Dimensional ETF Trust - DFAI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 25,959,915 | 1,011,398 | 0.27% | 0.11% | 1 | +15,930,985 | 158.85% | Q1 2026 | May 04, 2026 |
| First Command Advisory Services, Inc. | History | New | 14,912,688 | 580,998 | 3.91% | — | 2 | +14,912,688 | New | Q1 2026 | May 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 11,259,602 | 438,674 | 0.54% | 0.68% | 3 | -3,435,987 | -23.38% | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 11,155,948 | 434,635 | 5.35% | 5.4% | 4 | +154,390 | 1.4% | Q1 2026 | May 08, 2026 |
| &PARTNERS | History | Added to | 9,105,172 | 355,037 | 1.75% | 1.66% | 5 | +741,604 | 8.87% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,894,919 | 346,546 | 0.03% | 0.02% | 6 | +272,838 | 3.16% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 6,875,175 | 267,856 | 0.04% | 0.03% | 7 | +695,193 | 11.25% | Q1 2026 | May 14, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 6,518,468 | 253,959 | 25.37% | 25.87% | 8 | -90,064 | -1.36% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,900,123 | 229,869 | 0.04% | 0.03% | 9 | +684,023 | 13.11% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 4,279,724 | 166,736 | 0.19% | 0.18% | 10 | +421,672 | 10.93% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 4,194,947 | 163,435 | 0.02% | 0.02% | 11 | +210,412 | 5.28% | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | Added to | 4,167,029 | 162,347 | 7.51% | 7.73% | 12 | +198,552 | 5.0% | Q1 2026 | Apr 24, 2026 |
| LPL Financial LLC | History | Added to | 4,013,581 | 156,369 | 0.04% | 0.03% | 13 | +692,682 | 20.86% | Q1 2026 | May 06, 2026 |
| Annex Advisory Services, LLC | History | New | 3,912,260 | 152,421 | 2.86% | — | 14 | +3,912,260 | New | Q1 2026 | Apr 16, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 3,599,322 | 140,229 | 15.07% | 15.61% | 15 | -28,388 | -0.78% | Q1 2026 | Apr 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 3,484,718 | 135,764 | 7.83% | 1.76% | 16 | +2,659,836 | 322.45% | Q1 2026 | Apr 20, 2026 |
| Vise Technologies, Inc. | History | No change | 3,408,299 | 129,890 | 2.55% | 2.54% | 17 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Corient Private Wealth LLC | History | Reduced | 3,219,028 | 125,265 | 0.18% | 0.17% | 18 | -96,125 | -2.9% | Q1 2026 | May 15, 2026 |
| One Capital Management, LLC | History | Added to | 2,955,353 | 115,140 | 3.16% | 3.25% | 19 | +134,705 | 4.78% | Q1 2026 | May 12, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 2,945,842 | 114,770 | 1.65% | 1.84% | 20 | -52,156 | -1.74% | Q1 2026 | Apr 10, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 2,935,091 | 114,351 | 2.05% | 1.91% | 21 | +253,757 | 9.46% | Q1 2026 | May 14, 2026 |
| LVZ, Inc. | History | Added to | 2,896,421 | 112,844 | 12.88% | 7.94% | 22 | +1,032,895 | 55.43% | Q1 2026 | Apr 28, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 2,741,547 | 106,810 | 1.04% | 1.01% | 23 | +34,369 | 1.27% | Q1 2026 | May 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 2,715,179 | 105,783 | 0.59% | 0.56% | 24 | +60,679 | 2.29% | Q1 2026 | Apr 30, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,714,734 | 105,766 | 0.97% | 1.27% | 25 | +62,145 | 2.34% | Q1 2026 | May 06, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 2,536,433 | 98,819 | 3.05% | 2.23% | 26 | +557,668 | 28.18% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,514,144 | 97,951 | 0.1% | 0.1% | 27 | +5,176 | 0.21% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,390,117 | 93,118 | 0.14% | 0.07% | 28 | +1,211,251 | 102.75% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,349,154 | 91,523 | 0.13% | 0.09% | 29 | +593,460 | 33.8% | Q1 2026 | Apr 27, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 2,305,283 | 89,813 | 12.4% | 0.11% | 30 | +2,285,299 | 11435.64% | Q1 2026 | Apr 16, 2026 |
| Cetera Investment Advisers | History | Added to | 2,290,075 | 89,221 | 0.09% | 0.09% | 31 | +195,163 | 9.32% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Reduced | 2,275,770 | 89,100 | 0.1% | 0.1% | 32 | -12,339 | -0.54% | Q1 2026 | May 14, 2026 |
| MASECO LLP | History | Added to | 2,267,385 | 88,348 | 2.77% | 3.43% | 33 | +199,931 | 9.67% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 2,223,212 | 86,586 | 0.87% | 0.83% | 34 | +439,414 | 24.63% | Q1 2026 | May 13, 2026 |
| Marquette Asset Management, LLC | History | Added to | 2,216,137 | 86,340 | 12.9% | 12.41% | 35 | +11,105 | 0.5% | Q1 2026 | Apr 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 2,149,113 | 83,729 | 0.44% | 0.52% | 36 | +185,744 | 9.46% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 1,991,210 | 77,577 | 0.61% | 0.62% | 37 | -56,302 | -2.75% | Q1 2026 | May 01, 2026 |
| RAM Investment Partners, LLC | History | Added to | 1,909,728 | 74,402 | 13.07% | 12.8% | 38 | +52,263 | 2.81% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,882,852 | 73,355 | 0.05% | 0.04% | 39 | +152,951 | 8.84% | Q1 2026 | May 07, 2026 |
| Zhang Financial LLC | History | Added to | 1,843,654 | 71,828 | 2.48% | 2.59% | 40 | +18,838 | 1.03% | Q1 2026 | May 06, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 1,832,034 | 71,376 | 0.35% | 0.38% | 41 | -73,313 | -3.85% | Q1 2026 | May 14, 2026 |
| Berman McAleer LLC | History | Added to | 1,830,009 | 71,297 | 9.73% | 9.34% | 42 | +35,628 | 1.99% | Q1 2026 | Apr 17, 2026 |
| Kestra Investment Management, LLC | History | Added to | 1,806,176 | 70,368 | 1.21% | 1.02% | 43 | +709,087 | 64.63% | Q1 2026 | May 11, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 1,694,569 | 66,020 | 7.4% | 6.54% | 44 | +29,923 | 1.8% | Q1 2026 | Apr 15, 2026 |
| BRIGHTON JONES LLC | History | Added to | 1,584,483 | 61,731 | 2.6% | 2.08% | 45 | +103,478 | 6.99% | Q1 2026 | Apr 28, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 1,555,006 | 60,583 | 0.98% | 0.95% | 46 | +122,524 | 8.55% | Q1 2026 | Apr 22, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 1,528,044 | 59,532 | 6.7% | 5.98% | 47 | +69,856 | 4.79% | Q1 2026 | May 04, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 1,414,582 | 58,903 | 3.5% | 3.38% | 48 | +93,206 | 7.05% | Q1 2026 | May 14, 2026 |
| First National Advisers, LLC | History | Added to | 1,460,459 | 56,899 | 8.32% | 6.64% | 49 | +192,655 | 15.2% | Q1 2026 | May 08, 2026 |
| RVW Wealth, LLC | History | Reduced | 1,456,488 | 56,744 | 4.42% | 4.35% | 50 | -37,987 | -2.54% | Q1 2026 | Apr 08, 2026 |
| WNY Asset Management, LLC | History | New | 1,442,997 | 56,219 | 5.81% | — | 51 | +1,442,997 | New | Q1 2026 | May 22, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 1,422,691 | 55,428 | 10.9% | 10.37% | 52 | +51,838 | 3.78% | Q1 2026 | May 11, 2026 |
| Pioneer Wealth Management Group | History | Added to | 1,420,804 | 55,354 | 15.53% | 15.27% | 53 | +100,801 | 7.64% | Q1 2026 | Apr 08, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 1,393,201 | 54,279 | 4.02% | 4.94% | 54 | -2,617 | -0.19% | Q1 2026 | May 19, 2026 |
| Cerity Partners LLC | History | Added to | 1,275,994 | 49,727 | 0.07% | 0.04% | 55 | +612,746 | 92.39% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,274,663 | 49,660 | 0.77% | 0.01% | 56 | +1,265,583 | 13938.14% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 1,264,342 | 49,258 | 0.24% | 0.23% | 57 | +215,081 | 20.5% | Q1 2026 | May 04, 2026 |
| Great Point Wealth Advisors, LLC | History | Added to | 1,226,441 | 47,782 | 8.82% | 8.5% | 58 | +4,909 | 0.4% | Q1 2026 | Apr 27, 2026 |
| Aquire Wealth Advisors, LLC | History | Added to | 1,219,756 | 47,521 | 12.49% | 11.97% | 59 | +11,759 | 0.97% | Q1 2026 | Apr 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,209,653 | 47,128 | 0.01% | 0.01% | 60 | +396,424 | 48.75% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Added to | 1,113,561 | 46,457 | 0.69% | 0.15% | 61 | +908,861 | 444.0% | Q1 2026 | Apr 20, 2026 |
| MAI Capital Management | History | Added to | 1,191,936 | 46,437 | 0.26% | 0.23% | 62 | +137,078 | 12.99% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,173,213 | 45,708 | 0.07% | 0.06% | 63 | +146,417 | 14.26% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 1,155,451 | 45,016 | 0.21% | 0.2% | 64 | +42,128 | 3.78% | Q1 2026 | Apr 24, 2026 |
| MATHER GROUP, LLC. | History | Added to | 1,154,484 | 44,978 | 0.45% | 0.42% | 65 | +77,990 | 7.24% | Q1 2026 | Apr 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,112,895 | 43,770 | 0.09% | 0.1% | 66 | -812,940 | -42.21% | Q1 2026 | Apr 08, 2026 |
| Stadion Money Management, LLC | History | Added to | 1,104,032 | 43,013 | 4.33% | 2.66% | 67 | +241,446 | 27.99% | Q1 2026 | May 15, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 1,089,689 | 42,454 | 8.65% | 8.17% | 68 | -92,298 | -7.81% | Q1 2026 | Apr 08, 2026 |
| HighPoint Advisor Group LLC | History | New | 1,044,576 | 40,696 | 1.71% | — | 69 | +1,044,576 | New | Q1 2026 | May 14, 2026 |
| Arista Wealth Management, LLC | History | Reduced | 1,044,052 | 40,676 | 4.95% | 5.09% | 70 | -42,126 | -3.88% | Q1 2026 | Apr 30, 2026 |
| Prudent Man Investment Management, Inc. | History | Added to | 1,055,534 | 40,226 | 13.53% | 13.53% | 71 | +3 | 0.0% | Q1 2026 | May 04, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 1,031,892 | 40,202 | 3.42% | 3.0% | 72 | +183,033 | 21.56% | Q1 2026 | Apr 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 1,013,438 | 39,483 | 2.21% | 2.17% | 73 | +861 | 0.09% | Q1 2026 | Apr 20, 2026 |
| Chico Wealth RIA | History | Added to | 1,001,616 | 39,022 | 23.84% | 24.14% | 74 | +29,440 | 3.03% | Q1 2026 | May 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 999,431 | 38,937 | 0.71% | 0.65% | 75 | +44,120 | 4.62% | Q1 2026 | Apr 10, 2026 |
| Baird Financial Group, Inc. | History | Added to | 970,233 | 37,800 | 0.06% | 0.05% | 76 | +178,601 | 22.56% | Q1 2026 | May 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 968,520 | 37,733 | 2.52% | 3.09% | 77 | +77,592 | 8.71% | Q1 2026 | May 07, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 975,380 | 36,908 | 1.33% | 1.3% | 78 | +80,652 | 9.01% | Q1 2026 | May 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 957,467 | 36,489 | 1.77% | 1.72% | 79 | -2,275 | -0.24% | Q1 2026 | Apr 08, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 932,172 | 36,317 | 5.48% | 5.31% | 80 | +31,914 | 3.54% | Q1 2026 | Apr 22, 2026 |
| Annandale Capital, LLC | History | Reduced | 917,085 | 35,730 | 5.04% | 4.31% | 81 | -36,599 | -3.84% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 916,983 | 35,725 | 0.73% | 0.67% | 82 | +38,136 | 4.34% | Q1 2026 | May 15, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 887,494 | 34,576 | 7.13% | 6.73% | 83 | +83,193 | 10.34% | Q1 2026 | May 12, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 860,187 | 33,512 | 1.26% | 1.19% | 84 | -82,150 | -8.72% | Q1 2026 | Apr 21, 2026 |
| Consilium Wealth Advisory, LLC | History | Added to | 858,597 | 33,450 | 11.41% | 9.0% | 85 | +218,406 | 34.12% | Q1 2026 | Apr 20, 2026 |
| LRI Investments, LLC | History | Reduced | 844,333 | 32,895 | 2.91% | 2.63% | 86 | -11,014 | -1.29% | Q1 2026 | Apr 30, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 841,797 | 32,796 | 9.03% | 9.13% | 87 | -16,912 | -1.97% | Q1 2026 | Apr 14, 2026 |
| Financial Alternatives, Inc | History | Added to | 829,923 | 32,333 | 17.43% | 11.04% | 88 | +331,754 | 66.59% | Q1 2026 | May 01, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 825,547 | 32,163 | 9.16% | 1.28% | 89 | +705,264 | 586.34% | Q1 2026 | Apr 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 824,320 | 32,115 | 0.09% | 0.08% | 90 | -24,486 | -2.88% | Q1 2026 | May 04, 2026 |
| Monument Group Wealth Advisors, LLC | History | Added to | 812,122 | 31,640 | 17.56% | 16.61% | 91 | +12,443 | 1.56% | Q1 2026 | Apr 22, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 793,779 | 30,925 | 0.24% | 0.21% | 92 | +9,134 | 1.16% | Q1 2026 | May 11, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 790,903 | 30,813 | 12.49% | 12.9% | 93 | +21,095 | 2.74% | Q1 2026 | Apr 30, 2026 |
| Joseph Group Capital Management | History | Added to | 786,242 | 30,631 | 7.65% | 7.77% | 94 | +10,007 | 1.29% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 778,415 | 30,327 | 0.12% | 0.11% | 95 | +64,979 | 9.11% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Added to | 766,554 | 29,864 | 0.48% | 0.44% | 96 | +51,086 | 7.14% | Q1 2026 | Apr 27, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 763,480 | 29,745 | 4.14% | 4.03% | 97 | +4,255 | 0.56% | Q1 2026 | Apr 24, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Added to | 759,578 | 29,593 | 13.21% | 13.13% | 98 | +32,541 | 4.48% | Q1 2026 | Apr 27, 2026 |
| Betterment LLC | History | Reduced | 757,158 | 29,499 | 0.06% | 0.06% | 99 | -54,498 | -6.71% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 755,946 | 29,451 | 0.12% | 0.11% | 100 | +3,735 | 0.5% | Q1 2026 | May 11, 2026 |
| Kure Advisory, LLC | History | Added to | 724,813 | 28,238 | 15.38% | 15.19% | 101 | +12,156 | 1.71% | Q1 2026 | Apr 16, 2026 |
| Curated Wealth Partners LLC | History | Added to | 703,869 | 27,422 | 3.46% | 2.72% | 102 | +43,855 | 6.64% | Q1 2026 | Apr 09, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 703,365 | 27,403 | 0.05% | 0.05% | 103 | +22,454 | 3.3% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 697,006 | 27,155 | 0.02% | 0.02% | 104 | -4,789 | -0.68% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 694,340 | 27,051 | 0.15% | 0.15% | 105 | +20,201 | 3.0% | Q1 2026 | May 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 687,837 | 26,798 | 3.55% | 3.95% | 106 | -45,242 | -6.17% | Q1 2026 | Apr 13, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 682,588 | 26,593 | 5.73% | 5.74% | 107 | -1,625 | -0.24% | Q1 2026 | May 06, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 633,761 | 25,876 | 0.58% | 0.58% | 108 | +41,305 | 6.97% | Q1 2026 | May 04, 2026 |
| Evanson Asset Management, LLC | History | Added to | 652,779 | 25,432 | 1.37% | 1.24% | 109 | +49,417 | 8.19% | Q1 2026 | Apr 08, 2026 |
| Forum Private Client Group LLC | History | Added to | 637,783 | 24,890 | 8.29% | 7.47% | 110 | +62,403 | 10.85% | Q1 2026 | May 13, 2026 |
| Fonville Wealth Management LLC | History | Added to | 634,026 | 24,701 | 4.7% | 4.45% | 111 | +62,415 | 10.92% | Q1 2026 | Apr 20, 2026 |
| Plancorp, LLC | History | Added to | 601,944 | 24,649 | 0.7% | 0.69% | 112 | +651 | 0.11% | Q1 2026 | Apr 14, 2026 |
| BROGAN FINANCIAL, INC. | History | Reduced | 627,929 | 24,464 | 10.76% | 10.54% | 113 | -4,668 | -0.74% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 625,970 | 24,387 | 0.09% | 0.09% | 114 | +65,401 | 11.67% | Q1 2026 | Apr 30, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Added to | 622,862 | 24,266 | 10.37% | 10.04% | 115 | +15,810 | 2.6% | Q1 2026 | May 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 692,162 | 23,716 | 1.1% | 0.15% | 116 | -375,618 | -35.18% | Q1 2026 | May 15, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 606,116 | 23,614 | 9.35% | 10.07% | 117 | -107,834 | -15.1% | Q1 2026 | Apr 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 605,555 | 23,592 | 0.05% | 0.03% | 118 | +196,017 | 47.86% | Q1 2026 | May 14, 2026 |
| TCP Asset Management, LLC | History | Reduced | 601,028 | 23,416 | 3.01% | 3.92% | 119 | -9,765 | -1.6% | Q1 2026 | Apr 10, 2026 |
| Advisory Alpha, LLC | History | Reduced | 595,320 | 23,193 | 0.63% | 0.69% | 120 | -72,702 | -10.88% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 592,898 | 23,099 | 0.14% | 0.14% | 121 | -25,871 | -4.18% | Q1 2026 | May 05, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 575,549 | 22,762 | 5.17% | 5.25% | 122 | -339,271 | -37.09% | Q1 2026 | Apr 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 579,446 | 22,575 | 0.02% | 0.02% | 123 | +98,556 | 20.49% | Q1 2026 | May 12, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 578,268 | 22,529 | 10.79% | 11.18% | 124 | -864 | -0.15% | Q1 2026 | Apr 09, 2026 |
| Spectrum Investment Advisors, Inc. | History | Added to | 574,320 | 22,375 | 11.12% | 10.62% | 125 | +18,092 | 3.25% | Q1 2026 | Apr 14, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 563,983 | 21,972 | 5.81% | 5.68% | 126 | -4,984 | -0.88% | Q1 2026 | Apr 27, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 558,710 | 21,767 | 1.97% | 1.94% | 127 | -2,378 | -0.42% | Q1 2026 | May 12, 2026 |
| BWM Planning, LLC | History | Reduced | 557,089 | 21,704 | 5.72% | 6.27% | 128 | -58,770 | -9.54% | Q1 2026 | Apr 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 549,642 | 21,414 | 0.06% | 0.05% | 129 | +53,873 | 10.87% | Q1 2026 | Apr 30, 2026 |
| Berger Financial Group, Inc | History | Reduced | 548,519 | 21,370 | 1.2% | 1.43% | 130 | -101,928 | -15.67% | Q1 2026 | Apr 28, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 533,171 | 20,772 | 10.67% | 10.48% | 131 | +16,561 | 3.21% | Q1 2026 | Apr 21, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 529,016 | 20,605 | 4.1% | 4.02% | 132 | +27,638 | 5.51% | Q1 2026 | May 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 513,255 | 19,996 | 0.63% | 0.62% | 133 | +9,853 | 1.96% | Q1 2026 | Apr 08, 2026 |
| Essential Planning, LLC. | History | Reduced | 503,270 | 19,607 | 6.23% | 6.21% | 134 | -7,617 | -1.49% | Q1 2026 | Apr 22, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 501,887 | 19,553 | 6.54% | 5.3% | 135 | +131,302 | 35.43% | Q1 2026 | May 13, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Reduced | 486,608 | 18,958 | 4.11% | 4.08% | 136 | -9,271 | -1.87% | Q1 2026 | Apr 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 470,710 | 18,880 | 0.34% | 0.83% | 137 | +18,140 | 4.01% | Q1 2026 | May 01, 2026 |
| Wealthquest Corp | History | No change | 479,202 | 18,262 | 1.38% | 1.38% | 138 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CPA Asset Management Group, LLC | History | Added to | 450,695 | 17,559 | 5.89% | 5.77% | 139 | +19,038 | 4.41% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 450,308 | 17,543 | 0.13% | 0.06% | 140 | +271,708 | 152.13% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 443,559 | 17,281 | 0.03% | 0.03% | 141 | -388 | -0.09% | Q1 2026 | May 14, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 441,873 | 17,215 | 9.91% | 9.99% | 142 | -39,305 | -8.17% | Q1 2026 | May 15, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 439,914 | 17,139 | 4.5% | 4.1% | 143 | +37,292 | 9.26% | Q1 2026 | Apr 23, 2026 |
| Advantage Trust Co | History | Reduced | 437,222 | 17,034 | 7.63% | 7.62% | 144 | -6,419 | -1.45% | Q1 2026 | May 05, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 436,189 | 16,993 | 1.88% | 1.57% | 145 | +68,783 | 18.72% | Q1 2026 | May 11, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 434,029 | 16,909 | 6.02% | — | 146 | +434,029 | New | Q1 2026 | May 13, 2026 |
| CURIO WEALTH, LLC | History | Added to | 427,055 | 16,638 | 5.69% | 5.25% | 147 | +40,114 | 10.37% | Q1 2026 | May 11, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 424,617 | 16,543 | 6.17% | 6.08% | 148 | -50 | -0.01% | Q1 2026 | Apr 13, 2026 |
| SouthState Bank Corp | History | Reduced | 418,596 | 16,308 | 0.76% | 0.81% | 149 | -56,557 | -11.9% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 417,974 | 16,284 | 0.02% | 0.02% | 150 | +20,197 | 5.08% | Q1 2026 | Apr 27, 2026 |
| Jacobi Capital Management LLC | History | Added to | 415,965 | 16,206 | 0.91% | 0.79% | 151 | +56,865 | 15.84% | Q1 2026 | May 13, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 414,246 | 16,139 | 1.81% | 1.79% | 152 | -4,594 | -1.1% | Q1 2026 | Apr 08, 2026 |
| Oak Wealth Advisors LLC | History | Added to | 413,013 | 16,090 | 8.84% | 8.93% | 153 | +5,031 | 1.23% | Q1 2026 | Apr 21, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 410,787 | 16,004 | 3.08% | 2.99% | 154 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Note Advisors, LLC | History | Added to | 409,445 | 15,951 | 7.97% | 7.85% | 155 | +21,477 | 5.54% | Q1 2026 | May 15, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 400,792 | 15,614 | 10.06% | 10.52% | 156 | +11,946 | 3.07% | Q1 2026 | Apr 23, 2026 |
| Envision Financial Planning, LLC | History | Added to | 399,338 | 15,558 | 5.63% | 5.71% | 157 | +2,958 | 0.75% | Q1 2026 | May 15, 2026 |
| Sterling Wealth Advisors Inc | History | Reduced | 374,114 | 15,548 | 8.87% | 8.68% | 158 | -3,221 | -0.85% | Q1 2026 | Apr 22, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 397,010 | 15,467 | 4.96% | 5.02% | 159 | +14,987 | 3.92% | Q1 2026 | Apr 15, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 395,583 | 15,411 | 8.34% | 8.28% | 160 | +16,683 | 4.4% | Q1 2026 | May 14, 2026 |
| Archvest Wealth Advisors, Inc. | History | Added to | 389,842 | 15,188 | 9.8% | 9.2% | 161 | +11,714 | 3.1% | Q1 2026 | May 13, 2026 |
| Charter Capital Management, LLC\DE | History | Reduced | 388,335 | 15,129 | 7.58% | 7.68% | 162 | -2,012 | -0.52% | Q1 2026 | Apr 27, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 386,944 | 15,075 | 1.24% | 1.24% | 163 | -4,423 | -1.13% | Q1 2026 | May 06, 2026 |
| tru Independence LLC | History | Reduced | 385,357 | 15,013 | 7.42% | 3.74% | 164 | -3,863 | -0.99% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 384,681 | 14,987 | 0.0% | 0.0% | 165 | +374,238 | 3583.63% | Q1 2026 | May 15, 2026 |
| Graver Capital Management, LLC | History | Added to | 381,037 | 14,845 | 11.28% | 10.97% | 166 | +16,781 | 4.61% | Q1 2026 | Apr 23, 2026 |
| Well Done, LLC | History | Added to | 380,405 | 14,820 | 2.18% | 1.82% | 167 | +60,227 | 18.81% | Q1 2026 | Apr 14, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 374,090 | 14,574 | 1.38% | 1.13% | 168 | +71,855 | 23.77% | Q1 2026 | May 13, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 373,069 | 14,534 | 3.02% | 2.89% | 169 | +5,757 | 1.57% | Q1 2026 | May 08, 2026 |
| Mendota Financial Group, LLC | History | Reduced | 370,852 | 14,448 | 10.7% | 10.32% | 170 | -1,241 | -0.33% | Q1 2026 | Apr 16, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 370,511 | 14,435 | 1.87% | 1.4% | 171 | +104,850 | 39.47% | Q1 2026 | Apr 15, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 369,287 | 14,387 | 4.42% | 4.29% | 172 | +10,666 | 2.97% | Q1 2026 | May 06, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 368,908 | 14,376 | 1.8% | 1.94% | 173 | -25,799 | -6.54% | Q1 2026 | May 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 357,073 | 13,911 | 0.18% | 0.19% | 174 | -34,956 | -8.92% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 356,773 | 13,899 | 0.95% | 1.03% | 175 | -34,956 | -8.92% | Q1 2026 | Apr 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 354,819 | 13,823 | 0.15% | 0.14% | 176 | +34,514 | 10.78% | Q1 2026 | Apr 20, 2026 |
| Modera Wealth Management, LLC | History | Added to | 354,738 | 13,820 | 0.17% | 0.16% | 177 | +1,231 | 0.35% | Q1 2026 | May 06, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 353,457 | 13,770 | 0.43% | 0.44% | 178 | -11,580 | -3.17% | Q1 2026 | Apr 27, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 352,800 | 13,745 | 5.97% | 6.02% | 179 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| D.B. Root & Company, LLC | History | Added to | 352,526 | 13,734 | 3.28% | 2.64% | 180 | +68,896 | 24.29% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 359,028 | 13,690 | 0.09% | 0.08% | 181 | +37,462 | 11.65% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | Added to | 351,192 | 13,682 | 1.44% | 1.45% | 182 | +19,441 | 5.86% | Q1 2026 | Apr 29, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 351,073 | 13,677 | 9.22% | 8.88% | 183 | +22,267 | 6.77% | Q1 2026 | Apr 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 345,655 | 13,466 | 0.85% | 0.81% | 184 | +4,546 | 1.33% | Q1 2026 | May 15, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 341,423 | 13,301 | 5.22% | 4.72% | 185 | +36,547 | 11.99% | Q1 2026 | Apr 17, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 335,049 | 13,053 | 0.96% | 0.85% | 186 | +32,773 | 10.84% | Q1 2026 | Apr 15, 2026 |
| My Personal CFO, LLC | History | Added to | 332,646 | 12,959 | 5.67% | 3.78% | 187 | +95,184 | 40.08% | Q1 2026 | Apr 21, 2026 |
| Guardian Wealth Management, LLC | History | Added to | 331,672 | 12,921 | 3.92% | 3.97% | 188 | +2,656 | 0.81% | Q1 2026 | Apr 23, 2026 |
| Fermata Advisors, LLC | History | Reduced | 327,315 | 12,752 | 2.87% | 3.18% | 189 | -20,506 | -5.9% | Q1 2026 | Apr 08, 2026 |
| Larson Financial Group LLC | History | Reduced | 321,952 | 12,543 | 0.4% | 0.45% | 190 | -32,311 | -9.12% | Q1 2026 | May 15, 2026 |
| GK Wealth Management LLC | History | New | 331,117 | 12,529 | 10.9% | — | 192 | +331,117 | New | Q1 2026 | Apr 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | Added to | 331,117 | 12,529 | 10.9% | 9.18% | 191 | +72,733 | 28.15% | Q1 2026 | Apr 07, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 313,312 | 12,206 | 0.69% | 0.71% | 193 | +156,439 | 99.72% | Q1 2026 | Apr 22, 2026 |
| Thayer Financial, L.L.C. | History | Reduced | 312,670 | 12,181 | 12.43% | 12.6% | 194 | -271 | -0.09% | Q1 2026 | Apr 13, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 308,575 | 12,022 | 0.99% | 0.97% | 195 | +18,613 | 6.42% | Q1 2026 | May 05, 2026 |
| Forza Wealth Management, LLC | History | Added to | 307,579 | 11,983 | 4.17% | 4.01% | 196 | +16,230 | 5.57% | Q1 2026 | Apr 30, 2026 |
| American Capital Advisory, LLC | History | Added to | 306,109 | 11,925 | 4.81% | 4.7% | 197 | +21,380 | 7.51% | Q1 2026 | Apr 29, 2026 |
| GEM Asset Management, LLC | History | Added to | 301,697 | 11,754 | 5.19% | 5.08% | 198 | +8,138 | 2.77% | Q1 2026 | Apr 10, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 296,202 | 11,540 | 3.45% | 3.42% | 199 | +1,737 | 0.59% | Q1 2026 | Apr 10, 2026 |
| Beckerman Institutional, LLC | History | Added to | 294,471 | 11,472 | 6.09% | 5.84% | 200 | +21,408 | 7.84% | Q1 2026 | May 04, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 273,628 | 11,415 | 0.79% | 0.55% | 201 | +75,877 | 38.37% | Q1 2026 | Apr 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 287,159 | 11,354 | 0.11% | 0.09% | 202 | +60,975 | 26.96% | Q1 2026 | Apr 07, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 291,001 | 11,337 | 5.08% | 5.62% | 203 | -14,371 | -4.71% | Q1 2026 | May 14, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 289,049 | 11,261 | 5.42% | 5.2% | 204 | +11,371 | 4.1% | Q1 2026 | May 08, 2026 |
| Trailhead Planners LLC | History | Added to | 288,436 | 11,237 | 10.78% | 10.75% | 205 | +1,327 | 0.46% | Q1 2026 | May 06, 2026 |
| Fort Henry Capital, LLC | History | Reduced | 287,617 | 11,205 | 6.78% | 6.84% | 206 | -5,392 | -1.84% | Q1 2026 | Apr 20, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Reduced | 285,120 | 11,108 | 6.25% | 6.27% | 207 | -503 | -0.18% | Q1 2026 | Apr 13, 2026 |
| Two West Capital Advisors LLC | History | Added to | 275,554 | 11,052 | 5.86% | 6.09% | 208 | +394 | 0.14% | Q1 2026 | May 04, 2026 |
| Ancora Advisors LLC | History | Added to | 282,423 | 11,003 | 0.23% | 0.13% | 209 | +114,546 | 68.23% | Q1 2026 | May 15, 2026 |
| Argo Wealth Advisory, LLC | History | Added to | 282,135 | 10,991 | 6.45% | 6.28% | 210 | +6,435 | 2.33% | Q1 2026 | Apr 21, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 279,126 | 10,874 | 2.3% | 1.98% | 211 | +36,358 | 14.98% | Q1 2026 | May 12, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 276,678 | 10,779 | 1.33% | 1.24% | 212 | -3,378 | -1.21% | Q1 2026 | May 13, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 276,418 | 10,769 | 0.3% | 0.24% | 213 | +47,746 | 20.88% | Q1 2026 | May 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 271,944 | 10,594 | 1.59% | 1.59% | 214 | +6,757 | 2.55% | Q1 2026 | Apr 14, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 275,475 | 10,498 | 3.16% | 3.16% | 215 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Great Diamond Partners, LLC | History | New | 267,142 | 10,407 | 2.0% | — | 216 | +267,142 | New | Q1 2026 | May 12, 2026 |
| Platform Wealth Management, LLC | History | No change | 272,128 | 10,370 | 2.76% | 2.76% | 217 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SIMA Wealth Partners, LLC | History | New | 264,719 | 10,313 | 7.85% | — | 218 | +264,719 | New | Q1 2026 | May 15, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 264,019 | 10,286 | 1.89% | 1.62% | 219 | +16,558 | 6.69% | Q1 2026 | May 12, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 263,407 | 10,262 | 4.06% | 4.2% | 220 | -11,292 | -4.11% | Q1 2026 | Apr 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 253,885 | 9,891 | 2.56% | 2.51% | 221 | +1,375 | 0.54% | Q1 2026 | Apr 14, 2026 |
| BROWN ADVISORY INC | History | Added to | 252,412 | 9,833 | 0.02% | 0.01% | 222 | +80,495 | 46.82% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 238,477 | 9,291 | 0.15% | 0.19% | 223 | -16,287 | -6.39% | Q1 2026 | May 18, 2026 |
| Aspen Wealth Management LLC | History | Added to | 236,975 | 9,232 | 1.84% | 1.8% | 224 | +11,646 | 5.17% | Q1 2026 | Apr 01, 2026 |
| Jacobsen Capital Management | History | New | 236,579 | 9,217 | 3.11% | — | 225 | +236,579 | New | Q1 2026 | Apr 24, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 235,127 | 9,160 | 6.75% | 6.68% | 226 | +1,939 | 0.83% | Q1 2026 | May 11, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 229,332 | 8,934 | 4.89% | 4.78% | 227 | +1,067 | 0.47% | Q1 2026 | Apr 22, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 229,029 | 8,922 | 5.33% | 4.99% | 228 | +8,736 | 3.97% | Q1 2026 | Apr 15, 2026 |
| GeoWealth Management, LLC | History | Added to | 227,495 | 8,863 | 0.32% | 0.3% | 229 | +10,656 | 4.91% | Q1 2026 | May 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 227,236 | 8,853 | 3.05% | 2.81% | 230 | +22,267 | 10.86% | Q1 2026 | Apr 23, 2026 |
| HB Wealth Management, LLC | History | Added to | 224,930 | 8,763 | 0.06% | 0.05% | 231 | +13,288 | 6.28% | Q1 2026 | Apr 27, 2026 |
| Edge Financial Advisors LLC | History | No change | 226,035 | 8,611 | 3.62% | 3.62% | 232 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 220,704 | 8,599 | 0.27% | — | 233 | +220,704 | New | Q1 2026 | May 15, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 220,245 | 8,580 | 1.19% | 1.97% | 234 | +29,050 | 15.19% | Q1 2026 | May 12, 2026 |
| Aegis Wealth Management LLC | History | Added to | 220,154 | 8,577 | 4.91% | 4.74% | 235 | +54 | 0.02% | Q1 2026 | Apr 22, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 219,683 | 8,558 | 5.85% | 5.56% | 236 | +10,194 | 4.87% | Q1 2026 | Apr 21, 2026 |
| Security Financial Services, INC. | History | No change | 223,808 | 8,529 | 1.34% | 1.34% | 237 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 218,875 | 8,527 | 3.97% | 4.05% | 238 | +6,275 | 2.95% | Q1 2026 | Apr 09, 2026 |
| Colony Family Offices, LLC | History | Added to | 217,672 | 8,480 | 2.09% | 1.98% | 239 | +9,530 | 4.58% | Q1 2026 | Apr 21, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Added to | 217,634 | 8,479 | 6.78% | 6.32% | 240 | +17,739 | 8.87% | Q1 2026 | May 04, 2026 |
| SB Capital Management Inc | History | No change | 219,857 | 8,378 | 3.07% | 3.07% | 241 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 214,813 | 8,369 | 0.0% | 0.01% | 242 | -1,685,187 | -88.69% | Q1 2026 | May 12, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 214,439 | 8,354 | 5.84% | 0.27% | 243 | +205,035 | 2180.3% | Q1 2026 | May 12, 2026 |
| Prodigy Asset Management LLC | History | Added to | 214,287 | 8,348 | 2.79% | 2.69% | 244 | +13,498 | 6.72% | Q1 2026 | May 04, 2026 |
| Apollon Financial, LLC | History | Added to | 213,110 | 8,302 | 1.15% | 0.91% | 245 | +48,777 | 29.68% | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Reduced | 212,540 | 8,287 | 0.23% | 0.24% | 246 | -256 | -0.12% | Q1 2026 | May 13, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 216,531 | 8,251 | 2.79% | 2.79% | 247 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 214,986 | 8,193 | 7.87% | 7.87% | 248 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| ArborFi Advisors, LLC | History | Added to | 210,019 | 8,182 | 6.68% | 5.88% | 249 | +20,077 | 10.57% | Q1 2026 | Apr 29, 2026 |
| Indivisible Partners | History | Added to | 209,685 | 8,169 | 0.72% | 0.77% | 250 | +24,176 | 13.03% | Q1 2026 | Apr 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 205,490 | 8,005 | 0.0% | 0.0% | 251 | +5,397 | 2.7% | Q1 2026 | May 13, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 202,044 | 7,871 | 0.89% | 0.8% | 252 | +16,709 | 9.02% | Q1 2026 | May 01, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 198,825 | 7,746 | 1.25% | 0.83% | 253 | +38,235 | 23.81% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 197,614 | 7,699 | 0.22% | 0.25% | 254 | -14,883 | -7.0% | Q1 2026 | Apr 09, 2026 |
| BAKER BOYER NATIONAL BANK | History | Reduced | 196,545 | 7,657 | 2.3% | 2.26% | 255 | -105 | -0.05% | Q1 2026 | Apr 27, 2026 |
| JPL Wealth Management, LLC | History | Added to | 190,131 | 7,407 | 1.7% | 1.56% | 256 | +21,908 | 13.02% | Q1 2026 | May 08, 2026 |
| United Advisor Group, LLC | History | Added to | 189,853 | 7,396 | 0.91% | 0.88% | 257 | +4,223 | 2.27% | Q1 2026 | Apr 17, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 187,728 | 7,313 | 0.39% | 0.39% | 258 | +232 | 0.12% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 190,176 | 7,196 | 0.0% | 0.0% | 259 | +110 | 0.06% | Q1 2026 | May 13, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 183,163 | 7,136 | 8.73% | 8.68% | 260 | -29,149 | -13.73% | Q1 2026 | May 05, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 180,573 | 7,035 | 1.67% | 1.64% | 261 | +5,282 | 3.01% | Q1 2026 | Apr 22, 2026 |
| AlTi Global, Inc. | History | Reduced | 178,250 | 6,944 | 0.15% | 0.33% | 262 | -228,936 | -56.22% | Q1 2026 | May 07, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 177,771 | 6,925 | 0.16% | 0.18% | 263 | -12,547 | -6.59% | Q1 2026 | May 15, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 177,647 | 6,921 | 1.33% | 1.32% | 264 | +7,333 | 4.31% | Q1 2026 | Apr 24, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 177,096 | 6,899 | 2.43% | 2.47% | 265 | -1,319 | -0.74% | Q1 2026 | Apr 08, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 175,967 | 6,855 | 0.44% | 0.45% | 266 | -6,209 | -3.41% | Q1 2026 | Apr 17, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 175,940 | 6,854 | 0.03% | 0.03% | 267 | -21,303 | -10.8% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 175,882 | 6,852 | 0.13% | 0.12% | 268 | +11,935 | 7.28% | Q1 2026 | Apr 17, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 165,418 | 6,836 | 4.95% | 4.91% | 269 | -926 | -0.56% | Q1 2026 | May 12, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 175,137 | 6,823 | 1.6% | 1.53% | 270 | +8,010 | 4.79% | Q1 2026 | May 07, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 174,312 | 6,791 | 3.24% | 3.36% | 271 | -3,975 | -2.23% | Q1 2026 | May 01, 2026 |
| Tillman Hartley LLC | History | Added to | 173,095 | 6,743 | 1.69% | 1.47% | 272 | +19,298 | 12.55% | Q1 2026 | May 08, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 175,487 | 6,687 | 0.5% | 0.5% | 273 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 168,266 | 6,555 | 3.93% | 3.84% | 274 | +8,006 | 5.0% | Q1 2026 | Apr 27, 2026 |
| Baring Financial LLC | History | Added to | 167,356 | 6,520 | 3.99% | 3.81% | 275 | +3,213 | 1.96% | Q1 2026 | Apr 06, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 167,242 | 6,515 | 5.23% | 5.4% | 276 | +1,681 | 1.02% | Q1 2026 | May 01, 2026 |
| Lynx Investment Advisory | History | Added to | 166,564 | 6,489 | 3.1% | 3.09% | 277 | +17,843 | 12.0% | Q1 2026 | Apr 24, 2026 |
| Johnson Wealth Management, LLC | History | Reduced | 166,361 | 6,481 | 3.13% | 3.24% | 278 | -4,261 | -2.5% | Q1 2026 | Apr 23, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 164,478 | 6,408 | 1.57% | 0.93% | 279 | +81,200 | 97.5% | Q1 2026 | Apr 13, 2026 |
| Elser Financial Planning, Inc | History | New | 163,876 | 6,395 | 0.31% | — | 281 | +163,876 | New | Q1 2026 | Apr 15, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 156,173 | 6,395 | 0.58% | 0.55% | 280 | +6,902 | 4.62% | Q1 2026 | Apr 29, 2026 |
| North Capital, Inc. | History | Added to | 164,060 | 6,391 | 5.41% | 5.24% | 282 | +4,602 | 2.89% | Q1 2026 | Apr 30, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 161,857 | 6,305 | 1.62% | 0.17% | 283 | +145,503 | 889.71% | Q1 2026 | Apr 27, 2026 |
| First Financial Group Corp | History | Added to | 159,495 | 6,213 | 5.07% | 4.71% | 284 | +14,159 | 9.74% | Q1 2026 | Apr 22, 2026 |
| NewEdge Wealth, LLC | History | Added to | 154,939 | 6,036 | 0.07% | 0.02% | 285 | +118,305 | 322.94% | Q1 2026 | May 13, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 154,559 | 6,021 | 0.95% | 0.9% | 286 | +2,837 | 1.87% | Q1 2026 | Apr 13, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Added to | 153,388 | 5,975 | 5.72% | 5.68% | 287 | +1,890 | 1.25% | Q1 2026 | Apr 21, 2026 |
| Savvy Advisors, Inc. | History | Added to | 149,901 | 5,840 | 0.16% | 0.08% | 288 | +82,029 | 120.86% | Q1 2026 | May 11, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 147,830 | 5,759 | 2.3% | 2.26% | 289 | +4,239 | 2.95% | Q1 2026 | Apr 21, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 147,329 | 5,739 | 0.8% | 0.66% | 290 | +20,699 | 16.35% | Q1 2026 | Apr 20, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 147,148 | 5,732 | 0.75% | 0.85% | 291 | -25,213 | -14.63% | Q1 2026 | Apr 23, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 145,459 | 5,667 | 5.35% | — | 292 | +145,459 | New | Q1 2026 | May 14, 2026 |
| Dodds Wealth, LLC | History | Reduced | 145,033 | 5,650 | 1.39% | 1.4% | 293 | -4,315 | -2.89% | Q1 2026 | May 08, 2026 |
| COWA, LLC | History | No change | 144,588 | 5,633 | 1.52% | 1.68% | 294 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 143,555 | 5,592 | 0.12% | 0.08% | 295 | +47,992 | 50.22% | Q1 2026 | May 01, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 141,181 | 5,500 | 0.47% | 0.08% | 296 | +117,114 | 486.62% | Q1 2026 | May 07, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 139,255 | 5,425 | 1.14% | 0.99% | 297 | +14,654 | 11.76% | Q1 2026 | Apr 13, 2026 |
| Oceanside Advisors LLC | History | Added to | 139,061 | 5,417 | 3.09% | 3.15% | 298 | +2,626 | 1.92% | Q1 2026 | Apr 28, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 136,404 | 5,314 | 0.28% | 0.26% | 299 | +8,150 | 6.35% | Q1 2026 | Apr 17, 2026 |
| Capstone Wealth Management, Inc. | History | Added to | 133,787 | 5,279 | 4.48% | 4.42% | 300 | +2,453 | 1.87% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 134,276 | 5,231 | 0.08% | — | 301 | +134,276 | New | Q1 2026 | May 15, 2026 |
| DBK Financial Counsel, LLC | History | No change | 135,604 | 5,167 | 3.97% | 3.97% | 302 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| City State Bank | History | Added to | 132,123 | 5,147 | 1.34% | 1.11% | 303 | +25,729 | 24.18% | Q1 2026 | Apr 20, 2026 |
| Syverson Strege & Co | History | Reduced | 131,867 | 5,137 | 1.24% | 1.4% | 304 | -23,807 | -15.29% | Q1 2026 | May 04, 2026 |
| Heritage Financial Services, LLC | History | No change | 133,568 | 5,090 | 0.42% | 0.42% | 305 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| RBF Capital, LLC | History | No change | 130,000 | 5,064 | 0.25% | 0.22% | 306 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| PFG Advisors | History | Added to | 127,736 | 4,976 | 0.24% | 0.22% | 307 | +7,565 | 6.3% | Q1 2026 | May 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 127,012 | 4,948 | 0.12% | 0.12% | 308 | +3,449 | 2.79% | Q1 2026 | Apr 07, 2026 |
| FMB WEALTH MANAGEMENT | History | Reduced | 126,664 | 4,934 | 2.04% | 2.33% | 309 | -28,283 | -18.25% | Q1 2026 | Apr 15, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 125,312 | 4,882 | 1.72% | 0.93% | 310 | +6,229 | 5.23% | Q1 2026 | May 13, 2026 |
| Breakwater Capital Group | History | Added to | 118,401 | 4,612 | 0.62% | 0.56% | 311 | +13,088 | 12.43% | Q1 2026 | Apr 20, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 118,201 | 4,605 | 2.14% | 1.64% | 312 | +18,524 | 18.58% | Q1 2026 | May 04, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 111,562 | 4,600 | 1.26% | 1.08% | 313 | +17,090 | 18.09% | Q1 2026 | Apr 17, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 116,739 | 4,548 | 1.71% | 1.51% | 314 | +7,154 | 6.53% | Q1 2026 | May 08, 2026 |
| Redwood Park Advisors LLC | History | Reduced | 116,696 | 4,546 | 3.03% | 3.04% | 315 | -590 | -0.5% | Q1 2026 | May 04, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 116,213 | 4,527 | 0.2% | 0.22% | 316 | -6,544 | -5.33% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 116,192 | 4,526 | 0.0% | 0.0% | 317 | +44,233 | 61.47% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 116,165 | 4,525 | 0.0% | 0.0% | 318 | +34,908 | 42.96% | Q1 2026 | May 15, 2026 |
| Sollinda Capital Management LLC | History | Added to | 115,905 | 4,515 | 1.1% | 1.08% | 319 | +4,693 | 4.22% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | Added to | 115,019 | 4,481 | 0.06% | 0.05% | 320 | +25,451 | 28.42% | Q1 2026 | May 15, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 110,903 | 4,320 | 2.33% | 1.86% | 321 | +22,579 | 25.56% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 110,728 | 4,313 | 0.03% | 0.01% | 322 | +96,523 | 679.5% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 110,726 | 4,313 | 1.18% | 1.2% | 323 | +2,532 | 2.34% | Q1 2026 | May 13, 2026 |
| CGN Advisors LLC | History | Reduced | 110,686 | 4,312 | 0.34% | 0.34% | 324 | -1,361 | -1.21% | Q1 2026 | Apr 13, 2026 |
| Exeter Financial, LLC | History | Added to | 109,908 | 4,282 | 1.75% | 1.49% | 325 | +17,835 | 19.37% | Q1 2026 | Apr 23, 2026 |
| Cloud Capital Management, LLC | History | Added to | 109,443 | 4,263 | 1.86% | 1.36% | 326 | +33,728 | 44.55% | Q1 2026 | May 12, 2026 |
| Ares Financial Consulting, LLC | History | Reduced | 107,482 | 4,249 | 3.34% | 4.23% | 327 | -8,962 | -7.7% | Q1 2026 | Apr 02, 2026 |
| APS Management Group, Inc. | History | Reduced | 107,752 | 4,198 | 3.59% | 3.52% | 328 | -123 | -0.11% | Q1 2026 | Apr 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Added to | 106,812 | 4,161 | 1.38% | 1.2% | 329 | +12,298 | 13.01% | Q1 2026 | Apr 09, 2026 |
| Altiora Financial Group, LLC | History | Added to | 104,969 | 4,089 | 0.67% | 0.58% | 330 | +16,390 | 18.5% | Q1 2026 | May 08, 2026 |
| CLG LLC | History | Added to | 104,362 | 4,065 | 1.01% | 0.96% | 331 | +2,733 | 2.69% | Q1 2026 | May 14, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 103,414 | 4,029 | 1.91% | 1.92% | 332 | +3,912 | 3.93% | Q1 2026 | May 01, 2026 |
| Waterfront Wealth Inc. | History | Added to | 102,959 | 4,011 | 0.74% | 0.77% | 333 | +2,233 | 2.22% | Q1 2026 | Apr 30, 2026 |
| Broadhurst Jeffrey B | History | Added to | 102,920 | 4,009 | 4.11% | 3.97% | 334 | +2,655 | 2.65% | Q1 2026 | May 14, 2026 |
| Capstone Wealth Management, LLC | History | Added to | 102,482 | 3,992 | 2.78% | 2.73% | 335 | +4,306 | 4.39% | Q1 2026 | Apr 16, 2026 |
| Saxony Capital Management, LLC | History | Added to | 101,364 | 3,949 | 2.29% | 2.22% | 336 | +6,487 | 6.84% | Q1 2026 | Apr 24, 2026 |
| Versant Capital Management, Inc | History | Reduced | 100,411 | 3,912 | 0.39% | 0.49% | 337 | -1,995 | -1.95% | Q1 2026 | Apr 06, 2026 |
| Plan Group Financial, LLC | History | Reduced | 100,202 | 3,903 | 0.92% | 1.29% | 338 | -30,493 | -23.33% | Q1 2026 | Apr 13, 2026 |
| Walleye Partners, LLC | History | Added to | 99,362 | 3,871 | 4.75% | 4.2% | 339 | +199 | 0.2% | Q1 2026 | Apr 23, 2026 |
| Kilner Capital Advisors, LLC | History | Reduced | 97,722 | 3,807 | 3.65% | 3.71% | 340 | -4,294 | -4.21% | Q1 2026 | May 11, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 97,621 | 3,803 | 2.06% | 1.65% | 341 | +18,801 | 23.85% | Q1 2026 | Apr 29, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 97,614 | 3,803 | 1.24% | 1.2% | 342 | +3,728 | 3.97% | Q1 2026 | Apr 24, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 91,136 | 3,793 | 1.67% | 1.58% | 343 | +6,153 | 7.24% | Q1 2026 | May 11, 2026 |
| Benson Investment Management Company, Inc. | History | Added to | 96,470 | 3,758 | 33.36% | 0.2% | 344 | +81,092 | 527.32% | Q1 2026 | Apr 13, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 95,156 | 3,707 | 1.97% | 1.95% | 345 | +2,600 | 2.81% | Q1 2026 | Apr 24, 2026 |
| SMI Advisory Services, LLC | History | Added to | 93,554 | 3,700 | 0.61% | 0.28% | 346 | +52,219 | 126.33% | Q1 2026 | Apr 07, 2026 |
| First PREMIER Bank | History | Added to | 93,391 | 3,638 | 0.84% | 0.57% | 347 | +27,897 | 42.59% | Q1 2026 | Apr 20, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 92,379 | 3,599 | 1.32% | 1.14% | 348 | +12,349 | 15.43% | Q1 2026 | Apr 09, 2026 |
| Financial Symmetry Inc | History | Added to | 87,411 | 3,588 | 1.27% | 1.28% | 349 | +4,762 | 5.76% | Q1 2026 | May 11, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 91,810 | 3,576 | 0.5% | 0.58% | 350 | -2,896 | -3.06% | Q1 2026 | May 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 91,679 | 3,571 | 0.07% | 0.01% | 351 | +73,526 | 405.03% | Q1 2026 | Apr 14, 2026 |
| Timonier Family Office, LTD. | History | No change | 93,280 | 3,554 | 1.13% | 1.13% | 352 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Financial Connections Group, Inc. | History | Added to | 90,186 | 3,513 | 1.22% | 0.89% | 353 | +22,440 | 33.12% | Q1 2026 | May 01, 2026 |
| ERn Financial, LLC | History | Reduced | 90,147 | 3,512 | 0.66% | 0.8% | 354 | -21,004 | -18.9% | Q1 2026 | Apr 24, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 88,839 | 3,461 | 2.34% | 3.71% | 355 | -53,784 | -37.71% | Q1 2026 | Apr 30, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 88,754 | 3,457 | 0.28% | 0.29% | 356 | -2,886 | -3.15% | Q1 2026 | May 15, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 87,810 | 3,421 | 2.85% | 2.75% | 357 | +4,138 | 4.95% | Q1 2026 | Apr 14, 2026 |
| Financial Plan, Inc. | History | Reduced | 86,120 | 3,355 | 0.36% | 0.38% | 358 | -1,052 | -1.21% | Q1 2026 | Apr 24, 2026 |
| Vantage Point Financial LLC | History | Reduced | 83,149 | 3,239 | 1.14% | 1.18% | 359 | -3,194 | -3.7% | Q1 2026 | May 01, 2026 |
| Everest Financial Group LLC | History | New | 83,108 | 3,237 | 0.53% | — | 360 | +83,108 | New | Q1 2026 | May 15, 2026 |
| Grunden Financial Advisory, Inc. | History | No change | 80,668 | 3,074 | 1.2% | 1.2% | 361 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| COMMERCE BANK | History | New | 78,672 | 3,065 | 0.01% | — | 362 | +78,672 | New | Q1 2026 | May 11, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 78,520 | 3,059 | 1.2% | 1.18% | 363 | +345 | 0.44% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Reduced | 77,937 | 3,036 | 0.02% | 0.02% | 364 | -2,707 | -3.36% | Q1 2026 | Apr 15, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 77,486 | 3,018 | 2.01% | 2.09% | 365 | -951 | -1.21% | Q1 2026 | Apr 21, 2026 |
| Daner Wealth Management, LLC | History | Added to | 72,774 | 3,015 | 1.77% | 1.83% | 366 | +1,067 | 1.49% | Q1 2026 | May 13, 2026 |
| SEMITAM BONAM LLC | History | Added to | 77,180 | 3,006 | 2.46% | 2.3% | 367 | +4,618 | 6.36% | Q1 2026 | Apr 21, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Reduced | 71,420 | 2,979 | 1.23% | 1.31% | 368 | -2,392 | -3.24% | Q1 2026 | Apr 22, 2026 |
| IFP Advisors, Inc | History | Added to | 76,197 | 2,968 | 0.06% | 0.06% | 369 | +3,064 | 4.19% | Q1 2026 | Apr 13, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 77,382 | 2,949 | 4.47% | 4.47% | 370 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Shearwater Capital LLC | History | Reduced | 74,463 | 2,901 | 1.52% | 1.63% | 371 | -245 | -0.33% | Q1 2026 | Apr 09, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 74,329 | 2,895 | 0.74% | 0.75% | 372 | +21 | 0.03% | Q1 2026 | Apr 17, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 74,289 | 2,894 | 0.78% | 0.81% | 373 | -3,296 | -4.25% | Q1 2026 | May 12, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 73,541 | 2,865 | 1.4% | 1.36% | 374 | +653 | 0.9% | Q1 2026 | May 14, 2026 |
| Powerhouse Assets LLC | History | Added to | 73,019 | 2,844 | 2.47% | 2.15% | 375 | +8,949 | 13.97% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 72,552 | 2,826 | 0.21% | 0.2% | 376 | -2,214 | -2.96% | Q1 2026 | May 05, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | New | 72,529 | 2,825 | 0.29% | — | 377 | +72,529 | New | Q1 2026 | May 14, 2026 |
| Greenspring Advisors, LLC | History | Added to | 71,801 | 2,797 | 0.17% | 0.17% | 378 | +800 | 1.13% | Q1 2026 | May 04, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 71,504 | 2,785 | 2.34% | 2.31% | 379 | +655 | 0.92% | Q1 2026 | Apr 22, 2026 |
| American Investment Services, Inc. | History | Added to | 71,471 | 2,784 | 0.62% | 0.62% | 380 | +1,570 | 2.25% | Q1 2026 | May 13, 2026 |
| Sanchez Levi Garrett | History | New | 71,261 | 2,776 | 1.74% | — | 381 | +71,261 | New | Q1 2026 | May 15, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Added to | 71,142 | 2,771 | 2.19% | 2.08% | 382 | +1,805 | 2.6% | Q1 2026 | Apr 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 71,115 | 2,770 | 0.0% | 0.0% | 383 | +68,308 | 2433.49% | Q1 2026 | May 08, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 70,848 | 2,760 | 0.67% | 0.66% | 384 | -1,182 | -1.64% | Q1 2026 | May 01, 2026 |
| Capital Analysts, LLC | History | Added to | 70,653 | 2,752 | 0.07% | 0.06% | 385 | +12,614 | 21.73% | Q1 2026 | May 14, 2026 |
| Olistico Wealth, LLC | History | Added to | 70,412 | 2,743 | 1.35% | 0.67% | 386 | +34,425 | 95.66% | Q1 2026 | Apr 08, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 70,340 | 2,740 | 0.93% | 0.96% | 387 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 70,323 | 2,739 | 1.09% | 1.09% | 388 | +201 | 0.29% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Added to | 70,072 | 2,730 | 0.0% | 0.0% | 389 | +13,590 | 24.06% | Q1 2026 | May 15, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 69,460 | 2,706 | 1.83% | 1.85% | 390 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 68,355 | 2,663 | 1.53% | 1.29% | 391 | +9,725 | 16.59% | Q1 2026 | Apr 10, 2026 |
| Pacific Asset Management, LLC | History | Added to | 68,329 | 2,662 | 1.49% | 1.54% | 392 | +1,167 | 1.74% | Q1 2026 | May 01, 2026 |
| Invst, LLC | History | Added to | 68,261 | 2,659 | 0.3% | 0.28% | 393 | +1,561 | 2.34% | Q1 2026 | May 13, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 67,767 | 2,640 | 0.37% | 0.29% | 394 | +14,399 | 26.98% | Q1 2026 | Apr 29, 2026 |
| Rather & Kittrell, Inc. | History | Reduced | 66,588 | 2,594 | 0.4% | 0.41% | 395 | -1,041 | -1.54% | Q1 2026 | May 12, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 66,178 | 2,578 | 0.14% | 0.14% | 396 | -937 | -1.4% | Q1 2026 | May 15, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 65,435 | 2,549 | 1.4% | 1.46% | 397 | -3,847 | -5.55% | Q1 2026 | Apr 22, 2026 |
| Lido Advisors, LLC | History | Added to | 65,045 | 2,534 | 0.01% | 0.0% | 398 | +47,453 | 269.74% | Q1 2026 | May 13, 2026 |
| Larry Mathis Financial Planning, LLC | History | Added to | 64,595 | 2,516 | 2.26% | 1.27% | 399 | +26,919 | 71.45% | Q1 2026 | Apr 21, 2026 |
| Spire Wealth Management | History | Reduced | 64,527 | 2,513 | 0.09% | 0.08% | 400 | -1,872 | -2.82% | Q1 2026 | Apr 22, 2026 |
| SEI INVESTMENTS CO | History | Added to | 64,020 | 2,494 | 0.0% | 0.0% | 401 | +11,030 | 20.82% | Q1 2026 | May 13, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 63,746 | 2,483 | 0.83% | 0.32% | 402 | +39,786 | 166.05% | Q1 2026 | May 11, 2026 |
| Burton Enright Welch | History | Added to | 62,871 | 2,449 | 0.33% | 0.34% | 403 | +87 | 0.14% | Q1 2026 | May 01, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 62,812 | 2,447 | 0.02% | 0.01% | 404 | +17,523 | 38.69% | Q1 2026 | Apr 07, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 60,945 | 2,374 | 0.49% | 0.36% | 405 | +16,489 | 37.09% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 60,484 | 2,356 | 0.03% | 0.03% | 406 | +2,323 | 3.99% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 59,947 | 2,335 | 0.01% | 0.0% | 407 | +11,129 | 22.8% | Q1 2026 | May 05, 2026 |
| FineMark National Bank & Trust | History | No change | 60,751 | 2,315 | 0.07% | 0.07% | 408 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Vestment Financial LLC | History | Reduced | 55,696 | 2,314 | 1.09% | 1.16% | 409 | -1,366 | -2.39% | Q1 2026 | May 01, 2026 |
| Investmark Advisory Group LLC | History | Added to | 58,831 | 2,292 | 0.98% | 0.95% | 410 | +537 | 0.92% | Q1 2026 | May 15, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 58,491 | 2,278 | 0.2% | 0.2% | 411 | -1,086 | -1.82% | Q1 2026 | May 12, 2026 |
| Concord Wealth Partners | History | Added to | 58,462 | 2,277 | 0.3% | 0.24% | 412 | +9,707 | 19.91% | Q1 2026 | May 01, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 58,223 | 2,268 | 0.02% | 0.02% | 413 | -8,815 | -13.15% | Q1 2026 | May 12, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 55,630 | 2,167 | 1.64% | 1.75% | 414 | +977 | 1.79% | Q1 2026 | Apr 13, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 54,845 | 2,136 | 1.91% | — | 415 | +54,845 | New | Q1 2026 | May 07, 2026 |
| Eaton-Cambridge Inc. | History | No change | 54,649 | 2,129 | 0.67% | 0.68% | 416 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Factor Wealth Management LTD | History | Reduced | 54,453 | 2,121 | 0.4% | 0.57% | 417 | -15,123 | -21.74% | Q1 2026 | Apr 20, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 54,389 | 2,119 | 0.11% | 0.1% | 418 | +3,710 | 7.32% | Q1 2026 | May 15, 2026 |
| Level Wealth Management LLC | History | Reduced | 54,240 | 2,113 | 0.99% | 1.11% | 419 | -2,561 | -4.51% | Q1 2026 | Apr 27, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 54,217 | 2,112 | 0.45% | 0.42% | 420 | +3,827 | 7.59% | Q1 2026 | Apr 13, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 53,750 | 2,094 | 0.51% | 0.36% | 421 | +14,451 | 36.77% | Q1 2026 | May 12, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 53,532 | 2,085 | 0.07% | 0.04% | 422 | +22,142 | 70.54% | Q1 2026 | May 06, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 53,026 | 2,065 | 0.17% | 0.13% | 423 | +7,540 | 16.58% | Q1 2026 | Apr 06, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 51,999 | 2,025 | 1.24% | 1.05% | 424 | +8,231 | 18.81% | Q1 2026 | Apr 21, 2026 |
| Life Planning Partners, Inc | History | Added to | 51,748 | 2,016 | 1.54% | 1.36% | 425 | +5,016 | 10.73% | Q1 2026 | Apr 28, 2026 |
| Kane Co Wealth Management, Inc. | History | Reduced | 51,376 | 2,001 | 1.69% | 1.84% | 426 | -3,292 | -6.02% | Q1 2026 | Apr 21, 2026 |
| Maridea Wealth Management LLC | History | Added to | 51,311 | 1,999 | 0.29% | 0.25% | 427 | +7,333 | 16.67% | Q1 2026 | Apr 21, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 51,286 | 1,998 | 1.1% | 1.22% | 428 | +925 | 1.84% | Q1 2026 | May 11, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 50,756 | 1,977 | 0.98% | 0.95% | 429 | +743 | 1.49% | Q1 2026 | Apr 30, 2026 |
| Krilogy Financial LLC | History | Added to | 47,349 | 1,952 | 0.06% | 0.06% | 430 | +155 | 0.33% | Q1 2026 | Apr 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 50,093 | 1,951 | 0.06% | 0.07% | 431 | -17 | -0.03% | Q1 2026 | May 07, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 49,755 | 1,938 | 0.2% | 0.26% | 432 | -1,992 | -3.85% | Q1 2026 | Apr 23, 2026 |
| Arnold Financial Planning LLC | History | Reduced | 49,649 | 1,934 | 1.81% | 1.96% | 433 | -327 | -0.65% | Q1 2026 | Apr 14, 2026 |
| Global Financial Private Client, LLC | History | Added to | 49,072 | 1,911 | 0.63% | 0.52% | 434 | +10,105 | 25.93% | Q1 2026 | Apr 20, 2026 |
| Wealth Advisors Northwest LLC | History | Reduced | 48,669 | 1,896 | 0.8% | 0.85% | 435 | -1,533 | -3.05% | Q1 2026 | Apr 08, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 48,556 | 1,892 | 0.02% | 0.02% | 436 | +4,289 | 9.69% | Q1 2026 | May 15, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 47,692 | 1,858 | 0.52% | 0.38% | 437 | +10,686 | 28.88% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 46,213 | 1,800 | 0.04% | 0.04% | 438 | -1,387 | -2.91% | Q1 2026 | May 14, 2026 |
| Woodside Wealth Management LLC | History | Added to | 45,824 | 1,785 | 1.39% | 1.03% | 439 | +9,634 | 26.62% | Q1 2026 | Apr 13, 2026 |
| Warburton Capital Management, LLC | History | New | 43,361 | 1,769 | 0.86% | — | 440 | +43,361 | New | Q1 2026 | May 01, 2026 |
| GWN SECURITIES INC. | History | Reduced | 45,387 | 1,768 | 0.34% | 0.36% | 441 | -1,651 | -3.51% | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | Reduced | 44,935 | 1,750 | 0.09% | 0.34% | 442 | -162,130 | -78.3% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 45,039 | 1,716 | 0.03% | 0.03% | 443 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 43,172 | 1,681 | 0.09% | 0.09% | 444 | -9,556 | -18.12% | Q1 2026 | Apr 28, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 42,745 | 1,665 | 0.31% | 0.27% | 445 | +5,175 | 13.77% | Q1 2026 | Apr 13, 2026 |
| Leading Edge Financial Planning LLC | History | Reduced | 42,562 | 1,658 | 0.35% | 0.38% | 446 | -1,225 | -2.8% | Q1 2026 | May 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 42,068 | 1,638 | 0.05% | 0.03% | 447 | +17,492 | 71.18% | Q1 2026 | May 14, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 41,550 | 1,618 | 0.36% | 0.34% | 448 | +3,542 | 9.32% | Q1 2026 | May 21, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 41,441 | 1,614 | 1.02% | 1.11% | 449 | -1,332 | -3.11% | Q1 2026 | May 11, 2026 |
| XY Planning Network, Inc. | History | Added to | 40,152 | 1,587 | 0.25% | 0.26% | 450 | +678 | 1.72% | Q1 2026 | Apr 14, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 40,496 | 1,577 | 0.57% | 0.66% | 451 | -5,988 | -12.88% | Q1 2026 | Apr 27, 2026 |
| Heritage Investment Group, Inc. | History | Reduced | 40,405 | 1,574 | 0.24% | 0.24% | 452 | -1,040 | -2.51% | Q1 2026 | May 01, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 40,311 | 1,570 | 0.23% | 0.23% | 453 | -711 | -1.73% | Q1 2026 | May 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 40,280 | 1,569 | 0.02% | 0.02% | 454 | +11,002 | 37.58% | Q1 2026 | May 15, 2026 |
| Meritas Wealth Management, LLC | History | No change | 40,093 | 1,562 | 0.71% | 0.73% | 455 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | Added to | 39,391 | 1,534 | 1.11% | 0.9% | 456 | +7,857 | 24.92% | Q1 2026 | Apr 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 39,318 | 1,531 | 0.01% | 0.03% | 457 | -98,355 | -71.44% | Q1 2026 | May 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 39,152 | 1,525 | 0.03% | 0.03% | 458 | +44 | 0.11% | Q1 2026 | May 11, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 38,549 | 1,501 | 0.02% | 0.01% | 459 | +26,508 | 220.15% | Q1 2026 | Apr 21, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 38,340 | 1,493 | 1.37% | 1.24% | 460 | +2,665 | 7.47% | Q1 2026 | Apr 08, 2026 |
| WMS Group LLC | History | Reduced | 37,857 | 1,474 | 2.14% | 1.84% | 461 | -66 | -0.17% | Q1 2026 | Apr 21, 2026 |
| CWM, LLC | History | Reduced | 37,506 | 1,461 | 0.0% | 0.0% | 462 | -3,740 | -9.07% | Q1 2026 | May 14, 2026 |
| Keel Point, LLC | History | No change | 38,234 | 1,457 | 0.09% | 0.09% | 463 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 38,297 | 1,449 | 0.48% | 0.48% | 464 | -233 | -0.6% | Q1 2026 | Apr 27, 2026 |
| Forum Financial Management, LP | History | Reduced | 36,801 | 1,433 | 0.02% | 0.02% | 465 | -1,050 | -2.77% | Q1 2026 | Apr 23, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 36,034 | 1,403 | 0.17% | 0.14% | 466 | +4,973 | 16.01% | Q1 2026 | May 05, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 35,040 | 1,365 | 0.4% | 0.32% | 467 | +6,747 | 23.85% | Q1 2026 | Apr 30, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 34,987 | 1,363 | 1.1% | 0.57% | 468 | +16,835 | 92.74% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 34,400 | 1,340 | 0.02% | 0.02% | 469 | -3,340 | -8.85% | Q1 2026 | May 11, 2026 |
| Abel Hall, LLC | History | Added to | 34,033 | 1,325 | 0.28% | 0.3% | 470 | +3 | 0.01% | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 33,713 | 1,313 | 0.12% | 0.11% | 471 | +675 | 2.04% | Q1 2026 | Apr 30, 2026 |
| CSP Financial Group, LLC | History | New | 33,369 | 1,300 | 1.33% | — | 472 | +33,369 | New | Q1 2026 | May 08, 2026 |
| Second Half Financial Partners, LLC | History | Added to | 33,173 | 1,292 | 0.58% | 0.52% | 473 | +2,530 | 8.26% | Q1 2026 | May 11, 2026 |
| Strategent Financial, LLC | History | Reduced | 33,009 | 1,286 | 0.87% | 0.82% | 474 | -1,137 | -3.33% | Q1 2026 | Apr 20, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 32,854 | 1,279 | 0.1% | 0.09% | 475 | +3,967 | 13.73% | Q1 2026 | May 14, 2026 |
| Seneschal Advisors, LLC | History | Reduced | 32,304 | 1,258 | 0.93% | 0.97% | 476 | -2,206 | -6.39% | Q1 2026 | May 08, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 32,155 | 1,252 | 0.68% | 0.72% | 477 | -1,893 | -5.56% | Q1 2026 | Apr 20, 2026 |
| KPP Advisory Services LLC | History | Added to | 31,983 | 1,246 | 0.18% | 0.18% | 478 | +30 | 0.09% | Q1 2026 | Apr 24, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 31,946 | 1,244 | 0.01% | 0.01% | 479 | -510 | -1.57% | Q1 2026 | Apr 28, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 31,853 | 1,241 | 0.34% | 0.34% | 480 | +2,550 | 8.7% | Q1 2026 | Apr 24, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 31,843 | 1,240 | 0.71% | 0.78% | 482 | +435 | 1.38% | Q1 2026 | May 11, 2026 |
| Asset Dedication, LLC | History | No change | 32,563 | 1,240 | 0.08% | 0.08% | 481 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SLT Holdings LLC | History | Added to | 31,732 | 1,236 | 0.84% | 0.77% | 483 | +162 | 0.51% | Q1 2026 | Apr 21, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 31,653 | 1,233 | 0.45% | 0.37% | 484 | +6,365 | 25.17% | Q1 2026 | Apr 28, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 31,579 | 1,230 | 0.22% | 0.12% | 485 | +15,111 | 91.76% | Q1 2026 | May 14, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Reduced | 31,257 | 1,217 | 0.57% | 0.68% | 487 | -2,522 | -7.47% | Q1 2026 | Apr 14, 2026 |
| LAM GROUP, INC. | History | Reduced | 31,255 | 1,217 | 0.67% | 0.72% | 486 | -1,625 | -4.94% | Q1 2026 | Apr 22, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Reduced | 30,895 | 1,203 | 0.91% | 0.97% | 488 | -1,965 | -5.98% | Q1 2026 | May 14, 2026 |
| Ballentine Capital Advisors, Inc | History | Reduced | 30,842 | 1,201 | 0.5% | 0.5% | 489 | -50 | -0.16% | Q1 2026 | Apr 17, 2026 |
| WealthSpring Partners, LLC | History | Reduced | 30,619 | 1,192 | 1.09% | 1.23% | 490 | -831 | -2.64% | Q1 2026 | Apr 20, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 30,420 | 1,185 | 0.01% | 0.05% | 491 | -160,606 | -84.08% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 29,705 | 1,157 | 0.01% | 0.01% | 492 | +5,062 | 20.54% | Q1 2026 | May 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 29,630 | 1,154 | 0.07% | 0.07% | 493 | -300 | -1.0% | Q1 2026 | May 12, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 29,490 | 1,148 | 0.41% | 0.39% | 494 | +814 | 2.84% | Q1 2026 | Apr 22, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 29,421 | 1,146 | 0.63% | 0.73% | 495 | -1,296 | -4.22% | Q1 2026 | Apr 16, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 29,344 | 1,143 | 0.11% | 0.1% | 496 | +232 | 0.8% | Q1 2026 | May 06, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 29,324 | 1,142 | 0.8% | 0.73% | 497 | +2,195 | 8.09% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 29,285 | 1,140 | 0.0% | 0.0% | 498 | +29,186 | 29480.81% | Q1 2026 | May 01, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 29,040 | 1,131 | 0.17% | 0.16% | 499 | +790 | 2.8% | Q1 2026 | Apr 21, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 28,919 | 1,126 | 0.66% | 0.68% | 500 | -622 | -2.11% | Q1 2026 | May 07, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Reduced | 28,432 | 1,107 | 0.58% | 0.63% | 501 | -2,153 | -7.04% | Q1 2026 | Apr 20, 2026 |
| Diversified Trust Co | History | No change | 28,331 | 1,103 | 0.02% | 0.02% | 502 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 27,956 | 1,089 | 0.01% | — | 503 | +27,956 | New | Q1 2026 | Apr 20, 2026 |
| Tranquility Partners, LLC | History | Added to | 27,513 | 1,076 | 0.41% | 0.37% | 504 | +590 | 2.19% | Q1 2026 | Apr 20, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 27,332 | 1,064 | 0.11% | 0.11% | 505 | +34 | 0.12% | Q1 2026 | Apr 08, 2026 |
| Passive Capital Management, LLC. | History | Reduced | 27,266 | 1,062 | 0.32% | 0.33% | 506 | -281 | -1.02% | Q1 2026 | May 14, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 27,051 | 1,053 | 0.14% | 0.14% | 507 | +53 | 0.2% | Q1 2026 | Apr 28, 2026 |
| COMERICA BANK | History | No change | 27,207 | 1,036 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Darden Wealth Group Inc | History | Reduced | 26,170 | 1,019 | 0.52% | 0.55% | 509 | -3,500 | -11.8% | Q1 2026 | May 08, 2026 |
| BAM Wealth Management, LLC | History | Reduced | 26,048 | 1,014 | 0.76% | 0.74% | 510 | -964 | -3.57% | Q1 2026 | Apr 17, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 25,461 | 991 | 0.34% | 0.32% | 511 | +403 | 1.61% | Q1 2026 | May 04, 2026 |
| Williams & Novak, LLC | History | Added to | 25,023 | 989 | 0.74% | 0.31% | 512 | +14,156 | 130.27% | Q1 2026 | Apr 20, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 25,276 | 984 | 0.22% | 0.21% | 513 | +211 | 0.84% | Q1 2026 | May 11, 2026 |
| Foundry Financial LLC | History | Reduced | 25,129 | 979 | 0.41% | 0.73% | 514 | -11,529 | -31.45% | Q1 2026 | Apr 21, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 24,881 | 969 | 0.16% | 0.19% | 515 | -381 | -1.51% | Q1 2026 | Apr 10, 2026 |
| Essex Financial Services, Inc. | History | Added to | 24,554 | 956 | 0.05% | 0.03% | 516 | +11,308 | 85.37% | Q1 2026 | Apr 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 24,334 | 948 | 0.0% | 0.0% | 517 | +14,827 | 155.96% | Q1 2026 | May 11, 2026 |
| Entelevest, LLC | History | Added to | 24,234 | 944 | 0.94% | 0.87% | 518 | +1,392 | 6.09% | Q1 2026 | May 04, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 24,175 | 941 | 0.16% | 0.16% | 519 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 24,066 | 937 | 0.26% | 0.26% | 520 | +35 | 0.15% | Q1 2026 | May 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 23,455 | 927 | 0.1% | 0.09% | 521 | +8,407 | 55.87% | Q1 2026 | Apr 10, 2026 |
| BOS Asset Management, LLC | History | Added to | 23,452 | 913 | 0.23% | 0.24% | 522 | +5 | 0.02% | Q1 2026 | Apr 08, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | Reduced | 23,337 | 909 | 0.34% | 0.34% | 523 | -313 | -1.32% | Q1 2026 | Apr 22, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 23,301 | 907 | 0.2% | 0.21% | 524 | -354 | -1.5% | Q1 2026 | Apr 02, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 22,933 | 893 | 0.6% | 0.62% | 525 | -848 | -3.57% | Q1 2026 | Apr 16, 2026 |
| Worth Asset Management, LLC | History | New | 22,787 | 887 | 0.33% | — | 527 | +22,787 | New | Q1 2026 | Apr 17, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 29,370 | 887 | 0.59% | 0.3% | 526 | +16,780 | 133.28% | Q1 2026 | May 13, 2026 |
| Montis Financial, LLC | History | Reduced | 22,663 | 882 | 0.18% | 0.2% | 528 | -3,346 | -12.86% | Q1 2026 | May 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 22,037 | 858 | 0.01% | 0.01% | 530 | +1,180 | 5.66% | Q1 2026 | May 14, 2026 |
| VSM Wealth Advisory, LLC | History | Reduced | 22,027 | 858 | 0.26% | 0.25% | 529 | -22 | -0.1% | Q1 2026 | May 05, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 21,016 | 855 | 0.24% | 0.19% | 531 | +5,903 | 39.06% | Q1 2026 | Apr 27, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | Added to | 21,811 | 849 | 0.76% | 0.77% | 532 | +299 | 1.39% | Q1 2026 | May 12, 2026 |
| Sensenig Capital Advisors, Inc | History | Reduced | 21,454 | 835 | 0.86% | 0.92% | 533 | -2,340 | -9.83% | Q1 2026 | Apr 14, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 21,378 | 832 | 0.33% | 0.48% | 534 | -8,602 | -28.69% | Q1 2026 | Apr 08, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 21,174 | 824 | 0.09% | 0.09% | 535 | +13 | 0.06% | Q1 2026 | Apr 08, 2026 |
| Porter White Investment Advisors, Inc. | History | Reduced | 20,670 | 805 | 0.32% | 0.34% | 536 | -1,022 | -4.71% | Q1 2026 | May 12, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 20,504 | 798 | 0.33% | 0.33% | 537 | -314 | -1.51% | Q1 2026 | Apr 23, 2026 |
| SWF LLC | History | Added to | 20,358 | 793 | 0.07% | 0.07% | 539 | +2,440 | 13.62% | Q1 2026 | May 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 20,365 | 793 | 0.02% | 0.02% | 538 | -204 | -0.99% | Q1 2026 | Apr 29, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 19,882 | 774 | 0.17% | 0.14% | 540 | +4,329 | 27.83% | Q1 2026 | May 14, 2026 |
| Roundview Capital LLC | History | Added to | 19,801 | 771 | 0.05% | 0.05% | 541 | +2 | 0.01% | Q1 2026 | May 08, 2026 |
| Darrow Company, Inc. | History | No change | 19,654 | 765 | 0.34% | 0.34% | 542 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | New | 19,416 | 756 | 0.08% | — | 543 | +19,416 | New | Q1 2026 | May 12, 2026 |
| Selective Wealth Management, Inc. | History | New | 18,543 | 743 | 0.22% | — | 545 | +18,543 | New | Q1 2026 | Apr 30, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 19,085 | 743 | 0.07% | 0.07% | 544 | -841 | -4.22% | Q1 2026 | May 13, 2026 |
| Francis Financial, Inc. | History | No change | 18,901 | 736 | 0.14% | 0.14% | 546 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Kaufman Rossin Wealth, LLC | History | Reduced | 18,868 | 735 | 0.42% | 0.39% | 547 | -902 | -4.56% | Q1 2026 | Apr 17, 2026 |
| Wealth Architects, LLC | History | Added to | 18,844 | 734 | 0.07% | 0.06% | 549 | +34 | 0.18% | Q1 2026 | May 15, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 18,861 | 734 | 0.02% | 0.02% | 548 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Kovack Advisors, Inc. | History | Added to | 18,807 | 732 | 0.04% | 0.03% | 550 | +1,329 | 7.6% | Q1 2026 | May 12, 2026 |
| Eastover Investment Advisors LLC | History | No change | 18,777 | 731 | 0.31% | 0.31% | 551 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Gemmer Asset Management LLC | History | Added to | 18,276 | 712 | 0.06% | 0.05% | 552 | +27 | 0.15% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 17,697 | 689 | 0.32% | 0.3% | 553 | -324 | -1.8% | Q1 2026 | May 14, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 17,547 | 683 | 0.24% | 0.24% | 554 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| V2 Financial group LLC | History | New | 17,528 | 682 | 0.32% | — | 555 | +17,528 | New | Q1 2026 | May 04, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | New | 17,190 | 669 | 0.08% | — | 557 | +17,190 | New | Q1 2026 | Apr 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 17,185 | 669 | 0.0% | 0.0% | 556 | +13,277 | 339.74% | Q1 2026 | May 13, 2026 |
| VISIONARY HORIZONS, LLC | History | Added to | 17,120 | 667 | 0.33% | 0.31% | 558 | +1,344 | 8.52% | Q1 2026 | Apr 17, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 16,801 | 654 | 0.22% | 0.23% | 559 | -263 | -1.54% | Q1 2026 | Apr 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 16,778 | 653 | 0.02% | 0.01% | 560 | +3,338 | 24.84% | Q1 2026 | May 15, 2026 |
| Sterneck Capital Management, LLC | History | No change | 16,270 | 633 | 0.28% | 0.28% | 561 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Investment Advisory Group, LLC | History | Added to | 16,239 | 632 | 0.16% | 0.11% | 562 | +4,654 | 40.17% | Q1 2026 | Apr 22, 2026 |
| Seed Wealth Management, Inc. | History | No change | 16,070 | 626 | 0.43% | 0.42% | 563 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Navigate Wealth Management, LLC | History | New | 15,253 | 620 | 0.44% | — | 564 | +15,253 | New | Q1 2026 | Apr 27, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 15,819 | 616 | 0.15% | 0.12% | 565 | +3,355 | 26.92% | Q1 2026 | Apr 10, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 15,756 | 613 | 0.11% | 0.11% | 566 | +339 | 2.2% | Q1 2026 | May 15, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 15,714 | 612 | 0.32% | 0.27% | 567 | -645 | -3.94% | Q1 2026 | Apr 21, 2026 |
| ATLas Financial Planning LLC | History | Added to | 15,667 | 610 | 0.55% | 0.59% | 568 | +1 | 0.01% | Q1 2026 | Apr 27, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 15,599 | 607 | 0.16% | 0.15% | 569 | -172 | -1.09% | Q1 2026 | Apr 15, 2026 |
| Accurate Wealth Management, LLC | History | New | 14,767 | 604 | 0.07% | — | 570 | +14,767 | New | Q1 2026 | Apr 22, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 15,431 | 601 | 0.28% | 0.22% | 571 | +4,026 | 35.3% | Q1 2026 | Apr 14, 2026 |
| ASSETMARK, INC | History | Added to | 14,557 | 567 | 0.0% | 0.0% | 572 | +3,373 | 30.16% | Q1 2026 | May 06, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 14,550 | 566 | 0.35% | 0.35% | 573 | +4 | 0.03% | Q1 2026 | Apr 22, 2026 |
| Ballast Financial Advisors LLC | History | Added to | 14,521 | 565 | 0.58% | 0.56% | 574 | +242 | 1.69% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 14,494 | 564 | 0.0% | 0.0% | 575 | +1,390 | 10.61% | Q1 2026 | May 14, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 14,488 | 564 | 0.08% | 0.08% | 576 | -256 | -1.74% | Q1 2026 | Apr 15, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 14,352 | 559 | 0.06% | 0.06% | 577 | +282 | 2.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 14,348 | 558 | 0.0% | 0.0% | 579 | +3,996 | 38.6% | Q1 2026 | May 13, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 14,341 | 558 | 0.04% | 0.04% | 578 | +1,280 | 9.8% | Q1 2026 | May 15, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 14,241 | 554 | 0.18% | 0.27% | 580 | -48 | -0.34% | Q1 2026 | Apr 20, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 14,015 | 546 | 0.18% | 0.24% | 581 | -6,616 | -32.07% | Q1 2026 | Apr 08, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | New | 13,784 | 537 | 0.16% | — | 582 | +13,784 | New | Q1 2026 | Apr 21, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 13,695 | 533 | 0.04% | 0.04% | 583 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tassel Capital Management, Inc. | History | Reduced | 13,658 | 532 | 0.29% | 0.33% | 584 | -721 | -5.01% | Q1 2026 | Apr 21, 2026 |
| Wheels Up Wealth, Inc. | History | Reduced | 13,444 | 523 | 0.49% | 0.57% | 586 | -2,521 | -15.79% | Q1 2026 | May 12, 2026 |
| Five Oceans Advisors | History | Added to | 13,442 | 523 | 0.19% | 0.18% | 585 | +11 | 0.08% | Q1 2026 | Apr 07, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 13,206 | 514 | 0.12% | 0.12% | 587 | -92 | -0.69% | Q1 2026 | Apr 17, 2026 |
| Compound Planning, Inc. | History | Added to | 13,142 | 512 | 0.02% | 0.01% | 588 | +3,818 | 40.95% | Q1 2026 | May 14, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 12,897 | 502 | 0.23% | 0.23% | 589 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 12,845 | 500 | 0.5% | 0.49% | 590 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Lexington Hill Partners, LLC | History | Reduced | 12,825 | 499 | 0.28% | 0.37% | 591 | -177 | -1.36% | Q1 2026 | Apr 16, 2026 |
| Intrepid Financial Planning Group LLC | History | New | 12,805 | 498 | 0.2% | — | 592 | +12,805 | New | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 12,753 | 496 | 0.02% | 0.0% | 593 | +10,426 | 448.04% | Q1 2026 | Apr 28, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 12,726 | 495 | 0.08% | 0.09% | 594 | -1,366 | -9.69% | Q1 2026 | Apr 28, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 12,487 | 486 | 0.41% | 0.38% | 595 | +822 | 7.05% | Q1 2026 | May 05, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Reduced | 12,393 | 482 | 0.26% | 0.27% | 596 | -543 | -4.2% | Q1 2026 | Apr 09, 2026 |
| Dana Investment Advisors, Inc. | History | New | 11,944 | 465 | 0.01% | — | 597 | +11,944 | New | Q1 2026 | May 14, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 11,611 | 452 | 0.03% | 0.03% | 598 | -73 | -0.62% | Q1 2026 | May 12, 2026 |
| Causey Wealth LLC | History | New | 11,500 | 448 | 0.19% | — | 599 | +11,500 | New | Q1 2026 | May 12, 2026 |
| Stratos Investment Management, LLC | History | Added to | 11,475 | 447 | 0.02% | 0.02% | 600 | +297 | 2.66% | Q1 2026 | Apr 28, 2026 |
| Faithward Advisors, LLC | History | Reduced | 11,324 | 441 | 0.06% | 0.07% | 601 | -1,942 | -14.64% | Q1 2026 | Apr 17, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 11,340 | 441 | 0.03% | 0.05% | 602 | -1,842 | -13.97% | Q1 2026 | Apr 16, 2026 |
| Modern Wealth Management, LLC | History | Added to | 11,146 | 440 | 0.01% | 0.01% | 603 | +2,894 | 35.07% | Q1 2026 | May 14, 2026 |
| Facet Wealth, Inc. | History | New | 11,245 | 438 | 0.01% | — | 604 | +11,245 | New | Q1 2026 | May 07, 2026 |
| UNIVEST FINANCIAL Corp | History | No change | 11,222 | 437 | 0.02% | 0.02% | 605 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 11,209 | 436 | 0.03% | 0.03% | 606 | -379 | -3.27% | Q1 2026 | Apr 27, 2026 |
| Lewis Asset Management, LLC | History | New | 11,040 | 430 | 0.18% | — | 607 | +11,040 | New | Q1 2026 | Apr 21, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 10,997 | 428 | 0.11% | 0.11% | 608 | +203 | 1.88% | Q1 2026 | Apr 29, 2026 |
| Blue Trust, Inc. | History | No change | 10,887 | 424 | 0.0% | 0.0% | 609 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Prosperity Advisers, LLC | History | Added to | 10,801 | 420 | 0.35% | 0.27% | 610 | +2,049 | 23.41% | Q1 2026 | Apr 23, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 10,759 | 419 | 0.0% | — | 611 | +10,759 | New | Q1 2026 | May 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 10,734 | 418 | 0.03% | 0.03% | 612 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | New | 10,626 | 413 | 0.01% | — | 614 | +10,626 | New | Q1 2026 | Apr 23, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 10,604 | 413 | 0.18% | 0.21% | 613 | -1,751 | -14.17% | Q1 2026 | Apr 08, 2026 |
| Core Wealth Management, Inc. | History | No change | 10,599 | 412 | 0.13% | 0.13% | 615 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | Added to | 10,414 | 405 | 0.0% | 0.0% | 616 | +1,330 | 14.64% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 10,305 | 401 | 0.02% | 0.01% | 617 | +711 | 7.41% | Q1 2026 | May 12, 2026 |
| Retirement Planning Group, LLC | History | Added to | 10,267 | 400 | 0.01% | 0.01% | 618 | +27 | 0.26% | Q1 2026 | May 04, 2026 |
| KINTRA WEALTH, LLC | History | New | 10,183 | 396 | 0.03% | — | 619 | +10,183 | New | Q1 2026 | May 15, 2026 |
| HANOVER ADVISORS INC | History | Added to | 10,141 | 395 | 0.16% | 0.13% | 620 | +1,249 | 14.05% | Q1 2026 | May 07, 2026 |
| BIP Wealth, LLC | History | New | 10,135 | 394 | 0.02% | — | 622 | +10,135 | New | Q1 2026 | Apr 27, 2026 |
| Fiduciary Alliance LLC | History | New | 9,541 | 394 | 0.02% | — | 623 | +9,541 | New | Q1 2026 | Apr 20, 2026 |
| AlphaCore Capital LLC | History | No change | 10,115 | 394 | 0.01% | 0.01% | 621 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Emprise Bank | History | Reduced | 10,047 | 391 | 0.16% | 0.19% | 625 | -1,825 | -15.37% | Q1 2026 | Apr 20, 2026 |
| BURNEY CO/ | History | Reduced | 10,041 | 391 | 0.01% | 0.01% | 624 | -77 | -0.76% | Q1 2026 | Apr 29, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 9,990 | 389 | 0.09% | 0.09% | 626 | +12 | 0.12% | Q1 2026 | Apr 27, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | Added to | 9,980 | 388 | 0.17% | 0.16% | 627 | +285 | 2.94% | Q1 2026 | Apr 15, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 9,909 | 386 | 0.1% | 0.11% | 628 | -322 | -3.15% | Q1 2026 | Apr 21, 2026 |
| Longview Financial Advisors, Inc. | History | No change | 9,827 | 382 | 0.23% | 0.25% | 629 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 9,758 | 380 | 0.08% | 0.09% | 630 | -1,656 | -14.51% | Q1 2026 | May 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 9,613 | 374 | 0.12% | 0.07% | 631 | +4,114 | 74.81% | Q1 2026 | May 14, 2026 |
| RS CRUM INC. | History | Added to | 9,616 | 374 | 0.07% | 0.07% | 632 | +233 | 2.48% | Q1 2026 | Apr 15, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 9,616 | 374 | 0.17% | 0.19% | 633 | +24 | 0.25% | Q1 2026 | Apr 16, 2026 |
| Vigil Wealth Management, LLC | History | Reduced | 9,590 | 373 | 0.3% | 0.31% | 634 | -66 | -0.68% | Q1 2026 | Apr 21, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | Added to | 9,559 | 372 | 0.58% | 0.6% | 635 | +12 | 0.13% | Q1 2026 | May 04, 2026 |
| Momentous Wealth Management, Inc. | History | New | 9,433 | 367 | 0.21% | — | 636 | +9,433 | New | Q1 2026 | May 11, 2026 |
| Bright Futures Wealth Management, LLC. | History | Added to | 9,371 | 365 | 0.25% | 0.26% | 637 | +87 | 0.94% | Q1 2026 | Apr 15, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 9,392 | 365 | 0.02% | 0.02% | 638 | +25 | 0.27% | Q1 2026 | Apr 20, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | New | 9,355 | 364 | 0.27% | — | 639 | +9,355 | New | Q1 2026 | May 15, 2026 |
| K2 Financial Inc. | History | Reduced | 8,855 | 361 | 0.26% | 0.27% | 640 | -95 | -1.06% | Q1 2026 | Apr 28, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 9,199 | 358 | 0.0% | 0.0% | 641 | -5,428 | -37.11% | Q1 2026 | Apr 24, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 9,123 | 355 | 0.14% | 0.14% | 642 | +250 | 2.82% | Q1 2026 | Apr 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 9,095 | 354 | 0.0% | — | 643 | +9,095 | New | Q1 2026 | May 15, 2026 |
| Wall Capital Group, Inc. | History | Added to | 9,038 | 352 | 0.38% | 0.3% | 644 | +678 | 8.11% | Q1 2026 | Apr 20, 2026 |
| Ruedi Wealth Management, Inc. | History | Reduced | 9,056 | 352 | 0.09% | 0.1% | 645 | -532 | -5.55% | Q1 2026 | May 01, 2026 |
| Millington Financial Advisors, LLC | History | No change | 8,611 | 349 | 0.15% | 0.16% | 646 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| marrick wealth, LLC | History | No change | 8,934 | 348 | 0.29% | 0.28% | 647 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Abacus Wealth Partners, LLC | History | New | 8,919 | 347 | 0.03% | — | 648 | +8,919 | New | Q1 2026 | Apr 24, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 8,732 | 340 | 0.0% | 0.0% | 649 | -180 | -2.02% | Q1 2026 | Apr 22, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 8,684 | 338 | 0.06% | 0.06% | 650 | -126 | -1.43% | Q1 2026 | May 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 8,684 | 338 | 0.02% | 0.02% | 651 | -126 | -1.43% | Q1 2026 | Apr 16, 2026 |
| Archer Investment Management, LLC | History | Reduced | 8,566 | 333 | 0.14% | 0.27% | 652 | -4,616 | -35.02% | Q1 2026 | Apr 08, 2026 |
| Park Edge Advisors, LLC | History | New | 8,283 | 322 | 0.07% | — | 655 | +8,283 | New | Q1 2026 | Apr 20, 2026 |
| Beacon Financial Strategies CORP | History | Added to | 8,289 | 322 | 0.18% | 0.18% | 654 | +1 | 0.01% | Q1 2026 | Apr 08, 2026 |
| TABLEAUX LLC | History | No change | 8,284 | 322 | 0.16% | 0.22% | 653 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 8,102 | 320 | 0.07% | 0.02% | 656 | +6,355 | 363.77% | Q1 2026 | May 11, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 8,188 | 319 | 0.11% | 0.11% | 657 | +21 | 0.26% | Q1 2026 | Apr 14, 2026 |
| Partners in Financial Planning | History | New | 8,100 | 315 | 0.05% | — | 659 | +8,100 | New | Q1 2026 | May 11, 2026 |
| Helium Advisors LLC | History | New | 8,100 | 315 | 0.3% | — | 660 | +8,100 | New | Q1 2026 | May 05, 2026 |
| Smithfield Trust Co | History | No change | 8,100 | 315 | 0.01% | 0.01% | 658 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Echo Wealth Management, LLC | History | New | 8,043 | 313 | 0.18% | — | 661 | +8,043 | New | Q1 2026 | Apr 21, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 7,968 | 310 | 0.1% | 0.09% | 662 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 7,926 | 308 | 0.01% | 0.01% | 663 | -278 | -3.39% | Q1 2026 | May 07, 2026 |
| Financial Harvest, LLC | History | Added to | 7,911 | 308 | 0.18% | 0.19% | 664 | +2 | 0.03% | Q1 2026 | May 05, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 7,863 | 306 | 0.06% | 0.07% | 665 | +195 | 2.54% | Q1 2026 | May 15, 2026 |
| Opus Financial Solutions LLC | History | Added to | 7,844 | 305 | 0.29% | 0.22% | 667 | +1,805 | 29.89% | Q1 2026 | May 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 7,846 | 305 | 0.0% | 0.0% | 666 | +96 | 1.24% | Q1 2026 | May 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 7,807 | 304 | 0.0% | 0.01% | 668 | -5,132 | -39.66% | Q1 2026 | May 05, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 7,816 | 304 | 0.06% | 0.06% | 669 | +477 | 6.5% | Q1 2026 | Apr 10, 2026 |
| HRT FINANCIAL LP | History | New | 7,756 | 302 | 0.0% | — | 670 | +7,756 | New | Q1 2026 | May 14, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 7,693 | 299 | 0.04% | 0.04% | 671 | +233 | 3.12% | Q1 2026 | May 11, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 7,626 | 297 | 0.16% | 0.17% | 672 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 7,569 | 294 | 0.01% | 0.01% | 673 | -4,751 | -38.56% | Q1 2026 | Apr 20, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 7,569 | 294 | 0.08% | 0.09% | 674 | -1,088 | -12.57% | Q1 2026 | Apr 22, 2026 |
| HBE Wealth Management, LLC | History | New | 7,518 | 292 | 0.25% | — | 675 | +7,518 | New | Q1 2026 | Apr 28, 2026 |
| NWAM LLC | History | New | 7,457 | 290 | 0.02% | — | 676 | +7,457 | New | Q1 2026 | May 04, 2026 |
| Balance Wealth, LLC | History | Reduced | 7,422 | 289 | 0.09% | 0.1% | 677 | -598 | -7.46% | Q1 2026 | Apr 20, 2026 |
| MAYPORT, LLC | History | New | 7,385 | 287 | 0.05% | — | 678 | +7,385 | New | Q1 2026 | Apr 21, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 7,339 | 285 | 0.13% | 0.13% | 679 | +3 | 0.04% | Q1 2026 | May 15, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 7,303 | 284 | 0.04% | 0.04% | 681 | +7 | 0.1% | Q1 2026 | Apr 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 7,314 | 284 | 0.0% | 0.0% | 680 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Platt Wealth Management LLC | History | Added to | 7,279 | 283 | 0.28% | 0.27% | 682 | +1 | 0.01% | Q1 2026 | May 01, 2026 |
| Forefront Wealth Partners, LLC | History | New | 7,261 | 282 | 0.12% | — | 684 | +7,261 | New | Q1 2026 | Apr 17, 2026 |
| Orcam Financial Group | History | No change | 7,262 | 282 | 0.2% | 0.21% | 683 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KM Capital Management Ltd. | History | Reduced | 6,747 | 280 | 0.19% | 0.17% | 687 | -2,209 | -24.67% | Q1 2026 | May 15, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 6,901 | 280 | 0.09% | 0.07% | 685 | +1,230 | 21.69% | Q1 2026 | Apr 28, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 7,200 | 280 | 0.02% | 0.02% | 686 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | No change | 7,205 | 280 | 0.19% | 0.18% | 688 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 7,159 | 278 | 0.01% | 0.01% | 689 | -385 | -5.1% | Q1 2026 | May 14, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 7,130 | 277 | 0.16% | 0.18% | 690 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Smith & Howard Wealth Management, LLC | History | New | 7,101 | 276 | 0.06% | — | 692 | +7,101 | New | Q1 2026 | Apr 27, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 7,098 | 276 | 0.12% | 0.12% | 691 | +19 | 0.27% | Q1 2026 | May 15, 2026 |
| JM2 Capital Inc. | History | Added to | 7,080 | 275 | 0.23% | 0.21% | 693 | +78 | 1.11% | Q1 2026 | Apr 27, 2026 |
| Accretive Wealth Partners, LLC | History | New | 6,992 | 272 | 0.08% | — | 695 | +6,992 | New | Q1 2026 | Apr 22, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 7,000 | 272 | 0.0% | 0.0% | 694 | -2,092 | -23.01% | Q1 2026 | May 05, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | New | 6,938 | 270 | 0.18% | — | 696 | +6,938 | New | Q1 2026 | May 14, 2026 |
| WorthPointe, LLC | History | Reduced | 6,881 | 268 | 0.07% | 0.07% | 697 | -60 | -0.86% | Q1 2026 | May 12, 2026 |
| ASPIRIANT, LLC | History | New | 6,863 | 267 | 0.01% | — | 698 | +6,863 | New | Q1 2026 | May 12, 2026 |
| Belleair Asset Management, LLC | History | New | 6,843 | 266 | 0.24% | — | 699 | +6,843 | New | Q1 2026 | Apr 15, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 6,788 | 264 | 0.02% | 0.02% | 700 | -4,898 | -41.91% | Q1 2026 | May 21, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 6,793 | 264 | 0.14% | 0.13% | 701 | +256 | 3.92% | Q1 2026 | May 14, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | New | 6,655 | 259 | 0.03% | — | 703 | +6,655 | New | Q1 2026 | Apr 15, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Reduced | 6,672 | 259 | 0.27% | 0.29% | 702 | -35 | -0.52% | Q1 2026 | May 04, 2026 |
| Freedom Financial Partners LLC | History | Reduced | 6,616 | 257 | 0.09% | 0.09% | 705 | -155 | -2.29% | Q1 2026 | Apr 16, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 6,603 | 257 | 0.01% | 0.01% | 704 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Optivise Advisory Services LLC | History | No change | 6,572 | 256 | 0.15% | 0.14% | 706 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| JMG Financial Group, Ltd. | History | New | 6,479 | 252 | 0.01% | — | 707 | +6,479 | New | Q1 2026 | May 07, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 6,403 | 249 | 0.03% | 0.03% | 708 | -158 | -2.41% | Q1 2026 | Apr 17, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | New | 6,367 | 248 | 0.11% | — | 709 | +6,367 | New | Q1 2026 | Apr 24, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | New | 6,353 | 247 | 0.04% | — | 710 | +6,353 | New | Q1 2026 | Apr 24, 2026 |
| Balboa Wealth Partners | History | New | 6,255 | 243 | 0.04% | — | 711 | +6,255 | New | Q1 2026 | Apr 16, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 6,217 | 242 | 0.04% | 0.07% | 712 | -6,129 | -49.64% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 6,180 | 240 | 0.0% | 0.0% | 713 | -6,894 | -52.73% | Q1 2026 | May 15, 2026 |
| Advyzon Investment Management, LLC | History | New | 6,182 | 240 | 0.02% | — | 715 | +6,182 | New | Q1 2026 | May 12, 2026 |
| OMNI 360 Wealth, Inc. | History | No change | 6,175 | 240 | 0.12% | 0.12% | 714 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 6,147 | 239 | 0.1% | 0.15% | 716 | -3,499 | -36.27% | Q1 2026 | May 15, 2026 |
| HBK Sorce Advisory LLC | History | New | 5,705 | 237 | 0.0% | — | 718 | +5,705 | New | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,294 | 237 | 0.0% | 0.0% | 717 | +5,454 | 649.29% | Q1 2026 | May 15, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | New | 6,010 | 234 | 0.02% | — | 719 | +6,010 | New | Q1 2026 | May 06, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 5,997 | 233 | 0.03% | 0.03% | 720 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sepio Capital, LP | History | No change | 5,976 | 232 | 0.01% | 0.01% | 721 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 5,929 | 230 | 0.01% | 0.01% | 722 | +523 | 9.67% | Q1 2026 | Apr 07, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | New | 5,815 | 226 | 0.0% | — | 723 | +5,815 | New | Q1 2026 | May 04, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 5,770 | 224 | 0.05% | 0.07% | 725 | -1,495 | -20.58% | Q1 2026 | Apr 17, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 5,754 | 224 | 0.14% | 0.16% | 726 | -944 | -14.09% | Q1 2026 | Apr 22, 2026 |
| BSW Wealth Partners | History | No change | 5,774 | 224 | 0.03% | 0.03% | 724 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Visionary Wealth Advisors | History | New | 5,738 | 223 | 0.01% | — | 728 | +5,738 | New | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 5,730 | 223 | 0.01% | 0.0% | 727 | +2,376 | 70.84% | Q1 2026 | Apr 29, 2026 |
| Chevy Chase Trust Holdings, LLC | History | New | 5,701 | 222 | 0.0% | — | 729 | +5,701 | New | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 5,656 | 220 | 0.01% | 0.01% | 730 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bannerstone Capital Management, LLC | History | New | 5,629 | 219 | 0.2% | — | 733 | +5,629 | New | Q1 2026 | May 11, 2026 |
| Fisher Asset Management, LLC | History | New | 5,624 | 219 | 0.0% | — | 732 | +5,624 | New | Q1 2026 | May 05, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 5,632 | 219 | 0.12% | 0.1% | 731 | +1,123 | 24.91% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | No change | 5,560 | 216 | 0.01% | 0.01% | 734 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ascent Group, LLC | History | No change | 5,503 | 214 | 0.01% | 0.01% | 735 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | New | 5,289 | 206 | 0.0% | — | 736 | +5,289 | New | Q1 2026 | May 12, 2026 |
| Prosperitas Financial LLC | History | New | 5,217 | 203 | 0.08% | — | 737 | +5,217 | New | Q1 2026 | May 15, 2026 |
| Valeo Financial Advisors, LLC | History | New | 5,186 | 202 | 0.0% | — | 738 | +5,186 | New | Q1 2026 | May 08, 2026 |
| Fairscale Capital, LLC | History | Added to | 4,974 | 193 | 0.13% | 0.12% | 739 | +25 | 0.51% | Q1 2026 | May 11, 2026 |
| Acropolis Investment Management, LLC | History | New | 4,582 | 178 | 0.01% | — | 740 | +4,582 | New | Q1 2026 | Apr 09, 2026 |
| SITTNER & NELSON, LLC | History | No change | 4,409 | 171 | 0.06% | 0.06% | 741 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 4,126 | 160 | 0.0% | 0.0% | 742 | -1,458 | -26.11% | Q1 2026 | May 08, 2026 |
| IFG Advisory, LLC | History | Reduced | 4,063 | 158 | 0.45% | 0.06% | 743 | -30,918 | -88.39% | Q1 2026 | May 12, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 3,903 | 152 | 0.12% | — | 744 | +3,903 | New | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 3,887 | 151 | 0.01% | 0.01% | 745 | -64 | -1.62% | Q1 2026 | Apr 14, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 3,381 | 128 | 0.09% | 0.09% | 746 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Claris Financial LLC | History | New | 3,092 | 120 | 0.07% | — | 747 | +3,092 | New | Q1 2026 | May 18, 2026 |
| Colonial Trust Co / SC | History | No change | 2,859 | 111 | 0.02% | 0.01% | 748 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 2,921 | 110 | 0.0% | — | 749 | +2,921 | New | Q1 2026 | May 12, 2026 |
| VANGUARD ADVISERS INC | History | New | 2,690 | 104 | 0.0% | — | 750 | +2,690 | New | Q1 2026 | May 08, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 2,583 | 100 | 0.05% | 0.02% | 751 | +1,463 | 130.63% | Q1 2026 | Apr 22, 2026 |
| Orion Capital Management LLC | History | No change | 2,526 | 98 | 0.03% | 0.03% | 752 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 2,430 | 94 | 0.02% | 0.02% | 753 | +6 | 0.25% | Q1 2026 | Apr 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,314 | 90 | 0.0% | 0.0% | 754 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Planning Project LLC | History | No change | 2,072 | 78 | 0.02% | 0.02% | 755 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,919 | 74 | 0.0% | 0.0% | 756 | -414 | -17.75% | Q1 2026 | May 14, 2026 |
| Fortitude Family Office, LLC | History | Added to | 1,921 | 74 | 0.02% | 0.02% | 758 | +104 | 5.72% | Q1 2026 | Apr 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,900 | 74 | 0.0% | 0.0% | 757 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Synergy Investment Management, LLC | History | New | 1,864 | 72 | 0.02% | — | 759 | +1,864 | New | Q1 2026 | May 14, 2026 |
| Abound Wealth Management | History | New | 1,832 | 71 | 0.02% | — | 760 | +1,832 | New | Q1 2026 | Apr 10, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 1,759 | 68 | 0.06% | 0.03% | 761 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | New | 1,629 | 63 | 0.03% | — | 762 | +1,629 | New | Q1 2026 | Apr 15, 2026 |
| UMB Bank, n.a. | History | No change | 1,590 | 61 | 0.0% | 0.0% | 763 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 1,553 | 60 | 0.01% | 0.01% | 764 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,525 | 59 | 0.0% | 0.0% | 765 | +4 | 0.26% | Q1 2026 | May 13, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,204 | 46 | 0.0% | 0.0% | 766 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fort Vancouver Investment Management, LLC | History | Reduced | 1,156 | 45 | 0.02% | 0.02% | 767 | -24 | -2.03% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,120 | 43 | 0.0% | 0.0% | 768 | -6,919 | -86.07% | Q1 2026 | May 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 980 | 38 | 0.0% | 0.01% | 769 | -1,342 | -57.8% | Q1 2026 | Apr 16, 2026 |
| Family Manage LLC | History | New | 960 | 37 | 0.0% | — | 770 | +960 | New | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Reduced | 931 | 36 | 0.01% | 0.01% | 771 | -864 | -48.13% | Q1 2026 | May 13, 2026 |
| Coston, McIsaac & Partners | History | Added to | 938 | 36 | 0.01% | 0.0% | 772 | +719 | 328.31% | Q1 2026 | Apr 22, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 846 | 32 | 0.01% | 0.01% | 773 | +2 | 0.24% | Q1 2026 | Apr 17, 2026 |
| Wellington Grp LLC | History | No change | 841 | 32 | 0.01% | 0.01% | 774 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| RHL GROUP, LLC | History | Reduced | 741 | 28 | 0.02% | 0.02% | 775 | -38 | -4.88% | Q1 2026 | May 13, 2026 |
| Benson Wealth Management INC | History | No change | 730 | 28 | 0.04% | 0.03% | 776 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 700 | 27 | 0.01% | 0.02% | 777 | -30 | -4.11% | Q1 2026 | May 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 681 | 26 | 0.02% | 0.02% | 778 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HOWE & RUSLING INC | History | No change | 598 | 23 | 0.0% | 0.0% | 779 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 516 | 20 | 0.0% | — | 780 | +516 | New | Q1 2026 | Apr 27, 2026 |
| SJS Investment Consulting Inc. | History | No change | 467 | 18 | 0.0% | 0.0% | 781 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 452 | 17 | 0.01% | 0.02% | 782 | -1,000 | -68.87% | Q1 2026 | Apr 23, 2026 |
| Dunhill Financial, LLC | History | No change | 430 | 16 | 0.0% | 0.0% | 783 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Anfield Capital Management, LLC | History | No change | 410 | 15 | 0.0% | 0.0% | 784 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Biltmore Family Office, LLC | History | No change | 340 | 13 | 0.0% | 0.0% | 785 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 348 | 13 | 0.0% | 0.0% | 786 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 311 | 12 | 0.0% | 0.0% | 788 | +181 | 139.23% | Q1 2026 | May 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 326 | 12 | 0.0% | 0.0% | 787 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Johnson Financial Group, Inc. | History | New | 306 | 11 | 0.0% | — | 789 | +306 | New | Q1 2026 | May 07, 2026 |
| Quent Capital, LLC | History | Added to | 257 | 10 | 0.0% | 0.0% | 790 | +11 | 4.47% | Q1 2026 | Apr 28, 2026 |
| N.E.W. Advisory Services LLC | History | New | 247 | 9 | 0.0% | — | 791 | +247 | New | Q1 2026 | May 04, 2026 |
| Western Wealth Management, LLC | History | New | 222 | 8 | 0.0% | — | 792 | +222 | New | Q1 2026 | May 19, 2026 |
| Motiv8 Investments LLC | History | No change | 178 | 7 | 0.0% | 0.0% | 793 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 150 | 5 | 0.0% | 0.0% | 794 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Creative Capital Management Investments LLC | History | No change | 146 | 5 | 0.0% | 0.0% | 795 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CX Institutional | History | Reduced | 70 | 3 | 0.0% | 0.0% | 798 | -1,452 | -95.4% | Q1 2026 | Apr 06, 2026 |
| Nemes Rush Group LLC | History | New | 91 | 3 | 0.0% | — | 799 | +91 | New | Q1 2026 | Apr 21, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 96 | 3 | 0.0% | 0.0% | 796 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MCF Advisors LLC | History | No change | 85 | 3 | 0.0% | 0.0% | 797 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 52 | 2 | 0.0% | 0.0% | 800 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 33 | 1 | 0.0% | — | 802 | +33 | New | Q1 2026 | May 07, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 801 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.02% | — | -271,767 | -100.0% | Q1 2026 | May 01, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -240,475 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 6.68% | — | -233,188 | -100.0% | Q1 2026 | May 11, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.41% | — | -118,931 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -41,908 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -36,589 | -100.0% | Q1 2026 | May 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,858 | -100.0% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -19,600 | -100.0% | Q1 2026 | May 14, 2026 |
| Johnson Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -17,854 | -100.0% | Q1 2026 | May 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.04% | — | -15,027 | -100.0% | Q1 2026 | Apr 20, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -10,680 | -100.0% | Q1 2026 | May 12, 2026 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,472 | -100.0% | Q1 2026 | Apr 17, 2026 |
| CERTUITY, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,177 | -100.0% | Q1 2026 | May 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,520 | -100.0% | Q1 2026 | May 14, 2026 |
| Align Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,172 | -100.0% | Q1 2026 | May 08, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,339 | -100.0% | Q1 2026 | May 06, 2026 |
| Spurstone Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -134 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | May 06, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 13, 2026 |
| JNBA Financial Advisors | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | Apr 27, 2026 |
| West Financial Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |