Dimensional ETF Trust - DFAU
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sequoia Financial Advisors, LLC | History | Added to | 7,379,642 | 332,969 | 1.86% | 1.86% | 1 | +254,218 | 3.57% | Q1 2026 | Apr 30, 2026 |
| RVW Wealth, LLC | History | Added to | 4,630,535 | 208,929 | 16.27% | 16.13% | 2 | +118,160 | 2.62% | Q1 2026 | Apr 08, 2026 |
| Sageworth Trust Co | History | Reduced | 4,479,578 | 202,118 | 8.69% | 9.03% | 3 | -25,051 | -0.56% | Q1 2026 | Apr 29, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 4,423,579 | 199,591 | 1.95% | 1.99% | 4 | +83,664 | 1.93% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 3,971,781 | 179,206 | 0.73% | 0.74% | 5 | +122,381 | 3.18% | Q1 2026 | May 14, 2026 |
| Annex Advisory Services, LLC | History | Added to | 3,707,366 | 167,276 | 3.13% | 2.56% | 6 | +838,701 | 29.24% | Q1 2026 | Apr 16, 2026 |
| Focus Partners Wealth | History | Added to | 3,513,024 | 158,507 | 0.18% | 0.18% | 7 | +130,255 | 3.85% | Q1 2026 | May 14, 2026 |
| Aquire Wealth Advisors, LLC | History | Added to | 3,418,428 | 154,239 | 40.53% | 40.35% | 8 | +102,457 | 3.09% | Q1 2026 | Apr 10, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 3,221,110 | 145,336 | 1.74% | 1.79% | 9 | -81,290 | -2.46% | Q1 2026 | May 06, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | Added to | 3,117,907 | 140,679 | 44.57% | 44.26% | 10 | +19,309 | 0.62% | Q1 2026 | May 15, 2026 |
| Kooman & Associates | History | Added to | 2,870,941 | 129,536 | 38.62% | 39.17% | 11 | +41,452 | 1.46% | Q1 2026 | Apr 21, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 2,801,353 | 126,397 | 0.67% | 0.88% | 12 | +132,899 | 4.98% | Q1 2026 | May 15, 2026 |
| Blankinship & Foster, LLC | History | Reduced | 2,622,490 | 118,326 | 26.16% | 26.85% | 13 | -32,072 | -1.21% | Q1 2026 | Apr 17, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 2,537,064 | 114,472 | 2.06% | 2.1% | 14 | +134,302 | 5.59% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Added to | 2,153,540 | 105,760 | 1.57% | 0.1% | 15 | +2,044,648 | 1877.68% | Q1 2026 | Apr 20, 2026 |
| AE Wealth Management LLC | History | Added to | 2,335,738 | 105,388 | 0.57% | 0.61% | 16 | +78,560 | 3.48% | Q1 2026 | May 13, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 2,299,502 | 103,753 | 21.13% | 20.59% | 17 | -126,588 | -5.22% | Q1 2026 | Apr 08, 2026 |
| Arista Wealth Management, LLC | History | Reduced | 2,068,805 | 93,344 | 11.36% | 12.34% | 18 | -75,334 | -3.51% | Q1 2026 | Apr 30, 2026 |
| Elser Financial Planning, Inc | History | New | 1,981,512 | 89,356 | 4.34% | — | 19 | +1,981,512 | New | Q1 2026 | Apr 15, 2026 |
| Krilogy Financial LLC | History | Added to | 1,789,151 | 86,738 | 2.79% | 2.82% | 20 | +52,946 | 3.05% | Q1 2026 | Apr 17, 2026 |
| Savant Capital, LLC | History | Added to | 1,908,237 | 86,099 | 0.42% | 0.37% | 21 | +533,988 | 38.86% | Q1 2026 | May 04, 2026 |
| WPWealth LLP | History | Added to | 1,862,102 | 84,018 | 12.84% | 12.93% | 22 | +97,042 | 5.5% | Q1 2026 | May 11, 2026 |
| MASECO LLP | History | Added to | 1,838,563 | 82,937 | 2.6% | 2.94% | 23 | +395,171 | 27.38% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 1,825,892 | 82,351 | 0.83% | 0.93% | 24 | +211,846 | 13.13% | Q1 2026 | May 13, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 1,680,166 | 75,809 | 19.41% | 19.84% | 25 | +71,173 | 4.42% | Q1 2026 | Apr 17, 2026 |
| Pioneer Wealth Management Group | History | Added to | 1,630,612 | 73,573 | 20.64% | 21.02% | 26 | +151,285 | 10.23% | Q1 2026 | Apr 08, 2026 |
| BCM ADVISORS, LLC | History | Reduced | 1,196,470 | 59,261 | 11.69% | 11.55% | 27 | -70,129 | -5.54% | Q1 2026 | May 05, 2026 |
| HB Wealth Management, LLC | History | Reduced | 1,278,772 | 57,698 | 0.37% | 0.41% | 28 | -64,528 | -4.8% | Q1 2026 | Apr 27, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 1,270,608 | 57,329 | 15.79% | 16.69% | 29 | -8,215 | -0.64% | Q1 2026 | Apr 14, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 1,260,926 | 56,892 | 13.82% | 13.87% | 30 | +22,553 | 1.82% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 1,255,040 | 56,627 | 0.06% | 0.06% | 31 | +68,009 | 5.73% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,207,861 | 54,498 | 0.08% | 0.08% | 32 | -4,275 | -0.35% | Q1 2026 | Apr 27, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 1,105,138 | 54,240 | 0.97% | 2.5% | 33 | -16,625 | -1.48% | Q1 2026 | May 01, 2026 |
| Sterling Wealth Advisors Inc | History | Reduced | 1,093,723 | 53,679 | 30.61% | 31.12% | 34 | -8,118 | -0.74% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Added to | 1,181,696 | 53,316 | 0.06% | 0.06% | 35 | +46,332 | 4.08% | Q1 2026 | May 13, 2026 |
| Essential Planning, LLC. | History | Reduced | 1,132,361 | 51,092 | 16.25% | 17.41% | 36 | -34,025 | -2.92% | Q1 2026 | Apr 22, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 1,110,841 | 50,765 | 11.53% | 11.37% | 37 | -508,136 | -31.39% | Q1 2026 | Apr 14, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 1,115,216 | 50,318 | 6.91% | 6.95% | 38 | +37,088 | 3.44% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,059,654 | 47,811 | 2.47% | 2.3% | 39 | +138,490 | 15.03% | Q1 2026 | Apr 17, 2026 |
| LPL Financial LLC | History | Reduced | 1,052,401 | 47,484 | 0.01% | 0.01% | 40 | -5,601 | -0.53% | Q1 2026 | May 06, 2026 |
| CURIO WEALTH, LLC | History | Added to | 1,051,049 | 47,423 | 16.21% | 16.25% | 41 | +83,926 | 8.68% | Q1 2026 | May 11, 2026 |
| BRIGHTON JONES LLC | History | Added to | 995,411 | 44,912 | 1.89% | 1.72% | 42 | +258 | 0.03% | Q1 2026 | Apr 28, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 962,980 | 43,449 | 15.11% | 15.54% | 43 | -2,983 | -0.31% | Q1 2026 | May 01, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 961,297 | 43,373 | 17.58% | 18.57% | 44 | +59,212 | 6.56% | Q1 2026 | Apr 30, 2026 |
| Alpha Financial Advisors, LLC | History | Added to | 952,081 | 42,957 | 13.16% | 12.94% | 45 | +47,813 | 5.29% | Q1 2026 | May 11, 2026 |
| TCP Asset Management, LLC | History | Added to | 949,861 | 42,857 | 5.51% | 7.44% | 46 | +6,574 | 0.7% | Q1 2026 | Apr 10, 2026 |
| Note Advisors, LLC | History | Added to | 937,081 | 42,281 | 21.13% | 20.93% | 47 | +76,138 | 8.84% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 928,859 | 41,910 | 6.77% | 4.74% | 48 | +181,941 | 24.36% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 910,877 | 41,130 | 0.06% | 0.05% | 49 | +28,703 | 3.25% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 904,653 | 40,817 | 0.2% | 0.23% | 50 | -29,802 | -3.19% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 897,061 | 40,475 | 0.3% | 0.32% | 51 | -12,299 | -1.35% | Q1 2026 | May 12, 2026 |
| VeraBank, N.A. | History | Added to | 880,610 | 39,733 | 7.27% | 7.17% | 52 | +38,591 | 4.58% | Q1 2026 | May 11, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 877,733 | 39,603 | 2.92% | 2.67% | 53 | +101,558 | 13.08% | Q1 2026 | Apr 15, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 873,258 | 39,401 | 5.94% | 6.1% | 54 | +30,470 | 3.62% | Q1 2026 | Apr 22, 2026 |
| Two West Capital Advisors LLC | History | Added to | 791,906 | 38,866 | 20.6% | 21.42% | 55 | +4,440 | 0.56% | Q1 2026 | May 04, 2026 |
| Advisory Alpha, LLC | History | Reduced | 849,291 | 38,320 | 1.05% | 1.12% | 56 | -31,335 | -3.56% | Q1 2026 | May 14, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 847,418 | 38,235 | 7.28% | 8.16% | 57 | -5,864 | -0.69% | Q1 2026 | Apr 20, 2026 |
| CVA Family Office, LLC | History | Added to | 831,776 | 37,529 | 3.95% | 3.5% | 58 | +181,459 | 27.9% | Q1 2026 | Apr 29, 2026 |
| Plancorp, LLC | History | Added to | 793,409 | 37,329 | 1.06% | 1.12% | 59 | +3,700 | 0.47% | Q1 2026 | Apr 14, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 814,303 | 36,741 | 0.29% | 0.31% | 60 | -10,725 | -1.3% | Q1 2026 | May 01, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 810,253 | 36,558 | 9.65% | 9.66% | 61 | +65,925 | 8.86% | Q1 2026 | Apr 21, 2026 |
| Timonier Family Office, LTD. | History | No change | 777,232 | 36,374 | 11.54% | 11.54% | 62 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 719,165 | 32,469 | 4.06% | 4.85% | 63 | -84,559 | -10.52% | Q1 2026 | May 12, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 713,763 | 32,204 | 13.33% | 13.04% | 64 | +56,845 | 8.65% | Q1 2026 | Apr 13, 2026 |
| ACT Advisors, LLC. | History | Added to | 713,055 | 32,173 | 13.68% | 12.1% | 65 | +56,845 | 8.66% | Q1 2026 | Apr 14, 2026 |
| Yardley Wealth Management LLC | History | Added to | 712,444 | 32,145 | 16.47% | 16.52% | 66 | +48,264 | 7.27% | Q1 2026 | Apr 21, 2026 |
| Creative Planning | History | Added to | 709,074 | 31,993 | 0.02% | 0.02% | 67 | +13,019 | 1.87% | Q1 2026 | May 12, 2026 |
| Zhang Financial LLC | History | Added to | 708,833 | 31,982 | 1.11% | 1.18% | 68 | +35,264 | 5.24% | Q1 2026 | May 06, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 708,070 | 31,948 | 8.28% | 8.24% | 69 | +34,522 | 5.13% | Q1 2026 | Apr 14, 2026 |
| MAI Capital Management | History | Added to | 696,759 | 31,437 | 0.18% | 0.16% | 70 | +107,723 | 18.29% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 680,196 | 30,690 | 0.12% | 0.12% | 71 | +15,800 | 2.38% | Q1 2026 | May 11, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 672,497 | 30,343 | 7.97% | 7.17% | 72 | +98,620 | 17.18% | Q1 2026 | Apr 23, 2026 |
| Spectrum Investment Advisors, Inc. | History | Added to | 646,425 | 29,166 | 14.49% | 14.57% | 73 | +25,365 | 4.08% | Q1 2026 | Apr 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 643,823 | 29,049 | 0.05% | 0.03% | 74 | +186,997 | 40.93% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 633,069 | 28,564 | 0.0% | 0.01% | 75 | -31,532 | -4.74% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 630,630 | 28,454 | 0.01% | 0.01% | 76 | +126,174 | 25.01% | Q1 2026 | May 04, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 619,449 | 27,943 | 5.56% | 5.7% | 77 | +39,525 | 6.82% | Q1 2026 | May 08, 2026 |
| M Wealth Management, LLC | History | Added to | 617,665 | 27,869 | 23.46% | 24.03% | 78 | +27,681 | 4.69% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 606,337 | 27,357 | 14.22% | 15.55% | 79 | -28,009 | -4.42% | Q1 2026 | Apr 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 599,572 | 27,053 | 0.04% | 0.04% | 80 | +14,837 | 2.54% | Q1 2026 | May 15, 2026 |
| Kure Advisory, LLC | History | Added to | 588,013 | 26,531 | 14.45% | 14.81% | 81 | +22,038 | 3.89% | Q1 2026 | Apr 16, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 586,424 | 26,459 | 2.39% | 2.51% | 82 | -3,903 | -0.66% | Q1 2026 | May 12, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 573,794 | 25,889 | 3.92% | 4.02% | 83 | +9,860 | 1.75% | Q1 2026 | May 01, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 568,101 | 25,632 | 0.0% | 0.0% | 84 | +11,211 | 2.01% | Q1 2026 | May 15, 2026 |
| Shira Ridge Wealth Management | History | Added to | 564,321 | 25,462 | 10.07% | 10.42% | 85 | +9,900 | 1.79% | Q1 2026 | Apr 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 562,616 | 25,385 | 0.02% | 0.02% | 86 | +15,945 | 2.92% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Reduced | 558,284 | 25,190 | 0.05% | 0.05% | 87 | -46,408 | -7.67% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 555,624 | 25,069 | 0.04% | 0.02% | 88 | +230,523 | 70.91% | Q1 2026 | May 15, 2026 |
| Morling Financial Advisors, LLC | History | Added to | 538,875 | 24,314 | 7.47% | 7.8% | 89 | +8,228 | 1.55% | Q1 2026 | May 06, 2026 |
| Envision Financial Planning, LLC | History | Added to | 523,955 | 23,640 | 8.55% | 8.85% | 90 | +23,951 | 4.79% | Q1 2026 | May 15, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 523,235 | 23,608 | 4.9% | 6.11% | 91 | -108,393 | -17.16% | Q1 2026 | May 08, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 488,298 | 22,032 | 2.47% | 2.82% | 92 | -48,050 | -8.96% | Q1 2026 | Apr 08, 2026 |
| ENTREWEALTH, LLC | History | Added to | 487,136 | 21,979 | 9.85% | 9.86% | 93 | +30,514 | 6.68% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 486,035 | 21,929 | 1.23% | 1.24% | 94 | +15,307 | 3.25% | Q1 2026 | Apr 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 470,003 | 21,206 | 0.44% | 0.41% | 95 | +28,266 | 6.4% | Q1 2026 | May 15, 2026 |
| Stadion Money Management, LLC | History | Reduced | 451,855 | 20,388 | 2.05% | 4.26% | 96 | -672,260 | -59.8% | Q1 2026 | May 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 421,523 | 19,727 | 0.96% | 0.93% | 97 | -149 | -0.04% | Q1 2026 | Apr 08, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Reduced | 432,980 | 19,536 | 5.85% | 6.19% | 98 | -1,225 | -0.28% | Q1 2026 | Apr 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 430,653 | 18,884 | 0.0% | 0.0% | 99 | +28,458 | 7.08% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 412,451 | 18,610 | 0.05% | 0.05% | 100 | +93 | 0.02% | Q1 2026 | Apr 30, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 409,434 | 18,473 | 0.34% | 0.34% | 101 | -587 | -0.14% | Q1 2026 | Apr 10, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 402,305 | 18,152 | 2.53% | 2.11% | 102 | +70,719 | 21.33% | Q1 2026 | Apr 20, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 401,124 | 18,098 | 1.49% | 1.51% | 103 | +33,082 | 8.99% | Q1 2026 | May 05, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 392,955 | 17,730 | 9.63% | 10.63% | 104 | +17,704 | 4.72% | Q1 2026 | Apr 21, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 375,239 | 17,561 | 5.94% | 5.94% | 105 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Jacobi Capital Management LLC | History | Added to | 384,085 | 17,329 | 0.97% | 0.93% | 106 | +39,413 | 11.43% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 381,858 | 17,229 | 2.4% | 2.47% | 107 | +1,808 | 0.48% | Q1 2026 | Apr 24, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 365,373 | 17,099 | 5.75% | 5.75% | 108 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Lido Advisors, LLC | History | New | 358,487 | 16,174 | 0.05% | — | 109 | +358,487 | New | Q1 2026 | May 13, 2026 |
| Security Financial Services, INC. | History | No change | 331,585 | 15,518 | 2.44% | 2.44% | 110 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 343,232 | 15,486 | 7.22% | 7.79% | 111 | +10,229 | 3.07% | Q1 2026 | Apr 09, 2026 |
| Sollinda Capital Management LLC | History | Added to | 335,300 | 15,128 | 3.68% | 3.54% | 112 | +39,441 | 13.33% | Q1 2026 | Apr 30, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 329,484 | 14,866 | 3.93% | 4.02% | 113 | +1,638 | 0.5% | Q1 2026 | Apr 27, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Added to | 325,616 | 14,691 | 8.27% | 8.74% | 114 | +1,501 | 0.46% | Q1 2026 | Apr 13, 2026 |
| Arax Advisory Partners | History | Added to | 316,359 | 14,334 | 0.4% | 0.41% | 115 | +15,204 | 5.05% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 312,978 | 14,221 | 0.13% | 0.13% | 116 | +49,488 | 18.78% | Q1 2026 | Apr 07, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 299,017 | 14,068 | 1.27% | 1.36% | 117 | -2,571 | -0.85% | Q1 2026 | Apr 29, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 308,167 | 13,904 | 2.57% | 2.64% | 118 | -1,303 | -0.42% | Q1 2026 | Apr 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 307,356 | 13,868 | 0.11% | 0.1% | 119 | +57,465 | 23.0% | Q1 2026 | Apr 07, 2026 |
| North Capital, Inc. | History | Added to | 304,416 | 13,734 | 11.63% | 11.77% | 120 | +12,476 | 4.27% | Q1 2026 | Apr 30, 2026 |
| Navigoe, LLC | History | Added to | 301,570 | 13,606 | 8.04% | 8.37% | 121 | +11,657 | 4.02% | Q1 2026 | May 01, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Reduced | 296,675 | 13,385 | 2.46% | 2.6% | 122 | -26,957 | -8.33% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 295,928 | 13,352 | 0.0% | 0.0% | 123 | -15,526 | -4.99% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 286,622 | 12,932 | 0.03% | 0.03% | 124 | +317 | 0.11% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 284,758 | 12,848 | 0.0% | 0.0% | 125 | +26,454 | 10.24% | Q1 2026 | May 14, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 284,768 | 12,848 | 4.82% | 4.37% | 126 | +25,642 | 9.9% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 269,752 | 12,171 | 0.1% | 0.01% | 127 | +246,580 | 1064.13% | Q1 2026 | May 15, 2026 |
| Centennial Bank/AR/ | History | Added to | 267,957 | 12,090 | 4.34% | 4.57% | 128 | +22,189 | 9.03% | Q1 2026 | May 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 255,593 | 11,532 | 0.01% | 0.0% | 129 | +108,242 | 73.46% | Q1 2026 | May 15, 2026 |
| Canopy Partners, LLC | History | Added to | 254,194 | 11,469 | 3.93% | 3.81% | 130 | +4,055 | 1.62% | Q1 2026 | May 11, 2026 |
| First Financial Group Corp | History | Added to | 251,728 | 11,358 | 9.27% | 9.86% | 131 | +4,184 | 1.69% | Q1 2026 | Apr 22, 2026 |
| Johnson Wealth Management, LLC | History | Reduced | 251,385 | 11,342 | 5.48% | 5.99% | 132 | -6,035 | -2.34% | Q1 2026 | Apr 23, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 248,284 | 11,202 | 0.21% | 0.27% | 133 | -53,993 | -17.86% | Q1 2026 | May 01, 2026 |
| Lauer Wealth, LLC | History | Added to | 238,848 | 11,192 | 8.92% | 8.3% | 134 | +3,638 | 1.55% | Q1 2026 | Apr 13, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Reduced | 247,978 | 11,188 | 3.46% | 3.55% | 135 | -2,261 | -0.9% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 242,374 | 10,935 | 0.03% | 0.03% | 136 | -16,779 | -6.47% | Q1 2026 | May 04, 2026 |
| Platform Wealth Management, LLC | History | No change | 228,026 | 10,671 | 2.84% | 2.84% | 137 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 234,146 | 10,564 | 3.87% | 3.89% | 138 | +11,733 | 5.28% | Q1 2026 | Apr 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 230,291 | 10,473 | 0.02% | 0.14% | 139 | -1,960,901 | -89.49% | Q1 2026 | Apr 08, 2026 |
| Sowell Financial Services LLC | History | Added to | 227,626 | 10,270 | 0.38% | 0.37% | 140 | +14,561 | 6.83% | Q1 2026 | Apr 20, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 227,572 | 10,268 | 2.92% | 2.87% | 141 | +28,160 | 14.12% | Q1 2026 | Apr 27, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 225,329 | 10,166 | 2.49% | 1.09% | 142 | +146,133 | 184.52% | Q1 2026 | Apr 13, 2026 |
| Oak Wealth Advisors LLC | History | Added to | 225,102 | 10,156 | 5.58% | 5.95% | 143 | +3,746 | 1.69% | Q1 2026 | Apr 21, 2026 |
| Prodigy Asset Management LLC | History | Added to | 224,802 | 10,143 | 3.39% | 2.89% | 144 | +49,189 | 28.01% | Q1 2026 | May 04, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 222,133 | 10,022 | 2.99% | 3.01% | 145 | +7,586 | 3.54% | Q1 2026 | May 05, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 203,464 | 10,010 | 0.22% | 0.24% | 146 | +1,164 | 0.58% | Q1 2026 | May 04, 2026 |
| M Holdings Securities, Inc. | History | No change | 221,821 | 10,009 | 0.68% | 0.74% | 147 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 221,686 | 10,002 | 3.45% | 3.26% | 148 | +27,764 | 14.32% | Q1 2026 | Apr 23, 2026 |
| Root Financial Partners, LLC | History | Added to | 219,760 | 9,915 | 0.46% | 0.36% | 149 | +67,557 | 44.39% | Q1 2026 | Apr 24, 2026 |
| FMB WEALTH MANAGEMENT | History | Reduced | 217,434 | 9,810 | 4.06% | 4.03% | 150 | -630 | -0.29% | Q1 2026 | Apr 15, 2026 |
| Syverson Strege & Co | History | Reduced | 216,785 | 9,781 | 2.35% | 2.72% | 151 | -28,722 | -11.7% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Added to | 216,648 | 9,775 | 0.2% | 0.22% | 152 | +8,297 | 3.98% | Q1 2026 | Apr 13, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 214,662 | 9,685 | 11.84% | 12.35% | 153 | -31,508 | -12.8% | Q1 2026 | May 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 210,828 | 9,512 | 0.24% | 0.26% | 154 | -1,328 | -0.63% | Q1 2026 | Apr 07, 2026 |
| Pacific Asset Management, LLC | History | Added to | 203,828 | 9,196 | 5.13% | 5.72% | 155 | +314 | 0.15% | Q1 2026 | May 01, 2026 |
| American Capital Advisory, LLC | History | Reduced | 188,393 | 8,500 | 3.43% | 3.88% | 156 | -3,152 | -1.65% | Q1 2026 | Apr 29, 2026 |
| Cerity Partners LLC | History | Added to | 188,177 | 8,490 | 0.01% | 0.01% | 157 | +27,826 | 17.35% | Q1 2026 | May 15, 2026 |
| SEMITAM BONAM LLC | History | Added to | 186,953 | 8,435 | 6.89% | 6.91% | 158 | +9,658 | 5.45% | Q1 2026 | Apr 21, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 185,980 | 8,391 | 5.13% | 4.46% | 159 | +34,648 | 22.9% | Q1 2026 | Apr 21, 2026 |
| Private Advisor Group, LLC | History | Added to | 184,404 | 8,320 | 0.04% | 0.04% | 160 | +3,329 | 1.84% | Q1 2026 | Apr 24, 2026 |
| Larry Mathis Financial Planning, LLC | History | Added to | 184,359 | 8,318 | 7.46% | 3.85% | 161 | +91,071 | 97.62% | Q1 2026 | Apr 21, 2026 |
| Vigil Wealth Management, LLC | History | Added to | 183,893 | 8,297 | 6.71% | 7.04% | 162 | +3,077 | 1.7% | Q1 2026 | Apr 21, 2026 |
| Invst, LLC | History | Added to | 181,241 | 8,177 | 0.92% | 0.87% | 163 | +10,705 | 6.28% | Q1 2026 | May 13, 2026 |
| Abel Hall, LLC | History | Reduced | 180,771 | 8,156 | 1.74% | 1.98% | 164 | -47 | -0.03% | Q1 2026 | Apr 28, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 170,517 | 7,693 | 3.01% | 2.8% | 165 | +12,080 | 7.62% | Q1 2026 | Apr 22, 2026 |
| World Investment Advisors | History | Added to | 170,133 | 7,676 | 0.12% | 0.13% | 166 | +4,214 | 2.54% | Q1 2026 | Apr 27, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 168,374 | 7,597 | 7.17% | — | 167 | +168,374 | New | Q1 2026 | May 14, 2026 |
| My Personal CFO, LLC | History | Added to | 167,000 | 7,535 | 3.3% | 3.15% | 168 | +5,488 | 3.4% | Q1 2026 | Apr 21, 2026 |
| Aspen Wealth Management LLC | History | Added to | 163,041 | 7,356 | 1.47% | 1.47% | 169 | +13,640 | 9.13% | Q1 2026 | Apr 01, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Added to | 163,051 | 7,356 | 7.04% | 7.4% | 170 | +2,289 | 1.42% | Q1 2026 | Apr 21, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 162,939 | 7,351 | 0.6% | 0.65% | 171 | -3,820 | -2.29% | Q1 2026 | May 06, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 160,455 | 7,239 | 0.76% | 1.05% | 172 | -9,442 | -5.56% | Q1 2026 | Apr 23, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 156,129 | 7,044 | 0.51% | 0.52% | 173 | +445 | 0.29% | Q1 2026 | May 05, 2026 |
| Mattern Wealth Management LLC | History | Added to | 151,282 | 6,825 | 1.33% | 1.36% | 174 | +789 | 0.52% | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 149,673 | 6,753 | 0.03% | 0.02% | 175 | +39,431 | 35.77% | Q1 2026 | Apr 30, 2026 |
| Chico Wealth RIA | History | No change | 149,602 | 6,750 | 4.12% | 4.56% | 176 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 149,254 | 6,734 | 1.0% | 1.12% | 177 | -6,425 | -4.13% | Q1 2026 | Apr 21, 2026 |
| Wealth Advisors Northwest LLC | History | Reduced | 148,759 | 6,711 | 2.81% | 3.34% | 178 | -12,256 | -7.61% | Q1 2026 | Apr 08, 2026 |
| GEM Asset Management, LLC | History | Added to | 148,465 | 6,698 | 2.96% | 3.06% | 179 | +3,783 | 2.61% | Q1 2026 | Apr 10, 2026 |
| JDH Wealth Management, LLC | History | Added to | 145,516 | 6,565 | 4.43% | 4.61% | 180 | +1,717 | 1.19% | Q1 2026 | Apr 16, 2026 |
| Aegis Wealth Management LLC | History | Added to | 142,888 | 6,447 | 3.69% | 3.64% | 181 | +5,205 | 3.78% | Q1 2026 | Apr 22, 2026 |
| Vise Technologies, Inc. | History | No change | 136,017 | 6,365 | 0.12% | 0.12% | 182 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hardy Reed LLC | History | Added to | 140,803 | 6,353 | 0.46% | 0.47% | 183 | +332 | 0.24% | Q1 2026 | Apr 28, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 137,924 | 6,223 | 2.48% | 2.47% | 184 | +9,887 | 7.72% | Q1 2026 | Apr 21, 2026 |
| CROBAN | History | Added to | 137,293 | 6,193 | 2.91% | 2.98% | 185 | +5,189 | 3.93% | Q1 2026 | May 12, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Reduced | 135,851 | 6,129 | 1.17% | 1.48% | 186 | -19,894 | -12.77% | Q1 2026 | Apr 24, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 130,945 | 5,908 | 0.04% | 0.04% | 187 | -450 | -0.34% | Q1 2026 | May 05, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 125,999 | 5,896 | 5.66% | 5.66% | 188 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Level Wealth Management LLC | History | Reduced | 129,601 | 5,847 | 2.74% | 3.13% | 189 | -1,321 | -1.01% | Q1 2026 | Apr 27, 2026 |
| Dodds Wealth, LLC | History | Reduced | 129,493 | 5,842 | 1.43% | 1.49% | 190 | -379 | -0.29% | Q1 2026 | May 08, 2026 |
| HFG Wealth Management, LLC | History | Reduced | 127,158 | 5,737 | 3.16% | 3.35% | 191 | -2,830 | -2.18% | Q1 2026 | Apr 22, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 124,436 | 5,614 | 0.87% | 0.9% | 192 | +4,336 | 3.61% | Q1 2026 | May 12, 2026 |
| SYM FINANCIAL Corp | History | Added to | 123,478 | 5,571 | 0.56% | 0.57% | 193 | +5,109 | 4.32% | Q1 2026 | May 08, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 123,229 | 5,560 | 2.63% | 2.66% | 194 | +10,823 | 9.63% | Q1 2026 | May 01, 2026 |
| APS Management Group, Inc. | History | Added to | 122,967 | 5,548 | 4.75% | 4.76% | 195 | +4,125 | 3.47% | Q1 2026 | Apr 15, 2026 |
| Cypress Point Wealth Management, LLC | History | Reduced | 122,383 | 5,521 | 1.19% | 1.25% | 196 | -79 | -0.06% | Q1 2026 | Apr 13, 2026 |
| Waterfront Wealth Inc. | History | Added to | 121,107 | 5,464 | 1.0% | 1.04% | 197 | +7,059 | 6.19% | Q1 2026 | Apr 30, 2026 |
| RFG Advisory, LLC | History | Reduced | 120,829 | 5,451 | 0.1% | 0.12% | 198 | -10,220 | -7.8% | Q1 2026 | Apr 17, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Reduced | 119,992 | 5,414 | 3.24% | 3.39% | 199 | -1,722 | -1.41% | Q1 2026 | Apr 15, 2026 |
| Ancora Advisors LLC | History | Added to | 118,611 | 5,351 | 0.11% | 0.11% | 200 | +1,867 | 1.6% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 118,564 | 5,349 | 0.06% | 0.04% | 201 | +39,004 | 49.02% | Q1 2026 | Apr 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 116,227 | 5,244 | 0.01% | 0.01% | 202 | +551 | 0.48% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 116,101 | 5,238 | 0.01% | 0.01% | 203 | +5,704 | 5.17% | Q1 2026 | May 14, 2026 |
| Sanchez Levi Garrett | History | New | 115,971 | 5,232 | 3.28% | — | 204 | +115,971 | New | Q1 2026 | May 15, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 112,670 | 5,083 | 0.74% | 0.65% | 205 | +15,828 | 16.34% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 109,700 | 4,949 | 0.04% | 0.05% | 206 | -22,087 | -16.76% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 109,418 | 4,936 | 0.11% | 0.14% | 207 | -13,152 | -10.73% | Q1 2026 | May 15, 2026 |
| CSP Financial Group, LLC | History | New | 108,803 | 4,909 | 5.03% | — | 208 | +108,803 | New | Q1 2026 | May 08, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 106,337 | 4,797 | 3.25% | 3.1% | 209 | +9,374 | 9.67% | Q1 2026 | Apr 30, 2026 |
| TABLEAUX LLC | History | Added to | 105,510 | 4,760 | 2.31% | 3.48% | 210 | +581 | 0.55% | Q1 2026 | May 14, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 102,188 | 4,610 | 0.24% | 0.26% | 211 | +1,397 | 1.39% | Q1 2026 | Apr 27, 2026 |
| Exeter Financial, LLC | History | Reduced | 100,736 | 4,545 | 1.86% | 2.02% | 212 | -540 | -0.53% | Q1 2026 | Apr 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 99,442 | 4,486 | 0.05% | 0.05% | 213 | +4,616 | 4.87% | Q1 2026 | Apr 28, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 99,369 | 4,483 | 0.59% | 0.66% | 214 | -987 | -0.98% | Q1 2026 | Apr 13, 2026 |
| Twin Cities Retirement Group LLC | History | Added to | 98,947 | 4,464 | 4.08% | 3.77% | 215 | +15,551 | 18.65% | Q1 2026 | Apr 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 96,630 | 4,359 | 1.56% | 1.55% | 216 | +2,941 | 3.14% | Q1 2026 | Apr 14, 2026 |
| BluePrint Investing LLC | History | No change | 93,476 | 4,217 | 3.36% | 3.48% | 217 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Retirement Solution LLC | History | Added to | 93,322 | 4,210 | 1.0% | 0.91% | 218 | +5,561 | 6.34% | Q1 2026 | May 11, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 92,277 | 4,163 | 2.25% | 1.86% | 219 | +20,250 | 28.11% | Q1 2026 | May 12, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 91,140 | 4,112 | 0.81% | 1.54% | 220 | -65,701 | -41.89% | Q1 2026 | May 15, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 90,256 | 4,072 | 0.46% | 0.48% | 221 | +926 | 1.04% | Q1 2026 | May 01, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 82,762 | 4,064 | 1.67% | 1.79% | 222 | +574 | 0.7% | Q1 2026 | Apr 22, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 88,525 | 3,994 | 1.08% | 2.06% | 223 | -71,431 | -44.66% | Q1 2026 | May 12, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 86,172 | 3,888 | 0.94% | 0.98% | 224 | -659 | -0.76% | Q1 2026 | May 01, 2026 |
| Burton Enright Welch | History | Added to | 86,168 | 3,887 | 0.53% | 0.56% | 225 | +1,161 | 1.37% | Q1 2026 | May 01, 2026 |
| COWA, LLC | History | Reduced | 86,124 | 3,885 | 1.05% | 2.48% | 226 | -87,828 | -50.49% | Q1 2026 | May 14, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 85,812 | 3,871 | 1.74% | 1.74% | 227 | +3,999 | 4.89% | Q1 2026 | Apr 24, 2026 |
| Strategic Wealth Advisors LLC | History | Added to | 85,352 | 3,851 | 3.09% | 3.29% | 228 | +3,032 | 3.68% | Q1 2026 | May 01, 2026 |
| Tandem Financial, LLC | History | New | 84,868 | 3,829 | 1.22% | — | 229 | +84,868 | New | Q1 2026 | May 08, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 84,405 | 3,808 | 0.6% | 0.59% | 230 | +2,983 | 3.66% | Q1 2026 | Apr 13, 2026 |
| BCR Wealth Strategies, LLC | History | Added to | 82,821 | 3,736 | 1.17% | 1.01% | 231 | +17,871 | 27.52% | Q1 2026 | May 01, 2026 |
| Savvy Advisors, Inc. | History | Added to | 82,196 | 3,708 | 0.1% | 0.1% | 232 | +14,935 | 22.2% | Q1 2026 | May 11, 2026 |
| Vantage Point Financial LLC | History | Reduced | 79,680 | 3,595 | 1.26% | 1.39% | 233 | -3,399 | -4.09% | Q1 2026 | May 01, 2026 |
| Sageworth Trust Co of South Dakota | History | Added to | 79,671 | 3,594 | 2.85% | 2.99% | 234 | +1,525 | 1.95% | Q1 2026 | Apr 29, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 78,084 | 3,523 | 1.19% | 1.31% | 235 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Stratos Investment Management, LLC | History | Added to | 77,189 | 3,482 | 0.14% | 0.14% | 236 | +4,228 | 5.79% | Q1 2026 | Apr 28, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 76,996 | 3,474 | 0.06% | 0.07% | 237 | -9,026 | -10.49% | Q1 2026 | Apr 22, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 75,902 | 3,424 | 1.61% | 1.77% | 238 | +210 | 0.28% | Q1 2026 | Apr 14, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 73,204 | 3,302 | 0.8% | 0.61% | 239 | +19,526 | 36.38% | Q1 2026 | May 12, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 72,101 | 3,253 | 2.21% | 2.36% | 240 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Investmark Advisory Group LLC | History | Added to | 71,363 | 3,219 | 1.38% | 1.41% | 241 | +789 | 1.12% | Q1 2026 | May 15, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 70,452 | 3,178 | 1.82% | 1.92% | 242 | -666 | -0.94% | Q1 2026 | Apr 10, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Reduced | 70,307 | 3,172 | 1.72% | 1.46% | 243 | -1,224 | -1.71% | Q1 2026 | Apr 13, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 69,355 | 3,169 | 0.34% | 0.48% | 244 | +979 | 1.43% | Q1 2026 | Apr 10, 2026 |
| Versant Capital Management, Inc | History | Added to | 70,001 | 3,158 | 0.31% | 0.38% | 245 | +4,689 | 7.18% | Q1 2026 | Apr 06, 2026 |
| Milestone Asset Management Group, LLC | History | Added to | 69,796 | 3,149 | 1.84% | 1.75% | 246 | +3,486 | 5.26% | Q1 2026 | May 14, 2026 |
| Financial Alternatives, Inc | History | Reduced | 68,720 | 3,100 | 1.67% | 1.87% | 247 | -65 | -0.09% | Q1 2026 | May 01, 2026 |
| Altiora Financial Group, LLC | History | Added to | 68,216 | 3,077 | 0.51% | 0.5% | 248 | +5,844 | 9.37% | Q1 2026 | May 08, 2026 |
| Donalies Financial Planning, LLC | History | Reduced | 66,273 | 2,990 | 2.55% | 2.79% | 249 | -3,661 | -5.23% | Q1 2026 | May 05, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 65,957 | 2,975 | 0.61% | 0.7% | 250 | -4,035 | -5.76% | Q1 2026 | May 15, 2026 |
| FreeGulliver LLC | History | New | 65,473 | 2,954 | 1.25% | — | 251 | +65,473 | New | Q1 2026 | May 15, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 65,006 | 2,933 | 0.24% | 0.22% | 252 | +2,782 | 4.47% | Q1 2026 | Apr 06, 2026 |
| SpringVest Wealth Management LLC | History | Reduced | 64,347 | 2,903 | 1.98% | 2.29% | 253 | -5,864 | -8.35% | Q1 2026 | Apr 21, 2026 |
| Meritas Wealth Management, LLC | History | No change | 62,102 | 2,802 | 1.27% | 1.4% | 254 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Kane Co Wealth Management, Inc. | History | Reduced | 61,441 | 2,772 | 2.34% | 2.65% | 255 | -2,893 | -4.5% | Q1 2026 | Apr 21, 2026 |
| ERn Financial, LLC | History | Reduced | 61,009 | 2,752 | 0.52% | 0.55% | 256 | -1,065 | -1.72% | Q1 2026 | Apr 24, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 60,782 | 2,742 | 1.52% | 1.85% | 257 | -2,512 | -3.97% | Q1 2026 | Apr 16, 2026 |
| Concord Wealth Partners | History | Reduced | 59,032 | 2,663 | 0.35% | 0.4% | 258 | -5,973 | -9.19% | Q1 2026 | May 01, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 58,935 | 2,659 | 0.14% | 0.15% | 259 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 58,864 | 2,655 | 0.06% | 0.06% | 260 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 58,237 | 2,553 | 0.09% | 0.11% | 261 | -878 | -1.49% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 56,317 | 2,541 | 0.02% | 0.06% | 262 | -125,438 | -69.01% | Q1 2026 | May 13, 2026 |
| CGN Advisors LLC | History | Reduced | 55,953 | 2,524 | 0.2% | 0.21% | 263 | -597 | -1.06% | Q1 2026 | Apr 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 55,419 | 2,500 | 0.01% | 0.01% | 264 | +81 | 0.15% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 55,289 | 2,494 | 0.0% | 0.01% | 265 | -46,426 | -45.64% | Q1 2026 | May 05, 2026 |
| CHOREO, LLC | History | Reduced | 55,004 | 2,481 | 0.03% | 0.03% | 266 | -1,091 | -1.94% | Q1 2026 | May 12, 2026 |
| Factor Wealth Management LTD | History | Reduced | 54,418 | 2,455 | 0.46% | 0.71% | 267 | -15,728 | -22.42% | Q1 2026 | Apr 20, 2026 |
| IHT Wealth Management, LLC | History | Added to | 53,730 | 2,424 | 0.06% | 0.01% | 268 | +46,958 | 693.41% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | New | 53,508 | 2,414 | 0.04% | — | 269 | +53,508 | New | Q1 2026 | May 18, 2026 |
| Herold Advisors, Inc. | History | Added to | 53,173 | 2,399 | 0.53% | 0.55% | 270 | +998 | 1.91% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 52,573 | 2,372 | 0.65% | 0.7% | 271 | +703 | 1.36% | Q1 2026 | May 13, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 52,223 | 2,356 | 1.49% | 1.67% | 272 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 51,511 | 2,324 | 0.12% | 0.13% | 273 | -3,595 | -6.52% | Q1 2026 | May 15, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 51,468 | 2,322 | 0.16% | 0.22% | 274 | -878 | -1.68% | Q1 2026 | May 07, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 51,072 | 2,304 | 0.25% | 0.26% | 275 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 50,683 | 2,286 | 1.19% | 1.06% | 276 | -1,816 | -3.46% | Q1 2026 | Apr 21, 2026 |
| LRI Investments, LLC | History | Reduced | 50,467 | 2,277 | 0.2% | 0.2% | 277 | -1,261 | -2.44% | Q1 2026 | Apr 30, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Added to | 49,819 | 2,247 | 2.31% | 2.49% | 278 | +1,885 | 3.93% | Q1 2026 | May 04, 2026 |
| GWN SECURITIES INC. | History | Added to | 49,681 | 2,241 | 0.43% | 0.45% | 279 | +2,208 | 4.65% | Q1 2026 | May 14, 2026 |
| Verisail Partners, LLC | History | No change | 48,538 | 2,190 | 0.89% | 0.93% | 280 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Capstone Wealth Management, LLC | History | Added to | 48,381 | 2,182 | 1.52% | 1.34% | 281 | +9,258 | 23.66% | Q1 2026 | Apr 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 48,178 | 2,173 | 0.0% | 0.01% | 282 | -257,976 | -84.26% | Q1 2026 | May 07, 2026 |
| Greenspring Advisors, LLC | History | Added to | 47,276 | 2,133 | 0.13% | 0.13% | 283 | +2,161 | 4.79% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Reduced | 47,167 | 2,128 | 0.0% | 0.0% | 284 | -12,129 | -20.46% | Q1 2026 | May 15, 2026 |
| Berger Financial Group, Inc | History | Added to | 46,282 | 2,088 | 0.12% | 0.12% | 285 | +2,018 | 4.56% | Q1 2026 | Apr 28, 2026 |
| MB Generational Wealth, LLC | History | Added to | 44,984 | 2,029 | 1.12% | 1.0% | 286 | +4,748 | 11.8% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 44,939 | 2,027 | 0.0% | 0.0% | 287 | +1,130 | 2.58% | Q1 2026 | May 14, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 44,553 | 2,010 | 0.67% | 0.79% | 288 | -178 | -0.4% | Q1 2026 | May 13, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 44,480 | 2,006 | 0.28% | 0.57% | 289 | -379 | -0.84% | Q1 2026 | May 12, 2026 |
| Selective Wealth Management, Inc. | History | New | 40,416 | 1,983 | 0.59% | — | 290 | +40,416 | New | Q1 2026 | Apr 30, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 43,514 | 1,963 | 0.11% | 0.12% | 291 | +21,983 | 102.1% | Q1 2026 | Apr 22, 2026 |
| Forum Financial Management, LP | History | Added to | 41,381 | 1,867 | 0.03% | 0.03% | 292 | +1 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 41,088 | 1,853 | 0.82% | 0.83% | 293 | +1,581 | 4.0% | Q1 2026 | Apr 06, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Reduced | 40,517 | 1,828 | 0.66% | 0.75% | 294 | -2,000 | -4.7% | Q1 2026 | Apr 27, 2026 |
| American Investment Services, Inc. | History | Added to | 40,449 | 1,825 | 0.41% | 0.42% | 295 | +1,640 | 4.23% | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 40,121 | 1,810 | 0.02% | 0.02% | 296 | -11 | -0.03% | Q1 2026 | May 11, 2026 |
| Woodside Wealth Management LLC | History | Reduced | 39,749 | 1,793 | 1.4% | 1.48% | 297 | -2,602 | -6.14% | Q1 2026 | Apr 13, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Reduced | 39,547 | 1,784 | 0.84% | 0.98% | 298 | -971 | -2.4% | Q1 2026 | Apr 14, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 39,412 | 1,778 | 0.16% | 0.17% | 299 | +157 | 0.4% | Q1 2026 | May 14, 2026 |
| Lionshead Wealth Management, LLC | History | Added to | 39,302 | 1,773 | 1.31% | 1.3% | 300 | +2,232 | 6.02% | Q1 2026 | May 11, 2026 |
| Keel Point, LLC | History | No change | 37,212 | 1,741 | 0.1% | 0.1% | 301 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 47,353 | 1,730 | 1.16% | 1.02% | 302 | +12,628 | 36.37% | Q1 2026 | May 13, 2026 |
| Financial Symmetry Inc | History | Reduced | 34,537 | 1,713 | 0.61% | 0.66% | 303 | -93 | -0.27% | Q1 2026 | May 11, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 37,899 | 1,709 | 0.14% | 0.15% | 304 | +97 | 0.26% | Q1 2026 | May 15, 2026 |
| SB Capital Management Inc | History | No change | 35,993 | 1,684 | 0.62% | 0.62% | 305 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 37,197 | 1,678 | 0.27% | 0.34% | 306 | -442 | -1.17% | Q1 2026 | Apr 10, 2026 |
| SLT Holdings LLC | History | Added to | 37,179 | 1,677 | 1.13% | 0.94% | 307 | +5,919 | 18.93% | Q1 2026 | Apr 21, 2026 |
| Everest Financial Group LLC | History | New | 36,112 | 1,629 | 0.27% | — | 308 | +36,112 | New | Q1 2026 | May 15, 2026 |
| Forum Private Client Group LLC | History | Added to | 35,827 | 1,616 | 0.54% | 0.51% | 309 | +4,160 | 13.14% | Q1 2026 | May 13, 2026 |
| Gutierrez Wealth Advisory, LLC | History | Added to | 35,772 | 1,614 | 1.0% | 0.61% | 310 | +15,171 | 73.64% | Q1 2026 | Apr 21, 2026 |
| Balance Wealth, LLC | History | Reduced | 35,464 | 1,600 | 0.5% | 0.54% | 311 | -654 | -1.81% | Q1 2026 | Apr 20, 2026 |
| Olistico Wealth, LLC | History | Added to | 34,826 | 1,571 | 0.77% | 0.79% | 312 | +62 | 0.18% | Q1 2026 | Apr 08, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 34,466 | 1,555 | 0.61% | 1.14% | 313 | -23,190 | -40.22% | Q1 2026 | Apr 08, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 33,425 | 1,508 | 0.8% | 0.88% | 314 | -149 | -0.44% | Q1 2026 | May 04, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 32,893 | 1,484 | 0.33% | 0.16% | 315 | +18,879 | 134.72% | Q1 2026 | May 14, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 32,340 | 1,459 | 0.67% | 0.8% | 316 | -5,305 | -14.09% | Q1 2026 | Apr 22, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 32,266 | 1,455 | 0.71% | 0.75% | 317 | -479 | -1.46% | Q1 2026 | May 14, 2026 |
| Kaufman Rossin Wealth, LLC | History | Reduced | 32,034 | 1,445 | 0.83% | 0.8% | 318 | -776 | -2.37% | Q1 2026 | Apr 17, 2026 |
| Financial Plan, Inc. | History | No change | 32,023 | 1,444 | 0.15% | 0.17% | 319 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 31,894 | 1,439 | 0.13% | 0.13% | 320 | -715 | -2.19% | Q1 2026 | May 12, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 31,803 | 1,434 | 0.4% | 0.37% | 321 | +5,522 | 21.01% | Q1 2026 | Apr 24, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 31,504 | 1,421 | 0.08% | 0.09% | 322 | -2,835 | -8.26% | Q1 2026 | May 11, 2026 |
| V2 Financial group LLC | History | New | 31,369 | 1,415 | 0.66% | — | 323 | +31,369 | New | Q1 2026 | May 04, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 30,868 | 1,392 | 0.8% | — | 324 | +30,868 | New | Q1 2026 | May 12, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 29,971 | 1,361 | 1.07% | 1.34% | 325 | +8 | 0.03% | Q1 2026 | Apr 02, 2026 |
| Sincerus Advisory, LLC | History | Reduced | 29,682 | 1,339 | 1.01% | 1.29% | 326 | -4,551 | -13.29% | Q1 2026 | Apr 06, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 26,901 | 1,321 | 0.09% | 0.09% | 327 | +478 | 1.81% | Q1 2026 | Apr 29, 2026 |
| XY Planning Network, Inc. | History | Added to | 28,958 | 1,315 | 0.21% | 0.23% | 328 | +257 | 0.9% | Q1 2026 | Apr 14, 2026 |
| Wealthfront Advisers LLC | History | Added to | 29,057 | 1,311 | 0.0% | 0.0% | 329 | +8,192 | 39.26% | Q1 2026 | May 05, 2026 |
| Seneschal Advisors, LLC | History | Reduced | 28,397 | 1,281 | 0.95% | 1.01% | 330 | -902 | -3.08% | Q1 2026 | May 08, 2026 |
| Lexington Hill Partners, LLC | History | Reduced | 28,350 | 1,279 | 0.72% | 1.02% | 331 | -724 | -2.49% | Q1 2026 | Apr 16, 2026 |
| Inscription Capital, LLC | History | New | 28,316 | 1,277 | 0.13% | — | 332 | +28,316 | New | Q1 2026 | Apr 20, 2026 |
| Brooklyn Investment Group | History | New | 28,316 | 1,277 | 0.04% | — | 333 | +28,316 | New | Q1 2026 | Apr 29, 2026 |
| Oceanside Advisors LLC | History | Added to | 28,179 | 1,271 | 0.73% | 0.76% | 334 | +1,441 | 5.39% | Q1 2026 | Apr 28, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 27,855 | 1,256 | 0.02% | 0.02% | 335 | +95 | 0.34% | Q1 2026 | Apr 10, 2026 |
| US BANCORP \DE\ | History | Added to | 27,647 | 1,247 | 0.0% | 0.0% | 336 | +13,877 | 100.78% | Q1 2026 | May 14, 2026 |
| Evanson Asset Management, LLC | History | Added to | 27,548 | 1,242 | 0.07% | 0.07% | 337 | +187 | 0.68% | Q1 2026 | Apr 08, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 26,747 | 1,206 | 0.41% | 0.44% | 338 | -204 | -0.76% | Q1 2026 | Apr 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 26,703 | 1,204 | 0.0% | 0.0% | 339 | -80 | -0.3% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | Added to | 25,331 | 1,194 | 0.06% | 0.05% | 340 | +3,836 | 17.85% | Q1 2026 | May 12, 2026 |
| Peirce Capital Management, LLC | History | No change | 26,054 | 1,175 | 0.46% | 0.49% | 341 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Prospera Financial Services Inc | History | Reduced | 25,817 | 1,165 | 0.02% | 0.02% | 342 | -3,218 | -11.08% | Q1 2026 | Apr 14, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 25,231 | 1,138 | 0.22% | 0.22% | 343 | +4,689 | 22.83% | Q1 2026 | May 15, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 25,832 | 1,132 | 0.38% | 0.4% | 344 | -428 | -1.63% | Q1 2026 | Apr 27, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 24,811 | 1,119 | 0.45% | 0.46% | 345 | -822 | -3.21% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 24,666 | 1,112 | 0.01% | 0.01% | 346 | +4,646 | 23.21% | Q1 2026 | May 13, 2026 |
| Cloud Capital Management, LLC | History | New | 23,981 | 1,081 | 0.47% | — | 347 | +23,981 | New | Q1 2026 | May 12, 2026 |
| Powerhouse Assets LLC | History | Added to | 23,751 | 1,071 | 0.93% | 0.97% | 348 | +201 | 0.85% | Q1 2026 | Apr 28, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 23,524 | 1,061 | 0.16% | 0.18% | 349 | -390 | -1.63% | Q1 2026 | Apr 14, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 23,474 | 1,059 | 0.18% | 0.19% | 350 | +15 | 0.06% | Q1 2026 | Apr 21, 2026 |
| CWM, LLC | History | Added to | 23,290 | 1,050 | 0.0% | 0.0% | 351 | +288 | 1.25% | Q1 2026 | May 14, 2026 |
| Trailhead Planners LLC | History | Added to | 23,119 | 1,043 | 1.0% | 1.04% | 352 | +430 | 1.9% | Q1 2026 | May 06, 2026 |
| Auxano Advisors, LLC | History | Reduced | 23,078 | 1,041 | 0.21% | 0.27% | 353 | -5,846 | -20.21% | Q1 2026 | May 01, 2026 |
| Merit Financial Group, LLC | History | Added to | 22,655 | 1,022 | 0.01% | 0.01% | 354 | +6,159 | 37.34% | Q1 2026 | Apr 15, 2026 |
| Acorn Wealth Advisors, LLC | History | Reduced | 22,635 | 1,021 | 0.3% | 0.32% | 355 | -456 | -1.97% | Q1 2026 | Apr 30, 2026 |
| Cascade Wealth Advisors, Inc | History | No change | 19,942 | 1,012 | 0.44% | 0.44% | 356 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Apollon Financial, LLC | History | Added to | 21,833 | 985 | 0.14% | 0.15% | 357 | +109 | 0.5% | Q1 2026 | Apr 22, 2026 |
| Warburton Capital Management, LLC | History | Added to | 20,902 | 984 | 0.48% | 0.3% | 359 | +9,379 | 81.39% | Q1 2026 | May 01, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 21,812 | 984 | 0.25% | 0.27% | 358 | -399 | -1.8% | Q1 2026 | Apr 22, 2026 |
| FMR LLC | History | Reduced | 21,741 | 980 | 0.0% | 0.0% | 360 | -2,203 | -9.2% | Q1 2026 | May 15, 2026 |
| MAYPORT, LLC | History | New | 21,667 | 977 | 0.18% | — | 361 | +21,667 | New | Q1 2026 | Apr 21, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 21,615 | 975 | 0.03% | 0.03% | 362 | +50 | 0.23% | Q1 2026 | Apr 27, 2026 |
| Csenge Advisory Group | History | Reduced | 21,568 | 973 | 0.04% | 0.05% | 363 | -1,208 | -5.3% | Q1 2026 | Apr 30, 2026 |
| Accurate Wealth Management, LLC | History | New | 20,462 | 962 | 0.12% | — | 364 | +20,462 | New | Q1 2026 | Apr 22, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 21,150 | 954 | 0.17% | 0.18% | 365 | -40 | -0.19% | Q1 2026 | May 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 20,994 | 947 | 0.01% | 0.01% | 366 | -3,356 | -13.78% | Q1 2026 | May 05, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | Reduced | 19,407 | 940 | 0.26% | 0.27% | 367 | -54 | -0.28% | Q1 2026 | Apr 17, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 20,324 | 917 | 0.0% | 0.01% | 368 | -24,004 | -54.15% | Q1 2026 | Apr 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 20,201 | 911 | 0.0% | — | 369 | +20,201 | New | Q1 2026 | May 12, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 19,170 | 864 | 0.39% | 0.47% | 370 | -2,725 | -12.45% | Q1 2026 | Apr 22, 2026 |
| SageOak Financial, LLC | History | No change | 19,077 | 860 | 0.6% | 0.65% | 371 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Stewardship Advisors, LLC | History | Added to | 18,974 | 856 | 0.2% | 0.2% | 372 | +349 | 1.87% | Q1 2026 | Apr 17, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 18,906 | 853 | 0.41% | 0.45% | 373 | -110 | -0.58% | Q1 2026 | Apr 09, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 18,816 | 849 | 0.02% | 0.04% | 374 | -22,397 | -54.34% | Q1 2026 | May 14, 2026 |
| Longview Financial Advisors LLC | History | No change | 18,576 | 838 | 0.46% | 0.48% | 375 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 18,223 | 822 | 0.08% | 0.09% | 376 | +314 | 1.75% | Q1 2026 | Apr 30, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 17,795 | 802 | 0.37% | 0.39% | 377 | -32 | -0.18% | Q1 2026 | May 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 17,359 | 783 | 0.06% | 0.06% | 378 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ELCO Management Co., LLC | History | Reduced | 17,012 | 767 | 0.37% | 0.5% | 379 | -33 | -0.19% | Q1 2026 | Apr 23, 2026 |
| Colony Family Offices, LLC | History | No change | 16,930 | 763 | 0.19% | 0.2% | 380 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Mason & Associates, LLC | History | New | 16,909 | 762 | 0.17% | — | 381 | +16,909 | New | Q1 2026 | Apr 21, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 16,742 | 755 | 0.63% | 0.67% | 382 | +41 | 0.25% | Q1 2026 | Apr 14, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 16,595 | 748 | 0.26% | 0.26% | 383 | -153 | -0.91% | Q1 2026 | May 04, 2026 |
| HRT FINANCIAL LP | History | New | 16,468 | 743 | 0.0% | — | 384 | +16,468 | New | Q1 2026 | May 14, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 16,245 | 732 | 0.34% | 0.35% | 385 | -809 | -4.74% | Q1 2026 | May 04, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 16,183 | 730 | 0.18% | 0.16% | 386 | +2,125 | 15.12% | Q1 2026 | Apr 10, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 15,791 | 712 | 0.06% | 0.08% | 387 | -1,919 | -10.84% | Q1 2026 | Apr 16, 2026 |
| Wheels Up Wealth, Inc. | History | No change | 15,766 | 711 | 0.67% | 0.69% | 388 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 15,693 | 708 | 0.3% | 0.34% | 389 | -344 | -2.15% | Q1 2026 | Apr 08, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 15,602 | 703 | 0.23% | 0.26% | 390 | -1,162 | -6.93% | Q1 2026 | Apr 24, 2026 |
| City State Bank | History | Added to | 14,830 | 669 | 0.17% | 0.11% | 391 | +5,933 | 66.69% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 14,570 | 657 | 0.01% | 0.0% | 392 | +14,340 | 6234.78% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 14,274 | 644 | 0.01% | 0.01% | 393 | -916 | -6.03% | Q1 2026 | May 15, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | Added to | 14,209 | 641 | 0.47% | 0.33% | 394 | +4,713 | 49.63% | Q1 2026 | Apr 17, 2026 |
| Talisman Wealth Advisors LLC | History | Added to | 18,035 | 631 | 0.51% | 0.22% | 395 | +9,486 | 110.96% | Q1 2026 | May 15, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 13,943 | 629 | 0.14% | 0.13% | 396 | +1,621 | 13.16% | Q1 2026 | May 06, 2026 |
| Rossby Financial, LCC | History | Added to | 13,728 | 623 | 0.13% | 0.08% | 397 | +8,012 | 140.17% | Q1 2026 | May 11, 2026 |
| VanderPol Investments L.L.C. | History | No change | 13,237 | 619 | 1.08% | 1.08% | 398 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 12,516 | 617 | 0.17% | 0.19% | 399 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 13,487 | 608 | 0.04% | 0.04% | 400 | +33 | 0.25% | Q1 2026 | Apr 20, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 13,131 | 592 | 0.04% | 0.05% | 401 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 13,061 | 589 | 0.0% | 0.0% | 402 | +6 | 0.05% | Q1 2026 | Apr 29, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 13,048 | 588 | 0.36% | 0.42% | 403 | -1,806 | -12.16% | Q1 2026 | Apr 22, 2026 |
| Broadhurst Jeffrey B | History | Reduced | 13,030 | 587 | 0.6% | 0.68% | 404 | -950 | -6.8% | Q1 2026 | May 14, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 12,858 | 580 | 0.31% | 0.34% | 405 | -330 | -2.5% | Q1 2026 | Apr 24, 2026 |
| Clearstead Advisors, LLC | History | New | 12,814 | 578 | 0.01% | — | 406 | +12,814 | New | Q1 2026 | May 06, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 12,671 | 571 | 0.06% | 0.07% | 407 | -2,734 | -17.75% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 12,618 | 569 | 0.0% | 0.0% | 408 | +2,255 | 21.76% | Q1 2026 | May 15, 2026 |
| Financial Harvest, LLC | History | Added to | 12,574 | 567 | 0.33% | 0.36% | 409 | +1 | 0.01% | Q1 2026 | May 05, 2026 |
| MATHER GROUP, LLC. | History | No change | 12,435 | 561 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 12,325 | 556 | 0.08% | 0.08% | 411 | +8 | 0.06% | Q1 2026 | Apr 15, 2026 |
| Lynch Investment Planning, LLC | History | Reduced | 12,272 | 553 | 0.5% | 0.63% | 412 | -1,863 | -13.18% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 12,193 | 550 | 0.0% | 0.0% | 413 | -3,005 | -19.77% | Q1 2026 | May 11, 2026 |
| Annandale Capital, LLC | History | No change | 11,932 | 538 | 0.08% | 0.07% | 414 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Triune Financial Partners, LLC | History | No change | 11,616 | 524 | 0.12% | 0.13% | 415 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 11,432 | 515 | 0.01% | 0.01% | 416 | -641 | -5.31% | Q1 2026 | Apr 20, 2026 |
| PRIVATE TRUST CO NA | History | No change | 11,382 | 513 | 0.05% | 0.05% | 417 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Facet Wealth, Inc. | History | Added to | 11,296 | 509 | 0.01% | 0.01% | 418 | +3,042 | 36.85% | Q1 2026 | May 07, 2026 |
| Aerodigm Wealth, LLC | History | No change | 11,209 | 505 | 0.19% | 0.2% | 419 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ATLas Financial Planning LLC | History | No change | 11,189 | 504 | 0.45% | 0.51% | 420 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 10,995 | 496 | 0.11% | 0.12% | 421 | -449 | -3.92% | Q1 2026 | Apr 27, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | Added to | 10,811 | 487 | 0.22% | 0.22% | 422 | +432 | 4.16% | Q1 2026 | Apr 15, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 10,775 | 486 | 0.19% | 0.21% | 423 | +6 | 0.06% | Q1 2026 | Apr 24, 2026 |
| May Hill Capital, LLC | History | New | 10,771 | 485 | 0.12% | — | 425 | +10,771 | New | Q1 2026 | May 06, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 10,760 | 485 | 0.03% | 0.03% | 424 | -308 | -2.78% | Q1 2026 | May 01, 2026 |
| Luminvest Wealth Management LLC | History | New | 10,748 | 484 | 0.13% | — | 426 | +10,748 | New | Q1 2026 | May 01, 2026 |
| Freedom Financial Partners LLC | History | Added to | 10,678 | 481 | 0.17% | 0.18% | 427 | +19 | 0.18% | Q1 2026 | Apr 16, 2026 |
| Compass Advisory Group LLC | History | No change | 10,632 | 479 | 0.13% | 0.13% | 428 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Added to | 10,606 | 478 | 0.1% | 0.11% | 429 | +170 | 1.63% | Q1 2026 | Apr 14, 2026 |
| Sigma Planning Corp | History | Added to | 10,554 | 476 | 0.01% | 0.01% | 430 | +6 | 0.06% | Q1 2026 | May 04, 2026 |
| HBE Wealth Management, LLC | History | No change | 10,434 | 470 | 0.41% | 0.46% | 431 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Foundry Financial LLC | History | Reduced | 10,396 | 469 | 0.2% | 0.26% | 432 | -23 | -0.22% | Q1 2026 | Apr 21, 2026 |
| Kilner Capital Advisors, LLC | History | Reduced | 10,387 | 468 | 0.45% | 0.47% | 433 | -115 | -1.1% | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | New | 10,126 | 456 | 0.0% | — | 434 | +10,126 | New | Q1 2026 | May 15, 2026 |
| tru Independence LLC | History | Added to | 10,028 | 452 | 0.22% | 0.12% | 435 | +24 | 0.24% | Q1 2026 | Apr 22, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 10,038 | 452 | 0.45% | 0.47% | 436 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 9,968 | 449 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tranquility Partners, LLC | History | Added to | 9,901 | 446 | 0.17% | 0.17% | 438 | +8 | 0.08% | Q1 2026 | Apr 20, 2026 |
| Glassman Wealth Services | History | No change | 9,860 | 444 | 0.06% | 0.06% | 439 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 9,792 | 441 | 0.1% | 0.1% | 440 | +2 | 0.02% | Q1 2026 | May 11, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 9,708 | 438 | 0.05% | 0.05% | 441 | -54 | -0.55% | Q1 2026 | Apr 13, 2026 |
| Ascentis Independent Advisors | History | Added to | 9,655 | 435 | 0.03% | 0.07% | 442 | +598 | 6.6% | Q1 2026 | Apr 28, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 9,348 | 421 | 0.0% | 0.0% | 443 | -1,265 | -11.92% | Q1 2026 | May 14, 2026 |
| Claris Financial LLC | History | Added to | 9,252 | 417 | 0.23% | 0.21% | 444 | +1,004 | 12.17% | Q1 2026 | May 18, 2026 |
| Montis Financial, LLC | History | Added to | 9,107 | 410 | 0.08% | 0.08% | 445 | +50 | 0.55% | Q1 2026 | May 11, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 9,050 | 408 | 0.03% | 0.03% | 446 | +2,000 | 28.37% | Q1 2026 | Apr 30, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 9,038 | 407 | 0.1% | 0.1% | 447 | +1,107 | 13.96% | Q1 2026 | Apr 29, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 8,937 | 403 | 0.17% | 0.2% | 448 | -1,650 | -15.59% | Q1 2026 | Apr 23, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 8,848 | 399 | 0.09% | 0.1% | 449 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Oath Planning, LLC | History | Reduced | 8,753 | 394 | 0.35% | 0.4% | 450 | -7 | -0.08% | Q1 2026 | May 08, 2026 |
| AlphaCore Capital LLC | History | Added to | 8,678 | 391 | 0.01% | 0.01% | 451 | +5 | 0.06% | Q1 2026 | May 15, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 8,651 | 390 | 0.1% | 0.11% | 452 | +1 | 0.01% | Q1 2026 | May 01, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 8,598 | 387 | 0.01% | 0.01% | 453 | +573 | 7.14% | Q1 2026 | Apr 29, 2026 |
| Planning Project LLC | History | No change | 8,277 | 387 | 0.1% | 0.1% | 454 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 8,408 | 379 | 0.17% | 0.2% | 455 | +18 | 0.21% | Q1 2026 | Apr 16, 2026 |
| Asset Dedication, LLC | History | No change | 8,025 | 375 | 0.02% | 0.02% | 456 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Cornerstone Advisory, LLC | History | New | 8,196 | 369 | 0.03% | — | 457 | +8,196 | New | Q1 2026 | May 04, 2026 |
| New Dimensions Wealth Management, LLC | History | No change | 8,009 | 361 | 0.31% | 0.32% | 458 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 7,916 | 357 | 0.02% | 0.02% | 459 | +1,295 | 19.56% | Q1 2026 | Apr 23, 2026 |
| Midwest Trust Co | History | Added to | 7,800 | 351 | 0.0% | 0.0% | 460 | +30 | 0.39% | Q1 2026 | May 01, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 7,718 | 348 | 0.04% | 0.03% | 461 | +1,876 | 32.11% | Q1 2026 | May 11, 2026 |
| Silver Oak Advisory Group, Inc. | History | New | 7,600 | 342 | 0.15% | — | 463 | +7,600 | New | Q1 2026 | May 01, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Reduced | 7,581 | 342 | 0.18% | 0.2% | 462 | -392 | -4.92% | Q1 2026 | Apr 20, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 6,702 | 341 | 0.02% | 0.02% | 464 | -1,356 | -16.83% | Q1 2026 | May 14, 2026 |
| LAM GROUP, INC. | History | Added to | 7,560 | 341 | 0.19% | 0.2% | 465 | +5 | 0.07% | Q1 2026 | Apr 22, 2026 |
| Bannerstone Capital Management, LLC | History | New | 7,549 | 340 | 0.32% | — | 466 | +7,549 | New | Q1 2026 | May 11, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Reduced | 7,494 | 338 | 0.04% | 0.06% | 467 | -1,245 | -14.25% | Q1 2026 | Apr 08, 2026 |
| Brookstone Capital Management | History | Added to | 7,490 | 337 | 0.0% | 0.0% | 468 | +974 | 14.95% | Q1 2026 | Apr 16, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 7,419 | 335 | 0.0% | 0.0% | 469 | +1,067 | 16.8% | Q1 2026 | Apr 22, 2026 |
| Porter White Investment Advisors, Inc. | History | Reduced | 7,417 | 334 | 0.13% | 0.2% | 470 | -3,107 | -29.52% | Q1 2026 | May 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 7,361 | 332 | 0.0% | 0.0% | 471 | -350 | -4.54% | Q1 2026 | Apr 20, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 7,339 | 331 | 0.1% | 0.1% | 472 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 7,000 | 327 | 0.05% | 0.05% | 473 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| OneAscent Financial Services LLC | History | No change | 7,183 | 324 | 0.02% | 0.03% | 474 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Liberty Capital Management, Inc. | History | No change | 6,744 | 315 | 0.06% | 0.06% | 475 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 6,979 | 314 | 0.1% | 0.16% | 476 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 6,926 | 312 | 0.01% | 0.02% | 477 | +17 | 0.25% | Q1 2026 | May 12, 2026 |
| Wedmont Private Capital | History | No change | 6,659 | 312 | 0.01% | 0.01% | 478 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 6,781 | 305 | 0.01% | 0.01% | 479 | -6 | -0.09% | Q1 2026 | May 11, 2026 |
| Cooper Financial Group | History | Added to | 6,711 | 302 | 0.03% | 0.03% | 480 | +2 | 0.03% | Q1 2026 | Apr 07, 2026 |
| RHS Financial, LLC | History | No change | 6,650 | 300 | 0.14% | 0.15% | 481 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Vawter Financial, Ltd. | History | No change | 6,644 | 299 | 0.13% | 0.13% | 482 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 6,591 | 297 | 0.02% | 0.02% | 483 | -23 | -0.35% | Q1 2026 | Apr 24, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Reduced | 6,560 | 296 | 0.18% | 0.21% | 484 | -151 | -2.25% | Q1 2026 | May 04, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 6,545 | 295 | 0.09% | 0.09% | 485 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Gordian Advisors LLC | History | Reduced | 6,532 | 294 | 0.2% | 0.29% | 486 | -2,971 | -31.26% | Q1 2026 | Apr 27, 2026 |
| Discipline Wealth Solutions, LLC | History | New | 6,400 | 288 | 0.03% | — | 487 | +6,400 | New | Q1 2026 | Apr 17, 2026 |
| Equitable Holdings, Inc. | History | Added to | 6,092 | 285 | 0.0% | 0.0% | 488 | +1,017 | 20.04% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 6,296 | 284 | 0.0% | 0.01% | 489 | -1,118 | -15.08% | Q1 2026 | Apr 07, 2026 |
| Shearwater Capital LLC | History | No change | 6,225 | 280 | 0.15% | 0.17% | 490 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CPA Asset Management Group, LLC | History | No change | 6,206 | 280 | 0.09% | 0.1% | 491 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | Added to | 6,139 | 276 | 0.25% | 0.27% | 492 | +45 | 0.74% | Q1 2026 | May 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 6,092 | 274 | 0.0% | — | 494 | +6,092 | New | Q1 2026 | May 01, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 6,090 | 274 | 0.02% | 0.02% | 493 | +1,345 | 28.35% | Q1 2026 | May 07, 2026 |
| Core Wealth Management, Inc. | History | No change | 6,048 | 272 | 0.08% | 0.09% | 495 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Friday Financial | History | No change | 5,994 | 270 | 0.09% | 0.1% | 496 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Oakworth Capital, Inc. | History | No change | 5,954 | 268 | 0.01% | 0.02% | 497 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ARS Wealth Advisors Group, LLC | History | No change | 5,960 | 268 | 0.02% | 0.03% | 498 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,706 | 267 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 5,935 | 267 | 0.03% | 0.03% | 500 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 5,861 | 264 | 0.11% | 0.11% | 501 | -146 | -2.43% | Q1 2026 | Apr 20, 2026 |
| Ascent Group, LLC | History | No change | 5,873 | 264 | 0.01% | 0.01% | 502 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 5,728 | 258 | 0.01% | 0.01% | 503 | +153 | 2.74% | Q1 2026 | May 12, 2026 |
| Peterson Wealth Advisors, LLC | History | New | 5,651 | 254 | 0.03% | — | 504 | +5,651 | New | Q1 2026 | Apr 09, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | No change | 5,554 | 250 | 0.14% | 0.16% | 505 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Emprise Bank | History | No change | 5,553 | 250 | 0.1% | 0.11% | 506 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | Reduced | 5,427 | 244 | 0.19% | 0.3% | 507 | -2,376 | -30.45% | Q1 2026 | Apr 16, 2026 |
| Family Office Research LLC | History | Added to | 5,386 | 243 | 0.11% | 0.1% | 508 | +4 | 0.07% | Q1 2026 | May 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 5,244 | 236 | 0.03% | — | 509 | +5,244 | New | Q1 2026 | May 13, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 5,182 | 233 | 0.09% | 0.1% | 511 | +12 | 0.23% | Q1 2026 | May 01, 2026 |
| Composition Wealth, LLC | History | No change | 5,180 | 233 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BlackRock, Inc. | History | Added to | 5,149 | 232 | 0.0% | 0.0% | 512 | +2,941 | 133.2% | Q1 2026 | May 13, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 5,158 | 232 | 0.18% | 0.19% | 513 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 5,097 | 229 | 0.0% | — | 514 | +5,097 | New | Q1 2026 | May 13, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Reduced | 5,039 | 227 | 0.1% | 0.17% | 515 | -3,290 | -39.5% | Q1 2026 | May 06, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 5,023 | 226 | 0.06% | 0.06% | 516 | +402 | 8.7% | Q1 2026 | Apr 15, 2026 |
| LongView Asset Management LLC | History | No change | 4,837 | 226 | 0.16% | 0.16% | 517 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BOS Asset Management, LLC | History | Reduced | 4,960 | 223 | 0.06% | 0.06% | 518 | -208 | -4.02% | Q1 2026 | Apr 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 4,956 | 223 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Next Level Wealth Planning, LLC | History | New | 4,932 | 222 | 0.11% | — | 521 | +4,932 | New | Q1 2026 | Apr 21, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 4,764 | 222 | 0.16% | 0.16% | 520 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 4,910 | 221 | 0.06% | 0.06% | 522 | +483 | 10.91% | Q1 2026 | Apr 27, 2026 |
| Strategent Financial, LLC | History | New | 4,815 | 217 | 0.15% | — | 523 | +4,815 | New | Q1 2026 | Apr 20, 2026 |
| Texas Bank & Trust Co | History | New | 4,700 | 212 | 0.08% | — | 524 | +4,700 | New | Q1 2026 | Apr 30, 2026 |
| Cresset Asset Management, LLC | History | New | 4,686 | 211 | 0.0% | — | 525 | +4,686 | New | Q1 2026 | May 15, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 4,660 | 210 | 0.2% | 0.21% | 526 | -127 | -2.65% | Q1 2026 | May 08, 2026 |
| Navigate Wealth Management, LLC | History | New | 4,302 | 209 | 0.15% | — | 527 | +4,302 | New | Q1 2026 | Apr 27, 2026 |
| True Wealth Design, LLC | History | No change | 4,600 | 207 | 0.06% | 0.06% | 528 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 4,582 | 206 | 0.06% | 0.08% | 529 | -751 | -14.08% | Q1 2026 | Apr 28, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 4,567 | 206 | 0.17% | 0.11% | 530 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 4,252 | 191 | 0.0% | — | 531 | +4,252 | New | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | No change | 4,219 | 190 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 4,145 | 188 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Beacon Financial Strategies CORP | History | Added to | 3,891 | 175 | 0.1% | 0.1% | 534 | +1 | 0.03% | Q1 2026 | Apr 08, 2026 |
| IFG Advisory, LLC | History | New | 3,796 | 171 | 0.49% | — | 535 | +3,796 | New | Q1 2026 | May 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 3,015 | 137 | 0.01% | 0.01% | 536 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 2,867 | 129 | 0.08% | 0.08% | 537 | +2 | 0.07% | Q1 2026 | May 07, 2026 |
| Nemes Rush Group LLC | History | Reduced | 2,710 | 122 | 0.01% | 0.01% | 538 | -180 | -6.23% | Q1 2026 | Apr 21, 2026 |
| Topsail Wealth Management, LLC | History | New | 2,658 | 119 | 0.02% | — | 539 | +2,658 | New | Q1 2026 | Apr 21, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | New | 2,386 | 107 | 0.05% | — | 540 | +2,386 | New | Q1 2026 | Apr 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 2,231 | 100 | 0.0% | — | 541 | +2,231 | New | Q1 2026 | May 08, 2026 |
| Synergy Investment Management, LLC | History | New | 2,000 | 90 | 0.03% | — | 542 | +2,000 | New | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 64,253 | 85 | 0.0% | 0.01% | 543 | -1,110 | -1.7% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,875 | 84 | 0.0% | 0.0% | 544 | +1 | 0.05% | Q1 2026 | May 04, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 1,824 | 82 | 0.04% | 0.05% | 545 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | New | 1,787 | 80 | 0.0% | — | 547 | +1,787 | New | Q1 2026 | Apr 22, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,780 | 80 | 0.0% | 0.0% | 546 | -1,571 | -46.88% | Q1 2026 | May 15, 2026 |
| Evolution Advisers, Inc. | History | No change | 1,699 | 76 | 0.03% | 0.03% | 548 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,632 | 73 | 0.01% | 0.01% | 549 | +410 | 33.55% | Q1 2026 | Apr 23, 2026 |
| Benson Wealth Management INC | History | No change | 1,593 | 71 | 0.1% | 0.08% | 550 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,500 | 67 | 0.06% | 0.06% | 551 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 1,402 | 63 | 0.0% | 0.0% | 552 | -259 | -15.59% | Q1 2026 | Apr 16, 2026 |
| Arlington Trust Co LLC | History | No change | 1,376 | 62 | 0.01% | 0.01% | 553 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Banque Transatlantique SA | History | New | 1,250 | 56 | 0.0% | — | 554 | +1,250 | New | Q1 2026 | May 13, 2026 |
| Cordgrass Capital Advisors, LLC | History | New | 1,117 | 50 | 0.01% | — | 556 | +1,117 | New | Q1 2026 | May 07, 2026 |
| Orion Capital Management LLC | History | Reduced | 1,129 | 50 | 0.02% | 0.02% | 555 | -52 | -4.4% | Q1 2026 | May 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 1,099 | 49 | 0.0% | — | 557 | +1,099 | New | Q1 2026 | May 08, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 1,069 | 48 | 0.01% | 0.01% | 558 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 1,050 | 47 | 0.02% | 0.02% | 559 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 954 | 43 | 0.0% | — | 560 | +954 | New | Q1 2026 | Apr 27, 2026 |
| UMB Bank, n.a. | History | No change | 920 | 41 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 803 | 36 | 0.01% | 0.01% | 562 | +2 | 0.25% | Q1 2026 | Apr 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 684 | 30 | 0.0% | — | 563 | +684 | New | Q1 2026 | Apr 29, 2026 |
| Aptus Capital Advisors, LLC | History | New | 487 | 21 | 0.0% | — | 564 | +487 | New | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 431 | 19 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 415 | 18 | 0.01% | 0.01% | 566 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 401 | 17 | 0.0% | — | 567 | +401 | New | Q1 2026 | May 12, 2026 |
| Kilter Group LLC | History | No change | 363 | 16 | 0.01% | 0.01% | 568 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fortitude Family Office, LLC | History | Added to | 346 | 15 | 0.0% | 0.0% | 569 | +126 | 57.27% | Q1 2026 | Apr 15, 2026 |
| Russell Investments Group, Ltd. | History | New | 332 | 14 | 0.0% | — | 570 | +332 | New | Q1 2026 | May 08, 2026 |
| Operose Advisors LLC | History | No change | 308 | 13 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 204 | 9 | 0.0% | 0.01% | 572 | -185 | -47.56% | Q1 2026 | May 13, 2026 |
| Hurley Capital, LLC | History | Added to | 174 | 7 | 0.0% | 0.0% | 573 | +68 | 64.15% | Q1 2026 | May 06, 2026 |
| Quent Capital, LLC | History | Added to | 170 | 7 | 0.0% | 0.0% | 574 | +9 | 5.59% | Q1 2026 | Apr 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 115 | 5 | 0.0% | 0.0% | 575 | +1 | 0.88% | Q1 2026 | Apr 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 101 | 4 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| West Financial Advisors, LLC | History | No change | 67 | 3 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 58 | 2 | 0.0% | — | 578 | +58 | New | Q1 2026 | May 06, 2026 |
| Burk Holdings LLC | History | New | 51 | 2 | 0.0% | — | 579 | +51 | New | Q1 2026 | May 07, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 1.51% | — | -188,225 | -100.0% | Q1 2026 | Apr 14, 2026 |
| AlTi Global, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -166,854 | -100.0% | Q1 2026 | May 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -85,659 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 1.3% | — | -37,070 | -100.0% | Q1 2026 | May 11, 2026 |
| Solutions 4 Wealth, Ltd | History | Closed out | 0 | 0 | — | 1.51% | — | -21,378 | -100.0% | Q1 2026 | May 05, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.09% | — | -20,973 | -100.0% | Q1 2026 | Apr 24, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,400 | -100.0% | Q1 2026 | May 14, 2026 |
| Aspect Partners, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -12,122 | -100.0% | Q1 2026 | Apr 02, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -11,552 | -100.0% | Q1 2026 | Apr 20, 2026 |
| John A. Wolfe & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -8,398 | -100.0% | Q1 2026 | May 04, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,394 | -100.0% | Q1 2026 | May 15, 2026 |
| FOSTER & MOTLEY INC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,239 | -100.0% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,226 | -100.0% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,964 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Sepio Capital, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -7,828 | -100.0% | Q1 2026 | May 13, 2026 |
| 1ST SOURCE BANK | History | Closed out | 0 | 0 | — | 0.02% | — | -6,720 | -100.0% | Q1 2026 | May 04, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -5,205 | -100.0% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,029 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q1 2026 | May 15, 2026 |
| AMARILLO NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.04% | — | -4,765 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,746 | -100.0% | Q1 2026 | May 05, 2026 |
| Momentous Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -4,698 | -100.0% | Q1 2026 | May 11, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -4,610 | -100.0% | Q1 2026 | May 12, 2026 |
| HEFFERNAN ADVISORY, INC | History | Closed out | 0 | 0 | — | 0.19% | — | -4,354 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Ballast Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -4,336 | -100.0% | Q1 2026 | May 13, 2026 |
| Golden Reserve Retirement LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,287 | -100.0% | Q1 2026 | Apr 20, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -900 | -100.0% | Q1 2026 | Apr 17, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -770 | -100.0% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -242 | -100.0% | Q1 2026 | May 11, 2026 |
| Spurstone Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -162 | -100.0% | Q1 2026 | Apr 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -99 | -100.0% | Q1 2026 | May 15, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |