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 |