AMERICAN CENTURY ETF TRUST - AVUV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | Added to | 20,195,491 | 2,230,995 | 1.51% | 1.38% | 1 | +1,350,729 | 7.17% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 6,665,990 | 736,672 | 0.82% | 0.76% | 2 | +123,961 | 1.89% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 6,527,850 | 721,131 | 0.19% | 0.15% | 3 | +1,052,611 | 19.22% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 3,300,915 | 364,652 | 0.02% | 0.02% | 4 | +315,859 | 10.58% | Q1 2026 | May 15, 2026 |
| Truepoint, Inc. | History | Added to | 2,871,933 | 317,262 | 7.07% | 6.53% | 5 | +24,783 | 0.87% | Q1 2026 | May 08, 2026 |
| Mason Investment Advisory Services, Inc. | History | Reduced | 2,833,098 | 312,972 | 14.45% | 13.77% | 6 | -11,740 | -0.41% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,823,632 | 311,926 | 0.02% | 0.02% | 7 | +330,421 | 13.25% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,494,305 | 275,545 | 0.07% | 0.07% | 8 | +156,218 | 6.68% | Q1 2026 | May 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 2,484,516 | 274,283 | 2.76% | 2.51% | 9 | +475,137 | 23.65% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,480,157 | 273,971 | 0.06% | 0.05% | 10 | +402,128 | 19.35% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,392,956 | 264,349 | 0.16% | 0.15% | 11 | +79,764 | 3.45% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,742,086 | 192,448 | 0.04% | 0.03% | 12 | +358,223 | 25.89% | Q1 2026 | May 11, 2026 |
| Plancorp, LLC | History | Added to | 1,469,326 | 168,575 | 4.79% | 4.19% | 13 | +109,142 | 8.02% | Q1 2026 | Apr 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,486,333 | 164,195 | 0.05% | 0.04% | 14 | +182,307 | 13.98% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 1,449,790 | 160,158 | 0.02% | 0.02% | 15 | +172,364 | 13.49% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,412,354 | 156,023 | 0.17% | 0.15% | 16 | +94,340 | 7.16% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,410,331 | 155,799 | 1.16% | 1.08% | 17 | +97,783 | 7.45% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,366,089 | 150,570 | 0.22% | 0.2% | 18 | +27,740 | 2.07% | Q1 2026 | May 15, 2026 |
| Unison Advisors LLC | History | Added to | 1,328,533 | 146,763 | 11.13% | 11.71% | 19 | +14,894 | 1.13% | Q1 2026 | Apr 28, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 1,212,762 | 133,973 | 7.11% | 6.44% | 20 | +67,767 | 5.92% | Q1 2026 | Apr 27, 2026 |
| Evensky & Katz LLC | History | Reduced | 1,200,901 | 132,664 | 7.55% | 7.05% | 21 | -24,065 | -1.96% | Q1 2026 | Apr 22, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 1,087,142 | 120,096 | 0.67% | 0.58% | 22 | +72,849 | 7.18% | Q1 2026 | Apr 30, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 1,051,667 | 116,177 | 2.96% | 2.83% | 23 | -21,057 | -1.96% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Added to | 960,379 | 106,093 | 0.51% | 0.44% | 24 | +193,682 | 25.26% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 952,248 | 105,194 | 0.15% | 0.12% | 25 | +51,528 | 5.72% | Q1 2026 | Apr 27, 2026 |
| RW Investment Management LLC | History | New | 914,627 | 101,038 | 9.78% | — | 26 | +914,627 | New | Q1 2026 | Apr 28, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 885,613 | 97,833 | 0.02% | 0.01% | 27 | +87,371 | 10.95% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 875,683 | 96,736 | 0.05% | 0.04% | 28 | +80,034 | 10.06% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 862,566 | 95,287 | 2.62% | 2.45% | 29 | +3,795 | 0.44% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 867,864 | 93,963 | 0.01% | 0.01% | 30 | +19,248 | 2.27% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 755,647 | 83,476 | 0.09% | 0.07% | 31 | +96,966 | 14.72% | Q1 2026 | May 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 748,037 | 82,635 | 5.62% | 5.18% | 32 | +10,711 | 1.45% | Q1 2026 | May 14, 2026 |
| Foster Group, Inc. | History | Reduced | 702,392 | 77,593 | 2.31% | 2.24% | 33 | -24,782 | -3.41% | Q1 2026 | Apr 13, 2026 |
| Symmetry Partners, LLC | History | Added to | 677,534 | 74,847 | 4.28% | 4.0% | 34 | +14,740 | 2.22% | Q1 2026 | Apr 27, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 632,849 | 69,910 | 7.51% | 7.43% | 35 | -12,698 | -1.97% | Q1 2026 | Apr 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 623,763 | 68,907 | 0.3% | 0.27% | 36 | -16,174 | -2.53% | Q1 2026 | May 15, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 619,938 | 68,484 | 12.09% | 12.25% | 37 | +102 | 0.02% | Q1 2026 | May 14, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 610,884 | 67,484 | 6.18% | 5.84% | 38 | +14,431 | 2.42% | Q1 2026 | Apr 23, 2026 |
| PDS Planning, Inc | History | Added to | 603,359 | 66,653 | 4.4% | 4.1% | 39 | +1,440 | 0.24% | Q1 2026 | Apr 21, 2026 |
| Meredith Wealth Planning | History | Added to | 591,966 | 65,394 | 17.72% | 17.72% | 40 | +8,399 | 1.44% | Q1 2026 | Apr 27, 2026 |
| Krilogy Financial LLC | History | Reduced | 562,877 | 65,130 | 2.1% | 2.11% | 41 | -9,834 | -1.72% | Q1 2026 | Apr 17, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 563,090 | 62,204 | 3.35% | 3.75% | 42 | -105,572 | -15.79% | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 558,513 | 61,810 | 0.58% | 0.49% | 43 | +113,595 | 25.53% | Q1 2026 | Apr 07, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 543,168 | 60,003 | 3.87% | 2.57% | 44 | -2,558 | -0.47% | Q1 2026 | May 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 540,480 | 59,706 | 0.33% | 0.21% | 45 | -44,491 | -7.61% | Q1 2026 | Apr 29, 2026 |
| Corient Private Wealth LLC | History | Added to | 532,605 | 56,094 | 0.08% | 0.07% | 46 | +25,994 | 5.13% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 499,530 | 55,183 | 0.06% | 0.05% | 47 | +109,108 | 27.95% | Q1 2026 | May 13, 2026 |
| Burton Enright Welch | History | Added to | 487,601 | 53,865 | 7.32% | 6.79% | 48 | +14,502 | 3.07% | Q1 2026 | May 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 470,834 | 52,013 | 0.03% | 0.02% | 49 | +28,900 | 6.54% | Q1 2026 | May 08, 2026 |
| Cornerstone Wealth Partners, LLC | History | Added to | 467,881 | 51,686 | 29.32% | 28.75% | 50 | +61,671 | 15.18% | Q1 2026 | May 12, 2026 |
| Parcion Private Wealth LLC | History | Added to | 460,638 | 50,886 | 3.15% | 2.48% | 51 | +60,354 | 15.08% | Q1 2026 | Apr 22, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 454,662 | 50,226 | 7.51% | 6.86% | 52 | -1,236 | -0.27% | Q1 2026 | Apr 23, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 415,067 | 48,778 | 20.07% | 19.29% | 53 | +8,030 | 1.97% | Q1 2026 | Apr 22, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 439,214 | 48,519 | 0.56% | 0.9% | 54 | -288,293 | -39.63% | Q1 2026 | May 08, 2026 |
| Werba Rubin Papier Wealth Management | History | New | 432,808 | 47,812 | 6.66% | — | 55 | +432,808 | New | Q1 2026 | May 12, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 428,174 | 47,300 | 9.06% | 7.69% | 56 | +56,097 | 15.08% | Q1 2026 | Apr 24, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 414,659 | 45,807 | 0.79% | 0.72% | 57 | +19,890 | 5.04% | Q1 2026 | May 04, 2026 |
| Team Hewins, LLC | History | Added to | 413,588 | 45,689 | 13.58% | 12.81% | 58 | +23,801 | 6.11% | Q1 2026 | Apr 30, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 410,476 | 45,345 | 0.96% | 0.96% | 59 | -42,610 | -9.4% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 406,905 | 45,337 | 0.09% | 0.06% | 60 | -8,882 | -2.14% | Q1 2026 | Apr 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 411,029 | 44,897 | 0.02% | 0.02% | 61 | +119,190 | 40.84% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 404,540 | 44,689 | 1.06% | 0.94% | 62 | -6,760 | -1.64% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 396,193 | 43,767 | 0.08% | 0.13% | 63 | +6,565 | 1.68% | Q1 2026 | May 01, 2026 |
| Independent Advisor Alliance | History | Added to | 395,340 | 43,673 | 0.47% | 0.11% | 64 | +349,639 | 765.06% | Q1 2026 | May 12, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 394,029 | 43,528 | 3.79% | 3.41% | 65 | -2,575 | -0.65% | Q1 2026 | Apr 24, 2026 |
| Financial Partners Group, Inc | History | Added to | 391,650 | 43,265 | 5.18% | 4.93% | 66 | +1,226 | 0.31% | Q1 2026 | Apr 10, 2026 |
| COMERICA BANK | History | No change | 391,724 | 39,948 | 0.16% | 0.16% | 67 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HB Wealth Management, LLC | History | Reduced | 361,409 | 39,924 | 0.26% | 0.24% | 68 | -4,077 | -1.12% | Q1 2026 | Apr 27, 2026 |
| BWM Planning, LLC | History | Added to | 350,329 | 38,700 | 10.21% | 9.32% | 69 | +8,326 | 2.43% | Q1 2026 | Apr 21, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 343,505 | 37,947 | 6.82% | 6.38% | 70 | +9,684 | 2.9% | Q1 2026 | May 06, 2026 |
| TruWealth Advisors, LLC | History | Added to | 341,689 | 37,745 | 1.81% | 1.67% | 71 | +7,065 | 2.11% | Q1 2026 | Apr 09, 2026 |
| CWM, LLC | History | Added to | 340,064 | 37,566 | 0.1% | 0.09% | 72 | +2,403 | 0.71% | Q1 2026 | May 14, 2026 |
| Summit Portfolio Management, LTD. | History | New | 333,964 | 36,893 | 23.73% | — | 73 | +333,964 | New | Q1 2026 | Apr 30, 2026 |
| Glenview Trust Co | History | Added to | 332,823 | 36,766 | 0.58% | 0.51% | 74 | +8,993 | 2.78% | Q1 2026 | May 08, 2026 |
| Savvy Advisors, Inc. | History | Added to | 330,824 | 36,546 | 0.98% | 0.06% | 75 | +312,649 | 1720.21% | Q1 2026 | May 11, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 329,700 | 36,421 | 12.3% | 11.94% | 76 | +2,505 | 0.77% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 329,451 | 36,394 | 0.21% | 0.19% | 77 | +5,778 | 1.79% | Q1 2026 | May 15, 2026 |
| ORRSTOWN FINANCIAL SERVICES INC | History | Reduced | 327,517 | 36,180 | 6.06% | 5.79% | 78 | -13,169 | -3.87% | Q1 2026 | Apr 08, 2026 |
| Greenline Partners, LLC | History | Added to | 326,413 | 36,058 | 3.88% | 3.71% | 79 | +8,253 | 2.59% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 320,240 | 35,377 | 0.09% | 0.07% | 80 | +51,715 | 19.26% | Q1 2026 | Apr 30, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 315,036 | 34,802 | 0.68% | 0.67% | 81 | -18,353 | -5.5% | Q1 2026 | Apr 14, 2026 |
| 3EDGE Asset Management, LP | History | New | 314,694 | 34,581 | 1.67% | — | 82 | +314,694 | New | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | Added to | 311,497 | 34,411 | 9.1% | 8.61% | 83 | +7,853 | 2.59% | Q1 2026 | May 14, 2026 |
| ENZI WEALTH | History | Added to | 311,148 | 34,372 | 11.93% | 11.03% | 84 | +20,462 | 7.04% | Q1 2026 | Apr 24, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 307,061 | 33,920 | 1.53% | 1.24% | 85 | +32,748 | 11.94% | Q1 2026 | Apr 21, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 306,161 | 33,821 | 12.73% | 11.89% | 86 | +1,483 | 0.49% | Q1 2026 | May 11, 2026 |
| Sherrill & Hutchins Financial Advisory, Inc | History | Reduced | 306,117 | 33,816 | 19.97% | 22.59% | 87 | -6,241 | -2.0% | Q1 2026 | Apr 21, 2026 |
| Creative Capital Management Investments LLC | History | Reduced | 299,879 | 33,127 | 9.51% | 9.25% | 88 | -834 | -0.28% | Q1 2026 | Apr 21, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 286,201 | 33,044 | 5.06% | 4.54% | 89 | +8,119 | 2.92% | Q1 2026 | Apr 16, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 289,163 | 31,943 | 13.32% | 12.58% | 90 | -10,202 | -3.41% | Q1 2026 | Apr 23, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 288,962 | 31,921 | 12.94% | 12.55% | 91 | +9,059 | 3.24% | Q1 2026 | Apr 30, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 285,372 | 31,525 | 2.36% | 2.31% | 92 | -21,103 | -6.89% | Q1 2026 | May 04, 2026 |
| High Probability Advisors, LLC | History | Reduced | 280,293 | 30,964 | 3.96% | 4.22% | 93 | -30,343 | -9.77% | Q1 2026 | Apr 10, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 279,586 | 30,885 | 0.88% | 0.93% | 94 | -13,177 | -4.5% | Q1 2026 | Apr 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 274,923 | 30,370 | 0.37% | 0.35% | 95 | +181 | 0.07% | Q1 2026 | Apr 20, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 274,846 | 30,362 | 0.49% | 0.48% | 96 | +1,445 | 0.53% | Q1 2026 | Apr 22, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 274,735 | 30,349 | 4.16% | 3.96% | 97 | +11,784 | 4.48% | Q1 2026 | Apr 24, 2026 |
| Hill Investment Group Partners, LLC | History | Added to | 271,433 | 29,985 | 3.31% | 3.08% | 98 | +17,765 | 7.0% | Q1 2026 | May 12, 2026 |
| Quent Capital, LLC | History | Added to | 267,405 | 29,540 | 2.1% | 1.85% | 99 | +16,139 | 6.42% | Q1 2026 | Apr 28, 2026 |
| SNS Financial Group, LLC | History | Reduced | 267,027 | 29,498 | 2.54% | 2.35% | 100 | -998 | -0.37% | Q1 2026 | Apr 14, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Reduced | 266,876 | 29,481 | 12.93% | 12.87% | 101 | -4,148 | -1.53% | Q1 2026 | Apr 10, 2026 |
| Fonville Wealth Management LLC | History | Added to | 260,300 | 28,755 | 5.47% | 5.07% | 102 | +16,946 | 6.96% | Q1 2026 | Apr 20, 2026 |
| Falcon Wealth Planning | History | Added to | 260,049 | 28,727 | 1.96% | 2.16% | 103 | +8,098 | 3.21% | Q1 2026 | Apr 20, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 256,892 | 28,378 | 5.07% | 4.54% | 104 | +18,427 | 7.73% | Q1 2026 | May 01, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 248,904 | 27,496 | 14.92% | 14.32% | 105 | +1,227 | 0.5% | Q1 2026 | Apr 14, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 246,596 | 27,237 | 5.42% | 5.02% | 106 | +12,625 | 5.4% | Q1 2026 | May 08, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 241,735 | 26,704 | 0.11% | 0.1% | 107 | -4,369 | -1.78% | Q1 2026 | May 11, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 237,835 | 26,273 | 3.98% | 3.52% | 108 | +9,115 | 3.99% | Q1 2026 | Apr 15, 2026 |
| L2 Asset Management, LLC | History | Added to | 236,520 | 26,128 | 2.49% | 1.44% | 109 | +130,729 | 123.57% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 217,672 | 25,722 | 0.57% | 0.59% | 110 | -1,876 | -0.85% | Q1 2026 | May 04, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 232,530 | 25,687 | 6.79% | 6.26% | 111 | +7,081 | 3.14% | Q1 2026 | Apr 20, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 227,231 | 25,102 | 11.35% | 10.05% | 112 | +22,292 | 10.88% | Q1 2026 | Apr 09, 2026 |
| COWA, LLC | History | Reduced | 226,570 | 25,029 | 6.75% | 7.03% | 113 | -2,261 | -0.99% | Q1 2026 | May 14, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 224,536 | 24,804 | 6.59% | 6.12% | 114 | -1,864 | -0.82% | Q1 2026 | Apr 16, 2026 |
| Harbor Group, Inc. | History | Reduced | 223,950 | 24,739 | 3.57% | 3.49% | 115 | -4,442 | -1.94% | Q1 2026 | Apr 10, 2026 |
| Wealth Architects, LLC | History | Added to | 223,607 | 24,701 | 2.2% | 2.05% | 116 | +505 | 0.23% | Q1 2026 | May 15, 2026 |
| Tarbox Family Office, Inc. | History | Added to | 221,869 | 24,509 | 3.98% | 3.59% | 117 | +2,870 | 1.31% | Q1 2026 | Apr 23, 2026 |
| New England Capital Financial Advisors LLC | History | Reduced | 218,324 | 24,118 | 6.6% | 8.7% | 118 | -194 | -0.09% | Q1 2026 | Apr 27, 2026 |
| Baird Financial Group, Inc. | History | Added to | 217,361 | 24,011 | 0.04% | 0.03% | 119 | +56,131 | 34.81% | Q1 2026 | May 14, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Reduced | 217,059 | 23,978 | 4.48% | 4.22% | 120 | -4,026 | -1.82% | Q1 2026 | May 05, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 215,726 | 23,831 | 11.2% | 10.31% | 121 | +13,619 | 6.74% | Q1 2026 | Apr 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 215,708 | 23,829 | 0.93% | 1.04% | 122 | +124,110 | 135.49% | Q1 2026 | May 15, 2026 |
| Great Point Wealth Advisors, LLC | History | Added to | 215,011 | 23,752 | 4.38% | 3.78% | 123 | +11,708 | 5.76% | Q1 2026 | Apr 27, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Added to | 214,582 | 23,704 | 6.78% | 6.36% | 124 | +1,558 | 0.73% | Q1 2026 | Apr 28, 2026 |
| WJ Interests, LLC | History | Added to | 210,747 | 23,281 | 8.94% | 8.77% | 125 | +10,762 | 5.38% | Q1 2026 | Apr 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 209,792 | 23,176 | 0.18% | 0.17% | 126 | +15,336 | 7.89% | Q1 2026 | Apr 07, 2026 |
| JRM Investment Counsel, LLC | History | Added to | 206,412 | 22,802 | 6.07% | 5.16% | 127 | +31,510 | 18.02% | Q1 2026 | May 14, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 206,389 | 22,799 | 2.83% | 2.67% | 128 | -3,422 | -1.63% | Q1 2026 | May 04, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 204,647 | 22,607 | 5.97% | 5.49% | 129 | +10,600 | 5.46% | Q1 2026 | Apr 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 203,586 | 22,490 | 0.09% | 0.07% | 130 | +31,984 | 18.64% | Q1 2026 | Apr 30, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 203,435 | 22,473 | 0.24% | 0.15% | 131 | +76,109 | 59.77% | Q1 2026 | Apr 20, 2026 |
| Atria Investments, Inc | History | Reduced | 202,759 | 22,398 | 0.25% | 0.26% | 132 | -24,608 | -10.82% | Q1 2026 | May 05, 2026 |
| Drake & Associates, LLC | History | Added to | 202,475 | 22,367 | 4.26% | 3.65% | 133 | +22,650 | 12.6% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 200,263 | 22,123 | 0.06% | 0.05% | 134 | -15,582 | -7.22% | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | Added to | 198,445 | 21,922 | 0.27% | 0.18% | 135 | +56,753 | 40.05% | Q1 2026 | Apr 28, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 196,951 | 21,757 | 3.27% | 2.89% | 136 | +16,961 | 9.42% | Q1 2026 | Apr 14, 2026 |
| Flagstone Financial Management | History | Added to | 193,507 | 21,376 | 5.31% | 5.01% | 137 | +2,038 | 1.06% | Q1 2026 | Apr 27, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 193,102 | 21,332 | 7.13% | 6.99% | 138 | +10,381 | 5.68% | Q1 2026 | May 13, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 192,383 | 21,252 | 10.79% | 10.22% | 139 | +4,921 | 2.63% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 191,935 | 21,203 | 1.11% | 1.05% | 140 | +4,722 | 2.52% | Q1 2026 | May 07, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 188,387 | 20,811 | 0.79% | 0.66% | 141 | +13,310 | 7.6% | Q1 2026 | Apr 16, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 188,356 | 20,807 | 0.58% | 0.55% | 142 | -4,695 | -2.43% | Q1 2026 | May 12, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 185,094 | 20,447 | 1.95% | 1.81% | 143 | +1,153 | 0.63% | Q1 2026 | May 13, 2026 |
| BFSG, LLC | History | Added to | 183,392 | 20,259 | 1.92% | 1.78% | 144 | +3,824 | 2.13% | Q1 2026 | Apr 28, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 182,196 | 20,127 | 0.63% | 0.55% | 145 | +6,771 | 3.86% | Q1 2026 | Apr 24, 2026 |
| Certified Advisory Corp | History | Added to | 181,025 | 19,997 | 1.79% | 1.27% | 146 | +44,661 | 32.75% | Q1 2026 | Apr 17, 2026 |
| &PARTNERS | History | Added to | 180,200 | 19,987 | 0.1% | 0.08% | 147 | +37,469 | 26.25% | Q1 2026 | May 15, 2026 |
| Heritage Financial Services, LLC | History | No change | 195,964 | 19,984 | 1.67% | 1.67% | 148 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Betterment LLC | History | Added to | 179,055 | 19,780 | 0.04% | 0.03% | 149 | +3,693 | 2.11% | Q1 2026 | May 14, 2026 |
| Zhang Financial LLC | History | Added to | 178,134 | 19,678 | 0.68% | 0.62% | 150 | +14,001 | 8.53% | Q1 2026 | May 06, 2026 |
| MB Generational Wealth, LLC | History | Added to | 177,158 | 19,570 | 10.82% | 9.55% | 151 | +309 | 0.17% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 175,311 | 19,366 | 0.09% | 0.08% | 152 | +18,255 | 11.62% | Q1 2026 | Apr 24, 2026 |
| LIBRA WEALTH LLC | History | Added to | 174,008 | 19,222 | 5.42% | 4.59% | 153 | +13,288 | 8.27% | Q1 2026 | Apr 28, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 172,205 | 19,023 | 0.74% | 0.64% | 154 | -20,720 | -10.74% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 171,850 | 18,984 | 0.01% | 0.01% | 155 | +43,114 | 33.49% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 168,454 | 18,642 | 0.32% | 0.36% | 156 | -26,085 | -13.41% | Q1 2026 | May 14, 2026 |
| REAP Financial Group, LLC | History | Added to | 168,652 | 18,630 | 3.68% | 3.17% | 157 | +15,571 | 10.17% | Q1 2026 | May 11, 2026 |
| STOLZ & ASSOCIATES, PS | History | Reduced | 159,658 | 18,473 | 12.89% | 12.68% | 158 | -1,485 | -0.92% | Q1 2026 | Apr 21, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 166,886 | 18,435 | 2.72% | 2.55% | 159 | -1,532 | -0.91% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 166,182 | 18,359 | 0.02% | 0.02% | 160 | -23,092 | -12.2% | Q1 2026 | May 12, 2026 |
| PW ADVISORS, LLC \ FL | History | Added to | 165,955 | 18,332 | 13.73% | 11.61% | 161 | +24,137 | 17.02% | Q1 2026 | Apr 24, 2026 |
| Invariant Investment Management | History | Added to | 157,464 | 18,180 | 11.19% | 10.34% | 162 | +6,984 | 4.64% | Q1 2026 | Apr 13, 2026 |
| Wheelhouse Advisory Group LLC | History | New | 163,828 | 18,098 | 6.0% | — | 163 | +163,828 | New | Q1 2026 | Apr 23, 2026 |
| BetterWealth, LLC | History | Added to | 163,756 | 18,090 | 3.55% | 3.73% | 164 | +3,461 | 2.16% | Q1 2026 | Apr 24, 2026 |
| Peak Asset Management, LLC | History | Added to | 163,285 | 18,038 | 3.18% | 2.69% | 165 | +8,135 | 5.24% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 162,931 | 17,998 | 0.18% | 0.1% | 166 | +59,418 | 57.4% | Q1 2026 | May 08, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 158,751 | 17,537 | 1.97% | 1.8% | 167 | +1,906 | 1.22% | Q1 2026 | Apr 08, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 158,364 | 17,494 | 3.27% | 3.06% | 168 | -366 | -0.23% | Q1 2026 | Apr 28, 2026 |
| Apella Capital, LLC | History | Reduced | 148,555 | 17,458 | 0.26% | 0.31% | 169 | -7,622 | -4.88% | Q1 2026 | Apr 20, 2026 |
| Avondale Wealth Management | History | Added to | 157,244 | 17,370 | 8.54% | 8.14% | 170 | +2,003 | 1.29% | Q1 2026 | Apr 14, 2026 |
| Opus Capital Group, LLC | History | Added to | 156,831 | 17,325 | 1.86% | 1.72% | 171 | +704 | 0.45% | Q1 2026 | Apr 30, 2026 |
| HighPoint Advisor Group LLC | History | New | 154,876 | 17,109 | 0.72% | — | 172 | +154,876 | New | Q1 2026 | May 14, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 154,794 | 17,100 | 3.13% | 2.87% | 173 | +835 | 0.54% | Q1 2026 | May 06, 2026 |
| Wallington Asset Management, LLC | History | Reduced | 154,271 | 17,042 | 2.27% | 2.03% | 174 | -2,859 | -1.82% | Q1 2026 | Apr 22, 2026 |
| Arlington Financial Advisors, LLC | History | Reduced | 154,197 | 17,034 | 2.43% | 2.29% | 175 | -2,890 | -1.84% | Q1 2026 | Apr 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 142,821 | 16,938 | 0.3% | 0.53% | 176 | +37,294 | 35.34% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 153,312 | 16,936 | 0.03% | 0.03% | 177 | +7,254 | 4.97% | Q1 2026 | May 14, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 152,825 | 16,882 | 3.3% | 3.4% | 178 | -11,291 | -6.88% | Q1 2026 | Apr 20, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 152,217 | 16,815 | 0.21% | 0.03% | 179 | +132,260 | 662.72% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 151,300 | 16,714 | 0.01% | 0.0% | 180 | +24,117 | 18.96% | Q1 2026 | May 13, 2026 |
| HHM Wealth Advisors, LLC | History | New | 150,429 | 16,617 | 1.91% | — | 181 | +150,429 | New | Q1 2026 | Apr 17, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Reduced | 149,187 | 16,480 | 4.93% | 4.78% | 182 | -4,673 | -3.04% | Q1 2026 | Apr 10, 2026 |
| SFG Wealth Management, LLC. | History | Added to | 148,814 | 16,439 | 6.77% | 5.96% | 183 | +33 | 0.02% | Q1 2026 | Apr 22, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 150,051 | 16,246 | 0.59% | 0.64% | 184 | -13,837 | -8.44% | Q1 2026 | May 15, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 144,217 | 15,931 | 1.52% | 1.37% | 185 | +3,628 | 2.58% | Q1 2026 | Apr 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 143,534 | 15,856 | 0.01% | 0.01% | 186 | +23,896 | 19.97% | Q1 2026 | May 14, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Added to | 142,800 | 15,775 | 12.45% | 11.39% | 187 | +1,161 | 0.82% | Q1 2026 | Apr 16, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 140,605 | 15,532 | 0.12% | 0.11% | 188 | +52,381 | 59.37% | Q1 2026 | May 15, 2026 |
| Hamilton Point Investment Advisors, LLC | History | Added to | 140,111 | 15,478 | 2.38% | 2.15% | 189 | +1,625 | 1.17% | Q1 2026 | May 06, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 138,630 | 15,314 | 3.01% | 2.94% | 190 | +2,239 | 1.64% | Q1 2026 | Apr 20, 2026 |
| Apeiron RIA LLC | History | Reduced | 137,232 | 15,159 | 3.51% | 3.19% | 191 | -4,679 | -3.3% | Q1 2026 | Apr 27, 2026 |
| Merit Financial Group, LLC | History | Added to | 135,733 | 14,994 | 0.11% | 0.09% | 192 | +30,508 | 28.99% | Q1 2026 | Apr 15, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 135,627 | 14,982 | 1.93% | 1.8% | 193 | +8,808 | 6.95% | Q1 2026 | Apr 17, 2026 |
| Kestra Investment Management, LLC | History | Added to | 135,582 | 14,977 | 0.26% | 0.17% | 194 | +68,087 | 100.88% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 135,110 | 14,925 | 0.02% | 0.02% | 195 | +21,998 | 19.45% | Q1 2026 | May 15, 2026 |
| Stephens Consulting, LLC | History | No change | 145,109 | 14,798 | 4.78% | 4.78% | 196 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| NWAM LLC | History | Added to | 133,933 | 14,795 | 0.85% | 0.65% | 197 | +20,364 | 17.93% | Q1 2026 | May 04, 2026 |
| Symphony Financial, Ltd. Co. | History | Added to | 132,821 | 14,569 | 1.93% | 1.81% | 198 | +1,833 | 1.4% | Q1 2026 | Apr 30, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 131,829 | 14,563 | 0.83% | 0.81% | 199 | -1,390 | -1.04% | Q1 2026 | Apr 30, 2026 |
| Family Investment Center, Inc. | History | Reduced | 131,416 | 14,517 | 2.79% | 3.54% | 200 | -40,370 | -23.5% | Q1 2026 | Apr 24, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 129,999 | 14,361 | 4.3% | 4.15% | 201 | -2,821 | -2.12% | Q1 2026 | Apr 28, 2026 |
| McIlrath & Eck, LLC | History | Added to | 129,770 | 14,335 | 1.06% | 1.21% | 202 | +1,600 | 1.25% | Q1 2026 | May 19, 2026 |
| B&D White Capital Company, LLC | History | Added to | 129,604 | 14,317 | 1.77% | 0.7% | 203 | +70,485 | 119.23% | Q1 2026 | May 13, 2026 |
| O'Connor Financial Group LLC | History | Reduced | 128,346 | 14,178 | 5.8% | 5.6% | 204 | -1,164 | -0.9% | Q1 2026 | Apr 23, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 127,716 | 14,108 | 1.99% | 1.37% | 205 | +34,744 | 37.37% | Q1 2026 | Apr 20, 2026 |
| Capital Advisors Wealth Management, LLC | History | New | 127,306 | 14,063 | 1.89% | — | 206 | +127,306 | New | Q1 2026 | Apr 08, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 126,746 | 14,001 | 3.15% | 2.89% | 207 | +3,278 | 2.65% | Q1 2026 | Apr 02, 2026 |
| Bucket List Wealth Management, LLC | History | Added to | 126,269 | 13,948 | 8.4% | 7.38% | 208 | +5,172 | 4.27% | Q1 2026 | May 07, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 125,794 | 13,896 | 1.81% | 1.61% | 209 | -8,546 | -6.36% | Q1 2026 | Apr 10, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Reduced | 125,351 | 13,847 | 1.73% | 1.77% | 210 | -593 | -0.47% | Q1 2026 | Apr 16, 2026 |
| Allworth Financial LP | History | Reduced | 125,292 | 13,841 | 0.06% | 0.05% | 211 | -1,442 | -1.14% | Q1 2026 | May 14, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 124,387 | 13,741 | 1.53% | 1.46% | 212 | -392 | -0.31% | Q1 2026 | Apr 10, 2026 |
| Three Cord True Wealth Management, LLC | History | Added to | 121,338 | 13,404 | 7.45% | 6.8% | 213 | +6,753 | 5.89% | Q1 2026 | Apr 27, 2026 |
| Greater Midwest Financial Group, LLC | History | Added to | 121,087 | 13,376 | 7.19% | 3.58% | 214 | +58,297 | 92.84% | Q1 2026 | Apr 24, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 120,917 | 13,357 | 3.51% | 3.13% | 215 | +6,142 | 5.35% | Q1 2026 | Apr 23, 2026 |
| Compound Planning, Inc. | History | Added to | 120,349 | 13,294 | 0.41% | 0.28% | 216 | +28,173 | 30.56% | Q1 2026 | May 14, 2026 |
| Trilogy Capital Inc. | History | Added to | 120,146 | 13,272 | 0.58% | 0.54% | 217 | +1,313 | 1.1% | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 120,141 | 13,271 | 0.07% | 0.06% | 218 | +11,612 | 10.7% | Q1 2026 | May 08, 2026 |
| Objectivity Squared, LLC | History | Reduced | 119,980 | 13,254 | 8.36% | 7.18% | 219 | -5,941 | -4.72% | Q1 2026 | May 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 118,598 | 13,101 | 0.96% | 0.84% | 220 | -1,902 | -1.58% | Q1 2026 | Apr 20, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 118,518 | 13,092 | 0.88% | 1.06% | 221 | +3,969 | 3.46% | Q1 2026 | May 07, 2026 |
| Lutz Financial Services LLC | History | Added to | 118,445 | 13,084 | 0.88% | 0.79% | 222 | +3,868 | 3.38% | Q1 2026 | May 04, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 118,200 | 13,057 | 0.26% | 0.24% | 223 | +3,779 | 3.3% | Q1 2026 | May 14, 2026 |
| Argent Advisors, Inc. | History | New | 117,662 | 12,998 | 3.55% | — | 224 | +117,662 | New | Q1 2026 | Apr 24, 2026 |
| Midwest Financial Group LLC | History | Added to | 117,507 | 12,980 | 5.54% | 5.08% | 225 | +4,720 | 4.18% | Q1 2026 | Apr 22, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 117,045 | 12,929 | 5.68% | 5.31% | 226 | +4,618 | 4.11% | Q1 2026 | Apr 22, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 117,036 | 12,928 | 1.41% | 1.23% | 227 | +4,500 | 4.0% | Q1 2026 | Apr 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 116,807 | 12,903 | 0.07% | 0.08% | 228 | +5,400 | 4.85% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 116,396 | 12,859 | 0.34% | 0.3% | 229 | +13,580 | 13.21% | Q1 2026 | May 14, 2026 |
| WESPAC Advisors SoCal, LLC | History | Reduced | 115,562 | 12,766 | 2.71% | 2.43% | 230 | -2,669 | -2.26% | Q1 2026 | Apr 15, 2026 |
| Advisor OS, LLC | History | Added to | 115,325 | 12,739 | 0.92% | 0.63% | 231 | +39,136 | 51.37% | Q1 2026 | May 07, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 113,960 | 12,662 | 3.51% | 3.1% | 232 | +2,769 | 2.49% | Q1 2026 | Apr 27, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 114,173 | 12,612 | 1.53% | 0.97% | 233 | +37,994 | 49.87% | Q1 2026 | May 05, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 113,506 | 12,539 | 5.02% | 4.71% | 234 | +908 | 0.81% | Q1 2026 | May 12, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Reduced | 105,873 | 12,524 | 9.98% | 10.27% | 235 | -14,290 | -11.89% | Q1 2026 | May 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 122,308 | 12,472 | 0.81% | 0.81% | 236 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Brookstone Capital Management | History | Added to | 112,047 | 12,377 | 0.14% | 0.0% | 237 | +109,061 | 3652.41% | Q1 2026 | Apr 16, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | Added to | 111,567 | 12,324 | 2.22% | 3.06% | 238 | +483 | 0.43% | Q1 2026 | May 01, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 111,242 | 12,288 | 2.62% | 2.41% | 239 | +1,758 | 1.61% | Q1 2026 | Apr 10, 2026 |
| Platform Wealth Management, LLC | History | No change | 119,537 | 12,190 | 3.24% | 3.24% | 240 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 110,081 | 12,160 | 1.26% | 1.0% | 241 | +11,775 | 11.98% | Q1 2026 | Apr 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 108,968 | 12,037 | 0.26% | 0.23% | 242 | -600 | -0.55% | Q1 2026 | May 15, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 108,147 | 11,947 | 3.49% | 3.35% | 243 | -4,155 | -3.7% | Q1 2026 | May 07, 2026 |
| Burk Holdings LLC | History | Added to | 107,731 | 11,901 | 5.1% | 5.05% | 244 | +3,903 | 3.76% | Q1 2026 | May 07, 2026 |
| Dakota Wealth Management | History | Reduced | 106,601 | 11,776 | 0.25% | 0.22% | 245 | -13,527 | -11.26% | Q1 2026 | May 07, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 106,319 | 11,745 | 6.9% | 6.74% | 246 | +1,583 | 1.51% | Q1 2026 | Apr 21, 2026 |
| Alliance Wealth Advisors, LLC | History | Reduced | 106,175 | 11,729 | 5.14% | 4.72% | 247 | -352 | -0.33% | Q1 2026 | May 13, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 105,409 | 11,645 | 0.48% | 0.44% | 248 | +9,152 | 9.51% | Q1 2026 | May 12, 2026 |
| Waterfront Wealth Inc. | History | Added to | 105,409 | 11,644 | 2.14% | 1.97% | 249 | +9,789 | 10.24% | Q1 2026 | Apr 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 105,358 | 11,638 | 0.13% | — | 250 | +105,358 | New | Q1 2026 | May 15, 2026 |
| Venture Visionary Partners LLC | History | Added to | 105,320 | 11,634 | 0.39% | 0.33% | 251 | +4,890 | 4.87% | Q1 2026 | May 14, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 104,994 | 11,598 | 1.22% | 0.04% | 252 | +101,073 | 2577.74% | Q1 2026 | May 11, 2026 |
| Bowman & Co S.C. | History | No change | 112,904 | 11,514 | 4.85% | 4.85% | 253 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| WealthCollab, LLC | History | Added to | 104,118 | 11,501 | 4.74% | 4.15% | 254 | +4,646 | 4.67% | Q1 2026 | May 13, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 103,923 | 11,480 | 0.36% | 0.26% | 255 | +26,579 | 34.36% | Q1 2026 | May 15, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 103,514 | 11,432 | 3.9% | 3.32% | 256 | +13,149 | 14.55% | Q1 2026 | Apr 14, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 103,367 | 11,418 | 3.2% | 3.27% | 257 | -105,182 | -50.44% | Q1 2026 | Apr 16, 2026 |
| Advisory Services Network, LLC | History | Reduced | 103,268 | 11,408 | 0.15% | 0.17% | 258 | -16,007 | -13.42% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 102,401 | 11,312 | 0.26% | — | 259 | +102,401 | New | Q1 2026 | Apr 27, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 102,128 | 11,282 | 0.28% | 0.28% | 260 | -681 | -0.66% | Q1 2026 | Apr 15, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 101,434 | 11,205 | 1.95% | 1.97% | 261 | -33,952 | -25.08% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 100,022 | 11,049 | 0.53% | 0.46% | 262 | +2,197 | 2.25% | Q1 2026 | May 18, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 99,175 | 10,957 | 0.14% | 0.09% | 263 | +26,510 | 36.48% | Q1 2026 | May 15, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 100,409 | 10,871 | 3.61% | 3.32% | 264 | +1,737 | 1.76% | Q1 2026 | Apr 27, 2026 |
| Nvest Wealth Strategies, Inc. | History | Reduced | 98,263 | 10,855 | 7.6% | 7.59% | 265 | -3,156 | -3.11% | Q1 2026 | Apr 13, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 97,800 | 10,803 | 4.96% | 3.33% | 266 | +5,073 | 5.47% | Q1 2026 | May 05, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 97,387 | 10,758 | 1.56% | 1.21% | 267 | +8,622 | 9.71% | Q1 2026 | May 14, 2026 |
| Stokes Family Office, LLC | History | Reduced | 96,802 | 10,693 | 1.1% | 0.99% | 268 | -8,991 | -8.5% | Q1 2026 | May 11, 2026 |
| SPWM Advisors LLC | History | Added to | 90,197 | 10,670 | 9.26% | 6.75% | 269 | +20,501 | 29.41% | Q1 2026 | May 14, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 96,364 | 10,645 | 4.4% | 4.05% | 270 | -2,308 | -2.34% | Q1 2026 | May 07, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 96,183 | 10,625 | 1.75% | 1.63% | 271 | -862 | -0.89% | Q1 2026 | Apr 29, 2026 |
| COMMERCE BANK | History | Added to | 96,124 | 10,618 | 0.05% | 0.0% | 272 | +92,309 | 2419.63% | Q1 2026 | May 11, 2026 |
| True Wealth Design, LLC | History | Added to | 96,036 | 10,609 | 2.94% | 2.71% | 273 | +5,282 | 5.82% | Q1 2026 | Apr 13, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 96,017 | 10,607 | 2.2% | 1.97% | 274 | +2,689 | 2.88% | Q1 2026 | May 08, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 95,190 | 10,515 | 2.2% | 2.04% | 275 | +354 | 0.37% | Q1 2026 | Apr 21, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 94,997 | 10,494 | 2.75% | 2.55% | 276 | +2,294 | 2.47% | Q1 2026 | Apr 10, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 93,422 | 10,320 | 0.53% | 0.48% | 277 | +4,299 | 4.82% | Q1 2026 | Apr 21, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 93,276 | 10,304 | 4.27% | 3.24% | 278 | +18,323 | 24.45% | Q1 2026 | Apr 13, 2026 |
| Pacific Life Fund Advisors LLC | History | Added to | 92,239 | 10,189 | 1.17% | 0.79% | 279 | +17,055 | 22.68% | Q1 2026 | May 01, 2026 |
| BSW Wealth Partners | History | Added to | 91,857 | 10,147 | 1.24% | 1.12% | 280 | +71 | 0.08% | Q1 2026 | Apr 14, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 90,911 | 10,042 | 2.16% | 2.07% | 281 | +1,086 | 1.21% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Added to | 88,966 | 9,828 | 1.28% | 1.16% | 282 | +1,591 | 1.82% | Q1 2026 | May 01, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Reduced | 88,141 | 9,736 | 7.9% | 7.65% | 283 | -2,069 | -2.29% | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 87,970 | 9,718 | 0.08% | 0.13% | 284 | -85,622 | -49.32% | Q1 2026 | May 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 87,865 | 9,706 | 1.05% | 0.95% | 285 | +2,618 | 3.07% | Q1 2026 | May 12, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 87,778 | 9,696 | 1.64% | 1.52% | 286 | +1,652 | 1.92% | Q1 2026 | May 01, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 87,664 | 9,684 | 0.05% | 0.05% | 287 | -1,720 | -1.92% | Q1 2026 | May 14, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 87,547 | 9,671 | 4.2% | 3.78% | 288 | +3,230 | 3.83% | Q1 2026 | May 12, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 87,438 | 9,659 | 3.84% | 3.16% | 289 | +11,444 | 15.06% | Q1 2026 | Apr 24, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 86,688 | 9,576 | 0.3% | 0.27% | 290 | +5,045 | 6.18% | Q1 2026 | May 11, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 86,229 | 9,525 | 4.69% | 4.17% | 291 | +7,105 | 8.98% | Q1 2026 | Apr 17, 2026 |
| Strategic Blueprint, LLC | History | Added to | 85,299 | 9,423 | 0.55% | 0.51% | 292 | +773 | 0.91% | Q1 2026 | Apr 29, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 85,114 | 9,402 | 0.73% | 0.73% | 293 | -5,415 | -5.98% | Q1 2026 | May 07, 2026 |
| Mutual Advisors, LLC | History | Added to | 84,382 | 9,321 | 0.2% | 0.17% | 294 | +5,529 | 7.01% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 84,253 | 9,307 | 0.57% | — | 295 | +84,253 | New | Q1 2026 | Apr 28, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 84,041 | 9,284 | 3.65% | 3.43% | 296 | -1,025 | -1.2% | Q1 2026 | May 04, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 82,628 | 9,127 | 4.94% | 4.75% | 297 | +1,420 | 1.75% | Q1 2026 | May 14, 2026 |
| Bridgewealth Advisory Group, LLC | History | Added to | 82,587 | 9,123 | 1.89% | 1.71% | 298 | +6,654 | 8.76% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 82,348 | 9,097 | 0.01% | 0.0% | 299 | +74,374 | 932.71% | Q1 2026 | May 15, 2026 |
| Greenspring Advisors, LLC | History | Added to | 81,651 | 9,019 | 0.55% | 0.49% | 300 | +4,098 | 5.28% | Q1 2026 | May 04, 2026 |