VANGUARD WHITEHALL FUNDS - VIGI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 6,793,264 | 621,244 | 0.04% | 0.04% | 1 | +200,374 | 3.04% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,533,152 | 597,456 | 3.1% | — | 2 | +6,533,152 | New | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,464,457 | 316,824 | 0.02% | 0.02% | 3 | -370,335 | -9.66% | Q4 2025 | Feb 17, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 2,488,653 | 227,587 | 1.83% | 1.89% | 4 | -89,059 | -3.45% | Q4 2025 | Jan 27, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 2,035,841 | 186,177 | 2.81% | 2.73% | 5 | +105,177 | 5.45% | Q4 2025 | Jan 22, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,775,331 | 162,354 | 0.03% | 0.03% | 6 | -36,678 | -2.02% | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Added to | 1,539,950 | 140,828 | 0.06% | 0.06% | 7 | +83,154 | 5.71% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,307,254 | 119,548 | 0.02% | 0.02% | 8 | +19,307 | 1.5% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,290,367 | 118,004 | 0.07% | 0.07% | 9 | +173,663 | 15.55% | Q4 2025 | Feb 17, 2026 |
| Parcion Private Wealth LLC | History | Added to | 1,190,389 | 108,861 | 6.62% | 6.62% | 10 | +6,186 | 0.52% | Q4 2025 | Jan 26, 2026 |
| LPL Financial LLC | History | Added to | 1,101,881 | 100,766 | 0.03% | 0.03% | 11 | +13,426 | 1.23% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 748,083 | 68,412 | 0.02% | 0.03% | 12 | -302,568 | -28.8% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 734,751 | 67,193 | 0.02% | 0.02% | 13 | -16,570 | -2.21% | Q4 2025 | Feb 10, 2026 |
| SCS Capital Management LLC | History | Reduced | 719,745 | 65,820 | 0.7% | 0.73% | 14 | -32,965 | -4.38% | Q4 2025 | Feb 10, 2026 |
| ROYAL BANK OF CANADA | History | New | 672,336 | 61,486 | 0.01% | — | 15 | +672,336 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 652,010 | 59,626 | 0.01% | 0.01% | 16 | +24,976 | 3.98% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 636,066 | 58,168 | 0.08% | 0.07% | 17 | -9,300 | -1.44% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 625,054 | 57,161 | 0.04% | 0.04% | 18 | +18,360 | 3.03% | Q4 2025 | Feb 10, 2026 |
| Cresset Asset Management, LLC | History | Added to | 612,460 | 56,009 | 0.24% | 0.21% | 19 | +85,196 | 16.16% | Q4 2025 | Feb 17, 2026 |
| ESL Trust Services, LLC | History | Added to | 539,074 | 49,298 | 9.46% | 9.12% | 20 | +20,106 | 3.87% | Q4 2025 | Feb 10, 2026 |
| American Financial Advisors, LLC | History | Reduced | 456,238 | 41,723 | 5.39% | 5.36% | 21 | -8,662 | -1.86% | Q4 2025 | Feb 03, 2026 |
| Cetera Investment Advisers | History | Reduced | 450,118 | 41,163 | 0.04% | 0.05% | 22 | -18,622 | -3.97% | Q4 2025 | Feb 17, 2026 |
| Capital Advantage, Inc. | History | Added to | 431,269 | 39,439 | 5.32% | 5.63% | 23 | +13,164 | 3.15% | Q4 2025 | Jan 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 431,311 | 39,416 | 0.01% | 0.01% | 24 | -164,068 | -27.56% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 400,114 | 36,590 | 0.07% | 0.07% | 25 | +20,603 | 5.43% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 360,022 | 32,924 | 0.0% | 0.0% | 26 | +80,324 | 28.72% | Q4 2025 | Feb 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 357,708 | 32,712 | 0.12% | 0.15% | 27 | +451 | 0.13% | Q4 2025 | Feb 18, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 313,137 | 28,636 | 5.75% | 5.06% | 28 | +43,434 | 16.1% | Q4 2025 | Feb 11, 2026 |
| CHOREO, LLC | History | Reduced | 304,434 | 27,959 | 0.36% | 0.36% | 29 | -31 | -0.01% | Q4 2025 | Jan 23, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | Added to | 301,294 | 27,553 | 3.88% | 4.18% | 30 | +7,186 | 2.44% | Q4 2025 | Feb 13, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 299,590 | 27,397 | 1.51% | 1.33% | 31 | +44,682 | 17.53% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Reduced | 284,550 | 26,022 | 0.03% | 0.03% | 32 | -12,339 | -4.16% | Q4 2025 | Feb 13, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Added to | 280,386 | 25,641 | 1.97% | 2.02% | 33 | +7,232 | 2.65% | Q4 2025 | Jan 16, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 279,798 | 25,588 | 0.06% | 0.06% | 34 | +9,209 | 3.4% | Q4 2025 | Feb 11, 2026 |
| VeraBank, N.A. | History | Reduced | 273,269 | 24,990 | 4.55% | 5.25% | 35 | -40,443 | -12.89% | Q4 2025 | Feb 11, 2026 |
| Navalign, LLC | History | Added to | 247,416 | 22,626 | 5.55% | 5.68% | 36 | +7,171 | 2.98% | Q4 2025 | Feb 05, 2026 |
| Focused Wealth Management, Inc | History | Added to | 230,997 | 21,124 | 2.21% | 2.19% | 37 | +1,326 | 0.58% | Q4 2025 | Jan 29, 2026 |
| EASTERN BANK | History | Reduced | 225,547 | 20,626 | 0.36% | 0.39% | 38 | -18,593 | -7.62% | Q4 2025 | Jan 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 215,246 | 19,684 | 0.05% | 0.05% | 39 | +2,033 | 0.95% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 204,447 | 18,696 | 0.02% | 0.02% | 40 | +2,250 | 1.11% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 197,946 | 18,395 | 0.02% | 0.03% | 41 | -5,328 | -2.62% | Q4 2025 | Jan 08, 2026 |
| GEN Financial Management, INC. | History | Reduced | 198,291 | 18,133 | 11.42% | 15.54% | 42 | -2,999 | -1.49% | Q4 2025 | Jan 15, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 193,337 | 17,680 | 2.52% | 2.4% | 43 | +15,071 | 8.45% | Q4 2025 | Jan 27, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 192,958 | 17,646 | 0.49% | 0.5% | 44 | -2,998 | -1.53% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 183,354 | 16,767 | 0.08% | 0.08% | 45 | -3,109 | -1.67% | Q4 2025 | Feb 17, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 174,488 | 15,956 | 1.87% | 1.86% | 46 | +5,178 | 3.06% | Q4 2025 | Jan 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 173,455 | 15,869 | 0.02% | 0.02% | 47 | +5,430 | 3.23% | Q4 2025 | Feb 17, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 162,197 | 14,832 | 5.14% | 5.4% | 48 | -2,321 | -1.41% | Q4 2025 | Jan 27, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 160,613 | 14,688 | 1.64% | 1.55% | 49 | +13,928 | 9.5% | Q4 2025 | Feb 13, 2026 |
| FreeGulliver LLC | History | Added to | 154,498 | 14,128 | 5.2% | 5.75% | 50 | +10,334 | 7.17% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 153,750 | 14,060 | 0.03% | 0.03% | 51 | -19,100 | -11.05% | Q4 2025 | Mar 16, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 152,491 | 13,945 | 0.18% | 0.08% | 52 | +82,831 | 118.91% | Q4 2025 | Feb 10, 2026 |
| Wedmont Private Capital | History | Reduced | 136,595 | 12,650 | 0.44% | 0.47% | 53 | -2,667 | -1.92% | Q4 2025 | Jan 08, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | No change | 137,180 | 12,545 | 0.39% | 0.26% | 54 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Human Investing LLC | History | Reduced | 136,061 | 12,442 | 1.76% | 1.8% | 55 | -4 | -0.0% | Q4 2025 | Jan 27, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Reduced | 135,533 | 12,394 | 11.47% | 12.52% | 56 | -6,076 | -4.29% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 127,868 | 11,693 | 0.06% | 0.12% | 57 | -120,823 | -48.58% | Q4 2025 | Jan 29, 2026 |
| DAGCO, INC. | History | Added to | 124,103 | 11,349 | 2.62% | 2.7% | 58 | +4,119 | 3.43% | Q4 2025 | Jan 08, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Added to | 123,707 | 11,313 | 6.24% | 5.47% | 59 | +18,085 | 17.12% | Q4 2025 | Jan 12, 2026 |
| Betterment LLC | History | Added to | 121,286 | 11,092 | 0.02% | 0.02% | 60 | +4,740 | 4.07% | Q4 2025 | Feb 12, 2026 |
| Buttonwood Financial Advisors Inc. | History | Added to | 120,071 | 10,980 | 3.66% | 3.65% | 61 | +1,810 | 1.53% | Q4 2025 | Feb 04, 2026 |
| Rothschild Wealth LLC | History | Added to | 118,049 | 10,795 | 1.04% | 0.06% | 62 | +114,781 | 3512.27% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 116,482 | 10,652 | 0.02% | 0.02% | 63 | -9,668 | -7.66% | Q4 2025 | Feb 18, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 115,436 | 10,556 | 0.01% | 0.04% | 64 | -176,643 | -60.48% | Q4 2025 | Feb 02, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 115,186 | 10,533 | 0.06% | 0.07% | 65 | +553 | 0.48% | Q4 2025 | Jan 29, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 112,475 | 10,405 | 2.79% | 3.72% | 66 | -6,980 | -5.84% | Q4 2025 | Jan 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 112,208 | 10,261 | 0.0% | 0.0% | 67 | +14,879 | 15.29% | Q4 2025 | Feb 12, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 111,699 | 10,184 | 0.91% | 0.93% | 68 | +11,556 | 11.54% | Q4 2025 | Jan 30, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 109,757 | 10,037 | 1.22% | 1.21% | 69 | -2,676 | -2.38% | Q4 2025 | Jan 27, 2026 |
| Financial Perspectives, Inc | History | Added to | 108,917 | 9,960 | 2.68% | 2.65% | 70 | +2,255 | 2.11% | Q4 2025 | Jan 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 107,399 | 9,821 | 0.04% | 0.04% | 71 | +1,024 | 0.96% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 105,962 | 9,690 | 0.01% | 0.0% | 72 | +87,900 | 486.66% | Q4 2025 | Feb 11, 2026 |
| Landmark Wealth Management, LLC | History | Reduced | 105,868 | 9,681 | 3.7% | 4.14% | 73 | -10,399 | -8.94% | Q4 2025 | Feb 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 105,084 | 9,609 | 0.05% | 0.05% | 74 | +15,082 | 16.76% | Q4 2025 | Feb 12, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 102,295 | 9,354 | 4.9% | 5.25% | 75 | -1,634 | -1.57% | Q4 2025 | Jan 16, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 101,790 | 9,309 | 0.01% | 0.01% | 76 | +5,422 | 5.63% | Q4 2025 | Feb 10, 2026 |
| SWAN Capital LLC | History | Added to | 99,755 | 9,122 | 3.55% | 3.25% | 77 | +10,165 | 11.35% | Q4 2025 | Feb 12, 2026 |
| JNBA Financial Advisors | History | Reduced | 98,980 | 9,051 | 0.79% | 0.83% | 78 | -2,851 | -2.8% | Q4 2025 | Jan 26, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 98,490 | 9,006 | 0.02% | 0.02% | 79 | +1,847 | 1.91% | Q4 2025 | Feb 17, 2026 |
| Silver Lake Advisory, LLC | History | Added to | 93,968 | 8,593 | 3.33% | 3.13% | 80 | +6,178 | 7.04% | Q4 2025 | Jan 09, 2026 |
| BAXTER BROS INC | History | Reduced | 93,499 | 8,550 | 0.99% | 0.98% | 81 | -1,440 | -1.52% | Q4 2025 | Jan 26, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 93,233 | 8,526 | 0.31% | 0.36% | 82 | +8,054 | 9.46% | Q4 2025 | Feb 09, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 90,431 | 8,442 | 0.97% | 0.93% | 83 | +6,086 | 7.22% | Q4 2025 | Feb 03, 2026 |
| Montecito Bank & Trust | History | Reduced | 91,712 | 8,387 | 1.34% | 1.33% | 84 | -3,817 | -4.0% | Q4 2025 | Jan 09, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 90,854 | 8,308 | 0.35% | 0.38% | 85 | -10,829 | -10.65% | Q4 2025 | Feb 09, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 89,297 | 8,166 | 1.87% | 1.79% | 86 | +5,859 | 7.02% | Q4 2025 | Jan 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 87,975 | 8,045 | 0.02% | 0.02% | 87 | -7,867 | -8.21% | Q4 2025 | Feb 05, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 87,197 | 7,974 | 0.2% | 0.2% | 88 | -92 | -0.11% | Q4 2025 | Feb 09, 2026 |
| BCGM Wealth Management, LLC | History | Reduced | 86,139 | 7,877 | 2.01% | 2.02% | 89 | -753 | -0.87% | Q4 2025 | Jan 07, 2026 |
| Ariston Services Group | History | No change | 85,423 | 7,811 | 4.58% | 4.61% | 90 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 84,582 | 7,735 | 2.66% | 4.15% | 91 | -34,146 | -28.76% | Q4 2025 | Jan 23, 2026 |
| Corient Private Wealth LLC | History | Added to | 84,350 | 7,714 | 0.01% | 0.01% | 92 | +574 | 0.69% | Q4 2025 | Mar 09, 2026 |
| Atria Investments, Inc | History | Reduced | 84,110 | 7,691 | 0.09% | 0.09% | 93 | -1,287 | -1.51% | Q4 2025 | Feb 05, 2026 |
| Allworth Financial LP | History | New | 83,565 | 7,642 | 0.03% | — | 94 | +83,565 | New | Q4 2025 | Feb 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 81,012 | 7,408 | 0.0% | 0.0% | 95 | +2,603 | 3.32% | Q4 2025 | Mar 25, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 80,167 | 7,331 | 0.91% | 1.25% | 96 | -25,698 | -24.27% | Q4 2025 | Feb 13, 2026 |
| Tanglewood Wealth Management, Inc. | History | Reduced | 78,446 | 7,173 | 0.66% | 0.68% | 97 | -2,859 | -3.52% | Q4 2025 | Jan 29, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 78,315 | 7,161 | 0.54% | 0.55% | 98 | -1,799 | -2.25% | Q4 2025 | Jan 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 78,197 | 7,151 | 0.17% | 0.2% | 99 | -9,482 | -10.81% | Q4 2025 | Jan 29, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 76,783 | 7,021 | 1.14% | 1.2% | 100 | +143 | 0.19% | Q4 2025 | Feb 11, 2026 |
| Addison Advisors LLC | History | Added to | 75,785 | 6,930 | 1.56% | 1.54% | 101 | +1,672 | 2.26% | Q4 2025 | Feb 06, 2026 |
| Concord Wealth Partners | History | Added to | 73,420 | 6,714 | 0.87% | 0.88% | 102 | +2,515 | 3.55% | Q4 2025 | Jan 29, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 72,450 | 6,625 | 1.15% | 1.15% | 103 | +1,986 | 2.82% | Q4 2025 | Jan 29, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 71,989 | 6,583 | 0.02% | 0.01% | 104 | +28,756 | 66.51% | Q4 2025 | Feb 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 71,382 | 6,527 | 0.05% | 0.05% | 105 | +1,560 | 2.23% | Q4 2025 | Jan 14, 2026 |
| Opus Financial Solutions LLC | History | New | 69,792 | 6,382 | 6.02% | — | 106 | +69,792 | New | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Reduced | 66,662 | 6,105 | 0.11% | 0.12% | 107 | -4,301 | -6.06% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 65,960 | 6,032 | 0.31% | 0.32% | 108 | +488 | 0.75% | Q4 2025 | Feb 05, 2026 |
| Gotham Asset Management, LLC | History | Added to | 65,611 | 6,000 | 0.02% | 0.02% | 109 | +10,350 | 18.73% | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | Added to | 64,897 | 5,934 | 0.26% | 0.25% | 110 | +3,638 | 5.94% | Q4 2025 | Feb 10, 2026 |
| SWEENEY & MICHEL, LLC | History | Reduced | 60,759 | 5,846 | 1.73% | 1.81% | 111 | -57 | -0.09% | Q4 2025 | Feb 13, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 63,659 | 5,821 | 1.58% | 0.88% | 112 | +2,737 | 4.49% | Q4 2025 | Jan 27, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 62,531 | 5,718 | 1.04% | 1.07% | 113 | -660 | -1.04% | Q4 2025 | Feb 09, 2026 |
| Verum Partners LLC | History | Added to | 61,051 | 5,583 | 1.13% | 0.96% | 114 | +10,369 | 20.46% | Q4 2025 | Jan 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 60,121 | 5,498 | 0.01% | 0.01% | 115 | +842 | 1.42% | Q4 2025 | Feb 13, 2026 |
| Stokes Family Office, LLC | History | Added to | 60,068 | 5,493 | 0.5% | 0.51% | 116 | +16 | 0.03% | Q4 2025 | Feb 18, 2026 |
| Equitable Holdings, Inc. | History | Added to | 59,789 | 5,467 | 0.04% | 0.04% | 117 | +243 | 0.41% | Q4 2025 | Feb 17, 2026 |
| PDS Planning, Inc | History | Added to | 59,623 | 5,452 | 0.36% | 0.37% | 118 | +214 | 0.36% | Q4 2025 | Jan 26, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | New | 57,431 | 5,252 | 0.69% | — | 119 | +57,431 | New | Q4 2025 | Feb 10, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 57,121 | 5,223 | 1.2% | 1.2% | 120 | +1,562 | 2.81% | Q4 2025 | Jan 23, 2026 |
| Select Asset Management & Trust | History | Added to | 56,166 | 5,136 | 1.6% | 1.48% | 121 | +2,345 | 4.36% | Q4 2025 | Feb 10, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 56,104 | 5,130 | 0.07% | 0.06% | 122 | +4,471 | 8.66% | Q4 2025 | Feb 02, 2026 |
| HighTower Advisors, LLC | History | Reduced | 55,854 | 5,107 | 0.01% | 0.01% | 123 | -385 | -0.68% | Q4 2025 | Feb 06, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 55,808 | 5,103 | 0.58% | 0.61% | 124 | +34 | 0.06% | Q4 2025 | Jan 09, 2026 |
| MCF Advisors LLC | History | Added to | 55,745 | 5,097 | 0.28% | 0.0% | 125 | +55,345 | 13836.25% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 54,492 | 4,983 | 0.18% | 0.46% | 126 | -76,454 | -58.39% | Q4 2025 | Feb 06, 2026 |
| NCM Capital Management, LLC | History | Reduced | 54,332 | 4,968 | 1.84% | 1.9% | 127 | -288 | -0.53% | Q4 2025 | Mar 02, 2026 |
| PFG Advisors | History | Reduced | 53,553 | 4,897 | 0.24% | 0.23% | 128 | -9,392 | -14.92% | Q4 2025 | Jan 27, 2026 |
| Aspect Partners, LLC | History | Added to | 53,399 | 4,883 | 2.14% | 2.04% | 129 | +3,214 | 6.4% | Q4 2025 | Jan 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 52,730 | 4,822 | 0.03% | 0.02% | 130 | +24,649 | 87.78% | Q4 2025 | Feb 18, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 52,622 | 4,812 | 0.68% | 0.68% | 131 | +2,863 | 5.75% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 51,734 | 4,731 | 0.07% | 0.06% | 132 | +3,792 | 7.91% | Q4 2025 | Feb 17, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 51,462 | 4,706 | 0.76% | 0.78% | 133 | -935 | -1.78% | Q4 2025 | Jan 20, 2026 |
| Bristlecone Value Partners, LLC | History | New | 49,477 | 4,524 | 5.22% | — | 134 | +49,477 | New | Q4 2025 | Feb 13, 2026 |
| J. Mark Nickell & Co. | History | New | 49,454 | 4,522 | 4.18% | — | 135 | +49,454 | New | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 49,239 | 4,502 | 0.08% | 0.09% | 136 | -524 | -1.05% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 48,872 | 4,469 | 0.0% | 0.0% | 137 | +3,661 | 8.1% | Q4 2025 | Feb 17, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Added to | 48,182 | 4,406 | 2.2% | 2.04% | 138 | +2,578 | 5.65% | Q4 2025 | Jan 30, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 47,930 | 4,383 | 0.0% | 0.0% | 139 | +31,664 | 194.66% | Q4 2025 | Feb 11, 2026 |
| Smith Partners Wealth Management, LLC | History | New | 47,627 | 4,355 | 4.01% | — | 140 | +47,627 | New | Q4 2025 | Feb 13, 2026 |
| Oak Root LLC | History | Reduced | 47,267 | 4,322 | 0.52% | 0.51% | 141 | -2,140 | -4.33% | Q4 2025 | Jan 16, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 45,454 | 4,156 | 0.16% | 0.15% | 142 | +3,554 | 8.48% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 44,703 | 4,088 | 0.0% | 0.0% | 143 | +44,432 | 16395.57% | Q4 2025 | Feb 12, 2026 |
| VANCE WEALTH, LLC | History | Added to | 43,855 | 4,010 | 1.19% | 1.15% | 144 | +1,960 | 4.68% | Q4 2025 | Feb 17, 2026 |
| Sovran Advisors, LLC | History | Reduced | 42,790 | 3,997 | 0.34% | 0.34% | 145 | -31 | -0.07% | Q4 2025 | Jan 20, 2026 |
| Frederick Financial Consultants, LLC | History | Reduced | 43,623 | 3,989 | 2.18% | 2.21% | 146 | -411 | -0.93% | Q4 2025 | Feb 10, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 43,021 | 3,934 | 1.79% | 1.35% | 147 | +336 | 0.79% | Q4 2025 | Jan 23, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 42,519 | 3,888 | 0.04% | 0.04% | 148 | +1,211 | 2.93% | Q4 2025 | Feb 02, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 41,392 | 3,785 | 0.24% | 0.25% | 149 | -431 | -1.03% | Q4 2025 | Feb 18, 2026 |
| Waverly Advisors, LLC | History | Added to | 41,054 | 3,754 | 0.03% | 0.03% | 150 | +4,875 | 13.47% | Q4 2025 | Feb 17, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 40,480 | 3,701 | 2.18% | 2.34% | 151 | +652 | 1.64% | Q4 2025 | Feb 02, 2026 |
| HB Wealth Management, LLC | History | Reduced | 39,052 | 3,571 | 0.02% | 0.02% | 152 | -504 | -1.27% | Q4 2025 | Jan 28, 2026 |
| Red Mountain Financial, LLC | History | Reduced | 38,939 | 3,560 | 3.49% | 3.58% | 153 | -450 | -1.14% | Q4 2025 | Jan 26, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 37,745 | 3,451 | 0.0% | 0.0% | 154 | +557 | 1.5% | Q4 2025 | Feb 11, 2026 |
| Cascades Capital Asset Management, LLC | History | Reduced | 37,616 | 3,440 | 1.44% | 1.68% | 155 | -4,928 | -11.58% | Q4 2025 | Feb 04, 2026 |
| PERSPECTIVE WEALTH ADVISORS LLC | History | New | 36,614 | 3,348 | 2.38% | — | 156 | +36,614 | New | Q4 2025 | Feb 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Added to | 36,121 | 3,303 | 0.22% | 0.21% | 157 | +1,788 | 5.21% | Q4 2025 | Jan 08, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 35,858 | 3,279 | 0.36% | 0.36% | 158 | +290 | 0.82% | Q4 2025 | Feb 18, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 35,677 | 3,262 | 0.45% | 0.52% | 159 | -705 | -1.94% | Q4 2025 | Jan 21, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 35,073 | 3,207 | 0.99% | 0.87% | 160 | +3,020 | 9.42% | Q4 2025 | Jan 20, 2026 |
| JT Stratford LLC | History | Reduced | 35,062 | 3,206 | 0.41% | 0.44% | 161 | -1,358 | -3.73% | Q4 2025 | Feb 12, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 34,992 | 3,200 | 2.06% | 2.04% | 162 | +392 | 1.13% | Q4 2025 | Feb 17, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 34,869 | 3,188 | 0.67% | 0.82% | 163 | -231 | -0.66% | Q4 2025 | Feb 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 34,780 | 3,180 | 0.06% | 0.07% | 164 | +481 | 1.4% | Q4 2025 | Feb 06, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 34,752 | 3,178 | 0.04% | 0.04% | 165 | -2,779 | -7.4% | Q4 2025 | Feb 05, 2026 |
| New Insight Wealth Advisors | History | Reduced | 34,658 | 3,169 | 1.13% | 1.63% | 166 | -13,858 | -28.56% | Q4 2025 | Feb 17, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 34,510 | 3,155 | 0.19% | 0.14% | 167 | -1,051 | -2.96% | Q4 2025 | Jan 30, 2026 |
| United Advisor Group, LLC | History | Reduced | 34,450 | 3,150 | 0.39% | 0.42% | 168 | -652 | -1.86% | Q4 2025 | Jan 26, 2026 |
| Family Investment Center, Inc. | History | Reduced | 34,167 | 3,124 | 0.63% | 0.65% | 169 | -836 | -2.39% | Q4 2025 | Jan 23, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 33,884 | 3,098 | 0.08% | 0.08% | 170 | -681 | -1.97% | Q4 2025 | Feb 13, 2026 |
| Advisors Preferred, LLC | History | Reduced | 33,420 | 3,067 | 0.5% | 0.55% | 171 | -8,244 | -19.79% | Q4 2025 | Feb 02, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 33,011 | 3,018 | 0.04% | 0.04% | 172 | +1,287 | 4.06% | Q4 2025 | Feb 09, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 32,061 | 2,932 | 0.29% | 0.33% | 173 | -3,040 | -8.66% | Q4 2025 | Jan 27, 2026 |
| &PARTNERS | History | Added to | 31,979 | 2,924 | 0.02% | 0.02% | 174 | +2,624 | 8.94% | Q4 2025 | Feb 17, 2026 |
| 21 West Wealth Management LLC | History | Added to | 31,487 | 2,879 | 2.63% | 2.58% | 175 | +1,118 | 3.68% | Q4 2025 | Jan 13, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Added to | 30,816 | 2,818 | 0.75% | 0.67% | 176 | +3,490 | 12.77% | Q4 2025 | Feb 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 30,635 | 2,801 | 0.03% | 0.09% | 177 | -56,608 | -64.89% | Q4 2025 | Feb 11, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 30,628 | 2,800 | 2.55% | 2.6% | 178 | +677 | 2.26% | Q4 2025 | Jan 15, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 30,568 | 2,795 | 1.22% | 1.17% | 179 | +2,100 | 7.38% | Q4 2025 | Feb 05, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 30,177 | 2,759 | 0.31% | 0.32% | 180 | -25 | -0.08% | Q4 2025 | Feb 17, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 29,732 | 2,719 | 0.55% | 0.57% | 181 | -737 | -2.42% | Q4 2025 | Feb 11, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 29,489 | 2,696 | 1.27% | 1.27% | 182 | +306 | 1.05% | Q4 2025 | Jan 21, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 29,368 | 2,685 | 0.97% | 0.96% | 183 | -402 | -1.35% | Q4 2025 | Jan 22, 2026 |
| Centurion Wealth Management LLC | History | Added to | 28,622 | 2,617 | 0.57% | 0.54% | 184 | +1,901 | 7.11% | Q4 2025 | Jan 14, 2026 |
| Breakwater Capital Group | History | Added to | 28,506 | 2,606 | 0.36% | 0.35% | 185 | +2,075 | 7.85% | Q4 2025 | Jan 09, 2026 |
| Wealthfront Advisers LLC | History | Added to | 28,174 | 2,576 | 0.01% | 0.0% | 186 | +5,225 | 22.77% | Q4 2025 | Jan 30, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 27,814 | 2,543 | 0.93% | 0.81% | 187 | +5,028 | 22.07% | Q4 2025 | Feb 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 27,725 | 2,535 | 0.09% | 0.09% | 188 | -13 | -0.05% | Q4 2025 | Feb 02, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 27,550 | 2,519 | 0.6% | 0.86% | 189 | -10,563 | -27.71% | Q4 2025 | Jan 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 26,962 | 2,465 | 0.02% | 0.02% | 190 | +994 | 3.83% | Q4 2025 | Feb 13, 2026 |
| BFSG, LLC | History | Reduced | 26,903 | 2,460 | 0.24% | 0.24% | 191 | -1,079 | -3.86% | Q4 2025 | Jan 22, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 26,359 | 2,410 | 0.06% | 0.06% | 192 | -556 | -2.07% | Q4 2025 | Feb 02, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Reduced | 26,247 | 2,400 | 0.97% | 1.0% | 193 | -820 | -3.03% | Q4 2025 | Jan 20, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 25,991 | 2,377 | 0.27% | 0.27% | 194 | -945 | -3.51% | Q4 2025 | Jan 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 25,759 | 2,355 | 0.01% | 0.01% | 195 | +2,853 | 12.46% | Q4 2025 | Feb 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 25,700 | 2,350 | 0.01% | 0.01% | 196 | +4,400 | 20.66% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Added to | 25,636 | 2,344 | 0.0% | 0.0% | 197 | +5,948 | 30.21% | Q4 2025 | Feb 17, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 25,381 | 2,321 | 0.52% | 0.47% | 198 | +2,557 | 11.2% | Q4 2025 | Feb 09, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 24,919 | 2,278 | 1.1% | 0.94% | 199 | +4,600 | 22.64% | Q4 2025 | Jan 22, 2026 |
| LifeGoal Investments, LLC | History | Added to | 24,560 | 2,245 | 1.5% | 1.51% | 200 | +4,251 | 20.93% | Q4 2025 | Jan 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 24,397 | 2,231 | 0.0% | 0.0% | 201 | +18,053 | 284.57% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 24,264 | 2,219 | 0.04% | 0.04% | 202 | +5,314 | 28.04% | Q4 2025 | Feb 13, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 24,106 | 2,204 | 0.45% | 0.46% | 203 | -59 | -0.24% | Q4 2025 | Jan 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 23,899 | 2,185 | 0.0% | 0.0% | 204 | +1,625 | 7.3% | Q4 2025 | Feb 17, 2026 |
| BAHL & GAYNOR INC | History | Reduced | 23,832 | 2,179 | 0.01% | 0.01% | 205 | -39 | -0.16% | Q4 2025 | Feb 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 23,004 | 2,143 | 0.05% | 0.05% | 206 | +1,077 | 4.91% | Q4 2025 | Jan 28, 2026 |
| Five Pine Wealth Management | History | Added to | 23,332 | 2,133 | 1.37% | 1.38% | 207 | +497 | 2.18% | Q4 2025 | Jan 21, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 22,985 | 2,101 | 0.0% | 0.0% | 208 | +287 | 1.26% | Q4 2025 | Feb 10, 2026 |
| Compass Advisory Group LLC | History | Reduced | 22,851 | 2,089 | 0.56% | 0.58% | 209 | -273 | -1.18% | Q4 2025 | Jan 21, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 22,495 | 2,057 | 0.02% | 0.02% | 210 | +554 | 2.52% | Q4 2025 | Feb 12, 2026 |
| InTrack Investment Management Inc | History | Added to | 22,466 | 2,054 | 1.15% | 1.16% | 211 | +722 | 3.32% | Q4 2025 | Jan 14, 2026 |
| Churchill Financial Advisors, LLC | History | New | 22,331 | 2,042 | 0.62% | — | 212 | +22,331 | New | Q4 2025 | Feb 09, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 22,246 | 2,034 | 1.27% | — | 213 | +22,246 | New | Q4 2025 | Feb 04, 2026 |
| Shore Point Advisors, LLC | History | Added to | 22,013 | 2,013 | 0.85% | 0.87% | 214 | +132 | 0.6% | Q4 2025 | Jan 23, 2026 |
| Vise Technologies, Inc. | History | Added to | 21,426 | 1,959 | 0.04% | 0.01% | 215 | +17,498 | 445.47% | Q4 2025 | Feb 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 21,306 | 1,948 | 0.06% | 0.07% | 216 | -5,338 | -20.03% | Q4 2025 | Jan 09, 2026 |
| INVESTMENT PARTNERS, LTD. | History | No change | 21,263 | 1,944 | 0.68% | 0.67% | 217 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Composition Wealth, LLC | History | Reduced | 21,105 | 1,930 | 0.03% | 0.03% | 218 | -1,007 | -4.55% | Q4 2025 | Feb 02, 2026 |
| CAPITAL WEALTH MANAGEMENT, LLC | History | Reduced | 20,993 | 1,919 | 0.62% | 0.66% | 219 | -204 | -0.96% | Q4 2025 | Feb 02, 2026 |
| Essex Financial Services, Inc. | History | Added to | 20,954 | 1,916 | 0.11% | 0.1% | 220 | +1,875 | 9.83% | Q4 2025 | Feb 10, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 20,931 | 1,914 | 0.06% | 0.1% | 221 | -2,510 | -10.71% | Q4 2025 | Jan 20, 2026 |
| OMC Financial Services LTD | History | Added to | 20,290 | 1,855 | 0.69% | 0.65% | 222 | +656 | 3.34% | Q4 2025 | Jan 06, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 20,052 | 1,833 | 0.23% | 0.26% | 223 | -2,501 | -11.09% | Q4 2025 | Jan 14, 2026 |
| GRANVILLE CAPITAL, INC. | History | New | 20,042 | 1,832 | 0.97% | — | 224 | +20,042 | New | Q4 2025 | Feb 13, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 19,862 | 1,816 | 0.37% | 0.37% | 225 | +183 | 0.93% | Q4 2025 | Jan 15, 2026 |
| CoreFirst Bank & Trust | History | Reduced | 19,358 | 1,770 | 0.96% | 0.96% | 226 | -381 | -1.93% | Q4 2025 | Feb 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 18,290 | 1,672 | 0.07% | 0.07% | 227 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 18,198 | 1,664 | 0.12% | 0.01% | 228 | +16,269 | 843.39% | Q4 2025 | Feb 13, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 17,890 | 1,636 | 0.44% | 0.46% | 229 | -605 | -3.27% | Q4 2025 | Feb 06, 2026 |
| VANGUARD GROUP INC | History | Added to | 17,811 | 1,628 | 0.0% | 0.0% | 230 | +488 | 2.82% | Q4 2025 | Jan 29, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 17,621 | 1,611 | 0.27% | 0.31% | 231 | +129 | 0.74% | Q4 2025 | Jan 29, 2026 |
| Fullerton Advisors, LLC | History | New | 17,395 | 1,590 | 1.59% | — | 232 | +17,395 | New | Q4 2025 | Feb 02, 2026 |
| Eagle Strategies LLC | History | Added to | 16,676 | 1,525 | 0.19% | 0.2% | 233 | +106 | 0.64% | Q4 2025 | Jan 23, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 16,202 | 1,487 | 0.04% | — | 234 | +16,202 | New | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Reduced | 16,266 | 1,487 | 0.04% | 0.05% | 235 | -38 | -0.23% | Q4 2025 | Feb 19, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 15,983 | 1,461 | 0.01% | — | 236 | +15,983 | New | Q4 2025 | Feb 18, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 15,770 | 1,442 | 0.15% | 0.12% | 237 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Finward Bancorp | History | Added to | 15,619 | 1,428 | 1.11% | 0.98% | 238 | +1,177 | 8.15% | Q4 2025 | Jan 21, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 15,591 | 1,425 | 0.47% | 0.66% | 239 | -6,201 | -28.46% | Q4 2025 | Jan 21, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 15,448 | 1,412 | 0.25% | 1.38% | 240 | -69,523 | -81.82% | Q4 2025 | Jan 15, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 15,313 | 1,400 | 0.08% | 0.07% | 241 | +101 | 0.66% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 15,115 | 1,388 | 0.05% | 0.1% | 242 | -3,575 | -19.13% | Q4 2025 | Feb 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 15,140 | 1,384 | 0.13% | 0.05% | 243 | +10,481 | 224.96% | Q4 2025 | Jan 22, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 15,100 | 1,380 | 0.69% | 0.67% | 244 | +1,498 | 11.01% | Q4 2025 | Jan 26, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Reduced | 14,997 | 1,371 | 0.12% | 0.12% | 245 | -311 | -2.03% | Q4 2025 | Jan 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,817 | 1,355 | 0.01% | 0.01% | 246 | +8,378 | 130.11% | Q4 2025 | Jan 23, 2026 |
| Breakwater Investment Management | History | No change | 14,788 | 1,352 | 0.49% | 0.49% | 247 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 14,739 | 1,347 | 0.07% | 0.07% | 248 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 14,691 | 1,343 | 0.01% | 0.0% | 249 | +7,565 | 106.16% | Q4 2025 | Jan 05, 2026 |
| SHP Wealth Management | History | New | 14,547 | 1,330 | 0.1% | — | 250 | +14,547 | New | Q4 2025 | Mar 04, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 14,407 | 1,317 | 0.9% | 0.98% | 251 | -345 | -2.34% | Q4 2025 | Feb 05, 2026 |
| Mutual Advisors, LLC | History | Added to | 14,105 | 1,289 | 0.03% | 0.02% | 252 | +5,612 | 66.08% | Q4 2025 | Feb 02, 2026 |
| Financial Planning Hawaii, Inc. | History | New | 13,831 | 1,264 | 0.73% | — | 253 | +13,831 | New | Q4 2025 | Jan 15, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Added to | 13,790 | 1,261 | 0.29% | 0.3% | 254 | +28 | 0.2% | Q4 2025 | Jan 26, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 13,754 | 1,257 | 0.89% | — | 255 | +13,754 | New | Q4 2025 | Jan 26, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 13,743 | 1,256 | 0.02% | 0.01% | 256 | +1,480 | 12.07% | Q4 2025 | Jan 29, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 13,433 | 1,203 | 0.18% | 0.2% | 257 | -798 | -5.61% | Q4 2025 | Jan 16, 2026 |
| Financial Partners Group, Inc | History | Added to | 12,933 | 1,195 | 0.14% | 0.14% | 258 | +30 | 0.23% | Q4 2025 | Feb 03, 2026 |
| COMERICA BANK | History | Added to | 12,914 | 1,181 | 0.0% | 0.0% | 259 | +305 | 2.42% | Q4 2025 | Jan 29, 2026 |
| Patten Group, Inc. | History | Added to | 12,805 | 1,171 | 0.22% | 0.2% | 260 | +1,202 | 10.36% | Q4 2025 | Jan 23, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 12,773 | 1,168 | 0.02% | 0.02% | 261 | +1,007 | 8.56% | Q4 2025 | Jan 13, 2026 |
| Heritage Trust Co | History | Reduced | 12,754 | 1,166 | 0.12% | 0.13% | 262 | -461 | -3.49% | Q4 2025 | Feb 10, 2026 |
| Avestar Capital, LLC | History | Added to | 12,675 | 1,159 | 0.08% | 0.07% | 263 | +12 | 0.09% | Q4 2025 | Feb 10, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 12,656 | 1,157 | 0.17% | 0.17% | 264 | +1,110 | 9.61% | Q4 2025 | Feb 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 12,497 | 1,142 | 0.01% | 0.04% | 265 | -22,907 | -64.7% | Q4 2025 | Jan 21, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 12,483 | 1,141 | 0.57% | 0.54% | 266 | +139 | 1.13% | Q4 2025 | Feb 12, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 12,358 | 1,130 | 0.16% | 0.16% | 267 | +130 | 1.06% | Q4 2025 | Feb 06, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 12,314 | 1,126 | 0.35% | 0.38% | 268 | -887 | -6.72% | Q4 2025 | Jan 20, 2026 |
| NewEdge Wealth, LLC | History | Added to | 12,288 | 1,123 | 0.01% | 0.02% | 269 | +6 | 0.05% | Q4 2025 | Feb 03, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 12,214 | 1,117 | 0.15% | 0.02% | 270 | +10,912 | 838.1% | Q4 2025 | Jan 12, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 12,163 | 1,112 | 0.06% | 0.07% | 271 | -20 | -0.16% | Q4 2025 | Jan 29, 2026 |
| Occidental Asset Management, LLC | History | Added to | 12,132 | 1,109 | 0.13% | 0.09% | 272 | +4,190 | 52.76% | Q4 2025 | Jan 08, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 12,040 | 1,101 | 0.3% | 0.3% | 273 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 11,745 | 1,074 | 0.0% | 0.0% | 274 | +7,087 | 152.15% | Q4 2025 | Feb 17, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 11,698 | 1,070 | 0.37% | 0.39% | 275 | +60 | 0.52% | Q4 2025 | Jan 21, 2026 |
| Rockingstone Advisors LLC | History | Added to | 11,383 | 1,040 | 0.47% | 0.48% | 276 | +590 | 5.47% | Q4 2025 | Jan 28, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 11,355 | 1,038 | 0.41% | 0.37% | 277 | +823 | 7.81% | Q4 2025 | Jan 21, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 11,096 | 1,014 | 0.17% | 0.1% | 278 | +5,311 | 91.81% | Q4 2025 | Jan 07, 2026 |
| Capital Square, LLC | History | New | 11,077 | 1,013 | 0.52% | — | 279 | +11,077 | New | Q4 2025 | Feb 13, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 11,024 | 1,008 | 0.05% | 0.05% | 280 | -75 | -0.68% | Q4 2025 | Feb 17, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 11,000 | 1,005 | 0.05% | 0.05% | 281 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 10,982 | 1,004 | 0.0% | 0.0% | 282 | +3,875 | 54.52% | Q4 2025 | Feb 17, 2026 |
| Keudell/Morrison Wealth Management | History | New | 10,769 | 984 | 0.21% | — | 284 | +10,769 | New | Q4 2025 | Feb 06, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 10,766 | 984 | 0.07% | 0.06% | 283 | +74 | 0.69% | Q4 2025 | Feb 17, 2026 |
| BLB&B Advisors, LLC | History | Added to | 10,688 | 977 | 0.04% | 0.04% | 285 | +818 | 8.29% | Q4 2025 | Jan 26, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 10,419 | 975 | 0.5% | 0.5% | 286 | +443 | 4.44% | Q4 2025 | Jan 29, 2026 |
| Clearstead Advisors, LLC | History | Added to | 10,431 | 953 | 0.01% | 0.01% | 287 | +735 | 7.58% | Q4 2025 | Feb 09, 2026 |
| Heritage Wealth Management, Inc. | History | Added to | 10,422 | 953 | 0.27% | 0.26% | 288 | +521 | 5.26% | Q4 2025 | Jan 26, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 10,384 | 949 | 0.14% | 0.15% | 289 | -38 | -0.36% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 10,373 | 948 | 0.01% | 0.01% | 290 | +622 | 6.38% | Q4 2025 | Jan 20, 2026 |
| Quadrature Capital Ltd | History | Added to | 10,353 | 946 | 0.01% | 0.0% | 291 | +7,487 | 261.24% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 10,260 | 938 | 0.02% | 0.02% | 293 | +2,652 | 34.86% | Q4 2025 | Feb 17, 2026 |
| Round Rock Advisors LLC | History | Reduced | 10,261 | 938 | 0.14% | 0.15% | 292 | -46 | -0.45% | Q4 2025 | Apr 07, 2026 |
| Catalyst Investment Management LLC | History | New | 10,247 | 937 | 0.89% | — | 294 | +10,247 | New | Q4 2025 | Feb 20, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 10,243 | 936 | 0.06% | 0.07% | 295 | -1,953 | -16.01% | Q4 2025 | Feb 03, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 10,099 | 923 | 0.31% | 0.3% | 296 | +55 | 0.55% | Q4 2025 | Jan 22, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 9,463 | 865 | 0.63% | 0.61% | 297 | +232 | 2.51% | Q4 2025 | Feb 06, 2026 |
| Hendershot Investments Inc. | History | Added to | 9,364 | 856 | 0.11% | 0.1% | 298 | +529 | 5.99% | Q4 2025 | Jan 26, 2026 |
| LOM Asset Management Ltd | History | Reduced | 9,360 | 855 | 0.25% | 0.26% | 299 | -50 | -0.53% | Q4 2025 | Jan 23, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 9,023 | 825 | 0.32% | 0.33% | 300 | +236 | 2.69% | Q4 2025 | Jan 28, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 8,967 | 820 | 0.11% | — | 301 | +8,967 | New | Q4 2025 | Feb 04, 2026 |
| CENTRAL TRUST Co | History | No change | 8,954 | 818 | 0.02% | 0.02% | 302 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Blossom Wealth Management | History | Added to | 8,868 | 810 | 1.34% | 0.92% | 303 | +2,515 | 39.59% | Q4 2025 | Jan 16, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 8,491 | 790 | 0.2% | 0.24% | 304 | -1,090 | -11.38% | Q4 2025 | Feb 05, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 8,220 | 774 | 0.02% | 0.02% | 305 | +1,190 | 16.93% | Q4 2025 | Feb 09, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 8,408 | 768 | 0.06% | 0.07% | 306 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Summit Financial, LLC | History | Reduced | 8,363 | 764 | 0.01% | 0.01% | 307 | -733 | -8.06% | Q4 2025 | Feb 13, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 8,294 | 758 | 0.02% | — | 308 | +8,294 | New | Q4 2025 | Feb 13, 2026 |
| Jackson Hole Capital Partners, LLC | History | Reduced | 8,213 | 751 | 0.13% | 0.13% | 309 | -500 | -5.74% | Q4 2025 | Jan 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 8,200 | 749 | 0.01% | 0.01% | 310 | +3,986 | 94.59% | Q4 2025 | Feb 10, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 7,964 | 741 | 0.17% | 0.19% | 311 | -361 | -4.34% | Q4 2025 | Jan 14, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 8,096 | 740 | 0.05% | 0.05% | 312 | +398 | 5.17% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Wealth | History | Added to | 8,010 | 732 | 0.0% | 0.0% | 313 | +841 | 11.73% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Reduced | 7,906 | 723 | 0.0% | 0.0% | 314 | -3,412 | -30.15% | Q4 2025 | Feb 13, 2026 |
| Valtrion Capital Management, LLC | History | Added to | 7,877 | 720 | 0.72% | 0.69% | 315 | +733 | 10.26% | Q4 2025 | Feb 11, 2026 |
| Artesa Financial Group, LLC | History | New | 7,790 | 712 | 0.73% | — | 316 | +7,790 | New | Q4 2025 | Feb 11, 2026 |
| World Investment Advisors | History | Reduced | 7,740 | 707 | 0.01% | 0.08% | 317 | -34,190 | -81.54% | Q4 2025 | Mar 12, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 7,717 | 705 | 0.04% | 0.04% | 318 | -220 | -2.77% | Q4 2025 | Feb 17, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 7,530 | 688 | 0.39% | 0.41% | 319 | -71 | -0.93% | Q4 2025 | Feb 10, 2026 |
| CVA Family Office, LLC | History | Added to | 7,460 | 682 | 0.08% | 0.08% | 320 | +311 | 4.35% | Q4 2025 | Jan 12, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 7,417 | 678 | 0.15% | 0.19% | 321 | +1,005 | 15.67% | Q4 2025 | Feb 12, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 7,412 | 677 | 0.2% | 0.2% | 322 | +137 | 1.88% | Q4 2025 | Jan 28, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 7,297 | 667 | 0.02% | 0.02% | 323 | +1,549 | 26.95% | Q4 2025 | Jan 30, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 7,234 | 661 | 0.0% | 0.0% | 324 | -5 | -0.07% | Q4 2025 | Feb 11, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 7,206 | 659 | 0.24% | 0.24% | 325 | +32 | 0.45% | Q4 2025 | Jan 13, 2026 |
| CRUX WEALTH ADVISORS | History | Reduced | 7,150 | 653 | 0.24% | 0.49% | 326 | -6,730 | -48.49% | Q4 2025 | Jan 21, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 7,083 | 647 | 0.07% | 0.07% | 327 | +7 | 0.1% | Q4 2025 | Jan 02, 2026 |
| Parker Financial LLC | History | Reduced | 7,047 | 644 | 0.26% | 0.26% | 328 | -59 | -0.83% | Q4 2025 | Feb 03, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 6,878 | 628 | 0.01% | 0.01% | 329 | +677 | 10.92% | Q4 2025 | Feb 10, 2026 |
| Asempa Wealth Advisors | History | New | 6,672 | 610 | 0.53% | — | 330 | +6,672 | New | Q4 2025 | Jan 08, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 6,618 | 605 | 0.05% | 0.05% | 331 | +3 | 0.05% | Q4 2025 | Feb 13, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 6,560 | 599 | 0.02% | 0.02% | 332 | -875 | -11.77% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 6,354 | 581 | 0.0% | 0.01% | 333 | +235 | 3.84% | Q4 2025 | Jan 26, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,285 | 574 | 0.06% | — | 334 | +6,285 | New | Q4 2025 | Feb 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 7,502 | 573 | 0.01% | 0.04% | 335 | -13,954 | -65.04% | Q4 2025 | Feb 11, 2026 |
| GTS SECURITIES LLC | History | Added to | 6,192 | 566 | 0.02% | 0.02% | 336 | +1,043 | 20.26% | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 6,188 | 565 | 0.04% | 0.04% | 337 | -340 | -5.21% | Q4 2025 | Jan 29, 2026 |
| Ballast Financial Advisors LLC | History | New | 6,039 | 552 | 0.57% | — | 338 | +6,039 | New | Q4 2025 | Feb 17, 2026 |
| Lafayette Investments, Inc. | History | Added to | 6,013 | 549 | 0.1% | 0.1% | 339 | +233 | 4.03% | Q4 2025 | Feb 04, 2026 |
| City State Bank | History | No change | 6,005 | 549 | 0.15% | 0.16% | 340 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 5,947 | 543 | 0.0% | 0.0% | 341 | +132 | 2.27% | Q4 2025 | Feb 06, 2026 |
| Net Worth Advisory Group | History | New | 5,759 | 526 | 0.11% | — | 342 | +5,759 | New | Q4 2025 | Jan 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 5,728 | 523 | 0.01% | 0.01% | 343 | -183 | -3.1% | Q4 2025 | Jan 16, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 5,659 | 517 | 0.15% | 0.14% | 344 | +212 | 3.89% | Q4 2025 | Jan 12, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 5,645 | 516 | 0.07% | 0.08% | 345 | +143 | 2.6% | Q4 2025 | Jan 09, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 5,503 | 503 | 0.01% | 0.01% | 346 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| DAVENPORT & Co LLC | History | Added to | 5,457 | 499 | 0.0% | 0.0% | 347 | +20 | 0.37% | Q4 2025 | Jan 12, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 5,407 | 494 | 0.11% | 0.11% | 348 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BOS Asset Management, LLC | History | No change | 5,333 | 487 | 0.13% | 0.13% | 349 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Northstar Group, Inc. | History | Added to | 5,206 | 476 | 0.06% | 0.06% | 350 | +826 | 18.86% | Q4 2025 | Feb 13, 2026 |
| Andina Capital Management, LLC | History | Added to | 5,193 | 474 | 0.29% | 0.26% | 351 | +117 | 2.3% | Q4 2025 | Feb 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 5,180 | 473 | 0.01% | 0.01% | 353 | -12,766 | -71.14% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,174 | 473 | 0.0% | 0.0% | 352 | +940 | 22.2% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 5,174 | 473 | 0.14% | 0.12% | 354 | +648 | 14.32% | Q4 2025 | Feb 05, 2026 |
| BARCLAYS PLC | History | Reduced | 5,140 | 470 | 0.0% | 0.0% | 355 | -1,270 | -19.81% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | New | 5,129 | 469 | 0.02% | — | 356 | +5,129 | New | Q4 2025 | Feb 17, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 4,987 | 456 | 0.06% | 0.06% | 357 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Integrated Advisors Network LLC | History | No change | 4,979 | 455 | 0.02% | 0.02% | 358 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | New | 4,850 | 443 | 0.41% | — | 359 | +4,850 | New | Q4 2025 | Feb 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 4,829 | 441 | 0.17% | 0.18% | 360 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 4,814 | 440 | 0.02% | 0.03% | 361 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CWM, LLC | History | Added to | 4,785 | 438 | 0.0% | 0.0% | 362 | +2,555 | 114.57% | Q4 2025 | Jan 26, 2026 |
| SFMG, LLC | History | Added to | 4,787 | 437 | 0.03% | 0.02% | 363 | +1,933 | 67.73% | Q4 2025 | Feb 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 4,772 | 436 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 4,761 | 435 | 0.05% | — | 365 | +4,761 | New | Q4 2025 | Jan 27, 2026 |
| LJI Wealth Management, LLC | History | No change | 4,710 | 430 | 0.07% | 0.07% | 366 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 4,635 | 423 | 0.01% | 0.01% | 367 | -265 | -5.41% | Q4 2025 | Jan 28, 2026 |
| Global Retirement Partners, LLC | History | Added to | 4,585 | 419 | 0.01% | 0.01% | 368 | +842 | 22.5% | Q4 2025 | Feb 06, 2026 |
| Cedarwood Wealth LLC | History | New | 4,482 | 418 | 0.47% | — | 369 | +4,482 | New | Q4 2025 | Mar 05, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | New | 4,569 | 417 | 0.09% | — | 370 | +4,569 | New | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 4,565 | 417 | 0.03% | 0.03% | 371 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Harpswell Capital Advisors, LLC | History | New | 4,550 | 416 | 0.33% | — | 372 | +4,550 | New | Q4 2025 | Feb 11, 2026 |
| GuidedMoney, LLC | History | New | 4,540 | 415 | 0.22% | — | 374 | +4,540 | New | Q4 2025 | Feb 23, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Added to | 4,543 | 415 | 0.28% | 0.18% | 373 | +1,669 | 58.07% | Q4 2025 | Jan 22, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Reduced | 4,503 | 411 | 0.05% | 0.06% | 375 | -29 | -0.64% | Q4 2025 | Jan 15, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 4,486 | 410 | 0.03% | 0.04% | 376 | -995 | -18.15% | Q4 2025 | Jan 23, 2026 |
| LongView Wealth Management | History | No change | 4,297 | 403 | 0.1% | 0.1% | 377 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Meridian Financial Advisors, LLC | History | Added to | 4,400 | 402 | 0.22% | 0.22% | 378 | +4 | 0.09% | Q4 2025 | Jan 23, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 4,260 | 389 | 0.0% | 0.0% | 379 | -432 | -9.21% | Q4 2025 | Feb 13, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 4,252 | 388 | 0.2% | 0.2% | 381 | +24 | 0.57% | Q4 2025 | Feb 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 4,252 | 388 | 0.01% | 0.01% | 380 | +6 | 0.14% | Q4 2025 | Jan 14, 2026 |
| Sigma Planning Corp | History | Reduced | 4,225 | 386 | 0.01% | 0.01% | 382 | -240 | -5.38% | Q4 2025 | Jan 30, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 4,220 | 385 | 0.05% | 0.12% | 383 | -6,281 | -59.81% | Q4 2025 | Jan 22, 2026 |
| AlphaCore Capital LLC | History | Added to | 4,142 | 378 | 0.01% | 0.01% | 384 | +2 | 0.05% | Q4 2025 | Feb 05, 2026 |
| Wealth Analytics Partners, LLC | History | New | 4,116 | 376 | 0.15% | — | 385 | +4,116 | New | Q4 2025 | Feb 17, 2026 |
| Aspen Investment Management Inc | History | New | 4,063 | 372 | 0.11% | — | 386 | +4,063 | New | Q4 2025 | Feb 06, 2026 |
| Donalies Financial Planning, LLC | History | New | 4,066 | 371 | 0.32% | — | 387 | +4,066 | New | Q4 2025 | Feb 17, 2026 |
| TRUE Private Wealth Advisors | History | No change | 4,054 | 370 | 0.04% | 0.04% | 388 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Citizens Business Bank | History | No change | 3,965 | 362 | 0.06% | 0.06% | 389 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Bestgate Wealth Advisors, LLC | History | Reduced | 3,937 | 360 | 0.63% | 0.68% | 390 | -379 | -8.78% | Q4 2025 | Jan 16, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 3,900 | 356 | 0.01% | 0.01% | 391 | -74 | -1.86% | Q4 2025 | Jan 27, 2026 |
| US BANCORP \DE\ | History | Added to | 3,855 | 352 | 0.0% | 0.0% | 392 | +291 | 8.16% | Q4 2025 | Jan 30, 2026 |
| Root Financial Partners, LLC | History | Reduced | 3,854 | 352 | 0.02% | 0.02% | 394 | -241 | -5.89% | Q4 2025 | Feb 10, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 3,856 | 352 | 0.03% | 0.03% | 393 | -68 | -1.73% | Q4 2025 | Feb 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 3,765 | 344 | 0.01% | 0.01% | 395 | +76 | 2.06% | Q4 2025 | Feb 12, 2026 |
| Friday Financial | History | New | 3,754 | 343 | 0.12% | — | 396 | +3,754 | New | Q4 2025 | Jan 09, 2026 |
| Daybright Advisory Services, Inc. | History | New | 3,715 | 339 | 0.09% | — | 397 | +3,715 | New | Q4 2025 | Feb 12, 2026 |
| Paragon Capital Management Ltd | History | No change | 3,653 | 334 | 0.07% | 0.06% | 398 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 3,650 | 333 | 0.04% | 0.04% | 399 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| tru Independence LLC | History | Added to | 3,633 | 332 | 0.08% | 0.08% | 400 | +13 | 0.36% | Q4 2025 | Jan 22, 2026 |
| Planning Project LLC | History | New | 3,583 | 327 | 0.08% | — | 402 | +3,583 | New | Q4 2025 | Feb 12, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 3,579 | 327 | 0.02% | 0.02% | 401 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,559 | 325 | 0.0% | 0.0% | 403 | +558 | 18.59% | Q4 2025 | Feb 03, 2026 |
| MAI Capital Management | History | Added to | 3,485 | 318 | 0.0% | 0.0% | 404 | +2,934 | 532.49% | Q4 2025 | Feb 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | New | 3,452 | 315 | 0.02% | — | 405 | +3,452 | New | Q4 2025 | Jan 26, 2026 |
| Keystone Financial Group | History | Added to | 3,451 | 315 | 0.02% | 0.02% | 406 | +804 | 30.37% | Q4 2025 | Feb 06, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 3,438 | 314 | 0.01% | 0.01% | 407 | -157 | -4.37% | Q4 2025 | Feb 17, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 3,429 | 313 | 0.04% | 0.04% | 408 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 3,413 | 312 | 0.04% | 0.04% | 409 | -352 | -9.35% | Q4 2025 | Jan 15, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 3,410 | 311 | 0.0% | — | 411 | +3,410 | New | Q4 2025 | Jan 29, 2026 |
| Summit Global Investments | History | Reduced | 3,397 | 311 | 0.02% | 0.02% | 410 | -22 | -0.64% | Q4 2025 | Feb 18, 2026 |
| IFP Advisors, Inc | History | Added to | 3,370 | 308 | 0.01% | 0.01% | 412 | +1,161 | 52.56% | Q4 2025 | Feb 06, 2026 |
| Sowell Financial Services LLC | History | Added to | 3,348 | 306 | 0.01% | 0.01% | 413 | +676 | 25.3% | Q4 2025 | Jan 21, 2026 |
| Sepio Capital, LP | History | Added to | 3,354 | 306 | 0.02% | 0.02% | 414 | +2 | 0.06% | Q4 2025 | Feb 12, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 3,307 | 302 | 0.01% | — | 415 | +3,307 | New | Q4 2025 | Jan 16, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 3,256 | 297 | 0.0% | — | 416 | +3,256 | New | Q4 2025 | Feb 09, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,240 | 296 | 0.03% | 0.03% | 417 | -119 | -3.54% | Q4 2025 | Jan 26, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 3,235 | 295 | 0.01% | 0.01% | 418 | +146 | 4.73% | Q4 2025 | Feb 04, 2026 |
| Martin Capital Partners, LLC | History | Reduced | 3,197 | 292 | 0.11% | 0.11% | 419 | -81 | -2.47% | Q4 2025 | Jan 06, 2026 |
| CGN Advisors LLC | History | No change | 3,203 | 292 | 0.02% | 0.02% | 420 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Added to | 3,185 | 291 | 0.11% | 0.11% | 421 | +5 | 0.16% | Q4 2025 | Jan 23, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 3,176 | 290 | 0.21% | — | 423 | +3,176 | New | Q4 2025 | Jan 28, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 3,175 | 290 | 0.09% | 0.09% | 422 | +19 | 0.6% | Q4 2025 | Feb 10, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 3,143 | 287 | 0.05% | 0.05% | 424 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 3,104 | 283 | 0.13% | 0.18% | 425 | -547 | -14.98% | Q4 2025 | Feb 09, 2026 |
| Savant Capital, LLC | History | Reduced | 3,044 | 278 | 0.0% | 0.0% | 426 | -10 | -0.33% | Q4 2025 | Feb 10, 2026 |
| Clearbridge Investments, LLC | History | No change | 3,000 | 274 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| COFG Advisors, LLC | History | New | 2,963 | 270 | 0.07% | — | 428 | +2,963 | New | Q4 2025 | Feb 10, 2026 |
| Dakota Wealth Management | History | New | 2,948 | 269 | 0.0% | — | 430 | +2,948 | New | Q4 2025 | Jan 13, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 2,949 | 269 | 0.03% | 0.03% | 431 | -1 | -0.03% | Q4 2025 | Jan 29, 2026 |
| Beta Wealth Group, Inc. | History | No change | 2,948 | 269 | 0.11% | 0.1% | 429 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 2,908 | 265 | 0.0% | 0.0% | 433 | -1 | -0.03% | Q4 2025 | Feb 10, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 2,900 | 265 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 2,850 | 260 | 0.02% | 0.02% | 434 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| American Trust | History | Reduced | 2,839 | 259 | 0.02% | 0.47% | 435 | -59,362 | -95.44% | Q4 2025 | Feb 17, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 2,826 | 258 | 0.08% | 0.07% | 436 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 2,814 | 257 | 0.11% | 0.12% | 437 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| One Capital Management, LLC | History | No change | 2,772 | 253 | 0.01% | 0.01% | 438 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 2,761 | 252 | 0.0% | — | 439 | +2,761 | New | Q4 2025 | Feb 05, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 2,761 | 252 | 0.25% | — | 440 | +2,761 | New | Q4 2025 | Feb 13, 2026 |
| Equity Wealth Partners, LLC | History | Reduced | 2,757 | 252 | 0.16% | 0.34% | 441 | -1,993 | -41.96% | Q4 2025 | Jan 26, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 2,705 | 251 | 0.01% | 0.01% | 442 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Clark Asset Management, LLC | History | No change | 2,740 | 250 | 0.03% | 0.03% | 443 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Millington Financial Advisors, LLC | History | New | 2,600 | 244 | 0.11% | — | 445 | +2,600 | New | Q4 2025 | Feb 09, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 2,677 | 244 | 0.1% | 0.06% | 444 | +15 | 0.56% | Q4 2025 | Feb 11, 2026 |
| GreatBanc Trust CO | History | Reduced | 2,660 | 243 | 0.17% | 0.96% | 446 | -13,038 | -83.06% | Q4 2025 | Feb 12, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | New | 2,664 | 243 | 0.2% | — | 449 | +2,664 | New | Q4 2025 | Feb 05, 2026 |
| TruWealth Advisors, LLC | History | Added to | 2,662 | 243 | 0.01% | 0.01% | 448 | +14 | 0.53% | Q4 2025 | Jan 07, 2026 |
| Murphy Pohlad Asset Management LLC | History | No change | 2,658 | 243 | 0.09% | 0.09% | 447 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 2,653 | 242 | 0.12% | 0.15% | 450 | -545 | -17.04% | Q4 2025 | Jan 21, 2026 |
| Prosperity Wealth Management, Inc. | History | New | 2,636 | 241 | 0.08% | — | 451 | +2,636 | New | Q4 2025 | Mar 27, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,606 | 238 | 0.01% | 0.01% | 452 | +66 | 2.6% | Q4 2025 | Jan 13, 2026 |
| Stokes Capital Advisors, LLC | History | Added to | 2,587 | 236 | 0.05% | 0.05% | 453 | +25 | 0.98% | Q4 2025 | Jan 12, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 2,591 | 236 | 0.03% | 0.03% | 454 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Brookstone Capital Management | History | Reduced | 2,526 | 231 | 0.0% | 0.0% | 455 | -372 | -12.84% | Q4 2025 | Jan 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 2,505 | 229 | 0.0% | — | 456 | +2,505 | New | Q4 2025 | Feb 17, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 2,479 | 226 | 0.04% | 0.04% | 457 | +11 | 0.45% | Q4 2025 | Feb 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 2,470 | 225 | 0.0% | — | 458 | +2,470 | New | Q4 2025 | Feb 12, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 2,468 | 225 | 0.07% | 0.09% | 460 | -102 | -3.97% | Q4 2025 | Feb 13, 2026 |
| Paladin Advisory Group, LLC | History | No change | 2,466 | 225 | 0.16% | 0.17% | 459 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BESSEMER GROUP INC | History | Reduced | 2,446 | 224 | 0.0% | 0.0% | 461 | -412 | -14.42% | Q4 2025 | Feb 05, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 2,442 | 223 | 0.07% | 0.07% | 463 | +4 | 0.16% | Q4 2025 | Feb 12, 2026 |
| Anchor Investment Management, LLC | History | No change | 2,441 | 223 | 0.02% | 0.02% | 462 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Ignite Planners, LLC | History | New | 2,384 | 220 | 0.03% | — | 465 | +2,384 | New | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 2,414 | 220 | 0.01% | 0.01% | 464 | +116 | 5.05% | Q4 2025 | Jan 20, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 2,397 | 219 | 0.03% | 0.03% | 466 | -24 | -0.99% | Q4 2025 | Feb 11, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 2,383 | 217 | 0.05% | — | 469 | +2,383 | New | Q4 2025 | Feb 18, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 2,375 | 217 | 0.02% | 0.02% | 468 | -684 | -22.36% | Q4 2025 | Jan 21, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 2,382 | 217 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 2,366 | 216 | 0.16% | 0.17% | 471 | -41 | -1.7% | Q4 2025 | Feb 11, 2026 |
| Arista Wealth Management, LLC | History | No change | 2,364 | 216 | 0.03% | 0.03% | 470 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Empirical Asset Management, LLC | History | Added to | 2,349 | 214 | 0.06% | 0.06% | 472 | +57 | 2.49% | Q4 2025 | Feb 06, 2026 |
| Scott Capital Advisors, LLC | History | Added to | 2,329 | 213 | 0.05% | 0.05% | 473 | +7 | 0.3% | Q4 2025 | Jan 12, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 2,316 | 211 | 0.05% | 0.05% | 474 | +10 | 0.43% | Q4 2025 | Jan 09, 2026 |
| Kathmere Capital Management, LLC | History | New | 2,298 | 210 | 0.01% | — | 475 | +2,298 | New | Q4 2025 | Jan 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 2,249 | 205 | 0.0% | 0.0% | 476 | +590 | 35.56% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 2,230 | 203 | 0.01% | 0.01% | 477 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 2,177 | 201 | 0.02% | — | 478 | +2,177 | New | Q4 2025 | Jan 12, 2026 |
| Cedar Wealth Management, LLC | History | No change | 2,168 | 198 | 0.06% | 0.06% | 479 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 1,887 | 172 | 0.05% | 0.05% | 480 | +11 | 0.59% | Q4 2025 | Jan 22, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,832 | 167 | 0.0% | 0.0% | 481 | -4,130 | -69.27% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 1,676 | 153 | 0.0% | 0.0% | 482 | -1 | -0.06% | Q4 2025 | Feb 12, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 1,648 | 150 | 0.03% | 0.03% | 483 | +9 | 0.55% | Q4 2025 | Jan 20, 2026 |
| Colonial Trust Co / SC | History | No change | 1,600 | 146 | 0.02% | 0.02% | 484 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 1,556 | 142 | 0.01% | 0.01% | 485 | +5 | 0.32% | Q4 2025 | Feb 20, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1,500 | 137 | 0.03% | 0.03% | 486 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,340 | 122 | 0.0% | 0.0% | 487 | -55 | -3.94% | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,325 | 121 | 0.0% | 0.0% | 488 | -207 | -13.51% | Q4 2025 | Feb 11, 2026 |
| TD Capital Management LLC | History | Added to | 1,329 | 121 | 0.01% | 0.01% | 489 | +8 | 0.61% | Q4 2025 | Feb 26, 2026 |
| Blue Trust, Inc. | History | New | 1,182 | 108 | 0.0% | — | 490 | +1,182 | New | Q4 2025 | Jan 16, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 1,177 | 107 | 0.0% | 0.0% | 491 | +5 | 0.43% | Q4 2025 | Jan 27, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 1,148 | 104 | 0.05% | 0.05% | 492 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,119 | 102 | 0.0% | 0.0% | 493 | +228 | 25.59% | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | No change | 964 | 88 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 911 | 83 | 0.0% | 0.0% | 495 | +21 | 2.36% | Q4 2025 | Feb 06, 2026 |
| CX Institutional | History | Reduced | 897 | 82 | 0.0% | 0.0% | 496 | -48 | -5.08% | Q4 2025 | Feb 02, 2026 |
| Family CFO Inc | History | New | 809 | 73 | 0.03% | — | 497 | +809 | New | Q4 2025 | Jan 23, 2026 |
| First Command Advisory Services, Inc. | History | No change | 764 | 69 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Red Tortoise LLC | History | Added to | 748 | 68 | 0.03% | 0.03% | 499 | +4 | 0.54% | Q4 2025 | Jan 22, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 725 | 66 | 0.04% | 0.05% | 500 | +4 | 0.55% | Q4 2025 | Feb 10, 2026 |
| Larson Financial Group LLC | History | No change | 697 | 63 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Orion Capital Management LLC | History | Added to | 652 | 59 | 0.02% | 0.02% | 502 | +43 | 7.06% | Q4 2025 | Feb 03, 2026 |
| Hamilton Point Investment Advisors, LLC | History | New | 610 | 55 | 0.01% | — | 503 | +610 | New | Q4 2025 | Feb 12, 2026 |
| Bogart Wealth, LLC | History | No change | 600 | 54 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FIRST HORIZON CORP | History | No change | 584 | 53 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 586 | 53 | 0.01% | 0.01% | 506 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Archer Investment Corp | History | Added to | 579 | 52 | 0.01% | 0.01% | 507 | +1 | 0.17% | Q4 2025 | Jan 30, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 540 | 49 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| WHITTIER TRUST CO | History | Reduced | 518 | 48 | 0.0% | 0.0% | 509 | -261 | -33.5% | Q4 2025 | Jan 26, 2026 |
| Heritage Wealth Advisors | History | No change | 502 | 45 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 450 | 41 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| HM PAYSON & CO | History | Added to | 437 | 39 | 0.0% | 0.0% | 512 | +218 | 99.54% | Q4 2025 | Feb 12, 2026 |
| Key FInancial Inc | History | No change | 435 | 39 | 0.01% | 0.01% | 513 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ORG Partners LLC | History | Added to | 402 | 36 | 0.01% | 0.0% | 514 | +107 | 36.27% | Q4 2025 | Jan 14, 2026 |
| Capital Analysts, LLC | History | Reduced | 379 | 35 | 0.0% | 0.0% | 515 | -383 | -50.26% | Q4 2025 | Feb 11, 2026 |
| Triumph Capital Management | History | New | 383 | 35 | 0.01% | — | 516 | +383 | New | Q4 2025 | Feb 12, 2026 |
| Topsail Wealth Management, LLC | History | No change | 389 | 35 | 0.01% | 0.01% | 517 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 330 | 30 | 0.01% | 0.01% | 518 | +18 | 5.77% | Q4 2025 | Jan 27, 2026 |
| Strive Financial Group ,LLC | History | New | 325 | 29 | 0.01% | — | 520 | +325 | New | Q4 2025 | Feb 18, 2026 |
| Arax Advisory Partners | History | New | 320 | 29 | 0.0% | — | 519 | +320 | New | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 302 | 27 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Piscataqua Savings Bank | History | No change | 300 | 27 | 0.02% | 0.02% | 522 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Copia Wealth Management | History | No change | 288 | 26 | 0.02% | 0.02% | 523 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 269 | 24 | 0.0% | — | 524 | +269 | New | Q4 2025 | Feb 12, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 250 | 22 | 0.01% | 0.02% | 526 | -448 | -64.18% | Q4 2025 | Jan 09, 2026 |
| Laurel Wealth Advisors LLC | History | New | 250 | 22 | 0.0% | — | 525 | +250 | New | Q4 2025 | Jan 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 237 | 21 | 0.0% | — | 527 | +237 | New | Q4 2025 | Feb 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 240 | 21 | 0.0% | 0.0% | 530 | -28 | -10.45% | Q4 2025 | Feb 10, 2026 |
| Davis Capital Management | History | No change | 239 | 21 | 0.01% | 0.01% | 528 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| IAG Wealth Partners, LLC | History | No change | 234 | 21 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Basepoint Wealth LLC | History | New | 228 | 20 | 0.01% | — | 532 | +228 | New | Q4 2025 | Feb 10, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 228 | 20 | 0.0% | 0.0% | 531 | +1 | 0.44% | Q4 2025 | Jan 28, 2026 |
| Murphy & Mullick Capital Management Corp | History | Added to | 211 | 19 | 0.01% | 0.01% | 533 | +84 | 66.14% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | New | 200 | 18 | 0.01% | — | 534 | +200 | New | Q4 2025 | Feb 11, 2026 |
| Richardson Capital Management LLC | History | Added to | 186 | 17 | 0.01% | 0.01% | 536 | +1 | 0.54% | Q4 2025 | Jan 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 182 | 17 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pacifica Partners Inc. | History | Reduced | 177 | 16 | 0.01% | 0.01% | 538 | -170 | -48.99% | Q4 2025 | Jan 09, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 176 | 16 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 170 | 15 | 0.0% | 0.0% | 539 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Perkins Coie Trust Co | History | No change | 159 | 14 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 148 | 13 | 0.0% | 0.0% | 541 | +1 | 0.68% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 146 | 13 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sunrise Financial Services, LLC | History | New | 133 | 12 | 0.01% | — | 543 | +133 | New | Q4 2025 | Feb 11, 2026 |
| FIDUCIARY ADVISORS, INC. | History | New | 131 | 11 | 0.01% | — | 545 | +131 | New | Q4 2025 | Jan 27, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 124 | 11 | 0.01% | 0.01% | 544 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 110 | 10 | 0.01% | — | 548 | +110 | New | Q4 2025 | Feb 12, 2026 |
| COUNTRY TRUST BANK | History | No change | 112 | 10 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SIGNATUREFD, LLC | History | No change | 119 | 10 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HOWE & RUSLING INC | History | No change | 100 | 9 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Russell Investments Group, Ltd. | History | No change | 109 | 9 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 104 | 9 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Spire Wealth Management | History | Added to | 93 | 8 | 0.0% | 0.0% | 552 | +1 | 1.09% | Q4 2025 | Jan 14, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 91 | 8 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Noble Wealth Management PBC | History | No change | 95 | 8 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Qube Research & Technologies Ltd | History | New | 79 | 7 | 0.0% | — | 555 | +79 | New | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | No change | 78 | 7 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 81 | 7 | 0.01% | 0.01% | 557 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Timmons Wealth Management, LLC | History | New | 76 | 6 | 0.01% | — | 560 | +76 | New | Q4 2025 | Feb 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 73 | 6 | 0.0% | — | 558 | +73 | New | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 73 | 6 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Wells Financial Advisors INC | History | New | 60 | 5 | 0.01% | — | 562 | +60 | New | Q4 2025 | Feb 02, 2026 |
| Lodestone Wealth Management LLC | History | New | 57 | 5 | 0.0% | — | 564 | +57 | New | Q4 2025 | Jan 15, 2026 |
| Crewe Advisors LLC | History | No change | 57 | 5 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Dunhill Financial, LLC | History | No change | 62 | 5 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 50 | 4 | 0.0% | — | 567 | +50 | New | Q4 2025 | Mar 05, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 44 | 4 | 0.0% | — | 565 | +44 | New | Q4 2025 | Jan 23, 2026 |
| CNB Bank | History | No change | 51 | 4 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 39 | 3 | 0.0% | 0.0% | 568 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | New | 32 | 2 | 0.0% | — | 571 | +32 | New | Q4 2025 | Feb 17, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 23 | 2 | 0.0% | — | 573 | +23 | New | Q4 2025 | Feb 19, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 25 | 2 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 23 | 2 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 15 | 1 | 0.0% | — | 574 | +15 | New | Q4 2025 | Feb 23, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 11 | 1 | 0.0% | — | 575 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 4.94% | — | -116,495 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Employees' Retirement Fund of the City of Fort Worth | History | Closed out | 0 | 0 | — | 4.63% | — | -100,000 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -52,744 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42,460 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -31,928 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Cedar Point Capital Partners, LLC | History | Closed out | 0 | 0 | — | 1.42% | — | -24,260 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -12,123 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -11,546 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,716 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,431 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,559 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,779 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Equita Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -3,941 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Tranquility Partners, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,931 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Soltis Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,928 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Phraction Management LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -3,900 | -100.0% | Q3 2025 | Oct 09, 2025 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,878 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -3,593 | -100.0% | Q3 2025 | Oct 08, 2025 |
| SOMERVILLE KURT F | History | Closed out | 0 | 0 | — | 0.05% | — | -3,135 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Financial Engines Advisors L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,466 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Argent Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -2,451 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,720 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,289 | -100.0% | Q3 2025 | Nov 07, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -927 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -825 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -744 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Parvin Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -634 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -622 | -100.0% | Q3 2025 | Oct 29, 2025 |
| ALERUS FINANCIAL NA | History | Closed out | 0 | 0 | — | 0.0% | — | -339 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Strategic Investment Solutions, Inc. /IL | History | Closed out | 0 | 0 | — | 0.01% | — | -285 | -100.0% | Q3 2025 | Dec 03, 2025 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Independence Bank of Kentucky | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Morton Brown Family Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Pathway Financial Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sound Income Strategies, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 21, 2026 |
| Networth Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 22, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |