Dimensional ETF Trust - DFAT
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 | Reduced | 13,521,487 | 844,416 | 0.57% | 0.58% | 1 | -186,197 | -1.36% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Reduced | 13,144,184 | 821,929 | 0.91% | 0.9% | 2 | -140,019 | -1.05% | Q1 2026 | May 14, 2026 |
| Forum Financial Management, LP | History | Added to | 10,349,578 | 646,331 | 9.14% | 7.91% | 3 | +142,102 | 1.39% | Q1 2026 | Apr 23, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 6,383,799 | 398,668 | 17.94% | 18.0% | 4 | -58,833 | -0.91% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 5,716,140 | 356,949 | 3.6% | 3.87% | 5 | +421,317 | 7.96% | Q1 2026 | May 13, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 5,517,252 | 344,552 | 4.95% | 5.1% | 6 | +186,835 | 3.51% | Q1 2026 | Apr 10, 2026 |
| Savant Capital, LLC | History | Reduced | 4,783,669 | 298,740 | 1.44% | 1.64% | 7 | -47,131 | -0.98% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 4,301,015 | 268,598 | 1.32% | 1.29% | 8 | +117,544 | 2.81% | Q1 2026 | May 14, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 2,840,246 | 183,508 | 16.51% | 16.52% | 9 | +6,295 | 0.22% | Q1 2026 | Apr 29, 2026 |
| Corient Private Wealth LLC | History | Reduced | 2,644,999 | 164,729 | 0.24% | 0.22% | 10 | -73,202 | -2.69% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | No change | 2,600,142 | 154,812 | 10.16% | 10.16% | 11 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Apella Capital, LLC | History | Added to | 2,132,827 | 141,257 | 2.1% | 1.94% | 12 | +483,687 | 29.33% | Q1 2026 | Apr 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,048,713 | 127,942 | 0.04% | 0.03% | 13 | +269,872 | 15.17% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,800,523 | 112,442 | 0.12% | 0.12% | 14 | -48,119 | -2.6% | Q1 2026 | May 05, 2026 |
| Trust Co of the South | History | Reduced | 1,790,490 | 111,816 | 17.98% | 17.43% | 15 | -30,248 | -1.66% | Q1 2026 | Apr 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,552,638 | 96,962 | 0.14% | 0.13% | 16 | +128,599 | 9.03% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,531,232 | 95,625 | 0.01% | 0.01% | 17 | +225,621 | 17.28% | Q1 2026 | May 15, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 1,495,511 | 93,394 | 6.24% | 7.89% | 18 | +37,651 | 2.58% | Q1 2026 | May 07, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 1,432,301 | 92,655 | 21.56% | 21.04% | 19 | +34,647 | 2.48% | Q1 2026 | Apr 10, 2026 |
| Truepoint, Inc. | History | Reduced | 1,481,170 | 92,499 | 2.06% | 2.02% | 20 | -23,499 | -1.56% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,491,922 | 91,335 | 3.3% | 3.24% | 21 | +72,313 | 5.09% | Q1 2026 | May 15, 2026 |
| Plancorp, LLC | History | Reduced | 1,394,118 | 90,073 | 2.56% | 2.59% | 22 | -45,267 | -3.14% | Q1 2026 | Apr 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 1,373,292 | 85,762 | 0.48% | 0.44% | 23 | +33,366 | 2.49% | Q1 2026 | Apr 30, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 1,357,119 | 84,752 | 7.74% | 7.98% | 24 | -9,762 | -0.71% | Q1 2026 | Apr 24, 2026 |
| LPL Financial LLC | History | Reduced | 1,210,319 | 75,584 | 0.02% | 0.02% | 25 | -50,649 | -4.02% | Q1 2026 | May 06, 2026 |
| Premier Financial Group | History | Reduced | 1,186,639 | 74,805 | 12.74% | 18.53% | 26 | -2,550 | -0.21% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 1,125,679 | 70,298 | 0.1% | 0.09% | 27 | +53,406 | 4.98% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,078,809 | 67,706 | 0.14% | 0.17% | 28 | -934,455 | -46.41% | Q1 2026 | Apr 08, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 1,080,817 | 67,497 | 3.62% | 3.48% | 29 | -2,890 | -0.27% | Q1 2026 | Apr 08, 2026 |
| Sensible Money, LLC | History | Added to | 1,068,341 | 66,717 | 20.3% | 19.41% | 30 | +47,433 | 4.65% | Q1 2026 | Apr 21, 2026 |
| Allworth Financial LP | History | Added to | 1,047,209 | 65,398 | 0.27% | 0.25% | 31 | +39,264 | 3.9% | Q1 2026 | May 14, 2026 |
| Team Hewins, LLC | History | Reduced | 920,291 | 57,472 | 17.08% | 17.76% | 32 | -5,485 | -0.59% | Q1 2026 | Apr 30, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 914,073 | 57,083 | 0.99% | 0.97% | 33 | -4,312 | -0.47% | Q1 2026 | May 04, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 912,352 | 56,976 | 13.97% | 15.2% | 34 | +44,431 | 5.12% | Q1 2026 | Apr 13, 2026 |
| Mariner, LLC | History | Added to | 854,684 | 53,362 | 0.06% | 0.06% | 35 | +16,009 | 1.91% | Q1 2026 | May 13, 2026 |
| Great Waters Wealth Management | History | Added to | 853,409 | 53,295 | 5.64% | 5.39% | 36 | +30,020 | 3.65% | Q1 2026 | Apr 17, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Reduced | 835,709 | 52,190 | 20.78% | 20.43% | 37 | -5,011 | -0.6% | Q1 2026 | Apr 24, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 813,483 | 50,802 | 1.68% | 1.56% | 38 | +20,578 | 2.6% | Q1 2026 | Apr 22, 2026 |
| RW Investment Management LLC | History | New | 762,703 | 47,630 | 4.61% | — | 39 | +762,703 | New | Q1 2026 | Apr 28, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 757,816 | 47,325 | 3.43% | 3.1% | 40 | -49,367 | -6.12% | Q1 2026 | Apr 16, 2026 |
| Three Arch Wealth Management LLC | History | Reduced | 738,026 | 46,089 | 8.29% | 8.3% | 41 | -6,225 | -0.84% | Q1 2026 | May 06, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 733,725 | 45,821 | 0.55% | 0.51% | 42 | -9,673 | -1.3% | Q1 2026 | May 06, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 731,710 | 45,695 | 4.33% | 4.09% | 43 | +32,215 | 4.61% | Q1 2026 | May 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 757,412 | 45,096 | 2.18% | 2.12% | 44 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 687,802 | 42,953 | 0.01% | 0.01% | 45 | +73,716 | 12.0% | Q1 2026 | May 04, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Reduced | 687,667 | 42,944 | 8.23% | 8.33% | 46 | -2,818 | -0.41% | Q1 2026 | Apr 24, 2026 |
| Cetera Investment Advisers | History | Added to | 650,733 | 40,638 | 0.04% | 0.04% | 47 | +25,454 | 4.07% | Q1 2026 | May 13, 2026 |
| Tumwater Wealth Management, LLC | History | Reduced | 628,735 | 39,264 | 15.79% | 15.31% | 48 | -2,352 | -0.37% | Q1 2026 | Apr 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 633,944 | 39,013 | 0.02% | 0.02% | 49 | +190,492 | 42.96% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 625,136 | 38,270 | 0.0% | 0.0% | 50 | -20,856 | -3.23% | Q1 2026 | May 13, 2026 |
| Richard Young Associates, Ltd. | History | Added to | 558,976 | 34,908 | 26.51% | 25.75% | 51 | +5,266 | 0.95% | Q1 2026 | May 07, 2026 |
| Aspen Wealth Management LLC | History | Added to | 536,210 | 33,486 | 6.68% | 6.56% | 52 | +11,239 | 2.14% | Q1 2026 | Apr 01, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 521,617 | 32,574 | 8.64% | 8.57% | 53 | -6,364 | -1.21% | Q1 2026 | May 05, 2026 |
| Financial Harvest, LLC | History | Added to | 507,634 | 31,701 | 18.67% | 17.92% | 54 | +20,210 | 4.15% | Q1 2026 | May 05, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 488,594 | 30,512 | 3.12% | 3.15% | 55 | +5,937 | 1.23% | Q1 2026 | Apr 30, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 484,876 | 30,280 | 2.06% | 2.04% | 56 | -11,972 | -2.41% | Q1 2026 | May 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 483,448 | 30,191 | 0.57% | 0.57% | 57 | -22,607 | -4.47% | Q1 2026 | May 01, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 479,391 | 29,937 | 0.2% | 0.2% | 58 | -5,893 | -1.21% | Q1 2026 | May 07, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 470,810 | 29,402 | 1.56% | 1.57% | 59 | -7,090 | -1.48% | Q1 2026 | Apr 27, 2026 |
| Planning Center, Inc. | History | Added to | 467,598 | 29,201 | 2.96% | 2.8% | 60 | +6,460 | 1.4% | Q1 2026 | Apr 28, 2026 |
| ASSETMARK, INC | History | Added to | 467,017 | 29,165 | 0.06% | 0.06% | 61 | +9,585 | 2.1% | Q1 2026 | May 06, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 457,022 | 28,540 | 1.11% | 1.05% | 62 | +30,644 | 7.19% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 452,454 | 28,255 | 0.0% | 0.0% | 63 | +11,589 | 2.63% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 451,757 | 28,212 | 0.04% | 0.03% | 64 | +22,625 | 5.27% | Q1 2026 | Apr 27, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 446,289 | 27,870 | 2.2% | 2.02% | 65 | +33,660 | 8.16% | Q1 2026 | May 01, 2026 |
| NorthAvenue LLC | History | Reduced | 440,921 | 27,535 | 21.89% | 22.01% | 66 | -5,702 | -1.28% | Q1 2026 | Apr 15, 2026 |
| AE Wealth Management LLC | History | Added to | 440,572 | 27,513 | 0.15% | 0.15% | 67 | +13,208 | 3.09% | Q1 2026 | May 13, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 440,537 | 27,511 | 4.97% | 4.82% | 68 | +13,368 | 3.13% | Q1 2026 | Apr 13, 2026 |
| Babb Wealth Advisors LLC | History | Added to | 438,199 | 27,365 | 14.96% | 14.4% | 69 | +9,636 | 2.25% | Q1 2026 | May 14, 2026 |
| Squire Investment Management Company, LLC | History | Reduced | 433,098 | 27,046 | 7.52% | 7.81% | 70 | -192 | -0.04% | Q1 2026 | Apr 24, 2026 |
| Watchman Group, Inc. | History | Reduced | 430,509 | 26,885 | 6.51% | 6.15% | 71 | -2,153 | -0.5% | Q1 2026 | Apr 20, 2026 |
| Disciplined Equity Management, Inc. | History | Reduced | 414,170 | 25,864 | 13.0% | 12.89% | 72 | -3,783 | -0.91% | Q1 2026 | Apr 28, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 408,979 | 25,540 | 3.15% | 3.17% | 73 | -15,690 | -3.69% | Q1 2026 | Apr 23, 2026 |
| Meritas Wealth Management, LLC | History | Reduced | 405,032 | 25,294 | 11.44% | 11.75% | 74 | -5,358 | -1.31% | Q1 2026 | Apr 09, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 396,894 | 24,786 | 3.37% | 3.53% | 75 | +485 | 0.12% | Q1 2026 | May 08, 2026 |
| Foster Group, Inc. | History | Reduced | 394,234 | 24,619 | 0.73% | 0.72% | 76 | -7,730 | -1.92% | Q1 2026 | Apr 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 390,998 | 24,417 | 0.01% | 0.01% | 77 | +94,828 | 32.02% | Q1 2026 | May 15, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 390,016 | 24,356 | 8.24% | 6.85% | 78 | +38,407 | 10.92% | Q1 2026 | Apr 08, 2026 |
| Allen Capital Group, LLC | History | No change | 408,773 | 24,338 | 2.23% | 2.23% | 79 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 389,508 | 24,324 | 11.88% | 11.54% | 80 | -6,757 | -1.71% | Q1 2026 | May 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 375,683 | 23,461 | 0.73% | 0.72% | 81 | -6,089 | -1.59% | Q1 2026 | Apr 27, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 373,958 | 23,353 | 6.55% | 6.48% | 82 | -338,051 | -47.48% | Q1 2026 | Apr 16, 2026 |
| Elser Financial Planning, Inc | History | New | 369,253 | 22,932 | 1.11% | — | 83 | +369,253 | New | Q1 2026 | Apr 15, 2026 |
| Betterment LLC | History | Added to | 366,700 | 22,900 | 0.04% | 0.04% | 84 | +9,360 | 2.62% | Q1 2026 | May 14, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Added to | 364,328 | 22,752 | 7.71% | 7.75% | 85 | +2,283 | 0.63% | Q1 2026 | Apr 23, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 364,224 | 22,745 | 6.24% | 5.95% | 86 | +14,192 | 4.05% | Q1 2026 | May 13, 2026 |
| Guardian Wealth Management, LLC | History | Reduced | 357,069 | 22,298 | 6.76% | 6.83% | 87 | -4,684 | -1.29% | Q1 2026 | Apr 23, 2026 |
| Triune Financial Partners, LLC | History | Added to | 355,699 | 22,213 | 5.28% | 5.22% | 88 | +3,694 | 1.05% | Q1 2026 | Apr 30, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 349,645 | 21,834 | 2.9% | 2.7% | 89 | +59,110 | 20.35% | Q1 2026 | Apr 08, 2026 |
| Visionary Wealth Advisors | History | Added to | 346,639 | 21,647 | 0.96% | 0.91% | 90 | +7,091 | 2.09% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Reduced | 345,563 | 21,580 | 0.26% | 0.27% | 91 | -7,838 | -2.22% | Q1 2026 | May 12, 2026 |
| Tillman Hartley LLC | History | Reduced | 340,562 | 21,268 | 5.34% | 5.16% | 92 | -4,982 | -1.44% | Q1 2026 | May 08, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 336,665 | 21,024 | 0.08% | 0.09% | 93 | -70,274 | -17.27% | Q1 2026 | May 11, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 327,391 | 20,444 | 5.14% | 4.94% | 94 | +1,076 | 0.33% | Q1 2026 | Apr 09, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 325,680 | 20,338 | 0.04% | 0.04% | 95 | -16,808 | -4.91% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 340,948 | 20,300 | 0.13% | 0.14% | 96 | -1,408 | -0.41% | Q1 2026 | May 15, 2026 |
| RS CRUM INC. | History | Reduced | 321,946 | 20,105 | 3.89% | 3.83% | 97 | -195 | -0.06% | Q1 2026 | Apr 15, 2026 |
| Kilner Capital Advisors, LLC | History | Reduced | 318,180 | 19,870 | 19.04% | 18.46% | 98 | -6,621 | -2.04% | Q1 2026 | May 11, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 317,234 | 19,811 | 1.58% | 1.49% | 99 | +11,460 | 3.75% | Q1 2026 | May 15, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 310,500 | 19,390 | 11.12% | 11.11% | 100 | +9,171 | 3.04% | Q1 2026 | Apr 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 307,099 | 19,178 | 0.1% | 0.12% | 101 | +12,177 | 4.13% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 306,813 | 19,160 | 0.03% | 0.02% | 102 | +16,739 | 5.77% | Q1 2026 | Apr 27, 2026 |
| Prism Advisors, Inc. | History | Reduced | 303,139 | 18,931 | 5.05% | 5.15% | 103 | -21,271 | -6.56% | Q1 2026 | Apr 23, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Added to | 299,441 | 18,700 | 8.35% | 8.19% | 104 | +9,041 | 3.11% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 298,819 | 18,661 | 0.01% | 0.01% | 105 | +90,505 | 43.45% | Q1 2026 | May 07, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 297,224 | 18,561 | 7.46% | 8.07% | 106 | -34,488 | -10.4% | Q1 2026 | Apr 20, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 294,502 | 18,391 | 2.37% | 2.32% | 107 | -1,049 | -0.35% | Q1 2026 | Apr 16, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 294,144 | 18,369 | 0.35% | 0.33% | 108 | +959 | 0.33% | Q1 2026 | May 12, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Reduced | 289,809 | 18,098 | 13.55% | 9.75% | 109 | -2,410 | -0.82% | Q1 2026 | Apr 14, 2026 |
| WPWealth LLP | History | Reduced | 285,092 | 17,803 | 2.72% | 2.76% | 110 | -10,868 | -3.67% | Q1 2026 | May 11, 2026 |
| LIBRA WEALTH LLC | History | Reduced | 280,077 | 17,490 | 4.93% | 4.98% | 111 | -19,099 | -6.38% | Q1 2026 | Apr 28, 2026 |
| Aspen Capital Management, LLC | History | Reduced | 277,274 | 17,315 | 4.29% | 4.32% | 112 | -15,561 | -5.31% | Q1 2026 | Apr 17, 2026 |
| Tiller Private Wealth, Inc. | History | Added to | 275,994 | 17,235 | 6.12% | 5.73% | 113 | +5,467 | 2.02% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 271,234 | 16,939 | 0.0% | 0.0% | 114 | +43,688 | 19.2% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 268,647 | 16,828 | 0.16% | 0.14% | 115 | +41,953 | 18.51% | Q1 2026 | Apr 07, 2026 |
| BlackRock, Inc. | History | Added to | 254,576 | 15,898 | 0.0% | 0.0% | 116 | +109,783 | 75.82% | Q1 2026 | May 13, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 253,090 | 15,805 | 1.77% | 1.72% | 117 | -3,516 | -1.37% | Q1 2026 | Apr 08, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 253,054 | 15,803 | 0.1% | 0.07% | 118 | +60,314 | 31.29% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 250,961 | 15,673 | 0.04% | 0.03% | 119 | +83,426 | 49.8% | Q1 2026 | Apr 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 249,454 | 15,578 | 0.12% | 0.12% | 120 | +20,003 | 8.72% | Q1 2026 | Apr 07, 2026 |
| Graver Capital Management, LLC | History | Added to | 246,466 | 15,391 | 11.69% | 11.01% | 121 | +12,322 | 5.26% | Q1 2026 | Apr 23, 2026 |
| MORGAN STANLEY | History | Added to | 245,242 | 15,315 | 0.0% | 0.0% | 122 | +9,608 | 4.08% | Q1 2026 | May 15, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | Added to | 236,033 | 14,740 | 13.11% | 12.86% | 123 | +5,674 | 2.46% | Q1 2026 | May 12, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 234,976 | 14,674 | 2.42% | 2.42% | 124 | -1,177 | -0.5% | Q1 2026 | May 08, 2026 |
| McLean Asset Management Corp | History | Reduced | 230,975 | 14,424 | 2.52% | 2.64% | 125 | -3,096 | -1.32% | Q1 2026 | Apr 22, 2026 |
| OLIO Financial Planning | History | Added to | 230,282 | 14,381 | 3.98% | 3.78% | 126 | +3,895 | 1.72% | Q1 2026 | Apr 14, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 222,944 | 13,922 | 9.39% | 9.23% | 127 | -3,184 | -1.41% | Q1 2026 | Apr 16, 2026 |
| HMV Wealth Advisors, LLC | History | Reduced | 221,567 | 13,836 | 6.5% | 6.7% | 128 | -3,475 | -1.54% | Q1 2026 | Apr 14, 2026 |
| Navigoe, LLC | History | Reduced | 221,400 | 13,826 | 8.17% | 8.29% | 129 | -4,288 | -1.9% | Q1 2026 | May 01, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 216,534 | 13,522 | 3.48% | 3.26% | 130 | +7,541 | 3.61% | Q1 2026 | May 01, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Added to | 215,344 | 13,448 | 3.79% | 3.43% | 131 | +2,485 | 1.17% | Q1 2026 | Apr 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 214,991 | 13,426 | 0.43% | 0.46% | 132 | -14,923 | -6.49% | Q1 2026 | May 15, 2026 |
| Wealth Management Nebraska | History | Reduced | 214,986 | 13,425 | 1.36% | 1.47% | 133 | -1,201 | -0.56% | Q1 2026 | May 15, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 210,687 | 13,157 | 1.74% | 1.69% | 134 | +9,731 | 4.84% | Q1 2026 | Apr 13, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Reduced | 206,222 | 12,878 | 7.7% | 7.9% | 135 | -17,079 | -7.65% | Q1 2026 | Apr 15, 2026 |
| Capstone Wealth Management, LLC | History | Reduced | 202,801 | 12,664 | 8.83% | 8.83% | 136 | -408 | -0.2% | Q1 2026 | Apr 16, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 199,697 | 12,471 | 0.26% | 0.23% | 137 | +7,604 | 3.96% | Q1 2026 | May 15, 2026 |
| Crestmont Private Wealth LLC | History | Added to | 194,754 | 12,162 | 3.83% | 3.67% | 138 | +5,252 | 2.77% | Q1 2026 | May 08, 2026 |
| Navigation Group, LLC | History | New | 192,976 | 12,051 | 2.82% | — | 139 | +192,976 | New | Q1 2026 | May 05, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 190,210 | 11,878 | 1.28% | 1.31% | 140 | -4,812 | -2.47% | Q1 2026 | Apr 14, 2026 |
| ASPIRIANT, LLC | History | Reduced | 188,313 | 11,760 | 0.33% | 0.33% | 141 | -2,927 | -1.53% | Q1 2026 | May 12, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 187,209 | 11,691 | 2.84% | 2.53% | 142 | +14,513 | 8.4% | Q1 2026 | Apr 10, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Reduced | 185,260 | 11,569 | 5.44% | 6.1% | 143 | -1,672 | -0.89% | Q1 2026 | Apr 14, 2026 |
| PINNEY & SCOFIELD, INC. | History | Reduced | 179,854 | 11,231 | 6.06% | 6.1% | 144 | -781 | -0.43% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 178,309 | 11,135 | 0.38% | 0.35% | 145 | +2,218 | 1.26% | Q1 2026 | Apr 22, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 175,817 | 10,979 | 0.31% | 0.27% | 146 | -938 | -0.53% | Q1 2026 | Apr 28, 2026 |
| SOL Capital Management CO | History | Added to | 222,309 | 10,968 | 5.32% | 0.22% | 147 | +180,949 | 437.5% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 174,031 | 10,869 | 0.02% | 0.02% | 148 | -12,850 | -6.88% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 172,657 | 10,782 | 0.03% | 0.03% | 149 | -35,874 | -17.2% | Q1 2026 | May 04, 2026 |
| Disciplined Investments, LLC | History | Added to | 170,123 | 10,624 | 3.81% | 3.76% | 150 | +5,973 | 3.64% | Q1 2026 | May 12, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 168,765 | 10,539 | 5.44% | 4.97% | 151 | +14,569 | 9.45% | Q1 2026 | Apr 10, 2026 |
| VANCE WEALTH, LLC | History | Added to | 166,376 | 10,390 | 3.0% | 2.9% | 152 | +2,530 | 1.54% | Q1 2026 | May 15, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 158,233 | 9,881 | 1.14% | 1.17% | 153 | +632 | 0.4% | Q1 2026 | May 08, 2026 |
| Efficient Advisors, LLC | History | Reduced | 155,140 | 9,688 | 0.69% | 0.57% | 154 | -10,141 | -6.14% | Q1 2026 | Apr 29, 2026 |
| Pioneer Wealth Management Group | History | Added to | 153,733 | 9,600 | 2.69% | 2.6% | 155 | +9,694 | 6.73% | Q1 2026 | Apr 08, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 151,851 | 9,483 | 2.51% | 2.4% | 156 | -2,030 | -1.32% | Q1 2026 | Apr 27, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 151,216 | 9,443 | 0.06% | 0.06% | 157 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 149,816 | 9,356 | 1.54% | 1.53% | 158 | -6,945 | -4.43% | Q1 2026 | Apr 29, 2026 |
| Lutz Financial Services LLC | History | Reduced | 149,514 | 9,337 | 0.63% | 0.62% | 159 | -2,780 | -1.83% | Q1 2026 | May 04, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 148,439 | 9,270 | 5.42% | 5.35% | 160 | -473 | -0.32% | Q1 2026 | May 07, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 147,118 | 9,187 | 0.53% | 0.49% | 161 | +282 | 0.19% | Q1 2026 | Apr 20, 2026 |
| Veratis Advisors, Inc. | History | No change | 166,704 | 9,162 | 7.25% | 7.25% | 162 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Twin Cities Retirement Group LLC | History | Added to | 145,353 | 9,077 | 8.3% | 7.89% | 163 | +8,092 | 5.9% | Q1 2026 | Apr 14, 2026 |
| American Investment Services, Inc. | History | Reduced | 142,654 | 8,908 | 1.99% | 2.01% | 164 | -2,813 | -1.93% | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 141,760 | 8,852 | 0.09% | 0.09% | 165 | -8,489 | -5.65% | Q1 2026 | Apr 13, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 138,540 | 8,651 | 2.24% | 2.16% | 166 | -2,025 | -1.44% | Q1 2026 | Apr 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 138,435 | 8,645 | 0.02% | 0.02% | 167 | -10,601 | -7.11% | Q1 2026 | May 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 137,315 | 8,562 | 2.07% | 1.95% | 168 | +1,080 | 0.79% | Q1 2026 | May 01, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 136,618 | 8,531 | 2.85% | 2.79% | 169 | -5,494 | -3.87% | Q1 2026 | Apr 14, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 135,612 | 8,468 | 3.56% | 3.75% | 170 | -13,416 | -9.0% | Q1 2026 | May 15, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 134,174 | 8,379 | 1.05% | 1.05% | 171 | -2,783 | -2.03% | Q1 2026 | May 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 133,937 | 8,364 | 0.9% | 0.88% | 172 | -1,216 | -0.9% | Q1 2026 | Apr 08, 2026 |
| City State Bank | History | Added to | 133,825 | 8,357 | 2.17% | 1.98% | 173 | +12,206 | 10.04% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 133,762 | 8,353 | 0.03% | 0.03% | 174 | +30,340 | 29.34% | Q1 2026 | Apr 30, 2026 |
| Avondale Wealth Management | History | Added to | 133,485 | 8,336 | 4.1% | 3.92% | 175 | +5,320 | 4.15% | Q1 2026 | Apr 14, 2026 |
| SCRATCH CAPITAL LLC | History | Reduced | 131,820 | 8,232 | 4.71% | 5.14% | 176 | -238 | -0.18% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 131,220 | 8,194 | 0.09% | 0.09% | 177 | +2,916 | 2.27% | Q1 2026 | Apr 28, 2026 |
| Lakeshore Financial Planning, Inc. | History | Added to | 129,865 | 8,110 | 2.94% | 2.62% | 178 | +6,793 | 5.52% | Q1 2026 | May 07, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 128,806 | 8,043 | 0.1% | 0.11% | 179 | +2,241 | 1.77% | Q1 2026 | Apr 23, 2026 |
| Rather & Kittrell, Inc. | History | Reduced | 126,465 | 7,897 | 1.22% | 1.23% | 180 | -1,785 | -1.39% | Q1 2026 | May 12, 2026 |
| SB Capital Management Inc | History | No change | 130,198 | 7,752 | 2.84% | 2.84% | 181 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Timonier Family Office, LTD. | History | No change | 128,151 | 7,630 | 2.42% | 2.42% | 182 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Mason Investment Advisory Services, Inc. | History | Added to | 120,255 | 7,509 | 0.35% | 0.34% | 183 | +30 | 0.02% | Q1 2026 | May 14, 2026 |
| Annandale Capital, LLC | History | Reduced | 119,543 | 7,465 | 1.05% | 0.85% | 184 | -1,386 | -1.15% | Q1 2026 | May 15, 2026 |
| SACHEM HILL LLC | History | Reduced | 117,577 | 7,342 | 1.42% | 1.38% | 185 | -1,552 | -1.3% | Q1 2026 | May 13, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 117,161 | 7,316 | 2.28% | 2.24% | 186 | -8,323 | -6.63% | Q1 2026 | Apr 17, 2026 |
| Zhang Financial LLC | History | Reduced | 116,225 | 7,258 | 0.25% | 0.29% | 187 | -15,570 | -11.81% | Q1 2026 | May 06, 2026 |
| Capstone Wealth Management, Inc. | History | Added to | 111,193 | 6,989 | 5.93% | 5.23% | 188 | +10,999 | 10.98% | Q1 2026 | May 15, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 111,791 | 6,981 | 2.33% | 2.49% | 189 | +318 | 0.29% | Q1 2026 | May 13, 2026 |
| Seneschal Advisors, LLC | History | Added to | 110,160 | 6,879 | 5.11% | 4.79% | 190 | +838 | 0.77% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 106,634 | 6,659 | 0.02% | 0.02% | 191 | +9,961 | 10.3% | Q1 2026 | May 14, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 105,387 | 6,581 | 2.67% | 2.73% | 192 | +1,253 | 1.2% | Q1 2026 | Apr 30, 2026 |
| FMB WEALTH MANAGEMENT | History | Reduced | 105,287 | 6,575 | 2.72% | 2.49% | 193 | -556 | -0.53% | Q1 2026 | Apr 15, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 104,585 | 6,531 | 0.98% | 0.97% | 194 | +1,110 | 1.07% | Q1 2026 | Apr 14, 2026 |
| TAGStone Capital, Inc. | History | Added to | 104,131 | 6,502 | 2.3% | 2.28% | 195 | +1,158 | 1.12% | Q1 2026 | May 11, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 104,101 | 6,501 | 2.92% | 2.83% | 196 | +1 | 0.0% | Q1 2026 | May 15, 2026 |
| M Holdings Securities, Inc. | History | No change | 103,174 | 6,456 | 0.44% | 0.44% | 197 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 103,070 | 6,436 | 0.11% | 0.08% | 198 | +34,890 | 51.17% | Q1 2026 | May 18, 2026 |
| BWM Planning, LLC | History | Reduced | 100,973 | 6,305 | 1.66% | 1.97% | 199 | -23,122 | -18.63% | Q1 2026 | Apr 21, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Reduced | 100,705 | 6,288 | 6.46% | 6.96% | 200 | -29 | -0.03% | Q1 2026 | May 04, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 100,283 | 6,262 | 2.25% | 1.9% | 201 | +12,048 | 13.65% | Q1 2026 | Apr 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 99,870 | 6,236 | 0.01% | 0.01% | 202 | -1,431 | -1.41% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Reduced | 99,342 | 6,203 | 0.01% | 0.01% | 203 | -7,611 | -7.12% | Q1 2026 | May 15, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Reduced | 97,208 | 6,070 | 4.93% | 4.86% | 204 | -1,032 | -1.05% | Q1 2026 | May 05, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 95,923 | 5,990 | 2.09% | 2.13% | 205 | +5,197 | 5.73% | Q1 2026 | Apr 24, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 94,298 | 5,888 | 1.76% | 1.7% | 206 | +589 | 0.63% | Q1 2026 | Apr 10, 2026 |
| TRB Wealth Management, LLC | History | New | 94,046 | 5,873 | 0.83% | — | 207 | +94,046 | New | Q1 2026 | May 14, 2026 |
| Vestment Financial LLC | History | Reduced | 88,049 | 5,864 | 2.76% | 2.88% | 208 | -701 | -0.79% | Q1 2026 | May 01, 2026 |
| SwitchPoint Financial Planning, LLC | History | Added to | 92,239 | 5,760 | 3.91% | 3.84% | 209 | +130 | 0.14% | Q1 2026 | Apr 29, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 91,887 | 5,738 | 0.35% | 0.34% | 210 | -786 | -0.85% | Q1 2026 | May 04, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 91,560 | 5,717 | 2.14% | 1.86% | 211 | +4,885 | 5.64% | Q1 2026 | May 08, 2026 |
| Gibson Capital, LLC | History | Reduced | 90,022 | 5,621 | 1.05% | 0.99% | 212 | -329 | -0.36% | Q1 2026 | Apr 17, 2026 |
| Glassy Mountain Advisors, Inc. | History | Reduced | 89,960 | 5,618 | 1.74% | 1.63% | 213 | -780 | -0.86% | Q1 2026 | May 08, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 89,185 | 5,569 | 3.74% | 3.67% | 214 | -1,261 | -1.39% | Q1 2026 | Apr 16, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 88,565 | 5,530 | 1.17% | 1.14% | 215 | -1,993 | -2.2% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 87,765 | 5,480 | 0.01% | 0.01% | 216 | -19,980 | -18.54% | Q1 2026 | May 14, 2026 |
| Burk Holdings LLC | History | Added to | 87,224 | 5,447 | 2.33% | 2.3% | 217 | +6,282 | 7.76% | Q1 2026 | May 07, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 87,135 | 5,441 | 0.98% | 0.92% | 218 | +2,691 | 3.19% | Q1 2026 | May 15, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 84,905 | 5,302 | 0.34% | 0.32% | 219 | -106 | -0.12% | Q1 2026 | Apr 17, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 84,793 | 5,295 | 3.9% | 3.78% | 220 | +248 | 0.29% | Q1 2026 | May 11, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Reduced | 84,139 | 5,254 | 1.77% | 1.91% | 221 | -5,273 | -5.9% | Q1 2026 | May 08, 2026 |
| Porter White Investment Advisors, Inc. | History | Reduced | 83,822 | 5,234 | 2.1% | 2.06% | 222 | -596 | -0.71% | Q1 2026 | May 12, 2026 |
| Shearwater Capital LLC | History | Reduced | 82,111 | 5,127 | 2.69% | 2.82% | 223 | -334 | -0.41% | Q1 2026 | Apr 09, 2026 |
| WorthPointe, LLC | History | Reduced | 81,873 | 5,112 | 1.38% | 1.55% | 224 | -17,512 | -17.62% | Q1 2026 | May 12, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 80,935 | 5,054 | 0.16% | 0.17% | 225 | -4,535 | -5.31% | Q1 2026 | May 15, 2026 |
| Factor Wealth Management LTD | History | Reduced | 80,653 | 5,036 | 0.95% | 1.14% | 226 | -8,059 | -9.08% | Q1 2026 | Apr 20, 2026 |
| Platform Wealth Management, LLC | History | No change | 84,122 | 5,008 | 1.33% | 1.33% | 227 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 83,791 | 4,988 | 1.69% | 1.69% | 228 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Passive Capital Management, LLC. | History | Added to | 78,863 | 4,925 | 1.47% | 1.43% | 229 | +1,871 | 2.43% | Q1 2026 | May 14, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 78,515 | 4,903 | 0.61% | 0.66% | 230 | -17,711 | -18.41% | Q1 2026 | May 13, 2026 |
| Broadhurst Jeffrey B | History | Reduced | 78,209 | 4,884 | 5.01% | 4.93% | 231 | -1,456 | -1.83% | Q1 2026 | May 14, 2026 |
| White Wing Wealth Management | History | Reduced | 77,670 | 4,850 | 2.91% | 2.93% | 232 | -4,818 | -5.84% | Q1 2026 | Apr 13, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 77,195 | 4,820 | 0.56% | 0.49% | 233 | +6,126 | 8.62% | Q1 2026 | May 06, 2026 |
| Fortitude Family Office, LLC | History | Added to | 76,054 | 4,749 | 1.06% | 0.95% | 234 | +7,186 | 10.43% | Q1 2026 | Apr 15, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 75,872 | 4,738 | 0.58% | 0.59% | 235 | -5,089 | -6.29% | Q1 2026 | Apr 10, 2026 |
| Verdence Capital Advisors LLC | History | No change | 75,635 | 4,723 | 0.27% | 0.27% | 236 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 75,161 | 4,693 | 0.53% | 0.43% | 237 | +8,622 | 12.96% | Q1 2026 | May 04, 2026 |
| BBR PARTNERS, LLC | History | No change | 74,746 | 4,667 | 0.26% | 0.24% | 238 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 74,591 | 4,658 | 0.7% | 0.7% | 239 | -1,627 | -2.13% | Q1 2026 | Apr 22, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 74,273 | 4,638 | 1.31% | 1.07% | 240 | +6,974 | 10.36% | Q1 2026 | May 11, 2026 |
| Integras Partners LLC | History | Added to | 74,113 | 4,628 | 3.04% | 0.3% | 241 | +67,771 | 1068.61% | Q1 2026 | May 12, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 73,487 | 4,589 | 1.9% | 1.86% | 242 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 72,272 | 4,513 | 1.06% | — | 243 | +72,272 | New | Q1 2026 | Apr 17, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 71,769 | 4,481 | 1.18% | 1.15% | 244 | -849 | -1.17% | Q1 2026 | Apr 23, 2026 |
| Frankly Finances, LLC | History | No change | 71,580 | 4,470 | 4.05% | 4.04% | 245 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 70,723 | 4,430 | 3.48% | 3.76% | 246 | +4,447 | 6.71% | Q1 2026 | Apr 02, 2026 |
| Pacific Asset Management, LLC | History | Reduced | 70,875 | 4,426 | 2.47% | 2.64% | 247 | -3,121 | -4.22% | Q1 2026 | May 01, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 70,478 | 4,401 | 2.78% | 2.92% | 248 | -1,294 | -1.8% | Q1 2026 | May 11, 2026 |
| Evensky & Katz LLC | History | Reduced | 70,277 | 4,389 | 0.25% | 0.24% | 249 | -2,542 | -3.49% | Q1 2026 | Apr 22, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 69,706 | 4,353 | 0.36% | 0.35% | 250 | -1,557 | -2.18% | Q1 2026 | May 06, 2026 |
| HB Wealth Management, LLC | History | Reduced | 69,489 | 4,339 | 0.03% | 0.03% | 251 | -647 | -0.92% | Q1 2026 | Apr 27, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 69,156 | 4,318 | 0.48% | 0.49% | 252 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Level Financial Advisors | History | Reduced | 69,063 | 4,312 | 1.1% | 1.1% | 253 | -568 | -0.82% | Q1 2026 | Apr 10, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 62,624 | 4,171 | 1.1% | 0.73% | 254 | +23,289 | 59.21% | Q1 2026 | Apr 21, 2026 |
| MAI Capital Management | History | Added to | 66,390 | 4,146 | 0.02% | 0.02% | 255 | +363 | 0.55% | Q1 2026 | May 15, 2026 |
| InTrack Investment Management Inc | History | Reduced | 65,437 | 4,086 | 2.33% | 2.24% | 256 | -1,938 | -2.88% | Q1 2026 | Apr 06, 2026 |
| Belleair Asset Management, LLC | History | Added to | 64,770 | 4,044 | 3.69% | 3.65% | 257 | +365 | 0.57% | Q1 2026 | Apr 15, 2026 |
| Klingman & Associates, LLC | History | Reduced | 64,332 | 4,017 | 0.19% | 0.19% | 258 | -96 | -0.15% | Q1 2026 | May 14, 2026 |
| Certified Advisory Corp | History | Added to | 63,785 | 3,983 | 0.36% | 0.31% | 259 | +6,765 | 11.86% | Q1 2026 | Apr 17, 2026 |
| Burton Enright Welch | History | Added to | 62,318 | 3,891 | 0.53% | 0.52% | 260 | +53 | 0.09% | Q1 2026 | May 01, 2026 |
| Vistica Wealth Advisors, LLC | History | Reduced | 60,547 | 3,781 | 3.77% | 4.05% | 261 | -7,778 | -11.38% | Q1 2026 | Apr 23, 2026 |
| Vantage Point Financial LLC | History | Reduced | 60,386 | 3,771 | 1.32% | 1.3% | 262 | -892 | -1.46% | Q1 2026 | May 01, 2026 |
| Compound Planning, Inc. | History | Added to | 59,415 | 3,710 | 0.11% | 0.09% | 263 | +5,926 | 11.08% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 59,166 | 3,695 | 0.03% | 0.03% | 264 | +961 | 1.65% | Q1 2026 | May 14, 2026 |
| PW ADVISORS, LLC \ FL | History | Reduced | 58,837 | 3,674 | 2.75% | 2.96% | 265 | -3,191 | -5.14% | Q1 2026 | Apr 24, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 58,290 | 3,640 | 0.44% | 0.44% | 266 | -3,330 | -5.4% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 58,048 | 3,625 | 0.0% | 0.0% | 267 | +37,724 | 185.61% | Q1 2026 | May 13, 2026 |
| Live Oak Private Wealth LLC | History | No change | 57,751 | 3,606 | 0.5% | 0.47% | 268 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 57,707 | 3,603 | 0.07% | 0.07% | 269 | -305 | -0.53% | Q1 2026 | Apr 15, 2026 |
| Thayer Financial, L.L.C. | History | Added to | 57,693 | 3,602 | 3.68% | 3.56% | 270 | +1,048 | 1.85% | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 57,372 | 3,582 | 0.11% | 0.12% | 271 | +552 | 0.97% | Q1 2026 | May 15, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 57,316 | 3,579 | 1.22% | 1.11% | 272 | +4,107 | 7.72% | Q1 2026 | Apr 17, 2026 |
| US BANCORP \DE\ | History | Added to | 57,032 | 3,561 | 0.0% | 0.0% | 273 | +837 | 1.49% | Q1 2026 | May 14, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 56,313 | 3,516 | 0.73% | 0.69% | 274 | +194 | 0.35% | Q1 2026 | May 08, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 55,770 | 3,482 | 1.19% | 1.21% | 275 | -658 | -1.17% | Q1 2026 | May 11, 2026 |
| Symmetry Partners, LLC | History | Reduced | 55,267 | 3,451 | 0.2% | 0.2% | 276 | -2,901 | -4.99% | Q1 2026 | Apr 27, 2026 |
| Johnson Wealth Management, LLC | History | Reduced | 55,195 | 3,446 | 1.66% | 1.64% | 277 | -215 | -0.39% | Q1 2026 | Apr 23, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 55,017 | 3,435 | 0.03% | 0.02% | 278 | +571 | 1.05% | Q1 2026 | May 12, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 54,747 | 3,418 | 0.19% | 0.2% | 279 | -446 | -0.81% | Q1 2026 | Apr 30, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 54,391 | 3,396 | 1.01% | 0.96% | 280 | -836 | -1.51% | Q1 2026 | Apr 22, 2026 |
| AG Asset Advisory, LLC | History | Added to | 54,241 | 3,387 | 2.81% | 2.34% | 281 | +8,308 | 18.09% | Q1 2026 | Apr 29, 2026 |
| Generations Wealth, LLC | History | Added to | 53,732 | 3,355 | 3.26% | 2.91% | 282 | +5,957 | 12.47% | Q1 2026 | May 05, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Added to | 53,266 | 3,326 | 3.18% | 3.09% | 283 | +604 | 1.15% | Q1 2026 | Apr 21, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 49,814 | 3,299 | 0.23% | 0.3% | 284 | -19,862 | -28.51% | Q1 2026 | Apr 29, 2026 |
| Kane Co Wealth Management, Inc. | History | Reduced | 52,632 | 3,286 | 2.77% | 2.82% | 285 | -1,145 | -2.13% | Q1 2026 | Apr 21, 2026 |
| Activest Wealth Management | History | Added to | 52,084 | 3,235 | 0.57% | 0.18% | 286 | +36,257 | 229.08% | Q1 2026 | Apr 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 51,716 | 3,229 | 0.03% | 0.03% | 287 | -1,308 | -2.47% | Q1 2026 | May 08, 2026 |
| Strategent Financial, LLC | History | Added to | 51,489 | 3,215 | 2.18% | 1.87% | 288 | +1,856 | 3.74% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Added to | 50,716 | 3,167 | 0.02% | 0.01% | 289 | +37,197 | 275.15% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 50,327 | 3,142 | 0.02% | 0.01% | 290 | +24,236 | 92.89% | Q1 2026 | Apr 15, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 50,089 | 3,128 | 0.01% | 0.01% | 291 | -7,847 | -13.54% | Q1 2026 | May 15, 2026 |
| Sound Portfolio Advisors, LLC | History | Reduced | 49,374 | 3,083 | 2.5% | 2.48% | 292 | -315 | -0.63% | Q1 2026 | May 04, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 49,171 | 3,071 | 0.0% | 0.0% | 293 | +10,259 | 26.36% | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | Reduced | 48,434 | 3,024 | 0.06% | 0.05% | 294 | -580 | -1.18% | Q1 2026 | Apr 17, 2026 |
| BluePrint Investing LLC | History | Added to | 48,320 | 3,017 | 2.4% | 2.24% | 295 | +1,062 | 2.25% | Q1 2026 | Apr 22, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 47,860 | 2,988 | 0.02% | 0.02% | 296 | +17,423 | 57.24% | Q1 2026 | May 15, 2026 |
| Astra Wealth Partners LLC | History | Added to | 47,362 | 2,957 | 1.76% | 1.51% | 297 | +4,350 | 10.11% | Q1 2026 | May 06, 2026 |
| Redwood Park Advisors LLC | History | Reduced | 47,167 | 2,945 | 1.96% | 1.91% | 298 | -93 | -0.2% | Q1 2026 | May 04, 2026 |
| Entelevest, LLC | History | Added to | 46,714 | 2,917 | 2.92% | 2.65% | 299 | +2,264 | 5.09% | Q1 2026 | May 04, 2026 |
| Applied Capital LLC | History | No change | 46,620 | 2,911 | 1.09% | 1.07% | 300 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |