AMERICAN CENTURY ETF TRUST - AVEM
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Showing first 300 of
951 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 28,676,652 | 2,310,764 | 0.17% | 0.11% | 1 | +8,908,264 | 45.06% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 18,815,997 | 1,516,193 | 7.33% | 8.08% | 2 | +371,678 | 2.02% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 16,125,536 | 1,299,395 | 0.35% | 0.36% | 3 | +513,640 | 3.29% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,889,366 | 796,885 | 1.18% | 1.13% | 4 | +261,955 | 2.72% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 7,988,347 | 643,701 | 0.04% | 0.03% | 5 | +2,328,676 | 41.15% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,265,536 | 585,456 | 0.11% | 0.08% | 6 | +1,589,807 | 28.01% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 5,230,166 | 421,429 | 0.1% | 0.05% | 7 | +2,358,129 | 82.11% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,957,349 | 399,463 | 0.25% | 0.18% | 8 | +1,328,941 | 36.63% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Added to | 4,715,281 | 379,957 | 0.1% | 0.08% | 9 | +974,695 | 26.06% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,262,711 | 335,050 | 0.16% | 0.14% | 10 | +1,215,858 | 39.91% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 3,370,456 | 271,591 | 0.38% | 0.33% | 11 | +484,198 | 16.78% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 3,057,168 | 246,346 | 0.13% | 0.1% | 12 | +415,684 | 15.74% | Q1 2026 | May 15, 2026 |
| Kestra Investment Management, LLC | History | Added to | 3,051,056 | 245,854 | 4.24% | 2.78% | 13 | +1,575,513 | 106.78% | Q1 2026 | May 11, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 2,383,157 | 192,034 | 1.63% | 1.45% | 14 | +37,960 | 1.62% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,329,760 | 187,732 | 0.11% | 0.09% | 15 | +131,390 | 5.98% | Q1 2026 | May 08, 2026 |
| Haverford Trust Co | History | Added to | 2,158,636 | 173,942 | 1.59% | 1.43% | 16 | +82,545 | 3.98% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,075,447 | 167,239 | 0.05% | 0.03% | 17 | +797,601 | 62.42% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,936,252 | 156,025 | 0.23% | 0.2% | 18 | +170,413 | 9.65% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 1,888,950 | 152,211 | 1.49% | 1.69% | 19 | -356,245 | -15.87% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,878,025 | 151,331 | 0.16% | 0.19% | 20 | -369,005 | -16.42% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 1,868,208 | 150,540 | 0.16% | 0.14% | 21 | +219,618 | 13.32% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,833,494 | 147,742 | 0.41% | 0.37% | 22 | -138,677 | -7.03% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Reduced | 1,712,397 | 147,015 | 0.16% | 0.15% | 23 | -25,942 | -1.49% | Q1 2026 | May 14, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 1,533,037 | 123,532 | 2.31% | 3.1% | 24 | -573,396 | -27.22% | Q1 2026 | Apr 16, 2026 |
| BOKF, NA | History | Added to | 1,527,156 | 123,058 | 1.88% | 1.7% | 25 | +81,005 | 5.6% | Q1 2026 | May 08, 2026 |
| Neuberger Berman Group LLC | History | Added to | 1,480,792 | 119,322 | 0.09% | 0.07% | 26 | +207,864 | 16.33% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,413,917 | 109,974 | 0.01% | 0.01% | 27 | +106,619 | 8.16% | Q1 2026 | May 13, 2026 |
| Pure Financial Advisors, LLC | History | New | 1,220,939 | 98,383 | 1.41% | — | 28 | +1,220,939 | New | Q1 2026 | Apr 10, 2026 |
| MASECO LLP | History | New | 1,160,605 | 93,504 | 2.93% | — | 29 | +1,160,605 | New | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,147,859 | 92,494 | 1.43% | 1.21% | 30 | +374,341 | 48.39% | Q1 2026 | May 15, 2026 |
| Gradient Investments LLC | History | Added to | 1,143,476 | 92,141 | 1.43% | 1.35% | 31 | +38,107 | 3.45% | Q1 2026 | Apr 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 1,111,049 | 90,306 | 1.55% | 1.24% | 32 | +227,657 | 25.77% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 1,112,156 | 89,617 | 0.01% | 0.01% | 33 | +94,365 | 9.27% | Q1 2026 | May 05, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 1,076,937 | 86,779 | 2.38% | 2.39% | 34 | -31,962 | -2.88% | Q1 2026 | May 04, 2026 |
| Oak Root LLC | History | No change | 1,075,466 | 86,661 | 10.57% | 10.01% | 35 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 1,065,665 | 86,415 | 3.19% | 2.84% | 36 | +835,276 | 362.55% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Added to | 960,152 | 86,327 | 1.28% | 1.3% | 37 | +105,575 | 12.35% | Q1 2026 | Apr 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,062,318 | 85,601 | 0.03% | 0.04% | 38 | -539,466 | -33.68% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 1,060,539 | 85,458 | 0.55% | 0.52% | 39 | +18,197 | 1.75% | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,025,958 | 82,566 | 0.12% | 0.1% | 40 | +24,524 | 2.45% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 960,951 | 77,433 | 0.11% | 0.1% | 41 | +5,691 | 0.6% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Reduced | 919,579 | 74,099 | 0.05% | 0.05% | 42 | -54,718 | -5.62% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 884,346 | 71,260 | 1.29% | 1.28% | 43 | +18,433 | 2.13% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 879,709 | 70,886 | 0.13% | 0.16% | 44 | +243,963 | 38.37% | Q1 2026 | May 01, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 862,929 | 69,534 | 0.3% | 0.28% | 45 | -13,356 | -1.52% | Q1 2026 | May 15, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 829,341 | 66,828 | 5.27% | 5.42% | 46 | -27,068 | -3.16% | Q1 2026 | May 01, 2026 |
| Midwest Trust Co | History | Reduced | 767,587 | 61,852 | 0.77% | 0.74% | 47 | -5,873 | -0.76% | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | Added to | 760,155 | 61,253 | 1.1% | 0.06% | 48 | +716,830 | 1654.54% | Q1 2026 | May 07, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 754,863 | 61,136 | 4.12% | 4.12% | 49 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 756,001 | 60,918 | 0.7% | — | 50 | +756,001 | New | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 748,163 | 60,810 | 0.57% | 0.49% | 51 | +152,215 | 25.54% | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | Added to | 733,280 | 59,087 | 0.16% | 0.13% | 52 | +132,102 | 21.97% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 722,130 | 58,189 | 0.08% | 0.04% | 53 | +295,256 | 69.17% | Q1 2026 | Apr 27, 2026 |
| ATWOOD & PALMER INC | History | Added to | 671,428 | 54,103 | 3.05% | 2.91% | 54 | +7,005 | 1.05% | Q1 2026 | Apr 15, 2026 |
| FMR LLC | History | Added to | 664,595 | 53,553 | 0.0% | 0.0% | 55 | +25,671 | 4.02% | Q1 2026 | May 15, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 619,622 | 50,393 | 3.04% | 2.96% | 56 | -15,719 | -2.47% | Q1 2026 | Apr 07, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 619,902 | 49,951 | 7.03% | 7.14% | 57 | -21,637 | -3.37% | Q1 2026 | Apr 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 606,919 | 48,906 | 0.38% | 0.37% | 58 | +34,750 | 6.07% | Q1 2026 | Apr 07, 2026 |
| Falcon Wealth Planning | History | New | 600,510 | 48,389 | 3.3% | — | 59 | +600,510 | New | Q1 2026 | Apr 20, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 576,945 | 46,490 | 3.82% | 3.52% | 60 | +27,407 | 4.99% | Q1 2026 | May 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 572,766 | 46,153 | 3.14% | 3.09% | 61 | -9,851 | -1.69% | Q1 2026 | May 14, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 570,400 | 45,962 | 2.59% | 2.88% | 62 | +15,455 | 2.78% | Q1 2026 | May 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 564,241 | 45,466 | 0.93% | 0.81% | 63 | +34,485 | 6.51% | Q1 2026 | May 15, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 546,043 | 44,000 | 3.15% | 3.05% | 64 | +15,385 | 2.9% | Q1 2026 | Apr 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 542,778 | 43,727 | 0.44% | 0.43% | 65 | +82,523 | 17.93% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 541,262 | 43,614 | 0.01% | 0.01% | 66 | +79,365 | 17.18% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 528,977 | 42,624 | 0.01% | 0.0% | 67 | +318,588 | 151.43% | Q1 2026 | May 05, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 521,207 | 41,999 | 2.17% | 2.19% | 68 | -12,037 | -2.26% | Q1 2026 | Apr 21, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 516,850 | 41,647 | 6.76% | 6.49% | 69 | -6,565 | -1.25% | Q1 2026 | Apr 23, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 512,926 | 41,331 | 0.67% | 0.66% | 70 | +15,457 | 3.11% | Q1 2026 | Apr 22, 2026 |
| Financial Plan, Inc. | History | Added to | 506,092 | 40,780 | 4.37% | 4.18% | 71 | +32,981 | 6.97% | Q1 2026 | Apr 24, 2026 |
| Private Advisor Group, LLC | History | Added to | 499,441 | 40,244 | 0.19% | 0.18% | 72 | +6,180 | 1.25% | Q1 2026 | Apr 24, 2026 |
| McLean Asset Management Corp | History | Added to | 491,761 | 39,626 | 6.93% | 6.75% | 73 | +26,541 | 5.71% | Q1 2026 | Apr 22, 2026 |
| HighPoint Advisor Group LLC | History | New | 491,750 | 39,625 | 1.66% | — | 74 | +491,750 | New | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 490,632 | 39,535 | 0.34% | 0.29% | 75 | -17,776 | -3.5% | Q1 2026 | May 13, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 465,309 | 37,494 | 9.91% | 9.53% | 76 | +10,704 | 2.35% | Q1 2026 | Apr 20, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 462,739 | 37,287 | 0.87% | 0.91% | 77 | -21,076 | -4.36% | Q1 2026 | May 15, 2026 |
| Truepoint, Inc. | History | Reduced | 455,472 | 36,701 | 0.82% | 0.79% | 78 | -2,569 | -0.56% | Q1 2026 | May 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 453,616 | 36,552 | 0.19% | 0.25% | 79 | -10,781 | -2.32% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | Reduced | 433,034 | 34,893 | 1.34% | 1.34% | 80 | -768 | -0.18% | Q1 2026 | Apr 28, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 410,855 | 33,106 | 4.72% | 4.8% | 81 | -24,466 | -5.62% | Q1 2026 | Apr 15, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 410,546 | 33,081 | 6.41% | 6.04% | 82 | +5,248 | 1.29% | Q1 2026 | May 05, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 399,267 | 32,172 | 5.46% | 5.28% | 83 | -9,215 | -2.26% | Q1 2026 | May 06, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 386,797 | 31,168 | 2.6% | 2.63% | 84 | -20,628 | -5.06% | Q1 2026 | Apr 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 380,953 | 30,697 | 3.03% | 3.77% | 85 | -9,367 | -2.4% | Q1 2026 | Apr 06, 2026 |
| Compound Planning, Inc. | History | Reduced | 368,308 | 29,678 | 0.91% | 0.83% | 86 | -992 | -0.27% | Q1 2026 | May 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 354,608 | 28,574 | 0.8% | 0.47% | 87 | +119,777 | 51.01% | Q1 2026 | Apr 28, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 352,831 | 28,431 | 3.19% | 3.11% | 88 | -6,200 | -1.73% | Q1 2026 | Apr 08, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 351,811 | 28,348 | 0.66% | 1.15% | 89 | -262,706 | -42.75% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 350,656 | 28,255 | 0.03% | 0.03% | 90 | +71,383 | 25.56% | Q1 2026 | May 13, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Added to | 346,311 | 27,905 | 1.31% | 0.8% | 91 | +130,960 | 60.81% | Q1 2026 | May 15, 2026 |
| JRM Investment Counsel, LLC | History | Added to | 336,701 | 27,131 | 7.23% | 7.06% | 92 | +19,940 | 6.29% | Q1 2026 | May 14, 2026 |
| Cannon Financial Strategists, Inc. | History | Reduced | 335,823 | 27,060 | 3.56% | 3.69% | 93 | -8,806 | -2.56% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 321,765 | 25,927 | 0.33% | 0.22% | 94 | +129,307 | 67.19% | Q1 2026 | May 15, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 320,134 | 25,796 | 3.89% | 3.78% | 95 | +2,499 | 0.79% | Q1 2026 | Apr 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 317,311 | 25,548 | 0.05% | 0.03% | 96 | +92,245 | 40.99% | Q1 2026 | May 01, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | New | 290,077 | 24,935 | 2.24% | — | 97 | +290,077 | New | Q1 2026 | Apr 29, 2026 |
| ACT Advisors, LLC. | History | Added to | 307,985 | 24,817 | 10.55% | 9.34% | 98 | +477 | 0.16% | Q1 2026 | Apr 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 303,282 | 24,438 | 0.39% | 0.3% | 99 | +130,491 | 75.52% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 302,901 | 24,435 | 0.05% | 0.03% | 100 | +33,630 | 12.49% | Q1 2026 | Apr 08, 2026 |
| Austin Private Wealth, LLC | History | No change | 300,787 | 23,166 | 1.72% | 1.72% | 101 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Simplicity Wealth,LLC | History | Added to | 284,682 | 22,939 | 1.3% | 1.14% | 102 | +36,007 | 14.48% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 278,361 | 22,430 | 0.04% | 0.04% | 103 | +23,450 | 9.2% | Q1 2026 | May 14, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Reduced | 277,692 | 22,376 | 4.18% | 4.57% | 104 | -39,067 | -12.33% | Q1 2026 | May 05, 2026 |
| High Probability Advisors, LLC | History | Reduced | 275,318 | 22,185 | 2.84% | 3.0% | 105 | -16,521 | -5.66% | Q1 2026 | Apr 10, 2026 |
| VeraBank, N.A. | History | Added to | 274,715 | 22,136 | 4.05% | 3.77% | 106 | +5,362 | 1.99% | Q1 2026 | May 11, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Added to | 263,143 | 21,204 | 9.0% | 8.32% | 107 | +29,302 | 12.53% | Q1 2026 | Apr 13, 2026 |
| B&D White Capital Company, LLC | History | Added to | 258,639 | 20,841 | 2.58% | 1.47% | 108 | +94,012 | 57.11% | Q1 2026 | May 13, 2026 |
| WJ Interests, LLC | History | Added to | 258,181 | 20,804 | 7.99% | 8.31% | 109 | +7,378 | 2.94% | Q1 2026 | Apr 20, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 257,044 | 20,712 | 0.58% | 0.54% | 110 | +6,786 | 2.71% | Q1 2026 | May 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 254,834 | 20,534 | 0.56% | 0.51% | 111 | -3,473 | -1.34% | Q1 2026 | Apr 13, 2026 |
| CGN Advisors LLC | History | Reduced | 254,769 | 20,529 | 1.62% | 1.6% | 112 | -6,899 | -2.64% | Q1 2026 | Apr 13, 2026 |
| HUB Investment Partners, LLC | History | Added to | 253,291 | 20,410 | 0.49% | 0.48% | 113 | +11,525 | 4.77% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 251,399 | 20,257 | 0.08% | 0.08% | 114 | -2,862 | -1.13% | Q1 2026 | Apr 30, 2026 |
| Buttonwood Financial Group, LLC | History | New | 249,088 | 20,071 | 12.35% | — | 115 | +249,088 | New | Q1 2026 | Apr 15, 2026 |
| Concord Wealth Partners | History | Added to | 248,102 | 19,992 | 2.59% | 2.43% | 116 | +5,491 | 2.26% | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 247,799 | 19,967 | 0.16% | 0.01% | 117 | +231,685 | 1437.79% | Q1 2026 | May 11, 2026 |
| Marietta Wealth Management, LLC | History | Reduced | 240,390 | 19,370 | 2.3% | 2.18% | 118 | -4,034 | -1.65% | Q1 2026 | Apr 21, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 238,741 | 19,237 | 3.25% | 3.05% | 119 | +9,811 | 4.29% | Q1 2026 | May 01, 2026 |
| Fonville Wealth Management LLC | History | Added to | 237,596 | 19,145 | 3.64% | 3.56% | 120 | +11,211 | 4.95% | Q1 2026 | Apr 20, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 234,592 | 18,903 | 5.79% | 5.6% | 121 | -3,043 | -1.28% | Q1 2026 | May 11, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 234,314 | 18,880 | 1.0% | 1.03% | 122 | -8,814 | -3.63% | Q1 2026 | Apr 27, 2026 |
| REAP Financial Group, LLC | History | Added to | 229,933 | 18,528 | 3.66% | 3.29% | 123 | +19,395 | 9.21% | Q1 2026 | May 11, 2026 |
| Pasadena Private Wealth, LLC | History | Reduced | 228,371 | 18,402 | 2.54% | 3.3% | 124 | -86,790 | -27.54% | Q1 2026 | Apr 22, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 226,956 | 18,288 | 2.41% | 2.13% | 125 | +28,224 | 14.2% | Q1 2026 | Apr 28, 2026 |
| Sunburst Financial Group, LLC | History | New | 226,497 | 18,251 | 3.36% | — | 126 | +226,497 | New | Q1 2026 | Apr 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 224,307 | 18,074 | 0.0% | 0.0% | 127 | -58,015 | -20.55% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 217,908 | 17,559 | 0.22% | 0.22% | 128 | -96 | -0.04% | Q1 2026 | May 11, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 217,835 | 17,553 | 1.92% | 1.85% | 129 | -4,814 | -2.16% | Q1 2026 | Apr 23, 2026 |
| Plancorp, LLC | History | Added to | 199,131 | 17,117 | 0.49% | 0.46% | 130 | +413 | 0.21% | Q1 2026 | Apr 14, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 212,186 | 17,097 | 0.95% | 1.13% | 131 | -17,792 | -7.74% | Q1 2026 | Apr 29, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 212,103 | 17,091 | 1.77% | 1.16% | 132 | +67,983 | 47.17% | Q1 2026 | Apr 13, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 206,652 | 16,652 | 3.28% | 3.14% | 133 | +13,701 | 7.1% | Q1 2026 | Apr 20, 2026 |
| BSW Wealth Partners | History | Reduced | 206,501 | 16,639 | 2.03% | 1.93% | 134 | -2,167 | -1.04% | Q1 2026 | Apr 14, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 203,546 | 16,401 | 0.74% | 0.67% | 135 | +7,629 | 3.89% | Q1 2026 | Apr 21, 2026 |
| Allen Capital Group, LLC | History | No change | 212,558 | 16,371 | 1.5% | 1.5% | 136 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Stewardship Advisors, LLC | History | Added to | 200,569 | 16,161 | 3.71% | 0.07% | 137 | +196,722 | 5113.65% | Q1 2026 | Apr 17, 2026 |
| Strategic Financial Planning, Inc. | History | New | 351,728 | 16,054 | 9.39% | — | 138 | +351,728 | New | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 198,930 | 16,029 | 0.12% | 0.1% | 139 | +41,791 | 26.59% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 198,408 | 15,987 | 0.17% | — | 140 | +198,408 | New | Q1 2026 | Apr 20, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 198,200 | 15,970 | 4.57% | 4.43% | 141 | +250 | 0.13% | Q1 2026 | Apr 15, 2026 |
| Werba Rubin Papier Wealth Management | History | New | 197,530 | 15,916 | 2.22% | — | 142 | +197,530 | New | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 192,446 | 15,546 | 0.08% | 0.05% | 143 | +63,417 | 49.15% | Q1 2026 | May 15, 2026 |
| LIBRA WEALTH LLC | History | Added to | 191,780 | 15,453 | 4.35% | 4.1% | 144 | +1,511 | 0.79% | Q1 2026 | Apr 28, 2026 |
| Opus Capital Group, LLC | History | Reduced | 190,591 | 15,358 | 1.65% | 1.6% | 145 | -1,349 | -0.7% | Q1 2026 | Apr 30, 2026 |
| Syntegra Private Wealth Group, LLC | History | New | 189,784 | 15,292 | 1.45% | — | 146 | +189,784 | New | Q1 2026 | Apr 27, 2026 |
| Capital Analysts, LLC | History | Added to | 189,270 | 15,252 | 0.4% | 0.08% | 147 | +151,235 | 397.62% | Q1 2026 | May 14, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 186,566 | 15,033 | 2.75% | 2.62% | 148 | +847 | 0.46% | Q1 2026 | May 06, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 184,315 | 14,852 | 6.02% | 5.97% | 149 | +7,942 | 4.5% | Q1 2026 | Apr 30, 2026 |
| Burton Enright Welch | History | Reduced | 183,982 | 14,825 | 2.02% | 2.08% | 150 | -7,910 | -4.12% | Q1 2026 | May 01, 2026 |
| Scarborough Advisors, LLC | History | Added to | 179,829 | 14,490 | 1.59% | 0.0% | 151 | +179,747 | 219203.66% | Q1 2026 | May 07, 2026 |
| Berger Financial Group, Inc | History | Reduced | 179,470 | 14,461 | 0.81% | 0.9% | 152 | -23,302 | -11.49% | Q1 2026 | Apr 28, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 178,253 | 14,363 | 0.17% | 0.16% | 153 | -29 | -0.02% | Q1 2026 | May 06, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 176,429 | 14,216 | 3.6% | — | 154 | +176,429 | New | Q1 2026 | May 04, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 175,969 | 14,179 | 1.73% | 1.58% | 155 | +13,893 | 8.57% | Q1 2026 | Apr 23, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 175,859 | 14,170 | 1.77% | 1.83% | 156 | +3,322 | 1.93% | Q1 2026 | Apr 16, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 174,958 | 14,098 | 1.54% | 1.75% | 157 | -8,673 | -4.72% | Q1 2026 | May 11, 2026 |
| HORAN Wealth, LLC | History | New | 174,623 | 14,071 | 1.34% | — | 158 | +174,623 | New | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 173,224 | 13,958 | 0.06% | 0.04% | 159 | +41,544 | 31.55% | Q1 2026 | May 14, 2026 |
| ERn Financial, LLC | History | Added to | 172,723 | 13,918 | 2.62% | 2.42% | 160 | +5,699 | 3.41% | Q1 2026 | Apr 24, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 155,309 | 13,898 | 1.91% | 1.43% | 161 | +31,959 | 25.91% | Q1 2026 | Apr 28, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 166,412 | 13,409 | 1.48% | 1.53% | 162 | -763 | -0.46% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Added to | 165,605 | 13,344 | 0.22% | 0.04% | 163 | +131,469 | 385.13% | Q1 2026 | Apr 27, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 165,381 | 13,326 | 6.77% | 6.7% | 164 | +2,495 | 1.53% | Q1 2026 | May 15, 2026 |
| Team Hewins, LLC | History | Reduced | 164,052 | 13,219 | 3.93% | 4.17% | 165 | -3,871 | -2.31% | Q1 2026 | Apr 30, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 160,483 | 12,931 | 0.5% | 0.6% | 166 | +90,458 | 129.18% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 160,126 | 12,902 | 0.41% | 0.52% | 167 | -44,037 | -21.57% | Q1 2026 | May 15, 2026 |
| Invariant Investment Management | History | Added to | 148,404 | 12,710 | 7.82% | 6.05% | 168 | +30,195 | 25.54% | Q1 2026 | Apr 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 156,443 | 12,606 | 1.01% | 1.0% | 169 | -1,161 | -0.74% | Q1 2026 | May 15, 2026 |
| Indivisible Partners | History | Added to | 155,471 | 12,527 | 1.11% | 1.2% | 170 | +11,662 | 8.11% | Q1 2026 | Apr 30, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 154,452 | 12,445 | 5.86% | 5.67% | 171 | -8,027 | -4.94% | Q1 2026 | May 08, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 153,790 | 12,392 | 0.09% | 0.09% | 172 | -739 | -0.48% | Q1 2026 | Apr 14, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Added to | 136,587 | 12,365 | 5.17% | 3.17% | 173 | +54,612 | 66.62% | Q1 2026 | May 04, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 153,015 | 12,329 | 2.22% | 2.14% | 174 | +4,603 | 3.1% | Q1 2026 | May 06, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 155,627 | 12,230 | 1.62% | 0.34% | 175 | +122,610 | 371.35% | Q1 2026 | Apr 30, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 151,262 | 12,188 | 1.32% | 0.03% | 176 | +147,633 | 4068.15% | Q1 2026 | May 12, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 151,258 | 12,188 | 6.61% | 6.52% | 177 | +1,952 | 1.31% | Q1 2026 | Apr 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 149,597 | 12,055 | 0.02% | 0.01% | 178 | +53,286 | 55.33% | Q1 2026 | May 13, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 148,030 | 11,928 | 5.45% | 5.19% | 179 | +5,827 | 4.1% | Q1 2026 | Apr 20, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 144,582 | 11,650 | 3.33% | 3.23% | 180 | +1,512 | 1.06% | Q1 2026 | Apr 28, 2026 |
| ABLE Financial Group, LLC | History | Added to | 140,791 | 11,344 | 2.22% | 1.87% | 181 | +21,549 | 18.07% | Q1 2026 | Apr 20, 2026 |
| Prosperity Planning, Inc. | History | Added to | 140,643 | 11,333 | 2.87% | 2.78% | 182 | +2,645 | 1.92% | Q1 2026 | Apr 10, 2026 |
| Choice Wealth Advisors LLC | History | Added to | 139,226 | 11,218 | 4.4% | 4.16% | 183 | +2,447 | 1.79% | Q1 2026 | Apr 08, 2026 |
| Richmond Investment Services, LLC | History | Added to | 137,310 | 11,064 | 1.79% | 1.75% | 184 | +5,599 | 4.25% | Q1 2026 | Apr 29, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 135,608 | 10,927 | 0.78% | 0.51% | 185 | +43,646 | 47.46% | Q1 2026 | May 06, 2026 |
| Mason & Associates Inc | History | Added to | 140,088 | 10,896 | 2.11% | 1.91% | 186 | +8,342 | 6.33% | Q1 2026 | Apr 30, 2026 |
| Echo Wealth Management, LLC | History | Added to | 134,959 | 10,874 | 6.26% | 4.6% | 187 | +32,771 | 32.07% | Q1 2026 | Apr 21, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 133,328 | 10,743 | 1.61% | 1.65% | 188 | -2,416 | -1.78% | Q1 2026 | Apr 14, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 132,593 | 10,684 | 3.84% | 4.68% | 189 | -36,631 | -21.65% | Q1 2026 | May 13, 2026 |
| Freedom Financial Partners LLC | History | Added to | 132,570 | 10,682 | 3.8% | 3.61% | 190 | +3,646 | 2.83% | Q1 2026 | Apr 16, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 132,225 | 10,655 | 2.99% | 3.05% | 191 | -125,332 | -48.66% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 132,177 | 10,651 | 0.03% | 0.02% | 192 | +32,855 | 33.08% | Q1 2026 | Apr 30, 2026 |
| Great Diamond Partners, LLC | History | Added to | 132,028 | 10,638 | 2.05% | 1.73% | 193 | +15,590 | 13.39% | Q1 2026 | May 12, 2026 |
| Certified Advisory Corp | History | Added to | 131,317 | 10,581 | 0.95% | 0.87% | 194 | +6,787 | 5.45% | Q1 2026 | Apr 17, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Added to | 130,901 | 10,548 | 4.19% | 2.44% | 195 | +45,602 | 53.46% | Q1 2026 | Apr 14, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 130,195 | 10,491 | 6.16% | 6.16% | 196 | +1,200 | 0.93% | Q1 2026 | Apr 21, 2026 |
| Verum Partners LLC | History | New | 129,644 | 10,446 | 1.98% | — | 197 | +129,644 | New | Q1 2026 | Apr 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 127,901 | 10,306 | 0.01% | 0.01% | 198 | -9,921 | -7.2% | Q1 2026 | May 12, 2026 |
| SOL Capital Management CO | History | Added to | 169,416 | 10,256 | 4.98% | 0.19% | 199 | +142,629 | 532.46% | Q1 2026 | Apr 24, 2026 |
| Torren Management, LLC | History | Reduced | 126,171 | 10,166 | 5.06% | 5.67% | 200 | -17,927 | -12.44% | Q1 2026 | Apr 30, 2026 |
| Oak Wealth Advisors LLC | History | Added to | 126,063 | 10,158 | 5.58% | 5.38% | 201 | +4,448 | 3.66% | Q1 2026 | Apr 21, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 125,276 | 10,094 | 1.13% | 1.13% | 202 | -6,510 | -4.94% | Q1 2026 | May 05, 2026 |
| Advisor OS, LLC | History | New | 125,105 | 10,080 | 0.73% | — | 203 | +125,105 | New | Q1 2026 | May 07, 2026 |
| One Wealth Advisors, LLC | History | Added to | 124,387 | 10,023 | 1.25% | 0.97% | 204 | +20,919 | 20.22% | Q1 2026 | Apr 21, 2026 |
| Buck Wealth Strategies, LLC | History | Added to | 123,608 | 9,960 | 1.23% | 1.17% | 205 | +3,882 | 3.24% | Q1 2026 | May 08, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 123,355 | 9,939 | 0.82% | 0.81% | 206 | +2,921 | 2.43% | Q1 2026 | May 05, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 122,890 | 9,902 | 1.27% | 1.24% | 207 | +7,507 | 6.51% | Q1 2026 | Apr 17, 2026 |
| Passive Capital Management, LLC. | History | Reduced | 121,494 | 9,789 | 2.92% | 2.94% | 208 | -456 | -0.37% | Q1 2026 | May 14, 2026 |
| Hamilton Point Investment Advisors, LLC | History | New | 119,980 | 9,667 | 1.49% | — | 209 | +119,980 | New | Q1 2026 | May 06, 2026 |
| EWA, LLC | History | New | 118,153 | 9,520 | 2.16% | — | 210 | +118,153 | New | Q1 2026 | Apr 23, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 117,280 | 9,450 | 4.65% | 3.16% | 211 | +37,901 | 47.75% | Q1 2026 | Apr 17, 2026 |
| MJP ASSOCIATES INC /ADV | History | New | 116,188 | 9,362 | 1.14% | — | 212 | +116,188 | New | Q1 2026 | May 05, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 106,066 | 9,333 | 0.6% | — | 213 | +106,066 | New | Q1 2026 | Apr 22, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 103,313 | 9,288 | 0.64% | 0.52% | 214 | +10,978 | 11.89% | Q1 2026 | Apr 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 117,779 | 9,247 | 0.06% | 0.02% | 215 | +72,474 | 159.97% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 114,201 | 9,202 | 2.27% | 1.82% | 216 | +13,463 | 13.36% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | Added to | 111,150 | 8,956 | 2.11% | 1.44% | 217 | +36,098 | 48.1% | Q1 2026 | May 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 111,066 | 8,949 | 0.21% | 0.15% | 218 | +29,043 | 35.41% | Q1 2026 | May 11, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 110,805 | 8,928 | 1.03% | 0.96% | 219 | -10,115 | -8.37% | Q1 2026 | May 01, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 110,752 | 8,924 | 2.28% | 1.86% | 220 | +18,897 | 20.57% | Q1 2026 | Apr 17, 2026 |
| BetterWealth, LLC | History | Added to | 109,104 | 8,791 | 1.72% | 1.91% | 221 | +432 | 0.4% | Q1 2026 | Apr 24, 2026 |
| Stonebrook Private Inc. | History | Added to | 108,371 | 8,732 | 1.86% | 1.7% | 222 | +3,041 | 2.89% | Q1 2026 | May 11, 2026 |
| Carrera Capital Advisors | History | Added to | 106,735 | 8,600 | 1.32% | 1.29% | 223 | +7,348 | 7.39% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 106,478 | 8,580 | 0.0% | 0.0% | 224 | +26,227 | 32.68% | Q1 2026 | May 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 106,059 | 8,546 | 3.06% | 2.81% | 225 | +2,858 | 2.77% | Q1 2026 | Apr 14, 2026 |
| FIRST HAWAIIAN BANK | History | Added to | 105,965 | 8,538 | 1.19% | 1.02% | 226 | +6,654 | 6.7% | Q1 2026 | Apr 13, 2026 |
| Disciplina Capital Management LLC | History | Reduced | 105,563 | 8,506 | 0.9% | 0.94% | 227 | -1,556 | -1.45% | Q1 2026 | May 07, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 105,148 | 8,472 | 2.24% | 2.17% | 228 | +3,729 | 3.68% | Q1 2026 | Apr 21, 2026 |
| True North Advisors, LLC | History | New | 104,579 | 8,426 | 0.96% | — | 229 | +104,579 | New | Q1 2026 | May 07, 2026 |
| Cooper Financial Group | History | Added to | 104,351 | 8,408 | 0.85% | 0.77% | 230 | +10,697 | 11.42% | Q1 2026 | Apr 07, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 103,999 | 8,380 | 1.89% | 1.87% | 231 | -1,666 | -1.58% | Q1 2026 | Apr 02, 2026 |
| CURIO WEALTH, LLC | History | Added to | 102,744 | 8,279 | 2.83% | 2.55% | 232 | +9,122 | 9.74% | Q1 2026 | May 11, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 102,734 | 8,278 | 3.45% | 3.47% | 233 | -6,731 | -6.15% | Q1 2026 | Apr 23, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | Added to | 102,417 | 8,252 | 6.9% | 6.44% | 234 | +2,958 | 2.97% | Q1 2026 | May 08, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 101,429 | 8,173 | 3.75% | 2.45% | 235 | +11,146 | 12.35% | Q1 2026 | May 05, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 100,488 | 8,097 | 2.73% | 2.6% | 236 | +6,048 | 6.4% | Q1 2026 | May 08, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 85,004 | 8,065 | 0.48% | 0.46% | 237 | -2,548 | -2.91% | Q1 2026 | May 14, 2026 |
| Hudson Capital Management LLC | History | New | 99,128 | 7,987 | 2.06% | — | 238 | +99,128 | New | Q1 2026 | Apr 13, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Reduced | 99,000 | 7,977 | 5.18% | 5.03% | 239 | -2,306 | -2.28% | Q1 2026 | Apr 29, 2026 |
| CENTRAL TRUST Co | History | Added to | 98,406 | 7,929 | 0.16% | 0.1% | 240 | +31,383 | 46.82% | Q1 2026 | Apr 17, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 98,386 | 7,927 | 2.49% | 2.35% | 241 | -7 | -0.01% | Q1 2026 | Apr 06, 2026 |
| Legacy CG, LLC | History | Added to | 97,363 | 7,845 | 2.18% | 1.68% | 242 | +19,359 | 24.82% | Q1 2026 | May 05, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 96,512 | 7,776 | 1.67% | 1.61% | 243 | +574 | 0.6% | Q1 2026 | Apr 13, 2026 |
| Strategic Blueprint, LLC | History | Added to | 95,800 | 7,719 | 0.45% | 0.43% | 244 | +627 | 0.66% | Q1 2026 | Apr 29, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Added to | 94,398 | 7,606 | 1.31% | 1.09% | 245 | +10,327 | 12.28% | Q1 2026 | May 13, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 93,291 | 7,517 | 3.3% | 3.33% | 246 | +37 | 0.04% | Q1 2026 | Apr 22, 2026 |
| Haven Private, LLC | History | Added to | 93,215 | 7,511 | 3.27% | 3.11% | 247 | +1,065 | 1.16% | Q1 2026 | May 05, 2026 |
| Align Financial, LLC | History | Reduced | 93,158 | 7,506 | 4.27% | 3.98% | 248 | -6,765,156 | -98.64% | Q1 2026 | May 08, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 92,881 | 7,484 | 0.97% | 0.84% | 249 | +7,955 | 9.37% | Q1 2026 | May 07, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 92,366 | 7,442 | 3.62% | 3.57% | 250 | +528 | 0.57% | Q1 2026 | Apr 22, 2026 |
| Merit Financial Group, LLC | History | Reduced | 92,143 | 7,424 | 0.06% | 0.07% | 251 | -21,369 | -18.83% | Q1 2026 | Apr 15, 2026 |
| Flagstone Financial Management | History | Reduced | 92,032 | 7,415 | 1.84% | 1.87% | 252 | -2,672 | -2.82% | Q1 2026 | Apr 27, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 91,196 | 7,348 | 1.42% | 1.03% | 253 | +1,876 | 2.1% | Q1 2026 | Apr 29, 2026 |
| MAI Capital Management | History | Added to | 89,078 | 7,177 | 0.04% | 0.03% | 254 | +22,724 | 34.25% | Q1 2026 | May 15, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 88,967 | 7,168 | 2.88% | 2.82% | 255 | -629 | -0.7% | Q1 2026 | Apr 20, 2026 |
| CROBAN | History | Added to | 87,450 | 7,046 | 3.31% | 3.13% | 256 | +2,990 | 3.54% | Q1 2026 | May 12, 2026 |
| Avant Financial Advisors LLC | History | Added to | 86,316 | 6,955 | 4.89% | 4.61% | 257 | +3,004 | 3.61% | Q1 2026 | Apr 23, 2026 |
| Broadway Wealth Solutions, Inc. | History | Reduced | 86,094 | 6,937 | 3.59% | 3.56% | 258 | -558 | -0.64% | Q1 2026 | Apr 21, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 89,654 | 6,905 | 1.64% | 1.64% | 259 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| GeoWealth Management, LLC | History | Reduced | 85,645 | 6,901 | 0.25% | 0.24% | 260 | -184 | -0.21% | Q1 2026 | May 13, 2026 |
| LexAurum Advisors, LLC | History | New | 83,999 | 6,768 | 0.88% | — | 261 | +83,999 | New | Q1 2026 | Apr 13, 2026 |
| Midwestern Financial, LLC /IA | History | Added to | 83,826 | 6,754 | 5.31% | 4.98% | 262 | +5,602 | 7.16% | Q1 2026 | May 05, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | New | 82,771 | 6,669 | 1.08% | — | 263 | +82,771 | New | Q1 2026 | Apr 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 82,676 | 6,662 | 0.01% | 0.01% | 264 | +10,109 | 13.93% | Q1 2026 | May 15, 2026 |
| Sylvest Advisors, LLC | History | Reduced | 82,444 | 6,643 | 3.53% | 3.95% | 265 | -13,816 | -14.35% | Q1 2026 | Apr 22, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 82,310 | 6,632 | 0.4% | 0.4% | 266 | -1,751 | -2.08% | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | New | 81,914 | 6,600 | 0.08% | — | 267 | +81,914 | New | Q1 2026 | Apr 28, 2026 |
| REDW Wealth LLC | History | Added to | 81,162 | 6,540 | 2.61% | 2.11% | 268 | +9,402 | 13.1% | Q1 2026 | May 07, 2026 |
| Telos Capital Management, Inc. | History | Added to | 80,940 | 6,522 | 0.62% | 0.53% | 269 | +6,605 | 8.89% | Q1 2026 | Apr 16, 2026 |
| Trellis Wealth Advisors LLC | History | Reduced | 80,103 | 6,454 | 2.46% | 2.43% | 270 | -741 | -0.92% | Q1 2026 | Apr 15, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 210,453 | 6,433 | 4.29% | 3.91% | 271 | +137,826 | 189.77% | Q1 2026 | Apr 21, 2026 |
| EnRich Financial Partners LLC | History | Added to | 79,799 | 6,430 | 1.71% | 1.61% | 272 | +3,058 | 3.98% | Q1 2026 | May 05, 2026 |
| Trace Wealth Advisors, LLC | History | Reduced | 78,748 | 6,345 | 4.76% | 4.56% | 274 | -3,258 | -3.97% | Q1 2026 | May 13, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 78,754 | 6,345 | 1.42% | 1.41% | 273 | -165 | -0.21% | Q1 2026 | Apr 15, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 78,707 | 6,342 | 1.0% | 1.08% | 275 | +2,509 | 3.29% | Q1 2026 | Apr 17, 2026 |
| Chris Bulman Inc | History | Added to | 78,557 | 6,330 | 2.77% | 2.47% | 276 | +5,959 | 8.21% | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | Reduced | 78,309 | 6,310 | 0.01% | 0.02% | 277 | -64,214 | -45.06% | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Added to | 77,876 | 6,275 | 0.03% | 0.03% | 278 | +7,749 | 11.05% | Q1 2026 | May 13, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 77,717 | 6,262 | 0.57% | 0.55% | 279 | -714 | -0.91% | Q1 2026 | May 12, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 77,521 | 6,246 | 2.15% | 2.15% | 280 | -1,658 | -2.09% | Q1 2026 | May 08, 2026 |
| Objectivity Squared, LLC | History | Reduced | 77,473 | 6,242 | 3.93% | 3.54% | 281 | -4,738 | -5.76% | Q1 2026 | May 13, 2026 |
| Grove Bank & Trust | History | Added to | 77,182 | 6,219 | 0.7% | 0.6% | 282 | +7,398 | 10.6% | Q1 2026 | Apr 08, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 77,053 | 6,208 | 2.57% | 2.42% | 283 | +2,947 | 3.98% | Q1 2026 | Apr 13, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 76,793 | 6,187 | 1.76% | 1.78% | 284 | +1,361 | 1.8% | Q1 2026 | Apr 27, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Added to | 76,662 | 6,177 | 0.91% | 0.83% | 285 | +4,179 | 5.77% | Q1 2026 | May 05, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 75,498 | 6,083 | 2.62% | 2.57% | 286 | +2,140 | 2.92% | Q1 2026 | Apr 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 74,700 | 6,019 | 0.01% | 0.0% | 287 | +67,800 | 982.61% | Q1 2026 | May 14, 2026 |
| Stonehearth Capital Management, LLC | History | Added to | 73,775 | 5,944 | 2.35% | 2.04% | 288 | +2,096 | 2.92% | Q1 2026 | Apr 17, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 73,734 | 5,941 | 0.03% | 0.03% | 289 | +1,293 | 1.78% | Q1 2026 | May 14, 2026 |
| Systelligence, LLC | History | Reduced | 73,529 | 5,924 | 1.15% | 1.6% | 290 | -35,375 | -32.48% | Q1 2026 | Apr 21, 2026 |
| rebel Financial LLC | History | Reduced | 73,492 | 5,921 | 2.57% | 2.71% | 291 | -8,915 | -10.82% | Q1 2026 | Apr 24, 2026 |
| Financial Symmetry Inc | History | Added to | 65,469 | 5,915 | 2.1% | 1.94% | 292 | +3,691 | 5.97% | Q1 2026 | May 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 73,251 | 5,902 | 1.25% | 1.21% | 293 | -1,468 | -1.96% | Q1 2026 | May 05, 2026 |
| Heritage Family Offices, LLP | History | Added to | 71,495 | 5,761 | 2.55% | 0.38% | 294 | +60,680 | 561.07% | Q1 2026 | Apr 08, 2026 |
| PW ADVISORS, LLC \ FL | History | Added to | 71,177 | 5,735 | 4.3% | 4.02% | 295 | +6,110 | 9.39% | Q1 2026 | Apr 24, 2026 |
| Waterfront Wealth Inc. | History | Added to | 71,084 | 5,727 | 1.05% | 0.93% | 296 | +12,052 | 20.42% | Q1 2026 | Apr 30, 2026 |
| White Pine Investment CO | History | Added to | 69,558 | 5,605 | 1.3% | 1.12% | 297 | +7,886 | 12.79% | Q1 2026 | Apr 20, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 69,518 | 5,601 | 0.55% | 0.53% | 298 | -1,085 | -1.54% | Q1 2026 | Apr 29, 2026 |
| Brookstone Capital Management | History | Added to | 69,493 | 5,599 | 0.06% | 0.06% | 299 | +2,889 | 4.34% | Q1 2026 | Apr 16, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 69,138 | 5,571 | 0.62% | 0.6% | 300 | +1,513 | 2.24% | Q1 2026 | Apr 29, 2026 |