AMERICAN CENTURY ETF TRUST - AVDE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | History | Added to | 7,502,434 | 636,548 | 0.15% | 0.11% | 1 | +1,347,142 | 21.89% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 5,027,310 | 426,516 | 0.22% | 0.17% | 2 | +870,327 | 20.94% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 4,999,263 | 424,112 | 0.61% | 0.48% | 3 | -825,663 | -14.17% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,916,520 | 417,117 | 0.11% | 0.11% | 4 | +523,556 | 11.92% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,679,558 | 398,065 | 0.81% | 0.58% | 5 | -422,491 | -8.28% | Q1 2026 | Apr 08, 2026 |
| LPL Financial LLC | History | Added to | 4,270,736 | 362,329 | 0.1% | 0.07% | 6 | +1,004,165 | 30.74% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,003,424 | 339,650 | 0.02% | 0.02% | 7 | +979,961 | 32.41% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 3,851,261 | 326,741 | 0.02% | 0.01% | 8 | +1,058,931 | 37.92% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,540,028 | 300,336 | 0.18% | 0.16% | 9 | +377,597 | 11.94% | Q1 2026 | May 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 3,407,612 | 289,101 | 5.94% | 2.39% | 10 | +1,952,383 | 134.16% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,096,165 | 262,678 | 0.15% | 0.13% | 11 | +169,759 | 5.8% | Q1 2026 | May 08, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 3,008,115 | 255,208 | 18.27% | 18.02% | 12 | +72,655 | 2.48% | Q1 2026 | Apr 29, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 2,909,857 | 246,872 | 2.09% | 1.93% | 13 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,626,851 | 222,862 | 0.24% | 0.21% | 14 | +293,115 | 12.56% | Q1 2026 | May 05, 2026 |
| MASECO LLP | History | New | 1,957,771 | 166,156 | 5.21% | — | 15 | +1,957,771 | New | Q1 2026 | Apr 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,817,012 | 154,155 | 0.03% | 0.01% | 16 | +882,832 | 94.5% | Q1 2026 | May 11, 2026 |
| Advance Capital Management, Inc. | History | Added to | 1,732,496 | 146,984 | 5.57% | 0.33% | 17 | +1,636,753 | 1709.53% | Q1 2026 | Apr 29, 2026 |
| HB Wealth Management, LLC | History | Reduced | 1,664,927 | 141,252 | 0.91% | 0.89% | 18 | -10,847 | -0.65% | Q1 2026 | Apr 27, 2026 |
| UBS Group AG | History | Added to | 1,587,900 | 134,717 | 0.02% | 0.01% | 19 | +526,611 | 49.62% | Q1 2026 | May 05, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 1,555,705 | 131,985 | 2.47% | 2.97% | 20 | -331,556 | -17.57% | Q1 2026 | Apr 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,511,611 | 128,245 | 0.04% | 0.03% | 21 | +512,769 | 51.34% | Q1 2026 | May 14, 2026 |
| Oak Root LLC | History | No change | 1,427,068 | 121,072 | 14.76% | 14.2% | 22 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CWM, LLC | History | Added to | 1,415,086 | 120,055 | 0.32% | 0.26% | 23 | +264,331 | 22.97% | Q1 2026 | May 14, 2026 |
| Gradient Investments LLC | History | Added to | 1,414,786 | 120,030 | 1.86% | 1.78% | 24 | +52,735 | 3.87% | Q1 2026 | Apr 13, 2026 |
| Focus Partners Wealth | History | Reduced | 1,289,900 | 114,344 | 0.13% | 0.13% | 25 | -94,004 | -6.79% | Q1 2026 | May 14, 2026 |
| Financial Plan, Inc. | History | Added to | 1,186,391 | 100,653 | 10.79% | 10.73% | 26 | +51,177 | 4.51% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,086,719 | 92,197 | 0.17% | 0.21% | 27 | +299,686 | 38.08% | Q1 2026 | May 01, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 1,086,496 | 92,178 | 12.98% | 13.78% | 28 | -72,534 | -6.26% | Q1 2026 | Apr 20, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 1,017,133 | 86,293 | 2.94% | 2.47% | 29 | +118,084 | 13.13% | Q1 2026 | May 07, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 1,007,149 | 85,446 | 4.02% | 2.49% | 30 | +377,987 | 60.08% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 934,365 | 79,271 | 0.42% | 0.57% | 31 | -59,135 | -5.95% | Q1 2026 | May 15, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 932,696 | 79,129 | 6.5% | 6.47% | 32 | -10,905 | -1.16% | Q1 2026 | May 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 925,232 | 78,496 | 1.41% | 1.14% | 33 | +168,181 | 22.22% | Q1 2026 | May 07, 2026 |
| Plancorp, LLC | History | Reduced | 864,565 | 77,335 | 2.2% | 2.16% | 34 | -1,896 | -0.22% | Q1 2026 | Apr 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 864,479 | 73,342 | 0.55% | 0.43% | 35 | +219,039 | 33.94% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 857,498 | 72,749 | 0.1% | 0.1% | 36 | +28,447 | 3.43% | Q1 2026 | May 15, 2026 |
| Werba Rubin Papier Wealth Management | History | New | 835,062 | 70,846 | 9.87% | — | 37 | +835,062 | New | Q1 2026 | May 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 809,026 | 69,697 | 1.19% | 0.94% | 38 | +181,565 | 28.94% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Added to | 757,248 | 68,970 | 1.02% | 1.11% | 39 | +75,098 | 11.01% | Q1 2026 | Apr 20, 2026 |
| Bank of New York Mellon Corp | History | Added to | 805,700 | 68,355 | 0.01% | 0.01% | 40 | +271,130 | 50.72% | Q1 2026 | May 05, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Added to | 798,188 | 67,718 | 12.64% | 11.79% | 41 | +33,378 | 4.36% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Added to | 794,001 | 67,518 | 0.33% | 0.24% | 42 | +235,009 | 42.04% | Q1 2026 | May 15, 2026 |
| ATWOOD & PALMER INC | History | Added to | 767,452 | 65,110 | 3.67% | 3.54% | 43 | +10,440 | 1.38% | Q1 2026 | Apr 15, 2026 |
| ESL Trust Services, LLC | History | Added to | 748,102 | 63,468 | 12.12% | 11.77% | 44 | +3,136 | 0.42% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 729,356 | 61,878 | 0.09% | 0.07% | 45 | +110,119 | 17.78% | Q1 2026 | Apr 27, 2026 |
| Savant Capital, LLC | History | Added to | 720,524 | 61,129 | 0.3% | 0.31% | 46 | +59,078 | 8.93% | Q1 2026 | May 04, 2026 |
| JNBA Financial Advisors | History | New | 708,211 | 60,084 | 5.0% | — | 47 | +708,211 | New | Q1 2026 | Apr 22, 2026 |
| HUB Investment Partners, LLC | History | Added to | 681,333 | 57,804 | 1.38% | 1.37% | 48 | +39,625 | 6.17% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 677,105 | 57,445 | 0.25% | 0.23% | 49 | +21,476 | 3.28% | Q1 2026 | May 15, 2026 |
| JSF Financial, LLC | History | Added to | 671,730 | 56,989 | 11.17% | 6.34% | 50 | +300,180 | 80.79% | Q1 2026 | May 07, 2026 |
| Simplicity Wealth,LLC | History | Added to | 647,822 | 54,961 | 3.11% | 3.02% | 51 | +31,737 | 5.15% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Reduced | 617,576 | 52,395 | 0.04% | 0.04% | 52 | -30,211 | -4.66% | Q1 2026 | May 12, 2026 |
| CGN Advisors LLC | History | Reduced | 617,185 | 52,362 | 4.14% | 4.13% | 53 | -15,607 | -2.47% | Q1 2026 | Apr 13, 2026 |
| BSW Wealth Partners | History | Reduced | 613,310 | 52,033 | 6.35% | 6.16% | 54 | -10,593 | -1.7% | Q1 2026 | Apr 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 595,083 | 50,486 | 0.19% | 0.17% | 55 | +91,869 | 18.26% | Q1 2026 | Apr 30, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 551,646 | 50,403 | 3.0% | 2.84% | 56 | +39,906 | 7.8% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Reduced | 585,132 | 49,642 | 4.89% | 6.19% | 57 | -14,223 | -2.37% | Q1 2026 | Apr 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 580,176 | 49,222 | 0.13% | 0.08% | 58 | +205,752 | 54.95% | Q1 2026 | Apr 30, 2026 |
| McLean Asset Management Corp | History | Added to | 544,215 | 46,171 | 8.08% | 7.6% | 59 | +46,983 | 9.45% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 543,527 | 46,112 | 0.71% | 0.72% | 60 | +110,899 | 25.63% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 489,854 | 41,559 | 0.51% | 0.51% | 61 | +17,880 | 3.79% | Q1 2026 | May 11, 2026 |
| Legacy Financial Strategies, LLC | History | Added to | 470,141 | 39,886 | 7.2% | 5.9% | 62 | +65,026 | 16.05% | Q1 2026 | Apr 30, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 456,882 | 38,761 | 4.35% | 4.32% | 63 | -10,275 | -2.2% | Q1 2026 | Apr 08, 2026 |
| Family Investment Center, Inc. | History | Added to | 456,402 | 38,721 | 7.45% | 4.06% | 64 | +212,369 | 87.02% | Q1 2026 | Apr 24, 2026 |
| Zhang Financial LLC | History | Added to | 452,332 | 38,375 | 1.33% | 1.23% | 65 | +50,124 | 12.46% | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 435,690 | 36,963 | 0.07% | 0.06% | 66 | +10,927 | 2.57% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 444,793 | 36,526 | 0.02% | 0.02% | 67 | +118,561 | 36.34% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | Added to | 429,697 | 36,455 | 3.84% | 3.38% | 68 | +72,639 | 20.34% | Q1 2026 | Apr 29, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 421,739 | 35,780 | 4.11% | 3.88% | 69 | -35,289 | -7.72% | Q1 2026 | May 01, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 424,678 | 34,921 | 0.0% | 0.0% | 70 | +165,412 | 63.8% | Q1 2026 | May 13, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 398,670 | 33,823 | 1.75% | 1.26% | 71 | +110,577 | 38.38% | Q1 2026 | Apr 21, 2026 |
| IAM Advisory, LLC | History | Reduced | 398,663 | 33,822 | 7.58% | 7.5% | 72 | -11,243 | -2.74% | Q1 2026 | Apr 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 392,404 | 33,291 | 0.05% | 0.05% | 73 | -16,064 | -3.93% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 377,620 | 32,037 | 0.38% | 0.37% | 74 | -8,345 | -2.16% | Q1 2026 | May 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 372,383 | 31,593 | 0.32% | 0.28% | 75 | +94,600 | 34.06% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 366,373 | 31,083 | 0.24% | 0.24% | 76 | +26,571 | 7.82% | Q1 2026 | Apr 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 366,255 | 31,073 | 0.36% | 0.0% | 77 | +361,980 | 8467.37% | Q1 2026 | May 08, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 363,129 | 30,807 | 2.94% | 2.82% | 78 | +3,984 | 1.11% | Q1 2026 | Apr 13, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 354,431 | 30,069 | 4.31% | 3.84% | 79 | +28,074 | 8.6% | Q1 2026 | Apr 27, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 352,164 | 29,877 | 1.74% | 1.75% | 80 | -7,553 | -2.1% | Q1 2026 | Apr 29, 2026 |
| Financial Enhancement Group LLC | History | Added to | 326,601 | 29,746 | 3.69% | 3.45% | 81 | +16,778 | 5.42% | Q1 2026 | Apr 20, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 349,944 | 29,689 | 0.74% | 0.55% | 82 | +96,299 | 37.97% | Q1 2026 | Apr 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 344,035 | 29,188 | 0.01% | 0.0% | 83 | +150,251 | 77.54% | Q1 2026 | May 15, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | New | 343,292 | 29,124 | 10.8% | — | 84 | +343,292 | New | Q1 2026 | Apr 14, 2026 |
| Krilogy Financial LLC | History | Added to | 321,599 | 28,992 | 0.93% | 0.95% | 85 | +208 | 0.06% | Q1 2026 | Apr 17, 2026 |
| BCR Wealth Strategies, LLC | History | Reduced | 341,186 | 28,946 | 9.07% | 9.32% | 86 | -340 | -0.1% | Q1 2026 | May 01, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 339,130 | 28,771 | 0.8% | 0.78% | 87 | +151 | 0.04% | Q1 2026 | May 12, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 330,713 | 28,057 | 4.23% | 4.23% | 88 | -1,115 | -0.34% | Q1 2026 | Apr 22, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 327,520 | 27,786 | 7.04% | — | 89 | +327,520 | New | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 324,355 | 27,518 | 0.13% | 0.1% | 90 | +59,142 | 22.3% | Q1 2026 | Apr 24, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 322,155 | 27,331 | 2.19% | 2.19% | 91 | -2,158 | -0.67% | Q1 2026 | May 15, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 315,497 | 26,766 | 3.87% | 3.41% | 92 | +6,045 | 1.95% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 312,514 | 26,513 | 0.26% | 0.37% | 93 | -142,827 | -31.37% | Q1 2026 | May 08, 2026 |
| ACT Advisors, LLC. | History | Added to | 312,372 | 26,501 | 11.27% | 10.1% | 94 | +1,222 | 0.39% | Q1 2026 | Apr 14, 2026 |
| B&D White Capital Company, LLC | History | Added to | 307,612 | 26,097 | 3.23% | 2.66% | 95 | +28,856 | 10.35% | Q1 2026 | May 13, 2026 |
| Yardley Wealth Management LLC | History | Added to | 304,944 | 25,871 | 13.26% | 13.14% | 96 | +4,694 | 1.56% | Q1 2026 | Apr 21, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 284,980 | 25,690 | 7.03% | 6.73% | 97 | +11,974 | 4.39% | Q1 2026 | Apr 17, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 305,877 | 25,479 | 3.37% | 2.53% | 98 | +78,647 | 34.61% | Q1 2026 | Apr 30, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Reduced | 298,067 | 25,288 | 8.54% | 8.8% | 99 | -599 | -0.2% | Q1 2026 | May 08, 2026 |
| Echo Wealth Management, LLC | History | Added to | 296,220 | 25,131 | 14.47% | 12.62% | 100 | +33,694 | 12.83% | Q1 2026 | Apr 21, 2026 |
| Oak Wealth Advisors LLC | History | Reduced | 295,906 | 25,104 | 13.79% | 14.19% | 101 | -4,266 | -1.42% | Q1 2026 | Apr 21, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 295,783 | 25,094 | 4.08% | 3.97% | 102 | -3,735 | -1.25% | Q1 2026 | Apr 23, 2026 |
| 55 North Private Wealth, LLC | History | Reduced | 291,992 | 24,772 | 6.34% | 6.63% | 103 | -13,449 | -4.4% | Q1 2026 | Apr 17, 2026 |
| RVW Wealth, LLC | History | Reduced | 291,172 | 24,703 | 1.92% | 1.9% | 104 | -11,019 | -3.65% | Q1 2026 | Apr 08, 2026 |
| HORAN Wealth, LLC | History | Added to | 289,574 | 24,529 | 2.33% | 3.56% | 105 | +7,695 | 2.73% | Q1 2026 | May 08, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 285,656 | 24,235 | 6.89% | 7.14% | 106 | +3,239 | 1.15% | Q1 2026 | Apr 27, 2026 |
| BWM Planning, LLC | History | Reduced | 284,591 | 24,144 | 6.37% | 6.63% | 107 | -16,758 | -5.56% | Q1 2026 | Apr 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 277,376 | 23,532 | 0.72% | 0.56% | 108 | +91,250 | 49.03% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Reduced | 275,248 | 23,352 | 1.03% | 1.02% | 109 | -713 | -0.26% | Q1 2026 | May 13, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 269,907 | 22,898 | 2.51% | 2.4% | 110 | -1,045 | -0.39% | Q1 2026 | Apr 23, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 268,799 | 22,804 | 10.73% | 10.16% | 111 | -3,409 | -1.25% | Q1 2026 | May 08, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 267,924 | 22,730 | 7.81% | 7.69% | 112 | +2,640 | 1.0% | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | Added to | 267,548 | 22,698 | 0.04% | 0.0% | 113 | +257,496 | 2561.64% | Q1 2026 | May 14, 2026 |
| Mason & Associates Inc | History | Added to | 271,188 | 22,299 | 4.32% | 4.07% | 114 | +8,473 | 3.23% | Q1 2026 | Apr 30, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 262,664 | 22,284 | 6.22% | 5.12% | 115 | +44,601 | 20.45% | Q1 2026 | May 07, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 262,157 | 22,241 | 2.92% | 2.94% | 116 | +4,824 | 1.87% | Q1 2026 | May 12, 2026 |
| Freedom Financial Partners LLC | History | Added to | 259,403 | 22,007 | 7.84% | 7.58% | 117 | +6,171 | 2.44% | Q1 2026 | Apr 16, 2026 |
| JRM Investment Counsel, LLC | History | Added to | 256,291 | 21,743 | 5.79% | 5.66% | 118 | +18,524 | 7.79% | Q1 2026 | May 14, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 255,742 | 21,697 | 2.42% | 2.01% | 119 | +44,592 | 21.12% | Q1 2026 | Apr 29, 2026 |
| Torren Management, LLC | History | Reduced | 255,555 | 21,681 | 10.8% | 14.79% | 120 | -96,287 | -27.37% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 255,020 | 21,641 | 0.03% | 0.02% | 121 | +78,182 | 44.21% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | Added to | 250,448 | 21,248 | 0.42% | 0.22% | 122 | +116,458 | 86.92% | Q1 2026 | Apr 17, 2026 |
| BCWM, LLC | History | Reduced | 248,835 | 21,111 | 5.98% | 6.65% | 123 | -20,838 | -7.73% | Q1 2026 | May 14, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Added to | 248,222 | 21,059 | 3.62% | 2.88% | 124 | +40,853 | 19.7% | Q1 2026 | May 13, 2026 |
| Trellis Wealth Advisors LLC | History | Reduced | 247,991 | 21,039 | 8.01% | 8.1% | 125 | -3,720 | -1.48% | Q1 2026 | Apr 15, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 243,720 | 20,677 | 5.46% | 5.3% | 126 | +11,423 | 4.92% | Q1 2026 | Apr 21, 2026 |
| Axiom Financial Strategies, LLC | History | Added to | 241,977 | 20,529 | 7.23% | 4.91% | 127 | +100,218 | 70.7% | Q1 2026 | Apr 21, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 234,645 | 19,906 | 5.59% | 5.8% | 128 | -232,221 | -49.74% | Q1 2026 | Apr 16, 2026 |
| Disciplina Capital Management LLC | History | Reduced | 232,834 | 19,753 | 2.09% | 2.25% | 129 | -5,927 | -2.48% | Q1 2026 | May 07, 2026 |
| Pearl Planning LLC | History | Added to | 231,116 | 19,607 | 10.48% | 10.45% | 130 | +23,457 | 11.3% | Q1 2026 | Apr 30, 2026 |
| Burton Enright Welch | History | Reduced | 224,161 | 19,017 | 2.59% | 2.62% | 131 | -2,321 | -1.02% | Q1 2026 | May 01, 2026 |
| Purpose Unlimited Inc. | History | New | 217,870 | 18,484 | 0.76% | — | 132 | +217,870 | New | Q1 2026 | May 15, 2026 |
| Strategic Financial Planning, Inc. | History | New | 633,360 | 18,417 | 10.78% | — | 133 | +633,360 | New | Q1 2026 | May 14, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 215,132 | 18,251 | 0.64% | 0.56% | 134 | +16,790 | 8.47% | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Added to | 210,391 | 17,849 | 0.23% | 0.25% | 135 | +5,685 | 2.78% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 210,314 | 17,843 | 0.7% | 0.88% | 136 | +113,923 | 118.19% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 208,978 | 17,729 | 0.29% | 0.26% | 137 | +12,369 | 6.29% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 206,061 | 17,482 | 0.05% | 0.04% | 138 | +13,338 | 6.92% | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | Added to | 201,814 | 17,121 | 0.07% | 0.05% | 139 | +57,106 | 39.46% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 197,396 | 16,747 | 0.19% | 0.19% | 140 | -4,105 | -2.04% | Q1 2026 | Apr 28, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 196,310 | 16,654 | 6.95% | 7.3% | 141 | -18,927 | -8.79% | Q1 2026 | Apr 23, 2026 |
| Broadway Wealth Solutions, Inc. | History | Added to | 192,426 | 16,325 | 8.44% | 8.41% | 142 | +1,125 | 0.59% | Q1 2026 | Apr 21, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 190,994 | 16,203 | 4.64% | 4.78% | 143 | -9,143 | -4.57% | Q1 2026 | Apr 15, 2026 |
| STEPHENS INC /AR/ | History | New | 187,536 | 15,910 | 0.2% | — | 144 | +187,536 | New | Q1 2026 | Apr 28, 2026 |
| Passive Capital Management, LLC. | History | Reduced | 185,707 | 15,755 | 4.7% | 4.8% | 145 | -730 | -0.39% | Q1 2026 | May 14, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 174,512 | 15,587 | 6.51% | 5.65% | 146 | +34,969 | 25.06% | Q1 2026 | May 04, 2026 |
| Independence Bank of Kentucky | History | Added to | 181,691 | 15,414 | 1.95% | 1.23% | 147 | +61,094 | 50.66% | Q1 2026 | Apr 30, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 180,257 | 15,293 | 1.38% | 1.38% | 148 | -4,013 | -2.18% | Q1 2026 | May 12, 2026 |
| Indivisible Partners | History | Added to | 179,724 | 15,247 | 1.35% | 1.53% | 149 | +8,368 | 4.88% | Q1 2026 | Apr 30, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 178,902 | 15,178 | 7.19% | 6.42% | 150 | +24,644 | 15.98% | Q1 2026 | May 01, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 177,667 | 15,073 | 2.56% | 2.16% | 151 | +23,353 | 15.13% | Q1 2026 | Apr 28, 2026 |
| MAI Capital Management | History | Added to | 177,109 | 15,025 | 0.08% | 0.04% | 152 | +90,933 | 105.52% | Q1 2026 | May 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 172,072 | 14,598 | 5.23% | 5.07% | 153 | -1,700 | -0.98% | Q1 2026 | Apr 14, 2026 |
| Align Financial, LLC | History | Reduced | 170,197 | 14,439 | 8.21% | 7.87% | 154 | -13,405,174 | -98.75% | Q1 2026 | May 08, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 174,999 | 14,405 | 0.93% | 0.93% | 155 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 167,503 | 14,210 | 4.86% | 4.98% | 156 | -2,489 | -1.46% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 167,301 | 14,193 | 0.15% | 0.09% | 157 | +73,071 | 77.55% | Q1 2026 | Apr 20, 2026 |
| Marietta Wealth Management, LLC | History | Reduced | 164,681 | 13,971 | 1.66% | 1.57% | 158 | -581 | -0.35% | Q1 2026 | Apr 21, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 162,811 | 13,812 | 1.83% | 1.49% | 159 | +32,277 | 24.73% | Q1 2026 | May 11, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 160,525 | 13,618 | 0.72% | 0.76% | 160 | -6,242 | -3.74% | Q1 2026 | Apr 27, 2026 |
| Financial Symmetry Inc | History | Added to | 147,846 | 13,255 | 4.71% | 4.62% | 161 | +10,164 | 7.38% | Q1 2026 | May 11, 2026 |
| Activest Wealth Management | History | Added to | 152,042 | 12,899 | 2.27% | 1.41% | 162 | +60,511 | 66.11% | Q1 2026 | Apr 15, 2026 |
| Lutz Financial Services LLC | History | Reduced | 147,685 | 12,529 | 0.84% | 0.86% | 163 | -6,637 | -4.3% | Q1 2026 | May 04, 2026 |
| Advisory Resource Group | History | Reduced | 146,838 | 12,457 | 2.14% | 2.15% | 164 | -1,373 | -0.93% | Q1 2026 | May 15, 2026 |
| Clarion Wealth Managment Partners, LLC | History | Added to | 143,946 | 12,212 | 11.06% | 6.41% | 165 | +59,726 | 70.92% | Q1 2026 | May 08, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 141,509 | 12,005 | 2.9% | 2.48% | 166 | +16,941 | 13.6% | Q1 2026 | May 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 138,831 | 11,778 | 0.13% | 0.14% | 167 | +10,931 | 8.55% | Q1 2026 | May 15, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 136,528 | 11,583 | 1.28% | 1.35% | 168 | -1,199 | -0.87% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 135,871 | 11,527 | 0.01% | 0.0% | 169 | +60,356 | 79.93% | Q1 2026 | May 15, 2026 |
| Mason & Associates, LLC | History | Reduced | 131,557 | 11,161 | 2.56% | 2.6% | 171 | -7,456 | -5.36% | Q1 2026 | Apr 21, 2026 |
| GeoWealth Management, LLC | History | Reduced | 131,560 | 11,161 | 0.4% | 0.42% | 170 | -7,446 | -5.36% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 128,995 | 11,112 | 0.1% | 0.07% | 172 | +52,717 | 69.11% | Q1 2026 | Apr 07, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 129,799 | 11,012 | 0.05% | 0.01% | 173 | +114,550 | 751.2% | Q1 2026 | May 14, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 434,671 | 11,005 | 7.33% | 7.01% | 174 | +312,796 | 256.65% | Q1 2026 | Apr 21, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | New | 129,560 | 10,991 | 0.05% | — | 175 | +129,560 | New | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 126,864 | 10,763 | 0.0% | 0.0% | 176 | +4,601 | 3.76% | Q1 2026 | May 13, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 125,335 | 10,633 | 1.92% | 2.58% | 177 | +9,203 | 7.92% | Q1 2026 | May 01, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 122,434 | 10,387 | 1.56% | 1.6% | 178 | -1,008 | -0.82% | Q1 2026 | Apr 14, 2026 |
| Core Wealth Advisors, Inc. | History | New | 118,750 | 10,074 | 2.4% | — | 179 | +118,750 | New | Q1 2026 | May 15, 2026 |
| Summit Portfolio Management, LTD. | History | New | 118,445 | 10,048 | 6.46% | — | 180 | +118,445 | New | Q1 2026 | Apr 30, 2026 |
| Trace Wealth Advisors, LLC | History | Reduced | 115,691 | 9,815 | 7.36% | 7.12% | 181 | -3,960 | -3.31% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 115,504 | 9,800 | 0.07% | 0.07% | 182 | +1,594 | 1.4% | Q1 2026 | May 14, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Added to | 113,902 | 9,663 | 2.56% | 2.35% | 183 | +4,740 | 4.34% | Q1 2026 | Apr 09, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 113,830 | 9,657 | 0.18% | 0.17% | 184 | -523 | -0.46% | Q1 2026 | Apr 10, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 112,091 | 9,509 | 6.15% | 5.8% | 185 | +3,362 | 3.09% | Q1 2026 | May 08, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 111,146 | 9,429 | 1.76% | 1.71% | 186 | +1,240 | 1.13% | Q1 2026 | Apr 28, 2026 |
| Quantinno Capital Management LP | History | Added to | 110,901 | 9,408 | 0.02% | 0.02% | 187 | +3,520 | 3.28% | Q1 2026 | May 15, 2026 |
| WorthPointe, LLC | History | Reduced | 110,820 | 9,402 | 2.55% | 3.06% | 188 | -30,734 | -21.71% | Q1 2026 | May 12, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 110,521 | 9,376 | 2.96% | 2.93% | 189 | +7,517 | 7.3% | Q1 2026 | Apr 15, 2026 |
| KilterHowling LLC | History | New | 109,658 | 9,303 | 4.69% | — | 190 | +109,658 | New | Q1 2026 | May 12, 2026 |
| Elyxium Wealth, LLC | History | Added to | 109,091 | 9,255 | 2.97% | 2.1% | 191 | +16,929 | 18.37% | Q1 2026 | May 06, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 108,685 | 9,220 | 4.3% | 4.45% | 192 | +641 | 0.59% | Q1 2026 | Apr 09, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 108,441 | 9,200 | 3.81% | 3.47% | 193 | +9,135 | 9.2% | Q1 2026 | Apr 13, 2026 |
| Divergent Planning, LLC | History | No change | 109,710 | 9,124 | 2.33% | 2.33% | 194 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Watchman Group, Inc. | History | Added to | 106,968 | 9,075 | 2.2% | 0.17% | 195 | +98,330 | 1138.34% | Q1 2026 | Apr 20, 2026 |
| ABLE Financial Group, LLC | History | Added to | 106,392 | 9,026 | 1.77% | 1.74% | 196 | +2,137 | 2.05% | Q1 2026 | Apr 20, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 106,222 | 9,011 | 2.92% | 2.87% | 197 | +1,016 | 0.97% | Q1 2026 | May 01, 2026 |
| Bauman Advisory Group, LLC | History | New | 106,165 | 9,007 | 6.31% | — | 198 | +106,165 | New | Q1 2026 | May 06, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 102,395 | 8,687 | 2.2% | 1.4% | 199 | +42,308 | 70.41% | Q1 2026 | Apr 28, 2026 |
| Clark Wealth Partners | History | Added to | 102,382 | 8,686 | 5.83% | 4.0% | 200 | +22,522 | 28.2% | Q1 2026 | May 11, 2026 |
| FSA Investment Group, LLC | History | New | 99,742 | 8,462 | 3.41% | — | 201 | +99,742 | New | Q1 2026 | Apr 21, 2026 |
| Annandale Capital, LLC | History | Reduced | 95,262 | 8,082 | 1.14% | 1.01% | 202 | -8,455 | -8.15% | Q1 2026 | May 15, 2026 |
| REDW Wealth LLC | History | Added to | 93,746 | 7,953 | 3.17% | 2.16% | 203 | +24,851 | 36.07% | Q1 2026 | May 07, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 87,598 | 7,815 | 0.17% | 0.19% | 204 | +401 | 0.46% | Q1 2026 | May 04, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 91,265 | 7,742 | 0.04% | 0.04% | 205 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 90,574 | 7,684 | 5.6% | 5.54% | 206 | -2,344 | -2.52% | Q1 2026 | May 05, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Reduced | 89,788 | 7,617 | 2.15% | 2.05% | 207 | -2,297 | -2.49% | Q1 2026 | Apr 15, 2026 |
| Independent Advisor Alliance | History | New | 89,535 | 7,596 | 0.08% | — | 208 | +89,535 | New | Q1 2026 | May 12, 2026 |
| AGH Wealth Advisors, LLC | History | Reduced | 89,115 | 7,561 | 5.56% | 7.35% | 209 | -29,764 | -25.04% | Q1 2026 | Apr 22, 2026 |
| Burk Holdings LLC | History | Added to | 88,797 | 7,533 | 3.23% | 3.37% | 210 | +2,915 | 3.39% | Q1 2026 | May 07, 2026 |
| Larson Financial Group LLC | History | Reduced | 88,518 | 7,509 | 0.24% | 0.25% | 211 | -3,663 | -3.97% | Q1 2026 | May 15, 2026 |
| Heritage Family Offices, LLP | History | Added to | 86,867 | 7,369 | 3.27% | 0.46% | 212 | +74,555 | 605.55% | Q1 2026 | Apr 08, 2026 |
| Holcombe Financial, Inc. | History | Added to | 86,639 | 7,350 | 4.32% | 3.96% | 213 | +9,996 | 13.04% | Q1 2026 | Apr 20, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 86,321 | 7,323 | 2.39% | 2.04% | 214 | +10,113 | 13.27% | Q1 2026 | Apr 10, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 86,224 | 7,315 | 0.0% | 0.02% | 215 | -1,613,776 | -94.93% | Q1 2026 | May 12, 2026 |
| Western Reserve Capital Management, LLC | History | Added to | 83,032 | 7,044 | 5.78% | 6.18% | 216 | +2,475 | 3.07% | Q1 2026 | Apr 27, 2026 |
| Orion Capital Management LLC | History | Added to | 82,763 | 7,021 | 2.42% | 1.5% | 217 | +28,395 | 52.23% | Q1 2026 | May 14, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 82,374 | 6,996 | 1.94% | 1.79% | 218 | +2,750 | 3.45% | Q1 2026 | Apr 27, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 81,429 | 6,908 | 3.75% | 2.76% | 219 | +20,577 | 33.81% | Q1 2026 | Apr 29, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 81,237 | 6,891 | 6.15% | — | 220 | +81,237 | New | Q1 2026 | May 07, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 80,858 | 6,859 | 1.27% | 1.24% | 221 | -1,555 | -1.89% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 80,406 | 6,821 | 0.34% | 0.36% | 222 | -2,990 | -3.59% | Q1 2026 | Apr 23, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | New | 79,944 | 6,782 | 5.2% | — | 223 | +79,944 | New | Q1 2026 | Apr 22, 2026 |
| CoreCap Advisors, LLC | History | Added to | 79,876 | 6,776 | 0.23% | 0.22% | 224 | +4,700 | 6.25% | Q1 2026 | Apr 07, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 79,477 | 6,742 | 5.3% | 5.02% | 225 | +5,823 | 7.91% | Q1 2026 | May 05, 2026 |
| Greenspring Advisors, LLC | History | Added to | 78,756 | 6,681 | 0.41% | 0.4% | 226 | +403 | 0.51% | Q1 2026 | May 04, 2026 |
| Petros Family Wealth, LLC | History | Added to | 78,446 | 6,655 | 4.74% | 3.89% | 227 | +7,536 | 10.63% | Q1 2026 | Apr 24, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 77,877 | 6,607 | 2.84% | 2.81% | 228 | +2,753 | 3.66% | Q1 2026 | Apr 08, 2026 |
| Madrid Wealth Management, LLC | History | Added to | 77,618 | 6,585 | 4.97% | 4.16% | 229 | +15,305 | 24.56% | Q1 2026 | Apr 21, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 76,358 | 6,478 | 2.68% | 2.33% | 230 | +4,750 | 6.63% | Q1 2026 | Apr 15, 2026 |
| marrick wealth, LLC | History | Reduced | 76,184 | 6,463 | 5.43% | 5.16% | 231 | -436 | -0.57% | Q1 2026 | Apr 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 76,058 | 6,452 | 0.03% | 0.02% | 232 | -510 | -0.67% | Q1 2026 | May 11, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 75,697 | 6,422 | 0.26% | 0.22% | 233 | +15,698 | 26.16% | Q1 2026 | May 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 77,627 | 6,390 | 0.31% | 0.3% | 234 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Mariner, LLC | History | Added to | 74,651 | 6,333 | 0.01% | 0.01% | 235 | +16,023 | 27.33% | Q1 2026 | May 13, 2026 |
| Wedmont Private Capital | History | Added to | 70,861 | 6,327 | 0.2% | 0.21% | 236 | +127 | 0.18% | Q1 2026 | Apr 09, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Added to | 73,274 | 6,216 | 5.04% | 4.97% | 237 | +690 | 0.95% | Q1 2026 | May 05, 2026 |
| Brown Financial Advisors | History | Reduced | 73,045 | 6,197 | 2.35% | 2.25% | 238 | -1,591 | -2.13% | Q1 2026 | May 15, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 73,041 | 6,196 | 2.78% | 2.72% | 239 | +211 | 0.29% | Q1 2026 | May 15, 2026 |
| Certified Advisory Corp | History | Added to | 71,883 | 6,098 | 0.55% | 0.52% | 240 | +1,885 | 2.69% | Q1 2026 | Apr 17, 2026 |
| E-Wealth Partners, LLC | History | No change | 73,288 | 6,033 | 5.07% | 5.07% | 241 | 0 | 0.0% | Q4 2025 | May 13, 2026 |
| Waterfront Wealth Inc. | History | Added to | 70,636 | 5,992 | 1.1% | 1.01% | 242 | +9,864 | 16.23% | Q1 2026 | Apr 30, 2026 |
| True North Advisors, LLC | History | Added to | 69,882 | 5,928 | 0.68% | 0.05% | 243 | +64,816 | 1279.43% | Q1 2026 | May 07, 2026 |
| Legacy Wealth Management, LLC / MS | History | New | 65,445 | 5,552 | 1.58% | — | 244 | +65,445 | New | Q1 2026 | Apr 10, 2026 |
| IHT Wealth Management, LLC | History | Added to | 65,086 | 5,521 | 0.13% | 0.1% | 245 | +14,127 | 27.72% | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 64,758 | 5,514 | 0.2% | 0.16% | 246 | +52,993 | 450.43% | Q1 2026 | May 14, 2026 |
| Meredith Wealth Planning | History | Added to | 64,897 | 5,505 | 1.49% | 0.97% | 247 | +25,138 | 63.23% | Q1 2026 | Apr 27, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 64,694 | 5,488 | 0.69% | 0.45% | 248 | +24,671 | 61.64% | Q1 2026 | Apr 16, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 63,837 | 5,415 | 0.31% | 0.31% | 249 | +1,017 | 1.62% | Q1 2026 | Apr 09, 2026 |
| BLVD Private Wealth, LLC | History | Added to | 62,207 | 5,277 | 4.59% | 4.45% | 250 | +161 | 0.26% | Q1 2026 | Apr 23, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 61,300 | 5,200 | 1.85% | — | 251 | +61,300 | New | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | Added to | 60,430 | 5,126 | 1.42% | 1.46% | 252 | +61 | 0.1% | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 59,902 | 5,082 | 0.07% | 0.07% | 253 | +2,085 | 3.61% | Q1 2026 | May 15, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 58,711 | 4,981 | 0.49% | 0.52% | 254 | -6,373 | -9.79% | Q1 2026 | Apr 29, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 58,631 | 4,974 | 1.35% | 1.15% | 255 | +7,677 | 15.07% | Q1 2026 | May 12, 2026 |
| StrongBox Wealth, LLC | History | Added to | 58,444 | 4,958 | 1.59% | 1.03% | 256 | +20,186 | 52.76% | Q1 2026 | May 08, 2026 |
| McCartney Wealth Management LLC | History | Added to | 58,339 | 4,949 | 4.17% | 4.11% | 257 | +449 | 0.78% | Q1 2026 | May 11, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Reduced | 58,196 | 4,937 | 1.97% | 2.0% | 258 | -1,218 | -2.05% | Q1 2026 | Apr 24, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 58,130 | 4,931 | 0.12% | 0.05% | 259 | +33,172 | 132.91% | Q1 2026 | Apr 07, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 57,857 | 4,908 | 0.6% | 0.39% | 260 | +20,264 | 53.9% | Q1 2026 | Apr 23, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 57,749 | 4,899 | 0.84% | 0.66% | 261 | +10,419 | 22.01% | Q1 2026 | May 04, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 55,659 | 4,722 | 0.42% | 0.48% | 262 | +5,808 | 11.65% | Q1 2026 | May 12, 2026 |
| Grove Bank & Trust | History | Added to | 55,028 | 4,668 | 0.53% | 0.48% | 263 | +2,971 | 5.71% | Q1 2026 | Apr 08, 2026 |
| CITIZENS & NORTHERN CORP | History | No change | 54,809 | 4,649 | 1.16% | 1.12% | 264 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Evensky & Katz LLC | History | Reduced | 54,276 | 4,605 | 0.26% | 0.25% | 265 | -280 | -0.51% | Q1 2026 | Apr 22, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 53,989 | 4,580 | 0.39% | 0.42% | 266 | -5,350 | -9.02% | Q1 2026 | Apr 07, 2026 |
| Glenview Trust Co | History | Added to | 53,612 | 4,548 | 0.07% | 0.04% | 267 | +25,008 | 87.43% | Q1 2026 | May 08, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 52,693 | 4,470 | 2.42% | 2.32% | 268 | +3,564 | 7.25% | Q1 2026 | May 14, 2026 |
| Wheels Up Wealth, Inc. | History | Reduced | 52,599 | 4,462 | 4.19% | 4.33% | 269 | -3,910 | -6.92% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 52,497 | 4,453 | 0.0% | — | 270 | +52,497 | New | Q1 2026 | May 15, 2026 |
| Symmetry Partners, LLC | History | Reduced | 52,185 | 4,427 | 0.25% | 0.26% | 271 | -688 | -1.3% | Q1 2026 | Apr 27, 2026 |
| Flagstone Financial Management | History | Reduced | 51,461 | 4,365 | 1.08% | 1.12% | 272 | -1,443 | -2.73% | Q1 2026 | Apr 27, 2026 |
| Capstone Wealth Management, Inc. | History | Added to | 49,862 | 4,288 | 3.64% | 3.29% | 273 | +4,651 | 10.29% | Q1 2026 | May 15, 2026 |
| Paladin Wealth, LLC | History | Added to | 50,359 | 4,272 | 2.94% | 2.57% | 274 | +4,671 | 10.22% | Q1 2026 | Apr 16, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 50,271 | 4,264 | 0.46% | 0.52% | 275 | -5,181 | -9.34% | Q1 2026 | Apr 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 51,210 | 4,215 | 0.03% | 0.02% | 276 | +9,170 | 21.81% | Q1 2026 | May 15, 2026 |
| Family Office Research LLC | History | Reduced | 49,479 | 4,197 | 1.82% | 1.69% | 277 | -516 | -1.03% | Q1 2026 | May 13, 2026 |
| Cypress Point Wealth Management, LLC | History | Reduced | 49,430 | 4,193 | 0.9% | 0.89% | 278 | -39 | -0.08% | Q1 2026 | Apr 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 49,199 | 4,174 | 0.0% | 0.0% | 279 | +31,676 | 180.77% | Q1 2026 | May 12, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 49,011 | 4,158 | 0.68% | 0.7% | 280 | -1,350 | -2.68% | Q1 2026 | Apr 21, 2026 |
| Merited Wealth, LLC | History | Added to | 48,752 | 4,136 | 3.43% | 1.68% | 281 | +26,793 | 122.01% | Q1 2026 | Apr 24, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 47,592 | 4,037 | 0.09% | 0.11% | 282 | -9,615 | -16.81% | Q1 2026 | May 15, 2026 |
| Paul R. Ried Financial Group, LLC | History | Added to | 47,592 | 4,037 | 1.88% | 1.77% | 283 | +2,109 | 4.64% | Q1 2026 | May 07, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 47,376 | 4,019 | 3.73% | 3.6% | 284 | +455 | 0.97% | Q1 2026 | Apr 24, 2026 |
| Herold Advisors, Inc. | History | Added to | 46,426 | 3,938 | 0.86% | 0.81% | 285 | +2,579 | 5.88% | Q1 2026 | May 14, 2026 |
| Heirloom Wealth Management | History | Added to | 46,017 | 3,904 | 0.7% | 0.7% | 286 | +8,956 | 24.17% | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 47,173 | 3,883 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 44,994 | 3,817 | 0.0% | 0.0% | 288 | +41,109 | 1058.15% | Q1 2026 | May 15, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 42,458 | 3,797 | 0.34% | 0.34% | 289 | -101 | -0.24% | Q1 2026 | Apr 29, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 44,084 | 3,740 | 0.29% | 0.27% | 290 | +3,520 | 8.68% | Q1 2026 | Apr 22, 2026 |
| Networth Advisors, LLC | History | Added to | 44,023 | 3,734 | 2.64% | 2.45% | 291 | +3,685 | 9.14% | Q1 2026 | Apr 22, 2026 |
| Falcon Wealth Planning | History | Reduced | 43,599 | 3,698 | 0.25% | 0.31% | 292 | -1,528 | -3.39% | Q1 2026 | Apr 20, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 43,531 | 3,693 | 1.5% | 2.1% | 293 | -14,369 | -24.82% | Q1 2026 | Apr 30, 2026 |
| Plum Street Advisors, LLC | History | Reduced | 43,267 | 3,670 | 1.27% | 1.28% | 294 | -495 | -1.13% | Q1 2026 | May 14, 2026 |
| MOTCO | History | Added to | 42,685 | 3,621 | 0.33% | 0.3% | 295 | +3,112 | 7.86% | Q1 2026 | Apr 22, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Added to | 39,623 | 3,600 | 2.87% | 1.91% | 296 | +11,964 | 43.26% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 43,565 | 3,586 | 0.07% | 0.07% | 297 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 41,927 | 3,557 | 1.4% | 1.04% | 298 | +10,124 | 31.83% | Q1 2026 | May 04, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 41,812 | 3,547 | 0.29% | 0.27% | 299 | +4,087 | 10.83% | Q1 2026 | May 05, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Reduced | 38,585 | 3,514 | 1.45% | 1.48% | 300 | -54 | -0.14% | Q1 2026 | Apr 22, 2026 |