Dimensional ETF Trust - DFIC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 36,999,033 | 1,275,000 | 1.94% | 1.91% | 1 | +2,101,171 | 6.02% | Q4 2025 | Feb 18, 2026 |
| Forum Financial Management, LP | History | Reduced | 16,536,165 | 569,836 | 7.41% | 7.43% | 2 | -13,519 | -0.08% | Q4 2025 | Jan 27, 2026 |
| Evensky & Katz LLC | History | Added to | 6,203,903 | 213,787 | 12.06% | 11.71% | 3 | +47,957 | 0.78% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 5,125,063 | 176,609 | 0.19% | 0.19% | 4 | +25,979 | 0.51% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 4,630,537 | 159,568 | 0.05% | 0.05% | 5 | -160,702 | -3.35% | Q4 2025 | Feb 10, 2026 |
| Greenspring Advisors, LLC | History | Added to | 4,481,545 | 154,434 | 9.47% | 4.51% | 6 | +3,704,401 | 476.67% | Q4 2025 | Feb 10, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 4,432,470 | 152,742 | 4.29% | 4.01% | 7 | +142,160 | 3.31% | Q4 2025 | Feb 10, 2026 |
| Apella Capital, LLC | History | Added to | 4,296,455 | 148,055 | 2.93% | 2.89% | 8 | +349,438 | 8.85% | Q4 2025 | Jan 21, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 3,874,957 | 133,531 | 10.97% | 10.81% | 9 | +29,481 | 0.77% | Q4 2025 | Jan 27, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 3,522,998 | 121,402 | 11.02% | 10.56% | 10 | -20,811 | -0.59% | Q4 2025 | Feb 17, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 3,453,442 | 119,005 | 16.54% | 16.01% | 11 | +42,549 | 1.25% | Q4 2025 | Feb 04, 2026 |
| LPL Financial LLC | History | Added to | 3,437,956 | 118,471 | 0.03% | 0.03% | 12 | +379,995 | 12.43% | Q4 2025 | Feb 11, 2026 |
| Sageworth Trust Co | History | Added to | 3,231,015 | 111,340 | 4.77% | 1.26% | 13 | +2,405,892 | 291.58% | Q4 2025 | Feb 03, 2026 |
| Focus Partners Wealth | History | Added to | 3,189,176 | 109,899 | 0.13% | 0.16% | 14 | +194,914 | 6.51% | Q4 2025 | Feb 13, 2026 |
| Plancorp, LLC | History | Added to | 3,093,543 | 106,603 | 3.22% | 2.27% | 15 | +891,003 | 40.45% | Q4 2025 | Feb 05, 2026 |
| MASECO LLP | History | Added to | 2,878,096 | 99,164 | 4.32% | 4.23% | 16 | +217,397 | 8.17% | Q4 2025 | Jan 22, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 2,852,088 | 98,282 | 6.33% | 5.87% | 17 | +140,403 | 5.18% | Q4 2025 | Jan 26, 2026 |
| Symmetry Partners, LLC | History | Added to | 2,722,819 | 93,828 | 5.55% | 4.58% | 18 | +1,440,526 | 112.34% | Q4 2025 | Jan 27, 2026 |
| Pathstone Holdings, LLC | History | New | 2,698,604 | 92,993 | 0.36% | — | 19 | +2,698,604 | New | Q4 2025 | Feb 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 2,610,843 | 89,970 | 0.76% | 0.63% | 20 | +157,618 | 6.42% | Q4 2025 | Jan 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 2,559,282 | 88,192 | 0.62% | 0.66% | 21 | +175,387 | 7.36% | Q4 2025 | Feb 18, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 2,499,134 | 87,894 | 12.97% | 10.82% | 22 | +1,455,684 | 139.51% | Q4 2025 | Jan 07, 2026 |
| Asset Dedication, LLC | History | Added to | 2,519,884 | 86,835 | 5.7% | 5.24% | 23 | +142,851 | 6.01% | Q4 2025 | Jan 26, 2026 |
| WPWealth LLP | History | Reduced | 2,519,530 | 86,823 | 13.59% | 13.58% | 24 | -13,656 | -0.54% | Q4 2025 | Feb 13, 2026 |
| Annex Advisory Services, LLC | History | Added to | 2,515,017 | 86,667 | 1.66% | 1.74% | 25 | +17,644 | 0.71% | Q4 2025 | Jan 26, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 2,510,632 | 86,516 | 2.12% | 2.25% | 26 | -43,087 | -1.69% | Q4 2025 | Feb 09, 2026 |
| Aspen Capital Management, LLC | History | Added to | 2,268,629 | 78,176 | 19.36% | 18.46% | 27 | +60,508 | 2.74% | Q4 2025 | Jan 29, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 2,229,348 | 76,823 | 12.37% | 12.26% | 28 | +93,309 | 4.37% | Q4 2025 | Jan 28, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 2,187,727 | 75,389 | 7.01% | 6.87% | 29 | +64,167 | 3.02% | Q4 2025 | Feb 04, 2026 |
| Miramar Fiduciary Corp | History | Reduced | 2,083,876 | 71,810 | 55.56% | 56.64% | 30 | -118,279 | -5.37% | Q4 2025 | Jan 27, 2026 |
| Syverson Strege & Co | History | Reduced | 2,066,694 | 71,218 | 16.86% | 16.34% | 31 | -12,613 | -0.61% | Q4 2025 | Feb 09, 2026 |
| Truepoint, Inc. | History | Reduced | 2,058,153 | 70,923 | 1.6% | 1.61% | 32 | -56,452 | -2.67% | Q4 2025 | Feb 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 2,047,476 | 70,556 | 0.69% | 0.65% | 33 | +118,524 | 6.14% | Q4 2025 | Feb 13, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 2,031,046 | 69,989 | 8.33% | 8.15% | 34 | -7,451 | -0.37% | Q4 2025 | Feb 17, 2026 |
| BRIGHTON JONES LLC | History | Added to | 2,019,943 | 69,607 | 2.57% | 1.54% | 35 | +55,691 | 2.84% | Q4 2025 | Jan 27, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,961,663 | 67,598 | 0.11% | 0.1% | 36 | +39,403 | 2.05% | Q4 2025 | Feb 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,890,712 | 65,153 | 8.24% | 8.15% | 37 | +74,588 | 4.11% | Q4 2025 | Jan 21, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 1,849,517 | 63,734 | 14.52% | 14.21% | 38 | +122,678 | 7.1% | Q4 2025 | Jan 21, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 1,791,845 | 61,746 | 4.48% | 0.04% | 39 | +1,777,195 | 12131.02% | Q4 2025 | Jan 26, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 1,742,063 | 60,031 | 4.48% | 4.82% | 40 | -98,613 | -5.36% | Q4 2025 | Jan 29, 2026 |
| Kooman & Associates | History | Added to | 1,594,640 | 54,951 | 16.25% | 15.97% | 41 | +15,613 | 0.99% | Q4 2025 | Jan 23, 2026 |
| Betterment LLC | History | Added to | 1,563,546 | 53,880 | 0.1% | 0.1% | 42 | +9,866 | 0.64% | Q4 2025 | Feb 12, 2026 |
| Tencap Wealth Coaching, LLC | History | New | 1,502,945 | 51,819 | 19.61% | — | 43 | +1,502,945 | New | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,491,106 | 51,383 | 0.07% | 0.06% | 44 | +66,460 | 4.67% | Q4 2025 | Feb 12, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Reduced | 1,454,948 | 50,137 | 1.19% | 1.2% | 45 | -79,832 | -5.2% | Q4 2025 | Feb 02, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 1,454,948 | 50,137 | 1.03% | 1.01% | 46 | -79,832 | -5.2% | Q4 2025 | Feb 10, 2026 |
| Financial Plan, Inc. | History | New | 1,409,479 | 48,570 | 5.58% | — | 47 | +1,409,479 | New | Q4 2025 | Jan 28, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 1,401,706 | 48,302 | 9.94% | 9.7% | 48 | -6,690 | -0.48% | Q4 2025 | Jan 27, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 1,391,429 | 47,948 | 5.22% | 5.44% | 49 | -96,273 | -6.47% | Q4 2025 | Jan 16, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 1,389,047 | 47,866 | 10.53% | 9.61% | 50 | +136,869 | 10.93% | Q4 2025 | Jan 29, 2026 |
| von Borstel & Associates, Inc. | History | Added to | 1,386,573 | 47,781 | 11.2% | 6.98% | 51 | +19,752 | 1.45% | Q4 2025 | Feb 12, 2026 |
| Aspen Wealth Management LLC | History | Added to | 1,378,942 | 47,518 | 9.98% | 9.68% | 52 | +49,917 | 3.76% | Q4 2025 | Jan 05, 2026 |
| Mariner, LLC | History | Reduced | 1,304,947 | 44,975 | 0.05% | 0.06% | 53 | -11,362 | -0.86% | Q4 2025 | Feb 13, 2026 |
| Savant Capital, LLC | History | Added to | 1,286,300 | 44,325 | 0.25% | 0.24% | 54 | +104,952 | 8.88% | Q4 2025 | Feb 10, 2026 |
| Verisail Partners, LLC | History | Reduced | 1,285,788 | 44,308 | 18.2% | 18.25% | 55 | -26,032 | -1.98% | Q4 2025 | Jan 29, 2026 |
| Eaton-Cambridge Inc. | History | Added to | 1,258,671 | 43,373 | 14.23% | 13.93% | 56 | +37,336 | 3.06% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,241,985 | 42,798 | 0.58% | 0.77% | 57 | +12,042 | 0.98% | Q4 2025 | Feb 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,219,393 | 42,020 | 0.0% | 0.0% | 58 | +11,651 | 0.96% | Q4 2025 | Feb 17, 2026 |
| Your Advocates Ltd., LLP | History | Reduced | 1,217,176 | 41,943 | 13.69% | 13.39% | 59 | -1,732 | -0.14% | Q4 2025 | Feb 02, 2026 |
| Alpha Financial Advisors, LLC | History | Added to | 1,180,250 | 40,671 | 12.44% | 12.33% | 60 | +112,117 | 10.5% | Q4 2025 | Jan 20, 2026 |
| RS CRUM INC. | History | Added to | 1,180,156 | 40,668 | 8.13% | 8.46% | 61 | +19,594 | 1.69% | Q4 2025 | Feb 17, 2026 |
| Efficient Advisors, LLC | History | Reduced | 1,170,010 | 40,318 | 2.35% | 2.59% | 62 | -230,160 | -16.44% | Q4 2025 | Jan 21, 2026 |
| Burton Enright Welch | History | Added to | 1,111,853 | 38,314 | 5.39% | 5.22% | 63 | +57,773 | 5.48% | Q4 2025 | Feb 13, 2026 |
| EnRich Financial Partners LLC | History | Added to | 1,106,425 | 38,127 | 10.39% | 9.92% | 64 | +43,089 | 4.05% | Q4 2025 | Jan 28, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 1,157,023 | 38,100 | 3.97% | 4.59% | 65 | -124,447 | -9.71% | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,100,743 | 37,931 | 2.02% | 2.01% | 66 | +19,041 | 1.76% | Q4 2025 | Jan 20, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 1,083,619 | 37,341 | 14.29% | 13.85% | 67 | +39,427 | 3.78% | Q4 2025 | Jan 30, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 1,079,270 | 37,191 | 8.9% | 8.27% | 68 | +68,829 | 6.81% | Q4 2025 | Jan 22, 2026 |
| CAPSTONE CAPITAL LLC | History | Reduced | 1,064,522 | 36,683 | 23.83% | 24.24% | 69 | -41,424 | -3.75% | Q4 2025 | Jan 22, 2026 |
| True Wealth Design, LLC | History | Reduced | 1,048,537 | 36,132 | 10.59% | 10.75% | 70 | -24,497 | -2.28% | Q4 2025 | Jan 08, 2026 |
| One Degree Advisors Inc | History | Added to | 1,037,753 | 35,760 | 9.83% | 7.23% | 71 | +318,875 | 44.36% | Q4 2025 | Feb 06, 2026 |
| Trust Co of the South | History | Reduced | 1,010,777 | 34,831 | 5.6% | 5.51% | 72 | -1,896 | -0.19% | Q4 2025 | Jan 05, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 1,007,498 | 34,718 | 9.55% | 9.2% | 73 | +122,962 | 13.9% | Q4 2025 | Feb 10, 2026 |
| American Trust | History | New | 1,000,934 | 34,492 | 2.9% | — | 74 | +1,000,934 | New | Q4 2025 | Feb 17, 2026 |
| Straight Path Wealth Management | History | Added to | 994,005 | 34,253 | 9.24% | 8.4% | 75 | +44,403 | 4.68% | Q4 2025 | Feb 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 981,778 | 33,832 | 0.41% | 0.25% | 76 | +306,889 | 45.47% | Q4 2025 | Feb 11, 2026 |
| Mattern Wealth Management LLC | History | Added to | 969,014 | 33,392 | 6.43% | 6.21% | 77 | +20,672 | 2.18% | Q4 2025 | Jan 16, 2026 |
| United Wealth Management, LLC | History | Added to | 964,157 | 33,224 | 8.59% | 8.52% | 78 | +8,854 | 0.93% | Q4 2025 | Feb 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 962,556 | 33,169 | 0.06% | 0.07% | 79 | -76,353 | -7.35% | Q4 2025 | Feb 12, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 949,329 | 32,713 | 19.8% | 18.87% | 80 | +50,334 | 5.6% | Q4 2025 | Feb 13, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 940,566 | 32,411 | 5.01% | 4.88% | 81 | +28,519 | 3.13% | Q4 2025 | Jan 21, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 937,782 | 32,315 | 9.4% | 8.61% | 82 | -55,387 | -5.58% | Q4 2025 | Feb 06, 2026 |
| ACORN CREEK CAPITAL LLC | History | Added to | 928,567 | 31,998 | 11.5% | 10.66% | 83 | +67,127 | 7.79% | Q4 2025 | Feb 02, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 881,044 | 31,523 | 2.04% | 2.12% | 84 | -53,406 | -5.72% | Q4 2025 | Jan 23, 2026 |
| Krilogy Financial LLC | History | Added to | 853,359 | 31,066 | 1.06% | 1.04% | 85 | +10,143 | 1.2% | Q4 2025 | Jan 27, 2026 |
| BURNEY CO/ | History | Added to | 892,518 | 30,756 | 0.96% | 0.89% | 86 | +42,410 | 4.99% | Q4 2025 | Jan 23, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 883,508 | 30,445 | 9.33% | 8.45% | 87 | +80,395 | 10.01% | Q4 2025 | Jan 20, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 863,782 | 29,765 | 8.64% | 8.54% | 88 | +2,377 | 0.28% | Q4 2025 | Feb 05, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 845,357 | 29,131 | 15.45% | — | 89 | +845,357 | New | Q4 2025 | Jan 30, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 834,193 | 28,746 | 4.47% | 4.33% | 90 | +3,238 | 0.39% | Q4 2025 | Jan 23, 2026 |
| Arax Advisory Partners | History | New | 804,345 | 27,714 | 0.81% | — | 91 | +804,345 | New | Q4 2025 | Feb 13, 2026 |
| Evanson Asset Management, LLC | History | Added to | 799,589 | 27,553 | 1.49% | 1.45% | 92 | +14,380 | 1.83% | Q4 2025 | Jan 12, 2026 |
| Lutz Financial Services LLC | History | Added to | 791,288 | 27,267 | 1.85% | 1.79% | 93 | +35,952 | 4.76% | Q4 2025 | Feb 06, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 774,424 | 26,686 | 3.84% | 3.65% | 94 | +77,679 | 11.15% | Q4 2025 | Feb 09, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 772,528 | 26,621 | 9.65% | 7.35% | 95 | +218,072 | 39.33% | Q4 2025 | Jan 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 757,905 | 26,117 | 0.51% | 0.51% | 96 | +18,071 | 2.44% | Q4 2025 | Jan 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 740,371 | 25,513 | 0.03% | 0.01% | 97 | +487,701 | 193.02% | Q4 2025 | Mar 09, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 728,285 | 25,096 | 7.71% | 7.74% | 98 | +26,720 | 3.81% | Q4 2025 | Feb 02, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 710,093 | 24,469 | 5.99% | 5.11% | 99 | +108,616 | 18.06% | Q4 2025 | Feb 17, 2026 |
| Great Waters Wealth Management | History | Reduced | 694,771 | 23,941 | 2.63% | 3.33% | 100 | -165,259 | -19.22% | Q4 2025 | Jan 15, 2026 |
| SwitchPoint Financial Planning, LLC | History | Reduced | 675,961 | 23,293 | 16.31% | 16.1% | 101 | -2,015 | -0.3% | Q4 2025 | Feb 17, 2026 |
| VeraBank, N.A. | History | Added to | 675,611 | 23,281 | 4.23% | 3.99% | 102 | +23,864 | 3.66% | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 673,660 | 23,214 | 0.12% | — | 103 | +673,660 | New | Q4 2025 | Feb 18, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 664,687 | 22,905 | 0.84% | 0.97% | 104 | +37,514 | 5.98% | Q4 2025 | Feb 09, 2026 |
| Blume Capital Management, Inc. | History | Added to | 661,084 | 22,780 | 4.14% | 4.1% | 105 | +3,700 | 0.56% | Q4 2025 | Feb 05, 2026 |
| Sensible Money, LLC | History | Added to | 650,921 | 22,430 | 7.16% | 6.27% | 106 | +88,268 | 15.69% | Q4 2025 | Feb 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 640,645 | 22,078 | 0.03% | 0.03% | 107 | +71,756 | 12.61% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 639,384 | 22,033 | 0.26% | 0.2% | 108 | -31,633 | -4.71% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 636,517 | 21,934 | 0.08% | 0.13% | 109 | -240,745 | -27.44% | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 634,271 | 21,856 | 0.09% | 0.09% | 110 | +35,629 | 5.95% | Q4 2025 | Feb 13, 2026 |
| Vannoy Advisory Group, Inc. | History | Reduced | 625,141 | 21,542 | 13.65% | 13.44% | 111 | -2,388 | -0.38% | Q4 2025 | Jan 15, 2026 |
| New Dimensions Wealth Management, LLC | History | Reduced | 623,402 | 21,482 | 18.37% | 18.38% | 112 | -16,349 | -2.56% | Q4 2025 | Feb 03, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 618,801 | 21,323 | 2.34% | 2.33% | 113 | +9,611 | 1.58% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 613,176 | 21,130 | 0.28% | 0.1% | 114 | +395,987 | 182.32% | Q4 2025 | Feb 10, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 582,498 | 21,098 | 0.52% | 0.48% | 115 | +29,480 | 5.33% | Q4 2025 | Jan 28, 2026 |
| Burk Holdings LLC | History | Added to | 610,982 | 21,054 | 10.04% | 10.29% | 116 | +23,515 | 4.0% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 607,334 | 20,928 | 0.0% | 0.0% | 117 | +12,264 | 2.06% | Q4 2025 | Feb 11, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 596,277 | 20,547 | 5.49% | 5.4% | 118 | -2,406 | -0.4% | Q4 2025 | Jan 23, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 586,817 | 20,221 | 3.7% | 3.43% | 119 | +11,404 | 1.98% | Q4 2025 | Feb 17, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 584,642 | 20,146 | 3.68% | 3.62% | 120 | -210 | -0.04% | Q4 2025 | Feb 09, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 579,045 | 19,953 | 0.15% | 0.15% | 121 | +16,608 | 2.95% | Q4 2025 | Feb 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 570,925 | 19,674 | 1.18% | 2.18% | 122 | -576,478 | -50.24% | Q4 2025 | Jan 20, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 564,385 | 19,448 | 8.97% | 8.51% | 123 | +25,098 | 4.65% | Q4 2025 | Jan 20, 2026 |
| Passive Capital Management, LLC. | History | Added to | 560,466 | 19,313 | 6.04% | 5.84% | 124 | +14,305 | 2.62% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 540,491 | 18,625 | 0.01% | 0.0% | 125 | +249,786 | 85.92% | Q4 2025 | Feb 18, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 681,609 | 18,327 | 6.37% | 6.92% | 126 | +25,789 | 3.93% | Q4 2025 | Jan 09, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 530,462 | 18,279 | 11.02% | 10.66% | 127 | +12,711 | 2.46% | Q4 2025 | Feb 02, 2026 |
| Versant Capital Management, Inc | History | Added to | 529,713 | 18,253 | 2.29% | 2.12% | 128 | +55,173 | 11.63% | Q4 2025 | Jan 08, 2026 |
| Vestment Financial LLC | History | Added to | 510,305 | 18,064 | 9.37% | 9.48% | 129 | +5,898 | 1.17% | Q4 2025 | Jan 23, 2026 |
| Creative Planning | History | Added to | 522,080 | 17,990 | 0.01% | 0.01% | 130 | +5,002 | 0.97% | Q4 2025 | Feb 17, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 518,990 | 17,884 | 7.93% | 7.64% | 131 | +37,196 | 7.72% | Q4 2025 | Jan 16, 2026 |
| BCO Wealth Management LLC | History | Added to | 517,431 | 17,830 | 10.93% | 10.67% | 132 | +24,449 | 4.96% | Q4 2025 | Jan 14, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 487,547 | 17,435 | 8.86% | 8.32% | 133 | +49,821 | 11.38% | Q4 2025 | Jan 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 505,727 | 17,427 | 0.13% | 0.13% | 134 | -12,861 | -2.48% | Q4 2025 | Feb 12, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 503,801 | 17,360 | 2.64% | 2.48% | 135 | +31,168 | 6.59% | Q4 2025 | Jan 30, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 501,885 | 17,294 | 3.77% | 3.25% | 136 | +11,924 | 2.43% | Q4 2025 | Feb 02, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 497,943 | 17,159 | 6.77% | 6.21% | 137 | +32,773 | 7.05% | Q4 2025 | Jan 27, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 482,491 | 16,626 | 4.36% | 3.75% | 138 | +73,772 | 18.05% | Q4 2025 | Feb 06, 2026 |
| XY Planning Network, Inc. | History | Added to | 478,664 | 16,494 | 2.87% | 1.91% | 139 | +298,129 | 165.14% | Q4 2025 | Jan 26, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 478,570 | 16,491 | 0.61% | 0.56% | 140 | +43,180 | 9.92% | Q4 2025 | Feb 06, 2026 |
| Gemmer Asset Management LLC | History | Added to | 476,867 | 16,432 | 1.27% | 1.15% | 141 | +40,870 | 9.37% | Q4 2025 | Jan 23, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 476,788 | 16,430 | 7.63% | 7.15% | 142 | +51,824 | 12.19% | Q4 2025 | Jan 26, 2026 |
| Applied Capital LLC | History | Added to | 463,250 | 15,963 | 6.14% | 6.06% | 143 | +4,815 | 1.05% | Q4 2025 | Jan 16, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 453,246 | 15,618 | 8.48% | 8.37% | 144 | +2,725 | 0.6% | Q4 2025 | Feb 02, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 448,847 | 15,467 | 6.92% | 6.83% | 145 | +5,801 | 1.31% | Q4 2025 | Jan 06, 2026 |
| LifeGuide Financial Advisors, LLC | History | Added to | 444,307 | 15,461 | 5.13% | 4.86% | 146 | +19,749 | 4.65% | Q4 2025 | Jan 05, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 448,114 | 15,442 | 1.99% | 2.18% | 147 | -23,415 | -4.97% | Q4 2025 | Feb 04, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 441,976 | 15,230 | 9.97% | 9.15% | 148 | +18,806 | 4.44% | Q4 2025 | Jan 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 439,934 | 15,160 | 0.85% | 0.44% | 149 | +209,883 | 91.23% | Q4 2025 | Jan 14, 2026 |
| Pacific Asset Management, LLC | History | Added to | 435,114 | 14,994 | 9.0% | 9.3% | 151 | +17,468 | 4.18% | Q4 2025 | Jan 28, 2026 |
| Austin Asset Management Co Inc | History | Added to | 435,139 | 14,994 | 2.46% | 2.6% | 150 | +5 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Watchman Group, Inc. | History | Added to | 423,675 | 14,599 | 3.49% | 3.34% | 152 | +2,686 | 0.64% | Q4 2025 | Feb 06, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 419,674 | 14,461 | 4.52% | 4.75% | 153 | -18,058 | -4.13% | Q4 2025 | Jan 12, 2026 |
| Timonier Family Office, LTD. | History | Added to | 414,203 | 14,273 | 4.53% | 4.26% | 154 | +17,601 | 4.44% | Q4 2025 | Feb 04, 2026 |
| Vantage Point Financial LLC | History | Added to | 412,996 | 14,231 | 5.09% | 5.17% | 155 | +6,116 | 1.5% | Q4 2025 | Feb 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 410,063 | 14,131 | 0.04% | 0.03% | 156 | +80,627 | 24.47% | Q4 2025 | Feb 05, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 408,247 | 14,068 | 7.52% | 7.35% | 157 | +4,295 | 1.06% | Q4 2025 | Feb 06, 2026 |
| SageOak Financial, LLC | History | Reduced | 394,752 | 13,603 | 9.84% | 9.89% | 158 | -15,383 | -3.75% | Q4 2025 | Feb 13, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 388,541 | 13,389 | 6.01% | 3.45% | 159 | +169,113 | 77.07% | Q4 2025 | Jan 28, 2026 |
| American Investment Services, Inc. | History | Added to | 387,317 | 13,346 | 3.1% | 2.79% | 160 | +33,191 | 9.37% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 386,668 | 13,324 | 0.14% | 0.17% | 161 | +37,529 | 10.75% | Q4 2025 | Jan 23, 2026 |
| Tillman Hartley LLC | History | Reduced | 377,830 | 13,020 | 3.27% | 3.3% | 162 | -10,909 | -2.81% | Q4 2025 | Feb 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 377,523 | 13,009 | 0.48% | 0.42% | 163 | +28,857 | 8.28% | Q4 2025 | Feb 17, 2026 |
| Foundry Financial LLC | History | New | 374,714 | 12,912 | 6.78% | — | 164 | +374,714 | New | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 361,461 | 12,455 | 0.3% | 0.31% | 165 | -14,284 | -3.8% | Q4 2025 | Jan 28, 2026 |
| Financial Symmetry Inc | History | Added to | 359,709 | 12,395 | 5.05% | 4.58% | 166 | +48,117 | 15.44% | Q4 2025 | Jan 28, 2026 |
| Hills Bank & Trust Co | History | Added to | 350,678 | 12,084 | 0.7% | 0.55% | 167 | +64,580 | 22.57% | Q4 2025 | Feb 05, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 349,902 | 12,057 | 6.09% | 6.01% | 168 | +14,765 | 4.41% | Q4 2025 | Jan 21, 2026 |
| Ridgeline Wealth, LLC | History | Added to | 348,852 | 12,021 | 8.34% | 8.15% | 169 | +11,974 | 3.55% | Q4 2025 | Jan 08, 2026 |
| Financial Harvest, LLC | History | Added to | 346,774 | 11,949 | 7.38% | 7.39% | 170 | +12,387 | 3.7% | Q4 2025 | Feb 10, 2026 |
| Abel Hall, LLC | History | Reduced | 344,807 | 11,882 | 2.77% | 4.57% | 171 | -491 | -0.14% | Q4 2025 | Feb 17, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 344,756 | 11,880 | 5.04% | 4.85% | 172 | +6,050 | 1.79% | Q4 2025 | Jan 12, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 342,663 | 11,808 | 4.08% | 4.57% | 173 | -10,706 | -3.03% | Q4 2025 | Jan 08, 2026 |
| Stratos Investment Management, LLC | History | Added to | 341,074 | 11,753 | 0.47% | 0.45% | 174 | +10,690 | 3.24% | Q4 2025 | Jan 20, 2026 |
| B&D White Capital Company, LLC | History | Added to | 335,989 | 11,578 | 1.34% | 1.35% | 175 | +14,704 | 4.58% | Q4 2025 | Feb 13, 2026 |
| Cravens & Co Advisors, LLC | History | Added to | 325,690 | 11,539 | 7.56% | 7.06% | 176 | +10,262 | 3.25% | Q4 2025 | Feb 10, 2026 |
| Sensenig Capital Advisors, Inc | History | New | 331,091 | 11,409 | 11.59% | — | 177 | +331,091 | New | Q4 2025 | Jan 21, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 316,017 | 10,889 | 0.89% | 0.79% | 178 | +1,349 | 0.43% | Q4 2025 | Feb 17, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 315,520 | 10,872 | 0.21% | 0.23% | 179 | -42,177 | -11.79% | Q4 2025 | Feb 10, 2026 |
| American Capital Advisory, LLC | History | Reduced | 312,060 | 10,753 | 4.66% | 4.78% | 180 | -2,027 | -0.65% | Q4 2025 | Jan 30, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 311,501 | 10,734 | 1.44% | 1.35% | 181 | +25,742 | 9.01% | Q4 2025 | Jan 21, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 311,456 | 10,732 | 4.63% | 4.75% | 182 | -15,765 | -4.82% | Q4 2025 | Jan 15, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 306,239 | 10,553 | 1.96% | 0.26% | 183 | +275,991 | 912.43% | Q4 2025 | Jan 26, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | New | 297,580 | 10,254 | 9.61% | — | 184 | +297,580 | New | Q4 2025 | Feb 19, 2026 |
| Savvy Advisors, Inc. | History | Added to | 297,275 | 10,244 | 0.33% | 0.44% | 185 | +6,073 | 2.09% | Q4 2025 | Jan 20, 2026 |
| Sterling Wealth Advisors Inc | History | Reduced | 296,729 | 10,225 | 6.17% | 6.84% | 186 | -29,422 | -9.02% | Q4 2025 | Jan 26, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 287,357 | 10,106 | 0.96% | 0.94% | 187 | +5,857 | 2.08% | Q4 2025 | Jan 22, 2026 |
| Plum Street Advisors, LLC | History | Added to | 288,048 | 9,926 | 3.53% | 3.16% | 188 | +38,225 | 15.3% | Q4 2025 | Feb 13, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 281,572 | 9,702 | 5.43% | 5.26% | 189 | +924 | 0.33% | Q4 2025 | Feb 13, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 264,632 | 9,304 | 1.37% | 1.44% | 190 | -15,180 | -5.43% | Q4 2025 | Jan 26, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 268,155 | 9,240 | 0.48% | 0.5% | 191 | -9,835 | -3.54% | Q4 2025 | Mar 04, 2026 |
| Wheels Up Wealth, Inc. | History | New | 262,772 | 9,055 | 8.44% | — | 192 | +262,772 | New | Q4 2025 | Feb 17, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 260,783 | 8,986 | 3.55% | 3.46% | 193 | +11,705 | 4.7% | Q4 2025 | Jan 22, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 245,966 | 8,475 | 5.25% | 5.32% | 194 | +1,558 | 0.64% | Q4 2025 | Feb 10, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 236,787 | 8,159 | 2.52% | 2.44% | 195 | +4,613 | 1.99% | Q4 2025 | Feb 12, 2026 |
| Five Oceans Advisors | History | Added to | 236,238 | 8,140 | 2.88% | 2.74% | 196 | +9,221 | 4.06% | Q4 2025 | Jan 16, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 234,159 | 8,069 | 1.21% | 0.42% | 197 | +154,780 | 194.99% | Q4 2025 | Feb 05, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 232,910 | 8,026 | 3.64% | 3.72% | 198 | -2,016 | -0.86% | Q4 2025 | Jan 26, 2026 |
| Cloud Capital Management, LLC | History | Added to | 228,750 | 7,882 | 3.72% | 3.21% | 199 | +42,874 | 23.07% | Q4 2025 | Feb 12, 2026 |
| Prospect Financial Group LLC | History | Reduced | 210,126 | 7,240 | 6.73% | 6.79% | 200 | -1,925 | -0.91% | Q4 2025 | Feb 10, 2026 |
| Sageworth Trust Co of South Dakota | History | Added to | 207,257 | 7,142 | 5.83% | 4.04% | 201 | +76,642 | 58.68% | Q4 2025 | Jan 30, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 197,981 | 6,822 | 1.38% | 1.36% | 202 | +13,516 | 7.33% | Q4 2025 | Jan 09, 2026 |
| Capstone Wealth Management, Inc. | History | New | 193,739 | 6,727 | 5.89% | — | 203 | +193,739 | New | Q4 2025 | Feb 20, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 194,120 | 6,689 | 5.9% | — | 204 | +194,120 | New | Q4 2025 | Feb 05, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 192,625 | 6,637 | 4.55% | 4.51% | 205 | -1,329 | -0.69% | Q4 2025 | Jan 05, 2026 |
| WorthPointe, LLC | History | Added to | 189,189 | 6,519 | 1.71% | 1.2% | 206 | +91,372 | 93.41% | Q4 2025 | Jan 26, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 187,676 | 6,467 | 0.13% | 0.08% | 207 | +73,401 | 64.23% | Q4 2025 | Feb 06, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 181,933 | 6,269 | 0.11% | 0.11% | 208 | -4,400 | -2.36% | Q4 2025 | Jan 22, 2026 |
| Tilson Financial Group, Inc. | History | Reduced | 178,807 | 6,161 | 1.9% | 2.03% | 209 | -9,352 | -4.97% | Q4 2025 | Feb 05, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 172,033 | 5,928 | 1.42% | 1.39% | 210 | +7,420 | 4.51% | Q4 2025 | Jan 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 167,284 | 5,764 | 0.0% | 0.0% | 211 | +105,597 | 171.18% | Q4 2025 | Feb 10, 2026 |
| Estate Counselors, LLC | History | Added to | 166,455 | 5,736 | 0.48% | 0.46% | 212 | +3,790 | 2.33% | Q4 2025 | Feb 02, 2026 |
| HEFFERNAN ADVISORY, INC | History | New | 165,260 | 5,694 | 5.45% | — | 213 | +165,260 | New | Q4 2025 | Feb 03, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 164,271 | 5,660 | 0.56% | 0.54% | 214 | +2,183 | 1.35% | Q4 2025 | Feb 02, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 149,889 | 5,652 | 2.34% | 2.33% | 215 | -5,642 | -3.63% | Q4 2025 | Feb 13, 2026 |
| BDFS Capital LLC | History | New | 164,000 | 5,651 | 2.85% | — | 216 | +164,000 | New | Q4 2025 | Feb 26, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 159,508 | 5,496 | 0.54% | 0.51% | 217 | +4,790 | 3.1% | Q4 2025 | Feb 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 158,354 | 5,456 | 0.2% | 0.19% | 218 | +10,799 | 7.32% | Q4 2025 | Jan 21, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | New | 158,269 | 5,453 | 4.76% | — | 219 | +158,269 | New | Q4 2025 | Feb 12, 2026 |
| Porter White Investment Advisors, Inc. | History | Reduced | 157,705 | 5,434 | 2.23% | 2.3% | 220 | -6,018 | -3.68% | Q4 2025 | Jan 29, 2026 |
| Coyle Financial Counsel LLC | History | Reduced | 156,307 | 5,386 | 1.15% | 1.21% | 221 | -3,315 | -2.08% | Q4 2025 | Feb 10, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 155,074 | 5,343 | 0.51% | 0.28% | 222 | +89,229 | 135.51% | Q4 2025 | Jan 22, 2026 |
| Family Office Research LLC | History | Added to | 152,962 | 5,286 | 2.16% | 2.19% | 223 | +150 | 0.1% | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 148,209 | 5,107 | 0.01% | 0.01% | 224 | -4,588 | -3.0% | Q4 2025 | Feb 02, 2026 |
| Longview Financial Advisors LLC | History | Added to | 147,368 | 5,078 | 2.8% | 2.71% | 225 | +3,866 | 2.69% | Q4 2025 | Jan 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 146,673 | 5,054 | 0.01% | 0.01% | 226 | -8,706 | -5.6% | Q4 2025 | Feb 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 143,224 | 4,935 | 0.01% | — | 227 | +143,224 | New | Q4 2025 | Feb 05, 2026 |
| Strategent Financial, LLC | History | Added to | 143,017 | 4,928 | 3.12% | 2.83% | 228 | +22,532 | 18.7% | Q4 2025 | Jan 29, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 142,480 | 4,909 | 0.33% | 0.04% | 229 | +123,410 | 647.14% | Q4 2025 | Feb 09, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 140,917 | 4,855 | 0.57% | 0.55% | 230 | +732 | 0.52% | Q4 2025 | Jan 15, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 139,910 | 4,821 | 3.75% | — | 231 | +139,910 | New | Q4 2025 | Mar 05, 2026 |
| Waterfront Wealth Inc. | History | Added to | 128,849 | 4,709 | 0.89% | 0.86% | 232 | +419 | 0.33% | Q4 2025 | Jan 27, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 136,127 | 4,690 | 2.38% | 2.36% | 233 | +7,288 | 5.66% | Q4 2025 | Jan 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 135,679 | 4,675 | 0.0% | 0.0% | 234 | +48,159 | 55.03% | Q4 2025 | Feb 17, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 135,017 | 4,652 | 0.53% | 0.53% | 235 | -1,047 | -0.77% | Q4 2025 | Jan 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 134,052 | 4,642 | 0.18% | 0.27% | 236 | +512 | 0.38% | Q4 2025 | Feb 13, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 132,200 | 4,555 | 0.51% | 0.53% | 237 | -6,428 | -4.64% | Q4 2025 | Jan 08, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 130,297 | 4,490 | 0.63% | 0.62% | 238 | +10,847 | 9.08% | Q4 2025 | Jan 12, 2026 |
| RBF Capital, LLC | History | No change | 130,000 | 4,479 | 0.2% | 0.19% | 239 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Security Financial Services, INC. | History | New | 126,589 | 4,362 | 0.68% | — | 240 | +126,589 | New | Q4 2025 | Jan 27, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 120,278 | 4,144 | 0.62% | 0.85% | 241 | +4,195 | 3.61% | Q4 2025 | Feb 03, 2026 |
| Grunden Financial Advisory, Inc. | History | Added to | 119,769 | 4,127 | 1.61% | 1.5% | 242 | +7,048 | 6.25% | Q4 2025 | Jan 27, 2026 |
| Warburton Capital Management, LLC | History | Added to | 117,769 | 4,058 | 2.29% | 2.32% | 243 | +586 | 0.5% | Q4 2025 | Jan 23, 2026 |
| Private Advisor Group, LLC | History | Added to | 117,269 | 4,041 | 0.02% | 0.01% | 244 | +25,748 | 28.13% | Q4 2025 | Feb 17, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 116,710 | 4,021 | 1.18% | 1.22% | 245 | +7,548 | 6.91% | Q4 2025 | Jan 15, 2026 |
| Corus Family Wealth Advisors | History | Added to | 116,340 | 4,009 | 3.2% | 2.49% | 246 | +12,962 | 12.54% | Q4 2025 | Feb 04, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 116,321 | 4,008 | 0.63% | 0.56% | 247 | +12,752 | 12.31% | Q4 2025 | Jan 14, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 115,632 | 3,984 | 2.49% | 2.23% | 248 | +12,180 | 11.77% | Q4 2025 | Feb 24, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 113,455 | 3,909 | 0.22% | 0.13% | 249 | +45,404 | 66.72% | Q4 2025 | Feb 02, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 113,436 | 3,908 | 1.42% | 1.52% | 250 | -6,140 | -5.13% | Q4 2025 | Jan 15, 2026 |
| Approach Retirement Advisors, LLC | History | New | 111,106 | 3,828 | 3.3% | — | 251 | +111,106 | New | Q4 2025 | Jan 29, 2026 |
| Essential Planning, LLC. | History | Added to | 108,912 | 3,753 | 1.2% | 0.89% | 252 | +29,961 | 37.95% | Q4 2025 | Jan 15, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 108,130 | 3,726 | 0.13% | 0.13% | 253 | -5,484 | -4.83% | Q4 2025 | Feb 17, 2026 |
| Avant Financial Advisors LLC | History | Reduced | 107,598 | 3,707 | 2.66% | 2.67% | 254 | -512 | -0.47% | Q4 2025 | Jan 15, 2026 |
| Vise Technologies, Inc. | History | New | 104,811 | 3,611 | 0.07% | — | 255 | +104,811 | New | Q4 2025 | Feb 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 102,585 | 3,535 | 0.06% | 0.02% | 256 | +73,324 | 250.59% | Q4 2025 | Feb 19, 2026 |
| BluePrint Investing LLC | History | New | 100,816 | 3,474 | 2.77% | — | 257 | +100,816 | New | Q4 2025 | Feb 05, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 99,489 | 3,428 | 1.99% | 2.01% | 258 | -994 | -0.99% | Q4 2025 | Jan 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 95,496 | 3,358 | 0.0% | 0.0% | 259 | -833 | -0.86% | Q4 2025 | Jan 08, 2026 |
| Ponta Wealth Partners, LLC | History | New | 97,077 | 3,345 | 3.12% | — | 260 | +97,077 | New | Q4 2025 | Feb 03, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 96,312 | 3,318 | 2.27% | 0.48% | 261 | +75,894 | 371.7% | Q4 2025 | Feb 09, 2026 |
| Vistica Wealth Advisors, LLC | History | New | 95,596 | 3,294 | 3.28% | — | 262 | +95,596 | New | Q4 2025 | Feb 13, 2026 |
| GEM Asset Management, LLC | History | Added to | 93,754 | 3,291 | 1.47% | 1.17% | 263 | +19,031 | 25.47% | Q4 2025 | Jan 09, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 93,597 | 3,225 | 0.85% | 0.76% | 264 | +8,791 | 10.37% | Q4 2025 | Feb 06, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 86,102 | 3,197 | 1.44% | 1.49% | 265 | -2,360 | -2.67% | Q4 2025 | Feb 13, 2026 |
| Austin Private Wealth, LLC | History | Added to | 91,096 | 3,139 | 0.23% | 0.22% | 266 | +2,702 | 3.06% | Q4 2025 | Jan 20, 2026 |
| AA Financial Advisors, LLC | History | New | 90,093 | 3,104 | 0.57% | — | 267 | +90,093 | New | Q4 2025 | Jan 14, 2026 |
| Peirce Capital Management, LLC | History | Added to | 87,416 | 3,012 | 1.2% | 1.18% | 268 | +615 | 0.71% | Q4 2025 | Feb 06, 2026 |
| Torren Management, LLC | History | New | 86,120 | 2,967 | 1.52% | — | 269 | +86,120 | New | Q4 2025 | Jan 30, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 85,719 | 2,953 | 0.07% | — | 270 | +85,719 | New | Q4 2025 | Feb 17, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 85,626 | 2,950 | 0.22% | 0.21% | 271 | +79 | 0.09% | Q4 2025 | Feb 10, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 85,284 | 2,938 | 0.89% | 0.91% | 272 | +39 | 0.05% | Q4 2025 | Jan 22, 2026 |
| MORGAN STANLEY | History | Reduced | 84,302 | 2,905 | 0.0% | 0.0% | 273 | -76,100 | -47.44% | Q4 2025 | Feb 13, 2026 |
| NWAM LLC | History | Reduced | 80,926 | 2,879 | 0.16% | 0.15% | 274 | -435 | -0.53% | Q4 2025 | Feb 04, 2026 |
| marrick wealth, LLC | History | New | 83,507 | 2,877 | 2.36% | — | 275 | +83,507 | New | Q4 2025 | Feb 13, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 82,002 | 2,825 | 1.6% | 1.44% | 276 | -149 | -0.18% | Q4 2025 | Jan 14, 2026 |
| 55 North Private Wealth, LLC | History | New | 80,698 | 2,780 | 0.73% | — | 277 | +80,698 | New | Q4 2025 | Jan 27, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 79,945 | 2,754 | 0.38% | 0.36% | 278 | +22 | 0.03% | Q4 2025 | Jan 23, 2026 |
| CITIGROUP INC | History | Added to | 79,841 | 2,751 | 0.0% | 0.0% | 279 | +21,827 | 37.62% | Q4 2025 | Feb 13, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 79,235 | 2,730 | 1.02% | 1.08% | 280 | -4,093 | -4.91% | Q4 2025 | Jan 08, 2026 |
| Simplicity Wealth,LLC | History | Added to | 78,481 | 2,704 | 0.16% | 0.15% | 281 | +1,859 | 2.43% | Q4 2025 | Jan 30, 2026 |
| MAI Capital Management | History | Reduced | 75,465 | 2,600 | 0.01% | 0.02% | 282 | -5,369 | -6.64% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 73,217 | 2,523 | 0.13% | 0.15% | 283 | -24 | -0.03% | Q4 2025 | Feb 10, 2026 |
| BIP Wealth, LLC | History | Added to | 72,838 | 2,510 | 0.09% | 0.1% | 284 | +13,037 | 21.8% | Q4 2025 | Jan 21, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 72,329 | 2,492 | 0.0% | 0.0% | 285 | +14,546 | 25.17% | Q4 2025 | Feb 13, 2026 |
| Cogent Private Wealth, Inc. | History | New | 71,427 | 2,461 | 1.87% | — | 286 | +71,427 | New | Q4 2025 | Feb 10, 2026 |
| Amicus Financial Advisors, LLC | History | New | 71,302 | 2,457 | 0.69% | — | 287 | +71,302 | New | Q4 2025 | Mar 02, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 68,830 | 2,436 | 0.31% | 0.28% | 288 | +4,567 | 7.11% | Q4 2025 | Jan 14, 2026 |
| Gordian Advisors LLC | History | Added to | 70,433 | 2,427 | 1.61% | 1.54% | 289 | +336 | 0.48% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 69,854 | 2,408 | 0.0% | — | 290 | +69,854 | New | Q4 2025 | Feb 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 69,713 | 2,402 | 0.03% | 0.02% | 291 | +16,933 | 32.08% | Q4 2025 | Jan 21, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 67,807 | 2,336 | 0.26% | 0.24% | 292 | +4,551 | 7.19% | Q4 2025 | Feb 18, 2026 |
| Berger Financial Group, Inc | History | Reduced | 65,955 | 2,272 | 0.13% | 0.13% | 293 | -2,605 | -3.8% | Q4 2025 | Jan 27, 2026 |
| Financial Alternatives, Inc | History | No change | 64,558 | 2,224 | 1.29% | 1.28% | 294 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 64,446 | 2,220 | 0.46% | 0.47% | 295 | -3,627 | -5.33% | Q4 2025 | Feb 09, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 58,049 | 2,195 | 1.34% | 1.29% | 296 | -2,576 | -4.25% | Q4 2025 | Feb 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 62,311 | 2,147 | 0.1% | 0.11% | 297 | +210 | 0.34% | Q4 2025 | Jan 12, 2026 |
| Trailhead Planners LLC | History | New | 59,637 | 2,055 | 2.02% | — | 298 | +59,637 | New | Q4 2025 | Feb 12, 2026 |
| Envision Financial Planning, LLC | History | Added to | 59,460 | 2,048 | 0.77% | 0.82% | 299 | +144 | 0.24% | Q4 2025 | Feb 17, 2026 |
| Diversified Trust Co | History | No change | 59,387 | 2,046 | 0.04% | 0.04% | 300 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| Caprock Group, LLC | History | Added to | 58,973 | 2,032 | 0.04% | 0.05% | 301 | +750 | 1.29% | Q4 2025 | Jan 28, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 58,218 | 2,006 | 0.71% | 0.81% | 302 | -107 | -0.18% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 58,017 | 1,999 | 0.01% | — | 303 | +58,017 | New | Q4 2025 | Feb 05, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | New | 57,788 | 1,991 | 1.67% | — | 304 | +57,788 | New | Q4 2025 | Jan 23, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 56,324 | 1,940 | 0.05% | 0.05% | 305 | -6,707 | -10.64% | Q4 2025 | Feb 13, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 54,788 | 1,888 | 0.33% | 0.31% | 306 | +1,705 | 3.21% | Q4 2025 | Feb 03, 2026 |
| GEN Financial Management, INC. | History | Reduced | 52,933 | 1,824 | 1.15% | 1.5% | 307 | -82 | -0.15% | Q4 2025 | Jan 15, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 51,629 | 1,779 | 0.28% | 0.14% | 308 | +26,612 | 106.38% | Q4 2025 | Jan 23, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 49,150 | 1,693 | 0.64% | 0.59% | 309 | +4,930 | 11.15% | Q4 2025 | Feb 09, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 48,451 | 1,669 | 0.3% | 0.03% | 310 | -2,561 | -5.02% | Q4 2025 | Mar 04, 2026 |
| MB Generational Wealth, LLC | History | Added to | 48,382 | 1,667 | 0.88% | 0.51% | 311 | +23,718 | 96.16% | Q4 2025 | Feb 10, 2026 |
| SNS Financial Group, LLC | History | No change | 48,102 | 1,657 | 0.14% | 0.14% | 312 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Ares Financial Consulting, LLC | History | New | 47,829 | 1,648 | 1.57% | — | 313 | +47,829 | New | Q4 2025 | Jan 30, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 46,677 | 1,608 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 44,448 | 1,531 | 0.5% | 0.53% | 315 | -2,455 | -5.23% | Q4 2025 | Feb 05, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 44,327 | 1,527 | 0.03% | 0.03% | 316 | +1,293 | 3.0% | Q4 2025 | Feb 09, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 42,984 | 1,481 | 0.12% | 0.07% | 317 | +19,163 | 80.45% | Q4 2025 | Jan 23, 2026 |
| McGrath & Associates, Inc. | History | Added to | 42,229 | 1,455 | 2.07% | 2.0% | 318 | +1,152 | 2.8% | Q4 2025 | Feb 10, 2026 |
| Vigil Wealth Management, LLC | History | New | 42,131 | 1,451 | 1.21% | — | 319 | +42,131 | New | Q4 2025 | Feb 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 41,300 | 1,423 | 0.01% | — | 320 | +41,300 | New | Q4 2025 | Feb 12, 2026 |
| Investment Advisory Group, LLC | History | Added to | 41,148 | 1,417 | 0.36% | 0.29% | 321 | +9,076 | 28.3% | Q4 2025 | Jan 23, 2026 |
| Altiora Financial Group, LLC | History | Added to | 41,086 | 1,415 | 0.24% | 0.23% | 322 | +2,616 | 6.8% | Q4 2025 | Feb 12, 2026 |
| 25 LLC | History | Added to | 40,913 | 1,409 | 0.45% | 0.45% | 323 | +290 | 0.71% | Q4 2025 | Jan 15, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 40,414 | 1,392 | 0.38% | 0.21% | 324 | +33 | 0.08% | Q4 2025 | Jan 27, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 40,375 | 1,391 | 0.51% | 0.49% | 325 | +1,076 | 2.74% | Q4 2025 | Jan 27, 2026 |
| Excelsior Advisor Network LLC | History | New | 40,096 | 1,381 | 0.67% | — | 326 | +40,096 | New | Q4 2025 | Feb 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 39,716 | 1,368 | 0.03% | 0.03% | 327 | +719 | 1.84% | Q4 2025 | Jan 29, 2026 |
| Apollon Financial, LLC | History | No change | 39,669 | 1,366 | 0.2% | 0.22% | 328 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Quantinno Capital Management LP | History | Added to | 39,310 | 1,354 | 0.0% | 0.0% | 329 | +16,185 | 69.99% | Q4 2025 | Feb 17, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 38,902 | 1,340 | 0.74% | 0.73% | 330 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Index Fund Advisors, Inc. | History | New | 38,758 | 1,335 | 0.06% | — | 331 | +38,758 | New | Q4 2025 | Jan 29, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 38,256 | 1,318 | 0.47% | 0.44% | 332 | +1,229 | 3.32% | Q4 2025 | Jan 22, 2026 |
| Astra Wealth Partners LLC | History | Added to | 38,256 | 1,318 | 0.77% | 0.83% | 333 | +286 | 0.75% | Q4 2025 | Feb 02, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 37,593 | 1,295 | 0.01% | 0.01% | 334 | +3,100 | 8.99% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 37,576 | 1,294 | 0.0% | 0.0% | 335 | +30,927 | 465.14% | Q4 2025 | Feb 17, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 35,865 | 1,235 | 1.87% | 1.77% | 336 | +1,126 | 3.24% | Q4 2025 | Feb 09, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 35,315 | 1,216 | 0.4% | 0.32% | 337 | +11,202 | 46.46% | Q4 2025 | Feb 13, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 35,071 | 1,208 | 0.5% | 0.47% | 338 | +1,360 | 4.03% | Q4 2025 | Jan 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 34,627 | 1,192 | 0.02% | 0.03% | 339 | -5,737 | -14.21% | Q4 2025 | Feb 12, 2026 |
| Geometric Wealth Advisors | History | No change | 33,948 | 1,169 | 0.15% | 0.15% | 340 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Brookstone Capital Management | History | Added to | 33,837 | 1,166 | 0.01% | 0.01% | 341 | +5,000 | 17.34% | Q4 2025 | Jan 15, 2026 |
| HB Wealth Management, LLC | History | Reduced | 33,634 | 1,159 | 0.01% | 0.01% | 342 | -837 | -2.43% | Q4 2025 | Jan 28, 2026 |
| Note Advisors, LLC | History | New | 32,392 | 1,158 | 0.59% | — | 343 | +32,392 | New | Q4 2025 | Feb 18, 2026 |
| Platform Wealth Management, LLC | History | New | 33,209 | 1,144 | 0.3% | — | 344 | +33,209 | New | Q4 2025 | Feb 11, 2026 |
| KOM Wealth Management Group, LLC | History | Reduced | 33,161 | 1,142 | 0.81% | 0.87% | 345 | -1,916 | -5.46% | Q4 2025 | Jan 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 32,802 | 1,130 | 0.03% | 0.03% | 346 | -6,990 | -17.57% | Q4 2025 | Feb 06, 2026 |
| Landing Point Financial Group, LLC | History | Reduced | 32,197 | 1,109 | 0.55% | 0.56% | 347 | -666 | -2.03% | Q4 2025 | Feb 11, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 32,043 | 1,104 | 0.01% | 0.01% | 348 | -407 | -1.25% | Q4 2025 | Jan 21, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 31,770 | 1,094 | 0.02% | 0.02% | 349 | -1,789 | -5.33% | Q4 2025 | Feb 06, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 31,392 | 1,081 | 0.02% | 0.02% | 350 | +4,415 | 16.37% | Q4 2025 | Jan 16, 2026 |
| Visionary Wealth Advisors | History | Added to | 31,221 | 1,075 | 0.05% | 0.05% | 351 | +458 | 1.49% | Q4 2025 | Feb 13, 2026 |
| Edge Financial Advisors LLC | History | Reduced | 30,860 | 1,063 | 0.45% | 0.47% | 352 | -1,082 | -3.39% | Q4 2025 | Jan 28, 2026 |
| OneAscent Family Office, LLC | History | Added to | 30,836 | 1,062 | 0.72% | 0.82% | 353 | +215 | 0.7% | Q4 2025 | Feb 11, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 30,241 | 1,042 | 0.02% | 0.02% | 354 | +4,575 | 17.83% | Q4 2025 | Feb 04, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | New | 27,206 | 985 | 1.07% | — | 355 | +27,206 | New | Q4 2025 | Mar 02, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 27,816 | 958 | 0.37% | 0.38% | 356 | -1,432 | -4.9% | Q4 2025 | Feb 13, 2026 |
| Balance Wealth, LLC | History | Reduced | 27,125 | 934 | 0.3% | 0.23% | 357 | -1,244 | -4.39% | Q4 2025 | Jan 21, 2026 |
| TAGStone Capital, Inc. | History | Added to | 26,620 | 917 | 0.34% | 0.31% | 358 | +2,556 | 10.62% | Q4 2025 | Feb 10, 2026 |
| Clark Asset Management, LLC | History | Added to | 26,251 | 904 | 0.09% | 0.1% | 359 | +95 | 0.36% | Q4 2025 | Jan 27, 2026 |
| Oceanside Advisors LLC | History | Added to | 26,153 | 901 | 0.55% | 0.51% | 360 | +1,392 | 5.62% | Q4 2025 | Jan 26, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 25,559 | 880 | 0.49% | 0.53% | 361 | -3,906 | -13.26% | Q4 2025 | Jan 16, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 25,367 | 874 | 0.19% | 0.19% | 362 | +99 | 0.39% | Q4 2025 | Feb 09, 2026 |
| BESSEMER GROUP INC | History | No change | 24,000 | 827 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 23,770 | 819 | 0.24% | 0.28% | 364 | -2,682 | -10.14% | Q4 2025 | Feb 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 23,262 | 801 | 0.02% | 0.01% | 365 | +4,718 | 25.44% | Q4 2025 | Feb 05, 2026 |
| Quadrature Capital Ltd | History | New | 23,072 | 795 | 0.01% | — | 366 | +23,072 | New | Q4 2025 | Feb 17, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 23,038 | 793 | 0.09% | 0.08% | 367 | +1,231 | 5.64% | Q4 2025 | Jan 29, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 22,962 | 791 | 0.2% | 0.2% | 368 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 22,868 | 788 | 0.06% | 0.05% | 369 | -58 | -0.25% | Q4 2025 | Jan 23, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 22,809 | 786 | 0.17% | 0.17% | 370 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Stirlingshire Investments, Inc. | History | New | 22,652 | 780 | 0.69% | — | 371 | +22,652 | New | Q4 2025 | Feb 11, 2026 |
| Asset Advisory Group, Inc. | History | New | 21,445 | 738 | 0.37% | — | 372 | +21,445 | New | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 21,261 | 732 | 0.0% | 0.0% | 373 | +14,332 | 206.84% | Q4 2025 | Feb 12, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 21,172 | 729 | 0.34% | 0.33% | 374 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 21,002 | 723 | 0.0% | 0.0% | 375 | -22,965 | -52.23% | Q4 2025 | Feb 17, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 20,750 | 715 | 0.04% | 0.04% | 376 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Disciplined Equity Management, Inc. | History | Added to | 20,280 | 698 | 0.36% | 0.33% | 377 | +1,610 | 8.62% | Q4 2025 | Jan 14, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 20,205 | 696 | 0.16% | 0.16% | 378 | -515 | -2.49% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 19,974 | 688 | 0.01% | 0.01% | 379 | +391 | 2.0% | Q4 2025 | Jan 26, 2026 |
| Glassman Wealth Services | History | No change | 19,969 | 688 | 0.09% | 0.09% | 380 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 19,849 | 683 | 0.04% | 0.03% | 381 | -646 | -3.15% | Q4 2025 | Jan 30, 2026 |
| Mustard Seed Financial, LLC | History | Reduced | 19,640 | 676 | 0.42% | 0.42% | 382 | -208 | -1.05% | Q4 2025 | Jan 23, 2026 |
| rebel Financial LLC | History | New | 19,372 | 667 | 0.28% | — | 383 | +19,372 | New | Q4 2025 | Mar 27, 2026 |
| Opulen Financial Group LLC | History | Added to | 18,509 | 637 | 0.46% | 0.42% | 384 | +1,429 | 8.37% | Q4 2025 | Feb 10, 2026 |
| Prospera Financial Services Inc | History | Added to | 17,942 | 618 | 0.01% | 0.01% | 385 | +2,642 | 17.27% | Q4 2025 | Feb 09, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 17,607 | 606 | 0.06% | 0.06% | 386 | -24 | -0.14% | Q4 2025 | Feb 13, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 17,385 | 599 | 0.02% | 0.03% | 387 | +1,734 | 11.08% | Q4 2025 | Jan 28, 2026 |
| CITIZENS & NORTHERN CORP | History | No change | 17,326 | 597 | 0.15% | 0.14% | 388 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 17,144 | 593 | 0.04% | 0.05% | 389 | -2,336 | -11.99% | Q4 2025 | Jan 15, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 17,211 | 593 | 0.04% | 0.04% | 390 | +120 | 0.7% | Q4 2025 | Feb 18, 2026 |
| Arkadios Wealth Advisors | History | New | 17,194 | 592 | 0.01% | — | 391 | +17,194 | New | Q4 2025 | Feb 13, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 17,048 | 587 | 0.12% | 0.14% | 392 | +119 | 0.7% | Q4 2025 | Feb 13, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 16,923 | 583 | 0.24% | 0.15% | 393 | +59 | 0.35% | Q4 2025 | Feb 11, 2026 |
| Capital Group Private Client Services, Inc. | History | New | 16,375 | 564 | 0.01% | — | 394 | +16,375 | New | Q4 2025 | Feb 11, 2026 |
| BROWN ADVISORY INC | History | No change | 16,358 | 563 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 16,333 | 562 | 0.01% | 0.01% | 396 | +6,316 | 63.05% | Q4 2025 | Jan 20, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 16,298 | 561 | 0.04% | 0.04% | 397 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Blue Trust, Inc. | History | Added to | 16,050 | 553 | 0.01% | 0.01% | 398 | +1,218 | 8.21% | Q4 2025 | Jan 16, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | No change | 16,055 | 553 | 0.37% | 0.38% | 399 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Golden State Equity Partners | History | New | 16,037 | 552 | 0.09% | — | 400 | +16,037 | New | Q4 2025 | Jan 29, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 15,897 | 547 | 0.13% | 0.35% | 401 | -24,897 | -61.03% | Q4 2025 | Feb 27, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 15,611 | 537 | 0.28% | 0.27% | 402 | +366 | 2.4% | Q4 2025 | Jan 14, 2026 |
| Signal Advisors Wealth, LLC | History | New | 15,460 | 532 | 0.04% | — | 403 | +15,460 | New | Q4 2025 | Jan 13, 2026 |
| Tranquility Partners, LLC | History | Added to | 15,369 | 529 | 0.19% | 0.17% | 404 | +112 | 0.73% | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 15,171 | 522 | 0.01% | 0.0% | 405 | +12,788 | 536.63% | Q4 2025 | Feb 09, 2026 |
| Compound Planning, Inc. | History | Reduced | 15,108 | 520 | 0.02% | 0.03% | 406 | -8,584 | -36.23% | Q4 2025 | Feb 19, 2026 |
| Archer Investment Management, LLC | History | Reduced | 15,106 | 520 | 0.28% | 0.37% | 407 | -3,082 | -16.95% | Q4 2025 | Jan 12, 2026 |
| Babb Wealth Advisors LLC | History | New | 14,934 | 514 | 0.29% | — | 408 | +14,934 | New | Q4 2025 | Feb 11, 2026 |
| NorthAvenue LLC | History | New | 14,772 | 509 | 0.42% | — | 409 | +14,772 | New | Q4 2025 | Apr 02, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 14,686 | 506 | 0.15% | 0.16% | 410 | -551 | -3.62% | Q4 2025 | Feb 10, 2026 |
| Pioneer Wealth Management Group | History | No change | 14,618 | 503 | 0.15% | 0.15% | 411 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 14,551 | 501 | 0.23% | 0.23% | 412 | -1,294 | -8.17% | Q4 2025 | Jan 07, 2026 |
| Brooklyn Investment Group | History | New | 14,280 | 493 | 0.02% | — | 413 | +14,280 | New | Q4 2025 | Feb 12, 2026 |
| Westwood Wealth Management | History | New | 13,802 | 475 | 0.36% | — | 414 | +13,802 | New | Q4 2025 | Jan 20, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 13,802 | 475 | 0.36% | 0.37% | 415 | -384 | -2.71% | Q4 2025 | Jan 13, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 13,784 | 474 | 0.11% | 0.11% | 416 | -98 | -0.71% | Q4 2025 | Feb 06, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 13,738 | 473 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 13,679 | 471 | 0.0% | 0.0% | 418 | +1,882 | 15.95% | Q4 2025 | Jan 26, 2026 |
| First Financial Group Corp | History | Added to | 13,594 | 468 | 0.4% | 0.36% | 419 | +1,010 | 8.03% | Q4 2025 | Jan 28, 2026 |
| NORTHERN TRUST CORP | History | Added to | 13,437 | 463 | 0.0% | 0.0% | 420 | +459 | 3.54% | Q4 2025 | Feb 17, 2026 |
| Fortis Capital Management LLC | History | New | 13,279 | 457 | 0.06% | — | 421 | +13,279 | New | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 13,247 | 456 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Oath Planning, LLC | History | New | 12,947 | 446 | 0.44% | — | 424 | +12,947 | New | Q4 2025 | Feb 12, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 12,965 | 446 | 0.23% | 0.22% | 423 | +850 | 7.02% | Q4 2025 | Jan 23, 2026 |
| PCA Investment Advisory Services Inc. | History | New | 12,923 | 445 | 0.16% | — | 425 | +12,923 | New | Q4 2025 | Feb 10, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 12,783 | 440 | 0.05% | 0.05% | 426 | +3,847 | 43.05% | Q4 2025 | Feb 13, 2026 |
| Old Peak Finance LLC | History | New | 12,530 | 431 | 0.27% | — | 428 | +12,530 | New | Q4 2025 | Feb 10, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 12,536 | 431 | 0.0% | 0.0% | 427 | -61 | -0.48% | Q4 2025 | Feb 06, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 12,299 | 423 | 0.24% | 0.28% | 430 | +86 | 0.7% | Q4 2025 | Jan 28, 2026 |
| Core Wealth Management, Inc. | History | No change | 12,286 | 423 | 0.13% | 0.13% | 429 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Cerity Partners LLC | History | Added to | 12,223 | 421 | 0.0% | 0.0% | 431 | +193 | 1.6% | Q4 2025 | Feb 11, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Reduced | 12,103 | 417 | 0.15% | 0.16% | 432 | -1,830 | -13.13% | Q4 2025 | Jan 16, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 12,090 | 416 | 0.01% | 0.01% | 433 | +1,060 | 9.61% | Q4 2025 | Feb 12, 2026 |
| Noble Family Wealth, LLC | History | Added to | 11,927 | 411 | 0.09% | 0.07% | 434 | +1,875 | 18.65% | Q4 2025 | Jan 07, 2026 |
| Millstone Evans Group, LLC | History | Added to | 11,911 | 410 | 0.24% | 0.24% | 435 | +171 | 1.46% | Q4 2025 | Feb 02, 2026 |
| Selective Wealth Management, Inc. | History | New | 11,382 | 405 | 0.13% | — | 437 | +11,382 | New | Q4 2025 | Jan 16, 2026 |
| Hurley Capital, LLC | History | Added to | 11,767 | 405 | 0.23% | 0.18% | 436 | +1,987 | 20.32% | Q4 2025 | Feb 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 11,725 | 404 | 0.02% | — | 438 | +11,725 | New | Q4 2025 | Feb 04, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Reduced | 11,435 | 397 | 0.1% | 0.11% | 439 | -1,269 | -9.99% | Q4 2025 | Jan 06, 2026 |
| Life Planning Partners, Inc | History | Reduced | 10,960 | 377 | 0.29% | 0.27% | 440 | -414 | -3.64% | Q4 2025 | Jan 16, 2026 |
| CVA Family Office, LLC | History | New | 10,870 | 374 | 0.04% | — | 441 | +10,870 | New | Q4 2025 | Jan 12, 2026 |
| BOS Asset Management, LLC | History | Added to | 10,859 | 374 | 0.1% | 0.09% | 442 | +852 | 8.51% | Q4 2025 | Jan 09, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 10,707 | 368 | 0.06% | 0.06% | 443 | +1,473 | 15.95% | Q4 2025 | Jan 12, 2026 |
| Aurelius Family Office LLC | History | No change | 10,424 | 366 | 0.16% | 0.15% | 444 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 10,490 | 361 | 0.18% | 0.17% | 445 | +1,070 | 11.36% | Q4 2025 | Jan 20, 2026 |
| O'Brien Wealth Partners LLC | History | New | 10,447 | 360 | 0.05% | — | 446 | +10,447 | New | Q4 2025 | Jan 22, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 10,393 | 358 | 0.02% | 0.02% | 447 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | New | 9,616 | 348 | 0.16% | — | 448 | +9,616 | New | Q4 2025 | Jan 26, 2026 |
| CWM, LLC | History | Added to | 9,943 | 343 | 0.0% | 0.0% | 449 | +1,577 | 18.85% | Q4 2025 | Jan 26, 2026 |
| AlphaStar Capital Management, LLC | History | New | 9,790 | 337 | 0.02% | — | 450 | +9,790 | New | Q4 2025 | Feb 02, 2026 |
| LJI Wealth Management, LLC | History | New | 9,602 | 330 | 0.05% | — | 451 | +9,602 | New | Q4 2025 | Feb 03, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Reduced | 9,548 | 329 | 0.1% | 0.11% | 452 | -226 | -2.31% | Q4 2025 | Jan 16, 2026 |
| FLC Capital Advisors | History | No change | 9,547 | 328 | 0.06% | 0.06% | 453 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Facet Wealth, Inc. | History | New | 8,892 | 326 | 0.01% | — | 454 | +8,892 | New | Q4 2025 | Jan 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 9,392 | 323 | 0.0% | 0.0% | 455 | +1,340 | 16.64% | Q4 2025 | Feb 17, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 9,357 | 322 | 0.16% | 0.17% | 456 | +66 | 0.71% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 9,182 | 316 | 0.0% | — | 457 | +9,182 | New | Q4 2025 | Feb 17, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 9,131 | 314 | 0.05% | — | 458 | +9,131 | New | Q4 2025 | Feb 10, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Added to | 9,090 | 313 | 0.17% | 0.17% | 459 | +150 | 1.68% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | New | 9,050 | 311 | 0.0% | — | 461 | +9,050 | New | Q4 2025 | Feb 12, 2026 |
| HBE Wealth Management, LLC | History | New | 9,027 | 311 | 0.29% | — | 462 | +9,027 | New | Q4 2025 | Jan 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 9,053 | 311 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DBK Financial Counsel, LLC | History | No change | 8,892 | 306 | 0.23% | 0.24% | 463 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 8,864 | 305 | 0.0% | 0.0% | 464 | +1,877 | 26.86% | Q4 2025 | Jan 20, 2026 |
| GTS SECURITIES LLC | History | Reduced | 8,848 | 304 | 0.01% | 0.03% | 465 | -13,833 | -60.99% | Q4 2025 | Feb 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 8,805 | 303 | 0.01% | 0.01% | 466 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Citrine Capital LLC | History | Reduced | 8,743 | 301 | 0.14% | 0.13% | 467 | -159 | -1.79% | Q4 2025 | Jan 20, 2026 |
| VANCE WEALTH, LLC | History | Added to | 8,710 | 300 | 0.09% | 0.08% | 468 | +752 | 9.45% | Q4 2025 | Feb 17, 2026 |
| Investmark Advisory Group LLC | History | Added to | 8,686 | 299 | 0.13% | 0.12% | 469 | +41 | 0.47% | Q4 2025 | Jan 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 8,641 | 297 | 0.0% | 0.0% | 470 | -3,876 | -30.97% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Added to | 8,495 | 292 | 0.0% | 0.0% | 471 | +5,084 | 149.05% | Q4 2025 | Feb 17, 2026 |
| Axis Wealth Partners, LLC | History | New | 8,384 | 288 | 0.16% | — | 472 | +8,384 | New | Q4 2025 | Jan 30, 2026 |
| Tumwater Wealth Management, LLC | History | Reduced | 8,300 | 286 | 0.12% | 0.14% | 473 | -1,048 | -11.21% | Q4 2025 | Jan 29, 2026 |
| VestGen Advisors, LLC | History | New | 8,126 | 280 | 0.01% | — | 474 | +8,126 | New | Q4 2025 | Feb 17, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 8,104 | 279 | 0.01% | 0.0% | 475 | +7,890 | 3686.92% | Q4 2025 | Feb 04, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 7,953 | 274 | 0.0% | 0.0% | 476 | -330 | -3.98% | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 7,925 | 273 | 0.01% | 0.01% | 477 | -126 | -1.57% | Q4 2025 | Feb 17, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 7,864 | 270 | 0.06% | 0.06% | 478 | -1,421 | -15.3% | Q4 2025 | Jan 16, 2026 |
| Belpointe Asset Management LLC | History | New | 7,810 | 269 | 0.01% | — | 479 | +7,810 | New | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | New | 7,810 | 269 | 0.04% | — | 480 | +7,810 | New | Q4 2025 | Jan 27, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 7,693 | 265 | 0.03% | — | 481 | +7,693 | New | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 7,634 | 263 | 0.0% | 0.0% | 483 | +7,495 | 5392.09% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 7,641 | 263 | 0.0% | 0.0% | 482 | +4,871 | 175.85% | Q4 2025 | Feb 11, 2026 |
| Claris Financial LLC | History | New | 7,619 | 262 | 0.14% | — | 484 | +7,619 | New | Q4 2025 | Feb 19, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 7,228 | 249 | 0.11% | 0.11% | 485 | -64 | -0.88% | Q4 2025 | Jan 23, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 7,159 | 246 | 0.03% | — | 487 | +7,159 | New | Q4 2025 | Jan 15, 2026 |
| Capital Asset Advisory Services LLC | History | New | 7,015 | 246 | 0.01% | — | 486 | +7,015 | New | Q4 2025 | Jan 09, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 7,072 | 243 | 0.03% | 0.03% | 488 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 6,894 | 237 | 0.0% | 0.0% | 489 | +227 | 3.4% | Q4 2025 | Mar 16, 2026 |
| Level Wealth Management LLC | History | Reduced | 6,722 | 231 | 0.12% | 0.12% | 491 | -100 | -1.47% | Q4 2025 | Feb 02, 2026 |
| Long Island Wealth Management, Inc. | History | No change | 6,730 | 231 | 0.11% | 0.11% | 490 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| PRIVATE TRUST CO NA | History | New | 6,687 | 230 | 0.02% | — | 492 | +6,687 | New | Q4 2025 | Jan 26, 2026 |
| Acropolis Investment Management, LLC | History | New | 6,627 | 228 | 0.01% | — | 493 | +6,627 | New | Q4 2025 | Jan 14, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 6,635 | 228 | 0.09% | 0.09% | 494 | -66 | -0.98% | Q4 2025 | Jan 09, 2026 |
| MGO ONE SEVEN LLC | History | New | 6,330 | 218 | 0.0% | — | 496 | +6,330 | New | Q4 2025 | Feb 03, 2026 |
| Parkside Financial Bank & Trust | History | No change | 6,346 | 218 | 0.02% | 0.02% | 495 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HRT FINANCIAL LP | History | New | 6,313 | 217 | 0.0% | — | 497 | +6,313 | New | Q4 2025 | Feb 12, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 6,248 | 215 | 0.15% | 0.12% | 498 | +1,288 | 25.97% | Q4 2025 | Jan 27, 2026 |
| Concord Wealth Partners | History | Added to | 6,191 | 213 | 0.03% | 0.03% | 500 | +28 | 0.45% | Q4 2025 | Jan 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 6,200 | 213 | 0.01% | 0.01% | 499 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 207 | 212 | 0.13% | 0.13% | 501 | -6,089 | -96.71% | Q4 2025 | Jan 13, 2026 |
| Net Worth Advisory Group | History | New | 6,145 | 211 | 0.04% | — | 502 | +6,145 | New | Q4 2025 | Jan 14, 2026 |
| Empire Financial Management Company, LLC | History | New | 6,101 | 210 | 0.05% | — | 504 | +6,101 | New | Q4 2025 | Feb 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 6,120 | 210 | 0.06% | 0.06% | 503 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 6,076 | 209 | 0.13% | 0.14% | 505 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 5,960 | 205 | 0.0% | — | 506 | +5,960 | New | Q4 2025 | Feb 02, 2026 |
| Integras Partners LLC | History | New | 5,878 | 202 | 0.16% | — | 507 | +5,878 | New | Q4 2025 | Jan 29, 2026 |
| Hilltop Holdings Inc. | History | New | 5,849 | 201 | 0.01% | — | 508 | +5,849 | New | Q4 2025 | Feb 17, 2026 |
| ASSETMARK, INC | History | No change | 5,846 | 201 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FRANKLIN RESOURCES INC | History | New | 5,670 | 195 | 0.0% | — | 510 | +5,670 | New | Q4 2025 | Feb 11, 2026 |
| CNB Bank | History | No change | 5,653 | 194 | 0.08% | 0.08% | 511 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 4,720 | 162 | 0.0% | 0.0% | 512 | +761 | 19.22% | Q4 2025 | Feb 12, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 4,478 | 154 | 0.11% | 0.1% | 513 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| CX Institutional | History | Added to | 4,331 | 149 | 0.0% | 0.0% | 515 | +352 | 8.85% | Q4 2025 | Feb 02, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 4,340 | 149 | 0.0% | 0.0% | 514 | +22 | 0.51% | Q4 2025 | Feb 13, 2026 |
| RHL GROUP, LLC | History | New | 4,172 | 143 | 0.11% | — | 516 | +4,172 | New | Q4 2025 | Feb 09, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 4,111 | 141 | 0.05% | 0.05% | 517 | +14 | 0.34% | Q4 2025 | Jan 09, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Reduced | 3,801 | 130 | 0.04% | 0.04% | 518 | -6 | -0.16% | Q4 2025 | Jan 20, 2026 |
| OPTIMA CAPITAL LLC | History | New | 3,103 | 106 | 0.05% | — | 519 | +3,103 | New | Q4 2025 | Jan 23, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 2,810 | 96 | 0.01% | 0.01% | 520 | +1,655 | 143.29% | Q4 2025 | Feb 04, 2026 |
| Global Trust Asset Management, LLC | History | No change | 2,500 | 86 | 0.03% | 0.04% | 521 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| UBS Group AG | History | Reduced | 2,447 | 84 | 0.0% | 0.0% | 522 | -448 | -15.47% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,910 | 65 | 0.0% | — | 523 | +1,910 | New | Q4 2025 | Feb 02, 2026 |
| Colonial Trust Co / SC | History | No change | 1,505 | 51 | 0.01% | 0.01% | 524 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 1,234 | 42 | 0.02% | 0.02% | 525 | +9 | 0.73% | Q4 2025 | Jan 16, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 1,131 | 38 | 0.0% | 0.0% | 526 | +7 | 0.62% | Q4 2025 | Feb 03, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,099 | 37 | 0.0% | 0.0% | 527 | +8 | 0.73% | Q4 2025 | Feb 11, 2026 |
| Team Financial Group, LLC | History | No change | 868 | 29 | 0.01% | 0.01% | 528 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 15,169 | 26 | 0.0% | 0.01% | 529 | -1,287 | -7.82% | Q4 2025 | Feb 11, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | New | 760 | 26 | 0.0% | — | 530 | +760 | New | Q4 2025 | Jan 23, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 778 | 26 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 781 | 26 | 0.01% | 0.01% | 532 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Triumph Capital Management | History | New | 725 | 24 | 0.01% | — | 533 | +725 | New | Q4 2025 | Feb 12, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 679 | 23 | 0.01% | 0.01% | 534 | -26 | -3.69% | Q4 2025 | Feb 05, 2026 |
| WINNOW WEALTH LLC | History | New | 631 | 22 | 0.02% | — | 535 | +631 | New | Q4 2025 | Feb 11, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 618 | 21 | 0.01% | 0.01% | 536 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 608 | 20 | 0.01% | — | 537 | +608 | New | Q4 2025 | Feb 10, 2026 |
| Coston, McIsaac & Partners | History | New | 588 | 20 | 0.0% | — | 538 | +588 | New | Q4 2025 | Feb 03, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 571 | 19 | 0.01% | 0.01% | 539 | +63 | 12.4% | Q4 2025 | Feb 18, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 544 | 18 | 0.0% | — | 540 | +544 | New | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | Reduced | 548 | 18 | 0.0% | 0.0% | 541 | -23 | -4.03% | Q4 2025 | Jan 29, 2026 |
| Capital Analysts, LLC | History | Added to | 456 | 16 | 0.0% | 0.0% | 543 | +4 | 0.88% | Q4 2025 | Feb 11, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 470 | 16 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Larson Financial Group LLC | History | No change | 470 | 16 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Quent Capital, LLC | History | New | 446 | 15 | 0.0% | — | 545 | +446 | New | Q4 2025 | Jan 29, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 373 | 13 | 0.0% | — | 546 | +373 | New | Q4 2025 | Feb 10, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 390 | 13 | 0.0% | 0.0% | 547 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | New | 320 | 11 | 0.01% | — | 548 | +320 | New | Q4 2025 | Feb 05, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 272 | 9 | 0.0% | 0.0% | 549 | -641 | -70.21% | Q4 2025 | Feb 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 262 | 9 | 0.0% | — | 550 | +262 | New | Q4 2025 | Feb 05, 2026 |
| WealthCollab, LLC | History | No change | 262 | 9 | 0.0% | 0.0% | 551 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 206 | 7 | 0.0% | — | 552 | +206 | New | Q4 2025 | Jan 21, 2026 |
| Rossby Financial, LCC | History | Added to | 222 | 7 | 0.0% | 0.0% | 553 | +69 | 45.1% | Q4 2025 | Feb 12, 2026 |
| FAS Wealth Partners, Inc. | History | New | 164 | 5 | 0.0% | — | 554 | +164 | New | Q4 2025 | Feb 18, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 153 | 5 | 0.0% | 0.0% | 555 | -3 | -1.92% | Q4 2025 | Feb 13, 2026 |
| LRI Investments, LLC | History | No change | 160 | 5 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Key Capital Management, INC | History | New | 71 | 2 | 0.0% | — | 558 | +71 | New | Q4 2025 | Jan 26, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 72 | 2 | 0.0% | 0.0% | 557 | -31 | -30.1% | Q4 2025 | Jan 14, 2026 |
| Prudent Man Investment Management, Inc. | History | New | 54 | 1 | 0.0% | — | 559 | +54 | New | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,200,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -818,559 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 3.65% | — | -696,745 | -100.0% | Q3 2025 | Nov 12, 2025 |
| My Personal CFO, LLC | History | Closed out | 0 | 0 | — | 1.52% | — | -119,576 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -110,334 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Tandem Financial, LLC | History | Closed out | 0 | 0 | — | 0.86% | — | -70,458 | -100.0% | Q3 2025 | Oct 31, 2025 |
| TABLEAUX LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -10,648 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -8,296 | -100.0% | Q3 2025 | Nov 10, 2025 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,980 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -7,201 | -100.0% | Q3 2025 | Oct 28, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,361 | -100.0% | Q3 2025 | Oct 07, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -1,655 | -100.0% | Q3 2025 | Oct 22, 2025 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -819 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kozak & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -179 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Family Manage LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 13, 2025 |