VANGUARD GROUP INC - VIOO
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Orgel Wealth Management, LLC | History | Added to | 1,035,330 | 114,880 | 2.53% | 2.55% | 1 | +22,459 | 2.22% | Q4 2025 | Jan 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 800,619 | 88,836 | 0.01% | 0.01% | 2 | -78,439 | -8.92% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 771,734 | 85,631 | 0.01% | 0.01% | 3 | -28,413 | -3.55% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 637,944 | 70,789 | 0.08% | 0.09% | 4 | +16,460 | 2.65% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Reduced | 450,508 | 49,988 | 0.07% | 0.08% | 5 | -2,326 | -0.51% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 400,139 | 44,399 | 0.01% | 0.01% | 6 | +1,340 | 0.34% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Reduced | 356,803 | 39,590 | 0.01% | 0.01% | 7 | -8,252 | -2.26% | Q4 2025 | Jan 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 355,450 | 39,472 | 0.01% | 0.01% | 8 | +4,212 | 1.2% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 347,699 | 38,580 | 0.0% | 0.0% | 9 | +225,850 | 185.35% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 347,348 | 38,541 | 0.01% | 0.01% | 10 | +5,222 | 1.53% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 275,129 | 30,528 | 0.0% | — | 11 | +275,129 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 262,794 | 29,173 | 0.04% | 0.04% | 12 | +256 | 0.1% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 261,373 | 29,001 | 0.0% | 0.0% | 13 | +25,952 | 11.02% | Q4 2025 | Mar 25, 2026 |
| Cetera Investment Advisers | History | Reduced | 239,315 | 26,554 | 0.03% | 0.03% | 14 | -24,449 | -9.27% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 238,065 | 26,415 | 0.02% | 0.02% | 15 | +11,548 | 5.1% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Reduced | 217,126 | 24,092 | 0.01% | 0.01% | 16 | -18,695 | -7.93% | Q4 2025 | Feb 11, 2026 |
| Savant Capital, LLC | History | Reduced | 211,372 | 23,453 | 0.13% | 0.15% | 17 | -11,791 | -5.28% | Q4 2025 | Feb 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 190,079 | 21,091 | 0.16% | 0.14% | 18 | +26,750 | 16.38% | Q4 2025 | Feb 12, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 185,322 | 20,563 | 3.17% | 3.14% | 19 | +21,504 | 13.13% | Q4 2025 | Jan 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 177,574 | 19,703 | 0.33% | 0.35% | 20 | -5,805 | -3.17% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 176,827 | 19,620 | 0.03% | 0.03% | 21 | -16,374 | -8.48% | Q4 2025 | Feb 12, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Added to | 151,826 | 16,846 | 1.36% | 1.4% | 22 | +755 | 0.5% | Q4 2025 | Jan 23, 2026 |
| One Day In July LLC | History | Reduced | 150,977 | 16,752 | 1.38% | 1.55% | 23 | -14,716 | -8.88% | Q4 2025 | Feb 04, 2026 |
| Wiser Wealth Management, Inc | History | Added to | 148,795 | 16,510 | 3.67% | 3.72% | 24 | +1,410 | 0.96% | Q4 2025 | Jan 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 148,312 | 16,457 | 0.24% | 0.18% | 25 | +40,686 | 37.8% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 129,617 | 14,382 | 0.04% | 0.04% | 26 | +3,419 | 2.71% | Q4 2025 | Feb 05, 2026 |
| Moss Adams Wealth Advisors LLC | History | Reduced | 124,810 | 13,848 | 1.0% | 1.08% | 27 | -301 | -0.24% | Q4 2025 | Jan 26, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 116,735 | 12,952 | 0.69% | 0.65% | 28 | +13,019 | 12.55% | Q4 2025 | Jan 20, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 107,981 | 11,981 | 0.18% | 0.18% | 29 | +20,025 | 22.77% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 94,402 | 10,475 | 0.02% | 0.02% | 30 | +3,182 | 3.49% | Q4 2025 | Feb 11, 2026 |
| Berman McAleer LLC | History | Added to | 94,261 | 10,459 | 1.43% | 1.41% | 31 | +3,115 | 3.42% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 94,081 | 10,439 | 0.08% | — | 32 | +94,081 | New | Q4 2025 | Feb 18, 2026 |
| New Insight Wealth Advisors | History | Reduced | 86,732 | 9,623 | 3.44% | 3.97% | 33 | -8,826 | -9.24% | Q4 2025 | Feb 17, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Added to | 81,549 | 9,048 | 0.97% | 0.9% | 34 | +3,397 | 4.35% | Q4 2025 | Feb 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 80,757 | 8,960 | 0.1% | 0.13% | 35 | +9,967 | 14.08% | Q4 2025 | Jan 29, 2026 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | History | Reduced | 74,800 | 8,300 | 4.05% | 4.68% | 36 | -13,000 | -14.81% | Q4 2025 | Feb 06, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 73,185 | 8,120 | 1.19% | — | 37 | +73,185 | New | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 121,675 | 7,866 | 0.01% | 0.02% | 38 | +54,410 | 80.89% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 58,935 | 6,539 | 0.01% | 0.0% | 39 | +19,559 | 49.67% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 56,608 | 6,281 | 0.01% | 0.0% | 40 | +21,420 | 60.87% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 56,482 | 6,267 | 0.0% | 0.0% | 41 | -1,299 | -2.25% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Added to | 55,765 | 6,187 | 0.04% | 0.03% | 42 | +7,704 | 16.03% | Q4 2025 | Feb 13, 2026 |
| BCS Wealth Management | History | Added to | 52,404 | 5,814 | 0.59% | 0.63% | 43 | +27,200 | 107.92% | Q4 2025 | Jan 26, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 52,103 | 5,781 | 0.37% | 0.38% | 44 | -170 | -0.33% | Q4 2025 | Jan 23, 2026 |
| Visionary Wealth Advisors | History | Added to | 51,620 | 5,727 | 0.26% | 0.12% | 45 | +28,262 | 120.99% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 49,671 | 5,511 | 0.01% | 0.01% | 46 | +808 | 1.65% | Q4 2025 | Mar 16, 2026 |
| SCS Capital Management LLC | History | No change | 47,821 | 5,306 | 0.06% | 0.06% | 47 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 47,357 | 5,254 | 0.11% | 0.12% | 48 | +870 | 1.87% | Q4 2025 | Feb 09, 2026 |
| Pathstone Holdings, LLC | History | New | 46,563 | 5,166 | 0.02% | — | 49 | +46,563 | New | Q4 2025 | Feb 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 46,013 | 5,105 | 0.09% | 0.09% | 50 | +7,688 | 20.06% | Q4 2025 | Feb 19, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Reduced | 45,693 | 5,069 | 1.96% | 2.03% | 51 | -1,212 | -2.58% | Q4 2025 | Jan 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 41,305 | 4,583 | 0.01% | 0.01% | 52 | +486 | 1.19% | Q4 2025 | Feb 13, 2026 |
| F/m Investments LLC | History | Added to | 39,922 | 4,429 | 0.17% | 0.17% | 53 | +519 | 1.32% | Q4 2025 | Feb 03, 2026 |
| Creative Planning | History | Added to | 39,701 | 4,405 | 0.0% | 0.0% | 54 | +1,980 | 5.25% | Q4 2025 | Feb 17, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 39,653 | 4,399 | 0.1% | 0.07% | 55 | +11,218 | 39.45% | Q4 2025 | Jan 27, 2026 |
| Private Advisor Group, LLC | History | Reduced | 38,995 | 4,326 | 0.02% | 0.02% | 56 | -1,698 | -4.17% | Q4 2025 | Feb 17, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 38,986 | 4,325 | 1.31% | 1.31% | 57 | -1,058 | -2.64% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 37,533 | 4,164 | 0.0% | 0.0% | 58 | +5,190 | 16.05% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 36,434 | 4,042 | 0.02% | — | 59 | +36,434 | New | Q4 2025 | Feb 18, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 36,114 | 4,007 | 1.73% | 2.05% | 60 | +2,507 | 7.46% | Q4 2025 | Feb 09, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 35,743 | 3,966 | 0.26% | 0.26% | 61 | -139 | -0.39% | Q4 2025 | Jan 26, 2026 |
| CERTUITY, LLC | History | Added to | 34,787 | 3,859 | 0.24% | 0.26% | 62 | +456 | 1.33% | Q4 2025 | Jan 30, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 32,992 | 3,660 | 0.88% | 0.88% | 63 | +3,000 | 10.0% | Q4 2025 | Feb 02, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 28,434 | 3,464 | 0.08% | 0.08% | 64 | +209 | 0.74% | Q4 2025 | Feb 09, 2026 |
| Betterment LLC | History | Added to | 30,931 | 3,432 | 0.01% | 0.01% | 65 | +1,782 | 6.11% | Q4 2025 | Feb 12, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 29,792 | 3,305 | 0.04% | 0.05% | 66 | -2,355 | -7.33% | Q4 2025 | Jan 26, 2026 |
| Flower City Capital | History | Added to | 27,813 | 3,086 | 1.57% | 1.57% | 67 | +1,296 | 4.89% | Q4 2025 | Jan 22, 2026 |
| Sierra Capital LLC | History | Added to | 27,704 | 3,074 | 0.33% | 0.33% | 68 | +68 | 0.25% | Q4 2025 | Feb 18, 2026 |
| Keystone Financial Group | History | Reduced | 26,948 | 2,990 | 0.22% | 0.23% | 69 | -20 | -0.07% | Q4 2025 | Feb 06, 2026 |
| REBALANCE, LLC | History | Added to | 26,581 | 2,949 | 0.17% | 0.17% | 70 | +467 | 1.79% | Q4 2025 | Jan 15, 2026 |
| Fairway Wealth LLC | History | Added to | 26,281 | 2,916 | 0.79% | 0.77% | 71 | +1,559 | 6.31% | Q4 2025 | Jan 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 24,768 | 2,748 | 0.0% | 0.0% | 72 | +7,641 | 44.61% | Q4 2025 | Feb 17, 2026 |
| Kastel Capital Advisors, LLC | History | New | 23,848 | 2,646 | 1.62% | — | 73 | +23,848 | New | Q4 2025 | Feb 18, 2026 |
| Corient Private Wealth LLC | History | Added to | 86,010 | 2,637 | 0.0% | 0.01% | 74 | +15,002 | 21.13% | Q4 2025 | Mar 09, 2026 |
| Geneos Wealth Management Inc. | History | New | 23,572 | 2,615 | 0.06% | — | 76 | +23,572 | New | Q4 2025 | Jan 28, 2026 |
| Bank of New York Mellon Corp | History | Added to | 23,575 | 2,615 | 0.0% | 0.0% | 75 | +2,697 | 12.92% | Q4 2025 | Feb 10, 2026 |
| First American Bank | History | Reduced | 23,429 | 2,599 | 0.16% | 0.17% | 77 | -616 | -2.56% | Q4 2025 | Jan 20, 2026 |
| Base Wealth Management LLC | History | Added to | 22,221 | 2,465 | 1.33% | 1.31% | 78 | +1,349 | 6.46% | Q4 2025 | Jan 21, 2026 |
| Verum Partners LLC | History | Reduced | 22,187 | 2,461 | 0.5% | 0.53% | 79 | -290 | -1.29% | Q4 2025 | Jan 14, 2026 |
| EQ LLC | History | Reduced | 21,716 | 2,409 | 0.69% | 0.82% | 80 | -66 | -0.3% | Q4 2025 | Feb 10, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 21,352 | 2,369 | 0.53% | 0.46% | 81 | +4,264 | 24.95% | Q4 2025 | Jan 09, 2026 |
| PFG Advisors | History | Reduced | 21,326 | 2,366 | 0.11% | 0.1% | 82 | -1,673 | -7.27% | Q4 2025 | Jan 27, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 20,346 | 2,343 | 0.09% | 0.09% | 83 | +588 | 2.98% | Q4 2025 | Jan 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 20,508 | 2,275 | 0.01% | 0.01% | 84 | +8,829 | 75.6% | Q4 2025 | Feb 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 19,691 | 2,185 | 0.03% | 0.03% | 85 | +1,575 | 8.69% | Q4 2025 | Feb 10, 2026 |
| Valpey Financial Services, LLC | History | Added to | 18,937 | 2,101 | 1.34% | 1.37% | 86 | +42 | 0.22% | Q4 2025 | Mar 04, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 18,155 | 2,014 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CRA Financial Services, LLC | History | Added to | 16,882 | 1,873 | 0.25% | 0.25% | 88 | +5 | 0.03% | Q4 2025 | Jan 16, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 16,858 | 1,870 | 0.85% | 0.84% | 89 | +26 | 0.15% | Q4 2025 | Feb 03, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | No change | 16,051 | 1,781 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NewEdge Wealth, LLC | History | No change | 16,051 | 1,781 | 0.02% | 0.03% | 91 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 15,578 | 1,728 | 0.15% | 0.15% | 92 | +198 | 1.29% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 15,433 | 1,712 | 0.01% | 0.01% | 93 | +447 | 2.98% | Q4 2025 | Feb 12, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 15,188 | 1,685 | 0.16% | 0.18% | 94 | -2,180 | -12.55% | Q4 2025 | Feb 11, 2026 |
| True North Advisors, LLC | History | New | 15,149 | 1,680 | 0.22% | — | 95 | +15,149 | New | Q4 2025 | Jan 22, 2026 |
| Clearstead Advisors, LLC | History | Added to | 14,906 | 1,653 | 0.02% | 0.02% | 96 | +1,559 | 11.68% | Q4 2025 | Feb 09, 2026 |
| Breakwater Capital Group | History | Added to | 14,784 | 1,640 | 0.23% | 0.24% | 97 | +350 | 2.42% | Q4 2025 | Jan 09, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 14,530 | 1,612 | 0.01% | 0.02% | 98 | -12,711 | -46.66% | Q4 2025 | Feb 17, 2026 |
| Presper Financial Architects, LLC | History | Added to | 13,730 | 1,523 | 0.86% | 0.88% | 99 | +1 | 0.01% | Q4 2025 | Feb 05, 2026 |
| Coastline Trust Co | History | Reduced | 13,520 | 1,500 | 0.14% | 0.16% | 100 | -371 | -2.67% | Q4 2025 | Jan 05, 2026 |
| &PARTNERS | History | Added to | 13,493 | 1,490 | 0.01% | 0.01% | 101 | +1,588 | 13.34% | Q4 2025 | Feb 17, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Added to | 13,294 | 1,475 | 1.22% | 1.14% | 102 | +690 | 5.47% | Q4 2025 | Feb 13, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 13,216 | 1,466 | 0.03% | 0.03% | 103 | +3 | 0.02% | Q4 2025 | Feb 04, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 13,160 | 1,460 | 0.17% | 0.17% | 104 | -505 | -3.7% | Q4 2025 | Jan 14, 2026 |
| OneAscent Financial Services LLC | History | Added to | 13,075 | 1,450 | 0.13% | 0.16% | 105 | +973 | 8.04% | Q4 2025 | Feb 11, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 13,063 | 1,449 | 0.07% | 0.08% | 106 | -193 | -1.46% | Q4 2025 | Feb 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 13,041 | 1,447 | 0.01% | 0.01% | 107 | +966 | 8.0% | Q4 2025 | Feb 17, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 12,328 | 1,367 | 0.7% | 0.5% | 108 | +3,979 | 47.66% | Q4 2025 | Feb 13, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 12,250 | 1,359 | 0.53% | 0.55% | 109 | -239 | -1.91% | Q4 2025 | Feb 04, 2026 |
| Composition Wealth, LLC | History | No change | 12,126 | 1,345 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 12,100 | 1,342 | 0.0% | 0.0% | 111 | +48 | 0.4% | Q4 2025 | Feb 18, 2026 |
| Tempo Wealth, LLC | History | New | 11,826 | 1,312 | 0.23% | — | 112 | +11,826 | New | Q4 2025 | Feb 25, 2026 |
| BROWN ADVISORY INC | History | Reduced | 11,702 | 1,298 | 0.0% | 0.0% | 113 | -1,092 | -8.54% | Q4 2025 | Feb 13, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 11,401 | 1,265 | 0.11% | 0.1% | 114 | +1,323 | 13.13% | Q4 2025 | Feb 06, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 11,382 | 1,262 | 0.21% | 0.21% | 115 | +456 | 4.17% | Q4 2025 | Feb 10, 2026 |
| HM PAYSON & CO | History | No change | 11,199 | 1,242 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Klingman & Associates, LLC | History | Added to | 10,986 | 1,219 | 0.06% | 0.06% | 117 | +52 | 0.48% | Q4 2025 | Jan 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 10,972 | 1,217 | 0.02% | 0.03% | 118 | -3,860 | -26.02% | Q4 2025 | Feb 12, 2026 |
| Anson Capital, Inc. | History | Reduced | 10,813 | 1,199 | 0.87% | 0.9% | 119 | -15 | -0.14% | Q4 2025 | Feb 04, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 10,683 | 1,185 | 0.18% | 0.43% | 120 | -11,549 | -51.95% | Q4 2025 | Jan 28, 2026 |
| waypoint wealth counsel | History | Reduced | 10,677 | 1,184 | 0.43% | 0.5% | 121 | -726 | -6.37% | Q4 2025 | Jan 28, 2026 |
| GREENLEAF TRUST | History | Reduced | 10,665 | 1,183 | 0.01% | 0.01% | 122 | -226 | -2.08% | Q4 2025 | Jan 21, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 10,519 | 1,167 | 0.0% | 0.0% | 123 | +5,298 | 101.47% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 10,166 | 1,128 | 0.0% | — | 124 | +10,166 | New | Q4 2025 | Feb 12, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 9,845 | 1,092 | 0.13% | 0.06% | 125 | +5,500 | 126.58% | Q4 2025 | Jan 07, 2026 |
| INSIGHT 2811, INC. | History | Added to | 9,442 | 1,047 | 0.46% | 0.46% | 126 | +17 | 0.18% | Q4 2025 | Feb 03, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 9,146 | 1,014 | 0.87% | 0.88% | 127 | +124 | 1.37% | Q4 2025 | Jan 21, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 9,000 | 998 | 0.01% | 0.01% | 128 | -18 | -0.2% | Q4 2025 | Feb 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 8,648 | 959 | 0.03% | 0.03% | 129 | -683 | -7.32% | Q4 2025 | Jan 09, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 8,581 | 952 | 0.2% | 0.2% | 130 | -15 | -0.17% | Q4 2025 | Jan 27, 2026 |
| Leo Wealth, LLC | History | Added to | 8,478 | 940 | 0.07% | 0.12% | 131 | +111 | 1.33% | Q4 2025 | Jan 21, 2026 |
| Cresset Asset Management, LLC | History | No change | 8,298 | 920 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 8,279 | 918 | 0.0% | 0.0% | 133 | +728 | 9.64% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 8,268 | 917 | 0.0% | 0.0% | 134 | +78 | 0.95% | Q4 2025 | Feb 02, 2026 |
| McLean Asset Management Corp | History | Reduced | 7,790 | 913 | 0.16% | 0.18% | 135 | -106 | -1.34% | Q4 2025 | Jan 16, 2026 |
| ASSETMARK, INC | History | Added to | 7,988 | 886 | 0.0% | 0.0% | 136 | +1,809 | 29.28% | Q4 2025 | Jan 23, 2026 |
| Baird Financial Group, Inc. | History | Added to | 7,883 | 874 | 0.0% | 0.0% | 137 | +242 | 3.17% | Q4 2025 | Feb 13, 2026 |
| Hegarty Advisors, LLC | History | New | 7,210 | 800 | 0.69% | — | 138 | +7,210 | New | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 7,155 | 793 | 0.0% | 0.0% | 139 | -726 | -9.21% | Q4 2025 | Feb 18, 2026 |
| Northstar Group, Inc. | History | Added to | 7,109 | 788 | 0.11% | 0.11% | 140 | +158 | 2.27% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 7,097 | 787 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 7,040 | 781 | 0.38% | 0.37% | 142 | +10 | 0.14% | Q4 2025 | Feb 05, 2026 |
| Pachira Investments Inc. | History | Added to | 6,998 | 776 | 0.38% | 0.28% | 143 | +2,498 | 55.51% | Q4 2025 | Feb 02, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 6,875 | 762 | 0.01% | 0.0% | 144 | +919 | 15.43% | Q4 2025 | Feb 13, 2026 |
| Gibraltar Capital Management, Inc. | History | Reduced | 6,579 | 730 | 0.12% | 0.18% | 145 | -2,300 | -25.9% | Q4 2025 | Feb 02, 2026 |
| KIECKHEFER GROUP LLC | History | Reduced | 6,497 | 720 | 0.34% | 0.41% | 146 | -1,511 | -18.87% | Q4 2025 | Jan 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 6,471 | 717 | 0.02% | 0.02% | 147 | -1,922 | -22.9% | Q4 2025 | Feb 09, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Added to | 6,321 | 701 | 0.33% | 0.33% | 148 | +252 | 4.15% | Q4 2025 | Jan 06, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 6,224 | 690 | 0.05% | 0.05% | 149 | +49 | 0.79% | Q4 2025 | Apr 02, 2026 |
| Financial Council, LLC | History | No change | 6,188 | 686 | 0.27% | 0.3% | 150 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SIGNATUREFD, LLC | History | New | 5,980 | 663 | 0.01% | — | 151 | +5,980 | New | Q4 2025 | Jan 20, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 5,957 | 660 | 0.04% | 0.04% | 152 | +22 | 0.37% | Q4 2025 | Feb 03, 2026 |
| COMERICA BANK | History | Reduced | 5,938 | 658 | 0.0% | 0.0% | 153 | -567 | -8.72% | Q4 2025 | Jan 29, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 5,920 | 656 | 0.11% | 0.08% | 154 | +1,843 | 45.2% | Q4 2025 | Feb 11, 2026 |
| Snider Financial Group | History | Reduced | 5,894 | 653 | 0.17% | 0.19% | 155 | -557 | -8.63% | Q4 2025 | Jan 21, 2026 |
| Spire Wealth Management | History | Reduced | 5,824 | 646 | 0.02% | 0.02% | 156 | -180 | -3.0% | Q4 2025 | Jan 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 5,731 | 635 | 0.0% | 0.0% | 157 | +883 | 18.21% | Q4 2025 | Feb 17, 2026 |
| Mach-1 Financial Group, LLC | History | New | 5,716 | 634 | 0.13% | — | 158 | +5,716 | New | Q4 2025 | Feb 06, 2026 |
| Capital Analysts, LLC | History | Added to | 5,708 | 633 | 0.02% | 0.01% | 159 | +2,698 | 89.63% | Q4 2025 | Feb 11, 2026 |
| BOKF, NA | History | Reduced | 5,513 | 611 | 0.01% | 0.01% | 160 | -25 | -0.45% | Q4 2025 | Feb 03, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,508 | 611 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 5,227 | 579 | 0.01% | 0.01% | 162 | +69 | 1.34% | Q4 2025 | Feb 06, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 5,213 | 578 | 0.08% | 0.09% | 164 | +300 | 6.11% | Q4 2025 | Jan 21, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 5,216 | 578 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 5,153 | 571 | 0.01% | 0.01% | 165 | -26 | -0.5% | Q4 2025 | Jan 16, 2026 |
| Allworth Financial LP | History | New | 5,109 | 566 | 0.0% | — | 166 | +5,109 | New | Q4 2025 | Feb 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 5,050 | 560 | 0.0% | 0.0% | 167 | +1,279 | 33.92% | Q4 2025 | Feb 18, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 5,054 | 560 | 0.1% | 0.1% | 168 | -20 | -0.39% | Q4 2025 | Jan 07, 2026 |
| WEIK CAPITAL MANAGEMENT | History | Reduced | 5,010 | 555 | 0.21% | 0.21% | 169 | -50 | -0.99% | Q4 2025 | Feb 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 4,899 | 543 | 0.0% | 0.0% | 170 | -324 | -6.2% | Q4 2025 | Feb 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 4,864 | 540 | 0.02% | 0.02% | 171 | +275 | 5.99% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,813 | 534 | 0.0% | 0.0% | 172 | +1 | 0.02% | Q4 2025 | Feb 06, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 4,767 | 528 | 0.21% | 0.22% | 173 | -94 | -1.93% | Q4 2025 | Jan 28, 2026 |
| Grant Street Asset Management, Inc. | History | Reduced | 4,734 | 525 | 0.11% | 0.13% | 174 | -1,033 | -17.91% | Q4 2025 | Jan 28, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | No change | 4,695 | 520 | 0.29% | 0.32% | 175 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 4,566 | 506 | 0.02% | 0.02% | 176 | -37 | -0.8% | Q4 2025 | Jan 21, 2026 |
| Caprock Group, LLC | History | Reduced | 4,531 | 502 | 0.01% | 0.01% | 177 | -766 | -14.46% | Q4 2025 | Jan 28, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 4,446 | 493 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 4,172 | 486 | 0.11% | 0.12% | 179 | +12 | 0.29% | Q4 2025 | Jan 14, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 4,368 | 484 | 0.02% | 0.02% | 180 | -13 | -0.3% | Q4 2025 | Jan 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 4,300 | 477 | 0.08% | 0.09% | 181 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 4,281 | 475 | 0.0% | 0.0% | 182 | -371 | -7.98% | Q4 2025 | Feb 17, 2026 |
| Accel Wealth Management | History | Added to | 4,275 | 474 | 0.13% | 0.14% | 183 | +21 | 0.49% | Q4 2025 | Jan 20, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 4,231 | 469 | 0.32% | 0.35% | 184 | -30 | -0.7% | Q4 2025 | Feb 05, 2026 |
| Ironwood Financial, llc | History | No change | 4,014 | 468 | 0.08% | 0.08% | 185 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Taylor Hoffman Capital Management LLC | History | Reduced | 4,204 | 466 | 0.14% | 0.15% | 186 | -216 | -4.89% | Q4 2025 | Feb 11, 2026 |
| Valtrion Capital Management, LLC | History | No change | 4,133 | 458 | 0.46% | 0.49% | 187 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 4,094 | 454 | 0.23% | 0.25% | 188 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 3,791 | 450 | 0.01% | 0.01% | 189 | +129 | 3.52% | Q4 2025 | Jan 23, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 4,006 | 444 | 0.01% | 0.01% | 190 | -900 | -18.34% | Q4 2025 | Jan 21, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 3,974 | 440 | 0.16% | 0.16% | 191 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 3,973 | 440 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 3,933 | 436 | 0.04% | 0.04% | 193 | -185 | -4.49% | Q4 2025 | Jan 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 3,915 | 434 | 0.0% | 0.0% | 195 | -632 | -13.9% | Q4 2025 | Feb 03, 2026 |
| Tribridge Partners Financial LLC | History | Reduced | 3,918 | 434 | 0.18% | 0.21% | 196 | -163 | -3.99% | Q4 2025 | Jan 26, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 3,920 | 434 | 0.03% | 0.03% | 194 | -10 | -0.25% | Q4 2025 | Jan 23, 2026 |
| VIAWEALTH, LLC | History | Reduced | 3,895 | 432 | 0.24% | 0.25% | 198 | -200 | -4.88% | Q4 2025 | Feb 10, 2026 |
| PACK Private Wealth, LLC | History | No change | 3,894 | 432 | 0.2% | 0.2% | 197 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 3,856 | 427 | 0.09% | 0.06% | 199 | +1,633 | 73.46% | Q4 2025 | Feb 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 3,850 | 426 | 0.0% | 0.0% | 200 | -676 | -14.94% | Q4 2025 | Feb 17, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 3,836 | 425 | 0.03% | 0.02% | 201 | +246 | 6.85% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 3,796 | 421 | 0.0% | 0.0% | 202 | -205 | -5.12% | Q4 2025 | Feb 17, 2026 |
| BlackRock, Inc. | History | Added to | 3,782 | 419 | 0.0% | 0.0% | 203 | +3,520 | 1343.51% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | New | 3,710 | 411 | 0.0% | — | 206 | +3,710 | New | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 3,712 | 411 | 0.0% | 0.01% | 204 | -271 | -6.8% | Q4 2025 | Jan 20, 2026 |
| Affiance Financial, LLC | History | No change | 3,705 | 411 | 0.07% | 0.07% | 205 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 3,667 | 406 | 0.05% | — | 207 | +3,667 | New | Q4 2025 | Jan 15, 2026 |
| Hemenway Trust Co LLC | History | Added to | 3,634 | 403 | 0.03% | 0.02% | 208 | +1,177 | 47.9% | Q4 2025 | Feb 03, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Added to | 3,573 | 396 | 0.14% | 0.14% | 209 | +16 | 0.45% | Q4 2025 | Jan 27, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 3,550 | 393 | 0.06% | 0.06% | 210 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 3,518 | 390 | 0.01% | 0.01% | 211 | +4 | 0.11% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 3,508 | 389 | 0.01% | — | 212 | +3,508 | New | Q4 2025 | Feb 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 3,441 | 381 | 0.0% | 0.0% | 213 | +924 | 36.71% | Q4 2025 | Feb 12, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 3,371 | 374 | 0.04% | 0.03% | 214 | +906 | 36.75% | Q4 2025 | Feb 04, 2026 |
| Financial Freedom, LLC | History | Reduced | 3,355 | 372 | 0.18% | 0.21% | 215 | -386 | -10.32% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 3,344 | 371 | 0.01% | 0.0% | 216 | +2,873 | 609.98% | Q4 2025 | Feb 13, 2026 |
| Advisor OS, LLC | History | Added to | 3,316 | 367 | 0.03% | 0.03% | 217 | +40 | 1.22% | Q4 2025 | Feb 04, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 3,149 | 367 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 3,247 | 360 | 0.05% | 0.04% | 219 | +184 | 6.01% | Q4 2025 | Jan 29, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | Reduced | 2,957 | 360 | 0.26% | 0.25% | 220 | -73 | -2.41% | Q4 2025 | Feb 10, 2026 |
| Peak Planning Group, LLC | History | New | 3,236 | 359 | 0.1% | — | 221 | +3,236 | New | Q4 2025 | Feb 13, 2026 |
| American Trust | History | Reduced | 3,174 | 352 | 0.03% | 0.03% | 222 | -238 | -6.98% | Q4 2025 | Feb 17, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | New | 3,164 | 351 | 0.03% | — | 223 | +3,164 | New | Q4 2025 | Jan 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 3,158 | 350 | 0.0% | 0.0% | 224 | +110 | 3.61% | Q4 2025 | Jan 29, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 3,067 | 340 | 0.09% | 0.08% | 225 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 3,060 | 339 | 0.03% | — | 226 | +3,060 | New | Q4 2025 | Jan 28, 2026 |
| Prostatis Group LLC | History | Reduced | 3,049 | 338 | 0.08% | 0.08% | 227 | -27 | -0.88% | Q4 2025 | Feb 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 3,025 | 335 | 0.01% | 0.01% | 228 | +3 | 0.1% | Q4 2025 | Feb 02, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 2,969 | 329 | 0.07% | 0.08% | 229 | -74 | -2.43% | Q4 2025 | Jan 21, 2026 |
| Investment Partners Asset Management, Inc. | History | Reduced | 2,938 | 326 | 0.2% | 0.21% | 230 | -11 | -0.37% | Q4 2025 | Jan 15, 2026 |
| Meeder Advisory Services, Inc. | History | New | 2,903 | 322 | 0.01% | — | 231 | +2,903 | New | Q4 2025 | Feb 11, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 2,906 | 322 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Prospera Financial Services Inc | History | New | 2,901 | 321 | 0.01% | — | 233 | +2,901 | New | Q4 2025 | Feb 09, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 2,876 | 319 | 0.04% | 0.06% | 234 | -1,283 | -30.85% | Q4 2025 | Feb 10, 2026 |
| Compound Planning, Inc. | History | Added to | 2,827 | 313 | 0.01% | 0.01% | 235 | +4 | 0.14% | Q4 2025 | Feb 19, 2026 |
| Smartleaf Asset Management LLC | History | New | 2,763 | 310 | 0.01% | — | 236 | +2,763 | New | Q4 2025 | Feb 13, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 2,787 | 309 | 0.04% | 0.05% | 237 | -415 | -12.96% | Q4 2025 | Jan 14, 2026 |
| Asset One Wealth Management LLC | History | New | 2,576 | 305 | 0.04% | — | 238 | +2,576 | New | Q4 2025 | Feb 17, 2026 |
| Nicholas Hoffman & Company, LLC. | History | New | 2,745 | 304 | 0.01% | — | 239 | +2,745 | New | Q4 2025 | Feb 02, 2026 |
| Merit Financial Group, LLC | History | No change | 2,693 | 298 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 2,538 | 282 | 0.02% | — | 241 | +2,538 | New | Q4 2025 | Feb 06, 2026 |
| Opulen Financial Group LLC | History | Added to | 2,502 | 277 | 0.2% | 0.2% | 242 | +83 | 3.43% | Q4 2025 | Feb 10, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 2,472 | 274 | 0.12% | 0.12% | 243 | +32 | 1.31% | Q4 2025 | Jan 22, 2026 |
| Vanguard Capital Wealth Advisors | History | New | 2,433 | 269 | 0.22% | — | 244 | +2,433 | New | Q4 2025 | Jan 16, 2026 |
| Sage Mountain Advisors LLC | History | No change | 2,408 | 267 | 0.01% | 0.02% | 245 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 2,384 | 264 | 0.0% | 0.0% | 246 | -723 | -23.27% | Q4 2025 | Feb 11, 2026 |
| Sovran Advisors, LLC | History | Reduced | 2,223 | 264 | 0.02% | 0.02% | 247 | -160 | -6.71% | Q4 2025 | Jan 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,284 | 262 | 0.0% | 0.0% | 248 | +62 | 2.79% | Q4 2025 | Jan 08, 2026 |
| Cordatus Wealth Management LLC | History | New | 2,335 | 259 | 0.06% | — | 249 | +2,335 | New | Q4 2025 | Jan 26, 2026 |
| Advisory Services Network, LLC | History | Reduced | 2,325 | 258 | 0.0% | 0.0% | 250 | -208 | -8.21% | Q4 2025 | Feb 17, 2026 |
| Painted Porch Advisors LLC | History | New | 2,317 | 257 | 0.1% | — | 251 | +2,317 | New | Q4 2025 | Mar 19, 2026 |
| Focus Partners Wealth | History | New | 2,308 | 256 | 0.0% | — | 253 | +2,308 | New | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 2,315 | 256 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 2,283 | 253 | 0.05% | 0.06% | 254 | +30 | 1.33% | Q4 2025 | Feb 10, 2026 |
| Principia Wealth Advisory, LLC | History | Reduced | 2,264 | 251 | 0.16% | 0.18% | 255 | -87 | -3.7% | Q4 2025 | Feb 10, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 2,261 | 250 | 0.18% | 0.17% | 256 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Continuum Advisory, LLC | History | Reduced | 2,207 | 244 | 0.02% | 0.08% | 257 | -5,000 | -69.38% | Q4 2025 | Feb 11, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 2,208 | 244 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Lido Advisors, LLC | History | Added to | 2,208 | 243 | 0.0% | 0.0% | 259 | +68 | 3.18% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 2,173 | 241 | 0.01% | 0.08% | 262 | -11,054 | -83.57% | Q4 2025 | Feb 05, 2026 |
| THOMPSON DAVIS & CO., INC. | History | New | 2,175 | 241 | 0.14% | — | 260 | +2,175 | New | Q4 2025 | Jan 12, 2026 |
| Glaxis Capital Management, LLC | History | No change | 2,179 | 241 | 0.41% | 0.4% | 261 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JT Stratford LLC | History | No change | 2,137 | 237 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 2,115 | 234 | 0.0% | 0.0% | 264 | +11 | 0.52% | Q4 2025 | Jan 29, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 1,889 | 230 | 0.05% | 0.06% | 265 | -11 | -0.58% | Q4 2025 | Feb 13, 2026 |
| Valued Retirements, Inc. | History | No change | 2,076 | 230 | 0.22% | 0.24% | 266 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 2,072 | 229 | 0.0% | 0.0% | 267 | +4 | 0.19% | Q4 2025 | Jan 22, 2026 |
| Johnson Financial Group, LLC | History | New | 2,060 | 228 | 0.01% | — | 268 | +2,060 | New | Q4 2025 | Feb 10, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 2,034 | 225 | 0.0% | 0.0% | 269 | -200 | -8.95% | Q4 2025 | Jan 29, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 2,014 | 223 | 0.19% | 0.19% | 270 | +26 | 1.31% | Q4 2025 | Jan 21, 2026 |
| Lee-Kelleher Wealth Management | History | No change | 1,983 | 220 | 0.13% | 0.13% | 271 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 1,975 | 219 | 0.06% | 0.05% | 272 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 1,968 | 218 | 0.0% | 0.0% | 273 | +1,161 | 143.87% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,875 | 208 | 0.01% | 0.0% | 274 | +662 | 54.58% | Q4 2025 | Jan 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 1,843 | 204 | 0.0% | 0.0% | 275 | -125 | -6.35% | Q4 2025 | Feb 10, 2026 |
| CGN Advisors LLC | History | New | 1,817 | 201 | 0.02% | — | 276 | +1,817 | New | Q4 2025 | Jan 05, 2026 |
| Accurate Wealth Management, LLC | History | New | 1,714 | 200 | 0.03% | — | 277 | +1,714 | New | Q4 2025 | Jan 14, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Added to | 1,542 | 171 | 0.01% | 0.01% | 278 | +20 | 1.31% | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 1,411 | 157 | 0.01% | 0.01% | 279 | +85 | 6.41% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 1,278 | 142 | 0.0% | 0.0% | 280 | +312 | 32.3% | Q4 2025 | Jan 26, 2026 |
| FIRST HORIZON CORP | History | No change | 1,262 | 140 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,267 | 140 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,241 | 137 | 0.02% | 0.02% | 283 | +16 | 1.31% | Q4 2025 | Jan 22, 2026 |
| Operose Advisors LLC | History | Added to | 1,196 | 132 | 0.03% | 0.03% | 284 | +126 | 11.78% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,180 | 130 | 0.0% | 0.0% | 285 | +32 | 2.79% | Q4 2025 | Jan 23, 2026 |
| Ancora Advisors LLC | History | New | 1,167 | 129 | 0.0% | — | 286 | +1,167 | New | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,053 | 116 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 981 | 108 | 0.01% | — | 288 | +981 | New | Q4 2025 | Feb 03, 2026 |
| First PREMIER Bank | History | No change | 858 | 95 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 830 | 92 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Arlington Trust Co LLC | History | No change | 798 | 88 | 0.01% | 0.02% | 291 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Cornerstone Financial Management LLC | History | New | 780 | 86 | 0.08% | — | 292 | +780 | New | Q4 2025 | Feb 13, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 698 | 77 | 0.04% | 0.05% | 293 | -484 | -40.95% | Q4 2025 | Feb 18, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 671 | 74 | 0.0% | 0.0% | 294 | +1 | 0.15% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 634 | 70 | 0.0% | 0.0% | 295 | +266 | 72.28% | Q4 2025 | Jan 26, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 607 | 67 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Manchester Capital Management LLC | History | No change | 588 | 65 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 493 | 54 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 437 | 48 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AlphaCore Capital LLC | History | Added to | 426 | 47 | 0.0% | 0.0% | 301 | +14 | 3.4% | Q4 2025 | Feb 05, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 432 | 47 | 0.0% | 0.0% | 300 | +5 | 1.17% | Q4 2025 | Feb 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 410 | 45 | 0.02% | — | 302 | +410 | New | Q4 2025 | Jan 20, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 404 | 44 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 396 | 43 | 0.03% | 0.04% | 304 | -188 | -32.19% | Q4 2025 | Feb 09, 2026 |
| Dunhill Financial, LLC | History | Reduced | 372 | 41 | 0.01% | 0.01% | 305 | -4 | -1.06% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Reduced | 359 | 39 | 0.0% | 0.01% | 306 | -1,195 | -76.9% | Q4 2025 | Feb 06, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 306 | 33 | 0.02% | — | 307 | +306 | New | Q4 2025 | Feb 18, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 277 | 30 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Clearstead Trust, LLC | History | Added to | 263 | 29 | 0.0% | 0.0% | 310 | +143 | 119.17% | Q4 2025 | Feb 09, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 270 | 29 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 241 | 26 | 0.0% | 0.0% | 311 | +4 | 1.69% | Q4 2025 | Jan 14, 2026 |
| Your Advocates Ltd., LLP | History | No change | 238 | 26 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MOTCO | History | No change | 230 | 25 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 226 | 25 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 211 | 23 | 0.01% | 0.01% | 316 | +3 | 1.44% | Q4 2025 | Feb 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 212 | 23 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 201 | 22 | 0.0% | 0.0% | 317 | +1 | 0.5% | Q4 2025 | Feb 06, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 194 | 21 | 0.01% | — | 318 | +194 | New | Q4 2025 | Feb 11, 2026 |
| MidFirst Bank | History | New | 185 | 20 | 0.0% | — | 320 | +185 | New | Q4 2025 | Feb 25, 2026 |
| US BANCORP \DE\ | History | Reduced | 182 | 20 | 0.0% | 0.0% | 319 | -8 | -4.21% | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | Added to | 177 | 19 | 0.0% | 0.0% | 323 | +138 | 353.85% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 174 | 19 | 0.0% | 0.0% | 321 | -66 | -27.5% | Q4 2025 | Feb 09, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 180 | 19 | 0.02% | 0.02% | 322 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CURIO WEALTH, LLC | History | No change | 174 | 19 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Salomon & Ludwin, LLC | History | No change | 160 | 18 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Lodestone Wealth Management LLC | History | New | 154 | 17 | 0.01% | — | 328 | +154 | New | Q4 2025 | Jan 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 154 | 17 | 0.0% | 0.0% | 326 | -10 | -6.1% | Q4 2025 | Feb 03, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 154 | 17 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 150 | 16 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 150 | 16 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Richardson Capital Management LLC | History | No change | 133 | 14 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Cornerstone Planning Group LLC | History | New | 109 | 12 | 0.0% | — | 332 | +109 | New | Q4 2025 | Feb 02, 2026 |
| Parallel Advisors, LLC | History | Reduced | 107 | 11 | 0.0% | 0.0% | 334 | -109 | -50.46% | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 100 | 11 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 100 | 11 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 27, 2026 |
| Sound Income Strategies, LLC | History | New | 78 | 9 | 0.0% | — | 336 | +78 | New | Q4 2025 | Jan 21, 2026 |
| Breakwater Investment Management | History | New | 76 | 8 | 0.0% | — | 338 | +76 | New | Q4 2025 | Feb 02, 2026 |
| ST GERMAIN D J CO INC | History | No change | 74 | 8 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Anchor Investment Management, LLC | History | Added to | 67 | 7 | 0.0% | 0.0% | 339 | +1 | 1.52% | Q4 2025 | Feb 26, 2026 |
| Gleason Group, Inc. | History | Added to | 64 | 7 | 0.0% | 0.0% | 340 | +1 | 1.59% | Q4 2025 | Jan 15, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 60 | 6 | 0.0% | 0.0% | 341 | +1 | 1.69% | Q4 2025 | Feb 18, 2026 |
| Key FInancial Inc | History | No change | 61 | 6 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Wealth Watch Advisors, INC | History | Added to | 52 | 5 | 0.0% | 0.0% | 346 | +6 | 13.04% | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | Added to | 51 | 5 | 0.0% | 0.0% | 344 | +1 | 2.0% | Q4 2025 | Jan 12, 2026 |
| City State Bank | History | No change | 50 | 5 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 46 | 5 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Addison Advisors LLC | History | No change | 39 | 4 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Davidson Capital Management Inc. | History | Added to | 36 | 3 | 0.0% | 0.0% | 350 | +1 | 2.86% | Q4 2025 | Jan 28, 2026 |
| GW&K Investment Management, LLC | History | No change | 27 | 3 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 33 | 3 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Horizons Wealth Management | History | No change | 36 | 3 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| REAP Financial Group, LLC | History | No change | 34 | 3 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 24 | 2 | 0.0% | — | 354 | +24 | New | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 26 | 2 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Russell Investments Group, Ltd. | History | No change | 24 | 2 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| LRI Investments, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Triumph Capital Management | History | New | 14 | 1 | 0.0% | — | 361 | +14 | New | Q4 2025 | Feb 12, 2026 |
| Financial Management Professionals, Inc. | History | No change | 15 | 1 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Qube Research & Technologies Ltd | History | No change | 10 | 1 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Blueprint Investment Partners LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -14,095 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Blueprint Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -14,077 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,814 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rathbones Group PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,940 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Silver Coast Investments LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,709 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Curi Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,947 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,926 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,840 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,534 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -992 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -674 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -350 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Darwin Wealth Management, LLC | History | Reduced | 8 | 0 | — | 0.0% | — | -116 | -93.55% | Q4 2025 | Jan 22, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |