VANGUARD SCOTTSDALE FUNDS - VONE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 1,201,654 | 371,359 | 0.02% | 0.02% | 1 | +36,686 | 3.15% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 808,212 | 249,768 | 0.06% | 0.06% | 2 | +11,097 | 1.39% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 792,987 | 245,064 | 0.04% | 0.04% | 3 | +29,875 | 3.91% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 778,077 | 240,456 | 0.02% | 0.01% | 4 | +384,416 | 97.65% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Reduced | 741,544 | 229,166 | 0.01% | 0.01% | 5 | -30,541 | -3.96% | Q4 2025 | Feb 17, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Reduced | 531,951 | 164,393 | 17.76% | 19.2% | 6 | -9,674 | -1.79% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 484,297 | 149,667 | 0.03% | 0.03% | 7 | -23,900 | -4.7% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 462,141 | 142,822 | 0.13% | 0.12% | 8 | +23,011 | 5.24% | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 458,854 | 141,804 | 0.06% | 0.0% | 9 | +457,196 | 27575.15% | Q4 2025 | Feb 13, 2026 |
| Jordan Park Group LLC | History | Added to | 375,997 | 116,198 | 6.73% | 5.99% | 10 | +28,583 | 8.23% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 299,136 | 92,445 | 0.03% | 0.03% | 11 | +2,979 | 1.01% | Q4 2025 | Feb 18, 2026 |
| Waverly Advisors, LLC | History | Reduced | 298,808 | 92,343 | 0.75% | 0.9% | 12 | -888 | -0.3% | Q4 2025 | Feb 17, 2026 |
| Apella Capital, LLC | History | Added to | 285,228 | 88,146 | 1.74% | 1.7% | 13 | +30,645 | 12.04% | Q4 2025 | Jan 21, 2026 |
| Hilltop Partners LLC | History | Added to | 248,504 | 76,797 | 19.79% | 19.78% | 14 | +29,550 | 13.5% | Q4 2025 | Feb 10, 2026 |
| Flower City Capital | History | Added to | 238,010 | 73,554 | 37.51% | 37.27% | 15 | +8,747 | 3.82% | Q4 2025 | Jan 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 230,204 | 71,142 | 0.02% | 0.03% | 16 | +1,387 | 0.61% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 224,172 | 69,277 | 0.01% | 0.01% | 17 | +4,822 | 2.2% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 221,291 | 68,387 | 0.02% | 0.02% | 18 | -33,434 | -13.13% | Q4 2025 | Feb 10, 2026 |
| Cerity Partners LLC | History | Reduced | 164,974 | 50,983 | 0.07% | 0.08% | 19 | -899 | -0.54% | Q4 2025 | Feb 11, 2026 |
| Sherrill & Hutchins Financial Advisory, Inc | History | Reduced | 160,106 | 49,479 | 35.08% | 35.58% | 20 | -2,363 | -1.45% | Q4 2025 | Jan 12, 2026 |
| MAI Capital Management | History | Added to | 156,682 | 48,421 | 0.28% | 0.29% | 21 | +1,993 | 1.29% | Q4 2025 | Feb 13, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 140,104 | 43,297 | 3.99% | 3.96% | 22 | -304 | -0.22% | Q4 2025 | Jan 12, 2026 |
| Austin Private Wealth, LLC | History | Reduced | 130,664 | 40,380 | 3.0% | 3.1% | 23 | -4,607 | -3.41% | Q4 2025 | Jan 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 119,094 | 36,804 | 0.13% | 0.07% | 24 | +55,117 | 86.15% | Q4 2025 | Jan 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 118,976 | 36,768 | 0.04% | 0.04% | 25 | +1,011 | 0.86% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Reduced | 117,114 | 36,192 | 0.01% | 0.01% | 26 | -8,966 | -7.11% | Q4 2025 | Feb 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 109,285 | 33,773 | 0.0% | 0.0% | 27 | +45,115 | 70.31% | Q4 2025 | Mar 25, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 102,869 | 31,790 | 0.53% | 0.53% | 28 | -333 | -0.32% | Q4 2025 | Jan 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 97,516 | 30,620 | 0.04% | 0.05% | 29 | -1,665 | -1.68% | Q4 2025 | Jan 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 96,862 | 29,934 | 0.21% | 0.25% | 30 | -669 | -0.69% | Q4 2025 | Feb 18, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 95,790 | 29,602 | 0.54% | 0.58% | 31 | -743 | -0.77% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 94,150 | 29,096 | 0.03% | 0.03% | 32 | +1,063 | 1.14% | Q4 2025 | Feb 17, 2026 |
| Hirtle Callaghan & Co LLC | History | Reduced | 90,912 | 28,095 | 0.96% | 1.09% | 33 | -11,779 | -11.47% | Q4 2025 | Feb 04, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 90,849 | 28,075 | 0.52% | 0.55% | 34 | +269 | 0.3% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 81,752 | 25,264 | 0.02% | 0.02% | 35 | +7,005 | 9.37% | Q4 2025 | Feb 17, 2026 |
| VANGUARD GROUP INC | History | Reduced | 78,744 | 24,334 | 0.0% | 0.0% | 36 | -2,655 | -3.26% | Q4 2025 | Jan 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 73,455 | 22,700 | 0.06% | 0.06% | 37 | -6,252 | -7.84% | Q4 2025 | Feb 13, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 71,887 | 22,216 | 1.42% | 1.41% | 38 | +3,044 | 4.42% | Q4 2025 | Jan 20, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 68,821 | 21,268 | 0.0% | 0.0% | 39 | +17,130 | 33.14% | Q4 2025 | Feb 11, 2026 |
| CHOREO, LLC | History | Added to | 67,980 | 21,167 | 0.27% | 0.25% | 40 | +4,971 | 7.89% | Q4 2025 | Jan 23, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 67,039 | 20,717 | 6.29% | 5.84% | 41 | +5,513 | 8.96% | Q4 2025 | Jan 13, 2026 |
| Pathstone Holdings, LLC | History | New | 66,576 | 20,574 | 0.08% | — | 42 | +66,576 | New | Q4 2025 | Feb 13, 2026 |
| Litman Gregory Wealth Management LLC | History | Reduced | 66,031 | 20,406 | 1.49% | 1.5% | 43 | -971 | -1.45% | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 65,736 | 20,315 | 0.03% | 0.03% | 44 | -2,001 | -2.95% | Q4 2025 | Feb 18, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 64,936 | 20,067 | 1.5% | 1.36% | 45 | +6,854 | 11.8% | Q4 2025 | Feb 13, 2026 |
| Stegner Investment Associates Inc. | History | Added to | 64,778 | 20,018 | 10.64% | 10.74% | 46 | +4 | 0.01% | Q4 2025 | Jan 30, 2026 |
| Opus Capital Group, LLC | History | Reduced | 62,200 | 19,222 | 2.08% | 2.13% | 47 | -344 | -0.55% | Q4 2025 | Jan 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 54,099 | 16,719 | 0.04% | 0.04% | 48 | +695 | 1.3% | Q4 2025 | Feb 05, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 52,932 | 16,358 | 2.15% | 2.15% | 49 | -3,209 | -5.72% | Q4 2025 | Jan 23, 2026 |
| Focus Partners Wealth | History | Reduced | 50,401 | 15,575 | 0.02% | 0.0% | 50 | -8,627,338 | -99.42% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 49,439 | 15,278 | 0.01% | 0.01% | 51 | +2,386 | 5.07% | Q4 2025 | Feb 10, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | No change | 49,218 | 15,210 | 1.9% | 1.84% | 52 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 48,805 | 15,082 | 0.01% | 0.01% | 53 | +6,980 | 16.69% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 44,750 | 13,829 | 0.17% | 0.18% | 54 | -142 | -0.32% | Q4 2025 | Feb 09, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 43,733 | 13,515 | 1.22% | — | 55 | +43,733 | New | Q4 2025 | Feb 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Reduced | 34,244 | 10,582 | 0.82% | 0.85% | 56 | -918 | -2.61% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 33,645 | 10,397 | 0.0% | 0.0% | 57 | +805 | 2.45% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 33,160 | 10,247 | 0.13% | 0.14% | 58 | -411 | -1.22% | Q4 2025 | Feb 09, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 33,092 | 10,226 | 0.49% | 0.52% | 59 | -2,641 | -7.39% | Q4 2025 | Jan 23, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 32,228 | 9,959 | 2.38% | 2.53% | 60 | -227 | -0.7% | Q4 2025 | Jan 12, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 31,978 | 9,882 | 1.45% | 1.46% | 61 | -8 | -0.03% | Q4 2025 | Jan 12, 2026 |
| NICOLET BANKSHARES INC | History | New | 31,891 | 9,855 | 1.58% | — | 62 | +31,891 | New | Q4 2025 | Feb 09, 2026 |
| FOUNDERS CAPITAL MANAGEMENT, LLC | History | No change | 30,204 | 9,334 | 1.39% | 1.43% | 63 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| ROYAL BANK OF CANADA | History | New | 29,725 | 9,186 | 0.0% | — | 64 | +29,725 | New | Q4 2025 | Feb 17, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 28,708 | 8,872 | 0.75% | 0.8% | 65 | -1,324 | -4.41% | Q4 2025 | Feb 06, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 28,645 | 8,852 | 1.94% | — | 66 | +28,645 | New | Q4 2025 | Feb 18, 2026 |
| M&T BANK CORP | History | Reduced | 28,230 | 8,724 | 0.03% | 0.04% | 67 | -6,398 | -18.48% | Q4 2025 | Jan 30, 2026 |
| Mariner, LLC | History | Added to | 28,110 | 8,688 | 0.01% | 0.01% | 68 | +1,085 | 4.01% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 27,976 | 8,645 | 0.01% | 0.01% | 69 | +1,915 | 7.35% | Q4 2025 | Feb 17, 2026 |
| Nova R Wealth, Inc. | History | Added to | 27,676 | 8,552 | 3.12% | 2.09% | 70 | +11,399 | 70.03% | Q4 2025 | Jan 14, 2026 |
| COMERICA BANK | History | Added to | 26,766 | 8,271 | 0.03% | 0.03% | 71 | +33 | 0.12% | Q4 2025 | Jan 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 25,661 | 7,930 | 0.01% | 0.01% | 72 | -3,864 | -13.09% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 25,520 | 7,886 | 0.38% | 0.36% | 73 | +915 | 3.72% | Q4 2025 | Jan 20, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 25,517 | 7,885 | 0.43% | 0.5% | 74 | -2,414 | -8.64% | Q4 2025 | Jan 21, 2026 |
| SouthState Bank Corp | History | Reduced | 23,824 | 7,362 | 0.33% | 0.46% | 75 | -8,952 | -27.31% | Q4 2025 | Feb 11, 2026 |
| SoundView Advisors Inc. | History | New | 22,954 | 7,093 | 2.47% | — | 76 | +22,954 | New | Q4 2025 | Feb 06, 2026 |
| Note Advisors, LLC | History | Reduced | 22,435 | 6,981 | 3.58% | 4.19% | 77 | -895 | -3.84% | Q4 2025 | Feb 18, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 22,541 | 6,966 | 0.37% | 0.38% | 78 | -495 | -2.15% | Q4 2025 | Feb 17, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Added to | 22,482 | 6,948 | 2.72% | 2.96% | 79 | +1,286 | 6.07% | Q4 2025 | Feb 11, 2026 |
| Savant Capital, LLC | History | Reduced | 22,250 | 6,876 | 0.04% | 0.04% | 80 | -701 | -3.05% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 21,833 | 6,747 | 0.03% | — | 81 | +21,833 | New | Q4 2025 | Feb 05, 2026 |
| COMMERCE BANK | History | Added to | 20,534 | 6,345 | 0.04% | 0.03% | 82 | +2,423 | 13.38% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 20,049 | 6,195 | 0.02% | 0.03% | 83 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 19,695 | 6,086 | 0.16% | 0.16% | 84 | +398 | 2.06% | Q4 2025 | Jan 28, 2026 |
| Zhang Financial LLC | History | Added to | 18,979 | 5,865 | 0.22% | 0.23% | 85 | +63 | 0.33% | Q4 2025 | Feb 10, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 18,971 | 5,862 | 0.22% | 0.21% | 86 | +1,416 | 8.07% | Q4 2025 | Feb 09, 2026 |
| Napier Financial, LLC | History | New | 18,137 | 5,605 | 1.4% | — | 87 | +18,137 | New | Q4 2025 | Feb 11, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 17,391 | 5,374 | 0.01% | 0.01% | 88 | -758 | -4.18% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 16,816 | 5,196 | 0.01% | 0.01% | 89 | +4,614 | 37.81% | Q4 2025 | Feb 17, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | New | 16,135 | 5,089 | 0.34% | — | 90 | +16,135 | New | Q4 2025 | Feb 13, 2026 |
| LPWM LLC | History | Added to | 16,052 | 4,960 | 1.25% | 1.26% | 92 | +381 | 2.43% | Q4 2025 | Jan 06, 2026 |
| Baird Financial Group, Inc. | History | Added to | 16,050 | 4,960 | 0.01% | 0.01% | 91 | +17 | 0.11% | Q4 2025 | Feb 13, 2026 |
| Francis Financial, Inc. | History | Reduced | 15,860 | 4,901 | 0.96% | 0.85% | 93 | -29 | -0.18% | Q4 2025 | Feb 11, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Added to | 15,303 | 4,729 | 0.99% | 0.69% | 94 | +4,955 | 47.88% | Q4 2025 | Jan 07, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 15,297 | 4,727 | 0.29% | 0.31% | 95 | -1,006 | -6.17% | Q4 2025 | Feb 13, 2026 |
| REGIONS FINANCIAL CORP | History | New | 15,137 | 4,677 | 0.03% | — | 96 | +15,137 | New | Q4 2025 | Jan 27, 2026 |
| CMH Wealth Management LLC | History | Added to | 15,053 | 4,651 | 1.0% | 0.95% | 97 | +328 | 2.23% | Q4 2025 | Jan 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 14,985 | 4,630 | 0.0% | — | 98 | +14,985 | New | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 14,526 | 4,491 | 0.01% | 0.0% | 99 | +13,535 | 1365.79% | Q4 2025 | Feb 05, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 13,968 | 4,316 | 0.4% | 0.4% | 100 | +98 | 0.71% | Q4 2025 | Jan 28, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 13,818 | 4,270 | 0.07% | 0.08% | 101 | -695 | -4.79% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 13,718 | 4,239 | 0.01% | 0.0% | 102 | +1,892 | 16.0% | Q4 2025 | Feb 02, 2026 |
| Global Retirement Partners, LLC | History | Added to | 13,669 | 4,224 | 0.07% | 0.02% | 103 | +11,321 | 482.16% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 13,602 | 4,203 | 0.12% | 0.06% | 104 | -22 | -0.16% | Q4 2025 | Feb 13, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 13,166 | 4,099 | 0.06% | 0.06% | 105 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 12,963 | 4,006 | 0.0% | 0.0% | 106 | -4,200 | -24.47% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 12,145 | 3,766 | 0.01% | 0.01% | 107 | -2,395 | -16.47% | Q4 2025 | Feb 17, 2026 |
| Brown Financial Advisory | History | No change | 11,810 | 3,649 | 1.84% | 1.87% | 108 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Keystone Financial Group | History | Added to | 11,757 | 3,633 | 0.27% | 0.22% | 109 | +2,447 | 26.28% | Q4 2025 | Feb 06, 2026 |
| Sigma Planning Corp | History | Added to | 10,499 | 3,244 | 0.09% | 0.09% | 110 | +403 | 3.99% | Q4 2025 | Jan 30, 2026 |
| Parallel Advisors, LLC | History | No change | 9,635 | 2,977 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 9,586 | 2,962 | 0.01% | 0.01% | 112 | +187 | 1.99% | Q4 2025 | Feb 18, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 9,561 | 2,954 | 0.0% | 0.0% | 113 | +4,622 | 93.58% | Q4 2025 | Feb 17, 2026 |
| SACHEM HILL LLC | History | Reduced | 9,558 | 2,953 | 0.57% | 0.58% | 114 | -96 | -0.99% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 9,361 | 2,892 | 0.0% | 0.0% | 115 | +207 | 2.26% | Q4 2025 | Feb 06, 2026 |
| Enclave Advisors LLC | History | Reduced | 9,051 | 2,797 | 0.4% | 0.46% | 116 | -925 | -9.27% | Q4 2025 | Jan 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 9,019 | 2,787 | 0.01% | 0.01% | 117 | -68 | -0.75% | Q4 2025 | Feb 13, 2026 |
| Quantum Capital Management, LLC / NJ | History | Reduced | 8,964 | 2,770 | 0.32% | 0.31% | 118 | -301 | -3.25% | Q4 2025 | Feb 13, 2026 |
| Brooklyn FI, LLC | History | Added to | 8,860 | 2,738 | 0.59% | 0.56% | 119 | +622 | 7.55% | Q4 2025 | Jan 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 8,791 | 2,716 | 0.01% | 0.01% | 120 | +450 | 5.4% | Q4 2025 | Feb 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 8,595 | 2,656 | 0.15% | 0.15% | 121 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 8,563 | 2,646 | 0.09% | 0.09% | 122 | +913 | 11.93% | Q4 2025 | Jan 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 8,562 | 2,645 | 0.01% | 0.01% | 123 | +3,211 | 60.01% | Q4 2025 | Jan 29, 2026 |
| Topel & Distasi Wealth Management, LLC | History | No change | 8,247 | 2,548 | 1.24% | 1.23% | 124 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 8,167 | 2,523 | 0.13% | 0.16% | 125 | -941 | -10.33% | Q4 2025 | Jan 20, 2026 |
| Carroll Advisory Group, LLC | History | New | 8,117 | 2,508 | 1.09% | — | 126 | +8,117 | New | Q4 2025 | Feb 09, 2026 |
| Brio Consultants, LLC | History | Added to | 7,957 | 2,459 | 0.32% | 0.33% | 127 | +124 | 1.58% | Q4 2025 | Feb 04, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 7,883 | 2,436 | 1.66% | 1.8% | 128 | -82 | -1.03% | Q4 2025 | Feb 02, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 7,556 | 2,335 | 0.05% | 0.05% | 129 | -37 | -0.49% | Q4 2025 | Jan 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 7,520 | 2,323 | 0.0% | 0.0% | 130 | -1,780 | -19.14% | Q4 2025 | Feb 12, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 7,491 | 2,315 | 0.12% | 0.13% | 131 | -378 | -4.8% | Q4 2025 | Jan 15, 2026 |
| GLENMEDE TRUST CO NA | History | New | 7,479 | 2,311 | 0.01% | — | 132 | +7,479 | New | Q4 2025 | Feb 17, 2026 |
| PGIM Custom Harvest LLC | History | No change | 7,361 | 2,274 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vigilare Wealth Management | History | Reduced | 7,286 | 2,251 | 0.76% | 0.81% | 134 | -456 | -5.89% | Q4 2025 | Jan 07, 2026 |
| FORMULATE FINANCIAL LLC | History | No change | 7,262 | 2,244 | 2.63% | 2.72% | 135 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MGO ONE SEVEN LLC | History | New | 7,174 | 2,217 | 0.05% | — | 136 | +7,174 | New | Q4 2025 | Feb 03, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 7,083 | 2,189 | 0.11% | 0.12% | 137 | -81 | -1.13% | Q4 2025 | Mar 04, 2026 |
| AMG National Trust Bank | History | Added to | 6,499 | 2,008 | 0.05% | 0.04% | 138 | +1,148 | 21.45% | Q4 2025 | Jan 30, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Reduced | 6,246 | 1,958 | 0.28% | 0.31% | 139 | -42 | -0.67% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 6,240 | 1,928 | 0.0% | 0.0% | 140 | +77 | 1.25% | Q4 2025 | Mar 09, 2026 |
| Arsenal Capital Advisors LLC | History | New | 6,112 | 1,888 | 1.33% | — | 141 | +6,112 | New | Q4 2025 | Feb 11, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 5,833 | 1,802 | 1.1% | 1.24% | 142 | -1,087 | -15.71% | Q4 2025 | Feb 06, 2026 |
| Neuberger Berman Group LLC | History | No change | 5,817 | 1,797 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 5,807 | 1,794 | 0.01% | 0.01% | 144 | +346 | 6.34% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 5,768 | 1,782 | 0.02% | — | 145 | +5,768 | New | Q4 2025 | Jan 29, 2026 |
| Royal Fund Management, LLC | History | Added to | 5,740 | 1,776 | 0.16% | 0.18% | 146 | +869 | 17.84% | Q4 2025 | Jan 15, 2026 |
| Atria Investments, Inc | History | Added to | 5,601 | 1,730 | 0.02% | 0.02% | 147 | +1,115 | 24.86% | Q4 2025 | Feb 05, 2026 |
| ETF Portfolio Partners, Inc. | History | Reduced | 5,491 | 1,696 | 0.44% | 0.53% | 148 | -1,049 | -16.04% | Q4 2025 | Jan 20, 2026 |
| Indivisible Partners | History | New | 5,451 | 1,684 | 0.18% | — | 149 | +5,451 | New | Q4 2025 | Feb 03, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 5,391 | 1,666 | 0.64% | 0.64% | 150 | +28 | 0.52% | Q4 2025 | Feb 05, 2026 |
| Mutual Advisors, LLC | History | Added to | 5,364 | 1,657 | 0.04% | 0.04% | 151 | +1 | 0.02% | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,345 | 1,652 | 0.0% | 0.0% | 152 | +958 | 21.84% | Q4 2025 | Mar 16, 2026 |
| TRITONPOINT WEALTH, LLC | History | New | 5,310 | 1,641 | 0.17% | — | 153 | +5,310 | New | Q4 2025 | Jan 20, 2026 |
| Berkshire Money Management, Inc. | History | New | 5,295 | 1,636 | 0.16% | — | 154 | +5,295 | New | Q4 2025 | Jan 27, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 5,238 | 1,618 | 0.05% | 0.05% | 155 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 5,099 | 1,575 | 0.03% | 0.03% | 156 | -17 | -0.33% | Q4 2025 | Feb 05, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Reduced | 5,085 | 1,571 | 1.46% | 1.49% | 157 | -195 | -3.69% | Q4 2025 | Jan 16, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 4,858 | 1,501 | 0.78% | 0.69% | 158 | +767 | 18.75% | Q4 2025 | Jan 29, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,680 | 1,446 | 0.01% | — | 159 | +4,680 | New | Q4 2025 | Feb 18, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 4,652 | 1,437 | 0.0% | 0.0% | 160 | +3,900 | 518.62% | Q4 2025 | Feb 17, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 4,623 | 1,428 | 0.89% | — | 161 | +4,623 | New | Q4 2025 | Feb 04, 2026 |
| Anson Capital, Inc. | History | Added to | 4,613 | 1,425 | 1.04% | 1.04% | 162 | +12 | 0.26% | Q4 2025 | Feb 04, 2026 |
| American Investment Services, Inc. | History | No change | 4,425 | 1,367 | 0.32% | 0.32% | 163 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PFW Advisors LLC | History | Reduced | 4,354 | 1,345 | 0.41% | 0.4% | 164 | -102 | -2.29% | Q4 2025 | Jan 12, 2026 |
| Curi Capital, LLC | History | Reduced | 4,250 | 1,313 | 0.02% | 0.03% | 165 | -1,046 | -19.75% | Q4 2025 | Feb 17, 2026 |
| Welch Group, LLC | History | No change | 4,237 | 1,309 | 0.05% | 0.05% | 166 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 4,160 | 1,285 | 0.37% | 0.39% | 167 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Indiana Trust & Investment Management Co | History | Reduced | 4,075 | 1,259 | 0.37% | 0.41% | 168 | -381 | -8.55% | Q4 2025 | Jan 21, 2026 |
| Compass Financial Group, INC/SD | History | No change | 4,069 | 1,257 | 0.18% | 0.18% | 169 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TritonPoint Partners, LLC | History | New | 4,043 | 1,249 | 0.67% | — | 170 | +4,043 | New | Q4 2025 | Feb 13, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 3,967 | 1,226 | 0.07% | 0.07% | 171 | +110 | 2.85% | Q4 2025 | Jan 13, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 3,860 | 1,192 | 0.22% | 0.27% | 172 | -792 | -17.02% | Q4 2025 | Feb 09, 2026 |
| Continuum Advisory, LLC | History | Added to | 3,804 | 1,175 | 0.12% | 0.12% | 173 | +12 | 0.32% | Q4 2025 | Feb 11, 2026 |
| Clarius Group, LLC | History | No change | 3,741 | 1,156 | 0.07% | 0.07% | 174 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 3,735 | 1,154 | 0.01% | 0.01% | 175 | -36 | -0.95% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 3,718 | 1,149 | 0.0% | 0.0% | 176 | +529 | 16.59% | Q4 2025 | Feb 11, 2026 |
| Hershey Financial Advisers, LLC | History | New | 3,607 | 1,114 | 0.94% | — | 177 | +3,607 | New | Q4 2025 | Feb 18, 2026 |
| Crane Advisory, LLC | History | No change | 3,471 | 1,094 | 0.17% | 0.17% | 178 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | No change | 3,520 | 1,087 | 0.62% | 0.62% | 179 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 3,480 | 1,075 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Segment Wealth Management, LLC | History | New | 3,424 | 1,058 | 0.06% | — | 181 | +3,424 | New | Q4 2025 | Jan 29, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 3,358 | 1,037 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 3,349 | 1,035 | 0.01% | 0.01% | 183 | -11 | -0.33% | Q4 2025 | Feb 13, 2026 |
| Bawa N Mallick Trust | History | No change | 3,250 | 1,004 | 0.37% | 0.37% | 184 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 3,245 | 1,002 | 0.01% | 0.01% | 185 | -65 | -1.96% | Q4 2025 | Feb 03, 2026 |
| Avior Wealth Management, LLC | History | Added to | 3,229 | 997 | 0.03% | 0.03% | 186 | +211 | 6.99% | Q4 2025 | Jan 06, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 3,172 | 980 | 0.01% | — | 187 | +3,172 | New | Q4 2025 | Feb 18, 2026 |
| CERTUITY, LLC | History | Added to | 3,093 | 956 | 0.06% | 0.06% | 188 | +8 | 0.26% | Q4 2025 | Jan 30, 2026 |
| Wick Capital Partners, LLC | History | No change | 3,058 | 945 | 0.17% | 0.22% | 189 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Blue Trust, Inc. | History | No change | 3,014 | 931 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| AE Wealth Management LLC | History | Added to | 2,969 | 917 | 0.01% | 0.0% | 191 | +1,295 | 77.36% | Q4 2025 | Jan 26, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 2,938 | 908 | 0.03% | 0.03% | 192 | +5 | 0.17% | Q4 2025 | Feb 11, 2026 |
| BXM Wealth LLC | History | Added to | 2,928 | 904 | 0.7% | 0.74% | 193 | +328 | 12.62% | Q4 2025 | Jan 20, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 2,870 | 886 | 0.15% | 0.15% | 194 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | New | 2,837 | 877 | 0.86% | — | 195 | +2,837 | New | Q4 2025 | Feb 17, 2026 |
| Midwest Trust Co | History | No change | 2,796 | 864 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 2,793 | 862 | 0.01% | 0.01% | 197 | +386 | 16.04% | Q4 2025 | Jan 30, 2026 |
| Composition Wealth, LLC | History | No change | 2,758 | 852 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 2,708 | 852 | 0.25% | 0.28% | 199 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Ethos Financial Group, LLC | History | No change | 2,756 | 851 | 0.06% | 0.07% | 200 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Downshift Financial, LLC | History | New | 2,633 | 807 | 0.5% | — | 201 | +2,633 | New | Q4 2025 | Mar 11, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 2,555 | 789 | 0.32% | 0.3% | 202 | -8 | -0.31% | Q4 2025 | Feb 11, 2026 |
| Michels Family Financial, LLC | History | Reduced | 2,528 | 781 | 0.57% | 0.6% | 203 | -3 | -0.12% | Q4 2025 | Feb 19, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,465 | 767 | 0.03% | 0.0% | 204 | +2,385 | 2981.25% | Q4 2025 | Feb 13, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 2,480 | 766 | 0.22% | 0.23% | 205 | +7 | 0.28% | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Reduced | 2,456 | 759 | 0.0% | 0.0% | 206 | -43 | -1.72% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 2,390 | 738 | 0.0% | 0.0% | 207 | +319 | 15.4% | Q4 2025 | Feb 17, 2026 |
| Modera Wealth Management, LLC | History | No change | 2,348 | 725 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Snider Financial Group | History | Reduced | 2,336 | 721 | 0.19% | 0.35% | 209 | -1,873 | -44.5% | Q4 2025 | Jan 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 2,315 | 715 | 0.01% | 0.01% | 210 | +208 | 9.87% | Q4 2025 | Jan 29, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 2,282 | 713 | 0.02% | 0.02% | 211 | +7 | 0.31% | Q4 2025 | Jan 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 2,275 | 703 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| WealthShield Partners, LLC | History | Reduced | 2,232 | 689 | 0.08% | 0.08% | 213 | -160 | -6.69% | Q4 2025 | Feb 03, 2026 |
| Williams & Novak, LLC | History | Added to | 2,226 | 687 | 0.52% | 0.48% | 214 | +142 | 6.81% | Q4 2025 | Feb 05, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 2,193 | 677 | 0.36% | 0.35% | 215 | +141 | 6.87% | Q4 2025 | Jan 26, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 2,154 | 665 | 0.22% | 0.22% | 216 | +60 | 2.87% | Q4 2025 | Jan 26, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 2,145 | 662 | 0.02% | 0.01% | 217 | +571 | 36.28% | Q4 2025 | Jan 23, 2026 |
| BlackRock, Inc. | History | Added to | 2,118 | 654 | 0.0% | 0.0% | 218 | +760 | 55.96% | Q4 2025 | Feb 12, 2026 |
| Capital Advantage, Inc. | History | New | 2,098 | 648 | 0.09% | — | 219 | +2,098 | New | Q4 2025 | Jan 07, 2026 |
| Advyzon Investment Management, LLC | History | New | 2,092 | 646 | 0.07% | — | 220 | +2,092 | New | Q4 2025 | Feb 13, 2026 |
| Vantus Wealth LLC | History | New | 2,092 | 646 | 0.48% | — | 221 | +2,092 | New | Q4 2025 | Feb 10, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 1,967 | 607 | 0.27% | — | 222 | +1,967 | New | Q4 2025 | Mar 10, 2026 |
| HBK Sorce Advisory LLC | History | No change | 1,885 | 591 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Base Wealth Management LLC | History | Reduced | 1,912 | 590 | 0.32% | 0.33% | 225 | -5 | -0.26% | Q4 2025 | Jan 21, 2026 |
| Retirement Planning Group, LLC | History | No change | 1,910 | 590 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,874 | 579 | 0.0% | 0.0% | 226 | +29 | 1.57% | Q4 2025 | Feb 12, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 1,855 | 573 | 0.06% | 0.06% | 227 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 1,816 | 561 | 0.03% | 0.03% | 228 | -11 | -0.6% | Q4 2025 | Jan 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 1,809 | 558 | 0.01% | 0.01% | 229 | -579 | -24.25% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | New | 1,720 | 531 | 0.01% | — | 230 | +1,720 | New | Q4 2025 | Mar 12, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 1,719 | 531 | 0.09% | 0.1% | 231 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,718 | 530 | 0.01% | 0.01% | 232 | +53 | 3.18% | Q4 2025 | Jan 23, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 1,713 | 529 | 0.12% | 0.14% | 233 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Leo Wealth, LLC | History | New | 1,707 | 527 | 0.04% | — | 234 | +1,707 | New | Q4 2025 | Jan 21, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,658 | 512 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FULTON BANK, N.A. | History | No change | 1,646 | 508 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,606 | 496 | 0.0% | 0.0% | 237 | -134 | -7.7% | Q4 2025 | Feb 02, 2026 |
| Glassman Wealth Services | History | Reduced | 1,587 | 490 | 0.07% | 0.07% | 238 | -68 | -4.11% | Q4 2025 | Jan 28, 2026 |
| Narwhal Capital Management | History | No change | 1,568 | 484 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 1,563 | 483 | 0.02% | 0.02% | 240 | +40 | 2.63% | Q4 2025 | Feb 17, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 1,544 | 477 | 0.26% | 0.27% | 241 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 1,533 | 473 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,526 | 471 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 1,510 | 466 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,472 | 454 | 0.0% | 0.0% | 245 | +62 | 4.4% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 1,451 | 448 | 0.01% | 0.01% | 246 | +34 | 2.4% | Q4 2025 | Feb 09, 2026 |
| Strategic Financial Services, Inc. | History | No change | 1,425 | 446 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 1,417 | 438 | 0.01% | 0.0% | 248 | +134 | 10.44% | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Reduced | 1,387 | 430 | 0.01% | 0.01% | 249 | -681 | -32.93% | Q4 2025 | Feb 09, 2026 |
| Argent Trust Co | History | No change | 1,390 | 429 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AA Financial Advisors, LLC | History | No change | 1,387 | 428 | 0.08% | 0.08% | 251 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| W ADVISORS, LLC | History | No change | 1,377 | 425 | 0.21% | 0.22% | 252 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BBR PARTNERS, LLC | History | New | 1,373 | 424 | 0.02% | — | 253 | +1,373 | New | Q4 2025 | Feb 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 1,369 | 423 | 0.03% | 0.03% | 254 | +36 | 2.7% | Q4 2025 | Feb 17, 2026 |
| Alliance Private Wealth, LLC | History | New | 1,351 | 421 | 0.15% | — | 255 | +1,351 | New | Q4 2025 | Feb 13, 2026 |
| Marble Wealth, LLC | History | New | 1,360 | 420 | 0.06% | — | 256 | +1,360 | New | Q4 2025 | Feb 10, 2026 |
| WILKINS INVESTMENT COUNSEL INC | History | No change | 1,340 | 414 | 0.06% | 0.06% | 257 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Hardy Reed LLC | History | Reduced | 1,316 | 406 | 0.03% | 0.03% | 258 | -16 | -1.2% | Q4 2025 | Feb 06, 2026 |
| TLWM | History | No change | 1,309 | 404 | 0.07% | 0.07% | 259 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Red Tortoise LLC | History | Added to | 1,293 | 399 | 0.17% | 0.17% | 260 | +1 | 0.08% | Q4 2025 | Jan 22, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | New | 1,285 | 397 | 0.18% | — | 261 | +1,285 | New | Q4 2025 | Feb 11, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | Reduced | 1,278 | 394 | 0.46% | 0.46% | 262 | -6 | -0.47% | Q4 2025 | Feb 11, 2026 |
| BROGAN FINANCIAL, INC. | History | Added to | 1,267 | 391 | 0.17% | 0.16% | 263 | +3 | 0.24% | Q4 2025 | Feb 12, 2026 |
| Callan Family Office, LLC | History | New | 1,250 | 386 | 0.01% | — | 265 | +1,250 | New | Q4 2025 | Feb 12, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,250 | 386 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 1,228 | 379 | 0.01% | 0.01% | 266 | -6 | -0.49% | Q4 2025 | Feb 11, 2026 |
| Tranquility Partners, LLC | History | No change | 1,202 | 371 | 0.13% | 0.12% | 267 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| KTF INVESTMENTS, LLC | History | New | 1,172 | 362 | 0.06% | — | 268 | +1,172 | New | Q4 2025 | Jan 30, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,168 | 360 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Moors & Cabot, Inc. | History | New | 1,136 | 351 | 0.02% | — | 270 | +1,136 | New | Q4 2025 | Feb 10, 2026 |
| CVA Family Office, LLC | History | No change | 1,136 | 351 | 0.04% | 0.04% | 271 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Aerodigm Wealth, LLC | History | No change | 1,130 | 349 | 0.12% | 0.14% | 272 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HB Wealth Management, LLC | History | No change | 1,126 | 348 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ASSETMARK, INC | History | Added to | 1,124 | 347 | 0.0% | 0.0% | 274 | +280 | 33.18% | Q4 2025 | Jan 23, 2026 |
| Nemes Rush Group LLC | History | Added to | 1,124 | 347 | 0.03% | 0.03% | 275 | +3 | 0.27% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 1,117 | 345 | 0.0% | 0.0% | 276 | +16 | 1.45% | Q4 2025 | Feb 02, 2026 |
| Independent Advisor Alliance | History | No change | 1,119 | 345 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Lido Advisors, LLC | History | No change | 1,105 | 335 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 1,087 | 335 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Oxbow Advisors, LLC | History | Reduced | 1,040 | 321 | 0.03% | 0.03% | 280 | -89 | -7.88% | Q4 2025 | Feb 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,029 | 317 | 0.02% | 0.02% | 281 | +1 | 0.1% | Q4 2025 | Jan 21, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 1,023 | 316 | 0.03% | 0.03% | 282 | +1 | 0.1% | Q4 2025 | Jan 29, 2026 |
| Belvedere Trading LLC | History | Reduced | 1,000 | 309 | 0.0% | 0.0% | 283 | -300 | -23.08% | Q4 2025 | Feb 10, 2026 |
| Heritage Family Offices, LLP | History | No change | 1,002 | 309 | 0.14% | 0.14% | 284 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Circle Wealth Management, LLC | History | New | 945 | 292 | 0.0% | — | 285 | +945 | New | Q4 2025 | Feb 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 920 | 284 | 0.0% | 0.0% | 286 | -986 | -51.73% | Q4 2025 | Feb 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 916 | 283 | 0.0% | 0.0% | 287 | -29 | -3.07% | Q4 2025 | Feb 11, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 913 | 282 | 0.03% | 0.03% | 288 | +4 | 0.44% | Q4 2025 | Jan 27, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 910 | 281 | 0.03% | 0.03% | 289 | +2 | 0.22% | Q4 2025 | Jan 14, 2026 |
| Vise Technologies, Inc. | History | New | 908 | 280 | 0.01% | — | 290 | +908 | New | Q4 2025 | Feb 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 901 | 278 | 0.09% | 0.1% | 291 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 900 | 278 | 0.1% | 0.09% | 292 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 898 | 277 | 0.0% | 0.0% | 293 | +92 | 11.41% | Q4 2025 | Feb 13, 2026 |
| One Day In July LLC | History | New | 892 | 275 | 0.02% | — | 294 | +892 | New | Q4 2025 | Feb 04, 2026 |
| IHT Wealth Management, LLC | History | Added to | 878 | 271 | 0.01% | 0.01% | 295 | +1 | 0.11% | Q4 2025 | Feb 17, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 874 | 270 | 0.21% | — | 296 | +874 | New | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | No change | 870 | 268 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 865 | 267 | 0.0% | 0.0% | 298 | -92 | -9.61% | Q4 2025 | Jan 26, 2026 |
| Emergent Wealth Advisors, LLC | History | No change | 865 | 267 | 0.15% | 0.15% | 299 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Berkeley, Inc | History | Added to | 846 | 261 | 0.08% | 0.08% | 301 | +1 | 0.12% | Q4 2025 | Jan 26, 2026 |
| Ancora Advisors LLC | History | No change | 845 | 261 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 844 | 260 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Intrua Financial, LLC | History | No change | 828 | 255 | 0.03% | 0.03% | 303 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| HEADINVEST, LLC | History | No change | 825 | 254 | 0.05% | 0.05% | 304 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Solidarity Wealth, LLC | History | No change | 824 | 254 | 0.05% | 0.05% | 305 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | No change | 820 | 253 | 0.19% | 0.19% | 306 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Abacus Planning Group, Inc. | History | No change | 807 | 249 | 0.03% | 0.03% | 307 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BROWN ADVISORY INC | History | No change | 800 | 247 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 793 | 245 | 0.01% | 0.01% | 309 | +161 | 25.47% | Q4 2025 | Jan 13, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 787 | 243 | 0.03% | 0.03% | 310 | -100 | -11.27% | Q4 2025 | Jan 09, 2026 |
| Valtrion Capital Management, LLC | History | No change | 784 | 242 | 0.24% | 0.25% | 311 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 782 | 241 | 0.06% | 0.06% | 312 | -5 | -0.64% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | New | 770 | 237 | 0.01% | — | 313 | +770 | New | Q4 2025 | Feb 17, 2026 |
| MATAURO, LLC | History | Added to | 764 | 235 | 0.04% | 0.04% | 314 | +13 | 1.73% | Q4 2025 | Jan 16, 2026 |
| Beaumont Asset Management, L.L.C. | History | No change | 748 | 231 | 0.12% | 0.11% | 315 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Financial Management Professionals, Inc. | History | No change | 743 | 229 | 0.02% | 0.02% | 316 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Quantinno Capital Management LP | History | New | 740 | 228 | 0.0% | — | 317 | +740 | New | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | Reduced | 722 | 226 | 0.01% | 0.01% | 318 | -253 | -25.95% | Q4 2025 | Jan 27, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 733 | 226 | 0.05% | 0.06% | 319 | -8 | -1.08% | Q4 2025 | Feb 11, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | New | 725 | 224 | 0.01% | — | 320 | +725 | New | Q4 2025 | Jan 27, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 705 | 217 | 0.0% | 0.0% | 321 | -39 | -5.24% | Q4 2025 | Feb 13, 2026 |
| ADIRONDACK TRUST CO | History | No change | 700 | 216 | 0.07% | 0.07% | 322 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Cadence Bank | History | No change | 700 | 216 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 700 | 216 | 0.02% | 0.02% | 324 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Astra Wealth Partners LLC | History | No change | 701 | 216 | 0.13% | 0.14% | 325 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 696 | 215 | 0.03% | 0.03% | 326 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Empowered Funds, LLC | History | Reduced | 680 | 210 | 0.0% | 0.08% | 327 | -25,878 | -97.44% | Q4 2025 | Feb 18, 2026 |
| Dakota Wealth Management | History | No change | 680 | 210 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 679 | 209 | 0.15% | — | 329 | +679 | New | Q4 2025 | Jan 26, 2026 |
| Tenzing Financial LLC | History | New | 676 | 208 | 0.17% | — | 330 | +676 | New | Q4 2025 | Feb 13, 2026 |
| Ellis Investment Partners, LLC | History | New | 669 | 206 | 0.04% | — | 331 | +669 | New | Q4 2025 | Feb 02, 2026 |
| Highland Financial Advisors, LLC | History | No change | 664 | 205 | 0.06% | 0.06% | 332 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| American Capital Advisory, LLC | History | No change | 654 | 202 | 0.09% | 0.09% | 333 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 650 | 200 | 0.0% | — | 334 | +650 | New | Q4 2025 | Feb 12, 2026 |
| DT Investment Partners, LLC | History | No change | 621 | 191 | 0.02% | 0.02% | 335 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 609 | 188 | 0.0% | 0.0% | 336 | -72 | -10.57% | Q4 2025 | Jan 27, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 350 | 108 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 348 | 107 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 280 | 86 | 0.0% | 0.0% | 339 | -104 | -27.08% | Q4 2025 | Feb 17, 2026 |
| Operose Advisors LLC | History | No change | 252 | 77 | 0.02% | 0.02% | 340 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Access Investment Management LLC | History | No change | 248 | 74 | 0.02% | 0.02% | 341 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| ORG Partners LLC | History | Added to | 221 | 68 | 0.01% | 0.01% | 342 | +16 | 7.8% | Q4 2025 | Jan 14, 2026 |
| Fort Vancouver Investment Management, LLC | History | Reduced | 222 | 68 | 0.04% | 0.04% | 343 | -12 | -5.13% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 196 | 60 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 178 | 55 | 0.0% | 0.0% | 346 | +8 | 4.71% | Q4 2025 | Feb 03, 2026 |
| West Branch Capital LLC | History | No change | 179 | 55 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Biltmore Family Office, LLC | History | New | 171 | 52 | 0.01% | — | 347 | +171 | New | Q4 2025 | Feb 04, 2026 |
| IAG Wealth Partners, LLC | History | No change | 158 | 48 | 0.01% | 0.01% | 348 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | No change | 156 | 48 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 145 | 44 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 137 | 42 | 0.0% | — | 351 | +137 | New | Q4 2025 | Jan 30, 2026 |
| Capital Analysts, LLC | History | No change | 128 | 40 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AlphaCore Capital LLC | History | No change | 114 | 35 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 100 | 30 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 100 | 30 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| TCTC Holdings, LLC | History | No change | 93 | 28 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HOWE & RUSLING INC | History | No change | 80 | 24 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 74 | 22 | 0.0% | — | 358 | +74 | New | Q4 2025 | Feb 09, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 61 | 18 | 0.01% | — | 360 | +61 | New | Q4 2025 | Feb 19, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 60 | 18 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 51 | 15 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 40 | 12 | 0.0% | 0.02% | 362 | -1,831 | -97.86% | Q4 2025 | Feb 17, 2026 |
| MASECO LLP | History | No change | 36 | 11 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Westfuller Advisors, LLC | History | Added to | 36 | 10 | 0.0% | 0.0% | 364 | +1 | 2.86% | Q4 2025 | Jan 21, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 31 | 9 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Russell Investments Group, Ltd. | History | No change | 26 | 8 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 20 | 6 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Merrithew & Thorsten Inc | History | New | 19 | 5 | 0.01% | — | 370 | +19 | New | Q4 2025 | Feb 03, 2026 |
| SHP Wealth Management | History | New | 18 | 5 | 0.0% | — | 368 | +18 | New | Q4 2025 | Mar 04, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 17 | 5 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pflug Koory, LLC | History | No change | 12 | 3 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 10 | 3 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 10 | 3 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2 | 1 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Endowment Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 1.34% | — | -9,747 | -100.0% | Q3 2025 | Nov 06, 2025 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -7,791 | -100.0% | Q3 2025 | Nov 05, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,579 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,375 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -6,011 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Compass Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -3,125 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.06% | — | -1,460 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RDA Financial Network | History | Closed out | 0 | 0 | — | 0.1% | — | -1,361 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Tandem Financial, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -1,064 | -100.0% | Q3 2025 | Oct 31, 2025 |
| MAIRS & POWER INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,031 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XY Planning Network, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -1,025 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Gladstone Institutional Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -879 | -100.0% | Q3 2025 | Oct 22, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -763 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -512 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q3 2025 | Nov 03, 2025 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Colonial Trust Advisors | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 10, 2025 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Friedenthal Financial | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SWAN Capital LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |