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 |
| Wealth Dimensions Group, Ltd. | History | Added to | 1,422,691 | 55,428 | 10.9% | 10.37% | 51 | +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% | 52 | +100,801 | 7.64% | Q1 2026 | Apr 08, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 1,393,201 | 54,279 | 4.02% | 4.94% | 53 | -2,617 | -0.19% | Q1 2026 | May 19, 2026 |
| Cerity Partners LLC | History | Added to | 1,275,994 | 49,727 | 0.07% | 0.04% | 54 | +612,746 | 92.39% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,274,663 | 49,660 | 0.77% | 0.01% | 55 | +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% | 56 | +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% | 57 | +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% | 58 | +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% | 59 | +396,424 | 48.75% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Added to | 1,113,561 | 46,457 | 0.69% | 0.15% | 60 | +908,861 | 444.0% | Q1 2026 | Apr 20, 2026 |
| MAI Capital Management | History | Added to | 1,191,936 | 46,437 | 0.26% | 0.23% | 61 | +137,078 | 12.99% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,173,213 | 45,708 | 0.07% | 0.06% | 62 | +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% | 63 | +42,128 | 3.78% | Q1 2026 | Apr 24, 2026 |
| MATHER GROUP, LLC. | History | Added to | 1,154,484 | 44,978 | 0.45% | 0.42% | 64 | +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% | 65 | -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% | 66 | +241,446 | 27.99% | Q1 2026 | May 15, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 1,089,689 | 42,454 | 8.65% | 8.17% | 67 | -92,298 | -7.81% | Q1 2026 | Apr 08, 2026 |
| HighPoint Advisor Group LLC | History | New | 1,044,576 | 40,696 | 1.71% | — | 68 | +1,044,576 | New | Q1 2026 | May 14, 2026 |
| Arista Wealth Management, LLC | History | Reduced | 1,044,052 | 40,676 | 4.95% | 5.09% | 69 | -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% | 70 | +3 | 0.0% | Q1 2026 | May 04, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 1,031,892 | 40,202 | 3.42% | 3.0% | 71 | +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% | 72 | +861 | 0.09% | Q1 2026 | Apr 20, 2026 |
| Chico Wealth RIA | History | Added to | 1,001,616 | 39,022 | 23.84% | 24.14% | 73 | +29,440 | 3.03% | Q1 2026 | May 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 999,431 | 38,937 | 0.71% | 0.65% | 74 | +44,120 | 4.62% | Q1 2026 | Apr 10, 2026 |
| Baird Financial Group, Inc. | History | Added to | 970,233 | 37,800 | 0.06% | 0.05% | 75 | +178,601 | 22.56% | Q1 2026 | May 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 968,520 | 37,733 | 2.52% | 3.09% | 76 | +77,592 | 8.71% | Q1 2026 | May 07, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 975,380 | 36,908 | 1.33% | 1.3% | 77 | +80,652 | 9.01% | Q1 2026 | May 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 957,467 | 36,489 | 1.77% | 1.72% | 78 | -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% | 79 | +31,914 | 3.54% | Q1 2026 | Apr 22, 2026 |
| Annandale Capital, LLC | History | Reduced | 917,085 | 35,730 | 5.04% | 4.31% | 80 | -36,599 | -3.84% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 916,983 | 35,725 | 0.73% | 0.67% | 81 | +38,136 | 4.34% | Q1 2026 | May 15, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 887,494 | 34,576 | 7.13% | 6.73% | 82 | +83,193 | 10.34% | Q1 2026 | May 12, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 860,187 | 33,512 | 1.26% | 1.19% | 83 | -82,150 | -8.72% | Q1 2026 | Apr 21, 2026 |
| Consilium Wealth Advisory, LLC | History | Added to | 858,597 | 33,450 | 11.41% | 9.0% | 84 | +218,406 | 34.12% | Q1 2026 | Apr 20, 2026 |
| LRI Investments, LLC | History | Reduced | 844,333 | 32,895 | 2.91% | 2.63% | 85 | -11,014 | -1.29% | Q1 2026 | Apr 30, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 841,797 | 32,796 | 9.03% | 9.13% | 86 | -16,912 | -1.97% | Q1 2026 | Apr 14, 2026 |
| Financial Alternatives, Inc | History | Added to | 829,923 | 32,333 | 17.43% | 11.04% | 87 | +331,754 | 66.59% | Q1 2026 | May 01, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 825,547 | 32,163 | 9.16% | 1.28% | 88 | +705,264 | 586.34% | Q1 2026 | Apr 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 824,320 | 32,115 | 0.09% | 0.08% | 89 | -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% | 90 | +12,443 | 1.56% | Q1 2026 | Apr 22, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 793,779 | 30,925 | 0.24% | 0.21% | 91 | +9,134 | 1.16% | Q1 2026 | May 11, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 790,903 | 30,813 | 12.49% | 12.9% | 92 | +21,095 | 2.74% | Q1 2026 | Apr 30, 2026 |
| Joseph Group Capital Management | History | Added to | 786,242 | 30,631 | 7.65% | 7.77% | 93 | +10,007 | 1.29% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 778,415 | 30,327 | 0.12% | 0.11% | 94 | +64,979 | 9.11% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Added to | 766,554 | 29,864 | 0.48% | 0.44% | 95 | +51,086 | 7.14% | Q1 2026 | Apr 27, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 763,480 | 29,745 | 4.14% | 4.03% | 96 | +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% | 97 | +32,541 | 4.48% | Q1 2026 | Apr 27, 2026 |
| Betterment LLC | History | Reduced | 757,158 | 29,499 | 0.06% | 0.06% | 98 | -54,498 | -6.71% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 755,946 | 29,451 | 0.12% | 0.11% | 99 | +3,735 | 0.5% | Q1 2026 | May 11, 2026 |
| Kure Advisory, LLC | History | Added to | 724,813 | 28,238 | 15.38% | 15.19% | 100 | +12,156 | 1.71% | Q1 2026 | Apr 16, 2026 |
| Curated Wealth Partners LLC | History | Added to | 703,869 | 27,422 | 3.46% | 2.72% | 101 | +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% | 102 | +22,454 | 3.3% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 697,006 | 27,155 | 0.02% | 0.02% | 103 | -4,789 | -0.68% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 694,340 | 27,051 | 0.15% | 0.15% | 104 | +20,201 | 3.0% | Q1 2026 | May 13, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 687,837 | 26,798 | 3.55% | 3.95% | 105 | -45,242 | -6.17% | Q1 2026 | Apr 13, 2026 |
| DecisionPoint Financial, LLC | History | Reduced | 682,588 | 26,593 | 5.73% | 5.74% | 106 | -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% | 107 | +41,305 | 6.97% | Q1 2026 | May 04, 2026 |
| Evanson Asset Management, LLC | History | Added to | 652,779 | 25,432 | 1.37% | 1.24% | 108 | +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% | 109 | +62,403 | 10.85% | Q1 2026 | May 13, 2026 |
| Fonville Wealth Management LLC | History | Added to | 634,026 | 24,701 | 4.7% | 4.45% | 110 | +62,415 | 10.92% | Q1 2026 | Apr 20, 2026 |
| Plancorp, LLC | History | Added to | 601,944 | 24,649 | 0.7% | 0.69% | 111 | +651 | 0.11% | Q1 2026 | Apr 14, 2026 |
| BROGAN FINANCIAL, INC. | History | Reduced | 627,929 | 24,464 | 10.76% | 10.54% | 112 | -4,668 | -0.74% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 625,970 | 24,387 | 0.09% | 0.09% | 113 | +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% | 114 | +15,810 | 2.6% | Q1 2026 | May 06, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 692,162 | 23,716 | 1.1% | 0.15% | 115 | -375,618 | -35.18% | Q1 2026 | May 15, 2026 |
| Stonehearth Capital Management, LLC | History | Reduced | 606,116 | 23,614 | 9.35% | 10.07% | 116 | -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% | 117 | +196,017 | 47.86% | Q1 2026 | May 14, 2026 |
| TCP Asset Management, LLC | History | Reduced | 601,028 | 23,416 | 3.01% | 3.92% | 118 | -9,765 | -1.6% | Q1 2026 | Apr 10, 2026 |
| Advisory Alpha, LLC | History | Reduced | 595,320 | 23,193 | 0.63% | 0.69% | 119 | -72,702 | -10.88% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 592,898 | 23,099 | 0.14% | 0.14% | 120 | -25,871 | -4.18% | Q1 2026 | May 05, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 575,549 | 22,762 | 5.17% | 5.25% | 121 | -339,271 | -37.09% | Q1 2026 | Apr 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 579,446 | 22,575 | 0.02% | 0.02% | 122 | +98,556 | 20.49% | Q1 2026 | May 12, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 578,268 | 22,529 | 10.79% | 11.18% | 123 | -864 | -0.15% | Q1 2026 | Apr 09, 2026 |
| Spectrum Investment Advisors, Inc. | History | Added to | 574,320 | 22,375 | 11.12% | 10.62% | 124 | +18,092 | 3.25% | Q1 2026 | Apr 14, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 563,983 | 21,972 | 5.81% | 5.68% | 125 | -4,984 | -0.88% | Q1 2026 | Apr 27, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 558,710 | 21,767 | 1.97% | 1.94% | 126 | -2,378 | -0.42% | Q1 2026 | May 12, 2026 |
| BWM Planning, LLC | History | Reduced | 557,089 | 21,704 | 5.72% | 6.27% | 127 | -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% | 128 | +53,873 | 10.87% | Q1 2026 | Apr 30, 2026 |
| Berger Financial Group, Inc | History | Reduced | 548,519 | 21,370 | 1.2% | 1.43% | 129 | -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% | 130 | +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% | 131 | +27,638 | 5.51% | Q1 2026 | May 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 513,255 | 19,996 | 0.63% | 0.62% | 132 | +9,853 | 1.96% | Q1 2026 | Apr 08, 2026 |
| Essential Planning, LLC. | History | Reduced | 503,270 | 19,607 | 6.23% | 6.21% | 133 | -7,617 | -1.49% | Q1 2026 | Apr 22, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 501,887 | 19,553 | 6.54% | 5.3% | 134 | +131,302 | 35.43% | Q1 2026 | May 13, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Reduced | 486,608 | 18,958 | 4.11% | 4.08% | 135 | -9,271 | -1.87% | Q1 2026 | Apr 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 470,710 | 18,880 | 0.34% | 0.83% | 136 | +18,140 | 4.01% | Q1 2026 | May 01, 2026 |
| Wealthquest Corp | History | No change | 479,202 | 18,262 | 1.38% | 1.38% | 137 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CPA Asset Management Group, LLC | History | Added to | 450,695 | 17,559 | 5.89% | 5.77% | 138 | +19,038 | 4.41% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 450,308 | 17,543 | 0.13% | 0.06% | 139 | +271,708 | 152.13% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 443,559 | 17,281 | 0.03% | 0.03% | 140 | -388 | -0.09% | Q1 2026 | May 14, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 441,873 | 17,215 | 9.91% | 9.99% | 141 | -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% | 142 | +37,292 | 9.26% | Q1 2026 | Apr 23, 2026 |
| Advantage Trust Co | History | Reduced | 437,222 | 17,034 | 7.63% | 7.62% | 143 | -6,419 | -1.45% | Q1 2026 | May 05, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 436,189 | 16,993 | 1.88% | 1.57% | 144 | +68,783 | 18.72% | Q1 2026 | May 11, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 434,029 | 16,909 | 6.02% | — | 145 | +434,029 | New | Q1 2026 | May 13, 2026 |
| CURIO WEALTH, LLC | History | Added to | 427,055 | 16,638 | 5.69% | 5.25% | 146 | +40,114 | 10.37% | Q1 2026 | May 11, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 424,617 | 16,543 | 6.17% | 6.08% | 147 | -50 | -0.01% | Q1 2026 | Apr 13, 2026 |
| SouthState Bank Corp | History | Reduced | 418,596 | 16,308 | 0.76% | 0.81% | 148 | -56,557 | -11.9% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 417,974 | 16,284 | 0.02% | 0.02% | 149 | +20,197 | 5.08% | Q1 2026 | Apr 27, 2026 |
| Jacobi Capital Management LLC | History | Added to | 415,965 | 16,206 | 0.91% | 0.79% | 150 | +56,865 | 15.84% | Q1 2026 | May 13, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 414,246 | 16,139 | 1.81% | 1.79% | 151 | -4,594 | -1.1% | Q1 2026 | Apr 08, 2026 |
| Oak Wealth Advisors LLC | History | Added to | 413,013 | 16,090 | 8.84% | 8.93% | 152 | +5,031 | 1.23% | Q1 2026 | Apr 21, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 410,787 | 16,004 | 3.08% | 2.99% | 153 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Note Advisors, LLC | History | Added to | 409,445 | 15,951 | 7.97% | 7.85% | 154 | +21,477 | 5.54% | Q1 2026 | May 15, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 400,792 | 15,614 | 10.06% | 10.52% | 155 | +11,946 | 3.07% | Q1 2026 | Apr 23, 2026 |
| Envision Financial Planning, LLC | History | Added to | 399,338 | 15,558 | 5.63% | 5.71% | 156 | +2,958 | 0.75% | Q1 2026 | May 15, 2026 |
| Sterling Wealth Advisors Inc | History | Reduced | 374,114 | 15,548 | 8.87% | 8.68% | 157 | -3,221 | -0.85% | Q1 2026 | Apr 22, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 397,010 | 15,467 | 4.96% | 5.02% | 158 | +14,987 | 3.92% | Q1 2026 | Apr 15, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 395,583 | 15,411 | 8.34% | 8.28% | 159 | +16,683 | 4.4% | Q1 2026 | May 14, 2026 |
| Archvest Wealth Advisors, Inc. | History | Added to | 389,842 | 15,188 | 9.8% | 9.2% | 160 | +11,714 | 3.1% | Q1 2026 | May 13, 2026 |
| Charter Capital Management, LLC\DE | History | Reduced | 388,335 | 15,129 | 7.58% | 7.68% | 161 | -2,012 | -0.52% | Q1 2026 | Apr 27, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 386,944 | 15,075 | 1.24% | 1.24% | 162 | -4,423 | -1.13% | Q1 2026 | May 06, 2026 |
| tru Independence LLC | History | Reduced | 385,357 | 15,013 | 7.42% | 3.74% | 163 | -3,863 | -0.99% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 384,681 | 14,987 | 0.0% | 0.0% | 164 | +374,238 | 3583.63% | Q1 2026 | May 15, 2026 |
| Graver Capital Management, LLC | History | Added to | 381,037 | 14,845 | 11.28% | 10.97% | 165 | +16,781 | 4.61% | Q1 2026 | Apr 23, 2026 |
| Well Done, LLC | History | Added to | 380,405 | 14,820 | 2.18% | 1.82% | 166 | +60,227 | 18.81% | Q1 2026 | Apr 14, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 374,090 | 14,574 | 1.38% | 1.13% | 167 | +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% | 168 | +5,757 | 1.57% | Q1 2026 | May 08, 2026 |
| Mendota Financial Group, LLC | History | Reduced | 370,852 | 14,448 | 10.7% | 10.32% | 169 | -1,241 | -0.33% | Q1 2026 | Apr 16, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 370,511 | 14,435 | 1.87% | 1.4% | 170 | +104,850 | 39.47% | Q1 2026 | Apr 15, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 369,287 | 14,387 | 4.42% | 4.29% | 171 | +10,666 | 2.97% | Q1 2026 | May 06, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 368,908 | 14,376 | 1.8% | 1.94% | 172 | -25,799 | -6.54% | Q1 2026 | May 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 357,073 | 13,911 | 0.18% | 0.19% | 173 | -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% | 174 | -34,956 | -8.92% | Q1 2026 | Apr 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 354,819 | 13,823 | 0.15% | 0.14% | 175 | +34,514 | 10.78% | Q1 2026 | Apr 20, 2026 |
| Modera Wealth Management, LLC | History | Added to | 354,738 | 13,820 | 0.17% | 0.16% | 176 | +1,231 | 0.35% | Q1 2026 | May 06, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 353,457 | 13,770 | 0.43% | 0.44% | 177 | -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% | 178 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| D.B. Root & Company, LLC | History | Added to | 352,526 | 13,734 | 3.28% | 2.64% | 179 | +68,896 | 24.29% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Added to | 359,028 | 13,690 | 0.09% | 0.08% | 180 | +37,462 | 11.65% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | Added to | 351,192 | 13,682 | 1.44% | 1.45% | 181 | +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% | 182 | +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% | 183 | +4,546 | 1.33% | Q1 2026 | May 15, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 341,423 | 13,301 | 5.22% | 4.72% | 184 | +36,547 | 11.99% | Q1 2026 | Apr 17, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 335,049 | 13,053 | 0.96% | 0.85% | 185 | +32,773 | 10.84% | Q1 2026 | Apr 15, 2026 |
| My Personal CFO, LLC | History | Added to | 332,646 | 12,959 | 5.67% | 3.78% | 186 | +95,184 | 40.08% | Q1 2026 | Apr 21, 2026 |
| Guardian Wealth Management, LLC | History | Added to | 331,672 | 12,921 | 3.92% | 3.97% | 187 | +2,656 | 0.81% | Q1 2026 | Apr 23, 2026 |
| Fermata Advisors, LLC | History | Reduced | 327,315 | 12,752 | 2.87% | 3.18% | 188 | -20,506 | -5.9% | Q1 2026 | Apr 08, 2026 |
| Larson Financial Group LLC | History | Reduced | 321,952 | 12,543 | 0.4% | 0.45% | 189 | -32,311 | -9.12% | Q1 2026 | May 15, 2026 |
| GK Wealth Management LLC | History | New | 331,117 | 12,529 | 10.9% | — | 191 | +331,117 | New | Q1 2026 | Apr 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | Added to | 331,117 | 12,529 | 10.9% | 9.18% | 190 | +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% | 192 | +156,439 | 99.72% | Q1 2026 | Apr 22, 2026 |
| Thayer Financial, L.L.C. | History | Reduced | 312,670 | 12,181 | 12.43% | 12.6% | 193 | -271 | -0.09% | Q1 2026 | Apr 13, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 308,575 | 12,022 | 0.99% | 0.97% | 194 | +18,613 | 6.42% | Q1 2026 | May 05, 2026 |
| Forza Wealth Management, LLC | History | Added to | 307,579 | 11,983 | 4.17% | 4.01% | 195 | +16,230 | 5.57% | Q1 2026 | Apr 30, 2026 |
| American Capital Advisory, LLC | History | Added to | 306,109 | 11,925 | 4.81% | 4.7% | 196 | +21,380 | 7.51% | Q1 2026 | Apr 29, 2026 |
| GEM Asset Management, LLC | History | Added to | 301,697 | 11,754 | 5.19% | 5.08% | 197 | +8,138 | 2.77% | Q1 2026 | Apr 10, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 296,202 | 11,540 | 3.45% | 3.42% | 198 | +1,737 | 0.59% | Q1 2026 | Apr 10, 2026 |
| Beckerman Institutional, LLC | History | Added to | 294,471 | 11,472 | 6.09% | 5.84% | 199 | +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% | 200 | +75,877 | 38.37% | Q1 2026 | Apr 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 287,159 | 11,354 | 0.11% | 0.09% | 201 | +60,975 | 26.96% | Q1 2026 | Apr 07, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 291,001 | 11,337 | 5.08% | 5.62% | 202 | -14,371 | -4.71% | Q1 2026 | May 14, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 289,049 | 11,261 | 5.42% | 5.2% | 203 | +11,371 | 4.1% | Q1 2026 | May 08, 2026 |
| Trailhead Planners LLC | History | Added to | 288,436 | 11,237 | 10.78% | 10.75% | 204 | +1,327 | 0.46% | Q1 2026 | May 06, 2026 |
| Fort Henry Capital, LLC | History | Reduced | 287,617 | 11,205 | 6.78% | 6.84% | 205 | -5,392 | -1.84% | Q1 2026 | Apr 20, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Reduced | 285,120 | 11,108 | 6.25% | 6.27% | 206 | -503 | -0.18% | Q1 2026 | Apr 13, 2026 |
| Two West Capital Advisors LLC | History | Added to | 275,554 | 11,052 | 5.86% | 6.09% | 207 | +394 | 0.14% | Q1 2026 | May 04, 2026 |
| Ancora Advisors LLC | History | Added to | 282,423 | 11,003 | 0.23% | 0.13% | 208 | +114,546 | 68.23% | Q1 2026 | May 15, 2026 |
| Argo Wealth Advisory, LLC | History | Added to | 282,135 | 10,991 | 6.45% | 6.28% | 209 | +6,435 | 2.33% | Q1 2026 | Apr 21, 2026 |
| Coyle Financial Counsel LLC | History | Added to | 279,126 | 10,874 | 2.3% | 1.98% | 210 | +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% | 211 | -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% | 212 | +47,746 | 20.88% | Q1 2026 | May 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 271,944 | 10,594 | 1.59% | 1.59% | 213 | +6,757 | 2.55% | Q1 2026 | Apr 14, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 275,475 | 10,498 | 3.16% | 3.16% | 214 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Great Diamond Partners, LLC | History | New | 267,142 | 10,407 | 2.0% | — | 215 | +267,142 | New | Q1 2026 | May 12, 2026 |
| Platform Wealth Management, LLC | History | No change | 272,128 | 10,370 | 2.76% | 2.76% | 216 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| SIMA Wealth Partners, LLC | History | New | 264,719 | 10,313 | 7.85% | — | 217 | +264,719 | New | Q1 2026 | May 15, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 264,019 | 10,286 | 1.89% | 1.62% | 218 | +16,558 | 6.69% | Q1 2026 | May 12, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 263,407 | 10,262 | 4.06% | 4.2% | 219 | -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% | 220 | +1,375 | 0.54% | Q1 2026 | Apr 14, 2026 |
| BROWN ADVISORY INC | History | Added to | 252,412 | 9,833 | 0.02% | 0.01% | 221 | +80,495 | 46.82% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 238,477 | 9,291 | 0.15% | 0.19% | 222 | -16,287 | -6.39% | Q1 2026 | May 18, 2026 |
| Aspen Wealth Management LLC | History | Added to | 236,975 | 9,232 | 1.84% | 1.8% | 223 | +11,646 | 5.17% | Q1 2026 | Apr 01, 2026 |
| Jacobsen Capital Management | History | New | 236,579 | 9,217 | 3.11% | — | 224 | +236,579 | New | Q1 2026 | Apr 24, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 235,127 | 9,160 | 6.75% | 6.68% | 225 | +1,939 | 0.83% | Q1 2026 | May 11, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 229,332 | 8,934 | 4.89% | 4.78% | 226 | +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% | 227 | +8,736 | 3.97% | Q1 2026 | Apr 15, 2026 |
| GeoWealth Management, LLC | History | Added to | 227,495 | 8,863 | 0.32% | 0.3% | 228 | +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% | 229 | +22,267 | 10.86% | Q1 2026 | Apr 23, 2026 |
| HB Wealth Management, LLC | History | Added to | 224,930 | 8,763 | 0.06% | 0.05% | 230 | +13,288 | 6.28% | Q1 2026 | Apr 27, 2026 |
| Edge Financial Advisors LLC | History | No change | 226,035 | 8,611 | 3.62% | 3.62% | 231 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 220,704 | 8,599 | 0.27% | — | 232 | +220,704 | New | Q1 2026 | May 15, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 220,245 | 8,580 | 1.19% | 1.97% | 233 | +29,050 | 15.19% | Q1 2026 | May 12, 2026 |
| Aegis Wealth Management LLC | History | Added to | 220,154 | 8,577 | 4.91% | 4.74% | 234 | +54 | 0.02% | Q1 2026 | Apr 22, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 219,683 | 8,558 | 5.85% | 5.56% | 235 | +10,194 | 4.87% | Q1 2026 | Apr 21, 2026 |
| Security Financial Services, INC. | History | No change | 223,808 | 8,529 | 1.34% | 1.34% | 236 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 218,875 | 8,527 | 3.97% | 4.05% | 237 | +6,275 | 2.95% | Q1 2026 | Apr 09, 2026 |
| Colony Family Offices, LLC | History | Added to | 217,672 | 8,480 | 2.09% | 1.98% | 238 | +9,530 | 4.58% | Q1 2026 | Apr 21, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Added to | 217,634 | 8,479 | 6.78% | 6.32% | 239 | +17,739 | 8.87% | Q1 2026 | May 04, 2026 |
| SB Capital Management Inc | History | No change | 219,857 | 8,378 | 3.07% | 3.07% | 240 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 214,813 | 8,369 | 0.0% | 0.01% | 241 | -1,685,187 | -88.69% | Q1 2026 | May 12, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 214,439 | 8,354 | 5.84% | 0.27% | 242 | +205,035 | 2180.3% | Q1 2026 | May 12, 2026 |
| Prodigy Asset Management LLC | History | Added to | 214,287 | 8,348 | 2.79% | 2.69% | 243 | +13,498 | 6.72% | Q1 2026 | May 04, 2026 |
| Apollon Financial, LLC | History | Added to | 213,110 | 8,302 | 1.15% | 0.91% | 244 | +48,777 | 29.68% | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Reduced | 212,540 | 8,287 | 0.23% | 0.24% | 245 | -256 | -0.12% | Q1 2026 | May 13, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 216,531 | 8,251 | 2.79% | 2.79% | 246 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 214,986 | 8,193 | 7.87% | 7.87% | 247 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| ArborFi Advisors, LLC | History | Added to | 210,019 | 8,182 | 6.68% | 5.88% | 248 | +20,077 | 10.57% | Q1 2026 | Apr 29, 2026 |
| Indivisible Partners | History | Added to | 209,685 | 8,169 | 0.72% | 0.77% | 249 | +24,176 | 13.03% | Q1 2026 | Apr 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 205,490 | 8,005 | 0.0% | 0.0% | 250 | +5,397 | 2.7% | Q1 2026 | May 13, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 202,044 | 7,871 | 0.89% | 0.8% | 251 | +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% | 252 | +38,235 | 23.81% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 197,614 | 7,699 | 0.22% | 0.25% | 253 | -14,883 | -7.0% | Q1 2026 | Apr 09, 2026 |
| BAKER BOYER NATIONAL BANK | History | Reduced | 196,545 | 7,657 | 2.3% | 2.26% | 254 | -105 | -0.05% | Q1 2026 | Apr 27, 2026 |
| JPL Wealth Management, LLC | History | Added to | 190,131 | 7,407 | 1.7% | 1.56% | 255 | +21,908 | 13.02% | Q1 2026 | May 08, 2026 |
| United Advisor Group, LLC | History | Added to | 189,853 | 7,396 | 0.91% | 0.88% | 256 | +4,223 | 2.27% | Q1 2026 | Apr 17, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 187,728 | 7,313 | 0.39% | 0.39% | 257 | +232 | 0.12% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 190,176 | 7,196 | 0.0% | 0.0% | 258 | +110 | 0.06% | Q1 2026 | May 13, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 183,163 | 7,136 | 8.73% | 8.68% | 259 | -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% | 260 | +5,282 | 3.01% | Q1 2026 | Apr 22, 2026 |
| AlTi Global, Inc. | History | Reduced | 178,250 | 6,944 | 0.15% | 0.33% | 261 | -228,936 | -56.22% | Q1 2026 | May 07, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 177,771 | 6,925 | 0.16% | 0.18% | 262 | -12,547 | -6.59% | Q1 2026 | May 15, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 177,647 | 6,921 | 1.33% | 1.32% | 263 | +7,333 | 4.31% | Q1 2026 | Apr 24, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 177,096 | 6,899 | 2.43% | 2.47% | 264 | -1,319 | -0.74% | Q1 2026 | Apr 08, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 175,967 | 6,855 | 0.44% | 0.45% | 265 | -6,209 | -3.41% | Q1 2026 | Apr 17, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 175,940 | 6,854 | 0.03% | 0.03% | 266 | -21,303 | -10.8% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 175,882 | 6,852 | 0.13% | 0.12% | 267 | +11,935 | 7.28% | Q1 2026 | Apr 17, 2026 |
| PLANWISER FINANCIAL, LLC | History | Reduced | 165,418 | 6,836 | 4.95% | 4.91% | 268 | -926 | -0.56% | Q1 2026 | May 12, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 175,137 | 6,823 | 1.6% | 1.53% | 269 | +8,010 | 4.79% | Q1 2026 | May 07, 2026 |
| R. W. Roge & Company, Inc. | History | Reduced | 174,312 | 6,791 | 3.24% | 3.36% | 270 | -3,975 | -2.23% | Q1 2026 | May 01, 2026 |
| Tillman Hartley LLC | History | Added to | 173,095 | 6,743 | 1.69% | 1.47% | 271 | +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% | 272 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 168,266 | 6,555 | 3.93% | 3.84% | 273 | +8,006 | 5.0% | Q1 2026 | Apr 27, 2026 |
| Baring Financial LLC | History | Added to | 167,356 | 6,520 | 3.99% | 3.81% | 274 | +3,213 | 1.96% | Q1 2026 | Apr 06, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 167,242 | 6,515 | 5.23% | 5.4% | 275 | +1,681 | 1.02% | Q1 2026 | May 01, 2026 |
| Lynx Investment Advisory | History | Added to | 166,564 | 6,489 | 3.1% | 3.09% | 276 | +17,843 | 12.0% | Q1 2026 | Apr 24, 2026 |
| Johnson Wealth Management, LLC | History | Reduced | 166,361 | 6,481 | 3.13% | 3.24% | 277 | -4,261 | -2.5% | Q1 2026 | Apr 23, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 164,478 | 6,408 | 1.57% | 0.93% | 278 | +81,200 | 97.5% | Q1 2026 | Apr 13, 2026 |
| Elser Financial Planning, Inc | History | New | 163,876 | 6,395 | 0.31% | — | 280 | +163,876 | New | Q1 2026 | Apr 15, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 156,173 | 6,395 | 0.58% | 0.55% | 279 | +6,902 | 4.62% | Q1 2026 | Apr 29, 2026 |
| North Capital, Inc. | History | Added to | 164,060 | 6,391 | 5.41% | 5.24% | 281 | +4,602 | 2.89% | Q1 2026 | Apr 30, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 161,857 | 6,305 | 1.62% | 0.17% | 282 | +145,503 | 889.71% | Q1 2026 | Apr 27, 2026 |
| First Financial Group Corp | History | Added to | 159,495 | 6,213 | 5.07% | 4.71% | 283 | +14,159 | 9.74% | Q1 2026 | Apr 22, 2026 |
| NewEdge Wealth, LLC | History | Added to | 154,939 | 6,036 | 0.07% | 0.02% | 284 | +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% | 285 | +2,837 | 1.87% | Q1 2026 | Apr 13, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Added to | 153,388 | 5,975 | 5.72% | 5.68% | 286 | +1,890 | 1.25% | Q1 2026 | Apr 21, 2026 |
| Savvy Advisors, Inc. | History | Added to | 149,901 | 5,840 | 0.16% | 0.08% | 287 | +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% | 288 | +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% | 289 | +20,699 | 16.35% | Q1 2026 | Apr 20, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 147,148 | 5,732 | 0.75% | 0.85% | 290 | -25,213 | -14.63% | Q1 2026 | Apr 23, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 145,459 | 5,667 | 5.35% | — | 291 | +145,459 | New | Q1 2026 | May 14, 2026 |
| Dodds Wealth, LLC | History | Reduced | 145,033 | 5,650 | 1.39% | 1.4% | 292 | -4,315 | -2.89% | Q1 2026 | May 08, 2026 |
| COWA, LLC | History | No change | 144,588 | 5,633 | 1.52% | 1.68% | 293 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 143,555 | 5,592 | 0.12% | 0.08% | 294 | +47,992 | 50.22% | Q1 2026 | May 01, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 141,181 | 5,500 | 0.47% | 0.08% | 295 | +117,114 | 486.62% | Q1 2026 | May 07, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 139,255 | 5,425 | 1.14% | 0.99% | 296 | +14,654 | 11.76% | Q1 2026 | Apr 13, 2026 |
| Oceanside Advisors LLC | History | Added to | 139,061 | 5,417 | 3.09% | 3.15% | 297 | +2,626 | 1.92% | Q1 2026 | Apr 28, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 136,404 | 5,314 | 0.28% | 0.26% | 298 | +8,150 | 6.35% | Q1 2026 | Apr 17, 2026 |
| Capstone Wealth Management, Inc. | History | Added to | 133,787 | 5,279 | 4.48% | 4.42% | 299 | +2,453 | 1.87% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 134,276 | 5,231 | 0.08% | — | 300 | +134,276 | New | Q1 2026 | May 15, 2026 |