Dimensional ETF Trust - DFCF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Truepoint, Inc. | History | Added to | 13,062,756 | 551,509 | 12.3% | 12.01% | 1 | +518,917 | 4.14% | Q1 2026 | May 08, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 10,824,713 | 457,019 | 0.56% | 0.49% | 2 | +1,367,548 | 14.46% | Q1 2026 | May 13, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 4,571,337 | 193,001 | 17.68% | 17.93% | 3 | +183,436 | 4.18% | Q1 2026 | Apr 23, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 4,538,370 | 191,609 | 2.16% | 1.96% | 4 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Apella Capital, LLC | History | Added to | 4,408,477 | 188,197 | 2.79% | 2.19% | 5 | +1,804,092 | 69.27% | Q1 2026 | Apr 20, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 4,264,532 | 180,048 | 11.12% | 9.57% | 6 | +563,687 | 15.23% | Q1 2026 | Apr 29, 2026 |
| Elser Financial Planning, Inc | History | Added to | 4,200,025 | 177,679 | 8.62% | 0.94% | 7 | +4,169,556 | 13684.58% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 3,715,440 | 156,865 | 0.83% | 1.03% | 8 | +275,920 | 8.02% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 3,530,102 | 149,040 | 0.72% | 1.05% | 9 | -800,538 | -18.49% | Q1 2026 | May 04, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 3,471,746 | 146,577 | 6.48% | 5.52% | 10 | +588,512 | 20.41% | Q1 2026 | Apr 09, 2026 |
| Great Waters Wealth Management | History | Added to | 3,471,448 | 146,564 | 15.51% | 14.58% | 11 | +357,219 | 11.47% | Q1 2026 | Apr 17, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 3,337,866 | 140,924 | 1.38% | 1.35% | 12 | +108,282 | 3.35% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 3,257,427 | 137,528 | 0.56% | 0.33% | 13 | +1,378,118 | 73.33% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 3,247,685 | 137,117 | 6.34% | 5.87% | 14 | +547,048 | 20.26% | Q1 2026 | Apr 24, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 3,229,394 | 136,345 | 9.27% | 9.45% | 15 | +6,030 | 0.19% | Q1 2026 | May 14, 2026 |
| F/m Investments LLC | History | New | 3,036,000 | 128,179 | 8.51% | — | 16 | +3,036,000 | New | Q1 2026 | May 11, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 2,526,277 | 106,659 | 7.74% | 7.24% | 17 | -111,989 | -4.24% | Q1 2026 | Apr 16, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 2,521,571 | 106,460 | 11.47% | 11.31% | 18 | +78,229 | 3.2% | Q1 2026 | Apr 08, 2026 |
| Vise Technologies, Inc. | History | No change | 2,458,323 | 104,626 | 2.05% | 2.05% | 19 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Stratos Investment Management, LLC | History | Added to | 1,998,392 | 84,372 | 3.38% | 3.27% | 20 | +80,985 | 4.22% | Q1 2026 | Apr 28, 2026 |
| WPWealth LLP | History | Added to | 1,997,307 | 84,326 | 12.89% | 13.24% | 21 | +10,387 | 0.52% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,797,830 | 75,904 | 0.11% | 0.07% | 22 | +537,666 | 42.67% | Q1 2026 | Apr 27, 2026 |
| Core Wealth Management, Inc. | History | Added to | 1,771,320 | 74,785 | 22.92% | 22.72% | 23 | +57,400 | 3.35% | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,764,554 | 74,499 | 0.08% | 0.08% | 24 | +75,328 | 4.46% | Q1 2026 | May 05, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 1,593,287 | 67,268 | 10.38% | 10.1% | 25 | +119,915 | 8.14% | Q1 2026 | May 12, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 1,541,722 | 65,091 | 10.26% | 9.81% | 26 | +58,829 | 3.97% | Q1 2026 | Apr 13, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 1,374,891 | 58,047 | 16.66% | 15.91% | 27 | +135,921 | 10.97% | Q1 2026 | Apr 21, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 1,369,394 | 57,815 | 0.23% | 0.23% | 28 | -21,959 | -1.58% | Q1 2026 | May 11, 2026 |
| GeoWealth Management, LLC | History | Added to | 1,332,758 | 56,269 | 2.03% | 1.94% | 29 | +93,520 | 7.55% | Q1 2026 | May 13, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 1,287,970 | 54,378 | 5.66% | 5.23% | 30 | +128,495 | 11.08% | Q1 2026 | Apr 08, 2026 |
| Betterment LLC | History | Added to | 1,256,555 | 53,052 | 0.1% | 0.1% | 31 | +77,078 | 6.53% | Q1 2026 | May 14, 2026 |
| RW Investment Management LLC | History | New | 1,241,844 | 52,430 | 5.07% | — | 32 | +1,241,844 | New | Q1 2026 | Apr 28, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 1,203,591 | 51,068 | 14.43% | 15.7% | 33 | +78,343 | 6.96% | Q1 2026 | Apr 27, 2026 |
| HEFFERNAN ADVISORY, INC | History | Added to | 1,171,565 | 49,463 | 45.89% | 46.94% | 34 | +19,394 | 1.68% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Added to | 1,117,650 | 47,187 | 0.01% | 0.01% | 35 | +28,018 | 2.57% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,065,029 | 44,965 | 0.01% | 0.01% | 36 | +130,514 | 13.97% | Q1 2026 | May 14, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 1,047,592 | 44,229 | 0.63% | 0.68% | 37 | +50,103 | 5.02% | Q1 2026 | Apr 10, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 993,619 | 42,159 | 0.84% | 0.99% | 38 | -12,089 | -1.2% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 944,499 | 39,876 | 0.01% | 0.01% | 39 | +290,903 | 44.51% | Q1 2026 | May 04, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 914,363 | 38,604 | 4.01% | 3.9% | 40 | +38,341 | 4.38% | Q1 2026 | Apr 13, 2026 |
| Annandale Capital, LLC | History | Added to | 871,448 | 36,793 | 5.19% | 4.25% | 41 | +30,074 | 3.57% | Q1 2026 | May 15, 2026 |
| Grunden Financial Advisory, Inc. | History | No change | 834,031 | 35,496 | 13.87% | 13.87% | 42 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Aspen Capital Management, LLC | History | Added to | 823,112 | 34,751 | 8.6% | 7.89% | 43 | +74,118 | 9.9% | Q1 2026 | Apr 17, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 812,515 | 34,523 | 8.03% | 8.16% | 44 | +48,366 | 6.33% | Q1 2026 | Apr 10, 2026 |
| Tencap Wealth Coaching, LLC | History | Added to | 790,708 | 33,415 | 12.58% | 12.36% | 45 | +24,207 | 3.16% | Q1 2026 | Apr 17, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 789,783 | 33,345 | 0.01% | 0.01% | 46 | -3,870 | -0.49% | Q1 2026 | May 15, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 788,499 | 33,290 | 12.8% | 11.94% | 47 | +70,870 | 9.88% | Q1 2026 | May 01, 2026 |
| Opus Capital Group, LLC | History | Added to | 764,694 | 32,285 | 3.47% | 3.4% | 48 | +27,641 | 3.75% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 757,924 | 31,999 | 0.32% | 0.13% | 49 | +510,922 | 206.85% | Q1 2026 | May 13, 2026 |
| BCR Wealth Strategies, LLC | History | Added to | 751,104 | 31,711 | 9.94% | 9.62% | 50 | +69,529 | 10.2% | Q1 2026 | May 01, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 738,954 | 31,198 | 0.98% | 1.0% | 51 | +3,047 | 0.41% | Q1 2026 | Apr 08, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 732,420 | 30,922 | 10.34% | 9.05% | 52 | +165,978 | 29.3% | Q1 2026 | May 13, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 717,971 | 30,312 | 13.37% | 13.1% | 53 | +30,219 | 4.39% | Q1 2026 | Apr 06, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Added to | 699,262 | 29,522 | 23.96% | 23.41% | 54 | +37,730 | 5.7% | Q1 2026 | May 05, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 681,228 | 28,775 | 3.59% | 3.64% | 55 | +17,978 | 2.71% | Q1 2026 | May 12, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 678,253 | 28,635 | 15.55% | 16.98% | 56 | +18,908 | 2.87% | Q1 2026 | Apr 21, 2026 |
| Tillman Hartley LLC | History | Added to | 671,991 | 28,371 | 7.12% | 7.06% | 57 | +11,174 | 1.69% | Q1 2026 | May 08, 2026 |
| REGIMEN WEALTH, LLC | History | New | 650,484 | 27,463 | 8.02% | — | 58 | +650,484 | New | Q1 2026 | May 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 648,206 | 27,367 | 0.07% | 0.03% | 59 | +393,715 | 154.71% | Q1 2026 | Apr 30, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 636,067 | 26,854 | 5.65% | 5.85% | 60 | +33,336 | 5.53% | Q1 2026 | May 12, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 634,352 | 26,782 | 5.13% | 4.92% | 61 | +25,852 | 4.25% | Q1 2026 | Apr 22, 2026 |
| Pioneer Wealth Management Group | History | Added to | 633,465 | 26,744 | 7.5% | 7.71% | 62 | +37,000 | 6.2% | Q1 2026 | Apr 08, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 632,396 | 26,699 | 5.76% | 5.82% | 63 | +10,956 | 1.76% | Q1 2026 | May 06, 2026 |
| SNS Financial Group, LLC | History | Added to | 631,454 | 26,659 | 2.3% | 2.05% | 64 | +73,410 | 13.15% | Q1 2026 | Apr 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 629,547 | 26,592 | 0.25% | 0.12% | 65 | +359,715 | 133.31% | Q1 2026 | Apr 07, 2026 |
| Krilogy Financial LLC | History | Added to | 612,486 | 26,049 | 0.84% | 0.86% | 66 | +19,138 | 3.23% | Q1 2026 | Apr 17, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 603,533 | 25,481 | 7.0% | 6.68% | 67 | +53,214 | 9.67% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 561,318 | 23,620 | 0.0% | 0.0% | 68 | +57,161 | 11.34% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Reduced | 552,144 | 23,311 | 0.05% | 0.05% | 69 | -16,978 | -2.98% | Q1 2026 | May 06, 2026 |
| Alpha Financial Advisors, LLC | History | Added to | 546,749 | 23,083 | 7.07% | 6.46% | 70 | +50,494 | 10.18% | Q1 2026 | May 11, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 528,522 | 22,562 | 1.55% | 1.56% | 71 | +26,490 | 5.28% | Q1 2026 | Apr 29, 2026 |
| AE Wealth Management LLC | History | Added to | 533,410 | 22,520 | 0.12% | 0.13% | 72 | +14,909 | 2.88% | Q1 2026 | May 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 530,394 | 22,393 | 0.12% | 0.1% | 73 | +70,810 | 15.41% | Q1 2026 | Apr 15, 2026 |
| Verisail Partners, LLC | History | Added to | 524,811 | 22,157 | 8.99% | 8.86% | 74 | +18,214 | 3.6% | Q1 2026 | Apr 20, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 522,702 | 22,068 | 9.14% | 9.23% | 75 | +11,292 | 2.21% | Q1 2026 | Apr 13, 2026 |
| BCO Wealth Management LLC | History | Added to | 516,253 | 21,796 | 13.09% | 13.12% | 76 | +13,571 | 2.7% | Q1 2026 | Apr 16, 2026 |
| Financial Plan, Inc. | History | Added to | 508,596 | 21,472 | 2.3% | 2.2% | 77 | +57,595 | 12.77% | Q1 2026 | Apr 24, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 507,335 | 21,399 | 0.38% | 0.78% | 78 | +117,662 | 30.2% | Q1 2026 | May 01, 2026 |
| Vermillion Wealth Management, Inc. | History | Reduced | 493,452 | 20,833 | 8.18% | 9.02% | 79 | -27,943 | -5.36% | Q1 2026 | Apr 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 486,481 | 20,539 | 0.32% | 0.24% | 80 | +208,179 | 74.8% | Q1 2026 | May 15, 2026 |
| Aurelius Family Office LLC | History | Added to | 481,164 | 20,314 | 8.83% | 8.41% | 81 | +22,338 | 4.87% | Q1 2026 | Apr 08, 2026 |
| MOLLER WEALTH PARTNERS | History | Added to | 477,655 | 20,166 | 3.98% | 3.86% | 82 | +44,121 | 10.18% | Q1 2026 | Apr 14, 2026 |
| Note Advisors, LLC | History | Added to | 476,577 | 20,121 | 10.06% | 9.64% | 83 | +35,010 | 7.93% | Q1 2026 | May 15, 2026 |
| Babb Wealth Advisors LLC | History | Added to | 462,863 | 19,542 | 10.68% | 10.37% | 84 | +31,115 | 7.21% | Q1 2026 | May 14, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | New | 459,894 | 19,416 | 1.45% | — | 85 | +459,894 | New | Q1 2026 | May 13, 2026 |
| Blume Capital Management, Inc. | History | Added to | 456,530 | 19,274 | 3.28% | 3.3% | 86 | +30,237 | 7.09% | Q1 2026 | May 01, 2026 |
| Momentous Wealth Management, Inc. | History | Added to | 454,368 | 19,183 | 10.96% | 10.73% | 87 | +9,594 | 2.16% | Q1 2026 | May 11, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 433,572 | 18,305 | 2.38% | 2.13% | 88 | +8,272 | 1.94% | Q1 2026 | Apr 10, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 430,624 | 18,279 | 0.41% | 0.43% | 89 | +20,218 | 4.93% | Q1 2026 | May 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 429,342 | 18,126 | 0.1% | 0.12% | 90 | -59,343 | -12.14% | Q1 2026 | Apr 30, 2026 |
| RCS Financial Planning, LLC | History | Added to | 412,228 | 17,404 | 9.03% | 7.4% | 91 | +8,869 | 2.2% | Q1 2026 | Apr 21, 2026 |
| RHL GROUP, LLC | History | Added to | 404,401 | 17,073 | 14.58% | 0.02% | 92 | +403,717 | 59022.95% | Q1 2026 | May 13, 2026 |
| Guardian Wealth Management, LLC | History | Added to | 403,625 | 17,041 | 5.17% | 4.96% | 93 | +36,302 | 9.88% | Q1 2026 | Apr 23, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Added to | 399,244 | 16,856 | 9.71% | 9.17% | 94 | +3,620 | 0.92% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 398,428 | 16,822 | 0.02% | 0.03% | 95 | -110,393 | -21.7% | Q1 2026 | May 15, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 394,689 | 16,663 | 8.68% | 8.3% | 96 | +35,484 | 9.88% | Q1 2026 | Apr 20, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 390,925 | 16,504 | 11.12% | 11.91% | 97 | -3,690 | -0.94% | Q1 2026 | Apr 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 384,820 | 16,247 | 0.0% | 0.0% | 98 | +115,366 | 42.81% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 373,245 | 15,758 | 0.6% | 0.61% | 99 | -19,536 | -4.97% | Q1 2026 | May 11, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 369,265 | 15,590 | 1.59% | 1.62% | 100 | -2,024 | -0.55% | Q1 2026 | May 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 369,048 | 15,581 | 0.02% | 0.02% | 101 | +39,665 | 12.04% | Q1 2026 | Apr 27, 2026 |
| City State Bank | History | Added to | 368,087 | 15,540 | 4.03% | 3.71% | 102 | +50,021 | 15.73% | Q1 2026 | Apr 20, 2026 |
| Wheels Up Wealth, Inc. | History | Added to | 360,348 | 15,213 | 14.3% | 14.22% | 103 | +1,626 | 0.45% | Q1 2026 | May 12, 2026 |
| DRAVO BAY LLC | History | Added to | 356,666 | 15,058 | 6.12% | 5.65% | 104 | +37,153 | 11.63% | Q1 2026 | May 07, 2026 |
| Meredith Wealth Planning | History | Added to | 350,778 | 14,809 | 4.01% | 3.82% | 105 | +49,394 | 16.39% | Q1 2026 | Apr 27, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 349,756 | 14,766 | 4.49% | 4.64% | 106 | +962 | 0.28% | Q1 2026 | Apr 15, 2026 |
| Mattern Wealth Management LLC | History | Added to | 343,727 | 14,512 | 2.83% | 2.77% | 107 | +5,522 | 1.63% | Q1 2026 | Apr 23, 2026 |
| BWM Planning, LLC | History | Added to | 340,641 | 14,381 | 3.79% | 3.54% | 108 | +28,945 | 9.29% | Q1 2026 | Apr 21, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 340,108 | 14,359 | 0.07% | 0.0% | 109 | +334,050 | 5514.2% | Q1 2026 | May 14, 2026 |
| Kestra Investment Management, LLC | History | New | 335,901 | 14,181 | 0.24% | — | 110 | +335,901 | New | Q1 2026 | May 11, 2026 |
| Financial Symmetry Inc | History | Added to | 335,246 | 14,160 | 5.03% | 4.97% | 111 | +49,137 | 17.17% | Q1 2026 | May 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 335,331 | 14,157 | 0.16% | 0.18% | 112 | +25,661 | 8.29% | Q1 2026 | May 15, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 333,282 | 14,071 | 3.72% | 3.63% | 113 | +8,300 | 2.55% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 329,838 | 13,925 | 0.01% | 0.01% | 114 | +23,118 | 7.54% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 325,468 | 13,783 | 0.03% | 0.02% | 115 | +5,533 | 1.73% | Q1 2026 | Apr 08, 2026 |
| One Degree Advisors Inc | History | Added to | 318,459 | 13,445 | 3.53% | 3.48% | 116 | +21,056 | 7.08% | Q1 2026 | May 01, 2026 |
| Johnson Wealth Management, LLC | History | Added to | 317,934 | 13,423 | 6.48% | 6.39% | 117 | +16,199 | 5.37% | Q1 2026 | Apr 23, 2026 |
| Divergent Planning, LLC | History | No change | 314,352 | 13,375 | 3.42% | 3.42% | 118 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 312,660 | 13,200 | 0.11% | 0.15% | 119 | +7,859 | 2.58% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Added to | 311,227 | 13,139 | 5.62% | 5.56% | 120 | +9,947 | 3.3% | Q1 2026 | May 06, 2026 |
| XY Planning Network, Inc. | History | Added to | 309,411 | 13,069 | 2.09% | 1.99% | 121 | +41,169 | 15.35% | Q1 2026 | Apr 14, 2026 |
| Daner Wealth Management, LLC | History | Added to | 309,412 | 13,060 | 7.68% | 7.59% | 122 | +20,127 | 6.96% | Q1 2026 | May 13, 2026 |
| Graver Capital Management, LLC | History | Added to | 302,175 | 12,757 | 9.69% | 9.15% | 123 | +30,124 | 11.07% | Q1 2026 | Apr 23, 2026 |
| SageOak Financial, LLC | History | Added to | 294,536 | 12,435 | 8.74% | 8.86% | 124 | +6,966 | 2.42% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 291,612 | 12,311 | 0.0% | 0.0% | 125 | +201,610 | 224.01% | Q1 2026 | May 15, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 285,716 | 12,062 | 10.17% | 10.17% | 126 | +14,846 | 5.48% | Q1 2026 | Apr 21, 2026 |
| Concord Wealth Partners | History | Added to | 284,426 | 12,008 | 1.56% | 1.52% | 127 | +9,994 | 3.64% | Q1 2026 | May 01, 2026 |
| Mariner, LLC | History | Added to | 282,865 | 11,942 | 0.01% | 0.01% | 128 | +47 | 0.02% | Q1 2026 | May 13, 2026 |
| Sterling Wealth Advisors Inc | History | Added to | 271,406 | 11,586 | 6.61% | 6.69% | 129 | +11,033 | 4.24% | Q1 2026 | Apr 22, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 269,723 | 11,387 | 2.56% | 2.56% | 130 | +7,816 | 2.98% | Q1 2026 | Apr 02, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 267,651 | 11,300 | 7.72% | 6.89% | 131 | +35,191 | 15.14% | Q1 2026 | Apr 21, 2026 |
| Yardley Wealth Management LLC | History | Added to | 267,190 | 11,280 | 5.78% | 5.68% | 132 | +16,125 | 6.42% | Q1 2026 | Apr 21, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 265,022 | 11,189 | 4.17% | 4.12% | 133 | +11,886 | 4.7% | Q1 2026 | Apr 20, 2026 |
| Essential Planning, LLC. | History | Added to | 263,376 | 11,119 | 3.54% | 3.34% | 134 | +17,249 | 7.01% | Q1 2026 | Apr 22, 2026 |
| ERn Financial, LLC | History | Added to | 263,326 | 11,117 | 2.09% | 1.99% | 135 | +14,282 | 5.73% | Q1 2026 | Apr 24, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 259,828 | 10,969 | 7.06% | 6.19% | 136 | +54,980 | 26.84% | Q1 2026 | Apr 23, 2026 |
| Torren Management, LLC | History | Added to | 257,399 | 10,867 | 5.41% | 5.33% | 137 | +11,971 | 4.88% | Q1 2026 | Apr 30, 2026 |
| HB Wealth Management, LLC | History | Reduced | 254,535 | 10,746 | 0.07% | 0.07% | 138 | -10,646 | -4.01% | Q1 2026 | Apr 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 251,157 | 10,604 | 0.08% | — | 139 | +251,157 | New | Q1 2026 | Apr 07, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Reduced | 249,319 | 10,526 | 5.92% | 6.13% | 140 | -850 | -0.34% | Q1 2026 | Apr 13, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 249,122 | 10,517 | 5.7% | 5.06% | 141 | +33,079 | 15.31% | Q1 2026 | Apr 29, 2026 |
| Berger Financial Group, Inc | History | Added to | 245,435 | 10,362 | 0.58% | 0.5% | 142 | +44,223 | 21.98% | Q1 2026 | Apr 28, 2026 |
| Burk Holdings LLC | History | Added to | 242,692 | 10,246 | 4.39% | 4.43% | 143 | +24,407 | 11.18% | Q1 2026 | May 07, 2026 |
| Corient Private Wealth LLC | History | Reduced | 235,594 | 9,946 | 0.01% | 0.01% | 144 | -2,741 | -1.15% | Q1 2026 | May 15, 2026 |
| ArborFi Advisors, LLC | History | Added to | 234,580 | 9,903 | 8.08% | 7.77% | 145 | +9,688 | 4.31% | Q1 2026 | Apr 29, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 233,985 | 9,878 | 1.3% | 1.19% | 146 | +39,201 | 20.13% | Q1 2026 | May 11, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 227,577 | 9,608 | 1.45% | 1.3% | 147 | +29,856 | 15.1% | Q1 2026 | Apr 22, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 226,602 | 9,567 | 1.88% | 1.78% | 148 | +16,173 | 7.69% | Q1 2026 | May 11, 2026 |
| United Wealth Management, LLC | History | Added to | 225,576 | 9,523 | 2.37% | 2.47% | 149 | +1,280 | 0.57% | Q1 2026 | May 01, 2026 |
| Coston, McIsaac & Partners | History | Added to | 225,368 | 9,515 | 2.15% | 1.8% | 150 | +43,036 | 23.6% | Q1 2026 | Apr 22, 2026 |
| Savvy Advisors, Inc. | History | Added to | 223,156 | 9,421 | 0.25% | 0.13% | 151 | +127,770 | 133.95% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 222,397 | 9,389 | 0.01% | 0.0% | 152 | +163,342 | 276.59% | Q1 2026 | May 12, 2026 |
| Foundry Financial LLC | History | Added to | 220,753 | 9,320 | 3.95% | 3.42% | 153 | +67,786 | 44.31% | Q1 2026 | Apr 21, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 219,632 | 9,272 | 0.53% | 0.52% | 154 | +16,663 | 8.21% | Q1 2026 | Apr 09, 2026 |
| Focus Partners Wealth | History | Added to | 215,276 | 9,088 | 0.01% | 0.01% | 155 | +5,266 | 2.51% | Q1 2026 | May 14, 2026 |
| AA Financial Advisors, LLC | History | New | 206,004 | 8,697 | 1.23% | — | 156 | +206,004 | New | Q1 2026 | Apr 20, 2026 |
| Estate Counselors, LLC | History | New | 205,869 | 8,691 | 0.77% | — | 157 | +205,869 | New | Q1 2026 | May 15, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Added to | 204,274 | 8,624 | 1.81% | 1.84% | 158 | +9,004 | 4.61% | Q1 2026 | Apr 30, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 204,083 | 8,616 | 0.1% | 0.1% | 159 | -3,626 | -1.75% | Q1 2026 | May 06, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 194,532 | 8,279 | 0.4% | 0.39% | 160 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 192,203 | 8,114 | 0.99% | 1.03% | 161 | +307 | 0.16% | Q1 2026 | Apr 23, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 190,132 | 8,027 | 1.21% | 1.05% | 162 | +28,440 | 17.59% | Q1 2026 | May 01, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 187,365 | 7,910 | 2.05% | 1.83% | 163 | +22,545 | 13.68% | Q1 2026 | Apr 14, 2026 |
| First Financial Group Corp | History | Added to | 186,853 | 7,888 | 6.44% | 3.82% | 164 | +81,285 | 77.0% | Q1 2026 | Apr 22, 2026 |
| SageView Advisory Group, LLC | History | No change | 183,650 | 7,816 | 0.26% | 0.26% | 165 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| marrick wealth, LLC | History | Reduced | 184,780 | 7,801 | 6.56% | 6.46% | 166 | -626 | -0.34% | Q1 2026 | Apr 15, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 178,167 | 7,522 | 2.65% | 2.7% | 167 | +3,741 | 2.14% | Q1 2026 | Apr 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 178,029 | 7,516 | 1.21% | 0.68% | 168 | +59,694 | 50.44% | Q1 2026 | May 15, 2026 |
| LVZ, Inc. | History | Added to | 177,221 | 7,482 | 0.85% | 0.72% | 169 | +25,268 | 16.63% | Q1 2026 | Apr 28, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 175,206 | 7,397 | 6.15% | 5.6% | 170 | +22,318 | 14.6% | Q1 2026 | Apr 14, 2026 |
| Vested Financial Planning, LLC | History | Added to | 174,360 | 7,361 | 5.61% | 5.59% | 171 | +3,722 | 2.18% | Q1 2026 | Apr 16, 2026 |
| Parker Financial LLC | History | Added to | 174,578 | 7,358 | 2.94% | 2.75% | 172 | +15,451 | 9.71% | Q1 2026 | Apr 21, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 174,096 | 7,350 | 4.02% | 4.35% | 173 | -12,251 | -6.57% | Q1 2026 | Apr 22, 2026 |
| Herold Advisors, Inc. | History | Added to | 173,993 | 7,345 | 1.61% | 1.49% | 174 | +16,932 | 10.78% | Q1 2026 | May 14, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Reduced | 172,534 | 7,292 | 0.79% | 1.11% | 175 | -2,057 | -1.18% | Q1 2026 | Apr 10, 2026 |
| CGN Advisors LLC | History | Added to | 169,030 | 7,136 | 0.56% | 0.53% | 176 | +11,578 | 7.35% | Q1 2026 | Apr 13, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 168,378 | 7,117 | 1.62% | 1.89% | 177 | -132,644 | -44.06% | Q1 2026 | Apr 14, 2026 |
| CLG LLC | History | Added to | 167,303 | 7,063 | 1.75% | 1.57% | 178 | +19,104 | 12.89% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 165,614 | 6,992 | 0.08% | 0.07% | 179 | +15,668 | 10.45% | Q1 2026 | Apr 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 165,132 | 6,971 | 0.14% | 0.13% | 180 | +8,917 | 5.71% | Q1 2026 | Apr 15, 2026 |
| Citrine Capital LLC | History | Added to | 163,972 | 6,922 | 3.0% | 3.14% | 181 | +5,224 | 3.29% | Q1 2026 | Apr 21, 2026 |
| Navigoe, LLC | History | Added to | 153,773 | 6,492 | 3.83% | 3.25% | 182 | +29,888 | 24.13% | Q1 2026 | May 01, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 153,459 | 6,479 | 0.68% | 0.85% | 183 | +3,271 | 2.18% | Q1 2026 | Apr 23, 2026 |
| Sowell Financial Services LLC | History | Added to | 150,898 | 6,370 | 0.24% | 0.23% | 184 | +3,734 | 2.54% | Q1 2026 | Apr 20, 2026 |
| WINEBRENNER CAPITAL MANAGEMENT LLC | History | Reduced | 149,474 | 6,310 | 4.05% | 4.37% | 185 | -4,682 | -3.04% | Q1 2026 | Apr 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 146,502 | 6,185 | 0.08% | 0.07% | 186 | +37,417 | 34.3% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 145,227 | 6,131 | 0.17% | 0.49% | 187 | -254,202 | -63.64% | Q1 2026 | May 13, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 145,216 | 6,130 | 1.79% | 1.8% | 188 | +3,307 | 2.33% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 142,161 | 6,002 | 0.02% | 0.02% | 189 | +17,364 | 13.91% | Q1 2026 | Apr 30, 2026 |
| MATHER GROUP, LLC. | History | Added to | 142,121 | 6,000 | 0.06% | 0.05% | 190 | +23,819 | 20.13% | Q1 2026 | Apr 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 141,839 | 5,988 | 0.14% | 0.16% | 191 | -12,461 | -8.08% | Q1 2026 | May 15, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 141,458 | 5,972 | 3.67% | 3.64% | 192 | +4,877 | 3.57% | Q1 2026 | Apr 22, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 140,443 | 5,929 | 0.31% | 0.3% | 193 | +6,585 | 4.92% | Q1 2026 | Apr 17, 2026 |
| Arnold Financial Planning LLC | History | Reduced | 134,002 | 5,657 | 5.29% | 6.06% | 194 | -4,024 | -2.92% | Q1 2026 | Apr 14, 2026 |
| Porter White Investment Advisors, Inc. | History | Reduced | 133,511 | 5,636 | 2.26% | 2.53% | 195 | -11,323 | -7.82% | Q1 2026 | May 12, 2026 |
| DiPaolo Financial Group, Inc. | History | New | 132,613 | 5,598 | 4.07% | — | 196 | +132,613 | New | Q1 2026 | Apr 23, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 131,393 | 5,547 | 3.0% | 2.83% | 197 | +15,628 | 13.5% | Q1 2026 | May 14, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 131,229 | 5,540 | 4.0% | 4.16% | 198 | +2,987 | 2.33% | Q1 2026 | Apr 13, 2026 |
| Applied Capital LLC | History | Added to | 131,127 | 5,536 | 2.07% | 1.96% | 199 | +11,530 | 9.64% | Q1 2026 | Apr 22, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 131,105 | 5,527 | 1.33% | 1.37% | 200 | -3,185 | -2.37% | Q1 2026 | May 01, 2026 |
| Vantage Point Financial LLC | History | Added to | 127,823 | 5,396 | 1.89% | 1.84% | 201 | +6,967 | 5.76% | Q1 2026 | May 01, 2026 |
| PFG Advisors | History | Added to | 126,458 | 5,339 | 0.26% | 0.24% | 202 | +10,420 | 8.98% | Q1 2026 | May 05, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 126,183 | 5,327 | 1.11% | 1.04% | 203 | +7,748 | 6.54% | Q1 2026 | May 08, 2026 |
| Forum Financial Management, LP | History | Reduced | 125,416 | 5,295 | 0.07% | 0.08% | 204 | -21,617 | -14.7% | Q1 2026 | Apr 23, 2026 |
| Triune Financial Partners, LLC | History | Added to | 121,840 | 5,144 | 1.22% | 0.94% | 205 | +27,736 | 29.47% | Q1 2026 | Apr 30, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 121,533 | 5,131 | 0.38% | 0.36% | 206 | +6,861 | 5.98% | Q1 2026 | Apr 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 115,130 | 4,860 | 0.09% | 0.06% | 207 | +45,880 | 66.25% | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 114,751 | 4,844 | 0.04% | 0.03% | 208 | +543 | 0.48% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 114,695 | 4,842 | 0.3% | 0.3% | 209 | +430 | 0.38% | Q1 2026 | May 15, 2026 |
| HFG Wealth Management, LLC | History | Added to | 113,686 | 4,799 | 2.64% | 2.58% | 210 | +3,902 | 3.55% | Q1 2026 | Apr 22, 2026 |
| E6 Portfolios, LLC | History | Reduced | 112,122 | 4,733 | 4.93% | 5.77% | 211 | -6,326 | -5.34% | Q1 2026 | May 12, 2026 |
| ENTREWEALTH, LLC | History | Added to | 111,754 | 4,718 | 2.11% | 1.84% | 212 | +16,047 | 16.77% | Q1 2026 | May 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 111,003 | 4,686 | 0.7% | 0.72% | 213 | +4,211 | 3.94% | Q1 2026 | Apr 14, 2026 |
| Cornerstone Wealth Partners, LLC | History | Added to | 110,621 | 4,670 | 2.65% | 2.58% | 214 | +23,108 | 26.41% | Q1 2026 | May 12, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 107,748 | 4,549 | 5.56% | 5.7% | 215 | -17,205 | -13.77% | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 104,703 | 4,420 | 0.04% | 0.04% | 216 | -38,430 | -26.85% | Q1 2026 | May 13, 2026 |
| Pacific Asset Management, LLC | History | Added to | 104,156 | 4,397 | 2.46% | 2.08% | 217 | +22,668 | 27.82% | Q1 2026 | May 01, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 103,977 | 4,389 | 1.21% | 1.19% | 218 | -5,726 | -5.22% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 103,816 | 4,383 | 0.13% | 0.2% | 219 | -23,971 | -18.76% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 102,761 | 4,338 | 0.6% | 0.14% | 220 | +78,363 | 321.19% | Q1 2026 | Apr 24, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 102,563 | 4,330 | 0.0% | 0.0% | 221 | +1,327 | 1.31% | Q1 2026 | May 12, 2026 |
| Greenspring Advisors, LLC | History | Added to | 101,803 | 4,298 | 0.26% | 0.24% | 222 | +10,133 | 11.05% | Q1 2026 | May 04, 2026 |
| Ruedi Wealth Management, Inc. | History | Reduced | 101,673 | 4,292 | 1.11% | 1.19% | 223 | -4,907 | -4.6% | Q1 2026 | May 01, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 99,557 | 4,203 | 1.76% | 1.71% | 224 | +8,856 | 9.76% | Q1 2026 | Apr 08, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 95,926 | 4,049 | 2.62% | 2.23% | 225 | +10,772 | 12.65% | Q1 2026 | Apr 15, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 95,257 | 4,021 | 2.46% | 1.97% | 226 | +21,798 | 29.67% | Q1 2026 | Apr 21, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 95,005 | 4,011 | 0.56% | 0.34% | 227 | +36,533 | 62.48% | Q1 2026 | Apr 20, 2026 |
| Family Capital Management, Inc. | History | Added to | 94,674 | 3,997 | 1.78% | 1.03% | 228 | +40,325 | 74.2% | Q1 2026 | Apr 22, 2026 |
| Merit Financial Group, LLC | History | Added to | 94,358 | 3,983 | 0.03% | 0.0% | 229 | +88,783 | 1592.52% | Q1 2026 | Apr 15, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 92,444 | 3,902 | 3.33% | 3.21% | 230 | +3,861 | 4.36% | Q1 2026 | May 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 87,040 | 3,674 | 0.0% | — | 231 | +87,040 | New | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 86,080 | 3,634 | 0.01% | 0.0% | 232 | +68,797 | 398.06% | Q1 2026 | May 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 84,723 | 3,577 | 0.76% | 0.53% | 233 | +26,069 | 44.45% | Q1 2026 | May 05, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 83,885 | 3,541 | 0.2% | 0.21% | 234 | -544 | -0.64% | Q1 2026 | Apr 30, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 83,705 | 3,534 | 0.03% | 0.02% | 235 | +18,767 | 28.9% | Q1 2026 | May 01, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 83,233 | 3,514 | 0.07% | 0.06% | 236 | +16,865 | 25.41% | Q1 2026 | May 15, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 82,509 | 3,483 | 0.16% | 0.07% | 237 | +46,073 | 126.45% | Q1 2026 | May 12, 2026 |
| TCP Asset Management, LLC | History | Added to | 82,516 | 3,483 | 0.45% | 0.52% | 238 | +9,361 | 12.8% | Q1 2026 | Apr 10, 2026 |
| CURIO WEALTH, LLC | History | Added to | 81,575 | 3,444 | 1.18% | 1.23% | 239 | +218 | 0.27% | Q1 2026 | May 11, 2026 |
| Schulz Wealth, LTD. | History | No change | 80,536 | 3,427 | 2.2% | 2.2% | 240 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Canopy Partners, LLC | History | Added to | 78,842 | 3,328 | 1.14% | 0.96% | 241 | +9,636 | 13.92% | Q1 2026 | May 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 77,512 | 3,272 | 1.13% | 0.94% | 242 | +16,125 | 26.27% | Q1 2026 | Apr 23, 2026 |
| Onyx Financial Advisors, LLC | History | Added to | 75,691 | 3,195 | 1.33% | 0.82% | 243 | +30,193 | 66.36% | Q1 2026 | Apr 14, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 75,065 | 3,169 | 2.83% | — | 244 | +75,065 | New | Q1 2026 | May 07, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 74,465 | 3,143 | 0.26% | 0.03% | 245 | +64,754 | 666.81% | Q1 2026 | May 06, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Reduced | 74,293 | 3,136 | 0.46% | 0.5% | 246 | -7,577 | -9.25% | Q1 2026 | Apr 24, 2026 |
| Alpha Advisors, LLC/VA | History | Added to | 73,848 | 3,117 | 2.46% | 0.71% | 247 | +52,331 | 243.21% | Q1 2026 | May 14, 2026 |
| Foster Group, Inc. | History | Reduced | 73,820 | 3,116 | 0.09% | 0.1% | 248 | -32 | -0.04% | Q1 2026 | Apr 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 73,607 | 3,108 | 0.1% | — | 249 | +73,607 | New | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 73,259 | 3,093 | 0.01% | 0.01% | 250 | +422 | 0.58% | Q1 2026 | Apr 24, 2026 |
| GK Wealth Management LLC | History | New | 69,787 | 2,936 | 2.55% | — | 253 | +69,787 | New | Q1 2026 | Apr 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | Added to | 69,787 | 2,936 | 2.55% | 1.34% | 252 | +35,905 | 105.97% | Q1 2026 | Apr 07, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 69,561 | 2,936 | 0.93% | 1.13% | 251 | -7,113 | -9.28% | Q1 2026 | Apr 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 68,614 | 2,896 | 0.06% | 0.11% | 254 | -61,740 | -47.36% | Q1 2026 | Apr 14, 2026 |
| MB Generational Wealth, LLC | History | Added to | 68,129 | 2,876 | 1.59% | 1.32% | 255 | +9,673 | 16.55% | Q1 2026 | May 04, 2026 |
| Cerity Partners LLC | History | New | 67,334 | 2,842 | 0.0% | — | 256 | +67,334 | New | Q1 2026 | May 15, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | Added to | 65,615 | 2,770 | 2.46% | 2.01% | 257 | +15,328 | 30.48% | Q1 2026 | May 12, 2026 |
| Ancora Advisors LLC | History | Added to | 63,826 | 2,694 | 0.06% | 0.05% | 258 | +1,116 | 1.78% | Q1 2026 | May 15, 2026 |
| rebel Financial LLC | History | Added to | 61,800 | 2,609 | 1.13% | 1.09% | 259 | +2,076 | 3.48% | Q1 2026 | Apr 24, 2026 |
| Austin Private Wealth, LLC | History | No change | 60,127 | 2,559 | 0.19% | 0.19% | 260 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Equitable Holdings, Inc. | History | Added to | 59,961 | 2,551 | 0.02% | 0.02% | 261 | +1,658 | 2.84% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 60,109 | 2,537 | 0.03% | 0.03% | 262 | +9,610 | 19.03% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 59,622 | 2,517 | 0.05% | 0.06% | 263 | +1,398 | 2.4% | Q1 2026 | Apr 13, 2026 |
| Factor Wealth Management LTD | History | Reduced | 59,616 | 2,516 | 0.47% | 0.71% | 264 | -17,430 | -22.62% | Q1 2026 | Apr 20, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Added to | 57,957 | 2,446 | 1.62% | 1.54% | 265 | +4,175 | 7.76% | Q1 2026 | Apr 22, 2026 |
| Arkadios Wealth Advisors | History | New | 57,290 | 2,418 | 0.04% | — | 266 | +57,290 | New | Q1 2026 | May 18, 2026 |
| Aegis Wealth Management LLC | History | Added to | 55,758 | 2,354 | 1.35% | 1.28% | 267 | +2,579 | 4.85% | Q1 2026 | Apr 22, 2026 |
| Rachor Investment Advisory Services, LLC | History | Added to | 55,311 | 2,335 | 1.23% | 1.24% | 268 | +384 | 0.7% | Q1 2026 | May 07, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 55,000 | 2,322 | 0.78% | 0.84% | 269 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Broadhurst Jeffrey B | History | Added to | 54,690 | 2,309 | 2.37% | 2.31% | 270 | +2,447 | 4.68% | Q1 2026 | May 14, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 54,579 | 2,304 | 1.27% | 1.47% | 271 | -736 | -1.33% | Q1 2026 | Apr 16, 2026 |
| Fiduciary Alliance LLC | History | Added to | 53,782 | 2,291 | 0.14% | 0.11% | 272 | +13,815 | 34.57% | Q1 2026 | Apr 20, 2026 |
| Stewardship Advisors, LLC | History | Added to | 52,853 | 2,231 | 0.51% | 0.5% | 273 | +2,470 | 4.9% | Q1 2026 | Apr 17, 2026 |
| SwitchPoint Financial Planning, LLC | History | Added to | 52,751 | 2,227 | 1.51% | 1.29% | 274 | +9,550 | 22.11% | Q1 2026 | Apr 29, 2026 |
| Evanson Asset Management, LLC | History | Added to | 52,309 | 2,208 | 0.12% | 0.09% | 275 | +13,880 | 36.12% | Q1 2026 | Apr 08, 2026 |
| ProCore Advisors, LLC | History | Added to | 50,072 | 2,114 | 3.24% | 1.54% | 276 | +14,705 | 41.58% | Q1 2026 | Apr 23, 2026 |
| Abel Hall, LLC | History | Reduced | 48,695 | 2,055 | 0.44% | 0.5% | 277 | -1,425 | -2.84% | Q1 2026 | Apr 28, 2026 |
| LexAurum Advisors, LLC | History | New | 44,836 | 1,892 | 0.25% | — | 278 | +44,836 | New | Q1 2026 | Apr 13, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 44,679 | 1,886 | 0.68% | 0.78% | 279 | -4,750 | -9.61% | Q1 2026 | Apr 27, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 44,293 | 1,870 | 0.63% | 0.59% | 280 | +4,589 | 11.56% | Q1 2026 | Apr 17, 2026 |
| Invst, LLC | History | Added to | 44,139 | 1,863 | 0.21% | 0.19% | 281 | +2,243 | 5.35% | Q1 2026 | May 13, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 43,931 | 1,854 | 1.75% | — | 282 | +43,931 | New | Q1 2026 | May 14, 2026 |
| Arista Wealth Management, LLC | History | No change | 43,088 | 1,819 | 0.22% | 0.23% | 283 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 42,168 | 1,793 | 0.16% | 0.17% | 284 | -423 | -0.99% | Q1 2026 | Apr 20, 2026 |
| First PREMIER Bank | History | Added to | 41,185 | 1,739 | 0.4% | 0.13% | 285 | +28,332 | 220.43% | Q1 2026 | Apr 20, 2026 |
| USAdvisors Wealth Management, LLC | History | Reduced | 40,494 | 1,703 | 0.57% | 0.57% | 286 | -492 | -1.2% | Q1 2026 | Apr 27, 2026 |
| WealthSpring Partners, LLC | History | Added to | 39,793 | 1,680 | 1.54% | 0.78% | 287 | +21,948 | 122.99% | Q1 2026 | Apr 20, 2026 |
| Worth Asset Management, LLC | History | New | 39,587 | 1,671 | 0.62% | — | 288 | +39,587 | New | Q1 2026 | Apr 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 39,401 | 1,657 | 0.06% | 0.05% | 289 | +5,816 | 17.32% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 38,316 | 1,617 | 0.0% | 0.0% | 290 | +3,300 | 9.42% | Q1 2026 | May 11, 2026 |
| Cloud Capital Management, LLC | History | Added to | 37,720 | 1,592 | 0.69% | 0.72% | 291 | +1,640 | 4.55% | Q1 2026 | May 12, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 37,506 | 1,583 | 0.13% | 0.12% | 292 | +484 | 1.31% | Q1 2026 | Apr 06, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 37,473 | 1,582 | 0.85% | 0.73% | 293 | +7,115 | 23.44% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 36,918 | 1,571 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Reduced | 36,675 | 1,548 | 0.73% | 2.23% | 295 | -66,533 | -64.46% | Q1 2026 | Apr 14, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 36,477 | 1,540 | 0.17% | 0.17% | 296 | +1,576 | 4.52% | Q1 2026 | Apr 08, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 36,382 | 1,536 | 0.21% | 0.4% | 297 | +1,261 | 3.59% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 36,112 | 1,524 | 0.0% | 0.0% | 298 | +3,236 | 9.84% | Q1 2026 | May 07, 2026 |
| Williams & Novak, LLC | History | Reduced | 34,920 | 1,475 | 1.1% | 1.43% | 299 | -9,654 | -21.66% | Q1 2026 | Apr 20, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Reduced | 34,910 | 1,473 | 0.5% | 0.62% | 300 | -5,867 | -14.39% | Q1 2026 | Apr 23, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 34,686 | 1,464 | 0.29% | 0.16% | 301 | +16,688 | 92.72% | Q1 2026 | May 01, 2026 |
| Shearwater Capital LLC | History | Reduced | 34,134 | 1,441 | 0.76% | 0.84% | 302 | -187 | -0.54% | Q1 2026 | Apr 09, 2026 |
| Next Level Wealth Planning, LLC | History | Added to | 33,644 | 1,420 | 0.73% | 0.51% | 303 | +11,248 | 50.22% | Q1 2026 | Apr 21, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 33,329 | 1,407 | 0.1% | 0.1% | 304 | +507 | 1.54% | Q1 2026 | May 14, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 33,139 | 1,399 | 0.39% | 0.37% | 305 | +1,381 | 4.35% | Q1 2026 | Apr 15, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 32,834 | 1,386 | 0.74% | 0.68% | 306 | +3,960 | 13.71% | Q1 2026 | Apr 24, 2026 |
| Csenge Advisory Group | History | Added to | 32,754 | 1,382 | 0.06% | 0.06% | 307 | +1,962 | 6.37% | Q1 2026 | Apr 30, 2026 |
| CIBC Bancorp USA Inc. | History | New | 31,710 | 1,338 | 0.0% | — | 308 | +31,710 | New | Q1 2026 | May 12, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 31,690 | 1,337 | 0.47% | 0.47% | 309 | +739 | 2.39% | Q1 2026 | Apr 22, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 30,651 | 1,294 | 0.01% | 0.0% | 310 | -2,130 | -6.5% | Q1 2026 | Apr 29, 2026 |
| Selective Wealth Management, Inc. | History | New | 30,359 | 1,280 | 0.38% | — | 311 | +30,359 | New | Q1 2026 | Apr 30, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 29,389 | 1,240 | 0.14% | 0.47% | 312 | -64,423 | -68.67% | Q1 2026 | May 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 27,693 | 1,169 | 0.16% | 0.18% | 313 | +1,842 | 7.13% | Q1 2026 | May 08, 2026 |
| Prospera Financial Services Inc | History | Added to | 27,486 | 1,160 | 0.02% | 0.01% | 314 | +14,000 | 103.81% | Q1 2026 | Apr 14, 2026 |
| Investment Advisory Group, LLC | History | Added to | 27,002 | 1,140 | 0.29% | 0.28% | 315 | +1,328 | 5.17% | Q1 2026 | Apr 22, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 26,871 | 1,134 | 0.25% | 0.08% | 316 | +18,466 | 219.7% | Q1 2026 | Apr 30, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 26,767 | 1,130 | 0.68% | 0.58% | 317 | +3,820 | 16.65% | Q1 2026 | Apr 15, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 26,696 | 1,127 | 0.22% | 0.21% | 318 | +2,463 | 10.16% | Q1 2026 | Apr 24, 2026 |
| Accurate Wealth Management, LLC | History | New | 26,407 | 1,120 | 0.13% | — | 319 | +26,407 | New | Q1 2026 | Apr 22, 2026 |
| World Investment Advisors | History | New | 26,264 | 1,108 | 0.02% | — | 320 | +26,264 | New | Q1 2026 | Apr 27, 2026 |
| Plan Group Financial, LLC | History | Reduced | 25,685 | 1,084 | 0.25% | 0.45% | 321 | -15,022 | -36.9% | Q1 2026 | Apr 13, 2026 |
| Hoxton Planning & Management, LLC | History | Reduced | 25,307 | 1,068 | 0.32% | 0.4% | 322 | -5,805 | -18.66% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Added to | 24,910 | 1,051 | 0.0% | 0.0% | 323 | +362 | 1.47% | Q1 2026 | May 14, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 24,859 | 1,049 | 0.08% | 0.06% | 324 | +10,710 | 75.69% | Q1 2026 | Apr 16, 2026 |
| GEM Asset Management, LLC | History | Added to | 24,646 | 1,040 | 0.46% | 0.32% | 325 | +8,054 | 48.54% | Q1 2026 | Apr 10, 2026 |
| IHT Wealth Management, LLC | History | Added to | 24,399 | 1,030 | 0.02% | 0.01% | 326 | +14,420 | 144.5% | Q1 2026 | May 15, 2026 |
| GEN Financial Management, INC. | History | No change | 23,968 | 1,011 | 0.63% | 0.64% | 327 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Ares Financial Consulting, LLC | History | Reduced | 23,791 | 1,004 | 0.79% | 0.97% | 328 | -100 | -0.42% | Q1 2026 | Apr 02, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 22,765 | 961 | 0.01% | — | 329 | +22,765 | New | Q1 2026 | Apr 20, 2026 |
| CSP Financial Group, LLC | History | New | 22,221 | 938 | 0.96% | — | 330 | +22,221 | New | Q1 2026 | May 08, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 22,187 | 936 | 0.54% | 0.55% | 331 | +1,392 | 6.69% | Q1 2026 | Apr 22, 2026 |
| Oceanside Advisors LLC | History | Added to | 21,639 | 913 | 0.52% | 0.55% | 332 | +315 | 1.48% | Q1 2026 | Apr 28, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | New | 20,903 | 882 | 0.09% | — | 333 | +20,903 | New | Q1 2026 | Apr 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 20,571 | 868 | 0.05% | 0.05% | 334 | +13 | 0.06% | Q1 2026 | Apr 20, 2026 |
| Two West Capital Advisors LLC | History | Added to | 20,567 | 867 | 0.46% | 0.42% | 335 | +3,420 | 19.95% | Q1 2026 | May 04, 2026 |
| PINKERTON WEALTH, LLC | History | No change | 19,924 | 847 | 0.08% | 0.09% | 336 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 19,836 | 837 | 0.29% | 0.42% | 337 | -5,080 | -20.39% | Q1 2026 | Apr 24, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 19,519 | 824 | 0.37% | 0.35% | 338 | -332 | -1.67% | Q1 2026 | May 15, 2026 |
| Hippocratic Financial Advisors, LLC | History | Reduced | 19,457 | 821 | 0.36% | 0.48% | 339 | -4,785 | -19.74% | Q1 2026 | Apr 21, 2026 |
| 25 LLC | History | Reduced | 19,408 | 819 | 0.25% | 0.27% | 340 | -701 | -3.49% | Q1 2026 | Apr 20, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 18,768 | 792 | 0.28% | 0.3% | 341 | -72 | -0.38% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 18,710 | 789 | 0.02% | 0.02% | 342 | +537 | 2.95% | Q1 2026 | May 11, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 18,624 | 786 | 0.29% | 0.31% | 343 | -1,017 | -5.18% | Q1 2026 | Apr 09, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Reduced | 18,500 | 781 | 0.17% | 0.19% | 344 | -2,525 | -12.01% | Q1 2026 | Apr 14, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 18,305 | 772 | 0.07% | 0.08% | 345 | -1,552 | -7.82% | Q1 2026 | May 12, 2026 |
| Dentgroup LLC | History | No change | 18,162 | 772 | 0.53% | 0.53% | 346 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Forum Private Client Group LLC | History | Added to | 17,871 | 754 | 0.25% | 0.21% | 347 | +3,706 | 26.16% | Q1 2026 | May 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 17,855 | 753 | 0.02% | 0.01% | 348 | +4,753 | 36.28% | Q1 2026 | Apr 29, 2026 |
| JANE STREET GROUP, LLC | History | New | 17,457 | 737 | 0.0% | — | 349 | +17,457 | New | Q1 2026 | May 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 17,383 | 733 | 0.02% | 0.02% | 350 | +43 | 0.25% | Q1 2026 | Apr 27, 2026 |
| Geometric Wealth Advisors | History | Added to | 16,574 | 699 | 0.09% | 0.09% | 351 | +533 | 3.32% | Q1 2026 | May 13, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 16,528 | 697 | 0.15% | 0.17% | 352 | -1,783 | -9.74% | Q1 2026 | May 08, 2026 |
| Five Oceans Advisors | History | Added to | 16,334 | 689 | 0.25% | 0.24% | 353 | +411 | 2.58% | Q1 2026 | Apr 07, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 16,152 | 681 | 0.05% | 0.05% | 354 | +270 | 1.7% | Q1 2026 | May 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 16,017 | 676 | 0.05% | 0.05% | 355 | -206 | -1.27% | Q1 2026 | Apr 20, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Reduced | 14,592 | 616 | 0.47% | 0.5% | 356 | -526 | -3.48% | Q1 2026 | May 14, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 14,511 | 612 | 0.39% | 0.43% | 357 | -320 | -2.16% | Q1 2026 | May 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 14,409 | 608 | 0.0% | 0.0% | 358 | +5,160 | 55.79% | Q1 2026 | May 13, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 14,277 | 602 | 0.12% | 0.07% | 359 | +6,698 | 88.38% | Q1 2026 | May 15, 2026 |
| Generations Wealth, LLC | History | Reduced | 14,171 | 598 | 0.58% | 0.63% | 360 | -302 | -2.09% | Q1 2026 | May 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 13,524 | 570 | 0.03% | 0.03% | 361 | +6,762 | 100.0% | Q1 2026 | Apr 22, 2026 |
| IFG Advisory, LLC | History | Reduced | 12,530 | 529 | 1.52% | 0.27% | 362 | -133,892 | -91.44% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 12,446 | 525 | 0.0% | 0.0% | 363 | +3,704 | 42.37% | Q1 2026 | May 04, 2026 |
| Plancorp, LLC | History | Added to | 12,332 | 523 | 0.01% | 0.02% | 364 | +86 | 0.7% | Q1 2026 | Apr 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 12,156 | 513 | 0.01% | 0.01% | 365 | -47 | -0.39% | Q1 2026 | May 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 12,013 | 507 | 0.06% | — | 366 | +12,013 | New | Q1 2026 | Apr 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 11,982 | 505 | 0.01% | 0.01% | 367 | +1,423 | 13.48% | Q1 2026 | May 04, 2026 |
| VISIONARY HORIZONS, LLC | History | New | 11,892 | 502 | 0.25% | — | 370 | +11,892 | New | Q1 2026 | Apr 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 11,881 | 502 | 0.0% | 0.0% | 368 | +397 | 3.46% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 11,909 | 502 | 0.0% | 0.0% | 369 | -255 | -2.1% | Q1 2026 | May 05, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 11,636 | 488 | 0.33% | 0.24% | 371 | +2,615 | 28.99% | Q1 2026 | May 13, 2026 |
| Lutz Financial Services LLC | History | Reduced | 11,153 | 470 | 0.03% | 0.03% | 372 | -11 | -0.1% | Q1 2026 | May 04, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 11,038 | 466 | 0.22% | 0.19% | 373 | +2,036 | 22.62% | Q1 2026 | Apr 09, 2026 |
| Aspire Private Capital, LLC | History | Added to | 10,945 | 462 | 0.1% | 0.09% | 374 | +938 | 9.37% | Q1 2026 | Apr 22, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 10,927 | 461 | 0.09% | 0.15% | 375 | -8,982 | -45.12% | Q1 2026 | Apr 08, 2026 |
| Mutual Advisors, LLC | History | Added to | 10,828 | 457 | 0.01% | 0.01% | 376 | +1,340 | 14.12% | Q1 2026 | May 01, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 10,701 | 451 | 0.04% | 0.04% | 377 | +74 | 0.7% | Q1 2026 | May 13, 2026 |
| Old Peak Finance LLC | History | Added to | 10,008 | 422 | 0.25% | 0.26% | 378 | +81 | 0.82% | Q1 2026 | Apr 24, 2026 |
| Jacobi Capital Management LLC | History | Added to | 9,801 | 413 | 0.02% | 0.02% | 379 | +746 | 8.24% | Q1 2026 | May 13, 2026 |
| StrongBox Wealth, LLC | History | Reduced | 9,503 | 401 | 0.13% | 0.16% | 380 | -1,970 | -17.17% | Q1 2026 | May 08, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 9,285 | 392 | 0.09% | 0.09% | 381 | -25 | -0.27% | Q1 2026 | Apr 27, 2026 |
| Gemmer Asset Management LLC | History | Added to | 9,177 | 387 | 0.03% | 0.02% | 382 | +2,583 | 39.17% | Q1 2026 | Apr 22, 2026 |
| Brookwood Investment Group LLC | History | Added to | 9,097 | 384 | 0.05% | 0.04% | 383 | +1,847 | 25.48% | Q1 2026 | May 04, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Added to | 9,085 | 383 | 0.37% | 0.26% | 384 | +2,860 | 45.94% | Q1 2026 | Apr 21, 2026 |
| FARMERS TRUST CO | History | No change | 9,000 | 379 | 0.06% | 0.06% | 385 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| POTENTIA WEALTH | History | Reduced | 8,865 | 374 | 0.14% | 0.14% | 386 | -96 | -1.07% | Q1 2026 | May 11, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | Reduced | 8,512 | 359 | 0.26% | 0.27% | 387 | -21 | -0.25% | Q1 2026 | Apr 17, 2026 |
| Navigate Wealth Management, LLC | History | New | 8,329 | 353 | 0.25% | — | 388 | +8,329 | New | Q1 2026 | Apr 27, 2026 |
| Beacon Financial Strategies CORP | History | Added to | 8,306 | 350 | 0.2% | 0.15% | 389 | +1,835 | 28.36% | Q1 2026 | Apr 08, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 8,257 | 348 | 0.05% | 0.05% | 390 | -437 | -5.03% | Q1 2026 | Apr 13, 2026 |
| Facet Wealth, Inc. | History | New | 8,149 | 344 | 0.01% | — | 391 | +8,149 | New | Q1 2026 | May 07, 2026 |
| Timonier Family Office, LTD. | History | No change | 7,935 | 337 | 0.11% | 0.11% | 392 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Keel Point, LLC | History | No change | 7,840 | 333 | 0.02% | 0.02% | 393 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 7,733 | 326 | 0.03% | 0.03% | 395 | +1,902 | 32.62% | Q1 2026 | May 12, 2026 |
| LAM GROUP, INC. | History | Reduced | 7,740 | 326 | 0.18% | 0.21% | 394 | -815 | -9.53% | Q1 2026 | Apr 22, 2026 |
| American Investment Services, Inc. | History | Reduced | 7,592 | 320 | 0.07% | 0.24% | 396 | -16,867 | -68.96% | Q1 2026 | May 13, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 7,448 | 314 | 0.08% | 0.07% | 397 | +1,460 | 24.38% | Q1 2026 | Apr 13, 2026 |
| Vigil Wealth Management, LLC | History | No change | 7,369 | 311 | 0.25% | 0.26% | 398 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aspen Wealth Management LLC | History | Added to | 7,318 | 308 | 0.06% | 0.06% | 399 | +822 | 12.65% | Q1 2026 | Apr 01, 2026 |
| 55 North Private Wealth, LLC | History | Reduced | 7,231 | 305 | 0.08% | 0.19% | 401 | -9,695 | -57.28% | Q1 2026 | Apr 17, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 7,247 | 305 | 0.0% | 0.01% | 400 | -8 | -0.11% | Q1 2026 | Apr 22, 2026 |
| Matisse Capital | History | No change | 7,200 | 303 | 0.13% | 0.14% | 402 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 7,156 | 302 | 0.25% | — | 403 | +7,156 | New | Q1 2026 | May 11, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | New | 7,108 | 300 | 0.05% | — | 404 | +7,108 | New | Q1 2026 | May 15, 2026 |
| 21 West Wealth Management LLC | History | Added to | 6,971 | 294 | 0.27% | 0.23% | 405 | +1,073 | 18.19% | Q1 2026 | Apr 15, 2026 |
| Ponta Wealth Partners, LLC | History | Reduced | 6,915 | 291 | 0.23% | 0.33% | 406 | -1,539 | -18.2% | Q1 2026 | May 11, 2026 |
| LifeSteps Financial, Inc. | History | New | 6,877 | 290 | 0.18% | — | 407 | +6,877 | New | Q1 2026 | Apr 22, 2026 |
| Waverly Advisors, LLC | History | Reduced | 6,849 | 289 | 0.0% | 0.0% | 408 | -2,046 | -23.0% | Q1 2026 | May 15, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 6,770 | 285 | 0.11% | 0.12% | 409 | -23 | -0.34% | Q1 2026 | Apr 20, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 6,728 | 284 | 0.03% | 0.03% | 410 | +497 | 7.98% | Q1 2026 | Apr 27, 2026 |
| Avise Financial Cooperative, Inc. | History | New | 6,545 | 276 | 0.23% | — | 411 | +6,545 | New | Q1 2026 | Apr 22, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 6,490 | 274 | 0.24% | 0.24% | 412 | +260 | 4.17% | Q1 2026 | May 04, 2026 |
| Passive Capital Management, LLC. | History | New | 6,475 | 273 | 0.08% | — | 413 | +6,475 | New | Q1 2026 | May 14, 2026 |
| Rise Advisors, LLC | History | Added to | 6,463 | 272 | 0.1% | 0.1% | 414 | +45 | 0.7% | Q1 2026 | Apr 03, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 6,402 | 270 | 0.07% | 0.07% | 415 | +342 | 5.64% | Q1 2026 | Apr 29, 2026 |
| XTX Topco Ltd | History | New | 6,198 | 261 | 0.0% | — | 416 | +6,198 | New | Q1 2026 | May 15, 2026 |
| Burton Enright Welch | History | New | 6,140 | 259 | 0.04% | — | 417 | +6,140 | New | Q1 2026 | May 01, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 6,117 | 258 | 0.12% | 0.12% | 418 | +150 | 2.51% | Q1 2026 | May 14, 2026 |
| CVA Family Office, LLC | History | Added to | 6,042 | 255 | 0.03% | 0.03% | 419 | +31 | 0.52% | Q1 2026 | Apr 29, 2026 |
| Independent Advisor Alliance | History | New | 5,994 | 253 | 0.0% | — | 420 | +5,994 | New | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,973 | 252 | 0.0% | 0.0% | 421 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Planning Center, Inc. | History | No change | 5,854 | 247 | 0.03% | 0.03% | 422 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| LANE BROTHERS & CO INC | History | No change | 5,796 | 244 | 0.18% | 0.18% | 423 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Concorde Asset Management, LLC | History | No change | 5,705 | 242 | 0.1% | 0.1% | 424 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| New Capital Management LP | History | No change | 5,754 | 242 | 0.06% | 0.06% | 425 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Composition Wealth, LLC | History | Reduced | 5,660 | 238 | 0.0% | 0.01% | 426 | -5,170 | -47.74% | Q1 2026 | Apr 08, 2026 |
| Plotkin Financial Advisors, LLC | History | New | 5,579 | 235 | 0.12% | — | 427 | +5,579 | New | Q1 2026 | May 11, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 5,533 | 233 | 0.06% | 0.07% | 428 | -517 | -8.55% | Q1 2026 | Apr 14, 2026 |
| Keystone Financial Services | History | Added to | 5,351 | 225 | 0.07% | 0.07% | 429 | +67 | 1.27% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,371 | 224 | 0.0% | 0.0% | 431 | +2,993 | 125.86% | Q1 2026 | May 15, 2026 |
| Bay Capital Advisors, LLC | History | Reduced | 5,326 | 224 | 0.14% | 0.17% | 432 | -1,358 | -20.32% | Q1 2026 | Apr 22, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 5,311 | 224 | 0.01% | 0.0% | 430 | +104 | 2.0% | Q1 2026 | May 15, 2026 |
| Eaton-Cambridge Inc. | History | Added to | 5,229 | 220 | 0.07% | 0.07% | 435 | +507 | 10.74% | Q1 2026 | May 06, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 5,222 | 220 | 0.02% | 0.02% | 434 | -440 | -7.77% | Q1 2026 | Apr 22, 2026 |
| B&D White Capital Company, LLC | History | No change | 5,211 | 220 | 0.03% | 0.03% | 433 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TCFG Investment Advisors, LLC | History | New | 5,207 | 219 | 0.08% | — | 438 | +5,207 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 5,207 | 219 | 0.08% | 0.08% | 436 | +385 | 7.98% | Q1 2026 | Apr 23, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 5,202 | 219 | 0.02% | 0.02% | 437 | +38 | 0.74% | Q1 2026 | Apr 13, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 5,009 | 211 | 0.13% | 0.13% | 439 | -7 | -0.14% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 4,885 | 206 | 0.0% | — | 440 | +4,885 | New | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 4,381 | 185 | 0.04% | 0.01% | 441 | +3,334 | 318.43% | Q1 2026 | May 11, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 4,041 | 171 | 0.02% | 0.02% | 442 | -259 | -6.02% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 3,160 | 133 | 0.01% | 0.01% | 443 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,795 | 118 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,740 | 115 | 0.0% | 0.0% | 445 | +713 | 35.18% | Q1 2026 | May 01, 2026 |
| Nemes Rush Group LLC | History | Added to | 2,664 | 112 | 0.01% | 0.01% | 446 | +19 | 0.72% | Q1 2026 | Apr 21, 2026 |
| Blue Trust, Inc. | History | New | 2,572 | 108 | 0.0% | — | 448 | +2,572 | New | Q1 2026 | Apr 20, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 2,564 | 108 | 0.0% | 0.0% | 447 | -972 | -27.49% | Q1 2026 | May 15, 2026 |
| Clayton Financial Group LLC | History | No change | 2,471 | 104 | 0.05% | 0.05% | 449 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Fort Vancouver Investment Management, LLC | History | Reduced | 2,460 | 103 | 0.05% | 3.81% | 450 | -164,975 | -98.53% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 2,316 | 97 | 0.0% | — | 451 | +2,316 | New | Q1 2026 | May 19, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 2,025 | 85 | 0.06% | 0.04% | 452 | +625 | 44.64% | Q1 2026 | May 13, 2026 |
| Topsail Wealth Management, LLC | History | New | 1,927 | 81 | 0.01% | — | 453 | +1,927 | New | Q1 2026 | Apr 21, 2026 |
| WealthShield Partners, LLC | History | Added to | 1,788 | 75 | 0.01% | 0.01% | 454 | +12 | 0.68% | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | New | 1,721 | 72 | 0.0% | — | 455 | +1,721 | New | Q1 2026 | May 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,700 | 71 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Synergy Investment Management, LLC | History | New | 1,675 | 70 | 0.02% | — | 457 | +1,675 | New | Q1 2026 | May 14, 2026 |
| Silver Grove Financial Group, Inc. | History | Added to | 1,586 | 66 | 0.05% | 0.06% | 458 | +79 | 5.24% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,550 | 65 | 0.01% | 0.01% | 459 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 1,432 | 60 | 0.02% | 0.02% | 460 | +10 | 0.7% | Q1 2026 | Apr 24, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 1,351 | 57 | 0.01% | 0.01% | 461 | +10 | 0.75% | Q1 2026 | Apr 14, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 1,249 | 52 | 0.02% | 0.02% | 462 | -10 | -0.79% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Reduced | 1,159 | 48 | 0.0% | 0.0% | 463 | -946 | -44.94% | Q1 2026 | May 15, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 1,111 | 47 | 0.01% | 0.01% | 464 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KM Capital Management Ltd. | History | New | 1,088 | 45 | 0.03% | — | 466 | +1,088 | New | Q1 2026 | May 15, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 1,070 | 45 | 0.02% | 0.03% | 465 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 970 | 40 | 0.01% | 0.01% | 467 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 847 | 35 | 0.0% | 0.0% | 468 | +6 | 0.71% | Q1 2026 | Apr 14, 2026 |
| Arlington Trust Co LLC | History | New | 795 | 33 | 0.0% | — | 470 | +795 | New | Q1 2026 | Apr 08, 2026 |
| Golden State Wealth Management, LLC | History | No change | 785 | 33 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| COMERICA BANK | History | No change | 713 | 30 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kilter Group LLC | History | No change | 598 | 25 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 435 | 18 | 0.0% | — | 473 | +435 | New | Q1 2026 | May 08, 2026 |
| Colonial Trust Co / SC | History | Reduced | 405 | 17 | 0.0% | 0.0% | 474 | -23 | -5.37% | Q1 2026 | May 12, 2026 |
| Operose Advisors LLC | History | New | 379 | 16 | 0.0% | — | 475 | +379 | New | Q1 2026 | May 12, 2026 |
| Orion Capital Management LLC | History | No change | 253 | 10 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 167 | 7 | 0.0% | — | 477 | +167 | New | Q1 2026 | May 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 150 | 6 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 99 | 4 | 0.0% | 0.0% | 479 | -13,468 | -99.27% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 88 | 3 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 78 | 3 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | New | 48 | 2 | 0.0% | — | 482 | +48 | New | Q1 2026 | May 12, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 31 | 1 | 0.0% | 0.0% | 483 | -120 | -79.47% | Q1 2026 | Apr 23, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 38 | 1 | 0.0% | — | 484 | +38 | New | Q1 2026 | May 06, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 8.66% | — | -526,635 | -100.0% | Q1 2026 | May 07, 2026 |
| Tradewinds, LLC. | History | Closed out | 0 | 0 | — | 2.2% | — | -216,388 | -100.0% | Q1 2026 | May 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.01% | — | -156,356 | -100.0% | Q1 2026 | May 01, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -70,641 | -100.0% | Q1 2026 | May 01, 2026 |
| Balance Wealth, LLC | History | Closed out | 0 | 0 | — | 0.8% | — | -58,851 | -100.0% | Q1 2026 | Apr 20, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -53,252 | -100.0% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -44,185 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -39,838 | -100.0% | Q1 2026 | Apr 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,798 | -100.0% | Q1 2026 | May 15, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -19,924 | -100.0% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -12,180 | -100.0% | Q1 2026 | May 04, 2026 |
| FSA Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -12,137 | -100.0% | Q1 2026 | May 06, 2026 |
| Midwest Heritage Bank, FSB | History | Closed out | 0 | 0 | — | 0.16% | — | -10,989 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Sepio Capital, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -7,647 | -100.0% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,989 | -100.0% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,307 | -100.0% | Q1 2026 | May 14, 2026 |
| Legacy Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,905 | -100.0% | Q1 2026 | Apr 30, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,575 | -100.0% | Q1 2026 | Apr 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -2,058 | -99.95% | Q1 2026 | May 13, 2026 |
| BankChampaign, National Association | History | Reduced | 20 | 0 | — | — | — | -980 | -98.0% | Q1 2026 | May 21, 2026 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -359 | -100.0% | Q1 2026 | Apr 17, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -238 | -100.0% | Q1 2026 | May 14, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q1 2026 | May 19, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q1 2026 | Apr 14, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | Apr 23, 2026 |