Dimensional ETF Trust - DFAE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Retirement Systems of Alabama | History | No change | 12,668,769 | 428,964 | 1.43% | 1.34% | 1 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 12,087,652 | 409,287 | 4.08% | 4.08% | 2 | -78,969 | -0.65% | Q1 2026 | Apr 13, 2026 |
| FMR LLC | History | Added to | 9,835,944 | 333,045 | 0.02% | 0.02% | 3 | +569,363 | 6.14% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 6,797,040 | 230,147 | 0.02% | 0.01% | 4 | +671,311 | 10.96% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 6,760,200 | 228,900 | 0.03% | 0.03% | 5 | +339,233 | 5.28% | Q1 2026 | May 05, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 4,308,904 | 145,899 | 1.8% | 1.8% | 6 | +15,803 | 0.37% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Added to | 4,257,033 | 144,037 | 0.17% | 0.16% | 7 | +114,946 | 2.78% | Q1 2026 | May 13, 2026 |
| Foster Group, Inc. | History | Reduced | 3,795,256 | 128,507 | 3.82% | 3.87% | 8 | -135,817 | -3.45% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 3,229,392 | 109,347 | 5.06% | 5.05% | 9 | +194,902 | 6.42% | Q1 2026 | Apr 24, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 3,086,900 | 104,522 | 1.18% | 1.02% | 10 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Horizon Investments, LLC | History | Added to | 2,777,922 | 94,060 | 1.05% | 0.55% | 11 | +1,437,005 | 107.17% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,681,016 | 90,779 | 0.06% | 0.05% | 12 | +195,610 | 7.87% | Q1 2026 | May 07, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 2,606,969 | 88,271 | 6.51% | 5.76% | 13 | +80,970 | 3.21% | Q1 2026 | May 07, 2026 |
| Vise Technologies, Inc. | History | No change | 2,670,478 | 86,977 | 1.71% | 1.7% | 14 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 2,436,299 | 82,493 | 0.65% | 0.66% | 15 | -118,313 | -4.63% | Q1 2026 | May 01, 2026 |
| Cetera Investment Advisers | History | Reduced | 2,351,377 | 79,617 | 0.08% | 0.08% | 16 | -36,146 | -1.51% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 2,317,535 | 78,471 | 0.11% | 0.08% | 17 | +588,994 | 34.07% | Q1 2026 | May 15, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 2,179,072 | 73,783 | 4.25% | 0.95% | 18 | +1,655,721 | 316.37% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Wealth | History | Reduced | 2,152,211 | 73,408 | 0.08% | 0.08% | 19 | -2,205 | -0.1% | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 2,129,704 | 72,111 | 1.3% | 1.23% | 20 | +109,979 | 5.45% | Q1 2026 | May 14, 2026 |
| Annex Advisory Services, LLC | History | New | 2,099,668 | 71,094 | 1.33% | — | 21 | +2,099,668 | New | Q1 2026 | Apr 16, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,072,908 | 70,188 | 0.07% | 0.07% | 22 | +51,796 | 2.56% | Q1 2026 | May 05, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 2,056,150 | 69,621 | 3.7% | 3.5% | 23 | +106,750 | 5.48% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,924,506 | 65,164 | 0.01% | 0.01% | 24 | -163,637 | -7.84% | Q1 2026 | May 15, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 1,819,051 | 61,593 | 3.8% | 3.52% | 25 | +40,221 | 2.26% | Q1 2026 | Apr 29, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 1,706,676 | 57,788 | 1.24% | 1.22% | 26 | +137,023 | 8.73% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 1,706,676 | 57,788 | 1.08% | 1.05% | 27 | +137,023 | 8.73% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,646,838 | 55,753 | 0.08% | 0.07% | 28 | -33,591 | -2.0% | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 1,396,774 | 50,102 | 2.83% | 2.58% | 29 | +50,107 | 3.72% | Q1 2026 | Apr 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,468,867 | 49,735 | 0.01% | 0.01% | 30 | +371,568 | 33.86% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Reduced | 1,440,907 | 48,789 | 0.03% | 0.03% | 31 | -50,116 | -3.36% | Q1 2026 | May 12, 2026 |
| MASECO LLP | History | Added to | 1,399,794 | 47,383 | 1.49% | 1.83% | 32 | +108,103 | 8.37% | Q1 2026 | Apr 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,342,067 | 45,442 | 0.07% | 0.06% | 33 | +154,520 | 13.01% | Q1 2026 | May 15, 2026 |
| RAM Investment Partners, LLC | History | Added to | 1,325,462 | 44,880 | 7.88% | 7.59% | 34 | +36,734 | 2.85% | Q1 2026 | May 04, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 1,284,848 | 43,504 | 3.99% | 3.98% | 35 | +13,056 | 1.03% | Q1 2026 | Apr 23, 2026 |
| CWM, LLC | History | Added to | 1,265,472 | 42,848 | 0.11% | 0.11% | 36 | +17,881 | 1.43% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 1,232,298 | 41,722 | 0.42% | 0.41% | 37 | +200,691 | 19.45% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 1,153,999 | 39,074 | 0.01% | 0.01% | 38 | +15,329 | 1.35% | Q1 2026 | May 06, 2026 |
| Aquire Wealth Advisors, LLC | History | Added to | 1,093,683 | 37,032 | 9.73% | 9.16% | 39 | +12,084 | 1.12% | Q1 2026 | Apr 10, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 1,075,966 | 36,432 | 5.03% | 0.04% | 40 | +1,067,533 | 12658.99% | Q1 2026 | Apr 16, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 1,073,678 | 36,354 | 6.71% | 6.4% | 41 | -3,642 | -0.34% | Q1 2026 | Apr 27, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 1,049,627 | 35,540 | 0.35% | 0.33% | 42 | +10,855 | 1.04% | Q1 2026 | May 08, 2026 |
| Ledyard National Bank | History | Added to | 1,000,247 | 33,868 | 2.94% | 2.79% | 43 | +6,594 | 0.66% | Q1 2026 | Apr 24, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 945,379 | 32,011 | 0.25% | 0.25% | 44 | +44,937 | 4.99% | Q1 2026 | Apr 07, 2026 |
| WPWealth LLP | History | Added to | 873,406 | 29,573 | 4.52% | 4.41% | 45 | +8,872 | 1.03% | Q1 2026 | May 11, 2026 |
| West Financial Advisors, LLC | History | Reduced | 862,196 | 29,193 | 4.96% | 4.89% | 46 | -27,952 | -3.14% | Q1 2026 | Apr 08, 2026 |
| RVW Wealth, LLC | History | Reduced | 858,565 | 29,071 | 2.26% | 2.2% | 47 | -26,641 | -3.01% | Q1 2026 | Apr 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 850,754 | 28,806 | 0.33% | 0.34% | 48 | -10,143 | -1.18% | Q1 2026 | May 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 817,064 | 27,665 | 0.5% | 0.46% | 49 | +34,226 | 4.37% | Q1 2026 | Apr 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 806,633 | 27,312 | 0.04% | 0.03% | 50 | +44,432 | 5.83% | Q1 2026 | Apr 27, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 779,259 | 26,385 | 3.67% | 3.37% | 51 | +36,105 | 4.86% | Q1 2026 | Apr 24, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 773,996 | 26,207 | 2.95% | 2.59% | 52 | +34,832 | 4.71% | Q1 2026 | May 04, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 769,872 | 26,067 | 4.11% | 4.03% | 53 | -25,253 | -3.18% | Q1 2026 | Apr 13, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 769,272 | 26,047 | 8.01% | 7.77% | 54 | +10,145 | 1.34% | Q1 2026 | May 06, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 765,800 | 25,929 | 3.44% | 3.28% | 55 | +51,992 | 7.28% | Q1 2026 | Apr 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 763,514 | 25,806 | 0.05% | 0.06% | 56 | -493,312 | -39.25% | Q1 2026 | Apr 08, 2026 |
| Stadion Money Management, LLC | History | Reduced | 752,507 | 25,480 | 2.56% | 2.13% | 57 | -54,568 | -6.76% | Q1 2026 | May 15, 2026 |
| Annandale Capital, LLC | History | Reduced | 717,027 | 24,279 | 3.43% | 2.9% | 58 | -34,648 | -4.61% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 714,267 | 24,185 | 0.5% | 0.5% | 59 | -59,184 | -7.65% | Q1 2026 | May 15, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 699,905 | 23,698 | 1.95% | 1.92% | 60 | -9,986 | -1.41% | Q1 2026 | May 06, 2026 |
| Marquette Asset Management, LLC | History | Added to | 697,279 | 23,609 | 3.53% | 3.35% | 61 | +1,428 | 0.21% | Q1 2026 | Apr 23, 2026 |
| CPA Asset Management Group, LLC | History | Added to | 683,939 | 23,158 | 7.77% | 7.67% | 62 | +13,022 | 1.94% | Q1 2026 | May 05, 2026 |
| Apella Capital, LLC | History | Added to | 610,144 | 23,100 | 0.34% | 0.1% | 63 | +457,039 | 298.51% | Q1 2026 | Apr 20, 2026 |
| Clearstead Advisors, LLC | History | Added to | 679,741 | 23,016 | 0.21% | 0.28% | 64 | +4,108 | 0.61% | Q1 2026 | May 06, 2026 |
| Wealth Management Nebraska | History | Added to | 675,630 | 22,876 | 2.32% | 2.43% | 65 | +24,208 | 3.72% | Q1 2026 | May 15, 2026 |
| BRIGHTON JONES LLC | History | Added to | 672,686 | 22,777 | 0.96% | 0.78% | 66 | +21,193 | 3.25% | Q1 2026 | Apr 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 671,726 | 22,744 | 1.27% | 1.23% | 67 | -747 | -0.11% | Q1 2026 | Apr 20, 2026 |
| Pioneer Wealth Management Group | History | Added to | 662,686 | 22,438 | 6.29% | 6.05% | 68 | +50,867 | 8.31% | Q1 2026 | Apr 08, 2026 |
| MCF Advisors LLC | History | New | 645,426 | 21,854 | 0.96% | — | 69 | +645,426 | New | Q1 2026 | May 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 627,078 | 21,232 | 0.16% | 0.16% | 70 | -2,683 | -0.43% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 616,667 | 20,880 | 0.11% | 0.13% | 71 | +53,615 | 9.52% | Q1 2026 | May 15, 2026 |
| Arista Wealth Management, LLC | History | Reduced | 616,083 | 20,860 | 2.54% | 2.55% | 72 | -21,835 | -3.42% | Q1 2026 | Apr 30, 2026 |
| Colony Family Offices, LLC | History | Added to | 608,449 | 20,602 | 5.08% | 4.87% | 73 | +9,359 | 1.56% | Q1 2026 | Apr 21, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 606,150 | 20,524 | 0.25% | 0.23% | 74 | -9,323 | -1.51% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 601,957 | 20,382 | 0.01% | 0.01% | 75 | +101,206 | 20.21% | Q1 2026 | May 14, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 597,361 | 20,226 | 0.56% | 0.43% | 76 | +47,911 | 8.72% | Q1 2026 | Apr 21, 2026 |
| Creative Capital Management Investments LLC | History | Reduced | 592,892 | 20,075 | 5.76% | 5.92% | 77 | -9,844 | -1.63% | Q1 2026 | Apr 21, 2026 |
| BlueSky Wealth Advisors, LLC | History | New | 592,361 | 20,057 | 2.58% | — | 78 | +592,361 | New | Q1 2026 | Apr 16, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 590,888 | 20,007 | 1.7% | 1.47% | 79 | +102,313 | 20.94% | Q1 2026 | Apr 09, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 587,776 | 19,902 | 2.14% | 2.2% | 80 | -9,331 | -1.56% | Q1 2026 | Apr 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 606,357 | 19,833 | 0.0% | 0.0% | 81 | -46,933 | -7.18% | Q1 2026 | May 13, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 584,856 | 19,803 | 0.75% | 0.69% | 82 | -56,067 | -8.75% | Q1 2026 | Apr 21, 2026 |
| Berger Financial Group, Inc | History | Reduced | 574,782 | 19,462 | 1.09% | 1.33% | 83 | -131,561 | -18.63% | Q1 2026 | Apr 28, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 572,970 | 19,400 | 0.42% | 0.39% | 84 | +39,709 | 7.45% | Q1 2026 | May 14, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 567,117 | 19,202 | 0.86% | 0.82% | 85 | +29,451 | 5.48% | Q1 2026 | May 12, 2026 |
| Avior Wealth Management, LLC | History | Added to | 562,999 | 19,063 | 0.54% | 0.56% | 86 | +13,506 | 2.46% | Q1 2026 | Apr 09, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 562,413 | 19,043 | 3.75% | 3.46% | 87 | +27,257 | 5.09% | Q1 2026 | May 11, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 542,811 | 18,488 | 4.2% | 3.94% | 88 | -247,473 | -31.31% | Q1 2026 | Apr 14, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 539,918 | 18,281 | 0.29% | — | 89 | +539,918 | New | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 529,415 | 17,925 | 0.01% | 0.01% | 90 | -49,118 | -8.49% | Q1 2026 | May 13, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 526,294 | 17,818 | 2.37% | 2.21% | 91 | +92,126 | 21.22% | Q1 2026 | Apr 08, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 515,358 | 17,450 | 5.18% | 5.14% | 92 | -26,937 | -4.97% | Q1 2026 | Apr 22, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 436,182 | 17,338 | 1.03% | 0.92% | 93 | +23,842 | 5.78% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 500,273 | 16,939 | 0.08% | 0.09% | 94 | -6,709 | -1.32% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 498,237 | 16,870 | 0.08% | 0.08% | 95 | +6,875 | 1.4% | Q1 2026 | Apr 24, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 497,958 | 16,860 | 3.6% | 3.46% | 96 | +5,538 | 1.12% | Q1 2026 | Apr 10, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 488,126 | 16,527 | 4.54% | 4.48% | 97 | +6,292 | 1.31% | Q1 2026 | May 13, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 434,590 | 16,453 | 1.13% | 1.03% | 98 | +3,173 | 0.74% | Q1 2026 | Apr 29, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 482,096 | 16,323 | 1.43% | 1.36% | 99 | +4,954 | 1.04% | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 478,572 | 16,204 | 0.09% | 0.09% | 100 | -21,830 | -4.36% | Q1 2026 | Apr 30, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 466,852 | 15,807 | 0.61% | 0.61% | 101 | +18,292 | 4.08% | Q1 2026 | May 07, 2026 |
| Chico Wealth RIA | History | Added to | 466,111 | 15,782 | 9.64% | 9.36% | 102 | +24,916 | 5.65% | Q1 2026 | May 08, 2026 |
| Envision Financial Planning, LLC | History | Added to | 464,671 | 15,733 | 5.69% | 5.7% | 103 | +1,983 | 0.43% | Q1 2026 | May 15, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 458,919 | 15,538 | 3.5% | 3.32% | 104 | +14,887 | 3.35% | Q1 2026 | Apr 02, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 454,437 | 15,387 | 0.42% | 0.43% | 105 | -13,382 | -2.86% | Q1 2026 | May 04, 2026 |
| First Bancorp, Inc /ME/ | History | Reduced | 444,593 | 15,053 | 7.48% | 8.12% | 106 | -24,520 | -5.23% | Q1 2026 | Apr 20, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 432,990 | 14,661 | 0.46% | 0.44% | 107 | +9,740 | 2.3% | Q1 2026 | Apr 08, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 425,244 | 14,398 | 1.55% | 1.54% | 108 | -9,241 | -2.13% | Q1 2026 | Apr 08, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 421,263 | 14,263 | 2.15% | 2.05% | 109 | +14,754 | 3.63% | Q1 2026 | Apr 22, 2026 |
| TCP Asset Management, LLC | History | Reduced | 418,665 | 14,175 | 1.82% | 2.36% | 110 | -11,351 | -2.64% | Q1 2026 | Apr 10, 2026 |
| Avondale Wealth Management | History | Added to | 417,883 | 14,149 | 6.95% | 6.46% | 111 | +32,415 | 8.41% | Q1 2026 | Apr 14, 2026 |
| Falcon Wealth Planning | History | Reduced | 415,746 | 14,077 | 0.96% | 4.86% | 112 | -1,356,093 | -76.54% | Q1 2026 | Apr 20, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 414,880 | 14,047 | 1.27% | 1.23% | 113 | -1,168 | -0.28% | Q1 2026 | May 12, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 409,567 | 13,867 | 2.92% | 2.57% | 114 | +31,342 | 8.29% | Q1 2026 | Apr 13, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Added to | 401,152 | 13,583 | 6.06% | 6.01% | 115 | +12,040 | 3.09% | Q1 2026 | Apr 27, 2026 |
| Security Financial Services, INC. | History | No change | 414,003 | 13,484 | 2.12% | 2.12% | 116 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MAI Capital Management | History | Added to | 395,743 | 13,399 | 0.08% | 0.06% | 117 | +54,667 | 16.03% | Q1 2026 | May 15, 2026 |
| BWM Planning, LLC | History | Reduced | 365,577 | 12,378 | 3.26% | 3.48% | 118 | -34,701 | -8.67% | Q1 2026 | Apr 21, 2026 |
| Guardian Wealth Management, LLC | History | Reduced | 362,031 | 12,258 | 3.72% | 3.91% | 119 | -16,192 | -4.28% | Q1 2026 | Apr 23, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 351,334 | 11,896 | 0.98% | 0.97% | 120 | +11,540 | 3.4% | Q1 2026 | May 05, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 343,800 | 11,641 | 0.05% | 0.05% | 121 | -7,685 | -2.19% | Q1 2026 | May 15, 2026 |
| Advisory Alpha, LLC | History | Added to | 342,023 | 11,580 | 0.32% | 0.21% | 122 | +110,810 | 47.93% | Q1 2026 | May 14, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 338,166 | 11,450 | 4.82% | 4.79% | 123 | -9,955 | -2.86% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 335,680 | 11,366 | 0.35% | 0.34% | 124 | +3,297 | 0.99% | Q1 2026 | Apr 27, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 335,404 | 11,356 | 2.34% | 2.19% | 125 | +28,807 | 9.4% | Q1 2026 | May 12, 2026 |
| Prudent Man Investment Management, Inc. | History | Added to | 347,647 | 11,322 | 3.81% | 3.81% | 126 | +2 | 0.0% | Q1 2026 | May 04, 2026 |
| DDFG, Inc | History | Reduced | 328,561 | 11,125 | 2.4% | 2.51% | 127 | -23,158 | -6.58% | Q1 2026 | Apr 22, 2026 |
| Financial Alternatives, Inc | History | Added to | 319,154 | 10,806 | 5.83% | 4.68% | 128 | +71,922 | 29.09% | Q1 2026 | May 01, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 318,615 | 10,788 | 0.43% | 0.41% | 129 | -2,663 | -0.83% | Q1 2026 | Apr 16, 2026 |
| Forum Private Client Group LLC | History | Added to | 317,053 | 10,767 | 3.59% | 3.3% | 130 | +19,443 | 6.53% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 309,692 | 10,486 | 0.02% | 0.01% | 131 | +37,692 | 13.86% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 305,373 | 10,422 | 0.1% | 0.06% | 132 | +144,424 | 89.73% | Q1 2026 | Apr 07, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 306,050 | 10,362 | 4.96% | 5.28% | 133 | -14,172 | -4.43% | Q1 2026 | Apr 09, 2026 |
| Betterment LLC | History | Reduced | 305,674 | 10,350 | 0.02% | 0.02% | 134 | -16,261 | -5.05% | Q1 2026 | May 14, 2026 |
| STOLZ & ASSOCIATES, PS | History | Reduced | 274,718 | 10,203 | 7.12% | 6.93% | 135 | -1,025 | -0.37% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 295,896 | 10,019 | 0.03% | 0.02% | 136 | -18,841 | -5.99% | Q1 2026 | May 04, 2026 |
| Rothschild Wealth LLC | History | Added to | 294,457 | 9,970 | 0.9% | 0.91% | 137 | +2,951 | 1.01% | Q1 2026 | May 06, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 265,921 | 9,934 | 0.18% | 0.39% | 138 | +17,899 | 7.22% | Q1 2026 | May 01, 2026 |
| Spectrum Investment Advisors, Inc. | History | Added to | 293,208 | 9,928 | 4.93% | 4.7% | 139 | +5,043 | 1.75% | Q1 2026 | Apr 14, 2026 |
| Disciplined Investments, LLC | History | Added to | 292,372 | 9,899 | 3.55% | 3.52% | 140 | +11,330 | 4.03% | Q1 2026 | May 12, 2026 |
| Navigation Group, LLC | History | New | 291,935 | 9,884 | 2.31% | — | 141 | +291,935 | New | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 287,556 | 9,736 | 0.05% | 0.05% | 142 | +5,325 | 1.89% | Q1 2026 | May 13, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 284,747 | 9,641 | 3.22% | 3.05% | 143 | +17,223 | 6.44% | Q1 2026 | May 11, 2026 |
| Sterling Wealth Advisors Inc | History | Added to | 254,342 | 9,565 | 5.45% | 4.95% | 144 | +2,420 | 0.96% | Q1 2026 | Apr 22, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 275,705 | 9,335 | 2.29% | 2.16% | 145 | +50,628 | 22.49% | Q1 2026 | Apr 13, 2026 |
| Towneley Capital Management, Inc / DE | History | Reduced | 273,986 | 9,277 | 1.94% | 1.91% | 146 | -4,000 | -1.44% | Q1 2026 | Apr 21, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 268,745 | 9,100 | 3.39% | 3.12% | 147 | +13,939 | 5.47% | Q1 2026 | Apr 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 267,339 | 9,052 | 0.62% | 0.61% | 148 | -6,211 | -2.27% | Q1 2026 | May 14, 2026 |
| ENTREWEALTH, LLC | History | Added to | 266,785 | 9,033 | 4.05% | 3.99% | 149 | +18,278 | 7.36% | Q1 2026 | May 14, 2026 |
| Kure Advisory, LLC | History | Added to | 266,672 | 9,029 | 4.92% | 4.82% | 150 | +2,048 | 0.77% | Q1 2026 | Apr 16, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 262,545 | 8,889 | 0.07% | 0.06% | 151 | +4,087 | 1.58% | Q1 2026 | May 11, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 257,683 | 8,725 | 2.4% | 2.35% | 152 | -637 | -0.25% | Q1 2026 | Apr 14, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 257,595 | 8,722 | 5.02% | 4.02% | 153 | +30,855 | 13.61% | Q1 2026 | May 15, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 255,752 | 8,659 | 2.59% | 2.5% | 154 | +3,947 | 1.57% | Q1 2026 | Apr 10, 2026 |
| Monument Group Wealth Advisors, LLC | History | Added to | 252,834 | 8,560 | 4.75% | 4.41% | 155 | +4,297 | 1.73% | Q1 2026 | Apr 22, 2026 |
| Efficient Advisors, LLC | History | Reduced | 250,564 | 8,484 | 0.6% | 0.78% | 156 | -161,904 | -39.25% | Q1 2026 | Apr 29, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 247,931 | 8,394 | 1.81% | 1.78% | 157 | -430 | -0.17% | Q1 2026 | May 06, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 247,630 | 8,384 | 0.94% | 0.91% | 158 | -2,197 | -0.88% | Q1 2026 | Apr 08, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 246,771 | 8,355 | 3.77% | 3.57% | 159 | -1,901 | -0.76% | Q1 2026 | May 05, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 245,836 | 8,324 | 2.78% | 2.43% | 160 | +47,065 | 23.68% | Q1 2026 | May 13, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | Added to | 243,278 | 8,237 | 5.98% | 5.78% | 161 | +7,152 | 3.03% | Q1 2026 | Apr 17, 2026 |
| Essential Planning, LLC. | History | Reduced | 241,138 | 8,164 | 2.6% | 2.54% | 162 | -2,960 | -1.21% | Q1 2026 | Apr 22, 2026 |
| Graver Capital Management, LLC | History | Added to | 239,699 | 8,116 | 6.17% | 5.93% | 163 | +9,338 | 4.05% | Q1 2026 | Apr 23, 2026 |
| Koshinski Asset Management, Inc. | History | New | 239,271 | 8,101 | 0.51% | — | 164 | +239,271 | New | Q1 2026 | Apr 27, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 223,022 | 8,042 | 0.72% | 0.76% | 165 | -15,047 | -6.32% | Q1 2026 | Apr 29, 2026 |
| Great Waters Wealth Management | History | Reduced | 236,533 | 8,009 | 0.85% | 0.95% | 166 | -28,468 | -10.74% | Q1 2026 | Apr 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 236,438 | 8,005 | 0.01% | 0.01% | 167 | +55,166 | 30.43% | Q1 2026 | May 14, 2026 |
| SIMA Wealth Partners, LLC | History | New | 235,507 | 7,974 | 6.07% | — | 168 | +235,507 | New | Q1 2026 | May 15, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 235,333 | 7,968 | 0.84% | 0.56% | 169 | +141,737 | 151.43% | Q1 2026 | Apr 17, 2026 |
| GEM Asset Management, LLC | History | Added to | 233,263 | 7,898 | 3.49% | 3.13% | 170 | +25,254 | 12.14% | Q1 2026 | Apr 10, 2026 |
| Savant Capital, LLC | History | Added to | 232,657 | 7,877 | 0.04% | 0.02% | 171 | +116,599 | 100.47% | Q1 2026 | May 04, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 227,921 | 7,717 | 2.2% | 1.58% | 172 | +54,602 | 31.5% | Q1 2026 | Apr 07, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 226,648 | 7,674 | 2.46% | 2.46% | 173 | +7,699 | 3.52% | Q1 2026 | Apr 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 234,750 | 7,645 | 0.37% | 0.36% | 174 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 222,361 | 7,529 | 0.86% | 0.69% | 175 | +40,141 | 22.03% | Q1 2026 | Apr 15, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 217,654 | 7,369 | 4.75% | 4.75% | 176 | +12,186 | 5.93% | Q1 2026 | Apr 23, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Added to | 216,940 | 7,345 | 3.14% | 2.99% | 177 | +5,032 | 2.37% | Q1 2026 | May 06, 2026 |
| Oceanside Advisors LLC | History | Added to | 215,863 | 7,309 | 4.17% | 4.25% | 178 | +605 | 0.28% | Q1 2026 | Apr 28, 2026 |
| Wealthquest Corp | History | No change | 221,841 | 7,225 | 0.55% | 0.55% | 179 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 207,842 | 7,037 | 0.01% | 0.02% | 180 | -39,745 | -16.05% | Q1 2026 | May 14, 2026 |
| Jacobi Capital Management LLC | History | Added to | 206,558 | 6,994 | 0.39% | 0.34% | 181 | +27,913 | 15.62% | Q1 2026 | May 13, 2026 |
| IronBridge Private Wealth, LLC | History | New | 205,435 | 6,956 | 2.24% | — | 182 | +205,435 | New | Q1 2026 | May 13, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 204,960 | 6,939 | 2.74% | 2.93% | 183 | -7,385 | -3.48% | Q1 2026 | Apr 08, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 202,275 | 6,849 | 1.31% | 1.24% | 184 | +15,161 | 8.1% | Q1 2026 | Apr 24, 2026 |
| Arax Advisory Partners | History | Added to | 201,754 | 6,843 | 0.19% | 0.19% | 185 | +6,602 | 3.38% | Q1 2026 | May 13, 2026 |
| GK Wealth Management LLC | History | New | 208,033 | 6,804 | 5.92% | — | 187 | +208,033 | New | Q1 2026 | Apr 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | Added to | 208,033 | 6,804 | 5.92% | 5.27% | 186 | +33,967 | 19.51% | Q1 2026 | Apr 07, 2026 |
| Pathstone Holdings, LLC | History | Added to | 200,492 | 6,788 | 0.03% | 0.02% | 188 | +58,098 | 40.8% | Q1 2026 | May 11, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 199,511 | 6,755 | 4.88% | 2.06% | 189 | -167,995 | -45.71% | Q1 2026 | Apr 14, 2026 |
| MBA Advisors LLC | History | Added to | 194,560 | 6,587 | 2.53% | 2.41% | 190 | +10,803 | 5.88% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | New | 192,267 | 6,510 | 0.05% | — | 191 | +192,267 | New | Q1 2026 | May 15, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 188,414 | 6,379 | 1.69% | 1.66% | 192 | -5,566 | -2.87% | Q1 2026 | Apr 27, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 187,793 | 6,358 | 0.08% | 0.09% | 193 | -28,780 | -13.29% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 187,793 | 6,358 | 0.43% | 0.49% | 194 | -28,780 | -13.29% | Q1 2026 | Apr 21, 2026 |
| Note Advisors, LLC | History | Added to | 185,564 | 6,283 | 3.14% | 3.15% | 195 | +7,441 | 4.18% | Q1 2026 | May 15, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 183,184 | 6,202 | 2.43% | 2.23% | 196 | +14,666 | 8.7% | Q1 2026 | Apr 17, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 181,883 | 6,158 | 2.42% | 2.4% | 197 | -4,411 | -2.37% | Q1 2026 | May 04, 2026 |
| Keebeck Wealth Management | History | Added to | 181,208 | 6,135 | 0.69% | 0.25% | 198 | +113,660 | 168.27% | Q1 2026 | May 14, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 184,656 | 6,014 | 1.81% | 1.81% | 199 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Fort Henry Capital, LLC | History | Reduced | 174,904 | 5,922 | 3.58% | 3.59% | 200 | -4,908 | -2.73% | Q1 2026 | Apr 20, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 174,471 | 5,907 | 2.02% | 2.07% | 201 | -5,497 | -3.05% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 174,313 | 5,902 | 4.73% | 4.23% | 202 | +22,444 | 14.78% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 173,489 | 5,874 | 0.05% | 0.03% | 203 | +104,685 | 152.15% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 169,072 | 5,724 | 0.17% | 0.18% | 204 | +20,981 | 14.17% | Q1 2026 | May 15, 2026 |
| Elser Financial Planning, Inc | History | New | 170,293 | 5,704 | 0.28% | — | 205 | +170,293 | New | Q1 2026 | Apr 15, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 152,642 | 5,702 | 3.02% | 2.95% | 206 | -3,325 | -2.13% | Q1 2026 | May 04, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 167,095 | 5,657 | 3.81% | 3.69% | 207 | +7,242 | 4.53% | Q1 2026 | Apr 13, 2026 |
| ArborFi Advisors, LLC | History | Added to | 167,063 | 5,656 | 4.62% | 3.5% | 208 | +34,589 | 26.11% | Q1 2026 | Apr 29, 2026 |
| Sageworth Trust Co | History | Reduced | 166,676 | 5,643 | 0.24% | 0.23% | 209 | -110 | -0.07% | Q1 2026 | Apr 29, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 161,843 | 5,479 | 1.62% | 1.4% | 211 | +22,896 | 16.48% | Q1 2026 | Apr 20, 2026 |
| PFG Advisors | History | Added to | 161,815 | 5,479 | 0.27% | 0.24% | 210 | +9,957 | 6.56% | Q1 2026 | May 05, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 157,696 | 5,339 | 2.92% | 2.77% | 212 | +2,618 | 1.69% | Q1 2026 | Apr 22, 2026 |
| AA Financial Advisors, LLC | History | Reduced | 156,704 | 5,305 | 0.75% | 1.75% | 213 | -134,096 | -46.11% | Q1 2026 | Apr 20, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Reduced | 154,811 | 5,241 | 1.14% | 1.13% | 214 | -5,895 | -3.67% | Q1 2026 | Apr 14, 2026 |
| Thayer Financial, L.L.C. | History | Added to | 154,636 | 5,235 | 5.34% | 5.29% | 215 | +1,027 | 0.67% | Q1 2026 | Apr 13, 2026 |
| IAG Wealth Partners, LLC | History | Reduced | 153,733 | 5,205 | 0.58% | 0.59% | 216 | -3,536 | -2.25% | Q1 2026 | Apr 29, 2026 |
| Allworth Financial LP | History | Added to | 153,612 | 5,201 | 0.02% | 0.01% | 217 | +42,464 | 38.2% | Q1 2026 | May 14, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 147,600 | 4,997 | 0.94% | 0.91% | 218 | +111 | 0.08% | Q1 2026 | Apr 13, 2026 |
| North Capital, Inc. | History | Added to | 146,685 | 4,965 | 4.21% | 3.99% | 219 | +4,493 | 3.16% | Q1 2026 | Apr 30, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 146,488 | 4,960 | 0.22% | 0.19% | 220 | +4,854 | 3.43% | Q1 2026 | May 11, 2026 |
| American Capital Advisory, LLC | History | Added to | 144,948 | 4,907 | 1.98% | 1.55% | 221 | +35,024 | 31.86% | Q1 2026 | Apr 29, 2026 |
| Navigate Wealth Management, LLC | History | New | 132,219 | 4,900 | 3.44% | — | 222 | +132,219 | New | Q1 2026 | Apr 27, 2026 |
| VANCE WEALTH, LLC | History | Added to | 143,576 | 4,861 | 1.4% | 0.97% | 223 | +43,796 | 43.89% | Q1 2026 | May 15, 2026 |
| Navigoe, LLC | History | Added to | 142,038 | 4,809 | 2.84% | 2.75% | 224 | +5,035 | 3.68% | Q1 2026 | May 01, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 140,565 | 4,759 | 0.35% | 0.31% | 225 | +12,445 | 9.71% | Q1 2026 | Apr 15, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Reduced | 139,850 | 4,735 | 2.83% | 2.84% | 226 | -6,922 | -4.72% | Q1 2026 | Apr 15, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 139,300 | 4,716 | 2.05% | 2.03% | 227 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Reduced | 137,998 | 4,672 | 2.63% | 2.59% | 228 | -205 | -0.15% | Q1 2026 | Apr 13, 2026 |
| Daner Wealth Management, LLC | History | Added to | 119,260 | 4,652 | 2.73% | 2.58% | 229 | +2,299 | 1.97% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 139,377 | 4,539 | 0.03% | 0.03% | 230 | +5,809 | 4.35% | Q1 2026 | May 15, 2026 |
| Plancorp, LLC | History | Added to | 125,496 | 4,525 | 0.13% | 0.12% | 231 | +1 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Sculati Wealth Management, LLC | History | Added to | 132,524 | 4,487 | 1.66% | 1.49% | 232 | +2,324 | 1.78% | Q1 2026 | Apr 09, 2026 |
| SouthState Bank Corp | History | Added to | 131,728 | 4,460 | 0.21% | 0.18% | 233 | +10,114 | 8.32% | Q1 2026 | May 05, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Added to | 130,010 | 4,402 | 0.75% | 0.62% | 234 | +17,917 | 15.98% | Q1 2026 | May 04, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 127,528 | 4,318 | 1.12% | 1.11% | 235 | -2,804 | -2.15% | Q1 2026 | Apr 14, 2026 |
| Saxony Capital Management, LLC | History | Added to | 120,229 | 4,070 | 2.36% | 2.31% | 236 | +4,268 | 3.68% | Q1 2026 | Apr 24, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 120,098 | 4,066 | 2.33% | 2.26% | 237 | -2,544 | -2.07% | Q1 2026 | Apr 22, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 119,559 | 4,048 | 2.16% | 2.04% | 238 | +7,144 | 6.36% | Q1 2026 | May 01, 2026 |
| SB Capital Management Inc | History | No change | 122,159 | 3,978 | 1.46% | 1.46% | 239 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Kilner Capital Advisors, LLC | History | Added to | 116,453 | 3,943 | 3.78% | 3.55% | 240 | +2,182 | 1.91% | Q1 2026 | May 11, 2026 |
| Burton Enright Welch | History | Added to | 116,328 | 3,938 | 0.54% | 0.53% | 241 | +1,720 | 1.5% | Q1 2026 | May 01, 2026 |
| Tillman Hartley LLC | History | Added to | 115,543 | 3,912 | 0.98% | 0.83% | 242 | +14,483 | 14.33% | Q1 2026 | May 08, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 115,319 | 3,904 | 0.37% | 0.34% | 243 | +5,934 | 5.42% | Q1 2026 | Apr 09, 2026 |
| Jacobsen Capital Management | History | New | 114,024 | 3,860 | 1.3% | — | 244 | +114,024 | New | Q1 2026 | Apr 24, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 112,734 | 3,817 | 0.57% | 0.6% | 245 | -4,359 | -3.72% | Q1 2026 | Apr 14, 2026 |
| Plan Group Financial, LLC | History | Reduced | 110,404 | 3,738 | 0.88% | 1.22% | 246 | -34,326 | -23.72% | Q1 2026 | Apr 13, 2026 |
| Blue Trust, Inc. | History | Added to | 110,218 | 3,731 | 0.04% | 0.04% | 247 | +2,327 | 2.16% | Q1 2026 | Apr 20, 2026 |
| BIP Wealth, LLC | History | Added to | 109,210 | 3,697 | 0.15% | 0.12% | 248 | +7,780 | 7.67% | Q1 2026 | Apr 27, 2026 |
| HB Wealth Management, LLC | History | Added to | 109,014 | 3,691 | 0.02% | 0.02% | 249 | +5,388 | 5.2% | Q1 2026 | Apr 27, 2026 |
| Crown Wealth Group, LLC | History | New | 107,449 | 3,638 | 1.07% | — | 250 | +107,449 | New | Q1 2026 | Apr 21, 2026 |
| CVA Family Office, LLC | History | Added to | 107,145 | 3,627 | 0.38% | 0.2% | 251 | +53,335 | 99.12% | Q1 2026 | Apr 29, 2026 |
| Arkadios Wealth Advisors | History | Added to | 106,980 | 3,622 | 0.06% | 0.04% | 252 | +44,678 | 71.71% | Q1 2026 | May 18, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 106,486 | 3,605 | 0.58% | 0.38% | 253 | +20,741 | 24.19% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 104,929 | 3,552 | 0.01% | 0.01% | 254 | -1,956 | -1.83% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 104,638 | 3,543 | 0.01% | 0.01% | 255 | +17,557 | 20.16% | Q1 2026 | Apr 30, 2026 |
| NewEdge Wealth, LLC | History | Added to | 103,759 | 3,513 | 0.04% | 0.01% | 256 | +74,977 | 260.5% | Q1 2026 | May 13, 2026 |
| City State Bank | History | Added to | 103,491 | 3,504 | 0.91% | 0.86% | 257 | +7,447 | 7.75% | Q1 2026 | Apr 20, 2026 |
| BAKER BOYER NATIONAL BANK | History | Added to | 102,581 | 3,473 | 1.04% | 0.99% | 258 | +1,497 | 1.48% | Q1 2026 | Apr 27, 2026 |
| Capstone Wealth Management, Inc. | History | Added to | 99,184 | 3,376 | 2.86% | 2.81% | 259 | +2,809 | 2.91% | Q1 2026 | May 15, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 98,278 | 3,327 | 0.61% | 0.5% | 260 | +9,480 | 10.68% | Q1 2026 | May 12, 2026 |
| Emprise Bank | History | No change | 97,238 | 3,292 | 1.32% | 1.32% | 261 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Edge Financial Advisors LLC | History | No change | 100,959 | 3,285 | 1.38% | 1.38% | 262 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Family Manage LLC | History | New | 96,906 | 3,281 | 0.39% | — | 263 | +96,906 | New | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 96,685 | 3,273 | 0.1% | 0.13% | 264 | -19,098 | -16.49% | Q1 2026 | May 15, 2026 |
| Heritage Financial Services, LLC | History | No change | 98,200 | 3,198 | 0.27% | 0.27% | 265 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 94,409 | 3,196 | 1.1% | 1.01% | 266 | +7,994 | 9.25% | Q1 2026 | Apr 23, 2026 |
| Breakwater Capital Group | History | Added to | 94,385 | 3,195 | 0.43% | 0.41% | 267 | +3,101 | 3.4% | Q1 2026 | Apr 20, 2026 |
| Level Financial Advisors | History | Reduced | 93,700 | 3,172 | 0.81% | 0.84% | 268 | -3,842 | -3.94% | Q1 2026 | Apr 10, 2026 |
| Burk Holdings LLC | History | Added to | 93,510 | 3,166 | 1.36% | 1.39% | 269 | +3,720 | 4.14% | Q1 2026 | May 07, 2026 |
| Financial Symmetry Inc | History | Added to | 82,588 | 3,148 | 1.12% | 1.07% | 270 | +1,789 | 2.21% | Q1 2026 | May 11, 2026 |
| AlTi Global, Inc. | History | No change | 92,800 | 3,142 | 0.07% | 0.06% | 271 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Savvy Advisors, Inc. | History | Added to | 92,520 | 3,132 | 0.08% | 0.06% | 272 | +39,639 | 74.96% | Q1 2026 | May 11, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 91,032 | 3,082 | 1.13% | 1.04% | 273 | +920 | 1.02% | Q1 2026 | Apr 16, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 94,147 | 3,066 | 1.79% | 1.79% | 274 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sanchez Levi Garrett | History | New | 89,942 | 3,045 | 1.91% | — | 275 | +89,942 | New | Q1 2026 | May 15, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 88,613 | 3,000 | 1.8% | 1.78% | 276 | +1,669 | 1.92% | Q1 2026 | Apr 27, 2026 |
| Factor Wealth Management LTD | History | Reduced | 88,499 | 2,996 | 0.56% | 0.8% | 277 | -25,387 | -22.29% | Q1 2026 | Apr 20, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 88,330 | 2,990 | 0.7% | 0.66% | 278 | +3,568 | 4.21% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 88,134 | 2,984 | 0.0% | 0.0% | 279 | +10,336 | 13.29% | Q1 2026 | May 12, 2026 |
| Johnson Wealth Management, LLC | History | Reduced | 87,492 | 2,962 | 1.43% | 1.45% | 280 | -2,090 | -2.33% | Q1 2026 | Apr 23, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 86,437 | 2,926 | 0.54% | 0.62% | 281 | -6,110 | -6.6% | Q1 2026 | Apr 30, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 85,573 | 2,897 | 0.33% | 0.31% | 282 | +874 | 1.03% | Q1 2026 | May 01, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 85,263 | 2,887 | 0.15% | 0.16% | 283 | -6,467 | -7.05% | Q1 2026 | Apr 08, 2026 |
| First Financial Group Corp | History | Added to | 85,083 | 2,880 | 2.35% | 2.2% | 284 | +5,765 | 7.27% | Q1 2026 | Apr 22, 2026 |
| FMB WEALTH MANAGEMENT | History | Reduced | 85,045 | 2,879 | 1.19% | 2.06% | 285 | -75,162 | -46.92% | Q1 2026 | Apr 15, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 84,129 | 2,848 | 1.13% | 1.11% | 286 | +127 | 0.15% | Q1 2026 | May 01, 2026 |
| CGN Advisors LLC | History | Reduced | 83,886 | 2,840 | 0.22% | 0.22% | 287 | -1,403 | -1.64% | Q1 2026 | Apr 13, 2026 |
| Elyxium Wealth, LLC | History | Added to | 83,386 | 2,823 | 0.91% | 0.48% | 288 | +29,935 | 56.0% | Q1 2026 | May 06, 2026 |
| COMMERCE BANK | History | New | 82,012 | 2,776 | 0.01% | — | 289 | +82,012 | New | Q1 2026 | May 11, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 81,173 | 2,748 | 1.1% | 1.04% | 290 | +3,807 | 4.92% | Q1 2026 | Apr 21, 2026 |
| Hilltop Holdings Inc. | History | New | 80,800 | 2,735 | 0.25% | — | 291 | +80,800 | New | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Reduced | 80,648 | 2,730 | 0.05% | 0.05% | 292 | -4,844 | -5.67% | Q1 2026 | Apr 17, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 79,662 | 2,697 | 0.32% | 0.27% | 293 | +7,206 | 9.95% | Q1 2026 | May 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 79,480 | 2,691 | 0.0% | 0.0% | 294 | +13,800 | 21.01% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 78,262 | 2,649 | 0.26% | 0.32% | 295 | +66 | 0.08% | Q1 2026 | Apr 06, 2026 |
| Lido Advisors, LLC | History | New | 77,311 | 2,617 | 0.01% | — | 296 | +77,311 | New | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 75,421 | 2,553 | 0.7% | 0.71% | 297 | +200 | 0.27% | Q1 2026 | May 13, 2026 |
| 55 North Private Wealth, LLC | History | Reduced | 74,382 | 2,518 | 0.64% | 0.65% | 298 | -1,388 | -1.83% | Q1 2026 | Apr 17, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 73,560 | 2,490 | 0.85% | 0.65% | 299 | +16,182 | 28.2% | Q1 2026 | Apr 17, 2026 |
| Platform Wealth Management, LLC | History | No change | 76,446 | 2,489 | 0.66% | 0.66% | 300 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 72,384 | 2,450 | 1.14% | 1.16% | 301 | +1,035 | 1.45% | Q1 2026 | Apr 09, 2026 |
| First PREMIER Bank | History | Added to | 71,501 | 2,421 | 0.56% | 0.26% | 302 | +36,146 | 102.24% | Q1 2026 | Apr 20, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 71,027 | 2,404 | 0.32% | 0.3% | 303 | +4,784 | 7.22% | Q1 2026 | May 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 70,980 | 2,403 | 0.03% | 0.03% | 304 | +2,260 | 3.29% | Q1 2026 | May 15, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 73,716 | 2,400 | 2.31% | 2.31% | 305 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 70,656 | 2,392 | 0.19% | 0.17% | 306 | +1,215 | 1.75% | Q1 2026 | Apr 06, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 69,561 | 2,355 | 0.95% | 0.94% | 307 | -874 | -1.24% | Q1 2026 | Apr 20, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 69,336 | 2,347 | 1.29% | 1.43% | 308 | +152 | 0.22% | Q1 2026 | May 11, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 67,749 | 2,293 | 0.18% | 0.19% | 309 | -3,701 | -5.18% | Q1 2026 | May 15, 2026 |
| Beckerman Institutional, LLC | History | Added to | 67,567 | 2,287 | 1.22% | 1.18% | 310 | +2,817 | 4.35% | Q1 2026 | May 04, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 67,291 | 2,278 | 0.32% | 0.24% | 311 | +13,697 | 25.56% | Q1 2026 | Apr 20, 2026 |
| Heritage Investment Group, Inc. | History | No change | 67,304 | 2,278 | 0.34% | 0.33% | 312 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Lauer Wealth, LLC | History | Reduced | 63,111 | 2,268 | 1.81% | 1.67% | 313 | -3,513 | -5.27% | Q1 2026 | Apr 13, 2026 |
| Timonier Family Office, LTD. | History | No change | 68,893 | 2,243 | 0.71% | 0.71% | 314 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Oak Wealth Advisors LLC | History | No change | 65,579 | 2,220 | 1.22% | 1.23% | 315 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sollinda Capital Management LLC | History | Added to | 65,314 | 2,211 | 0.54% | 0.52% | 317 | +3,096 | 4.98% | Q1 2026 | Apr 30, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 65,301 | 2,211 | 0.31% | 0.36% | 316 | -2,526 | -3.72% | Q1 2026 | May 08, 2026 |
| Zhang Financial LLC | History | Added to | 64,978 | 2,200 | 0.08% | 0.08% | 318 | +47 | 0.07% | Q1 2026 | May 06, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 64,880 | 2,196 | 0.11% | 0.11% | 319 | +1,134 | 1.78% | Q1 2026 | Apr 17, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 64,258 | 2,175 | 0.99% | 0.95% | 320 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| E6 Portfolios, LLC | History | Added to | 64,091 | 2,170 | 2.26% | 2.29% | 321 | +2,530 | 4.11% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 63,914 | 2,164 | 0.05% | 0.04% | 322 | +5,563 | 9.53% | Q1 2026 | May 01, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 63,759 | 2,158 | 0.02% | 0.01% | 323 | +25,832 | 68.11% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 63,574 | 2,153 | 0.0% | 0.0% | 324 | +51,008 | 405.92% | Q1 2026 | May 01, 2026 |
| Broadhurst Jeffrey B | History | Reduced | 63,400 | 2,146 | 2.2% | 2.18% | 325 | -1,160 | -1.8% | Q1 2026 | May 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 63,200 | 2,139 | 0.11% | 0.12% | 326 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 62,424 | 2,113 | 0.69% | 0.66% | 327 | +1,716 | 2.83% | Q1 2026 | Apr 24, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 61,833 | 2,093 | 2.56% | 2.49% | 328 | -9,383 | -13.18% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 61,316 | 2,076 | 0.0% | 0.0% | 329 | +4,622 | 8.15% | Q1 2026 | May 15, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Reduced | 61,298 | 2,075 | 1.66% | 1.66% | 330 | -113 | -0.18% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 60,864 | 2,061 | 0.01% | 0.0% | 331 | +6,896 | 12.78% | Q1 2026 | Apr 30, 2026 |
| Tandem Financial, LLC | History | New | 60,853 | 2,060 | 0.66% | — | 332 | +60,853 | New | Q1 2026 | May 08, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 60,762 | 2,057 | 0.08% | 0.08% | 333 | -3,717 | -5.76% | Q1 2026 | Apr 28, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 60,082 | 2,034 | 0.21% | 0.27% | 334 | -1,992 | -3.21% | Q1 2026 | Apr 23, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 59,860 | 2,026 | 0.87% | 0.86% | 335 | -1,986 | -3.21% | Q1 2026 | May 15, 2026 |
| Porter White Investment Advisors, Inc. | History | Reduced | 59,227 | 2,005 | 0.8% | 0.79% | 336 | -20 | -0.03% | Q1 2026 | May 12, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 58,748 | 1,989 | 0.52% | 0.52% | 337 | -3,475 | -5.58% | Q1 2026 | Apr 15, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Added to | 57,643 | 1,951 | 1.87% | 1.8% | 338 | +1,520 | 2.71% | Q1 2026 | Apr 21, 2026 |
| PW ADVISORS, LLC \ FL | History | Reduced | 57,096 | 1,933 | 1.45% | 2.35% | 339 | -32,708 | -36.42% | Q1 2026 | Apr 24, 2026 |
| Cordant, Inc. | History | Reduced | 56,509 | 1,913 | 0.78% | 0.78% | 340 | -430 | -0.76% | Q1 2026 | Apr 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 56,452 | 1,911 | 0.11% | 0.11% | 341 | +28,127 | 99.3% | Q1 2026 | Apr 22, 2026 |
| Wealthfront Advisers LLC | History | Added to | 56,290 | 1,905 | 0.0% | 0.0% | 342 | +11,651 | 26.1% | Q1 2026 | May 05, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 56,140 | 1,900 | 0.12% | 0.12% | 343 | -292 | -0.52% | Q1 2026 | Apr 17, 2026 |
| M Wealth Management, LLC | History | Added to | 54,936 | 1,860 | 1.57% | 1.54% | 344 | +446 | 0.82% | Q1 2026 | May 15, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 54,761 | 1,854 | 1.26% | 1.25% | 345 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Madrid Wealth Management, LLC | History | Added to | 54,225 | 1,836 | 1.39% | 1.19% | 346 | +9,283 | 20.66% | Q1 2026 | Apr 21, 2026 |
| Oder Investment Management, LLC | History | Added to | 53,912 | 1,825 | 1.4% | 1.26% | 347 | +658 | 1.24% | Q1 2026 | May 05, 2026 |
| Helium Advisors LLC | History | Added to | 53,598 | 1,814 | 1.73% | 0.64% | 348 | +34,316 | 177.97% | Q1 2026 | May 05, 2026 |
| Meritas Wealth Management, LLC | History | Reduced | 53,345 | 1,806 | 0.82% | 0.84% | 349 | -293 | -0.55% | Q1 2026 | Apr 09, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 53,059 | 1,796 | 1.49% | 1.26% | 350 | +7,963 | 17.66% | Q1 2026 | Apr 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 52,521 | 1,778 | 0.0% | 0.0% | 351 | +44,246 | 534.69% | Q1 2026 | May 13, 2026 |
| Ponta Wealth Partners, LLC | History | New | 51,879 | 1,756 | 1.41% | — | 352 | +51,879 | New | Q1 2026 | May 11, 2026 |
| Syverson Strege & Co | History | Reduced | 51,682 | 1,749 | 0.42% | 0.45% | 354 | -7,217 | -12.25% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 51,670 | 1,749 | 0.04% | 0.04% | 353 | -101 | -0.2% | Q1 2026 | Apr 13, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 51,595 | 1,747 | 0.96% | 0.93% | 355 | -251 | -0.48% | Q1 2026 | Apr 22, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Reduced | 51,358 | 1,738 | 0.1% | 0.11% | 356 | -430 | -0.83% | Q1 2026 | May 11, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 51,113 | 1,730 | 0.24% | 0.43% | 357 | +2,661 | 5.49% | Q1 2026 | May 12, 2026 |
| Cedar Point Capital Partners, LLC | History | New | 50,726 | 1,717 | 1.12% | — | 358 | +50,726 | New | Q1 2026 | May 06, 2026 |
| FineMark National Bank & Trust | History | No change | 52,619 | 1,713 | 0.05% | 0.05% | 359 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JDH Wealth Management, LLC | History | No change | 50,163 | 1,698 | 1.14% | 1.12% | 360 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Compound Planning, Inc. | History | Added to | 49,024 | 1,659 | 0.05% | 0.02% | 361 | +29,980 | 157.42% | Q1 2026 | May 14, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 48,966 | 1,657 | 0.67% | 1.03% | 362 | -23,002 | -31.96% | Q1 2026 | Apr 30, 2026 |
| Three Arch Wealth Management LLC | History | Reduced | 48,508 | 1,642 | 0.3% | 0.32% | 363 | -4,123 | -7.83% | Q1 2026 | May 06, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 48,340 | 1,636 | 0.03% | 0.01% | 364 | +38,311 | 382.0% | Q1 2026 | Apr 14, 2026 |
| Seven Springs Wealth Group, LLC | History | Reduced | 47,721 | 1,615 | 0.37% | 0.44% | 365 | -89 | -0.19% | Q1 2026 | May 14, 2026 |
| Krilogy Financial LLC | History | No change | 42,730 | 1,586 | 0.05% | 0.05% | 366 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 41,185 | 1,556 | 0.03% | 0.03% | 367 | +1,555 | 3.92% | Q1 2026 | May 04, 2026 |
| Donalies Financial Planning, LLC | History | Reduced | 45,745 | 1,548 | 1.32% | 1.29% | 368 | -765 | -1.64% | Q1 2026 | May 05, 2026 |
| Pacific Asset Management, LLC | History | Added to | 44,439 | 1,504 | 0.84% | 0.86% | 369 | +539 | 1.23% | Q1 2026 | May 01, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 43,100 | 1,459 | 0.0% | — | 370 | +43,100 | New | Q1 2026 | May 14, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 43,043 | 1,457 | 0.53% | 0.54% | 371 | -1,804 | -4.02% | Q1 2026 | Apr 27, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 42,970 | 1,454 | 0.11% | 0.11% | 372 | -409 | -0.94% | Q1 2026 | Apr 22, 2026 |
| American Investment Services, Inc. | History | Added to | 42,805 | 1,449 | 0.32% | 0.32% | 373 | +1,050 | 2.51% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 42,676 | 1,444 | 0.0% | 0.0% | 374 | +6,801 | 18.96% | Q1 2026 | May 13, 2026 |
| Vantage Point Financial LLC | History | Reduced | 42,534 | 1,440 | 0.51% | 0.51% | 375 | -1,149 | -2.63% | Q1 2026 | May 01, 2026 |
| Trailhead Planners LLC | History | Added to | 42,075 | 1,424 | 1.37% | 1.31% | 376 | +1,043 | 2.54% | Q1 2026 | May 06, 2026 |
| Grunden Financial Advisory, Inc. | History | No change | 43,218 | 1,407 | 0.55% | 0.55% | 377 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Exeter Financial, LLC | History | Added to | 41,431 | 1,402 | 0.57% | 0.46% | 378 | +8,527 | 25.91% | Q1 2026 | Apr 23, 2026 |
| DBK Financial Counsel, LLC | History | No change | 42,863 | 1,396 | 1.07% | 1.07% | 379 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 39,746 | 1,345 | 0.03% | 0.03% | 380 | -4,464 | -10.1% | Q1 2026 | May 15, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 39,168 | 1,326 | 0.32% | 0.28% | 381 | +4,463 | 12.86% | Q1 2026 | Apr 10, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 38,968 | 1,319 | 0.29% | 0.11% | 382 | +23,293 | 148.6% | Q1 2026 | May 11, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 38,510 | 1,303 | 0.44% | 0.47% | 383 | -6,244 | -13.95% | Q1 2026 | Apr 08, 2026 |
| L & S Advisors Inc | History | Reduced | 38,324 | 1,297 | 0.16% | 0.12% | 384 | -246 | -0.64% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 38,182 | 1,292 | 0.09% | 0.09% | 385 | -907 | -2.32% | Q1 2026 | May 05, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 37,244 | 1,261 | 1.06% | 1.06% | 386 | +476 | 1.29% | Q1 2026 | Apr 21, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 36,790 | 1,245 | 0.27% | 0.26% | 387 | +6 | 0.02% | Q1 2026 | Apr 13, 2026 |
| Ascentis Independent Advisors | History | Added to | 36,494 | 1,235 | 0.09% | 0.17% | 388 | +3,825 | 11.71% | Q1 2026 | Apr 28, 2026 |
| APS Management Group, Inc. | History | Reduced | 36,107 | 1,222 | 1.05% | 1.08% | 389 | -2,576 | -6.66% | Q1 2026 | Apr 15, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Reduced | 35,656 | 1,207 | 0.74% | 0.75% | 390 | -1,036 | -2.82% | Q1 2026 | Apr 22, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 35,077 | 1,187 | 0.44% | 0.41% | 391 | +1,339 | 3.97% | Q1 2026 | Apr 09, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 34,966 | 1,183 | 0.42% | — | 392 | +34,966 | New | Q1 2026 | May 13, 2026 |
| Wealth Advisors Northwest LLC | History | Reduced | 34,119 | 1,155 | 0.48% | 0.54% | 393 | -3,075 | -8.27% | Q1 2026 | Apr 08, 2026 |
| Everest Financial Group LLC | History | New | 34,028 | 1,152 | 0.19% | — | 394 | +34,028 | New | Q1 2026 | May 15, 2026 |
| Shearwater Capital LLC | History | Added to | 33,961 | 1,149 | 0.6% | 0.63% | 395 | +5 | 0.01% | Q1 2026 | Apr 09, 2026 |
| Montis Financial, LLC | History | Added to | 33,712 | 1,141 | 0.24% | 0.22% | 396 | +49 | 0.15% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 33,407 | 1,131 | 0.01% | 0.0% | 397 | +9,076 | 37.3% | Q1 2026 | May 13, 2026 |
| Invst, LLC | History | Added to | 33,131 | 1,121 | 0.13% | 0.11% | 398 | +624 | 1.92% | Q1 2026 | May 13, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 32,941 | 1,115 | 0.51% | 0.54% | 399 | +53 | 0.16% | Q1 2026 | Apr 16, 2026 |
| BURNEY CO/ | History | Added to | 32,710 | 1,107 | 0.03% | 0.03% | 400 | +2,207 | 7.24% | Q1 2026 | Apr 29, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 31,641 | 1,071 | 0.73% | 0.66% | 401 | +2,650 | 9.14% | Q1 2026 | Apr 21, 2026 |
| LAM GROUP, INC. | History | Reduced | 31,490 | 1,066 | 0.59% | 0.59% | 402 | -10 | -0.03% | Q1 2026 | Apr 22, 2026 |
| Flagstone Financial Management | History | Reduced | 31,426 | 1,064 | 0.26% | 0.26% | 403 | -237 | -0.75% | Q1 2026 | Apr 27, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 31,314 | 1,060 | 0.07% | 0.06% | 404 | -1,453 | -4.43% | Q1 2026 | Apr 22, 2026 |
| NORTHERN TRUST CORP | History | No change | 30,664 | 1,038 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 30,646 | 1,037 | 0.51% | 0.5% | 406 | -995 | -3.14% | Q1 2026 | May 14, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 30,178 | 1,021 | 0.06% | 0.06% | 407 | -1,218 | -3.88% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 31,040 | 1,010 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 29,711 | 1,006 | 0.27% | 0.28% | 409 | -1,403 | -4.51% | Q1 2026 | May 12, 2026 |
| Lynx Investment Advisory | History | Added to | 29,261 | 990 | 0.47% | 0.3% | 410 | +12,621 | 75.85% | Q1 2026 | Apr 24, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 28,820 | 975 | 1.5% | — | 411 | +28,820 | New | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | New | 28,711 | 972 | 0.0% | — | 412 | +28,711 | New | Q1 2026 | May 01, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 28,557 | 966 | 0.26% | 0.23% | 413 | +2,637 | 10.17% | Q1 2026 | Apr 21, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 28,157 | 953 | 0.0% | 0.0% | 414 | +1,565 | 5.89% | Q1 2026 | Apr 27, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 28,048 | 949 | 0.85% | — | 415 | +28,048 | New | Q1 2026 | May 07, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 24,984 | 946 | 0.27% | 0.14% | 416 | +11,805 | 89.57% | Q1 2026 | Apr 27, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 27,729 | 938 | 0.16% | 0.15% | 417 | +1,624 | 6.22% | Q1 2026 | May 12, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 27,607 | 934 | 0.48% | 0.4% | 418 | -603 | -2.14% | Q1 2026 | Apr 21, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | New | 27,407 | 928 | 0.14% | — | 419 | +27,407 | New | Q1 2026 | Apr 24, 2026 |
| Vestment Financial LLC | History | Reduced | 24,564 | 923 | 0.43% | 0.46% | 420 | -1,456 | -5.6% | Q1 2026 | May 01, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 27,241 | 922 | 0.46% | 0.44% | 421 | +5 | 0.02% | Q1 2026 | Apr 30, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Added to | 26,782 | 906 | 0.41% | 0.28% | 422 | +7,054 | 35.76% | Q1 2026 | May 12, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 26,717 | 905 | 0.05% | 0.05% | 423 | -1,495 | -5.3% | Q1 2026 | Apr 21, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 26,665 | 902 | 0.12% | 0.08% | 424 | +7,744 | 40.93% | Q1 2026 | Apr 07, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 26,501 | 897 | 0.09% | 0.08% | 425 | +1,828 | 7.41% | Q1 2026 | Apr 13, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 26,236 | 888 | 0.59% | 0.6% | 426 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Arnold Financial Planning LLC | History | Reduced | 25,356 | 858 | 0.8% | 0.89% | 427 | -1,129 | -4.26% | Q1 2026 | Apr 14, 2026 |
| AlphaCore Capital LLC | History | No change | 25,272 | 855 | 0.02% | 0.02% | 428 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 24,793 | 839 | 0.07% | 0.07% | 429 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Larry Mathis Financial Planning, LLC | History | Added to | 24,279 | 822 | 0.74% | 0.3% | 430 | +13,707 | 129.65% | Q1 2026 | Apr 21, 2026 |
| rebel Financial LLC | History | Reduced | 24,053 | 814 | 0.35% | 0.36% | 431 | -1,671 | -6.5% | Q1 2026 | Apr 24, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 23,513 | 796 | 0.37% | 0.3% | 433 | +2,554 | 12.19% | Q1 2026 | May 04, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 23,517 | 796 | 0.15% | 0.14% | 432 | -216 | -0.91% | Q1 2026 | May 06, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 23,485 | 795 | 0.06% | 0.06% | 434 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 23,274 | 788 | 0.17% | 0.12% | 435 | +7,098 | 43.88% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 23,192 | 785 | 0.01% | 0.01% | 436 | +1,342 | 6.14% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 23,088 | 781 | 0.01% | 0.01% | 437 | +6,305 | 37.57% | Q1 2026 | May 15, 2026 |
| Tranquility Partners, LLC | History | Added to | 22,949 | 781 | 0.29% | 0.26% | 438 | +739 | 3.33% | Q1 2026 | Apr 20, 2026 |
| Cloud Capital Management, LLC | History | Added to | 23,078 | 781 | 0.34% | 0.35% | 439 | +331 | 1.46% | Q1 2026 | May 12, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 22,251 | 753 | 0.11% | 0.12% | 440 | -1,857 | -7.7% | Q1 2026 | Apr 21, 2026 |
| Parallel Advisors, LLC | History | Reduced | 22,207 | 751 | 0.01% | 0.01% | 441 | -2,433 | -9.87% | Q1 2026 | May 07, 2026 |
| Eaton-Cambridge Inc. | History | No change | 22,163 | 750 | 0.23% | 0.24% | 442 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 21,748 | 736 | 0.0% | 0.0% | 443 | +6,334 | 41.09% | Q1 2026 | May 11, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 21,460 | 726 | 0.09% | 0.1% | 444 | -1,162 | -5.14% | Q1 2026 | May 04, 2026 |
| Midwest Trust Co | History | No change | 21,470 | 726 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BROWN ADVISORY INC | History | Added to | 21,427 | 725 | 0.0% | 0.0% | 446 | +1,643 | 8.3% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 21,124 | 715 | 0.0% | 0.0% | 447 | +2,570 | 13.85% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Reduced | 21,125 | 715 | 0.01% | 0.01% | 448 | -1,756 | -7.67% | Q1 2026 | May 15, 2026 |
| Level Wealth Management LLC | History | Reduced | 20,943 | 709 | 0.33% | 0.38% | 449 | -1,595 | -7.08% | Q1 2026 | Apr 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 20,883 | 707 | 0.01% | 0.01% | 450 | -1,628 | -7.23% | Q1 2026 | May 13, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 20,406 | 690 | 0.42% | 0.35% | 451 | +3,186 | 18.5% | Q1 2026 | Apr 21, 2026 |
| Indivisible Partners | History | Added to | 20,271 | 686 | 0.06% | 0.04% | 452 | +8,027 | 65.56% | Q1 2026 | Apr 30, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 16,852 | 677 | 0.3% | 0.28% | 453 | +6 | 0.04% | Q1 2026 | May 11, 2026 |
| Altiora Financial Group, LLC | History | Added to | 19,960 | 675 | 0.11% | 0.09% | 455 | +3,611 | 22.09% | Q1 2026 | May 08, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 19,958 | 675 | 0.04% | 0.04% | 454 | -703 | -3.4% | Q1 2026 | May 15, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 19,854 | 672 | 0.02% | 0.01% | 456 | +217 | 1.11% | Q1 2026 | May 08, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 19,690 | 666 | 0.63% | — | 457 | +19,690 | New | Q1 2026 | May 14, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 19,259 | 652 | 0.13% | 0.12% | 458 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 19,028 | 644 | 0.33% | 0.33% | 459 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 19,006 | 643 | 0.45% | 0.43% | 460 | +419 | 2.25% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 18,973 | 642 | 0.0% | 0.0% | 461 | -93 | -0.49% | Q1 2026 | May 05, 2026 |
| Friday Financial | History | Added to | 18,946 | 641 | 0.22% | 0.18% | 462 | +2,984 | 18.69% | Q1 2026 | Apr 16, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Reduced | 18,941 | 641 | 0.49% | 0.51% | 463 | -1,128 | -5.62% | Q1 2026 | May 14, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 18,681 | 632 | 0.15% | 0.11% | 464 | +4,769 | 34.28% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 18,569 | 628 | 0.01% | 0.01% | 465 | +1,425 | 8.31% | Q1 2026 | Apr 28, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 18,436 | 624 | 0.03% | 0.03% | 466 | +259 | 1.42% | Q1 2026 | May 14, 2026 |
| CLG LLC | History | Reduced | 18,363 | 621 | 0.15% | 0.15% | 467 | -693 | -3.64% | Q1 2026 | May 14, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 18,184 | 615 | 0.17% | 0.14% | 468 | +2,105 | 13.09% | Q1 2026 | May 11, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 18,143 | 614 | 0.06% | 0.02% | 469 | +10,299 | 131.3% | Q1 2026 | May 04, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 18,076 | 612 | 0.56% | 0.5% | 471 | +1,050 | 6.17% | Q1 2026 | Apr 08, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 16,183 | 612 | 0.25% | 0.24% | 470 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Partners in Financial Planning | History | Added to | 17,544 | 594 | 0.1% | 0.08% | 473 | +2,794 | 18.94% | Q1 2026 | May 11, 2026 |
| Eastover Investment Advisors LLC | History | No change | 17,570 | 594 | 0.25% | 0.25% | 472 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| GWN SECURITIES INC. | History | Reduced | 17,532 | 593 | 0.11% | 0.12% | 474 | -300 | -1.68% | Q1 2026 | May 14, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 17,432 | 590 | 0.28% | 0.26% | 475 | +1,467 | 9.19% | Q1 2026 | Apr 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 17,282 | 585 | 0.14% | 0.12% | 477 | +1,916 | 12.47% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 17,297 | 585 | 0.0% | 0.0% | 476 | +1,381 | 8.68% | Q1 2026 | May 14, 2026 |
| CSP Financial Group, LLC | History | New | 17,222 | 583 | 0.6% | — | 478 | +17,222 | New | Q1 2026 | May 08, 2026 |
| One Capital Management, LLC | History | Reduced | 16,832 | 569 | 0.02% | 0.02% | 479 | -3,315 | -16.45% | Q1 2026 | May 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 16,805 | 569 | 0.12% | 0.12% | 480 | -161 | -0.95% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Added to | 16,465 | 557 | 0.0% | 0.0% | 481 | +3,789 | 29.89% | Q1 2026 | Apr 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 16,438 | 556 | 0.0% | 0.12% | 482 | -483,971 | -96.72% | Q1 2026 | May 13, 2026 |
| Longview Financial Advisors LLC | History | No change | 16,311 | 552 | 0.3% | 0.29% | 483 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 16,200 | 547 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 16,013 | 542 | 0.07% | 0.07% | 485 | +1 | 0.01% | Q1 2026 | Apr 23, 2026 |
| Quantinno Capital Management LP | History | Reduced | 15,745 | 533 | 0.0% | 0.0% | 486 | -411 | -2.54% | Q1 2026 | May 15, 2026 |
| Rather & Kittrell, Inc. | History | Reduced | 15,717 | 532 | 0.08% | 0.09% | 487 | -1,008 | -6.03% | Q1 2026 | May 12, 2026 |
| Selective Wealth Management, Inc. | History | New | 13,949 | 521 | 0.15% | — | 488 | +13,949 | New | Q1 2026 | Apr 30, 2026 |
| tru Independence LLC | History | Reduced | 15,348 | 519 | 0.26% | 0.14% | 489 | -2,313 | -13.1% | Q1 2026 | Apr 22, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 15,326 | 518 | 0.15% | 0.11% | 491 | +3,600 | 30.7% | Q1 2026 | Apr 30, 2026 |
| M Holdings Securities, Inc. | History | No change | 15,236 | 518 | 0.04% | 0.04% | 490 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Woodside Wealth Management LLC | History | Added to | 15,280 | 517 | 0.4% | 0.23% | 492 | +5,939 | 63.58% | Q1 2026 | Apr 13, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 15,729 | 514 | 0.17% | 0.17% | 493 | -181 | -1.14% | Q1 2026 | Apr 27, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 15,007 | 508 | 0.05% | 0.05% | 494 | -1,008 | -6.29% | Q1 2026 | Apr 20, 2026 |
| Argent Trust Co | History | Added to | 14,978 | 507 | 0.02% | 0.01% | 495 | +4,080 | 37.44% | Q1 2026 | May 13, 2026 |
| Abel Hall, LLC | History | No change | 14,995 | 507 | 0.11% | 0.11% | 496 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Quent Capital, LLC | History | Added to | 14,860 | 503 | 0.04% | 0.03% | 497 | +1,520 | 11.39% | Q1 2026 | Apr 28, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 14,557 | 492 | 0.23% | 0.27% | 498 | -1,680 | -10.35% | Q1 2026 | May 01, 2026 |
| Athena Wealth Management, LLC | History | Reduced | 14,391 | 487 | 0.4% | 0.5% | 499 | -1,330 | -8.46% | Q1 2026 | Apr 17, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 14,297 | 484 | 0.27% | 0.3% | 500 | -681 | -4.55% | Q1 2026 | Apr 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 14,267 | 483 | 0.01% | 0.0% | 501 | +2,245 | 18.67% | Q1 2026 | Apr 20, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 14,210 | 481 | 0.01% | 0.01% | 502 | -195 | -1.35% | Q1 2026 | Apr 22, 2026 |
| Aerodigm Wealth, LLC | History | No change | 14,181 | 480 | 0.18% | 0.18% | 503 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GDS Wealth Management | History | New | 14,174 | 479 | 0.03% | — | 504 | +14,174 | New | Q1 2026 | Apr 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 13,725 | 464 | 0.04% | 0.0% | 505 | +12,445 | 972.27% | Q1 2026 | Apr 23, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 13,487 | 456 | 0.15% | 0.22% | 506 | +19 | 0.14% | Q1 2026 | Apr 20, 2026 |
| Fielder Capital Group LLC | History | No change | 13,387 | 453 | 0.1% | 0.09% | 507 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 13,225 | 447 | 0.05% | — | 508 | +13,225 | New | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 13,066 | 442 | 0.0% | — | 510 | +13,066 | New | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 13,083 | 442 | 0.0% | 0.0% | 509 | +6,359 | 94.57% | Q1 2026 | May 08, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 12,996 | 440 | 0.11% | 0.12% | 511 | -944 | -6.77% | Q1 2026 | Apr 10, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 12,830 | 434 | 0.15% | 0.15% | 512 | +201 | 1.59% | Q1 2026 | Apr 22, 2026 |
| Ruedi Wealth Management, Inc. | History | Reduced | 12,749 | 431 | 0.11% | 0.12% | 513 | -1,692 | -11.72% | Q1 2026 | May 01, 2026 |
| XY Planning Network, Inc. | History | Added to | 12,355 | 421 | 0.07% | 0.06% | 514 | +1,243 | 11.19% | Q1 2026 | Apr 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 12,408 | 420 | 0.0% | 0.0% | 515 | +257 | 2.12% | Q1 2026 | Apr 22, 2026 |
| Passive Capital Management, LLC. | History | Added to | 12,398 | 419 | 0.13% | 0.09% | 516 | +3,573 | 40.49% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | New | 12,138 | 410 | 0.03% | — | 517 | +12,138 | New | Q1 2026 | Apr 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 12,025 | 407 | 0.02% | 0.02% | 518 | +785 | 6.98% | Q1 2026 | Apr 29, 2026 |
| Sincerus Advisory, LLC | History | Added to | 11,963 | 405 | 0.31% | 0.31% | 519 | +227 | 1.93% | Q1 2026 | Apr 06, 2026 |
| Frankly Finances, LLC | History | No change | 11,983 | 405 | 0.37% | 0.37% | 520 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Canopy Partners, LLC | History | Added to | 11,899 | 402 | 0.14% | 0.13% | 521 | +4 | 0.03% | Q1 2026 | May 11, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 11,769 | 400 | 0.04% | 0.05% | 522 | +2,414 | 25.8% | Q1 2026 | Apr 10, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 11,768 | 398 | 0.14% | 0.14% | 524 | +15 | 0.13% | Q1 2026 | Apr 21, 2026 |
| Wedmont Private Capital | History | No change | 11,075 | 398 | 0.01% | 0.01% | 523 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 11,657 | 394 | 0.19% | 0.17% | 525 | -35 | -0.3% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 11,342 | 384 | 0.01% | 0.01% | 526 | -43 | -0.38% | Q1 2026 | May 11, 2026 |
| IFG Advisors, LLC | History | Reduced | 11,289 | 382 | 0.06% | 0.06% | 527 | -514 | -4.35% | Q1 2026 | Apr 09, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 11,198 | 379 | 0.11% | 0.11% | 528 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 11,184 | 378 | 0.13% | 0.12% | 529 | +1,281 | 12.94% | Q1 2026 | Apr 08, 2026 |
| Park Edge Advisors, LLC | History | Added to | 11,079 | 375 | 0.09% | 0.06% | 530 | +2,808 | 33.95% | Q1 2026 | Apr 20, 2026 |
| Presidio Capital Management, LLC | History | Added to | 11,032 | 373 | 0.11% | 0.08% | 531 | +2,568 | 30.34% | Q1 2026 | Apr 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 10,901 | 369 | 0.01% | 0.0% | 532 | +10,775 | 8551.59% | Q1 2026 | May 15, 2026 |
| Financial Harvest, LLC | History | Reduced | 10,641 | 360 | 0.21% | 0.22% | 533 | -88 | -0.82% | Q1 2026 | May 05, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 10,425 | 352 | 0.28% | 0.27% | 534 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 10,294 | 348 | 0.13% | 0.13% | 535 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Peirce Capital Management, LLC | History | No change | 10,185 | 344 | 0.13% | 0.13% | 536 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Apollon Financial, LLC | History | Added to | 10,115 | 342 | 0.05% | 0.05% | 537 | +260 | 2.64% | Q1 2026 | Apr 22, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 10,024 | 339 | 0.0% | 0.0% | 538 | -621 | -5.83% | Q1 2026 | May 07, 2026 |
| Concord Wealth Partners | History | Added to | 9,949 | 336 | 0.04% | 0.04% | 539 | +875 | 9.64% | Q1 2026 | May 01, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 9,950 | 336 | 0.21% | 0.22% | 540 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VanderPol Investments L.L.C. | History | No change | 10,286 | 335 | 0.58% | 0.58% | 541 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Matisse Capital | History | No change | 9,687 | 328 | 0.14% | 0.14% | 542 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 9,664 | 327 | 0.15% | 0.17% | 544 | +15 | 0.16% | Q1 2026 | Apr 14, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 9,659 | 327 | 0.12% | 0.12% | 543 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Brooklyn Investment Group | History | New | 9,375 | 317 | 0.01% | — | 548 | +9,375 | New | Q1 2026 | Apr 29, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 9,374 | 317 | 0.17% | 0.16% | 546 | +905 | 10.69% | Q1 2026 | May 15, 2026 |
| Integrity Investment Advisors, LLC | History | Reduced | 9,365 | 317 | 0.17% | 0.17% | 547 | -100 | -1.06% | Q1 2026 | Apr 29, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 9,373 | 317 | 0.11% | 0.11% | 545 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 9,283 | 314 | 0.03% | 0.03% | 549 | +435 | 4.92% | Q1 2026 | May 13, 2026 |
| Cogent Private Wealth, Inc. | History | Reduced | 9,270 | 313 | 0.23% | 0.24% | 550 | -417 | -4.3% | Q1 2026 | Apr 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 9,222 | 312 | 0.15% | 0.14% | 551 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 9,187 | 311 | 0.07% | 0.07% | 552 | -146 | -1.56% | Q1 2026 | Apr 17, 2026 |
| ALTFEST L J & CO INC | History | Added to | 9,129 | 309 | 0.03% | 0.02% | 553 | +2,430 | 36.27% | Q1 2026 | Apr 28, 2026 |
| Accurate Wealth Management, LLC | History | New | 8,403 | 303 | 0.04% | — | 554 | +8,403 | New | Q1 2026 | Apr 22, 2026 |
| Caprock Group, LLC | History | No change | 8,861 | 300 | 0.01% | 0.01% | 555 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 8,816 | 298 | 0.06% | 0.06% | 557 | +659 | 8.08% | Q1 2026 | May 15, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 9,154 | 298 | 0.1% | 0.1% | 556 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Reduced | 8,643 | 292 | 0.11% | 0.11% | 558 | -164 | -1.86% | Q1 2026 | Apr 22, 2026 |
| Strategent Financial, LLC | History | No change | 8,486 | 287 | 0.19% | 0.17% | 559 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BlackRock, Inc. | History | New | 8,388 | 284 | 0.0% | — | 560 | +8,388 | New | Q1 2026 | May 13, 2026 |
| Blume Capital Management, Inc. | History | No change | 8,354 | 282 | 0.05% | 0.05% | 561 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 8,305 | 281 | 0.0% | — | 562 | +8,305 | New | Q1 2026 | May 12, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 8,198 | 277 | 0.01% | 0.01% | 563 | -462 | -5.33% | Q1 2026 | May 14, 2026 |
| Seneschal Advisors, LLC | History | Reduced | 8,034 | 272 | 0.2% | 0.2% | 565 | -216 | -2.62% | Q1 2026 | May 08, 2026 |
| Liberty Capital Management, Inc. | History | No change | 8,356 | 272 | 0.05% | 0.05% | 564 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 7,955 | 269 | 0.16% | 0.16% | 566 | -264 | -3.21% | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | New | 8,565 | 264 | 0.0% | — | 567 | +8,565 | New | Q1 2026 | May 15, 2026 |
| Inspire Advisors, LLC | History | New | 7,749 | 262 | 0.02% | — | 569 | +7,749 | New | Q1 2026 | May 15, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 7,766 | 262 | 0.15% | 0.16% | 568 | +161 | 2.12% | Q1 2026 | May 11, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 7,700 | 260 | 0.04% | 0.04% | 570 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 7,626 | 258 | 0.13% | 0.13% | 571 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Spire Wealth Management | History | No change | 7,614 | 257 | 0.01% | 0.01% | 572 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 7,580 | 256 | 0.01% | 0.01% | 573 | +1 | 0.01% | Q1 2026 | May 01, 2026 |
| HM PAYSON & CO | History | No change | 7,571 | 256 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 7,488 | 253 | 0.08% | 0.07% | 575 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 7,434 | 251 | 0.18% | 0.21% | 576 | -973 | -11.57% | Q1 2026 | May 11, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 7,294 | 246 | 0.03% | 0.03% | 577 | -11 | -0.15% | Q1 2026 | Apr 30, 2026 |
| Facet Wealth, Inc. | History | New | 7,156 | 242 | 0.0% | — | 578 | +7,156 | New | Q1 2026 | May 07, 2026 |
| Bright Futures Wealth Management, LLC. | History | Reduced | 7,040 | 238 | 0.16% | 0.17% | 579 | -43 | -0.61% | Q1 2026 | Apr 15, 2026 |
| Citrine Capital LLC | History | No change | 6,918 | 234 | 0.1% | 0.1% | 580 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 6,906 | 233 | 0.02% | 0.02% | 581 | -1,139 | -14.16% | Q1 2026 | Apr 16, 2026 |
| Asset Dedication, LLC | History | No change | 7,076 | 230 | 0.02% | 0.02% | 582 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bragg Financial Advisors, Inc | History | New | 6,670 | 225 | 0.01% | — | 583 | +6,670 | New | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 6,869 | 224 | 0.01% | 0.02% | 584 | -9,403 | -57.79% | Q1 2026 | May 15, 2026 |
| Greenline Wealth Management LLC | History | Reduced | 6,619 | 224 | 0.26% | 0.34% | 585 | -3,437 | -34.18% | Q1 2026 | May 14, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 5,854 | 223 | 0.0% | 0.0% | 586 | -1,754 | -23.05% | Q1 2026 | May 15, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 6,566 | 222 | 0.1% | 0.09% | 587 | +248 | 3.93% | Q1 2026 | May 01, 2026 |
| Dana Investment Advisors, Inc. | History | New | 6,458 | 218 | 0.01% | — | 588 | +6,458 | New | Q1 2026 | May 14, 2026 |
| NWAM LLC | History | New | 6,420 | 217 | 0.01% | — | 589 | +6,420 | New | Q1 2026 | May 04, 2026 |
| MAYPORT, LLC | History | New | 6,334 | 214 | 0.04% | — | 591 | +6,334 | New | Q1 2026 | Apr 21, 2026 |
| SEMITAM BONAM LLC | History | No change | 6,339 | 214 | 0.17% | 0.17% | 590 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Crescent Grove Advisors, LLC | History | New | 6,201 | 209 | 0.02% | — | 592 | +6,201 | New | Q1 2026 | May 06, 2026 |
| Novak & Powell Financial Services, Inc. | History | New | 6,192 | 209 | 0.11% | — | 593 | +6,192 | New | Q1 2026 | May 14, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | New | 6,170 | 208 | 0.14% | — | 594 | +6,170 | New | Q1 2026 | May 04, 2026 |
| Marshall Financial Group, LLC | History | New | 6,125 | 207 | 0.03% | — | 595 | +6,125 | New | Q1 2026 | Apr 10, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 5,937 | 201 | 0.02% | 0.02% | 596 | -408 | -6.43% | Q1 2026 | May 05, 2026 |
| Second Half Financial Partners, LLC | History | New | 5,918 | 200 | 0.09% | — | 598 | +5,918 | New | Q1 2026 | May 11, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | New | 5,910 | 200 | 0.18% | — | 597 | +5,910 | New | Q1 2026 | May 12, 2026 |
| Rossby Financial, LCC | History | Added to | 5,342 | 182 | 0.04% | 0.01% | 599 | +4,426 | 483.19% | Q1 2026 | May 11, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 5,251 | 177 | 0.01% | 0.01% | 600 | -375 | -6.67% | Q1 2026 | May 13, 2026 |
| PROTECTIVE LIFE CORP | History | New | 4,976 | 168 | 0.56% | — | 601 | +4,976 | New | Q1 2026 | May 13, 2026 |
| Hurley Capital, LLC | History | Reduced | 4,632 | 156 | 0.08% | 0.09% | 602 | -214 | -4.42% | Q1 2026 | May 06, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 4,283 | 145 | 0.03% | 0.03% | 603 | +13 | 0.3% | Q1 2026 | May 14, 2026 |
| Orion Capital Management LLC | History | No change | 4,140 | 140 | 0.05% | 0.05% | 604 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 4,026 | 136 | 0.07% | 0.07% | 605 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| North Star Investment Management Corp. | History | No change | 3,528 | 119 | 0.01% | 0.01% | 606 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| US BANCORP \DE\ | History | Added to | 3,334 | 112 | 0.0% | 0.0% | 607 | +494 | 17.39% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,043 | 100 | 0.0% | 0.0% | 608 | +1,318 | 76.41% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Reduced | 2,635 | 89 | 0.26% | 0.02% | 609 | -11,596 | -81.48% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,699 | 87 | 0.0% | 0.0% | 610 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ASSETMARK, INC | History | Added to | 2,549 | 86 | 0.0% | 0.0% | 611 | +1,127 | 79.25% | Q1 2026 | May 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 2,242 | 75 | 0.0% | — | 612 | +2,242 | New | Q1 2026 | May 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 2,081 | 70 | 0.0% | — | 613 | +2,081 | New | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | New | 2,046 | 69 | 0.0% | — | 614 | +2,046 | New | Q1 2026 | May 15, 2026 |
| KM Capital Management Ltd. | History | New | 1,447 | 57 | 0.04% | — | 616 | +1,447 | New | Q1 2026 | May 15, 2026 |
| Glassman Wealth Services | History | No change | 1,690 | 57 | 0.01% | 0.01% | 615 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 1,669 | 56 | 0.04% | 0.03% | 617 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 1,590 | 53 | 0.02% | 0.02% | 618 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SITTNER & NELSON, LLC | History | No change | 1,535 | 51 | 0.02% | 0.02% | 619 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 1,485 | 50 | 0.01% | 0.0% | 620 | +1,000 | 206.19% | Q1 2026 | Apr 22, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 1,412 | 47 | 0.03% | 0.03% | 621 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Planning Project LLC | History | No change | 1,344 | 43 | 0.01% | 0.01% | 622 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | No change | 1,226 | 41 | 0.0% | 0.0% | 623 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,201 | 40 | 0.0% | 0.0% | 624 | +2 | 0.17% | Q1 2026 | Apr 07, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 1,054 | 35 | 0.0% | — | 627 | +1,054 | New | Q1 2026 | May 06, 2026 |
| LRI Investments, LLC | History | Added to | 1,036 | 35 | 0.0% | 0.0% | 626 | +106 | 11.4% | Q1 2026 | Apr 30, 2026 |
| Banco de Sabadell, S.A | History | No change | 1,058 | 35 | 0.02% | 0.02% | 625 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | New | 993 | 33 | 0.01% | — | 628 | +993 | New | Q1 2026 | Apr 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 900 | 30 | 0.02% | 0.02% | 629 | +200 | 28.57% | Q1 2026 | Apr 21, 2026 |
| SHP Wealth Management | History | Added to | 860 | 29 | 0.0% | 0.0% | 631 | +166 | 23.92% | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | No change | 885 | 29 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 847 | 28 | 0.0% | 0.01% | 632 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| IMG Wealth Management, Inc. | History | No change | 855 | 28 | 0.02% | 0.02% | 633 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 810 | 27 | 0.0% | 0.0% | 634 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 812 | 26 | 0.02% | 0.02% | 635 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Anfield Capital Management, LLC | History | No change | 739 | 25 | 0.01% | 0.01% | 636 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 712 | 24 | 0.0% | 0.0% | 637 | -23 | -3.13% | Q1 2026 | May 08, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 623 | 20 | 0.0% | — | 638 | +623 | New | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 574 | 19 | 0.0% | 0.0% | 641 | +399 | 228.0% | Q1 2026 | May 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 577 | 19 | 0.0% | 0.0% | 639 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 571 | 19 | 0.0% | 0.0% | 640 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MOTCO | History | Reduced | 534 | 18 | 0.0% | 0.01% | 643 | -2,506 | -82.43% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Added to | 18,294 | 18 | 0.0% | 0.0% | 644 | +1,150 | 6.71% | Q1 2026 | May 15, 2026 |
| HOWE & RUSLING INC | History | Reduced | 558 | 18 | 0.0% | 0.0% | 642 | -96 | -14.68% | Q1 2026 | Apr 28, 2026 |
| Redwood Park Advisors LLC | History | Added to | 541 | 18 | 0.01% | 0.01% | 645 | +1 | 0.19% | Q1 2026 | May 04, 2026 |
| CENTRAL TRUST Co | History | No change | 521 | 17 | 0.0% | 0.0% | 646 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 546 | 17 | 0.0% | 0.0% | 647 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Crewe Advisors LLC | History | No change | 488 | 16 | 0.0% | 0.0% | 648 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 421 | 14 | 0.0% | 0.0% | 649 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Topsail Wealth Management, LLC | History | New | 397 | 13 | 0.0% | — | 655 | +397 | New | Q1 2026 | Apr 21, 2026 |
| RHL GROUP, LLC | History | Added to | 405 | 13 | 0.01% | 0.0% | 653 | +203 | 100.5% | Q1 2026 | May 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 399 | 13 | 0.0% | 0.0% | 654 | -73 | -15.47% | Q1 2026 | Apr 08, 2026 |
| Johnson Financial Group, Inc. | History | No change | 408 | 13 | 0.0% | 0.0% | 650 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 413 | 13 | 0.0% | 0.0% | 651 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 385 | 13 | 0.01% | 0.01% | 652 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 339 | 11 | 0.0% | — | 658 | +339 | New | Q1 2026 | Apr 27, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 363 | 11 | 0.0% | 0.0% | 656 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 340 | 11 | 0.01% | 0.01% | 657 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PlanVest Financial, Inc | History | New | 298 | 10 | 0.01% | — | 659 | +298 | New | Q1 2026 | May 14, 2026 |
| Team Financial Group, LLC | History | No change | 276 | 9 | 0.0% | 0.0% | 660 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Synergy Investment Management, LLC | History | New | 210 | 7 | 0.0% | — | 663 | +210 | New | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | Reduced | 224 | 7 | 0.0% | 0.0% | 661 | -137 | -37.95% | Q1 2026 | May 13, 2026 |
| BAYBAN | History | No change | 209 | 7 | 0.01% | 0.01% | 662 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 206 | 6 | 0.0% | 0.0% | 664 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 193 | 6 | 0.0% | 0.0% | 665 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 150 | 5 | 0.0% | — | 668 | +150 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 150 | 5 | 0.0% | — | 669 | +150 | New | Q1 2026 | May 13, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 150 | 5 | 0.0% | 0.0% | 666 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 149 | 5 | 0.0% | 0.0% | 667 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| N.E.W. Advisory Services LLC | History | New | 146 | 4 | 0.0% | — | 674 | +146 | New | Q1 2026 | May 04, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 149 | 4 | 0.0% | 0.0% | 670 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| West Branch Capital LLC | History | No change | 125 | 4 | 0.0% | 0.0% | 671 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Centennial Bank/AR/ | History | No change | 133 | 4 | 0.0% | 0.0% | 672 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 131 | 4 | 0.0% | 0.0% | 673 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| McIlrath & Eck, LLC | History | No change | 96 | 3 | 0.0% | 0.0% | 675 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 62 | 2 | 0.0% | — | 677 | +62 | New | Q1 2026 | Apr 29, 2026 |
| PFS Partners, LLC | History | No change | 74 | 2 | 0.0% | 0.0% | 676 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 678 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 31 | 1 | 0.0% | 0.0% | 679 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Motiv8 Investments LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 680 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.66% | — | -226,954 | -100.0% | Q1 2026 | Apr 24, 2026 |
| McMill Wealth Management | History | Closed out | 0 | 0 | — | 1.99% | — | -217,567 | -100.0% | Q1 2026 | May 13, 2026 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -68,283 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -33,381 | -100.0% | Q1 2026 | May 01, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -32,246 | -100.0% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,960 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,168 | -100.0% | Q1 2026 | May 05, 2026 |
| XML Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,945 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 0.21% | — | -8,407 | -100.0% | Q1 2026 | May 11, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -6,955 | -100.0% | Q1 2026 | May 15, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,871 | -100.0% | Q1 2026 | May 07, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,417 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,677 | -100.0% | Q1 2026 | May 11, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,001 | -100.0% | Q1 2026 | May 01, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 12 | 0 | — | 0.01% | — | -1,593 | -99.25% | Q1 2026 | May 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,455 | -100.0% | Q1 2026 | May 05, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,345 | -100.0% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -824 | -100.0% | Q1 2026 | Apr 16, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -521 | -100.0% | Q1 2026 | May 06, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -450 | -100.0% | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -416 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Prestige Wealth Management Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -166 | -100.0% | Q1 2026 | May 13, 2026 |
| Spurstone Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -96 | -100.0% | Q1 2026 | Apr 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -19 | -100.0% | Q1 2026 | May 06, 2026 |
| Coston, McIsaac & Partners | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | Apr 22, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 06, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 06, 2026 |
| Rachor Investment Advisory Services, LLC | History | Reduced | 22 | 0 | — | — | — | -1 | -4.35% | Q1 2026 | May 07, 2026 |
| JNBA Financial Advisors | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Golden State Wealth Management, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CoreCap Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |