VANGUARD BOND INDEX FUNDS - VUSB
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 25,077,867 | 1,249,880 | 0.08% | 0.07% | 1 | +1,012,145 | 4.21% | Q4 2025 | Feb 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,260,150 | 162,485 | 0.01% | 0.01% | 2 | +474,757 | 17.04% | Q4 2025 | Feb 17, 2026 |
| Bramshill Investments, LLC | History | Added to | 3,159,970 | 157,492 | 8.9% | 8.55% | 3 | +656,947 | 26.25% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,847,457 | 141,917 | 0.03% | 0.02% | 4 | +300,671 | 11.81% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 2,011,548 | 100,255 | 0.03% | 0.02% | 5 | +842,842 | 72.12% | Q4 2025 | Feb 11, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,945,049 | 96,941 | 1.1% | 1.13% | 6 | -71,161 | -3.53% | Q4 2025 | Jan 16, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,618,722 | 80,677 | 0.09% | 0.08% | 7 | +292,884 | 22.09% | Q4 2025 | Feb 06, 2026 |
| Wharton Business Group, LLC | History | Added to | 1,418,534 | 70,700 | 2.69% | 2.99% | 8 | +50,610 | 3.7% | Q4 2025 | Feb 11, 2026 |
| Avion Wealth | History | Added to | 1,310,153 | 65,298 | 13.7% | 12.59% | 9 | +135,885 | 11.57% | Q4 2025 | Jan 23, 2026 |
| Kensington Asset Management, LLC | History | Added to | 1,105,568 | 55,101 | 2.85% | 0.57% | 10 | +916,533 | 484.85% | Q4 2025 | Feb 13, 2026 |
| Pacific Center for Financial Services | History | No change | 1,001,837 | 50,086 | 12.77% | 12.77% | 11 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 695,302 | 34,653 | 0.01% | 0.01% | 12 | +134,476 | 23.98% | Q4 2025 | Feb 18, 2026 |
| Red Wave Investments LLC | History | Added to | 653,738 | 32,582 | 9.69% | 9.77% | 13 | +16,465 | 2.58% | Q4 2025 | Feb 06, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 578,483 | 28,831 | 2.2% | 0.03% | 14 | +571,471 | 8149.9% | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 527,334 | 26,282 | 0.04% | 0.03% | 15 | +136,371 | 34.88% | Q4 2025 | Feb 12, 2026 |
| 55 North Private Wealth, LLC | History | New | 516,915 | 25,763 | 6.79% | — | 16 | +516,915 | New | Q4 2025 | Jan 27, 2026 |
| Fortitude Advisory Group L.L.C. | History | New | 508,287 | 25,333 | 10.74% | — | 17 | +508,287 | New | Q4 2025 | Feb 13, 2026 |
| Fonville Wealth Management LLC | History | Added to | 482,882 | 24,066 | 4.92% | 5.04% | 18 | +35,231 | 7.87% | Q4 2025 | Jan 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 480,692 | 23,957 | 0.06% | 0.06% | 19 | +56,421 | 13.3% | Q4 2025 | Feb 13, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 480,524 | 23,949 | 3.97% | 3.72% | 20 | +33,076 | 7.39% | Q4 2025 | Jan 22, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 452,395 | 22,547 | 7.52% | 7.53% | 21 | +23,928 | 5.58% | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 444,386 | 22,148 | 0.0% | — | 22 | +444,386 | New | Q4 2025 | Feb 17, 2026 |
| Clarius Group, LLC | History | Added to | 413,417 | 20,604 | 1.18% | 0.91% | 23 | +105,275 | 34.16% | Q4 2025 | Jan 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 409,130 | 20,391 | 0.17% | 0.21% | 24 | -9,796 | -2.34% | Q4 2025 | Feb 17, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 408,718 | 20,370 | 1.0% | 0.87% | 25 | +70,569 | 20.87% | Q4 2025 | Feb 11, 2026 |
| Eagle Capital Management, LLC | History | Added to | 407,709 | 20,320 | 7.39% | 7.01% | 26 | +36,736 | 9.9% | Q4 2025 | Jan 12, 2026 |
| David Kennon Inc | History | Reduced | 392,286 | 19,551 | 6.95% | 9.16% | 27 | -116,483 | -22.9% | Q4 2025 | Jan 26, 2026 |
| Global Wealth Management, LLC | History | Reduced | 379,070 | 18,892 | 10.17% | 12.84% | 28 | -110,311 | -22.54% | Q4 2025 | Jan 26, 2026 |
| NKCFO LLC | History | Added to | 369,250 | 18,403 | 5.32% | 5.26% | 29 | +20,000 | 5.73% | Q4 2025 | Feb 02, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 361,964 | 18,040 | 3.86% | 3.99% | 30 | +16,059 | 4.64% | Q4 2025 | Feb 10, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 357,023 | 17,794 | 1.43% | 0.69% | 31 | +199,803 | 127.08% | Q4 2025 | Feb 12, 2026 |
| Valtinson Bruner Financial Planning LLC | History | Reduced | 344,647 | 17,177 | 4.94% | 5.69% | 32 | -39,560 | -10.3% | Q4 2025 | Feb 09, 2026 |
| Fortis Advisors, LLC | History | Added to | 342,921 | 17,091 | 9.27% | 9.62% | 33 | +873 | 0.26% | Q4 2025 | Feb 10, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 342,542 | 17,072 | 0.23% | 0.16% | 34 | +78,720 | 29.84% | Q4 2025 | Feb 11, 2026 |
| Calder Financial LLC | History | New | 330,867 | 16,490 | 16.19% | — | 35 | +330,867 | New | Q4 2025 | Jan 23, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 302,648 | 15,083 | 0.01% | 0.01% | 36 | +5,666 | 1.91% | Q4 2025 | Feb 13, 2026 |
| CFO4Life Group, LLC | History | New | 296,102 | 14,757 | 2.1% | — | 37 | +296,102 | New | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 286,989 | 14,303 | 0.02% | 0.02% | 38 | +62,323 | 27.74% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 285,481 | 14,239 | 0.02% | 0.02% | 39 | +56,016 | 24.41% | Q4 2025 | Jan 08, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 283,610 | 14,135 | 0.14% | 0.07% | 40 | +147,572 | 108.48% | Q4 2025 | Feb 13, 2026 |
| TruWealth Advisors, LLC | History | Added to | 282,561 | 14,082 | 0.69% | 0.67% | 41 | +16,645 | 6.26% | Q4 2025 | Jan 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 278,733 | 13,892 | 0.03% | 0.03% | 42 | -29,648 | -9.61% | Q4 2025 | Feb 17, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 79,809 | 13,740 | 8.2% | 7.29% | 43 | -96,104 | -54.63% | Q4 2025 | Jan 13, 2026 |
| Focus Partners Wealth | History | Reduced | 267,512 | 13,332 | 0.02% | 0.02% | 44 | -40,334 | -13.1% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 262,391 | 13,077 | 0.05% | 0.06% | 45 | +19,159 | 7.88% | Q4 2025 | Feb 13, 2026 |
| Colony Family Offices, LLC | History | Added to | 249,692 | 12,444 | 3.11% | 3.0% | 46 | +18,061 | 7.8% | Q4 2025 | Jan 22, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 245,918 | 12,256 | 2.76% | 2.61% | 47 | +24,181 | 10.91% | Q4 2025 | Jan 12, 2026 |
| BlueChip Wealth Advisors LLC | History | Added to | 238,265 | 11,875 | 4.99% | 4.96% | 48 | +6,112 | 2.63% | Q4 2025 | Feb 05, 2026 |
| KITCHING PARTNERS, LLC | History | Added to | 220,459 | 10,987 | 10.03% | 9.95% | 49 | +9,849 | 4.68% | Q4 2025 | Feb 18, 2026 |
| Cetera Investment Advisers | History | Added to | 216,893 | 10,809 | 0.01% | 0.01% | 50 | +49,036 | 29.21% | Q4 2025 | Feb 17, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 210,456 | 10,489 | 1.64% | 1.72% | 51 | +22,566 | 12.01% | Q4 2025 | Feb 03, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 203,716 | 10,153 | 7.08% | 7.68% | 52 | -5,173 | -2.48% | Q4 2025 | Jan 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 189,411 | 9,440 | 0.0% | 0.0% | 53 | +7,820 | 4.31% | Q4 2025 | Feb 10, 2026 |
| Rothschild Wealth LLC | History | Added to | 188,217 | 9,380 | 0.9% | 0.05% | 54 | +183,325 | 3747.44% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 185,722 | 9,256 | 0.05% | 0.06% | 55 | -6,322 | -3.29% | Q4 2025 | Jan 26, 2026 |
| Schulz Wealth, LTD. | History | Added to | 177,475 | 8,845 | 5.67% | 5.61% | 56 | +7,816 | 4.61% | Q4 2025 | Feb 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 174,646 | 8,704 | 0.02% | 0.02% | 57 | -750 | -0.43% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 169,873 | 8,466 | 0.02% | 0.02% | 58 | +9,575 | 5.97% | Q4 2025 | Feb 05, 2026 |
| MorganRosel Wealth Management, LLC | History | Added to | 168,282 | 8,387 | 2.1% | 2.01% | 59 | +12,790 | 8.23% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 166,321 | 8,289 | 0.01% | — | 60 | +166,321 | New | Q4 2025 | Feb 05, 2026 |
| Apella Capital, LLC | History | Reduced | 159,273 | 7,938 | 0.16% | 0.2% | 61 | -21,598 | -11.94% | Q4 2025 | Jan 21, 2026 |
| NVWM, LLC | History | Added to | 157,359 | 7,842 | 1.71% | 1.76% | 62 | +914 | 0.58% | Q4 2025 | Jan 20, 2026 |
| Leeward Financial Partners, LLC | History | Added to | 156,338 | 7,791 | 2.19% | 1.3% | 63 | +65,274 | 71.68% | Q4 2025 | Feb 09, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | Added to | 147,214 | 7,337 | 4.1% | 3.1% | 64 | +44,533 | 43.37% | Q4 2025 | Feb 13, 2026 |
| Signature Wealth Management Group | History | Reduced | 143,856 | 7,169 | 2.92% | 2.89% | 65 | -5,284 | -3.54% | Q4 2025 | Jan 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 142,574 | 7,105 | 0.04% | 0.04% | 66 | +6,596 | 4.85% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Added to | 141,615 | 7,058 | 3.74% | 2.19% | 67 | +40,790 | 40.46% | Q4 2025 | Feb 12, 2026 |
| EVERETT HARRIS & CO /CA/ | History | New | 139,400 | 6,947 | 0.08% | — | 68 | +139,400 | New | Q4 2025 | Feb 11, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 136,826 | 6,819 | 0.14% | 0.24% | 69 | -133,999 | -49.48% | Q4 2025 | Feb 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 134,958 | 6,726 | 0.0% | 0.0% | 70 | -2,509 | -1.83% | Q4 2025 | Feb 12, 2026 |
| Crews Bank & Trust | History | Added to | 133,301 | 6,643 | 0.95% | 0.87% | 71 | +14,778 | 12.47% | Q4 2025 | Jan 21, 2026 |
| Mariner, LLC | History | Added to | 133,000 | 6,628 | 0.01% | 0.01% | 72 | +28,171 | 26.87% | Q4 2025 | Feb 13, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 129,779 | 6,468 | 4.59% | — | 73 | +129,779 | New | Q4 2025 | Jan 26, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 127,529 | 6,369 | 0.16% | 0.13% | 74 | +31,782 | 33.19% | Q4 2025 | Jan 28, 2026 |
| Capital Analysts, LLC | History | Reduced | 126,986 | 6,329 | 0.19% | 0.21% | 75 | -16,511 | -11.51% | Q4 2025 | Feb 11, 2026 |
| IHT Wealth Management, LLC | History | Added to | 124,398 | 6,200 | 0.15% | 0.09% | 76 | +54,360 | 77.62% | Q4 2025 | Feb 17, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 123,182 | 6,139 | 1.89% | 1.75% | 77 | +19,145 | 18.4% | Q4 2025 | Feb 02, 2026 |
| M Holdings Securities, Inc. | History | New | 122,755 | 6,118 | 0.44% | — | 78 | +122,755 | New | Q4 2025 | Feb 11, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 115,748 | 5,768 | 1.09% | 0.41% | 79 | +72,803 | 169.53% | Q4 2025 | Jan 30, 2026 |
| Corient Private Wealth LLC | History | Reduced | 115,339 | 5,748 | 0.01% | 0.01% | 80 | -6,969 | -5.7% | Q4 2025 | Mar 09, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 111,777 | 5,570 | 1.71% | 1.67% | 81 | +7,722 | 7.42% | Q4 2025 | Jan 20, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 108,485 | 5,406 | 0.32% | 0.43% | 82 | -17,450 | -13.86% | Q4 2025 | Feb 10, 2026 |
| MidWestOne Financial Group, Inc. | History | New | 107,413 | 5,353 | 0.59% | — | 83 | +107,413 | New | Q4 2025 | Feb 12, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 102,239 | 5,095 | 0.14% | 0.14% | 84 | +7,333 | 7.73% | Q4 2025 | Jan 12, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 101,900 | 5,078 | 1.34% | 1.1% | 85 | +19,935 | 24.32% | Q4 2025 | Feb 06, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 101,386 | 5,053 | 0.06% | 0.06% | 86 | -1,117 | -1.09% | Q4 2025 | Jan 21, 2026 |
| ZAZOVE ASSOCIATES LLC | History | No change | 100,000 | 4,984 | 0.43% | 0.45% | 87 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CWC Advisors, LLC. | History | Added to | 99,661 | 4,967 | 2.4% | 2.39% | 88 | +1,858 | 1.9% | Q4 2025 | Jan 26, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 98,816 | 4,924 | 0.31% | — | 89 | +98,816 | New | Q4 2025 | Feb 11, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 97,867 | 4,877 | 1.5% | 1.08% | 90 | +32,186 | 49.0% | Q4 2025 | Feb 11, 2026 |
| Relyea Zuckerberg Hanson LLC | History | New | 92,906 | 4,630 | 0.47% | — | 91 | +92,906 | New | Q4 2025 | Jan 20, 2026 |
| ASPIRIANT, LLC | History | Added to | 88,711 | 4,421 | 0.13% | 0.13% | 92 | +1,798 | 2.07% | Q4 2025 | Jan 20, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 88,696 | 4,420 | 0.03% | 0.04% | 93 | -1,787 | -1.97% | Q4 2025 | Feb 18, 2026 |
| Enclave Advisors LLC | History | Reduced | 87,549 | 4,363 | 0.62% | 1.09% | 94 | -55,123 | -38.64% | Q4 2025 | Jan 14, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Reduced | 86,830 | 4,328 | 1.68% | 2.19% | 95 | -33,782 | -28.01% | Q4 2025 | Jan 30, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 85,925 | 4,282 | 1.24% | 1.25% | 96 | +2,380 | 2.85% | Q4 2025 | Jan 08, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 85,299 | 4,251 | 0.29% | 0.32% | 97 | -5,629 | -6.19% | Q4 2025 | Jan 13, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | New | 84,618 | 4,217 | 0.6% | — | 98 | +84,618 | New | Q4 2025 | Feb 20, 2026 |
| Focus Financial Network, Inc. | History | Added to | 83,917 | 4,182 | 0.15% | 0.15% | 99 | +1,001 | 1.21% | Q4 2025 | Jan 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 83,008 | 4,137 | 0.06% | 0.01% | 100 | +64,264 | 342.85% | Q4 2025 | Feb 17, 2026 |
| Harpswell Capital Advisors, LLC | History | New | 82,128 | 4,093 | 3.24% | — | 101 | +82,128 | New | Q4 2025 | Feb 11, 2026 |
| Walker Financial Services, Inc. | History | Added to | 81,122 | 4,043 | 1.46% | 1.36% | 102 | +11,302 | 16.19% | Q4 2025 | Jan 28, 2026 |
| Roberts Wealth Advisors, LLC | History | Reduced | 80,378 | 4,006 | 1.05% | 1.85% | 103 | -59,005 | -42.33% | Q4 2025 | Jan 13, 2026 |
| Evanson Asset Management, LLC | History | Added to | 79,596 | 3,967 | 0.21% | 0.05% | 104 | +60,654 | 320.21% | Q4 2025 | Jan 12, 2026 |
| Capital Investment Services of America, Inc. | History | Reduced | 79,475 | 3,961 | 0.37% | 0.35% | 105 | -275 | -0.34% | Q4 2025 | Jan 29, 2026 |
| Pitcairn Wealth Advisors LLC | History | New | 76,464 | 3,810 | 0.34% | — | 106 | +76,464 | New | Q4 2025 | Feb 13, 2026 |
| LOWERY THOMAS, LLC | History | Added to | 75,503 | 3,763 | 2.13% | 2.04% | 107 | +4,828 | 6.83% | Q4 2025 | Jan 26, 2026 |
| CENTRAL TRUST Co | History | Added to | 74,529 | 3,714 | 0.07% | 0.08% | 108 | +316 | 0.43% | Q4 2025 | Feb 02, 2026 |
| SP Asset Management LLC | History | Reduced | 74,400 | 3,708 | 0.29% | 0.3% | 109 | -271 | -0.36% | Q4 2025 | Jan 28, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 73,411 | 3,658 | 0.46% | 0.3% | 110 | +28,036 | 61.79% | Q4 2025 | Feb 13, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 71,843 | 3,580 | 0.51% | 3.64% | 111 | -446,202 | -86.13% | Q4 2025 | Jan 15, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 70,966 | 3,536 | 2.13% | 2.4% | 112 | -5,636 | -7.36% | Q4 2025 | Feb 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 70,421 | 3,509 | 0.0% | 0.0% | 113 | +14,036 | 24.89% | Q4 2025 | Feb 10, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 67,705 | 3,374 | 0.48% | 0.32% | 114 | +23,050 | 51.62% | Q4 2025 | Jan 14, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 67,338 | 3,356 | 0.13% | 0.13% | 115 | +4,706 | 7.51% | Q4 2025 | Jan 14, 2026 |
| MAI Capital Management | History | Reduced | 66,795 | 3,329 | 0.02% | 0.03% | 116 | -15,038 | -18.38% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Reduced | 65,233 | 3,251 | 0.0% | 0.0% | 117 | -12,097 | -15.64% | Q4 2025 | Feb 17, 2026 |
| Robinhood Asset Management, LLC | History | New | 64,936 | 3,236 | 0.26% | — | 118 | +64,936 | New | Q4 2025 | Jan 21, 2026 |
| Greenspring Advisors, LLC | History | Added to | 64,315 | 3,205 | 0.2% | 0.08% | 119 | +55,242 | 608.86% | Q4 2025 | Feb 10, 2026 |
| HRT FINANCIAL LP | History | New | 63,914 | 3,185 | 0.01% | — | 120 | +63,914 | New | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 63,631 | 3,171 | 0.01% | 0.0% | 121 | +21,326 | 50.41% | Q4 2025 | Mar 16, 2026 |
| AlphaCore Capital LLC | History | Added to | 63,090 | 3,144 | 0.07% | 0.1% | 122 | +3,090 | 5.15% | Q4 2025 | Feb 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 61,818 | 3,081 | 0.08% | 0.08% | 123 | -948 | -1.51% | Q4 2025 | Jan 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 60,403 | 3,010 | 0.07% | 0.08% | 124 | +1,407 | 2.38% | Q4 2025 | Feb 09, 2026 |
| Payne Capital LLC | History | Added to | 59,335 | 2,957 | 3.01% | 2.99% | 125 | +435 | 0.74% | Q4 2025 | Jan 20, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 58,079 | 2,894 | 0.03% | 0.03% | 126 | -10,255 | -15.01% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 57,702 | 2,875 | 0.04% | 0.04% | 127 | +2,961 | 5.41% | Q4 2025 | Jan 26, 2026 |
| Betterment LLC | History | Reduced | 57,314 | 2,857 | 0.01% | 0.01% | 128 | -6,463 | -10.13% | Q4 2025 | Feb 12, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 57,194 | 2,850 | 0.44% | 0.49% | 129 | +1,227 | 2.19% | Q4 2025 | Jan 28, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 56,410 | 2,811 | 0.03% | 0.01% | 130 | +37,408 | 196.86% | Q4 2025 | Feb 02, 2026 |
| World Investment Advisors | History | Added to | 56,256 | 2,803 | 0.05% | 0.05% | 131 | +7,628 | 15.69% | Q4 2025 | Mar 12, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 55,292 | 2,755 | 0.42% | 0.5% | 132 | -2,456 | -4.25% | Q4 2025 | Jan 15, 2026 |
| GeoWealth Management, LLC | History | Added to | 55,151 | 2,748 | 0.1% | 0.08% | 133 | +11,229 | 25.57% | Q4 2025 | Feb 17, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 55,151 | 2,748 | 0.1% | 0.07% | 134 | +11,229 | 25.57% | Q4 2025 | Jan 30, 2026 |
| Plum Street Advisors, LLC | History | Added to | 54,917 | 2,737 | 0.97% | 0.77% | 135 | +15,018 | 37.64% | Q4 2025 | Feb 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 53,312 | 2,657 | 0.14% | 0.06% | 136 | +29,100 | 120.19% | Q4 2025 | Feb 11, 2026 |
| Lakewood Asset Management LLC | History | Added to | 53,109 | 2,646 | 1.55% | 1.11% | 137 | +16,279 | 44.2% | Q4 2025 | Jan 26, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 52,692 | 2,626 | 1.65% | 0.99% | 138 | +21,927 | 71.27% | Q4 2025 | Jan 23, 2026 |
| Bristlecone Value Partners, LLC | History | New | 52,001 | 2,591 | 2.99% | — | 139 | +52,001 | New | Q4 2025 | Feb 13, 2026 |
| XY Planning Network, Inc. | History | Added to | 51,465 | 2,565 | 0.45% | 0.24% | 140 | +37,309 | 263.56% | Q4 2025 | Jan 26, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 51,199 | 2,551 | 0.03% | 0.07% | 141 | -48,526 | -48.66% | Q4 2025 | Feb 03, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 50,745 | 2,529 | 0.01% | 0.01% | 142 | +17,344 | 51.93% | Q4 2025 | Jan 29, 2026 |
| Empowered Funds, LLC | History | Added to | 50,637 | 2,523 | 0.04% | 0.03% | 143 | +896 | 1.8% | Q4 2025 | Feb 18, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 48,476 | 2,416 | 0.09% | 0.1% | 144 | -7,177 | -12.9% | Q4 2025 | Feb 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 47,495 | 2,367 | 0.0% | 0.0% | 145 | +22,789 | 92.24% | Q4 2025 | Feb 17, 2026 |
| Applied Capital LLC | History | Added to | 47,457 | 2,365 | 0.91% | 0.65% | 146 | +15,152 | 46.9% | Q4 2025 | Jan 16, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 46,932 | 2,339 | 0.64% | 0.61% | 147 | +2,982 | 6.78% | Q4 2025 | Feb 06, 2026 |
| EQUITY INVESTMENT CORP | History | Added to | 46,600 | 2,322 | 0.05% | 0.05% | 148 | +385 | 0.83% | Q4 2025 | Feb 12, 2026 |
| Evergreen Wealth Management, LLC | History | Added to | 46,516 | 2,318 | 1.17% | 1.06% | 149 | +5,934 | 14.62% | Q4 2025 | Feb 06, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 45,276 | 2,256 | 0.25% | 0.24% | 150 | +2,118 | 4.91% | Q4 2025 | Jan 23, 2026 |
| TD Capital Management LLC | History | Reduced | 44,312 | 2,208 | 0.2% | 0.25% | 151 | -11,045 | -19.95% | Q4 2025 | Feb 26, 2026 |
| HB Wealth Management, LLC | History | Added to | 44,257 | 2,205 | 0.01% | 0.01% | 152 | +28,405 | 179.19% | Q4 2025 | Jan 28, 2026 |
| Two West Capital Advisors LLC | History | Added to | 44,164 | 2,201 | 1.28% | 1.22% | 153 | +3,690 | 9.12% | Q4 2025 | Jan 13, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 44,130 | 2,199 | 0.18% | 0.17% | 154 | +4,382 | 11.02% | Q4 2025 | Feb 09, 2026 |
| Approach Retirement Advisors, LLC | History | New | 41,889 | 2,087 | 1.8% | — | 155 | +41,889 | New | Q4 2025 | Jan 29, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | Reduced | 41,845 | 2,085 | 0.34% | 0.36% | 156 | -4,040 | -8.8% | Q4 2025 | Jan 29, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 41,852 | 2,085 | 0.5% | 0.52% | 157 | +2,303 | 5.82% | Q4 2025 | Feb 27, 2026 |
| Zhang Financial LLC | History | Added to | 41,413 | 2,064 | 0.08% | 0.04% | 158 | +23,433 | 130.33% | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | Added to | 41,183 | 2,052 | 0.1% | 0.1% | 159 | +8,538 | 26.15% | Q4 2025 | Feb 10, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 41,102 | 2,048 | 1.14% | 1.29% | 160 | +3,907 | 10.5% | Q4 2025 | Jan 28, 2026 |
| Stirlingshire Investments, Inc. | History | New | 40,930 | 2,039 | 1.81% | — | 161 | +40,930 | New | Q4 2025 | Feb 11, 2026 |
| LEGACY SOLUTIONS, LLC | History | Added to | 39,825 | 1,984 | 1.74% | 1.42% | 162 | +8,264 | 26.18% | Q4 2025 | Jan 14, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 39,565 | 1,971 | 0.87% | 0.94% | 163 | -2,246 | -5.37% | Q4 2025 | Feb 05, 2026 |
| Vise Technologies, Inc. | History | Added to | 38,696 | 1,928 | 0.04% | 0.02% | 164 | +30,165 | 353.59% | Q4 2025 | Feb 11, 2026 |
| SIGNAL TREE FINANCIAL PARTNERS LLC | History | Added to | 38,194 | 1,903 | 1.45% | 1.42% | 165 | +2,099 | 5.82% | Q4 2025 | Feb 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 37,098 | 1,848 | 0.03% | 0.02% | 166 | +4,531 | 13.91% | Q4 2025 | Feb 02, 2026 |
| Belpointe Asset Management LLC | History | Added to | 35,721 | 1,780 | 0.06% | 0.05% | 167 | +8,281 | 30.18% | Q4 2025 | Jan 27, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 35,695 | 1,779 | 0.68% | 0.69% | 168 | -1,675 | -4.48% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 35,225 | 1,755 | 0.08% | 0.08% | 169 | -825 | -2.29% | Q4 2025 | Jan 21, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 34,320 | 1,710 | 0.05% | 0.06% | 170 | -400 | -1.15% | Q4 2025 | Jan 12, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 33,745 | 1,682 | 0.11% | 0.14% | 171 | -8,749 | -20.59% | Q4 2025 | Feb 13, 2026 |
| MontVue Capital Management, Inc. | History | Reduced | 33,331 | 1,661 | 1.1% | 1.17% | 172 | -1,613 | -4.62% | Q4 2025 | Jan 27, 2026 |
| Avior Wealth Management, LLC | History | Added to | 32,848 | 1,637 | 0.05% | 0.05% | 173 | +1,927 | 6.23% | Q4 2025 | Jan 06, 2026 |
| INTREPID FAMILY OFFICE LLC | History | New | 32,500 | 1,619 | 1.4% | — | 174 | +32,500 | New | Q4 2025 | Feb 17, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 31,981 | 1,593 | 0.04% | 0.03% | 175 | +8,443 | 35.87% | Q4 2025 | Jan 20, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Added to | 31,460 | 1,572 | 0.01% | 0.01% | 176 | +4,000 | 14.57% | Q4 2025 | Jan 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 29,527 | 1,471 | 0.05% | 0.04% | 177 | +10,407 | 54.43% | Q4 2025 | Feb 06, 2026 |
| Texas Yale Capital Corp. | History | Added to | 28,200 | 1,405 | 0.04% | 0.04% | 178 | +2,010 | 7.67% | Q4 2025 | Feb 10, 2026 |
| Strategic Wealth Advisors LLC | History | New | 28,038 | 1,397 | 1.19% | — | 179 | +28,038 | New | Q4 2025 | Feb 03, 2026 |
| Amicus Financial Advisors, LLC | History | New | 27,907 | 1,390 | 0.39% | — | 180 | +27,907 | New | Q4 2025 | Mar 02, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 27,840 | 1,387 | 0.22% | 0.16% | 181 | +8,253 | 42.14% | Q4 2025 | Jan 23, 2026 |
| Prudent Man Investment Management, Inc. | History | Reduced | 27,772 | 1,384 | 0.47% | 0.97% | 182 | -7,543 | -21.36% | Q4 2025 | Feb 12, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 27,535 | 1,372 | 0.18% | 0.18% | 183 | +1,593 | 6.14% | Q4 2025 | Jan 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 27,514 | 1,371 | 0.01% | 0.01% | 184 | +656 | 2.44% | Q4 2025 | Feb 12, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 26,955 | 1,347 | 0.12% | 0.13% | 185 | -149 | -0.55% | Q4 2025 | Feb 02, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 26,500 | 1,320 | 0.52% | 0.16% | 187 | +19,500 | 278.57% | Q4 2025 | Jan 20, 2026 |
| Ballew Advisors, Inc | History | No change | 26,459 | 1,320 | 0.74% | 0.74% | 186 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 26,141 | 1,302 | 0.11% | 0.12% | 188 | -4,476 | -14.62% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 25,966 | 1,294 | 0.01% | 0.01% | 189 | +705 | 2.79% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 25,913 | 1,291 | 0.0% | 0.0% | 190 | +3,688 | 16.59% | Q4 2025 | Feb 02, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 25,570 | 1,274 | 0.08% | 0.09% | 191 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TriaGen Wealth Management LLC | History | Reduced | 25,486 | 1,270 | 0.33% | 0.33% | 192 | -191 | -0.74% | Q4 2025 | Jan 27, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 25,409 | 1,266 | 0.09% | 0.09% | 193 | +1,004 | 4.11% | Q4 2025 | Jan 16, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 25,069 | 1,249 | 0.14% | 0.14% | 194 | +152 | 0.61% | Q4 2025 | Feb 18, 2026 |
| GatePass Capital, LLC | History | Reduced | 24,500 | 1,221 | 0.63% | 0.72% | 195 | -500 | -2.0% | Q4 2025 | Feb 09, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 23,257 | 1,159 | 0.01% | — | 196 | +23,257 | New | Q4 2025 | Jan 20, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 22,034 | 1,098 | 0.25% | 0.27% | 197 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 21,340 | 1,063 | 0.28% | 0.28% | 198 | +143 | 0.67% | Q4 2025 | Feb 17, 2026 |
| Main Street Financial Solutions, LLC | History | New | 21,019 | 1,047 | 0.08% | — | 199 | +21,019 | New | Q4 2025 | Feb 17, 2026 |
| Manchester Capital Management LLC | History | No change | 20,922 | 1,042 | 0.14% | 0.14% | 200 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 20,709 | 1,032 | 0.1% | — | 201 | +20,709 | New | Q4 2025 | Feb 11, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 20,645 | 1,028 | 0.01% | 0.01% | 202 | -114 | -0.55% | Q4 2025 | Jan 27, 2026 |
| R.H. Investment Group, LLC | History | Added to | 20,400 | 1,016 | 0.85% | 0.56% | 203 | +7,500 | 58.14% | Q4 2025 | Jan 16, 2026 |
| Avestar Capital, LLC | History | New | 20,100 | 1,001 | 0.06% | — | 204 | +20,100 | New | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Reduced | 19,960 | 995 | 0.0% | 0.0% | 205 | -11,343 | -36.24% | Q4 2025 | Jan 26, 2026 |
| Joseph Group Capital Management | History | Reduced | 19,768 | 985 | 0.26% | 0.36% | 206 | -6,039 | -23.4% | Q4 2025 | Jan 30, 2026 |
| Life Planning Partners, Inc | History | Added to | 19,590 | 976 | 0.75% | 0.62% | 207 | +2,607 | 15.35% | Q4 2025 | Jan 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 19,568 | 975 | 0.01% | 0.01% | 208 | +11,809 | 152.2% | Q4 2025 | Jan 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 19,313 | 961 | 0.01% | — | 209 | +19,313 | New | Q4 2025 | Feb 17, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 19,270 | 960 | 0.01% | 0.02% | 210 | -10,540 | -35.36% | Q4 2025 | Feb 10, 2026 |
| Exeter Financial, LLC | History | Added to | 18,484 | 921 | 0.39% | 0.31% | 211 | +4,217 | 29.56% | Q4 2025 | Jan 07, 2026 |
| Powerhouse Assets LLC | History | New | 18,460 | 920 | 0.81% | — | 212 | +18,460 | New | Q4 2025 | Jan 15, 2026 |
| Financial Engines Advisors L.L.C. | History | New | 18,162 | 905 | 0.0% | — | 213 | +18,162 | New | Q4 2025 | Feb 12, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 16,943 | 844 | 0.13% | 0.14% | 214 | +82 | 0.49% | Q4 2025 | Jan 14, 2026 |
| Cheviot Value Management, LLC | History | Added to | 16,805 | 839 | 0.08% | 0.04% | 215 | +9,205 | 121.12% | Q4 2025 | Feb 03, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 16,650 | 829 | 0.06% | 0.11% | 216 | -10,500 | -38.67% | Q4 2025 | Feb 04, 2026 |
| CGC Financial Services, LLC | History | Reduced | 16,537 | 824 | 0.22% | 0.25% | 217 | -1,680 | -9.22% | Q4 2025 | Feb 03, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 16,481 | 821 | 0.03% | 0.03% | 218 | -433 | -2.56% | Q4 2025 | Feb 17, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 16,381 | 816 | 0.38% | 0.36% | 219 | +1,433 | 9.59% | Q4 2025 | Jan 23, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 16,367 | 815 | 0.04% | 0.06% | 220 | -6,494 | -28.41% | Q4 2025 | Feb 13, 2026 |
| Valpey Financial Services, LLC | History | Added to | 16,218 | 808 | 0.52% | 0.37% | 221 | +4,852 | 42.69% | Q4 2025 | Mar 04, 2026 |
| Brookstone Capital Management | History | Added to | 15,895 | 792 | 0.01% | 0.01% | 222 | +129 | 0.82% | Q4 2025 | Jan 15, 2026 |
| Ruedi Wealth Management, Inc. | History | Reduced | 15,676 | 781 | 0.2% | 0.22% | 223 | -391 | -2.43% | Q4 2025 | Feb 06, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 15,545 | 775 | 0.17% | 0.35% | 224 | -13,553 | -46.58% | Q4 2025 | Jan 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 15,430 | 769 | 0.02% | 0.01% | 225 | +3,890 | 33.71% | Q4 2025 | Feb 09, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Reduced | 15,281 | 761 | 0.33% | 0.42% | 226 | -3,919 | -20.41% | Q4 2025 | Feb 05, 2026 |
| Quadrant Private Wealth Management, LLC | History | New | 15,256 | 760 | 0.12% | — | 227 | +15,256 | New | Q4 2025 | Jan 26, 2026 |
| WESCAP Management Group, Inc. | History | No change | 15,125 | 753 | 0.15% | 0.16% | 228 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Infinity Wealth Counsel, LLC | History | Reduced | 14,756 | 735 | 0.67% | 1.14% | 230 | -8,775 | -37.29% | Q4 2025 | Jan 15, 2026 |
| SOL Capital Management CO | History | Reduced | 14,755 | 735 | 0.07% | 0.07% | 229 | -460 | -3.02% | Q4 2025 | Jan 30, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 14,699 | 732 | 0.1% | 0.11% | 231 | +292 | 2.03% | Q4 2025 | Jan 27, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Added to | 14,656 | 730 | 0.31% | 0.2% | 232 | +6,108 | 71.46% | Q4 2025 | Jan 22, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 14,265 | 711 | 0.0% | 0.0% | 233 | +14 | 0.1% | Q4 2025 | Feb 11, 2026 |
| RFG Advisory, LLC | History | Reduced | 14,203 | 707 | 0.01% | 0.01% | 234 | -205 | -1.42% | Q4 2025 | Feb 03, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 14,098 | 704 | 0.43% | 0.53% | 235 | -2,107 | -13.0% | Q4 2025 | Feb 11, 2026 |
| Carnegie Lake Advisors LLC | History | New | 14,000 | 697 | 0.27% | — | 236 | +14,000 | New | Q4 2025 | Feb 10, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 13,898 | 692 | 0.1% | 0.1% | 238 | +1,515 | 12.23% | Q4 2025 | Feb 05, 2026 |
| MORGAN STANLEY | History | Added to | 13,897 | 692 | 0.0% | 0.0% | 237 | +537 | 4.02% | Q4 2025 | Feb 13, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | New | 13,810 | 688 | 0.03% | — | 239 | +13,810 | New | Q4 2025 | Jan 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 13,740 | 684 | 0.0% | — | 240 | +13,740 | New | Q4 2025 | Mar 25, 2026 |
| Latitude Advisors, LLC | History | Added to | 13,635 | 679 | 0.3% | 0.29% | 241 | +898 | 7.05% | Q4 2025 | Jan 27, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 13,579 | 676 | 0.0% | 0.0% | 242 | -1,114 | -7.58% | Q4 2025 | Feb 18, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 13,358 | 665 | 0.15% | 0.09% | 243 | +4,560 | 51.83% | Q4 2025 | Feb 02, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Reduced | 13,330 | 664 | 0.1% | 0.17% | 244 | -7,755 | -36.78% | Q4 2025 | Jan 13, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 13,119 | 653 | 0.04% | 0.04% | 245 | +1,295 | 10.95% | Q4 2025 | Jan 23, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 12,922 | 644 | 0.25% | 0.34% | 246 | -3,672 | -22.13% | Q4 2025 | Jan 27, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 12,875 | 641 | 0.07% | 0.07% | 247 | +1,065 | 9.02% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 12,744 | 635 | 0.0% | 0.0% | 248 | -530 | -3.99% | Q4 2025 | Feb 10, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 12,736 | 634 | 0.04% | — | 249 | +12,736 | New | Q4 2025 | Feb 09, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 12,625 | 629 | 0.27% | 0.26% | 250 | +379 | 3.09% | Q4 2025 | Jan 22, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 12,585 | 627 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 12,543 | 625 | 0.18% | 0.19% | 252 | +183 | 1.48% | Q4 2025 | Feb 04, 2026 |
| William Howard & Co Financial Advisors Inc | History | No change | 12,476 | 621 | 0.52% | 0.53% | 253 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| WORLD EQUITY GROUP, INC. | History | New | 12,260 | 611 | 0.17% | — | 254 | +12,260 | New | Q4 2025 | Jan 12, 2026 |
| SAM Advisors, LLC | History | Added to | 11,993 | 597 | 0.19% | 0.17% | 255 | +1,561 | 14.96% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | New | 11,843 | 590 | 0.0% | — | 256 | +11,843 | New | Q4 2025 | Feb 05, 2026 |
| Family CFO Inc | History | Reduced | 11,635 | 579 | 0.26% | 0.38% | 257 | -4,781 | -29.12% | Q4 2025 | Jan 23, 2026 |
| WBH ADVISORY INC | History | No change | 11,591 | 577 | 0.04% | 0.04% | 258 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PINNACLE ASSOCIATES LTD | History | New | 11,252 | 560 | 0.01% | — | 259 | +11,252 | New | Q4 2025 | Feb 05, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 10,875 | 542 | 0.14% | 0.16% | 260 | -1,341 | -10.98% | Q4 2025 | Feb 06, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 10,871 | 541 | 0.02% | 0.02% | 261 | -542 | -4.75% | Q4 2025 | Feb 03, 2026 |
| Nikulski Financial, Inc. | History | Added to | 10,800 | 538 | 0.13% | 0.06% | 262 | +6,250 | 137.36% | Q4 2025 | Jan 15, 2026 |
| National Wealth Management Group, LLC | History | New | 10,630 | 529 | 0.18% | — | 263 | +10,630 | New | Q4 2025 | Jan 12, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 10,453 | 520 | 0.28% | 0.28% | 264 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| UBS Group AG | History | New | 10,190 | 507 | 0.0% | — | 265 | +10,190 | New | Q4 2025 | Jan 29, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 10,191 | 507 | 0.03% | 0.04% | 266 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Old Peak Finance LLC | History | New | 10,056 | 501 | 0.31% | — | 269 | +10,056 | New | Q4 2025 | Feb 10, 2026 |
| New Hampshire Trust | History | No change | 10,054 | 501 | 0.1% | 0.1% | 267 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Midwest Trust Co | History | No change | 10,054 | 501 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Keudell/Morrison Wealth Management | History | New | 10,000 | 498 | 0.1% | — | 270 | +10,000 | New | Q4 2025 | Feb 06, 2026 |
| Finivi Inc. | History | New | 9,933 | 495 | 0.29% | — | 271 | +9,933 | New | Q4 2025 | Jan 27, 2026 |
| Wedmont Private Capital | History | Reduced | 9,863 | 491 | 0.02% | 0.04% | 272 | -10,563 | -51.71% | Q4 2025 | Jan 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 9,841 | 490 | 0.0% | 0.0% | 273 | +1,040 | 11.82% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,813 | 489 | 0.01% | 0.01% | 274 | +1,003 | 11.38% | Q4 2025 | Jan 23, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 9,762 | 486 | 0.02% | 0.03% | 275 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,540 | 475 | 0.0% | 0.0% | 276 | +449 | 4.94% | Q4 2025 | Feb 18, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 9,433 | 470 | 0.01% | 0.0% | 277 | +7,059 | 297.35% | Q4 2025 | Feb 12, 2026 |
| Savant Capital, LLC | History | Added to | 9,424 | 469 | 0.0% | 0.0% | 278 | +374 | 4.13% | Q4 2025 | Feb 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 9,309 | 463 | 0.0% | 0.0% | 279 | +3,209 | 52.61% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | Added to | 9,250 | 461 | 0.03% | 0.01% | 280 | +6,558 | 243.61% | Q4 2025 | Jan 30, 2026 |
| MidAtlantic Capital Management, Inc. | History | New | 9,148 | 455 | 0.29% | — | 281 | +9,148 | New | Q4 2025 | Feb 10, 2026 |
| Berger Financial Group, Inc | History | Reduced | 9,074 | 452 | 0.03% | 0.03% | 282 | -9 | -0.1% | Q4 2025 | Jan 27, 2026 |
| Burton Enright Welch | History | Added to | 8,661 | 431 | 0.06% | 0.05% | 284 | +2,053 | 31.07% | Q4 2025 | Feb 13, 2026 |
| New Capital Management LP | History | Reduced | 8,648 | 431 | 0.11% | 0.12% | 283 | -502 | -5.49% | Q4 2025 | Jan 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 8,568 | 427 | 0.0% | 0.01% | 285 | +701 | 8.91% | Q4 2025 | Jan 29, 2026 |
| Keel Point, LLC | History | Reduced | 8,336 | 415 | 0.03% | 0.03% | 286 | -1,949 | -18.95% | Q4 2025 | Feb 12, 2026 |
| Allegheny Financial Group | History | No change | 8,346 | 415 | 0.06% | 0.08% | 287 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Odyssey Capital Advisors, Inc. | History | New | 7,892 | 393 | 0.35% | — | 288 | +7,892 | New | Q4 2025 | Feb 05, 2026 |
| Triton Financial Group Inc | History | Reduced | 7,835 | 390 | 0.26% | 0.53% | 289 | -8,104 | -50.84% | Q4 2025 | Feb 03, 2026 |
| WESBANCO BANK INC | History | Added to | 7,542 | 375 | 0.01% | 0.01% | 290 | +102 | 1.37% | Q4 2025 | Feb 03, 2026 |
| Wealth Management Associates, Inc. | History | No change | 7,450 | 371 | 0.13% | 0.13% | 291 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SARD WEALTH MANAGEMENT GROUP, LLC | History | Added to | 7,388 | 368 | 0.2% | 0.17% | 292 | +1,570 | 26.99% | Q4 2025 | Jan 08, 2026 |
| FIFTH THIRD BANCORP | History | New | 7,340 | 365 | 0.0% | — | 293 | +7,340 | New | Q4 2025 | Feb 02, 2026 |
| Essential Planning, LLC. | History | New | 7,328 | 365 | 0.12% | — | 294 | +7,328 | New | Q4 2025 | Jan 15, 2026 |
| Aegis Wealth Management, Inc. | History | New | 7,302 | 363 | 0.29% | — | 295 | +7,302 | New | Q4 2025 | Feb 05, 2026 |
| PLANNING DIRECTIONS INC | History | Added to | 7,279 | 362 | 0.18% | 0.19% | 296 | +130 | 1.82% | Q4 2025 | Jan 21, 2026 |
| Spire Wealth Management | History | Added to | 7,248 | 361 | 0.01% | 0.01% | 297 | +2,665 | 58.15% | Q4 2025 | Jan 14, 2026 |
| J. Derek Lewis & Associates Inc. | History | New | 7,144 | 356 | 0.08% | — | 298 | +7,144 | New | Q4 2025 | Mar 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 7,056 | 351 | 0.0% | 0.0% | 300 | +103 | 1.48% | Q4 2025 | Jan 21, 2026 |
| CULBERTSON A N & CO INC | History | No change | 7,050 | 351 | 0.05% | 0.05% | 299 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Ballentine Capital Advisors, Inc | History | Reduced | 6,933 | 345 | 0.15% | 0.28% | 301 | -5,802 | -45.56% | Q4 2025 | Feb 02, 2026 |
| Krilogy Financial LLC | History | Added to | 6,883 | 344 | 0.01% | 0.01% | 302 | +36 | 0.53% | Q4 2025 | Jan 27, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 6,900 | 343 | 0.01% | 0.01% | 303 | -700 | -9.21% | Q4 2025 | Jan 07, 2026 |
| 25 LLC | History | Added to | 6,872 | 342 | 0.11% | 0.07% | 304 | +2,852 | 70.95% | Q4 2025 | Jan 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,848 | 341 | 0.01% | 0.01% | 305 | -1,441 | -17.38% | Q4 2025 | Feb 06, 2026 |
| Castleview Partners, LLC | History | Added to | 6,762 | 337 | 0.17% | 0.18% | 306 | +73 | 1.09% | Q4 2025 | Jan 12, 2026 |
| Cogent Private Wealth, Inc. | History | New | 6,670 | 332 | 0.25% | — | 308 | +6,670 | New | Q4 2025 | Feb 10, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 6,674 | 332 | 0.03% | 0.02% | 307 | +840 | 14.4% | Q4 2025 | Jan 23, 2026 |
| Jacobi Capital Management LLC | History | New | 6,660 | 331 | 0.02% | — | 309 | +6,660 | New | Q4 2025 | Feb 13, 2026 |
| Prepared Retirement Institute LLC | History | No change | 6,634 | 330 | 0.17% | 0.17% | 310 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Equitable Holdings, Inc. | History | New | 6,587 | 328 | 0.0% | — | 311 | +6,587 | New | Q4 2025 | Feb 17, 2026 |
| Bath Savings Trust Co | History | Added to | 6,598 | 328 | 0.03% | 0.03% | 312 | +98 | 1.51% | Q4 2025 | Jan 12, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 6,566 | 327 | 0.01% | 0.02% | 314 | -1,304 | -16.57% | Q4 2025 | Feb 13, 2026 |
| Curi Capital, LLC | History | No change | 6,574 | 327 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 6,497 | 323 | 0.14% | 0.1% | 315 | +2,024 | 45.25% | Q4 2025 | Jan 29, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Reduced | 6,384 | 318 | 0.05% | 0.06% | 316 | -344 | -5.11% | Q4 2025 | Feb 13, 2026 |
| Bulwark Capital Corp | History | Reduced | 6,380 | 317 | 0.23% | 0.25% | 317 | -45 | -0.7% | Q4 2025 | Jan 12, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 6,266 | 312 | 0.03% | 0.03% | 318 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | Added to | 6,241 | 311 | 0.0% | 0.0% | 319 | +663 | 11.89% | Q4 2025 | Jan 29, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 6,192 | 308 | 0.1% | 0.0% | 320 | +6,022 | 3542.35% | Q4 2025 | Feb 10, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 6,154 | 306 | 0.07% | 0.07% | 321 | +454 | 7.96% | Q4 2025 | Jan 16, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 6,099 | 303 | 0.02% | — | 322 | +6,099 | New | Q4 2025 | Feb 04, 2026 |
| Rockbridge Investment Management, LCC | History | New | 6,078 | 302 | 0.03% | — | 324 | +6,078 | New | Q4 2025 | Feb 04, 2026 |
| Peak Asset Management, LLC | History | No change | 6,062 | 302 | 0.05% | 0.05% | 323 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Planning Center, Inc. | History | Reduced | 6,010 | 299 | 0.03% | 0.04% | 325 | -749 | -11.08% | Q4 2025 | Feb 02, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 5,979 | 297 | 0.11% | 0.15% | 326 | -1,502 | -20.08% | Q4 2025 | Feb 10, 2026 |
| Vident Advisory, LLC | History | New | 5,867 | 292 | 0.0% | — | 327 | +5,867 | New | Q4 2025 | Feb 18, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 5,843 | 291 | 0.01% | — | 328 | +5,843 | New | Q4 2025 | Feb 09, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 5,850 | 291 | 0.03% | 0.03% | 329 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Murphy Pohlad Asset Management LLC | History | Added to | 5,780 | 288 | 0.11% | 0.11% | 330 | +145 | 2.57% | Q4 2025 | Feb 09, 2026 |
| Coston, McIsaac & Partners | History | Added to | 5,757 | 286 | 0.07% | 0.06% | 331 | +680 | 13.39% | Q4 2025 | Feb 03, 2026 |
| TERRIL BROTHERS, INC. | History | No change | 5,700 | 284 | 0.07% | 0.09% | 332 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 5,667 | 282 | 0.01% | 0.01% | 333 | +2 | 0.04% | Q4 2025 | Feb 09, 2026 |
| Capital Square, LLC | History | Reduced | 5,651 | 281 | 0.14% | 0.16% | 334 | -805 | -12.47% | Q4 2025 | Feb 13, 2026 |
| Successful Portfolios LLC | History | New | 5,620 | 280 | 0.14% | — | 335 | +5,620 | New | Q4 2025 | Jan 23, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 5,595 | 278 | 0.06% | — | 337 | +5,595 | New | Q4 2025 | Jan 09, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,593 | 278 | 0.02% | 0.02% | 336 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Lido Advisors, LLC | History | Reduced | 5,522 | 276 | 0.0% | 0.0% | 339 | -196 | -3.43% | Q4 2025 | Feb 10, 2026 |
| Aegis Wealth Management LLC | History | Added to | 5,538 | 276 | 0.16% | 0.15% | 338 | +81 | 1.48% | Q4 2025 | Jan 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 5,512 | 274 | 0.01% | 0.01% | 340 | -2,212 | -28.64% | Q4 2025 | Feb 02, 2026 |
| Prospera Financial Services Inc | History | No change | 5,400 | 269 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| VANGUARD GROUP INC | History | Added to | 5,393 | 268 | 0.0% | 0.0% | 342 | +95 | 1.79% | Q4 2025 | Jan 29, 2026 |
| COOKSON PEIRCE & CO INC | History | New | 5,375 | 267 | 0.01% | — | 343 | +5,375 | New | Q4 2025 | Feb 11, 2026 |
| StoneX Group Inc. | History | New | 5,328 | 265 | 0.01% | — | 344 | +5,328 | New | Q4 2025 | Feb 12, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Added to | 5,303 | 264 | 0.03% | 0.03% | 345 | +303 | 6.06% | Q4 2025 | Jan 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,269 | 262 | 0.0% | 0.0% | 346 | +134 | 2.61% | Q4 2025 | Feb 06, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 5,244 | 261 | 0.01% | — | 347 | +5,244 | New | Q4 2025 | Jan 14, 2026 |
| Kingsview Wealth Management, LLC | History | New | 5,205 | 259 | 0.0% | — | 348 | +5,205 | New | Q4 2025 | Feb 09, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 5,186 | 258 | 0.0% | 0.01% | 349 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Olde Wealth Management, LLC | History | Reduced | 5,063 | 252 | 0.08% | 0.09% | 351 | -1,092 | -17.74% | Q4 2025 | Feb 12, 2026 |
| Corundum Group, Inc. | History | No change | 5,069 | 252 | 0.08% | 0.1% | 350 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 5,025 | 250 | 0.13% | 0.11% | 352 | +825 | 19.64% | Q4 2025 | Feb 12, 2026 |
| HANOVER ADVISORS INC | History | No change | 4,998 | 249 | 0.1% | 0.1% | 353 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 5,000 | 249 | 0.18% | 0.17% | 354 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Fisher Asset Management, LLC | History | New | 4,916 | 245 | 0.0% | — | 355 | +4,916 | New | Q4 2025 | Feb 09, 2026 |
| CURIO WEALTH, LLC | History | No change | 4,938 | 245 | 0.09% | 0.1% | 356 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Busey Bank | History | No change | 4,853 | 241 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Pathstone Holdings, LLC | History | New | 4,742 | 236 | 0.0% | — | 358 | +4,742 | New | Q4 2025 | Feb 13, 2026 |
| Sigma Planning Corp | History | New | 4,684 | 233 | 0.01% | — | 359 | +4,684 | New | Q4 2025 | Jan 30, 2026 |
| CVA Family Office, LLC | History | No change | 4,683 | 233 | 0.03% | 0.03% | 360 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| GSG Advisors LLC | History | Reduced | 4,645 | 231 | 0.06% | 0.1% | 361 | -3,177 | -40.62% | Q4 2025 | Jan 08, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Added to | 4,588 | 228 | 0.04% | 0.04% | 362 | +50 | 1.1% | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 4,545 | 226 | 0.0% | — | 363 | +4,545 | New | Q4 2025 | Feb 18, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 4,504 | 224 | 0.0% | 0.0% | 364 | -201 | -4.27% | Q4 2025 | Jan 23, 2026 |
| PFG Advisors | History | New | 4,487 | 223 | 0.01% | — | 365 | +4,487 | New | Q4 2025 | Jan 27, 2026 |
| Wisconsin Wealth Advisors, LLC | History | New | 4,442 | 221 | 0.22% | — | 366 | +4,442 | New | Q4 2025 | Jan 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 4,365 | 218 | 0.0% | 0.0% | 367 | +300 | 7.38% | Q4 2025 | Jan 05, 2026 |
| Principle Wealth Partners LLC | History | New | 4,370 | 217 | 0.01% | — | 369 | +4,370 | New | Q4 2025 | Feb 06, 2026 |
| Convergence Financial, LLC | History | Added to | 4,358 | 217 | 0.03% | 0.03% | 370 | +245 | 5.96% | Q4 2025 | Feb 11, 2026 |
| Cerity Partners LLC | History | No change | 4,360 | 217 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 4,296 | 214 | 0.0% | — | 371 | +4,296 | New | Q4 2025 | Feb 10, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 4,239 | 211 | 0.01% | — | 373 | +4,239 | New | Q4 2025 | Feb 03, 2026 |
| HOLDERNESS INVESTMENTS CO | History | No change | 4,245 | 211 | 0.04% | 0.04% | 372 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 4,220 | 210 | 0.03% | 0.05% | 374 | -3,200 | -43.13% | Q4 2025 | Jan 21, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 4,231 | 210 | 0.02% | 0.01% | 375 | +64 | 1.54% | Q4 2025 | Feb 12, 2026 |
| Hummer Financial Advisory Services Inc | History | No change | 4,200 | 209 | 0.15% | 0.15% | 376 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 4,076 | 203 | 0.04% | 0.05% | 378 | +15 | 0.37% | Q4 2025 | Feb 09, 2026 |
| Allen Investment Management, LLC | History | No change | 4,089 | 203 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 4,073 | 202 | 0.07% | 0.07% | 379 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Financial Perspectives, Inc | History | No change | 4,042 | 201 | 0.05% | 0.06% | 380 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Blume Capital Management, Inc. | History | No change | 2,819 | 140 | 0.03% | 0.03% | 381 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| McIlrath & Eck, LLC | History | No change | 2,542 | 126 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Graney & King, LLC | History | Reduced | 2,409 | 120 | 0.07% | 0.09% | 383 | -320 | -11.73% | Q4 2025 | Feb 13, 2026 |
| Anchor Investment Management, LLC | History | Added to | 2,370 | 118 | 0.01% | 0.01% | 384 | +34 | 1.46% | Q4 2025 | Feb 26, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,260 | 112 | 0.0% | 0.0% | 385 | -490 | -17.82% | Q4 2025 | Jan 30, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 2,211 | 110 | 0.01% | 0.0% | 387 | +1,511 | 215.86% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,217 | 110 | 0.01% | 0.01% | 386 | +245 | 12.42% | Q4 2025 | Jan 20, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1,805 | 89 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,714 | 85 | 0.0% | 0.0% | 389 | -30 | -1.72% | Q4 2025 | Feb 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,713 | 85 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Frankly Finances, LLC | History | New | 1,657 | 82 | 0.07% | — | 391 | +1,657 | New | Q4 2025 | Jan 26, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 1,610 | 80 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,546 | 77 | 0.01% | 0.01% | 393 | -2,067 | -57.21% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1,500 | 74 | 0.01% | — | 394 | +1,500 | New | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,437 | 71 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 1,383 | 68 | 0.02% | 0.02% | 396 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | New | 1,096 | 54 | 0.0% | — | 397 | +1,096 | New | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,005 | 50 | 0.0% | 0.03% | 398 | -6,238 | -86.12% | Q4 2025 | Feb 03, 2026 |
| Westfuller Advisors, LLC | History | Added to | 1,007 | 50 | 0.02% | 0.02% | 400 | +15 | 1.51% | Q4 2025 | Jan 21, 2026 |
| Dunhill Financial, LLC | History | No change | 1,018 | 50 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Crewe Advisors LLC | History | No change | 991 | 49 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Avalon Trust Co | History | No change | 1,000 | 49 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 857 | 42 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 750 | 37 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bank of Jackson Hole Trust | History | No change | 744 | 37 | 0.02% | 0.02% | 405 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Salomon & Ludwin, LLC | History | New | 622 | 31 | 0.0% | — | 406 | +622 | New | Q4 2025 | Jan 28, 2026 |
| Triumph Capital Management | History | New | 619 | 30 | 0.01% | — | 407 | +619 | New | Q4 2025 | Feb 12, 2026 |
| Safe Harbor Fiduciary, LLC | History | New | 588 | 29 | 0.03% | — | 409 | +588 | New | Q4 2025 | Feb 17, 2026 |
| Front Row Advisors LLC | History | No change | 600 | 29 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kingdom Financial Group LLC. | History | New | 544 | 27 | 0.01% | — | 410 | +544 | New | Q4 2025 | Feb 06, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 538 | 26 | 0.0% | — | 411 | +538 | New | Q4 2025 | Jan 15, 2026 |
| ASSETMARK, INC | History | Added to | 518 | 25 | 0.0% | 0.0% | 412 | +364 | 236.36% | Q4 2025 | Jan 23, 2026 |
| Ancora Advisors LLC | History | No change | 509 | 25 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| First PREMIER Bank | History | No change | 500 | 25 | 0.01% | 0.01% | 414 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Olistico Wealth, LLC | History | New | 497 | 24 | 0.01% | — | 415 | +497 | New | Q4 2025 | Jan 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 442 | 22 | 0.01% | 0.01% | 416 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Tidemark, LLC | History | Added to | 421 | 21 | 0.01% | 0.01% | 417 | +6 | 1.45% | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | No change | 410 | 20 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Aventura Private Wealth, LLC | History | No change | 324 | 16 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| MCF Advisors LLC | History | New | 260 | 12 | 0.0% | — | 420 | +260 | New | Q4 2025 | Feb 11, 2026 |
| Cornerstone Financial Management LLC | History | New | 211 | 10 | 0.01% | — | 421 | +211 | New | Q4 2025 | Feb 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 200 | 9 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| HM PAYSON & CO | History | New | 105 | 5 | 0.0% | — | 423 | +105 | New | Q4 2025 | Feb 12, 2026 |
| TSFG, LLC | History | Added to | 81 | 4 | 0.0% | 0.0% | 425 | +1 | 1.25% | Q4 2025 | Feb 04, 2026 |
| Oakworth Capital, Inc. | History | No change | 85 | 4 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 77 | 3 | 0.0% | — | 426 | +77 | New | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 80 | 3 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 77 | 3 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 25 | 1 | 0.0% | — | 430 | +25 | New | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 33 | 1 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Kintayl Capital LP | History | Closed out | 0 | 0 | — | 3.72% | — | -120,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Aberdeen Wealth Management LLC | History | Closed out | 0 | 0 | — | 2.12% | — | -67,481 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -64,646 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 1.05% | — | -40,967 | -100.0% | Q3 2025 | Nov 21, 2025 |
| GEN Financial Management, INC. | History | Closed out | 0 | 0 | — | 1.62% | — | -37,654 | -100.0% | Q3 2025 | Oct 15, 2025 |
| LifeGoal Investments, LLC | History | Closed out | 0 | 0 | — | 0.53% | — | -12,871 | -100.0% | Q3 2025 | Nov 24, 2025 |
| WASHINGTON CAPITAL MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.36% | — | -10,000 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,410 | -100.0% | Q3 2025 | Nov 06, 2025 |
| LGT Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.75% | — | -7,020 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,360 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Northwest Capital Management Inc | History | Closed out | 0 | 0 | — | 0.32% | — | -6,200 | -100.0% | Q3 2025 | Oct 20, 2025 |
| BBR PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,898 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Regal Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,618 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,323 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Berkeley Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,283 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Premier Financial Group | History | Closed out | 0 | 0 | — | 0.07% | — | -5,050 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Willis Johnson & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,983 | -100.0% | Q3 2025 | Nov 06, 2025 |
| COMMERCE BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -4,726 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -4,583 | -100.0% | Q3 2025 | Nov 14, 2025 |
| KLINGENSTEIN FIELDS & CO LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,296 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,085 | -100.0% | Q3 2025 | Nov 14, 2025 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -4,008 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,601 | -100.0% | Q3 2025 | Jan 12, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2025 | Oct 22, 2025 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -123 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q3 2025 | Nov 14, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q3 2025 | Nov 14, 2025 |