VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - VPL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MATHER GROUP, LLC. | History | Added to | 5,988,147 | 541,328 | 5.57% | 5.3% | 1 | +15,856 | 0.27% | Q4 2025 | Jan 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,684,237 | 242,655 | 0.02% | 0.02% | 2 | -15,713 | -0.58% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 1,989,105 | 179,815 | 0.01% | 0.01% | 3 | -356,330 | -15.19% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,885,967 | 170,491 | 0.05% | 0.05% | 4 | -19,880 | -1.04% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 1,840,315 | 166,365 | 0.38% | 0.39% | 5 | -42,393 | -2.25% | Q4 2025 | Feb 11, 2026 |
| WestEnd Advisors, LLC | History | Reduced | 1,783,116 | 161,195 | 3.75% | 3.77% | 6 | -53,942 | -2.94% | Q4 2025 | Jan 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,774,915 | 160,452 | 0.05% | 0.05% | 7 | -7,199 | -0.4% | Q4 2025 | Feb 18, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,610,034 | 145,547 | 0.02% | 0.02% | 8 | -14,899 | -0.92% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,559,238 | 140,955 | 0.02% | 0.0% | 9 | +1,424,713 | 1059.07% | Q4 2025 | Feb 12, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 1,455,118 | 131,543 | 4.31% | — | 10 | +1,455,118 | New | Q4 2025 | Feb 13, 2026 |
| Elm Partners Management LLC | History | Added to | 1,207,832 | 109,188 | 4.95% | 4.94% | 11 | +82,677 | 7.35% | Q4 2025 | Feb 10, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,063,232 | 96,116 | 0.11% | 0.1% | 12 | +15,126 | 1.44% | Q4 2025 | Feb 06, 2026 |
| GenTrust, LLC | History | Added to | 924,646 | 83,587 | 3.61% | 3.56% | 13 | +32,694 | 3.67% | Q4 2025 | Feb 02, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 915,083 | 82,723 | 1.89% | 0.14% | 14 | +834,825 | 1040.18% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 894,680 | 80,879 | 0.11% | 0.11% | 15 | -22,845 | -2.49% | Q4 2025 | Feb 02, 2026 |
| UBS Group AG | History | Reduced | 876,520 | 79,237 | 0.01% | 0.01% | 16 | -9,447 | -1.07% | Q4 2025 | Jan 29, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 838,206 | 75,773 | 2.22% | 2.05% | 17 | +18,612 | 2.27% | Q4 2025 | Feb 09, 2026 |
| Haverford Trust Co | History | Reduced | 803,402 | 72,627 | 0.65% | 0.66% | 18 | -32,502 | -3.89% | Q4 2025 | Feb 13, 2026 |
| STATE STREET CORP | History | New | 735,834 | 66,519 | 0.0% | — | 19 | +735,834 | New | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 681,523 | 61,609 | 0.03% | 0.03% | 20 | +6,901 | 1.02% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 675,459 | 61,061 | 0.74% | 0.78% | 21 | -32,009 | -4.52% | Q4 2025 | Jan 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 643,861 | 58,205 | 0.01% | 0.01% | 22 | +106,767 | 19.88% | Q4 2025 | Feb 13, 2026 |
| Garde Capital, Inc. | History | Added to | 631,319 | 57,071 | 3.38% | 2.63% | 23 | +16,535 | 2.69% | Q4 2025 | Feb 10, 2026 |
| Smithfield Trust Co | History | Reduced | 600,519 | 54,280 | 2.4% | 2.41% | 24 | -13,916 | -2.26% | Q4 2025 | Feb 09, 2026 |
| Efficient Advisors, LLC | History | Reduced | 528,254 | 47,754 | 2.79% | 2.64% | 25 | -4,887 | -0.92% | Q4 2025 | Jan 21, 2026 |
| Cerity Partners LLC | History | Added to | 467,255 | 42,239 | 0.06% | 0.06% | 26 | +18,597 | 4.15% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 395,836 | 35,782 | 0.01% | — | 27 | +395,836 | New | Q4 2025 | Feb 17, 2026 |
| Karpus Management, Inc. | History | Added to | 379,849 | 34,338 | 1.05% | 1.06% | 28 | +233 | 0.06% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Added to | 356,213 | 32,201 | 0.07% | 0.06% | 29 | +20,666 | 6.16% | Q4 2025 | Jan 23, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 350,000 | 31,640 | 0.32% | 0.3% | 30 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| LPL Financial LLC | History | Reduced | 338,039 | 30,558 | 0.01% | 0.01% | 31 | -1,334 | -0.39% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 319,841 | 28,913 | 0.0% | 0.0% | 32 | +22,120 | 7.43% | Q4 2025 | Feb 11, 2026 |
| Ballentine Partners, LLC | History | Reduced | 299,357 | 27,061 | 0.38% | 0.4% | 33 | -24,909 | -7.68% | Q4 2025 | Feb 03, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 290,372 | 26,249 | 4.8% | 4.7% | 34 | +8,347 | 2.96% | Q4 2025 | Jan 13, 2026 |
| Penserra Capital Management LLC | History | Reduced | 282,494 | 25,537 | 0.3% | 0.52% | 35 | -208,627 | -42.48% | Q4 2025 | Feb 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 275,638 | 24,917 | 0.02% | — | 36 | +275,638 | New | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 270,333 | 24,438 | 0.02% | 0.02% | 37 | +5,623 | 2.12% | Q4 2025 | Feb 10, 2026 |
| Greenline Partners, LLC | History | No change | 252,751 | 22,848 | 2.61% | 2.7% | 38 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 231,520 | 20,929 | 2.09% | 2.23% | 39 | -10,559 | -4.36% | Q4 2025 | Jan 26, 2026 |
| Creative Planning | History | Reduced | 214,374 | 19,379 | 0.01% | 0.01% | 40 | -5,281 | -2.4% | Q4 2025 | Feb 17, 2026 |
| Addis & Hill, Inc | History | Added to | 192,466 | 17,398 | 10.54% | 10.19% | 41 | +2,851 | 1.5% | Q4 2025 | Jan 06, 2026 |
| Rathbones Group PLC | History | Added to | 187,534 | 16,953 | 0.07% | 0.06% | 42 | +14,199 | 8.19% | Q4 2025 | Feb 06, 2026 |
| Silphium Asset Management Ltd | History | New | 178,600 | 16,145 | 6.84% | — | 43 | +178,600 | New | Q4 2025 | Jan 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 177,791 | 16,072 | 0.0% | 0.0% | 44 | -3,160 | -1.75% | Q4 2025 | Mar 25, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | History | No change | 176,230 | 15,931 | 5.15% | 5.08% | 45 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 139,894 | 12,646 | 0.01% | 0.01% | 46 | +105 | 0.08% | Q4 2025 | Feb 06, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 135,767 | 12,273 | 0.02% | 0.02% | 47 | -200 | -0.15% | Q4 2025 | Jan 15, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 133,630 | 12,080 | 2.53% | 2.47% | 48 | -1,449 | -1.07% | Q4 2025 | Jan 08, 2026 |
| Blue Edge Capital, LLC | History | Added to | 132,020 | 11,934 | 1.6% | 1.64% | 49 | +539 | 0.41% | Q4 2025 | Feb 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 130,907 | 11,833 | 0.13% | 0.14% | 50 | -7,571 | -5.47% | Q4 2025 | Jan 16, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 127,856 | 11,558 | 0.01% | 0.01% | 51 | +37,055 | 40.81% | Q4 2025 | Feb 13, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 124,591 | 11,263 | 0.05% | 0.05% | 52 | +4,490 | 3.74% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 120,928 | 10,931 | 0.02% | 0.02% | 53 | +3,604 | 3.07% | Q4 2025 | Mar 16, 2026 |
| WealthBridge Investment Counsel Inc. | History | Added to | 119,165 | 10,773 | 3.23% | 1.87% | 54 | +50,223 | 72.85% | Q4 2025 | Jan 22, 2026 |
| Corient Private Wealth LLC | History | Added to | 117,397 | 10,612 | 0.01% | 0.01% | 55 | +5,399 | 4.82% | Q4 2025 | Mar 09, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 113,662 | 10,275 | 2.41% | 2.11% | 56 | +7,213 | 6.78% | Q4 2025 | Feb 13, 2026 |
| Q3 Asset Management | History | Added to | 111,162 | 10,049 | 2.3% | 1.29% | 57 | +68,403 | 159.97% | Q4 2025 | Jan 27, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 110,329 | 9,973 | 1.11% | — | 58 | +110,329 | New | Q4 2025 | Feb 13, 2026 |
| Private Wealth Advisors, LLC | History | Added to | 107,214 | 9,692 | 3.1% | 3.06% | 59 | +3,763 | 3.64% | Q4 2025 | Feb 06, 2026 |
| Main Management ETF Advisors, LLC | History | Added to | 104,961 | 9,488 | 0.34% | 0.31% | 60 | +10,461 | 11.07% | Q4 2025 | Feb 10, 2026 |
| CIBC WORLD MARKET INC. | History | New | 102,370 | 9,254 | 0.01% | — | 61 | +102,370 | New | Q4 2025 | Feb 10, 2026 |
| Ameraudi Asset Management, Inc. | History | Reduced | 96,610 | 8,733 | 4.8% | 5.42% | 62 | -5,415 | -5.31% | Q4 2025 | Feb 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 94,000 | 8,497 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 92,066 | 8,323 | 1.16% | 1.28% | 64 | -243 | -0.26% | Q4 2025 | Jan 21, 2026 |
| Zeit Capital LLC | History | Reduced | 89,722 | 8,110 | 5.47% | 5.4% | 65 | -741 | -0.82% | Q4 2025 | Jan 26, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 86,030 | 7,777 | 1.77% | 1.86% | 66 | -1,194 | -1.37% | Q4 2025 | Jan 21, 2026 |
| MGO Private Wealth, LLC | History | Reduced | 81,063 | 7,328 | 4.54% | 4.45% | 67 | -3,461 | -4.09% | Q4 2025 | Feb 10, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 79,906 | 7,223 | 2.54% | 2.85% | 68 | +797 | 1.01% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 78,485 | 7,095 | 0.0% | 0.0% | 69 | +28,668 | 57.55% | Q4 2025 | Feb 17, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 78,031 | 7,054 | 1.07% | 1.12% | 70 | -2,212 | -2.76% | Q4 2025 | Jan 08, 2026 |
| NewEdge Advisors, LLC | History | Added to | 77,291 | 6,987 | 0.03% | 0.03% | 71 | +6,445 | 9.1% | Q4 2025 | Feb 18, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 76,874 | 6,949 | 0.97% | 0.98% | 72 | +1,088 | 1.44% | Q4 2025 | Feb 02, 2026 |
| Obsido Oy | History | Added to | 72,173 | 6,524 | 4.01% | 4.01% | 73 | +3,642 | 5.31% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 71,135 | 6,430 | 0.13% | 0.14% | 74 | -128 | -0.18% | Q4 2025 | Feb 09, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 68,331 | 6,177 | 0.09% | 0.09% | 75 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 68,057 | 6,152 | 0.02% | 0.02% | 76 | -1,764 | -2.53% | Q4 2025 | Feb 17, 2026 |
| ABC ARBITRAGE SA | History | New | 66,994 | 6,056 | 0.57% | — | 77 | +66,994 | New | Q4 2025 | Feb 04, 2026 |
| Access Investment Management LLC | History | No change | 68,145 | 5,985 | 1.61% | 1.61% | 78 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 61,409 | 5,551 | 0.41% | 0.39% | 79 | +3,386 | 5.84% | Q4 2025 | Feb 18, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 60,309 | 5,451 | 1.79% | 1.9% | 80 | +2,342 | 4.04% | Q4 2025 | Feb 03, 2026 |
| Cetera Investment Advisers | History | Reduced | 59,026 | 5,335 | 0.01% | 0.01% | 81 | -416 | -0.7% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 57,818 | 5,226 | 0.01% | 0.01% | 82 | +33 | 0.06% | Q4 2025 | Feb 12, 2026 |
| DAVENPORT & Co LLC | History | Added to | 55,260 | 4,995 | 0.03% | 0.03% | 83 | +193 | 0.35% | Q4 2025 | Jan 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 54,619 | 4,937 | 0.13% | 0.13% | 84 | +3,736 | 7.34% | Q4 2025 | Feb 02, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 54,355 | 4,913 | 0.03% | 0.05% | 85 | -61,053 | -52.9% | Q4 2025 | Jan 29, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 52,584 | 4,763 | 0.03% | 0.03% | 86 | +1,870 | 3.69% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 51,708 | 4,672 | 0.03% | 0.03% | 87 | +348 | 0.68% | Q4 2025 | Jan 27, 2026 |
| NORTHERN TRUST CORP | History | Added to | 51,409 | 4,647 | 0.0% | 0.0% | 88 | +1,607 | 3.23% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 49,902 | 4,511 | 0.03% | 0.03% | 89 | +1,066 | 2.18% | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 46,726 | 4,224 | 0.14% | 0.12% | 90 | -586 | -1.24% | Q4 2025 | Jan 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 46,688 | 4,221 | 0.01% | 0.01% | 91 | +1,751 | 3.9% | Q4 2025 | Feb 05, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 46,192 | 4,175 | 0.15% | 0.16% | 92 | -1,562 | -3.27% | Q4 2025 | Feb 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 44,654 | 4,036 | 0.01% | 0.01% | 93 | -47,470 | -51.53% | Q4 2025 | Feb 17, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 44,295 | 4,004 | 0.98% | 0.93% | 94 | -281 | -0.63% | Q4 2025 | Feb 12, 2026 |
| Jacobs Equity LLC | History | New | 44,225 | 3,997 | 3.85% | — | 95 | +44,225 | New | Q4 2025 | Feb 19, 2026 |
| First Bank & Trust | History | No change | 43,465 | 3,929 | 0.64% | 0.64% | 96 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 42,905 | 3,878 | 0.14% | 0.14% | 97 | +3,282 | 8.28% | Q4 2025 | Feb 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 42,675 | 3,857 | 0.32% | 0.29% | 98 | +120 | 0.28% | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 41,506 | 3,752 | 0.04% | 0.04% | 99 | -2,163 | -4.95% | Q4 2025 | Feb 05, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 41,457 | 3,747 | 1.0% | 1.01% | 100 | -400 | -0.96% | Q4 2025 | Feb 05, 2026 |
| COMERICA BANK | History | Reduced | 34,879 | 3,153 | 0.01% | 0.01% | 101 | -855 | -2.39% | Q4 2025 | Jan 29, 2026 |
| Cooksen Wealth, LLC | History | Added to | 34,422 | 3,111 | 2.28% | 2.23% | 102 | +382 | 1.12% | Q4 2025 | Jan 20, 2026 |
| HB Wealth Management, LLC | History | No change | 33,899 | 3,064 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PARTHENON LLC | History | No change | 32,993 | 2,982 | 0.32% | 0.32% | 104 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Addison Advisors LLC | History | Added to | 32,753 | 2,960 | 0.66% | 0.66% | 105 | +310 | 0.96% | Q4 2025 | Feb 06, 2026 |
| Vident Advisory, LLC | History | Reduced | 31,745 | 2,869 | 0.03% | 0.03% | 106 | -1,492 | -4.49% | Q4 2025 | Feb 18, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 31,563 | 2,853 | 0.0% | 0.0% | 107 | +522 | 1.68% | Q4 2025 | Feb 13, 2026 |
| Resolute Advisors LLC | History | Added to | 31,426 | 2,840 | 0.93% | 0.7% | 108 | +405 | 1.31% | Q4 2025 | Feb 11, 2026 |
| Ledyard National Bank | History | Reduced | 31,225 | 2,822 | 0.24% | 0.26% | 109 | -1,877 | -5.67% | Q4 2025 | Jan 21, 2026 |
| VANGUARD GROUP INC | History | Reduced | 31,176 | 2,818 | 0.0% | 0.0% | 110 | -708 | -2.22% | Q4 2025 | Jan 29, 2026 |
| Regency Capital Management Inc.\DE | History | New | 30,809 | 2,785 | 1.16% | — | 111 | +30,809 | New | Q4 2025 | Feb 11, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 30,207 | 2,730 | 0.15% | 0.15% | 112 | -771 | -2.49% | Q4 2025 | Jan 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 28,920 | 2,614 | 0.02% | 0.02% | 113 | -3,556 | -10.95% | Q4 2025 | Feb 17, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | Added to | 26,746 | 2,417 | 0.3% | 0.25% | 114 | +5,747 | 27.37% | Q4 2025 | Feb 13, 2026 |
| LM Advisors LLC | History | Reduced | 216 | 2,385 | 0.04% | 0.03% | 115 | -2,169 | -90.94% | Q4 2025 | Feb 13, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 25,645 | 2,318 | 0.39% | 0.47% | 116 | -1,668 | -6.11% | Q4 2025 | Jan 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 25,584 | 2,312 | 0.03% | 0.05% | 117 | -23,474 | -47.85% | Q4 2025 | Feb 11, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 25,559 | 2,310 | 0.83% | 0.84% | 118 | -48 | -0.19% | Q4 2025 | Jan 14, 2026 |
| FMR LLC | History | Added to | 25,146 | 2,273 | 0.0% | 0.0% | 119 | +3,012 | 13.61% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 24,985 | 2,258 | 0.01% | 0.01% | 120 | +1,349 | 5.71% | Q4 2025 | Feb 13, 2026 |
| Liberty Capital Management, Inc. | History | Reduced | 24,408 | 2,206 | 0.41% | 0.41% | 121 | -372 | -1.5% | Q4 2025 | Jan 26, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 24,259 | 2,193 | 0.59% | 0.0% | 122 | +24,208 | 47466.67% | Q4 2025 | Feb 09, 2026 |
| Wedmont Private Capital | History | Added to | 23,010 | 2,151 | 0.07% | 0.08% | 123 | +54 | 0.24% | Q4 2025 | Jan 08, 2026 |
| Keel Point, LLC | History | No change | 23,389 | 2,114 | 0.13% | 0.13% | 124 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 23,321 | 2,108 | 0.0% | 0.0% | 125 | +23,262 | 39427.12% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 22,698 | 2,051 | 0.0% | 0.0% | 126 | +14,152 | 165.6% | Q4 2025 | Feb 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 21,574 | 1,950 | 0.03% | 0.03% | 127 | -2,964 | -12.08% | Q4 2025 | Jan 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 20,281 | 1,901 | 0.0% | 0.0% | 128 | -2,245 | -9.97% | Q4 2025 | Jan 08, 2026 |
| PINNEY & SCOFIELD, INC. | History | Reduced | 20,670 | 1,868 | 1.06% | 1.18% | 129 | -904 | -4.19% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 20,316 | 1,836 | 0.23% | 0.24% | 130 | +52 | 0.26% | Q4 2025 | Jan 08, 2026 |
| Montecito Bank & Trust | History | Added to | 20,216 | 1,827 | 0.29% | 0.26% | 131 | +900 | 4.66% | Q4 2025 | Jan 09, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 19,540 | 1,766 | 0.02% | 0.02% | 132 | -1,733 | -8.15% | Q4 2025 | Feb 05, 2026 |
| REBALANCE, LLC | History | Added to | 19,267 | 1,741 | 0.1% | 0.1% | 133 | +91 | 0.47% | Q4 2025 | Jan 15, 2026 |
| Quadrature Capital Ltd | History | New | 18,794 | 1,698 | 0.02% | — | 134 | +18,794 | New | Q4 2025 | Feb 17, 2026 |
| BigSur Wealth Management LLC | History | No change | 18,000 | 1,627 | 0.39% | 0.39% | 135 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Mariner, LLC | History | Added to | 17,606 | 1,591 | 0.0% | 0.0% | 136 | +289 | 1.67% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 17,578 | 1,589 | 0.03% | 0.04% | 137 | -3,087 | -14.94% | Q4 2025 | Feb 03, 2026 |
| Rockingstone Advisors LLC | History | Added to | 17,525 | 1,584 | 0.72% | 0.7% | 138 | +1,405 | 8.72% | Q4 2025 | Jan 28, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 17,368 | 1,570 | 0.12% | 0.13% | 139 | -1,470 | -7.8% | Q4 2025 | Jan 23, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 17,330 | 1,566 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 17,044 | 1,540 | 0.0% | — | 141 | +17,044 | New | Q4 2025 | Feb 17, 2026 |
| Global Financial Private Client, LLC | History | Reduced | 16,532 | 1,494 | 0.52% | 0.52% | 142 | -93 | -0.56% | Q4 2025 | Jan 27, 2026 |
| Sierra Capital LLC | History | Added to | 16,337 | 1,477 | 0.16% | 0.16% | 143 | +76 | 0.47% | Q4 2025 | Feb 18, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 16,031 | 1,449 | 0.03% | — | 144 | +16,031 | New | Q4 2025 | Feb 05, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 15,792 | 1,427 | 0.1% | 0.19% | 145 | -15,130 | -48.93% | Q4 2025 | Jan 15, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 15,481 | 1,399 | 0.0% | 0.0% | 146 | -9 | -0.06% | Q4 2025 | Feb 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 14,910 | 1,347 | 0.03% | 0.03% | 147 | -26 | -0.17% | Q4 2025 | Feb 09, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 14,757 | 1,333 | 0.02% | 0.01% | 148 | +6,103 | 70.52% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 14,695 | 1,328 | 0.0% | 0.0% | 149 | +2,465 | 20.16% | Q4 2025 | Feb 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 13,822 | 1,249 | 0.02% | 0.02% | 150 | -240 | -1.71% | Q4 2025 | Jan 22, 2026 |
| Dakota Wealth Management | History | Added to | 13,656 | 1,234 | 0.02% | 0.02% | 151 | +655 | 5.04% | Q4 2025 | Jan 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 13,623 | 1,231 | 0.01% | 0.01% | 152 | +1,124 | 8.99% | Q4 2025 | Feb 17, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 13,238 | 1,196 | 0.1% | 0.1% | 153 | -27 | -0.2% | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Added to | 12,968 | 1,172 | 0.0% | 0.0% | 154 | +9,733 | 300.87% | Q4 2025 | Jan 26, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 12,922 | 1,168 | 0.06% | 0.06% | 155 | +28 | 0.22% | Q4 2025 | Mar 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 12,897 | 1,165 | 0.0% | 0.0% | 156 | -3,502 | -21.35% | Q4 2025 | Feb 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 12,846 | 1,161 | 0.09% | 0.23% | 157 | -24,506 | -65.61% | Q4 2025 | Jan 23, 2026 |
| GFS Advisors, LLC | History | Added to | 12,821 | 1,159 | 0.14% | 0.14% | 158 | +194 | 1.54% | Q4 2025 | Feb 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 11,939 | 1,079 | 0.03% | 0.03% | 159 | +244 | 2.09% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 11,685 | 1,056 | 0.0% | 0.0% | 160 | +1,529 | 15.06% | Q4 2025 | Feb 10, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Reduced | 11,500 | 1,039 | 0.49% | 0.57% | 161 | -1,121 | -8.88% | Q4 2025 | Jan 29, 2026 |
| Squarepoint Ops LLC | History | Added to | 11,327 | 1,023 | 0.0% | 0.0% | 162 | +5,791 | 104.61% | Q4 2025 | Feb 13, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | Reduced | 11,279 | 1,019 | 0.09% | 0.09% | 163 | -390 | -3.34% | Q4 2025 | Jan 30, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 11,116 | 1,004 | 0.01% | 0.01% | 164 | +151 | 1.38% | Q4 2025 | Feb 13, 2026 |
| Phillips Wealth Planners LLC | History | Added to | 10,290 | 991 | 0.8% | 0.76% | 165 | +189 | 1.87% | Q4 2025 | Feb 10, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 10,649 | 962 | 0.03% | 0.03% | 166 | +392 | 3.82% | Q4 2025 | Feb 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 10,424 | 942 | 0.0% | 0.0% | 167 | -63,744 | -85.95% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 10,376 | 937 | 0.13% | 0.16% | 168 | -1,067 | -9.32% | Q4 2025 | Jan 12, 2026 |
| McHugh Group, LLC | History | Added to | 10,180 | 920 | 0.52% | 0.39% | 169 | +2,750 | 37.01% | Q4 2025 | Feb 02, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 10,094 | 912 | 0.05% | 0.05% | 170 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 9,950 | 899 | 0.0% | 0.01% | 171 | -11,630 | -53.89% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 9,878 | 892 | 0.0% | 0.0% | 172 | +895 | 9.96% | Q4 2025 | Feb 11, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 9,819 | 887 | 0.16% | 0.08% | 173 | +6,239 | 174.27% | Q4 2025 | Jan 26, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 9,416 | 851 | 0.0% | 0.0% | 174 | -320 | -3.29% | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 9,122 | 824 | 0.0% | 0.0% | 175 | +1,735 | 23.49% | Q4 2025 | Feb 17, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 8,587 | 776 | 0.05% | 0.05% | 176 | -25 | -0.29% | Q4 2025 | Jan 29, 2026 |
| Simplicity Wealth,LLC | History | Added to | 8,412 | 760 | 0.05% | 0.04% | 177 | +28 | 0.33% | Q4 2025 | Jan 30, 2026 |
| Wealthfront Advisers LLC | History | Added to | 8,354 | 755 | 0.0% | 0.0% | 178 | +880 | 11.77% | Q4 2025 | Jan 30, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 8,255 | 746 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 7,700 | 696 | 0.0% | — | 180 | +7,700 | New | Q4 2025 | Feb 12, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 7,652 | 691 | 0.04% | 0.02% | 181 | +4,114 | 116.28% | Q4 2025 | Jan 23, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 7,355 | 664 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,279 | 658 | 0.0% | 0.0% | 183 | +2,018 | 38.36% | Q4 2025 | Feb 17, 2026 |
| NewEdge Wealth, LLC | History | Added to | 7,167 | 647 | 0.01% | 0.01% | 184 | +332 | 4.86% | Q4 2025 | Feb 03, 2026 |
| Estate Counselors, LLC | History | Reduced | 7,045 | 636 | 0.05% | 0.06% | 185 | -1,540 | -17.94% | Q4 2025 | Feb 02, 2026 |
| Yoffe Investment Management, LLC | History | No change | 7,008 | 633 | 0.81% | 0.8% | 186 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sharper & Granite LLC | History | Reduced | 6,985 | 631 | 0.22% | 0.26% | 187 | -1,290 | -15.59% | Q4 2025 | Jan 27, 2026 |
| London & Capital Asset Management Ltd | History | New | 6,750 | 610 | 0.01% | — | 188 | +6,750 | New | Q4 2025 | Feb 17, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 6,718 | 607 | 0.02% | 0.03% | 189 | -1,362 | -16.86% | Q4 2025 | Jan 27, 2026 |
| CHOREO, LLC | History | Reduced | 6,640 | 603 | 0.01% | 0.01% | 190 | -20 | -0.3% | Q4 2025 | Jan 23, 2026 |
| BROWN ADVISORY INC | History | Added to | 6,649 | 601 | 0.0% | 0.0% | 191 | +15 | 0.23% | Q4 2025 | Feb 13, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 6,603 | 596 | 0.06% | 0.06% | 192 | +413 | 6.67% | Q4 2025 | Jan 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,477 | 585 | 0.0% | 0.0% | 193 | +65 | 1.01% | Q4 2025 | Feb 17, 2026 |
| MASECO LLP | History | New | 6,428 | 581 | 0.03% | — | 194 | +6,428 | New | Q4 2025 | Jan 22, 2026 |
| NorthRock Partners, LLC | History | New | 6,408 | 579 | 0.01% | — | 195 | +6,408 | New | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Added to | 6,374 | 576 | 0.02% | 0.02% | 196 | +260 | 4.25% | Q4 2025 | Feb 19, 2026 |
| GTS SECURITIES LLC | History | Reduced | 6,336 | 572 | 0.02% | 0.02% | 197 | -958 | -13.13% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 6,250 | 565 | 0.05% | 0.05% | 198 | -39 | -0.62% | Q4 2025 | Jan 26, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 6,082 | 550 | 0.04% | 0.03% | 199 | +1,700 | 38.8% | Q4 2025 | Feb 10, 2026 |
| Ascent Group, LLC | History | Reduced | 6,031 | 545 | 0.02% | 0.02% | 200 | -67 | -1.1% | Q4 2025 | Jan 20, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | Added to | 6,015 | 543 | 0.13% | 0.12% | 202 | +123 | 2.09% | Q4 2025 | Jan 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 6,009 | 543 | 0.01% | 0.01% | 201 | -39 | -0.64% | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | Added to | 5,939 | 537 | 0.06% | 0.06% | 203 | +79 | 1.35% | Q4 2025 | Feb 03, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 5,897 | 533 | 0.05% | 0.07% | 204 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 5,789 | 523 | 0.07% | 0.08% | 205 | -80 | -1.36% | Q4 2025 | Feb 09, 2026 |
| Portland Financial Advisors Inc | History | Reduced | 5,655 | 511 | 1.09% | 1.08% | 206 | -119 | -2.06% | Q4 2025 | Feb 06, 2026 |
| IHT Wealth Management, LLC | History | Added to | 5,608 | 507 | 0.01% | 0.01% | 207 | +38 | 0.68% | Q4 2025 | Feb 17, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 5,424 | 490 | 0.0% | 0.0% | 208 | +1,469 | 37.14% | Q4 2025 | Feb 11, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 5,037 | 490 | 0.06% | 0.05% | 209 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Unconventional Investor, LLC | History | Added to | 5,335 | 482 | 0.23% | 0.23% | 210 | +139 | 2.68% | Q4 2025 | Feb 05, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 5,300 | 479 | 0.01% | 0.01% | 211 | +95 | 1.83% | Q4 2025 | Jan 12, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 5,275 | 476 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 5,056 | 457 | 0.06% | 0.06% | 213 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Generation Capital Management LLC | History | New | 5,000 | 452 | 0.29% | — | 215 | +5,000 | New | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 5,000 | 452 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Saranac Partners Ltd | History | Reduced | 4,955 | 447 | 0.17% | 0.08% | 216 | -335 | -6.33% | Q4 2025 | Feb 06, 2026 |
| Summit Financial Wealth Advisors, LLC | History | New | 4,926 | 445 | 0.06% | — | 218 | +4,926 | New | Q4 2025 | Jan 27, 2026 |
| Hikari Tsushin, Inc. | History | No change | 4,931 | 445 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | Added to | 4,991 | 438 | 0.0% | 0.0% | 219 | +73 | 1.48% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Added to | 4,805 | 434 | 0.0% | 0.0% | 220 | +231 | 5.05% | Q4 2025 | Feb 13, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 4,705 | 425 | 0.03% | 0.03% | 221 | -935 | -16.58% | Q4 2025 | Feb 17, 2026 |
| NWAM LLC | History | Reduced | 4,354 | 424 | 0.02% | 0.02% | 222 | -321 | -6.87% | Q4 2025 | Feb 04, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 4,686 | 423 | 0.02% | 0.03% | 223 | -195 | -4.0% | Q4 2025 | Feb 17, 2026 |
| Texas Yale Capital Corp. | History | Added to | 4,671 | 422 | 0.01% | 0.01% | 224 | +3 | 0.06% | Q4 2025 | Feb 10, 2026 |
| FIDUCIARY TRUST CO | History | No change | 4,515 | 408 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Haverford Financial Services, Inc. | History | No change | 4,520 | 408 | 0.11% | 0.11% | 226 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 4,482 | 405 | 0.0% | 0.0% | 227 | +413 | 10.15% | Q4 2025 | Feb 17, 2026 |
| GeoWealth Management, LLC | History | Reduced | 4,491 | 405 | 0.01% | 0.01% | 228 | -39 | -0.86% | Q4 2025 | Feb 17, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 4,461 | 399 | 0.0% | 2.04% | 229 | -2,580,000 | -99.83% | Q4 2025 | Feb 03, 2026 |
| Prospera Financial Services Inc | History | Added to | 4,416 | 399 | 0.01% | 0.0% | 230 | +2,056 | 87.12% | Q4 2025 | Feb 09, 2026 |
| Fisher Asset Management, LLC | History | New | 4,377 | 395 | 0.0% | — | 231 | +4,377 | New | Q4 2025 | Feb 09, 2026 |
| Focus Financial Network, Inc. | History | Added to | 4,303 | 388 | 0.01% | 0.01% | 232 | +55 | 1.29% | Q4 2025 | Jan 12, 2026 |
| Pathstone Holdings, LLC | History | New | 4,250 | 384 | 0.0% | — | 233 | +4,250 | New | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 4,172 | 377 | 0.0% | 0.0% | 234 | +1,234 | 42.0% | Q4 2025 | Feb 13, 2026 |
| Zhang Financial LLC | History | Added to | 4,074 | 368 | 0.01% | 0.01% | 235 | +59 | 1.47% | Q4 2025 | Feb 10, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 4,046 | 366 | 0.02% | 0.03% | 236 | -828 | -16.99% | Q4 2025 | Feb 13, 2026 |
| Nautilus Advisors LLC | History | No change | 4,000 | 361 | 0.24% | 0.24% | 237 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 3,993 | 360 | 0.36% | — | 238 | +3,993 | New | Q4 2025 | Feb 13, 2026 |
| WHITTIER TRUST CO | History | No change | 3,797 | 355 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ameritas Advisory Services, LLC | History | New | 3,908 | 353 | 0.01% | — | 240 | +3,908 | New | Q4 2025 | Feb 04, 2026 |
| Choate Investment Advisors | History | No change | 3,876 | 350 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| F&V Capital Management, LLC | History | Added to | 3,832 | 346 | 0.07% | 0.07% | 242 | +202 | 5.56% | Q4 2025 | Mar 26, 2026 |
| WAYSTONE ADVISORS LLC | History | New | 3,778 | 341 | 0.29% | — | 244 | +3,778 | New | Q4 2025 | Feb 09, 2026 |
| Southland Equity Partners LLC | History | Added to | 3,781 | 341 | 0.07% | 0.07% | 243 | +65 | 1.75% | Q4 2025 | Jan 14, 2026 |
| Evelyn Partners Investment Management LLP | History | Added to | 3,743 | 338 | 0.01% | 0.01% | 246 | +900 | 31.66% | Q4 2025 | Feb 13, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 3,743 | 338 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Savant Capital, LLC | History | Added to | 3,688 | 333 | 0.0% | 0.0% | 247 | +117 | 3.28% | Q4 2025 | Feb 10, 2026 |
| Golden State Equity Partners | History | New | 3,676 | 332 | 0.05% | — | 248 | +3,676 | New | Q4 2025 | Jan 29, 2026 |
| Catalyst Investment Management LLC | History | New | 3,565 | 322 | 0.31% | — | 249 | +3,565 | New | Q4 2025 | Feb 20, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 3,490 | 315 | 0.02% | 0.02% | 250 | +755 | 27.61% | Q4 2025 | Feb 17, 2026 |
| Sonoma Private Wealth LLC | History | Added to | 3,486 | 315 | 0.38% | 0.31% | 251 | +498 | 16.67% | Q4 2025 | Feb 17, 2026 |
| Csenge Advisory Group | History | Reduced | 3,470 | 313 | 0.01% | 0.02% | 252 | -255 | -6.85% | Q4 2025 | Feb 06, 2026 |
| Financial Alternatives, Inc | History | No change | 3,458 | 312 | 0.18% | 0.18% | 253 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Spire Wealth Management | History | Added to | 3,450 | 311 | 0.01% | 0.0% | 254 | +2,750 | 392.86% | Q4 2025 | Jan 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 3,426 | 309 | 0.0% | 0.0% | 255 | -93 | -2.64% | Q4 2025 | Feb 03, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 3,320 | 300 | 0.0% | — | 257 | +3,320 | New | Q4 2025 | Feb 18, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 3,325 | 300 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | No change | 3,246 | 293 | 0.07% | 0.07% | 258 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Advisory Alpha, LLC | History | No change | 3,234 | 292 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Brooklyn Investment Group | History | New | 3,196 | 290 | 0.01% | — | 260 | +3,196 | New | Q4 2025 | Feb 12, 2026 |
| HANCOCK WHITNEY CORP | History | New | 3,190 | 288 | 0.01% | — | 262 | +3,190 | New | Q4 2025 | Feb 17, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 3,186 | 288 | 0.0% | 0.0% | 261 | +1,457 | 84.27% | Q4 2025 | Feb 06, 2026 |
| Chesley Taft & Associates LLC | History | No change | 3,164 | 286 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Reduced | 3,143 | 284 | 0.05% | 0.04% | 264 | -46 | -1.44% | Q4 2025 | Feb 02, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 3,104 | 280 | 0.07% | 0.07% | 265 | +26 | 0.84% | Q4 2025 | Feb 09, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 3,071 | 277 | 0.0% | 0.0% | 266 | -7 | -0.23% | Q4 2025 | Feb 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 2,997 | 270 | 0.0% | 0.0% | 267 | -4 | -0.13% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 2,918 | 263 | 0.0% | — | 268 | +2,918 | New | Q4 2025 | Feb 17, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 2,883 | 260 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BOS Asset Management, LLC | History | Reduced | 2,858 | 258 | 0.07% | 0.07% | 270 | -35 | -1.21% | Q4 2025 | Jan 09, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 2,841 | 256 | 0.0% | 0.0% | 271 | -115 | -3.89% | Q4 2025 | Feb 12, 2026 |
| Tolleson Wealth Management, Inc. | History | Reduced | 2,782 | 251 | 0.04% | 0.07% | 272 | -2,222 | -44.4% | Q4 2025 | Feb 17, 2026 |
| DOVER ADVISORS, LLC | History | No change | 2,736 | 247 | 0.1% | 0.1% | 273 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Piscataqua Savings Bank | History | New | 2,705 | 244 | 0.17% | — | 275 | +2,705 | New | Q4 2025 | Jan 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,703 | 244 | 0.0% | 0.0% | 274 | +917 | 51.34% | Q4 2025 | Feb 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 2,649 | 239 | 0.01% | — | 276 | +2,649 | New | Q4 2025 | Feb 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 2,613 | 236 | 0.0% | — | 281 | +2,613 | New | Q4 2025 | Jan 07, 2026 |
| ASPIRIANT, LLC | History | New | 2,611 | 236 | 0.01% | — | 277 | +2,611 | New | Q4 2025 | Jan 20, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 2,612 | 236 | 0.05% | 0.07% | 280 | -538 | -17.08% | Q4 2025 | Jan 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 2,612 | 236 | 0.0% | 0.0% | 278 | -216 | -7.64% | Q4 2025 | Feb 06, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 2,612 | 236 | 0.01% | 0.02% | 279 | -216 | -7.64% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | New | 2,569 | 232 | 0.0% | — | 282 | +2,569 | New | Q4 2025 | Feb 17, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 2,567 | 232 | 0.04% | 0.03% | 283 | -1 | -0.04% | Q4 2025 | Feb 11, 2026 |
| Navigation Wealth Management, Inc. | History | Added to | 2,545 | 230 | 0.34% | 0.33% | 284 | +6 | 0.24% | Q4 2025 | Jan 29, 2026 |
| EP Wealth Advisors, LLC | History | New | 2,528 | 228 | 0.0% | — | 286 | +2,528 | New | Q4 2025 | Feb 18, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 2,522 | 228 | 0.02% | — | 285 | +2,522 | New | Q4 2025 | Feb 06, 2026 |
| Savvy Advisors, Inc. | History | New | 2,423 | 219 | 0.01% | — | 287 | +2,423 | New | Q4 2025 | Jan 20, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | No change | 2,400 | 216 | 0.02% | 0.01% | 288 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Vivaldi Capital Management LP | History | Added to | 2,363 | 213 | 0.03% | 0.03% | 289 | +16 | 0.68% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,312 | 209 | 0.01% | 0.01% | 290 | +24 | 1.05% | Q4 2025 | Feb 03, 2026 |
| Apella Capital, LLC | History | Reduced | 2,297 | 207 | 0.0% | 0.0% | 291 | -9 | -0.39% | Q4 2025 | Jan 21, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 2,290 | 206 | 0.02% | 0.03% | 292 | -272 | -10.62% | Q4 2025 | Jan 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,205 | 199 | 0.0% | — | 293 | +2,205 | New | Q4 2025 | Feb 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,141 | 194 | 0.0% | 0.0% | 294 | +269 | 14.37% | Q4 2025 | Feb 09, 2026 |
| Newton One Investments LLC | History | Added to | 2,130 | 192 | 0.06% | 0.05% | 295 | +56 | 2.7% | Q4 2025 | Jan 23, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 2,116 | 191 | 0.02% | — | 296 | +2,116 | New | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,099 | 189 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Breakwater Investment Management | History | No change | 2,099 | 189 | 0.07% | 0.07% | 298 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,058 | 186 | 0.0% | 0.01% | 299 | -109,842 | -98.16% | Q4 2025 | Feb 10, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | New | 2,046 | 184 | 0.01% | — | 300 | +2,046 | New | Q4 2025 | Feb 12, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 1,932 | 174 | 0.13% | 0.14% | 301 | -278 | -12.58% | Q4 2025 | Feb 10, 2026 |
| MCF Advisors LLC | History | Added to | 1,910 | 172 | 0.01% | 0.0% | 302 | +1,235 | 182.96% | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,872 | 169 | 0.0% | 0.0% | 303 | +443 | 31.0% | Q4 2025 | Feb 11, 2026 |
| Key FInancial Inc | History | No change | 1,830 | 165 | 0.03% | 0.03% | 304 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 1,775 | 160 | 0.01% | 0.01% | 305 | -1,000 | -36.04% | Q4 2025 | Feb 12, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,706 | 154 | 0.02% | 0.02% | 306 | +44 | 2.65% | Q4 2025 | Jan 22, 2026 |
| DV Trading LLC | History | New | 1,700 | 153 | 0.0% | — | 307 | +1,700 | New | Q4 2025 | Feb 17, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,411 | 140 | 0.02% | 0.03% | 308 | +242 | 20.7% | Q4 2025 | Feb 02, 2026 |
| Quaker Wealth Management, LLC | History | No change | 1,405 | 126 | 0.04% | 0.04% | 309 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,380 | 124 | 0.01% | — | 311 | +1,380 | New | Q4 2025 | Jan 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 1,382 | 124 | 0.0% | 0.0% | 310 | +1,000 | 261.78% | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | No change | 1,350 | 122 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,304 | 117 | 0.0% | 0.0% | 313 | +26 | 2.03% | Q4 2025 | Feb 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,206 | 109 | 0.0% | 0.0% | 314 | -245 | -16.88% | Q4 2025 | Feb 12, 2026 |
| GW&K Investment Management, LLC | History | No change | 1,116 | 101 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Added to | 1,098 | 99 | 0.0% | 0.0% | 316 | +809 | 279.93% | Q4 2025 | Jan 26, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 1,079 | 97 | 0.03% | 0.03% | 317 | -28 | -2.53% | Q4 2025 | Jan 28, 2026 |
| CITIGROUP INC | History | Reduced | 1,071 | 96 | 0.0% | 0.0% | 318 | -1,483 | -58.07% | Q4 2025 | Feb 13, 2026 |
| MeadowBrook Investment Advisors LLC | History | Reduced | 1,065 | 96 | 0.08% | 0.09% | 319 | -100 | -8.58% | Q4 2025 | Jan 14, 2026 |
| Ancora Advisors LLC | History | No change | 1,057 | 95 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Glassman Wealth Services | History | No change | 939 | 84 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Angeles Investment Advisors, LLC | History | No change | 925 | 83 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HOWE & RUSLING INC | History | New | 914 | 82 | 0.01% | — | 323 | +914 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | New | 897 | 81 | 0.0% | — | 324 | +897 | New | Q4 2025 | Feb 17, 2026 |
| Millstone Evans Group, LLC | History | New | 867 | 78 | 0.05% | — | 325 | +867 | New | Q4 2025 | Feb 02, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 862 | 77 | 0.01% | — | 326 | +862 | New | Q4 2025 | Feb 03, 2026 |
| Anchor Investment Management, LLC | History | No change | 830 | 75 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 792 | 71 | 0.02% | 0.02% | 328 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 785 | 70 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| First Pacific Financial | History | New | 771 | 69 | 0.01% | — | 330 | +771 | New | Q4 2025 | Jan 16, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 750 | 67 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| S&T BANK/PA | History | No change | 706 | 63 | 0.02% | 0.02% | 332 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 600 | 54 | 0.01% | 0.01% | 333 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Root Financial Partners, LLC | History | Added to | 570 | 51 | 0.0% | 0.0% | 334 | +443 | 348.82% | Q4 2025 | Feb 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 562 | 50 | 0.0% | 0.01% | 335 | -6,181 | -91.67% | Q4 2025 | Jan 23, 2026 |
| Main Management LLC | History | Added to | 540 | 49 | 0.0% | 0.0% | 336 | +24 | 4.65% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 531 | 48 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Added to | 510 | 46 | 0.04% | 0.04% | 339 | +11 | 2.2% | Q4 2025 | Jan 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 516 | 46 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 518 | 46 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 486 | 43 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Lummis Asset Management, LP | History | No change | 464 | 41 | 0.03% | 0.03% | 342 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 445 | 40 | 0.04% | — | 345 | +445 | New | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 444 | 40 | 0.0% | 0.0% | 344 | +1 | 0.23% | Q4 2025 | Feb 13, 2026 |
| CVA Family Office, LLC | History | No change | 450 | 40 | 0.0% | 0.01% | 343 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 415 | 37 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 408 | 36 | 0.0% | 0.0% | 347 | +224 | 121.74% | Q4 2025 | Feb 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 355 | 32 | 0.0% | 0.0% | 348 | +5 | 1.43% | Q4 2025 | Jan 30, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 352 | 31 | 0.01% | — | 349 | +352 | New | Q4 2025 | Feb 09, 2026 |
| Dorato Capital Management | History | New | 305 | 29 | 0.02% | — | 350 | +305 | New | Q4 2025 | Jan 16, 2026 |
| Asset Dedication, LLC | History | No change | 311 | 28 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Parkside Financial Bank & Trust | History | No change | 300 | 27 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Jackson Hole Capital Partners, LLC | History | Added to | 298 | 26 | 0.0% | 0.0% | 353 | +7 | 2.41% | Q4 2025 | Jan 30, 2026 |
| Dogwood Wealth Management LLC | History | No change | 289 | 26 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Princeton Global Asset Management LLC | History | No change | 282 | 25 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 256 | 23 | 0.0% | — | 356 | +256 | New | Q4 2025 | Feb 05, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 259 | 23 | 0.01% | 0.01% | 358 | +7 | 2.78% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | No change | 262 | 23 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WealthCollab, LLC | History | New | 250 | 22 | 0.01% | — | 362 | +250 | New | Q4 2025 | Jan 27, 2026 |
| Horizons Wealth Management | History | New | 244 | 22 | 0.01% | — | 360 | +244 | New | Q4 2025 | Jan 05, 2026 |
| United Community Bank | History | New | 244 | 22 | 0.01% | — | 361 | +244 | New | Q4 2025 | Jan 30, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 245 | 22 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EFG International AG | History | New | 235 | 21 | 0.0% | — | 364 | +235 | New | Q4 2025 | Feb 17, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 235 | 21 | 0.01% | 0.01% | 363 | +6 | 2.62% | Q4 2025 | Jan 08, 2026 |
| Canton Hathaway, LLC | History | New | 224 | 20 | 0.0% | — | 365 | +224 | New | Q4 2025 | Jan 21, 2026 |
| City State Bank | History | No change | 200 | 18 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BankPlus Trust Department | History | No change | 203 | 18 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Arax Advisory Partners | History | New | 194 | 17 | 0.0% | — | 368 | +194 | New | Q4 2025 | Feb 13, 2026 |
| OPTIMA CAPITAL LLC | History | New | 181 | 16 | 0.01% | — | 370 | +181 | New | Q4 2025 | Jan 23, 2026 |
| Rossby Financial, LCC | History | Added to | 185 | 16 | 0.0% | 0.0% | 369 | +59 | 46.83% | Q4 2025 | Feb 12, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 177 | 15 | 0.0% | — | 371 | +177 | New | Q4 2025 | Feb 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 168 | 15 | 0.0% | 0.0% | 372 | +109 | 184.75% | Q4 2025 | Jan 08, 2026 |
| US BANCORP \DE\ | History | No change | 147 | 13 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Sage Mountain Advisors LLC | History | No change | 149 | 13 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 149 | 13 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Clearstead Advisors, LLC | History | No change | 129 | 11 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| McIlrath & Eck, LLC | History | No change | 131 | 11 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| IAG Wealth Partners, LLC | History | No change | 125 | 11 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NorthAvenue LLC | History | New | 113 | 10 | 0.01% | — | 380 | +113 | New | Q4 2025 | Apr 02, 2026 |
| Russell Investments Group, Ltd. | History | No change | 119 | 10 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 101 | 9 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Avion Wealth | History | Reduced | 95 | 8 | 0.0% | 0.01% | 383 | -469 | -83.16% | Q4 2025 | Jan 23, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 98 | 8 | 0.0% | 0.0% | 385 | +75 | 326.09% | Q4 2025 | Feb 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 93 | 8 | 0.0% | 0.0% | 382 | +12 | 14.81% | Q4 2025 | Feb 17, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 91 | 8 | 0.0% | 0.0% | 384 | -4 | -4.21% | Q4 2025 | Jan 28, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 82 | 7 | 0.0% | 0.0% | 387 | +2 | 2.5% | Q4 2025 | Jan 22, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 80 | 7 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 83 | 7 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Triumph Capital Management | History | New | 72 | 6 | 0.0% | — | 389 | +72 | New | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 65 | 5 | 0.0% | 0.0% | 390 | -77 | -54.23% | Q4 2025 | Feb 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 59 | 5 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | New | 47 | 4 | 0.0% | — | 395 | +47 | New | Q4 2025 | Jan 22, 2026 |
| CoreCap Advisors, LLC | History | Added to | 54 | 4 | 0.0% | 0.0% | 394 | +29 | 116.0% | Q4 2025 | Jan 13, 2026 |
| AlphaCore Capital LLC | History | No change | 50 | 4 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TSFG, LLC | History | No change | 49 | 4 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Abound Wealth Management | History | New | 37 | 3 | 0.0% | — | 398 | +37 | New | Q4 2025 | Jan 12, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 34 | 3 | 0.0% | 0.0% | 396 | -2 | -5.56% | Q4 2025 | Jan 29, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 43 | 3 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Dunhill Financial, LLC | History | Added to | 30 | 2 | 0.0% | 0.0% | 400 | +1 | 3.45% | Q4 2025 | Jan 29, 2026 |
| Sunbelt Securities, Inc. | History | No change | 32 | 2 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| LRI Investments, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ankerstar Wealth, LLC | History | New | 17 | 1 | 0.0% | — | 405 | +17 | New | Q4 2025 | Feb 12, 2026 |
| SouthState Bank Corp | History | New | 16 | 1 | 0.0% | — | 402 | +16 | New | Q4 2025 | Feb 11, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 21 | 1 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Willis Johnson & Associates, Inc. | History | Closed out | 0 | 0 | — | 3.32% | — | -610,483 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Strategic Investment Advisors / MI | History | Closed out | 0 | 0 | — | 0.0% | — | -421,576 | -100.0% | Q3 2025 | Dec 17, 2025 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.01% | — | -72,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -65,895 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Redhawk Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.56% | — | -55,319 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Fund Evaluation Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -22,263 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MOULTON WEALTH MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.72% | — | -11,222 | -100.0% | Q3 2025 | Oct 08, 2025 |
| Ground Swell Capital, LLC | History | Closed out | 0 | 0 | — | 1.43% | — | -7,477 | -100.0% | Q3 2025 | Nov 06, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,546 | -100.0% | Q3 2025 | Oct 23, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,298 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,881 | -100.0% | Q3 2025 | Nov 13, 2025 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -3,394 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,303 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Valmark Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,690 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Luminvest Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,448 | -100.0% | Q3 2025 | Nov 04, 2025 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,414 | -100.0% | Q3 2025 | Nov 12, 2025 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,194 | -100.0% | Q3 2025 | Mar 31, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,049 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Keener Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,045 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BTG Pactual Asset Management US LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -481 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Arlington Trust Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Oct 28, 2025 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -151 | -100.0% | Q3 2025 | Oct 23, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -101 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Migdal Insurance & Financial Holdings Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Colonial Trust Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2025 | Oct 22, 2025 |
| ROTHSCHILD INVESTMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Central Pacific Bank - Trust Division | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |