VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - VNQI
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Empower Advisory Group, LLC | History | Added to | 14,158,418 | 649,021 | 1.75% | 1.84% | 1 | +289,889 | 2.09% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 5,212,463 | 238,939 | 0.04% | 0.04% | 2 | -179,464 | -3.33% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | Reduced | 1,829,183 | 83,849 | 0.17% | 0.19% | 3 | -21,221 | -1.15% | Q4 2025 | Jan 23, 2026 |
| Ballentine Partners, LLC | History | Added to | 1,514,722 | 69,434 | 0.98% | 0.99% | 4 | +15,406 | 1.03% | Q4 2025 | Feb 03, 2026 |
| JANE STREET GROUP, LLC | History | New | 1,072,010 | 49,140 | 0.01% | — | 5 | +1,072,010 | New | Q4 2025 | Feb 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 912,491 | 41,828 | 0.25% | 0.37% | 6 | -173,305 | -15.96% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 814,217 | 37,323 | 0.0% | 0.0% | 7 | -82,975 | -9.25% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 740,806 | 33,958 | 0.02% | 0.03% | 8 | +15,177 | 2.09% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 727,404 | 33,344 | 0.0% | 0.0% | 9 | +1,295 | 0.18% | Q4 2025 | Feb 17, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 717,021 | 32,868 | 0.03% | — | 10 | +717,021 | New | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 659,963 | 30,252 | 0.04% | 0.04% | 11 | +181,707 | 37.99% | Q4 2025 | Mar 09, 2026 |
| M&T BANK CORP | History | Added to | 524,655 | 24,050 | 0.08% | 0.03% | 12 | +341,934 | 187.13% | Q4 2025 | Jan 30, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 448,545 | 20,561 | 4.31% | 4.36% | 13 | +10,538 | 2.41% | Q4 2025 | Jan 08, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 418,381 | 19,178 | 0.34% | 0.37% | 14 | +28,676 | 7.36% | Q4 2025 | Jan 16, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 383,330 | 17,571 | 0.6% | 0.62% | 15 | -70 | -0.02% | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 373,277 | 17,111 | 0.0% | 0.0% | 16 | -43,959 | -10.54% | Q4 2025 | Mar 25, 2026 |
| Chandler Asset Management, Inc. | History | Added to | 276,760 | 12,686 | 2.01% | 1.68% | 17 | +61,945 | 28.84% | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Added to | 266,863 | 12,233 | 0.02% | 0.02% | 18 | +4,768 | 1.82% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 253,704 | 11,629 | 0.0% | 0.0% | 19 | +7,205 | 2.92% | Q4 2025 | Feb 11, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 228,015 | 10,452 | 0.78% | 0.89% | 20 | -4,893 | -2.1% | Q4 2025 | Jan 29, 2026 |
| Payne Capital Management, LLC | History | Added to | 217,903 | 9,988 | 3.15% | 3.22% | 21 | +8,578 | 4.1% | Q4 2025 | Feb 02, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 206,702 | 9,475 | 0.27% | 0.28% | 22 | +371 | 0.18% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 203,854 | 9,344 | 0.0% | 0.02% | 23 | -1,048,872 | -83.73% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Reduced | 176,615 | 8,096 | 0.0% | 0.0% | 24 | -37 | -0.02% | Q4 2025 | Feb 11, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 173,423 | 7,949 | 1.73% | 1.23% | 25 | +46,609 | 36.75% | Q4 2025 | Feb 02, 2026 |
| Mason Investment Advisory Services, Inc. | History | Reduced | 160,296 | 7,347 | 0.35% | 0.38% | 26 | -1,533 | -0.95% | Q4 2025 | Feb 12, 2026 |
| COUNTRY TRUST BANK | History | Added to | 157,818 | 7,234 | 0.13% | 0.16% | 27 | +1,407 | 0.9% | Q4 2025 | Jan 21, 2026 |
| Equitable Holdings, Inc. | History | Added to | 156,607 | 7,178 | 0.05% | 0.05% | 28 | +6,536 | 4.36% | Q4 2025 | Feb 17, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 151,533 | 6,946 | 0.36% | 0.37% | 29 | +662 | 0.44% | Q4 2025 | Feb 17, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 145,214 | 6,656 | 0.21% | 0.2% | 30 | +14,798 | 11.35% | Q4 2025 | Jan 30, 2026 |
| US BANCORP \DE\ | History | Added to | 140,418 | 6,436 | 0.01% | 0.01% | 31 | +45,589 | 48.07% | Q4 2025 | Jan 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 139,405 | 6,390 | 0.0% | 0.0% | 32 | +34,291 | 32.62% | Q4 2025 | Feb 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 128,436 | 5,887 | 0.0% | 0.0% | 33 | +12,595 | 10.87% | Q4 2025 | Feb 13, 2026 |
| Marathon Strategic Advisors, LLC | History | Added to | 124,640 | 5,713 | 4.36% | 4.72% | 34 | +1,127 | 0.91% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 123,724 | 5,672 | 0.02% | 0.0% | 35 | +123,551 | 71416.76% | Q4 2025 | Jan 26, 2026 |
| Cetera Investment Advisers | History | Reduced | 122,095 | 5,596 | 0.01% | 0.01% | 36 | -3,710 | -2.95% | Q4 2025 | Feb 17, 2026 |
| Traveka Wealth, LLC | History | Added to | 121,706 | 5,579 | 2.27% | 2.59% | 37 | +193 | 0.16% | Q4 2025 | Jan 08, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 120,740 | 5,555 | 0.02% | 0.02% | 38 | +6,890 | 6.05% | Q4 2025 | Jan 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 119,556 | 5,480 | 0.01% | 0.01% | 39 | -1,824 | -1.5% | Q4 2025 | Feb 06, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 119,433 | 5,474 | 0.0% | 0.0% | 40 | -17,875 | -13.02% | Q4 2025 | Feb 10, 2026 |
| Strategic Financial Planning, Inc. | History | Added to | 117,551 | 5,401 | 3.07% | 3.09% | 41 | +5,734 | 5.13% | Q4 2025 | Feb 17, 2026 |
| Avior Wealth Management, LLC | History | Added to | 116,996 | 5,363 | 0.17% | 0.17% | 42 | +7,065 | 6.43% | Q4 2025 | Jan 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 112,626 | 5,162 | 0.0% | 0.0% | 43 | +95,338 | 551.47% | Q4 2025 | Feb 17, 2026 |
| Amicus Financial Advisors, LLC | History | New | 111,028 | 5,089 | 1.42% | — | 44 | +111,028 | New | Q4 2025 | Mar 02, 2026 |
| Warren Street Wealth Advisors, LLC | History | Added to | 108,932 | 4,993 | 1.43% | 1.52% | 45 | +2,348 | 2.2% | Q4 2025 | Jan 29, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 106,409 | 4,877 | 2.97% | 3.14% | 46 | +1,548 | 1.48% | Q4 2025 | Jan 22, 2026 |
| Focus Partners Wealth | History | Added to | 105,917 | 4,855 | 0.01% | 0.0% | 47 | +75,388 | 246.94% | Q4 2025 | Feb 13, 2026 |
| Financial Alternatives, Inc | History | Added to | 99,170 | 4,545 | 2.64% | 2.66% | 48 | +7,285 | 7.93% | Q4 2025 | Feb 04, 2026 |
| Marotta Asset Management | History | Added to | 98,837 | 4,530 | 0.84% | 0.84% | 49 | +5,099 | 5.44% | Q4 2025 | Jan 07, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 95,534 | 4,379 | 0.43% | 0.47% | 50 | -1,548 | -1.59% | Q4 2025 | Feb 02, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 92,730 | 4,250 | 0.6% | 0.63% | 51 | +751 | 0.82% | Q4 2025 | Jan 20, 2026 |
| LPWM LLC | History | Added to | 92,172 | 4,225 | 1.07% | 1.14% | 52 | +2,285 | 2.54% | Q4 2025 | Jan 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 90,382 | 4,143 | 0.0% | — | 53 | +90,382 | New | Q4 2025 | Feb 17, 2026 |
| BluePrint Investing LLC | History | New | 86,232 | 3,952 | 3.15% | — | 54 | +86,232 | New | Q4 2025 | Feb 05, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 82,847 | 3,797 | 2.62% | 2.57% | 55 | +6,838 | 9.0% | Q4 2025 | Jan 22, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 82,718 | 3,791 | 0.05% | 0.05% | 56 | -4,007 | -4.62% | Q4 2025 | Jan 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 82,023 | 3,759 | 0.0% | 0.0% | 57 | +15,303 | 22.94% | Q4 2025 | Feb 18, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 81,424 | 3,732 | 0.96% | 1.01% | 58 | +2,216 | 2.8% | Q4 2025 | Feb 06, 2026 |
| AWM CAPITAL, LLC | History | Added to | 81,219 | 3,723 | 0.34% | 0.34% | 59 | +2,589 | 3.29% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 78,366 | 3,592 | 0.01% | 0.02% | 60 | -255,014 | -76.49% | Q4 2025 | Feb 17, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Reduced | 72,782 | 3,336 | 1.13% | 1.25% | 61 | -496 | -0.68% | Q4 2025 | Jan 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 70,148 | 3,215 | 0.06% | 0.07% | 62 | +985 | 1.42% | Q4 2025 | Feb 05, 2026 |
| LifePlan Investment Advisors, Inc. | History | Added to | 69,542 | 3,187 | 1.3% | 1.37% | 63 | +1,007 | 1.47% | Q4 2025 | Feb 09, 2026 |
| Dunhill Financial, LLC | History | Added to | 66,314 | 3,074 | 0.75% | 0.69% | 64 | +11,073 | 20.04% | Q4 2025 | Jan 29, 2026 |
| Prairiewood Capital, LLC | History | Added to | 65,737 | 3,013 | 0.94% | 0.95% | 65 | +5,994 | 10.03% | Q4 2025 | Jan 26, 2026 |
| Strategic Wealth Advisors LLC | History | New | 63,929 | 2,930 | 2.51% | — | 66 | +63,929 | New | Q4 2025 | Feb 03, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 62,628 | 2,870 | 0.24% | 0.27% | 67 | -4,937 | -7.31% | Q4 2025 | Feb 13, 2026 |
| Obsido Oy | History | Added to | 62,437 | 2,862 | 1.76% | 1.87% | 68 | +3,520 | 5.97% | Q4 2025 | Feb 17, 2026 |
| Disciplined Investments, LLC | History | Added to | 62,350 | 2,858 | 1.1% | 1.14% | 69 | +2,512 | 4.2% | Q4 2025 | Feb 05, 2026 |
| Old Port Advisors | History | Added to | 59,990 | 2,749 | 0.67% | 0.62% | 70 | +8,606 | 16.75% | Q4 2025 | Jan 08, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 55,379 | 2,538 | 0.0% | 0.0% | 71 | +48,347 | 687.53% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 54,342 | 2,491 | 0.01% | 0.01% | 72 | +2,593 | 5.01% | Q4 2025 | Feb 18, 2026 |
| Hamrick Investment Counsel, llc | History | New | 53,624 | 2,458 | 1.83% | — | 73 | +53,624 | New | Q4 2025 | Mar 31, 2026 |
| UBS Group AG | History | Reduced | 53,557 | 2,455 | 0.0% | 0.0% | 74 | -12,549 | -18.98% | Q4 2025 | Jan 29, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 53,401 | 2,447 | 0.34% | 0.4% | 75 | +559 | 1.06% | Q4 2025 | Jan 21, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 49,586 | 2,345 | 0.76% | 0.76% | 76 | +2,200 | 4.64% | Q4 2025 | Jan 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 49,368 | 2,263 | 0.01% | 0.01% | 77 | -775 | -1.55% | Q4 2025 | Feb 12, 2026 |
| Prosperity Planning, Inc. | History | Added to | 47,118 | 2,159 | 0.56% | 0.57% | 78 | +2,908 | 6.58% | Q4 2025 | Jan 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 45,030 | 2,064 | 0.17% | 0.16% | 79 | +648 | 1.46% | Q4 2025 | Feb 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 44,576 | 2,043 | 0.01% | 0.01% | 80 | +3,823 | 9.38% | Q4 2025 | Feb 06, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 44,549 | 2,042 | 0.01% | 0.01% | 81 | +2,546 | 6.06% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 43,674 | 2,002 | 0.0% | 0.0% | 82 | -732 | -1.65% | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 42,067 | 1,958 | 0.0% | 0.0% | 83 | -1,677 | -3.83% | Q4 2025 | Jan 08, 2026 |
| Greenspring Advisors, LLC | History | Added to | 42,005 | 1,925 | 0.12% | 0.05% | 84 | +35,479 | 543.66% | Q4 2025 | Feb 10, 2026 |
| ASPIRIANT, LLC | History | Reduced | 41,372 | 1,896 | 0.05% | 0.06% | 85 | -147 | -0.35% | Q4 2025 | Jan 20, 2026 |
| Wealthfront Advisers LLC | History | Added to | 40,668 | 1,864 | 0.0% | 0.0% | 86 | +10,239 | 33.65% | Q4 2025 | Jan 30, 2026 |
| Pictet North America Advisors SA | History | No change | 40,022 | 1,834 | 0.17% | 0.18% | 87 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 39,171 | 1,795 | 0.04% | 0.04% | 88 | +3,224 | 8.97% | Q4 2025 | Feb 18, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 38,837 | 1,780 | 0.02% | 0.03% | 89 | -2,880 | -6.9% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 38,731 | 1,775 | 0.0% | 0.0% | 90 | -4 | -0.01% | Q4 2025 | Feb 12, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 37,623 | 1,724 | 0.7% | 0.7% | 91 | +3,030 | 8.76% | Q4 2025 | Jan 09, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 37,337 | 1,711 | 0.04% | 0.08% | 92 | -46,706 | -55.57% | Q4 2025 | Feb 17, 2026 |
| Haven Private, LLC | History | Added to | 37,080 | 1,699 | 0.74% | 0.74% | 93 | +1,903 | 5.41% | Q4 2025 | Feb 12, 2026 |
| Canal Capital Management, LLC | History | No change | 37,055 | 1,698 | 0.24% | 0.27% | 94 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Cambridge Advisors Inc. | History | Added to | 36,435 | 1,670 | 0.32% | 0.31% | 95 | +2,850 | 8.49% | Q4 2025 | Jan 21, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 35,399 | 1,622 | 0.0% | 0.0% | 96 | +3,645 | 11.48% | Q4 2025 | Feb 13, 2026 |
| Cordoba Advisory Partners LLC | History | New | 35,121 | 1,609 | 0.4% | — | 97 | +35,121 | New | Q4 2025 | Feb 13, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 31,128 | 1,570 | 0.65% | 0.65% | 98 | +621 | 2.04% | Q4 2025 | Feb 13, 2026 |
| Eagle Bay Advisors LLC | History | Added to | 33,922 | 1,554 | 1.13% | 0.65% | 99 | +16,588 | 95.7% | Q4 2025 | Jan 23, 2026 |
| Atria Investments, Inc | History | Added to | 33,764 | 1,547 | 0.02% | 0.01% | 100 | +13,733 | 68.56% | Q4 2025 | Feb 05, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 32,892 | 1,507 | 0.33% | 0.28% | 101 | +9,700 | 41.82% | Q4 2025 | Feb 09, 2026 |
| Verde Capital Management | History | Added to | 32,520 | 1,490 | 0.32% | 0.31% | 102 | +2,774 | 9.33% | Q4 2025 | Feb 06, 2026 |
| Urban Financial Advisory Corp | History | Added to | 32,361 | 1,483 | 0.58% | 0.66% | 103 | +2,639 | 8.88% | Q4 2025 | Feb 04, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 32,329 | 1,481 | 0.68% | 0.65% | 104 | +2,407 | 8.04% | Q4 2025 | Feb 09, 2026 |
| Mount Lucas Management LP | History | Added to | 32,292 | 1,480 | 0.59% | 0.59% | 105 | +2,038 | 6.74% | Q4 2025 | Feb 05, 2026 |
| VANGUARD GROUP INC | History | Added to | 32,276 | 1,479 | 0.0% | 0.0% | 106 | +131 | 0.41% | Q4 2025 | Jan 29, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 31,558 | 1,446 | 0.42% | 0.44% | 107 | +783 | 2.54% | Q4 2025 | Jan 08, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 30,000 | 1,375 | 0.0% | 0.0% | 108 | +20,000 | 200.0% | Q4 2025 | Feb 11, 2026 |
| Partners in Financial Planning | History | Added to | 29,976 | 1,374 | 0.23% | 0.24% | 109 | +838 | 2.88% | Q4 2025 | Feb 02, 2026 |
| Precision Wealth Strategies, LLC | History | Reduced | 29,065 | 1,332 | 0.43% | 0.5% | 110 | -3,304 | -10.21% | Q4 2025 | Jan 30, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 28,812 | 1,320 | 0.66% | 0.69% | 111 | +2,706 | 10.37% | Q4 2025 | Jan 26, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 28,570 | 1,309 | 0.24% | 0.24% | 112 | +710 | 2.55% | Q4 2025 | Feb 17, 2026 |
| Sincerus Advisory, LLC | History | Added to | 28,481 | 1,305 | 1.05% | 0.92% | 113 | +6,078 | 27.13% | Q4 2025 | Jan 08, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 28,136 | 1,289 | 0.05% | 0.04% | 114 | +5,193 | 22.63% | Q4 2025 | Feb 13, 2026 |
| Lifetime Wealth Management P.C. | History | New | 27,051 | 1,240 | 0.78% | — | 116 | +27,051 | New | Q4 2025 | Mar 25, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 27,055 | 1,240 | 0.02% | 0.02% | 115 | +1,497 | 5.86% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Added to | 26,915 | 1,233 | 0.01% | 0.01% | 117 | +240 | 0.9% | Q4 2025 | Feb 10, 2026 |
| Regal Investment Advisors LLC | History | Added to | 26,331 | 1,207 | 0.07% | 0.08% | 118 | +1,697 | 6.89% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 26,144 | 1,198 | 0.0% | 0.0% | 119 | +4,938 | 23.29% | Q4 2025 | Feb 05, 2026 |
| Unison Advisors LLC | History | Added to | 25,935 | 1,188 | 0.1% | 0.11% | 120 | +40 | 0.15% | Q4 2025 | Jan 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 25,175 | 1,154 | 0.0% | — | 121 | +25,175 | New | Q4 2025 | Feb 17, 2026 |
| Cambria Investment Management, L.P. | History | New | 25,000 | 1,146 | 0.07% | — | 122 | +25,000 | New | Q4 2025 | Feb 17, 2026 |
| Breakwater Investment Management | History | Reduced | 24,928 | 1,142 | 0.41% | 0.45% | 123 | -410 | -1.62% | Q4 2025 | Feb 02, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 24,289 | 1,113 | 0.01% | 0.02% | 124 | -1,311 | -5.12% | Q4 2025 | Jan 23, 2026 |
| LAM GROUP, INC. | History | Reduced | 24,260 | 1,112 | 0.64% | 0.72% | 125 | -185 | -0.76% | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 23,774 | 1,089 | 0.0% | 0.0% | 126 | -725 | -2.96% | Q4 2025 | Mar 16, 2026 |
| Ameritas Advisory Services, LLC | History | New | 23,310 | 1,068 | 0.04% | — | 127 | +23,310 | New | Q4 2025 | Feb 04, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 22,558 | 1,034 | 0.87% | 0.91% | 128 | +124 | 0.55% | Q4 2025 | Jan 21, 2026 |
| HRT FINANCIAL LP | History | New | 21,843 | 1,001 | 0.0% | — | 129 | +21,843 | New | Q4 2025 | Feb 12, 2026 |
| Balefire, LLC | History | Added to | 21,181 | 970 | 0.19% | 0.19% | 130 | +1,284 | 6.45% | Q4 2025 | Jan 12, 2026 |
| Evanson Asset Management, LLC | History | Added to | 20,015 | 917 | 0.05% | 0.03% | 131 | +8,825 | 78.87% | Q4 2025 | Jan 12, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 19,505 | 894 | 0.71% | 0.79% | 132 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Climber Capital SA | History | New | 19,300 | 883 | 0.58% | — | 133 | +19,300 | New | Q4 2025 | Feb 03, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Added to | 18,850 | 864 | 0.09% | 0.09% | 134 | +900 | 5.01% | Q4 2025 | Feb 06, 2026 |
| Running Point Capital Advisors, LLC | History | Reduced | 18,423 | 844 | 0.23% | 0.25% | 135 | -811 | -4.22% | Q4 2025 | Feb 17, 2026 |
| Jacobs Equity LLC | History | New | 18,200 | 834 | 0.8% | — | 136 | +18,200 | New | Q4 2025 | Feb 19, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 18,008 | 825 | 0.58% | 0.62% | 137 | +124 | 0.69% | Q4 2025 | Feb 03, 2026 |
| Hyundai Investments Co., Ltd. | History | New | 17,853 | 821 | 0.8% | — | 138 | +17,853 | New | Q4 2025 | Feb 17, 2026 |
| Slow Capital, Inc. | History | Added to | 17,848 | 818 | 0.1% | 0.09% | 139 | +1,309 | 7.91% | Q4 2025 | Jan 26, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 17,315 | 793 | 0.01% | 0.01% | 140 | -1,309 | -7.03% | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 17,307 | 793 | 0.03% | 0.03% | 141 | -942 | -5.16% | Q4 2025 | Jan 13, 2026 |
| Total Wealth Planning, LLC | History | Reduced | 16,094 | 737 | 1.58% | 0.81% | 142 | -130,246 | -89.0% | Q4 2025 | Feb 13, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 15,670 | 718 | 0.02% | 0.02% | 143 | +115 | 0.74% | Q4 2025 | Jan 28, 2026 |
| Horizons Wealth Management | History | Added to | 15,318 | 702 | 0.46% | 0.36% | 145 | +4,273 | 38.69% | Q4 2025 | Jan 05, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 15,335 | 702 | 0.05% | 0.05% | 144 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Integrated Advisors Network LLC | History | Added to | 15,208 | 697 | 0.03% | 0.03% | 146 | +505 | 3.43% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners OCIO LLC | History | No change | 14,745 | 675 | 0.04% | 0.04% | 147 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cresset Asset Management, LLC | History | Added to | 14,143 | 648 | 0.0% | 0.0% | 148 | +904 | 6.83% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 13,949 | 639 | 0.0% | 0.0% | 149 | -1,925 | -12.13% | Q4 2025 | Feb 17, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 13,376 | 613 | 0.03% | 0.03% | 150 | +600 | 4.7% | Q4 2025 | Jan 27, 2026 |
| Yoffe Investment Management, LLC | History | Added to | 13,372 | 612 | 0.78% | 0.83% | 151 | +62 | 0.47% | Q4 2025 | Jan 26, 2026 |
| Life Planning Partners, Inc | History | Reduced | 13,050 | 598 | 0.46% | 0.48% | 152 | -597 | -4.37% | Q4 2025 | Jan 16, 2026 |
| Ellevest, Inc. | History | Added to | 12,847 | 588 | 0.08% | 0.08% | 153 | +392 | 3.15% | Q4 2025 | Feb 10, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Reduced | 12,479 | 572 | 0.07% | 0.05% | 154 | -4,859 | -28.03% | Q4 2025 | Feb 13, 2026 |
| Stelac Advisory Services LLC | History | Reduced | 11,904 | 545 | 0.19% | 0.23% | 155 | -1,988 | -14.31% | Q4 2025 | Feb 12, 2026 |
| Algorithmic Investment Models, LLC | History | Added to | 11,853 | 543 | 0.67% | 0.36% | 156 | +460 | 4.04% | Q4 2025 | Feb 10, 2026 |
| Arkadios Wealth Advisors | History | Added to | 11,705 | 536 | 0.01% | 0.01% | 157 | +716 | 6.52% | Q4 2025 | Feb 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 11,524 | 528 | 0.0% | 0.0% | 158 | +658 | 6.06% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | Added to | 11,436 | 524 | 0.0% | 0.0% | 159 | +1,383 | 13.76% | Q4 2025 | Feb 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 11,428 | 523 | 0.0% | 0.0% | 160 | -815 | -6.66% | Q4 2025 | Feb 12, 2026 |
| Generali Asset Management SPA SGR | History | No change | 11,374 | 521 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Unconventional Investor, LLC | History | Added to | 11,352 | 520 | 0.25% | 0.26% | 162 | +480 | 4.42% | Q4 2025 | Feb 05, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 10,697 | 518 | 0.21% | 0.18% | 163 | +1,711 | 19.04% | Q4 2025 | Feb 06, 2026 |
| FC Advisory LLC | History | Added to | 11,228 | 514 | 0.15% | 0.15% | 164 | +667 | 6.32% | Q4 2025 | Jan 13, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 11,205 | 513 | 0.14% | 0.17% | 165 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 10,983 | 503 | 0.15% | 0.18% | 166 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| BAILARD, INC. | History | Reduced | 10,799 | 495 | 0.01% | 0.01% | 167 | -645 | -5.64% | Q4 2025 | Feb 04, 2026 |
| Powerhouse Assets LLC | History | New | 10,638 | 487 | 0.43% | — | 168 | +10,638 | New | Q4 2025 | Jan 15, 2026 |
| Sanctuary Advisors, LLC | History | New | 10,402 | 476 | 0.0% | — | 170 | +10,402 | New | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 10,402 | 476 | 0.0% | 0.0% | 169 | +986 | 10.47% | Q4 2025 | Feb 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 10,346 | 474 | 0.0% | 0.0% | 171 | -996 | -8.78% | Q4 2025 | Feb 18, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 10,300 | 472 | 0.0% | 0.0% | 172 | -9,000 | -46.63% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 10,185 | 466 | 0.0% | 0.0% | 173 | +6,307 | 162.64% | Q4 2025 | Feb 13, 2026 |
| SOL Capital Management CO | History | Reduced | 10,110 | 463 | 0.04% | 0.08% | 174 | -7,570 | -42.82% | Q4 2025 | Jan 30, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 10,085 | 462 | 0.07% | 0.08% | 175 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| SJS Investment Consulting Inc. | History | No change | 10,000 | 458 | 0.06% | 0.07% | 176 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 9,986 | 457 | 0.1% | 0.12% | 177 | -83 | -0.82% | Q4 2025 | Jan 21, 2026 |
| GTS SECURITIES LLC | History | Added to | 9,797 | 449 | 0.02% | 0.01% | 178 | +1,794 | 22.42% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 9,331 | 427 | 0.01% | 0.01% | 179 | +1,934 | 26.15% | Q4 2025 | Feb 06, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 9,134 | 418 | 0.01% | — | 180 | +9,134 | New | Q4 2025 | Feb 17, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 9,088 | 416 | 0.36% | — | 181 | +9,088 | New | Q4 2025 | Feb 09, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 8,938 | 409 | 0.13% | 0.28% | 182 | -433 | -4.62% | Q4 2025 | Jan 22, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 8,900 | 407 | 0.03% | 0.02% | 183 | +2,700 | 43.55% | Q4 2025 | Feb 04, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 8,886 | 407 | 0.0% | 0.0% | 184 | +7 | 0.08% | Q4 2025 | Feb 13, 2026 |
| Ascent Group, LLC | History | Added to | 8,847 | 405 | 0.01% | 0.01% | 185 | +99 | 1.13% | Q4 2025 | Jan 20, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 8,763 | 401 | 0.2% | 0.23% | 186 | -864 | -8.97% | Q4 2025 | Jan 30, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 8,745 | 400 | 0.12% | 0.13% | 187 | -380 | -4.16% | Q4 2025 | Feb 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 8,709 | 399 | 0.0% | 0.01% | 188 | -9,309 | -51.67% | Q4 2025 | Feb 03, 2026 |
| Harpswell Capital Advisors, LLC | History | New | 8,660 | 396 | 0.31% | — | 189 | +8,660 | New | Q4 2025 | Feb 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 8,610 | 394 | 0.01% | 0.02% | 190 | +616 | 7.71% | Q4 2025 | Jan 20, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 8,567 | 392 | 0.12% | 0.07% | 192 | +3,750 | 77.85% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 8,563 | 392 | 0.0% | 0.0% | 191 | +2,201 | 34.6% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 8,439 | 386 | 0.01% | 0.01% | 193 | +176 | 2.13% | Q4 2025 | Jan 22, 2026 |
| Waldron Private Wealth LLC | History | No change | 8,248 | 378 | 0.01% | 0.02% | 194 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 8,227 | 377 | 0.0% | 0.0% | 195 | +574 | 7.5% | Q4 2025 | Feb 13, 2026 |
| Truepoint, Inc. | History | New | 8,197 | 375 | 0.01% | — | 197 | +8,197 | New | Q4 2025 | Feb 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 8,188 | 375 | 0.0% | 0.0% | 196 | -897 | -9.87% | Q4 2025 | Feb 17, 2026 |
| Parallel Advisors, LLC | History | Reduced | 8,022 | 367 | 0.01% | 0.01% | 198 | -428 | -5.07% | Q4 2025 | Feb 11, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 7,661 | 358 | 0.04% | 0.06% | 199 | -4,000 | -34.3% | Q4 2025 | Jan 12, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 7,749 | 355 | 0.26% | 0.29% | 200 | -561 | -6.75% | Q4 2025 | Feb 10, 2026 |
| Simplicity Wealth,LLC | History | Added to | 7,549 | 346 | 0.02% | 0.02% | 201 | +318 | 4.4% | Q4 2025 | Jan 30, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 7,501 | 343 | 0.12% | 0.12% | 203 | +494 | 7.05% | Q4 2025 | Jan 09, 2026 |
| Foster Group, Inc. | History | Added to | 7,501 | 343 | 0.01% | 0.01% | 202 | +323 | 4.5% | Q4 2025 | Jan 12, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 7,478 | 342 | 0.24% | 0.25% | 204 | +350 | 4.91% | Q4 2025 | Feb 13, 2026 |
| Uptown Financial Advisors LLC | History | Added to | 7,409 | 339 | 0.24% | 0.27% | 205 | +439 | 6.3% | Q4 2025 | Jan 23, 2026 |
| Traub Capital Management LLC | History | Reduced | 7,192 | 329 | 0.32% | 0.46% | 206 | -2,485 | -25.68% | Q4 2025 | Jan 29, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Reduced | 7,051 | 323 | 0.18% | 0.2% | 207 | -129 | -1.8% | Q4 2025 | Feb 13, 2026 |
| Greenwich Wealth Management LLC | History | No change | 6,991 | 320 | 0.01% | 0.02% | 208 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,968 | 319 | 0.0% | 0.0% | 209 | +3,546 | 103.62% | Q4 2025 | Feb 17, 2026 |
| HB Wealth Management, LLC | History | New | 6,954 | 318 | 0.0% | — | 210 | +6,954 | New | Q4 2025 | Jan 28, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 6,621 | 303 | 0.03% | 0.03% | 211 | -615 | -8.5% | Q4 2025 | Jan 29, 2026 |
| Apella Capital, LLC | History | New | 6,535 | 299 | 0.01% | — | 212 | +6,535 | New | Q4 2025 | Jan 21, 2026 |
| Wedmont Private Capital | History | Added to | 6,360 | 297 | 0.01% | 0.01% | 213 | +66 | 1.05% | Q4 2025 | Jan 08, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 6,092 | 279 | 0.03% | 0.03% | 214 | +237 | 4.05% | Q4 2025 | Jan 26, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 6,100 | 279 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Jordan Park Trust Co LLC | History | No change | 5,963 | 273 | 0.19% | 0.28% | 216 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Compound Planning, Inc. | History | Added to | 5,891 | 270 | 0.01% | 0.01% | 217 | +281 | 5.01% | Q4 2025 | Feb 19, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 5,795 | 265 | 0.07% | 0.07% | 218 | -158 | -2.65% | Q4 2025 | Jan 22, 2026 |
| BlackRock, Inc. | History | Reduced | 5,704 | 261 | 0.0% | 0.0% | 219 | -95 | -1.64% | Q4 2025 | Feb 12, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 5,688 | 260 | 0.08% | 0.07% | 220 | -7 | -0.12% | Q4 2025 | Feb 06, 2026 |
| Martel Wealth Advisors Inc | History | Reduced | 5,644 | 258 | 0.04% | 0.06% | 222 | -1,003 | -15.09% | Q4 2025 | Jan 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 5,635 | 258 | 0.0% | 0.0% | 221 | +965 | 20.66% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 5,604 | 256 | 0.01% | 0.01% | 223 | -174 | -3.01% | Q4 2025 | Feb 11, 2026 |
| GenTrust, LLC | History | No change | 5,563 | 255 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 5,558 | 254 | 0.02% | 0.02% | 225 | +248 | 4.67% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 5,500 | 252 | 0.0% | 0.0% | 226 | -12,476 | -69.4% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 5,458 | 250 | 0.0% | 0.01% | 227 | -626 | -10.29% | Q4 2025 | Jan 16, 2026 |
| Johnson Financial Group, LLC | History | No change | 5,436 | 249 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 5,389 | 247 | 0.06% | 0.12% | 229 | -5,389 | -50.0% | Q4 2025 | Jan 08, 2026 |
| Catalyst Investment Management LLC | History | New | 5,302 | 243 | 0.23% | — | 230 | +5,302 | New | Q4 2025 | Feb 20, 2026 |
| Global Trust Wealth Management LLC | History | New | 5,286 | 242 | 0.18% | — | 232 | +5,286 | New | Q4 2025 | Jan 28, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 5,280 | 242 | 0.03% | 0.03% | 231 | -1,665 | -23.97% | Q4 2025 | Feb 12, 2026 |
| MB Generational Wealth, LLC | History | No change | 5,207 | 238 | 0.13% | 0.16% | 233 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Integrity Investment Advisors, LLC | History | New | 5,092 | 233 | 0.13% | — | 234 | +5,092 | New | Q4 2025 | Feb 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 4,998 | 229 | 0.05% | 0.06% | 235 | -1,192 | -19.26% | Q4 2025 | Feb 10, 2026 |
| Quantinno Capital Management LP | History | New | 4,894 | 224 | 0.0% | — | 236 | +4,894 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 4,898 | 224 | 0.0% | 0.0% | 237 | -51 | -1.03% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 4,834 | 221 | 0.0% | 0.0% | 238 | +752 | 18.42% | Q4 2025 | Feb 17, 2026 |
| Focus Financial Network, Inc. | History | Added to | 4,782 | 219 | 0.01% | 0.01% | 239 | +397 | 9.05% | Q4 2025 | Jan 12, 2026 |
| Klingman & Associates, LLC | History | New | 4,720 | 216 | 0.01% | — | 240 | +4,720 | New | Q4 2025 | Jan 29, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 4,668 | 213 | 0.0% | 0.0% | 241 | -71 | -1.5% | Q4 2025 | Jan 30, 2026 |
| Apeiron RIA LLC | History | New | 4,430 | 212 | 0.04% | — | 242 | +4,430 | New | Q4 2025 | Feb 03, 2026 |
| VestGen Investment Management | History | New | 4,559 | 208 | 0.12% | — | 243 | +4,559 | New | Q4 2025 | Feb 18, 2026 |
| AlphaCentric Advisors LLC | History | New | 4,430 | 203 | 0.2% | — | 244 | +4,430 | New | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 4,325 | 198 | 0.0% | 0.0% | 245 | +227 | 5.54% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 4,019 | 184 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 3,981 | 182 | 0.04% | 0.05% | 247 | +179 | 4.71% | Q4 2025 | Feb 27, 2026 |
| Family CFO Inc | History | New | 3,948 | 180 | 0.08% | — | 248 | +3,948 | New | Q4 2025 | Jan 23, 2026 |
| MASECO LLP | History | New | 3,877 | 177 | 0.01% | — | 249 | +3,877 | New | Q4 2025 | Jan 22, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 3,368 | 154 | 0.0% | 0.0% | 250 | +1,709 | 103.01% | Q4 2025 | Feb 12, 2026 |
| Bogart Wealth, LLC | History | Reduced | 3,276 | 150 | 0.01% | 0.01% | 251 | -10 | -0.3% | Q4 2025 | Jan 30, 2026 |
| Larson Financial Group LLC | History | Added to | 3,260 | 149 | 0.0% | 0.0% | 252 | +249 | 8.27% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 3,248 | 148 | 0.01% | — | 253 | +3,248 | New | Q4 2025 | Feb 03, 2026 |
| COMERICA BANK | History | Added to | 3,218 | 147 | 0.0% | 0.0% | 254 | +973 | 43.34% | Q4 2025 | Jan 29, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 2,985 | 136 | 0.0% | 0.0% | 255 | +110 | 3.83% | Q4 2025 | Feb 12, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 2,407 | 110 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 2,366 | 108 | 0.0% | 0.0% | 257 | -1,991 | -45.7% | Q4 2025 | Feb 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,338 | 107 | 0.0% | 0.0% | 258 | +1,876 | 406.06% | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 2,086 | 95 | 0.01% | 0.01% | 259 | -73 | -3.38% | Q4 2025 | Feb 13, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 2,046 | 93 | 0.03% | 0.03% | 260 | +92 | 4.71% | Q4 2025 | Jan 22, 2026 |
| BESSEMER GROUP INC | History | No change | 1,908 | 87 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 1,831 | 83 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,707 | 78 | 0.0% | 0.0% | 263 | +78 | 4.79% | Q4 2025 | Jan 20, 2026 |
| Blue Trust, Inc. | History | Added to | 1,555 | 71 | 0.0% | 0.0% | 265 | +625 | 67.2% | Q4 2025 | Jan 16, 2026 |
| AlphaCore Capital LLC | History | Reduced | 1,550 | 71 | 0.0% | 0.0% | 264 | -2 | -0.13% | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Added to | 1,357 | 62 | 0.0% | 0.0% | 266 | +173 | 14.61% | Q4 2025 | Feb 06, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 1,200 | 55 | 0.0% | — | 267 | +1,200 | New | Q4 2025 | Feb 02, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 1,105 | 50 | 0.01% | 0.0% | 268 | +1,030 | 1373.33% | Q4 2025 | Jan 29, 2026 |
| Fairman Group, LLC | History | Added to | 1,089 | 49 | 0.04% | 0.04% | 270 | +49 | 4.71% | Q4 2025 | Feb 13, 2026 |
| UMB Bank, n.a. | History | No change | 1,074 | 49 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| United Financial Planning Group LLC | History | Added to | 1,000 | 45 | 0.03% | 0.03% | 271 | +40 | 4.17% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 965 | 44 | 0.0% | — | 272 | +965 | New | Q4 2025 | Feb 06, 2026 |
| Front Row Advisors LLC | History | No change | 962 | 44 | 0.01% | 0.02% | 273 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 951 | 43 | 0.0% | 0.0% | 274 | +175 | 22.55% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Added to | 920 | 42 | 0.0% | 0.0% | 275 | +22 | 2.45% | Q4 2025 | Jan 26, 2026 |
| North Star Investment Management Corp. | History | Added to | 829 | 37 | 0.0% | 0.0% | 276 | +38 | 4.8% | Q4 2025 | Jan 30, 2026 |
| PRIVATE TRUST CO NA | History | No change | 786 | 36 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Root Financial Partners, LLC | History | Added to | 735 | 33 | 0.0% | 0.0% | 278 | +255 | 53.13% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 710 | 32 | 0.0% | — | 280 | +710 | New | Q4 2025 | Feb 05, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 719 | 32 | 0.0% | 0.0% | 279 | +545 | 313.22% | Q4 2025 | Feb 04, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 669 | 30 | 0.0% | — | 281 | +669 | New | Q4 2025 | Jan 30, 2026 |
| SageView Advisory Group, LLC | History | New | 618 | 28 | 0.0% | — | 282 | +618 | New | Q4 2025 | Feb 17, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 620 | 28 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 598 | 27 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WealthCollab, LLC | History | New | 540 | 24 | 0.01% | — | 285 | +540 | New | Q4 2025 | Jan 27, 2026 |
| Pacifica Partners Inc. | History | No change | 505 | 23 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Elevated Capital Advisors, LLC | History | New | 494 | 22 | 0.01% | — | 287 | +494 | New | Q4 2025 | Jan 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 397 | 18 | 0.0% | 0.0% | 288 | -2 | -0.5% | Q4 2025 | Jan 21, 2026 |
| New Republic Capital, LLC | History | No change | 403 | 18 | 0.0% | 0.01% | 289 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 375 | 17 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Anchor Investment Management, LLC | History | Added to | 358 | 16 | 0.0% | 0.0% | 292 | +11 | 3.17% | Q4 2025 | Feb 26, 2026 |
| TRUST CO OF VERMONT | History | No change | 361 | 16 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | New | 328 | 15 | 0.02% | — | 293 | +328 | New | Q4 2025 | Feb 11, 2026 |
| TFC Financial Management, Inc. | History | Added to | 331 | 15 | 0.0% | 0.0% | 294 | +15 | 4.75% | Q4 2025 | Jan 23, 2026 |
| Woodside Wealth Management LLC | History | No change | 335 | 15 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Richardson Capital Management LLC | History | No change | 286 | 13 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Pflug Koory, LLC | History | Added to | 283 | 12 | 0.01% | 0.01% | 297 | +13 | 4.81% | Q4 2025 | Jan 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 220 | 10 | 0.0% | 0.0% | 298 | -400 | -64.52% | Q4 2025 | Feb 12, 2026 |
| IMA Advisory Services, Inc. | History | No change | 227 | 10 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 216 | 9 | 0.0% | 0.0% | 300 | +14 | 6.93% | Q4 2025 | Feb 02, 2026 |
| Ancora Advisors LLC | History | No change | 206 | 9 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Investors Research Corp | History | No change | 209 | 9 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Colonial Trust Co / SC | History | No change | 200 | 9 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 196 | 8 | 0.0% | 0.0% | 304 | +56 | 40.0% | Q4 2025 | Feb 11, 2026 |
| Capital Analysts, LLC | History | Reduced | 158 | 7 | 0.0% | 0.0% | 305 | -182 | -53.53% | Q4 2025 | Feb 11, 2026 |
| EFG International AG | History | New | 155 | 7 | 0.0% | — | 306 | +155 | New | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 148 | 6 | 0.0% | — | 308 | +148 | New | Q4 2025 | Feb 13, 2026 |
| Triumph Capital Management | History | New | 138 | 6 | 0.0% | — | 310 | +138 | New | Q4 2025 | Feb 12, 2026 |
| Cape Investment Advisory, Inc. | History | New | 133 | 6 | 0.0% | — | 313 | +133 | New | Q4 2025 | Feb 17, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 151 | 6 | 0.0% | 0.0% | 312 | -113 | -42.8% | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 133 | 6 | 0.0% | 0.0% | 311 | +6 | 4.72% | Q4 2025 | Feb 13, 2026 |
| HOWE & RUSLING INC | History | No change | 145 | 6 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 150 | 6 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PFS Partners, LLC | History | No change | 142 | 6 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 125 | 5 | 0.0% | 0.0% | 318 | -231 | -64.89% | Q4 2025 | Feb 23, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 103 | 5 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | No change | 125 | 5 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Salomon & Ludwin, LLC | History | No change | 115 | 5 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| OPTIMA CAPITAL LLC | History | New | 107 | 4 | 0.0% | — | 324 | +107 | New | Q4 2025 | Jan 23, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 100 | 4 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Asset Dedication, LLC | History | No change | 109 | 4 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MCF Advisors LLC | History | No change | 90 | 4 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Spire Wealth Management | History | No change | 96 | 4 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Noble Wealth Management PBC | History | No change | 100 | 4 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 81 | 3 | 0.0% | 0.0% | 327 | -1,761 | -95.6% | Q4 2025 | Feb 12, 2026 |
| Tidemark, LLC | History | New | 87 | 3 | 0.0% | — | 329 | +87 | New | Q4 2025 | Feb 10, 2026 |
| Darwin Wealth Management, LLC | History | New | 80 | 3 | 0.0% | — | 325 | +80 | New | Q4 2025 | Jan 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 76 | 3 | 0.0% | — | 326 | +76 | New | Q4 2025 | Jan 21, 2026 |
| Addison Advisors LLC | History | New | 66 | 3 | 0.0% | — | 328 | +66 | New | Q4 2025 | Feb 06, 2026 |
| Winthrop Capital Management, LLC | History | No change | 62 | 3 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 73 | 3 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| CITIGROUP INC | History | Reduced | 44 | 2 | 0.0% | 0.0% | 333 | -4,176 | -98.96% | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 60 | 2 | 0.0% | — | 340 | +60 | New | Q4 2025 | Mar 04, 2026 |
| HHM Wealth Advisors, LLC | History | New | 47 | 2 | 0.0% | — | 336 | +47 | New | Q4 2025 | Jan 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 47 | 2 | 0.0% | — | 334 | +45 | 2250.0% | Q4 2025 | Feb 09, 2026 |
| Evolution Advisers, Inc. | History | New | 45 | 2 | 0.0% | — | 341 | +45 | New | Q4 2025 | Jan 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 50 | 2 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 45 | 2 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 48 | 2 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| TSFG, LLC | History | No change | 46 | 2 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CVA Family Office, LLC | History | No change | 54 | 2 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 54 | 2 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SYM FINANCIAL Corp | History | New | 35 | 1 | 0.0% | — | 343 | +35 | New | Q4 2025 | Feb 13, 2026 |
| Archer Investment Corp | History | Added to | 26 | 1 | 0.0% | 0.0% | 345 | +1 | 4.0% | Q4 2025 | Jan 30, 2026 |
| Sunbelt Securities, Inc. | History | No change | 39 | 1 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 43 | 1 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CSM Advisors, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -357,400 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Forefront Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 2.36% | — | -196,638 | -100.0% | Q3 2025 | Oct 20, 2025 |
| RWA WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -138,650 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -68,024 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -57,720 | -100.0% | Q3 2025 | Oct 24, 2025 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,001 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Rede Wealth, LLC | History | Closed out | 0 | 0 | — | 0.65% | — | -17,334 | -100.0% | Q3 2025 | Oct 29, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,863 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Heritage Trust Co | History | Closed out | 0 | 0 | — | 0.03% | — | -6,880 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Palisades Hudson Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.11% | — | -6,598 | -100.0% | Q3 2025 | Nov 06, 2025 |
| ADVOCATE GROUP LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,094 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,091 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SVB WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,647 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Ignite Planners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,516 | -100.0% | Q3 2025 | Oct 08, 2025 |
| COMMERCE BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -4,408 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Choate Investment Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -4,336 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Keystone Financial Group | History | Closed out | 0 | 0 | — | 0.02% | — | -4,288 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -4,269 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Alhambra Investment Management LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,257 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,201 | -100.0% | Q3 2025 | Nov 06, 2025 |
| American Investment Services, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -4,197 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,627 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -544 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -290 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -273 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -263 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Steigerwald, Gordon & Koch Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -145 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q3 2025 | Oct 21, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Heritage Wealth Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Creative Capital Management Investments LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Feb 13, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Mar 05, 2026 |
| Smartleaf Asset Management LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 12, 2026 |
| MGB Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |
| Realta Investment Advisors | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 20, 2026 |
| Kilter Group LLC | History | Reduced | 2 | 0 | — | — | — | -2 | -50.0% | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Crews Bank & Trust | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Graney & King, LLC | History | Added to | 9 | 0 | — | — | — | +1 | 12.5% | Q4 2025 | Feb 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SIGNATUREFD, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 21 | 0 | — | 0.0% | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Financial Management Professionals, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| High Note Wealth, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Concord Wealth Partners | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Gold Investment Management Ltd. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |