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 |
| Aegis Wealth Management LLC | History | Added to | 46,178 | 2,883 | 1.65% | 1.55% | 301 | +160 | 0.35% | Q1 2026 | Apr 22, 2026 |
| Beckerman Institutional, LLC | History | Added to | 46,131 | 2,880 | 1.53% | 1.49% | 302 | +1,662 | 3.74% | Q1 2026 | May 04, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 46,110 | 2,879 | 0.4% | 0.75% | 303 | -451 | -0.97% | Q1 2026 | May 12, 2026 |
| XY Planning Network, Inc. | History | Reduced | 44,333 | 2,777 | 0.44% | 0.53% | 304 | -6,437 | -12.68% | Q1 2026 | Apr 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 43,234 | 2,700 | 0.01% | 0.01% | 305 | -1,437 | -3.22% | Q1 2026 | Apr 24, 2026 |
| Summit Portfolio Management, LTD. | History | New | 42,991 | 2,684 | 1.73% | — | 306 | +42,991 | New | Q1 2026 | Apr 30, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 42,925 | 2,680 | 0.41% | 0.33% | 307 | +7,593 | 21.49% | Q1 2026 | May 06, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 42,592 | 2,659 | 1.0% | 0.99% | 308 | -672 | -1.55% | Q1 2026 | Apr 21, 2026 |
| TruNorth Capital Management, LLC | History | No change | 41,892 | 2,616 | 0.5% | 0.47% | 309 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sigma Planning Corp | History | Reduced | 41,854 | 2,613 | 0.07% | 0.07% | 310 | -79 | -0.19% | Q1 2026 | May 04, 2026 |
| True Wealth Design, LLC | History | Reduced | 41,587 | 2,597 | 0.72% | 0.74% | 311 | -1,017 | -2.39% | Q1 2026 | Apr 13, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 38,979 | 2,591 | 0.73% | 0.73% | 312 | +1,654 | 4.43% | Q1 2026 | Apr 27, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 41,354 | 2,582 | 0.32% | 0.34% | 313 | -516 | -1.23% | Q1 2026 | Apr 21, 2026 |
| Walsh & Associates, LLC | History | Added to | 41,159 | 2,570 | 2.55% | 2.3% | 314 | +1,985 | 5.07% | Q1 2026 | May 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 40,843 | 2,550 | 0.91% | 0.85% | 315 | +654 | 1.63% | Q1 2026 | Apr 14, 2026 |
| Avant Financial Advisors LLC | History | Reduced | 40,611 | 2,536 | 1.78% | 1.75% | 316 | -246 | -0.6% | Q1 2026 | Apr 23, 2026 |
| FMR LLC | History | Added to | 40,308 | 2,517 | 0.0% | 0.0% | 317 | +9,587 | 31.21% | Q1 2026 | May 15, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 37,725 | 2,483 | 0.15% | 0.16% | 318 | -150 | -0.4% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 39,325 | 2,455 | 0.0% | 0.0% | 319 | -37,564 | -48.85% | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | Added to | 39,013 | 2,436 | 0.07% | 0.06% | 320 | +9,326 | 31.41% | Q1 2026 | Apr 09, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 37,993 | 2,372 | 2.24% | — | 321 | +37,993 | New | Q1 2026 | May 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 37,762 | 2,358 | 0.13% | — | 323 | +37,762 | New | Q1 2026 | Apr 30, 2026 |
| Mutual Advisors, LLC | History | Added to | 37,771 | 2,358 | 0.05% | 0.05% | 322 | +563 | 1.51% | Q1 2026 | May 01, 2026 |
| Midwest Trust Co | History | Reduced | 37,235 | 2,325 | 0.03% | 0.03% | 324 | -2,018 | -5.14% | Q1 2026 | May 01, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 37,000 | 2,310 | 0.99% | 0.95% | 325 | -559 | -1.49% | Q1 2026 | May 15, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 36,531 | 2,281 | 0.42% | 0.35% | 326 | +1,986 | 5.75% | Q1 2026 | May 12, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 36,207 | 2,261 | 0.16% | 0.17% | 327 | -1,272 | -3.39% | Q1 2026 | Apr 29, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 35,904 | 2,242 | 0.77% | 0.74% | 328 | +1,520 | 4.42% | Q1 2026 | Apr 23, 2026 |
| Grove Street Fiduciary, LLC | History | Reduced | 35,801 | 2,235 | 0.98% | 0.9% | 329 | -178 | -0.49% | Q1 2026 | Apr 22, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 35,499 | 2,216 | 0.12% | 0.11% | 330 | -661 | -1.83% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 35,241 | 2,200 | 0.0% | 0.0% | 331 | +1,289 | 3.8% | Q1 2026 | May 14, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 34,801 | 2,173 | 1.33% | 1.09% | 332 | +5,695 | 19.57% | Q1 2026 | Apr 21, 2026 |
| marrick wealth, LLC | History | Reduced | 34,491 | 2,153 | 1.81% | 1.71% | 333 | -528 | -1.51% | Q1 2026 | Apr 15, 2026 |
| Navigate Wealth Management, LLC | History | New | 32,069 | 2,128 | 1.49% | — | 334 | +32,069 | New | Q1 2026 | Apr 27, 2026 |
| Abel Hall, LLC | History | Reduced | 34,072 | 2,127 | 0.45% | 0.49% | 335 | -887 | -2.54% | Q1 2026 | Apr 28, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 33,606 | 2,098 | 0.97% | 0.73% | 336 | +7,682 | 29.63% | Q1 2026 | Apr 21, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 33,401 | 2,085 | 0.01% | 0.02% | 337 | -18,056 | -35.09% | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | Added to | 33,339 | 2,081 | 0.1% | 0.08% | 338 | +5,875 | 21.39% | Q1 2026 | Apr 24, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 32,591 | 2,035 | 0.21% | 0.2% | 339 | -45 | -0.14% | Q1 2026 | May 12, 2026 |
| Clark Asset Management, LLC | History | Added to | 32,541 | 2,032 | 0.19% | 0.19% | 340 | +2,487 | 8.28% | Q1 2026 | Apr 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 32,502 | 2,029 | 0.0% | 0.0% | 341 | +3,136 | 10.68% | Q1 2026 | May 08, 2026 |
| Heritage Investment Group, Inc. | History | Reduced | 32,402 | 2,023 | 0.31% | 0.29% | 342 | -19 | -0.06% | Q1 2026 | May 01, 2026 |
| Corus Family Wealth Advisors | History | Added to | 32,056 | 2,001 | 1.63% | 1.52% | 343 | +41 | 0.13% | Q1 2026 | Apr 28, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Reduced | 30,170 | 1,998 | 0.82% | 0.9% | 344 | -2,332 | -7.17% | Q1 2026 | Apr 22, 2026 |
| Strategic Blueprint, LLC | History | Added to | 31,945 | 1,994 | 0.12% | 0.11% | 345 | +1,539 | 5.06% | Q1 2026 | Apr 29, 2026 |
| LAM GROUP, INC. | History | Added to | 31,596 | 1,973 | 1.08% | 1.01% | 346 | +1,861 | 6.26% | Q1 2026 | Apr 22, 2026 |
| HBE Wealth Management, LLC | History | Reduced | 31,516 | 1,968 | 1.72% | 1.9% | 347 | -2,426 | -7.15% | Q1 2026 | Apr 28, 2026 |
| Caprock Group, LLC | History | Reduced | 31,459 | 1,964 | 0.05% | 0.04% | 348 | -1,953 | -5.85% | Q1 2026 | May 11, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 31,218 | 1,949 | 0.53% | 0.51% | 349 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ponta Wealth Partners, LLC | History | Added to | 30,936 | 1,931 | 1.55% | 0.93% | 350 | +14,123 | 84.0% | Q1 2026 | May 11, 2026 |
| New Dimensions Wealth Management, LLC | History | Reduced | 30,451 | 1,901 | 1.62% | 1.55% | 351 | -79 | -0.26% | Q1 2026 | May 14, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 30,197 | 1,885 | 0.75% | 0.61% | 352 | +4,896 | 19.35% | Q1 2026 | May 01, 2026 |
| Olistico Wealth, LLC | History | Added to | 29,712 | 1,855 | 0.91% | 0.71% | 353 | +5,217 | 21.3% | Q1 2026 | Apr 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 28,442 | 1,776 | 0.0% | 0.0% | 354 | -13,435 | -32.08% | Q1 2026 | May 15, 2026 |
| True North Advisors, LLC | History | No change | 28,257 | 1,764 | 0.2% | 0.22% | 355 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 27,889 | 1,741 | 0.17% | 0.19% | 356 | -4,572 | -14.08% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 27,857 | 1,739 | 0.01% | 0.01% | 357 | -121 | -0.43% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 27,833 | 1,738 | 0.01% | 0.01% | 358 | +6,754 | 32.04% | Q1 2026 | May 13, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 27,735 | 1,732 | 1.37% | 1.3% | 359 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 28,983 | 1,725 | 0.52% | 0.52% | 360 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Reduced | 26,819 | 1,674 | 0.83% | 0.8% | 361 | -106 | -0.39% | Q1 2026 | Apr 30, 2026 |
| Versant Capital Management, Inc | History | Reduced | 26,681 | 1,666 | 0.16% | 0.2% | 362 | -547 | -2.01% | Q1 2026 | Apr 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 26,647 | 1,664 | 0.01% | 0.01% | 363 | +238 | 0.9% | Q1 2026 | May 08, 2026 |
| BIP Wealth, LLC | History | Added to | 26,382 | 1,647 | 0.07% | 0.05% | 364 | +1,995 | 8.18% | Q1 2026 | Apr 27, 2026 |
| Addison Advisors LLC | History | Added to | 26,349 | 1,645 | 0.36% | 0.35% | 365 | +480 | 1.86% | Q1 2026 | May 08, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Reduced | 26,113 | 1,630 | 1.51% | 1.46% | 366 | -222 | -0.84% | Q1 2026 | Apr 24, 2026 |
| 25 LLC | History | Added to | 25,736 | 1,607 | 0.5% | 0.48% | 367 | +70 | 0.27% | Q1 2026 | Apr 20, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 25,353 | 1,583 | 0.07% | 0.07% | 368 | +270 | 1.08% | Q1 2026 | Apr 29, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 25,341 | 1,582 | 0.33% | 0.24% | 369 | +6,821 | 36.83% | Q1 2026 | May 15, 2026 |
| Renasant Bank | History | No change | 25,324 | 1,581 | 1.12% | 1.02% | 370 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Meredith Wealth Planning | History | Added to | 25,175 | 1,572 | 0.43% | 0.42% | 371 | +1,233 | 5.15% | Q1 2026 | Apr 27, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 24,995 | 1,560 | 0.9% | 0.78% | 372 | +2,158 | 9.45% | Q1 2026 | Apr 10, 2026 |
| IFP Advisors, Inc | History | Added to | 24,754 | 1,545 | 0.03% | 0.02% | 373 | +7,797 | 45.98% | Q1 2026 | Apr 13, 2026 |
| Vise Technologies, Inc. | History | No change | 25,946 | 1,544 | 0.03% | 0.03% | 374 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Curi Capital, LLC | History | Added to | 24,525 | 1,531 | 0.03% | 0.03% | 375 | +46 | 0.19% | Q1 2026 | May 15, 2026 |
| IFG Advisors, LLC | History | No change | 24,489 | 1,529 | 0.25% | 0.24% | 376 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Aspirean Wealth, LLC | History | Reduced | 24,392 | 1,523 | 1.65% | 1.59% | 377 | -2 | -0.01% | Q1 2026 | May 13, 2026 |
| 55 North Private Wealth, LLC | History | No change | 24,331 | 1,519 | 0.39% | 0.38% | 378 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 24,309 | 1,518 | 0.21% | 0.18% | 379 | +3,004 | 14.1% | Q1 2026 | Apr 30, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 24,142 | 1,507 | 1.2% | 1.15% | 380 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BOS Asset Management, LLC | History | Reduced | 24,099 | 1,504 | 0.38% | 0.39% | 381 | -185 | -0.76% | Q1 2026 | Apr 08, 2026 |
| Triumph Capital Management | History | Added to | 24,059 | 1,502 | 0.31% | 0.26% | 382 | +4,018 | 20.05% | Q1 2026 | May 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 23,904 | 1,492 | 0.18% | 0.18% | 383 | -378 | -1.56% | Q1 2026 | Apr 08, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Reduced | 23,682 | 1,478 | 0.91% | 0.9% | 384 | -340 | -1.42% | Q1 2026 | Apr 22, 2026 |
| NerdWallet Wealth Partners, LLC | History | No change | 23,466 | 1,465 | 0.64% | 0.63% | 385 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 23,390 | 1,460 | 0.42% | 0.4% | 386 | +2 | 0.01% | Q1 2026 | Apr 15, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 23,119 | 1,443 | 0.51% | 0.5% | 387 | +24 | 0.1% | Q1 2026 | Apr 21, 2026 |
| Compass Advisory Group LLC | History | Added to | 23,018 | 1,437 | 0.38% | 0.33% | 388 | +2,742 | 13.52% | Q1 2026 | Apr 21, 2026 |
| WealthCollab, LLC | History | No change | 22,975 | 1,434 | 0.59% | 0.56% | 389 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 22,606 | 1,411 | 0.02% | 0.02% | 390 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 22,307 | 1,393 | 0.22% | 0.55% | 391 | -38,552 | -63.35% | Q1 2026 | May 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 22,257 | 1,389 | 0.1% | 0.09% | 392 | -130 | -0.58% | Q1 2026 | Apr 20, 2026 |
| Balboa Wealth Partners | History | Reduced | 22,211 | 1,387 | 0.23% | 0.25% | 393 | -3,100 | -12.25% | Q1 2026 | Apr 16, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 22,140 | 1,382 | 0.01% | — | 394 | +22,140 | New | Q1 2026 | May 12, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 22,095 | 1,379 | 0.52% | 0.5% | 395 | +27 | 0.12% | Q1 2026 | May 11, 2026 |
| Krilogy Financial LLC | History | Added to | 21,123 | 1,374 | 0.04% | 0.05% | 396 | +9 | 0.04% | Q1 2026 | Apr 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 22,763 | 1,355 | 0.02% | 0.02% | 397 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MSA Advisors, LLC | History | New | 21,687 | 1,354 | 0.41% | — | 399 | +21,687 | New | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | No change | 21,668 | 1,354 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 21,398 | 1,336 | 1.19% | — | 401 | +21,398 | New | Q1 2026 | May 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 22,442 | 1,336 | 0.05% | 0.05% | 400 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 21,364 | 1,334 | 0.19% | 0.22% | 402 | -4,558 | -17.58% | Q1 2026 | May 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 21,225 | 1,325 | 0.04% | 0.04% | 403 | +4,704 | 28.47% | Q1 2026 | May 07, 2026 |
| SEI INVESTMENTS CO | History | Added to | 20,971 | 1,309 | 0.0% | 0.0% | 404 | +4,779 | 29.51% | Q1 2026 | May 13, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 20,549 | 1,283 | 0.02% | 0.02% | 405 | +4,361 | 26.94% | Q1 2026 | May 13, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 20,511 | 1,280 | 0.5% | 0.39% | 406 | +4,582 | 28.77% | Q1 2026 | Apr 17, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 20,338 | 1,270 | 0.35% | 0.32% | 407 | -217 | -1.06% | Q1 2026 | May 13, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 20,289 | 1,267 | 0.42% | 0.6% | 408 | +53 | 0.26% | Q1 2026 | Apr 20, 2026 |
| Silver Oak Advisory Group, Inc. | History | Reduced | 20,172 | 1,259 | 0.54% | 0.54% | 409 | -51 | -0.25% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 20,039 | 1,251 | 0.02% | 0.01% | 410 | +12,103 | 152.51% | Q1 2026 | May 15, 2026 |
| Black Swift Group, LLC | History | No change | 20,000 | 1,249 | 0.22% | 0.2% | 411 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Intergy Private Wealth, LLC | History | No change | 19,868 | 1,240 | 0.36% | 0.36% | 412 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Savvy Advisors, Inc. | History | Added to | 19,771 | 1,234 | 0.03% | 0.03% | 413 | +6,554 | 49.59% | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Added to | 19,425 | 1,213 | 0.03% | 0.02% | 414 | +4,714 | 32.04% | Q1 2026 | May 15, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 19,163 | 1,196 | 0.14% | 0.09% | 415 | +5,641 | 41.72% | Q1 2026 | May 01, 2026 |
| Partners in Financial Planning | History | Added to | 19,138 | 1,195 | 0.2% | 0.19% | 417 | +31 | 0.16% | Q1 2026 | May 11, 2026 |
| Integrity Wealth Solutions LLC | History | No change | 19,137 | 1,195 | 0.47% | 0.45% | 416 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| McGrath & Associates, Inc. | History | Reduced | 18,970 | 1,184 | 1.74% | 1.6% | 418 | -1 | -0.01% | Q1 2026 | Apr 10, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 18,869 | 1,178 | 0.88% | 0.76% | 419 | +1,133 | 6.39% | Q1 2026 | Apr 17, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Reduced | 18,685 | 1,166 | 0.11% | 0.11% | 420 | -108 | -0.57% | Q1 2026 | Apr 23, 2026 |
| Vannoy Advisory Group, Inc. | History | Reduced | 18,332 | 1,144 | 0.72% | 0.69% | 421 | -39 | -0.21% | Q1 2026 | Apr 22, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 18,294 | 1,142 | 0.45% | 0.44% | 422 | -376 | -2.01% | Q1 2026 | Apr 20, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 18,133 | 1,132 | 0.09% | 0.08% | 423 | +795 | 4.59% | Q1 2026 | Apr 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 17,900 | 1,117 | 0.0% | — | 424 | +17,900 | New | Q1 2026 | May 14, 2026 |
| BetterWealth, LLC | History | Reduced | 17,746 | 1,108 | 0.22% | 0.25% | 425 | -602 | -3.28% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 17,620 | 1,100 | 0.0% | 0.0% | 426 | +6,946 | 65.07% | Q1 2026 | May 01, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 17,501 | 1,092 | 0.58% | 0.56% | 427 | +497 | 2.92% | Q1 2026 | Apr 24, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 17,471 | 1,091 | 0.51% | 0.47% | 428 | -32 | -0.18% | Q1 2026 | May 08, 2026 |
| Aurelius Family Office LLC | History | Reduced | 17,369 | 1,084 | 0.47% | 0.48% | 429 | -857 | -4.7% | Q1 2026 | Apr 08, 2026 |
| Wedmont Private Capital | History | Added to | 16,672 | 1,078 | 0.03% | 0.02% | 430 | +8,909 | 114.76% | Q1 2026 | Apr 09, 2026 |
| Summit Financial, LLC | History | Added to | 17,186 | 1,073 | 0.01% | 0.0% | 431 | +13,272 | 339.09% | Q1 2026 | May 15, 2026 |
| MB Generational Wealth, LLC | History | Reduced | 17,130 | 1,069 | 0.59% | 0.55% | 432 | -275 | -1.58% | Q1 2026 | May 04, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 16,876 | 1,053 | 0.13% | 0.14% | 433 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 16,808 | 1,049 | 0.01% | 0.03% | 434 | -61,588 | -78.56% | Q1 2026 | May 13, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 16,772 | 1,047 | 0.37% | 0.35% | 435 | +452 | 2.77% | Q1 2026 | Apr 08, 2026 |
| CENTRAL TRUST Co | History | Reduced | 16,576 | 1,035 | 0.02% | 0.02% | 436 | -2,010 | -10.81% | Q1 2026 | Apr 17, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 16,281 | 1,016 | 0.15% | 0.15% | 437 | +54 | 0.33% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 16,182 | 1,011 | 0.05% | 0.04% | 438 | +1,780 | 12.36% | Q1 2026 | May 18, 2026 |
| Roundview Capital LLC | History | No change | 16,169 | 1,009 | 0.06% | 0.06% | 439 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 16,080 | 1,004 | 0.06% | 0.06% | 440 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 15,928 | 994 | 0.22% | 0.09% | 441 | +9,593 | 151.43% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 15,816 | 987 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| &PARTNERS | History | Added to | 15,701 | 980 | 0.0% | 0.0% | 443 | +2,233 | 16.58% | Q1 2026 | May 15, 2026 |
| rebel Financial LLC | History | Reduced | 15,618 | 975 | 0.42% | 0.4% | 444 | -138 | -0.88% | Q1 2026 | Apr 24, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 15,551 | 971 | 0.02% | 0.02% | 445 | -1,499 | -8.79% | Q1 2026 | Apr 22, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 15,364 | 959 | 0.42% | 0.27% | 446 | +5,565 | 56.79% | Q1 2026 | May 15, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 15,360 | 959 | 0.31% | 0.26% | 447 | -601 | -3.77% | Q1 2026 | Apr 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 15,097 | 942 | 0.0% | 0.0% | 448 | +10,253 | 211.66% | Q1 2026 | May 11, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 15,001 | 936 | 0.21% | 0.16% | 449 | +3,098 | 26.03% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 14,867 | 928 | 0.01% | 0.01% | 450 | -156 | -1.04% | Q1 2026 | Apr 17, 2026 |
| Nautilus Advisors LLC | History | Added to | 14,846 | 927 | 0.64% | 0.53% | 451 | +1,184 | 8.67% | Q1 2026 | Apr 17, 2026 |
| OneAscent Family Office, LLC | History | Reduced | 14,720 | 919 | 0.64% | 1.73% | 452 | -28,116 | -65.64% | Q1 2026 | Apr 21, 2026 |
| Falcon Wealth Planning | History | No change | 14,516 | 906 | 0.06% | 0.07% | 453 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Concentrum Wealth Management | History | Reduced | 14,468 | 903 | 0.27% | 0.27% | 454 | -1,628 | -10.11% | Q1 2026 | May 04, 2026 |
| Forza Wealth Management, LLC | History | Added to | 14,435 | 901 | 0.31% | 0.24% | 455 | +3,200 | 28.48% | Q1 2026 | Apr 30, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 15,130 | 900 | 0.3% | 0.3% | 456 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Dakota Wealth Management | History | Reduced | 14,178 | 885 | 0.02% | 0.02% | 457 | -1,297 | -8.38% | Q1 2026 | May 07, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 13,286 | 881 | 0.02% | 0.02% | 458 | -535 | -3.87% | Q1 2026 | May 04, 2026 |
| CVA Family Office, LLC | History | No change | 14,113 | 881 | 0.09% | 0.1% | 459 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Keebeck Wealth Management | History | No change | 14,040 | 876 | 0.1% | 0.1% | 460 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Financial Symmetry Inc | History | Added to | 12,982 | 871 | 0.31% | 0.29% | 462 | +1,002 | 8.36% | Q1 2026 | May 11, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 13,959 | 871 | 0.24% | 0.23% | 461 | -155 | -1.1% | Q1 2026 | Apr 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 13,939 | 870 | 0.05% | 0.05% | 463 | +3 | 0.02% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 13,902 | 868 | 0.26% | 0.24% | 464 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 13,891 | 867 | 0.28% | 0.28% | 465 | -62 | -0.44% | Q1 2026 | Apr 24, 2026 |
| Good Harbor Advisors, Inc. | History | New | 13,465 | 840 | 0.92% | — | 466 | +13,465 | New | Q1 2026 | May 05, 2026 |
| Cloud Capital Management, LLC | History | Added to | 13,371 | 834 | 0.36% | 0.16% | 467 | +7,816 | 140.7% | Q1 2026 | May 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 13,346 | 833 | 0.05% | 0.05% | 468 | -1,003 | -6.99% | Q1 2026 | May 05, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 13,198 | 824 | 0.33% | 0.32% | 469 | -273 | -2.03% | Q1 2026 | Apr 13, 2026 |
| Berger Financial Group, Inc | History | Reduced | 13,166 | 822 | 0.05% | 0.05% | 471 | -77 | -0.58% | Q1 2026 | Apr 28, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 13,174 | 822 | 0.09% | 0.09% | 470 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | No change | 13,178 | 822 | 0.77% | 0.68% | 472 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Balefire, LLC | History | New | 13,116 | 819 | 0.15% | — | 473 | +13,116 | New | Q1 2026 | May 07, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 13,065 | 815 | 0.03% | 0.03% | 474 | -434 | -3.22% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 13,036 | 814 | 0.01% | 0.01% | 475 | +119 | 0.92% | Q1 2026 | May 11, 2026 |
| WoodTrust Financial Corp | History | Added to | 12,851 | 803 | 0.1% | 0.07% | 476 | +2,203 | 20.69% | Q1 2026 | May 06, 2026 |
| Donalies Financial Planning, LLC | History | Reduced | 12,854 | 802 | 0.68% | 0.65% | 477 | -23 | -0.18% | Q1 2026 | May 05, 2026 |
| Stratos Investment Management, LLC | History | Added to | 12,827 | 801 | 0.03% | 0.03% | 478 | +39 | 0.3% | Q1 2026 | Apr 28, 2026 |
| BCR Wealth Strategies, LLC | History | No change | 12,802 | 799 | 0.25% | 0.25% | 479 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 12,559 | 784 | 0.22% | 0.19% | 480 | -91 | -0.72% | Q1 2026 | May 14, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 12,546 | 783 | 0.09% | 0.07% | 481 | +2,981 | 31.17% | Q1 2026 | May 04, 2026 |
| COMMERCE BANK | History | Reduced | 12,373 | 772 | 0.0% | 0.0% | 482 | -135 | -1.08% | Q1 2026 | May 11, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 12,251 | 765 | 0.04% | 0.04% | 483 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 12,197 | 761 | 0.08% | 0.08% | 484 | +2 | 0.02% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Added to | 12,132 | 757 | 0.01% | 0.01% | 486 | +2,706 | 28.71% | Q1 2026 | Apr 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 12,126 | 757 | 0.0% | 0.0% | 485 | +293 | 2.48% | Q1 2026 | Apr 22, 2026 |
| MGO ONE SEVEN LLC | History | No change | 12,089 | 754 | 0.02% | 0.01% | 487 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 12,062 | 753 | 0.01% | 0.01% | 488 | -42 | -0.35% | Q1 2026 | Apr 10, 2026 |
| EVOKE WEALTH, LLC | History | No change | 12,041 | 751 | 0.01% | 0.01% | 489 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| American Capital Advisory, LLC | History | Added to | 12,022 | 750 | 0.3% | 0.29% | 490 | +954 | 8.62% | Q1 2026 | Apr 29, 2026 |
| WASHINGTON TRUST Co | History | No change | 11,993 | 748 | 0.03% | 0.02% | 491 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CPA Asset Management Group, LLC | History | No change | 11,942 | 745 | 0.25% | 0.25% | 492 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 11,878 | 741 | 0.02% | 0.01% | 493 | +1,512 | 14.59% | Q1 2026 | May 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 11,791 | 736 | 0.01% | 0.01% | 494 | +4 | 0.03% | Q1 2026 | May 01, 2026 |
| NCM Capital Management, LLC | History | Added to | 11,743 | 733 | 0.26% | 0.26% | 495 | +32 | 0.27% | Q1 2026 | May 15, 2026 |
| Westmount Partners, LLC | History | Added to | 11,656 | 727 | 0.18% | 0.13% | 496 | +2,780 | 31.32% | Q1 2026 | Apr 16, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 11,624 | 725 | 0.04% | 0.04% | 497 | -22 | -0.19% | Q1 2026 | May 12, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 10,741 | 722 | 0.32% | 0.31% | 498 | +6 | 0.06% | Q1 2026 | May 11, 2026 |
| PFG Advisors | History | Added to | 11,551 | 721 | 0.04% | 0.03% | 499 | +1,181 | 11.39% | Q1 2026 | May 05, 2026 |
| Trailhead Planners LLC | History | No change | 11,476 | 716 | 0.69% | 0.67% | 500 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 11,314 | 706 | 0.01% | 0.01% | 501 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 11,844 | 705 | 0.19% | 0.19% | 502 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 11,146 | 696 | 0.01% | 0.0% | 503 | +6,498 | 139.8% | Q1 2026 | Apr 20, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 11,084 | 692 | 0.0% | 0.0% | 505 | +13 | 0.12% | Q1 2026 | May 14, 2026 |
| GenTrust, LLC | History | No change | 11,082 | 692 | 0.03% | 0.03% | 504 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BDFS Capital LLC | History | Reduced | 11,029 | 688 | 0.33% | 0.34% | 506 | -348 | -3.06% | Q1 2026 | Apr 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 11,011 | 687 | 0.02% | 0.02% | 507 | -2,954 | -21.15% | Q1 2026 | Apr 29, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 10,787 | 673 | 0.56% | 0.55% | 508 | +6 | 0.06% | Q1 2026 | Apr 14, 2026 |
| Strategic Financial Services, Inc. | History | No change | 10,658 | 665 | 0.03% | 0.03% | 509 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Focus Financial Network, Inc. | History | Added to | 10,533 | 657 | 0.02% | 0.02% | 510 | +136 | 1.31% | Q1 2026 | Apr 14, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 10,413 | 650 | 0.29% | 0.28% | 511 | +32 | 0.31% | Q1 2026 | May 11, 2026 |
| Lido Advisors, LLC | History | Reduced | 10,386 | 648 | 0.0% | 0.0% | 512 | -1,251 | -10.75% | Q1 2026 | May 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 10,357 | 646 | 0.02% | 0.02% | 513 | -393 | -3.66% | Q1 2026 | Apr 08, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 10,291 | 642 | 0.01% | 0.01% | 514 | +838 | 8.86% | Q1 2026 | May 15, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 10,183 | 635 | 0.08% | 0.08% | 515 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MASECO LLP | History | Reduced | 10,139 | 633 | 0.02% | 0.03% | 516 | -483 | -4.55% | Q1 2026 | Apr 21, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 9,412 | 632 | 0.01% | 0.01% | 517 | -29 | -0.31% | Q1 2026 | May 11, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Added to | 10,082 | 629 | 0.12% | 0.13% | 518 | +34 | 0.34% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 9,985 | 623 | 0.02% | 0.02% | 519 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 9,888 | 617 | 0.01% | 0.01% | 520 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Liberty Capital Management, Inc. | History | No change | 10,305 | 613 | 0.11% | 0.11% | 521 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 9,779 | 610 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RAM Investment Partners, LLC | History | Reduced | 9,732 | 607 | 0.11% | 0.12% | 523 | -1,494 | -13.31% | Q1 2026 | May 04, 2026 |
| Keel Point, LLC | History | No change | 10,169 | 605 | 0.04% | 0.04% | 524 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Berkeley, Inc | History | Reduced | 9,660 | 603 | 0.2% | 0.18% | 525 | -99 | -1.01% | Q1 2026 | Apr 24, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 9,646 | 602 | 0.0% | 0.0% | 526 | -3,234 | -25.11% | Q1 2026 | May 14, 2026 |
| Arista Wealth Management, LLC | History | No change | 9,636 | 601 | 0.07% | 0.07% | 527 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 9,607 | 599 | 0.09% | 0.08% | 528 | +816 | 9.28% | Q1 2026 | May 05, 2026 |
| CWA Asset Management Group, LLC | History | No change | 9,470 | 591 | 0.02% | 0.02% | 529 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 9,432 | 588 | 0.01% | 0.01% | 530 | +31 | 0.33% | Q1 2026 | Apr 21, 2026 |
| AlphaCore Capital LLC | History | Added to | 9,342 | 583 | 0.01% | 0.01% | 531 | +2 | 0.02% | Q1 2026 | May 15, 2026 |
| E-Wealth Partners, LLC | History | No change | 9,749 | 580 | 0.49% | 0.49% | 532 | 0 | 0.0% | Q4 2025 | May 13, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 9,266 | 578 | 0.03% | 0.03% | 533 | -3,303 | -26.28% | Q1 2026 | May 06, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 9,191 | 574 | 0.02% | 0.02% | 534 | -325 | -3.42% | Q1 2026 | Apr 21, 2026 |
| Secure Asset Management, LLC | History | No change | 9,100 | 568 | 0.09% | 0.08% | 535 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | No change | 9,033 | 564 | 0.11% | 0.1% | 536 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Five Oceans Advisors | History | Added to | 8,977 | 560 | 0.2% | 0.19% | 537 | +21 | 0.23% | Q1 2026 | Apr 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 8,789 | 548 | 0.01% | 0.01% | 538 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 8,747 | 546 | 0.04% | 0.03% | 539 | +1,238 | 16.49% | Q1 2026 | May 13, 2026 |
| Exeter Financial, LLC | History | Added to | 8,723 | 544 | 0.22% | 0.22% | 540 | +29 | 0.33% | Q1 2026 | Apr 23, 2026 |
| High Probability Advisors, LLC | History | No change | 8,672 | 541 | 0.07% | 0.07% | 541 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 8,610 | 537 | 0.03% | 0.03% | 542 | +17 | 0.2% | Q1 2026 | May 14, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 8,099 | 523 | 0.06% | 0.06% | 543 | +1,080 | 15.39% | Q1 2026 | Apr 22, 2026 |
| NWK Group, Inc. | History | No change | 8,329 | 520 | 0.2% | 0.17% | 544 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 8,322 | 519 | 0.03% | 0.03% | 546 | -98 | -1.16% | Q1 2026 | Apr 28, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 8,317 | 519 | 0.01% | 0.01% | 545 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Monument Group Wealth Advisors, LLC | History | No change | 8,311 | 519 | 0.29% | 0.27% | 547 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| West Wealth Group, LLC | History | New | 8,169 | 510 | 0.1% | — | 548 | +8,169 | New | Q1 2026 | May 11, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 8,153 | 509 | 0.04% | 0.05% | 549 | -1,067 | -11.57% | Q1 2026 | Apr 16, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 8,128 | 507 | 0.02% | 0.02% | 550 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 7,967 | 499 | 0.01% | 0.01% | 551 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clayton Financial Group LLC | History | No change | 7,939 | 495 | 0.25% | 0.24% | 552 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 7,911 | 494 | 0.0% | 0.0% | 553 | -40 | -0.5% | Q1 2026 | May 01, 2026 |
| STEVENS CAPITAL PARTNERS | History | New | 7,853 | 490 | 0.12% | — | 555 | +7,853 | New | Q1 2026 | Apr 24, 2026 |
| J. Derek Lewis & Associates Inc. | History | Added to | 7,853 | 490 | 0.11% | 0.07% | 554 | +3,042 | 63.23% | Q1 2026 | May 21, 2026 |
| Composition Wealth, LLC | History | Reduced | 7,647 | 477 | 0.01% | 0.01% | 556 | -67 | -0.87% | Q1 2026 | Apr 08, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 7,635 | 476 | 0.02% | 0.01% | 557 | +3,405 | 80.5% | Q1 2026 | May 11, 2026 |
| Intrua Financial, LLC | History | No change | 7,558 | 471 | 0.05% | 0.05% | 558 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ridgewood Investments LLC | History | New | 7,499 | 468 | 0.19% | — | 559 | +7,499 | New | Q1 2026 | Apr 03, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 7,485 | 467 | 0.04% | 0.04% | 560 | -107 | -1.41% | Q1 2026 | Apr 30, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 7,833 | 466 | 0.34% | 0.34% | 561 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 7,445 | 464 | 0.31% | 0.3% | 562 | +2 | 0.03% | Q1 2026 | Apr 08, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 7,423 | 463 | 0.09% | 0.08% | 563 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 7,366 | 459 | 0.01% | 0.0% | 565 | +1,508 | 25.74% | Q1 2026 | May 01, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 7,359 | 459 | 0.02% | 0.02% | 564 | +25 | 0.34% | Q1 2026 | Apr 29, 2026 |
| Old Peak Finance LLC | History | Added to | 7,309 | 456 | 0.27% | 0.27% | 566 | +54 | 0.74% | Q1 2026 | Apr 24, 2026 |
| Merited Wealth, LLC | History | Reduced | 7,295 | 455 | 0.38% | 0.45% | 568 | -828 | -10.19% | Q1 2026 | Apr 24, 2026 |
| Colonial Trust Co / SC | History | Reduced | 7,296 | 455 | 0.06% | 0.06% | 567 | -130 | -1.75% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Reduced | 7,271 | 454 | 0.0% | 0.0% | 569 | -1,160 | -13.76% | Q1 2026 | May 15, 2026 |
| Greenline Partners, LLC | History | Added to | 7,264 | 453 | 0.05% | 0.05% | 570 | +18 | 0.25% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | No change | 7,211 | 450 | 0.02% | 0.02% | 571 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 7,211 | 450 | 0.06% | 0.06% | 572 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| STOLZ & ASSOCIATES, PS | History | Reduced | 6,893 | 448 | 0.31% | 0.35% | 574 | -741 | -9.71% | Q1 2026 | Apr 21, 2026 |
| Wick Capital Partners, LLC | History | No change | 7,174 | 448 | 0.08% | 0.08% | 573 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| London & Capital Asset Management Ltd | History | No change | 7,145 | 446 | 0.0% | 0.0% | 575 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Total Wealth Planning, LLC | History | No change | 7,381 | 439 | 0.94% | 0.94% | 576 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | Reduced | 6,942 | 433 | 0.34% | 0.34% | 577 | -300 | -4.14% | Q1 2026 | May 06, 2026 |
| Parkside Investments, LLC | History | No change | 6,881 | 429 | 0.05% | 0.05% | 578 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| DBK Financial Counsel, LLC | History | No change | 7,150 | 425 | 0.33% | 0.33% | 579 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Oakworth Capital, Inc. | History | No change | 6,799 | 424 | 0.02% | 0.02% | 580 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| St. Louis Trust Co | History | No change | 6,762 | 422 | 0.05% | 0.05% | 581 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | No change | 6,748 | 421 | 0.09% | 0.08% | 582 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Murphy Pohlad Asset Management LLC | History | No change | 6,693 | 418 | 0.15% | 0.15% | 583 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 7,014 | 417 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Prospera Financial Services Inc | History | Added to | 6,673 | 416 | 0.01% | 0.01% | 585 | +296 | 4.64% | Q1 2026 | Apr 14, 2026 |
| Well Done, LLC | History | No change | 6,623 | 413 | 0.06% | 0.06% | 586 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Reduced | 6,551 | 409 | 0.09% | 0.1% | 587 | -522 | -7.38% | Q1 2026 | Apr 20, 2026 |
| Geometric Wealth Advisors | History | No change | 6,522 | 407 | 0.05% | 0.05% | 588 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | No change | 6,479 | 404 | 0.07% | 0.07% | 589 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 6,456 | 403 | 0.08% | 0.08% | 590 | +727 | 12.69% | Q1 2026 | May 15, 2026 |
| Busey Bank | History | No change | 6,446 | 402 | 0.01% | 0.01% | 591 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fortis Advisors, LLC | History | Added to | 6,382 | 398 | 0.2% | 0.21% | 592 | +22 | 0.35% | Q1 2026 | May 14, 2026 |
| First Financial Group Corp | History | No change | 6,300 | 393 | 0.32% | 0.32% | 593 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 6,281 | 392 | 0.0% | 0.0% | 594 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 6,263 | 391 | 0.26% | 0.25% | 595 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Keener Financial Planning LLC | History | No change | 6,225 | 388 | 0.16% | 0.16% | 596 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BCO Wealth Management LLC | History | No change | 6,184 | 386 | 0.23% | 0.23% | 597 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 6,118 | 382 | 0.11% | 0.11% | 598 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Corundum Group, Inc. | History | New | 6,081 | 379 | 0.13% | — | 599 | +6,081 | New | Q1 2026 | Apr 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 5,710 | 377 | 0.01% | — | 600 | +5,710 | New | Q1 2026 | May 01, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 6,001 | 374 | 0.05% | 0.05% | 601 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Syverson Strege & Co | History | Added to | 5,926 | 370 | 0.09% | 0.08% | 602 | +16 | 0.27% | Q1 2026 | May 04, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 5,913 | 369 | 0.15% | 0.16% | 604 | +12 | 0.2% | Q1 2026 | Apr 08, 2026 |
| Verus Financial Partners, Inc. | History | No change | 5,678 | 369 | 0.03% | 0.03% | 603 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 5,886 | 367 | 0.15% | 0.15% | 605 | -287 | -4.65% | Q1 2026 | Apr 23, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | No change | 5,814 | 363 | 0.23% | 0.23% | 606 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | No change | 5,819 | 363 | 0.24% | 0.23% | 607 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 5,796 | 361 | 0.0% | 0.0% | 608 | -1 | -0.02% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Reduced | 5,733 | 358 | 0.0% | 0.01% | 609 | -945 | -14.15% | Q1 2026 | May 15, 2026 |
| Tranquility Partners, LLC | History | Added to | 5,738 | 358 | 0.14% | 0.12% | 610 | +117 | 2.08% | Q1 2026 | Apr 20, 2026 |
| Whalen Wealth Management Inc. | History | Added to | 5,717 | 357 | 0.19% | 0.18% | 612 | +19 | 0.33% | Q1 2026 | Apr 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 5,720 | 357 | 0.03% | 0.03% | 611 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vision Capital Management, Inc. | History | No change | 5,699 | 355 | 0.04% | 0.04% | 613 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Oath Planning, LLC | History | Reduced | 5,657 | 353 | 0.31% | 0.33% | 616 | -28 | -0.49% | Q1 2026 | May 08, 2026 |
| Sequent Asset Management, LLC | History | No change | 5,932 | 353 | 0.16% | 0.16% | 614 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 5,658 | 353 | 0.08% | 0.08% | 615 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| HANOVER ADVISORS INC | History | No change | 5,595 | 349 | 0.14% | 0.13% | 617 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 5,579 | 348 | 0.04% | 0.05% | 618 | +1,359 | 32.2% | Q1 2026 | Apr 17, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 5,544 | 346 | 0.0% | 0.0% | 619 | +60 | 1.09% | Q1 2026 | Apr 21, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 5,541 | 346 | 0.16% | 0.15% | 620 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 5,514 | 344 | 0.02% | 0.02% | 621 | +60 | 1.1% | Q1 2026 | Apr 21, 2026 |
| Venture Visionary Partners LLC | History | Added to | 5,498 | 343 | 0.01% | 0.01% | 623 | +1 | 0.02% | Q1 2026 | May 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 5,506 | 343 | 0.02% | 0.02% | 622 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Everest Financial Group LLC | History | New | 5,459 | 340 | 0.06% | — | 625 | +5,459 | New | Q1 2026 | May 15, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 5,455 | 340 | 0.06% | 0.06% | 624 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Cypress Point Wealth Management, LLC | History | Reduced | 5,407 | 337 | 0.07% | 0.07% | 626 | -70 | -1.28% | Q1 2026 | Apr 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 5,376 | 335 | 0.0% | 0.0% | 627 | +3,442 | 177.97% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 5,336 | 333 | 0.02% | 0.02% | 628 | +1,366 | 34.41% | Q1 2026 | Apr 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 5,324 | 331 | 0.0% | 0.0% | 629 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Goldstein Advisors, LLC | History | No change | 5,310 | 331 | 0.04% | 0.04% | 630 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 5,300 | 330 | 0.01% | 0.01% | 631 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | No change | 5,082 | 330 | 0.19% | 0.19% | 632 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 5,288 | 330 | 0.05% | 0.04% | 633 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Accredited Investors Inc. | History | Added to | 5,279 | 329 | 0.02% | 0.01% | 634 | +978 | 22.74% | Q1 2026 | Apr 30, 2026 |
| Bannerstone Capital Management, LLC | History | New | 5,254 | 328 | 0.3% | — | 636 | +5,254 | New | Q1 2026 | May 11, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 5,258 | 328 | 0.07% | 0.07% | 635 | +17 | 0.32% | Q1 2026 | Apr 21, 2026 |
| NorthRock Partners, LLC | History | Added to | 5,233 | 326 | 0.01% | 0.0% | 637 | +978 | 22.98% | Q1 2026 | May 15, 2026 |
| Mustard Seed Financial, LLC | History | No change | 5,204 | 325 | 0.19% | 0.19% | 638 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PEAVINE CAPITAL, LLC | History | No change | 5,188 | 323 | 0.07% | 0.07% | 639 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Fiduciary Alliance LLC | History | Added to | 4,974 | 322 | 0.02% | 0.02% | 640 | +393 | 8.58% | Q1 2026 | Apr 20, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 5,143 | 321 | 0.39% | 0.33% | 641 | -34 | -0.66% | Q1 2026 | May 05, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 5,138 | 320 | 0.02% | 0.02% | 642 | -642 | -11.11% | Q1 2026 | Apr 28, 2026 |
| Independent Advisor Alliance | History | New | 5,103 | 318 | 0.0% | — | 643 | +5,103 | New | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 85,947 | 314 | 0.01% | 0.02% | 644 | -4,175 | -4.63% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Reduced | 4,750 | 314 | 0.01% | 0.01% | 645 | -192 | -3.89% | Q1 2026 | May 14, 2026 |
| Moss Adams Wealth Advisors LLC | History | New | 5,022 | 313 | 0.02% | — | 648 | +5,022 | New | Q1 2026 | Apr 23, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 5,018 | 313 | 0.02% | 0.0% | 647 | +3,895 | 346.84% | Q1 2026 | May 06, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 5,022 | 313 | 0.01% | 0.01% | 646 | +17 | 0.34% | Q1 2026 | May 13, 2026 |
| Brookwood Investment Group LLC | History | Reduced | 5,004 | 312 | 0.04% | 0.04% | 649 | -300 | -5.66% | Q1 2026 | May 04, 2026 |
| McCartney Wealth Management LLC | History | No change | 4,978 | 310 | 0.26% | 0.26% | 650 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 4,932 | 308 | 0.0% | 0.0% | 651 | -110 | -2.18% | Q1 2026 | May 08, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 4,891 | 305 | 0.2% | 0.2% | 652 | +16 | 0.33% | Q1 2026 | Apr 14, 2026 |
| Stonebridge Financial Group, LLC / MO | History | Added to | 4,868 | 304 | 0.26% | 0.23% | 653 | +450 | 10.19% | Q1 2026 | Apr 17, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 4,844 | 302 | 0.18% | 0.19% | 655 | +8 | 0.17% | Q1 2026 | May 12, 2026 |
| ST GERMAIN D J CO INC | History | No change | 4,846 | 302 | 0.01% | 0.01% | 654 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 4,830 | 301 | 0.0% | 0.0% | 656 | -101 | -2.05% | Q1 2026 | May 01, 2026 |
| Smith Partners Wealth Management, LLC | History | No change | 4,802 | 299 | 0.27% | 0.26% | 657 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 4,764 | 297 | 0.0% | 0.0% | 658 | -47 | -0.98% | Q1 2026 | May 14, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 4,697 | 293 | 0.14% | 0.14% | 659 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| LongView Wealth Management | History | Reduced | 4,500 | 292 | 0.07% | 0.21% | 661 | -9,600 | -68.09% | Q1 2026 | Apr 15, 2026 |
| Gryphon Financial Partners LLC | History | No change | 4,686 | 292 | 0.03% | 0.03% | 660 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Fisher Asset Management, LLC | History | Added to | 4,637 | 289 | 0.0% | 0.0% | 662 | +1,240 | 36.5% | Q1 2026 | May 05, 2026 |
| Third View Private Wealth, LLC | History | No change | 4,638 | 289 | 0.04% | 0.04% | 663 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Significant Wealth Partners LLC | History | No change | 4,611 | 287 | 0.35% | 0.31% | 664 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| World Investment Advisors | History | New | 4,576 | 285 | 0.0% | — | 666 | +4,576 | New | Q1 2026 | Apr 27, 2026 |
| Ellenbecker Investment Group | History | Added to | 4,575 | 285 | 0.04% | 0.04% | 665 | +4 | 0.09% | Q1 2026 | Apr 23, 2026 |
| SCS Capital Management LLC | History | New | 4,457 | 278 | 0.0% | — | 667 | +4,457 | New | Q1 2026 | May 11, 2026 |
| North Capital, Inc. | History | Added to | 4,428 | 276 | 0.23% | 0.23% | 669 | +14 | 0.32% | Q1 2026 | Apr 30, 2026 |
| Destination Wealth Management | History | No change | 4,428 | 276 | 0.01% | 0.01% | 668 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Accretive Wealth Partners, LLC | History | New | 4,316 | 269 | 0.08% | — | 671 | +4,316 | New | Q1 2026 | Apr 22, 2026 |
| Woodside Wealth Management LLC | History | No change | 4,320 | 269 | 0.21% | 0.19% | 670 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Kera Capital Partners, Inc. | History | New | 4,298 | 268 | 0.03% | — | 674 | +4,298 | New | Q1 2026 | May 06, 2026 |
| GeoWealth Management, LLC | History | No change | 4,297 | 268 | 0.01% | 0.01% | 672 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | No change | 4,296 | 268 | 0.0% | 0.0% | 673 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 4,268 | 267 | 0.01% | 0.01% | 675 | +361 | 9.24% | Q1 2026 | May 12, 2026 |
| Key FInancial Inc | History | Reduced | 4,200 | 262 | 0.05% | 0.05% | 676 | -321 | -7.1% | Q1 2026 | Apr 24, 2026 |
| Oder Investment Management, LLC | History | Added to | 4,195 | 261 | 0.2% | 0.16% | 677 | +489 | 13.19% | Q1 2026 | May 05, 2026 |
| Crescent Grove Advisors, LLC | History | New | 4,144 | 258 | 0.02% | — | 679 | +4,144 | New | Q1 2026 | May 06, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 4,139 | 258 | 0.02% | 0.02% | 678 | -111 | -2.61% | Q1 2026 | Apr 06, 2026 |
| FF Advisors,LLC | History | No change | 3,868 | 257 | 0.1% | 0.1% | 680 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CORTLAND ASSOCIATES INC/MO | History | Reduced | 4,105 | 256 | 0.04% | 0.04% | 681 | -780 | -15.97% | Q1 2026 | Apr 30, 2026 |
| Flagstone Financial Management | History | No change | 4,113 | 256 | 0.06% | 0.06% | 682 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| UMB Bank, n.a. | History | Added to | 4,091 | 255 | 0.0% | 0.0% | 683 | +2,108 | 106.3% | Q1 2026 | May 11, 2026 |
| SilverOak Wealth Management LLC | History | No change | 4,094 | 255 | 0.04% | 0.04% | 684 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 4,083 | 254 | 0.05% | 0.05% | 685 | +2 | 0.05% | Q1 2026 | Apr 13, 2026 |
| Mokosak Advisory Group, LLC | History | Added to | 4,053 | 253 | 0.06% | 0.06% | 686 | +14 | 0.35% | Q1 2026 | Apr 28, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 4,035 | 252 | 0.0% | 0.0% | 687 | +8 | 0.2% | Q1 2026 | May 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 4,033 | 251 | 0.0% | 0.0% | 688 | +60 | 1.51% | Q1 2026 | May 13, 2026 |
| Core Wealth Management, Inc. | History | No change | 4,025 | 251 | 0.08% | 0.07% | 689 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CGN Advisors LLC | History | Reduced | 4,017 | 250 | 0.02% | 0.02% | 691 | -948 | -19.09% | Q1 2026 | Apr 13, 2026 |
| Winter & Associates, Inc. | History | Reduced | 3,974 | 250 | 0.22% | 0.26% | 692 | -831 | -17.29% | Q1 2026 | Apr 08, 2026 |
| HEFFERNAN ADVISORY, INC | History | Added to | 4,018 | 250 | 0.23% | 0.23% | 690 | +12 | 0.3% | Q1 2026 | Apr 27, 2026 |
| Pacifica Partners Inc. | History | No change | 4,000 | 249 | 0.08% | 0.11% | 693 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 3,983 | 248 | 0.03% | 0.03% | 694 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Two West Capital Advisors LLC | History | New | 3,742 | 247 | 0.13% | — | 695 | +3,742 | New | Q1 2026 | May 04, 2026 |
| Brookstone Capital Management | History | Added to | 3,949 | 246 | 0.0% | 0.0% | 696 | +279 | 7.6% | Q1 2026 | Apr 16, 2026 |
| Nova R Wealth, Inc. | History | Added to | 3,949 | 246 | 0.08% | 0.09% | 697 | +13 | 0.33% | Q1 2026 | Apr 17, 2026 |
| GoalVest Advisory LLC | History | Reduced | 3,900 | 243 | 0.05% | 0.05% | 698 | -150 | -3.7% | Q1 2026 | Apr 13, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Reduced | 3,900 | 243 | 0.15% | 0.15% | 699 | -150 | -3.7% | Q1 2026 | May 05, 2026 |
| GDS Wealth Management | History | No change | 3,881 | 242 | 0.01% | 0.01% | 700 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 3,867 | 241 | 0.0% | 0.02% | 701 | -14,625 | -79.09% | Q1 2026 | Apr 14, 2026 |
| NWAM LLC | History | New | 3,828 | 239 | 0.01% | — | 702 | +3,828 | New | Q1 2026 | May 04, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 3,814 | 238 | 0.0% | 0.0% | 703 | +13 | 0.34% | Q1 2026 | May 13, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 3,800 | 237 | 0.0% | 0.0% | 704 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Private Advisory Group LLC | History | New | 3,734 | 233 | 0.02% | — | 707 | +3,734 | New | Q1 2026 | May 08, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 3,735 | 233 | 0.01% | 0.01% | 705 | -1,018 | -21.42% | Q1 2026 | May 07, 2026 |
| Prism Planning Partners LLC | History | No change | 3,732 | 233 | 0.28% | 0.25% | 706 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Fermata Advisors, LLC | History | Added to | 3,727 | 232 | 0.05% | 0.05% | 708 | +12 | 0.32% | Q1 2026 | Apr 08, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 3,717 | 232 | 0.05% | 0.05% | 709 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Western Wealth Management, LLC | History | New | 3,710 | 231 | 0.01% | — | 711 | +3,710 | New | Q1 2026 | May 19, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 3,709 | 231 | 0.04% | 0.04% | 710 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ironwood Financial, llc | History | No change | 3,653 | 228 | 0.04% | 0.04% | 712 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Everhart Financial Group, Inc. | History | New | 3,636 | 227 | 0.02% | — | 715 | +3,636 | New | Q1 2026 | Apr 09, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 3,645 | 227 | 0.03% | 0.03% | 713 | +5 | 0.14% | Q1 2026 | Apr 15, 2026 |
| Americana Partners, LLC | History | No change | 3,640 | 227 | 0.01% | 0.01% | 714 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 3,605 | 225 | 0.12% | 0.13% | 716 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Caldwell Trust Co | History | No change | 3,606 | 225 | 0.02% | 0.02% | 717 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Brooklyn Investment Group | History | New | 3,598 | 224 | 0.01% | — | 718 | +3,598 | New | Q1 2026 | Apr 29, 2026 |
| SLT Holdings LLC | History | No change | 3,565 | 222 | 0.15% | 0.14% | 719 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Integrity Investment Advisors, LLC | History | No change | 3,524 | 220 | 0.12% | 0.12% | 720 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ascent Group, LLC | History | Reduced | 3,517 | 219 | 0.01% | 0.01% | 721 | -132 | -3.62% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 3,479 | 217 | 0.01% | 0.01% | 722 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 3,428 | 214 | 0.01% | — | 723 | +3,428 | New | Q1 2026 | Apr 23, 2026 |
| Harbor Group, Inc. | History | Reduced | 3,422 | 213 | 0.03% | 0.03% | 724 | -62 | -1.78% | Q1 2026 | Apr 10, 2026 |
| Align Financial, LLC | History | Reduced | 3,342 | 208 | 0.12% | 0.12% | 726 | -195,641 | -98.32% | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | No change | 3,336 | 208 | 0.03% | 0.03% | 725 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Balanced Rock Investment Advisors LLC | History | New | 3,323 | 207 | 0.15% | — | 728 | +3,323 | New | Q1 2026 | May 13, 2026 |
| Canal Capital Management, LLC | History | New | 3,319 | 207 | 0.03% | — | 727 | +3,319 | New | Q1 2026 | Apr 27, 2026 |
| Weil Company, Inc. | History | New | 3,312 | 206 | 0.05% | — | 730 | +3,312 | New | Q1 2026 | Apr 15, 2026 |
| Cadence Bank | History | No change | 3,476 | 206 | 0.01% | 0.01% | 729 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Elmwood Wealth Management, Inc. | History | New | 3,296 | 205 | 0.06% | — | 733 | +3,296 | New | Q1 2026 | Apr 09, 2026 |
| Novak & Powell Financial Services, Inc. | History | New | 3,290 | 205 | 0.11% | — | 734 | +3,290 | New | Q1 2026 | May 14, 2026 |
| First Bancorp, Inc /ME/ | History | New | 3,286 | 205 | 0.1% | — | 732 | +3,286 | New | Q1 2026 | Apr 20, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 3,291 | 205 | 0.01% | 0.01% | 731 | -2,774 | -45.74% | Q1 2026 | May 14, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | New | 3,280 | 204 | 0.02% | — | 736 | +3,280 | New | Q1 2026 | May 13, 2026 |
| One Day In July LLC | History | New | 3,277 | 204 | 0.02% | — | 735 | +3,277 | New | Q1 2026 | May 05, 2026 |
| Marble Wealth, LLC | History | New | 3,271 | 204 | 0.04% | — | 737 | +3,271 | New | Q1 2026 | May 14, 2026 |
| WestHill Financial Advisors, Inc. | History | New | 3,261 | 203 | 0.04% | — | 738 | +3,261 | New | Q1 2026 | Apr 09, 2026 |
| SAGE RHINO CAPITAL LLC | History | New | 3,260 | 203 | 0.04% | — | 739 | +3,260 | New | Q1 2026 | Apr 28, 2026 |
| Advyzon Investment Management, LLC | History | New | 3,207 | 200 | 0.02% | — | 741 | +3,207 | New | Q1 2026 | May 12, 2026 |
| Financial Concepts Unlimited, Inc. | History | New | 3,204 | 200 | 0.18% | — | 742 | +3,204 | New | Q1 2026 | May 05, 2026 |
| Invariant Investment Management | History | New | 3,090 | 200 | 0.12% | — | 740 | +3,090 | New | Q1 2026 | Apr 13, 2026 |
| Red Tortoise LLC | History | No change | 3,175 | 198 | 0.08% | 0.08% | 743 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 3,123 | 195 | 0.01% | 0.01% | 744 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 3,093 | 193 | 0.0% | — | 745 | +3,093 | New | Q1 2026 | May 07, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,942 | 183 | 0.01% | 0.01% | 746 | +6 | 0.2% | Q1 2026 | Apr 17, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 2,903 | 181 | 0.1% | 0.11% | 747 | -523 | -15.27% | Q1 2026 | May 13, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 2,733 | 170 | 0.14% | 0.15% | 748 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Operose Advisors LLC | History | Added to | 2,714 | 169 | 0.04% | 0.03% | 749 | +725 | 36.45% | Q1 2026 | May 12, 2026 |
| Abound Wealth Management | History | Added to | 2,642 | 164 | 0.04% | 0.03% | 750 | +344 | 14.97% | Q1 2026 | Apr 10, 2026 |
| Hurley Capital, LLC | History | Added to | 2,554 | 159 | 0.09% | 0.08% | 751 | +7 | 0.27% | Q1 2026 | May 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,499 | 156 | 0.0% | 0.0% | 752 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Princeton Global Asset Management LLC | History | No change | 2,500 | 156 | 0.03% | 0.02% | 753 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Forum Finance Group S.A. | History | New | 3,070 | 155 | 0.08% | — | 754 | +3,070 | New | Q1 2026 | May 07, 2026 |
| MOTCO | History | No change | 2,352 | 146 | 0.01% | 0.01% | 755 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 2,333 | 145 | 0.01% | 0.01% | 756 | +26 | 1.13% | Q1 2026 | May 05, 2026 |
| Investors Research Corp | History | No change | 2,238 | 139 | 0.03% | 0.02% | 757 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 2,115 | 132 | 0.06% | 0.06% | 758 | -84 | -3.82% | Q1 2026 | May 14, 2026 |
| BankChampaign, National Association | History | Added to | 2,063 | 128 | 0.13% | 0.14% | 760 | +2,025 | 5328.95% | Q1 2026 | May 21, 2026 |
| Glassman Wealth Services | History | No change | 2,054 | 128 | 0.02% | 0.02% | 759 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| S.A. Mason LLC | History | No change | 2,029 | 126 | 0.05% | 0.05% | 761 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 1,991 | 124 | 0.0% | — | 762 | +1,991 | New | Q1 2026 | May 15, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 1,637 | 102 | 0.16% | — | 764 | +1,637 | New | Q1 2026 | May 04, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 1,649 | 102 | 0.02% | 0.02% | 763 | +4 | 0.24% | Q1 2026 | Apr 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 1,510 | 94 | 0.02% | 0.0% | 765 | +1,391 | 1168.91% | Q1 2026 | Apr 29, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 1,401 | 87 | 0.02% | 0.02% | 766 | -46 | -3.18% | Q1 2026 | Apr 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,383 | 86 | 0.0% | — | 767 | +1,383 | New | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO | History | No change | 1,329 | 83 | 0.0% | 0.0% | 768 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,337 | 83 | 0.01% | 0.01% | 769 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Providence Capital Advisors, LLC | History | No change | 1,329 | 82 | 0.01% | 0.01% | 770 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 1,301 | 81 | 0.01% | 0.0% | 771 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,300 | 81 | 0.01% | 0.01% | 772 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Arax Advisory Partners | History | Added to | 1,264 | 80 | 0.0% | 0.0% | 773 | +287 | 29.38% | Q1 2026 | May 13, 2026 |
| JPL Wealth Management, LLC | History | New | 1,272 | 79 | 0.02% | — | 774 | +1,272 | New | Q1 2026 | May 08, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 1,237 | 77 | 0.05% | 0.05% | 775 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 1,233 | 76 | 0.05% | 0.05% | 776 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SITTNER & NELSON, LLC | History | No change | 1,213 | 75 | 0.03% | 0.03% | 777 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| John A. Wolfe & Associates, Inc. | History | New | 1,163 | 72 | 0.11% | — | 778 | +1,163 | New | Q1 2026 | May 04, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 1,116 | 69 | 0.01% | 0.01% | 779 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HOWE & RUSLING INC | History | No change | 1,101 | 68 | 0.0% | 0.0% | 780 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 1,089 | 67 | 0.02% | — | 781 | +1,089 | New | Q1 2026 | Apr 13, 2026 |
| CDKV HOLDINGS LLC | History | No change | 1,062 | 66 | 0.06% | 0.05% | 782 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Global Trust Asset Management, LLC | History | No change | 1,000 | 62 | 0.02% | 0.02% | 783 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Nemes Rush Group LLC | History | Added to | 978 | 61 | 0.01% | 0.0% | 785 | +103 | 11.77% | Q1 2026 | Apr 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 976 | 61 | 0.0% | 0.0% | 784 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 976 | 60 | 0.0% | 0.0% | 786 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CGC Financial Services, LLC | History | No change | 942 | 58 | 0.02% | 0.01% | 787 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Magnolia Wealth Management, LLC | History | New | 908 | 56 | 0.03% | — | 788 | +908 | New | Q1 2026 | May 06, 2026 |
| VANGUARD ADVISERS INC | History | New | 868 | 54 | 0.0% | — | 789 | +868 | New | Q1 2026 | May 08, 2026 |
| IAG Wealth Partners, LLC | History | No change | 852 | 53 | 0.01% | 0.01% | 790 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Timmons Wealth Management, LLC | History | No change | 834 | 52 | 0.05% | 0.05% | 791 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 832 | 51 | 0.01% | 0.01% | 792 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PETERSON WEALTH MANAGEMENT | History | New | 816 | 50 | 0.03% | — | 794 | +816 | New | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 811 | 50 | 0.0% | 0.0% | 793 | +270 | 49.91% | Q1 2026 | May 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 749 | 49 | 0.0% | 0.0% | 795 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| STEPH & CO | History | No change | 711 | 44 | 0.01% | 0.01% | 796 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WealthShield Partners, LLC | History | No change | 712 | 44 | 0.0% | 0.0% | 797 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Financial Connections Group, Inc. | History | No change | 680 | 42 | 0.01% | 0.01% | 798 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Mascoma Wealth Management LLC | History | No change | 575 | 35 | 0.01% | 0.01% | 799 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Rossby Financial, LCC | History | Added to | 549 | 34 | 0.01% | 0.01% | 800 | +4 | 0.73% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 557 | 33 | 0.0% | 0.0% | 801 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 520 | 32 | 0.02% | 0.02% | 802 | +12 | 2.36% | Q1 2026 | May 01, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 497 | 31 | 0.0% | 0.0% | 803 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 500 | 30 | 0.0% | — | 804 | +500 | New | Q1 2026 | May 12, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 448 | 27 | 0.0% | 0.0% | 805 | -271 | -37.69% | Q1 2026 | May 19, 2026 |
| CoreFirst Bank & Trust | History | No change | 443 | 26 | 0.01% | 0.01% | 806 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 396 | 24 | 0.0% | 0.0% | 807 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| DecisionPoint Financial, LLC | History | New | 371 | 23 | 0.0% | — | 809 | +371 | New | Q1 2026 | May 06, 2026 |
| United Community Bank | History | No change | 377 | 23 | 0.01% | 0.01% | 808 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Community Financial Services Group, LLC | History | New | 357 | 22 | 0.0% | — | 812 | +357 | New | Q1 2026 | Apr 08, 2026 |
| Creative Capital Management Investments LLC | History | No change | 356 | 22 | 0.01% | 0.01% | 810 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Transce3nd, LLC | History | No change | 367 | 22 | 0.2% | 0.19% | 811 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 319 | 19 | 0.01% | 0.01% | 813 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 309 | 19 | 0.01% | 0.01% | 814 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Westside Investment Management, Inc. | History | Added to | 300 | 18 | 0.0% | 0.0% | 815 | +186 | 163.16% | Q1 2026 | May 04, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 253 | 15 | 0.0% | 0.0% | 816 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 174 | 10 | 0.0% | 0.0% | 817 | +4 | 2.35% | Q1 2026 | May 11, 2026 |
| Truvestments Capital LLC | History | Added to | 164 | 10 | 0.0% | 0.0% | 818 | +1 | 0.61% | Q1 2026 | May 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 135 | 8 | 0.01% | 0.01% | 819 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| True Link Financial Advisors, LLC | History | New | 60 | 3 | 0.0% | — | 821 | +60 | New | Q1 2026 | Apr 29, 2026 |
| TRUST CO OF VERMONT | History | No change | 57 | 3 | 0.0% | 0.0% | 820 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Winch Advisory Services, LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 822 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Trust Co | History | No change | 44 | 2 | 0.0% | 0.0% | 823 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 36 | 2 | 0.0% | 0.0% | 824 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Archer Investment Corp | History | No change | 35 | 2 | 0.0% | 0.0% | 825 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 826 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| McMill Wealth Management | History | Closed out | 0 | 0 | — | 4.68% | — | -279,357 | -100.0% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -244,100 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -88,898 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 3.78% | — | -84,545 | -100.0% | Q1 2026 | May 11, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -19,972 | -100.0% | Q1 2026 | May 12, 2026 |
| Summit Trail Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,382 | -100.0% | Q1 2026 | May 12, 2026 |
| Francis Financial, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -11,409 | -100.0% | Q1 2026 | May 07, 2026 |
| Kaufman Rossin Wealth, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -10,760 | -100.0% | Q1 2026 | Apr 17, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,653 | -100.0% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,537 | -100.0% | Q1 2026 | May 12, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,315 | -100.0% | Q1 2026 | May 14, 2026 |
| Chico Wealth RIA | History | Closed out | 0 | 0 | — | 0.23% | — | -5,859 | -100.0% | Q1 2026 | May 08, 2026 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -5,227 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Linscomb Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,020 | -100.0% | Q1 2026 | May 11, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,924 | -100.0% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,817 | -100.0% | Q1 2026 | May 15, 2026 |
| Pettinga Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,956 | -100.0% | Q1 2026 | Apr 13, 2026 |
| WASHINGTON TRUST BANK | History | Closed out | 0 | 0 | — | 0.02% | — | -3,640 | -100.0% | Q1 2026 | May 07, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,370 | -100.0% | Q1 2026 | May 04, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,014 | -100.0% | Q1 2026 | May 04, 2026 |
| Intelligent Financial Strategies | History | Closed out | 0 | 0 | — | 0.02% | — | -729 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Integrity Financial Corp /WA | History | Closed out | 0 | 0 | — | 0.01% | — | -369 | -100.0% | Q1 2026 | May 14, 2026 |
| Wilkerson Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -116 | -100.0% | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | Apr 27, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |