Dimensional ETF Trust - DFEM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Forum Financial Management, LP | History | Added to | 17,585,374 | 581,724 | 7.57% | 7.57% | 1 | +347,743 | 2.02% | Q4 2025 | Jan 27, 2026 |
| Focus Partners Wealth | History | Added to | 8,361,969 | 276,613 | 0.32% | 0.38% | 2 | +1,004,233 | 13.65% | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 7,018,772 | 232,476 | 0.32% | 0.29% | 3 | +1,272,094 | 22.14% | Q4 2025 | Mar 09, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 7,017,528 | 232,139 | 2.85% | 2.22% | 4 | +1,001,778 | 16.65% | Q4 2025 | Feb 11, 2026 |
| Truepoint, Inc. | History | Added to | 4,997,417 | 165,314 | 3.72% | 3.31% | 5 | +558,080 | 12.57% | Q4 2025 | Feb 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 4,967,176 | 164,314 | 0.92% | 0.95% | 6 | +79,318 | 1.62% | Q4 2025 | Feb 03, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,760,186 | 124,386 | 0.14% | 0.13% | 7 | +86,184 | 2.35% | Q4 2025 | Feb 06, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 3,118,513 | 112,890 | 2.59% | 0.07% | 8 | +3,036,269 | 3691.78% | Q4 2025 | Feb 09, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 2,821,611 | 93,338 | 1.76% | 1.21% | 9 | +917,093 | 48.15% | Q4 2025 | Feb 10, 2026 |
| Parcion Private Wealth LLC | History | Added to | 2,748,630 | 90,924 | 5.53% | 5.49% | 10 | +3,283 | 0.12% | Q4 2025 | Jan 26, 2026 |
| Savant Capital, LLC | History | Added to | 2,647,836 | 87,590 | 0.5% | 0.31% | 11 | +1,068,608 | 67.67% | Q4 2025 | Feb 10, 2026 |
| Asset Dedication, LLC | History | Added to | 2,616,035 | 86,538 | 5.68% | 5.55% | 12 | +39,888 | 1.55% | Q4 2025 | Jan 26, 2026 |
| Evensky & Katz LLC | History | Reduced | 2,415,304 | 79,898 | 4.51% | 4.52% | 13 | -13,878 | -0.57% | Q4 2025 | Feb 05, 2026 |
| Greenspring Advisors, LLC | History | Added to | 2,300,755 | 76,108 | 4.67% | 2.39% | 14 | +1,879,297 | 445.9% | Q4 2025 | Feb 10, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 2,129,625 | 70,448 | 1.98% | 1.87% | 15 | +79,871 | 3.9% | Q4 2025 | Feb 10, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 2,093,063 | 69,238 | 5.16% | 4.77% | 16 | +230,593 | 12.38% | Q4 2025 | Jan 29, 2026 |
| MASECO LLP | History | Added to | 2,087,679 | 69,049 | 3.01% | 3.09% | 17 | +102,319 | 5.15% | Q4 2025 | Jan 22, 2026 |
| LPL Financial LLC | History | Added to | 1,998,223 | 66,101 | 0.02% | 0.02% | 18 | +91,160 | 4.78% | Q4 2025 | Feb 11, 2026 |
| AWM CAPITAL, LLC | History | Added to | 1,806,221 | 59,749 | 5.42% | 5.19% | 19 | +27,729 | 1.56% | Q4 2025 | Feb 17, 2026 |
| Heritage Financial Services, LLC | History | Reduced | 1,741,258 | 57,600 | 4.81% | 5.16% | 20 | -49,235 | -2.75% | Q4 2025 | Feb 02, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,703,596 | 56,354 | 0.4% | 0.23% | 21 | +872,151 | 104.9% | Q4 2025 | Feb 18, 2026 |
| CWM, LLC | History | Added to | 1,674,861 | 55,404 | 0.15% | 0.0% | 22 | +1,656,049 | 8803.15% | Q4 2025 | Jan 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,668,584 | 55,196 | 0.02% | 0.02% | 23 | +103,235 | 6.6% | Q4 2025 | Feb 12, 2026 |
| Sageworth Trust Co | History | Added to | 1,538,273 | 50,886 | 2.18% | 0.81% | 24 | +995,897 | 183.62% | Q4 2025 | Feb 03, 2026 |
| Hill Investment Group Partners, LLC | History | Added to | 1,452,492 | 48,048 | 5.72% | 5.65% | 25 | +7,443 | 0.52% | Q4 2025 | Feb 17, 2026 |
| Symmetry Partners, LLC | History | Added to | 1,430,647 | 47,325 | 2.8% | 1.62% | 26 | +966,996 | 208.56% | Q4 2025 | Jan 27, 2026 |
| Apella Capital, LLC | History | Added to | 1,372,117 | 45,389 | 0.9% | 0.97% | 27 | +37,379 | 2.8% | Q4 2025 | Jan 21, 2026 |
| EnRich Financial Partners LLC | History | Added to | 1,281,760 | 42,400 | 11.56% | 11.61% | 28 | +9,094 | 0.71% | Q4 2025 | Jan 28, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 1,211,770 | 40,085 | 2.58% | 2.49% | 29 | +32,588 | 2.76% | Q4 2025 | Jan 26, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Reduced | 1,089,889 | 36,870 | 9.25% | 9.51% | 30 | -30,949 | -2.76% | Q4 2025 | Jan 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,101,517 | 36,438 | 0.01% | 0.01% | 31 | -257,788 | -18.96% | Q4 2025 | Feb 10, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 1,093,621 | 36,176 | 5.25% | 5.23% | 32 | +6,904 | 0.64% | Q4 2025 | Jan 27, 2026 |
| BRIGHTON JONES LLC | History | Added to | 1,073,486 | 35,510 | 1.31% | 0.79% | 33 | +48,092 | 4.69% | Q4 2025 | Jan 27, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 1,064,286 | 35,206 | 0.35% | 0.33% | 34 | +56,152 | 5.57% | Q4 2025 | Feb 13, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 1,062,006 | 35,131 | 6.56% | 6.63% | 35 | +32,547 | 3.16% | Q4 2025 | Jan 30, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 1,053,441 | 34,847 | 3.82% | 4.0% | 36 | -15,290 | -1.43% | Q4 2025 | Feb 13, 2026 |
| Burton Enright Welch | History | Added to | 1,033,237 | 34,179 | 4.81% | 4.82% | 37 | +37,992 | 3.82% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 1,027,944 | 34,004 | 0.04% | 0.03% | 38 | +420,188 | 69.14% | Q4 2025 | Feb 13, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 1,024,259 | 33,882 | 5.46% | 5.56% | 39 | +34,667 | 3.5% | Q4 2025 | Jan 28, 2026 |
| Kooman & Associates | History | Added to | 1,010,987 | 33,443 | 9.89% | 9.89% | 40 | +10,879 | 1.09% | Q4 2025 | Jan 23, 2026 |
| Miramar Fiduciary Corp | History | Reduced | 983,777 | 32,543 | 25.18% | 25.55% | 41 | -31,964 | -3.15% | Q4 2025 | Jan 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 972,184 | 32,159 | 0.05% | 0.05% | 42 | +6,333 | 0.66% | Q4 2025 | Feb 18, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 971,057 | 32,122 | 2.99% | 2.97% | 43 | +34,028 | 3.63% | Q4 2025 | Feb 04, 2026 |
| Plancorp, LLC | History | Added to | 964,736 | 31,913 | 0.96% | 0.72% | 44 | +253,527 | 35.65% | Q4 2025 | Feb 05, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 957,726 | 31,681 | 9.04% | 8.94% | 45 | +17,934 | 1.91% | Q4 2025 | Feb 17, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 911,656 | 31,324 | 4.62% | 3.96% | 46 | +521,577 | 133.71% | Q4 2025 | Jan 07, 2026 |
| Betterment LLC | History | Added to | 889,780 | 29,434 | 0.06% | 0.05% | 47 | +34,341 | 4.01% | Q4 2025 | Feb 12, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Reduced | 875,440 | 28,959 | 2.84% | 2.84% | 48 | -1,222 | -0.14% | Q4 2025 | Feb 13, 2026 |
| Your Advocates Ltd., LLP | History | Reduced | 867,529 | 28,697 | 9.37% | 9.41% | 49 | -7,756 | -0.89% | Q4 2025 | Feb 02, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 830,825 | 27,483 | 6.26% | 6.27% | 50 | +51,853 | 6.66% | Q4 2025 | Jan 21, 2026 |
| First Financial Bank - Trust Division | History | New | 830,017 | 27,456 | 2.26% | — | 51 | +830,017 | New | Q4 2025 | Jan 02, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 770,506 | 26,474 | 2.5% | 2.44% | 52 | +32,297 | 4.38% | Q4 2025 | Jan 22, 2026 |
| Syverson Strege & Co | History | Reduced | 756,542 | 25,026 | 5.92% | 5.87% | 53 | -7,514 | -0.98% | Q4 2025 | Feb 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 751,191 | 24,849 | 0.0% | 0.0% | 54 | +53,557 | 7.68% | Q4 2025 | Feb 17, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 735,429 | 24,327 | 2.65% | 2.68% | 55 | -31,833 | -4.15% | Q4 2025 | Jan 16, 2026 |
| Sensible Money, LLC | History | Added to | 724,102 | 23,953 | 7.65% | 7.72% | 56 | +15,839 | 2.24% | Q4 2025 | Feb 09, 2026 |
| Stratos Investment Management, LLC | History | Added to | 723,039 | 23,918 | 0.96% | 0.94% | 57 | +16,555 | 2.34% | Q4 2025 | Jan 20, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 710,661 | 23,508 | 3.13% | 1.02% | 58 | +499,334 | 236.28% | Q4 2025 | Jan 09, 2026 |
| RS CRUM INC. | History | Added to | 688,299 | 22,768 | 4.55% | 4.87% | 59 | +5,313 | 0.78% | Q4 2025 | Feb 17, 2026 |
| Integris Wealth Management, LLC | History | Added to | 676,654 | 22,383 | 5.09% | 5.11% | 60 | +22,152 | 3.38% | Q4 2025 | Jan 21, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 675,774 | 22,354 | 6.49% | 6.64% | 61 | -8,652 | -1.26% | Q4 2025 | Feb 05, 2026 |
| Financial Plan, Inc. | History | New | 667,418 | 22,078 | 2.53% | — | 62 | +667,418 | New | Q4 2025 | Jan 28, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 667,343 | 22,075 | 0.04% | 0.04% | 63 | +9,448 | 1.44% | Q4 2025 | Feb 12, 2026 |
| Eaton-Cambridge Inc. | History | Added to | 650,541 | 21,519 | 7.06% | 7.05% | 64 | +18,590 | 2.94% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 649,188 | 21,475 | 1.14% | 1.15% | 65 | +17,191 | 2.72% | Q4 2025 | Jan 20, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 648,861 | 21,464 | 4.42% | 4.48% | 66 | -16,168 | -2.43% | Q4 2025 | Jan 27, 2026 |
| Tencap Wealth Coaching, LLC | History | New | 614,169 | 20,344 | 7.7% | — | 67 | +614,169 | New | Q4 2025 | Feb 11, 2026 |
| Premier Financial Group | History | Reduced | 608,085 | 20,149 | 5.25% | 5.45% | 68 | -28,183 | -4.43% | Q4 2025 | Feb 09, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 608,709 | 20,137 | 0.25% | 0.21% | 69 | +99,224 | 19.48% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | New | 604,679 | 20,002 | 0.58% | — | 70 | +604,679 | New | Q4 2025 | Feb 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 594,715 | 19,673 | 0.03% | 0.02% | 71 | +17,258 | 2.99% | Q4 2025 | Feb 12, 2026 |
| Evanson Asset Management, LLC | History | Added to | 579,153 | 19,158 | 1.03% | 1.02% | 72 | +16,355 | 2.91% | Q4 2025 | Jan 12, 2026 |
| BCR Wealth Strategies, LLC | History | Added to | 572,820 | 18,948 | 6.28% | 6.35% | 73 | +9,633 | 1.71% | Q4 2025 | Jan 23, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 565,650 | 18,711 | 3.79% | 3.63% | 74 | +60,910 | 12.07% | Q4 2025 | Jan 09, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 560,588 | 18,544 | 4.95% | 4.78% | 75 | +18,531 | 3.42% | Q4 2025 | Jan 23, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 558,951 | 18,490 | 2.81% | 2.71% | 76 | +31,666 | 6.01% | Q4 2025 | Jan 30, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 542,671 | 17,951 | 7.56% | 7.56% | 77 | +9,822 | 1.84% | Q4 2025 | Feb 02, 2026 |
| CAPSTONE CAPITAL LLC | History | Reduced | 529,203 | 17,506 | 11.37% | 11.65% | 78 | -14,439 | -2.66% | Q4 2025 | Jan 22, 2026 |
| Aspen Capital Management, LLC | History | Added to | 524,885 | 17,363 | 4.3% | 4.14% | 79 | +18,470 | 3.65% | Q4 2025 | Jan 29, 2026 |
| SACHEM HILL LLC | History | Added to | 519,744 | 17,193 | 3.34% | 3.3% | 80 | +5,773 | 1.12% | Q4 2025 | Feb 12, 2026 |
| von Borstel & Associates, Inc. | History | Added to | 514,087 | 17,006 | 3.99% | 2.62% | 81 | +76 | 0.01% | Q4 2025 | Feb 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 508,983 | 16,837 | 0.23% | 0.3% | 82 | +17,129 | 3.48% | Q4 2025 | Feb 06, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 505,008 | 16,705 | 3.02% | 2.99% | 83 | +10,209 | 2.06% | Q4 2025 | Jan 14, 2026 |
| Equita Financial Network, Inc. | History | Added to | 503,023 | 16,639 | 5.01% | 5.06% | 84 | +35,985 | 7.7% | Q4 2025 | Jan 29, 2026 |
| Creative Planning | History | Added to | 498,179 | 16,479 | 0.01% | 0.01% | 85 | +54,674 | 12.33% | Q4 2025 | Feb 17, 2026 |
| Flagstone Financial Management | History | Reduced | 492,792 | 16,301 | 4.18% | 4.27% | 86 | -11,356 | -2.25% | Q4 2025 | Feb 09, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 492,266 | 16,284 | 6.48% | 6.59% | 87 | -2,267 | -0.46% | Q4 2025 | Feb 06, 2026 |
| Planning Center, Inc. | History | Reduced | 491,490 | 16,258 | 1.66% | 1.81% | 88 | -45,810 | -8.53% | Q4 2025 | Feb 02, 2026 |
| Emprise Bank | History | Added to | 489,429 | 16,190 | 6.73% | 6.64% | 89 | +9,976 | 2.08% | Q4 2025 | Jan 28, 2026 |
| Financial Planning Navigators CORP | History | New | 473,647 | 15,668 | 7.19% | — | 90 | +473,647 | New | Q4 2025 | Jan 16, 2026 |
| Verisail Partners, LLC | History | Added to | 468,061 | 15,483 | 6.36% | 6.33% | 91 | +3,024 | 0.65% | Q4 2025 | Jan 29, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 454,063 | 15,020 | 5.75% | 5.65% | 92 | +17,060 | 3.9% | Q4 2025 | Jan 30, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 545,310 | 14,935 | 5.19% | 5.41% | 93 | +21,102 | 4.03% | Q4 2025 | Jan 09, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 444,894 | 14,717 | 4.45% | 4.61% | 94 | +3,741 | 0.85% | Q4 2025 | Jan 22, 2026 |
| Straight Path Wealth Management | History | Added to | 439,108 | 14,525 | 3.92% | 3.65% | 95 | +17,154 | 4.07% | Q4 2025 | Feb 11, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 429,703 | 14,214 | 3.13% | 2.91% | 96 | +43,702 | 11.32% | Q4 2025 | Jan 29, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 424,214 | 14,032 | 2.6% | 3.13% | 97 | +54,372 | 14.7% | Q4 2025 | Jan 26, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 422,874 | 13,988 | 1.15% | 1.01% | 98 | +11,761 | 2.86% | Q4 2025 | Feb 17, 2026 |
| Hassell Wealth Management, LLC | History | Reduced | 401,317 | 13,933 | 4.66% | 4.58% | 99 | -10,471 | -2.54% | Q4 2025 | Jan 26, 2026 |
| BFSG, LLC | History | Reduced | 407,067 | 13,465 | 1.31% | 1.3% | 100 | -11,841 | -2.83% | Q4 2025 | Jan 22, 2026 |
| Cravens & Co Advisors, LLC | History | Added to | 384,582 | 13,245 | 8.67% | 8.18% | 101 | +10,859 | 2.91% | Q4 2025 | Feb 10, 2026 |
| Financial Symmetry Inc | History | Added to | 385,417 | 12,749 | 5.2% | 5.32% | 102 | +15,150 | 4.09% | Q4 2025 | Jan 28, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 383,360 | 12,681 | 6.73% | — | 103 | +383,360 | New | Q4 2025 | Jan 30, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 381,498 | 12,619 | 4.44% | 4.97% | 104 | +16,409 | 4.49% | Q4 2025 | Feb 06, 2026 |
| Krilogy Financial LLC | History | Added to | 342,059 | 12,187 | 0.41% | 0.41% | 105 | +8,516 | 2.55% | Q4 2025 | Jan 27, 2026 |
| New Dimensions Wealth Management, LLC | History | Reduced | 364,199 | 12,047 | 10.3% | 10.35% | 106 | -4,231 | -1.15% | Q4 2025 | Feb 03, 2026 |
| Level Financial Advisors | History | Added to | 361,010 | 11,942 | 3.16% | 2.84% | 107 | +47,274 | 15.07% | Q4 2025 | Jan 26, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 358,432 | 11,856 | 4.54% | 4.41% | 108 | +18,435 | 5.42% | Q4 2025 | Jan 30, 2026 |
| Physician Wealth Solutions Inc. | History | Reduced | 356,677 | 11,798 | 5.0% | 5.11% | 109 | -8,349 | -2.29% | Q4 2025 | Jan 12, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 349,070 | 11,547 | 2.03% | 1.88% | 110 | +26,907 | 8.35% | Q4 2025 | Jan 15, 2026 |
| Allworth Financial LP | History | New | 339,821 | 11,241 | 0.05% | — | 111 | +339,821 | New | Q4 2025 | Feb 05, 2026 |
| JGP Wealth Management, LLC | History | Added to | 338,580 | 11,200 | 1.17% | 1.21% | 112 | +1,882 | 0.56% | Q4 2025 | Jan 12, 2026 |
| Watchman Group, Inc. | History | Reduced | 337,858 | 11,176 | 2.67% | 2.67% | 113 | -6,510 | -1.89% | Q4 2025 | Feb 06, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 337,708 | 11,171 | 5.82% | 5.86% | 114 | +4,091 | 1.23% | Q4 2025 | Jan 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 335,957 | 11,113 | 0.03% | 0.03% | 115 | +23,376 | 7.48% | Q4 2025 | Feb 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 335,660 | 11,103 | 0.04% | 0.06% | 116 | -80,804 | -19.4% | Q4 2025 | Feb 18, 2026 |
| Blume Capital Management, Inc. | History | Added to | 335,561 | 11,100 | 2.02% | 2.03% | 117 | +2,350 | 0.71% | Q4 2025 | Feb 05, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 334,424 | 11,062 | 0.25% | 0.24% | 118 | -44,124 | -11.66% | Q4 2025 | Feb 17, 2026 |
| Trust Co of the South | History | Added to | 329,869 | 10,912 | 1.75% | 1.72% | 119 | +7,040 | 2.18% | Q4 2025 | Jan 05, 2026 |
| RFG Advisory, LLC | History | Added to | 326,474 | 10,799 | 0.2% | 0.07% | 120 | +216,264 | 196.23% | Q4 2025 | Feb 03, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 325,185 | 10,757 | 3.9% | 3.74% | 121 | +23,825 | 7.91% | Q4 2025 | Jan 15, 2026 |
| Vannoy Advisory Group, Inc. | History | Reduced | 324,658 | 10,739 | 6.81% | 6.9% | 122 | -4,705 | -1.43% | Q4 2025 | Jan 15, 2026 |
| Prospect Financial Group LLC | History | Added to | 321,766 | 10,644 | 9.9% | 7.75% | 123 | +74,455 | 30.11% | Q4 2025 | Feb 10, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 317,101 | 10,489 | 5.25% | 4.89% | 124 | +40,046 | 14.45% | Q4 2025 | Jan 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 316,648 | 10,474 | 0.38% | 0.38% | 125 | +61,794 | 24.25% | Q4 2025 | Feb 09, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 313,769 | 10,379 | 4.09% | 4.13% | 126 | -3,163 | -1.0% | Q4 2025 | Jan 27, 2026 |
| Burk Holdings LLC | History | Added to | 312,748 | 10,345 | 4.93% | 5.08% | 127 | +16,251 | 5.48% | Q4 2025 | Feb 12, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 309,777 | 10,247 | 1.61% | 1.46% | 128 | +33,998 | 12.33% | Q4 2025 | Jan 14, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 309,068 | 10,223 | 2.68% | 2.53% | 129 | +27,199 | 9.65% | Q4 2025 | Feb 06, 2026 |
| Timonier Family Office, LTD. | History | Added to | 305,037 | 10,090 | 3.2% | 3.06% | 130 | +13,715 | 4.71% | Q4 2025 | Feb 04, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 302,430 | 10,004 | 3.61% | 3.75% | 131 | -9,254 | -2.97% | Q4 2025 | Jan 14, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 297,851 | 9,852 | 1.42% | 1.39% | 132 | +27,004 | 9.97% | Q4 2025 | Feb 09, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 294,698 | 9,748 | 3.0% | 3.06% | 133 | +11,184 | 3.94% | Q4 2025 | Feb 02, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 293,189 | 9,698 | 2.37% | 2.06% | 134 | +45,328 | 18.29% | Q4 2025 | Feb 17, 2026 |
| Mattern Wealth Management LLC | History | Added to | 293,027 | 9,693 | 1.87% | 1.81% | 135 | +10,593 | 3.75% | Q4 2025 | Jan 16, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Added to | 286,479 | 9,476 | 0.04% | 0.04% | 136 | +29,626 | 11.53% | Q4 2025 | Feb 12, 2026 |
| Midwest Trust Co | History | Added to | 284,260 | 9,403 | 0.12% | 0.09% | 137 | +62,993 | 28.47% | Q4 2025 | Feb 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 276,989 | 9,164 | 0.01% | 0.01% | 138 | +30,085 | 12.18% | Q4 2025 | Feb 17, 2026 |
| Friday Financial | History | Added to | 277,011 | 9,163 | 3.23% | 3.16% | 139 | +41,879 | 17.81% | Q4 2025 | Jan 09, 2026 |
| Fortitude Family Office, LLC | History | Added to | 271,257 | 8,973 | 2.09% | 2.07% | 140 | +30,910 | 12.86% | Q4 2025 | Jan 15, 2026 |
| One Degree Advisors Inc | History | Added to | 270,107 | 8,935 | 2.46% | 2.36% | 141 | +30,353 | 12.66% | Q4 2025 | Feb 06, 2026 |
| United Wealth Management, LLC | History | Added to | 268,427 | 8,879 | 2.3% | 2.3% | 142 | +5,030 | 1.91% | Q4 2025 | Feb 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 268,331 | 8,876 | 0.11% | 0.08% | 143 | +6,146 | 2.34% | Q4 2025 | Feb 13, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 268,094 | 8,868 | 2.73% | 2.67% | 144 | +14,726 | 5.81% | Q4 2025 | Feb 05, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 266,474 | 8,814 | 4.06% | 3.97% | 145 | +9,390 | 3.65% | Q4 2025 | Jan 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 266,350 | 8,810 | 0.12% | 0.04% | 146 | +171,733 | 181.5% | Q4 2025 | Feb 10, 2026 |
| American Investment Services, Inc. | History | Added to | 265,385 | 8,778 | 2.04% | 1.96% | 147 | +10,903 | 4.28% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 262,582 | 8,686 | 0.02% | 0.02% | 148 | -1,655 | -0.63% | Q4 2025 | Feb 13, 2026 |
| BCO Wealth Management LLC | History | Added to | 257,203 | 8,508 | 5.22% | 5.2% | 149 | +11,552 | 4.7% | Q4 2025 | Jan 14, 2026 |
| Tillman Hartley LLC | History | Reduced | 255,280 | 8,444 | 2.12% | 2.12% | 150 | -10 | -0.0% | Q4 2025 | Feb 13, 2026 |
| SwitchPoint Financial Planning, LLC | History | Added to | 249,979 | 8,269 | 5.79% | 5.73% | 151 | +3,462 | 1.4% | Q4 2025 | Feb 17, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Reduced | 248,556 | 8,222 | 5.09% | 5.52% | 152 | -10,624 | -4.1% | Q4 2025 | Feb 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 248,239 | 8,211 | 0.01% | 0.01% | 153 | +14,192 | 6.06% | Q4 2025 | Feb 10, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 247,488 | 8,186 | 0.49% | 0.92% | 154 | -247,180 | -49.97% | Q4 2025 | Jan 20, 2026 |
| Versant Capital Management, Inc | History | Added to | 246,211 | 8,144 | 1.02% | 0.9% | 155 | +40,820 | 19.87% | Q4 2025 | Jan 08, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 241,423 | 7,986 | 1.24% | 1.17% | 156 | +17,825 | 7.97% | Q4 2025 | Jan 21, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 241,160 | 7,977 | 3.71% | 3.78% | 157 | +11,492 | 5.0% | Q4 2025 | Jan 26, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 240,491 | 7,955 | 3.53% | 3.35% | 158 | +24,318 | 11.25% | Q4 2025 | Jan 16, 2026 |
| Lutz Financial Services LLC | History | Added to | 240,175 | 7,945 | 0.54% | 0.53% | 159 | +11,751 | 5.14% | Q4 2025 | Feb 06, 2026 |
| XY Planning Network, Inc. | History | Added to | 239,806 | 7,932 | 1.38% | 1.09% | 160 | +132,382 | 123.23% | Q4 2025 | Jan 26, 2026 |
| O'Connor Financial Group LLC | History | Reduced | 220,686 | 7,838 | 3.13% | 3.04% | 161 | -5,068 | -2.24% | Q4 2025 | Jan 26, 2026 |
| DAVENPORT & Co LLC | History | Added to | 231,194 | 7,647 | 0.04% | 0.04% | 162 | +5,156 | 2.28% | Q4 2025 | Jan 12, 2026 |
| Hiley Hunt Wealth Management | History | Reduced | 230,425 | 7,622 | 3.41% | 3.59% | 163 | -7,490 | -3.15% | Q4 2025 | Jan 06, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 230,304 | 7,618 | 1.96% | 1.95% | 164 | +2,844 | 1.25% | Q4 2025 | Feb 06, 2026 |
| Clarity Wealth Development LLC | History | Added to | 224,048 | 7,411 | 6.27% | 5.98% | 165 | +25,276 | 12.72% | Q4 2025 | Feb 11, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 219,120 | 7,248 | 1.32% | 1.33% | 166 | -338 | -0.15% | Q4 2025 | Feb 09, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 218,386 | 7,224 | 3.09% | 3.5% | 167 | -41,605 | -16.0% | Q4 2025 | Feb 10, 2026 |
| Passive Capital Management, LLC. | History | Added to | 217,976 | 7,210 | 2.25% | 2.21% | 168 | +6,428 | 3.04% | Q4 2025 | Feb 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 217,530 | 7,195 | 0.41% | 0.23% | 169 | +92,970 | 74.64% | Q4 2025 | Jan 14, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 217,283 | 7,187 | 0.93% | 1.04% | 170 | -13,792 | -5.97% | Q4 2025 | Feb 04, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 214,377 | 7,091 | 4.64% | 4.32% | 171 | +10,090 | 4.94% | Q4 2025 | Jan 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 214,214 | 7,086 | 0.05% | 0.05% | 172 | +3,512 | 1.67% | Q4 2025 | Feb 12, 2026 |
| B&D White Capital Company, LLC | History | Added to | 214,023 | 7,079 | 0.82% | 0.53% | 173 | +83,824 | 64.38% | Q4 2025 | Feb 13, 2026 |
| Pacific Asset Management, LLC | History | Added to | 213,025 | 7,046 | 4.23% | 4.64% | 174 | +175 | 0.08% | Q4 2025 | Jan 28, 2026 |
| Financial Harvest, LLC | History | Added to | 210,609 | 6,966 | 4.3% | 4.3% | 175 | +11,756 | 5.91% | Q4 2025 | Feb 10, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 210,337 | 6,957 | 1.5% | 1.4% | 176 | +35,805 | 20.51% | Q4 2025 | Feb 09, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 205,313 | 6,791 | 1.87% | 2.17% | 177 | -8,043 | -3.77% | Q4 2025 | Feb 10, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 203,340 | 6,726 | 2.1% | 2.19% | 178 | -3,259 | -1.58% | Q4 2025 | Jan 12, 2026 |
| HB Wealth Management, LLC | History | Reduced | 200,786 | 6,642 | 0.04% | 0.04% | 179 | -122 | -0.06% | Q4 2025 | Jan 28, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 186,245 | 6,160 | 0.82% | 0.79% | 180 | +16,133 | 9.48% | Q4 2025 | Jan 21, 2026 |
| SageOak Financial, LLC | History | Reduced | 182,310 | 6,030 | 4.36% | 4.39% | 181 | -3,993 | -2.14% | Q4 2025 | Feb 13, 2026 |
| Longview Financial Advisors LLC | History | Added to | 181,478 | 6,003 | 3.31% | 3.29% | 182 | +3,279 | 1.84% | Q4 2025 | Jan 14, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 169,761 | 5,943 | 3.02% | 2.98% | 183 | +9,648 | 6.03% | Q4 2025 | Jan 27, 2026 |
| Vantage Point Financial LLC | History | Added to | 179,664 | 5,943 | 2.13% | 2.19% | 184 | +3,176 | 1.8% | Q4 2025 | Feb 02, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 179,086 | 5,924 | 0.01% | 0.01% | 185 | +1,383 | 0.78% | Q4 2025 | Feb 02, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 178,383 | 5,900 | 3.3% | 3.26% | 186 | +465 | 0.26% | Q4 2025 | Feb 13, 2026 |
| Sensenig Capital Advisors, Inc | History | New | 177,356 | 5,866 | 5.96% | — | 187 | +177,356 | New | Q4 2025 | Jan 21, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 172,070 | 5,692 | 0.1% | 0.11% | 188 | -1,512 | -0.87% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 170,751 | 5,648 | 0.02% | 0.02% | 189 | +10,921 | 6.83% | Q4 2025 | Feb 13, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 164,686 | 5,447 | 2.35% | 2.39% | 190 | -3,549 | -2.11% | Q4 2025 | Jan 15, 2026 |
| Vistica Wealth Advisors, LLC | History | New | 163,805 | 5,418 | 5.39% | — | 191 | +163,805 | New | Q4 2025 | Feb 13, 2026 |
| LifeGuide Financial Advisors, LLC | History | Added to | 157,246 | 5,319 | 1.76% | 1.64% | 192 | +7,202 | 4.8% | Q4 2025 | Jan 05, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 159,561 | 5,278 | 0.13% | 0.13% | 193 | -5,116 | -3.11% | Q4 2025 | Jan 28, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 159,346 | 5,271 | 3.02% | 2.92% | 194 | +9,563 | 6.38% | Q4 2025 | Feb 10, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 154,547 | 5,112 | 1.56% | 1.42% | 195 | +16,848 | 12.24% | Q4 2025 | Jan 16, 2026 |
| NorthAvenue LLC | History | New | 148,394 | 4,908 | 4.06% | — | 196 | +148,394 | New | Q4 2025 | Apr 02, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 143,133 | 4,886 | 0.72% | 0.78% | 197 | -8,487 | -5.6% | Q4 2025 | Jan 26, 2026 |
| HBE Wealth Management, LLC | History | New | 146,581 | 4,848 | 4.56% | — | 198 | +146,581 | New | Q4 2025 | Jan 20, 2026 |
| Prism Planning Partners LLC | History | New | 142,474 | 4,713 | 5.29% | — | 199 | +142,474 | New | Q4 2025 | Feb 11, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 140,799 | 4,657 | 2.81% | 2.83% | 200 | +543 | 0.39% | Q4 2025 | Feb 02, 2026 |
| EP Wealth Advisors, LLC | History | New | 140,070 | 4,633 | 0.02% | — | 201 | +140,070 | New | Q4 2025 | Feb 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 139,346 | 4,609 | 0.0% | 0.0% | 202 | +79,372 | 132.34% | Q4 2025 | Feb 18, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 138,059 | 4,566 | 0.87% | 0.17% | 203 | +112,498 | 440.12% | Q4 2025 | Jan 14, 2026 |
| Avant Financial Advisors LLC | History | Added to | 137,037 | 4,533 | 3.26% | 3.27% | 204 | +1,690 | 1.25% | Q4 2025 | Jan 15, 2026 |
| Foundry Financial LLC | History | New | 136,862 | 4,527 | 2.38% | — | 205 | +136,862 | New | Q4 2025 | Feb 17, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 135,980 | 4,498 | 0.25% | 0.26% | 206 | -1,714 | -1.24% | Q4 2025 | Feb 02, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 134,314 | 4,443 | 1.53% | 1.74% | 207 | -3,435 | -2.49% | Q4 2025 | Jan 08, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 129,920 | 4,297 | 2.93% | 2.4% | 208 | +20,235 | 18.45% | Q4 2025 | Jan 16, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 129,386 | 4,280 | 2.32% | 2.34% | 209 | +637 | 0.49% | Q4 2025 | Feb 02, 2026 |
| BetterWealth, LLC | History | Reduced | 129,130 | 4,271 | 0.97% | 1.0% | 210 | -1,870 | -1.43% | Q4 2025 | Jan 15, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | New | 128,301 | 4,244 | 3.98% | — | 211 | +128,301 | New | Q4 2025 | Feb 19, 2026 |
| Visionary Wealth Advisors | History | Added to | 122,151 | 4,040 | 0.18% | 0.14% | 212 | +30,174 | 32.81% | Q4 2025 | Feb 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 120,794 | 3,995 | 0.21% | 0.22% | 213 | -5,316 | -4.22% | Q4 2025 | Mar 04, 2026 |
| Sageworth Trust Co of South Dakota | History | Added to | 120,036 | 3,970 | 3.24% | 2.49% | 214 | +37,551 | 45.52% | Q4 2025 | Jan 30, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 119,231 | 3,944 | 1.79% | 1.85% | 215 | -111 | -0.09% | Q4 2025 | Jan 26, 2026 |
| Porter White Investment Advisors, Inc. | History | Reduced | 118,379 | 3,915 | 1.61% | 1.69% | 216 | -4,708 | -3.82% | Q4 2025 | Jan 29, 2026 |
| Avior Wealth Management, LLC | History | Added to | 117,027 | 3,871 | 0.12% | 0.12% | 217 | +1,984 | 1.72% | Q4 2025 | Jan 06, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 110,355 | 3,785 | 0.48% | 0.46% | 218 | +2,783 | 2.59% | Q4 2025 | Jan 14, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 113,878 | 3,767 | 0.37% | 0.39% | 219 | -5,911 | -4.93% | Q4 2025 | Feb 02, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 113,600 | 3,757 | 0.07% | 0.07% | 220 | -800 | -0.7% | Q4 2025 | Jan 22, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 112,801 | 3,731 | 0.47% | 0.5% | 221 | -795 | -0.7% | Q4 2025 | Jan 21, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 109,962 | 3,637 | 0.0% | 0.0% | 222 | +10,469 | 10.52% | Q4 2025 | Feb 11, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 108,392 | 3,585 | 0.94% | 0.95% | 224 | +497 | 0.46% | Q4 2025 | Feb 06, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 100,751 | 3,585 | 0.68% | 0.67% | 223 | -377 | -0.37% | Q4 2025 | Jan 27, 2026 |
| Family Office Research LLC | History | Reduced | 108,371 | 3,583 | 1.46% | 1.52% | 225 | -225 | -0.21% | Q4 2025 | Feb 09, 2026 |
| Cloud Capital Management, LLC | History | Added to | 108,328 | 3,582 | 1.69% | 1.54% | 226 | +17,439 | 19.19% | Q4 2025 | Feb 12, 2026 |
| American Capital Advisory, LLC | History | Added to | 107,694 | 3,562 | 1.54% | 1.19% | 227 | +27,598 | 34.46% | Q4 2025 | Jan 30, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 107,381 | 3,552 | 0.21% | 0.2% | 228 | -2,953 | -2.68% | Q4 2025 | Jan 30, 2026 |
| Wheels Up Wealth, Inc. | History | New | 107,273 | 3,548 | 3.31% | — | 229 | +107,273 | New | Q4 2025 | Feb 17, 2026 |
| Platform Wealth Management, LLC | History | New | 104,901 | 3,470 | 0.92% | — | 230 | +104,901 | New | Q4 2025 | Feb 11, 2026 |
| Five Oceans Advisors | History | Reduced | 103,937 | 3,438 | 1.21% | 1.26% | 231 | -3,146 | -2.94% | Q4 2025 | Jan 16, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 103,628 | 3,428 | 2.07% | 1.92% | 232 | +5,601 | 5.71% | Q4 2025 | Feb 10, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 97,802 | 3,425 | 0.22% | 0.22% | 233 | -1,029 | -1.04% | Q4 2025 | Jan 23, 2026 |
| Sowell Financial Services LLC | History | Added to | 103,025 | 3,408 | 0.13% | 0.12% | 234 | +5,630 | 5.78% | Q4 2025 | Jan 21, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 102,897 | 3,403 | 0.48% | 0.51% | 235 | +1,772 | 1.75% | Q4 2025 | Jan 12, 2026 |
| Total Wealth Planning, LLC | History | Reduced | 100,344 | 3,319 | 7.1% | 6.84% | 236 | -1,743,890 | -94.56% | Q4 2025 | Feb 13, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 99,696 | 3,297 | 2.91% | — | 237 | +99,696 | New | Q4 2025 | Feb 05, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 98,378 | 3,254 | 2.23% | 2.27% | 238 | -1,147 | -1.15% | Q4 2025 | Jan 05, 2026 |
| Aspen Wealth Management LLC | History | Added to | 97,740 | 3,233 | 0.68% | 0.66% | 239 | +4,866 | 5.24% | Q4 2025 | Jan 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 97,699 | 3,231 | 0.01% | 0.01% | 240 | +62 | 0.06% | Q4 2025 | Feb 17, 2026 |
| M Holdings Securities, Inc. | History | Added to | 96,778 | 3,201 | 0.23% | 0.24% | 241 | +61,736 | 176.18% | Q4 2025 | Feb 11, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 96,044 | 3,177 | 1.61% | 1.62% | 242 | +3,684 | 3.99% | Q4 2025 | Jan 21, 2026 |
| Capstone Wealth Management, LLC | History | Added to | 91,832 | 3,037 | 2.22% | 2.21% | 243 | +2,421 | 2.71% | Q4 2025 | Jan 20, 2026 |
| Shore Point Advisors, LLC | History | Added to | 90,063 | 2,979 | 1.26% | 1.18% | 244 | +6,499 | 7.78% | Q4 2025 | Jan 23, 2026 |
| JNBA Financial Advisors | History | Reduced | 89,983 | 2,976 | 0.26% | 0.28% | 245 | -6,957 | -7.18% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 89,550 | 2,962 | 0.11% | 0.1% | 246 | +9,979 | 12.54% | Q4 2025 | Feb 06, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 89,126 | 2,948 | 0.22% | 0.22% | 247 | +52 | 0.06% | Q4 2025 | Feb 10, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | New | 81,873 | 2,908 | 3.17% | — | 248 | +81,873 | New | Q4 2025 | Mar 02, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 87,136 | 2,882 | 0.43% | 0.15% | 249 | +59,184 | 211.73% | Q4 2025 | Feb 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 86,823 | 2,872 | 0.05% | 0.05% | 250 | +8,780 | 11.25% | Q4 2025 | Feb 19, 2026 |
| MORGAN STANLEY | History | Reduced | 86,604 | 2,864 | 0.0% | 0.0% | 251 | -93,745 | -51.98% | Q4 2025 | Feb 13, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 84,352 | 2,790 | 0.99% | 0.56% | 252 | +5,234 | 6.62% | Q4 2025 | Feb 03, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 84,247 | 2,786 | 0.0% | 0.0% | 253 | +17,204 | 25.66% | Q4 2025 | Feb 17, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Added to | 83,667 | 2,767 | 0.75% | 0.68% | 254 | +644 | 0.78% | Q4 2025 | Jan 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 81,750 | 2,704 | 0.0% | — | 255 | +81,750 | New | Q4 2025 | Feb 05, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 80,903 | 2,676 | 0.79% | 0.55% | 256 | +30,513 | 60.55% | Q4 2025 | Jan 15, 2026 |
| Austin Asset Management Co Inc | History | Added to | 80,114 | 2,650 | 0.44% | 0.44% | 257 | +5,631 | 7.56% | Q4 2025 | Feb 04, 2026 |
| BluePrint Investing LLC | History | New | 79,650 | 2,634 | 2.1% | — | 258 | +79,650 | New | Q4 2025 | Feb 05, 2026 |
| Abel Hall, LLC | History | Reduced | 79,280 | 2,622 | 0.61% | 1.04% | 259 | -1,027 | -1.28% | Q4 2025 | Feb 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 76,070 | 2,516 | 0.05% | 0.04% | 260 | +14,000 | 22.56% | Q4 2025 | Feb 06, 2026 |
| Shearwater Capital LLC | History | Reduced | 75,226 | 2,488 | 1.43% | 1.49% | 261 | -2,857 | -3.66% | Q4 2025 | Jan 13, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Reduced | 74,910 | 2,478 | 1.17% | 1.19% | 262 | -1,984 | -2.58% | Q4 2025 | Feb 10, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 72,852 | 2,409 | 1.88% | — | 263 | +72,852 | New | Q4 2025 | Mar 05, 2026 |
| HEFFERNAN ADVISORY, INC | History | New | 72,539 | 2,399 | 2.3% | — | 264 | +72,539 | New | Q4 2025 | Feb 03, 2026 |
| PW ADVISORS, LLC \ FL | History | New | 72,345 | 2,393 | 1.92% | — | 265 | +72,345 | New | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 72,266 | 2,390 | 0.03% | 0.03% | 266 | +13,378 | 22.72% | Q4 2025 | Jan 23, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 68,931 | 2,280 | 0.04% | 0.04% | 267 | +8,509 | 14.08% | Q4 2025 | Jan 14, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 65,625 | 2,170 | 0.89% | 0.86% | 268 | +2,016 | 3.17% | Q4 2025 | Jan 09, 2026 |
| Waverly Advisors, LLC | History | New | 64,799 | 2,143 | 0.02% | — | 269 | +64,799 | New | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 64,129 | 2,121 | 0.02% | 0.02% | 270 | +1,502 | 2.4% | Q4 2025 | Feb 12, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 63,757 | 2,109 | 1.52% | 1.44% | 271 | -2,830 | -4.25% | Q4 2025 | Mar 12, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 62,739 | 2,075 | 0.5% | 0.5% | 272 | +1,736 | 2.85% | Q4 2025 | Jan 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 62,384 | 2,068 | 0.08% | 0.12% | 273 | +2,290 | 3.81% | Q4 2025 | Feb 13, 2026 |
| SHUFRO ROSE & CO LLC | History | New | 62,339 | 2,062 | 0.14% | — | 274 | +62,339 | New | Q4 2025 | Feb 09, 2026 |
| VeraBank, N.A. | History | Reduced | 61,447 | 2,032 | 0.37% | 0.39% | 275 | -3,489 | -5.37% | Q4 2025 | Feb 11, 2026 |
| WorthPointe, LLC | History | Added to | 60,469 | 2,000 | 0.53% | 0.24% | 276 | +40,362 | 200.74% | Q4 2025 | Jan 26, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 59,906 | 1,981 | 0.19% | 0.09% | 277 | +37,479 | 167.12% | Q4 2025 | Jan 22, 2026 |
| Parallel Advisors, LLC | History | Reduced | 59,796 | 1,978 | 0.04% | 0.04% | 278 | -1,405 | -2.3% | Q4 2025 | Feb 11, 2026 |
| Strategent Financial, LLC | History | Added to | 59,680 | 1,974 | 1.25% | 1.07% | 279 | +13,137 | 28.23% | Q4 2025 | Jan 29, 2026 |
| Veratis Advisors, Inc. | History | New | 53,576 | 1,961 | 1.55% | — | 280 | +53,576 | New | Q4 2025 | Feb 18, 2026 |
| Security Financial Services, INC. | History | New | 58,336 | 1,929 | 0.3% | — | 281 | +58,336 | New | Q4 2025 | Jan 27, 2026 |
| Warburton Capital Management, LLC | History | Added to | 56,847 | 1,880 | 1.06% | 1.1% | 282 | +257 | 0.45% | Q4 2025 | Jan 23, 2026 |
| ENZI WEALTH | History | Reduced | 54,057 | 1,874 | 0.66% | 2.25% | 283 | -142,568 | -72.51% | Q4 2025 | Jan 15, 2026 |
| Financial Alternatives, Inc | History | Reduced | 56,527 | 1,869 | 1.09% | 1.11% | 284 | -408 | -0.72% | Q4 2025 | Feb 04, 2026 |
| Sprinkle Financial Consultants LLC | History | Reduced | 56,197 | 1,859 | 0.94% | 1.02% | 285 | -1,001 | -1.75% | Q4 2025 | Jan 08, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 51,634 | 1,834 | 0.05% | 0.05% | 286 | -3,103 | -5.67% | Q4 2025 | Jan 28, 2026 |
| Liberty Capital Management, Inc. | History | Added to | 55,216 | 1,826 | 0.34% | 0.33% | 287 | +714 | 1.31% | Q4 2025 | Jan 26, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 49,702 | 1,799 | 0.81% | 0.86% | 288 | -2,381 | -4.57% | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 54,301 | 1,796 | 0.03% | 0.03% | 289 | +2,170 | 4.16% | Q4 2025 | Jan 16, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | New | 53,112 | 1,756 | 0.19% | — | 290 | +53,112 | New | Q4 2025 | Jan 09, 2026 |
| PINNEY & SCOFIELD, INC. | History | Reduced | 51,655 | 1,708 | 0.97% | 1.03% | 291 | -35 | -0.07% | Q4 2025 | Feb 13, 2026 |
| Ballast Financial Advisors LLC | History | New | 51,591 | 1,706 | 1.76% | — | 293 | +51,591 | New | Q4 2025 | Feb 17, 2026 |
| Applied Capital LLC | History | Reduced | 51,578 | 1,706 | 0.66% | 0.67% | 292 | -650 | -1.24% | Q4 2025 | Jan 16, 2026 |
| Vestment Financial LLC | History | Reduced | 49,628 | 1,702 | 0.88% | 1.04% | 294 | -6,576 | -11.7% | Q4 2025 | Jan 23, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 51,311 | 1,697 | 0.23% | 0.18% | 295 | +10,012 | 24.24% | Q4 2025 | Jan 16, 2026 |
| BDFS Capital LLC | History | New | 50,972 | 1,686 | 0.85% | — | 296 | +50,972 | New | Q4 2025 | Feb 26, 2026 |
| Torren Management, LLC | History | New | 50,903 | 1,683 | 0.86% | — | 297 | +50,903 | New | Q4 2025 | Jan 30, 2026 |
| Core Wealth Management, Inc. | History | Added to | 50,408 | 1,667 | 0.52% | 0.51% | 298 | +721 | 1.45% | Q4 2025 | Jan 28, 2026 |
| Breakwater Capital Group | History | Added to | 50,067 | 1,656 | 0.23% | 0.2% | 299 | +6,942 | 16.1% | Q4 2025 | Jan 09, 2026 |
| NWAM LLC | History | Added to | 47,634 | 1,653 | 0.09% | 0.08% | 300 | +106 | 0.22% | Q4 2025 | Feb 04, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 49,251 | 1,629 | 0.66% | 0.73% | 301 | -1,322 | -2.61% | Q4 2025 | Jan 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 48,562 | 1,606 | 0.05% | 0.05% | 302 | +13,996 | 40.49% | Q4 2025 | Jan 20, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 43,513 | 1,596 | 0.66% | 0.62% | 303 | +1,924 | 4.63% | Q4 2025 | Feb 13, 2026 |
| Essential Planning, LLC. | History | Added to | 47,830 | 1,582 | 0.5% | 0.38% | 304 | +13,176 | 38.02% | Q4 2025 | Jan 15, 2026 |
| Approach Retirement Advisors, LLC | History | New | 47,606 | 1,574 | 1.36% | — | 305 | +47,606 | New | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 43,879 | 1,513 | 0.0% | 0.0% | 306 | -15,893 | -26.59% | Q4 2025 | Jan 08, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 45,356 | 1,500 | 0.59% | 0.59% | 307 | +1,754 | 4.02% | Q4 2025 | Jan 22, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 43,426 | 1,436 | 0.81% | 0.75% | 308 | -425 | -0.97% | Q4 2025 | Jan 14, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Added to | 42,087 | 1,392 | 1.1% | 1.01% | 309 | +4,613 | 12.31% | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | Added to | 41,639 | 1,377 | 0.07% | 0.08% | 310 | +1,015 | 2.5% | Q4 2025 | Feb 10, 2026 |
| Grunden Financial Advisory, Inc. | History | Added to | 41,193 | 1,362 | 0.53% | 0.49% | 311 | +3,524 | 9.36% | Q4 2025 | Jan 27, 2026 |
| Vise Technologies, Inc. | History | New | 41,013 | 1,356 | 0.03% | — | 312 | +41,013 | New | Q4 2025 | Feb 11, 2026 |
| Austin Private Wealth, LLC | History | Added to | 40,673 | 1,345 | 0.1% | 0.09% | 313 | +1,805 | 4.64% | Q4 2025 | Jan 20, 2026 |
| Meritas Wealth Management, LLC | History | Reduced | 40,417 | 1,336 | 0.64% | 0.78% | 314 | -8,893 | -18.03% | Q4 2025 | Jan 14, 2026 |
| Wedmont Private Capital | History | No change | 38,960 | 1,331 | 0.05% | 0.05% | 315 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Empire Financial Management Company, LLC | History | New | 39,388 | 1,302 | 0.28% | — | 316 | +39,388 | New | Q4 2025 | Feb 12, 2026 |
| BROWN ADVISORY INC | History | No change | 38,666 | 1,279 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | New | 35,199 | 1,274 | 0.93% | — | 318 | +35,199 | New | Q4 2025 | Feb 10, 2026 |
| Corus Family Wealth Advisors | History | No change | 38,384 | 1,269 | 1.01% | 0.9% | 319 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 38,220 | 1,264 | 1.14% | — | 320 | +38,220 | New | Q4 2025 | Feb 11, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 38,198 | 1,263 | 0.17% | 0.17% | 321 | +10 | 0.03% | Q4 2025 | Jan 23, 2026 |
| Advisory Services Network, LLC | History | Added to | 37,847 | 1,251 | 0.02% | 0.02% | 322 | +1,312 | 3.59% | Q4 2025 | Feb 17, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 37,154 | 1,229 | 0.43% | 0.43% | 323 | -304 | -0.81% | Q4 2025 | Feb 09, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 37,015 | 1,224 | 0.77% | 0.72% | 324 | +2,764 | 8.07% | Q4 2025 | Feb 24, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Reduced | 36,815 | 1,217 | 0.44% | 0.42% | 325 | -368 | -0.99% | Q4 2025 | Jan 16, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 36,470 | 1,206 | 0.04% | 0.04% | 326 | -1,738 | -4.55% | Q4 2025 | Feb 17, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 35,441 | 1,172 | 0.13% | 0.13% | 327 | -160 | -0.45% | Q4 2025 | Jan 08, 2026 |
| ROYAL BANK OF CANADA | History | New | 34,131 | 1,130 | 0.0% | — | 328 | +34,131 | New | Q4 2025 | Feb 17, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 33,875 | 1,120 | 0.17% | 0.24% | 329 | +89 | 0.26% | Q4 2025 | Feb 03, 2026 |
| Two West Capital Advisors LLC | History | Added to | 33,529 | 1,109 | 0.64% | 0.66% | 330 | +651 | 1.98% | Q4 2025 | Jan 13, 2026 |
| First Financial Group Corp | History | Added to | 33,215 | 1,098 | 0.93% | 0.92% | 331 | +280 | 0.85% | Q4 2025 | Jan 28, 2026 |
| 25 LLC | History | Added to | 30,938 | 1,023 | 0.32% | 0.34% | 332 | +6 | 0.02% | Q4 2025 | Jan 15, 2026 |
| Belleair Asset Management, LLC | History | New | 30,825 | 1,019 | 0.97% | — | 333 | +30,825 | New | Q4 2025 | Jan 30, 2026 |
| Gemmer Asset Management LLC | History | Added to | 30,566 | 1,011 | 0.08% | 0.08% | 334 | +644 | 2.15% | Q4 2025 | Jan 23, 2026 |
| Elite Life Management LLC | History | New | 27,737 | 1,004 | 1.63% | — | 335 | +27,737 | New | Q4 2025 | Feb 09, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 30,026 | 993 | 0.37% | 0.39% | 336 | -859 | -2.78% | Q4 2025 | Jan 08, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Added to | 28,725 | 950 | 0.53% | 0.53% | 337 | +750 | 2.68% | Q4 2025 | Jan 09, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 28,608 | 946 | 0.39% | 0.37% | 338 | +1,498 | 5.53% | Q4 2025 | Jan 08, 2026 |
| CITIGROUP INC | History | Added to | 27,962 | 924 | 0.0% | 0.0% | 339 | +8,919 | 46.84% | Q4 2025 | Feb 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 27,540 | 911 | 0.07% | 0.05% | 340 | +9,976 | 56.8% | Q4 2025 | Jan 23, 2026 |
| Sterling Wealth Advisors Inc | History | Reduced | 27,542 | 911 | 0.55% | 0.59% | 341 | -768 | -2.71% | Q4 2025 | Jan 26, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 27,509 | 909 | 0.02% | 0.02% | 342 | +6,980 | 34.0% | Q4 2025 | Jan 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 26,940 | 891 | 0.0% | 0.0% | 343 | +9,780 | 56.99% | Q4 2025 | Feb 17, 2026 |
| GeoWealth Management, LLC | History | Added to | 26,461 | 875 | 0.03% | 0.03% | 344 | +2,285 | 9.45% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 26,383 | 872 | 0.01% | 0.0% | 345 | +5,636 | 27.17% | Q4 2025 | Feb 13, 2026 |
| Altiora Financial Group, LLC | History | Added to | 25,938 | 858 | 0.15% | 0.15% | 346 | +673 | 2.66% | Q4 2025 | Feb 12, 2026 |
| marrick wealth, LLC | History | New | 25,615 | 847 | 0.69% | — | 347 | +25,615 | New | Q4 2025 | Feb 13, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 24,762 | 819 | 0.27% | 0.23% | 348 | +7,337 | 42.11% | Q4 2025 | Feb 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 23,630 | 781 | 0.02% | 0.02% | 349 | -3,359 | -12.45% | Q4 2025 | Feb 13, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 23,333 | 771 | 0.38% | 0.35% | 350 | +1,908 | 8.91% | Q4 2025 | Feb 13, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 23,219 | 768 | 0.18% | 0.16% | 351 | +1,341 | 6.13% | Q4 2025 | Feb 17, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 22,216 | 757 | 0.02% | 0.02% | 352 | -1,619 | -6.79% | Q4 2025 | Jan 08, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 22,616 | 748 | 0.52% | 0.54% | 353 | -103 | -0.45% | Q4 2025 | Jan 08, 2026 |
| BURNEY CO/ | History | Added to | 21,831 | 722 | 0.02% | 0.02% | 354 | +2,742 | 14.36% | Q4 2025 | Jan 23, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 21,705 | 718 | 0.15% | 0.13% | 355 | +3,063 | 16.43% | Q4 2025 | Jan 16, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 21,673 | 716 | 0.01% | 0.01% | 356 | -3,132 | -12.63% | Q4 2025 | Feb 09, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 21,614 | 714 | 0.19% | 0.11% | 357 | +1,202 | 5.89% | Q4 2025 | Jan 27, 2026 |
| Private Advisor Group, LLC | History | Reduced | 21,548 | 712 | 0.0% | 0.0% | 358 | -774 | -3.47% | Q4 2025 | Feb 17, 2026 |
| Blossom Wealth Management | History | Reduced | 20,937 | 692 | 1.14% | 1.13% | 359 | -834 | -3.83% | Q4 2025 | Jan 16, 2026 |
| Modera Wealth Management, LLC | History | Added to | 20,538 | 679 | 0.01% | 0.01% | 360 | +5 | 0.02% | Q4 2025 | Jan 21, 2026 |
| RTD Financial Advisors, Inc. | History | New | 20,423 | 675 | 0.08% | — | 361 | +20,423 | New | Q4 2025 | Jan 27, 2026 |
| Oath Planning, LLC | History | New | 20,296 | 671 | 0.66% | — | 362 | +20,296 | New | Q4 2025 | Feb 12, 2026 |
| Daner Wealth Management, LLC | History | Added to | 18,301 | 669 | 0.41% | 0.38% | 363 | +423 | 2.37% | Q4 2025 | Feb 11, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 20,064 | 663 | 0.22% | 0.23% | 364 | -704 | -3.39% | Q4 2025 | Feb 05, 2026 |
| Disciplined Investments, LLC | History | No change | 20,041 | 662 | 0.25% | 0.26% | 365 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| GEM Asset Management, LLC | History | Reduced | 19,170 | 655 | 0.29% | 0.3% | 366 | -312 | -1.6% | Q4 2025 | Jan 09, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Reduced | 19,679 | 650 | 0.39% | 0.4% | 367 | -950 | -4.61% | Q4 2025 | Jan 26, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 19,592 | 648 | 0.01% | 0.01% | 368 | -2,998 | -13.27% | Q4 2025 | Feb 12, 2026 |
| E6 Portfolios, LLC | History | New | 19,541 | 646 | 0.74% | — | 369 | +19,541 | New | Q4 2025 | Feb 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 18,932 | 626 | 0.01% | 0.01% | 370 | +9,910 | 109.84% | Q4 2025 | Feb 13, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 18,691 | 618 | 0.11% | 0.1% | 371 | +329 | 1.79% | Q4 2025 | Feb 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 18,673 | 617 | 0.02% | 0.02% | 372 | +276 | 1.5% | Q4 2025 | Jan 29, 2026 |
| RB Capital Management, LLC | History | Added to | 18,624 | 616 | 0.12% | 0.08% | 373 | +6,430 | 52.73% | Q4 2025 | Feb 03, 2026 |
| Chico Wealth RIA | History | No change | 18,235 | 603 | 0.39% | 0.4% | 374 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Oceanside Advisors LLC | History | Added to | 18,024 | 596 | 0.36% | 0.35% | 375 | +559 | 3.2% | Q4 2025 | Jan 26, 2026 |
| Cogent Private Wealth, Inc. | History | New | 17,253 | 570 | 0.43% | — | 376 | +17,253 | New | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Added to | 16,956 | 560 | 0.0% | 0.0% | 377 | +4,498 | 36.11% | Q4 2025 | Feb 17, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 16,796 | 555 | 0.09% | 0.09% | 378 | +1,667 | 11.02% | Q4 2025 | Jan 12, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 16,560 | 547 | 0.23% | 0.22% | 379 | +511 | 3.18% | Q4 2025 | Jan 14, 2026 |
| Gordian Advisors LLC | History | Reduced | 16,509 | 546 | 0.36% | 0.36% | 380 | -104 | -0.63% | Q4 2025 | Feb 09, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | No change | 16,333 | 540 | 0.26% | 0.26% | 381 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Astra Wealth Partners LLC | History | Added to | 16,183 | 535 | 0.31% | 0.33% | 382 | +635 | 4.08% | Q4 2025 | Feb 02, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 16,067 | 531 | 0.09% | 0.08% | 383 | +1,247 | 8.41% | Q4 2025 | Feb 13, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 15,952 | 527 | 0.05% | 0.05% | 384 | -372 | -2.28% | Q4 2025 | Feb 06, 2026 |
| Geometric Wealth Advisors | History | No change | 15,709 | 519 | 0.07% | 0.07% | 385 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 15,670 | 518 | 0.0% | 0.0% | 386 | +1,449 | 10.19% | Q4 2025 | Feb 17, 2026 |
| Fortis Capital Management LLC | History | New | 15,385 | 508 | 0.07% | — | 387 | +15,385 | New | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 15,345 | 507 | 0.15% | 0.17% | 388 | -1,701 | -9.98% | Q4 2025 | Jan 08, 2026 |
| Caprock Group, LLC | History | Added to | 14,957 | 494 | 0.01% | 0.01% | 389 | +28 | 0.19% | Q4 2025 | Jan 28, 2026 |
| BESSEMER GROUP INC | History | No change | 14,600 | 483 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Morling Financial Advisors, LLC | History | No change | 14,529 | 480 | 0.15% | 0.15% | 391 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LAM GROUP, INC. | History | Added to | 14,300 | 473 | 0.27% | 0.28% | 392 | +15 | 0.11% | Q4 2025 | Jan 23, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 13,963 | 461 | 0.34% | — | 393 | +13,963 | New | Q4 2025 | Feb 06, 2026 |
| VanderPol Investments L.L.C. | History | Added to | 13,820 | 457 | 0.79% | 0.63% | 394 | +2,823 | 25.67% | Q4 2025 | Feb 04, 2026 |
| Index Fund Advisors, Inc. | History | New | 13,501 | 446 | 0.02% | — | 395 | +13,501 | New | Q4 2025 | Jan 29, 2026 |
| Excelsior Advisor Network LLC | History | New | 13,349 | 441 | 0.21% | — | 396 | +13,349 | New | Q4 2025 | Feb 13, 2026 |
| CITIZENS & NORTHERN CORP | History | Added to | 12,833 | 424 | 0.11% | 0.09% | 397 | +1,910 | 17.49% | Q4 2025 | Jan 28, 2026 |
| Aurelius Family Office LLC | History | Reduced | 12,421 | 423 | 0.18% | 0.18% | 398 | -7 | -0.06% | Q4 2025 | Jan 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 12,702 | 420 | 0.0% | 0.0% | 399 | +12,581 | 10397.52% | Q4 2025 | Mar 16, 2026 |
| SOL Capital Management CO | History | No change | 12,365 | 409 | 0.04% | 0.04% | 400 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Opulen Financial Group LLC | History | Added to | 12,355 | 408 | 0.3% | 0.22% | 401 | +3,272 | 36.02% | Q4 2025 | Feb 10, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 12,267 | 405 | 0.25% | 0.24% | 402 | +380 | 3.2% | Q4 2025 | Jan 23, 2026 |
| Quadrature Capital Ltd | History | Reduced | 12,214 | 404 | 0.0% | 0.01% | 403 | -26,991 | -68.85% | Q4 2025 | Feb 17, 2026 |
| Brookstone Capital Management | History | Added to | 12,192 | 403 | 0.0% | 0.0% | 404 | +894 | 7.91% | Q4 2025 | Jan 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 12,129 | 401 | 0.0% | — | 405 | +12,129 | New | Q4 2025 | Jan 21, 2026 |
| Schulz Wealth, LTD. | History | No change | 11,762 | 389 | 0.25% | 0.25% | 406 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Pathstone Holdings, LLC | History | New | 11,568 | 382 | 0.0% | — | 407 | +11,568 | New | Q4 2025 | Feb 13, 2026 |
| Donalies Financial Planning, LLC | History | New | 11,110 | 367 | 0.31% | — | 408 | +11,110 | New | Q4 2025 | Feb 17, 2026 |
| Brooklyn Investment Group | History | New | 11,088 | 366 | 0.02% | — | 409 | +11,088 | New | Q4 2025 | Feb 12, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 10,802 | 357 | 0.14% | 0.14% | 410 | -718 | -6.23% | Q4 2025 | Feb 13, 2026 |
| McGrath & Associates, Inc. | History | Added to | 10,798 | 357 | 0.51% | 0.5% | 411 | +339 | 3.24% | Q4 2025 | Feb 10, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 10,746 | 355 | 0.01% | — | 412 | +10,746 | New | Q4 2025 | Feb 05, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 10,636 | 351 | 0.29% | 0.25% | 414 | +1,195 | 12.66% | Q4 2025 | Jan 20, 2026 |
| Lifeworks Advisors, LLC | History | No change | 10,629 | 351 | 0.05% | 0.05% | 413 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cascade Financial Partners, LLC | History | No change | 10,500 | 347 | 0.04% | 0.04% | 415 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 10,436 | 345 | 0.0% | 0.0% | 416 | -8,462 | -44.78% | Q4 2025 | Feb 17, 2026 |
| Blue Trust, Inc. | History | No change | 10,161 | 336 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Merit Financial Group, LLC | History | Added to | 10,112 | 334 | 0.0% | 0.0% | 418 | +1,559 | 18.23% | Q4 2025 | Jan 26, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 9,802 | 324 | 0.08% | 0.11% | 419 | -5,649 | -36.56% | Q4 2025 | Jan 08, 2026 |
| Cresset Asset Management, LLC | History | Added to | 9,614 | 318 | 0.0% | 0.0% | 420 | +161 | 1.7% | Q4 2025 | Feb 17, 2026 |
| Disciplined Equity Management, Inc. | History | Added to | 9,460 | 312 | 0.16% | 0.15% | 421 | +870 | 10.13% | Q4 2025 | Jan 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 9,320 | 308 | 0.0% | 0.0% | 422 | +6 | 0.06% | Q4 2025 | Feb 09, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 9,059 | 299 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 8,951 | 296 | 0.03% | 0.03% | 424 | -955 | -9.64% | Q4 2025 | Jan 29, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 8,808 | 291 | 0.0% | 0.0% | 425 | +455 | 5.45% | Q4 2025 | Feb 13, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 8,807 | 291 | 0.01% | 0.01% | 426 | -170 | -1.89% | Q4 2025 | Feb 06, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | New | 8,773 | 290 | 0.25% | — | 427 | +8,773 | New | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 8,509 | 281 | 0.01% | 0.0% | 428 | +7,394 | 663.14% | Q4 2025 | Feb 09, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 8,482 | 281 | 0.01% | 0.02% | 429 | -433 | -4.86% | Q4 2025 | Jan 15, 2026 |
| Riverbend Wealth Management, LLC | History | New | 8,385 | 277 | 0.17% | — | 431 | +8,385 | New | Q4 2025 | Jan 29, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 8,384 | 277 | 0.02% | 0.02% | 430 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| STIFEL FINANCIAL CORP | History | New | 8,006 | 264 | 0.0% | — | 432 | +8,006 | New | Q4 2025 | Feb 13, 2026 |
| GLENMEDE TRUST CO NA | History | New | 7,960 | 263 | 0.0% | — | 433 | +7,960 | New | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 7,885 | 260 | 0.0% | 0.0% | 434 | +450 | 6.05% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 7,818 | 258 | 0.02% | 0.02% | 435 | +49 | 0.63% | Q4 2025 | Feb 18, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 7,706 | 254 | 0.07% | 0.06% | 436 | +220 | 2.94% | Q4 2025 | Feb 06, 2026 |
| Babb Wealth Advisors LLC | History | New | 7,485 | 247 | 0.14% | — | 437 | +7,485 | New | Q4 2025 | Feb 11, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 7,420 | 245 | 0.01% | 0.01% | 438 | -277 | -3.6% | Q4 2025 | Jan 30, 2026 |
| Valeo Financial Advisors, LLC | History | New | 7,308 | 241 | 0.01% | — | 439 | +7,308 | New | Q4 2025 | Feb 04, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 7,105 | 235 | 0.03% | 0.03% | 440 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Signal Advisors Wealth, LLC | History | New | 7,088 | 234 | 0.02% | — | 441 | +7,088 | New | Q4 2025 | Jan 13, 2026 |
| OneAscent Family Office, LLC | History | Added to | 7,101 | 234 | 0.16% | 0.18% | 442 | +44 | 0.62% | Q4 2025 | Feb 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 6,944 | 230 | 0.02% | 0.02% | 443 | -735 | -9.57% | Q4 2025 | Jan 15, 2026 |
| GTS SECURITIES LLC | History | New | 6,937 | 229 | 0.01% | — | 444 | +6,937 | New | Q4 2025 | Feb 13, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | No change | 6,900 | 228 | 0.15% | 0.15% | 445 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SB Capital Management Inc | History | New | 6,765 | 223 | 0.08% | — | 446 | +6,765 | New | Q4 2025 | Feb 20, 2026 |
| Zhang Financial LLC | History | Added to | 6,625 | 219 | 0.01% | 0.01% | 447 | +28 | 0.42% | Q4 2025 | Feb 10, 2026 |
| Sunpointe, LLC | History | Added to | 6,619 | 218 | 0.07% | 0.08% | 448 | +41 | 0.62% | Q4 2025 | Jan 23, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 6,560 | 217 | 0.06% | 0.06% | 449 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 6,439 | 213 | 0.02% | 0.02% | 450 | +143 | 2.27% | Q4 2025 | Jan 27, 2026 |
| VestGen Advisors, LLC | History | New | 6,424 | 212 | 0.01% | — | 451 | +6,424 | New | Q4 2025 | Feb 17, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 6,384 | 211 | 0.03% | — | 453 | +6,384 | New | Q4 2025 | Feb 04, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 6,390 | 211 | 0.1% | 0.1% | 452 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 6,282 | 207 | 0.02% | 0.01% | 454 | +1,552 | 32.81% | Q4 2025 | Jan 26, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 6,247 | 206 | 0.06% | 0.06% | 455 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | New | 6,204 | 205 | 0.04% | — | 456 | +6,204 | New | Q4 2025 | Feb 09, 2026 |
| TAGStone Capital, Inc. | History | No change | 6,399 | 205 | 0.08% | 0.08% | 457 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 5,888 | 194 | 0.02% | 0.03% | 458 | -1,702 | -22.42% | Q4 2025 | Feb 13, 2026 |
| Colonial Trust Co / SC | History | No change | 5,889 | 194 | 0.03% | 0.03% | 459 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,831 | 192 | 0.0% | 0.0% | 460 | +1,030 | 21.45% | Q4 2025 | Feb 13, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 5,401 | 178 | 0.06% | 0.06% | 461 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 5,231 | 173 | 0.0% | 0.0% | 462 | +2,207 | 72.98% | Q4 2025 | Feb 04, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 5,208 | 172 | 0.06% | 0.06% | 463 | +32 | 0.62% | Q4 2025 | Jan 22, 2026 |
| Frankly Finances, LLC | History | New | 5,150 | 170 | 0.15% | — | 464 | +5,150 | New | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 4,602 | 152 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 4,572 | 151 | 0.09% | 0.1% | 466 | -218 | -4.55% | Q4 2025 | Feb 02, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 4,094 | 135 | 0.05% | 0.05% | 467 | +13 | 0.32% | Q4 2025 | Jan 09, 2026 |
| ROGCO, LP | History | New | 3,887 | 128 | 0.04% | — | 468 | +3,887 | New | Q4 2025 | Jan 30, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 3,804 | 125 | 0.05% | 0.03% | 469 | -177 | -4.45% | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Added to | 3,522 | 116 | 0.0% | 0.0% | 470 | +895 | 34.07% | Q4 2025 | Jan 26, 2026 |
| Ares Financial Consulting, LLC | History | New | 3,480 | 115 | 0.11% | — | 472 | +3,480 | New | Q4 2025 | Jan 30, 2026 |
| IFP Advisors, Inc | History | Reduced | 3,490 | 115 | 0.0% | 0.0% | 471 | -559 | -13.81% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,319 | 109 | 0.0% | 0.0% | 473 | +2,462 | 287.28% | Q4 2025 | Jan 20, 2026 |
| FRANKLIN RESOURCES INC | History | New | 3,120 | 103 | 0.0% | — | 474 | +3,120 | New | Q4 2025 | Feb 11, 2026 |
| Stone House Investment Management, LLC | History | No change | 3,122 | 103 | 0.02% | 0.02% | 475 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| SHP Wealth Management | History | New | 2,741 | 90 | 0.01% | — | 476 | +2,741 | New | Q4 2025 | Mar 04, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 2,706 | 89 | 0.05% | 0.05% | 477 | +17 | 0.63% | Q4 2025 | Jan 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,649 | 87 | 0.0% | 0.0% | 478 | -855 | -24.4% | Q4 2025 | Feb 12, 2026 |
| WealthCollab, LLC | History | No change | 2,601 | 86 | 0.04% | 0.04% | 479 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MTM Investment Management, LLC | History | No change | 2,577 | 85 | 0.03% | 0.03% | 480 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 2,427 | 80 | 0.01% | 0.01% | 481 | +11 | 0.46% | Q4 2025 | Jan 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2,217 | 73 | 0.01% | — | 482 | +2,217 | New | Q4 2025 | Feb 09, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,096 | 69 | 0.0% | — | 483 | +2,096 | New | Q4 2025 | Feb 02, 2026 |
| Crewe Advisors LLC | History | No change | 2,084 | 68 | 0.01% | 0.01% | 484 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 1,581 | 52 | 0.02% | 0.02% | 485 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| AlphaCore Capital LLC | History | No change | 1,405 | 46 | 0.0% | 0.0% | 486 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 1,335 | 44 | 0.01% | 0.0% | 487 | +624 | 87.76% | Q4 2025 | Feb 04, 2026 |
| Kennebec Savings Bank | History | No change | 1,125 | 37 | 0.03% | 0.03% | 488 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| UBS Group AG | History | Added to | 1,089 | 36 | 0.0% | 0.0% | 489 | +852 | 359.49% | Q4 2025 | Jan 29, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 1,023 | 33 | 0.02% | 0.0% | 491 | +981 | 2335.71% | Q4 2025 | Jan 27, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,000 | 33 | 0.01% | 0.01% | 490 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| COMERICA BANK | History | Reduced | 912 | 30 | 0.0% | 0.0% | 492 | -5 | -0.55% | Q4 2025 | Jan 29, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 681 | 22 | 0.01% | 0.01% | 493 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Concord Wealth Partners | History | Added to | 637 | 21 | 0.0% | 0.0% | 494 | +4 | 0.63% | Q4 2025 | Jan 29, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 546 | 18 | 0.0% | — | 495 | +546 | New | Q4 2025 | Feb 12, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 529 | 17 | 0.0% | 0.0% | 496 | +3 | 0.57% | Q4 2025 | Feb 03, 2026 |
| RHL GROUP, LLC | History | New | 495 | 16 | 0.01% | — | 497 | +495 | New | Q4 2025 | Feb 09, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 440 | 14 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 366 | 12 | 0.0% | 0.0% | 500 | -522 | -58.78% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | No change | 380 | 12 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 346 | 11 | 0.0% | 0.0% | 501 | +1 | 0.29% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 325 | 10 | 0.0% | 0.0% | 502 | -525 | -61.76% | Q4 2025 | Feb 06, 2026 |
| Tradewinds Capital Management, LLC | History | New | 283 | 9 | 0.0% | — | 503 | +283 | New | Q4 2025 | Jan 14, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 287 | 9 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WINNOW WEALTH LLC | History | New | 260 | 8 | 0.01% | — | 505 | +260 | New | Q4 2025 | Feb 11, 2026 |
| Coston, McIsaac & Partners | History | New | 222 | 7 | 0.0% | — | 508 | +222 | New | Q4 2025 | Feb 03, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 238 | 7 | 0.0% | 0.0% | 507 | +50 | 26.6% | Q4 2025 | Feb 18, 2026 |
| MAI Capital Management | History | Reduced | 223 | 7 | 0.0% | 0.0% | 506 | -20 | -8.23% | Q4 2025 | Feb 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 180 | 6 | 0.0% | — | 509 | +180 | New | Q4 2025 | Feb 10, 2026 |
| Quent Capital, LLC | History | New | 169 | 5 | 0.0% | — | 511 | +169 | New | Q4 2025 | Jan 29, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 172 | 5 | 0.0% | 0.0% | 510 | -20 | -10.42% | Q4 2025 | Feb 17, 2026 |
| CX Institutional | History | New | 136 | 4 | 0.0% | — | 512 | +136 | New | Q4 2025 | Feb 02, 2026 |
| Integrity Financial Corp /WA | History | No change | 110 | 3 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| LRI Investments, LLC | History | New | 46 | 1 | 0.0% | — | 514 | +46 | New | Q4 2025 | Feb 04, 2026 |
| Key Capital Management, INC | History | New | 34 | 1 | 0.0% | — | 515 | +34 | New | Q4 2025 | Jan 26, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -619,405 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -460,193 | -100.0% | Q3 2025 | Nov 14, 2025 |
| My Personal CFO, LLC | History | Closed out | 0 | 0 | — | 3.74% | — | -301,360 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Guardian Partners Inc. | History | Closed out | 0 | 0 | — | 0.81% | — | -299,528 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 1.39% | — | -270,847 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -111,230 | -100.0% | Q3 2025 | Oct 23, 2025 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,707 | -100.0% | Q3 2025 | Nov 13, 2025 |
| EARNED WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -22,769 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Wealth Management Nebraska | History | Closed out | 0 | 0 | — | 0.05% | — | -13,718 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,462 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Pure Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,701 | -100.0% | Q3 2025 | Oct 20, 2025 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,536 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Hoxton Planning & Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,218 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,850 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CIBC Private Wealth Group LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -5,768 | -99.98% | Q4 2025 | Feb 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,929 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -706 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Global Trust Asset Management, LLC | History | Reduced | 30 | 0 | — | 0.0% | — | -130 | -81.25% | Q4 2025 | Jan 20, 2026 |
| Aspect Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q3 2025 | Nov 06, 2025 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 27 | 0 | — | 0.0% | — | -29 | -51.79% | Q4 2025 | Jan 14, 2026 |
| Hurley Capital, LLC | History | Added to | 23 | 0 | — | — | — | +1 | 4.55% | Q4 2025 | Feb 17, 2026 |
| Family Manage LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Kozak & Associates, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 18, 2025 |