AMERICAN CENTURY ETF TRUST - AVDV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 30,361,872 | 2,933,870 | 1.41% | 1.77% | 1 | -579,230 | -1.87% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 23,779,849 | 2,374,655 | 1.61% | 1.52% | 2 | +1,187,441 | 5.26% | Q1 2026 | May 12, 2026 |
| Savant Capital, LLC | History | Added to | 11,522,222 | 1,150,609 | 5.56% | 6.11% | 3 | +82,353 | 0.72% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Added to | 4,375,680 | 437,273 | 0.49% | 0.44% | 4 | +256,938 | 6.24% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 4,117,972 | 410,893 | 4.14% | 4.5% | 5 | +212,979 | 5.45% | Q1 2026 | May 13, 2026 |
| Accredited Investors Inc. | History | Added to | 2,633,904 | 263,021 | 14.17% | 13.03% | 6 | +23,628 | 0.91% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,562,549 | 255,896 | 0.07% | 0.06% | 7 | +280,862 | 12.31% | Q1 2026 | May 04, 2026 |
| Mason Investment Advisory Services, Inc. | History | Reduced | 2,360,214 | 235,691 | 10.88% | 10.77% | 8 | -55,584 | -2.3% | Q1 2026 | May 14, 2026 |
| Modera Wealth Management, LLC | History | Added to | 2,188,303 | 218,523 | 2.62% | 2.26% | 9 | +108,785 | 5.23% | Q1 2026 | May 06, 2026 |
| Haverford Trust Co | History | Added to | 1,660,500 | 165,817 | 1.52% | 1.37% | 10 | +20,980 | 1.28% | Q1 2026 | May 11, 2026 |
| Pure Financial Advisors, LLC | History | New | 1,647,863 | 164,555 | 2.36% | — | 11 | +1,647,863 | New | Q1 2026 | Apr 10, 2026 |
| LPL Financial LLC | History | Added to | 1,636,238 | 163,394 | 0.04% | 0.04% | 12 | +210,017 | 14.73% | Q1 2026 | May 06, 2026 |
| Cerity Partners LLC | History | Added to | 1,423,552 | 142,155 | 0.2% | 0.18% | 13 | +89,620 | 6.72% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,330,144 | 132,638 | 0.19% | 0.16% | 14 | +63,818 | 5.04% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,201,875 | 120,019 | 0.06% | 0.05% | 15 | +163,980 | 15.8% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,093,841 | 109,231 | 0.01% | 0.0% | 16 | +226,003 | 26.04% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 957,139 | 95,579 | 0.04% | 0.03% | 17 | +19,654 | 2.1% | Q1 2026 | May 13, 2026 |
| Unison Advisors LLC | History | Reduced | 827,530 | 82,637 | 6.27% | 6.81% | 18 | -1,428 | -0.17% | Q1 2026 | Apr 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 800,212 | 79,909 | 0.01% | 0.0% | 19 | +492,655 | 160.18% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 762,781 | 76,171 | 0.05% | 0.04% | 20 | +162,063 | 26.98% | Q1 2026 | May 07, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 697,531 | 69,655 | 3.7% | 3.62% | 21 | -2,219 | -0.32% | Q1 2026 | Apr 27, 2026 |
| Frontier Asset Management, LLC | History | Added to | 660,273 | 65,934 | 13.82% | 12.72% | 22 | +76,400 | 13.09% | Q1 2026 | May 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 647,182 | 64,627 | 0.36% | 0.33% | 23 | +10,637 | 1.67% | Q1 2026 | Apr 30, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 630,579 | 62,969 | 1.09% | 1.02% | 24 | +18,165 | 2.97% | Q1 2026 | May 04, 2026 |
| Wealth Management Nebraska | History | Added to | 565,044 | 56,425 | 5.72% | 5.94% | 25 | +12,355 | 2.24% | Q1 2026 | May 15, 2026 |
| Burton Enright Welch | History | Reduced | 557,390 | 55,660 | 7.57% | 7.51% | 26 | -10,107 | -1.78% | Q1 2026 | May 01, 2026 |
| Empowered Funds, LLC | History | New | 543,283 | 54,252 | 0.35% | — | 27 | +543,283 | New | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 532,125 | 53,137 | 0.26% | 0.01% | 28 | +505,991 | 1936.14% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Added to | 489,839 | 52,834 | 0.78% | 0.87% | 29 | +19,440 | 4.13% | Q1 2026 | Apr 20, 2026 |
| Horizon Investments, LLC | History | Reduced | 527,553 | 52,681 | 0.59% | 0.71% | 30 | -65,788 | -11.09% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 517,400 | 51,667 | 0.05% | 0.06% | 31 | -61,605 | -10.64% | Q1 2026 | May 05, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 506,111 | 50,540 | 5.58% | 5.69% | 32 | -2,904 | -0.57% | Q1 2026 | May 12, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Reduced | 505,685 | 50,497 | 4.63% | 4.59% | 33 | -3,308 | -0.65% | Q1 2026 | Apr 23, 2026 |
| Divergent Planning, LLC | History | No change | 529,894 | 50,239 | 12.83% | 12.83% | 34 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Foster Group, Inc. | History | Reduced | 495,563 | 49,486 | 1.47% | 1.55% | 35 | -51,313 | -9.38% | Q1 2026 | Apr 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 478,967 | 47,830 | 0.37% | 0.39% | 36 | -13,855 | -2.81% | Q1 2026 | Apr 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 453,456 | 45,282 | 0.01% | 0.0% | 37 | +451,156 | 19615.48% | Q1 2026 | May 15, 2026 |
| Brickley Wealth Management | History | Reduced | 451,270 | 45,063 | 7.73% | 7.18% | 38 | -1,900 | -0.42% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 448,414 | 44,778 | 0.05% | 0.04% | 39 | +49,846 | 12.51% | Q1 2026 | May 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 426,729 | 42,613 | 2.9% | 2.83% | 40 | -10,351 | -2.37% | Q1 2026 | May 14, 2026 |
| Greenline Partners, LLC | History | Added to | 411,922 | 41,134 | 4.42% | 4.34% | 41 | +8,641 | 2.14% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 402,129 | 40,156 | 0.01% | 0.01% | 42 | +115,864 | 40.47% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 384,046 | 38,350 | 0.04% | 0.04% | 43 | -37,695 | -8.94% | Q1 2026 | May 12, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 378,227 | 37,769 | 4.06% | 4.23% | 44 | -20,337 | -5.1% | Q1 2026 | Apr 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 340,704 | 34,022 | 0.15% | 0.15% | 45 | -48,625 | -12.49% | Q1 2026 | May 15, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 339,046 | 33,847 | 6.73% | 6.62% | 46 | +4,126 | 1.23% | Q1 2026 | May 08, 2026 |
| Symmetry Partners, LLC | History | Added to | 337,844 | 33,737 | 1.93% | 1.86% | 47 | +3,428 | 1.03% | Q1 2026 | Apr 27, 2026 |
| Marquette Asset Management, LLC | History | Added to | 330,321 | 32,985 | 4.93% | 4.55% | 48 | +2,345 | 0.71% | Q1 2026 | Apr 23, 2026 |
| Werba Rubin Papier Wealth Management | History | New | 327,494 | 32,703 | 4.55% | — | 49 | +327,494 | New | Q1 2026 | May 12, 2026 |
| AlphaCore Capital LLC | History | Reduced | 322,571 | 32,211 | 0.76% | 0.7% | 50 | -11,855 | -3.54% | Q1 2026 | May 15, 2026 |
| Meredith Wealth Planning | History | Reduced | 313,555 | 31,311 | 8.48% | 9.02% | 51 | -8,808 | -2.73% | Q1 2026 | Apr 27, 2026 |
| Opus Capital Group, LLC | History | Reduced | 313,238 | 31,280 | 3.36% | 3.48% | 52 | -28,321 | -8.29% | Q1 2026 | Apr 30, 2026 |
| Pathstone Holdings, LLC | History | Added to | 312,794 | 31,235 | 0.12% | 0.11% | 53 | +11,410 | 3.79% | Q1 2026 | May 11, 2026 |
| Krilogy Financial LLC | History | Added to | 293,193 | 31,204 | 1.0% | 1.0% | 54 | +7,192 | 2.51% | Q1 2026 | Apr 17, 2026 |
| Angeles Investment Advisors, LLC | History | New | 295,050 | 29,463 | 1.98% | — | 55 | +295,050 | New | Q1 2026 | Apr 28, 2026 |
| Emprise Bank | History | Added to | 288,385 | 28,798 | 11.56% | 10.43% | 56 | +21,400 | 8.02% | Q1 2026 | Apr 20, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 282,603 | 28,220 | 0.44% | 0.05% | 57 | +251,287 | 802.42% | Q1 2026 | May 04, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 277,457 | 27,706 | 0.28% | 0.32% | 58 | -31,464 | -10.19% | Q1 2026 | May 12, 2026 |
| ATWOOD & PALMER INC | History | Added to | 272,527 | 27,214 | 1.54% | 1.42% | 59 | +7,492 | 2.83% | Q1 2026 | Apr 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 270,952 | 27,057 | 0.04% | 0.03% | 60 | +38,945 | 16.79% | Q1 2026 | Apr 27, 2026 |
| Falcon Wealth Planning | History | Reduced | 262,493 | 26,212 | 1.79% | 2.12% | 61 | -5,707 | -2.13% | Q1 2026 | Apr 20, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 261,555 | 26,118 | 0.3% | 0.31% | 62 | -11,771 | -4.31% | Q1 2026 | May 08, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 259,429 | 25,906 | 17.42% | 16.8% | 63 | -2,961 | -1.13% | Q1 2026 | Apr 16, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Reduced | 236,077 | 25,463 | 10.48% | 10.65% | 64 | -7,779 | -3.19% | Q1 2026 | Apr 22, 2026 |
| DEFINE FINANCIAL, LLC | History | Reduced | 252,101 | 25,174 | 13.66% | 13.51% | 65 | -1,472 | -0.58% | Q1 2026 | Apr 14, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 249,502 | 24,915 | 9.38% | 9.24% | 66 | -7,447 | -2.9% | Q1 2026 | May 11, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 249,014 | 24,866 | 1.0% | 1.04% | 67 | -27,237 | -9.86% | Q1 2026 | Apr 28, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 245,336 | 24,499 | 3.68% | 3.56% | 68 | +4,631 | 1.92% | Q1 2026 | Apr 14, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 233,349 | 24,492 | 3.75% | 3.58% | 69 | -5,241 | -2.2% | Q1 2026 | Apr 16, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 241,467 | 24,112 | 6.37% | 6.03% | 70 | +5,928 | 2.52% | Q1 2026 | Apr 20, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 239,518 | 23,918 | 0.17% | 0.15% | 71 | +34,330 | 16.73% | Q1 2026 | Apr 14, 2026 |
| B&D White Capital Company, LLC | History | Added to | 238,274 | 23,794 | 2.94% | 1.4% | 72 | +109,538 | 85.09% | Q1 2026 | May 13, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 221,292 | 22,098 | 8.64% | 8.84% | 73 | -14,994 | -6.35% | Q1 2026 | Apr 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 218,924 | 21,861 | 0.0% | 0.0% | 74 | +47,976 | 28.06% | Q1 2026 | May 11, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 215,718 | 21,541 | 3.8% | 0.06% | 75 | +212,220 | 6066.9% | Q1 2026 | May 14, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 204,845 | 20,455 | 2.29% | 2.24% | 76 | -7,081 | -3.34% | Q1 2026 | Apr 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 202,148 | 20,186 | 0.01% | 0.01% | 77 | +48,273 | 31.37% | Q1 2026 | May 15, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 199,377 | 19,909 | 5.53% | 5.38% | 78 | +10,203 | 5.39% | Q1 2026 | Apr 24, 2026 |
| Wealth Architects, LLC | History | Reduced | 198,353 | 19,807 | 1.77% | 1.69% | 79 | -1,217 | -0.61% | Q1 2026 | May 15, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 193,233 | 19,296 | 3.29% | 2.88% | 80 | +19,288 | 11.09% | Q1 2026 | Apr 15, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 191,520 | 19,125 | 2.01% | 2.04% | 81 | +74,592 | 63.79% | Q1 2026 | Apr 17, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 189,908 | 18,964 | 3.39% | 3.1% | 82 | +12,961 | 7.32% | Q1 2026 | May 01, 2026 |
| Plancorp, LLC | History | Added to | 176,058 | 18,579 | 0.53% | 0.5% | 83 | +1 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 181,821 | 18,156 | 0.33% | 0.3% | 84 | +2,236 | 1.25% | Q1 2026 | Apr 10, 2026 |
| Prosperity Planning, Inc. | History | Added to | 181,542 | 18,128 | 4.59% | 4.4% | 85 | +2,671 | 1.49% | Q1 2026 | Apr 10, 2026 |
| Great Point Wealth Advisors, LLC | History | Added to | 179,401 | 17,915 | 3.31% | 3.03% | 86 | +2,808 | 1.59% | Q1 2026 | Apr 27, 2026 |
| Summit Portfolio Management, LTD. | History | New | 179,161 | 17,891 | 11.51% | — | 87 | +179,161 | New | Q1 2026 | Apr 30, 2026 |
| McMill Wealth Management | History | Reduced | 178,302 | 17,805 | 4.73% | 4.79% | 88 | -3,109 | -1.71% | Q1 2026 | May 13, 2026 |
| Invariant Investment Management | History | Reduced | 167,728 | 17,604 | 10.84% | 11.08% | 89 | -10,461 | -5.87% | Q1 2026 | Apr 13, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 175,760 | 17,551 | 5.93% | 5.8% | 90 | +3,370 | 1.95% | Q1 2026 | May 08, 2026 |
| World Investment Advisors | History | Reduced | 173,052 | 17,280 | 0.28% | 0.3% | 91 | -22,460 | -11.49% | Q1 2026 | Apr 27, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 172,112 | 17,187 | 1.94% | 1.61% | 92 | +12,451 | 7.8% | Q1 2026 | May 04, 2026 |
| Penserra Capital Management LLC | History | New | 171,959 | 17,171 | 0.2% | — | 93 | +171,959 | New | Q1 2026 | May 11, 2026 |
| JRM Investment Counsel, LLC | History | Added to | 171,919 | 17,167 | 4.57% | 4.26% | 94 | +15,357 | 9.81% | Q1 2026 | May 14, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 168,793 | 16,855 | 3.79% | 2.59% | 95 | +53,379 | 46.25% | Q1 2026 | May 14, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 165,086 | 16,485 | 3.16% | 2.98% | 96 | +8,603 | 5.5% | Q1 2026 | Apr 24, 2026 |
| Kaufman Rossin Wealth, LLC | History | Reduced | 164,325 | 16,409 | 9.41% | 8.18% | 97 | -2,775 | -1.66% | Q1 2026 | Apr 17, 2026 |
| Waverly Advisors, LLC | History | Added to | 164,108 | 16,387 | 0.12% | 0.12% | 98 | +5,269 | 3.32% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 162,336 | 16,210 | 0.04% | 0.04% | 99 | +3,423 | 2.15% | Q1 2026 | May 14, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 160,275 | 16,005 | 7.52% | 7.19% | 100 | +7,265 | 4.75% | Q1 2026 | Apr 14, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 159,820 | 15,959 | 6.47% | 6.72% | 101 | -2,870 | -1.76% | Q1 2026 | Apr 30, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Reduced | 151,764 | 15,155 | 1.95% | 2.24% | 102 | -19,433 | -11.35% | Q1 2026 | Apr 17, 2026 |
| LIBRA WEALTH LLC | History | Added to | 148,916 | 14,870 | 4.19% | 3.74% | 103 | +6,631 | 4.66% | Q1 2026 | Apr 28, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 148,675 | 14,846 | 4.17% | 4.18% | 104 | -146,112 | -49.57% | Q1 2026 | Apr 16, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 147,139 | 14,693 | 4.31% | 4.03% | 105 | +5,115 | 3.6% | Q1 2026 | Apr 16, 2026 |
| Flagstone Financial Management | History | Reduced | 146,479 | 14,627 | 3.63% | 3.72% | 106 | -7,744 | -5.02% | Q1 2026 | Apr 27, 2026 |
| Cornerstone Wealth Partners, LLC | History | Added to | 145,241 | 14,503 | 8.23% | 8.52% | 107 | +14,530 | 11.12% | Q1 2026 | May 12, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 143,388 | 14,318 | 3.76% | 3.61% | 108 | -312 | -0.22% | Q1 2026 | Apr 23, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 140,608 | 14,041 | 5.28% | 5.02% | 109 | +2,297 | 1.66% | Q1 2026 | Apr 21, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 140,351 | 14,015 | 1.82% | 1.61% | 110 | +6,122 | 4.56% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Reduced | 139,145 | 13,895 | 0.02% | 0.02% | 111 | -12,906 | -8.49% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 138,294 | 13,810 | 0.04% | 0.02% | 112 | +48,248 | 53.58% | Q1 2026 | May 04, 2026 |
| Fonville Wealth Management LLC | History | Added to | 136,626 | 13,643 | 2.6% | 2.41% | 113 | +11,215 | 8.94% | Q1 2026 | Apr 20, 2026 |
| UBS Group AG | History | Added to | 135,568 | 13,537 | 0.0% | 0.0% | 114 | +4,612 | 3.52% | Q1 2026 | May 05, 2026 |
| Barry Investment Advisors, LLC | History | New | 135,501 | 13,531 | 2.98% | — | 115 | +135,501 | New | Q1 2026 | Apr 23, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Added to | 133,957 | 13,376 | 1.97% | 1.86% | 116 | +704 | 0.53% | Q1 2026 | May 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 133,419 | 13,323 | 0.43% | 0.44% | 117 | -6,775 | -4.83% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Added to | 131,988 | 13,180 | 0.37% | 0.06% | 118 | +111,642 | 548.72% | Q1 2026 | Apr 09, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 131,785 | 13,160 | 2.96% | 2.9% | 119 | -2,916 | -2.16% | Q1 2026 | Apr 02, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 131,250 | 13,107 | 0.0% | 0.0% | 120 | +31,408 | 31.46% | Q1 2026 | May 15, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 129,885 | 12,970 | 2.33% | 2.28% | 121 | +548 | 0.42% | Q1 2026 | May 06, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 127,950 | 12,772 | 4.36% | 4.0% | 122 | +9,708 | 8.21% | Q1 2026 | Apr 14, 2026 |
| Telos Capital Management, Inc. | History | Added to | 127,312 | 12,713 | 1.22% | 1.11% | 123 | +902 | 0.71% | Q1 2026 | Apr 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 123,258 | 12,540 | 0.12% | 0.11% | 124 | +14,637 | 13.48% | Q1 2026 | Apr 07, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 116,411 | 12,284 | 1.11% | 0.97% | 125 | +9,079 | 8.46% | Q1 2026 | Apr 29, 2026 |
| Apeiron RIA LLC | History | Reduced | 122,321 | 12,214 | 2.83% | 2.59% | 126 | -4,046 | -3.2% | Q1 2026 | Apr 27, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 120,837 | 12,066 | 0.19% | 0.18% | 127 | -3,572 | -2.87% | Q1 2026 | Apr 01, 2026 |
| Seven Springs Wealth Group, LLC | History | Added to | 119,206 | 11,903 | 2.75% | 3.07% | 128 | +4,838 | 4.23% | Q1 2026 | May 14, 2026 |
| Magnus Financial Group LLC | History | Added to | 118,811 | 11,864 | 0.96% | 0.81% | 129 | +6,333 | 5.63% | Q1 2026 | Apr 10, 2026 |
| Friday Financial | History | Added to | 117,695 | 11,752 | 4.05% | 3.82% | 130 | +2,470 | 2.14% | Q1 2026 | Apr 16, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 117,683 | 11,751 | 0.59% | 0.55% | 131 | +3,182 | 2.78% | Q1 2026 | May 04, 2026 |
| Wedmont Private Capital | History | Added to | 110,884 | 11,689 | 0.38% | 0.37% | 132 | +373 | 0.34% | Q1 2026 | Apr 09, 2026 |
| Kestra Investment Management, LLC | History | Added to | 115,444 | 11,528 | 0.2% | 0.13% | 133 | +56,806 | 96.88% | Q1 2026 | May 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 113,834 | 11,367 | 0.02% | 0.01% | 134 | +48,161 | 73.33% | Q1 2026 | May 13, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 112,052 | 11,189 | 0.21% | 0.84% | 135 | -353,339 | -75.92% | Q1 2026 | Apr 16, 2026 |
| Efficient Advisors, LLC | History | Reduced | 110,143 | 10,998 | 0.78% | 1.09% | 136 | -89,261 | -44.76% | Q1 2026 | Apr 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 108,023 | 10,787 | 0.09% | 0.08% | 137 | -907 | -0.83% | Q1 2026 | May 13, 2026 |
| Strategic Financial Planning, Inc. | History | New | 481,154 | 10,339 | 6.05% | — | 138 | +481,154 | New | Q1 2026 | May 14, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 103,092 | 10,294 | 4.14% | 3.91% | 139 | +1,154 | 1.13% | Q1 2026 | Apr 20, 2026 |
| HB Wealth Management, LLC | History | Reduced | 100,602 | 10,046 | 0.07% | 0.06% | 140 | -1,457 | -1.43% | Q1 2026 | Apr 27, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 99,054 | 9,891 | 3.97% | 3.78% | 141 | +6,019 | 6.47% | Q1 2026 | Apr 30, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 97,814 | 9,767 | 1.22% | 1.17% | 142 | +7,672 | 8.51% | Q1 2026 | Apr 16, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 97,505 | 9,736 | 3.25% | 3.11% | 143 | +9,474 | 10.76% | Q1 2026 | May 13, 2026 |
| CoreFirst Bank & Trust | History | No change | 103,431 | 9,719 | 5.26% | 5.26% | 144 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| REAP Financial Group, LLC | History | Added to | 97,067 | 9,693 | 1.91% | 1.72% | 145 | +7,074 | 7.86% | Q1 2026 | May 11, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 97,042 | 9,690 | 1.07% | 0.83% | 146 | +18,184 | 23.06% | Q1 2026 | May 11, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 95,894 | 9,575 | 3.99% | 3.97% | 147 | -6,545 | -6.39% | Q1 2026 | Apr 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 94,900 | 9,561 | 0.02% | 0.02% | 148 | -57,379 | -37.68% | Q1 2026 | Apr 08, 2026 |
| Porter White Investment Advisors, Inc. | History | Reduced | 95,658 | 9,552 | 3.83% | 3.73% | 149 | -1,070 | -1.11% | Q1 2026 | May 12, 2026 |
| WealthCollab, LLC | History | Added to | 93,448 | 9,331 | 3.84% | 3.52% | 150 | +1,985 | 2.17% | Q1 2026 | May 13, 2026 |
| True North Advisors, LLC | History | Reduced | 93,052 | 9,292 | 1.06% | 1.16% | 151 | -2,201 | -2.31% | Q1 2026 | May 07, 2026 |
| FFG Partners, LLC | History | New | 92,644 | 9,251 | 3.66% | — | 152 | +92,644 | New | Q1 2026 | Apr 17, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 91,752 | 9,162 | 4.02% | 3.86% | 153 | +3,013 | 3.4% | Q1 2026 | Apr 22, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 89,646 | 9,081 | 0.03% | 0.05% | 154 | +3,294 | 3.81% | Q1 2026 | May 12, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 84,956 | 9,041 | 2.47% | 2.22% | 155 | +5,912 | 7.48% | Q1 2026 | Apr 17, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 90,149 | 9,002 | 1.92% | 1.82% | 156 | +187 | 0.21% | Q1 2026 | Apr 10, 2026 |
| Betterment LLC | History | Reduced | 89,148 | 8,902 | 0.02% | 0.02% | 157 | -2,498 | -2.73% | Q1 2026 | May 14, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Reduced | 86,992 | 8,687 | 3.46% | 3.42% | 158 | -2,261 | -2.53% | Q1 2026 | Apr 24, 2026 |
| Fort Vancouver Investment Management, LLC | History | Reduced | 86,555 | 8,643 | 4.39% | 4.36% | 159 | -264 | -0.3% | Q1 2026 | May 15, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Reduced | 86,016 | 8,589 | 6.78% | 6.44% | 160 | -934 | -1.07% | Q1 2026 | Apr 16, 2026 |
| STOLZ & ASSOCIATES, PS | History | Reduced | 79,097 | 8,418 | 5.87% | 5.75% | 161 | -238 | -0.3% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 81,457 | 8,134 | 0.06% | 0.05% | 162 | +9,253 | 12.82% | Q1 2026 | Apr 15, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 80,411 | 8,029 | 0.58% | 0.58% | 163 | -1,661 | -2.02% | Q1 2026 | May 05, 2026 |
| Schulz Wealth, LTD. | History | No change | 84,499 | 7,940 | 5.09% | 5.09% | 164 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bellecapital International Ltd. | History | New | 79,245 | 7,913 | 1.43% | — | 165 | +79,245 | New | Q1 2026 | May 12, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 77,768 | 7,765 | 0.67% | 0.68% | 166 | -6,169 | -7.35% | Q1 2026 | Apr 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 77,711 | 7,760 | 0.02% | 0.01% | 167 | +22,783 | 41.48% | Q1 2026 | Apr 30, 2026 |
| HBE Wealth Management, LLC | History | Reduced | 77,615 | 7,750 | 6.76% | 6.89% | 168 | -285 | -0.37% | Q1 2026 | Apr 28, 2026 |
| Bull Oak Capital, LLC | History | Added to | 76,442 | 7,633 | 2.93% | 2.84% | 169 | +2,511 | 3.4% | Q1 2026 | May 11, 2026 |
| Fortitude Family Office, LLC | History | Added to | 76,009 | 7,590 | 1.7% | 1.52% | 170 | +6,628 | 9.55% | Q1 2026 | Apr 15, 2026 |
| Oceanside Advisors LLC | History | Reduced | 75,052 | 7,494 | 4.28% | 4.4% | 171 | -2,210 | -2.86% | Q1 2026 | Apr 28, 2026 |
| COWA, LLC | History | Added to | 74,124 | 7,402 | 2.0% | 2.07% | 172 | +1,737 | 2.4% | Q1 2026 | May 14, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 73,816 | 7,371 | 3.37% | 3.19% | 173 | +2,107 | 2.94% | Q1 2026 | Apr 20, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 72,854 | 7,275 | 3.01% | 2.58% | 174 | +8,193 | 12.67% | Q1 2026 | Apr 13, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 72,351 | 7,225 | 2.99% | 3.08% | 175 | -9,048 | -11.12% | Q1 2026 | May 07, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 72,204 | 7,210 | 4.55% | 4.18% | 176 | +7,071 | 10.86% | Q1 2026 | May 11, 2026 |
| Strategic Blueprint, LLC | History | Added to | 71,614 | 7,151 | 0.42% | 0.39% | 177 | +1,055 | 1.5% | Q1 2026 | Apr 29, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 69,551 | 7,144 | 0.12% | 0.08% | 178 | +3,936 | 6.0% | Q1 2026 | May 15, 2026 |
| XY Planning Network, Inc. | History | Added to | 68,313 | 6,950 | 1.11% | 1.04% | 179 | +4,585 | 7.19% | Q1 2026 | Apr 14, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 69,147 | 6,905 | 1.68% | 1.64% | 180 | -3,872 | -5.3% | Q1 2026 | May 13, 2026 |
| Estate Counselors, LLC | History | Reduced | 67,965 | 6,786 | 0.6% | 0.54% | 181 | -545 | -0.8% | Q1 2026 | May 15, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 67,619 | 6,752 | 1.4% | 1.34% | 182 | -1,241 | -1.8% | Q1 2026 | May 08, 2026 |
| PW ADVISORS, LLC \ FL | History | Added to | 67,145 | 6,705 | 5.02% | 4.86% | 183 | +2,719 | 4.22% | Q1 2026 | Apr 24, 2026 |
| Truepoint, Inc. | History | Reduced | 66,749 | 6,665 | 0.15% | 0.15% | 184 | -3,556 | -5.06% | Q1 2026 | May 08, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 66,708 | 6,661 | 1.99% | 1.9% | 185 | +390 | 0.59% | Q1 2026 | Apr 10, 2026 |
| Factor Wealth Management LTD | History | Added to | 66,599 | 6,650 | 1.25% | 0.56% | 186 | +39,075 | 141.97% | Q1 2026 | Apr 20, 2026 |
| BlackRock, Inc. | History | Added to | 66,344 | 6,625 | 0.0% | 0.0% | 187 | +29,624 | 80.68% | Q1 2026 | May 13, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 66,242 | 6,614 | 0.72% | 0.7% | 188 | -3,120 | -4.5% | Q1 2026 | Apr 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 63,997 | 6,396 | 0.01% | 0.01% | 189 | +7,926 | 14.14% | Q1 2026 | May 15, 2026 |
| PCG Wealth Advisors, LLC | History | Added to | 63,896 | 6,380 | 1.61% | 1.62% | 190 | +2,782 | 4.55% | Q1 2026 | Apr 28, 2026 |
| Ballentine Capital Advisors, Inc | History | Reduced | 63,866 | 6,377 | 2.64% | 2.58% | 191 | -1,378 | -2.11% | Q1 2026 | Apr 17, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 63,692 | 6,360 | 0.36% | 0.41% | 192 | -8,684 | -12.0% | Q1 2026 | Apr 30, 2026 |
| Oak Wealth Advisors LLC | History | Added to | 63,479 | 6,339 | 3.48% | 3.35% | 193 | +1,444 | 2.33% | Q1 2026 | Apr 21, 2026 |
| Allworth Financial LP | History | Reduced | 63,053 | 6,296 | 0.03% | 0.03% | 194 | -2,416 | -3.69% | Q1 2026 | May 14, 2026 |
| Trilogy Capital Inc. | History | Reduced | 63,000 | 6,291 | 0.28% | 0.29% | 195 | -5,750 | -8.36% | Q1 2026 | Apr 21, 2026 |
| SOUTHERN CAPITAL SERVICES INC /ADV | History | New | 62,124 | 6,203 | 3.99% | — | 196 | +62,124 | New | Q1 2026 | Apr 29, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 61,045 | 6,095 | 0.01% | 0.0% | 197 | +14,012 | 29.79% | Q1 2026 | May 15, 2026 |
| CURIO WEALTH, LLC | History | Added to | 60,799 | 6,071 | 2.07% | 1.94% | 198 | +2,794 | 4.82% | Q1 2026 | May 11, 2026 |
| Harbor Group, Inc. | History | Added to | 60,712 | 6,062 | 0.88% | 0.64% | 199 | +15,273 | 33.61% | Q1 2026 | Apr 10, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 60,451 | 6,036 | 1.36% | 1.12% | 200 | +5,742 | 10.5% | Q1 2026 | May 15, 2026 |
| Community Bank, N.A. | History | Reduced | 60,215 | 6,013 | 0.72% | 0.95% | 201 | -24,913 | -29.27% | Q1 2026 | May 12, 2026 |
| Golden Bell Financial Planning LLC | History | Reduced | 59,797 | 5,971 | 4.76% | 4.83% | 202 | -1,917 | -3.11% | Q1 2026 | May 05, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 59,457 | 5,937 | 0.36% | 0.35% | 203 | -1,238 | -2.04% | Q1 2026 | May 04, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 59,417 | 5,933 | 0.12% | 0.1% | 204 | +8,066 | 15.71% | Q1 2026 | Apr 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 59,056 | 5,897 | 0.47% | 0.46% | 205 | +45 | 0.08% | Q1 2026 | May 15, 2026 |
| Avant Financial Advisors LLC | History | Added to | 58,739 | 5,865 | 4.12% | 3.86% | 206 | +1,541 | 2.69% | Q1 2026 | Apr 23, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 55,610 | 5,857 | 0.13% | 0.14% | 207 | -142 | -0.25% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 56,497 | 5,641 | 0.02% | 0.02% | 208 | +4,952 | 9.61% | Q1 2026 | Apr 30, 2026 |
| Oath Planning, LLC | History | Added to | 55,417 | 5,533 | 4.92% | 4.82% | 209 | +3,392 | 6.52% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 55,388 | 5,531 | 0.17% | 0.18% | 210 | +3,960 | 7.7% | Q1 2026 | May 15, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 54,917 | 5,483 | 3.69% | 3.57% | 211 | +1,341 | 2.5% | Q1 2026 | Apr 13, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 54,628 | 5,455 | 3.72% | 3.08% | 212 | +8,348 | 18.04% | Q1 2026 | Apr 23, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 53,726 | 5,365 | 0.66% | 0.48% | 213 | +13,322 | 32.97% | Q1 2026 | Apr 27, 2026 |
| Prism Planning Partners LLC | History | Added to | 53,637 | 5,356 | 6.33% | 5.52% | 214 | +1,298 | 2.48% | Q1 2026 | May 12, 2026 |
| Leibman Financial Services, Inc. | History | Reduced | 53,530 | 5,345 | 3.92% | 4.01% | 215 | -5,566 | -9.42% | Q1 2026 | Apr 13, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 52,915 | 5,284 | 1.47% | 1.38% | 216 | -1,151 | -2.13% | Q1 2026 | Apr 22, 2026 |
| Summit Financial, LLC | History | New | 52,432 | 5,235 | 0.07% | — | 217 | +52,432 | New | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 52,352 | 5,227 | 0.59% | 0.55% | 218 | +159 | 0.3% | Q1 2026 | May 05, 2026 |
| Versant Capital Management, Inc | History | Reduced | 52,056 | 5,198 | 0.51% | 0.62% | 219 | -598 | -1.14% | Q1 2026 | Apr 06, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 50,862 | 5,079 | 1.09% | 1.03% | 220 | +715 | 1.43% | Q1 2026 | Apr 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 49,985 | 4,991 | 0.08% | — | 221 | +49,985 | New | Q1 2026 | May 15, 2026 |
| Davidson Kahn Capital Management, LLC | History | New | 48,187 | 4,892 | 2.61% | — | 222 | +48,187 | New | Q1 2026 | Apr 22, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 48,749 | 4,868 | 2.57% | 2.53% | 223 | +184 | 0.38% | Q1 2026 | Apr 23, 2026 |
| Alpha Omega Wealth Management LLC | History | Added to | 48,699 | 4,863 | 0.79% | 0.33% | 224 | +27,332 | 127.92% | Q1 2026 | Apr 07, 2026 |
| Stokes Family Office, LLC | History | Reduced | 48,159 | 4,809 | 0.5% | 0.55% | 225 | -15,267 | -24.07% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 47,416 | 4,734 | 0.05% | 0.04% | 226 | +1,391 | 3.02% | Q1 2026 | May 08, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 47,375 | 4,730 | 0.39% | 0.38% | 227 | +1,830 | 4.02% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 47,176 | 4,711 | 0.02% | 0.03% | 228 | +4,959 | 11.75% | Q1 2026 | May 15, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 46,897 | 4,683 | 3.99% | 4.44% | 229 | -13,696 | -22.6% | Q1 2026 | Apr 24, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 46,002 | 4,593 | 0.47% | 0.38% | 230 | +5,776 | 14.36% | Q1 2026 | May 12, 2026 |
| Haven Private, LLC | History | Added to | 45,938 | 4,587 | 2.0% | 1.85% | 231 | +935 | 2.08% | Q1 2026 | May 05, 2026 |
| Bauman Advisory Group, LLC | History | Added to | 45,869 | 4,580 | 3.21% | 0.83% | 232 | +34,879 | 317.37% | Q1 2026 | May 06, 2026 |
| TrustWell Financial Advisors, LLC | History | Reduced | 45,698 | 4,563 | 4.29% | 4.22% | 233 | -801 | -1.72% | Q1 2026 | May 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 44,997 | 4,493 | 0.02% | 0.02% | 234 | +173 | 0.39% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 44,543 | 4,448 | 0.01% | 0.01% | 235 | +10,883 | 32.33% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 44,082 | 4,402 | 0.06% | 0.05% | 236 | +4,262 | 10.7% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 43,973 | 4,391 | 0.01% | 0.01% | 237 | +7,086 | 19.21% | Q1 2026 | May 05, 2026 |
| Asset One Wealth Management LLC | History | New | 41,621 | 4,360 | 0.48% | — | 238 | +41,621 | New | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 42,609 | 4,254 | 0.05% | — | 239 | +42,609 | New | Q1 2026 | Apr 20, 2026 |
| Bristlecone Value Partners, LLC | History | Added to | 41,509 | 4,145 | 3.65% | 4.31% | 240 | +1,715 | 4.31% | Q1 2026 | May 08, 2026 |
| WealthShield Partners, LLC | History | Added to | 41,235 | 4,117 | 0.46% | 0.41% | 241 | +1,778 | 4.51% | Q1 2026 | May 01, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 41,144 | 4,108 | 1.84% | 1.79% | 242 | +735 | 1.82% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 40,742 | 4,068 | 0.07% | 0.01% | 243 | +35,219 | 637.68% | Q1 2026 | Apr 14, 2026 |
| Prospect Financial Group LLC | History | Reduced | 39,966 | 3,991 | 3.68% | 3.53% | 244 | -422 | -1.04% | Q1 2026 | May 05, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | Added to | 39,343 | 3,928 | 3.7% | 3.02% | 245 | +2,478 | 6.72% | Q1 2026 | May 06, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 39,184 | 3,912 | 0.09% | 0.08% | 246 | +4,612 | 13.34% | Q1 2026 | May 15, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 38,948 | 3,889 | 0.71% | 0.67% | 247 | -219 | -0.56% | Q1 2026 | May 06, 2026 |
| Systelligence, LLC | History | New | 38,359 | 3,830 | 0.74% | — | 248 | +38,359 | New | Q1 2026 | Apr 21, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 37,920 | 3,786 | 0.7% | 0.76% | 249 | -977 | -2.51% | Q1 2026 | Apr 30, 2026 |
| Cloud Capital Management, LLC | History | Added to | 37,607 | 3,754 | 1.64% | 1.23% | 250 | +9,910 | 35.78% | Q1 2026 | May 12, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 37,433 | 3,738 | 0.17% | 0.16% | 251 | +158 | 0.42% | Q1 2026 | May 12, 2026 |
| Platform Wealth Management, LLC | History | No change | 39,289 | 3,691 | 0.98% | 0.98% | 252 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Continuum Advisory, LLC | History | Reduced | 36,167 | 3,611 | 0.35% | 0.34% | 253 | -309 | -0.85% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 36,088 | 3,603 | 0.05% | 0.04% | 254 | +7,903 | 28.04% | Q1 2026 | May 13, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 35,965 | 3,591 | 2.31% | 2.1% | 255 | +4,449 | 14.12% | Q1 2026 | Apr 23, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 33,868 | 3,382 | 0.23% | 0.21% | 256 | +162 | 0.48% | Q1 2026 | May 15, 2026 |
| BWM Planning, LLC | History | Reduced | 33,867 | 3,381 | 0.89% | 0.94% | 257 | -3,724 | -9.91% | Q1 2026 | Apr 21, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 33,823 | 3,377 | 0.37% | 0.46% | 258 | -9,548 | -22.01% | Q1 2026 | Apr 15, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 33,689 | 3,364 | 1.64% | 1.52% | 259 | +703 | 2.13% | Q1 2026 | May 14, 2026 |
| Trailhead Planners LLC | History | Reduced | 33,653 | 3,360 | 3.22% | 3.18% | 260 | -829 | -2.4% | Q1 2026 | May 06, 2026 |
| WorthPointe, LLC | History | Added to | 33,094 | 3,304 | 0.89% | 0.6% | 261 | +8,982 | 37.25% | Q1 2026 | May 12, 2026 |
| Capstone Wealth Management, LLC | History | Added to | 32,657 | 3,261 | 2.27% | 2.13% | 262 | +1,524 | 4.9% | Q1 2026 | Apr 16, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 32,559 | 3,251 | 2.23% | 2.67% | 263 | -5,851 | -15.23% | Q1 2026 | Apr 15, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 32,454 | 3,240 | 1.75% | 1.65% | 264 | +1,745 | 5.68% | Q1 2026 | May 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 32,023 | 3,197 | 0.21% | 0.28% | 265 | -655 | -2.0% | Q1 2026 | May 07, 2026 |
| Legacy Wealth Management, LLC / MS | History | New | 31,426 | 3,138 | 0.89% | — | 266 | +31,426 | New | Q1 2026 | Apr 10, 2026 |
| E-Wealth Partners, LLC | History | No change | 33,380 | 3,136 | 2.63% | 2.63% | 267 | 0 | 0.0% | Q4 2025 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 32,366 | 3,126 | 0.11% | 0.12% | 268 | -254 | -0.78% | Q1 2026 | May 15, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 30,473 | 3,043 | 0.74% | 0.71% | 269 | -102 | -0.33% | Q1 2026 | Apr 10, 2026 |
| McLean Asset Management Corp | History | Reduced | 30,009 | 2,996 | 0.52% | 0.54% | 270 | -724 | -2.36% | Q1 2026 | Apr 22, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 29,960 | 2,991 | 1.55% | 1.33% | 271 | -2,866 | -8.73% | Q1 2026 | Apr 21, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 29,844 | 2,980 | 0.17% | 0.16% | 272 | -846 | -2.76% | Q1 2026 | Apr 23, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 27,982 | 2,952 | 0.36% | 0.24% | 273 | +8,893 | 46.59% | Q1 2026 | Apr 22, 2026 |
| Belleair Asset Management, LLC | History | Added to | 29,520 | 2,947 | 2.69% | 2.49% | 274 | +1,635 | 5.86% | Q1 2026 | Apr 15, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 31,260 | 2,937 | 0.7% | 0.7% | 275 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 29,070 | 2,902 | 0.91% | 0.88% | 276 | -2,080 | -6.68% | Q1 2026 | Apr 23, 2026 |
| Sanchez Levi Garrett | History | New | 29,013 | 2,897 | 1.82% | — | 278 | +29,013 | New | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 27,609 | 2,897 | 0.16% | 0.15% | 277 | +630 | 2.34% | Q1 2026 | Apr 17, 2026 |
| Capasso Planning Partners LLC | History | No change | 30,552 | 2,871 | 1.57% | 1.57% | 279 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 29,421 | 2,842 | 0.0% | 0.0% | 280 | +12,005 | 68.93% | Q1 2026 | May 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 28,463 | 2,842 | 0.08% | 0.07% | 281 | +5,343 | 23.11% | Q1 2026 | May 11, 2026 |
| Evanson Asset Management, LLC | History | Added to | 27,675 | 2,763 | 0.15% | 0.1% | 282 | +8,090 | 41.31% | Q1 2026 | Apr 08, 2026 |
| Seed Wealth Management, Inc. | History | Added to | 27,486 | 2,744 | 1.89% | 1.77% | 283 | +235 | 0.86% | Q1 2026 | Apr 08, 2026 |
| AE Wealth Management LLC | History | Added to | 26,924 | 2,688 | 0.01% | 0.01% | 284 | +2,174 | 8.78% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 25,815 | 2,675 | 0.05% | 0.09% | 285 | +5,709 | 28.39% | Q1 2026 | May 01, 2026 |
| Forum Financial Management, LP | History | Reduced | 26,779 | 2,674 | 0.04% | 0.03% | 286 | -751 | -2.73% | Q1 2026 | Apr 23, 2026 |
| Tillman Hartley LLC | History | Added to | 26,693 | 2,665 | 0.67% | 0.54% | 287 | +3,699 | 16.09% | Q1 2026 | May 08, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Added to | 26,548 | 2,651 | 2.72% | 1.95% | 288 | +9,008 | 51.36% | Q1 2026 | May 04, 2026 |
| Sensenig Capital Advisors, Inc | History | Reduced | 26,400 | 2,636 | 2.7% | 2.78% | 289 | -2,727 | -9.36% | Q1 2026 | Apr 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 25,662 | 2,562 | 0.17% | 0.11% | 290 | +6,958 | 37.2% | Q1 2026 | Apr 15, 2026 |
| Frankly Finances, LLC | History | Reduced | 25,578 | 2,554 | 2.31% | 2.31% | 291 | -305 | -1.18% | Q1 2026 | Apr 29, 2026 |
| Orion Capital Management LLC | History | Added to | 25,312 | 2,527 | 0.87% | 0.71% | 292 | +2,791 | 12.39% | Q1 2026 | May 14, 2026 |
| McCartney Wealth Management LLC | History | Reduced | 25,101 | 2,506 | 2.11% | 2.08% | 293 | -533 | -2.08% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 24,864 | 2,483 | 0.01% | 0.0% | 294 | +19,931 | 404.03% | Q1 2026 | Apr 22, 2026 |
| LexAurum Advisors, LLC | History | New | 24,823 | 2,478 | 0.32% | — | 295 | +24,823 | New | Q1 2026 | Apr 13, 2026 |
| EJMK Ventures LLC | History | Added to | 24,738 | 2,470 | 1.38% | 0.69% | 296 | +12,842 | 107.95% | Q1 2026 | Apr 24, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 23,928 | 2,445 | 0.91% | 0.23% | 297 | +17,848 | 293.55% | Q1 2026 | May 01, 2026 |
| Parkwoods Wealth Partners, LLC | History | Reduced | 24,062 | 2,402 | 0.59% | 0.68% | 298 | -587 | -2.38% | Q1 2026 | Apr 13, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 22,666 | 2,263 | 0.25% | 0.25% | 299 | -204 | -0.89% | Q1 2026 | Apr 29, 2026 |
| Indivisible Partners | History | Added to | 22,509 | 2,247 | 0.2% | 0.23% | 300 | +191 | 0.86% | Q1 2026 | Apr 30, 2026 |