Dimensional ETF Trust - DFSV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 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 | 16,083,198 | 528,976 | 3.01% | 2.57% | 1 | +2,789,585 | 20.98% | Q4 2025 | Feb 10, 2026 |
| MATHER GROUP, LLC. | History | Added to | 6,616,180 | 217,606 | 2.24% | 2.09% | 2 | +105,207 | 1.62% | Q4 2025 | Jan 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 5,972,968 | 196,453 | 0.27% | 0.26% | 3 | +829,789 | 16.13% | Q4 2025 | Mar 09, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 5,832,420 | 191,828 | 5.39% | 5.09% | 4 | +219,296 | 3.91% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 4,310,926 | 141,786 | 0.16% | 0.18% | 5 | +728,129 | 20.32% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 3,806,878 | 125,208 | 0.18% | 0.18% | 6 | +348,687 | 10.08% | Q4 2025 | Feb 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 3,618,411 | 119,009 | 2.17% | 2.14% | 7 | +168,712 | 4.89% | Q4 2025 | Jan 23, 2026 |
| Pathstone Holdings, LLC | History | New | 2,778,524 | 91,385 | 0.35% | — | 8 | +2,778,524 | New | Q4 2025 | Feb 13, 2026 |
| Modera Wealth Management, LLC | History | Added to | 2,660,446 | 87,502 | 1.01% | 0.94% | 9 | +121,026 | 4.77% | Q4 2025 | Jan 21, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 2,556,867 | 84,095 | 3.95% | 3.75% | 10 | +129,096 | 5.32% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Added to | 2,410,340 | 79,276 | 0.09% | 0.08% | 11 | +320,437 | 15.33% | Q4 2025 | Feb 17, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 2,194,002 | 72,160 | 0.93% | 0.97% | 12 | -65,926 | -2.92% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Added to | 2,109,965 | 69,396 | 0.02% | 0.01% | 13 | +557,500 | 35.91% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 2,087,584 | 68,660 | 0.05% | 0.05% | 14 | +106,457 | 5.37% | Q4 2025 | Feb 17, 2026 |
| Arista Wealth Management, LLC | History | Added to | 2,079,167 | 68,383 | 8.41% | 7.81% | 15 | +106,309 | 5.39% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,073,356 | 68,192 | 0.02% | 0.02% | 16 | +53,021 | 2.62% | Q4 2025 | Feb 10, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 2,066,098 | 67,953 | 2.15% | 1.68% | 17 | +448,646 | 27.74% | Q4 2025 | Jan 30, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 1,930,943 | 63,508 | 0.78% | 0.55% | 18 | +406,920 | 26.7% | Q4 2025 | Feb 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,856,193 | 61,050 | 0.02% | 0.02% | 19 | +83,441 | 4.71% | Q4 2025 | Feb 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,570,108 | 51,640 | 0.0% | 0.0% | 20 | +112,209 | 7.7% | Q4 2025 | Feb 17, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,538,016 | 50,585 | 0.26% | — | 21 | +1,538,016 | New | Q4 2025 | Feb 18, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,434,271 | 47,173 | 0.64% | 0.84% | 22 | +55,841 | 4.05% | Q4 2025 | Feb 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 1,351,902 | 44,464 | 4.84% | 4.99% | 23 | -7,475 | -0.55% | Q4 2025 | Jan 16, 2026 |
| Truepoint, Inc. | History | Reduced | 1,337,204 | 43,980 | 0.99% | 1.0% | 24 | -13,822 | -1.02% | Q4 2025 | Feb 11, 2026 |
| Evanson Asset Management, LLC | History | Added to | 1,027,169 | 33,783 | 1.82% | 1.71% | 25 | +74,470 | 7.82% | Q4 2025 | Jan 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 980,120 | 33,510 | 0.05% | 0.05% | 26 | -20,088 | -2.01% | Q4 2025 | Jan 08, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 984,078 | 32,366 | 3.55% | 3.75% | 27 | -21,803 | -2.17% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 963,563 | 31,696 | 0.05% | 0.04% | 28 | +1,265 | 0.13% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 954,243 | 31,385 | 0.01% | 0.01% | 29 | +46,078 | 5.07% | Q4 2025 | Feb 12, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 903,036 | 30,874 | 2.92% | 2.95% | 30 | -4,064 | -0.45% | Q4 2025 | Jan 22, 2026 |
| Stordahl Capital Management, Inc. | History | Added to | 931,205 | 30,627 | 6.3% | 6.17% | 31 | +8,312 | 0.9% | Q4 2025 | Jan 27, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 923,964 | 30,389 | 6.92% | 6.83% | 32 | +68,983 | 8.07% | Q4 2025 | Jan 21, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 912,614 | 30,015 | 0.21% | 0.3% | 33 | -200,688 | -18.03% | Q4 2025 | Feb 18, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 887,728 | 29,197 | 8.33% | 7.98% | 34 | +42,612 | 5.04% | Q4 2025 | Feb 17, 2026 |
| United Wealth Management, LLC | History | Added to | 883,949 | 29,073 | 7.52% | 7.38% | 35 | +32,026 | 3.76% | Q4 2025 | Feb 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 881,077 | 28,978 | 0.03% | 0.03% | 36 | +1,126 | 0.13% | Q4 2025 | Feb 06, 2026 |
| von Borstel & Associates, Inc. | History | Added to | 837,440 | 27,543 | 6.46% | 3.98% | 37 | +15,749 | 1.92% | Q4 2025 | Feb 12, 2026 |
| Hassell Wealth Management, LLC | History | Added to | 751,660 | 26,247 | 8.78% | 8.25% | 38 | +5,125 | 0.69% | Q4 2025 | Jan 26, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 795,935 | 26,178 | 3.77% | 3.64% | 39 | +80,376 | 11.23% | Q4 2025 | Feb 09, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 747,768 | 24,594 | 0.14% | 0.03% | 40 | +616,175 | 468.24% | Q4 2025 | Feb 03, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 696,249 | 22,899 | 0.84% | 0.95% | 41 | +59,546 | 9.35% | Q4 2025 | Feb 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 684,890 | 22,526 | 0.46% | — | 42 | +684,890 | New | Q4 2025 | Feb 09, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 681,209 | 22,404 | 3.61% | 3.61% | 43 | +33,608 | 5.19% | Q4 2025 | Jan 28, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 657,597 | 21,628 | 0.0% | 0.0% | 44 | -3,909 | -0.59% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 655,965 | 21,574 | 0.03% | 0.02% | 45 | +110,992 | 20.37% | Q4 2025 | Feb 12, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 654,229 | 21,517 | 5.5% | 5.45% | 46 | -36,261 | -5.25% | Q4 2025 | Feb 13, 2026 |
| Retirement Solution LLC | History | Added to | 652,952 | 21,475 | 4.76% | 4.83% | 47 | +17,036 | 2.68% | Q4 2025 | Jan 29, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 645,753 | 21,238 | 1.77% | 1.66% | 48 | +53,439 | 9.02% | Q4 2025 | Feb 09, 2026 |
| Zhang Financial LLC | History | Added to | 635,274 | 20,894 | 0.78% | 0.81% | 49 | +6,399 | 1.02% | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | Reduced | 617,486 | 20,309 | 1.04% | 1.72% | 50 | -259,185 | -29.56% | Q4 2025 | Feb 10, 2026 |
| Integris Wealth Management, LLC | History | Added to | 608,200 | 20,003 | 4.55% | 4.45% | 51 | +33,254 | 5.78% | Q4 2025 | Jan 21, 2026 |
| Krilogy Financial LLC | History | Added to | 567,473 | 19,889 | 0.68% | 0.66% | 52 | +10,940 | 1.97% | Q4 2025 | Jan 27, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 600,596 | 19,753 | 0.19% | 0.16% | 53 | +115,211 | 23.74% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 554,711 | 19,453 | 0.48% | 0.45% | 54 | +12,446 | 2.3% | Q4 2025 | Jan 28, 2026 |
| Equita Financial Network, Inc. | History | Added to | 590,753 | 19,429 | 5.86% | 6.02% | 55 | +31,057 | 5.55% | Q4 2025 | Jan 29, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 585,714 | 19,264 | 0.07% | 0.11% | 56 | -142,175 | -19.53% | Q4 2025 | Feb 18, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 576,120 | 18,949 | 0.16% | 0.14% | 57 | +17,408 | 3.12% | Q4 2025 | Jan 05, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 555,493 | 18,270 | 3.63% | 3.28% | 58 | +54,840 | 10.95% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 550,491 | 18,106 | 0.05% | 0.01% | 59 | +457,270 | 490.52% | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 548,526 | 18,042 | 0.0% | — | 60 | +548,526 | New | Q4 2025 | Feb 17, 2026 |
| Alpha Financial Advisors, LLC | History | Added to | 529,912 | 17,428 | 5.33% | 5.57% | 61 | +32,914 | 6.62% | Q4 2025 | Jan 20, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 524,670 | 17,256 | 7.65% | 7.73% | 62 | +22,426 | 4.47% | Q4 2025 | Jan 16, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 492,987 | 16,214 | 0.4% | 0.39% | 63 | +9,170 | 1.9% | Q4 2025 | Jan 28, 2026 |
| Grunden Financial Advisory, Inc. | History | Added to | 464,053 | 15,262 | 5.96% | 5.86% | 64 | +11,700 | 2.59% | Q4 2025 | Jan 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 460,259 | 15,137 | 0.03% | 0.0% | 65 | +396,836 | 625.7% | Q4 2025 | Mar 16, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 457,656 | 15,052 | 0.27% | 0.29% | 66 | +16,771 | 3.8% | Q4 2025 | Jan 16, 2026 |
| Clarity Wealth Development LLC | History | Added to | 453,367 | 14,911 | 12.61% | 11.62% | 67 | +49,467 | 12.25% | Q4 2025 | Feb 11, 2026 |
| Vise Technologies, Inc. | History | Added to | 453,238 | 14,906 | 0.29% | 0.03% | 68 | +430,904 | 1929.36% | Q4 2025 | Feb 11, 2026 |
| Trust Co of the South | History | Added to | 446,272 | 14,677 | 2.36% | 2.33% | 69 | +5,928 | 1.35% | Q4 2025 | Jan 05, 2026 |
| Allworth Financial LP | History | New | 441,034 | 14,505 | 0.06% | — | 70 | +441,034 | New | Q4 2025 | Feb 05, 2026 |
| Betterment LLC | History | Added to | 435,005 | 14,307 | 0.03% | 0.03% | 71 | +8,720 | 2.05% | Q4 2025 | Feb 12, 2026 |
| Timonier Family Office, LTD. | History | Added to | 431,045 | 14,177 | 4.5% | 4.2% | 72 | +28,699 | 7.13% | Q4 2025 | Feb 04, 2026 |
| Well Done, LLC | History | Reduced | 428,720 | 14,100 | 2.11% | 2.38% | 73 | -10,831 | -2.46% | Q4 2025 | Jan 13, 2026 |
| Physician Wealth Solutions Inc. | History | Reduced | 428,333 | 14,087 | 5.97% | 6.04% | 74 | -5,980 | -1.38% | Q4 2025 | Jan 12, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 420,408 | 13,827 | 0.39% | 0.38% | 75 | +51 | 0.01% | Q4 2025 | Feb 05, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 414,592 | 13,635 | 1.93% | 1.76% | 76 | +50,616 | 13.91% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 401,405 | 13,575 | 0.0% | 0.0% | 77 | +10,690 | 2.74% | Q4 2025 | Feb 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 406,031 | 13,354 | 0.14% | 0.13% | 78 | +141,317 | 53.38% | Q4 2025 | Jan 23, 2026 |
| Oceanside Advisors LLC | History | Added to | 404,604 | 13,307 | 8.07% | 8.0% | 79 | +2,317 | 0.58% | Q4 2025 | Jan 26, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 400,037 | 13,157 | 4.77% | 4.11% | 80 | +66,375 | 19.89% | Q4 2025 | Jan 15, 2026 |
| Greenline Partners, LLC | History | No change | 386,604 | 12,715 | 1.45% | 1.5% | 81 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 383,489 | 12,612 | 1.04% | 0.96% | 82 | -8,560 | -2.18% | Q4 2025 | Feb 17, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 376,351 | 12,378 | 8.1% | 7.37% | 83 | +25,398 | 7.24% | Q4 2025 | Jan 13, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 370,835 | 12,196 | 3.26% | 3.45% | 84 | -22,517 | -5.72% | Q4 2025 | Jan 23, 2026 |
| Mariner, LLC | History | Reduced | 364,229 | 11,980 | 0.01% | 0.02% | 85 | -906 | -0.25% | Q4 2025 | Feb 13, 2026 |
| Navigoe, LLC | History | Added to | 357,035 | 11,742 | 7.25% | 7.2% | 86 | +2,964 | 0.84% | Q4 2025 | Feb 03, 2026 |
| RFG Advisory, LLC | History | Added to | 351,192 | 11,550 | 0.22% | 0.23% | 87 | +8,603 | 2.51% | Q4 2025 | Feb 03, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 342,693 | 11,272 | 0.14% | 0.12% | 88 | +55,906 | 19.49% | Q4 2025 | Feb 10, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 336,139 | 11,055 | 2.24% | 2.37% | 89 | +3,698 | 1.11% | Q4 2025 | Jan 09, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 333,788 | 10,978 | 0.02% | 0.02% | 90 | +2,940 | 0.89% | Q4 2025 | Feb 12, 2026 |
| Plancorp, LLC | History | Added to | 329,509 | 10,837 | 0.33% | 0.3% | 91 | +25,284 | 8.31% | Q4 2025 | Feb 05, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 328,564 | 10,806 | 0.14% | 0.14% | 92 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 328,564 | 10,806 | 0.74% | 0.79% | 93 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 322,866 | 10,619 | 0.57% | 0.57% | 94 | +7,972 | 2.53% | Q4 2025 | Jan 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 322,210 | 10,597 | 0.04% | 0.05% | 95 | +6,479 | 2.05% | Q4 2025 | Feb 13, 2026 |
| Financial Architects, LLC | History | Added to | 320,990 | 10,557 | 5.68% | 5.51% | 96 | +16,625 | 5.46% | Q4 2025 | Jan 21, 2026 |
| Abel Hall, LLC | History | Added to | 319,571 | 10,510 | 2.45% | 3.95% | 97 | +12,352 | 4.02% | Q4 2025 | Feb 17, 2026 |
| McIlrath & Eck, LLC | History | Added to | 316,718 | 10,416 | 0.97% | 0.89% | 98 | +44,677 | 16.42% | Q4 2025 | Feb 03, 2026 |
| BOS Asset Management, LLC | History | Added to | 315,598 | 10,380 | 2.78% | 2.66% | 99 | +19,643 | 6.64% | Q4 2025 | Jan 09, 2026 |
| Avant Financial Advisors LLC | History | Reduced | 314,848 | 10,355 | 7.44% | 7.84% | 100 | -12,012 | -3.67% | Q4 2025 | Jan 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 306,620 | 10,084 | 0.07% | 0.07% | 101 | +7,189 | 2.4% | Q4 2025 | Feb 12, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 306,518 | 10,081 | 2.93% | 2.66% | 102 | -9,603 | -3.04% | Q4 2025 | Feb 06, 2026 |
| Waterford Advisors, LLC | History | New | 279,065 | 10,063 | 3.93% | — | 103 | +279,065 | New | Q4 2025 | Feb 20, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 280,061 | 9,942 | 5.05% | 4.26% | 104 | +48,947 | 21.18% | Q4 2025 | Jan 27, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 293,376 | 9,649 | 4.16% | 4.36% | 105 | -15,536 | -5.03% | Q4 2025 | Jan 15, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 288,288 | 9,481 | 3.99% | 3.87% | 106 | +13,431 | 4.89% | Q4 2025 | Feb 02, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 286,687 | 9,429 | 2.84% | 2.81% | 107 | +6,514 | 2.32% | Q4 2025 | Jan 27, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 285,500 | 9,390 | 0.01% | 0.01% | 108 | +161,200 | 129.69% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 282,440 | 9,289 | 0.02% | 0.02% | 109 | +31,537 | 12.57% | Q4 2025 | Feb 13, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 279,622 | 9,196 | 0.81% | 0.75% | 110 | +15,554 | 5.89% | Q4 2025 | Feb 06, 2026 |
| Aspen Capital Management, LLC | History | Added to | 276,339 | 9,088 | 2.25% | 2.11% | 111 | +15,775 | 6.05% | Q4 2025 | Jan 29, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 260,138 | 8,555 | 0.47% | 0.51% | 112 | -5,857 | -2.2% | Q4 2025 | Feb 02, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Added to | 255,418 | 8,400 | 6.97% | 6.62% | 113 | +16,222 | 6.78% | Q4 2025 | Jan 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 236,486 | 7,778 | 0.02% | 0.02% | 114 | +25,482 | 12.08% | Q4 2025 | Feb 05, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Reduced | 221,760 | 7,293 | 4.31% | 4.85% | 115 | -10,104 | -4.36% | Q4 2025 | Feb 02, 2026 |
| McLean Asset Management Corp | History | Added to | 201,538 | 7,007 | 1.26% | 0.7% | 116 | +96,646 | 92.14% | Q4 2025 | Jan 16, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 207,768 | 6,833 | 2.01% | 1.61% | 117 | +59,450 | 40.08% | Q4 2025 | Jan 15, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 203,465 | 6,691 | 1.54% | 1.58% | 118 | -3,592 | -1.73% | Q4 2025 | Jan 06, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 197,631 | 6,500 | 1.68% | 1.54% | 119 | +17,255 | 9.57% | Q4 2025 | Feb 06, 2026 |
| Ancora Advisors LLC | History | Added to | 196,410 | 6,459 | 0.13% | 0.11% | 120 | +23,214 | 13.4% | Q4 2025 | Feb 17, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 195,879 | 6,442 | 3.66% | 3.74% | 121 | +6,563 | 3.47% | Q4 2025 | Feb 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 194,562 | 6,399 | 0.05% | 0.05% | 122 | +10,469 | 5.69% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 194,099 | 6,383 | 0.01% | 0.01% | 123 | +2,053 | 1.07% | Q4 2025 | Feb 13, 2026 |
| Vantage Point Financial LLC | History | Added to | 188,576 | 6,202 | 2.22% | 2.05% | 124 | +22,667 | 13.66% | Q4 2025 | Feb 02, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 187,302 | 6,160 | 1.14% | 1.3% | 125 | +32,322 | 20.86% | Q4 2025 | Jan 26, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 184,914 | 6,081 | 1.04% | 0.96% | 126 | -1,656 | -0.89% | Q4 2025 | Feb 13, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 180,097 | 5,923 | 2.73% | 2.69% | 127 | +4,733 | 2.7% | Q4 2025 | Jan 20, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 179,654 | 5,908 | 3.56% | 3.38% | 128 | +10,394 | 6.14% | Q4 2025 | Feb 02, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 179,220 | 5,894 | 0.38% | 0.39% | 129 | -4,847 | -2.63% | Q4 2025 | Jan 26, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 164,361 | 5,405 | 1.77% | 1.7% | 130 | +33,774 | 25.86% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 157,285 | 5,173 | 0.0% | 0.0% | 131 | +29,592 | 23.17% | Q4 2025 | Feb 17, 2026 |
| B&D White Capital Company, LLC | History | New | 157,148 | 5,168 | 0.6% | — | 132 | +157,148 | New | Q4 2025 | Feb 13, 2026 |
| Lantz Financial LLC | History | Added to | 156,489 | 5,146 | 1.09% | 0.98% | 133 | +17,467 | 12.56% | Q4 2025 | Jan 14, 2026 |
| Burk Holdings LLC | History | Added to | 153,935 | 5,062 | 2.41% | 2.58% | 134 | +2,316 | 1.53% | Q4 2025 | Feb 12, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 153,554 | 5,050 | 0.96% | 1.1% | 135 | -23,454 | -13.25% | Q4 2025 | Feb 12, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 152,908 | 5,029 | 0.74% | 0.75% | 136 | -1,962 | -1.27% | Q4 2025 | Jan 16, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 152,128 | 5,003 | 1.49% | 0.93% | 137 | +58,991 | 63.34% | Q4 2025 | Feb 10, 2026 |
| Foundry Financial LLC | History | New | 151,671 | 4,988 | 2.62% | — | 138 | +151,671 | New | Q4 2025 | Feb 17, 2026 |
| American Investment Services, Inc. | History | Added to | 151,323 | 4,977 | 1.16% | 1.13% | 139 | +4,034 | 2.74% | Q4 2025 | Feb 13, 2026 |
| Three Arch Wealth Management LLC | History | New | 147,363 | 4,846 | 0.91% | — | 140 | +147,363 | New | Q4 2025 | Feb 13, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | New | 137,391 | 4,818 | 5.25% | — | 141 | +137,391 | New | Q4 2025 | Mar 02, 2026 |
| Cravens & Co Advisors, LLC | History | Added to | 136,080 | 4,696 | 3.08% | 2.94% | 142 | +613 | 0.45% | Q4 2025 | Feb 10, 2026 |
| XY Planning Network, Inc. | History | Reduced | 141,075 | 4,639 | 0.81% | 1.43% | 143 | -1,964 | -1.37% | Q4 2025 | Jan 26, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 141,013 | 4,637 | 1.45% | 1.27% | 144 | +20,471 | 16.98% | Q4 2025 | Jan 12, 2026 |
| Forum Financial Management, LP | History | Reduced | 140,472 | 4,620 | 0.06% | 0.06% | 145 | -1,294 | -0.91% | Q4 2025 | Jan 27, 2026 |
| Fermata Advisors, LLC | History | Added to | 139,640 | 4,592 | 1.1% | 1.07% | 146 | +6,583 | 4.95% | Q4 2025 | Jan 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 138,689 | 4,561 | 0.09% | 0.09% | 147 | +8,761 | 6.74% | Q4 2025 | Jan 14, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 137,524 | 4,523 | 3.99% | — | 148 | +137,524 | New | Q4 2025 | Feb 05, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 136,021 | 4,473 | 0.52% | 0.51% | 149 | +508 | 0.37% | Q4 2025 | Feb 06, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 134,521 | 4,424 | 0.53% | 0.52% | 150 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| &PARTNERS | History | Added to | 133,625 | 4,394 | 0.02% | 0.01% | 151 | +75,802 | 131.09% | Q4 2025 | Feb 17, 2026 |
| SACHEM HILL LLC | History | Added to | 133,127 | 4,378 | 0.85% | 0.83% | 152 | +3,027 | 2.33% | Q4 2025 | Feb 12, 2026 |
| McMill Wealth Management | History | Added to | 132,420 | 4,355 | 1.22% | 1.07% | 153 | +14,962 | 12.74% | Q4 2025 | Feb 23, 2026 |
| Advisory Alpha, LLC | History | Added to | 127,762 | 4,202 | 0.11% | 0.11% | 154 | +6,791 | 5.61% | Q4 2025 | Feb 06, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 126,447 | 4,158 | 0.47% | 0.44% | 155 | +11,898 | 10.39% | Q4 2025 | Jan 12, 2026 |
| Level Financial Advisors | History | Added to | 125,763 | 4,136 | 1.09% | 0.97% | 156 | +17,494 | 16.16% | Q4 2025 | Jan 26, 2026 |
| V2 Financial group LLC | History | Added to | 123,459 | 4,060 | 2.0% | 1.31% | 157 | +48,937 | 65.67% | Q4 2025 | Jan 21, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 123,025 | 4,046 | 0.54% | — | 158 | +123,025 | New | Q4 2025 | Feb 04, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 122,387 | 4,025 | 0.45% | 0.46% | 159 | -2,125 | -1.71% | Q4 2025 | Jan 08, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 121,806 | 4,006 | 2.63% | 2.67% | 160 | +3,934 | 3.34% | Q4 2025 | Feb 10, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 119,574 | 3,932 | 0.92% | 0.95% | 161 | -3,338 | -2.72% | Q4 2025 | Feb 06, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 119,051 | 3,915 | 2.26% | 2.15% | 162 | +3,718 | 3.22% | Q4 2025 | Jan 16, 2026 |
| Quent Capital, LLC | History | Added to | 118,139 | 3,885 | 0.28% | 0.29% | 163 | +9,612 | 8.86% | Q4 2025 | Jan 29, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 116,842 | 3,842 | 2.55% | 2.59% | 164 | +95 | 0.08% | Q4 2025 | Jan 08, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 111,518 | 3,667 | 2.21% | 1.96% | 165 | +10,674 | 10.58% | Q4 2025 | Feb 10, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 111,132 | 3,655 | 0.74% | 0.78% | 166 | -1,555 | -1.38% | Q4 2025 | Jan 23, 2026 |
| Financial Symmetry Inc | History | Added to | 109,266 | 3,593 | 1.47% | 1.52% | 167 | +3,209 | 3.03% | Q4 2025 | Jan 28, 2026 |
| CSS LLC/IL | History | Added to | 109,020 | 3,585 | 0.16% | 0.12% | 168 | +23,280 | 27.15% | Q4 2025 | Feb 17, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 108,328 | 3,562 | 0.41% | 0.48% | 169 | +19,787 | 22.35% | Q4 2025 | Feb 13, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 105,556 | 3,471 | 0.75% | 0.8% | 170 | +4,433 | 4.38% | Q4 2025 | Feb 09, 2026 |
| Team Hewins, LLC | History | Added to | 105,175 | 3,459 | 1.11% | 1.1% | 171 | +2,581 | 2.52% | Q4 2025 | Jan 28, 2026 |
| WealthCollab, LLC | History | No change | 104,840 | 3,448 | 1.41% | 1.53% | 172 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 104,061 | 3,422 | 0.13% | 0.01% | 173 | +98,318 | 1711.96% | Q4 2025 | Feb 06, 2026 |
| IFG Advisory, LLC | History | Added to | 101,483 | 3,337 | 0.15% | 0.14% | 174 | +1,398 | 1.4% | Q4 2025 | Feb 10, 2026 |
| Austin Private Wealth, LLC | History | Added to | 100,353 | 3,300 | 0.25% | 0.24% | 175 | +3,020 | 3.1% | Q4 2025 | Jan 20, 2026 |
| BetterWealth, LLC | History | Reduced | 100,323 | 3,299 | 0.75% | 0.78% | 176 | -2,710 | -2.63% | Q4 2025 | Jan 15, 2026 |
| LAM GROUP, INC. | History | Reduced | 98,990 | 3,255 | 1.86% | 1.99% | 177 | -2,000 | -1.98% | Q4 2025 | Jan 23, 2026 |
| BIP Wealth, LLC | History | Added to | 98,251 | 3,231 | 0.11% | 0.07% | 178 | +51,180 | 108.73% | Q4 2025 | Jan 21, 2026 |
| Corus Family Wealth Advisors | History | Added to | 98,092 | 3,226 | 2.57% | 1.87% | 179 | +18,181 | 22.75% | Q4 2025 | Feb 04, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 97,445 | 3,204 | 0.97% | 1.0% | 180 | +605 | 0.62% | Q4 2025 | Jan 22, 2026 |
| Blue Trust, Inc. | History | Added to | 96,435 | 3,171 | 0.04% | 0.03% | 181 | +6,251 | 6.93% | Q4 2025 | Jan 16, 2026 |
| Trailhead Planners LLC | History | New | 93,151 | 3,063 | 3.01% | — | 182 | +93,151 | New | Q4 2025 | Feb 12, 2026 |
| Madrid Wealth Management, LLC | History | New | 92,338 | 3,036 | 2.46% | — | 183 | +92,338 | New | Q4 2025 | Feb 02, 2026 |
| Two West Capital Advisors LLC | History | Added to | 91,885 | 3,022 | 1.76% | 1.7% | 184 | +4,127 | 4.7% | Q4 2025 | Jan 13, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 91,830 | 3,020 | 0.51% | 0.38% | 185 | +25,720 | 38.9% | Q4 2025 | Feb 02, 2026 |
| FineMark National Bank & Trust | History | Added to | 91,624 | 3,013 | 0.09% | 0.07% | 186 | +28,384 | 44.88% | Q4 2025 | Feb 12, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 91,472 | 3,008 | 0.06% | 0.05% | 187 | +9,475 | 11.56% | Q4 2025 | Feb 04, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 91,277 | 3,002 | 1.88% | 1.79% | 188 | +5,674 | 6.63% | Q4 2025 | Feb 24, 2026 |
| NKCFO LLC | History | No change | 88,450 | 2,909 | 0.84% | 0.85% | 189 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 88,431 | 2,908 | 0.0% | 0.0% | 190 | -2,680 | -2.94% | Q4 2025 | Feb 02, 2026 |
| SNS Financial Group, LLC | History | No change | 87,732 | 2,885 | 0.25% | 0.24% | 191 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Oak Wealth Advisors LLC | History | Reduced | 87,479 | 2,877 | 1.65% | 1.7% | 192 | -4,695 | -5.09% | Q4 2025 | Feb 11, 2026 |
| VANCE WEALTH, LLC | History | Added to | 86,706 | 2,851 | 0.85% | 0.74% | 193 | +10,996 | 14.52% | Q4 2025 | Feb 17, 2026 |
| Burton Enright Welch | History | Reduced | 86,652 | 2,849 | 0.4% | 0.42% | 194 | -176 | -0.2% | Q4 2025 | Feb 13, 2026 |
| Vannoy Advisory Group, Inc. | History | Added to | 85,237 | 2,803 | 1.78% | 1.77% | 195 | +98 | 0.12% | Q4 2025 | Jan 15, 2026 |
| Alpha Advisors, LLC/VA | History | Added to | 82,115 | 2,700 | 2.08% | 1.96% | 196 | +124 | 0.15% | Q4 2025 | Feb 12, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 82,000 | 2,696 | 1.1% | 0.65% | 197 | +34,461 | 72.49% | Q4 2025 | Jan 08, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 79,632 | 2,619 | 0.41% | 0.42% | 198 | +259 | 0.33% | Q4 2025 | Jan 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 79,434 | 2,612 | 0.01% | 0.0% | 199 | +59,324 | 295.0% | Q4 2025 | Jan 29, 2026 |
| LJI Wealth Management, LLC | History | New | 78,317 | 2,575 | 0.39% | — | 200 | +78,317 | New | Q4 2025 | Feb 03, 2026 |
| WorthPointe, LLC | History | Added to | 76,817 | 2,526 | 0.66% | 0.27% | 201 | +54,034 | 237.17% | Q4 2025 | Jan 26, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 75,658 | 2,488 | 0.13% | 0.14% | 202 | -1,911 | -2.46% | Q4 2025 | Mar 04, 2026 |
| Wealthfront Advisers LLC | History | Added to | 75,069 | 2,469 | 0.01% | 0.0% | 203 | +27,408 | 57.51% | Q4 2025 | Jan 30, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 74,936 | 2,464 | 0.66% | 0.66% | 204 | -887 | -1.17% | Q4 2025 | Feb 05, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 74,641 | 2,454 | 0.64% | 0.65% | 205 | +607 | 0.82% | Q4 2025 | Feb 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 74,124 | 2,437 | 0.59% | 0.63% | 206 | -728 | -0.97% | Q4 2025 | Feb 27, 2026 |
| Evensky & Katz LLC | History | Added to | 72,541 | 2,386 | 0.13% | 0.13% | 207 | +266 | 0.37% | Q4 2025 | Feb 05, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 72,415 | 2,381 | 0.62% | 0.64% | 208 | +321 | 0.45% | Q4 2025 | Feb 06, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 71,830 | 2,362 | 0.42% | 0.42% | 209 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 69,475 | 2,285 | 0.11% | 0.13% | 210 | +229 | 0.33% | Q4 2025 | Jan 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 67,979 | 2,235 | 0.0% | 0.0% | 211 | +2,601 | 3.98% | Q4 2025 | Feb 10, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 66,401 | 2,183 | 1.57% | 1.52% | 212 | -4,212 | -5.96% | Q4 2025 | Mar 12, 2026 |
| MAI Capital Management | History | Reduced | 66,039 | 2,172 | 0.01% | 0.01% | 213 | -334 | -0.5% | Q4 2025 | Feb 13, 2026 |
| Dakota Wealth Management | History | New | 65,569 | 2,156 | 0.04% | — | 214 | +65,569 | New | Q4 2025 | Jan 13, 2026 |
| Emprise Bank | History | Added to | 64,879 | 2,133 | 0.89% | 0.89% | 215 | +194 | 0.3% | Q4 2025 | Jan 28, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Reduced | 64,124 | 2,109 | 0.98% | 1.07% | 216 | -1,336 | -2.04% | Q4 2025 | Jan 26, 2026 |
| True Wealth Design, LLC | History | Reduced | 62,830 | 2,066 | 0.61% | 0.62% | 217 | -813 | -1.28% | Q4 2025 | Jan 08, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 62,560 | 2,057 | 0.23% | 0.24% | 218 | -1,030 | -1.62% | Q4 2025 | Jan 14, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 61,626 | 2,026 | 0.76% | 0.77% | 219 | -116 | -0.19% | Q4 2025 | Jan 08, 2026 |
| Approach Retirement Advisors, LLC | History | New | 60,930 | 2,004 | 1.73% | — | 220 | +60,930 | New | Q4 2025 | Jan 29, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 60,455 | 1,988 | 0.96% | 0.82% | 221 | +8,749 | 16.92% | Q4 2025 | Jan 14, 2026 |
| MB Generational Wealth, LLC | History | Added to | 59,289 | 1,950 | 1.03% | 0.67% | 222 | +25,961 | 77.9% | Q4 2025 | Feb 10, 2026 |
| SageView Advisory Group, LLC | History | Added to | 59,259 | 1,949 | 0.07% | 0.06% | 223 | +989 | 1.7% | Q4 2025 | Feb 17, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 58,804 | 1,934 | 0.35% | 0.34% | 224 | +93 | 0.16% | Q4 2025 | Feb 17, 2026 |
| Grant Private Wealth Management Inc | History | Reduced | 57,593 | 1,894 | 1.14% | 1.22% | 225 | -4,438 | -7.15% | Q4 2025 | Jan 05, 2026 |
| Twin Cities Retirement Group LLC | History | New | 57,339 | 1,885 | 1.82% | — | 226 | +57,339 | New | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | Added to | 56,374 | 1,854 | 0.0% | 0.0% | 227 | +10,382 | 22.57% | Q4 2025 | Feb 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 54,895 | 1,805 | 0.04% | 0.04% | 228 | -4,539 | -7.64% | Q4 2025 | Feb 05, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 54,479 | 1,791 | 0.28% | 0.47% | 229 | -36,147 | -39.89% | Q4 2025 | Jan 21, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 54,284 | 1,785 | 0.18% | 0.16% | 230 | +6,150 | 12.78% | Q4 2025 | Feb 13, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 53,392 | 1,756 | 1.1% | 0.98% | 231 | +5,568 | 11.64% | Q4 2025 | Jan 23, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 53,274 | 1,752 | 0.75% | 2.31% | 232 | -119,744 | -69.21% | Q4 2025 | Feb 10, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 53,179 | 1,749 | 0.71% | 0.75% | 233 | -2,701 | -4.83% | Q4 2025 | Jan 09, 2026 |
| Wedmont Private Capital | History | Added to | 51,105 | 1,727 | 0.06% | 0.05% | 234 | +10,392 | 25.53% | Q4 2025 | Jan 08, 2026 |
| Greenspring Advisors, LLC | History | Added to | 51,373 | 1,689 | 0.1% | 0.09% | 235 | +34,882 | 211.52% | Q4 2025 | Feb 10, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 50,676 | 1,666 | 0.1% | 0.09% | 236 | +11,205 | 28.39% | Q4 2025 | Feb 10, 2026 |
| Apella Capital, LLC | History | Added to | 49,868 | 1,640 | 0.03% | 0.02% | 237 | +25,121 | 101.51% | Q4 2025 | Jan 21, 2026 |
| Cloud Capital Management, LLC | History | Added to | 49,116 | 1,614 | 0.76% | 0.69% | 238 | +8,141 | 19.87% | Q4 2025 | Feb 12, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 43,484 | 1,612 | 0.99% | 1.04% | 239 | -7,818 | -15.24% | Q4 2025 | Feb 11, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 49,019 | 1,612 | 0.12% | 0.12% | 240 | +2,287 | 4.89% | Q4 2025 | Jan 29, 2026 |
| Aerodigm Wealth, LLC | History | No change | 48,836 | 1,606 | 0.57% | 0.66% | 241 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Gemmer Asset Management LLC | History | Added to | 47,541 | 1,563 | 0.12% | 0.12% | 242 | +627 | 1.34% | Q4 2025 | Jan 23, 2026 |
| Austin Asset Management Co Inc | History | Added to | 47,513 | 1,562 | 0.26% | 0.27% | 243 | +1,290 | 2.79% | Q4 2025 | Feb 04, 2026 |
| CPA Asset Management Group, LLC | History | Added to | 47,115 | 1,549 | 0.54% | 0.54% | 244 | +3,058 | 6.94% | Q4 2025 | Jan 13, 2026 |
| HFG Advisors, Inc. | History | Added to | 46,775 | 1,538 | 1.11% | 1.06% | 245 | +1,831 | 4.07% | Q4 2025 | Feb 13, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 46,219 | 1,514 | 0.17% | 0.18% | 246 | -2,078 | -4.3% | Q4 2025 | Jan 29, 2026 |
| Mutual Advisors, LLC | History | Added to | 46,015 | 1,513 | 0.03% | 0.03% | 247 | +767 | 1.7% | Q4 2025 | Feb 02, 2026 |
| RAM Investment Partners, LLC | History | Added to | 45,728 | 1,503 | 0.27% | 0.16% | 248 | +19,650 | 75.35% | Q4 2025 | Feb 12, 2026 |
| Waterway Wealth Management, LLC | History | Reduced | 45,607 | 1,500 | 0.34% | 0.36% | 249 | -1,476 | -3.13% | Q4 2025 | Feb 17, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 44,625 | 1,467 | 0.04% | 0.03% | 250 | -210 | -0.47% | Q4 2025 | Feb 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 44,596 | 1,466 | 0.14% | 0.18% | 251 | +654 | 1.49% | Q4 2025 | Jan 22, 2026 |
| Investmark Advisory Group LLC | History | Added to | 44,523 | 1,464 | 0.62% | 0.59% | 252 | +1,564 | 3.64% | Q4 2025 | Jan 28, 2026 |
| Financially in Tune, LLC | History | New | 43,494 | 1,430 | 1.33% | — | 253 | +43,494 | New | Q4 2025 | Feb 27, 2026 |
| Pacific Asset Management, LLC | History | Added to | 42,600 | 1,401 | 0.84% | 0.8% | 254 | +5,776 | 15.69% | Q4 2025 | Jan 28, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 42,140 | 1,385 | 0.58% | 0.65% | 255 | -783 | -1.82% | Q4 2025 | Feb 03, 2026 |
| Boston Partners | History | Added to | 41,691 | 1,371 | 0.0% | 0.0% | 256 | +1,152 | 2.84% | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 41,403 | 1,361 | 0.03% | 0.03% | 257 | -5,737 | -12.17% | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 41,306 | 1,358 | 0.19% | 0.21% | 258 | -76 | -0.18% | Q4 2025 | Jan 12, 2026 |
| MORGAN STANLEY | History | Added to | 40,813 | 1,342 | 0.0% | 0.0% | 259 | +17,363 | 74.04% | Q4 2025 | Feb 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 40,673 | 1,337 | 0.48% | 0.43% | 260 | +2,942 | 7.8% | Q4 2025 | Jan 22, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 40,639 | 1,336 | 0.55% | 0.55% | 261 | +531 | 1.32% | Q4 2025 | Jan 29, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 39,252 | 1,290 | 0.73% | 0.95% | 262 | -16,685 | -29.83% | Q4 2025 | Jan 14, 2026 |
| ATLas Financial Planning LLC | History | New | 38,927 | 1,280 | 1.26% | — | 263 | +38,927 | New | Q4 2025 | Feb 17, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 38,652 | 1,271 | 0.65% | 0.57% | 264 | +6,414 | 19.9% | Q4 2025 | Jan 08, 2026 |
| Excelsior Advisor Network LLC | History | New | 38,572 | 1,268 | 0.62% | — | 265 | +38,572 | New | Q4 2025 | Feb 13, 2026 |
| Brookstone Capital Management | History | Added to | 38,309 | 1,259 | 0.01% | 0.01% | 266 | +8,393 | 28.06% | Q4 2025 | Jan 15, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 37,785 | 1,242 | 0.08% | 0.08% | 267 | +1,885 | 5.25% | Q4 2025 | Feb 10, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 37,021 | 1,217 | 0.14% | 0.15% | 268 | -1,865 | -4.8% | Q4 2025 | Jan 20, 2026 |
| Wealth Preservation Advisors, LLC | History | Reduced | 36,873 | 1,212 | 0.61% | 0.72% | 269 | -2,116 | -5.43% | Q4 2025 | Feb 23, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 36,818 | 1,210 | 0.33% | 0.48% | 270 | +616 | 1.7% | Q4 2025 | Feb 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 36,698 | 1,206 | 0.02% | — | 271 | +36,698 | New | Q4 2025 | Feb 19, 2026 |
| Oder Investment Management, LLC | History | Added to | 36,521 | 1,201 | 0.87% | 0.81% | 272 | +1,113 | 3.14% | Q4 2025 | Feb 12, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 35,872 | 1,191 | 0.3% | 0.29% | 273 | +1,405 | 4.08% | Q4 2025 | Jan 06, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 36,195 | 1,190 | 0.32% | 0.33% | 274 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Reduced | 36,130 | 1,188 | 0.56% | 0.65% | 275 | -6,211 | -14.67% | Q4 2025 | Feb 10, 2026 |
| Wealth Management Nebraska | History | Reduced | 35,233 | 1,158 | 0.13% | 0.14% | 276 | -2,430 | -6.45% | Q4 2025 | Jan 28, 2026 |
| GEM Asset Management, LLC | History | Added to | 33,897 | 1,146 | 0.51% | 0.47% | 277 | +3,098 | 10.06% | Q4 2025 | Jan 09, 2026 |
| Ponta Wealth Partners, LLC | History | New | 34,826 | 1,145 | 1.07% | — | 278 | +34,826 | New | Q4 2025 | Feb 03, 2026 |
| Wilkerson Advisory Group LLC | History | New | 34,644 | 1,139 | 0.4% | — | 279 | +34,644 | New | Q4 2025 | Feb 13, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | New | 34,263 | 1,126 | 0.98% | — | 280 | +34,263 | New | Q4 2025 | Feb 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 33,779 | 1,111 | 0.0% | 0.0% | 281 | +1,970 | 6.19% | Q4 2025 | Feb 17, 2026 |
| CURIO WEALTH, LLC | History | Added to | 33,256 | 1,111 | 0.39% | 0.42% | 282 | +789 | 2.43% | Q4 2025 | Feb 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 33,242 | 1,093 | 0.04% | 0.01% | 283 | +24,596 | 284.48% | Q4 2025 | Jan 20, 2026 |
| Fiduciary Alliance LLC | History | Added to | 33,190 | 1,091 | 0.07% | 0.07% | 284 | +1,007 | 3.13% | Q4 2025 | Jan 22, 2026 |
| HBE Wealth Management, LLC | History | New | 33,097 | 1,088 | 1.02% | — | 285 | +33,097 | New | Q4 2025 | Jan 20, 2026 |
| E6 Portfolios, LLC | History | New | 32,983 | 1,084 | 1.24% | — | 286 | +32,983 | New | Q4 2025 | Feb 13, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Added to | 32,801 | 1,078 | 0.23% | 0.18% | 287 | +7,711 | 30.73% | Q4 2025 | Jan 28, 2026 |
| Total Wealth Planning, LLC | History | Reduced | 32,598 | 1,072 | 2.29% | 1.88% | 288 | -477,772 | -93.61% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | New | 31,985 | 1,062 | 0.04% | — | 289 | +31,985 | New | Q4 2025 | Feb 13, 2026 |
| Flagstone Financial Management | History | No change | 32,265 | 1,061 | 0.27% | 0.27% | 290 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 31,957 | 1,051 | 0.0% | — | 291 | +31,957 | New | Q4 2025 | Feb 17, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 32,852 | 1,050 | 0.36% | 0.34% | 292 | -234 | -0.71% | Q4 2025 | Jan 09, 2026 |
| Eldridge Investment Advisors, Inc. | History | New | 31,656 | 1,041 | 0.23% | — | 293 | +31,656 | New | Q4 2025 | Feb 11, 2026 |
| GEN Financial Management, INC. | History | Reduced | 31,567 | 1,038 | 0.65% | 0.87% | 294 | -22 | -0.07% | Q4 2025 | Jan 15, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 31,115 | 1,023 | 0.56% | 0.51% | 295 | +2,973 | 10.56% | Q4 2025 | Feb 02, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 31,085 | 1,022 | 0.1% | — | 296 | +31,085 | New | Q4 2025 | Feb 11, 2026 |
| Ariadne Wealth Management, LP | History | No change | 27,743 | 1,015 | 0.42% | 0.39% | 297 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HMV Wealth Advisors, LLC | History | Reduced | 30,460 | 1,001 | 0.5% | 0.63% | 298 | -5,445 | -15.17% | Q4 2025 | Jan 20, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 30,403 | 999 | 0.06% | 0.06% | 299 | -448 | -1.45% | Q4 2025 | Jan 20, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 30,125 | 990 | 0.32% | 0.22% | 300 | -11,728 | -28.02% | Q4 2025 | Jan 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 29,458 | 968 | 0.01% | 0.0% | 301 | +5,207 | 21.47% | Q4 2025 | Feb 11, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 27,835 | 915 | 0.36% | 0.37% | 302 | +120 | 0.43% | Q4 2025 | Jan 22, 2026 |
| McClarren Financial Advisors, Inc. | History | Reduced | 13,176 | 912 | 0.54% | 0.54% | 303 | -2,172 | -14.15% | Q4 2025 | Jan 13, 2026 |
| Foster Group, Inc. | History | Reduced | 27,487 | 904 | 0.03% | 0.03% | 304 | -129 | -0.47% | Q4 2025 | Jan 12, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 27,345 | 899 | 0.01% | 0.0% | 305 | +2 | 0.01% | Q4 2025 | Feb 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 27,312 | 898 | 0.0% | — | 306 | +27,312 | New | Q4 2025 | Feb 17, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 27,332 | 898 | 0.28% | 0.25% | 307 | +3,118 | 12.88% | Q4 2025 | Jan 20, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 26,132 | 859 | 0.41% | 0.4% | 308 | +68 | 0.26% | Q4 2025 | Feb 13, 2026 |
| RTD Financial Advisors, Inc. | History | New | 26,021 | 855 | 0.1% | — | 309 | +26,021 | New | Q4 2025 | Jan 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 25,899 | 851 | 0.02% | 0.02% | 310 | +1,452 | 5.94% | Q4 2025 | Feb 09, 2026 |
| Financial Plan, Inc. | History | New | 25,689 | 844 | 0.1% | — | 311 | +25,689 | New | Q4 2025 | Jan 28, 2026 |
| BDFS Capital LLC | History | New | 25,577 | 841 | 0.42% | — | 312 | +25,577 | New | Q4 2025 | Feb 26, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 25,498 | 838 | 0.33% | 0.34% | 313 | -1,462 | -5.42% | Q4 2025 | Feb 13, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 24,994 | 822 | 0.33% | 0.36% | 314 | -326 | -1.29% | Q4 2025 | Jan 15, 2026 |
| Diversified Trust Co | History | Reduced | 24,796 | 815 | 0.02% | 0.02% | 315 | -8,450 | -25.42% | Q4 2025 | Jan 09, 2026 |
| REDW Wealth LLC | History | Reduced | 24,710 | 812 | 0.31% | 0.3% | 316 | -94 | -0.38% | Q4 2025 | Jan 28, 2026 |
| Quantinno Capital Management LP | History | New | 24,670 | 811 | 0.0% | — | 317 | +24,670 | New | Q4 2025 | Feb 17, 2026 |
| DBK Financial Counsel, LLC | History | Added to | 24,321 | 799 | 0.61% | 0.61% | 318 | +1,380 | 6.02% | Q4 2025 | Jan 26, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 23,986 | 788 | 0.37% | 0.37% | 319 | +909 | 3.94% | Q4 2025 | Jan 29, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 23,845 | 784 | 0.03% | 0.03% | 320 | -287 | -1.19% | Q4 2025 | Jan 20, 2026 |
| Warburton Capital Management, LLC | History | Added to | 23,799 | 782 | 0.44% | 0.35% | 321 | +5,424 | 29.52% | Q4 2025 | Jan 23, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 23,563 | 774 | 0.34% | 0.34% | 322 | +307 | 1.32% | Q4 2025 | Jan 30, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 23,433 | 770 | 0.0% | 0.0% | 323 | -35,280 | -60.09% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | Added to | 23,314 | 766 | 0.0% | 0.0% | 324 | +2 | 0.01% | Q4 2025 | Feb 13, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 23,120 | 760 | 0.08% | 0.07% | 325 | +99 | 0.43% | Q4 2025 | Feb 02, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 23,088 | 759 | 0.04% | 0.05% | 326 | -4,923 | -17.58% | Q4 2025 | Jan 07, 2026 |
| Merit Financial Group, LLC | History | Reduced | 23,027 | 757 | 0.01% | 0.01% | 327 | -244 | -1.05% | Q4 2025 | Jan 26, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 22,936 | 754 | 0.1% | — | 328 | +22,936 | New | Q4 2025 | Feb 09, 2026 |
| Friday Financial | History | Added to | 22,821 | 750 | 0.26% | 0.29% | 329 | +1,359 | 6.33% | Q4 2025 | Jan 09, 2026 |
| Global Trust Wealth Management LLC | History | New | 22,793 | 749 | 0.55% | — | 330 | +22,793 | New | Q4 2025 | Jan 28, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 22,665 | 745 | 0.07% | 0.07% | 331 | -1,128 | -4.74% | Q4 2025 | Jan 29, 2026 |
| Advisory Services Network, LLC | History | Reduced | 22,636 | 744 | 0.01% | 0.01% | 332 | -2,558 | -10.15% | Q4 2025 | Feb 17, 2026 |
| Golden Bell Financial Planning LLC | History | Reduced | 22,629 | 744 | 0.62% | 0.64% | 333 | -544 | -2.35% | Q4 2025 | Feb 03, 2026 |
| CLG LLC | History | Reduced | 21,772 | 716 | 0.18% | 0.19% | 334 | -243 | -1.1% | Q4 2025 | Jan 15, 2026 |
| Disciplined Investments, LLC | History | Reduced | 21,602 | 710 | 0.27% | 0.33% | 335 | -4,155 | -16.13% | Q4 2025 | Feb 05, 2026 |
| Shearwater Capital LLC | History | Reduced | 21,221 | 697 | 0.4% | 0.42% | 336 | -968 | -4.36% | Q4 2025 | Jan 13, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 21,164 | 696 | 0.34% | 0.21% | 337 | +8,212 | 63.4% | Q4 2025 | Feb 13, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Reduced | 18,597 | 690 | 0.27% | 0.27% | 338 | -635 | -3.3% | Q4 2025 | Feb 12, 2026 |
| CVA Family Office, LLC | History | Reduced | 20,717 | 681 | 0.08% | 0.1% | 339 | -2,560 | -11.0% | Q4 2025 | Jan 12, 2026 |
| DeLarme Wealth Management, Inc. | History | New | 20,560 | 676 | 0.48% | — | 340 | +20,560 | New | Q4 2025 | Jan 26, 2026 |
| Avondale Wealth Management | History | No change | 20,327 | 668 | 0.34% | 0.34% | 341 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 19,976 | 657 | 0.0% | 0.0% | 342 | +2,779 | 16.16% | Q4 2025 | Feb 10, 2026 |
| Sensenig Capital Advisors, Inc | History | New | 19,938 | 655 | 0.67% | — | 344 | +19,938 | New | Q4 2025 | Jan 21, 2026 |
| Peirce Capital Management, LLC | History | No change | 19,933 | 655 | 0.26% | 0.26% | 343 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Vantus Wealth LLC | History | New | 19,828 | 652 | 0.48% | — | 345 | +19,828 | New | Q4 2025 | Feb 10, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 19,645 | 646 | 0.09% | 0.09% | 346 | +101 | 0.52% | Q4 2025 | Jan 29, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 19,641 | 645 | 0.07% | 0.07% | 347 | +58 | 0.3% | Q4 2025 | Jan 09, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Reduced | 19,542 | 642 | 0.32% | 0.33% | 348 | -239 | -1.21% | Q4 2025 | Jan 22, 2026 |
| JDH Wealth Management, LLC | History | No change | 19,182 | 630 | 0.43% | 0.43% | 349 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 19,113 | 628 | 0.15% | 0.27% | 350 | -19,079 | -49.96% | Q4 2025 | Jan 08, 2026 |
| Equitable Holdings, Inc. | History | New | 18,930 | 622 | 0.0% | — | 351 | +18,930 | New | Q4 2025 | Feb 17, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 18,841 | 619 | 0.33% | 0.33% | 352 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HANOVER ADVISORS INC | History | Added to | 18,759 | 616 | 0.24% | 0.2% | 353 | +2,354 | 14.35% | Q4 2025 | Feb 17, 2026 |
| Aurelius Family Office LLC | History | Reduced | 18,159 | 612 | 0.26% | 0.26% | 354 | -15 | -0.08% | Q4 2025 | Jan 09, 2026 |
| Cogent Private Wealth, Inc. | History | New | 18,014 | 592 | 0.45% | — | 355 | +18,014 | New | Q4 2025 | Feb 10, 2026 |
| Astra Wealth Partners LLC | History | Reduced | 17,950 | 590 | 0.35% | 0.4% | 356 | -1,173 | -6.13% | Q4 2025 | Feb 02, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 17,913 | 589 | 0.2% | 0.26% | 357 | -2,514 | -12.31% | Q4 2025 | Jan 08, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Reduced | 17,866 | 587 | 0.35% | 0.34% | 358 | -25 | -0.14% | Q4 2025 | Jan 26, 2026 |
| Prudent Man Investment Management, Inc. | History | Added to | 17,551 | 577 | 0.19% | 0.24% | 359 | +3,315 | 23.29% | Q4 2025 | Feb 12, 2026 |
| Powerhouse Assets LLC | History | New | 17,447 | 573 | 0.5% | — | 361 | +17,447 | New | Q4 2025 | Jan 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 17,441 | 573 | 0.0% | 0.0% | 360 | -1,641 | -8.6% | Q4 2025 | Feb 18, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 17,190 | 565 | 0.02% | 0.02% | 362 | +70 | 0.41% | Q4 2025 | Jan 30, 2026 |
| Spire Wealth Management | History | Added to | 17,177 | 564 | 0.02% | 0.02% | 363 | +3,238 | 23.23% | Q4 2025 | Jan 14, 2026 |
| SB Capital Management Inc | History | New | 17,006 | 559 | 0.2% | — | 364 | +17,006 | New | Q4 2025 | Feb 20, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 16,860 | 554 | 0.01% | 0.01% | 365 | -2,631 | -13.5% | Q4 2025 | Feb 09, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 16,824 | 553 | 0.17% | 0.16% | 366 | +810 | 5.06% | Q4 2025 | Jan 16, 2026 |
| IFP Advisors, Inc | History | No change | 16,569 | 544 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Verisail Partners, LLC | History | Added to | 16,451 | 541 | 0.22% | 0.22% | 368 | +338 | 2.1% | Q4 2025 | Jan 29, 2026 |
| Clark Asset Management, LLC | History | Added to | 16,286 | 535 | 0.06% | 0.04% | 369 | +6,354 | 63.98% | Q4 2025 | Jan 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 16,065 | 528 | 0.01% | 0.01% | 370 | +204 | 1.29% | Q4 2025 | Jan 29, 2026 |
| 25 LLC | History | Added to | 16,011 | 526 | 0.17% | 0.17% | 371 | +366 | 2.34% | Q4 2025 | Jan 15, 2026 |
| Johnson Wealth Management, LLC | History | New | 15,780 | 519 | 0.26% | — | 372 | +15,780 | New | Q4 2025 | Feb 11, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Reduced | 15,725 | 517 | 0.17% | 0.19% | 373 | -1,758 | -10.06% | Q4 2025 | Jan 29, 2026 |
| GeoWealth Management, LLC | History | Added to | 15,326 | 504 | 0.02% | 0.02% | 374 | +284 | 1.89% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 15,180 | 499 | 0.0% | 0.0% | 375 | -1,010 | -6.24% | Q4 2025 | Feb 11, 2026 |
| Wright Wealth LLC | History | New | 15,128 | 497 | 0.32% | — | 376 | +15,128 | New | Q4 2025 | Feb 13, 2026 |
| Meredith Wealth Planning | History | Added to | 15,081 | 496 | 0.15% | 0.15% | 377 | +184 | 1.24% | Q4 2025 | Jan 16, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 14,380 | 495 | 0.07% | 0.08% | 378 | -2,736 | -15.99% | Q4 2025 | Jan 26, 2026 |
| HB Wealth Management, LLC | History | No change | 15,001 | 493 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Donalies Financial Planning, LLC | History | New | 14,643 | 481 | 0.41% | — | 380 | +14,643 | New | Q4 2025 | Feb 17, 2026 |
| AlphaCore Capital LLC | History | Added to | 14,521 | 477 | 0.01% | 0.02% | 381 | +24 | 0.17% | Q4 2025 | Feb 05, 2026 |
| 55 North Private Wealth, LLC | History | New | 14,493 | 476 | 0.13% | — | 383 | +14,493 | New | Q4 2025 | Jan 27, 2026 |
| Essential Planning, LLC. | History | Reduced | 14,497 | 476 | 0.15% | 0.17% | 382 | -1,357 | -8.56% | Q4 2025 | Jan 15, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 14,153 | 465 | 0.1% | 0.09% | 384 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Opus Financial Solutions LLC | History | New | 13,995 | 460 | 0.43% | — | 385 | +13,995 | New | Q4 2025 | Feb 17, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | Added to | 13,733 | 451 | 0.68% | 0.59% | 386 | +518 | 3.92% | Q4 2025 | Feb 06, 2026 |
| Capstone Wealth Management, Inc. | History | New | 13,669 | 450 | 0.39% | — | 387 | +13,669 | New | Q4 2025 | Feb 20, 2026 |
| NWAM LLC | History | No change | 13,500 | 444 | 0.02% | 0.02% | 388 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 13,448 | 442 | 0.22% | 0.23% | 389 | -13 | -0.1% | Q4 2025 | Feb 06, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 13,361 | 439 | 0.09% | 0.08% | 390 | +2,640 | 24.62% | Q4 2025 | Jan 20, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 13,293 | 437 | 0.01% | 0.0% | 391 | +4,784 | 56.22% | Q4 2025 | Feb 17, 2026 |
| Tillman Hartley LLC | History | Added to | 13,315 | 437 | 0.11% | 0.1% | 393 | +1,651 | 14.15% | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 13,290 | 437 | 0.01% | 0.01% | 392 | -959 | -6.73% | Q4 2025 | Feb 09, 2026 |
| Belpointe Asset Management LLC | History | New | 12,655 | 416 | 0.02% | — | 394 | +12,655 | New | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | New | 12,655 | 416 | 0.06% | — | 395 | +12,655 | New | Q4 2025 | Jan 27, 2026 |
| Partners in Financial Planning | History | Added to | 12,558 | 413 | 0.07% | 0.07% | 397 | +54 | 0.43% | Q4 2025 | Feb 02, 2026 |
| Yardley Wealth Management LLC | History | No change | 12,569 | 413 | 0.22% | 0.22% | 396 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 12,450 | 409 | 0.11% | 0.06% | 398 | +250 | 2.05% | Q4 2025 | Jan 27, 2026 |
| Lutz Financial Services LLC | History | Added to | 12,109 | 398 | 0.03% | 0.03% | 399 | +293 | 2.48% | Q4 2025 | Feb 06, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 11,302 | 371 | 0.27% | 0.25% | 400 | +217 | 1.96% | Q4 2025 | Feb 17, 2026 |
| Family CFO Inc | History | Added to | 11,214 | 368 | 0.16% | 0.16% | 401 | +571 | 5.37% | Q4 2025 | Jan 23, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 11,003 | 361 | 0.25% | 0.23% | 402 | +1,053 | 10.58% | Q4 2025 | Jan 27, 2026 |
| Frankly Finances, LLC | History | New | 10,901 | 358 | 0.31% | — | 403 | +10,901 | New | Q4 2025 | Jan 26, 2026 |
| Platform Wealth Management, LLC | History | New | 10,853 | 356 | 0.09% | — | 404 | +10,853 | New | Q4 2025 | Feb 11, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 10,823 | 355 | 0.02% | 0.01% | 405 | +1,705 | 18.7% | Q4 2025 | Jan 14, 2026 |
| Triumph Capital Management | History | New | 10,698 | 351 | 0.08% | — | 406 | +10,698 | New | Q4 2025 | Feb 12, 2026 |
| Liberty Capital Management, Inc. | History | Added to | 10,539 | 346 | 0.06% | 0.05% | 407 | +1,939 | 22.55% | Q4 2025 | Jan 26, 2026 |
| tru Independence LLC | History | New | 10,514 | 345 | 0.09% | — | 408 | +10,514 | New | Q4 2025 | Jan 22, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 10,485 | 344 | 0.31% | 0.28% | 409 | +1,280 | 13.91% | Q4 2025 | Jan 15, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 10,223 | 336 | 0.08% | 0.09% | 410 | -160 | -1.54% | Q4 2025 | Jan 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 10,038 | 330 | 0.01% | 0.01% | 411 | -330 | -3.18% | Q4 2025 | Feb 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 10,029 | 329 | 0.01% | 0.01% | 412 | -2,800 | -21.83% | Q4 2025 | Jan 22, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 9,948 | 327 | 0.04% | 0.08% | 413 | -10,731 | -51.89% | Q4 2025 | Feb 13, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 9,709 | 319 | 0.16% | 0.13% | 414 | +1,946 | 25.07% | Q4 2025 | Feb 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 9,685 | 318 | 0.01% | 0.01% | 415 | -134 | -1.36% | Q4 2025 | Jan 23, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 9,583 | 315 | 0.02% | 0.02% | 416 | +41 | 0.43% | Q4 2025 | Feb 23, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 9,518 | 313 | 0.12% | 0.13% | 417 | -408 | -4.11% | Q4 2025 | Jan 30, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 9,381 | 308 | 0.13% | 0.14% | 418 | +21 | 0.22% | Q4 2025 | Jan 23, 2026 |
| Triangle Securities Wealth Management | History | Added to | 9,301 | 305 | 0.06% | 0.06% | 419 | +842 | 9.95% | Q4 2025 | Jan 13, 2026 |
| Fortis Capital Management LLC | History | Added to | 9,168 | 301 | 0.04% | 0.04% | 420 | +39 | 0.43% | Q4 2025 | Feb 13, 2026 |
| Financial Harvest, LLC | History | Reduced | 9,049 | 297 | 0.18% | 0.23% | 421 | -1,782 | -16.45% | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 8,975 | 295 | 0.0% | — | 422 | +8,975 | New | Q4 2025 | Feb 17, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | New | 8,630 | 283 | 0.27% | — | 423 | +8,630 | New | Q4 2025 | Feb 19, 2026 |
| First Financial Group Corp | History | Added to | 8,625 | 283 | 0.24% | 0.24% | 424 | +4 | 0.05% | Q4 2025 | Jan 28, 2026 |
| Belleair Asset Management, LLC | History | New | 8,579 | 282 | 0.27% | — | 426 | +8,579 | New | Q4 2025 | Jan 30, 2026 |
| Triune Financial Partners, LLC | History | No change | 8,045 | 282 | 0.07% | 0.06% | 425 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| DAVENPORT & Co LLC | History | No change | 8,544 | 281 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 8,505 | 279 | 0.08% | 0.08% | 429 | -999 | -10.51% | Q4 2025 | Feb 09, 2026 |
| Berger Financial Group, Inc | History | Added to | 8,500 | 279 | 0.02% | 0.01% | 430 | +819 | 10.66% | Q4 2025 | Jan 27, 2026 |
| Abacus Planning Group, Inc. | History | No change | 8,483 | 279 | 0.04% | 0.04% | 428 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Baker Ellis Asset Management LLC | History | New | 8,000 | 263 | 0.03% | — | 431 | +8,000 | New | Q4 2025 | Jan 21, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 7,981 | 262 | 0.01% | — | 432 | +7,981 | New | Q4 2025 | Jan 12, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 7,978 | 262 | 0.06% | 0.06% | 433 | +20 | 0.25% | Q4 2025 | Feb 03, 2026 |
| Entelevest, LLC | History | New | 7,957 | 261 | 0.26% | — | 434 | +7,957 | New | Q4 2025 | Feb 11, 2026 |
| Oath Planning, LLC | History | New | 7,679 | 252 | 0.25% | — | 435 | +7,679 | New | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 7,544 | 248 | 0.0% | 0.0% | 436 | +1,702 | 29.13% | Q4 2025 | Jan 26, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 7,520 | 247 | 0.12% | 0.13% | 437 | -230 | -2.97% | Q4 2025 | Feb 09, 2026 |
| Empowered Funds, LLC | History | New | 7,496 | 246 | 0.0% | — | 438 | +7,496 | New | Q4 2025 | Feb 18, 2026 |
| Shore Point Advisors, LLC | History | Added to | 7,392 | 243 | 0.1% | 0.1% | 439 | +31 | 0.42% | Q4 2025 | Jan 23, 2026 |
| Simplicity Wealth,LLC | History | Added to | 7,358 | 242 | 0.01% | 0.01% | 440 | +547 | 8.03% | Q4 2025 | Jan 30, 2026 |
| Northwest Wealth Advisors, LLC | History | New | 7,339 | 241 | 0.19% | — | 441 | +7,339 | New | Q4 2025 | Feb 06, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 7,306 | 240 | 0.05% | 0.05% | 442 | -1,163 | -13.73% | Q4 2025 | Jan 16, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 7,211 | 237 | 0.06% | 0.06% | 443 | -109 | -1.49% | Q4 2025 | Jan 12, 2026 |
| SIGNATUREFD, LLC | History | New | 7,166 | 235 | 0.0% | — | 444 | +7,166 | New | Q4 2025 | Jan 20, 2026 |
| Kaufman Rossin Wealth, LLC | History | No change | 7,175 | 235 | 0.12% | 0.12% | 445 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,113 | 233 | 0.0% | 0.0% | 446 | +6,256 | 729.99% | Q4 2025 | Feb 13, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Reduced | 6,953 | 228 | 0.13% | 0.14% | 447 | -452 | -6.1% | Q4 2025 | Jan 12, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 6,857 | 225 | 0.09% | 0.09% | 448 | +35 | 0.51% | Q4 2025 | Jan 27, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 6,824 | 224 | 0.12% | 0.13% | 449 | -121 | -1.74% | Q4 2025 | Jan 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,765 | 222 | 0.0% | 0.0% | 450 | -1,254 | -15.64% | Q4 2025 | Feb 06, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 6,747 | 221 | 0.02% | 0.02% | 451 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Hurley Capital, LLC | History | Reduced | 6,670 | 219 | 0.12% | 0.12% | 452 | -69 | -1.02% | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,540 | 215 | 0.02% | 0.02% | 453 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Geometric Wealth Advisors | History | New | 6,440 | 211 | 0.03% | — | 454 | +6,440 | New | Q4 2025 | Feb 06, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 6,376 | 209 | 0.04% | 0.04% | 455 | -206 | -3.13% | Q4 2025 | Feb 12, 2026 |
| Global Financial Private Client, LLC | History | New | 6,298 | 207 | 0.07% | — | 457 | +6,298 | New | Q4 2025 | Jan 27, 2026 |
| Brooklyn Investment Group | History | New | 6,222 | 207 | 0.01% | — | 456 | +6,222 | New | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | New | 6,181 | 203 | 0.0% | — | 458 | +6,181 | New | Q4 2025 | Feb 17, 2026 |
| UMB Bank, n.a. | History | No change | 5,771 | 189 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 5,647 | 185 | 0.15% | — | 460 | +5,647 | New | Q4 2025 | Feb 11, 2026 |
| RHL GROUP, LLC | History | New | 4,953 | 162 | 0.13% | — | 461 | +4,953 | New | Q4 2025 | Feb 09, 2026 |
| Mendota Financial Group, LLC | History | No change | 4,145 | 136 | 0.1% | 0.1% | 462 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| LOM Asset Management Ltd | History | Added to | 4,100 | 134 | 0.04% | 0.03% | 463 | +600 | 17.14% | Q4 2025 | Jan 23, 2026 |
| WealthShield Partners, LLC | History | Added to | 3,964 | 130 | 0.01% | 0.01% | 464 | +16 | 0.41% | Q4 2025 | Feb 03, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 3,384 | 111 | 0.06% | 0.05% | 465 | +290 | 9.37% | Q4 2025 | Jan 21, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 3,340 | 109 | 0.04% | 0.17% | 466 | -8,272 | -71.24% | Q4 2025 | Jan 20, 2026 |
| Global Retirement Partners, LLC | History | Added to | 3,292 | 108 | 0.0% | 0.0% | 467 | +2,706 | 461.77% | Q4 2025 | Feb 06, 2026 |
| Operose Advisors LLC | History | Added to | 3,178 | 104 | 0.02% | 0.0% | 468 | +3,145 | 9530.3% | Q4 2025 | Feb 10, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 2,704 | 88 | 0.03% | 0.03% | 469 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SHP Wealth Management | History | New | 2,592 | 85 | 0.01% | — | 470 | +2,592 | New | Q4 2025 | Mar 04, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 2,250 | 74 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Seneschal Advisors, LLC | History | Added to | 2,170 | 71 | 0.05% | 0.05% | 472 | +122 | 5.96% | Q4 2025 | Feb 13, 2026 |
| HHM Wealth Advisors, LLC | History | New | 2,136 | 70 | 0.01% | — | 473 | +2,136 | New | Q4 2025 | Jan 22, 2026 |
| Davidson Capital Management Inc. | History | New | 2,105 | 69 | 0.01% | — | 474 | +2,105 | New | Q4 2025 | Jan 28, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 2,034 | 66 | 0.02% | 0.02% | 475 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Millstone Evans Group, LLC | History | Added to | 1,994 | 65 | 0.04% | 0.04% | 476 | +185 | 10.23% | Q4 2025 | Feb 02, 2026 |
| Richardson Capital Management LLC | History | New | 1,927 | 63 | 0.03% | — | 477 | +1,927 | New | Q4 2025 | Jan 30, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,946 | 63 | 0.0% | 0.0% | 478 | +1 | 0.05% | Q4 2025 | Jan 13, 2026 |
| Planning Project LLC | History | New | 1,884 | 61 | 0.02% | — | 480 | +1,884 | New | Q4 2025 | Feb 12, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 1,856 | 61 | 0.02% | 0.02% | 479 | +72 | 4.04% | Q4 2025 | Feb 09, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 1,735 | 57 | 0.01% | 0.01% | 482 | +118 | 7.3% | Q4 2025 | Jan 29, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,759 | 57 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Coston, McIsaac & Partners | History | Added to | 1,686 | 55 | 0.01% | 0.0% | 483 | +1,023 | 154.3% | Q4 2025 | Feb 03, 2026 |
| Redwood Park Advisors LLC | History | Added to | 1,420 | 46 | 0.03% | 0.03% | 484 | +6 | 0.42% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 1,327 | 43 | 0.0% | — | 485 | +1,327 | New | Q4 2025 | Feb 13, 2026 |
| Sound Income Strategies, LLC | History | New | 1,248 | 43 | 0.0% | — | 486 | +1,248 | New | Q4 2025 | Jan 21, 2026 |
| US BANCORP \DE\ | History | Added to | 1,217 | 40 | 0.0% | 0.0% | 487 | +196 | 19.2% | Q4 2025 | Jan 30, 2026 |
| COMERICA BANK | History | Reduced | 1,209 | 39 | 0.0% | 0.0% | 488 | -7 | -0.58% | Q4 2025 | Jan 29, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 1,110 | 36 | 0.02% | 0.02% | 489 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Concord Wealth Partners | History | Added to | 991 | 32 | 0.0% | 0.0% | 490 | +593 | 148.99% | Q4 2025 | Jan 29, 2026 |
| BLUELINE ADVISORS LLC | History | New | 939 | 30 | 0.02% | — | 491 | +939 | New | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 911 | 29 | 0.0% | 0.0% | 492 | -376 | -29.22% | Q4 2025 | Feb 12, 2026 |
| Providence Capital Advisors, LLC | History | No change | 895 | 29 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 750 | 24 | 0.0% | 0.0% | 494 | -150 | -16.67% | Q4 2025 | Jan 21, 2026 |
| Kingdom Financial Group LLC. | History | New | 682 | 22 | 0.01% | — | 496 | +682 | New | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | No change | 680 | 22 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 537 | 17 | 0.01% | 0.0% | 497 | +2 | 0.37% | Q4 2025 | Feb 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 498 | 16 | 0.0% | — | 498 | +498 | New | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 415 | 13 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 370 | 12 | 0.0% | 0.0% | 500 | -66 | -15.14% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 349 | 11 | 0.0% | 0.0% | 501 | -2,499 | -87.75% | Q4 2025 | Feb 02, 2026 |
| Dorato Capital Management | History | New | 342 | 11 | 0.01% | — | 502 | +342 | New | Q4 2025 | Jan 16, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 324 | 10 | 0.0% | 0.0% | 503 | +251 | 343.84% | Q4 2025 | Feb 17, 2026 |
| Evolution Advisers, Inc. | History | New | 282 | 9 | 0.0% | — | 505 | +282 | New | Q4 2025 | Jan 23, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 288 | 9 | 0.0% | 0.0% | 504 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | Reduced | 200 | 6 | 0.0% | 0.0% | 506 | -40,996 | -99.51% | Q4 2025 | Jan 29, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 207 | 6 | 0.0% | 0.0% | 507 | +1 | 0.49% | Q4 2025 | Feb 02, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 155 | 5 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Versant Capital Management, Inc | History | No change | 138 | 4 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 100 | 3 | 0.0% | — | 510 | +100 | New | Q4 2025 | Feb 05, 2026 |
| Strive Financial Group ,LLC | History | New | 91 | 2 | 0.0% | — | 512 | +91 | New | Q4 2025 | Feb 18, 2026 |
| Colonial Trust Co / SC | History | No change | 77 | 2 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 3.64% | — | -715,559 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -481,236 | -100.0% | Q3 2025 | Nov 10, 2025 |
| My Personal CFO, LLC | History | Closed out | 0 | 0 | — | 4.11% | — | -333,662 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -90,369 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Lindenwold Advisors, INC | History | Closed out | 0 | 0 | — | 1.06% | — | -70,465 | -100.0% | Q3 2025 | Dec 16, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44,400 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -29,482 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -18,153 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tandem Financial, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -16,358 | -100.0% | Q3 2025 | Oct 31, 2025 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -16,160 | -100.0% | Q3 2025 | Nov 14, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -14,478 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,040 | -100.0% | Q3 2025 | Nov 14, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,478 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ashton Thomas Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,593 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -923 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -372 | -100.0% | Q3 2025 | Oct 21, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -324 | -100.0% | Q3 2025 | Nov 03, 2025 |
| North Capital, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -251 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MARYLAND CAPITAL ADVISORS INC. | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q4 2025 | Jan 20, 2026 |
| Bogart Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |