Dimensional ETF Trust - DFAC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 70,292,321 | 2,731,559 | 4.04% | 3.88% | 1 | +5,934,118 | 9.22% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 42,584,120 | 1,659,988 | 1.85% | 1.93% | 2 | -120,789 | -0.28% | Q1 2026 | May 14, 2026 |
| Forum Financial Management, LP | History | Added to | 42,328,643 | 1,644,891 | 23.27% | 21.15% | 3 | +1,259,943 | 3.07% | Q1 2026 | Apr 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 17,846,261 | 693,498 | 6.99% | 7.74% | 4 | +1,907,134 | 11.97% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 17,506,918 | 680,318 | 0.18% | 0.19% | 5 | -235,428 | -1.33% | Q1 2026 | May 06, 2026 |
| Apella Capital, LLC | History | Added to | 15,724,523 | 661,845 | 9.82% | 10.89% | 6 | +1,809,569 | 13.0% | Q1 2026 | Apr 20, 2026 |
| Greenspring Advisors, LLC | History | Added to | 13,364,540 | 519,346 | 31.65% | 32.19% | 7 | +111,529 | 0.84% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 13,259,708 | 515,272 | 0.14% | 0.14% | 8 | +1,167,601 | 9.66% | Q1 2026 | May 04, 2026 |
| Savant Capital, LLC | History | Added to | 12,388,275 | 481,408 | 2.33% | 1.81% | 9 | +4,363,314 | 54.37% | Q1 2026 | May 04, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 12,077,663 | 469,337 | 33.59% | 34.24% | 10 | +478,929 | 4.13% | Q1 2026 | Apr 29, 2026 |
| Plancorp, LLC | History | Reduced | 10,336,005 | 418,504 | 11.9% | 12.48% | 11 | -92,375 | -0.89% | Q1 2026 | Apr 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 9,231,772 | 358,746 | 43.82% | 45.64% | 12 | +120,004 | 1.32% | Q1 2026 | Apr 23, 2026 |
| Geometric Wealth Advisors | History | Added to | 8,696,860 | 337,959 | 42.32% | 43.65% | 13 | +125,891 | 1.47% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 8,337,551 | 323,997 | 0.45% | 0.42% | 14 | +380,978 | 4.79% | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Added to | 7,709,244 | 299,581 | 1.21% | 0.97% | 15 | +1,746,014 | 29.28% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 7,504,975 | 291,643 | 2.29% | 2.37% | 16 | -17,860 | -0.24% | Q1 2026 | May 01, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 6,838,156 | 265,730 | 25.19% | 26.01% | 17 | +148,780 | 2.22% | Q1 2026 | May 13, 2026 |
| Symmetry Partners, LLC | History | Added to | 6,694,957 | 260,166 | 14.86% | 15.23% | 18 | +194,476 | 2.99% | Q1 2026 | Apr 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 5,901,121 | 229,317 | 1.21% | 1.66% | 19 | -74,806 | -1.25% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,870,993 | 228,146 | 0.02% | 0.02% | 20 | +535,916 | 10.05% | Q1 2026 | May 15, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 5,546,947 | 215,554 | 11.61% | 11.55% | 21 | +66,576 | 1.21% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,433,706 | 211,153 | 0.22% | 0.25% | 22 | -304,383 | -5.3% | Q1 2026 | May 05, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 4,902,914 | 198,518 | 17.87% | 18.54% | 23 | +58,890 | 1.22% | Q1 2026 | Apr 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 5,037,164 | 195,744 | 2.17% | 2.56% | 24 | +247,918 | 5.18% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Added to | 4,952,425 | 192,451 | 6.93% | 7.07% | 25 | +108,604 | 2.24% | Q1 2026 | May 13, 2026 |
| AWM CAPITAL, LLC | History | Added to | 4,851,503 | 188,529 | 17.06% | 17.08% | 26 | +97,842 | 2.06% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 4,831,430 | 187,749 | 2.25% | 2.22% | 27 | -16,672 | -0.34% | Q1 2026 | May 06, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 4,664,603 | 181,266 | 24.65% | 25.22% | 28 | +407,978 | 9.58% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,611,433 | 179,200 | 0.06% | 0.06% | 29 | +55,020 | 1.21% | Q1 2026 | May 14, 2026 |
| Heritage Financial Services, LLC | History | No change | 4,520,404 | 178,962 | 14.94% | 14.94% | 30 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cerity Partners LLC | History | Added to | 4,461,856 | 173,415 | 0.24% | 0.23% | 31 | +466,400 | 11.67% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | No change | 4,350,772 | 172,247 | 11.31% | 11.31% | 32 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 4,414,037 | 171,529 | 0.27% | 0.29% | 33 | -226,966 | -4.89% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 4,205,759 | 163,433 | 0.23% | 0.24% | 34 | -306,421 | -6.79% | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 4,186,049 | 162,669 | 2.33% | 2.7% | 35 | -63,861 | -1.5% | Q1 2026 | Apr 10, 2026 |
| Stratos Investment Management, LLC | History | Added to | 4,182,010 | 162,512 | 6.52% | 6.45% | 36 | +117,762 | 2.9% | Q1 2026 | Apr 28, 2026 |
| Mariner, LLC | History | Added to | 4,117,890 | 160,015 | 0.19% | 0.18% | 37 | +353,224 | 9.38% | Q1 2026 | May 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 4,046,394 | 157,242 | 8.8% | 8.31% | 38 | +320,259 | 8.59% | Q1 2026 | Apr 20, 2026 |
| Austin Asset Management Co Inc | History | Added to | 4,042,822 | 157,104 | 25.83% | 26.23% | 39 | +9,629 | 0.24% | Q1 2026 | Apr 29, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 4,033,269 | 156,732 | 1.53% | 1.53% | 40 | +93,371 | 2.37% | Q1 2026 | May 08, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 3,991,743 | 155,119 | 8.33% | 8.55% | 41 | -10,472 | -0.26% | Q1 2026 | Apr 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,851,225 | 149,659 | 1.17% | 1.2% | 42 | +275,434 | 7.7% | Q1 2026 | Apr 07, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 3,835,945 | 149,064 | 11.92% | 12.89% | 43 | -129,461 | -3.26% | Q1 2026 | May 15, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 3,814,103 | 148,216 | 13.32% | 12.99% | 44 | +285,292 | 8.08% | Q1 2026 | May 14, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 3,791,506 | 147,337 | 31.76% | 32.63% | 45 | +45,668 | 1.22% | Q1 2026 | May 06, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 3,783,233 | 147,016 | 19.47% | 19.94% | 46 | +38,957 | 1.04% | Q1 2026 | Apr 21, 2026 |
| United Wealth Management, LLC | History | Added to | 3,762,717 | 146,219 | 36.35% | 36.97% | 47 | +152,796 | 4.23% | Q1 2026 | May 01, 2026 |
| Burton Enright Welch | History | Added to | 3,744,102 | 145,495 | 19.78% | 20.5% | 48 | +65,731 | 1.79% | Q1 2026 | May 01, 2026 |
| Triune Financial Partners, LLC | History | Added to | 3,684,951 | 143,197 | 34.05% | 34.52% | 49 | +54,526 | 1.5% | Q1 2026 | Apr 30, 2026 |
| Onyx Financial Advisors, LLC | History | Added to | 3,676,377 | 142,864 | 59.32% | 60.88% | 50 | +49,063 | 1.35% | Q1 2026 | Apr 14, 2026 |
| Financial Plan, Inc. | History | Added to | 3,536,742 | 137,437 | 14.73% | 15.17% | 51 | +199,681 | 5.98% | Q1 2026 | Apr 24, 2026 |
| von Borstel & Associates, Inc. | History | Added to | 3,515,498 | 136,612 | 31.26% | 31.78% | 52 | +91,210 | 2.66% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Added to | 3,427,113 | 133,178 | 0.25% | 0.25% | 53 | +155,719 | 4.76% | Q1 2026 | May 14, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 3,324,162 | 129,176 | 2.78% | 2.77% | 54 | +384,633 | 13.08% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 3,324,162 | 129,176 | 2.41% | 2.39% | 55 | +384,633 | 13.08% | Q1 2026 | May 06, 2026 |
| Zhang Financial LLC | History | Reduced | 3,263,205 | 126,808 | 4.38% | 4.9% | 56 | -58,206 | -1.75% | Q1 2026 | May 06, 2026 |
| Syverson Strege & Co | History | Reduced | 3,181,539 | 123,634 | 29.75% | 30.23% | 57 | -44,415 | -1.38% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 3,142,236 | 122,107 | 0.97% | 1.2% | 58 | +583,392 | 22.8% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 3,108,602 | 120,800 | 0.25% | 0.23% | 59 | +41,919 | 1.37% | Q1 2026 | May 14, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 3,082,266 | 119,776 | 21.62% | 22.76% | 60 | +51,223 | 1.69% | Q1 2026 | Apr 13, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 3,058,573 | 118,856 | 44.31% | 44.02% | 61 | +152,857 | 5.26% | Q1 2026 | Apr 20, 2026 |
| Core Wealth Management, Inc. | History | Added to | 3,054,577 | 118,700 | 36.37% | 37.35% | 62 | +25,856 | 0.85% | Q1 2026 | Apr 28, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,019,065 | 117,321 | 0.02% | 0.02% | 63 | -91,588 | -2.94% | Q1 2026 | May 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 3,018,682 | 117,306 | 15.49% | 15.54% | 64 | +292,808 | 10.74% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,983,695 | 116,901 | 0.24% | 0.24% | 65 | -1,362,805 | -31.35% | Q1 2026 | Apr 08, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 2,890,247 | 112,315 | 18.5% | 19.8% | 66 | -11,398 | -0.39% | Q1 2026 | May 08, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 2,858,739 | 111,090 | 6.32% | 6.7% | 67 | +32,330 | 1.14% | Q1 2026 | Apr 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 2,851,717 | 110,817 | 0.52% | 0.51% | 68 | +102,190 | 3.72% | Q1 2026 | Apr 24, 2026 |
| BetterWealth, LLC | History | Added to | 2,830,509 | 109,993 | 21.58% | 25.29% | 69 | +29,424 | 1.05% | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | Added to | 2,760,059 | 107,255 | 0.07% | 0.07% | 70 | +343,039 | 14.19% | Q1 2026 | May 12, 2026 |
| RAM Investment Partners, LLC | History | Added to | 2,739,860 | 106,470 | 18.7% | 19.56% | 71 | +8,080 | 0.3% | Q1 2026 | May 04, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 2,620,847 | 101,846 | 39.16% | 39.97% | 72 | +37,892 | 1.47% | Q1 2026 | May 01, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 2,599,253 | 101,006 | 14.64% | 15.9% | 73 | -7,087 | -0.27% | Q1 2026 | May 11, 2026 |
| Eaton-Cambridge Inc. | History | Added to | 2,595,688 | 100,868 | 31.56% | 33.18% | 74 | +41,299 | 1.62% | Q1 2026 | May 06, 2026 |
| New Capital Management LP | History | Reduced | 2,557,586 | 99,387 | 24.5% | 26.46% | 75 | -103,274 | -3.88% | Q1 2026 | Apr 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 2,493,127 | 96,882 | 3.68% | 3.47% | 76 | +89,325 | 3.72% | Q1 2026 | May 11, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 2,469,701 | 95,972 | 25.97% | 24.91% | 77 | +182,381 | 7.97% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 2,462,633 | 95,697 | 0.36% | 0.35% | 78 | +290,524 | 13.38% | Q1 2026 | Apr 30, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 2,439,644 | 94,804 | 37.96% | 39.3% | 79 | +19,060 | 0.79% | Q1 2026 | May 12, 2026 |
| Prudent Man Investment Management, Inc. | History | Reduced | 2,382,749 | 94,333 | 31.74% | 31.74% | 80 | -1,134 | -0.05% | Q1 2026 | May 04, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 2,380,620 | 92,510 | 12.7% | 13.57% | 81 | -106,396 | -4.28% | Q1 2026 | May 14, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 2,362,453 | 91,804 | 4.87% | 4.93% | 82 | +102,895 | 4.55% | Q1 2026 | Apr 27, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 2,333,696 | 90,687 | 9.55% | 11.74% | 83 | +733,307 | 45.82% | Q1 2026 | Apr 17, 2026 |
| LRI Investments, LLC | History | Reduced | 2,310,836 | 89,799 | 7.95% | 7.46% | 84 | -22,952 | -0.98% | Q1 2026 | Apr 30, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 2,299,117 | 89,343 | 25.07% | 26.08% | 85 | -2,066,078 | -47.33% | Q1 2026 | Apr 16, 2026 |
| Ruedi Wealth Management, Inc. | History | Reduced | 2,290,135 | 88,994 | 22.92% | 24.21% | 86 | -43,072 | -1.85% | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | Added to | 2,289,602 | 88,973 | 0.18% | 0.18% | 87 | +714 | 0.03% | Q1 2026 | May 06, 2026 |
| Heritage Investment Group, Inc. | History | Reduced | 2,274,675 | 88,393 | 13.38% | 13.91% | 88 | -33,751 | -1.46% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,271,718 | 88,280 | 0.13% | 0.21% | 89 | -1,345,434 | -37.2% | Q1 2026 | May 15, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Added to | 2,261,881 | 87,896 | 24.77% | 23.88% | 90 | +36,289 | 1.63% | Q1 2026 | Apr 15, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 2,255,255 | 87,639 | 29.3% | 29.04% | 91 | +301,502 | 15.43% | Q1 2026 | May 13, 2026 |
| Sensible Money, LLC | History | Added to | 2,210,467 | 85,898 | 26.13% | 25.67% | 92 | +179,968 | 8.86% | Q1 2026 | Apr 21, 2026 |
| Verisail Partners, LLC | History | Added to | 2,190,338 | 85,116 | 34.53% | 35.3% | 93 | +19,476 | 0.9% | Q1 2026 | Apr 20, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 2,189,130 | 85,069 | 16.3% | 17.02% | 94 | +67,761 | 3.19% | Q1 2026 | Apr 24, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 2,184,097 | 84,874 | 12.8% | 13.31% | 95 | +10,850 | 0.5% | Q1 2026 | Apr 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,175,911 | 84,555 | 0.04% | 0.03% | 96 | +668,236 | 44.32% | Q1 2026 | May 15, 2026 |
| Warburton Capital Management, LLC | History | Reduced | 2,031,981 | 82,518 | 40.24% | 45.47% | 97 | -1,990 | -0.1% | Q1 2026 | May 01, 2026 |
| MASECO LLP | History | Added to | 2,112,163 | 82,089 | 2.57% | 2.95% | 98 | +398,067 | 23.22% | Q1 2026 | Apr 21, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 2,042,632 | 80,867 | 3.92% | 3.83% | 99 | -12,285 | -0.6% | Q1 2026 | Apr 08, 2026 |
| Monument Group Wealth Advisors, LLC | History | Added to | 2,026,321 | 78,742 | 43.7% | 42.47% | 100 | +58,271 | 2.96% | Q1 2026 | Apr 22, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 2,022,586 | 78,595 | 21.71% | 22.09% | 101 | -158,356 | -7.26% | Q1 2026 | May 14, 2026 |
| VANCE WEALTH, LLC | History | Added to | 1,958,955 | 76,124 | 21.99% | 22.41% | 102 | +53,163 | 2.79% | Q1 2026 | May 15, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Added to | 1,938,721 | 75,338 | 25.52% | 26.69% | 103 | +64,003 | 3.41% | Q1 2026 | Apr 23, 2026 |
| One Degree Advisors Inc | History | Added to | 1,895,239 | 73,649 | 19.32% | 19.58% | 104 | +95,967 | 5.33% | Q1 2026 | May 01, 2026 |
| Planning Center, Inc. | History | Reduced | 1,877,973 | 72,978 | 7.39% | 7.77% | 105 | -43,687 | -2.27% | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Added to | 1,869,418 | 72,645 | 0.08% | 0.08% | 106 | +8,305 | 0.45% | Q1 2026 | May 13, 2026 |
| Mattern Wealth Management LLC | History | Added to | 1,853,241 | 72,016 | 14.04% | 13.97% | 107 | +19,860 | 1.08% | Q1 2026 | Apr 23, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,903,169 | 71,958 | 0.0% | 0.0% | 108 | +163,248 | 9.38% | Q1 2026 | May 13, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 1,849,146 | 71,857 | 33.82% | 37.44% | 109 | -236,505 | -11.34% | Q1 2026 | May 08, 2026 |
| CAPSTONE CAPITAL LLC | History | Added to | 1,839,261 | 71,473 | 46.03% | 46.7% | 110 | +23,859 | 1.31% | Q1 2026 | Apr 23, 2026 |
| Financial Symmetry Inc | History | Added to | 1,680,901 | 71,287 | 25.33% | 25.52% | 111 | +100,284 | 6.34% | Q1 2026 | May 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 1,831,592 | 71,175 | 0.46% | 0.47% | 112 | +11,846 | 0.65% | Q1 2026 | Apr 27, 2026 |
| Straight Path Wealth Management | History | Added to | 1,820,547 | 70,746 | 18.9% | 18.17% | 113 | +118,421 | 6.96% | Q1 2026 | Apr 22, 2026 |
| BAKER BOYER NATIONAL BANK | History | Added to | 1,810,343 | 70,349 | 21.14% | 21.36% | 114 | +23,001 | 1.29% | Q1 2026 | Apr 27, 2026 |
| Chico Wealth RIA | History | Added to | 1,795,130 | 69,758 | 42.61% | 43.44% | 115 | +110,792 | 6.58% | Q1 2026 | May 08, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 1,768,296 | 68,715 | 2.9% | 2.76% | 116 | -119,637 | -6.34% | Q1 2026 | Apr 28, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 1,718,842 | 66,794 | 0.98% | 1.08% | 117 | -80,763 | -4.49% | Q1 2026 | Apr 09, 2026 |
| WorthPointe, LLC | History | Reduced | 1,717,802 | 66,753 | 18.07% | 17.92% | 118 | -5,516 | -0.32% | Q1 2026 | May 12, 2026 |
| Shearwater Capital LLC | History | Added to | 1,703,919 | 66,214 | 34.72% | 38.46% | 119 | +11,606 | 0.69% | Q1 2026 | Apr 09, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Reduced | 1,698,938 | 66,020 | 39.46% | 43.5% | 120 | -149,927 | -8.11% | Q1 2026 | Apr 15, 2026 |
| UBS Group AG | History | Added to | 1,678,311 | 65,219 | 0.01% | 0.01% | 121 | +300,813 | 21.84% | Q1 2026 | May 05, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 1,651,450 | 64,175 | 19.21% | 19.88% | 122 | +3,945 | 0.24% | Q1 2026 | Apr 10, 2026 |
| Tillman Hartley LLC | History | Reduced | 1,632,831 | 63,451 | 15.93% | 16.31% | 123 | -8,869 | -0.54% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,631,943 | 63,417 | 0.12% | 0.01% | 124 | +1,584,747 | 3357.8% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 1,600,324 | 63,356 | 0.25% | 0.25% | 125 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 1,623,989 | 63,108 | 18.11% | 18.93% | 126 | +39,428 | 2.49% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,581,883 | 61,883 | 0.58% | 0.44% | 127 | +539,617 | 51.77% | Q1 2026 | Apr 07, 2026 |
| WNY Asset Management, LLC | History | New | 1,589,897 | 61,783 | 6.39% | — | 128 | +1,589,897 | New | Q1 2026 | May 22, 2026 |
| Glassman Wealth Services | History | Added to | 1,576,925 | 61,279 | 8.33% | 8.17% | 129 | +47,945 | 3.14% | Q1 2026 | May 04, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 1,441,815 | 60,859 | 17.2% | 18.29% | 130 | +32,533 | 2.31% | Q1 2026 | Apr 27, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 1,565,502 | 60,835 | 25.18% | 25.84% | 131 | +15,611 | 1.01% | Q1 2026 | Apr 17, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,586,685 | 59,992 | 2.17% | 2.42% | 132 | -11,520 | -0.72% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 1,536,303 | 59,700 | 1.08% | 1.09% | 133 | -7,713 | -0.5% | Q1 2026 | Apr 10, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 1,520,771 | 59,097 | 1.12% | 1.18% | 134 | -61,943 | -3.91% | Q1 2026 | May 01, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 1,516,278 | 58,922 | 0.73% | 0.82% | 135 | -63,360 | -4.01% | Q1 2026 | May 11, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 1,507,348 | 58,575 | 8.71% | 8.63% | 136 | +88,544 | 6.24% | Q1 2026 | Apr 21, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 1,507,026 | 58,563 | 24.56% | 24.1% | 137 | +134,245 | 9.78% | Q1 2026 | Apr 08, 2026 |
| Aspen Capital Management, LLC | History | Added to | 1,492,918 | 58,014 | 14.36% | 13.48% | 138 | +117,653 | 8.55% | Q1 2026 | Apr 17, 2026 |
| Passive Capital Management, LLC. | History | Added to | 1,419,268 | 55,152 | 16.47% | 16.7% | 139 | +70,540 | 5.23% | Q1 2026 | May 14, 2026 |
| Grunden Financial Advisory, Inc. | History | No change | 1,380,842 | 54,667 | 21.36% | 21.36% | 140 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| True Wealth Design, LLC | History | Added to | 1,400,761 | 54,433 | 15.1% | 15.83% | 141 | +36,715 | 2.69% | Q1 2026 | Apr 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 1,389,678 | 54,002 | 0.46% | 0.47% | 142 | -226,297 | -14.0% | Q1 2026 | May 13, 2026 |
| Applied Capital LLC | History | Added to | 1,382,077 | 53,707 | 20.05% | 20.59% | 143 | +30,572 | 2.26% | Q1 2026 | Apr 22, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 1,377,960 | 53,547 | 11.53% | 11.29% | 144 | +71,022 | 5.43% | Q1 2026 | Apr 13, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 1,372,177 | 53,322 | 3.56% | 5.31% | 145 | -103,813 | -7.03% | Q1 2026 | May 07, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 1,368,036 | 53,161 | 0.26% | 0.28% | 146 | -7,489 | -0.54% | Q1 2026 | May 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 1,326,887 | 51,562 | 7.75% | 7.86% | 147 | +65,652 | 5.21% | Q1 2026 | Apr 14, 2026 |
| Trust Co of the South | History | Added to | 1,302,301 | 50,607 | 8.14% | 8.21% | 148 | +12,883 | 1.0% | Q1 2026 | Apr 06, 2026 |
| RS CRUM INC. | History | Added to | 1,288,252 | 50,061 | 9.68% | 9.87% | 149 | +40,579 | 3.25% | Q1 2026 | Apr 15, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 1,276,183 | 49,592 | 15.91% | 16.88% | 150 | +41,084 | 3.33% | Q1 2026 | Apr 15, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | Added to | 1,239,464 | 48,166 | 34.96% | 36.22% | 151 | +22,644 | 1.86% | Q1 2026 | Apr 17, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 1,226,668 | 47,668 | 23.28% | 24.2% | 152 | -23,153 | -1.85% | Q1 2026 | May 14, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 1,208,315 | 46,955 | 31.64% | 31.53% | 153 | +85,075 | 7.57% | Q1 2026 | Apr 13, 2026 |
| Vestment Financial LLC | History | Added to | 1,108,406 | 46,697 | 21.99% | 21.89% | 154 | +70,874 | 6.83% | Q1 2026 | May 01, 2026 |
| Vannoy Advisory Group, Inc. | History | Added to | 1,178,323 | 45,789 | 28.99% | 29.56% | 155 | +232 | 0.02% | Q1 2026 | Apr 22, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 1,175,347 | 45,673 | 13.87% | 14.53% | 156 | +1,263 | 0.11% | Q1 2026 | Apr 15, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Reduced | 1,167,414 | 45,365 | 18.06% | 18.93% | 157 | -4,040 | -0.34% | Q1 2026 | Apr 24, 2026 |
| Rather & Kittrell, Inc. | History | Reduced | 1,139,712 | 44,289 | 6.84% | 7.38% | 158 | -17,832 | -1.54% | Q1 2026 | May 12, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 1,136,845 | 44,177 | 18.28% | 17.69% | 159 | +4,183 | 0.37% | Q1 2026 | Apr 15, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 1,125,104 | 43,721 | 12.15% | 12.58% | 160 | +75,004 | 7.14% | Q1 2026 | Apr 24, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,123,648 | 43,664 | 0.32% | 0.17% | 161 | +596,349 | 113.1% | Q1 2026 | Apr 15, 2026 |
| Abel Hall, LLC | History | Added to | 1,109,445 | 43,113 | 9.18% | 9.79% | 162 | +50,792 | 4.8% | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 1,087,520 | 43,054 | 0.28% | 0.3% | 163 | -6,910 | -0.63% | Q1 2026 | May 15, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 1,103,495 | 42,881 | 4.64% | 4.47% | 164 | +71,015 | 6.88% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,100,207 | 42,754 | 0.01% | — | 165 | +1,100,207 | New | Q1 2026 | May 13, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Reduced | 1,093,766 | 42,503 | 23.91% | 24.9% | 166 | -29,724 | -2.65% | Q1 2026 | May 14, 2026 |
| Momentous Wealth Management, Inc. | History | Added to | 1,087,692 | 42,267 | 24.15% | 23.45% | 167 | +43,004 | 4.12% | Q1 2026 | May 11, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Reduced | 1,081,040 | 42,009 | 12.98% | 13.59% | 168 | -50,098 | -4.43% | Q1 2026 | Apr 20, 2026 |
| Johnson Wealth Management, LLC | History | Added to | 1,076,380 | 41,828 | 20.19% | 20.12% | 169 | +55,219 | 5.41% | Q1 2026 | Apr 23, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,055,204 | 41,005 | 13.85% | 15.16% | 170 | -14,875 | -1.39% | Q1 2026 | May 08, 2026 |
| Capstone Wealth Management, Inc. | History | Added to | 1,040,681 | 40,888 | 34.68% | 35.94% | 171 | +6,004 | 0.58% | Q1 2026 | May 15, 2026 |
| Platform Wealth Management, LLC | History | No change | 1,032,484 | 40,876 | 10.87% | 10.87% | 172 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,050,727 | 40,831 | 0.11% | 0.11% | 173 | +36,297 | 3.58% | Q1 2026 | Apr 30, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 1,027,815 | 39,940 | 2.45% | 2.51% | 174 | +58,118 | 5.99% | Q1 2026 | Apr 20, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 1,026,409 | 39,886 | 13.93% | 15.16% | 175 | +55,446 | 5.71% | Q1 2026 | Apr 24, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,005,870 | 39,088 | 0.07% | 0.06% | 176 | +225,061 | 28.82% | Q1 2026 | May 15, 2026 |
| Vantage Point Financial LLC | History | Added to | 1,002,720 | 38,965 | 13.67% | 13.95% | 177 | +17,548 | 1.78% | Q1 2026 | May 01, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 1,000,413 | 38,876 | 6.73% | 6.66% | 178 | +70,131 | 7.54% | Q1 2026 | Apr 08, 2026 |
| Trellis Wealth Advisors LLC | History | Added to | 982,700 | 38,187 | 14.53% | 14.8% | 179 | +26,950 | 2.82% | Q1 2026 | Apr 15, 2026 |
| Vested Financial Planning, LLC | History | Reduced | 980,912 | 38,118 | 29.04% | 29.95% | 180 | -1,474 | -0.15% | Q1 2026 | Apr 16, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 897,015 | 37,791 | 0.84% | 0.86% | 181 | +34,144 | 3.96% | Q1 2026 | May 04, 2026 |
| Parker Financial LLC | History | Added to | 969,768 | 37,533 | 15.0% | 15.18% | 182 | +24,683 | 2.61% | Q1 2026 | Apr 21, 2026 |
| Savvy Advisors, Inc. | History | Added to | 957,846 | 37,221 | 0.99% | 0.86% | 183 | +288,074 | 43.01% | Q1 2026 | May 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 956,946 | 37,186 | 0.72% | 1.2% | 184 | -592,049 | -38.22% | Q1 2026 | Apr 14, 2026 |
| XY Planning Network, Inc. | History | Added to | 950,162 | 37,170 | 5.94% | 6.33% | 185 | +32,455 | 3.54% | Q1 2026 | Apr 14, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 953,265 | 37,043 | 20.05% | 21.37% | 186 | +12,280 | 1.31% | Q1 2026 | May 14, 2026 |
| Rachor Investment Advisory Services, LLC | History | Added to | 945,752 | 36,751 | 19.31% | 19.58% | 187 | +13,693 | 1.47% | Q1 2026 | May 07, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 933,147 | 36,262 | 9.52% | 9.88% | 188 | -1,389 | -0.15% | Q1 2026 | Apr 23, 2026 |
| Versant Capital Management, Inc | History | Added to | 921,453 | 35,807 | 3.53% | 4.2% | 189 | +75,563 | 8.93% | Q1 2026 | Apr 06, 2026 |
| Lutz Financial Services LLC | History | Added to | 919,611 | 35,736 | 2.4% | 2.42% | 190 | +22,665 | 2.53% | Q1 2026 | May 04, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 917,351 | 35,648 | 3.84% | 3.91% | 191 | +9,368 | 1.03% | Q1 2026 | Apr 08, 2026 |
| Schulz Wealth, LTD. | History | No change | 899,072 | 35,594 | 22.81% | 22.81% | 192 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 841,940 | 35,437 | 14.58% | 14.65% | 193 | +45,756 | 5.75% | Q1 2026 | Apr 22, 2026 |
| Watchman Group, Inc. | History | Reduced | 906,387 | 35,222 | 8.52% | 8.79% | 194 | -24,084 | -2.59% | Q1 2026 | Apr 20, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 888,785 | 34,538 | 13.88% | 15.31% | 195 | -57,816 | -6.11% | Q1 2026 | Apr 20, 2026 |
| Cloud Capital Management, LLC | History | Added to | 886,200 | 34,425 | 15.01% | 13.78% | 196 | +149,084 | 20.23% | Q1 2026 | May 12, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 881,511 | 34,255 | 9.74% | 10.37% | 197 | +29,131 | 3.42% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 875,494 | 34,021 | 0.09% | 0.09% | 198 | -103,108 | -10.54% | Q1 2026 | May 04, 2026 |
| CSP Financial Group, LLC | History | New | 874,504 | 33,983 | 34.79% | — | 199 | +874,504 | New | Q1 2026 | May 08, 2026 |
| BCO Wealth Management LLC | History | Added to | 864,018 | 33,575 | 20.17% | 20.75% | 200 | +9,562 | 1.12% | Q1 2026 | Apr 16, 2026 |
| TRB Wealth Management, LLC | History | New | 854,642 | 33,211 | 4.72% | — | 201 | +854,642 | New | Q1 2026 | May 14, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 847,888 | 32,948 | 4.07% | 4.01% | 202 | -27,219 | -3.11% | Q1 2026 | May 13, 2026 |
| Babb Wealth Advisors LLC | History | Added to | 847,345 | 32,927 | 18.0% | 18.23% | 203 | +31,779 | 3.9% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 834,410 | 32,425 | 0.04% | 0.04% | 204 | +6,424 | 0.78% | Q1 2026 | Apr 27, 2026 |
| Financial Alternatives, Inc | History | Added to | 833,008 | 32,370 | 17.45% | 14.74% | 205 | +192,458 | 30.05% | Q1 2026 | May 01, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 830,067 | 32,252 | 0.06% | 0.06% | 206 | -9,196 | -1.1% | Q1 2026 | May 14, 2026 |
| Pacific Asset Management, LLC | History | Added to | 825,374 | 32,074 | 17.91% | 18.22% | 207 | +58,967 | 7.69% | Q1 2026 | May 01, 2026 |
| JP Wealth Management, Inc. | History | Reduced | 809,013 | 31,438 | 21.32% | 22.65% | 208 | -281 | -0.03% | Q1 2026 | Apr 15, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 806,981 | 31,364 | 3.92% | 4.11% | 209 | +2,487 | 0.31% | Q1 2026 | May 12, 2026 |
| UMB Bank, n.a. | History | Reduced | 806,093 | 31,324 | 0.44% | 0.43% | 210 | -1,700 | -0.21% | Q1 2026 | May 11, 2026 |
| Old Peak Finance LLC | History | Added to | 803,937 | 31,240 | 18.24% | 19.04% | 211 | +24,493 | 3.14% | Q1 2026 | Apr 24, 2026 |
| MilWealth Group LLC | History | Added to | 799,943 | 31,085 | 7.4% | 7.53% | 212 | +787 | 0.1% | Q1 2026 | May 01, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 799,514 | 31,069 | 12.15% | 12.69% | 213 | -5,870 | -0.73% | Q1 2026 | Apr 20, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 798,022 | 31,011 | 4.11% | 4.19% | 214 | +48,290 | 6.44% | Q1 2026 | Apr 13, 2026 |
| Beacon Financial Strategies CORP | History | No change | 790,195 | 30,706 | 17.43% | 17.46% | 215 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| marrick wealth, LLC | History | Reduced | 783,802 | 30,458 | 25.61% | 25.6% | 216 | -6,314 | -0.8% | Q1 2026 | Apr 15, 2026 |
| Efficient Advisors, LLC | History | Reduced | 782,273 | 30,399 | 2.16% | 3.06% | 217 | -543,906 | -41.01% | Q1 2026 | Apr 29, 2026 |
| Aspen Wealth Management LLC | History | Added to | 782,288 | 30,399 | 6.07% | 5.89% | 218 | +73,605 | 10.39% | Q1 2026 | Apr 01, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 777,411 | 30,210 | 17.32% | 18.59% | 219 | +18,796 | 2.48% | Q1 2026 | Apr 23, 2026 |
| SageOak Financial, LLC | History | Added to | 771,832 | 29,993 | 21.07% | 21.61% | 220 | +17,713 | 2.35% | Q1 2026 | May 11, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 757,454 | 29,434 | 9.96% | 8.19% | 221 | +78,670 | 11.59% | Q1 2026 | Apr 08, 2026 |
| Wheels Up Wealth, Inc. | History | Added to | 756,857 | 29,411 | 27.65% | 27.7% | 222 | +5,849 | 0.78% | Q1 2026 | May 12, 2026 |
| LifeGuide Financial Advisors, LLC | History | Added to | 756,251 | 29,387 | 9.4% | 8.86% | 223 | +85,398 | 12.73% | Q1 2026 | Apr 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 749,174 | 29,112 | 0.92% | 0.93% | 224 | +15,101 | 2.06% | Q1 2026 | Apr 08, 2026 |
| AA Financial Advisors, LLC | History | New | 740,205 | 28,764 | 4.05% | — | 225 | +740,205 | New | Q1 2026 | Apr 20, 2026 |
| SwitchPoint Financial Planning, LLC | History | Added to | 738,764 | 28,708 | 19.47% | 19.79% | 226 | +25,119 | 3.52% | Q1 2026 | Apr 29, 2026 |
| New Dimensions Wealth Management, LLC | History | Added to | 731,523 | 28,426 | 24.19% | 24.7% | 227 | +1,771 | 0.24% | Q1 2026 | May 14, 2026 |
| American Capital Advisory, LLC | History | Added to | 724,910 | 28,170 | 11.37% | 12.07% | 228 | +21,061 | 2.99% | Q1 2026 | Apr 29, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 721,760 | 28,047 | 0.79% | 0.75% | 229 | -2,920 | -0.4% | Q1 2026 | Apr 28, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 720,938 | 28,015 | 16.04% | 16.77% | 230 | +73,522 | 11.36% | Q1 2026 | May 11, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 720,781 | 28,009 | 2.03% | 1.89% | 231 | -20,998 | -2.83% | Q1 2026 | Apr 16, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 718,096 | 27,905 | 0.57% | 0.54% | 232 | +28,915 | 4.2% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 718,051 | 27,903 | 0.28% | 0.3% | 233 | -8,331 | -1.15% | Q1 2026 | Apr 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 710,928 | 27,626 | 0.48% | 0.5% | 234 | -4,428 | -0.62% | Q1 2026 | May 04, 2026 |
| Generations Wealth, LLC | History | Added to | 705,040 | 27,397 | 26.6% | 27.4% | 235 | +28,723 | 4.25% | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 701,850 | 27,273 | 1.41% | 1.45% | 236 | +14,649 | 2.13% | Q1 2026 | Apr 17, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 647,521 | 27,254 | 1.88% | 1.7% | 237 | +58,616 | 9.95% | Q1 2026 | Apr 29, 2026 |
| Wolfstich Capital, LLC | History | Reduced | 711,057 | 27,224 | 23.82% | 26.94% | 238 | -27,380 | -3.71% | Q1 2026 | Apr 21, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 698,277 | 27,135 | 5.55% | 3.76% | 239 | +246,152 | 54.44% | Q1 2026 | Apr 20, 2026 |
| Longview Financial Advisors LLC | History | Added to | 697,083 | 27,088 | 14.72% | 15.0% | 240 | +10,049 | 1.46% | Q1 2026 | Apr 20, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 694,084 | 26,972 | 5.28% | 5.65% | 241 | -8,958 | -1.27% | Q1 2026 | Apr 20, 2026 |
| Aurelius Family Office LLC | History | Reduced | 690,093 | 26,817 | 11.66% | 12.23% | 242 | -18,263 | -2.58% | Q1 2026 | Apr 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 689,740 | 26,803 | 0.82% | 1.01% | 243 | -518 | -0.08% | Q1 2026 | May 15, 2026 |
| Retirement Solution LLC | History | Added to | 687,039 | 26,698 | 6.32% | 5.46% | 244 | +64,196 | 10.31% | Q1 2026 | May 11, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 682,997 | 26,541 | 13.77% | 12.05% | 245 | -23,413 | -3.31% | Q1 2026 | Apr 21, 2026 |
| Financial Harvest, LLC | History | Added to | 681,131 | 26,468 | 15.59% | 15.7% | 246 | +38,699 | 6.02% | Q1 2026 | May 05, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 657,444 | 25,548 | 6.26% | 6.42% | 247 | +106,195 | 19.26% | Q1 2026 | Apr 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 638,492 | 24,811 | 1.29% | 1.32% | 248 | -2,675 | -0.42% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 634,594 | 24,660 | 0.57% | 0.56% | 249 | +55,152 | 9.52% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 633,475 | 24,616 | 0.02% | 0.01% | 250 | +48,456 | 8.28% | Q1 2026 | May 07, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 630,729 | 24,510 | 11.09% | 11.17% | 251 | +17,958 | 2.93% | Q1 2026 | May 11, 2026 |
| Investment Advisory Group, LLC | History | Added to | 603,652 | 23,457 | 5.96% | 6.09% | 252 | +6,056 | 1.01% | Q1 2026 | Apr 22, 2026 |
| Daner Wealth Management, LLC | History | Added to | 543,945 | 23,433 | 13.77% | 11.64% | 253 | +83,707 | 18.19% | Q1 2026 | May 13, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 600,399 | 23,331 | 1.74% | 1.78% | 254 | -6,777 | -1.12% | Q1 2026 | May 04, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 585,167 | 22,739 | 10.77% | 11.01% | 255 | +35,115 | 6.38% | Q1 2026 | May 01, 2026 |
| MORGAN STANLEY | History | Added to | 573,130 | 22,271 | 0.0% | 0.0% | 256 | +67,760 | 13.41% | Q1 2026 | May 15, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 567,137 | 22,038 | 0.99% | 0.43% | 257 | +334,782 | 144.08% | Q1 2026 | May 12, 2026 |
| Corus Family Wealth Advisors | History | Added to | 565,771 | 21,985 | 17.9% | 16.62% | 258 | +39,810 | 7.57% | Q1 2026 | Apr 28, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 557,655 | 21,670 | 6.32% | 5.28% | 259 | +110,355 | 24.67% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 552,476 | 21,469 | 5.88% | 6.23% | 260 | +9,945 | 1.83% | Q1 2026 | May 13, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 549,536 | 21,354 | 5.64% | 5.76% | 261 | -5,356 | -0.97% | Q1 2026 | Apr 27, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Added to | 549,427 | 21,350 | 21.94% | 23.64% | 262 | +15,712 | 2.94% | Q1 2026 | May 04, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 546,216 | 21,225 | 6.71% | 7.43% | 263 | +3,249 | 0.6% | Q1 2026 | Apr 15, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 536,347 | 20,842 | 19.68% | — | 264 | +536,347 | New | Q1 2026 | May 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 532,213 | 20,681 | 0.91% | 0.95% | 265 | +2,369 | 0.45% | Q1 2026 | May 13, 2026 |
| tru Independence LLC | History | Added to | 528,063 | 20,520 | 10.15% | 5.07% | 266 | +20,029 | 3.94% | Q1 2026 | Apr 22, 2026 |
| Vistica Wealth Advisors, LLC | History | Reduced | 523,119 | 20,328 | 20.26% | 21.12% | 267 | -12,746 | -2.38% | Q1 2026 | Apr 23, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 515,428 | 20,029 | 16.66% | 17.28% | 268 | +8,622 | 1.7% | Q1 2026 | Apr 14, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 603,957 | 19,654 | 9.24% | 9.17% | 269 | +150,035 | 33.05% | Q1 2026 | Apr 14, 2026 |
| Kilner Capital Advisors, LLC | History | Reduced | 503,117 | 19,551 | 18.73% | 20.06% | 270 | -27,760 | -5.23% | Q1 2026 | May 11, 2026 |
| Trajan Wealth LLC | History | Added to | 502,451 | 19,525 | 0.79% | 0.82% | 271 | +2,966 | 0.59% | Q1 2026 | May 13, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 495,653 | 19,261 | 2.13% | 2.43% | 272 | -20,307 | -3.94% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 494,578 | 19,219 | 0.02% | 0.02% | 273 | +7,271 | 1.49% | Q1 2026 | May 12, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 485,029 | 18,848 | 12.71% | 13.48% | 274 | -11,715 | -2.36% | Q1 2026 | Apr 16, 2026 |
| Kane Co Wealth Management, Inc. | History | Reduced | 479,279 | 18,624 | 15.7% | 16.87% | 275 | -4,068 | -0.84% | Q1 2026 | Apr 21, 2026 |
| PW ADVISORS, LLC \ FL | History | Added to | 473,396 | 18,396 | 13.78% | 13.95% | 276 | +34,398 | 7.84% | Q1 2026 | Apr 24, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 436,833 | 18,333 | 0.33% | 0.68% | 277 | +76,873 | 21.36% | Q1 2026 | May 01, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 464,582 | 18,053 | 7.79% | 7.17% | 278 | +64,161 | 16.02% | Q1 2026 | May 01, 2026 |
| CVA Family Office, LLC | History | Reduced | 464,461 | 18,048 | 1.9% | 2.13% | 279 | -4,122 | -0.88% | Q1 2026 | Apr 29, 2026 |
| E6 Portfolios, LLC | History | Added to | 456,155 | 17,726 | 18.48% | 19.24% | 280 | +31,337 | 7.38% | Q1 2026 | May 12, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 453,945 | 17,640 | 10.85% | 11.08% | 281 | +6,802 | 1.52% | Q1 2026 | Apr 22, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 444,593 | 17,276 | 0.98% | 1.1% | 282 | -22,141 | -4.74% | Q1 2026 | Apr 30, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 440,732 | 17,126 | 0.1% | 0.1% | 283 | -14,820 | -3.25% | Q1 2026 | Apr 30, 2026 |
| Root Financial Partners, LLC | History | Added to | 439,940 | 17,096 | 0.79% | 0.86% | 284 | +13,352 | 3.13% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Reduced | 434,837 | 16,897 | 0.04% | 0.06% | 285 | -160,306 | -26.94% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 432,068 | 16,790 | 0.0% | 0.0% | 286 | +59,812 | 16.07% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 430,019 | 16,710 | 0.03% | 0.03% | 287 | +27,187 | 6.75% | Q1 2026 | May 14, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 424,719 | 16,504 | 6.05% | 6.01% | 288 | +18,952 | 4.67% | Q1 2026 | Apr 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 420,219 | 16,329 | 0.19% | 0.2% | 289 | -3,964 | -0.93% | Q1 2026 | May 08, 2026 |
| Cravens & Co Advisors, LLC | History | Added to | 417,849 | 16,237 | 10.55% | 10.95% | 290 | +6,639 | 1.61% | Q1 2026 | May 13, 2026 |
| ENTRUST FINANCIAL LLC | History | Reduced | 414,296 | 16,099 | 11.26% | 12.34% | 291 | -5,241 | -1.25% | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 411,286 | 15,982 | 0.12% | 0.11% | 292 | +32,834 | 8.68% | Q1 2026 | May 12, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 403,552 | 15,682 | 5.9% | 6.1% | 293 | +4,329 | 1.08% | Q1 2026 | Apr 21, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Reduced | 400,075 | 15,546 | 8.1% | 9.02% | 294 | -19,330 | -4.61% | Q1 2026 | Apr 20, 2026 |
| Vise Technologies, Inc. | History | No change | 391,198 | 15,487 | 0.3% | 0.3% | 295 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Diversified Enterprises, LLC | History | New | 397,837 | 15,459 | 0.85% | — | 296 | +397,837 | New | Q1 2026 | May 14, 2026 |
| Capstone Wealth Management, LLC | History | Added to | 393,120 | 15,276 | 10.65% | 11.32% | 297 | +1,417 | 0.36% | Q1 2026 | Apr 16, 2026 |
| BESSEMER GROUP INC | History | Reduced | 392,629 | 15,258 | 0.02% | 0.02% | 298 | -1,414 | -0.36% | Q1 2026 | May 06, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 388,492 | 15,096 | 3.46% | 3.65% | 299 | -6,260 | -1.59% | Q1 2026 | May 04, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 384,808 | 14,953 | 0.1% | 0.1% | 300 | -3,012 | -0.78% | Q1 2026 | May 05, 2026 |