VANGUARD GROUP INC - VOOV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 | 1,840,665 | 377,060 | 0.03% | 0.03% | 1 | -17,283 | -0.93% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 1,129,059 | 231,287 | 0.01% | 0.01% | 2 | -9,478 | -0.83% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 663,567 | 135,931 | 0.02% | 0.02% | 3 | +27,553 | 4.33% | Q4 2025 | Jan 29, 2026 |
| LPL Financial LLC | History | Reduced | 594,738 | 121,832 | 0.03% | 0.03% | 4 | -4,608 | -0.77% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 583,726 | 119,576 | 0.01% | 0.01% | 5 | +71,121 | 13.87% | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 507,470 | 103,955 | 0.11% | 0.12% | 6 | -15,624 | -2.99% | Q4 2025 | Feb 17, 2026 |
| Align Financial, LLC | History | New | 102,015 | 102,015 | 0.06% | — | 7 | +102,015 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 368,365 | 75,459 | 0.1% | 0.12% | 8 | -15,744 | -4.1% | Q4 2025 | Mar 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 363,936 | 74,552 | 0.02% | 0.02% | 9 | +43,165 | 13.46% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 360,003 | 73,746 | 0.02% | 0.02% | 10 | +4,549 | 1.28% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 321,709 | 66,007 | 0.1% | 0.09% | 11 | +5,853 | 1.85% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 275,053 | 56,344 | 0.01% | 0.01% | 12 | +34,799 | 14.48% | Q4 2025 | Feb 13, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 274,140 | 56,157 | 12.41% | 12.36% | 13 | +1,920 | 0.71% | Q4 2025 | Feb 06, 2026 |
| Pathstone Holdings, LLC | History | New | 245,062 | 50,200 | 0.19% | — | 14 | +245,062 | New | Q4 2025 | Feb 13, 2026 |
| Stordahl Capital Management, Inc. | History | Added to | 238,687 | 48,895 | 10.06% | 9.96% | 15 | +878 | 0.37% | Q4 2025 | Jan 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 217,304 | 44,514 | 0.05% | 0.05% | 16 | -2,916 | -1.32% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 164,351 | 33,667 | 0.01% | 0.01% | 17 | +1,675 | 1.03% | Q4 2025 | Feb 10, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 161,600 | 33,355 | 0.04% | 0.04% | 18 | -2,100 | -1.28% | Q4 2025 | Feb 13, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 148,465 | 30,413 | 6.13% | 6.25% | 19 | +184 | 0.12% | Q4 2025 | Jan 28, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 144,283 | 29,556 | 0.29% | 0.3% | 20 | -4,132 | -2.78% | Q4 2025 | Feb 13, 2026 |
| PETREDIS INVESTMENT ADVISORS LLC | History | Reduced | 122,673 | 25,129 | 1.97% | 1.98% | 21 | -1,321 | -1.07% | Q4 2025 | Jan 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 111,979 | 22,939 | 0.06% | 0.06% | 22 | +780 | 0.7% | Q4 2025 | Feb 05, 2026 |
| Zhang Financial LLC | History | Reduced | 103,413 | 21,184 | 0.79% | 0.86% | 23 | -2,469 | -2.33% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Reduced | 101,532 | 20,798 | 0.1% | 0.11% | 24 | -10,335 | -9.24% | Q4 2025 | Feb 17, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 97,618 | 19,997 | 1.29% | 1.31% | 25 | -1,872 | -1.88% | Q4 2025 | Jan 26, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 97,017 | 19,874 | 0.03% | 0.03% | 26 | -9,587 | -8.99% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 90,091 | 18,455 | 0.0% | — | 27 | +90,091 | New | Q4 2025 | Feb 17, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 79,943 | 16,376 | 2.54% | 2.33% | 28 | -2,311 | -2.81% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 75,520 | 15,470 | 0.12% | 0.14% | 29 | +1,202 | 1.62% | Q4 2025 | Jan 26, 2026 |
| Lutz Financial Services LLC | History | Reduced | 74,136 | 15,186 | 1.03% | 1.08% | 30 | -641 | -0.86% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 71,199 | 14,585 | 0.0% | 0.0% | 31 | -10,071 | -12.39% | Q4 2025 | Mar 25, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 66,600 | 13,643 | 1.45% | 1.41% | 32 | +2,936 | 4.61% | Q4 2025 | Jan 09, 2026 |
| Cascades Capital Asset Management, LLC | History | Reduced | 65,783 | 13,475 | 5.64% | 5.83% | 33 | -591 | -0.89% | Q4 2025 | Feb 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 63,145 | 12,935 | 0.01% | 0.01% | 34 | +5,614 | 9.76% | Q4 2025 | Feb 10, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 54,758 | 11,217 | 0.23% | 0.25% | 35 | +1,459 | 2.74% | Q4 2025 | Feb 03, 2026 |
| Garde Capital, Inc. | History | No change | 54,713 | 11,207 | 0.66% | 0.53% | 36 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CONNING INC. | History | Added to | 54,399 | 11,143 | 0.37% | 0.34% | 37 | +3,514 | 6.91% | Q4 2025 | Feb 05, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 50,360 | 10,316 | 1.04% | 1.04% | 38 | +613 | 1.23% | Q4 2025 | Jan 20, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 50,167 | 10,276 | 0.02% | 0.02% | 39 | -10,603 | -17.45% | Q4 2025 | Mar 16, 2026 |
| Aspire Growth Partners LLC | History | Added to | 47,957 | 9,824 | 6.84% | 6.15% | 40 | +5,801 | 13.76% | Q4 2025 | Feb 05, 2026 |
| Betterment LLC | History | Reduced | 46,984 | 9,625 | 0.02% | 0.02% | 41 | -657 | -1.38% | Q4 2025 | Feb 12, 2026 |
| Composition Wealth, LLC | History | Added to | 46,143 | 9,452 | 0.14% | 0.14% | 42 | +820 | 1.81% | Q4 2025 | Feb 02, 2026 |
| First Bank & Trust | History | No change | 45,762 | 9,374 | 1.53% | 1.54% | 43 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 44,736 | 9,164 | 0.2% | 0.16% | 44 | +9,658 | 27.53% | Q4 2025 | Feb 02, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 44,491 | 9,114 | 0.01% | 0.01% | 45 | +1,456 | 3.38% | Q4 2025 | Feb 13, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 43,709 | 8,953 | 1.65% | 1.78% | 46 | -1,694 | -3.73% | Q4 2025 | Jan 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 43,548 | 8,920 | 0.22% | 0.22% | 47 | +990 | 2.33% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Reduced | 43,037 | 8,816 | 0.01% | 0.01% | 48 | -1,793 | -4.0% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 42,815 | 8,770 | 0.1% | 0.11% | 49 | -6,870 | -13.83% | Q4 2025 | Jan 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 41,599 | 8,696 | 0.01% | 0.01% | 50 | +13,015 | 45.53% | Q4 2025 | Jan 08, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 41,093 | 8,417 | 0.37% | 0.36% | 51 | -29 | -0.07% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Added to | 40,290 | 8,253 | 0.04% | 0.04% | 52 | +10,471 | 35.12% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 39,567 | 8,105 | 0.03% | 0.04% | 53 | -3,139 | -7.35% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Reduced | 37,490 | 7,679 | 0.04% | 0.05% | 54 | -607 | -1.59% | Q4 2025 | Feb 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 35,239 | 7,218 | 0.02% | 0.02% | 55 | +3,425 | 10.77% | Q4 2025 | Feb 17, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 34,542 | 7,076 | 0.15% | 0.29% | 56 | -47,227 | -57.76% | Q4 2025 | Feb 05, 2026 |
| Summit Financial, LLC | History | Reduced | 33,896 | 6,943 | 0.1% | 0.11% | 57 | -617 | -1.79% | Q4 2025 | Feb 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 31,755 | 6,504 | 0.01% | 0.01% | 58 | +1,211 | 3.96% | Q4 2025 | Feb 02, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 31,391 | 6,430 | 0.64% | 0.65% | 59 | -19 | -0.06% | Q4 2025 | Feb 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 30,588 | 6,266 | 0.3% | 0.3% | 60 | -983 | -3.11% | Q4 2025 | Jan 20, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 30,324 | 6,211 | 0.05% | 0.05% | 61 | -182 | -0.6% | Q4 2025 | Feb 12, 2026 |
| Keystone Financial Group | History | Added to | 29,563 | 6,056 | 0.45% | 0.36% | 62 | +5,980 | 25.36% | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | Added to | 28,046 | 5,745 | 1.67% | 1.49% | 63 | +5,389 | 23.79% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | Added to | 28,024 | 5,740 | 0.01% | 0.01% | 64 | +2,173 | 8.41% | Q4 2025 | Feb 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 27,757 | 5,686 | 0.0% | 0.0% | 65 | +5,624 | 25.41% | Q4 2025 | Feb 17, 2026 |
| Fairscale Capital, LLC | History | Reduced | 27,572 | 5,648 | 3.74% | 3.8% | 66 | -120 | -0.43% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 27,319 | 5,596 | 0.01% | 0.01% | 67 | -740 | -2.64% | Q4 2025 | Feb 13, 2026 |
| Avant Capital LLC | History | Added to | 25,649 | 5,254 | 3.61% | 3.49% | 68 | +788 | 3.17% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 25,601 | 5,244 | 0.04% | 0.01% | 69 | +21,935 | 598.34% | Q4 2025 | Feb 18, 2026 |
| Ramiah Investment Group | History | Added to | 24,547 | 5,028 | 4.92% | 4.4% | 70 | +2,236 | 10.02% | Q4 2025 | Jan 28, 2026 |
| BROWN ADVISORY INC | History | Added to | 22,802 | 4,670 | 0.01% | 0.0% | 71 | +11,054 | 94.09% | Q4 2025 | Feb 13, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 22,217 | 4,551 | 1.36% | 1.04% | 72 | +5,985 | 36.87% | Q4 2025 | Feb 11, 2026 |
| Caprock Group, LLC | History | Added to | 21,695 | 4,444 | 0.09% | 0.1% | 73 | +177 | 0.82% | Q4 2025 | Jan 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 21,104 | 4,323 | 0.05% | 0.05% | 74 | +5,429 | 34.63% | Q4 2025 | Jan 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 20,925 | 4,286 | 0.02% | 0.01% | 75 | -302 | -1.42% | Q4 2025 | Jan 30, 2026 |
| COMERICA BANK | History | Added to | 20,271 | 4,152 | 0.02% | 0.02% | 76 | +32 | 0.16% | Q4 2025 | Jan 29, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 20,497 | 4,099 | 1.5% | 1.68% | 77 | +371 | 1.84% | Q4 2025 | Jan 13, 2026 |
| WBH ADVISORY INC | History | Reduced | 19,506 | 3,995 | 0.3% | 0.3% | 78 | -131 | -0.67% | Q4 2025 | Jan 26, 2026 |
| North Star Investment Management Corp. | History | Reduced | 19,480 | 3,990 | 0.25% | 0.26% | 79 | -572 | -2.85% | Q4 2025 | Jan 30, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 19,469 | 3,988 | 0.01% | 0.01% | 80 | +17 | 0.09% | Q4 2025 | Feb 11, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 18,599 | 3,810 | 0.05% | 0.06% | 81 | -3,041 | -14.05% | Q4 2025 | Jan 26, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 17,565 | 3,598 | 0.4% | 0.41% | 82 | -76 | -0.43% | Q4 2025 | Jan 08, 2026 |
| First Bancorp, Inc /ME/ | History | Added to | 17,497 | 3,584 | 1.91% | 1.71% | 83 | +1,425 | 8.87% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 17,479 | 3,580 | 0.01% | — | 84 | +17,479 | New | Q4 2025 | Feb 05, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 15,626 | 3,200 | 0.01% | 0.0% | 85 | -220 | -1.39% | Q4 2025 | Feb 17, 2026 |
| Arlington Trust Co LLC | History | Reduced | 15,620 | 3,199 | 0.33% | 0.62% | 86 | -1,697 | -9.8% | Q4 2025 | Jan 30, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 15,554 | 3,186 | 1.08% | 0.96% | 87 | +1,381 | 9.74% | Q4 2025 | Jan 22, 2026 |
| FMR LLC | History | Added to | 15,494 | 3,173 | 0.0% | 0.0% | 88 | +1,825 | 13.35% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 15,461 | 3,167 | 0.15% | 0.13% | 89 | +357 | 2.36% | Q4 2025 | Jan 21, 2026 |
| INSIGHT 2811, INC. | History | Added to | 14,210 | 2,910 | 1.28% | 1.23% | 90 | +337 | 2.43% | Q4 2025 | Feb 03, 2026 |
| Constellation Investments, Inc. | History | Reduced | 14,000 | 2,867 | 0.09% | 0.18% | 91 | -5,000 | -26.32% | Q4 2025 | Jan 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 13,715 | 2,816 | 0.0% | 0.0% | 92 | +9,702 | 241.76% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 13,582 | 2,782 | 0.18% | 0.18% | 93 | +298 | 2.24% | Q4 2025 | Jan 23, 2026 |
| Prospera Financial Services Inc | History | Added to | 13,144 | 2,693 | 0.04% | 0.04% | 94 | +193 | 1.49% | Q4 2025 | Feb 09, 2026 |
| HFG Advisors, Inc. | History | Added to | 12,901 | 2,642 | 1.91% | 1.88% | 95 | +137 | 1.07% | Q4 2025 | Feb 13, 2026 |
| Virtue Capital Management, LLC | History | Added to | 12,478 | 2,565 | 0.4% | 0.06% | 96 | +11,672 | 1448.14% | Q4 2025 | Feb 18, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 12,061 | 2,470 | 0.14% | 0.15% | 97 | -135 | -1.11% | Q4 2025 | Feb 10, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 12,014 | 2,460 | 0.05% | 0.05% | 98 | +1,289 | 12.02% | Q4 2025 | Feb 05, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 11,790 | 2,415 | 0.04% | 0.03% | 99 | -22 | -0.19% | Q4 2025 | Feb 17, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 11,497 | 2,355 | 0.02% | 0.02% | 100 | -717 | -5.87% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 11,495 | 2,354 | 0.0% | 0.0% | 101 | +3,366 | 41.41% | Q4 2025 | Feb 13, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 11,227 | 2,299 | 0.02% | 0.04% | 102 | -7,300 | -39.4% | Q4 2025 | Jan 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 11,067 | 2,267 | 0.03% | 0.03% | 103 | +100 | 0.91% | Q4 2025 | Feb 10, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 10,918 | 2,236 | 1.08% | 0.99% | 104 | +1,346 | 14.06% | Q4 2025 | Jan 22, 2026 |
| Equitable Holdings, Inc. | History | Added to | 10,264 | 2,102 | 0.01% | 0.01% | 105 | +83 | 0.82% | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 10,047 | 2,058 | 0.08% | 0.03% | 106 | +7,613 | 312.78% | Q4 2025 | Feb 04, 2026 |
| Clientfirst Wealth Management, LLC | History | No change | 10,005 | 2,049 | 1.65% | 1.6% | 107 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 9,604 | 1,967 | 0.0% | 0.0% | 108 | +33 | 0.34% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | No change | 9,574 | 1,961 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Modera Wealth Management, LLC | History | Added to | 9,431 | 1,932 | 0.02% | 0.02% | 110 | +111 | 1.19% | Q4 2025 | Jan 21, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 9,343 | 1,913 | 0.69% | 0.73% | 111 | -350 | -3.61% | Q4 2025 | Feb 05, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 9,338 | 1,912 | 0.21% | 0.22% | 112 | +28 | 0.3% | Q4 2025 | Feb 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 9,149 | 1,874 | 0.01% | 0.0% | 113 | +4,596 | 100.94% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Reduced | 9,136 | 1,871 | 0.0% | 0.0% | 114 | -277 | -2.94% | Q4 2025 | Feb 17, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 9,090 | 1,862 | 0.03% | 0.04% | 115 | +1 | 0.01% | Q4 2025 | Feb 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 9,000 | 1,843 | 0.0% | 0.0% | 116 | +4,013 | 80.47% | Q4 2025 | Feb 17, 2026 |
| Allen Investment Management, LLC | History | New | 8,891 | 1,821 | 0.02% | — | 117 | +8,891 | New | Q4 2025 | Feb 10, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 8,851 | 1,813 | 0.06% | 0.06% | 118 | -11 | -0.12% | Q4 2025 | Jan 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 8,450 | 1,730 | 0.01% | 0.01% | 119 | +1,915 | 29.3% | Q4 2025 | Jan 29, 2026 |
| Bluesphere Advisors LLC | History | Reduced | 8,212 | 1,682 | 0.74% | 0.77% | 120 | -211 | -2.51% | Q4 2025 | Jan 21, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 8,177 | 1,675 | 0.56% | 0.58% | 121 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 7,946 | 1,628 | 0.59% | 0.37% | 122 | +3,313 | 71.51% | Q4 2025 | Jan 26, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,921 | 1,622 | 0.0% | 0.0% | 123 | +656 | 9.03% | Q4 2025 | Feb 17, 2026 |
| Expressive Wealth LLC | History | New | 7,912 | 1,620 | 1.75% | — | 124 | +7,912 | New | Q4 2025 | Feb 09, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 7,793 | 1,596 | 0.31% | 0.26% | 125 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 7,512 | 1,538 | 0.02% | 0.02% | 126 | +1,177 | 18.58% | Q4 2025 | Jan 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 7,506 | 1,537 | 0.0% | 0.0% | 127 | -7,392 | -49.62% | Q4 2025 | Feb 18, 2026 |
| Sierra Capital LLC | History | Added to | 7,505 | 1,537 | 0.16% | 0.16% | 128 | +58 | 0.78% | Q4 2025 | Feb 18, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 7,400 | 1,515 | 0.0% | 0.0% | 129 | -2,800 | -27.45% | Q4 2025 | Feb 12, 2026 |
| Intrua Financial, LLC | History | Reduced | 7,237 | 1,482 | 0.16% | 0.16% | 130 | -246 | -3.29% | Q4 2025 | Feb 05, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 7,225 | 1,480 | 0.01% | 0.01% | 131 | -71 | -0.97% | Q4 2025 | Jan 27, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 6,889 | 1,411 | 0.05% | 0.05% | 132 | -40 | -0.58% | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 6,704 | 1,373 | 0.06% | 0.06% | 133 | +654 | 10.81% | Q4 2025 | Feb 13, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Reduced | 6,653 | 1,362 | 0.31% | 0.2% | 134 | -139 | -2.05% | Q4 2025 | Feb 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 6,590 | 1,349 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Avion Wealth | History | Reduced | 6,580 | 1,347 | 0.28% | 0.28% | 136 | -47 | -0.71% | Q4 2025 | Jan 23, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,556 | 1,342 | 0.0% | 0.0% | 137 | -365 | -5.27% | Q4 2025 | Jan 30, 2026 |
| Apollon Financial, LLC | History | Reduced | 6,376 | 1,306 | 0.19% | 0.22% | 138 | -203 | -3.09% | Q4 2025 | Jan 22, 2026 |
| CoreCap Advisors, LLC | History | Added to | 6,371 | 1,305 | 0.05% | 0.05% | 139 | +138 | 2.21% | Q4 2025 | Jan 13, 2026 |
| Evercore Wealth Management, LLC | History | No change | 6,304 | 1,291 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 6,638 | 1,289 | 0.03% | 0.02% | 141 | +1,535 | 30.08% | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 6,286 | 1,287 | 0.0% | 0.0% | 142 | +1,295 | 25.95% | Q4 2025 | Feb 12, 2026 |
| Apeiron RIA LLC | History | Reduced | 6,063 | 1,283 | 0.26% | 0.27% | 143 | -42 | -0.69% | Q4 2025 | Feb 03, 2026 |
| Brookstone Capital Management | History | Added to | 6,250 | 1,280 | 0.01% | 0.01% | 144 | +179 | 2.95% | Q4 2025 | Jan 15, 2026 |
| Compass Financial Group, INC/SD | History | No change | 6,214 | 1,272 | 0.18% | 0.19% | 145 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Gemmer Asset Management LLC | History | No change | 6,116 | 1,253 | 0.1% | 0.1% | 146 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 6,090 | 1,247 | 0.7% | 0.7% | 147 | +28 | 0.46% | Q4 2025 | Jan 26, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 6,067 | 1,242 | 0.0% | 0.0% | 148 | +414 | 7.32% | Q4 2025 | Feb 06, 2026 |
| Regal Investment Advisors LLC | History | Added to | 6,016 | 1,232 | 0.07% | 0.07% | 149 | +475 | 8.57% | Q4 2025 | Feb 17, 2026 |
| Fiera Capital Corp | History | No change | 5,998 | 1,228 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | New | 5,759 | 1,179 | 0.58% | — | 151 | +5,759 | New | Q4 2025 | Feb 25, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 5,706 | 1,168 | 0.0% | 0.0% | 152 | +990 | 20.99% | Q4 2025 | Feb 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 5,682 | 1,163 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KWB Wealth | History | Reduced | 5,639 | 1,155 | 0.11% | 0.12% | 154 | -40 | -0.7% | Q4 2025 | Jan 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 5,474 | 1,121 | 0.01% | 0.01% | 155 | +9 | 0.16% | Q4 2025 | Jan 20, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 5,419 | 1,109 | 0.08% | 0.08% | 156 | +24 | 0.44% | Q4 2025 | Feb 23, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 5,390 | 1,104 | 0.15% | 0.15% | 157 | +25 | 0.47% | Q4 2025 | Jan 21, 2026 |
| Security Financial Services, INC. | History | Reduced | 5,294 | 1,084 | 0.17% | 0.17% | 158 | -97 | -1.8% | Q4 2025 | Jan 27, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 5,209 | 1,067 | 0.22% | 0.26% | 159 | +241 | 4.85% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 5,208 | 1,066 | 0.0% | 0.01% | 160 | -2,031 | -28.06% | Q4 2025 | Feb 18, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 5,144 | 1,053 | 0.82% | — | 161 | +5,144 | New | Q4 2025 | Feb 06, 2026 |
| CHOREO, LLC | History | Added to | 5,077 | 1,047 | 0.01% | 0.01% | 162 | +4 | 0.08% | Q4 2025 | Jan 23, 2026 |
| Advisory Alpha, LLC | History | Added to | 5,096 | 1,043 | 0.03% | 0.03% | 163 | +244 | 5.03% | Q4 2025 | Feb 06, 2026 |
| Innova Wealth Partners | History | Added to | 5,023 | 1,028 | 0.52% | 0.52% | 164 | +239 | 5.0% | Q4 2025 | Jan 07, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 4,991 | 1,022 | 0.48% | 0.49% | 165 | -4 | -0.08% | Q4 2025 | Feb 06, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 4,924 | 1,008 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| World Investment Advisors | History | Reduced | 4,907 | 1,005 | 0.02% | 0.02% | 167 | -273 | -5.27% | Q4 2025 | Mar 12, 2026 |
| BlackRock, Inc. | History | Reduced | 4,897 | 1,003 | 0.0% | 0.0% | 168 | -1 | -0.02% | Q4 2025 | Feb 12, 2026 |
| Beaumont Asset Management, L.L.C. | History | Reduced | 4,846 | 992 | 0.5% | 0.51% | 169 | -248 | -4.87% | Q4 2025 | Jan 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 4,836 | 990 | 0.02% | 0.01% | 170 | +3,022 | 166.59% | Q4 2025 | Feb 12, 2026 |
| Sherman Wealth Management LLC | History | New | 4,826 | 988 | 0.86% | — | 171 | +4,826 | New | Q4 2025 | Jan 15, 2026 |
| SCS Capital Management LLC | History | Added to | 4,810 | 985 | 0.01% | 0.01% | 172 | +22 | 0.46% | Q4 2025 | Feb 10, 2026 |
| Belpointe Asset Management LLC | History | Added to | 4,733 | 969 | 0.04% | 0.03% | 173 | +241 | 5.37% | Q4 2025 | Jan 27, 2026 |
| Wedmont Private Capital | History | Reduced | 4,651 | 962 | 0.03% | 0.03% | 174 | -18 | -0.39% | Q4 2025 | Jan 08, 2026 |
| Santori & Peters, Inc. | History | Reduced | 4,694 | 961 | 0.33% | 0.34% | 175 | -47 | -0.99% | Q4 2025 | Jan 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 4,619 | 946 | 0.01% | 0.01% | 176 | -4,755 | -50.73% | Q4 2025 | Feb 13, 2026 |
| Verum Partners LLC | History | Added to | 4,450 | 911 | 0.18% | 0.19% | 177 | +18 | 0.41% | Q4 2025 | Jan 14, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 4,423 | 906 | 0.13% | 0.13% | 178 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 4,234 | 888 | 0.03% | 0.03% | 179 | -554 | -11.57% | Q4 2025 | Jan 23, 2026 |
| Soltis Investment Advisors LLC | History | New | 4,327 | 886 | 0.06% | — | 180 | +4,327 | New | Q4 2025 | Apr 02, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 4,247 | 869 | 0.06% | 0.07% | 181 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 4,136 | 853 | 0.06% | 0.06% | 182 | +24 | 0.58% | Q4 2025 | Jan 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 4,124 | 844 | 0.01% | 0.01% | 183 | -43 | -1.03% | Q4 2025 | Feb 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 4,057 | 831 | 0.0% | 0.0% | 184 | +119 | 3.02% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 4,010 | 821 | 0.01% | 0.0% | 185 | +2,637 | 192.06% | Q4 2025 | Jan 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 3,970 | 813 | 0.03% | — | 186 | +3,970 | New | Q4 2025 | Feb 09, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 3,917 | 802 | 0.11% | 0.1% | 187 | +10 | 0.26% | Q4 2025 | Jan 23, 2026 |
| CERTUITY, LLC | History | Added to | 3,823 | 783 | 0.05% | 0.05% | 188 | +17 | 0.45% | Q4 2025 | Jan 30, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 3,751 | 768 | 0.06% | 0.07% | 189 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 3,731 | 764 | 0.01% | 0.01% | 190 | +439 | 13.34% | Q4 2025 | Feb 12, 2026 |
| MidFirst Bank | History | New | 3,725 | 763 | 0.06% | — | 192 | +3,725 | New | Q4 2025 | Feb 25, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 3,701 | 763 | 0.03% | 0.05% | 191 | +9 | 0.24% | Q4 2025 | Feb 13, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 3,673 | 752 | 0.16% | 0.17% | 193 | -85 | -2.26% | Q4 2025 | Jan 14, 2026 |
| Creekside Partners | History | Added to | 3,625 | 742 | 0.31% | 0.32% | 194 | +5 | 0.14% | Q4 2025 | Feb 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 3,550 | 727 | 0.06% | 0.06% | 195 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Reduced | 3,531 | 723 | 0.67% | 0.7% | 196 | -235 | -6.24% | Q4 2025 | Jan 16, 2026 |
| Advisory Services Network, LLC | History | Added to | 3,508 | 718 | 0.01% | 0.01% | 197 | +1,001 | 39.93% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Added to | 3,494 | 715 | 0.01% | 0.01% | 198 | +220 | 6.72% | Q4 2025 | Feb 05, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 3,477 | 712 | 0.14% | 0.14% | 199 | -27 | -0.77% | Q4 2025 | Jan 09, 2026 |
| MAI Capital Management | History | No change | 3,460 | 708 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WEST BANCORPORATION INC | History | No change | 3,450 | 706 | 0.37% | 0.38% | 201 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 3,387 | 693 | 0.44% | 0.46% | 202 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Added to | 3,374 | 691 | 0.0% | 0.0% | 203 | +257 | 8.25% | Q4 2025 | Jan 26, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 3,364 | 691 | 0.2% | 0.22% | 204 | +15 | 0.45% | Q4 2025 | Jan 06, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 3,282 | 672 | 0.2% | 0.19% | 205 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 3,216 | 658 | 0.1% | 0.1% | 206 | +17 | 0.53% | Q4 2025 | Jan 27, 2026 |
| Magnus Financial Group LLC | History | Added to | 3,120 | 639 | 0.05% | 0.05% | 207 | +68 | 2.23% | Q4 2025 | Jan 07, 2026 |
| STEPHENS INC /AR/ | History | No change | 3,117 | 638 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Sightline Wealth Advisors, LLC | History | No change | 3,000 | 614 | 0.26% | 0.27% | 209 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,991 | 612 | 0.04% | 0.04% | 210 | -38 | -1.25% | Q4 2025 | Feb 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 2,908 | 595 | 0.01% | 0.01% | 211 | +11 | 0.38% | Q4 2025 | Feb 06, 2026 |
| Kropog Financial Group, LLC | History | Added to | 2,908 | 595 | 0.46% | 0.47% | 212 | +11 | 0.38% | Q4 2025 | Feb 05, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 2,855 | 584 | 0.13% | 0.14% | 213 | +4 | 0.14% | Q4 2025 | Jan 09, 2026 |
| VANGUARD GROUP INC | History | Added to | 2,817 | 577 | 0.0% | 0.0% | 214 | +39 | 1.4% | Q4 2025 | Jan 29, 2026 |
| Archer Investment Corp | History | Reduced | 2,813 | 576 | 0.13% | 0.13% | 215 | -13 | -0.46% | Q4 2025 | Jan 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,708 | 554 | 0.01% | 0.01% | 216 | +305 | 12.69% | Q4 2025 | Feb 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 2,677 | 548 | 0.01% | 0.01% | 217 | +210 | 8.51% | Q4 2025 | Jan 29, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 2,675 | 547 | 0.23% | 0.23% | 218 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 2,648 | 542 | 0.08% | 0.08% | 219 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Delta Wealth Advisors LLC | History | Reduced | 2,617 | 536 | 0.45% | 0.41% | 220 | -5 | -0.19% | Q4 2025 | Jan 28, 2026 |
| RFG Advisory, LLC | History | Reduced | 2,559 | 524 | 0.01% | 0.01% | 221 | -4 | -0.16% | Q4 2025 | Feb 03, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | New | 2,551 | 522 | 0.17% | — | 222 | +2,551 | New | Q4 2025 | Feb 12, 2026 |
| Rodgers & Associates, LTD | History | No change | 2,546 | 521 | 0.05% | 0.05% | 223 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| CWM, LLC | History | Added to | 2,527 | 518 | 0.0% | 0.0% | 224 | +87 | 3.57% | Q4 2025 | Jan 26, 2026 |
| BHK Investment Advisors, LLC | History | No change | 2,500 | 512 | 0.17% | 0.19% | 225 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 2,500 | 512 | 0.15% | 0.15% | 226 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,473 | 506 | 0.01% | 0.01% | 227 | -208 | -7.76% | Q4 2025 | Feb 03, 2026 |
| StoneX Group Inc. | History | Reduced | 2,439 | 500 | 0.02% | 0.15% | 228 | -15,071 | -86.07% | Q4 2025 | Feb 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 2,429 | 497 | 0.01% | 0.01% | 229 | -195 | -7.43% | Q4 2025 | Feb 19, 2026 |
| Waverly Advisors, LLC | History | Added to | 2,423 | 496 | 0.0% | 0.0% | 231 | +712 | 41.61% | Q4 2025 | Feb 17, 2026 |
| Roundview Capital LLC | History | No change | 2,425 | 496 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Heritage Wealth Advisors | History | Added to | 2,346 | 480 | 0.02% | 0.02% | 232 | +8 | 0.34% | Q4 2025 | Feb 13, 2026 |
| Shulman DeMeo Asset Management LLC | History | Added to | 2,343 | 479 | 0.11% | 0.11% | 233 | +11 | 0.47% | Q4 2025 | Jan 14, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 2,339 | 478 | 0.02% | 0.02% | 235 | -30 | -1.27% | Q4 2025 | Jan 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,338 | 478 | 0.0% | 0.0% | 234 | +6 | 0.26% | Q4 2025 | Feb 12, 2026 |
| Western Wealth Management, LLC | History | Reduced | 2,313 | 473 | 0.02% | 0.03% | 236 | -103 | -4.26% | Q4 2025 | Feb 05, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 2,299 | 470 | 0.13% | 0.14% | 237 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2,294 | 469 | 0.02% | 0.03% | 238 | -122 | -5.05% | Q4 2025 | Feb 10, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 2,143 | 458 | 0.1% | 0.12% | 239 | -37 | -1.7% | Q4 2025 | Feb 13, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 2,233 | 457 | 0.03% | 0.03% | 240 | +8 | 0.36% | Q4 2025 | Feb 11, 2026 |
| Roberts Wealth Advisors, LLC | History | Added to | 2,215 | 453 | 0.12% | 0.11% | 241 | +105 | 4.98% | Q4 2025 | Jan 13, 2026 |
| Berkshire Money Management, Inc. | History | New | 2,142 | 438 | 0.04% | — | 242 | +2,142 | New | Q4 2025 | Jan 27, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 2,098 | 429 | 0.03% | 0.03% | 243 | +8 | 0.38% | Q4 2025 | Jan 20, 2026 |
| Walker Asset Management, LLC | History | No change | 2,093 | 428 | 0.23% | 0.23% | 244 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 2,052 | 420 | 0.0% | — | 245 | +2,052 | New | Q4 2025 | Feb 17, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 2,050 | 419 | 0.07% | 0.07% | 246 | -15 | -0.73% | Q4 2025 | Feb 11, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,033 | 416 | 0.21% | 0.25% | 247 | -382 | -15.82% | Q4 2025 | Feb 09, 2026 |
| CM WEALTH ADVISORS LLC | History | No change | 2,012 | 412 | 0.09% | 0.11% | 248 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 1,983 | 406 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Oxler Private Wealth LLC | History | Added to | 1,932 | 395 | 0.11% | 0.11% | 250 | +9 | 0.47% | Q4 2025 | Jan 23, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 1,922 | 393 | 0.05% | 0.06% | 251 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IFG Advisors, LLC | History | No change | 1,885 | 386 | 0.06% | 0.06% | 252 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Keel Point, LLC | History | No change | 1,880 | 385 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | Added to | 1,919 | 383 | 0.0% | 0.0% | 254 | +2 | 0.1% | Q4 2025 | Feb 10, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 1,861 | 381 | 0.01% | 0.01% | 255 | -221 | -10.61% | Q4 2025 | Feb 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,825 | 373 | 0.0% | 0.0% | 256 | +2 | 0.11% | Q4 2025 | Feb 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 1,823 | 373 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SMITH, MOORE & CO. | History | Added to | 1,820 | 372 | 0.03% | 0.03% | 258 | +8 | 0.44% | Q4 2025 | Jan 23, 2026 |
| Calamos Advisors LLC | History | No change | 1,812 | 371 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 1,790 | 366 | 0.08% | 0.09% | 261 | +8 | 0.45% | Q4 2025 | Feb 11, 2026 |
| CapWealth Advisors, LLC | History | No change | 1,789 | 366 | 0.03% | 0.02% | 260 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | New | 1,713 | 359 | 0.02% | — | 262 | +1,713 | New | Q4 2025 | Jan 21, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 1,744 | 357 | 0.01% | 0.01% | 263 | -827 | -32.17% | Q4 2025 | Feb 09, 2026 |
| Leo Wealth, LLC | History | Reduced | 1,743 | 357 | 0.03% | 0.05% | 264 | -79 | -4.34% | Q4 2025 | Jan 21, 2026 |
| A4 Wealth Advisors LLC | History | Reduced | 1,713 | 350 | 0.3% | 0.34% | 265 | -320 | -15.74% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 1,694 | 347 | 0.02% | 0.02% | 266 | +519 | 44.17% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 1,682 | 344 | 0.0% | 0.0% | 269 | +25 | 1.51% | Q4 2025 | Feb 13, 2026 |
| HANOVER ADVISORS INC | History | No change | 1,680 | 344 | 0.13% | 0.13% | 267 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 1,642 | 344 | 0.02% | 0.03% | 268 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 1,676 | 343 | 0.01% | 0.01% | 271 | -304 | -15.35% | Q4 2025 | Feb 17, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 1,676 | 343 | 0.01% | 0.01% | 270 | +263 | 18.61% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Reduced | 1,646 | 337 | 0.01% | 0.01% | 272 | -43 | -2.55% | Q4 2025 | Jan 30, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 1,640 | 335 | 0.0% | 0.0% | 273 | -51 | -3.02% | Q4 2025 | Feb 03, 2026 |
| ORG Wealth Partners, LLC | History | Added to | 1,632 | 334 | 0.08% | 0.05% | 274 | +502 | 44.42% | Q4 2025 | Jan 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,616 | 331 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Lakeside Advisors, INC. | History | New | 1,614 | 330 | 0.21% | — | 276 | +1,614 | New | Q4 2025 | Jan 27, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 1,609 | 329 | 0.02% | 0.01% | 277 | +2 | 0.12% | Q4 2025 | Feb 17, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,586 | 324 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Centric Wealth Management | History | No change | 1,530 | 323 | 0.07% | 0.07% | 279 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Net Worth Advisory Group | History | Reduced | 1,563 | 320 | 0.06% | 0.13% | 280 | -715 | -31.39% | Q4 2025 | Jan 14, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 1,524 | 312 | 0.08% | 0.08% | 282 | +206 | 15.63% | Q4 2025 | Feb 10, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 1,526 | 312 | 0.15% | 0.16% | 281 | +1 | 0.07% | Q4 2025 | Jan 09, 2026 |
| Principle Wealth Partners LLC | History | Added to | 1,520 | 311 | 0.02% | 0.02% | 283 | +1 | 0.07% | Q4 2025 | Feb 06, 2026 |
| Wealth Management Associates, Inc. | History | No change | 1,485 | 304 | 0.11% | 0.11% | 284 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| CGN Advisors LLC | History | Reduced | 1,479 | 302 | 0.02% | 0.03% | 285 | -112 | -7.04% | Q4 2025 | Jan 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,472 | 301 | 0.0% | 0.0% | 286 | +1 | 0.07% | Q4 2025 | Feb 10, 2026 |
| Fairway Wealth LLC | History | Added to | 1,440 | 294 | 0.08% | 0.08% | 287 | +7 | 0.49% | Q4 2025 | Jan 28, 2026 |
| Chicago Partners Investment Group LLC | History | New | 1,406 | 293 | 0.01% | — | 288 | +1,406 | New | Q4 2025 | Jan 28, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 1,408 | 288 | 0.33% | — | 289 | +1,408 | New | Q4 2025 | Feb 17, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 1,400 | 286 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 1,390 | 284 | 0.05% | 0.08% | 292 | -796 | -36.41% | Q4 2025 | Feb 12, 2026 |
| Berger Financial Group, Inc | History | Added to | 1,390 | 284 | 0.02% | 0.02% | 291 | +3 | 0.22% | Q4 2025 | Jan 27, 2026 |
| Asset Management Advisors, LLC | History | Reduced | 1,353 | 277 | 0.17% | 0.19% | 293 | -195 | -12.6% | Q4 2025 | Jan 06, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 1,350 | 276 | 0.01% | 0.01% | 294 | -150 | -10.0% | Q4 2025 | Jan 28, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 1,350 | 276 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Birchcreek Wealth Management, LLC | History | No change | 1,352 | 276 | 0.14% | 0.14% | 296 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Compound Planning, Inc. | History | No change | 1,346 | 275 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Cresset Asset Management, LLC | History | Added to | 1,340 | 274 | 0.0% | 0.0% | 298 | +7 | 0.53% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 1,333 | 273 | 0.01% | 0.01% | 299 | -506 | -27.51% | Q4 2025 | Feb 17, 2026 |
| Optivise Advisory Services LLC | History | Added to | 1,306 | 267 | 0.15% | 0.15% | 300 | +56 | 4.48% | Q4 2025 | Jan 12, 2026 |
| LYNCH & ASSOCIATES/IN | History | No change | 1,300 | 266 | 0.05% | 0.05% | 301 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Sterling Group Wealth Management, LLC | History | No change | 1,299 | 266 | 0.13% | 0.13% | 302 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 1,285 | 263 | 0.03% | 0.03% | 303 | -46 | -3.46% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,278 | 261 | 0.0% | 0.0% | 304 | -1 | -0.08% | Q4 2025 | Feb 11, 2026 |
| Guardian Wealth Management, Inc. | History | Added to | 1,270 | 260 | 0.15% | 0.15% | 305 | +15 | 1.2% | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 1,273 | 260 | 0.01% | 0.01% | 306 | +6 | 0.47% | Q4 2025 | Jan 20, 2026 |
| Hemenway Trust Co LLC | History | New | 1,266 | 259 | 0.02% | — | 307 | +1,266 | New | Q4 2025 | Feb 03, 2026 |
| Tull Financial Group, Inc. | History | Added to | 1,257 | 257 | 0.11% | 0.11% | 308 | +49 | 4.06% | Q4 2025 | Feb 12, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 1,250 | 256 | 0.03% | 0.03% | 309 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CIBC Asset Management Inc | History | New | 1,247 | 255 | 0.0% | — | 310 | +1,247 | New | Q4 2025 | Feb 10, 2026 |
| Warner Group LLC | History | New | 1,237 | 253 | 0.16% | — | 311 | +1,237 | New | Q4 2025 | Feb 06, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 1,224 | 250 | 0.02% | 0.02% | 312 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 1,219 | 249 | 0.02% | 0.02% | 313 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| GREENWOOD GEARHART INC | History | Reduced | 1,206 | 247 | 0.01% | 0.01% | 314 | -18 | -1.47% | Q4 2025 | Feb 04, 2026 |
| Everhart Financial Group, Inc. | History | No change | 1,201 | 246 | 0.02% | 0.02% | 315 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 1,200 | 245 | 0.06% | 0.07% | 316 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Nadler Financial Group, Inc. | History | New | 1,164 | 238 | 0.02% | — | 317 | +1,164 | New | Q4 2025 | Jan 28, 2026 |
| Old North State Wealth Management, LLC | History | Added to | 1,164 | 238 | 0.11% | 0.11% | 318 | +6 | 0.52% | Q4 2025 | Jan 23, 2026 |
| CITIGROUP INC | History | Reduced | 1,149 | 235 | 0.0% | 0.0% | 319 | -95 | -7.64% | Q4 2025 | Feb 13, 2026 |
| Realta Investment Advisors | History | No change | 1,148 | 235 | 0.08% | 0.08% | 320 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 1,141 | 233 | 0.15% | 0.14% | 321 | +5 | 0.44% | Q4 2025 | Feb 06, 2026 |
| TrueWealth Advisors, LLC | History | No change | 1,133 | 232 | 0.06% | 0.06% | 322 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| ASSETMARK, INC | History | Added to | 1,124 | 230 | 0.0% | 0.0% | 323 | +26 | 2.37% | Q4 2025 | Jan 23, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,119 | 229 | 0.13% | 0.14% | 324 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,117 | 228 | 0.0% | 0.0% | 325 | +50 | 4.69% | Q4 2025 | Feb 09, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 1,116 | 228 | 0.07% | 0.07% | 326 | +25 | 2.29% | Q4 2025 | Feb 06, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 1,104 | 226 | 0.01% | 0.01% | 327 | +5 | 0.45% | Q4 2025 | Feb 18, 2026 |
| GenTrust, LLC | History | No change | 1,090 | 223 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 1,070 | 219 | 0.13% | 0.14% | 329 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MARQUETTE ASSOCIATES, INC. | History | Reduced | 1,059 | 216 | 0.28% | 0.51% | 331 | -1,059 | -50.0% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,055 | 216 | 0.0% | 0.0% | 330 | -20 | -1.86% | Q4 2025 | Feb 06, 2026 |
| CHAPIN DAVIS, INC. | History | No change | 1,047 | 214 | 0.05% | 0.05% | 332 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 1,038 | 212 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| XTX Topco Ltd | History | Reduced | 1,023 | 209 | 0.01% | 0.02% | 335 | -1,373 | -57.3% | Q4 2025 | Feb 17, 2026 |
| Pure Financial Advisors, LLC | History | New | 1,022 | 209 | 0.04% | — | 334 | +1,022 | New | Q4 2025 | Mar 04, 2026 |
| Opulen Financial Group LLC | History | Added to | 1,024 | 209 | 0.15% | 0.15% | 336 | +4 | 0.39% | Q4 2025 | Feb 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 1,017 | 208 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 1,011 | 207 | 0.0% | 0.0% | 338 | -800 | -44.17% | Q4 2025 | Feb 10, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Reduced | 1,014 | 207 | 0.05% | 0.06% | 339 | -377 | -27.1% | Q4 2025 | Jan 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 1,012 | 207 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 1,006 | 206 | 0.01% | 0.01% | 341 | -25 | -2.42% | Q4 2025 | Jan 22, 2026 |
| Briggs Wealth Management, Inc | History | New | 1,002 | 205 | 0.22% | — | 343 | +1,002 | New | Q4 2025 | Feb 19, 2026 |
| CreativeOne Wealth, LLC | History | New | 1,001 | 205 | 0.0% | — | 342 | +1,001 | New | Q4 2025 | Feb 13, 2026 |
| ETF Portfolio Partners, Inc. | History | Reduced | 998 | 204 | 0.05% | 0.07% | 344 | -385 | -27.84% | Q4 2025 | Jan 20, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 985 | 201 | 0.0% | — | 346 | +985 | New | Q4 2025 | Jan 29, 2026 |
| Pacific Center for Financial Services | History | No change | 1,012 | 201 | 0.05% | 0.05% | 345 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Modern Wealth Management, LLC | History | New | 976 | 200 | 0.0% | — | 347 | +976 | New | Q4 2025 | Feb 17, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 950 | 194 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Arax Advisory Partners | History | New | 847 | 173 | 0.01% | — | 349 | +847 | New | Q4 2025 | Feb 13, 2026 |
| EFG International AG | History | New | 795 | 162 | 0.0% | — | 350 | +795 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Bridge, LLC | History | No change | 757 | 155 | 0.06% | 0.06% | 351 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 734 | 150 | 0.01% | 0.01% | 352 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| City State Bank | History | No change | 700 | 143 | 0.04% | 0.04% | 353 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 695 | 142 | 0.02% | 0.02% | 354 | +1 | 0.14% | Q4 2025 | Jan 21, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 635 | 130 | 0.03% | 0.03% | 355 | +35 | 5.83% | Q4 2025 | Jan 23, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 630 | 129 | 0.0% | 0.0% | 356 | +88 | 16.24% | Q4 2025 | Feb 11, 2026 |
| Horizons Wealth Management | History | Added to | 622 | 127 | 0.08% | 0.08% | 357 | +3 | 0.48% | Q4 2025 | Jan 05, 2026 |
| Bank of New Hampshire | History | New | 595 | 121 | 0.03% | — | 358 | +595 | New | Q4 2025 | Mar 16, 2026 |
| Asset Dedication, LLC | History | No change | 552 | 113 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NBC SECURITIES, INC. | History | Added to | 501 | 102 | 0.01% | 0.01% | 360 | +1 | 0.2% | Q4 2025 | Jan 29, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 495 | 101 | 0.0% | 0.0% | 361 | +75 | 17.86% | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Reduced | 439 | 89 | 0.0% | 0.0% | 362 | -12 | -2.66% | Q4 2025 | Feb 05, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 429 | 88 | 0.01% | 0.01% | 363 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 427 | 87 | 0.0% | 0.0% | 364 | +1 | 0.23% | Q4 2025 | Jan 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 422 | 86 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 409 | 83 | 0.05% | 0.06% | 366 | +1 | 0.25% | Q4 2025 | Feb 11, 2026 |
| Y.D. More Investments Ltd | History | No change | 388 | 79 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Salomon & Ludwin, LLC | History | No change | 380 | 78 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MCF Advisors LLC | History | No change | 373 | 76 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 351 | 75 | 0.05% | 0.05% | 370 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Spire Wealth Management | History | Added to | 348 | 71 | 0.0% | 0.0% | 371 | +1 | 0.29% | Q4 2025 | Jan 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 342 | 70 | 0.0% | 0.0% | 372 | +1 | 0.29% | Q4 2025 | Jan 20, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 319 | 65 | 0.03% | 0.03% | 374 | -47 | -12.84% | Q4 2025 | Feb 18, 2026 |
| IMA Advisory Services, Inc. | History | No change | 318 | 65 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 305 | 62 | 0.03% | 0.02% | 375 | +1 | 0.33% | Q4 2025 | Feb 11, 2026 |
| NBT BANK N A /NY | History | No change | 295 | 60 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Quaker Wealth Management, LLC | History | No change | 276 | 56 | 0.02% | 0.02% | 377 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 250 | 51 | 0.03% | 0.03% | 378 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Analysts, LLC | History | Added to | 235 | 48 | 0.0% | 0.0% | 379 | +1 | 0.43% | Q4 2025 | Feb 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 231 | 47 | 0.0% | 0.0% | 380 | +1 | 0.43% | Q4 2025 | Jan 20, 2026 |
| Versant Capital Management, Inc | History | No change | 233 | 47 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| HHM Wealth Advisors, LLC | History | New | 200 | 40 | 0.0% | — | 382 | +200 | New | Q4 2025 | Jan 22, 2026 |
| Ransom Advisory, Ltd | History | New | 200 | 40 | 0.02% | — | 383 | +200 | New | Q4 2025 | Jan 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 184 | 37 | 0.0% | — | 384 | +184 | New | Q4 2025 | Feb 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 180 | 36 | 0.0% | 0.0% | 385 | -212 | -54.08% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | New | 173 | 35 | 0.0% | — | 386 | +173 | New | Q4 2025 | Feb 17, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 167 | 34 | 0.03% | — | 387 | +167 | New | Q4 2025 | Feb 19, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 153 | 31 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 150 | 30 | 0.03% | — | 390 | +150 | New | Q4 2025 | Feb 10, 2026 |
| Boreal Capital Management LLC | History | No change | 147 | 30 | 0.02% | 0.02% | 389 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 130 | 26 | 0.0% | — | 391 | +130 | New | Q4 2025 | Feb 06, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 130 | 26 | 0.02% | 0.02% | 392 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| McIlrath & Eck, LLC | History | Added to | 121 | 24 | 0.0% | 0.0% | 393 | +1 | 0.83% | Q4 2025 | Feb 03, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 107 | 22 | 0.0% | — | 394 | +107 | New | Q4 2025 | Feb 09, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 109 | 22 | 0.01% | 0.01% | 395 | +57 | 109.62% | Q4 2025 | Feb 17, 2026 |
| Tidemark, LLC | History | No change | 109 | 22 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 98 | 20 | 0.0% | 0.0% | 398 | -149 | -60.32% | Q4 2025 | Feb 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 100 | 20 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JDM Financial Group LLC | History | No change | 81 | 16 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BFSG, LLC | History | Added to | 78 | 15 | 0.0% | 0.0% | 400 | +1 | 1.3% | Q4 2025 | Jan 22, 2026 |
| Concord Wealth Partners | History | No change | 69 | 14 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 68 | 13 | 0.0% | — | 403 | +68 | New | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 65 | 13 | 0.0% | 0.0% | 404 | +11 | 20.37% | Q4 2025 | Feb 06, 2026 |
| Westside Investment Management, Inc. | History | No change | 66 | 13 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| GAMMA Investing LLC | History | No change | 66 | 13 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Anchor Investment Management, LLC | History | No change | 62 | 12 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Caitlin John, LLC | History | No change | 54 | 11 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 47 | 9 | 0.0% | — | 408 | +47 | New | Q4 2025 | Feb 03, 2026 |
| Clearstead Advisors, LLC | History | Added to | 44 | 8 | 0.0% | 0.0% | 409 | +1 | 2.33% | Q4 2025 | Feb 09, 2026 |
| WPG Advisers, LLC | History | No change | 41 | 8 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DecisionPoint Financial, LLC | History | New | 38 | 7 | 0.0% | — | 411 | +38 | New | Q4 2025 | Jan 29, 2026 |
| Nemes Rush Group LLC | History | No change | 36 | 7 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 33 | 6 | 0.0% | — | 414 | +33 | New | Q4 2025 | Feb 05, 2026 |
| Strive Financial Group ,LLC | History | New | 32 | 6 | 0.0% | — | 415 | +32 | New | Q4 2025 | Feb 18, 2026 |
| Friedenthal Financial | History | No change | 34 | 6 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Triumph Capital Management | History | New | 29 | 5 | 0.0% | — | 416 | +29 | New | Q4 2025 | Feb 12, 2026 |
| BLUELINE ADVISORS LLC | History | New | 26 | 5 | 0.0% | — | 417 | +26 | New | Q4 2025 | Feb 10, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 21 | 4 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| OPTIMA CAPITAL LLC | History | New | 19 | 3 | 0.0% | — | 419 | +19 | New | Q4 2025 | Jan 23, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Key FInancial Inc | History | No change | 10 | 2 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Laurel Wealth Advisors LLC | History | New | 8 | 1 | 0.0% | — | 425 | +8 | New | Q4 2025 | Jan 30, 2026 |
| Hughes Financial Services, LLC | History | New | 6 | 1 | 0.0% | — | 426 | +6 | New | Q4 2025 | Feb 11, 2026 |
| Quattro Advisors LLC | History | New | 6 | 1 | 0.0% | — | 427 | +6 | New | Q4 2025 | Feb 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 5 | 1 | 0.0% | — | 424 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -14,334 | -100.0% | Q3 2025 | Nov 10, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -13,045 | -100.0% | Q3 2025 | Nov 14, 2025 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,415 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Consolidated Portfolio Review Corp | History | Closed out | 0 | 0 | — | 0.08% | — | -3,159 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,177 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WMG Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -1,751 | -100.0% | Q3 2025 | Oct 23, 2025 |
| COMMERCE BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,275 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,259 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,255 | -100.0% | Q3 2025 | Oct 23, 2025 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,215 | -100.0% | Q3 2025 | Oct 10, 2025 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,201 | -100.0% | Q3 2025 | Oct 23, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -1,138 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Koshinski Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,109 | -100.0% | Q3 2025 | Nov 10, 2025 |
| OneAscent Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,089 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,011 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Maia Wealth LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,011 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Cadence Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -1,009 | -100.0% | Q3 2025 | Nov 13, 2025 |
| UMB Bank, n.a. | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -640 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Minot DeBlois Advisors LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -555 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -348 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q3 2025 | Oct 23, 2025 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Larson Financial Group LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -37 | -97.37% | Q4 2025 | Feb 06, 2026 |
| JPL Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q3 2025 | Oct 10, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q3 2025 | Nov 03, 2025 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2025 | Oct 21, 2025 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Nov 13, 2025 |
| HOWE & RUSLING INC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Truvestments Capital LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Mar 04, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Glassman Wealth Services | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |