Dimensional ETF Trust - DIHP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 30,174,025 | 955,463 | 1.46% | 1.44% | 1 | +1,759,268 | 6.19% | Q4 2025 | Feb 18, 2026 |
| Savant Capital, LLC | History | Added to | 26,894,586 | 851,617 | 4.84% | 4.67% | 2 | +1,592,821 | 6.3% | Q4 2025 | Feb 10, 2026 |
| Focus Partners Wealth | History | Added to | 14,498,056 | 459,096 | 0.52% | 0.66% | 3 | +1,048,330 | 7.79% | Q4 2025 | Feb 13, 2026 |
| Forum Financial Management, LP | History | Added to | 6,269,840 | 198,534 | 2.58% | 2.59% | 4 | +51,072 | 0.82% | Q4 2025 | Jan 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 4,880,486 | 154,540 | 0.86% | 0.9% | 5 | +1,474 | 0.03% | Q4 2025 | Feb 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,098,104 | 129,766 | 0.04% | 0.03% | 6 | +653,405 | 18.97% | Q4 2025 | Feb 10, 2026 |
| Clarius Group, LLC | History | Added to | 2,724,537 | 86,272 | 4.93% | 4.83% | 7 | +38,753 | 1.44% | Q4 2025 | Jan 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 2,689,539 | 85,164 | 1.04% | 0.83% | 8 | +305,990 | 12.84% | Q4 2025 | Feb 11, 2026 |
| Kestra Investment Management, LLC | History | Added to | 2,671,379 | 84,589 | 2.07% | 1.67% | 9 | +623,925 | 30.47% | Q4 2025 | Feb 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,603,433 | 82,437 | 0.03% | 0.03% | 10 | +103,135 | 4.12% | Q4 2025 | Feb 12, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 2,360,461 | 74,743 | 4.29% | 6.8% | 11 | +110,193 | 4.9% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,294,749 | 72,663 | 0.08% | 0.08% | 12 | +30,098 | 1.33% | Q4 2025 | Feb 06, 2026 |
| Planning Center, Inc. | History | Reduced | 1,856,079 | 58,772 | 6.0% | 6.32% | 13 | -125,662 | -6.34% | Q4 2025 | Feb 02, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 1,725,996 | 54,653 | 10.59% | 10.41% | 14 | +9,726 | 0.57% | Q4 2025 | Feb 13, 2026 |
| Foster Group, Inc. | History | Added to | 1,696,758 | 53,727 | 1.62% | 1.59% | 15 | +27,666 | 1.66% | Q4 2025 | Jan 12, 2026 |
| Modera Wealth Management, LLC | History | Added to | 1,622,821 | 51,386 | 0.59% | 0.51% | 16 | +164,851 | 11.31% | Q4 2025 | Jan 21, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,374,995 | 43,539 | 0.06% | 0.0% | 17 | +1,360,312 | 9264.54% | Q4 2025 | Mar 09, 2026 |
| Apella Capital, LLC | History | Added to | 1,280,570 | 40,549 | 0.8% | 0.78% | 18 | +149,006 | 13.17% | Q4 2025 | Jan 21, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 1,267,809 | 40,145 | 2.21% | 2.06% | 19 | +131,303 | 11.55% | Q4 2025 | Feb 02, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 1,240,129 | 39,268 | 3.77% | — | 20 | +1,240,129 | New | Q4 2025 | Feb 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,201,556 | 38,047 | 0.32% | 0.27% | 21 | +72,813 | 6.45% | Q4 2025 | Jan 05, 2026 |
| High Probability Advisors, LLC | History | Added to | 1,199,030 | 37,967 | 5.06% | 4.91% | 22 | +19,697 | 1.67% | Q4 2025 | Jan 29, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,195,150 | 37,844 | 5.17% | 5.06% | 23 | +15,526 | 1.32% | Q4 2025 | Jan 22, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 691,006 | 22,609 | 1.47% | 1.43% | 24 | +15,968 | 2.37% | Q4 2025 | Jan 23, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Reduced | 688,708 | 22,042 | 5.53% | 5.57% | 25 | -3,233 | -0.47% | Q4 2025 | Jan 06, 2026 |
| Mariner, LLC | History | Added to | 654,005 | 20,709 | 0.02% | 0.02% | 26 | +129,290 | 24.64% | Q4 2025 | Feb 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 642,745 | 20,352 | 2.21% | 2.26% | 27 | -23,449 | -3.52% | Q4 2025 | Jan 16, 2026 |
| Premier Financial Group | History | Reduced | 634,246 | 20,124 | 5.25% | 5.39% | 28 | -30,625 | -4.61% | Q4 2025 | Feb 09, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 574,660 | 18,196 | 0.57% | 0.46% | 29 | +111,290 | 24.02% | Q4 2025 | Jan 30, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 538,263 | 17,044 | 4.95% | 4.96% | 30 | -5,930 | -1.09% | Q4 2025 | Jan 08, 2026 |
| RFG Advisory, LLC | History | Added to | 525,747 | 16,647 | 0.31% | 0.33% | 31 | +1,078 | 0.21% | Q4 2025 | Feb 03, 2026 |
| Efficient Advisors, LLC | History | Reduced | 506,964 | 16,053 | 0.94% | 1.03% | 32 | -94,814 | -15.76% | Q4 2025 | Jan 21, 2026 |
| von Borstel & Associates, Inc. | History | Added to | 492,880 | 15,607 | 3.66% | 2.31% | 33 | +6,504 | 1.34% | Q4 2025 | Feb 12, 2026 |
| Meredith Wealth Planning | History | Added to | 489,427 | 15,497 | 4.61% | 4.56% | 34 | +15,724 | 3.32% | Q4 2025 | Jan 16, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 484,539 | 15,342 | 2.39% | 2.32% | 35 | +3,684 | 0.77% | Q4 2025 | Jan 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 446,797 | 14,147 | 0.19% | 0.25% | 36 | +7,516 | 1.71% | Q4 2025 | Feb 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 446,468 | 14,137 | 4.14% | 4.24% | 37 | -10,377 | -2.27% | Q4 2025 | Jan 08, 2026 |
| STOLZ & ASSOCIATES, PS | History | New | 422,779 | 13,387 | 10.33% | — | 38 | +422,779 | New | Q4 2025 | Feb 06, 2026 |
| 25 LLC | History | Added to | 420,052 | 13,300 | 4.22% | 0.09% | 39 | +410,884 | 4481.72% | Q4 2025 | Jan 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 418,645 | 13,256 | 0.14% | 0.01% | 40 | +399,237 | 2057.07% | Q4 2025 | Jan 23, 2026 |
| Envision Financial Planning, LLC | History | Reduced | 413,832 | 13,104 | 4.95% | 5.34% | 41 | -589 | -0.14% | Q4 2025 | Feb 17, 2026 |
| Grunden Financial Advisory, Inc. | History | Added to | 410,432 | 12,996 | 5.08% | 4.87% | 42 | +16,305 | 4.14% | Q4 2025 | Jan 27, 2026 |
| Three Arch Wealth Management LLC | History | New | 404,835 | 12,819 | 2.4% | — | 43 | +404,835 | New | Q4 2025 | Feb 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 404,494 | 12,808 | 0.24% | 0.26% | 44 | -34,250 | -7.81% | Q4 2025 | Feb 10, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 391,491 | 12,396 | 0.09% | 0.1% | 45 | +12,633 | 3.33% | Q4 2025 | Feb 18, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 387,374 | 12,266 | 4.84% | 4.56% | 46 | +18,233 | 4.94% | Q4 2025 | Jan 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 381,360 | 12,075 | 0.0% | 0.0% | 47 | +34,348 | 9.9% | Q4 2025 | Feb 17, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 368,012 | 11,653 | 1.33% | 1.19% | 48 | +34,941 | 10.49% | Q4 2025 | Jan 29, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 346,807 | 10,981 | 0.52% | 0.56% | 49 | +1,767 | 0.51% | Q4 2025 | Jan 12, 2026 |
| United Wealth Management, LLC | History | Added to | 333,904 | 10,573 | 2.73% | 2.67% | 50 | +10,837 | 3.35% | Q4 2025 | Feb 11, 2026 |
| LPL Financial LLC | History | Added to | 320,434 | 10,146 | 0.0% | 0.0% | 51 | +166,339 | 107.95% | Q4 2025 | Feb 11, 2026 |
| Timonier Family Office, LTD. | History | Added to | 317,032 | 10,038 | 3.19% | 2.95% | 52 | +21,083 | 7.12% | Q4 2025 | Feb 04, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 306,779 | 9,714 | 3.41% | 3.7% | 53 | -9,353 | -2.96% | Q4 2025 | Jan 13, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 305,780 | 9,682 | 3.49% | 3.58% | 54 | -8,170 | -2.6% | Q4 2025 | Jan 14, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 300,125 | 9,503 | 1.67% | 1.52% | 55 | +24,724 | 8.98% | Q4 2025 | Jan 15, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Added to | 295,015 | 9,341 | 0.04% | 0.04% | 56 | +25,594 | 9.5% | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 278,778 | 8,827 | 1.25% | 1.25% | 57 | +17,785 | 6.81% | Q4 2025 | Jan 12, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 277,923 | 8,800 | 2.68% | 2.45% | 58 | +38,629 | 16.14% | Q4 2025 | Jan 16, 2026 |
| Oceanside Advisors LLC | History | Reduced | 274,498 | 8,691 | 5.27% | 5.26% | 59 | -2,307 | -0.83% | Q4 2025 | Jan 26, 2026 |
| AE Wealth Management LLC | History | Reduced | 270,707 | 8,571 | 0.05% | 0.06% | 60 | -13,839 | -4.86% | Q4 2025 | Jan 26, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 265,664 | 8,412 | 1.21% | 1.15% | 61 | +28,719 | 12.12% | Q4 2025 | Feb 09, 2026 |
| Navigoe, LLC | History | Added to | 256,783 | 8,131 | 5.02% | 4.98% | 62 | +177 | 0.07% | Q4 2025 | Feb 03, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 255,259 | 8,082 | 1.74% | 1.71% | 63 | +11,905 | 4.89% | Q4 2025 | Jan 20, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 250,027 | 7,917 | 0.01% | 0.02% | 64 | -109,055 | -30.37% | Q4 2025 | Feb 12, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 249,320 | 7,894 | 1.02% | 1.11% | 65 | -10,298 | -3.97% | Q4 2025 | Feb 04, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 229,327 | 7,261 | 0.03% | 0.04% | 66 | -70,785 | -23.59% | Q4 2025 | Feb 18, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 229,300 | 7,260 | 0.23% | 0.24% | 67 | -48,366 | -17.42% | Q4 2025 | Jan 09, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 224,009 | 7,093 | 0.26% | 0.29% | 68 | +17,948 | 8.71% | Q4 2025 | Feb 09, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 222,664 | 7,050 | 4.8% | 4.51% | 69 | +4,984 | 2.29% | Q4 2025 | Jan 16, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 215,584 | 6,826 | 3.55% | 3.5% | 70 | +5,163 | 2.45% | Q4 2025 | Jan 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 207,960 | 6,585 | 0.05% | 0.06% | 71 | -3,239 | -1.53% | Q4 2025 | Feb 17, 2026 |
| MB Generational Wealth, LLC | History | Added to | 201,766 | 6,388 | 3.38% | 3.76% | 72 | +6,759 | 3.47% | Q4 2025 | Feb 10, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 201,234 | 6,372 | 0.01% | 0.01% | 73 | -1,592 | -0.78% | Q4 2025 | Feb 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 199,463 | 6,316 | 0.01% | 0.01% | 74 | -61 | -0.03% | Q4 2025 | Feb 12, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 198,653 | 6,290 | 3.03% | 2.84% | 75 | +10,298 | 5.47% | Q4 2025 | Jan 14, 2026 |
| SB Capital Management Inc | History | New | 197,080 | 6,240 | 2.29% | — | 76 | +197,080 | New | Q4 2025 | Feb 20, 2026 |
| Savvy Advisors, Inc. | History | Added to | 195,774 | 6,199 | 0.2% | 0.26% | 77 | +6,383 | 3.37% | Q4 2025 | Jan 20, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 186,130 | 5,893 | 0.05% | 0.04% | 78 | -54,950 | -22.79% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 174,595 | 5,782 | 0.14% | 0.14% | 79 | +2,956 | 1.72% | Q4 2025 | Jan 28, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 175,671 | 5,562 | 0.88% | 0.8% | 80 | +15,422 | 9.62% | Q4 2025 | Jan 14, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 174,460 | 5,524 | 2.76% | 2.34% | 81 | +34,435 | 24.59% | Q4 2025 | Jan 20, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 171,416 | 5,427 | 2.41% | 2.32% | 82 | +13,610 | 8.62% | Q4 2025 | Jan 16, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 171,171 | 5,420 | 0.12% | — | 83 | +171,171 | New | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 170,132 | 5,387 | 0.73% | — | 84 | +170,132 | New | Q4 2025 | Feb 09, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Added to | 167,425 | 5,301 | 1.91% | 2.04% | 85 | +13,117 | 8.5% | Q4 2025 | Jan 21, 2026 |
| ROYAL BANK OF CANADA | History | New | 167,123 | 5,292 | 0.0% | — | 86 | +167,123 | New | Q4 2025 | Feb 17, 2026 |
| BetterWealth, LLC | History | Reduced | 166,572 | 5,274 | 1.2% | 1.22% | 87 | -1,779 | -1.06% | Q4 2025 | Jan 15, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 163,737 | 5,184 | 1.88% | 1.75% | 88 | +14,936 | 10.04% | Q4 2025 | Jan 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 161,334 | 5,110 | 0.01% | 0.01% | 89 | +15,697 | 10.78% | Q4 2025 | Feb 17, 2026 |
| Financial Connections Group, Inc. | History | Added to | 156,407 | 4,952 | 1.7% | 0.26% | 90 | +134,312 | 607.88% | Q4 2025 | Jan 23, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Reduced | 156,015 | 4,940 | 3.06% | 3.25% | 91 | -4,793 | -2.98% | Q4 2025 | Feb 10, 2026 |
| Applied Capital LLC | History | Reduced | 152,358 | 4,824 | 1.86% | 1.87% | 92 | -371 | -0.24% | Q4 2025 | Jan 16, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 147,217 | 4,661 | 0.86% | 0.3% | 93 | +109,354 | 288.81% | Q4 2025 | Jan 26, 2026 |
| Waterfront Wealth Inc. | History | Added to | 134,876 | 4,502 | 0.86% | 0.85% | 94 | +234 | 0.17% | Q4 2025 | Jan 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 141,882 | 4,492 | 0.02% | 0.01% | 95 | +54,279 | 61.96% | Q4 2025 | Feb 13, 2026 |
| Composition Wealth, LLC | History | No change | 137,620 | 4,357 | 0.06% | 0.06% | 96 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Disciplined Investments, LLC | History | Added to | 134,886 | 4,271 | 1.64% | 1.52% | 97 | +9,350 | 7.45% | Q4 2025 | Feb 05, 2026 |
| Vestment Financial LLC | History | Added to | 129,376 | 4,229 | 2.19% | 2.21% | 98 | +3,343 | 2.65% | Q4 2025 | Jan 23, 2026 |
| Trailhead Planners LLC | History | New | 124,573 | 3,944 | 3.87% | — | 99 | +124,573 | New | Q4 2025 | Feb 12, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | Added to | 120,943 | 3,829 | 1.48% | 1.35% | 100 | +7,913 | 7.0% | Q4 2025 | Feb 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 120,880 | 3,827 | 0.01% | 0.01% | 101 | -164 | -0.14% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 119,948 | 3,798 | 0.0% | 0.0% | 102 | +4,401 | 3.81% | Q4 2025 | Feb 11, 2026 |
| Foundry Financial LLC | History | New | 116,494 | 3,688 | 1.94% | — | 103 | +116,494 | New | Q4 2025 | Feb 17, 2026 |
| Yeomans Consulting Group, Inc. | History | Added to | 115,905 | 3,670 | 1.08% | 1.21% | 104 | +1,969 | 1.73% | Q4 2025 | Jan 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 114,528 | 3,626 | 0.03% | 0.03% | 105 | +1,126 | 0.99% | Q4 2025 | Feb 12, 2026 |
| Evanson Asset Management, LLC | History | Added to | 113,404 | 3,590 | 0.19% | 0.19% | 106 | +1,431 | 1.28% | Q4 2025 | Jan 12, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 108,894 | 3,448 | 0.4% | 0.39% | 107 | +915 | 0.85% | Q4 2025 | Jan 15, 2026 |
| Abel Hall, LLC | History | Reduced | 106,934 | 3,386 | 0.79% | 1.32% | 108 | -450 | -0.42% | Q4 2025 | Feb 17, 2026 |
| PFG Advisors | History | Added to | 105,011 | 3,325 | 0.16% | 0.13% | 109 | +3,731 | 3.68% | Q4 2025 | Jan 27, 2026 |
| Blue Trust, Inc. | History | Added to | 104,675 | 3,314 | 0.04% | 0.03% | 110 | +4,717 | 4.72% | Q4 2025 | Jan 16, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 102,340 | 3,240 | 0.28% | 0.26% | 111 | +6,400 | 6.67% | Q4 2025 | Feb 06, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 102,291 | 3,239 | 1.84% | 1.69% | 112 | +12,851 | 14.37% | Q4 2025 | Feb 13, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 102,214 | 3,236 | 0.56% | 0.59% | 113 | -3,396 | -3.22% | Q4 2025 | Feb 12, 2026 |
| Friday Financial | History | Added to | 100,630 | 3,186 | 1.12% | 0.78% | 114 | +38,957 | 63.17% | Q4 2025 | Jan 09, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 99,845 | 3,161 | 0.03% | 0.02% | 115 | +27,274 | 37.58% | Q4 2025 | Feb 13, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 99,703 | 3,157 | 0.54% | 0.49% | 116 | +6,937 | 7.48% | Q4 2025 | Feb 09, 2026 |
| Ferguson Johnson Wealth Management Inc | History | New | 95,698 | 3,030 | 2.52% | — | 117 | +95,698 | New | Q4 2025 | Feb 06, 2026 |
| Quantinno Capital Management LP | History | Added to | 89,257 | 2,826 | 0.01% | 0.0% | 118 | +48,200 | 117.4% | Q4 2025 | Feb 17, 2026 |
| Austin Asset Management Co Inc | History | Added to | 84,916 | 2,688 | 0.44% | 0.46% | 119 | +2,793 | 3.4% | Q4 2025 | Feb 04, 2026 |
| Torren Management, LLC | History | New | 81,786 | 2,589 | 1.32% | — | 120 | +81,786 | New | Q4 2025 | Jan 30, 2026 |
| Edge Financial Advisors LLC | History | Added to | 81,458 | 2,579 | 1.09% | 1.05% | 121 | +4,679 | 6.09% | Q4 2025 | Jan 28, 2026 |
| HBE Wealth Management, LLC | History | New | 79,590 | 2,520 | 2.37% | — | 122 | +79,590 | New | Q4 2025 | Jan 20, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 76,189 | 2,412 | 2.13% | — | 123 | +76,189 | New | Q4 2025 | Feb 05, 2026 |
| TABLEAUX LLC | History | Reduced | 75,170 | 2,406 | 1.7% | 1.42% | 124 | -41,238 | -35.43% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 72,095 | 2,282 | 0.0% | 0.0% | 125 | +5,378 | 8.06% | Q4 2025 | Feb 17, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 72,053 | 2,281 | 0.93% | 0.92% | 126 | +159 | 0.22% | Q4 2025 | Jan 09, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 71,240 | 2,255 | 0.42% | 0.37% | 127 | +3,983 | 5.92% | Q4 2025 | Jan 27, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 68,681 | 2,224 | 0.21% | 0.21% | 128 | +2,021 | 3.03% | Q4 2025 | Jan 22, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 69,999 | 2,216 | 0.0% | 0.0% | 130 | -370,507 | -84.11% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 70,014 | 2,216 | 0.0% | 0.0% | 129 | +11,339 | 19.33% | Q4 2025 | Feb 18, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 69,114 | 2,188 | 0.76% | 0.73% | 131 | +1,268 | 1.87% | Q4 2025 | Feb 04, 2026 |
| Corus Family Wealth Advisors | History | Added to | 69,055 | 2,186 | 1.74% | 1.29% | 132 | +11,540 | 20.06% | Q4 2025 | Feb 04, 2026 |
| Emprise Bank | History | Added to | 67,728 | 2,144 | 0.89% | 0.2% | 133 | +52,359 | 340.68% | Q4 2025 | Jan 28, 2026 |
| NWAM LLC | History | Added to | 65,868 | 2,143 | 0.12% | 0.11% | 134 | +2,435 | 3.84% | Q4 2025 | Feb 04, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 66,090 | 2,092 | 0.04% | 0.04% | 135 | +2,369 | 3.72% | Q4 2025 | Jan 14, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 64,727 | 2,049 | 0.4% | 0.37% | 136 | +6,981 | 12.09% | Q4 2025 | Feb 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 64,458 | 2,041 | 0.01% | 0.0% | 137 | +9,658 | 17.62% | Q4 2025 | Feb 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 63,897 | 2,023 | 0.07% | 0.21% | 138 | -114,465 | -64.18% | Q4 2025 | Feb 06, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 62,470 | 1,978 | 0.58% | 0.5% | 139 | -14 | -0.02% | Q4 2025 | Feb 06, 2026 |
| Generations Wealth, LLC | History | New | 60,746 | 1,923 | 1.97% | — | 140 | +60,746 | New | Q4 2025 | Feb 13, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 60,454 | 1,914 | 0.3% | 0.29% | 141 | +1,115 | 1.88% | Q4 2025 | Jan 21, 2026 |
| Betterment LLC | History | Added to | 56,550 | 1,791 | 0.0% | 0.0% | 142 | +890 | 1.6% | Q4 2025 | Feb 12, 2026 |
| Sollinda Capital Management LLC | History | Added to | 55,030 | 1,742 | 0.44% | 0.29% | 143 | +20,217 | 58.07% | Q4 2025 | Jan 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 54,790 | 1,734 | 0.0% | 0.0% | 144 | -110,586 | -66.87% | Q4 2025 | Feb 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 54,094 | 1,712 | 0.62% | 0.58% | 145 | +1,275 | 2.41% | Q4 2025 | Jan 22, 2026 |
| McCartney Wealth Management LLC | History | New | 50,554 | 1,600 | 1.38% | — | 146 | +50,554 | New | Q4 2025 | Feb 17, 2026 |
| BluePrint Investing LLC | History | New | 49,487 | 1,567 | 1.25% | — | 147 | +49,487 | New | Q4 2025 | Feb 05, 2026 |
| City State Bank | History | Added to | 48,256 | 1,528 | 0.42% | 0.27% | 148 | +17,475 | 56.77% | Q4 2025 | Jan 28, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 48,005 | 1,520 | 0.31% | 0.23% | 149 | +14,781 | 44.49% | Q4 2025 | Jan 09, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 47,280 | 1,497 | 0.11% | 0.11% | 150 | -1,808 | -3.68% | Q4 2025 | Feb 03, 2026 |
| Strategent Financial, LLC | History | Added to | 47,146 | 1,492 | 0.94% | 0.95% | 151 | +3,512 | 8.05% | Q4 2025 | Jan 29, 2026 |
| BDFS Capital LLC | History | New | 46,120 | 1,460 | 0.74% | — | 152 | +46,120 | New | Q4 2025 | Feb 26, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 45,621 | 1,444 | 0.43% | 0.25% | 153 | +18,887 | 70.65% | Q4 2025 | Feb 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 44,644 | 1,413 | 0.0% | 0.0% | 154 | -2,823 | -5.95% | Q4 2025 | Feb 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 44,181 | 1,398 | 0.07% | 0.05% | 155 | +10,544 | 31.35% | Q4 2025 | Feb 11, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 43,447 | 1,375 | 0.2% | 0.21% | 156 | -497 | -1.13% | Q4 2025 | Feb 06, 2026 |
| WorthPointe, LLC | History | Added to | 43,373 | 1,373 | 0.36% | 0.11% | 157 | +34,127 | 369.1% | Q4 2025 | Jan 26, 2026 |
| Everest Management Corp. | History | No change | 42,866 | 1,357 | 0.76% | 0.83% | 158 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Breakwater Capital Group | History | Reduced | 42,039 | 1,331 | 0.19% | 0.19% | 160 | -261 | -0.62% | Q4 2025 | Jan 09, 2026 |
| M Holdings Securities, Inc. | History | No change | 42,019 | 1,331 | 0.1% | 0.27% | 159 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ASPIRIANT, LLC | History | No change | 39,901 | 1,263 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 39,130 | 1,238 | 0.3% | 0.35% | 162 | -4,889 | -11.11% | Q4 2025 | Feb 27, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 37,919 | 1,200 | 0.66% | 0.64% | 163 | +1,007 | 2.73% | Q4 2025 | Jan 21, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 37,393 | 1,184 | 0.43% | 0.41% | 164 | +1,697 | 4.75% | Q4 2025 | Jan 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 36,093 | 1,142 | 0.01% | 0.01% | 165 | +6,117 | 20.41% | Q4 2025 | Jan 29, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 36,041 | 1,141 | 0.95% | 0.95% | 166 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 35,890 | 1,136 | 0.71% | 0.66% | 167 | +3,051 | 9.29% | Q4 2025 | Feb 24, 2026 |
| RAM Investment Partners, LLC | History | Added to | 35,610 | 1,127 | 0.2% | 0.11% | 168 | +15,910 | 80.76% | Q4 2025 | Feb 12, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 35,090 | 1,111 | 0.65% | 0.66% | 169 | -303 | -0.86% | Q4 2025 | Jan 13, 2026 |
| Quadrature Capital Ltd | History | New | 32,813 | 1,039 | 0.01% | — | 170 | +32,813 | New | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 32,642 | 1,033 | 0.0% | 0.0% | 171 | +9,975 | 44.01% | Q4 2025 | Feb 17, 2026 |
| Austin Private Wealth, LLC | History | Added to | 32,394 | 1,025 | 0.08% | 0.07% | 172 | +949 | 3.02% | Q4 2025 | Jan 20, 2026 |
| MORGAN STANLEY | History | Added to | 30,337 | 960 | 0.0% | 0.0% | 173 | +739 | 2.5% | Q4 2025 | Feb 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 30,158 | 954 | 0.0% | 0.0% | 174 | +22,893 | 315.11% | Q4 2025 | Feb 13, 2026 |
| Approach Retirement Advisors, LLC | History | New | 30,069 | 952 | 0.82% | — | 175 | +30,069 | New | Q4 2025 | Jan 29, 2026 |
| Belleair Asset Management, LLC | History | New | 30,032 | 950 | 0.9% | — | 176 | +30,032 | New | Q4 2025 | Jan 30, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 29,301 | 927 | 0.05% | 0.05% | 177 | +231 | 0.79% | Q4 2025 | Mar 04, 2026 |
| Creative Planning | History | Added to | 28,636 | 906 | 0.0% | 0.0% | 178 | +6,559 | 29.71% | Q4 2025 | Feb 17, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 28,232 | 893 | 0.05% | 0.05% | 179 | -38 | -0.13% | Q4 2025 | Jan 30, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Reduced | 27,940 | 884 | 0.53% | 0.54% | 180 | -1,400 | -4.77% | Q4 2025 | Jan 26, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 27,548 | 872 | 0.06% | 0.03% | 181 | +13,051 | 90.03% | Q4 2025 | Jan 21, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 26,916 | 852 | 0.04% | 0.02% | 182 | +12,848 | 91.33% | Q4 2025 | Jan 29, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 26,905 | 851 | 0.11% | — | 183 | +26,905 | New | Q4 2025 | Feb 04, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 26,806 | 848 | 0.46% | 0.46% | 184 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 25,118 | 795 | 0.34% | 0.34% | 185 | -581 | -2.26% | Q4 2025 | Jan 28, 2026 |
| UBS Group AG | History | Added to | 24,589 | 778 | 0.0% | 0.0% | 186 | +3,316 | 15.59% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 24,355 | 771 | 0.0% | 0.0% | 187 | -1,084 | -4.26% | Q4 2025 | Feb 02, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | New | 23,915 | 757 | 0.35% | — | 188 | +23,915 | New | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 23,788 | 753 | 0.03% | 0.03% | 189 | -511 | -2.1% | Q4 2025 | Feb 17, 2026 |
| Empire Financial Management Company, LLC | History | New | 23,141 | 732 | 0.16% | — | 190 | +23,141 | New | Q4 2025 | Feb 12, 2026 |
| Parkwoods Wealth Partners, LLC | History | New | 22,746 | 720 | 0.21% | — | 191 | +22,746 | New | Q4 2025 | Jan 15, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 22,685 | 718 | 0.27% | 0.28% | 192 | -668 | -2.86% | Q4 2025 | Jan 08, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Added to | 21,927 | 694 | 0.23% | 0.21% | 193 | +2,241 | 11.38% | Q4 2025 | Jan 20, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Added to | 20,789 | 658 | 0.52% | 0.45% | 194 | +3,070 | 17.33% | Q4 2025 | Feb 09, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | New | 19,701 | 652 | 0.71% | — | 195 | +19,701 | New | Q4 2025 | Mar 02, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 18,857 | 647 | 0.4% | 0.4% | 196 | -1,056 | -5.3% | Q4 2025 | Feb 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 20,326 | 643 | 0.01% | 0.01% | 197 | -842 | -3.98% | Q4 2025 | Feb 19, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 20,097 | 636 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 19,636 | 621 | 0.05% | 0.05% | 199 | -1,509 | -7.14% | Q4 2025 | Feb 17, 2026 |
| Vantage Point Financial LLC | History | Added to | 19,385 | 613 | 0.22% | 0.13% | 200 | +8,494 | 77.99% | Q4 2025 | Feb 02, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 19,122 | 605 | 0.01% | 0.01% | 201 | -1,996 | -9.45% | Q4 2025 | Jan 22, 2026 |
| CITIGROUP INC | History | Added to | 18,544 | 587 | 0.0% | 0.0% | 202 | +2,722 | 17.2% | Q4 2025 | Feb 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 17,010 | 538 | 0.01% | — | 203 | +17,010 | New | Q4 2025 | Feb 17, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 16,756 | 530 | 0.33% | 0.25% | 204 | +3,719 | 28.53% | Q4 2025 | Jan 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 16,098 | 509 | 0.01% | 0.01% | 205 | +2,292 | 16.6% | Q4 2025 | Jan 20, 2026 |
| Diversify Advisory Services, LLC | History | New | 15,429 | 506 | 0.02% | — | 206 | +15,429 | New | Q4 2025 | Jan 23, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 15,758 | 499 | 0.22% | 0.24% | 207 | -1,975 | -11.14% | Q4 2025 | Jan 15, 2026 |
| Vistica Wealth Advisors, LLC | History | New | 15,610 | 494 | 0.49% | — | 208 | +15,610 | New | Q4 2025 | Feb 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 15,157 | 479 | 0.0% | 0.0% | 209 | -29 | -0.19% | Q4 2025 | Feb 17, 2026 |
| Excelsior Advisor Network LLC | History | New | 14,892 | 471 | 0.23% | — | 210 | +14,892 | New | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 14,732 | 466 | 0.0% | 0.0% | 211 | +464 | 3.25% | Q4 2025 | Feb 10, 2026 |
| CHOREO, LLC | History | Added to | 14,058 | 447 | 0.01% | 0.01% | 212 | +45 | 0.32% | Q4 2025 | Jan 23, 2026 |
| Landing Point Financial Group, LLC | History | Reduced | 13,487 | 427 | 0.21% | 0.22% | 213 | -412 | -2.96% | Q4 2025 | Feb 11, 2026 |
| GTS SECURITIES LLC | History | Reduced | 13,357 | 422 | 0.01% | 0.02% | 214 | -7,651 | -36.42% | Q4 2025 | Feb 13, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 13,162 | 416 | 0.11% | 0.11% | 215 | -307 | -2.28% | Q4 2025 | Jan 22, 2026 |
| CWM, LLC | History | Added to | 12,967 | 411 | 0.0% | 0.0% | 216 | +3,634 | 38.94% | Q4 2025 | Jan 26, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 12,975 | 410 | 0.2% | 0.17% | 217 | +1,615 | 14.22% | Q4 2025 | Feb 13, 2026 |
| Tranquility Partners, LLC | History | Added to | 12,946 | 409 | 0.15% | 0.13% | 218 | +121 | 0.94% | Q4 2025 | Feb 03, 2026 |
| Cascade Wealth Advisors, Inc | History | Reduced | 11,674 | 391 | 0.18% | 0.18% | 219 | -39 | -0.33% | Q4 2025 | Feb 04, 2026 |
| GEM Asset Management, LLC | History | Added to | 11,943 | 386 | 0.17% | 0.16% | 220 | +902 | 8.17% | Q4 2025 | Jan 09, 2026 |
| CGN Advisors LLC | History | No change | 12,078 | 382 | 0.03% | 0.03% | 221 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Brookstone Capital Management | History | Added to | 11,836 | 374 | 0.0% | 0.0% | 222 | +1,896 | 19.07% | Q4 2025 | Jan 15, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 11,707 | 370 | 0.04% | 0.04% | 223 | +2,206 | 23.22% | Q4 2025 | Jan 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 11,499 | 364 | 0.01% | 0.01% | 224 | -2,545 | -18.12% | Q4 2025 | Feb 12, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | New | 10,975 | 347 | 0.34% | — | 225 | +10,975 | New | Q4 2025 | Jan 26, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 10,913 | 345 | 0.0% | 0.0% | 226 | +6,233 | 133.18% | Q4 2025 | Feb 11, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 10,925 | 345 | 0.03% | 0.03% | 227 | -844 | -7.17% | Q4 2025 | Jan 23, 2026 |
| Donalies Financial Planning, LLC | History | New | 10,747 | 340 | 0.29% | — | 228 | +10,747 | New | Q4 2025 | Feb 17, 2026 |
| Unison Advisors LLC | History | Added to | 10,532 | 333 | 0.03% | 0.03% | 229 | +40 | 0.38% | Q4 2025 | Jan 21, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 10,476 | 331 | 0.13% | 0.42% | 230 | -20,279 | -65.94% | Q4 2025 | Jan 20, 2026 |
| Caprock Group, LLC | History | Added to | 10,352 | 327 | 0.01% | 0.01% | 231 | +1,328 | 14.72% | Q4 2025 | Jan 28, 2026 |
| Advisory Services Network, LLC | History | Added to | 10,189 | 322 | 0.0% | 0.0% | 232 | +315 | 3.19% | Q4 2025 | Feb 17, 2026 |
| Centennial Bank/AR/ | History | Reduced | 9,875 | 312 | 0.12% | 0.13% | 234 | -1,086 | -9.91% | Q4 2025 | Feb 17, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 9,855 | 312 | 0.12% | 0.13% | 233 | -640 | -6.1% | Q4 2025 | Feb 13, 2026 |
| DOVER ADVISORS, LLC | History | Added to | 9,829 | 311 | 0.12% | 0.12% | 235 | +100 | 1.03% | Q4 2025 | Feb 10, 2026 |
| FMR LLC | History | Reduced | 9,677 | 306 | 0.0% | 0.0% | 236 | -6,663 | -40.78% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 9,636 | 305 | 0.0% | 0.0% | 237 | -59 | -0.61% | Q4 2025 | Feb 12, 2026 |
| Noble Family Wealth, LLC | History | Added to | 9,586 | 303 | 0.06% | 0.05% | 238 | +1,405 | 17.17% | Q4 2025 | Jan 07, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 9,416 | 298 | 0.1% | 0.14% | 239 | -1,604 | -14.56% | Q4 2025 | Feb 06, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 9,290 | 294 | 0.01% | — | 240 | +9,290 | New | Q4 2025 | Feb 13, 2026 |
| Mattern Wealth Management LLC | History | No change | 9,218 | 291 | 0.06% | 0.06% | 241 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 9,186 | 290 | 0.03% | 0.04% | 242 | +7 | 0.08% | Q4 2025 | Jan 28, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 9,030 | 285 | 0.18% | — | 243 | +9,030 | New | Q4 2025 | Feb 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,416 | 272 | 0.0% | 0.0% | 244 | +32 | 0.38% | Q4 2025 | Jan 08, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 8,443 | 267 | 0.19% | 0.17% | 245 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| MATAURO, LLC | History | Added to | 8,431 | 266 | 0.04% | 0.04% | 246 | +32 | 0.38% | Q4 2025 | Jan 16, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 7,946 | 251 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| First Financial Group Corp | History | Reduced | 7,715 | 244 | 0.21% | 0.3% | 248 | -3,599 | -31.81% | Q4 2025 | Jan 28, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 7,617 | 241 | 0.16% | 0.17% | 249 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| O'Brien Wealth Partners LLC | History | New | 7,490 | 237 | 0.03% | — | 251 | +7,490 | New | Q4 2025 | Jan 22, 2026 |
| Diversified Trust Co | History | No change | 7,500 | 237 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Jan 09, 2026 |
| AWM CAPITAL, LLC | History | Added to | 7,419 | 234 | 0.02% | 0.02% | 253 | +28 | 0.38% | Q4 2025 | Feb 17, 2026 |
| Syverson Strege & Co | History | No change | 7,396 | 234 | 0.06% | 0.05% | 252 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Arkadios Wealth Advisors | History | New | 7,375 | 233 | 0.0% | — | 254 | +7,375 | New | Q4 2025 | Feb 13, 2026 |
| Compound Planning, Inc. | History | Reduced | 7,321 | 231 | 0.01% | 0.01% | 255 | -5,737 | -43.93% | Q4 2025 | Feb 19, 2026 |
| XY Planning Network, Inc. | History | New | 7,232 | 229 | 0.04% | — | 257 | +7,232 | New | Q4 2025 | Jan 26, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 7,251 | 229 | 0.09% | 0.09% | 256 | +9 | 0.12% | Q4 2025 | Jan 14, 2026 |
| Capstone Wealth Management, Inc. | History | New | 7,121 | 227 | 0.2% | — | 258 | +7,121 | New | Q4 2025 | Feb 20, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 7,081 | 224 | 0.05% | 0.05% | 259 | -8 | -0.11% | Q4 2025 | Jan 15, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 7,047 | 223 | 0.0% | 0.02% | 260 | -55,830 | -88.79% | Q4 2025 | Feb 13, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | New | 7,065 | 223 | 0.1% | — | 262 | +7,065 | New | Q4 2025 | Jan 15, 2026 |
| Summit Financial, LLC | History | New | 7,044 | 223 | 0.0% | — | 261 | +7,044 | New | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 6,987 | 221 | 0.0% | 0.0% | 263 | +968 | 16.08% | Q4 2025 | Feb 13, 2026 |
| Shearwater Capital LLC | History | No change | 6,978 | 220 | 0.13% | 0.13% | 264 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Zhang Financial LLC | History | New | 6,859 | 217 | 0.01% | — | 266 | +6,859 | New | Q4 2025 | Feb 10, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 6,865 | 217 | 0.03% | 0.03% | 265 | -664 | -8.82% | Q4 2025 | Feb 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 6,852 | 216 | 0.01% | — | 267 | +6,852 | New | Q4 2025 | Jan 23, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 6,697 | 212 | 0.06% | 0.06% | 268 | -390 | -5.5% | Q4 2025 | Jan 28, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 6,504 | 207 | 0.07% | 0.09% | 269 | -615 | -8.64% | Q4 2025 | Feb 11, 2026 |
| SCRATCH CAPITAL LLC | History | New | 6,405 | 202 | 0.13% | — | 270 | +6,405 | New | Q4 2025 | Jan 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 6,064 | 192 | 0.04% | 0.03% | 271 | +981 | 19.3% | Q4 2025 | Feb 10, 2026 |
| Spire Wealth Management | History | No change | 5,930 | 187 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| MASECO LLP | History | Added to | 4,790 | 151 | 0.01% | 0.01% | 273 | +19 | 0.4% | Q4 2025 | Jan 22, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 4,565 | 144 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,537 | 143 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 4,154 | 131 | 0.0% | 0.0% | 276 | +4 | 0.1% | Q4 2025 | Feb 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 4,136 | 130 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 3,850 | 121 | 0.0% | — | 278 | +3,850 | New | Q4 2025 | Feb 05, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 3,636 | 115 | 0.03% | 0.03% | 279 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | No change | 3,546 | 112 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Milestone Investment Advisors LLC | History | New | 3,257 | 103 | 0.02% | — | 281 | +3,257 | New | Q4 2025 | Feb 11, 2026 |
| Operose Advisors LLC | History | Added to | 3,251 | 102 | 0.02% | 0.0% | 282 | +2,883 | 783.42% | Q4 2025 | Feb 10, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 3,053 | 96 | 0.06% | 0.06% | 283 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,024 | 95 | 0.0% | 0.0% | 284 | -828 | -21.5% | Q4 2025 | Jan 30, 2026 |
| American Capital Advisory, LLC | History | No change | 2,719 | 86 | 0.04% | 0.04% | 285 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | New | 2,664 | 84 | 0.0% | — | 286 | +2,664 | New | Q4 2025 | Feb 06, 2026 |
| CX Institutional | History | Added to | 2,011 | 64 | 0.0% | 0.0% | 287 | +8 | 0.4% | Q4 2025 | Feb 02, 2026 |
| CNB Bank | History | No change | 1,854 | 58 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Reduced | 1,507 | 47 | 0.0% | 0.0% | 289 | -7 | -0.46% | Q4 2025 | Jan 29, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 1,450 | 45 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Arax Advisory Partners | History | New | 1,278 | 40 | 0.0% | — | 291 | +1,278 | New | Q4 2025 | Feb 13, 2026 |
| RHL GROUP, LLC | History | New | 1,270 | 40 | 0.03% | — | 292 | +1,270 | New | Q4 2025 | Feb 09, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 1,216 | 38 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | No change | 1,177 | 37 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 1,144 | 36 | 0.01% | 0.01% | 295 | +5 | 0.44% | Q4 2025 | Feb 04, 2026 |
| WealthShield Partners, LLC | History | Added to | 1,096 | 34 | 0.0% | 0.0% | 297 | +4 | 0.37% | Q4 2025 | Feb 03, 2026 |
| AlphaCore Capital LLC | History | No change | 1,098 | 34 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 1,045 | 33 | 0.01% | 0.01% | 298 | +4 | 0.38% | Q4 2025 | Jan 29, 2026 |
| Oakworth Capital, Inc. | History | No change | 988 | 31 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Planning Project LLC | History | New | 784 | 24 | 0.01% | — | 301 | +784 | New | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 774 | 24 | 0.0% | 0.0% | 300 | +100 | 14.84% | Q4 2025 | Feb 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 754 | 23 | 0.01% | — | 302 | +754 | New | Q4 2025 | Feb 10, 2026 |
| Millstone Evans Group, LLC | History | Added to | 750 | 23 | 0.01% | 0.01% | 303 | +90 | 13.64% | Q4 2025 | Feb 02, 2026 |
| Geneos Wealth Management Inc. | History | New | 661 | 20 | 0.0% | — | 304 | +661 | New | Q4 2025 | Jan 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 595 | 19 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 570 | 18 | 0.0% | — | 306 | +570 | New | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 557 | 17 | 0.0% | 0.0% | 307 | +296 | 113.41% | Q4 2025 | Mar 16, 2026 |
| Wealth Watch Advisors, INC | History | New | 444 | 14 | 0.01% | — | 308 | +444 | New | Q4 2025 | Feb 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 434 | 13 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 403 | 12 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Team Financial Group, LLC | History | No change | 330 | 10 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Coston, McIsaac & Partners | History | New | 208 | 6 | 0.0% | — | 312 | +208 | New | Q4 2025 | Feb 03, 2026 |
| BlackRock, Inc. | History | No change | 194 | 6 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quent Capital, LLC | History | New | 161 | 5 | 0.0% | — | 314 | +161 | New | Q4 2025 | Jan 29, 2026 |
| FAS Wealth Partners, Inc. | History | New | 127 | 4 | 0.0% | — | 315 | +127 | New | Q4 2025 | Feb 18, 2026 |
| IFP Advisors, Inc | History | No change | 128 | 4 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Glassman Wealth Services | History | No change | 144 | 4 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Triumph Capital Management | History | New | 110 | 3 | 0.0% | — | 318 | +110 | New | Q4 2025 | Feb 12, 2026 |
| Root Financial Partners, LLC | History | Reduced | 84 | 2 | 0.0% | 0.0% | 321 | -54 | -39.13% | Q4 2025 | Feb 10, 2026 |
| ASSETMARK, INC | History | Added to | 78 | 2 | 0.0% | — | 320 | +46 | 143.75% | Q4 2025 | Jan 23, 2026 |
| MAI Capital Management | History | No change | 67 | 2 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 67 | 2 | 0.03% | 0.03% | 322 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Integrity Financial Corp /WA | History | No change | 34 | 1 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -338,208 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 1.15% | — | -236,945 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -182,716 | -100.0% | Q3 2025 | Nov 12, 2025 |
| My Personal CFO, LLC | History | Closed out | 0 | 0 | — | 1.75% | — | -148,801 | -100.0% | Q3 2025 | Oct 21, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -63,408 | -100.0% | Q3 2025 | Nov 14, 2025 |
| EARNED WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -19,343 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -18,373 | -100.0% | Q3 2025 | Oct 30, 2025 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -18,352 | -100.0% | Q3 2025 | Oct 31, 2025 |
| Arlington Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,517 | -100.0% | Q3 2025 | Oct 10, 2025 |
| Beacon Financial Advisory LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,739 | -100.0% | Q3 2025 | Oct 29, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,689 | -100.0% | Q3 2025 | Nov 14, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,806 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Brookwood Investment Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,800 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Astoria Portfolio Advisors LLC. | History | Closed out | 0 | 0 | — | 0.06% | — | -6,860 | -100.0% | Q3 2025 | Oct 09, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -375 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Kozak & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -124 | -100.0% | Q3 2025 | Nov 18, 2025 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |