EA Series Trust - BOXX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,406,217 | 163,486 | 0.33% | 0.38% | 1 | -1,011,828 | -41.84% | Q1 2026 | Apr 08, 2026 |
| Empowered Funds, LLC | History | Added to | 959,025 | 111,525 | 0.71% | 0.57% | 2 | +667,207 | 228.64% | Q1 2026 | May 14, 2026 |
| Cache Advisors, LLC | History | New | 1,872,926 | 88,102 | 10.18% | — | 3 | +1,872,926 | New | Q1 2026 | Apr 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 601,391 | 69,935 | 0.12% | 0.13% | 4 | -4,580 | -0.76% | Q1 2026 | May 14, 2026 |
| True Wealth Design, LLC | History | Added to | 497,031 | 57,799 | 16.04% | 16.07% | 5 | +20,745 | 4.36% | Q1 2026 | Apr 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 459,235 | 53,404 | 0.14% | 0.15% | 6 | -41,712 | -8.33% | Q1 2026 | Apr 30, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | Added to | 428,686 | 49,851 | 17.07% | 18.88% | 7 | +19,322 | 4.72% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 456,811 | 47,478 | 0.05% | 0.04% | 8 | +115,860 | 33.98% | Q1 2026 | May 05, 2026 |
| Client First Investment Management LLC | History | Added to | 406,866 | 47,314 | 24.6% | 8.44% | 9 | +267,109 | 191.12% | Q1 2026 | Apr 10, 2026 |
| Ethos Financial Group, LLC | History | Added to | 404,551 | 47,044 | 3.44% | 2.7% | 10 | +86,610 | 27.24% | Q1 2026 | May 05, 2026 |
| BLB&B Advisors, LLC | History | New | 902,637 | 44,175 | 1.82% | — | 11 | +902,637 | New | Q1 2026 | Apr 28, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 337,673 | 39,267 | 7.47% | 5.54% | 12 | +19,898 | 6.26% | Q1 2026 | May 11, 2026 |
| ADAR1 Capital Management, LLC | History | No change | 337,125 | 39,204 | 2.31% | 2.85% | 13 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 311,721 | 36,250 | 0.86% | — | 14 | +311,721 | New | Q1 2026 | May 11, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 412,559 | 33,062 | 2.04% | 1.43% | 15 | +228,019 | 123.56% | Q1 2026 | Apr 28, 2026 |
| Opus Capital Group, LLC | History | Added to | 284,266 | 33,057 | 3.56% | 3.31% | 16 | +18,645 | 7.02% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Reduced | 282,725 | 32,878 | 0.04% | 0.05% | 17 | -101,646 | -26.44% | Q1 2026 | May 13, 2026 |
| Whitcomb & Hess, Inc. | History | Added to | 280,582 | 32,628 | 7.61% | 6.86% | 18 | +28,404 | 11.26% | Q1 2026 | Apr 08, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 223,044 | 25,937 | 16.96% | 15.97% | 19 | -6,485 | -2.83% | Q1 2026 | Apr 28, 2026 |
| Aviso Financial Inc. | History | New | 222,229 | 25,843 | 0.92% | — | 20 | +222,229 | New | Q1 2026 | May 13, 2026 |
| Cynosure Group, LLC | History | Reduced | 222,141 | 25,832 | 3.23% | 3.6% | 21 | -85,456 | -27.78% | Q1 2026 | May 13, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 212,011 | 24,654 | 2.05% | 1.85% | 22 | +20,178 | 10.52% | Q1 2026 | Apr 13, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 210,627 | 24,493 | 2.33% | 2.27% | 23 | +4,005 | 1.94% | Q1 2026 | Apr 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 206,501 | 24,014 | 1.81% | 1.92% | 24 | -94 | -0.05% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Reduced | 196,295 | 22,827 | 0.06% | 0.07% | 25 | -28,276 | -12.59% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 185,852 | 21,612 | 0.06% | 0.04% | 26 | +44,895 | 31.85% | Q1 2026 | May 04, 2026 |
| Castellan Group | History | Added to | 177,481 | 20,639 | 2.84% | 1.39% | 27 | +81,405 | 84.73% | Q1 2026 | Apr 23, 2026 |
| Peterson Wealth Advisors, LLC | History | Added to | 165,908 | 19,293 | 2.57% | 2.18% | 28 | +23,584 | 16.57% | Q1 2026 | Apr 09, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 165,049 | 19,193 | 1.21% | 1.32% | 29 | -6,638 | -3.87% | Q1 2026 | May 15, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Added to | 186,947 | 19,015 | 4.54% | 3.94% | 30 | +41,599 | 28.62% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 157,190 | 18,279 | 0.09% | 0.04% | 31 | +74,468 | 90.02% | Q1 2026 | Apr 24, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 344,542 | 17,188 | 1.73% | 0.05% | 32 | +340,499 | 8421.94% | Q1 2026 | Apr 30, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 144,816 | 16,840 | 1.39% | 1.27% | 33 | +19,480 | 15.54% | Q1 2026 | May 05, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 134,014 | 15,584 | 3.64% | 3.59% | 34 | +6,257 | 4.9% | Q1 2026 | Apr 24, 2026 |
| Well Done, LLC | History | Added to | 121,520 | 14,131 | 2.08% | 0.47% | 35 | +94,071 | 342.71% | Q1 2026 | Apr 14, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 121,485 | 14,115 | 1.06% | 0.76% | 36 | +13,416 | 12.41% | Q1 2026 | May 20, 2026 |
| Kalehua Capital Management LLC | History | Reduced | 118,422 | 13,771 | 11.61% | 26.27% | 37 | -112,365 | -48.69% | Q1 2026 | May 15, 2026 |
| Aspect Partners, LLC | History | Added to | 117,180 | 13,626 | 5.57% | 5.2% | 38 | +14,025 | 13.6% | Q1 2026 | Apr 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 114,362 | 13,289 | 0.13% | 0.14% | 39 | +4,597 | 4.19% | Q1 2026 | Apr 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 111,671 | 12,986 | 0.02% | 0.01% | 40 | +80,865 | 262.5% | Q1 2026 | May 15, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 109,680 | 12,754 | 0.71% | 0.29% | 41 | +69,819 | 175.16% | Q1 2026 | Apr 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 104,908 | 12,199 | 0.01% | 0.01% | 42 | +20,260 | 23.93% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 103,513 | 12,037 | 0.28% | 0.32% | 43 | -11,655 | -10.12% | Q1 2026 | May 15, 2026 |
| Allen Capital Group, LLC | History | No change | 103,633 | 11,928 | 1.09% | 1.09% | 44 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Commerce Advisors, LLC | History | New | 98,405 | 11,443 | 9.62% | — | 45 | +98,405 | New | Q1 2026 | May 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 97,170 | 11,299 | 0.69% | 0.01% | 46 | +94,867 | 4119.28% | Q1 2026 | Apr 28, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 96,438 | 11,214 | 0.15% | 0.16% | 47 | -311 | -0.32% | Q1 2026 | May 12, 2026 |
| Weaver Consulting Group | History | Added to | 95,044 | 11,052 | 2.63% | 1.91% | 48 | +27,250 | 40.2% | Q1 2026 | May 15, 2026 |
| Altiora Financial Group, LLC | History | Added to | 94,975 | 11,044 | 1.82% | 1.14% | 49 | +37,330 | 64.76% | Q1 2026 | May 08, 2026 |
| Stokes Family Office, LLC | History | Reduced | 90,178 | 10,486 | 1.08% | 1.14% | 50 | -17,664 | -16.38% | Q1 2026 | May 11, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | New | 90,000 | 10,466 | 6.71% | — | 51 | +90,000 | New | Q1 2026 | May 15, 2026 |
| Gradient Investments LLC | History | Added to | 89,887 | 10,452 | 0.16% | 0.13% | 52 | +20,592 | 29.72% | Q1 2026 | Apr 13, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 86,092 | 10,011 | 1.06% | 0.9% | 53 | +8,340 | 10.73% | Q1 2026 | Apr 09, 2026 |
| Mutual Advisors, LLC | History | Added to | 85,965 | 9,996 | 0.21% | 0.21% | 54 | +748 | 0.88% | Q1 2026 | May 01, 2026 |
| Ferguson Shapiro LLC | History | Reduced | 84,113 | 9,781 | 2.98% | 3.13% | 55 | -4,324 | -4.89% | Q1 2026 | Apr 23, 2026 |
| Innova Wealth Partners | History | Added to | 81,168 | 9,439 | 4.47% | 3.98% | 56 | +12,633 | 18.43% | Q1 2026 | Apr 24, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 80,928 | 9,411 | 5.75% | 5.85% | 57 | +6,177 | 8.26% | Q1 2026 | Apr 20, 2026 |
| Able Wealth Management LLC | History | Added to | 77,668 | 9,032 | 2.41% | 1.58% | 58 | +34,158 | 78.51% | Q1 2026 | Apr 24, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 76,629 | 8,911 | 0.07% | 0.05% | 59 | +11,233 | 17.18% | Q1 2026 | May 11, 2026 |
| NWAM LLC | History | Reduced | 71,745 | 8,343 | 0.48% | 0.46% | 60 | -239 | -0.33% | Q1 2026 | May 04, 2026 |
| MATHER GROUP, LLC. | History | Added to | 71,136 | 8,272 | 0.08% | 0.0% | 61 | +68,742 | 2871.43% | Q1 2026 | Apr 13, 2026 |
| AdvisorShares Investments LLC | History | New | 70,000 | 8,140 | 1.48% | — | 62 | +70,000 | New | Q1 2026 | Apr 28, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 69,055 | 8,030 | 0.8% | 0.36% | 63 | +37,813 | 121.03% | Q1 2026 | Apr 30, 2026 |
| Private Advisory Group LLC | History | Reduced | 67,925 | 7,898 | 0.52% | 0.97% | 64 | -39,225 | -36.61% | Q1 2026 | May 08, 2026 |
| Everest Management Corp. | History | New | 158,603 | 7,762 | 3.93% | — | 65 | +158,603 | New | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 66,244 | 7,703 | 0.01% | 0.01% | 66 | -7,108 | -9.69% | Q1 2026 | Apr 27, 2026 |
| Aerodigm Wealth, LLC | History | New | 66,219 | 7,700 | 2.9% | — | 67 | +66,219 | New | Q1 2026 | Apr 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 65,380 | 7,603 | 0.09% | 0.05% | 68 | +32,583 | 99.35% | Q1 2026 | Apr 20, 2026 |
| Encompass More Asset Management | History | Added to | 64,468 | 7,496 | 1.26% | 0.19% | 69 | +55,296 | 602.88% | Q1 2026 | Apr 28, 2026 |
| Flatrock Wealth Partners LLC | History | New | 63,719 | 7,409 | 3.33% | — | 70 | +63,719 | New | Q1 2026 | Apr 29, 2026 |
| Norris Financial Group, LLC | History | Added to | 63,568 | 7,392 | 2.41% | 2.4% | 71 | +2,094 | 3.41% | Q1 2026 | May 20, 2026 |
| Avondale Wealth Management | History | Reduced | 63,431 | 7,376 | 3.63% | 4.12% | 72 | -6,218 | -8.93% | Q1 2026 | Apr 14, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 61,101 | 7,105 | 0.11% | — | 73 | +61,101 | New | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 59,606 | 6,931 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Transcendent Capital Group LLC | History | Added to | 59,170 | 6,880 | 3.14% | 2.27% | 75 | +15,591 | 35.78% | Q1 2026 | Apr 27, 2026 |
| EPACRIA CAPITAL PARTNERS, LLC | History | Added to | 59,046 | 6,866 | 5.32% | 5.25% | 76 | +1,416 | 2.46% | Q1 2026 | May 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 59,007 | 6,861 | 0.43% | 0.34% | 77 | +11,214 | 23.46% | Q1 2026 | May 15, 2026 |
| Apeiron RIA LLC | History | Added to | 58,759 | 6,833 | 1.58% | 1.07% | 78 | +12,947 | 28.26% | Q1 2026 | Apr 27, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 58,417 | 6,518 | 2.68% | 2.71% | 79 | +7,819 | 15.45% | Q1 2026 | Apr 22, 2026 |
| Belpointe Asset Management LLC | History | Added to | 55,187 | 6,417 | 0.23% | 0.11% | 80 | +27,839 | 101.8% | Q1 2026 | Apr 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 70,082 | 6,409 | 0.03% | 0.04% | 81 | +23,927 | 51.84% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 57,597 | 6,369 | 0.0% | 0.0% | 82 | -51,801 | -47.35% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 54,675 | 6,358 | 0.02% | 0.01% | 83 | +760 | 1.41% | Q1 2026 | Apr 22, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 52,965 | 6,159 | 1.11% | 0.61% | 84 | +20,120 | 61.26% | Q1 2026 | Apr 29, 2026 |
| Brookstone Capital Management | History | Reduced | 52,061 | 6,054 | 0.07% | 0.07% | 85 | -63 | -0.12% | Q1 2026 | Apr 16, 2026 |
| Astra Wealth Partners LLC | History | Reduced | 51,459 | 5,984 | 3.57% | 3.51% | 86 | -422 | -0.81% | Q1 2026 | May 06, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 50,983 | 5,928 | 0.64% | 0.55% | 87 | +8,395 | 19.71% | Q1 2026 | Apr 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 50,651 | 5,890 | 0.0% | 0.0% | 88 | -14,708 | -22.5% | Q1 2026 | May 04, 2026 |
| Pearl Planning LLC | History | Added to | 50,006 | 5,815 | 3.11% | 3.46% | 89 | +843 | 1.71% | Q1 2026 | Apr 30, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 49,252 | 5,727 | 0.22% | 0.07% | 90 | +29,902 | 154.53% | Q1 2026 | Apr 21, 2026 |
| Seed Wealth Management, Inc. | History | Added to | 47,605 | 5,535 | 3.81% | 2.9% | 91 | +11,049 | 30.22% | Q1 2026 | Apr 08, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | New | 47,475 | 5,520 | 0.06% | — | 92 | +47,475 | New | Q1 2026 | May 15, 2026 |
| LifeGoal Investments, LLC | History | Added to | 47,189 | 5,483 | 3.14% | 1.67% | 93 | +25,638 | 118.96% | Q1 2026 | Apr 14, 2026 |
| RHS Financial, LLC | History | Added to | 46,798 | 5,442 | 2.58% | 2.32% | 94 | +5,554 | 13.47% | Q1 2026 | Apr 28, 2026 |
| TopTier Wealth Management, LLC | History | Reduced | 45,377 | 5,276 | 3.24% | 3.64% | 95 | -1,152 | -2.48% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Added to | 45,253 | 5,262 | 0.08% | 0.08% | 96 | +824 | 1.85% | Q1 2026 | Apr 27, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 45,510 | 5,238 | 3.05% | 3.05% | 97 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ATLas Financial Planning LLC | History | Added to | 44,492 | 5,173 | 4.64% | 4.94% | 98 | +731 | 1.67% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 43,765 | 5,089 | 0.04% | 0.05% | 99 | +4,132 | 10.43% | Q1 2026 | May 15, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 43,106 | 5,012 | 1.1% | 0.45% | 100 | +26,008 | 152.11% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | New | 42,915 | 4,990 | 0.01% | — | 101 | +42,915 | New | Q1 2026 | May 14, 2026 |
| ENZI WEALTH | History | Added to | 42,490 | 4,941 | 1.72% | 1.42% | 102 | +7,587 | 21.74% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 42,317 | 4,920 | 0.01% | 0.01% | 103 | +7,884 | 22.9% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 41,887 | 4,871 | 0.01% | 0.01% | 104 | +3,923 | 10.33% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 41,206 | 4,791 | 0.02% | 0.02% | 105 | +6,425 | 18.47% | Q1 2026 | Apr 30, 2026 |
| Invst, LLC | History | Added to | 39,622 | 4,607 | 0.52% | 0.48% | 106 | +907 | 2.34% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 38,968 | 4,531 | 0.01% | 0.01% | 107 | -9,511 | -19.62% | Q1 2026 | May 14, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 38,786 | 4,510 | 0.72% | 0.75% | 108 | +3,022 | 8.45% | Q1 2026 | Apr 30, 2026 |
| Ledyard National Bank | History | New | 91,951 | 4,500 | 0.39% | — | 109 | +91,951 | New | Q1 2026 | Apr 24, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Reduced | 38,691 | 4,499 | 1.41% | 2.13% | 110 | -17,429 | -31.06% | Q1 2026 | May 13, 2026 |
| TCFG Investment Advisors, LLC | History | New | 37,849 | 4,401 | 1.65% | — | 112 | +37,849 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 37,849 | 4,401 | 1.65% | 1.69% | 111 | +235 | 0.62% | Q1 2026 | Apr 23, 2026 |
| Black Swift Group, LLC | History | Reduced | 37,800 | 4,395 | 0.77% | 1.15% | 113 | -22,225 | -37.03% | Q1 2026 | Apr 24, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 36,989 | 4,301 | 0.68% | 0.72% | 114 | -1,197 | -3.13% | Q1 2026 | May 07, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 36,307 | 4,222 | 0.54% | 0.57% | 115 | -1,700 | -4.47% | Q1 2026 | May 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 35,197 | 4,093 | 0.04% | — | 116 | +35,197 | New | Q1 2026 | May 13, 2026 |
| Wealth Management Nebraska | History | Added to | 34,655 | 4,030 | 0.41% | 0.4% | 117 | +4,333 | 14.29% | Q1 2026 | May 15, 2026 |
| Main Street Group, LTD | History | Reduced | 32,873 | 3,822 | 1.12% | 1.57% | 118 | -6,791 | -17.12% | Q1 2026 | May 06, 2026 |
| Gotham Asset Management, LLC | History | New | 32,424 | 3,770 | 0.01% | — | 119 | +32,424 | New | Q1 2026 | May 15, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 54,532 | 3,741 | 0.8% | 0.26% | 120 | +43,903 | 413.05% | Q1 2026 | Apr 10, 2026 |
| Prospera Financial Services Inc | History | Reduced | 31,081 | 3,614 | 0.06% | 0.06% | 121 | -246 | -0.79% | Q1 2026 | Apr 14, 2026 |
| BWM Planning, LLC | History | Added to | 30,563 | 3,554 | 0.94% | 0.94% | 122 | +43 | 0.14% | Q1 2026 | Apr 21, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 30,479 | 3,544 | 0.14% | 0.09% | 123 | +13,180 | 76.19% | Q1 2026 | May 12, 2026 |
| Freedom Day Solutions, LLC | History | Added to | 28,825 | 3,352 | 0.9% | 0.59% | 124 | +9,825 | 51.71% | Q1 2026 | May 05, 2026 |
| BXM Wealth LLC | History | Reduced | 28,490 | 3,313 | 2.55% | 2.51% | 125 | -266,177 | -90.33% | Q1 2026 | Apr 23, 2026 |
| Valley Financial Group, Inc. | History | Added to | 27,998 | 3,255 | 1.76% | 0.82% | 126 | +15,241 | 119.47% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 27,518 | 3,167 | 0.06% | 0.06% | 127 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 35,477 | 3,161 | 0.06% | 0.01% | 128 | +31,966 | 910.45% | Q1 2026 | Apr 10, 2026 |
| Sherman Wealth Management LLC | History | Added to | 26,592 | 3,092 | 2.66% | 1.65% | 129 | +10,132 | 61.56% | Q1 2026 | Apr 13, 2026 |
| Family CFO Inc | History | New | 63,129 | 3,089 | 1.38% | — | 130 | +63,129 | New | Q1 2026 | Apr 28, 2026 |
| Waterloo Capital, L.P. | History | New | 26,482 | 3,079 | 0.22% | — | 131 | +26,482 | New | Q1 2026 | May 12, 2026 |
| JPL Wealth Management, LLC | History | Added to | 46,441 | 2,971 | 0.68% | 0.2% | 132 | +39,315 | 551.71% | Q1 2026 | May 08, 2026 |
| Diversified Enterprises, LLC | History | New | 60,080 | 2,940 | 0.16% | — | 134 | +60,080 | New | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 25,288 | 2,940 | 0.02% | 0.02% | 133 | -1,863 | -6.86% | Q1 2026 | Apr 27, 2026 |
| Friedenthal Financial | History | Added to | 25,197 | 2,930 | 1.47% | 1.08% | 135 | +7,028 | 38.68% | Q1 2026 | Apr 20, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 25,076 | 2,916 | 1.4% | 1.48% | 136 | -1,208 | -4.6% | Q1 2026 | May 12, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 24,884 | 2,893 | 0.38% | 0.03% | 137 | +22,864 | 1131.88% | Q1 2026 | Apr 10, 2026 |
| Rossby Financial, LCC | History | New | 24,599 | 2,858 | 0.58% | — | 138 | +24,599 | New | Q1 2026 | May 11, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 44,238 | 2,816 | 0.1% | 0.03% | 139 | +37,834 | 590.79% | Q1 2026 | May 06, 2026 |
| Wedmont Private Capital | History | Added to | 23,492 | 2,731 | 0.09% | 0.06% | 140 | +8,628 | 58.05% | Q1 2026 | Apr 09, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 38,073 | 2,711 | 0.46% | 0.14% | 141 | +30,990 | 437.53% | Q1 2026 | May 05, 2026 |
| Elevated Financial Group LLC | History | Added to | 23,259 | 2,704 | 0.88% | 0.73% | 142 | +4,930 | 26.9% | Q1 2026 | May 11, 2026 |
| Hershey Financial Advisers, LLC | History | Reduced | 22,872 | 2,659 | 2.3% | 3.69% | 143 | -15,078 | -39.73% | Q1 2026 | May 06, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 22,212 | 2,583 | 0.2% | 0.4% | 144 | -14,656 | -39.75% | Q1 2026 | Apr 16, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 21,707 | 2,524 | 0.08% | 0.08% | 145 | -1,305 | -5.67% | Q1 2026 | Apr 08, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 21,656 | 2,518 | 0.06% | 0.04% | 146 | +7,576 | 53.81% | Q1 2026 | Apr 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 21,031 | 2,445 | 0.09% | 0.1% | 147 | -4,498 | -17.62% | Q1 2026 | Apr 14, 2026 |
| Arcus Capital Partners, LLC | History | Reduced | 20,600 | 2,395 | 0.86% | 1.38% | 148 | -12,925 | -38.55% | Q1 2026 | May 06, 2026 |
| Empirical Finance, LLC | History | New | 20,382 | 2,370 | 0.11% | — | 149 | +20,382 | New | Q1 2026 | May 14, 2026 |
| XY Planning Network, Inc. | History | Added to | 20,145 | 2,341 | 0.37% | 0.06% | 150 | +17,332 | 616.14% | Q1 2026 | Apr 14, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 20,095 | 2,337 | 0.28% | 0.03% | 151 | +18,280 | 1007.16% | Q1 2026 | Apr 22, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 19,850 | 2,308 | 0.25% | 0.43% | 152 | -11,491 | -36.66% | Q1 2026 | May 12, 2026 |
| Schiavi & Co LLC | History | No change | 19,374 | 2,253 | 0.67% | 0.72% | 153 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 19,357 | 2,251 | 0.02% | 0.02% | 154 | +1,305 | 7.23% | Q1 2026 | May 01, 2026 |
| Dynamic Financial Group | History | Added to | 18,997 | 2,209 | 1.81% | 1.22% | 155 | +6,564 | 52.79% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Reduced | 18,905 | 2,198 | 0.02% | 0.04% | 156 | -14,829 | -43.96% | Q1 2026 | May 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 18,884 | 2,196 | 0.06% | 0.1% | 157 | -12,956 | -40.69% | Q1 2026 | Apr 07, 2026 |
| January Capital Advisors LLC | History | New | 18,709 | 2,175 | 2.93% | — | 158 | +18,709 | New | Q1 2026 | May 20, 2026 |
| Altium Investment Strategies LLC | History | New | 18,432 | 2,143 | 6.3% | — | 159 | +18,432 | New | Q1 2026 | May 05, 2026 |
| SFI Advisors, LLC | History | Added to | 18,410 | 2,140 | 2.25% | 0.94% | 161 | +5,650 | 44.28% | Q1 2026 | May 05, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 18,405 | 2,140 | 0.04% | 0.04% | 160 | -194 | -1.04% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 21,903 | 2,090 | 0.06% | 0.02% | 162 | +15,407 | 237.18% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 17,910 | 2,082 | 0.0% | 0.0% | 163 | +18 | 0.1% | Q1 2026 | May 06, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 17,877 | 2,079 | 0.06% | 0.05% | 164 | +4,451 | 33.15% | Q1 2026 | Apr 21, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 17,873 | 2,076 | 0.01% | 0.01% | 165 | -245 | -1.35% | Q1 2026 | May 12, 2026 |
| Plan Group Financial, LLC | History | Added to | 17,681 | 2,056 | 0.48% | 0.25% | 166 | +9,331 | 111.75% | Q1 2026 | Apr 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 17,150 | 1,994 | 0.06% | 0.04% | 167 | +2,500 | 17.06% | Q1 2026 | Apr 28, 2026 |
| Ascentis Independent Advisors | History | Added to | 17,125 | 1,991 | 0.15% | 0.1% | 168 | +11,700 | 215.67% | Q1 2026 | Apr 28, 2026 |
| Sowell Financial Services LLC | History | Reduced | 16,673 | 1,938 | 0.07% | 0.07% | 169 | -830 | -4.74% | Q1 2026 | Apr 20, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 16,405 | 1,907 | 0.0% | 0.0% | 170 | -9,250 | -36.06% | Q1 2026 | May 12, 2026 |
| Nicholas Wealth, LLC. | History | Added to | 15,879 | 1,846 | 1.27% | 0.4% | 171 | +10,692 | 206.13% | Q1 2026 | Apr 22, 2026 |
| Morse Asset Management, Inc | History | Reduced | 15,622 | 1,816 | 0.38% | 0.39% | 172 | -1,450 | -8.49% | Q1 2026 | May 14, 2026 |
| Integrity Investment Advisors, LLC | History | Reduced | 15,463 | 1,798 | 0.97% | 0.99% | 173 | -158 | -1.01% | Q1 2026 | Apr 29, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 15,439 | 1,795 | 1.2% | 0.62% | 175 | +7,781 | 101.61% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Wealth | History | Reduced | 15,425 | 1,795 | 0.0% | 0.0% | 174 | -1,519 | -8.96% | Q1 2026 | May 14, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 15,173 | 1,764 | 0.4% | 0.3% | 176 | +4,293 | 39.46% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 35,500 | 1,737 | 0.0% | 0.0% | 177 | +31,885 | 882.02% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 14,841 | 1,725 | 0.03% | 0.04% | 178 | -4,090 | -21.6% | Q1 2026 | Apr 14, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 14,807 | 1,721 | 0.95% | 1.01% | 179 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 14,617 | 1,699 | 0.01% | 0.01% | 180 | -10,982 | -42.9% | Q1 2026 | May 14, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 14,535 | 1,690 | 1.39% | 1.28% | 181 | +946 | 6.96% | Q1 2026 | Apr 28, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 14,352 | 1,668 | 0.02% | 0.03% | 182 | -8,783 | -37.96% | Q1 2026 | May 08, 2026 |
| Vestment Financial LLC | History | Added to | 14,269 | 1,661 | 0.78% | 0.45% | 183 | +6,804 | 91.15% | Q1 2026 | May 01, 2026 |
| RESOLUTE CAPITAL, LLC | History | Reduced | 14,036 | 1,632 | 0.66% | 0.76% | 184 | -1,719 | -10.91% | Q1 2026 | May 12, 2026 |
| SVRN Asset Management, LLC | History | Added to | 13,442 | 1,563 | 1.51% | 1.0% | 185 | +2,901 | 27.52% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | New | 13,419 | 1,560 | 0.04% | — | 186 | +13,419 | New | Q1 2026 | May 11, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 12,970 | 1,508 | 0.5% | 0.48% | 187 | +363 | 2.88% | Q1 2026 | Apr 21, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 12,936 | 1,504 | 1.47% | 1.47% | 188 | -83 | -0.64% | Q1 2026 | May 13, 2026 |
| One Degree Advisors Inc | History | New | 30,699 | 1,502 | 0.39% | — | 189 | +30,699 | New | Q1 2026 | May 01, 2026 |
| Foundry Financial LLC | History | New | 29,860 | 1,461 | 0.62% | — | 190 | +29,860 | New | Q1 2026 | Apr 21, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 12,354 | 1,436 | 0.4% | 0.39% | 191 | -139 | -1.11% | Q1 2026 | Apr 27, 2026 |
| Vontobel Holding Ltd. | History | Added to | 12,000 | 1,394 | 0.0% | 0.0% | 192 | +9,000 | 300.0% | Q1 2026 | May 08, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 11,784 | 1,370 | 0.01% | 0.01% | 193 | -3,216 | -21.44% | Q1 2026 | May 12, 2026 |
| ETF Store, Inc. | History | Reduced | 11,686 | 1,358 | 1.32% | 1.42% | 194 | -400 | -3.31% | Q1 2026 | Apr 30, 2026 |
| Marex Group plc | History | Added to | 11,600 | 1,348 | 0.01% | 0.01% | 195 | +3,000 | 34.88% | Q1 2026 | May 13, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 11,556 | 1,343 | 0.33% | 0.33% | 196 | +1,825 | 18.75% | Q1 2026 | Apr 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 11,439 | 1,330 | 0.07% | — | 197 | +11,439 | New | Q1 2026 | Apr 30, 2026 |
| United Advisor Group, LLC | History | Added to | 11,232 | 1,306 | 0.16% | 0.16% | 198 | +260 | 2.37% | Q1 2026 | Apr 17, 2026 |
| Kesler, Norman & Wride, LLC | History | Added to | 11,196 | 1,301 | 0.22% | 0.19% | 200 | +1,714 | 18.08% | Q1 2026 | May 06, 2026 |
| Smart Money Group LLC | History | No change | 11,196 | 1,301 | 0.38% | 0.38% | 199 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 11,163 | 1,298 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Added to | 11,122 | 1,293 | 0.54% | 0.49% | 202 | +84 | 0.76% | Q1 2026 | May 07, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 11,009 | 1,280 | 0.07% | 0.1% | 203 | -3,435 | -23.78% | Q1 2026 | May 14, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 10,940 | 1,272 | 0.22% | 0.17% | 204 | +2,090 | 23.62% | Q1 2026 | Apr 28, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 10,753 | 1,250 | 0.25% | 0.13% | 205 | +5,241 | 95.08% | Q1 2026 | Apr 13, 2026 |
| &PARTNERS | History | Added to | 9,571 | 1,240 | 0.01% | 0.01% | 206 | +807 | 9.21% | Q1 2026 | May 15, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 10,193 | 1,185 | 0.23% | 0.28% | 207 | -1,350 | -11.7% | Q1 2026 | May 15, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 9,694 | 1,127 | 0.55% | 0.55% | 208 | +106 | 1.11% | Q1 2026 | May 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 9,665 | 1,123 | 0.07% | 0.05% | 209 | +1,750 | 22.11% | Q1 2026 | May 12, 2026 |
| Busey Bank | History | No change | 9,600 | 1,116 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Root Financial Partners, LLC | History | No change | 9,308 | 1,082 | 0.05% | 0.05% | 211 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cetera Investment Advisers | History | Added to | 9,255 | 1,076 | 0.0% | 0.0% | 212 | +2,301 | 33.09% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 9,076 | 1,055 | 0.01% | 0.01% | 213 | -410 | -4.32% | Q1 2026 | Apr 20, 2026 |
| Independence Wealth Advisors, LLC | History | Added to | 8,918 | 1,037 | 0.55% | 0.44% | 214 | +2,122 | 31.22% | Q1 2026 | Apr 20, 2026 |
| STEPHENS INC /AR/ | History | No change | 8,705 | 1,012 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | New | 8,651 | 1,005 | 0.12% | — | 216 | +8,651 | New | Q1 2026 | May 14, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 8,533 | 992 | 0.1% | 0.1% | 217 | +363 | 4.44% | Q1 2026 | May 07, 2026 |
| Nicholas Hoffman & Company, LLC. | History | New | 8,529 | 991 | 0.02% | — | 218 | +8,529 | New | Q1 2026 | Apr 29, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 8,360 | 972 | 0.08% | 0.23% | 219 | -14,968 | -64.16% | Q1 2026 | May 05, 2026 |
| Swan Global Investments, LLC | History | Reduced | 8,300 | 965 | 0.03% | 0.04% | 220 | -2,500 | -23.15% | Q1 2026 | May 07, 2026 |
| RFG Advisory, LLC | History | Reduced | 8,302 | 965 | 0.02% | 0.02% | 221 | -298 | -3.47% | Q1 2026 | Apr 17, 2026 |
| Meredith Wealth Planning | History | New | 19,556 | 957 | 0.26% | — | 222 | +19,556 | New | Q1 2026 | Apr 27, 2026 |
| Cadia Private Client LLC | History | No change | 8,061 | 937 | 0.76% | 0.74% | 223 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Composition Wealth, LLC | History | No change | 8,009 | 931 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Claro Advisors Inc. | History | Added to | 7,897 | 918 | 0.11% | 0.08% | 225 | +2,823 | 55.64% | Q1 2026 | Apr 21, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 7,893 | 916 | 0.0% | 0.0% | 226 | -966 | -10.9% | Q1 2026 | May 13, 2026 |
| Bouchey Financial Group Ltd | History | New | 17,822 | 914 | 0.07% | — | 228 | +17,822 | New | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,866 | 914 | 0.01% | 0.02% | 227 | +816 | 11.57% | Q1 2026 | May 15, 2026 |
| CLG LLC | History | Added to | 7,839 | 911 | 0.23% | 0.22% | 229 | +267 | 3.53% | Q1 2026 | May 14, 2026 |
| Jessup Wealth Management, Inc | History | No change | 7,675 | 892 | 0.33% | 0.29% | 230 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Straight Path Wealth Management | History | Reduced | 7,620 | 886 | 0.24% | 0.26% | 231 | -894 | -10.5% | Q1 2026 | Apr 22, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 7,551 | 878 | 0.04% | 0.05% | 232 | -1,037 | -12.07% | Q1 2026 | May 18, 2026 |
| INNEALTA CAPITAL, LLC | History | Added to | 7,197 | 836 | 0.52% | 0.11% | 233 | +5,429 | 307.07% | Q1 2026 | May 04, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 7,188 | 827 | 0.04% | 0.04% | 234 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Luminist Capital LLC | History | Added to | 7,099 | 825 | 1.1% | 0.58% | 235 | +2,985 | 72.56% | Q1 2026 | Apr 24, 2026 |
| Kilter Group LLC | History | No change | 7,083 | 823 | 0.35% | 0.36% | 236 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | New | 6,977 | 811 | 0.04% | — | 237 | +6,977 | New | Q1 2026 | May 06, 2026 |
| Optivise Advisory Services LLC | History | Added to | 6,950 | 808 | 0.49% | 0.43% | 238 | +527 | 8.2% | Q1 2026 | Apr 15, 2026 |
| Parcion Private Wealth LLC | History | New | 6,945 | 807 | 0.05% | — | 239 | +6,945 | New | Q1 2026 | Apr 22, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 6,631 | 771 | 0.06% | 0.03% | 240 | +3,364 | 102.97% | Q1 2026 | May 11, 2026 |
| Fermata Advisors, LLC | History | Added to | 6,599 | 767 | 0.17% | 0.18% | 241 | +208 | 3.25% | Q1 2026 | Apr 08, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | New | 6,545 | 761 | 0.34% | — | 242 | +6,545 | New | Q1 2026 | Apr 22, 2026 |
| Kane Co Wealth Management, Inc. | History | Reduced | 6,427 | 747 | 0.63% | 0.66% | 243 | -125 | -1.91% | Q1 2026 | Apr 21, 2026 |
| RIA Advisory Group LLC | History | Reduced | 6,410 | 745 | 0.18% | 0.24% | 244 | -2,156 | -25.17% | Q1 2026 | Apr 23, 2026 |
| Detalus Advisors, LLC | History | Reduced | 6,283 | 730 | 0.17% | 0.18% | 245 | -49 | -0.77% | Q1 2026 | Apr 22, 2026 |
| 55 North Private Wealth, LLC | History | Reduced | 5,724 | 665 | 0.17% | 0.27% | 246 | -3,200 | -35.86% | Q1 2026 | Apr 17, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | No change | 5,451 | 633 | 1.97% | 1.9% | 247 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 5,414 | 629 | 0.09% | 0.24% | 248 | -5,334 | -49.63% | Q1 2026 | May 11, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 5,110 | 594 | 0.03% | 0.06% | 249 | -964 | -15.87% | Q1 2026 | Apr 21, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 5,099 | 593 | 0.41% | 0.41% | 250 | -9 | -0.18% | Q1 2026 | May 12, 2026 |
| Paladin Wealth, LLC | History | Added to | 5,073 | 589 | 0.41% | 0.31% | 251 | +1,111 | 28.04% | Q1 2026 | Apr 16, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,039 | 585 | 0.0% | 0.0% | 252 | +16 | 0.32% | Q1 2026 | May 14, 2026 |
| Mattson Financial Services, LLC | History | Reduced | 4,762 | 553 | 0.13% | 0.13% | 253 | -7 | -0.15% | Q1 2026 | May 11, 2026 |
| Sequent Planning LLC | History | New | 4,743 | 551 | 0.13% | — | 254 | +4,743 | New | Q1 2026 | Apr 21, 2026 |
| Larson Financial Group LLC | History | New | 4,723 | 549 | 0.02% | — | 255 | +4,723 | New | Q1 2026 | May 15, 2026 |
| Fielder Capital Group LLC | History | Added to | 4,720 | 548 | 0.12% | 0.07% | 256 | +1,815 | 62.48% | Q1 2026 | May 12, 2026 |
| Safe Harbor Wealth Advisors, LLC | History | No change | 4,732 | 547 | 0.53% | 0.53% | 257 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | New | 4,669 | 543 | 0.0% | — | 259 | +4,669 | New | Q1 2026 | May 14, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 4,726 | 543 | 0.08% | 0.08% | 258 | -99 | -2.05% | Q1 2026 | Apr 22, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 4,615 | 536 | 0.03% | 0.03% | 260 | +570 | 14.09% | Q1 2026 | Apr 20, 2026 |
| E6 Portfolios, LLC | History | Reduced | 4,495 | 522 | 0.54% | 0.6% | 261 | -63 | -1.38% | Q1 2026 | May 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | New | 10,653 | 521 | 0.17% | — | 262 | +10,653 | New | Q1 2026 | Apr 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 4,402 | 511 | 0.0% | 0.01% | 263 | -1,795 | -28.97% | Q1 2026 | May 13, 2026 |
| Argent Advisors, Inc. | History | New | 4,324 | 502 | 0.14% | — | 264 | +4,324 | New | Q1 2026 | Apr 24, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 4,185 | 487 | 0.03% | 0.04% | 265 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cerity Partners LLC | History | New | 9,874 | 483 | 0.0% | — | 266 | +9,874 | New | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 4,092 | 475 | 0.0% | 0.01% | 267 | -44,023 | -91.5% | Q1 2026 | Apr 27, 2026 |
| CoreCap Advisors, LLC | History | New | 3,993 | 464 | 0.02% | — | 268 | +3,993 | New | Q1 2026 | Apr 07, 2026 |
| Prairiewood Capital, LLC | History | New | 9,376 | 458 | 0.13% | — | 269 | +9,376 | New | Q1 2026 | Apr 16, 2026 |
| SteelPeak Wealth, LLC | History | No change | 3,897 | 453 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 3,837 | 446 | 0.03% | 0.03% | 271 | +308 | 8.73% | Q1 2026 | Apr 20, 2026 |
| Forum Financial Management, LP | History | No change | 3,773 | 438 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Compound Planning, Inc. | History | Added to | 3,724 | 433 | 0.01% | 0.01% | 273 | +555 | 17.51% | Q1 2026 | May 14, 2026 |
| ZEGA Investments, LLC | History | Added to | 3,666 | 426 | 0.05% | 0.05% | 274 | +99 | 2.78% | Q1 2026 | May 08, 2026 |
| XTX Topco Ltd | History | New | 3,649 | 424 | 0.01% | — | 275 | +3,649 | New | Q1 2026 | May 15, 2026 |
| BIP Wealth, LLC | History | Reduced | 3,605 | 419 | 0.02% | 0.02% | 276 | -1,943 | -35.02% | Q1 2026 | Apr 27, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 3,605 | 419 | 0.14% | 0.21% | 277 | +1 | 0.03% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | New | 3,592 | 417 | 0.0% | — | 278 | +3,592 | New | Q1 2026 | May 15, 2026 |
| Lavaca Capital LLC | History | Added to | 3,418 | 397 | 0.07% | 0.06% | 279 | +306 | 9.83% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 3,273 | 380 | 0.0% | 0.0% | 280 | -1,091 | -25.0% | Q1 2026 | May 07, 2026 |
| Balance Wealth, LLC | History | New | 3,142 | 365 | 0.11% | — | 281 | +3,142 | New | Q1 2026 | Apr 20, 2026 |
| Goldenstone Wealth Management LLC | History | New | 3,075 | 357 | 0.26% | — | 284 | +3,075 | New | Q1 2026 | May 08, 2026 |
| Brown Financial Advisors | History | Added to | 3,074 | 357 | 0.14% | 0.09% | 283 | +964 | 45.69% | Q1 2026 | May 15, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 3,070 | 357 | 0.16% | 0.19% | 282 | -530 | -14.72% | Q1 2026 | Apr 22, 2026 |
| IPG Investment Advisors LLC | History | No change | 3,037 | 353 | 0.06% | 0.06% | 285 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KKM Financial LLC | History | No change | 3,066 | 352 | 0.06% | 0.06% | 286 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 2,980 | 346 | 0.0% | — | 287 | +2,980 | New | Q1 2026 | Apr 30, 2026 |
| Leading Edge Financial Planning LLC | History | New | 2,920 | 339 | 0.07% | — | 288 | +2,920 | New | Q1 2026 | May 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 2,902 | 337 | 0.02% | 0.01% | 289 | +401 | 16.03% | Q1 2026 | Apr 28, 2026 |
| HC Advisors, LLC | History | New | 2,809 | 326 | 0.22% | — | 290 | +2,809 | New | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,800 | 325 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,704 | 314 | 0.0% | 0.0% | 292 | +465 | 20.77% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 2,682 | 311 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Rockwood Wealth Management, LLC | History | New | 6,352 | 310 | 0.02% | — | 294 | +6,352 | New | Q1 2026 | Apr 29, 2026 |
| Kelman-Lazarov, Inc. | History | New | 2,659 | 309 | 0.04% | — | 295 | +2,659 | New | Q1 2026 | Apr 27, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 2,630 | 305 | 0.03% | 0.03% | 296 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 2,600 | 302 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | No change | 2,533 | 294 | 0.09% | 0.1% | 298 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MKT Advisors LLC | History | No change | 2,493 | 289 | 0.1% | 0.1% | 299 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 5,550 | 271 | 0.0% | — | 300 | +5,550 | New | Q1 2026 | May 04, 2026 |