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 |
| BetterWealth, LLC | History | Added to | 1,822,328 | 61,904 | 12.14% | 13.59% | 38 | +1,675 | 0.09% | Q1 2026 | Apr 24, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 1,764,001 | 59,923 | 2.32% | 2.41% | 39 | -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% | 40 | +42,356 | 2.46% | Q1 2026 | Apr 27, 2026 |
| Apella Capital, LLC | History | Added to | 1,612,850 | 59,578 | 0.88% | 0.72% | 41 | +499,063 | 44.81% | Q1 2026 | Apr 20, 2026 |
| Asset Dedication, LLC | History | Reduced | 1,697,812 | 57,674 | 4.04% | 4.2% | 42 | -257,922 | -13.19% | Q1 2026 | May 29, 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 |
| Zhang Financial LLC | History | Added to | 56,161 | 1,907 | 0.07% | 0.06% | 301 | +8,868 | 18.75% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 56,036 | 1,903 | 0.0% | 0.0% | 302 | +19,440 | 53.12% | Q1 2026 | May 13, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 55,498 | 1,885 | 1.27% | 1.28% | 303 | -1,771 | -3.09% | Q1 2026 | Apr 16, 2026 |
| Merit Financial Group, LLC | History | Reduced | 55,433 | 1,883 | 0.01% | 0.02% | 304 | -4,017 | -6.76% | Q1 2026 | Apr 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 55,000 | 1,868 | 0.04% | 0.05% | 305 | -2,137 | -3.74% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 54,337 | 1,845 | 0.0% | 0.0% | 306 | +18,583 | 51.97% | Q1 2026 | May 14, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 53,549 | 1,819 | 0.05% | 0.05% | 307 | -1,669 | -3.02% | Q1 2026 | May 12, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 53,278 | 1,809 | 0.42% | 0.41% | 308 | +1,330 | 2.56% | Q1 2026 | Apr 17, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 51,720 | 1,756 | 0.45% | 0.39% | 309 | +7,635 | 17.32% | Q1 2026 | Apr 29, 2026 |
| Vannoy Advisory Group, Inc. | History | Reduced | 51,603 | 1,752 | 1.11% | 1.08% | 310 | -499 | -0.96% | Q1 2026 | Apr 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 51,321 | 1,743 | 0.04% | 0.03% | 311 | +4,555 | 9.74% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | Added to | 51,081 | 1,735 | 0.18% | 0.17% | 312 | +4,742 | 10.23% | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | No change | 50,973 | 1,731 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 50,469 | 1,714 | 0.03% | 0.03% | 314 | -16 | -0.03% | Q1 2026 | Apr 10, 2026 |
| BIP Wealth, LLC | History | New | 49,646 | 1,686 | 0.07% | — | 316 | +49,646 | New | Q1 2026 | Apr 27, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 49,649 | 1,686 | 0.62% | 0.63% | 315 | -1,729 | -3.37% | Q1 2026 | Apr 09, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 49,191 | 1,671 | 0.04% | 0.04% | 317 | -3,008 | -5.76% | Q1 2026 | Apr 29, 2026 |
| IFG Advisors, LLC | History | Reduced | 49,139 | 1,669 | 0.27% | 0.28% | 318 | -3,150 | -6.02% | Q1 2026 | Apr 09, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 49,117 | 1,668 | 1.05% | 1.1% | 319 | +14 | 0.03% | Q1 2026 | May 11, 2026 |
| HB Wealth Management, LLC | History | New | 49,074 | 1,667 | 0.01% | — | 320 | +49,074 | New | Q1 2026 | Apr 27, 2026 |
| Unconventional Investor, LLC | History | No change | 48,888 | 1,660 | 0.79% | 0.76% | 321 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 48,598 | 1,650 | 0.36% | 0.35% | 322 | +4 | 0.01% | Q1 2026 | Apr 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 47,614 | 1,617 | 0.28% | 0.27% | 323 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Ponta Wealth Partners, LLC | History | Added to | 47,475 | 1,612 | 1.3% | 1.0% | 324 | +14,705 | 44.87% | Q1 2026 | May 11, 2026 |
| DeLarme Wealth Management, Inc. | History | Reduced | 47,429 | 1,611 | 1.04% | 1.17% | 325 | -2,749 | -5.48% | Q1 2026 | Apr 23, 2026 |
| Krilogy Financial LLC | History | Added to | 44,193 | 1,609 | 0.05% | 0.05% | 326 | +5 | 0.01% | Q1 2026 | Apr 17, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 47,328 | 1,607 | 0.13% | 0.15% | 327 | +47 | 0.1% | Q1 2026 | Apr 16, 2026 |
| Opulen Financial Group LLC | History | Added to | 47,206 | 1,603 | 1.13% | 0.69% | 328 | +18,265 | 63.11% | Q1 2026 | Apr 29, 2026 |
| Security Financial Services, INC. | History | Reduced | 46,953 | 1,594 | 0.25% | 0.24% | 329 | -136 | -0.29% | Q1 2026 | May 27, 2026 |
| Life Planning Partners, Inc | History | No change | 46,307 | 1,573 | 1.2% | 1.16% | 330 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 46,178 | 1,568 | 0.21% | 0.2% | 331 | +2,261 | 5.15% | Q1 2026 | Apr 13, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 45,937 | 1,560 | 0.73% | 0.75% | 332 | +21 | 0.05% | Q1 2026 | Apr 09, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 44,503 | 1,511 | 0.7% | 0.65% | 333 | +5,264 | 13.42% | Q1 2026 | Apr 16, 2026 |
| IFP Advisors, Inc | History | Reduced | 44,433 | 1,509 | 0.03% | 0.03% | 334 | -43 | -0.1% | Q1 2026 | Apr 13, 2026 |
| VERITY Wealth Advisors | History | No change | 43,719 | 1,485 | 0.99% | 0.89% | 335 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 43,616 | 1,481 | 0.3% | 0.26% | 336 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 42,571 | 1,446 | 0.15% | 0.19% | 337 | -720 | -1.66% | Q1 2026 | Apr 23, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | No change | 42,331 | 1,437 | 1.08% | 0.78% | 338 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 42,060 | 1,428 | 0.02% | — | 339 | +42,060 | New | Q1 2026 | May 15, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 41,589 | 1,412 | 0.48% | 0.48% | 340 | -45 | -0.11% | Q1 2026 | Apr 17, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 38,750 | 1,409 | 0.09% | 0.08% | 341 | -267 | -0.68% | Q1 2026 | Apr 20, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Reduced | 41,370 | 1,405 | 0.77% | 0.87% | 342 | -683 | -1.62% | Q1 2026 | May 11, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 42,556 | 1,392 | 0.47% | 0.47% | 343 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 40,834 | 1,387 | 0.59% | 0.58% | 344 | -809 | -1.94% | Q1 2026 | May 15, 2026 |
| Atlas Private Wealth Advisors | History | Reduced | 40,378 | 1,371 | 0.32% | 0.31% | 345 | -321 | -0.79% | Q1 2026 | Apr 23, 2026 |
| HBE Wealth Management, LLC | History | No change | 39,956 | 1,357 | 1.18% | 1.23% | 346 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Investment Planning Advisors, Inc. | History | Added to | 39,875 | 1,354 | 0.37% | 0.37% | 347 | +884 | 2.27% | Q1 2026 | Apr 23, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 39,184 | 1,331 | 0.25% | 0.23% | 348 | +2,740 | 7.52% | Q1 2026 | Apr 28, 2026 |
| Storgate, LLC | History | No change | 38,924 | 1,322 | 1.04% | 1.05% | 349 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 38,472 | 1,306 | 0.21% | 0.2% | 350 | -610 | -1.56% | Q1 2026 | Apr 13, 2026 |
| LifeSteps Financial, Inc. | History | New | 38,283 | 1,300 | 0.82% | — | 351 | +38,283 | New | Q1 2026 | Apr 22, 2026 |
| Diversified Trust Co | History | No change | 38,077 | 1,293 | 0.02% | 0.02% | 352 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | Added to | 37,764 | 1,282 | 1.14% | 1.15% | 353 | +174 | 0.46% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | New | 37,721 | 1,281 | 0.02% | — | 354 | +37,721 | New | Q1 2026 | May 15, 2026 |
| Pallas Capital Advisors LLC | History | No change | 37,587 | 1,276 | 0.05% | 0.04% | 355 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TruNorth Capital Management, LLC | History | No change | 37,368 | 1,269 | 0.24% | 0.23% | 356 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 37,163 | 1,262 | 0.01% | 0.0% | 357 | +29,740 | 400.65% | Q1 2026 | Apr 20, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 37,132 | 1,261 | 0.09% | 0.13% | 358 | -24,496 | -39.75% | Q1 2026 | May 21, 2026 |
| Westmount Partners, LLC | History | No change | 36,105 | 1,226 | 0.3% | 0.29% | 359 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 35,802 | 1,216 | 0.32% | 0.61% | 360 | -35,579 | -49.84% | Q1 2026 | Apr 10, 2026 |
| Intelligent Financial Strategies | History | No change | 35,705 | 1,212 | 0.63% | 0.56% | 361 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| KM Capital Management Ltd. | History | Reduced | 32,019 | 1,201 | 0.81% | 0.59% | 362 | -3,360 | -9.5% | Q1 2026 | May 15, 2026 |
| Midwest Trust Co | History | Added to | 35,343 | 1,200 | 0.01% | 0.01% | 363 | +731 | 2.11% | Q1 2026 | May 01, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 35,243 | 1,197 | 0.1% | 0.11% | 364 | -1,574 | -4.28% | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 35,076 | 1,192 | 0.0% | 0.0% | 365 | +23,248 | 196.55% | Q1 2026 | May 13, 2026 |
| Montis Financial, LLC | History | Added to | 34,612 | 1,175 | 0.24% | 0.22% | 366 | +150 | 0.44% | Q1 2026 | May 11, 2026 |
| VANGUARD GROUP INC | History | No change | 35,833 | 1,172 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 34,497 | 1,171 | 0.41% | 0.4% | 368 | +870 | 2.59% | Q1 2026 | Apr 21, 2026 |
| CURIO WEALTH, LLC | History | Added to | 34,321 | 1,165 | 0.4% | 0.39% | 369 | +801 | 2.39% | Q1 2026 | May 11, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 33,713 | 1,145 | 0.24% | 0.24% | 370 | +306 | 0.92% | Q1 2026 | Apr 10, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 33,244 | 1,129 | 0.27% | 0.27% | 371 | +40 | 0.12% | Q1 2026 | Apr 10, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 32,926 | 1,118 | 0.65% | — | 372 | +32,926 | New | Q1 2026 | May 12, 2026 |
| Americana Partners, LLC | History | New | 32,821 | 1,114 | 0.03% | — | 373 | +32,821 | New | Q1 2026 | May 12, 2026 |
| Lynx Investment Advisory | History | Added to | 32,643 | 1,108 | 0.53% | 0.44% | 374 | +8,201 | 33.55% | Q1 2026 | Apr 24, 2026 |
| Arnold Financial Planning LLC | History | Added to | 32,518 | 1,104 | 1.03% | 1.1% | 375 | +10 | 0.03% | Q1 2026 | Apr 14, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 32,446 | 1,102 | 0.16% | 0.18% | 376 | -1,486 | -4.38% | Q1 2026 | May 08, 2026 |
| Physician Wealth Solutions Inc. | History | Reduced | 32,287 | 1,096 | 0.45% | 1.03% | 377 | -42,117 | -56.61% | Q1 2026 | Apr 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 32,055 | 1,088 | 0.01% | 0.0% | 378 | +3,491 | 12.22% | Q1 2026 | May 14, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 31,771 | 1,079 | 0.04% | 0.05% | 379 | -7,392 | -18.87% | Q1 2026 | Apr 28, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 31,728 | 1,077 | 0.02% | 0.02% | 380 | +569 | 1.83% | Q1 2026 | May 14, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 31,589 | 1,073 | 0.96% | — | 381 | +31,589 | New | Q1 2026 | May 07, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 31,285 | 1,062 | 0.63% | 0.67% | 382 | +42 | 0.13% | Q1 2026 | May 12, 2026 |
| Vanguard National Trust Co | History | New | 31,205 | 1,060 | 0.07% | — | 383 | +31,205 | New | Q1 2026 | May 08, 2026 |
| M Wealth Management, LLC | History | Reduced | 31,178 | 1,059 | 0.89% | 0.93% | 384 | -1,649 | -5.02% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 31,172 | 1,058 | 0.01% | 0.01% | 385 | -126 | -0.4% | Q1 2026 | Apr 20, 2026 |
| Clark Asset Management, LLC | History | No change | 31,138 | 1,057 | 0.1% | 0.11% | 386 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 31,066 | 1,055 | 0.22% | 0.23% | 387 | +9 | 0.03% | Q1 2026 | May 12, 2026 |
| Corus Family Wealth Advisors | History | Reduced | 30,659 | 1,041 | 0.85% | 0.94% | 388 | -5,297 | -14.73% | Q1 2026 | Apr 28, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 27,929 | 1,031 | 0.07% | 0.06% | 389 | +2,180 | 8.47% | Q1 2026 | Apr 29, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 30,200 | 1,025 | 0.37% | 0.37% | 390 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 30,172 | 1,024 | 0.06% | 0.05% | 391 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| M&T BANK CORP | History | No change | 29,950 | 1,017 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 29,742 | 1,010 | 0.21% | 0.2% | 393 | -38 | -0.13% | Q1 2026 | May 08, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 28,269 | 960 | 0.02% | 0.02% | 394 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MASECO LLP | History | Added to | 28,158 | 956 | 0.03% | 0.04% | 395 | +545 | 1.97% | Q1 2026 | Apr 21, 2026 |
| Jacobi Capital Management LLC | History | New | 28,025 | 952 | 0.05% | — | 396 | +28,025 | New | Q1 2026 | May 13, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 27,458 | 932 | 0.22% | 0.2% | 397 | +81 | 0.3% | Q1 2026 | Apr 30, 2026 |
| waypoint wealth counsel | History | Reduced | 27,120 | 921 | 0.48% | 0.49% | 398 | -13,478 | -33.2% | Q1 2026 | Apr 23, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 26,357 | 895 | 0.25% | 0.24% | 399 | -2,882 | -9.86% | Q1 2026 | May 14, 2026 |
| Meredith Wealth Planning | History | Added to | 26,195 | 889 | 0.24% | 0.25% | 401 | +46 | 0.18% | Q1 2026 | Apr 27, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 26,178 | 889 | 0.14% | 0.14% | 400 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 25,412 | 863 | 0.0% | 0.0% | 402 | +3,682 | 16.94% | Q1 2026 | May 05, 2026 |
| HBK Sorce Advisory LLC | History | No change | 22,737 | 854 | 0.02% | 0.02% | 403 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wharton Business Group, LLC | History | No change | 25,090 | 852 | 0.03% | 0.03% | 404 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 25,069 | 851 | 0.49% | 0.51% | 405 | +1,168 | 4.89% | Q1 2026 | May 11, 2026 |
| Evercore Wealth Management, LLC | History | No change | 25,000 | 849 | 0.01% | 0.01% | 406 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 24,967 | 848 | 0.03% | 0.03% | 407 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Partners in Financial Planning | History | Added to | 24,914 | 846 | 0.14% | 0.14% | 408 | +33 | 0.13% | Q1 2026 | May 11, 2026 |
| Brewster Financial Planning LLC | History | Reduced | 24,809 | 842 | 0.51% | 0.51% | 409 | -346 | -1.38% | Q1 2026 | May 04, 2026 |
| Independent Wealth Network Inc. | History | Added to | 24,295 | 825 | 0.25% | 0.19% | 411 | +4,985 | 25.82% | Q1 2026 | Apr 20, 2026 |
| Red Wave Investments LLC | History | No change | 24,301 | 825 | 0.25% | 0.24% | 410 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 24,247 | 823 | 0.26% | 0.27% | 412 | +1 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Waterfront Wealth Inc. | History | Added to | 24,185 | 821 | 0.15% | 0.16% | 413 | +27 | 0.11% | Q1 2026 | Apr 30, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 21,793 | 819 | 0.36% | 0.35% | 414 | +31 | 0.14% | Q1 2026 | May 11, 2026 |
| May Hill Capital, LLC | History | New | 24,079 | 817 | 0.21% | — | 415 | +24,079 | New | Q1 2026 | May 06, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 24,049 | 816 | 0.24% | 0.23% | 416 | +143 | 0.6% | Q1 2026 | Apr 22, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 24,048 | 816 | 0.09% | 0.09% | 417 | -43 | -0.18% | Q1 2026 | May 05, 2026 |
| Strategent Financial, LLC | History | Added to | 23,881 | 811 | 0.55% | 0.38% | 419 | +5,674 | 31.16% | Q1 2026 | Apr 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 23,895 | 811 | 0.0% | 0.0% | 418 | -2,173 | -8.34% | Q1 2026 | Apr 24, 2026 |
| Rise Advisors, LLC | History | Added to | 23,244 | 800 | 0.28% | 0.27% | 420 | +39 | 0.17% | Q1 2026 | Apr 03, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 23,380 | 794 | 0.09% | 0.09% | 421 | -787 | -3.26% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 23,017 | 782 | 0.0% | 0.0% | 422 | -10,800 | -31.94% | Q1 2026 | Apr 22, 2026 |
| Everest Financial Group LLC | History | New | 22,519 | 764 | 0.13% | — | 423 | +22,519 | New | Q1 2026 | May 15, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 20,881 | 756 | 0.25% | 0.21% | 424 | +1,999 | 10.59% | Q1 2026 | Apr 28, 2026 |
| Inscription Capital, LLC | History | No change | 22,136 | 751 | 0.08% | 0.07% | 425 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NBT BANK N A /NY | History | Added to | 21,973 | 746 | 0.05% | 0.05% | 426 | +21,908 | 33704.62% | Q1 2026 | Apr 28, 2026 |
| Kilner Capital Advisors, LLC | History | Reduced | 21,889 | 743 | 0.71% | 0.71% | 427 | -797 | -3.51% | Q1 2026 | May 11, 2026 |
| SEMITAM BONAM LLC | History | Added to | 21,763 | 739 | 0.6% | 0.54% | 428 | +2,072 | 10.52% | Q1 2026 | Apr 21, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 21,702 | 737 | 0.01% | 0.01% | 429 | +23 | 0.11% | Q1 2026 | May 12, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 21,665 | 735 | 0.37% | 0.34% | 430 | +601 | 2.85% | Q1 2026 | Apr 16, 2026 |
| Frankly Finances, LLC | History | Added to | 21,449 | 728 | 0.66% | 0.58% | 431 | +2,900 | 15.63% | Q1 2026 | Apr 29, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Added to | 21,194 | 719 | 0.65% | 0.63% | 432 | +613 | 2.98% | Q1 2026 | Apr 28, 2026 |
| CIBC Bancorp USA Inc. | History | New | 20,972 | 712 | 0.0% | — | 433 | +20,972 | New | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 20,287 | 689 | 0.01% | 0.01% | 434 | -4,073 | -16.72% | Q1 2026 | Apr 28, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 20,286 | 689 | 0.15% | 0.13% | 435 | +2,640 | 14.96% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 20,959 | 685 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Five Oceans Advisors | History | Reduced | 19,750 | 670 | 0.24% | 0.28% | 437 | -4,382 | -18.16% | Q1 2026 | Apr 07, 2026 |
| Colonial Trust Co / SC | History | Reduced | 19,708 | 669 | 0.09% | 0.09% | 438 | -262 | -1.31% | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 18,501 | 663 | 0.01% | 0.03% | 439 | +498 | 2.77% | Q1 2026 | May 01, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 19,489 | 662 | 0.47% | 0.5% | 440 | +26 | 0.13% | Q1 2026 | Apr 29, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 19,353 | 657 | 0.22% | 0.18% | 441 | -1,521 | -7.29% | Q1 2026 | Apr 15, 2026 |
| Kaufman Rossin Wealth, LLC | History | Reduced | 19,301 | 655 | 0.38% | 0.33% | 442 | -280 | -1.43% | Q1 2026 | Apr 17, 2026 |
| JB Capital LLC | History | Added to | 19,001 | 645 | 0.03% | 0.03% | 443 | +32 | 0.17% | Q1 2026 | Apr 27, 2026 |
| Holcombe Financial, Inc. | History | No change | 19,010 | 645 | 0.38% | 0.39% | 444 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 18,968 | 644 | 0.49% | 0.52% | 445 | +17 | 0.09% | Q1 2026 | Apr 13, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 18,876 | 641 | 0.02% | 0.03% | 446 | -13,430 | -41.57% | Q1 2026 | May 04, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 18,784 | 638 | 0.02% | 0.01% | 447 | +6,938 | 58.57% | Q1 2026 | May 11, 2026 |
| COMMERCE BANK | History | New | 18,666 | 634 | 0.0% | — | 448 | +18,666 | New | Q1 2026 | May 11, 2026 |
| Stewardship Advisors, LLC | History | Reduced | 18,652 | 633 | 0.15% | 0.14% | 449 | -323 | -1.7% | Q1 2026 | Apr 17, 2026 |
| BROWN ADVISORY INC | History | Added to | 18,590 | 631 | 0.0% | 0.0% | 450 | +13 | 0.07% | Q1 2026 | May 15, 2026 |
| Financial Alternatives, Inc | History | Reduced | 18,542 | 629 | 0.34% | 0.38% | 451 | -1,541 | -7.67% | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | No change | 18,505 | 628 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 16,384 | 596 | 0.05% | 0.05% | 453 | +4 | 0.02% | Q1 2026 | Apr 20, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 16,521 | 592 | 0.31% | 0.32% | 454 | -388 | -2.29% | Q1 2026 | May 04, 2026 |
| RB Capital Management, LLC | History | Added to | 17,315 | 588 | 0.12% | 0.11% | 455 | +208 | 1.22% | Q1 2026 | May 14, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 17,289 | 587 | 0.09% | 0.12% | 456 | -6,278 | -26.64% | Q1 2026 | May 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 17,253 | 586 | 0.01% | 0.01% | 457 | +18 | 0.1% | Q1 2026 | Apr 07, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 17,016 | 578 | 0.0% | 0.0% | 458 | -17,194 | -50.26% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 16,799 | 570 | 0.0% | 0.0% | 459 | -2,131 | -11.26% | Q1 2026 | May 08, 2026 |
| Ascent Group, LLC | History | Reduced | 16,719 | 567 | 0.02% | 0.02% | 460 | -243 | -1.43% | Q1 2026 | May 15, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 16,398 | 564 | 0.44% | 0.51% | 461 | +28 | 0.17% | Q1 2026 | Apr 02, 2026 |
| Maia Wealth LLC | History | Reduced | 16,532 | 561 | 0.09% | 0.12% | 462 | -3,272 | -16.52% | Q1 2026 | May 08, 2026 |
| KOM Wealth Management Group, LLC | History | Reduced | 16,481 | 559 | 0.38% | 0.4% | 463 | -936 | -5.37% | Q1 2026 | Apr 23, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | No change | 16,086 | 546 | 0.16% | 0.15% | 464 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Facet Wealth, Inc. | History | Added to | 16,032 | 544 | 0.01% | 0.01% | 465 | +213 | 1.35% | Q1 2026 | May 07, 2026 |
| Well Done, LLC | History | Added to | 16,004 | 543 | 0.08% | 0.06% | 466 | +3,346 | 26.43% | Q1 2026 | Apr 14, 2026 |
| Syverson Strege & Co | History | Added to | 16,003 | 543 | 0.13% | 0.12% | 467 | +1,118 | 7.51% | Q1 2026 | May 04, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 15,952 | 541 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Investment Management, Inc. | History | Reduced | 15,882 | 539 | 0.19% | 0.2% | 469 | -2,017 | -11.27% | Q1 2026 | Apr 22, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 15,774 | 535 | 0.01% | 0.01% | 470 | +2,291 | 16.99% | Q1 2026 | May 14, 2026 |
| Navigate Wealth Management, LLC | History | New | 14,698 | 530 | 0.37% | — | 471 | +14,698 | New | Q1 2026 | Apr 27, 2026 |
| IHT Wealth Management, LLC | History | No change | 15,600 | 529 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 15,509 | 526 | 0.04% | 0.03% | 473 | +2,739 | 21.45% | Q1 2026 | Apr 17, 2026 |
| Oath Planning, LLC | History | Reduced | 15,479 | 525 | 0.47% | 0.51% | 475 | -337 | -2.13% | Q1 2026 | May 08, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 15,471 | 525 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 15,422 | 523 | 0.0% | 0.0% | 476 | +1,454 | 10.41% | Q1 2026 | May 13, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Added to | 15,373 | 522 | 0.42% | 0.4% | 477 | +484 | 3.25% | Q1 2026 | May 05, 2026 |
| Renasant Bank | History | No change | 15,353 | 521 | 0.37% | 0.34% | 478 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SCS Capital Management LLC | History | New | 15,247 | 517 | 0.01% | — | 481 | +15,247 | New | Q1 2026 | May 11, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 15,248 | 517 | 0.01% | 0.01% | 480 | -126 | -0.82% | Q1 2026 | May 01, 2026 |
| BESSEMER GROUP INC | History | No change | 15,219 | 517 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SageOak Financial, LLC | History | Added to | 15,205 | 516 | 0.36% | 0.31% | 482 | +2,074 | 15.79% | Q1 2026 | May 11, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 15,021 | 510 | 0.15% | 0.14% | 483 | +1 | 0.01% | Q1 2026 | Apr 15, 2026 |
| Wedmont Private Capital | History | No change | 14,225 | 510 | 0.02% | 0.02% | 484 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Intrepid Financial Planning Group LLC | History | New | 14,975 | 508 | 0.21% | — | 486 | +14,975 | New | Q1 2026 | May 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 14,970 | 508 | 0.01% | 0.01% | 485 | +5,119 | 51.96% | Q1 2026 | May 15, 2026 |
| Inspire Advisors, LLC | History | New | 14,848 | 504 | 0.04% | — | 487 | +14,848 | New | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 14,770 | 501 | 0.04% | 0.04% | 488 | -2,305 | -13.5% | Q1 2026 | May 13, 2026 |
| Probity Advisors, Inc. | History | No change | 14,464 | 491 | 0.08% | 0.08% | 489 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Level Wealth Management LLC | History | Added to | 14,415 | 489 | 0.23% | 0.17% | 490 | +4,197 | 41.07% | Q1 2026 | Apr 27, 2026 |
| WNY Asset Management, LLC | History | New | 14,319 | 486 | 0.05% | — | 491 | +14,319 | New | Q1 2026 | May 22, 2026 |
| Keystone Financial Services | History | No change | 14,202 | 482 | 0.14% | 0.14% | 492 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BlackRock, Inc. | History | Added to | 14,168 | 481 | 0.0% | — | 494 | +14,165 | 472166.67% | Q1 2026 | May 13, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 14,172 | 481 | 0.23% | 0.23% | 493 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 14,057 | 477 | 0.4% | 0.39% | 495 | +109 | 0.78% | Q1 2026 | Apr 14, 2026 |
| Certified Advisory Corp | History | No change | 13,816 | 469 | 0.04% | 0.04% | 496 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| RVW Wealth, LLC | History | Reduced | 13,729 | 466 | 0.04% | 0.04% | 497 | -439 | -3.1% | Q1 2026 | Apr 08, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 13,691 | 465 | 0.08% | 0.08% | 498 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CERTUITY, LLC | History | Reduced | 13,676 | 464 | 0.03% | 0.04% | 499 | -4,354 | -24.15% | Q1 2026 | May 11, 2026 |
| Brooklyn Investment Group | History | Added to | 13,566 | 460 | 0.01% | 0.02% | 500 | +549 | 4.22% | Q1 2026 | Apr 29, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 13,525 | 459 | 0.02% | 0.01% | 501 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Trek Financial, LLC | History | No change | 13,503 | 458 | 0.02% | 0.03% | 502 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 13,302 | 451 | 0.3% | 0.3% | 503 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 13,150 | 447 | 0.03% | 0.03% | 504 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NICOLET BANKSHARES INC | History | New | 12,939 | 445 | 0.02% | — | 507 | +12,939 | New | Q1 2026 | May 14, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 12,418 | 445 | 0.13% | 0.09% | 506 | +4,288 | 52.74% | Q1 2026 | Apr 30, 2026 |
| Powerhouse Assets LLC | History | Reduced | 13,127 | 445 | 0.39% | 0.4% | 505 | -635 | -4.61% | Q1 2026 | Apr 28, 2026 |
| 25 LLC | History | Added to | 12,904 | 438 | 0.13% | 0.13% | 508 | +74 | 0.58% | Q1 2026 | Apr 20, 2026 |
| Colter Lewis Investment Partners LLC | History | New | 12,845 | 436 | 0.41% | — | 510 | +12,845 | New | Q1 2026 | May 15, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 12,859 | 436 | 0.07% | 0.07% | 509 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NerdWallet Wealth Partners, LLC | History | No change | 12,683 | 430 | 0.19% | 0.19% | 511 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 12,653 | 429 | 0.01% | 0.01% | 512 | +21 | 0.17% | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | Reduced | 12,493 | 424 | 0.02% | 0.02% | 513 | -69 | -0.55% | Q1 2026 | Apr 24, 2026 |
| Dunhill Financial, LLC | History | New | 12,441 | 422 | 0.1% | — | 514 | +12,441 | New | Q1 2026 | May 06, 2026 |
| MOTCO | History | No change | 12,372 | 420 | 0.04% | 0.04% | 515 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Jessup Wealth Management, Inc | History | No change | 12,324 | 418 | 0.15% | 0.13% | 516 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Obermeyer Wealth Partners | History | New | 12,285 | 417 | 0.02% | — | 518 | +12,285 | New | Q1 2026 | Apr 20, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 12,280 | 417 | 0.0% | 0.0% | 517 | +1,018 | 9.04% | Q1 2026 | May 08, 2026 |
| PFG Advisors | History | Added to | 12,194 | 414 | 0.02% | 0.02% | 519 | +1,565 | 14.72% | Q1 2026 | May 05, 2026 |
| Sage Mountain Advisors LLC | History | No change | 12,189 | 414 | 0.03% | 0.02% | 520 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Falcon Wealth Planning | History | Reduced | 12,178 | 413 | 0.03% | 0.03% | 521 | -456 | -3.61% | Q1 2026 | Apr 20, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 12,130 | 412 | 0.01% | 0.01% | 522 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| American Financial Advisors, LLC | History | Added to | 12,106 | 411 | 0.05% | 0.05% | 523 | +21 | 0.17% | Q1 2026 | May 13, 2026 |
| Burk Holdings LLC | History | Reduced | 12,074 | 410 | 0.18% | 0.2% | 524 | -646 | -5.08% | Q1 2026 | May 07, 2026 |
| TABLEAUX LLC | History | New | 11,907 | 404 | 0.2% | — | 525 | +11,907 | New | Q1 2026 | May 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 11,888 | 403 | 0.21% | 0.23% | 526 | -547 | -4.4% | Q1 2026 | May 13, 2026 |
| THREADGILL FINANCIAL, LLC | History | No change | 11,718 | 398 | 0.12% | 0.16% | 527 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Trust Point Inc. | History | New | 11,516 | 391 | 0.03% | — | 528 | +11,516 | New | Q1 2026 | Apr 15, 2026 |
| Joel Adams & Associates, Inc. | History | Reduced | 11,288 | 383 | 0.28% | 0.32% | 529 | -1,830 | -13.95% | Q1 2026 | Apr 20, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 11,214 | 380 | 0.03% | 0.03% | 530 | -363 | -3.14% | Q1 2026 | Apr 22, 2026 |
| Canandaigua National Trust Co of Florida | History | Reduced | 11,177 | 379 | 0.3% | 0.92% | 531 | -33,553 | -75.01% | Q1 2026 | Apr 08, 2026 |
| Curi Capital, LLC | History | Reduced | 11,085 | 376 | 0.01% | 0.01% | 532 | -4,200 | -27.48% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 10,989 | 373 | 0.0% | — | 533 | +10,989 | New | Q1 2026 | May 12, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 10,950 | 371 | 0.22% | 0.25% | 534 | -1,521 | -12.2% | Q1 2026 | Apr 21, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 10,900 | 370 | 0.0% | — | 537 | +10,900 | New | Q1 2026 | May 14, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 10,917 | 370 | 0.04% | 0.04% | 535 | +838 | 8.31% | Q1 2026 | May 05, 2026 |
| Advisor OS, LLC | History | Added to | 10,917 | 370 | 0.03% | 0.03% | 536 | +838 | 8.31% | Q1 2026 | May 07, 2026 |
| Sensenig Capital Advisors, Inc | History | No change | 10,863 | 369 | 0.38% | 0.36% | 538 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 10,849 | 368 | 0.0% | 0.0% | 539 | +1,206 | 12.51% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 10,691 | 367 | 0.07% | 0.02% | 540 | +8,868 | 486.45% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 10,721 | 364 | 0.0% | — | 541 | +10,721 | New | Q1 2026 | May 15, 2026 |
| Abundance Wealth Counselors | History | New | 10,706 | 363 | 0.05% | — | 542 | +10,706 | New | Q1 2026 | Apr 22, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | New | 10,638 | 361 | 0.08% | — | 543 | +10,638 | New | Q1 2026 | Apr 16, 2026 |
| Cladis Investment Advisory, LLC | History | New | 10,443 | 354 | 0.19% | — | 544 | +10,443 | New | Q1 2026 | May 15, 2026 |
| Oak Wealth Advisors LLC | History | Added to | 10,349 | 351 | 0.19% | 0.19% | 545 | +11 | 0.11% | Q1 2026 | Apr 21, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 10,263 | 348 | 0.02% | 0.02% | 546 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 10,188 | 346 | 0.09% | 0.08% | 547 | +538 | 5.58% | Q1 2026 | Apr 09, 2026 |
| Cadence Bank | History | No change | 10,592 | 346 | 0.02% | 0.02% | 548 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Caprock Group, LLC | History | No change | 10,206 | 346 | 0.01% | 0.01% | 549 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 10,185 | 345 | 0.01% | 0.01% | 550 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Silver Coast Investments LLC | History | New | 10,134 | 344 | 0.11% | — | 551 | +10,134 | New | Q1 2026 | Apr 22, 2026 |
| Clayton Financial Group LLC | History | No change | 10,035 | 340 | 0.17% | 0.17% | 552 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HUB Investment Partners, LLC | History | No change | 9,988 | 339 | 0.01% | 0.01% | 553 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 9,976 | 338 | 0.01% | 0.01% | 554 | -769 | -7.16% | Q1 2026 | May 14, 2026 |
| Chico Wealth RIA | History | Added to | 9,737 | 330 | 0.2% | 0.21% | 556 | +9 | 0.09% | Q1 2026 | May 08, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 9,717 | 330 | 0.04% | 0.03% | 555 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Essential Planning, LLC. | History | Added to | 9,687 | 329 | 0.1% | 0.09% | 557 | +725 | 8.09% | Q1 2026 | Apr 22, 2026 |
| NorthAvenue LLC | History | No change | 9,686 | 329 | 0.26% | 0.26% | 558 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 9,520 | 327 | 0.02% | 0.02% | 559 | -1,329 | -12.25% | Q1 2026 | May 12, 2026 |
| SB Capital Management Inc | History | No change | 9,809 | 321 | 0.12% | 0.12% | 560 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| V2 Financial group LLC | History | New | 9,299 | 315 | 0.15% | — | 563 | +9,299 | New | Q1 2026 | May 04, 2026 |
| Brookstone Capital Management | History | Added to | 9,301 | 315 | 0.0% | 0.0% | 561 | +2,265 | 32.19% | Q1 2026 | Apr 16, 2026 |
| MB Generational Wealth, LLC | History | No change | 9,298 | 315 | 0.17% | 0.16% | 562 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Clearstead Advisors, LLC | History | No change | 9,257 | 314 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 9,204 | 313 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Added to | 131,114 | 311 | 0.01% | 0.01% | 567 | +13,792 | 11.76% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Added to | 9,157 | 311 | 0.01% | 0.01% | 566 | +225 | 2.52% | Q1 2026 | May 15, 2026 |
| WESBANCO BANK INC | History | No change | 9,111 | 309 | 0.01% | 0.01% | 568 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 9,047 | 307 | 0.03% | 0.03% | 569 | -548 | -5.71% | Q1 2026 | Apr 13, 2026 |
| Edge Financial Advisors LLC | History | No change | 9,273 | 303 | 0.13% | 0.13% | 570 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 8,894 | 302 | 0.11% | 0.1% | 571 | +313 | 3.65% | Q1 2026 | Apr 22, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 9,159 | 301 | 0.1% | 0.1% | 572 | -37 | -0.4% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 8,829 | 299 | 0.0% | 0.0% | 573 | +6,998 | 382.2% | Q1 2026 | May 11, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 8,702 | 295 | 0.02% | 0.01% | 574 | +2,358 | 37.17% | Q1 2026 | May 13, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 8,603 | 292 | 0.05% | 0.05% | 575 | +140 | 1.65% | Q1 2026 | Apr 08, 2026 |
| BWM Planning, LLC | History | Added to | 8,609 | 292 | 0.08% | 0.08% | 576 | +15 | 0.17% | Q1 2026 | Apr 21, 2026 |
| Everest Management Corp. | History | No change | 8,585 | 291 | 0.15% | 0.16% | 577 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 8,401 | 285 | 0.17% | 0.16% | 578 | -222 | -2.57% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 8,215 | 279 | 0.01% | 0.01% | 579 | -1,927 | -19.0% | Q1 2026 | Apr 08, 2026 |
| Modern Wealth Management, LLC | History | Added to | 8,082 | 278 | 0.0% | 0.0% | 580 | +12 | 0.15% | Q1 2026 | May 14, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 8,167 | 277 | 0.13% | 0.12% | 581 | +14 | 0.17% | Q1 2026 | May 04, 2026 |
| Sowell Financial Services LLC | History | Reduced | 8,075 | 274 | 0.01% | 0.01% | 582 | -992 | -10.94% | Q1 2026 | Apr 20, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 8,027 | 272 | 0.0% | 0.0% | 583 | +182 | 2.32% | Q1 2026 | May 08, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | New | 8,000 | 271 | 0.04% | — | 585 | +8,000 | New | Q1 2026 | May 15, 2026 |
| Oakwell Private Wealth Management, LLC | History | No change | 7,981 | 271 | 0.05% | 0.05% | 584 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 7,967 | 270 | 0.05% | 0.05% | 586 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 7,833 | 266 | 0.02% | 0.02% | 587 | -247 | -3.06% | Q1 2026 | Apr 30, 2026 |
| Lido Advisors, LLC | History | Reduced | 7,811 | 265 | 0.0% | 0.0% | 588 | -201 | -2.51% | Q1 2026 | May 13, 2026 |
| FSA Advisors, Inc. | History | New | 7,745 | 263 | 0.17% | — | 589 | +7,745 | New | Q1 2026 | May 06, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 7,734 | 262 | 0.0% | — | 591 | +7,734 | New | Q1 2026 | May 12, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 7,732 | 262 | 0.04% | 0.04% | 590 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 7,600 | 258 | 0.0% | 0.0% | 592 | -2,119 | -21.8% | Q1 2026 | May 15, 2026 |
| Atlas Wealth LLC | History | No change | 7,619 | 258 | 0.08% | 0.08% | 593 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 7,875 | 257 | 0.01% | 0.01% | 594 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Canvas Wealth Advisors, LLC | History | No change | 7,543 | 256 | 0.04% | 0.04% | 595 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Reduced | 7,514 | 255 | 0.17% | 0.16% | 596 | -348 | -4.43% | Q1 2026 | Apr 20, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 7,505 | 254 | 0.01% | — | 597 | +7,505 | New | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,441 | 252 | 0.0% | 0.0% | 598 | +3,968 | 114.25% | Q1 2026 | May 15, 2026 |
| Cedar Point Capital Partners, LLC | History | No change | 7,420 | 252 | 0.16% | 0.15% | 599 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BDFS Capital LLC | History | No change | 7,416 | 251 | 0.12% | 0.12% | 600 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| IFG Advisory, LLC | History | Reduced | 7,333 | 249 | 0.71% | 0.89% | 601 | -618,838 | -98.83% | Q1 2026 | May 12, 2026 |
| Arbor Wealth Advisors LLC | History | No change | 7,267 | 246 | 0.17% | 0.17% | 602 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Vise Technologies, Inc. | History | No change | 7,504 | 245 | 0.0% | 0.0% | 603 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 7,049 | 239 | 0.0% | 0.0% | 604 | +2 | 0.03% | Q1 2026 | Apr 14, 2026 |
| Capital Planning Advisors, LLC | History | No change | 7,029 | 238 | 0.03% | 0.03% | 605 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| rebel Financial LLC | History | Reduced | 6,983 | 237 | 0.1% | 0.11% | 606 | -684 | -8.92% | Q1 2026 | Apr 24, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 6,964 | 236 | 0.06% | 0.06% | 607 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 6,920 | 235 | 0.0% | 0.0% | 608 | +1 | 0.01% | Q1 2026 | May 15, 2026 |
| RHS Financial, LLC | History | No change | 6,891 | 234 | 0.11% | 0.11% | 609 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FRG Family Wealth Advisors LLC | History | Added to | 6,848 | 232 | 0.04% | 0.03% | 610 | +12 | 0.18% | Q1 2026 | Apr 24, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 6,803 | 231 | 0.09% | 0.09% | 611 | +11 | 0.16% | Q1 2026 | Apr 17, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 6,466 | 231 | 0.05% | 0.05% | 612 | +11 | 0.17% | Q1 2026 | Apr 10, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 6,758 | 229 | 0.01% | 0.01% | 613 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 6,711 | 227 | 0.02% | 0.02% | 614 | -86 | -1.27% | Q1 2026 | Apr 24, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 6,716 | 227 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 6,671 | 226 | 0.01% | 0.01% | 616 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 6,522 | 221 | 0.01% | — | 619 | +6,522 | New | Q1 2026 | Apr 23, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 6,530 | 221 | 0.02% | 0.02% | 617 | -7 | -0.11% | Q1 2026 | May 12, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 6,507 | 221 | 0.03% | 0.03% | 618 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 6,390 | 217 | 0.02% | 0.02% | 620 | +8 | 0.13% | Q1 2026 | May 12, 2026 |
| Holistic Financial Partners | History | Added to | 6,316 | 214 | 0.08% | 0.07% | 621 | +11 | 0.17% | Q1 2026 | May 05, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 6,235 | 211 | 0.01% | 0.0% | 622 | +4,164 | 201.06% | Q1 2026 | Apr 17, 2026 |
| Compound Planning, Inc. | History | No change | 6,198 | 210 | 0.01% | 0.01% | 623 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kestra Investment Management, LLC | History | New | 6,157 | 209 | 0.0% | — | 625 | +6,157 | New | Q1 2026 | May 11, 2026 |
| True Wealth Design, LLC | History | Reduced | 6,153 | 209 | 0.06% | 0.06% | 624 | -217 | -3.41% | Q1 2026 | Apr 13, 2026 |
| Connecticut Wealth Management, LLC | History | New | 6,103 | 207 | 0.01% | — | 626 | +6,103 | New | Q1 2026 | Apr 30, 2026 |
| Orin Green Financial, LLC | History | New | 6,087 | 206 | 0.08% | — | 628 | +6,087 | New | Q1 2026 | Apr 29, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | New | 6,075 | 206 | 0.1% | — | 627 | +6,075 | New | Q1 2026 | May 12, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 6,059 | 205 | 0.01% | 0.01% | 629 | -2,430 | -28.63% | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | Reduced | 6,055 | 205 | 0.01% | 0.01% | 630 | -165 | -2.65% | Q1 2026 | Apr 30, 2026 |
| City State Bank | History | No change | 6,000 | 203 | 0.05% | 0.05% | 631 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Financial Strategies Group, Inc. | History | New | 5,586 | 202 | 0.03% | — | 632 | +5,586 | New | Q1 2026 | May 08, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | New | 5,933 | 201 | 0.06% | — | 633 | +5,933 | New | Q1 2026 | Apr 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | New | 5,900 | 200 | 0.0% | — | 634 | +5,900 | New | Q1 2026 | May 13, 2026 |
| American Capital Advisory, LLC | History | No change | 5,789 | 196 | 0.08% | 0.08% | 635 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 5,643 | 191 | 0.07% | 0.07% | 636 | +3 | 0.05% | Q1 2026 | Apr 23, 2026 |
| Arax Advisory Partners | History | Added to | 5,143 | 188 | 0.01% | 0.0% | 637 | +3,876 | 305.92% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 5,527 | 187 | 0.0% | — | 639 | +5,527 | New | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,523 | 187 | 0.0% | 0.0% | 638 | +98 | 1.81% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 5,368 | 182 | 0.0% | — | 640 | +5,368 | New | Q1 2026 | May 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 5,295 | 179 | 0.01% | 0.01% | 641 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Investors Research Corp | History | No change | 4,911 | 166 | 0.03% | 0.03% | 642 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| VANGUARD ADVISERS INC | History | New | 4,628 | 157 | 0.0% | — | 643 | +4,628 | New | Q1 2026 | May 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 4,574 | 155 | 0.0% | 0.0% | 644 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BOKF, NA | History | Added to | 4,417 | 150 | 0.0% | 0.0% | 645 | +1,319 | 42.58% | Q1 2026 | May 08, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 4,368 | 148 | 0.04% | 0.04% | 647 | +3 | 0.07% | Q1 2026 | May 05, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 4,362 | 148 | 0.01% | 0.01% | 646 | +2 | 0.05% | Q1 2026 | Apr 06, 2026 |
| Coston, McIsaac & Partners | History | Added to | 4,269 | 145 | 0.03% | 0.03% | 648 | +6 | 0.14% | Q1 2026 | Apr 22, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 4,088 | 138 | 0.0% | 0.0% | 649 | +7 | 0.17% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 3,883 | 131 | 0.01% | 0.02% | 650 | -817 | -17.38% | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,640 | 123 | 0.0% | 0.0% | 651 | -562 | -13.37% | Q1 2026 | May 07, 2026 |
| Spire Wealth Management | History | Added to | 3,415 | 116 | 0.0% | 0.0% | 652 | +3,121 | 1061.56% | Q1 2026 | Apr 22, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 3,378 | 114 | 0.01% | — | 653 | +3,378 | New | Q1 2026 | May 12, 2026 |
| Navigoe, LLC | History | Reduced | 3,144 | 106 | 0.06% | 0.07% | 654 | -175 | -5.27% | Q1 2026 | May 01, 2026 |
| JNBA Financial Advisors | History | No change | 3,107 | 105 | 0.01% | 0.01% | 655 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Nemes Rush Group LLC | History | Added to | 2,829 | 96 | 0.01% | 0.01% | 656 | +291 | 11.47% | Q1 2026 | Apr 21, 2026 |
| Orion Capital Management LLC | History | No change | 2,601 | 88 | 0.03% | 0.03% | 657 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,696 | 88 | 0.0% | 0.0% | 658 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Heritage Wealth Advisors | History | No change | 2,517 | 85 | 0.0% | 0.0% | 659 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 2,475 | 84 | 0.01% | 0.01% | 660 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 2,413 | 81 | 0.01% | 0.01% | 661 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,281 | 77 | 0.0% | — | 662 | +2,281 | New | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,261 | 76 | 0.0% | 0.0% | 663 | +2 | 0.09% | Q1 2026 | May 04, 2026 |
| McIlrath & Eck, LLC | History | Added to | 2,111 | 71 | 0.01% | 0.01% | 664 | +3 | 0.14% | Q1 2026 | May 19, 2026 |
| Align Financial, LLC | History | Reduced | 2,077 | 70 | 0.04% | 0.04% | 665 | -65,903 | -96.94% | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,997 | 67 | 0.0% | 0.0% | 666 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Harbor Asset Planning, Inc. | History | New | 1,939 | 65 | 0.05% | — | 667 | +1,939 | New | Q1 2026 | Apr 22, 2026 |
| Copia Wealth Management | History | No change | 1,893 | 64 | 0.04% | 0.04% | 668 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 1,834 | 60 | 0.09% | 0.09% | 669 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Miller Capital Partners, Inc. | History | No change | 1,718 | 58 | 0.03% | 0.03% | 670 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | Added to | 1,630 | 55 | 0.0% | 0.0% | 671 | +3 | 0.18% | Q1 2026 | Apr 06, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,627 | 55 | 0.02% | 0.02% | 672 | +1 | 0.06% | Q1 2026 | Apr 14, 2026 |
| Olistico Wealth, LLC | History | Added to | 1,570 | 53 | 0.03% | 0.02% | 673 | +4 | 0.26% | Q1 2026 | Apr 08, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 1,549 | 52 | 0.02% | — | 675 | +1,549 | New | Q1 2026 | May 13, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 1,539 | 52 | 0.02% | 0.02% | 674 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 1,382 | 46 | 0.02% | 0.02% | 676 | -238 | -14.69% | Q1 2026 | Apr 24, 2026 |
| Key FInancial Inc | History | No change | 1,225 | 41 | 0.01% | 0.01% | 677 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 1,140 | 38 | 0.02% | 0.02% | 678 | +1 | 0.09% | Q1 2026 | May 07, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,132 | 37 | 0.0% | 0.0% | 679 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Private Wealth Management Group, LLC | History | No change | 1,039 | 35 | 0.01% | 0.01% | 680 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ascentis Independent Advisors | History | New | 928 | 31 | 0.0% | — | 681 | +928 | New | Q1 2026 | Apr 28, 2026 |
| CoreCap Advisors, LLC | History | New | 917 | 31 | 0.0% | — | 682 | +917 | New | Q1 2026 | Apr 07, 2026 |
| Rialto Wealth Management, LLC | History | No change | 883 | 29 | 0.01% | 0.01% | 683 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Longview Financial Advisors, Inc. | History | New | 751 | 25 | 0.02% | — | 685 | +751 | New | Q1 2026 | Apr 20, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 759 | 25 | 0.02% | 0.01% | 684 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cordgrass Capital Advisors, LLC | History | New | 641 | 21 | 0.0% | — | 687 | +641 | New | Q1 2026 | May 07, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 634 | 21 | 0.0% | 0.0% | 686 | +1 | 0.16% | Q1 2026 | Apr 14, 2026 |
| Winch Advisory Services, LLC | History | Added to | 598 | 20 | 0.0% | 0.0% | 688 | +1 | 0.17% | Q1 2026 | Apr 30, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 557 | 18 | 0.0% | 0.0% | 689 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Global Wealth Strategies & Associates | History | No change | 517 | 17 | 0.0% | 0.0% | 690 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 515 | 17 | 0.02% | 0.02% | 691 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 460 | 15 | 0.0% | — | 692 | +460 | New | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 393 | 13 | 0.0% | — | 694 | +393 | New | Q1 2026 | Apr 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 408 | 13 | 0.0% | 0.0% | 693 | -8 | -1.92% | Q1 2026 | May 13, 2026 |
| CENTRAL TRUST Co | History | No change | 357 | 12 | 0.0% | 0.0% | 695 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Hughes Financial Services, LLC | History | New | 331 | 11 | 0.0% | — | 696 | +331 | New | Q1 2026 | Apr 29, 2026 |
| TSFG, LLC | History | New | 263 | 9 | 0.0% | — | 698 | +263 | New | Q1 2026 | Apr 27, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 282 | 9 | 0.01% | 0.01% | 697 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Dynamic Wealth Strategies, LLC | History | No change | 248 | 8 | 0.0% | 0.0% | 699 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 216 | 7 | 0.0% | — | 701 | +216 | New | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 230 | 7 | 0.0% | 0.0% | 700 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 177 | 5 | 0.0% | 0.0% | 703 | +1 | 0.57% | Q1 2026 | May 08, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 167 | 5 | 0.0% | 0.0% | 702 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| BankChampaign, National Association | History | Reduced | 55 | 1 | 0.0% | 0.0% | 705 | -4,494 | -98.79% | Q1 2026 | May 21, 2026 |
| SIMPLEX TRADING, LLC | History | New | 57 | 1 | 0.0% | — | 706 | +57 | New | Q1 2026 | May 14, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 43 | 1 | 0.0% | 0.0% | 704 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TrueWealth Financial Partners | History | Closed out | 0 | 0 | — | 6.76% | — | -250,007 | -100.0% | Q1 2026 | May 20, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -189,202 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -117,039 | -100.0% | Q1 2026 | Apr 29, 2026 |
| McGrath & Associates, Inc. | History | Closed out | 0 | 0 | — | 4.2% | — | -90,432 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -66,929 | -100.0% | Q1 2026 | May 13, 2026 |
| Francis Financial, Inc. | History | Closed out | 0 | 0 | — | 0.27% | — | -41,708 | -100.0% | Q1 2026 | May 07, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -35,693 | -100.0% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -31,888 | -100.0% | Q1 2026 | May 15, 2026 |
| L2 Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -29,418 | -100.0% | Q1 2026 | May 14, 2026 |
| True North Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -24,314 | -100.0% | Q1 2026 | May 07, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -17,976 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Tailwinds Wealth, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -12,770 | -100.0% | Q1 2026 | May 01, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,148 | -100.0% | Q1 2026 | Apr 10, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,765 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Northeast Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -7,797 | -100.0% | Q1 2026 | May 15, 2026 |
| Legacy Capital Group California, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -7,690 | -100.0% | Q1 2026 | May 04, 2026 |
| Perennial Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,322 | -100.0% | Q1 2026 | May 15, 2026 |
| Rodgers & Associates, LTD | History | Closed out | 0 | 0 | — | 0.02% | — | -6,896 | -100.0% | Q1 2026 | May 04, 2026 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,492 | -100.0% | Q1 2026 | May 12, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,369 | -100.0% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,317 | -100.0% | Q1 2026 | May 01, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,247 | -100.0% | Q1 2026 | May 01, 2026 |
| Cedar Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,709 | -100.0% | Q1 2026 | May 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,071 | -100.0% | Q1 2026 | May 14, 2026 |
| FIRST UNITED BANK & TRUST | History | Closed out | 0 | 0 | — | 0.03% | — | -2,819 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Silver Grove Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -2,002 | -100.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,010 | -100.0% | Q1 2026 | Apr 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -549 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -309 | -100.0% | Q1 2026 | May 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -273 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Spurstone Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -189 | -100.0% | Q1 2026 | Apr 28, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q1 2026 | Apr 14, 2026 |