VANGUARD SCOTTSDALE FUNDS - VGLT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Empower Advisory Group, LLC | History | Added to | 14,411,863 | 804,181 | 2.17% | 2.11% | 1 | +1,017,760 | 7.6% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 10,894,021 | 607,886 | 0.04% | 0.03% | 2 | +1,562,796 | 16.75% | Q4 2025 | Feb 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 8,486,184 | 473,529 | 0.47% | 0.47% | 3 | +284,687 | 3.47% | Q4 2025 | Feb 12, 2026 |
| NEPC LLC | History | Added to | 7,763,007 | 433,175 | 9.23% | 10.3% | 4 | +878,866 | 12.77% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,168,219 | 399,986 | 0.03% | 0.02% | 5 | +862,922 | 13.69% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 6,795,353 | 379,026 | 0.09% | 0.12% | 6 | -1,989,130 | -22.64% | Q4 2025 | Feb 17, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 4,720,361 | 263,396 | 5.55% | 5.97% | 7 | +165,849 | 3.64% | Q4 2025 | Feb 03, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | No change | 3,063,500 | 170,943 | 5.26% | 3.7% | 8 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 2,682,263 | 149,670 | 0.42% | 0.52% | 9 | -225,258 | -7.75% | Q4 2025 | Jan 26, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 2,510,756 | 140,100 | 2.16% | 2.34% | 10 | +483,738 | 23.86% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,298,444 | 128,253 | 0.04% | 0.03% | 11 | +293,299 | 14.63% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 2,097,915 | 117,063 | 0.03% | 0.03% | 12 | +460,456 | 28.12% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,334,945 | 72,393 | 0.1% | 0.11% | 13 | +121,722 | 10.03% | Q4 2025 | Mar 09, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 1,273,353 | 71,205 | 3.28% | 3.38% | 14 | +87,204 | 7.35% | Q4 2025 | Feb 09, 2026 |
| UBS Group AG | History | Added to | 1,234,066 | 68,860 | 0.01% | 0.01% | 15 | +367,090 | 42.34% | Q4 2025 | Jan 29, 2026 |
| CITIGROUP INC | History | Reduced | 1,218,770 | 68,007 | 0.03% | 0.03% | 16 | -48,805 | -3.85% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Added to | 1,195,187 | 66,691 | 0.27% | 0.23% | 17 | +136,224 | 12.86% | Q4 2025 | Jan 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 1,044,278 | 58,270 | 0.71% | 0.75% | 18 | -2,377 | -0.23% | Q4 2025 | Jan 21, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,039,925 | 58,027 | 0.08% | 0.08% | 19 | +56,109 | 5.7% | Q4 2025 | Feb 02, 2026 |
| SCS Capital Management LLC | History | Added to | 894,920 | 49,936 | 0.53% | 0.51% | 20 | +69,072 | 8.36% | Q4 2025 | Feb 10, 2026 |
| Rainwater Charitable Foundation | History | Added to | 886,452 | 49,464 | 29.19% | 30.36% | 21 | +34,798 | 4.09% | Q4 2025 | Feb 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 795,447 | 44,385 | 0.01% | 0.01% | 22 | +6,463 | 0.82% | Q4 2025 | Feb 13, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 790,691 | 44,120 | 12.97% | 14.41% | 23 | +34,515 | 4.56% | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | Reduced | 787,873 | 43,963 | 0.09% | 0.1% | 24 | -19,405 | -2.4% | Q4 2025 | Jan 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 778,838 | 43,459 | 0.17% | 0.17% | 25 | +2,509 | 0.32% | Q4 2025 | Feb 12, 2026 |
| Forum Financial Management, LP | History | Reduced | 743,010 | 41,459 | 0.54% | 0.65% | 26 | -90,444 | -10.85% | Q4 2025 | Jan 27, 2026 |
| Bank of New York Mellon Corp | History | Added to | 738,080 | 41,184 | 0.01% | 0.01% | 27 | +90,682 | 14.01% | Q4 2025 | Feb 10, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 717,499 | 40,036 | 8.91% | 9.47% | 28 | -6,853 | -0.95% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 716,063 | 39,956 | 0.01% | 0.01% | 29 | +35,231 | 5.17% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | Reduced | 714,454 | 39,866 | 0.05% | 0.07% | 30 | -10,665 | -1.47% | Q4 2025 | Feb 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 699,465 | 39,030 | 0.0% | 0.0% | 31 | -15,600 | -2.18% | Q4 2025 | Mar 25, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 596,945 | 33,309 | 0.0% | 0.0% | 32 | -177,425 | -22.91% | Q4 2025 | Feb 11, 2026 |
| Harvest Portfolios Group Inc. | History | Reduced | 582,908 | 32,526 | 0.57% | 0.76% | 33 | -142,980 | -19.7% | Q4 2025 | Feb 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 571,084 | 31,866 | 0.02% | 0.02% | 34 | +41,767 | 7.89% | Q4 2025 | Feb 10, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Added to | 570,000 | 31,806 | 1.06% | 1.15% | 35 | +20,000 | 3.64% | Q4 2025 | Feb 05, 2026 |
| Dunhill Financial, LLC | History | Added to | 548,133 | 31,330 | 7.66% | 6.79% | 36 | +90,113 | 19.67% | Q4 2025 | Jan 29, 2026 |
| Facet Wealth, Inc. | History | Added to | 554,190 | 31,006 | 0.55% | 0.56% | 37 | +77,868 | 16.35% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 549,181 | 30,666 | 0.04% | 0.04% | 38 | +100,442 | 22.38% | Q4 2025 | Jan 08, 2026 |
| TIFF ADVISORY SERVICES, LLC | History | Reduced | 535,858 | 29,900 | 5.15% | 6.66% | 39 | -26,503 | -4.71% | Q4 2025 | Feb 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 494,909 | 27,654 | 0.04% | 0.05% | 40 | -22,867 | -4.42% | Q4 2025 | Feb 18, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 485,671 | 27,100 | 0.06% | 0.07% | 41 | -32,070 | -6.19% | Q4 2025 | Jan 30, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 475,368 | 26,687 | 0.35% | 0.23% | 42 | +165,623 | 53.47% | Q4 2025 | Feb 03, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 472,822 | 26,383 | 0.05% | 0.0% | 43 | +453,023 | 2288.11% | Q4 2025 | Mar 16, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 438,668 | 24,477 | 2.15% | 2.16% | 44 | +11,720 | 2.75% | Q4 2025 | Feb 06, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 415,857 | 23,204 | 0.47% | 0.48% | 45 | +5,469 | 1.33% | Q4 2025 | Feb 12, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 408,943 | 22,819 | 1.17% | 1.09% | 46 | +38,874 | 10.5% | Q4 2025 | Jan 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 379,952 | 21,201 | 0.33% | 0.34% | 47 | +19,371 | 5.37% | Q4 2025 | Feb 12, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 360,513 | 20,116 | 1.64% | 1.87% | 48 | +11,965 | 3.43% | Q4 2025 | Feb 04, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 354,217 | 19,765 | 2.75% | 3.07% | 49 | -34,162 | -8.8% | Q4 2025 | Jan 26, 2026 |
| GenWealth Group, Inc. | History | Added to | 353,013 | 19,712 | 3.36% | 3.4% | 50 | +31,741 | 9.88% | Q4 2025 | Jan 12, 2026 |
| Gleason Group, Inc. | History | Added to | 353,185 | 19,707 | 1.93% | 1.99% | 51 | +5,169 | 1.49% | Q4 2025 | Jan 15, 2026 |
| Betterment LLC | History | Added to | 336,442 | 18,773 | 0.04% | 0.04% | 52 | +5,524 | 1.67% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 330,834 | 18,460 | 0.03% | 0.03% | 53 | +9,127 | 2.84% | Q4 2025 | Feb 13, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 315,441 | 17,601 | 5.15% | 2.97% | 54 | +148,706 | 89.19% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 314,405 | 17,543 | 0.07% | — | 55 | +314,405 | New | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 285,355 | 15,923 | 0.0% | — | 56 | +285,355 | New | Q4 2025 | Feb 17, 2026 |
| WLTH Capital Management, LLC | History | New | 277,498 | 15,867 | 12.27% | — | 57 | +277,498 | New | Q4 2025 | Feb 24, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 279,169 | 15,577 | 4.8% | 4.35% | 58 | +41,015 | 17.22% | Q4 2025 | Jan 30, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 268,447 | 14,979 | 0.29% | 0.3% | 59 | +11,356 | 4.42% | Q4 2025 | Jan 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 264,300 | 14,747 | 0.04% | 0.05% | 60 | -4,300 | -1.6% | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 263,104 | 14,681 | 0.38% | 0.41% | 61 | -3,012 | -1.13% | Q4 2025 | Jan 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 258,799 | 14,440 | 0.05% | 0.05% | 62 | +8,809 | 3.52% | Q4 2025 | Jan 30, 2026 |
| Obermeyer Wealth Partners | History | Added to | 253,496 | 14,145 | 0.65% | 0.59% | 63 | +32,624 | 14.77% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Added to | 248,005 | 13,838 | 0.08% | 0.09% | 64 | +12,927 | 5.5% | Q4 2025 | Jan 26, 2026 |
| NorthRock Partners, LLC | History | Added to | 233,126 | 13,008 | 0.22% | 0.23% | 65 | +9,563 | 4.28% | Q4 2025 | Feb 17, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 231,049 | 12,892 | 0.0% | 0.01% | 66 | -368,835 | -61.48% | Q4 2025 | Feb 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 225,900 | 12,605 | 0.01% | 0.01% | 67 | -13,500 | -5.64% | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 223,100 | 12,448 | 0.01% | 0.02% | 68 | -156,400 | -41.21% | Q4 2025 | Feb 17, 2026 |
| Deane Retirement Strategies, Inc. | History | New | 223,976 | 12,415 | 5.14% | — | 69 | +223,976 | New | Q4 2025 | Jan 28, 2026 |
| Aurelius Family Office LLC | History | Added to | 211,619 | 11,835 | 5.09% | 5.21% | 70 | +5,716 | 2.78% | Q4 2025 | Jan 09, 2026 |
| Peak Asset Management, LLC | History | Reduced | 206,083 | 11,499 | 1.96% | 2.05% | 71 | -12 | -0.01% | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 194,388 | 10,846 | 0.22% | 0.24% | 72 | +6,700 | 3.57% | Q4 2025 | Feb 09, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 193,339 | 10,788 | 0.15% | 0.22% | 73 | -8,352 | -4.14% | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 193,340 | 10,788 | 0.52% | 0.8% | 74 | -8,351 | -4.14% | Q4 2025 | Feb 12, 2026 |
| O'Brien Wealth Partners LLC | History | Added to | 191,387 | 10,679 | 1.41% | 1.26% | 75 | +27,303 | 16.64% | Q4 2025 | Jan 22, 2026 |
| VICUS CAPITAL | History | Reduced | 184,531 | 10,296 | 0.77% | 0.8% | 76 | -10 | -0.01% | Q4 2025 | Jan 22, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 181,237 | 10,113 | 0.6% | 0.4% | 77 | -10,278 | -5.37% | Q4 2025 | Feb 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 174,485 | 9,736 | 0.07% | 0.08% | 78 | +319 | 0.18% | Q4 2025 | Feb 18, 2026 |
| Westshore Wealth, LLC | History | Added to | 171,731 | 9,582 | 3.17% | 3.2% | 79 | +6,780 | 4.11% | Q4 2025 | Feb 25, 2026 |
| Compass Advisory Group LLC | History | Reduced | 171,616 | 9,576 | 2.59% | 2.77% | 80 | -1,892 | -1.09% | Q4 2025 | Jan 21, 2026 |
| Tandem Financial, LLC | History | Added to | 153,416 | 8,491 | 10.18% | 2.68% | 81 | +26,882 | 21.24% | Q4 2025 | Feb 10, 2026 |
| Vident Advisory, LLC | History | Added to | 152,072 | 8,485 | 0.08% | 0.03% | 82 | +102,703 | 208.03% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 150,237 | 8,383 | 0.02% | 0.01% | 83 | +64,603 | 75.44% | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Added to | 147,995 | 8,258 | 0.15% | 0.18% | 84 | +8,004 | 5.72% | Q4 2025 | Feb 06, 2026 |
| Red Tortoise LLC | History | Added to | 146,470 | 8,173 | 3.47% | 3.25% | 85 | +14,683 | 11.14% | Q4 2025 | Jan 22, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 143,852 | 8,026 | 2.33% | 2.37% | 86 | +4,693 | 3.37% | Q4 2025 | Jan 08, 2026 |
| Cetera Investment Advisers | History | Added to | 142,040 | 7,925 | 0.01% | 0.01% | 87 | +8,344 | 6.24% | Q4 2025 | Feb 17, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 141,449 | 7,892 | 0.25% | 0.28% | 88 | -10,366 | -6.83% | Q4 2025 | Jan 30, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 139,997 | 7,811 | 0.08% | 0.08% | 89 | -7,019 | -4.77% | Q4 2025 | Jan 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 137,708 | 7,684 | 0.27% | 0.27% | 90 | +6,429 | 4.9% | Q4 2025 | Jan 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 137,457 | 7,670 | 0.01% | 0.01% | 91 | +13,700 | 11.07% | Q4 2025 | Feb 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 137,282 | 7,660 | 0.02% | 0.02% | 92 | +1,859 | 1.37% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 136,157 | 7,599 | 0.01% | 0.01% | 93 | -8,169 | -5.66% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | Reduced | 135,646 | 7,569 | 0.13% | 0.11% | 94 | -55,871 | -29.17% | Q4 2025 | Feb 18, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 134,733 | 7,518 | 1.59% | 1.65% | 95 | +1,410 | 1.06% | Q4 2025 | Jan 30, 2026 |
| COURIER CAPITAL LLC | History | Added to | 131,332 | 7,328 | 0.41% | 0.39% | 96 | +11,666 | 9.75% | Q4 2025 | Jan 29, 2026 |
| NewEdge Wealth, LLC | History | Added to | 129,304 | 7,215 | 0.08% | 0.1% | 97 | +6,049 | 4.91% | Q4 2025 | Feb 03, 2026 |
| INSIGHT 2811, INC. | History | Added to | 128,648 | 7,178 | 3.17% | 3.16% | 98 | +3,830 | 3.07% | Q4 2025 | Feb 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 127,396 | 7,108 | 0.0% | 0.0% | 99 | -53,504 | -29.58% | Q4 2025 | Feb 17, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 126,933 | 7,082 | 0.24% | 0.24% | 100 | +4,744 | 3.88% | Q4 2025 | Feb 09, 2026 |
| Quadratic Capital Management LLC | History | Added to | 126,823 | 7,076 | 1.81% | 1.86% | 101 | +20,997 | 19.84% | Q4 2025 | Jan 13, 2026 |
| Summit Financial, LLC | History | Added to | 121,248 | 6,765 | 0.1% | 0.1% | 102 | +8,396 | 7.44% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 117,085 | 6,533 | 0.06% | 0.09% | 103 | -42,702 | -26.72% | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 116,930 | 6,524 | 1.03% | 1.01% | 104 | +8,049 | 7.39% | Q4 2025 | Feb 24, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 115,409 | 6,470 | 0.2% | 0.23% | 105 | -4,610 | -3.84% | Q4 2025 | Jan 23, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 115,148 | 6,460 | 0.3% | 0.26% | 106 | +36,236 | 45.92% | Q4 2025 | Feb 03, 2026 |
| BANK OF HAWAII | History | Added to | 113,095 | 6,310 | 0.31% | 0.28% | 107 | +15,849 | 16.3% | Q4 2025 | Mar 03, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 111,253 | 6,207 | 0.46% | 0.27% | 108 | +42,105 | 60.89% | Q4 2025 | Jan 23, 2026 |
| Act Two Investors LLC | History | Added to | 107,689 | 6,009 | 1.08% | 1.03% | 109 | +5,116 | 4.99% | Q4 2025 | Feb 10, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 104,160 | 5,812 | 1.17% | 1.2% | 110 | +3,706 | 3.69% | Q4 2025 | Feb 11, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 101,946 | 5,688 | 0.06% | 0.07% | 111 | -2,274 | -2.18% | Q4 2025 | Feb 02, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 99,385 | 5,545 | 0.07% | — | 112 | +99,385 | New | Q4 2025 | Jan 29, 2026 |
| S. R. Schill & Associates | History | Reduced | 99,007 | 5,524 | 3.9% | 3.98% | 113 | -760 | -0.76% | Q4 2025 | Jan 23, 2026 |
| American National Bank of Texas | History | Added to | 98,485 | 5,495 | 5.28% | 5.17% | 114 | +1,944 | 2.01% | Q4 2025 | Jan 08, 2026 |
| Blue Trust, Inc. | History | Added to | 98,261 | 5,482 | 0.06% | 0.06% | 115 | +4,877 | 5.22% | Q4 2025 | Jan 16, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 95,000 | 5,301 | 0.03% | — | 116 | +95,000 | New | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 93,038 | 5,191 | 0.01% | 0.02% | 117 | -15,714 | -14.45% | Q4 2025 | Feb 13, 2026 |
| Rinkey Investments | History | Reduced | 91,485 | 5,104 | 1.3% | 1.95% | 118 | -37,781 | -29.23% | Q4 2025 | Feb 04, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 91,437 | 5,102 | 0.3% | 0.31% | 119 | +2,625 | 2.96% | Q4 2025 | Feb 17, 2026 |
| RHS Financial, LLC | History | New | 85,698 | 4,781 | 2.33% | — | 120 | +85,698 | New | Q4 2025 | Jan 16, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 84,468 | 4,713 | 0.73% | 0.43% | 121 | +40,928 | 94.0% | Q4 2025 | Jan 15, 2026 |
| Focus Financial Network, Inc. | History | Added to | 83,123 | 4,638 | 0.16% | 0.16% | 122 | +2,244 | 2.77% | Q4 2025 | Jan 12, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 82,599 | 4,609 | 3.24% | 3.28% | 123 | +2,198 | 2.73% | Q4 2025 | Jan 08, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 82,050 | 4,578 | 0.59% | 0.63% | 124 | +3,959 | 5.07% | Q4 2025 | Feb 04, 2026 |
| Quadrature Capital Ltd | History | New | 80,371 | 4,484 | 0.05% | — | 125 | +80,371 | New | Q4 2025 | Feb 17, 2026 |
| Cresset Asset Management, LLC | History | Added to | 79,805 | 4,453 | 0.02% | 0.02% | 126 | +10,944 | 15.89% | Q4 2025 | Feb 17, 2026 |
| KITCHING PARTNERS, LLC | History | Added to | 79,780 | 4,451 | 4.06% | 4.22% | 127 | +1,131 | 1.44% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 76,931 | 4,292 | 0.01% | 0.0% | 128 | +9,390 | 13.9% | Q4 2025 | Feb 12, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 76,216 | 4,252 | 2.67% | 2.61% | 129 | +1,453 | 1.94% | Q4 2025 | Feb 23, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 74,282 | 4,144 | 0.11% | 0.13% | 130 | -12,117 | -14.02% | Q4 2025 | Feb 03, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Reduced | 73,980 | 4,128 | 1.2% | 1.51% | 131 | -6,720 | -8.33% | Q4 2025 | Feb 11, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | New | 73,494 | 4,100 | 0.69% | — | 132 | +73,494 | New | Q4 2025 | Feb 12, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 73,012 | 4,074 | 0.44% | 0.42% | 133 | +8,298 | 12.82% | Q4 2025 | Jan 26, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 71,810 | 4,007 | 0.1% | 0.1% | 134 | +10,059 | 16.29% | Q4 2025 | Feb 17, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 70,447 | 3,931 | 0.55% | 0.71% | 135 | -8,380 | -10.63% | Q4 2025 | Jan 21, 2026 |
| COMMERCE BANK | History | Reduced | 70,366 | 3,926 | 0.02% | 0.02% | 136 | -1,110 | -1.55% | Q4 2025 | Feb 13, 2026 |
| LeConte Wealth Management, LLC | History | Reduced | 69,597 | 3,883 | 2.54% | 2.81% | 137 | -4,464 | -6.03% | Q4 2025 | Jan 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 69,269 | 3,865 | 0.48% | 0.49% | 138 | +5,798 | 9.13% | Q4 2025 | Jan 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 68,244 | 3,808 | 0.0% | 0.0% | 139 | +2,913 | 4.46% | Q4 2025 | Feb 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 68,261 | 3,808 | 0.02% | 0.02% | 140 | -355 | -0.52% | Q4 2025 | Feb 12, 2026 |
| Cerity Partners LLC | History | Added to | 66,290 | 3,698 | 0.01% | 0.0% | 141 | +62,409 | 1608.06% | Q4 2025 | Feb 11, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 66,090 | 3,687 | 2.14% | 4.94% | 142 | -105,757 | -61.54% | Q4 2025 | Feb 10, 2026 |
| SMART Wealth LLC | History | Reduced | 65,563 | 3,658 | 1.12% | 1.44% | 143 | -1,652 | -2.46% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 62,465 | 3,485 | 0.0% | 0.0% | 144 | +11,062 | 21.52% | Q4 2025 | Feb 17, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 61,206 | 3,415 | 0.27% | 0.29% | 145 | +5,433 | 9.74% | Q4 2025 | Jan 13, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 58,999 | 3,327 | 0.37% | 1.67% | 146 | -191,141 | -76.41% | Q4 2025 | Feb 13, 2026 |
| REGIONS FINANCIAL CORP | History | New | 59,532 | 3,321 | 0.02% | — | 147 | +59,532 | New | Q4 2025 | Jan 27, 2026 |
| Compass Wealth Management, LLC/GA | History | Reduced | 57,152 | 3,189 | 1.31% | 2.2% | 148 | -30,346 | -34.68% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 56,234 | 3,137 | 0.06% | 0.06% | 149 | +271 | 0.48% | Q4 2025 | Jan 16, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 56,213 | 3,136 | 0.34% | 0.34% | 150 | +822 | 1.48% | Q4 2025 | Jan 29, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 55,649 | 3,105 | 0.08% | 0.06% | 151 | +9,630 | 20.93% | Q4 2025 | Feb 13, 2026 |
| Graetz Wealth LLC | History | New | 55,609 | 3,103 | 2.82% | — | 152 | +55,609 | New | Q4 2025 | Feb 12, 2026 |
| WBH ADVISORY INC | History | Added to | 54,698 | 3,052 | 0.23% | 0.18% | 153 | +13,032 | 31.28% | Q4 2025 | Jan 26, 2026 |
| One Wealth Map LLC | History | New | 53,041 | 2,937 | 1.49% | — | 154 | +53,041 | New | Q4 2025 | Feb 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 48,983 | 2,733 | 0.0% | 0.0% | 155 | +502 | 1.04% | Q4 2025 | Feb 17, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 48,971 | 2,732 | 0.07% | 0.07% | 156 | -648 | -1.31% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 48,893 | 2,728 | 0.09% | — | 157 | +48,893 | New | Q4 2025 | Feb 13, 2026 |
| Global Endowment Management, LP | History | No change | 46,770 | 2,610 | 0.33% | 0.33% | 158 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Axiom Financial Strategies, LLC | History | Reduced | 45,672 | 2,548 | 1.07% | 1.7% | 159 | -23,756 | -34.22% | Q4 2025 | Jan 23, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 45,284 | 2,526 | 0.16% | 0.18% | 160 | -2,541 | -5.31% | Q4 2025 | Feb 17, 2026 |
| Transcendent Capital Group LLC | History | Added to | 44,915 | 2,506 | 1.13% | 1.13% | 161 | +635 | 1.43% | Q4 2025 | Jan 26, 2026 |
| Skyline Advisors, Inc. | History | Added to | 44,369 | 2,475 | 0.83% | 0.79% | 162 | +3,893 | 9.62% | Q4 2025 | Jan 12, 2026 |
| Thrive Capital Management, LLC | History | Added to | 43,397 | 2,421 | 0.54% | 0.37% | 163 | +17,833 | 69.76% | Q4 2025 | Feb 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 40,156 | 2,241 | 0.0% | 0.0% | 164 | +2,402 | 6.36% | Q4 2025 | Feb 05, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 39,407 | 2,198 | 0.39% | 0.22% | 165 | +18,657 | 89.91% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 39,200 | 2,187 | 0.0% | 0.0% | 166 | -22,700 | -36.67% | Q4 2025 | Feb 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 38,945 | 2,173 | 0.01% | 0.01% | 167 | +15,311 | 64.78% | Q4 2025 | Feb 17, 2026 |
| High Probability Advisors, LLC | History | New | 38,415 | 2,143 | 0.29% | — | 168 | +38,415 | New | Q4 2025 | Jan 29, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | New | 38,273 | 2,135 | 1.42% | — | 170 | +38,273 | New | Q4 2025 | Jan 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 38,271 | 2,135 | 0.05% | 0.04% | 169 | +12,168 | 46.62% | Q4 2025 | Feb 17, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 35,410 | 1,975 | 0.24% | 0.25% | 171 | +493 | 1.41% | Q4 2025 | Jan 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 34,200 | 1,908 | 0.0% | 0.0% | 172 | -700 | -2.01% | Q4 2025 | Feb 17, 2026 |
| WFA of San Diego, LLC | History | Added to | 33,590 | 1,874 | 1.37% | 1.1% | 173 | +5,265 | 18.59% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 33,539 | 1,871 | 0.01% | 0.02% | 174 | -36,768 | -52.3% | Q4 2025 | Jan 29, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 33,292 | 1,857 | 1.32% | 1.33% | 175 | +1,270 | 3.97% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | New | 33,124 | 1,848 | 0.03% | — | 176 | +33,124 | New | Q4 2025 | Feb 03, 2026 |
| Waverly Advisors, LLC | History | Reduced | 32,341 | 1,804 | 0.01% | 0.02% | 177 | -5,500 | -14.53% | Q4 2025 | Feb 17, 2026 |
| Manhattan West Asset Management, LLC | History | Reduced | 31,922 | 1,781 | 0.36% | 0.49% | 178 | -8,735 | -21.48% | Q4 2025 | Feb 02, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Added to | 31,893 | 1,779 | 0.78% | 0.71% | 179 | +3,446 | 12.11% | Q4 2025 | Jan 14, 2026 |
| Aureum Wealth Management, LLC | History | New | 31,856 | 1,777 | 1.65% | — | 180 | +31,856 | New | Q4 2025 | Jan 28, 2026 |
| Simplicity Wealth,LLC | History | Added to | 31,637 | 1,765 | 0.11% | 0.08% | 181 | +6,013 | 23.47% | Q4 2025 | Jan 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 31,099 | 1,735 | 0.0% | 0.0% | 182 | +10,048 | 47.73% | Q4 2025 | Feb 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 30,011 | 1,674 | 0.1% | 0.08% | 183 | +5,214 | 21.03% | Q4 2025 | Jan 20, 2026 |
| SVRN Asset Management, LLC | History | New | 29,685 | 1,656 | 1.36% | — | 184 | +29,685 | New | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 29,650 | 1,654 | 0.05% | 0.08% | 185 | -1,467 | -4.71% | Q4 2025 | Jan 20, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 27,813 | 1,551 | 0.01% | 0.01% | 186 | -1,349 | -4.63% | Q4 2025 | Feb 18, 2026 |
| Brookstone Capital Management | History | Added to | 27,493 | 1,534 | 0.02% | 0.01% | 187 | +8,190 | 42.43% | Q4 2025 | Jan 15, 2026 |
| AXS Investments LLC | History | Reduced | 27,384 | 1,528 | 0.73% | 0.69% | 188 | -347 | -1.25% | Q4 2025 | Feb 10, 2026 |
| Marion Wealth Management | History | Added to | 26,995 | 1,514 | 0.34% | 0.35% | 189 | +905 | 3.47% | Q4 2025 | Jan 26, 2026 |
| Running Point Capital Advisors, LLC | History | Added to | 26,939 | 1,503 | 0.41% | 0.39% | 190 | +1,638 | 6.47% | Q4 2025 | Feb 17, 2026 |
| One Day In July LLC | History | Reduced | 26,334 | 1,469 | 0.12% | 0.14% | 191 | -2,574 | -8.9% | Q4 2025 | Feb 04, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 26,052 | 1,453 | 0.36% | 0.35% | 192 | +839 | 3.33% | Q4 2025 | Jan 12, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 25,850 | 1,442 | 0.05% | 0.14% | 193 | -40,553 | -61.07% | Q4 2025 | Jan 29, 2026 |
| Compagnie Lombard Odier SCmA | History | Reduced | 24,319 | 1,357 | 0.01% | 0.02% | 194 | -1,518 | -5.88% | Q4 2025 | Jan 16, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 23,262 | 1,298 | 0.27% | 0.29% | 195 | -111 | -0.47% | Q4 2025 | Jan 29, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | New | 22,661 | 1,264 | 0.7% | — | 196 | +22,661 | New | Q4 2025 | Feb 17, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 22,443 | 1,252 | 0.02% | 0.03% | 197 | -1,753 | -7.24% | Q4 2025 | Feb 19, 2026 |
| Lord & Richards Wealth Management, LLC | History | Added to | 21,369 | 1,192 | 1.02% | 1.06% | 198 | +1,032 | 5.07% | Q4 2025 | Jan 15, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 21,085 | 1,176 | 0.39% | 0.43% | 199 | -984 | -4.46% | Q4 2025 | Jan 22, 2026 |
| Orcam Financial Group | History | Added to | 20,496 | 1,143 | 0.86% | 0.93% | 200 | +137 | 0.67% | Q4 2025 | Feb 06, 2026 |
| Hirtle Callaghan & Co LLC | History | No change | 19,959 | 1,113 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 19,305 | 1,077 | 0.03% | 0.03% | 202 | +503 | 2.68% | Q4 2025 | Jan 09, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 18,709 | 1,047 | 0.27% | 0.29% | 203 | -223 | -1.18% | Q4 2025 | Jan 26, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | Added to | 18,677 | 1,042 | 1.05% | 1.59% | 204 | +1,550 | 9.05% | Q4 2025 | Feb 05, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 18,540 | 1,034 | 0.37% | 0.28% | 205 | +4,856 | 35.49% | Q4 2025 | Jan 22, 2026 |
| World Investment Advisors | History | New | 18,004 | 1,004 | 0.02% | — | 206 | +18,004 | New | Q4 2025 | Mar 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 18,006 | 1,004 | 0.04% | 0.04% | 207 | -976 | -5.14% | Q4 2025 | Jan 13, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Reduced | 17,737 | 989 | 0.92% | 1.11% | 208 | -2,053 | -10.37% | Q4 2025 | Feb 05, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 16,945 | 945 | 0.1% | 0.12% | 209 | -2,118 | -11.11% | Q4 2025 | Jan 23, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 16,874 | 941 | 0.25% | 0.15% | 210 | +150 | 0.9% | Q4 2025 | Jan 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 16,731 | 933 | 0.0% | — | 211 | +16,731 | New | Q4 2025 | Feb 13, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 16,737 | 933 | 0.2% | 0.19% | 212 | +4,121 | 32.66% | Q4 2025 | Feb 02, 2026 |
| Independence Bank of Kentucky | History | Reduced | 16,639 | 928 | 0.12% | 0.14% | 213 | -3,028 | -15.4% | Q4 2025 | Jan 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 16,389 | 914 | 0.01% | 0.01% | 214 | -1,050 | -6.02% | Q4 2025 | Jan 23, 2026 |
| VANGUARD GROUP INC | History | Added to | 16,096 | 898 | 0.0% | 0.0% | 215 | +1,203 | 8.08% | Q4 2025 | Jan 29, 2026 |
| PeakShares LLC | History | New | 15,849 | 884 | 0.86% | — | 216 | +15,849 | New | Q4 2025 | Mar 10, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | New | 15,539 | 867 | 0.12% | — | 217 | +15,539 | New | Q4 2025 | Jan 12, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 15,112 | 843 | 0.02% | 0.01% | 218 | +8,512 | 128.97% | Q4 2025 | Jan 28, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 15,063 | 840 | 0.62% | — | 219 | +15,063 | New | Q4 2025 | Feb 06, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 14,960 | 834 | 0.2% | 0.62% | 220 | -26,207 | -63.66% | Q4 2025 | Feb 02, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 14,864 | 829 | 0.75% | — | 221 | +14,864 | New | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | Added to | 14,873 | 829 | 0.09% | 0.07% | 222 | +3,345 | 29.02% | Q4 2025 | Feb 03, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 14,805 | 826 | 0.1% | 0.12% | 223 | +2,405 | 19.4% | Q4 2025 | Feb 13, 2026 |
| Aspect Partners, LLC | History | Added to | 14,087 | 786 | 0.34% | 0.19% | 224 | +6,889 | 95.71% | Q4 2025 | Jan 23, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 13,895 | 775 | 0.18% | 0.18% | 225 | +784 | 5.98% | Q4 2025 | Feb 11, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 13,829 | 771 | 0.28% | 0.25% | 227 | +2,649 | 23.69% | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 13,825 | 771 | 0.03% | 0.03% | 226 | -1,566 | -10.17% | Q4 2025 | Feb 06, 2026 |
| Miller Financial Services LLC | History | Added to | 13,675 | 763 | 0.89% | 0.67% | 228 | +3,415 | 33.28% | Q4 2025 | Feb 12, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 13,232 | 753 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sightline Wealth Advisors, LLC | History | Added to | 13,007 | 725 | 0.31% | 0.33% | 230 | +190 | 1.48% | Q4 2025 | Jan 26, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 12,937 | 721 | 0.04% | 0.05% | 231 | -817 | -5.94% | Q4 2025 | Jan 22, 2026 |
| Verity Asset Management, Inc. | History | Added to | 12,884 | 718 | 0.31% | 0.23% | 232 | +734 | 6.04% | Q4 2025 | Jan 30, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 12,834 | 716 | 0.01% | 0.02% | 233 | -5,085 | -28.38% | Q4 2025 | Jan 26, 2026 |
| Private Wealth Advisors, LLC | History | New | 12,618 | 704 | 0.22% | — | 234 | +12,618 | New | Q4 2025 | Feb 06, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 12,319 | 688 | 0.32% | 0.3% | 235 | +1,876 | 17.96% | Q4 2025 | Feb 17, 2026 |
| EJMK Ventures LLC | History | New | 11,901 | 664 | 0.41% | — | 237 | +11,901 | New | Q4 2025 | Mar 03, 2026 |
| Creative Planning | History | Added to | 11,911 | 664 | 0.0% | 0.0% | 236 | +1,386 | 13.17% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Reduced | 11,877 | 662 | 0.03% | 0.04% | 238 | -423 | -3.44% | Q4 2025 | Jan 26, 2026 |
| Archer Investment Management, LLC | History | Reduced | 11,853 | 661 | 0.36% | 0.45% | 239 | -1,146 | -8.82% | Q4 2025 | Jan 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 11,572 | 645 | 0.01% | 0.0% | 240 | +7,275 | 169.3% | Q4 2025 | Feb 09, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 11,539 | 643 | 0.18% | 0.4% | 241 | -10,986 | -48.77% | Q4 2025 | Feb 11, 2026 |
| Mittelman Wealth Management | History | Added to | 11,474 | 640 | 0.42% | 0.38% | 242 | +1,272 | 12.47% | Q4 2025 | Feb 17, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | New | 11,416 | 637 | 0.03% | — | 243 | +11,416 | New | Q4 2025 | Feb 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 11,205 | 625 | 0.02% | 0.02% | 244 | +29 | 0.26% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Added to | 11,148 | 622 | 0.0% | 0.0% | 245 | +967 | 9.5% | Q4 2025 | Feb 13, 2026 |
| Jordan Park Group LLC | History | No change | 11,102 | 619 | 0.04% | 0.04% | 246 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | Added to | 10,935 | 610 | 0.0% | 0.0% | 247 | +6,874 | 169.27% | Q4 2025 | Feb 12, 2026 |
| Scarborough Advisors, LLC | History | Added to | 10,797 | 602 | 0.1% | 0.08% | 248 | +3,163 | 41.43% | Q4 2025 | Feb 17, 2026 |
| Key Capital Management, INC | History | New | 10,734 | 598 | 0.59% | — | 249 | +10,734 | New | Q4 2025 | Jan 26, 2026 |
| PFG Advisors | History | Added to | 10,607 | 591 | 0.03% | 0.01% | 251 | +5,029 | 90.16% | Q4 2025 | Jan 27, 2026 |
| Advisory Services Network, LLC | History | Added to | 10,599 | 591 | 0.01% | 0.01% | 250 | +2,466 | 30.32% | Q4 2025 | Feb 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 10,533 | 587 | 0.0% | 0.0% | 252 | +159 | 1.53% | Q4 2025 | Feb 12, 2026 |
| TORONTO DOMINION BANK | History | New | 10,300 | 574 | 0.0% | — | 253 | +10,300 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 9,931 | 554 | 0.0% | 0.0% | 254 | +101 | 1.03% | Q4 2025 | Feb 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 9,918 | 553 | 0.0% | — | 255 | +9,918 | New | Q4 2025 | Feb 13, 2026 |
| Shade Tree Advisors LLC | History | Added to | 9,885 | 551 | 0.42% | 0.3% | 256 | +3,790 | 62.18% | Q4 2025 | Feb 04, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 9,805 | 550 | 0.05% | 0.06% | 257 | -238 | -2.37% | Q4 2025 | Feb 17, 2026 |
| Lido Advisors, LLC | History | Added to | 8,969 | 503 | 0.0% | 0.0% | 258 | +111 | 1.25% | Q4 2025 | Feb 10, 2026 |
| NWAM LLC | History | Reduced | 8,851 | 498 | 0.03% | 0.03% | 259 | -1,602 | -15.33% | Q4 2025 | Feb 04, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 8,793 | 490 | 0.01% | 0.02% | 260 | -1,020 | -10.39% | Q4 2025 | Feb 13, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 8,687 | 484 | 0.05% | 0.05% | 261 | +1 | 0.01% | Q4 2025 | Jan 29, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 8,573 | 478 | 0.07% | 0.06% | 262 | +825 | 10.65% | Q4 2025 | Jan 28, 2026 |
| Titan Investment Management LLC | History | New | 8,521 | 475 | 0.43% | — | 263 | +8,521 | New | Q4 2025 | Feb 24, 2026 |
| BAM Wealth Management, LLC | History | Added to | 8,499 | 474 | 0.34% | 0.35% | 264 | +536 | 6.73% | Q4 2025 | Jan 20, 2026 |
| MAI Capital Management | History | Added to | 8,267 | 461 | 0.0% | 0.0% | 265 | +70 | 0.85% | Q4 2025 | Feb 13, 2026 |
| Nikulski Financial, Inc. | History | New | 8,255 | 460 | 0.11% | — | 266 | +8,255 | New | Q4 2025 | Jan 15, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 8,207 | 457 | 0.06% | 0.06% | 267 | -73 | -0.88% | Q4 2025 | Feb 02, 2026 |
| Wedmont Private Capital | History | New | 7,945 | 446 | 0.02% | — | 268 | +7,945 | New | Q4 2025 | Jan 08, 2026 |
| Vise Technologies, Inc. | History | New | 7,790 | 434 | 0.01% | — | 269 | +7,790 | New | Q4 2025 | Feb 11, 2026 |
| SlateStone Wealth, LLC | History | Added to | 7,634 | 426 | 0.04% | 0.02% | 270 | +3,821 | 100.21% | Q4 2025 | Feb 11, 2026 |
| Stokes Family Office, LLC | History | Reduced | 7,305 | 407 | 0.04% | 0.05% | 271 | -1,447 | -16.53% | Q4 2025 | Feb 18, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 7,249 | 404 | 0.06% | 0.07% | 272 | +420 | 6.15% | Q4 2025 | Feb 04, 2026 |
| D.B. Root & Company, LLC | History | Added to | 7,190 | 401 | 0.1% | 0.1% | 273 | +105 | 1.48% | Q4 2025 | Feb 03, 2026 |
| Hilltop Holdings Inc. | History | New | 7,089 | 395 | 0.02% | — | 274 | +7,089 | New | Q4 2025 | Feb 17, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 7,080 | 395 | 0.02% | 0.02% | 275 | -20 | -0.28% | Q4 2025 | Jan 29, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 7,009 | 391 | 0.12% | 0.13% | 276 | -154 | -2.15% | Q4 2025 | Jan 26, 2026 |
| Eagle Strategies LLC | History | Added to | 6,967 | 388 | 0.05% | 0.05% | 277 | +515 | 7.98% | Q4 2025 | Jan 23, 2026 |
| SANDERS MORRIS HARRIS LLC | History | No change | 6,900 | 386 | 0.6% | 0.05% | 278 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 6,835 | 381 | 0.05% | 0.05% | 279 | -350 | -4.87% | Q4 2025 | Jan 26, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 6,797 | 379 | 0.06% | 0.06% | 280 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 6,700 | 373 | 0.0% | 0.01% | 281 | +1,461 | 27.89% | Q4 2025 | Jan 29, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 6,499 | 362 | 0.11% | 0.28% | 282 | -14,350 | -68.83% | Q4 2025 | Feb 02, 2026 |
| Affiance Financial, LLC | History | No change | 6,485 | 361 | 0.06% | 0.07% | 283 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Valmark Advisers, Inc. | History | No change | 6,358 | 354 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 6,287 | 351 | 0.0% | 0.0% | 285 | +2,630 | 71.92% | Q4 2025 | Jan 05, 2026 |
| StoneX Group Inc. | History | New | 6,276 | 350 | 0.02% | — | 286 | +6,276 | New | Q4 2025 | Feb 12, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 6,260 | 349 | 0.03% | 0.03% | 287 | -200 | -3.1% | Q4 2025 | Jan 23, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 6,200 | 345 | 0.03% | 0.03% | 288 | -12 | -0.19% | Q4 2025 | Jan 26, 2026 |
| IFP Advisors, Inc | History | Added to | 6,018 | 335 | 0.01% | 0.01% | 289 | +2,350 | 64.07% | Q4 2025 | Feb 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 5,988 | 334 | 0.0% | — | 290 | +5,988 | New | Q4 2025 | Feb 18, 2026 |
| Edgestream Partners, L.P. | History | Added to | 5,913 | 329 | 0.01% | 0.01% | 291 | +976 | 19.77% | Q4 2025 | Feb 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | New | 5,873 | 327 | 0.0% | — | 292 | +5,873 | New | Q4 2025 | Feb 13, 2026 |
| Atlas Legacy Advisors, LLC | History | New | 5,624 | 313 | 0.05% | — | 293 | +5,624 | New | Q4 2025 | Jan 29, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 5,401 | 301 | 0.21% | 0.25% | 294 | -419 | -7.2% | Q4 2025 | Jan 27, 2026 |
| Private Advisor Group, LLC | History | Reduced | 5,314 | 296 | 0.0% | 0.0% | 295 | -2,143 | -28.74% | Q4 2025 | Feb 17, 2026 |
| XTX Topco Ltd | History | New | 5,243 | 292 | 0.01% | — | 296 | +5,243 | New | Q4 2025 | Feb 17, 2026 |
| ACUTE INVESTMENT ADVISORY, LLC | History | Reduced | 5,247 | 292 | 2.83% | 2.86% | 297 | -759 | -12.64% | Q4 2025 | Jan 27, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 5,183 | 290 | 0.01% | 0.02% | 298 | -232 | -4.28% | Q4 2025 | Feb 13, 2026 |
| Nolet Wealth Management, LLC | History | New | 5,092 | 284 | 0.16% | — | 299 | +5,092 | New | Q4 2025 | Feb 27, 2026 |
| WJ Financial Advisors LLC | History | Reduced | 4,957 | 276 | 0.25% | 0.3% | 300 | -453 | -8.37% | Q4 2025 | Feb 02, 2026 |
| Compound Planning, Inc. | History | New | 4,882 | 272 | 0.01% | — | 301 | +4,882 | New | Q4 2025 | Feb 19, 2026 |
| GWN SECURITIES INC. | History | New | 4,819 | 268 | 0.05% | — | 302 | +4,819 | New | Q4 2025 | Feb 11, 2026 |
| WESTBOURNE INVESTMENTS, INC. | History | Reduced | 4,648 | 259 | 0.12% | 0.14% | 303 | -330 | -6.63% | Q4 2025 | Jan 22, 2026 |
| HBW ADVISORY SERVICES LLC | History | Reduced | 4,618 | 257 | 0.03% | 0.04% | 304 | -2,203 | -32.3% | Q4 2025 | Jan 23, 2026 |
| Avior Wealth Management, LLC | History | Added to | 4,555 | 254 | 0.01% | 0.01% | 305 | +1 | 0.02% | Q4 2025 | Jan 06, 2026 |
| Weaver Consulting Group | History | No change | 4,492 | 250 | 0.06% | 0.06% | 306 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 4,391 | 245 | 0.0% | — | 307 | +4,391 | New | Q4 2025 | Feb 06, 2026 |
| Wilian Securities, LLC | History | New | 4,378 | 244 | 0.26% | — | 308 | +4,378 | New | Q4 2025 | Feb 06, 2026 |
| Community Bank, N.A. | History | Reduced | 4,354 | 242 | 0.03% | 0.05% | 309 | -3,336 | -43.38% | Q4 2025 | Feb 04, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 4,247 | 236 | 0.0% | 0.01% | 310 | -300 | -6.6% | Q4 2025 | Feb 06, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 4,206 | 234 | 0.02% | 0.02% | 311 | -432 | -9.31% | Q4 2025 | Jan 23, 2026 |
| KLCM Advisors, Inc. | History | New | 4,125 | 230 | 0.02% | — | 312 | +4,125 | New | Q4 2025 | Feb 04, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 4,124 | 230 | 0.0% | 0.0% | 313 | -313 | -7.05% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 4,116 | 229 | 0.0% | 0.0% | 314 | -10,697 | -72.21% | Q4 2025 | Feb 11, 2026 |
| BROWN ADVISORY INC | History | New | 4,076 | 227 | 0.0% | — | 315 | +4,076 | New | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 3,980 | 222 | 0.02% | 0.02% | 316 | +306 | 8.33% | Q4 2025 | Jan 29, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 3,962 | 221 | 0.06% | 0.06% | 317 | +62 | 1.59% | Q4 2025 | Feb 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 3,937 | 220 | 0.02% | — | 318 | +3,937 | New | Q4 2025 | Jan 20, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 3,953 | 220 | 0.2% | 0.26% | 319 | -1,058 | -21.11% | Q4 2025 | Jan 29, 2026 |
| McKinley Carter Wealth Services, Inc. | History | New | 3,923 | 218 | 0.01% | — | 320 | +3,923 | New | Q4 2025 | Feb 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 3,856 | 215 | 0.01% | — | 321 | +3,856 | New | Q4 2025 | Jan 26, 2026 |
| Auour Investments LLC | History | Reduced | 3,811 | 212 | 0.07% | 0.1% | 322 | -1,341 | -26.03% | Q4 2025 | Jan 12, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | New | 3,751 | 209 | 0.01% | — | 323 | +3,751 | New | Q4 2025 | Feb 10, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 3,740 | 208 | 0.06% | 0.15% | 325 | -5,558 | -59.78% | Q4 2025 | Feb 06, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 3,744 | 208 | 0.0% | 0.0% | 324 | -327 | -8.03% | Q4 2025 | Feb 10, 2026 |
| Essex Bank | History | No change | 3,711 | 207 | 0.04% | 0.05% | 326 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SkyOak Wealth, LLC | History | Added to | 3,699 | 206 | 0.04% | 0.04% | 327 | +100 | 2.78% | Q4 2025 | Feb 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 3,685 | 205 | 0.0% | 0.0% | 328 | +135 | 3.8% | Q4 2025 | Feb 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 3,671 | 204 | 0.01% | — | 329 | +3,671 | New | Q4 2025 | Feb 09, 2026 |
| Whitegate Investment Counselors, Inc. | History | New | 3,630 | 202 | 0.06% | — | 330 | +3,630 | New | Q4 2025 | Feb 10, 2026 |
| Legacy Advisors, LLC | History | Reduced | 3,610 | 201 | 0.02% | 0.03% | 331 | -4 | -0.11% | Q4 2025 | Jan 27, 2026 |
| CX Institutional | History | Added to | 3,580 | 200 | 0.01% | 0.01% | 332 | +433 | 13.76% | Q4 2025 | Feb 02, 2026 |
| Rakuten Securities, Inc. | History | Added to | 3,536 | 197 | 0.06% | 0.02% | 333 | +2,770 | 361.62% | Q4 2025 | Jan 29, 2026 |
| TSFG, LLC | History | Reduced | 3,139 | 175 | 0.03% | 0.03% | 334 | -389 | -11.03% | Q4 2025 | Feb 04, 2026 |
| Kingdom Financial Group LLC. | History | New | 3,015 | 168 | 0.05% | — | 335 | +3,015 | New | Q4 2025 | Feb 06, 2026 |
| GeoWealth Management, LLC | History | New | 2,980 | 166 | 0.01% | — | 336 | +2,980 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 2,811 | 156 | 0.01% | — | 337 | +2,811 | New | Q4 2025 | Feb 17, 2026 |
| Decker Retirement Planning Inc. | History | Reduced | 2,727 | 152 | 0.08% | 0.09% | 338 | -22 | -0.8% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Added to | 2,511 | 140 | 0.0% | 0.0% | 339 | +585 | 30.37% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,358 | 131 | 0.0% | 0.0% | 340 | +2 | 0.08% | Q4 2025 | Feb 06, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | New | 2,266 | 126 | 0.03% | — | 341 | +2,266 | New | Q4 2025 | Feb 02, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,158 | 120 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 2,150 | 119 | 0.02% | 0.0% | 343 | +1,817 | 545.65% | Q4 2025 | Feb 09, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 2,085 | 116 | 0.07% | 0.03% | 344 | +1,281 | 159.33% | Q4 2025 | Feb 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1,971 | 109 | 0.01% | — | 345 | +1,971 | New | Q4 2025 | Jan 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,952 | 108 | 0.01% | 0.13% | 346 | -26,530 | -93.15% | Q4 2025 | Feb 03, 2026 |
| NBT BANK N A /NY | History | No change | 1,930 | 107 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,703 | 95 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,615 | 90 | 0.0% | 0.0% | 349 | -57 | -3.41% | Q4 2025 | Feb 11, 2026 |
| Ares Financial Consulting, LLC | History | New | 1,529 | 85 | 0.08% | — | 350 | +1,529 | New | Q4 2025 | Jan 30, 2026 |
| Estate Planners Group, LLC | History | New | 1,434 | 80 | 0.03% | — | 351 | +1,434 | New | Q4 2025 | Apr 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,313 | 73 | 0.0% | 0.0% | 352 | +710 | 117.74% | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,250 | 69 | 0.0% | 0.0% | 354 | -1,170 | -48.35% | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,249 | 69 | 0.0% | 0.0% | 353 | +867 | 226.96% | Q4 2025 | Feb 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,223 | 68 | 0.0% | 0.01% | 355 | +93 | 8.23% | Q4 2025 | Jan 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 1,180 | 66 | 0.0% | — | 356 | +1,180 | New | Q4 2025 | Feb 09, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,099 | 61 | 0.01% | 0.02% | 357 | -155 | -12.36% | Q4 2025 | Feb 17, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,084 | 60 | 0.0% | 0.01% | 358 | -945 | -46.57% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Reduced | 1,044 | 58 | 0.0% | 0.0% | 359 | -152 | -12.71% | Q4 2025 | Jan 26, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 1,023 | 57 | 0.01% | 0.01% | 360 | +104 | 11.32% | Q4 2025 | Feb 02, 2026 |
| ORG Wealth Partners, LLC | History | No change | 1,037 | 57 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 897 | 50 | 0.0% | 0.0% | 362 | -41 | -4.37% | Q4 2025 | Jan 28, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 905 | 50 | 0.04% | 0.04% | 363 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Industrial Alliance Investment Management Inc. | History | New | 870 | 49 | 0.03% | — | 364 | +870 | New | Q4 2025 | Feb 05, 2026 |
| Crews Bank & Trust | History | No change | 870 | 48 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FIFTH THIRD BANCORP | History | No change | 855 | 47 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 856 | 47 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Raleigh Capital Management Inc. | History | New | 823 | 45 | 0.02% | — | 368 | +823 | New | Q4 2025 | Jan 21, 2026 |
| Addison Advisors LLC | History | Added to | 766 | 42 | 0.01% | — | 369 | +751 | 5006.67% | Q4 2025 | Feb 06, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 710 | 39 | 0.01% | 0.02% | 370 | +342 | 92.93% | Q4 2025 | Feb 17, 2026 |
| Hurley Capital, LLC | History | No change | 682 | 38 | 0.02% | 0.02% | 371 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | No change | 672 | 37 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Capital Analysts, LLC | History | Added to | 653 | 36 | 0.0% | 0.0% | 373 | +182 | 38.64% | Q4 2025 | Feb 11, 2026 |
| Bogart Wealth, LLC | History | Added to | 613 | 34 | 0.0% | 0.0% | 374 | +287 | 88.04% | Q4 2025 | Jan 30, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 602 | 33 | 0.0% | 0.0% | 375 | -208 | -25.68% | Q4 2025 | Feb 09, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 591 | 32 | 0.0% | 0.0% | 377 | +327 | 123.86% | Q4 2025 | Feb 13, 2026 |
| FIRST HORIZON CORP | History | No change | 583 | 32 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HOWE & RUSLING INC | History | No change | 558 | 31 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| High Note Wealth, LLC | History | Reduced | 555 | 30 | 0.01% | 0.01% | 380 | -222 | -28.57% | Q4 2025 | Feb 05, 2026 |
| Asset Dedication, LLC | History | No change | 548 | 30 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| REAP Financial Group, LLC | History | Reduced | 532 | 29 | 0.01% | 0.01% | 382 | -53 | -9.06% | Q4 2025 | Feb 10, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 528 | 29 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Qube Research & Technologies Ltd | History | New | 507 | 28 | 0.0% | — | 383 | +507 | New | Q4 2025 | Feb 17, 2026 |
| Commonwealth Retirement Investments LLC | History | New | 467 | 26 | 0.01% | — | 384 | +467 | New | Q4 2025 | Feb 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 450 | 25 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 414 | 23 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Camelot Portfolios, LLC | History | New | 400 | 22 | 0.01% | — | 387 | +400 | New | Q4 2025 | Jan 29, 2026 |
| Spire Wealth Management | History | Added to | 401 | 22 | 0.0% | 0.0% | 390 | +199 | 98.51% | Q4 2025 | Jan 14, 2026 |
| Larson Financial Group LLC | History | Added to | 399 | 22 | 0.0% | 0.0% | 388 | +23 | 6.12% | Q4 2025 | Feb 06, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 401 | 22 | 0.01% | 0.01% | 389 | +6 | 1.52% | Q4 2025 | Jan 26, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 358 | 19 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 334 | 18 | 0.0% | 0.0% | 392 | +16 | 5.03% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 300 | 16 | 0.0% | 0.0% | 395 | -400 | -57.14% | Q4 2025 | Jan 27, 2026 |
| HighMark Wealth Management LLC | History | New | 298 | 16 | 0.01% | — | 394 | +298 | New | Q4 2025 | Feb 05, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 293 | 16 | 0.01% | — | 396 | +293 | New | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 302 | 16 | 0.0% | 0.0% | 393 | +63 | 26.36% | Q4 2025 | Jan 20, 2026 |
| Millstone Evans Group, LLC | History | No change | 271 | 15 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 246 | 13 | 0.0% | 0.01% | 398 | -353 | -58.93% | Q4 2025 | Feb 13, 2026 |
| Networth Advisors, LLC | History | New | 209 | 11 | 0.01% | — | 401 | +209 | New | Q4 2025 | Jan 22, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 203 | 11 | 0.0% | — | 400 | +203 | New | Q4 2025 | Feb 06, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 205 | 11 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Wilkerson Advisory Group LLC | History | New | 141 | 7 | 0.0% | — | 405 | +141 | New | Q4 2025 | Feb 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 139 | 7 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 126 | 7 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 126 | 7 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 125 | 6 | 0.0% | — | 406 | +125 | New | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 105 | 5 | 0.0% | 0.0% | 408 | +74 | 238.71% | Q4 2025 | Jan 21, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 103 | 5 | 0.0% | 0.0% | 407 | +4 | 4.04% | Q4 2025 | Jan 20, 2026 |
| Archer Investment Corp | History | No change | 98 | 5 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Lodestone Wealth Management LLC | History | New | 74 | 4 | 0.0% | — | 412 | +74 | New | Q4 2025 | Jan 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 86 | 4 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 81 | 4 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 55 | 3 | 0.0% | 0.01% | 415 | -165 | -75.0% | Q4 2025 | Feb 02, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 60 | 3 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Investors Research Corp | History | No change | 66 | 3 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 29 | 2 | 0.0% | 0.0% | 418 | -79 | -73.15% | Q4 2025 | Feb 11, 2026 |
| FIRST COMMUNITY TRUST NA | History | New | 40 | 2 | 0.0% | — | 417 | +40 | New | Q4 2025 | Jan 16, 2026 |
| ST GERMAIN D J CO INC | History | No change | 48 | 2 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CVA Family Office, LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MRP Capital Investments, LLC | History | No change | 51 | 2 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Olistico Wealth, LLC | History | New | 27 | 1 | 0.0% | — | 425 | +27 | New | Q4 2025 | Jan 13, 2026 |
| Triumph Capital Management | History | New | 21 | 1 | 0.0% | — | 423 | +21 | New | Q4 2025 | Feb 12, 2026 |
| WealthCollab, LLC | History | New | 21 | 1 | 0.0% | — | 426 | +21 | New | Q4 2025 | Jan 27, 2026 |
| Darwin Wealth Management, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Crewe Advisors LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| New Millennium Group LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aventura Private Wealth, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -221,111 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -89,072 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Wakefield Asset Management LLLP | History | Closed out | 0 | 0 | — | 0.44% | — | -28,507 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -26,957 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -20,415 | -100.0% | Q3 2025 | Nov 10, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,227 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Glassman Wealth Services | History | Closed out | 0 | 0 | — | 0.05% | — | -6,050 | -100.0% | Q3 2025 | Nov 10, 2025 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -5,762 | -100.0% | Q3 2025 | Nov 14, 2025 |
| National Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,792 | -100.0% | Q3 2025 | Oct 31, 2025 |
| IAMS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,483 | -100.0% | Q3 2025 | Oct 15, 2025 |
| American Investment Services, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -4,417 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -4,376 | -100.0% | Q3 2025 | Oct 28, 2025 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -4,366 | -100.0% | Q3 2025 | Oct 24, 2025 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Closed out | 0 | 0 | — | 0.02% | — | -4,066 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Whalen Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -4,030 | -100.0% | Q3 2025 | Oct 09, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,992 | -100.0% | Q3 2025 | Oct 14, 2025 |
| NICOLET ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,688 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Montecito Bank & Trust | History | Closed out | 0 | 0 | — | 0.03% | — | -3,633 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Core Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,584 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Breakwater Investment Management | History | Closed out | 0 | 0 | — | 0.06% | — | -2,830 | -100.0% | Q3 2025 | Oct 03, 2025 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,757 | -100.0% | Q3 2025 | Nov 07, 2025 |
| AlphaCore Capital LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -1,157 | -99.83% | Q4 2025 | Feb 05, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -885 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -651 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -423 | -100.0% | Q3 2025 | Oct 06, 2025 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -408 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -204 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Towne Trust Company, N.A | History | Closed out | 0 | 0 | — | 0.0% | — | -184 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Evelyn Partners Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -126 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MJT & Associates Financial Advisory Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -124 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Rossmore Private Capital | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q3 2025 | Oct 30, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Minot DeBlois Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 07, 2025 |
| OPTIMA CAPITAL LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 23, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Reduced | 5 | 0 | — | — | — | -5 | -50.0% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 10, 2026 |
| HFM Investment Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Key FInancial Inc | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |