AMERICAN CENTURY ETF TRUST - AVLV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 13,221,779 | 1,065,807 | 0.62% | 0.57% | 1 | -530,637 | -3.86% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 10,139,321 | 817,330 | 0.22% | 0.24% | 2 | -737,463 | -6.78% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,700,512 | 621,191 | 1.27% | 1.11% | 3 | -2,676,653 | -25.79% | Q1 2026 | Apr 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,867,435 | 311,740 | 0.07% | 0.07% | 4 | -74,396 | -1.89% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 3,096,355 | 249,597 | 0.07% | 0.05% | 5 | +487,926 | 18.71% | Q1 2026 | May 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 2,860,379 | 230,575 | 0.12% | 0.09% | 6 | +458,939 | 19.11% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 2,829,736 | 228,105 | 0.32% | 0.28% | 7 | +318,245 | 12.67% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 2,504,756 | 202,292 | 0.22% | 0.19% | 8 | +294,564 | 13.33% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,401,298 | 193,568 | 0.12% | 0.1% | 9 | +365,392 | 17.95% | Q1 2026 | May 07, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 2,002,480 | 161,419 | 14.79% | 14.36% | 10 | +29,531 | 1.5% | Q1 2026 | Apr 23, 2026 |
| Falcon Wealth Planning | History | Added to | 1,970,576 | 158,848 | 10.82% | 11.51% | 11 | +166,549 | 9.23% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,666,055 | 134,300 | 1.0% | 0.94% | 12 | +130,746 | 8.52% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 1,513,146 | 121,974 | 0.59% | 0.7% | 13 | -115,718 | -7.1% | Q1 2026 | May 04, 2026 |
| Pure Financial Advisors, LLC | History | New | 1,448,030 | 116,725 | 1.68% | — | 14 | +1,448,030 | New | Q1 2026 | Apr 10, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 1,358,554 | 109,513 | 11.77% | 9.74% | 15 | +219,614 | 19.28% | Q1 2026 | Apr 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 1,342,478 | 108,217 | 7.36% | 6.94% | 16 | +13,146 | 0.99% | Q1 2026 | May 14, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 1,189,165 | 104,967 | 6.24% | 5.94% | 17 | +38,587 | 3.35% | Q1 2026 | May 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 1,291,725 | 104,125 | 2.66% | 2.6% | 18 | -33,616 | -2.54% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,272,973 | 102,614 | 0.19% | 0.02% | 19 | +1,173,564 | 1180.54% | Q1 2026 | May 01, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 1,269,381 | 102,324 | 1.66% | 1.73% | 20 | -51,747 | -3.92% | Q1 2026 | Apr 22, 2026 |
| FMR LLC | History | Added to | 1,262,774 | 101,792 | 0.01% | 0.0% | 21 | +304,359 | 31.76% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,223,715 | 98,643 | 0.01% | 0.01% | 22 | +64,335 | 5.55% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 1,291,780 | 97,878 | 0.39% | 0.39% | 23 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,199,784 | 96,714 | 0.1% | 0.1% | 24 | -41,697 | -3.36% | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 1,163,667 | 93,803 | 1.08% | 1.17% | 25 | -108,334 | -8.52% | Q1 2026 | May 08, 2026 |
| HUB Investment Partners, LLC | History | Added to | 1,130,337 | 91,116 | 2.18% | 2.12% | 26 | +48,481 | 4.48% | Q1 2026 | May 15, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 1,130,111 | 91,098 | 11.97% | 11.42% | 27 | +46,392 | 4.28% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,070,767 | 86,314 | 0.01% | 0.01% | 28 | -230,207 | -17.69% | Q1 2026 | May 15, 2026 |
| NIXON PEABODY TRUST CO | History | Added to | 1,031,823 | 83,175 | 6.61% | 5.77% | 29 | +25,499 | 2.53% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 988,484 | 79,681 | 0.11% | 0.1% | 30 | +19,703 | 2.03% | Q1 2026 | Apr 27, 2026 |
| Wealth Management Nebraska | History | Added to | 937,713 | 75,589 | 7.66% | 7.5% | 31 | +71,673 | 8.28% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 891,464 | 72,462 | 0.36% | 0.33% | 32 | +49,138 | 5.83% | Q1 2026 | May 15, 2026 |
| ESL Trust Services, LLC | History | Added to | 842,631 | 67,924 | 12.97% | 11.95% | 33 | +21,199 | 2.58% | Q1 2026 | May 07, 2026 |
| B&D White Capital Company, LLC | History | Added to | 820,112 | 66,109 | 8.17% | 4.16% | 34 | +345,821 | 72.91% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 710,310 | 57,258 | 0.45% | 0.46% | 35 | -6,145 | -0.86% | Q1 2026 | Apr 07, 2026 |
| Glenview Trust Co | History | Added to | 700,094 | 56,434 | 0.89% | 0.76% | 36 | +52,937 | 8.18% | Q1 2026 | May 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 696,206 | 56,121 | 0.11% | 0.1% | 37 | -59,934 | -7.93% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 683,776 | 55,119 | 0.1% | 0.1% | 38 | -20,407 | -2.9% | Q1 2026 | May 14, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 669,290 | 53,951 | 5.26% | 5.03% | 39 | -9,726 | -1.43% | Q1 2026 | Apr 29, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 648,674 | 52,289 | 0.11% | 0.09% | 40 | +8,900 | 1.39% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | New | 647,955 | 52,230 | 0.52% | — | 41 | +647,955 | New | Q1 2026 | May 12, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 680,847 | 51,587 | 3.33% | 3.33% | 42 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 636,283 | 51,290 | 10.94% | 10.16% | 43 | +15,213 | 2.45% | Q1 2026 | Apr 10, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 632,785 | 51,001 | 10.14% | 9.66% | 44 | +26,183 | 4.32% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 622,088 | 50,146 | 0.02% | 0.01% | 45 | +93,500 | 17.69% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 613,298 | 48,340 | 0.0% | 0.0% | 46 | +63,882 | 11.63% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 579,883 | 46,947 | 0.44% | 0.54% | 47 | -89,081 | -13.32% | Q1 2026 | Apr 07, 2026 |
| Arax Advisory Partners | History | Reduced | 570,540 | 45,999 | 1.3% | 1.43% | 48 | -77,740 | -11.99% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 549,655 | 44,307 | 0.49% | — | 49 | +549,655 | New | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 548,647 | 44,226 | 0.17% | 0.16% | 50 | +22,837 | 4.34% | Q1 2026 | Apr 30, 2026 |
| JRM Investment Counsel, LLC | History | Added to | 532,169 | 42,898 | 11.43% | 10.94% | 51 | +33,103 | 6.63% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 514,375 | 41,463 | 0.01% | 0.01% | 52 | -33,717 | -6.15% | Q1 2026 | May 05, 2026 |
| Opus Capital Group, LLC | History | Added to | 497,560 | 40,108 | 4.31% | 4.04% | 53 | +5,133 | 1.04% | Q1 2026 | Apr 30, 2026 |
| Legacy Financial Strategies, LLC | History | Added to | 481,853 | 38,842 | 7.01% | 6.31% | 54 | +11,159 | 2.37% | Q1 2026 | Apr 30, 2026 |
| Visionary Wealth Advisors | History | Reduced | 470,069 | 37,892 | 1.68% | 1.61% | 55 | -886 | -0.19% | Q1 2026 | May 13, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 433,804 | 34,968 | 1.91% | 1.72% | 56 | +38,709 | 9.8% | Q1 2026 | May 11, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 408,289 | 32,912 | 5.77% | — | 57 | +408,289 | New | Q1 2026 | May 11, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 390,672 | 31,492 | 2.36% | 0.05% | 58 | +381,022 | 3948.41% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 381,410 | 30,745 | 0.01% | 0.01% | 59 | -14,689 | -3.71% | Q1 2026 | May 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 346,993 | 29,740 | 0.66% | 0.67% | 60 | +6,979 | 2.05% | Q1 2026 | May 04, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 349,848 | 28,201 | 10.13% | 8.66% | 61 | +31,804 | 10.0% | Q1 2026 | May 13, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 347,359 | 28,000 | 5.89% | 5.54% | 62 | +26,400 | 8.23% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 346,777 | 27,944 | 0.28% | 0.31% | 63 | +14,074 | 4.23% | Q1 2026 | May 13, 2026 |
| Apella Capital, LLC | History | Added to | 325,246 | 27,766 | 0.41% | 0.42% | 64 | +43,697 | 15.52% | Q1 2026 | Apr 20, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 336,698 | 27,141 | 0.0% | 0.0% | 65 | +12,306 | 3.79% | Q1 2026 | May 15, 2026 |
| Symmetry Partners, LLC | History | Added to | 332,226 | 26,780 | 1.53% | 1.36% | 66 | +27,908 | 9.17% | Q1 2026 | Apr 27, 2026 |
| Three Cord True Wealth Management, LLC | History | Added to | 296,162 | 23,873 | 13.27% | 12.35% | 67 | +15,973 | 5.7% | Q1 2026 | Apr 27, 2026 |
| McMill Wealth Management | History | Added to | 289,783 | 23,359 | 6.21% | 5.74% | 68 | +20,541 | 7.63% | Q1 2026 | May 13, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 257,373 | 21,776 | 1.95% | 3.02% | 69 | -153,224 | -37.32% | Q1 2026 | Apr 20, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 265,529 | 21,630 | 4.91% | 4.05% | 70 | -83,566 | -23.94% | Q1 2026 | Apr 14, 2026 |
| Northland Capital Management LLC | History | Added to | 266,638 | 21,493 | 11.75% | 11.05% | 71 | +6,193 | 2.38% | Q1 2026 | Apr 21, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 265,478 | 21,400 | 3.91% | 3.62% | 72 | +3,884 | 1.48% | Q1 2026 | May 06, 2026 |
| Fonville Wealth Management LLC | History | Added to | 263,925 | 21,274 | 4.05% | 3.76% | 73 | +21,171 | 8.72% | Q1 2026 | Apr 20, 2026 |
| Cornerstone Wealth Partners, LLC | History | Added to | 253,305 | 20,418 | 11.58% | 11.7% | 74 | +30,764 | 13.82% | Q1 2026 | May 12, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 251,875 | 20,303 | 2.89% | 2.82% | 75 | -7,510 | -2.9% | Q1 2026 | Apr 15, 2026 |
| Nova R Wealth, Inc. | History | Added to | 251,854 | 20,301 | 6.48% | 4.91% | 76 | +74,158 | 41.73% | Q1 2026 | Apr 17, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 250,614 | 20,201 | 1.5% | 1.79% | 77 | -3,867 | -1.52% | Q1 2026 | May 19, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Reduced | 246,536 | 19,873 | 13.21% | 13.08% | 78 | -13,208 | -5.09% | Q1 2026 | May 07, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 241,731 | 19,485 | 2.02% | 1.66% | 79 | +22,004 | 10.01% | Q1 2026 | Apr 13, 2026 |
| Oceanside Advisors LLC | History | Added to | 241,729 | 19,485 | 11.12% | 11.02% | 80 | +1,696 | 0.71% | Q1 2026 | Apr 28, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 238,850 | 19,253 | 1.55% | 1.39% | 81 | +19,288 | 8.78% | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 225,021 | 19,039 | 5.21% | 4.85% | 82 | +11,403 | 5.34% | Q1 2026 | Apr 17, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 231,965 | 18,698 | 2.15% | 2.89% | 83 | -138,315 | -37.35% | Q1 2026 | May 01, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 231,132 | 18,631 | 8.42% | 7.3% | 84 | +30,689 | 15.31% | Q1 2026 | Apr 09, 2026 |
| Keener Financial Planning LLC | History | Added to | 230,857 | 18,609 | 7.82% | 7.5% | 85 | +1,731 | 0.76% | Q1 2026 | May 01, 2026 |
| REAP Financial Group, LLC | History | Added to | 229,676 | 18,514 | 3.65% | 3.21% | 86 | +20,888 | 10.0% | Q1 2026 | May 11, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 225,171 | 18,151 | 10.01% | 10.41% | 87 | +8,944 | 4.14% | Q1 2026 | May 11, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 221,519 | 17,856 | 7.16% | 6.34% | 88 | +27,885 | 14.4% | Q1 2026 | Apr 30, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 219,931 | 17,728 | 0.31% | 0.43% | 89 | -13,187 | -5.66% | Q1 2026 | May 11, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 216,582 | 17,458 | 10.26% | 10.07% | 90 | +2,807 | 1.31% | Q1 2026 | Apr 21, 2026 |
| Advantage Trust Co | History | Added to | 211,547 | 17,052 | 7.64% | 6.98% | 91 | +7,013 | 3.43% | Q1 2026 | May 05, 2026 |
| Providence Financial Advisors, LLC | History | Added to | 210,327 | 16,954 | 9.66% | 15.04% | 92 | +11,260 | 5.66% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 206,523 | 16,647 | 0.05% | 0.03% | 93 | +28,962 | 16.31% | Q1 2026 | May 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 198,881 | 16,031 | 0.08% | 0.13% | 94 | -47,779 | -19.37% | Q1 2026 | May 15, 2026 |
| Apollon Financial, LLC | History | Added to | 196,536 | 15,842 | 2.19% | 2.09% | 95 | +6,261 | 3.29% | Q1 2026 | Apr 22, 2026 |
| BostonPremier Wealth LLC | History | Added to | 195,848 | 15,787 | 8.16% | 7.33% | 96 | +6,967 | 3.69% | Q1 2026 | Apr 10, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 194,591 | 15,685 | 0.61% | 0.43% | 97 | +20,864 | 12.01% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 193,529 | 15,600 | 0.17% | 0.15% | 98 | +20,082 | 11.58% | Q1 2026 | May 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 190,363 | 15,345 | 0.28% | 0.23% | 99 | +19,758 | 11.58% | Q1 2026 | Apr 10, 2026 |
| Corient Private Wealth LLC | History | Added to | 190,129 | 15,218 | 0.02% | 0.02% | 100 | +21,390 | 12.68% | Q1 2026 | May 15, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 187,708 | 15,131 | 4.53% | 4.11% | 101 | +10,605 | 5.99% | Q1 2026 | Apr 28, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 187,555 | 15,118 | 6.13% | 5.94% | 102 | +9,311 | 5.22% | Q1 2026 | Apr 30, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 187,115 | 15,083 | 0.03% | — | 103 | +187,115 | New | Q1 2026 | May 15, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 183,143 | 14,763 | 3.32% | 3.07% | 104 | +6,796 | 3.85% | Q1 2026 | Apr 02, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 182,801 | 14,735 | 4.22% | 3.95% | 105 | +3,412 | 1.9% | Q1 2026 | Apr 15, 2026 |
| Krilogy Financial LLC | History | Reduced | 173,894 | 14,713 | 0.47% | 0.5% | 106 | -11,209 | -6.06% | Q1 2026 | Apr 17, 2026 |
| WJ Interests, LLC | History | Added to | 178,928 | 14,423 | 5.54% | 5.62% | 107 | +6,549 | 3.8% | Q1 2026 | Apr 20, 2026 |
| Certified Advisory Corp | History | Added to | 174,342 | 14,053 | 1.26% | 1.18% | 108 | +2,705 | 1.58% | Q1 2026 | Apr 17, 2026 |
| Pathstone Holdings, LLC | History | Added to | 172,007 | 13,865 | 0.06% | 0.05% | 109 | +8,784 | 5.38% | Q1 2026 | May 11, 2026 |
| Summit Portfolio Management, LTD. | History | New | 171,390 | 13,815 | 8.89% | — | 110 | +171,390 | New | Q1 2026 | Apr 30, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 162,193 | 13,074 | 0.53% | 0.58% | 111 | -10,436 | -6.05% | Q1 2026 | May 12, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 161,559 | 13,023 | 8.78% | 8.1% | 112 | +10,670 | 7.07% | Q1 2026 | Apr 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 158,630 | 12,787 | 0.16% | 0.12% | 113 | +35,427 | 28.75% | Q1 2026 | Apr 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 157,605 | 12,704 | 0.06% | 0.02% | 114 | +113,163 | 254.63% | Q1 2026 | Apr 24, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 157,130 | 12,666 | 4.46% | 2.37% | 115 | +4,625 | 3.03% | Q1 2026 | May 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 157,081 | 12,662 | 0.35% | 0.28% | 116 | +26,466 | 20.26% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 151,834 | 12,239 | 0.01% | 0.01% | 117 | +4,814 | 3.27% | Q1 2026 | May 05, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 148,952 | 12,005 | 10.71% | — | 118 | +148,952 | New | Q1 2026 | May 07, 2026 |
| Kilner Capital Advisors, LLC | History | Reduced | 147,509 | 11,890 | 11.39% | 10.88% | 119 | -2,921 | -1.94% | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Added to | 146,403 | 11,801 | 0.15% | 0.03% | 120 | +120,439 | 463.87% | Q1 2026 | May 15, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 146,162 | 11,782 | 5.18% | 4.88% | 121 | +7,116 | 5.12% | Q1 2026 | Apr 22, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Added to | 144,345 | 11,635 | 9.31% | 8.52% | 122 | +8,702 | 6.42% | Q1 2026 | May 04, 2026 |
| McLean Asset Management Corp | History | Added to | 142,533 | 11,489 | 2.01% | 1.53% | 123 | +33,962 | 31.28% | Q1 2026 | Apr 22, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Added to | 142,306 | 11,471 | 5.12% | 5.0% | 124 | +2,989 | 2.15% | Q1 2026 | Apr 27, 2026 |
| Fortitude Family Office, LLC | History | Added to | 131,021 | 10,561 | 2.36% | 2.09% | 125 | +12,284 | 10.35% | Q1 2026 | Apr 15, 2026 |
| Trailhead Planners LLC | History | Added to | 130,690 | 10,534 | 10.11% | 9.55% | 126 | +2,437 | 1.9% | Q1 2026 | May 06, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 124,359 | 10,452 | 1.6% | 1.43% | 127 | +6,909 | 5.88% | Q1 2026 | Apr 16, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 127,213 | 10,254 | 1.92% | 1.92% | 128 | -6,864 | -5.12% | Q1 2026 | Apr 28, 2026 |
| MB Generational Wealth, LLC | History | Reduced | 126,993 | 10,236 | 5.66% | 5.1% | 129 | -42 | -0.03% | Q1 2026 | May 04, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 125,308 | 10,101 | 5.01% | 5.07% | 130 | -8,427 | -6.3% | Q1 2026 | Apr 23, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 123,347 | 9,943 | 0.51% | 0.47% | 131 | +5,366 | 4.55% | Q1 2026 | Apr 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 120,450 | 9,709 | 0.01% | 0.01% | 132 | +35,366 | 41.57% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 118,271 | 9,533 | 0.01% | 0.01% | 133 | +17,133 | 16.94% | Q1 2026 | May 12, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 118,241 | 9,531 | 1.08% | 0.98% | 134 | +5,328 | 4.72% | Q1 2026 | May 15, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 116,758 | 9,411 | 8.85% | 8.38% | 135 | +2,403 | 2.1% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Added to | 114,788 | 9,253 | 0.01% | 0.0% | 136 | +98,070 | 586.61% | Q1 2026 | May 13, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 113,138 | 9,120 | 0.67% | 0.67% | 137 | -10,848 | -8.75% | Q1 2026 | Apr 13, 2026 |
| Ridgeline Wealth, LLC | History | Added to | 113,084 | 9,115 | 6.53% | 5.89% | 138 | +1,038 | 0.93% | Q1 2026 | Apr 15, 2026 |
| Creative Planning | History | Added to | 111,041 | 8,951 | 0.01% | 0.01% | 139 | +2,246 | 2.06% | Q1 2026 | May 12, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 110,962 | 8,944 | 1.42% | 1.45% | 140 | +7,064 | 6.8% | Q1 2026 | Apr 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 110,025 | 8,869 | 0.0% | 0.0% | 141 | +21,370 | 24.1% | Q1 2026 | May 15, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 109,960 | 8,863 | 1.84% | 1.62% | 142 | +13,287 | 13.74% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 109,299 | 8,813 | 0.07% | 0.06% | 143 | +5,470 | 5.27% | Q1 2026 | May 14, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Added to | 108,988 | 8,785 | 5.71% | 5.3% | 144 | +542 | 0.5% | Q1 2026 | Apr 29, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 108,818 | 8,771 | 0.75% | 0.67% | 145 | +6,042 | 5.88% | Q1 2026 | Apr 07, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 106,104 | 8,553 | 0.5% | 0.5% | 146 | -6,505 | -5.78% | Q1 2026 | Apr 29, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 106,085 | 8,551 | 1.81% | 1.68% | 147 | +1,123 | 1.07% | Q1 2026 | May 05, 2026 |
| Vestment Financial LLC | History | Added to | 99,569 | 8,502 | 4.0% | 3.9% | 148 | +4,646 | 4.89% | Q1 2026 | May 01, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Reduced | 104,826 | 8,450 | 1.06% | 1.1% | 149 | -234 | -0.22% | Q1 2026 | Apr 16, 2026 |
| ATLas Financial Planning LLC | History | Added to | 103,993 | 8,382 | 7.52% | 7.11% | 150 | +8,401 | 8.79% | Q1 2026 | Apr 27, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 103,903 | 8,375 | 0.94% | 1.08% | 151 | -23,306 | -18.32% | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | New | 102,803 | 8,286 | 0.09% | — | 152 | +102,803 | New | Q1 2026 | May 12, 2026 |
| Networth Advisors, LLC | History | Added to | 100,736 | 8,120 | 5.74% | 5.51% | 153 | +2,191 | 2.22% | Q1 2026 | Apr 22, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 100,709 | 8,118 | 2.05% | 2.29% | 154 | -6,168 | -5.77% | Q1 2026 | Apr 28, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 100,112 | 8,070 | 0.19% | — | 155 | +100,112 | New | Q1 2026 | Apr 27, 2026 |
| EnRich Financial Partners LLC | History | Added to | 100,002 | 8,061 | 2.14% | 1.89% | 156 | +8,565 | 9.37% | Q1 2026 | May 05, 2026 |
| Yardley Wealth Management LLC | History | Added to | 95,545 | 7,701 | 3.95% | 3.83% | 157 | +542 | 0.57% | Q1 2026 | Apr 21, 2026 |
| Factor Wealth Management LTD | History | Reduced | 93,153 | 7,509 | 1.41% | 1.87% | 158 | -20,864 | -18.3% | Q1 2026 | Apr 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 92,992 | 7,389 | 0.0% | 0.0% | 159 | +11,949 | 14.74% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Reduced | 89,564 | 7,219 | 0.94% | 0.91% | 160 | -2,565 | -2.78% | Q1 2026 | May 01, 2026 |
| Strategent Financial, LLC | History | Added to | 88,470 | 7,131 | 4.84% | 3.89% | 161 | +7,330 | 9.03% | Q1 2026 | Apr 20, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 88,389 | 7,125 | 4.1% | 5.41% | 162 | -33,922 | -27.73% | Q1 2026 | Apr 21, 2026 |
| Prosperity Planning, Inc. | History | Added to | 87,617 | 7,062 | 1.79% | 1.62% | 163 | +6,026 | 7.39% | Q1 2026 | Apr 10, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 85,747 | 6,942 | 0.12% | 0.17% | 164 | -40,796 | -32.24% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 85,953 | 6,928 | 0.16% | 0.15% | 165 | -3,997 | -4.44% | Q1 2026 | May 15, 2026 |
| ENTREWEALTH, LLC | History | Added to | 84,607 | 6,820 | 3.06% | 3.04% | 166 | +3,885 | 4.81% | Q1 2026 | May 14, 2026 |
| White Pine Investment CO | History | Added to | 84,423 | 6,805 | 1.58% | 1.47% | 167 | +1,907 | 2.31% | Q1 2026 | Apr 20, 2026 |
| Concord Asset Management, LLC/VA | History | Reduced | 82,788 | 6,673 | 1.13% | 1.13% | 168 | -3,044 | -3.55% | Q1 2026 | May 01, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 82,237 | 6,629 | 0.86% | 0.81% | 169 | -291 | -0.35% | Q1 2026 | Apr 23, 2026 |
| CWM, LLC | History | Added to | 79,200 | 6,384 | 0.02% | 0.02% | 170 | +2,267 | 2.95% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 76,497 | 6,166 | 0.2% | 0.19% | 171 | -23 | -0.03% | Q1 2026 | May 15, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 73,353 | 5,912 | 0.72% | 0.63% | 172 | +4,379 | 6.35% | Q1 2026 | May 05, 2026 |
| SRH ADVISORS, LLC | History | Added to | 70,431 | 5,677 | 1.62% | 1.4% | 173 | +6,134 | 9.54% | Q1 2026 | Apr 29, 2026 |
| Midwest Financial Group LLC | History | Added to | 69,764 | 5,623 | 2.4% | 2.26% | 174 | +2,235 | 3.31% | Q1 2026 | Apr 22, 2026 |
| Burk Holdings LLC | History | Added to | 68,261 | 5,502 | 2.36% | 2.46% | 175 | +163 | 0.24% | Q1 2026 | May 07, 2026 |
| Investment Advisory Group, LLC | History | Added to | 67,873 | 5,471 | 1.39% | 1.19% | 176 | +6,957 | 11.42% | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | Added to | 65,869 | 5,309 | 0.03% | 0.02% | 177 | +9,356 | 16.56% | Q1 2026 | May 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 65,607 | 5,288 | 0.42% | 0.43% | 178 | -4,308 | -6.16% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 63,965 | 5,156 | 0.01% | 0.0% | 179 | +63,750 | 29651.16% | Q1 2026 | May 15, 2026 |
| Werba Rubin Papier Wealth Management | History | New | 63,350 | 5,106 | 0.71% | — | 180 | +63,350 | New | Q1 2026 | May 12, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 62,578 | 5,044 | 0.52% | 0.4% | 181 | +10,136 | 19.33% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 61,566 | 4,962 | 0.01% | 0.01% | 182 | +8,990 | 17.1% | Q1 2026 | May 15, 2026 |
| Paladin Advisory Group, LLC | History | Added to | 61,437 | 4,952 | 3.77% | 3.37% | 183 | +438 | 0.72% | Q1 2026 | Apr 30, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 56,657 | 4,847 | 0.09% | 0.09% | 184 | +33,035 | 139.85% | Q1 2026 | May 01, 2026 |
| COMMERCE BANK | History | New | 59,172 | 4,769 | 0.02% | — | 185 | +59,172 | New | Q1 2026 | May 11, 2026 |
| Sovran Advisors, LLC | History | Reduced | 54,942 | 4,756 | 0.37% | 0.38% | 186 | -685 | -1.23% | Q1 2026 | May 01, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 58,764 | 4,736 | 0.52% | 0.43% | 187 | +6,118 | 11.62% | Q1 2026 | Apr 29, 2026 |
| Madrid Wealth Management, LLC | History | Added to | 58,516 | 4,716 | 3.56% | 2.81% | 188 | +12,749 | 27.86% | Q1 2026 | Apr 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 57,828 | 4,661 | 0.01% | 0.01% | 189 | -1,587 | -2.67% | Q1 2026 | May 15, 2026 |
| Team Financial Group, LLC | History | Added to | 56,799 | 4,578 | 2.08% | 0.6% | 190 | +39,296 | 224.51% | Q1 2026 | May 01, 2026 |
| ABLE Financial Group, LLC | History | Added to | 56,220 | 4,531 | 0.89% | 0.76% | 191 | +6,624 | 13.36% | Q1 2026 | Apr 20, 2026 |
| Tenzing Financial LLC | History | Added to | 53,862 | 4,522 | 3.39% | 3.04% | 192 | +4,443 | 8.99% | Q1 2026 | Apr 15, 2026 |
| Navigoe, LLC | History | Reduced | 55,598 | 4,481 | 2.65% | 2.66% | 193 | -1,207 | -2.12% | Q1 2026 | May 01, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 55,495 | 4,473 | 0.27% | 0.27% | 194 | -1,879 | -3.28% | Q1 2026 | May 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 55,067 | 4,438 | 0.2% | 0.2% | 195 | +357 | 0.65% | Q1 2026 | Apr 28, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 54,704 | 4,409 | 1.63% | 1.64% | 196 | -5,514 | -9.16% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 54,673 | 4,407 | 0.06% | 0.06% | 197 | +3,462 | 6.76% | Q1 2026 | May 12, 2026 |
| Pasadena Private Wealth, LLC | History | Added to | 54,162 | 4,366 | 0.6% | 0.47% | 198 | +8,554 | 18.76% | Q1 2026 | Apr 22, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 53,734 | 4,332 | 0.0% | — | 199 | +53,734 | New | Q1 2026 | May 14, 2026 |
| CRA Financial Services, LLC | History | Added to | 53,437 | 4,307 | 0.56% | 0.51% | 200 | +2,104 | 4.1% | Q1 2026 | Apr 09, 2026 |
| Ballast Financial Advisors LLC | History | Reduced | 51,720 | 4,169 | 4.27% | 4.04% | 201 | -107 | -0.21% | Q1 2026 | May 13, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 50,785 | 4,093 | 1.71% | 1.65% | 202 | -2,236 | -4.22% | Q1 2026 | Apr 23, 2026 |
| PFC CAPITAL GROUP, INC. | History | Added to | 50,681 | 4,085 | 1.8% | 1.51% | 203 | +2,154 | 4.44% | Q1 2026 | May 13, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 49,912 | 4,023 | 1.6% | 1.48% | 204 | +2,002 | 4.18% | Q1 2026 | Apr 24, 2026 |
| FineMark National Bank & Trust | History | No change | 52,879 | 4,006 | 0.12% | 0.12% | 205 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 48,908 | 3,942 | 0.65% | 0.61% | 206 | +945 | 1.97% | Q1 2026 | Apr 21, 2026 |
| Tillman Hartley LLC | History | Added to | 47,929 | 3,863 | 0.97% | 0.89% | 207 | +1,321 | 2.83% | Q1 2026 | May 08, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 47,406 | 3,821 | 1.06% | 1.02% | 208 | -2,309 | -4.64% | Q1 2026 | Apr 22, 2026 |
| Ruedi Wealth Management, Inc. | History | Reduced | 47,051 | 3,792 | 0.98% | 0.94% | 209 | -131 | -0.28% | Q1 2026 | May 01, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Added to | 41,137 | 3,617 | 2.88% | 1.59% | 210 | +16,116 | 64.41% | Q1 2026 | May 14, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 44,769 | 3,608 | 3.13% | 2.75% | 211 | +3,557 | 8.63% | Q1 2026 | Apr 21, 2026 |
| Sarver Vrooman Wealth Advisors | History | New | 44,353 | 3,575 | 2.2% | — | 212 | +44,353 | New | Q1 2026 | Apr 15, 2026 |
| Frankly Finances, LLC | History | Reduced | 42,474 | 3,423 | 3.1% | 3.18% | 213 | -1,795 | -4.05% | Q1 2026 | Apr 29, 2026 |
| LRI Investments, LLC | History | No change | 42,375 | 3,415 | 0.3% | 0.26% | 214 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Vawter Financial, Ltd. | History | Added to | 41,815 | 3,370 | 1.42% | 1.28% | 215 | +1,647 | 4.1% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 41,358 | 3,333 | 0.11% | 0.1% | 216 | +1,081 | 2.68% | Q1 2026 | Apr 08, 2026 |
| GUIDANCE CAPITAL, INC | History | Reduced | 37,654 | 3,290 | 0.74% | 0.75% | 217 | -573 | -1.5% | Q1 2026 | May 08, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 40,640 | 3,275 | 0.87% | 0.8% | 218 | +464 | 1.15% | Q1 2026 | Apr 27, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 40,386 | 3,255 | 1.04% | 0.99% | 219 | +2,410 | 6.35% | Q1 2026 | Apr 15, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 39,944 | 3,219 | 1.46% | 1.3% | 220 | +5,552 | 16.14% | Q1 2026 | Apr 20, 2026 |
| Vise Technologies, Inc. | History | No change | 42,282 | 3,203 | 0.06% | 0.06% | 221 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 39,548 | 3,187 | 0.39% | 0.1% | 222 | +28,613 | 261.66% | Q1 2026 | Apr 08, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 39,514 | 3,185 | 2.69% | 2.58% | 223 | +852 | 2.2% | Q1 2026 | Apr 21, 2026 |
| Orion Capital Management LLC | History | Added to | 38,952 | 3,139 | 1.08% | 0.94% | 224 | +2,223 | 6.05% | Q1 2026 | May 14, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 38,888 | 3,134 | 0.17% | 0.11% | 225 | +13,589 | 53.71% | Q1 2026 | Apr 27, 2026 |
| Vannoy Advisory Group, Inc. | History | Reduced | 37,421 | 3,016 | 1.91% | 1.84% | 226 | -868 | -2.27% | Q1 2026 | Apr 22, 2026 |
| Truepoint, Inc. | History | Reduced | 37,168 | 2,996 | 0.07% | 0.06% | 227 | -490 | -1.3% | Q1 2026 | May 08, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 37,089 | 2,989 | 1.2% | 1.19% | 228 | -1,237 | -3.23% | Q1 2026 | Apr 20, 2026 |
| Plancorp, LLC | History | No change | 35,559 | 2,971 | 0.08% | 0.08% | 229 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 36,573 | 2,948 | 0.01% | 0.01% | 230 | -1,779 | -4.64% | Q1 2026 | Apr 30, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 36,514 | 2,943 | 0.23% | 0.23% | 231 | -74 | -0.2% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 158,048 | 2,865 | 0.13% | 0.05% | 232 | -36,612 | -18.81% | Q1 2026 | May 15, 2026 |
| Herold Advisors, Inc. | History | Added to | 35,473 | 2,859 | 0.63% | 0.55% | 233 | +3,143 | 9.72% | Q1 2026 | May 14, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 34,351 | 2,769 | 0.23% | 0.22% | 234 | +2,000 | 6.18% | Q1 2026 | May 05, 2026 |
| Well Done, LLC | History | No change | 34,275 | 2,762 | 0.41% | 0.39% | 235 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Plum Street Advisors, LLC | History | Added to | 34,029 | 2,743 | 0.95% | 0.75% | 236 | +6,237 | 22.44% | Q1 2026 | May 14, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Reduced | 33,821 | 2,726 | 0.52% | 0.56% | 237 | -2,707 | -7.41% | Q1 2026 | Apr 24, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 32,899 | 2,651 | 0.28% | 0.23% | 238 | +5,245 | 18.97% | Q1 2026 | May 11, 2026 |
| Mendota Financial Group, LLC | History | Added to | 31,062 | 2,503 | 1.85% | 1.22% | 239 | +8,988 | 40.72% | Q1 2026 | Apr 16, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 30,921 | 2,492 | 0.3% | 0.2% | 240 | +9,030 | 41.25% | Q1 2026 | May 04, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 30,796 | 2,482 | 0.53% | 0.51% | 241 | +1 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 30,084 | 2,425 | 1.12% | 1.01% | 242 | +3,929 | 15.02% | Q1 2026 | Apr 16, 2026 |
| Pacific Asset Management, LLC | History | Added to | 30,027 | 2,420 | 1.35% | 1.26% | 243 | +2,319 | 8.37% | Q1 2026 | May 01, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | New | 30,000 | 2,418 | 0.13% | — | 244 | +30,000 | New | Q1 2026 | May 06, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 29,940 | 2,413 | 0.52% | 0.46% | 245 | +702 | 2.4% | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 29,800 | 2,402 | 0.0% | 0.0% | 246 | +18,600 | 166.07% | Q1 2026 | May 14, 2026 |
| Financial Partners Group, Inc | History | Added to | 29,800 | 2,402 | 0.29% | 0.25% | 247 | +2,952 | 11.0% | Q1 2026 | Apr 10, 2026 |
| CAP Partners, LLC | History | Added to | 29,472 | 2,375 | 1.34% | 1.24% | 248 | +645 | 2.24% | Q1 2026 | Apr 28, 2026 |
| Equity Wealth Partners, LLC | History | Added to | 29,383 | 2,368 | 1.53% | 1.43% | 249 | +183 | 0.63% | Q1 2026 | May 08, 2026 |
| Mattern Wealth Management LLC | History | No change | 29,141 | 2,349 | 0.46% | 0.42% | 250 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Merit Financial Group, LLC | History | New | 28,621 | 2,307 | 0.02% | — | 251 | +28,621 | New | Q1 2026 | Apr 15, 2026 |
| Arsenal Capital Advisors LLC | History | Reduced | 28,586 | 2,304 | 1.67% | 1.57% | 252 | -684 | -2.34% | Q1 2026 | May 07, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 28,568 | 2,302 | 0.08% | — | 253 | +28,568 | New | Q1 2026 | Apr 17, 2026 |
| Team Hewins, LLC | History | Reduced | 28,220 | 2,274 | 0.68% | 0.69% | 254 | -193 | -0.68% | Q1 2026 | Apr 30, 2026 |
| Three Arch Wealth Management LLC | History | No change | 27,764 | 2,238 | 0.4% | 0.39% | 255 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IF Advisors, LLC | History | Added to | 26,873 | 2,166 | 1.53% | 1.2% | 256 | +7,445 | 38.32% | Q1 2026 | May 13, 2026 |
| LexAurum Advisors, LLC | History | New | 26,860 | 2,165 | 0.28% | — | 257 | +26,860 | New | Q1 2026 | Apr 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 26,742 | 2,164 | 0.07% | 0.05% | 258 | -683 | -2.49% | Q1 2026 | Apr 08, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 24,866 | 2,152 | 0.36% | 0.28% | 259 | +4,569 | 22.51% | Q1 2026 | May 08, 2026 |
| Cloud Capital Management, LLC | History | Added to | 25,655 | 2,067 | 0.9% | 0.61% | 260 | +8,653 | 50.89% | Q1 2026 | May 12, 2026 |
| Forum Financial Management, LP | History | Reduced | 25,623 | 2,065 | 0.03% | 0.03% | 261 | -2 | -0.01% | Q1 2026 | Apr 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 25,069 | 2,020 | 0.0% | 0.0% | 262 | -6,669 | -21.01% | Q1 2026 | May 15, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 24,932 | 2,009 | 0.3% | 0.22% | 263 | +5,933 | 31.23% | Q1 2026 | Apr 22, 2026 |
| GEM Asset Management, LLC | History | Added to | 24,453 | 1,971 | 0.87% | 0.75% | 264 | +2,674 | 12.28% | Q1 2026 | Apr 10, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 24,311 | 1,959 | 0.53% | 0.64% | 265 | +4,683 | 23.86% | Q1 2026 | Apr 08, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 23,634 | 1,905 | 0.64% | 0.68% | 266 | -130 | -0.55% | Q1 2026 | May 13, 2026 |
| SEEDS INVESTOR LLC | History | New | 22,229 | 1,877 | 0.26% | — | 267 | +22,229 | New | Q1 2026 | May 11, 2026 |
| Directional Asset Management | History | Added to | 22,621 | 1,823 | 1.67% | 1.42% | 268 | +1,248 | 5.84% | Q1 2026 | Apr 27, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 21,543 | 1,816 | 1.31% | 4.74% | 269 | -57,938 | -72.9% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 22,449 | 1,809 | 0.03% | 0.03% | 270 | -398 | -1.74% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 21,977 | 1,771 | 0.02% | 0.03% | 271 | -1,386 | -5.93% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 21,750 | 1,753 | 0.11% | — | 272 | +21,750 | New | Q1 2026 | Apr 15, 2026 |
| Wedmont Private Capital | History | Added to | 20,631 | 1,719 | 0.06% | 0.06% | 273 | +145 | 0.71% | Q1 2026 | Apr 09, 2026 |
| Global Retirement Partners, LLC | History | No change | 21,807 | 1,652 | 0.03% | 0.03% | 274 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 21,682 | 1,642 | 0.01% | 0.01% | 275 | -655 | -2.93% | Q1 2026 | May 15, 2026 |
| Ruggaard & Associates LLC | History | Reduced | 20,249 | 1,632 | 0.65% | 0.61% | 276 | -127 | -0.62% | Q1 2026 | May 26, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 20,000 | 1,612 | 0.05% | — | 277 | +20,000 | New | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 19,900 | 1,604 | 0.06% | 0.02% | 278 | +13,478 | 209.87% | Q1 2026 | May 19, 2026 |
| Approach Retirement Advisors, LLC | History | Reduced | 19,772 | 1,593 | 1.33% | 1.31% | 279 | -320 | -1.59% | Q1 2026 | Apr 14, 2026 |
| Fort Vancouver Investment Management, LLC | History | Reduced | 19,427 | 1,566 | 0.8% | 0.79% | 280 | -5 | -0.03% | Q1 2026 | May 15, 2026 |
| AGH Wealth Advisors, LLC | History | Reduced | 19,169 | 1,546 | 1.14% | 1.13% | 281 | -612 | -3.09% | Q1 2026 | Apr 22, 2026 |
| Andrews Advisory Associates, LLC | History | New | 19,124 | 1,541 | 0.81% | — | 282 | +19,124 | New | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Added to | 18,976 | 1,529 | 0.02% | 0.01% | 283 | +6,157 | 48.03% | Q1 2026 | May 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 18,660 | 1,504 | 0.03% | 0.07% | 284 | -27,862 | -59.89% | Q1 2026 | Apr 14, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 18,192 | 1,466 | 0.1% | 0.11% | 285 | -142 | -0.77% | Q1 2026 | Apr 17, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 17,964 | 1,448 | 0.65% | 0.6% | 286 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 17,566 | 1,415 | 0.06% | 0.06% | 287 | -768 | -4.19% | Q1 2026 | Apr 09, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 17,474 | 1,408 | 0.21% | 0.21% | 288 | -149 | -0.85% | Q1 2026 | Apr 14, 2026 |
| SAPIENT CAPITAL LLC | History | New | 17,376 | 1,400 | 0.02% | — | 289 | +17,376 | New | Q1 2026 | Apr 08, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 17,256 | 1,391 | 0.73% | 0.51% | 290 | -583 | -3.27% | Q1 2026 | May 14, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 17,134 | 1,381 | 0.05% | 0.06% | 291 | -3,740 | -17.92% | Q1 2026 | May 06, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 16,979 | 1,338 | 0.44% | 0.42% | 292 | +31 | 0.18% | Q1 2026 | Apr 27, 2026 |
| Foster Group, Inc. | History | Reduced | 16,553 | 1,334 | 0.04% | 0.04% | 293 | -729 | -4.22% | Q1 2026 | Apr 13, 2026 |
| NWAM LLC | History | New | 16,416 | 1,323 | 0.08% | — | 294 | +16,416 | New | Q1 2026 | May 04, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Reduced | 16,090 | 1,297 | 0.34% | 0.32% | 295 | -233 | -1.43% | Q1 2026 | Apr 09, 2026 |
| VICUS CAPITAL | History | Added to | 15,985 | 1,288 | 0.09% | 0.07% | 296 | +3,796 | 31.14% | Q1 2026 | Apr 22, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 15,700 | 1,265 | 0.04% | 0.05% | 297 | -2,300 | -12.78% | Q1 2026 | May 08, 2026 |
| Betterment LLC | History | Added to | 15,521 | 1,251 | 0.0% | 0.0% | 298 | +1,031 | 7.12% | Q1 2026 | May 14, 2026 |
| LAM GROUP, INC. | History | Added to | 15,510 | 1,250 | 0.69% | 0.53% | 299 | +3,215 | 26.15% | Q1 2026 | Apr 22, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 15,511 | 1,250 | 0.45% | 0.42% | 300 | -160 | -1.02% | Q1 2026 | Apr 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 14,411 | 1,161 | 0.01% | 0.0% | 301 | +13,682 | 1876.82% | Q1 2026 | May 08, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 14,365 | 1,157 | 0.8% | 0.67% | 302 | +996 | 7.45% | Q1 2026 | Apr 07, 2026 |
| Bedel Financial Consulting, Inc. | History | New | 14,145 | 1,140 | 0.13% | — | 303 | +14,145 | New | Q1 2026 | May 04, 2026 |
| Dana Investment Advisors, Inc. | History | New | 13,690 | 1,103 | 0.03% | — | 304 | +13,690 | New | Q1 2026 | May 14, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 13,517 | 1,089 | 0.05% | 0.03% | 305 | +3,113 | 29.92% | Q1 2026 | May 14, 2026 |
| Tranquility Partners, LLC | History | Added to | 13,086 | 1,054 | 0.4% | 0.36% | 306 | +12 | 0.09% | Q1 2026 | Apr 20, 2026 |
| Savvy Advisors, Inc. | History | Added to | 12,987 | 1,046 | 0.03% | 0.02% | 307 | +4,763 | 57.92% | Q1 2026 | May 11, 2026 |
| M Holdings Securities, Inc. | History | New | 12,081 | 1,033 | 0.07% | — | 308 | +12,081 | New | Q1 2026 | May 12, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 12,743 | 1,027 | 0.15% | 0.14% | 309 | +172 | 1.37% | Q1 2026 | Apr 27, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 12,461 | 1,004 | 1.2% | 0.86% | 310 | -562 | -4.32% | Q1 2026 | Apr 28, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | Added to | 12,685 | 999 | 0.88% | 0.71% | 311 | +2,635 | 26.22% | Q1 2026 | May 07, 2026 |
| Wealth Architects, LLC | History | No change | 12,272 | 989 | 0.09% | 0.08% | 312 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lifetime Wealth Management P.C. | History | Added to | 12,185 | 982 | 0.56% | 0.55% | 313 | +651 | 5.64% | Q1 2026 | May 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 12,145 | 979 | 0.72% | 0.31% | 314 | +7,204 | 145.8% | Q1 2026 | Apr 27, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 11,248 | 906 | 0.22% | 0.22% | 315 | +1,336 | 13.48% | Q1 2026 | Apr 13, 2026 |
| TOWLE & CO | History | New | 10,572 | 852 | 0.33% | — | 316 | +10,572 | New | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 10,077 | 812 | 0.04% | 0.04% | 317 | -682 | -6.34% | Q1 2026 | May 12, 2026 |
| REGIONS FINANCIAL CORP | History | New | 9,820 | 791 | 0.01% | — | 318 | +9,820 | New | Q1 2026 | May 05, 2026 |
| Accredited Investors Inc. | History | Added to | 9,683 | 780 | 0.04% | 0.01% | 319 | +6,614 | 215.51% | Q1 2026 | Apr 30, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 9,680 | 780 | 0.36% | 0.37% | 320 | +27 | 0.28% | Q1 2026 | Apr 09, 2026 |
| Diversified Trust Co | History | No change | 9,545 | 769 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | New | 9,232 | 744 | 0.08% | — | 323 | +9,232 | New | Q1 2026 | Apr 30, 2026 |
| BFI Wealth Solutions, LLC | History | Added to | 9,155 | 744 | 0.71% | 0.35% | 322 | +4,320 | 89.35% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 8,977 | 723 | 0.06% | 0.06% | 324 | +240 | 2.75% | Q1 2026 | Apr 30, 2026 |
| Diversified Portfolios, Inc. | History | No change | 8,974 | 723 | 0.06% | 0.06% | 325 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 8,636 | 696 | 0.0% | 0.0% | 326 | +996 | 13.04% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 8,568 | 690 | 0.01% | 0.01% | 327 | -98 | -1.13% | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 8,433 | 679 | 0.01% | 0.01% | 328 | -467 | -5.25% | Q1 2026 | May 13, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Reduced | 8,431 | 679 | 0.35% | 0.35% | 329 | -183 | -2.12% | Q1 2026 | Apr 20, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 8,136 | 655 | 0.13% | 0.13% | 330 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 7,915 | 638 | 0.01% | 0.01% | 331 | -464 | -5.54% | Q1 2026 | May 15, 2026 |
| West Wealth Group, LLC | History | New | 7,879 | 635 | 0.13% | — | 332 | +7,879 | New | Q1 2026 | May 11, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Added to | 7,733 | 623 | 0.47% | 0.37% | 333 | +1,292 | 20.06% | Q1 2026 | Apr 16, 2026 |
| CWA Asset Management Group, LLC | History | No change | 7,663 | 617 | 0.02% | 0.02% | 334 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Brooklyn Investment Group | History | Added to | 7,651 | 616 | 0.02% | 0.01% | 335 | +4,633 | 153.51% | Q1 2026 | Apr 29, 2026 |
| Disciplined Investments, LLC | History | Added to | 7,522 | 606 | 0.22% | 0.22% | 336 | +20 | 0.27% | Q1 2026 | May 12, 2026 |
| Level Financial Advisors | History | Reduced | 7,031 | 566 | 0.14% | 0.14% | 337 | -143 | -1.99% | Q1 2026 | Apr 10, 2026 |
| Arbor Wealth Advisors LLC | History | Added to | 7,020 | 565 | 0.4% | 0.3% | 338 | +1,510 | 27.4% | Q1 2026 | Apr 22, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 6,976 | 562 | 0.01% | 0.0% | 339 | +2,234 | 47.11% | Q1 2026 | May 08, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 6,827 | 550 | 0.03% | 0.03% | 340 | -58 | -0.84% | Q1 2026 | Apr 28, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 6,706 | 540 | 0.11% | 0.1% | 341 | +90 | 1.36% | Q1 2026 | May 08, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 6,666 | 537 | 0.46% | 0.52% | 342 | -2,088 | -23.85% | Q1 2026 | Apr 24, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 6,642 | 535 | 0.07% | 0.07% | 343 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Zhang Financial LLC | History | No change | 6,512 | 524 | 0.02% | 0.02% | 344 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 6,417 | 517 | 0.0% | 0.0% | 345 | +39 | 0.61% | Q1 2026 | May 05, 2026 |
| Northwest Financial Advisors | History | Added to | 6,345 | 511 | 0.99% | 0.97% | 346 | +103 | 1.65% | Q1 2026 | Apr 24, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 6,315 | 509 | 0.04% | 0.04% | 347 | -645 | -9.27% | Q1 2026 | Apr 22, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 6,266 | 505 | 0.05% | 0.05% | 348 | +18 | 0.29% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | New | 6,098 | 491 | 0.02% | — | 350 | +6,098 | New | Q1 2026 | Apr 22, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 6,097 | 491 | 0.22% | 0.2% | 349 | +17 | 0.28% | Q1 2026 | May 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 6,042 | 487 | 0.01% | 0.0% | 351 | +2,258 | 59.67% | Q1 2026 | Apr 27, 2026 |
| OPPENHEIMER & CO INC | History | New | 6,023 | 485 | 0.01% | — | 352 | +6,023 | New | Q1 2026 | Apr 23, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 6,014 | 484 | 0.29% | 0.32% | 353 | -651 | -9.77% | Q1 2026 | May 05, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 5,928 | 477 | 0.29% | 0.23% | 354 | +823 | 16.12% | Q1 2026 | Apr 15, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 5,795 | 467 | 0.31% | 0.31% | 355 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FULTON BANK, N.A. | History | New | 5,693 | 458 | 0.02% | — | 357 | +5,693 | New | Q1 2026 | Apr 24, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | Reduced | 5,684 | 458 | 0.33% | 0.32% | 356 | -162 | -2.77% | Q1 2026 | Apr 21, 2026 |
| Financial Plan, Inc. | History | Reduced | 5,643 | 454 | 0.05% | 0.05% | 358 | -303 | -5.1% | Q1 2026 | Apr 24, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 5,925 | 448 | 0.12% | 0.12% | 359 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PFG Investments, LLC | History | Reduced | 5,546 | 447 | 0.02% | 0.02% | 360 | -41 | -0.73% | Q1 2026 | Apr 27, 2026 |
| Austin Private Wealth, LLC | History | No change | 5,878 | 445 | 0.03% | 0.03% | 361 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 5,860 | 444 | 0.02% | 0.02% | 362 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 5,469 | 440 | 0.18% | 0.17% | 363 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Smithfield Trust Co | History | No change | 5,413 | 436 | 0.02% | 0.02% | 364 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PlanVest Financial, Inc | History | New | 5,366 | 432 | 0.33% | — | 365 | +5,366 | New | Q1 2026 | May 14, 2026 |
| Redwood Park Advisors LLC | History | Reduced | 5,346 | 430 | 0.29% | 0.28% | 366 | -29 | -0.54% | Q1 2026 | May 04, 2026 |
| Foundry Financial LLC | History | Added to | 5,255 | 423 | 0.18% | 0.19% | 367 | +378 | 7.75% | Q1 2026 | Apr 21, 2026 |
| HRT FINANCIAL LP | History | New | 5,187 | 418 | 0.0% | — | 369 | +5,187 | New | Q1 2026 | May 14, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 5,191 | 418 | 0.01% | 0.01% | 368 | -458 | -8.11% | Q1 2026 | May 04, 2026 |
| Sensenig Capital Advisors, Inc | History | Reduced | 5,113 | 412 | 0.42% | 0.42% | 370 | -339 | -6.22% | Q1 2026 | Apr 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 5,042 | 406 | 0.0% | 0.0% | 371 | -950 | -15.85% | Q1 2026 | May 12, 2026 |
| Fiduciary Wealth Partners, LLC | History | No change | 5,044 | 406 | 0.27% | 0.16% | 372 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Altiora Financial Group, LLC | History | No change | 4,890 | 394 | 0.06% | 0.06% | 373 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BIP Wealth, LLC | History | Added to | 4,887 | 393 | 0.02% | 0.01% | 374 | +41 | 0.85% | Q1 2026 | Apr 27, 2026 |
| Jacobi Capital Management LLC | History | Added to | 4,863 | 391 | 0.02% | 0.02% | 375 | +6 | 0.12% | Q1 2026 | May 13, 2026 |
| May Hill Capital, LLC | History | New | 4,802 | 387 | 0.1% | — | 376 | +4,802 | New | Q1 2026 | May 06, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 4,610 | 371 | 0.03% | — | 377 | +4,610 | New | Q1 2026 | May 12, 2026 |
| Lutz Financial Services LLC | History | No change | 4,523 | 364 | 0.02% | 0.02% | 378 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| James J. Burns & Company, LLC | History | Added to | 4,471 | 360 | 0.05% | 0.05% | 379 | +13 | 0.29% | Q1 2026 | Apr 17, 2026 |
| ADAMSBROWN WEALTH CONSULTANTS LLC | History | Added to | 4,398 | 354 | 0.09% | 0.09% | 380 | +12 | 0.27% | Q1 2026 | Apr 15, 2026 |
| Coquina Private Wealth LLC | History | Added to | 4,381 | 353 | 0.28% | 0.27% | 381 | +9 | 0.21% | Q1 2026 | May 05, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 4,370 | 352 | 0.06% | 0.05% | 382 | +206 | 4.95% | Q1 2026 | Apr 28, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 4,324 | 348 | 0.04% | — | 384 | +4,324 | New | Q1 2026 | May 04, 2026 |
| CGN Advisors LLC | History | No change | 4,320 | 348 | 0.03% | 0.03% | 383 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MEMBERS WEALTH LLC | History | Reduced | 4,000 | 342 | 0.2% | 0.2% | 385 | -7 | -0.17% | Q1 2026 | Apr 23, 2026 |
| Root Financial Partners, LLC | History | Added to | 4,228 | 340 | 0.02% | 0.01% | 386 | +2,824 | 201.14% | Q1 2026 | Apr 24, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 4,151 | 334 | 0.01% | 0.02% | 387 | -4,678 | -52.98% | Q1 2026 | May 15, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | New | 4,132 | 333 | 0.07% | — | 388 | +4,132 | New | Q1 2026 | May 05, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 4,111 | 331 | 0.04% | 0.04% | 389 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Clearstead Advisors, LLC | History | Added to | 4,104 | 330 | 0.0% | 0.0% | 390 | +4,058 | 8821.74% | Q1 2026 | May 06, 2026 |
| Oak Wealth Advisors LLC | History | No change | 4,084 | 329 | 0.18% | 0.18% | 391 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 3,986 | 321 | 0.0% | 0.0% | 392 | -253 | -5.97% | Q1 2026 | Apr 20, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 4,002 | 320 | 0.1% | 0.07% | 393 | +1,247 | 45.26% | Q1 2026 | May 14, 2026 |
| ACORN CREEK CAPITAL LLC | History | Reduced | 3,968 | 319 | 0.11% | 0.13% | 394 | -924 | -18.89% | Q1 2026 | May 12, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Added to | 3,903 | 314 | 0.25% | 0.24% | 395 | +24 | 0.62% | Q1 2026 | May 05, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 3,892 | 313 | 0.08% | 0.07% | 396 | +239 | 6.54% | Q1 2026 | Apr 15, 2026 |
| Mayfair Advisory Group, LLC | History | Added to | 3,824 | 308 | 0.11% | 0.08% | 397 | +1,017 | 36.23% | Q1 2026 | Apr 21, 2026 |
| Paul R. Ried Financial Group, LLC | History | Reduced | 3,811 | 307 | 0.14% | 0.14% | 398 | -229 | -5.67% | Q1 2026 | May 07, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 3,781 | 304 | 0.26% | 0.24% | 399 | +10 | 0.27% | Q1 2026 | Apr 30, 2026 |
| Hurley Capital, LLC | History | Added to | 3,673 | 296 | 0.16% | 0.12% | 400 | +814 | 28.47% | Q1 2026 | May 06, 2026 |
| Meridian Wealth Advisors, LLC | History | New | 3,643 | 293 | 0.04% | — | 401 | +3,643 | New | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 3,596 | 287 | 0.0% | — | 402 | +3,596 | New | Q1 2026 | May 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 3,559 | 286 | 0.02% | 0.02% | 403 | +4 | 0.11% | Q1 2026 | Apr 30, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 3,536 | 285 | 0.02% | 0.02% | 404 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ATWOOD & PALMER INC | History | Added to | 3,525 | 284 | 0.02% | 0.02% | 405 | +5 | 0.14% | Q1 2026 | Apr 15, 2026 |
| PFG Advisors | History | New | 3,502 | 282 | 0.01% | — | 407 | +3,502 | New | Q1 2026 | May 05, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 3,500 | 282 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 3,484 | 280 | 0.02% | 0.03% | 408 | -641 | -15.54% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | New | 3,451 | 278 | 0.01% | — | 410 | +3,451 | New | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,536 | 278 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 3,446 | 277 | 0.0% | 0.0% | 411 | -6 | -0.17% | Q1 2026 | May 14, 2026 |
| Evanson Asset Management, LLC | History | Added to | 3,421 | 275 | 0.01% | 0.01% | 412 | +10 | 0.29% | Q1 2026 | Apr 08, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 3,396 | 273 | 0.12% | 0.11% | 413 | -43 | -1.25% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | Reduced | 3,372 | 271 | 0.0% | 0.0% | 414 | -433 | -11.38% | Q1 2026 | May 13, 2026 |
| Haven Private, LLC | History | New | 3,324 | 267 | 0.12% | — | 415 | +3,324 | New | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | No change | 3,110 | 250 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Waterfront Wealth Inc. | History | Added to | 3,035 | 244 | 0.04% | 0.05% | 417 | +1 | 0.03% | Q1 2026 | Apr 30, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,997 | 241 | 0.0% | — | 419 | +2,997 | New | Q1 2026 | May 12, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 2,999 | 241 | 0.05% | 0.05% | 418 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Brickley Wealth Management | History | Reduced | 2,968 | 239 | 0.04% | 0.04% | 420 | -424 | -12.5% | Q1 2026 | May 04, 2026 |
| Fortis Capital Management LLC | History | No change | 2,901 | 233 | 0.02% | 0.03% | 421 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Creative Capital Management Investments LLC | History | No change | 2,875 | 231 | 0.07% | 0.07% | 422 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 2,845 | 229 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | New | 2,860 | 225 | 0.01% | — | 424 | +2,860 | New | Q1 2026 | May 11, 2026 |
| Cogent Private Wealth, Inc. | History | Reduced | 2,788 | 224 | 0.16% | 0.18% | 425 | -379 | -11.97% | Q1 2026 | Apr 13, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 2,728 | 219 | 0.09% | 0.08% | 426 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 2,655 | 214 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TRUIST FINANCIAL CORP | History | New | 2,626 | 211 | 0.0% | — | 428 | +2,626 | New | Q1 2026 | Apr 27, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 2,605 | 209 | 0.01% | — | 429 | +2,605 | New | Q1 2026 | Apr 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,409 | 194 | 0.0% | 0.0% | 430 | +1,112 | 85.74% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | New | 2,393 | 192 | 0.0% | — | 431 | +2,393 | New | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Added to | 2,147 | 173 | 0.0% | 0.0% | 432 | +20 | 0.94% | Q1 2026 | May 06, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 2,145 | 172 | 0.02% | 0.02% | 433 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 2,092 | 168 | 0.01% | 0.01% | 434 | +68 | 3.36% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,959 | 157 | 0.0% | 0.0% | 435 | +22 | 1.14% | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,756 | 141 | 0.0% | 0.0% | 436 | +494 | 39.14% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Reduced | 1,573 | 126 | 0.0% | 0.0% | 437 | -5,122 | -76.5% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,546 | 125 | 0.0% | 0.0% | 438 | +921 | 147.36% | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | Added to | 1,531 | 123 | 0.0% | 0.0% | 439 | +6 | 0.39% | Q1 2026 | Apr 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 1,440 | 116 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 1,289 | 103 | 0.0% | 0.0% | 441 | +54 | 4.37% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,275 | 102 | 0.0% | 0.0% | 442 | +35 | 2.82% | Q1 2026 | May 04, 2026 |
| Aventura Private Wealth, LLC | History | Added to | 1,104 | 88 | 0.03% | 0.02% | 443 | +531 | 92.67% | Q1 2026 | May 05, 2026 |
| Longview Financial Advisors, Inc. | History | New | 1,076 | 86 | 0.05% | — | 445 | +1,076 | New | Q1 2026 | Apr 20, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,145 | 86 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 1,017 | 81 | 0.03% | 0.03% | 446 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Anfield Capital Management, LLC | History | No change | 994 | 80 | 0.02% | 0.02% | 447 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hamrick Investment Counsel, llc | History | New | 980 | 78 | 0.04% | — | 448 | +980 | New | Q1 2026 | May 11, 2026 |
| MATHER GROUP, LLC. | History | New | 925 | 74 | 0.0% | — | 449 | +925 | New | Q1 2026 | Apr 13, 2026 |
| GoalVest Advisory LLC | History | Added to | 708 | 57 | 0.01% | 0.01% | 450 | +334 | 89.3% | Q1 2026 | Apr 13, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 703 | 56 | 0.02% | 0.02% | 451 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 679 | 54 | 0.0% | — | 452 | +679 | New | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 621 | 50 | 0.0% | 0.0% | 453 | +7 | 1.14% | Q1 2026 | May 08, 2026 |
| Addison Advisors LLC | History | Reduced | 600 | 48 | 0.01% | 0.01% | 454 | -15 | -2.44% | Q1 2026 | May 08, 2026 |
| CENTRAL TRUST Co | History | No change | 577 | 46 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Nemes Rush Group LLC | History | Reduced | 567 | 45 | 0.0% | 0.0% | 456 | -41 | -6.74% | Q1 2026 | Apr 21, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 523 | 42 | 0.01% | 0.01% | 457 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 516 | 41 | 0.01% | 0.09% | 458 | -2,665 | -83.78% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 516 | 41 | 0.01% | 0.01% | 459 | +1 | 0.19% | Q1 2026 | May 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 493 | 39 | 0.0% | — | 460 | +493 | New | Q1 2026 | May 08, 2026 |
| Community Bank, N.A. | History | New | 441 | 35 | 0.0% | — | 461 | +441 | New | Q1 2026 | May 12, 2026 |
| NBT BANK N A /NY | History | New | 433 | 34 | 0.0% | — | 463 | +433 | New | Q1 2026 | Apr 28, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 424 | 34 | 0.01% | 0.01% | 462 | +36 | 9.28% | Q1 2026 | Apr 24, 2026 |
| Napier Financial, LLC | History | New | 407 | 32 | 0.01% | — | 464 | +407 | New | Q1 2026 | May 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 379 | 30 | 0.0% | — | 465 | +379 | New | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | New | 300 | 24 | 0.0% | — | 466 | +300 | New | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | New | 261 | 21 | 0.0% | — | 467 | +261 | New | Q1 2026 | May 08, 2026 |
| Family Capital Trust Co | History | Added to | 247 | 19 | 0.01% | 0.0% | 468 | +49 | 24.75% | Q1 2026 | Apr 29, 2026 |
| Cetera Trust Company, N.A | History | Reduced | 200 | 16 | 0.01% | 0.02% | 469 | -183 | -47.78% | Q1 2026 | May 08, 2026 |
| Realta Investment Advisors | History | No change | 139 | 11 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Pacifica Partners Inc. | History | New | 135 | 10 | 0.0% | — | 471 | +135 | New | Q1 2026 | Apr 09, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 120 | 9 | 0.0% | — | 472 | +120 | New | Q1 2026 | May 05, 2026 |
| Capital Analysts, LLC | History | No change | 94 | 8 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 102 | 8 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Princeton Global Asset Management LLC | History | No change | 92 | 7 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 89 | 7 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 61 | 4 | 0.0% | 0.0% | 477 | -122 | -66.67% | Q1 2026 | Apr 07, 2026 |
| PITTENGER & ANDERSON INC | History | New | 52 | 4 | 0.0% | — | 479 | +52 | New | Q1 2026 | May 01, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 61 | 4 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | Added to | 45 | 3 | 0.0% | — | 481 | +41 | 1025.0% | Q1 2026 | Apr 27, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 48 | 3 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 36 | 2 | 0.0% | — | 482 | +36 | New | Q1 2026 | Apr 29, 2026 |
| Strive Financial Group ,LLC | History | New | 27 | 2 | 0.0% | — | 484 | +27 | New | Q1 2026 | May 15, 2026 |
| Central Pacific Bank - Trust Division | History | New | 25 | 2 | 0.0% | — | 483 | +25 | New | Q1 2026 | Apr 07, 2026 |
| Forthright Family Wealth Advisory LLC | History | Closed out | 0 | 0 | — | 5.5% | — | -115,411 | -100.0% | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -95,138 | -100.0% | Q1 2026 | Apr 29, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.64% | — | -94,170 | -100.0% | Q1 2026 | Apr 24, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Closed out | 0 | 0 | — | 0.28% | — | -12,892 | -100.0% | Q1 2026 | May 14, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -11,197 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,248 | -100.0% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,828 | -100.0% | Q1 2026 | May 12, 2026 |
| Donor Advised Charitable Giving, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,350 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,034 | -100.0% | Q1 2026 | May 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -2,997 | -100.0% | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -395 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -187 | -100.0% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q1 2026 | Apr 06, 2026 |
| RHL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q1 2026 | May 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | May 07, 2026 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Provenance Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | Apr 22, 2026 |
| SIGNATUREFD, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| New Millennium Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Lodestone Wealth Management LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |