Dimensional ETF Trust - DFSD
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 61 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cornerstone Wealth Partners, LLC | History | New | 362,878 | 17,400,054 | 12.08% | — | 1 | +362,878 | New | Q4 2025 | Feb 17, 2026 |
| Focus Partners Wealth | History | Added to | 5,445,744 | 261,123 | 0.3% | 0.36% | 2 | +759,852 | 16.22% | Q4 2025 | Feb 13, 2026 |
| Apella Capital, LLC | History | Added to | 4,509,681 | 216,239 | 4.27% | 4.32% | 3 | +506,782 | 12.66% | Q4 2025 | Jan 21, 2026 |
| Savant Capital, LLC | History | Reduced | 4,015,059 | 192,522 | 1.1% | 1.19% | 4 | -54,751 | -1.35% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 3,557,393 | 170,576 | 1.67% | 1.6% | 5 | +321,470 | 9.93% | Q4 2025 | Feb 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 3,204,807 | 153,670 | 10.58% | 10.1% | 6 | +248,048 | 8.39% | Q4 2025 | Feb 23, 2026 |
| Planning Center, Inc. | History | Added to | 2,693,940 | 129,174 | 13.19% | 12.26% | 7 | +270,402 | 11.16% | Q4 2025 | Feb 02, 2026 |
| Root Financial Partners, LLC | History | Added to | 2,484,523 | 119,132 | 6.09% | 5.52% | 8 | +626,808 | 33.74% | Q4 2025 | Feb 10, 2026 |
| Vise Technologies, Inc. | History | Added to | 2,274,567 | 109,065 | 2.14% | 1.07% | 9 | +1,675,494 | 279.68% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,263,961 | 108,556 | 0.03% | 0.03% | 10 | +215,671 | 10.53% | Q4 2025 | Feb 10, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 2,043,634 | 97,992 | 10.66% | 10.64% | 11 | +95,540 | 4.9% | Q4 2025 | Jan 16, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,887,749 | 90,517 | 0.1% | 0.1% | 12 | +103,925 | 5.83% | Q4 2025 | Feb 06, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 1,766,837 | 84,719 | 5.46% | 4.86% | 13 | +238,095 | 15.57% | Q4 2025 | Jan 26, 2026 |
| Great Waters Wealth Management | History | Added to | 1,559,797 | 74,792 | 8.23% | 8.04% | 14 | +148,092 | 10.49% | Q4 2025 | Jan 15, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 1,407,423 | 67,485 | 35.8% | — | 15 | +1,407,423 | New | Q4 2025 | Jan 30, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 1,236,613 | 59,295 | 4.94% | 4.8% | 16 | +107,430 | 9.51% | Q4 2025 | Feb 09, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 1,231,675 | 59,058 | 9.51% | 8.91% | 17 | +175,465 | 16.61% | Q4 2025 | Jan 28, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 1,220,654 | 58,530 | 9.1% | 9.05% | 18 | +38,632 | 3.27% | Q4 2025 | Jan 23, 2026 |
| ASSETMARK, INC | History | Reduced | 1,220,485 | 58,522 | 0.12% | 0.13% | 19 | -25,552 | -2.05% | Q4 2025 | Jan 23, 2026 |
| WPWealth LLP | History | Added to | 1,171,113 | 56,154 | 8.79% | 8.55% | 20 | +85,477 | 7.87% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 1,146,111 | 54,956 | 0.67% | 2.77% | 21 | -3,915,870 | -77.36% | Q4 2025 | Feb 11, 2026 |
| McIlrath & Eck, LLC | History | Added to | 1,131,781 | 54,268 | 5.04% | 4.56% | 22 | +214,986 | 23.45% | Q4 2025 | Feb 03, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,097,179 | 52,609 | 0.07% | 0.07% | 23 | +9,399 | 0.86% | Q4 2025 | Feb 12, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 1,042,845 | 50,004 | 13.1% | 13.1% | 24 | +71,749 | 7.39% | Q4 2025 | Feb 06, 2026 |
| Altiora Financial Group, LLC | History | Added to | 974,467 | 46,725 | 8.05% | 8.45% | 25 | +15,365 | 1.6% | Q4 2025 | Feb 12, 2026 |
| RAM Investment Partners, LLC | History | Added to | 952,008 | 45,648 | 8.25% | 8.17% | 26 | +48,724 | 5.39% | Q4 2025 | Feb 12, 2026 |
| CURIO WEALTH, LLC | History | Added to | 930,407 | 44,603 | 15.8% | 16.05% | 27 | +118,680 | 14.62% | Q4 2025 | Feb 11, 2026 |
| 55 North Private Wealth, LLC | History | New | 865,677 | 41,509 | 10.94% | — | 28 | +865,677 | New | Q4 2025 | Jan 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 853,016 | 40,902 | 0.29% | 0.09% | 29 | +632,810 | 287.37% | Q4 2025 | Feb 18, 2026 |
| Financial Plan, Inc. | History | New | 780,212 | 37,411 | 4.29% | — | 30 | +780,212 | New | Q4 2025 | Jan 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 775,052 | 37,164 | 0.31% | 0.28% | 31 | +37,780 | 5.12% | Q4 2025 | Jan 05, 2026 |
| Wealthquest Corp | History | Added to | 731,031 | 35,052 | 2.65% | 2.52% | 32 | +76,030 | 11.61% | Q4 2025 | Feb 09, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 681,517 | 32,678 | 16.52% | 16.18% | 33 | +68,016 | 11.09% | Q4 2025 | Jan 21, 2026 |
| MASECO LLP | History | Added to | 649,216 | 31,133 | 1.36% | 1.45% | 34 | +26,884 | 4.32% | Q4 2025 | Jan 22, 2026 |
| Mattern Wealth Management LLC | History | Added to | 595,313 | 28,545 | 5.49% | 5.41% | 35 | +33,150 | 5.9% | Q4 2025 | Jan 16, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 579,543 | 27,806 | 6.97% | 5.99% | 36 | +107,014 | 22.65% | Q4 2025 | Jan 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 575,861 | 27,612 | 0.0% | 0.0% | 37 | +91,295 | 18.84% | Q4 2025 | Feb 17, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Added to | 549,152 | 26,331 | 12.48% | 12.2% | 38 | +26,089 | 4.99% | Q4 2025 | Feb 10, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 546,435 | 26,201 | 11.52% | 11.77% | 39 | +20,149 | 3.83% | Q4 2025 | Jan 30, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 544,186 | 26,093 | 4.07% | 3.38% | 40 | +162,357 | 42.52% | Q4 2025 | Feb 03, 2026 |
| Grunden Financial Advisory, Inc. | History | Added to | 514,517 | 24,671 | 9.64% | 10.05% | 41 | +1,741 | 0.34% | Q4 2025 | Jan 27, 2026 |
| Sterling Wealth Advisors Inc | History | Reduced | 497,906 | 23,874 | 14.41% | 16.01% | 42 | -19,877 | -3.84% | Q4 2025 | Jan 26, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 479,430 | 22,988 | 3.62% | 3.21% | 43 | +74,687 | 18.45% | Q4 2025 | Jan 14, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 474,294 | 22,780 | 2.15% | 2.2% | 44 | +24,875 | 5.53% | Q4 2025 | Jan 22, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 462,898 | 22,195 | 4.67% | 4.79% | 45 | +31,073 | 7.2% | Q4 2025 | Feb 03, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 461,742 | 22,172 | 8.43% | 6.75% | 46 | +136,492 | 41.97% | Q4 2025 | Jan 29, 2026 |
| Wolfstich Capital, LLC | History | New | 458,208 | 21,971 | 20.25% | — | 47 | +458,208 | New | Q4 2025 | Jan 14, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 454,428 | 21,789 | 5.71% | 5.61% | 48 | +30,102 | 7.09% | Q4 2025 | Feb 06, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 441,690 | 21,179 | 2.68% | 2.68% | 49 | +34,544 | 8.48% | Q4 2025 | Jan 21, 2026 |
| Vestment Financial LLC | History | Added to | 436,774 | 20,956 | 10.87% | 10.78% | 50 | +45,438 | 11.61% | Q4 2025 | Jan 23, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 425,472 | 20,401 | 3.16% | 2.49% | 51 | +108,378 | 34.18% | Q4 2025 | Jan 21, 2026 |
| Guardian Wealth Management, LLC | History | New | 406,426 | 19,488 | 6.18% | — | 52 | +406,426 | New | Q4 2025 | Jan 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 397,427 | 19,056 | 0.7% | 0.98% | 53 | -36,555 | -8.42% | Q4 2025 | Feb 09, 2026 |
| SageOak Financial, LLC | History | Added to | 397,214 | 19,046 | 13.78% | 13.58% | 54 | +14,135 | 3.69% | Q4 2025 | Feb 13, 2026 |
| Verisail Partners, LLC | History | Added to | 392,864 | 18,837 | 7.74% | 7.68% | 55 | +17,271 | 4.6% | Q4 2025 | Jan 29, 2026 |
| Tillman Hartley LLC | History | Added to | 368,178 | 17,654 | 4.43% | 3.89% | 56 | +56,405 | 18.09% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 367,963 | 17,644 | 0.0% | — | 57 | +367,963 | New | Q4 2025 | Feb 17, 2026 |
| Onyx Financial Advisors, LLC | History | Added to | 367,429 | 17,618 | 7.47% | 7.41% | 58 | +19,733 | 5.68% | Q4 2025 | Jan 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 364,026 | 17,456 | 0.03% | 0.02% | 59 | +21,361 | 6.23% | Q4 2025 | Feb 17, 2026 |
| Nova R Wealth, Inc. | History | Added to | 363,495 | 17,429 | 6.35% | 6.24% | 60 | +57,916 | 18.95% | Q4 2025 | Jan 14, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 360,136 | 17,268 | 6.61% | 6.54% | 61 | +24,875 | 7.42% | Q4 2025 | Jan 30, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 359,697 | 17,247 | 1.27% | 0.88% | 62 | +148,812 | 70.57% | Q4 2025 | Feb 02, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 359,627 | 17,244 | 0.23% | 0.29% | 63 | +46,283 | 14.77% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Added to | 355,761 | 17,058 | 0.0% | 0.0% | 64 | +21,312 | 6.37% | Q4 2025 | Feb 11, 2026 |
| Three Arch Wealth Management LLC | History | New | 354,946 | 17,019 | 3.19% | — | 65 | +354,946 | New | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 345,737 | 16,578 | 0.18% | 0.19% | 66 | +90,535 | 35.48% | Q4 2025 | Jan 23, 2026 |
| AWM CAPITAL, LLC | History | Added to | 343,149 | 16,454 | 1.49% | 1.36% | 67 | +32,146 | 10.34% | Q4 2025 | Feb 17, 2026 |
| BCO Wealth Management LLC | History | Added to | 342,947 | 16,444 | 10.08% | 9.4% | 68 | +47,301 | 16.0% | Q4 2025 | Jan 14, 2026 |
| Pacific Asset Management, LLC | History | Added to | 340,510 | 16,327 | 9.8% | 9.39% | 69 | +53,706 | 18.73% | Q4 2025 | Jan 28, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 337,677 | 16,191 | 4.62% | 3.86% | 70 | +73,220 | 27.69% | Q4 2025 | Feb 17, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 322,913 | 15,483 | 2.73% | 2.62% | 71 | +23,709 | 7.92% | Q4 2025 | Jan 15, 2026 |
| One Degree Advisors Inc | History | Added to | 320,940 | 15,389 | 4.23% | 4.59% | 72 | +10,440 | 3.36% | Q4 2025 | Feb 06, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 319,594 | 15,324 | 4.7% | 4.11% | 73 | +53,453 | 20.08% | Q4 2025 | Jan 20, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 312,465 | 14,982 | 3.24% | 3.36% | 74 | +33,233 | 11.9% | Q4 2025 | Feb 09, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 305,609 | 14,653 | 2.68% | 2.46% | 75 | +35,616 | 13.19% | Q4 2025 | Feb 09, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 297,363 | 14,258 | 5.46% | 5.41% | 76 | +19,037 | 6.84% | Q4 2025 | Jan 30, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | New | 294,976 | 14,144 | 1.83% | — | 77 | +294,976 | New | Q4 2025 | Feb 04, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 294,809 | 14,136 | 4.42% | 4.65% | 78 | +3,217 | 1.1% | Q4 2025 | Jan 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 283,886 | 13,612 | 0.81% | 0.9% | 79 | -39,347 | -12.17% | Q4 2025 | Jan 20, 2026 |
| CPA Asset Management Group, LLC | History | Added to | 283,084 | 13,573 | 4.76% | 3.38% | 80 | +101,300 | 55.73% | Q4 2025 | Jan 13, 2026 |
| Oceanside Advisors LLC | History | Added to | 277,971 | 13,328 | 8.08% | 8.32% | 81 | +1,720 | 0.62% | Q4 2025 | Jan 26, 2026 |
| Waverly Advisors, LLC | History | Reduced | 277,604 | 13,311 | 0.11% | 0.13% | 82 | -2,359 | -0.84% | Q4 2025 | Feb 17, 2026 |
| DRAVO BAY LLC | History | Added to | 274,861 | 13,179 | 5.48% | 5.22% | 83 | +29,713 | 12.12% | Q4 2025 | Jan 27, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 274,325 | 13,153 | 0.62% | 0.91% | 84 | -76,807 | -21.87% | Q4 2025 | Jan 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 267,775 | 12,839 | 0.15% | 0.1% | 85 | +24,251 | 9.96% | Q4 2025 | Feb 13, 2026 |
| Stratos Investment Management, LLC | History | Added to | 267,194 | 12,811 | 0.51% | 0.51% | 86 | +9,897 | 3.85% | Q4 2025 | Jan 20, 2026 |
| Johnson Wealth Management, LLC | History | New | 260,538 | 12,492 | 6.22% | — | 87 | +260,538 | New | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 259,648 | 12,450 | 0.05% | — | 88 | +259,648 | New | Q4 2025 | Feb 05, 2026 |
| Cornerstone Management, Inc. | History | Added to | 251,694 | 12,068 | 1.97% | 1.68% | 89 | +41,222 | 19.59% | Q4 2025 | Feb 06, 2026 |
| Torren Management, LLC | History | New | 250,470 | 12,010 | 6.13% | — | 90 | +250,470 | New | Q4 2025 | Jan 30, 2026 |
| Shira Ridge Wealth Management | History | Added to | 244,674 | 11,732 | 4.71% | 3.63% | 91 | +66,924 | 37.65% | Q4 2025 | Jan 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 240,387 | 11,526 | 0.02% | 0.01% | 92 | +103,612 | 75.75% | Q4 2025 | Feb 02, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 238,468 | 11,434 | 3.36% | 1.6% | 93 | +141,406 | 145.69% | Q4 2025 | Jan 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 234,841 | 11,260 | 1.62% | 1.64% | 94 | +21,374 | 10.01% | Q4 2025 | Feb 09, 2026 |
| Concord Wealth Partners | History | Added to | 232,998 | 11,172 | 1.45% | 1.42% | 95 | +19,720 | 9.25% | Q4 2025 | Jan 29, 2026 |
| Passive Capital Management, LLC. | History | Added to | 232,508 | 11,148 | 3.49% | 3.22% | 96 | +27,716 | 13.53% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 231,998 | 11,124 | 0.0% | 0.0% | 97 | +170,193 | 275.37% | Q4 2025 | Feb 18, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 230,945 | 11,073 | 4.16% | 3.85% | 98 | +34,828 | 17.76% | Q4 2025 | Feb 09, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 224,458 | 10,762 | 2.77% | 2.87% | 99 | +2,006 | 0.9% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 224,280 | 10,754 | 0.06% | 0.06% | 100 | +10,820 | 5.07% | Q4 2025 | Feb 12, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 222,955 | 10,690 | 1.98% | 2.68% | 101 | +12,376 | 5.88% | Q4 2025 | Jan 26, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 221,243 | 10,608 | 2.87% | 0.38% | 102 | +172,530 | 354.18% | Q4 2025 | Jan 27, 2026 |
| Betterment LLC | History | Added to | 218,483 | 10,476 | 0.02% | 0.02% | 103 | +4,289 | 2.0% | Q4 2025 | Feb 12, 2026 |
| Disciplined Investments, LLC | History | Added to | 214,919 | 10,305 | 3.96% | 3.73% | 104 | +20,465 | 10.52% | Q4 2025 | Feb 05, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 208,927 | 10,018 | 2.62% | 2.64% | 105 | +6,539 | 3.23% | Q4 2025 | Feb 02, 2026 |
| Essential Planning, LLC. | History | Added to | 205,188 | 9,838 | 3.14% | 2.38% | 106 | +61,762 | 43.06% | Q4 2025 | Jan 15, 2026 |
| Friday Financial | History | Added to | 199,978 | 9,588 | 3.38% | 3.29% | 107 | +36,746 | 22.51% | Q4 2025 | Jan 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 199,544 | 9,584 | 0.01% | 0.01% | 108 | +11,851 | 6.31% | Q4 2025 | Jan 08, 2026 |
| von Borstel & Associates, Inc. | History | Added to | 197,672 | 9,478 | 2.22% | 1.38% | 109 | +11,325 | 6.08% | Q4 2025 | Feb 12, 2026 |
| City State Bank | History | Added to | 195,689 | 9,383 | 2.57% | 2.38% | 110 | +24,397 | 14.24% | Q4 2025 | Jan 28, 2026 |
| Yardley Wealth Management LLC | History | Added to | 194,692 | 9,335 | 4.96% | 4.77% | 111 | +17,560 | 9.91% | Q4 2025 | Feb 05, 2026 |
| Foundry Financial LLC | History | New | 187,731 | 9,001 | 4.73% | — | 112 | +187,731 | New | Q4 2025 | Feb 17, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 187,414 | 8,986 | 4.03% | 3.98% | 113 | +15,275 | 8.87% | Q4 2025 | Jan 28, 2026 |
| Peirce Capital Management, LLC | History | Added to | 187,385 | 8,985 | 3.58% | 3.56% | 114 | +9,410 | 5.29% | Q4 2025 | Feb 06, 2026 |
| HBE Wealth Management, LLC | History | New | 184,116 | 8,828 | 8.31% | — | 115 | +184,116 | New | Q4 2025 | Jan 20, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 181,953 | 8,724 | 3.14% | 3.09% | 116 | +10,817 | 6.32% | Q4 2025 | Jan 14, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 176,146 | 8,446 | 1.29% | 1.21% | 117 | +19,094 | 12.16% | Q4 2025 | Jan 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 172,957 | 8,293 | 0.31% | 0.37% | 118 | -21,414 | -11.02% | Q4 2025 | Feb 06, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 170,865 | 8,192 | 1.22% | 1.76% | 119 | +6,508 | 3.96% | Q4 2025 | Feb 03, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 169,669 | 8,135 | 0.26% | 0.36% | 120 | -84,288 | -33.19% | Q4 2025 | Jan 09, 2026 |
| WorthPointe, LLC | History | Added to | 168,367 | 8,073 | 2.12% | 0.93% | 121 | +116,777 | 226.36% | Q4 2025 | Jan 26, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 167,331 | 8,040 | 0.2% | 0.21% | 122 | +5,182 | 3.2% | Q4 2025 | Jan 28, 2026 |
| Cetera Investment Advisers | History | Added to | 167,314 | 8,022 | 0.01% | 0.0% | 123 | +90,670 | 118.3% | Q4 2025 | Feb 17, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 164,178 | 7,882 | 2.46% | 0.85% | 124 | +109,762 | 201.71% | Q4 2025 | Jan 16, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 161,589 | 7,748 | 1.41% | 0.12% | 125 | +4,121 | 2.62% | Q4 2025 | Mar 04, 2026 |
| RCS Financial Planning, LLC | History | Added to | 159,098 | 7,628 | 3.29% | 3.33% | 126 | +3,101 | 1.99% | Q4 2025 | Jan 15, 2026 |
| Belleair Asset Management, LLC | History | New | 154,026 | 7,385 | 7.03% | — | 127 | +154,026 | New | Q4 2025 | Jan 30, 2026 |
| Vantage Point Financial LLC | History | Added to | 152,824 | 7,327 | 2.62% | 2.6% | 128 | +13,516 | 9.7% | Q4 2025 | Feb 02, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 150,686 | 7,225 | 0.53% | 0.51% | 129 | +9,252 | 6.54% | Q4 2025 | Feb 10, 2026 |
| Triumph Capital Management | History | New | 150,385 | 7,210 | 1.56% | — | 130 | +150,385 | New | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 149,302 | 7,159 | 0.02% | 0.01% | 131 | +51,205 | 52.2% | Q4 2025 | Feb 05, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 149,274 | 7,157 | 2.82% | 2.33% | 132 | +35,296 | 30.97% | Q4 2025 | Jan 22, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | New | 147,116 | 7,054 | 6.61% | — | 133 | +147,116 | New | Q4 2025 | Feb 19, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 145,974 | 6,999 | 4.38% | 4.42% | 134 | +6,555 | 4.7% | Q4 2025 | Feb 24, 2026 |
| BURNEY CO/ | History | Reduced | 145,494 | 6,976 | 0.22% | 0.22% | 135 | -395 | -0.27% | Q4 2025 | Jan 23, 2026 |
| Kestra Investment Management, LLC | History | Added to | 140,865 | 6,754 | 0.17% | 0.13% | 136 | +38,832 | 38.06% | Q4 2025 | Feb 09, 2026 |
| Parker Financial LLC | History | Added to | 138,629 | 6,646 | 2.7% | 2.69% | 137 | +2,283 | 1.67% | Q4 2025 | Feb 03, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 138,447 | 6,638 | 3.81% | 3.32% | 138 | +25,059 | 22.1% | Q4 2025 | Feb 10, 2026 |
| HEFFERNAN ADVISORY, INC | History | New | 137,156 | 6,576 | 6.3% | — | 139 | +137,156 | New | Q4 2025 | Feb 03, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 136,377 | 6,547 | 3.56% | 3.75% | 140 | -203 | -0.15% | Q4 2025 | Feb 18, 2026 |
| Approach Retirement Advisors, LLC | History | New | 136,439 | 6,542 | 5.64% | — | 141 | +136,439 | New | Q4 2025 | Jan 29, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 136,041 | 6,523 | 5.75% | — | 142 | +136,041 | New | Q4 2025 | Feb 05, 2026 |
| White Wing Wealth Management | History | Added to | 135,958 | 6,519 | 3.89% | 3.39% | 143 | +22,824 | 20.17% | Q4 2025 | Jan 15, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 135,132 | 6,479 | 1.96% | 1.92% | 144 | +12,984 | 10.63% | Q4 2025 | Jan 22, 2026 |
| Burk Holdings LLC | History | Added to | 134,392 | 6,444 | 3.07% | 3.04% | 145 | +16,247 | 13.75% | Q4 2025 | Feb 12, 2026 |
| New Dimensions Wealth Management, LLC | History | Added to | 131,199 | 6,291 | 5.38% | 5.32% | 146 | +5,214 | 4.14% | Q4 2025 | Feb 03, 2026 |
| Meredith Wealth Planning | History | Added to | 128,611 | 6,166 | 1.84% | 1.51% | 147 | +29,958 | 30.37% | Q4 2025 | Jan 16, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 125,538 | 6,029 | 0.89% | 0.97% | 148 | +61,934 | 97.37% | Q4 2025 | Jan 07, 2026 |
| Babb Wealth Advisors LLC | History | Added to | 124,876 | 5,987 | 3.38% | 2.94% | 149 | +31,047 | 33.09% | Q4 2025 | Feb 11, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 124,386 | 5,964 | 2.1% | 2.28% | 150 | +12,113 | 10.79% | Q4 2025 | Feb 06, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 124,188 | 5,954 | 0.52% | 0.48% | 151 | +11,432 | 10.14% | Q4 2025 | Feb 06, 2026 |
| Kooman & Associates | History | Added to | 124,126 | 5,951 | 1.76% | 1.76% | 152 | +5,973 | 5.06% | Q4 2025 | Jan 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 124,057 | 5,948 | 0.12% | 0.0% | 153 | +123,354 | 17546.8% | Q4 2025 | Feb 09, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 123,207 | 5,907 | 0.12% | 0.07% | 154 | +57,137 | 86.48% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 121,306 | 5,816 | 0.04% | 0.04% | 155 | +5,691 | 4.92% | Q4 2025 | Feb 12, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 118,269 | 5,671 | 2.97% | 3.16% | 156 | +1,907 | 1.64% | Q4 2025 | Jan 16, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 117,682 | 5,642 | 0.14% | 0.13% | 157 | +7,938 | 7.23% | Q4 2025 | Feb 13, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 114,912 | 5,510 | 2.5% | 2.43% | 158 | +1,272 | 1.12% | Q4 2025 | Jan 07, 2026 |
| BDFS Capital LLC | History | New | 114,443 | 5,487 | 2.77% | — | 159 | +114,443 | New | Q4 2025 | Feb 26, 2026 |
| Composition Wealth, LLC | History | Reduced | 114,129 | 5,472 | 0.08% | 0.09% | 160 | -9,818 | -7.92% | Q4 2025 | Feb 02, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 113,718 | 5,452 | 0.74% | 0.72% | 161 | +7,048 | 6.61% | Q4 2025 | Jan 23, 2026 |
| Corient Private Wealth LLC | History | Added to | 108,983 | 5,225 | 0.01% | 0.01% | 162 | +10,045 | 10.15% | Q4 2025 | Mar 09, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 107,739 | 5,166 | 2.04% | 2.17% | 163 | -2,877 | -2.6% | Q4 2025 | Jan 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 106,178 | 5,091 | 0.02% | 0.02% | 164 | -1,876 | -1.74% | Q4 2025 | Feb 06, 2026 |
| Tencap Wealth Coaching, LLC | History | New | 101,544 | 4,874 | 1.84% | — | 165 | +101,544 | New | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 100,777 | 4,832 | 0.02% | 0.02% | 166 | +2,887 | 2.95% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 98,161 | 4,706 | 0.01% | 0.01% | 167 | -3,721 | -3.65% | Q4 2025 | Feb 18, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 97,883 | 4,693 | 0.06% | 0.05% | 168 | +28,507 | 41.09% | Q4 2025 | Feb 10, 2026 |
| Chico Wealth RIA | History | Reduced | 93,864 | 4,500 | 2.93% | 5.85% | 169 | -84,628 | -47.41% | Q4 2025 | Feb 10, 2026 |
| Coston, McIsaac & Partners | History | Added to | 93,765 | 4,496 | 1.04% | 0.62% | 170 | +39,462 | 72.67% | Q4 2025 | Feb 03, 2026 |
| Prism Planning Partners LLC | History | New | 92,463 | 4,433 | 4.97% | — | 171 | +92,463 | New | Q4 2025 | Feb 11, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 90,862 | 4,356 | 2.97% | 2.96% | 172 | +580 | 0.64% | Q4 2025 | Jan 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 90,776 | 4,353 | 0.01% | — | 173 | +90,776 | New | Q4 2025 | Feb 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 89,750 | 4,303 | 0.02% | 0.01% | 174 | +25,694 | 40.11% | Q4 2025 | Feb 13, 2026 |
| Shore Point Advisors, LLC | History | Added to | 88,568 | 4,246 | 1.8% | 1.45% | 175 | +20,583 | 30.28% | Q4 2025 | Jan 23, 2026 |
| SwitchPoint Financial Planning, LLC | History | Added to | 88,488 | 4,242 | 2.97% | 2.9% | 176 | +5,346 | 6.43% | Q4 2025 | Feb 17, 2026 |
| Aspirean Wealth, LLC | History | New | 88,142 | 4,226 | 4.62% | — | 177 | +88,142 | New | Q4 2025 | Feb 17, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 86,625 | 4,153 | 0.44% | 0.46% | 178 | +887 | 1.03% | Q4 2025 | Jan 09, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 86,463 | 4,145 | 0.25% | 0.33% | 179 | -33,267 | -27.79% | Q4 2025 | Jan 30, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 86,065 | 4,126 | 1.26% | 0.95% | 180 | +29,138 | 51.18% | Q4 2025 | Jan 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 83,399 | 3,999 | 0.0% | 0.0% | 181 | +13,289 | 18.95% | Q4 2025 | Feb 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 82,413 | 3,958 | 0.18% | 0.21% | 182 | +5,419 | 7.04% | Q4 2025 | Feb 03, 2026 |
| BOS Asset Management, LLC | History | Added to | 81,903 | 3,927 | 1.05% | 0.83% | 183 | +20,531 | 33.45% | Q4 2025 | Jan 09, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 79,803 | 3,826 | 2.67% | 2.79% | 184 | +1,023 | 1.3% | Q4 2025 | Jan 23, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | New | 78,456 | 3,761 | 0.31% | — | 185 | +78,456 | New | Q4 2025 | Feb 04, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 78,322 | 3,755 | 1.54% | 1.41% | 186 | +10,196 | 14.97% | Q4 2025 | Jan 29, 2026 |
| RFG Advisory, LLC | History | Reduced | 75,665 | 3,628 | 0.07% | 0.08% | 187 | -1,540 | -1.99% | Q4 2025 | Feb 03, 2026 |
| XY Planning Network, Inc. | History | Added to | 74,951 | 3,593 | 0.63% | 1.13% | 188 | +5,614 | 8.1% | Q4 2025 | Jan 26, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 72,025 | 3,453 | 0.07% | 0.08% | 189 | -7,450 | -9.37% | Q4 2025 | Feb 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 71,678 | 3,436 | 0.13% | 0.11% | 190 | +13,079 | 22.32% | Q4 2025 | Jan 21, 2026 |
| CITIGROUP INC | History | Added to | 71,128 | 3,410 | 0.0% | 0.0% | 191 | +7,264 | 11.37% | Q4 2025 | Feb 13, 2026 |
| Fonville Wealth Management LLC | History | Added to | 70,841 | 3,396 | 0.69% | 0.31% | 192 | +41,851 | 144.36% | Q4 2025 | Jan 23, 2026 |
| ProCore Advisors, LLC | History | New | 67,020 | 3,213 | 3.29% | — | 193 | +67,020 | New | Q4 2025 | Jan 21, 2026 |
| Invst, LLC | History | Added to | 66,583 | 3,192 | 0.35% | 0.28% | 194 | +15,174 | 29.52% | Q4 2025 | Feb 11, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 65,713 | 3,150 | 0.15% | 0.09% | 195 | +27,565 | 72.26% | Q4 2025 | Jan 29, 2026 |
| SageView Advisory Group, LLC | History | Added to | 65,372 | 3,134 | 0.11% | 0.1% | 196 | +2,503 | 3.98% | Q4 2025 | Feb 17, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 65,150 | 3,123 | 0.93% | 1.1% | 197 | -7,662 | -10.52% | Q4 2025 | Feb 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 64,883 | 3,111 | 0.01% | 0.01% | 198 | -4,771 | -6.85% | Q4 2025 | Feb 13, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 63,401 | 3,044 | 1.55% | 1.09% | 199 | +24,292 | 62.11% | Q4 2025 | Jan 27, 2026 |
| Powerhouse Assets LLC | History | New | 62,295 | 2,987 | 2.63% | — | 200 | +62,295 | New | Q4 2025 | Jan 15, 2026 |
| Hippocratic Financial Advisors, LLC | History | Reduced | 59,099 | 2,833 | 1.31% | 1.39% | 201 | -693 | -1.16% | Q4 2025 | Jan 20, 2026 |
| Aspire Private Capital, LLC | History | Added to | 57,722 | 2,767 | 0.62% | 0.6% | 202 | +989 | 1.74% | Q4 2025 | Jan 16, 2026 |
| Five Oceans Advisors | History | Added to | 56,530 | 2,710 | 0.96% | 1.0% | 203 | +26 | 0.05% | Q4 2025 | Jan 16, 2026 |
| Austin Private Wealth, LLC | History | Added to | 55,493 | 2,660 | 0.2% | 0.18% | 204 | +6,155 | 12.48% | Q4 2025 | Jan 20, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 54,343 | 2,605 | 0.14% | 0.16% | 205 | +237 | 0.44% | Q4 2025 | Feb 02, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 53,835 | 2,581 | 0.87% | 0.93% | 206 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MB Generational Wealth, LLC | History | New | 52,854 | 2,534 | 1.34% | — | 207 | +52,854 | New | Q4 2025 | Feb 10, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 52,743 | 2,529 | 0.92% | 1.08% | 208 | -4,990 | -8.64% | Q4 2025 | Jan 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 52,391 | 2,512 | 0.04% | 0.05% | 209 | -9,667 | -15.58% | Q4 2025 | Jan 22, 2026 |
| JANE STREET GROUP, LLC | History | New | 52,351 | 2,510 | 0.0% | — | 210 | +52,351 | New | Q4 2025 | Feb 12, 2026 |
| TCP Asset Management, LLC | History | Added to | 52,140 | 2,500 | 0.42% | 0.43% | 211 | +1,798 | 3.57% | Q4 2025 | Jan 07, 2026 |
| Wheels Up Wealth, Inc. | History | New | 51,459 | 2,467 | 2.3% | — | 212 | +51,459 | New | Q4 2025 | Feb 17, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 48,882 | 2,343 | 0.52% | 0.47% | 213 | +6,704 | 15.89% | Q4 2025 | Feb 09, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 47,417 | 2,273 | 0.93% | 0.92% | 214 | +2,135 | 4.71% | Q4 2025 | Jan 09, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 46,795 | 2,243 | 0.62% | 0.66% | 215 | -3,023 | -6.07% | Q4 2025 | Feb 09, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 46,053 | 2,208 | 0.16% | 0.18% | 216 | -2,002 | -4.17% | Q4 2025 | Jan 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 45,396 | 2,176 | 0.05% | 0.06% | 217 | -1,775 | -3.76% | Q4 2025 | Feb 06, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 44,992 | 2,157 | 0.8% | 0.88% | 218 | -1,265 | -2.73% | Q4 2025 | Feb 03, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 44,113 | 2,115 | 1.1% | 1.04% | 219 | +4,660 | 11.81% | Q4 2025 | Jan 14, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 42,821 | 2,053 | 1.29% | 0.83% | 220 | +15,973 | 59.49% | Q4 2025 | Jan 23, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Reduced | 41,875 | 2,007 | 1.35% | 1.52% | 221 | -2,190 | -4.97% | Q4 2025 | Jan 15, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 41,270 | 1,978 | 1.09% | 1.07% | 222 | +2,448 | 6.31% | Q4 2025 | Jan 21, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 41,139 | 1,972 | 0.87% | 0.91% | 223 | +2,001 | 5.11% | Q4 2025 | Jan 16, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 40,788 | 1,955 | 0.0% | 0.0% | 224 | +29,727 | 268.76% | Q4 2025 | Feb 17, 2026 |
| Vigil Wealth Management, LLC | History | New | 39,338 | 1,886 | 1.57% | — | 225 | +39,338 | New | Q4 2025 | Feb 10, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 39,001 | 1,870 | 0.45% | 0.53% | 226 | -2,512 | -6.05% | Q4 2025 | Feb 27, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 38,678 | 1,854 | 0.38% | 0.23% | 227 | +17,691 | 84.3% | Q4 2025 | Jan 09, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 38,248 | 1,833 | 1.11% | 1.23% | 228 | -2,321 | -5.72% | Q4 2025 | Feb 02, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Added to | 37,395 | 1,793 | 1.49% | 1.55% | 229 | +451 | 1.22% | Q4 2025 | Jan 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 36,837 | 1,766 | 0.24% | — | 230 | +36,837 | New | Q4 2025 | Feb 09, 2026 |
| American Investment Services, Inc. | History | Added to | 35,937 | 1,723 | 0.4% | 0.36% | 231 | +4,857 | 15.63% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 35,703 | 1,711 | 0.01% | — | 232 | +35,703 | New | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 34,879 | 1,672 | 0.01% | 0.01% | 233 | +321 | 0.93% | Q4 2025 | Feb 13, 2026 |
| Aegis Wealth Management LLC | History | Added to | 34,685 | 1,663 | 0.94% | 0.89% | 234 | +17 | 0.05% | Q4 2025 | Jan 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 33,886 | 1,624 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 32,888 | 1,576 | 0.01% | 0.0% | 236 | +23,369 | 245.5% | Q4 2025 | Feb 11, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 32,641 | 1,565 | 0.02% | 0.02% | 237 | -212 | -0.65% | Q4 2025 | Jan 21, 2026 |
| Savvy Advisors, Inc. | History | Added to | 32,461 | 1,556 | 0.05% | 0.05% | 238 | +11,893 | 57.82% | Q4 2025 | Jan 20, 2026 |
| Solutions 4 Wealth, Ltd | History | Reduced | 30,158 | 1,446 | 2.18% | 3.03% | 239 | -10,326 | -25.51% | Q4 2025 | Feb 09, 2026 |
| BetterWealth, LLC | History | Added to | 29,952 | 1,436 | 0.33% | 0.28% | 240 | +5,447 | 22.23% | Q4 2025 | Jan 15, 2026 |
| Synergy Asset Management, LLC | History | Added to | 29,929 | 1,435 | 0.15% | 0.05% | 241 | +862 | 2.97% | Q4 2025 | Jan 13, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 29,165 | 1,398 | 0.14% | 0.19% | 242 | +1,834 | 6.71% | Q4 2025 | Feb 05, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 29,153 | 1,397 | 0.52% | 0.64% | 243 | -4,701 | -13.89% | Q4 2025 | Jan 08, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 28,908 | 1,386 | 0.49% | 0.53% | 244 | -1,671 | -5.46% | Q4 2025 | Feb 09, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Reduced | 28,888 | 1,385 | 0.64% | 0.88% | 245 | -6,592 | -18.58% | Q4 2025 | Jan 26, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 28,669 | 1,374 | 0.49% | 0.49% | 246 | -852 | -2.89% | Q4 2025 | Jan 30, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 27,496 | 1,318 | 0.81% | 0.85% | 247 | -123 | -0.45% | Q4 2025 | Jan 07, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | New | 27,163 | 1,302 | 0.36% | — | 248 | +27,163 | New | Q4 2025 | Jan 14, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 26,993 | 1,294 | 0.33% | 0.34% | 249 | -1,426 | -5.02% | Q4 2025 | Feb 13, 2026 |
| PFG Advisors | History | Reduced | 26,904 | 1,290 | 0.06% | 0.06% | 250 | -3,314 | -10.97% | Q4 2025 | Jan 27, 2026 |
| Capstone Wealth Management, LLC | History | Added to | 26,287 | 1,260 | 0.92% | 0.68% | 252 | +7,831 | 42.43% | Q4 2025 | Jan 20, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 26,288 | 1,260 | 0.0% | 0.0% | 251 | +2,962 | 12.7% | Q4 2025 | Feb 11, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | New | 25,635 | 1,229 | 0.92% | — | 253 | +25,635 | New | Q4 2025 | Mar 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 25,568 | 1,227 | 0.05% | 0.07% | 254 | +2,474 | 10.71% | Q4 2025 | Feb 13, 2026 |
| Geometric Wealth Advisors | History | Reduced | 25,577 | 1,226 | 0.16% | 0.17% | 255 | -166 | -0.64% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 24,797 | 1,189 | 0.0% | 0.0% | 256 | +1,625 | 7.01% | Q4 2025 | Feb 13, 2026 |
| Forza Wealth Management, LLC | History | No change | 24,300 | 1,165 | 0.42% | 0.45% | 257 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 23,995 | 1,150 | 0.79% | 0.86% | 258 | -1,062 | -4.24% | Q4 2025 | Jan 05, 2026 |
| Diversify Advisory Services, LLC | History | Added to | 23,582 | 1,131 | 0.04% | 0.01% | 259 | +19,382 | 461.48% | Q4 2025 | Jan 23, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 22,920 | 1,099 | 0.03% | 0.02% | 260 | +9,029 | 65.0% | Q4 2025 | Feb 09, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Added to | 22,894 | 1,097 | 0.87% | 0.69% | 261 | +5,980 | 35.36% | Q4 2025 | Feb 09, 2026 |
| Platform Wealth Management, LLC | History | New | 22,752 | 1,090 | 0.29% | — | 262 | +22,752 | New | Q4 2025 | Feb 11, 2026 |
| Applied Capital LLC | History | Reduced | 22,544 | 1,080 | 0.42% | 0.47% | 263 | -1,778 | -7.31% | Q4 2025 | Jan 16, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 21,978 | 1,053 | 0.26% | 0.57% | 264 | -30,560 | -58.17% | Q4 2025 | Jan 08, 2026 |
| Lutz Financial Services LLC | History | New | 21,519 | 1,031 | 0.07% | — | 265 | +21,519 | New | Q4 2025 | Feb 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 20,489 | 982 | 0.02% | 0.02% | 266 | +2,632 | 14.74% | Q4 2025 | Jan 14, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 20,289 | 972 | 0.07% | 0.07% | 267 | +250 | 1.25% | Q4 2025 | Feb 03, 2026 |
| Mariner, LLC | History | Reduced | 20,195 | 968 | 0.0% | 0.0% | 268 | -75 | -0.37% | Q4 2025 | Feb 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 19,758 | 947 | 0.02% | 0.02% | 269 | +2,822 | 16.66% | Q4 2025 | Feb 03, 2026 |
| Blossom Wealth Management | History | Reduced | 18,504 | 887 | 1.46% | 1.47% | 270 | -430 | -2.27% | Q4 2025 | Jan 16, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 18,300 | 877 | 0.29% | 0.29% | 271 | +753 | 4.29% | Q4 2025 | Feb 05, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 17,827 | 854 | 0.02% | 0.02% | 272 | +953 | 5.65% | Q4 2025 | Jan 28, 2026 |
| HB Wealth Management, LLC | History | Reduced | 17,019 | 816 | 0.01% | 0.01% | 273 | -212 | -1.23% | Q4 2025 | Jan 28, 2026 |
| Nautilus Advisors LLC | History | Added to | 16,735 | 802 | 0.52% | 0.53% | 274 | +447 | 2.74% | Q4 2025 | Jan 22, 2026 |
| NWAM LLC | History | Added to | 16,683 | 801 | 0.04% | 0.04% | 275 | +205 | 1.24% | Q4 2025 | Feb 04, 2026 |
| Williams & Novak, LLC | History | Added to | 16,648 | 798 | 0.6% | 0.61% | 276 | +234 | 1.43% | Q4 2025 | Feb 05, 2026 |
| Timonier Family Office, LTD. | History | New | 16,542 | 793 | 0.25% | — | 277 | +16,542 | New | Q4 2025 | Feb 04, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 16,396 | 786 | 0.54% | 0.52% | 278 | +1,529 | 10.28% | Q4 2025 | Jan 27, 2026 |
| TAGStone Capital, Inc. | History | Added to | 16,286 | 780 | 0.29% | 0.26% | 279 | +2,415 | 17.41% | Q4 2025 | Feb 10, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 16,229 | 778 | 0.49% | — | 280 | +16,229 | New | Q4 2025 | Feb 04, 2026 |
| Forthright Family Wealth Advisory LLC | History | No change | 15,928 | 763 | 0.48% | 0.47% | 281 | 0 | 0.0% | Q4 2025 | Feb 23, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 15,825 | 758 | 0.06% | 0.06% | 282 | +178 | 1.14% | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | No change | 15,234 | 731 | 0.02% | 0.03% | 283 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Navigoe, LLC | History | No change | 15,085 | 723 | 0.45% | 0.46% | 284 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 14,940 | 716 | 0.36% | 0.33% | 285 | +2,565 | 20.73% | Q4 2025 | Jan 20, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 14,834 | 711 | 0.04% | 0.04% | 286 | -590 | -3.83% | Q4 2025 | Mar 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 14,785 | 708 | 0.02% | 0.02% | 287 | +699 | 4.96% | Q4 2025 | Jan 29, 2026 |
| HFG Wealth Management, LLC | History | Added to | 14,713 | 705 | 0.39% | 0.37% | 288 | +485 | 3.41% | Q4 2025 | Jan 16, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 14,594 | 699 | 0.01% | — | 289 | +14,594 | New | Q4 2025 | Feb 05, 2026 |
| Donalies Financial Planning, LLC | History | New | 14,583 | 699 | 0.6% | — | 291 | +14,583 | New | Q4 2025 | Feb 17, 2026 |
| CLG LLC | History | Added to | 14,594 | 699 | 0.17% | 0.18% | 290 | +532 | 3.78% | Q4 2025 | Jan 15, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 14,425 | 691 | 0.05% | 0.06% | 292 | -634 | -4.21% | Q4 2025 | Jan 20, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 14,359 | 688 | 0.3% | 0.24% | 293 | +3,089 | 27.41% | Q4 2025 | Feb 17, 2026 |
| Two West Capital Advisors LLC | History | Added to | 14,308 | 686 | 0.4% | 0.39% | 294 | +1,011 | 7.6% | Q4 2025 | Jan 13, 2026 |
| Leading Edge Financial Planning LLC | History | Reduced | 14,242 | 682 | 0.16% | 0.18% | 295 | -445 | -3.03% | Q4 2025 | Jan 21, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 13,806 | 661 | 0.02% | — | 296 | +13,806 | New | Q4 2025 | Feb 17, 2026 |
| GeoWealth Management, LLC | History | Added to | 13,728 | 658 | 0.02% | 0.01% | 297 | +6,576 | 91.95% | Q4 2025 | Feb 17, 2026 |
| Straight Path Wealth Management | History | Reduced | 13,394 | 642 | 0.17% | 0.18% | 298 | -150 | -1.11% | Q4 2025 | Feb 11, 2026 |
| Financial Symmetry Inc | History | Reduced | 13,200 | 632 | 0.26% | 0.29% | 299 | -113 | -0.85% | Q4 2025 | Jan 28, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 13,153 | 630 | 0.07% | 0.08% | 300 | +3,498 | 36.23% | Q4 2025 | Feb 13, 2026 |
| Eaton-Cambridge Inc. | History | Reduced | 12,724 | 610 | 0.2% | 0.45% | 301 | -13,889 | -52.19% | Q4 2025 | Feb 13, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | Added to | 12,517 | 600 | 0.27% | 0.23% | 302 | +2,170 | 20.97% | Q4 2025 | Jan 15, 2026 |
| Stirlingshire Investments, Inc. | History | New | 12,206 | 585 | 0.52% | — | 303 | +12,206 | New | Q4 2025 | Feb 11, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 11,955 | 573 | 0.05% | 0.06% | 304 | +2,661 | 28.63% | Q4 2025 | Jan 22, 2026 |
| CWM, LLC | History | Added to | 11,562 | 554 | 0.0% | 0.0% | 305 | +6,135 | 113.05% | Q4 2025 | Jan 26, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 10,996 | 527 | 0.07% | — | 306 | +10,996 | New | Q4 2025 | Jan 15, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 10,982 | 526 | 0.19% | 0.01% | 308 | +10,253 | 1406.45% | Q4 2025 | Jan 16, 2026 |
| Forum Financial Management, LP | History | Reduced | 10,986 | 526 | 0.01% | 0.01% | 307 | -3,238 | -22.76% | Q4 2025 | Jan 27, 2026 |
| Stewardship Advisors, LLC | History | Added to | 10,910 | 523 | 0.12% | 0.12% | 309 | +182 | 1.7% | Q4 2025 | Jan 15, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | New | 10,851 | 521 | 0.57% | — | 311 | +10,851 | New | Q4 2025 | Mar 02, 2026 |
| Warburton Capital Management, LLC | History | Added to | 10,881 | 521 | 0.29% | 0.28% | 310 | +1,109 | 11.35% | Q4 2025 | Jan 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 10,839 | 519 | 0.19% | 0.23% | 312 | -2,098 | -16.22% | Q4 2025 | Jan 22, 2026 |
| Tanager Wealth Management LLP | History | Added to | 10,748 | 515 | 0.05% | 0.05% | 313 | +1,669 | 18.38% | Q4 2025 | Jan 26, 2026 |
| Core Wealth Management, Inc. | History | Reduced | 10,515 | 504 | 0.16% | 0.18% | 314 | -995 | -8.64% | Q4 2025 | Jan 28, 2026 |
| Vistica Wealth Advisors, LLC | History | New | 10,400 | 498 | 0.5% | — | 315 | +10,400 | New | Q4 2025 | Feb 13, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 10,037 | 481 | 0.17% | 0.41% | 316 | -11,524 | -53.45% | Q4 2025 | Jan 08, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 9,913 | 475 | 0.04% | 0.04% | 317 | -291 | -2.85% | Q4 2025 | Feb 12, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 9,120 | 437 | 0.06% | — | 318 | +9,120 | New | Q4 2025 | Feb 04, 2026 |
| McCartney Wealth Management LLC | History | New | 8,838 | 423 | 0.36% | — | 319 | +8,838 | New | Q4 2025 | Feb 17, 2026 |
| Oath Planning, LLC | History | New | 8,704 | 417 | 0.41% | — | 320 | +8,704 | New | Q4 2025 | Feb 12, 2026 |
| marrick wealth, LLC | History | New | 8,644 | 414 | 0.34% | — | 321 | +8,644 | New | Q4 2025 | Feb 13, 2026 |
| Shearwater Capital LLC | History | Added to | 8,494 | 407 | 0.23% | 0.24% | 323 | +4 | 0.05% | Q4 2025 | Jan 13, 2026 |
| Austin Asset Management Co Inc | History | No change | 8,490 | 407 | 0.07% | 0.07% | 322 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 8,481 | 406 | 0.12% | 0.12% | 324 | +137 | 1.64% | Q4 2025 | Feb 17, 2026 |
| Pioneer Wealth Management Group | History | New | 8,350 | 400 | 0.12% | — | 325 | +8,350 | New | Q4 2025 | Jan 12, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 8,281 | 397 | 0.2% | 0.22% | 326 | +155 | 1.91% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Added to | 7,989 | 383 | 0.0% | 0.0% | 327 | +2,717 | 51.54% | Q4 2025 | Jan 26, 2026 |
| Annandale Capital, LLC | History | No change | 7,842 | 376 | 0.04% | 0.06% | 328 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 7,687 | 368 | 0.18% | 0.18% | 329 | +112 | 1.48% | Q4 2025 | Feb 13, 2026 |
| Cogent Private Wealth, Inc. | History | New | 7,550 | 362 | 0.28% | — | 330 | +7,550 | New | Q4 2025 | Feb 10, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 7,370 | 354 | 0.03% | 0.03% | 331 | +24 | 0.33% | Q4 2025 | Feb 02, 2026 |
| Integrated Advisors Network LLC | History | New | 7,341 | 352 | 0.02% | — | 332 | +7,341 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | New | 6,916 | 331 | 0.0% | — | 333 | +6,916 | New | Q4 2025 | Feb 17, 2026 |
| World Investment Advisors | History | New | 6,510 | 312 | 0.01% | — | 334 | +6,510 | New | Q4 2025 | Mar 12, 2026 |
| Matisse Capital | History | No change | 6,500 | 311 | 0.14% | 0.14% | 335 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | New | 6,371 | 305 | 0.08% | — | 336 | +6,371 | New | Q4 2025 | Feb 09, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 6,342 | 304 | 0.1% | 0.09% | 337 | +1,596 | 33.63% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 6,205 | 297 | 0.0% | 0.0% | 338 | +1,836 | 42.02% | Q4 2025 | Feb 13, 2026 |
| Abel Hall, LLC | History | Added to | 6,213 | 297 | 0.07% | 0.12% | 339 | +47 | 0.76% | Q4 2025 | Feb 17, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 6,110 | 292 | 0.12% | 0.08% | 340 | +98 | 1.63% | Q4 2025 | Feb 11, 2026 |
| Plancorp, LLC | History | Added to | 6,089 | 291 | 0.01% | 0.01% | 341 | +80 | 1.33% | Q4 2025 | Feb 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 5,996 | 287 | 0.02% | 0.02% | 342 | +271 | 4.73% | Q4 2025 | Jan 15, 2026 |
| JM2 Capital Inc. | History | New | 5,970 | 286 | 0.23% | — | 343 | +5,970 | New | Q4 2025 | Jan 23, 2026 |
| EP Wealth Advisors, LLC | History | New | 5,894 | 282 | 0.0% | — | 344 | +5,894 | New | Q4 2025 | Feb 18, 2026 |
| Claris Financial LLC | History | New | 5,886 | 282 | 0.15% | — | 345 | +5,886 | New | Q4 2025 | Feb 19, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 5,592 | 268 | 0.06% | 0.08% | 346 | -2,122 | -27.51% | Q4 2025 | Jan 16, 2026 |
| LAM GROUP, INC. | History | Reduced | 5,575 | 267 | 0.15% | 0.23% | 347 | -2,250 | -28.75% | Q4 2025 | Jan 23, 2026 |
| Capstone Wealth Management, Inc. | History | New | 5,328 | 255 | 0.22% | — | 348 | +5,328 | New | Q4 2025 | Feb 20, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 5,300 | 254 | 0.0% | — | 350 | +5,300 | New | Q4 2025 | Feb 18, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Reduced | 5,301 | 254 | 0.05% | 0.06% | 349 | -98 | -1.82% | Q4 2025 | Jan 28, 2026 |
| Mutual Advisors, LLC | History | Added to | 5,285 | 253 | 0.01% | 0.01% | 351 | +14 | 0.27% | Q4 2025 | Feb 02, 2026 |
| Security Financial Services, INC. | History | Added to | 5,222 | 250 | 0.04% | 0.04% | 352 | +258 | 5.2% | Q4 2025 | Jan 27, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 5,120 | 245 | 0.06% | 0.07% | 353 | -118 | -2.25% | Q4 2025 | Jan 23, 2026 |
| Investmark Advisory Group LLC | History | New | 5,063 | 242 | 0.1% | — | 354 | +5,063 | New | Q4 2025 | Jan 28, 2026 |
| Concorde Asset Management, LLC | History | Reduced | 4,978 | 238 | 0.1% | 0.11% | 355 | -688 | -12.14% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | New | 4,955 | 237 | 0.01% | — | 356 | +4,955 | New | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 4,891 | 234 | 0.0% | 0.0% | 357 | +320 | 7.0% | Q4 2025 | Jan 26, 2026 |
| rebel Financial LLC | History | New | 4,869 | 233 | 0.1% | — | 358 | +4,869 | New | Q4 2025 | Mar 27, 2026 |
| ATLas Financial Planning LLC | History | New | 4,850 | 232 | 0.23% | — | 359 | +4,850 | New | Q4 2025 | Feb 17, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 4,836 | 231 | 0.25% | 0.25% | 360 | -267 | -5.23% | Q4 2025 | Feb 09, 2026 |
| Midwest Trust Co | History | Added to | 4,498 | 215 | 0.0% | 0.0% | 361 | +47 | 1.06% | Q4 2025 | Feb 04, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | No change | 4,469 | 214 | 0.08% | 0.08% | 362 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Investment Advisory Group, LLC | History | No change | 4,365 | 209 | 0.05% | 0.06% | 363 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,300 | 206 | 0.01% | 0.01% | 364 | +1,512 | 54.23% | Q4 2025 | Jan 20, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 4,299 | 206 | 0.02% | 0.03% | 365 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| 25 LLC | History | New | 4,287 | 205 | 0.07% | — | 366 | +4,287 | New | Q4 2025 | Jan 15, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 3,890 | 186 | 0.11% | 0.13% | 367 | -424 | -9.83% | Q4 2025 | Feb 02, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 3,866 | 185 | 0.1% | 0.11% | 368 | +143 | 3.84% | Q4 2025 | Feb 13, 2026 |
| CENTRAL TRUST Co | History | No change | 3,750 | 179 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Added to | 3,605 | 172 | 0.0% | 0.0% | 370 | +25 | 0.7% | Q4 2025 | Feb 18, 2026 |
| ROGCO, LP | History | New | 3,468 | 166 | 0.05% | — | 371 | +3,468 | New | Q4 2025 | Jan 30, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 3,360 | 161 | 0.13% | — | 372 | +3,360 | New | Q4 2025 | Mar 05, 2026 |
| Larson Financial Group LLC | History | No change | 3,329 | 159 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | Added to | 3,215 | 154 | 0.0% | 0.0% | 374 | +314 | 10.82% | Q4 2025 | Jan 29, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,300 | 110 | 0.0% | 0.0% | 375 | +34 | 1.5% | Q4 2025 | Feb 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,182 | 104 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 1,973 | 94 | 0.05% | 0.06% | 377 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,894 | 90 | 0.0% | 0.01% | 378 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 1,774 | 85 | 0.01% | 0.01% | 379 | +8 | 0.45% | Q4 2025 | Jan 29, 2026 |
| Tradewinds Capital Management, LLC | History | New | 1,695 | 81 | 0.02% | — | 380 | +1,695 | New | Q4 2025 | Jan 14, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,341 | 64 | 0.0% | 0.0% | 381 | -350 | -20.7% | Q4 2025 | Feb 06, 2026 |
| Kilter Group LLC | History | Reduced | 1,130 | 54 | 0.02% | 0.03% | 382 | -7 | -0.62% | Q4 2025 | Feb 13, 2026 |
| VSM Wealth Advisory, LLC | History | New | 1,042 | 49 | 0.01% | — | 383 | +1,042 | New | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | No change | 860 | 41 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Rossby Financial, LCC | History | No change | 817 | 39 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 750 | 35 | 0.0% | 0.0% | 387 | -120 | -13.79% | Q4 2025 | Mar 16, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 739 | 35 | 0.0% | 0.0% | 386 | +12 | 1.65% | Q4 2025 | Jan 14, 2026 |
| Blue Trust, Inc. | History | No change | 740 | 35 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 690 | 33 | 0.0% | 0.0% | 389 | +5 | 0.73% | Q4 2025 | Feb 10, 2026 |
| MilWealth Group LLC | History | No change | 581 | 27 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| DecisionPoint Financial, LLC | History | No change | 486 | 23 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Orion Capital Management LLC | History | No change | 415 | 19 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | New | 316 | 15 | 0.0% | — | 393 | +316 | New | Q4 2025 | Feb 10, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 315 | 15 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Rialto Wealth Management, LLC | History | No change | 315 | 15 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 267 | 12 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 113 | 5 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 1.64% | — | -213,467 | -100.0% | Q3 2025 | Nov 12, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -165,641 | -100.0% | Q3 2025 | Nov 13, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -165,487 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Closed out | 0 | 0 | — | 0.69% | — | -120,348 | -100.0% | Q3 2025 | Oct 24, 2025 |
| My Personal CFO, LLC | History | Closed out | 0 | 0 | — | 1.08% | — | -57,733 | -100.0% | Q3 2025 | Oct 21, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -34,230 | -100.0% | Q3 2025 | Nov 14, 2025 |
| B.O.S.S. Retirement Advisors, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -13,567 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,701 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Tassel Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.39% | — | -12,625 | -100.0% | Q3 2025 | Oct 28, 2025 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,737 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -10,057 | -100.0% | Q3 2025 | Oct 15, 2025 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -8,721 | -100.0% | Q3 2025 | Nov 10, 2025 |
| EARNED WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,375 | -100.0% | Q3 2025 | Oct 22, 2025 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,263 | -100.0% | Q3 2025 | Nov 05, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,346 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Prudent Man Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -1,839 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,231 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -425 | -100.0% | Q3 2025 | Nov 19, 2025 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -344 | -100.0% | Q3 2025 | Oct 22, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -143 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Nemes Rush Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -128 | -100.0% | Q3 2025 | Nov 13, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 13, 2025 |
| LOWE BROCKENBROUGH & CO INC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Family Manage LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SIGNATUREFD, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |