VANGUARD WORLD FUND - VDC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,911,798 | 826,328 | 0.06% | 0.06% | 1 | +52,744 | 1.37% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 874,979 | 184,830 | 0.05% | 0.05% | 2 | +31,343 | 3.72% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 637,725 | 134,713 | 0.01% | 0.01% | 3 | +70,909 | 12.51% | Q4 2025 | Feb 13, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 451,731 | 95,423 | 5.11% | 5.1% | 4 | -47,629 | -9.54% | Q4 2025 | Feb 12, 2026 |
| Compass Financial Group, INC/SD | History | Reduced | 451,143 | 95,299 | 13.61% | 14.53% | 5 | -1,131 | -0.25% | Q4 2025 | Jan 27, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 432,639 | 91,390 | 1.35% | 1.32% | 6 | +21,025 | 5.11% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 380,044 | 80,280 | 0.01% | 0.02% | 7 | +2,761 | 0.73% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 319,225 | 67,433 | 0.02% | 0.02% | 8 | -16,393 | -4.88% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 265,869 | 56,162 | 0.01% | 0.01% | 9 | +24,001 | 9.92% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 265,345 | 56,051 | 0.06% | 0.07% | 10 | +3,267 | 1.25% | Q4 2025 | Feb 17, 2026 |
| Empower Advisory Group, LLC | History | Added to | 248,025 | 52,392 | 0.14% | 0.13% | 11 | +28,407 | 12.93% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 221,910 | 46,878 | 0.01% | 0.01% | 12 | +38,353 | 20.89% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 218,192 | 46,090 | 0.01% | 0.01% | 13 | +8,158 | 3.88% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 201,535 | 42,572 | 0.06% | 0.06% | 14 | -15,639 | -7.2% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 149,547 | 31,592 | 0.03% | 0.03% | 15 | -13,887 | -8.5% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 144,288 | 30,510 | 0.04% | 0.05% | 16 | -18,477 | -11.35% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Reduced | 126,021 | 26,620 | 0.04% | 0.04% | 17 | -2,275 | -1.77% | Q4 2025 | Feb 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 117,287 | 24,775 | 0.02% | 0.02% | 18 | -27,272 | -18.87% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 115,409 | 24,379 | 0.04% | 0.05% | 19 | -385 | -0.33% | Q4 2025 | Mar 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 102,435 | 21,638 | 0.06% | 0.09% | 20 | -58,190 | -36.23% | Q4 2025 | Feb 05, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 98,642 | 20,837 | 0.78% | 0.05% | 21 | +94,953 | 2573.95% | Q4 2025 | Feb 04, 2026 |
| ROYAL BANK OF CANADA | History | New | 89,469 | 18,899 | 0.0% | — | 22 | +89,469 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 88,200 | 18,631 | 0.08% | 0.08% | 23 | +2,920 | 3.42% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 80,955 | 17,100 | 0.0% | 0.0% | 24 | -1,953 | -2.36% | Q4 2025 | Feb 11, 2026 |
| Blankinship & Foster, LLC | History | Added to | 80,445 | 16,993 | 3.67% | 3.76% | 25 | +32 | 0.04% | Q4 2025 | Jan 23, 2026 |
| Lido Advisors, LLC | History | Added to | 75,910 | 16,155 | 0.05% | 0.05% | 26 | +6,549 | 9.44% | Q4 2025 | Feb 10, 2026 |
| Marotta Asset Management | History | Reduced | 74,426 | 15,721 | 2.91% | 3.02% | 27 | -758 | -1.01% | Q4 2025 | Jan 07, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 72,921 | 15,403 | 0.27% | 0.25% | 28 | +6,440 | 9.69% | Q4 2025 | Jan 22, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 69,449 | 14,670 | 0.93% | 1.08% | 29 | -8,067 | -10.41% | Q4 2025 | Jan 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 67,684 | 14,297 | 0.02% | 0.03% | 30 | -11,303 | -14.31% | Q4 2025 | Feb 18, 2026 |
| Waverly Advisors, LLC | History | Reduced | 64,555 | 13,636 | 0.11% | 0.15% | 31 | -3,909 | -5.71% | Q4 2025 | Feb 17, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 58,249 | 12,304 | 0.39% | 0.39% | 32 | +2,242 | 4.0% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 57,596 | 12,166 | 0.19% | 0.18% | 33 | +7,728 | 15.5% | Q4 2025 | Feb 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 50,939 | 10,760 | 0.02% | 0.02% | 34 | +4,060 | 8.66% | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 49,860 | 10,532 | 0.05% | 0.05% | 35 | +4,977 | 11.09% | Q4 2025 | Feb 17, 2026 |
| SELDON CAPITAL LP | History | No change | 47,593 | 10,053 | 3.48% | 3.57% | 36 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 44,533 | 9,407 | 5.73% | 5.77% | 37 | -950 | -2.09% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 41,872 | 8,845 | 0.1% | 0.09% | 38 | +4,226 | 11.23% | Q4 2025 | Jan 20, 2026 |
| CMH Wealth Management LLC | History | Added to | 39,743 | 8,395 | 1.8% | 1.8% | 39 | +329 | 0.83% | Q4 2025 | Jan 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 39,633 | 8,372 | 0.07% | 0.05% | 40 | -1,506 | -3.66% | Q4 2025 | Feb 13, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 37,499 | 7,908 | 3.06% | 3.22% | 41 | +480 | 1.3% | Q4 2025 | Feb 03, 2026 |
| M&T BANK CORP | History | Reduced | 36,931 | 7,801 | 0.03% | 0.03% | 42 | -1,494 | -3.89% | Q4 2025 | Jan 30, 2026 |
| McIlrath & Eck, LLC | History | Added to | 36,895 | 7,793 | 0.72% | 0.0% | 43 | +36,887 | 461087.5% | Q4 2025 | Feb 03, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | New | 35,881 | 7,579 | 1.74% | — | 44 | +35,881 | New | Q4 2025 | Feb 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 35,202 | 7,420 | 0.01% | 0.01% | 45 | +1,370 | 4.05% | Q4 2025 | Jan 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 35,033 | 7,400 | 0.0% | 0.0% | 46 | -708 | -1.98% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 34,946 | 7,381 | 0.02% | 0.02% | 47 | -3,431 | -8.94% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 33,739 | 7,127 | 0.0% | 0.0% | 48 | +1,882 | 5.91% | Q4 2025 | Mar 25, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 32,365 | 6,836 | 0.25% | 0.28% | 49 | +4,308 | 15.35% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Added to | 32,012 | 6,762 | 0.01% | 0.01% | 50 | +344 | 1.09% | Q4 2025 | Feb 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | New | 30,857 | 6,518 | 1.57% | — | 51 | +30,857 | New | Q4 2025 | Feb 27, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 30,804 | 6,507 | 0.01% | 0.01% | 52 | -2,557 | -7.66% | Q4 2025 | Feb 02, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 30,298 | 6,399 | 4.07% | 4.36% | 53 | -2,034 | -6.29% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 29,941 | 6,324 | 0.0% | 0.0% | 54 | +4,437 | 17.4% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 29,195 | 6,167 | 0.05% | 0.04% | 55 | +5,135 | 21.34% | Q4 2025 | Jan 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 27,740 | 5,859 | 0.04% | 0.07% | 56 | -12,061 | -30.3% | Q4 2025 | Feb 12, 2026 |
| Greenline Partners, LLC | History | Added to | 27,584 | 5,826 | 0.67% | 0.7% | 57 | +781 | 2.91% | Q4 2025 | Feb 17, 2026 |
| Merrithew & Thorsten Inc | History | New | 27,476 | 5,804 | 6.14% | — | 58 | +27,476 | New | Q4 2025 | Feb 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 30,368 | 5,782 | 0.14% | 0.12% | 59 | +225 | 0.75% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 27,173 | 5,740 | 0.0% | 0.0% | 60 | -2,184 | -7.44% | Q4 2025 | Feb 13, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 25,983 | 5,488 | 1.55% | 1.57% | 61 | +840 | 3.34% | Q4 2025 | Jan 23, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 25,925 | 5,476 | 0.04% | 0.05% | 62 | -243 | -0.93% | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | Added to | 25,899 | 5,470 | 1.69% | 1.74% | 63 | +865 | 3.46% | Q4 2025 | Feb 12, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 25,753 | 5,439 | 0.33% | 0.36% | 64 | -405 | -1.55% | Q4 2025 | Feb 18, 2026 |
| HighTower Advisors, LLC | History | Reduced | 25,697 | 5,428 | 0.01% | 0.01% | 65 | -67 | -0.26% | Q4 2025 | Feb 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 25,316 | 5,347 | 0.14% | 0.14% | 66 | -769 | -2.95% | Q4 2025 | Jan 07, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Added to | 25,062 | 5,294 | 0.01% | 0.0% | 67 | +17,275 | 221.84% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 24,831 | 5,245 | 0.01% | 0.01% | 68 | +1,405 | 6.0% | Q4 2025 | Jan 30, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 24,644 | 5,205 | 2.4% | 2.15% | 69 | +3,714 | 17.74% | Q4 2025 | Jan 20, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 24,629 | 5,202 | 2.09% | 2.23% | 70 | -2,294 | -8.52% | Q4 2025 | Feb 11, 2026 |
| CORDA Investment Management, LLC. | History | New | 24,542 | 5,184 | 0.38% | — | 71 | +24,542 | New | Q4 2025 | Feb 03, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 24,409 | 5,156 | 1.84% | 1.14% | 72 | +447 | 1.87% | Q4 2025 | Feb 03, 2026 |
| Creative Planning | History | Added to | 22,909 | 4,839 | 0.0% | 0.0% | 73 | +530 | 2.37% | Q4 2025 | Feb 17, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | New | 22,193 | 4,688 | 2.95% | — | 74 | +22,193 | New | Q4 2025 | Feb 27, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 21,982 | 4,643 | 0.2% | 0.21% | 75 | -131 | -0.59% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 21,493 | 4,540 | 0.02% | 0.04% | 76 | -9,584 | -30.84% | Q4 2025 | Feb 12, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Reduced | 21,385 | 4,517 | 1.37% | 4.72% | 77 | -40,970 | -65.7% | Q4 2025 | Feb 10, 2026 |
| Sharper & Granite LLC | History | Reduced | 20,966 | 4,428 | 1.56% | 1.63% | 78 | -333 | -1.56% | Q4 2025 | Jan 27, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | New | 20,770 | 4,387 | 3.47% | — | 79 | +20,770 | New | Q4 2025 | Feb 09, 2026 |
| ESG Planning DBA Harper Investing | History | Added to | 20,574 | 4,346 | 1.87% | 1.84% | 80 | +2,504 | 13.86% | Q4 2025 | Feb 04, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 20,387 | 4,306 | 0.63% | 0.61% | 81 | +1,367 | 7.19% | Q4 2025 | Feb 10, 2026 |
| AlphaCore Capital LLC | History | Reduced | 20,337 | 4,295 | 0.1% | 0.15% | 82 | -167 | -0.81% | Q4 2025 | Feb 05, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 20,294 | 4,286 | 0.06% | 0.1% | 83 | -11,547 | -36.26% | Q4 2025 | Feb 12, 2026 |
| HC Advisors, LLC | History | Reduced | 20,270 | 4,281 | 2.96% | 3.22% | 84 | -1,191 | -5.55% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 19,664 | 4,153 | 0.01% | 0.0% | 85 | +8,474 | 75.73% | Q4 2025 | Mar 09, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 18,299 | 3,865 | 1.34% | 1.5% | 86 | -862 | -4.5% | Q4 2025 | Jan 27, 2026 |
| Sigma Planning Corp | History | Reduced | 18,275 | 3,860 | 0.11% | 0.11% | 87 | -125 | -0.68% | Q4 2025 | Jan 30, 2026 |
| BAILARD, INC. | History | Added to | 18,030 | 3,808 | 0.08% | 0.07% | 88 | +2,119 | 13.32% | Q4 2025 | Feb 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 17,710 | 3,741 | 0.03% | 0.02% | 89 | +1,869 | 11.8% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 17,470 | 3,690 | 0.0% | 0.0% | 90 | +25 | 0.14% | Q4 2025 | Feb 17, 2026 |
| Silver Coast Investments LLC | History | New | 16,925 | 3,575 | 1.23% | — | 91 | +16,925 | New | Q4 2025 | Jan 27, 2026 |
| Merit Financial Group, LLC | History | Reduced | 16,923 | 3,574 | 0.03% | 0.04% | 92 | -4,740 | -21.88% | Q4 2025 | Jan 26, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 16,273 | 3,437 | 0.17% | 0.27% | 93 | -4,773 | -22.68% | Q4 2025 | Jan 28, 2026 |
| Pathstone Holdings, LLC | History | New | 16,201 | 3,422 | 0.01% | — | 94 | +16,201 | New | Q4 2025 | Feb 13, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 15,857 | 3,349 | 1.94% | 2.07% | 95 | -505 | -3.09% | Q4 2025 | Jan 27, 2026 |
| Joule Financial, LLC | History | Reduced | 15,427 | 3,258 | 0.98% | 1.02% | 96 | -446 | -2.81% | Q4 2025 | Jan 20, 2026 |
| Certified Advisory Corp | History | Added to | 15,177 | 3,205 | 0.29% | 0.31% | 97 | +41 | 0.27% | Q4 2025 | Jan 12, 2026 |
| Royal Fund Management, LLC | History | Added to | 15,154 | 3,203 | 0.29% | 0.27% | 98 | +4,467 | 41.8% | Q4 2025 | Jan 15, 2026 |
| Opus Financial Solutions LLC | History | New | 14,816 | 3,129 | 2.95% | — | 99 | +14,816 | New | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 14,659 | 3,096 | 0.04% | 0.04% | 100 | -748 | -4.85% | Q4 2025 | Feb 05, 2026 |
| One Day In July LLC | History | Added to | 14,589 | 3,081 | 0.25% | 0.25% | 101 | +900 | 6.57% | Q4 2025 | Feb 04, 2026 |
| Quantinno Capital Management LP | History | Reduced | 14,466 | 3,055 | 0.01% | 0.01% | 102 | -922 | -5.99% | Q4 2025 | Feb 17, 2026 |
| Financial Perspectives, Inc | History | Added to | 14,154 | 2,989 | 0.81% | 0.8% | 103 | +689 | 5.12% | Q4 2025 | Jan 28, 2026 |
| Bonfire Financial | History | Added to | 13,815 | 2,918 | 2.18% | 2.18% | 104 | +527 | 3.97% | Q4 2025 | Jan 27, 2026 |
| TRUST CO OF OKLAHOMA | History | Added to | 13,675 | 2,888 | 0.84% | 0.82% | 105 | +689 | 5.31% | Q4 2025 | Jan 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 13,657 | 2,884 | 0.01% | 0.01% | 106 | -61 | -0.44% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 13,629 | 2,878 | 0.0% | 0.0% | 107 | +1,169 | 9.38% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 13,501 | 2,852 | 0.01% | 0.01% | 108 | +1,283 | 10.5% | Q4 2025 | Feb 18, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 13,462 | 2,843 | 0.64% | 0.68% | 109 | -29 | -0.21% | Q4 2025 | Jan 12, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 13,340 | 2,818 | 0.01% | 0.01% | 110 | -1,616 | -10.81% | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 12,845 | 2,713 | 0.05% | 0.07% | 111 | +32 | 0.25% | Q4 2025 | Feb 13, 2026 |
| Stelac Advisory Services LLC | History | Reduced | 12,638 | 2,669 | 0.94% | 1.0% | 112 | -895 | -6.61% | Q4 2025 | Feb 12, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 12,594 | 2,660 | 0.96% | 1.08% | 113 | -860 | -6.39% | Q4 2025 | Feb 05, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 12,581 | 2,657 | 0.2% | 0.24% | 114 | +129 | 1.04% | Q4 2025 | Jan 28, 2026 |
| Advisory Services Network, LLC | History | Reduced | 12,358 | 2,610 | 0.04% | 0.04% | 115 | -478 | -3.72% | Q4 2025 | Feb 17, 2026 |
| Retirement Planning Group, LLC | History | Added to | 12,329 | 2,604 | 0.09% | 0.09% | 116 | +5 | 0.04% | Q4 2025 | Feb 03, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 12,283 | 2,594 | 0.02% | 0.02% | 117 | -51 | -0.41% | Q4 2025 | Jan 29, 2026 |
| Anchor Investment Management, LLC | History | Added to | 12,211 | 2,579 | 0.21% | 0.21% | 118 | +499 | 4.26% | Q4 2025 | Feb 26, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 12,077 | 2,551 | 0.23% | 0.24% | 119 | -215 | -1.75% | Q4 2025 | Feb 12, 2026 |
| Curran Financial Partners, LLC | History | Added to | 11,954 | 2,525 | 0.48% | 0.5% | 120 | +51 | 0.43% | Q4 2025 | Jan 22, 2026 |
| ASSETMARK, INC | History | Added to | 11,924 | 2,518 | 0.01% | 0.0% | 121 | +3,316 | 38.52% | Q4 2025 | Jan 23, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 11,906 | 2,515 | 0.06% | 0.07% | 122 | -269 | -2.21% | Q4 2025 | Feb 03, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 11,719 | 2,475 | 0.9% | 1.07% | 123 | -17 | -0.14% | Q4 2025 | Feb 12, 2026 |
| Keebeck Wealth Management | History | Reduced | 11,406 | 2,409 | 0.28% | 0.3% | 124 | -312 | -2.66% | Q4 2025 | Feb 17, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 11,208 | 2,367 | 0.33% | 0.4% | 125 | -279 | -2.43% | Q4 2025 | Jan 14, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | Reduced | 11,164 | 2,358 | 1.46% | 1.49% | 126 | -91 | -0.81% | Q4 2025 | Jan 12, 2026 |
| Westside Investment Management, Inc. | History | Added to | 10,956 | 2,314 | 0.37% | 0.37% | 127 | +89 | 0.82% | Q4 2025 | Jan 23, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 10,711 | 2,262 | 0.51% | 0.57% | 128 | -1,115 | -9.43% | Q4 2025 | Feb 05, 2026 |
| Nvest Financial, LLC | History | Added to | 10,670 | 2,253 | 0.94% | 0.81% | 129 | +4,094 | 62.26% | Q4 2025 | Feb 10, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 10,473 | 2,212 | 0.51% | 0.49% | 130 | +231 | 2.26% | Q4 2025 | Jan 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 10,334 | 2,182 | 0.0% | 0.0% | 131 | -18,282 | -63.89% | Q4 2025 | Feb 17, 2026 |
| Apollon Financial, LLC | History | Reduced | 10,253 | 2,165 | 0.31% | 0.39% | 132 | -829 | -7.48% | Q4 2025 | Jan 22, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 10,196 | 2,153 | 0.16% | 0.17% | 133 | -256 | -2.45% | Q4 2025 | Feb 05, 2026 |
| RCW Management, LLC | History | New | 10,102 | 2,133 | 2.15% | — | 134 | +10,102 | New | Q4 2025 | Jan 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 9,850 | 2,080 | 0.0% | 0.0% | 135 | +1,363 | 16.06% | Q4 2025 | Feb 12, 2026 |
| PFG Advisors | History | Reduced | 9,784 | 2,066 | 0.1% | 0.09% | 136 | -871 | -8.17% | Q4 2025 | Jan 27, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 9,784 | 2,066 | 0.03% | 0.03% | 137 | -450 | -4.4% | Q4 2025 | Jan 22, 2026 |
| Empowered Funds, LLC | History | Reduced | 9,717 | 2,052 | 0.03% | 0.02% | 138 | -124 | -1.26% | Q4 2025 | Feb 18, 2026 |
| WBH ADVISORY INC | History | Reduced | 9,667 | 2,042 | 0.15% | 0.16% | 139 | -81 | -0.83% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Wealth | History | Reduced | 9,461 | 1,999 | 0.0% | 0.0% | 140 | -486 | -4.89% | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 9,384 | 1,982 | 0.02% | 0.02% | 141 | +77 | 0.83% | Q4 2025 | Jan 15, 2026 |
| Accel Wealth Management | History | Reduced | 9,371 | 1,979 | 0.54% | 0.59% | 142 | -192 | -2.01% | Q4 2025 | Jan 20, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 9,324 | 1,969 | 0.05% | 0.05% | 143 | +601 | 6.89% | Q4 2025 | Jan 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 9,292 | 1,962 | 0.01% | 0.02% | 144 | +681 | 7.91% | Q4 2025 | Feb 18, 2026 |
| Calder Financial LLC | History | New | 9,164 | 1,935 | 1.9% | — | 145 | +9,164 | New | Q4 2025 | Jan 23, 2026 |
| Fischer Financial Services, Inc. | History | Reduced | 9,095 | 1,921 | 0.51% | 0.53% | 146 | -150 | -1.62% | Q4 2025 | Feb 06, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 8,914 | 1,883 | 0.01% | 0.01% | 147 | -1,218 | -12.02% | Q4 2025 | Jan 29, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Added to | 8,333 | 1,848 | 0.7% | 1.07% | 148 | +2,639 | 46.35% | Q4 2025 | Feb 10, 2026 |
| StoneX Group Inc. | History | Reduced | 8,469 | 1,790 | 0.08% | 0.09% | 149 | -827 | -8.9% | Q4 2025 | Feb 12, 2026 |
| Marion Wealth Management | History | Added to | 7,820 | 1,763 | 0.39% | 0.39% | 150 | +197 | 2.58% | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 8,154 | 1,722 | 0.01% | 0.01% | 151 | +291 | 3.7% | Q4 2025 | Feb 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 8,061 | 1,702 | 0.06% | 0.06% | 152 | +378 | 4.92% | Q4 2025 | Jan 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 8,027 | 1,695 | 0.03% | 0.04% | 153 | +581 | 7.8% | Q4 2025 | Feb 09, 2026 |
| Hilltop Holdings Inc. | History | Added to | 7,834 | 1,654 | 0.1% | 0.07% | 154 | +1,570 | 25.06% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 7,815 | 1,650 | 0.02% | 0.02% | 155 | -45 | -0.57% | Q4 2025 | Feb 09, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 7,777 | 1,642 | 0.04% | 0.06% | 156 | -3,305 | -29.82% | Q4 2025 | Feb 03, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 7,729 | 1,632 | 0.03% | 0.03% | 157 | +1,043 | 15.6% | Q4 2025 | Feb 03, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 7,701 | 1,626 | 0.02% | 0.01% | 158 | +3,739 | 94.37% | Q4 2025 | Jan 21, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 7,644 | 1,614 | 0.29% | 0.04% | 159 | +6,620 | 646.48% | Q4 2025 | Feb 10, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 7,559 | 1,596 | 1.35% | 1.43% | 161 | -254 | -3.25% | Q4 2025 | Feb 18, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 7,560 | 1,596 | 0.27% | 0.29% | 160 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 7,499 | 1,584 | 0.12% | 0.09% | 162 | +873 | 13.18% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 7,498 | 1,584 | 0.04% | 0.04% | 163 | +397 | 5.59% | Q4 2025 | Feb 17, 2026 |
| Wolff Financial Management LLC | History | Added to | 7,349 | 1,552 | 0.35% | 0.36% | 164 | +28 | 0.38% | Q4 2025 | Feb 06, 2026 |
| Advisors Capital Management, LLC | History | Added to | 7,100 | 1,499 | 0.02% | 0.02% | 165 | +83 | 1.18% | Q4 2025 | Jan 29, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 7,014 | 1,481 | 0.01% | 0.01% | 166 | -307 | -4.19% | Q4 2025 | Feb 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 7,000 | 1,478 | 0.0% | 0.01% | 167 | -9,117 | -56.57% | Q4 2025 | Feb 10, 2026 |
| SYON CAPITAL LLC | History | Added to | 6,918 | 1,461 | 0.07% | 0.07% | 168 | +396 | 6.07% | Q4 2025 | Feb 11, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 6,847 | 1,446 | 0.05% | 0.04% | 169 | +1,281 | 23.01% | Q4 2025 | Jan 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 6,806 | 1,437 | 0.01% | 0.01% | 170 | +3,212 | 89.37% | Q4 2025 | Feb 17, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 5,963 | 1,424 | 0.42% | 0.42% | 171 | +71 | 1.21% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 6,715 | 1,418 | 0.03% | 0.03% | 172 | -30 | -0.44% | Q4 2025 | Feb 02, 2026 |
| One Capital Management, LLC | History | No change | 6,624 | 1,399 | 0.04% | 0.05% | 173 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 6,601 | 1,394 | 0.36% | 0.39% | 174 | -333 | -4.8% | Q4 2025 | Feb 06, 2026 |
| Cordoba Advisory Partners LLC | History | New | 6,503 | 1,373 | 0.34% | — | 175 | +6,503 | New | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 6,461 | 1,364 | 0.0% | 0.01% | 176 | -21,172 | -76.62% | Q4 2025 | Feb 17, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 6,434 | 1,359 | 0.05% | 0.05% | 177 | -6 | -0.09% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 6,297 | 1,330 | 0.03% | 0.03% | 178 | -625 | -9.03% | Q4 2025 | Jan 14, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Added to | 6,246 | 1,319 | 0.74% | 0.73% | 179 | +399 | 6.82% | Q4 2025 | Jan 30, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 6,237 | 1,317 | 0.22% | 0.31% | 180 | -1,229 | -16.46% | Q4 2025 | Jan 29, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 6,233 | 1,316 | 0.0% | 0.0% | 181 | -1,364 | -17.95% | Q4 2025 | Jan 30, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 6,106 | 1,290 | 0.06% | 0.06% | 182 | +191 | 3.23% | Q4 2025 | Feb 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 6,070 | 1,282 | 0.14% | — | 183 | +6,070 | New | Q4 2025 | Feb 13, 2026 |
| &PARTNERS | History | Added to | 6,007 | 1,268 | 0.01% | 0.01% | 184 | +1,570 | 35.38% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 5,998 | 1,267 | 0.01% | 0.01% | 185 | +802 | 15.43% | Q4 2025 | Jan 26, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Reduced | 5,979 | 1,263 | 0.16% | 0.09% | 186 | -1,259 | -17.39% | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 5,967 | 1,260 | 0.42% | 0.46% | 187 | -363 | -5.73% | Q4 2025 | Jan 23, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 5,883 | 1,242 | 0.01% | 0.01% | 188 | -270 | -4.39% | Q4 2025 | Feb 17, 2026 |
| Northstar Group, Inc. | History | Added to | 5,741 | 1,212 | 0.17% | 0.16% | 189 | +517 | 9.9% | Q4 2025 | Feb 13, 2026 |
| Guardian Capital, LLC | History | New | 5,736 | 1,211 | 1.08% | — | 190 | +5,736 | New | Q4 2025 | Feb 05, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 5,677 | 1,199 | 0.03% | 0.03% | 191 | +240 | 4.41% | Q4 2025 | Feb 13, 2026 |
| Independent Family Office, LLC | History | No change | 5,640 | 1,191 | 0.5% | 0.51% | 192 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wood Tarver Financial Group, LLC | History | Reduced | 5,632 | 1,189 | 0.33% | 0.38% | 193 | -418 | -6.91% | Q4 2025 | Feb 12, 2026 |
| EP Wealth Advisors, LLC | History | New | 5,616 | 1,186 | 0.01% | — | 194 | +5,616 | New | Q4 2025 | Feb 18, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 5,615 | 1,186 | 0.01% | 0.01% | 195 | +315 | 5.94% | Q4 2025 | Jan 29, 2026 |
| CVA Family Office, LLC | History | No change | 5,562 | 1,174 | 0.14% | 0.15% | 196 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Vickerman Investment Advisors, Inc. | History | New | 5,501 | 1,162 | 0.23% | — | 197 | +5,501 | New | Q4 2025 | Feb 12, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | Added to | 5,468 | 1,155 | 0.36% | 0.32% | 198 | +857 | 18.59% | Q4 2025 | Feb 10, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 5,421 | 1,145 | 0.06% | 0.07% | 199 | -1,179 | -17.86% | Q4 2025 | Feb 06, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Added to | 5,419 | 1,144 | 0.52% | 0.53% | 200 | +77 | 1.44% | Q4 2025 | Jan 14, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Added to | 5,389 | 1,138 | 0.29% | 0.28% | 201 | +181 | 3.48% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 5,256 | 1,110 | 0.0% | 0.0% | 202 | +2,521 | 92.18% | Q4 2025 | Feb 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 5,259 | 1,110 | 0.02% | 0.02% | 203 | -293 | -5.28% | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,185 | 1,095 | 0.01% | 0.02% | 204 | +42 | 0.82% | Q4 2025 | Jan 23, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 5,137 | 1,085 | 0.01% | 0.01% | 205 | -300 | -5.52% | Q4 2025 | Feb 05, 2026 |
| GTS SECURITIES LLC | History | New | 5,102 | 1,077 | 0.04% | — | 206 | +5,102 | New | Q4 2025 | Feb 13, 2026 |
| MAI Capital Management | History | Reduced | 5,073 | 1,071 | 0.01% | 0.01% | 207 | -135 | -2.59% | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 4,982 | 1,052 | 0.02% | 0.02% | 208 | +105 | 2.15% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 4,979 | 1,051 | 0.0% | — | 209 | +4,979 | New | Q4 2025 | Feb 05, 2026 |
| MontVue Capital Management, Inc. | History | No change | 4,945 | 1,044 | 0.69% | 0.71% | 210 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 4,928 | 1,041 | 0.04% | 0.04% | 211 | -75 | -1.5% | Q4 2025 | Jan 07, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 4,872 | 1,029 | 0.02% | 0.02% | 212 | -53 | -1.08% | Q4 2025 | Feb 06, 2026 |
| ROI Financial Advisors, LLC | History | Reduced | 4,864 | 1,027 | 0.59% | 0.65% | 214 | -216 | -4.25% | Q4 2025 | Feb 13, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | Added to | 4,866 | 1,027 | 0.64% | 0.62% | 213 | +1 | 0.02% | Q4 2025 | Feb 12, 2026 |
| Kovack Advisors, Inc. | History | Added to | 4,857 | 1,026 | 0.05% | 0.06% | 215 | +1,849 | 61.47% | Q4 2025 | Feb 17, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 4,708 | 994 | 0.31% | 0.25% | 216 | +1,064 | 29.2% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Added to | 4,693 | 991 | 0.0% | 0.0% | 217 | +156 | 3.44% | Q4 2025 | Jan 29, 2026 |
| MATAURO, LLC | History | New | 4,683 | 989 | 0.15% | — | 218 | +4,683 | New | Q4 2025 | Jan 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 4,559 | 963 | 0.01% | 0.02% | 219 | -32 | -0.7% | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 4,407 | 930 | 0.04% | — | 220 | +4,407 | New | Q4 2025 | Jan 20, 2026 |
| Axiom Financial Strategies, LLC | History | Added to | 4,383 | 925 | 0.39% | 0.4% | 221 | +52 | 1.2% | Q4 2025 | Jan 23, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 4,345 | 917 | 0.39% | 0.43% | 222 | -340 | -7.26% | Q4 2025 | Jan 22, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 4,339 | 916 | 0.45% | 0.47% | 223 | +115 | 2.72% | Q4 2025 | Jan 16, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 4,289 | 906 | 0.0% | 0.0% | 224 | -106 | -2.41% | Q4 2025 | Feb 17, 2026 |
| SouthState Bank Corp | History | No change | 4,270 | 901 | 0.04% | 0.04% | 225 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sankala Group LLC | History | New | 3,649 | 891 | 0.71% | — | 226 | +3,649 | New | Q4 2025 | Mar 02, 2026 |
| Cresset Asset Management, LLC | History | Added to | 4,212 | 889 | 0.0% | 0.0% | 227 | +3 | 0.07% | Q4 2025 | Feb 17, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 4,196 | 886 | 0.18% | 0.19% | 228 | -83 | -1.94% | Q4 2025 | Jan 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 4,188 | 884 | 0.01% | 0.02% | 229 | +71 | 1.72% | Q4 2025 | Feb 09, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 4,163 | 879 | 0.21% | 0.23% | 230 | -250 | -5.67% | Q4 2025 | Jan 20, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 788,937 | 866 | 0.07% | 0.08% | 231 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 4,071 | 859 | 0.09% | 0.1% | 232 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 4,058 | 857 | 0.32% | 0.34% | 233 | -38 | -0.93% | Q4 2025 | Jan 13, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 4,056 | 856 | 0.03% | 0.09% | 234 | -6,575 | -61.85% | Q4 2025 | Jan 27, 2026 |
| CHOREO, LLC | History | Added to | 3,943 | 837 | 0.01% | 0.01% | 235 | +479 | 13.83% | Q4 2025 | Jan 23, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 3,889 | 821 | 0.03% | 0.03% | 236 | +96 | 2.53% | Q4 2025 | Jan 14, 2026 |
| Lighthouse Wealth Management Inc. | History | Reduced | 3,882 | 820 | 0.56% | 0.68% | 237 | -42 | -1.07% | Q4 2025 | Jan 15, 2026 |
| Blue Chip Partners, LLC | History | New | 3,811 | 804 | 0.06% | — | 238 | +3,811 | New | Q4 2025 | Feb 18, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 3,730 | 787 | 0.42% | 0.42% | 239 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Mosley Wealth Management | History | New | 3,664 | 777 | 0.36% | — | 240 | +3,664 | New | Q4 2025 | Feb 12, 2026 |
| BOKF, NA | History | Reduced | 3,669 | 775 | 0.01% | 0.01% | 241 | -15 | -0.41% | Q4 2025 | Feb 03, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | New | 3,657 | 772 | 0.04% | — | 243 | +3,657 | New | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | Added to | 3,656 | 772 | 0.0% | 0.0% | 242 | +2,149 | 142.6% | Q4 2025 | Feb 12, 2026 |
| HB Wealth Management, LLC | History | Reduced | 3,643 | 769 | 0.0% | 0.01% | 244 | -61 | -1.65% | Q4 2025 | Jan 28, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 3,622 | 765 | 0.0% | 0.0% | 245 | -67 | -1.82% | Q4 2025 | Feb 13, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 3,615 | 763 | 0.3% | 0.28% | 246 | +372 | 11.47% | Q4 2025 | Jan 28, 2026 |
| American Alpha Advisors, LLC | History | Added to | 3,601 | 760 | 0.45% | 0.51% | 247 | +149 | 4.32% | Q4 2025 | Feb 17, 2026 |
| Leelyn Smith, LLC | History | No change | 3,532 | 746 | 0.11% | 0.11% | 248 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Choate Investment Advisors | History | No change | 3,500 | 739 | 0.01% | 0.02% | 249 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bay Capital Advisors, LLC | History | No change | 3,483 | 735 | 0.45% | 0.48% | 250 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 3,470 | 733 | 0.0% | 0.0% | 251 | +3,452 | 19177.78% | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | New | 3,461 | 731 | 0.0% | — | 252 | +3,461 | New | Q4 2025 | Feb 13, 2026 |
| Richard C. Young & CO., LTD. | History | Added to | 3,462 | 731 | 0.07% | 0.07% | 253 | +20 | 0.58% | Q4 2025 | Jan 29, 2026 |
| Ranch Capital Advisors Inc. | History | No change | 3,322 | 701 | 0.26% | 0.27% | 254 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 3,300 | 697 | 0.01% | 0.01% | 255 | -217 | -6.17% | Q4 2025 | Jan 26, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 3,248 | 686 | 0.0% | — | 256 | +3,248 | New | Q4 2025 | Feb 13, 2026 |
| Summit Financial, LLC | History | Reduced | 3,214 | 679 | 0.01% | 0.01% | 257 | -520 | -13.93% | Q4 2025 | Feb 13, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Reduced | 3,217 | 679 | 0.31% | 0.34% | 258 | -109 | -3.28% | Q4 2025 | Jan 26, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 3,214 | 678 | 0.16% | 0.17% | 259 | -131 | -3.92% | Q4 2025 | Feb 05, 2026 |
| Adams Wealth Management | History | Reduced | 3,190 | 673 | 0.14% | 0.24% | 260 | -2,069 | -39.34% | Q4 2025 | Feb 18, 2026 |
| CacheTech Inc. | History | Reduced | 3,190 | 673 | 0.12% | 0.23% | 261 | -2,069 | -39.34% | Q4 2025 | Feb 18, 2026 |
| ALM First Financial Advisors, LLC | History | No change | 3,898 | 670 | 0.13% | 0.14% | 262 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 3,145 | 664 | 0.0% | 0.0% | 263 | +48 | 1.55% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,102 | 655 | 0.04% | 0.04% | 264 | +135 | 4.55% | Q4 2025 | Feb 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 3,075 | 649 | 0.01% | 0.02% | 266 | -1,264 | -29.13% | Q4 2025 | Feb 19, 2026 |
| CWM, LLC | History | Added to | 3,071 | 649 | 0.0% | 0.0% | 265 | +255 | 9.06% | Q4 2025 | Jan 26, 2026 |
| M Wealth Management, LLC | History | Added to | 3,058 | 646 | 0.56% | 0.57% | 267 | +12 | 0.39% | Q4 2025 | Jan 29, 2026 |
| V2 Financial group LLC | History | No change | 3,010 | 635 | 0.31% | 0.36% | 268 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 2,997 | 633 | 0.01% | 0.18% | 270 | -54,378 | -94.78% | Q4 2025 | Feb 10, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 3,000 | 633 | 0.04% | 0.04% | 271 | -28 | -0.92% | Q4 2025 | Feb 06, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 3,001 | 633 | 0.02% | 0.02% | 269 | -10 | -0.33% | Q4 2025 | Feb 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 2,993 | 632 | 0.03% | 0.03% | 272 | -211 | -6.59% | Q4 2025 | Feb 09, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 2,979 | 629 | 0.01% | 0.01% | 273 | -300 | -9.15% | Q4 2025 | Feb 13, 2026 |
| Beacon Financial Advisory LLC | History | No change | 2,982 | 629 | 0.15% | 0.15% | 274 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | New | 2,958 | 624 | 0.01% | — | 275 | +2,958 | New | Q4 2025 | Feb 03, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 2,932 | 619 | 0.04% | 0.04% | 276 | +11 | 0.38% | Q4 2025 | Feb 03, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 2,923 | 617 | 0.41% | 0.41% | 277 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Reduced | 2,912 | 615 | 0.24% | 0.28% | 278 | -180 | -5.82% | Q4 2025 | Jan 28, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 2,905 | 613 | 0.07% | 0.08% | 279 | -42 | -1.43% | Q4 2025 | Jan 22, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 2,880 | 605 | 0.01% | 0.01% | 280 | +61 | 2.16% | Q4 2025 | Jan 08, 2026 |
| COMMERCE BANK | History | Added to | 2,861 | 604 | 0.0% | 0.0% | 281 | +63 | 2.25% | Q4 2025 | Feb 13, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 2,836 | 599 | 0.04% | 0.04% | 282 | -17 | -0.6% | Q4 2025 | Jan 28, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 2,811 | 593 | 0.03% | 0.04% | 283 | +111 | 4.11% | Q4 2025 | Feb 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 2,798 | 591 | 0.01% | 0.01% | 285 | +1,483 | 112.78% | Q4 2025 | Feb 09, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 2,800 | 591 | 0.03% | 0.03% | 284 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Idaho Trust Co | History | Reduced | 2,780 | 587 | 0.19% | 0.25% | 286 | -701 | -20.14% | Q4 2025 | Feb 05, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 2,765 | 584 | 0.13% | 0.14% | 287 | -85 | -2.98% | Q4 2025 | Jan 20, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 2,763 | 583 | 0.02% | 0.04% | 288 | -4,404 | -61.45% | Q4 2025 | Feb 05, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 2,762 | 583 | 0.03% | 0.03% | 289 | +586 | 26.93% | Q4 2025 | Jan 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 2,740 | 578 | 0.01% | 0.0% | 290 | +579 | 26.79% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Reduced | 2,728 | 576 | 0.0% | 0.0% | 291 | -3 | -0.11% | Q4 2025 | Feb 10, 2026 |
| Blue Capital, Inc. | History | No change | 2,720 | 574 | 0.41% | 0.43% | 292 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 2,713 | 573 | 0.01% | 0.01% | 293 | -182 | -6.29% | Q4 2025 | Feb 05, 2026 |
| Salomon & Ludwin, LLC | History | No change | 2,725 | 572 | 0.05% | 0.05% | 294 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NCM Capital Management, LLC | History | No change | 2,705 | 571 | 0.21% | 0.22% | 295 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Added to | 2,683 | 566 | 0.04% | 0.04% | 296 | +54 | 2.05% | Q4 2025 | Jan 27, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 2,645 | 558 | 0.29% | 0.31% | 297 | -61 | -2.25% | Q4 2025 | Jan 29, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 2,597 | 549 | 0.03% | 0.03% | 298 | +159 | 6.52% | Q4 2025 | Feb 13, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 2,552 | 539 | 0.03% | 0.04% | 299 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 2,528 | 534 | 0.05% | 0.03% | 300 | +854 | 51.02% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,504 | 528 | 0.0% | 0.0% | 301 | +84 | 3.47% | Q4 2025 | Feb 02, 2026 |
| INGALLS & SNYDER LLC | History | Added to | 2,493 | 527 | 0.02% | 0.02% | 302 | +260 | 11.64% | Q4 2025 | Feb 13, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 2,492 | 526 | 0.16% | 0.48% | 303 | +227 | 10.02% | Q4 2025 | Feb 17, 2026 |
| RBA Wealth Management, LLC | History | Added to | 2,451 | 517 | 0.18% | 0.17% | 304 | +102 | 4.34% | Q4 2025 | Jan 26, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 2,433 | 513 | 0.05% | 0.05% | 305 | -3 | -0.12% | Q4 2025 | Feb 13, 2026 |
| Fulcrum Capital LLC | History | No change | 2,420 | 511 | 0.1% | 0.11% | 306 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 2,423 | 511 | 0.09% | 0.1% | 307 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 2,418 | 510 | 0.06% | 0.06% | 309 | -142 | -5.55% | Q4 2025 | Mar 03, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 2,419 | 510 | 0.02% | 0.02% | 308 | +13 | 0.54% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | New | 2,356 | 497 | 0.01% | — | 310 | +2,356 | New | Q4 2025 | Mar 12, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 2,344 | 495 | 0.34% | 0.41% | 311 | -385 | -14.11% | Q4 2025 | Jan 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 2,306 | 487 | 0.01% | — | 312 | +2,306 | New | Q4 2025 | Feb 03, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 2,307 | 487 | 0.27% | 0.32% | 313 | -74 | -3.11% | Q4 2025 | Feb 03, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 2,300 | 485 | 0.01% | 0.01% | 314 | -1,069 | -31.73% | Q4 2025 | Feb 11, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 2,280 | 481 | 0.1% | 0.1% | 315 | +95 | 4.35% | Q4 2025 | Jan 27, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 2,269 | 479 | 0.08% | — | 316 | +2,269 | New | Q4 2025 | Feb 12, 2026 |
| Simmons Bank | History | No change | 2,251 | 475 | 0.03% | 0.03% | 317 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| EVOKE WEALTH, LLC | History | No change | 2,250 | 475 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Vivaldi Capital Management LP | History | Added to | 2,245 | 474 | 0.06% | 0.06% | 319 | +260 | 13.1% | Q4 2025 | Feb 13, 2026 |
| Avondale Wealth Management | History | Added to | 2,225 | 470 | 0.24% | 0.18% | 320 | +645 | 40.82% | Q4 2025 | Feb 17, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 2,197 | 466 | 0.05% | 0.05% | 322 | +153 | 7.49% | Q4 2025 | Feb 17, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 2,205 | 466 | 0.03% | 0.03% | 321 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 2,193 | 463 | 0.03% | 0.03% | 323 | -62 | -2.75% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 2,175 | 462 | 0.0% | 0.0% | 324 | -443 | -16.92% | Q4 2025 | Feb 05, 2026 |
| Garden State Investment Advisory Services LLC | History | Reduced | 2,160 | 458 | 0.1% | 0.11% | 326 | -80 | -3.57% | Q4 2025 | Feb 17, 2026 |
| VAN STRUM & TOWNE INC. | History | No change | 2,169 | 458 | 0.13% | 0.14% | 325 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 2,142 | 452 | 0.25% | 0.26% | 327 | +12 | 0.56% | Q4 2025 | Feb 05, 2026 |
| Capital Investment Advisors, LLC | History | No change | 2,134 | 450 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 2,034 | 444 | 0.03% | 0.03% | 329 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Stronghold Wealth Management L.L.C. | History | New | 2,081 | 439 | 0.65% | — | 330 | +2,081 | New | Q4 2025 | Feb 06, 2026 |
| Optas, LLC | History | No change | 2,078 | 438 | 0.07% | 0.08% | 331 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 2,057 | 434 | 0.01% | — | 332 | +2,057 | New | Q4 2025 | Feb 09, 2026 |
| KG&L Capital Management,LLC | History | Reduced | 2,057 | 434 | 0.11% | 0.12% | 333 | -1 | -0.05% | Q4 2025 | Jan 23, 2026 |
| Western Wealth Management, LLC | History | Added to | 2,043 | 431 | 0.02% | 0.02% | 334 | +339 | 19.89% | Q4 2025 | Feb 05, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 2,017 | 426 | 0.17% | 0.16% | 336 | +200 | 11.01% | Q4 2025 | Jan 28, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 2,017 | 426 | 0.12% | 0.13% | 335 | -44 | -2.13% | Q4 2025 | Feb 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,000 | 422 | 0.0% | 0.0% | 337 | -19,128 | -90.53% | Q4 2025 | Feb 17, 2026 |
| Bravias Capital Group, LLC | History | Added to | 1,999 | 422 | 0.26% | 0.28% | 338 | +23 | 1.16% | Q4 2025 | Jan 29, 2026 |
| Family Investment Center, Inc. | History | Reduced | 1,991 | 420 | 0.08% | 0.13% | 339 | -847 | -29.84% | Q4 2025 | Jan 23, 2026 |
| Jacobi Capital Management LLC | History | Added to | 1,981 | 418 | 0.02% | 0.02% | 340 | +457 | 29.99% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 1,967 | 415 | 0.01% | 0.01% | 341 | -9 | -0.46% | Q4 2025 | Feb 02, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 1,959 | 413 | 0.0% | 0.0% | 342 | -396 | -16.82% | Q4 2025 | Feb 11, 2026 |
| CX Institutional | History | Reduced | 1,945 | 411 | 0.01% | 0.01% | 343 | -89 | -4.38% | Q4 2025 | Feb 02, 2026 |
| Vertex Planning Partners, LLC | History | No change | 1,950 | 411 | 0.1% | 0.08% | 344 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 1,937 | 409 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 1,931 | 407 | 0.03% | 0.04% | 346 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 1,903 | 401 | 0.0% | 0.0% | 347 | -115 | -5.7% | Q4 2025 | Feb 12, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 1,899 | 401 | 0.01% | 0.01% | 348 | +7 | 0.37% | Q4 2025 | Jan 12, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,780 | 397 | 0.02% | 0.01% | 349 | +1,278 | 254.58% | Q4 2025 | Jan 21, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 1,877 | 396 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,869 | 394 | 0.34% | 0.35% | 351 | +60 | 3.32% | Q4 2025 | Jan 26, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 1,849 | 390 | 0.01% | 0.01% | 352 | +207 | 12.61% | Q4 2025 | Feb 06, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 1,823 | 385 | 0.0% | 0.0% | 353 | -68 | -3.6% | Q4 2025 | Jan 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 1,739 | 383 | 0.02% | 0.02% | 354 | -3 | -0.17% | Q4 2025 | Feb 03, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 1,810 | 382 | 0.02% | 0.02% | 355 | -114 | -5.93% | Q4 2025 | Feb 05, 2026 |
| Ignite Planners, LLC | History | Reduced | 1,676 | 380 | 0.06% | 0.07% | 358 | -465 | -21.72% | Q4 2025 | Feb 06, 2026 |
| American Money Management, LLC | History | Added to | 1,802 | 380 | 0.06% | 0.06% | 356 | +2 | 0.11% | Q4 2025 | Feb 10, 2026 |
| Biltmore Family Office, LLC | History | No change | 1,801 | 380 | 0.05% | 0.05% | 357 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 1,780 | 375 | 0.03% | 0.03% | 359 | +87 | 5.14% | Q4 2025 | Feb 11, 2026 |
| Maxele Advisors, LLC | History | No change | 1,778 | 375 | 0.3% | 0.33% | 360 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Strategic Advocates LLC | History | Reduced | 1,763 | 374 | 0.1% | 0.15% | 362 | -981 | -35.75% | Q4 2025 | Feb 11, 2026 |
| Avalon Trust Co | History | No change | 1,775 | 374 | 0.02% | 0.02% | 361 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cambridge Financial Group, LLC | History | No change | 1,759 | 373 | 0.13% | 0.12% | 363 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 1,753 | 370 | 0.0% | 0.0% | 364 | -3,634 | -67.46% | Q4 2025 | Feb 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 1,734 | 366 | 0.0% | 0.0% | 365 | +205 | 13.41% | Q4 2025 | Feb 06, 2026 |
| Armbruster Capital Management, Inc. | History | No change | 1,728 | 365 | 0.06% | 0.06% | 366 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 1,684 | 355 | 0.02% | 0.02% | 367 | -75 | -4.26% | Q4 2025 | Feb 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,667 | 352 | 0.0% | 0.0% | 368 | +200 | 13.63% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,665 | 351 | 0.01% | 0.01% | 369 | -162 | -8.87% | Q4 2025 | Feb 06, 2026 |
| Emerald Advisors, LLC | History | No change | 1,659 | 350 | 0.05% | 0.05% | 370 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 1,647 | 347 | 0.03% | 0.03% | 372 | -188 | -10.25% | Q4 2025 | Jan 23, 2026 |
| Tower View Wealth Management LLC | History | Reduced | 1,645 | 347 | 0.17% | 0.2% | 371 | -134 | -7.53% | Q4 2025 | Jan 23, 2026 |
| Fisher Asset Management, LLC | History | Added to | 1,637 | 345 | 0.0% | 0.0% | 373 | +29 | 1.8% | Q4 2025 | Feb 09, 2026 |
| NorthRock Partners, LLC | History | Added to | 1,622 | 342 | 0.01% | 0.01% | 374 | +254 | 18.57% | Q4 2025 | Feb 17, 2026 |
| CHRISTINE MESSMER PC | History | New | 1,610 | 340 | 0.22% | — | 376 | +1,610 | New | Q4 2025 | Feb 03, 2026 |
| Elm Partners Management LLC | History | Reduced | 1,614 | 340 | 0.02% | 0.02% | 375 | -241 | -12.99% | Q4 2025 | Feb 10, 2026 |
| Peterson Wealth Advisors, LLC | History | New | 1,600 | 337 | 0.04% | — | 377 | +1,600 | New | Q4 2025 | Jan 09, 2026 |
| Signature Wealth Management Partners, LLC | History | Reduced | 1,591 | 336 | 0.17% | 0.2% | 378 | -214 | -11.86% | Q4 2025 | Feb 02, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | No change | 1,591 | 336 | 0.14% | 0.15% | 379 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 1,589 | 335 | 0.0% | 0.01% | 380 | -44 | -2.69% | Q4 2025 | Feb 09, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 1,575 | 332 | 0.04% | 0.04% | 381 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 1,565 | 330 | 0.01% | 0.01% | 382 | -13 | -0.82% | Q4 2025 | Jan 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 1,561 | 329 | 0.01% | — | 383 | +1,561 | New | Q4 2025 | Feb 13, 2026 |
| Csenge Advisory Group | History | No change | 1,557 | 328 | 0.01% | 0.02% | 384 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Klingman & Associates, LLC | History | Reduced | 1,547 | 326 | 0.02% | 0.02% | 385 | -12 | -0.77% | Q4 2025 | Jan 29, 2026 |
| Solidarity Wealth, LLC | History | No change | 1,544 | 326 | 0.07% | 0.07% | 386 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| KENNEDY INVESTMENT GROUP | History | Added to | 1,540 | 325 | 0.12% | 0.11% | 387 | +297 | 23.89% | Q4 2025 | Feb 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 1,537 | 324 | 0.12% | 0.11% | 388 | +165 | 12.03% | Q4 2025 | Jan 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,520 | 321 | 0.0% | 0.0% | 389 | -166 | -9.85% | Q4 2025 | Feb 09, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | No change | 1,487 | 314 | 0.15% | 0.17% | 390 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 1,483 | 313 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,483 | 313 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Payne Capital LLC | History | No change | 1,479 | 312 | 0.32% | 0.32% | 393 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 1,463 | 309 | 0.01% | — | 394 | +1,463 | New | Q4 2025 | Feb 12, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 1,462 | 308 | 0.13% | 0.14% | 395 | +1 | 0.07% | Q4 2025 | Jan 16, 2026 |
| BCM ADVISORS, LLC | History | Reduced | 1,357 | 306 | 0.06% | 0.11% | 396 | -1,189 | -46.7% | Q4 2025 | Jan 26, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 1,440 | 304 | 0.02% | 0.02% | 397 | -82 | -5.39% | Q4 2025 | Jan 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,439 | 303 | 0.02% | 0.04% | 399 | -635 | -30.62% | Q4 2025 | Feb 03, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 1,437 | 303 | 0.05% | 0.06% | 398 | -96 | -6.26% | Q4 2025 | Jan 21, 2026 |
| Composition Wealth, LLC | History | New | 1,434 | 302 | 0.0% | — | 401 | +1,434 | New | Q4 2025 | Feb 02, 2026 |
| Cannell & Spears LLC | History | No change | 1,434 | 302 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BOSTON FAMILY OFFICE LLC | History | New | 1,427 | 301 | 0.02% | — | 402 | +1,427 | New | Q4 2025 | Feb 13, 2026 |
| Pines Wealth Management, LLC | History | Added to | 1,428 | 301 | 0.1% | 0.1% | 403 | +81 | 6.01% | Q4 2025 | Feb 02, 2026 |
| Evolution Wealth Advisors, LLC | History | Reduced | 1,418 | 299 | 0.03% | 0.05% | 404 | -238 | -14.37% | Q4 2025 | Jan 12, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 1,403 | 298 | 0.02% | 0.03% | 405 | -260 | -15.63% | Q4 2025 | Jan 15, 2026 |
| Jacobs Equity LLC | History | New | 1,404 | 296 | 0.29% | — | 407 | +1,404 | New | Q4 2025 | Feb 19, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 1,402 | 296 | 0.01% | 0.01% | 406 | +1 | 0.07% | Q4 2025 | Feb 02, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 1,400 | 295 | 0.01% | 0.01% | 408 | -153 | -9.85% | Q4 2025 | Jan 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 1,396 | 294 | 0.0% | 0.0% | 409 | -531 | -27.56% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,390 | 293 | 0.02% | 0.09% | 410 | -6,421 | -82.2% | Q4 2025 | Jan 20, 2026 |
| Betterment LLC | History | Added to | 1,388 | 293 | 0.0% | 0.0% | 411 | +36 | 2.66% | Q4 2025 | Feb 12, 2026 |
| Bluesphere Advisors LLC | History | Reduced | 1,384 | 292 | 0.13% | 0.17% | 412 | -307 | -18.15% | Q4 2025 | Jan 21, 2026 |
| Spire Wealth Management | History | Added to | 1,380 | 291 | 0.01% | 0.01% | 413 | +4 | 0.29% | Q4 2025 | Jan 14, 2026 |
| Heritage Family Offices, LLP | History | No change | 1,375 | 290 | 0.13% | 0.14% | 414 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 1,364 | 288 | 0.0% | — | 415 | +1,364 | New | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 1,367 | 288 | 0.0% | 0.0% | 416 | -2 | -0.15% | Q4 2025 | Jan 27, 2026 |
| Clark Asset Management, LLC | History | Reduced | 1,347 | 284 | 0.03% | 0.04% | 417 | -68 | -4.81% | Q4 2025 | Jan 27, 2026 |
| CEERA INVESTMENTS, LLC | History | No change | 1,342 | 283 | 0.11% | 0.09% | 418 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 1,342 | 283 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 1,331 | 281 | 0.02% | 0.02% | 420 | +1 | 0.08% | Q4 2025 | Jan 27, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,320 | 278 | 0.03% | 0.03% | 421 | +183 | 16.09% | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 1,320 | 278 | 0.01% | 0.01% | 422 | +71 | 5.68% | Q4 2025 | Feb 17, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 1,310 | 276 | 0.02% | 0.02% | 423 | +3 | 0.23% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,294 | 273 | 0.02% | 0.03% | 424 | -816 | -38.67% | Q4 2025 | Jan 29, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 1,297 | 273 | 0.0% | 0.0% | 425 | +204 | 18.66% | Q4 2025 | Jan 30, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 1,294 | 273 | 0.04% | 0.04% | 426 | -34 | -2.56% | Q4 2025 | Jan 27, 2026 |
| Olistico Wealth, LLC | History | Reduced | 1,292 | 272 | 0.13% | 0.22% | 428 | -626 | -32.64% | Q4 2025 | Jan 13, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 1,290 | 272 | 0.12% | 0.15% | 427 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| 21 West Wealth Management LLC | History | No change | 1,291 | 272 | 0.25% | 0.26% | 429 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 1,136 | 271 | 0.01% | 0.01% | 430 | +1 | 0.09% | Q4 2025 | Feb 09, 2026 |
| Rock Point Advisors, LLC | History | New | 1,265 | 267 | 0.07% | — | 431 | +1,265 | New | Q4 2025 | Feb 04, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 1,259 | 265 | 0.04% | 0.04% | 433 | -102 | -7.49% | Q4 2025 | Feb 13, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 1,257 | 265 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| tru Independence LLC | History | Reduced | 1,248 | 263 | 0.07% | 0.07% | 434 | -62 | -4.73% | Q4 2025 | Jan 22, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 1,243 | 262 | 0.0% | 0.0% | 435 | +38 | 3.15% | Q4 2025 | Feb 17, 2026 |
| Portland Financial Advisors Inc | History | No change | 1,235 | 260 | 0.55% | 0.56% | 436 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Wealth Advisors Northwest LLC | History | Reduced | 1,226 | 259 | 0.11% | 0.13% | 437 | -66 | -5.11% | Q4 2025 | Jan 16, 2026 |
| Regal Investment Advisors LLC | History | New | 1,225 | 258 | 0.02% | — | 438 | +1,225 | New | Q4 2025 | Feb 17, 2026 |
| Wall Street Financial Group, Inc. | History | Reduced | 1,228 | 258 | 0.19% | 0.2% | 439 | -43 | -3.38% | Q4 2025 | Jan 16, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 1,216 | 256 | 0.03% | 0.03% | 440 | -1 | -0.08% | Q4 2025 | Jan 29, 2026 |
| Advisory Alpha, LLC | History | Added to | 1,206 | 254 | 0.01% | 0.01% | 441 | +19 | 1.6% | Q4 2025 | Feb 06, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 1,207 | 254 | 0.04% | 0.05% | 442 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 1,200 | 253 | 0.03% | 0.03% | 443 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Laurel Wealth Advisors LLC | History | New | 1,191 | 251 | 0.03% | — | 444 | +1,191 | New | Q4 2025 | Jan 30, 2026 |
| AMG National Trust Bank | History | No change | 1,185 | 250 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Reduced | 1,182 | 249 | 0.05% | 0.11% | 446 | -1,165 | -49.64% | Q4 2025 | Jan 22, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 1,178 | 248 | 0.03% | 0.03% | 447 | +97 | 8.97% | Q4 2025 | Jan 07, 2026 |
| Caitlin John, LLC | History | No change | 1,177 | 248 | 0.16% | 0.17% | 448 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 1,170 | 247 | 0.08% | — | 450 | +1,170 | New | Q4 2025 | Jan 29, 2026 |
| Essential Planning, LLC. | History | Reduced | 1,174 | 247 | 0.08% | 0.09% | 449 | -37 | -3.06% | Q4 2025 | Jan 15, 2026 |
| Krilogy Financial LLC | History | Reduced | 1,093 | 246 | 0.01% | 0.01% | 451 | -466 | -29.89% | Q4 2025 | Jan 27, 2026 |
| JM2 Capital Inc. | History | New | 1,144 | 241 | 0.19% | — | 453 | +1,144 | New | Q4 2025 | Jan 23, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 1,142 | 241 | 0.01% | 0.01% | 452 | -14 | -1.21% | Q4 2025 | Feb 13, 2026 |
| First PREMIER Bank | History | Reduced | 1,123 | 237 | 0.05% | 0.07% | 455 | -380 | -25.28% | Q4 2025 | Jan 23, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 1,123 | 237 | 0.0% | 0.0% | 454 | +1 | 0.09% | Q4 2025 | Feb 05, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | Reduced | 1,121 | 236 | 0.14% | 0.17% | 457 | -125 | -10.03% | Q4 2025 | Jan 20, 2026 |
| Tiller Private Wealth, Inc. | History | Added to | 1,120 | 236 | 0.08% | 0.08% | 456 | +95 | 9.27% | Q4 2025 | Jan 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 1,113 | 235 | 0.02% | 0.02% | 458 | +5 | 0.45% | Q4 2025 | Jan 23, 2026 |
| Compass Advisory Group LLC | History | Added to | 1,109 | 234 | 0.06% | 0.07% | 459 | +6 | 0.54% | Q4 2025 | Jan 21, 2026 |
| WATERS PARKERSON & CO., LLC | History | Reduced | 1,101 | 232 | 0.01% | 0.02% | 460 | -375 | -25.41% | Q4 2025 | Feb 12, 2026 |
| GWN SECURITIES INC. | History | Reduced | 1,089 | 230 | 0.05% | 0.05% | 461 | -15 | -1.36% | Q4 2025 | Feb 11, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 1,080 | 228 | 0.02% | — | 462 | +1,080 | New | Q4 2025 | Feb 12, 2026 |
| Visionary Wealth Advisors | History | Reduced | 1,079 | 227 | 0.01% | 0.01% | 463 | -116 | -9.71% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 1,074 | 226 | 0.0% | — | 464 | +1,074 | New | Q4 2025 | Feb 03, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,073 | 226 | 0.01% | 0.01% | 465 | -77 | -6.7% | Q4 2025 | Feb 06, 2026 |
| Elite Financial, Inc. | History | Added to | 1,069 | 226 | 0.1% | 0.1% | 466 | +2 | 0.19% | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY TRUST CO | History | No change | 1,060 | 223 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DAVIS R M INC | History | No change | 1,050 | 221 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 1,033 | 218 | 0.01% | 0.05% | 469 | -3,782 | -78.55% | Q4 2025 | Feb 13, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 1,033 | 218 | 0.06% | 0.08% | 470 | -138 | -11.78% | Q4 2025 | Feb 10, 2026 |
| FIRST AMERICAN TRUST, FSB | History | New | 1,029 | 217 | 0.01% | — | 471 | +1,029 | New | Q4 2025 | Feb 11, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 1,015 | 214 | 0.03% | 0.04% | 472 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| May Barnhard Investments LLC | History | Reduced | 1,008 | 213 | 0.1% | 0.1% | 473 | -1 | -0.1% | Q4 2025 | Jan 28, 2026 |
| Gallacher Capital Management LLC | History | Added to | 1,007 | 212 | 0.08% | 0.08% | 475 | +3 | 0.3% | Q4 2025 | Feb 03, 2026 |
| McNaughton Wealth Management, LLC | History | No change | 1,008 | 212 | 0.09% | 0.09% | 474 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Triad Wealth Partners, LLC | History | New | 1,001 | 211 | 0.02% | — | 478 | +1,001 | New | Q4 2025 | Jan 22, 2026 |
| Apriem Advisors | History | No change | 1,000 | 211 | 0.02% | 0.02% | 476 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Strata Wealth Advisors, LLC | History | No change | 1,000 | 211 | 0.06% | 0.06% | 477 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 990 | 209 | 0.06% | 0.08% | 479 | -200 | -16.81% | Q4 2025 | Feb 11, 2026 |
| Modera Wealth Management, LLC | History | No change | 974 | 205 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| McClarren Financial Advisors, Inc. | History | New | 1,121 | 204 | 0.12% | — | 482 | +1,121 | New | Q4 2025 | Jan 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 967 | 204 | 0.01% | 0.01% | 481 | -970 | -50.08% | Q4 2025 | Feb 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 959 | 202 | 0.0% | — | 483 | +959 | New | Q4 2025 | Jan 30, 2026 |
| Arrowroot Family Office, LLC | History | Reduced | 959 | 202 | 0.07% | 0.12% | 484 | -486 | -33.63% | Q4 2025 | Feb 11, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 955 | 201 | 0.06% | 0.06% | 485 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Rossmore Private Capital | History | No change | 925 | 195 | 0.02% | 0.02% | 486 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| City State Bank | History | No change | 753 | 159 | 0.04% | 0.05% | 487 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| North Star Investment Management Corp. | History | No change | 725 | 153 | 0.01% | 0.01% | 488 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 723 | 152 | 0.04% | 0.04% | 489 | -41 | -5.37% | Q4 2025 | Feb 03, 2026 |
| Smartleaf Asset Management LLC | History | New | 710 | 150 | 0.01% | — | 490 | +710 | New | Q4 2025 | Feb 13, 2026 |
| United Community Bank | History | No change | 710 | 149 | 0.06% | 0.05% | 491 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Colonial Trust Co / SC | History | No change | 700 | 147 | 0.02% | 0.02% | 492 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 679 | 143 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 635 | 134 | 0.05% | 0.05% | 494 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Winthrop Capital Management, LLC | History | No change | 625 | 132 | 0.03% | 0.03% | 495 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Advocate Investing Services LLC | History | New | 600 | 126 | 0.11% | — | 497 | +600 | New | Q4 2025 | Feb 12, 2026 |
| Progressive Investment Management Corp | History | No change | 600 | 126 | 0.03% | 0.03% | 496 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 593 | 125 | 0.01% | — | 498 | +593 | New | Q4 2025 | Jan 21, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 560 | 118 | 0.01% | 0.02% | 499 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 528 | 111 | 0.01% | — | 500 | +528 | New | Q4 2025 | Feb 06, 2026 |
| Graney & King, LLC | History | Added to | 530 | 111 | 0.06% | 0.08% | 501 | +3 | 0.57% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Added to | 522 | 110 | 0.0% | 0.0% | 502 | +227 | 76.95% | Q4 2025 | Jan 16, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 497 | 104 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 492 | 103 | 0.04% | 0.03% | 505 | +3 | 0.61% | Q4 2025 | Feb 11, 2026 |
| ST GERMAIN D J CO INC | History | No change | 492 | 103 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Lummis Asset Management, LP | History | No change | 490 | 103 | 0.06% | 0.07% | 506 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Avion Wealth | History | No change | 472 | 99 | 0.02% | 0.02% | 507 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| TD Capital Management LLC | History | Added to | 455 | 96 | 0.01% | 0.01% | 508 | +2 | 0.44% | Q4 2025 | Feb 26, 2026 |
| Arax Advisory Partners | History | New | 445 | 94 | 0.0% | — | 509 | +445 | New | Q4 2025 | Feb 13, 2026 |
| Financial Freedom, LLC | History | Added to | 439 | 92 | 0.05% | 0.05% | 510 | +2 | 0.46% | Q4 2025 | Feb 17, 2026 |
| HM PAYSON & CO | History | No change | 425 | 89 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DAGCO, INC. | History | No change | 423 | 89 | 0.02% | 0.02% | 512 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Capital Analysts, LLC | History | Added to | 398 | 84 | 0.0% | 0.0% | 514 | +218 | 121.11% | Q4 2025 | Feb 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 401 | 84 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 396 | 83 | 0.03% | 0.04% | 515 | -45 | -10.2% | Q4 2025 | Jan 21, 2026 |
| Truvestments Capital LLC | History | No change | 380 | 80 | 0.01% | 0.01% | 516 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 376 | 79 | 0.0% | 0.0% | 517 | -6 | -1.57% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 376 | 79 | 0.0% | 0.0% | 518 | +1 | 0.27% | Q4 2025 | Feb 06, 2026 |
| BAYBAN | History | New | 357 | 75 | 0.07% | — | 519 | +357 | New | Q4 2025 | Mar 05, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 352 | 74 | 0.01% | 0.01% | 520 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 345 | 72 | 0.01% | 0.01% | 521 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 332 | 70 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Sunrise Financial Services, LLC | History | New | 323 | 68 | 0.05% | — | 523 | +323 | New | Q4 2025 | Feb 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 317 | 66 | 0.0% | 0.0% | 524 | +160 | 101.91% | Q4 2025 | Feb 12, 2026 |
| Planning Project LLC | History | New | 300 | 63 | 0.02% | — | 525 | +300 | New | Q4 2025 | Feb 12, 2026 |
| Ankerstar Wealth, LLC | History | New | 293 | 61 | 0.06% | — | 527 | +293 | New | Q4 2025 | Feb 12, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 288 | 61 | 0.03% | 0.03% | 526 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 288 | 60 | 0.03% | 0.1% | 528 | -669 | -69.91% | Q4 2025 | Jan 23, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 268 | 56 | 0.0% | 0.0% | 529 | +3 | 1.13% | Q4 2025 | Jan 21, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 256 | 54 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 249 | 52 | 0.03% | 0.03% | 531 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CNB Bank | History | No change | 243 | 51 | 0.02% | 0.02% | 532 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NBT BANK N A /NY | History | Reduced | 277 | 50 | 0.0% | 0.0% | 533 | -3 | -1.07% | Q4 2025 | Jan 23, 2026 |
| FRANKLIN RESOURCES INC | History | New | 235 | 49 | 0.0% | — | 534 | +235 | New | Q4 2025 | Feb 11, 2026 |
| Archer Investment Corp | History | No change | 236 | 49 | 0.01% | 0.01% | 535 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 232 | 49 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 228 | 48 | 0.01% | 0.01% | 537 | +1 | 0.44% | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 227 | 47 | 0.01% | — | 539 | +227 | New | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 224 | 47 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Davis Capital Management | History | No change | 220 | 46 | 0.03% | 0.03% | 540 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 209 | 44 | 0.01% | 0.01% | 542 | -13 | -5.86% | Q4 2025 | Feb 12, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 208 | 44 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| eCIO, Inc. | History | New | 206 | 43 | 0.02% | — | 544 | +206 | New | Q4 2025 | Jan 20, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 208 | 43 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 203 | 42 | 0.01% | — | 546 | +203 | New | Q4 2025 | Feb 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 200 | 42 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TSFG, LLC | History | No change | 200 | 42 | 0.01% | 0.01% | 547 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| EPG Wealth Management LLC | History | Reduced | 195 | 41 | 0.01% | 0.02% | 548 | -70 | -26.42% | Q4 2025 | Jan 28, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 188 | 39 | 0.01% | 0.01% | 549 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Concord Wealth Partners | History | Added to | 176 | 37 | 0.0% | 0.0% | 550 | +8 | 4.76% | Q4 2025 | Jan 29, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 170 | 35 | 0.01% | — | 551 | +170 | New | Q4 2025 | Feb 11, 2026 |
| Advantage Trust Co | History | No change | 170 | 35 | 0.02% | 0.02% | 552 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Clark Wealth Partners | History | No change | 169 | 35 | 0.02% | 0.02% | 553 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 165 | 34 | 0.01% | 0.01% | 554 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 153 | 32 | 0.0% | 0.0% | 555 | +1 | 0.66% | Q4 2025 | Feb 18, 2026 |
| UMB Bank, n.a. | History | New | 148 | 31 | 0.0% | — | 556 | +148 | New | Q4 2025 | Feb 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 150 | 31 | 0.01% | 0.01% | 558 | -75 | -33.33% | Q4 2025 | Jan 27, 2026 |
| Crewe Advisors LLC | History | No change | 150 | 31 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 144 | 30 | 0.03% | — | 560 | +144 | New | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | No change | 143 | 30 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| GLENMEDE TRUST CO NA | History | New | 141 | 29 | 0.0% | — | 561 | +141 | New | Q4 2025 | Feb 17, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 140 | 29 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 136 | 28 | 0.02% | 0.04% | 564 | -114 | -45.6% | Q4 2025 | Jan 21, 2026 |
| Sterling Capital Management LLC | History | Reduced | 133 | 28 | 0.0% | 0.0% | 563 | -4 | -2.92% | Q4 2025 | Feb 13, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 131 | 27 | 0.01% | 0.05% | 565 | -387 | -74.71% | Q4 2025 | Feb 13, 2026 |
| CURIO WEALTH, LLC | History | New | 125 | 26 | 0.01% | — | 566 | +125 | New | Q4 2025 | Feb 11, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | No change | 115 | 24 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Breakwater Investment Management | History | No change | 115 | 24 | 0.01% | 0.01% | 568 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 113 | 23 | 0.0% | 0.0% | 569 | +8 | 7.62% | Q4 2025 | Jan 21, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 105 | 22 | 0.01% | 0.01% | 570 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 100 | 21 | 0.01% | — | 571 | +100 | New | Q4 2025 | Jan 23, 2026 |
| Byrne Asset Management LLC | History | No change | 100 | 21 | 0.01% | 0.01% | 572 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Park Place Capital Corp | History | No change | 100 | 21 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 102 | 21 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SHP Wealth Management | History | New | 94 | 19 | 0.0% | — | 576 | +94 | New | Q4 2025 | Mar 04, 2026 |
| Front Row Advisors LLC | History | No change | 90 | 19 | 0.01% | 0.01% | 575 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 91 | 19 | 0.01% | 0.01% | 577 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 87 | 18 | 0.0% | — | 580 | +87 | New | Q4 2025 | Jan 28, 2026 |
| Abound Wealth Management | History | New | 86 | 18 | 0.0% | — | 579 | +86 | New | Q4 2025 | Jan 12, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 86 | 18 | 0.01% | 0.01% | 578 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 84 | 17 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 80 | 16 | 0.0% | 0.0% | 582 | -665 | -89.26% | Q4 2025 | Feb 12, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 72 | 15 | 0.01% | — | 584 | +72 | New | Q4 2025 | Feb 11, 2026 |
| Asset Dedication, LLC | History | No change | 72 | 15 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 67 | 14 | 0.0% | — | 588 | +67 | New | Q4 2025 | Feb 05, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 70 | 14 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Oakworth Capital, Inc. | History | No change | 70 | 14 | 0.0% | 0.0% | 586 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 69 | 14 | 0.01% | 0.01% | 587 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 63 | 13 | 0.01% | — | 591 | +63 | New | Q4 2025 | Feb 18, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 66 | 13 | 0.0% | 0.0% | 589 | +1 | 1.54% | Q4 2025 | Feb 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 64 | 13 | 0.0% | 0.0% | 590 | +1 | 1.59% | Q4 2025 | Jan 20, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 57 | 12 | 0.0% | 0.0% | 592 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Key FInancial Inc | History | No change | 61 | 12 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HOWE & RUSLING INC | History | No change | 54 | 11 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hanson & Doremus Investment Management | History | No change | 50 | 11 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Nemes Rush Group LLC | History | No change | 56 | 11 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 56 | 11 | 0.01% | 0.01% | 597 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SageView Advisory Group, LLC | History | New | 49 | 10 | 0.0% | — | 599 | +49 | New | Q4 2025 | Feb 17, 2026 |
| JNBA Financial Advisors | History | No change | 51 | 10 | 0.0% | 0.0% | 598 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Providence Capital Advisors, LLC | History | New | 45 | 9 | 0.0% | — | 602 | +45 | New | Q4 2025 | Feb 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 43 | 9 | 0.0% | 0.0% | 600 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 45 | 9 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 43 | 9 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 37 | 8 | 0.0% | — | 604 | +37 | New | Q4 2025 | Feb 10, 2026 |
| WealthCollab, LLC | History | New | 35 | 7 | 0.0% | — | 607 | +35 | New | Q4 2025 | Jan 27, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 35 | 7 | 0.0% | 0.0% | 605 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cheviot Value Management, LLC | History | No change | 35 | 7 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Caldwell Trust Co | History | No change | 35 | 7 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Camelot Portfolios, LLC | History | New | 33 | 6 | 0.0% | — | 610 | +33 | New | Q4 2025 | Jan 29, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 31 | 6 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 25 | 5 | 0.0% | — | 616 | +25 | New | Q4 2025 | Feb 19, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 24 | 5 | 0.0% | — | 612 | +24 | New | Q4 2025 | Jan 30, 2026 |
| Valued Wealth Advisors LLC | History | New | 24 | 5 | 0.0% | — | 615 | +24 | New | Q4 2025 | Jan 30, 2026 |
| CENTRAL TRUST Co | History | No change | 24 | 5 | 0.0% | 0.0% | 611 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Founders Capital Management | History | No change | 25 | 5 | 0.0% | 0.0% | 613 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 28 | 5 | 0.0% | 0.0% | 614 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Creative Capital Management Investments LLC | History | No change | 23 | 4 | 0.0% | 0.0% | 617 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Anfield Capital Management, LLC | History | Reduced | 17 | 3 | 0.0% | 0.6% | 619 | -9,464 | -99.82% | Q4 2025 | Feb 03, 2026 |
| Ancora Advisors LLC | History | Reduced | 17 | 3 | 0.0% | 0.0% | 618 | -25 | -59.52% | Q4 2025 | Feb 17, 2026 |
| MASECO LLP | History | New | 15 | 3 | 0.0% | — | 620 | +15 | New | Q4 2025 | Jan 22, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 10 | 2 | 0.0% | 0.19% | 624 | -1,997 | -99.5% | Q4 2025 | Jan 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 14 | 2 | 0.0% | — | 623 | +14 | New | Q4 2025 | Feb 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | New | 10 | 2 | 0.0% | — | 621 | +10 | New | Q4 2025 | Jan 30, 2026 |
| CITY HOLDING CO | History | New | 10 | 2 | 0.0% | — | 622 | +10 | New | Q4 2025 | Jan 22, 2026 |
| Elevated Capital Advisors, LLC | History | New | 10 | 2 | 0.0% | — | 626 | +10 | New | Q4 2025 | Jan 27, 2026 |
| Independence Bank of Kentucky | History | No change | 13 | 2 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SJS Investment Consulting Inc. | History | New | 9 | 1 | 0.0% | — | 628 | +9 | New | Q4 2025 | Jan 21, 2026 |
| Sunbelt Securities, Inc. | History | No change | 6 | 1 | 0.0% | 0.0% | 627 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Dogwood Wealth Management LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 629 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -119,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 3.91% | — | -35,807 | -100.0% | Q3 2025 | Nov 21, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.73% | — | -27,108 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Systelligence, LLC | History | Closed out | 0 | 0 | — | 0.99% | — | -24,384 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -12,286 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,999 | -100.0% | Q3 2025 | Nov 14, 2025 |
| 17 CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.72% | — | -6,177 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,207 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,678 | -100.0% | Q3 2025 | Oct 21, 2025 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.12% | — | -3,664 | -100.0% | Q3 2025 | Nov 03, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,419 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,668 | -100.0% | Q3 2025 | Nov 17, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,599 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Taylor & Morgan Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -1,307 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,260 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,257 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,173 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,158 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Advanced Asset Management Advisors Inc | History | Closed out | 0 | 0 | — | 0.07% | — | -1,156 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Arkos Global Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -1,098 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SCS Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,080 | -100.0% | Q3 2025 | Nov 13, 2025 |
| VestGen Investment Management | History | Closed out | 0 | 0 | — | 0.13% | — | -1,024 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cornerstone Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,012 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Colonial River Investments, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,003 | -100.0% | Q3 2025 | Nov 13, 2025 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -963 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -957 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Octavia Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -951 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Sound View Wealth Advisors Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -937 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -431 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -431 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Minot DeBlois Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -327 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Hopwood Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -274 | -100.0% | Q3 2025 | Nov 06, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -105 | -100.0% | Q3 2025 | Jan 12, 2026 |
| St. Johns Investment Management Company, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -100 | -100.0% | Q3 2025 | Oct 27, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82 | -100.0% | Q3 2025 | Nov 03, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q3 2025 | Mar 31, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -56 | -100.0% | Q3 2025 | Feb 06, 2026 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -49 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Security National Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Oct 20, 2025 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Centennial Bank/AR/ | History | Reduced | 2 | 0 | — | 0.0% | — | -8 | -80.0% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Covestor Ltd | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 06, 2026 |