Dimensional ETF Trust - DFEM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Forum Financial Management, LP | History | Reduced | 16,404,290 | 566,768 | 8.02% | 7.57% | 1 | -1,181,084 | -6.72% | Q1 2026 | Apr 23, 2026 |
| Focus Partners Wealth | History | Added to | 9,014,872 | 311,797 | 0.35% | 0.32% | 2 | +652,903 | 7.81% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 7,702,569 | 265,962 | 2.68% | 2.85% | 3 | +685,041 | 9.76% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 7,035,546 | 243,052 | 0.35% | 0.31% | 4 | +16,774 | 0.24% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 5,345,392 | 184,683 | 1.03% | 0.92% | 5 | +378,216 | 7.61% | Q1 2026 | Apr 30, 2026 |
| Truepoint, Inc. | History | Added to | 5,286,463 | 182,647 | 4.07% | 3.72% | 6 | +289,046 | 5.78% | Q1 2026 | May 08, 2026 |
| Savant Capital, LLC | History | Added to | 4,227,172 | 146,048 | 0.71% | 0.5% | 7 | +1,579,336 | 59.65% | Q1 2026 | May 04, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 3,249,517 | 132,710 | 2.63% | 2.59% | 8 | +131,004 | 4.2% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 3,220,182 | 111,257 | 0.12% | 0.14% | 9 | -540,004 | -14.36% | Q1 2026 | May 05, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 3,091,483 | 106,810 | 2.03% | 1.76% | 10 | +269,872 | 9.56% | Q1 2026 | May 01, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 2,677,850 | 92,519 | 5.73% | 5.53% | 11 | -70,780 | -2.58% | Q1 2026 | Apr 22, 2026 |
| Asset Dedication, LLC | History | No change | 2,616,035 | 86,538 | 5.68% | 5.68% | 12 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Evensky & Katz LLC | History | Reduced | 2,363,205 | 81,649 | 4.64% | 4.51% | 13 | -52,099 | -2.16% | Q1 2026 | Apr 22, 2026 |
| Greenspring Advisors, LLC | History | Added to | 2,314,462 | 79,964 | 4.87% | 4.67% | 14 | +13,707 | 0.6% | Q1 2026 | May 04, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 2,312,160 | 79,885 | 2.2% | 1.98% | 15 | +182,535 | 8.57% | Q1 2026 | May 07, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 2,254,397 | 77,889 | 5.57% | 5.16% | 16 | +161,334 | 7.71% | Q1 2026 | Apr 29, 2026 |
| MASECO LLP | History | Added to | 2,245,751 | 77,534 | 2.43% | 3.01% | 17 | +158,072 | 7.57% | Q1 2026 | Apr 21, 2026 |
| LPL Financial LLC | History | Added to | 2,055,130 | 71,004 | 0.02% | 0.02% | 18 | +56,907 | 2.85% | Q1 2026 | May 06, 2026 |
| RW Investment Management LLC | History | New | 1,972,853 | 68,162 | 6.6% | — | 19 | +1,972,853 | New | Q1 2026 | Apr 28, 2026 |
| Apella Capital, LLC | History | Added to | 1,657,178 | 63,983 | 0.95% | 0.9% | 20 | +285,061 | 20.78% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Added to | 1,827,269 | 63,132 | 0.17% | 0.15% | 21 | +152,408 | 9.1% | Q1 2026 | May 14, 2026 |
| AWM CAPITAL, LLC | History | Added to | 1,807,261 | 62,440 | 5.65% | 5.42% | 22 | +1,040 | 0.06% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,745,554 | 60,308 | 0.32% | 0.4% | 23 | +41,958 | 2.46% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,737,396 | 60,027 | 0.02% | 0.02% | 24 | +68,812 | 4.12% | Q1 2026 | May 13, 2026 |
| Heritage Financial Services, LLC | History | No change | 1,741,258 | 57,600 | 4.81% | 4.81% | 25 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Sageworth Trust Co | History | Added to | 1,649,406 | 56,986 | 2.45% | 2.18% | 26 | +111,133 | 7.22% | Q1 2026 | Apr 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,494,924 | 51,649 | 0.01% | 0.01% | 27 | +393,407 | 35.72% | Q1 2026 | May 04, 2026 |
| Symmetry Partners, LLC | History | Added to | 1,472,478 | 50,874 | 2.91% | 2.8% | 28 | +41,831 | 2.92% | Q1 2026 | Apr 27, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 1,438,629 | 49,704 | 5.49% | 5.72% | 29 | -13,863 | -0.95% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 1,343,643 | 46,422 | 0.05% | 0.04% | 30 | +315,699 | 30.71% | Q1 2026 | May 13, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 1,272,479 | 43,964 | 11.66% | 11.56% | 31 | -9,281 | -0.72% | Q1 2026 | May 05, 2026 |
| Plancorp, LLC | History | Added to | 1,100,863 | 40,500 | 1.15% | 0.96% | 32 | +136,127 | 14.11% | Q1 2026 | Apr 14, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 1,102,285 | 40,387 | 9.4% | 9.25% | 33 | +12,396 | 1.14% | Q1 2026 | Apr 10, 2026 |
| BRIGHTON JONES LLC | History | Added to | 1,127,131 | 38,942 | 1.64% | 1.31% | 34 | +53,645 | 5.0% | Q1 2026 | Apr 28, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 1,119,116 | 38,665 | 6.9% | 6.56% | 35 | +57,110 | 5.38% | Q1 2026 | May 01, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 1,107,968 | 38,280 | 2.78% | 2.58% | 36 | -103,802 | -8.57% | Q1 2026 | Apr 16, 2026 |
| JANE STREET GROUP, LLC | History | New | 1,100,820 | 38,033 | 0.0% | — | 37 | +1,100,820 | New | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 1,081,245 | 37,357 | 0.37% | 0.35% | 38 | +16,959 | 1.59% | Q1 2026 | May 08, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 1,062,087 | 36,695 | 3.76% | 3.82% | 39 | +8,646 | 0.82% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,054,229 | 36,423 | 0.05% | 0.05% | 40 | +82,045 | 8.44% | Q1 2026 | May 15, 2026 |
| Elser Financial Planning, Inc | History | New | 1,043,991 | 35,741 | 1.73% | — | 41 | +1,043,991 | New | Q1 2026 | Apr 15, 2026 |
| Burton Enright Welch | History | Reduced | 1,031,628 | 35,642 | 4.85% | 4.81% | 42 | -1,609 | -0.16% | Q1 2026 | May 01, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 1,030,428 | 35,601 | 5.49% | 5.46% | 43 | +6,169 | 0.6% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 999,519 | 34,533 | 0.38% | 0.23% | 44 | +490,536 | 96.38% | Q1 2026 | May 15, 2026 |
| Kooman & Associates | History | Reduced | 999,510 | 34,533 | 10.3% | 9.89% | 45 | -11,477 | -1.14% | Q1 2026 | Apr 21, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 965,195 | 33,347 | 9.38% | 9.04% | 46 | +7,469 | 0.78% | Q1 2026 | May 01, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 941,289 | 32,521 | 2.92% | 2.99% | 47 | -29,768 | -3.07% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Added to | 925,468 | 31,975 | 0.06% | 0.06% | 48 | +35,688 | 4.01% | Q1 2026 | May 14, 2026 |
| First Financial Bank - Trust Division | History | Added to | 906,047 | 31,304 | 2.52% | 2.26% | 49 | +76,030 | 9.16% | Q1 2026 | Apr 01, 2026 |
| Miramar Fiduciary Corp | History | Reduced | 902,483 | 31,180 | 25.56% | 25.18% | 50 | -81,294 | -8.26% | Q1 2026 | Apr 29, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 902,335 | 31,175 | 2.96% | 2.84% | 51 | +26,895 | 3.07% | Q1 2026 | May 13, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 877,152 | 30,305 | 9.24% | 9.37% | 52 | +9,623 | 1.11% | Q1 2026 | Apr 29, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 868,700 | 30,013 | 6.32% | 6.26% | 53 | +37,875 | 4.56% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 804,302 | 27,788 | 0.0% | 0.0% | 54 | +53,111 | 7.07% | Q1 2026 | May 15, 2026 |
| Sensible Money, LLC | History | Added to | 752,742 | 26,007 | 7.91% | 7.65% | 55 | +28,640 | 3.96% | Q1 2026 | Apr 21, 2026 |
| Syverson Strege & Co | History | Reduced | 747,068 | 25,811 | 6.21% | 5.92% | 56 | -9,474 | -1.25% | Q1 2026 | May 04, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 740,196 | 25,573 | 2.76% | 2.65% | 57 | +4,767 | 0.65% | Q1 2026 | Apr 08, 2026 |
| Financial Plan, Inc. | History | Added to | 730,190 | 25,228 | 2.7% | 2.53% | 58 | +62,772 | 9.41% | Q1 2026 | Apr 24, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 717,137 | 24,777 | 0.99% | 0.96% | 59 | -5,902 | -0.82% | Q1 2026 | Apr 28, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 706,356 | 24,405 | 0.31% | 0.25% | 60 | +97,647 | 16.04% | Q1 2026 | May 15, 2026 |
| Peterson Wealth Advisors, LLC | History | Reduced | 700,249 | 24,193 | 3.22% | 3.13% | 61 | -10,412 | -1.47% | Q1 2026 | Apr 09, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 688,384 | 23,783 | 1.23% | 1.14% | 62 | +39,196 | 6.04% | Q1 2026 | Apr 17, 2026 |
| RS CRUM INC. | History | Reduced | 678,243 | 23,433 | 4.53% | 4.55% | 63 | -10,056 | -1.46% | Q1 2026 | Apr 15, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 676,592 | 23,376 | 5.37% | 5.09% | 64 | -62 | -0.01% | Q1 2026 | Apr 10, 2026 |
| Eaton-Cambridge Inc. | History | Added to | 655,618 | 22,651 | 7.09% | 7.06% | 65 | +5,077 | 0.78% | Q1 2026 | May 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 653,812 | 22,589 | 0.05% | 0.04% | 66 | -13,531 | -2.03% | Q1 2026 | May 14, 2026 |
| RFG Advisory, LLC | History | Added to | 637,968 | 22,041 | 0.4% | 0.2% | 67 | +311,494 | 95.41% | Q1 2026 | Apr 17, 2026 |
| Premier Financial Group | History | Added to | 608,840 | 21,355 | 3.64% | 5.25% | 68 | +755 | 0.12% | Q1 2026 | May 05, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 614,698 | 21,237 | 4.37% | 4.42% | 69 | -34,163 | -5.27% | Q1 2026 | Apr 15, 2026 |
| Tencap Wealth Coaching, LLC | History | Reduced | 600,108 | 20,762 | 7.81% | 7.7% | 70 | -14,061 | -2.29% | Q1 2026 | Apr 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 598,414 | 20,675 | 0.03% | 0.03% | 71 | +3,699 | 0.62% | Q1 2026 | Apr 27, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 589,730 | 20,375 | 3.9% | 3.79% | 72 | +24,080 | 4.26% | Q1 2026 | Apr 24, 2026 |
| BCR Wealth Strategies, LLC | History | Added to | 587,683 | 20,304 | 6.36% | 6.28% | 73 | +14,863 | 2.59% | Q1 2026 | May 01, 2026 |
| Evanson Asset Management, LLC | History | Added to | 586,553 | 20,265 | 1.09% | 1.03% | 74 | +7,400 | 1.28% | Q1 2026 | Apr 08, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 580,417 | 20,053 | 5.5% | 6.49% | 75 | -95,357 | -14.11% | Q1 2026 | May 13, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 569,197 | 19,665 | 2.98% | 2.81% | 76 | +10,246 | 1.83% | Q1 2026 | May 01, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 561,409 | 19,396 | 5.09% | 4.95% | 77 | +821 | 0.15% | Q1 2026 | Apr 23, 2026 |
| Emprise Bank | History | Added to | 544,566 | 18,814 | 7.55% | 6.73% | 78 | +55,137 | 11.27% | Q1 2026 | Apr 20, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 543,826 | 18,789 | 7.78% | 7.56% | 79 | +1,155 | 0.21% | Q1 2026 | Apr 17, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 541,634 | 18,713 | 6.33% | 5.19% | 80 | -3,676 | -0.67% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Added to | 540,748 | 18,682 | 0.01% | 0.01% | 81 | +42,569 | 8.54% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Reduced | 535,848 | 18,513 | 0.52% | 0.58% | 82 | -68,831 | -11.38% | Q1 2026 | May 13, 2026 |
| Aspen Capital Management, LLC | History | Added to | 534,371 | 18,462 | 4.57% | 4.3% | 83 | +9,486 | 1.81% | Q1 2026 | Apr 17, 2026 |
| CAPSTONE CAPITAL LLC | History | Reduced | 524,272 | 18,113 | 11.67% | 11.37% | 84 | -4,931 | -0.93% | Q1 2026 | Apr 23, 2026 |
| SACHEM HILL LLC | History | Reduced | 514,846 | 17,787 | 3.45% | 3.34% | 85 | -4,898 | -0.94% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 507,422 | 17,531 | 0.19% | — | 86 | +507,422 | New | Q1 2026 | Apr 20, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 505,934 | 17,480 | 3.02% | 3.02% | 87 | +926 | 0.18% | Q1 2026 | Apr 08, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 495,857 | 17,131 | 4.81% | 4.62% | 88 | -415,799 | -45.61% | Q1 2026 | Apr 16, 2026 |
| Flagstone Financial Management | History | Reduced | 487,786 | 16,852 | 4.18% | 4.18% | 89 | -5,006 | -1.02% | Q1 2026 | Apr 27, 2026 |
| von Borstel & Associates, Inc. | History | Reduced | 483,300 | 16,698 | 3.82% | 3.99% | 90 | -30,787 | -5.99% | Q1 2026 | May 12, 2026 |
| Planning Center, Inc. | History | Reduced | 481,746 | 16,644 | 1.69% | 1.66% | 91 | -9,744 | -1.98% | Q1 2026 | Apr 28, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 480,638 | 16,606 | 4.62% | 4.45% | 92 | +35,744 | 8.03% | Q1 2026 | Apr 24, 2026 |
| Financial Planning Navigators CORP | History | Added to | 479,758 | 16,575 | 7.27% | 7.19% | 93 | +6,111 | 1.29% | Q1 2026 | Apr 21, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 477,032 | 16,481 | 6.45% | 6.48% | 94 | -15,234 | -3.09% | Q1 2026 | Apr 20, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 472,869 | 16,337 | 1.72% | 2.6% | 95 | +48,655 | 11.47% | Q1 2026 | Apr 17, 2026 |
| Allworth Financial LP | History | Added to | 466,637 | 16,122 | 0.07% | 0.05% | 96 | +126,816 | 37.32% | Q1 2026 | May 14, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 463,400 | 16,010 | 5.03% | 5.01% | 97 | -39,623 | -7.88% | Q1 2026 | Apr 23, 2026 |
| Financial Symmetry Inc | History | Added to | 410,023 | 15,941 | 5.66% | 5.2% | 98 | +24,606 | 6.38% | Q1 2026 | May 11, 2026 |
| Verisail Partners, LLC | History | Reduced | 460,927 | 15,925 | 6.46% | 6.36% | 99 | -7,134 | -1.52% | Q1 2026 | Apr 20, 2026 |
| Straight Path Wealth Management | History | Added to | 458,952 | 15,856 | 4.24% | 3.92% | 100 | +19,844 | 4.52% | Q1 2026 | Apr 22, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 458,758 | 15,850 | 5.97% | 5.75% | 101 | +4,695 | 1.03% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 455,424 | 15,735 | 0.04% | 0.03% | 102 | +119,467 | 35.56% | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | New | 449,339 | 15,524 | 0.0% | — | 103 | +449,339 | New | Q1 2026 | May 05, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 436,633 | 15,085 | 3.25% | 3.13% | 104 | +6,930 | 1.61% | Q1 2026 | May 06, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 435,848 | 15,058 | 0.24% | 0.25% | 105 | +101,424 | 30.33% | Q1 2026 | May 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 423,256 | 14,623 | 1.17% | 1.15% | 106 | +382 | 0.09% | Q1 2026 | May 15, 2026 |
| BFSG, LLC | History | Added to | 408,581 | 14,116 | 1.34% | 1.31% | 107 | +1,514 | 0.37% | Q1 2026 | Apr 28, 2026 |
| Hassell Wealth Management, LLC | History | Added to | 403,251 | 13,932 | 4.67% | 4.66% | 108 | +1,934 | 0.48% | Q1 2026 | Apr 30, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 396,178 | 13,687 | 5.15% | 4.87% | 109 | +14,680 | 3.85% | Q1 2026 | Apr 21, 2026 |
| Level Financial Advisors | History | Added to | 387,681 | 13,394 | 3.42% | 3.16% | 110 | +26,671 | 7.39% | Q1 2026 | Apr 10, 2026 |
| Cravens & Co Advisors, LLC | History | Added to | 387,691 | 13,394 | 8.7% | 8.67% | 111 | +3,109 | 0.81% | Q1 2026 | May 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 374,932 | 12,953 | 2.21% | 2.03% | 112 | +25,862 | 7.41% | Q1 2026 | Apr 15, 2026 |
| Rachor Investment Advisory Services, LLC | History | Reduced | 364,625 | 12,597 | 6.62% | 6.73% | 113 | -18,735 | -4.89% | Q1 2026 | May 07, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 337,622 | 12,421 | 1.12% | 2.5% | 114 | -432,884 | -56.18% | Q1 2026 | Apr 29, 2026 |
| Krilogy Financial LLC | History | Reduced | 327,231 | 12,382 | 0.4% | 0.41% | 115 | -14,828 | -4.33% | Q1 2026 | Apr 17, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 354,625 | 12,252 | 4.32% | 3.9% | 116 | +29,440 | 9.05% | Q1 2026 | Apr 21, 2026 |
| New Dimensions Wealth Management, LLC | History | Reduced | 349,966 | 12,091 | 10.29% | 10.3% | 117 | -14,233 | -3.91% | Q1 2026 | May 14, 2026 |
| Physician Wealth Solutions Inc. | History | Reduced | 347,110 | 11,992 | 4.96% | 5.0% | 118 | -9,567 | -2.68% | Q1 2026 | Apr 13, 2026 |
| BCU Wealth Advisors, LLC | History | Reduced | 346,910 | 11,985 | 4.47% | 4.54% | 119 | -11,522 | -3.21% | Q1 2026 | Apr 20, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 345,770 | 11,946 | 1.8% | 1.61% | 120 | +35,993 | 11.62% | Q1 2026 | Apr 14, 2026 |
| JGP Wealth Management, LLC | History | Added to | 345,414 | 11,934 | 1.24% | 1.17% | 121 | +6,834 | 2.02% | Q1 2026 | Apr 08, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 344,552 | 11,904 | 5.59% | 5.25% | 122 | +27,451 | 8.66% | Q1 2026 | Apr 14, 2026 |
| Blume Capital Management, Inc. | History | Added to | 343,736 | 11,876 | 2.02% | 2.02% | 123 | +8,175 | 2.44% | Q1 2026 | May 01, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 342,787 | 11,843 | 6.79% | 5.82% | 124 | +5,079 | 1.5% | Q1 2026 | Apr 17, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 339,507 | 11,725 | 4.0% | 3.61% | 125 | +37,077 | 12.26% | Q1 2026 | Apr 14, 2026 |
| Trust Co of the South | History | Added to | 338,197 | 11,684 | 1.88% | 1.75% | 126 | +8,328 | 2.52% | Q1 2026 | Apr 06, 2026 |
| Watchman Group, Inc. | History | Reduced | 330,236 | 11,409 | 2.76% | 2.67% | 127 | -7,622 | -2.26% | Q1 2026 | Apr 20, 2026 |
| Causey Wealth LLC | History | Reduced | 327,277 | 11,307 | 4.8% | 5.34% | 128 | -3,537 | -1.07% | Q1 2026 | May 12, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 324,748 | 11,220 | 2.67% | 2.37% | 129 | +31,559 | 10.76% | Q1 2026 | Apr 22, 2026 |
| Vannoy Advisory Group, Inc. | History | Reduced | 319,002 | 11,021 | 6.98% | 6.81% | 130 | -5,656 | -1.74% | Q1 2026 | Apr 22, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 318,884 | 11,017 | 1.46% | 1.42% | 131 | +21,033 | 7.06% | Q1 2026 | May 11, 2026 |
| Burk Holdings LLC | History | Added to | 318,891 | 11,017 | 4.72% | 4.93% | 132 | +6,143 | 1.96% | Q1 2026 | May 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 316,395 | 10,931 | 0.41% | 0.38% | 133 | -253 | -0.08% | Q1 2026 | May 11, 2026 |
| Prospect Financial Group LLC | History | Reduced | 315,864 | 10,913 | 10.08% | 9.9% | 134 | -5,902 | -1.83% | Q1 2026 | May 05, 2026 |
| Factor Wealth Management LTD | History | Added to | 315,453 | 10,898 | 2.05% | 1.5% | 135 | +105,116 | 49.98% | Q1 2026 | Apr 20, 2026 |
| Midwest Trust Co | History | Added to | 311,106 | 10,748 | 0.13% | 0.12% | 136 | +26,846 | 9.44% | Q1 2026 | May 01, 2026 |
| Mattern Wealth Management LLC | History | Added to | 307,219 | 10,614 | 2.07% | 1.87% | 137 | +14,192 | 4.84% | Q1 2026 | Apr 23, 2026 |
| Versant Capital Management, Inc | History | Added to | 306,629 | 10,594 | 1.04% | 1.02% | 138 | +60,418 | 24.54% | Q1 2026 | Apr 06, 2026 |
| Mills Wealth Advisors LLC | History | Reduced | 304,956 | 10,536 | 3.68% | 4.09% | 139 | -8,813 | -2.81% | Q1 2026 | Apr 24, 2026 |
| Fortitude Family Office, LLC | History | Added to | 303,686 | 10,492 | 2.34% | 2.09% | 140 | +32,429 | 11.96% | Q1 2026 | Apr 15, 2026 |
| Ruedi Wealth Management, Inc. | History | Reduced | 302,689 | 10,457 | 2.69% | 2.68% | 141 | -6,379 | -2.06% | Q1 2026 | May 01, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 300,436 | 10,380 | 2.95% | 3.0% | 142 | +5,738 | 1.95% | Q1 2026 | Apr 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 298,147 | 10,300 | 0.13% | 0.12% | 143 | +31,797 | 11.94% | Q1 2026 | May 11, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 294,570 | 10,177 | 1.84% | 0.87% | 144 | +156,511 | 113.37% | Q1 2026 | Apr 13, 2026 |
| Timonier Family Office, LTD. | History | No change | 305,037 | 10,090 | 3.2% | 3.2% | 145 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| One Degree Advisors Inc | History | Added to | 290,920 | 10,051 | 2.64% | 2.46% | 146 | +20,813 | 7.71% | Q1 2026 | May 01, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 277,714 | 9,595 | 2.88% | 2.73% | 147 | +9,620 | 3.59% | Q1 2026 | Apr 29, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 248,043 | 9,576 | 3.94% | 3.71% | 148 | +6,883 | 2.85% | Q1 2026 | Apr 22, 2026 |
| United Wealth Management, LLC | History | Added to | 273,183 | 9,438 | 2.35% | 2.3% | 149 | +4,756 | 1.77% | Q1 2026 | May 01, 2026 |
| Friday Financial | History | Reduced | 270,082 | 9,331 | 3.22% | 3.23% | 150 | -6,929 | -2.5% | Q1 2026 | Apr 16, 2026 |
| American Investment Services, Inc. | History | Added to | 269,564 | 9,313 | 2.08% | 2.04% | 151 | +4,179 | 1.57% | Q1 2026 | May 13, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 269,104 | 9,297 | 4.08% | 4.06% | 152 | +2,630 | 0.99% | Q1 2026 | Apr 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 268,823 | 9,287 | 0.07% | 0.11% | 153 | +492 | 0.18% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 265,241 | 9,164 | 0.0% | — | 154 | +265,241 | New | Q1 2026 | May 15, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 263,589 | 9,106 | 5.21% | 4.64% | 155 | +49,212 | 22.96% | Q1 2026 | May 11, 2026 |
| BCO Wealth Management LLC | History | Added to | 259,171 | 8,954 | 5.38% | 5.22% | 156 | +1,968 | 0.77% | Q1 2026 | Apr 16, 2026 |
| SwitchPoint Financial Planning, LLC | History | Added to | 257,206 | 8,886 | 6.03% | 5.79% | 157 | +7,227 | 2.89% | Q1 2026 | Apr 29, 2026 |
| XY Planning Network, Inc. | History | Added to | 253,398 | 8,818 | 1.41% | 1.38% | 158 | +13,592 | 5.67% | Q1 2026 | Apr 14, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 252,381 | 8,719 | 3.66% | 3.53% | 159 | +11,890 | 4.94% | Q1 2026 | Apr 08, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 249,065 | 8,605 | 1.3% | 1.24% | 160 | +7,642 | 3.17% | Q1 2026 | Apr 22, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Reduced | 248,400 | 8,582 | 4.92% | 5.09% | 161 | -156 | -0.06% | Q1 2026 | Apr 23, 2026 |
| DAVENPORT & Co LLC | History | Added to | 247,167 | 8,539 | 0.05% | 0.04% | 162 | +15,973 | 6.91% | Q1 2026 | Apr 15, 2026 |
| Lutz Financial Services LLC | History | Added to | 245,676 | 8,488 | 0.57% | 0.54% | 163 | +5,501 | 2.29% | Q1 2026 | May 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 243,468 | 8,411 | 0.47% | 0.41% | 164 | +25,938 | 11.92% | Q1 2026 | Apr 20, 2026 |
| B&D White Capital Company, LLC | History | Added to | 242,203 | 8,368 | 1.03% | 0.82% | 165 | +28,180 | 13.17% | Q1 2026 | May 13, 2026 |
| Clarity Wealth Development LLC | History | Added to | 237,375 | 8,201 | 6.69% | 6.27% | 166 | +13,327 | 5.95% | Q1 2026 | Apr 22, 2026 |
| Tillman Hartley LLC | History | Reduced | 237,331 | 8,199 | 2.06% | 2.12% | 167 | -17,949 | -7.03% | Q1 2026 | May 08, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 236,948 | 8,186 | 3.61% | 3.41% | 168 | +6,523 | 2.83% | Q1 2026 | Apr 06, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 231,412 | 7,995 | 2.43% | 2.1% | 169 | +28,072 | 13.81% | Q1 2026 | Apr 15, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 229,480 | 7,928 | 2.06% | 1.96% | 170 | -824 | -0.36% | Q1 2026 | Apr 15, 2026 |
| Passive Capital Management, LLC. | History | Added to | 228,197 | 7,884 | 2.35% | 2.25% | 171 | +10,221 | 4.69% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 227,371 | 7,855 | 0.0% | 0.01% | 172 | -20,868 | -8.41% | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 226,717 | 7,833 | 0.02% | 0.02% | 173 | -35,865 | -13.66% | Q1 2026 | May 04, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 223,810 | 7,732 | 0.44% | 0.49% | 174 | -23,678 | -9.57% | Q1 2026 | Apr 09, 2026 |
| Pacific Asset Management, LLC | History | Added to | 221,286 | 7,645 | 4.27% | 4.23% | 175 | +8,261 | 3.88% | Q1 2026 | May 01, 2026 |
| Financial Harvest, LLC | History | Added to | 220,589 | 7,621 | 4.49% | 4.3% | 176 | +9,980 | 4.74% | Q1 2026 | May 05, 2026 |
| O'Connor Financial Group LLC | History | Reduced | 219,814 | 7,594 | 3.11% | 3.13% | 177 | -872 | -0.4% | Q1 2026 | Apr 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 218,740 | 7,557 | 0.06% | 0.05% | 178 | +4,526 | 2.11% | Q1 2026 | May 13, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 218,275 | 7,541 | 3.32% | 3.09% | 179 | -111 | -0.05% | Q1 2026 | May 05, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 217,003 | 7,497 | 1.35% | 1.32% | 180 | -2,117 | -0.97% | Q1 2026 | May 15, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 214,986 | 7,428 | 0.93% | 0.93% | 181 | -2,297 | -1.06% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 214,180 | 7,399 | 0.01% | 0.01% | 182 | +35,094 | 19.6% | Q1 2026 | Apr 27, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 201,838 | 6,973 | 0.96% | 5.25% | 183 | -891,783 | -81.54% | Q1 2026 | Apr 16, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 190,297 | 6,574 | 1.78% | 1.87% | 184 | -15,016 | -7.31% | Q1 2026 | May 12, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 189,774 | 6,556 | 0.85% | 0.82% | 185 | +3,529 | 1.89% | Q1 2026 | Apr 20, 2026 |
| HB Wealth Management, LLC | History | Reduced | 187,995 | 6,495 | 0.04% | 0.04% | 186 | -12,791 | -6.37% | Q1 2026 | Apr 27, 2026 |
| Longview Financial Advisors LLC | History | Added to | 183,575 | 6,342 | 3.45% | 3.31% | 187 | +2,097 | 1.16% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 182,731 | 6,313 | 0.02% | 0.02% | 188 | +11,980 | 7.02% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 180,357 | 6,231 | 0.0% | 0.0% | 189 | +41,011 | 29.43% | Q1 2026 | May 14, 2026 |
| SageOak Financial, LLC | History | Reduced | 179,217 | 6,191 | 4.35% | 4.36% | 190 | -3,093 | -1.7% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 176,644 | 6,103 | 0.0% | 0.0% | 191 | +90,040 | 103.97% | Q1 2026 | May 15, 2026 |
| E-Wealth Partners, LLC | History | No change | 182,507 | 6,037 | 5.07% | 5.07% | 192 | 0 | 0.0% | Q4 2025 | May 13, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 174,654 | 6,032 | 2.83% | 3.02% | 193 | +4,893 | 2.88% | Q1 2026 | Apr 14, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 172,560 | 5,961 | 0.81% | 0.43% | 194 | +85,424 | 98.04% | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 172,545 | 5,961 | 0.14% | 0.13% | 195 | +12,984 | 8.14% | Q1 2026 | May 04, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 169,612 | 5,902 | 0.1% | 0.1% | 196 | -2,458 | -1.43% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 170,685 | 5,897 | 0.01% | 0.01% | 197 | -106,304 | -38.38% | Q1 2026 | May 15, 2026 |
| LifeGuide Financial Advisors, LLC | History | Added to | 167,539 | 5,788 | 1.85% | 1.76% | 198 | +10,293 | 6.55% | Q1 2026 | Apr 08, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Reduced | 166,953 | 5,768 | 3.25% | 3.3% | 199 | -11,430 | -6.41% | Q1 2026 | May 14, 2026 |
| Vantage Point Financial LLC | History | Reduced | 165,598 | 5,721 | 2.01% | 2.13% | 200 | -14,066 | -7.83% | Q1 2026 | May 01, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 164,437 | 5,681 | 3.07% | 3.02% | 201 | +5,091 | 3.19% | Q1 2026 | May 14, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 161,993 | 5,596 | 2.9% | 2.35% | 202 | -2,693 | -1.64% | Q1 2026 | Apr 21, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 161,113 | 5,566 | 1.67% | 1.56% | 203 | +6,566 | 4.25% | Q1 2026 | Apr 10, 2026 |
| HBE Wealth Management, LLC | History | Added to | 158,508 | 5,476 | 4.77% | 4.56% | 204 | +11,927 | 8.14% | Q1 2026 | Apr 28, 2026 |
| Foundry Financial LLC | History | Added to | 157,345 | 5,436 | 2.3% | 2.38% | 205 | +20,483 | 14.97% | Q1 2026 | Apr 21, 2026 |
| Vistica Wealth Advisors, LLC | History | Reduced | 155,329 | 5,366 | 5.35% | 5.39% | 206 | -8,476 | -5.17% | Q1 2026 | Apr 23, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 154,978 | 5,354 | 1.31% | 0.79% | 207 | +74,075 | 91.56% | Q1 2026 | Apr 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 156,543 | 5,231 | 0.0% | 0.0% | 208 | +46,581 | 42.36% | Q1 2026 | May 13, 2026 |
| Cloud Capital Management, LLC | History | Added to | 150,562 | 5,199 | 2.27% | 1.69% | 209 | +42,234 | 38.99% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 149,318 | 5,159 | 0.04% | — | 210 | +149,318 | New | Q1 2026 | Apr 07, 2026 |
| Sensenig Capital Advisors, Inc | History | Reduced | 149,047 | 5,149 | 5.28% | 5.96% | 211 | -28,309 | -15.96% | Q1 2026 | Apr 14, 2026 |
| Prism Planning Partners LLC | History | Added to | 147,091 | 5,082 | 6.01% | 5.29% | 212 | +4,617 | 3.24% | Q1 2026 | May 12, 2026 |
| NorthAvenue LLC | History | Reduced | 146,156 | 5,049 | 4.01% | 4.06% | 213 | -2,238 | -1.51% | Q1 2026 | Apr 15, 2026 |
| Avant Financial Advisors LLC | History | Added to | 137,473 | 4,749 | 3.34% | 3.26% | 214 | +436 | 0.32% | Q1 2026 | Apr 23, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 136,637 | 4,720 | 0.02% | 0.02% | 215 | -3,433 | -2.45% | Q1 2026 | May 14, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 135,483 | 4,680 | 0.25% | 0.25% | 216 | -497 | -0.37% | Q1 2026 | Apr 27, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | Added to | 135,143 | 4,669 | 4.15% | 3.98% | 217 | +6,842 | 5.33% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 134,756 | 4,655 | 0.0% | 0.0% | 218 | +50,509 | 59.95% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 131,587 | 4,579 | 0.04% | 0.03% | 219 | +59,321 | 82.09% | Q1 2026 | Apr 07, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 132,269 | 4,569 | 1.44% | 1.53% | 220 | -2,045 | -1.52% | Q1 2026 | Apr 15, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 132,011 | 4,560 | 2.66% | 2.81% | 221 | -8,788 | -6.24% | Q1 2026 | May 07, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 130,964 | 4,524 | 3.04% | 2.93% | 222 | +1,044 | 0.8% | Q1 2026 | Apr 16, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 125,220 | 4,456 | 0.07% | — | 223 | +125,220 | New | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 128,722 | 4,447 | 0.0% | — | 224 | +128,722 | New | Q1 2026 | May 13, 2026 |
| BetterWealth, LLC | History | Reduced | 127,767 | 4,414 | 0.87% | 0.97% | 225 | -1,363 | -1.06% | Q1 2026 | Apr 24, 2026 |
| Aspen Wealth Management LLC | History | Added to | 127,147 | 4,392 | 0.88% | 0.68% | 226 | +29,407 | 30.09% | Q1 2026 | Apr 01, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Reduced | 126,761 | 4,379 | 2.28% | 2.32% | 227 | -2,625 | -2.03% | Q1 2026 | Apr 20, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 108,245 | 4,374 | 0.26% | 0.22% | 228 | +10,443 | 10.68% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 125,961 | 4,351 | 0.0% | — | 229 | +125,961 | New | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Added to | 125,845 | 4,347 | 0.19% | 0.18% | 230 | +3,694 | 3.02% | Q1 2026 | May 13, 2026 |
| American Capital Advisory, LLC | History | Added to | 124,174 | 4,290 | 1.73% | 1.54% | 231 | +16,480 | 15.3% | Q1 2026 | Apr 29, 2026 |
| Sageworth Trust Co of South Dakota | History | Added to | 120,544 | 4,164 | 3.3% | 3.24% | 232 | +508 | 0.42% | Q1 2026 | Apr 29, 2026 |
| Avior Wealth Management, LLC | History | Added to | 120,149 | 4,151 | 0.12% | 0.12% | 233 | +3,122 | 2.67% | Q1 2026 | Apr 09, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 119,559 | 4,130 | 1.65% | 1.61% | 234 | +1,180 | 1.0% | Q1 2026 | May 12, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 118,967 | 4,110 | 0.21% | 0.21% | 235 | -1,827 | -1.51% | Q1 2026 | May 15, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 110,966 | 4,082 | 0.49% | 0.48% | 236 | +611 | 0.55% | Q1 2026 | Apr 22, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 115,934 | 4,005 | 0.4% | 0.37% | 237 | +2,056 | 1.81% | Q1 2026 | May 05, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 115,621 | 3,994 | 0.06% | 0.07% | 238 | +2,021 | 1.78% | Q1 2026 | Apr 22, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 114,788 | 3,965 | 0.53% | 0.48% | 239 | +11,891 | 11.56% | Q1 2026 | Apr 13, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 111,302 | 3,845 | 0.47% | 0.47% | 240 | -1,499 | -1.33% | Q1 2026 | Apr 23, 2026 |
| M Holdings Securities, Inc. | History | Added to | 98,384 | 3,791 | 0.26% | 0.23% | 241 | +1,606 | 1.66% | Q1 2026 | May 12, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 109,397 | 3,779 | 1.78% | 1.79% | 242 | -9,834 | -8.25% | Q1 2026 | May 08, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 109,028 | 3,766 | 1.0% | 0.94% | 243 | +636 | 0.59% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 108,500 | 3,748 | 0.0% | — | 244 | +108,500 | New | Q1 2026 | May 15, 2026 |
| Family Office Research LLC | History | Reduced | 108,015 | 3,731 | 1.62% | 1.46% | 245 | -356 | -0.33% | Q1 2026 | May 13, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 105,727 | 3,652 | 3.08% | 2.91% | 246 | +6,031 | 6.05% | Q1 2026 | Apr 21, 2026 |
| Wheels Up Wealth, Inc. | History | Reduced | 105,015 | 3,628 | 3.41% | 3.31% | 247 | -2,258 | -2.1% | Q1 2026 | May 12, 2026 |
| Sowell Financial Services LLC | History | Added to | 103,570 | 3,578 | 0.13% | 0.13% | 248 | +545 | 0.53% | Q1 2026 | Apr 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 102,011 | 3,524 | 0.01% | 0.01% | 249 | +4,312 | 4.41% | Q1 2026 | May 14, 2026 |
| Five Oceans Advisors | History | Reduced | 100,442 | 3,470 | 1.26% | 1.21% | 250 | -3,495 | -3.36% | Q1 2026 | Apr 07, 2026 |
| Platform Wealth Management, LLC | History | No change | 104,901 | 3,470 | 0.92% | 0.92% | 251 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 97,762 | 3,377 | 1.6% | 1.61% | 252 | +1,718 | 1.79% | Q1 2026 | May 01, 2026 |
| Shore Point Advisors, LLC | History | Added to | 96,744 | 3,342 | 1.32% | 1.26% | 253 | +6,681 | 7.42% | Q1 2026 | Apr 08, 2026 |
| Strengthening Families & Communities, LLC | History | Added to | 96,688 | 3,340 | 0.83% | 0.99% | 254 | +12,336 | 14.62% | Q1 2026 | May 11, 2026 |
| Capstone Wealth Management, LLC | History | Added to | 96,331 | 3,328 | 2.32% | 2.22% | 255 | +4,499 | 4.9% | Q1 2026 | Apr 16, 2026 |
| Total Wealth Planning, LLC | History | No change | 100,344 | 3,319 | 7.1% | 7.1% | 256 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 84,948 | 3,279 | 0.23% | 0.22% | 257 | -4,178 | -4.69% | Q1 2026 | Apr 29, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 94,899 | 3,278 | 2.21% | 2.23% | 258 | -3,479 | -3.54% | Q1 2026 | Apr 16, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 94,530 | 3,266 | 0.34% | 0.19% | 259 | +41,418 | 77.98% | Q1 2026 | Apr 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 94,264 | 3,256 | 0.1% | 0.11% | 260 | +4,714 | 5.26% | Q1 2026 | May 15, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 94,191 | 3,254 | 0.6% | 0.68% | 261 | -6,560 | -6.51% | Q1 2026 | Apr 30, 2026 |
| AA Financial Advisors, LLC | History | New | 91,908 | 3,175 | 0.45% | — | 262 | +91,908 | New | Q1 2026 | Apr 20, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Added to | 91,591 | 3,164 | 2.4% | 1.88% | 263 | +18,739 | 25.72% | Q1 2026 | May 14, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 90,958 | 3,142 | 0.18% | 0.21% | 264 | -16,423 | -15.29% | Q1 2026 | Apr 30, 2026 |
| CSP Financial Group, LLC | History | New | 90,559 | 3,128 | 3.2% | — | 265 | +90,559 | New | Q1 2026 | May 08, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 80,156 | 3,092 | 0.07% | 0.05% | 266 | +28,522 | 55.24% | Q1 2026 | May 04, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Added to | 87,023 | 3,006 | 3.09% | 3.17% | 267 | +5,150 | 6.29% | Q1 2026 | May 04, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 84,979 | 2,953 | 0.67% | 0.72% | 268 | -58,154 | -40.63% | Q1 2026 | Apr 14, 2026 |
| JNBA Financial Advisors | History | Reduced | 85,189 | 2,943 | 0.25% | 0.26% | 269 | -4,794 | -5.33% | Q1 2026 | Apr 22, 2026 |
| Shearwater Capital LLC | History | Added to | 83,580 | 2,887 | 1.51% | 1.43% | 270 | +8,354 | 11.11% | Q1 2026 | Apr 09, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Reduced | 80,151 | 2,769 | 0.78% | 0.75% | 271 | -3,516 | -4.2% | Q1 2026 | Apr 15, 2026 |
| BluePrint Investing LLC | History | Added to | 79,741 | 2,755 | 2.19% | 2.1% | 272 | +91 | 0.11% | Q1 2026 | Apr 22, 2026 |
| W.H. Cornerstone Investments Inc. | History | Reduced | 79,680 | 2,752 | 1.72% | 2.07% | 273 | -23,948 | -23.11% | Q1 2026 | Apr 28, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 78,632 | 2,716 | 0.45% | 0.44% | 274 | -1,482 | -1.85% | Q1 2026 | Apr 29, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 78,441 | 2,710 | 0.61% | 0.5% | 275 | +15,702 | 25.03% | Q1 2026 | May 14, 2026 |
| Abel Hall, LLC | History | Reduced | 77,938 | 2,692 | 0.57% | 0.61% | 276 | -1,342 | -1.69% | Q1 2026 | Apr 28, 2026 |
| HEFFERNAN ADVISORY, INC | History | Added to | 77,703 | 2,684 | 2.49% | 2.3% | 277 | +5,164 | 7.12% | Q1 2026 | Apr 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 74,628 | 2,578 | 0.05% | 0.05% | 278 | -1,442 | -1.9% | Q1 2026 | Apr 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 73,833 | 2,550 | 0.12% | 0.07% | 279 | +32,194 | 77.32% | Q1 2026 | Apr 24, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 71,378 | 2,466 | 0.17% | 0.14% | 280 | +9,039 | 14.5% | Q1 2026 | May 15, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Reduced | 71,162 | 2,458 | 1.1% | 1.17% | 281 | -3,748 | -5.0% | Q1 2026 | Apr 27, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 67,784 | 2,341 | 0.94% | 0.89% | 282 | +2,159 | 3.29% | Q1 2026 | Apr 20, 2026 |
| PW ADVISORS, LLC \ FL | History | Reduced | 67,440 | 2,330 | 1.75% | 1.92% | 283 | -4,905 | -6.78% | Q1 2026 | Apr 24, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 67,221 | 2,322 | 0.02% | 0.02% | 284 | +3,092 | 4.82% | Q1 2026 | May 12, 2026 |
| Strategent Financial, LLC | History | Added to | 66,993 | 2,314 | 1.57% | 1.25% | 285 | +7,313 | 12.25% | Q1 2026 | Apr 20, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 66,938 | 2,312 | 1.62% | 0.34% | 286 | +52,975 | 379.4% | Q1 2026 | May 12, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 65,798 | 2,273 | 0.18% | 0.19% | 287 | +5,892 | 9.84% | Q1 2026 | Apr 16, 2026 |
| WorthPointe, LLC | History | Added to | 65,264 | 2,254 | 0.61% | 0.53% | 288 | +4,795 | 7.93% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 65,168 | 2,251 | 0.03% | 0.02% | 289 | +27,321 | 72.19% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | No change | 64,799 | 2,238 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 62,018 | 2,142 | 0.29% | 0.23% | 291 | +10,707 | 20.87% | Q1 2026 | Apr 07, 2026 |
| CITIGROUP INC | History | Added to | 61,668 | 2,130 | 0.0% | 0.0% | 292 | +33,706 | 120.54% | Q1 2026 | May 11, 2026 |
| VeraBank, N.A. | History | Reduced | 61,108 | 2,111 | 0.39% | 0.37% | 293 | -339 | -0.55% | Q1 2026 | May 11, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 63,757 | 2,109 | 1.52% | 1.52% | 294 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Warburton Capital Management, LLC | History | Added to | 56,933 | 2,085 | 1.02% | 1.06% | 295 | +86 | 0.15% | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | Added to | 60,026 | 2,073 | 0.04% | 0.04% | 296 | +230 | 0.38% | Q1 2026 | May 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 58,793 | 2,031 | 0.02% | 0.0% | 297 | +48,681 | 481.42% | Q1 2026 | Apr 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 60,374 | 2,017 | 0.07% | 0.08% | 298 | -2,010 | -3.22% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | New | 58,242 | 2,012 | 0.0% | — | 299 | +58,242 | New | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 57,530 | 1,987 | 0.0% | 0.0% | 300 | +49,645 | 629.61% | Q1 2026 | May 14, 2026 |