Dimensional ETF Trust - DISV
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | History | Added to | 13,780,968 | 523,676 | 0.6% | 0.77% | 1 | +470,390 | 3.53% | Q4 2025 | Feb 13, 2026 |
| MATHER GROUP, LLC. | History | Added to | 5,872,164 | 223,142 | 2.3% | 2.11% | 2 | +8,193 | 0.14% | Q4 2025 | Jan 13, 2026 |
| Forum Financial Management, LP | History | Reduced | 5,821,654 | 221,222 | 2.88% | 2.89% | 3 | -87,097 | -1.47% | Q4 2025 | Jan 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 2,624,226 | 99,720 | 1.22% | 0.92% | 4 | +355,802 | 15.68% | Q4 2025 | Feb 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 2,157,319 | 81,978 | 1.5% | 1.46% | 5 | +49,452 | 2.35% | Q4 2025 | Jan 23, 2026 |
| Cerity Partners LLC | History | Added to | 1,275,292 | 48,461 | 0.07% | 0.07% | 6 | +73,609 | 6.13% | Q4 2025 | Feb 11, 2026 |
| Asset Dedication, LLC | History | Reduced | 1,238,418 | 47,059 | 3.09% | 3.0% | 7 | -13,613 | -1.09% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,210,864 | 46,012 | 0.05% | 0.05% | 8 | +1,381 | 0.11% | Q4 2025 | Feb 06, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,166,843 | 44,340 | 0.01% | 0.01% | 9 | +25,605 | 2.24% | Q4 2025 | Feb 17, 2026 |
| Evanson Asset Management, LLC | History | Added to | 1,142,904 | 43,430 | 2.34% | 2.21% | 10 | +45,407 | 4.14% | Q4 2025 | Jan 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,086,838 | 41,299 | 0.06% | 0.02% | 11 | +745,674 | 218.57% | Q4 2025 | Mar 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,055,356 | 40,103 | 0.0% | 0.0% | 12 | +497,363 | 89.13% | Q4 2025 | Feb 17, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 978,849 | 37,842 | 3.58% | 3.59% | 13 | -6,338 | -0.64% | Q4 2025 | Jan 22, 2026 |
| Savant Capital, LLC | History | Added to | 984,370 | 37,406 | 0.21% | 0.18% | 14 | +149,564 | 17.92% | Q4 2025 | Feb 10, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 894,766 | 34,001 | 3.34% | 3.22% | 15 | +3,979 | 0.45% | Q4 2025 | Feb 13, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Added to | 867,166 | 33,524 | 4.95% | 4.2% | 16 | +495,105 | 133.07% | Q4 2025 | Jan 07, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 876,248 | 33,297 | 1.05% | 0.84% | 17 | +157,990 | 22.0% | Q4 2025 | Jan 30, 2026 |
| Creative Planning | History | Added to | 869,614 | 33,045 | 0.02% | 0.02% | 18 | +22,911 | 2.71% | Q4 2025 | Feb 17, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Reduced | 827,183 | 31,705 | 7.95% | 8.09% | 19 | -33,560 | -3.9% | Q4 2025 | Jan 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 816,988 | 31,045 | 0.01% | 0.01% | 20 | +14,206 | 1.77% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 773,982 | 29,411 | 0.01% | 0.01% | 21 | +260,114 | 50.62% | Q4 2025 | Feb 10, 2026 |
| Premier Financial Group | History | Reduced | 735,070 | 27,985 | 7.3% | 7.99% | 22 | -104,447 | -12.44% | Q4 2025 | Feb 09, 2026 |
| Planning Center, Inc. | History | Reduced | 732,271 | 27,826 | 2.84% | 3.04% | 23 | -79,886 | -9.84% | Q4 2025 | Feb 02, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 660,239 | 25,089 | 2.73% | 2.87% | 24 | -69,379 | -9.51% | Q4 2025 | Jan 16, 2026 |
| Integris Wealth Management, LLC | History | Added to | 643,572 | 24,455 | 5.57% | 5.42% | 25 | +18,977 | 3.04% | Q4 2025 | Jan 21, 2026 |
| Integrated Wealth Concepts LLC | History | New | 635,340 | 24,142 | 0.29% | — | 26 | +635,340 | New | Q4 2025 | Feb 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 617,133 | 23,858 | 0.03% | 0.03% | 27 | -10,655 | -1.7% | Q4 2025 | Jan 08, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 582,980 | 22,153 | 1.04% | 0.96% | 28 | +26,126 | 4.69% | Q4 2025 | Jan 29, 2026 |
| NorthAvenue LLC | History | New | 544,353 | 20,685 | 17.12% | — | 29 | +544,353 | New | Q4 2025 | Apr 02, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 525,147 | 19,955 | 2.4% | 2.2% | 30 | +24,177 | 4.83% | Q4 2025 | Jan 21, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 523,119 | 19,878 | 0.23% | 0.23% | 31 | -30,265 | -5.47% | Q4 2025 | Jan 21, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 510,837 | 19,411 | 3.13% | 3.12% | 32 | +10,937 | 2.19% | Q4 2025 | Jan 28, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 500,000 | 19,000 | 0.0% | 0.0% | 33 | +94,334 | 23.25% | Q4 2025 | Feb 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 496,410 | 18,863 | 0.11% | 0.1% | 34 | +26,955 | 5.74% | Q4 2025 | Feb 03, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 487,049 | 18,507 | 5.97% | 0.22% | 35 | +450,225 | 1222.64% | Q4 2025 | Jan 27, 2026 |
| Equita Financial Network, Inc. | History | Added to | 484,115 | 18,396 | 5.54% | 5.37% | 36 | +39,045 | 8.77% | Q4 2025 | Jan 29, 2026 |
| Financial Harvest, LLC | History | Added to | 483,093 | 18,357 | 11.33% | 11.07% | 37 | +22,517 | 4.89% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | New | 480,429 | 18,347 | 0.7% | — | 38 | +480,429 | New | Q4 2025 | Feb 13, 2026 |
| Miramar Fiduciary Corp | History | Reduced | 470,135 | 17,865 | 13.82% | 13.65% | 39 | -17,481 | -3.58% | Q4 2025 | Jan 27, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 465,092 | 17,673 | 1.98% | 2.07% | 40 | -9,801 | -2.06% | Q4 2025 | Jan 12, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 443,006 | 16,834 | 3.72% | 3.6% | 41 | +404 | 0.09% | Q4 2025 | Feb 06, 2026 |
| MB Generational Wealth, LLC | History | Added to | 436,199 | 16,575 | 8.77% | 9.52% | 42 | +16,321 | 3.89% | Q4 2025 | Feb 10, 2026 |
| von Borstel & Associates, Inc. | History | Added to | 429,849 | 16,334 | 3.83% | 2.35% | 43 | +2,210 | 0.52% | Q4 2025 | Feb 12, 2026 |
| LRI Investments, LLC | History | Reduced | 423,681 | 16,099 | 1.3% | 1.28% | 44 | -12,921 | -2.96% | Q4 2025 | Feb 04, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 411,309 | 15,629 | 3.17% | 3.27% | 45 | +2,520 | 0.62% | Q4 2025 | Jan 09, 2026 |
| William Mack & Associates, Inc. | History | Added to | 399,201 | 15,169 | 7.14% | 4.89% | 46 | +144,573 | 56.78% | Q4 2025 | Feb 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 386,748 | 14,696 | 0.1% | 0.11% | 47 | +26,844 | 7.46% | Q4 2025 | Feb 18, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 372,406 | 14,151 | 0.19% | 0.25% | 48 | -2,325 | -0.62% | Q4 2025 | Feb 06, 2026 |
| Seaside Wealth Management, Inc. | History | Reduced | 364,574 | 13,853 | 3.95% | 3.91% | 49 | -4,290 | -1.16% | Q4 2025 | Feb 17, 2026 |
| Betterment LLC | History | Added to | 361,688 | 13,744 | 0.03% | 0.02% | 50 | +19,865 | 5.81% | Q4 2025 | Feb 12, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 358,120 | 13,608 | 1.62% | 1.58% | 51 | -4,774 | -1.32% | Q4 2025 | Feb 17, 2026 |
| Krilogy Financial LLC | History | Reduced | 324,798 | 13,242 | 0.45% | 0.43% | 52 | -1,171 | -0.36% | Q4 2025 | Jan 27, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 345,213 | 13,118 | 1.08% | 0.94% | 53 | -60 | -0.02% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | New | 342,439 | 13,012 | 0.05% | — | 54 | +342,439 | New | Q4 2025 | Feb 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 341,490 | 12,976 | 0.29% | 0.45% | 55 | -30,566 | -8.22% | Q4 2025 | Feb 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 336,978 | 12,805 | 0.11% | 0.07% | 56 | +82,076 | 32.2% | Q4 2025 | Jan 05, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 330,674 | 12,565 | 0.59% | 0.52% | 57 | -25,800 | -7.24% | Q4 2025 | Jan 15, 2026 |
| Guardian Wealth Management, LLC | History | New | 327,128 | 12,430 | 3.94% | — | 58 | +327,128 | New | Q4 2025 | Jan 20, 2026 |
| Sensible Money, LLC | History | Reduced | 316,945 | 12,043 | 3.85% | 3.95% | 59 | -8,706 | -2.67% | Q4 2025 | Feb 09, 2026 |
| United Wealth Management, LLC | History | Added to | 307,502 | 11,685 | 3.02% | 2.94% | 60 | +4,729 | 1.56% | Q4 2025 | Feb 11, 2026 |
| Kilner Capital Advisors, LLC | History | New | 299,126 | 11,366 | 10.85% | — | 61 | +299,126 | New | Q4 2025 | Feb 11, 2026 |
| Twin Cities Retirement Group LLC | History | New | 298,061 | 11,326 | 10.93% | — | 62 | +298,061 | New | Q4 2025 | Feb 09, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 296,858 | 11,280 | 3.4% | 3.32% | 63 | +1,923 | 0.65% | Q4 2025 | Jan 27, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 295,443 | 11,226 | 4.76% | 4.56% | 64 | +2,559 | 0.87% | Q4 2025 | Jan 12, 2026 |
| SEVEN MILE ADVISORY | History | Added to | 294,510 | 11,191 | 1.92% | 1.68% | 65 | +2,740 | 0.94% | Q4 2025 | Feb 13, 2026 |
| Hassell Wealth Management, LLC | History | Reduced | 275,842 | 10,909 | 3.65% | 3.58% | 66 | -13,253 | -4.58% | Q4 2025 | Jan 26, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Reduced | 286,798 | 10,898 | 5.16% | 5.04% | 67 | -5,203 | -1.78% | Q4 2025 | Feb 10, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 282,443 | 10,732 | 5.16% | 4.95% | 68 | +2,598 | 0.93% | Q4 2025 | Jan 14, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 278,344 | 10,577 | 1.04% | 1.51% | 69 | -15,367 | -5.23% | Q4 2025 | Feb 05, 2026 |
| DRAVO BAY LLC | History | Added to | 275,198 | 10,457 | 4.35% | 4.17% | 70 | +10,527 | 3.98% | Q4 2025 | Jan 27, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Added to | 264,218 | 10,040 | 5.85% | 5.27% | 71 | +17,994 | 7.31% | Q4 2025 | Jan 28, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 261,202 | 9,926 | 1.14% | 0.98% | 72 | +29,368 | 12.67% | Q4 2025 | Jan 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 254,737 | 9,683 | 0.01% | 0.01% | 73 | +21,071 | 9.02% | Q4 2025 | Feb 17, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 251,923 | 9,573 | 1.52% | 1.5% | 74 | +724 | 0.29% | Q4 2025 | Jan 16, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 250,187 | 9,507 | 2.54% | 2.71% | 75 | -25,431 | -9.23% | Q4 2025 | Jan 23, 2026 |
| Financial Architects, LLC | History | Added to | 247,530 | 9,406 | 5.06% | 4.94% | 76 | +4,175 | 1.72% | Q4 2025 | Jan 21, 2026 |
| SB Capital Management Inc | History | New | 246,850 | 9,380 | 3.44% | — | 77 | +246,850 | New | Q4 2025 | Feb 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 246,073 | 9,350 | 0.01% | 0.02% | 78 | -29,624 | -10.75% | Q4 2025 | Feb 18, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 245,914 | 9,344 | 5.3% | 5.22% | 79 | +10,177 | 4.32% | Q4 2025 | Feb 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 241,914 | 9,192 | 0.34% | 0.39% | 80 | +11,644 | 5.06% | Q4 2025 | Feb 09, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 238,950 | 9,080 | 2.67% | 2.37% | 81 | +44,343 | 22.79% | Q4 2025 | Jan 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 234,274 | 8,902 | 1.28% | 1.21% | 82 | +21,721 | 10.22% | Q4 2025 | Feb 09, 2026 |
| Yardley Wealth Management LLC | History | Reduced | 234,001 | 8,892 | 4.73% | 4.83% | 83 | -8,195 | -3.38% | Q4 2025 | Feb 05, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 228,250 | 8,851 | 5.31% | 5.24% | 84 | +1,944 | 0.86% | Q4 2025 | Jan 12, 2026 |
| Greenline Partners, LLC | History | No change | 225,334 | 8,562 | 0.98% | 0.98% | 85 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Symmetry Inc | History | Added to | 222,789 | 8,465 | 3.45% | 3.47% | 86 | +5,565 | 2.56% | Q4 2025 | Jan 28, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 217,485 | 8,264 | 1.9% | 1.83% | 87 | +4,019 | 1.88% | Q4 2025 | Jan 06, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 216,051 | 8,209 | 2.48% | 2.49% | 88 | +2,130 | 1.0% | Q4 2025 | Jan 22, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Reduced | 213,408 | 8,109 | 2.47% | 2.66% | 89 | -18,908 | -8.14% | Q4 2025 | Jan 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 212,746 | 8,084 | 0.09% | 0.06% | 90 | +92,732 | 77.27% | Q4 2025 | Jan 23, 2026 |
| SACHEM HILL LLC | History | Reduced | 212,640 | 8,080 | 1.57% | 1.56% | 91 | -5,722 | -2.62% | Q4 2025 | Feb 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 211,910 | 8,052 | 0.0% | 0.0% | 92 | +14,641 | 7.42% | Q4 2025 | Feb 18, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 209,712 | 7,969 | 0.03% | 0.05% | 93 | -81,412 | -27.96% | Q4 2025 | Feb 18, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 209,545 | 7,962 | 0.01% | 0.0% | 94 | +208,515 | 20244.17% | Q4 2025 | Mar 16, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Reduced | 202,506 | 7,695 | 4.54% | 5.01% | 95 | -10,986 | -5.15% | Q4 2025 | Feb 02, 2026 |
| Advisory Alpha, LLC | History | Added to | 199,911 | 7,596 | 0.21% | 0.19% | 96 | +6,053 | 3.12% | Q4 2025 | Feb 06, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 199,325 | 7,574 | 2.66% | 3.14% | 97 | -9,266 | -4.44% | Q4 2025 | Feb 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 190,390 | 7,234 | 0.01% | 0.01% | 98 | -5,055 | -2.59% | Q4 2025 | Feb 12, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 177,933 | 7,232 | 0.18% | 0.17% | 99 | +452 | 0.25% | Q4 2025 | Jan 28, 2026 |
| 25 LLC | History | Added to | 183,836 | 6,985 | 2.22% | 0.17% | 100 | +169,541 | 1186.02% | Q4 2025 | Jan 15, 2026 |
| LAM GROUP, INC. | History | Reduced | 181,650 | 6,902 | 3.95% | 4.09% | 101 | -3,390 | -1.83% | Q4 2025 | Jan 23, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 179,257 | 6,811 | 3.02% | 2.95% | 102 | +8,104 | 4.73% | Q4 2025 | Jan 16, 2026 |
| Astra Wealth Partners LLC | History | Added to | 174,867 | 6,644 | 3.91% | 3.89% | 103 | +11,178 | 6.83% | Q4 2025 | Feb 02, 2026 |
| BetterWealth, LLC | History | Reduced | 167,429 | 6,362 | 1.45% | 1.44% | 104 | -2,408 | -1.42% | Q4 2025 | Jan 15, 2026 |
| Vistica Wealth Advisors, LLC | History | New | 164,860 | 6,264 | 6.24% | — | 105 | +164,860 | New | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | Reduced | 163,873 | 6,227 | 0.27% | 0.27% | 106 | -2,463 | -1.48% | Q4 2025 | Feb 10, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 158,244 | 6,013 | 3.32% | 3.29% | 107 | -1,910 | -1.19% | Q4 2025 | Jan 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 156,681 | 5,953 | 0.01% | 0.01% | 108 | +420 | 0.27% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 156,301 | 5,939 | 0.01% | 0.0% | 109 | +15,616 | 11.1% | Q4 2025 | Feb 13, 2026 |
| BWM Planning, LLC | History | Added to | 150,557 | 5,721 | 1.53% | 1.6% | 110 | +121 | 0.08% | Q4 2025 | Jan 14, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 148,849 | 5,656 | 2.23% | 2.08% | 111 | +5,773 | 4.03% | Q4 2025 | Jan 27, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 147,128 | 5,590 | 0.0% | 0.0% | 112 | -1,298 | -0.87% | Q4 2025 | Feb 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 146,601 | 5,570 | 0.26% | 0.24% | 113 | +19,487 | 15.33% | Q4 2025 | Jan 12, 2026 |
| Clarity Wealth Development LLC | History | Added to | 146,020 | 5,548 | 4.69% | 4.26% | 114 | +15,074 | 11.51% | Q4 2025 | Feb 11, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 145,062 | 5,512 | 0.71% | 0.8% | 115 | -13,286 | -8.39% | Q4 2025 | Feb 04, 2026 |
| LPL Financial LLC | History | Added to | 142,382 | 5,410 | 0.0% | 0.0% | 116 | +34,952 | 32.53% | Q4 2025 | Feb 11, 2026 |
| Yeomans Consulting Group, Inc. | History | Reduced | 140,272 | 5,330 | 1.56% | 3.94% | 117 | -178,822 | -56.04% | Q4 2025 | Jan 07, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 139,457 | 5,299 | 1.92% | 1.58% | 118 | +25,062 | 21.91% | Q4 2025 | Jan 15, 2026 |
| Abel Hall, LLC | History | Reduced | 137,899 | 5,240 | 1.22% | 1.99% | 119 | -384 | -0.28% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 136,772 | 5,197 | 0.0% | 0.0% | 120 | -7,075 | -4.92% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 135,489 | 5,149 | 0.01% | 0.01% | 121 | +55,837 | 70.1% | Q4 2025 | Jan 26, 2026 |
| Avant Financial Advisors LLC | History | Added to | 133,502 | 5,073 | 3.65% | 3.55% | 122 | +1,322 | 1.0% | Q4 2025 | Jan 15, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 132,482 | 5,034 | 0.92% | 0.07% | 123 | +891 | 0.68% | Q4 2025 | Mar 04, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Added to | 130,112 | 4,944 | 1.34% | 1.18% | 124 | +1,055 | 0.82% | Q4 2025 | Jan 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 129,255 | 4,911 | 0.0% | 0.0% | 125 | +2,262 | 1.78% | Q4 2025 | Feb 10, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 127,443 | 4,842 | 0.76% | 0.68% | 126 | +11,478 | 9.9% | Q4 2025 | Jan 14, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Reduced | 127,174 | 4,832 | 2.99% | 3.12% | 127 | -4,251 | -3.23% | Q4 2025 | Feb 10, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 125,273 | 4,760 | 3.26% | 3.25% | 128 | -3,198 | -2.49% | Q4 2025 | Jan 05, 2026 |
| Burk Holdings LLC | History | Added to | 123,746 | 4,702 | 2.24% | 2.11% | 129 | +12,816 | 11.55% | Q4 2025 | Feb 12, 2026 |
| Navigoe, LLC | History | Added to | 122,385 | 4,650 | 2.87% | 2.72% | 130 | +2,888 | 2.42% | Q4 2025 | Feb 03, 2026 |
| Foundry Financial LLC | History | New | 117,281 | 4,456 | 2.34% | — | 131 | +117,281 | New | Q4 2025 | Feb 17, 2026 |
| Tillman Hartley LLC | History | Reduced | 116,920 | 4,443 | 1.12% | 1.17% | 132 | -9,870 | -7.78% | Q4 2025 | Feb 13, 2026 |
| Visionary Wealth Advisors | History | Added to | 115,642 | 4,394 | 0.2% | 0.15% | 133 | +27,182 | 30.73% | Q4 2025 | Feb 13, 2026 |
| Kaufman Rossin Wealth, LLC | History | Reduced | 114,579 | 4,354 | 2.27% | 2.31% | 134 | -3,741 | -3.16% | Q4 2025 | Jan 14, 2026 |
| Efficient Advisors, LLC | History | Added to | 114,208 | 4,339 | 0.25% | 0.21% | 135 | +11,119 | 10.79% | Q4 2025 | Jan 21, 2026 |
| ROYAL BANK OF CANADA | History | New | 113,076 | 4,296 | 0.0% | — | 136 | +113,076 | New | Q4 2025 | Feb 17, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 111,903 | 4,252 | 1.21% | 1.11% | 137 | +9,042 | 8.79% | Q4 2025 | Feb 17, 2026 |
| Vestment Financial LLC | History | Added to | 108,749 | 4,240 | 2.2% | 2.2% | 138 | +1,120 | 1.04% | Q4 2025 | Jan 23, 2026 |
| Ruedi Wealth Management, Inc. | History | Reduced | 109,113 | 4,146 | 1.09% | 1.1% | 139 | -1,465 | -1.32% | Q4 2025 | Feb 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 106,291 | 4,039 | 0.0% | 0.0% | 140 | +38,352 | 56.45% | Q4 2025 | Feb 17, 2026 |
| Emprise Bank | History | Reduced | 105,885 | 4,023 | 1.67% | 1.64% | 141 | -792 | -0.74% | Q4 2025 | Jan 28, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 105,068 | 3,992 | 0.04% | 0.03% | 142 | +25,035 | 31.28% | Q4 2025 | Feb 13, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 103,550 | 3,934 | 0.94% | 0.88% | 143 | +8,031 | 8.41% | Q4 2025 | Jan 12, 2026 |
| BIP Wealth, LLC | History | Added to | 101,240 | 3,847 | 0.14% | 0.13% | 144 | +27,513 | 37.32% | Q4 2025 | Jan 21, 2026 |
| Spire Wealth Management | History | Added to | 97,320 | 3,698 | 0.12% | 0.11% | 145 | +3,078 | 3.27% | Q4 2025 | Jan 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 96,606 | 3,671 | 0.03% | 0.03% | 146 | -4,517 | -4.47% | Q4 2025 | Feb 12, 2026 |
| HMV Wealth Advisors, LLC | History | Reduced | 95,851 | 3,642 | 1.82% | 1.91% | 147 | -1,336 | -1.37% | Q4 2025 | Jan 20, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 95,579 | 3,632 | 0.94% | 0.89% | 148 | +2,070 | 2.21% | Q4 2025 | Feb 06, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 89,592 | 3,569 | 1.81% | 1.56% | 149 | +14,057 | 18.61% | Q4 2025 | Jan 27, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 93,733 | 3,561 | 0.41% | 0.4% | 150 | -566 | -0.6% | Q4 2025 | Feb 06, 2026 |
| M Holdings Securities, Inc. | History | New | 93,449 | 3,551 | 0.25% | — | 151 | +93,449 | New | Q4 2025 | Feb 11, 2026 |
| Arax Advisory Partners | History | New | 92,837 | 3,527 | 0.1% | — | 152 | +92,837 | New | Q4 2025 | Feb 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 92,802 | 3,526 | 0.03% | 0.02% | 153 | +33,884 | 57.51% | Q4 2025 | Feb 17, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 92,630 | 3,519 | 1.44% | 1.18% | 154 | +15,699 | 20.41% | Q4 2025 | Jan 08, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 92,211 | 3,504 | 0.07% | 0.08% | 155 | -27,412 | -22.92% | Q4 2025 | Feb 10, 2026 |
| Grunden Financial Advisory, Inc. | History | Added to | 90,463 | 3,437 | 1.34% | 1.28% | 156 | +2,316 | 2.63% | Q4 2025 | Jan 27, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 89,488 | 3,400 | 3.0% | — | 157 | +89,488 | New | Q4 2025 | Feb 05, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Reduced | 88,979 | 3,381 | 1.57% | 1.64% | 158 | -560 | -0.63% | Q4 2025 | Jan 26, 2026 |
| McLean Asset Management Corp | History | Added to | 82,856 | 3,259 | 0.58% | 0.4% | 159 | +29,288 | 54.67% | Q4 2025 | Jan 16, 2026 |
| Golden Bell Financial Planning LLC | History | Added to | 84,747 | 3,220 | 2.68% | 2.57% | 160 | +1,762 | 2.12% | Q4 2025 | Feb 03, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | New | 83,718 | 3,181 | 1.14% | — | 161 | +83,718 | New | Q4 2025 | Jan 21, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 83,056 | 3,156 | 1.11% | 1.04% | 162 | +2,308 | 2.86% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | Added to | 82,748 | 3,144 | 0.0% | 0.0% | 163 | +15,424 | 22.91% | Q4 2025 | Feb 13, 2026 |
| Vannoy Advisory Group, Inc. | History | Reduced | 82,075 | 3,118 | 1.98% | 2.0% | 164 | -3,816 | -4.44% | Q4 2025 | Jan 15, 2026 |
| Avior Wealth Management, LLC | History | Added to | 80,535 | 3,060 | 0.1% | 0.09% | 165 | +929 | 1.17% | Q4 2025 | Jan 06, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Added to | 77,065 | 2,928 | 0.99% | 0.97% | 166 | +1,379 | 1.82% | Q4 2025 | Jan 20, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Reduced | 75,831 | 2,881 | 1.71% | 1.65% | 167 | -970 | -1.26% | Q4 2025 | Jan 26, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 75,444 | 2,866 | 1.03% | 0.98% | 168 | -484 | -0.64% | Q4 2025 | Jan 22, 2026 |
| Burton Enright Welch | History | Reduced | 72,917 | 2,770 | 0.39% | 0.4% | 169 | -495 | -0.67% | Q4 2025 | Feb 13, 2026 |
| Corus Family Wealth Advisors | History | Reduced | 72,191 | 2,743 | 2.19% | 1.93% | 170 | -1,388 | -1.89% | Q4 2025 | Feb 04, 2026 |
| E6 Portfolios, LLC | History | New | 71,926 | 2,733 | 3.13% | — | 171 | +71,926 | New | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 70,460 | 2,677 | 0.0% | 0.0% | 172 | -22,170 | -23.93% | Q4 2025 | Feb 17, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 70,332 | 2,672 | 0.47% | 0.45% | 173 | +276 | 0.39% | Q4 2025 | Jan 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 70,286 | 2,671 | 0.01% | 0.01% | 174 | +11,157 | 18.87% | Q4 2025 | Feb 11, 2026 |
| Trailhead Planners LLC | History | New | 69,409 | 2,637 | 2.59% | — | 175 | +69,409 | New | Q4 2025 | Feb 12, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 68,552 | 2,604 | 0.39% | 0.38% | 176 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 66,026 | 2,508 | 0.01% | 0.01% | 177 | -2,361 | -3.45% | Q4 2025 | Feb 13, 2026 |
| Aurelius Family Office LLC | History | Reduced | 63,527 | 2,450 | 1.05% | 1.02% | 178 | -1,039 | -1.61% | Q4 2025 | Jan 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 63,510 | 2,413 | 0.01% | 0.01% | 179 | +2,112 | 3.44% | Q4 2025 | Feb 13, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 63,323 | 2,406 | 0.3% | 0.3% | 180 | +364 | 0.58% | Q4 2025 | Feb 13, 2026 |
| Financially in Tune, LLC | History | New | 61,405 | 2,333 | 2.18% | — | 181 | +61,405 | New | Q4 2025 | Feb 27, 2026 |
| Blue Trust, Inc. | History | Added to | 60,726 | 2,307 | 0.03% | 0.02% | 182 | +2,183 | 3.73% | Q4 2025 | Jan 16, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 59,629 | 2,265 | 0.93% | 0.89% | 183 | +824 | 1.4% | Q4 2025 | Jan 09, 2026 |
| XY Planning Network, Inc. | History | Reduced | 58,971 | 2,240 | 0.39% | 0.91% | 184 | -22,311 | -27.45% | Q4 2025 | Jan 26, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 57,373 | 2,180 | 0.45% | 0.47% | 185 | -5,120 | -8.19% | Q4 2025 | Feb 09, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | New | 52,787 | 2,145 | 2.34% | — | 186 | +52,787 | New | Q4 2025 | Mar 02, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 76,307 | 2,112 | 0.73% | 0.75% | 187 | +10,619 | 16.17% | Q4 2025 | Jan 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 54,117 | 2,056 | 0.0% | 0.0% | 188 | +17,008 | 45.83% | Q4 2025 | Feb 17, 2026 |
| Liberty Capital Management, Inc. | History | Reduced | 53,320 | 2,026 | 0.38% | 0.38% | 189 | -3,494 | -6.15% | Q4 2025 | Jan 26, 2026 |
| Koenig Investment Advisory, LLC | History | New | 46,667 | 2,007 | 1.63% | — | 190 | +46,667 | New | Q4 2025 | Mar 03, 2026 |
| Ferguson Johnson Wealth Management Inc | History | New | 51,842 | 1,969 | 1.64% | — | 191 | +51,842 | New | Q4 2025 | Feb 06, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 50,757 | 1,928 | 1.16% | 1.04% | 192 | +2,780 | 5.79% | Q4 2025 | Feb 10, 2026 |
| PW ADVISORS, LLC \ FL | History | New | 50,411 | 1,915 | 1.54% | — | 193 | +50,411 | New | Q4 2025 | Feb 17, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 49,983 | 1,899 | 0.44% | 0.49% | 194 | -1,237 | -2.42% | Q4 2025 | Jan 15, 2026 |
| RAM Investment Partners, LLC | History | Added to | 49,843 | 1,894 | 0.34% | 0.24% | 195 | +14,026 | 39.16% | Q4 2025 | Feb 12, 2026 |
| NWAM LLC | History | Reduced | 48,179 | 1,830 | 0.1% | 0.1% | 196 | -3,385 | -6.56% | Q4 2025 | Feb 04, 2026 |
| Three Arch Wealth Management LLC | History | New | 47,057 | 1,788 | 0.34% | — | 197 | +47,057 | New | Q4 2025 | Feb 13, 2026 |
| Peirce Capital Management, LLC | History | No change | 47,050 | 1,787 | 0.71% | 0.7% | 198 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 46,989 | 1,785 | 1.29% | 1.28% | 199 | -6,324 | -11.86% | Q4 2025 | Mar 12, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 45,800 | 1,740 | 0.74% | 1.9% | 200 | -81,314 | -63.97% | Q4 2025 | Feb 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 45,228 | 1,719 | 0.0% | 0.0% | 201 | +28,568 | 171.48% | Q4 2025 | Feb 05, 2026 |
| Veratis Advisors, Inc. | History | New | 40,016 | 1,696 | 1.34% | — | 202 | +40,016 | New | Q4 2025 | Feb 18, 2026 |
| Midwest Trust Co | History | Added to | 44,495 | 1,690 | 0.02% | 0.02% | 203 | +9,215 | 26.12% | Q4 2025 | Feb 04, 2026 |
| Matisse Capital | History | No change | 44,100 | 1,675 | 0.75% | 0.71% | 204 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 43,952 | 1,670 | 0.14% | 0.14% | 205 | -43 | -0.1% | Q4 2025 | Jan 23, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 43,182 | 1,640 | 0.19% | 0.18% | 206 | -114 | -0.26% | Q4 2025 | Jan 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 42,743 | 1,624 | 0.06% | 0.06% | 207 | +2,186 | 5.39% | Q4 2025 | Feb 06, 2026 |
| Stratos Investment Management, LLC | History | Added to | 42,379 | 1,610 | 0.06% | 0.06% | 208 | +509 | 1.22% | Q4 2025 | Jan 20, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 41,856 | 1,590 | 0.42% | 0.47% | 209 | -6,640 | -13.69% | Q4 2025 | Jan 14, 2026 |
| Longview Financial Advisors, Inc. | History | Reduced | 41,463 | 1,575 | 1.07% | 1.09% | 210 | -1,350 | -3.15% | Q4 2025 | Feb 02, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 40,639 | 1,544 | 0.37% | 0.39% | 211 | -722 | -1.75% | Q4 2025 | Feb 27, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 39,636 | 1,506 | 0.1% | 0.1% | 212 | -1,422 | -3.46% | Q4 2025 | Jan 26, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | New | 39,170 | 1,488 | 1.4% | — | 213 | +39,170 | New | Q4 2025 | Feb 02, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 38,834 | 1,475 | 0.2% | 0.19% | 214 | -385 | -0.98% | Q4 2025 | Feb 04, 2026 |
| Tortoise Investment Management, LLC | History | No change | 38,741 | 1,472 | 0.13% | 0.12% | 215 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 38,556 | 1,465 | 0.44% | 0.26% | 216 | +15,460 | 66.94% | Q4 2025 | Feb 10, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 38,035 | 1,444 | 0.51% | 0.56% | 217 | -15 | -0.04% | Q4 2025 | Feb 11, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 37,004 | 1,406 | 0.38% | 0.21% | 218 | +17 | 0.05% | Q4 2025 | Jan 27, 2026 |
| McGrath & Associates, Inc. | History | Added to | 36,591 | 1,390 | 1.97% | 1.93% | 219 | +187 | 0.51% | Q4 2025 | Feb 10, 2026 |
| Triumph Capital Management | History | New | 36,199 | 1,375 | 0.3% | — | 220 | +36,199 | New | Q4 2025 | Feb 12, 2026 |
| CSS LLC/IL | History | Added to | 34,851 | 1,324 | 0.06% | 0.05% | 221 | +1,370 | 4.09% | Q4 2025 | Feb 17, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Reduced | 34,816 | 1,322 | 0.83% | 0.96% | 222 | -5,972 | -14.64% | Q4 2025 | Feb 24, 2026 |
| Oceanside Advisors LLC | History | Added to | 34,756 | 1,320 | 0.8% | 0.77% | 223 | +342 | 0.99% | Q4 2025 | Jan 26, 2026 |
| Simplicity Wealth,LLC | History | Added to | 34,498 | 1,310 | 0.08% | 0.07% | 224 | +63 | 0.18% | Q4 2025 | Jan 30, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Added to | 32,845 | 1,248 | 0.7% | 0.67% | 225 | +890 | 2.79% | Q4 2025 | Jan 09, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 32,182 | 1,222 | 0.02% | 0.02% | 226 | +8,939 | 38.46% | Q4 2025 | Feb 05, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 31,959 | 1,214 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Allworth Financial LP | History | New | 31,911 | 1,212 | 0.0% | — | 228 | +31,911 | New | Q4 2025 | Feb 05, 2026 |
| Nautilus Advisors LLC | History | Added to | 31,762 | 1,206 | 0.79% | 0.59% | 229 | +7,367 | 30.2% | Q4 2025 | Jan 22, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 31,321 | 1,190 | 0.02% | 0.02% | 230 | +3,445 | 12.36% | Q4 2025 | Jan 16, 2026 |
| Altiora Financial Group, LLC | History | Added to | 31,176 | 1,184 | 0.2% | 0.2% | 231 | +63 | 0.2% | Q4 2025 | Feb 12, 2026 |
| GTS SECURITIES LLC | History | Added to | 30,667 | 1,165 | 0.04% | 0.01% | 232 | +24,916 | 433.25% | Q4 2025 | Feb 13, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 30,338 | 1,152 | 0.24% | 0.25% | 233 | +100 | 0.33% | Q4 2025 | Feb 03, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 30,272 | 1,150 | 0.25% | 0.16% | 234 | +12,181 | 67.33% | Q4 2025 | Feb 09, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 30,199 | 1,147 | 0.67% | 0.67% | 235 | -527 | -1.72% | Q4 2025 | Jan 13, 2026 |
| MORGAN STANLEY | History | Reduced | 29,636 | 1,126 | 0.0% | 0.0% | 236 | -150 | -0.5% | Q4 2025 | Feb 13, 2026 |
| Approach Retirement Advisors, LLC | History | New | 29,182 | 1,108 | 0.95% | — | 237 | +29,182 | New | Q4 2025 | Jan 29, 2026 |
| Hudson Oak Wealth Advisory LLC | History | New | 28,031 | 1,065 | 0.94% | — | 238 | +28,031 | New | Q4 2025 | Jan 23, 2026 |
| Journey Beyond Wealth, LLC | History | Added to | 27,884 | 1,059 | 0.84% | 0.81% | 239 | +301 | 1.09% | Q4 2025 | Jan 23, 2026 |
| Austin Private Wealth, LLC | History | Added to | 27,672 | 1,051 | 0.08% | 0.07% | 240 | +872 | 3.25% | Q4 2025 | Jan 20, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 27,496 | 1,044 | 0.52% | 0.51% | 241 | +14 | 0.05% | Q4 2025 | Jan 22, 2026 |
| Shearwater Capital LLC | History | Added to | 27,071 | 1,028 | 0.59% | 0.56% | 242 | +827 | 3.15% | Q4 2025 | Jan 13, 2026 |
| LJI Wealth Management, LLC | History | New | 26,921 | 1,023 | 0.16% | — | 243 | +26,921 | New | Q4 2025 | Feb 03, 2026 |
| Porter White Investment Advisors, Inc. | History | Reduced | 26,747 | 1,016 | 0.42% | 0.42% | 244 | -443 | -1.63% | Q4 2025 | Jan 29, 2026 |
| Ballast Financial Advisors LLC | History | New | 26,687 | 1,014 | 1.04% | — | 245 | +26,687 | New | Q4 2025 | Feb 17, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 26,526 | 1,007 | 0.06% | 0.13% | 246 | -43,939 | -62.36% | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 26,325 | 1,000 | 0.02% | 0.1% | 247 | -109,809 | -80.66% | Q4 2025 | Feb 17, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 26,111 | 992 | 0.05% | 0.05% | 248 | -851 | -3.16% | Q4 2025 | Mar 04, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 25,752 | 978 | 0.42% | 0.41% | 249 | -273 | -1.05% | Q4 2025 | Jan 15, 2026 |
| Capstone Wealth Management, LLC | History | Added to | 25,645 | 974 | 0.71% | 0.7% | 250 | +54 | 0.21% | Q4 2025 | Jan 20, 2026 |
| Oath Planning, LLC | History | New | 25,020 | 950 | 0.94% | — | 251 | +25,020 | New | Q4 2025 | Feb 12, 2026 |
| BDFS Capital LLC | History | New | 24,940 | 947 | 0.48% | — | 252 | +24,940 | New | Q4 2025 | Feb 26, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 23,095 | 877 | 0.0% | 0.0% | 253 | -1,215 | -5.0% | Q4 2025 | Feb 02, 2026 |
| Greenspring Advisors, LLC | History | Added to | 22,930 | 871 | 0.05% | 0.07% | 254 | +12,167 | 113.04% | Q4 2025 | Feb 10, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | New | 22,798 | 866 | 0.24% | — | 255 | +22,798 | New | Q4 2025 | Jan 14, 2026 |
| HBE Wealth Management, LLC | History | New | 22,787 | 865 | 0.81% | — | 256 | +22,787 | New | Q4 2025 | Jan 20, 2026 |
| Sanctuary Advisors, LLC | History | New | 22,698 | 862 | 0.0% | — | 257 | +22,698 | New | Q4 2025 | Jan 29, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 22,621 | 859 | 0.1% | 0.09% | 258 | +19 | 0.08% | Q4 2025 | Jan 08, 2026 |
| Friday Financial | History | Added to | 22,065 | 838 | 0.3% | 0.33% | 259 | +51 | 0.23% | Q4 2025 | Jan 09, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 21,940 | 833 | 0.39% | 0.38% | 260 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 21,672 | 823 | 0.03% | 0.03% | 261 | -884 | -3.92% | Q4 2025 | Feb 17, 2026 |
| Generations Wealth, LLC | History | New | 21,539 | 818 | 0.84% | — | 262 | +21,539 | New | Q4 2025 | Feb 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 21,477 | 816 | 0.01% | 0.0% | 263 | +1 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 21,109 | 802 | 0.06% | 0.05% | 264 | +2,564 | 13.83% | Q4 2025 | Jan 07, 2026 |
| RB Capital Management, LLC | History | Added to | 21,042 | 799 | 0.16% | 0.15% | 265 | +327 | 1.58% | Q4 2025 | Feb 03, 2026 |
| Passive Capital Management, LLC. | History | No change | 20,881 | 793 | 0.25% | 0.24% | 266 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 18,373 | 785 | 0.48% | 0.45% | 268 | -1,148 | -5.88% | Q4 2025 | Feb 11, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 20,680 | 785 | 0.29% | 0.31% | 267 | -1,124 | -5.16% | Q4 2025 | Jan 08, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 20,580 | 782 | 0.62% | 0.62% | 269 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 20,556 | 781 | 0.02% | 0.02% | 270 | +26 | 0.13% | Q4 2025 | Jan 14, 2026 |
| Faithward Advisors, LLC | History | Added to | 20,305 | 771 | 0.11% | 0.08% | 271 | +5,695 | 38.98% | Q4 2025 | Feb 17, 2026 |
| CogentBlue Wealth Advisors, LLC | History | No change | 19,821 | 753 | 0.51% | 0.48% | 272 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | New | 19,788 | 751 | 0.66% | — | 273 | +19,788 | New | Q4 2025 | Feb 12, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 19,749 | 750 | 0.27% | 0.25% | 274 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ATLas Financial Planning LLC | History | New | 18,804 | 714 | 0.7% | — | 275 | +18,804 | New | Q4 2025 | Feb 17, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 18,677 | 709 | 0.27% | 0.27% | 276 | -175 | -0.93% | Q4 2025 | Feb 09, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 18,510 | 703 | 0.08% | 0.08% | 277 | +28 | 0.15% | Q4 2025 | Jan 28, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 18,175 | 690 | 0.15% | 0.14% | 278 | +709 | 4.06% | Q4 2025 | Feb 10, 2026 |
| DBK Financial Counsel, LLC | History | No change | 17,994 | 683 | 0.52% | 0.54% | 279 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Added to | 17,299 | 657 | 0.16% | 0.14% | 280 | +1,309 | 8.19% | Q4 2025 | Feb 11, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 17,124 | 650 | 0.11% | 0.12% | 281 | -2,097 | -10.91% | Q4 2025 | Feb 04, 2026 |
| RTD Financial Advisors, Inc. | History | New | 17,059 | 648 | 0.08% | — | 282 | +17,059 | New | Q4 2025 | Jan 27, 2026 |
| CITIGROUP INC | History | Added to | 16,991 | 645 | 0.0% | 0.0% | 283 | +4,331 | 34.21% | Q4 2025 | Feb 13, 2026 |
| Vantage Point Financial LLC | History | Added to | 16,894 | 641 | 0.23% | 0.13% | 284 | +7,158 | 73.52% | Q4 2025 | Feb 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 16,412 | 623 | 0.0% | 0.0% | 285 | +1,033 | 6.72% | Q4 2025 | Feb 11, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 16,348 | 621 | 0.08% | 0.08% | 286 | +64 | 0.39% | Q4 2025 | Jan 16, 2026 |
| HANOVER ADVISORS INC | History | No change | 16,040 | 609 | 0.24% | 0.22% | 287 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Platform Wealth Management, LLC | History | New | 15,941 | 605 | 0.16% | — | 288 | +15,941 | New | Q4 2025 | Feb 11, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 15,912 | 604 | 0.1% | 0.05% | 289 | +8,341 | 110.17% | Q4 2025 | Jan 23, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 14,799 | 603 | 0.06% | 0.05% | 290 | +96 | 0.65% | Q4 2025 | Feb 02, 2026 |
| Cogent Private Wealth, Inc. | History | New | 15,797 | 600 | 0.46% | — | 291 | +15,797 | New | Q4 2025 | Feb 10, 2026 |
| Fortis Capital Management LLC | History | New | 15,778 | 599 | 0.08% | — | 292 | +15,778 | New | Q4 2025 | Feb 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 15,051 | 571 | 0.01% | 0.01% | 293 | -3,131 | -17.22% | Q4 2025 | Feb 09, 2026 |
| BluePrint Investing LLC | History | New | 14,914 | 566 | 0.45% | — | 294 | +14,914 | New | Q4 2025 | Feb 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 14,817 | 563 | 0.01% | 0.01% | 295 | -1,232 | -7.68% | Q4 2025 | Jan 20, 2026 |
| Timonier Family Office, LTD. | History | Reduced | 14,688 | 558 | 0.18% | 0.18% | 296 | -973 | -6.21% | Q4 2025 | Feb 04, 2026 |
| Excelsior Advisor Network LLC | History | New | 14,391 | 546 | 0.27% | — | 297 | +14,391 | New | Q4 2025 | Feb 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 14,231 | 540 | 0.0% | 0.0% | 298 | +989 | 7.47% | Q4 2025 | Feb 13, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | New | 14,043 | 533 | 0.29% | — | 299 | +14,043 | New | Q4 2025 | Feb 02, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 13,967 | 530 | 0.1% | 0.09% | 300 | -86 | -0.61% | Q4 2025 | Jan 26, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 13,852 | 526 | 0.01% | 0.01% | 302 | -1,009 | -6.79% | Q4 2025 | Feb 19, 2026 |
| Del-Sette Capital Management, LLC | History | No change | 13,865 | 526 | 0.32% | 0.31% | 301 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 13,504 | 513 | 0.01% | 0.0% | 303 | +8,634 | 177.29% | Q4 2025 | Feb 04, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 13,526 | 513 | 0.09% | 0.08% | 304 | +986 | 7.86% | Q4 2025 | Feb 09, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 13,497 | 512 | 0.08% | 0.08% | 305 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Disciplined Investments, LLC | History | Reduced | 13,385 | 508 | 0.2% | 0.2% | 306 | -1,049 | -7.27% | Q4 2025 | Feb 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 13,147 | 499 | 0.01% | 0.01% | 307 | -2,759 | -17.35% | Q4 2025 | Feb 12, 2026 |
| Arkadios Wealth Advisors | History | New | 12,679 | 481 | 0.01% | — | 308 | +12,679 | New | Q4 2025 | Feb 13, 2026 |
| Breakwater Capital Group | History | Added to | 12,656 | 480 | 0.07% | 0.06% | 309 | +989 | 8.48% | Q4 2025 | Jan 09, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 12,557 | 477 | 0.24% | 0.24% | 310 | +81 | 0.65% | Q4 2025 | Feb 11, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 12,120 | 472 | 0.06% | 0.06% | 311 | -27 | -0.22% | Q4 2025 | Jan 14, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 12,270 | 466 | 0.13% | 0.14% | 312 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Torren Management, LLC | History | New | 11,967 | 454 | 0.23% | — | 313 | +11,967 | New | Q4 2025 | Jan 30, 2026 |
| US BANCORP \DE\ | History | No change | 11,875 | 451 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 11,805 | 448 | 0.01% | 0.01% | 315 | +1,464 | 14.16% | Q4 2025 | Jan 16, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 11,772 | 447 | 0.25% | 0.25% | 316 | -1,421 | -10.77% | Q4 2025 | Jan 14, 2026 |
| Gibson Capital, LLC | History | No change | 11,636 | 442 | 0.08% | 0.08% | 317 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Belleair Asset Management, LLC | History | New | 11,608 | 441 | 0.42% | — | 318 | +11,608 | New | Q4 2025 | Jan 30, 2026 |
| Frankly Finances, LLC | History | New | 11,542 | 438 | 0.38% | — | 319 | +11,542 | New | Q4 2025 | Jan 26, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 11,268 | 428 | 0.29% | 0.28% | 320 | +596 | 5.58% | Q4 2025 | Jan 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 11,200 | 425 | 0.0% | 0.0% | 321 | +72 | 0.65% | Q4 2025 | Feb 17, 2026 |
| McMill Wealth Management | History | Added to | 11,109 | 422 | 0.12% | 0.11% | 322 | +55 | 0.5% | Q4 2025 | Feb 23, 2026 |
| EP Wealth Advisors, LLC | History | New | 10,912 | 414 | 0.0% | — | 323 | +10,912 | New | Q4 2025 | Feb 18, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 10,512 | 399 | 0.14% | — | 324 | +10,512 | New | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 10,461 | 397 | 0.0% | 0.01% | 325 | +461 | 4.61% | Q4 2025 | Jan 29, 2026 |
| Brookstone Capital Management | History | Reduced | 10,223 | 388 | 0.0% | 0.0% | 326 | -674 | -6.19% | Q4 2025 | Jan 15, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 10,159 | 386 | 0.03% | 0.03% | 327 | +45 | 0.44% | Q4 2025 | Feb 03, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 10,110 | 384 | 0.14% | 0.12% | 328 | +203 | 2.05% | Q4 2025 | Jan 30, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 9,814 | 372 | 0.05% | — | 329 | +9,814 | New | Q4 2025 | Jan 27, 2026 |
| Entelevest, LLC | History | New | 9,756 | 370 | 0.37% | — | 330 | +9,756 | New | Q4 2025 | Feb 11, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 9,429 | 358 | 0.03% | 0.04% | 331 | +378 | 4.18% | Q4 2025 | Jan 22, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 9,299 | 353 | 0.04% | 0.13% | 332 | -22,545 | -70.8% | Q4 2025 | Feb 13, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 9,049 | 343 | 0.19% | 0.18% | 333 | +428 | 4.96% | Q4 2025 | Jan 21, 2026 |
| GEN Financial Management, INC. | History | No change | 8,278 | 314 | 0.2% | 0.25% | 334 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 8,197 | 311 | 0.12% | 0.12% | 335 | -448 | -5.18% | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | New | 7,977 | 303 | 0.01% | — | 336 | +7,977 | New | Q4 2025 | Jan 20, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Reduced | 7,838 | 297 | 0.1% | 0.11% | 337 | -1,183 | -13.11% | Q4 2025 | Jan 29, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 7,609 | 289 | 0.0% | 0.0% | 338 | -138 | -1.78% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,471 | 283 | 0.0% | 0.0% | 339 | +4,211 | 129.17% | Q4 2025 | Feb 13, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 7,453 | 283 | 0.2% | 0.19% | 340 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advyzon Investment Management, LLC | History | No change | 7,334 | 278 | 0.03% | 0.04% | 341 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 7,314 | 277 | 0.03% | 0.03% | 342 | -353 | -4.6% | Q4 2025 | Feb 13, 2026 |
| Fisher Asset Management, LLC | History | New | 7,086 | 269 | 0.0% | — | 343 | +7,086 | New | Q4 2025 | Feb 09, 2026 |
| CHOREO, LLC | History | Added to | 7,057 | 269 | 0.0% | 0.0% | 344 | +368 | 5.5% | Q4 2025 | Jan 23, 2026 |
| M Wealth Management, LLC | History | No change | 6,935 | 263 | 0.23% | 0.22% | 345 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| New Dimensions Wealth Management, LLC | History | No change | 6,868 | 260 | 0.22% | 0.21% | 346 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 6,706 | 254 | 0.0% | — | 347 | +6,706 | New | Q4 2025 | Feb 17, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 6,654 | 252 | 0.02% | 0.02% | 348 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HANCOCK WHITNEY CORP | History | New | 6,525 | 247 | 0.0% | — | 349 | +6,525 | New | Q4 2025 | Feb 17, 2026 |
| Family CFO Inc | History | No change | 6,297 | 239 | 0.11% | 0.1% | 350 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Morton Capital Management LLC/CA | History | No change | 6,289 | 238 | 0.04% | 0.04% | 351 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 6,101 | 231 | 0.02% | 0.02% | 352 | -378 | -5.83% | Q4 2025 | Feb 12, 2026 |
| Mutual Advisors, LLC | History | New | 6,011 | 228 | 0.0% | — | 353 | +6,011 | New | Q4 2025 | Feb 02, 2026 |
| Berger Financial Group, Inc | History | Added to | 5,971 | 226 | 0.01% | 0.01% | 354 | +15 | 0.25% | Q4 2025 | Jan 27, 2026 |
| Lauterbach Financial Advisors, LLC | History | New | 5,825 | 221 | 0.11% | — | 355 | +5,825 | New | Q4 2025 | Feb 13, 2026 |
| Clearstead Advisors, LLC | History | New | 5,694 | 216 | 0.0% | — | 356 | +5,694 | New | Q4 2025 | Feb 09, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 5,685 | 216 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 5,665 | 215 | 0.08% | 0.09% | 358 | -282 | -4.74% | Q4 2025 | Jan 30, 2026 |
| Versant Capital Management, Inc | History | Added to | 5,641 | 214 | 0.03% | 0.03% | 359 | +36 | 0.64% | Q4 2025 | Jan 08, 2026 |
| Apella Capital, LLC | History | New | 5,419 | 205 | 0.0% | — | 360 | +5,419 | New | Q4 2025 | Jan 21, 2026 |
| STOLZ & ASSOCIATES, PS | History | New | 5,410 | 205 | 0.16% | — | 361 | +5,410 | New | Q4 2025 | Feb 06, 2026 |
| Frazier Financial Advisors, LLC | History | New | 5,323 | 202 | 0.12% | — | 362 | +5,323 | New | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 5,291 | 201 | 0.0% | 0.0% | 363 | +4,689 | 778.9% | Q4 2025 | Feb 17, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 5,250 | 199 | 0.03% | 0.03% | 364 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 4,861 | 184 | 0.07% | 0.06% | 365 | +27 | 0.56% | Q4 2025 | Jan 09, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 6,060 | 176 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| IFP Advisors, Inc | History | Reduced | 4,223 | 160 | 0.0% | 0.0% | 367 | -96 | -2.22% | Q4 2025 | Feb 06, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 3,680 | 139 | 0.08% | 0.09% | 368 | -429 | -10.44% | Q4 2025 | Feb 02, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 3,326 | 126 | 0.01% | 0.01% | 369 | -493 | -12.91% | Q4 2025 | Feb 03, 2026 |
| BlackRock, Inc. | History | New | 3,313 | 125 | 0.0% | — | 370 | +3,313 | New | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | New | 3,183 | 120 | 0.0% | — | 371 | +3,183 | New | Q4 2025 | Feb 13, 2026 |
| Geneos Wealth Management Inc. | History | New | 3,000 | 114 | 0.0% | — | 372 | +3,000 | New | Q4 2025 | Jan 28, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 2,972 | 112 | 0.02% | 0.02% | 373 | +20 | 0.68% | Q4 2025 | Jan 29, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 2,753 | 104 | 0.01% | 0.01% | 374 | -137 | -4.74% | Q4 2025 | Feb 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,612 | 99 | 0.0% | 0.0% | 375 | +2,500 | 2232.14% | Q4 2025 | Feb 09, 2026 |
| Root Financial Partners, LLC | History | Added to | 2,457 | 93 | 0.0% | 0.0% | 376 | +1,697 | 223.29% | Q4 2025 | Feb 10, 2026 |
| SIGNATUREFD, LLC | History | New | 1,920 | 72 | 0.0% | — | 377 | +1,920 | New | Q4 2025 | Jan 20, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,776 | 67 | 0.0% | 0.0% | 378 | +133 | 8.09% | Q4 2025 | Jan 20, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,709 | 64 | 0.05% | 0.05% | 379 | +11 | 0.65% | Q4 2025 | Jan 26, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 1,581 | 60 | 0.02% | 0.02% | 380 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 1,498 | 56 | 0.02% | 0.02% | 381 | +176 | 13.31% | Q4 2025 | Jan 30, 2026 |
| AE Wealth Management LLC | History | Added to | 1,386 | 52 | 0.0% | 0.0% | 382 | +134 | 10.7% | Q4 2025 | Jan 26, 2026 |
| SHP Wealth Management | History | New | 1,362 | 51 | 0.0% | — | 383 | +1,362 | New | Q4 2025 | Mar 04, 2026 |
| WealthShield Partners, LLC | History | Added to | 1,206 | 45 | 0.0% | 0.0% | 384 | +8 | 0.67% | Q4 2025 | Feb 03, 2026 |
| COMERICA BANK | History | Reduced | 1,135 | 43 | 0.0% | 0.0% | 385 | -5,703 | -83.4% | Q4 2025 | Jan 29, 2026 |
| Ares Financial Consulting, LLC | History | New | 1,146 | 43 | 0.04% | — | 386 | +1,146 | New | Q4 2025 | Jan 30, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,100 | 41 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RHL GROUP, LLC | History | New | 1,068 | 40 | 0.03% | — | 388 | +1,068 | New | Q4 2025 | Feb 09, 2026 |
| Eagle Bay Advisors LLC | History | New | 927 | 35 | 0.03% | — | 389 | +927 | New | Q4 2025 | Jan 23, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 910 | 34 | 0.0% | 0.0% | 390 | -347 | -27.61% | Q4 2025 | Feb 02, 2026 |
| Prudent Man Investment Management, Inc. | History | Added to | 838 | 31 | 0.01% | 0.01% | 391 | +195 | 30.33% | Q4 2025 | Feb 12, 2026 |
| Timmons Wealth Management, LLC | History | New | 785 | 29 | 0.03% | — | 393 | +785 | New | Q4 2025 | Feb 12, 2026 |
| ROGCO, LP | History | New | 775 | 29 | 0.01% | — | 392 | +775 | New | Q4 2025 | Jan 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 741 | 28 | 0.0% | — | 394 | +741 | New | Q4 2025 | Feb 06, 2026 |
| Millstone Evans Group, LLC | History | Added to | 713 | 27 | 0.02% | 0.01% | 395 | +86 | 13.72% | Q4 2025 | Feb 02, 2026 |
| WHITTIER TRUST CO | History | New | 531 | 20 | 0.0% | — | 396 | +531 | New | Q4 2025 | Jan 26, 2026 |
| Providence Capital Advisors, LLC | History | No change | 517 | 19 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wealth Watch Advisors, INC | History | New | 486 | 18 | 0.01% | — | 398 | +486 | New | Q4 2025 | Feb 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 425 | 16 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 382 | 14 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Operose Advisors LLC | History | No change | 384 | 14 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hara Capital LLC | History | Added to | 346 | 13 | 0.01% | 0.0% | 403 | +246 | 246.0% | Q4 2025 | Jan 15, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 367 | 13 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Lodestone Wealth Management LLC | History | New | 206 | 7 | 0.0% | — | 406 | +206 | New | Q4 2025 | Jan 15, 2026 |
| Qube Research & Technologies Ltd | History | New | 194 | 7 | 0.0% | — | 404 | +194 | New | Q4 2025 | Feb 17, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 199 | 7 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Coston, McIsaac & Partners | History | New | 179 | 6 | 0.0% | — | 407 | +179 | New | Q4 2025 | Feb 03, 2026 |
| UBS Group AG | History | Reduced | 150 | 5 | 0.0% | 0.0% | 408 | -3,577 | -95.98% | Q4 2025 | Jan 29, 2026 |
| Quent Capital, LLC | History | New | 137 | 5 | 0.0% | — | 409 | +137 | New | Q4 2025 | Jan 29, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 118 | 4 | 0.0% | 0.0% | 410 | -162 | -57.86% | Q4 2025 | Feb 06, 2026 |
| Strive Financial Group ,LLC | History | New | 85 | 3 | 0.0% | — | 412 | +85 | New | Q4 2025 | Feb 18, 2026 |
| Aspect Partners, LLC | History | No change | 85 | 3 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Rossby Financial, LCC | History | Added to | 60 | 2 | 0.0% | 0.0% | 413 | +18 | 42.86% | Q4 2025 | Feb 12, 2026 |
| Concord Wealth Partners | History | Added to | 40 | 1 | 0.0% | 0.0% | 414 | +4 | 11.11% | Q4 2025 | Jan 29, 2026 |
| Integrity Financial Corp /WA | History | No change | 34 | 1 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kovitz Investment Group Partners, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -763,386 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 1.21% | — | -212,553 | -100.0% | Q3 2025 | Nov 12, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -156,178 | -100.0% | Q3 2025 | Nov 14, 2025 |
| My Personal CFO, LLC | History | Closed out | 0 | 0 | — | 1.58% | — | -114,395 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Discipline Wealth Solutions, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,826 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,294 | -100.0% | Q3 2025 | Oct 09, 2025 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,873 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,514 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,192 | -100.0% | Q3 2025 | Nov 18, 2025 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -580 | -100.0% | Q3 2025 | Oct 21, 2025 |
| TrinityBridge Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -410 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -323 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JDM Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -129 | -100.0% | Q3 2025 | Oct 21, 2025 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q3 2025 | Oct 21, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Sankala Group LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Mar 02, 2026 |
| MAI Capital Management | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |