERCE BANK | History | Added to | 667 | 262 | 0.0% | 0.0% | 380 | +18 | 2.77% | Q4 2025 | Feb 13, 2026 |
| MOR Wealth Management, LLC | History | New | 664 | 261 | 0.12% | — | 383 | +664 | New | Q4 2025 | Jan 15, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 664 | 261 | 0.02% | 0.02% | 382 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 661 | 260 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | No change | 660 | 260 | 0.0% | 0.01% | 385 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 660 | 259 | 0.05% | 0.05% | 386 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Tiller Private Wealth, Inc. | History | Added to | 645 | 254 | 0.09% | 0.08% | 387 | +50 | 8.4% | Q4 2025 | Jan 14, 2026 |
| Hopwood Financial Services, Inc. | History | Reduced | 647 | 254 | 0.18% | 0.17% | 388 | -4 | -0.61% | Q4 2025 | Jan 16, 2026 |
| Sowell Financial Services LLC | History | New | 645 | 253 | 0.01% | — | 390 | +645 | New | Q4 2025 | Jan 21, 2026 |
| Fort Point Capital Partners LLC | History | No change | 621 | 253 | 0.03% | 0.03% | 389 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 613 | 252 | 0.02% | 0.02% | 391 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PFG Investments, LLC | History | No change | 641 | 252 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 635 | 250 | 0.0% | 0.01% | 394 | -360 | -36.18% | Q4 2025 | Feb 12, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 636 | 250 | 0.01% | 0.01% | 393 | +1 | 0.16% | Q4 2025 | Feb 04, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 633 | 249 | 0.0% | 0.0% | 395 | -23 | -3.51% | Q4 2025 | Jan 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 629 | 247 | 0.09% | — | 397 | +629 | New | Q4 2025 | Jan 20, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 629 | 247 | 0.08% | 0.1% | 396 | -58 | -8.44% | Q4 2025 | Feb 10, 2026 |
| Millennium Capital Advisors, LLC | History | No change | 625 | 246 | 0.15% | 0.15% | 398 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Nicholas Hoffman & Company, LLC. | History | New | 619 | 243 | 0.01% | — | 399 | +619 | New | Q4 2025 | Feb 02, 2026 |
| TrueWealth Advisors, LLC | History | No change | 619 | 243 | 0.06% | 0.07% | 400 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 614 | 242 | 0.13% | 0.14% | 401 | +1 | 0.16% | Q4 2025 | Feb 05, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 600 | 236 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 600 | 236 | 0.03% | 0.04% | 403 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 595 | 234 | 0.0% | 0.01% | 405 | -523 | -46.78% | Q4 2025 | Jan 22, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 595 | 234 | 0.02% | 0.02% | 404 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 591 | 232 | 0.1% | 0.1% | 406 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Banco Santander, S.A. | History | New | 582 | 229 | 0.0% | — | 407 | +582 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 573 | 225 | 0.0% | — | 408 | +573 | New | Q4 2025 | Feb 18, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 564 | 222 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 563 | 221 | 0.0% | 0.0% | 411 | +1 | 0.18% | Q4 2025 | Feb 17, 2026 |
| Tortoise Investment Management, LLC | History | No change | 563 | 221 | 0.02% | 0.02% | 410 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HUB Investment Partners, LLC | History | New | 561 | 220 | 0.01% | — | 413 | +561 | New | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | No change | 561 | 220 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INTEGRAL INVESTMENT ADVISORS, INC. | History | No change | 561 | 220 | 0.05% | 0.06% | 414 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 556 | 219 | 0.07% | 0.07% | 415 | +26 | 4.91% | Q4 2025 | Feb 12, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 545 | 214 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 536 | 211 | 0.01% | 0.03% | 420 | -1,488 | -73.52% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 520 | 211 | 0.01% | 0.0% | 419 | +439 | 541.98% | Q4 2025 | Jan 21, 2026 |
| Composition Wealth, LLC | History | Added to | 536 | 211 | 0.0% | 0.0% | 418 | +8 | 1.52% | Q4 2025 | Feb 02, 2026 |
| LVZ, Inc. | History | No change | 538 | 211 | 0.02% | 0.02% | 417 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Keel Point, LLC | History | Reduced | 532 | 209 | 0.01% | 0.02% | 421 | -112 | -17.39% | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 528 | 208 | 0.0% | — | 422 | +528 | New | Q4 2025 | Feb 05, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 526 | 207 | 0.14% | 0.14% | 423 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 524 | 206 | 0.03% | 0.04% | 424 | -107 | -16.96% | Q4 2025 | Feb 10, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 525 | 206 | 0.06% | 0.07% | 425 | -50 | -8.7% | Q4 2025 | Feb 11, 2026 |
| Viewpoint Capital Management LLC | History | No change | 521 | 205 | 0.09% | 0.09% | 426 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 519 | 204 | 0.0% | — | 427 | +519 | New | Q4 2025 | Feb 12, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 520 | 204 | 0.07% | 0.07% | 429 | -3 | -0.57% | Q4 2025 | Feb 06, 2026 |
| McCollum Christoferson Group LLC | History | No change | 518 | 204 | 0.06% | 0.06% | 428 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Optimist Retirement Group LLC | History | No change | 518 | 204 | 0.09% | 0.09% | 430 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Berman McAleer LLC | History | No change | 516 | 203 | 0.03% | 0.03% | 431 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Aprio Wealth Management, LLC | History | New | 513 | 202 | 0.01% | — | 432 | +513 | New | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 512 | 201 | 0.0% | 0.0% | 433 | +11 | 2.2% | Q4 2025 | Feb 12, 2026 |
| Chicago Partners Investment Group LLC | History | New | 493 | 200 | 0.0% | — | 434 | +493 | New | Q4 2025 | Jan 28, 2026 |
| CITY HOLDING CO | History | New | 505 | 198 | 0.02% | — | 435 | +505 | New | Q4 2025 | Jan 22, 2026 |
| Rice Partnership, LLC | History | No change | 500 | 196 | 0.03% | 0.03% | 436 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 462 | 187 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 446 | 175 | 0.09% | 0.08% | 438 | -3 | -0.67% | Q4 2025 | Feb 13, 2026 |
| Bogart Wealth, LLC | History | No change | 433 | 170 | 0.01% | 0.01% | 439 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CWM, LLC | History | Added to | 413 | 163 | 0.0% | 0.0% | 440 | +23 | 5.9% | Q4 2025 | Jan 26, 2026 |
| SIGNATUREFD, LLC | History | Added to | 405 | 159 | 0.0% | 0.0% | 441 | +183 | 82.43% | Q4 2025 | Jan 20, 2026 |
| Activest Wealth Management | History | New | 401 | 157 | 0.03% | — | 444 | +401 | New | Q4 2025 | Jan 30, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 401 | 157 | 0.05% | 0.06% | 443 | -55 | -12.06% | Q4 2025 | Jan 23, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 400 | 157 | 0.0% | 0.01% | 442 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 395 | 155 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 390 | 153 | 0.03% | 0.03% | 446 | +1 | 0.26% | Q4 2025 | Jan 20, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 376 | 148 | 0.0% | 0.0% | 447 | +40 | 11.9% | Q4 2025 | Feb 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 359 | 141 | 0.04% | 0.06% | 448 | -187 | -34.25% | Q4 2025 | Feb 02, 2026 |
| Caitlin John, LLC | History | Added to | 337 | 132 | 0.09% | 0.09% | 449 | +1 | 0.3% | Q4 2025 | Feb 18, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 329 | 130 | 0.06% | 0.06% | 450 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CVA Family Office, LLC | History | No change | 325 | 128 | 0.01% | 0.02% | 451 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 323 | 127 | 0.0% | 0.0% | 452 | +262 | 429.51% | Q4 2025 | Feb 11, 2026 |
| Caldwell Trust Co | History | No change | 320 | 126 | 0.01% | 0.01% | 453 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TSFG, LLC | History | No change | 314 | 124 | 0.02% | 0.02% | 454 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 297 | 116 | 0.03% | 0.03% | 455 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Truvestments Capital LLC | History | No change | 290 | 114 | 0.02% | 0.02% | 456 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 279 | 110 | 0.07% | 0.08% | 457 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Advantage Trust Co | History | No change | 270 | 106 | 0.05% | 0.05% | 458 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 265 | 104 | 0.0% | 0.0% | 459 | -13 | -4.68% | Q4 2025 | Jan 29, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 250 | 98 | 0.1% | 0.08% | 460 | +51 | 25.63% | Q4 2025 | Jan 14, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 222 | 87 | 0.04% | 0.11% | 462 | -352 | -61.32% | Q4 2025 | Jan 23, 2026 |
| Smartleaf Asset Management LLC | History | New | 221 | 87 | 0.0% | — | 461 | +221 | New | Q4 2025 | Feb 13, 2026 |
| Windsor Advisory Group, LLC | History | No change | 215 | 84 | 0.07% | 0.08% | 463 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | New | 213 | 83 | 0.01% | — | 464 | +213 | New | Q4 2025 | Mar 04, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 208 | 81 | 0.0% | 0.0% | 465 | +175 | 530.3% | Q4 2025 | Feb 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 205 | 80 | 0.04% | — | 466 | +205 | New | Q4 2025 | Feb 03, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 200 | 78 | 0.02% | 0.02% | 467 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bangor Savings Bank | History | No change | 199 | 78 | 0.01% | 0.01% | 468 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 199 | 78 | 0.03% | 0.02% | 469 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 198 | 77 | 0.0% | 0.0% | 470 | +113 | 132.94% | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 193 | 76 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 191 | 75 | 0.0% | 0.01% | 472 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Clark Wealth Partners | History | No change | 192 | 75 | 0.05% | 0.05% | 473 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Triumph Capital Management | History | New | 183 | 72 | 0.02% | — | 474 | +183 | New | Q4 2025 | Feb 12, 2026 |
| City State Bank | History | No change | 179 | 70 | 0.02% | 0.02% | 475 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Elevated Capital Advisors, LLC | History | New | 169 | 66 | 0.02% | — | 476 | +169 | New | Q4 2025 | Jan 27, 2026 |
| Colonial Trust Advisors | History | No change | 163 | 64 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Horizon Investments, LLC | History | Added to | 161 | 63 | 0.0% | 0.0% | 478 | +27 | 20.15% | Q4 2025 | Feb 02, 2026 |
| Abound Wealth Management | History | No change | 162 | 63 | 0.01% | 0.02% | 479 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Davis Capital Management | History | Reduced | 155 | 61 | 0.04% | 0.04% | 480 | -2 | -1.27% | Q4 2025 | Jan 28, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 149 | 58 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 140 | 55 | 0.01% | 0.01% | 482 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Paladin Advisory Group, LLC | History | No change | 140 | 55 | 0.04% | 0.04% | 483 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| UMB Bank, n.a. | History | New | 139 | 54 | 0.0% | — | 484 | +139 | New | Q4 2025 | Feb 13, 2026 |
| Center for Financial Planning, Inc. | History | No change | 136 | 53 | 0.01% | 0.01% | 485 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 125 | 49 | 0.01% | — | 487 | +125 | New | Q4 2025 | Feb 05, 2026 |
| Quaker Wealth Management, LLC | History | No change | 125 | 49 | 0.02% | 0.02% | 486 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 116 | 46 | 0.0% | 0.0% | 490 | -28 | -19.44% | Q4 2025 | Feb 06, 2026 |
| HOWE & RUSLING INC | History | No change | 119 | 46 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | No change | 117 | 46 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 115 | 45 | 0.02% | 0.02% | 491 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 109 | 42 | 0.01% | 0.01% | 492 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 107 | 42 | 0.01% | 0.01% | 493 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 105 | 41 | 0.01% | 0.01% | 494 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EPG Wealth Management LLC | History | No change | 102 | 40 | 0.01% | 0.01% | 495 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Orion Capital Management LLC | History | Reduced | 100 | 39 | 0.01% | 0.08% | 496 | -500 | -83.33% | Q4 2025 | Feb 03, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 98 | 38 | 0.02% | — | 497 | +98 | New | Q4 2025 | Feb 02, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 96 | 37 | 0.0% | 0.01% | 498 | -739 | -88.5% | Q4 2025 | Feb 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 89 | 35 | 0.0% | — | 499 | +89 | New | Q4 2025 | Jan 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 86 | 33 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Empirical Asset Management, LLC | History | No change | 19,666 | 32 | 0.01% | 0.01% | 501 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 80 | 31 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 79 | 31 | 0.01% | 0.01% | 503 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 80 | 31 | 0.04% | 0.04% | 504 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Operose Advisors LLC | History | Reduced | 78 | 30 | 0.01% | 0.01% | 505 | -2 | -2.5% | Q4 2025 | Feb 10, 2026 |
| Strive Financial Group ,LLC | History | New | 75 | 29 | 0.01% | — | 508 | +75 | New | Q4 2025 | Feb 18, 2026 |
| Root Financial Partners, LLC | History | Added to | 74 | 29 | 0.0% | 0.0% | 507 | +54 | 270.0% | Q4 2025 | Feb 10, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 75 | 29 | 0.01% | 0.0% | 506 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Signature Resources Capital Management, LLC | History | New | 66 | 25 | 0.01% | — | 510 | +66 | New | Q4 2025 | Jan 21, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 65 | 25 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Westfuller Advisors, LLC | History | No change | 65 | 25 | 0.01% | 0.01% | 511 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SouthState Bank Corp | History | No change | 62 | 24 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Asset Dedication, LLC | History | New | 60 | 23 | 0.0% | — | 513 | +60 | New | Q4 2025 | Jan 26, 2026 |
| Jessup Wealth Management, Inc | History | New | 56 | 22 | 0.01% | — | 515 | +56 | New | Q4 2025 | Feb 11, 2026 |
| Scarborough Advisors, LLC | History | No change | 58 | 22 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Dorato Capital Management | History | New | 48 | 19 | 0.01% | — | 518 | +48 | New | Q4 2025 | Jan 16, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 50 | 19 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 50 | 19 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Miller Capital Partners, Inc. | History | New | 47 | 18 | 0.01% | — | 521 | +47 | New | Q4 2025 | Feb 17, 2026 |
| CENTRAL TRUST Co | History | Reduced | 46 | 18 | 0.0% | 0.0% | 519 | -4 | -8.0% | Q4 2025 | Feb 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 46 | 18 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HM PAYSON & CO | History | No change | 45 | 17 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 44 | 17 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Hamrick Investment Counsel, llc | History | New | 40 | 15 | 0.01% | — | 526 | +40 | New | Q4 2025 | Mar 31, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 39 | 15 | 0.0% | — | 524 | +39 | New | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 38 | 15 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HHM Wealth Advisors, LLC | History | New | 33 | 13 | 0.0% | — | 527 | +33 | New | Q4 2025 | Jan 22, 2026 |
| Sunrise Financial Services, LLC | History | New | 31 | 12 | 0.01% | — | 529 | +31 | New | Q4 2025 | Feb 11, 2026 |
| McIlrath & Eck, LLC | History | No change | 31 | 12 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ATWOOD & PALMER INC | History | No change | 30 | 11 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Tidemark, LLC | History | No change | 28 | 11 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rossby Financial, LCC | History | Added to | 23 | 9 | 0.0% | 0.0% | 532 | +18 | 360.0% | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 22 | 8 | 0.0% | 0.0% | 534 | +2 | 10.0% | Q4 2025 | Jan 21, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 21 | 8 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 21 | 8 | 0.01% | 0.01% | 535 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 20 | 7 | 0.0% | 1.47% | 537 | -12,583 | -99.84% | Q4 2025 | Feb 03, 2026 |
| BESSEMER GROUP INC | History | No change | 17 | 7 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 20 | 7 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Colonial Trust Co / SC | History | No change | 19 | 7 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 17 | 6 | 0.0% | 0.0% | 542 | -17 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Signature Equity Partners, LLC | History | New | 15 | 6 | 0.0% | — | 543 | +15 | New | Q4 2025 | Feb 17, 2026 |
| Realta Investment Advisors | History | No change | 16 | 6 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 16 | 6 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Bank of New Hampshire | History | New | 15 | 5 | 0.0% | — | 546 | +15 | New | Q4 2025 | Mar 16, 2026 |
| Founders Capital Management | History | No change | 13 | 5 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Archer Investment Corp | History | No change | 13 | 5 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 14 | 5 | 0.0% | 0.01% | 547 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Friedenthal Financial | History | No change | 12 | 4 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Larson Financial Group LLC | History | No change | 12 | 4 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| JNBA Financial Advisors | History | Reduced | 9 | 3 | 0.0% | 0.0% | 551 | -18 | -66.67% | Q4 2025 | Jan 26, 2026 |
| CBIZ Investment Advisory Services, LLC | History | New | 10 | 3 | 0.0% | — | 552 | +10 | New | Q4 2025 | Feb 09, 2026 |
| Smallwood Wealth Investment Management, LLC | History | New | 8 | 3 | 0.0% | — | 553 | +8 | New | Q4 2025 | Jan 23, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 10 | 3 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 10 | 3 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Estate Planners Group, LLC | History | New | 7 | 2 | 0.0% | — | 558 | +7 | New | Q4 2025 | Apr 07, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | New | 6 | 2 | 0.0% | — | 555 | +6 | New | Q4 2025 | Jan 30, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 7 | 2 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Creative Capital Management Investments LLC | History | No change | 6 | 2 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PRIVATE TRUST CO NA | History | New | 5 | 1 | 0.0% | — | 559 | +5 | New | Q4 2025 | Jan 26, 2026 |
| Kinloch Capital, LLC | History | Closed out | 0 | 0 | — | 2.56% | — | -14,777 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BEARING POINT CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -6,065 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Retireful, LLC | History | Closed out | 0 | 0 | — | 2.17% | — | -5,666 | -100.0% | Q3 2025 | Oct 17, 2025 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -4,174 | -100.0% | Q3 2025 | Oct 21, 2025 |
| AdvisorShares Investments LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -2,416 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.03% | — | -2,381 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BBR PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,354 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.1% | — | -2,080 | -100.0% | Q3 2025 | Nov 12, 2025 |
| WESPAC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -1,720 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,682 | -100.0% | Q3 2025 | Nov 10, 2025 |
| COMPASS CAPITAL MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -675 | -100.0% | Q3 2025 | Nov 13, 2025 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.12% | — | -560 | -100.0% | Q3 2025 | Oct 29, 2025 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -560 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -539 | -100.0% | Q3 2025 | Nov 12, 2025 |
| VANGUARD GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -510 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CHOREO, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -507 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -507 | -100.0% | Q3 2025 | Oct 28, 2025 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -505 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Qube Research & Technologies Ltd | History | Reduced | 2 | 0 | — | 0.0% | — | -457 | -99.56% | Q4 2025 | Feb 17, 2026 |
| BTG Pactual Asset Management US LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -440 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -289 | -100.0% | Q3 2025 | Nov 18, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -247 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Minot DeBlois Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -138 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -130 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -125 | -100.0% | Q3 2025 | Nov 10, 2025 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -121 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -118 | -100.0% | Q3 2025 | Nov 07, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -88 | -100.0% | Q3 2025 | Nov 03, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q3 2025 | Oct 21, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q3 2025 | Mar 31, 2026 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sterling Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Perkins Coie Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3 | -100.0% | Q3 2025 | Nov 07, 2025 |