Dimensional ETF Trust - DFAE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Retirement Systems of Alabama | History | No change | 12,668,769 | 412,621 | 1.34% | 1.33% | 1 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| MATHER GROUP, LLC. | History | Added to | 12,166,621 | 396,266 | 4.08% | 3.87% | 2 | +13,817 | 0.11% | Q4 2025 | Jan 13, 2026 |
| FMR LLC | History | Reduced | 9,266,581 | 301,812 | 0.02% | 0.02% | 3 | -168,954 | -1.79% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 6,420,967 | 209,130 | 0.03% | 0.03% | 4 | -28,702 | -0.45% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 6,125,729 | 199,514 | 0.01% | 0.01% | 5 | +362,708 | 6.29% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 4,293,101 | 139,826 | 1.8% | 1.91% | 6 | -194,724 | -4.34% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Added to | 4,142,087 | 134,925 | 0.16% | 0.16% | 7 | +180,130 | 4.55% | Q4 2025 | Feb 13, 2026 |
| Foster Group, Inc. | History | Reduced | 3,931,073 | 128,035 | 3.87% | 3.98% | 8 | -89,476 | -2.23% | Q4 2025 | Jan 12, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 3,086,900 | 100,540 | 1.02% | 0.95% | 9 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Root Financial Partners, LLC | History | Added to | 3,034,490 | 98,833 | 5.05% | 5.32% | 10 | +295,273 | 10.78% | Q4 2025 | Feb 10, 2026 |
| Vise Technologies, Inc. | History | Added to | 2,670,478 | 86,977 | 1.7% | 0.8% | 11 | +1,991,134 | 293.1% | Q4 2025 | Feb 11, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 2,554,612 | 83,203 | 0.66% | 0.43% | 12 | -73,246 | -2.79% | Q4 2025 | Feb 13, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 2,525,999 | 82,271 | 5.76% | 5.65% | 13 | +81,523 | 3.33% | Q4 2025 | Feb 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,485,406 | 80,949 | 0.05% | 0.04% | 14 | +541,777 | 27.87% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 2,387,523 | 77,761 | 0.08% | 0.08% | 15 | +223,758 | 10.34% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 2,154,416 | 70,169 | 0.08% | 0.09% | 16 | +429,107 | 24.87% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 2,088,143 | 68,010 | 0.01% | — | 17 | +2,088,143 | New | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,021,112 | 65,827 | 0.07% | 0.08% | 18 | -101,615 | -4.79% | Q4 2025 | Feb 06, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 2,019,725 | 65,782 | 1.23% | 1.19% | 19 | +156,291 | 8.39% | Q4 2025 | Feb 06, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 1,949,400 | 63,491 | 3.5% | 3.23% | 20 | +230,774 | 13.43% | Q4 2025 | Feb 02, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 1,778,830 | 57,936 | 3.52% | 3.56% | 21 | +22,580 | 1.29% | Q4 2025 | Jan 29, 2026 |
| Falcon Wealth Planning | History | Added to | 1,771,839 | 57,708 | 4.86% | 4.94% | 22 | +29,726 | 1.71% | Q4 2025 | Feb 03, 2026 |
| Cerity Partners LLC | History | Added to | 1,728,541 | 56,298 | 0.08% | 0.08% | 23 | +260,949 | 17.78% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,680,429 | 54,731 | 0.07% | 0.02% | 24 | +1,216,700 | 262.37% | Q4 2025 | Mar 09, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Reduced | 1,569,653 | 51,123 | 1.22% | 1.28% | 25 | -127,955 | -7.54% | Q4 2025 | Feb 02, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 1,569,653 | 51,123 | 1.05% | 1.08% | 26 | -127,955 | -7.54% | Q4 2025 | Feb 10, 2026 |
| Creative Planning | History | Reduced | 1,491,023 | 48,562 | 0.03% | 0.04% | 27 | -14,873 | -0.99% | Q4 2025 | Feb 17, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 1,346,667 | 43,860 | 2.58% | 1.62% | 28 | +592,243 | 78.5% | Q4 2025 | Feb 10, 2026 |
| Horizon Investments, LLC | History | Added to | 1,340,917 | 43,673 | 0.55% | 0.31% | 29 | +587,678 | 78.02% | Q4 2025 | Feb 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,256,826 | 42,694 | 0.06% | 0.06% | 30 | +26,363 | 2.14% | Q4 2025 | Jan 08, 2026 |
| MASECO LLP | History | Added to | 1,291,691 | 42,076 | 1.83% | 1.86% | 31 | +73,526 | 6.04% | Q4 2025 | Jan 22, 2026 |
| RAM Investment Partners, LLC | History | Added to | 1,288,728 | 41,973 | 7.59% | 7.01% | 32 | +103,437 | 8.73% | Q4 2025 | Feb 12, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 1,271,792 | 41,422 | 3.98% | — | 33 | +1,271,792 | New | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 1,247,591 | 40,634 | 0.11% | 0.11% | 34 | +87,435 | 7.54% | Q4 2025 | Jan 26, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,187,547 | 38,678 | 0.06% | 0.06% | 35 | -27,662 | -2.28% | Q4 2025 | Feb 18, 2026 |
| LPL Financial LLC | History | Added to | 1,138,670 | 37,086 | 0.01% | 0.01% | 36 | +27,665 | 2.49% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,097,299 | 35,739 | 0.01% | 0.01% | 37 | -14,606 | -1.31% | Q4 2025 | Feb 10, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 1,081,599 | 35,227 | 9.16% | 8.8% | 38 | -52,605 | -4.64% | Q4 2025 | Jan 07, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 1,077,320 | 35,088 | 6.4% | 6.5% | 39 | -20,386 | -1.86% | Q4 2025 | Jan 26, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 1,038,772 | 33,832 | 0.33% | 0.32% | 40 | +60,789 | 6.22% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 1,031,607 | 33,599 | 0.41% | 0.37% | 41 | +17,728 | 1.75% | Q4 2025 | Feb 11, 2026 |
| Ledyard National Bank | History | Reduced | 993,653 | 32,363 | 2.79% | 2.82% | 42 | -5,168 | -0.52% | Q4 2025 | Jan 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 900,442 | 29,327 | 0.25% | 0.21% | 43 | +55,683 | 6.59% | Q4 2025 | Jan 05, 2026 |
| West Financial Advisors, LLC | History | Reduced | 890,148 | 28,992 | 4.89% | 4.8% | 44 | -31,400 | -3.41% | Q4 2025 | Jan 13, 2026 |
| RVW Wealth, LLC | History | Reduced | 885,206 | 28,831 | 2.2% | 2.23% | 45 | -19,970 | -2.21% | Q4 2025 | Jan 12, 2026 |
| WPWealth LLP | History | Reduced | 864,534 | 28,157 | 4.41% | 4.48% | 46 | -4,086 | -0.47% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 860,897 | 28,039 | 0.34% | 0.35% | 47 | -14,634 | -1.67% | Q4 2025 | Jan 21, 2026 |
| Austin Wealth Management, LLC | History | Added to | 790,284 | 26,656 | 3.94% | 3.78% | 48 | +40,433 | 5.39% | Q4 2025 | Jan 26, 2026 |
| Stadion Money Management, LLC | History | Added to | 807,075 | 26,286 | 2.13% | 0.67% | 49 | +541,991 | 204.46% | Q4 2025 | Feb 17, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 795,125 | 25,897 | 4.03% | 4.01% | 50 | -5,320 | -0.66% | Q4 2025 | Jan 23, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 782,838 | 25,497 | 0.46% | 0.51% | 51 | -5,282 | -0.67% | Q4 2025 | Jan 16, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 773,451 | 25,191 | 0.5% | 0.54% | 52 | -82,722 | -9.66% | Q4 2025 | Feb 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 762,201 | 24,824 | 0.03% | 0.03% | 53 | +75,026 | 10.92% | Q4 2025 | Feb 12, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 759,127 | 24,724 | 7.77% | 7.67% | 54 | +23,262 | 3.16% | Q4 2025 | Feb 06, 2026 |
| Annandale Capital, LLC | History | Added to | 751,675 | 24,482 | 2.9% | 3.8% | 55 | +43,472 | 6.14% | Q4 2025 | Feb 12, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 743,154 | 24,204 | 3.37% | 2.62% | 56 | +159,061 | 27.23% | Q4 2025 | Jan 29, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 739,164 | 24,074 | 2.59% | 2.55% | 57 | +105,136 | 16.58% | Q4 2025 | Jan 28, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 713,808 | 23,248 | 3.28% | 3.32% | 58 | +46,987 | 7.05% | Q4 2025 | Jan 12, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 709,891 | 23,121 | 1.92% | 2.03% | 59 | -20,957 | -2.87% | Q4 2025 | Feb 09, 2026 |
| Berger Financial Group, Inc | History | Added to | 706,343 | 23,005 | 1.33% | 1.3% | 60 | +14,138 | 2.04% | Q4 2025 | Jan 27, 2026 |
| Marquette Asset Management, LLC | History | Added to | 695,851 | 22,663 | 3.35% | 3.34% | 61 | +4,664 | 0.67% | Q4 2025 | Jan 16, 2026 |
| Clearstead Advisors, LLC | History | Added to | 675,633 | 22,005 | 0.28% | 0.28% | 62 | +5,517 | 0.82% | Q4 2025 | Feb 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 672,473 | 21,902 | 1.23% | 1.23% | 63 | +5,062 | 0.76% | Q4 2025 | Jan 14, 2026 |
| CPA Asset Management Group, LLC | History | Added to | 670,917 | 21,851 | 7.67% | 7.83% | 64 | +27,079 | 4.21% | Q4 2025 | Jan 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 653,290 | 21,277 | 0.0% | 0.0% | 65 | +75,563 | 13.08% | Q4 2025 | Feb 11, 2026 |
| BRIGHTON JONES LLC | History | Added to | 651,493 | 21,219 | 0.78% | 0.46% | 66 | +44,903 | 7.4% | Q4 2025 | Jan 27, 2026 |
| Wealth Management Nebraska | History | Added to | 651,422 | 21,216 | 2.43% | 2.33% | 67 | +31,778 | 5.13% | Q4 2025 | Jan 28, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 640,923 | 20,874 | 0.69% | 0.7% | 68 | +40,389 | 6.73% | Q4 2025 | Jan 14, 2026 |
| Arista Wealth Management, LLC | History | Added to | 637,918 | 20,776 | 2.55% | 2.44% | 69 | +15,655 | 2.52% | Q4 2025 | Feb 09, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 629,761 | 20,511 | 0.16% | 0.16% | 70 | +5,457 | 0.87% | Q4 2025 | Feb 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 615,473 | 20,045 | 0.23% | 0.23% | 71 | -23,568 | -3.69% | Q4 2025 | Jan 21, 2026 |
| Pioneer Wealth Management Group | History | Added to | 611,819 | 19,926 | 6.05% | 6.14% | 72 | +8,877 | 1.47% | Q4 2025 | Jan 12, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 602,736 | 19,631 | 5.92% | 5.91% | 73 | +16,221 | 2.77% | Q4 2025 | Jan 23, 2026 |
| Colony Family Offices, LLC | History | Added to | 599,090 | 19,512 | 4.87% | 4.74% | 74 | +18,790 | 3.24% | Q4 2025 | Jan 22, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 597,107 | 19,447 | 2.2% | 2.24% | 75 | -5,002 | -0.83% | Q4 2025 | Jan 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 578,533 | 18,842 | 0.01% | 0.01% | 76 | -31,082 | -5.1% | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 563,052 | 18,338 | 0.13% | 0.14% | 77 | +41,934 | 8.05% | Q4 2025 | Feb 18, 2026 |
| Avior Wealth Management, LLC | History | Added to | 549,493 | 17,896 | 0.56% | 0.43% | 78 | +125,322 | 29.55% | Q4 2025 | Jan 06, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 549,450 | 17,895 | 0.43% | 0.39% | 79 | +54,570 | 11.03% | Q4 2025 | Feb 03, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 542,295 | 17,662 | 5.14% | 5.02% | 80 | -60,222 | -10.0% | Q4 2025 | Feb 06, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 537,666 | 17,511 | 0.82% | 0.79% | 81 | +23,975 | 4.67% | Q4 2025 | Jan 29, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 535,156 | 17,430 | 3.46% | 3.3% | 82 | +25,915 | 5.09% | Q4 2025 | Feb 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 533,261 | 17,368 | 0.39% | 0.31% | 83 | +113,209 | 26.95% | Q4 2025 | Jan 27, 2026 |
| McKinley Carter Wealth Services, Inc. | History | New | 523,351 | 17,045 | 0.95% | — | 84 | +523,351 | New | Q4 2025 | Feb 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 506,982 | 16,512 | 0.09% | — | 85 | +506,982 | New | Q4 2025 | Feb 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 500,751 | 16,309 | 0.01% | 0.0% | 86 | +25,051 | 5.27% | Q4 2025 | Feb 18, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 500,409 | 16,298 | 0.12% | 0.01% | 87 | +464,416 | 1290.3% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 500,402 | 16,298 | 0.09% | 0.1% | 88 | -36,165 | -6.74% | Q4 2025 | Feb 03, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 492,420 | 16,038 | 3.46% | 3.54% | 89 | +7,386 | 1.52% | Q4 2025 | Jan 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 491,362 | 16,003 | 0.08% | 0.07% | 90 | +45,250 | 10.14% | Q4 2025 | Feb 17, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 488,575 | 15,912 | 1.47% | 1.14% | 91 | +126,349 | 34.88% | Q4 2025 | Jan 07, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 481,834 | 15,693 | 4.48% | 4.32% | 92 | +29,323 | 6.48% | Q4 2025 | Feb 17, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 477,142 | 15,540 | 1.36% | 1.34% | 93 | +2,305 | 0.49% | Q4 2025 | Feb 12, 2026 |
| First Bancorp, Inc /ME/ | History | Added to | 469,113 | 15,279 | 8.12% | 7.82% | 94 | +3,319 | 0.71% | Q4 2025 | Jan 26, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 467,819 | 15,236 | 0.43% | 0.44% | 95 | -24,195 | -4.92% | Q4 2025 | Feb 05, 2026 |
| Envision Financial Planning, LLC | History | Reduced | 462,688 | 15,069 | 5.7% | 6.37% | 96 | -13,562 | -2.85% | Q4 2025 | Feb 17, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 448,560 | 14,609 | 0.61% | 0.68% | 97 | +12,250 | 2.81% | Q4 2025 | Jan 28, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 444,032 | 14,462 | 3.32% | 3.35% | 98 | +1,418 | 0.32% | Q4 2025 | Jan 06, 2026 |
| Chico Wealth RIA | History | Added to | 441,195 | 14,369 | 9.36% | 8.7% | 99 | +35,075 | 8.64% | Q4 2025 | Feb 10, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 412,340 | 14,225 | 0.92% | 0.88% | 100 | +21,874 | 5.6% | Q4 2025 | Jan 23, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 434,485 | 14,151 | 1.54% | 1.56% | 101 | -23,885 | -5.21% | Q4 2025 | Jan 16, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 434,168 | 14,140 | 2.21% | 1.87% | 102 | +111,764 | 34.67% | Q4 2025 | Feb 03, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 431,417 | 14,051 | 1.03% | 1.01% | 103 | +15,109 | 3.63% | Q4 2025 | Feb 10, 2026 |
| TCP Asset Management, LLC | History | Added to | 430,016 | 14,005 | 2.36% | 2.35% | 104 | +12,073 | 2.89% | Q4 2025 | Jan 07, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 423,250 | 13,785 | 0.44% | 0.49% | 105 | -112,991 | -21.07% | Q4 2025 | Jan 09, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 416,048 | 13,550 | 1.23% | 1.23% | 106 | -13,902 | -3.23% | Q4 2025 | Feb 17, 2026 |
| Security Financial Services, INC. | History | Added to | 414,003 | 13,484 | 2.12% | 2.01% | 107 | +19,771 | 5.02% | Q4 2025 | Jan 27, 2026 |
| Efficient Advisors, LLC | History | Reduced | 412,468 | 13,434 | 0.78% | 0.88% | 108 | -85,041 | -17.09% | Q4 2025 | Jan 21, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 406,509 | 13,239 | 2.05% | 2.05% | 109 | +8,453 | 2.12% | Q4 2025 | Jan 21, 2026 |
| BWM Planning, LLC | History | Added to | 400,278 | 13,037 | 3.48% | 3.75% | 110 | +890 | 0.22% | Q4 2025 | Jan 14, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Reduced | 389,112 | 12,673 | 6.01% | 6.07% | 111 | -8,400 | -2.11% | Q4 2025 | Feb 10, 2026 |
| Avondale Wealth Management | History | Added to | 385,468 | 12,554 | 6.46% | 6.32% | 112 | +9,253 | 2.46% | Q4 2025 | Feb 17, 2026 |
| Guardian Wealth Management, LLC | History | New | 378,223 | 12,318 | 3.91% | — | 114 | +378,223 | New | Q4 2025 | Jan 20, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 378,225 | 12,318 | 2.57% | 2.39% | 113 | +27,359 | 7.8% | Q4 2025 | Jan 22, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 367,506 | 11,969 | 2.06% | 1.78% | 115 | +16,922 | 4.83% | Q4 2025 | Feb 13, 2026 |
| DDFG, Inc | History | Reduced | 351,719 | 11,455 | 2.51% | 2.58% | 116 | -2,158 | -0.61% | Q4 2025 | Jan 08, 2026 |
| Cresset Asset Management, LLC | History | Added to | 351,485 | 11,447 | 0.05% | 0.05% | 117 | +3,297 | 0.95% | Q4 2025 | Feb 17, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 348,121 | 11,338 | 4.79% | 5.05% | 118 | -4,988 | -1.41% | Q4 2025 | Feb 02, 2026 |
| Prudent Man Investment Management, Inc. | History | Added to | 347,645 | 11,322 | 3.81% | 1.76% | 119 | +222,665 | 178.16% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 341,076 | 11,108 | 0.06% | 0.06% | 120 | +39,289 | 13.02% | Q4 2025 | Feb 13, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 339,794 | 11,067 | 0.97% | 0.93% | 121 | +8,118 | 2.45% | Q4 2025 | Feb 06, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 332,383 | 10,825 | 0.34% | 0.35% | 122 | -4,267 | -1.27% | Q4 2025 | Jan 30, 2026 |
| Betterment LLC | History | Reduced | 321,935 | 10,485 | 0.02% | 0.02% | 123 | -15,527 | -4.6% | Q4 2025 | Feb 12, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 321,278 | 10,464 | 0.41% | 0.42% | 124 | -4,003 | -1.23% | Q4 2025 | Jan 15, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 320,222 | 10,429 | 5.28% | 5.19% | 125 | +28,656 | 9.83% | Q4 2025 | Jan 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 314,737 | 10,250 | 0.02% | 0.03% | 126 | +5,456 | 1.76% | Q4 2025 | Feb 13, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 306,597 | 9,985 | 2.19% | — | 127 | +306,597 | New | Q4 2025 | Feb 18, 2026 |
| Forum Private Client Group LLC | History | Added to | 297,610 | 9,693 | 3.3% | 3.17% | 128 | +15,659 | 5.55% | Q4 2025 | Feb 06, 2026 |
| Rothschild Wealth LLC | History | New | 291,506 | 9,494 | 0.91% | — | 129 | +291,506 | New | Q4 2025 | Feb 17, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 290,800 | 9,471 | 1.75% | 2.12% | 130 | -51,579 | -15.06% | Q4 2025 | Jan 14, 2026 |
| Spectrum Investment Advisors, Inc. | History | Reduced | 288,165 | 9,385 | 4.7% | 5.0% | 131 | -4,983 | -1.7% | Q4 2025 | Jan 28, 2026 |
| AE Wealth Management LLC | History | Reduced | 282,231 | 9,192 | 0.05% | 0.06% | 132 | -18,439 | -6.13% | Q4 2025 | Jan 26, 2026 |
| Disciplined Investments, LLC | History | Added to | 281,042 | 9,153 | 3.52% | 3.39% | 133 | +10,674 | 3.95% | Q4 2025 | Feb 05, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 277,986 | 9,054 | 1.91% | 1.9% | 134 | +528 | 0.19% | Q4 2025 | Jan 30, 2026 |
| STOLZ & ASSOCIATES, PS | History | New | 275,743 | 8,980 | 6.93% | — | 135 | +275,743 | New | Q4 2025 | Feb 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 273,550 | 8,909 | 0.61% | 0.63% | 136 | -7,147 | -2.55% | Q4 2025 | Feb 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 272,000 | 8,859 | 0.01% | 0.01% | 137 | +19,753 | 7.83% | Q4 2025 | Feb 17, 2026 |
| ENTREWEALTH, LLC | History | Added to | 248,507 | 8,854 | 3.99% | 3.45% | 138 | +36,176 | 17.04% | Q4 2025 | Feb 13, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 267,524 | 8,713 | 3.05% | 2.93% | 139 | +16,510 | 6.58% | Q4 2025 | Feb 10, 2026 |
| Great Waters Wealth Management | History | Reduced | 265,001 | 8,631 | 0.95% | 1.22% | 140 | -63,805 | -19.41% | Q4 2025 | Jan 15, 2026 |
| Kure Advisory, LLC | History | Added to | 264,624 | 8,618 | 4.82% | 4.92% | 141 | +11,895 | 4.71% | Q4 2025 | Jan 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 248,022 | 8,450 | 0.39% | 0.5% | 142 | -13,033 | -4.99% | Q4 2025 | Feb 03, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 258,458 | 8,417 | 0.06% | 0.06% | 143 | -4,750 | -1.8% | Q4 2025 | Feb 13, 2026 |
| Amicus Financial Advisors, LLC | History | New | 258,320 | 8,413 | 2.35% | — | 144 | +258,320 | New | Q4 2025 | Mar 02, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 254,806 | 8,299 | 3.12% | 2.98% | 145 | +10,415 | 4.26% | Q4 2025 | Jan 23, 2026 |
| Sterling Wealth Advisors Inc | History | Added to | 251,922 | 8,205 | 4.95% | 4.58% | 146 | +27,634 | 12.32% | Q4 2025 | Jan 26, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 251,805 | 8,201 | 2.5% | 2.33% | 147 | +20,681 | 8.95% | Q4 2025 | Jan 16, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 249,827 | 8,136 | 0.91% | 0.96% | 148 | -156 | -0.06% | Q4 2025 | Jan 12, 2026 |
| Compass Financial Group, Inc. | History | Added to | 248,672 | 8,099 | 3.57% | 3.51% | 149 | +528 | 0.21% | Q4 2025 | Feb 05, 2026 |
| Monument Group Wealth Advisors, LLC | History | Added to | 248,537 | 8,094 | 4.41% | 4.5% | 150 | +6,017 | 2.48% | Q4 2025 | Jan 15, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 248,361 | 8,089 | 1.78% | 1.9% | 151 | -8,405 | -3.27% | Q4 2025 | Jan 29, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 238,069 | 8,087 | 0.76% | 0.78% | 152 | +44 | 0.02% | Q4 2025 | Jan 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 247,587 | 8,063 | 0.02% | 0.02% | 153 | -7,343 | -2.88% | Q4 2025 | Feb 17, 2026 |
| Financial Alternatives, Inc | History | Added to | 247,232 | 8,052 | 4.68% | 4.58% | 154 | +7,157 | 2.98% | Q4 2025 | Feb 04, 2026 |
| Essential Planning, LLC. | History | Reduced | 244,098 | 7,950 | 2.54% | 2.73% | 155 | -7,674 | -3.05% | Q4 2025 | Jan 15, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | New | 236,126 | 7,690 | 5.78% | — | 156 | +236,126 | New | Q4 2025 | Mar 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 234,750 | 7,645 | 0.36% | 0.35% | 157 | +29,158 | 14.18% | Q4 2025 | Jan 12, 2026 |
| Advisory Alpha, LLC | History | Added to | 231,213 | 7,530 | 0.21% | 0.2% | 158 | +4,727 | 2.09% | Q4 2025 | Feb 06, 2026 |
| Graver Capital Management, LLC | History | Added to | 230,361 | 7,502 | 5.93% | 5.94% | 159 | +6,796 | 3.04% | Q4 2025 | Feb 13, 2026 |
| SOL Capital Management CO | History | Reduced | 226,954 | 7,392 | 0.66% | 0.73% | 160 | -31,534 | -12.2% | Q4 2025 | Jan 30, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 226,740 | 7,384 | 4.02% | 3.93% | 161 | +7,690 | 3.51% | Q4 2025 | Feb 18, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 225,077 | 7,330 | 2.16% | 2.06% | 162 | +33,869 | 17.71% | Q4 2025 | Jan 15, 2026 |
| Wealthquest Corp | History | Reduced | 221,841 | 7,225 | 0.55% | 0.95% | 163 | -156,576 | -41.38% | Q4 2025 | Feb 09, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 218,949 | 7,131 | 2.46% | 2.42% | 164 | +1,913 | 0.88% | Q4 2025 | Feb 04, 2026 |
| McMill Wealth Management | History | Reduced | 217,567 | 7,086 | 1.99% | 1.96% | 165 | -683 | -0.31% | Q4 2025 | Feb 23, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 216,573 | 7,053 | 0.09% | 0.09% | 166 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 216,573 | 7,053 | 0.49% | 0.51% | 167 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| GEM Asset Management, LLC | History | Added to | 208,009 | 7,018 | 3.13% | 2.94% | 168 | +13,657 | 7.03% | Q4 2025 | Jan 09, 2026 |
| Oceanside Advisors LLC | History | Reduced | 215,258 | 7,010 | 4.25% | 4.33% | 169 | -4,615 | -2.1% | Q4 2025 | Jan 26, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 212,345 | 6,916 | 2.93% | 3.07% | 170 | -8,031 | -3.64% | Q4 2025 | Jan 23, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Reduced | 211,908 | 6,901 | 2.99% | 3.05% | 171 | -7,425 | -3.39% | Q4 2025 | Feb 09, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 205,468 | 6,692 | 4.75% | — | 172 | +205,468 | New | Q4 2025 | Jan 26, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 198,771 | 6,473 | 2.43% | 2.26% | 173 | +22,531 | 12.78% | Q4 2025 | Feb 09, 2026 |
| Arax Advisory Partners | History | New | 195,152 | 6,356 | 0.19% | — | 174 | +195,152 | New | Q4 2025 | Feb 13, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 193,980 | 6,317 | 1.66% | 1.77% | 175 | -10,723 | -5.24% | Q4 2025 | Feb 06, 2026 |
| Note Advisors, LLC | History | Added to | 178,123 | 6,145 | 3.15% | 2.92% | 176 | +22,345 | 14.34% | Q4 2025 | Feb 18, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Reduced | 187,114 | 6,094 | 1.24% | 1.33% | 177 | -1,062 | -0.56% | Q4 2025 | Jan 09, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 186,294 | 6,067 | 2.4% | 2.51% | 178 | +7,481 | 4.18% | Q4 2025 | Feb 02, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | Added to | 184,656 | 6,014 | 1.81% | 1.82% | 179 | +378 | 0.21% | Q4 2025 | Jan 30, 2026 |
| MBA Advisors LLC | History | Added to | 183,757 | 5,984 | 2.41% | 1.98% | 180 | +36,617 | 24.89% | Q4 2025 | Jan 21, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 182,220 | 5,934 | 0.69% | 0.68% | 181 | -207 | -0.11% | Q4 2025 | Jan 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 181,272 | 5,904 | 0.01% | 0.01% | 182 | +16,468 | 9.99% | Q4 2025 | Feb 13, 2026 |
| Fort Henry Capital, LLC | History | Added to | 179,812 | 5,856 | 3.59% | 3.52% | 183 | +4,196 | 2.39% | Q4 2025 | Jan 23, 2026 |
| CURIO WEALTH, LLC | History | Added to | 179,968 | 5,841 | 2.07% | 2.25% | 184 | +6,381 | 3.68% | Q4 2025 | Feb 11, 2026 |
| Jacobi Capital Management LLC | History | Added to | 178,645 | 5,818 | 0.34% | 0.31% | 185 | +18,157 | 11.31% | Q4 2025 | Feb 13, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | New | 174,066 | 5,684 | 5.27% | — | 186 | +174,066 | New | Q4 2025 | Mar 31, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 173,319 | 5,644 | 1.58% | 1.48% | 187 | +10,270 | 6.3% | Q4 2025 | Jan 13, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 168,518 | 5,488 | 2.23% | 1.46% | 188 | -2,849 | -1.66% | Q4 2025 | Feb 11, 2026 |
| Sageworth Trust Co | History | No change | 166,786 | 5,432 | 0.23% | 0.24% | 189 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 160,949 | 5,242 | 0.06% | 0.06% | 190 | +24,512 | 17.97% | Q4 2025 | Jan 23, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Added to | 160,706 | 5,234 | 1.13% | 1.08% | 191 | +7,866 | 5.15% | Q4 2025 | Jan 28, 2026 |
| FMB WEALTH MANAGEMENT | History | Reduced | 160,207 | 5,217 | 2.06% | 2.17% | 192 | -2,285 | -1.41% | Q4 2025 | Jan 22, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 159,853 | 5,206 | 3.69% | 3.65% | 193 | +2,762 | 1.76% | Q4 2025 | Jan 07, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 157,269 | 5,122 | 0.59% | 0.61% | 194 | -4,655 | -2.87% | Q4 2025 | Feb 10, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 155,967 | 5,079 | 2.95% | 3.09% | 195 | -1,069 | -0.68% | Q4 2025 | Jan 13, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 155,078 | 5,050 | 2.77% | 2.8% | 196 | -631 | -0.41% | Q4 2025 | Jan 21, 2026 |
| Thayer Financial, L.L.C. | History | New | 153,609 | 5,003 | 5.29% | — | 197 | +153,609 | New | Q4 2025 | Jan 12, 2026 |
| Apella Capital, LLC | History | Added to | 153,105 | 4,986 | 0.1% | 0.07% | 198 | +50,234 | 48.83% | Q4 2025 | Jan 21, 2026 |
| Strategic Wealth Advisors LLC | History | New | 151,869 | 4,946 | 4.23% | — | 200 | +151,869 | New | Q4 2025 | Feb 03, 2026 |
| PFG Advisors | History | Reduced | 151,858 | 4,946 | 0.24% | 0.23% | 199 | -24,915 | -14.09% | Q4 2025 | Jan 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 148,091 | 4,823 | 0.18% | 0.18% | 201 | +6,082 | 4.28% | Q4 2025 | Feb 06, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 147,489 | 4,803 | 0.91% | 0.92% | 202 | -1,852 | -1.24% | Q4 2025 | Feb 12, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 146,772 | 4,780 | 2.84% | 2.76% | 203 | +1,511 | 1.04% | Q4 2025 | Jan 26, 2026 |
| Plan Group Financial, LLC | History | Reduced | 144,730 | 4,713 | 1.22% | 1.6% | 204 | -44,454 | -23.5% | Q4 2025 | Feb 03, 2026 |
| Pathstone Holdings, LLC | History | New | 142,394 | 4,637 | 0.02% | — | 205 | +142,394 | New | Q4 2025 | Feb 13, 2026 |
| North Capital, Inc. | History | Added to | 142,192 | 4,631 | 3.99% | 3.46% | 206 | +345 | 0.24% | Q4 2025 | Feb 18, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 141,634 | 4,613 | 0.19% | 0.18% | 207 | +5,711 | 4.2% | Q4 2025 | Feb 10, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | New | 139,300 | 4,537 | 2.03% | — | 208 | +139,300 | New | Q4 2025 | Feb 11, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 138,947 | 4,525 | 1.4% | 1.29% | 209 | +11,832 | 9.31% | Q4 2025 | Feb 12, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Reduced | 138,203 | 4,501 | 2.59% | 2.72% | 210 | -7,568 | -5.19% | Q4 2025 | Jan 16, 2026 |
| Navigoe, LLC | History | Reduced | 137,003 | 4,462 | 2.75% | 2.78% | 211 | -1,256 | -0.91% | Q4 2025 | Feb 03, 2026 |
| Equitable Holdings, Inc. | History | Added to | 133,568 | 4,350 | 0.03% | 0.03% | 212 | +13,276 | 11.04% | Q4 2025 | Feb 17, 2026 |
| ArborFi Advisors, LLC | History | Added to | 132,474 | 4,314 | 3.5% | 2.82% | 213 | +22,678 | 20.65% | Q4 2025 | Jan 29, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 130,332 | 4,244 | 1.11% | 1.07% | 214 | +5,303 | 4.24% | Q4 2025 | Feb 02, 2026 |
| Sculati Wealth Management, LLC | History | Added to | 130,200 | 4,240 | 1.49% | 1.39% | 215 | +4,978 | 3.98% | Q4 2025 | Feb 05, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 116,961 | 4,214 | 2.58% | 2.46% | 216 | -1,345 | -1.14% | Q4 2025 | Feb 11, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 128,120 | 4,172 | 0.31% | 0.21% | 217 | +50,051 | 64.11% | Q4 2025 | Feb 02, 2026 |
| Plancorp, LLC | History | Added to | 125,495 | 4,087 | 0.12% | 0.12% | 218 | +48 | 0.04% | Q4 2025 | Feb 05, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 122,642 | 3,994 | 2.26% | 2.15% | 219 | -4,418 | -3.48% | Q4 2025 | Jan 14, 2026 |
| SB Capital Management Inc | History | New | 122,159 | 3,978 | 1.46% | — | 220 | +122,159 | New | Q4 2025 | Feb 20, 2026 |
| SouthState Bank Corp | History | Reduced | 121,614 | 3,960 | 0.18% | 0.18% | 221 | -5,667 | -4.45% | Q4 2025 | Feb 11, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 117,093 | 3,813 | 0.6% | 0.62% | 222 | -1,884 | -1.58% | Q4 2025 | Jan 14, 2026 |
| Savant Capital, LLC | History | Reduced | 116,058 | 3,780 | 0.02% | 0.03% | 223 | -20,470 | -14.99% | Q4 2025 | Feb 10, 2026 |
| Saxony Capital Management, LLC | History | Added to | 115,961 | 3,776 | 2.31% | 2.22% | 224 | +8,924 | 8.34% | Q4 2025 | Jan 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 115,783 | 3,771 | 0.13% | 0.14% | 225 | -11,683 | -9.17% | Q4 2025 | Feb 06, 2026 |
| Burton Enright Welch | History | Reduced | 114,608 | 3,732 | 0.53% | 0.55% | 226 | -757 | -0.66% | Q4 2025 | Feb 13, 2026 |
| Kilner Capital Advisors, LLC | History | New | 114,271 | 3,721 | 3.55% | — | 227 | +114,271 | New | Q4 2025 | Feb 11, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 113,886 | 3,709 | 0.8% | 0.85% | 228 | +6,533 | 6.09% | Q4 2025 | Feb 09, 2026 |
| Wingate Wealth Advisors, Inc. | History | Reduced | 112,415 | 3,661 | 2.04% | 2.51% | 229 | -2,463 | -2.14% | Q4 2025 | Jan 28, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 112,093 | 3,650 | 0.62% | 0.1% | 230 | +93,463 | 501.68% | Q4 2025 | Jan 27, 2026 |
| Allworth Financial LP | History | New | 111,148 | 3,620 | 0.01% | — | 231 | +111,148 | New | Q4 2025 | Feb 05, 2026 |
| American Capital Advisory, LLC | History | Added to | 109,924 | 3,580 | 1.55% | 1.32% | 232 | +19,460 | 21.51% | Q4 2025 | Jan 30, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 109,385 | 3,562 | 0.34% | 0.29% | 233 | +490 | 0.45% | Q4 2025 | Jan 12, 2026 |
| Blue Trust, Inc. | History | Added to | 107,891 | 3,514 | 0.04% | 0.04% | 234 | +3,070 | 2.93% | Q4 2025 | Jan 16, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 106,885 | 3,481 | 0.01% | 0.01% | 235 | -867 | -0.8% | Q4 2025 | Feb 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 103,626 | 3,375 | 0.02% | 0.02% | 236 | +18,401 | 21.59% | Q4 2025 | Jan 28, 2026 |
| BIP Wealth, LLC | History | Added to | 101,430 | 3,303 | 0.12% | 0.1% | 237 | +35,728 | 54.38% | Q4 2025 | Jan 21, 2026 |
| BAKER BOYER NATIONAL BANK | History | Added to | 101,084 | 3,292 | 0.99% | 0.95% | 238 | +10,206 | 11.23% | Q4 2025 | Feb 03, 2026 |
| Tillman Hartley LLC | History | Reduced | 101,060 | 3,291 | 0.83% | 0.83% | 239 | -416 | -0.41% | Q4 2025 | Feb 13, 2026 |
| Edge Financial Advisors LLC | History | Added to | 100,959 | 3,285 | 1.38% | 1.35% | 240 | +5,591 | 5.86% | Q4 2025 | Jan 28, 2026 |
| VANCE WEALTH, LLC | History | Added to | 99,780 | 3,249 | 0.97% | 0.9% | 241 | +7,169 | 7.74% | Q4 2025 | Feb 17, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 92,547 | 3,246 | 0.62% | 0.61% | 242 | -363 | -0.39% | Q4 2025 | Jan 27, 2026 |
| Capstone Wealth Management, Inc. | History | New | 96,375 | 3,204 | 2.81% | — | 243 | +96,375 | New | Q4 2025 | Feb 20, 2026 |
| Heritage Financial Services, LLC | History | Added to | 98,200 | 3,198 | 0.27% | 0.27% | 244 | +3,375 | 3.56% | Q4 2025 | Feb 02, 2026 |
| Level Financial Advisors | History | Reduced | 97,542 | 3,176 | 0.84% | 0.89% | 245 | -2,412 | -2.41% | Q4 2025 | Jan 26, 2026 |
| Emprise Bank | History | No change | 97,238 | 3,167 | 1.32% | 1.32% | 246 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| City State Bank | History | Added to | 96,044 | 3,128 | 0.86% | 0.8% | 247 | +8,635 | 9.88% | Q4 2025 | Jan 28, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Reduced | 94,147 | 3,066 | 1.79% | 3.99% | 248 | -116,611 | -55.33% | Q4 2025 | Jan 28, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 93,596 | 3,048 | 0.56% | 0.12% | 249 | +79,721 | 574.57% | Q4 2025 | Jan 26, 2026 |
| AlTi Global, Inc. | History | Reduced | 92,800 | 3,022 | 0.06% | 0.23% | 250 | -212,297 | -69.58% | Q4 2025 | Feb 13, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 91,730 | 2,987 | 0.16% | 0.19% | 251 | -12,594 | -12.07% | Q4 2025 | Jan 12, 2026 |
| Breakwater Capital Group | History | Reduced | 91,284 | 2,973 | 0.41% | 0.45% | 252 | -5,746 | -5.92% | Q4 2025 | Jan 09, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 90,112 | 2,934 | 1.04% | 0.99% | 253 | +2,993 | 3.44% | Q4 2025 | Jan 23, 2026 |
| PW ADVISORS, LLC \ FL | History | New | 89,804 | 2,924 | 2.35% | — | 255 | +89,804 | New | Q4 2025 | Feb 17, 2026 |
| Burk Holdings LLC | History | Added to | 89,790 | 2,924 | 1.39% | 1.41% | 254 | +5,794 | 6.9% | Q4 2025 | Feb 12, 2026 |
| Johnson Wealth Management, LLC | History | New | 89,582 | 2,917 | 1.45% | — | 256 | +89,582 | New | Q4 2025 | Feb 11, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 88,798 | 2,892 | 0.5% | 0.44% | 257 | +8,518 | 10.61% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 87,081 | 2,836 | 0.01% | 0.01% | 258 | +14,313 | 19.67% | Q4 2025 | Feb 13, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 86,944 | 2,831 | 1.78% | 1.63% | 259 | +6,266 | 7.77% | Q4 2025 | Jan 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 86,415 | 2,814 | 1.01% | 0.99% | 260 | -461 | -0.53% | Q4 2025 | Jan 22, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 85,745 | 2,792 | 0.38% | — | 261 | +85,745 | New | Q4 2025 | Feb 09, 2026 |
| RFG Advisory, LLC | History | Added to | 85,492 | 2,784 | 0.05% | 0.06% | 262 | +365 | 0.43% | Q4 2025 | Feb 03, 2026 |
| CGN Advisors LLC | History | Added to | 85,289 | 2,777 | 0.22% | 0.21% | 263 | +5,827 | 7.33% | Q4 2025 | Jan 05, 2026 |
| OAK HARBOR WEALTH PARTNERS, LLC | History | Added to | 84,762 | 2,760 | 0.66% | 0.64% | 264 | +2,242 | 2.72% | Q4 2025 | Feb 02, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 84,699 | 2,758 | 0.31% | 0.31% | 265 | +3,640 | 4.49% | Q4 2025 | Jan 09, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 84,002 | 2,735 | 1.11% | 1.18% | 266 | +472 | 0.57% | Q4 2025 | Jan 15, 2026 |
| Financial Symmetry Inc | History | Reduced | 80,799 | 2,631 | 1.07% | 1.16% | 267 | -1,181 | -1.44% | Q4 2025 | Jan 28, 2026 |
| First Financial Group Corp | History | Added to | 79,318 | 2,583 | 2.2% | 2.1% | 268 | +2,451 | 3.19% | Q4 2025 | Jan 28, 2026 |
| Versant Capital Management, Inc | History | Reduced | 78,196 | 2,546 | 0.32% | 0.34% | 269 | -153 | -0.2% | Q4 2025 | Jan 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 77,798 | 2,533 | 0.0% | 0.0% | 270 | +215 | 0.28% | Q4 2025 | Feb 13, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 77,366 | 2,519 | 1.04% | 1.02% | 271 | +1,174 | 1.54% | Q4 2025 | Jan 14, 2026 |
| Platform Wealth Management, LLC | History | New | 76,446 | 2,489 | 0.66% | — | 272 | +76,446 | New | Q4 2025 | Feb 11, 2026 |
| 55 North Private Wealth, LLC | History | New | 75,770 | 2,467 | 0.65% | — | 273 | +75,770 | New | Q4 2025 | Jan 27, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 75,221 | 2,449 | 0.71% | 0.7% | 274 | +1,790 | 2.44% | Q4 2025 | Feb 05, 2026 |
| Aznar Financial Advisors, LLC | History | New | 73,716 | 2,400 | 2.31% | — | 275 | +73,716 | New | Q4 2025 | Feb 19, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 72,456 | 2,359 | 0.27% | 0.27% | 276 | +623 | 0.87% | Q4 2025 | Feb 06, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 71,968 | 2,344 | 1.03% | 1.05% | 277 | -93 | -0.13% | Q4 2025 | Jan 30, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 71,450 | 2,327 | 0.19% | 0.17% | 278 | +406 | 0.57% | Q4 2025 | Feb 17, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 71,349 | 2,323 | 1.16% | 1.17% | 279 | +3,149 | 4.62% | Q4 2025 | Feb 11, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 71,216 | 2,319 | 2.49% | 2.55% | 280 | -6,989 | -8.94% | Q4 2025 | Feb 09, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 70,435 | 2,294 | 0.94% | 0.95% | 281 | -1,177 | -1.64% | Q4 2025 | Jan 09, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 69,441 | 2,261 | 0.17% | 0.17% | 282 | -1,021 | -1.45% | Q4 2025 | Feb 03, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 69,184 | 2,253 | 1.43% | 1.45% | 283 | +278 | 0.4% | Q4 2025 | Feb 04, 2026 |
| Lauer Wealth, LLC | History | Reduced | 66,624 | 2,247 | 1.67% | 1.57% | 284 | -2,216 | -3.22% | Q4 2025 | Jan 12, 2026 |
| Timonier Family Office, LTD. | History | Reduced | 68,893 | 2,243 | 0.71% | 0.81% | 285 | -9,110 | -11.68% | Q4 2025 | Feb 04, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 68,804 | 2,240 | 0.03% | 0.05% | 286 | -92,834 | -57.43% | Q4 2025 | Feb 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 68,720 | 2,238 | 0.03% | 0.02% | 287 | +8,600 | 14.3% | Q4 2025 | Feb 10, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 68,283 | 2,223 | 0.18% | 0.11% | 288 | +27,366 | 66.88% | Q4 2025 | Jan 23, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 67,827 | 2,209 | 0.36% | 0.38% | 289 | +367 | 0.54% | Q4 2025 | Feb 17, 2026 |
| Keebeck Wealth Management | History | Added to | 67,548 | 2,200 | 0.25% | 0.24% | 290 | +3,336 | 5.2% | Q4 2025 | Feb 17, 2026 |
| Heritage Investment Group, Inc. | History | Reduced | 67,304 | 2,192 | 0.33% | 0.36% | 291 | -4,104 | -5.75% | Q4 2025 | Jan 30, 2026 |
| Cannon Financial Strategists, Inc. | History | Reduced | 66,243 | 2,157 | 0.3% | 0.3% | 292 | -94 | -0.14% | Q4 2025 | Feb 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 65,680 | 2,139 | 0.0% | 0.0% | 293 | -4,267 | -6.1% | Q4 2025 | Feb 17, 2026 |
| Oak Wealth Advisors LLC | History | Reduced | 65,579 | 2,135 | 1.23% | 1.27% | 294 | -3,694 | -5.33% | Q4 2025 | Feb 11, 2026 |
| Zhang Financial LLC | History | Reduced | 64,931 | 2,114 | 0.08% | 0.08% | 295 | -784 | -1.19% | Q4 2025 | Feb 10, 2026 |
| Beckerman Institutional, LLC | History | Added to | 64,750 | 2,108 | 1.18% | 1.17% | 296 | +1,921 | 3.06% | Q4 2025 | Feb 10, 2026 |
| Stratos Investment Management, LLC | History | Added to | 64,479 | 2,100 | 0.08% | 0.08% | 297 | +2,513 | 4.06% | Q4 2025 | Jan 20, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 64,258 | 2,092 | 0.95% | 0.96% | 298 | -440 | -0.68% | Q4 2025 | Jan 22, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 63,746 | 2,076 | 0.11% | 0.11% | 299 | +536 | 0.85% | Q4 2025 | Jan 20, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 63,200 | 2,058 | 0.12% | — | 300 | +63,200 | New | Q4 2025 | Feb 17, 2026 |
| Arkadios Wealth Advisors | History | Added to | 62,302 | 2,029 | 0.04% | 0.04% | 301 | +6,657 | 11.96% | Q4 2025 | Feb 13, 2026 |
| Sollinda Capital Management LLC | History | Reduced | 62,218 | 2,026 | 0.52% | 0.58% | 303 | -4,764 | -7.11% | Q4 2025 | Jan 15, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 62,223 | 2,026 | 0.52% | 0.55% | 302 | -3,400 | -5.18% | Q4 2025 | Feb 06, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 62,074 | 2,021 | 0.27% | — | 304 | +62,074 | New | Q4 2025 | Feb 04, 2026 |
| Investmark Advisory Group LLC | History | Added to | 61,846 | 2,014 | 0.86% | 0.83% | 305 | +980 | 1.61% | Q4 2025 | Jan 28, 2026 |
| E6 Portfolios, LLC | History | New | 61,561 | 2,005 | 2.29% | — | 306 | +61,561 | New | Q4 2025 | Feb 13, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Reduced | 61,411 | 2,000 | 1.66% | 1.7% | 307 | -630 | -1.02% | Q4 2025 | Jan 08, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 59,247 | 1,929 | 0.79% | 0.79% | 308 | +659 | 1.12% | Q4 2025 | Jan 29, 2026 |
| Syverson Strege & Co | History | Reduced | 58,899 | 1,918 | 0.45% | 0.47% | 309 | -3,378 | -5.42% | Q4 2025 | Feb 09, 2026 |
| Mutual Advisors, LLC | History | Added to | 58,351 | 1,900 | 0.04% | 0.04% | 310 | +1,412 | 2.48% | Q4 2025 | Feb 02, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 57,378 | 1,868 | 0.65% | 0.58% | 311 | +6,281 | 12.29% | Q4 2025 | Feb 09, 2026 |
| Cordant, Inc. | History | Reduced | 56,939 | 1,854 | 0.78% | 0.82% | 312 | -985 | -1.7% | Q4 2025 | Jan 12, 2026 |
| MORGAN STANLEY | History | Added to | 56,694 | 1,846 | 0.0% | 0.0% | 313 | +18,572 | 48.72% | Q4 2025 | Feb 13, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 56,432 | 1,837 | 0.12% | 0.13% | 314 | -2,659 | -4.5% | Q4 2025 | Jan 20, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | New | 56,123 | 1,827 | 1.8% | — | 315 | +56,123 | New | Q4 2025 | Jan 26, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 54,761 | 1,783 | 1.25% | 1.25% | 316 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| M Wealth Management, LLC | History | Reduced | 54,490 | 1,774 | 1.54% | 1.54% | 317 | -1,201 | -2.16% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 53,968 | 1,758 | 0.0% | 0.0% | 318 | +8,165 | 17.83% | Q4 2025 | Feb 05, 2026 |
| CVA Family Office, LLC | History | Added to | 53,810 | 1,752 | 0.2% | 0.22% | 319 | +720 | 1.36% | Q4 2025 | Jan 12, 2026 |
| Meritas Wealth Management, LLC | History | Reduced | 53,638 | 1,746 | 0.84% | 0.84% | 320 | -205 | -0.38% | Q4 2025 | Jan 14, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 53,594 | 1,745 | 0.24% | 0.2% | 321 | +7,886 | 17.25% | Q4 2025 | Jan 23, 2026 |
| Elyxium Wealth, LLC | History | Added to | 53,451 | 1,740 | 0.48% | 0.47% | 322 | +10,864 | 25.51% | Q4 2025 | Feb 05, 2026 |
| Oder Investment Management, LLC | History | Added to | 53,254 | 1,734 | 1.26% | 1.2% | 323 | +302 | 0.57% | Q4 2025 | Feb 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 52,881 | 1,722 | 0.06% | 0.05% | 324 | +16,096 | 43.76% | Q4 2025 | Jan 20, 2026 |
| Three Arch Wealth Management LLC | History | New | 52,631 | 1,714 | 0.32% | — | 325 | +52,631 | New | Q4 2025 | Feb 13, 2026 |
| FineMark National Bank & Trust | History | Added to | 52,619 | 1,713 | 0.05% | 0.03% | 326 | +24,970 | 90.31% | Q4 2025 | Feb 12, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 51,846 | 1,688 | 0.93% | 0.92% | 327 | -1,606 | -3.0% | Q4 2025 | Jan 16, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 51,788 | 1,686 | 0.11% | 0.14% | 329 | -496 | -0.95% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | Added to | 51,771 | 1,686 | 0.04% | 0.04% | 328 | +60 | 0.12% | Q4 2025 | Feb 06, 2026 |
| JDH Wealth Management, LLC | History | No change | 50,163 | 1,633 | 1.12% | 1.12% | 330 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 48,452 | 1,578 | 0.43% | 0.24% | 331 | +1,159 | 2.45% | Q4 2025 | Jan 27, 2026 |
| Seven Springs Wealth Group, LLC | History | Reduced | 47,810 | 1,557 | 0.44% | 0.38% | 332 | -1,530 | -3.1% | Q4 2025 | Feb 10, 2026 |
| Donalies Financial Planning, LLC | History | New | 46,510 | 1,514 | 1.29% | — | 333 | +46,510 | New | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | Reduced | 42,730 | 1,499 | 0.05% | 0.05% | 334 | -187 | -0.44% | Q4 2025 | Jan 27, 2026 |
| Approach Retirement Advisors, LLC | History | New | 45,096 | 1,468 | 1.26% | — | 335 | +45,096 | New | Q4 2025 | Jan 29, 2026 |
| Madrid Wealth Management, LLC | History | New | 44,942 | 1,463 | 1.19% | — | 336 | +44,942 | New | Q4 2025 | Feb 02, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 44,847 | 1,460 | 0.54% | 0.57% | 337 | -988 | -2.16% | Q4 2025 | Feb 03, 2026 |
| Wealthfront Advisers LLC | History | Added to | 44,639 | 1,453 | 0.0% | 0.0% | 338 | +4,753 | 11.92% | Q4 2025 | Jan 30, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 44,210 | 1,439 | 0.03% | 0.06% | 339 | -31,636 | -41.71% | Q4 2025 | Feb 13, 2026 |
| Pacific Asset Management, LLC | History | Added to | 43,900 | 1,429 | 0.86% | 0.91% | 340 | +1,621 | 3.83% | Q4 2025 | Jan 28, 2026 |
| Vantage Point Financial LLC | History | Reduced | 43,683 | 1,422 | 0.51% | 0.55% | 341 | -1,004 | -2.25% | Q4 2025 | Feb 02, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 43,379 | 1,412 | 0.11% | 0.11% | 342 | -741 | -1.68% | Q4 2025 | Jan 23, 2026 |
| Grunden Financial Advisory, Inc. | History | No change | 43,218 | 1,407 | 0.55% | 0.55% | 343 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| DBK Financial Counsel, LLC | History | Added to | 42,863 | 1,396 | 1.07% | 0.91% | 344 | +8,401 | 24.38% | Q4 2025 | Jan 26, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 39,630 | 1,387 | 0.03% | 0.03% | 345 | +383 | 0.98% | Q4 2025 | Jan 28, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 44,754 | 1,359 | 0.47% | 0.43% | 347 | +2,521 | 5.97% | Q4 2025 | Jan 09, 2026 |
| American Investment Services, Inc. | History | Added to | 41,755 | 1,359 | 0.32% | 0.32% | 346 | +63 | 0.15% | Q4 2025 | Feb 13, 2026 |
| Trailhead Planners LLC | History | New | 41,032 | 1,336 | 1.31% | — | 348 | +41,032 | New | Q4 2025 | Feb 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 39,089 | 1,273 | 0.09% | 0.12% | 349 | -7,240 | -15.63% | Q4 2025 | Jan 21, 2026 |
| APS Management Group, Inc. | History | Reduced | 38,683 | 1,259 | 1.08% | 1.12% | 350 | -1,331 | -3.33% | Q4 2025 | Jan 28, 2026 |
| L & S Advisors Inc | History | Reduced | 38,570 | 1,256 | 0.12% | 0.12% | 351 | -212 | -0.55% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 37,927 | 1,235 | 0.01% | — | 352 | +37,927 | New | Q4 2025 | Feb 18, 2026 |
| Wealth Advisors Northwest LLC | History | Reduced | 37,194 | 1,211 | 0.54% | 0.61% | 353 | -2,828 | -7.07% | Q4 2025 | Jan 16, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 36,784 | 1,198 | 0.26% | 0.23% | 354 | +26 | 0.07% | Q4 2025 | Feb 02, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 36,768 | 1,197 | 1.06% | — | 355 | +36,768 | New | Q4 2025 | Feb 05, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Reduced | 36,692 | 1,195 | 0.75% | 0.92% | 356 | -7,714 | -17.37% | Q4 2025 | Feb 24, 2026 |
| SEI INVESTMENTS CO | History | Added to | 35,875 | 1,168 | 0.0% | 0.0% | 357 | +6,117 | 20.56% | Q4 2025 | Feb 13, 2026 |
| First PREMIER Bank | History | Added to | 35,355 | 1,152 | 0.26% | 0.19% | 358 | +8,547 | 31.88% | Q4 2025 | Jan 23, 2026 |
| Diversify Advisory Services, LLC | History | New | 33,381 | 1,144 | 0.04% | — | 359 | +33,381 | New | Q4 2025 | Jan 23, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 34,705 | 1,130 | 0.28% | 1.45% | 360 | -83,771 | -70.71% | Q4 2025 | Jan 08, 2026 |
| Shearwater Capital LLC | History | Reduced | 33,956 | 1,105 | 0.63% | 0.64% | 361 | -253 | -0.74% | Q4 2025 | Jan 13, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 33,738 | 1,098 | 0.41% | 0.45% | 362 | -2,710 | -7.44% | Q4 2025 | Jan 08, 2026 |
| Montis Financial, LLC | History | Added to | 33,663 | 1,096 | 0.22% | 0.2% | 363 | +5,622 | 20.05% | Q4 2025 | Feb 11, 2026 |
| Exeter Financial, LLC | History | Added to | 32,904 | 1,071 | 0.46% | 0.4% | 364 | +3,304 | 11.16% | Q4 2025 | Jan 07, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 32,888 | 1,071 | 0.54% | 0.58% | 365 | +212 | 0.65% | Q4 2025 | Jan 08, 2026 |
| Parcion Private Wealth LLC | History | New | 32,767 | 1,067 | 0.06% | — | 366 | +32,767 | New | Q4 2025 | Jan 26, 2026 |
| Golden State Equity Partners | History | Added to | 32,669 | 1,064 | 0.17% | 0.09% | 367 | +16,647 | 103.9% | Q4 2025 | Jan 29, 2026 |
| Invst, LLC | History | Added to | 32,507 | 1,058 | 0.11% | 0.1% | 368 | +4,428 | 15.77% | Q4 2025 | Feb 11, 2026 |
| StoneX Group Inc. | History | Reduced | 32,246 | 1,050 | 0.05% | 0.05% | 369 | -4,133 | -11.36% | Q4 2025 | Feb 12, 2026 |
| Flagstone Financial Management | History | No change | 31,663 | 1,031 | 0.26% | 0.26% | 370 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 31,641 | 1,030 | 0.5% | 0.51% | 371 | -386 | -1.21% | Q4 2025 | Feb 13, 2026 |
| LAM GROUP, INC. | History | Reduced | 31,500 | 1,025 | 0.59% | 0.67% | 372 | -2,550 | -7.49% | Q4 2025 | Jan 23, 2026 |
| Greenspring Advisors, LLC | History | Added to | 31,396 | 1,022 | 0.06% | 0.05% | 373 | +22,734 | 262.46% | Q4 2025 | Feb 10, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 31,114 | 1,013 | 0.28% | 0.35% | 374 | -3,594 | -10.35% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Reduced | 31,040 | 1,010 | 0.0% | 0.0% | 375 | -1,782 | -5.43% | Q4 2025 | Jan 29, 2026 |
| NORTHERN TRUST CORP | History | Added to | 30,664 | 998 | 0.0% | 0.0% | 376 | +451 | 1.49% | Q4 2025 | Feb 17, 2026 |
| BURNEY CO/ | History | Added to | 30,503 | 993 | 0.03% | 0.03% | 377 | +1,898 | 6.64% | Q4 2025 | Jan 23, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 28,991 | 944 | 0.66% | 0.44% | 378 | +9,814 | 51.18% | Q4 2025 | Jan 23, 2026 |
| NewEdge Wealth, LLC | History | Added to | 28,782 | 937 | 0.01% | 0.01% | 379 | +4,456 | 18.32% | Q4 2025 | Feb 03, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 28,325 | 922 | 0.11% | 0.11% | 380 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 28,212 | 919 | 0.05% | 0.05% | 381 | -91 | -0.32% | Q4 2025 | Jan 15, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 28,210 | 918 | 0.4% | 0.46% | 382 | -4,948 | -14.92% | Q4 2025 | Jan 15, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 27,236 | 887 | 0.44% | 0.45% | 383 | +56 | 0.21% | Q4 2025 | Jan 22, 2026 |
| Vestment Financial LLC | History | Reduced | 26,020 | 881 | 0.46% | 0.48% | 384 | -536 | -2.02% | Q4 2025 | Jan 23, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 26,592 | 866 | 0.0% | 0.0% | 385 | +453 | 1.73% | Q4 2025 | Feb 02, 2026 |
| Arnold Financial Planning LLC | History | New | 26,485 | 862 | 0.89% | — | 386 | +26,485 | New | Q4 2025 | Jan 27, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 26,236 | 854 | 0.6% | 0.55% | 387 | +2,522 | 10.64% | Q4 2025 | Feb 06, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 26,105 | 850 | 0.15% | 0.14% | 388 | +806 | 3.19% | Q4 2025 | Feb 02, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 25,920 | 844 | 0.23% | 0.23% | 389 | +648 | 2.56% | Q4 2025 | Jan 23, 2026 |
| rebel Financial LLC | History | New | 25,724 | 837 | 0.36% | — | 390 | +25,724 | New | Q4 2025 | Mar 27, 2026 |
| AlphaCore Capital LLC | History | No change | 25,272 | 823 | 0.02% | 0.03% | 391 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 24,793 | 807 | 0.07% | 0.06% | 392 | +2,700 | 12.22% | Q4 2025 | Jan 26, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 24,673 | 803 | 0.08% | 0.07% | 393 | +153 | 0.62% | Q4 2025 | Jan 29, 2026 |
| Parallel Advisors, LLC | History | Reduced | 24,640 | 802 | 0.01% | 0.02% | 394 | -3,907 | -13.69% | Q4 2025 | Feb 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 24,331 | 792 | 0.0% | 0.0% | 395 | +449 | 1.88% | Q4 2025 | Feb 11, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 24,108 | 785 | 0.12% | 0.13% | 396 | -1,548 | -6.03% | Q4 2025 | Feb 03, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 23,733 | 772 | 0.14% | 0.14% | 397 | +54 | 0.23% | Q4 2025 | Feb 17, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 23,485 | 764 | 0.06% | 0.06% | 398 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Advisory Services Network, LLC | History | Added to | 22,881 | 745 | 0.01% | 0.01% | 399 | +5,813 | 34.06% | Q4 2025 | Feb 17, 2026 |
| Cloud Capital Management, LLC | History | Added to | 22,747 | 740 | 0.35% | 0.32% | 400 | +3,437 | 17.8% | Q4 2025 | Feb 12, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 22,622 | 736 | 0.1% | 0.09% | 401 | +1,473 | 6.96% | Q4 2025 | Feb 13, 2026 |
| Level Wealth Management LLC | History | Reduced | 22,538 | 734 | 0.38% | 0.39% | 402 | -901 | -3.84% | Q4 2025 | Feb 02, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 22,511 | 733 | 0.01% | 0.01% | 403 | +240 | 1.08% | Q4 2025 | Feb 12, 2026 |
| Tranquility Partners, LLC | History | Reduced | 22,210 | 723 | 0.26% | 0.24% | 404 | -336 | -1.49% | Q4 2025 | Feb 03, 2026 |
| Eaton-Cambridge Inc. | History | No change | 22,163 | 721 | 0.24% | 0.24% | 405 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CHOREO, LLC | History | Added to | 21,850 | 713 | 0.01% | 0.01% | 406 | +87 | 0.4% | Q4 2025 | Jan 23, 2026 |
| Midwest Trust Co | History | No change | 21,470 | 699 | 0.01% | 0.01% | 407 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 20,959 | 682 | 0.3% | 0.31% | 408 | +464 | 2.26% | Q4 2025 | Jan 23, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 20,661 | 672 | 0.04% | 0.04% | 409 | -46 | -0.22% | Q4 2025 | Mar 04, 2026 |
| One Capital Management, LLC | History | Reduced | 20,147 | 656 | 0.02% | 0.02% | 410 | -462 | -2.24% | Q4 2025 | Feb 10, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 20,069 | 653 | 0.51% | — | 411 | +20,069 | New | Q4 2025 | Mar 05, 2026 |
| BROWN ADVISORY INC | History | New | 19,784 | 644 | 0.0% | — | 412 | +19,784 | New | Q4 2025 | Feb 13, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 19,728 | 642 | 0.28% | 0.23% | 413 | +2,634 | 15.41% | Q4 2025 | Feb 13, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 19,637 | 639 | 0.01% | 0.01% | 414 | -215 | -1.08% | Q4 2025 | Feb 04, 2026 |
| Helium Advisors LLC | History | Added to | 19,282 | 628 | 0.64% | 0.44% | 415 | +2,745 | 16.6% | Q4 2025 | Feb 12, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Reduced | 19,259 | 627 | 0.12% | 0.21% | 416 | -14,312 | -42.63% | Q4 2025 | Feb 13, 2026 |
| Sanctuary Advisors, LLC | History | New | 19,066 | 620 | 0.0% | — | 417 | +19,066 | New | Q4 2025 | Jan 29, 2026 |
| Compound Planning, Inc. | History | Added to | 19,044 | 620 | 0.02% | 0.01% | 418 | +8,415 | 79.17% | Q4 2025 | Feb 19, 2026 |
| CLG LLC | History | Reduced | 19,056 | 620 | 0.15% | 0.17% | 419 | -294 | -1.52% | Q4 2025 | Jan 15, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 19,028 | 619 | 0.33% | 0.33% | 420 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 18,921 | 616 | 0.08% | 0.07% | 421 | +3,259 | 20.81% | Q4 2025 | Jan 16, 2026 |
| Balanced Rock Investment Advisors LLC | History | Reduced | 18,587 | 605 | 0.43% | 0.43% | 422 | -48 | -0.26% | Q4 2025 | Feb 13, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 16,846 | 605 | 0.28% | 0.27% | 423 | +8 | 0.05% | Q4 2025 | Feb 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 18,554 | 604 | 0.0% | 0.0% | 424 | +2,054 | 12.45% | Q4 2025 | Jan 29, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 18,177 | 592 | 0.03% | 0.02% | 425 | +4,765 | 35.53% | Q4 2025 | Feb 11, 2026 |
| GWN SECURITIES INC. | History | Added to | 17,832 | 580 | 0.12% | 0.13% | 426 | +144 | 0.81% | Q4 2025 | Feb 11, 2026 |
| tru Independence LLC | History | Reduced | 17,661 | 575 | 0.14% | 0.19% | 427 | -5,773 | -24.64% | Q4 2025 | Jan 22, 2026 |
| Eastover Investment Advisors LLC | History | Reduced | 17,570 | 572 | 0.25% | 0.27% | 428 | -1,900 | -9.76% | Q4 2025 | Jan 12, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 17,220 | 560 | 0.35% | 0.27% | 429 | +3,765 | 27.98% | Q4 2025 | Jan 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 17,144 | 558 | 0.01% | 0.0% | 430 | +4,721 | 38.0% | Q4 2025 | Jan 20, 2026 |
| NewEdge Advisors, LLC | History | Added to | 17,144 | 558 | 0.0% | 0.0% | 431 | +1,541 | 9.88% | Q4 2025 | Feb 18, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 17,026 | 554 | 0.5% | 0.46% | 432 | +1,895 | 12.52% | Q4 2025 | Jan 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 16,966 | 552 | 0.12% | 0.12% | 433 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Summit Financial, LLC | History | Added to | 16,783 | 546 | 0.01% | 0.0% | 434 | +6,997 | 71.5% | Q4 2025 | Feb 13, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 16,725 | 544 | 0.09% | 0.09% | 435 | +42 | 0.25% | Q4 2025 | Jan 28, 2026 |
| Lynx Investment Advisory | History | Reduced | 16,640 | 541 | 0.3% | 0.54% | 436 | -12,105 | -42.11% | Q4 2025 | Feb 05, 2026 |
| Altiora Financial Group, LLC | History | Added to | 16,349 | 532 | 0.09% | 0.09% | 437 | +23 | 0.14% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 16,272 | 531 | 0.02% | 0.0% | 438 | +14,006 | 618.09% | Q4 2025 | Feb 13, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 16,311 | 531 | 0.29% | 0.3% | 439 | -39 | -0.24% | Q4 2025 | Jan 14, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 16,237 | 528 | 0.27% | 0.3% | 440 | -1,043 | -6.04% | Q4 2025 | Jan 21, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 16,183 | 527 | 0.24% | 0.26% | 441 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 16,200 | 527 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 16,156 | 526 | 0.0% | 0.0% | 443 | +6,856 | 73.72% | Q4 2025 | Feb 17, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 16,176 | 526 | 0.12% | 0.08% | 444 | +5,741 | 55.02% | Q4 2025 | Feb 11, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 16,079 | 523 | 0.14% | 0.13% | 445 | +868 | 5.71% | Q4 2025 | Feb 11, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 16,015 | 521 | 0.05% | 0.07% | 446 | -3,799 | -19.17% | Q4 2025 | Jan 26, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 16,012 | 521 | 0.07% | 0.07% | 447 | +1 | 0.01% | Q4 2025 | Jan 21, 2026 |
| Friday Financial | History | New | 15,962 | 519 | 0.18% | — | 448 | +15,962 | New | Q4 2025 | Jan 09, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 15,965 | 519 | 0.26% | 0.28% | 449 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 15,916 | 518 | 0.0% | 0.0% | 451 | -2,513 | -13.64% | Q4 2025 | Mar 16, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 15,910 | 518 | 0.17% | 0.18% | 450 | -256 | -1.58% | Q4 2025 | Feb 05, 2026 |
| Eldridge Investment Advisors, Inc. | History | New | 15,675 | 510 | 0.11% | — | 452 | +15,675 | New | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 15,414 | 502 | 0.0% | 0.0% | 453 | +6,894 | 80.92% | Q4 2025 | Feb 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 15,366 | 500 | 0.12% | 0.18% | 454 | -5,701 | -27.06% | Q4 2025 | Feb 27, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 15,236 | 496 | 0.04% | 0.14% | 455 | -6,256 | -29.11% | Q4 2025 | Feb 11, 2026 |
| Abel Hall, LLC | History | Reduced | 14,995 | 488 | 0.11% | 0.2% | 456 | -562 | -3.61% | Q4 2025 | Feb 17, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 14,978 | 487 | 0.3% | — | 457 | +14,978 | New | Q4 2025 | Feb 04, 2026 |
| Partners in Financial Planning | History | Added to | 14,750 | 480 | 0.08% | 0.08% | 458 | +95 | 0.65% | Q4 2025 | Feb 02, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 14,441 | 470 | 0.12% | 0.13% | 459 | +33 | 0.23% | Q4 2025 | Feb 06, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 14,405 | 469 | 0.01% | 0.01% | 460 | -3,413 | -19.15% | Q4 2025 | Jan 22, 2026 |
| IFG Advisory, LLC | History | Reduced | 14,231 | 463 | 0.02% | 0.03% | 461 | -5,842 | -29.1% | Q4 2025 | Feb 10, 2026 |
| Aerodigm Wealth, LLC | History | No change | 14,181 | 461 | 0.16% | 0.19% | 462 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 13,940 | 454 | 0.12% | 0.12% | 463 | -99 | -0.71% | Q4 2025 | Jan 14, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 13,912 | 453 | 0.11% | 0.1% | 464 | +701 | 5.31% | Q4 2025 | Jan 23, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 13,468 | 438 | 0.22% | 0.2% | 465 | +1,911 | 16.54% | Q4 2025 | Feb 06, 2026 |
| Fielder Capital Group LLC | History | Added to | 13,387 | 436 | 0.09% | 0.05% | 466 | +6,228 | 87.0% | Q4 2025 | Feb 10, 2026 |
| Quent Capital, LLC | History | Added to | 13,340 | 434 | 0.03% | — | 467 | +13,318 | 60536.36% | Q4 2025 | Jan 29, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 13,179 | 429 | 0.14% | 0.08% | 468 | +6,692 | 103.16% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 12,676 | 412 | 0.0% | 0.0% | 469 | -1,630 | -11.39% | Q4 2025 | Jan 26, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 12,629 | 411 | 0.15% | 0.14% | 470 | +162 | 1.3% | Q4 2025 | Jan 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 12,566 | 409 | 0.0% | — | 471 | +12,566 | New | Q4 2025 | Feb 05, 2026 |
| Indivisible Partners | History | New | 12,244 | 398 | 0.04% | — | 472 | +12,244 | New | Q4 2025 | Feb 03, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 12,151 | 396 | 0.0% | 0.0% | 473 | +478 | 4.09% | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 12,022 | 391 | 0.0% | 0.0% | 474 | +4,901 | 68.82% | Q4 2025 | Jan 29, 2026 |
| Frankly Finances, LLC | History | New | 11,983 | 390 | 0.34% | — | 475 | +11,983 | New | Q4 2025 | Jan 26, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 11,960 | 389 | 0.01% | 0.01% | 476 | +4,102 | 52.2% | Q4 2025 | Feb 19, 2026 |
| Canopy Partners, LLC | History | Added to | 11,895 | 387 | 0.13% | 0.12% | 477 | +15 | 0.13% | Q4 2025 | Feb 12, 2026 |
| IFG Advisors, LLC | History | Reduced | 11,803 | 384 | 0.06% | 0.06% | 478 | -90 | -0.76% | Q4 2025 | Jan 13, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 11,753 | 382 | 0.14% | 0.11% | 479 | +2,722 | 30.14% | Q4 2025 | Jan 15, 2026 |
| Sincerus Advisory, LLC | History | Reduced | 11,736 | 382 | 0.31% | 0.32% | 480 | -9 | -0.08% | Q4 2025 | Jan 08, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 11,726 | 381 | 0.11% | 0.18% | 481 | -6,241 | -34.74% | Q4 2025 | Feb 10, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 11,692 | 380 | 0.17% | 0.17% | 482 | -436 | -3.59% | Q4 2025 | Feb 17, 2026 |
| Wedmont Private Capital | History | No change | 11,075 | 373 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 11,385 | 370 | 0.01% | 0.01% | 484 | -98 | -0.85% | Q4 2025 | Feb 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 11,240 | 366 | 0.02% | — | 485 | +11,240 | New | Q4 2025 | Feb 02, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 11,198 | 364 | 0.11% | 0.11% | 486 | -551 | -4.69% | Q4 2025 | Jan 08, 2026 |
| XY Planning Network, Inc. | History | New | 11,112 | 361 | 0.06% | — | 487 | +11,112 | New | Q4 2025 | Jan 26, 2026 |
| Argent Trust Co | History | Added to | 10,898 | 354 | 0.01% | 0.01% | 488 | +1,105 | 11.28% | Q4 2025 | Feb 10, 2026 |
| Financial Harvest, LLC | History | Reduced | 10,729 | 349 | 0.22% | 0.23% | 489 | -63 | -0.58% | Q4 2025 | Feb 10, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 10,645 | 346 | 0.0% | 0.0% | 490 | -379 | -3.44% | Q4 2025 | Feb 11, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 10,572 | 344 | 0.3% | — | 491 | +10,572 | New | Q4 2025 | Mar 11, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Added to | 10,425 | 339 | 0.27% | 0.26% | 492 | +653 | 6.68% | Q4 2025 | Feb 09, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | New | 10,294 | 335 | 0.13% | — | 493 | +10,294 | New | Q4 2025 | Jan 27, 2026 |
| VanderPol Investments L.L.C. | History | Reduced | 10,286 | 335 | 0.58% | 0.6% | 494 | -421 | -3.93% | Q4 2025 | Feb 04, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 9,649 | 332 | 0.17% | 0.17% | 495 | +206 | 2.18% | Q4 2025 | Jan 27, 2026 |
| Fisher Asset Management, LLC | History | New | 10,168 | 331 | 0.0% | — | 496 | +10,168 | New | Q4 2025 | Feb 09, 2026 |
| Peirce Capital Management, LLC | History | No change | 10,185 | 331 | 0.13% | 0.13% | 497 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Greenline Wealth Management LLC | History | New | 10,056 | 327 | 0.34% | — | 498 | +10,056 | New | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 10,029 | 326 | 0.01% | — | 499 | +10,029 | New | Q4 2025 | Jan 14, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 9,950 | 324 | 0.22% | 0.23% | 500 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 9,903 | 322 | 0.12% | 0.08% | 501 | +2,852 | 40.45% | Q4 2025 | Jan 27, 2026 |
| Apollon Financial, LLC | History | New | 9,855 | 320 | 0.05% | — | 502 | +9,855 | New | Q4 2025 | Jan 22, 2026 |
| Cogent Private Wealth, Inc. | History | New | 9,687 | 315 | 0.24% | — | 504 | +9,687 | New | Q4 2025 | Feb 10, 2026 |
| Matisse Capital | History | No change | 9,687 | 315 | 0.14% | 0.14% | 503 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 9,659 | 314 | 0.12% | 0.12% | 505 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Integrity Investment Advisors, LLC | History | Reduced | 9,465 | 308 | 0.17% | 0.2% | 506 | -291 | -2.98% | Q4 2025 | Feb 13, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 9,373 | 305 | 0.11% | 0.1% | 507 | +222 | 2.43% | Q4 2025 | Jan 16, 2026 |
| Woodside Wealth Management LLC | History | Added to | 9,341 | 304 | 0.23% | 0.2% | 509 | +1,411 | 17.79% | Q4 2025 | Jan 30, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 9,355 | 304 | 0.05% | 0.07% | 508 | -21 | -0.22% | Q4 2025 | Feb 03, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 9,333 | 303 | 0.07% | 0.07% | 510 | -395 | -4.06% | Q4 2025 | Jan 15, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 9,222 | 300 | 0.14% | 0.14% | 511 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Reduced | 9,154 | 298 | 0.1% | 0.11% | 512 | -186 | -1.99% | Q4 2025 | Jan 20, 2026 |
| Concord Wealth Partners | History | Added to | 9,074 | 295 | 0.04% | 0.04% | 513 | +314 | 3.58% | Q4 2025 | Jan 29, 2026 |
| XML Financial, LLC | History | New | 8,945 | 291 | 0.02% | — | 514 | +8,945 | New | Q4 2025 | Feb 11, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | New | 8,848 | 288 | 0.03% | — | 516 | +8,848 | New | Q4 2025 | Feb 06, 2026 |
| Caprock Group, LLC | History | No change | 8,861 | 288 | 0.01% | 0.01% | 515 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Passive Capital Management, LLC. | History | Added to | 8,825 | 287 | 0.09% | 0.09% | 517 | +9 | 0.1% | Q4 2025 | Feb 05, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Reduced | 8,807 | 286 | 0.11% | 0.11% | 518 | -26 | -0.29% | Q4 2025 | Feb 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 8,660 | 282 | 0.01% | 0.01% | 519 | -140 | -1.59% | Q4 2025 | Feb 17, 2026 |
| Strategent Financial, LLC | History | No change | 8,486 | 276 | 0.17% | 0.19% | 520 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 8,469 | 275 | 0.16% | 0.16% | 522 | +247 | 3.0% | Q4 2025 | Feb 13, 2026 |
| Presidio Capital Management, LLC | History | Reduced | 8,464 | 275 | 0.08% | 0.09% | 521 | -41 | -0.48% | Q4 2025 | Jan 15, 2026 |
| Klaas Financial Asset Advisors, LLC | History | New | 8,433 | 274 | 0.04% | — | 523 | +8,433 | New | Q4 2025 | Jan 27, 2026 |
| Westwood Wealth Management | History | New | 8,407 | 273 | 0.21% | — | 524 | +8,407 | New | Q4 2025 | Jan 20, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 8,407 | 273 | 0.21% | 0.22% | 525 | -459 | -5.18% | Q4 2025 | Jan 13, 2026 |
| Liberty Capital Management, Inc. | History | Reduced | 8,356 | 272 | 0.05% | 0.06% | 526 | -1,430 | -14.61% | Q4 2025 | Jan 26, 2026 |
| Blume Capital Management, Inc. | History | No change | 8,354 | 272 | 0.05% | 0.05% | 527 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 8,275 | 269 | 0.0% | — | 528 | +8,275 | New | Q4 2025 | Feb 13, 2026 |
| Park Edge Advisors, LLC | History | New | 8,271 | 269 | 0.06% | — | 529 | +8,271 | New | Q4 2025 | Jan 16, 2026 |
| Seneschal Advisors, LLC | History | Added to | 8,250 | 268 | 0.2% | 0.18% | 530 | +559 | 7.27% | Q4 2025 | Feb 13, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 8,219 | 267 | 0.16% | 0.16% | 531 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 8,157 | 265 | 0.06% | 0.04% | 532 | +819 | 11.16% | Q4 2025 | Feb 17, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 8,045 | 262 | 0.02% | 0.03% | 533 | +779 | 10.72% | Q4 2025 | Jan 22, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 7,844 | 255 | 0.02% | 0.02% | 534 | +387 | 5.19% | Q4 2025 | Feb 12, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 7,700 | 250 | 0.04% | 0.04% | 535 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 7,626 | 248 | 0.13% | 0.14% | 536 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HANCOCK WHITNEY CORP | History | New | 7,608 | 247 | 0.0% | — | 537 | +7,608 | New | Q4 2025 | Feb 17, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 7,605 | 247 | 0.16% | 0.15% | 539 | +497 | 6.99% | Q4 2025 | Jan 13, 2026 |
| Spire Wealth Management | History | Added to | 7,614 | 247 | 0.01% | 0.01% | 538 | +450 | 6.28% | Q4 2025 | Jan 14, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 7,579 | 246 | 0.01% | 0.01% | 540 | +6 | 0.08% | Q4 2025 | Feb 04, 2026 |
| HM PAYSON & CO | History | No change | 7,571 | 246 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 7,488 | 243 | 0.07% | 0.07% | 542 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 7,305 | 237 | 0.03% | 0.03% | 543 | -13 | -0.18% | Q4 2025 | Feb 13, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 7,083 | 230 | 0.17% | 0.16% | 545 | +730 | 11.49% | Q4 2025 | Feb 05, 2026 |
| Asset Dedication, LLC | History | No change | 7,076 | 230 | 0.02% | 0.01% | 544 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Quadrature Capital Ltd | History | Reduced | 6,955 | 226 | 0.0% | 0.0% | 546 | -5,700 | -45.04% | Q4 2025 | Feb 17, 2026 |
| Citrine Capital LLC | History | Added to | 6,918 | 225 | 0.1% | 0.1% | 547 | +356 | 5.43% | Q4 2025 | Jan 20, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 6,871 | 223 | 0.07% | 0.07% | 548 | -7,437 | -51.98% | Q4 2025 | Jan 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,724 | 219 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ALTFEST L J & CO INC | History | New | 6,699 | 218 | 0.02% | — | 550 | +6,699 | New | Q4 2025 | Jan 23, 2026 |
| Simplicity Wealth,LLC | History | New | 6,417 | 209 | 0.01% | — | 551 | +6,417 | New | Q4 2025 | Jan 30, 2026 |
| SEMITAM BONAM LLC | History | New | 6,339 | 206 | 0.17% | — | 553 | +6,339 | New | Q4 2025 | Jan 20, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 6,345 | 206 | 0.02% | 0.02% | 552 | -52 | -0.81% | Q4 2025 | Jan 08, 2026 |
| Silver Oak Advisory Group, Inc. | History | Reduced | 6,318 | 205 | 0.09% | 0.09% | 554 | -169 | -2.61% | Q4 2025 | Feb 03, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 5,626 | 183 | 0.01% | 0.01% | 555 | +3,398 | 152.51% | Q4 2025 | Feb 13, 2026 |
| Hurley Capital, LLC | History | Added to | 4,846 | 157 | 0.09% | 0.08% | 556 | +75 | 1.57% | Q4 2025 | Feb 17, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | New | 4,677 | 152 | 0.01% | — | 557 | +4,677 | New | Q4 2025 | Feb 12, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 4,270 | 139 | 0.03% | 0.01% | 558 | +2,936 | 220.09% | Q4 2025 | Jan 12, 2026 |
| Orion Capital Management LLC | History | No change | 4,140 | 134 | 0.05% | 0.05% | 559 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 4,026 | 131 | 0.07% | 0.06% | 560 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| North Star Investment Management Corp. | History | No change | 3,528 | 114 | 0.01% | 0.01% | 561 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| MOTCO | History | No change | 3,040 | 99 | 0.01% | 0.01% | 562 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| US BANCORP \DE\ | History | Added to | 2,840 | 92 | 0.0% | 0.0% | 563 | +204 | 7.74% | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,699 | 87 | 0.0% | 0.0% | 564 | +1,907 | 240.78% | Q4 2025 | Feb 06, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 2,001 | 65 | 0.04% | — | 565 | +2,001 | New | Q4 2025 | Feb 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,725 | 56 | 0.0% | 0.0% | 566 | -275 | -13.75% | Q4 2025 | Feb 17, 2026 |
| Glassman Wealth Services | History | No change | 1,690 | 55 | 0.01% | 0.01% | 567 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SITTNER & NELSON, LLC | History | No change | 1,535 | 54 | 0.02% | 0.02% | 568 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 1,669 | 54 | 0.03% | 0.03% | 569 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 1,605 | 52 | 0.01% | 0.0% | 570 | +1,309 | 442.23% | Q4 2025 | Feb 10, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 1,590 | 51 | 0.02% | 0.02% | 571 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,455 | 47 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Added to | 1,422 | 46 | 0.0% | 0.0% | 573 | +410 | 40.51% | Q4 2025 | Jan 23, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 1,412 | 45 | 0.03% | 0.03% | 574 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Planning Project LLC | History | New | 1,344 | 43 | 0.01% | — | 576 | +1,344 | New | Q4 2025 | Feb 12, 2026 |
| Wealth Watch Advisors, INC | History | No change | 1,345 | 43 | 0.02% | 0.02% | 575 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 1,280 | 41 | 0.0% | 0.0% | 577 | +200 | 18.52% | Q4 2025 | Jan 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,199 | 39 | 0.0% | 0.0% | 579 | +8 | 0.67% | Q4 2025 | Jan 20, 2026 |
| Ancora Advisors LLC | History | No change | 1,226 | 39 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Banco de Sabadell, S.A | History | No change | 1,058 | 34 | 0.02% | 0.02% | 580 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LRI Investments, LLC | History | Added to | 930 | 30 | 0.0% | 0.0% | 581 | +55 | 6.29% | Q4 2025 | Feb 04, 2026 |
| Rossby Financial, LCC | History | No change | 916 | 29 | 0.01% | 0.01% | 582 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | New | 885 | 28 | 0.0% | — | 583 | +885 | New | Q4 2025 | Feb 13, 2026 |
| IMG Wealth Management, Inc. | History | New | 855 | 27 | 0.02% | — | 586 | +855 | New | Q4 2025 | Feb 05, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 824 | 27 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 847 | 27 | 0.01% | 0.01% | 585 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | Added to | 812 | 26 | 0.02% | 0.02% | 588 | +5 | 0.62% | Q4 2025 | Mar 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 810 | 26 | 0.0% | 0.0% | 587 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Anfield Capital Management, LLC | History | No change | 739 | 24 | 0.01% | 0.01% | 589 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 735 | 23 | 0.0% | 0.0% | 590 | -80 | -9.82% | Q4 2025 | Feb 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 700 | 22 | 0.02% | — | 592 | +700 | New | Q4 2025 | Feb 11, 2026 |
| SHP Wealth Management | History | New | 694 | 22 | 0.0% | — | 591 | +694 | New | Q4 2025 | Mar 04, 2026 |
| HOWE & RUSLING INC | History | No change | 654 | 21 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 571 | 19 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 577 | 18 | 0.0% | 0.0% | 595 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Redwood Park Advisors LLC | History | Reduced | 540 | 17 | 0.01% | 0.01% | 598 | -15 | -2.7% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | No change | 521 | 17 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 546 | 17 | 0.0% | 0.0% | 597 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CENTRAL TRUST Co | History | Reduced | 521 | 16 | 0.0% | 0.0% | 599 | -161 | -23.61% | Q4 2025 | Feb 02, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 472 | 15 | 0.0% | — | 602 | +472 | New | Q4 2025 | Jan 27, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 485 | 15 | 0.0% | 0.0% | 600 | -10 | -2.02% | Q4 2025 | Jan 22, 2026 |
| Crewe Advisors LLC | History | No change | 488 | 15 | 0.0% | 0.0% | 601 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | New | 450 | 14 | 0.01% | — | 603 | +450 | New | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 416 | 13 | 0.0% | — | 605 | +416 | New | Q4 2025 | Jan 21, 2026 |
| Johnson Financial Group, Inc. | History | No change | 408 | 13 | 0.0% | 0.0% | 604 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 421 | 13 | 0.0% | 0.0% | 606 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 385 | 12 | 0.01% | 0.01% | 607 | +35 | 10.0% | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | New | 361 | 11 | 0.0% | — | 609 | +361 | New | Q4 2025 | Feb 12, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 340 | 11 | 0.01% | — | 610 | +340 | New | Q4 2025 | Feb 10, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 363 | 11 | 0.0% | 0.0% | 608 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Team Financial Group, LLC | History | No change | 276 | 8 | 0.0% | 0.0% | 611 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| BAYBAN | History | New | 209 | 6 | 0.01% | — | 615 | +209 | New | Q4 2025 | Mar 05, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 206 | 6 | 0.0% | — | 612 | +206 | New | Q4 2025 | Jan 23, 2026 |
| RHL GROUP, LLC | History | New | 202 | 6 | 0.0% | — | 614 | +202 | New | Q4 2025 | Feb 09, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 193 | 6 | 0.0% | — | 613 | +193 | New | Q4 2025 | Feb 05, 2026 |
| Prestige Wealth Management Group LLC | History | New | 166 | 5 | 0.0% | — | 617 | +166 | New | Q4 2025 | Feb 11, 2026 |
| Russell Investments Group, Ltd. | History | No change | 175 | 5 | 0.0% | 0.0% | 616 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | New | 150 | 4 | 0.0% | — | 620 | +150 | New | Q4 2025 | Feb 12, 2026 |
| FAS Wealth Partners, Inc. | History | New | 149 | 4 | 0.0% | — | 619 | +149 | New | Q4 2025 | Feb 18, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 131 | 4 | 0.0% | 0.0% | 623 | +1 | 0.77% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 126 | 4 | 0.0% | 0.0% | 618 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| West Branch Capital LLC | History | No change | 125 | 4 | 0.0% | 0.0% | 621 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Centennial Bank/AR/ | History | No change | 133 | 4 | 0.0% | 0.0% | 622 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 149 | 4 | 0.0% | 0.0% | 624 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| McIlrath & Eck, LLC | History | No change | 96 | 3 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 96 | 3 | 0.05% | 0.04% | 626 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PFS Partners, LLC | History | New | 74 | 2 | 0.0% | — | 627 | +74 | New | Q4 2025 | Jan 16, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 48 | 1 | 0.0% | — | 628 | +48 | New | Q4 2025 | Feb 09, 2026 |
| CIBC Private Wealth Group LLC | History | New | 36 | 1 | 0.0% | — | 629 | +36 | New | Q4 2025 | Feb 12, 2026 |
| Motiv8 Investments LLC | History | New | 22 | 1 | 0.0% | — | 631 | +22 | New | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 31 | 1 | 0.0% | — | 630 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -800,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -443,333 | -100.0% | Q3 2025 | Nov 10, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -326,712 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PERRITT CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 4.36% | — | -291,631 | -100.0% | Q3 2025 | Nov 17, 2025 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 2.51% | — | -178,813 | -100.0% | Q3 2025 | Nov 06, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -161,785 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -101,996 | -100.0% | Q3 2025 | Nov 06, 2025 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -85,023 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Total Wealth Planning, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -62,925 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Tandem Financial, LLC | History | Closed out | 0 | 0 | — | 0.69% | — | -58,485 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,842 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Hill Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,978 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BAM Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -9,560 | -100.0% | Q3 2025 | Oct 31, 2025 |
| My Personal CFO, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -9,031 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Corus Family Wealth Advisors | History | Closed out | 0 | 0 | — | 0.19% | — | -8,414 | -100.0% | Q3 2025 | Nov 18, 2025 |
| ELEVATION WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,937 | -100.0% | Q3 2025 | Oct 14, 2025 |
| FIFTH THIRD BANCORP | History | Closed out | 0 | 0 | — | 0.0% | — | -841 | -100.0% | Q3 2025 | Nov 07, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -368 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -319 | -100.0% | Q3 2025 | Nov 12, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -303 | -100.0% | Q3 2025 | Nov 03, 2025 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -255 | -100.0% | Q3 2025 | Nov 04, 2025 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -222 | -100.0% | Q3 2025 | Oct 27, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Rachor Investment Advisory Services, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q4 2025 | Jan 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q4 2025 | Jan 22, 2026 |
| Premier Financial Group | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Oct 20, 2025 |
| JNBA Financial Advisors | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 26, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |