Dimensional ETF Trust - DFAR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | History | Reduced | 3,575,590 | 89,087 | 0.1% | 0.1% | 1 | -228,027 | -6.0% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,694,868 | 63,733 | 0.07% | 0.06% | 2 | +119,390 | 4.64% | Q1 2026 | May 05, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 2,529,398 | 59,820 | 10.15% | 9.57% | 3 | +153,777 | 6.47% | Q1 2026 | May 01, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 2,200,725 | 52,047 | 0.06% | 0.07% | 4 | -253,975 | -10.35% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 2,117,477 | 50,078 | 2.32% | 2.23% | 5 | +208,208 | 10.91% | Q1 2026 | Apr 24, 2026 |
| Vise Technologies, Inc. | History | No change | 1,696,565 | 38,853 | 0.76% | 0.76% | 6 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 1,444,596 | 34,164 | 3.67% | 3.51% | 7 | +86,016 | 6.33% | Q1 2026 | Apr 14, 2026 |
| RAM Investment Partners, LLC | History | Added to | 1,427,781 | 33,767 | 5.93% | 5.61% | 8 | +72,383 | 5.34% | Q1 2026 | May 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,326,000 | 31,359 | 0.03% | 0.02% | 9 | +633,300 | 91.42% | Q1 2026 | May 15, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 1,055,675 | 25,948 | 6.04% | 5.79% | 10 | +50,120 | 4.98% | Q1 2026 | Apr 10, 2026 |
| Rather & Kittrell, Inc. | History | Reduced | 1,004,907 | 23,766 | 3.67% | 3.72% | 11 | -4,787 | -0.47% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 928,339 | 21,955 | 0.12% | 0.14% | 12 | +75,406 | 8.84% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 712,926 | 16,860 | 0.08% | 0.12% | 13 | -245,861 | -25.64% | Q1 2026 | May 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 706,829 | 16,716 | 0.09% | 0.09% | 14 | +19,342 | 2.81% | Q1 2026 | Apr 30, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 703,935 | 16,648 | 3.28% | 2.95% | 15 | +55,113 | 8.49% | Q1 2026 | May 11, 2026 |
| Burton Enright Welch | History | Added to | 698,117 | 16,510 | 2.24% | 2.18% | 16 | +23,138 | 3.43% | Q1 2026 | May 01, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 694,952 | 16,435 | 1.19% | 1.11% | 17 | -54,805 | -7.31% | Q1 2026 | Apr 16, 2026 |
| United Wealth Management, LLC | History | Added to | 594,705 | 14,064 | 3.5% | 3.1% | 18 | +70,685 | 13.49% | Q1 2026 | May 01, 2026 |
| Fidato Wealth LLC | History | Added to | 532,481 | 12,593 | 8.18% | 7.66% | 19 | +9,064 | 1.73% | Q1 2026 | May 07, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 514,719 | 12,173 | 0.38% | 0.35% | 20 | +25,091 | 5.12% | Q1 2026 | Apr 27, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 509,846 | 12,057 | 0.05% | 0.05% | 21 | -95,227 | -15.74% | Q1 2026 | May 11, 2026 |
| Core Wealth Management, Inc. | History | Added to | 485,351 | 11,478 | 3.52% | 3.41% | 22 | +7,454 | 1.56% | Q1 2026 | Apr 28, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 455,801 | 11,344 | 1.02% | 0.94% | 23 | +27,411 | 6.4% | Q1 2026 | Apr 29, 2026 |
| LRI Investments, LLC | History | Added to | 462,365 | 10,934 | 0.97% | 0.65% | 24 | +109,578 | 31.06% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 458,322 | 10,839 | 0.0% | 0.0% | 25 | +55,096 | 13.66% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 446,859 | 10,568 | 0.11% | — | 26 | +446,859 | New | Q1 2026 | Apr 20, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 431,323 | 10,200 | 5.5% | 4.85% | 27 | +57,931 | 15.51% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 428,799 | 10,141 | 0.1% | 0.03% | 28 | +331,456 | 340.5% | Q1 2026 | May 13, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 428,038 | 10,123 | 1.79% | 1.88% | 29 | +5,391 | 1.28% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Added to | 388,192 | 10,013 | 0.15% | 0.07% | 30 | +226,509 | 140.09% | Q1 2026 | Apr 20, 2026 |
| North Berkeley Wealth Management, LLC | History | Added to | 421,217 | 9,961 | 5.27% | 2.26% | 31 | +253,820 | 151.63% | Q1 2026 | May 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 417,511 | 9,874 | 0.67% | 0.82% | 32 | -104,423 | -20.01% | Q1 2026 | May 14, 2026 |
| Onyx Financial Advisors, LLC | History | Added to | 413,239 | 9,773 | 4.06% | 3.63% | 33 | +39,190 | 10.48% | Q1 2026 | Apr 14, 2026 |
| Forum Financial Management, LP | History | Added to | 401,108 | 9,486 | 0.13% | 0.12% | 34 | +397 | 0.1% | Q1 2026 | Apr 23, 2026 |
| Timonier Family Office, LTD. | History | No change | 406,986 | 9,320 | 2.96% | 2.96% | 35 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Aspen Wealth Management LLC | History | Added to | 389,654 | 9,215 | 1.84% | 1.82% | 36 | +12,116 | 3.21% | Q1 2026 | Apr 01, 2026 |
| LPL Financial LLC | History | Reduced | 382,140 | 9,037 | 0.0% | 0.0% | 37 | -41,637 | -9.83% | Q1 2026 | May 06, 2026 |
| Betterment LLC | History | Added to | 381,693 | 9,027 | 0.02% | 0.02% | 38 | +27,251 | 7.69% | Q1 2026 | May 14, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 353,086 | 8,350 | 4.88% | 4.32% | 39 | +40,193 | 12.85% | Q1 2026 | May 07, 2026 |
| Crestmont Private Wealth LLC | History | Added to | 339,149 | 8,020 | 2.53% | 2.46% | 40 | +8,862 | 2.68% | Q1 2026 | May 08, 2026 |
| Straight Path Wealth Management | History | Added to | 322,096 | 7,617 | 2.03% | 1.78% | 41 | +33,655 | 11.67% | Q1 2026 | Apr 22, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 314,590 | 7,440 | 0.23% | 0.22% | 42 | +11,610 | 3.83% | Q1 2026 | Apr 08, 2026 |
| Financial Harvest, LLC | History | Added to | 294,265 | 6,959 | 4.1% | 3.81% | 43 | +24,628 | 9.13% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 293,827 | 6,949 | 0.03% | 0.03% | 44 | +16,666 | 6.01% | Q1 2026 | Apr 24, 2026 |
| CURIO WEALTH, LLC | History | Added to | 284,799 | 6,735 | 2.3% | 2.18% | 45 | +16,829 | 6.28% | Q1 2026 | May 11, 2026 |
| Vannoy Advisory Group, Inc. | History | Added to | 282,335 | 6,677 | 4.23% | 4.04% | 46 | +4,247 | 1.53% | Q1 2026 | Apr 22, 2026 |
| AWM CAPITAL, LLC | History | Added to | 265,232 | 6,272 | 0.57% | 0.53% | 47 | +10,242 | 4.02% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 258,048 | 6,102 | 1.67% | 1.72% | 48 | -1,294 | -0.5% | Q1 2026 | May 13, 2026 |
| Stokes Family Office, LLC | History | Reduced | 246,494 | 5,829 | 0.6% | 0.55% | 49 | -16,416 | -6.24% | Q1 2026 | May 11, 2026 |
| Oceanside Advisors LLC | History | Added to | 235,198 | 5,562 | 3.17% | 3.08% | 50 | +12,996 | 5.85% | Q1 2026 | Apr 28, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 218,658 | 5,502 | 0.12% | 0.12% | 51 | +5,390 | 2.53% | Q1 2026 | May 04, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 214,197 | 5,065 | 1.31% | 1.22% | 52 | +8,193 | 3.98% | Q1 2026 | Apr 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 198,989 | 5,052 | 0.09% | 0.2% | 53 | +11,257 | 6.0% | Q1 2026 | May 01, 2026 |
| Seneschal Advisors, LLC | History | Added to | 213,255 | 5,043 | 3.74% | 3.39% | 54 | +12,480 | 6.22% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 211,970 | 5,013 | 0.0% | 0.0% | 55 | -7,547 | -3.44% | Q1 2026 | May 07, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 209,225 | 4,948 | 1.94% | 1.77% | 56 | +14,171 | 7.27% | Q1 2026 | May 04, 2026 |
| M Holdings Securities, Inc. | History | Added to | 189,394 | 4,847 | 0.33% | 0.29% | 57 | +11,002 | 6.17% | Q1 2026 | May 12, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 204,225 | 4,829 | 2.27% | 1.96% | 58 | +15,044 | 7.95% | Q1 2026 | May 08, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 202,822 | 4,796 | 1.27% | 1.22% | 59 | +316 | 0.16% | Q1 2026 | Apr 27, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 194,122 | 4,590 | 0.99% | 0.94% | 60 | +6,751 | 3.6% | Q1 2026 | May 06, 2026 |
| Citrine Capital LLC | History | Added to | 186,754 | 4,416 | 1.91% | 1.91% | 61 | +7,207 | 4.01% | Q1 2026 | Apr 21, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 184,485 | 4,363 | 2.36% | 2.33% | 62 | +6,876 | 3.87% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 183,195 | 4,332 | 0.01% | 0.0% | 63 | +118,878 | 184.83% | Q1 2026 | May 15, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 183,188 | 4,332 | 0.46% | 0.58% | 64 | -8,311 | -4.34% | Q1 2026 | Apr 23, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 181,322 | 4,288 | 3.44% | 3.25% | 65 | +15,365 | 9.26% | Q1 2026 | May 01, 2026 |
| Rachor Investment Advisory Services, LLC | History | Reduced | 176,474 | 4,173 | 2.19% | 2.15% | 66 | -565 | -0.32% | Q1 2026 | May 07, 2026 |
| AE Wealth Management LLC | History | Added to | 172,184 | 4,072 | 0.02% | 0.02% | 67 | +8,112 | 4.94% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 170,085 | 4,022 | 0.0% | 0.0% | 68 | +88,710 | 109.01% | Q1 2026 | May 04, 2026 |
| BCU Wealth Advisors, LLC | History | Reduced | 170,039 | 4,021 | 1.5% | 1.51% | 69 | -2,267 | -1.32% | Q1 2026 | Apr 20, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 169,097 | 3,999 | 1.03% | 0.99% | 70 | +3,865 | 2.34% | Q1 2026 | May 01, 2026 |
| Warburton Capital Management, LLC | History | Added to | 159,795 | 3,964 | 1.93% | 1.59% | 72 | +36,915 | 30.04% | Q1 2026 | May 01, 2026 |
| Disciplined Investments, LLC | History | Added to | 167,639 | 3,964 | 1.42% | 1.34% | 71 | +15,742 | 10.36% | Q1 2026 | May 12, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | Added to | 165,929 | 3,924 | 3.49% | 2.96% | 73 | +28,199 | 20.47% | Q1 2026 | May 12, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 163,937 | 3,877 | 0.92% | 0.72% | 74 | +35,625 | 27.76% | Q1 2026 | Apr 22, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 152,420 | 3,876 | 1.1% | 0.95% | 75 | +25,777 | 20.35% | Q1 2026 | Apr 27, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 162,987 | 3,854 | 0.28% | 0.28% | 76 | -3,812 | -2.29% | Q1 2026 | Apr 29, 2026 |
| Burk Holdings LLC | History | Added to | 162,485 | 3,842 | 1.65% | 1.54% | 77 | +21,147 | 14.96% | Q1 2026 | May 07, 2026 |
| Evanson Asset Management, LLC | History | Added to | 160,500 | 3,795 | 0.2% | 0.2% | 78 | +176 | 0.11% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Added to | 159,615 | 3,774 | 0.0% | 0.0% | 79 | +81,353 | 103.95% | Q1 2026 | May 12, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 163,162 | 3,736 | 1.26% | 1.26% | 80 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 157,826 | 3,732 | 2.51% | 2.38% | 81 | +11,140 | 7.59% | Q1 2026 | Apr 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 149,329 | 3,531 | 0.03% | 0.03% | 82 | +35,609 | 31.31% | Q1 2026 | May 15, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 144,796 | 3,424 | 0.19% | 0.19% | 83 | -3,503 | -2.36% | Q1 2026 | May 11, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 136,191 | 3,220 | 0.9% | 0.82% | 84 | +17,268 | 14.52% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 128,491 | 3,039 | 0.01% | 0.0% | 85 | +87,393 | 212.65% | Q1 2026 | Apr 30, 2026 |
| PFG Advisors | History | Added to | 127,143 | 3,006 | 0.15% | 0.13% | 86 | +10,829 | 9.31% | Q1 2026 | May 05, 2026 |
| Johnson Wealth Management, LLC | History | Added to | 126,343 | 2,988 | 1.44% | 1.37% | 87 | +6,102 | 5.07% | Q1 2026 | Apr 23, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 125,831 | 2,975 | 1.03% | 0.89% | 88 | +17,303 | 15.94% | Q1 2026 | Apr 23, 2026 |
| Tillman Hartley LLC | History | Added to | 121,135 | 2,864 | 0.72% | 0.69% | 89 | +1,930 | 1.62% | Q1 2026 | May 08, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Reduced | 118,964 | 2,813 | 0.61% | 0.61% | 90 | -3,712 | -3.03% | Q1 2026 | Apr 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 114,347 | 2,704 | 0.01% | 0.01% | 91 | -10,747 | -8.59% | Q1 2026 | May 04, 2026 |
| Summit Wealth Group, LLC | History | Added to | 110,103 | 2,603 | 0.6% | 0.56% | 92 | +4,686 | 4.45% | Q1 2026 | May 04, 2026 |
| Pacific Asset Management, LLC | History | Added to | 103,723 | 2,453 | 1.37% | 1.21% | 93 | +15,980 | 18.21% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 102,922 | 2,434 | 0.01% | 0.01% | 94 | +15,102 | 17.2% | Q1 2026 | May 14, 2026 |
| Applied Capital LLC | History | Added to | 99,658 | 2,356 | 0.88% | 0.84% | 95 | +3,824 | 3.99% | Q1 2026 | Apr 22, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Reduced | 96,965 | 2,293 | 1.13% | 1.19% | 96 | -7,849 | -7.49% | Q1 2026 | Apr 30, 2026 |
| Note Advisors, LLC | History | Added to | 95,695 | 2,263 | 1.13% | 1.11% | 97 | +3,913 | 4.26% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 95,234 | 2,252 | 0.0% | 0.0% | 98 | +8,918 | 10.33% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 92,779 | 2,235 | 0.0% | 0.0% | 99 | -37,893 | -29.0% | Q1 2026 | Apr 08, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 94,317 | 2,230 | 0.92% | 0.79% | 100 | +6,353 | 7.22% | Q1 2026 | Apr 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 94,131 | 2,226 | 0.0% | 0.0% | 101 | -12,556 | -11.77% | Q1 2026 | Apr 27, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 92,510 | 2,187 | 1.31% | 1.1% | 102 | +11,317 | 13.94% | Q1 2026 | Apr 15, 2026 |
| Trailhead Planners LLC | History | Added to | 90,098 | 2,130 | 2.04% | 1.91% | 103 | +4,997 | 5.87% | Q1 2026 | May 06, 2026 |
| GK Wealth Management LLC | History | New | 88,063 | 2,050 | 1.78% | — | 105 | +88,063 | New | Q1 2026 | Apr 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | Added to | 88,063 | 2,050 | 1.78% | 1.13% | 104 | +35,080 | 66.21% | Q1 2026 | Apr 07, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Added to | 86,500 | 2,045 | 1.66% | 1.53% | 106 | +6,361 | 7.94% | Q1 2026 | May 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 85,706 | 1,962 | 0.07% | 0.07% | 107 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Reduced | 74,624 | 1,764 | 0.83% | 0.91% | 108 | -1,269 | -1.67% | Q1 2026 | Apr 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 74,277 | 1,756 | 0.01% | — | 109 | +74,277 | New | Q1 2026 | May 12, 2026 |
| Redwood Park Advisors LLC | History | Added to | 71,450 | 1,689 | 1.13% | 0.92% | 110 | +12,607 | 21.42% | Q1 2026 | May 04, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 69,444 | 1,642 | 0.05% | 0.04% | 111 | +2,612 | 3.91% | Q1 2026 | May 07, 2026 |
| Factor Wealth Management LTD | History | Reduced | 68,474 | 1,619 | 0.3% | 0.39% | 112 | -10,268 | -13.04% | Q1 2026 | Apr 20, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 68,418 | 1,618 | 0.84% | 0.68% | 113 | -491 | -0.71% | Q1 2026 | Apr 21, 2026 |
| First Financial Group Corp | History | Reduced | 66,787 | 1,579 | 1.29% | 1.31% | 114 | -575 | -0.85% | Q1 2026 | Apr 22, 2026 |
| Broadhurst Jeffrey B | History | Added to | 66,719 | 1,577 | 1.62% | 1.52% | 115 | +2,991 | 4.69% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 66,302 | 1,574 | 0.01% | 0.01% | 116 | +42,058 | 173.48% | Q1 2026 | Apr 07, 2026 |
| CGN Advisors LLC | History | Added to | 62,296 | 1,473 | 0.12% | 0.11% | 117 | +1,894 | 3.14% | Q1 2026 | Apr 13, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 60,303 | 1,426 | 0.53% | 0.47% | 118 | +3,694 | 6.53% | Q1 2026 | May 08, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 59,533 | 1,407 | 0.03% | 0.03% | 119 | -6,219 | -9.46% | Q1 2026 | May 01, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 59,200 | 1,400 | 0.02% | 0.03% | 120 | -5,800 | -8.92% | Q1 2026 | Apr 22, 2026 |
| WPWealth LLP | History | Added to | 56,644 | 1,339 | 0.2% | 0.18% | 121 | +6,198 | 12.29% | Q1 2026 | May 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 55,497 | 1,312 | 0.03% | 0.03% | 122 | +276 | 0.5% | Q1 2026 | Apr 15, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 55,318 | 1,308 | 1.2% | 1.13% | 123 | +1,320 | 2.44% | Q1 2026 | Apr 08, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 54,040 | 1,303 | 0.14% | 0.17% | 124 | +3,739 | 7.43% | Q1 2026 | Apr 10, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 54,632 | 1,292 | 0.6% | 0.42% | 125 | +18,151 | 49.75% | Q1 2026 | Apr 16, 2026 |
| Vawter Financial, Ltd. | History | Added to | 52,633 | 1,244 | 0.52% | 0.51% | 126 | +17 | 0.03% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 52,510 | 1,241 | 0.0% | 0.0% | 127 | +1,529 | 3.0% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 52,460 | 1,240 | 0.01% | 0.01% | 128 | -1,956 | -3.59% | Q1 2026 | May 05, 2026 |
| TFO Wealth Partners, LLC | History | New | 51,819 | 1,225 | 0.17% | — | 129 | +51,819 | New | Q1 2026 | May 08, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 51,573 | 1,219 | 0.44% | 0.46% | 130 | -2,522 | -4.66% | Q1 2026 | Apr 27, 2026 |
| Vantage Point Financial LLC | History | Reduced | 51,000 | 1,206 | 0.42% | 0.42% | 131 | -357 | -0.7% | Q1 2026 | May 01, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 50,188 | 1,186 | 0.35% | 0.33% | 132 | +2,462 | 5.16% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 50,072 | 1,184 | 0.0% | 0.0% | 133 | +281 | 0.56% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 48,068 | 1,136 | 0.04% | 0.04% | 134 | +560 | 1.18% | Q1 2026 | Apr 20, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 49,529 | 1,134 | 1.09% | 1.09% | 135 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Ballast Financial Advisors LLC | History | Added to | 47,011 | 1,111 | 1.14% | 1.1% | 136 | +414 | 0.89% | Q1 2026 | May 13, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 46,514 | 1,100 | 0.49% | 0.47% | 137 | +12 | 0.03% | Q1 2026 | May 15, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 46,180 | 1,092 | 0.37% | 0.38% | 138 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 45,981 | 1,087 | 0.12% | 0.11% | 139 | +596 | 1.31% | Q1 2026 | Apr 08, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 45,768 | 1,082 | 0.43% | 0.42% | 140 | +754 | 1.68% | Q1 2026 | May 12, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 42,171 | 997 | 0.11% | 0.08% | 141 | +11,275 | 36.49% | Q1 2026 | Apr 29, 2026 |
| Guardian Wealth Management, LLC | History | Reduced | 42,066 | 994 | 0.3% | 0.33% | 142 | -3,488 | -7.66% | Q1 2026 | Apr 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 41,374 | 978 | 0.03% | 0.02% | 143 | +12,353 | 42.57% | Q1 2026 | May 15, 2026 |
| Forum Private Client Group LLC | History | Reduced | 41,055 | 971 | 0.32% | 0.34% | 144 | -2,157 | -4.99% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 40,525 | 958 | 0.01% | 0.01% | 145 | +607 | 1.52% | Q1 2026 | May 01, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 39,322 | 948 | 0.22% | 0.26% | 146 | -36,562 | -48.18% | Q1 2026 | Apr 14, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 39,974 | 945 | 0.52% | 0.55% | 147 | +2,282 | 6.05% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 38,772 | 916 | 0.0% | 0.0% | 148 | -3,571 | -8.43% | Q1 2026 | Jun 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 37,865 | 895 | 0.0% | 0.0% | 149 | +22,076 | 139.82% | Q1 2026 | May 15, 2026 |
| marrick wealth, LLC | History | Added to | 37,452 | 885 | 0.74% | 0.7% | 150 | +125 | 0.33% | Q1 2026 | Apr 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 37,169 | 879 | 0.0% | 0.0% | 151 | +9,205 | 32.92% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | New | 36,471 | 862 | 0.01% | — | 152 | +36,471 | New | Q1 2026 | May 18, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 35,613 | 842 | 0.07% | 0.08% | 153 | -6,947 | -16.32% | Q1 2026 | May 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 35,089 | 829 | 0.2% | 0.19% | 154 | +567 | 1.64% | Q1 2026 | May 01, 2026 |
| STOLZ & ASSOCIATES, PS | History | Added to | 32,405 | 823 | 0.57% | 0.55% | 155 | +1,340 | 4.31% | Q1 2026 | Apr 21, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 34,171 | 808 | 0.29% | 0.32% | 156 | -3,075 | -8.26% | Q1 2026 | May 11, 2026 |
| Advisory Alpha, LLC | History | Reduced | 33,676 | 796 | 0.02% | 0.02% | 157 | -899 | -2.6% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 33,160 | 784 | 0.01% | 0.01% | 158 | -5,107 | -13.35% | Q1 2026 | Apr 15, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 32,793 | 775 | 0.33% | 0.33% | 159 | +1,005 | 3.16% | Q1 2026 | Apr 08, 2026 |
| Approach Retirement Advisors, LLC | History | Reduced | 31,815 | 752 | 0.63% | 0.64% | 160 | -438 | -1.36% | Q1 2026 | Apr 14, 2026 |
| Aegis Wealth Management LLC | History | Added to | 31,776 | 751 | 0.43% | 0.38% | 161 | +2,625 | 9.0% | Q1 2026 | Apr 22, 2026 |
| Virtu Financial LLC | History | New | 31,443 | 744 | 0.03% | — | 162 | +31,443 | New | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 30,234 | 715 | 0.01% | 0.01% | 163 | +3,531 | 13.22% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 28,463 | 673 | 0.0% | 0.0% | 164 | -122,144 | -81.1% | Q1 2026 | May 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 28,258 | 668 | 0.01% | 0.01% | 165 | -729 | -2.51% | Q1 2026 | May 15, 2026 |
| DBK Financial Counsel, LLC | History | Added to | 28,043 | 663 | 0.5% | 0.45% | 166 | +2,273 | 8.82% | Q1 2026 | Jun 03, 2026 |
| Caprock Group, LLC | History | No change | 27,988 | 661 | 0.02% | 0.01% | 167 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 27,544 | 651 | 0.16% | 0.18% | 168 | +946 | 3.56% | Q1 2026 | Apr 13, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 26,761 | 632 | 0.28% | 0.29% | 169 | -14 | -0.05% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 25,577 | 605 | 0.0% | 0.0% | 170 | -2,445 | -8.73% | Q1 2026 | May 15, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 25,460 | 602 | 0.06% | 0.06% | 171 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Greenspring Advisors, LLC | History | Added to | 25,194 | 595 | 0.04% | 0.02% | 172 | +8,788 | 53.57% | Q1 2026 | May 04, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 25,159 | 595 | 0.41% | 0.38% | 173 | +1,421 | 5.99% | Q1 2026 | Apr 21, 2026 |
| Quantinno Capital Management LP | History | Added to | 24,652 | 583 | 0.0% | 0.0% | 174 | +4,744 | 23.83% | Q1 2026 | May 15, 2026 |
| Frankly Finances, LLC | History | No change | 24,493 | 579 | 0.52% | 0.53% | 175 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 25,014 | 572 | 0.03% | 0.03% | 176 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| American Investment Services, Inc. | History | Added to | 23,702 | 560 | 0.12% | 0.13% | 177 | +10 | 0.04% | Q1 2026 | May 13, 2026 |
| GEN Financial Management, INC. | History | New | 21,966 | 519 | 0.32% | — | 179 | +21,966 | New | Q1 2026 | Apr 16, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 21,984 | 519 | 0.04% | 0.04% | 178 | +2,628 | 13.58% | Q1 2026 | May 15, 2026 |
| Flagstone Financial Management | History | No change | 21,166 | 500 | 0.12% | 0.12% | 180 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 21,000 | 496 | 0.08% | 0.08% | 181 | -1,600 | -7.08% | Q1 2026 | Apr 29, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 19,948 | 471 | 0.21% | 0.2% | 182 | +497 | 2.56% | Q1 2026 | Apr 22, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 19,758 | 467 | 0.05% | — | 183 | +19,758 | New | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 19,564 | 462 | 0.01% | 0.01% | 184 | +6,501 | 49.77% | Q1 2026 | Apr 07, 2026 |
| Cerity Partners LLC | History | New | 19,232 | 454 | 0.0% | — | 186 | +19,232 | New | Q1 2026 | May 15, 2026 |
| Arnold Financial Planning LLC | History | Added to | 19,228 | 454 | 0.42% | 0.44% | 185 | +647 | 3.48% | Q1 2026 | Apr 14, 2026 |
| Five Oceans Advisors | History | Added to | 18,861 | 446 | 0.16% | 0.15% | 187 | +622 | 3.41% | Q1 2026 | Apr 07, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 18,547 | 438 | 0.04% | 0.02% | 188 | +6,525 | 54.28% | Q1 2026 | May 05, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 17,814 | 421 | 0.09% | 0.14% | 189 | -9,725 | -35.31% | Q1 2026 | May 15, 2026 |
| Capstone Wealth Management, Inc. | History | No change | 17,437 | 420 | 0.36% | 0.35% | 190 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 17,651 | 417 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 17,529 | 414 | 0.24% | 0.23% | 192 | -200 | -1.13% | Q1 2026 | Apr 10, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 17,489 | 413 | 0.0% | 0.0% | 193 | +866 | 5.21% | Q1 2026 | May 15, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 17,200 | 406 | 0.26% | 0.27% | 194 | -299 | -1.71% | Q1 2026 | May 11, 2026 |
| CLG LLC | History | Reduced | 17,138 | 405 | 0.1% | 0.1% | 195 | -410 | -2.34% | Q1 2026 | May 14, 2026 |
| Global Trust Wealth Management LLC | History | Reduced | 16,692 | 394 | 0.3% | 0.31% | 197 | -1,793 | -9.7% | Q1 2026 | Apr 14, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 16,676 | 394 | 0.02% | 0.02% | 196 | +17 | 0.1% | Q1 2026 | Apr 27, 2026 |
| Wealth Management Nebraska | History | No change | 16,615 | 392 | 0.04% | 0.04% | 198 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 16,492 | 390 | 0.07% | 0.09% | 199 | -3,053 | -15.62% | Q1 2026 | Apr 20, 2026 |
| CHOREO, LLC | History | Added to | 16,456 | 389 | 0.0% | 0.0% | 200 | +30 | 0.18% | Q1 2026 | May 12, 2026 |
| WorthPointe, LLC | History | No change | 16,305 | 385 | 0.1% | 0.1% | 201 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| StoneX Group Inc. | History | New | 16,046 | 379 | 0.02% | — | 203 | +16,046 | New | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 16,040 | 379 | 0.01% | 0.01% | 202 | +597 | 3.87% | Q1 2026 | May 11, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 15,990 | 378 | 0.03% | 0.03% | 204 | +18 | 0.11% | Q1 2026 | Apr 06, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 15,265 | 361 | 0.05% | 0.06% | 205 | -837 | -5.2% | Q1 2026 | Apr 14, 2026 |
| Balefire, LLC | History | New | 14,606 | 345 | 0.07% | — | 206 | +14,606 | New | Q1 2026 | May 07, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 13,966 | 330 | 0.06% | 0.04% | 207 | +3,998 | 40.11% | Q1 2026 | May 12, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | No change | 13,971 | 330 | 0.13% | 0.13% | 208 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Dupree Financial Group, LLC | History | Reduced | 13,497 | 319 | 0.13% | 0.12% | 209 | -541 | -3.85% | Q1 2026 | Apr 23, 2026 |
| Cypress Point Wealth Management, LLC | History | New | 13,100 | 309 | 0.07% | — | 210 | +13,100 | New | Q1 2026 | Apr 13, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 13,007 | 307 | 0.08% | 0.08% | 211 | -8 | -0.06% | Q1 2026 | May 05, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 12,940 | 306 | 0.19% | 0.15% | 212 | +2,345 | 22.13% | Q1 2026 | Apr 21, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 12,887 | 304 | 0.11% | 0.11% | 213 | -209 | -1.6% | Q1 2026 | Apr 08, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 13,188 | 302 | 0.22% | 0.22% | 214 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Sanchez Levi Garrett | History | New | 12,348 | 292 | 0.18% | — | 216 | +12,348 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 12,538 | 292 | 0.0% | 0.0% | 215 | +10,257 | 449.67% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 12,304 | 290 | 0.04% | 0.04% | 217 | -37 | -0.3% | Q1 2026 | Apr 24, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 12,199 | 288 | 0.25% | 0.19% | 219 | +2,279 | 22.97% | Q1 2026 | May 05, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 12,181 | 288 | 0.14% | 0.14% | 218 | +7 | 0.06% | Q1 2026 | Apr 09, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 12,128 | 286 | 0.0% | 0.0% | 220 | -1,903 | -13.56% | Q1 2026 | Apr 24, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 11,807 | 279 | 0.0% | 0.0% | 221 | +2,000 | 20.39% | Q1 2026 | May 05, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 11,827 | 279 | 0.12% | 0.12% | 222 | +102 | 0.87% | Q1 2026 | Apr 08, 2026 |
| Brookstone Capital Management | History | Reduced | 11,336 | 268 | 0.0% | 0.0% | 223 | -56 | -0.49% | Q1 2026 | Apr 16, 2026 |
| Mariner, LLC | History | Reduced | 11,189 | 264 | 0.0% | 0.0% | 224 | -4,301 | -27.77% | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 11,115 | 262 | 0.09% | 0.09% | 225 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 10,793 | 255 | 0.14% | 0.16% | 226 | -381 | -3.41% | Q1 2026 | Apr 16, 2026 |
| Opus Financial Solutions LLC | History | New | 10,695 | 252 | 0.24% | — | 227 | +10,695 | New | Q1 2026 | May 08, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 10,509 | 248 | 0.04% | 0.03% | 228 | +295 | 2.89% | Q1 2026 | Apr 24, 2026 |
| Blue Trust, Inc. | History | Added to | 10,428 | 246 | 0.0% | 0.0% | 229 | +460 | 4.61% | Q1 2026 | Apr 20, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 10,439 | 246 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Dodds Wealth, LLC | History | No change | 10,315 | 243 | 0.06% | 0.06% | 231 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 10,174 | 240 | 0.16% | 0.19% | 233 | -1,840 | -15.32% | Q1 2026 | Apr 16, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Added to | 10,149 | 240 | 0.1% | 0.1% | 232 | +15 | 0.15% | Q1 2026 | May 06, 2026 |
| Arista Wealth Management, LLC | History | Reduced | 9,990 | 236 | 0.03% | 0.03% | 234 | -127 | -1.26% | Q1 2026 | Apr 30, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 9,667 | 228 | 0.03% | 0.03% | 235 | +21 | 0.22% | Q1 2026 | Apr 22, 2026 |
| Modera Wealth Management, LLC | History | No change | 9,505 | 224 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 9,442 | 223 | 0.0% | — | 237 | +9,442 | New | Q1 2026 | Apr 14, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 8,984 | 212 | 0.0% | 0.0% | 238 | -969 | -9.74% | Q1 2026 | May 15, 2026 |
| Verisail Partners, LLC | History | No change | 8,948 | 211 | 0.09% | 0.08% | 239 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Foster Group, Inc. | History | No change | 8,806 | 208 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | New | 8,713 | 206 | 0.06% | — | 241 | +8,713 | New | Q1 2026 | Apr 10, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 8,600 | 203 | 0.03% | 0.03% | 242 | -200 | -2.27% | Q1 2026 | Apr 28, 2026 |
| Partners in Financial Planning | History | New | 8,517 | 201 | 0.03% | — | 243 | +8,517 | New | Q1 2026 | May 11, 2026 |
| UMB Bank, n.a. | History | No change | 7,154 | 169 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,060 | 143 | 0.0% | 0.0% | 245 | +930 | 18.13% | Q1 2026 | May 08, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 5,914 | 139 | 0.08% | 0.08% | 246 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MASECO LLP | History | No change | 5,366 | 126 | 0.0% | 0.01% | 247 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 5,008 | 118 | 0.0% | — | 248 | +5,008 | New | Q1 2026 | May 08, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 4,959 | 117 | 0.11% | — | 249 | +4,959 | New | Q1 2026 | May 14, 2026 |
| Aspect Partners, LLC | History | No change | 4,925 | 116 | 0.05% | 0.05% | 250 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Blume Capital Management, Inc. | History | No change | 4,361 | 103 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 3,614 | 85 | 0.0% | 0.0% | 252 | +926 | 34.45% | Q1 2026 | Apr 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 3,231 | 76 | 0.02% | 0.02% | 253 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 3,024 | 71 | 0.0% | — | 254 | +3,024 | New | Q1 2026 | May 11, 2026 |
| Global Trust Asset Management, LLC | History | No change | 2,300 | 54 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 1,927 | 45 | 0.01% | 0.01% | 256 | +11 | 0.57% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | New | 1,837 | 43 | 0.0% | — | 257 | +1,837 | New | Q1 2026 | May 06, 2026 |
| Bogart Wealth, LLC | History | No change | 1,697 | 40 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,396 | 33 | 0.0% | 0.01% | 259 | -12,543 | -89.98% | Q1 2026 | Apr 13, 2026 |
| CNB Bank | History | No change | 1,370 | 32 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,178 | 27 | 0.0% | — | 262 | +1,178 | New | Q1 2026 | May 01, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 1,157 | 27 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 1,178 | 26 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,083 | 25 | 0.01% | 0.01% | 264 | +2 | 0.19% | Q1 2026 | Apr 14, 2026 |
| Larson Financial Group LLC | History | No change | 1,041 | 24 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,000 | 23 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SITTNER & NELSON, LLC | History | No change | 877 | 20 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 797 | 18 | 0.0% | 0.0% | 268 | +571 | 252.65% | Q1 2026 | May 15, 2026 |
| Arlington Trust Co LLC | History | New | 728 | 17 | 0.0% | — | 269 | +728 | New | Q1 2026 | Apr 08, 2026 |
| Orion Capital Management LLC | History | No change | 718 | 16 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 612 | 14 | 0.0% | — | 271 | +612 | New | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | Added to | 584 | 13 | 0.0% | 0.0% | 272 | +451 | 339.1% | Q1 2026 | May 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 583 | 13 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Arax Advisory Partners | History | No change | 525 | 12 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | No change | 503 | 11 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 447 | 10 | 0.0% | — | 277 | +447 | New | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | New | 444 | 10 | 0.0% | — | 278 | +444 | New | Q1 2026 | May 04, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 451 | 10 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 406 | 9 | 0.0% | 0.01% | 279 | -591 | -59.28% | Q1 2026 | May 01, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 353 | 8 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Anfield Capital Management, LLC | History | No change | 278 | 6 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 215 | 5 | 0.0% | 0.01% | 282 | -4,000 | -94.9% | Q1 2026 | May 19, 2026 |
| Dunhill Financial, LLC | History | No change | 153 | 3 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 124 | 2 | 0.0% | — | 286 | +124 | New | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 113 | 2 | 0.0% | — | 287 | +113 | New | Q1 2026 | May 19, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 90 | 2 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 90 | 2 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Integrity Financial Corp /WA | History | No change | 49 | 1 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -196,935 | -100.0% | Q1 2026 | May 13, 2026 |
| Bridgewater Advisors Inc. | History | Closed out | 0 | 0 | — | 0.27% | — | -177,918 | -100.0% | Q1 2026 | May 14, 2026 |
| Brown Financial Advisory | History | Closed out | 0 | 0 | — | 1.39% | — | -119,825 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -60,091 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -24,425 | -100.0% | Q1 2026 | May 01, 2026 |
| Pioneer Wealth Management Group | History | Closed out | 0 | 0 | — | 0.17% | — | -24,176 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Accurate Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -18,617 | -100.0% | Q1 2026 | Apr 22, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.04% | — | -17,540 | -100.0% | Q1 2026 | Apr 24, 2026 |
| CPA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -14,454 | -100.0% | Q1 2026 | May 05, 2026 |
| Magnolia Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -10,540 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,232 | -100.0% | Q1 2026 | May 15, 2026 |
| McMill Wealth Management | History | Closed out | 0 | 0 | — | 0.06% | — | -10,179 | -100.0% | Q1 2026 | May 13, 2026 |