VANGUARD WORLD FUND - VIS
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,912,347 | 1,167,366 | 0.08% | 0.08% | 1 | -2,861 | -0.07% | Q4 2025 | Feb 17, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 971,306 | 289,818 | 4.28% | 4.12% | 2 | +47,747 | 5.17% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 958,367 | 285,958 | 0.02% | 0.02% | 3 | +24,512 | 2.62% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 575,517 | 171,722 | 0.03% | 0.03% | 4 | +42,322 | 7.94% | Q4 2025 | Feb 13, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 354,194 | 105,684 | 5.65% | 5.63% | 5 | -43,669 | -10.98% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 320,576 | 95,653 | 0.02% | 0.01% | 6 | +7,499 | 2.4% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Added to | 290,243 | 86,602 | 0.02% | 0.02% | 7 | +6,296 | 2.22% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 256,825 | 76,631 | 0.02% | 0.02% | 8 | -17,923 | -6.52% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 213,494 | 63,702 | 0.02% | 0.02% | 9 | +3,367 | 1.6% | Q4 2025 | Feb 18, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 153,644 | 45,846 | 0.04% | 0.04% | 10 | -2,289 | -1.47% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 149,902 | 44,732 | 0.01% | 0.01% | 11 | +7,168 | 5.02% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 143,594 | 42,845 | 0.05% | 0.05% | 12 | +3,319 | 2.37% | Q4 2025 | Feb 06, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 142,119 | 42,405 | 6.06% | 6.18% | 13 | +3,375 | 2.43% | Q4 2025 | Jan 27, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 139,541 | 41,636 | 0.0% | 0.0% | 14 | -2,793 | -1.96% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 130,596 | 38,967 | 0.01% | — | 15 | +130,596 | New | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 104,544 | 31,193 | 0.03% | 0.04% | 16 | -1,132 | -1.07% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 104,504 | 31,181 | 0.02% | 0.02% | 17 | +9,379 | 9.86% | Q4 2025 | Feb 10, 2026 |
| Lido Advisors, LLC | History | Added to | 102,937 | 30,590 | 0.09% | 0.09% | 18 | +5,942 | 6.13% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 100,159 | 29,885 | 0.05% | 0.06% | 19 | +1,717 | 1.74% | Q4 2025 | Mar 16, 2026 |
| Empower Advisory Group, LLC | History | Added to | 90,301 | 26,943 | 0.07% | 0.07% | 20 | +7,974 | 9.69% | Q4 2025 | Feb 12, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 86,647 | 25,853 | 0.83% | 0.83% | 21 | -225 | -0.26% | Q4 2025 | Feb 13, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 78,148 | 23,317 | 0.87% | 0.03% | 22 | +76,540 | 4759.95% | Q4 2025 | Feb 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 75,868 | 22,637 | 0.03% | 0.03% | 23 | -862 | -1.12% | Q4 2025 | Feb 12, 2026 |
| Harfst & Associates, Inc. | History | Reduced | 66,778 | 19,925 | 3.59% | 3.78% | 24 | -2,358 | -3.41% | Q4 2025 | Feb 10, 2026 |
| M&T BANK CORP | History | Reduced | 66,768 | 19,921 | 0.06% | 0.07% | 25 | -728 | -1.08% | Q4 2025 | Jan 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 64,281 | 19,195 | 0.03% | 0.03% | 26 | -2,495 | -3.74% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 63,534 | 18,957 | 0.05% | 0.05% | 27 | +2,839 | 4.68% | Q4 2025 | Feb 13, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 52,611 | 15,698 | 4.03% | 4.97% | 28 | -11,017 | -17.31% | Q4 2025 | Jan 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 51,566 | 15,386 | 0.08% | 0.09% | 29 | -223 | -0.43% | Q4 2025 | Feb 12, 2026 |
| Capital Advantage, Inc. | History | Added to | 51,555 | 15,383 | 2.08% | 2.28% | 30 | +334 | 0.65% | Q4 2025 | Jan 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 49,335 | 14,720 | 0.01% | 0.01% | 31 | +588 | 1.21% | Q4 2025 | Feb 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 46,852 | 13,979 | 0.05% | 0.04% | 32 | +13,362 | 39.9% | Q4 2025 | Feb 12, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 43,672 | 13,030 | 2.36% | 2.49% | 33 | +553 | 1.28% | Q4 2025 | Feb 17, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 40,545 | 12,097 | 2.77% | 2.77% | 34 | +532 | 1.33% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 38,007 | 11,950 | 0.02% | 0.02% | 35 | +2,219 | 6.2% | Q4 2025 | Jan 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 38,865 | 11,596 | 0.02% | 0.02% | 36 | -2,546 | -6.15% | Q4 2025 | Feb 02, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 38,505 | 11,489 | 0.05% | 0.05% | 37 | -1,200 | -3.02% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 36,614 | 10,924 | 0.0% | 0.0% | 38 | -2,835 | -7.19% | Q4 2025 | Mar 25, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 33,231 | 9,915 | 0.26% | 0.26% | 39 | -989 | -2.89% | Q4 2025 | Jan 07, 2026 |
| Corient Private Wealth LLC | History | Added to | 48,366 | 9,497 | 0.01% | 0.01% | 40 | +29,063 | 150.56% | Q4 2025 | Mar 09, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 31,140 | 9,292 | 0.02% | 0.03% | 41 | -8,555 | -21.55% | Q4 2025 | Feb 11, 2026 |
| Polianta Ltd | History | New | 29,900 | 8,921 | 1.17% | — | 42 | +29,900 | New | Q4 2025 | Jan 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 29,279 | 8,736 | 0.38% | 0.39% | 43 | -36 | -0.12% | Q4 2025 | Jan 29, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 27,375 | 8,168 | 2.91% | 1.79% | 44 | +64 | 0.23% | Q4 2025 | Feb 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 39,607 | 8,017 | 0.19% | 0.22% | 45 | +17 | 0.04% | Q4 2025 | Feb 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 25,241 | 7,531 | 0.01% | 0.02% | 46 | -8,336 | -24.83% | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Added to | 24,349 | 7,264 | 0.01% | 0.01% | 47 | +3,616 | 17.44% | Q4 2025 | Feb 13, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 23,735 | 7,082 | 1.59% | 1.67% | 48 | -186 | -0.78% | Q4 2025 | Jan 12, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 23,004 | 6,864 | 4.37% | 4.76% | 49 | -2,465 | -9.68% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 22,087 | 6,590 | 0.03% | 0.03% | 50 | -620 | -2.73% | Q4 2025 | Feb 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 21,457 | 6,402 | 0.05% | 0.04% | 51 | +3,796 | 21.49% | Q4 2025 | Jan 14, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 21,396 | 6,384 | 0.52% | 0.46% | 52 | +3,376 | 18.73% | Q4 2025 | Jan 23, 2026 |
| Quantinno Capital Management LP | History | Reduced | 20,585 | 6,142 | 0.01% | 0.02% | 53 | -1,721 | -7.72% | Q4 2025 | Feb 17, 2026 |
| ESG Planning DBA Harper Investing | History | Added to | 20,143 | 6,010 | 2.59% | 2.59% | 54 | +1,813 | 9.89% | Q4 2025 | Feb 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 20,000 | 5,967 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sharper & Granite LLC | History | Reduced | 19,632 | 5,857 | 2.06% | 2.08% | 56 | -7 | -0.04% | Q4 2025 | Jan 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 19,583 | 5,843 | 0.02% | 0.01% | 57 | +1,486 | 8.21% | Q4 2025 | Feb 17, 2026 |
| SYON CAPITAL LLC | History | Reduced | 18,861 | 5,627 | 0.28% | 0.31% | 58 | -450 | -2.33% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 18,389 | 5,487 | 0.0% | 0.0% | 59 | +1,290 | 7.54% | Q4 2025 | Feb 17, 2026 |
| Keebeck Wealth Management | History | Reduced | 17,729 | 5,289 | 0.61% | 0.63% | 60 | -235 | -1.31% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 17,174 | 5,124 | 0.0% | 0.0% | 61 | +5,284 | 44.44% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 17,142 | 5,115 | 0.01% | 0.01% | 62 | -82 | -0.48% | Q4 2025 | Feb 05, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 17,078 | 5,095 | 2.03% | 2.07% | 63 | +253 | 1.5% | Q4 2025 | Jan 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 17,060 | 5,090 | 0.02% | 0.02% | 64 | +700 | 4.28% | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 16,786 | 5,008 | 0.11% | 0.17% | 65 | -38 | -0.23% | Q4 2025 | Feb 05, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 16,649 | 4,967 | 1.4% | 1.42% | 66 | +207 | 1.26% | Q4 2025 | Jan 23, 2026 |
| BAILARD, INC. | History | Added to | 16,139 | 4,815 | 0.11% | 0.1% | 67 | +793 | 5.17% | Q4 2025 | Feb 04, 2026 |
| Retirement Planning Group, LLC | History | Added to | 15,717 | 4,689 | 0.15% | 0.02% | 68 | +13,412 | 581.87% | Q4 2025 | Feb 03, 2026 |
| Bonfire Financial | History | Added to | 15,630 | 4,663 | 3.48% | 3.48% | 69 | +344 | 2.25% | Q4 2025 | Jan 27, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 15,526 | 4,632 | 1.47% | 1.47% | 70 | +321 | 2.11% | Q4 2025 | Jan 28, 2026 |
| Pathstone Holdings, LLC | History | New | 14,946 | 4,459 | 0.02% | — | 71 | +14,946 | New | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 14,793 | 4,414 | 0.0% | 0.0% | 72 | -109 | -0.73% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 14,719 | 4,391 | 0.06% | 0.06% | 73 | +404 | 2.82% | Q4 2025 | Feb 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 14,525 | 4,333 | 0.0% | 0.0% | 74 | +1,119 | 8.35% | Q4 2025 | Feb 12, 2026 |
| Curran Financial Partners, LLC | History | Added to | 14,272 | 4,258 | 0.81% | 0.83% | 75 | +132 | 0.93% | Q4 2025 | Jan 22, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 14,024 | 4,184 | 0.03% | 0.03% | 76 | +2,226 | 18.87% | Q4 2025 | Feb 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 13,915 | 4,152 | 0.03% | 0.02% | 77 | +1,484 | 11.94% | Q4 2025 | Jan 27, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 13,290 | 4,105 | 0.36% | 0.36% | 78 | -333 | -2.44% | Q4 2025 | Jan 28, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 13,065 | 3,898 | 0.09% | 0.1% | 79 | -1,176 | -8.26% | Q4 2025 | Feb 03, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 12,324 | 3,677 | 0.02% | 0.03% | 80 | -8,736 | -41.48% | Q4 2025 | Jan 29, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 12,294 | 3,668 | 2.13% | 2.24% | 81 | -492 | -3.85% | Q4 2025 | Jan 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 12,114 | 3,614 | 0.04% | 0.03% | 82 | +200 | 1.68% | Q4 2025 | Feb 13, 2026 |
| Sierra Capital LLC | History | No change | 11,995 | 3,579 | 0.38% | 0.39% | 83 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 11,990 | 3,577 | 0.05% | 0.05% | 84 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 11,905 | 3,552 | 0.84% | 1.73% | 85 | -12,817 | -51.84% | Q4 2025 | Feb 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 11,833 | 3,530 | 0.01% | 0.0% | 86 | +4,165 | 54.32% | Q4 2025 | Feb 17, 2026 |
| WBH ADVISORY INC | History | Reduced | 11,571 | 3,452 | 0.26% | 0.26% | 87 | -65 | -0.56% | Q4 2025 | Jan 26, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 11,238 | 3,353 | 0.0% | 0.0% | 88 | +9,773 | 667.1% | Q4 2025 | Feb 17, 2026 |
| Joule Financial, LLC | History | Added to | 11,164 | 3,331 | 1.0% | 0.99% | 89 | +22 | 0.2% | Q4 2025 | Jan 20, 2026 |
| Atria Investments, Inc | History | Reduced | 11,162 | 3,330 | 0.04% | 0.04% | 90 | -988 | -8.13% | Q4 2025 | Feb 05, 2026 |
| Axiom Financial Strategies, LLC | History | Reduced | 11,101 | 3,312 | 1.39% | 1.42% | 91 | -42 | -0.38% | Q4 2025 | Jan 23, 2026 |
| Crown Wealth Group, LLC | History | New | 10,879 | 3,246 | 0.91% | — | 92 | +10,879 | New | Q4 2025 | Jan 28, 2026 |
| Anchor Investment Management, LLC | History | Added to | 10,870 | 3,243 | 0.26% | 0.26% | 93 | +159 | 1.48% | Q4 2025 | Feb 26, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 10,320 | 3,079 | 0.14% | 0.14% | 94 | -230 | -2.18% | Q4 2025 | Feb 17, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 9,895 | 3,059 | 0.07% | 0.07% | 95 | +41 | 0.42% | Q4 2025 | Jan 08, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 10,014 | 2,987 | 0.09% | 0.12% | 96 | -2,883 | -22.35% | Q4 2025 | Jan 05, 2026 |
| COMERICA BANK | History | Added to | 9,883 | 2,948 | 0.01% | 0.01% | 97 | +654 | 7.09% | Q4 2025 | Jan 29, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 9,879 | 2,947 | 0.32% | 0.33% | 98 | -25 | -0.25% | Q4 2025 | Jan 20, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 9,733 | 2,904 | 0.0% | 0.01% | 99 | -1,053 | -9.76% | Q4 2025 | Feb 13, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 9,661 | 2,882 | 0.57% | 0.59% | 100 | -50 | -0.51% | Q4 2025 | Jan 14, 2026 |
| Ledyard National Bank | History | Reduced | 9,656 | 2,881 | 0.25% | 0.27% | 101 | -521 | -5.12% | Q4 2025 | Jan 21, 2026 |
| NORTHERN TRUST CORP | History | Added to | 9,495 | 2,833 | 0.0% | 0.0% | 102 | +1,194 | 14.38% | Q4 2025 | Feb 17, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 9,485 | 2,829 | 0.24% | 0.25% | 103 | -305 | -3.12% | Q4 2025 | Feb 03, 2026 |
| Gibraltar Capital Management, Inc. | History | No change | 9,430 | 2,813 | 0.48% | 0.5% | 104 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Reduced | 9,250 | 2,760 | 1.04% | 1.09% | 105 | -133 | -1.42% | Q4 2025 | Jan 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 9,211 | 2,750 | 0.05% | 0.04% | 106 | +1,158 | 14.38% | Q4 2025 | Feb 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 8,987 | 2,681 | 0.01% | 0.01% | 107 | +1,804 | 25.11% | Q4 2025 | Feb 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 8,947 | 2,669 | 0.07% | 0.08% | 108 | +559 | 6.66% | Q4 2025 | Feb 02, 2026 |
| CITIGROUP INC | History | Reduced | 8,877 | 2,648 | 0.0% | 0.0% | 109 | -125 | -1.39% | Q4 2025 | Feb 13, 2026 |
| Advisors Capital Management, LLC | History | Added to | 8,877 | 2,648 | 0.03% | 0.03% | 110 | +84 | 0.96% | Q4 2025 | Jan 29, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 8,474 | 2,528 | 0.48% | 0.35% | 111 | -15 | -0.18% | Q4 2025 | Feb 02, 2026 |
| Royal Fund Management, LLC | History | Added to | 8,347 | 2,505 | 0.23% | 0.26% | 112 | +1,120 | 15.5% | Q4 2025 | Jan 15, 2026 |
| Fisher Asset Management, LLC | History | Added to | 8,353 | 2,492 | 0.0% | 0.0% | 113 | +295 | 3.66% | Q4 2025 | Feb 09, 2026 |
| Cerity Partners LLC | History | Added to | 8,116 | 2,421 | 0.0% | 0.0% | 114 | +295 | 3.77% | Q4 2025 | Feb 11, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 8,047 | 2,401 | 0.97% | 0.84% | 115 | +686 | 9.32% | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 7,952 | 2,372 | 0.03% | 0.04% | 116 | +786 | 10.97% | Q4 2025 | Jan 29, 2026 |
| Cresset Asset Management, LLC | History | Added to | 7,676 | 2,290 | 0.01% | 0.01% | 117 | +4 | 0.05% | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 7,578 | 2,261 | 0.06% | 0.06% | 118 | +333 | 4.6% | Q4 2025 | Jan 23, 2026 |
| Focus Partners Wealth | History | Added to | 7,523 | 2,244 | 0.0% | 0.0% | 119 | +5,308 | 239.64% | Q4 2025 | Feb 13, 2026 |
| RCW Management, LLC | History | New | 7,457 | 2,225 | 2.25% | — | 120 | +7,457 | New | Q4 2025 | Jan 30, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 7,375 | 2,200 | 0.32% | 0.32% | 121 | +227 | 3.18% | Q4 2025 | Feb 10, 2026 |
| Smith Asset Management Co., LLC | History | Added to | 7,127 | 2,126 | 1.76% | 1.41% | 122 | +1,546 | 27.7% | Q4 2025 | Feb 19, 2026 |
| Elm Partners Management LLC | History | Added to | 6,882 | 2,053 | 0.09% | 0.07% | 123 | +1,973 | 40.19% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Reduced | 6,777 | 2,022 | 0.01% | 0.02% | 124 | -5,398 | -44.34% | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | Reduced | 6,775 | 2,021 | 0.03% | 0.03% | 125 | -5 | -0.07% | Q4 2025 | Feb 03, 2026 |
| Calder Financial LLC | History | New | 6,740 | 2,011 | 1.97% | — | 126 | +6,740 | New | Q4 2025 | Jan 23, 2026 |
| Fischer Financial Services, Inc. | History | Reduced | 6,732 | 2,008 | 0.53% | 0.54% | 127 | -14 | -0.21% | Q4 2025 | Feb 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 6,603 | 1,970 | 0.03% | 0.02% | 128 | +555 | 9.18% | Q4 2025 | Feb 02, 2026 |
| Apollon Financial, LLC | History | Added to | 6,561 | 1,957 | 0.28% | 0.31% | 129 | +183 | 2.87% | Q4 2025 | Jan 22, 2026 |
| Clearstead Advisors, LLC | History | Added to | 6,486 | 1,935 | 0.02% | 0.03% | 130 | +2 | 0.03% | Q4 2025 | Feb 09, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 6,426 | 1,917 | 0.07% | 0.07% | 131 | +17 | 0.27% | Q4 2025 | Feb 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 6,273 | 1,871 | 0.01% | 0.01% | 132 | -239 | -3.67% | Q4 2025 | Jan 29, 2026 |
| Riverview Capital Advisers, LLC | History | Reduced | 6,178 | 1,843 | 0.56% | 0.63% | 133 | -1,196 | -16.22% | Q4 2025 | Feb 17, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 6,120 | 1,826 | 0.66% | 0.67% | 134 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Capital Management Associates, Inc | History | Added to | 6,050 | 1,805 | 0.4% | 0.27% | 135 | +2,629 | 76.85% | Q4 2025 | Jan 21, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 6,041 | 1,802 | 1.52% | 1.59% | 136 | -234 | -3.73% | Q4 2025 | Feb 18, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | New | 6,029 | 1,798 | 0.08% | — | 137 | +6,029 | New | Q4 2025 | Feb 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 5,961 | 1,778 | 0.01% | 0.01% | 138 | +505 | 9.26% | Q4 2025 | Feb 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 5,905 | 1,762 | 0.05% | 0.05% | 139 | +270 | 4.79% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,890 | 1,757 | 0.01% | 0.01% | 140 | +201 | 3.53% | Q4 2025 | Feb 02, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,400 | 1,611 | 0.01% | 0.01% | 141 | +1 | 0.02% | Q4 2025 | Jan 28, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 5,326 | 1,589 | 0.41% | 0.39% | 142 | +277 | 5.49% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Added to | 5,315 | 1,585 | 0.0% | 0.0% | 143 | +616 | 13.11% | Q4 2025 | Jan 23, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 5,179 | 1,545 | 0.03% | 0.01% | 144 | +3,439 | 197.64% | Q4 2025 | Feb 06, 2026 |
| XTX Topco Ltd | History | Added to | 5,021 | 1,498 | 0.04% | 0.04% | 145 | +2,715 | 117.74% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 4,951 | 1,477 | 0.0% | — | 146 | +4,951 | New | Q4 2025 | Feb 13, 2026 |
| Private Wealth Advisors, LLC | History | Reduced | 4,936 | 1,472 | 0.47% | 0.5% | 147 | -35 | -0.7% | Q4 2025 | Feb 06, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 4,807 | 1,434 | 0.07% | 0.08% | 148 | -79 | -1.62% | Q4 2025 | Jan 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 4,778 | 1,425 | 0.02% | 0.02% | 149 | +194 | 4.23% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,756 | 1,419 | 0.03% | 0.03% | 150 | +46 | 0.98% | Q4 2025 | Feb 09, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 4,692 | 1,399 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Added to | 4,667 | 1,392 | 0.64% | 0.64% | 152 | +42 | 0.91% | Q4 2025 | Jan 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 4,660 | 1,390 | 0.03% | 0.02% | 153 | +54 | 1.17% | Q4 2025 | Feb 11, 2026 |
| MontVue Capital Management, Inc. | History | Reduced | 4,578 | 1,365 | 0.91% | 0.91% | 154 | -7 | -0.15% | Q4 2025 | Jan 27, 2026 |
| Waldron Private Wealth LLC | History | Added to | 4,511 | 1,346 | 0.05% | 0.05% | 155 | +1 | 0.02% | Q4 2025 | Jan 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 4,501 | 1,343 | 0.04% | — | 156 | +4,501 | New | Q4 2025 | Feb 13, 2026 |
| Community Bank, N.A. | History | No change | 4,400 | 1,312 | 0.16% | 0.16% | 157 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | History | Reduced | 4,280 | 1,277 | 0.8% | 0.76% | 158 | -20 | -0.47% | Q4 2025 | Feb 12, 2026 |
| SouthState Bank Corp | History | No change | 4,224 | 1,260 | 0.06% | 0.06% | 159 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 4,150 | 1,238 | 0.07% | 0.06% | 160 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 4,130 | 1,232 | 0.0% | 0.0% | 161 | -78 | -1.85% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 4,120 | 1,229 | 0.01% | — | 162 | +4,120 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,000 | 1,193 | 0.0% | 0.0% | 163 | -15,847 | -79.85% | Q4 2025 | Feb 17, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 3,987 | 1,189 | 0.05% | 0.05% | 164 | -19 | -0.47% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 3,971 | 1,184 | 0.0% | 0.0% | 165 | +873 | 28.18% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 3,898 | 1,163 | 0.01% | 0.01% | 166 | -1,100 | -22.01% | Q4 2025 | Feb 12, 2026 |
| Keel Point, LLC | History | No change | 3,799 | 1,133 | 0.07% | 0.07% | 167 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Birchcreek Wealth Management, LLC | History | Reduced | 3,747 | 1,118 | 0.55% | 0.8% | 168 | -1,452 | -27.93% | Q4 2025 | Jan 16, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3,746 | 1,117 | 0.0% | 0.01% | 169 | -190 | -4.83% | Q4 2025 | Feb 18, 2026 |
| Western Wealth Management, LLC | History | Added to | 3,728 | 1,112 | 0.05% | 0.05% | 170 | +213 | 6.06% | Q4 2025 | Feb 05, 2026 |
| RBA Wealth Management, LLC | History | Added to | 3,710 | 1,107 | 0.38% | 0.38% | 171 | +27 | 0.73% | Q4 2025 | Jan 26, 2026 |
| BlackRock, Inc. | History | Added to | 3,667 | 1,094 | 0.0% | 0.0% | 172 | +1,787 | 95.05% | Q4 2025 | Feb 12, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 3,650 | 1,089 | 0.15% | 0.17% | 173 | -250 | -6.41% | Q4 2025 | Jan 14, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 3,647 | 1,088 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HANOVER ADVISORS INC | History | No change | 3,643 | 1,086 | 0.42% | 0.42% | 175 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 3,617 | 1,079 | 0.05% | 0.05% | 176 | -212 | -5.54% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 3,595 | 1,072 | 0.01% | 0.01% | 177 | +165 | 4.81% | Q4 2025 | Jan 26, 2026 |
| World Investment Advisors | History | Added to | 3,543 | 1,057 | 0.02% | 0.01% | 178 | +1,398 | 65.17% | Q4 2025 | Mar 12, 2026 |
| Game Plan Financial Advisors, LLC | History | Reduced | 3,484 | 1,039 | 0.42% | 0.43% | 179 | -10 | -0.29% | Q4 2025 | Jan 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,447 | 1,028 | 0.06% | 0.07% | 180 | +68 | 2.01% | Q4 2025 | Feb 06, 2026 |
| City State Bank | History | Reduced | 3,447 | 1,028 | 0.28% | 0.3% | 181 | -15 | -0.43% | Q4 2025 | Jan 28, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 3,416 | 1,019 | 0.07% | 0.07% | 182 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Idaho Trust Co | History | Reduced | 3,327 | 992 | 0.33% | 0.41% | 183 | -780 | -18.99% | Q4 2025 | Feb 05, 2026 |
| Asset One Wealth Management LLC | History | New | 3,038 | 985 | 0.13% | — | 184 | +3,038 | New | Q4 2025 | Feb 17, 2026 |
| Activest Wealth Management | History | Added to | 3,290 | 981 | 0.18% | 0.2% | 185 | +8 | 0.24% | Q4 2025 | Jan 30, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 3,271 | 976 | 0.06% | 0.06% | 186 | +41 | 1.27% | Q4 2025 | Feb 18, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 3,252 | 970 | 0.67% | 0.69% | 187 | -25 | -0.76% | Q4 2025 | Jan 22, 2026 |
| Northstar Group, Inc. | History | Added to | 3,243 | 967 | 0.13% | 0.13% | 188 | +159 | 5.16% | Q4 2025 | Feb 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 3,229 | 963 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Visionary Wealth Advisors | History | Reduced | 3,202 | 955 | 0.04% | 0.05% | 191 | -357 | -10.03% | Q4 2025 | Feb 13, 2026 |
| Zhang Financial LLC | History | No change | 3,203 | 955 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | No change | 3,157 | 942 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 3,129 | 933 | 0.21% | 0.23% | 193 | -101 | -3.13% | Q4 2025 | Jan 06, 2026 |
| Clark Capital Management Group, Inc. | History | New | 3,125 | 932 | 0.01% | — | 195 | +3,125 | New | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | New | 3,124 | 932 | 0.0% | — | 194 | +3,124 | New | Q4 2025 | Feb 17, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 3,115 | 929 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 3,099 | 924 | 0.0% | 0.0% | 197 | -3,890 | -55.66% | Q4 2025 | Feb 13, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 3,068 | 915 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 3,041 | 907 | 0.32% | 0.35% | 199 | -46 | -1.49% | Q4 2025 | Feb 13, 2026 |
| Counterweight Ventures, LLC | History | No change | 3,030 | 904 | 0.51% | 0.52% | 200 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,029 | 903 | 0.01% | 0.01% | 201 | -138 | -4.36% | Q4 2025 | Jan 23, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 3,012 | 898 | 0.0% | 0.0% | 202 | -54 | -1.76% | Q4 2025 | Feb 12, 2026 |
| Essex Financial Services, Inc. | History | Added to | 2,994 | 893 | 0.05% | 0.05% | 203 | +33 | 1.11% | Q4 2025 | Feb 10, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 2,975 | 887 | 0.22% | 0.23% | 204 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Gotham Asset Management, LLC | History | Added to | 2,951 | 880 | 0.0% | 0.0% | 205 | +2,212 | 299.32% | Q4 2025 | Feb 17, 2026 |
| Simmons Bank | History | Reduced | 2,902 | 865 | 0.06% | 0.06% | 206 | -32 | -1.09% | Q4 2025 | Feb 05, 2026 |
| Eagle Wealth Advisors LLC | History | New | 2,882 | 859 | 0.73% | — | 207 | +2,882 | New | Q4 2025 | Jan 29, 2026 |
| Sigma Planning Corp | History | Reduced | 2,832 | 845 | 0.02% | 0.03% | 208 | -287 | -9.2% | Q4 2025 | Jan 30, 2026 |
| Narwhal Capital Management | History | No change | 2,799 | 835 | 0.06% | 0.06% | 209 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CHRISTINE MESSMER PC | History | New | 2,798 | 834 | 0.54% | — | 210 | +2,798 | New | Q4 2025 | Feb 03, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 2,753 | 821 | 0.02% | 0.02% | 211 | +78 | 2.92% | Q4 2025 | Jan 14, 2026 |
| Jacobs Equity LLC | History | New | 2,728 | 813 | 0.78% | — | 212 | +2,728 | New | Q4 2025 | Feb 19, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 2,711 | 808 | 0.0% | — | 213 | +2,711 | New | Q4 2025 | Feb 17, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 2,685 | 801 | 0.17% | 0.17% | 214 | +50 | 1.9% | Q4 2025 | Jan 27, 2026 |
| Caprock Group, LLC | History | No change | 2,662 | 794 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | New | 2,621 | 781 | 0.28% | — | 216 | +2,621 | New | Q4 2025 | Mar 26, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 2,604 | 776 | 0.03% | 0.03% | 217 | -189 | -6.77% | Q4 2025 | Jan 07, 2026 |
| MAI Capital Management | History | Added to | 2,595 | 774 | 0.0% | 0.0% | 218 | +76 | 3.02% | Q4 2025 | Feb 13, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 2,595 | 774 | 0.28% | 0.29% | 219 | -30 | -1.14% | Q4 2025 | Feb 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 2,592 | 773 | 0.0% | — | 220 | +2,592 | New | Q4 2025 | Feb 05, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 2,583 | 770 | 0.05% | 0.05% | 221 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Olistico Wealth, LLC | History | Added to | 2,561 | 764 | 0.37% | 0.39% | 222 | +45 | 1.79% | Q4 2025 | Jan 13, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 2,550 | 760 | 0.06% | 0.07% | 223 | -97 | -3.66% | Q4 2025 | Jan 28, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 2,543 | 758 | 0.03% | 0.03% | 224 | +282 | 12.47% | Q4 2025 | Feb 12, 2026 |
| Financial Freedom, LLC | History | Added to | 2,533 | 755 | 0.37% | 0.37% | 225 | +3 | 0.12% | Q4 2025 | Feb 17, 2026 |
| DAVENPORT & Co LLC | History | No change | 2,529 | 754 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 2,506 | 747 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 2,445 | 729 | 0.01% | 0.02% | 228 | -159 | -6.11% | Q4 2025 | Feb 19, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 2,400 | 716 | 0.0% | 0.0% | 229 | -1,600 | -40.0% | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 2,377 | 709 | 0.0% | 0.0% | 230 | -444 | -15.74% | Q4 2025 | Feb 10, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 2,356 | 702 | 0.07% | 0.07% | 231 | +174 | 7.97% | Q4 2025 | Jan 27, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 2,352 | 701 | 0.11% | 0.13% | 232 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 2,307 | 688 | 0.2% | 0.22% | 233 | -43 | -1.83% | Q4 2025 | Feb 11, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 2,301 | 686 | 0.08% | — | 234 | +2,301 | New | Q4 2025 | Feb 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 2,298 | 685 | 0.07% | 0.08% | 235 | +44 | 1.95% | Q4 2025 | Jan 23, 2026 |
| London & Capital Asset Management Ltd | History | New | 2,281 | 680 | 0.01% | — | 237 | +2,281 | New | Q4 2025 | Feb 17, 2026 |
| BANQUE PICTET & CIE SA | History | Added to | 2,280 | 680 | 0.0% | 0.0% | 236 | +285 | 14.29% | Q4 2025 | Jan 16, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 2,274 | 678 | 0.02% | — | 238 | +2,274 | New | Q4 2025 | Feb 09, 2026 |
| FIDUCIARY TRUST CO | History | No change | 2,268 | 676 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 2,250 | 671 | 0.08% | — | 240 | +2,250 | New | Q4 2025 | Jan 27, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 2,245 | 669 | 0.0% | 0.0% | 241 | -155 | -6.46% | Q4 2025 | Jan 30, 2026 |
| RFG Advisory, LLC | History | New | 2,239 | 668 | 0.01% | — | 242 | +2,239 | New | Q4 2025 | Feb 03, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 2,219 | 662 | 0.01% | 0.01% | 243 | +975 | 78.38% | Q4 2025 | Jan 30, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 2,209 | 659 | 0.01% | 0.01% | 244 | -112 | -4.83% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 2,185 | 652 | 0.04% | 0.04% | 245 | +35 | 1.63% | Q4 2025 | Jan 23, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 2,175 | 648 | 0.01% | 0.01% | 246 | -50 | -2.25% | Q4 2025 | Jan 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 2,156 | 643 | 0.01% | 0.01% | 247 | -50 | -2.27% | Q4 2025 | Feb 09, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 2,135 | 637 | 0.01% | — | 249 | +2,135 | New | Q4 2025 | Feb 13, 2026 |
| Asset Advisors Investment Management, LLC | History | No change | 2,135 | 637 | 0.06% | 0.06% | 248 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Concorde Asset Management, LLC | History | New | 2,132 | 636 | 0.25% | — | 250 | +2,132 | New | Q4 2025 | Feb 13, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 2,125 | 634 | 0.15% | 0.15% | 251 | +1 | 0.05% | Q4 2025 | Jan 23, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 2,114 | 630 | 0.04% | 0.04% | 252 | +161 | 8.24% | Q4 2025 | Feb 10, 2026 |
| tru Independence LLC | History | Reduced | 2,097 | 625 | 0.16% | 0.17% | 253 | -96 | -4.38% | Q4 2025 | Jan 22, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 2,062 | 615 | 0.03% | 0.03% | 254 | -55 | -2.6% | Q4 2025 | Feb 09, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 2,045 | 610 | 0.01% | 0.01% | 255 | +111 | 5.74% | Q4 2025 | Jan 20, 2026 |
| Advisory Services Network, LLC | History | Added to | 2,034 | 607 | 0.01% | 0.01% | 256 | +4 | 0.2% | Q4 2025 | Feb 17, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 2,031 | 606 | 0.02% | 0.04% | 257 | -2,886 | -58.69% | Q4 2025 | Feb 05, 2026 |
| Global Financial Private Client, LLC | History | Added to | 2,031 | 606 | 0.21% | 0.21% | 258 | +12 | 0.59% | Q4 2025 | Jan 27, 2026 |
| Ascent Group, LLC | History | No change | 2,014 | 601 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| DOLIVER ADVISORS, LP | History | New | 2,004 | 597 | 0.15% | — | 260 | +2,004 | New | Q4 2025 | Jan 06, 2026 |
| Hirtle Callaghan & Co LLC | History | No change | 2,004 | 597 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| EFG International AG | History | New | 2,000 | 596 | 0.01% | — | 262 | +2,000 | New | Q4 2025 | Feb 17, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Reduced | 1,973 | 588 | 0.03% | 0.05% | 263 | -1,080 | -35.38% | Q4 2025 | Jan 23, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 1,960 | 585 | 0.04% | 0.04% | 264 | -86 | -4.2% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Reduced | 1,913 | 570 | 0.0% | 0.0% | 265 | -84 | -4.21% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,881 | 561 | 0.0% | — | 266 | +1,881 | New | Q4 2025 | Feb 18, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 1,879 | 560 | 0.05% | 0.06% | 267 | -4 | -0.21% | Q4 2025 | Feb 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 1,869 | 557 | 0.02% | 0.02% | 268 | -156 | -7.7% | Q4 2025 | Jan 12, 2026 |
| BBR PARTNERS, LLC | History | No change | 1,861 | 555 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 1,845 | 550 | 0.01% | 0.01% | 270 | +49 | 2.73% | Q4 2025 | Feb 13, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 1,839 | 548 | 0.19% | — | 272 | +1,839 | New | Q4 2025 | Feb 12, 2026 |
| Rehmann Capital Advisory Group | History | No change | 1,839 | 548 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q4 2025 | Mar 04, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 1,836 | 547 | 0.33% | 0.32% | 273 | -13 | -0.7% | Q4 2025 | Feb 06, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 1,808 | 539 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,799 | 536 | 0.01% | 0.01% | 275 | +617 | 52.2% | Q4 2025 | Feb 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 1,759 | 524 | 0.01% | 0.0% | 276 | +501 | 39.83% | Q4 2025 | Jan 29, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 1,743 | 520 | 0.07% | 0.07% | 277 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Quartz Partners, LLC | History | Added to | 1,739 | 518 | 0.19% | 0.18% | 278 | +46 | 2.72% | Q4 2025 | Feb 13, 2026 |
| SCS Capital Management LLC | History | Reduced | 1,730 | 516 | 0.01% | 0.01% | 279 | -595 | -25.59% | Q4 2025 | Feb 10, 2026 |
| Hilltop Holdings Inc. | History | Added to | 1,717 | 512 | 0.03% | 0.03% | 280 | +28 | 1.66% | Q4 2025 | Feb 17, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | New | 1,710 | 510 | 0.03% | — | 281 | +1,710 | New | Q4 2025 | Feb 13, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 1,708 | 509 | 0.07% | 0.07% | 282 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INGALLS & SNYDER LLC | History | No change | 1,701 | 508 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 1,695 | 505 | 0.0% | 0.0% | 284 | -266 | -13.56% | Q4 2025 | Feb 11, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 1,680 | 501 | 0.06% | 0.06% | 285 | +94 | 5.93% | Q4 2025 | Feb 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 1,676 | 500 | 0.0% | 0.0% | 286 | +134 | 8.69% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,667 | 497 | 0.0% | 0.0% | 287 | +476 | 39.97% | Q4 2025 | Feb 17, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,656 | 494 | 0.07% | 0.07% | 288 | +82 | 5.21% | Q4 2025 | Jan 22, 2026 |
| IFP Advisors, Inc | History | Added to | 1,649 | 492 | 0.01% | 0.01% | 289 | +94 | 6.05% | Q4 2025 | Feb 06, 2026 |
| Hardy Reed LLC | History | No change | 1,650 | 492 | 0.04% | 0.04% | 290 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Added to | 1,624 | 484 | 0.23% | 0.19% | 291 | +280 | 20.83% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 1,614 | 481 | 0.01% | 0.01% | 292 | +17 | 1.06% | Q4 2025 | Feb 11, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 1,585 | 472 | 0.25% | 0.27% | 293 | +5 | 0.32% | Q4 2025 | Feb 09, 2026 |
| Brookstone Capital Management | History | Reduced | 1,560 | 465 | 0.01% | 0.01% | 294 | -54 | -3.35% | Q4 2025 | Jan 15, 2026 |
| CHOREO, LLC | History | Added to | 1,542 | 464 | 0.01% | 0.01% | 295 | +22 | 1.45% | Q4 2025 | Jan 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,541 | 459 | 0.01% | 0.01% | 296 | +20 | 1.31% | Q4 2025 | Feb 06, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 1,514 | 451 | 0.05% | 0.06% | 297 | -75 | -4.72% | Q4 2025 | Jan 22, 2026 |
| Kovack Advisors, Inc. | History | Added to | 1,456 | 434 | 0.02% | 0.02% | 298 | +730 | 100.55% | Q4 2025 | Feb 17, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 1,445 | 431 | 0.23% | 0.39% | 299 | -802 | -35.69% | Q4 2025 | Jan 14, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 1,438 | 429 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 1,406 | 423 | 0.04% | 0.04% | 301 | +123 | 9.59% | Q4 2025 | Feb 17, 2026 |
| ProVise Management Group, LLC | History | Reduced | 1,414 | 421 | 0.03% | 0.03% | 302 | -15 | -1.05% | Q4 2025 | Jan 29, 2026 |
| NCM Capital Management, LLC | History | No change | 1,405 | 419 | 0.16% | 0.16% | 303 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 1,401 | 418 | 0.25% | 0.3% | 304 | -94 | -6.29% | Q4 2025 | Jan 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 1,398 | 417 | 0.0% | 0.0% | 306 | -94 | -6.3% | Q4 2025 | Feb 18, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 1,398 | 417 | 0.01% | 0.01% | 305 | +7 | 0.5% | Q4 2025 | Feb 03, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 1,398 | 417 | 0.53% | 0.5% | 307 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | No change | 1,389 | 414 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 1,375 | 410 | 0.02% | 0.02% | 309 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KPP Advisory Services LLC | History | Added to | 1,373 | 409 | 0.06% | 0.06% | 310 | +18 | 1.33% | Q4 2025 | Feb 02, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 1,364 | 407 | 0.05% | 0.05% | 311 | +35 | 2.63% | Q4 2025 | Jan 07, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 1,362 | 406 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 1,353 | 403 | 0.36% | — | 313 | +1,353 | New | Q4 2025 | Feb 05, 2026 |
| IHT Wealth Management, LLC | History | Added to | 1,348 | 402 | 0.01% | 0.01% | 314 | +71 | 5.56% | Q4 2025 | Feb 17, 2026 |
| McAdam, LLC | History | Added to | 1,307 | 390 | 0.02% | 0.02% | 315 | +31 | 2.43% | Q4 2025 | Feb 13, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 1,292 | 385 | 0.12% | 0.14% | 316 | -127 | -8.95% | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 1,287 | 384 | 0.0% | 0.0% | 318 | -820 | -38.92% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,289 | 384 | 0.0% | 0.0% | 317 | -154 | -10.67% | Q4 2025 | Feb 09, 2026 |
| Mystic Asset Management, Inc. | History | Added to | 1,275 | 380 | 0.09% | 0.08% | 319 | +34 | 2.74% | Q4 2025 | Jan 28, 2026 |
| Bluesphere Advisors LLC | History | Added to | 1,254 | 374 | 0.17% | 0.17% | 320 | +4 | 0.32% | Q4 2025 | Jan 21, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 1,252 | 373 | 0.08% | 0.08% | 321 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Montis Financial, LLC | History | Reduced | 1,244 | 371 | 0.07% | 0.15% | 322 | -938 | -42.99% | Q4 2025 | Feb 11, 2026 |
| Redwood Financial Network Corp | History | Reduced | 1,238 | 369 | 0.24% | 0.25% | 323 | -109 | -8.09% | Q4 2025 | Feb 10, 2026 |
| Key FInancial Inc | History | Reduced | 1,229 | 366 | 0.07% | 0.07% | 324 | -41 | -3.23% | Q4 2025 | Feb 09, 2026 |
| One Capital Management, LLC | History | Added to | 1,207 | 360 | 0.01% | 0.01% | 325 | +282 | 30.49% | Q4 2025 | Feb 10, 2026 |
| Gallacher Capital Management LLC | History | Added to | 1,208 | 360 | 0.14% | 0.13% | 326 | +68 | 5.96% | Q4 2025 | Feb 03, 2026 |
| TFB Advisors LLC | History | No change | 1,209 | 360 | 0.1% | 0.1% | 327 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WULFF, HANSEN & CO. | History | No change | 1,190 | 355 | 0.3% | 0.3% | 328 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Daybright Advisory Services, Inc. | History | New | 1,171 | 349 | 0.09% | — | 330 | +1,171 | New | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 1,172 | 349 | 0.0% | 0.0% | 329 | +13 | 1.12% | Q4 2025 | Feb 06, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 1,164 | 347 | 0.14% | 0.14% | 331 | -18 | -1.52% | Q4 2025 | Jan 28, 2026 |
| Guardian Capital, LLC | History | New | 1,162 | 346 | 0.31% | — | 333 | +1,162 | New | Q4 2025 | Feb 05, 2026 |
| First PREMIER Bank | History | Reduced | 1,160 | 346 | 0.08% | 0.09% | 332 | -124 | -9.66% | Q4 2025 | Jan 23, 2026 |
| SilverOak Wealth Management LLC | History | No change | 1,156 | 344 | 0.05% | 0.06% | 334 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| COMMERCE BANK | History | Reduced | 1,147 | 342 | 0.0% | 0.0% | 335 | -10 | -0.86% | Q4 2025 | Feb 13, 2026 |
| Pines Wealth Management, LLC | History | Added to | 1,144 | 341 | 0.11% | 0.11% | 336 | +61 | 5.63% | Q4 2025 | Feb 02, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 1,139 | 340 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 1,139 | 339 | 0.01% | 0.01% | 338 | -3 | -0.26% | Q4 2025 | Feb 05, 2026 |
| Darden Wealth Group Inc | History | No change | 1,130 | 337 | 0.16% | 0.17% | 339 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ballentine Partners, LLC | History | New | 1,124 | 335 | 0.0% | — | 340 | +1,124 | New | Q4 2025 | Feb 03, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 1,122 | 334 | 0.04% | 0.04% | 341 | -36 | -3.11% | Q4 2025 | Jan 23, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,117 | 333 | 0.0% | 0.0% | 342 | +67 | 6.38% | Q4 2025 | Feb 13, 2026 |
| Winch Advisory Services, LLC | History | Added to | 1,113 | 332 | 0.07% | 0.07% | 343 | +3 | 0.27% | Q4 2025 | Feb 03, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 1,101 | 328 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 1,096 | 327 | 0.0% | — | 345 | +1,096 | New | Q4 2025 | Feb 06, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 1,093 | 326 | 0.02% | 0.02% | 346 | +53 | 5.1% | Q4 2025 | Feb 04, 2026 |
| Rare Wolf Capital LLC | History | New | 1,092 | 325 | 0.2% | — | 347 | +1,092 | New | Q4 2025 | Feb 19, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 1,060 | 319 | 0.01% | — | 348 | +1,060 | New | Q4 2025 | Feb 13, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 1,060 | 316 | 0.09% | 0.01% | 349 | +968 | 1052.17% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | Added to | 973 | 315 | 0.01% | — | 350 | +970 | 32333.33% | Q4 2025 | Jan 21, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 1,041 | 310 | 0.02% | 0.02% | 352 | +55 | 5.58% | Q4 2025 | Feb 17, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 1,040 | 310 | 0.21% | 0.21% | 351 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Vivaldi Capital Management LP | History | New | 1,028 | 306 | 0.04% | — | 353 | +1,028 | New | Q4 2025 | Feb 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 1,016 | 303 | 0.01% | 0.01% | 354 | +24 | 2.42% | Q4 2025 | Feb 17, 2026 |
| NOVEM GROUP | History | Added to | 1,010 | 301 | 0.03% | 0.03% | 355 | +188 | 22.87% | Q4 2025 | Jan 27, 2026 |
| Richmond Investment Services, LLC | History | Added to | 1,008 | 300 | 0.05% | 0.05% | 357 | +82 | 8.86% | Q4 2025 | Feb 12, 2026 |
| Allied Investment Advisors, LLC | History | No change | 1,006 | 300 | 0.05% | 0.05% | 356 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 1,002 | 299 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| STEPHENS INC /AR/ | History | Added to | 1,000 | 298 | 0.0% | 0.0% | 359 | +56 | 5.93% | Q4 2025 | Feb 05, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | No change | 1,000 | 298 | 0.09% | 0.09% | 360 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Regent Peak Wealth Advisors LLC | History | No change | 1,000 | 298 | 0.06% | 0.06% | 361 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 927 | 296 | 0.01% | 0.01% | 362 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| IFG Advisory, LLC | History | Reduced | 992 | 295 | 0.01% | 0.01% | 363 | -91 | -8.4% | Q4 2025 | Feb 10, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 990 | 295 | 0.08% | 0.08% | 364 | +3 | 0.3% | Q4 2025 | Jan 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 981 | 292 | 0.02% | 0.02% | 365 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| HFG Advisors, Inc. | History | No change | 980 | 292 | 0.21% | 0.21% | 366 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VestGen Investment Management | History | No change | 977 | 291 | 0.16% | 0.17% | 367 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | No change | 967 | 289 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 959 | 286 | 0.02% | 0.02% | 369 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 956 | 285 | 0.0% | 0.0% | 370 | -93 | -8.87% | Q4 2025 | Feb 13, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 955 | 284 | 0.02% | 0.02% | 371 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Arkos Global Advisors | History | No change | 946 | 282 | 0.04% | 0.04% | 372 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Charter Oak Capital Management, LLC | History | No change | 948 | 282 | 0.02% | 0.02% | 373 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | New | 940 | 280 | 0.04% | — | 374 | +940 | New | Q4 2025 | Feb 13, 2026 |
| Heritage Investment Group, Inc. | History | No change | 939 | 280 | 0.04% | 0.04% | 375 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Mosley Wealth Management | History | New | 921 | 276 | 0.13% | — | 376 | +921 | New | Q4 2025 | Feb 12, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 918 | 274 | 0.09% | 0.09% | 377 | +30 | 3.38% | Q4 2025 | Feb 10, 2026 |
| NWF Advisory Services Inc. | History | Added to | 917 | 273 | 0.03% | 0.03% | 379 | +100 | 12.24% | Q4 2025 | Mar 03, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 917 | 273 | 0.02% | 0.02% | 378 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Athena Investment Management | History | Reduced | 913 | 272 | 0.14% | 0.14% | 380 | -25 | -2.67% | Q4 2025 | Feb 12, 2026 |
| Krilogy Financial LLC | History | Reduced | 838 | 268 | 0.01% | 0.01% | 381 | -446 | -34.74% | Q4 2025 | Jan 27, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 900 | 268 | 0.06% | 0.06% | 382 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 898 | 267 | 0.02% | 0.02% | 383 | +2 | 0.22% | Q4 2025 | Jan 23, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 887 | 264 | 0.01% | 0.01% | 384 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| NorthLanding Financial Partners, LLC | History | Reduced | 881 | 262 | 0.21% | 0.23% | 385 | -32 | -3.5% | Q4 2025 | Jan 26, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 879 | 262 | 0.12% | 0.12% | 386 | +2 | 0.23% | Q4 2025 | Jan 14, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 865 | 258 | 0.02% | 0.02% | 388 | +184 | 27.02% | Q4 2025 | Feb 18, 2026 |
| Archford Capital Strategies, LLC | History | No change | 867 | 258 | 0.03% | 0.03% | 387 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 864 | 257 | 0.01% | 0.01% | 389 | +76 | 9.64% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | No change | 861 | 256 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 855 | 255 | 0.03% | 0.03% | 391 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 853 | 254 | 0.22% | 0.3% | 392 | -139 | -14.01% | Q4 2025 | Feb 12, 2026 |
| Bogart Wealth, LLC | History | No change | 840 | 250 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 837 | 249 | 0.08% | 0.08% | 394 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Bank of Marin | History | No change | 833 | 248 | 0.17% | 0.17% | 395 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DRW Securities, LLC | History | New | 825 | 246 | 0.01% | — | 396 | +825 | New | Q4 2025 | Feb 12, 2026 |
| Prostatis Group LLC | History | Reduced | 824 | 245 | 0.06% | 0.08% | 397 | -247 | -23.06% | Q4 2025 | Feb 17, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 822 | 245 | 0.11% | 0.11% | 398 | -23 | -2.72% | Q4 2025 | Jan 16, 2026 |
| Midwest Trust Co | History | Added to | 819 | 244 | 0.0% | 0.0% | 399 | +29 | 3.67% | Q4 2025 | Feb 04, 2026 |
| Winthrop Capital Management, LLC | History | No change | 800 | 239 | 0.06% | 0.06% | 400 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 800 | 238 | 0.02% | — | 402 | +800 | New | Q4 2025 | Feb 12, 2026 |
| JM2 Capital Inc. | History | New | 800 | 238 | 0.19% | — | 403 | +800 | New | Q4 2025 | Jan 23, 2026 |
| Progressive Investment Management Corp | History | No change | 800 | 238 | 0.06% | 0.06% | 401 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 795 | 237 | 0.16% | 0.12% | 404 | +239 | 42.99% | Q4 2025 | Jan 14, 2026 |
| SYM FINANCIAL Corp | History | No change | 781 | 233 | 0.02% | 0.02% | 405 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 780 | 232 | 0.05% | 0.06% | 406 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | No change | 776 | 231 | 0.2% | 0.21% | 407 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Waverly Advisors, LLC | History | New | 771 | 230 | 0.0% | — | 408 | +771 | New | Q4 2025 | Feb 17, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 769 | 229 | 0.06% | 0.06% | 409 | -16 | -2.04% | Q4 2025 | Jan 22, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 766 | 228 | 0.03% | 0.03% | 410 | -78 | -9.24% | Q4 2025 | Jan 14, 2026 |
| Pallas Capital Advisors LLC | History | New | 758 | 226 | 0.01% | — | 411 | +758 | New | Q4 2025 | Jan 14, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 756 | 225 | 0.01% | 0.01% | 412 | -17 | -2.2% | Q4 2025 | Jan 29, 2026 |
| FourThought Financial Partners, LLC | History | No change | 753 | 224 | 0.02% | 0.02% | 413 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 749 | 223 | 0.05% | 0.04% | 414 | -10 | -1.32% | Q4 2025 | Feb 12, 2026 |
| Composition Wealth, LLC | History | Added to | 739 | 220 | 0.0% | 0.0% | 415 | +17 | 2.35% | Q4 2025 | Feb 02, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | New | 733 | 218 | 0.09% | — | 416 | +733 | New | Q4 2025 | Feb 13, 2026 |
| Breakwater Investment Management | History | No change | 731 | 218 | 0.08% | 0.08% | 417 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PFG Investments, LLC | History | Added to | 730 | 217 | 0.01% | 0.01% | 418 | +1 | 0.14% | Q4 2025 | Jan 26, 2026 |
| JBR Co Financial Management Inc | History | No change | 725 | 216 | 0.09% | 0.09% | 419 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Sageworth Trust Co | History | No change | 719 | 214 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 717 | 213 | 0.02% | 0.02% | 421 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HBK Sorce Advisory LLC | History | New | 627 | 210 | 0.0% | — | 422 | +627 | New | Q4 2025 | Feb 09, 2026 |
| Stonebridge Capital Advisors LLC | History | No change | 705 | 210 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 701 | 209 | 0.12% | 0.13% | 424 | -4 | -0.57% | Q4 2025 | Feb 09, 2026 |
| Howard Capital Management Inc. | History | No change | 694 | 207 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Perfromance Wealth Partners, LLC | History | Reduced | 693 | 206 | 0.01% | 0.01% | 426 | -6 | -0.86% | Q4 2025 | Jan 21, 2026 |
| Focus Financial Network, Inc. | History | No change | 691 | 206 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Tradewinds, LLC. | History | No change | 690 | 205 | 0.05% | 0.05% | 428 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 685 | 204 | 0.04% | — | 429 | +685 | New | Q4 2025 | Feb 18, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 678 | 202 | 0.0% | — | 431 | +678 | New | Q4 2025 | Jan 29, 2026 |
| Objective Capital Management, LLC | History | No change | 680 | 202 | 0.21% | 0.21% | 430 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 676 | 201 | 0.01% | 0.01% | 432 | -29 | -4.11% | Q4 2025 | Feb 05, 2026 |
| AMERICAN ASSET MANAGEMENT INC. | History | New | 674 | 200 | 0.17% | — | 434 | +674 | New | Q4 2025 | Jan 07, 2026 |
| BURNEY CO/ | History | New | 672 | 200 | 0.01% | — | 433 | +672 | New | Q4 2025 | Jan 23, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 659 | 196 | 0.01% | — | 435 | +659 | New | Q4 2025 | Feb 06, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 638 | 190 | 0.0% | 0.0% | 436 | -100 | -13.55% | Q4 2025 | Feb 12, 2026 |
| Sankala Group LLC | History | New | 552 | 188 | 0.15% | — | 437 | +552 | New | Q4 2025 | Mar 02, 2026 |
| Allworth Financial LP | History | New | 620 | 184 | 0.0% | — | 438 | +620 | New | Q4 2025 | Feb 05, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 602 | 179 | 0.03% | 0.03% | 439 | +10 | 1.69% | Q4 2025 | Feb 09, 2026 |
| Viewpoint Capital Management LLC | History | No change | 600 | 179 | 0.08% | 0.08% | 440 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 586 | 174 | 0.06% | 0.07% | 441 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 580 | 173 | 0.02% | 0.02% | 442 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Laurel Wealth Advisors LLC | History | New | 576 | 171 | 0.02% | — | 443 | +576 | New | Q4 2025 | Jan 30, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 570 | 170 | 0.01% | 0.01% | 444 | -14 | -2.4% | Q4 2025 | Jan 21, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 553 | 165 | 0.06% | — | 445 | +553 | New | Q4 2025 | Jan 20, 2026 |
| CDKV HOLDINGS LLC | History | New | 539 | 160 | 0.13% | — | 446 | +539 | New | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 527 | 157 | 0.0% | 0.01% | 447 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Co / SC | History | No change | 518 | 154 | 0.02% | 0.02% | 448 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 502 | 149 | 0.0% | 0.0% | 449 | -5 | -0.99% | Q4 2025 | Jan 26, 2026 |
| MTM Investment Management, LLC | History | No change | 475 | 141 | 0.05% | 0.04% | 450 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 465 | 138 | 0.0% | 0.0% | 451 | -3 | -0.64% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | New | 413 | 124 | 0.0% | — | 452 | +413 | New | Q4 2025 | Feb 13, 2026 |
| Advantage Trust Co | History | No change | 406 | 121 | 0.05% | 0.05% | 453 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 383 | 114 | 0.03% | 0.05% | 454 | -274 | -41.7% | Q4 2025 | Feb 27, 2026 |
| Archer Investment Corp | History | No change | 370 | 110 | 0.02% | 0.02% | 455 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TRUST CO OF VERMONT | History | No change | 360 | 107 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Davis Capital Management | History | No change | 356 | 106 | 0.07% | 0.07% | 457 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 344 | 102 | 0.01% | 0.01% | 458 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 326 | 97 | 0.03% | 0.03% | 459 | +1 | 0.31% | Q4 2025 | Jan 09, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 301 | 89 | 0.04% | 0.11% | 462 | -470 | -60.96% | Q4 2025 | Jan 23, 2026 |
| ST GERMAIN D J CO INC | History | No change | 300 | 89 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Y.D. More Investments Ltd | History | No change | 300 | 89 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 297 | 88 | 0.0% | 0.0% | 464 | -65 | -17.96% | Q4 2025 | Jan 28, 2026 |
| EASTERN BANK | History | No change | 296 | 88 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 292 | 87 | 0.03% | 0.05% | 466 | +131 | 81.37% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 292 | 87 | 0.0% | 0.0% | 465 | -48 | -14.12% | Q4 2025 | Feb 06, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 288 | 86 | 0.04% | 0.04% | 467 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 286 | 85 | 0.03% | 0.04% | 468 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Empirical Asset Management, LLC | History | No change | 10,292 | 84 | 0.02% | 0.02% | 469 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 280 | 83 | 0.0% | — | 470 | +279 | 27900.0% | Q4 2025 | Feb 17, 2026 |
| Fairscale Capital, LLC | History | Added to | 268 | 79 | 0.05% | 0.05% | 471 | +11 | 4.28% | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | New | 260 | 77 | 0.02% | — | 472 | +260 | New | Q4 2025 | Feb 12, 2026 |
| NATIXIS | History | Reduced | 253 | 75 | 0.0% | 0.0% | 473 | -1,457 | -85.2% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 252 | 75 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| REAP Financial Group, LLC | History | New | 251 | 74 | 0.02% | — | 475 | +251 | New | Q4 2025 | Feb 10, 2026 |
| BAYBAN | History | New | 250 | 74 | 0.07% | — | 476 | +250 | New | Q4 2025 | Mar 05, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 240 | 71 | 0.0% | 0.0% | 477 | +170 | 242.86% | Q4 2025 | Feb 11, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 228 | 68 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 218 | 65 | 0.0% | 0.0% | 479 | +14 | 6.86% | Q4 2025 | Feb 03, 2026 |
| SHP Wealth Management | History | New | 209 | 62 | 0.0% | — | 480 | +209 | New | Q4 2025 | Mar 04, 2026 |
| Paladin Advisory Group, LLC | History | No change | 204 | 60 | 0.04% | 0.05% | 481 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 190 | 59 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 188 | 56 | 0.0% | 0.0% | 483 | -3 | -1.57% | Q4 2025 | Jan 26, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 187 | 55 | 0.01% | 0.01% | 484 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| eCIO, Inc. | History | New | 181 | 54 | 0.03% | — | 485 | +181 | New | Q4 2025 | Jan 20, 2026 |
| Founders Capital Management | History | No change | 180 | 53 | 0.03% | 0.03% | 486 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 174 | 51 | 0.01% | 0.01% | 487 | +8 | 4.82% | Q4 2025 | Feb 13, 2026 |
| Clark Wealth Partners | History | No change | 174 | 51 | 0.03% | 0.03% | 488 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 169 | 50 | 0.02% | 0.02% | 489 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 166 | 49 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 150 | 46 | 0.0% | — | 491 | +150 | New | Q4 2025 | Jan 15, 2026 |
| UMB Bank, n.a. | History | New | 154 | 45 | 0.0% | — | 492 | +154 | New | Q4 2025 | Feb 13, 2026 |
| Merited Wealth, LLC | History | New | 149 | 44 | 0.04% | — | 493 | +149 | New | Q4 2025 | Mar 26, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 145 | 43 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 143 | 42 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 144 | 42 | 0.01% | 0.01% | 496 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Front Row Advisors LLC | History | No change | 140 | 41 | 0.01% | 0.01% | 497 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 138 | 41 | 0.02% | 0.02% | 498 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Caldwell Trust Co | History | No change | 136 | 40 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| EPG Wealth Management LLC | History | Added to | 128 | 38 | 0.01% | 0.01% | 501 | +1 | 0.79% | Q4 2025 | Jan 28, 2026 |
| Sunbelt Securities, Inc. | History | No change | 129 | 38 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Roxbury Financial LLC | History | No change | 130 | 38 | 0.03% | 0.04% | 502 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Seneschal Advisors, LLC | History | New | 122 | 36 | 0.03% | — | 503 | +122 | New | Q4 2025 | Feb 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 114 | 34 | 0.0% | 0.01% | 504 | -956 | -89.35% | Q4 2025 | Feb 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 112 | 33 | 0.0% | — | 506 | +112 | New | Q4 2025 | Feb 09, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 113 | 33 | 0.0% | 0.0% | 505 | -7 | -5.83% | Q4 2025 | Feb 17, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 107 | 31 | 0.01% | 0.01% | 508 | -101 | -48.56% | Q4 2025 | Feb 12, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 105 | 31 | 0.0% | 0.0% | 509 | +55 | 110.0% | Q4 2025 | Feb 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 105 | 31 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 100 | 29 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Capital Analysts, LLC | History | No change | 96 | 29 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CX Institutional | History | Added to | 95 | 28 | 0.0% | 0.0% | 512 | +5 | 5.56% | Q4 2025 | Feb 02, 2026 |
| Spire Wealth Management | History | No change | 91 | 27 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 84 | 25 | 0.01% | — | 516 | +84 | New | Q4 2025 | Feb 11, 2026 |
| Concord Wealth Partners | History | No change | 86 | 25 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 84 | 25 | 0.02% | 0.02% | 515 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 72 | 21 | 0.0% | — | 519 | +72 | New | Q4 2025 | Feb 13, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 73 | 21 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Mascoma Wealth Management LLC | History | No change | 72 | 21 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 64 | 19 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 64 | 19 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Westfuller Advisors, LLC | History | No change | 66 | 19 | 0.01% | 0.01% | 522 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | New | 62 | 18 | 0.0% | — | 523 | +62 | New | Q4 2025 | Jan 13, 2026 |
| Arax Advisory Partners | History | New | 59 | 17 | 0.0% | — | 524 | +59 | New | Q4 2025 | Feb 13, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 60 | 17 | 0.01% | 0.01% | 525 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Nemes Rush Group LLC | History | Reduced | 56 | 16 | 0.0% | 0.0% | 527 | -2 | -3.45% | Q4 2025 | Feb 11, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 55 | 16 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 52 | 15 | 0.0% | 0.01% | 528 | -10 | -16.13% | Q4 2025 | Jan 22, 2026 |
| NBC SECURITIES, INC. | History | No change | 50 | 14 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 46 | 13 | 0.0% | — | 530 | +46 | New | Q4 2025 | Jan 21, 2026 |
| Copia Wealth Management | History | No change | 44 | 13 | 0.01% | 0.01% | 531 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | No change | 42 | 12 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Miller Capital Partners, Inc. | History | New | 37 | 11 | 0.01% | — | 534 | +37 | New | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | No change | 40 | 11 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Biltmore Family Office, LLC | History | New | 35 | 10 | 0.0% | — | 536 | +35 | New | Q4 2025 | Feb 04, 2026 |
| Anfield Capital Management, LLC | History | No change | 35 | 10 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 32 | 9 | 0.01% | 0.01% | 538 | -12 | -27.27% | Q4 2025 | Feb 10, 2026 |
| Avion Wealth | History | No change | 32 | 9 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WealthCollab, LLC | History | New | 30 | 8 | 0.0% | — | 539 | +30 | New | Q4 2025 | Jan 27, 2026 |
| CENTRAL TRUST Co | History | No change | 25 | 7 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 26 | 7 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| LGT Financial Advisors LLC | History | No change | 25 | 7 | 0.04% | 0.02% | 542 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 24 | 7 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Dogwood Wealth Management LLC | History | No change | 26 | 7 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Scarborough Advisors, LLC | History | No change | 20 | 6 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | No change | 21 | 6 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CITY HOLDING CO | History | New | 20 | 5 | 0.0% | — | 547 | +20 | New | Q4 2025 | Jan 22, 2026 |
| PeakShares LLC | History | New | 20 | 5 | 0.0% | — | 550 | +20 | New | Q4 2025 | Mar 10, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 17 | 5 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SIGNATUREFD, LLC | History | No change | 17 | 5 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 14 | 4 | 0.0% | — | 552 | +14 | New | Q4 2025 | Jan 30, 2026 |
| HHM Wealth Advisors, LLC | History | New | 14 | 4 | 0.0% | — | 554 | +14 | New | Q4 2025 | Jan 22, 2026 |
| MASECO LLP | History | New | 14 | 4 | 0.0% | — | 556 | +14 | New | Q4 2025 | Jan 22, 2026 |
| Glassman Wealth Services | History | No change | 16 | 4 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Independence Bank of Kentucky | History | No change | 15 | 4 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Tidemark, LLC | History | No change | 15 | 4 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Caitlin John, LLC | History | No change | 12 | 3 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | New | 8 | 2 | 0.0% | — | 558 | +8 | New | Q4 2025 | Jan 30, 2026 |
| SJS Investment Consulting Inc. | History | New | 8 | 2 | 0.0% | — | 560 | +8 | New | Q4 2025 | Jan 21, 2026 |
| Tower View Wealth Management LLC | History | No change | 8 | 2 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 9 | 2 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| AdvisorNet Financial, Inc | History | New | 5 | 1 | 0.0% | — | 562 | +5 | New | Q4 2025 | Jan 20, 2026 |
| SageView Advisory Group, LLC | History | New | 5 | 1 | 0.0% | — | 564 | +5 | New | Q4 2025 | Feb 17, 2026 |
| Frazier Financial Advisors, LLC | History | New | 4 | 1 | 0.0% | — | 565 | +4 | New | Q4 2025 | Feb 09, 2026 |
| West Branch Capital LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,960 | -100.0% | Q3 2025 | Oct 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,070 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,934 | -100.0% | Q3 2025 | Nov 10, 2025 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -3,646 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Quadcap Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,286 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,057 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -1,374 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,070 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantum Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,039 | -100.0% | Q3 2025 | Oct 08, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -945 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Dakota Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -836 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -711 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Baker Avenue Asset Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -697 | -100.0% | Q3 2025 | Oct 31, 2025 |
| MANNING & NAPIER ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -420 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Aspect Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -250 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Minot DeBlois Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -193 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q3 2025 | Oct 07, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Hopwood Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -70 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Northwest Capital Management Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -53 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -50 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -45 | -100.0% | Q3 2025 | Oct 15, 2025 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q3 2025 | Oct 23, 2025 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Centennial Bank/AR/ | History | Reduced | 2 | 0 | — | 0.0% | — | -5 | -71.43% | Q4 2025 | Feb 17, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Gold Investment Management Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |