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 |