VANGUARD SCOTTSDALE FUNDS - VONV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 25,008,474 | 2,308,282 | 0.17% | 0.17% | 1 | -3,467,614 | -12.18% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 11,418,321 | 1,053,911 | 0.29% | 0.27% | 2 | +891,173 | 8.47% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Reduced | 5,525,018 | 509,959 | 0.03% | 0.03% | 3 | -351,055 | -5.97% | Q4 2025 | Feb 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 4,726,716 | 436,276 | 1.05% | 0.99% | 4 | +181,325 | 3.99% | Q4 2025 | Feb 11, 2026 |
| SageView Advisory Group, LLC | History | Added to | 2,955,832 | 272,823 | 9.22% | 8.52% | 5 | +193,595 | 7.01% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,684,203 | 247,751 | 0.03% | 0.01% | 6 | +1,865,509 | 227.86% | Q4 2025 | Mar 25, 2026 |
| UBS Group AG | History | Reduced | 2,653,426 | 244,911 | 0.04% | 0.04% | 7 | -97,132 | -3.53% | Q4 2025 | Jan 29, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 2,362,300 | 218,040 | 2.36% | 3.16% | 8 | -541,700 | -18.65% | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,809,157 | 166,985 | 0.05% | 0.05% | 9 | -17,005 | -0.93% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,657,907 | 153,025 | 0.35% | 0.35% | 10 | +24,671 | 1.51% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,534,887 | 141,670 | 0.04% | 0.04% | 11 | +101,457 | 7.08% | Q4 2025 | Feb 18, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 1,472,130 | 135,877 | 2.25% | — | 12 | +1,472,130 | New | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,461,212 | 134,869 | 0.18% | 0.18% | 13 | -14,233 | -0.96% | Q4 2025 | Feb 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,444,888 | 133,363 | 0.18% | 0.16% | 14 | +64,026 | 4.64% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,402,146 | 129,418 | 0.02% | 0.02% | 15 | +43,894 | 3.23% | Q4 2025 | Feb 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,333,304 | 123,063 | 0.03% | — | 16 | +1,333,304 | New | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 1,212,213 | 111,887 | 0.43% | — | 17 | +1,212,213 | New | Q4 2025 | Feb 13, 2026 |
| CITIGROUP INC | History | Added to | 1,076,212 | 99,334 | 0.04% | 0.04% | 18 | +31,384 | 3.0% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 981,971 | 90,668 | 0.13% | 0.1% | 19 | +150,177 | 18.05% | Q4 2025 | Feb 17, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 902,562 | 83,306 | 8.14% | 8.11% | 20 | -7,358 | -0.81% | Q4 2025 | Jan 29, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 876,547 | 80,905 | 4.42% | 4.29% | 21 | +66,229 | 8.17% | Q4 2025 | Jan 21, 2026 |
| Equitable Holdings, Inc. | History | Added to | 869,949 | 80,296 | 0.55% | 0.57% | 22 | +7,106 | 0.82% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 840,278 | 77,558 | 0.02% | 0.02% | 23 | -237,800 | -22.06% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 771,849 | 71,241 | 0.04% | 0.04% | 24 | +4,345 | 0.57% | Q4 2025 | Feb 06, 2026 |
| WestHill Financial Advisors, Inc. | History | Added to | 751,666 | 69,378 | 13.18% | 13.07% | 25 | +5,403 | 0.72% | Q4 2025 | Jan 21, 2026 |
| Adventist Health System/ West | History | No change | 692,800 | 63,945 | 10.75% | 10.09% | 26 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 631,573 | 58,294 | 0.01% | — | 27 | +631,573 | New | Q4 2025 | Feb 17, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Added to | 610,117 | 56,313 | 22.07% | 24.96% | 28 | +5,172 | 0.85% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 586,421 | 54,126 | 0.0% | 0.0% | 29 | -2,510 | -0.43% | Q4 2025 | Feb 11, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 526,321 | 48,579 | 0.75% | 0.87% | 30 | -3,802 | -0.72% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 525,814 | 48,532 | 0.09% | 0.08% | 31 | +74,650 | 16.55% | Q4 2025 | Mar 16, 2026 |
| HighTower Advisors, LLC | History | Added to | 483,238 | 44,602 | 0.05% | 0.05% | 32 | +9,754 | 2.06% | Q4 2025 | Feb 06, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 442,063 | 40,802 | 0.31% | 0.3% | 33 | +45,184 | 11.38% | Q4 2025 | Jan 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 392,550 | 36,232 | 0.09% | 0.09% | 34 | +5,997 | 1.55% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 386,590 | 35,682 | 2.67% | 2.6% | 35 | +9,107 | 2.41% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 386,206 | 35,646 | 0.2% | 0.22% | 36 | -12,625 | -3.17% | Q4 2025 | Feb 03, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 378,773 | 34,960 | 2.83% | 2.81% | 37 | -5,036 | -1.31% | Q4 2025 | Feb 06, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 378,142 | 34,902 | 2.07% | 1.33% | 38 | +125,491 | 49.67% | Q4 2025 | Jan 29, 2026 |
| Brio Consultants, LLC | History | Added to | 374,469 | 34,563 | 4.49% | 4.25% | 39 | +28,934 | 8.37% | Q4 2025 | Feb 04, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 364,915 | 33,681 | 0.23% | 0.18% | 40 | +55,989 | 18.12% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | Reduced | 353,097 | 32,590 | 0.13% | 0.12% | 41 | -4,952 | -1.38% | Q4 2025 | Jan 29, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 336,028 | 31,015 | 5.91% | 5.89% | 42 | +62 | 0.02% | Q4 2025 | Jan 26, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 331,276 | 30,576 | 6.07% | 5.88% | 43 | +11,059 | 3.45% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 327,053 | 30,187 | 0.03% | 0.05% | 44 | +11,317 | 3.58% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 323,518 | 29,767 | 0.09% | 0.1% | 45 | -20,429 | -5.94% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Added to | 319,347 | 29,475 | 0.52% | 0.61% | 46 | +13,310 | 4.35% | Q4 2025 | Feb 06, 2026 |
| Windward Private Wealth Management Inc. | History | Added to | 309,185 | 28,537 | 9.88% | 9.53% | 47 | +233 | 0.08% | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Added to | 307,707 | 28,401 | 0.03% | 0.03% | 48 | +21,620 | 7.56% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 307,315 | 28,365 | 0.05% | 0.07% | 49 | -79,328 | -20.52% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 295,487 | 27,273 | 0.13% | 0.11% | 50 | +43,292 | 17.17% | Q4 2025 | Feb 17, 2026 |
| COMMERCE BANK | History | Reduced | 289,407 | 26,712 | 0.15% | 0.15% | 51 | -4,228 | -1.44% | Q4 2025 | Feb 13, 2026 |
| Callan Family Office, LLC | History | New | 288,473 | 26,626 | 0.57% | — | 52 | +288,473 | New | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 287,861 | 26,569 | 0.02% | 0.01% | 53 | +152,405 | 112.51% | Q4 2025 | Feb 17, 2026 |
| M&T BANK CORP | History | Added to | 273,490 | 25,242 | 0.08% | 0.08% | 54 | +4,025 | 1.49% | Q4 2025 | Jan 30, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 267,580 | 24,697 | 0.0% | 0.08% | 55 | -5,007,607 | -94.93% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 266,436 | 24,592 | 0.04% | 0.0% | 56 | +260,565 | 4438.17% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 251,249 | 23,190 | 0.29% | 0.29% | 57 | -65 | -0.03% | Q4 2025 | Feb 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 234,372 | 22,270 | 0.03% | 0.03% | 58 | -5,999 | -2.5% | Q4 2025 | Jan 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 231,276 | 21,346 | 0.15% | 0.14% | 59 | +51,961 | 28.98% | Q4 2025 | Feb 18, 2026 |
| Cresset Asset Management, LLC | History | Added to | 223,518 | 20,630 | 0.09% | 0.0% | 60 | +215,035 | 2534.89% | Q4 2025 | Feb 17, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 221,259 | 20,422 | 1.97% | 2.02% | 61 | -1,701 | -0.76% | Q4 2025 | Feb 06, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 218,692 | 20,185 | 2.76% | 2.73% | 62 | +2,373 | 1.1% | Q4 2025 | Jan 23, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 218,347 | 20,153 | 0.17% | 0.08% | 63 | +112,180 | 105.66% | Q4 2025 | Feb 05, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 204,555 | 18,880 | 0.75% | 0.75% | 64 | -2,821 | -1.36% | Q4 2025 | Jan 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 200,000 | 18,460 | 0.01% | — | 65 | +200,000 | New | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 193,698 | 17,878 | 0.02% | 0.02% | 66 | +4,533 | 2.4% | Q4 2025 | Feb 13, 2026 |
| Balentine LLC | History | Reduced | 189,189 | 17,462 | 0.66% | 0.69% | 67 | -19,923 | -9.53% | Q4 2025 | Feb 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 170,907 | 15,794 | 0.03% | 0.01% | 68 | +140,342 | 459.16% | Q4 2025 | Feb 05, 2026 |
| Arrowroot Family Office, LLC | History | Added to | 165,971 | 15,319 | 5.57% | 5.3% | 69 | +17,290 | 11.63% | Q4 2025 | Feb 11, 2026 |
| DAVENPORT & Co LLC | History | Added to | 152,174 | 14,045 | 0.07% | 0.02% | 70 | +116,661 | 328.5% | Q4 2025 | Jan 12, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 142,348 | 13,138 | 0.02% | 0.0% | 71 | +141,281 | 13240.96% | Q4 2025 | Feb 12, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 142,262 | 13,130 | 1.11% | 1.15% | 72 | -3,942 | -2.7% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 138,820 | 12,813 | 0.05% | — | 73 | +138,820 | New | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 134,067 | 12,374 | 0.81% | 0.86% | 74 | -6,825 | -4.84% | Q4 2025 | Jan 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 130,230 | 12,020 | 0.02% | 0.03% | 75 | +11,038 | 9.26% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 128,559 | 11,866 | 0.05% | 0.05% | 76 | +5,179 | 4.2% | Q4 2025 | Feb 13, 2026 |
| Centric Wealth Management | History | Added to | 117,560 | 11,433 | 2.42% | 1.6% | 77 | +37,447 | 46.74% | Q4 2025 | Feb 04, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 120,685 | 11,222 | 0.33% | — | 78 | +120,685 | New | Q4 2025 | Feb 13, 2026 |
| 71 West Capital Partners | History | New | 121,253 | 11,191 | 0.51% | — | 79 | +121,253 | New | Q4 2025 | Feb 17, 2026 |
| MJP ASSOCIATES INC /ADV | History | New | 116,318 | 10,736 | 1.34% | — | 80 | +116,318 | New | Q4 2025 | Feb 06, 2026 |
| Advisor OS, LLC | History | New | 116,318 | 10,736 | 0.86% | — | 81 | +116,318 | New | Q4 2025 | Feb 04, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 115,860 | 10,693 | 0.53% | 0.52% | 82 | +56 | 0.05% | Q4 2025 | Feb 02, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 114,313 | 10,551 | 2.95% | 2.82% | 83 | +2,335 | 2.09% | Q4 2025 | Feb 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 108,771 | 10,039 | 2.82% | 2.41% | 84 | +8,510 | 8.49% | Q4 2025 | Jan 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 103,370 | 9,541 | 0.23% | 0.23% | 85 | +2,887 | 2.87% | Q4 2025 | Jan 28, 2026 |
| Brandywine Asset Management, Inc. | History | New | 96,490 | 9,432 | 6.63% | — | 86 | +96,490 | New | Q4 2025 | Feb 12, 2026 |
| Diversified Enterprises, LLC | History | Added to | 98,415 | 9,083 | 0.54% | 0.53% | 87 | +10,995 | 12.58% | Q4 2025 | Jan 28, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 97,857 | 9,032 | 0.0% | 0.0% | 88 | +582 | 0.6% | Q4 2025 | Feb 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 92,907 | 8,575 | 0.18% | 0.08% | 89 | +54,372 | 141.1% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 91,429 | 8,438 | 0.05% | 0.05% | 90 | -21,778 | -19.24% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Added to | 91,211 | 8,418 | 0.03% | 0.03% | 91 | +12,850 | 16.4% | Q4 2025 | Feb 18, 2026 |
| &PARTNERS | History | Added to | 88,938 | 8,204 | 0.04% | 0.05% | 92 | +1,425 | 1.63% | Q4 2025 | Feb 17, 2026 |
| FIRST MERCHANTS CORP | History | No change | 87,500 | 8,076 | 0.3% | 0.29% | 93 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 87,119 | 8,041 | 0.07% | 0.06% | 94 | -5,886 | -6.33% | Q4 2025 | Feb 17, 2026 |
| Fund Evaluation Group, LLC | History | No change | 86,400 | 7,974 | 0.26% | 0.28% | 95 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 78,859 | 7,278 | 0.09% | 0.06% | 96 | +682 | 0.87% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 78,556 | 7,250 | 0.01% | 0.01% | 97 | +526 | 0.67% | Q4 2025 | Feb 13, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 74,404 | 7,178 | 0.89% | 0.92% | 98 | +5,823 | 8.49% | Q4 2025 | Feb 23, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 77,668 | 7,168 | 0.01% | 0.01% | 99 | -10,412 | -11.82% | Q4 2025 | Feb 13, 2026 |
| One Capital Management, LLC | History | Added to | 77,179 | 7,123 | 0.22% | 0.15% | 100 | +25,445 | 49.18% | Q4 2025 | Feb 10, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 76,459 | 7,057 | 0.14% | 0.14% | 101 | -1,174 | -1.51% | Q4 2025 | Feb 05, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Added to | 76,347 | 7,046 | 5.84% | 5.77% | 102 | +2,047 | 2.76% | Q4 2025 | Jan 08, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 75,009 | 6,984 | 0.01% | 0.01% | 103 | +17,173 | 29.69% | Q4 2025 | Jan 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 75,536 | 6,971 | 0.02% | 0.02% | 104 | -12,004 | -13.71% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 73,905 | 6,821 | 0.0% | 0.0% | 105 | +7,124 | 10.67% | Q4 2025 | Feb 17, 2026 |
| ASPIRIANT, LLC | History | Added to | 72,300 | 6,673 | 0.19% | 0.11% | 106 | +32,109 | 79.89% | Q4 2025 | Jan 20, 2026 |
| SWAN Capital LLC | History | Reduced | 70,457 | 6,503 | 2.53% | 2.71% | 107 | -4,247 | -5.69% | Q4 2025 | Feb 12, 2026 |
| Savant Capital, LLC | History | Added to | 70,316 | 6,490 | 0.04% | 0.04% | 108 | +83 | 0.12% | Q4 2025 | Feb 10, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 68,542 | 6,366 | 0.86% | 0.69% | 109 | +4,698 | 7.36% | Q4 2025 | Feb 11, 2026 |
| Mutual Advisors, LLC | History | Reduced | 68,109 | 6,286 | 0.13% | 0.16% | 110 | -12,023 | -15.0% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 67,905 | 6,267 | 0.0% | 0.0% | 111 | +63,348 | 1390.13% | Q4 2025 | Feb 17, 2026 |
| BOKF, NA | History | Added to | 66,567 | 6,144 | 0.09% | 0.09% | 112 | +2,752 | 4.31% | Q4 2025 | Feb 03, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 65,866 | 6,079 | 1.28% | 1.28% | 113 | +2,476 | 3.91% | Q4 2025 | Jan 23, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 63,771 | 5,886 | 0.43% | 0.38% | 114 | +9,413 | 17.32% | Q4 2025 | Feb 09, 2026 |
| GOLDEN ROAD ADVISORS LLC | History | Added to | 63,350 | 5,847 | 3.33% | 3.13% | 115 | +2,874 | 4.75% | Q4 2025 | Feb 02, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 61,041 | 5,634 | 0.1% | 0.05% | 116 | +36,944 | 153.31% | Q4 2025 | Jan 28, 2026 |
| Focused Wealth Management, Inc | History | Added to | 58,903 | 5,436 | 0.57% | 0.55% | 117 | +1,535 | 2.68% | Q4 2025 | Jan 29, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 58,864 | 5,433 | 0.37% | 0.35% | 118 | +3,056 | 5.48% | Q4 2025 | Jan 28, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 58,818 | 5,428 | 0.0% | 0.0% | 119 | +3,299 | 5.94% | Q4 2025 | Feb 02, 2026 |
| IFG Advisory, LLC | History | Added to | 57,648 | 5,320 | 0.23% | 0.19% | 120 | +10,212 | 21.53% | Q4 2025 | Feb 10, 2026 |
| Jordan Park Group LLC | History | No change | 57,054 | 5,266 | 0.31% | 0.29% | 121 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Integrated Investment Consultants, LLC | History | Added to | 56,863 | 5,248 | 1.03% | 0.82% | 122 | +2,600 | 4.79% | Q4 2025 | Mar 03, 2026 |
| Summit Financial, LLC | History | Reduced | 56,499 | 5,214 | 0.08% | 0.08% | 123 | -3,104 | -5.21% | Q4 2025 | Feb 13, 2026 |
| COOKE & BIELER LP | History | New | 54,000 | 4,984 | 0.05% | — | 124 | +54,000 | New | Q4 2025 | Feb 09, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 53,554 | 4,943 | 0.04% | — | 125 | +53,554 | New | Q4 2025 | Feb 17, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 53,010 | 4,892 | 1.45% | 1.57% | 126 | -4,197 | -7.34% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 52,109 | 4,809 | 0.09% | 0.1% | 127 | -581 | -1.1% | Q4 2025 | Jan 16, 2026 |
| GLENMEDE TRUST CO NA | History | New | 51,970 | 4,796 | 0.02% | — | 128 | +51,970 | New | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 51,413 | 4,770 | 0.0% | 0.0% | 129 | +15,400 | 42.76% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 51,642 | 4,767 | 0.01% | 0.01% | 130 | +892 | 1.76% | Q4 2025 | Feb 05, 2026 |
| Optas, LLC | History | Reduced | 51,578 | 4,760 | 0.74% | 1.19% | 131 | -26,927 | -34.3% | Q4 2025 | Jan 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 50,220 | 4,635 | 0.0% | 0.0% | 132 | +4,109 | 8.91% | Q4 2025 | Feb 10, 2026 |
| Hegarty Advisors, LLC | History | New | 48,786 | 4,503 | 3.91% | — | 133 | +48,786 | New | Q4 2025 | Jan 29, 2026 |
| Zhang Financial LLC | History | Added to | 48,337 | 4,461 | 0.17% | 0.14% | 134 | +10,331 | 27.18% | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 48,298 | 4,457 | 0.01% | 0.01% | 135 | +5,083 | 11.76% | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | Added to | 48,008 | 4,431 | 0.01% | 0.01% | 136 | +1,420 | 3.05% | Q4 2025 | Feb 11, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | New | 46,658 | 4,306 | 0.45% | — | 137 | +46,658 | New | Q4 2025 | Feb 09, 2026 |
| AMG National Trust Bank | History | Added to | 45,876 | 4,234 | 0.1% | 0.09% | 138 | +5,239 | 12.89% | Q4 2025 | Jan 30, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 45,234 | 4,175 | 0.45% | 0.5% | 139 | -5,585 | -10.99% | Q4 2025 | Feb 05, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 45,237 | 4,175 | 0.42% | 0.4% | 140 | +2,316 | 5.4% | Q4 2025 | Jan 20, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 44,602 | 4,147 | 0.16% | 0.23% | 141 | +3,695 | 9.03% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 43,874 | 4,049 | 0.02% | 0.02% | 142 | -10,797 | -19.75% | Q4 2025 | Feb 12, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Reduced | 43,096 | 3,977 | 3.71% | 3.84% | 143 | -2,988 | -6.48% | Q4 2025 | Jan 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 42,230 | 3,897 | 0.0% | 0.0% | 144 | -1,222 | -2.81% | Q4 2025 | Feb 12, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 40,378 | 3,726 | 0.89% | 0.94% | 145 | -188 | -0.46% | Q4 2025 | Jan 12, 2026 |
| Corundum Group, Inc. | History | Reduced | 40,341 | 3,723 | 1.25% | 1.54% | 146 | -1,682 | -4.0% | Q4 2025 | Jan 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 40,016 | 3,693 | 0.03% | 0.03% | 147 | +354 | 0.89% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Reduced | 39,899 | 3,682 | 0.02% | 0.02% | 148 | -95 | -0.24% | Q4 2025 | Feb 13, 2026 |
| COFG Advisors, LLC | History | New | 39,653 | 3,659 | 0.9% | — | 149 | +39,653 | New | Q4 2025 | Feb 10, 2026 |
| HSBC HOLDINGS PLC | History | New | 39,165 | 3,614 | 0.0% | — | 150 | +39,165 | New | Q4 2025 | Mar 20, 2026 |
| RFG Advisory, LLC | History | Reduced | 38,661 | 3,568 | 0.07% | 0.12% | 151 | -28,945 | -42.81% | Q4 2025 | Feb 03, 2026 |
| Corient Private Wealth LLC | History | Added to | 38,639 | 3,566 | 0.0% | 0.0% | 152 | +8,838 | 29.66% | Q4 2025 | Mar 09, 2026 |
| Sage Mountain Advisors LLC | History | No change | 38,463 | 3,550 | 0.19% | 0.2% | 153 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 37,793 | 3,488 | 0.45% | 0.43% | 154 | +1,963 | 5.48% | Q4 2025 | Feb 05, 2026 |
| Valpey Financial Services, LLC | History | Added to | 37,471 | 3,458 | 2.21% | 2.18% | 155 | +251 | 0.67% | Q4 2025 | Mar 04, 2026 |
| Westshore Wealth, LLC | History | Added to | 37,230 | 3,436 | 1.14% | 0.75% | 156 | +12,766 | 52.18% | Q4 2025 | Feb 25, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 36,305 | 3,350 | 0.1% | 0.11% | 157 | -7,245 | -16.64% | Q4 2025 | Feb 05, 2026 |
| Modera Wealth Management, LLC | History | No change | 35,560 | 3,282 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 35,488 | 3,275 | 0.01% | 0.01% | 159 | -17 | -0.05% | Q4 2025 | Feb 17, 2026 |
| FULTON BANK, N.A. | History | Added to | 35,318 | 3,259 | 0.11% | 0.09% | 160 | +6,040 | 20.63% | Q4 2025 | Jan 08, 2026 |
| Andina Capital Management, LLC | History | Added to | 34,945 | 3,225 | 1.95% | 1.74% | 161 | +433 | 1.25% | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | Added to | 33,036 | 3,049 | 0.05% | 0.05% | 162 | +7,576 | 29.76% | Q4 2025 | Mar 12, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 32,512 | 3,000 | 0.06% | 0.06% | 163 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WFA of San Diego, LLC | History | Added to | 32,331 | 2,984 | 2.18% | 1.94% | 164 | +551 | 1.73% | Q4 2025 | Feb 17, 2026 |
| Envision Financial LLC | History | Reduced | 32,198 | 2,971 | 1.57% | 1.88% | 165 | -4,426 | -12.08% | Q4 2025 | Jan 07, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 31,443 | 2,902 | 0.1% | — | 166 | +31,443 | New | Q4 2025 | Feb 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 30,934 | 2,855 | 0.02% | 0.02% | 167 | +266 | 0.87% | Q4 2025 | Jan 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 29,531 | 2,725 | 0.05% | 0.06% | 168 | -1,276 | -4.14% | Q4 2025 | Jan 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 29,467 | 2,719 | 0.03% | 0.03% | 169 | +7,436 | 33.75% | Q4 2025 | Jan 23, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Added to | 28,322 | 2,614 | 1.44% | 1.31% | 170 | +1,343 | 4.98% | Q4 2025 | Jan 02, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 28,125 | 2,595 | 0.04% | 0.04% | 171 | +495 | 1.79% | Q4 2025 | Feb 12, 2026 |
| Wedmont Private Capital | History | Added to | 27,444 | 2,581 | 0.09% | 0.09% | 172 | +1,344 | 5.15% | Q4 2025 | Jan 08, 2026 |
| Indivisible Partners | History | New | 26,732 | 2,467 | 0.27% | — | 173 | +26,732 | New | Q4 2025 | Feb 03, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 26,717 | 2,465 | 1.36% | 0.85% | 174 | +10,439 | 64.13% | Q4 2025 | Jan 30, 2026 |
| Aurelius Family Office LLC | History | Added to | 26,086 | 2,457 | 1.06% | 0.96% | 175 | +1,843 | 7.6% | Q4 2025 | Jan 09, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 26,460 | 2,442 | 0.0% | — | 176 | +26,460 | New | Q4 2025 | Feb 17, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 26,280 | 2,425 | 0.06% | 0.07% | 177 | -414 | -1.55% | Q4 2025 | Jan 22, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 25,860 | 2,387 | 0.0% | 0.03% | 178 | -214,280 | -89.23% | Q4 2025 | Feb 10, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 24,974 | 2,305 | 0.13% | 0.11% | 179 | +5,569 | 28.7% | Q4 2025 | Feb 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 24,413 | 2,253 | 0.03% | 0.03% | 180 | +485 | 2.03% | Q4 2025 | Jan 29, 2026 |
| Embree Financial Group | History | No change | 24,274 | 2,240 | 0.27% | 0.29% | 181 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 24,169 | 2,230 | 0.05% | 0.05% | 182 | -7,899 | -24.63% | Q4 2025 | Feb 05, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 24,070 | 2,221 | 0.01% | 0.01% | 183 | -987 | -3.94% | Q4 2025 | Jan 29, 2026 |
| Lee-Kelleher Wealth Management | History | No change | 23,843 | 2,200 | 1.31% | 1.31% | 184 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 22,988 | 2,194 | 0.28% | 0.25% | 185 | +1,538 | 7.17% | Q4 2025 | Jan 14, 2026 |
| Fortitude Family Office, LLC | History | No change | 23,100 | 2,132 | 0.5% | 0.56% | 186 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Cairn Investment Group, Inc. | History | Reduced | 22,587 | 2,085 | 0.99% | 0.93% | 187 | -365 | -1.59% | Q4 2025 | Feb 02, 2026 |
| Aureus Asset Management, LLC | History | No change | 21,858 | 2,017 | 0.13% | 0.13% | 188 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 21,574 | 1,991 | 0.21% | 0.2% | 189 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| STABLEFORD CAPITAL II LLC | History | New | 20,193 | 1,863 | 0.67% | — | 190 | +20,193 | New | Q4 2025 | Jan 13, 2026 |
| LPWM LLC | History | Added to | 20,085 | 1,853 | 0.47% | 0.48% | 191 | +41 | 0.2% | Q4 2025 | Jan 06, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 20,075 | 1,852 | 1.25% | 1.29% | 192 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| M3 Advisory Group, LLC | History | Added to | 19,416 | 1,792 | 1.09% | 1.08% | 193 | +2 | 0.01% | Q4 2025 | Jan 16, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 19,268 | 1,778 | 0.08% | 0.02% | 194 | +14,290 | 287.06% | Q4 2025 | Jan 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 18,899 | 1,744 | 0.01% | 0.01% | 195 | -459 | -2.37% | Q4 2025 | Feb 11, 2026 |
| Brightwater Advisory LLC | History | Added to | 18,786 | 1,733 | 1.17% | 1.05% | 196 | +1,650 | 9.63% | Q4 2025 | Feb 12, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 18,712 | 1,727 | 0.01% | 0.01% | 197 | +19 | 0.1% | Q4 2025 | Feb 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 18,284 | 1,687 | 0.06% | 0.04% | 198 | +7,324 | 66.82% | Q4 2025 | Feb 17, 2026 |
| Legacy Edge Advisors, LLC | History | New | 17,841 | 1,646 | 0.18% | — | 199 | +17,841 | New | Q4 2025 | Feb 02, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 17,703 | 1,633 | 0.13% | 0.12% | 200 | +1,197 | 7.25% | Q4 2025 | Feb 13, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Added to | 17,466 | 1,612 | 1.49% | 1.54% | 201 | +50 | 0.29% | Q4 2025 | Feb 05, 2026 |
| Americana Partners, LLC | History | New | 17,405 | 1,606 | 0.04% | — | 202 | +17,405 | New | Q4 2025 | Feb 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 17,272 | 1,594 | 0.01% | 0.01% | 203 | +6,932 | 67.04% | Q4 2025 | Jan 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 17,244 | 1,591 | 0.01% | 0.01% | 204 | +989 | 6.08% | Q4 2025 | Feb 06, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 17,234 | 1,590 | 0.21% | 0.21% | 205 | -856 | -4.73% | Q4 2025 | Jan 23, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 17,185 | 1,586 | 0.01% | — | 206 | +17,185 | New | Q4 2025 | Feb 18, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 17,000 | 1,569 | 0.0% | 0.01% | 207 | -34,800 | -67.18% | Q4 2025 | Feb 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 16,525 | 1,525 | 0.03% | 0.03% | 208 | +1,330 | 8.75% | Q4 2025 | Feb 19, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 16,463 | 1,519 | 0.44% | 0.39% | 209 | -127 | -0.77% | Q4 2025 | Feb 06, 2026 |
| Western Wealth Management, LLC | History | Reduced | 16,143 | 1,489 | 0.07% | 0.08% | 210 | -379 | -2.29% | Q4 2025 | Feb 05, 2026 |
| Horizon Investment Services, LLC | History | Reduced | 15,957 | 1,472 | 0.53% | 0.57% | 211 | -1,000 | -5.9% | Q4 2025 | Feb 13, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 15,929 | 1,470 | 0.12% | 0.13% | 212 | -248 | -1.53% | Q4 2025 | Feb 09, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 15,712 | 1,461 | 0.02% | 0.02% | 213 | +3 | 0.02% | Q4 2025 | Feb 05, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 15,375 | 1,419 | 0.13% | 0.1% | 214 | +3,445 | 28.88% | Q4 2025 | Jan 28, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 14,705 | 1,409 | 0.03% | 0.04% | 215 | -1,146 | -7.23% | Q4 2025 | Jan 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 15,140 | 1,397 | 0.07% | 0.08% | 216 | -46 | -0.3% | Q4 2025 | Jan 28, 2026 |
| Advisory Services Network, LLC | History | Reduced | 15,050 | 1,389 | 0.02% | 0.02% | 217 | -575 | -3.68% | Q4 2025 | Feb 17, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 15,026 | 1,386 | 0.5% | 0.5% | 218 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 14,938 | 1,378 | 0.29% | 0.33% | 219 | -1,267 | -7.82% | Q4 2025 | Feb 03, 2026 |
| MACROVIEW INVESTMENT MANAGEMENT LLC | History | Reduced | 14,809 | 1,366 | 0.93% | 3.59% | 220 | -39,091 | -72.53% | Q4 2025 | Feb 05, 2026 |
| HUB Investment Partners, LLC | History | No change | 14,703 | 1,357 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | Added to | 14,690 | 1,355 | 0.07% | 0.07% | 222 | +68 | 0.47% | Q4 2025 | Jan 22, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Reduced | 14,534 | 1,341 | 0.04% | 0.12% | 223 | -31,727 | -68.58% | Q4 2025 | Jan 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 14,366 | 1,325 | 0.0% | 0.01% | 224 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Verum Partners LLC | History | Reduced | 14,319 | 1,321 | 0.27% | 0.28% | 225 | -182 | -1.26% | Q4 2025 | Jan 14, 2026 |
| Arax Advisory Partners | History | Added to | 14,168 | 1,307 | 0.04% | 0.02% | 226 | +479 | 3.5% | Q4 2025 | Feb 13, 2026 |
| KTF INVESTMENTS, LLC | History | New | 14,040 | 1,295 | 0.21% | — | 227 | +14,040 | New | Q4 2025 | Jan 30, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 13,999 | 1,292 | 0.08% | 0.08% | 228 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| FIRST HORIZON CORP | History | No change | 13,671 | 1,261 | 0.06% | 0.06% | 229 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 13,586 | 1,253 | 0.07% | 0.07% | 230 | +157 | 1.17% | Q4 2025 | Jan 20, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 13,337 | 1,231 | 0.28% | 0.29% | 231 | +108 | 0.82% | Q4 2025 | Feb 11, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 13,330 | 1,230 | 0.53% | 0.46% | 232 | +2,051 | 18.18% | Q4 2025 | Jan 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 13,193 | 1,217 | 0.0% | 0.0% | 233 | -500 | -3.65% | Q4 2025 | Feb 18, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 13,013 | 1,201 | 0.5% | 0.53% | 234 | -1,441 | -9.97% | Q4 2025 | Jan 27, 2026 |
| NorthRock Partners, LLC | History | Added to | 12,931 | 1,193 | 0.02% | 0.02% | 235 | +185 | 1.45% | Q4 2025 | Feb 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 12,660 | 1,168 | 0.01% | 0.01% | 236 | -243 | -1.88% | Q4 2025 | Feb 17, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 12,379 | 1,142 | 0.34% | 0.37% | 237 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Bleakley Financial Group, LLC | History | New | 12,120 | 1,118 | 0.02% | — | 238 | +12,120 | New | Q4 2025 | Feb 09, 2026 |
| SCS Capital Management LLC | History | Reduced | 12,035 | 1,110 | 0.01% | 0.02% | 239 | -4,815 | -28.58% | Q4 2025 | Feb 10, 2026 |
| FIDUCIARY TRUST CO | History | No change | 11,945 | 1,102 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 11,753 | 1,084 | 0.04% | 0.04% | 241 | -108 | -0.91% | Q4 2025 | Feb 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 11,556 | 1,066 | 0.06% | 0.06% | 242 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Miller Capital Partners, Inc. | History | New | 11,537 | 1,064 | 0.54% | — | 243 | +11,537 | New | Q4 2025 | Feb 17, 2026 |
| Asempa Wealth Advisors | History | New | 11,425 | 1,054 | 0.91% | — | 244 | +11,425 | New | Q4 2025 | Jan 08, 2026 |
| Flaharty Asset Management, LLC | History | Added to | 11,390 | 1,051 | 0.13% | 0.09% | 245 | +3,796 | 49.99% | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | History | New | 11,261 | 1,039 | 0.01% | — | 247 | +11,261 | New | Q4 2025 | Feb 05, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 11,265 | 1,039 | 0.09% | 0.08% | 246 | +1,019 | 9.95% | Q4 2025 | Jan 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 11,052 | 1,020 | 0.01% | 0.0% | 248 | +4,938 | 80.77% | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 10,864 | 1,002 | 0.0% | 0.0% | 249 | -11,667 | -51.78% | Q4 2025 | Feb 17, 2026 |
| MMA ASSET MANAGEMENT LLC | History | New | 10,864 | 1,002 | 0.36% | — | 250 | +10,864 | New | Q4 2025 | Feb 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 10,745 | 991 | 0.01% | 0.01% | 251 | +3,840 | 55.61% | Q4 2025 | Jan 29, 2026 |
| Avior Wealth Management, LLC | History | Added to | 10,670 | 984 | 0.03% | 0.03% | 252 | +56 | 0.53% | Q4 2025 | Jan 06, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 10,596 | 978 | 0.29% | 0.29% | 253 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 10,589 | 977 | 0.11% | 0.11% | 254 | -231 | -2.13% | Q4 2025 | Feb 12, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 10,491 | 968 | 0.1% | 0.1% | 255 | -565 | -5.11% | Q4 2025 | Feb 13, 2026 |
| SCRATCH CAPITAL LLC | History | Reduced | 10,391 | 959 | 0.63% | 0.66% | 256 | -883 | -7.83% | Q4 2025 | Jan 13, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 10,380 | 958 | 0.04% | 0.03% | 257 | +2,155 | 26.2% | Q4 2025 | Feb 17, 2026 |
| Trilogy Capital Inc. | History | Added to | 10,339 | 954 | 0.04% | 0.04% | 258 | +756 | 7.89% | Q4 2025 | Jan 22, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 10,147 | 936 | 0.0% | 0.0% | 259 | -120 | -1.17% | Q4 2025 | Jan 30, 2026 |
| CITY HOLDING CO | History | New | 9,903 | 914 | 0.11% | — | 260 | +9,903 | New | Q4 2025 | Jan 22, 2026 |
| Curi Capital, LLC | History | No change | 9,899 | 913 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Chicago Capital, LLC | History | No change | 9,709 | 896 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CWM, LLC | History | Added to | 9,555 | 882 | 0.0% | 0.0% | 263 | +865 | 9.95% | Q4 2025 | Jan 26, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Added to | 9,465 | 873 | 0.24% | 0.24% | 264 | +88 | 0.94% | Q4 2025 | Jan 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 9,187 | 847 | 0.01% | 0.01% | 265 | +2,769 | 43.14% | Q4 2025 | Feb 02, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 9,036 | 834 | 0.02% | 0.02% | 266 | +306 | 3.51% | Q4 2025 | Feb 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 8,904 | 821 | 0.09% | 0.09% | 267 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 8,770 | 809 | 0.5% | 0.49% | 268 | +151 | 1.75% | Q4 2025 | Jan 14, 2026 |
| CONTINENTAL INVESTORS SERVICES, INC. | History | Added to | 8,107 | 806 | 1.04% | 0.71% | 269 | +2,726 | 50.66% | Q4 2025 | Feb 23, 2026 |
| Composition Wealth, LLC | History | Added to | 8,651 | 798 | 0.01% | 0.01% | 270 | +1,028 | 13.49% | Q4 2025 | Feb 02, 2026 |
| VestGen Advisors, LLC | History | New | 8,594 | 793 | 0.03% | — | 271 | +8,594 | New | Q4 2025 | Feb 17, 2026 |
| Essex Bank | History | Reduced | 8,576 | 791 | 0.17% | 0.18% | 272 | -553 | -6.06% | Q4 2025 | Feb 02, 2026 |
| Calydon Capital | History | No change | 8,548 | 788 | 0.13% | 0.12% | 273 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 8,445 | 779 | 0.01% | 0.01% | 274 | -172 | -2.0% | Q4 2025 | Jan 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 8,365 | 772 | 0.01% | 0.01% | 275 | +1,193 | 16.63% | Q4 2025 | Feb 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 8,274 | 763 | 0.06% | 0.08% | 276 | -4,947 | -37.42% | Q4 2025 | Jan 23, 2026 |
| Shade Tree Advisors LLC | History | New | 8,247 | 761 | 0.58% | — | 277 | +8,247 | New | Q4 2025 | Feb 04, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 8,131 | 750 | 0.01% | 0.01% | 278 | +97 | 1.21% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | New | 8,097 | 747 | 0.02% | — | 279 | +8,097 | New | Q4 2025 | Feb 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 8,085 | 746 | 0.01% | 0.01% | 280 | +1,057 | 15.04% | Q4 2025 | Feb 12, 2026 |
| Sigma Planning Corp | History | Added to | 8,082 | 746 | 0.02% | 0.02% | 281 | +275 | 3.52% | Q4 2025 | Jan 30, 2026 |
| US BANCORP \DE\ | History | Added to | 7,964 | 735 | 0.0% | 0.0% | 282 | +509 | 6.83% | Q4 2025 | Jan 30, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 7,943 | 733 | 0.04% | 0.07% | 284 | -9,274 | -53.87% | Q4 2025 | Jan 20, 2026 |
| Hirtle Callaghan & Co LLC | History | No change | 7,952 | 733 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Seven Post Investment Office LP | History | No change | 7,825 | 722 | 0.26% | 0.25% | 285 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| 3Chopt Investment Partners, LLC | History | New | 7,803 | 720 | 0.16% | — | 286 | +7,803 | New | Q4 2025 | Feb 10, 2026 |
| Blue Trust, Inc. | History | Added to | 7,780 | 718 | 0.01% | 0.01% | 287 | +780 | 11.14% | Q4 2025 | Jan 16, 2026 |
| Winthrop Advisory Group LLC | History | New | 7,759 | 716 | 0.06% | — | 289 | +7,759 | New | Q4 2025 | Jan 21, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 7,761 | 716 | 0.05% | 0.05% | 288 | -39 | -0.5% | Q4 2025 | Feb 18, 2026 |
| Ignite Planners, LLC | History | Reduced | 7,383 | 712 | 0.11% | 0.11% | 290 | -171 | -2.26% | Q4 2025 | Feb 06, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 7,617 | 703 | 0.07% | 0.07% | 291 | -72 | -0.94% | Q4 2025 | Jan 22, 2026 |
| Richmond Investment Services, LLC | History | Added to | 7,500 | 692 | 0.12% | 0.09% | 292 | +2,215 | 41.91% | Q4 2025 | Feb 12, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 7,495 | 691 | 0.01% | — | 293 | +7,495 | New | Q4 2025 | Feb 12, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 7,445 | 687 | 0.27% | 0.29% | 295 | +39 | 0.53% | Q4 2025 | Feb 02, 2026 |
| Quent Capital, LLC | History | No change | 7,450 | 687 | 0.05% | 0.06% | 294 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 7,421 | 684 | 0.03% | 0.03% | 296 | +16 | 0.22% | Q4 2025 | Feb 17, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 7,403 | 683 | 0.04% | 0.04% | 297 | -2,439 | -24.78% | Q4 2025 | Jan 30, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 7,340 | 677 | 0.0% | 0.0% | 298 | -791 | -9.73% | Q4 2025 | Feb 10, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 7,254 | 669 | 0.16% | 0.06% | 299 | +4,784 | 193.68% | Q4 2025 | Feb 02, 2026 |
| Arsenal Capital Advisors LLC | History | New | 7,083 | 653 | 0.46% | — | 300 | +7,083 | New | Q4 2025 | Feb 11, 2026 |
| Capital Planning LLC | History | Added to | 6,952 | 647 | 0.18% | 0.13% | 301 | +2,122 | 43.93% | Q4 2025 | Jan 23, 2026 |
| Coordinated Financial Services, Inc. | History | Added to | 6,960 | 642 | 0.37% | 0.37% | 302 | +503 | 7.79% | Q4 2025 | Feb 09, 2026 |
| Rothschild Wealth LLC | History | Added to | 6,922 | 638 | 0.06% | 0.1% | 303 | +2,016 | 41.09% | Q4 2025 | Feb 17, 2026 |
| Balboa Wealth Partners | History | Added to | 6,903 | 637 | 0.11% | 0.09% | 304 | +972 | 16.39% | Q4 2025 | Jan 16, 2026 |
| Goldstein Advisors, LLC | History | Added to | 6,840 | 631 | 0.07% | 0.06% | 305 | +1,363 | 24.89% | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | Added to | 6,766 | 624 | 0.0% | 0.0% | 307 | +6,305 | 1367.68% | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | No change | 6,769 | 624 | 0.01% | 0.01% | 306 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 6,623 | 611 | 0.1% | 0.11% | 308 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Navigation Wealth Management, Inc. | History | Added to | 6,482 | 598 | 0.89% | 0.78% | 309 | +522 | 8.76% | Q4 2025 | Jan 29, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 6,476 | 597 | 0.01% | 0.01% | 310 | +2,526 | 63.95% | Q4 2025 | Feb 02, 2026 |
| Essex Financial Services, Inc. | History | No change | 6,407 | 591 | 0.03% | 0.03% | 311 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 6,386 | 589 | 0.21% | 0.2% | 312 | +28 | 0.44% | Q4 2025 | Feb 10, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 6,284 | 580 | 0.0% | 0.0% | 313 | +4,150 | 194.47% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 6,172 | 569 | 0.01% | 0.0% | 314 | +2,998 | 94.45% | Q4 2025 | Feb 10, 2026 |
| Resolute Wealth Strategies, LLC | History | Added to | 6,079 | 561 | 0.25% | 0.25% | 315 | +25 | 0.41% | Q4 2025 | Feb 06, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 5,916 | 546 | 0.01% | 0.02% | 316 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Inman Jager Wealth Management, LLC | History | No change | 5,924 | 546 | 0.33% | 0.34% | 317 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TCW GROUP INC | History | New | 5,841 | 539 | 0.0% | — | 318 | +5,841 | New | Q4 2025 | Feb 17, 2026 |
| LifeGuide Financial Advisors, LLC | History | Reduced | 5,789 | 539 | 0.18% | 0.23% | 319 | -1,323 | -18.6% | Q4 2025 | Jan 05, 2026 |
| RMR Wealth Builders | History | Reduced | 5,753 | 530 | 0.04% | 0.04% | 320 | -22 | -0.38% | Q4 2025 | Jan 29, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 5,750 | 530 | 0.03% | 0.03% | 321 | -7 | -0.12% | Q4 2025 | Jan 07, 2026 |
| EP Wealth Advisors, LLC | History | New | 5,717 | 527 | 0.0% | — | 322 | +5,717 | New | Q4 2025 | Feb 18, 2026 |
| Kelsey Financial, LLC | History | New | 5,697 | 525 | 0.45% | — | 323 | +5,697 | New | Q4 2025 | Jan 23, 2026 |
| Waverly Advisors, LLC | History | Added to | 5,458 | 503 | 0.0% | 0.0% | 324 | +966 | 21.5% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 5,432 | 501 | 0.0% | 0.0% | 325 | +2,988 | 122.26% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 5,361 | 494 | 0.0% | 0.0% | 326 | -1,897 | -26.14% | Q4 2025 | Feb 09, 2026 |
| Gemmer Asset Management LLC | History | No change | 5,274 | 486 | 0.04% | 0.04% | 327 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Diversified Trust Co | History | New | 5,261 | 485 | 0.01% | — | 328 | +5,261 | New | Q4 2025 | Jan 09, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 5,200 | 479 | 0.07% | 0.06% | 329 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 5,171 | 477 | 0.01% | 0.01% | 330 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 5,171 | 477 | 0.03% | 0.03% | 331 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 5,131 | 473 | 0.0% | 0.0% | 332 | +212 | 4.31% | Q4 2025 | Feb 17, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 5,100 | 470 | 0.07% | 0.07% | 333 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CHOREO, LLC | History | Reduced | 5,028 | 467 | 0.01% | 0.01% | 334 | -150 | -2.9% | Q4 2025 | Jan 23, 2026 |
| Inspire Advisors, LLC | History | New | 4,935 | 455 | 0.04% | — | 336 | +4,935 | New | Q4 2025 | Feb 13, 2026 |
| Proficio Capital Partners LLC | History | Added to | 4,940 | 455 | 0.03% | 0.03% | 335 | +695 | 16.37% | Q4 2025 | Feb 12, 2026 |
| Dakota Wealth Management | History | New | 4,896 | 451 | 0.01% | — | 337 | +4,896 | New | Q4 2025 | Jan 13, 2026 |
| FWG Investments, LLC. | History | Added to | 4,863 | 448 | 0.29% | 0.3% | 338 | +39 | 0.81% | Q4 2025 | Jan 28, 2026 |
| M1 Capital Management LLC | History | Added to | 4,753 | 438 | 0.18% | 0.16% | 340 | +561 | 13.38% | Q4 2025 | Feb 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | Reduced | 4,754 | 438 | 0.02% | 0.02% | 339 | -358 | -7.0% | Q4 2025 | Feb 13, 2026 |
| Hobbs Group Advisors, LLC | History | Reduced | 4,702 | 433 | 0.13% | 0.13% | 341 | -98 | -2.04% | Q4 2025 | Jan 28, 2026 |
| Prospera Financial Services Inc | History | Reduced | 4,647 | 428 | 0.01% | 0.01% | 342 | -26 | -0.56% | Q4 2025 | Feb 09, 2026 |
| Bridgewater Advisors Inc. | History | No change | 4,448 | 427 | 0.03% | 0.03% | 343 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 4,594 | 424 | 0.02% | 0.02% | 344 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 4,581 | 422 | 0.03% | 0.03% | 345 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Johnson Financial Group, LLC | History | New | 4,472 | 412 | 0.03% | — | 346 | +4,472 | New | Q4 2025 | Feb 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 4,422 | 408 | 0.01% | 0.01% | 347 | +73 | 1.68% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 4,418 | 407 | 0.06% | — | 348 | +4,418 | New | Q4 2025 | Feb 17, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 4,410 | 407 | 0.03% | 0.03% | 349 | +52 | 1.19% | Q4 2025 | Feb 04, 2026 |
| Financial Life Planners | History | Added to | 4,340 | 400 | 0.29% | 0.26% | 350 | +23 | 0.53% | Q4 2025 | Jan 29, 2026 |
| Financial Guidance Group, Inc. | History | No change | 4,284 | 395 | 0.16% | 0.17% | 351 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Addison Advisors LLC | History | No change | 4,255 | 392 | 0.09% | 0.09% | 352 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,132 | 381 | 0.01% | 0.01% | 353 | +1,014 | 32.52% | Q4 2025 | Feb 09, 2026 |
| BRAUN STACEY ASSOCIATES INC | History | Added to | 4,133 | 381 | 0.01% | 0.01% | 354 | +250 | 6.44% | Q4 2025 | Jan 20, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 3,961 | 380 | 0.19% | 0.2% | 355 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Balefire, LLC | History | Added to | 4,017 | 370 | 0.07% | 0.07% | 356 | +326 | 8.83% | Q4 2025 | Jan 12, 2026 |
| First American Bank | History | Added to | 4,001 | 369 | 0.02% | 0.02% | 357 | +267 | 7.15% | Q4 2025 | Jan 20, 2026 |
| RFG HOLDINGS, INC. | History | Reduced | 3,988 | 368 | 0.09% | 0.09% | 358 | -97 | -2.37% | Q4 2025 | Jan 23, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,937 | 363 | 0.01% | 0.01% | 359 | +357 | 9.97% | Q4 2025 | Jan 13, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Added to | 3,921 | 361 | 0.05% | 0.05% | 360 | +21 | 0.54% | Q4 2025 | Jan 21, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 3,902 | 360 | 0.13% | 0.14% | 362 | -40 | -1.01% | Q4 2025 | Feb 09, 2026 |
| Wealth Architects, LLC | History | No change | 3,911 | 360 | 0.03% | 0.03% | 361 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 3,893 | 359 | 0.02% | 0.02% | 363 | +271 | 7.48% | Q4 2025 | Feb 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 3,843 | 354 | 0.0% | 0.0% | 364 | +536 | 16.21% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 3,839 | 354 | 0.01% | 0.01% | 365 | +146 | 3.95% | Q4 2025 | Feb 03, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 3,833 | 353 | 0.05% | 0.05% | 366 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Added to | 3,792 | 350 | 0.29% | 0.22% | 367 | +1,314 | 53.03% | Q4 2025 | Feb 02, 2026 |
| AVALON CAPITAL MANAGEMENT | History | No change | 3,781 | 348 | 0.08% | 0.08% | 368 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Prudent Man Advisors, LLC | History | Reduced | 3,763 | 347 | 0.13% | 0.14% | 370 | -567 | -13.09% | Q4 2025 | Feb 11, 2026 |
| Affiance Financial, LLC | History | No change | 3,761 | 347 | 0.06% | 0.06% | 369 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Fisher Asset Management, LLC | History | New | 3,711 | 342 | 0.0% | — | 371 | +3,711 | New | Q4 2025 | Feb 09, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 3,704 | 341 | 0.0% | 0.0% | 372 | +339 | 10.07% | Q4 2025 | Feb 09, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 3,661 | 337 | 0.02% | 0.02% | 373 | +670 | 22.4% | Q4 2025 | Feb 11, 2026 |
| EJMK Ventures LLC | History | New | 3,633 | 335 | 0.21% | — | 375 | +3,633 | New | Q4 2025 | Mar 03, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 3,630 | 335 | 0.22% | 0.22% | 374 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Csenge Advisory Group | History | Added to | 3,599 | 332 | 0.02% | 0.02% | 376 | +19 | 0.53% | Q4 2025 | Feb 06, 2026 |
| Impact Capital Partners LLC | History | New | 3,580 | 330 | 0.1% | — | 377 | +3,580 | New | Q4 2025 | Jan 07, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 3,570 | 329 | 0.01% | 0.01% | 378 | +14 | 0.39% | Q4 2025 | Jan 07, 2026 |
| NORTHERN TRUST CORP | History | Added to | 3,548 | 327 | 0.0% | 0.0% | 379 | +38 | 1.08% | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 3,541 | 326 | 0.02% | 0.02% | 380 | -1,371 | -27.91% | Q4 2025 | Feb 13, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 3,531 | 325 | 0.02% | 0.02% | 381 | -193 | -5.18% | Q4 2025 | Jan 30, 2026 |
| MARSHALL WACE, LLP | History | New | 3,494 | 322 | 0.0% | — | 382 | +3,494 | New | Q4 2025 | Feb 13, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | New | 3,475 | 321 | 0.02% | — | 383 | +3,475 | New | Q4 2025 | Jan 27, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 3,444 | 317 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 3,316 | 306 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | New | 3,313 | 305 | 0.26% | — | 386 | +3,313 | New | Q4 2025 | Jan 23, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 3,245 | 301 | 0.02% | 0.02% | 387 | +47 | 1.47% | Q4 2025 | Jan 15, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 3,250 | 300 | 0.09% | 0.08% | 389 | +416 | 14.68% | Q4 2025 | Feb 11, 2026 |
| VICUS CAPITAL | History | Added to | 3,252 | 300 | 0.02% | 0.02% | 388 | +407 | 14.31% | Q4 2025 | Jan 22, 2026 |
| Tranquility Partners, LLC | History | Reduced | 3,173 | 292 | 0.11% | 0.1% | 390 | -170 | -5.09% | Q4 2025 | Feb 03, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 3,079 | 284 | 0.01% | 0.01% | 391 | +373 | 13.78% | Q4 2025 | Feb 13, 2026 |
| 1832 Asset Management L.P. | History | New | 3,075 | 283 | 0.0% | — | 392 | +3,075 | New | Q4 2025 | Feb 13, 2026 |
| Investment Research Partners LLC | History | No change | 3,070 | 283 | 0.12% | 0.12% | 393 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Betterment LLC | History | Added to | 3,054 | 282 | 0.0% | 0.0% | 394 | +792 | 35.01% | Q4 2025 | Feb 12, 2026 |
| AlphaCore Capital LLC | History | Added to | 3,052 | 281 | 0.01% | 0.0% | 395 | +2,882 | 1695.29% | Q4 2025 | Feb 05, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 3,038 | 280 | 0.01% | 0.02% | 396 | -398 | -11.58% | Q4 2025 | Feb 05, 2026 |
| Clarendon Private LLC | History | Added to | 3,020 | 278 | 0.24% | 0.24% | 398 | +15 | 0.5% | Q4 2025 | Feb 05, 2026 |
| Compton Financial Group, LLC | History | No change | 3,018 | 278 | 0.06% | 0.06% | 397 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 3,000 | 276 | 0.03% | 0.05% | 399 | -2,523 | -45.68% | Q4 2025 | Jan 20, 2026 |
| Plancorp, LLC | History | Reduced | 2,961 | 273 | 0.01% | 0.01% | 400 | -62 | -2.05% | Q4 2025 | Feb 05, 2026 |
| VANGUARD GROUP INC | History | Reduced | 2,953 | 272 | 0.0% | 0.0% | 401 | -290 | -8.94% | Q4 2025 | Jan 29, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 2,932 | 271 | 0.0% | 0.0% | 402 | +125 | 4.45% | Q4 2025 | Feb 10, 2026 |
| Merit Financial Group, LLC | History | New | 2,896 | 267 | 0.0% | — | 403 | +2,896 | New | Q4 2025 | Jan 26, 2026 |
| AE Wealth Management LLC | History | Added to | 2,868 | 264 | 0.0% | 0.0% | 404 | +25 | 0.88% | Q4 2025 | Jan 26, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 2,833 | 261 | 0.03% | — | 405 | +2,833 | New | Q4 2025 | Feb 04, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 2,819 | 260 | 0.04% | 0.04% | 406 | -77 | -2.66% | Q4 2025 | Feb 02, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 2,820 | 260 | 0.01% | 0.01% | 407 | -16 | -0.56% | Q4 2025 | Feb 06, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 2,816 | 259 | 0.03% | 0.03% | 408 | +539 | 23.67% | Q4 2025 | Feb 13, 2026 |
| Greenspring Advisors, LLC | History | New | 2,791 | 257 | 0.02% | — | 409 | +2,791 | New | Q4 2025 | Feb 10, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 2,777 | 256 | 0.08% | 0.08% | 410 | +15 | 0.54% | Q4 2025 | Jan 27, 2026 |
| Carrera Capital Advisors | History | New | 2,744 | 253 | 0.04% | — | 411 | +2,744 | New | Q4 2025 | Jan 30, 2026 |
| Alteri Wealth LLC | History | Added to | 2,745 | 253 | 0.08% | 0.08% | 412 | +87 | 3.27% | Q4 2025 | Feb 11, 2026 |
| Midwest Trust Co | History | No change | 2,735 | 252 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Legacy Wealth Asset Management, LLC | History | No change | 2,728 | 251 | 0.06% | 0.06% | 414 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MidFirst Bank | History | New | 2,710 | 250 | 0.02% | — | 416 | +2,710 | New | Q4 2025 | Feb 25, 2026 |
| THOMPSON DAVIS & CO., INC. | History | Reduced | 2,713 | 250 | 0.15% | 0.15% | 415 | -10 | -0.37% | Q4 2025 | Jan 12, 2026 |
| Gen-Wealth Partners Inc | History | No change | 2,570 | 237 | 0.08% | 0.08% | 417 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 2,450 | 235 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FINANCIAL LIFE ADVISORS | History | New | 2,537 | 234 | 0.07% | — | 419 | +2,537 | New | Q4 2025 | Jan 30, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 2,493 | 230 | 0.01% | 0.01% | 420 | -190 | -7.08% | Q4 2025 | Feb 11, 2026 |
| Excelsior Advisor Network LLC | History | New | 2,453 | 226 | 0.11% | — | 422 | +2,453 | New | Q4 2025 | Feb 13, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 2,452 | 226 | 0.04% | 0.04% | 421 | -154 | -5.91% | Q4 2025 | Jan 20, 2026 |
| W ADVISORS, LLC | History | No change | 2,430 | 224 | 0.11% | 0.11% | 423 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 2,414 | 223 | 0.01% | 0.01% | 424 | +48 | 2.03% | Q4 2025 | Feb 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 3,613 | 223 | 0.01% | 0.01% | 425 | -43 | -1.18% | Q4 2025 | Feb 11, 2026 |
| Avant Capital LLC | History | Added to | 2,411 | 222 | 0.15% | 0.15% | 426 | +4 | 0.17% | Q4 2025 | Feb 13, 2026 |
| Base Wealth Management LLC | History | No change | 2,410 | 222 | 0.12% | 0.12% | 427 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 2,404 | 221 | 0.0% | 0.0% | 428 | -335 | -12.23% | Q4 2025 | Feb 02, 2026 |
| Intrua Financial, LLC | History | Added to | 2,393 | 220 | 0.02% | 0.02% | 429 | +140 | 6.21% | Q4 2025 | Feb 05, 2026 |
| Newport Capital Group, LLC | History | Reduced | 2,385 | 220 | 0.13% | 0.14% | 430 | -26 | -1.08% | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | New | 2,383 | 219 | 0.01% | — | 431 | +2,383 | New | Q4 2025 | Jan 20, 2026 |
| NORTHBRIDGE FINANCIAL GROUP, LLC | History | New | 2,335 | 215 | 0.1% | — | 432 | +2,335 | New | Q4 2025 | Feb 06, 2026 |
| EVERPAR ADVISORS LLC | History | New | 2,315 | 213 | 0.08% | — | 433 | +2,315 | New | Q4 2025 | Jan 07, 2026 |
| Key FInancial Inc | History | Reduced | 2,303 | 212 | 0.04% | 0.04% | 435 | -86 | -3.6% | Q4 2025 | Feb 09, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 2,303 | 212 | 0.13% | 0.13% | 436 | +2 | 0.09% | Q4 2025 | Jan 07, 2026 |
| Occidental Asset Management, LLC | History | No change | 2,304 | 212 | 0.03% | 0.03% | 434 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 2,290 | 211 | 0.01% | — | 437 | +2,290 | New | Q4 2025 | Feb 17, 2026 |
| Anson Capital, Inc. | History | No change | 2,267 | 209 | 0.15% | 0.15% | 438 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MONECO ADVISORS, LLC | History | New | 2,207 | 203 | 0.02% | — | 439 | +2,207 | New | Q4 2025 | Feb 04, 2026 |
| New Covenant Trust Company, N.A. | History | New | 2,184 | 203 | 0.18% | — | 440 | +2,184 | New | Q4 2025 | Jan 13, 2026 |
| Legacy Bridge, LLC | History | No change | 2,113 | 195 | 0.08% | 0.08% | 441 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| North Star Investment Management Corp. | History | Added to | 2,054 | 189 | 0.01% | 0.01% | 442 | +8 | 0.39% | Q4 2025 | Jan 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,012 | 185 | 0.01% | 0.0% | 443 | +1,960 | 3769.23% | Q4 2025 | Feb 06, 2026 |
| Disciplina Capital Management LLC | History | New | 1,985 | 183 | 0.02% | — | 444 | +1,985 | New | Q4 2025 | Feb 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,875 | 173 | 0.01% | — | 445 | +1,875 | New | Q4 2025 | Jan 21, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 1,800 | 166 | 0.01% | 0.01% | 446 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 1,669 | 154 | 0.09% | — | 447 | +1,669 | New | Q4 2025 | Feb 11, 2026 |
| Fairway Wealth LLC | History | Added to | 1,616 | 149 | 0.04% | 0.01% | 448 | +1,257 | 350.14% | Q4 2025 | Jan 28, 2026 |
| Rossby Financial, LCC | History | Added to | 1,567 | 144 | 0.04% | 0.04% | 449 | +343 | 28.02% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,330 | 122 | 0.01% | 0.01% | 450 | +70 | 5.56% | Q4 2025 | Jan 29, 2026 |
| ASSETMARK, INC | History | Added to | 1,312 | 121 | 0.0% | 0.0% | 451 | +29 | 2.26% | Q4 2025 | Jan 23, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | New | 1,296 | 119 | 0.06% | — | 452 | +1,296 | New | Q4 2025 | Jan 22, 2026 |
| Archer Investment Corp | History | No change | 1,244 | 114 | 0.03% | 0.03% | 453 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Private Wealth Management Group, LLC | History | No change | 1,218 | 112 | 0.03% | 0.03% | 454 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Added to | 1,066 | 98 | 0.03% | 0.05% | 456 | +773 | 263.82% | Q4 2025 | Jan 20, 2026 |
| CENTRAL TRUST Co | History | No change | 1,064 | 98 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 960 | 88 | 0.01% | — | 457 | +960 | New | Q4 2025 | Feb 03, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 946 | 87 | 0.03% | 0.04% | 458 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 899 | 82 | 0.01% | 0.0% | 459 | +325 | 56.62% | Q4 2025 | Feb 20, 2026 |
| HM PAYSON & CO | History | No change | 810 | 74 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | Reduced | 800 | 73 | 0.0% | 0.0% | 461 | -33 | -3.96% | Q4 2025 | Feb 17, 2026 |
| Newton One Investments LLC | History | No change | 799 | 73 | 0.02% | 0.02% | 462 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 789 | 72 | 0.01% | 0.0% | 463 | +337 | 74.56% | Q4 2025 | Jan 21, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 773 | 71 | 0.0% | 0.0% | 464 | -27 | -3.38% | Q4 2025 | Feb 17, 2026 |
| Bogart Wealth, LLC | History | No change | 772 | 71 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BESSEMER GROUP INC | History | New | 748 | 69 | 0.0% | — | 466 | +748 | New | Q4 2025 | Feb 05, 2026 |
| MASECO LLP | History | Added to | 754 | 69 | 0.0% | 0.0% | 467 | +4 | 0.53% | Q4 2025 | Jan 22, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 693 | 64 | 0.0% | 0.0% | 468 | +117 | 20.31% | Q4 2025 | Jan 27, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 694 | 64 | 0.02% | 0.02% | 469 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 623 | 58 | 0.02% | 0.02% | 470 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| STEPH & CO | History | No change | 632 | 58 | 0.02% | 0.02% | 471 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Bell Investment Advisors, Inc | History | No change | 637 | 58 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| SITTNER & NELSON, LLC | History | No change | 586 | 57 | 0.02% | 0.02% | 473 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BFSG, LLC | History | No change | 598 | 55 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| City State Bank | History | No change | 586 | 54 | 0.01% | 0.02% | 475 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 574 | 53 | 0.0% | 0.0% | 476 | +126 | 28.13% | Q4 2025 | Feb 13, 2026 |
| Operose Advisors LLC | History | Added to | 575 | 53 | 0.01% | 0.01% | 477 | +19 | 3.42% | Q4 2025 | Feb 10, 2026 |
| Crews Bank & Trust | History | No change | 565 | 52 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Integrity Financial Corp /WA | History | Added to | 540 | 49 | 0.02% | 0.0% | 479 | +512 | 1828.57% | Q4 2025 | Feb 13, 2026 |
| OPTIMA CAPITAL LLC | History | New | 491 | 45 | 0.02% | — | 480 | +491 | New | Q4 2025 | Jan 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 491 | 45 | 0.01% | — | 481 | +491 | New | Q4 2025 | Feb 09, 2026 |
| IFP Advisors, Inc | History | Added to | 475 | 43 | 0.0% | 0.0% | 482 | +97 | 25.66% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Reduced | 458 | 42 | 0.0% | 0.0% | 484 | -10 | -2.14% | Q4 2025 | Feb 10, 2026 |
| Newbridge Financial Services Group, Inc. | History | No change | 455 | 42 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 445 | 41 | 0.02% | 0.02% | 485 | -130 | -22.61% | Q4 2025 | Feb 03, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 420 | 38 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Register Financial Advisors LLC | History | No change | 388 | 35 | 0.01% | 0.01% | 487 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 353 | 32 | 0.0% | — | 488 | +353 | New | Q4 2025 | Feb 13, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 350 | 32 | 0.01% | 0.01% | 489 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Legal & General Group Plc | History | New | 313 | 28 | 0.0% | — | 490 | +313 | New | Q4 2025 | Feb 09, 2026 |
| Insight Inv LLC | History | No change | 287 | 26 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| YANKCOM Partnership | History | New | 269 | 24 | 0.01% | — | 494 | +269 | New | Q4 2025 | Jan 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 264 | 24 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Piscataqua Savings Bank | History | No change | 266 | 24 | 0.02% | 0.02% | 493 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 255 | 23 | 0.0% | 0.0% | 495 | -21 | -7.61% | Q4 2025 | Jan 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 246 | 22 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Olistico Wealth, LLC | History | New | 211 | 19 | 0.01% | — | 497 | +211 | New | Q4 2025 | Jan 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 201 | 18 | 0.02% | — | 499 | +201 | New | Q4 2025 | Feb 12, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 204 | 18 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 187 | 17 | 0.0% | 0.0% | 502 | -397 | -67.98% | Q4 2025 | Feb 03, 2026 |
| Triumph Capital Management | History | New | 187 | 17 | 0.0% | — | 501 | +187 | New | Q4 2025 | Feb 12, 2026 |
| Anchor Investment Management, LLC | History | No change | 194 | 17 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 178 | 16 | 0.0% | 0.0% | 503 | +1 | 0.56% | Q4 2025 | Feb 06, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | New | 170 | 15 | 0.04% | — | 505 | +170 | New | Q4 2025 | Feb 17, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 169 | 15 | 0.0% | 0.01% | 506 | +1 | 0.6% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | No change | 170 | 15 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Lodestone Wealth Management LLC | History | New | 162 | 14 | 0.01% | — | 507 | +162 | New | Q4 2025 | Jan 15, 2026 |
| Signature Equity Partners, LLC | History | New | 161 | 14 | 0.01% | — | 509 | +161 | New | Q4 2025 | Feb 17, 2026 |
| BAYBAN | History | New | 160 | 14 | 0.01% | — | 511 | +160 | New | Q4 2025 | Mar 05, 2026 |
| CDKV HOLDINGS LLC | History | New | 159 | 14 | 0.01% | — | 510 | +159 | New | Q4 2025 | Feb 17, 2026 |
| LGT Financial Advisors LLC | History | No change | 160 | 14 | 0.09% | 0.03% | 508 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Strategic Wealth Advisors LLC | History | New | 145 | 13 | 0.01% | — | 512 | +145 | New | Q4 2025 | Feb 03, 2026 |
| GGM Financials LLC | History | No change | 138 | 12 | 0.01% | 0.01% | 513 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MCF Advisors LLC | History | New | 130 | 11 | 0.0% | — | 514 | +130 | New | Q4 2025 | Feb 11, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 127 | 11 | 0.0% | 0.01% | 515 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kozak & Associates, Inc. | History | New | 99 | 9 | 0.0% | — | 517 | +99 | New | Q4 2025 | Jan 12, 2026 |
| EASTERN BANK | History | No change | 107 | 9 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Meramec Financial Planners, LLC | History | New | 88 | 8 | 0.0% | — | 519 | +88 | New | Q4 2025 | Feb 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 93 | 8 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| DecisionPoint Financial, LLC | History | New | 80 | 7 | 0.0% | — | 521 | +80 | New | Q4 2025 | Jan 29, 2026 |
| Cornerstone Planning Group LLC | History | New | 74 | 7 | 0.0% | — | 520 | +74 | New | Q4 2025 | Feb 02, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 71 | 6 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 56 | 5 | 0.0% | 0.0% | 523 | +4 | 7.69% | Q4 2025 | Jan 07, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 49 | 4 | 0.0% | 0.0% | 525 | -49 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 46 | 4 | 0.0% | 0.0% | 524 | -28 | -37.84% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 34 | 3 | 0.0% | 0.02% | 527 | -8,085 | -99.58% | Q4 2025 | Feb 17, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 42 | 3 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Fairscale Capital, LLC | History | New | 24 | 2 | 0.0% | — | 531 | +24 | New | Q4 2025 | Feb 17, 2026 |
| Paladin Advisory Group, LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 32 | 2 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Millstone Evans Group, LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Creative Capital Management Investments LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.18% | — | -1,677,784 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -31,153 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -11,167 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -11,167 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,579 | -100.0% | Q3 2025 | Nov 10, 2025 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -7,406 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,083 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Hollow Brook Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -5,710 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,903 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,840 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Centennial Bank/AR/ | History | Reduced | 3 | 0 | — | 0.16% | — | -4,566 | -99.93% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,329 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ellenbecker Investment Group | History | Closed out | 0 | 0 | — | 0.05% | — | -3,920 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,018 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,654 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,619 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,500 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Perennial Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,457 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -2,364 | -100.0% | Q3 2025 | Nov 10, 2025 |
| UNIVEST FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -2,256 | -100.0% | Q3 2025 | Oct 30, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,255 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Corundum Trust Company, INC | History | Closed out | 0 | 0 | — | 0.18% | — | -907 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -460 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Minot DeBlois Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -306 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -288 | -100.0% | Q3 2025 | Oct 29, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -223 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Future Financial Wealth Managment LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -184 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -154 | -100.0% | Q3 2025 | Nov 03, 2025 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -146 | -100.0% | Q3 2025 | Feb 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Beutel, Goodman & Co Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -47 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 03, 2025 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q3 2025 | Oct 16, 2025 |