Dimensional ETF Trust - DFLV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Savant Capital, LLC | History | Added to | 17,497,390 | 598,585 | 3.4% | 3.09% | 1 | +2,023,145 | 13.07% | Q4 2025 | Feb 10, 2026 |
| Corient Private Wealth LLC | History | Added to | 5,967,378 | 164,920 | 0.22% | 0.27% | 2 | +809,921 | 15.7% | Q4 2025 | Mar 09, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 4,440,601 | 151,912 | 1.96% | 1.88% | 3 | +187,912 | 4.42% | Q4 2025 | Feb 09, 2026 |
| Foster Group, Inc. | History | Added to | 4,143,117 | 141,736 | 4.28% | 4.28% | 4 | +1,700 | 0.04% | Q4 2025 | Jan 12, 2026 |
| Truepoint, Inc. | History | Added to | 3,410,368 | 116,668 | 2.63% | 2.41% | 5 | +261,009 | 8.29% | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 3,126,872 | 106,970 | 0.56% | — | 6 | +3,126,872 | New | Q4 2025 | Feb 18, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 2,957,759 | 101,184 | 11.09% | 11.72% | 7 | -95,506 | -3.13% | Q4 2025 | Feb 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 2,744,210 | 93,879 | 4.8% | 3.85% | 8 | +846,915 | 44.64% | Q4 2025 | Feb 10, 2026 |
| Vise Technologies, Inc. | History | Added to | 2,580,784 | 88,288 | 1.73% | 1.02% | 9 | +1,746,930 | 209.5% | Q4 2025 | Feb 11, 2026 |
| Pathstone Holdings, LLC | History | New | 2,559,158 | 87,548 | 0.34% | — | 10 | +2,559,158 | New | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 2,321,233 | 79,409 | 0.09% | 0.08% | 11 | +304,335 | 15.09% | Q4 2025 | Feb 17, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 2,201,232 | 75,304 | 6.19% | 5.66% | 12 | +193,954 | 9.66% | Q4 2025 | Jan 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,162,734 | 73,987 | 0.08% | 0.08% | 13 | +57,995 | 2.76% | Q4 2025 | Feb 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 2,075,239 | 70,993 | 0.5% | 0.52% | 14 | +223,151 | 12.05% | Q4 2025 | Feb 18, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 1,815,396 | 62,104 | 6.76% | 6.83% | 15 | -31,095 | -1.68% | Q4 2025 | Jan 16, 2026 |
| Cerity Partners LLC | History | Added to | 1,760,605 | 60,230 | 0.09% | 0.07% | 16 | +400,889 | 29.48% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 1,588,108 | 54,329 | 0.01% | 0.01% | 17 | +124,524 | 8.51% | Q4 2025 | Feb 11, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 1,464,846 | 50,112 | 3.23% | 3.06% | 18 | +56,378 | 4.0% | Q4 2025 | Jan 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,373,880 | 47,000 | 0.02% | 0.02% | 19 | +100,412 | 7.88% | Q4 2025 | Feb 12, 2026 |
| Quent Capital, LLC | History | Added to | 1,326,195 | 45,369 | 3.27% | 3.32% | 20 | +122,450 | 10.17% | Q4 2025 | Jan 29, 2026 |
| Apella Capital, LLC | History | Added to | 1,318,903 | 45,119 | 0.89% | 0.85% | 21 | +140,392 | 11.91% | Q4 2025 | Jan 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,205,696 | 42,681 | 0.06% | 0.06% | 22 | +1,503 | 0.12% | Q4 2025 | Jan 08, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 1,205,736 | 41,248 | 1.94% | 1.82% | 23 | +66,248 | 5.81% | Q4 2025 | Jan 29, 2026 |
| MATHER GROUP, LLC. | History | Added to | 1,180,027 | 40,368 | 0.42% | 0.37% | 24 | +51,665 | 4.58% | Q4 2025 | Jan 13, 2026 |
| Premier Financial Group | History | Added to | 1,135,825 | 39,038 | 10.18% | 9.9% | 25 | +3,927 | 0.35% | Q4 2025 | Feb 09, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 1,035,634 | 36,982 | 4.24% | 3.92% | 26 | +62,120 | 6.38% | Q4 2025 | Feb 03, 2026 |
| CWM, LLC | History | Added to | 968,394 | 33,129 | 0.09% | 0.0% | 27 | +958,819 | 10013.78% | Q4 2025 | Jan 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 966,066 | 33,049 | 0.0% | 0.0% | 28 | +62,809 | 6.95% | Q4 2025 | Feb 17, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 945,906 | 32,359 | 1.02% | 0.82% | 29 | +183,777 | 24.11% | Q4 2025 | Jan 30, 2026 |
| Mariner, LLC | History | Added to | 942,514 | 32,243 | 0.04% | 0.03% | 30 | +176,841 | 23.1% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 935,581 | 32,006 | 0.31% | 0.32% | 31 | +1,150 | 0.12% | Q4 2025 | Feb 13, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 934,046 | 31,953 | 8.71% | 8.79% | 32 | -5,127 | -0.55% | Q4 2025 | Jan 28, 2026 |
| Team Hewins, LLC | History | Added to | 915,237 | 31,310 | 10.09% | 9.69% | 33 | +43,473 | 4.99% | Q4 2025 | Jan 28, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 893,483 | 30,941 | 7.76% | 7.61% | 34 | +12,022 | 1.36% | Q4 2025 | Jan 06, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 897,676 | 30,709 | 1.38% | 1.25% | 35 | +101,427 | 12.74% | Q4 2025 | Jan 14, 2026 |
| Tumwater Wealth Management, LLC | History | Added to | 891,486 | 30,497 | 12.43% | 12.51% | 36 | +35,632 | 4.16% | Q4 2025 | Jan 29, 2026 |
| WPWealth LLP | History | Reduced | 886,730 | 30,335 | 4.75% | 5.64% | 37 | -162,712 | -15.5% | Q4 2025 | Feb 13, 2026 |
| ACORN CREEK CAPITAL LLC | History | Added to | 793,178 | 27,134 | 9.75% | 9.65% | 38 | +15,788 | 2.03% | Q4 2025 | Feb 02, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 768,137 | 26,277 | 2.19% | 2.14% | 39 | +30,816 | 4.18% | Q4 2025 | Feb 09, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 764,535 | 26,154 | 8.05% | 7.98% | 40 | +26,561 | 3.6% | Q4 2025 | Feb 05, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 742,632 | 25,405 | 13.58% | 12.98% | 41 | +31,697 | 4.46% | Q4 2025 | Feb 06, 2026 |
| Betterment LLC | History | Added to | 740,678 | 25,339 | 0.05% | 0.04% | 42 | +67,135 | 9.97% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 702,511 | 24,032 | 0.01% | 0.0% | 43 | +604,992 | 620.38% | Q4 2025 | Feb 18, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 679,626 | 23,249 | 2.03% | 1.73% | 44 | +93,723 | 16.0% | Q4 2025 | Feb 12, 2026 |
| Wealth Architects, LLC | History | Added to | 661,399 | 22,626 | 2.04% | 1.88% | 45 | +55,148 | 9.1% | Q4 2025 | Feb 17, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Added to | 632,635 | 21,642 | 14.59% | 14.58% | 46 | +26,839 | 4.43% | Q4 2025 | Feb 17, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 599,978 | 20,525 | 2.9% | 2.62% | 47 | +75,203 | 14.33% | Q4 2025 | Feb 13, 2026 |
| Three Arch Wealth Management LLC | History | New | 598,695 | 20,481 | 3.84% | — | 48 | +598,695 | New | Q4 2025 | Feb 13, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 594,638 | 20,342 | 4.87% | 4.73% | 49 | +19,067 | 3.31% | Q4 2025 | Jan 22, 2026 |
| Creative Planning | History | Added to | 571,116 | 19,537 | 0.01% | 0.01% | 50 | +73,062 | 14.67% | Q4 2025 | Feb 17, 2026 |
| VeraBank, N.A. | History | Added to | 540,716 | 18,497 | 3.36% | 3.26% | 51 | +11,443 | 2.16% | Q4 2025 | Feb 11, 2026 |
| Evanson Asset Management, LLC | History | Added to | 527,946 | 18,061 | 0.97% | 0.89% | 52 | +49,232 | 10.28% | Q4 2025 | Jan 12, 2026 |
| Lakeshore Financial Planning, Inc. | History | Reduced | 516,378 | 17,665 | 6.31% | 6.32% | 53 | -1,609 | -0.31% | Q4 2025 | Feb 17, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 508,799 | 17,406 | 2.71% | 2.29% | 54 | +129,479 | 34.13% | Q4 2025 | Feb 03, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 472,868 | 16,176 | 0.0% | 0.0% | 55 | +16,627 | 3.64% | Q4 2025 | Feb 11, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 445,486 | 15,240 | 0.03% | 0.03% | 56 | +8,771 | 2.01% | Q4 2025 | Feb 12, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 432,317 | 14,789 | 4.14% | 0.34% | 57 | +396,427 | 1104.56% | Q4 2025 | Jan 13, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 430,807 | 14,737 | 3.75% | 3.62% | 58 | +16,006 | 3.86% | Q4 2025 | Jan 23, 2026 |
| Austin Asset Management Co Inc | History | Added to | 430,083 | 14,713 | 2.42% | 2.57% | 59 | +1,818 | 0.42% | Q4 2025 | Feb 04, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 391,347 | 13,935 | 0.34% | 0.36% | 60 | -19,868 | -4.83% | Q4 2025 | Jan 28, 2026 |
| SACHEM HILL LLC | History | Added to | 406,193 | 13,895 | 2.7% | 2.58% | 61 | +14,078 | 3.59% | Q4 2025 | Feb 12, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 386,810 | 13,232 | 1.71% | 1.84% | 62 | -10,074 | -2.54% | Q4 2025 | Feb 04, 2026 |
| Advisory Alpha, LLC | History | Added to | 382,785 | 13,095 | 0.36% | 0.34% | 63 | +10,811 | 2.91% | Q4 2025 | Feb 06, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 380,248 | 13,008 | 0.55% | 0.47% | 64 | +45,536 | 13.6% | Q4 2025 | Feb 10, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 373,537 | 12,778 | 3.65% | 3.28% | 65 | +44,779 | 13.62% | Q4 2025 | Feb 17, 2026 |
| BOS Asset Management, LLC | History | Added to | 373,499 | 12,777 | 3.42% | 3.4% | 66 | +6,735 | 1.84% | Q4 2025 | Jan 09, 2026 |
| Francis Financial, Inc. | History | Reduced | 362,504 | 12,401 | 2.42% | 2.23% | 67 | -19,551 | -5.12% | Q4 2025 | Feb 11, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Added to | 351,235 | 12,015 | 4.07% | 3.7% | 68 | +36,628 | 11.64% | Q4 2025 | Jan 20, 2026 |
| Disciplined Investments, LLC | History | Added to | 350,864 | 12,003 | 4.61% | 4.32% | 69 | +20,803 | 6.3% | Q4 2025 | Feb 05, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 344,721 | 11,792 | 12.65% | 12.55% | 70 | -23,558 | -6.4% | Q4 2025 | Feb 09, 2026 |
| Allworth Financial LP | History | New | 340,764 | 11,657 | 0.05% | — | 71 | +340,764 | New | Q4 2025 | Feb 05, 2026 |
| Burk Holdings LLC | History | Added to | 339,566 | 11,616 | 5.54% | 5.72% | 72 | +13,987 | 4.3% | Q4 2025 | Feb 12, 2026 |
| Equita Financial Network, Inc. | History | Added to | 324,916 | 11,115 | 3.35% | 3.19% | 73 | +37,606 | 13.09% | Q4 2025 | Jan 29, 2026 |
| RFG Advisory, LLC | History | Added to | 324,501 | 11,101 | 0.21% | 0.22% | 74 | +3,673 | 1.14% | Q4 2025 | Feb 03, 2026 |
| Prudent Man Investment Management, Inc. | History | Added to | 305,129 | 10,438 | 3.51% | 0.0% | 75 | +304,889 | 127037.08% | Q4 2025 | Feb 12, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 288,829 | 9,880 | 5.96% | 5.58% | 76 | +18,634 | 6.9% | Q4 2025 | Feb 02, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 288,144 | 9,857 | 0.46% | 0.47% | 77 | +25,048 | 9.52% | Q4 2025 | Jan 12, 2026 |
| Foundry Financial LLC | History | New | 284,673 | 9,738 | 5.12% | — | 78 | +284,673 | New | Q4 2025 | Feb 17, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 274,750 | 9,399 | 2.46% | 2.17% | 79 | +34,315 | 14.27% | Q4 2025 | Feb 06, 2026 |
| Level Financial Advisors | History | Added to | 274,575 | 9,393 | 2.48% | 2.26% | 80 | +30,958 | 12.71% | Q4 2025 | Jan 26, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 270,316 | 9,247 | 0.51% | 0.45% | 81 | +39,599 | 17.16% | Q4 2025 | Feb 02, 2026 |
| Focus Partners Wealth | History | Added to | 270,266 | 9,245 | 0.01% | 0.01% | 82 | +15,044 | 5.89% | Q4 2025 | Feb 13, 2026 |
| Gemmer Asset Management LLC | History | Added to | 269,393 | 9,215 | 0.71% | 0.68% | 83 | +13,281 | 5.19% | Q4 2025 | Jan 23, 2026 |
| Golden Bell Financial Planning LLC | History | Added to | 261,083 | 8,931 | 7.43% | 6.36% | 84 | +38,667 | 17.38% | Q4 2025 | Feb 03, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 259,098 | 8,863 | 0.87% | 0.84% | 85 | +6,025 | 2.38% | Q4 2025 | Feb 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 256,135 | 8,762 | 0.05% | 0.07% | 86 | -78,993 | -23.57% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 248,126 | 8,488 | 0.01% | 0.01% | 87 | +9,733 | 4.08% | Q4 2025 | Feb 12, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 233,770 | 7,997 | 2.1% | 2.08% | 88 | +7,579 | 3.35% | Q4 2025 | Feb 06, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 233,400 | 7,984 | 1.13% | 1.18% | 89 | +6,587 | 2.9% | Q4 2025 | Jan 12, 2026 |
| SB Capital Management Inc | History | New | 224,042 | 7,664 | 2.81% | — | 90 | +224,042 | New | Q4 2025 | Feb 20, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 221,940 | 7,592 | 4.19% | 4.21% | 91 | -16 | -0.01% | Q4 2025 | Jan 14, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Added to | 217,650 | 7,445 | 1.14% | 0.9% | 92 | +46,340 | 27.05% | Q4 2025 | Jan 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 210,932 | 7,215 | 0.09% | 0.09% | 93 | -37,293 | -15.02% | Q4 2025 | Feb 11, 2026 |
| Composition Wealth, LLC | History | Reduced | 210,538 | 7,202 | 0.1% | 0.1% | 94 | -497 | -0.24% | Q4 2025 | Feb 02, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 203,071 | 6,947 | 0.13% | 0.1% | 95 | +35,619 | 21.27% | Q4 2025 | Feb 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 201,915 | 6,907 | 0.01% | 0.01% | 96 | -3,840 | -1.87% | Q4 2025 | Feb 17, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 201,613 | 6,897 | 4.34% | 3.88% | 97 | +17,912 | 9.75% | Q4 2025 | Jan 23, 2026 |
| VANCE WEALTH, LLC | History | Added to | 198,367 | 6,786 | 2.02% | 1.72% | 98 | +28,394 | 16.71% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 197,246 | 6,747 | 0.02% | 0.03% | 99 | -11,854 | -5.67% | Q4 2025 | Feb 18, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 193,654 | 6,624 | 0.02% | 0.02% | 100 | +14,653 | 8.19% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 191,938 | 6,566 | 0.01% | 0.01% | 101 | +11,657 | 6.47% | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 190,915 | 6,531 | 0.05% | 0.06% | 102 | +577 | 0.3% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 183,164 | 6,266 | 0.05% | 0.04% | 103 | +21,915 | 13.59% | Q4 2025 | Jan 05, 2026 |
| Wolfstich Capital, LLC | History | New | 182,361 | 6,238 | 5.75% | — | 104 | +182,361 | New | Q4 2025 | Jan 14, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 176,908 | 6,052 | 0.07% | 0.07% | 105 | -137 | -0.08% | Q4 2025 | Jan 21, 2026 |
| Cordant, Inc. | History | Added to | 176,064 | 6,023 | 2.53% | 2.46% | 106 | +10,624 | 6.42% | Q4 2025 | Jan 12, 2026 |
| LRI Investments, LLC | History | Reduced | 175,324 | 5,997 | 0.48% | 0.51% | 107 | -14,415 | -7.6% | Q4 2025 | Feb 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 169,985 | 5,815 | 0.0% | 0.0% | 108 | -184,103 | -51.99% | Q4 2025 | Feb 10, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 169,829 | 5,809 | 1.06% | 1.01% | 109 | +7,141 | 4.39% | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | Reduced | 169,446 | 5,796 | 0.19% | 0.2% | 110 | -6,265 | -3.57% | Q4 2025 | Feb 06, 2026 |
| BFSG, LLC | History | Added to | 166,515 | 5,696 | 0.55% | 0.41% | 111 | +37,499 | 29.07% | Q4 2025 | Jan 22, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 159,631 | 5,460 | 0.06% | 0.06% | 112 | +36,529 | 29.67% | Q4 2025 | Jan 23, 2026 |
| Johnson Wealth Management, LLC | History | New | 159,485 | 5,455 | 2.71% | — | 113 | +159,485 | New | Q4 2025 | Feb 11, 2026 |
| Blue Trust, Inc. | History | Added to | 154,185 | 5,274 | 0.06% | 0.06% | 114 | +585 | 0.38% | Q4 2025 | Jan 16, 2026 |
| Redwood Park Advisors LLC | History | Added to | 151,940 | 5,197 | 3.53% | 2.78% | 115 | +23,852 | 18.62% | Q4 2025 | Feb 17, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 144,359 | 4,938 | 2.8% | 2.41% | 116 | +26,566 | 22.55% | Q4 2025 | Feb 13, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | New | 142,810 | 4,885 | 1.76% | — | 117 | +142,810 | New | Q4 2025 | Jan 21, 2026 |
| Vawter Financial, Ltd. | History | Added to | 139,224 | 4,762 | 2.01% | 2.04% | 118 | +2,820 | 2.07% | Q4 2025 | Feb 02, 2026 |
| McCartney Wealth Management LLC | History | New | 133,406 | 4,563 | 3.94% | — | 119 | +133,406 | New | Q4 2025 | Feb 17, 2026 |
| GEM Asset Management, LLC | History | Added to | 129,827 | 4,538 | 2.02% | 1.87% | 120 | +10,533 | 8.83% | Q4 2025 | Jan 09, 2026 |
| BIP Wealth, LLC | History | Added to | 129,656 | 4,435 | 0.16% | 0.17% | 121 | +27,258 | 26.62% | Q4 2025 | Jan 21, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 121,316 | 4,325 | 2.2% | 1.42% | 122 | +47,058 | 63.37% | Q4 2025 | Jan 27, 2026 |
| First Financial Group Corp | History | Added to | 125,106 | 4,279 | 3.64% | 3.43% | 124 | +4,952 | 4.12% | Q4 2025 | Jan 28, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 125,089 | 4,279 | 2.17% | 2.28% | 123 | +1,041 | 0.84% | Q4 2025 | Jan 08, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 123,114 | 4,211 | 1.09% | 0.98% | 125 | +11,601 | 10.4% | Q4 2025 | Feb 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 123,022 | 4,208 | 0.08% | 0.06% | 126 | +39,126 | 46.64% | Q4 2025 | Feb 06, 2026 |
| Plancorp, LLC | History | Added to | 122,026 | 4,174 | 0.13% | 0.13% | 127 | +174 | 0.14% | Q4 2025 | Feb 05, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 115,275 | 3,943 | 1.56% | 1.48% | 128 | +4,698 | 4.25% | Q4 2025 | Jan 27, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 115,184 | 3,940 | 2.69% | 2.54% | 129 | +8,744 | 8.21% | Q4 2025 | Jan 27, 2026 |
| FineMark National Bank & Trust | History | Added to | 115,034 | 3,935 | 0.12% | 0.07% | 130 | +49,481 | 75.48% | Q4 2025 | Feb 12, 2026 |
| Lido Advisors, LLC | History | Added to | 116,792 | 3,930 | 0.01% | 0.01% | 131 | +1,153 | 1.0% | Q4 2025 | Feb 10, 2026 |
| Arax Advisory Partners | History | New | 114,365 | 3,912 | 0.11% | — | 132 | +114,365 | New | Q4 2025 | Feb 13, 2026 |
| DBK Financial Counsel, LLC | History | Added to | 111,639 | 3,819 | 2.93% | 2.34% | 133 | +27,032 | 31.95% | Q4 2025 | Jan 26, 2026 |
| American Investment Services, Inc. | History | Added to | 111,300 | 3,807 | 0.88% | 0.85% | 134 | +3,460 | 3.21% | Q4 2025 | Feb 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 110,821 | 3,791 | 0.2% | 0.22% | 135 | -8,216 | -6.9% | Q4 2025 | Jan 07, 2026 |
| BDFS Capital LLC | History | New | 109,865 | 3,758 | 1.9% | — | 136 | +109,865 | New | Q4 2025 | Feb 26, 2026 |
| Private Advisor Group, LLC | History | Added to | 106,579 | 3,646 | 0.02% | 0.02% | 137 | +3,749 | 3.65% | Q4 2025 | Feb 17, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 105,008 | 3,592 | 0.82% | 0.8% | 138 | +3,765 | 3.72% | Q4 2025 | Jan 06, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Reduced | 104,526 | 3,575 | 1.94% | 1.97% | 139 | -2,139 | -2.01% | Q4 2025 | Feb 05, 2026 |
| CLG LLC | History | Added to | 104,180 | 3,564 | 0.89% | 0.86% | 140 | +8,093 | 8.42% | Q4 2025 | Jan 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 102,404 | 3,503 | 0.07% | 0.07% | 141 | +3,901 | 3.96% | Q4 2025 | Jan 14, 2026 |
| Summit Wealth Group, LLC | History | Added to | 99,727 | 3,411 | 0.8% | 0.79% | 142 | +815 | 0.82% | Q4 2025 | Feb 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 98,716 | 3,377 | 1.21% | 1.07% | 143 | +9,159 | 10.23% | Q4 2025 | Jan 22, 2026 |
| M Holdings Securities, Inc. | History | Added to | 97,722 | 3,343 | 0.24% | 0.27% | 144 | +59,288 | 154.26% | Q4 2025 | Feb 11, 2026 |
| Strategent Financial, LLC | History | Added to | 94,537 | 3,234 | 2.05% | 2.22% | 145 | +277 | 0.29% | Q4 2025 | Jan 29, 2026 |
| Envision Financial Planning, LLC | History | Added to | 94,425 | 3,230 | 1.22% | 1.26% | 146 | +4,034 | 4.46% | Q4 2025 | Feb 17, 2026 |
| Apeiron RIA LLC | History | Added to | 88,181 | 3,192 | 0.65% | 0.11% | 147 | +72,923 | 477.93% | Q4 2025 | Feb 03, 2026 |
| Vantage Point Financial LLC | History | Reduced | 89,473 | 3,060 | 1.09% | 1.17% | 148 | -2,639 | -2.86% | Q4 2025 | Feb 02, 2026 |
| Compass Financial Group, Inc. | History | Added to | 88,645 | 3,032 | 1.34% | 1.22% | 149 | +5,953 | 7.2% | Q4 2025 | Feb 05, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 86,634 | 2,963 | 1.04% | 0.95% | 150 | +6,337 | 7.89% | Q4 2025 | Feb 09, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 86,159 | 2,947 | 0.9% | 0.92% | 151 | -839 | -0.96% | Q4 2025 | Jan 20, 2026 |
| Investmark Advisory Group LLC | History | Added to | 85,284 | 2,917 | 1.24% | 1.19% | 152 | +1,911 | 2.29% | Q4 2025 | Jan 28, 2026 |
| PKS Advisory Services, LLC | History | New | 84,338 | 2,885 | 0.66% | — | 153 | +84,338 | New | Q4 2025 | Feb 02, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | New | 77,990 | 2,668 | 2.5% | — | 154 | +77,990 | New | Q4 2025 | Feb 19, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 74,480 | 2,552 | 0.61% | 0.65% | 155 | -20 | -0.03% | Q4 2025 | Feb 27, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Reduced | 74,116 | 2,535 | 0.55% | 0.61% | 156 | -344 | -0.46% | Q4 2025 | Feb 09, 2026 |
| Vannoy Advisory Group, Inc. | History | Reduced | 73,472 | 2,513 | 1.59% | 1.6% | 157 | -813 | -1.09% | Q4 2025 | Jan 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 72,617 | 2,484 | 0.0% | 0.0% | 158 | +11,464 | 18.75% | Q4 2025 | Feb 17, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Added to | 69,738 | 2,385 | 0.52% | 0.38% | 159 | +17,743 | 34.12% | Q4 2025 | Jan 28, 2026 |
| City State Bank | History | Added to | 69,506 | 2,377 | 0.65% | 0.53% | 160 | +14,040 | 25.31% | Q4 2025 | Jan 28, 2026 |
| Merit Financial Group, LLC | History | Reduced | 67,593 | 2,312 | 0.02% | 0.07% | 161 | -149,355 | -68.84% | Q4 2025 | Jan 26, 2026 |
| E6 Portfolios, LLC | History | New | 66,611 | 2,278 | 2.61% | — | 162 | +66,611 | New | Q4 2025 | Feb 13, 2026 |
| Porter White Investment Advisors, Inc. | History | Reduced | 66,186 | 2,264 | 0.93% | 0.94% | 163 | -80 | -0.12% | Q4 2025 | Jan 29, 2026 |
| Total Wealth Planning, LLC | History | Reduced | 64,589 | 2,209 | 4.73% | 4.03% | 164 | -992,754 | -93.89% | Q4 2025 | Feb 13, 2026 |
| SOL Capital Management CO | History | Added to | 64,297 | 2,200 | 0.2% | 0.17% | 165 | +7,967 | 14.14% | Q4 2025 | Jan 30, 2026 |
| Financial Harvest, LLC | History | Added to | 63,484 | 2,171 | 1.34% | 1.18% | 166 | +10,443 | 19.69% | Q4 2025 | Feb 10, 2026 |
| Essex Financial Services, Inc. | History | Added to | 62,849 | 2,150 | 0.12% | 0.12% | 167 | +961 | 1.55% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 62,044 | 2,122 | 0.0% | 0.0% | 168 | +46,521 | 299.69% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | New | 61,260 | 2,095 | 0.01% | — | 169 | +61,260 | New | Q4 2025 | Jan 29, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 61,106 | 2,090 | 0.37% | 0.35% | 170 | +1,968 | 3.33% | Q4 2025 | Feb 03, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 60,709 | 2,076 | 0.31% | 0.33% | 171 | -2,825 | -4.45% | Q4 2025 | Feb 06, 2026 |
| GEN Financial Management, INC. | History | Added to | 57,839 | 1,978 | 1.25% | 1.64% | 172 | +82 | 0.14% | Q4 2025 | Jan 15, 2026 |
| Ferguson Johnson Wealth Management Inc | History | New | 57,397 | 1,963 | 1.63% | — | 173 | +57,397 | New | Q4 2025 | Feb 06, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 56,423 | 1,930 | 0.07% | 0.07% | 174 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Equitable Holdings, Inc. | History | Added to | 55,510 | 1,898 | 0.01% | 0.01% | 175 | +421 | 0.76% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 55,146 | 1,887 | 0.0% | 0.01% | 176 | -1,871 | -3.28% | Q4 2025 | Feb 05, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 55,093 | 1,884 | 0.34% | 0.33% | 177 | +79 | 0.14% | Q4 2025 | Feb 17, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 53,429 | 1,827 | 0.08% | 0.04% | 178 | +21,024 | 64.88% | Q4 2025 | Feb 05, 2026 |
| McMill Wealth Management | History | Added to | 52,730 | 1,803 | 0.51% | 0.47% | 179 | +2,721 | 5.44% | Q4 2025 | Feb 23, 2026 |
| Berger Financial Group, Inc | History | Added to | 51,676 | 1,767 | 0.1% | 0.06% | 180 | +20,739 | 67.04% | Q4 2025 | Jan 27, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 50,605 | 1,731 | 0.79% | 0.6% | 181 | -1,220 | -2.35% | Q4 2025 | Jan 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 50,222 | 1,718 | 0.0% | 0.0% | 182 | +26,174 | 108.84% | Q4 2025 | Feb 17, 2026 |
| Zhang Financial LLC | History | Reduced | 48,231 | 1,649 | 0.06% | 0.07% | 183 | -7,871 | -14.03% | Q4 2025 | Feb 10, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 47,943 | 1,640 | 0.82% | 0.85% | 184 | +188 | 0.39% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 47,874 | 1,637 | 0.01% | 0.01% | 185 | -492 | -1.02% | Q4 2025 | Feb 13, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 46,484 | 1,590 | 1.04% | 1.04% | 186 | +2,018 | 4.54% | Q4 2025 | Feb 10, 2026 |
| Cannon Financial Strategists, Inc. | History | Reduced | 44,741 | 1,530 | 0.21% | 0.22% | 187 | -1,677 | -3.61% | Q4 2025 | Feb 04, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 44,200 | 1,512 | 0.23% | 0.25% | 188 | -3,287 | -6.92% | Q4 2025 | Jan 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 43,497 | 1,488 | 0.0% | 0.0% | 189 | +2,705 | 6.63% | Q4 2025 | Feb 17, 2026 |
| Eldridge Investment Advisors, Inc. | History | New | 43,025 | 1,471 | 0.32% | — | 190 | +43,025 | New | Q4 2025 | Feb 11, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 40,698 | 1,392 | 0.3% | 0.29% | 191 | +2,048 | 5.3% | Q4 2025 | Jan 20, 2026 |
| PCA Investment Advisory Services Inc. | History | Reduced | 39,993 | 1,368 | 0.48% | 0.66% | 192 | -14,656 | -26.82% | Q4 2025 | Feb 10, 2026 |
| Savvy Advisors, Inc. | History | New | 38,682 | 1,323 | 0.04% | — | 193 | +38,682 | New | Q4 2025 | Jan 20, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 38,650 | 1,322 | 0.11% | 0.1% | 194 | +2,131 | 5.84% | Q4 2025 | Jan 23, 2026 |
| LJI Wealth Management, LLC | History | Added to | 38,067 | 1,302 | 0.2% | 0.05% | 195 | +30,208 | 384.37% | Q4 2025 | Feb 03, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 36,642 | 1,253 | 0.12% | — | 196 | +36,642 | New | Q4 2025 | Feb 11, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | New | 35,578 | 1,217 | 1.2% | — | 197 | +35,578 | New | Q4 2025 | Jan 26, 2026 |
| Vistica Wealth Advisors, LLC | History | New | 33,981 | 1,162 | 1.16% | — | 198 | +33,981 | New | Q4 2025 | Feb 13, 2026 |
| Disciplined Equity Management, Inc. | History | No change | 33,950 | 1,161 | 0.6% | 0.61% | 199 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Emprise Bank | History | Reduced | 33,795 | 1,156 | 0.48% | 0.48% | 200 | -150 | -0.44% | Q4 2025 | Jan 28, 2026 |
| COWA, LLC | History | Added to | 33,657 | 1,151 | 0.35% | 0.33% | 201 | +3,354 | 11.07% | Q4 2025 | Feb 12, 2026 |
| EASTERN BANK | History | Reduced | 32,122 | 1,098 | 0.02% | 0.04% | 202 | -35,497 | -52.5% | Q4 2025 | Jan 14, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 30,630 | 1,092 | 0.07% | 0.07% | 203 | +1,196 | 4.06% | Q4 2025 | Jan 23, 2026 |
| Formidable Asset Management, LLC | History | Added to | 32,608 | 1,072 | 0.16% | 0.13% | 204 | +5,927 | 22.21% | Q4 2025 | Jan 16, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 30,829 | 1,054 | 0.0% | 0.0% | 205 | -6,059 | -16.43% | Q4 2025 | Feb 12, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 29,624 | 1,013 | 0.36% | 0.32% | 206 | +1,728 | 6.19% | Q4 2025 | Jan 30, 2026 |
| Ponta Wealth Partners, LLC | History | New | 28,898 | 988 | 0.92% | — | 207 | +28,898 | New | Q4 2025 | Feb 03, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 28,858 | 987 | 0.08% | 0.08% | 208 | -4,420 | -13.28% | Q4 2025 | Feb 17, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 28,866 | 987 | 0.29% | 0.3% | 209 | +2,165 | 8.11% | Q4 2025 | Jan 15, 2026 |
| Aegis Wealth Management LLC | History | Added to | 28,508 | 975 | 0.55% | 0.49% | 210 | +722 | 2.6% | Q4 2025 | Jan 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 27,258 | 932 | 0.02% | 0.02% | 211 | -1,797 | -6.18% | Q4 2025 | Feb 06, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 27,119 | 927 | 0.28% | 0.28% | 212 | +303 | 1.13% | Q4 2025 | Jan 27, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 26,904 | 920 | 0.84% | 0.68% | 214 | +5,620 | 26.4% | Q4 2025 | Jan 15, 2026 |
| Oceanside Advisors LLC | History | Added to | 26,916 | 920 | 0.56% | 0.52% | 213 | +1,384 | 5.42% | Q4 2025 | Jan 26, 2026 |
| CHOREO, LLC | History | Added to | 26,411 | 910 | 0.01% | 0.01% | 215 | +101 | 0.38% | Q4 2025 | Jan 23, 2026 |
| Financially in Tune, LLC | History | New | 26,299 | 899 | 0.84% | — | 216 | +26,299 | New | Q4 2025 | Feb 27, 2026 |
| Spire Wealth Management | History | Added to | 25,143 | 860 | 0.03% | 0.02% | 217 | +4,682 | 22.88% | Q4 2025 | Jan 14, 2026 |
| Momentous Wealth Management, Inc. | History | Reduced | 25,119 | 859 | 0.49% | 4.2% | 218 | -176,269 | -87.53% | Q4 2025 | Feb 17, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 24,066 | 823 | 0.04% | 0.04% | 219 | +251 | 1.05% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 22,926 | 784 | 0.0% | — | 220 | +22,926 | New | Q4 2025 | Feb 17, 2026 |
| Approach Retirement Advisors, LLC | History | New | 22,645 | 774 | 0.67% | — | 221 | +22,645 | New | Q4 2025 | Jan 29, 2026 |
| Fortitude Family Office, LLC | History | No change | 22,512 | 770 | 0.18% | 0.2% | 222 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| Seneschal Advisors, LLC | History | Reduced | 22,377 | 765 | 0.56% | 0.55% | 223 | -456 | -2.0% | Q4 2025 | Feb 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 20,678 | 707 | 0.01% | 0.01% | 224 | +157 | 0.77% | Q4 2025 | Jan 16, 2026 |
| CURIO WEALTH, LLC | History | Added to | 20,378 | 705 | 0.25% | 0.27% | 225 | +204 | 1.01% | Q4 2025 | Feb 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 20,228 | 692 | 0.01% | — | 226 | +20,228 | New | Q4 2025 | Feb 05, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 20,027 | 685 | 0.05% | 0.05% | 227 | +53 | 0.27% | Q4 2025 | Feb 03, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 20,000 | 684 | 0.0% | 0.0% | 228 | -774 | -3.73% | Q4 2025 | Feb 17, 2026 |
| Cogent Private Wealth, Inc. | History | New | 19,041 | 651 | 0.5% | — | 229 | +19,041 | New | Q4 2025 | Feb 10, 2026 |
| 55 North Private Wealth, LLC | History | New | 18,662 | 638 | 0.17% | — | 230 | +18,662 | New | Q4 2025 | Jan 27, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 18,500 | 632 | 0.27% | 0.29% | 231 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| McGrath & Associates, Inc. | History | Added to | 18,381 | 628 | 0.89% | 0.87% | 232 | +544 | 3.05% | Q4 2025 | Feb 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 18,310 | 626 | 0.01% | — | 233 | +18,310 | New | Q4 2025 | Feb 19, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 17,572 | 601 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 17,438 | 596 | 0.22% | 0.22% | 235 | +1,067 | 6.52% | Q4 2025 | Feb 09, 2026 |
| Pacific Asset Management, LLC | History | Added to | 17,247 | 590 | 0.35% | 0.16% | 236 | +9,928 | 135.65% | Q4 2025 | Jan 28, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 16,788 | 574 | 0.04% | 0.04% | 237 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TAGStone Capital, Inc. | History | Added to | 16,360 | 559 | 0.21% | 0.18% | 238 | +2,785 | 20.52% | Q4 2025 | Feb 10, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 16,182 | 553 | 0.01% | — | 239 | +16,182 | New | Q4 2025 | Feb 17, 2026 |
| Opus Financial Solutions LLC | History | New | 15,782 | 539 | 0.51% | — | 240 | +15,782 | New | Q4 2025 | Feb 17, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 15,751 | 538 | 0.47% | — | 242 | +15,751 | New | Q4 2025 | Mar 11, 2026 |
| Oder Investment Management, LLC | History | Added to | 15,743 | 538 | 0.39% | 0.32% | 241 | +2,238 | 16.57% | Q4 2025 | Feb 12, 2026 |
| MORGAN STANLEY | History | Added to | 15,211 | 520 | 0.0% | 0.0% | 243 | +6,579 | 76.22% | Q4 2025 | Feb 13, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 14,961 | 511 | 0.07% | — | 245 | +14,961 | New | Q4 2025 | Feb 04, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 14,489 | 511 | 0.08% | 0.12% | 244 | -8,772 | -37.71% | Q4 2025 | Jan 26, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 14,926 | 510 | 0.19% | 0.19% | 246 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 14,605 | 499 | 0.04% | 0.04% | 247 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Reduced | 14,528 | 497 | 0.29% | 0.32% | 248 | -114 | -0.78% | Q4 2025 | Feb 02, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 14,497 | 495 | 0.28% | 0.33% | 249 | +57 | 0.39% | Q4 2025 | Jan 28, 2026 |
| Asset Dedication, LLC | History | Added to | 14,443 | 494 | 0.03% | 0.03% | 250 | +51 | 0.35% | Q4 2025 | Jan 26, 2026 |
| Sensible Money, LLC | History | Added to | 14,443 | 494 | 0.16% | 0.16% | 251 | +51 | 0.35% | Q4 2025 | Feb 09, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 14,345 | 490 | 0.28% | 0.3% | 252 | -1,000 | -6.52% | Q4 2025 | Jan 16, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 14,260 | 487 | 0.05% | 0.07% | 253 | -1,391 | -8.89% | Q4 2025 | Jan 22, 2026 |
| RCS Financial Planning, LLC | History | No change | 13,912 | 475 | 0.2% | 0.2% | 254 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| WorthPointe, LLC | History | New | 13,852 | 473 | 0.12% | — | 255 | +13,852 | New | Q4 2025 | Jan 26, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 13,770 | 471 | 0.22% | 0.21% | 256 | +259 | 1.92% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 13,491 | 461 | 0.0% | 0.0% | 257 | +4,022 | 42.48% | Q4 2025 | Feb 17, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 2,161 | 455 | 0.27% | 0.27% | 258 | -6,748 | -75.74% | Q4 2025 | Jan 13, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 13,299 | 454 | 0.03% | 0.03% | 259 | -3,581 | -21.21% | Q4 2025 | Feb 17, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 12,766 | 437 | 0.15% | 0.16% | 260 | +50 | 0.39% | Q4 2025 | Jan 21, 2026 |
| SYM FINANCIAL Corp | History | No change | 12,497 | 427 | 0.04% | 0.04% | 261 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Reduced | 12,455 | 426 | 0.02% | 0.02% | 262 | -243 | -1.91% | Q4 2025 | Feb 10, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 11,434 | 422 | 0.06% | 0.06% | 263 | +11 | 0.1% | Q4 2025 | Feb 11, 2026 |
| Tortoise Investment Management, LLC | History | No change | 11,807 | 403 | 0.04% | 0.03% | 264 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cloud Capital Management, LLC | History | Added to | 11,751 | 402 | 0.19% | 0.2% | 265 | +33 | 0.28% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 11,446 | 391 | 0.01% | 0.0% | 266 | +10,685 | 1404.07% | Q4 2025 | Feb 09, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 11,313 | 387 | 0.05% | 0.04% | 267 | +155 | 1.39% | Q4 2025 | Feb 13, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 11,115 | 380 | 0.06% | 0.06% | 268 | +1,202 | 12.13% | Q4 2025 | Jan 12, 2026 |
| Wealth Management Nebraska | History | Added to | 11,132 | 380 | 0.04% | 0.04% | 269 | +29 | 0.26% | Q4 2025 | Jan 28, 2026 |
| Twin Cities Retirement Group LLC | History | New | 10,998 | 376 | 0.36% | — | 270 | +10,998 | New | Q4 2025 | Feb 09, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 10,936 | 374 | 0.08% | 0.06% | 271 | +2,469 | 29.16% | Q4 2025 | Jan 09, 2026 |
| Investment Advisory Group, LLC | History | New | 10,830 | 370 | 0.1% | — | 272 | +10,830 | New | Q4 2025 | Jan 23, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 10,789 | 369 | 0.0% | — | 273 | +10,789 | New | Q4 2025 | Feb 12, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 10,586 | 362 | 0.12% | 0.14% | 274 | +414 | 4.07% | Q4 2025 | Feb 13, 2026 |
| Clark Asset Management, LLC | History | New | 10,450 | 357 | 0.04% | — | 275 | +10,450 | New | Q4 2025 | Jan 27, 2026 |
| RB Capital Management, LLC | History | Reduced | 10,282 | 351 | 0.07% | 0.07% | 276 | -598 | -5.5% | Q4 2025 | Feb 03, 2026 |
| Summit Financial, LLC | History | Added to | 9,429 | 322 | 0.0% | 0.0% | 277 | +1,443 | 18.07% | Q4 2025 | Feb 13, 2026 |
| GeoWealth Management, LLC | History | No change | 9,301 | 318 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | Reduced | 9,261 | 316 | 0.0% | 0.0% | 279 | -12,374 | -57.19% | Q4 2025 | Feb 12, 2026 |
| FIRST AMERICAN TRUST, FSB | History | New | 9,209 | 315 | 0.02% | — | 280 | +9,209 | New | Q4 2025 | Feb 11, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 9,188 | 314 | 0.28% | — | 281 | +9,188 | New | Q4 2025 | Feb 05, 2026 |
| RAM Investment Partners, LLC | History | Added to | 9,149 | 312 | 0.06% | 0.05% | 282 | +366 | 4.17% | Q4 2025 | Feb 12, 2026 |
| Donalies Financial Planning, LLC | History | New | 9,112 | 311 | 0.26% | — | 284 | +9,112 | New | Q4 2025 | Feb 17, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 9,094 | 311 | 0.01% | 0.01% | 283 | -1,140 | -11.14% | Q4 2025 | Feb 05, 2026 |
| Operose Advisors LLC | History | New | 9,058 | 309 | 0.07% | — | 286 | +9,058 | New | Q4 2025 | Feb 10, 2026 |
| Triangle Securities Wealth Management | History | New | 9,050 | 309 | 0.07% | — | 285 | +9,050 | New | Q4 2025 | Jan 13, 2026 |
| Prosperity Advisers, LLC | History | New | 8,984 | 307 | 0.25% | — | 287 | +8,984 | New | Q4 2025 | Jan 23, 2026 |
| Aurelius Family Office LLC | History | Reduced | 8,727 | 306 | 0.13% | 0.13% | 288 | -179 | -2.01% | Q4 2025 | Jan 09, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 8,512 | 291 | 0.03% | 0.03% | 289 | +53 | 0.63% | Q4 2025 | Jan 29, 2026 |
| ABLE Financial Group, LLC | History | Added to | 7,905 | 270 | 0.05% | 0.06% | 290 | +176 | 2.28% | Q4 2025 | Jan 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 7,832 | 267 | 0.0% | 0.0% | 291 | +364 | 4.87% | Q4 2025 | Jan 20, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 7,767 | 265 | 0.0% | 0.0% | 292 | -16,994 | -68.63% | Q4 2025 | Feb 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 7,697 | 263 | 0.02% | 0.03% | 293 | -5,045 | -39.59% | Q4 2025 | Feb 09, 2026 |
| McIlrath & Eck, LLC | History | Added to | 7,661 | 262 | 0.02% | 0.03% | 294 | +225 | 3.03% | Q4 2025 | Feb 03, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 7,527 | 257 | 0.12% | 0.11% | 295 | +380 | 5.32% | Q4 2025 | Jan 21, 2026 |
| BlackRock, Inc. | History | New | 7,330 | 250 | 0.0% | — | 296 | +7,330 | New | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,287 | 249 | 0.0% | 0.0% | 297 | +1,161 | 18.95% | Q4 2025 | Feb 18, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | New | 7,030 | 240 | 0.05% | — | 299 | +7,030 | New | Q4 2025 | Feb 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 7,042 | 240 | 0.01% | 0.01% | 298 | -3,874 | -35.49% | Q4 2025 | Jan 09, 2026 |
| Family CFO Inc | History | No change | 6,904 | 236 | 0.11% | 0.1% | 300 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Fortis Capital Management LLC | History | New | 6,869 | 234 | 0.03% | — | 301 | +6,869 | New | Q4 2025 | Feb 13, 2026 |
| Tillman Hartley LLC | History | New | 6,553 | 224 | 0.06% | — | 302 | +6,553 | New | Q4 2025 | Feb 13, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | New | 6,544 | 223 | 0.1% | — | 303 | +6,544 | New | Q4 2025 | Jan 15, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | New | 6,408 | 219 | 0.03% | — | 304 | +6,408 | New | Q4 2025 | Feb 03, 2026 |
| Smartleaf Asset Management LLC | History | New | 6,210 | 214 | 0.01% | — | 306 | +6,210 | New | Q4 2025 | Feb 13, 2026 |
| Pioneer Wealth Management Group | History | No change | 6,276 | 214 | 0.06% | 0.07% | 305 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 6,210 | 212 | 0.07% | 0.03% | 307 | -68 | -1.08% | Q4 2025 | Jan 27, 2026 |
| Fonville Wealth Management LLC | History | No change | 6,145 | 210 | 0.04% | 0.05% | 308 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 6,068 | 207 | 0.0% | — | 309 | +6,068 | New | Q4 2025 | Feb 13, 2026 |
| MATAURO, LLC | History | New | 5,903 | 201 | 0.03% | — | 310 | +5,903 | New | Q4 2025 | Jan 16, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 5,811 | 198 | 0.06% | 0.06% | 311 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 5,610 | 191 | 0.0% | 0.01% | 312 | -575 | -9.3% | Q4 2025 | Feb 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,927 | 168 | 0.0% | 0.0% | 313 | +4,520 | 1110.57% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | Added to | 4,003 | 136 | 0.0% | 0.0% | 314 | +2,026 | 102.48% | Q4 2025 | Feb 06, 2026 |
| AlphaCore Capital LLC | History | Added to | 3,902 | 133 | 0.0% | 0.0% | 315 | +4 | 0.1% | Q4 2025 | Feb 05, 2026 |
| S.A. Mason LLC | History | New | 3,749 | 128 | 0.05% | — | 316 | +3,749 | New | Q4 2025 | Jan 29, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 3,683 | 125 | 0.03% | 0.04% | 317 | +583 | 18.81% | Q4 2025 | Feb 09, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,163 | 108 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,907 | 99 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,402 | 82 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MAI Capital Management | History | No change | 2,326 | 79 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,192 | 74 | 0.0% | 0.0% | 322 | +2,012 | 1117.78% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,934 | 66 | 0.0% | 0.01% | 323 | -175 | -8.3% | Q4 2025 | Feb 13, 2026 |
| Ancora Advisors LLC | History | No change | 1,850 | 63 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | No change | 1,667 | 57 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Addison Advisors LLC | History | Reduced | 1,665 | 56 | 0.01% | 0.01% | 326 | -145 | -8.01% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 1,601 | 54 | 0.0% | — | 327 | +1,601 | New | Q4 2025 | Feb 11, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 1,212 | 41 | 0.01% | 0.01% | 328 | +5 | 0.41% | Q4 2025 | Jan 29, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 1,162 | 39 | 0.01% | 0.01% | 329 | +42 | 3.75% | Q4 2025 | Feb 10, 2026 |
| Topsail Wealth Management, LLC | History | No change | 958 | 32 | 0.0% | 0.01% | 330 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Providence Capital Advisors, LLC | History | No change | 849 | 29 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Private Wealth Asset Management, LLC | History | New | 834 | 28 | 0.0% | — | 332 | +834 | New | Q4 2025 | Feb 10, 2026 |
| MASECO LLP | History | No change | 785 | 26 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Clearstead Advisors, LLC | History | No change | 727 | 24 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 651 | 22 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 615 | 21 | 0.01% | 0.01% | 336 | +2 | 0.33% | Q4 2025 | Feb 11, 2026 |
| Nalls Sherbakoff Group, LLC | History | Added to | 535 | 18 | 0.01% | 0.01% | 337 | +2 | 0.38% | Q4 2025 | Mar 12, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 398 | 13 | 0.01% | 0.02% | 338 | -645 | -61.84% | Q4 2025 | Jan 20, 2026 |
| Concord Wealth Partners | History | Added to | 315 | 10 | 0.0% | 0.0% | 339 | +151 | 92.07% | Q4 2025 | Jan 29, 2026 |
| SHP Wealth Management | History | New | 230 | 7 | 0.0% | — | 340 | +230 | New | Q4 2025 | Mar 04, 2026 |
| UBS Group AG | History | New | 189 | 6 | 0.0% | — | 341 | +189 | New | Q4 2025 | Jan 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 175 | 5 | 0.0% | 0.0% | 343 | -505 | -74.26% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | New | 166 | 5 | 0.0% | — | 342 | +166 | New | Q4 2025 | Feb 02, 2026 |
| Cranbrook Wealth Management, LLC | History | New | 66 | 2 | 0.0% | — | 344 | +66 | New | Q4 2025 | Jan 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42,500 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -32,691 | -100.0% | Q3 2025 | Nov 06, 2025 |
| My Personal CFO, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -14,926 | -100.0% | Q3 2025 | Oct 21, 2025 |
| ENTREWEALTH, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -12,227 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -11,253 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -10,921 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Avior Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,415 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -8,537 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CAPITAL ADVISORS INC/OK | History | Closed out | 0 | 0 | — | 0.0% | — | -7,844 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Rehmann Capital Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -7,142 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,276 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -978 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -359 | -100.0% | Q3 2025 | Oct 21, 2025 |
| SIMPLEX TRADING, LLC | History | Reduced | 16 | 0 | — | 0.0% | — | -43 | -72.88% | Q4 2025 | Feb 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 12 | 0 | — | — | — | -16 | -57.14% | Q4 2025 | Jan 14, 2026 |
| Valued Wealth Advisors LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Jan 30, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |