Dimensional ETF Trust - DFCF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cornerstone Wealth Partners, LLC | History | New | 87,513 | 3,724,130 | 2.58% | — | 1 | +87,513 | New | Q4 2025 | Feb 17, 2026 |
| Truepoint, Inc. | History | Added to | 12,543,839 | 533,865 | 12.01% | 11.96% | 2 | +521,755 | 4.34% | Q4 2025 | Feb 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 9,457,165 | 402,496 | 0.49% | 0.53% | 3 | -969,489 | -9.3% | Q4 2025 | Feb 13, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 4,538,370 | 193,153 | 1.96% | 1.89% | 4 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 4,387,901 | 186,749 | 17.93% | — | 5 | +4,387,901 | New | Q4 2025 | Feb 11, 2026 |
| Savant Capital, LLC | History | Added to | 4,330,640 | 184,312 | 1.05% | 0.73% | 6 | +1,500,709 | 53.03% | Q4 2025 | Feb 10, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 3,700,845 | 157,507 | 9.57% | 9.39% | 7 | +287,716 | 8.43% | Q4 2025 | Jan 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 3,439,520 | 146,385 | 1.03% | 0.25% | 8 | +2,753,953 | 401.7% | Q4 2025 | Feb 18, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 3,229,584 | 137,451 | 1.35% | 1.27% | 9 | +337,311 | 11.66% | Q4 2025 | Feb 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 3,223,364 | 137,186 | 9.45% | 9.56% | 10 | +69,004 | 2.19% | Q4 2025 | Feb 23, 2026 |
| Great Waters Wealth Management | History | Added to | 3,114,229 | 132,541 | 14.58% | 13.94% | 11 | +355,281 | 12.88% | Q4 2025 | Jan 15, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 2,883,234 | 122,710 | 5.52% | 0.43% | 12 | +2,683,370 | 1342.6% | Q4 2025 | Jan 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 2,700,637 | 114,939 | 5.87% | 5.41% | 13 | +645,768 | 31.43% | Q4 2025 | Feb 10, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 2,638,266 | 112,284 | 7.24% | 6.69% | 14 | +268,092 | 11.31% | Q4 2025 | Jan 26, 2026 |
| Apella Capital, LLC | History | Added to | 2,604,385 | 110,842 | 2.19% | 2.22% | 15 | +298,264 | 12.93% | Q4 2025 | Jan 21, 2026 |
| Vise Technologies, Inc. | History | Added to | 2,458,323 | 104,626 | 2.05% | 1.04% | 16 | +1,803,080 | 275.18% | Q4 2025 | Feb 11, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 2,443,342 | 103,988 | 11.31% | 10.8% | 17 | +198,940 | 8.86% | Q4 2025 | Jan 16, 2026 |
| WPWealth LLP | History | Added to | 1,986,920 | 84,563 | 13.24% | 13.72% | 18 | +23,989 | 1.22% | Q4 2025 | Feb 13, 2026 |
| Stratos Investment Management, LLC | History | Added to | 1,917,407 | 81,604 | 3.27% | 3.24% | 19 | +78,956 | 4.29% | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | New | 1,879,309 | 79,983 | 0.33% | — | 20 | +1,879,309 | New | Q4 2025 | Feb 05, 2026 |
| Core Wealth Management, Inc. | History | Added to | 1,713,920 | 72,944 | 22.72% | 22.47% | 21 | +81,838 | 5.01% | Q4 2025 | Jan 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,689,226 | 71,893 | 0.08% | 0.08% | 22 | +125,625 | 8.03% | Q4 2025 | Feb 06, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 1,482,893 | 63,111 | 9.81% | 9.56% | 23 | +75,270 | 5.35% | Q4 2025 | Jan 23, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 1,473,372 | 62,706 | 10.1% | 9.77% | 24 | +167,942 | 12.86% | Q4 2025 | Jan 28, 2026 |
| Pathstone Holdings, LLC | History | New | 1,391,353 | 59,215 | 0.23% | — | 25 | +1,391,353 | New | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,260,164 | 53,632 | 0.07% | 0.07% | 26 | +20,668 | 1.67% | Q4 2025 | Feb 12, 2026 |
| GeoWealth Management, LLC | History | Added to | 1,239,238 | 52,742 | 1.94% | 1.86% | 27 | +44,391 | 3.72% | Q4 2025 | Feb 17, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 1,238,970 | 52,730 | 15.91% | 15.31% | 28 | +118,452 | 10.57% | Q4 2025 | Jan 23, 2026 |
| Betterment LLC | History | Added to | 1,179,477 | 50,199 | 0.1% | 0.1% | 29 | +37,338 | 3.27% | Q4 2025 | Feb 12, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 1,159,475 | 49,347 | 5.23% | 4.47% | 30 | +216,737 | 22.99% | Q4 2025 | Jan 09, 2026 |
| HEFFERNAN ADVISORY, INC | History | New | 1,152,171 | 49,036 | 46.94% | — | 31 | +1,152,171 | New | Q4 2025 | Feb 03, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 1,125,248 | 47,890 | 15.7% | 11.69% | 32 | +458,412 | 68.74% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 1,089,632 | 46,374 | 0.01% | 0.01% | 33 | -4,581 | -0.42% | Q4 2025 | Feb 11, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 1,005,708 | 43,004 | 0.99% | 1.13% | 34 | -35,535 | -3.41% | Q4 2025 | Feb 09, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 997,489 | 42,453 | 7.72% | 0.67% | 35 | +19,827 | 2.03% | Q4 2025 | Mar 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 934,515 | 39,772 | 0.01% | 0.01% | 36 | +487,664 | 109.13% | Q4 2025 | Feb 18, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 876,022 | 37,520 | 3.9% | 4.08% | 37 | +3,644 | 0.42% | Q4 2025 | Feb 12, 2026 |
| Annandale Capital, LLC | History | Added to | 841,374 | 35,809 | 4.25% | 5.82% | 38 | +40,562 | 5.07% | Q4 2025 | Feb 12, 2026 |
| Grunden Financial Advisory, Inc. | History | Added to | 834,031 | 35,496 | 13.87% | 14.2% | 39 | +17,265 | 2.11% | Q4 2025 | Jan 27, 2026 |
| ROYAL BANK OF CANADA | History | New | 793,653 | 33,778 | 0.01% | — | 40 | +793,653 | New | Q4 2025 | Feb 17, 2026 |
| Tencap Wealth Coaching, LLC | History | New | 766,501 | 32,653 | 12.36% | — | 41 | +766,501 | New | Q4 2025 | Feb 11, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 764,149 | 32,514 | 8.16% | 7.78% | 42 | +73,825 | 10.69% | Q4 2025 | Jan 06, 2026 |
| Aspen Capital Management, LLC | History | Added to | 748,994 | 31,877 | 7.89% | 7.51% | 43 | +59,960 | 8.7% | Q4 2025 | Jan 29, 2026 |
| Opus Capital Group, LLC | History | Added to | 737,053 | 31,369 | 3.4% | 3.35% | 44 | +39,040 | 5.59% | Q4 2025 | Jan 30, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 735,907 | 31,320 | 1.0% | 1.9% | 45 | -796,554 | -51.98% | Q4 2025 | Jan 09, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 717,629 | 30,542 | 11.94% | 12.32% | 46 | +7,662 | 1.08% | Q4 2025 | Feb 05, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 687,752 | 29,270 | 13.1% | 12.44% | 47 | +69,558 | 11.25% | Q4 2025 | Jan 06, 2026 |
| BCR Wealth Strategies, LLC | History | Added to | 681,575 | 29,007 | 9.62% | 9.89% | 48 | +23,603 | 3.59% | Q4 2025 | Jan 23, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 663,250 | 28,227 | 3.64% | 2.14% | 49 | +307,394 | 86.38% | Q4 2025 | Feb 04, 2026 |
| Ferguson Johnson Wealth Management Inc | History | New | 661,532 | 28,154 | 23.41% | — | 50 | +661,532 | New | Q4 2025 | Feb 06, 2026 |
| Tillman Hartley LLC | History | Added to | 660,817 | 28,124 | 7.06% | 6.93% | 51 | +34,883 | 5.57% | Q4 2025 | Feb 13, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 659,345 | 28,061 | 16.98% | 17.18% | 52 | +31,834 | 5.07% | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 653,596 | 27,817 | 0.01% | 0.01% | 53 | +23,397 | 3.71% | Q4 2025 | Feb 10, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 621,440 | 26,448 | 5.82% | 6.02% | 54 | +19,146 | 3.18% | Q4 2025 | Jan 29, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 608,500 | 25,897 | 4.92% | 4.6% | 55 | +64,558 | 11.87% | Q4 2025 | Feb 11, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 602,731 | 25,652 | 5.85% | 5.84% | 56 | +58,901 | 10.83% | Q4 2025 | Jan 21, 2026 |
| Pioneer Wealth Management Group | History | Added to | 596,465 | 25,385 | 7.71% | 2.48% | 57 | +416,547 | 231.52% | Q4 2025 | Jan 12, 2026 |
| Krilogy Financial LLC | History | Added to | 593,348 | 25,318 | 0.86% | 0.9% | 58 | +34,707 | 6.21% | Q4 2025 | Jan 27, 2026 |
| ASSETMARK, INC | History | Reduced | 569,122 | 24,221 | 0.05% | 0.05% | 59 | -14,121 | -2.42% | Q4 2025 | Jan 23, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 566,442 | 24,107 | 9.05% | 8.12% | 60 | +100,635 | 21.6% | Q4 2025 | Feb 09, 2026 |
| SNS Financial Group, LLC | History | Added to | 558,044 | 23,750 | 2.05% | 1.95% | 61 | +32,980 | 6.28% | Q4 2025 | Feb 02, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 550,319 | 23,421 | 6.68% | 5.75% | 62 | +106,992 | 24.13% | Q4 2025 | Feb 17, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Added to | 526,635 | 22,413 | 8.66% | 8.97% | 63 | +34,728 | 7.06% | Q4 2025 | Feb 04, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 521,395 | 22,190 | 9.02% | 5.61% | 64 | +36,160 | 7.45% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 518,501 | 22,067 | 0.13% | 0.14% | 65 | -8,315 | -1.58% | Q4 2025 | Jan 26, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 511,410 | 21,765 | 9.23% | 8.81% | 66 | +39,694 | 8.41% | Q4 2025 | Jan 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 508,821 | 21,656 | 0.03% | 0.02% | 67 | +93,048 | 22.38% | Q4 2025 | Feb 17, 2026 |
| Verisail Partners, LLC | History | Added to | 506,597 | 21,560 | 8.86% | 8.79% | 68 | +22,010 | 4.54% | Q4 2025 | Jan 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 504,157 | 21,456 | 0.0% | 0.0% | 69 | +55,368 | 12.34% | Q4 2025 | Feb 11, 2026 |
| BCO Wealth Management LLC | History | Added to | 502,682 | 21,394 | 13.12% | 13.19% | 70 | +35,259 | 7.54% | Q4 2025 | Jan 14, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 502,032 | 21,366 | 1.56% | 1.49% | 71 | +38,319 | 8.26% | Q4 2025 | Feb 10, 2026 |
| Alpha Financial Advisors, LLC | History | Added to | 496,255 | 21,120 | 6.46% | 6.42% | 72 | +70,072 | 16.44% | Q4 2025 | Jan 20, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 488,685 | 20,798 | 0.12% | 0.14% | 73 | -57,757 | -10.57% | Q4 2025 | Feb 03, 2026 |
| DAVENPORT & Co LLC | History | Added to | 459,584 | 19,559 | 0.1% | 0.09% | 74 | +61,872 | 15.56% | Q4 2025 | Jan 12, 2026 |
| Aurelius Family Office LLC | History | Added to | 458,826 | 19,555 | 8.41% | 8.21% | 75 | +27,087 | 6.27% | Q4 2025 | Jan 09, 2026 |
| Financial Plan, Inc. | History | New | 451,001 | 19,194 | 2.2% | — | 76 | +451,001 | New | Q4 2025 | Jan 28, 2026 |
| Momentous Wealth Management, Inc. | History | Added to | 444,774 | 18,929 | 10.73% | 10.93% | 77 | +41,466 | 10.28% | Q4 2025 | Feb 17, 2026 |
| Note Advisors, LLC | History | Added to | 441,567 | 18,801 | 9.64% | 8.57% | 78 | +104,368 | 30.95% | Q4 2025 | Feb 18, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 433,534 | 18,451 | 3.86% | 3.9% | 79 | -3,995 | -0.91% | Q4 2025 | Jan 08, 2026 |
| Babb Wealth Advisors LLC | History | Added to | 431,748 | 18,375 | 10.37% | 10.1% | 80 | +68,299 | 18.79% | Q4 2025 | Feb 11, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 426,293 | 18,143 | 3.3% | 3.61% | 81 | -18,135 | -4.08% | Q4 2025 | Feb 05, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 425,300 | 18,100 | 2.13% | 2.11% | 82 | +14,055 | 3.42% | Q4 2025 | Jan 20, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 410,406 | 17,495 | 0.43% | 0.43% | 83 | +27,659 | 7.23% | Q4 2025 | Jan 28, 2026 |
| RCS Financial Planning, LLC | History | Added to | 403,359 | 17,166 | 7.4% | 7.62% | 84 | +1,166 | 0.29% | Q4 2025 | Jan 15, 2026 |
| Arax Advisory Partners | History | New | 399,429 | 16,999 | 0.49% | — | 85 | +399,429 | New | Q4 2025 | Feb 13, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 395,624 | 16,859 | 9.17% | 9.29% | 86 | +13,698 | 3.59% | Q4 2025 | Feb 18, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 394,615 | 16,794 | 11.91% | 11.87% | 87 | +17,868 | 4.74% | Q4 2025 | Jan 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 392,781 | 16,716 | 0.61% | 1.12% | 88 | -162,874 | -29.31% | Q4 2025 | Feb 09, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 389,673 | 16,635 | 0.78% | 0.85% | 89 | +47,062 | 13.74% | Q4 2025 | Feb 03, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 371,289 | 15,802 | 1.62% | 1.65% | 90 | -17,516 | -4.51% | Q4 2025 | Feb 10, 2026 |
| Guardian Wealth Management, LLC | History | New | 367,323 | 15,633 | 4.96% | — | 91 | +367,323 | New | Q4 2025 | Jan 20, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 359,205 | 15,287 | 8.3% | 8.51% | 92 | +7,994 | 2.28% | Q4 2025 | Feb 02, 2026 |
| Wheels Up Wealth, Inc. | History | New | 358,722 | 15,267 | 14.22% | — | 93 | +358,722 | New | Q4 2025 | Feb 17, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 348,794 | 14,844 | 4.64% | 4.91% | 94 | +1,623 | 0.47% | Q4 2025 | Jan 12, 2026 |
| Mattern Wealth Management LLC | History | Added to | 338,205 | 14,393 | 2.77% | 2.77% | 95 | +13,349 | 4.11% | Q4 2025 | Jan 16, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 329,383 | 14,018 | 0.02% | 0.02% | 96 | +33,519 | 11.33% | Q4 2025 | Feb 02, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 324,982 | 13,831 | 3.63% | 3.6% | 97 | +18,172 | 5.92% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 319,935 | 13,645 | 0.02% | 0.02% | 98 | +11,063 | 3.58% | Q4 2025 | Jan 08, 2026 |
| DRAVO BAY LLC | History | Added to | 319,513 | 13,598 | 5.65% | 5.43% | 99 | +32,120 | 11.18% | Q4 2025 | Jan 27, 2026 |
| City State Bank | History | Added to | 318,066 | 13,536 | 3.71% | 3.65% | 100 | +22,277 | 7.53% | Q4 2025 | Jan 28, 2026 |
| Divergent Planning, LLC | History | Added to | 314,352 | 13,375 | 3.42% | 3.55% | 101 | +2,999 | 0.96% | Q4 2025 | Jan 12, 2026 |
| BWM Planning, LLC | History | Added to | 311,696 | 13,265 | 3.54% | 3.51% | 102 | +36,129 | 13.11% | Q4 2025 | Jan 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 309,670 | 13,179 | 0.18% | 0.22% | 103 | +37,547 | 13.8% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 306,720 | 13,054 | 0.01% | 0.01% | 104 | +27,404 | 9.81% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 304,801 | 12,972 | 0.15% | 0.11% | 105 | +25,191 | 9.01% | Q4 2025 | Feb 13, 2026 |
| Johnson Wealth Management, LLC | History | New | 301,735 | 12,841 | 6.39% | — | 106 | +301,735 | New | Q4 2025 | Feb 11, 2026 |
| Meredith Wealth Planning | History | Added to | 301,384 | 12,826 | 3.82% | 3.93% | 107 | +11,088 | 3.82% | Q4 2025 | Jan 16, 2026 |
| Austin Wealth Management, LLC | History | Added to | 301,022 | 12,823 | 1.89% | 2.01% | 108 | +3,651 | 1.23% | Q4 2025 | Jan 26, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Added to | 301,280 | 12,822 | 5.56% | 5.38% | 109 | +15,859 | 5.56% | Q4 2025 | Feb 09, 2026 |
| One Degree Advisors Inc | History | Added to | 297,403 | 12,657 | 3.48% | 3.74% | 110 | +12,068 | 4.23% | Q4 2025 | Feb 06, 2026 |
| Daner Wealth Management, LLC | History | Added to | 289,285 | 12,407 | 7.59% | 7.94% | 111 | +6,045 | 2.13% | Q4 2025 | Feb 11, 2026 |
| SageOak Financial, LLC | History | Added to | 287,570 | 12,238 | 8.86% | 8.68% | 112 | +11,492 | 4.16% | Q4 2025 | Feb 13, 2026 |
| Financial Symmetry Inc | History | Added to | 286,109 | 12,176 | 4.97% | 4.77% | 113 | +37,149 | 14.92% | Q4 2025 | Jan 28, 2026 |
| Mariner, LLC | History | Reduced | 282,818 | 12,036 | 0.01% | 0.02% | 114 | -41,090 | -12.69% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 278,302 | 11,844 | 0.24% | 0.0% | 115 | +278,083 | 126978.54% | Q4 2025 | Feb 09, 2026 |
| Concord Wealth Partners | History | Added to | 274,432 | 11,679 | 1.52% | 1.15% | 116 | +79,695 | 40.92% | Q4 2025 | Jan 29, 2026 |
| Graver Capital Management, LLC | History | Added to | 272,051 | 11,578 | 9.15% | 8.65% | 117 | +31,913 | 13.29% | Q4 2025 | Feb 13, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 270,870 | 11,528 | 10.17% | — | 118 | +270,870 | New | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 269,832 | 11,484 | 0.12% | 0.16% | 119 | +27,948 | 11.55% | Q4 2025 | Jan 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 269,454 | 11,467 | 0.0% | 0.0% | 120 | +44,787 | 19.93% | Q4 2025 | Feb 17, 2026 |
| XY Planning Network, Inc. | History | Added to | 268,242 | 11,416 | 1.99% | 3.27% | 121 | +40,992 | 18.04% | Q4 2025 | Jan 26, 2026 |
| HB Wealth Management, LLC | History | Added to | 265,181 | 11,286 | 0.07% | 0.07% | 122 | +31,457 | 13.46% | Q4 2025 | Jan 28, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 261,907 | 11,146 | 2.56% | 2.43% | 123 | +25,269 | 10.68% | Q4 2025 | Jan 06, 2026 |
| Sterling Wealth Advisors Inc | History | Added to | 260,373 | 11,081 | 6.69% | 4.89% | 124 | +82,892 | 46.7% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 254,491 | 10,831 | 0.03% | 0.02% | 125 | +54,836 | 27.47% | Q4 2025 | Feb 05, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 253,136 | 10,773 | 4.12% | 4.07% | 126 | +17,713 | 7.52% | Q4 2025 | Jan 30, 2026 |
| Yardley Wealth Management LLC | History | Added to | 251,065 | 10,685 | 5.68% | 5.56% | 127 | +18,243 | 7.84% | Q4 2025 | Feb 05, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Added to | 250,169 | 10,647 | 6.13% | 6.22% | 128 | +4,200 | 1.71% | Q4 2025 | Jan 16, 2026 |
| ERn Financial, LLC | History | Added to | 249,044 | 10,599 | 1.99% | 1.98% | 129 | +14,781 | 6.31% | Q4 2025 | Jan 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 247,002 | 10,512 | 0.13% | 0.19% | 130 | -145,229 | -37.03% | Q4 2025 | Feb 11, 2026 |
| Essential Planning, LLC. | History | Added to | 246,127 | 10,475 | 3.34% | 3.31% | 131 | +21,216 | 9.43% | Q4 2025 | Jan 15, 2026 |
| Torren Management, LLC | History | New | 245,428 | 10,445 | 5.33% | — | 132 | +245,428 | New | Q4 2025 | Jan 30, 2026 |
| Corient Private Wealth LLC | History | Added to | 238,335 | 10,143 | 0.01% | 0.01% | 133 | +30,858 | 14.87% | Q4 2025 | Mar 09, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 232,460 | 9,893 | 6.89% | 5.25% | 134 | +65,488 | 39.22% | Q4 2025 | Jan 23, 2026 |
| ArborFi Advisors, LLC | History | Reduced | 224,892 | 9,571 | 7.77% | 7.95% | 135 | -3,560 | -1.56% | Q4 2025 | Jan 29, 2026 |
| United Wealth Management, LLC | History | Added to | 224,296 | 9,546 | 2.47% | 2.43% | 136 | +15,042 | 7.19% | Q4 2025 | Feb 11, 2026 |
| Burk Holdings LLC | History | Added to | 218,285 | 9,290 | 4.43% | 3.92% | 137 | +46,801 | 27.29% | Q4 2025 | Feb 12, 2026 |
| Tradewinds, LLC. | History | Added to | 216,388 | 9,209 | 2.2% | 1.03% | 138 | +117,172 | 118.1% | Q4 2025 | Feb 13, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 216,043 | 9,194 | 5.06% | 4.52% | 139 | +56,413 | 35.34% | Q4 2025 | Feb 13, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 210,429 | 8,955 | 1.78% | 1.79% | 140 | +6,635 | 3.26% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Reduced | 210,010 | 8,938 | 0.01% | 0.01% | 141 | -1,393 | -0.66% | Q4 2025 | Feb 13, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 207,709 | 8,840 | 0.1% | 0.11% | 142 | -17,888 | -7.93% | Q4 2025 | Jan 21, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 204,848 | 8,718 | 6.19% | — | 143 | +204,848 | New | Q4 2025 | Jan 26, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 202,969 | 8,638 | 0.52% | 0.54% | 144 | -14,665 | -6.74% | Q4 2025 | Jan 20, 2026 |
| Berger Financial Group, Inc | History | Added to | 201,212 | 8,563 | 0.5% | 0.4% | 145 | +44,873 | 28.7% | Q4 2025 | Jan 27, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 197,721 | 8,415 | 1.3% | 0.88% | 146 | +70,893 | 55.9% | Q4 2025 | Jan 21, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Added to | 195,270 | 8,310 | 1.84% | 1.82% | 147 | +12,930 | 7.09% | Q4 2025 | Jan 23, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 194,784 | 8,290 | 1.19% | 1.21% | 148 | +17,652 | 9.97% | Q4 2025 | Feb 09, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 194,532 | 8,279 | 0.39% | 0.58% | 149 | -57,825 | -22.91% | Q4 2025 | Jan 12, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 191,896 | 8,167 | 1.03% | 1.12% | 150 | +559 | 0.29% | Q4 2025 | Jan 21, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 186,347 | 7,930 | 4.35% | 4.37% | 151 | +7,031 | 3.92% | Q4 2025 | Jan 21, 2026 |
| marrick wealth, LLC | History | New | 185,406 | 7,890 | 6.46% | — | 152 | +185,406 | New | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | Added to | 183,650 | 7,816 | 0.26% | 0.26% | 153 | +7,225 | 4.1% | Q4 2025 | Feb 17, 2026 |
| Coston, McIsaac & Partners | History | Added to | 182,332 | 7,759 | 1.8% | 1.18% | 154 | +66,069 | 56.83% | Q4 2025 | Feb 03, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 174,591 | 7,430 | 1.11% | 1.55% | 155 | +12,079 | 7.43% | Q4 2025 | Feb 03, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 174,426 | 7,423 | 2.7% | 2.65% | 156 | +12,205 | 7.52% | Q4 2025 | Jan 27, 2026 |
| Vested Financial Planning, LLC | History | Added to | 170,638 | 7,262 | 5.59% | 5.67% | 157 | +7,169 | 4.39% | Q4 2025 | Jan 23, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 167,435 | 7,126 | 3.81% | 3.86% | 158 | +4,912 | 3.02% | Q4 2025 | Feb 06, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 164,820 | 7,014 | 1.83% | 1.8% | 159 | +9,031 | 5.8% | Q4 2025 | Feb 02, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 161,692 | 6,881 | 1.05% | 1.08% | 160 | +3,746 | 2.37% | Q4 2025 | Jan 30, 2026 |
| Parker Financial LLC | History | Added to | 159,127 | 6,772 | 2.75% | 2.72% | 161 | +4,228 | 2.73% | Q4 2025 | Feb 03, 2026 |
| Citrine Capital LLC | History | Added to | 158,748 | 6,756 | 3.14% | 2.81% | 162 | +16,789 | 11.83% | Q4 2025 | Jan 20, 2026 |
| CGN Advisors LLC | History | Added to | 157,452 | 6,701 | 0.53% | 0.55% | 163 | +1,943 | 1.25% | Q4 2025 | Jan 05, 2026 |
| Herold Advisors, Inc. | History | Added to | 157,061 | 6,684 | 1.49% | 1.51% | 164 | +4,710 | 3.09% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 156,356 | 6,655 | 0.01% | — | 165 | +156,356 | New | Q4 2025 | Feb 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 156,215 | 6,648 | 0.13% | 0.09% | 166 | +62,646 | 66.95% | Q4 2025 | Feb 06, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 154,300 | 6,567 | 0.16% | 0.16% | 167 | +2,618 | 1.73% | Q4 2025 | Feb 13, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Added to | 154,156 | 6,560 | 4.37% | 4.62% | 168 | +3,858 | 2.57% | Q4 2025 | Jan 07, 2026 |
| Foundry Financial LLC | History | New | 152,967 | 6,510 | 3.42% | — | 169 | +152,967 | New | Q4 2025 | Feb 17, 2026 |
| Approach Retirement Advisors, LLC | History | New | 152,888 | 6,506 | 5.6% | — | 170 | +152,888 | New | Q4 2025 | Jan 29, 2026 |
| LVZ, Inc. | History | Added to | 151,953 | 6,467 | 0.72% | 0.61% | 171 | +27,026 | 21.63% | Q4 2025 | Feb 10, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 150,188 | 6,392 | 0.85% | — | 172 | +150,188 | New | Q4 2025 | Feb 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 149,946 | 6,381 | 0.07% | 0.07% | 173 | +3,208 | 2.19% | Q4 2025 | Jan 20, 2026 |
| CLG LLC | History | Added to | 148,199 | 6,307 | 1.57% | 1.39% | 174 | +28,701 | 24.02% | Q4 2025 | Jan 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 147,164 | 6,263 | 0.23% | 0.23% | 175 | +9,152 | 6.63% | Q4 2025 | Jan 21, 2026 |
| Forum Financial Management, LP | History | Reduced | 147,033 | 6,257 | 0.08% | 0.11% | 176 | -39,318 | -21.1% | Q4 2025 | Jan 27, 2026 |
| IFG Advisory, LLC | History | Added to | 146,422 | 6,231 | 0.27% | 0.22% | 177 | +31,696 | 27.63% | Q4 2025 | Feb 10, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 144,834 | 6,164 | 2.53% | 2.35% | 178 | +16,927 | 13.23% | Q4 2025 | Jan 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 143,133 | 6,091 | 0.04% | 0.05% | 179 | +4,753 | 3.43% | Q4 2025 | Feb 12, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 141,909 | 6,039 | 1.8% | 2.13% | 180 | -17,161 | -10.79% | Q4 2025 | Feb 10, 2026 |
| Arnold Financial Planning LLC | History | New | 138,026 | 5,874 | 6.06% | — | 181 | +138,026 | New | Q4 2025 | Jan 27, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 136,581 | 5,812 | 3.64% | 3.8% | 182 | +1,490 | 1.1% | Q4 2025 | Feb 24, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 134,290 | 5,717 | 1.37% | 1.49% | 183 | +2,378 | 1.8% | Q4 2025 | Feb 27, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 133,858 | 5,696 | 0.3% | 0.27% | 184 | +22,099 | 19.77% | Q4 2025 | Jan 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 130,354 | 5,547 | 0.11% | 0.1% | 185 | +21,605 | 19.87% | Q4 2025 | Jan 14, 2026 |
| Cogent Private Wealth, Inc. | History | New | 128,242 | 5,457 | 4.16% | — | 186 | +128,242 | New | Q4 2025 | Feb 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 127,787 | 5,438 | 0.2% | 0.24% | 187 | -15,353 | -10.73% | Q4 2025 | Feb 06, 2026 |
| FinDec Wealth Services, Inc. | History | Added to | 124,953 | 5,317 | 5.7% | 5.5% | 188 | +627 | 0.5% | Q4 2025 | Feb 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 124,797 | 5,311 | 0.02% | 0.02% | 189 | +30,680 | 32.6% | Q4 2025 | Feb 13, 2026 |
| Navigoe, LLC | History | Added to | 123,885 | 5,272 | 3.25% | 2.88% | 190 | +18,547 | 17.61% | Q4 2025 | Feb 03, 2026 |
| Vantage Point Financial LLC | History | Added to | 120,856 | 5,143 | 1.84% | 1.95% | 191 | +3,353 | 2.85% | Q4 2025 | Feb 02, 2026 |
| Applied Capital LLC | History | Added to | 119,597 | 5,090 | 1.96% | 1.85% | 192 | +12,082 | 11.24% | Q4 2025 | Jan 16, 2026 |
| E6 Portfolios, LLC | History | New | 118,448 | 5,041 | 5.77% | — | 193 | +118,448 | New | Q4 2025 | Feb 13, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 118,435 | 5,040 | 1.04% | 1.06% | 194 | +1,387 | 1.18% | Q4 2025 | Feb 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 118,335 | 5,036 | 0.68% | — | 195 | +118,335 | New | Q4 2025 | Feb 09, 2026 |
| MATHER GROUP, LLC. | History | Added to | 118,302 | 5,034 | 0.05% | 0.05% | 196 | +6,633 | 5.94% | Q4 2025 | Jan 13, 2026 |
| PFG Advisors | History | Reduced | 116,038 | 4,938 | 0.24% | 0.3% | 197 | -56,365 | -32.69% | Q4 2025 | Jan 27, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 115,765 | 4,926 | 2.83% | 2.61% | 198 | +15,332 | 15.27% | Q4 2025 | Feb 10, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 114,672 | 4,880 | 0.36% | 0.27% | 199 | +40,681 | 54.98% | Q4 2025 | Feb 02, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 114,265 | 4,863 | 0.3% | 0.31% | 200 | +1,485 | 1.32% | Q4 2025 | Feb 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 114,208 | 4,860 | 0.03% | 0.04% | 201 | +1,428 | 1.27% | Q4 2025 | Feb 13, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 109,784 | 4,672 | 2.58% | 2.55% | 202 | -69 | -0.06% | Q4 2025 | Jan 16, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 109,703 | 4,669 | 1.19% | 1.19% | 203 | -2,783 | -2.47% | Q4 2025 | Feb 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 109,085 | 4,642 | 0.07% | 0.0% | 204 | +107,835 | 8626.8% | Q4 2025 | Feb 17, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 106,792 | 4,545 | 0.72% | 0.72% | 205 | +4,371 | 4.27% | Q4 2025 | Jan 14, 2026 |
| Ruedi Wealth Management, Inc. | History | Reduced | 106,580 | 4,536 | 1.19% | 1.29% | 206 | -1,106 | -1.03% | Q4 2025 | Feb 06, 2026 |
| First Financial Group Corp | History | Added to | 105,568 | 4,493 | 3.82% | 3.74% | 207 | +4,670 | 4.63% | Q4 2025 | Jan 28, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 103,208 | 4,394 | 2.23% | 1.95% | 208 | +24,392 | 30.95% | Q4 2025 | Jan 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 101,236 | 4,308 | 0.0% | 0.0% | 209 | +9,905 | 10.85% | Q4 2025 | Feb 13, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 95,707 | 4,092 | 1.84% | 2.27% | 210 | -7,475 | -7.24% | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 95,386 | 4,059 | 0.13% | 0.1% | 211 | +43,536 | 83.97% | Q4 2025 | Jan 20, 2026 |
| Triune Financial Partners, LLC | History | Added to | 94,104 | 4,011 | 0.94% | 0.42% | 212 | +55,108 | 141.32% | Q4 2025 | Feb 02, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 93,812 | 3,992 | 0.47% | 0.49% | 213 | -139 | -0.15% | Q4 2025 | Feb 17, 2026 |
| Greenspring Advisors, LLC | History | New | 91,670 | 3,901 | 0.24% | — | 214 | +91,670 | New | Q4 2025 | Feb 10, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 90,701 | 3,860 | 1.71% | 1.79% | 215 | +4,000 | 4.61% | Q4 2025 | Jan 16, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 90,002 | 3,830 | 0.0% | 0.0% | 216 | -170,181 | -65.41% | Q4 2025 | Feb 17, 2026 |
| Donalies Financial Planning, LLC | History | New | 88,583 | 3,770 | 3.21% | — | 217 | +88,583 | New | Q4 2025 | Feb 17, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 85,154 | 3,624 | 2.23% | 2.33% | 218 | +182 | 0.21% | Q4 2025 | Jan 07, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 84,429 | 3,593 | 0.21% | 0.31% | 219 | -42,417 | -33.44% | Q4 2025 | Jan 30, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 81,870 | 3,500 | 0.5% | 0.55% | 220 | +3,019 | 3.83% | Q4 2025 | Feb 11, 2026 |
| Pacific Asset Management, LLC | History | Added to | 81,488 | 3,468 | 2.08% | 1.75% | 222 | +21,283 | 35.35% | Q4 2025 | Jan 28, 2026 |
| CURIO WEALTH, LLC | History | Added to | 81,357 | 3,468 | 1.23% | 1.39% | 221 | +2,284 | 2.89% | Q4 2025 | Feb 11, 2026 |
| Schulz Wealth, LTD. | History | Added to | 80,536 | 3,427 | 2.2% | 1.97% | 223 | +10,947 | 15.73% | Q4 2025 | Feb 05, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 77,046 | 3,279 | 0.71% | 0.74% | 224 | +7,518 | 10.81% | Q4 2025 | Feb 09, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 76,674 | 3,263 | 1.13% | 1.5% | 225 | -12,646 | -14.16% | Q4 2025 | Jan 08, 2026 |
| Foster Group, Inc. | History | Reduced | 73,852 | 3,143 | 0.1% | 0.1% | 226 | -561 | -0.75% | Q4 2025 | Jan 12, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 73,459 | 3,126 | 1.97% | 1.59% | 227 | +14,239 | 24.04% | Q4 2025 | Jan 14, 2026 |
| TCP Asset Management, LLC | History | Added to | 73,155 | 3,113 | 0.52% | 0.54% | 228 | +2,325 | 3.28% | Q4 2025 | Jan 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 72,837 | 3,099 | 0.01% | 0.01% | 229 | +2,798 | 3.99% | Q4 2025 | Feb 17, 2026 |
| Diversify Advisory Services, LLC | History | New | 70,641 | 3,012 | 0.1% | — | 230 | +70,641 | New | Q4 2025 | Jan 23, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 69,250 | 2,947 | 0.06% | 0.07% | 231 | -7,409 | -9.66% | Q4 2025 | Feb 12, 2026 |
| Canopy Partners, LLC | History | Added to | 69,206 | 2,945 | 0.96% | 0.98% | 232 | +274 | 0.4% | Q4 2025 | Feb 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 66,368 | 2,824 | 0.06% | 0.03% | 233 | +34,717 | 109.69% | Q4 2025 | Feb 05, 2026 |
| Wealthspire Advisors, LLC | History | No change | 64,938 | 2,763 | 0.02% | 0.01% | 234 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 62,710 | 2,668 | 0.05% | 0.06% | 235 | -7,661 | -10.89% | Q4 2025 | Feb 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 61,387 | 2,612 | 0.94% | 0.8% | 236 | +9,707 | 18.78% | Q4 2025 | Jan 22, 2026 |
| Austin Private Wealth, LLC | History | Added to | 60,127 | 2,559 | 0.19% | 0.17% | 237 | +6,775 | 12.7% | Q4 2025 | Jan 20, 2026 |
| rebel Financial LLC | History | New | 59,724 | 2,541 | 1.09% | — | 238 | +59,724 | New | Q4 2025 | Mar 27, 2026 |
| Creative Planning | History | Added to | 59,055 | 2,513 | 0.0% | 0.0% | 239 | +5,603 | 10.48% | Q4 2025 | Feb 17, 2026 |
| Balance Wealth, LLC | History | Reduced | 58,851 | 2,504 | 0.8% | 0.65% | 240 | -2,573 | -4.19% | Q4 2025 | Jan 21, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 58,654 | 2,496 | 0.53% | 0.15% | 241 | +42,403 | 260.93% | Q4 2025 | Feb 10, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 58,472 | 2,488 | 0.34% | 0.32% | 242 | +4,966 | 9.28% | Q4 2025 | Jan 23, 2026 |
| MB Generational Wealth, LLC | History | Added to | 58,456 | 2,487 | 1.32% | 0.41% | 243 | +43,266 | 284.83% | Q4 2025 | Feb 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 58,303 | 2,481 | 0.02% | 0.02% | 244 | +2,750 | 4.95% | Q4 2025 | Feb 17, 2026 |
| IFP Advisors, Inc | History | Added to | 58,224 | 2,478 | 0.06% | 0.06% | 245 | +735 | 1.28% | Q4 2025 | Feb 06, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 55,315 | 2,354 | 1.47% | — | 246 | +55,315 | New | Q4 2025 | Feb 04, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 55,000 | 2,340 | 0.84% | 0.82% | 247 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 54,927 | 2,337 | 1.24% | — | 248 | +54,927 | New | Q4 2025 | Jan 30, 2026 |
| Family Capital Management, Inc. | History | Added to | 54,349 | 2,313 | 1.03% | 0.82% | 249 | +14,274 | 35.62% | Q4 2025 | Jan 27, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 53,782 | 2,288 | 1.54% | 1.28% | 250 | +11,934 | 28.52% | Q4 2025 | Jan 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 53,252 | 2,266 | 0.01% | 0.01% | 251 | -658 | -1.22% | Q4 2025 | Feb 18, 2026 |
| Aegis Wealth Management LLC | History | Added to | 53,179 | 2,263 | 1.28% | 1.21% | 252 | +500 | 0.95% | Q4 2025 | Jan 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 50,499 | 2,149 | 0.03% | 0.02% | 253 | +18,009 | 55.43% | Q4 2025 | Feb 10, 2026 |
| Stewardship Advisors, LLC | History | Added to | 50,383 | 2,144 | 0.5% | 0.49% | 254 | +1,444 | 2.95% | Q4 2025 | Jan 15, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | New | 50,287 | 2,140 | 2.01% | — | 255 | +50,287 | New | Q4 2025 | Feb 19, 2026 |
| Abel Hall, LLC | History | Added to | 50,120 | 2,133 | 0.5% | 0.86% | 256 | +54 | 0.11% | Q4 2025 | Feb 17, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 49,429 | 2,103 | 0.78% | 0.86% | 257 | -1,436 | -2.82% | Q4 2025 | Feb 03, 2026 |
| Onyx Financial Advisors, LLC | History | Added to | 45,498 | 1,936 | 0.82% | 0.65% | 258 | +11,124 | 32.36% | Q4 2025 | Jan 14, 2026 |
| Williams & Novak, LLC | History | Reduced | 44,574 | 1,897 | 1.43% | 1.83% | 259 | -11,066 | -19.89% | Q4 2025 | Feb 05, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 44,185 | 1,880 | 0.04% | 0.01% | 260 | +38,108 | 627.09% | Q4 2025 | Feb 17, 2026 |
| SwitchPoint Financial Planning, LLC | History | Added to | 43,201 | 1,838 | 1.29% | 1.25% | 261 | +2,888 | 7.16% | Q4 2025 | Feb 17, 2026 |
| Arista Wealth Management, LLC | History | No change | 43,088 | 1,833 | 0.23% | 0.23% | 262 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 42,591 | 1,817 | 0.17% | 0.17% | 263 | +309 | 0.73% | Q4 2025 | Feb 02, 2026 |
| Invst, LLC | History | Added to | 41,896 | 1,783 | 0.19% | 0.17% | 264 | +6,881 | 19.65% | Q4 2025 | Feb 11, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 40,986 | 1,744 | 0.57% | 0.52% | 265 | +5,750 | 16.32% | Q4 2025 | Feb 05, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Reduced | 40,777 | 1,735 | 0.62% | 6.4% | 266 | -304,255 | -88.18% | Q4 2025 | Jan 21, 2026 |
| Plan Group Financial, LLC | History | Reduced | 40,707 | 1,732 | 0.45% | 0.75% | 267 | -24,449 | -37.52% | Q4 2025 | Feb 03, 2026 |
| Fiduciary Alliance LLC | History | Added to | 39,967 | 1,700 | 0.11% | 0.11% | 268 | +56 | 0.14% | Q4 2025 | Jan 22, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 39,704 | 1,689 | 0.59% | 0.59% | 269 | +1,207 | 3.14% | Q4 2025 | Feb 09, 2026 |
| Evanson Asset Management, LLC | History | Added to | 38,429 | 1,635 | 0.09% | 0.09% | 270 | +1,035 | 2.77% | Q4 2025 | Jan 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 39,838 | 1,589 | 0.04% | 0.0% | 271 | +34,491 | 645.05% | Q4 2025 | Feb 11, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 37,022 | 1,575 | 0.12% | 0.12% | 272 | +834 | 2.3% | Q4 2025 | Feb 03, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 36,918 | 1,571 | 0.01% | — | 273 | +36,918 | New | Q4 2025 | Feb 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 36,798 | 1,566 | 0.0% | 0.0% | 274 | -5,754 | -13.52% | Q4 2025 | Mar 25, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 36,436 | 1,550 | 0.07% | 0.02% | 275 | +27,718 | 317.94% | Q4 2025 | Jan 29, 2026 |
| Cloud Capital Management, LLC | History | Added to | 36,080 | 1,534 | 0.72% | 0.44% | 276 | +16,470 | 83.99% | Q4 2025 | Feb 12, 2026 |
| ProCore Advisors, LLC | History | New | 35,367 | 1,505 | 1.54% | — | 277 | +35,367 | New | Q4 2025 | Jan 21, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 35,121 | 1,494 | 0.4% | 0.11% | 278 | +18,839 | 115.7% | Q4 2025 | Jan 27, 2026 |
| CITIGROUP INC | History | Added to | 35,016 | 1,490 | 0.0% | 0.0% | 279 | +5,081 | 16.97% | Q4 2025 | Feb 13, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 34,901 | 1,485 | 0.17% | 0.21% | 280 | -5,263 | -13.1% | Q4 2025 | Jan 12, 2026 |
| Shearwater Capital LLC | History | Reduced | 34,321 | 1,460 | 0.84% | 0.87% | 281 | -95 | -0.28% | Q4 2025 | Jan 13, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | New | 33,882 | 1,445 | 1.34% | — | 282 | +33,882 | New | Q4 2025 | Mar 31, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 33,585 | 1,433 | 0.05% | 0.08% | 283 | +3,298 | 10.89% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 32,876 | 1,399 | 0.0% | 0.0% | 284 | +8,382 | 34.22% | Q4 2025 | Feb 10, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 32,822 | 1,396 | 0.1% | 0.1% | 285 | +2,210 | 7.22% | Q4 2025 | Feb 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 32,781 | 1,395 | 0.0% | 0.01% | 286 | +89 | 0.27% | Q4 2025 | Feb 06, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | New | 31,758 | 1,351 | 0.37% | — | 287 | +31,758 | New | Q4 2025 | Jan 14, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 31,112 | 1,324 | 0.4% | 0.47% | 288 | -3,048 | -8.92% | Q4 2025 | Feb 11, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 30,951 | 1,317 | 0.47% | 0.45% | 289 | +380 | 1.24% | Q4 2025 | Jan 30, 2026 |
| Csenge Advisory Group | History | Added to | 30,792 | 1,310 | 0.06% | 0.06% | 290 | +707 | 2.35% | Q4 2025 | Feb 06, 2026 |
| Elser Financial Planning, Inc | History | No change | 30,469 | 1,296 | 0.94% | 1.57% | 291 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 30,358 | 1,292 | 0.73% | 0.7% | 292 | +4,057 | 15.43% | Q4 2025 | Feb 13, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 28,874 | 1,228 | 0.68% | 0.69% | 293 | +1,485 | 5.42% | Q4 2025 | Jan 30, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 25,851 | 1,100 | 0.18% | 0.19% | 294 | +651 | 2.58% | Q4 2025 | Feb 17, 2026 |
| Investment Advisory Group, LLC | History | Added to | 25,674 | 1,092 | 0.28% | 0.3% | 295 | +46 | 0.18% | Q4 2025 | Jan 23, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 24,916 | 1,060 | 0.42% | 0.51% | 296 | -4,387 | -14.97% | Q4 2025 | Jan 27, 2026 |
| CWM, LLC | History | Reduced | 24,548 | 1,045 | 0.0% | 0.0% | 297 | -125 | -0.51% | Q4 2025 | Jan 26, 2026 |
| American Investment Services, Inc. | History | New | 24,459 | 1,040 | 0.24% | — | 298 | +24,459 | New | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 24,398 | 1,038 | 0.14% | 0.02% | 299 | +20,790 | 576.22% | Q4 2025 | Jan 29, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 24,233 | 1,031 | 0.21% | 0.18% | 300 | +5,829 | 31.67% | Q4 2025 | Jan 09, 2026 |
| Hippocratic Financial Advisors, LLC | History | Reduced | 24,242 | 1,031 | 0.48% | 0.51% | 301 | -651 | -2.62% | Q4 2025 | Jan 20, 2026 |
| GEN Financial Management, INC. | History | Added to | 23,968 | 1,020 | 0.64% | 0.88% | 302 | +17 | 0.07% | Q4 2025 | Jan 15, 2026 |
| Ares Financial Consulting, LLC | History | New | 23,891 | 1,016 | 0.97% | — | 303 | +23,891 | New | Q4 2025 | Jan 30, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 22,947 | 976 | 0.58% | 0.51% | 304 | +3,052 | 15.34% | Q4 2025 | Jan 26, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 22,396 | 953 | 0.51% | 0.34% | 305 | +8,411 | 60.14% | Q4 2025 | Jan 26, 2026 |
| Alpha Advisors, LLC/VA | History | No change | 21,517 | 915 | 0.71% | 0.69% | 306 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Oceanside Advisors LLC | History | Added to | 21,324 | 907 | 0.55% | 0.56% | 307 | +482 | 2.31% | Q4 2025 | Jan 26, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Added to | 21,025 | 894 | 0.19% | 0.2% | 308 | +528 | 2.58% | Q4 2025 | Jan 28, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 20,795 | 885 | 0.55% | 0.45% | 309 | +5,793 | 38.61% | Q4 2025 | Jan 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 20,558 | 874 | 0.05% | 0.05% | 310 | -30 | -0.15% | Q4 2025 | Jan 14, 2026 |
| 25 LLC | History | Added to | 20,109 | 855 | 0.27% | 0.23% | 311 | +4,602 | 29.68% | Q4 2025 | Jan 15, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 19,851 | 853 | 0.35% | 0.38% | 312 | -122 | -0.61% | Q4 2025 | Feb 13, 2026 |
| PINKERTON WEALTH, LLC | History | New | 19,924 | 847 | 0.09% | — | 313 | +19,924 | New | Q4 2025 | Feb 06, 2026 |
| SHERMAN PORFOLIOS, LLC | History | New | 19,924 | 847 | 0.06% | — | 315 | +19,924 | New | Q4 2025 | Feb 17, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 19,909 | 847 | 0.15% | 0.19% | 314 | -3,360 | -14.44% | Q4 2025 | Jan 12, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 19,857 | 845 | 0.08% | 0.08% | 316 | -249 | -1.24% | Q4 2025 | Feb 17, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 19,641 | 835 | 0.31% | 0.47% | 317 | -8,021 | -29.0% | Q4 2025 | Jan 08, 2026 |
| TAGStone Capital, Inc. | History | Added to | 18,840 | 801 | 0.3% | 0.31% | 318 | +607 | 3.33% | Q4 2025 | Feb 10, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 18,311 | 779 | 0.17% | 0.21% | 319 | -261 | -1.41% | Q4 2025 | Feb 09, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 18,173 | 773 | 0.02% | 0.02% | 320 | +1,289 | 7.63% | Q4 2025 | Jan 29, 2026 |
| Dentgroup LLC | History | Added to | 18,162 | 772 | 0.53% | 0.44% | 321 | +2,371 | 15.01% | Q4 2025 | Jan 28, 2026 |
| UPTICK PARTNERS, LLC | History | New | 17,998 | 766 | 0.16% | — | 322 | +17,998 | New | Q4 2025 | Feb 02, 2026 |
| WealthSpring Partners, LLC | History | New | 17,845 | 759 | 0.78% | — | 323 | +17,845 | New | Q4 2025 | Feb 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 17,340 | 737 | 0.02% | 0.02% | 324 | +898 | 5.46% | Q4 2025 | Jan 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 17,283 | 735 | 0.0% | 0.0% | 325 | -6,128 | -26.18% | Q4 2025 | Feb 18, 2026 |
| Two West Capital Advisors LLC | History | Added to | 17,147 | 729 | 0.42% | 0.45% | 326 | +40 | 0.23% | Q4 2025 | Jan 13, 2026 |
| 55 North Private Wealth, LLC | History | New | 16,926 | 720 | 0.19% | — | 327 | +16,926 | New | Q4 2025 | Jan 27, 2026 |
| GEM Asset Management, LLC | History | Added to | 16,592 | 708 | 0.32% | 0.33% | 328 | +408 | 2.52% | Q4 2025 | Jan 09, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 16,223 | 692 | 0.05% | 0.05% | 329 | +1,844 | 12.82% | Q4 2025 | Jan 15, 2026 |
| Geometric Wealth Advisors | History | Added to | 16,041 | 682 | 0.09% | 0.06% | 330 | +5,362 | 50.21% | Q4 2025 | Feb 06, 2026 |
| Five Oceans Advisors | History | Reduced | 15,923 | 677 | 0.24% | 0.26% | 331 | -439 | -2.68% | Q4 2025 | Jan 16, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 15,882 | 675 | 0.05% | 0.03% | 332 | +6,860 | 76.04% | Q4 2025 | Feb 13, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 15,118 | 643 | 0.5% | — | 333 | +15,118 | New | Q4 2025 | Mar 05, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 14,831 | 631 | 0.43% | 0.36% | 334 | +3,079 | 26.2% | Q4 2025 | Jan 27, 2026 |
| Generations Wealth, LLC | History | New | 14,473 | 615 | 0.63% | — | 335 | +14,473 | New | Q4 2025 | Feb 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 14,149 | 602 | 0.06% | 0.04% | 337 | +6,702 | 90.0% | Q4 2025 | Jan 22, 2026 |
| Forum Private Client Group LLC | History | Added to | 14,165 | 602 | 0.21% | 0.21% | 336 | +79 | 0.56% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 13,567 | 577 | 0.0% | 0.0% | 338 | -436 | -3.11% | Q4 2025 | Feb 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 13,486 | 574 | 0.01% | 0.01% | 339 | +3,224 | 31.42% | Q4 2025 | Feb 09, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 13,102 | 557 | 0.01% | 0.01% | 340 | +3,049 | 30.33% | Q4 2025 | Feb 09, 2026 |
| First PREMIER Bank | History | Added to | 12,853 | 547 | 0.13% | 0.06% | 341 | +6,421 | 99.83% | Q4 2025 | Jan 23, 2026 |
| Plancorp, LLC | History | Added to | 12,246 | 521 | 0.02% | 0.02% | 342 | +179 | 1.48% | Q4 2025 | Feb 05, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 12,203 | 519 | 0.01% | 0.01% | 343 | +2,760 | 29.23% | Q4 2025 | Feb 03, 2026 |
| Sigma Planning Corp | History | Added to | 12,180 | 518 | 0.01% | 0.01% | 344 | +167 | 1.39% | Q4 2025 | Jan 30, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 12,164 | 517 | 0.0% | 0.0% | 345 | +450 | 3.84% | Q4 2025 | Jan 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 11,484 | 488 | 0.0% | 0.0% | 346 | +5,219 | 83.3% | Q4 2025 | Feb 17, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 11,473 | 488 | 0.16% | 0.2% | 347 | -2,130 | -15.66% | Q4 2025 | Jan 21, 2026 |
| Lutz Financial Services LLC | History | New | 11,164 | 475 | 0.03% | — | 348 | +11,164 | New | Q4 2025 | Feb 06, 2026 |
| Midwest Heritage Bank, FSB | History | Reduced | 10,989 | 467 | 0.16% | 0.18% | 349 | -1,133 | -9.35% | Q4 2025 | Feb 04, 2026 |
| Composition Wealth, LLC | History | Reduced | 10,830 | 460 | 0.01% | 0.01% | 350 | -1,960 | -15.32% | Q4 2025 | Feb 02, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 10,627 | 452 | 0.04% | 0.05% | 351 | +126 | 1.2% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 10,559 | 449 | 0.01% | 0.01% | 352 | +862 | 8.89% | Q4 2025 | Jan 28, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 10,007 | 425 | 0.09% | 0.1% | 353 | -898 | -8.23% | Q4 2025 | Jan 16, 2026 |
| IHT Wealth Management, LLC | History | New | 9,979 | 424 | 0.01% | — | 354 | +9,979 | New | Q4 2025 | Feb 17, 2026 |
| Old Peak Finance LLC | History | New | 9,927 | 422 | 0.26% | — | 355 | +9,927 | New | Q4 2025 | Feb 10, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 9,711 | 413 | 0.03% | 0.04% | 356 | -354 | -3.52% | Q4 2025 | Feb 09, 2026 |
| Mutual Advisors, LLC | History | New | 9,488 | 403 | 0.01% | — | 357 | +9,488 | New | Q4 2025 | Feb 02, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 9,310 | 396 | 0.09% | 0.1% | 358 | -1,091 | -10.49% | Q4 2025 | Feb 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 9,249 | 393 | 0.0% | 0.0% | 359 | +783 | 9.25% | Q4 2025 | Feb 13, 2026 |
| Jacobi Capital Management LLC | History | Added to | 9,055 | 385 | 0.02% | 0.02% | 360 | +87 | 0.97% | Q4 2025 | Feb 13, 2026 |
| Allodium Investment Consultants, LLC | History | New | 9,002 | 383 | 0.19% | — | 363 | +9,002 | New | Q4 2025 | Jan 14, 2026 |
| Forthright Family Wealth Advisory LLC | History | Reduced | 9,021 | 383 | 0.24% | 0.26% | 362 | -1,052 | -10.44% | Q4 2025 | Feb 23, 2026 |
| FARMERS TRUST CO | History | No change | 9,000 | 383 | 0.06% | 0.07% | 361 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| POTENTIA WEALTH | History | Reduced | 8,961 | 381 | 0.14% | 0.15% | 364 | -142 | -1.56% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | No change | 8,895 | 378 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 8,742 | 372 | 0.0% | 0.0% | 366 | +1,554 | 21.62% | Q4 2025 | Feb 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 8,694 | 370 | 0.05% | 0.06% | 367 | +187 | 2.2% | Q4 2025 | Jan 12, 2026 |
| LAM GROUP, INC. | History | Reduced | 8,555 | 364 | 0.21% | 0.35% | 368 | -4,485 | -34.39% | Q4 2025 | Jan 23, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | New | 8,533 | 363 | 0.27% | — | 369 | +8,533 | New | Q4 2025 | Mar 12, 2026 |
| Ponta Wealth Partners, LLC | History | New | 8,454 | 359 | 0.33% | — | 370 | +8,454 | New | Q4 2025 | Feb 03, 2026 |
| LANDAAS & CO /WI /ADV | History | New | 8,405 | 357 | 0.08% | — | 371 | +8,405 | New | Q4 2025 | Jan 21, 2026 |
| Timonier Family Office, LTD. | History | Reduced | 7,935 | 337 | 0.11% | 0.11% | 372 | -269 | -3.28% | Q4 2025 | Feb 04, 2026 |
| Keel Point, LLC | History | Added to | 7,840 | 333 | 0.02% | 0.02% | 373 | +1,296 | 19.8% | Q4 2025 | Feb 12, 2026 |
| Sepio Capital, LP | History | Reduced | 7,647 | 325 | 0.02% | 0.02% | 374 | -1,869 | -19.64% | Q4 2025 | Feb 12, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 7,579 | 322 | 0.07% | 0.06% | 375 | +1,533 | 25.36% | Q4 2025 | Jan 16, 2026 |
| Vigil Wealth Management, LLC | History | New | 7,369 | 313 | 0.26% | — | 376 | +7,369 | New | Q4 2025 | Feb 10, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 7,255 | 308 | 0.01% | 0.01% | 377 | -6,602 | -47.64% | Q4 2025 | Jan 22, 2026 |
| Brookwood Investment Group LLC | History | No change | 7,250 | 308 | 0.04% | 0.04% | 378 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Matisse Capital | History | No change | 7,200 | 306 | 0.14% | 0.14% | 379 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 6,989 | 297 | 0.04% | 0.06% | 380 | -2,058 | -22.75% | Q4 2025 | Feb 17, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 6,793 | 289 | 0.12% | 0.12% | 381 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 6,762 | 287 | 0.03% | 0.04% | 382 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bay Capital Advisors, LLC | History | Added to | 6,684 | 284 | 0.17% | 0.18% | 383 | +20 | 0.3% | Q4 2025 | Jan 16, 2026 |
| Gemmer Asset Management LLC | History | Added to | 6,594 | 280 | 0.02% | 0.02% | 384 | +339 | 5.42% | Q4 2025 | Jan 23, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 6,496 | 276 | 0.06% | 0.06% | 385 | -213 | -3.17% | Q4 2025 | Jan 05, 2026 |
| Beacon Financial Strategies CORP | History | Added to | 6,471 | 275 | 0.15% | 0.15% | 386 | +600 | 10.22% | Q4 2025 | Jan 12, 2026 |
| Rise Advisors, LLC | History | Added to | 6,418 | 273 | 0.1% | 0.1% | 387 | +94 | 1.49% | Q4 2025 | Feb 11, 2026 |
| Financial Engines Advisors L.L.C. | History | New | 6,307 | 268 | 0.0% | — | 388 | +6,307 | New | Q4 2025 | Feb 12, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 6,231 | 265 | 0.03% | — | 390 | +6,231 | New | Q4 2025 | Jan 15, 2026 |
| Stirlingshire Investments, Inc. | History | New | 6,230 | 265 | 0.24% | — | 389 | +6,230 | New | Q4 2025 | Feb 11, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | New | 6,225 | 264 | 0.26% | — | 391 | +6,225 | New | Q4 2025 | Jan 26, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 6,060 | 257 | 0.07% | — | 393 | +6,060 | New | Q4 2025 | Feb 09, 2026 |
| EP Wealth Advisors, LLC | History | New | 6,058 | 257 | 0.0% | — | 392 | +6,058 | New | Q4 2025 | Feb 18, 2026 |
| Amicus Financial Advisors, LLC | History | New | 6,050 | 257 | 0.07% | — | 394 | +6,050 | New | Q4 2025 | Mar 02, 2026 |
| CVA Family Office, LLC | History | Added to | 6,011 | 255 | 0.03% | 0.03% | 395 | +64 | 1.08% | Q4 2025 | Jan 12, 2026 |
| Parkwoods Wealth Partners, LLC | History | New | 5,988 | 254 | 0.07% | — | 397 | +5,988 | New | Q4 2025 | Jan 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,973 | 254 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 5,967 | 253 | 0.12% | 0.12% | 398 | -108 | -1.78% | Q4 2025 | Feb 13, 2026 |
| 21 West Wealth Management LLC | History | New | 5,898 | 251 | 0.23% | — | 399 | +5,898 | New | Q4 2025 | Jan 13, 2026 |
| Planning Center, Inc. | History | No change | 5,854 | 249 | 0.03% | 0.03% | 400 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 5,831 | 248 | 0.03% | 0.04% | 401 | +642 | 12.37% | Q4 2025 | Feb 13, 2026 |
| LANE BROTHERS & CO INC | History | New | 5,796 | 246 | 0.18% | — | 402 | +5,796 | New | Q4 2025 | Mar 13, 2026 |
| New Capital Management LP | History | Reduced | 5,754 | 244 | 0.06% | 0.09% | 403 | -2,711 | -32.03% | Q4 2025 | Jan 20, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 5,705 | 242 | 0.1% | 0.11% | 404 | -233 | -3.92% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 5,662 | 240 | 0.02% | 0.02% | 405 | +440 | 8.43% | Q4 2025 | Jan 23, 2026 |
| Merit Financial Group, LLC | History | New | 5,575 | 237 | 0.0% | — | 406 | +5,575 | New | Q4 2025 | Jan 26, 2026 |
| Keystone Financial Services | History | New | 5,284 | 224 | 0.07% | — | 407 | +5,284 | New | Q4 2025 | Feb 12, 2026 |
| B&D White Capital Company, LLC | History | New | 5,211 | 221 | 0.03% | — | 408 | +5,211 | New | Q4 2025 | Feb 13, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 5,164 | 219 | 0.02% | 0.03% | 409 | -2,441 | -32.1% | Q4 2025 | Jan 29, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 5,016 | 213 | 0.13% | 0.14% | 410 | -98 | -1.92% | Q4 2025 | Feb 02, 2026 |
| Legacy Financial Advisors, Inc. | History | New | 4,905 | 208 | 0.03% | — | 411 | +4,905 | New | Q4 2025 | Feb 04, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 4,822 | 205 | 0.08% | 0.08% | 412 | +46 | 0.96% | Q4 2025 | Feb 13, 2026 |
| Eaton-Cambridge Inc. | History | Reduced | 4,722 | 200 | 0.07% | 0.09% | 413 | -1,231 | -20.68% | Q4 2025 | Feb 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 4,300 | 183 | 0.02% | 0.02% | 414 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 3,536 | 150 | 0.0% | 0.0% | 415 | +1,624 | 84.94% | Q4 2025 | Feb 17, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 3,160 | 134 | 0.01% | — | 416 | +3,160 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 2,795 | 118 | 0.0% | 0.0% | 417 | +717 | 34.5% | Q4 2025 | Feb 06, 2026 |
| Nemes Rush Group LLC | History | Added to | 2,645 | 112 | 0.01% | 0.01% | 418 | +38 | 1.46% | Q4 2025 | Feb 11, 2026 |
| MASECO LLP | History | New | 2,575 | 109 | 0.0% | — | 419 | +2,575 | New | Q4 2025 | Jan 22, 2026 |
| Clayton Financial Group LLC | History | New | 2,471 | 105 | 0.05% | — | 420 | +2,471 | New | Q4 2025 | Jan 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 2,378 | 101 | 0.0% | — | 421 | +2,378 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 2,105 | 89 | 0.0% | 0.0% | 422 | +456 | 27.65% | Q4 2025 | Feb 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 2,059 | 87 | 0.0% | 0.0% | 423 | -361 | -14.92% | Q4 2025 | Feb 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,027 | 86 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| WealthShield Partners, LLC | History | Added to | 1,776 | 75 | 0.01% | 0.01% | 425 | +26 | 1.49% | Q4 2025 | Feb 03, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,700 | 72 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRIVATE TRUST CO NA | History | New | 1,550 | 65 | 0.01% | — | 427 | +1,550 | New | Q4 2025 | Jan 26, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 1,507 | 64 | 0.06% | — | 428 | +1,507 | New | Q4 2025 | Feb 17, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | New | 1,400 | 59 | 0.04% | — | 429 | +1,400 | New | Q4 2025 | Feb 05, 2026 |
| Tradewinds Capital Management, LLC | History | New | 1,341 | 57 | 0.01% | — | 430 | +1,341 | New | Q4 2025 | Jan 14, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 1,259 | 53 | 0.02% | 0.04% | 431 | -845 | -40.16% | Q4 2025 | Jan 26, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 1,111 | 47 | 0.01% | 0.01% | 432 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 1,070 | 45 | 0.03% | 0.03% | 433 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rossby Financial, LCC | History | No change | 1,047 | 44 | 0.01% | 0.01% | 434 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rialto Wealth Management, LLC | History | No change | 970 | 41 | 0.01% | 0.01% | 435 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 841 | 35 | 0.0% | 0.0% | 436 | +12 | 1.45% | Q4 2025 | Jan 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 785 | 33 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| COMERICA BANK | History | No change | 713 | 30 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RHL GROUP, LLC | History | New | 684 | 29 | 0.02% | — | 439 | +684 | New | Q4 2025 | Feb 09, 2026 |
| Kilter Group LLC | History | Reduced | 598 | 25 | 0.01% | 0.01% | 440 | -3 | -0.5% | Q4 2025 | Feb 13, 2026 |
| FSA Advisors, Inc. | History | New | 12,137 | 21 | 0.01% | — | 441 | +12,137 | New | Q4 2025 | Feb 02, 2026 |
| Colonial Trust Co / SC | History | Reduced | 428 | 18 | 0.0% | 0.0% | 442 | -46 | -9.7% | Q4 2025 | Feb 12, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 359 | 15 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 238 | 10 | 0.0% | — | 444 | +238 | New | Q4 2025 | Feb 10, 2026 |
| Orion Capital Management LLC | History | No change | 253 | 10 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 151 | 6 | 0.0% | 0.01% | 447 | -470 | -75.68% | Q4 2025 | Jan 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 150 | 6 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WINNOW WEALTH LLC | History | New | 104 | 4 | 0.0% | — | 449 | +104 | New | Q4 2025 | Feb 11, 2026 |
| Cape Investment Advisory, Inc. | History | New | 100 | 4 | 0.0% | — | 448 | +100 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 88 | 3 | 0.0% | — | 450 | +88 | New | Q4 2025 | Feb 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 78 | 3 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -222,547 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Wolfstich Capital, LLC | History | Closed out | 0 | 0 | — | 15.59% | — | -178,694 | -100.0% | Q3 2025 | Oct 15, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 1.21% | — | -177,132 | -100.0% | Q3 2025 | Nov 12, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -103,481 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -48,722 | -100.0% | Q3 2025 | Nov 10, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,800 | -100.0% | Q3 2025 | Nov 13, 2025 |
| B.O.S.S. Retirement Advisors, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -15,681 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Archvest Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.36% | — | -9,584 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Strategic Wealth Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,441 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Crown Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -7,976 | -100.0% | Q3 2025 | Oct 22, 2025 |
| HORAN Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,603 | -100.0% | Q3 2025 | Nov 05, 2025 |
| ACORN CREEK CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,579 | -100.0% | Q3 2025 | Nov 06, 2025 |
| US BANCORP \DE\ | History | Closed out | 0 | 0 | — | 0.0% | — | -2,889 | -100.0% | Q3 2025 | Nov 12, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -2,320 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -504 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -401 | -100.0% | Q3 2025 | Oct 16, 2025 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 23 | 0 | — | 0.0% | — | -36 | -61.02% | Q4 2025 | Jan 14, 2026 |
| Family Manage LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2025 | Nov 13, 2025 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |