Dimensional ETF Trust - DFAX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | History | Reduced | 10,402,150 | 353,361 | 0.39% | 0.4% | 1 | -273,196 | -2.56% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 8,590,950 | 291,834 | 0.08% | 0.07% | 2 | +523,941 | 6.49% | Q1 2026 | May 06, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 8,416,314 | 285,902 | 14.15% | 13.5% | 3 | -16,352 | -0.19% | Q1 2026 | May 12, 2026 |
| Geometric Wealth Advisors | History | Added to | 7,454,243 | 253,220 | 31.71% | 30.94% | 4 | +105,875 | 1.44% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 7,258,730 | 246,579 | 1.0% | 0.89% | 5 | +647,889 | 9.8% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,604,704 | 224,361 | 0.06% | 0.06% | 6 | +44,763 | 0.68% | Q1 2026 | May 04, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 6,166,855 | 209,488 | 19.86% | 19.48% | 7 | +106,079 | 1.75% | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 5,208,807 | 176,943 | 0.87% | 0.8% | 8 | +66,092 | 1.29% | Q1 2026 | May 26, 2026 |
| Great Waters Wealth Management | History | Added to | 4,886,852 | 166,006 | 17.57% | 17.45% | 9 | +39,446 | 0.81% | Q1 2026 | Apr 17, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 4,806,630 | 163,281 | 1.84% | 1.59% | 10 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 4,323,741 | 146,877 | 0.21% | 0.18% | 11 | +242,778 | 5.95% | Q1 2026 | Apr 27, 2026 |
| Plancorp, LLC | History | Reduced | 3,942,065 | 141,598 | 4.03% | 3.95% | 12 | -53,946 | -1.35% | Q1 2026 | Apr 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,769,013 | 128,032 | 0.02% | 0.02% | 13 | +61,232 | 1.65% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 3,737,287 | 126,955 | 7.1% | 6.99% | 14 | -52,651 | -1.39% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 3,727,832 | 126,631 | 1.28% | 1.38% | 15 | +284,986 | 8.28% | Q1 2026 | May 13, 2026 |
| Triune Financial Partners, LLC | History | Added to | 3,630,000 | 123,311 | 29.32% | 29.37% | 16 | +9,286 | 0.26% | Q1 2026 | Apr 30, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,513,309 | 119,347 | 0.22% | 0.0% | 17 | +3,504,303 | 38910.76% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 3,368,439 | 110,249 | 0.44% | 0.44% | 18 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,952,121 | 100,283 | 0.17% | 0.18% | 19 | +53,921 | 1.86% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Reduced | 2,875,490 | 97,680 | 0.2% | 0.19% | 20 | -15,955 | -0.55% | Q1 2026 | May 06, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 2,783,778 | 94,564 | 0.57% | 0.56% | 21 | -30,996 | -1.1% | Q1 2026 | May 05, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 2,541,201 | 86,324 | 0.34% | 0.33% | 22 | -111,815 | -4.21% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 2,518,742 | 85,561 | 0.01% | 0.01% | 23 | +333,395 | 15.26% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,497,062 | 84,825 | 0.03% | 0.02% | 24 | +165,786 | 7.11% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,450,708 | 83,250 | 0.01% | 0.0% | 25 | +498,239 | 25.52% | Q1 2026 | May 15, 2026 |
| Planning Center, Inc. | History | Reduced | 2,434,023 | 82,683 | 8.38% | 8.72% | 26 | -174,690 | -6.7% | Q1 2026 | Apr 28, 2026 |
| Core Wealth Management, Inc. | History | Reduced | 2,394,043 | 81,325 | 24.92% | 24.46% | 27 | -4,867 | -0.2% | Q1 2026 | Apr 28, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 2,391,645 | 81,244 | 12.09% | 11.48% | 28 | +107,505 | 4.71% | Q1 2026 | Apr 21, 2026 |
| GeoWealth Management, LLC | History | Reduced | 2,390,556 | 81,207 | 2.92% | 2.93% | 29 | -37,424 | -1.54% | Q1 2026 | May 13, 2026 |
| New Capital Management LP | History | Added to | 2,387,805 | 81,113 | 20.0% | 19.34% | 30 | +35,769 | 1.52% | Q1 2026 | Apr 14, 2026 |
| Evanson Asset Management, LLC | History | Added to | 2,304,226 | 78,274 | 4.2% | 4.07% | 31 | +702 | 0.03% | Q1 2026 | Apr 08, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 2,150,975 | 73,068 | 20.97% | 21.13% | 32 | +11,493 | 0.54% | Q1 2026 | Apr 21, 2026 |
| Tumwater Wealth Management, LLC | History | Reduced | 2,148,190 | 72,974 | 29.35% | 29.74% | 33 | -81,240 | -3.64% | Q1 2026 | Apr 20, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 2,143,587 | 72,817 | 4.44% | 4.34% | 34 | -19,060 | -0.88% | Q1 2026 | May 04, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 2,065,674 | 70,170 | 3.78% | 3.64% | 35 | -25,215 | -1.21% | Q1 2026 | May 15, 2026 |
| Glassman Wealth Services | History | Added to | 1,997,755 | 67,863 | 9.23% | 8.67% | 36 | +34,830 | 1.77% | Q1 2026 | May 04, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 1,949,020 | 66,208 | 4.06% | 3.94% | 37 | +106,705 | 5.79% | Q1 2026 | Apr 20, 2026 |
| Asset Dedication, LLC | History | No change | 1,955,734 | 64,011 | 4.2% | 4.2% | 38 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BetterWealth, LLC | History | Added to | 1,822,328 | 61,904 | 12.14% | 13.59% | 39 | +1,675 | 0.09% | Q1 2026 | Apr 24, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 1,764,001 | 59,923 | 2.32% | 2.41% | 40 | -11,825 | -0.67% | Q1 2026 | May 07, 2026 |
| BAKER BOYER NATIONAL BANK | History | Added to | 1,762,066 | 59,857 | 17.98% | 16.99% | 41 | +42,356 | 2.46% | Q1 2026 | Apr 27, 2026 |
| Apella Capital, LLC | History | Added to | 1,612,850 | 59,578 | 0.88% | 0.72% | 42 | +499,063 | 44.81% | Q1 2026 | Apr 20, 2026 |
| Financial Symmetry Inc | History | Reduced | 1,544,450 | 56,588 | 20.1% | 20.79% | 43 | -13,003 | -0.83% | Q1 2026 | May 11, 2026 |
| Trellis Wealth Advisors LLC | History | Added to | 1,621,272 | 55,074 | 20.96% | 20.35% | 44 | +31,559 | 1.99% | Q1 2026 | Apr 15, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | Reduced | 1,589,820 | 54,006 | 17.11% | 17.43% | 45 | -16,404 | -1.02% | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | Added to | 1,573,458 | 53,450 | 4.73% | 3.78% | 46 | +145,083 | 10.16% | Q1 2026 | Apr 30, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 1,565,178 | 53,169 | 20.45% | 20.37% | 47 | -26,809 | -1.68% | Q1 2026 | May 01, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 1,422,904 | 51,110 | 4.6% | 4.56% | 48 | -13,922 | -0.97% | Q1 2026 | Apr 29, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 1,401,514 | 50,917 | 14.39% | 14.67% | 49 | +34,373 | 2.51% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,502,018 | 49,506 | 0.0% | 0.0% | 50 | +1,058,271 | 238.49% | Q1 2026 | May 13, 2026 |
| Altiora Financial Group, LLC | History | Added to | 1,447,156 | 49,159 | 8.1% | 8.09% | 51 | +12,292 | 0.86% | Q1 2026 | May 08, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 1,416,825 | 48,129 | 2.74% | 3.01% | 52 | -119,916 | -7.8% | Q1 2026 | Apr 09, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Added to | 1,394,816 | 47,381 | 16.05% | 16.33% | 53 | +7,464 | 0.54% | Q1 2026 | Apr 23, 2026 |
| Johnson Wealth Management, LLC | History | Added to | 1,327,681 | 45,101 | 21.77% | 21.45% | 54 | +10,631 | 0.81% | Q1 2026 | Apr 23, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 1,323,626 | 44,963 | 3.36% | 3.21% | 55 | -3,188 | -0.24% | Q1 2026 | May 04, 2026 |
| Warburton Capital Management, LLC | History | Added to | 1,236,646 | 44,271 | 21.59% | 20.48% | 56 | +128,405 | 11.59% | Q1 2026 | May 01, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | Added to | 1,287,714 | 43,743 | 31.75% | 31.13% | 57 | +22,492 | 1.78% | Q1 2026 | Apr 17, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Reduced | 1,276,502 | 43,362 | 12.22% | 11.68% | 58 | -40,639 | -3.09% | Q1 2026 | Apr 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 1,221,414 | 41,491 | 0.08% | 0.08% | 59 | -70,663 | -5.47% | Q1 2026 | May 14, 2026 |
| Babb Wealth Advisors LLC | History | Reduced | 1,206,924 | 40,999 | 22.41% | 22.32% | 60 | -1,259 | -0.1% | Q1 2026 | May 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 1,184,794 | 40,247 | 0.59% | 0.61% | 61 | -56,932 | -4.58% | Q1 2026 | Apr 09, 2026 |
| Onyx Financial Advisors, LLC | History | Reduced | 1,160,548 | 39,423 | 16.37% | 16.15% | 62 | -3,795 | -0.33% | Q1 2026 | Apr 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 1,153,055 | 39,169 | 0.18% | 0.18% | 63 | -19,463 | -1.66% | Q1 2026 | Apr 24, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,143,842 | 38,856 | 0.04% | 0.04% | 64 | -33,767 | -2.87% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,124,416 | 38,196 | 0.06% | 0.04% | 65 | +414,694 | 58.43% | Q1 2026 | May 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 1,120,695 | 38,070 | 3.04% | 3.14% | 66 | -46,854 | -4.01% | Q1 2026 | May 15, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 1,111,628 | 37,762 | 10.91% | 10.99% | 67 | -19,347 | -1.71% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Reduced | 1,055,497 | 35,855 | 0.51% | 0.47% | 68 | -37,539 | -3.43% | Q1 2026 | Apr 23, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 1,018,559 | 34,600 | 3.75% | 3.44% | 69 | +58,323 | 6.07% | Q1 2026 | May 12, 2026 |
| Shearwater Capital LLC | History | Added to | 903,646 | 30,696 | 16.1% | 16.05% | 70 | +49,126 | 5.75% | Q1 2026 | Apr 09, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 888,337 | 30,176 | 0.29% | 0.27% | 71 | +34,472 | 4.04% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 876,378 | 29,771 | 0.08% | 0.06% | 72 | +134,727 | 18.17% | Q1 2026 | Apr 30, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Added to | 866,264 | 29,426 | 18.89% | 18.52% | 73 | +12,100 | 1.42% | Q1 2026 | Apr 21, 2026 |
| Cetera Investment Advisers | History | Reduced | 855,795 | 29,071 | 0.03% | 0.03% | 74 | -31,166 | -3.51% | Q1 2026 | May 13, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 852,469 | 28,958 | 3.97% | 3.99% | 75 | -32,421 | -3.66% | Q1 2026 | May 14, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 839,456 | 28,516 | 1.51% | 1.58% | 76 | -36,849 | -4.21% | Q1 2026 | Apr 27, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 811,078 | 27,552 | 3.01% | 3.21% | 77 | +7,777 | 0.97% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Reduced | 809,746 | 27,507 | 0.13% | 0.16% | 78 | -33,106 | -3.93% | Q1 2026 | May 04, 2026 |
| RFG Advisory, LLC | History | Reduced | 800,588 | 27,195 | 0.5% | 0.59% | 79 | -150,071 | -15.79% | Q1 2026 | Apr 17, 2026 |
| Sensible Money, LLC | History | Reduced | 733,377 | 24,912 | 7.58% | 8.03% | 80 | -34,773 | -4.53% | Q1 2026 | Apr 21, 2026 |
| Financial Plan, Inc. | History | Reduced | 731,319 | 24,842 | 2.66% | 2.78% | 81 | -7,291 | -0.99% | Q1 2026 | Apr 24, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 730,621 | 24,819 | 7.71% | 7.09% | 82 | +13,740 | 1.92% | Q1 2026 | May 08, 2026 |
| Momentous Wealth Management, Inc. | History | Reduced | 728,287 | 24,739 | 14.14% | 14.43% | 83 | -49,231 | -6.33% | Q1 2026 | May 11, 2026 |
| ASPIRIANT, LLC | History | No change | 727,702 | 24,720 | 0.7% | 0.68% | 84 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Reduced | 720,463 | 24,474 | 4.42% | 4.47% | 85 | -258 | -0.04% | Q1 2026 | Apr 13, 2026 |
| Wolfstich Capital, LLC | History | Reduced | 740,511 | 24,407 | 21.36% | 24.0% | 86 | -55,394 | -6.96% | Q1 2026 | Apr 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 715,224 | 24,296 | 0.09% | 0.09% | 87 | +39,340 | 5.82% | Q1 2026 | Apr 30, 2026 |
| Old Peak Finance LLC | History | Added to | 712,295 | 24,196 | 14.13% | 14.03% | 88 | +17,665 | 2.54% | Q1 2026 | Apr 24, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 643,051 | 23,426 | 0.52% | 0.55% | 89 | -1,609 | -0.25% | Q1 2026 | May 04, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Reduced | 681,936 | 23,165 | 7.16% | 6.8% | 90 | -2,115 | -0.31% | Q1 2026 | Apr 20, 2026 |
| MilWealth Group LLC | History | Reduced | 674,680 | 22,918 | 5.46% | 5.37% | 91 | -15,051 | -2.18% | Q1 2026 | May 01, 2026 |
| Mariner, LLC | History | Added to | 654,649 | 22,235 | 0.03% | 0.02% | 92 | +243,453 | 59.21% | Q1 2026 | May 13, 2026 |
| marrick wealth, LLC | History | Added to | 653,050 | 22,184 | 18.66% | 17.47% | 93 | +1,068 | 0.16% | Q1 2026 | Apr 15, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 645,085 | 21,913 | 5.79% | 5.55% | 94 | -1,317 | -0.2% | Q1 2026 | Apr 27, 2026 |
| CONQUIS FINANCIAL LLC | History | Added to | 600,657 | 21,629 | 17.93% | 16.8% | 95 | +3,561 | 0.6% | Q1 2026 | May 07, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 629,397 | 21,380 | 6.08% | 6.32% | 96 | +1,422 | 0.23% | Q1 2026 | Apr 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 625,195 | 21,237 | 0.0% | — | 97 | +625,195 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 611,688 | 21,054 | 0.2% | 0.19% | 98 | +60,425 | 10.96% | Q1 2026 | Apr 07, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 608,449 | 20,669 | 0.87% | 0.81% | 99 | -60,229 | -9.01% | Q1 2026 | Apr 28, 2026 |
| Generations Wealth, LLC | History | Reduced | 605,775 | 20,578 | 19.98% | 20.31% | 100 | -706 | -0.12% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 606,817 | 20,556 | 0.03% | 0.03% | 101 | -2,705 | -0.44% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 604,801 | 20,545 | 0.11% | 0.14% | 102 | -232 | -0.04% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 603,494 | 20,500 | 0.11% | 0.11% | 103 | -4,830 | -0.79% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 593,257 | 20,295 | 0.04% | 0.03% | 104 | -157,683 | -21.0% | Q1 2026 | Apr 08, 2026 |
| Symmetry Partners, LLC | History | Reduced | 586,059 | 19,908 | 1.14% | 1.17% | 105 | -19,399 | -3.2% | Q1 2026 | Apr 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 550,672 | 18,706 | 0.03% | 0.02% | 106 | +51,733 | 10.37% | Q1 2026 | Apr 27, 2026 |
| Vested Financial Planning, LLC | History | Reduced | 550,554 | 18,702 | 14.25% | 13.97% | 107 | -3,825 | -0.69% | Q1 2026 | Apr 16, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 543,183 | 18,451 | 10.02% | 10.69% | 108 | +3,493 | 0.65% | Q1 2026 | Apr 21, 2026 |
| von Borstel & Associates, Inc. | History | Reduced | 518,643 | 17,618 | 4.03% | 4.12% | 109 | -18,633 | -3.47% | Q1 2026 | May 12, 2026 |
| Elser Financial Planning, Inc | History | Added to | 518,020 | 17,582 | 0.85% | 0.53% | 110 | +495,717 | 2222.65% | Q1 2026 | Apr 15, 2026 |
| Grunden Financial Advisory, Inc. | History | No change | 531,680 | 17,401 | 6.8% | 6.8% | 111 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 509,315 | 17,301 | 4.18% | 3.9% | 112 | +13,329 | 2.69% | Q1 2026 | May 01, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 488,760 | 16,603 | 4.21% | 4.39% | 113 | -23,693 | -4.62% | Q1 2026 | Apr 10, 2026 |
| CWM, LLC | History | Added to | 486,972 | 16,542 | 0.04% | 0.02% | 114 | +302,012 | 163.29% | Q1 2026 | May 14, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 484,743 | 16,466 | 2.12% | 5.69% | 115 | -832,663 | -63.2% | Q1 2026 | Apr 16, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 476,773 | 16,195 | 6.99% | 6.49% | 116 | +38,054 | 8.67% | Q1 2026 | May 01, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 476,589 | 16,189 | 6.7% | 6.01% | 117 | +10,972 | 2.36% | Q1 2026 | Apr 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 473,924 | 16,099 | 0.08% | 0.08% | 118 | -1,483 | -0.31% | Q1 2026 | May 14, 2026 |
| Ruedi Wealth Management, Inc. | History | Reduced | 471,355 | 16,011 | 4.12% | 4.26% | 119 | -24,892 | -5.02% | Q1 2026 | May 01, 2026 |
| M Holdings Securities, Inc. | History | Added to | 469,006 | 15,932 | 1.08% | 1.09% | 120 | +4,559 | 0.98% | Q1 2026 | May 12, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 460,529 | 15,644 | 1.72% | 1.39% | 121 | +70,298 | 18.01% | Q1 2026 | Apr 29, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Reduced | 460,305 | 15,636 | 8.8% | 9.08% | 122 | -35,425 | -7.15% | Q1 2026 | May 14, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 456,204 | 15,497 | 7.29% | 7.46% | 123 | -46,269 | -9.21% | Q1 2026 | May 08, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 447,358 | 15,196 | 7.42% | 7.37% | 124 | -13,320 | -2.89% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 446,471 | 15,166 | 0.0% | — | 125 | +446,471 | New | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 443,607 | 15,069 | 0.18% | 0.18% | 126 | -37,318 | -7.76% | Q1 2026 | May 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 433,679 | 14,732 | 0.0% | 0.0% | 127 | +372,782 | 612.15% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 431,174 | 14,646 | 0.41% | 0.37% | 128 | +384 | 0.09% | Q1 2026 | Apr 28, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Reduced | 427,506 | 14,522 | 4.35% | 4.39% | 129 | -12,660 | -2.88% | Q1 2026 | Apr 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 442,174 | 14,472 | 0.09% | 0.1% | 130 | +1,331 | 0.3% | Q1 2026 | May 15, 2026 |
| B&D White Capital Company, LLC | History | Added to | 425,376 | 14,450 | 1.79% | 1.24% | 131 | +97,384 | 29.69% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 406,157 | 13,797 | 0.02% | 0.02% | 132 | -19,855 | -4.66% | Q1 2026 | May 15, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 404,889 | 13,754 | 1.43% | 1.29% | 133 | +32,306 | 8.67% | Q1 2026 | Apr 08, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 389,490 | 13,230 | 3.58% | 3.53% | 134 | -2,319 | -0.59% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 381,462 | 12,958 | 0.01% | 0.01% | 135 | +5,833 | 1.55% | Q1 2026 | May 12, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 377,834 | 12,835 | 1.79% | 1.62% | 136 | +14,777 | 4.07% | Q1 2026 | Apr 20, 2026 |
| Betterment LLC | History | Added to | 373,555 | 12,690 | 0.02% | 0.02% | 137 | +1,541 | 0.41% | Q1 2026 | May 14, 2026 |
| Truepoint, Inc. | History | Reduced | 372,834 | 12,665 | 0.28% | 0.28% | 138 | -7,009 | -1.85% | Q1 2026 | May 08, 2026 |
| E6 Portfolios, LLC | History | Added to | 372,649 | 12,658 | 13.2% | 13.38% | 139 | +15,130 | 4.23% | Q1 2026 | May 12, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 366,393 | 12,446 | 0.18% | 0.19% | 140 | -3,698 | -1.0% | Q1 2026 | Apr 10, 2026 |
| Trust Co of the South | History | Added to | 365,715 | 12,423 | 2.0% | 1.92% | 141 | +1,443 | 0.4% | Q1 2026 | Apr 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 363,405 | 12,344 | 0.01% | 0.0% | 142 | +99,833 | 37.88% | Q1 2026 | May 15, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Reduced | 346,394 | 11,767 | 7.03% | 6.95% | 143 | -10,897 | -3.05% | Q1 2026 | Apr 15, 2026 |
| REGIMEN WEALTH, LLC | History | New | 341,590 | 11,603 | 3.39% | — | 144 | +341,590 | New | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 338,034 | 11,483 | 0.09% | 0.13% | 145 | -177 | -0.05% | Q1 2026 | May 15, 2026 |
| TRB Wealth Management, LLC | History | New | 336,513 | 11,431 | 1.62% | — | 146 | +336,513 | New | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 308,472 | 11,237 | 3.07% | 3.02% | 147 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ERn Financial, LLC | History | Reduced | 317,053 | 10,770 | 2.03% | 2.0% | 148 | -7,759 | -2.39% | Q1 2026 | Apr 24, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 309,641 | 10,518 | 2.31% | 2.15% | 149 | +10,655 | 3.56% | Q1 2026 | May 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 306,347 | 10,406 | 0.13% | 0.13% | 150 | +952 | 0.31% | Q1 2026 | May 11, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 303,923 | 10,324 | 2.46% | 2.4% | 151 | +4,958 | 1.66% | Q1 2026 | Apr 22, 2026 |
| Porter White Investment Advisors, Inc. | History | Reduced | 302,525 | 10,276 | 4.12% | 4.1% | 152 | -2,586 | -0.85% | Q1 2026 | May 12, 2026 |
| PROSPERITY BANCSHARES INC | History | Added to | 301,098 | 10,228 | 8.2% | 6.88% | 153 | +68,220 | 29.29% | Q1 2026 | May 12, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 293,560 | 9,972 | 1.07% | 1.11% | 154 | -6,986 | -2.32% | Q1 2026 | Apr 14, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 284,431 | 9,662 | 5.64% | 5.17% | 155 | +12,192 | 4.48% | Q1 2026 | May 11, 2026 |
| Annandale Capital, LLC | History | Added to | 271,864 | 9,235 | 1.3% | 0.82% | 156 | +61,625 | 29.31% | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 270,834 | 9,200 | 1.12% | 1.14% | 157 | -5,600 | -2.03% | Q1 2026 | Apr 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 275,897 | 9,104 | 0.0% | 0.0% | 158 | +121,000 | 78.12% | Q1 2026 | May 15, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 263,778 | 8,960 | 3.03% | 2.81% | 159 | -58,383 | -18.12% | Q1 2026 | Apr 08, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 263,308 | 8,944 | 3.11% | 3.09% | 160 | -10,939 | -3.99% | Q1 2026 | May 01, 2026 |
| Cloud Capital Management, LLC | History | Reduced | 251,277 | 8,535 | 3.72% | 4.35% | 161 | -30,304 | -10.76% | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 247,517 | 8,408 | 0.06% | 0.0% | 162 | +235,469 | 1954.42% | Q1 2026 | May 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 252,764 | 8,272 | 0.4% | 0.39% | 163 | -2,430 | -0.95% | Q1 2026 | Apr 08, 2026 |
| TRUE BLUE FINANCIAL, LLC | History | Reduced | 241,584 | 8,206 | 6.47% | 6.7% | 164 | -6,364 | -2.57% | Q1 2026 | Apr 24, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 236,652 | 8,039 | 4.18% | 3.37% | 165 | +39,892 | 20.27% | Q1 2026 | Apr 21, 2026 |
| Capstone Wealth Management, LLC | History | Reduced | 234,375 | 7,961 | 5.55% | 5.63% | 166 | -1,386 | -0.59% | Q1 2026 | Apr 16, 2026 |
| American Investment Services, Inc. | History | Reduced | 232,367 | 7,893 | 1.76% | 1.8% | 167 | -5,003 | -2.11% | Q1 2026 | May 13, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 232,288 | 7,890 | 2.21% | 2.32% | 168 | -236,320 | -50.43% | Q1 2026 | Apr 16, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 226,465 | 7,693 | 3.01% | 3.04% | 169 | -7,261 | -3.11% | Q1 2026 | Apr 20, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Reduced | 225,352 | 7,655 | 3.05% | 3.02% | 170 | -760 | -0.34% | Q1 2026 | Apr 24, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 224,206 | 7,616 | 1.15% | 0.95% | 171 | +35,982 | 19.12% | Q1 2026 | Apr 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 223,273 | 7,585 | 0.06% | — | 172 | +223,273 | New | Q1 2026 | Apr 07, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 214,494 | 7,286 | 5.26% | 4.86% | 173 | +19,331 | 9.91% | Q1 2026 | Apr 13, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 211,623 | 7,188 | 1.04% | 1.15% | 174 | -17,178 | -7.51% | Q1 2026 | May 11, 2026 |
| ENTRUST FINANCIAL LLC | History | Reduced | 210,723 | 7,158 | 5.01% | 5.32% | 175 | -8,014 | -3.66% | Q1 2026 | May 12, 2026 |
| Integrated Advisors Network LLC | History | Added to | 209,688 | 7,123 | 0.37% | 0.3% | 176 | +3,100 | 1.5% | Q1 2026 | Apr 28, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 207,901 | 7,062 | 0.06% | 0.05% | 177 | -549 | -0.26% | Q1 2026 | May 01, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 207,624 | 7,052 | 2.65% | 2.69% | 178 | -5,246 | -2.46% | Q1 2026 | Apr 21, 2026 |
| Hassell Wealth Management, LLC | History | Reduced | 201,703 | 6,851 | 2.3% | 2.31% | 179 | -1,170 | -0.58% | Q1 2026 | Apr 30, 2026 |
| Aspen Capital Management, LLC | History | Added to | 200,460 | 6,809 | 1.69% | 1.6% | 180 | +3,483 | 1.77% | Q1 2026 | Apr 17, 2026 |
| Vantage Point Financial LLC | History | Reduced | 198,339 | 6,737 | 2.36% | 2.47% | 181 | -12,831 | -6.08% | Q1 2026 | May 01, 2026 |
| 55 North Private Wealth, LLC | History | Reduced | 197,422 | 6,706 | 1.72% | 1.88% | 182 | -20,885 | -9.57% | Q1 2026 | Apr 17, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 197,277 | 6,701 | 1.16% | 1.18% | 183 | -6,084 | -2.99% | Q1 2026 | May 05, 2026 |
| Canopy Partners, LLC | History | Added to | 192,626 | 6,543 | 2.24% | 2.0% | 184 | +5,015 | 2.67% | Q1 2026 | May 11, 2026 |
| Visionary Wealth Advisors | History | Added to | 191,191 | 6,494 | 0.29% | 0.28% | 185 | +1,415 | 0.75% | Q1 2026 | May 13, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 184,874 | 6,280 | 5.91% | 5.84% | 186 | +166 | 0.09% | Q1 2026 | May 07, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 184,475 | 6,266 | 0.68% | 0.67% | 187 | -4,560 | -2.41% | Q1 2026 | Apr 08, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 180,183 | 6,120 | 0.12% | 0.13% | 188 | -32,690 | -15.36% | Q1 2026 | May 01, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 179,828 | 6,108 | 0.44% | 0.38% | 189 | -1,362 | -0.75% | Q1 2026 | Apr 16, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 179,582 | 6,100 | 0.06% | 0.06% | 190 | -1,459 | -0.81% | Q1 2026 | Apr 13, 2026 |
| RS CRUM INC. | History | Reduced | 177,827 | 6,040 | 1.17% | 1.17% | 191 | -585 | -0.33% | Q1 2026 | Apr 15, 2026 |
| CGN Advisors LLC | History | Reduced | 176,639 | 6,000 | 0.47% | 0.47% | 192 | -4,391 | -2.43% | Q1 2026 | Apr 13, 2026 |
| Concord Wealth Partners | History | Added to | 176,470 | 5,994 | 0.78% | 0.73% | 193 | +5,680 | 3.33% | Q1 2026 | May 01, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 176,096 | 5,981 | 1.52% | 1.5% | 194 | -1,671 | -0.94% | Q1 2026 | Apr 22, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 170,485 | 5,791 | 0.52% | 0.51% | 195 | -2,016 | -1.17% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 166,572 | 5,658 | 0.01% | 0.01% | 196 | +43,011 | 34.81% | Q1 2026 | May 15, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 152,189 | 5,567 | 3.57% | 3.45% | 197 | +1,206 | 0.8% | Q1 2026 | May 06, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 160,879 | 5,465 | 2.2% | 2.59% | 198 | -32,867 | -16.96% | Q1 2026 | Apr 20, 2026 |
| GEM Asset Management, LLC | History | Added to | 155,180 | 5,271 | 2.33% | 2.24% | 199 | +5,122 | 3.41% | Q1 2026 | Apr 10, 2026 |
| RAM Investment Partners, LLC | History | Reduced | 151,993 | 5,163 | 0.91% | 0.93% | 200 | -5,299 | -3.37% | Q1 2026 | May 04, 2026 |
| Tillman Hartley LLC | History | Reduced | 151,543 | 5,147 | 1.29% | 1.34% | 201 | -11,311 | -6.95% | Q1 2026 | May 08, 2026 |
| 626 Financial, LLC | History | New | 149,542 | 5,079 | 2.26% | — | 202 | +149,542 | New | Q1 2026 | Apr 23, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 153,090 | 5,045 | 0.18% | 0.18% | 203 | +12,292 | 8.73% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 148,424 | 5,041 | 0.0% | 0.0% | 204 | +5,317 | 3.72% | Q1 2026 | May 15, 2026 |
| Platform Wealth Management, LLC | History | No change | 149,976 | 4,908 | 1.31% | 1.31% | 205 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 143,898 | 4,888 | 1.27% | 1.2% | 206 | +1,257 | 0.88% | Q1 2026 | Apr 15, 2026 |
| First Financial Group Corp | History | Added to | 143,855 | 4,886 | 3.99% | 3.8% | 207 | +7,522 | 5.52% | Q1 2026 | Apr 22, 2026 |
| Belleair Asset Management, LLC | History | Reduced | 143,341 | 4,869 | 4.44% | 4.49% | 208 | -655 | -0.45% | Q1 2026 | Apr 15, 2026 |
| WealthSpring Partners, LLC | History | Added to | 143,206 | 4,864 | 4.46% | 4.55% | 209 | +7,615 | 5.62% | Q1 2026 | Apr 20, 2026 |
| RBF Capital, LLC | History | No change | 140,000 | 4,755 | 0.23% | 0.2% | 210 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 138,180 | 4,693 | 0.31% | 0.41% | 211 | -1,019 | -0.73% | Q1 2026 | May 07, 2026 |
| Kane Co Wealth Management, Inc. | History | Reduced | 137,601 | 4,674 | 3.94% | 4.13% | 212 | -5,500 | -3.84% | Q1 2026 | Apr 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 135,302 | 4,596 | 0.14% | 0.16% | 213 | -236 | -0.17% | Q1 2026 | May 15, 2026 |
| Wealth Architects, LLC | History | Reduced | 134,097 | 4,555 | 0.41% | 0.4% | 214 | -2,907 | -2.12% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Added to | 132,388 | 4,497 | 0.06% | 0.06% | 215 | +640 | 0.49% | Q1 2026 | May 14, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 130,648 | 4,438 | 1.02% | 1.04% | 216 | -4,963 | -3.66% | Q1 2026 | May 04, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 128,306 | 4,358 | 0.23% | 0.23% | 217 | -4,259 | -3.21% | Q1 2026 | Apr 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 126,139 | 4,284 | 0.01% | 0.01% | 218 | -13,692 | -9.79% | Q1 2026 | May 04, 2026 |
| Capstone Wealth Management, Inc. | History | Reduced | 122,121 | 4,200 | 3.56% | 3.58% | 219 | -1,429 | -1.16% | Q1 2026 | May 15, 2026 |
| GK Wealth Management LLC | History | New | 127,398 | 4,199 | 3.65% | — | 221 | +127,398 | New | Q1 2026 | Apr 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | No change | 127,398 | 4,199 | 3.65% | 3.88% | 220 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 118,709 | 4,032 | 0.0% | 0.0% | 222 | +38,222 | 47.49% | Q1 2026 | May 07, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 117,940 | 4,006 | 2.72% | 2.7% | 223 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CHOREO, LLC | History | Added to | 117,679 | 3,997 | 0.05% | 0.03% | 224 | +57,287 | 94.86% | Q1 2026 | May 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 117,112 | 3,978 | 0.39% | 0.48% | 225 | +61 | 0.05% | Q1 2026 | Apr 06, 2026 |
| Evernest Financial Advisors, LLC | History | Reduced | 109,109 | 3,951 | 0.82% | 0.85% | 226 | -2,777 | -2.48% | Q1 2026 | May 04, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Added to | 116,248 | 3,948 | 1.69% | 1.64% | 227 | +750 | 0.65% | Q1 2026 | May 06, 2026 |
| XY Planning Network, Inc. | History | Reduced | 114,201 | 3,930 | 0.63% | 0.77% | 228 | -20,093 | -14.96% | Q1 2026 | Apr 14, 2026 |
| Foundry Financial LLC | History | Added to | 115,274 | 3,915 | 1.66% | 1.27% | 229 | +41,200 | 55.62% | Q1 2026 | Apr 21, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 114,981 | 3,905 | 0.0% | 0.0% | 230 | -613 | -0.53% | Q1 2026 | May 12, 2026 |
| Harbor Group, Inc. | History | Reduced | 114,511 | 3,889 | 0.56% | 0.57% | 231 | -1,462 | -1.26% | Q1 2026 | Apr 10, 2026 |
| Arkadios Wealth Advisors | History | New | 114,008 | 3,872 | 0.06% | — | 232 | +114,008 | New | Q1 2026 | May 18, 2026 |
| Factor Wealth Management LTD | History | Added to | 113,725 | 3,863 | 0.73% | 0.75% | 233 | +8,237 | 7.81% | Q1 2026 | Apr 20, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 112,981 | 3,837 | 0.75% | 1.01% | 234 | -33,158 | -22.69% | Q1 2026 | May 15, 2026 |
| WPWealth LLP | History | Added to | 111,831 | 3,798 | 0.58% | 0.57% | 235 | +141 | 0.13% | Q1 2026 | May 11, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Reduced | 110,389 | 3,749 | 0.72% | 0.73% | 236 | -92 | -0.08% | Q1 2026 | Apr 24, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 110,353 | 3,748 | 0.49% | 0.23% | 237 | +59,950 | 118.94% | Q1 2026 | May 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 109,860 | 3,731 | 0.79% | 0.76% | 238 | +4 | 0.0% | Q1 2026 | May 05, 2026 |
| McCartney Wealth Management LLC | History | Reduced | 109,337 | 3,714 | 3.13% | 3.31% | 239 | -7,773 | -6.64% | Q1 2026 | May 11, 2026 |
| LS Investment Advisors, LLC | History | New | 108,315 | 3,679 | 0.55% | — | 240 | +108,315 | New | Q1 2026 | Apr 20, 2026 |
| Lantern Wealth Advisors, LLC | History | Added to | 107,830 | 3,662 | 1.88% | 1.87% | 241 | +339 | 0.32% | Q1 2026 | May 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 105,705 | 3,590 | 0.11% | 0.12% | 242 | -9,523 | -8.26% | Q1 2026 | Apr 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 105,578 | 3,586 | 0.17% | 0.15% | 243 | +13,613 | 14.8% | Q1 2026 | Apr 28, 2026 |
| RW Investment Management LLC | History | New | 103,208 | 3,505 | 0.34% | — | 244 | +103,208 | New | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Added to | 103,018 | 3,499 | 0.0% | 0.0% | 245 | +6,595 | 6.84% | Q1 2026 | May 15, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 102,103 | 3,468 | 0.25% | 0.25% | 246 | -1,045 | -1.01% | Q1 2026 | Apr 29, 2026 |
| Parkwoods Wealth Partners, LLC | History | Reduced | 99,136 | 3,367 | 0.83% | 0.96% | 247 | -544 | -0.55% | Q1 2026 | Apr 13, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 97,639 | 3,316 | 0.61% | 0.32% | 248 | +41,408 | 73.64% | Q1 2026 | May 12, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 95,794 | 3,254 | 2.77% | 2.67% | 249 | +31 | 0.03% | Q1 2026 | May 05, 2026 |
| Arista Wealth Management, LLC | History | Added to | 95,480 | 3,243 | 0.39% | 0.37% | 250 | +2,626 | 2.83% | Q1 2026 | Apr 30, 2026 |
| Western Wealth Management, LLC | History | Reduced | 94,712 | 3,217 | 0.12% | 0.14% | 251 | -256 | -0.27% | Q1 2026 | May 19, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 94,126 | 3,197 | 0.17% | 0.17% | 252 | -3,421 | -3.51% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 95,374 | 3,121 | 0.06% | 0.06% | 253 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Merited Wealth, LLC | History | Reduced | 91,734 | 3,116 | 2.58% | 2.88% | 254 | -3,274 | -3.45% | Q1 2026 | Apr 24, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 91,435 | 3,106 | 1.45% | 1.39% | 255 | +1,634 | 1.82% | Q1 2026 | May 14, 2026 |
| United Wealth Management, LLC | History | Reduced | 91,159 | 3,096 | 0.77% | 0.83% | 256 | -6,661 | -6.81% | Q1 2026 | May 01, 2026 |
| Rather & Kittrell, Inc. | History | Reduced | 90,995 | 3,091 | 0.48% | 0.58% | 257 | -18,819 | -17.14% | Q1 2026 | May 12, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 90,417 | 3,071 | 0.05% | 0.03% | 258 | +50,007 | 123.75% | Q1 2026 | Apr 21, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Reduced | 89,451 | 3,038 | 1.74% | 1.82% | 259 | -491 | -0.55% | Q1 2026 | Apr 23, 2026 |
| FMR LLC | History | Added to | 88,292 | 2,999 | 0.0% | 0.0% | 260 | +13,003 | 17.27% | Q1 2026 | May 15, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 85,295 | 2,897 | 0.44% | 0.44% | 261 | -751 | -0.87% | Q1 2026 | Apr 14, 2026 |
| Broadhurst Jeffrey B | History | Reduced | 84,724 | 2,878 | 2.95% | 2.98% | 262 | -2,811 | -3.21% | Q1 2026 | May 14, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 83,058 | 2,821 | 0.42% | 0.38% | 263 | +4,639 | 5.92% | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 82,875 | 2,815 | 0.01% | 0.01% | 264 | +921 | 1.12% | Q1 2026 | May 08, 2026 |
| Savvy Advisors, Inc. | History | Added to | 81,229 | 2,759 | 0.07% | 0.06% | 265 | +25,975 | 47.01% | Q1 2026 | May 11, 2026 |
| BCO Wealth Management LLC | History | Added to | 78,918 | 2,680 | 1.61% | 1.58% | 266 | +3 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 77,931 | 2,647 | 0.0% | 0.0% | 267 | +238 | 0.31% | Q1 2026 | May 14, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 77,614 | 2,636 | 0.73% | 0.77% | 268 | +13 | 0.02% | Q1 2026 | Apr 24, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 75,566 | 2,566 | 0.0% | 0.0% | 269 | -213,502 | -73.86% | Q1 2026 | May 15, 2026 |
| Applied Capital LLC | History | Added to | 74,578 | 2,533 | 0.95% | 0.75% | 270 | +14,844 | 24.85% | Q1 2026 | Apr 22, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 74,338 | 2,525 | 0.35% | 0.34% | 271 | +26 | 0.03% | Q1 2026 | Apr 24, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 69,359 | 2,491 | 0.3% | 0.32% | 272 | -4,698 | -6.34% | Q1 2026 | Apr 22, 2026 |
| Retirement Solution LLC | History | Reduced | 73,167 | 2,485 | 0.59% | 0.54% | 273 | -1,238 | -1.66% | Q1 2026 | May 11, 2026 |
| HMV Wealth Advisors, LLC | History | Reduced | 73,078 | 2,482 | 1.17% | 1.27% | 274 | -4,585 | -5.9% | Q1 2026 | Apr 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 71,973 | 2,444 | 0.5% | 0.55% | 275 | -6,508 | -8.29% | Q1 2026 | May 15, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Reduced | 71,853 | 2,440 | 2.51% | 3.1% | 276 | -10,203 | -12.43% | Q1 2026 | May 04, 2026 |
| Vistica Wealth Advisors, LLC | History | Reduced | 71,771 | 2,438 | 2.43% | 2.48% | 277 | -4,336 | -5.7% | Q1 2026 | Apr 23, 2026 |
| MAI Capital Management | History | No change | 69,373 | 2,356 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 69,208 | 2,351 | 0.94% | 0.92% | 279 | +1,403 | 2.07% | Q1 2026 | Apr 21, 2026 |
| FLAX POND CAPITAL, LLC | History | Added to | 68,464 | 2,325 | 1.87% | 1.63% | 280 | +1,300 | 1.94% | Q1 2026 | May 19, 2026 |
| Berger Financial Group, Inc | History | Added to | 67,573 | 2,295 | 0.13% | 0.11% | 281 | +7,801 | 13.05% | Q1 2026 | Apr 28, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 66,839 | 2,270 | 0.01% | 0.01% | 282 | -1,620 | -2.37% | Q1 2026 | May 05, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 64,623 | 2,195 | 0.04% | 0.0% | 283 | +55,176 | 584.06% | Q1 2026 | May 13, 2026 |
| Lansing Street Advisors | History | Added to | 64,325 | 2,185 | 0.55% | 0.54% | 284 | +111 | 0.17% | Q1 2026 | Apr 28, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 64,171 | 2,179 | 0.12% | 0.13% | 285 | -2,129 | -3.21% | Q1 2026 | Apr 30, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 63,853 | 2,169 | 0.91% | 0.93% | 286 | +40 | 0.06% | Q1 2026 | Apr 08, 2026 |
| AE Wealth Management LLC | History | Added to | 63,591 | 2,160 | 0.01% | 0.01% | 287 | +3,195 | 5.29% | Q1 2026 | May 13, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 63,564 | 2,159 | 1.24% | 1.22% | 288 | -1,117 | -1.73% | Q1 2026 | Apr 10, 2026 |
| LAM GROUP, INC. | History | No change | 63,131 | 2,144 | 1.18% | 1.18% | 289 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 62,942 | 2,138 | 0.66% | 0.65% | 290 | -1,918 | -2.96% | Q1 2026 | May 11, 2026 |
| Apollon Financial, LLC | History | Added to | 60,774 | 2,064 | 0.29% | 0.26% | 291 | +5,924 | 10.8% | Q1 2026 | Apr 22, 2026 |
| Astra Wealth Partners LLC | History | Added to | 60,625 | 2,059 | 1.23% | 1.16% | 292 | +377 | 0.63% | Q1 2026 | May 06, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 60,318 | 2,049 | 0.69% | 0.71% | 293 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Financial Harvest, LLC | History | Reduced | 59,629 | 2,025 | 1.19% | 1.25% | 294 | -2,369 | -3.82% | Q1 2026 | May 05, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Reduced | 59,494 | 2,021 | 1.6% | 1.71% | 295 | -6,862 | -10.34% | Q1 2026 | Apr 16, 2026 |
| Sterling Wealth Advisors Inc | History | Added to | 54,785 | 2,011 | 1.15% | 0.82% | 296 | +13,190 | 31.71% | Q1 2026 | Apr 22, 2026 |
| Family Manage LLC | History | Added to | 58,986 | 2,003 | 0.24% | 0.04% | 297 | +49,169 | 500.86% | Q1 2026 | May 15, 2026 |
| Liberty Capital Management, Inc. | History | No change | 60,457 | 1,978 | 0.37% | 0.37% | 298 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| New Dimensions Wealth Management, LLC | History | No change | 57,551 | 1,955 | 1.66% | 1.61% | 299 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | No change | 57,237 | 1,944 | 1.83% | 1.63% | 300 | 0 | 0.0% | Q1 2026 | May 06, 2026 |