Dimensional ETF Trust - DFAX
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 7 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 | Reduced | 10,675,346 | 349,404 | 0.4% | 0.56% | 1 | -299,983 | -2.73% | Q4 2025 | Feb 13, 2026 |
| ALERUS FINANCIAL NA | History | Added to | 8,432,666 | 276,001 | 13.5% | 13.38% | 2 | +52,029 | 0.62% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 8,067,009 | 264,033 | 0.07% | 0.07% | 3 | -20,202 | -0.25% | Q4 2025 | Feb 11, 2026 |
| Geometric Wealth Advisors | History | Added to | 7,348,368 | 240,512 | 30.94% | 30.48% | 4 | +57,353 | 0.79% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 6,610,841 | 216,372 | 0.89% | — | 5 | +6,610,841 | New | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 6,559,941 | 214,706 | 0.06% | 0.06% | 6 | -106,490 | -1.6% | Q4 2025 | Feb 10, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 6,060,776 | 198,369 | 19.48% | 18.95% | 7 | +91,583 | 1.53% | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 5,142,715 | 168,321 | 0.8% | — | 8 | +5,142,715 | New | Q4 2025 | Feb 17, 2026 |
| Great Waters Wealth Management | History | Added to | 4,847,406 | 158,655 | 17.45% | 16.82% | 9 | +310,432 | 6.84% | Q4 2025 | Jan 15, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 4,806,630 | 157,321 | 1.59% | 1.47% | 10 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,080,963 | 133,569 | 0.18% | 0.2% | 11 | -736,476 | -15.29% | Q4 2025 | Feb 12, 2026 |
| Plancorp, LLC | History | Reduced | 3,996,011 | 130,789 | 3.95% | 3.99% | 12 | -56,039 | -1.38% | Q4 2025 | Feb 05, 2026 |
| Triune Financial Partners, LLC | History | Reduced | 3,620,714 | 125,638 | 29.37% | 29.1% | 13 | -60,112 | -1.63% | Q4 2025 | Feb 02, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 3,789,938 | 124,044 | 6.99% | 6.92% | 14 | +19,522 | 0.52% | Q4 2025 | Jan 14, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,707,781 | 121,355 | 0.02% | — | 15 | +3,707,781 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 3,442,846 | 112,684 | 1.38% | 1.09% | 16 | +396,594 | 13.02% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Reduced | 3,368,439 | 110,249 | 0.44% | 0.4% | 17 | -53,004 | -1.55% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,898,200 | 94,858 | 0.18% | 0.02% | 18 | +2,627,345 | 970.02% | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | Reduced | 2,891,445 | 94,636 | 0.19% | 0.2% | 19 | -13,869 | -0.48% | Q4 2025 | Jan 23, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 2,814,774 | 92,127 | 0.56% | 0.56% | 20 | +17,017 | 0.61% | Q4 2025 | Jan 29, 2026 |
| Pathstone Holdings, LLC | History | New | 2,653,016 | 86,833 | 0.33% | — | 21 | +2,653,016 | New | Q4 2025 | Feb 13, 2026 |
| Planning Center, Inc. | History | Reduced | 2,608,713 | 85,383 | 8.72% | 9.24% | 22 | -197,376 | -7.03% | Q4 2025 | Feb 02, 2026 |
| GeoWealth Management, LLC | History | Added to | 2,427,980 | 79,467 | 2.93% | 2.74% | 23 | +38,049 | 1.59% | Q4 2025 | Feb 17, 2026 |
| Core Wealth Management, Inc. | History | Reduced | 2,398,910 | 78,516 | 24.46% | 24.44% | 24 | -20,039 | -0.83% | Q4 2025 | Jan 28, 2026 |
| New Capital Management LP | History | Added to | 2,352,036 | 76,982 | 19.34% | 19.21% | 25 | +15,241 | 0.65% | Q4 2025 | Jan 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,331,276 | 76,302 | 0.02% | 0.02% | 26 | +729,814 | 45.57% | Q4 2025 | Feb 18, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 2,303,524 | 75,394 | 4.07% | 4.16% | 27 | -46,546 | -1.98% | Q4 2025 | Jan 12, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 2,284,140 | 74,759 | 11.48% | 11.38% | 28 | +73,536 | 3.33% | Q4 2025 | Feb 03, 2026 |
| Tumwater Wealth Management, LLC | History | Added to | 2,229,430 | 72,969 | 29.74% | 30.27% | 29 | +58,034 | 2.67% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Added to | 2,185,347 | 71,526 | 0.01% | 0.01% | 30 | +24,495 | 1.13% | Q4 2025 | Jan 29, 2026 |
| Greenspring Advisors, LLC | History | Added to | 2,162,647 | 70,783 | 4.34% | 11.19% | 31 | +146,033 | 7.24% | Q4 2025 | Feb 10, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 2,139,482 | 70,025 | 21.13% | 21.12% | 32 | +34,080 | 1.62% | Q4 2025 | Jan 23, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 2,090,889 | 68,434 | 3.64% | 3.56% | 33 | -1,736 | -0.08% | Q4 2025 | Feb 17, 2026 |
| Align Financial, LLC | History | New | 67,980 | 67,980 | 0.04% | — | 34 | +67,980 | New | Q4 2025 | Feb 17, 2026 |
| Glassman Wealth Services | History | Added to | 1,962,925 | 64,246 | 8.67% | 8.4% | 35 | +57,600 | 3.02% | Q4 2025 | Jan 28, 2026 |
| Asset Dedication, LLC | History | Reduced | 1,955,734 | 64,011 | 4.2% | 4.3% | 36 | -83,927 | -4.11% | Q4 2025 | Jan 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,952,469 | 63,904 | 0.0% | 0.0% | 37 | +227,174 | 13.17% | Q4 2025 | Feb 17, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 1,842,315 | 60,298 | 3.94% | 3.91% | 38 | +52,223 | 2.92% | Q4 2025 | Feb 05, 2026 |
| BetterWealth, LLC | History | Added to | 1,820,653 | 59,589 | 13.59% | 13.46% | 39 | +19,464 | 1.08% | Q4 2025 | Jan 15, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | New | 1,606,224 | 58,562 | 17.43% | — | 40 | +1,606,224 | New | Q4 2025 | Feb 17, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 1,775,826 | 58,122 | 2.41% | 2.62% | 41 | +80,015 | 4.72% | Q4 2025 | Jan 28, 2026 |
| BAKER BOYER NATIONAL BANK | History | Added to | 1,719,710 | 56,286 | 16.99% | 17.6% | 42 | +31,693 | 1.88% | Q4 2025 | Feb 03, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 1,591,987 | 52,105 | 20.37% | 20.03% | 43 | +18,583 | 1.18% | Q4 2025 | Feb 05, 2026 |
| Trellis Wealth Advisors LLC | History | Reduced | 1,589,713 | 52,031 | 20.35% | 20.98% | 44 | -53,090 | -3.23% | Q4 2025 | Jan 26, 2026 |
| Financial Symmetry Inc | History | Added to | 1,557,453 | 50,975 | 20.79% | 21.45% | 45 | +32,786 | 2.15% | Q4 2025 | Jan 28, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 1,536,741 | 50,297 | 3.01% | 3.35% | 46 | -302,712 | -16.46% | Q4 2025 | Jan 20, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 1,436,826 | 48,248 | 4.56% | 4.72% | 47 | -31,083 | -2.12% | Q4 2025 | Jan 22, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 1,434,864 | 46,963 | 8.09% | 8.3% | 48 | -10,407 | -0.72% | Q4 2025 | Feb 12, 2026 |
| LRI Investments, LLC | History | Added to | 1,428,375 | 46,750 | 3.78% | 3.54% | 49 | +49,293 | 3.57% | Q4 2025 | Feb 04, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Added to | 1,387,352 | 45,408 | 16.33% | 18.04% | 50 | +62,814 | 4.74% | Q4 2025 | Jan 21, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 1,367,141 | 44,746 | 14.67% | 15.99% | 51 | +124,079 | 9.98% | Q4 2025 | Feb 13, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,326,814 | 43,426 | 3.21% | 3.62% | 52 | +34,271 | 2.65% | Q4 2025 | Jan 28, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 1,317,406 | 43,118 | 5.69% | 5.54% | 53 | +7,608 | 0.58% | Q4 2025 | Jan 26, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Reduced | 1,317,141 | 43,110 | 11.68% | 10.68% | 54 | -9,381 | -0.71% | Q4 2025 | Jan 06, 2026 |
| Johnson Wealth Management, LLC | History | New | 1,317,050 | 43,107 | 21.45% | — | 55 | +1,317,050 | New | Q4 2025 | Feb 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 1,292,077 | 42,289 | 0.08% | 0.08% | 56 | -84,830 | -6.16% | Q4 2025 | Feb 12, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | New | 1,265,222 | 41,410 | 31.13% | — | 57 | +1,265,222 | New | Q4 2025 | Mar 12, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 1,241,726 | 40,641 | 0.61% | 0.64% | 58 | -41,809 | -3.26% | Q4 2025 | Jan 22, 2026 |
| Babb Wealth Advisors LLC | History | Added to | 1,208,183 | 39,543 | 22.32% | 23.2% | 59 | +71,303 | 6.27% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,177,609 | 38,543 | 0.04% | 0.04% | 60 | +176,342 | 17.61% | Q4 2025 | Feb 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,172,518 | 38,376 | 0.18% | 0.18% | 61 | +13,204 | 1.14% | Q4 2025 | Feb 17, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 1,167,549 | 38,213 | 3.14% | 2.95% | 62 | -57,863 | -4.72% | Q4 2025 | Feb 17, 2026 |
| Onyx Financial Advisors, LLC | History | Added to | 1,164,343 | 38,108 | 16.15% | 15.93% | 63 | +16,943 | 1.48% | Q4 2025 | Jan 14, 2026 |
| VANCE WEALTH, LLC | History | Added to | 1,130,975 | 37,016 | 10.99% | 10.69% | 64 | +23,184 | 2.09% | Q4 2025 | Feb 17, 2026 |
| Apella Capital, LLC | History | Reduced | 1,113,787 | 36,454 | 0.72% | 0.81% | 65 | -43,713 | -3.78% | Q4 2025 | Jan 21, 2026 |
| Warburton Capital Management, LLC | History | Added to | 1,108,241 | 36,272 | 20.48% | 19.65% | 66 | +73,307 | 7.08% | Q4 2025 | Jan 23, 2026 |
| Forum Financial Management, LP | History | Reduced | 1,093,036 | 35,775 | 0.47% | 0.48% | 67 | -25,754 | -2.3% | Q4 2025 | Jan 27, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 960,236 | 31,428 | 3.44% | 3.03% | 68 | +110,924 | 13.06% | Q4 2025 | Feb 18, 2026 |
| RFG Advisory, LLC | History | Reduced | 950,659 | 31,115 | 0.59% | 0.67% | 69 | -85,953 | -8.29% | Q4 2025 | Feb 03, 2026 |
| Cetera Investment Advisers | History | Added to | 886,961 | 29,030 | 0.03% | 0.03% | 70 | +43,027 | 5.1% | Q4 2025 | Feb 17, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 884,890 | 28,962 | 3.99% | 4.08% | 71 | -60,912 | -6.44% | Q4 2025 | Feb 13, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 876,305 | 28,681 | 1.58% | 1.69% | 72 | -28,884 | -3.19% | Q4 2025 | Feb 02, 2026 |
| Shearwater Capital LLC | History | Added to | 854,520 | 27,968 | 16.05% | 15.82% | 73 | +5,084 | 0.6% | Q4 2025 | Jan 13, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Added to | 854,164 | 27,956 | 18.52% | 18.32% | 74 | +4,889 | 0.58% | Q4 2025 | Feb 09, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 803,301 | 27,946 | 3.21% | 3.04% | 76 | +13,562 | 1.72% | Q4 2025 | Feb 03, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 853,865 | 27,946 | 0.27% | 0.28% | 75 | -13,543 | -1.56% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Added to | 842,852 | 27,586 | 0.16% | 0.13% | 77 | +176,734 | 26.53% | Q4 2025 | Feb 10, 2026 |
| Wolfstich Capital, LLC | History | Added to | 795,905 | 26,049 | 24.0% | 25.26% | 78 | +401,349 | 101.72% | Q4 2025 | Jan 14, 2026 |
| Momentous Wealth Management, Inc. | History | Added to | 777,518 | 25,448 | 14.43% | 14.77% | 79 | +35,123 | 4.73% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 750,940 | 25,216 | 0.03% | 0.04% | 80 | -19,425 | -2.52% | Q4 2025 | Jan 08, 2026 |
| Sensible Money, LLC | History | Reduced | 768,150 | 25,141 | 8.03% | 8.58% | 81 | -35,996 | -4.48% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 741,651 | 24,274 | 0.06% | 0.06% | 82 | +50,162 | 7.25% | Q4 2025 | Feb 05, 2026 |
| Financial Plan, Inc. | History | New | 738,610 | 24,174 | 2.78% | — | 83 | +738,610 | New | Q4 2025 | Jan 28, 2026 |
| ASPIRIANT, LLC | History | Reduced | 727,702 | 23,817 | 0.68% | 0.71% | 84 | -9,206 | -1.25% | Q4 2025 | Jan 20, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 720,721 | 23,589 | 4.47% | 4.75% | 85 | +36 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 716,881 | 23,463 | 7.09% | 6.71% | 86 | +6,127 | 0.86% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 709,722 | 23,229 | 0.04% | 0.04% | 87 | -17,527 | -2.41% | Q4 2025 | Feb 18, 2026 |
| Old Peak Finance LLC | History | New | 694,630 | 22,735 | 14.03% | — | 88 | +694,630 | New | Q4 2025 | Feb 10, 2026 |
| MilWealth Group LLC | History | Reduced | 689,731 | 22,574 | 5.37% | 5.32% | 89 | -5,459 | -0.79% | Q4 2025 | Feb 02, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 684,051 | 22,389 | 6.8% | 6.39% | 90 | +36,280 | 5.6% | Q4 2025 | Jan 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 644,660 | 22,343 | 0.55% | 0.56% | 91 | -18,664 | -2.81% | Q4 2025 | Jan 28, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 675,884 | 22,121 | 0.09% | 0.1% | 92 | -17,289 | -2.49% | Q4 2025 | Feb 13, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 668,678 | 21,885 | 0.81% | 0.51% | 93 | -5,782 | -0.86% | Q4 2025 | Jan 27, 2026 |
| marrick wealth, LLC | History | New | 651,982 | 21,339 | 17.47% | — | 94 | +651,982 | New | Q4 2025 | Feb 13, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 646,402 | 21,156 | 5.55% | 5.43% | 95 | +14,610 | 2.31% | Q4 2025 | Feb 06, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 627,975 | 20,553 | 6.32% | 6.48% | 96 | +14,208 | 2.31% | Q4 2025 | Feb 02, 2026 |
| IFG Advisory, LLC | History | Reduced | 626,171 | 20,494 | 0.89% | 0.9% | 97 | -6,380 | -1.01% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | Added to | 609,522 | 19,949 | 0.03% | 0.02% | 98 | +215,664 | 54.76% | Q4 2025 | Mar 09, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 608,324 | 19,910 | 0.11% | 0.12% | 99 | -7,798 | -1.27% | Q4 2025 | Feb 03, 2026 |
| Generations Wealth, LLC | History | New | 606,481 | 19,850 | 20.31% | — | 100 | +606,481 | New | Q4 2025 | Feb 13, 2026 |
| Symmetry Partners, LLC | History | Reduced | 605,458 | 19,816 | 1.17% | 2.33% | 101 | -76,198 | -11.18% | Q4 2025 | Jan 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 605,033 | 19,802 | 0.14% | 0.06% | 102 | +368,261 | 155.53% | Q4 2025 | Feb 18, 2026 |
| CONQUIS FINANCIAL LLC | History | Added to | 597,096 | 19,542 | 16.8% | 16.26% | 103 | +49,929 | 9.13% | Q4 2025 | Feb 11, 2026 |
| Vested Financial Planning, LLC | History | Added to | 554,379 | 18,144 | 13.97% | 14.09% | 104 | +764 | 0.14% | Q4 2025 | Jan 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 551,263 | 18,042 | 0.19% | 0.15% | 105 | +229,248 | 71.19% | Q4 2025 | Jan 23, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 539,690 | 17,664 | 10.69% | 10.62% | 106 | +11,084 | 2.1% | Q4 2025 | Feb 13, 2026 |
| von Borstel & Associates, Inc. | History | Added to | 537,276 | 17,585 | 4.12% | 2.62% | 107 | +3,584 | 0.67% | Q4 2025 | Feb 12, 2026 |
| Grunden Financial Advisory, Inc. | History | Added to | 531,680 | 17,401 | 6.8% | 6.72% | 108 | +5,037 | 0.96% | Q4 2025 | Jan 27, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 512,453 | 16,772 | 4.39% | 4.59% | 109 | -29,966 | -5.52% | Q4 2025 | Jan 14, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 502,473 | 16,445 | 7.46% | 7.66% | 110 | -3,275 | -0.65% | Q4 2025 | Jan 26, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 498,939 | 16,330 | 0.02% | 0.02% | 111 | +23,512 | 4.95% | Q4 2025 | Feb 02, 2026 |
| Ruedi Wealth Management, Inc. | History | Reduced | 496,247 | 16,242 | 4.26% | 4.45% | 112 | -9,765 | -1.93% | Q4 2025 | Feb 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 495,986 | 16,233 | 3.9% | 3.85% | 113 | +31,797 | 6.85% | Q4 2025 | Feb 27, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 495,730 | 16,225 | 9.08% | 8.56% | 114 | +18,564 | 3.89% | Q4 2025 | Feb 13, 2026 |
| Modera Wealth Management, LLC | History | Added to | 480,925 | 15,740 | 0.18% | 0.17% | 115 | +7,374 | 1.56% | Q4 2025 | Jan 21, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 468,608 | 15,735 | 2.32% | 2.33% | 116 | +234,374 | 100.06% | Q4 2025 | Jan 07, 2026 |
| EP Wealth Advisors, LLC | History | New | 475,407 | 15,560 | 0.08% | — | 117 | +475,407 | New | Q4 2025 | Feb 18, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 465,617 | 15,239 | 6.01% | 5.86% | 118 | +24,716 | 5.61% | Q4 2025 | Jan 22, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 464,447 | 15,201 | 1.09% | 3.09% | 119 | -1,190 | -0.26% | Q4 2025 | Feb 11, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 460,678 | 15,078 | 7.37% | 7.2% | 120 | +4,116 | 0.9% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 443,747 | 14,523 | 0.0% | 0.0% | 121 | +14,105 | 3.28% | Q4 2025 | Feb 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 440,843 | 14,428 | 0.1% | 0.1% | 122 | +11,614 | 2.71% | Q4 2025 | Feb 17, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Reduced | 440,166 | 14,406 | 4.39% | 4.64% | 123 | -14,514 | -3.19% | Q4 2025 | Jan 16, 2026 |
| Silver Oak Advisory Group, Inc. | History | Reduced | 438,719 | 14,359 | 6.49% | 6.49% | 124 | -18,717 | -4.09% | Q4 2025 | Feb 03, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 430,790 | 14,099 | 0.37% | 0.36% | 125 | +49,103 | 12.86% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 426,012 | 13,943 | 0.02% | 0.03% | 126 | -170,890 | -28.63% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 411,196 | 13,458 | 0.02% | 0.01% | 127 | +84,765 | 25.97% | Q4 2025 | Feb 13, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 391,809 | 12,823 | 3.53% | 3.92% | 128 | -1,924 | -0.49% | Q4 2025 | Feb 10, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 390,231 | 12,772 | 1.39% | 1.14% | 129 | +76,318 | 24.31% | Q4 2025 | Jan 26, 2026 |
| Truepoint, Inc. | History | Added to | 379,843 | 12,432 | 0.28% | 0.27% | 130 | +9,533 | 2.57% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Reduced | 375,629 | 12,294 | 0.01% | 0.01% | 131 | -18,358 | -4.66% | Q4 2025 | Feb 17, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 372,583 | 12,194 | 1.29% | 1.01% | 132 | +83,572 | 28.92% | Q4 2025 | Jan 09, 2026 |
| Betterment LLC | History | Added to | 372,014 | 12,176 | 0.02% | 0.02% | 133 | +2,608 | 0.71% | Q4 2025 | Feb 12, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 370,091 | 12,113 | 2.2% | 0.18% | 134 | +6,084 | 1.67% | Q4 2025 | Mar 04, 2026 |
| Trust Co of the South | History | Reduced | 364,272 | 11,922 | 1.92% | 2.0% | 135 | -19,663 | -5.12% | Q4 2025 | Jan 05, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 363,057 | 11,882 | 1.62% | 1.57% | 136 | +3,639 | 1.01% | Q4 2025 | Jan 23, 2026 |
| E6 Portfolios, LLC | History | New | 357,519 | 11,701 | 13.38% | — | 137 | +357,519 | New | Q4 2025 | Feb 13, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 357,291 | 11,694 | 6.95% | 6.75% | 138 | +146 | 0.04% | Q4 2025 | Jan 26, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 338,211 | 11,069 | 0.13% | 0.1% | 139 | -7,933 | -2.29% | Q4 2025 | Feb 13, 2026 |
| B&D White Capital Company, LLC | History | Added to | 327,992 | 10,735 | 1.24% | 1.31% | 140 | +1,820 | 0.56% | Q4 2025 | Feb 13, 2026 |
| ERn Financial, LLC | History | Added to | 324,812 | 10,631 | 2.0% | 2.0% | 141 | +2,615 | 0.81% | Q4 2025 | Jan 15, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 308,472 | 10,096 | 3.02% | 3.02% | 142 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 305,395 | 9,995 | 0.13% | 0.05% | 143 | +192,633 | 170.83% | Q4 2025 | Feb 10, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 305,111 | 9,986 | 4.1% | 4.11% | 144 | +286 | 0.09% | Q4 2025 | Jan 29, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 300,546 | 9,836 | 1.11% | 1.12% | 145 | -2,877 | -0.95% | Q4 2025 | Jan 14, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 298,986 | 9,785 | 2.15% | 2.04% | 146 | +13,021 | 4.55% | Q4 2025 | Feb 11, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 298,965 | 9,785 | 2.4% | 2.39% | 147 | +4,567 | 1.55% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 289,068 | 9,461 | 0.0% | 0.0% | 148 | -482,214 | -62.52% | Q4 2025 | Feb 17, 2026 |
| Cloud Capital Management, LLC | History | Added to | 281,581 | 9,216 | 4.35% | 4.6% | 149 | +3,460 | 1.24% | Q4 2025 | Feb 12, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 276,434 | 9,047 | 1.14% | 1.2% | 150 | -3,595 | -1.28% | Q4 2025 | Jan 21, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 274,247 | 8,976 | 3.09% | 3.45% | 151 | -7,528 | -2.67% | Q4 2025 | Jan 23, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 272,239 | 8,910 | 5.17% | 4.98% | 152 | +3,460 | 1.29% | Q4 2025 | Jan 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 263,572 | 8,626 | 0.0% | 0.0% | 153 | +77,926 | 41.98% | Q4 2025 | Feb 17, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 255,194 | 8,352 | 0.39% | 0.44% | 154 | -2,826 | -1.1% | Q4 2025 | Jan 12, 2026 |
| TrueWealth Financial Partners | History | New | 250,007 | 8,182 | 6.76% | — | 155 | +250,007 | New | Q4 2025 | Feb 05, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | New | 247,948 | 8,115 | 6.7% | — | 156 | +247,948 | New | Q4 2025 | Feb 05, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 322,161 | 8,086 | 2.81% | 2.95% | 157 | +30,236 | 10.36% | Q4 2025 | Jan 09, 2026 |
| American Investment Services, Inc. | History | Reduced | 237,370 | 7,769 | 1.8% | 1.82% | 158 | -3,676 | -1.53% | Q4 2025 | Feb 13, 2026 |
| Capstone Wealth Management, LLC | History | Reduced | 235,761 | 7,716 | 5.63% | 5.82% | 159 | -5,130 | -2.13% | Q4 2025 | Jan 20, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 233,726 | 7,649 | 3.04% | 3.09% | 160 | -3,296 | -1.39% | Q4 2025 | Feb 06, 2026 |
| PROSPERITY BANCSHARES INC | History | New | 232,878 | 7,622 | 6.88% | — | 161 | +232,878 | New | Q4 2025 | Feb 17, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 228,801 | 7,488 | 1.15% | 1.26% | 162 | -2,903 | -1.25% | Q4 2025 | Jan 15, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 226,112 | 7,400 | 3.02% | 2.94% | 163 | +7,449 | 3.41% | Q4 2025 | Jan 08, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 218,737 | 7,159 | 5.32% | — | 164 | +218,737 | New | Q4 2025 | Feb 06, 2026 |
| 55 North Private Wealth, LLC | History | New | 218,307 | 7,145 | 1.88% | — | 165 | +218,307 | New | Q4 2025 | Jan 27, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 212,873 | 6,967 | 0.13% | 0.14% | 166 | -19,064 | -8.22% | Q4 2025 | Feb 10, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 212,870 | 6,967 | 2.45% | 2.86% | 167 | -2,475 | -1.15% | Q4 2025 | Feb 06, 2026 |
| Hassell Wealth Management, LLC | History | Reduced | 202,873 | 6,920 | 2.31% | 2.33% | 168 | -10,784 | -5.05% | Q4 2025 | Jan 26, 2026 |
| Vantage Point Financial LLC | History | Reduced | 211,170 | 6,911 | 2.47% | 2.58% | 169 | -1,192 | -0.56% | Q4 2025 | Feb 02, 2026 |
| Annandale Capital, LLC | History | Added to | 210,239 | 6,881 | 0.82% | 0.26% | 170 | +161,590 | 332.15% | Q4 2025 | Feb 12, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 208,450 | 6,822 | 0.05% | 0.03% | 171 | +2,913 | 1.42% | Q4 2025 | Feb 13, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 206,588 | 6,761 | 0.3% | 0.27% | 172 | -553 | -0.27% | Q4 2025 | Feb 17, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 203,361 | 6,656 | 1.18% | 1.11% | 173 | +12,445 | 6.52% | Q4 2025 | Feb 17, 2026 |
| Aspen Capital Management, LLC | History | Added to | 196,977 | 6,447 | 1.6% | 1.56% | 174 | +2,204 | 1.13% | Q4 2025 | Jan 29, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 196,760 | 6,439 | 3.37% | 2.79% | 175 | +38,850 | 24.6% | Q4 2025 | Jan 16, 2026 |
| Cogent Private Wealth, Inc. | History | New | 195,163 | 6,387 | 4.86% | — | 176 | +195,163 | New | Q4 2025 | Feb 10, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 193,746 | 6,341 | 2.59% | 2.67% | 177 | -7,634 | -3.79% | Q4 2025 | Jan 09, 2026 |
| Visionary Wealth Advisors | History | Added to | 189,776 | 6,211 | 0.28% | 0.25% | 178 | +18,028 | 10.5% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 189,202 | 6,192 | 0.14% | 0.16% | 179 | -73,246 | -27.91% | Q4 2025 | Feb 17, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 189,035 | 6,187 | 0.67% | 0.68% | 180 | -6,861 | -3.5% | Q4 2025 | Jan 16, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 188,224 | 6,160 | 0.95% | 0.97% | 181 | -1,908 | -1.0% | Q4 2025 | Jan 21, 2026 |
| Canopy Partners, LLC | History | Added to | 187,611 | 6,140 | 2.0% | 1.91% | 182 | +5,280 | 2.9% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Reduced | 184,960 | 6,054 | 0.02% | 0.02% | 183 | -48,212 | -20.68% | Q4 2025 | Jan 26, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 181,190 | 5,930 | 0.38% | 0.39% | 184 | -5,642 | -3.02% | Q4 2025 | Jan 26, 2026 |
| CGN Advisors LLC | History | Reduced | 181,030 | 5,925 | 0.47% | 0.5% | 186 | -12,875 | -6.64% | Q4 2025 | Jan 05, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 181,041 | 5,925 | 0.06% | 0.06% | 185 | -2,390 | -1.3% | Q4 2025 | Jan 13, 2026 |
| RS CRUM INC. | History | Added to | 178,412 | 5,839 | 1.17% | 1.24% | 187 | +814 | 0.46% | Q4 2025 | Feb 17, 2026 |
| Investment Advisory Group, LLC | History | Added to | 177,767 | 5,818 | 1.5% | 1.5% | 188 | +1,937 | 1.1% | Q4 2025 | Jan 23, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 172,501 | 5,645 | 0.51% | 0.51% | 189 | -6,895 | -3.84% | Q4 2025 | Feb 17, 2026 |
| Concord Wealth Partners | History | Added to | 170,790 | 5,589 | 0.73% | 0.65% | 190 | +21,251 | 14.21% | Q4 2025 | Jan 29, 2026 |
| Tillman Hartley LLC | History | No change | 162,854 | 5,330 | 1.34% | 1.32% | 191 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RAM Investment Partners, LLC | History | Reduced | 157,292 | 5,148 | 0.93% | 0.94% | 192 | -1,624 | -1.02% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 154,897 | 5,069 | 0.0% | 0.0% | 193 | +44,411 | 40.2% | Q4 2025 | Feb 17, 2026 |
| GEM Asset Management, LLC | History | Added to | 150,058 | 5,026 | 2.24% | 2.24% | 194 | +548 | 0.37% | Q4 2025 | Jan 09, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 150,983 | 4,941 | 3.45% | 3.65% | 195 | +751 | 0.5% | Q4 2025 | Feb 11, 2026 |
| Platform Wealth Management, LLC | History | New | 149,976 | 4,908 | 1.31% | — | 196 | +149,976 | New | Q4 2025 | Feb 11, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 146,139 | 4,783 | 1.01% | 0.94% | 197 | +31,152 | 27.09% | Q4 2025 | Feb 13, 2026 |
| Belleair Asset Management, LLC | History | New | 143,996 | 4,712 | 4.49% | — | 198 | +143,996 | New | Q4 2025 | Jan 30, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 143,101 | 4,683 | 4.13% | — | 200 | +143,101 | New | Q4 2025 | Feb 05, 2026 |
| MORGAN STANLEY | History | Added to | 143,107 | 4,683 | 0.0% | 0.0% | 199 | +13,333 | 10.27% | Q4 2025 | Feb 13, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 142,641 | 4,668 | 1.2% | 1.19% | 201 | +1,176 | 0.83% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 140,798 | 4,626 | 0.18% | 0.0% | 202 | +138,858 | 7157.63% | Q4 2025 | Feb 13, 2026 |
| RBF Capital, LLC | History | No change | 140,000 | 4,582 | 0.2% | 0.2% | 203 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 139,831 | 4,576 | 0.01% | 0.01% | 204 | +20,346 | 17.03% | Q4 2025 | Feb 13, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 139,199 | 4,555 | 1.47% | 0.74% | 205 | -3,033 | -2.13% | Q4 2025 | Jan 27, 2026 |
| Wealth Architects, LLC | History | Added to | 137,004 | 4,484 | 0.4% | 0.39% | 206 | +5,175 | 3.93% | Q4 2025 | Feb 17, 2026 |
| First Financial Group Corp | History | Reduced | 136,333 | 4,462 | 3.8% | 3.72% | 207 | -382 | -0.28% | Q4 2025 | Jan 28, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 135,611 | 4,438 | 1.04% | 1.04% | 208 | -1,988 | -1.44% | Q4 2025 | Feb 06, 2026 |
| WealthSpring Partners, LLC | History | New | 135,591 | 4,437 | 4.55% | — | 209 | +135,591 | New | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 135,538 | 4,436 | 0.16% | 0.17% | 210 | -675 | -0.5% | Q4 2025 | Feb 06, 2026 |
| XY Planning Network, Inc. | History | Reduced | 134,294 | 4,395 | 0.77% | 1.37% | 211 | -3,137 | -2.28% | Q4 2025 | Jan 26, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 132,565 | 4,338 | 0.23% | 0.27% | 212 | -21,684 | -14.06% | Q4 2025 | Jan 07, 2026 |
| Ballentine Partners, LLC | History | Added to | 131,748 | 4,312 | 0.06% | 0.06% | 213 | +5,085 | 4.01% | Q4 2025 | Feb 03, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | New | 127,398 | 4,186 | 3.88% | — | 214 | +127,398 | New | Q4 2025 | Mar 31, 2026 |
| Capstone Wealth Management, Inc. | History | New | 123,550 | 4,087 | 3.58% | — | 215 | +123,550 | New | Q4 2025 | Feb 20, 2026 |
| Quantinno Capital Management LP | History | Added to | 123,561 | 4,044 | 0.01% | 0.0% | 216 | +89,982 | 267.97% | Q4 2025 | Feb 17, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 111,886 | 4,032 | 0.85% | 1.02% | 217 | -3,765 | -3.26% | Q4 2025 | Feb 13, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 117,940 | 3,860 | 2.7% | 2.68% | 218 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 117,322 | 3,839 | 0.01% | 0.01% | 219 | +71,471 | 155.88% | Q4 2025 | Feb 18, 2026 |
| McCartney Wealth Management LLC | History | New | 117,110 | 3,833 | 3.31% | — | 220 | +117,110 | New | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 117,051 | 3,831 | 0.48% | 0.5% | 221 | +247 | 0.21% | Q4 2025 | Jan 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 117,039 | 3,830 | 0.07% | 0.04% | 222 | +57,911 | 97.94% | Q4 2025 | Feb 19, 2026 |
| Harbor Group, Inc. | History | Added to | 115,973 | 3,795 | 0.57% | 0.58% | 223 | +127 | 0.11% | Q4 2025 | Jan 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 115,594 | 3,783 | 0.0% | 0.0% | 224 | +90 | 0.08% | Q4 2025 | Feb 13, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Reduced | 115,498 | 3,780 | 1.64% | 1.61% | 225 | -935 | -0.8% | Q4 2025 | Feb 09, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 115,228 | 3,771 | 0.12% | 0.12% | 226 | -4,443 | -3.71% | Q4 2025 | Jan 30, 2026 |
| WPWealth LLP | History | Added to | 111,690 | 3,655 | 0.57% | 0.57% | 227 | +1,311 | 1.19% | Q4 2025 | Feb 13, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Reduced | 110,481 | 3,616 | 0.73% | 0.78% | 228 | -943 | -0.85% | Q4 2025 | Jan 09, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 109,856 | 3,595 | 0.76% | 0.74% | 229 | +2,165 | 2.01% | Q4 2025 | Feb 10, 2026 |
| Rather & Kittrell, Inc. | History | Reduced | 109,814 | 3,594 | 0.58% | 0.61% | 230 | -851 | -0.77% | Q4 2025 | Jan 28, 2026 |
| Lantern Wealth Advisors, LLC | History | Reduced | 107,491 | 3,518 | 1.87% | 1.88% | 231 | -5,817 | -5.13% | Q4 2025 | Feb 17, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 105,488 | 3,452 | 0.75% | 0.67% | 232 | +19,607 | 22.83% | Q4 2025 | Feb 09, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 103,148 | 3,376 | 0.25% | 0.27% | 233 | -2,830 | -2.67% | Q4 2025 | Jan 29, 2026 |
| Parkwoods Wealth Partners, LLC | History | Reduced | 99,680 | 3,262 | 0.96% | 1.09% | 234 | -2,255 | -2.21% | Q4 2025 | Jan 15, 2026 |
| United Wealth Management, LLC | History | Reduced | 97,820 | 3,201 | 0.83% | 0.85% | 235 | -1,853 | -1.86% | Q4 2025 | Feb 11, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 97,547 | 3,192 | 0.17% | 0.18% | 236 | -5,395 | -5.24% | Q4 2025 | Mar 04, 2026 |
| Cerity Partners LLC | History | Reduced | 96,423 | 3,155 | 0.0% | 0.01% | 237 | -2,273 | -2.3% | Q4 2025 | Feb 11, 2026 |
| Donalies Financial Planning, LLC | History | New | 95,763 | 3,134 | 2.67% | — | 238 | +95,763 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 95,374 | 3,121 | 0.06% | 0.07% | 239 | -1,008 | -1.05% | Q4 2025 | Feb 06, 2026 |
| Merited Wealth, LLC | History | New | 95,008 | 3,109 | 2.88% | — | 240 | +95,008 | New | Q4 2025 | Mar 26, 2026 |
| Western Wealth Management, LLC | History | Added to | 94,968 | 3,108 | 0.14% | 0.15% | 241 | +5,119 | 5.7% | Q4 2025 | Feb 05, 2026 |
| Arista Wealth Management, LLC | History | Added to | 92,854 | 3,039 | 0.37% | 0.28% | 242 | +21,779 | 30.64% | Q4 2025 | Feb 09, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 91,965 | 3,010 | 0.15% | 0.17% | 243 | +457 | 0.5% | Q4 2025 | Jan 28, 2026 |
| McGrath & Associates, Inc. | History | Added to | 90,432 | 2,959 | 4.2% | 3.59% | 244 | +13,441 | 17.46% | Q4 2025 | Feb 10, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Reduced | 89,942 | 2,943 | 1.82% | 1.88% | 245 | -289 | -0.32% | Q4 2025 | Feb 10, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 89,801 | 2,939 | 1.39% | 1.35% | 246 | +596 | 0.67% | Q4 2025 | Feb 13, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | New | 82,056 | 2,844 | 3.1% | — | 247 | +82,056 | New | Q4 2025 | Mar 02, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 86,046 | 2,816 | 0.44% | 0.45% | 248 | -130 | -0.15% | Q4 2025 | Jan 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 81,954 | 2,682 | 0.01% | 0.01% | 249 | +60 | 0.07% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 80,487 | 2,634 | 0.0% | 0.0% | 250 | +2,554 | 3.28% | Q4 2025 | Feb 10, 2026 |
| BCO Wealth Management LLC | History | Reduced | 78,915 | 2,582 | 1.58% | 1.67% | 251 | -1,779 | -2.2% | Q4 2025 | Jan 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 78,481 | 2,568 | 0.55% | 0.54% | 252 | -482 | -0.61% | Q4 2025 | Jan 16, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 78,419 | 2,566 | 0.38% | 0.41% | 253 | +1,180 | 1.53% | Q4 2025 | Feb 04, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 77,693 | 2,542 | 0.0% | 0.01% | 254 | -25,269 | -24.54% | Q4 2025 | Mar 16, 2026 |
| HMV Wealth Advisors, LLC | History | Reduced | 77,663 | 2,541 | 1.27% | 1.34% | 255 | -220 | -0.28% | Q4 2025 | Jan 20, 2026 |
| Squire Investment Management Company, LLC | History | Reduced | 77,601 | 2,539 | 0.77% | 0.85% | 256 | -6,026 | -7.21% | Q4 2025 | Jan 22, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 74,057 | 2,496 | 0.32% | 0.33% | 257 | -5,795 | -7.26% | Q4 2025 | Jan 14, 2026 |
| Vistica Wealth Advisors, LLC | History | New | 76,107 | 2,490 | 2.48% | — | 258 | +76,107 | New | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 75,289 | 2,464 | 0.0% | 0.0% | 259 | +31,346 | 71.33% | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Solutions Inc. | History | Reduced | 74,404 | 2,435 | 1.03% | 1.23% | 261 | -15,318 | -17.07% | Q4 2025 | Jan 12, 2026 |
| Retirement Solution LLC | History | Added to | 74,405 | 2,435 | 0.54% | 0.48% | 260 | +10,169 | 15.83% | Q4 2025 | Jan 29, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 74,312 | 2,432 | 0.34% | 0.35% | 262 | -3,496 | -4.49% | Q4 2025 | Jan 29, 2026 |
| Foundry Financial LLC | History | New | 74,074 | 2,424 | 1.27% | — | 263 | +74,074 | New | Q4 2025 | Feb 17, 2026 |
| Aquire Wealth Advisors, LLC | History | Added to | 71,381 | 2,336 | 0.61% | 0.55% | 264 | +171 | 0.24% | Q4 2025 | Jan 07, 2026 |
| MAI Capital Management | History | No change | 69,373 | 2,270 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| REGIONS FINANCIAL CORP | History | New | 68,459 | 2,240 | 0.01% | — | 266 | +68,459 | New | Q4 2025 | Jan 27, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 67,805 | 2,219 | 0.92% | 0.9% | 267 | +521 | 0.77% | Q4 2025 | Jan 14, 2026 |
| FLAX POND CAPITAL, LLC | History | New | 67,164 | 2,198 | 1.63% | — | 268 | +67,164 | New | Q4 2025 | Mar 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 66,929 | 2,190 | 0.02% | 0.02% | 269 | +4,330 | 6.92% | Q4 2025 | Feb 12, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Reduced | 66,356 | 2,171 | 1.71% | 1.82% | 270 | -2,227 | -3.25% | Q4 2025 | Feb 09, 2026 |
| Simplicity Wealth,LLC | History | Added to | 66,300 | 2,169 | 0.13% | 0.07% | 271 | +27,471 | 70.75% | Q4 2025 | Jan 30, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 64,860 | 2,122 | 0.65% | 0.72% | 272 | -197 | -0.3% | Q4 2025 | Jan 20, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 64,681 | 2,117 | 1.22% | 1.21% | 273 | -1,181 | -1.79% | Q4 2025 | Jan 16, 2026 |
| Lansing Street Advisors | History | Added to | 64,214 | 2,101 | 0.54% | 0.53% | 274 | +456 | 0.72% | Q4 2025 | Jan 26, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 63,813 | 2,088 | 0.93% | 0.97% | 275 | +104 | 0.16% | Q4 2025 | Jan 16, 2026 |
| LAM GROUP, INC. | History | Reduced | 63,131 | 2,066 | 1.18% | 1.26% | 276 | -1,475 | -2.28% | Q4 2025 | Jan 23, 2026 |
| Financial Harvest, LLC | History | Reduced | 61,998 | 2,029 | 1.25% | 1.32% | 277 | -336 | -0.54% | Q4 2025 | Feb 10, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 61,628 | 2,017 | 0.13% | 0.14% | 278 | -12 | -0.02% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 60,897 | 1,993 | 0.0% | 0.0% | 279 | +5,314 | 9.56% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Reduced | 60,392 | 1,984 | 0.03% | 0.02% | 280 | -194 | -0.32% | Q4 2025 | Jan 23, 2026 |
| Liberty Capital Management, Inc. | History | No change | 60,457 | 1,978 | 0.37% | 0.36% | 281 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AE Wealth Management LLC | History | Reduced | 60,396 | 1,976 | 0.01% | 0.01% | 282 | -379 | -0.62% | Q4 2025 | Jan 26, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 60,318 | 1,974 | 0.71% | 0.66% | 283 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Astra Wealth Partners LLC | History | Added to | 60,248 | 1,971 | 1.16% | 1.24% | 284 | +979 | 1.65% | Q4 2025 | Feb 02, 2026 |
| Berger Financial Group, Inc | History | Added to | 59,772 | 1,956 | 0.11% | 0.1% | 285 | +5,648 | 10.44% | Q4 2025 | Jan 27, 2026 |
| Applied Capital LLC | History | Reduced | 59,734 | 1,955 | 0.75% | 0.76% | 286 | -377 | -0.63% | Q4 2025 | Jan 16, 2026 |
| Merit Financial Group, LLC | History | Added to | 59,450 | 1,945 | 0.02% | 0.02% | 287 | +1,083 | 1.86% | Q4 2025 | Jan 26, 2026 |
| New Dimensions Wealth Management, LLC | History | No change | 57,551 | 1,883 | 1.61% | 1.58% | 288 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 57,269 | 1,874 | 1.28% | 1.28% | 289 | -199 | -0.35% | Q4 2025 | Jan 05, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | New | 57,237 | 1,873 | 1.63% | — | 290 | +57,237 | New | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 57,137 | 1,870 | 0.05% | 0.05% | 291 | -2,001 | -3.38% | Q4 2025 | Feb 13, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Reduced | 56,231 | 1,840 | 0.32% | 0.31% | 292 | -1,009 | -1.76% | Q4 2025 | Feb 09, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 55,254 | 1,808 | 0.06% | 0.08% | 293 | -824 | -1.47% | Q4 2025 | Jan 20, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 55,218 | 1,804 | 0.05% | 0.12% | 294 | -6,338 | -10.3% | Q4 2025 | Feb 10, 2026 |
| Apollon Financial, LLC | History | Added to | 54,850 | 1,795 | 0.26% | 0.23% | 295 | +10,879 | 24.74% | Q4 2025 | Jan 22, 2026 |
| IFG Advisors, LLC | History | Added to | 52,289 | 1,711 | 0.28% | 0.27% | 296 | +52 | 0.1% | Q4 2025 | Jan 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 52,199 | 1,708 | 0.04% | 0.04% | 297 | +456 | 0.88% | Q4 2025 | Feb 09, 2026 |
| Vannoy Advisory Group, Inc. | History | Added to | 52,102 | 1,705 | 1.08% | 1.06% | 298 | +473 | 0.92% | Q4 2025 | Jan 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 51,948 | 1,700 | 0.41% | 0.41% | 299 | +2,815 | 5.73% | Q4 2025 | Feb 02, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 51,378 | 1,681 | 0.63% | 0.66% | 300 | -2,179 | -4.07% | Q4 2025 | Jan 08, 2026 |
| US BANCORP \DE\ | History | Added to | 50,973 | 1,668 | 0.0% | 0.0% | 301 | +32,994 | 183.51% | Q4 2025 | Jan 30, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 50,485 | 1,652 | 0.03% | 0.03% | 302 | -361 | -0.71% | Q4 2025 | Jan 16, 2026 |
| Cannon Financial Strategists, Inc. | History | Reduced | 50,403 | 1,649 | 0.23% | 0.23% | 303 | -131 | -0.26% | Q4 2025 | Feb 04, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 50,178 | 1,642 | 1.17% | — | 304 | +50,178 | New | Q4 2025 | Jan 26, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 49,103 | 1,607 | 1.1% | 1.12% | 305 | +58 | 0.12% | Q4 2025 | Jan 27, 2026 |
| Unconventional Investor, LLC | History | No change | 48,888 | 1,600 | 0.76% | 0.77% | 306 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 48,594 | 1,590 | 0.35% | 0.31% | 307 | +16 | 0.03% | Q4 2025 | Feb 02, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 47,614 | 1,558 | 0.27% | 0.27% | 308 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Zhang Financial LLC | History | Added to | 47,293 | 1,547 | 0.06% | 0.05% | 309 | +10,224 | 27.58% | Q4 2025 | Feb 10, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 47,281 | 1,547 | 0.15% | 0.19% | 310 | +196 | 0.42% | Q4 2025 | Jan 22, 2026 |
| Security Financial Services, INC. | History | No change | 47,089 | 1,541 | 0.24% | 0.24% | 311 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Krilogy Financial LLC | History | Added to | 44,188 | 1,537 | 0.05% | 0.05% | 312 | +20 | 0.05% | Q4 2025 | Jan 27, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 46,766 | 1,530 | 0.03% | 0.02% | 313 | +19,171 | 69.47% | Q4 2025 | Feb 05, 2026 |
| CVA Family Office, LLC | History | Added to | 46,339 | 1,516 | 0.17% | 0.18% | 314 | +2,252 | 5.11% | Q4 2025 | Jan 12, 2026 |
| Life Planning Partners, Inc | History | Reduced | 46,307 | 1,515 | 1.16% | 1.07% | 315 | -456 | -0.98% | Q4 2025 | Jan 16, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 45,916 | 1,502 | 0.75% | 0.77% | 316 | +756 | 1.67% | Q4 2025 | Feb 11, 2026 |
| Canandaigua National Trust Co of Florida | History | Added to | 44,730 | 1,464 | 0.92% | 0.28% | 317 | +33,553 | 300.2% | Q4 2025 | Jan 30, 2026 |
| IFP Advisors, Inc | History | Added to | 44,476 | 1,455 | 0.03% | 0.03% | 318 | +2,478 | 5.9% | Q4 2025 | Feb 06, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 44,085 | 1,442 | 0.39% | 0.57% | 319 | +996 | 2.31% | Q4 2025 | Feb 09, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 43,917 | 1,437 | 0.2% | 0.22% | 320 | -672 | -1.51% | Q4 2025 | Jan 12, 2026 |
| VERITY Wealth Advisors | History | No change | 43,719 | 1,430 | 0.89% | 0.87% | 321 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 43,616 | 1,427 | 0.26% | 0.25% | 322 | +1,024 | 2.4% | Q4 2025 | Jan 12, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 43,291 | 1,416 | 0.19% | — | 323 | +43,291 | New | Q4 2025 | Feb 04, 2026 |
| Prudent Man Investment Management, Inc. | History | Reduced | 42,556 | 1,392 | 0.47% | 0.68% | 324 | -6,781 | -13.74% | Q4 2025 | Feb 12, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | No change | 42,331 | 1,385 | 0.78% | 0.78% | 325 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Reduced | 42,053 | 1,376 | 0.87% | 0.89% | 326 | -209 | -0.49% | Q4 2025 | Feb 04, 2026 |
| Francis Financial, Inc. | History | Added to | 41,708 | 1,365 | 0.27% | 0.16% | 327 | +12,589 | 43.23% | Q4 2025 | Feb 11, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 41,643 | 1,362 | 0.58% | 0.58% | 329 | -824 | -1.94% | Q4 2025 | Jan 28, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 41,634 | 1,362 | 0.48% | 0.47% | 328 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sterling Wealth Advisors Inc | History | Added to | 41,595 | 1,361 | 0.82% | 0.66% | 330 | +8,583 | 26.0% | Q4 2025 | Jan 26, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 40,699 | 1,332 | 0.31% | 0.25% | 331 | +8,758 | 27.42% | Q4 2025 | Feb 05, 2026 |
| waypoint wealth counsel | History | Added to | 40,598 | 1,328 | 0.49% | 0.44% | 332 | +4,697 | 13.08% | Q4 2025 | Jan 28, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 40,410 | 1,322 | 0.03% | 0.03% | 333 | -19,784 | -32.87% | Q4 2025 | Feb 05, 2026 |
| HBE Wealth Management, LLC | History | New | 39,956 | 1,307 | 1.23% | — | 334 | +39,956 | New | Q4 2025 | Jan 20, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 39,239 | 1,284 | 0.65% | 0.42% | 335 | +15,462 | 65.03% | Q4 2025 | Jan 08, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 39,163 | 1,281 | 0.05% | 0.05% | 336 | -36 | -0.09% | Q4 2025 | Jan 20, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 39,082 | 1,279 | 0.2% | 0.19% | 337 | +1,590 | 4.24% | Q4 2025 | Jan 23, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 39,017 | 1,277 | 0.08% | 0.08% | 338 | -430 | -1.09% | Q4 2025 | Jan 22, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 38,991 | 1,276 | 0.37% | 0.37% | 339 | +1,364 | 3.63% | Q4 2025 | Jan 20, 2026 |
| Storgate, LLC | History | New | 38,924 | 1,273 | 1.05% | — | 340 | +38,924 | New | Q4 2025 | Feb 13, 2026 |
| Diversified Trust Co | History | No change | 38,077 | 1,246 | 0.02% | 0.02% | 341 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | New | 37,590 | 1,230 | 1.15% | — | 342 | +37,590 | New | Q4 2025 | Feb 19, 2026 |
| Pallas Capital Advisors LLC | History | No change | 37,587 | 1,230 | 0.04% | 0.04% | 343 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TruNorth Capital Management, LLC | History | Reduced | 37,368 | 1,223 | 0.23% | 0.24% | 344 | -1,358 | -3.51% | Q4 2025 | Feb 11, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 36,817 | 1,205 | 0.11% | 0.09% | 345 | +5,028 | 15.82% | Q4 2025 | Feb 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 36,596 | 1,197 | 0.0% | 0.0% | 346 | +11,514 | 45.91% | Q4 2025 | Feb 13, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 36,444 | 1,192 | 0.23% | 0.22% | 347 | -112 | -0.31% | Q4 2025 | Jan 30, 2026 |
| Westmount Partners, LLC | History | No change | 36,105 | 1,181 | 0.29% | 0.29% | 348 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Corus Family Wealth Advisors | History | Added to | 35,956 | 1,176 | 0.94% | 0.81% | 349 | +744 | 2.11% | Q4 2025 | Feb 04, 2026 |
| VANGUARD GROUP INC | History | No change | 35,833 | 1,172 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NORTHERN TRUST CORP | History | Added to | 35,754 | 1,170 | 0.0% | 0.0% | 351 | +8,057 | 29.09% | Q4 2025 | Feb 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 35,693 | 1,168 | 0.0% | 0.0% | 352 | +35,625 | 52389.71% | Q4 2025 | Feb 17, 2026 |
| Intelligent Financial Strategies | History | No change | 35,705 | 1,168 | 0.56% | 0.55% | 353 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| KM Capital Management Ltd. | History | Reduced | 35,379 | 1,157 | 0.59% | 0.56% | 354 | -3,384 | -8.73% | Q4 2025 | Feb 17, 2026 |
| Midwest Trust Co | History | No change | 34,612 | 1,132 | 0.01% | 0.01% | 355 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Montis Financial, LLC | History | Reduced | 34,462 | 1,127 | 0.22% | 0.25% | 356 | -442 | -1.27% | Q4 2025 | Feb 11, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 34,210 | 1,119 | 0.0% | 0.02% | 357 | -108,545 | -76.04% | Q4 2025 | Feb 17, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 33,932 | 1,110 | 0.18% | 0.19% | 358 | +281 | 0.84% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 33,817 | 1,107 | 0.0% | 0.0% | 359 | +132 | 0.39% | Q4 2025 | Feb 11, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 33,627 | 1,100 | 0.4% | 0.41% | 360 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CURIO WEALTH, LLC | History | Added to | 33,520 | 1,099 | 0.39% | 0.41% | 361 | +1,374 | 4.27% | Q4 2025 | Feb 11, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 33,407 | 1,093 | 0.24% | 0.23% | 362 | +1,631 | 5.13% | Q4 2025 | Jan 20, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 33,204 | 1,086 | 0.27% | 0.46% | 363 | -31,179 | -48.43% | Q4 2025 | Jan 08, 2026 |
| M Wealth Management, LLC | History | Reduced | 32,827 | 1,074 | 0.93% | 0.98% | 364 | -2,877 | -8.06% | Q4 2025 | Jan 29, 2026 |
| Ponta Wealth Partners, LLC | History | New | 32,770 | 1,072 | 1.0% | — | 365 | +32,770 | New | Q4 2025 | Feb 03, 2026 |
| Arnold Financial Planning LLC | History | New | 32,508 | 1,063 | 1.1% | — | 366 | +32,508 | New | Q4 2025 | Jan 27, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 32,306 | 1,057 | 0.03% | 0.04% | 367 | -11,984 | -27.06% | Q4 2025 | Feb 05, 2026 |
| Quadrature Capital Ltd | History | New | 31,888 | 1,043 | 0.01% | — | 368 | +31,888 | New | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | Added to | 31,298 | 1,024 | 0.01% | 0.01% | 369 | +444 | 1.44% | Q4 2025 | Jan 16, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 31,243 | 1,022 | 0.67% | 0.69% | 370 | +170 | 0.55% | Q4 2025 | Feb 10, 2026 |
| Clark Asset Management, LLC | History | Reduced | 31,138 | 1,019 | 0.11% | 0.13% | 372 | -4,555 | -12.76% | Q4 2025 | Jan 27, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 31,159 | 1,019 | 0.02% | 0.02% | 371 | +1 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Leading Edge Financial Planning LLC | History | Reduced | 31,057 | 1,016 | 0.23% | 0.26% | 373 | -2,258 | -6.78% | Q4 2025 | Jan 21, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 30,200 | 988 | 0.37% | 0.37% | 374 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 30,172 | 987 | 0.05% | 0.05% | 375 | -69 | -0.23% | Q4 2025 | Jan 20, 2026 |
| M&T BANK CORP | History | No change | 29,950 | 980 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 29,780 | 974 | 0.2% | 0.22% | 377 | -3,289 | -9.95% | Q4 2025 | Feb 09, 2026 |
| L2 Asset Management, LLC | History | New | 29,418 | 962 | 0.13% | — | 378 | +29,418 | New | Q4 2025 | Feb 17, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 29,239 | 957 | 0.24% | 0.24% | 379 | -991 | -3.28% | Q4 2025 | Feb 13, 2026 |
| Opulen Financial Group LLC | History | Added to | 28,941 | 947 | 0.69% | 0.18% | 380 | +21,223 | 274.98% | Q4 2025 | Feb 10, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 28,564 | 934 | 0.0% | 0.0% | 381 | +13 | 0.05% | Q4 2025 | Feb 13, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 28,269 | 925 | 0.02% | 0.02% | 382 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MASECO LLP | History | Added to | 27,613 | 903 | 0.04% | 0.04% | 383 | +171 | 0.62% | Q4 2025 | Jan 22, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 27,377 | 896 | 0.2% | 0.19% | 384 | +287 | 1.06% | Q4 2025 | Feb 06, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 26,178 | 856 | 0.14% | 0.15% | 385 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Meredith Wealth Planning | History | Added to | 26,149 | 855 | 0.25% | 0.26% | 386 | +310 | 1.2% | Q4 2025 | Jan 16, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 26,068 | 853 | 0.0% | — | 387 | +26,068 | New | Q4 2025 | Jan 30, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 25,749 | 842 | 0.06% | 0.07% | 389 | -2,451 | -8.69% | Q4 2025 | Feb 10, 2026 |
| Waterfront Wealth Inc. | History | No change | 24,158 | 842 | 0.16% | 0.16% | 388 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Brewster Financial Planning LLC | History | Reduced | 25,155 | 823 | 0.51% | 0.5% | 390 | -314 | -1.23% | Q4 2025 | Jan 14, 2026 |
| Wharton Business Group, LLC | History | No change | 25,090 | 821 | 0.03% | 0.03% | 391 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Evercore Wealth Management, LLC | History | No change | 25,000 | 818 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 24,967 | 817 | 0.03% | — | 393 | +24,967 | New | Q4 2025 | Feb 13, 2026 |
| Partners in Financial Planning | History | Added to | 24,881 | 814 | 0.14% | 0.13% | 394 | +152 | 0.61% | Q4 2025 | Feb 02, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 22,737 | 807 | 0.02% | 0.01% | 395 | +16,086 | 241.86% | Q4 2025 | Feb 09, 2026 |
| Lynx Investment Advisory | History | Added to | 24,442 | 799 | 0.44% | 0.46% | 396 | +3 | 0.01% | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 24,360 | 797 | 0.01% | 0.01% | 397 | +1,503 | 6.58% | Q4 2025 | Jan 20, 2026 |
| True North Advisors, LLC | History | New | 24,314 | 795 | 0.1% | — | 398 | +24,314 | New | Q4 2025 | Jan 22, 2026 |
| Red Wave Investments LLC | History | Reduced | 24,301 | 795 | 0.24% | 0.26% | 399 | -3,018 | -11.05% | Q4 2025 | Feb 06, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 24,246 | 793 | 0.27% | 0.27% | 400 | +4 | 0.02% | Q4 2025 | Feb 04, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 24,167 | 791 | 0.09% | 0.09% | 401 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Five Oceans Advisors | History | Reduced | 24,132 | 789 | 0.28% | 0.36% | 402 | -6,818 | -22.03% | Q4 2025 | Jan 16, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 24,091 | 788 | 0.09% | 0.09% | 403 | -20 | -0.08% | Q4 2025 | Jan 08, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 23,906 | 782 | 0.23% | 0.2% | 404 | -26 | -0.11% | Q4 2025 | Feb 06, 2026 |
| SCRATCH CAPITAL LLC | History | No change | 23,901 | 782 | 0.51% | 0.49% | 405 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| LJI Wealth Management, LLC | History | Added to | 23,567 | 771 | 0.12% | 0.09% | 406 | +6,527 | 38.3% | Q4 2025 | Feb 03, 2026 |
| Cascade Wealth Advisors, Inc | History | Reduced | 21,762 | 767 | 0.35% | 0.41% | 407 | -4,111 | -15.89% | Q4 2025 | Feb 04, 2026 |
| Rise Advisors, LLC | History | Added to | 23,205 | 759 | 0.27% | 0.26% | 408 | +166 | 0.72% | Q4 2025 | Feb 11, 2026 |
| Kilner Capital Advisors, LLC | History | New | 22,686 | 742 | 0.71% | — | 409 | +22,686 | New | Q4 2025 | Feb 11, 2026 |
| Elser Financial Planning, Inc | History | No change | 22,303 | 729 | 0.53% | 0.84% | 410 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Inscription Capital, LLC | History | No change | 22,136 | 724 | 0.07% | 0.07% | 411 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NBT BANK N A /NY | History | Added to | 65 | 718 | 0.05% | 0.04% | 412 | +2 | 3.17% | Q4 2025 | Jan 23, 2026 |
| Maia Wealth LLC | History | New | 19,804 | 714 | 0.12% | — | 413 | +19,804 | New | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | New | 21,730 | 711 | 0.0% | — | 414 | +21,730 | New | Q4 2025 | Feb 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 21,679 | 709 | 0.01% | 0.01% | 415 | +1,580 | 7.86% | Q4 2025 | Feb 12, 2026 |
| Asset Advisory Group, Inc. | History | New | 21,064 | 689 | 0.34% | — | 416 | +21,064 | New | Q4 2025 | Feb 12, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 20,959 | 685 | 0.0% | 0.0% | 417 | +4,416 | 26.69% | Q4 2025 | Feb 12, 2026 |
| Eaton Financial Holdings Company, LLC | History | Added to | 20,874 | 683 | 0.18% | 0.16% | 418 | +2,874 | 15.97% | Q4 2025 | Feb 09, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | New | 20,581 | 673 | 0.63% | — | 419 | +20,581 | New | Q4 2025 | Feb 02, 2026 |
| Financial Alternatives, Inc | History | Reduced | 20,083 | 657 | 0.38% | 0.41% | 420 | -1,775 | -8.12% | Q4 2025 | Feb 04, 2026 |
| Colonial Trust Co / SC | History | Reduced | 19,970 | 653 | 0.09% | 0.09% | 421 | -265 | -1.31% | Q4 2025 | Feb 12, 2026 |
| SEMITAM BONAM LLC | History | Added to | 19,691 | 644 | 0.54% | 0.47% | 422 | +2,852 | 16.94% | Q4 2025 | Jan 20, 2026 |
| Kaufman Rossin Wealth, LLC | History | Reduced | 19,581 | 640 | 0.33% | 0.35% | 423 | -750 | -3.69% | Q4 2025 | Jan 14, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 19,463 | 637 | 0.5% | — | 424 | +19,463 | New | Q4 2025 | Feb 06, 2026 |
| Independent Wealth Network Inc. | History | No change | 19,310 | 632 | 0.19% | 0.19% | 425 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Holcombe Financial, Inc. | History | No change | 19,010 | 622 | 0.39% | 0.42% | 426 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 18,975 | 621 | 0.14% | 0.15% | 427 | -614 | -3.13% | Q4 2025 | Jan 15, 2026 |
| JB Capital LLC | History | Added to | 18,969 | 620 | 0.03% | 0.03% | 428 | +136 | 0.72% | Q4 2025 | Jan 20, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 18,951 | 620 | 0.52% | 0.48% | 429 | +67 | 0.35% | Q4 2025 | Jan 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 18,930 | 619 | 0.0% | 0.0% | 430 | +6,949 | 58.0% | Q4 2025 | Feb 06, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 18,882 | 618 | 0.21% | 0.18% | 431 | +2,582 | 15.84% | Q4 2025 | Jan 22, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 18,003 | 609 | 0.03% | 0.03% | 432 | -639 | -3.43% | Q4 2025 | Feb 03, 2026 |
| BROWN ADVISORY INC | History | Reduced | 18,577 | 608 | 0.0% | 0.0% | 433 | -39 | -0.21% | Q4 2025 | Feb 13, 2026 |
| Frankly Finances, LLC | History | New | 18,549 | 607 | 0.53% | — | 434 | +18,549 | New | Q4 2025 | Jan 26, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 18,505 | 605 | 0.0% | 0.0% | 435 | -602 | -3.15% | Q4 2025 | Jan 29, 2026 |
| Strategent Financial, LLC | History | Added to | 18,207 | 595 | 0.38% | 0.37% | 436 | +1,894 | 11.61% | Q4 2025 | Jan 29, 2026 |
| CERTUITY, LLC | History | No change | 18,030 | 590 | 0.04% | 0.04% | 437 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| TFB Advisors LLC | History | Added to | 17,976 | 588 | 0.16% | 0.16% | 438 | +5 | 0.03% | Q4 2025 | Feb 13, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 17,646 | 577 | 0.13% | 0.13% | 439 | -560 | -3.08% | Q4 2025 | Jan 29, 2026 |
| KOM Wealth Management Group, LLC | History | Reduced | 17,417 | 570 | 0.4% | 0.48% | 440 | -2,719 | -13.5% | Q4 2025 | Jan 23, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 16,380 | 569 | 0.05% | 0.05% | 441 | +16 | 0.1% | Q4 2025 | Feb 02, 2026 |
| SIGNATUREFD, LLC | History | Added to | 17,235 | 564 | 0.01% | 0.01% | 442 | +77 | 0.45% | Q4 2025 | Jan 20, 2026 |
| RB Capital Management, LLC | History | Reduced | 17,107 | 559 | 0.11% | 0.12% | 443 | -772 | -4.32% | Q4 2025 | Feb 03, 2026 |
| Parkside Financial Bank & Trust | History | No change | 17,075 | 558 | 0.04% | 0.04% | 444 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Facet Wealth, Inc. | History | Added to | 15,819 | 557 | 0.01% | 0.01% | 445 | +104 | 0.66% | Q4 2025 | Jan 29, 2026 |
| Ascent Group, LLC | History | Reduced | 16,962 | 555 | 0.02% | 0.02% | 446 | -315 | -1.82% | Q4 2025 | Jan 20, 2026 |
| Two West Capital Advisors LLC | History | No change | 16,909 | 553 | 0.32% | 0.32% | 447 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Ares Financial Consulting, LLC | History | New | 16,370 | 535 | 0.51% | — | 448 | +16,370 | New | Q4 2025 | Jan 30, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 16,086 | 526 | 0.15% | 0.15% | 449 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 15,952 | 522 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Oath Planning, LLC | History | New | 15,816 | 517 | 0.51% | — | 451 | +15,816 | New | Q4 2025 | Feb 12, 2026 |
| IHT Wealth Management, LLC | History | New | 15,600 | 510 | 0.01% | — | 452 | +15,600 | New | Q4 2025 | Feb 17, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 15,471 | 506 | 0.01% | 0.01% | 453 | -10,950 | -41.44% | Q4 2025 | Jan 30, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 15,374 | 503 | 0.01% | 0.01% | 454 | -3,879 | -20.15% | Q4 2025 | Jan 29, 2026 |
| Renasant Bank | History | No change | 15,353 | 502 | 0.34% | 0.31% | 455 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Curi Capital, LLC | History | No change | 15,285 | 500 | 0.01% | 0.01% | 456 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | No change | 15,219 | 498 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 15,020 | 491 | 0.14% | 0.14% | 458 | -183 | -1.2% | Q4 2025 | Jan 08, 2026 |
| Ferguson Johnson Wealth Management Inc | History | New | 14,889 | 487 | 0.4% | — | 460 | +14,889 | New | Q4 2025 | Feb 06, 2026 |
| Syverson Strege & Co | History | No change | 14,885 | 487 | 0.12% | 0.11% | 459 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Wedmont Private Capital | History | Added to | 14,225 | 476 | 0.02% | 0.01% | 461 | +5,584 | 64.62% | Q4 2025 | Jan 08, 2026 |
| Probity Advisors, Inc. | History | No change | 14,464 | 473 | 0.08% | 0.07% | 462 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Keystone Financial Services | History | No change | 14,202 | 464 | 0.14% | 0.14% | 463 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RVW Wealth, LLC | History | No change | 14,168 | 463 | 0.04% | 0.03% | 464 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 14,172 | 463 | 0.23% | 0.24% | 465 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 13,968 | 457 | 0.0% | 0.0% | 466 | +1,544 | 12.43% | Q4 2025 | Feb 11, 2026 |
| Approach Retirement Advisors, LLC | History | New | 13,948 | 456 | 0.39% | — | 467 | +13,948 | New | Q4 2025 | Jan 29, 2026 |
| Certified Advisory Corp | History | No change | 13,816 | 452 | 0.04% | 0.04% | 468 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Powerhouse Assets LLC | History | New | 13,762 | 450 | 0.4% | — | 469 | +13,762 | New | Q4 2025 | Jan 15, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 13,691 | 448 | 0.08% | 0.07% | 470 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | Added to | 13,150 | 447 | 0.03% | 0.03% | 471 | +2,172 | 19.79% | Q4 2025 | Feb 13, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 13,525 | 442 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Florida Trust Wealth Management Co | History | No change | 13,483 | 441 | 0.01% | 0.01% | 473 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Trek Financial, LLC | History | No change | 13,503 | 441 | 0.03% | 0.03% | 474 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 13,302 | 435 | 0.3% | 0.31% | 475 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 13,118 | 429 | 0.32% | 0.33% | 476 | +81 | 0.62% | Q4 2025 | Jan 27, 2026 |
| SageOak Financial, LLC | History | No change | 13,131 | 429 | 0.31% | 0.3% | 477 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Brooklyn Investment Group | History | No change | 13,017 | 426 | 0.02% | 0.05% | 478 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 12,859 | 420 | 0.07% | 0.07% | 479 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| 25 LLC | History | Added to | 12,830 | 419 | 0.13% | 0.13% | 480 | +195 | 1.54% | Q4 2025 | Jan 15, 2026 |
| Wilian Securities, LLC | History | New | 12,770 | 417 | 0.45% | — | 483 | +12,770 | New | Q4 2025 | Feb 06, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 12,770 | 417 | 0.03% | 0.03% | 482 | +3,938 | 44.59% | Q4 2025 | Jan 13, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 12,471 | 417 | 0.25% | 0.27% | 481 | -652 | -4.97% | Q4 2025 | Jan 12, 2026 |
| Burk Holdings LLC | History | Added to | 12,720 | 416 | 0.2% | 0.21% | 484 | +10 | 0.08% | Q4 2025 | Feb 12, 2026 |
| NerdWallet Wealth Partners, LLC | History | No change | 12,683 | 415 | 0.19% | 0.19% | 485 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Well Done, LLC | History | Added to | 12,658 | 414 | 0.06% | 0.03% | 486 | +6,202 | 96.07% | Q4 2025 | Jan 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 12,632 | 413 | 0.01% | 0.09% | 487 | -181,759 | -93.5% | Q4 2025 | Feb 09, 2026 |
| Falcon Wealth Planning | History | No change | 12,634 | 413 | 0.03% | 0.04% | 488 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Root Financial Partners, LLC | History | Added to | 12,562 | 411 | 0.02% | 0.02% | 489 | +4 | 0.03% | Q4 2025 | Feb 10, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 12,435 | 406 | 0.23% | 0.22% | 490 | +861 | 7.44% | Q4 2025 | Feb 17, 2026 |
| MOTCO | History | No change | 12,372 | 404 | 0.04% | 0.04% | 491 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Jessup Wealth Management, Inc | History | No change | 12,324 | 403 | 0.13% | 0.14% | 492 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Sage Mountain Advisors LLC | History | No change | 12,189 | 398 | 0.02% | 0.02% | 493 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 12,130 | 397 | 0.01% | 0.01% | 494 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| American Financial Advisors, LLC | History | Added to | 12,085 | 395 | 0.05% | 0.05% | 495 | +86 | 0.72% | Q4 2025 | Feb 03, 2026 |
| Waverly Advisors, LLC | History | Added to | 12,048 | 394 | 0.0% | 0.0% | 496 | +2,930 | 32.13% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 11,828 | 387 | 0.0% | 0.0% | 497 | -36,714 | -75.63% | Q4 2025 | Feb 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 11,846 | 387 | 0.01% | 0.02% | 498 | +574 | 5.09% | Q4 2025 | Feb 09, 2026 |
| THREADGILL FINANCIAL, LLC | History | No change | 11,718 | 383 | 0.16% | 0.18% | 499 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 11,577 | 378 | 0.03% | 0.03% | 500 | -216 | -1.83% | Q4 2025 | Jan 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 11,262 | 368 | 0.0% | 0.01% | 501 | -2,987 | -20.96% | Q4 2025 | Jan 21, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 11,148 | 364 | 0.05% | 0.08% | 502 | +119 | 1.08% | Q4 2025 | Feb 03, 2026 |
| Sensenig Capital Advisors, Inc | History | New | 10,863 | 355 | 0.36% | — | 504 | +10,863 | New | Q4 2025 | Jan 21, 2026 |
| Kovack Advisors, Inc. | History | Added to | 10,849 | 355 | 0.02% | 0.03% | 503 | +1,329 | 13.96% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 10,745 | 351 | 0.01% | 0.01% | 505 | -1,725 | -13.83% | Q4 2025 | Feb 03, 2026 |
| PFG Advisors | History | New | 10,629 | 347 | 0.02% | — | 506 | +10,629 | New | Q4 2025 | Jan 27, 2026 |
| Cadence Bank | History | Reduced | 10,592 | 346 | 0.02% | 0.02% | 507 | -474 | -4.28% | Q4 2025 | Jan 30, 2026 |
| Oak Wealth Advisors LLC | History | Reduced | 10,338 | 338 | 0.19% | 0.38% | 508 | -10,729 | -50.93% | Q4 2025 | Feb 11, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 10,263 | 335 | 0.02% | 0.02% | 509 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Caprock Group, LLC | History | No change | 10,206 | 334 | 0.01% | 0.01% | 510 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Level Wealth Management LLC | History | No change | 10,218 | 334 | 0.17% | 0.17% | 511 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 10,185 | 333 | 0.01% | 0.01% | 512 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 10,142 | 331 | 0.01% | 0.03% | 513 | -26,655 | -72.44% | Q4 2025 | Jan 09, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 10,079 | 329 | 0.04% | 0.04% | 514 | +28 | 0.28% | Q4 2025 | Feb 06, 2026 |
| Advisor OS, LLC | History | Added to | 10,079 | 329 | 0.03% | 0.03% | 515 | +28 | 0.28% | Q4 2025 | Feb 04, 2026 |
| Clayton Financial Group LLC | History | Reduced | 10,035 | 328 | 0.17% | 0.24% | 516 | -385 | -3.69% | Q4 2025 | Jan 21, 2026 |
| HUB Investment Partners, LLC | History | No change | 9,988 | 326 | 0.01% | 0.01% | 517 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 9,851 | 322 | 0.01% | — | 518 | +9,851 | New | Q4 2025 | Feb 17, 2026 |
| SB Capital Management Inc | History | New | 9,809 | 321 | 0.12% | — | 519 | +9,809 | New | Q4 2025 | Feb 20, 2026 |
| Family Manage LLC | History | Added to | 9,817 | 321 | 0.04% | 0.04% | 520 | +302 | 3.17% | Q4 2025 | Feb 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 9,765 | 319 | 0.0% | — | 521 | +9,765 | New | Q4 2025 | Feb 02, 2026 |
| Chico Wealth RIA | History | Added to | 9,728 | 318 | 0.21% | 0.2% | 524 | +352 | 3.75% | Q4 2025 | Feb 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 9,719 | 318 | 0.0% | 0.0% | 522 | -107 | -1.09% | Q4 2025 | Feb 17, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 9,717 | 318 | 0.03% | 0.03% | 523 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NorthAvenue LLC | History | New | 9,686 | 317 | 0.26% | — | 525 | +9,686 | New | Q4 2025 | Apr 02, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 9,650 | 315 | 0.08% | 0.08% | 526 | +56 | 0.58% | Q4 2025 | Jan 23, 2026 |
| Baird Financial Group, Inc. | History | Added to | 9,643 | 315 | 0.0% | 0.0% | 527 | +25 | 0.26% | Q4 2025 | Feb 13, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 9,447 | 309 | 0.0% | 0.03% | 528 | -48,565 | -83.72% | Q4 2025 | Feb 11, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 9,595 | 304 | 0.03% | 0.03% | 529 | -143 | -1.47% | Q4 2025 | Feb 12, 2026 |
| MB Generational Wealth, LLC | History | Added to | 9,298 | 304 | 0.16% | 0.18% | 530 | +81 | 0.88% | Q4 2025 | Feb 10, 2026 |
| Edge Financial Advisors LLC | History | Added to | 9,273 | 303 | 0.13% | 0.13% | 531 | +66 | 0.72% | Q4 2025 | Jan 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 9,257 | 302 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 9,204 | 301 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 9,196 | 300 | 0.1% | 0.1% | 534 | +30 | 0.33% | Q4 2025 | Feb 05, 2026 |
| WESBANCO BANK INC | History | No change | 9,111 | 298 | 0.01% | 0.01% | 535 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Sowell Financial Services LLC | History | No change | 9,067 | 296 | 0.01% | 0.01% | 536 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 9,006 | 294 | 0.0% | 0.0% | 537 | +7,932 | 738.55% | Q4 2025 | Feb 02, 2026 |
| Essential Planning, LLC. | History | Added to | 8,962 | 293 | 0.09% | 0.1% | 538 | +3 | 0.03% | Q4 2025 | Jan 15, 2026 |
| Ancora Advisors LLC | History | Reduced | 8,932 | 292 | 0.01% | 0.01% | 539 | -184 | -2.02% | Q4 2025 | Feb 17, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 8,623 | 282 | 0.16% | 0.16% | 540 | +373 | 4.52% | Q4 2025 | Feb 03, 2026 |
| BWM Planning, LLC | History | Added to | 8,594 | 281 | 0.08% | 0.08% | 541 | +61 | 0.71% | Q4 2025 | Jan 14, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 8,581 | 280 | 0.1% | 0.09% | 542 | +259 | 3.11% | Q4 2025 | Jan 30, 2026 |
| Everest Management Corp. | History | No change | 8,585 | 280 | 0.16% | 0.17% | 543 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 8,489 | 277 | 0.01% | — | 544 | +8,489 | New | Q4 2025 | Feb 13, 2026 |
| Selective Wealth Management, Inc. | History | New | 8,130 | 277 | 0.09% | — | 546 | +8,130 | New | Q4 2025 | Jan 16, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 8,463 | 277 | 0.05% | 0.04% | 545 | +1,152 | 15.76% | Q4 2025 | Jan 14, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 8,153 | 266 | 0.12% | 0.12% | 547 | +43 | 0.53% | Q4 2025 | Jan 23, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 8,080 | 264 | 0.02% | 0.02% | 548 | -479 | -5.6% | Q4 2025 | Jan 26, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 8,070 | 264 | 0.0% | 0.01% | 549 | -233 | -2.81% | Q4 2025 | Feb 17, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 7,981 | 261 | 0.05% | 0.05% | 550 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 7,967 | 260 | 0.05% | 0.05% | 551 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | New | 7,862 | 257 | 0.16% | — | 553 | +7,862 | New | Q4 2025 | Feb 09, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 7,875 | 257 | 0.01% | 0.01% | 552 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 7,845 | 256 | 0.0% | — | 554 | +7,845 | New | Q4 2025 | Feb 09, 2026 |
| Northeast Financial Group, Inc. | History | No change | 7,797 | 255 | 0.06% | 0.06% | 555 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 7,732 | 253 | 0.04% | 0.04% | 556 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Legacy Capital Group California, Inc. | History | New | 7,690 | 251 | 0.06% | — | 558 | +7,690 | New | Q4 2025 | Jan 28, 2026 |
| Lido Advisors, LLC | History | No change | 8,012 | 251 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| rebel Financial LLC | History | New | 7,667 | 250 | 0.11% | — | 559 | +7,667 | New | Q4 2025 | Mar 27, 2026 |
| Atlas Wealth LLC | History | No change | 7,619 | 249 | 0.08% | 0.08% | 560 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 7,543 | 246 | 0.04% | 0.04% | 561 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Vise Technologies, Inc. | History | New | 7,504 | 245 | 0.0% | — | 562 | +7,504 | New | Q4 2025 | Feb 11, 2026 |
| BDFS Capital LLC | History | New | 7,416 | 242 | 0.12% | — | 565 | +7,416 | New | Q4 2025 | Feb 26, 2026 |
| Cedar Point Capital Partners, LLC | History | No change | 7,420 | 242 | 0.15% | 0.15% | 563 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 7,423 | 242 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 7,322 | 239 | 0.02% | 0.02% | 566 | -356 | -4.64% | Q4 2025 | Feb 17, 2026 |
| Arbor Wealth Advisors LLC | History | No change | 7,267 | 237 | 0.17% | 0.17% | 567 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Brookstone Capital Management | History | Reduced | 7,036 | 230 | 0.0% | 0.01% | 568 | -13,404 | -65.58% | Q4 2025 | Jan 15, 2026 |
| Capital Planning Advisors, LLC | History | New | 7,029 | 230 | 0.03% | — | 569 | +7,029 | New | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 7,047 | 230 | 0.0% | 0.0% | 570 | +120 | 1.73% | Q4 2025 | Jan 14, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 6,964 | 227 | 0.06% | 0.06% | 571 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 6,919 | 226 | 0.0% | 0.0% | 572 | +490 | 7.62% | Q4 2025 | Feb 17, 2026 |
| RHS Financial, LLC | History | No change | 6,891 | 225 | 0.11% | 0.11% | 573 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Rodgers & Associates, LTD | History | No change | 6,896 | 225 | 0.02% | 0.02% | 574 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 6,836 | 223 | 0.03% | 0.03% | 575 | +48 | 0.71% | Q4 2025 | Jan 21, 2026 |
| Abacus Wealth Partners, LLC | History | New | 6,797 | 222 | 0.02% | — | 577 | +6,797 | New | Q4 2025 | Feb 05, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 6,792 | 222 | 0.09% | 0.06% | 576 | +142 | 2.14% | Q4 2025 | Feb 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 6,758 | 221 | 0.01% | 0.01% | 578 | -2,410 | -26.29% | Q4 2025 | Jan 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 6,716 | 219 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 6,671 | 218 | 0.01% | 0.01% | 580 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | New | 6,455 | 214 | 0.05% | — | 581 | +6,455 | New | Q4 2025 | Jan 06, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 6,537 | 213 | 0.02% | 0.02% | 582 | -14 | -0.21% | Q4 2025 | Feb 10, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 6,507 | 212 | 0.03% | — | 584 | +6,507 | New | Q4 2025 | Jan 15, 2026 |
| Ameritas Advisory Services, LLC | History | New | 6,492 | 212 | 0.01% | — | 583 | +6,492 | New | Q4 2025 | Feb 04, 2026 |
| Wescott Financial Advisory Group, LLC | History | New | 6,382 | 208 | 0.02% | — | 586 | +6,382 | New | Q4 2025 | Feb 12, 2026 |
| Hilltop Holdings Inc. | History | New | 6,369 | 208 | 0.01% | — | 585 | +6,369 | New | Q4 2025 | Feb 17, 2026 |
| True Wealth Design, LLC | History | Added to | 6,370 | 208 | 0.06% | 0.06% | 587 | +10 | 0.16% | Q4 2025 | Jan 08, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 6,344 | 207 | 0.01% | 0.04% | 588 | -16,066 | -71.69% | Q4 2025 | Feb 18, 2026 |
| Holistic Financial Partners | History | New | 6,305 | 206 | 0.07% | — | 590 | +6,305 | New | Q4 2025 | Jan 07, 2026 |
| Mutual Advisors, LLC | History | No change | 6,317 | 206 | 0.0% | 0.0% | 589 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 6,247 | 204 | 0.0% | — | 591 | +6,247 | New | Q4 2025 | Feb 13, 2026 |
| Csenge Advisory Group | History | New | 6,220 | 203 | 0.01% | — | 592 | +6,220 | New | Q4 2025 | Feb 06, 2026 |
| Compound Planning, Inc. | History | Reduced | 6,198 | 202 | 0.01% | 0.01% | 593 | -1,051 | -14.5% | Q4 2025 | Feb 19, 2026 |
| City State Bank | History | No change | 6,000 | 196 | 0.05% | 0.05% | 594 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| American Capital Advisory, LLC | History | Added to | 5,789 | 189 | 0.08% | 0.08% | 595 | +420 | 7.82% | Q4 2025 | Jan 30, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 5,640 | 184 | 0.07% | 0.06% | 596 | -80 | -1.4% | Q4 2025 | Jan 22, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 5,425 | 177 | 0.0% | 0.0% | 597 | -328 | -5.7% | Q4 2025 | Feb 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 5,295 | 173 | 0.01% | 0.01% | 598 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Investors Research Corp | History | No change | 4,911 | 160 | 0.03% | 0.03% | 599 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Cedar Wealth Management, LLC | History | No change | 4,709 | 154 | 0.05% | 0.05% | 600 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 4,700 | 153 | 0.02% | 0.02% | 601 | +28 | 0.6% | Q4 2025 | Feb 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 4,574 | 149 | 0.0% | 0.0% | 602 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 4,365 | 142 | 0.04% | 0.06% | 604 | -1,575 | -26.52% | Q4 2025 | Feb 06, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 4,360 | 142 | 0.01% | 0.01% | 603 | +8 | 0.18% | Q4 2025 | Feb 03, 2026 |
| Coston, McIsaac & Partners | History | Added to | 4,263 | 139 | 0.03% | 0.03% | 605 | +24 | 0.57% | Q4 2025 | Feb 03, 2026 |
| Parallel Advisors, LLC | History | Reduced | 4,202 | 137 | 0.0% | 0.0% | 606 | -1,186 | -22.01% | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 4,081 | 133 | 0.0% | 0.0% | 607 | +29 | 0.72% | Q4 2025 | Feb 11, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 4,071 | 133 | 0.01% | 0.01% | 608 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 3,473 | 113 | 0.0% | 0.0% | 609 | -448 | -11.43% | Q4 2025 | Feb 09, 2026 |
| Navigoe, LLC | History | No change | 3,319 | 108 | 0.07% | 0.07% | 610 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BOKF, NA | History | Reduced | 3,098 | 101 | 0.0% | 0.0% | 611 | -300 | -8.83% | Q4 2025 | Feb 03, 2026 |
| JNBA Financial Advisors | History | No change | 3,107 | 101 | 0.01% | 0.01% | 612 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 2,819 | 92 | 0.03% | 0.03% | 613 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SageView Advisory Group, LLC | History | New | 2,696 | 88 | 0.0% | — | 614 | +2,696 | New | Q4 2025 | Feb 17, 2026 |
| Orion Capital Management LLC | History | Reduced | 2,601 | 85 | 0.03% | 0.03% | 615 | -45 | -1.7% | Q4 2025 | Feb 03, 2026 |
| Nemes Rush Group LLC | History | Added to | 2,538 | 83 | 0.01% | 0.01% | 616 | +147 | 6.15% | Q4 2025 | Feb 11, 2026 |
| Heritage Wealth Advisors | History | No change | 2,517 | 82 | 0.0% | 0.0% | 617 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 2,475 | 81 | 0.01% | 0.01% | 618 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 2,413 | 78 | 0.01% | 0.01% | 619 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,259 | 73 | 0.0% | 0.0% | 620 | +5 | 0.22% | Q4 2025 | Jan 28, 2026 |
| McIlrath & Eck, LLC | History | Added to | 2,108 | 68 | 0.01% | 0.01% | 621 | +15 | 0.72% | Q4 2025 | Feb 03, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,071 | 67 | 0.0% | 0.0% | 622 | +15 | 0.73% | Q4 2025 | Jan 20, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 2,002 | 65 | 0.06% | — | 624 | +2,002 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,997 | 65 | 0.0% | 0.0% | 623 | -1,658 | -45.36% | Q4 2025 | Feb 12, 2026 |
| Copia Wealth Management | History | No change | 1,893 | 61 | 0.04% | 0.04% | 625 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 1,834 | 60 | 0.09% | 0.08% | 626 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,831 | 59 | 0.0% | 0.0% | 627 | -2,074 | -53.11% | Q4 2025 | Feb 13, 2026 |
| Rossby Financial, LCC | History | No change | 1,823 | 59 | 0.02% | 0.02% | 628 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Miller Capital Partners, Inc. | History | New | 1,718 | 56 | 0.03% | — | 629 | +1,718 | New | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | Added to | 1,627 | 53 | 0.0% | 0.0% | 630 | +11 | 0.68% | Q4 2025 | Feb 02, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,626 | 53 | 0.02% | 0.02% | 631 | +3 | 0.18% | Q4 2025 | Jan 09, 2026 |
| Olistico Wealth, LLC | History | New | 1,566 | 51 | 0.02% | — | 632 | +1,566 | New | Q4 2025 | Jan 13, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 1,539 | 50 | 0.02% | 0.02% | 633 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Arax Advisory Partners | History | New | 1,267 | 41 | 0.0% | — | 634 | +1,267 | New | Q4 2025 | Feb 13, 2026 |
| Key FInancial Inc | History | No change | 1,225 | 40 | 0.01% | 0.01% | 635 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 1,139 | 37 | 0.02% | 0.02% | 637 | +5 | 0.44% | Q4 2025 | Feb 02, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,132 | 37 | 0.0% | 0.0% | 636 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Private Wealth Management Group, LLC | History | No change | 1,039 | 34 | 0.01% | 0.01% | 638 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 1,010 | 33 | 0.03% | — | 639 | +1,010 | New | Q4 2025 | Feb 12, 2026 |
| Rialto Wealth Management, LLC | History | No change | 883 | 28 | 0.01% | 0.01% | 640 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 759 | 24 | 0.01% | 0.01% | 641 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| Tradewinds Capital Management, LLC | History | New | 633 | 20 | 0.0% | — | 642 | +633 | New | Q4 2025 | Jan 14, 2026 |
| Winch Advisory Services, LLC | History | Added to | 597 | 19 | 0.0% | 0.0% | 643 | +4 | 0.67% | Q4 2025 | Feb 03, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 557 | 18 | 0.0% | 0.0% | 644 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 549 | 17 | 0.0% | — | 645 | +549 | New | Q4 2025 | Jan 21, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 515 | 16 | 0.02% | — | 647 | +515 | New | Q4 2025 | Feb 19, 2026 |
| Global Wealth Strategies & Associates | History | No change | 517 | 16 | 0.0% | 0.0% | 646 | 0 | 0.0% | Q4 2025 | Jan 02, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 416 | 13 | 0.0% | 0.0% | 648 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CENTRAL TRUST Co | History | Added to | 357 | 11 | 0.0% | 0.0% | 649 | +198 | 124.53% | Q4 2025 | Feb 02, 2026 |
| Quattro Advisors LLC | History | New | 309 | 10 | 0.01% | — | 650 | +309 | New | Q4 2025 | Feb 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 282 | 9 | 0.01% | — | 652 | +282 | New | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | No change | 294 | 9 | 0.0% | 0.0% | 651 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 273 | 8 | 0.0% | — | 654 | +273 | New | Q4 2025 | Jan 27, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 248 | 8 | 0.0% | 0.0% | 653 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 230 | 7 | 0.0% | 0.0% | 655 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 189 | 6 | 0.09% | 0.07% | 656 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Wilkerson Advisory Group LLC | History | New | 176 | 5 | 0.0% | — | 658 | +176 | New | Q4 2025 | Feb 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | Added to | 167 | 5 | 0.0% | 0.0% | 657 | +1 | 0.6% | Q4 2025 | Mar 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 63 | 2 | 0.0% | 0.0% | 659 | -354 | -84.89% | Q4 2025 | Jan 14, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 43 | 1 | 0.0% | 0.0% | 660 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -217,864 | -100.0% | Q3 2025 | Oct 23, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -103,866 | -100.0% | Q3 2025 | Nov 14, 2025 |
| My Personal CFO, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -33,627 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SCS Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,247 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Abundance Wealth Counselors | History | Closed out | 0 | 0 | — | 0.06% | — | -10,706 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Total Wealth Planning, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,486 | -100.0% | Q3 2025 | Oct 17, 2025 |
| McCarthy Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -9,912 | -100.0% | Q3 2025 | Oct 23, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,852 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Orin Green Financial, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -8,786 | -100.0% | Q3 2025 | Oct 28, 2025 |
| First Heartland Consultants, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -8,713 | -100.0% | Q3 2025 | Nov 10, 2025 |
| TABLEAUX LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -8,708 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Heritage Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -7,837 | -100.0% | Q3 2025 | Nov 04, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -5,162 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Grey Fox Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,933 | -100.0% | Q3 2025 | Oct 29, 2025 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,744 | -100.0% | Q3 2025 | Oct 07, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,360 | -100.0% | Q3 2025 | Nov 18, 2025 |
| ST GERMAIN D J CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -668 | -100.0% | Q3 2025 | Oct 07, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -276 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ORG Wealth Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q3 2025 | Oct 24, 2025 |
| BlackRock, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |