Dimensional ETF Trust - DFAS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Creative Planning | History | Added to | 26,230,978 | 1,865,809 | 1.27% | 1.24% | 1 | +1,395,277 | 5.62% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 9,193,715 | 653,948 | 0.09% | 0.07% | 2 | +1,090,765 | 13.46% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,618,892 | 470,801 | 0.03% | 0.03% | 3 | -12,986 | -0.2% | Q1 2026 | May 15, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 5,900,990 | 419,737 | 18.89% | 19.11% | 4 | +56,393 | 0.96% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Reduced | 3,447,394 | 249,871 | 0.28% | 0.28% | 5 | -69,649 | -1.98% | Q1 2026 | May 14, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 3,197,949 | 227,470 | 3.26% | 3.48% | 6 | +93,535 | 3.01% | Q1 2026 | Apr 10, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 2,595,074 | 184,587 | 9.8% | 9.82% | 7 | +39,237 | 1.54% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,722,783 | 122,541 | 0.03% | 0.03% | 8 | +170,333 | 10.97% | Q1 2026 | May 04, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,586,355 | 112,837 | 5.22% | 4.82% | 9 | +231,179 | 17.06% | Q1 2026 | Apr 24, 2026 |
| Midwest Trust Co | History | Reduced | 1,376,605 | 97,917 | 1.22% | 1.2% | 10 | -8,339 | -0.6% | Q1 2026 | May 01, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,358,745 | 96,647 | 0.14% | 0.12% | 11 | +239,764 | 21.43% | Q1 2026 | May 15, 2026 |
| Plancorp, LLC | History | Reduced | 1,270,271 | 94,177 | 2.68% | 2.75% | 12 | -36,233 | -2.77% | Q1 2026 | Apr 14, 2026 |
| Vise Technologies, Inc. | History | No change | 1,257,727 | 87,625 | 1.72% | 1.72% | 13 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,223,939 | 87,060 | 0.02% | 0.01% | 14 | +57,340 | 4.92% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,212,428 | 86,239 | 0.03% | 0.02% | 15 | +191,382 | 18.74% | Q1 2026 | May 13, 2026 |
| Evanson Asset Management, LLC | History | Added to | 1,211,136 | 86,148 | 4.62% | 4.37% | 16 | +48,734 | 4.19% | Q1 2026 | Apr 08, 2026 |
| Premier Financial Group | History | Reduced | 1,182,493 | 85,263 | 14.52% | 21.59% | 17 | -426 | -0.04% | Q1 2026 | May 05, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 1,141,204 | 81,173 | 5.99% | 5.64% | 18 | -13,747 | -1.19% | Q1 2026 | May 07, 2026 |
| Great Waters Wealth Management | History | Added to | 1,096,574 | 77,999 | 8.25% | 8.04% | 19 | +46,988 | 4.48% | Q1 2026 | Apr 17, 2026 |
| Savant Capital, LLC | History | Reduced | 1,092,969 | 77,742 | 0.38% | 0.47% | 20 | -96,325 | -8.1% | Q1 2026 | May 04, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 1,092,163 | 77,685 | 0.52% | 0.55% | 21 | -37,906 | -3.35% | Q1 2026 | May 07, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 1,043,799 | 74,245 | 2.88% | 2.91% | 22 | +36,903 | 3.67% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,027,570 | 73,091 | 0.02% | 0.02% | 23 | +114,782 | 12.57% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 1,013,956 | 72,122 | 0.01% | 0.01% | 24 | +94,852 | 10.32% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 996,253 | 70,863 | 0.08% | 0.08% | 25 | -2,949 | -0.3% | Q1 2026 | May 05, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 970,443 | 69,027 | 7.42% | 7.6% | 26 | +3,827 | 0.4% | Q1 2026 | Apr 14, 2026 |
| Sageworth Trust Co | History | Reduced | 967,803 | 68,839 | 2.96% | 2.89% | 27 | -539 | -0.06% | Q1 2026 | Apr 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 940,007 | 66,717 | 0.67% | 0.72% | 28 | +100,473 | 11.97% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 894,689 | 63,639 | 0.02% | 0.02% | 29 | +5,688 | 0.64% | Q1 2026 | May 06, 2026 |
| Pathstone Holdings, LLC | History | Added to | 854,566 | 60,785 | 0.24% | 0.16% | 30 | +277,089 | 47.98% | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | Added to | 790,065 | 56,197 | 0.09% | 0.07% | 31 | +71,129 | 9.89% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 754,654 | 53,678 | 0.29% | 0.23% | 32 | +122,479 | 19.37% | Q1 2026 | Apr 15, 2026 |
| Wealth Management Nebraska | History | Added to | 750,357 | 53,372 | 5.41% | 5.61% | 33 | +46,081 | 6.54% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 750,183 | 53,360 | 0.83% | 0.75% | 34 | +131,623 | 21.28% | Q1 2026 | May 04, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 681,445 | 52,471 | 1.17% | 1.23% | 35 | +13,845 | 2.07% | Q1 2026 | May 04, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 735,546 | 52,319 | 5.64% | 5.57% | 36 | +154 | 0.02% | Q1 2026 | Apr 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 735,416 | 52,310 | 1.42% | 1.36% | 37 | -25,050 | -3.29% | Q1 2026 | Apr 13, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 711,896 | 50,637 | 10.43% | 10.35% | 38 | -9,510 | -1.32% | Q1 2026 | Apr 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 677,210 | 48,169 | 0.24% | 0.11% | 39 | +367,895 | 118.94% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 672,914 | 47,864 | 0.07% | 0.06% | 40 | +18,770 | 2.87% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Reduced | 646,339 | 45,973 | 0.05% | 0.06% | 41 | -30,221 | -4.47% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 640,069 | 45,528 | 0.05% | 0.05% | 42 | +39,367 | 6.55% | Q1 2026 | May 13, 2026 |
| Three Arch Wealth Management LLC | History | Reduced | 630,096 | 44,818 | 8.06% | 8.37% | 43 | -10,826 | -1.69% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Reduced | 594,714 | 42,290 | 0.06% | 0.06% | 44 | -3,807 | -0.64% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 591,800 | 42,094 | 0.06% | 0.04% | 45 | +121,090 | 25.72% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | Added to | 568,932 | 40,468 | 0.06% | 0.06% | 46 | +21,363 | 3.9% | Q1 2026 | May 15, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | Reduced | 557,492 | 39,654 | 17.8% | 17.35% | 47 | -4,113 | -0.73% | Q1 2026 | Apr 15, 2026 |
| Elser Financial Planning, Inc | History | Added to | 555,668 | 39,393 | 1.91% | 0.98% | 48 | +536,201 | 2754.41% | Q1 2026 | Apr 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 547,711 | 38,158 | 1.85% | 1.8% | 49 | -776 | -0.14% | Q1 2026 | Apr 08, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 529,498 | 37,663 | 2.56% | 2.66% | 50 | -25,588 | -4.61% | Q1 2026 | May 14, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 507,238 | 36,079 | 0.43% | 0.42% | 51 | -10,984 | -2.12% | Q1 2026 | May 06, 2026 |
| KWMG, LLC | History | Added to | 494,697 | 35,187 | 2.94% | 2.9% | 52 | +12,049 | 2.5% | Q1 2026 | Apr 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 491,168 | 34,936 | 0.02% | 0.03% | 53 | -95,836 | -16.33% | Q1 2026 | May 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 482,231 | 34,301 | 0.07% | 0.07% | 54 | -45,283 | -8.58% | Q1 2026 | May 01, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 480,193 | 34,156 | 8.13% | 7.65% | 55 | +31,427 | 7.0% | Q1 2026 | Apr 22, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 462,691 | 32,911 | 5.41% | 5.41% | 56 | -10,223 | -2.16% | Q1 2026 | Apr 29, 2026 |
| Richard Young Associates, Ltd. | History | Added to | 460,429 | 32,750 | 24.87% | 24.8% | 57 | +4,640 | 1.02% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 452,530 | 32,189 | 0.05% | 0.04% | 58 | +29,586 | 7.0% | Q1 2026 | May 15, 2026 |
| Heritage Investment Group, Inc. | History | Reduced | 440,957 | 31,365 | 4.75% | 4.7% | 59 | -2,094 | -0.47% | Q1 2026 | May 01, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Added to | 434,306 | 30,892 | 13.2% | 12.91% | 60 | +7,181 | 1.68% | Q1 2026 | May 06, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 434,221 | 30,886 | 2.24% | 2.09% | 61 | -30,993 | -6.66% | Q1 2026 | Apr 16, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 429,834 | 30,574 | 0.17% | 0.18% | 62 | -23,002 | -5.08% | Q1 2026 | Apr 30, 2026 |
| ACORN CREEK CAPITAL LLC | History | Added to | 427,711 | 30,423 | 10.86% | 10.64% | 63 | +2,659 | 0.63% | Q1 2026 | May 12, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 423,555 | 30,127 | 6.49% | 6.37% | 64 | +7,925 | 1.91% | Q1 2026 | May 06, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 422,592 | 30,058 | 3.75% | 4.04% | 65 | -1,907 | -0.45% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 391,609 | 27,855 | 0.05% | 0.0% | 66 | +390,542 | 36601.87% | Q1 2026 | May 01, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 389,339 | 27,693 | 2.68% | 2.84% | 67 | -19,532 | -4.78% | Q1 2026 | Apr 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 386,291 | 27,477 | 0.07% | 0.06% | 68 | +80,598 | 26.37% | Q1 2026 | Apr 30, 2026 |
| COMERICA BANK | History | No change | 393,518 | 27,416 | 0.11% | 0.11% | 69 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 381,467 | 27,282 | 0.26% | 0.24% | 70 | +61,525 | 19.23% | Q1 2026 | Apr 07, 2026 |
| Apella Capital, LLC | History | Added to | 351,534 | 27,071 | 0.4% | 0.1% | 71 | +277,781 | 376.64% | Q1 2026 | Apr 20, 2026 |
| M Holdings Securities, Inc. | History | Added to | 369,038 | 26,931 | 1.82% | 1.54% | 72 | +60,180 | 19.48% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 362,073 | 25,754 | 0.04% | 0.05% | 73 | +6,169 | 1.73% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Added to | 359,782 | 25,591 | 0.31% | 0.32% | 74 | +1,127 | 0.31% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 359,241 | 25,552 | 0.14% | 0.16% | 75 | +29,747 | 9.03% | Q1 2026 | May 15, 2026 |
| Divergent Planning, LLC | History | No change | 361,021 | 25,412 | 6.49% | 6.49% | 76 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 352,761 | 25,091 | 3.96% | 3.82% | 77 | +278 | 0.08% | Q1 2026 | Apr 13, 2026 |
| Disciplined Equity Management, Inc. | History | Reduced | 349,566 | 24,864 | 12.49% | 12.64% | 78 | -666 | -0.19% | Q1 2026 | Apr 28, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 346,808 | 24,668 | 7.52% | 7.5% | 79 | +17,018 | 5.16% | Q1 2026 | Apr 29, 2026 |
| Guardian Wealth Management, LLC | History | Added to | 340,536 | 24,222 | 7.35% | 7.48% | 80 | +2,064 | 0.61% | Q1 2026 | Apr 23, 2026 |
| Tillman Hartley LLC | History | Added to | 336,164 | 23,911 | 6.0% | 5.75% | 81 | +7,425 | 2.26% | Q1 2026 | May 08, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 311,179 | 23,070 | 2.08% | 2.08% | 82 | +7,576 | 2.5% | Q1 2026 | Apr 29, 2026 |
| Foster Group, Inc. | History | Reduced | 323,858 | 23,036 | 0.69% | 0.7% | 83 | -8,323 | -2.51% | Q1 2026 | Apr 13, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 318,367 | 22,645 | 7.56% | 7.04% | 84 | +29,180 | 10.09% | Q1 2026 | May 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 317,343 | 22,572 | 0.39% | 0.4% | 85 | -6,357 | -1.96% | Q1 2026 | May 04, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Reduced | 315,604 | 22,448 | 4.87% | 4.8% | 86 | -3,205 | -1.01% | Q1 2026 | Apr 14, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 308,886 | 21,971 | 6.59% | 6.51% | 87 | +5,220 | 1.72% | Q1 2026 | Apr 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 308,289 | 21,572 | 0.01% | 0.01% | 88 | +86,584 | 39.05% | Q1 2026 | May 15, 2026 |
| Planning Center, Inc. | History | Reduced | 300,467 | 21,372 | 2.17% | 2.23% | 89 | -12,679 | -4.05% | Q1 2026 | Apr 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 299,464 | 21,300 | 0.0% | 0.0% | 90 | +34,248 | 12.91% | Q1 2026 | May 11, 2026 |
| Advisory Alpha, LLC | History | Added to | 296,765 | 21,108 | 0.58% | 0.5% | 91 | +31,803 | 12.0% | Q1 2026 | May 14, 2026 |
| Forum Private Client Group LLC | History | Added to | 295,456 | 21,018 | 7.0% | 6.85% | 92 | +6,806 | 2.36% | Q1 2026 | May 13, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 292,372 | 20,796 | 11.21% | 11.4% | 93 | +4,029 | 1.4% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 292,340 | 20,794 | 0.43% | 0.41% | 94 | -4,756 | -1.6% | Q1 2026 | May 15, 2026 |
| Timonier Family Office, LTD. | History | No change | 296,472 | 20,655 | 6.56% | 6.56% | 95 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 289,825 | 20,615 | 12.05% | 11.99% | 96 | +4,488 | 1.57% | Q1 2026 | May 07, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 288,879 | 20,547 | 5.04% | 5.49% | 97 | +21,035 | 7.85% | Q1 2026 | Apr 13, 2026 |
| MASECO LLP | History | Reduced | 287,640 | 20,452 | 0.64% | 0.91% | 98 | -10,871 | -3.64% | Q1 2026 | Apr 21, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 284,662 | 20,248 | 4.92% | 4.67% | 99 | +4,448 | 1.59% | Q1 2026 | May 13, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 283,492 | 20,164 | 3.82% | 3.78% | 100 | -2,544 | -0.89% | Q1 2026 | Apr 09, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 283,357 | 20,155 | 1.92% | 1.89% | 101 | +1,798 | 0.64% | Q1 2026 | May 13, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 277,769 | 19,757 | 9.46% | 9.51% | 102 | +8,244 | 3.06% | Q1 2026 | Apr 09, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 271,257 | 19,294 | 10.48% | 11.21% | 103 | +5,411 | 2.04% | Q1 2026 | Apr 21, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 269,821 | 19,192 | 1.82% | 1.8% | 104 | +6,416 | 2.44% | Q1 2026 | May 13, 2026 |
| WPWealth LLP | History | Added to | 261,039 | 18,567 | 2.84% | 2.65% | 105 | +18,268 | 7.52% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 258,255 | 18,369 | 0.95% | 1.06% | 106 | -26,864 | -9.42% | Q1 2026 | Apr 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 258,237 | 18,368 | 0.02% | 0.01% | 107 | +24,635 | 10.55% | Q1 2026 | May 12, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 257,652 | 18,326 | 0.35% | 0.36% | 108 | -15,728 | -5.75% | Q1 2026 | May 01, 2026 |
| McLean Asset Management Corp | History | Reduced | 257,550 | 18,319 | 3.21% | 3.49% | 109 | -5,613 | -2.13% | Q1 2026 | Apr 22, 2026 |
| EnRich Financial Partners LLC | History | Added to | 256,639 | 18,254 | 4.84% | 4.83% | 110 | +2,530 | 1.0% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 302,773 | 17,952 | 0.04% | 0.04% | 111 | -94,224 | -23.73% | Q1 2026 | Apr 08, 2026 |
| LRI Investments, LLC | History | Added to | 252,204 | 17,939 | 1.59% | 1.39% | 112 | +5,168 | 2.09% | Q1 2026 | Apr 30, 2026 |
| Lutz Financial Services LLC | History | Added to | 238,821 | 16,987 | 1.14% | 1.12% | 113 | +1,620 | 0.68% | Q1 2026 | May 04, 2026 |
| Factor Wealth Management LTD | History | Reduced | 238,166 | 16,940 | 3.19% | 3.83% | 114 | -16,192 | -6.37% | Q1 2026 | Apr 20, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 236,352 | 16,811 | 0.16% | 0.16% | 115 | +6,848 | 2.98% | Q1 2026 | May 08, 2026 |
| New Hampshire Trust | History | Reduced | 233,931 | 16,639 | 3.36% | 3.22% | 116 | -3,425 | -1.44% | Q1 2026 | Apr 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 233,375 | 16,600 | 0.13% | 0.13% | 117 | +19,457 | 9.1% | Q1 2026 | Apr 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 239,089 | 16,542 | 0.0% | 0.0% | 118 | +22,368 | 10.32% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 230,524 | 16,397 | 0.07% | 0.05% | 119 | +65,193 | 39.43% | Q1 2026 | May 14, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 230,115 | 16,368 | 3.98% | 3.82% | 120 | +2,557 | 1.12% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 224,688 | 15,982 | 0.25% | 0.23% | 121 | +62,582 | 38.61% | Q1 2026 | May 15, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Added to | 222,311 | 15,812 | 12.65% | 12.78% | 122 | +1,136 | 0.51% | Q1 2026 | May 04, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 219,207 | 15,592 | 2.06% | 1.96% | 123 | +9,967 | 4.76% | Q1 2026 | Apr 21, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 218,652 | 15,552 | 0.96% | 0.88% | 124 | +10,072 | 4.83% | Q1 2026 | Apr 29, 2026 |
| Aspen Capital Management, LLC | History | Reduced | 216,261 | 15,382 | 3.81% | 3.81% | 125 | -4,498 | -2.04% | Q1 2026 | Apr 17, 2026 |
| West Financial Advisors, LLC | History | Added to | 213,380 | 15,177 | 2.58% | 2.49% | 126 | +1,359 | 0.64% | Q1 2026 | Apr 08, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 208,517 | 14,831 | 0.03% | 0.03% | 127 | +8,232 | 4.11% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 205,699 | 14,631 | 0.46% | 0.45% | 128 | +2,590 | 1.28% | Q1 2026 | Apr 08, 2026 |
| BlackRock, Inc. | History | Added to | 204,147 | 14,520 | 0.0% | 0.0% | 129 | +116,946 | 134.11% | Q1 2026 | May 13, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 185,342 | 14,178 | 0.84% | 0.86% | 130 | +8,946 | 5.07% | Q1 2026 | May 14, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 197,841 | 14,072 | 4.52% | 4.53% | 131 | +9,312 | 4.94% | Q1 2026 | Apr 15, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 189,204 | 13,458 | 9.07% | 8.55% | 132 | +16,156 | 9.34% | Q1 2026 | Apr 13, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 188,244 | 13,389 | 2.45% | 2.35% | 133 | +3,605 | 1.95% | Q1 2026 | May 06, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 186,662 | 13,277 | 1.2% | 1.01% | 134 | +26,104 | 16.26% | Q1 2026 | May 04, 2026 |
| B&D White Capital Company, LLC | History | Added to | 186,312 | 13,252 | 1.64% | 1.26% | 135 | +29,927 | 19.14% | Q1 2026 | May 13, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 185,419 | 13,188 | 3.62% | 3.63% | 136 | +2,711 | 1.48% | Q1 2026 | May 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 185,127 | 13,168 | 1.15% | 1.13% | 137 | -1,323 | -0.71% | Q1 2026 | May 12, 2026 |
| CONNABLE OFFICE INC | History | New | 183,113 | 13,024 | 1.28% | — | 138 | +183,113 | New | Q1 2026 | Apr 29, 2026 |
| Syverson Strege & Co | History | Added to | 180,686 | 12,852 | 3.09% | 2.9% | 139 | +4,860 | 2.76% | Q1 2026 | May 04, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 179,512 | 12,768 | 3.64% | 3.39% | 140 | +5,760 | 3.32% | Q1 2026 | Apr 07, 2026 |
| American Investment Services, Inc. | History | Reduced | 179,294 | 12,753 | 2.84% | 2.94% | 141 | -2,696 | -1.48% | Q1 2026 | May 13, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 177,577 | 12,631 | 1.99% | 1.93% | 142 | +3,155 | 1.81% | Q1 2026 | Apr 21, 2026 |
| Burk Holdings LLC | History | Added to | 177,180 | 12,602 | 5.4% | 5.57% | 143 | +9,409 | 5.61% | Q1 2026 | May 07, 2026 |
| First Bancorp, Inc /ME/ | History | New | 177,129 | 12,599 | 6.26% | — | 144 | +177,129 | New | Q1 2026 | Apr 20, 2026 |
| Modern Wealth Management, LLC | History | Added to | 175,343 | 12,540 | 0.21% | 0.22% | 145 | +97 | 0.06% | Q1 2026 | May 14, 2026 |
| Summit Wealth Group, LLC | History | Added to | 173,634 | 12,350 | 2.83% | 2.73% | 146 | +5,532 | 3.29% | Q1 2026 | May 04, 2026 |
| One Capital Management, LLC | History | Added to | 173,609 | 12,348 | 0.34% | 0.34% | 147 | +13,690 | 8.56% | Q1 2026 | May 12, 2026 |
| JGP Wealth Management, LLC | History | Added to | 171,502 | 12,198 | 1.27% | 1.13% | 148 | +15,428 | 9.89% | Q1 2026 | Apr 08, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 170,374 | 12,118 | 2.47% | 2.32% | 149 | -12,985 | -7.08% | Q1 2026 | Apr 08, 2026 |
| Invst, LLC | History | Reduced | 167,769 | 11,933 | 1.35% | 1.31% | 150 | -5,114 | -2.96% | Q1 2026 | May 13, 2026 |
| Mendota Financial Group, LLC | History | Added to | 166,919 | 11,872 | 8.8% | 8.41% | 151 | +965 | 0.58% | Q1 2026 | Apr 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 164,578 | 11,706 | 0.03% | 0.03% | 152 | +14,979 | 10.01% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 168,970 | 11,691 | 0.42% | 0.46% | 153 | -3,048 | -1.77% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 163,998 | 11,665 | 0.01% | 0.0% | 154 | +74,997 | 84.27% | Q1 2026 | May 15, 2026 |
| Pioneer Wealth Management Group | History | Added to | 161,544 | 11,490 | 3.22% | 3.18% | 155 | +11,381 | 7.58% | Q1 2026 | Apr 08, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Added to | 144,794 | 10,929 | 2.99% | 2.81% | 156 | +10,032 | 7.44% | Q1 2026 | Apr 17, 2026 |
| MORGAN STANLEY | History | Reduced | 152,475 | 10,845 | 0.0% | 0.0% | 157 | -5,954 | -3.76% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 151,163 | 10,752 | 0.1% | 0.03% | 158 | +114,700 | 314.57% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Added to | 151,148 | 10,751 | 0.06% | 0.06% | 159 | +3,157 | 2.13% | Q1 2026 | May 15, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 150,899 | 10,733 | 1.02% | 0.88% | 160 | +15,878 | 11.76% | Q1 2026 | Apr 17, 2026 |
| WorthPointe, LLC | History | Reduced | 149,800 | 10,655 | 2.89% | 2.83% | 161 | -4,894 | -3.16% | Q1 2026 | May 12, 2026 |
| Wealth Management Partners, LLC | History | Added to | 148,155 | 10,538 | 3.01% | 2.75% | 162 | +10,130 | 7.34% | Q1 2026 | Apr 17, 2026 |
| DRAVO BAY LLC | History | Added to | 148,011 | 10,528 | 4.28% | 4.12% | 163 | +5,833 | 4.1% | Q1 2026 | May 07, 2026 |
| Daner Wealth Management, LLC | History | Reduced | 136,544 | 10,493 | 6.17% | 6.57% | 164 | -3,991 | -2.84% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 146,454 | 10,417 | 0.02% | 0.01% | 165 | +9,116 | 6.64% | Q1 2026 | May 14, 2026 |
| Forum Financial Management, LP | History | Reduced | 145,885 | 10,376 | 0.15% | 0.13% | 166 | -2,677 | -1.8% | Q1 2026 | Apr 23, 2026 |
| Envision Financial Planning, LLC | History | Added to | 144,622 | 10,287 | 3.72% | 3.77% | 167 | +1,560 | 1.09% | Q1 2026 | May 15, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 142,534 | 10,138 | 3.78% | 3.9% | 168 | -6,448 | -4.33% | Q1 2026 | Apr 13, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 141,955 | 10,097 | 0.77% | 0.91% | 169 | -18,357 | -11.45% | Q1 2026 | Apr 22, 2026 |
| Wood Tarver Financial Group, LLC | History | Added to | 140,453 | 9,990 | 2.76% | 2.66% | 170 | +4,544 | 3.34% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Reduced | 140,078 | 9,963 | 0.28% | 0.66% | 171 | -186,387 | -57.09% | Q1 2026 | May 13, 2026 |
| VeraBank, N.A. | History | Added to | 139,561 | 9,926 | 1.82% | 1.66% | 172 | +8,188 | 6.23% | Q1 2026 | May 11, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | Added to | 138,605 | 9,858 | 8.77% | 8.73% | 173 | +4,977 | 3.72% | Q1 2026 | May 12, 2026 |
| Gemmer Asset Management LLC | History | Added to | 138,382 | 9,843 | 0.78% | 0.72% | 174 | +3,920 | 2.92% | Q1 2026 | Apr 22, 2026 |
| Spire Wealth Management | History | Added to | 138,294 | 9,836 | 0.34% | 0.32% | 175 | +2,465 | 1.81% | Q1 2026 | Apr 22, 2026 |
| Granite Harbor Advisors, Inc. | History | Reduced | 135,602 | 9,645 | 4.21% | 4.12% | 176 | -4,377 | -3.13% | Q1 2026 | Apr 23, 2026 |
| Efficient Advisors, LLC | History | Reduced | 133,608 | 9,503 | 0.67% | 0.57% | 177 | -5,334 | -3.84% | Q1 2026 | Apr 29, 2026 |
| CGN Advisors LLC | History | Reduced | 133,362 | 9,486 | 0.75% | 0.75% | 178 | -3,163 | -2.32% | Q1 2026 | Apr 13, 2026 |
| GEM Asset Management, LLC | History | Added to | 132,834 | 9,448 | 4.17% | 3.98% | 179 | +8,952 | 7.23% | Q1 2026 | Apr 10, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 131,726 | 9,369 | 0.63% | 0.86% | 180 | -4,230 | -3.11% | Q1 2026 | May 07, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 131,644 | 9,363 | 0.6% | 0.59% | 181 | -310 | -0.23% | Q1 2026 | Apr 17, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 130,151 | 9,257 | 3.83% | 3.73% | 182 | +3,181 | 2.51% | Q1 2026 | Apr 17, 2026 |
| Waterfront Wealth Inc. | History | Added to | 129,928 | 9,241 | 1.7% | 1.76% | 183 | +5,680 | 4.57% | Q1 2026 | Apr 30, 2026 |
| Broadhurst Jeffrey B | History | Added to | 129,215 | 9,191 | 9.42% | 8.93% | 184 | +5,843 | 4.74% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 128,719 | 9,155 | 0.02% | 0.03% | 185 | -39,322 | -23.4% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 127,751 | 9,086 | 0.03% | 0.03% | 186 | +6,276 | 5.17% | Q1 2026 | Apr 30, 2026 |
| SB Capital Management Inc | History | No change | 129,672 | 9,034 | 3.31% | 3.31% | 187 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 125,358 | 8,916 | 1.21% | 1.31% | 188 | +54 | 0.04% | Q1 2026 | May 08, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 124,625 | 8,864 | 4.38% | 4.29% | 189 | +474 | 0.38% | Q1 2026 | Apr 30, 2026 |
| CURIO WEALTH, LLC | History | Added to | 124,050 | 8,823 | 3.02% | 2.93% | 190 | +8,061 | 6.95% | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | Added to | 123,092 | 8,755 | 0.23% | 0.22% | 191 | +10,581 | 9.4% | Q1 2026 | May 14, 2026 |
| Hardy Reed LLC | History | Added to | 123,006 | 8,749 | 0.64% | 0.6% | 192 | +1,545 | 1.27% | Q1 2026 | Apr 28, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 121,645 | 8,652 | 3.4% | 3.58% | 193 | -4,992 | -3.94% | Q1 2026 | Apr 17, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 118,168 | 8,405 | 1.61% | 1.67% | 194 | +172 | 0.15% | Q1 2026 | Apr 24, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 116,780 | 8,306 | 5.39% | 5.15% | 195 | +1,016 | 0.88% | Q1 2026 | May 06, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 116,589 | 8,289 | 3.9% | 4.21% | 196 | +6,592 | 5.99% | Q1 2026 | Apr 14, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 105,961 | 8,255 | 3.62% | 3.35% | 197 | +7,566 | 7.69% | Q1 2026 | May 11, 2026 |
| ASPIRIANT, LLC | History | Reduced | 114,934 | 8,175 | 0.23% | 0.23% | 198 | -548 | -0.47% | Q1 2026 | May 12, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 113,567 | 8,078 | 0.85% | 1.2% | 199 | +20,917 | 22.58% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 112,879 | 8,029 | 2.2% | 2.29% | 200 | -369 | -0.33% | Q1 2026 | May 13, 2026 |
| KPP Advisory Services LLC | History | Added to | 112,545 | 8,005 | 1.16% | 1.09% | 201 | +5,203 | 4.85% | Q1 2026 | Apr 24, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 109,426 | 7,783 | 2.0% | 1.89% | 202 | +5,982 | 5.78% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Added to | 109,400 | 7,781 | 0.04% | 0.04% | 203 | +1,578 | 1.46% | Q1 2026 | Apr 24, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 109,239 | 7,770 | 0.09% | — | 204 | +109,239 | New | Q1 2026 | May 15, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | Reduced | 109,135 | 7,763 | 5.64% | 5.75% | 205 | -728 | -0.66% | Q1 2026 | Apr 17, 2026 |
| Yardley Wealth Management LLC | History | Reduced | 108,545 | 7,720 | 3.96% | 4.1% | 206 | -2,061 | -1.86% | Q1 2026 | Apr 21, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Reduced | 105,784 | 7,524 | 2.25% | 2.26% | 207 | -423 | -0.4% | Q1 2026 | Apr 10, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 105,144 | 7,478 | 0.6% | 0.71% | 208 | -19,700 | -15.78% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 104,737 | 7,449 | 0.14% | 0.14% | 209 | -5,399 | -4.9% | Q1 2026 | Apr 17, 2026 |
| Aegis Wealth Management LLC | History | Added to | 103,932 | 7,392 | 4.23% | 3.98% | 210 | +2,904 | 2.87% | Q1 2026 | Apr 22, 2026 |
| Larson Financial Group LLC | History | Reduced | 103,863 | 7,387 | 0.24% | 0.26% | 211 | -7,006 | -6.32% | Q1 2026 | May 15, 2026 |
| Ruggaard & Associates LLC | History | Reduced | 103,859 | 7,387 | 2.93% | 2.92% | 212 | -2,599 | -2.44% | Q1 2026 | May 26, 2026 |
| Forza Wealth Management, LLC | History | Added to | 102,700 | 7,305 | 2.54% | 2.41% | 213 | +6,980 | 7.29% | Q1 2026 | Apr 30, 2026 |
| LAM GROUP, INC. | History | Reduced | 101,270 | 7,203 | 3.96% | 4.06% | 214 | -628 | -0.62% | Q1 2026 | Apr 22, 2026 |
| MBA Advisors LLC | History | Added to | 101,123 | 7,192 | 2.76% | 2.65% | 215 | +6,642 | 7.03% | Q1 2026 | Apr 20, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 100,116 | 7,121 | 4.26% | 3.72% | 216 | +10,319 | 11.49% | Q1 2026 | Apr 15, 2026 |
| Platform Technology Partners | History | Added to | 100,049 | 7,116 | 1.37% | 1.39% | 217 | +6,176 | 6.58% | Q1 2026 | Apr 27, 2026 |
| Kooman & Associates | History | Added to | 99,628 | 7,086 | 2.11% | 2.03% | 218 | +1,319 | 1.34% | Q1 2026 | Apr 21, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 99,256 | 7,060 | 4.76% | 4.74% | 219 | -65 | -0.07% | Q1 2026 | Apr 16, 2026 |
| Zhang Financial LLC | History | Added to | 97,668 | 6,947 | 0.24% | 0.23% | 220 | +9,015 | 10.17% | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 96,361 | 6,854 | 0.01% | 0.01% | 221 | -12,449 | -11.44% | Q1 2026 | May 14, 2026 |
| Navigoe, LLC | History | Added to | 96,191 | 6,842 | 4.04% | 4.12% | 222 | +297 | 0.31% | Q1 2026 | May 01, 2026 |
| CPA Asset Management Group, LLC | History | Added to | 94,211 | 6,701 | 2.25% | 2.06% | 223 | +9,908 | 11.75% | Q1 2026 | May 05, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 93,969 | 6,684 | 0.18% | 0.19% | 224 | -564 | -0.6% | Q1 2026 | May 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 93,796 | 6,671 | 0.05% | 0.05% | 225 | +5,560 | 6.3% | Q1 2026 | May 14, 2026 |
| Parker Financial LLC | History | Added to | 93,203 | 6,609 | 2.64% | 2.56% | 226 | +2,734 | 3.02% | Q1 2026 | Apr 21, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 93,075 | 6,484 | 0.59% | 0.68% | 227 | -2,819 | -2.94% | Q1 2026 | Apr 09, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Reduced | 90,962 | 6,470 | 4.84% | 3.63% | 228 | -2,106 | -2.26% | Q1 2026 | Apr 14, 2026 |
| KMT WEALTH MANAGEMENT, LLC | History | No change | 90,461 | 6,434 | 3.5% | 3.37% | 229 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 90,316 | 6,424 | 1.97% | 1.98% | 230 | -2,762 | -2.97% | Q1 2026 | May 11, 2026 |
| BUSH INVESTMENT GROUP, LLC | History | No change | 92,130 | 6,418 | 3.59% | 3.59% | 231 | 0 | 0.0% | Q4 2025 | Mar 05, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 90,005 | 6,402 | 0.22% | 0.27% | 232 | -26,414 | -22.69% | Q1 2026 | May 07, 2026 |
| Cordant, Inc. | History | Added to | 89,705 | 6,380 | 2.59% | 2.26% | 233 | +12,161 | 15.68% | Q1 2026 | Apr 13, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 86,959 | 6,185 | 1.39% | 1.49% | 234 | -5,967 | -6.42% | Q1 2026 | Apr 02, 2026 |
| Visionary Wealth Advisors | History | Reduced | 84,924 | 6,040 | 0.27% | 0.31% | 235 | -13,917 | -14.08% | Q1 2026 | May 13, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 84,903 | 6,039 | 0.46% | 0.36% | 236 | +8,614 | 11.29% | Q1 2026 | May 13, 2026 |
| Sageworth Trust Co of South Dakota | History | Added to | 82,822 | 5,891 | 4.67% | 4.68% | 237 | +570 | 0.69% | Q1 2026 | Apr 29, 2026 |
| Seneschal Advisors, LLC | History | Added to | 80,736 | 5,742 | 4.26% | 4.08% | 238 | +1,173 | 1.47% | Q1 2026 | May 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 80,548 | 5,729 | 0.07% | 0.01% | 239 | +66,592 | 477.16% | Q1 2026 | Apr 20, 2026 |
| SMI Advisory Services, LLC | History | Added to | 77,905 | 5,623 | 0.93% | 0.47% | 240 | +40,935 | 110.72% | Q1 2026 | Apr 07, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 78,897 | 5,611 | 0.46% | 0.48% | 241 | +835 | 1.07% | Q1 2026 | May 05, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 76,523 | 5,443 | 2.17% | 2.16% | 242 | +690 | 0.91% | Q1 2026 | Apr 24, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 75,992 | 5,405 | 0.75% | 0.73% | 243 | +801 | 1.07% | Q1 2026 | Apr 24, 2026 |
| First Financial Group Corp | History | Added to | 75,835 | 5,394 | 4.4% | 4.26% | 244 | +3,926 | 5.46% | Q1 2026 | Apr 22, 2026 |
| Navigate Wealth Management, LLC | History | New | 69,984 | 5,378 | 3.78% | — | 246 | +69,984 | New | Q1 2026 | Apr 27, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 75,608 | 5,378 | 2.59% | 2.56% | 245 | +789 | 1.05% | Q1 2026 | May 08, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 74,847 | 5,323 | 2.35% | 2.24% | 247 | +2,950 | 4.1% | Q1 2026 | Apr 06, 2026 |
| Frankly Finances, LLC | History | Added to | 73,891 | 5,255 | 4.76% | 4.87% | 248 | +240 | 0.33% | Q1 2026 | Apr 29, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 72,535 | 5,159 | 1.21% | 1.13% | 249 | +5,019 | 7.43% | Q1 2026 | May 07, 2026 |
| Well Done, LLC | History | Added to | 72,366 | 5,147 | 0.76% | 0.64% | 250 | +11,222 | 18.35% | Q1 2026 | Apr 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 72,158 | 5,132 | 0.01% | 0.01% | 251 | +279 | 0.39% | Q1 2026 | May 15, 2026 |
| Stadion Money Management, LLC | History | Reduced | 71,692 | 5,099 | 0.51% | 1.79% | 252 | -245,471 | -77.4% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 71,345 | 5,074 | 0.1% | 0.09% | 253 | +3,330 | 4.9% | Q1 2026 | May 12, 2026 |
| Napier Financial, LLC | History | Added to | 70,677 | 5,027 | 1.15% | 1.21% | 254 | +993 | 1.43% | Q1 2026 | May 05, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 69,990 | 4,978 | 0.68% | 0.63% | 255 | +4,287 | 6.52% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Added to | 69,646 | 4,953 | 0.24% | 0.22% | 256 | +3,991 | 6.08% | Q1 2026 | May 05, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 67,999 | 4,836 | 0.8% | 0.82% | 257 | -75 | -0.11% | Q1 2026 | May 08, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 65,963 | 4,691 | 0.13% | 0.1% | 258 | +12,207 | 22.71% | Q1 2026 | May 14, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 65,940 | 4,690 | 1.77% | 1.76% | 259 | -152 | -0.23% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 65,345 | 4,647 | 0.0% | 0.0% | 260 | +5,333 | 8.89% | Q1 2026 | May 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 65,254 | 4,641 | 0.03% | 0.02% | 261 | -2,647 | -3.9% | Q1 2026 | Apr 29, 2026 |
| Savvy Advisors, Inc. | History | Added to | 65,176 | 4,635 | 0.12% | 0.12% | 262 | +11,349 | 21.08% | Q1 2026 | May 11, 2026 |
| Grunden Financial Advisory, Inc. | History | No change | 65,786 | 4,583 | 1.79% | 1.79% | 263 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HUB Investment Partners, LLC | History | Added to | 63,633 | 4,526 | 0.11% | 0.07% | 264 | +25,225 | 65.68% | Q1 2026 | May 15, 2026 |
| TME FINANCIAL, INC. | History | Added to | 63,324 | 4,504 | 3.12% | 3.07% | 265 | +503 | 0.8% | Q1 2026 | May 12, 2026 |
| DBK Financial Counsel, LLC | History | No change | 64,557 | 4,497 | 3.45% | 3.45% | 266 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| DiPaolo Financial Group, Inc. | History | Added to | 62,759 | 4,464 | 3.25% | 3.94% | 267 | +9,651 | 18.17% | Q1 2026 | Apr 23, 2026 |
| FMB WEALTH MANAGEMENT | History | Reduced | 62,710 | 4,460 | 1.85% | 1.79% | 268 | -2,234 | -3.44% | Q1 2026 | Apr 15, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 62,424 | 4,440 | 3.74% | 3.8% | 269 | +534 | 0.86% | Q1 2026 | Apr 21, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 62,168 | 4,422 | 1.89% | 1.91% | 270 | -2,111 | -3.28% | Q1 2026 | May 15, 2026 |
| Strategent Financial, LLC | History | Added to | 61,307 | 4,360 | 2.96% | 2.51% | 271 | +4,402 | 7.74% | Q1 2026 | Apr 20, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 61,084 | 4,344 | 4.09% | 3.92% | 272 | +2,881 | 4.95% | Q1 2026 | May 07, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 60,377 | 4,294 | 0.09% | 0.08% | 273 | +4,043 | 7.18% | Q1 2026 | Apr 15, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 60,372 | 4,294 | 1.51% | 1.54% | 274 | -329 | -0.54% | Q1 2026 | Apr 08, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 60,301 | 4,289 | 0.49% | 0.46% | 275 | +2,832 | 4.93% | Q1 2026 | May 01, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 58,839 | 4,185 | 0.8% | 0.76% | 276 | +1,100 | 1.91% | Q1 2026 | Apr 22, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 58,767 | 4,180 | 0.02% | 0.03% | 277 | -10,149 | -14.73% | Q1 2026 | May 05, 2026 |
| CLG LLC | History | Added to | 58,575 | 4,166 | 1.03% | 0.97% | 278 | +2,375 | 4.23% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 58,253 | 4,143 | 0.08% | 0.08% | 279 | -128 | -0.22% | Q1 2026 | May 14, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 58,192 | 4,139 | 0.07% | 0.11% | 280 | -4,472 | -7.14% | Q1 2026 | May 11, 2026 |
| BWM Planning, LLC | History | Reduced | 58,133 | 4,135 | 1.09% | 1.37% | 281 | -15,204 | -20.73% | Q1 2026 | Apr 21, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 57,507 | 4,090 | 0.62% | 0.61% | 282 | +579 | 1.02% | Q1 2026 | Apr 22, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 57,292 | 4,075 | 1.41% | 1.32% | 283 | +4,596 | 8.72% | Q1 2026 | Apr 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 56,608 | 4,026 | 0.04% | 0.05% | 284 | -1,177 | -2.04% | Q1 2026 | Apr 20, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 56,436 | 4,014 | 0.41% | 0.4% | 285 | -90 | -0.16% | Q1 2026 | May 12, 2026 |
| Aspen Wealth Management LLC | History | Added to | 55,851 | 3,972 | 0.79% | 0.67% | 286 | +9,882 | 21.5% | Q1 2026 | Apr 01, 2026 |
| COMMERCE BANK | History | Added to | 55,650 | 3,958 | 0.02% | 0.0% | 287 | +43,559 | 360.26% | Q1 2026 | May 11, 2026 |
| BCM ADVISORS, LLC | History | Added to | 51,591 | 3,958 | 0.78% | 0.71% | 288 | +1,507 | 3.01% | Q1 2026 | May 05, 2026 |
| Altura Wealth Advisors Inc. | History | Reduced | 54,768 | 3,895 | 1.7% | 2.92% | 289 | -42,727 | -43.82% | Q1 2026 | May 12, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 54,564 | 3,881 | 0.17% | 0.07% | 290 | +29,353 | 116.43% | Q1 2026 | May 11, 2026 |
| Adelphi Trust Co | History | Added to | 54,556 | 3,880 | 3.16% | 2.87% | 291 | +4,158 | 8.25% | Q1 2026 | Apr 01, 2026 |
| GK Wealth Management LLC | History | New | 55,948 | 3,871 | 3.37% | — | 293 | +55,948 | New | Q1 2026 | Apr 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | Added to | 55,948 | 3,871 | 3.37% | 2.79% | 292 | +13,176 | 30.81% | Q1 2026 | Apr 07, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 53,863 | 3,831 | 0.23% | 0.24% | 294 | -3,363 | -5.88% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Reduced | 53,208 | 3,784 | 0.03% | 0.03% | 295 | -2,537 | -4.55% | Q1 2026 | Apr 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 52,499 | 3,765 | 0.12% | 0.01% | 296 | +48,983 | 1393.15% | Q1 2026 | Apr 08, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 52,865 | 3,760 | 1.56% | 1.56% | 297 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Jacobi Capital Management LLC | History | Added to | 52,248 | 3,716 | 0.21% | 0.19% | 298 | +5,281 | 11.24% | Q1 2026 | May 13, 2026 |
| DeLarme Wealth Management, Inc. | History | Reduced | 52,057 | 3,702 | 2.38% | 2.66% | 299 | -1,621 | -3.02% | Q1 2026 | Apr 23, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 51,092 | 3,634 | 1.03% | 1.06% | 300 | +1,530 | 3.09% | Q1 2026 | Apr 27, 2026 |