Dimensional ETF Trust - DFAR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | History | Added to | 3,803,617 | 87,107 | 0.1% | 0.14% | 1 | +120,720 | 3.28% | Q4 2025 | Feb 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,575,478 | 58,981 | 0.06% | 0.06% | 2 | +196,432 | 8.26% | Q4 2025 | Feb 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 2,454,700 | 56,212 | 0.07% | 0.07% | 3 | -35,100 | -1.41% | Q4 2025 | Feb 13, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 2,375,621 | 54,404 | 9.57% | 10.06% | 4 | +177,099 | 8.06% | Q4 2025 | Jan 21, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,909,269 | 43,724 | 2.23% | 2.33% | 5 | +326,780 | 20.65% | Q4 2025 | Feb 10, 2026 |
| Vise Technologies, Inc. | History | Added to | 1,696,565 | 38,853 | 0.76% | 0.38% | 6 | +1,264,461 | 292.63% | Q4 2025 | Feb 11, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 1,358,580 | 31,113 | 3.51% | 3.57% | 7 | +86,690 | 6.82% | Q4 2025 | Jan 14, 2026 |
| RAM Investment Partners, LLC | History | Added to | 1,355,398 | 31,040 | 5.61% | 5.88% | 8 | +40,528 | 3.08% | Q4 2025 | Feb 12, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 1,009,694 | 23,123 | 3.72% | 3.82% | 9 | +95,851 | 10.49% | Q4 2025 | Jan 28, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 1,005,555 | 23,067 | 5.79% | 5.78% | 10 | +84,581 | 9.18% | Q4 2025 | Jan 06, 2026 |
| Savant Capital, LLC | History | Added to | 958,787 | 21,957 | 0.12% | 0.08% | 11 | +404,919 | 73.11% | Q4 2025 | Feb 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 852,933 | 19,533 | 0.14% | 0.07% | 12 | +484,472 | 131.49% | Q4 2025 | Feb 18, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 749,757 | 17,170 | 1.11% | 1.1% | 13 | +53,570 | 7.69% | Q4 2025 | Jan 26, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 692,700 | 15,863 | 0.02% | — | 14 | +692,700 | New | Q4 2025 | Feb 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 687,487 | 15,744 | 0.09% | 0.09% | 15 | +34,614 | 5.3% | Q4 2025 | Feb 03, 2026 |
| Burton Enright Welch | History | Added to | 674,979 | 15,457 | 2.18% | 2.27% | 16 | +45,411 | 7.21% | Q4 2025 | Feb 13, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 648,822 | 14,858 | 2.95% | 2.78% | 17 | +81,938 | 14.45% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 605,073 | 13,856 | 0.05% | — | 18 | +605,073 | New | Q4 2025 | Feb 13, 2026 |
| United Wealth Management, LLC | History | Added to | 524,020 | 12,000 | 3.1% | 3.22% | 19 | +27,123 | 5.46% | Q4 2025 | Feb 11, 2026 |
| Fidato Wealth LLC | History | Added to | 523,417 | 11,986 | 7.66% | 7.69% | 20 | +32,758 | 6.68% | Q4 2025 | Feb 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 521,934 | 11,952 | 0.82% | 1.83% | 21 | -557,752 | -51.66% | Q4 2025 | Feb 23, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 489,628 | 11,213 | 0.35% | 0.38% | 22 | +3,584 | 0.74% | Q4 2025 | Jan 30, 2026 |
| Core Wealth Management, Inc. | History | Added to | 477,897 | 10,944 | 3.41% | 3.6% | 23 | +9,177 | 1.96% | Q4 2025 | Jan 28, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 428,390 | 9,895 | 0.94% | 0.89% | 24 | +54,566 | 14.6% | Q4 2025 | Jan 22, 2026 |
| LPL Financial LLC | History | Added to | 423,777 | 9,705 | 0.0% | 0.0% | 25 | +18,510 | 4.57% | Q4 2025 | Feb 11, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 422,647 | 9,679 | 1.88% | 1.97% | 26 | +9,554 | 2.31% | Q4 2025 | Feb 13, 2026 |
| Timonier Family Office, LTD. | History | Added to | 406,986 | 9,320 | 2.96% | 3.0% | 27 | +22,608 | 5.88% | Q4 2025 | Feb 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 403,226 | 9,234 | 0.0% | 0.0% | 28 | +34,366 | 9.32% | Q4 2025 | Feb 18, 2026 |
| Forum Financial Management, LP | History | Reduced | 400,711 | 9,176 | 0.12% | 0.13% | 29 | -857 | -0.21% | Q4 2025 | Jan 27, 2026 |
| Aspen Wealth Management LLC | History | Added to | 377,538 | 8,646 | 1.82% | 1.84% | 30 | +30,290 | 8.72% | Q4 2025 | Jan 05, 2026 |
| Onyx Financial Advisors, LLC | History | Added to | 374,049 | 8,566 | 3.63% | 3.51% | 31 | +41,574 | 12.5% | Q4 2025 | Jan 14, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 373,392 | 8,551 | 4.85% | 4.94% | 32 | +39,962 | 11.99% | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Added to | 354,442 | 8,117 | 0.02% | 0.02% | 33 | +6,337 | 1.82% | Q4 2025 | Feb 12, 2026 |
| LRI Investments, LLC | History | Added to | 352,787 | 8,079 | 0.65% | 0.51% | 34 | +92,110 | 35.33% | Q4 2025 | Feb 04, 2026 |
| Crestmont Private Wealth LLC | History | Reduced | 330,287 | 7,563 | 2.46% | 2.62% | 35 | -2,343 | -0.7% | Q4 2025 | Feb 10, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 312,893 | 7,165 | 4.32% | 4.11% | 36 | +38,803 | 14.16% | Q4 2025 | Feb 02, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 302,980 | 6,938 | 0.22% | 0.29% | 37 | -110,320 | -26.69% | Q4 2025 | Jan 09, 2026 |
| Straight Path Wealth Management | History | Added to | 288,441 | 6,605 | 1.78% | 1.7% | 38 | +24,153 | 9.14% | Q4 2025 | Feb 11, 2026 |
| Vannoy Advisory Group, Inc. | History | Added to | 278,088 | 6,368 | 4.04% | 4.06% | 39 | +17,434 | 6.69% | Q4 2025 | Jan 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 277,161 | 6,347 | 0.03% | 0.03% | 40 | +51,420 | 22.78% | Q4 2025 | Feb 17, 2026 |
| Financial Harvest, LLC | History | Added to | 269,637 | 6,175 | 3.81% | 3.87% | 41 | +29,053 | 12.08% | Q4 2025 | Feb 10, 2026 |
| CURIO WEALTH, LLC | History | Added to | 267,970 | 6,152 | 2.18% | 2.38% | 42 | +24,670 | 10.14% | Q4 2025 | Feb 11, 2026 |
| Stokes Family Office, LLC | History | Added to | 262,910 | 6,020 | 0.55% | 0.59% | 43 | +4,275 | 1.65% | Q4 2025 | Feb 18, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 259,342 | 5,939 | 1.72% | 1.84% | 44 | +3,605 | 1.41% | Q4 2025 | Feb 05, 2026 |
| AWM CAPITAL, LLC | History | Added to | 254,990 | 5,839 | 0.53% | 0.53% | 45 | +10,639 | 4.35% | Q4 2025 | Feb 17, 2026 |
| Oceanside Advisors LLC | History | Added to | 222,202 | 5,088 | 3.08% | 3.16% | 46 | +10,153 | 4.79% | Q4 2025 | Jan 26, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 219,517 | 5,027 | 0.0% | 0.0% | 47 | +17,795 | 8.82% | Q4 2025 | Feb 10, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 213,268 | 4,988 | 0.12% | 0.12% | 48 | +11,554 | 5.73% | Q4 2025 | Jan 28, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 206,004 | 4,717 | 1.22% | 1.3% | 49 | +2,996 | 1.48% | Q4 2025 | Feb 06, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 202,506 | 4,637 | 1.22% | 1.32% | 50 | +1,108 | 0.55% | Q4 2025 | Feb 06, 2026 |
| Seneschal Advisors, LLC | History | Added to | 200,775 | 4,597 | 3.39% | 3.29% | 51 | +10,527 | 5.53% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 196,935 | 4,510 | 0.03% | 0.0% | 52 | +184,880 | 1533.64% | Q4 2025 | Feb 12, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 195,054 | 4,466 | 1.77% | 1.86% | 53 | +20,330 | 11.64% | Q4 2025 | Feb 02, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 191,499 | 4,385 | 0.58% | — | 54 | +191,499 | New | Q4 2025 | Feb 04, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 187,732 | 4,376 | 0.2% | 0.28% | 55 | -17,678 | -8.61% | Q4 2025 | Feb 03, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 189,181 | 4,332 | 1.96% | 1.92% | 56 | +22,153 | 13.26% | Q4 2025 | Jan 26, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 187,371 | 4,291 | 0.94% | 1.35% | 57 | -55,305 | -22.79% | Q4 2025 | Jan 29, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 177,918 | 4,197 | 0.27% | 0.88% | 58 | -365,472 | -67.26% | Q4 2025 | Jan 23, 2026 |
| Citrine Capital LLC | History | Added to | 179,547 | 4,111 | 1.91% | 1.87% | 59 | +10,140 | 5.99% | Q4 2025 | Jan 20, 2026 |
| M Holdings Securities, Inc. | History | Added to | 178,392 | 4,085 | 0.29% | 0.19% | 60 | +139,725 | 361.35% | Q4 2025 | Feb 11, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 177,609 | 4,067 | 2.33% | 2.39% | 61 | +12,312 | 7.45% | Q4 2025 | Feb 10, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 177,039 | 4,054 | 2.15% | — | 62 | +177,039 | New | Q4 2025 | Jan 30, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 172,306 | 3,946 | 1.51% | 1.5% | 63 | +16,380 | 10.5% | Q4 2025 | Jan 30, 2026 |
| North Berkeley Wealth Management, LLC | History | New | 167,397 | 3,833 | 2.26% | — | 64 | +167,397 | New | Q4 2025 | Feb 10, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 166,799 | 3,819 | 0.28% | 0.33% | 65 | -8,410 | -4.8% | Q4 2025 | Jan 29, 2026 |
| Strategic Wealth Advisors LLC | History | New | 165,957 | 3,800 | 3.25% | — | 66 | +165,957 | New | Q4 2025 | Feb 03, 2026 |
| Ruedi Wealth Management, Inc. | History | Reduced | 165,232 | 3,784 | 0.99% | 1.11% | 67 | -1,712 | -1.03% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 164,072 | 3,757 | 0.02% | 0.03% | 68 | -4,220 | -2.51% | Q4 2025 | Jan 26, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Added to | 163,162 | 3,736 | 1.26% | 1.34% | 69 | +6,324 | 4.03% | Q4 2025 | Jan 20, 2026 |
| Apella Capital, LLC | History | Added to | 161,683 | 3,702 | 0.07% | 0.08% | 70 | +16,727 | 11.54% | Q4 2025 | Jan 21, 2026 |
| Evanson Asset Management, LLC | History | Added to | 160,324 | 3,671 | 0.2% | 0.21% | 71 | +2,124 | 1.34% | Q4 2025 | Jan 12, 2026 |
| Disciplined Investments, LLC | History | Added to | 151,897 | 3,478 | 1.34% | 1.31% | 72 | +13,718 | 9.93% | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 150,607 | 3,449 | 0.0% | 0.0% | 73 | +137,273 | 1029.5% | Q4 2025 | Feb 12, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 148,299 | 3,396 | 0.19% | 0.34% | 74 | +5,092 | 3.56% | Q4 2025 | Jan 29, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 146,686 | 3,359 | 2.38% | 2.41% | 75 | +9,745 | 7.12% | Q4 2025 | Jan 07, 2026 |
| Burk Holdings LLC | History | Added to | 141,338 | 3,236 | 1.54% | 1.38% | 76 | +32,800 | 30.22% | Q4 2025 | Feb 12, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | New | 137,730 | 3,154 | 2.96% | — | 77 | +137,730 | New | Q4 2025 | Feb 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 130,672 | 3,018 | 0.0% | 0.0% | 78 | +1,745 | 1.35% | Q4 2025 | Jan 08, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 128,312 | 2,938 | 0.72% | 0.48% | 79 | +50,407 | 64.7% | Q4 2025 | Feb 17, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 126,643 | 2,900 | 0.95% | 1.16% | 80 | +8,131 | 6.86% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 125,094 | 2,864 | 0.01% | 0.01% | 81 | +7,751 | 6.61% | Q4 2025 | Feb 13, 2026 |
| Warburton Capital Management, LLC | History | Added to | 122,880 | 2,814 | 1.59% | 1.46% | 82 | +21,169 | 20.81% | Q4 2025 | Jan 23, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Added to | 122,676 | 2,809 | 0.61% | 0.53% | 83 | +24,271 | 24.66% | Q4 2025 | Jan 28, 2026 |
| Johnson Wealth Management, LLC | History | New | 120,241 | 2,753 | 1.37% | — | 84 | +120,241 | New | Q4 2025 | Feb 11, 2026 |
| Brown Financial Advisory | History | Reduced | 119,825 | 2,744 | 1.39% | 1.82% | 85 | -25,692 | -17.66% | Q4 2025 | Jan 29, 2026 |
| Tillman Hartley LLC | History | Added to | 119,205 | 2,729 | 0.69% | 0.55% | 86 | +30,154 | 33.86% | Q4 2025 | Feb 13, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 118,923 | 2,723 | 0.82% | 0.84% | 87 | +10,394 | 9.58% | Q4 2025 | Jan 22, 2026 |
| PFG Advisors | History | Added to | 116,314 | 2,663 | 0.13% | 0.1% | 88 | +11,701 | 11.19% | Q4 2025 | Jan 27, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 113,720 | 2,604 | 0.03% | 0.03% | 89 | -29,604 | -20.66% | Q4 2025 | Feb 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 108,528 | 2,485 | 0.89% | 0.84% | 90 | +10,906 | 11.17% | Q4 2025 | Jan 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 106,687 | 2,443 | 0.0% | 0.0% | 91 | -44,767 | -29.56% | Q4 2025 | Feb 12, 2026 |
| Summit Wealth Group, LLC | History | Added to | 105,417 | 2,414 | 0.56% | 0.6% | 92 | +2,052 | 1.99% | Q4 2025 | Feb 06, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 104,814 | 2,400 | 1.19% | 1.25% | 93 | +3,724 | 3.68% | Q4 2025 | Jan 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 97,343 | 2,229 | 0.03% | 0.04% | 94 | -40,292 | -29.27% | Q4 2025 | Feb 11, 2026 |
| Applied Capital LLC | History | Added to | 95,834 | 2,194 | 0.84% | 0.86% | 95 | +6,742 | 7.57% | Q4 2025 | Jan 16, 2026 |
| Note Advisors, LLC | History | Added to | 91,782 | 2,165 | 1.11% | 1.22% | 96 | +5,707 | 6.63% | Q4 2025 | Feb 18, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 87,964 | 2,014 | 0.79% | 0.87% | 97 | +1,970 | 2.29% | Q4 2025 | Jan 22, 2026 |
| Allworth Financial LP | History | New | 87,820 | 2,011 | 0.01% | — | 98 | +87,820 | New | Q4 2025 | Feb 05, 2026 |
| Pacific Asset Management, LLC | History | Added to | 87,743 | 2,009 | 1.21% | 1.36% | 99 | +3,961 | 4.73% | Q4 2025 | Jan 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 86,316 | 1,976 | 0.0% | 0.0% | 100 | +6,533 | 8.19% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | Added to | 85,706 | 1,962 | 0.07% | 0.07% | 101 | +4,543 | 5.6% | Q4 2025 | Feb 17, 2026 |
| Trailhead Planners LLC | History | New | 85,101 | 1,948 | 1.91% | — | 102 | +85,101 | New | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 81,375 | 1,863 | 0.0% | 0.0% | 103 | -73,049 | -47.3% | Q4 2025 | Feb 10, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 81,193 | 1,859 | 1.1% | 1.1% | 104 | +4,527 | 5.9% | Q4 2025 | Jan 26, 2026 |
| Ferguson Johnson Wealth Management Inc | History | New | 80,139 | 1,835 | 1.53% | — | 105 | +80,139 | New | Q4 2025 | Feb 06, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 78,742 | 1,803 | 0.39% | 0.29% | 106 | +30,718 | 63.96% | Q4 2025 | Feb 09, 2026 |
| Creative Planning | History | Reduced | 78,262 | 1,792 | 0.0% | 0.0% | 107 | -2,513 | -3.11% | Q4 2025 | Feb 17, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 75,893 | 1,790 | 0.91% | 1.02% | 108 | +1,829 | 2.47% | Q4 2025 | Jan 27, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 75,884 | 1,753 | 0.26% | 0.3% | 109 | -4,264 | -5.32% | Q4 2025 | Jan 26, 2026 |
| RCS Financial Planning, LLC | History | Added to | 68,909 | 1,578 | 0.68% | 0.72% | 110 | +275 | 0.4% | Q4 2025 | Jan 15, 2026 |
| First Financial Group Corp | History | Reduced | 67,362 | 1,542 | 1.31% | 1.41% | 111 | -865 | -1.27% | Q4 2025 | Jan 28, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 66,832 | 1,530 | 0.04% | 0.04% | 112 | +1,052 | 1.6% | Q4 2025 | Feb 10, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 65,752 | 1,505 | 0.03% | 0.04% | 113 | -18,654 | -22.1% | Q4 2025 | Feb 10, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 65,000 | 1,488 | 0.03% | 0.03% | 114 | -5,000 | -7.14% | Q4 2025 | Jan 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 64,317 | 1,472 | 0.0% | 0.0% | 115 | -34,473 | -34.9% | Q4 2025 | Feb 18, 2026 |
| CGN Advisors LLC | History | Added to | 60,402 | 1,383 | 0.11% | 0.11% | 116 | +1,768 | 3.02% | Q4 2025 | Jan 05, 2026 |
| Quadrature Capital Ltd | History | New | 60,091 | 1,376 | 0.01% | — | 117 | +60,091 | New | Q4 2025 | Feb 17, 2026 |
| Redwood Park Advisors LLC | History | Added to | 58,843 | 1,347 | 0.92% | 0.52% | 118 | +26,128 | 79.87% | Q4 2025 | Feb 17, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 56,609 | 1,296 | 0.47% | 0.48% | 119 | +781 | 1.4% | Q4 2025 | Feb 09, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 55,221 | 1,264 | 0.03% | 0.01% | 120 | +30,512 | 123.49% | Q4 2025 | Feb 06, 2026 |
| Sanctuary Advisors, LLC | History | New | 54,416 | 1,246 | 0.01% | — | 121 | +54,416 | New | Q4 2025 | Jan 29, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 54,095 | 1,238 | 0.46% | 0.52% | 122 | -943 | -1.71% | Q4 2025 | Feb 03, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 53,998 | 1,236 | 1.13% | 0.91% | 123 | +14,690 | 37.37% | Q4 2025 | Jan 15, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | New | 52,983 | 1,223 | 1.13% | — | 124 | +52,983 | New | Q4 2025 | Mar 31, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 52,616 | 1,204 | 0.51% | 0.62% | 125 | -4,863 | -8.46% | Q4 2025 | Feb 02, 2026 |
| Vantage Point Financial LLC | History | Reduced | 51,357 | 1,176 | 0.42% | 0.51% | 126 | -3,752 | -6.81% | Q4 2025 | Feb 02, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 50,981 | 1,167 | 0.0% | 0.01% | 127 | -4,716 | -8.47% | Q4 2025 | Feb 13, 2026 |
| WPWealth LLP | History | Added to | 50,446 | 1,155 | 0.18% | 0.19% | 128 | +522 | 1.05% | Q4 2025 | Feb 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 50,301 | 1,151 | 0.17% | 0.23% | 129 | +7,285 | 16.94% | Q4 2025 | Feb 03, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 46,502 | 1,144 | 0.47% | 0.77% | 130 | -26,939 | -36.68% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 49,791 | 1,140 | 0.0% | 0.0% | 131 | +1,987 | 4.16% | Q4 2025 | Mar 09, 2026 |
| Aznar Financial Advisors, LLC | History | New | 49,529 | 1,134 | 1.09% | — | 132 | +49,529 | New | Q4 2025 | Feb 19, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 47,726 | 1,092 | 0.33% | 0.35% | 133 | +1,229 | 2.64% | Q4 2025 | Jan 27, 2026 |
| Sowell Financial Services LLC | History | Added to | 47,508 | 1,087 | 0.04% | 0.04% | 134 | +4,695 | 10.97% | Q4 2025 | Jan 21, 2026 |
| Ballast Financial Advisors LLC | History | New | 46,597 | 1,067 | 1.1% | — | 135 | +46,597 | New | Q4 2025 | Feb 17, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 46,180 | 1,057 | 0.38% | 0.38% | 136 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Guardian Wealth Management, LLC | History | New | 45,554 | 1,043 | 0.33% | — | 137 | +45,554 | New | Q4 2025 | Jan 20, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 45,385 | 1,039 | 0.11% | 0.11% | 138 | +4,648 | 11.41% | Q4 2025 | Jan 16, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 45,014 | 1,030 | 0.42% | 0.44% | 139 | +1,965 | 4.56% | Q4 2025 | Jan 29, 2026 |
| Forum Private Client Group LLC | History | Reduced | 43,212 | 989 | 0.34% | 0.37% | 140 | -809 | -1.84% | Q4 2025 | Feb 06, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 42,560 | 974 | 0.08% | 0.1% | 141 | -5,736 | -11.88% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 42,343 | 969 | 0.0% | 0.0% | 142 | -2,663 | -5.92% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 41,098 | 941 | 0.0% | 0.0% | 143 | +20,680 | 101.28% | Q4 2025 | Feb 05, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 39,918 | 914 | 0.01% | 0.0% | 144 | +10 | 0.03% | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 38,267 | 876 | 0.01% | 0.01% | 145 | -7,523 | -16.43% | Q4 2025 | Jan 26, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 37,692 | 863 | 0.55% | 0.59% | 146 | +607 | 1.64% | Q4 2025 | Feb 04, 2026 |
| marrick wealth, LLC | History | New | 37,327 | 854 | 0.7% | — | 147 | +37,327 | New | Q4 2025 | Feb 13, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 37,246 | 852 | 0.32% | 0.41% | 148 | -6,674 | -15.2% | Q4 2025 | Feb 10, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 36,481 | 835 | 0.42% | 0.48% | 149 | +456 | 1.27% | Q4 2025 | Jan 08, 2026 |
| Advisory Alpha, LLC | History | Reduced | 34,575 | 791 | 0.02% | 0.02% | 150 | -72 | -0.21% | Q4 2025 | Feb 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 34,522 | 790 | 0.19% | 0.26% | 151 | -7,027 | -16.91% | Q4 2025 | Feb 27, 2026 |
| Approach Retirement Advisors, LLC | History | New | 32,253 | 738 | 0.64% | — | 152 | +32,253 | New | Q4 2025 | Jan 29, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 31,788 | 727 | 0.33% | 0.32% | 153 | +1,570 | 5.2% | Q4 2025 | Jan 07, 2026 |
| STOLZ & ASSOCIATES, PS | History | New | 31,065 | 711 | 0.55% | — | 154 | +31,065 | New | Q4 2025 | Feb 06, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 30,896 | 707 | 0.08% | 0.06% | 155 | +7,609 | 32.67% | Q4 2025 | Jan 26, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 29,151 | 667 | 0.38% | 0.61% | 156 | -18,372 | -38.66% | Q4 2025 | Jan 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 29,021 | 664 | 0.02% | 0.01% | 157 | +9,280 | 47.01% | Q4 2025 | Feb 17, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 28,987 | 663 | 0.01% | 0.01% | 158 | +17,974 | 163.21% | Q4 2025 | Feb 05, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 26,775 | 643 | 0.29% | 0.39% | 159 | -4,890 | -15.44% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 28,022 | 641 | 0.0% | — | 160 | +28,022 | New | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 27,964 | 640 | 0.0% | 0.0% | 161 | +2,401 | 9.39% | Q4 2025 | Feb 13, 2026 |
| Caprock Group, LLC | History | No change | 27,988 | 640 | 0.01% | 0.02% | 162 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 27,539 | 630 | 0.14% | 0.17% | 163 | -5,857 | -17.54% | Q4 2025 | Jan 16, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 26,703 | 611 | 0.01% | 0.01% | 164 | +244 | 0.92% | Q4 2025 | Feb 04, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 26,598 | 609 | 0.18% | 0.18% | 165 | +3,876 | 17.06% | Q4 2025 | Jan 15, 2026 |
| DBK Financial Counsel, LLC | History | No change | 25,770 | 590 | 0.45% | 0.52% | 166 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Diversify Advisory Services, LLC | History | New | 24,425 | 584 | 0.02% | — | 167 | +24,425 | New | Q4 2025 | Jan 23, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 25,460 | 583 | 0.06% | 0.06% | 168 | +285 | 1.13% | Q4 2025 | Feb 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 25,014 | 572 | 0.03% | 0.04% | 169 | -2,895 | -10.37% | Q4 2025 | Jan 12, 2026 |
| Frankly Finances, LLC | History | New | 24,493 | 560 | 0.49% | — | 170 | +24,493 | New | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 24,244 | 555 | 0.01% | 0.0% | 171 | +18,222 | 302.59% | Q4 2025 | Jan 23, 2026 |
| Pioneer Wealth Management Group | History | New | 24,176 | 553 | 0.17% | — | 172 | +24,176 | New | Q4 2025 | Jan 12, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 23,738 | 543 | 0.38% | 0.47% | 173 | -3,065 | -11.44% | Q4 2025 | Jan 23, 2026 |
| American Investment Services, Inc. | History | Reduced | 23,692 | 542 | 0.13% | 0.14% | 174 | -637 | -2.62% | Q4 2025 | Feb 13, 2026 |
| Austin Asset Management Co Inc | History | No change | 22,600 | 517 | 0.08% | 0.1% | 175 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Flagstone Financial Management | History | No change | 21,166 | 484 | 0.12% | 0.13% | 176 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Quantinno Capital Management LP | History | New | 19,908 | 455 | 0.0% | — | 177 | +19,908 | New | Q4 2025 | Feb 17, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 19,545 | 447 | 0.09% | 0.11% | 178 | -768 | -3.78% | Q4 2025 | Jan 23, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 19,451 | 445 | 0.2% | 0.21% | 179 | +612 | 3.25% | Q4 2025 | Jan 22, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 19,356 | 443 | 0.04% | 0.04% | 180 | -2,642 | -12.01% | Q4 2025 | Feb 17, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 18,617 | 430 | 0.05% | 0.06% | 181 | +299 | 1.63% | Q4 2025 | Jan 14, 2026 |
| Arnold Financial Planning LLC | History | New | 18,581 | 425 | 0.44% | — | 182 | +18,581 | New | Q4 2025 | Jan 27, 2026 |
| Global Trust Wealth Management LLC | History | New | 18,485 | 423 | 0.31% | — | 183 | +18,485 | New | Q4 2025 | Jan 28, 2026 |
| Five Oceans Advisors | History | Reduced | 18,239 | 417 | 0.15% | 0.21% | 184 | -6,083 | -25.01% | Q4 2025 | Jan 16, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 17,729 | 406 | 0.23% | 0.25% | 185 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 17,651 | 404 | 0.0% | 0.01% | 186 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SOL Capital Management CO | History | No change | 17,540 | 402 | 0.04% | 0.04% | 187 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CLG LLC | History | Reduced | 17,548 | 401 | 0.1% | 0.12% | 188 | -198 | -1.12% | Q4 2025 | Jan 15, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 17,499 | 400 | 0.27% | 0.31% | 189 | -414 | -2.31% | Q4 2025 | Jan 27, 2026 |
| Capstone Wealth Management, Inc. | History | New | 17,437 | 397 | 0.35% | — | 190 | +17,437 | New | Q4 2025 | Feb 20, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 16,659 | 381 | 0.02% | 0.02% | 191 | +627 | 3.91% | Q4 2025 | Feb 02, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 16,623 | 380 | 0.0% | — | 192 | +16,623 | New | Q4 2025 | Feb 17, 2026 |
| Wealth Management Nebraska | History | Added to | 16,615 | 380 | 0.04% | 0.04% | 193 | +1,197 | 7.76% | Q4 2025 | Jan 28, 2026 |
| CHOREO, LLC | History | Added to | 16,426 | 379 | 0.0% | 0.0% | 194 | +380 | 2.37% | Q4 2025 | Jan 23, 2026 |
| Greenspring Advisors, LLC | History | New | 16,406 | 375 | 0.02% | — | 195 | +16,406 | New | Q4 2025 | Feb 10, 2026 |
| WorthPointe, LLC | History | Reduced | 16,305 | 373 | 0.1% | 0.19% | 196 | -4,837 | -22.88% | Q4 2025 | Jan 26, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 16,102 | 368 | 0.06% | 0.06% | 197 | +295 | 1.87% | Q4 2025 | Jan 14, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 15,972 | 365 | 0.03% | 0.03% | 198 | +153 | 0.97% | Q4 2025 | Feb 03, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 15,789 | 361 | 0.0% | 0.0% | 199 | +343 | 2.22% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Reduced | 15,490 | 354 | 0.0% | 0.0% | 200 | -21,096 | -57.66% | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 15,443 | 353 | 0.01% | 0.01% | 201 | -670 | -4.16% | Q4 2025 | Feb 12, 2026 |
| CPA Asset Management Group, LLC | History | Added to | 14,454 | 331 | 0.12% | 0.13% | 202 | +438 | 3.13% | Q4 2025 | Jan 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 14,031 | 321 | 0.0% | — | 203 | +14,031 | New | Q4 2025 | Jan 30, 2026 |
| Dupree Financial Group, LLC | History | Reduced | 14,038 | 321 | 0.12% | 0.13% | 204 | -416 | -2.88% | Q4 2025 | Jan 29, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 13,971 | 319 | 0.13% | 0.14% | 206 | +215 | 1.56% | Q4 2025 | Jan 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 13,939 | 319 | 0.01% | 0.01% | 205 | -24 | -0.17% | Q4 2025 | Feb 06, 2026 |
| Nalls Sherbakoff Group, LLC | History | Added to | 13,188 | 302 | 0.22% | 0.21% | 207 | +59 | 0.45% | Q4 2025 | Mar 12, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 13,096 | 299 | 0.11% | 0.14% | 209 | -2,046 | -13.51% | Q4 2025 | Jan 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 13,063 | 299 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| EnRich Financial Partners LLC | History | Added to | 13,015 | 298 | 0.08% | 0.08% | 210 | +875 | 7.21% | Q4 2025 | Jan 28, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 12,341 | 282 | 0.04% | 0.04% | 211 | +389 | 3.25% | Q4 2025 | Jan 29, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 12,174 | 278 | 0.14% | 0.14% | 212 | +1,871 | 18.16% | Q4 2025 | Jan 14, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 12,022 | 275 | 0.02% | 0.03% | 213 | -405 | -3.26% | Q4 2025 | Feb 06, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 12,014 | 275 | 0.19% | 0.2% | 214 | -14 | -0.12% | Q4 2025 | Jan 05, 2026 |
| Wealth Advisors Northwest LLC | History | Reduced | 11,725 | 268 | 0.12% | 0.17% | 215 | -2,670 | -18.55% | Q4 2025 | Jan 16, 2026 |
| Brookstone Capital Management | History | Reduced | 11,392 | 260 | 0.0% | 0.0% | 216 | -3,419 | -23.08% | Q4 2025 | Jan 15, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 11,174 | 255 | 0.16% | — | 217 | +11,174 | New | Q4 2025 | Feb 04, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 10,214 | 245 | 0.03% | 0.03% | 218 | +1,447 | 16.51% | Q4 2025 | Feb 11, 2026 |
| International Private Wealth Advisors LLC | History | New | 10,595 | 242 | 0.15% | — | 219 | +10,595 | New | Q4 2025 | Jan 14, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 10,540 | 241 | 0.17% | 0.23% | 220 | -2,368 | -18.35% | Q4 2025 | Feb 06, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 10,439 | 239 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | New | 10,232 | 236 | 0.01% | — | 223 | +10,232 | New | Q4 2025 | Feb 13, 2026 |
| Dodds Wealth, LLC | History | No change | 10,315 | 236 | 0.06% | 0.06% | 222 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Reduced | 10,134 | 232 | 0.1% | 0.11% | 224 | -242 | -2.33% | Q4 2025 | Feb 09, 2026 |
| Arista Wealth Management, LLC | History | Added to | 10,117 | 231 | 0.03% | 0.03% | 225 | +127 | 1.27% | Q4 2025 | Feb 09, 2026 |
| Blue Trust, Inc. | History | Reduced | 9,968 | 228 | 0.0% | 0.0% | 227 | -121 | -1.2% | Q4 2025 | Jan 16, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 9,968 | 228 | 0.04% | 0.04% | 226 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Donalies Financial Planning, LLC | History | New | 9,920 | 227 | 0.19% | — | 229 | +9,920 | New | Q4 2025 | Feb 17, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 9,953 | 227 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | New | 9,807 | 224 | 0.0% | — | 230 | +9,807 | New | Q4 2025 | Jan 29, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 9,646 | 220 | 0.03% | 0.04% | 231 | -86 | -0.88% | Q4 2025 | Jan 21, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 9,505 | 217 | 0.0% | 0.0% | 232 | -5,604 | -37.09% | Q4 2025 | Jan 21, 2026 |
| McMill Wealth Management | History | Added to | 10,179 | 205 | 0.06% | 0.06% | 233 | +1,232 | 13.77% | Q4 2025 | Feb 23, 2026 |
| Verisail Partners, LLC | History | New | 8,948 | 204 | 0.08% | — | 234 | +8,948 | New | Q4 2025 | Jan 29, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 8,800 | 201 | 0.03% | 0.07% | 235 | -8,675 | -49.64% | Q4 2025 | Jan 21, 2026 |
| Foster Group, Inc. | History | No change | 8,806 | 201 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| UMB Bank, n.a. | History | No change | 7,154 | 163 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 5,914 | 135 | 0.08% | 0.09% | 238 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MASECO LLP | History | Added to | 5,366 | 122 | 0.01% | 0.01% | 239 | +755 | 16.37% | Q4 2025 | Jan 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5,130 | 117 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aspect Partners, LLC | History | No change | 4,925 | 112 | 0.05% | 0.05% | 241 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Blume Capital Management, Inc. | History | No change | 4,361 | 99 | 0.02% | 0.02% | 242 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| McIlrath & Eck, LLC | History | No change | 4,215 | 96 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| UBS Group AG | History | Reduced | 3,430 | 78 | 0.0% | 0.0% | 244 | -18,401 | -84.29% | Q4 2025 | Jan 29, 2026 |
| EQ WEALTH ADVISORS, LLC | History | New | 3,365 | 77 | 0.05% | — | 245 | +3,365 | New | Q4 2025 | Feb 02, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 3,231 | 73 | 0.02% | 0.02% | 246 | -1,321 | -29.02% | Q4 2025 | Feb 10, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 2,867 | 65 | 0.04% | 0.05% | 247 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,688 | 61 | 0.0% | 0.0% | 248 | +686 | 34.27% | Q4 2025 | Jan 20, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,281 | 53 | 0.0% | 0.0% | 249 | -4,920 | -68.32% | Q4 2025 | Feb 11, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 2,300 | 52 | 0.02% | 0.03% | 250 | -846 | -26.89% | Q4 2025 | Jan 20, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,916 | 43 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,663 | 38 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Bogart Wealth, LLC | History | No change | 1,697 | 38 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CNB Bank | History | No change | 1,370 | 31 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,157 | 26 | 0.0% | 0.0% | 256 | +3 | 0.26% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | No change | 1,178 | 26 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,081 | 24 | 0.01% | 0.01% | 257 | +17 | 1.6% | Q4 2025 | Jan 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,039 | 23 | 0.0% | 0.0% | 258 | +456 | 78.22% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | No change | 1,041 | 23 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1,000 | 22 | 0.0% | — | 261 | +1,000 | New | Q4 2025 | Feb 09, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 997 | 22 | 0.01% | 0.01% | 260 | -147 | -12.85% | Q4 2025 | Jan 21, 2026 |
| SITTNER & NELSON, LLC | History | No change | 877 | 21 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Orion Capital Management LLC | History | No change | 718 | 16 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Geneos Wealth Management Inc. | History | No change | 583 | 13 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Arax Advisory Partners | History | New | 525 | 12 | 0.0% | — | 265 | +525 | New | Q4 2025 | Feb 13, 2026 |
| Sunrise Financial Services, LLC | History | New | 521 | 11 | 0.01% | — | 267 | +521 | New | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Reduced | 503 | 11 | 0.0% | 0.0% | 266 | -324 | -39.18% | Q4 2025 | Jan 23, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 462 | 10 | 0.0% | 0.0% | 268 | -825 | -64.1% | Q4 2025 | Jan 13, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 451 | 10 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tradewinds Capital Management, LLC | History | New | 353 | 8 | 0.0% | — | 271 | +353 | New | Q4 2025 | Jan 14, 2026 |
| BESSEMER GROUP INC | History | No change | 356 | 8 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Anfield Capital Management, LLC | History | No change | 278 | 6 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| MORGAN STANLEY | History | Added to | 226 | 5 | 0.0% | 0.0% | 273 | +1 | 0.44% | Q4 2025 | Feb 13, 2026 |
| Asset Dedication, LLC | History | No change | 133 | 3 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Dunhill Financial, LLC | History | No change | 153 | 3 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 90 | 2 | 0.0% | — | 276 | +90 | New | Q4 2025 | Feb 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 90 | 2 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Integrity Financial Corp /WA | History | No change | 49 | 1 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PFG Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.86% | — | -174,724 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -73,741 | -100.0% | Q3 2025 | Nov 06, 2025 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,621 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Hutchens & Kramer Investment Management Group, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -10,055 | -100.0% | Q3 2025 | Nov 03, 2025 |
| XY Planning Network, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -9,073 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CLARIS ADVISORS, LLC / MO / | History | Closed out | 0 | 0 | — | 0.07% | — | -8,713 | -100.0% | Q3 2025 | Oct 06, 2025 |
| Global Retirement Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Triumph Capital Management | History | New | 24 | 0 | — | — | — | +24 | New | Q4 2025 | Feb 12, 2026 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q3 2025 | Oct 09, 2025 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Oct 21, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MAI Capital Management | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |