AMERICAN CENTURY ETF TRUST - AVUS
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
578 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HB Wealth Management, LLC | History | Added to | 5,744,706 | 638,691 | 4.13% | 3.79% | 1 | +495,876 | 9.45% | Q1 2026 | Apr 27, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 4,143,011 | 460,619 | 0.24% | 0.21% | 2 | +332,627 | 8.73% | Q1 2026 | May 15, 2026 |
| Oak Root LLC | History | No change | 2,905,949 | 323,083 | 39.4% | 39.27% | 3 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| LPL Financial LLC | History | Added to | 2,388,713 | 265,577 | 0.07% | 0.07% | 4 | +75,380 | 3.26% | Q1 2026 | May 06, 2026 |
| MASECO LLP | History | New | 2,338,277 | 259,864 | 8.15% | — | 5 | +2,338,277 | New | Q1 2026 | Apr 21, 2026 |
| Focus Partners Wealth | History | Reduced | 1,958,899 | 232,685 | 0.26% | 0.25% | 6 | -20,703 | -1.05% | Q1 2026 | May 14, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 1,929,071 | 214,474 | 4.02% | 5.26% | 7 | -535,366 | -21.72% | Q1 2026 | Apr 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,831,442 | 203,619 | 0.05% | 0.06% | 8 | +146,761 | 8.71% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,612,702 | 179,300 | 0.19% | 0.2% | 9 | -64,215 | -3.83% | Q1 2026 | May 05, 2026 |
| Financial Plan, Inc. | History | Added to | 1,393,958 | 154,980 | 16.61% | 17.14% | 10 | +58,317 | 4.37% | Q1 2026 | Apr 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,353,972 | 150,534 | 0.21% | 0.17% | 11 | +245,751 | 22.18% | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,338,377 | 148,825 | 0.21% | 0.16% | 12 | +245,074 | 22.42% | Q1 2026 | May 15, 2026 |
| Great Point Wealth Advisors, LLC | History | Added to | 1,144,864 | 127,285 | 23.5% | 22.9% | 13 | +22,586 | 2.01% | Q1 2026 | Apr 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 1,090,378 | 121,228 | 0.64% | 0.87% | 14 | -23,086 | -2.07% | Q1 2026 | May 15, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 1,053,744 | 117,155 | 9.49% | 11.53% | 15 | -199,706 | -15.93% | Q1 2026 | Apr 22, 2026 |
| Modera Wealth Management, LLC | History | Added to | 1,027,703 | 114,260 | 1.37% | 1.29% | 16 | +33,490 | 3.37% | Q1 2026 | May 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 994,329 | 110,549 | 0.16% | 0.17% | 17 | -21,348 | -2.1% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 973,398 | 108,222 | 0.01% | 0.01% | 18 | -20,723 | -2.08% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 969,480 | 107,786 | 0.07% | 0.08% | 19 | -15,434 | -1.57% | Q1 2026 | May 12, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 878,146 | 97,632 | 10.95% | 15.48% | 20 | -355,362 | -28.81% | Q1 2026 | Apr 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 875,159 | 97,300 | 0.01% | 0.0% | 21 | +417,664 | 91.29% | Q1 2026 | May 15, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 762,310 | 95,349 | 5.67% | 5.21% | 22 | +61,598 | 8.79% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 829,852 | 92,262 | 0.03% | 0.02% | 23 | +168,034 | 25.39% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 806,679 | 89,687 | 0.7% | 0.69% | 24 | +78,914 | 10.84% | Q1 2026 | Apr 07, 2026 |
| RVW Wealth, LLC | History | Reduced | 802,554 | 89,228 | 6.95% | 7.02% | 25 | -19,294 | -2.35% | Q1 2026 | Apr 08, 2026 |
| Bank of New York Mellon Corp | History | Added to | 781,758 | 86,915 | 0.02% | 0.01% | 26 | +77,259 | 10.97% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 753,152 | 83,735 | 0.05% | 0.04% | 27 | +136,844 | 22.2% | Q1 2026 | May 07, 2026 |
| McLean Asset Management Corp | History | Added to | 741,463 | 82,435 | 14.42% | 13.9% | 28 | +64,283 | 9.49% | Q1 2026 | Apr 22, 2026 |
| Werba Rubin Papier Wealth Management | History | New | 733,306 | 81,528 | 11.35% | — | 29 | +733,306 | New | Q1 2026 | May 12, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 732,440 | 81,432 | 10.07% | 9.72% | 30 | -18,116 | -2.41% | Q1 2026 | May 13, 2026 |
| BCR Wealth Strategies, LLC | History | Added to | 698,997 | 77,714 | 24.36% | 25.24% | 31 | +18,115 | 2.66% | Q1 2026 | May 01, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 689,828 | 76,695 | 4.35% | 4.66% | 32 | -9,127 | -1.31% | Q1 2026 | Apr 30, 2026 |
| Cresset Asset Management, LLC | History | Added to | 651,947 | 72,483 | 0.31% | 0.3% | 33 | +4,849 | 0.75% | Q1 2026 | May 15, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 635,792 | 70,687 | 10.66% | 10.86% | 34 | +7,994 | 1.27% | Q1 2026 | Apr 22, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 614,490 | 68,318 | 4.89% | 4.8% | 35 | +38,641 | 6.71% | Q1 2026 | Apr 29, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 605,425 | 67,311 | 7.37% | 6.81% | 36 | +39,565 | 6.99% | Q1 2026 | Apr 23, 2026 |
| Cetera Investment Advisers | History | Added to | 578,875 | 64,359 | 0.07% | 0.06% | 37 | +77,555 | 15.47% | Q1 2026 | May 13, 2026 |
| Plancorp, LLC | History | Added to | 527,925 | 61,297 | 1.74% | 1.76% | 38 | +5,962 | 1.14% | Q1 2026 | Apr 14, 2026 |
| Savant Capital, LLC | History | Added to | 539,582 | 59,990 | 0.29% | 0.25% | 39 | +151,810 | 39.15% | Q1 2026 | May 04, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 522,317 | 58,071 | 7.69% | 7.75% | 40 | +6,737 | 1.31% | Q1 2026 | Apr 21, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Added to | 516,537 | 57,428 | 36.87% | 36.46% | 41 | +24,282 | 4.93% | Q1 2026 | Apr 21, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 501,509 | 55,757 | 23.26% | 23.11% | 42 | -485 | -0.1% | Q1 2026 | Apr 23, 2026 |
| CPC Advisors, LLC | History | Added to | 491,240 | 54,616 | 8.86% | 5.51% | 43 | +3,230 | 0.66% | Q1 2026 | Apr 16, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 487,207 | 54,167 | 0.53% | 0.53% | 44 | -766 | -0.16% | Q1 2026 | May 08, 2026 |
| Leo Wealth, LLC | History | Reduced | 471,880 | 52,463 | 3.81% | 3.92% | 45 | -11,937 | -2.47% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 455,156 | 50,977 | 0.1% | 0.09% | 46 | -146,810 | -24.39% | Q1 2026 | Apr 08, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 448,633 | 49,879 | 2.9% | 3.07% | 47 | -16,756 | -3.6% | Q1 2026 | Apr 29, 2026 |
| World Investment Advisors | History | Added to | 441,517 | 49,087 | 0.79% | 0.75% | 48 | +27,580 | 6.66% | Q1 2026 | Apr 27, 2026 |
| Geometric Wealth Advisors | History | Added to | 436,101 | 48,485 | 6.07% | 5.55% | 49 | +49,857 | 12.91% | Q1 2026 | May 13, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 433,053 | 48,146 | 16.26% | 17.17% | 50 | +3,933 | 0.92% | Q1 2026 | May 08, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 431,250 | 47,946 | 1.34% | 1.34% | 51 | +3,154 | 0.74% | Q1 2026 | May 12, 2026 |
| Disciplina Capital Management LLC | History | Reduced | 428,123 | 47,598 | 5.04% | 5.62% | 52 | -10,792 | -2.46% | Q1 2026 | May 07, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 425,360 | 47,291 | 4.28% | 4.35% | 53 | -3,669 | -0.86% | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 412,735 | 45,887 | 0.34% | 0.36% | 54 | +12,540 | 3.13% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 410,745 | 45,666 | 0.08% | 0.08% | 55 | +20,645 | 5.29% | Q1 2026 | May 14, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 392,287 | 43,614 | 3.6% | 3.53% | 56 | +32,852 | 9.14% | Q1 2026 | May 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 380,902 | 42,348 | 0.43% | 0.42% | 57 | +74,859 | 24.46% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 380,203 | 42,271 | 0.47% | 0.53% | 58 | +27,047 | 7.66% | Q1 2026 | May 15, 2026 |
| Mattern Wealth Management LLC | History | Added to | 367,705 | 40,881 | 7.97% | 7.83% | 59 | +3,777 | 1.04% | Q1 2026 | Apr 23, 2026 |
| BSW Wealth Partners | History | Added to | 365,474 | 40,633 | 4.96% | 4.87% | 60 | +2,306 | 0.63% | Q1 2026 | Apr 14, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 363,360 | 40,398 | 10.68% | 10.27% | 61 | +12,901 | 3.68% | Q1 2026 | Apr 27, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Added to | 362,493 | 40,302 | 7.52% | 0.56% | 62 | +335,595 | 1247.66% | Q1 2026 | May 05, 2026 |
| Indivisible Partners | History | Added to | 360,670 | 40,099 | 3.55% | 4.21% | 63 | +12,963 | 3.73% | Q1 2026 | Apr 30, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 359,269 | 39,943 | 21.62% | 21.5% | 64 | +23,890 | 7.12% | Q1 2026 | May 14, 2026 |
| Gradient Investments LLC | History | Added to | 357,756 | 39,775 | 0.62% | 0.53% | 65 | +58,944 | 19.73% | Q1 2026 | Apr 13, 2026 |
| Glenview Trust Co | History | Reduced | 350,326 | 38,949 | 0.61% | 0.64% | 66 | -20,862 | -5.62% | Q1 2026 | May 08, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 335,974 | 37,353 | 10.68% | 10.9% | 67 | +2,782 | 0.83% | Q1 2026 | Apr 28, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 335,193 | 37,266 | 9.84% | 9.61% | 68 | +25,137 | 8.11% | Q1 2026 | Apr 21, 2026 |
| Align Financial, LLC | History | Reduced | 333,253 | 37,051 | 21.06% | 20.88% | 69 | -35,672,763 | -99.07% | Q1 2026 | May 08, 2026 |
| CVA Family Office, LLC | History | Added to | 310,746 | 34,548 | 3.64% | 3.36% | 70 | +49,686 | 19.03% | Q1 2026 | Apr 29, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 310,523 | 34,523 | 16.36% | 15.35% | 71 | +38,911 | 14.33% | Q1 2026 | May 01, 2026 |
| JRM Investment Counsel, LLC | History | Reduced | 310,296 | 34,498 | 9.19% | 10.39% | 72 | -11,200 | -3.48% | Q1 2026 | May 14, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 299,681 | 33,318 | 10.53% | 10.66% | 73 | +23,680 | 8.58% | Q1 2026 | Apr 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 299,518 | 33,300 | 0.09% | 0.09% | 74 | -35,134 | -10.5% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 284,129 | 31,589 | 0.01% | 0.0% | 75 | +138,998 | 95.77% | Q1 2026 | May 15, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 276,823 | 30,777 | 8.76% | 8.28% | 76 | +35,600 | 14.76% | Q1 2026 | Apr 27, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 272,522 | 30,298 | 1.18% | 1.47% | 77 | +154,609 | 131.12% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 269,036 | 29,911 | 0.11% | 0.11% | 78 | +39,005 | 16.96% | Q1 2026 | Apr 30, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 275,082 | 29,741 | 0.0% | 0.0% | 79 | +34,399 | 14.29% | Q1 2026 | May 13, 2026 |
| Burton Enright Welch | History | Added to | 265,535 | 29,522 | 4.01% | 3.95% | 80 | +14,477 | 5.77% | Q1 2026 | May 01, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 261,916 | 29,119 | 12.08% | 11.7% | 81 | -8,937 | -3.3% | Q1 2026 | May 07, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 249,495 | 27,738 | 0.14% | 0.0% | 82 | +246,278 | 7655.52% | Q1 2026 | May 14, 2026 |
| Divergent Planning, LLC | History | No change | 242,241 | 27,264 | 6.96% | 6.96% | 83 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Zhang Financial LLC | History | Added to | 242,233 | 26,931 | 0.93% | 0.89% | 84 | +29,260 | 13.74% | Q1 2026 | May 06, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 222,642 | 26,861 | 0.6% | 0.62% | 85 | +4,501 | 2.06% | Q1 2026 | May 04, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | Reduced | 240,833 | 26,775 | 25.22% | 30.45% | 86 | -71,211 | -22.82% | Q1 2026 | May 06, 2026 |
| Sensenig Capital Advisors, Inc | History | Reduced | 238,838 | 26,554 | 27.22% | 27.55% | 87 | -3,707 | -1.53% | Q1 2026 | Apr 14, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 237,607 | 26,417 | 7.56% | 8.26% | 88 | -17,053 | -6.7% | Q1 2026 | Apr 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 237,152 | 26,369 | 0.04% | 0.03% | 89 | +25,597 | 12.1% | Q1 2026 | May 15, 2026 |
| WorthPointe, LLC | History | Reduced | 226,547 | 25,187 | 6.82% | 7.91% | 90 | -42,778 | -15.88% | Q1 2026 | May 12, 2026 |
| Oak Wealth Advisors LLC | History | Added to | 223,453 | 24,843 | 13.65% | 13.58% | 91 | +11,864 | 5.61% | Q1 2026 | Apr 21, 2026 |
| LexAurum Advisors, LLC | History | New | 214,512 | 23,849 | 3.09% | — | 92 | +214,512 | New | Q1 2026 | Apr 13, 2026 |
| Trellis Wealth Advisors LLC | History | Reduced | 205,746 | 22,874 | 8.7% | 9.01% | 93 | -445 | -0.22% | Q1 2026 | Apr 15, 2026 |
| Torren Management, LLC | History | Added to | 197,066 | 21,909 | 10.91% | 11.14% | 94 | +1,885 | 0.97% | Q1 2026 | Apr 30, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 195,625 | 21,750 | 6.1% | 6.59% | 95 | -194,377 | -49.84% | Q1 2026 | Apr 16, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 195,220 | 21,704 | 1.74% | 1.62% | 96 | +18,242 | 10.31% | Q1 2026 | May 15, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 192,256 | 21,375 | 1.3% | 1.33% | 97 | -1,845 | -0.95% | Q1 2026 | May 04, 2026 |
| Passive Capital Management, LLC. | History | Reduced | 187,708 | 20,869 | 6.23% | 6.58% | 98 | -453 | -0.24% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Reduced | 172,697 | 20,799 | 0.31% | 0.38% | 99 | -705 | -0.41% | Q1 2026 | Apr 20, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 179,647 | 19,973 | 3.6% | 4.87% | 100 | +18,176 | 11.26% | Q1 2026 | May 01, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 178,650 | 19,862 | 1.92% | 2.02% | 101 | -2,648 | -1.46% | Q1 2026 | Apr 20, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 177,377 | 19,721 | 0.0% | 0.0% | 102 | -1,639 | -0.92% | Q1 2026 | May 15, 2026 |
| Freedom Financial Partners LLC | History | Reduced | 174,097 | 19,356 | 6.89% | 7.43% | 103 | -8,647 | -4.73% | Q1 2026 | Apr 16, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 169,159 | 18,807 | 7.78% | 6.71% | 104 | +17,054 | 11.21% | Q1 2026 | Apr 15, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 167,996 | 18,677 | 0.83% | 0.82% | 105 | +4,183 | 2.55% | Q1 2026 | Apr 09, 2026 |
| Mariner, LLC | History | Added to | 167,277 | 18,597 | 0.02% | 0.02% | 106 | +5,209 | 3.21% | Q1 2026 | May 13, 2026 |
| Kestra Investment Management, LLC | History | Added to | 158,988 | 17,676 | 0.3% | 0.21% | 107 | +82,126 | 106.85% | Q1 2026 | May 11, 2026 |
| Trace Wealth Advisors, LLC | History | Reduced | 157,604 | 17,522 | 13.13% | 13.28% | 108 | -6,891 | -4.19% | Q1 2026 | May 13, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 156,513 | 17,401 | 1.5% | 1.13% | 109 | +38,596 | 32.73% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | Reduced | 154,672 | 17,196 | 0.07% | 0.07% | 110 | -5,779 | -3.6% | Q1 2026 | May 14, 2026 |
| Trajan Wealth LLC | History | Reduced | 153,449 | 17,060 | 0.69% | 0.72% | 111 | -1,140 | -0.74% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 152,981 | 17,008 | 0.58% | 0.57% | 112 | +6,303 | 4.3% | Q1 2026 | Apr 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 152,917 | 17,001 | 0.0% | 0.0% | 113 | +6,951 | 4.76% | Q1 2026 | May 11, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 140,466 | 15,616 | 1.91% | 1.55% | 114 | +30,870 | 28.17% | Q1 2026 | Apr 23, 2026 |
| REDW Wealth LLC | History | Reduced | 137,516 | 15,289 | 6.1% | 6.27% | 115 | -9,697 | -6.59% | Q1 2026 | May 07, 2026 |
| PLANWISER FINANCIAL, LLC | History | Added to | 127,513 | 15,137 | 10.96% | 10.74% | 116 | +2,348 | 1.88% | Q1 2026 | May 12, 2026 |
| MCF Advisors LLC | History | Reduced | 135,465 | 15,060 | 0.66% | 0.88% | 117 | -7,688 | -5.37% | Q1 2026 | May 11, 2026 |
| Flagstone Financial Management | History | Added to | 134,767 | 14,983 | 3.72% | 3.83% | 118 | +1,039 | 0.78% | Q1 2026 | Apr 27, 2026 |
| McCartney Wealth Management LLC | History | Added to | 133,070 | 14,794 | 12.45% | 12.56% | 119 | +2,876 | 2.21% | Q1 2026 | May 11, 2026 |
| Orion Capital Management LLC | History | Added to | 132,228 | 14,701 | 5.06% | 4.81% | 120 | +4,316 | 3.37% | Q1 2026 | May 14, 2026 |
| Fonville Wealth Management LLC | History | Added to | 132,050 | 14,681 | 2.79% | 2.96% | 121 | +2,681 | 2.07% | Q1 2026 | Apr 20, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 129,640 | 14,413 | 6.78% | 6.55% | 122 | +337 | 0.26% | Q1 2026 | May 08, 2026 |
| KWMG, LLC | History | Added to | 126,085 | 14,018 | 1.17% | 1.19% | 123 | +2,759 | 2.24% | Q1 2026 | Apr 09, 2026 |
| Summit Portfolio Management, LTD. | History | New | 123,280 | 13,706 | 8.82% | — | 124 | +123,280 | New | Q1 2026 | Apr 30, 2026 |
| Madrid Wealth Management, LLC | History | Added to | 122,613 | 13,632 | 10.28% | 9.88% | 125 | +13,707 | 12.59% | Q1 2026 | Apr 21, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 122,596 | 13,630 | 0.15% | — | 126 | +122,596 | New | Q1 2026 | Apr 20, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 121,625 | 13,595 | 0.66% | 0.64% | 127 | -82 | -0.07% | Q1 2026 | Apr 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 121,668 | 13,527 | 0.01% | 0.01% | 128 | +1,566 | 1.3% | Q1 2026 | May 12, 2026 |
| My Personal CFO, LLC | History | Reduced | 117,189 | 13,029 | 5.71% | 5.78% | 129 | -6,801 | -5.49% | Q1 2026 | Apr 21, 2026 |
| Family Office Research LLC | History | Added to | 112,381 | 12,494 | 5.43% | 5.14% | 130 | +976 | 0.88% | Q1 2026 | May 13, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 765,486 | 12,250 | 8.16% | 8.21% | 131 | +660,378 | 628.29% | Q1 2026 | Apr 21, 2026 |
| Meredith Wealth Planning | History | Added to | 109,999 | 12,229 | 3.31% | 2.98% | 132 | +20,379 | 22.74% | Q1 2026 | Apr 27, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 109,434 | 12,166 | 5.67% | 5.99% | 133 | +2,256 | 2.1% | Q1 2026 | Apr 09, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 106,350 | 11,823 | 4.06% | 4.07% | 134 | +3,033 | 2.94% | Q1 2026 | May 08, 2026 |
| Heirloom Wealth Management | History | Added to | 104,631 | 11,632 | 2.1% | 2.08% | 135 | +24,284 | 30.22% | Q1 2026 | Apr 14, 2026 |
| Bull Oak Capital, LLC | History | Reduced | 102,213 | 11,364 | 4.37% | 4.69% | 136 | -462 | -0.45% | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 102,182 | 11,360 | 0.57% | 0.5% | 137 | +16,253 | 18.91% | Q1 2026 | Apr 23, 2026 |
| Wheels Up Wealth, Inc. | History | Added to | 101,485 | 11,283 | 10.61% | 10.3% | 138 | +2,528 | 2.55% | Q1 2026 | May 12, 2026 |
| Generations Wealth, LLC | History | Added to | 99,689 | 11,083 | 10.76% | 11.07% | 139 | +2,897 | 2.99% | Q1 2026 | May 05, 2026 |
| marrick wealth, LLC | History | Added to | 96,635 | 10,743 | 9.03% | 8.78% | 140 | +718 | 0.75% | Q1 2026 | Apr 15, 2026 |
| Wedmont Private Capital | History | Added to | 92,022 | 10,630 | 0.34% | 0.36% | 141 | +322 | 0.35% | Q1 2026 | Apr 09, 2026 |
| Annandale Capital, LLC | History | No change | 94,819 | 10,542 | 1.49% | 1.26% | 142 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HUB Investment Partners, LLC | History | New | 92,573 | 10,292 | 0.25% | — | 143 | +92,573 | New | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 91,993 | 10,227 | 0.02% | 0.02% | 144 | +17,825 | 24.03% | Q1 2026 | May 15, 2026 |
| Financial Symmetry Inc | History | Added to | 82,435 | 10,064 | 3.58% | 3.45% | 145 | +6,657 | 8.78% | Q1 2026 | May 11, 2026 |
| Strategic Financial Planning, Inc. | History | New | 200,814 | 9,703 | 5.68% | — | 146 | +200,814 | New | Q1 2026 | May 14, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 85,301 | 9,483 | 3.17% | 3.63% | 147 | -1,197 | -1.38% | Q1 2026 | May 13, 2026 |
| Herold Advisors, Inc. | History | Added to | 84,322 | 9,374 | 2.06% | 2.0% | 148 | +4,102 | 5.11% | Q1 2026 | May 14, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 82,839 | 9,210 | 3.96% | 3.83% | 149 | +7,476 | 9.92% | Q1 2026 | Apr 08, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 82,639 | 9,187 | 4.71% | 4.87% | 150 | +611 | 0.74% | Q1 2026 | May 13, 2026 |
| Atlas Wealth LLC | History | Added to | 82,354 | 9,156 | 2.74% | 2.77% | 151 | +724 | 0.89% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 81,862 | 9,101 | 0.0% | 0.0% | 152 | +18,339 | 28.87% | Q1 2026 | May 05, 2026 |
| Cloud Capital Management, LLC | History | Added to | 80,467 | 8,945 | 3.9% | 3.28% | 153 | +18,269 | 29.37% | Q1 2026 | May 12, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 79,640 | 8,854 | 2.4% | 1.82% | 154 | +20,582 | 34.85% | Q1 2026 | May 12, 2026 |
| LRI Investments, LLC | History | Reduced | 79,583 | 8,848 | 0.78% | 0.73% | 155 | -1,301 | -1.61% | Q1 2026 | Apr 30, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 79,341 | 8,821 | 3.14% | — | 156 | +79,341 | New | Q1 2026 | May 13, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 78,609 | 8,739 | 1.31% | 1.4% | 157 | -831 | -1.05% | Q1 2026 | Apr 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 78,600 | 8,738 | 0.2% | 0.22% | 158 | -3,434 | -4.19% | Q1 2026 | May 15, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 77,825 | 8,652 | 3.44% | 3.26% | 159 | +6,416 | 8.98% | Q1 2026 | Apr 24, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 77,728 | 8,641 | 7.71% | — | 160 | +77,728 | New | Q1 2026 | May 07, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 77,113 | 8,573 | 0.16% | 0.16% | 161 | -1,052 | -1.35% | Q1 2026 | Apr 10, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 76,677 | 8,524 | 0.38% | 0.38% | 162 | +3,922 | 5.39% | Q1 2026 | May 12, 2026 |
| Sollinda Capital Management LLC | History | Added to | 76,550 | 8,510 | 2.07% | 2.13% | 163 | +2,039 | 2.74% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 78,017 | 8,491 | 0.0% | 0.0% | 164 | +30,607 | 64.56% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 75,466 | 8,390 | 0.1% | 0.2% | 165 | -58,716 | -43.76% | Q1 2026 | May 11, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 73,804 | 8,205 | 1.53% | 1.66% | 166 | -5,089 | -6.45% | Q1 2026 | Apr 28, 2026 |
| Buttonwood Financial Group, LLC | History | Added to | 73,135 | 8,131 | 5.0% | 3.88% | 167 | +9,649 | 15.2% | Q1 2026 | Apr 15, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 72,330 | 8,041 | 4.62% | 4.19% | 168 | +6,499 | 9.87% | Q1 2026 | Apr 08, 2026 |
| Echo Wealth Management, LLC | History | Reduced | 72,143 | 8,020 | 4.62% | 5.26% | 169 | -8,418 | -10.45% | Q1 2026 | Apr 21, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 66,376 | 7,994 | 3.29% | 3.1% | 170 | +6,671 | 11.17% | Q1 2026 | Apr 22, 2026 |
| Betterment LLC | History | Added to | 71,370 | 7,935 | 0.02% | 0.01% | 171 | +1,210 | 1.72% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 70,830 | 7,874 | 0.78% | 0.91% | 172 | +5,602 | 8.59% | Q1 2026 | Apr 06, 2026 |
| VestGen Advisors, LLC | History | Reduced | 63,165 | 7,863 | 0.21% | 0.33% | 173 | -6,503 | -9.33% | Q1 2026 | May 14, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 70,480 | 7,835 | 2.25% | 2.31% | 174 | -1,598 | -2.22% | Q1 2026 | May 14, 2026 |
| Vannoy Advisory Group, Inc. | History | No change | 70,142 | 7,798 | 4.94% | 4.97% | 175 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CURIO WEALTH, LLC | History | Added to | 68,250 | 7,588 | 2.59% | 2.67% | 176 | +1,620 | 2.43% | Q1 2026 | May 11, 2026 |
| Brio Consultants, LLC | History | Reduced | 60,319 | 7,425 | 0.91% | 0.89% | 177 | -982 | -1.6% | Q1 2026 | May 06, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 66,320 | 7,373 | 4.0% | 3.89% | 178 | +3,165 | 5.01% | Q1 2026 | Apr 29, 2026 |
| MN Wealth Advisors, LLC | History | Added to | 66,290 | 7,370 | 3.59% | 3.66% | 179 | +1,508 | 2.33% | Q1 2026 | Apr 22, 2026 |
| Sterneck Capital Management, LLC | History | Added to | 66,267 | 7,367 | 3.31% | 3.21% | 180 | +2,516 | 3.95% | Q1 2026 | Apr 16, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 66,224 | 7,362 | 6.95% | — | 181 | +66,224 | New | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | New | 66,103 | 7,349 | 0.01% | — | 182 | +66,103 | New | Q1 2026 | May 15, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 62,241 | 6,919 | 0.12% | 0.11% | 183 | +124 | 0.2% | Q1 2026 | May 13, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 62,185 | 6,913 | 3.1% | 2.86% | 184 | +2,255 | 3.76% | Q1 2026 | May 15, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 60,927 | 6,773 | 3.34% | 3.46% | 185 | +1,033 | 1.72% | Q1 2026 | Apr 17, 2026 |
| Symmetry Partners, LLC | History | Reduced | 60,634 | 6,741 | 0.39% | 0.42% | 186 | -2,139 | -3.41% | Q1 2026 | Apr 27, 2026 |
| Auxano Advisors, LLC | History | Reduced | 58,413 | 6,494 | 1.3% | 1.43% | 187 | -6,535 | -10.06% | Q1 2026 | May 01, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 57,446 | 6,386 | 5.31% | 5.42% | 188 | +1,129 | 2.0% | Q1 2026 | Apr 14, 2026 |
| Ridgeline Wealth, LLC | History | Added to | 56,267 | 6,255 | 4.48% | 4.28% | 189 | +1,055 | 1.91% | Q1 2026 | Apr 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 56,011 | 6,227 | 0.03% | 0.04% | 190 | -16,351 | -22.6% | Q1 2026 | Apr 24, 2026 |
| Prosperity Planning, Inc. | History | Added to | 55,838 | 6,208 | 1.57% | 1.51% | 191 | +4,258 | 8.26% | Q1 2026 | Apr 10, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 55,039 | 6,119 | 0.01% | 0.01% | 192 | -51 | -0.09% | Q1 2026 | May 14, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 54,498 | 6,059 | 1.86% | 1.91% | 193 | +1 | 0.0% | Q1 2026 | May 06, 2026 |
| AlphaCore Capital LLC | History | Reduced | 53,644 | 5,964 | 0.14% | 0.13% | 194 | -206 | -0.38% | Q1 2026 | May 15, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 53,164 | 5,910 | 2.43% | 2.51% | 195 | -3,917 | -6.86% | Q1 2026 | Apr 22, 2026 |
| Gotham Asset Management, LLC | History | Added to | 52,878 | 5,878 | 0.02% | 0.02% | 196 | +2,378 | 4.71% | Q1 2026 | May 15, 2026 |
| Eaton-Cambridge Inc. | History | Added to | 51,742 | 5,752 | 1.8% | 1.81% | 197 | +2,287 | 4.62% | Q1 2026 | May 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 50,862 | 5,654 | 0.0% | 0.0% | 198 | +4,436 | 9.55% | Q1 2026 | May 15, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 49,511 | 5,504 | 2.23% | 1.24% | 199 | +24,312 | 96.48% | Q1 2026 | Apr 30, 2026 |
| Cypress Point Wealth Management, LLC | History | Reduced | 48,760 | 5,421 | 1.17% | 1.22% | 200 | -1,265 | -2.53% | Q1 2026 | Apr 13, 2026 |
| Fielder Capital Group LLC | History | Added to | 48,389 | 5,379 | 1.17% | 0.98% | 201 | +7,161 | 17.37% | Q1 2026 | May 12, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 47,888 | 5,324 | 1.11% | 1.14% | 202 | -1,595 | -3.22% | Q1 2026 | May 08, 2026 |
| Mattson Financial Services, LLC | History | Added to | 47,882 | 5,323 | 1.27% | 1.23% | 203 | +914 | 1.95% | Q1 2026 | May 11, 2026 |
| Holcombe Financial, Inc. | History | Added to | 46,432 | 5,162 | 3.03% | 2.61% | 204 | +9,278 | 24.97% | Q1 2026 | Apr 20, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 46,054 | 5,120 | 2.01% | 2.0% | 205 | +887 | 1.96% | Q1 2026 | May 04, 2026 |
| L & S Advisors Inc | History | Added to | 45,820 | 5,094 | 0.64% | 0.47% | 206 | +43 | 0.09% | Q1 2026 | May 11, 2026 |
| True Wealth Design, LLC | History | Added to | 43,254 | 4,808 | 1.33% | 1.34% | 207 | +2,443 | 5.99% | Q1 2026 | Apr 13, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 42,556 | 4,731 | 0.75% | 0.94% | 208 | -3,058 | -6.7% | Q1 2026 | Apr 17, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 41,931 | 4,661 | 3.14% | 3.35% | 209 | -378 | -0.89% | Q1 2026 | Apr 13, 2026 |
| LANE BROTHERS & CO INC | History | Reduced | 41,715 | 4,637 | 3.38% | 3.73% | 210 | -4,459 | -9.66% | Q1 2026 | May 05, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 41,177 | 4,578 | 1.9% | 1.75% | 211 | +4,207 | 11.38% | Q1 2026 | Apr 13, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Reduced | 40,954 | 4,553 | 2.56% | 2.6% | 212 | -621 | -1.49% | Q1 2026 | May 14, 2026 |
| VICUS CAPITAL | History | Added to | 40,867 | 4,543 | 0.33% | 0.24% | 213 | +11,830 | 40.74% | Q1 2026 | Apr 22, 2026 |
| BLVD Private Wealth, LLC | History | Reduced | 40,254 | 4,475 | 3.89% | 4.27% | 214 | -3,616 | -8.24% | Q1 2026 | Apr 23, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 38,926 | 4,327 | 2.25% | 2.24% | 215 | +2,035 | 5.52% | Q1 2026 | Apr 20, 2026 |
| KWB Wealth | History | No change | 37,588 | 4,201 | 0.42% | 0.4% | 216 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Tillman Hartley LLC | History | Reduced | 37,413 | 4,159 | 1.04% | 1.12% | 217 | -2,386 | -6.0% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 36,631 | 4,099 | 0.04% | 0.04% | 218 | +1,109 | 3.12% | Q1 2026 | Apr 07, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 35,610 | 3,959 | 1.02% | 1.04% | 219 | +38 | 0.11% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 35,310 | 3,926 | 0.01% | 0.01% | 220 | +125 | 0.36% | Q1 2026 | Apr 30, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 34,247 | 3,832 | 3.01% | 3.63% | 221 | +123 | 0.36% | Q1 2026 | Apr 02, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 32,770 | 3,642 | 0.07% | 0.07% | 222 | -466 | -1.4% | Q1 2026 | May 11, 2026 |
| UMB Bank, n.a. | History | Added to | 32,710 | 3,636 | 0.05% | 0.02% | 223 | +19,160 | 141.4% | Q1 2026 | May 11, 2026 |
| Triune Financial Partners, LLC | History | Added to | 32,605 | 3,625 | 0.86% | 0.88% | 224 | +71 | 0.22% | Q1 2026 | Apr 30, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 31,863 | 3,542 | 2.56% | 2.63% | 225 | +998 | 3.23% | Q1 2026 | Apr 13, 2026 |
| Bison Wealth, LLC | History | Reduced | 27,994 | 3,501 | 0.34% | 0.35% | 226 | -147 | -0.52% | Q1 2026 | May 15, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 30,957 | 3,441 | 2.06% | 0.8% | 227 | +18,913 | 157.03% | Q1 2026 | Apr 15, 2026 |
| Forum Financial Management, LP | History | Reduced | 30,745 | 3,418 | 0.05% | 0.05% | 228 | -1,486 | -4.61% | Q1 2026 | Apr 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 30,702 | 3,413 | 0.04% | — | 229 | +30,702 | New | Q1 2026 | May 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 30,024 | 3,356 | 0.11% | 0.11% | 230 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 29,743 | 3,306 | 0.01% | 0.01% | 231 | -245 | -0.82% | Q1 2026 | May 14, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 29,727 | 3,305 | 0.71% | 0.69% | 232 | +1,010 | 3.52% | Q1 2026 | Apr 10, 2026 |
| Pathstone Holdings, LLC | History | Added to | 29,717 | 3,303 | 0.01% | 0.01% | 233 | +33 | 0.11% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 28,630 | 3,182 | 0.02% | 0.01% | 234 | +16,693 | 139.84% | Q1 2026 | May 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 28,335 | 3,150 | 1.13% | 1.15% | 235 | -830 | -2.85% | Q1 2026 | Apr 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 28,031 | 3,116 | 0.23% | 0.22% | 236 | -464 | -1.63% | Q1 2026 | Apr 20, 2026 |
| Burk Holdings LLC | History | Added to | 27,664 | 3,075 | 1.32% | 1.31% | 238 | +3,172 | 12.95% | Q1 2026 | May 07, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 27,662 | 3,075 | 0.21% | 0.2% | 237 | +1,387 | 5.28% | Q1 2026 | May 05, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 27,269 | 3,031 | 0.63% | 0.72% | 239 | -1,505 | -5.23% | Q1 2026 | Apr 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 27,068 | 3,009 | 0.0% | 0.0% | 240 | +23,976 | 775.42% | Q1 2026 | May 14, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 26,869 | 2,987 | 0.41% | 2.62% | 241 | -131,959 | -83.08% | Q1 2026 | Apr 24, 2026 |
| RAM Investment Partners, LLC | History | No change | 26,710 | 2,969 | 0.52% | 0.54% | 242 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Modern Wealth Management, LLC | History | Added to | 26,334 | 2,947 | 0.05% | 0.05% | 243 | +117 | 0.45% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Reduced | 26,360 | 2,930 | 0.08% | 0.2% | 244 | -34,342 | -56.57% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 26,027 | 2,909 | 0.05% | 0.05% | 245 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | Reduced | 26,722 | 2,889 | 2.54% | 2.78% | 246 | -50 | -0.19% | Q1 2026 | May 07, 2026 |
| Austin Wealth Management, LLC | History | Added to | 25,285 | 2,846 | 0.65% | 0.19% | 247 | +13,999 | 124.04% | Q1 2026 | Apr 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 25,047 | 2,784 | 0.07% | 0.06% | 248 | +8,709 | 53.31% | Q1 2026 | May 11, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 24,792 | 2,756 | 0.47% | 0.66% | 249 | -9,948 | -28.64% | Q1 2026 | Apr 28, 2026 |
| J. Team Financial, Inc. | History | Reduced | 24,779 | 2,754 | 3.08% | 3.4% | 250 | -5,685 | -18.66% | Q1 2026 | Apr 22, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Reduced | 24,042 | 2,672 | 0.45% | 0.57% | 251 | -4,209 | -14.9% | Q1 2026 | Apr 30, 2026 |
| Invariant Investment Management | History | Added to | 22,949 | 2,670 | 1.64% | 1.61% | 252 | +1,063 | 4.86% | Q1 2026 | Apr 13, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 23,741 | 2,639 | 0.01% | 0.01% | 253 | -717 | -2.93% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 24,284 | 2,625 | 0.09% | 0.1% | 254 | -247 | -1.01% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 23,575 | 2,621 | 0.0% | 0.0% | 255 | +2,091 | 9.73% | Q1 2026 | May 08, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 23,567 | 2,620 | 0.18% | 0.24% | 256 | +285 | 1.22% | Q1 2026 | May 07, 2026 |
| XY Planning Network, Inc. | History | Added to | 23,307 | 2,608 | 0.42% | 0.38% | 257 | +3,873 | 19.93% | Q1 2026 | Apr 14, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 22,875 | 2,543 | 0.86% | 0.87% | 258 | +758 | 3.43% | Q1 2026 | Apr 17, 2026 |
| Facet Wealth, Inc. | History | Added to | 22,526 | 2,504 | 0.04% | 0.04% | 259 | +743 | 3.41% | Q1 2026 | May 07, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 22,175 | 2,465 | 2.08% | 1.89% | 260 | +3,047 | 15.93% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 21,844 | 2,428 | 0.0% | — | 261 | +21,844 | New | Q1 2026 | May 15, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 21,831 | 2,427 | 0.3% | 0.25% | 262 | +5,808 | 36.25% | Q1 2026 | Apr 16, 2026 |
| Certified Advisory Corp | History | Added to | 21,023 | 2,337 | 0.21% | 0.2% | 263 | +1,354 | 6.88% | Q1 2026 | Apr 17, 2026 |
| Life Planning Partners, Inc | History | Added to | 20,999 | 2,334 | 1.78% | 1.73% | 264 | +830 | 4.12% | Q1 2026 | Apr 28, 2026 |
| Private Wealth Management Group, LLC | History | No change | 20,826 | 2,315 | 0.61% | 0.62% | 265 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NWAM LLC | History | Added to | 20,739 | 2,305 | 0.13% | 0.09% | 266 | +6,055 | 41.24% | Q1 2026 | May 04, 2026 |
| Capstone Wealth Management, Inc. | History | Added to | 20,209 | 2,269 | 1.92% | 1.17% | 267 | +8,290 | 69.55% | Q1 2026 | May 15, 2026 |
| Sunpointe, LLC | History | No change | 20,397 | 2,267 | 0.74% | 0.76% | 268 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Equitable Holdings, Inc. | History | Added to | 19,142 | 2,139 | 0.01% | 0.01% | 269 | +9,046 | 89.6% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 19,232 | 2,138 | 0.01% | 0.01% | 270 | +43 | 0.22% | Q1 2026 | Apr 30, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 17,977 | 1,998 | 1.35% | 1.41% | 271 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Pacific Asset Management, LLC | History | Added to | 17,449 | 1,939 | 1.08% | 1.16% | 272 | +216 | 1.25% | Q1 2026 | May 01, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 17,336 | 1,927 | 0.19% | 0.19% | 273 | -151 | -0.86% | Q1 2026 | Apr 30, 2026 |
| Evanson Asset Management, LLC | History | Added to | 17,245 | 1,917 | 0.1% | 0.1% | 274 | +23 | 0.13% | Q1 2026 | Apr 08, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 17,059 | 1,906 | 0.15% | 0.15% | 275 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CGN Advisors LLC | History | Added to | 17,009 | 1,891 | 0.15% | 0.15% | 276 | +90 | 0.53% | Q1 2026 | Apr 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 16,474 | 1,831 | 0.12% | 0.25% | 277 | -17,205 | -51.09% | Q1 2026 | Apr 15, 2026 |
| Seed Wealth Management, Inc. | History | Reduced | 16,225 | 1,803 | 1.24% | 1.26% | 278 | -85 | -0.52% | Q1 2026 | Apr 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 16,038 | 1,783 | 0.0% | 0.0% | 279 | -150 | -0.93% | Q1 2026 | May 13, 2026 |
| Western Reserve Capital Management, LLC | History | Added to | 15,981 | 1,776 | 1.46% | 1.33% | 280 | +3,262 | 25.65% | Q1 2026 | Apr 27, 2026 |
| M Holdings Securities, Inc. | History | Added to | 15,965 | 1,775 | 0.12% | 0.11% | 281 | +2,788 | 21.16% | Q1 2026 | May 12, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 15,952 | 1,773 | 0.23% | 0.22% | 282 | -468 | -2.85% | Q1 2026 | Apr 10, 2026 |
| Trailhead Planners LLC | History | Added to | 15,936 | 1,771 | 1.7% | 1.73% | 283 | +181 | 1.15% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | Reduced | 15,698 | 1,745 | 0.02% | 0.03% | 284 | -2,514 | -13.8% | Q1 2026 | May 15, 2026 |
| Hardin Capital Partners, LLC | History | Added to | 15,647 | 1,739 | 0.81% | 0.78% | 285 | +964 | 6.57% | Q1 2026 | Apr 08, 2026 |
| LAM GROUP, INC. | History | Added to | 15,550 | 1,728 | 0.95% | 0.85% | 286 | +2,295 | 17.31% | Q1 2026 | Apr 22, 2026 |
| Independent Advisor Alliance | History | New | 15,059 | 1,674 | 0.02% | — | 287 | +15,059 | New | Q1 2026 | May 12, 2026 |
| Aspen Capital Management, LLC | History | No change | 14,662 | 1,630 | 0.4% | 0.41% | 288 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 14,650 | 1,628 | 0.3% | 0.32% | 289 | -166 | -1.12% | Q1 2026 | Apr 30, 2026 |
| Wealth Management Partners, LLC | History | Added to | 14,526 | 1,615 | 0.46% | 0.39% | 290 | +2,145 | 17.32% | Q1 2026 | Apr 17, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 14,393 | 1,600 | 0.24% | 0.24% | 291 | +33 | 0.23% | Q1 2026 | Apr 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 14,370 | 1,597 | 0.04% | 0.08% | 292 | -14,017 | -49.38% | Q1 2026 | May 15, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | No change | 13,618 | 1,575 | 1.52% | 1.52% | 293 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 14,142 | 1,572 | 0.11% | 0.12% | 294 | -1,292 | -8.37% | Q1 2026 | May 05, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Added to | 14,074 | 1,564 | 0.74% | 0.71% | 295 | +30 | 0.21% | Q1 2026 | May 12, 2026 |
| Brown Financial Advisors | History | Added to | 13,829 | 1,537 | 0.58% | 0.44% | 297 | +3,004 | 27.75% | Q1 2026 | May 15, 2026 |
| CITIZENS & NORTHERN CORP | History | No change | 13,829 | 1,537 | 0.38% | 0.38% | 296 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Atala Financial Inc | History | No change | 13,650 | 1,528 | 1.03% | 0.97% | 298 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Frankly Finances, LLC | History | Added to | 13,720 | 1,525 | 1.38% | 0.8% | 299 | +6,134 | 80.86% | Q1 2026 | Apr 29, 2026 |
| Paladin Wealth, LLC | History | Added to | 13,573 | 1,509 | 1.04% | 0.87% | 300 | +2,113 | 18.44% | Q1 2026 | Apr 16, 2026 |