Dimensional ETF Trust - DUHP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 4 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 44,791,614 | 1,703,425 | 2.6% | 2.69% | 1 | +2,187,002 | 5.13% | Q4 2025 | Feb 18, 2026 |
| Focus Partners Wealth | History | Added to | 19,304,073 | 734,133 | 0.84% | 1.13% | 2 | +716,130 | 3.85% | Q4 2025 | Feb 13, 2026 |
| Forum Financial Management, LP | History | Added to | 8,017,707 | 304,913 | 3.97% | 3.9% | 3 | +472,714 | 6.27% | Q4 2025 | Jan 27, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 7,550,120 | 287,131 | 52.2% | 4.17% | 4 | +622,880 | 8.99% | Q4 2025 | Mar 04, 2026 |
| Corient Private Wealth LLC | History | Added to | 3,310,640 | 125,481 | 0.17% | 0.1% | 5 | +1,573,405 | 90.57% | Q4 2025 | Mar 09, 2026 |
| Allworth Financial LP | History | New | 3,109,379 | 118,249 | 0.48% | — | 6 | +3,109,379 | New | Q4 2025 | Feb 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,069,742 | 116,742 | 0.03% | 0.03% | 7 | +55,661 | 1.85% | Q4 2025 | Feb 10, 2026 |
| Foster Group, Inc. | History | Added to | 2,973,774 | 113,092 | 3.42% | 3.4% | 8 | +106,711 | 3.72% | Q4 2025 | Jan 12, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 2,861,752 | 108,832 | 10.45% | — | 9 | +2,861,752 | New | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,812,155 | 108,296 | 0.15% | 0.16% | 10 | -698 | -0.02% | Q4 2025 | Jan 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 2,791,435 | 106,158 | 1.3% | 1.07% | 11 | +298,106 | 11.96% | Q4 2025 | Feb 11, 2026 |
| ALESCO ADVISORS LLC | History | Added to | 2,616,683 | 99,512 | 2.57% | 2.68% | 12 | +179 | 0.01% | Q4 2025 | Jan 28, 2026 |
| Apella Capital, LLC | History | Added to | 2,598,242 | 98,811 | 1.95% | 1.92% | 13 | +295,787 | 12.85% | Q4 2025 | Jan 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,594,256 | 98,659 | 0.03% | 0.04% | 14 | +94,670 | 3.79% | Q4 2025 | Feb 12, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 2,462,405 | 93,645 | 5.37% | 8.9% | 15 | +92,846 | 3.92% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,337,241 | 88,885 | 0.1% | 0.1% | 16 | -1,171 | -0.05% | Q4 2025 | Feb 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 2,285,721 | 86,926 | 0.74% | 0.63% | 17 | +137,456 | 6.4% | Q4 2025 | Jan 05, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 2,192,684 | 83,387 | 4.6% | 4.05% | 18 | +397,607 | 22.15% | Q4 2025 | Feb 02, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 2,144,055 | 81,538 | 6.11% | 6.18% | 19 | +20,456 | 0.96% | Q4 2025 | Jan 16, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 2,048,402 | 77,900 | 5.37% | 4.96% | 20 | +194,597 | 10.5% | Q4 2025 | Feb 23, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,988,141 | 75,609 | 10.34% | 10.54% | 21 | +11,886 | 0.6% | Q4 2025 | Jan 22, 2026 |
| UBS Group AG | History | Added to | 1,942,217 | 73,862 | 0.01% | 0.01% | 22 | +180,786 | 10.26% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,872,299 | 71,203 | 0.02% | 0.02% | 23 | -6,373 | -0.34% | Q4 2025 | Feb 18, 2026 |
| HB Wealth Management, LLC | History | Added to | 1,828,670 | 69,544 | 0.45% | 0.39% | 24 | +294,808 | 19.22% | Q4 2025 | Jan 28, 2026 |
| LVZ, Inc. | History | Added to | 1,819,770 | 69,205 | 7.74% | 7.7% | 25 | +26,525 | 1.48% | Q4 2025 | Feb 10, 2026 |
| Pathstone Holdings, LLC | History | New | 1,737,036 | 66,059 | 0.25% | — | 26 | +1,737,036 | New | Q4 2025 | Feb 13, 2026 |
| Planning Center, Inc. | History | Reduced | 1,617,442 | 61,511 | 6.28% | 6.81% | 27 | -100,837 | -5.87% | Q4 2025 | Feb 02, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,578,485 | 60,029 | 0.42% | 0.33% | 28 | +541,437 | 52.21% | Q4 2025 | Feb 18, 2026 |
| High Probability Advisors, LLC | History | Added to | 1,521,655 | 57,868 | 7.72% | 7.69% | 29 | +37,641 | 2.54% | Q4 2025 | Jan 29, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 1,380,264 | 52,491 | 15.26% | 14.55% | 30 | -77,203 | -5.3% | Q4 2025 | Feb 06, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 1,346,524 | 51,208 | 3.3% | 3.05% | 31 | +123,991 | 10.14% | Q4 2025 | Jan 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,338,649 | 50,908 | 0.0% | 0.0% | 32 | +10,797 | 0.81% | Q4 2025 | Feb 17, 2026 |
| Clarius Group, LLC | History | Added to | 1,318,039 | 50,125 | 2.86% | 2.9% | 33 | +21,454 | 1.65% | Q4 2025 | Jan 14, 2026 |
| Retirement Solution LLC | History | Added to | 1,298,565 | 49,384 | 10.94% | 11.56% | 34 | +14,883 | 1.16% | Q4 2025 | Jan 29, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 1,272,198 | 48,381 | 9.38% | 9.51% | 35 | +10,927 | 0.87% | Q4 2025 | Feb 13, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 1,268,018 | 48,222 | 12.34% | 12.4% | 36 | -54,992 | -4.16% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,245,002 | 47,347 | 0.64% | 0.85% | 37 | +60,450 | 5.1% | Q4 2025 | Feb 06, 2026 |
| Symmetry Partners, LLC | History | New | 1,221,978 | 46,471 | 2.75% | — | 38 | +1,221,978 | New | Q4 2025 | Jan 27, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 1,219,564 | 46,380 | 5.05% | 5.18% | 39 | -20,442 | -1.65% | Q4 2025 | Jan 16, 2026 |
| Mariner, LLC | History | Reduced | 1,210,531 | 46,036 | 0.05% | 0.06% | 40 | -42,360 | -3.38% | Q4 2025 | Feb 13, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 1,194,874 | 45,441 | 7.07% | 6.98% | 41 | +30,432 | 2.61% | Q4 2025 | Jan 23, 2026 |
| Efficient Advisors, LLC | History | Reduced | 1,130,037 | 42,975 | 2.51% | 2.81% | 42 | -192,199 | -14.54% | Q4 2025 | Jan 21, 2026 |
| Greenspring Advisors, LLC | History | New | 1,109,388 | 42,190 | 2.59% | — | 43 | +1,109,388 | New | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,094,980 | 41,642 | 2.13% | 1.81% | 44 | +315,744 | 40.52% | Q4 2025 | Feb 10, 2026 |
| Burton Enright Welch | History | Added to | 1,079,349 | 41,047 | 5.78% | 5.91% | 45 | +42,917 | 4.14% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 1,065,577 | 40,992 | 1.01% | 1.07% | 46 | +5,427 | 0.51% | Q4 2025 | Jan 28, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 1,052,145 | 40,013 | 9.12% | 9.08% | 47 | +94,630 | 9.88% | Q4 2025 | Jan 21, 2026 |
| Timonier Family Office, LTD. | History | Added to | 1,051,465 | 39,987 | 12.69% | 12.42% | 48 | +48,059 | 4.79% | Q4 2025 | Feb 04, 2026 |
| AlTi Global, Inc. | History | Reduced | 1,037,400 | 39,485 | 0.85% | 0.97% | 49 | -61,001 | -5.55% | Q4 2025 | Feb 13, 2026 |
| FULTON BANK, N.A. | History | Added to | 1,036,856 | 39,431 | 1.36% | 1.28% | 50 | +70,373 | 7.28% | Q4 2025 | Jan 08, 2026 |
| Vise Technologies, Inc. | History | Added to | 1,028,094 | 39,098 | 0.77% | 0.46% | 51 | +702,603 | 215.86% | Q4 2025 | Feb 11, 2026 |
| Savant Capital, LLC | History | Added to | 1,021,391 | 38,843 | 0.22% | 0.02% | 52 | +930,271 | 1020.93% | Q4 2025 | Feb 10, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 1,012,770 | 38,515 | 0.73% | 0.82% | 53 | -86,990 | -7.91% | Q4 2025 | Feb 10, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 1,009,881 | 38,446 | 9.64% | 9.96% | 54 | +13,675 | 1.37% | Q4 2025 | Jan 06, 2026 |
| Grunden Financial Advisory, Inc. | History | Added to | 986,709 | 37,524 | 14.66% | 14.9% | 55 | +16,440 | 1.69% | Q4 2025 | Jan 27, 2026 |
| Millburn Ridgefield LLC /DE/ | History | No change | 986,101 | 37,501 | 0.89% | 0.89% | 56 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 986,101 | 37,501 | 0.77% | 0.75% | 57 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 942,832 | 35,855 | 0.35% | 0.38% | 58 | -37,571 | -3.83% | Q4 2025 | Feb 13, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 912,318 | 34,859 | 2.26% | 2.18% | 59 | +70,988 | 8.44% | Q4 2025 | Jan 23, 2026 |
| Meredith Wealth Planning | History | Reduced | 876,182 | 33,321 | 9.92% | 10.49% | 60 | -239 | -0.03% | Q4 2025 | Jan 16, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 853,367 | 32,453 | 0.18% | 0.21% | 61 | -71,935 | -7.77% | Q4 2025 | Feb 03, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 821,611 | 31,245 | 0.99% | 0.93% | 62 | +68,213 | 9.05% | Q4 2025 | Jan 30, 2026 |
| Baird Financial Group, Inc. | History | Added to | 805,464 | 30,631 | 0.05% | 0.05% | 63 | +45,716 | 6.02% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 767,781 | 29,198 | 0.31% | 0.05% | 64 | +684,222 | 818.85% | Q4 2025 | Jan 23, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 765,881 | 29,126 | 13.43% | 12.93% | 65 | +54,241 | 7.62% | Q4 2025 | Jan 20, 2026 |
| United Wealth Management, LLC | History | Added to | 749,316 | 28,496 | 7.37% | 7.49% | 66 | +20,589 | 2.83% | Q4 2025 | Feb 11, 2026 |
| GeoWealth Management, LLC | History | Added to | 733,954 | 27,912 | 1.03% | 0.99% | 67 | +12,119 | 1.68% | Q4 2025 | Feb 17, 2026 |
| von Borstel & Associates, Inc. | History | Added to | 718,420 | 27,321 | 6.4% | 4.11% | 68 | +11,743 | 1.66% | Q4 2025 | Feb 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 709,200 | 26,970 | 1.27% | 1.4% | 69 | +20,831 | 3.03% | Q4 2025 | Jan 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 705,096 | 26,814 | 0.15% | 0.18% | 70 | -32,031 | -4.35% | Q4 2025 | Jan 26, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 697,596 | 26,533 | 3.42% | 3.86% | 71 | -28,406 | -3.91% | Q4 2025 | Feb 04, 2026 |
| True Wealth Design, LLC | History | Reduced | 694,569 | 26,414 | 7.74% | 8.13% | 72 | -10,195 | -1.45% | Q4 2025 | Jan 08, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 692,376 | 26,331 | 3.79% | 3.75% | 73 | +71,203 | 11.46% | Q4 2025 | Feb 09, 2026 |
| STOLZ & ASSOCIATES, PS | History | New | 688,212 | 26,172 | 20.19% | — | 74 | +688,212 | New | Q4 2025 | Feb 06, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 669,656 | 25,467 | 0.45% | 0.52% | 75 | -18,747 | -2.72% | Q4 2025 | Jan 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 637,819 | 24,256 | 0.03% | 0.03% | 76 | +9,905 | 1.58% | Q4 2025 | Feb 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 616,043 | 23,428 | 0.85% | 0.98% | 77 | +61,580 | 11.11% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Added to | 615,696 | 23,414 | 0.01% | 0.01% | 78 | +64,930 | 11.79% | Q4 2025 | Feb 11, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 612,540 | 23,294 | 6.65% | 6.06% | 79 | +83,090 | 15.69% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 607,137 | 23,089 | 0.47% | 0.02% | 80 | +581,032 | 2225.75% | Q4 2025 | Feb 09, 2026 |
| WPWealth LLP | History | Added to | 606,394 | 23,061 | 3.61% | 3.19% | 81 | +89,648 | 17.35% | Q4 2025 | Feb 13, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 602,225 | 22,902 | 3.28% | 3.32% | 82 | +5,561 | 0.93% | Q4 2025 | Jan 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 578,702 | 22,009 | 0.03% | 0.02% | 83 | +106,509 | 22.56% | Q4 2025 | Feb 17, 2026 |
| Lutz Financial Services LLC | History | Added to | 562,375 | 21,387 | 1.45% | 1.41% | 84 | +48,026 | 9.34% | Q4 2025 | Feb 06, 2026 |
| MB Generational Wealth, LLC | History | Added to | 558,704 | 21,247 | 11.25% | 12.59% | 85 | +33,741 | 6.43% | Q4 2025 | Feb 10, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Added to | 554,936 | 21,104 | 7.59% | 8.42% | 86 | +40,995 | 7.98% | Q4 2025 | Jan 21, 2026 |
| Kooman & Associates | History | Added to | 552,829 | 21,024 | 6.22% | 6.15% | 87 | +25,008 | 4.74% | Q4 2025 | Jan 23, 2026 |
| Three Arch Wealth Management LLC | History | New | 543,232 | 20,659 | 3.87% | — | 88 | +543,232 | New | Q4 2025 | Feb 13, 2026 |
| Oceanside Advisors LLC | History | Added to | 541,580 | 20,596 | 12.49% | 12.75% | 89 | +1,409 | 0.26% | Q4 2025 | Jan 26, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 537,497 | 20,441 | 4.93% | 4.95% | 90 | +18,660 | 3.6% | Q4 2025 | Jan 23, 2026 |
| Opus Capital Group, LLC | History | Added to | 535,212 | 20,354 | 2.2% | 2.25% | 91 | +5,663 | 1.07% | Q4 2025 | Jan 30, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 530,784 | 20,185 | 0.07% | 0.13% | 92 | -199,892 | -27.36% | Q4 2025 | Feb 18, 2026 |
| Premier Financial Group | History | Added to | 523,976 | 20,031 | 5.22% | 5.19% | 93 | +7,494 | 1.45% | Q4 2025 | Feb 09, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 523,323 | 19,901 | 0.56% | 1.19% | 94 | +20,759 | 4.13% | Q4 2025 | Feb 10, 2026 |
| CVA Family Office, LLC | History | Added to | 521,487 | 19,832 | 2.28% | 1.14% | 95 | +287,577 | 122.94% | Q4 2025 | Jan 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 500,186 | 19,027 | 0.0% | 0.0% | 96 | +35,588 | 7.66% | Q4 2025 | Feb 11, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 499,923 | 19,012 | 7.5% | 7.16% | 97 | +33,638 | 7.21% | Q4 2025 | Jan 27, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 488,388 | 18,573 | 6.41% | 6.49% | 98 | +3,379 | 0.7% | Q4 2025 | Feb 04, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 487,893 | 18,554 | 4.86% | 4.82% | 99 | +22,283 | 4.79% | Q4 2025 | Feb 06, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | New | 482,445 | 18,347 | 16.01% | — | 100 | +482,445 | New | Q4 2025 | Feb 12, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 476,101 | 18,106 | 10.96% | 11.05% | 101 | +18,916 | 4.14% | Q4 2025 | Feb 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 468,527 | 17,818 | 0.02% | 0.02% | 102 | -332 | -0.07% | Q4 2025 | Feb 13, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | Added to | 462,076 | 17,572 | 6.8% | 6.77% | 103 | +6,476 | 1.42% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 459,034 | 17,457 | 0.0% | — | 104 | +459,034 | New | Q4 2025 | Feb 17, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 453,234 | 17,236 | 6.74% | 6.85% | 105 | +6,090 | 1.36% | Q4 2025 | Feb 05, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 447,550 | 17,020 | 2.92% | 2.84% | 106 | +12,416 | 2.85% | Q4 2025 | Feb 09, 2026 |
| Syverson Strege & Co | History | Reduced | 443,009 | 16,847 | 3.99% | 4.22% | 107 | -23,168 | -4.97% | Q4 2025 | Feb 09, 2026 |
| Envision Financial Planning, LLC | History | Added to | 439,403 | 16,710 | 6.32% | 6.91% | 108 | +7,735 | 1.79% | Q4 2025 | Feb 17, 2026 |
| MATAURO, LLC | History | Added to | 412,029 | 15,669 | 2.36% | 2.43% | 109 | +7,089 | 1.75% | Q4 2025 | Jan 16, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 408,155 | 15,522 | 4.51% | 4.6% | 110 | +2,399 | 0.59% | Q4 2025 | Jan 08, 2026 |
| Level Financial Advisors | History | Added to | 405,407 | 15,417 | 4.08% | 4.1% | 111 | +20,209 | 5.25% | Q4 2025 | Jan 26, 2026 |
| TCP Asset Management, LLC | History | Added to | 401,764 | 15,279 | 2.57% | 2.61% | 112 | +14,292 | 3.69% | Q4 2025 | Jan 07, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 397,491 | 15,116 | 0.19% | 0.2% | 113 | +733 | 0.18% | Q4 2025 | Feb 05, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 397,491 | 15,116 | 1.04% | 1.12% | 114 | +733 | 0.18% | Q4 2025 | Feb 02, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 393,948 | 14,981 | 6.64% | 6.37% | 115 | +45,332 | 13.0% | Q4 2025 | Jan 16, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 393,179 | 14,952 | 5.25% | 6.2% | 116 | -32,491 | -7.63% | Q4 2025 | Jan 13, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 392,716 | 14,935 | 9.77% | 8.91% | 117 | +34,998 | 9.78% | Q4 2025 | Jan 13, 2026 |
| ENTRUST FINANCIAL LLC | History | New | 391,706 | 14,896 | 11.06% | — | 118 | +391,706 | New | Q4 2025 | Feb 06, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 386,423 | 14,695 | 0.17% | 0.17% | 119 | -109,641 | -22.1% | Q4 2025 | Feb 13, 2026 |
| Foundry Financial LLC | History | New | 377,602 | 14,360 | 7.54% | — | 120 | +377,602 | New | Q4 2025 | Feb 17, 2026 |
| Austin Asset Management Co Inc | History | Added to | 372,830 | 14,178 | 2.33% | 2.5% | 121 | +10,244 | 2.83% | Q4 2025 | Feb 04, 2026 |
| Burk Holdings LLC | History | Added to | 372,113 | 14,151 | 6.75% | 6.97% | 122 | +26,785 | 7.76% | Q4 2025 | Feb 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 358,073 | 13,617 | 0.44% | 0.6% | 123 | +11,186 | 3.22% | Q4 2025 | Jan 20, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 355,660 | 13,525 | 1.79% | — | 124 | +355,660 | New | Q4 2025 | Feb 04, 2026 |
| Financial Harvest, LLC | History | Added to | 354,765 | 13,491 | 8.33% | 8.32% | 125 | +27,803 | 8.5% | Q4 2025 | Feb 10, 2026 |
| Gemmer Asset Management LLC | History | Added to | 350,305 | 13,322 | 1.03% | 1.04% | 126 | +8,845 | 2.59% | Q4 2025 | Jan 23, 2026 |
| 25 LLC | History | Added to | 348,779 | 13,264 | 4.21% | 0.27% | 127 | +327,975 | 1576.5% | Q4 2025 | Jan 15, 2026 |
| SB Capital Management Inc | History | New | 342,515 | 13,025 | 4.77% | — | 128 | +342,515 | New | Q4 2025 | Feb 20, 2026 |
| RFG Advisory, LLC | History | Added to | 337,701 | 12,842 | 0.24% | 0.26% | 129 | +2,878 | 0.86% | Q4 2025 | Feb 03, 2026 |
| Applied Capital LLC | History | Added to | 337,545 | 12,836 | 4.94% | 5.03% | 130 | +6,988 | 2.11% | Q4 2025 | Jan 16, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 332,563 | 12,647 | 4.59% | 4.15% | 131 | +48,518 | 17.08% | Q4 2025 | Jan 15, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Added to | 329,481 | 12,530 | 5.44% | 5.24% | 132 | +14,985 | 4.76% | Q4 2025 | Feb 09, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 327,514 | 12,455 | 0.09% | 0.1% | 133 | +6,336 | 1.97% | Q4 2025 | Feb 12, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 325,446 | 12,376 | 6.72% | 6.94% | 134 | +1,139 | 0.35% | Q4 2025 | Feb 02, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 322,203 | 12,253 | 3.73% | 3.74% | 135 | +19,885 | 6.58% | Q4 2025 | Jan 16, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 321,080 | 12,210 | 2.15% | 1.98% | 136 | +32,107 | 11.11% | Q4 2025 | Jan 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 305,127 | 11,603 | 0.09% | 0.09% | 137 | +14,331 | 4.93% | Q4 2025 | Feb 12, 2026 |
| M Holdings Securities, Inc. | History | Added to | 299,773 | 11,400 | 0.82% | 0.86% | 138 | +192,108 | 178.43% | Q4 2025 | Feb 11, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 293,764 | 11,171 | 2.07% | 0.53% | 139 | +240,843 | 455.1% | Q4 2025 | Jan 26, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Reduced | 283,908 | 10,797 | 6.96% | 7.3% | 140 | -9,454 | -3.22% | Q4 2025 | Jan 29, 2026 |
| Abel Hall, LLC | History | Reduced | 282,815 | 10,755 | 2.51% | 4.31% | 141 | -54 | -0.02% | Q4 2025 | Feb 17, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 281,805 | 10,717 | 1.45% | — | 142 | +281,805 | New | Q4 2025 | Feb 09, 2026 |
| Invst, LLC | History | Added to | 281,030 | 10,687 | 1.16% | 1.16% | 143 | +11,925 | 4.43% | Q4 2025 | Feb 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 278,270 | 10,582 | 0.21% | 0.21% | 144 | +41,295 | 17.43% | Q4 2025 | Feb 13, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | New | 274,939 | 10,532 | 9.77% | — | 145 | +274,939 | New | Q4 2025 | Mar 31, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 275,794 | 10,466 | 1.09% | 2.37% | 146 | -298,163 | -51.95% | Q4 2025 | Feb 12, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 270,975 | 10,305 | 3.87% | 3.58% | 147 | +38,228 | 16.42% | Q4 2025 | Feb 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 269,673 | 10,255 | 0.38% | 0.36% | 148 | +28,144 | 11.65% | Q4 2025 | Feb 06, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 266,865 | 10,148 | 3.66% | 3.73% | 149 | -6,109 | -2.24% | Q4 2025 | Feb 09, 2026 |
| RCS Financial Planning, LLC | History | Added to | 266,588 | 10,138 | 4.37% | 4.45% | 150 | +692 | 0.26% | Q4 2025 | Jan 15, 2026 |
| Edge Financial Advisors LLC | History | Added to | 265,613 | 10,101 | 4.25% | 4.29% | 151 | +11,937 | 4.71% | Q4 2025 | Jan 28, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 261,422 | 9,941 | 0.02% | 0.02% | 152 | -19,329 | -6.88% | Q4 2025 | Feb 12, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Reduced | 255,815 | 9,728 | 3.51% | 3.72% | 153 | -6,674 | -2.54% | Q4 2025 | Jan 14, 2026 |
| VANCE WEALTH, LLC | History | Added to | 250,263 | 9,517 | 2.83% | 2.84% | 154 | +5,623 | 2.3% | Q4 2025 | Feb 17, 2026 |
| Vestment Financial LLC | History | Added to | 242,363 | 9,364 | 4.86% | 5.09% | 155 | +8,207 | 3.5% | Q4 2025 | Jan 23, 2026 |
| REDW Wealth LLC | History | Reduced | 243,896 | 9,275 | 3.54% | 3.5% | 156 | -1,079 | -0.44% | Q4 2025 | Jan 28, 2026 |
| Trailhead Planners LLC | History | New | 241,530 | 9,185 | 9.02% | — | 157 | +241,530 | New | Q4 2025 | Feb 12, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 239,999 | 9,127 | 1.29% | 1.4% | 158 | +4,541 | 1.93% | Q4 2025 | Jan 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 236,165 | 8,981 | 0.29% | 0.42% | 159 | -146,389 | -38.27% | Q4 2025 | Jan 09, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 234,763 | 8,928 | 0.48% | 0.5% | 160 | +2,728 | 1.18% | Q4 2025 | Jan 20, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 230,783 | 8,776 | 5.98% | 5.82% | 161 | +4,690 | 2.07% | Q4 2025 | Jan 16, 2026 |
| Lynch Investment Planning, LLC | History | New | 230,470 | 8,764 | 8.4% | — | 162 | +230,470 | New | Q4 2025 | Feb 24, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 229,562 | 8,730 | 1.77% | 1.72% | 163 | +12,524 | 5.77% | Q4 2025 | Feb 11, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 227,180 | 8,639 | 1.01% | 1.0% | 164 | +4,455 | 2.0% | Q4 2025 | Jan 15, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 224,726 | 8,546 | 4.45% | 4.47% | 165 | +8,731 | 4.04% | Q4 2025 | Jan 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 224,633 | 8,542 | 0.02% | 0.02% | 166 | +6,894 | 3.17% | Q4 2025 | Feb 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 221,792 | 8,434 | 0.69% | 0.64% | 167 | -265 | -0.12% | Q4 2025 | Feb 17, 2026 |
| Crown Wealth Group, LLC | History | Added to | 215,587 | 8,198 | 2.29% | 2.4% | 168 | +3,923 | 1.85% | Q4 2025 | Jan 28, 2026 |
| Betterment LLC | History | Added to | 211,408 | 8,040 | 0.02% | 0.01% | 169 | +13,478 | 6.81% | Q4 2025 | Feb 12, 2026 |
| Composition Wealth, LLC | History | Reduced | 206,356 | 7,847 | 0.11% | 0.12% | 170 | -65 | -0.03% | Q4 2025 | Feb 02, 2026 |
| Sollinda Capital Management LLC | History | Added to | 206,270 | 7,844 | 2.0% | 1.86% | 171 | +26,571 | 14.79% | Q4 2025 | Jan 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 201,896 | 7,678 | 0.03% | 0.03% | 172 | +13,522 | 7.18% | Q4 2025 | Feb 13, 2026 |
| Waycross Investment Management Co | History | Reduced | 191,607 | 7,286 | 6.41% | 7.39% | 173 | -187 | -0.1% | Q4 2025 | Jan 08, 2026 |
| Security Financial Services, INC. | History | Reduced | 191,583 | 7,285 | 1.14% | 1.25% | 174 | -12,698 | -6.22% | Q4 2025 | Jan 27, 2026 |
| ArborFi Advisors, LLC | History | Added to | 181,016 | 6,884 | 5.59% | 5.56% | 175 | +326 | 0.18% | Q4 2025 | Jan 29, 2026 |
| Quantinno Capital Management LP | History | Added to | 178,804 | 6,799 | 0.01% | 0.01% | 176 | +75,019 | 72.28% | Q4 2025 | Feb 17, 2026 |
| Vested Financial Planning, LLC | History | Reduced | 168,014 | 6,389 | 4.92% | 5.2% | 177 | -1,639 | -0.97% | Q4 2025 | Jan 23, 2026 |
| BluePrint Investing LLC | History | New | 166,445 | 6,329 | 5.04% | — | 178 | +166,445 | New | Q4 2025 | Feb 05, 2026 |
| Disciplined Investments, LLC | History | Added to | 165,385 | 6,289 | 2.42% | 2.3% | 179 | +11,987 | 7.81% | Q4 2025 | Feb 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 164,504 | 6,256 | 0.03% | 0.03% | 180 | +23,550 | 16.71% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 163,510 | 6,218 | 0.01% | 0.01% | 181 | +1,963 | 1.22% | Q4 2025 | Mar 16, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 162,084 | 6,164 | 1.06% | 1.15% | 182 | -3,788 | -2.28% | Q4 2025 | Feb 12, 2026 |
| Shore Point Advisors, LLC | History | Added to | 192,296 | 6,107 | 2.58% | 2.61% | 183 | +36,162 | 23.16% | Q4 2025 | Jan 23, 2026 |
| Warburton Capital Management, LLC | History | Added to | 157,100 | 5,974 | 3.37% | 3.37% | 184 | +9,830 | 6.67% | Q4 2025 | Jan 23, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 152,531 | 5,800 | 3.59% | 3.67% | 185 | +6,288 | 4.3% | Q4 2025 | Feb 10, 2026 |
| WorthPointe, LLC | History | Added to | 148,895 | 5,662 | 1.49% | 0.43% | 186 | +118,520 | 390.19% | Q4 2025 | Jan 26, 2026 |
| TABLEAUX LLC | History | Reduced | 141,136 | 5,493 | 3.89% | 4.0% | 187 | -123,417 | -46.65% | Q4 2025 | Feb 17, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 142,698 | 5,426 | 1.3% | 1.71% | 188 | -28,864 | -16.82% | Q4 2025 | Feb 27, 2026 |
| Entelevest, LLC | History | New | 142,363 | 5,414 | 5.43% | — | 189 | +142,363 | New | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 138,807 | 5,279 | 0.01% | 0.01% | 190 | +25,075 | 22.05% | Q4 2025 | Feb 05, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 136,772 | 5,201 | 0.09% | 0.07% | 191 | +52,643 | 62.57% | Q4 2025 | Feb 19, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 136,759 | 5,200 | 0.46% | 0.42% | 192 | +12,333 | 9.91% | Q4 2025 | Feb 06, 2026 |
| BetterWealth, LLC | History | Reduced | 133,529 | 5,078 | 1.16% | 1.22% | 193 | -2,136 | -1.57% | Q4 2025 | Jan 15, 2026 |
| Financial Connections Group, Inc. | History | Added to | 133,217 | 5,066 | 1.74% | 0.33% | 194 | +110,997 | 499.54% | Q4 2025 | Jan 23, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 131,325 | 4,994 | 0.12% | 0.12% | 195 | -2,447 | -1.83% | Q4 2025 | Feb 13, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 129,182 | 4,912 | 1.61% | 0.19% | 196 | +117,096 | 968.86% | Q4 2025 | Feb 13, 2026 |
| GEM Asset Management, LLC | History | Added to | 123,037 | 4,719 | 2.1% | 2.01% | 197 | +11,013 | 9.83% | Q4 2025 | Jan 09, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 122,004 | 4,639 | 3.17% | 2.84% | 198 | +17,320 | 16.55% | Q4 2025 | Feb 09, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 119,578 | 4,547 | 0.96% | 0.86% | 199 | +16,151 | 15.62% | Q4 2025 | Feb 10, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 118,140 | 4,492 | 0.21% | 0.13% | 200 | +48,401 | 69.4% | Q4 2025 | Jan 29, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 117,168 | 4,455 | 1.33% | 0.78% | 201 | +51,269 | 77.8% | Q4 2025 | Feb 10, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 115,546 | 4,394 | 0.92% | 0.98% | 202 | -1,006 | -0.86% | Q4 2025 | Jan 05, 2026 |
| Corus Family Wealth Advisors | History | Added to | 114,943 | 4,371 | 3.49% | 2.83% | 203 | +12,989 | 12.74% | Q4 2025 | Feb 04, 2026 |
| L & S Advisors Inc | History | Reduced | 113,956 | 4,333 | 0.4% | 0.41% | 204 | -46 | -0.04% | Q4 2025 | Feb 05, 2026 |
| Blue Trust, Inc. | History | Reduced | 111,801 | 4,251 | 0.05% | 0.05% | 205 | -613 | -0.55% | Q4 2025 | Jan 16, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 111,016 | 4,221 | 0.3% | 0.32% | 206 | +5,546 | 5.26% | Q4 2025 | Jan 21, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 108,550 | 4,128 | 1.9% | 1.86% | 207 | +9,359 | 9.44% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 108,268 | 4,117 | 0.0% | 0.0% | 208 | +9,195 | 9.28% | Q4 2025 | Feb 17, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 107,042 | 4,070 | 0.08% | 0.06% | 209 | +35,009 | 48.6% | Q4 2025 | Feb 06, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 106,954 | 4,067 | 2.55% | 2.28% | 210 | +15,039 | 16.36% | Q4 2025 | Feb 24, 2026 |
| Integrity Investment Advisors, LLC | History | Reduced | 106,172 | 4,037 | 2.22% | 3.82% | 211 | -46,330 | -30.38% | Q4 2025 | Feb 13, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 104,081 | 4,023 | 0.76% | 0.81% | 212 | -135 | -0.13% | Q4 2025 | Jan 27, 2026 |
| MORGAN STANLEY | History | Reduced | 103,530 | 3,937 | 0.0% | 0.0% | 213 | -17,592 | -14.52% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 102,950 | 3,915 | 0.0% | 0.0% | 214 | +2,176 | 2.16% | Q4 2025 | Feb 17, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 101,972 | 3,877 | 0.3% | 0.28% | 215 | -1,675 | -1.62% | Q4 2025 | Jan 23, 2026 |
| PFG Advisors | History | Reduced | 101,603 | 3,863 | 0.19% | 0.16% | 216 | -797 | -0.78% | Q4 2025 | Jan 27, 2026 |
| Strategent Financial, LLC | History | Added to | 101,101 | 3,844 | 2.43% | 2.23% | 217 | +18,559 | 22.48% | Q4 2025 | Jan 29, 2026 |
| BDFS Capital LLC | History | New | 100,842 | 3,835 | 1.94% | — | 218 | +100,842 | New | Q4 2025 | Feb 26, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 100,755 | 3,831 | 1.92% | 1.38% | 219 | +34,210 | 51.41% | Q4 2025 | Jan 20, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 98,919 | 3,809 | 0.36% | 0.37% | 220 | +4,361 | 4.61% | Q4 2025 | Jan 22, 2026 |
| Connecticut Capital Management Group, LLC | History | New | 98,541 | 3,747 | 3.59% | — | 221 | +98,541 | New | Q4 2025 | Feb 09, 2026 |
| Torren Management, LLC | History | New | 97,293 | 3,700 | 1.89% | — | 222 | +97,293 | New | Q4 2025 | Jan 30, 2026 |
| Thayer Financial, L.L.C. | History | New | 95,106 | 3,616 | 3.82% | — | 223 | +95,106 | New | Q4 2025 | Jan 12, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 94,539 | 3,595 | 0.03% | 0.02% | 224 | -23,560 | -19.95% | Q4 2025 | Feb 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 93,467 | 3,554 | 0.01% | 0.13% | 225 | -1,654,220 | -94.65% | Q4 2025 | Feb 17, 2026 |
| Kestra Investment Management, LLC | History | Added to | 93,280 | 3,547 | 0.09% | 0.07% | 226 | +19,905 | 27.13% | Q4 2025 | Feb 09, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 92,199 | 3,506 | 0.5% | 0.57% | 227 | -17,531 | -15.98% | Q4 2025 | Jan 23, 2026 |
| Friday Financial | History | Added to | 90,213 | 3,430 | 1.21% | 1.05% | 228 | +23,699 | 35.63% | Q4 2025 | Jan 09, 2026 |
| Two West Capital Advisors LLC | History | Added to | 90,183 | 3,429 | 1.99% | 2.02% | 229 | +2,391 | 2.72% | Q4 2025 | Jan 13, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 89,859 | 3,417 | 0.54% | 0.49% | 230 | +10,535 | 13.28% | Q4 2025 | Jan 14, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Reduced | 89,082 | 3,387 | 1.31% | 1.36% | 231 | -3,056 | -3.32% | Q4 2025 | Jan 23, 2026 |
| Evanson Asset Management, LLC | History | Added to | 88,813 | 3,377 | 0.18% | 0.19% | 232 | +1,882 | 2.16% | Q4 2025 | Jan 12, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 88,056 | 3,348 | 1.37% | 1.42% | 233 | -975 | -1.1% | Q4 2025 | Jan 09, 2026 |
| Austin Private Wealth, LLC | History | Added to | 87,009 | 3,308 | 0.25% | 0.24% | 234 | +3,336 | 3.99% | Q4 2025 | Jan 20, 2026 |
| McCartney Wealth Management LLC | History | New | 86,818 | 3,301 | 2.85% | — | 235 | +86,818 | New | Q4 2025 | Feb 17, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 85,004 | 3,232 | 0.95% | 0.69% | 236 | +31,287 | 58.24% | Q4 2025 | Jan 15, 2026 |
| Caprock Group, LLC | History | Added to | 84,821 | 3,225 | 0.07% | 0.08% | 237 | +171 | 0.2% | Q4 2025 | Jan 28, 2026 |
| Summit Wealth Group, LLC | History | Added to | 82,917 | 3,153 | 0.74% | 0.72% | 238 | +4,100 | 5.2% | Q4 2025 | Feb 06, 2026 |
| Capstone Wealth Management, Inc. | History | New | 82,010 | 3,116 | 2.73% | — | 239 | +82,010 | New | Q4 2025 | Feb 20, 2026 |
| HBE Wealth Management, LLC | History | New | 81,199 | 3,088 | 2.91% | — | 240 | +81,199 | New | Q4 2025 | Jan 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 80,055 | 3,044 | 0.0% | 0.0% | 241 | +31,048 | 63.35% | Q4 2025 | Feb 17, 2026 |
| Arcadia Wealth Management, Inc. | History | Reduced | 79,623 | 3,028 | 1.74% | 1.83% | 242 | -4 | -0.01% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 78,668 | 2,991 | 0.0% | 0.0% | 243 | -2,416 | -2.98% | Q4 2025 | Feb 02, 2026 |
| City State Bank | History | Added to | 77,839 | 2,960 | 0.81% | 0.65% | 244 | +18,084 | 30.26% | Q4 2025 | Jan 28, 2026 |
| Creative Planning | History | Reduced | 77,149 | 2,933 | 0.0% | 0.0% | 245 | -2,711 | -3.39% | Q4 2025 | Feb 17, 2026 |
| XY Planning Network, Inc. | History | Added to | 77,012 | 2,928 | 0.51% | 0.11% | 246 | +68,071 | 761.34% | Q4 2025 | Jan 26, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 76,150 | 2,896 | 1.23% | 1.29% | 247 | -2,718 | -3.45% | Q4 2025 | Jan 28, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 74,595 | 2,836 | 2.38% | 2.28% | 248 | +679 | 0.92% | Q4 2025 | Jan 20, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 71,340 | 2,713 | 0.98% | 0.89% | 249 | +6,091 | 9.34% | Q4 2025 | Jan 22, 2026 |
| Wolfstich Capital, LLC | History | Reduced | 70,418 | 2,677 | 2.47% | 6.42% | 250 | -12,833 | -15.41% | Q4 2025 | Jan 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 69,811 | 2,654 | 0.0% | 0.0% | 251 | +42,899 | 159.4% | Q4 2025 | Feb 10, 2026 |
| Emprise Bank | History | Added to | 69,630 | 2,648 | 1.1% | 0.23% | 252 | +55,648 | 398.0% | Q4 2025 | Jan 28, 2026 |
| Vantage Point Financial LLC | History | Added to | 69,406 | 2,639 | 0.94% | 0.71% | 253 | +21,168 | 43.88% | Q4 2025 | Feb 02, 2026 |
| Focus Financial Network, Inc. | History | Added to | 68,554 | 2,607 | 0.09% | 0.08% | 254 | +5,635 | 8.96% | Q4 2025 | Jan 12, 2026 |
| NWAM LLC | History | Added to | 67,484 | 2,584 | 0.14% | 0.14% | 255 | +640 | 0.96% | Q4 2025 | Feb 04, 2026 |
| Simplicity Wealth,LLC | History | Added to | 65,800 | 2,502 | 0.15% | 0.14% | 256 | +39 | 0.06% | Q4 2025 | Jan 30, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 64,394 | 2,448 | 0.18% | 0.2% | 257 | -1,900 | -2.87% | Q4 2025 | Feb 09, 2026 |
| Coston, McIsaac & Partners | History | Added to | 63,944 | 2,430 | 0.56% | 0.47% | 258 | +12,189 | 23.55% | Q4 2025 | Feb 03, 2026 |
| Approach Retirement Advisors, LLC | History | New | 63,749 | 2,424 | 2.09% | — | 259 | +63,749 | New | Q4 2025 | Jan 29, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 62,527 | 2,377 | 0.18% | 0.18% | 260 | -1,485 | -2.32% | Q4 2025 | Feb 03, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 60,052 | 2,283 | 0.46% | 0.36% | 261 | +18,003 | 42.81% | Q4 2025 | Jan 09, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 59,130 | 2,248 | 0.18% | 0.11% | 262 | +24,074 | 68.67% | Q4 2025 | Jan 23, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 57,849 | 2,200 | 0.82% | 0.87% | 263 | -645 | -1.1% | Q4 2025 | Jan 08, 2026 |
| VIAWEALTH, LLC | History | Reduced | 57,205 | 2,175 | 1.22% | 1.18% | 264 | -173 | -0.3% | Q4 2025 | Feb 10, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 55,053 | 2,093 | 0.64% | 0.65% | 265 | +450 | 0.82% | Q4 2025 | Jan 13, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 52,208 | 1,985 | 0.07% | 0.07% | 266 | -887 | -1.67% | Q4 2025 | Feb 17, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 50,198 | 1,909 | 0.44% | 0.37% | 267 | +7,661 | 18.01% | Q4 2025 | Feb 17, 2026 |
| CITIGROUP INC | History | Added to | 49,776 | 1,892 | 0.0% | 0.0% | 268 | +8,241 | 19.84% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 49,726 | 1,891 | 0.01% | 0.0% | 269 | +9,129 | 22.49% | Q4 2025 | Jan 26, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | Added to | 48,233 | 1,834 | 0.62% | 0.65% | 270 | +429 | 0.9% | Q4 2025 | Jan 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 48,051 | 1,827 | 0.04% | 0.03% | 271 | +2,404 | 5.27% | Q4 2025 | Feb 12, 2026 |
| K2 Financial Inc. | History | Added to | 46,356 | 1,778 | 1.37% | 1.38% | 272 | +648 | 1.42% | Q4 2025 | Jan 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 46,595 | 1,772 | 0.03% | 0.03% | 273 | +2,110 | 4.74% | Q4 2025 | Jan 14, 2026 |
| Balance Wealth, LLC | History | Added to | 46,324 | 1,761 | 0.57% | 0.43% | 274 | +434 | 0.95% | Q4 2025 | Jan 21, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 45,199 | 1,718 | 1.08% | 0.82% | 275 | +10,602 | 30.64% | Q4 2025 | Jan 14, 2026 |
| Donalies Financial Planning, LLC | History | New | 44,949 | 1,709 | 1.46% | — | 276 | +44,949 | New | Q4 2025 | Feb 17, 2026 |
| Kane Co Wealth Management, Inc. | History | New | 44,917 | 1,708 | 1.51% | — | 277 | +44,917 | New | Q4 2025 | Feb 05, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 43,316 | 1,704 | 1.04% | 1.11% | 278 | -2,094 | -4.61% | Q4 2025 | Feb 11, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 44,456 | 1,690 | 0.09% | 0.07% | 279 | +9,247 | 26.26% | Q4 2025 | Feb 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 44,280 | 1,683 | 0.01% | — | 280 | +44,280 | New | Q4 2025 | Feb 18, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 43,359 | 1,648 | 0.61% | 0.68% | 281 | -2,035 | -4.48% | Q4 2025 | Feb 03, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 41,817 | 1,590 | 0.95% | 0.94% | 282 | +558 | 1.35% | Q4 2025 | Jan 26, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 40,800 | 1,551 | 0.08% | 0.09% | 283 | -3,708 | -8.33% | Q4 2025 | Mar 04, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Reduced | 40,414 | 1,536 | 1.04% | 1.1% | 284 | -150 | -0.37% | Q4 2025 | Jan 15, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 39,876 | 1,516 | 1.11% | 1.08% | 285 | +39 | 0.1% | Q4 2025 | Feb 17, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 39,675 | 1,508 | 0.29% | 0.3% | 286 | -500 | -1.24% | Q4 2025 | Jan 16, 2026 |
| American Investment Services, Inc. | History | Reduced | 37,597 | 1,429 | 0.33% | 0.4% | 287 | -6,859 | -15.43% | Q4 2025 | Feb 13, 2026 |
| First Financial Group Corp | History | Reduced | 37,101 | 1,410 | 1.2% | 1.32% | 288 | -3,253 | -8.06% | Q4 2025 | Jan 28, 2026 |
| Excelsior Advisor Network LLC | History | New | 35,001 | 1,331 | 0.65% | — | 289 | +35,001 | New | Q4 2025 | Feb 13, 2026 |
| Madrid Wealth Management, LLC | History | New | 33,720 | 1,282 | 1.04% | — | 290 | +33,720 | New | Q4 2025 | Feb 02, 2026 |
| Brookstone Capital Management | History | Added to | 33,502 | 1,274 | 0.01% | 0.01% | 291 | +5,597 | 20.06% | Q4 2025 | Jan 15, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 33,250 | 1,264 | 0.15% | 0.14% | 292 | +1,961 | 6.27% | Q4 2025 | Jan 29, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | Added to | 32,171 | 1,223 | 0.71% | 0.73% | 293 | +47 | 0.15% | Q4 2025 | Jan 28, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 31,462 | 1,196 | 0.11% | 0.12% | 294 | +6,795 | 27.55% | Q4 2025 | Jan 22, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 30,781 | 1,170 | 0.41% | 0.38% | 295 | +1,752 | 6.04% | Q4 2025 | Jan 30, 2026 |
| Vistica Wealth Advisors, LLC | History | New | 30,434 | 1,157 | 1.15% | — | 296 | +30,434 | New | Q4 2025 | Feb 13, 2026 |
| GEN Financial Management, INC. | History | Added to | 30,198 | 1,148 | 0.72% | 0.98% | 297 | +45 | 0.15% | Q4 2025 | Jan 15, 2026 |
| &PARTNERS | History | Reduced | 29,383 | 1,117 | 0.01% | 0.01% | 298 | -5,198 | -15.03% | Q4 2025 | Feb 17, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 27,606 | 1,049 | 0.52% | 0.54% | 299 | +66 | 0.24% | Q4 2025 | Feb 11, 2026 |
| Integrated Advisors Network LLC | History | Added to | 27,561 | 1,048 | 0.05% | 0.04% | 300 | +2 | 0.01% | Q4 2025 | Feb 17, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 27,151 | 1,032 | 0.72% | 0.7% | 301 | +2,088 | 8.33% | Q4 2025 | Jan 23, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 26,900 | 1,023 | 0.0% | 0.01% | 302 | -76,200 | -73.91% | Q4 2025 | Feb 12, 2026 |
| RAM Investment Partners, LLC | History | Added to | 26,400 | 1,003 | 0.18% | 0.08% | 303 | +15,800 | 149.06% | Q4 2025 | Feb 12, 2026 |
| tru Independence LLC | History | Reduced | 26,299 | 1,000 | 0.25% | 0.27% | 304 | -1,689 | -6.03% | Q4 2025 | Jan 22, 2026 |
| SEI INVESTMENTS CO | History | Added to | 26,120 | 993 | 0.0% | 0.0% | 305 | +2,318 | 9.74% | Q4 2025 | Feb 13, 2026 |
| Ponta Wealth Partners, LLC | History | New | 25,596 | 973 | 0.91% | — | 306 | +25,596 | New | Q4 2025 | Feb 03, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 25,156 | 956 | 0.37% | 0.41% | 307 | -2,259 | -8.24% | Q4 2025 | Feb 13, 2026 |
| Golden State Equity Partners | History | New | 24,989 | 950 | 0.15% | — | 308 | +24,989 | New | Q4 2025 | Jan 29, 2026 |
| Arax Advisory Partners | History | New | 24,651 | 937 | 0.03% | — | 309 | +24,651 | New | Q4 2025 | Feb 13, 2026 |
| Everest Management Corp. | History | Reduced | 24,393 | 927 | 0.52% | 0.67% | 310 | -3,375 | -12.15% | Q4 2025 | Feb 02, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 23,384 | 889 | 0.32% | 0.35% | 311 | -788 | -3.26% | Q4 2025 | Jan 27, 2026 |
| BIP Wealth, LLC | History | Added to | 23,352 | 888 | 0.03% | 0.04% | 312 | +1,719 | 7.95% | Q4 2025 | Jan 21, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 22,902 | 870 | 0.01% | 0.02% | 313 | -12,487 | -35.28% | Q4 2025 | Feb 09, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 22,984 | 868 | 0.75% | 0.82% | 314 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 22,603 | 859 | 0.02% | 0.02% | 315 | +1,412 | 6.66% | Q4 2025 | Feb 03, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | New | 22,583 | 858 | 0.84% | — | 317 | +22,583 | New | Q4 2025 | Jan 26, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 22,570 | 858 | 0.01% | 0.01% | 316 | -6,738 | -22.99% | Q4 2025 | Jan 21, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 22,439 | 853 | 0.47% | 0.44% | 318 | +2,458 | 12.3% | Q4 2025 | Jan 30, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 21,855 | 831 | 0.15% | 0.14% | 319 | +923 | 4.41% | Q4 2025 | Jan 27, 2026 |
| Herold Advisors, Inc. | History | Reduced | 21,718 | 825 | 0.18% | 0.21% | 320 | -2,251 | -9.39% | Q4 2025 | Feb 17, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 21,336 | 811 | 0.25% | 0.23% | 321 | +976 | 4.79% | Q4 2025 | Feb 10, 2026 |
| Altman Advisors, Inc. | History | No change | 21,289 | 809 | 0.3% | 0.31% | 322 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Empire Financial Management Company, LLC | History | New | 20,385 | 775 | 0.17% | — | 323 | +20,385 | New | Q4 2025 | Feb 12, 2026 |
| Pacific Asset Management, LLC | History | Added to | 19,926 | 757 | 0.45% | 0.51% | 324 | +30 | 0.15% | Q4 2025 | Jan 28, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Added to | 19,411 | 738 | 0.58% | 0.48% | 325 | +4,464 | 29.87% | Q4 2025 | Feb 09, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 19,365 | 736 | 0.11% | 0.11% | 326 | +1,995 | 11.49% | Q4 2025 | Jan 21, 2026 |
| Cascade Wealth Advisors, Inc | History | Reduced | 18,992 | 735 | 0.34% | 0.36% | 327 | -84 | -0.44% | Q4 2025 | Feb 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 18,856 | 717 | 0.01% | 0.01% | 328 | +6,275 | 49.88% | Q4 2025 | Jan 20, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 18,585 | 706 | 0.12% | 0.13% | 329 | +115 | 0.62% | Q4 2025 | Feb 02, 2026 |
| Cerity Partners LLC | History | Reduced | 18,376 | 698 | 0.0% | 0.0% | 330 | -2,293 | -11.09% | Q4 2025 | Feb 11, 2026 |
| Westwood Wealth Management | History | New | 18,141 | 689 | 0.52% | — | 331 | +18,141 | New | Q4 2025 | Jan 20, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 18,141 | 689 | 0.52% | 0.55% | 332 | -334 | -1.81% | Q4 2025 | Jan 13, 2026 |
| CLUNE & ASSOCIATES, LTD. | History | Added to | 17,883 | 680 | 0.15% | 0.17% | 333 | +2 | 0.01% | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 17,854 | 678 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Belleair Asset Management, LLC | History | New | 17,707 | 673 | 0.64% | — | 335 | +17,707 | New | Q4 2025 | Jan 30, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 17,299 | 657 | 0.01% | 0.02% | 337 | -780 | -4.31% | Q4 2025 | Feb 06, 2026 |
| ASPIRIANT, LLC | History | No change | 17,299 | 657 | 0.02% | 0.02% | 336 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Oder Investment Management, LLC | History | Added to | 17,046 | 648 | 0.47% | 0.44% | 338 | +1,000 | 6.23% | Q4 2025 | Feb 12, 2026 |
| Shearwater Capital LLC | History | No change | 16,574 | 630 | 0.36% | 0.37% | 339 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Csenge Advisory Group | History | Added to | 16,457 | 625 | 0.03% | 0.03% | 340 | +307 | 1.9% | Q4 2025 | Feb 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 16,423 | 624 | 0.02% | 0.01% | 341 | +1,614 | 10.9% | Q4 2025 | Feb 09, 2026 |
| Diversify Advisory Services, LLC | History | New | 15,726 | 605 | 0.02% | — | 342 | +15,726 | New | Q4 2025 | Jan 23, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 15,751 | 599 | 0.16% | 0.08% | 343 | +2,912 | 22.68% | Q4 2025 | Jan 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 15,691 | 596 | 0.01% | — | 344 | +15,691 | New | Q4 2025 | Jan 21, 2026 |
| EnRich Financial Partners LLC | History | Added to | 15,465 | 588 | 0.16% | 0.17% | 345 | +21 | 0.14% | Q4 2025 | Jan 28, 2026 |
| Cetera Investment Advisers | History | Added to | 15,052 | 572 | 0.0% | 0.0% | 346 | +700 | 4.88% | Q4 2025 | Feb 17, 2026 |
| Ballast Rock Private Wealth LLC | History | New | 14,838 | 564 | 0.35% | — | 347 | +14,838 | New | Q4 2025 | Feb 04, 2026 |
| Heritage Investment Group, Inc. | History | No change | 14,791 | 562 | 0.09% | 0.09% | 348 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 14,751 | 560 | 0.13% | 0.13% | 349 | -55 | -0.37% | Q4 2025 | Jan 15, 2026 |
| Zhang Financial LLC | History | Added to | 14,721 | 559 | 0.02% | 0.01% | 350 | +5,773 | 64.52% | Q4 2025 | Feb 10, 2026 |
| Nova R Wealth, Inc. | History | Added to | 14,534 | 552 | 0.2% | 0.23% | 351 | +33 | 0.23% | Q4 2025 | Jan 14, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 14,359 | 546 | 0.19% | 0.23% | 352 | -1,205 | -7.74% | Q4 2025 | Jan 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 14,290 | 543 | 0.0% | 0.0% | 353 | +9,262 | 184.21% | Q4 2025 | Feb 11, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 14,296 | 543 | 0.15% | 0.17% | 354 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 13,905 | 528 | 0.06% | 0.06% | 355 | -313 | -2.2% | Q4 2025 | Jan 29, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 13,661 | 526 | 0.19% | 0.3% | 356 | -5,665 | -29.31% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | No change | 13,826 | 525 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Spire Wealth Management | History | No change | 13,800 | 524 | 0.02% | 0.02% | 358 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 13,706 | 521 | 0.0% | 0.0% | 359 | +6,442 | 88.68% | Q4 2025 | Feb 13, 2026 |
| AWM CAPITAL, LLC | History | Added to | 13,425 | 510 | 0.05% | 0.05% | 361 | +30 | 0.22% | Q4 2025 | Feb 17, 2026 |
| Fortis Capital Management LLC | History | No change | 13,420 | 510 | 0.07% | 0.07% | 360 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 13,388 | 509 | 0.02% | 0.02% | 362 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Unison Advisors LLC | History | Added to | 13,306 | 506 | 0.04% | 0.05% | 363 | +29 | 0.22% | Q4 2025 | Jan 21, 2026 |
| O'Brien Wealth Partners LLC | History | New | 13,260 | 504 | 0.07% | — | 364 | +13,260 | New | Q4 2025 | Jan 22, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 13,176 | 501 | 0.25% | 0.23% | 365 | +983 | 8.06% | Q4 2025 | Feb 13, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 12,722 | 483 | 0.19% | 0.52% | 366 | -17,555 | -57.98% | Q4 2025 | Jan 20, 2026 |
| CGN Advisors LLC | History | No change | 12,600 | 479 | 0.04% | 0.04% | 367 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Belpointe Asset Management LLC | History | New | 12,408 | 471 | 0.02% | — | 368 | +12,408 | New | Q4 2025 | Jan 27, 2026 |
| Fortis Capital Advisors, LLC | History | New | 12,408 | 471 | 0.07% | — | 369 | +12,408 | New | Q4 2025 | Jan 27, 2026 |
| Cogent Private Wealth, Inc. | History | New | 12,253 | 465 | 0.35% | — | 371 | +12,253 | New | Q4 2025 | Feb 10, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 12,241 | 465 | 0.03% | 0.03% | 370 | +1,701 | 16.14% | Q4 2025 | Jan 29, 2026 |
| Stratos Investment Management, LLC | History | Added to | 12,169 | 462 | 0.02% | 0.02% | 372 | +23 | 0.19% | Q4 2025 | Jan 20, 2026 |
| COMERICA BANK | History | Added to | 12,014 | 456 | 0.0% | 0.0% | 373 | +2,060 | 20.7% | Q4 2025 | Jan 29, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 11,999 | 456 | 0.31% | 0.33% | 374 | -144 | -1.19% | Q4 2025 | Jan 27, 2026 |
| Hardy Reed LLC | History | New | 11,737 | 446 | 0.03% | — | 375 | +11,737 | New | Q4 2025 | Feb 06, 2026 |
| Navigoe, LLC | History | Added to | 11,680 | 444 | 0.27% | 0.27% | 377 | +269 | 2.36% | Q4 2025 | Feb 03, 2026 |
| AlphaCore Capital LLC | History | No change | 11,701 | 444 | 0.01% | 0.01% | 376 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| LRI Investments, LLC | History | Reduced | 11,614 | 441 | 0.04% | 0.04% | 378 | -36 | -0.31% | Q4 2025 | Feb 04, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 11,579 | 440 | 0.12% | 0.12% | 379 | +26 | 0.23% | Q4 2025 | Feb 11, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 11,512 | 437 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 11,478 | 436 | 0.02% | 0.03% | 381 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 11,453 | 435 | 0.05% | 0.06% | 382 | -1,425 | -11.07% | Q4 2025 | Feb 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 11,278 | 428 | 0.31% | 0.29% | 383 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| 55 North Private Wealth, LLC | History | New | 11,143 | 423 | 0.11% | — | 384 | +11,143 | New | Q4 2025 | Jan 27, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 10,917 | 415 | 0.09% | 0.12% | 385 | -3,987 | -26.75% | Q4 2025 | Jan 07, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 10,860 | 413 | 0.04% | 0.04% | 386 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Perigon Wealth Management, LLC | History | No change | 10,852 | 412 | 0.01% | 0.01% | 387 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Disciplined Equity Management, Inc. | History | No change | 10,840 | 412 | 0.21% | 0.22% | 388 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Summit Financial, LLC | History | Reduced | 10,806 | 410 | 0.01% | 0.01% | 389 | -471 | -4.18% | Q4 2025 | Feb 13, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 10,721 | 407 | 0.17% | 0.18% | 390 | -485 | -4.33% | Q4 2025 | Jan 14, 2026 |
| HANOVER ADVISORS INC | History | No change | 10,432 | 396 | 0.15% | 0.15% | 391 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Plancorp, LLC | History | No change | 10,263 | 390 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | New | 9,942 | 382 | 0.42% | — | 393 | +9,942 | New | Q4 2025 | Mar 02, 2026 |
| Avondale Wealth Management | History | Reduced | 9,919 | 377 | 0.19% | 0.2% | 394 | -1 | -0.01% | Q4 2025 | Feb 17, 2026 |
| Clark Asset Management, LLC | History | No change | 9,802 | 372 | 0.04% | 0.04% | 395 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| US BANCORP \DE\ | History | Reduced | 9,582 | 364 | 0.0% | 0.0% | 396 | -769 | -7.43% | Q4 2025 | Jan 30, 2026 |
| Advisory Services Network, LLC | History | Added to | 9,373 | 356 | 0.01% | 0.0% | 397 | +5,137 | 121.27% | Q4 2025 | Feb 17, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 9,356 | 355 | 0.04% | 0.04% | 399 | -37 | -0.39% | Q4 2025 | Jan 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 9,336 | 355 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pioneer Wealth Management Group | History | New | 9,308 | 353 | 0.11% | — | 400 | +9,308 | New | Q4 2025 | Jan 12, 2026 |
| Richard Young Associates, Ltd. | History | New | 8,938 | 339 | 0.26% | — | 401 | +8,938 | New | Q4 2025 | Feb 05, 2026 |
| BROWN ADVISORY INC | History | No change | 8,833 | 335 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 8,435 | 320 | 0.05% | 0.07% | 403 | +16 | 0.19% | Q4 2025 | Feb 03, 2026 |
| FIRST AMERICAN TRUST, FSB | History | New | 8,289 | 315 | 0.02% | — | 404 | +8,289 | New | Q4 2025 | Feb 11, 2026 |
| Capital Planning Advisors, LLC | History | New | 8,209 | 312 | 0.04% | — | 405 | +8,209 | New | Q4 2025 | Feb 17, 2026 |
| Compound Planning, Inc. | History | Reduced | 8,085 | 307 | 0.01% | 0.02% | 406 | -9,732 | -54.62% | Q4 2025 | Feb 19, 2026 |
| Hilltop Holdings Inc. | History | Added to | 7,786 | 296 | 0.02% | 0.02% | 407 | +84 | 1.09% | Q4 2025 | Feb 17, 2026 |
| CHOREO, LLC | History | Added to | 7,731 | 296 | 0.0% | 0.0% | 408 | +9 | 0.12% | Q4 2025 | Jan 23, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 7,765 | 295 | 0.15% | 0.16% | 409 | +17 | 0.22% | Q4 2025 | Feb 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 7,731 | 294 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 7,701 | 292 | 0.09% | 0.08% | 411 | +1,506 | 24.31% | Q4 2025 | Jan 22, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 7,560 | 287 | 0.1% | 0.12% | 412 | -31 | -0.41% | Q4 2025 | Feb 06, 2026 |
| Ameritas Advisory Services, LLC | History | New | 7,505 | 285 | 0.01% | — | 414 | +7,505 | New | Q4 2025 | Feb 04, 2026 |
| Saxony Capital Management, LLC | History | No change | 7,500 | 285 | 0.17% | 0.19% | 413 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 7,479 | 284 | 0.01% | 0.01% | 415 | -123 | -1.62% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 7,237 | 275 | 0.0% | 0.0% | 416 | -66,133 | -90.14% | Q4 2025 | Feb 17, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 6,883 | 261 | 0.06% | 0.07% | 417 | -1,703 | -19.83% | Q4 2025 | Jan 16, 2026 |
| Oath Planning, LLC | History | New | 6,827 | 259 | 0.26% | — | 419 | +6,827 | New | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 6,835 | 259 | 0.0% | 0.0% | 418 | +518 | 8.2% | Q4 2025 | Jan 26, 2026 |
| MASECO LLP | History | Added to | 6,790 | 258 | 0.01% | 0.01% | 420 | +12 | 0.18% | Q4 2025 | Jan 22, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 6,765 | 257 | 0.02% | 0.02% | 421 | -72 | -1.05% | Q4 2025 | Jan 22, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 6,403 | 243 | 0.0% | 0.0% | 422 | -302 | -4.5% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 6,377 | 242 | 0.0% | — | 424 | +6,377 | New | Q4 2025 | Jan 29, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 6,372 | 242 | 0.1% | 0.1% | 425 | +52 | 0.82% | Q4 2025 | Jan 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 6,389 | 242 | 0.0% | 0.0% | 423 | +14 | 0.22% | Q4 2025 | Jan 20, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 6,329 | 240 | 0.15% | 0.16% | 426 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Elevated Financial Group LLC | History | New | 6,262 | 238 | 0.08% | — | 427 | +6,262 | New | Q4 2025 | Jan 29, 2026 |
| Advyzon Investment Management, LLC | History | New | 6,239 | 237 | 0.03% | — | 429 | +6,239 | New | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 6,238 | 237 | 0.1% | 0.1% | 428 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| RHL GROUP, LLC | History | New | 6,181 | 235 | 0.19% | — | 430 | +6,181 | New | Q4 2025 | Feb 09, 2026 |
| BlackRock, Inc. | History | Added to | 6,080 | 231 | 0.0% | 0.0% | 431 | +4,480 | 280.0% | Q4 2025 | Feb 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 6,065 | 230 | 0.0% | — | 432 | +6,065 | New | Q4 2025 | Feb 02, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 5,954 | 226 | 0.01% | — | 433 | +5,954 | New | Q4 2025 | Feb 13, 2026 |
| American Capital Advisory, LLC | History | No change | 5,871 | 223 | 0.1% | 0.1% | 434 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| XTX Topco Ltd | History | Reduced | 5,858 | 222 | 0.01% | 0.03% | 435 | -8,151 | -58.18% | Q4 2025 | Feb 17, 2026 |
| Planning Project LLC | History | New | 5,781 | 219 | 0.06% | — | 436 | +5,781 | New | Q4 2025 | Feb 12, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 5,700 | 216 | 0.12% | 0.13% | 437 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 5,669 | 215 | 0.02% | 0.03% | 438 | +3 | 0.05% | Q4 2025 | Jan 28, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 5,545 | 210 | 0.06% | 0.06% | 439 | -43 | -0.77% | Q4 2025 | Jan 22, 2026 |
| Generations Wealth, LLC | History | New | 5,514 | 209 | 0.21% | — | 440 | +5,514 | New | Q4 2025 | Feb 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 5,449 | 207 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 5,399 | 205 | 0.05% | — | 442 | +5,399 | New | Q4 2025 | Feb 02, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | New | 5,391 | 205 | 0.09% | — | 443 | +5,391 | New | Q4 2025 | Jan 15, 2026 |
| Global Financial Private Client, LLC | History | New | 5,387 | 204 | 0.07% | — | 444 | +5,387 | New | Q4 2025 | Jan 27, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 4,485 | 170 | 0.0% | 0.0% | 445 | +25 | 0.56% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 3,924 | 149 | 0.0% | 0.0% | 446 | +1,243 | 46.36% | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | Added to | 3,809 | 144 | 0.02% | 0.02% | 447 | +8 | 0.21% | Q4 2025 | Feb 03, 2026 |
| UMB Bank, n.a. | History | No change | 3,367 | 128 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 3,191 | 121 | 0.03% | 0.03% | 449 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 2,845 | 108 | 0.01% | 0.01% | 450 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 2,666 | 101 | 0.01% | — | 451 | +2,666 | New | Q4 2025 | Jan 27, 2026 |
| HM PAYSON & CO | History | No change | 2,600 | 98 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Seneschal Advisors, LLC | History | New | 2,484 | 94 | 0.07% | — | 453 | +2,484 | New | Q4 2025 | Feb 13, 2026 |
| First Command Advisory Services, Inc. | History | No change | 2,350 | 89 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Morse Asset Management, Inc | History | No change | 2,258 | 85 | 0.02% | 0.02% | 455 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,234 | 84 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 2,000 | 76 | 0.02% | 0.04% | 457 | -1,573 | -44.02% | Q4 2025 | Jan 15, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,987 | 75 | 0.02% | 0.02% | 458 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MAI Capital Management | History | Added to | 1,874 | 71 | 0.0% | 0.0% | 459 | +1,781 | 1915.05% | Q4 2025 | Feb 13, 2026 |
| Millstone Evans Group, LLC | History | Added to | 1,833 | 69 | 0.04% | 0.04% | 460 | +173 | 10.42% | Q4 2025 | Feb 02, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 1,744 | 66 | 0.02% | 0.02% | 461 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CX Institutional | History | Added to | 1,638 | 62 | 0.0% | 0.0% | 462 | +3 | 0.18% | Q4 2025 | Feb 02, 2026 |
| Triumph Capital Management | History | New | 1,569 | 59 | 0.01% | — | 463 | +1,569 | New | Q4 2025 | Feb 12, 2026 |
| Investors Portfolio Services LLC | History | New | 1,569 | 59 | 0.05% | — | 465 | +1,569 | New | Q4 2025 | Feb 09, 2026 |
| Fairscale Capital, LLC | History | No change | 1,572 | 59 | 0.04% | 0.04% | 464 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Timmons Wealth Management, LLC | History | New | 1,487 | 56 | 0.06% | — | 466 | +1,487 | New | Q4 2025 | Feb 12, 2026 |
| Asset Dedication, LLC | History | Added to | 1,192 | 45 | 0.0% | 0.0% | 467 | +3 | 0.25% | Q4 2025 | Jan 26, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,140 | 43 | 0.0% | 0.01% | 468 | -11,428 | -90.93% | Q4 2025 | Feb 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 1,114 | 42 | 0.0% | — | 469 | +1,114 | New | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | New | 880 | 33 | 0.0% | — | 470 | +880 | New | Q4 2025 | Jan 28, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 849 | 32 | 0.0% | 0.0% | 471 | +260 | 44.14% | Q4 2025 | Feb 13, 2026 |
| Wealth Watch Advisors, INC | History | New | 777 | 29 | 0.01% | — | 472 | +777 | New | Q4 2025 | Feb 17, 2026 |
| Team Financial Group, LLC | History | No change | 744 | 28 | 0.01% | 0.01% | 473 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Lodestone Wealth Management LLC | History | New | 532 | 20 | 0.01% | — | 475 | +532 | New | Q4 2025 | Jan 15, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 524 | 20 | 0.0% | 0.0% | 474 | -187 | -26.3% | Q4 2025 | Jan 28, 2026 |
| Providence Capital Advisors, LLC | History | No change | 493 | 18 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 455 | 17 | 0.0% | 0.0% | 478 | +424 | 1367.74% | Q4 2025 | Feb 09, 2026 |
| Glassman Wealth Services | History | No change | 461 | 17 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Quent Capital, LLC | History | New | 430 | 16 | 0.0% | — | 481 | +430 | New | Q4 2025 | Jan 29, 2026 |
| DecisionPoint Financial, LLC | History | New | 430 | 16 | 0.0% | — | 482 | +430 | New | Q4 2025 | Jan 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 433 | 16 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | No change | 423 | 16 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 425 | 16 | 0.01% | 0.01% | 483 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 358 | 13 | 0.0% | 0.0% | 484 | -123 | -25.57% | Q4 2025 | Feb 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | New | 296 | 11 | 0.01% | — | 487 | +296 | New | Q4 2025 | Feb 05, 2026 |
| FAS Wealth Partners, Inc. | History | New | 291 | 11 | 0.0% | — | 485 | +291 | New | Q4 2025 | Feb 18, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 290 | 11 | 0.0% | — | 486 | +290 | New | Q4 2025 | Feb 05, 2026 |
| Versant Capital Management, Inc | History | New | 241 | 9 | 0.0% | — | 489 | +241 | New | Q4 2025 | Jan 08, 2026 |
| BFSG, LLC | History | No change | 257 | 9 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| West Financial Advisors, LLC | History | No change | 250 | 9 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| ASSETMARK, INC | History | No change | 222 | 8 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Horizon Investments, LLC | History | No change | 205 | 7 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Larson Financial Group LLC | History | Reduced | 150 | 5 | 0.0% | 0.0% | 493 | -321 | -68.15% | Q4 2025 | Feb 06, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 116 | 4 | 0.0% | — | 494 | +116 | New | Q4 2025 | Feb 10, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 122 | 4 | 0.06% | 0.06% | 495 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 79 | 3 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Integrity Financial Corp /WA | History | No change | 53 | 2 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Abound Wealth Management | History | New | 45 | 1 | 0.0% | — | 499 | +45 | New | Q4 2025 | Jan 12, 2026 |
| Prudent Man Investment Management, Inc. | History | New | 30 | 1 | 0.0% | — | 500 | +30 | New | Q4 2025 | Feb 12, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 3.75% | — | -621,173 | -100.0% | Q3 2025 | Nov 12, 2025 |
| My Personal CFO, LLC | History | Closed out | 0 | 0 | — | 4.15% | — | -284,045 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Waterloo Capital, L.P. | History | Closed out | 0 | 0 | — | 0.35% | — | -126,007 | -100.0% | Q3 2025 | Nov 05, 2025 |
| Main Street Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -82,903 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tandem Financial, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -31,614 | -100.0% | Q3 2025 | Oct 31, 2025 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -28,194 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,223 | -100.0% | Q3 2025 | Oct 30, 2025 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -12,168 | -100.0% | Q3 2025 | Oct 31, 2025 |
| EARNED WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -11,327 | -100.0% | Q3 2025 | Oct 22, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,747 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Archer Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -6,504 | -100.0% | Q3 2025 | Oct 09, 2025 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,256 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,673 | -100.0% | Q3 2025 | Oct 28, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,586 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,585 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,657 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Kozak & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -237 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 24 | 0 | — | — | — | +24 | New | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q4 2025 | Jan 21, 2026 |
| CoreCap Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Jan 13, 2026 |