VANGUARD WORLD FUND - VSGX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | Added to | 3,967,148 | 284,127 | 0.0% | 0.0% | 1 | +147,588 | 3.86% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Added to | 1,619,657 | 115,999 | 0.01% | 0.01% | 2 | +2,095 | 0.13% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 1,399,501 | 100,232 | 0.07% | 0.07% | 3 | +106,602 | 8.25% | Q4 2025 | Feb 17, 2026 |
| Leo Wealth, LLC | History | Added to | 840,991 | 60,257 | 4.37% | 5.56% | 4 | +223,277 | 36.15% | Q4 2025 | Jan 21, 2026 |
| ROYAL BANK OF CANADA | History | New | 583,526 | 41,792 | 0.01% | — | 5 | +583,526 | New | Q4 2025 | Feb 17, 2026 |
| Harpswell Capital Advisors, LLC | History | Reduced | 573,300 | 41,059 | 32.55% | 37.96% | 6 | -500 | -0.09% | Q4 2025 | Feb 11, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 500,363 | 35,836 | 3.44% | 3.46% | 7 | +5,888 | 1.19% | Q4 2025 | Feb 11, 2026 |
| SCS Capital Management LLC | History | Reduced | 444,824 | 31,858 | 0.34% | 0.35% | 8 | -12,198 | -2.67% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 439,731 | 31,493 | 0.01% | 0.01% | 9 | +60,303 | 15.89% | Q4 2025 | Feb 18, 2026 |
| Boston Trust Walden Corp | History | Added to | 344,906 | 24,702 | 0.19% | 0.15% | 10 | +41,455 | 13.66% | Q4 2025 | Jan 28, 2026 |
| Facet Wealth, Inc. | History | Added to | 318,179 | 24,455 | 0.43% | 0.44% | 11 | +12,308 | 4.02% | Q4 2025 | Jan 29, 2026 |
| Prime Buchholz LLC | History | Reduced | 279,700 | 20,032 | 11.89% | 11.05% | 12 | -10,230 | -3.53% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 270,905 | 19,402 | 0.0% | 0.0% | 13 | +15,417 | 6.03% | Q4 2025 | Feb 17, 2026 |
| Sellwood Investment Partners LLC | History | Reduced | 268,597 | 19,236 | 7.51% | 7.61% | 14 | -6,915 | -2.51% | Q4 2025 | Jan 26, 2026 |
| Cerity Partners LLC | History | Added to | 251,683 | 18,025 | 0.03% | 0.03% | 15 | +12,941 | 5.42% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 251,039 | 17,979 | 0.0% | — | 16 | +251,039 | New | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 249,516 | 17,870 | 0.0% | 0.0% | 17 | -6,840 | -2.67% | Q4 2025 | Feb 17, 2026 |
| Refined Wealth Management | History | Reduced | 238,673 | 17,093 | 11.51% | 10.73% | 18 | -2,138 | -0.89% | Q4 2025 | Jan 15, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 234,527 | 16,797 | 2.02% | 2.05% | 19 | -518 | -0.22% | Q4 2025 | Jan 20, 2026 |
| UBS Group AG | History | Reduced | 223,523 | 16,008 | 0.0% | 0.0% | 20 | -4,498 | -1.97% | Q4 2025 | Jan 29, 2026 |
| LifeGuide Financial Advisors, LLC | History | Added to | 191,546 | 13,915 | 4.62% | 4.59% | 21 | +1,281 | 0.67% | Q4 2025 | Jan 05, 2026 |
| SPINNAKER TRUST | History | Reduced | 174,012 | 12,462 | 0.67% | 0.69% | 22 | -5,239 | -2.92% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Added to | 172,539 | 12,357 | 0.01% | 0.01% | 23 | +17,978 | 11.63% | Q4 2025 | Feb 13, 2026 |
| Angeles Investment Advisors, LLC | History | Added to | 168,280 | 12,052 | 0.8% | 0.43% | 24 | +73,450 | 77.45% | Q4 2025 | Feb 17, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 163,849 | 11,734 | 0.02% | 0.02% | 25 | -2,844 | -1.71% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 161,688 | 11,580 | 0.08% | 0.07% | 26 | +34,891 | 27.52% | Q4 2025 | Feb 18, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 157,179 | 11,257 | 0.86% | 0.84% | 27 | +2,317 | 1.5% | Q4 2025 | Jan 23, 2026 |
| Apella Capital, LLC | History | Added to | 156,741 | 11,225 | 0.22% | 0.13% | 28 | +72,219 | 85.44% | Q4 2025 | Jan 21, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 156,677 | 11,221 | 3.09% | 3.07% | 29 | +1,848 | 1.19% | Q4 2025 | Jan 23, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 152,633 | 10,931 | 2.53% | 2.53% | 30 | -1,378 | -0.89% | Q4 2025 | Jan 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 149,770 | 10,726 | 0.21% | 0.21% | 31 | -1,302 | -0.86% | Q4 2025 | Feb 05, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 145,259 | 10,403 | 7.82% | 7.77% | 32 | +6,449 | 4.65% | Q4 2025 | Jan 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 145,017 | 10,386 | 0.01% | 0.01% | 33 | +797 | 0.55% | Q4 2025 | Feb 06, 2026 |
| Crewe Advisors LLC | History | Reduced | 140,223 | 10,042 | 0.89% | 0.98% | 34 | -7,310 | -4.95% | Q4 2025 | Jan 16, 2026 |
| FIDUCIARY TRUST CO | History | No change | 139,218 | 9,970 | 0.11% | 0.11% | 35 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 138,963 | 9,952 | 0.01% | 0.01% | 36 | +16,281 | 13.27% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 135,107 | 9,676 | 0.0% | 0.0% | 37 | +3,646 | 2.77% | Q4 2025 | Feb 11, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 130,594 | 9,353 | 0.36% | 0.19% | 38 | +61,839 | 89.94% | Q4 2025 | Jan 29, 2026 |
| Financial Connections Group, Inc. | History | Added to | 128,916 | 9,232 | 3.17% | 3.17% | 39 | +11,809 | 10.08% | Q4 2025 | Jan 23, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 121,735 | 8,718 | 0.73% | 0.76% | 40 | -2,693 | -2.16% | Q4 2025 | Feb 09, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 120,539 | 8,632 | 0.29% | 0.29% | 41 | -268 | -0.22% | Q4 2025 | Feb 17, 2026 |
| Garde Capital, Inc. | History | Added to | 120,225 | 8,610 | 0.51% | 0.4% | 42 | +2,917 | 2.49% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 119,710 | 8,573 | 0.01% | 0.01% | 43 | +10,960 | 10.08% | Q4 2025 | Feb 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 114,318 | 8,187 | 0.0% | 0.0% | 44 | -63,987 | -35.89% | Q4 2025 | Feb 10, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 114,200 | 8,179 | 0.15% | 0.14% | 45 | +13,515 | 13.42% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 112,490 | 8,056 | 0.0% | 0.0% | 46 | -127 | -0.11% | Q4 2025 | Mar 25, 2026 |
| Composition Wealth, LLC | History | Added to | 110,956 | 7,946 | 0.11% | 0.11% | 47 | +7,312 | 7.05% | Q4 2025 | Feb 02, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | New | 108,538 | 7,773 | 2.01% | — | 48 | +108,538 | New | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 100,877 | 7,224 | 0.01% | 0.01% | 49 | +20,852 | 26.06% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 97,750 | 7,001 | 0.23% | — | 50 | +97,750 | New | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 93,460 | 6,693 | 0.02% | 0.02% | 51 | +261 | 0.28% | Q4 2025 | Feb 13, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 92,809 | 6,646 | 0.22% | 0.18% | 52 | +20,736 | 28.77% | Q4 2025 | Feb 11, 2026 |
| Farrell Financial LLC | History | Added to | 92,735 | 6,641 | 3.92% | 3.71% | 53 | +7,316 | 8.56% | Q4 2025 | Jan 12, 2026 |
| O'Brien Wealth Partners LLC | History | Reduced | 89,713 | 6,425 | 0.85% | 0.86% | 54 | -1,471 | -1.61% | Q4 2025 | Jan 22, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 88,101 | 6,309 | 0.73% | 0.62% | 55 | +17,279 | 24.4% | Q4 2025 | Feb 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 87,631 | 6,276 | 0.0% | 0.0% | 56 | +2,628 | 3.09% | Q4 2025 | Feb 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 86,567 | 6,199 | 0.09% | 0.08% | 57 | +5,349 | 6.59% | Q4 2025 | Feb 17, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 84,453 | 6,048 | 0.11% | 0.11% | 58 | +5,468 | 6.92% | Q4 2025 | Jan 16, 2026 |
| Focus Partners Wealth | History | Added to | 83,443 | 5,975 | 0.01% | 0.01% | 59 | +18,245 | 27.98% | Q4 2025 | Feb 13, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 83,250 | 5,962 | 2.41% | 2.73% | 60 | -3,214 | -3.72% | Q4 2025 | Jan 21, 2026 |
| US BANCORP \DE\ | History | Added to | 82,589 | 5,915 | 0.01% | 0.0% | 61 | +31,575 | 61.89% | Q4 2025 | Jan 30, 2026 |
| Quent Capital, LLC | History | Reduced | 81,817 | 5,859 | 0.42% | 0.48% | 62 | -573 | -0.7% | Q4 2025 | Jan 29, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 78,735 | 5,639 | 0.12% | 0.13% | 63 | -2,985 | -3.65% | Q4 2025 | Jan 07, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 77,365 | 5,540 | 0.77% | 0.81% | 64 | +649 | 0.85% | Q4 2025 | Feb 09, 2026 |
| Human Investing LLC | History | Added to | 76,817 | 5,501 | 0.78% | 0.79% | 65 | +94 | 0.12% | Q4 2025 | Jan 27, 2026 |
| Cresset Asset Management, LLC | History | Added to | 73,562 | 5,268 | 0.02% | 0.02% | 66 | +962 | 1.33% | Q4 2025 | Feb 17, 2026 |
| New Covenant Trust Company, N.A. | History | Added to | 65,383 | 4,750 | 4.28% | 4.0% | 67 | +3,432 | 5.54% | Q4 2025 | Jan 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 60,921 | 4,363 | 0.01% | 0.0% | 68 | +7,009 | 13.0% | Q4 2025 | Feb 12, 2026 |
| AMG National Trust Bank | History | Added to | 58,175 | 4,166 | 0.1% | 0.09% | 69 | +3,521 | 6.44% | Q4 2025 | Jan 30, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 58,145 | 4,164 | 1.61% | 1.56% | 70 | +626 | 1.09% | Q4 2025 | Jan 21, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 57,700 | 4,132 | 0.32% | 0.31% | 71 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DeDora Capital, Inc. | History | Added to | 52,686 | 3,773 | 0.89% | 0.82% | 72 | +3,740 | 7.64% | Q4 2025 | Jan 22, 2026 |
| BROWN ADVISORY INC | History | New | 52,667 | 3,771 | 0.01% | — | 73 | +52,667 | New | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 50,654 | 3,627 | 0.0% | 0.0% | 74 | +39,635 | 359.7% | Q4 2025 | Mar 09, 2026 |
| Ledyard National Bank | History | Reduced | 47,293 | 3,387 | 0.29% | 0.3% | 75 | -525 | -1.1% | Q4 2025 | Jan 21, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 46,202 | 3,308 | 2.35% | 2.36% | 76 | -374 | -0.8% | Q4 2025 | Feb 13, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 45,757 | 3,277 | 1.48% | 1.38% | 77 | +1,831 | 4.17% | Q4 2025 | Feb 03, 2026 |
| Boston Standard Wealth Management, LLC | History | Reduced | 44,684 | 3,200 | 0.53% | 0.53% | 78 | -574 | -1.27% | Q4 2025 | Jan 07, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 42,626 | 3,185 | 1.03% | 1.0% | 79 | +215 | 0.51% | Q4 2025 | Jan 22, 2026 |
| Pathstone Holdings, LLC | History | New | 43,527 | 3,117 | 0.01% | — | 80 | +43,527 | New | Q4 2025 | Feb 13, 2026 |
| Brooklyn FI, LLC | History | Added to | 43,026 | 3,081 | 0.66% | 0.66% | 81 | +903 | 2.14% | Q4 2025 | Jan 21, 2026 |
| BFSG, LLC | History | No change | 41,538 | 2,974 | 0.29% | 0.28% | 82 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Wealthfront Advisers LLC | History | Added to | 41,472 | 2,970 | 0.01% | 0.01% | 84 | +6,922 | 20.03% | Q4 2025 | Jan 30, 2026 |
| Haverford Trust Co | History | Reduced | 41,482 | 2,970 | 0.03% | 0.03% | 83 | -214 | -0.51% | Q4 2025 | Feb 13, 2026 |
| Carr Financial Group Corp | History | Added to | 41,189 | 2,949 | 0.78% | 0.78% | 85 | +55 | 0.13% | Q4 2025 | Jan 09, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 40,842 | 2,925 | 0.02% | 0.02% | 86 | -3,548 | -7.99% | Q4 2025 | Feb 03, 2026 |
| DAVIS R M INC | History | Added to | 40,332 | 2,888 | 0.05% | 0.04% | 87 | +4,415 | 12.29% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 39,783 | 2,849 | 0.01% | 0.01% | 88 | +174 | 0.44% | Q4 2025 | Feb 17, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 36,727 | 2,630 | 0.81% | 0.81% | 89 | -377 | -1.02% | Q4 2025 | Feb 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 33,875 | 2,497 | 0.0% | 0.0% | 90 | -3,653 | -9.73% | Q4 2025 | Jan 08, 2026 |
| ORSER CAPITAL MANAGEMENT, LLC | History | Added to | 34,520 | 2,472 | 1.4% | 1.22% | 91 | +1,140 | 3.42% | Q4 2025 | Jan 12, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 33,790 | 2,420 | 0.43% | 0.44% | 92 | -459 | -1.34% | Q4 2025 | Feb 17, 2026 |
| MAYPORT, LLC | History | Reduced | 33,335 | 2,387 | 0.48% | 0.53% | 93 | -1,846 | -5.25% | Q4 2025 | Jan 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 33,193 | 2,377 | 0.01% | 0.01% | 94 | +3,562 | 12.02% | Q4 2025 | Feb 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 32,744 | 2,346 | 0.0% | 0.0% | 95 | -713 | -2.13% | Q4 2025 | Feb 17, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 32,277 | 2,311 | 0.04% | 0.05% | 96 | -5,677 | -14.96% | Q4 2025 | Feb 17, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 32,182 | 2,304 | 0.29% | 0.27% | 97 | +2,282 | 7.63% | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 31,481 | 2,254 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| West Financial Advisors, LLC | History | Reduced | 30,957 | 2,217 | 0.37% | 0.36% | 99 | -415 | -1.32% | Q4 2025 | Jan 13, 2026 |
| SENTINEL TRUST CO LBA | History | Reduced | 27,862 | 1,995 | 0.2% | 0.2% | 100 | -231 | -0.82% | Q4 2025 | Jan 29, 2026 |
| Allworth Financial LP | History | New | 27,378 | 1,960 | 0.01% | — | 101 | +27,378 | New | Q4 2025 | Feb 05, 2026 |
| Paragon Capital Management Ltd | History | Added to | 27,260 | 1,952 | 0.39% | 0.27% | 102 | +6,743 | 32.87% | Q4 2025 | Jan 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 26,905 | 1,926 | 0.02% | 0.01% | 103 | +20,208 | 301.75% | Q4 2025 | Jan 23, 2026 |
| WoodTrust Financial Corp | History | Added to | 26,582 | 1,904 | 0.22% | 0.14% | 104 | +9,756 | 57.98% | Q4 2025 | Jan 30, 2026 |
| Sageworth Trust Co | History | No change | 26,008 | 1,862 | 0.08% | 0.08% | 105 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 25,100 | 1,797 | 0.03% | 0.03% | 106 | +442 | 1.79% | Q4 2025 | Jan 16, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 24,871 | 1,781 | 0.72% | 0.69% | 107 | -421 | -1.66% | Q4 2025 | Feb 13, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 24,304 | 1,740 | 0.28% | 0.27% | 108 | +79 | 0.33% | Q4 2025 | Feb 24, 2026 |
| LFA - Lugano Financial Advisors SA | History | New | 23,684 | 1,696 | 0.88% | — | 109 | +23,684 | New | Q4 2025 | Jan 29, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 23,289 | 1,667 | 0.81% | 0.81% | 110 | -287 | -1.22% | Q4 2025 | Feb 09, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 23,187 | 1,660 | 0.16% | 0.16% | 111 | +238 | 1.04% | Q4 2025 | Jan 29, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 22,589 | 1,617 | 0.16% | 0.16% | 112 | -585 | -2.52% | Q4 2025 | Feb 02, 2026 |
| HEADINVEST, LLC | History | Added to | 22,219 | 1,591 | 0.32% | 0.28% | 113 | +2,755 | 14.15% | Q4 2025 | Feb 02, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 22,035 | 1,578 | 0.37% | 0.38% | 114 | -350 | -1.56% | Q4 2025 | Feb 06, 2026 |
| Northland Capital Management LLC | History | Reduced | 21,616 | 1,548 | 0.87% | 0.88% | 115 | -60 | -0.28% | Q4 2025 | Jan 20, 2026 |
| Betterment LLC | History | Added to | 21,294 | 1,525 | 0.0% | 0.0% | 116 | +1,767 | 9.05% | Q4 2025 | Feb 12, 2026 |
| Savant Capital, LLC | History | Reduced | 21,194 | 1,517 | 0.01% | 0.01% | 117 | -192 | -0.9% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | Added to | 20,324 | 1,455 | 0.01% | 0.01% | 118 | +37 | 0.18% | Q4 2025 | Feb 18, 2026 |
| Hardy Reed LLC | History | No change | 20,305 | 1,454 | 0.1% | 0.1% | 119 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 20,268 | 1,451 | 0.0% | 0.0% | 120 | +590 | 3.0% | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | No change | 20,017 | 1,433 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ballentine Partners, LLC | History | No change | 19,108 | 1,368 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Quadrature Capital Ltd | History | Added to | 19,081 | 1,366 | 0.01% | 0.01% | 123 | +7,688 | 67.48% | Q4 2025 | Feb 17, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 17,923 | 1,353 | 0.03% | 0.03% | 124 | -372 | -2.03% | Q4 2025 | Jan 28, 2026 |
| LIBRA WEALTH LLC | History | Reduced | 18,581 | 1,330 | 0.37% | 0.41% | 125 | -1,226 | -6.19% | Q4 2025 | Jan 28, 2026 |
| Addison Advisors LLC | History | Reduced | 18,481 | 1,323 | 0.3% | 0.3% | 126 | -123 | -0.66% | Q4 2025 | Feb 06, 2026 |
| JNBA Financial Advisors | History | Added to | 18,470 | 1,322 | 0.12% | 0.12% | 127 | +105 | 0.57% | Q4 2025 | Jan 26, 2026 |
| LRI Investments, LLC | History | Reduced | 17,706 | 1,268 | 0.1% | 0.11% | 128 | -1,614 | -8.35% | Q4 2025 | Feb 04, 2026 |
| Financial Council, LLC | History | Reduced | 17,398 | 1,246 | 0.5% | 0.55% | 129 | -569 | -3.17% | Q4 2025 | Feb 05, 2026 |
| Old Peak Finance LLC | History | New | 17,354 | 1,242 | 0.77% | — | 130 | +17,354 | New | Q4 2025 | Feb 10, 2026 |
| CGN Advisors LLC | History | Reduced | 17,286 | 1,238 | 0.1% | 0.11% | 131 | -1,988 | -10.31% | Q4 2025 | Jan 05, 2026 |
| CHOREO, LLC | History | No change | 17,079 | 1,228 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 17,145 | 1,227 | 0.0% | 0.0% | 133 | -517 | -2.93% | Q4 2025 | Feb 11, 2026 |
| WealthCollab, LLC | History | Added to | 16,831 | 1,205 | 0.49% | 0.53% | 134 | +78 | 0.47% | Q4 2025 | Jan 27, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 16,801 | 1,203 | 0.03% | 0.03% | 135 | -532 | -3.07% | Q4 2025 | Jan 28, 2026 |
| Family CFO Inc | History | Added to | 16,612 | 1,189 | 0.53% | 0.53% | 136 | +2 | 0.01% | Q4 2025 | Jan 23, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 16,300 | 1,167 | 0.05% | 0.04% | 137 | +2,800 | 20.74% | Q4 2025 | Jan 16, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 16,230 | 1,162 | 0.0% | 0.0% | 138 | +192 | 1.2% | Q4 2025 | Feb 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 16,168 | 1,157 | 0.02% | 0.01% | 139 | +3,163 | 24.32% | Q4 2025 | Jan 22, 2026 |
| AMARA FINANCIAL, LLC. | History | Reduced | 16,038 | 1,148 | 0.8% | 0.82% | 140 | -10 | -0.06% | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Added to | 16,010 | 1,147 | 0.0% | 0.0% | 141 | +4,258 | 36.23% | Q4 2025 | Jan 26, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 15,531 | 1,117 | 0.02% | 0.02% | 142 | +739 | 5.0% | Q4 2025 | Feb 05, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 15,530 | 1,112 | 0.37% | 0.4% | 143 | -1,416 | -8.36% | Q4 2025 | Jan 12, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 1,364 | 1,109 | 0.66% | 0.65% | 144 | -13,463 | -90.8% | Q4 2025 | Jan 13, 2026 |
| Modera Wealth Management, LLC | History | Added to | 15,392 | 1,102 | 0.01% | 0.01% | 145 | +113 | 0.74% | Q4 2025 | Jan 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 15,049 | 1,077 | 0.02% | 0.03% | 146 | -1,667 | -9.97% | Q4 2025 | Feb 09, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 14,976 | 1,072 | 0.0% | 0.0% | 147 | -42,715 | -74.04% | Q4 2025 | Feb 10, 2026 |
| Mallini Complete Financial Planning LLC | History | Added to | 14,815 | 1,061 | 0.85% | 0.83% | 148 | +45 | 0.3% | Q4 2025 | Jan 06, 2026 |
| Well Done, LLC | History | Reduced | 14,733 | 1,055 | 0.16% | 0.18% | 149 | -534 | -3.5% | Q4 2025 | Jan 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 14,639 | 1,048 | 0.01% | 0.01% | 150 | -165 | -1.11% | Q4 2025 | Jan 26, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 14,559 | 1,042 | 0.13% | 0.13% | 151 | -132 | -0.9% | Q4 2025 | Jan 14, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 13,482 | 1,037 | 0.02% | 0.01% | 152 | +8,554 | 173.58% | Q4 2025 | Feb 09, 2026 |
| RFG Advisory, LLC | History | Added to | 14,255 | 1,020 | 0.02% | 0.02% | 153 | +1,039 | 7.86% | Q4 2025 | Feb 03, 2026 |
| Wedmont Private Capital | History | Reduced | 13,878 | 1,018 | 0.04% | 0.04% | 154 | -1,847 | -11.75% | Q4 2025 | Jan 08, 2026 |
| Optas, LLC | History | No change | 14,189 | 1,016 | 0.16% | 0.17% | 155 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Thayer Partners, LLC / MA | History | New | 14,174 | 1,015 | 0.49% | — | 156 | +14,174 | New | Q4 2025 | Feb 05, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 13,956 | 999 | 0.1% | 0.09% | 157 | +1,706 | 13.93% | Q4 2025 | Jan 27, 2026 |
| Sageworth Trust Co of South Dakota | History | Added to | 13,848 | 991 | 0.81% | 0.81% | 158 | +1,477 | 11.94% | Q4 2025 | Jan 30, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 13,678 | 979 | 0.14% | 0.14% | 159 | +35 | 0.26% | Q4 2025 | Jan 15, 2026 |
| Ramiah Investment Group | History | Added to | 12,934 | 926 | 0.91% | 0.71% | 160 | +2,529 | 24.31% | Q4 2025 | Jan 28, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 12,931 | 926 | 0.65% | 0.68% | 161 | +304 | 2.41% | Q4 2025 | Feb 11, 2026 |
| Fiduciary Wealth Partners, LLC | History | No change | 12,760 | 913 | 0.37% | 0.37% | 162 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Caprock Group, LLC | History | Reduced | 12,732 | 911 | 0.02% | 0.03% | 163 | -7,672 | -37.6% | Q4 2025 | Jan 28, 2026 |
| Ramirez Asset Management, Inc. | History | Reduced | 12,693 | 909 | 0.12% | 0.12% | 164 | -176 | -1.37% | Q4 2025 | Feb 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 12,688 | 908 | 0.02% | 0.02% | 165 | -187 | -1.45% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 12,640 | 905 | 0.0% | 0.0% | 166 | +195 | 1.57% | Q4 2025 | Feb 13, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 12,606 | 902 | 0.24% | 0.25% | 167 | -235 | -1.83% | Q4 2025 | Jan 26, 2026 |
| Capital Advantage, Inc. | History | Added to | 12,588 | 901 | 0.12% | 0.12% | 168 | +978 | 8.42% | Q4 2025 | Jan 07, 2026 |
| MATHER GROUP, LLC. | History | Added to | 12,379 | 886 | 0.01% | 0.01% | 169 | +407 | 3.4% | Q4 2025 | Jan 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 12,025 | 861 | 0.0% | 0.0% | 170 | +885 | 7.94% | Q4 2025 | Mar 16, 2026 |
| Values Added Financial LLC | History | No change | 11,790 | 844 | 0.36% | 0.36% | 171 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 11,635 | 833 | 0.08% | 0.08% | 172 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 11,434 | 819 | 0.01% | 0.01% | 173 | +34 | 0.3% | Q4 2025 | Feb 10, 2026 |
| Clearstead Advisors, LLC | History | Added to | 11,324 | 811 | 0.01% | 0.01% | 174 | +5,662 | 100.0% | Q4 2025 | Feb 09, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 11,092 | 794 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 10,986 | 787 | 0.0% | — | 176 | +10,986 | New | Q4 2025 | Feb 05, 2026 |
| NewEdge Wealth, LLC | History | Added to | 10,991 | 787 | 0.01% | 0.01% | 177 | +2 | 0.02% | Q4 2025 | Feb 03, 2026 |
| &PARTNERS | History | Added to | 10,913 | 781 | 0.0% | 0.0% | 178 | +258 | 2.42% | Q4 2025 | Feb 17, 2026 |
| OneAscent Financial Services LLC | History | New | 10,741 | 769 | 0.07% | — | 179 | +10,741 | New | Q4 2025 | Feb 11, 2026 |
| Rock Point Advisors, LLC | History | No change | 10,700 | 766 | 0.19% | 0.2% | 180 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Smithfield Trust Co | History | Reduced | 10,613 | 762 | 0.03% | 0.03% | 181 | -28 | -0.26% | Q4 2025 | Feb 09, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 10,591 | 758 | 0.05% | 0.05% | 182 | +70 | 0.67% | Q4 2025 | Feb 11, 2026 |
| Destination Wealth Management | History | Added to | 10,389 | 744 | 0.02% | 0.02% | 183 | +57 | 0.55% | Q4 2025 | Feb 13, 2026 |
| Meridian Financial Partners LLC | History | Added to | 9,787 | 728 | 0.29% | 0.27% | 184 | +637 | 6.96% | Q4 2025 | Feb 05, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 10,117 | 724 | 0.02% | 0.02% | 185 | +241 | 2.44% | Q4 2025 | Feb 11, 2026 |
| Operose Advisors LLC | History | Added to | 9,975 | 714 | 0.17% | 0.17% | 186 | +408 | 4.26% | Q4 2025 | Feb 10, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 9,933 | 711 | 0.08% | 0.06% | 187 | +4,747 | 91.53% | Q4 2025 | Feb 13, 2026 |
| Choate Investment Advisors | History | New | 9,875 | 707 | 0.01% | — | 188 | +9,875 | New | Q4 2025 | Feb 09, 2026 |
| ANB BANK | History | Reduced | 9,644 | 690 | 0.27% | 0.29% | 189 | -572 | -5.6% | Q4 2025 | Feb 13, 2026 |
| Opes Wealth Management LLC | History | Reduced | 9,611 | 688 | 0.11% | 0.12% | 190 | -95 | -0.98% | Q4 2025 | Feb 02, 2026 |
| Asset Dedication, LLC | History | Added to | 9,259 | 663 | 0.04% | 0.04% | 191 | +1,258 | 15.72% | Q4 2025 | Jan 26, 2026 |
| THOMPSON DAVIS & CO., INC. | History | No change | 9,236 | 661 | 0.4% | 0.4% | 192 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 9,199 | 658 | 0.12% | 0.01% | 193 | -752 | -7.56% | Q4 2025 | Mar 04, 2026 |
| Round Rock Advisors LLC | History | No change | 9,161 | 656 | 0.1% | 0.1% | 194 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 9,052 | 648 | 0.22% | 0.22% | 195 | +634 | 7.53% | Q4 2025 | Jan 21, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | New | 8,949 | 640 | 0.51% | — | 197 | +8,949 | New | Q4 2025 | Feb 12, 2026 |
| Compound Planning, Inc. | History | Reduced | 8,947 | 640 | 0.02% | 0.02% | 196 | -338 | -3.64% | Q4 2025 | Feb 19, 2026 |
| Farnam Financial LLC | History | Added to | 8,622 | 617 | 0.46% | 0.45% | 198 | +335 | 4.04% | Q4 2025 | Jan 26, 2026 |
| Brookstone Capital Management | History | Reduced | 8,314 | 595 | 0.01% | 0.01% | 199 | -32 | -0.38% | Q4 2025 | Jan 15, 2026 |
| Pathway Financial Advisors LLC | History | No change | 8,043 | 592 | 0.07% | 0.07% | 200 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 8,228 | 589 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Truepoint, Inc. | History | Added to | 8,203 | 587 | 0.01% | 0.01% | 202 | +8 | 0.1% | Q4 2025 | Feb 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 8,186 | 586 | 0.0% | 0.0% | 203 | -424 | -4.92% | Q4 2025 | Feb 02, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 8,024 | 575 | 0.0% | 0.0% | 204 | +12 | 0.15% | Q4 2025 | Feb 11, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 7,964 | 570 | 0.03% | 0.03% | 205 | -19 | -0.24% | Q4 2025 | Feb 05, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 7,799 | 558 | 0.23% | 0.23% | 206 | +661 | 9.26% | Q4 2025 | Jan 26, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 7,751 | 555 | 0.02% | 0.02% | 207 | -235 | -2.94% | Q4 2025 | Feb 10, 2026 |
| Krilogy Financial LLC | History | Reduced | 7,288 | 553 | 0.02% | 0.02% | 208 | -795 | -9.84% | Q4 2025 | Jan 27, 2026 |
| Qube Research & Technologies Ltd | History | New | 7,687 | 550 | 0.0% | — | 209 | +7,687 | New | Q4 2025 | Feb 17, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 7,663 | 548 | 0.02% | 0.02% | 210 | +828 | 12.11% | Q4 2025 | Feb 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 7,625 | 546 | 0.05% | 0.05% | 211 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Empower Advisory Group, LLC | History | Added to | 7,595 | 543 | 0.0% | 0.0% | 212 | +11 | 0.15% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | Reduced | 7,581 | 542 | 0.02% | 0.02% | 213 | -2,021 | -21.05% | Q4 2025 | Feb 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,535 | 539 | 0.0% | — | 214 | +7,535 | New | Q4 2025 | Feb 18, 2026 |
| Chemistry Wealth Management LLC | History | No change | 7,516 | 538 | 0.1% | 0.1% | 215 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Private Advisor Group, LLC | History | Reduced | 7,449 | 533 | 0.0% | 0.0% | 216 | -80 | -1.06% | Q4 2025 | Feb 17, 2026 |
| Brickley Wealth Management | History | Reduced | 7,380 | 528 | 0.09% | 0.09% | 217 | -204 | -2.69% | Q4 2025 | Jan 29, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 7,348 | 526 | 0.05% | 0.05% | 218 | +625 | 9.3% | Q4 2025 | Feb 12, 2026 |
| Clark Asset Management, LLC | History | Added to | 7,313 | 523 | 0.05% | 0.04% | 219 | +2,387 | 48.46% | Q4 2025 | Jan 27, 2026 |
| AlphaCore Capital LLC | History | New | 7,238 | 518 | 0.01% | — | 220 | +7,238 | New | Q4 2025 | Feb 05, 2026 |
| CJM Wealth Advisers, Ltd. | History | No change | 7,231 | 517 | 0.15% | 0.15% | 221 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Gilbert & Cook, Inc. | History | No change | 7,081 | 507 | 0.06% | 0.06% | 222 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Midwest Trust Co | History | No change | 7,050 | 504 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 6,850 | 490 | 0.0% | 0.0% | 224 | -6,216 | -47.57% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,786 | 485 | 0.0% | 0.0% | 225 | -9,426 | -58.14% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 6,724 | 481 | 0.01% | 0.0% | 227 | +1,106 | 19.69% | Q4 2025 | Feb 11, 2026 |
| Passive Capital Management, LLC. | History | Added to | 6,724 | 481 | 0.15% | 0.15% | 228 | +245 | 3.78% | Q4 2025 | Feb 05, 2026 |
| Foster Group, Inc. | History | Added to | 6,723 | 481 | 0.01% | 0.01% | 226 | +79 | 1.19% | Q4 2025 | Jan 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 6,669 | 477 | 0.0% | 0.0% | 229 | -100 | -1.48% | Q4 2025 | Jan 29, 2026 |
| Gemmer Asset Management LLC | History | Added to | 6,590 | 472 | 0.04% | 0.04% | 230 | +190 | 2.97% | Q4 2025 | Jan 23, 2026 |
| MilWealth Group LLC | History | Reduced | 6,483 | 464 | 0.11% | 0.12% | 231 | -392 | -5.7% | Q4 2025 | Feb 02, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 6,402 | 458 | 0.01% | 0.02% | 232 | -1,408 | -18.03% | Q4 2025 | Jan 20, 2026 |
| Symmetry Partners, LLC | History | Added to | 6,340 | 454 | 0.03% | 0.04% | 234 | +780 | 14.03% | Q4 2025 | Jan 27, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 6,350 | 454 | 0.06% | 0.06% | 233 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MYECFO, LLC | History | Added to | 6,330 | 453 | 0.19% | 0.16% | 235 | +1,100 | 21.03% | Q4 2025 | Jan 12, 2026 |
| RS CRUM INC. | History | No change | 6,325 | 452 | 0.09% | 0.1% | 236 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 6,315 | 452 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 6,242 | 447 | 0.01% | 0.01% | 238 | -432 | -6.47% | Q4 2025 | Feb 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 6,213 | 444 | 0.0% | 0.0% | 239 | -126 | -1.99% | Q4 2025 | Feb 12, 2026 |
| IFG Advisors, LLC | History | Added to | 6,116 | 438 | 0.07% | 0.07% | 240 | +72 | 1.19% | Q4 2025 | Jan 13, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Reduced | 6,033 | 432 | 0.13% | 0.13% | 241 | -71 | -1.16% | Q4 2025 | Jan 13, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 5,927 | 424 | 0.04% | 0.04% | 242 | -67 | -1.12% | Q4 2025 | Feb 06, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 5,862 | 419 | 0.0% | 0.01% | 243 | -17,284 | -74.67% | Q4 2025 | Feb 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 5,782 | 414 | 0.05% | 0.06% | 244 | -54 | -0.93% | Q4 2025 | Feb 04, 2026 |
| Sterling Group Wealth Management, LLC | History | Reduced | 5,728 | 410 | 0.2% | 0.21% | 245 | -309 | -5.12% | Q4 2025 | Jan 27, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | No change | 5,693 | 407 | 0.07% | 0.08% | 246 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 5,580 | 399 | 0.02% | 0.02% | 247 | +65 | 1.18% | Q4 2025 | Jan 28, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | Added to | 5,562 | 398 | 0.03% | 0.02% | 248 | +450 | 8.8% | Q4 2025 | Jan 27, 2026 |
| KilterHowling LLC | History | Reduced | 5,443 | 389 | 0.2% | 0.21% | 249 | -70 | -1.27% | Q4 2025 | Feb 13, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 5,418 | 388 | 0.18% | 0.14% | 250 | +1,350 | 33.19% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 5,197 | 372 | 0.0% | 0.0% | 251 | +829 | 18.98% | Q4 2025 | Feb 17, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | Added to | 5,184 | 371 | 0.05% | 0.03% | 252 | +1,812 | 53.74% | Q4 2025 | Feb 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 5,151 | 368 | 0.0% | 0.0% | 253 | +11 | 0.21% | Q4 2025 | Feb 05, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 5,149 | 368 | 0.02% | 0.02% | 254 | -2 | -0.04% | Q4 2025 | Jan 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 5,081 | 363 | 0.0% | 0.0% | 255 | -10 | -0.2% | Q4 2025 | Feb 17, 2026 |
| PDS Planning, Inc | History | Reduced | 5,015 | 359 | 0.02% | 0.02% | 256 | -71 | -1.4% | Q4 2025 | Jan 26, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 4,944 | 354 | 0.01% | 0.01% | 258 | -455 | -8.43% | Q4 2025 | Feb 17, 2026 |
| Ferguson Shapiro LLC | History | No change | 4,946 | 354 | 0.11% | 0.11% | 257 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Vantus Wealth LLC | History | New | 4,919 | 352 | 0.26% | — | 260 | +4,919 | New | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Added to | 4,921 | 352 | 0.0% | 0.0% | 259 | +3,836 | 353.55% | Q4 2025 | Feb 13, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 4,852 | 347 | 0.01% | 0.01% | 262 | +49 | 1.02% | Q4 2025 | Jan 20, 2026 |
| Aegis Wealth Management LLC | History | Added to | 4,851 | 347 | 0.2% | 0.18% | 261 | +10 | 0.21% | Q4 2025 | Jan 14, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 4,819 | 345 | 0.07% | 0.05% | 263 | +1,839 | 61.71% | Q4 2025 | Feb 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 4,765 | 341 | 0.0% | — | 264 | +4,765 | New | Q4 2025 | Feb 17, 2026 |
| Zhang Financial LLC | History | No change | 4,774 | 341 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Freedom Financial Partners LLC | History | Added to | 4,716 | 337 | 0.12% | 0.12% | 266 | +23 | 0.49% | Q4 2025 | Jan 06, 2026 |
| One Day In July LLC | History | Reduced | 4,665 | 334 | 0.03% | 0.03% | 267 | -137 | -2.85% | Q4 2025 | Feb 04, 2026 |
| Gordian Advisors LLC | History | Added to | 4,635 | 331 | 0.22% | 0.19% | 268 | +474 | 11.39% | Q4 2025 | Feb 09, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 4,580 | 328 | 0.01% | 0.01% | 269 | -63 | -1.36% | Q4 2025 | Jan 14, 2026 |
| EQUITABLE TRUST CO | History | No change | 4,517 | 323 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 4,471 | 320 | 0.02% | 0.02% | 271 | -8 | -0.18% | Q4 2025 | Feb 02, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,450 | 318 | 0.02% | 0.02% | 272 | -100 | -2.2% | Q4 2025 | Feb 17, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 4,442 | 318 | 0.04% | 0.05% | 273 | +55 | 1.25% | Q4 2025 | Jan 12, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 4,427 | 317 | 0.01% | 0.01% | 274 | +36 | 0.82% | Q4 2025 | Feb 04, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 4,421 | 316 | 0.09% | 0.09% | 275 | +2 | 0.05% | Q4 2025 | Feb 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 4,562 | 315 | 0.01% | — | 276 | +4,562 | New | Q4 2025 | Feb 11, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | New | 4,404 | 315 | 0.0% | — | 277 | +4,404 | New | Q4 2025 | Feb 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,376 | 313 | 0.0% | 0.0% | 278 | -442 | -9.17% | Q4 2025 | Feb 12, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 4,365 | 312 | 0.1% | 0.06% | 279 | +1,521 | 53.48% | Q4 2025 | Jan 21, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 4,366 | 312 | 0.07% | 0.07% | 280 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 4,349 | 311 | 0.0% | 0.0% | 281 | -79 | -1.78% | Q4 2025 | Feb 17, 2026 |
| Firestone Capital Management | History | Added to | 4,296 | 307 | 0.07% | 0.06% | 283 | +243 | 6.0% | Q4 2025 | Feb 09, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 4,300 | 307 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 4,161 | 298 | 0.01% | 0.02% | 284 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Five Pine Wealth Management | History | Added to | 4,155 | 297 | 0.19% | 0.19% | 285 | +19 | 0.46% | Q4 2025 | Jan 21, 2026 |
| Martel Wealth Advisors Inc | History | Reduced | 4,100 | 293 | 0.05% | 0.05% | 287 | -116 | -2.75% | Q4 2025 | Jan 21, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 4,097 | 293 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 4,076 | 291 | 0.11% | 0.11% | 290 | +48 | 1.19% | Q4 2025 | Jan 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 4,074 | 291 | 0.0% | 0.0% | 288 | -14 | -0.34% | Q4 2025 | Jan 29, 2026 |
| 25 LLC | History | Reduced | 4,077 | 291 | 0.09% | 0.1% | 289 | -1 | -0.02% | Q4 2025 | Jan 15, 2026 |
| Archer Investment Management, LLC | History | No change | 4,012 | 287 | 0.15% | 0.17% | 291 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Level Financial Advisors | History | Reduced | 3,965 | 283 | 0.07% | 0.09% | 292 | -647 | -14.03% | Q4 2025 | Jan 26, 2026 |
| Townsend Financial Planning, LLC | History | New | 3,935 | 281 | 0.28% | — | 293 | +3,935 | New | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,917 | 280 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | Added to | 3,875 | 277 | 0.0% | 0.0% | 295 | +2,520 | 185.98% | Q4 2025 | Feb 12, 2026 |
| Aureum Wealth Management, LLC | History | New | 3,850 | 275 | 0.26% | — | 296 | +3,850 | New | Q4 2025 | Jan 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 3,824 | 273 | 0.0% | 0.0% | 298 | +472 | 14.08% | Q4 2025 | Feb 06, 2026 |
| NORTHEAST INVESTMENT MANAGEMENT | History | Added to | 3,823 | 273 | 0.01% | 0.01% | 297 | +29 | 0.76% | Q4 2025 | Feb 04, 2026 |
| Davis Wealth Advisors, LLC | History | New | 3,797 | 271 | 0.23% | — | 299 | +3,797 | New | Q4 2025 | Feb 17, 2026 |
| Sincerus Advisory, LLC | History | Reduced | 3,772 | 270 | 0.22% | 0.24% | 300 | -233 | -5.82% | Q4 2025 | Jan 08, 2026 |
| Waverly Advisors, LLC | History | Reduced | 3,768 | 269 | 0.0% | 0.0% | 301 | -376 | -9.07% | Q4 2025 | Feb 17, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 3,749 | 268 | 0.04% | — | 303 | +3,749 | New | Q4 2025 | Feb 17, 2026 |
| Laurel Wealth Planning LLC | History | No change | 3,744 | 268 | 0.15% | 0.14% | 302 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NATURAL INVESTMENTS, LLC | History | New | 3,732 | 267 | 0.07% | — | 304 | +3,732 | New | Q4 2025 | Jan 23, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 3,710 | 265 | 0.08% | 0.08% | 305 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Carson Advisory Inc. | History | No change | 3,700 | 264 | 0.14% | 0.14% | 306 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ervin Investment Management, LLC | History | No change | 3,668 | 262 | 0.15% | 0.15% | 307 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Ellevest, Inc. | History | Reduced | 3,627 | 259 | 0.04% | 0.04% | 308 | -195 | -5.1% | Q4 2025 | Feb 10, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 3,616 | 258 | 0.06% | 0.06% | 310 | -67 | -1.82% | Q4 2025 | Feb 03, 2026 |
| NCM Capital Management, LLC | History | No change | 3,604 | 258 | 0.1% | 0.1% | 309 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| FC Advisory LLC | History | Added to | 3,573 | 255 | 0.07% | 0.07% | 311 | +42 | 1.19% | Q4 2025 | Jan 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 3,524 | 252 | 0.01% | 0.04% | 312 | -11,910 | -77.17% | Q4 2025 | Feb 17, 2026 |
| Greenspring Advisors, LLC | History | Added to | 3,511 | 251 | 0.02% | 0.04% | 313 | +209 | 6.33% | Q4 2025 | Feb 10, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 3,480 | 249 | 0.03% | 0.04% | 314 | -693 | -16.61% | Q4 2025 | Jan 09, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 3,448 | 246 | 0.01% | 0.02% | 315 | -1,711 | -33.17% | Q4 2025 | Jan 20, 2026 |
| Cornerstone Wealth Advisors, Inc. | History | Added to | 3,445 | 246 | 0.06% | 0.06% | 316 | +55 | 1.62% | Q4 2025 | Jan 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,429 | 245 | 0.0% | 0.0% | 317 | +4 | 0.12% | Q4 2025 | Feb 12, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 3,417 | 244 | 0.01% | 0.01% | 318 | -224 | -6.15% | Q4 2025 | Jan 12, 2026 |
| GTS SECURITIES LLC | History | New | 3,402 | 243 | 0.01% | — | 319 | +3,402 | New | Q4 2025 | Feb 13, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 3,388 | 242 | 0.15% | 0.15% | 320 | +34 | 1.01% | Q4 2025 | Feb 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 3,368 | 241 | 0.02% | 0.02% | 321 | -179 | -5.05% | Q4 2025 | Jan 23, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 3,375 | 241 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Xena Financial Planning, LLC | History | New | 3,364 | 240 | 0.28% | — | 323 | +3,364 | New | Q4 2025 | Jan 15, 2026 |
| CAPITAL MANAGEMENT CORP /VA | History | Reduced | 3,345 | 239 | 0.04% | 0.04% | 324 | -61 | -1.79% | Q4 2025 | Feb 02, 2026 |
| Csenge Advisory Group | History | Added to | 3,326 | 238 | 0.01% | 0.01% | 325 | +39 | 1.19% | Q4 2025 | Feb 06, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | New | 3,314 | 237 | 0.11% | — | 326 | +3,314 | New | Q4 2025 | Feb 10, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 3,291 | 235 | 0.06% | 0.05% | 327 | +117 | 3.69% | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | New | 3,278 | 234 | 0.0% | — | 328 | +3,278 | New | Q4 2025 | Feb 05, 2026 |
| Allegheny Financial Group | History | Added to | 3,280 | 234 | 0.03% | 0.04% | 329 | +232 | 7.61% | Q4 2025 | Feb 02, 2026 |
| Brio Consultants, LLC | History | Reduced | 3,258 | 233 | 0.03% | 0.03% | 330 | -28 | -0.85% | Q4 2025 | Feb 04, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 3,223 | 230 | 0.03% | 0.03% | 331 | +19 | 0.59% | Q4 2025 | Jan 23, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 3,202 | 229 | 0.01% | 0.01% | 332 | -81 | -2.47% | Q4 2025 | Mar 04, 2026 |
| NWAM LLC | History | New | 3,044 | 227 | 0.01% | — | 333 | +3,044 | New | Q4 2025 | Feb 04, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 3,183 | 227 | 0.01% | 0.01% | 334 | +70 | 2.25% | Q4 2025 | Jan 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 3,167 | 226 | 0.0% | — | 335 | +3,167 | New | Q4 2025 | Feb 17, 2026 |
| Black Diamond Financial, LLC | History | No change | 3,085 | 220 | 0.02% | 0.02% | 336 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | New | 3,054 | 218 | 0.01% | — | 337 | +3,054 | New | Q4 2025 | Jan 23, 2026 |
| Panoramic Capital Partners, LLC | History | New | 3,050 | 218 | 0.13% | — | 338 | +3,050 | New | Q4 2025 | Jan 07, 2026 |
| Financial Alternatives, Inc | History | No change | 3,017 | 216 | 0.13% | 0.13% | 339 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 2,986 | 213 | 0.04% | 0.04% | 340 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BLUELINE ADVISORS LLC | History | New | 2,949 | 211 | 0.17% | — | 342 | +2,949 | New | Q4 2025 | Feb 10, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 2,952 | 211 | 0.03% | 0.04% | 341 | +34 | 1.17% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 2,926 | 209 | 0.03% | — | 344 | +2,926 | New | Q4 2025 | Feb 17, 2026 |
| APPLETON PARTNERS INC/MA | History | New | 2,925 | 209 | 0.01% | — | 343 | +2,925 | New | Q4 2025 | Jan 09, 2026 |
| First Pacific Financial | History | Reduced | 2,922 | 209 | 0.03% | 0.03% | 345 | -541 | -15.62% | Q4 2025 | Jan 16, 2026 |
| Keudell/Morrison Wealth Management | History | New | 2,883 | 206 | 0.04% | — | 347 | +2,883 | New | Q4 2025 | Feb 06, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,882 | 206 | 0.06% | 0.06% | 346 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Capstone Financial Advisors, Inc. | History | New | 2,845 | 203 | 0.01% | — | 348 | +2,845 | New | Q4 2025 | Feb 17, 2026 |
| Sprinkle Financial Consultants LLC | History | New | 2,810 | 201 | 0.1% | — | 349 | +2,810 | New | Q4 2025 | Jan 08, 2026 |
| Fiera Capital Corp | History | New | 2,796 | 200 | 0.0% | — | 350 | +2,796 | New | Q4 2025 | Feb 11, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 2,690 | 192 | 0.03% | 0.03% | 351 | -3 | -0.11% | Q4 2025 | Feb 13, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 2,549 | 182 | 0.05% | 0.06% | 352 | -239 | -8.57% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,268 | 162 | 0.0% | — | 353 | +2,268 | New | Q4 2025 | Feb 13, 2026 |
| Navalign, LLC | History | New | 2,230 | 159 | 0.04% | — | 354 | +2,230 | New | Q4 2025 | Feb 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 2,216 | 158 | 0.03% | 0.03% | 355 | -7 | -0.31% | Q4 2025 | Feb 13, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 2,104 | 150 | 0.15% | — | 357 | +2,104 | New | Q4 2025 | Feb 19, 2026 |
| COMERICA BANK | History | Reduced | 2,100 | 150 | 0.0% | 0.0% | 356 | -1,705 | -44.81% | Q4 2025 | Jan 29, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 2,070 | 148 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Abound Wealth Management | History | Added to | 2,040 | 146 | 0.03% | 0.04% | 359 | +9 | 0.44% | Q4 2025 | Jan 12, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,863 | 133 | 0.03% | 0.03% | 360 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,848 | 132 | 0.0% | 0.0% | 361 | -98 | -5.04% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,634 | 117 | 0.01% | — | 363 | +1,634 | New | Q4 2025 | Jan 21, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 1,635 | 117 | 0.01% | 0.01% | 362 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 1,580 | 113 | 0.0% | 0.0% | 364 | +972 | 159.87% | Q4 2025 | Jan 26, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 1,590 | 113 | 0.04% | 0.04% | 365 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,504 | 107 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 1,384 | 99 | 0.05% | 0.06% | 368 | -20 | -1.42% | Q4 2025 | Jan 14, 2026 |
| Urban Financial Advisory Corp | History | Added to | 1,390 | 99 | 0.04% | 0.04% | 367 | +16 | 1.16% | Q4 2025 | Feb 04, 2026 |
| YANKCOM Partnership | History | Reduced | 1,233 | 88 | 0.04% | 0.04% | 369 | -51 | -3.97% | Q4 2025 | Jan 20, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,218 | 87 | 0.01% | 0.0% | 370 | +747 | 158.6% | Q4 2025 | Jan 28, 2026 |
| Bangor Savings Bank | History | No change | 1,140 | 81 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 1,049 | 75 | 0.01% | — | 372 | +1,049 | New | Q4 2025 | Jan 29, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 1,043 | 74 | 0.01% | 0.01% | 374 | -2 | -0.19% | Q4 2025 | Jan 08, 2026 |
| WFA of San Diego, LLC | History | No change | 1,047 | 74 | 0.05% | 0.05% | 373 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Dunhill Financial, LLC | History | Reduced | 971 | 69 | 0.02% | 0.03% | 376 | -667 | -40.72% | Q4 2025 | Jan 29, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 970 | 69 | 0.01% | 0.01% | 375 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Hurley Capital, LLC | History | Added to | 951 | 68 | 0.04% | 0.04% | 377 | +1 | 0.11% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 929 | 66 | 0.0% | 0.0% | 378 | +29 | 3.22% | Q4 2025 | Feb 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 867 | 62 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Evelyn Partners Asset Management Ltd | History | Reduced | 830 | 59 | 0.01% | 0.02% | 380 | -350 | -29.66% | Q4 2025 | Feb 13, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 785 | 56 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 635 | 47 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Fortis Group Advisors, LLC | History | No change | 644 | 46 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Graney & King, LLC | History | Added to | 625 | 44 | 0.03% | 0.03% | 384 | +3 | 0.48% | Q4 2025 | Feb 13, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 613 | 43 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 588 | 42 | 0.01% | — | 387 | +588 | New | Q4 2025 | Jan 27, 2026 |
| Keystone Financial Group, Inc. | History | No change | 600 | 42 | 0.02% | 0.02% | 386 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Winthrop Capital Management, LLC | History | No change | 566 | 41 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DT Investment Partners, LLC | History | Reduced | 571 | 40 | 0.0% | 0.0% | 389 | -188 | -24.77% | Q4 2025 | Feb 10, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 519 | 37 | 0.02% | — | 390 | +519 | New | Q4 2025 | Jan 30, 2026 |
| Roble, Belko & Company, Inc | History | No change | 499 | 36 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Wells Financial Advisors INC | History | No change | 500 | 35 | 0.07% | 0.05% | 392 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| DAGCO, INC. | History | Added to | 436 | 31 | 0.01% | 0.01% | 394 | +5 | 1.16% | Q4 2025 | Jan 08, 2026 |
| Front Row Advisors LLC | History | No change | 444 | 31 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | New | 418 | 30 | 0.0% | — | 395 | +418 | New | Q4 2025 | Feb 13, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 399 | 28 | 0.0% | 0.0% | 396 | +93 | 30.39% | Q4 2025 | Feb 12, 2026 |
| Bogart Wealth, LLC | History | No change | 383 | 27 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 382 | 27 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Piscataqua Savings Bank | History | No change | 390 | 27 | 0.02% | 0.02% | 399 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 370 | 26 | 0.01% | 0.01% | 400 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 372 | 26 | 0.01% | 0.01% | 401 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 361 | 25 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| PRIVATE TRUST CO NA | History | No change | 350 | 25 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 334 | 23 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| American Capital Advisory, LLC | History | No change | 309 | 22 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CoreCap Advisors, LLC | History | No change | 297 | 21 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 290 | 20 | 0.0% | — | 407 | +290 | New | Q4 2025 | Feb 09, 2026 |
| Newton One Investments LLC | History | Reduced | 268 | 19 | 0.01% | 0.01% | 408 | -3 | -1.11% | Q4 2025 | Jan 23, 2026 |
| Millstone Evans Group, LLC | History | No change | 228 | 16 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 211 | 15 | 0.0% | — | 410 | +211 | New | Q4 2025 | Feb 09, 2026 |
| WealthShield Partners, LLC | History | New | 185 | 13 | 0.0% | — | 412 | +185 | New | Q4 2025 | Feb 03, 2026 |
| NBC SECURITIES, INC. | History | No change | 193 | 13 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ASSETMARK, INC | History | New | 175 | 12 | 0.0% | — | 414 | +175 | New | Q4 2025 | Jan 23, 2026 |
| TRUST CO OF VERMONT | History | No change | 178 | 12 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Rice Partnership, LLC | History | Added to | 162 | 11 | 0.0% | 0.0% | 415 | +142 | 710.0% | Q4 2025 | Feb 10, 2026 |
| TD Waterhouse Canada Inc. | History | New | 143 | 10 | 0.0% | — | 417 | +143 | New | Q4 2025 | Jan 27, 2026 |
| Heritage Wealth Advisors | History | No change | 150 | 10 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 134 | 9 | 0.0% | 0.0% | 418 | -11 | -7.59% | Q4 2025 | Feb 17, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 125 | 8 | 0.01% | — | 419 | +125 | New | Q4 2025 | Feb 10, 2026 |
| Kilter Group LLC | History | New | 103 | 7 | 0.0% | — | 421 | +103 | New | Q4 2025 | Feb 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 110 | 7 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | New | 74 | 5 | 0.0% | — | 422 | +74 | New | Q4 2025 | Jan 28, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 78 | 5 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Added to | 69 | 4 | 0.0% | 0.0% | 424 | +1 | 1.47% | Q4 2025 | Feb 09, 2026 |
| Sunbelt Securities, Inc. | History | No change | 18 | 1 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| CURIO WEALTH, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44,769 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TFO Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -11,678 | -100.0% | Q3 2025 | Oct 21, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,607 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIMON QUICK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,928 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Charter Capital Management, LLC\DE | History | Closed out | 0 | 0 | — | 0.12% | — | -3,300 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Ashton Thomas Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,037 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,686 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,177 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,655 | -100.0% | Q3 2025 | Jan 12, 2026 |
| Alpine Bank Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -1,262 | -100.0% | Q3 2025 | Oct 22, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,209 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -872 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -260 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Truvestments Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SIGNATUREFD, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |