Dimensional ETF Trust - DFAU
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | History | Added to | 7,125,424 | 333,469 | 1.86% | 1.95% | 1 | +118,187 | 1.69% | Q4 2025 | Feb 03, 2026 |
| RVW Wealth, LLC | History | Added to | 4,512,375 | 211,179 | 16.13% | 16.07% | 2 | +13,137 | 0.29% | Q4 2025 | Jan 12, 2026 |
| Sageworth Trust Co | History | Added to | 4,504,629 | 210,816 | 9.03% | 0.2% | 3 | +4,412,669 | 4798.47% | Q4 2025 | Feb 03, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 4,339,915 | 203,108 | 1.99% | 1.88% | 4 | +345,458 | 8.65% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 3,849,400 | 180,151 | 0.74% | — | 5 | +3,849,400 | New | Q4 2025 | Feb 05, 2026 |
| Focus Partners Wealth | History | Added to | 3,382,769 | 158,313 | 0.18% | 0.17% | 6 | +1,054,560 | 45.29% | Q4 2025 | Feb 13, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 3,315,971 | 155,187 | 40.35% | 40.6% | 7 | -289,397 | -8.03% | Q4 2025 | Jan 07, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 3,302,400 | 154,552 | 1.79% | 1.81% | 8 | -115,862 | -3.39% | Q4 2025 | Jan 21, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | New | 3,098,598 | 148,701 | 44.26% | — | 9 | +3,098,598 | New | Q4 2025 | Feb 17, 2026 |
| Annex Advisory Services, LLC | History | New | 2,868,665 | 134,253 | 2.56% | — | 10 | +2,868,665 | New | Q4 2025 | Jan 26, 2026 |
| Kooman & Associates | History | Added to | 2,829,489 | 132,420 | 39.17% | 39.31% | 11 | +44,132 | 1.58% | Q4 2025 | Jan 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 2,668,454 | 124,883 | 0.88% | 0.2% | 12 | +2,154,091 | 418.79% | Q4 2025 | Feb 18, 2026 |
| Blankinship & Foster, LLC | History | Reduced | 2,654,562 | 124,233 | 26.85% | 27.27% | 13 | -70,838 | -2.6% | Q4 2025 | Jan 23, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 2,426,090 | 113,541 | 20.59% | 20.72% | 14 | +17,239 | 0.72% | Q4 2025 | Jan 12, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 2,402,762 | 112,449 | 2.1% | 1.89% | 15 | +359,768 | 17.61% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,257,178 | 105,635 | 0.61% | 0.7% | 16 | -129,560 | -5.43% | Q4 2025 | Jan 26, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,191,192 | 104,454 | 0.14% | 0.14% | 17 | +148,311 | 7.26% | Q4 2025 | Jan 08, 2026 |
| Arista Wealth Management, LLC | History | Added to | 2,144,139 | 100,345 | 12.34% | 11.92% | 18 | +50,748 | 2.42% | Q4 2025 | Feb 09, 2026 |
| Krilogy Financial LLC | History | Added to | 1,736,205 | 83,025 | 2.82% | 2.96% | 19 | +36,552 | 2.15% | Q4 2025 | Jan 27, 2026 |
| WPWealth LLP | History | Added to | 1,765,060 | 82,604 | 12.93% | 12.27% | 20 | +124,607 | 7.6% | Q4 2025 | Feb 13, 2026 |
| Austin Wealth Management, LLC | History | Added to | 1,618,977 | 76,933 | 11.37% | 11.13% | 21 | +68,416 | 4.41% | Q4 2025 | Jan 26, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 1,614,046 | 75,537 | 0.93% | 1.35% | 22 | -966,132 | -37.44% | Q4 2025 | Feb 11, 2026 |
| 55 North Private Wealth, LLC | History | New | 1,608,993 | 75,300 | 19.84% | — | 23 | +1,608,993 | New | Q4 2025 | Jan 27, 2026 |
| Pioneer Wealth Management Group | History | Added to | 1,479,327 | 69,232 | 21.02% | 20.83% | 24 | +69,240 | 4.91% | Q4 2025 | Jan 12, 2026 |
| MASECO LLP | History | Added to | 1,443,392 | 67,557 | 2.94% | 2.73% | 25 | +212,037 | 17.22% | Q4 2025 | Jan 22, 2026 |
| Savant Capital, LLC | History | Added to | 1,374,249 | 64,314 | 0.37% | 0.37% | 26 | +25,195 | 1.87% | Q4 2025 | Feb 10, 2026 |
| HB Wealth Management, LLC | History | Reduced | 1,343,300 | 62,866 | 0.41% | 0.43% | 27 | -29,449 | -2.15% | Q4 2025 | Jan 28, 2026 |
| BCM ADVISORS, LLC | History | Reduced | 1,266,599 | 60,302 | 11.55% | 12.1% | 28 | -12,440 | -0.97% | Q4 2025 | Jan 26, 2026 |
| Amicus Financial Advisors, LLC | History | New | 1,278,823 | 59,848 | 16.69% | — | 29 | +1,278,823 | New | Q4 2025 | Mar 02, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 1,238,373 | 57,955 | 13.87% | 13.8% | 30 | +30,714 | 2.54% | Q4 2025 | Jan 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,212,136 | 56,727 | 0.08% | 0.07% | 31 | +20,990 | 1.76% | Q4 2025 | Feb 12, 2026 |
| Cetera Investment Advisers | History | Added to | 1,187,031 | 55,553 | 0.06% | 0.05% | 32 | +272,400 | 29.78% | Q4 2025 | Feb 17, 2026 |
| Essential Planning, LLC. | History | Reduced | 1,166,386 | 54,586 | 17.41% | 19.27% | 33 | -56,890 | -4.65% | Q4 2025 | Jan 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 1,121,763 | 53,653 | 2.5% | 3.02% | 34 | +2,465 | 0.22% | Q4 2025 | Feb 03, 2026 |
| Mariner, LLC | History | Added to | 1,135,364 | 53,135 | 0.06% | 0.06% | 35 | +50,128 | 4.62% | Q4 2025 | Feb 13, 2026 |
| Stadion Money Management, LLC | History | Added to | 1,124,115 | 52,608 | 4.26% | 3.09% | 36 | +278,701 | 32.97% | Q4 2025 | Feb 17, 2026 |
| Sterling Wealth Advisors Inc | History | Added to | 1,101,841 | 51,566 | 31.12% | 30.59% | 37 | +48,516 | 4.61% | Q4 2025 | Jan 26, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 1,078,128 | 50,456 | 6.95% | 7.0% | 38 | -33,330 | -3.0% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 1,058,002 | 49,514 | 0.01% | 0.01% | 39 | +130,379 | 14.06% | Q4 2025 | Feb 11, 2026 |
| BRIGHTON JONES LLC | History | Added to | 995,153 | 46,573 | 1.72% | 1.07% | 40 | +17,725 | 1.81% | Q4 2025 | Jan 27, 2026 |
| CURIO WEALTH, LLC | History | Added to | 967,123 | 45,880 | 16.25% | 16.24% | 41 | +102,352 | 11.84% | Q4 2025 | Feb 11, 2026 |
| Financial Connections Group, Inc. | History | Added to | 965,963 | 45,207 | 15.54% | 13.36% | 42 | +217,782 | 29.11% | Q4 2025 | Jan 23, 2026 |
| TCP Asset Management, LLC | History | Added to | 943,287 | 44,145 | 7.44% | 7.5% | 43 | +24,729 | 2.69% | Q4 2025 | Jan 07, 2026 |
| EP Wealth Advisors, LLC | History | New | 934,455 | 43,732 | 0.23% | — | 44 | +934,455 | New | Q4 2025 | Feb 18, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 921,164 | 43,110 | 2.3% | 2.33% | 45 | +19,628 | 2.18% | Q4 2025 | Jan 20, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 909,360 | 42,558 | 0.32% | 0.33% | 46 | +10,105 | 1.12% | Q4 2025 | Feb 12, 2026 |
| Alpha Financial Advisors, LLC | History | Added to | 904,268 | 42,319 | 12.94% | 12.95% | 47 | +100,326 | 12.48% | Q4 2025 | Jan 20, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 902,085 | 42,217 | 18.57% | 18.88% | 48 | +12,653 | 1.42% | Q4 2025 | Jan 30, 2026 |
| Corient Private Wealth LLC | History | Reduced | 882,174 | 41,285 | 0.06% | 0.07% | 49 | -35,444 | -3.86% | Q4 2025 | Mar 09, 2026 |
| Advisory Alpha, LLC | History | Added to | 880,626 | 41,213 | 1.12% | 1.08% | 50 | +40,014 | 4.76% | Q4 2025 | Feb 06, 2026 |
| Note Advisors, LLC | History | Added to | 860,943 | 40,808 | 20.93% | 22.01% | 51 | +51,969 | 6.42% | Q4 2025 | Feb 18, 2026 |
| Fonville Wealth Management LLC | History | Added to | 853,282 | 39,933 | 8.16% | 8.62% | 52 | +15,640 | 1.87% | Q4 2025 | Jan 23, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 842,788 | 39,442 | 6.1% | 6.07% | 53 | +29,245 | 3.59% | Q4 2025 | Jan 21, 2026 |
| VeraBank, N.A. | History | Added to | 842,019 | 39,406 | 7.17% | 6.95% | 54 | +30,078 | 3.7% | Q4 2025 | Feb 11, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 825,028 | 38,611 | 0.31% | 0.2% | 55 | -4,919 | -0.59% | Q4 2025 | Feb 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 803,724 | 37,604 | 4.85% | 5.24% | 56 | -9,864 | -1.21% | Q4 2025 | Feb 04, 2026 |
| Plancorp, LLC | History | Reduced | 789,709 | 36,958 | 1.12% | 1.14% | 57 | -5,057 | -0.64% | Q4 2025 | Feb 05, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 787,466 | 36,853 | 21.42% | 22.24% | 58 | -5,648 | -0.71% | Q4 2025 | Jan 13, 2026 |
| Timonier Family Office, LTD. | History | Added to | 777,232 | 36,374 | 11.54% | 10.94% | 59 | +47,583 | 6.52% | Q4 2025 | Feb 04, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 776,175 | 36,324 | 2.67% | 1.81% | 60 | +317,633 | 69.27% | Q4 2025 | Feb 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 746,918 | 34,955 | 4.74% | — | 61 | +746,918 | New | Q4 2025 | Feb 09, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 744,328 | 34,834 | 9.66% | 9.55% | 62 | +16,349 | 2.25% | Q4 2025 | Jan 23, 2026 |
| Creative Planning | History | Added to | 696,055 | 32,575 | 0.02% | 0.02% | 63 | +4,009 | 0.58% | Q4 2025 | Feb 17, 2026 |
| Zhang Financial LLC | History | Added to | 673,569 | 31,523 | 1.18% | 1.22% | 64 | +17,657 | 2.69% | Q4 2025 | Feb 10, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 673,548 | 31,522 | 8.24% | 8.15% | 65 | +14,081 | 2.14% | Q4 2025 | Feb 02, 2026 |
| UBS Group AG | History | Reduced | 664,601 | 31,103 | 0.01% | 0.01% | 66 | -54,581 | -7.59% | Q4 2025 | Jan 29, 2026 |
| Pathstone Holdings, LLC | History | New | 664,396 | 31,093 | 0.12% | — | 67 | +664,396 | New | Q4 2025 | Feb 13, 2026 |
| Yardley Wealth Management LLC | History | Added to | 664,180 | 31,083 | 16.52% | 16.95% | 68 | +982 | 0.15% | Q4 2025 | Feb 05, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 656,918 | 30,743 | 13.04% | 12.95% | 69 | +8,698 | 1.34% | Q4 2025 | Jan 12, 2026 |
| ACT Advisors, LLC. | History | Added to | 656,210 | 30,710 | 12.1% | 11.44% | 70 | +36,723 | 5.93% | Q4 2025 | Jan 14, 2026 |
| CVA Family Office, LLC | History | Added to | 650,317 | 30,434 | 3.5% | 2.85% | 71 | +166,697 | 34.47% | Q4 2025 | Jan 12, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 634,346 | 29,687 | 15.55% | 16.08% | 72 | +10,812 | 1.73% | Q4 2025 | Jan 16, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 631,628 | 29,560 | 6.11% | 6.13% | 73 | -67 | -0.01% | Q4 2025 | Feb 09, 2026 |
| Spectrum Investment Advisors, Inc. | History | Reduced | 621,060 | 29,065 | 14.57% | 15.51% | 74 | -4,859 | -0.78% | Q4 2025 | Jan 28, 2026 |
| Betterment LLC | History | Reduced | 604,692 | 28,300 | 0.05% | 0.06% | 75 | -30,348 | -4.78% | Q4 2025 | Feb 12, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 590,327 | 27,627 | 2.51% | 2.59% | 76 | -31,288 | -5.03% | Q4 2025 | Feb 17, 2026 |
| M Wealth Management, LLC | History | Added to | 589,984 | 27,611 | 24.03% | 23.69% | 77 | +461 | 0.08% | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | Added to | 589,036 | 27,566 | 0.16% | 0.16% | 78 | +40,509 | 7.39% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 584,735 | 27,366 | 0.04% | 0.04% | 79 | +13,073 | 2.29% | Q4 2025 | Feb 17, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 579,924 | 27,140 | 5.7% | 5.68% | 80 | +40,625 | 7.53% | Q4 2025 | Feb 03, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 573,877 | 26,857 | 7.17% | 6.57% | 81 | +52,153 | 10.0% | Q4 2025 | Jan 23, 2026 |
| Kure Advisory, LLC | History | Added to | 565,975 | 26,487 | 14.81% | 15.79% | 82 | +7,014 | 1.25% | Q4 2025 | Jan 08, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 563,934 | 26,392 | 4.02% | 3.95% | 83 | +24,734 | 4.59% | Q4 2025 | Jan 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 556,890 | 26,062 | 0.0% | 0.0% | 84 | +46,425 | 9.09% | Q4 2025 | Feb 17, 2026 |
| Shira Ridge Wealth Management | History | Added to | 554,421 | 25,946 | 10.42% | 10.11% | 85 | +33,653 | 6.46% | Q4 2025 | Jan 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 546,671 | 25,584 | 0.02% | 0.02% | 86 | -35,281 | -6.06% | Q4 2025 | Feb 13, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 536,348 | 25,101 | 2.82% | 2.91% | 87 | +14,918 | 2.86% | Q4 2025 | Jan 12, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 530,647 | 24,834 | 7.8% | 7.89% | 88 | +9,440 | 1.81% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 504,456 | 23,608 | 0.01% | 0.01% | 89 | +41,447 | 8.95% | Q4 2025 | Feb 10, 2026 |
| Envision Financial Planning, LLC | History | Reduced | 500,004 | 23,400 | 8.85% | 9.91% | 90 | -10,889 | -2.13% | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 470,728 | 22,030 | 1.24% | 1.23% | 91 | +13,084 | 2.86% | Q4 2025 | Jan 14, 2026 |
| ENTREWEALTH, LLC | History | Added to | 456,622 | 21,881 | 9.86% | 9.7% | 92 | +44,548 | 10.81% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 456,826 | 21,379 | 0.03% | 0.03% | 93 | +69,318 | 17.89% | Q4 2025 | Feb 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 441,737 | 20,673 | 0.41% | 0.43% | 94 | -36,714 | -7.67% | Q4 2025 | Feb 05, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Reduced | 434,205 | 20,320 | 6.19% | 6.73% | 95 | -22,624 | -4.95% | Q4 2025 | Jan 16, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 421,672 | 19,734 | 0.93% | 1.08% | 96 | -17,218 | -3.92% | Q4 2025 | Jan 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 412,358 | 19,298 | 0.05% | 0.05% | 97 | +48,335 | 13.28% | Q4 2025 | Feb 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 410,021 | 19,188 | 0.34% | 0.37% | 98 | +10,522 | 2.63% | Q4 2025 | Jan 16, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 402,195 | 18,822 | 0.0% | 0.0% | 99 | +13,250 | 3.41% | Q4 2025 | Feb 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 380,050 | 17,786 | 2.47% | 2.5% | 100 | -3,273 | -0.85% | Q4 2025 | Jan 29, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Added to | 375,239 | 17,561 | 5.94% | 5.88% | 101 | +15,966 | 4.44% | Q4 2025 | Jan 20, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 375,251 | 17,561 | 10.63% | 10.62% | 102 | +12,566 | 3.46% | Q4 2025 | Feb 13, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 368,042 | 17,224 | 1.51% | 1.5% | 103 | +676 | 0.18% | Q4 2025 | Feb 06, 2026 |
| Prudent Man Investment Management, Inc. | History | Reduced | 365,373 | 17,099 | 5.75% | 8.46% | 104 | -10,969 | -2.91% | Q4 2025 | Feb 12, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 344,672 | 16,130 | 0.93% | 0.96% | 105 | -672 | -0.19% | Q4 2025 | Feb 13, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 333,003 | 15,584 | 7.79% | 7.86% | 106 | +17,710 | 5.62% | Q4 2025 | Feb 11, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 331,586 | 15,518 | 2.11% | 1.97% | 107 | +22,392 | 7.24% | Q4 2025 | Jan 23, 2026 |
| Security Financial Services, INC. | History | Added to | 331,585 | 15,518 | 2.44% | 2.43% | 108 | +3,378 | 1.03% | Q4 2025 | Jan 27, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 327,846 | 15,343 | 4.02% | 4.18% | 109 | -5,067 | -1.52% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 325,101 | 15,214 | 0.02% | 0.03% | 110 | -17,399 | -5.08% | Q4 2025 | Feb 18, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Reduced | 324,115 | 15,168 | 8.74% | 9.01% | 111 | -8,463 | -2.54% | Q4 2025 | Jan 16, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 323,632 | 15,145 | 2.6% | 2.05% | 112 | +65,157 | 25.21% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 311,454 | 14,576 | 0.0% | — | 113 | +311,454 | New | Q4 2025 | Feb 17, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 309,470 | 14,483 | 2.64% | 2.69% | 114 | -3,386 | -1.08% | Q4 2025 | Jan 26, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 301,588 | 14,376 | 1.36% | 1.43% | 115 | -4,359 | -1.42% | Q4 2025 | Jan 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 306,154 | 14,327 | 0.01% | 0.0% | 116 | +270,231 | 752.25% | Q4 2025 | Feb 10, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 302,277 | 14,146 | 0.27% | 0.3% | 117 | -26,963 | -8.19% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | New | 301,155 | 14,094 | 0.41% | — | 118 | +301,155 | New | Q4 2025 | Feb 13, 2026 |
| Sollinda Capital Management LLC | History | Added to | 295,859 | 13,846 | 3.54% | 3.47% | 119 | +18,799 | 6.79% | Q4 2025 | Jan 15, 2026 |
| North Capital, Inc. | History | Added to | 291,940 | 13,662 | 11.77% | 9.83% | 120 | +14,205 | 5.11% | Q4 2025 | Feb 18, 2026 |
| Navigoe, LLC | History | Added to | 289,913 | 13,567 | 8.37% | 8.24% | 121 | +7,760 | 2.75% | Q4 2025 | Feb 03, 2026 |
| ASSETMARK, INC | History | Reduced | 286,305 | 13,399 | 0.03% | 0.03% | 122 | -8,329 | -2.83% | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 263,490 | 12,331 | 0.13% | 0.15% | 123 | +40,977 | 18.42% | Q4 2025 | Jan 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 259,153 | 12,128 | 0.03% | 0.03% | 124 | -1,649 | -0.63% | Q4 2025 | Feb 13, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 259,126 | 12,127 | 4.37% | 3.88% | 125 | +25,187 | 10.77% | Q4 2025 | Feb 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 258,304 | 12,088 | 0.0% | 0.0% | 126 | +21,345 | 9.01% | Q4 2025 | Feb 18, 2026 |
| Johnson Wealth Management, LLC | History | New | 257,420 | 12,047 | 5.99% | — | 127 | +257,420 | New | Q4 2025 | Feb 11, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 250,239 | 11,711 | 3.55% | 3.6% | 128 | +170 | 0.07% | Q4 2025 | Jan 13, 2026 |
| Canopy Partners, LLC | History | Added to | 250,139 | 11,706 | 3.81% | 3.48% | 129 | +22,413 | 9.84% | Q4 2025 | Feb 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 249,891 | 11,695 | 0.1% | 0.07% | 130 | +56,754 | 29.39% | Q4 2025 | Jan 05, 2026 |
| First Financial Group Corp | History | Reduced | 247,544 | 11,585 | 9.86% | 10.12% | 131 | -7,645 | -3.0% | Q4 2025 | Jan 28, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 246,170 | 11,520 | 12.35% | 12.5% | 132 | -17,753 | -6.73% | Q4 2025 | Feb 09, 2026 |
| Centennial Bank/AR/ | History | Reduced | 245,768 | 11,501 | 4.57% | 4.86% | 133 | -24,656 | -9.12% | Q4 2025 | Feb 17, 2026 |
| Syverson Strege & Co | History | Reduced | 245,507 | 11,489 | 2.72% | 2.85% | 134 | -14,696 | -5.65% | Q4 2025 | Feb 09, 2026 |
| Lauer Wealth, LLC | History | Reduced | 235,210 | 11,177 | 8.3% | 8.02% | 135 | -10,466 | -4.26% | Q4 2025 | Jan 12, 2026 |
| Platform Wealth Management, LLC | History | New | 228,026 | 10,671 | 2.84% | — | 136 | +228,026 | New | Q4 2025 | Feb 11, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 222,413 | 10,408 | 3.89% | 4.34% | 137 | -18,605 | -7.72% | Q4 2025 | Jan 08, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 221,821 | 10,381 | 0.74% | 2.19% | 138 | -5,066 | -2.23% | Q4 2025 | Feb 11, 2026 |
| Oak Wealth Advisors LLC | History | Reduced | 221,356 | 10,359 | 5.95% | 6.03% | 139 | -5,259 | -2.32% | Q4 2025 | Feb 11, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 218,064 | 10,205 | 4.03% | 4.21% | 140 | +872 | 0.4% | Q4 2025 | Jan 22, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 214,547 | 10,028 | 3.01% | 3.01% | 141 | +2,775 | 1.31% | Q4 2025 | Feb 06, 2026 |
| Sowell Financial Services LLC | History | Added to | 213,065 | 9,971 | 0.37% | 0.32% | 142 | +29,410 | 16.01% | Q4 2025 | Jan 21, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 212,156 | 9,928 | 0.26% | 0.26% | 143 | -2,770 | -1.29% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Added to | 208,351 | 9,750 | 0.22% | 0.24% | 144 | +4,151 | 2.03% | Q4 2025 | Feb 06, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 202,300 | 9,631 | 0.24% | 0.25% | 145 | +545 | 0.27% | Q4 2025 | Jan 28, 2026 |
| Pacific Asset Management, LLC | History | Reduced | 203,514 | 9,524 | 5.72% | 6.41% | 146 | -2,686 | -1.3% | Q4 2025 | Jan 28, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 199,412 | 9,332 | 2.87% | 2.7% | 147 | +24,321 | 13.89% | Q4 2025 | Feb 02, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 193,922 | 9,075 | 3.26% | 2.77% | 148 | +26,606 | 15.9% | Q4 2025 | Jan 22, 2026 |
| American Capital Advisory, LLC | History | Reduced | 191,545 | 8,964 | 3.88% | 4.14% | 149 | -3,506 | -1.8% | Q4 2025 | Jan 30, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 188,225 | 8,808 | 1.51% | 1.28% | 150 | +14,696 | 8.47% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 181,755 | 8,506 | 0.06% | 0.06% | 151 | +2,991 | 1.67% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 181,075 | 8,474 | 0.04% | 0.04% | 152 | +4,787 | 2.72% | Q4 2025 | Feb 17, 2026 |
| Vigil Wealth Management, LLC | History | New | 180,816 | 8,462 | 7.04% | — | 154 | +180,816 | New | Q4 2025 | Feb 10, 2026 |
| Abel Hall, LLC | History | Reduced | 180,818 | 8,462 | 1.98% | 3.39% | 153 | -2,734 | -1.49% | Q4 2025 | Feb 17, 2026 |
| SEMITAM BONAM LLC | History | Added to | 177,295 | 8,297 | 6.91% | 6.12% | 155 | +27,712 | 18.53% | Q4 2025 | Jan 20, 2026 |
| Prodigy Asset Management LLC | History | Added to | 175,613 | 8,218 | 2.89% | 3.48% | 156 | +7,274 | 4.32% | Q4 2025 | Feb 10, 2026 |
| COWA, LLC | History | Added to | 173,952 | 8,140 | 2.48% | 1.37% | 157 | +84,059 | 93.51% | Q4 2025 | Feb 12, 2026 |
| Invst, LLC | History | Added to | 170,536 | 7,981 | 0.87% | 0.78% | 158 | +21,483 | 14.41% | Q4 2025 | Feb 11, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 169,897 | 7,951 | 1.05% | — | 159 | +169,897 | New | Q4 2025 | Feb 04, 2026 |
| AlTi Global, Inc. | History | Reduced | 166,854 | 7,808 | 0.17% | 0.24% | 160 | -52,798 | -24.04% | Q4 2025 | Feb 13, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 166,759 | 7,804 | 0.65% | 0.68% | 161 | -1,059 | -0.63% | Q4 2025 | Feb 09, 2026 |
| World Investment Advisors | History | Reduced | 165,919 | 7,764 | 0.13% | 0.16% | 162 | -4,775 | -2.8% | Q4 2025 | Mar 12, 2026 |
| My Personal CFO, LLC | History | New | 161,512 | 7,558 | 3.15% | — | 163 | +161,512 | New | Q4 2025 | Jan 15, 2026 |
| Wealth Advisors Northwest LLC | History | Reduced | 161,015 | 7,535 | 3.34% | 3.83% | 164 | -12,118 | -7.0% | Q4 2025 | Jan 16, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | New | 160,762 | 7,523 | 7.4% | — | 165 | +160,762 | New | Q4 2025 | Jan 26, 2026 |
| Cerity Partners LLC | History | Added to | 160,351 | 7,504 | 0.01% | 0.01% | 166 | +13,846 | 9.45% | Q4 2025 | Feb 11, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 159,956 | 7,485 | 2.06% | 2.37% | 167 | -3,548 | -2.17% | Q4 2025 | Feb 10, 2026 |
| KENNEDY INVESTMENT GROUP | History | Added to | 158,437 | 7,414 | 2.8% | 2.05% | 168 | +45,662 | 40.49% | Q4 2025 | Feb 06, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 156,841 | 7,340 | 1.54% | 1.48% | 169 | +33,003 | 26.65% | Q4 2025 | Feb 13, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 155,745 | 7,288 | 1.48% | 1.52% | 170 | +8,123 | 5.5% | Q4 2025 | Jan 09, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 155,684 | 7,286 | 0.52% | 0.59% | 171 | -7,830 | -4.79% | Q4 2025 | Jan 21, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 155,679 | 7,285 | 1.12% | 1.16% | 172 | +1,135 | 0.73% | Q4 2025 | Feb 03, 2026 |
| Root Financial Partners, LLC | History | Added to | 152,203 | 7,123 | 0.36% | 0.42% | 173 | +3,960 | 2.67% | Q4 2025 | Feb 10, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 151,332 | 7,082 | 4.46% | 3.34% | 174 | +35,220 | 30.33% | Q4 2025 | Jan 14, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 150,493 | 7,043 | 1.36% | 1.38% | 175 | -518 | -0.34% | Q4 2025 | Jan 16, 2026 |
| Chico Wealth RIA | History | No change | 149,602 | 7,001 | 4.56% | 4.65% | 176 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 149,401 | 6,991 | 1.47% | 1.53% | 177 | -889 | -0.59% | Q4 2025 | Jan 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 147,351 | 6,896 | 0.0% | 0.0% | 178 | +39,724 | 36.91% | Q4 2025 | Feb 17, 2026 |
| GEM Asset Management, LLC | History | Added to | 144,682 | 6,869 | 3.06% | 3.0% | 179 | +6,838 | 4.96% | Q4 2025 | Jan 09, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 143,799 | 6,729 | 4.61% | 4.68% | 180 | -259 | -0.18% | Q4 2025 | Jan 05, 2026 |
| Hardy Reed LLC | History | No change | 140,471 | 6,574 | 0.47% | 0.47% | 181 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 137,683 | 6,443 | 3.64% | 4.01% | 182 | -25,779 | -15.77% | Q4 2025 | Jan 14, 2026 |
| Vise Technologies, Inc. | History | Added to | 136,017 | 6,365 | 0.12% | 0.04% | 183 | +110,950 | 442.61% | Q4 2025 | Feb 11, 2026 |
| CROBAN | History | Reduced | 132,104 | 6,180 | 2.98% | 4.47% | 184 | -14,514 | -9.9% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 131,787 | 6,167 | 0.05% | 0.06% | 185 | +4,394 | 3.45% | Q4 2025 | Feb 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 131,395 | 6,149 | 0.04% | 0.04% | 186 | +3,500 | 2.74% | Q4 2025 | Jan 29, 2026 |
| RFG Advisory, LLC | History | Added to | 131,049 | 6,133 | 0.12% | 0.12% | 187 | +109 | 0.08% | Q4 2025 | Feb 03, 2026 |
| Level Wealth Management LLC | History | Reduced | 130,922 | 6,127 | 3.13% | 3.26% | 188 | -4,561 | -3.37% | Q4 2025 | Feb 02, 2026 |
| HFG Wealth Management, LLC | History | Added to | 129,988 | 6,083 | 3.35% | 3.1% | 189 | +5,420 | 4.35% | Q4 2025 | Jan 16, 2026 |
| Dodds Wealth, LLC | History | Added to | 129,872 | 6,078 | 1.49% | 1.47% | 190 | +230 | 0.18% | Q4 2025 | Feb 11, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 128,037 | 5,992 | 2.47% | 2.42% | 191 | +3,657 | 2.94% | Q4 2025 | Jan 14, 2026 |
| Aznar Financial Advisors, LLC | History | New | 125,999 | 5,896 | 5.66% | — | 192 | +125,999 | New | Q4 2025 | Feb 19, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 122,570 | 5,736 | 0.14% | 0.14% | 193 | +715 | 0.59% | Q4 2025 | Feb 13, 2026 |
| Cypress Point Wealth Management, LLC | History | Reduced | 122,462 | 5,731 | 1.25% | 1.14% | 194 | -310 | -0.25% | Q4 2025 | Feb 02, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 121,714 | 5,696 | 3.39% | 3.35% | 195 | +111 | 0.09% | Q4 2025 | Jan 26, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 120,100 | 5,620 | 0.9% | 0.95% | 196 | +1,604 | 1.35% | Q4 2025 | Jan 28, 2026 |
| APS Management Group, Inc. | History | Added to | 118,842 | 5,562 | 4.76% | 4.41% | 197 | +10,079 | 9.27% | Q4 2025 | Jan 28, 2026 |
| SYM FINANCIAL Corp | History | Added to | 118,369 | 5,539 | 0.57% | 0.55% | 198 | +5,386 | 4.77% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Added to | 116,744 | 5,463 | 0.11% | 0.1% | 199 | +12,434 | 11.92% | Q4 2025 | Feb 17, 2026 |
| Waterfront Wealth Inc. | History | Added to | 114,048 | 5,452 | 1.04% | 1.06% | 200 | +343 | 0.3% | Q4 2025 | Jan 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 115,676 | 5,413 | 0.01% | 0.01% | 201 | +7,842 | 7.27% | Q4 2025 | Feb 02, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 112,406 | 5,260 | 2.66% | 2.77% | 202 | +1,900 | 1.72% | Q4 2025 | Jan 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 110,397 | 5,166 | 0.01% | 0.01% | 203 | +1,569 | 1.44% | Q4 2025 | Mar 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 110,242 | 5,159 | 0.02% | 0.02% | 204 | +8,804 | 8.68% | Q4 2025 | Feb 13, 2026 |
| Apella Capital, LLC | History | Added to | 108,892 | 5,096 | 0.1% | 0.1% | 205 | +13,026 | 13.59% | Q4 2025 | Jan 21, 2026 |
| TABLEAUX LLC | History | Reduced | 104,929 | 4,910 | 3.48% | 3.83% | 206 | -104,249 | -49.84% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Added to | 101,715 | 4,760 | 0.01% | 0.0% | 207 | +33,793 | 49.75% | Q4 2025 | Feb 06, 2026 |
| Exeter Financial, LLC | History | Reduced | 101,276 | 4,739 | 2.02% | 2.01% | 208 | -570 | -0.56% | Q4 2025 | Jan 07, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 100,791 | 4,717 | 0.26% | 0.28% | 209 | -1,866 | -1.82% | Q4 2025 | Feb 02, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 100,356 | 4,696 | 0.66% | 0.72% | 210 | +1,125 | 1.13% | Q4 2025 | Jan 12, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 96,963 | 4,537 | 3.1% | 3.26% | 211 | -2,144 | -2.16% | Q4 2025 | Feb 09, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 96,842 | 4,532 | 0.65% | 0.64% | 212 | +1,451 | 1.52% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 94,826 | 4,437 | 0.05% | 0.05% | 213 | +4,307 | 4.76% | Q4 2025 | Jan 20, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 93,689 | 4,384 | 1.55% | 1.39% | 214 | +9,255 | 10.96% | Q4 2025 | Jan 09, 2026 |
| BluePrint Investing LLC | History | New | 93,476 | 4,374 | 3.48% | — | 215 | +93,476 | New | Q4 2025 | Feb 05, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 93,288 | 4,365 | 3.85% | — | 216 | +93,288 | New | Q4 2025 | Mar 11, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 89,330 | 4,180 | 0.48% | 0.48% | 217 | +2,472 | 2.85% | Q4 2025 | Jan 09, 2026 |
| Retirement Solution LLC | History | Added to | 87,761 | 4,107 | 0.91% | 0.93% | 218 | +2,770 | 3.26% | Q4 2025 | Jan 29, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 86,831 | 4,063 | 0.98% | 1.33% | 219 | -23,360 | -21.2% | Q4 2025 | Feb 27, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 86,022 | 4,025 | 0.07% | 0.07% | 220 | -823 | -0.95% | Q4 2025 | Jan 22, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 85,659 | 4,008 | 0.07% | 0.09% | 221 | -4,850 | -5.36% | Q4 2025 | Feb 19, 2026 |
| Burton Enright Welch | History | Added to | 85,007 | 3,978 | 0.56% | 0.57% | 222 | +2,342 | 2.83% | Q4 2025 | Feb 13, 2026 |
| Twin Cities Retirement Group LLC | History | New | 83,396 | 3,902 | 3.77% | — | 223 | +83,396 | New | Q4 2025 | Feb 09, 2026 |
| Vantage Point Financial LLC | History | Reduced | 83,079 | 3,888 | 1.39% | 1.51% | 224 | -2,363 | -2.77% | Q4 2025 | Feb 02, 2026 |
| Strategic Wealth Advisors LLC | History | New | 82,320 | 3,852 | 3.29% | — | 225 | +82,320 | New | Q4 2025 | Feb 03, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Reduced | 82,188 | 3,846 | 1.79% | 1.94% | 226 | -296 | -0.36% | Q4 2025 | Jan 26, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 81,813 | 3,828 | 1.74% | 1.73% | 227 | +1,520 | 1.89% | Q4 2025 | Jan 26, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 81,422 | 3,810 | 0.59% | 0.6% | 228 | -569 | -0.69% | Q4 2025 | Jan 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 79,560 | 3,723 | 0.04% | 0.04% | 229 | +31,821 | 66.66% | Q4 2025 | Jan 29, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 79,196 | 3,706 | 1.09% | 0.79% | 230 | +28,767 | 57.04% | Q4 2025 | Jan 15, 2026 |
| Sageworth Trust Co of South Dakota | History | New | 78,146 | 3,657 | 2.99% | — | 231 | +78,146 | New | Q4 2025 | Jan 30, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 78,084 | 3,654 | 1.31% | 1.25% | 232 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HMV Wealth Advisors, LLC | History | Reduced | 75,692 | 3,542 | 1.77% | 1.91% | 233 | -345 | -0.45% | Q4 2025 | Jan 20, 2026 |
| Stratos Investment Management, LLC | History | Added to | 72,961 | 3,414 | 0.14% | 0.14% | 234 | +452 | 0.62% | Q4 2025 | Jan 20, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 72,101 | 3,374 | 2.36% | 2.39% | 235 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| J HAGAN CAPITAL, INC. | History | New | 72,027 | 3,370 | 1.86% | — | 236 | +72,027 | New | Q4 2025 | Feb 17, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Reduced | 71,531 | 3,347 | 1.46% | 1.51% | 237 | -3,759 | -4.99% | Q4 2025 | Jan 14, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 71,118 | 3,328 | 1.92% | 1.91% | 238 | +6 | 0.01% | Q4 2025 | Jan 16, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 70,574 | 3,302 | 1.41% | 1.4% | 239 | -143 | -0.2% | Q4 2025 | Jan 28, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 70,211 | 3,285 | 2.29% | 2.36% | 240 | -58 | -0.08% | Q4 2025 | Jan 23, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 70,146 | 3,282 | 0.71% | 0.7% | 241 | +8,630 | 14.03% | Q4 2025 | Feb 09, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 69,992 | 3,275 | 0.7% | 0.73% | 242 | -3,241 | -4.43% | Q4 2025 | Jan 16, 2026 |
| Donalies Financial Planning, LLC | History | New | 69,934 | 3,272 | 2.79% | — | 243 | +69,934 | New | Q4 2025 | Feb 17, 2026 |
| Financial Alternatives, Inc | History | Reduced | 68,785 | 3,219 | 1.87% | 1.96% | 244 | -1,902 | -2.69% | Q4 2025 | Feb 04, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 68,376 | 3,199 | 0.48% | 0.66% | 245 | +3,421 | 5.27% | Q4 2025 | Feb 03, 2026 |
| Savvy Advisors, Inc. | History | Added to | 67,261 | 3,147 | 0.1% | 0.14% | 246 | +1,189 | 1.8% | Q4 2025 | Jan 20, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 66,310 | 3,103 | 1.75% | 1.51% | 247 | +13,767 | 26.2% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Added to | 65,363 | 3,058 | 0.01% | 0.01% | 248 | +1,682 | 2.64% | Q4 2025 | Feb 18, 2026 |
| Versant Capital Management, Inc | History | Added to | 65,312 | 3,056 | 0.38% | 0.4% | 249 | +835 | 1.3% | Q4 2025 | Jan 08, 2026 |
| Concord Wealth Partners | History | Added to | 65,005 | 3,042 | 0.4% | 0.36% | 250 | +7,586 | 13.21% | Q4 2025 | Jan 29, 2026 |
| BCR Wealth Strategies, LLC | History | New | 64,950 | 3,039 | 1.01% | — | 251 | +64,950 | New | Q4 2025 | Jan 23, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 64,334 | 3,010 | 2.65% | — | 252 | +64,334 | New | Q4 2025 | Feb 05, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 63,294 | 2,962 | 1.85% | — | 253 | +63,294 | New | Q4 2025 | Feb 04, 2026 |
| Altiora Financial Group, LLC | History | Added to | 62,372 | 2,919 | 0.5% | 0.49% | 254 | +4,337 | 7.47% | Q4 2025 | Feb 12, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 62,224 | 2,912 | 0.22% | 0.21% | 255 | +2,269 | 3.78% | Q4 2025 | Feb 03, 2026 |
| Meritas Wealth Management, LLC | History | No change | 62,102 | 2,906 | 1.4% | 1.41% | 256 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ERn Financial, LLC | History | Reduced | 62,074 | 2,905 | 0.55% | 0.57% | 257 | -919 | -1.46% | Q4 2025 | Jan 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 59,115 | 2,787 | 0.11% | 0.02% | 258 | +52,237 | 759.48% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 59,296 | 2,775 | 0.0% | 0.0% | 259 | +14,543 | 32.5% | Q4 2025 | Feb 13, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 58,935 | 2,758 | 0.15% | 0.15% | 260 | +3 | 0.01% | Q4 2025 | Feb 17, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 58,864 | 2,754 | 0.06% | 0.06% | 261 | +2,532 | 4.49% | Q4 2025 | Feb 18, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 57,656 | 2,698 | 1.14% | 1.19% | 262 | -1,111 | -1.89% | Q4 2025 | Jan 23, 2026 |
| CGN Advisors LLC | History | Reduced | 56,550 | 2,646 | 0.21% | 0.22% | 263 | -701 | -1.22% | Q4 2025 | Jan 05, 2026 |
| CHOREO, LLC | History | Added to | 56,095 | 2,645 | 0.03% | 0.03% | 264 | +164 | 0.29% | Q4 2025 | Jan 23, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 55,338 | 2,589 | 0.01% | 0.01% | 265 | +87 | 0.16% | Q4 2025 | Feb 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 55,106 | 2,578 | 0.13% | 0.14% | 266 | -2,527 | -4.38% | Q4 2025 | Mar 04, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 53,678 | 2,512 | 0.61% | 0.6% | 267 | +1,514 | 2.9% | Q4 2025 | Jan 23, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 52,499 | 2,456 | 1.06% | 1.15% | 268 | -4,347 | -7.65% | Q4 2025 | Jan 15, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 52,346 | 2,449 | 0.79% | 0.4% | 269 | -952 | -1.79% | Q4 2025 | Jan 27, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 52,223 | 2,444 | 1.67% | 1.92% | 270 | -5,644 | -9.75% | Q4 2025 | Jan 27, 2026 |
| Herold Advisors, Inc. | History | Added to | 52,175 | 2,441 | 0.55% | 0.49% | 271 | +6,175 | 13.42% | Q4 2025 | Feb 17, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 51,870 | 2,427 | 0.7% | 0.71% | 272 | +242 | 0.47% | Q4 2025 | Feb 05, 2026 |
| LRI Investments, LLC | History | Reduced | 51,728 | 2,420 | 0.2% | 0.2% | 273 | -870 | -1.65% | Q4 2025 | Feb 04, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 51,072 | 2,390 | 0.26% | 0.27% | 274 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | New | 47,934 | 2,282 | 2.49% | — | 275 | +47,934 | New | Q4 2025 | Mar 02, 2026 |
| Verisail Partners, LLC | History | No change | 48,538 | 2,271 | 0.93% | 0.94% | 276 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GWN SECURITIES INC. | History | Added to | 47,473 | 2,221 | 0.45% | 0.12% | 277 | +36,445 | 330.48% | Q4 2025 | Feb 11, 2026 |
| Greenspring Advisors, LLC | History | Added to | 45,115 | 2,111 | 0.13% | 0.12% | 278 | +30,089 | 200.25% | Q4 2025 | Feb 10, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 44,859 | 2,099 | 0.57% | 0.28% | 279 | +7,222 | 19.19% | Q4 2025 | Jan 27, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 44,731 | 2,093 | 0.79% | 0.85% | 280 | -730 | -1.61% | Q4 2025 | Feb 09, 2026 |
| DAVENPORT & Co LLC | History | New | 44,328 | 2,074 | 0.01% | — | 281 | +44,328 | New | Q4 2025 | Jan 12, 2026 |
| Berger Financial Group, Inc | History | Added to | 44,264 | 2,071 | 0.12% | 0.1% | 282 | +7,039 | 18.91% | Q4 2025 | Jan 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 43,809 | 2,050 | 0.0% | 0.0% | 283 | -566 | -1.28% | Q4 2025 | Feb 17, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 42,517 | 1,989 | 0.75% | 0.75% | 284 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Woodside Wealth Management LLC | History | Added to | 42,351 | 1,982 | 1.48% | 1.41% | 285 | +3,327 | 8.53% | Q4 2025 | Jan 30, 2026 |
| Forum Financial Management, LP | History | Added to | 41,380 | 1,936 | 0.03% | 0.02% | 286 | +4,953 | 13.6% | Q4 2025 | Jan 27, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 41,213 | 1,928 | 0.04% | 0.04% | 287 | +634 | 1.56% | Q4 2025 | Feb 03, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 40,518 | 1,920 | 0.98% | 1.06% | 288 | +352 | 0.88% | Q4 2025 | Jan 27, 2026 |
| MB Generational Wealth, LLC | History | Added to | 40,236 | 1,883 | 1.0% | 0.36% | 289 | +27,829 | 224.3% | Q4 2025 | Feb 10, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 40,132 | 1,878 | 0.02% | 0.03% | 290 | +1,358 | 3.5% | Q4 2025 | Feb 10, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 39,507 | 1,848 | 0.83% | 0.8% | 291 | +2,392 | 6.44% | Q4 2025 | Jan 06, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 39,255 | 1,837 | 0.17% | 0.18% | 292 | -195 | -0.49% | Q4 2025 | Feb 04, 2026 |
| Capstone Wealth Management, LLC | History | No change | 39,123 | 1,830 | 1.34% | 1.38% | 293 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| American Investment Services, Inc. | History | Added to | 38,809 | 1,816 | 0.42% | 0.37% | 294 | +5,322 | 15.89% | Q4 2025 | Feb 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 37,802 | 1,769 | 0.15% | 0.13% | 295 | +37 | 0.1% | Q4 2025 | Feb 17, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 37,645 | 1,761 | 0.8% | 0.64% | 297 | -1,992 | -5.03% | Q4 2025 | Jan 23, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 37,639 | 1,761 | 0.34% | 0.34% | 296 | -585 | -1.53% | Q4 2025 | Jan 09, 2026 |
| Keel Point, LLC | History | Added to | 37,212 | 1,741 | 0.1% | 0.1% | 298 | +2,811 | 8.17% | Q4 2025 | Feb 12, 2026 |
| Westwood Wealth Management | History | New | 37,070 | 1,734 | 1.3% | — | 299 | +37,070 | New | Q4 2025 | Jan 20, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 37,070 | 1,734 | 1.3% | 1.29% | 300 | +1,641 | 4.63% | Q4 2025 | Jan 13, 2026 |
| Balance Wealth, LLC | History | Reduced | 36,118 | 1,690 | 0.54% | 0.45% | 301 | -3,611 | -9.09% | Q4 2025 | Jan 21, 2026 |
| SB Capital Management Inc | History | New | 35,993 | 1,684 | 0.62% | — | 302 | +35,993 | New | Q4 2025 | Feb 20, 2026 |
| Olistico Wealth, LLC | History | Added to | 34,764 | 1,626 | 0.79% | 0.84% | 303 | +68 | 0.2% | Q4 2025 | Jan 13, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 34,725 | 1,625 | 1.02% | 0.96% | 304 | +446 | 1.3% | Q4 2025 | Feb 23, 2026 |
| Financial Symmetry Inc | History | Added to | 34,630 | 1,620 | 0.66% | 0.65% | 305 | +3,062 | 9.7% | Q4 2025 | Jan 28, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 34,339 | 1,607 | 0.09% | — | 306 | +34,339 | New | Q4 2025 | Feb 09, 2026 |
| Sincerus Advisory, LLC | History | Added to | 34,233 | 1,602 | 1.29% | 1.34% | 307 | +53 | 0.16% | Q4 2025 | Jan 08, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 33,574 | 1,571 | 0.88% | 0.91% | 308 | -249 | -0.74% | Q4 2025 | Feb 10, 2026 |
| Kaufman Rossin Wealth, LLC | History | Reduced | 32,810 | 1,535 | 0.8% | 0.84% | 309 | -649 | -1.94% | Q4 2025 | Jan 14, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 32,745 | 1,532 | 0.75% | 0.81% | 310 | -2,400 | -6.83% | Q4 2025 | Feb 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 32,609 | 1,526 | 0.13% | 0.13% | 311 | +47 | 0.14% | Q4 2025 | Feb 12, 2026 |
| Financial Plan, Inc. | History | New | 32,023 | 1,498 | 0.17% | — | 312 | +32,023 | New | Q4 2025 | Jan 28, 2026 |
| Forum Private Client Group LLC | History | Added to | 31,667 | 1,482 | 0.51% | 0.5% | 313 | +693 | 2.24% | Q4 2025 | Feb 06, 2026 |
| SLT Holdings LLC | History | Added to | 31,260 | 1,462 | 0.94% | 0.9% | 314 | +932 | 3.07% | Q4 2025 | Feb 09, 2026 |
| Ares Financial Consulting, LLC | History | New | 29,963 | 1,402 | 1.34% | — | 315 | +29,963 | New | Q4 2025 | Jan 30, 2026 |
| Seneschal Advisors, LLC | History | Added to | 29,299 | 1,371 | 1.01% | 0.6% | 316 | +11,124 | 61.2% | Q4 2025 | Feb 13, 2026 |
| Lexington Hill Partners, LLC | History | New | 29,074 | 1,360 | 1.02% | — | 317 | +29,074 | New | Q4 2025 | Feb 19, 2026 |
| Prospera Financial Services Inc | History | Added to | 29,035 | 1,359 | 0.02% | 0.02% | 318 | +2,622 | 9.93% | Q4 2025 | Feb 09, 2026 |
| Auxano Advisors, LLC | History | Reduced | 28,924 | 1,353 | 0.27% | 0.29% | 319 | -1,219 | -4.04% | Q4 2025 | Feb 06, 2026 |
| XY Planning Network, Inc. | History | Added to | 28,701 | 1,343 | 0.23% | 0.16% | 320 | +17,761 | 162.35% | Q4 2025 | Jan 26, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 27,760 | 1,299 | 0.24% | 0.02% | 321 | +39 | 0.14% | Q4 2025 | Mar 04, 2026 |
| Evanson Asset Management, LLC | History | Added to | 27,361 | 1,280 | 0.07% | 0.07% | 322 | +764 | 2.87% | Q4 2025 | Jan 12, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 26,951 | 1,261 | 0.44% | 0.44% | 323 | +156 | 0.58% | Q4 2025 | Feb 09, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 26,783 | 1,253 | 0.0% | 0.0% | 324 | +1,982 | 7.99% | Q4 2025 | Feb 12, 2026 |
| Oceanside Advisors LLC | History | Reduced | 26,738 | 1,251 | 0.76% | 0.92% | 325 | -5,291 | -16.52% | Q4 2025 | Jan 26, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 26,423 | 1,236 | 0.09% | 0.09% | 326 | -427 | -1.59% | Q4 2025 | Feb 10, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 26,260 | 1,229 | 0.4% | 0.43% | 327 | -992 | -3.64% | Q4 2025 | Feb 05, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 26,281 | 1,229 | 0.37% | 0.39% | 328 | +121 | 0.46% | Q4 2025 | Jan 22, 2026 |
| Peirce Capital Management, LLC | History | No change | 26,054 | 1,219 | 0.49% | 0.5% | 329 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 25,633 | 1,199 | 0.46% | 0.45% | 330 | -105 | -0.41% | Q4 2025 | Feb 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 24,350 | 1,139 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 23,944 | 1,120 | 0.0% | 0.0% | 332 | +3,315 | 16.07% | Q4 2025 | Feb 17, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 23,914 | 1,119 | 0.18% | 0.19% | 333 | -843 | -3.41% | Q4 2025 | Jan 14, 2026 |
| Powerhouse Assets LLC | History | New | 23,550 | 1,102 | 0.97% | — | 334 | +23,550 | New | Q4 2025 | Jan 15, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 23,459 | 1,097 | 0.19% | 0.18% | 335 | +13 | 0.06% | Q4 2025 | Jan 29, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 23,172 | 1,084 | 0.01% | 0.11% | 336 | -248,583 | -91.47% | Q4 2025 | Feb 13, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 23,091 | 1,080 | 0.32% | 0.53% | 337 | -13,998 | -37.74% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Added to | 23,002 | 1,076 | 0.0% | 0.0% | 338 | +6,113 | 36.2% | Q4 2025 | Jan 26, 2026 |
| Csenge Advisory Group | History | Added to | 22,776 | 1,065 | 0.05% | 0.05% | 339 | +99 | 0.44% | Q4 2025 | Feb 06, 2026 |
| Trailhead Planners LLC | History | New | 22,689 | 1,061 | 1.04% | — | 340 | +22,689 | New | Q4 2025 | Feb 12, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 22,211 | 1,039 | 0.27% | 0.28% | 341 | -210 | -0.94% | Q4 2025 | Jan 23, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 21,895 | 1,024 | 0.47% | 0.56% | 342 | -4,189 | -16.06% | Q4 2025 | Jan 22, 2026 |
| Apollon Financial, LLC | History | No change | 21,724 | 1,016 | 0.15% | 0.17% | 343 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 21,565 | 1,009 | 0.03% | 0.03% | 344 | -93 | -0.43% | Q4 2025 | Jan 30, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 21,531 | 1,007 | 0.12% | 0.13% | 345 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Kovack Advisors, Inc. | History | New | 21,495 | 1,005 | 0.05% | — | 346 | +21,495 | New | Q4 2025 | Feb 17, 2026 |
| Solutions 4 Wealth, Ltd | History | No change | 21,378 | 1,000 | 1.51% | 1.52% | 347 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 21,190 | 991 | 0.18% | 0.17% | 348 | +855 | 4.2% | Q4 2025 | Feb 17, 2026 |
| SOL Capital Management CO | History | Added to | 20,973 | 982 | 0.09% | 0.08% | 349 | +900 | 4.48% | Q4 2025 | Jan 30, 2026 |
| Wealthfront Advisers LLC | History | Added to | 20,865 | 976 | 0.0% | 0.0% | 350 | +632 | 3.12% | Q4 2025 | Jan 30, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 20,601 | 964 | 0.61% | 0.22% | 351 | +13,017 | 171.64% | Q4 2025 | Feb 06, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 20,542 | 961 | 0.22% | 0.14% | 352 | +4,274 | 26.27% | Q4 2025 | Feb 17, 2026 |
| Cascade Wealth Advisors, Inc | History | Reduced | 19,942 | 957 | 0.44% | 0.46% | 353 | -1 | -0.01% | Q4 2025 | Feb 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 20,020 | 936 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 19,461 | 910 | 0.27% | 0.28% | 355 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SageOak Financial, LLC | History | Reduced | 19,077 | 892 | 0.65% | 0.64% | 356 | -2 | -0.01% | Q4 2025 | Feb 13, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 19,016 | 889 | 0.45% | 0.49% | 357 | -33 | -0.17% | Q4 2025 | Jan 14, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 18,625 | 871 | 0.2% | 0.21% | 358 | -443 | -2.32% | Q4 2025 | Jan 15, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 18,576 | 869 | 0.48% | 0.49% | 359 | -63 | -0.34% | Q4 2025 | Jan 14, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 17,909 | 838 | 0.09% | 0.1% | 360 | -243 | -1.34% | Q4 2025 | Feb 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 17,827 | 834 | 0.39% | 0.39% | 361 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 17,710 | 828 | 0.08% | 0.07% | 362 | +5,729 | 47.82% | Q4 2025 | Jan 22, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 17,359 | 812 | 0.06% | 0.06% | 363 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 17,054 | 798 | 0.35% | 0.38% | 364 | +19 | 0.11% | Q4 2025 | Jan 23, 2026 |
| ELCO Management Co., LLC | History | Reduced | 17,045 | 797 | 0.5% | 0.41% | 365 | -50 | -0.29% | Q4 2025 | Feb 04, 2026 |
| Colony Family Offices, LLC | History | No change | 16,930 | 792 | 0.2% | 0.2% | 366 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 16,748 | 783 | 0.26% | 0.27% | 367 | -798 | -4.55% | Q4 2025 | Jan 28, 2026 |
| Approach Retirement Advisors, LLC | History | New | 16,701 | 781 | 0.67% | — | 368 | +16,701 | New | Q4 2025 | Jan 29, 2026 |
| Merit Financial Group, LLC | History | Reduced | 16,496 | 772 | 0.01% | 0.01% | 369 | -12,730 | -43.56% | Q4 2025 | Jan 26, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 16,400 | 767 | 0.0% | 0.0% | 370 | -8,500 | -34.14% | Q4 2025 | Feb 12, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 16,037 | 750 | 0.34% | 0.33% | 371 | -423 | -2.57% | Q4 2025 | Jan 07, 2026 |
| Wheels Up Wealth, Inc. | History | New | 15,766 | 737 | 0.69% | — | 372 | +15,766 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 15,198 | 711 | 0.0% | 0.0% | 373 | +2,729 | 21.89% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 15,190 | 710 | 0.01% | 0.01% | 374 | +5,885 | 63.25% | Q4 2025 | Feb 17, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 14,854 | 695 | 0.42% | 0.44% | 375 | +5 | 0.03% | Q4 2025 | Jan 16, 2026 |
| Lynch Investment Planning, LLC | History | New | 14,135 | 661 | 0.63% | — | 376 | +14,135 | New | Q4 2025 | Feb 24, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 14,058 | 657 | 0.16% | 0.25% | 377 | -10,363 | -42.43% | Q4 2025 | Jan 08, 2026 |
| Rialto Wealth Management, LLC | History | No change | 14,014 | 655 | 0.16% | 0.17% | 378 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 15,405 | 654 | 0.07% | 0.08% | 379 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Added to | 13,770 | 644 | 0.0% | 0.0% | 380 | +9,555 | 226.69% | Q4 2025 | Jan 30, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 13,454 | 629 | 0.04% | 0.04% | 381 | +35 | 0.26% | Q4 2025 | Feb 05, 2026 |
| VanderPol Investments L.L.C. | History | Added to | 13,237 | 619 | 1.08% | 1.05% | 382 | +177 | 1.36% | Q4 2025 | Feb 04, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 13,188 | 617 | 0.34% | 0.35% | 383 | -45 | -0.34% | Q4 2025 | Jan 30, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 13,131 | 614 | 0.05% | 0.05% | 384 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 13,055 | 610 | 0.0% | 0.0% | 385 | -624 | -4.56% | Q4 2025 | Feb 06, 2026 |
| Financial Harvest, LLC | History | No change | 12,573 | 588 | 0.36% | 0.39% | 386 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 12,516 | 585 | 0.19% | 0.2% | 387 | +1,902 | 17.92% | Q4 2025 | Feb 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 12,435 | 581 | 0.01% | 0.01% | 388 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 12,317 | 576 | 0.08% | 0.09% | 389 | +43 | 0.35% | Q4 2025 | Jan 14, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 12,322 | 576 | 0.13% | 0.13% | 390 | -22 | -0.18% | Q4 2025 | Jan 29, 2026 |
| Aspect Partners, LLC | History | Reduced | 12,122 | 567 | 0.25% | 0.27% | 391 | -752 | -5.84% | Q4 2025 | Jan 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 12,073 | 565 | 0.01% | 0.01% | 392 | +11 | 0.09% | Q4 2025 | Jan 29, 2026 |
| Annandale Capital, LLC | History | No change | 11,932 | 558 | 0.07% | 0.09% | 393 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Triune Financial Partners, LLC | History | No change | 11,616 | 553 | 0.13% | 0.13% | 394 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 11,552 | 540 | 0.01% | — | 395 | +11,552 | New | Q4 2025 | Jan 23, 2026 |
| Warburton Capital Management, LLC | History | Added to | 11,523 | 539 | 0.3% | 0.31% | 396 | +306 | 2.73% | Q4 2025 | Jan 23, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 11,444 | 535 | 0.12% | 0.13% | 397 | -664 | -5.48% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 11,382 | 532 | 0.05% | 0.04% | 398 | +500 | 4.59% | Q4 2025 | Jan 26, 2026 |
| Aerodigm Wealth, LLC | History | No change | 11,209 | 524 | 0.18% | 0.22% | 399 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ATLas Financial Planning LLC | History | New | 11,189 | 523 | 0.51% | — | 400 | +11,189 | New | Q4 2025 | Feb 17, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 11,068 | 517 | 0.03% | 0.03% | 401 | -650 | -5.55% | Q4 2025 | Feb 03, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Reduced | 10,769 | 503 | 0.21% | 0.21% | 402 | -48 | -0.44% | Q4 2025 | Jan 08, 2026 |
| Freedom Financial Partners LLC | History | Reduced | 10,659 | 498 | 0.18% | 0.21% | 403 | -1,289 | -10.79% | Q4 2025 | Jan 06, 2026 |
| Compass Advisory Group LLC | History | Added to | 10,632 | 497 | 0.13% | 0.14% | 404 | +27 | 0.25% | Q4 2025 | Jan 21, 2026 |
| NORTHERN TRUST CORP | History | Added to | 10,613 | 496 | 0.0% | 0.0% | 405 | +1,420 | 15.45% | Q4 2025 | Feb 17, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 10,587 | 495 | 0.2% | 0.17% | 406 | -500 | -4.51% | Q4 2025 | Jan 28, 2026 |
| Sigma Planning Corp | History | Added to | 10,548 | 493 | 0.01% | 0.01% | 407 | +6 | 0.06% | Q4 2025 | Jan 30, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 10,524 | 492 | 0.2% | 0.21% | 408 | +10 | 0.1% | Q4 2025 | Jan 29, 2026 |
| Kilner Capital Advisors, LLC | History | New | 10,502 | 491 | 0.47% | — | 409 | +10,502 | New | Q4 2025 | Feb 11, 2026 |
| HBE Wealth Management, LLC | History | New | 10,434 | 488 | 0.46% | — | 411 | +10,434 | New | Q4 2025 | Jan 20, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Added to | 10,436 | 488 | 0.11% | 0.11% | 410 | +33 | 0.32% | Q4 2025 | Jan 28, 2026 |
| Foundry Financial LLC | History | New | 10,419 | 487 | 0.26% | — | 412 | +10,419 | New | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | New | 10,363 | 485 | 0.0% | — | 413 | +10,363 | New | Q4 2025 | Feb 17, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | Added to | 10,379 | 485 | 0.22% | 0.21% | 414 | +383 | 3.83% | Q4 2025 | Jan 15, 2026 |
| Vistica Wealth Advisors, LLC | History | New | 10,038 | 469 | 0.47% | — | 415 | +10,038 | New | Q4 2025 | Feb 13, 2026 |
| tru Independence LLC | History | Added to | 10,004 | 468 | 0.12% | 0.12% | 416 | +26 | 0.26% | Q4 2025 | Jan 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 9,968 | 466 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Tranquility Partners, LLC | History | Reduced | 9,893 | 463 | 0.17% | 0.18% | 418 | -1,625 | -14.11% | Q4 2025 | Feb 03, 2026 |
| Glassman Wealth Services | History | No change | 9,860 | 461 | 0.06% | 0.06% | 419 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 9,790 | 458 | 0.1% | 0.1% | 420 | -88 | -0.89% | Q4 2025 | Feb 11, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 9,762 | 455 | 0.05% | 0.05% | 421 | -86 | -0.87% | Q4 2025 | Feb 12, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | New | 9,496 | 444 | 0.33% | — | 422 | +9,496 | New | Q4 2025 | Mar 12, 2026 |
| Gordian Advisors LLC | History | Added to | 9,503 | 444 | 0.29% | 0.29% | 423 | +4 | 0.04% | Q4 2025 | Feb 09, 2026 |
| Montis Financial, LLC | History | Added to | 9,057 | 423 | 0.08% | 0.08% | 424 | +1,861 | 25.86% | Q4 2025 | Feb 11, 2026 |
| Golden State Equity Partners | History | Added to | 9,057 | 423 | 0.07% | 0.07% | 425 | +329 | 3.77% | Q4 2025 | Jan 29, 2026 |
| City State Bank | History | Reduced | 8,897 | 416 | 0.11% | 0.12% | 426 | -101 | -1.12% | Q4 2025 | Jan 28, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 8,848 | 414 | 0.1% | 0.09% | 427 | +1,655 | 23.01% | Q4 2025 | Feb 02, 2026 |
| Oath Planning, LLC | History | New | 8,760 | 409 | 0.4% | — | 428 | +8,760 | New | Q4 2025 | Feb 12, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 8,739 | 408 | 0.06% | 0.07% | 429 | +8 | 0.09% | Q4 2025 | Feb 03, 2026 |
| AlphaCore Capital LLC | History | Reduced | 8,673 | 405 | 0.01% | 0.01% | 430 | -245 | -2.75% | Q4 2025 | Feb 05, 2026 |
| Ruedi Wealth Management, Inc. | History | Reduced | 8,650 | 404 | 0.11% | 0.12% | 431 | -558 | -6.06% | Q4 2025 | Feb 06, 2026 |
| Facet Wealth, Inc. | History | Added to | 8,254 | 396 | 0.01% | 0.01% | 432 | +1,596 | 23.97% | Q4 2025 | Jan 29, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 8,394 | 395 | 0.04% | 0.04% | 433 | -432 | -4.89% | Q4 2025 | Feb 17, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 8,390 | 392 | 0.2% | 0.21% | 434 | +21 | 0.25% | Q4 2025 | Jan 08, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Reduced | 8,329 | 389 | 0.17% | 0.19% | 435 | -1,342 | -13.88% | Q4 2025 | Feb 09, 2026 |
| Planning Project LLC | History | New | 8,277 | 387 | 0.1% | — | 436 | +8,277 | New | Q4 2025 | Feb 12, 2026 |
| Claris Financial LLC | History | New | 8,248 | 386 | 0.21% | — | 438 | +8,248 | New | Q4 2025 | Feb 19, 2026 |
| FOSTER & MOTLEY INC | History | No change | 8,239 | 386 | 0.02% | 0.02% | 437 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 8,226 | 384 | 0.0% | 0.0% | 439 | -9,535 | -53.69% | Q4 2025 | Feb 17, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 8,058 | 381 | 0.02% | 0.03% | 440 | -344 | -4.09% | Q4 2025 | Jan 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 8,025 | 375 | 0.01% | 0.01% | 441 | +5 | 0.06% | Q4 2025 | Feb 09, 2026 |
| Asset Dedication, LLC | History | Reduced | 8,025 | 375 | 0.02% | 0.02% | 442 | -1 | -0.01% | Q4 2025 | Jan 26, 2026 |
| New Dimensions Wealth Management, LLC | History | No change | 8,009 | 374 | 0.32% | 0.32% | 443 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 7,973 | 373 | 0.2% | 0.21% | 444 | +28 | 0.35% | Q4 2025 | Feb 02, 2026 |
| Signal Advisors Wealth, LLC | History | New | 7,964 | 372 | 0.03% | — | 445 | +7,964 | New | Q4 2025 | Jan 13, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 7,931 | 371 | 0.1% | 0.15% | 446 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sepio Capital, LP | History | Reduced | 7,828 | 366 | 0.02% | 0.03% | 447 | -1,938 | -19.84% | Q4 2025 | Feb 12, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 7,803 | 365 | 0.3% | — | 448 | +7,803 | New | Q4 2025 | Mar 03, 2026 |
| Midwest Trust Co | History | Reduced | 7,770 | 363 | 0.0% | 0.0% | 449 | -209 | -2.62% | Q4 2025 | Feb 04, 2026 |
| Blue Trust, Inc. | History | No change | 7,711 | 360 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| LAM GROUP, INC. | History | Reduced | 7,555 | 353 | 0.2% | 0.36% | 451 | -5,250 | -41.0% | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 7,414 | 346 | 0.01% | 0.01% | 452 | -38 | -0.51% | Q4 2025 | Jan 20, 2026 |
| BAKER BOYER NATIONAL BANK | History | New | 7,339 | 343 | 0.1% | — | 453 | +7,339 | New | Q4 2025 | Feb 03, 2026 |
| OneAscent Financial Services LLC | History | New | 7,183 | 336 | 0.03% | — | 454 | +7,183 | New | Q4 2025 | Feb 11, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 7,050 | 329 | 0.03% | 0.03% | 455 | -1,411 | -16.68% | Q4 2025 | Feb 12, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 7,000 | 327 | 0.05% | 0.05% | 456 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 6,979 | 326 | 0.16% | 0.17% | 457 | -19 | -0.27% | Q4 2025 | Feb 06, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 6,909 | 323 | 0.02% | 0.02% | 458 | -248 | -3.47% | Q4 2025 | Jan 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 6,787 | 317 | 0.01% | — | 459 | +6,787 | New | Q4 2025 | Feb 12, 2026 |
| IHT Wealth Management, LLC | History | New | 6,772 | 316 | 0.01% | — | 460 | +6,772 | New | Q4 2025 | Feb 17, 2026 |
| Wedmont Private Capital | History | No change | 6,659 | 316 | 0.01% | 0.01% | 461 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Liberty Capital Management, Inc. | History | No change | 6,744 | 315 | 0.06% | 0.06% | 462 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| 1ST SOURCE BANK | History | New | 6,720 | 314 | 0.02% | — | 463 | +6,720 | New | Q4 2025 | Feb 05, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | New | 6,711 | 314 | 0.21% | — | 464 | +6,711 | New | Q4 2025 | Jan 29, 2026 |
| Cooper Financial Group | History | Reduced | 6,709 | 313 | 0.03% | 0.06% | 465 | -4,974 | -42.57% | Q4 2025 | Jan 08, 2026 |
| RHS Financial, LLC | History | Reduced | 6,650 | 311 | 0.15% | 0.17% | 466 | -700 | -9.52% | Q4 2025 | Jan 16, 2026 |
| Vawter Financial, Ltd. | History | No change | 6,644 | 310 | 0.13% | 0.14% | 467 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Essex Financial Services, Inc. | History | Added to | 6,614 | 309 | 0.02% | 0.01% | 468 | +1,391 | 26.63% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 6,621 | 309 | 0.02% | 0.01% | 469 | +899 | 15.71% | Q4 2025 | Feb 05, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 6,545 | 306 | 0.09% | 0.1% | 470 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Brookstone Capital Management | History | Reduced | 6,516 | 304 | 0.0% | 0.01% | 471 | -5,030 | -43.56% | Q4 2025 | Jan 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 6,352 | 297 | 0.0% | 0.0% | 472 | +712 | 12.62% | Q4 2025 | Feb 11, 2026 |
| Shearwater Capital LLC | History | No change | 6,225 | 291 | 0.17% | 0.17% | 473 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| CPA Asset Management Group, LLC | History | No change | 6,206 | 290 | 0.1% | 0.11% | 474 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | New | 6,094 | 285 | 0.27% | — | 475 | +6,094 | New | Q4 2025 | Feb 19, 2026 |
| Core Wealth Management, Inc. | History | No change | 6,048 | 283 | 0.09% | 0.09% | 476 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Talisman Wealth Advisors LLC | History | New | 8,549 | 281 | 0.22% | — | 478 | +8,549 | New | Q4 2025 | Feb 20, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 6,007 | 281 | 0.11% | 0.12% | 477 | -211 | -3.39% | Q4 2025 | Jan 09, 2026 |
| Friday Financial | History | New | 5,994 | 280 | 0.1% | — | 479 | +5,994 | New | Q4 2025 | Jan 09, 2026 |
| Oakworth Capital, Inc. | History | No change | 5,954 | 278 | 0.02% | 0.02% | 480 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 5,960 | 278 | 0.03% | 0.03% | 481 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 5,935 | 277 | 0.03% | 0.03% | 482 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Ascent Group, LLC | History | No change | 5,873 | 274 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 8,398 | 273 | 0.15% | — | 485 | +8,398 | New | Q4 2025 | Mar 16, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 5,842 | 273 | 0.03% | — | 484 | +5,842 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 5,706 | 267 | 0.0% | 0.0% | 486 | +4,077 | 250.28% | Q4 2025 | Feb 06, 2026 |
| Rossby Financial, LCC | History | No change | 5,716 | 267 | 0.08% | 0.09% | 487 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 5,575 | 260 | 0.01% | — | 488 | +5,575 | New | Q4 2025 | Feb 13, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | No change | 5,554 | 259 | 0.16% | 0.17% | 489 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Emprise Bank | History | No change | 5,553 | 259 | 0.11% | 0.11% | 490 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Family Office Research LLC | History | Reduced | 5,382 | 254 | 0.1% | 0.11% | 491 | -33 | -0.61% | Q4 2025 | Feb 09, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Added to | 5,333 | 249 | 0.08% | 0.05% | 492 | +765 | 16.75% | Q4 2025 | Feb 02, 2026 |
| &PARTNERS | History | Added to | 5,205 | 243 | 0.0% | 0.0% | 493 | +755 | 16.97% | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | No change | 5,180 | 242 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 5,158 | 241 | 0.19% | — | 497 | +5,158 | New | Q4 2025 | Mar 05, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 5,170 | 241 | 0.1% | 0.11% | 495 | -37 | -0.71% | Q4 2025 | Jan 15, 2026 |
| BOS Asset Management, LLC | History | No change | 5,168 | 241 | 0.06% | 0.07% | 496 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Equitable Holdings, Inc. | History | Added to | 5,075 | 237 | 0.0% | 0.0% | 498 | +165 | 3.36% | Q4 2025 | Feb 17, 2026 |
| Simplicity Wealth,LLC | History | New | 5,029 | 235 | 0.01% | — | 499 | +5,029 | New | Q4 2025 | Jan 30, 2026 |
| CITADEL ADVISORS LLC | History | New | 5,000 | 234 | 0.0% | — | 500 | +5,000 | New | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 4,956 | 231 | 0.0% | 0.0% | 501 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LongView Asset Management LLC | History | Reduced | 4,837 | 226 | 0.16% | 0.16% | 502 | -307 | -5.97% | Q4 2025 | Feb 09, 2026 |
| Opus Financial Solutions LLC | History | New | 4,787 | 224 | 0.21% | — | 503 | +4,787 | New | Q4 2025 | Feb 17, 2026 |
| AMARILLO NATIONAL BANK | History | New | 4,765 | 223 | 0.04% | — | 504 | +4,765 | New | Q4 2025 | Jan 28, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 4,746 | 222 | 0.02% | 0.02% | 506 | -66 | -1.37% | Q4 2025 | Jan 20, 2026 |
| Nalls Sherbakoff Group, LLC | History | Added to | 4,764 | 222 | 0.16% | 0.15% | 505 | +12 | 0.25% | Q4 2025 | Mar 12, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 4,745 | 222 | 0.02% | 0.02% | 507 | +2 | 0.04% | Q4 2025 | Feb 06, 2026 |
| Momentous Wealth Management, Inc. | History | Reduced | 4,698 | 219 | 0.12% | 0.15% | 508 | -426 | -8.31% | Q4 2025 | Feb 17, 2026 |
| Gradient Capital Advisors, LLC | History | New | 4,621 | 216 | 0.06% | — | 509 | +4,621 | New | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | No change | 4,600 | 215 | 0.06% | 0.06% | 510 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 4,610 | 215 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 4,567 | 213 | 0.11% | 0.12% | 512 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 4,427 | 207 | 0.06% | 0.08% | 513 | -1,654 | -27.2% | Q4 2025 | Feb 06, 2026 |
| HEFFERNAN ADVISORY, INC | History | New | 4,354 | 203 | 0.19% | — | 514 | +4,354 | New | Q4 2025 | Feb 03, 2026 |
| Ballast Financial Advisors LLC | History | New | 4,336 | 202 | 0.21% | — | 515 | +4,336 | New | Q4 2025 | Feb 17, 2026 |
| Golden Reserve Retirement LLC | History | New | 4,287 | 200 | 0.04% | — | 516 | +4,287 | New | Q4 2025 | Jan 29, 2026 |
| Parallel Advisors, LLC | History | No change | 4,219 | 197 | 0.0% | 0.0% | 517 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 4,145 | 193 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Beacon Financial Strategies CORP | History | New | 3,890 | 182 | 0.1% | — | 519 | +3,890 | New | Q4 2025 | Jan 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 3,351 | 156 | 0.0% | 0.0% | 520 | -41 | -1.21% | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | No change | 3,015 | 142 | 0.01% | 0.01% | 521 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Nemes Rush Group LLC | History | Reduced | 2,890 | 135 | 0.01% | 0.01% | 522 | -186 | -6.05% | Q4 2025 | Feb 11, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 2,865 | 134 | 0.08% | 0.1% | 523 | -731 | -20.33% | Q4 2025 | Feb 02, 2026 |
| BlackRock, Inc. | History | New | 2,208 | 103 | 0.0% | — | 524 | +2,208 | New | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,874 | 87 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Fort Vancouver Investment Management, LLC | History | Reduced | 1,824 | 85 | 0.05% | 0.06% | 526 | -587 | -24.35% | Q4 2025 | Feb 06, 2026 |
| Evolution Advisers, Inc. | History | No change | 1,699 | 79 | 0.03% | 0.03% | 527 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 1,661 | 77 | 0.0% | 0.0% | 528 | +1 | 0.06% | Q4 2025 | Jan 26, 2026 |
| Benson Wealth Management INC | History | New | 1,593 | 74 | 0.08% | — | 529 | +1,593 | New | Q4 2025 | Feb 12, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1,500 | 70 | 0.06% | — | 530 | +1,500 | New | Q4 2025 | Feb 10, 2026 |
| Arlington Trust Co LLC | History | No change | 1,376 | 64 | 0.01% | 0.01% | 531 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,222 | 57 | 0.01% | 0.01% | 532 | +25 | 2.09% | Q4 2025 | Jan 21, 2026 |
| Orion Capital Management LLC | History | Reduced | 1,181 | 55 | 0.02% | 0.02% | 533 | -18 | -1.5% | Q4 2025 | Feb 03, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 1,069 | 50 | 0.01% | 0.01% | 534 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 1,050 | 49 | 0.02% | 0.02% | 535 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| UMB Bank, n.a. | History | New | 920 | 43 | 0.0% | — | 536 | +920 | New | Q4 2025 | Feb 13, 2026 |
| CENTRAL TRUST Co | History | Reduced | 900 | 42 | 0.0% | 0.0% | 537 | -501 | -35.76% | Q4 2025 | Feb 02, 2026 |
| Tradewinds Capital Management, LLC | History | New | 801 | 37 | 0.01% | — | 538 | +801 | New | Q4 2025 | Jan 14, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 770 | 36 | 0.02% | 0.02% | 539 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 431 | 20 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 415 | 19 | 0.01% | 0.01% | 541 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 389 | 18 | 0.01% | 0.01% | 542 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kilter Group LLC | History | Reduced | 363 | 16 | 0.01% | 0.01% | 543 | -2 | -0.55% | Q4 2025 | Feb 13, 2026 |
| Operose Advisors LLC | History | New | 308 | 14 | 0.0% | — | 544 | +308 | New | Q4 2025 | Feb 10, 2026 |
| CITIGROUP INC | History | Reduced | 242 | 11 | 0.0% | 0.0% | 545 | -2,179 | -90.0% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 230 | 10 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Fortitude Family Office, LLC | History | No change | 220 | 10 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Quent Capital, LLC | History | Added to | 161 | 7 | 0.0% | 0.0% | 548 | +24 | 17.52% | Q4 2025 | Jan 29, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 162 | 7 | 0.11% | 0.1% | 549 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 114 | 5 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 99 | 4 | 0.0% | — | 551 | +99 | New | Q4 2025 | Feb 09, 2026 |
| Hurley Capital, LLC | History | No change | 106 | 4 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | No change | 101 | 4 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 92 | 4 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| West Financial Advisors, LLC | History | No change | 67 | 3 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 60 | 2 | 0.0% | 0.0% | 556 | -39 | -39.39% | Q4 2025 | Jan 14, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -1,011,270 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Tandem Financial, LLC | History | Closed out | 0 | 0 | — | 1.37% | — | -80,439 | -100.0% | Q3 2025 | Oct 31, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,508 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -21,748 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -19,126 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.02% | — | -17,741 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,448 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Total Wealth Planning, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,004 | -100.0% | Q3 2025 | Oct 17, 2025 |
| NATURAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,569 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Heirloom Wealth Management | History | Closed out | 0 | 0 | — | 0.07% | — | -6,771 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Joel Isaacson & Co., LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,762 | -100.0% | Q3 2025 | Oct 30, 2025 |
| Hill Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,119 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Closed out | 0 | 0 | — | 0.01% | — | -4,747 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Leading Edge Financial Planning LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,592 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -684 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Creative Capital Management Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -509 | -100.0% | Q3 2025 | Oct 23, 2025 |
| COMERICA BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -370 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Vermillion Wealth Management, Inc. | History | Reduced | 1 | 0 | — | 0.0% | — | -149 | -99.33% | Q4 2025 | Feb 11, 2026 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2025 | Nov 03, 2025 |