VANGUARD WORLD FUND - VOX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PGIM Custom Harvest LLC | History | Added to | 2,000,839 | 387,422 | 5.72% | 5.65% | 1 | +2,430 | 0.12% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,794,883 | 347,543 | 0.03% | 0.02% | 2 | -379 | -0.02% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,236,021 | 239,331 | 0.02% | 0.02% | 3 | -101,773 | -7.61% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 1,072,900 | 207,746 | 0.01% | 0.01% | 4 | +9,795 | 0.92% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 813,334 | 157,486 | 0.03% | 0.03% | 5 | -4,828 | -0.59% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 712,378 | 137,937 | 0.02% | 0.02% | 6 | +2,573 | 0.36% | Q4 2025 | Jan 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 674,664 | 130,635 | 0.02% | 0.0% | 7 | +560,204 | 489.43% | Q4 2025 | Mar 25, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 618,689 | 119,797 | 0.03% | 0.01% | 8 | +299,108 | 93.59% | Q4 2025 | Feb 17, 2026 |
| Beacon Capital Management, Inc. | History | Reduced | 599,447 | 116,070 | 6.21% | 6.11% | 9 | -82,568 | -12.11% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 546,362 | 105,792 | 0.03% | 0.03% | 10 | -56,064 | -9.31% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Added to | 422,194 | 81,749 | 0.02% | 0.02% | 11 | +11,200 | 2.73% | Q4 2025 | Feb 11, 2026 |
| Empower Advisory Group, LLC | History | Added to | 277,834 | 53,796 | 0.15% | 0.13% | 12 | +19,720 | 7.64% | Q4 2025 | Feb 12, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 270,951 | 52,464 | 1.68% | 1.63% | 13 | +1,732 | 0.64% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 256,201 | 49,608 | 0.02% | 0.01% | 14 | +14,177 | 5.86% | Q4 2025 | Feb 18, 2026 |
| Marks Wealth, LLC | History | New | 212,223 | 41,092 | 13.76% | — | 15 | +212,223 | New | Q4 2025 | Feb 02, 2026 |
| ASSETMARK, INC | History | Added to | 191,337 | 37,048 | 0.08% | 0.05% | 16 | +66,915 | 53.78% | Q4 2025 | Jan 23, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 189,959 | 36,784 | 0.03% | 0.03% | 17 | -7,772 | -3.93% | Q4 2025 | Feb 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 189,669 | 36,725 | 2.48% | 2.44% | 18 | +5,257 | 2.85% | Q4 2025 | Jan 08, 2026 |
| Lido Advisors, LLC | History | Added to | 173,772 | 33,103 | 0.1% | 0.09% | 19 | +28,908 | 19.96% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 144,573 | 27,993 | 0.04% | 0.04% | 20 | -2,782 | -1.89% | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Reduced | 137,818 | 26,685 | 0.03% | 0.04% | 21 | -37,515 | -21.4% | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 128,828 | 24,944 | 0.93% | 0.03% | 22 | +126,654 | 5825.85% | Q4 2025 | Feb 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 123,784 | 23,968 | 0.04% | 0.05% | 23 | -19,829 | -13.81% | Q4 2025 | Feb 18, 2026 |
| ROYAL BANK OF CANADA | History | New | 120,713 | 23,374 | 0.0% | — | 24 | +120,713 | New | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 115,632 | 22,390 | 0.05% | 0.04% | 25 | +24,511 | 26.9% | Q4 2025 | Feb 11, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | New | 113,016 | 21,883 | 5.03% | — | 26 | +113,016 | New | Q4 2025 | Feb 03, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 102,700 | 19,886 | 0.17% | 0.17% | 27 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 101,092 | 19,574 | 0.01% | 0.01% | 28 | +883 | 0.88% | Q4 2025 | Feb 10, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 94,809 | 18,357 | 0.02% | — | 29 | +94,809 | New | Q4 2025 | Feb 13, 2026 |
| M&T BANK CORP | History | Reduced | 94,333 | 18,265 | 0.06% | 0.06% | 30 | -1,931 | -2.01% | Q4 2025 | Jan 30, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 88,652 | 17,165 | 0.07% | 0.08% | 31 | -5,316 | -5.66% | Q4 2025 | Feb 17, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 86,874 | 16,821 | 0.52% | 0.49% | 32 | +3,298 | 3.95% | Q4 2025 | Jan 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 80,633 | 15,626 | 0.02% | 0.02% | 33 | +109 | 0.14% | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 74,858 | 14,494 | 0.02% | 0.01% | 34 | +50,067 | 201.96% | Q4 2025 | Mar 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 74,594 | 14,443 | 0.02% | 0.02% | 35 | -595 | -0.79% | Q4 2025 | Feb 06, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 72,881 | 14,112 | 1.27% | 1.26% | 36 | +144 | 0.2% | Q4 2025 | Feb 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 72,630 | 14,063 | 0.02% | 0.02% | 37 | -4,702 | -6.08% | Q4 2025 | Feb 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 68,401 | 13,244 | 0.05% | 0.05% | 38 | +2,030 | 3.06% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 61,957 | 11,996 | 0.01% | 0.01% | 39 | -2,265 | -3.53% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 61,714 | 11,949 | 0.02% | 0.02% | 40 | +396 | 0.65% | Q4 2025 | Mar 16, 2026 |
| Mason & Associates Inc | History | Added to | 56,231 | 10,888 | 2.05% | 1.82% | 41 | +8,172 | 17.0% | Q4 2025 | Feb 05, 2026 |
| AlphaCore Capital LLC | History | Reduced | 54,730 | 10,597 | 0.24% | 0.37% | 42 | -3,197 | -5.52% | Q4 2025 | Feb 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 53,985 | 10,453 | 0.27% | 0.26% | 43 | -1,215 | -2.2% | Q4 2025 | Jan 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 50,134 | 9,707 | 0.0% | 0.0% | 44 | +48,992 | 4290.02% | Q4 2025 | Feb 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 47,772 | 9,250 | 0.02% | 2.12% | 45 | +45,340 | 1864.31% | Q4 2025 | Feb 17, 2026 |
| Asset One Wealth Management LLC | History | New | 43,228 | 8,591 | 1.18% | — | 46 | +43,228 | New | Q4 2025 | Feb 17, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 43,527 | 8,428 | 1.67% | 1.68% | 47 | -47 | -0.11% | Q4 2025 | Jan 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 43,203 | 8,365 | 0.93% | — | 48 | +43,203 | New | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | Reduced | 39,481 | 7,644 | 0.03% | 0.03% | 49 | -18 | -0.05% | Q4 2025 | Jan 29, 2026 |
| Quantinno Capital Management LP | History | Added to | 39,232 | 7,596 | 0.02% | 0.02% | 50 | +1,585 | 4.21% | Q4 2025 | Feb 17, 2026 |
| Richmond Brothers, Inc. | History | Reduced | 37,828 | 7,324 | 4.66% | 5.03% | 51 | -4,639 | -10.92% | Q4 2025 | Feb 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 37,798 | 7,318 | 0.06% | 0.05% | 52 | +6,683 | 21.48% | Q4 2025 | Jan 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 36,084 | 6,986 | 0.0% | 0.0% | 53 | +3,798 | 11.76% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 35,715 | 6,915 | 0.11% | 0.11% | 54 | +337 | 0.95% | Q4 2025 | Feb 12, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 34,775 | 6,733 | 1.15% | 1.12% | 55 | +1,530 | 4.6% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 34,336 | 6,648 | 0.0% | 0.0% | 56 | +17,451 | 103.35% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 33,772 | 6,539 | 0.01% | 0.01% | 57 | -1,669 | -4.71% | Q4 2025 | Feb 12, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 33,434 | 6,473 | 2.05% | 1.99% | 58 | +775 | 2.37% | Q4 2025 | Jan 28, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 32,658 | 6,323 | 0.43% | — | 59 | +32,658 | New | Q4 2025 | Jan 26, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | New | 32,447 | 6,282 | 3.96% | — | 60 | +32,447 | New | Q4 2025 | Feb 27, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 32,125 | 6,220 | 0.08% | 0.08% | 61 | -935 | -2.83% | Q4 2025 | Feb 10, 2026 |
| Atria Investments, Inc | History | Reduced | 31,662 | 6,130 | 0.07% | 0.07% | 62 | -2,576 | -7.52% | Q4 2025 | Feb 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 31,357 | 6,071 | 0.05% | 0.05% | 63 | +254 | 0.82% | Q4 2025 | Jan 26, 2026 |
| WBH ADVISORY INC | History | Added to | 29,620 | 5,735 | 0.42% | 0.42% | 64 | +88 | 0.3% | Q4 2025 | Jan 26, 2026 |
| Sharper & Granite LLC | History | Reduced | 28,687 | 5,554 | 1.96% | 2.0% | 65 | -984 | -3.32% | Q4 2025 | Jan 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 28,143 | 5,449 | 0.11% | 0.12% | 66 | -663 | -2.3% | Q4 2025 | Feb 09, 2026 |
| Kinloch Capital, LLC | History | Added to | 28,059 | 5,433 | 2.34% | 2.3% | 67 | +23 | 0.08% | Q4 2025 | Feb 20, 2026 |
| Retirement Planning Group, LLC | History | Added to | 27,525 | 5,329 | 0.18% | 0.04% | 68 | +21,160 | 332.44% | Q4 2025 | Feb 03, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 27,208 | 5,268 | 1.18% | 1.22% | 69 | -369 | -1.34% | Q4 2025 | Jan 12, 2026 |
| Curran Financial Partners, LLC | History | Added to | 26,176 | 5,068 | 0.96% | 0.95% | 70 | +516 | 2.01% | Q4 2025 | Jan 22, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 26,062 | 5,046 | 1.84% | 2.36% | 71 | -3,231 | -11.03% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 25,962 | 5,027 | 0.01% | 0.01% | 72 | -1,424 | -5.2% | Q4 2025 | Feb 05, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Added to | 25,685 | 4,973 | 1.06% | 1.03% | 73 | +5 | 0.02% | Q4 2025 | Jan 27, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Reduced | 25,404 | 4,919 | 1.62% | 1.68% | 74 | -280 | -1.09% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 24,988 | 4,838 | 0.02% | 0.02% | 75 | +2,162 | 9.47% | Q4 2025 | Feb 13, 2026 |
| Blue Chip Partners, LLC | History | New | 23,868 | 4,621 | 0.34% | — | 76 | +23,868 | New | Q4 2025 | Feb 18, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 23,095 | 4,471 | 1.69% | 1.49% | 77 | +2,851 | 14.08% | Q4 2025 | Jan 13, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 21,835 | 4,227 | 1.31% | 1.28% | 78 | +564 | 2.65% | Q4 2025 | Feb 12, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 21,321 | 4,128 | 0.01% | 0.01% | 79 | -33 | -0.15% | Q4 2025 | Feb 13, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 20,652 | 3,998 | 1.1% | 1.07% | 80 | -189 | -0.91% | Q4 2025 | Feb 09, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 20,056 | 3,883 | 2.25% | 2.31% | 81 | -790 | -3.79% | Q4 2025 | Jan 27, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 20,006 | 3,873 | 0.05% | 0.05% | 82 | -1,991 | -9.05% | Q4 2025 | Feb 05, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 19,696 | 3,813 | 0.87% | 0.83% | 83 | +265 | 1.36% | Q4 2025 | Jan 26, 2026 |
| Advisors Capital Management, LLC | History | Added to | 19,559 | 3,787 | 0.04% | 0.04% | 84 | +373 | 1.94% | Q4 2025 | Jan 29, 2026 |
| Axiom Financial Strategies, LLC | History | Reduced | 19,022 | 3,683 | 1.55% | 1.56% | 85 | -242 | -1.26% | Q4 2025 | Jan 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 18,939 | 3,667 | 0.01% | 0.01% | 86 | +5,457 | 40.48% | Q4 2025 | Feb 17, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 18,882 | 3,656 | 0.1% | 0.09% | 87 | +1,329 | 7.57% | Q4 2025 | Jan 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 18,857 | 3,651 | 0.07% | 0.06% | 88 | +1,709 | 9.97% | Q4 2025 | Feb 12, 2026 |
| Joule Financial, LLC | History | Reduced | 18,437 | 3,569 | 1.07% | 1.06% | 89 | -497 | -2.62% | Q4 2025 | Jan 20, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 17,917 | 3,469 | 0.28% | 0.29% | 90 | -843 | -4.49% | Q4 2025 | Feb 26, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 17,219 | 3,334 | 0.08% | — | 91 | +17,219 | New | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 17,005 | 3,292 | 0.02% | 0.01% | 92 | +8,433 | 98.38% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Wealth | History | Added to | 16,726 | 3,238 | 0.0% | 0.0% | 93 | +4,427 | 35.99% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 16,575 | 3,209 | 0.04% | 0.04% | 94 | -1,900 | -10.28% | Q4 2025 | Feb 13, 2026 |
| Campion Asset Management | History | Reduced | 16,469 | 3,188 | 2.21% | 2.27% | 95 | -542 | -3.19% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 15,608 | 3,022 | 0.02% | 0.03% | 96 | -16,667 | -51.64% | Q4 2025 | Jan 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 15,483 | 2,997 | 0.02% | 0.02% | 97 | +1,032 | 7.14% | Q4 2025 | Feb 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 15,070 | 2,918 | 0.01% | 0.01% | 98 | -58 | -0.38% | Q4 2025 | Feb 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 14,906 | 2,886 | 0.0% | 0.0% | 99 | +1,526 | 11.41% | Q4 2025 | Feb 12, 2026 |
| Bank of Marin | History | No change | 14,606 | 2,828 | 1.95% | 1.93% | 100 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 14,516 | 2,811 | 0.68% | 0.67% | 101 | -101 | -0.69% | Q4 2025 | Jan 29, 2026 |
| Royal Fund Management, LLC | History | Added to | 14,491 | 2,807 | 0.26% | 0.26% | 102 | +2,671 | 22.6% | Q4 2025 | Jan 15, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 14,320 | 2,772 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 14,192 | 2,747 | 0.0% | 0.0% | 104 | +149 | 1.06% | Q4 2025 | Feb 17, 2026 |
| Crews Bank & Trust | History | Reduced | 14,132 | 2,736 | 0.39% | 0.41% | 105 | -641 | -4.34% | Q4 2025 | Jan 21, 2026 |
| ESG Planning DBA Harper Investing | History | Added to | 14,054 | 2,721 | 1.17% | 1.11% | 106 | +1,678 | 13.56% | Q4 2025 | Feb 04, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 13,880 | 2,687 | 0.01% | 0.01% | 107 | +1,845 | 15.33% | Q4 2025 | Feb 12, 2026 |
| TRUST CO OF OKLAHOMA | History | Added to | 13,813 | 2,674 | 0.78% | 0.73% | 108 | +583 | 4.41% | Q4 2025 | Jan 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 13,751 | 2,662 | 0.01% | 0.01% | 109 | +219 | 1.62% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 13,540 | 2,621 | 0.01% | 0.01% | 110 | +516 | 3.96% | Q4 2025 | Feb 02, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 13,356 | 2,586 | 0.14% | 0.13% | 111 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Reduced | 13,156 | 2,547 | 0.0% | 0.0% | 112 | -871 | -6.21% | Q4 2025 | Feb 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 12,982 | 2,513 | 0.03% | 0.02% | 113 | -255 | -1.93% | Q4 2025 | Feb 13, 2026 |
| Elm Partners Management LLC | History | Added to | 12,864 | 2,490 | 0.11% | 0.1% | 114 | +2,108 | 19.6% | Q4 2025 | Feb 10, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 12,404 | 2,401 | 0.04% | 0.05% | 115 | -2,080 | -14.36% | Q4 2025 | Feb 17, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 12,359 | 2,393 | 0.06% | 0.07% | 116 | -23 | -0.19% | Q4 2025 | Feb 02, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 12,256 | 2,373 | 0.01% | 0.02% | 117 | -3,372 | -21.58% | Q4 2025 | Feb 17, 2026 |
| First Bancorp, Inc /ME/ | History | Reduced | 12,056 | 2,334 | 1.24% | 1.24% | 118 | -400 | -3.21% | Q4 2025 | Jan 26, 2026 |
| NewEdge Advisors, LLC | History | Added to | 11,766 | 2,278 | 0.01% | 0.01% | 119 | +739 | 6.7% | Q4 2025 | Feb 18, 2026 |
| MontVue Capital Management, Inc. | History | No change | 11,561 | 2,238 | 1.49% | 1.46% | 120 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HB Wealth Management, LLC | History | Added to | 11,513 | 2,229 | 0.01% | 0.01% | 121 | +4 | 0.03% | Q4 2025 | Jan 28, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 11,128 | 2,154 | 0.18% | 0.18% | 122 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 11,100 | 2,149 | 0.04% | 0.05% | 123 | +217 | 1.99% | Q4 2025 | Feb 03, 2026 |
| Summit Financial, LLC | History | Reduced | 10,481 | 2,029 | 0.03% | 0.05% | 124 | -7,133 | -40.5% | Q4 2025 | Feb 13, 2026 |
| ALTFEST L J & CO INC | History | Reduced | 10,473 | 2,027 | 0.22% | 0.23% | 125 | -416 | -3.82% | Q4 2025 | Jan 23, 2026 |
| StoneX Group Inc. | History | Added to | 10,226 | 1,979 | 0.09% | 0.08% | 126 | +394 | 4.01% | Q4 2025 | Feb 12, 2026 |
| SPINNAKER TRUST | History | No change | 10,212 | 1,977 | 0.11% | 0.11% | 127 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 10,162 | 1,968 | 0.0% | — | 128 | +10,162 | New | Q4 2025 | Feb 05, 2026 |
| Dakota Wealth Management | History | Reduced | 10,106 | 1,956 | 0.03% | 0.04% | 129 | -304 | -2.92% | Q4 2025 | Jan 13, 2026 |
| BAILARD, INC. | History | Added to | 10,093 | 1,954 | 0.04% | 0.04% | 130 | +1,060 | 11.73% | Q4 2025 | Feb 04, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 10,050 | 1,946 | 1.64% | 1.68% | 131 | -380 | -3.64% | Q4 2025 | Feb 18, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 9,977 | 1,931 | 0.11% | 0.19% | 132 | -93 | -0.92% | Q4 2025 | Jan 29, 2026 |
| Pathstone Holdings, LLC | History | New | 9,891 | 1,915 | 0.01% | — | 133 | +9,891 | New | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 9,706 | 1,879 | 0.0% | 0.0% | 134 | +188 | 1.98% | Q4 2025 | Feb 11, 2026 |
| RCW Management, LLC | History | New | 9,593 | 1,857 | 1.88% | — | 135 | +9,593 | New | Q4 2025 | Jan 30, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 9,361 | 1,812 | 0.06% | 0.06% | 136 | -99 | -1.05% | Q4 2025 | Jan 14, 2026 |
| Csenge Advisory Group | History | Added to | 9,289 | 1,798 | 0.08% | 0.08% | 137 | +619 | 7.14% | Q4 2025 | Feb 06, 2026 |
| Heritage Trust Co | History | Reduced | 9,206 | 1,782 | 0.18% | 0.19% | 138 | -275 | -2.9% | Q4 2025 | Feb 10, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 9,192 | 1,779 | 0.69% | 0.67% | 139 | +378 | 4.29% | Q4 2025 | Jan 28, 2026 |
| Corsicana & Co. | History | Reduced | 9,185 | 1,778 | 1.0% | 0.99% | 140 | -180 | -1.92% | Q4 2025 | Jan 07, 2026 |
| City Center Advisors, LLC | History | Added to | 8,875 | 1,718 | 1.58% | 1.55% | 142 | +380 | 4.47% | Q4 2025 | Jan 05, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 8,875 | 1,718 | 0.24% | 0.26% | 141 | -53 | -0.59% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 8,764 | 1,696 | 0.0% | 0.0% | 143 | +561 | 6.84% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Added to | 8,649 | 1,674 | 0.01% | 0.01% | 144 | +128 | 1.5% | Q4 2025 | Feb 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 8,610 | 1,667 | 0.04% | 0.04% | 145 | +184 | 2.18% | Q4 2025 | Feb 17, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 8,597 | 1,664 | 0.18% | 0.16% | 146 | +409 | 5.0% | Q4 2025 | Jan 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 8,528 | 1,651 | 0.01% | 0.02% | 147 | -1,795 | -17.39% | Q4 2025 | Feb 12, 2026 |
| One Charles Private Wealth Services, LLC | History | Reduced | 8,499 | 1,645 | 0.43% | 0.42% | 148 | -2 | -0.02% | Q4 2025 | Feb 06, 2026 |
| SYON CAPITAL LLC | History | Added to | 8,430 | 1,632 | 0.08% | 0.08% | 149 | +145 | 1.75% | Q4 2025 | Feb 11, 2026 |
| Essex Financial Services, Inc. | History | Added to | 8,282 | 1,603 | 0.09% | 0.09% | 150 | +15 | 0.18% | Q4 2025 | Feb 10, 2026 |
| Aspen Investment Management Inc | History | New | 8,127 | 1,574 | 0.47% | — | 151 | +8,127 | New | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 7,980 | 1,545 | 0.03% | 0.03% | 152 | +8 | 0.1% | Q4 2025 | Feb 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 7,873 | 1,524 | 0.02% | 0.02% | 153 | -101 | -1.27% | Q4 2025 | Jan 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 7,641 | 1,479 | 0.03% | 0.03% | 154 | +623 | 8.88% | Q4 2025 | Feb 19, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 7,627 | 1,476 | 0.41% | 2.09% | 155 | -29,392 | -79.4% | Q4 2025 | Jan 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 7,622 | 1,475 | 0.02% | 0.02% | 156 | -341 | -4.28% | Q4 2025 | Jan 20, 2026 |
| CVA Family Office, LLC | History | Reduced | 7,453 | 1,443 | 0.17% | 0.18% | 157 | -17 | -0.23% | Q4 2025 | Jan 12, 2026 |
| NWAM LLC | History | Reduced | 7,304 | 1,430 | 0.08% | 0.07% | 158 | -64 | -0.87% | Q4 2025 | Feb 04, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 7,313 | 1,416 | 0.03% | 0.03% | 159 | +28 | 0.38% | Q4 2025 | Feb 04, 2026 |
| First Citizens Financial Corp | History | No change | 7,207 | 1,395 | 0.69% | 0.67% | 160 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Prospera Financial Services Inc | History | Added to | 7,142 | 1,382 | 0.02% | 0.02% | 161 | +859 | 13.67% | Q4 2025 | Feb 09, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 6,976 | 1,351 | 0.06% | 0.06% | 162 | +500 | 7.72% | Q4 2025 | Feb 13, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Reduced | 6,952 | 1,346 | 0.37% | 0.4% | 163 | -432 | -5.85% | Q4 2025 | Jan 26, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 6,954 | 1,346 | 0.0% | 0.0% | 164 | -35 | -0.5% | Q4 2025 | Feb 17, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 6,932 | 1,342 | 0.28% | 0.3% | 165 | -188 | -2.64% | Q4 2025 | Jan 13, 2026 |
| CITIGROUP INC | History | Reduced | 6,905 | 1,336 | 0.0% | 0.0% | 166 | -313 | -4.34% | Q4 2025 | Feb 13, 2026 |
| Kovack Advisors, Inc. | History | Added to | 6,889 | 1,333 | 0.06% | 0.11% | 167 | +684 | 11.02% | Q4 2025 | Feb 17, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | New | 6,858 | 1,327 | 0.06% | — | 168 | +6,858 | New | Q4 2025 | Feb 13, 2026 |
| Idaho Trust Co | History | Reduced | 6,631 | 1,283 | 0.42% | 0.46% | 169 | -656 | -9.0% | Q4 2025 | Feb 05, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 6,587 | 1,275 | 0.0% | 0.0% | 170 | -125 | -1.86% | Q4 2025 | Feb 11, 2026 |
| &PARTNERS | History | Added to | 6,573 | 1,272 | 0.01% | 0.01% | 171 | +1,839 | 38.85% | Q4 2025 | Feb 17, 2026 |
| Mosley Wealth Management | History | New | 6,836 | 1,264 | 0.58% | — | 173 | +6,836 | New | Q4 2025 | Feb 12, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 6,532 | 1,264 | 0.58% | 0.57% | 172 | -28 | -0.43% | Q4 2025 | Jan 14, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 6,506 | 1,259 | 0.28% | 0.27% | 174 | +79 | 1.23% | Q4 2025 | Jan 21, 2026 |
| BlackRock, Inc. | History | Added to | 6,502 | 1,258 | 0.0% | 0.0% | 175 | +1,205 | 22.75% | Q4 2025 | Feb 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 6,404 | 1,240 | 0.02% | 0.02% | 176 | +57 | 0.9% | Q4 2025 | Jan 30, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 6,258 | 1,211 | 1.06% | 1.21% | 177 | -76 | -1.2% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 6,248 | 1,209 | 0.06% | 0.03% | 178 | +3,745 | 149.62% | Q4 2025 | Feb 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 6,203 | 1,201 | 0.01% | 0.01% | 179 | +127 | 2.09% | Q4 2025 | Feb 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 6,165 | 1,200 | 0.03% | 0.03% | 181 | +121 | 2.0% | Q4 2025 | Jan 08, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 6,200 | 1,200 | 0.11% | 0.11% | 180 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RBA Wealth Management, LLC | History | Added to | 5,881 | 1,138 | 0.39% | 0.38% | 182 | +40 | 0.68% | Q4 2025 | Jan 26, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 5,795 | 1,122 | 0.0% | 0.0% | 183 | -1,249 | -17.73% | Q4 2025 | Feb 06, 2026 |
| Mittelman Wealth Management | History | Added to | 5,766 | 1,116 | 0.73% | 0.35% | 185 | +2,899 | 101.12% | Q4 2025 | Feb 17, 2026 |
| Gotham Asset Management, LLC | History | No change | 5,764 | 1,116 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 5,746 | 1,115 | 0.0% | 0.0% | 186 | +1,017 | 21.51% | Q4 2025 | Jan 08, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 5,679 | 1,099 | 0.16% | 0.16% | 187 | -138 | -2.37% | Q4 2025 | Jan 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 5,659 | 1,095 | 0.0% | 0.0% | 188 | +12 | 0.21% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Reduced | 5,642 | 1,092 | 0.03% | 0.03% | 189 | -317 | -5.32% | Q4 2025 | Feb 02, 2026 |
| Caprock Group, LLC | History | Reduced | 5,339 | 1,033 | 0.02% | 0.02% | 190 | -50 | -0.93% | Q4 2025 | Jan 28, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 5,290 | 1,024 | 0.37% | 0.35% | 191 | +49 | 0.93% | Q4 2025 | Jan 21, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 5,273 | 1,021 | 0.19% | 0.18% | 192 | -81 | -1.51% | Q4 2025 | Jan 14, 2026 |
| LPWM LLC | History | Reduced | 5,084 | 984 | 0.25% | 0.27% | 193 | -331 | -6.11% | Q4 2025 | Jan 06, 2026 |
| DOLIVER ADVISORS, LP | History | Added to | 5,059 | 979 | 0.24% | 0.09% | 194 | +3,296 | 186.95% | Q4 2025 | Jan 06, 2026 |
| Independent Advisor Alliance | History | Added to | 5,001 | 968 | 0.02% | 0.02% | 195 | +1,029 | 25.91% | Q4 2025 | Feb 04, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 4,949 | 963 | 0.03% | — | 196 | +4,949 | New | Q4 2025 | Feb 13, 2026 |
| HANOVER ADVISORS INC | History | Added to | 4,950 | 958 | 0.37% | 0.35% | 197 | +159 | 3.32% | Q4 2025 | Feb 17, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | New | 4,895 | 947 | 0.83% | — | 198 | +4,895 | New | Q4 2025 | Jan 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 4,823 | 933 | 0.01% | 0.01% | 199 | -256 | -5.04% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 4,803 | 930 | 0.0% | 0.0% | 200 | -564 | -10.51% | Q4 2025 | Feb 10, 2026 |
| LRI Investments, LLC | History | No change | 4,800 | 929 | 0.08% | 0.07% | 201 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 4,739 | 917 | 0.37% | 0.2% | 202 | +1,980 | 71.77% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 4,700 | 910 | 0.01% | 0.01% | 203 | -346 | -6.86% | Q4 2025 | Feb 02, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 5,246 | 897 | 0.09% | 0.04% | 204 | +609 | 13.13% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 4,609 | 892 | 0.01% | 0.01% | 205 | +89 | 1.97% | Q4 2025 | Jan 05, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 4,587 | 888 | 0.04% | 0.04% | 206 | +1 | 0.02% | Q4 2025 | Feb 09, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 4,574 | 885 | 0.31% | 0.34% | 207 | -192 | -4.03% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 4,533 | 877 | 0.01% | 0.01% | 208 | +705 | 18.42% | Q4 2025 | Jan 29, 2026 |
| RFG Advisory, LLC | History | New | 4,528 | 876 | 0.02% | — | 209 | +4,528 | New | Q4 2025 | Feb 03, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 4,306 | 833 | 0.02% | 0.02% | 210 | -124 | -2.8% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,275 | 827 | 0.01% | 0.01% | 211 | -409 | -8.73% | Q4 2025 | Jan 23, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 4,215 | 816 | 0.05% | 0.05% | 212 | +11 | 0.26% | Q4 2025 | Feb 18, 2026 |
| Peoples Bank/KS | History | Reduced | 4,180 | 809 | 0.81% | 0.86% | 213 | -417 | -9.07% | Q4 2025 | Jan 08, 2026 |
| DT Investment Partners, LLC | History | Added to | 4,080 | 790 | 0.07% | 0.06% | 214 | +84 | 2.1% | Q4 2025 | Feb 10, 2026 |
| Simmons Bank | History | No change | 3,948 | 764 | 0.05% | 0.05% | 215 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 3,874 | 750 | 0.01% | 0.01% | 216 | -223 | -5.44% | Q4 2025 | Jan 21, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 3,830 | 741 | 0.02% | 0.02% | 217 | +854 | 28.7% | Q4 2025 | Feb 05, 2026 |
| Beckerman Institutional, LLC | History | No change | 3,707 | 717 | 0.4% | 0.41% | 218 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Quadrature Capital Ltd | History | New | 3,672 | 711 | 0.01% | — | 219 | +3,672 | New | Q4 2025 | Feb 17, 2026 |
| PCG ASSET MANAGEMENT, LLC | History | Reduced | 3,629 | 706 | 0.56% | 0.56% | 220 | -110 | -2.94% | Q4 2025 | Feb 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 3,579 | 693 | 0.0% | 0.0% | 221 | -20 | -0.56% | Q4 2025 | Feb 12, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 3,551 | 687 | 0.07% | 0.09% | 222 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 3,542 | 685 | 0.03% | 0.03% | 223 | -6 | -0.17% | Q4 2025 | Jan 27, 2026 |
| Cornerstone National Bank & Trust Co | History | New | 3,474 | 672 | 0.27% | — | 225 | +3,474 | New | Q4 2025 | Jan 29, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 3,472 | 672 | 0.01% | 0.01% | 224 | +2 | 0.06% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,400 | 658 | 0.0% | 0.0% | 226 | -7,778 | -69.58% | Q4 2025 | Feb 17, 2026 |
| Mainstream Capital Management LLC | History | Reduced | 3,331 | 644 | 0.42% | 0.47% | 228 | -469 | -12.34% | Q4 2025 | Jan 21, 2026 |
| Keel Point, LLC | History | Reduced | 3,328 | 644 | 0.04% | 0.04% | 227 | -244 | -6.83% | Q4 2025 | Feb 12, 2026 |
| WARNER FINANCIAL, INC | History | Reduced | 3,292 | 637 | 0.22% | 0.24% | 229 | -80 | -2.37% | Q4 2025 | Jan 21, 2026 |
| Cresset Asset Management, LLC | History | No change | 3,283 | 635 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,255 | 630 | 0.0% | 0.0% | 231 | +7 | 0.22% | Q4 2025 | Feb 12, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 3,243 | 627 | 0.09% | 0.09% | 232 | -4 | -0.12% | Q4 2025 | Feb 13, 2026 |
| Tudor Financial Inc. | History | Added to | 3,231 | 625 | 0.32% | 0.19% | 233 | +1,338 | 70.68% | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | Reduced | 3,217 | 622 | 0.02% | 0.02% | 234 | -706 | -18.0% | Q4 2025 | Jan 30, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 3,189 | 620 | 0.04% | 0.04% | 235 | +201 | 6.73% | Q4 2025 | Jan 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 3,175 | 614 | 0.01% | 0.02% | 236 | -1,520 | -32.37% | Q4 2025 | Feb 12, 2026 |
| Jacobs Equity LLC | History | New | 3,163 | 612 | 0.59% | — | 237 | +3,163 | New | Q4 2025 | Feb 19, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 3,115 | 603 | 0.01% | 0.01% | 238 | +35 | 1.14% | Q4 2025 | Jan 13, 2026 |
| Missouri Trust & Investment Co | History | No change | 3,110 | 602 | 0.18% | 0.17% | 239 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SageGuard Financial Group, LLC | History | New | 3,049 | 590 | 0.09% | — | 240 | +3,049 | New | Q4 2025 | Jan 27, 2026 |
| Waverly Advisors, LLC | History | Added to | 3,013 | 583 | 0.0% | 0.0% | 241 | +1,821 | 152.77% | Q4 2025 | Feb 17, 2026 |
| Global Financial Private Client, LLC | History | No change | 3,003 | 581 | 0.2% | 0.2% | 242 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Point72 Asset Management, L.P. | History | New | 2,993 | 579 | 0.0% | — | 243 | +2,993 | New | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Advisors, LLC | History | New | 2,981 | 577 | 0.38% | — | 244 | +2,981 | New | Q4 2025 | Feb 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 2,975 | 575 | 0.01% | 0.01% | 245 | +325 | 12.26% | Q4 2025 | Jan 16, 2026 |
| Equitable Holdings, Inc. | History | Added to | 2,958 | 572 | 0.0% | 0.0% | 246 | +131 | 4.63% | Q4 2025 | Feb 17, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 2,928 | 566 | 0.02% | 0.02% | 247 | -366 | -11.11% | Q4 2025 | Jan 12, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 2,896 | 560 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 2,876 | 556 | 0.03% | 0.07% | 249 | -3,519 | -55.03% | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 2,827 | 547 | 0.01% | 0.01% | 250 | +1 | 0.04% | Q4 2025 | Feb 04, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 2,810 | 544 | 0.02% | 0.03% | 251 | -545 | -16.24% | Q4 2025 | Feb 09, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 2,801 | 542 | 0.0% | — | 252 | +2,801 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 2,778 | 537 | 0.0% | 0.0% | 253 | +682 | 32.54% | Q4 2025 | Jan 26, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 2,746 | 534 | 0.02% | — | 254 | +2,746 | New | Q4 2025 | Feb 03, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | No change | 2,750 | 532 | 0.09% | 0.08% | 255 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Reduced | 2,722 | 527 | 0.14% | 0.16% | 256 | -21 | -0.77% | Q4 2025 | Feb 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 2,720 | 526 | 0.0% | 0.0% | 257 | +1,441 | 112.67% | Q4 2025 | Feb 18, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 2,713 | 525 | 0.13% | 0.13% | 258 | -100 | -3.55% | Q4 2025 | Jan 20, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 2,713 | 525 | 0.21% | 0.21% | 259 | +4 | 0.15% | Q4 2025 | Jan 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 2,689 | 520 | 0.01% | 0.04% | 260 | -13,000 | -82.86% | Q4 2025 | Feb 10, 2026 |
| Allworth Financial LP | History | New | 2,685 | 519 | 0.0% | — | 261 | +2,685 | New | Q4 2025 | Feb 05, 2026 |
| Mutual Advisors, LLC | History | Reduced | 2,646 | 512 | 0.01% | 0.01% | 262 | -4 | -0.15% | Q4 2025 | Feb 02, 2026 |
| Glenview Trust Co | History | Reduced | 2,613 | 505 | 0.01% | 0.01% | 263 | -227 | -7.99% | Q4 2025 | Feb 09, 2026 |
| Spire Wealth Management | History | Reduced | 2,557 | 495 | 0.02% | 0.02% | 264 | -1,160 | -31.21% | Q4 2025 | Jan 14, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Reduced | 2,507 | 485 | 0.04% | 0.04% | 265 | -161 | -6.03% | Q4 2025 | Feb 06, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 2,500 | 484 | 0.06% | 0.06% | 267 | -160 | -6.02% | Q4 2025 | Jan 22, 2026 |
| One Capital Management, LLC | History | No change | 2,500 | 484 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,481 | 480 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 2,436 | 471 | 0.0% | 0.0% | 269 | -507 | -17.23% | Q4 2025 | Jan 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,429 | 470 | 0.0% | — | 270 | +2,429 | New | Q4 2025 | Feb 13, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Added to | 2,403 | 465 | 0.0% | 0.0% | 271 | +803 | 50.19% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,359 | 456 | 0.0% | — | 272 | +2,359 | New | Q4 2025 | Feb 18, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,319 | 449 | 0.0% | 0.0% | 273 | -150 | -6.08% | Q4 2025 | Feb 09, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 2,305 | 446 | 0.02% | 0.02% | 274 | -73 | -3.07% | Q4 2025 | Feb 06, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 2,278 | 441 | 0.1% | 0.14% | 275 | -857 | -27.34% | Q4 2025 | Jan 06, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 2,269 | 439 | 0.04% | 0.04% | 276 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rothschild Wealth LLC | History | Reduced | 2,237 | 433 | 0.04% | 0.13% | 277 | -821 | -26.85% | Q4 2025 | Feb 17, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | No change | 2,216 | 429 | 0.2% | 0.2% | 278 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 2,203 | 426 | 0.19% | 0.2% | 279 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| INGALLS & SNYDER LLC | History | No change | 2,175 | 421 | 0.02% | 0.01% | 280 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,151 | 416 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Blue Fin Capital, Inc. | History | Reduced | 2,137 | 413 | 0.06% | 0.06% | 282 | -14 | -0.65% | Q4 2025 | Jan 23, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 2,121 | 412 | 0.04% | 0.04% | 283 | +184 | 9.5% | Q4 2025 | Feb 17, 2026 |
| M.E. ALLISON & CO., INC. | History | No change | 2,115 | 409 | 0.28% | 0.28% | 284 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 2,104 | 407 | 0.01% | 0.01% | 285 | -25 | -1.17% | Q4 2025 | Feb 05, 2026 |
| McCollum Christoferson Group LLC | History | No change | 2,091 | 404 | 0.12% | 0.11% | 286 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Abbot Financial Management, Inc. | History | No change | 2,075 | 401 | 0.17% | 0.17% | 287 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 2,070 | 400 | 0.1% | 0.23% | 288 | -2,510 | -54.8% | Q4 2025 | Feb 27, 2026 |
| EASTERN BANK | History | Added to | 2,060 | 398 | 0.01% | 0.01% | 289 | +312 | 17.85% | Q4 2025 | Jan 14, 2026 |
| Trexquant Investment LP | History | Added to | 2,059 | 398 | 0.0% | 0.0% | 290 | +31 | 1.53% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 2,046 | 396 | 0.03% | 0.03% | 291 | -494 | -19.45% | Q4 2025 | Jan 23, 2026 |
| GLENMEDE TRUST CO NA | History | New | 2,032 | 393 | 0.0% | — | 292 | +2,032 | New | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 2,018 | 390 | 0.02% | 0.02% | 293 | -146 | -6.75% | Q4 2025 | Feb 17, 2026 |
| Tradition Wealth Management, LLC | History | New | 2,000 | 387 | 0.03% | — | 294 | +2,000 | New | Q4 2025 | Feb 11, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 1,991 | 385 | 0.12% | 0.01% | 295 | +1,819 | 1057.56% | Q4 2025 | Feb 06, 2026 |
| Boltwood Capital Management | History | Reduced | 1,944 | 376 | 0.1% | 0.1% | 296 | -53 | -2.65% | Q4 2025 | Jan 02, 2026 |
| Meeder Advisory Services, Inc. | History | New | 1,937 | 375 | 0.02% | — | 297 | +1,937 | New | Q4 2025 | Feb 11, 2026 |
| CGN Advisors LLC | History | Added to | 1,921 | 371 | 0.03% | 0.03% | 299 | +189 | 10.91% | Q4 2025 | Jan 05, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | No change | 1,920 | 371 | 0.06% | 0.06% | 298 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,896 | 367 | 0.02% | 0.24% | 300 | -20,408 | -91.5% | Q4 2025 | Jan 20, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,894 | 366 | 0.0% | 0.0% | 301 | +595 | 45.8% | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | New | 1,878 | 363 | 0.01% | — | 302 | +1,878 | New | Q4 2025 | Mar 12, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 1,866 | 361 | 0.02% | 0.02% | 303 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 1,860 | 360 | 0.09% | 0.11% | 304 | -350 | -15.84% | Q4 2025 | Jan 27, 2026 |
| North Forty Two & Co. | History | Reduced | 1,859 | 359 | 0.34% | 0.34% | 305 | -25 | -1.33% | Q4 2025 | Feb 09, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 1,852 | 358 | 0.01% | 0.01% | 306 | +6 | 0.33% | Q4 2025 | Feb 03, 2026 |
| COMMERCE BANK | History | Added to | 1,844 | 357 | 0.0% | 0.0% | 307 | +118 | 6.84% | Q4 2025 | Feb 13, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 1,847 | 357 | 0.07% | 0.07% | 308 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 1,844 | 357 | 0.1% | 0.11% | 309 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Nautilus Advisors LLC | History | No change | 1,800 | 348 | 0.23% | 0.23% | 310 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| JM2 Capital Inc. | History | New | 1,795 | 347 | 0.28% | — | 311 | +1,795 | New | Q4 2025 | Jan 23, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 1,779 | 344 | 0.01% | 0.01% | 312 | -1 | -0.06% | Q4 2025 | Jan 09, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 1,775 | 343 | 0.1% | 0.12% | 314 | -160 | -8.27% | Q4 2025 | Feb 11, 2026 |
| McAdam, LLC | History | Added to | 1,773 | 343 | 0.02% | 0.02% | 313 | +5 | 0.28% | Q4 2025 | Feb 13, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,760 | 340 | 0.29% | 0.29% | 315 | +58 | 3.41% | Q4 2025 | Jan 26, 2026 |
| Callahan Advisors, LLC | History | No change | 1,750 | 338 | 0.03% | 0.03% | 316 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 1,743 | 337 | 0.25% | 0.24% | 317 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Peterson Wealth Advisors, LLC | History | New | 1,739 | 336 | 0.04% | — | 318 | +1,739 | New | Q4 2025 | Jan 09, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 1,722 | 335 | 0.0% | — | 319 | +1,722 | New | Q4 2025 | Feb 03, 2026 |
| Blackston Financial Advisory Group, LLC | History | Reduced | 1,732 | 335 | 0.2% | 0.2% | 320 | -49 | -2.75% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | New | 1,713 | 331 | 0.01% | — | 321 | +1,713 | New | Q4 2025 | Feb 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 1,705 | 330 | 0.03% | 0.02% | 322 | +210 | 14.05% | Q4 2025 | Feb 06, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | New | 1,700 | 329 | 0.0% | — | 323 | +1,700 | New | Q4 2025 | Feb 12, 2026 |
| IVC Wealth Advisors LLC | History | Reduced | 1,701 | 329 | 0.14% | 0.15% | 324 | -34 | -1.96% | Q4 2025 | Jan 16, 2026 |
| Stillwater Wealth Management Group | History | No change | 1,700 | 329 | 0.22% | 0.22% | 325 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Added to | 1,639 | 317 | 0.02% | 0.02% | 326 | +170 | 11.57% | Q4 2025 | Jan 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 1,638 | 317 | 0.01% | 0.02% | 327 | +1 | 0.06% | Q4 2025 | Feb 05, 2026 |
| Clear Retirement Advice LLC | History | New | 1,635 | 315 | 0.25% | — | 328 | +1,635 | New | Q4 2025 | Feb 24, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 1,618 | 313 | 0.01% | 0.01% | 329 | +30 | 1.89% | Q4 2025 | Feb 17, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 1,613 | 312 | 0.01% | 0.02% | 330 | -198 | -10.93% | Q4 2025 | Jan 14, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 1,616 | 312 | 0.04% | 0.04% | 331 | +23 | 1.44% | Q4 2025 | Feb 04, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 1,582 | 306 | 0.0% | 0.0% | 332 | +150 | 10.47% | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,578 | 305 | 0.0% | 0.0% | 333 | +620 | 64.72% | Q4 2025 | Feb 17, 2026 |
| RPG Investment Advisory, LLC | History | Reduced | 1,566 | 303 | 0.03% | 0.03% | 334 | -1 | -0.06% | Q4 2025 | Jan 20, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 1,559 | 301 | 0.02% | 0.02% | 335 | +153 | 10.88% | Q4 2025 | Feb 04, 2026 |
| SWMG, LLC | History | Reduced | 1,570 | 299 | 0.08% | 0.12% | 338 | -535 | -25.42% | Q4 2025 | Feb 10, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 1,545 | 299 | 0.01% | 0.01% | 337 | -118 | -7.1% | Q4 2025 | Feb 13, 2026 |
| Essex LLC | History | Reduced | 1,548 | 299 | 0.05% | 0.06% | 339 | -108 | -6.52% | Q4 2025 | Jan 20, 2026 |
| Thomasville National Bank | History | No change | 1,548 | 299 | 0.02% | 0.02% | 336 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 1,518 | 293 | 0.01% | 0.01% | 341 | -43 | -2.75% | Q4 2025 | Jan 20, 2026 |
| LJI Wealth Management, LLC | History | No change | 1,518 | 293 | 0.04% | 0.05% | 340 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Midwest Trust Co | History | No change | 1,502 | 290 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Vickerman Investment Advisors, Inc. | History | New | 1,493 | 289 | 0.06% | — | 344 | +1,493 | New | Q4 2025 | Feb 12, 2026 |
| CHOREO, LLC | History | No change | 1,486 | 289 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Redwood Financial Network Corp | History | Reduced | 1,480 | 286 | 0.18% | 0.18% | 345 | -55 | -3.58% | Q4 2025 | Feb 10, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 1,434 | 277 | 0.15% | 0.15% | 346 | +44 | 3.17% | Q4 2025 | Feb 05, 2026 |
| GeoWealth Management, LLC | History | Added to | 1,426 | 276 | 0.01% | 0.01% | 347 | +239 | 20.13% | Q4 2025 | Feb 17, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 1,408 | 272 | 0.05% | 0.05% | 348 | -197 | -12.27% | Q4 2025 | Jan 14, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 1,404 | 271 | 0.05% | 0.05% | 349 | -28 | -1.96% | Q4 2025 | Feb 12, 2026 |
| Omnitrust Wealth Management, Inc | History | New | 1,396 | 270 | 0.34% | — | 350 | +1,396 | New | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,380 | 267 | 0.01% | 0.01% | 352 | -27 | -1.92% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO | History | No change | 1,374 | 267 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Insight Advisors, LLC/ PA | History | No change | 1,345 | 260 | 0.04% | 0.04% | 353 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 1,325 | 256 | 0.04% | 0.05% | 354 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 1,320 | 255 | 0.0% | 0.0% | 356 | -811 | -38.06% | Q4 2025 | Feb 13, 2026 |
| Krilogy Financial LLC | History | Reduced | 1,305 | 255 | 0.01% | 0.01% | 355 | -741 | -36.22% | Q4 2025 | Jan 27, 2026 |
| Olistico Wealth, LLC | History | No change | 1,300 | 251 | 0.12% | 0.13% | 357 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Johnson Financial Group, LLC | History | No change | 1,290 | 249 | 0.02% | 0.02% | 358 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Optimist Retirement Group LLC | History | Added to | 1,286 | 248 | 0.11% | 0.11% | 359 | +3 | 0.23% | Q4 2025 | Feb 09, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 1,290 | 246 | 0.04% | 0.04% | 360 | +1 | 0.08% | Q4 2025 | Feb 11, 2026 |
| Tiller Private Wealth, Inc. | History | Added to | 1,250 | 242 | 0.09% | 0.08% | 361 | +110 | 9.65% | Q4 2025 | Jan 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 1,248 | 241 | 0.0% | 0.0% | 362 | +96 | 8.33% | Q4 2025 | Jan 29, 2026 |
| NWF Advisory Services Inc. | History | No change | 1,249 | 241 | 0.03% | 0.03% | 363 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Howard Capital Management Inc. | History | No change | 1,238 | 239 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Prostatis Group LLC | History | Reduced | 1,231 | 238 | 0.06% | 0.06% | 365 | -138 | -10.08% | Q4 2025 | Feb 17, 2026 |
| Archford Capital Strategies, LLC | History | No change | 1,227 | 237 | 0.03% | 0.03% | 366 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Montis Financial, LLC | History | Reduced | 1,210 | 234 | 0.05% | 0.08% | 367 | -602 | -33.22% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 1,203 | 233 | 0.0% | 0.0% | 369 | +308 | 34.41% | Q4 2025 | Jan 26, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,208 | 233 | 0.01% | 0.01% | 368 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aspire Growth Partners LLC | History | New | 1,203 | 232 | 0.16% | — | 372 | +1,203 | New | Q4 2025 | Feb 05, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 1,200 | 232 | 0.01% | 0.01% | 371 | -300 | -20.0% | Q4 2025 | Feb 13, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 1,200 | 232 | 0.01% | 0.01% | 370 | -114 | -8.68% | Q4 2025 | Feb 10, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 1,195 | 227 | 0.14% | 0.14% | 373 | +114 | 10.55% | Q4 2025 | Feb 27, 2026 |
| Global Wealth Management, LLC | History | Added to | 1,167 | 226 | 0.12% | 0.11% | 374 | +4 | 0.34% | Q4 2025 | Jan 26, 2026 |
| Advisor Resource Council | History | New | 1,133 | 225 | 0.08% | — | 375 | +1,133 | New | Q4 2025 | Feb 10, 2026 |
| Coordinated Financial Services, Inc. | History | Reduced | 1,147 | 222 | 0.13% | 0.14% | 377 | -10 | -0.86% | Q4 2025 | Feb 09, 2026 |
| River Wealth Advisors LLC | History | No change | 1,150 | 222 | 0.02% | 0.03% | 376 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| KENNEDY INVESTMENT GROUP | History | Added to | 1,146 | 221 | 0.08% | 0.08% | 378 | +71 | 6.6% | Q4 2025 | Feb 06, 2026 |
| Advantage Trust Co | History | No change | 1,143 | 221 | 0.1% | 0.1% | 379 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PFG Advisors | History | Reduced | 1,139 | 220 | 0.01% | 0.01% | 380 | -13 | -1.13% | Q4 2025 | Jan 27, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 1,133 | 219 | 0.01% | 0.01% | 381 | -13 | -1.13% | Q4 2025 | Jan 27, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 1,118 | 216 | 0.01% | 0.01% | 382 | +35 | 3.23% | Q4 2025 | Feb 13, 2026 |
| Rare Wolf Capital LLC | History | New | 1,107 | 214 | 0.13% | — | 384 | +1,107 | New | Q4 2025 | Feb 19, 2026 |
| Betterment LLC | History | New | 1,103 | 214 | 0.0% | — | 383 | +1,103 | New | Q4 2025 | Feb 12, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 1,087 | 210 | 0.01% | 0.01% | 385 | -30 | -2.69% | Q4 2025 | Jan 09, 2026 |
| Elmwood Wealth Management, Inc. | History | New | 1,082 | 209 | 0.07% | — | 387 | +1,082 | New | Q4 2025 | Jan 08, 2026 |
| Circle Wealth Management, LLC | History | No change | 1,084 | 209 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| TAGStone Capital, Inc. | History | No change | 1,116 | 209 | 0.08% | 0.08% | 388 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DRW Securities, LLC | History | New | 1,077 | 208 | 0.01% | — | 389 | +1,077 | New | Q4 2025 | Feb 12, 2026 |
| Fjell Capital, LLC | History | Reduced | 1,076 | 208 | 0.16% | 0.2% | 390 | -139 | -11.44% | Q4 2025 | Jan 12, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 1,070 | 206 | 0.05% | 0.05% | 392 | +4 | 0.38% | Q4 2025 | Jan 21, 2026 |
| Sageworth Trust Co | History | No change | 1,067 | 206 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Private Wealth Partners, LLC | History | Reduced | 1,059 | 205 | 0.01% | 0.02% | 393 | -300 | -22.08% | Q4 2025 | Jan 27, 2026 |
| COWA, LLC | History | New | 1,055 | 204 | 0.06% | — | 394 | +1,055 | New | Q4 2025 | Feb 12, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,032 | 199 | 0.12% | 0.12% | 395 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 1,023 | 198 | 0.07% | 0.01% | 396 | +832 | 435.6% | Q4 2025 | Feb 03, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 975 | 188 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 925 | 179 | 0.0% | 0.0% | 398 | +806 | 677.31% | Q4 2025 | Feb 06, 2026 |
| BOKF, NA | History | No change | 871 | 168 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Triumph Capital Management | History | New | 854 | 165 | 0.04% | — | 400 | +854 | New | Q4 2025 | Feb 12, 2026 |
| First PREMIER Bank | History | No change | 849 | 164 | 0.04% | 0.04% | 401 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 800 | 154 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | New | 792 | 153 | 0.0% | — | 404 | +792 | New | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Added to | 794 | 153 | 0.0% | 0.0% | 403 | +20 | 2.58% | Q4 2025 | Jan 30, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 764 | 147 | 0.07% | — | 405 | +764 | New | Q4 2025 | Feb 03, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 730 | 141 | 0.05% | 0.05% | 406 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FIRST HORIZON CORP | History | No change | 702 | 135 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 690 | 133 | 0.01% | 0.01% | 408 | -27 | -3.77% | Q4 2025 | Jan 26, 2026 |
| Rossby Financial, LCC | History | Reduced | 673 | 130 | 0.04% | 0.04% | 409 | -14 | -2.04% | Q4 2025 | Feb 12, 2026 |
| Piedmont Capital Management, LLC/NC | History | New | 636 | 123 | 0.08% | — | 410 | +636 | New | Q4 2025 | Feb 13, 2026 |
| UNION SAVINGS BANK | History | New | 600 | 116 | 0.05% | — | 411 | +600 | New | Q4 2025 | Mar 06, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 530 | 102 | 0.03% | 0.06% | 412 | +184 | 53.18% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 512 | 99 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 501 | 97 | 0.04% | 0.12% | 415 | -768 | -60.52% | Q4 2025 | Jan 23, 2026 |
| FRANKLIN RESOURCES INC | History | New | 505 | 97 | 0.0% | — | 414 | +505 | New | Q4 2025 | Feb 11, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 471 | 91 | 0.02% | 0.02% | 416 | -16 | -3.29% | Q4 2025 | Feb 12, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 453 | 87 | 0.01% | 0.01% | 417 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 428 | 83 | 0.04% | 0.04% | 418 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 424 | 82 | 0.0% | — | 419 | +424 | New | Q4 2025 | Feb 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 410 | 79 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 407 | 78 | 0.01% | 0.01% | 421 | -12 | -2.86% | Q4 2025 | Feb 02, 2026 |
| Integrity Financial Corp /WA | History | Added to | 381 | 73 | 0.04% | 0.03% | 422 | +25 | 7.02% | Q4 2025 | Feb 13, 2026 |
| Key FInancial Inc | History | Added to | 376 | 72 | 0.01% | 0.01% | 423 | +28 | 8.05% | Q4 2025 | Feb 09, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 357 | 69 | 0.0% | 0.0% | 424 | -32 | -8.23% | Q4 2025 | Feb 03, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 356 | 68 | 0.03% | 0.02% | 426 | +33 | 10.22% | Q4 2025 | Feb 11, 2026 |
| Versant Capital Management, Inc | History | No change | 354 | 68 | 0.01% | 0.01% | 425 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 345 | 66 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CoreCap Advisors, LLC | History | No change | 346 | 66 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 333 | 64 | 0.01% | 0.01% | 429 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Whipplewood Advisors, LLC | History | No change | 330 | 63 | 0.04% | 0.04% | 430 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 321 | 62 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | New | 317 | 61 | 0.0% | — | 432 | +317 | New | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 317 | 61 | 0.0% | 0.0% | 433 | -18 | -5.37% | Q4 2025 | Jan 28, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 298 | 57 | 0.02% | 0.02% | 434 | +49 | 19.68% | Q4 2025 | Feb 10, 2026 |
| SHP Wealth Management | History | New | 288 | 55 | 0.0% | — | 435 | +288 | New | Q4 2025 | Mar 04, 2026 |
| Sound Income Strategies, LLC | History | No change | 281 | 54 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 255 | 49 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Root Financial Partners, LLC | History | Added to | 245 | 47 | 0.0% | 0.0% | 438 | +130 | 113.04% | Q4 2025 | Feb 10, 2026 |
| Larson Financial Group LLC | History | Added to | 235 | 45 | 0.0% | 0.0% | 440 | +35 | 17.5% | Q4 2025 | Feb 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 232 | 45 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Private Wealth Management Group, LLC | History | No change | 220 | 42 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Asset Dedication, LLC | History | New | 200 | 38 | 0.0% | — | 443 | +200 | New | Q4 2025 | Jan 26, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 200 | 38 | 0.0% | — | 444 | +200 | New | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 200 | 38 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 200 | 38 | 0.02% | 0.02% | 445 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 194 | 37 | 0.0% | — | 446 | +194 | New | Q4 2025 | Feb 03, 2026 |
| MASECO LLP | History | Added to | 185 | 35 | 0.0% | 0.0% | 450 | +1 | 0.54% | Q4 2025 | Jan 22, 2026 |
| Armor Investment Advisors, LLC | History | No change | 185 | 35 | 0.01% | 0.01% | 447 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| City State Bank | History | No change | 185 | 35 | 0.01% | 0.01% | 448 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 184 | 35 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 182 | 35 | 0.04% | 0.04% | 451 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 180 | 34 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Monetary Solutions, Ltd | History | New | 175 | 33 | 0.03% | — | 455 | +175 | New | Q4 2025 | Feb 23, 2026 |
| Field & Main Bank | History | New | 171 | 33 | 0.01% | — | 453 | +171 | New | Q4 2025 | Jan 28, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 175 | 33 | 0.01% | 0.02% | 454 | -29 | -14.22% | Q4 2025 | Jan 21, 2026 |
| Hanson & Doremus Investment Management | History | No change | 166 | 32 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Hartford Financial Management Inc. | History | No change | 158 | 30 | 0.01% | 0.01% | 457 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 154 | 29 | 0.03% | — | 461 | +154 | New | Q4 2025 | Feb 10, 2026 |
| Reflection Asset Management | History | New | 152 | 29 | 0.02% | — | 462 | +152 | New | Q4 2025 | Mar 02, 2026 |
| Newbridge Financial Services Group, Inc. | History | Added to | 153 | 29 | 0.0% | 0.0% | 460 | +1 | 0.66% | Q4 2025 | Jan 21, 2026 |
| Capital Analysts, LLC | History | No change | 150 | 29 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Glassman Wealth Services | History | No change | 150 | 29 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SageView Advisory Group, LLC | History | New | 144 | 27 | 0.0% | — | 463 | +144 | New | Q4 2025 | Feb 17, 2026 |
| HOWE & RUSLING INC | History | No change | 136 | 26 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Lodestone Wealth Management LLC | History | New | 125 | 24 | 0.01% | — | 465 | +125 | New | Q4 2025 | Jan 15, 2026 |
| Clark Wealth Partners | History | No change | 127 | 24 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Luken Investment Analytics, LLC | History | No change | 120 | 23 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 118 | 22 | 0.0% | 0.0% | 468 | +1 | 0.85% | Q4 2025 | Jan 29, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 114 | 22 | 0.01% | 0.01% | 469 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Davis Capital Management | History | No change | 108 | 20 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Westside Investment Management, Inc. | History | No change | 100 | 19 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Caldwell Trust Co | History | No change | 100 | 19 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Empirical Asset Management, LLC | History | No change | 18,282 | 18 | 0.01% | 0.0% | 473 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 74 | 14 | 0.0% | — | 475 | +74 | New | Q4 2025 | Jan 21, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 75 | 14 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 75 | 14 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Copia Wealth Management | History | No change | 75 | 14 | 0.01% | 0.01% | 477 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 71 | 13 | 0.0% | — | 478 | +69 | 3450.0% | Q4 2025 | Feb 10, 2026 |
| CITY HOLDING CO | History | New | 60 | 11 | 0.0% | — | 479 | +60 | New | Q4 2025 | Jan 22, 2026 |
| NBC SECURITIES, INC. | History | No change | 58 | 11 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Horizon Investments, LLC | History | No change | 57 | 11 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Realta Investment Advisors | History | No change | 59 | 11 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Nemes Rush Group LLC | History | No change | 56 | 10 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 45 | 8 | 0.0% | 0.0% | 484 | -5 | -10.0% | Q4 2025 | Feb 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 43 | 8 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 40 | 7 | 0.0% | — | 488 | +40 | New | Q4 2025 | Jan 30, 2026 |
| SouthState Bank Corp | History | Added to | 40 | 7 | 0.0% | 0.0% | 486 | +5 | 14.29% | Q4 2025 | Feb 11, 2026 |
| Mascoma Wealth Management LLC | History | No change | 39 | 7 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Archer Investment Corp | History | No change | 36 | 7 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Colonial Trust Co / SC | History | No change | 40 | 7 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 23 | 4 | 0.0% | — | 494 | +23 | New | Q4 2025 | Feb 11, 2026 |
| VAN ECK ASSOCIATES CORP | History | New | 20 | 4 | 0.0% | — | 491 | +20 | New | Q4 2025 | Feb 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 25 | 4 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 25 | 4 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Camelot Portfolios, LLC | History | New | 19 | 3 | 0.0% | — | 496 | +19 | New | Q4 2025 | Jan 29, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 17 | 3 | 0.0% | 0.0% | 499 | -18 | -51.43% | Q4 2025 | Feb 02, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 18 | 3 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MCF Advisors LLC | History | No change | 16 | 3 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 18 | 3 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | New | 14 | 2 | 0.0% | — | 500 | +14 | New | Q4 2025 | Jan 30, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 14 | 2 | 0.0% | — | 501 | +14 | New | Q4 2025 | Feb 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 14 | 2 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Caitlin John, LLC | History | No change | 14 | 2 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Blue Trust, Inc. | History | No change | 9 | 1 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Gould Capital, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 505 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -56,900 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FIL Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -54,552 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -25,229 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OBSIDIAN CIO, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -7,416 | -100.0% | Q3 2025 | Oct 21, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,244 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,609 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,934 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,510 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Sepio Capital, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -2,226 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,893 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,885 | -100.0% | Q3 2025 | Nov 13, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -1,841 | -100.0% | Q3 2025 | Oct 21, 2025 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,750 | -100.0% | Q3 2025 | Nov 05, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,502 | -100.0% | Q3 2025 | Nov 05, 2025 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.12% | — | -1,217 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Interchange Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,140 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -937 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -905 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Heartwood Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -352 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Main Street Group, LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -155 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Marshall & Sterling Wealth Advisors Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -155 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Northwest Capital Management Inc | History | Closed out | 0 | 0 | — | 0.03% | — | -154 | -100.0% | Q3 2025 | Oct 20, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Sterling Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Advanced Asset Management Advisors Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Bulwark Capital Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Oct 14, 2025 |
| GAMMA Investing LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2025 | Oct 02, 2025 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Capital Investment Advisory Services, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Jan 21, 2026 |
| Independence Bank of Kentucky | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Oct 09, 2025 |