VANGUARD WELLINGTON FUND - VTES
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,313,515 | 133,420 | 0.2% | 0.23% | 1 | -61,259 | -4.46% | Q4 2025 | Feb 18, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 668,567 | 67,909 | 5.93% | 5.82% | 2 | +32,412 | 5.09% | Q4 2025 | Feb 12, 2026 |
| Gleason Group, Inc. | History | Reduced | 283,444 | 28,790 | 2.82% | 3.12% | 3 | -20,925 | -6.87% | Q4 2025 | Jan 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 281,168 | 28,559 | 0.07% | 0.06% | 4 | +31,200 | 12.48% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 279,031 | 28,342 | 0.0% | 0.0% | 5 | +19,068 | 7.33% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 273,615 | 27,792 | 0.01% | 0.0% | 6 | +131,513 | 92.55% | Q4 2025 | Feb 18, 2026 |
| Karpus Management, Inc. | History | Reduced | 262,800 | 26,693 | 0.82% | 0.97% | 7 | -37,450 | -12.47% | Q4 2025 | Feb 17, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 189,558 | 19,254 | 3.69% | 3.93% | 8 | +6,858 | 3.75% | Q4 2025 | Jan 27, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 164,779 | 16,737 | 1.8% | 0.29% | 9 | +142,165 | 628.66% | Q4 2025 | Jan 28, 2026 |
| Corient Private Wealth LLC | History | Reduced | 156,555 | 15,902 | 0.02% | 0.03% | 10 | -6,925 | -4.24% | Q4 2025 | Mar 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 140,189 | 14,239 | 0.0% | 0.0% | 11 | +37,069 | 35.95% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 116,241 | 11,807 | 0.01% | 0.01% | 12 | -1,679 | -1.42% | Q4 2025 | Feb 17, 2026 |
| Savant Capital, LLC | History | Added to | 106,331 | 10,800 | 0.06% | 0.06% | 13 | +12,200 | 12.96% | Q4 2025 | Feb 10, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 101,454 | 10,305 | 0.71% | 0.78% | 14 | -6,688 | -6.18% | Q4 2025 | Feb 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 97,868 | 9,960 | 0.01% | 0.01% | 15 | +1,848 | 1.92% | Q4 2025 | Jan 08, 2026 |
| Stonebridge Capital Advisors LLC | History | Added to | 91,915 | 9,336 | 0.65% | 0.62% | 16 | +7,078 | 8.34% | Q4 2025 | Feb 12, 2026 |
| Beacon Bank & Trust | History | Added to | 90,511 | 9,193 | 1.87% | 1.81% | 17 | +8,098 | 9.83% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 87,640 | 8,902 | 0.01% | 0.0% | 18 | +56,375 | 180.31% | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 85,411 | 8,675 | 0.06% | 0.07% | 19 | +2,566 | 3.1% | Q4 2025 | Feb 18, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 81,233 | 8,251 | 0.01% | 0.01% | 20 | +37,594 | 86.15% | Q4 2025 | Feb 02, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 77,581 | 7,880 | 0.0% | 0.0% | 21 | +53,500 | 222.17% | Q4 2025 | Mar 25, 2026 |
| Capital Investment Services of America, Inc. | History | Added to | 76,420 | 7,762 | 0.73% | 0.69% | 22 | +50 | 0.07% | Q4 2025 | Jan 29, 2026 |
| Hughes Financial Services, LLC | History | Added to | 72,147 | 7,328 | 1.15% | 1.15% | 23 | +1,158 | 1.63% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 70,418 | 7,152 | 0.0% | 0.0% | 24 | +6,510 | 10.19% | Q4 2025 | Feb 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 67,354 | 6,841 | 0.0% | 0.0% | 25 | +24,035 | 55.48% | Q4 2025 | Feb 17, 2026 |
| Firestone Capital Management | History | Added to | 54,692 | 5,555 | 1.18% | 1.05% | 26 | +7,082 | 14.88% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Added to | 52,133 | 5,295 | 0.0% | 0.0% | 27 | +11,079 | 26.99% | Q4 2025 | Feb 11, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 51,105 | 5,191 | 0.76% | 0.88% | 28 | +3 | 0.01% | Q4 2025 | Feb 04, 2026 |
| Apella Capital, LLC | History | New | 50,462 | 5,125 | 0.1% | — | 29 | +50,462 | New | Q4 2025 | Jan 21, 2026 |
| MGO Private Wealth, LLC | History | Reduced | 49,226 | 5,000 | 3.1% | 3.09% | 30 | -1,330 | -2.63% | Q4 2025 | Feb 10, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 48,974 | 4,974 | 0.78% | 0.73% | 31 | +9,951 | 25.5% | Q4 2025 | Feb 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 46,449 | 4,718 | 0.12% | 0.09% | 32 | +13,134 | 39.42% | Q4 2025 | Jan 29, 2026 |
| Altiora Financial Group, LLC | History | Added to | 44,151 | 4,484 | 0.77% | 0.76% | 33 | +3,420 | 8.4% | Q4 2025 | Feb 12, 2026 |
| Dakota Wealth Management | History | Added to | 44,079 | 4,477 | 0.08% | 0.07% | 34 | +9,129 | 26.12% | Q4 2025 | Jan 13, 2026 |
| MAYPORT, LLC | History | Added to | 41,337 | 4,198 | 0.85% | 0.67% | 35 | +10,868 | 35.67% | Q4 2025 | Jan 21, 2026 |
| IF Advisors, LLC | History | New | 40,000 | 4,063 | 3.3% | — | 36 | +40,000 | New | Q4 2025 | Feb 10, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 39,649 | 4,027 | 0.22% | 0.24% | 37 | +149 | 0.38% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 39,441 | 4,006 | 0.01% | 0.01% | 38 | +2,493 | 6.75% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 39,372 | 3,999 | 0.0% | 0.0% | 39 | +770 | 1.99% | Q4 2025 | Jan 29, 2026 |
| Private Advisor Group, LLC | History | Added to | 36,036 | 3,660 | 0.02% | 0.01% | 40 | +9,835 | 37.54% | Q4 2025 | Feb 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 33,344 | 3,386 | 0.01% | 0.01% | 41 | -529 | -1.56% | Q4 2025 | Feb 12, 2026 |
| Haven Private, LLC | History | Added to | 32,724 | 3,323 | 1.45% | 1.44% | 42 | +794 | 2.49% | Q4 2025 | Feb 12, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 31,810 | 3,231 | 0.97% | 0.97% | 43 | +1,666 | 5.53% | Q4 2025 | Jan 27, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 30,810 | 3,129 | 0.97% | 1.29% | 44 | +590 | 1.95% | Q4 2025 | Jan 08, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 30,426 | 3,090 | 1.3% | 1.15% | 45 | +3,978 | 15.04% | Q4 2025 | Feb 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 29,881 | 3,035 | 0.0% | 0.0% | 46 | +12,828 | 75.22% | Q4 2025 | Feb 13, 2026 |
| GenTrust, LLC | History | Added to | 28,463 | 2,891 | 0.12% | 0.1% | 47 | +6,273 | 28.27% | Q4 2025 | Feb 02, 2026 |
| Aspire Private Capital, LLC | History | Added to | 27,562 | 2,799 | 0.62% | 0.48% | 48 | +5,781 | 26.54% | Q4 2025 | Jan 16, 2026 |
| MORGAN STANLEY | History | Added to | 26,927 | 2,735 | 0.0% | 0.0% | 49 | +25,766 | 2219.29% | Q4 2025 | Feb 13, 2026 |
| S.A. Mason LLC | History | New | 26,606 | 2,702 | 1.07% | — | 50 | +26,606 | New | Q4 2025 | Jan 29, 2026 |
| Burton Enright Welch | History | Added to | 25,989 | 2,639 | 0.37% | 0.36% | 51 | +2,616 | 11.19% | Q4 2025 | Feb 13, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 25,468 | 2,586 | 0.14% | 0.15% | 52 | -325 | -1.26% | Q4 2025 | Jan 12, 2026 |
| Haverford Trust Co | History | Added to | 24,550 | 2,493 | 0.02% | 0.02% | 53 | +4,915 | 25.03% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 24,180 | 2,456 | 0.03% | 0.02% | 54 | +6,879 | 39.76% | Q4 2025 | Feb 09, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 23,310 | 2,367 | 0.62% | 0.65% | 55 | +614 | 2.71% | Q4 2025 | Feb 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 23,195 | 2,356 | 0.0% | — | 56 | +23,195 | New | Q4 2025 | Feb 17, 2026 |
| Atria Investments, Inc | History | Reduced | 21,985 | 2,233 | 0.03% | 0.03% | 57 | -4,235 | -16.15% | Q4 2025 | Feb 05, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 21,942 | 2,228 | 1.01% | 1.01% | 58 | +56 | 0.26% | Q4 2025 | Feb 03, 2026 |
| Frankly Finances, LLC | History | New | 21,268 | 2,160 | 1.88% | — | 59 | +21,268 | New | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 21,082 | 2,141 | 0.0% | — | 60 | +21,082 | New | Q4 2025 | Feb 17, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Added to | 20,767 | 2,109 | 0.36% | 0.35% | 61 | +599 | 2.97% | Q4 2025 | Jan 21, 2026 |
| HB Wealth Management, LLC | History | Added to | 20,341 | 2,066 | 0.01% | 0.01% | 62 | +860 | 4.41% | Q4 2025 | Jan 28, 2026 |
| Eaton-Cambridge Inc. | History | Added to | 20,104 | 2,042 | 0.67% | 0.48% | 63 | +6,662 | 49.56% | Q4 2025 | Feb 13, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 19,904 | 2,021 | 0.17% | 0.18% | 64 | +347 | 1.77% | Q4 2025 | Feb 09, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 19,259 | 1,956 | 0.06% | 0.05% | 65 | +5,792 | 43.01% | Q4 2025 | Jan 12, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 19,036 | 1,933 | 0.98% | 0.91% | 66 | +3,159 | 19.9% | Q4 2025 | Jan 14, 2026 |
| Passive Capital Management, LLC. | History | Added to | 18,639 | 1,893 | 0.59% | 0.57% | 67 | +1,433 | 8.33% | Q4 2025 | Feb 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 18,399 | 1,868 | 0.0% | 0.0% | 68 | +1,968 | 11.98% | Q4 2025 | Feb 17, 2026 |
| Choate Investment Advisors | History | Added to | 17,815 | 1,809 | 0.04% | 0.04% | 69 | +152 | 0.86% | Q4 2025 | Feb 09, 2026 |
| Modern Wealth Management, LLC | History | Added to | 17,468 | 1,774 | 0.03% | 0.03% | 70 | +1,218 | 7.5% | Q4 2025 | Feb 17, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 17,380 | 1,765 | 0.55% | 0.58% | 71 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Avior Wealth Management, LLC | History | Added to | 16,935 | 1,720 | 0.05% | 0.03% | 72 | +6,995 | 70.37% | Q4 2025 | Jan 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16,296 | 1,655 | 0.02% | 0.02% | 73 | +5,952 | 57.54% | Q4 2025 | Jan 23, 2026 |
| BROWN ADVISORY INC | History | Reduced | 16,146 | 1,640 | 0.0% | 0.0% | 74 | -16,044 | -49.84% | Q4 2025 | Feb 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 15,728 | 1,597 | 0.06% | 0.05% | 75 | +2,693 | 20.66% | Q4 2025 | Feb 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 15,010 | 1,524 | 0.01% | 0.01% | 76 | +1,027 | 7.34% | Q4 2025 | Feb 18, 2026 |
| Single Point Partners, LLC | History | Added to | 14,537 | 1,476 | 0.29% | 0.29% | 77 | +710 | 5.13% | Q4 2025 | Jan 26, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 14,483 | 1,471 | 0.19% | 0.21% | 78 | +6 | 0.04% | Q4 2025 | Jan 30, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 14,115 | 1,433 | 0.12% | 0.11% | 79 | +3 | 0.02% | Q4 2025 | Feb 17, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 13,965 | 1,418 | 0.08% | 0.07% | 80 | +1,375 | 10.92% | Q4 2025 | Jan 20, 2026 |
| Pathstone Holdings, LLC | History | New | 13,940 | 1,415 | 0.01% | — | 81 | +13,940 | New | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 13,925 | 1,414 | 0.04% | — | 82 | +13,925 | New | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 13,916 | 1,413 | 0.01% | 0.01% | 83 | +339 | 2.5% | Q4 2025 | Feb 13, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 13,785 | 1,400 | 0.77% | 0.89% | 84 | +636 | 4.84% | Q4 2025 | Feb 13, 2026 |
| BURNEY CO/ | History | Added to | 12,251 | 1,244 | 0.04% | 0.04% | 85 | +1,086 | 9.73% | Q4 2025 | Jan 23, 2026 |
| SwitchPoint Financial Planning, LLC | History | Reduced | 11,850 | 1,203 | 0.84% | 0.88% | 86 | -101 | -0.85% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 11,156 | 1,133 | 0.05% | 0.04% | 87 | +1,816 | 19.44% | Q4 2025 | Jan 21, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 11,025 | 1,120 | 0.0% | 0.0% | 88 | -25 | -0.23% | Q4 2025 | Feb 11, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 10,969 | 1,114 | 0.7% | — | 89 | +10,969 | New | Q4 2025 | Feb 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 10,854 | 1,102 | 0.0% | 0.0% | 90 | +1,895 | 21.15% | Q4 2025 | Feb 17, 2026 |
| Alhambra Investment Management LLC | History | No change | 10,800 | 1,097 | 0.51% | 0.52% | 91 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 10,790 | 1,095 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sunesis Advisors, LLC | History | No change | 10,674 | 1,084 | 0.49% | 0.51% | 93 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Planning Center, Inc. | History | No change | 10,664 | 1,083 | 0.11% | 0.11% | 94 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 10,373 | 1,053 | 0.39% | 0.45% | 95 | -765 | -6.87% | Q4 2025 | Feb 10, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 10,163 | 1,032 | 0.43% | 0.37% | 96 | +2,318 | 29.55% | Q4 2025 | Jan 26, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 9,698 | 985 | 0.59% | 0.55% | 97 | +1,177 | 13.81% | Q4 2025 | Feb 02, 2026 |
| Waverly Advisors, LLC | History | Reduced | 9,543 | 969 | 0.01% | 0.01% | 98 | -38 | -0.4% | Q4 2025 | Feb 17, 2026 |
| Rothschild Wealth LLC | History | New | 9,357 | 950 | 0.09% | — | 99 | +9,357 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 9,295 | 944 | 0.0% | 0.0% | 100 | -5,808 | -38.46% | Q4 2025 | Feb 05, 2026 |
| Bridgewealth Advisory Group, LLC | History | Reduced | 9,182 | 932 | 0.21% | 0.23% | 101 | -600 | -6.13% | Q4 2025 | Feb 04, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 9,108 | 925 | 0.1% | 0.08% | 102 | +2,816 | 44.76% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 8,971 | 911 | 0.0% | 0.0% | 103 | +879 | 10.86% | Q4 2025 | Feb 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 8,760 | 889 | 0.01% | 0.01% | 104 | +760 | 9.5% | Q4 2025 | Jan 29, 2026 |
| Three Arch Wealth Management LLC | History | New | 8,636 | 877 | 0.16% | — | 105 | +8,636 | New | Q4 2025 | Feb 13, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Reduced | 8,307 | 843 | 0.53% | 1.01% | 106 | -7,167 | -46.32% | Q4 2025 | Feb 06, 2026 |
| Betterment LLC | History | Added to | 8,055 | 818 | 0.0% | 0.0% | 107 | +366 | 4.76% | Q4 2025 | Feb 12, 2026 |
| HEADINVEST, LLC | History | No change | 7,934 | 805 | 0.16% | 0.17% | 108 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 7,892 | 801 | 0.03% | 0.04% | 109 | -1,400 | -15.07% | Q4 2025 | Jan 20, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,509 | 762 | 0.0% | 0.0% | 110 | +5,050 | 205.37% | Q4 2025 | Feb 17, 2026 |
| URS Advisory LLC | History | New | 7,480 | 759 | 0.63% | — | 111 | +7,480 | New | Q4 2025 | Feb 17, 2026 |
| Fortune Financial Advisors, LLC | History | Added to | 7,067 | 717 | 0.48% | 0.34% | 113 | +2,658 | 60.29% | Q4 2025 | Jan 23, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 7,062 | 717 | 0.07% | 0.05% | 112 | +2,553 | 56.62% | Q4 2025 | Feb 04, 2026 |
| RCS Financial Planning, LLC | History | No change | 6,990 | 709 | 0.31% | 0.32% | 114 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 6,881 | 698 | 0.19% | 0.2% | 115 | -23 | -0.33% | Q4 2025 | Jan 28, 2026 |
| Bridgewater Advisors Inc. | History | No change | 6,797 | 693 | 0.04% | 0.05% | 116 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Thrive Wealth Management, LLC | History | No change | 6,741 | 684 | 0.1% | 0.1% | 117 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Arbor Investment Advisors, LLC | History | New | 6,644 | 674 | 0.09% | — | 118 | +6,644 | New | Q4 2025 | Jan 23, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | Reduced | 6,622 | 672 | 0.09% | 0.12% | 119 | -1,109 | -14.34% | Q4 2025 | Jan 14, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 6,619 | 672 | 0.2% | 0.2% | 120 | +454 | 7.36% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 6,570 | 667 | 0.0% | 0.0% | 121 | +1,680 | 34.36% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Financial Management LLC | History | New | 6,545 | 664 | 0.62% | — | 122 | +6,545 | New | Q4 2025 | Feb 13, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 6,459 | 656 | 0.26% | 0.29% | 123 | +25 | 0.39% | Q4 2025 | Feb 02, 2026 |
| CWM, LLC | History | New | 6,448 | 655 | 0.0% | — | 124 | +6,448 | New | Q4 2025 | Jan 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 6,266 | 636 | 0.04% | 0.26% | 125 | -31,349 | -83.34% | Q4 2025 | Feb 06, 2026 |
| Manuka Financial, LLC | History | New | 6,131 | 622 | 0.39% | — | 126 | +6,131 | New | Q4 2025 | Jan 28, 2026 |
| Directional Asset Management | History | New | 5,977 | 607 | 0.53% | — | 127 | +5,977 | New | Q4 2025 | Jan 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 5,874 | 596 | 0.0% | 0.0% | 128 | -1,211 | -17.09% | Q4 2025 | Feb 10, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 5,569 | 565 | 0.04% | 0.04% | 129 | +183 | 3.4% | Q4 2025 | Jan 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 5,514 | 560 | 0.0% | 0.0% | 130 | +3,367 | 156.82% | Q4 2025 | Feb 06, 2026 |
| XML Financial, LLC | History | Added to | 5,519 | 560 | 0.05% | 0.03% | 131 | +2,104 | 61.61% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | Reduced | 5,486 | 557 | 0.0% | 0.0% | 132 | -1,216 | -18.14% | Q4 2025 | Feb 13, 2026 |
| Crews Bank & Trust | History | Reduced | 5,450 | 553 | 0.08% | 0.08% | 133 | -100 | -1.8% | Q4 2025 | Jan 21, 2026 |
| Stone Summit Wealth LLC | History | Added to | 5,351 | 543 | 0.15% | 0.11% | 134 | +1,509 | 39.28% | Q4 2025 | Jan 27, 2026 |
| Rehmann Capital Advisory Group | History | New | 5,238 | 532 | 0.03% | — | 135 | +5,238 | New | Q4 2025 | Mar 04, 2026 |
| Main Street Financial Solutions, LLC | History | Added to | 5,177 | 525 | 0.04% | 0.03% | 136 | +760 | 17.21% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,172 | 525 | 0.0% | 0.0% | 137 | +5 | 0.1% | Q4 2025 | Feb 13, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 5,142 | 522 | 0.26% | 0.28% | 138 | +83 | 1.64% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,119 | 519 | 0.01% | 0.01% | 139 | +922 | 21.97% | Q4 2025 | Feb 09, 2026 |
| Quantum Financial Planning Services, Inc. | History | No change | 5,079 | 515 | 0.19% | 0.21% | 140 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Montis Financial, LLC | History | Added to | 5,063 | 514 | 0.1% | 0.1% | 141 | +607 | 13.62% | Q4 2025 | Feb 11, 2026 |
| Congress Park Capital LLC | History | New | 5,000 | 507 | 0.15% | — | 142 | +5,000 | New | Q4 2025 | Jan 14, 2026 |
| Piscataqua Savings Bank | History | Added to | 5,000 | 507 | 0.36% | 0.32% | 143 | +1,000 | 25.0% | Q4 2025 | Jan 16, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 4,946 | 502 | 0.0% | 0.0% | 144 | +15 | 0.3% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,801 | 487 | 0.02% | 0.02% | 145 | +25 | 0.52% | Q4 2025 | Jan 13, 2026 |
| HUB Investment Partners, LLC | History | New | 4,698 | 477 | 0.01% | — | 146 | +4,698 | New | Q4 2025 | Feb 17, 2026 |
| Oxbow Advisors, LLC | History | Reduced | 4,667 | 474 | 0.04% | 0.05% | 147 | -690 | -12.88% | Q4 2025 | Feb 04, 2026 |
| Meridian Wealth Management, LLC | History | New | 4,600 | 467 | 0.02% | — | 148 | +4,600 | New | Q4 2025 | Feb 04, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 4,592 | 466 | 0.02% | 0.02% | 149 | +2 | 0.04% | Q4 2025 | Feb 02, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 4,499 | 456 | 0.1% | 0.1% | 150 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 4,411 | 448 | 0.0% | — | 151 | +4,411 | New | Q4 2025 | Feb 05, 2026 |
| &PARTNERS | History | New | 4,390 | 445 | 0.0% | — | 152 | +4,390 | New | Q4 2025 | Feb 17, 2026 |
| Cerity Partners LLC | History | New | 4,362 | 443 | 0.0% | — | 153 | +4,362 | New | Q4 2025 | Feb 11, 2026 |
| Global Retirement Partners, LLC | History | Added to | 4,302 | 437 | 0.01% | 0.0% | 154 | +3,503 | 438.42% | Q4 2025 | Feb 06, 2026 |
| Symmetry Partners, LLC | History | New | 4,040 | 410 | 0.02% | — | 155 | +4,040 | New | Q4 2025 | Jan 27, 2026 |
| Elser Financial Planning, Inc | History | Added to | 3,945 | 400 | 0.29% | 0.26% | 156 | +1,828 | 86.35% | Q4 2025 | Jan 15, 2026 |
| Baird Financial Group, Inc. | History | New | 3,909 | 397 | 0.0% | — | 157 | +3,909 | New | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,900 | 396 | 0.0% | 0.0% | 158 | +1,623 | 71.28% | Q4 2025 | Feb 03, 2026 |
| Equitable Holdings, Inc. | History | New | 3,850 | 391 | 0.0% | — | 159 | +3,850 | New | Q4 2025 | Feb 17, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | New | 3,812 | 387 | 0.11% | — | 160 | +3,812 | New | Q4 2025 | Jan 26, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 3,741 | 379 | 0.09% | 0.08% | 161 | +732 | 24.33% | Q4 2025 | Feb 17, 2026 |
| CVA Family Office, LLC | History | Added to | 3,715 | 377 | 0.04% | 0.05% | 162 | +212 | 6.05% | Q4 2025 | Jan 12, 2026 |
| SNS Financial Group, LLC | History | Added to | 3,640 | 369 | 0.03% | 0.03% | 163 | +501 | 15.96% | Q4 2025 | Feb 02, 2026 |
| Summit Financial, LLC | History | New | 3,626 | 368 | 0.01% | — | 164 | +3,626 | New | Q4 2025 | Feb 13, 2026 |
| McIlrath & Eck, LLC | History | Added to | 3,591 | 364 | 0.03% | 0.03% | 165 | +567 | 18.75% | Q4 2025 | Feb 03, 2026 |
| ETF Portfolio Partners, Inc. | History | Reduced | 3,490 | 354 | 0.09% | 0.14% | 166 | -1,500 | -30.06% | Q4 2025 | Jan 20, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 3,483 | 353 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Valley Financial Group, Inc. | History | Added to | 3,399 | 345 | 0.19% | 0.16% | 168 | +653 | 23.78% | Q4 2025 | Feb 18, 2026 |
| Sanctuary Advisors, LLC | History | New | 3,393 | 344 | 0.0% | — | 169 | +3,393 | New | Q4 2025 | Jan 29, 2026 |
| SURIENCE PRIVATE WEALTH LLC | History | New | 3,352 | 340 | 0.37% | — | 171 | +3,352 | New | Q4 2025 | Jan 16, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 3,357 | 340 | 0.01% | 0.01% | 170 | +148 | 4.61% | Q4 2025 | Jan 16, 2026 |
| Trellis Wealth Advisors LLC | History | No change | 3,279 | 333 | 0.13% | 0.14% | 172 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | Reduced | 3,219 | 326 | 0.05% | 0.06% | 173 | -120 | -3.59% | Q4 2025 | Feb 06, 2026 |
| Garner Asset Management Corp | History | New | 3,200 | 325 | 0.12% | — | 174 | +3,200 | New | Q4 2025 | Feb 03, 2026 |
| MB Generational Wealth, LLC | History | Added to | 3,122 | 317 | 0.17% | 0.14% | 175 | +922 | 41.91% | Q4 2025 | Feb 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 3,092 | 314 | 0.0% | 0.0% | 176 | +125 | 4.21% | Q4 2025 | Jan 29, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 2,973 | 301 | 0.25% | 0.26% | 177 | +27 | 0.92% | Q4 2025 | Feb 06, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 2,956 | 300 | 0.12% | 0.12% | 178 | -70 | -2.31% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY ADVISORS, INC. | History | New | 2,859 | 290 | 0.22% | — | 179 | +2,859 | New | Q4 2025 | Jan 27, 2026 |
| McNaughton Wealth Management, LLC | History | New | 2,845 | 288 | 0.12% | — | 180 | +2,845 | New | Q4 2025 | Jan 12, 2026 |
| Compass Advisory Group LLC | History | New | 2,717 | 275 | 0.07% | — | 181 | +2,717 | New | Q4 2025 | Jan 21, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 2,655 | 269 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 2,658 | 269 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Hilltop Holdings Inc. | History | Added to | 2,632 | 267 | 0.02% | 0.01% | 184 | +7 | 0.27% | Q4 2025 | Feb 17, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 2,592 | 263 | 0.18% | 0.21% | 185 | -215 | -7.66% | Q4 2025 | Feb 06, 2026 |
| MCF Advisors LLC | History | New | 2,535 | 257 | 0.01% | — | 186 | +2,535 | New | Q4 2025 | Feb 11, 2026 |
| Vise Technologies, Inc. | History | New | 2,485 | 252 | 0.0% | — | 188 | +2,485 | New | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2,485 | 252 | 0.01% | 0.02% | 189 | -320 | -11.41% | Q4 2025 | Feb 10, 2026 |
| Essex Bank | History | No change | 2,490 | 252 | 0.05% | 0.06% | 187 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| May Hill Capital, LLC | History | New | 2,480 | 251 | 0.03% | — | 190 | +2,480 | New | Q4 2025 | Feb 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 2,467 | 250 | 0.01% | 0.01% | 191 | -633 | -20.42% | Q4 2025 | Jan 07, 2026 |
| North Star Investment Management Corp. | History | New | 2,460 | 249 | 0.02% | — | 192 | +2,460 | New | Q4 2025 | Jan 30, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 2,450 | 248 | 0.04% | 0.04% | 193 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Lodestone Wealth Management LLC | History | No change | 2,450 | 248 | 0.1% | 0.11% | 194 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Reduced | 2,400 | 243 | 0.07% | 0.07% | 195 | -250 | -9.43% | Q4 2025 | Feb 11, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 2,366 | 242 | 0.04% | 0.04% | 196 | +16 | 0.68% | Q4 2025 | Feb 06, 2026 |
| PDS Planning, Inc | History | Added to | 2,374 | 241 | 0.02% | 0.02% | 197 | +145 | 6.51% | Q4 2025 | Jan 26, 2026 |
| Retirement Planning Group, LLC | History | No change | 2,377 | 241 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CGN Advisors LLC | History | Added to | 2,349 | 238 | 0.02% | 0.02% | 199 | +38 | 1.64% | Q4 2025 | Jan 05, 2026 |
| ALESCO ADVISORS LLC | History | New | 2,340 | 237 | 0.01% | — | 200 | +2,340 | New | Q4 2025 | Jan 28, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 2,336 | 237 | 0.03% | — | 202 | +2,336 | New | Q4 2025 | Jan 27, 2026 |
| Essex Financial Services, Inc. | History | No change | 2,340 | 237 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Level Financial Advisors | History | No change | 2,292 | 232 | 0.06% | 0.07% | 203 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Financial Plan, Inc. | History | New | 2,275 | 231 | 0.03% | — | 204 | +2,275 | New | Q4 2025 | Jan 28, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 2,250 | 229 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 2,249 | 228 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 2,206 | 224 | 0.01% | — | 207 | +2,206 | New | Q4 2025 | Feb 17, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 2,210 | 224 | 0.02% | 0.02% | 208 | +15 | 0.68% | Q4 2025 | Feb 03, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 2,148 | 218 | 0.02% | — | 209 | +2,148 | New | Q4 2025 | Jan 12, 2026 |
| Portland Financial Advisors Inc | History | New | 2,017 | 204 | 0.43% | — | 210 | +2,017 | New | Q4 2025 | Feb 06, 2026 |
| Life Planning Partners, Inc | History | Reduced | 2,000 | 203 | 0.16% | 0.19% | 211 | -603 | -23.17% | Q4 2025 | Jan 16, 2026 |
| BOS Asset Management, LLC | History | No change | 1,990 | 202 | 0.05% | 0.06% | 212 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 1,975 | 201 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 1,979 | 201 | 0.05% | 0.05% | 214 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mason Investment Advisory Services, Inc. | History | New | 1,970 | 200 | 0.01% | — | 216 | +1,970 | New | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 1,976 | 200 | 0.01% | 0.01% | 215 | -1 | -0.05% | Q4 2025 | Jan 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,656 | 168 | 0.01% | 0.01% | 217 | +406 | 32.48% | Q4 2025 | Feb 10, 2026 |
| Graney & King, LLC | History | Added to | 1,570 | 159 | 0.09% | 0.03% | 218 | +1,173 | 295.47% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,522 | 154 | 0.0% | 0.0% | 219 | +993 | 187.71% | Q4 2025 | Feb 11, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 1,474 | 150 | 0.02% | 0.02% | 220 | +12 | 0.82% | Q4 2025 | Jan 20, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,298 | 131 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 941 | 95 | 0.06% | 0.07% | 222 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Signature Equity Partners, LLC | History | New | 891 | 90 | 0.05% | — | 223 | +891 | New | Q4 2025 | Feb 17, 2026 |
| Financial Management Professionals, Inc. | History | No change | 700 | 71 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Added to | 651 | 66 | 0.01% | 0.0% | 225 | +351 | 117.0% | Q4 2025 | Jan 20, 2026 |
| AE Wealth Management LLC | History | New | 586 | 59 | 0.0% | — | 226 | +586 | New | Q4 2025 | Jan 26, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 537 | 54 | 0.02% | 0.06% | 227 | -1,607 | -74.95% | Q4 2025 | Feb 11, 2026 |
| Gould Capital, LLC | History | New | 500 | 50 | 0.03% | — | 229 | +500 | New | Q4 2025 | Feb 13, 2026 |
| EASTERN BANK | History | No change | 500 | 50 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 443 | 44 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | Added to | 410 | 41 | 0.01% | 0.01% | 231 | +88 | 27.33% | Q4 2025 | Feb 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 377 | 38 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 350 | 35 | 0.03% | — | 233 | +350 | New | Q4 2025 | Feb 19, 2026 |
| NEPC LLC | History | New | 299 | 30 | 0.0% | — | 235 | +299 | New | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | No change | 299 | 30 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 258 | 26 | 0.0% | 0.0% | 236 | +2 | 0.78% | Q4 2025 | Feb 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | New | 216 | 21 | 0.01% | — | 237 | +216 | New | Q4 2025 | Feb 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 200 | 20 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 194 | 19 | 0.0% | — | 239 | +194 | New | Q4 2025 | Feb 09, 2026 |
| OPTIMA CAPITAL LLC | History | New | 187 | 18 | 0.01% | — | 240 | +187 | New | Q4 2025 | Jan 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -37,212 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.1% | — | -18,697 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Physician Wealth Solutions Inc. | History | Closed out | 0 | 0 | — | 0.36% | — | -8,130 | -100.0% | Q3 2025 | Oct 14, 2025 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -6,434 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Lakewood Asset Management LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -4,932 | -100.0% | Q3 2025 | Oct 24, 2025 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,322 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Maia Wealth LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,229 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Innova Wealth Partners | History | Closed out | 0 | 0 | — | 0.17% | — | -3,150 | -100.0% | Q3 2025 | Dec 02, 2025 |
| High Net Worth Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,851 | -100.0% | Q3 2025 | Oct 29, 2025 |
| MFA Wealth Services | History | Closed out | 0 | 0 | — | 0.18% | — | -2,592 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AVAII WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,059 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2025 | Nov 06, 2025 |