Dimensional ETF Trust - DFGR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 5 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Forum Financial Management, LP | History | Added to | 16,638,902 | 439,599 | 5.72% | 5.77% | 1 | +1,187,688 | 7.69% | Q4 2025 | Jan 27, 2026 |
| Savant Capital, LLC | History | Added to | 10,439,385 | 275,808 | 1.57% | 1.27% | 2 | +2,763,618 | 36.0% | Q4 2025 | Feb 10, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 5,701,658 | 150,637 | 4.23% | 4.16% | 3 | +346,331 | 6.47% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 4,005,871 | 105,835 | 0.12% | 0.16% | 4 | +427,537 | 11.95% | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 2,742,694 | 72,461 | 0.58% | 0.36% | 5 | +204,069 | 8.04% | Q4 2025 | Feb 13, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 2,654,516 | 70,132 | 3.87% | 3.68% | 6 | +396,121 | 17.54% | Q4 2025 | Feb 02, 2026 |
| BRIGHTON JONES LLC | History | Added to | 2,611,200 | 68,987 | 2.54% | 1.57% | 7 | +212,050 | 8.84% | Q4 2025 | Jan 27, 2026 |
| LifeGuide Financial Advisors, LLC | History | Added to | 2,412,706 | 63,864 | 21.19% | 21.73% | 8 | +226,644 | 10.37% | Q4 2025 | Jan 05, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 1,815,929 | 47,976 | 5.22% | 5.26% | 9 | +127,675 | 7.56% | Q4 2025 | Jan 16, 2026 |
| MASECO LLP | History | Added to | 1,471,409 | 38,859 | 1.69% | 1.84% | 10 | +79,407 | 5.7% | Q4 2025 | Jan 22, 2026 |
| LPL Financial LLC | History | Added to | 1,166,926 | 30,830 | 0.01% | 0.01% | 11 | +113,538 | 10.78% | Q4 2025 | Feb 11, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 1,029,717 | 27,205 | 4.38% | 4.12% | 12 | +167,889 | 19.48% | Q4 2025 | Jan 28, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 973,477 | 25,719 | 2.24% | 2.38% | 13 | +3,479 | 0.36% | Q4 2025 | Feb 12, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 957,430 | 25,295 | 2.08% | 2.04% | 14 | +88,069 | 10.13% | Q4 2025 | Jan 27, 2026 |
| WPWealth LLP | History | Added to | 931,457 | 24,609 | 3.85% | 3.88% | 15 | +62,550 | 7.2% | Q4 2025 | Feb 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 915,337 | 24,183 | 0.17% | 0.16% | 16 | +241,465 | 35.83% | Q4 2025 | Feb 18, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 901,221 | 23,810 | 1.78% | 1.56% | 17 | +188,275 | 26.41% | Q4 2025 | Jan 29, 2026 |
| Guardian Wealth Management, LLC | History | New | 873,467 | 23,076 | 7.32% | — | 18 | +873,467 | New | Q4 2025 | Jan 20, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 856,707 | 22,634 | 1.06% | 1.05% | 19 | +65,507 | 8.28% | Q4 2025 | Jan 29, 2026 |
| Financial Plan, Inc. | History | New | 851,353 | 22,492 | 2.58% | — | 20 | +851,353 | New | Q4 2025 | Jan 28, 2026 |
| Verisail Partners, LLC | History | Added to | 844,520 | 22,312 | 9.16% | 9.2% | 21 | +50,437 | 6.35% | Q4 2025 | Jan 29, 2026 |
| Great Waters Wealth Management | History | Added to | 831,153 | 21,959 | 2.42% | 2.31% | 22 | +113,774 | 15.86% | Q4 2025 | Jan 15, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 805,595 | 21,283 | 6.42% | 6.39% | 23 | +73,666 | 10.06% | Q4 2025 | Jan 23, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 802,414 | 21,199 | 0.21% | 0.21% | 24 | +37,792 | 4.94% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 747,077 | 19,737 | 0.57% | — | 25 | +747,077 | New | Q4 2025 | Feb 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 682,977 | 18,044 | 0.02% | 0.02% | 26 | +104,596 | 18.08% | Q4 2025 | Mar 09, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 655,113 | 17,308 | 1.94% | 2.18% | 27 | +668 | 0.1% | Q4 2025 | Jan 12, 2026 |
| RS CRUM INC. | History | Added to | 641,075 | 16,937 | 3.38% | 3.73% | 28 | +26,917 | 4.38% | Q4 2025 | Feb 17, 2026 |
| Integris Wealth Management, LLC | History | Added to | 594,268 | 15,700 | 3.57% | 3.69% | 29 | +38,769 | 6.98% | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | Added to | 580,768 | 15,344 | 0.04% | 0.0% | 30 | +575,838 | 11680.28% | Q4 2025 | Jan 26, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 569,326 | 15,041 | 4.02% | 4.11% | 31 | +23,111 | 4.23% | Q4 2025 | Jan 23, 2026 |
| Wealth Management Nebraska | History | Added to | 562,975 | 14,873 | 1.7% | 1.54% | 32 | +88,652 | 18.69% | Q4 2025 | Jan 28, 2026 |
| Planning Center, Inc. | History | Added to | 549,289 | 14,512 | 1.48% | 1.54% | 33 | +11,298 | 2.1% | Q4 2025 | Feb 02, 2026 |
| Aspen Capital Management, LLC | History | Added to | 540,988 | 14,292 | 3.54% | 3.48% | 34 | +40,844 | 8.17% | Q4 2025 | Jan 29, 2026 |
| Level Financial Advisors | History | Added to | 529,668 | 13,993 | 3.7% | 3.61% | 35 | +60,536 | 12.9% | Q4 2025 | Jan 26, 2026 |
| Syverson Strege & Co | History | Added to | 475,476 | 12,562 | 2.97% | 3.1% | 36 | +2,486 | 0.53% | Q4 2025 | Feb 09, 2026 |
| Evanson Asset Management, LLC | History | Added to | 450,854 | 11,911 | 0.64% | 0.64% | 37 | +36,964 | 8.93% | Q4 2025 | Jan 12, 2026 |
| Geometric Wealth Advisors | History | Added to | 423,511 | 11,189 | 1.44% | 1.46% | 38 | +23,061 | 5.76% | Q4 2025 | Feb 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 418,758 | 11,063 | 0.01% | 0.01% | 39 | +32,144 | 8.31% | Q4 2025 | Feb 12, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 356,193 | 9,410 | 4.78% | 5.28% | 40 | +10,219 | 2.95% | Q4 2025 | Jan 08, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 347,822 | 9,189 | 5.69% | 6.26% | 41 | +2,522 | 0.73% | Q4 2025 | Feb 10, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 343,760 | 9,147 | 1.35% | 1.2% | 42 | +204,423 | 146.71% | Q4 2025 | Jan 07, 2026 |
| American Investment Services, Inc. | History | Added to | 334,634 | 8,841 | 2.05% | 1.84% | 43 | +54,715 | 19.55% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 329,792 | 8,713 | 0.18% | 0.0% | 44 | +329,236 | 59215.11% | Q4 2025 | Feb 09, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 325,095 | 8,589 | 0.0% | 0.0% | 45 | +268,557 | 475.0% | Q4 2025 | Feb 17, 2026 |
| Apella Capital, LLC | History | Added to | 323,640 | 8,550 | 0.17% | 0.17% | 46 | +42,775 | 15.23% | Q4 2025 | Jan 21, 2026 |
| AWM CAPITAL, LLC | History | Added to | 319,603 | 8,443 | 0.77% | 0.78% | 47 | +5,561 | 1.77% | Q4 2025 | Feb 17, 2026 |
| XY Planning Network, Inc. | History | Added to | 310,046 | 8,191 | 1.43% | 1.73% | 48 | +120,920 | 63.94% | Q4 2025 | Jan 26, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 299,350 | 7,908 | 0.11% | 0.14% | 49 | +27,738 | 10.21% | Q4 2025 | Feb 06, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 297,796 | 7,867 | 1.0% | 0.99% | 50 | +32,475 | 12.24% | Q4 2025 | Jan 21, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 293,297 | 7,748 | 4.34% | 4.24% | 51 | +21,798 | 8.03% | Q4 2025 | Feb 13, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 288,934 | 7,633 | 2.87% | 4.31% | 52 | -98,307 | -25.39% | Q4 2025 | Feb 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 283,193 | 7,535 | 0.01% | 0.01% | 53 | +2,759 | 0.98% | Q4 2025 | Jan 08, 2026 |
| RFG Advisory, LLC | History | Added to | 283,026 | 7,477 | 0.14% | 0.16% | 54 | +4,828 | 1.74% | Q4 2025 | Feb 03, 2026 |
| REAP Financial Group, LLC | History | Added to | 279,385 | 7,381 | 1.5% | 1.51% | 55 | +24,743 | 9.72% | Q4 2025 | Feb 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 270,702 | 7,151 | 0.0% | 0.0% | 56 | +20,968 | 8.4% | Q4 2025 | Feb 10, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 262,593 | 6,937 | 0.01% | 0.02% | 57 | -65,357 | -19.93% | Q4 2025 | Feb 12, 2026 |
| Wealth Architects, LLC | History | Added to | 258,803 | 6,837 | 0.62% | 0.6% | 58 | +24,569 | 10.49% | Q4 2025 | Feb 17, 2026 |
| Peirce Capital Management, LLC | History | Added to | 251,637 | 6,648 | 2.65% | 2.77% | 59 | +8,037 | 3.3% | Q4 2025 | Feb 06, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 245,059 | 6,474 | 4.41% | 3.21% | 60 | +72,754 | 42.22% | Q4 2025 | Jan 16, 2026 |
| Burk Holdings LLC | History | Added to | 237,496 | 6,274 | 2.99% | 2.93% | 61 | +36,634 | 18.24% | Q4 2025 | Feb 12, 2026 |
| GeoWealth Management, LLC | History | Added to | 237,135 | 6,265 | 0.23% | 0.23% | 62 | +2,506 | 1.07% | Q4 2025 | Feb 17, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 224,865 | 5,940 | 1.83% | 1.88% | 63 | +15,751 | 7.53% | Q4 2025 | Feb 05, 2026 |
| McMill Wealth Management | History | Added to | 219,516 | 5,799 | 1.63% | 1.51% | 64 | +25,628 | 13.22% | Q4 2025 | Feb 23, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 219,379 | 5,795 | 1.75% | 1.78% | 65 | +12,758 | 6.17% | Q4 2025 | Jan 27, 2026 |
| EP Wealth Advisors, LLC | History | New | 207,892 | 5,492 | 0.03% | — | 66 | +207,892 | New | Q4 2025 | Feb 18, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 203,243 | 5,369 | 0.29% | 0.3% | 67 | +7,112 | 3.63% | Q4 2025 | Jan 20, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 202,526 | 5,350 | 0.0% | 0.0% | 68 | +107,724 | 113.63% | Q4 2025 | Feb 12, 2026 |
| LAM GROUP, INC. | History | Added to | 202,460 | 5,348 | 3.06% | 2.45% | 69 | +57,915 | 40.07% | Q4 2025 | Jan 23, 2026 |
| New Dimensions Wealth Management, LLC | History | Added to | 193,736 | 5,118 | 4.38% | 4.34% | 70 | +12,454 | 6.87% | Q4 2025 | Feb 03, 2026 |
| Platform Wealth Management, LLC | History | New | 193,518 | 5,112 | 1.36% | — | 71 | +193,518 | New | Q4 2025 | Feb 11, 2026 |
| Forum Private Client Group LLC | History | Added to | 192,263 | 5,079 | 1.73% | 1.65% | 72 | +23,015 | 13.6% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 188,790 | 4,987 | 0.02% | — | 73 | +188,790 | New | Q4 2025 | Feb 05, 2026 |
| Greenspring Advisors, LLC | History | Added to | 188,081 | 4,969 | 0.3% | 0.14% | 74 | +159,170 | 550.55% | Q4 2025 | Feb 10, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 185,498 | 4,947 | 2.97% | 3.04% | 75 | +10,636 | 6.08% | Q4 2025 | Jan 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 186,954 | 4,939 | 0.18% | 0.22% | 76 | -17,692 | -8.65% | Q4 2025 | Feb 06, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 185,881 | 4,910 | 1.92% | 2.02% | 77 | +3,883 | 2.13% | Q4 2025 | Feb 05, 2026 |
| Vawter Financial, Ltd. | History | Added to | 183,950 | 4,859 | 2.05% | 2.19% | 78 | +7,101 | 4.02% | Q4 2025 | Feb 02, 2026 |
| AlTi Global, Inc. | History | No change | 179,651 | 4,746 | 0.1% | 0.12% | 79 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 173,478 | 4,583 | 1.2% | 1.09% | 80 | +30,575 | 21.4% | Q4 2025 | Feb 06, 2026 |
| Clarity Wealth Development LLC | History | Added to | 171,241 | 4,524 | 3.83% | 3.64% | 82 | +23,836 | 16.17% | Q4 2025 | Feb 11, 2026 |
| von Borstel & Associates, Inc. | History | Added to | 171,264 | 4,524 | 1.06% | 0.68% | 81 | +8,832 | 5.44% | Q4 2025 | Feb 12, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 171,195 | 4,522 | 3.21% | 3.13% | 83 | +14,203 | 9.05% | Q4 2025 | Feb 13, 2026 |
| JDH Wealth Management, LLC | History | Added to | 168,132 | 4,442 | 3.05% | 3.02% | 84 | +12,299 | 7.89% | Q4 2025 | Jan 05, 2026 |
| Pathstone Holdings, LLC | History | New | 167,628 | 4,428 | 0.02% | — | 85 | +167,628 | New | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 161,252 | 4,260 | 0.0% | 0.0% | 86 | -21,755 | -11.89% | Q4 2025 | Feb 11, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 159,543 | 4,215 | 0.61% | 0.6% | 87 | +21,190 | 15.32% | Q4 2025 | Feb 09, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 154,125 | 4,072 | 1.53% | 1.55% | 88 | +7,426 | 5.06% | Q4 2025 | Jan 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 153,723 | 4,061 | 0.01% | 0.01% | 89 | +15,397 | 11.13% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 153,695 | 4,060 | 0.04% | 0.04% | 90 | +65,155 | 73.59% | Q4 2025 | Jan 23, 2026 |
| Spire Wealth Management | History | Added to | 151,781 | 4,010 | 0.13% | 0.12% | 91 | +21,950 | 16.91% | Q4 2025 | Jan 14, 2026 |
| McLean Asset Management Corp | History | Added to | 147,616 | 3,981 | 0.71% | 0.18% | 92 | +115,025 | 352.93% | Q4 2025 | Jan 16, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 150,546 | 3,977 | 0.84% | 0.87% | 93 | +5,635 | 3.89% | Q4 2025 | Feb 10, 2026 |
| New Capital Management LP | History | Reduced | 148,535 | 3,924 | 0.99% | 1.12% | 94 | -8,371 | -5.34% | Q4 2025 | Jan 20, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Added to | 146,856 | 3,879 | 1.76% | 1.74% | 95 | +10,322 | 7.56% | Q4 2025 | Feb 11, 2026 |
| Betterment LLC | History | Added to | 140,863 | 3,722 | 0.01% | 0.01% | 96 | +12,941 | 10.12% | Q4 2025 | Feb 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 139,297 | 3,680 | 0.13% | 0.16% | 97 | +14,793 | 11.88% | Q4 2025 | Feb 09, 2026 |
| LRI Investments, LLC | History | Reduced | 129,964 | 3,433 | 0.28% | 0.31% | 98 | -9,130 | -6.56% | Q4 2025 | Feb 04, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 128,408 | 3,392 | 0.37% | 0.41% | 99 | -734 | -0.57% | Q4 2025 | Feb 13, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 123,403 | 3,329 | 1.69% | 1.37% | 100 | +36,702 | 42.33% | Q4 2025 | Jan 27, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 125,589 | 3,318 | 0.03% | 0.03% | 101 | +11,871 | 10.44% | Q4 2025 | Feb 12, 2026 |
| Krilogy Financial LLC | History | Added to | 117,217 | 3,157 | 0.11% | 0.11% | 102 | +8,615 | 7.93% | Q4 2025 | Jan 27, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | New | 111,829 | 3,011 | 3.28% | — | 103 | +111,829 | New | Q4 2025 | Mar 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 113,221 | 2,991 | 0.0% | 0.01% | 104 | -3,126 | -2.69% | Q4 2025 | Feb 18, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 112,924 | 2,983 | 0.88% | 0.53% | 105 | +55,902 | 98.04% | Q4 2025 | Jan 15, 2026 |
| Burton Enright Welch | History | Added to | 111,389 | 2,942 | 0.41% | 0.46% | 106 | +215 | 0.19% | Q4 2025 | Feb 13, 2026 |
| Mattern Wealth Management LLC | History | Added to | 108,921 | 2,877 | 0.55% | 0.56% | 107 | +6,036 | 5.87% | Q4 2025 | Jan 16, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 102,158 | 2,751 | 0.07% | 0.07% | 108 | +854 | 0.84% | Q4 2025 | Jan 28, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 102,927 | 2,719 | 1.12% | 1.15% | 109 | +4,517 | 4.59% | Q4 2025 | Jan 29, 2026 |
| Stratos Investment Management, LLC | History | Added to | 102,384 | 2,704 | 0.11% | 0.11% | 110 | +5,367 | 5.53% | Q4 2025 | Jan 20, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 101,466 | 2,680 | 1.19% | 1.06% | 111 | +21,411 | 26.75% | Q4 2025 | Jan 16, 2026 |
| Veratis Advisors, Inc. | History | New | 93,451 | 2,676 | 2.12% | — | 114 | +93,451 | New | Q4 2025 | Feb 18, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 101,296 | 2,676 | 1.13% | 0.81% | 112 | +33,742 | 49.95% | Q4 2025 | Jan 12, 2026 |
| Longview Financial Advisors LLC | History | Added to | 101,321 | 2,676 | 1.48% | 1.45% | 113 | +9,425 | 10.26% | Q4 2025 | Jan 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 98,660 | 2,606 | 0.41% | 0.39% | 115 | +12,396 | 14.37% | Q4 2025 | Jan 14, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 97,888 | 2,586 | 0.79% | 0.7% | 116 | +22,520 | 29.88% | Q4 2025 | Jan 16, 2026 |
| Yardley Wealth Management LLC | History | Added to | 96,962 | 2,561 | 1.36% | 1.38% | 117 | +6,160 | 6.78% | Q4 2025 | Feb 05, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 94,976 | 2,509 | 0.72% | 0.71% | 118 | +8,761 | 10.16% | Q4 2025 | Feb 17, 2026 |
| Vistica Wealth Advisors, LLC | History | New | 94,939 | 2,508 | 2.5% | — | 119 | +94,939 | New | Q4 2025 | Feb 13, 2026 |
| Aegis Wealth Management LLC | History | Added to | 92,854 | 2,453 | 1.39% | 1.19% | 120 | +11,738 | 14.47% | Q4 2025 | Jan 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 92,751 | 2,450 | 0.01% | 0.01% | 121 | +6,627 | 7.69% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 89,278 | 2,358 | 0.01% | 0.01% | 122 | -4,536 | -4.84% | Q4 2025 | Feb 18, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 89,066 | 2,353 | 0.48% | 0.38% | 123 | +26,248 | 41.78% | Q4 2025 | Jan 09, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 87,515 | 2,312 | 0.28% | 0.3% | 124 | -1,922 | -2.15% | Q4 2025 | Feb 17, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 84,556 | 2,233 | 0.42% | 0.43% | 125 | +2,108 | 2.56% | Q4 2025 | Jan 30, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 84,207 | 2,224 | 0.01% | 0.01% | 126 | +7,435 | 9.68% | Q4 2025 | Jan 29, 2026 |
| Avant Financial Advisors LLC | History | Added to | 83,853 | 2,215 | 1.59% | 1.72% | 127 | +299 | 0.36% | Q4 2025 | Jan 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 83,155 | 2,196 | 0.02% | 0.02% | 128 | +3,986 | 5.03% | Q4 2025 | Feb 12, 2026 |
| Sensenig Capital Advisors, Inc | History | New | 82,669 | 2,184 | 2.22% | — | 129 | +82,669 | New | Q4 2025 | Jan 21, 2026 |
| Sterling Wealth Advisors Inc | History | Added to | 79,018 | 2,087 | 1.26% | 1.03% | 131 | +20,047 | 33.99% | Q4 2025 | Jan 26, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 78,994 | 2,087 | 0.04% | 0.04% | 130 | +3,128 | 4.12% | Q4 2025 | Jan 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 75,050 | 1,982 | 0.03% | 0.01% | 132 | +49,895 | 198.35% | Q4 2025 | Feb 10, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Added to | 74,445 | 1,966 | 1.55% | 1.39% | 133 | +13,949 | 23.06% | Q4 2025 | Feb 09, 2026 |
| Foundry Financial LLC | History | New | 74,089 | 1,957 | 1.03% | — | 134 | +74,089 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 68,386 | 1,806 | 0.02% | 0.3% | 135 | -890,237 | -92.87% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 67,355 | 1,779 | 0.0% | 0.0% | 136 | +5,171 | 8.32% | Q4 2025 | Feb 17, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 67,111 | 1,773 | 0.62% | 0.6% | 137 | +6,528 | 10.78% | Q4 2025 | Feb 09, 2026 |
| Wheels Up Wealth, Inc. | History | New | 66,476 | 1,756 | 1.64% | — | 138 | +66,476 | New | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 66,175 | 1,748 | 0.0% | 0.0% | 139 | +51,227 | 342.7% | Q4 2025 | Feb 18, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 65,349 | 1,726 | 0.1% | 0.2% | 140 | -57,934 | -46.99% | Q4 2025 | Jan 20, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 65,321 | 1,725 | 0.27% | 0.29% | 141 | +1,266 | 1.98% | Q4 2025 | Jan 21, 2026 |
| SageOak Financial, LLC | History | Added to | 64,925 | 1,715 | 1.24% | 1.23% | 142 | +3,575 | 5.83% | Q4 2025 | Feb 13, 2026 |
| Three Arch Wealth Management LLC | History | New | 62,793 | 1,658 | 0.31% | — | 143 | +62,793 | New | Q4 2025 | Feb 13, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 62,327 | 1,646 | 0.79% | 0.84% | 144 | +14 | 0.02% | Q4 2025 | Jan 14, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 59,914 | 1,582 | 0.21% | 0.2% | 145 | +8,474 | 16.47% | Q4 2025 | Jan 21, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Reduced | 58,409 | 1,543 | 1.03% | 1.09% | 146 | -482 | -0.82% | Q4 2025 | Jan 09, 2026 |
| Tactive Advisors, LLC | History | Reduced | 57,426 | 1,517 | 0.44% | 0.72% | 147 | -35,301 | -38.07% | Q4 2025 | Jan 09, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 56,060 | 1,481 | 0.89% | 0.85% | 148 | +5,199 | 10.22% | Q4 2025 | Feb 10, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 54,359 | 1,436 | 0.35% | 0.56% | 149 | -36,513 | -40.18% | Q4 2025 | Jan 08, 2026 |
| Vantage Point Financial LLC | History | Added to | 53,429 | 1,411 | 0.5% | 0.47% | 150 | +8,589 | 19.15% | Q4 2025 | Feb 02, 2026 |
| Abel Hall, LLC | History | Added to | 52,818 | 1,395 | 0.33% | 0.55% | 151 | +3,281 | 6.62% | Q4 2025 | Feb 17, 2026 |
| BWM Planning, LLC | History | Added to | 52,679 | 1,391 | 0.37% | 0.4% | 152 | +2,904 | 5.83% | Q4 2025 | Jan 14, 2026 |
| Ridgeline Wealth, LLC | History | Added to | 52,353 | 1,383 | 0.96% | 0.94% | 153 | +5,480 | 11.69% | Q4 2025 | Jan 08, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 52,185 | 1,378 | 0.26% | 0.25% | 154 | +1,914 | 3.81% | Q4 2025 | Jan 21, 2026 |
| Timonier Family Office, LTD. | History | Reduced | 51,428 | 1,358 | 0.43% | 0.51% | 155 | -5,119 | -9.05% | Q4 2025 | Feb 04, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 51,398 | 1,357 | 0.07% | 0.03% | 156 | +32,562 | 172.87% | Q4 2025 | Jan 07, 2026 |
| marrick wealth, LLC | History | New | 50,896 | 1,344 | 1.1% | — | 157 | +50,896 | New | Q4 2025 | Feb 13, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 49,593 | 1,310 | 0.2% | 0.22% | 158 | -1,975 | -3.83% | Q4 2025 | Jan 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 49,447 | 1,306 | 0.0% | 0.0% | 159 | -6,130 | -11.03% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 49,314 | 1,303 | 0.01% | 0.01% | 160 | +10,606 | 27.4% | Q4 2025 | Jan 05, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Reduced | 47,704 | 1,260 | 0.45% | 3.37% | 161 | -236,524 | -83.22% | Q4 2025 | Jan 21, 2026 |
| Trust Co of the South | History | Reduced | 47,633 | 1,258 | 0.2% | 0.39% | 162 | -39,383 | -45.26% | Q4 2025 | Jan 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 46,643 | 1,232 | 0.03% | 0.03% | 163 | +58 | 0.12% | Q4 2025 | Jan 28, 2026 |
| Savvy Advisors, Inc. | History | Added to | 46,033 | 1,216 | 0.04% | 0.05% | 164 | +2,985 | 6.93% | Q4 2025 | Jan 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 45,799 | 1,210 | 0.0% | 0.0% | 165 | +6,542 | 16.66% | Q4 2025 | Feb 13, 2026 |
| Cypress Point Wealth Management, LLC | History | Reduced | 44,672 | 1,180 | 0.26% | 0.4% | 166 | -28,018 | -38.54% | Q4 2025 | Feb 02, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Added to | 43,383 | 1,146 | 0.49% | 0.43% | 167 | +6,050 | 16.21% | Q4 2025 | Feb 10, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 41,689 | 1,101 | 0.69% | 0.67% | 168 | +4,519 | 12.16% | Q4 2025 | Feb 24, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 41,642 | 1,100 | 0.01% | 0.01% | 169 | +4,783 | 12.98% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 41,396 | 1,093 | 0.0% | 0.0% | 170 | -623 | -1.48% | Q4 2025 | Feb 13, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 40,775 | 1,077 | 0.5% | 0.52% | 171 | +3,650 | 9.83% | Q4 2025 | Jan 26, 2026 |
| WorthPointe, LLC | History | Added to | 40,398 | 1,067 | 0.28% | 0.14% | 172 | +26,727 | 195.5% | Q4 2025 | Jan 26, 2026 |
| Proficio Capital Partners LLC | History | New | 39,840 | 1,052 | 0.07% | — | 173 | +39,840 | New | Q4 2025 | Feb 12, 2026 |
| Modera Wealth Management, LLC | History | Added to | 38,061 | 1,005 | 0.01% | 0.01% | 174 | +357 | 0.95% | Q4 2025 | Jan 21, 2026 |
| Heritage Investment Group, Inc. | History | Reduced | 36,460 | 963 | 0.15% | 0.17% | 175 | -3,422 | -8.58% | Q4 2025 | Jan 30, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 35,452 | 936 | 0.34% | 0.06% | 176 | +29,400 | 485.79% | Q4 2025 | Jan 16, 2026 |
| Amicus Financial Advisors, LLC | History | New | 35,129 | 928 | 0.26% | — | 177 | +35,129 | New | Q4 2025 | Mar 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 33,951 | 896 | 0.0% | 0.0% | 178 | +9,126 | 36.76% | Q4 2025 | Feb 17, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 33,938 | 896 | 0.23% | 0.23% | 179 | +2,579 | 8.22% | Q4 2025 | Feb 02, 2026 |
| Blue Trust, Inc. | History | Reduced | 33,707 | 890 | 0.01% | 0.01% | 180 | -3,756 | -10.03% | Q4 2025 | Jan 16, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 32,235 | 851 | 0.47% | 0.45% | 181 | +3,214 | 11.07% | Q4 2025 | Jan 21, 2026 |
| Equita Financial Network, Inc. | History | Added to | 31,457 | 831 | 0.25% | 0.27% | 182 | +1,880 | 6.36% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Reduced | 30,833 | 814 | 0.0% | 0.0% | 183 | -19 | -0.06% | Q4 2025 | Feb 13, 2026 |
| Total Wealth Planning, LLC | History | Reduced | 30,217 | 798 | 1.71% | 1.94% | 184 | -584,537 | -95.08% | Q4 2025 | Feb 13, 2026 |
| Vise Technologies, Inc. | History | New | 29,809 | 787 | 0.02% | — | 185 | +29,809 | New | Q4 2025 | Feb 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 29,783 | 786 | 0.04% | 0.01% | 186 | +26,071 | 702.34% | Q4 2025 | Feb 10, 2026 |
| KM Capital Management Ltd. | History | Reduced | 29,670 | 783 | 0.4% | 0.73% | 187 | -28,518 | -49.01% | Q4 2025 | Feb 17, 2026 |
| LJI Wealth Management, LLC | History | New | 29,214 | 771 | 0.12% | — | 188 | +29,214 | New | Q4 2025 | Feb 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 28,942 | 765 | 0.0% | 0.0% | 189 | +17,495 | 152.83% | Q4 2025 | Feb 05, 2026 |
| Cogent Private Wealth, Inc. | History | New | 28,279 | 747 | 0.57% | — | 190 | +28,279 | New | Q4 2025 | Feb 10, 2026 |
| Core Wealth Management, Inc. | History | Added to | 28,026 | 740 | 0.23% | 0.23% | 191 | +1,557 | 5.88% | Q4 2025 | Jan 28, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 27,348 | 722 | 0.06% | 0.06% | 192 | +2,798 | 11.4% | Q4 2025 | Jan 13, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 27,305 | 721 | 0.07% | 0.11% | 193 | +476 | 1.77% | Q4 2025 | Feb 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 27,111 | 716 | 0.01% | 0.01% | 194 | +5,877 | 27.68% | Q4 2025 | Feb 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 26,968 | 712 | 0.0% | 0.0% | 195 | +12,641 | 88.23% | Q4 2025 | Feb 17, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 26,360 | 696 | 0.21% | 0.13% | 196 | +11,494 | 77.32% | Q4 2025 | Feb 10, 2026 |
| SOL Capital Management CO | History | Reduced | 25,985 | 687 | 0.06% | 0.06% | 197 | -150 | -0.57% | Q4 2025 | Jan 30, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 25,564 | 675 | 0.25% | 0.28% | 198 | -383 | -1.48% | Q4 2025 | Jan 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 25,247 | 667 | 0.0% | 0.0% | 199 | -6,700 | -20.97% | Q4 2025 | Feb 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 24,276 | 645 | 0.02% | 0.02% | 201 | +9,720 | 66.78% | Q4 2025 | Feb 13, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 24,432 | 645 | 0.11% | 0.11% | 200 | +2,152 | 9.66% | Q4 2025 | Feb 09, 2026 |
| MB Generational Wealth, LLC | History | Added to | 24,338 | 643 | 0.34% | 0.17% | 202 | +14,600 | 149.93% | Q4 2025 | Feb 10, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 23,898 | 631 | 0.23% | 0.3% | 203 | -4,180 | -14.89% | Q4 2025 | Jan 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 23,728 | 626 | 0.0% | 0.0% | 204 | -40 | -0.17% | Q4 2025 | Feb 02, 2026 |
| Shearwater Capital LLC | History | Added to | 23,538 | 621 | 0.36% | 0.35% | 205 | +1,983 | 9.2% | Q4 2025 | Jan 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 22,040 | 590 | 0.03% | 0.03% | 206 | +3,710 | 20.24% | Q4 2025 | Feb 03, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 22,095 | 583 | 0.13% | 0.12% | 207 | +3,319 | 17.68% | Q4 2025 | Jan 06, 2026 |
| Seaside Wealth Management, Inc. | History | Reduced | 21,569 | 569 | 0.16% | 0.18% | 208 | -919 | -4.09% | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 21,386 | 565 | 0.0% | 0.0% | 209 | +2,291 | 12.0% | Q4 2025 | Feb 17, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 21,016 | 555 | 0.2% | 0.25% | 210 | -897 | -4.09% | Q4 2025 | Feb 06, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 20,872 | 551 | 0.49% | — | 211 | +20,872 | New | Q4 2025 | Feb 05, 2026 |
| Foster Group, Inc. | History | Added to | 20,420 | 539 | 0.02% | 0.02% | 212 | +1,715 | 9.17% | Q4 2025 | Jan 12, 2026 |
| HEFFERNAN ADVISORY, INC | History | New | 20,130 | 531 | 0.51% | — | 213 | +20,130 | New | Q4 2025 | Feb 03, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | New | 19,468 | 514 | 0.45% | — | 216 | +19,468 | New | Q4 2025 | Feb 12, 2026 |
| McGrath & Associates, Inc. | History | Reduced | 19,490 | 514 | 0.73% | 0.92% | 215 | -3,235 | -14.24% | Q4 2025 | Feb 10, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 19,318 | 514 | 0.05% | 0.05% | 214 | +10 | 0.05% | Q4 2025 | Jan 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 19,350 | 511 | 0.0% | 0.0% | 217 | +17,608 | 1010.79% | Q4 2025 | Feb 12, 2026 |
| Oath Planning, LLC | History | New | 19,298 | 509 | 0.5% | — | 218 | +19,298 | New | Q4 2025 | Feb 12, 2026 |
| Austin Private Wealth, LLC | History | Added to | 19,009 | 502 | 0.04% | 0.04% | 219 | +816 | 4.49% | Q4 2025 | Jan 20, 2026 |
| Ares Financial Consulting, LLC | History | New | 18,740 | 495 | 0.47% | — | 220 | +18,740 | New | Q4 2025 | Jan 30, 2026 |
| Capstone Wealth Management, LLC | History | Added to | 18,674 | 493 | 0.36% | 0.36% | 222 | +1,414 | 8.19% | Q4 2025 | Jan 20, 2026 |
| First Pacific Financial | History | Added to | 18,669 | 493 | 0.06% | 0.07% | 221 | +254 | 1.38% | Q4 2025 | Jan 16, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 18,190 | 480 | 0.06% | 0.06% | 223 | +2,825 | 18.39% | Q4 2025 | Jan 16, 2026 |
| MORGAN STANLEY | History | Added to | 18,073 | 477 | 0.0% | 0.0% | 224 | +12,162 | 205.75% | Q4 2025 | Feb 13, 2026 |
| VanderPol Investments L.L.C. | History | Added to | 17,763 | 469 | 0.82% | 0.61% | 225 | +5,010 | 39.28% | Q4 2025 | Feb 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 17,359 | 458 | 0.01% | 0.01% | 226 | -2,891 | -14.28% | Q4 2025 | Feb 12, 2026 |
| NWAM LLC | History | Added to | 16,908 | 455 | 0.03% | 0.02% | 227 | +1,809 | 11.98% | Q4 2025 | Feb 04, 2026 |
| Five Oceans Advisors | History | Added to | 17,171 | 453 | 0.16% | 0.13% | 228 | +4,680 | 37.47% | Q4 2025 | Jan 16, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 16,763 | 442 | 0.1% | 0.11% | 229 | +1,113 | 7.11% | Q4 2025 | Jan 21, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 14,282 | 377 | 0.05% | 0.05% | 230 | +1,374 | 10.64% | Q4 2025 | Jan 23, 2026 |
| First Command Advisory Services, Inc. | History | New | 14,170 | 374 | 0.0% | — | 232 | +14,170 | New | Q4 2025 | Feb 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 14,159 | 374 | 0.0% | 0.0% | 231 | -3,258 | -18.71% | Q4 2025 | Feb 17, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 13,757 | 363 | 0.11% | 0.18% | 233 | -6,355 | -31.6% | Q4 2025 | Jan 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 13,511 | 357 | 0.0% | — | 234 | +13,511 | New | Q4 2025 | Feb 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 13,511 | 356 | 0.01% | 0.01% | 235 | +265 | 2.0% | Q4 2025 | Jan 23, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 13,445 | 355 | 0.12% | 0.26% | 236 | -10,646 | -44.19% | Q4 2025 | Jan 08, 2026 |
| Essential Planning, LLC. | History | Added to | 13,439 | 355 | 0.11% | 0.09% | 237 | +4,070 | 43.44% | Q4 2025 | Jan 15, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 13,412 | 354 | 0.14% | 0.11% | 238 | +3,950 | 41.75% | Q4 2025 | Jan 09, 2026 |
| Two West Capital Advisors LLC | History | Added to | 13,196 | 348 | 0.2% | 0.21% | 239 | +516 | 4.07% | Q4 2025 | Jan 13, 2026 |
| SouthState Bank Corp | History | New | 13,055 | 344 | 0.02% | — | 240 | +13,055 | New | Q4 2025 | Feb 11, 2026 |
| ASSETMARK, INC | History | Reduced | 12,896 | 340 | 0.0% | 0.0% | 241 | -1,076 | -7.7% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Added to | 12,652 | 334 | 0.01% | 0.01% | 242 | +136 | 1.09% | Q4 2025 | Feb 06, 2026 |
| Approach Retirement Advisors, LLC | History | New | 12,527 | 330 | 0.28% | — | 243 | +12,527 | New | Q4 2025 | Jan 29, 2026 |
| Summit Financial, LLC | History | New | 12,040 | 318 | 0.0% | — | 244 | +12,040 | New | Q4 2025 | Feb 13, 2026 |
| Investmark Advisory Group LLC | History | Added to | 12,023 | 317 | 0.14% | 0.14% | 245 | +252 | 2.14% | Q4 2025 | Jan 28, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 11,800 | 311 | 0.03% | 0.04% | 246 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Donalies Financial Planning, LLC | History | New | 11,562 | 305 | 0.26% | — | 247 | +11,562 | New | Q4 2025 | Feb 17, 2026 |
| Grunden Financial Advisory, Inc. | History | Added to | 11,535 | 304 | 0.12% | 0.12% | 248 | +339 | 3.03% | Q4 2025 | Jan 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 11,164 | 294 | 0.0% | — | 249 | +11,164 | New | Q4 2025 | Feb 17, 2026 |
| Simplicity Wealth,LLC | History | Added to | 11,042 | 291 | 0.02% | 0.02% | 250 | +360 | 3.37% | Q4 2025 | Jan 30, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 10,962 | 289 | 0.03% | 0.03% | 252 | +2,340 | 27.14% | Q4 2025 | Jan 22, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 10,947 | 289 | 0.02% | 0.02% | 251 | +275 | 2.58% | Q4 2025 | Mar 04, 2026 |
| Invst, LLC | History | Added to | 10,862 | 286 | 0.03% | 0.03% | 253 | +1,893 | 21.11% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Added to | 10,821 | 285 | 0.0% | 0.0% | 254 | +2,150 | 24.8% | Q4 2025 | Feb 13, 2026 |
| Squire Investment Management Company, LLC | History | Reduced | 10,629 | 280 | 0.08% | 0.1% | 255 | -1,019 | -8.75% | Q4 2025 | Jan 22, 2026 |
| BROWN ADVISORY INC | History | No change | 10,439 | 275 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Vested Financial Planning, LLC | History | Reduced | 9,349 | 247 | 0.19% | 0.22% | 257 | -527 | -5.34% | Q4 2025 | Jan 23, 2026 |
| Wedmont Private Capital | History | New | 9,197 | 243 | 0.01% | — | 258 | +9,197 | New | Q4 2025 | Jan 08, 2026 |
| Security Financial Services, INC. | History | Added to | 9,204 | 243 | 0.04% | 0.04% | 259 | +363 | 4.11% | Q4 2025 | Jan 27, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 8,880 | 234 | 0.08% | 0.05% | 260 | -1,854 | -17.27% | Q4 2025 | Jan 27, 2026 |
| GTS SECURITIES LLC | History | Added to | 8,488 | 224 | 0.01% | 0.01% | 261 | +266 | 3.24% | Q4 2025 | Feb 13, 2026 |
| IFG Advisors, LLC | History | Added to | 8,305 | 219 | 0.04% | 0.04% | 262 | +138 | 1.69% | Q4 2025 | Jan 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 8,201 | 216 | 0.08% | 0.08% | 263 | -380 | -4.43% | Q4 2025 | Jan 22, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | New | 7,921 | 209 | 0.2% | — | 264 | +7,921 | New | Q4 2025 | Feb 19, 2026 |
| HMV Wealth Advisors, LLC | History | No change | 7,875 | 208 | 0.1% | 0.12% | 265 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Brand Asset Management Group, Inc. | History | New | 7,661 | 202 | 0.06% | — | 266 | +7,661 | New | Q4 2025 | Feb 11, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 6,002 | 158 | 0.02% | — | 267 | +6,002 | New | Q4 2025 | Jan 27, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 5,657 | 149 | 0.01% | 0.01% | 268 | +67 | 1.2% | Q4 2025 | Feb 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,179 | 110 | 0.0% | 0.0% | 269 | +662 | 18.82% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,053 | 107 | 0.0% | 0.0% | 270 | +3,333 | 462.92% | Q4 2025 | Feb 10, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 3,000 | 79 | 0.01% | 0.0% | 271 | +1,000 | 50.0% | Q4 2025 | Jan 26, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2,771 | 73 | 0.01% | — | 272 | +2,771 | New | Q4 2025 | Feb 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 2,734 | 72 | 0.0% | 0.0% | 273 | +1,582 | 137.33% | Q4 2025 | Feb 17, 2026 |
| MAI Capital Management | History | Reduced | 2,616 | 69 | 0.0% | 0.0% | 274 | -5 | -0.19% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 2,259 | 59 | 0.0% | 0.0% | 275 | +158 | 7.52% | Q4 2025 | Jan 26, 2026 |
| Nalls Sherbakoff Group, LLC | History | New | 1,876 | 49 | 0.04% | — | 276 | +1,876 | New | Q4 2025 | Mar 12, 2026 |
| Redwood Park Advisors LLC | History | Added to | 1,889 | 49 | 0.03% | 0.01% | 277 | +1,130 | 148.88% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,753 | 46 | 0.0% | — | 278 | +1,753 | New | Q4 2025 | Feb 02, 2026 |
| SIGNATUREFD, LLC | History | New | 1,448 | 38 | 0.0% | — | 279 | +1,448 | New | Q4 2025 | Jan 20, 2026 |
| Millstone Evans Group, LLC | History | Added to | 1,385 | 36 | 0.02% | 0.02% | 280 | +25 | 1.84% | Q4 2025 | Feb 02, 2026 |
| FMR LLC | History | Reduced | 1,216 | 32 | 0.0% | 0.0% | 281 | -106 | -8.02% | Q4 2025 | Feb 17, 2026 |
| CNB Bank | History | No change | 1,200 | 31 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Colonial Trust Co / SC | History | Reduced | 952 | 25 | 0.0% | 0.0% | 283 | -41 | -4.13% | Q4 2025 | Feb 12, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 935 | 24 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Blume Capital Management, Inc. | History | No change | 905 | 23 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 834 | 22 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Planning Project LLC | History | New | 783 | 20 | 0.01% | — | 289 | +783 | New | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 769 | 20 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | No change | 779 | 20 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Added to | 755 | 19 | 0.0% | 0.0% | 290 | +264 | 53.77% | Q4 2025 | Feb 06, 2026 |
| Concord Wealth Partners | History | Added to | 588 | 15 | 0.0% | 0.0% | 291 | +14 | 2.44% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 503 | 13 | 0.0% | — | 292 | +503 | New | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 378 | 9 | 0.0% | — | 293 | +378 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 282 | 7 | 0.0% | 0.0% | 294 | -2,441 | -89.64% | Q4 2025 | Jan 29, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | New | 299 | 7 | 0.0% | — | 295 | +299 | New | Q4 2025 | Jan 27, 2026 |
| Strive Financial Group ,LLC | History | New | 252 | 6 | 0.0% | — | 296 | +252 | New | Q4 2025 | Feb 18, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 209 | 5 | 0.0% | 0.0% | 297 | +5 | 2.45% | Q4 2025 | Jan 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 173 | 4 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Added to | 133 | 3 | 0.0% | 0.0% | 299 | +7 | 5.56% | Q4 2025 | Jan 29, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 128 | 3 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Quent Capital, LLC | History | New | 99 | 2 | 0.0% | — | 302 | +99 | New | Q4 2025 | Jan 29, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 96 | 2 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | New | 56 | 1 | 0.0% | — | 307 | +56 | New | Q4 2025 | Jan 28, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 46 | 1 | 0.0% | — | 303 | +46 | New | Q4 2025 | Feb 10, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 63 | 1 | 0.0% | 0.0% | 304 | +18 | 40.0% | Q4 2025 | Feb 18, 2026 |
| Operose Advisors LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BlackRock, Inc. | History | No change | 43 | 1 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -138,353 | -100.0% | Q3 2025 | Nov 12, 2025 |
| VISIONARY HORIZONS, LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -40,358 | -100.0% | Q3 2025 | Oct 23, 2025 |
| My Personal CFO, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -28,078 | -100.0% | Q3 2025 | Oct 21, 2025 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -27,599 | -100.0% | Q3 2025 | Nov 12, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,993 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -15,614 | -100.0% | Q3 2025 | Oct 15, 2025 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,857 | -100.0% | Q3 2025 | Nov 07, 2025 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,789 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Vertex Planning Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,699 | -100.0% | Q3 2025 | Nov 18, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,157 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -189 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Key Capital Management, INC | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Jan 26, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 20 | 0 | — | — | — | -11 | -35.48% | Q4 2025 | Jan 14, 2026 |