Dimensional ETF Trust - DFEV
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Dedication, LLC | History | No change | 2,652,610 | 89,499 | 5.88% | 5.88% | 1 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,055,202 | 71,767 | 0.03% | 0.03% | 2 | +432,344 | 26.64% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 1,424,431 | 50,966 | 0.88% | 0.83% | 3 | +83,306 | 6.21% | Q1 2026 | Apr 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 987,813 | 35,343 | 0.01% | 0.01% | 4 | +48,194 | 5.13% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 954,524 | 34,153 | 0.04% | 0.03% | 5 | +21,842 | 2.34% | Q1 2026 | May 05, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 832,153 | 29,774 | 0.93% | 0.72% | 6 | +157,256 | 23.3% | Q1 2026 | Apr 27, 2026 |
| Sensible Money, LLC | History | Added to | 758,832 | 27,150 | 8.26% | 7.88% | 7 | +27,932 | 3.82% | Q1 2026 | Apr 21, 2026 |
| FMR LLC | History | Reduced | 734,090 | 26,265 | 0.0% | 0.0% | 8 | -97,282 | -11.7% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Reduced | 701,289 | 25,092 | 6.96% | 6.97% | 9 | -3,312 | -0.47% | Q1 2026 | Apr 13, 2026 |
| Marquette Asset Management, LLC | History | Added to | 676,015 | 24,187 | 3.61% | 3.36% | 10 | +1,310 | 0.19% | Q1 2026 | Apr 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 605,833 | 21,676 | 0.11% | 0.14% | 11 | -213 | -0.04% | Q1 2026 | May 15, 2026 |
| B&D White Capital Company, LLC | History | Added to | 587,710 | 21,028 | 2.6% | 0.27% | 12 | +519,119 | 756.83% | Q1 2026 | May 13, 2026 |
| Evanson Asset Management, LLC | History | Added to | 585,452 | 20,947 | 1.12% | 1.0% | 13 | +34,277 | 6.22% | Q1 2026 | Apr 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 579,741 | 20,743 | 0.05% | 0.04% | 14 | +29,267 | 5.32% | Q1 2026 | Apr 22, 2026 |
| Family Investment Center, Inc. | History | Added to | 569,480 | 20,375 | 3.92% | 0.74% | 15 | +461,271 | 426.28% | Q1 2026 | Apr 24, 2026 |
| NorthAvenue LLC | History | Reduced | 549,150 | 19,648 | 15.62% | 15.34% | 16 | -159 | -0.03% | Q1 2026 | Apr 15, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 507,088 | 18,143 | 6.14% | 4.72% | 17 | +1,541 | 0.3% | Q1 2026 | Apr 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 500,000 | 17,890 | 0.0% | — | 18 | +500,000 | New | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | New | 495,000 | 17,711 | 0.21% | — | 19 | +495,000 | New | Q1 2026 | May 11, 2026 |
| EAGLE WEALTH STRATEGIES LLC | History | Added to | 488,464 | 17,477 | 7.66% | 7.59% | 20 | +5,483 | 1.14% | Q1 2026 | Apr 10, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 488,266 | 17,470 | 0.79% | 0.7% | 21 | +48,424 | 11.01% | Q1 2026 | May 12, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 447,821 | 16,023 | 0.41% | 0.38% | 22 | +8,180 | 1.86% | Q1 2026 | May 13, 2026 |
| Strata Wealth Advisors, LLC | History | Reduced | 411,910 | 14,738 | 4.04% | 3.96% | 23 | -9,871 | -2.34% | Q1 2026 | Apr 28, 2026 |
| Guardian Wealth Management, LLC | History | Reduced | 346,462 | 12,410 | 3.76% | 3.91% | 24 | -19,232 | -5.26% | Q1 2026 | Apr 23, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 345,603 | 12,365 | 1.29% | 1.27% | 25 | -8,049 | -2.28% | Q1 2026 | Apr 08, 2026 |
| Opes Wealth Management LLC | History | Reduced | 329,925 | 11,804 | 1.94% | 1.82% | 26 | -589 | -0.18% | Q1 2026 | Apr 28, 2026 |
| SPWM Advisors LLC | History | Added to | 272,449 | 11,241 | 9.76% | 6.06% | 27 | +83,221 | 43.98% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 305,503 | 10,931 | 0.0% | 0.0% | 28 | +151,370 | 98.21% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 275,241 | 9,848 | 0.05% | 0.05% | 29 | +3,895 | 1.44% | Q1 2026 | May 13, 2026 |
| Financial Architects, LLC | History | Added to | 268,085 | 9,592 | 5.06% | 4.82% | 30 | +2,245 | 0.84% | Q1 2026 | Apr 21, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 262,085 | 9,377 | 1.59% | 1.61% | 31 | -223 | -0.09% | Q1 2026 | May 01, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 257,431 | 9,210 | 2.73% | 3.44% | 32 | -93,722 | -26.69% | Q1 2026 | Apr 22, 2026 |
| von Borstel & Associates, Inc. | History | Reduced | 231,755 | 8,292 | 1.9% | 1.99% | 33 | -20,286 | -8.05% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Added to | 231,195 | 8,272 | 0.02% | 0.01% | 34 | +6,420 | 2.86% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 228,234 | 8,166 | 0.09% | 0.1% | 35 | +7,505 | 3.4% | Q1 2026 | May 15, 2026 |
| Cordant, Inc. | History | Added to | 209,039 | 7,479 | 3.04% | 2.8% | 36 | +11,288 | 5.71% | Q1 2026 | Apr 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 205,355 | 7,347 | 0.79% | 0.77% | 37 | -3,921 | -1.87% | Q1 2026 | Apr 08, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 203,938 | 7,296 | 0.6% | 0.58% | 38 | +9,526 | 4.9% | Q1 2026 | May 05, 2026 |
| Apella Capital, LLC | History | New | 184,339 | 7,288 | 0.11% | — | 39 | +184,339 | New | Q1 2026 | Apr 20, 2026 |
| Vise Technologies, Inc. | History | No change | 200,501 | 6,764 | 0.13% | 0.13% | 40 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Waverly Advisors, LLC | History | Reduced | 187,324 | 6,702 | 0.05% | 0.05% | 41 | -4,658 | -2.43% | Q1 2026 | May 15, 2026 |
| Estate Counselors, LLC | History | Reduced | 183,475 | 6,564 | 0.58% | 0.52% | 42 | -640 | -0.35% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 182,132 | 6,517 | 0.01% | 0.0% | 43 | +82,177 | 82.21% | Q1 2026 | May 13, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 176,980 | 6,332 | 1.88% | 1.83% | 44 | -2,971 | -1.65% | Q1 2026 | May 06, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 175,780 | 6,289 | 2.2% | 2.22% | 45 | +9,037 | 5.42% | Q1 2026 | Apr 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 167,094 | 5,978 | 0.0% | 0.0% | 46 | +22,852 | 15.84% | Q1 2026 | May 04, 2026 |
| Savant Capital, LLC | History | Added to | 164,009 | 5,868 | 0.03% | 0.01% | 47 | +90,551 | 123.27% | Q1 2026 | May 04, 2026 |
| United Wealth Management, LLC | History | Added to | 162,429 | 5,811 | 1.44% | 1.39% | 48 | +2,888 | 1.81% | Q1 2026 | May 01, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 158,354 | 5,665 | 0.04% | 0.04% | 49 | -3,978 | -2.45% | Q1 2026 | May 12, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 167,911 | 5,644 | 2.65% | 2.57% | 50 | +16,368 | 10.8% | Q1 2026 | Apr 14, 2026 |
| Breakwater Capital Group | History | Added to | 154,294 | 5,520 | 0.74% | 0.71% | 51 | +4,133 | 2.75% | Q1 2026 | Apr 20, 2026 |
| Root Financial Partners, LLC | History | Reduced | 146,649 | 5,247 | 0.24% | 0.31% | 52 | -31,375 | -17.62% | Q1 2026 | Apr 24, 2026 |
| Timonier Family Office, LTD. | History | No change | 150,467 | 5,076 | 1.61% | 1.61% | 53 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Financially in Tune, LLC | History | Added to | 140,064 | 5,011 | 4.31% | 4.23% | 54 | +5,762 | 4.29% | Q1 2026 | Apr 22, 2026 |
| Creative Planning | History | Added to | 139,942 | 5,007 | 0.0% | 0.0% | 55 | +9,410 | 7.21% | Q1 2026 | May 12, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 137,442 | 4,917 | 0.65% | 0.64% | 56 | +5,628 | 4.27% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 137,311 | 4,912 | 0.0% | 0.0% | 57 | +52,662 | 62.21% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 133,786 | 4,786 | 0.01% | — | 58 | +133,786 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 125,524 | 4,510 | 0.04% | 0.04% | 59 | +8,091 | 6.89% | Q1 2026 | Apr 07, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 133,218 | 4,494 | 1.52% | 1.52% | 60 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 121,564 | 4,349 | 0.01% | 0.01% | 61 | -130,818 | -51.83% | Q1 2026 | Apr 27, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 116,864 | 4,181 | 2.44% | 2.18% | 62 | +7,161 | 6.53% | Q1 2026 | May 01, 2026 |
| McCartney Wealth Management LLC | History | Reduced | 116,735 | 4,176 | 3.52% | 3.43% | 63 | -1,001 | -0.85% | Q1 2026 | May 11, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 122,072 | 4,118 | 0.2% | 0.19% | 64 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| DRAVO BAY LLC | History | Added to | 112,950 | 4,041 | 1.64% | 1.55% | 65 | +2,299 | 2.08% | Q1 2026 | May 07, 2026 |
| Baird Financial Group, Inc. | History | Added to | 112,014 | 4,007 | 0.01% | 0.0% | 66 | +55,052 | 96.65% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 112,139 | 3,995 | 0.01% | 0.0% | 67 | +11,742 | 11.7% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 111,490 | 3,989 | 0.02% | 0.02% | 68 | +6,476 | 6.17% | Q1 2026 | May 08, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 110,950 | 3,969 | 0.15% | 0.14% | 69 | +229 | 0.21% | Q1 2026 | May 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 94,612 | 3,753 | 0.08% | 0.08% | 70 | +6,697 | 7.62% | Q1 2026 | May 04, 2026 |
| Composition Wealth, LLC | History | Added to | 102,680 | 3,673 | 0.05% | 0.05% | 71 | +3,983 | 4.04% | Q1 2026 | Apr 08, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 101,802 | 3,642 | 0.04% | 0.03% | 72 | +3,381 | 3.44% | Q1 2026 | May 08, 2026 |
| White Wing Wealth Management | History | Reduced | 101,357 | 3,626 | 2.18% | 2.05% | 73 | -589 | -0.58% | Q1 2026 | Apr 13, 2026 |
| Summit Portfolio Management, LTD. | History | New | 96,986 | 3,470 | 2.23% | — | 74 | +96,986 | New | Q1 2026 | Apr 30, 2026 |
| Pathstone Holdings, LLC | History | Added to | 95,765 | 3,426 | 0.01% | 0.01% | 75 | +1,611 | 1.71% | Q1 2026 | May 11, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 92,249 | 3,300 | 1.38% | 1.36% | 76 | +1,453 | 1.6% | Q1 2026 | Apr 08, 2026 |
| Verum Partners LLC | History | Added to | 88,975 | 3,183 | 0.6% | 0.61% | 77 | +9 | 0.01% | Q1 2026 | Apr 15, 2026 |
| Astra Wealth Partners LLC | History | Added to | 87,028 | 3,113 | 1.86% | 1.68% | 78 | +2,354 | 2.78% | Q1 2026 | May 06, 2026 |
| Golden Bell Financial Planning LLC | History | Added to | 85,293 | 3,051 | 2.43% | 2.24% | 79 | +5,500 | 6.89% | Q1 2026 | May 05, 2026 |
| LAM GROUP, INC. | History | Added to | 82,260 | 2,943 | 1.62% | 1.59% | 80 | +25 | 0.03% | Q1 2026 | Apr 22, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 81,022 | 2,898 | 1.0% | 1.0% | 81 | -1,281 | -1.56% | Q1 2026 | Apr 23, 2026 |
| Versant Capital Management, Inc | History | Added to | 78,501 | 2,808 | 0.28% | 0.29% | 82 | +9,126 | 13.15% | Q1 2026 | Apr 06, 2026 |
| Heritage Financial Services, LLC | History | No change | 82,590 | 2,786 | 0.23% | 0.23% | 83 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Foundry Financial LLC | History | Added to | 77,506 | 2,773 | 1.17% | 1.13% | 84 | +13,685 | 21.44% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 76,720 | 2,745 | 0.01% | 0.01% | 85 | -7,634 | -9.05% | Q1 2026 | May 04, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 74,712 | 2,673 | 0.55% | 0.52% | 86 | +342 | 0.46% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 73,892 | 2,643 | 0.01% | 0.01% | 87 | +28,546 | 62.95% | Q1 2026 | May 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 73,170 | 2,468 | 0.18% | 0.18% | 88 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| United Asset Strategies, Inc. | History | New | 68,341 | 2,445 | 0.19% | — | 89 | +68,341 | New | Q1 2026 | Apr 29, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 67,052 | 2,399 | 0.02% | 0.02% | 90 | +9,818 | 17.15% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 65,715 | 2,351 | 0.0% | 0.0% | 91 | +2,962 | 4.72% | Q1 2026 | Apr 27, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 65,188 | 2,332 | 0.04% | — | 92 | +65,188 | New | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 61,655 | 2,206 | 0.01% | 0.01% | 93 | -3,803 | -5.81% | Q1 2026 | Apr 30, 2026 |
| McGrath & Associates, Inc. | History | Reduced | 55,649 | 1,991 | 2.93% | 2.81% | 94 | -3,066 | -5.22% | Q1 2026 | Apr 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 57,186 | 1,988 | 0.0% | 0.0% | 95 | -964 | -1.66% | Q1 2026 | May 13, 2026 |
| Abel Hall, LLC | History | Reduced | 55,563 | 1,988 | 0.42% | 0.44% | 96 | -534 | -0.95% | Q1 2026 | Apr 28, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 55,437 | 1,983 | 0.54% | 0.37% | 97 | +15,823 | 39.94% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 52,921 | 1,893 | 0.0% | — | 98 | +52,921 | New | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 50,890 | 1,820 | 0.0% | 0.0% | 99 | +18,793 | 58.55% | Q1 2026 | May 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 50,790 | 1,817 | 0.15% | 0.14% | 100 | -252 | -0.49% | Q1 2026 | May 15, 2026 |
| SB Capital Management Inc | History | No change | 53,408 | 1,801 | 0.66% | 0.66% | 101 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Spire Wealth Management | History | Added to | 49,981 | 1,788 | 0.06% | 0.06% | 102 | +1,258 | 2.58% | Q1 2026 | Apr 22, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 49,563 | 1,773 | 0.59% | 0.42% | 103 | +16,508 | 49.94% | Q1 2026 | May 13, 2026 |
| Applied Capital LLC | History | Reduced | 49,326 | 1,764 | 0.66% | 0.66% | 104 | -1,369 | -2.7% | Q1 2026 | Apr 22, 2026 |
| Vantage Point Financial LLC | History | Reduced | 48,360 | 1,730 | 0.61% | 0.59% | 105 | -415 | -0.85% | Q1 2026 | May 01, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 48,154 | 1,722 | 0.46% | 0.45% | 106 | -1,092 | -2.22% | Q1 2026 | May 05, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 47,098 | 1,685 | 0.91% | 0.86% | 107 | +2,359 | 5.27% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 46,623 | 1,668 | 0.01% | 0.02% | 108 | -14,288 | -23.46% | Q1 2026 | May 13, 2026 |
| Corus Family Wealth Advisors | History | Added to | 43,479 | 1,555 | 1.27% | 1.06% | 109 | +3,937 | 9.96% | Q1 2026 | Apr 28, 2026 |
| CSP Financial Group, LLC | History | New | 43,323 | 1,550 | 1.59% | — | 110 | +43,323 | New | Q1 2026 | May 08, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 43,098 | 1,542 | 0.03% | 0.03% | 111 | -700 | -1.6% | Q1 2026 | Apr 10, 2026 |
| Triumph Capital Management | History | Added to | 43,076 | 1,541 | 0.31% | 0.26% | 112 | +8,027 | 22.9% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 42,550 | 1,522 | 0.0% | 0.0% | 113 | +11,896 | 38.81% | Q1 2026 | Apr 30, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Reduced | 42,037 | 1,504 | 1.14% | 1.25% | 114 | -2,233 | -5.04% | Q1 2026 | Apr 13, 2026 |
| LPL Financial LLC | History | Added to | 40,812 | 1,460 | 0.0% | 0.0% | 115 | +3,583 | 9.62% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 40,131 | 1,435 | 0.01% | 0.01% | 116 | +2,139 | 5.63% | Q1 2026 | Apr 30, 2026 |
| Matisse Capital | History | No change | 39,760 | 1,422 | 0.61% | 0.6% | 117 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Clark Asset Management, LLC | History | No change | 39,563 | 1,415 | 0.13% | 0.14% | 118 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 39,131 | 1,400 | 0.86% | 0.81% | 119 | +871 | 2.28% | Q1 2026 | Apr 22, 2026 |
| Geneos Wealth Management Inc. | History | New | 39,103 | 1,399 | 0.03% | — | 120 | +39,103 | New | Q1 2026 | May 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 37,342 | 1,336 | 0.01% | 0.01% | 121 | +6,272 | 20.19% | Q1 2026 | Apr 07, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 36,725 | 1,314 | 0.25% | 0.26% | 122 | -3,350 | -8.36% | Q1 2026 | Apr 13, 2026 |
| Grunden Financial Advisory, Inc. | History | No change | 38,410 | 1,295 | 0.51% | 0.51% | 123 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Three Arch Wealth Management LLC | History | Reduced | 36,189 | 1,294 | 0.23% | 0.27% | 124 | -6,754 | -15.73% | Q1 2026 | May 06, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 34,685 | 1,241 | 0.12% | 0.11% | 125 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 33,587 | 1,201 | 0.0% | 0.0% | 126 | -6,324 | -15.85% | Q1 2026 | May 13, 2026 |
| Rather & Kittrell, Inc. | History | Reduced | 32,612 | 1,166 | 0.18% | 0.18% | 127 | -228 | -0.69% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 32,269 | 1,154 | 0.0% | 0.0% | 128 | -34,293 | -51.52% | Q1 2026 | May 15, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 32,179 | 1,151 | 0.97% | 0.94% | 129 | +443 | 1.4% | Q1 2026 | Apr 21, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 31,659 | 1,132 | 0.33% | 0.26% | 130 | +6,211 | 24.41% | Q1 2026 | Apr 30, 2026 |
| Porter White Investment Advisors, Inc. | History | Reduced | 31,426 | 1,124 | 0.45% | 0.44% | 131 | -166 | -0.53% | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 30,275 | 1,083 | 0.03% | 0.02% | 132 | +2,264 | 8.08% | Q1 2026 | Apr 07, 2026 |
| Oceanside Advisors LLC | History | Added to | 29,321 | 1,049 | 0.6% | 0.59% | 133 | +514 | 1.78% | Q1 2026 | Apr 28, 2026 |
| AA Financial Advisors, LLC | History | New | 29,042 | 1,039 | 0.15% | — | 134 | +29,042 | New | Q1 2026 | Apr 20, 2026 |
| Forum Financial Management, LP | History | Reduced | 28,812 | 1,030 | 0.01% | 0.01% | 135 | -1,039 | -3.48% | Q1 2026 | Apr 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 27,874 | 997 | 0.01% | 0.01% | 136 | -449 | -1.59% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 26,830 | 959 | 0.03% | 0.04% | 137 | -3,630 | -11.92% | Q1 2026 | May 15, 2026 |
| BOS Asset Management, LLC | History | Added to | 23,034 | 824 | 0.21% | 0.19% | 138 | +1,541 | 7.17% | Q1 2026 | Apr 08, 2026 |
| Altiora Financial Group, LLC | History | No change | 22,676 | 811 | 0.13% | 0.13% | 139 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 21,719 | 777 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gibson Capital, LLC | History | Added to | 21,478 | 768 | 0.14% | 0.13% | 141 | +107 | 0.5% | Q1 2026 | Apr 17, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 21,337 | 763 | 0.37% | 0.34% | 142 | +1,193 | 5.92% | Q1 2026 | May 05, 2026 |
| TBH Global Asset Management, LLC | History | New | 21,226 | 758 | 0.15% | — | 143 | +21,226 | New | Q1 2026 | Apr 22, 2026 |
| Good Harbor Advisors, Inc. | History | No change | 21,093 | 754 | 0.82% | 0.83% | 144 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Tandem Financial, LLC | History | New | 21,019 | 752 | 0.24% | — | 145 | +21,019 | New | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 20,503 | 733 | 0.0% | 0.0% | 146 | +3,872 | 23.28% | Q1 2026 | May 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 20,335 | 727 | 0.04% | 0.04% | 147 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| UBS Group AG | History | New | 20,207 | 723 | 0.0% | — | 148 | +20,207 | New | Q1 2026 | May 05, 2026 |
| E6 Portfolios, LLC | History | Added to | 20,140 | 720 | 0.75% | 0.57% | 149 | +5,296 | 35.68% | Q1 2026 | May 12, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 20,115 | 719 | 0.44% | 0.36% | 150 | +3,091 | 18.16% | Q1 2026 | Apr 21, 2026 |
| Cerity Partners LLC | History | Added to | 19,878 | 711 | 0.0% | 0.0% | 151 | +13,702 | 221.86% | Q1 2026 | May 15, 2026 |
| Two West Capital Advisors LLC | History | Added to | 17,453 | 686 | 0.36% | 0.33% | 152 | +630 | 3.74% | Q1 2026 | May 04, 2026 |
| Alpha Advisors, LLC/VA | History | Added to | 18,789 | 672 | 0.53% | 0.47% | 153 | +707 | 3.91% | Q1 2026 | May 14, 2026 |
| HANOVER ADVISORS INC | History | Added to | 18,530 | 663 | 0.27% | 0.24% | 154 | +60 | 0.32% | Q1 2026 | May 07, 2026 |
| Unison Advisors LLC | History | Reduced | 17,904 | 640 | 0.05% | 0.05% | 155 | -168 | -0.93% | Q1 2026 | Apr 28, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 17,641 | 631 | 0.07% | 0.07% | 156 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Family CFO Inc | History | No change | 17,336 | 620 | 0.28% | 0.26% | 157 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Wealth Management Nebraska | History | New | 17,277 | 618 | 0.06% | — | 158 | +17,277 | New | Q1 2026 | May 15, 2026 |
| ATLas Financial Planning LLC | History | No change | 16,829 | 602 | 0.54% | 0.56% | 159 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Tranquility Partners, LLC | History | Added to | 16,223 | 585 | 0.22% | 0.19% | 160 | +386 | 2.44% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Wealth | History | Added to | 16,057 | 574 | 0.0% | 0.0% | 161 | +900 | 5.94% | Q1 2026 | May 14, 2026 |
| Factor Wealth Management LTD | History | Added to | 16,002 | 572 | 0.11% | 0.09% | 163 | +3,324 | 26.22% | Q1 2026 | Apr 20, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 15,995 | 572 | 0.0% | 0.0% | 162 | -738 | -4.41% | Q1 2026 | May 14, 2026 |
| NCM Capital Management, LLC | History | Added to | 15,950 | 570 | 0.2% | 0.2% | 164 | +300 | 1.92% | Q1 2026 | May 15, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 14,954 | 535 | 0.19% | 0.31% | 165 | -10,197 | -40.54% | Q1 2026 | Apr 21, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 14,777 | 528 | 0.06% | 0.04% | 166 | +5,318 | 56.22% | Q1 2026 | May 04, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 13,697 | 490 | 0.33% | 0.32% | 167 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Daner Wealth Management, LLC | History | Added to | 11,820 | 487 | 0.29% | 0.23% | 168 | +1,777 | 17.69% | Q1 2026 | May 13, 2026 |
| First Financial Group Corp | History | Added to | 13,570 | 485 | 0.4% | 0.39% | 169 | +140 | 1.04% | Q1 2026 | Apr 22, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 13,310 | 476 | 0.1% | 0.08% | 170 | +1,458 | 12.3% | Q1 2026 | Apr 13, 2026 |
| Pacific Asset Management, LLC | History | Added to | 12,823 | 458 | 0.26% | 0.2% | 171 | +2,912 | 29.38% | Q1 2026 | May 01, 2026 |
| Austin Private Wealth, LLC | History | No change | 13,410 | 452 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 12,425 | 444 | 0.0% | 0.0% | 173 | -398 | -3.1% | Q1 2026 | May 05, 2026 |
| CHOREO, LLC | History | New | 12,285 | 439 | 0.01% | — | 174 | +12,285 | New | Q1 2026 | May 12, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 12,090 | 432 | 0.06% | 0.06% | 175 | -73 | -0.6% | Q1 2026 | Apr 13, 2026 |
| World Investment Advisors | History | Added to | 12,021 | 430 | 0.01% | 0.01% | 176 | +1,060 | 9.67% | Q1 2026 | Apr 27, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 11,642 | 416 | 0.15% | 0.15% | 177 | -524 | -4.31% | Q1 2026 | Apr 09, 2026 |
| Merit Financial Group, LLC | History | New | 11,616 | 415 | 0.0% | — | 178 | +11,616 | New | Q1 2026 | Apr 15, 2026 |
| Approach Retirement Advisors, LLC | History | Reduced | 11,377 | 407 | 0.34% | 0.36% | 179 | -1,051 | -8.46% | Q1 2026 | Apr 14, 2026 |
| E-Wealth Partners, LLC | History | No change | 11,843 | 399 | 0.34% | 0.34% | 180 | 0 | 0.0% | Q4 2025 | May 13, 2026 |
| Entelevest, LLC | History | Reduced | 11,108 | 397 | 0.4% | 0.38% | 181 | -60 | -0.54% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 10,978 | 392 | 0.0% | 0.0% | 182 | +3,094 | 39.24% | Q1 2026 | May 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 10,960 | 392 | 0.03% | 0.03% | 183 | +137 | 1.27% | Q1 2026 | Apr 16, 2026 |
| SIGNATUREFD, LLC | History | Added to | 10,882 | 389 | 0.01% | 0.0% | 184 | +9,737 | 850.39% | Q1 2026 | Apr 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 10,853 | 388 | 0.0% | 0.0% | 185 | +460 | 4.43% | Q1 2026 | May 13, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 10,847 | 388 | 0.21% | 0.2% | 186 | -63 | -0.58% | Q1 2026 | Apr 22, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 10,760 | 384 | 0.02% | 0.02% | 187 | -1,598 | -12.93% | Q1 2026 | May 15, 2026 |
| BDFS Capital LLC | History | Added to | 10,612 | 379 | 0.18% | 0.17% | 188 | +579 | 5.77% | Q1 2026 | Apr 15, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 9,818 | 351 | 0.03% | 0.02% | 189 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CSS LLC/IL | History | Reduced | 9,803 | 350 | 0.02% | 0.05% | 190 | -20,975 | -68.15% | Q1 2026 | May 15, 2026 |
| Opus Financial Solutions LLC | History | New | 9,729 | 348 | 0.33% | — | 191 | +9,729 | New | Q1 2026 | May 08, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 9,357 | 334 | 0.17% | 0.14% | 192 | -233 | -2.43% | Q1 2026 | Apr 21, 2026 |
| Brookstone Capital Management | History | Added to | 9,285 | 332 | 0.0% | 0.0% | 193 | +3,208 | 52.79% | Q1 2026 | Apr 16, 2026 |
| Canvas Wealth Advisors, LLC | History | New | 9,114 | 326 | 0.06% | — | 195 | +9,114 | New | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Reduced | 9,125 | 326 | 0.0% | 0.0% | 194 | -135 | -1.46% | Q1 2026 | May 13, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 9,070 | 324 | 0.05% | 0.05% | 196 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 8,907 | 318 | 0.09% | 0.09% | 197 | -252 | -2.75% | Q1 2026 | Apr 15, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 8,661 | 309 | 0.17% | 0.16% | 198 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cloud Capital Management, LLC | History | Added to | 8,502 | 302 | 0.13% | 0.12% | 199 | +904 | 11.9% | Q1 2026 | May 12, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 8,397 | 300 | 0.11% | 0.13% | 200 | +200 | 2.44% | Q1 2026 | May 15, 2026 |
| American Investment Services, Inc. | History | Reduced | 8,376 | 299 | 0.07% | 0.07% | 201 | -586 | -6.54% | Q1 2026 | May 13, 2026 |
| Brooklyn Investment Group | History | New | 8,193 | 293 | 0.01% | — | 202 | +8,193 | New | Q1 2026 | Apr 29, 2026 |
| Savvy Advisors, Inc. | History | Added to | 7,864 | 281 | 0.01% | 0.01% | 203 | +1,783 | 29.32% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 7,848 | 280 | 0.0% | 0.0% | 204 | +570 | 7.83% | Q1 2026 | May 15, 2026 |
| Passive Capital Management, LLC. | History | Added to | 7,594 | 271 | 0.08% | 0.06% | 205 | +1,518 | 24.98% | Q1 2026 | May 14, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | New | 6,784 | 267 | 0.09% | — | 206 | +6,784 | New | Q1 2026 | Apr 28, 2026 |
| SageView Advisory Group, LLC | History | No change | 7,678 | 259 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 7,100 | 254 | 0.01% | 0.01% | 208 | +1,200 | 20.34% | Q1 2026 | Apr 29, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 7,032 | 251 | 0.0% | 0.0% | 209 | +1,063 | 17.81% | Q1 2026 | May 11, 2026 |
| Shearwater Capital LLC | History | No change | 6,967 | 249 | 0.13% | 0.13% | 210 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Ponta Wealth Partners, LLC | History | New | 6,934 | 248 | 0.2% | — | 211 | +6,934 | New | Q1 2026 | May 11, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 6,836 | 244 | 0.01% | 0.01% | 213 | -570 | -7.7% | Q1 2026 | Apr 30, 2026 |
| Gemmer Asset Management LLC | History | Added to | 6,843 | 244 | 0.02% | 0.02% | 212 | +6 | 0.09% | Q1 2026 | Apr 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 6,654 | 238 | 0.0% | — | 214 | +6,654 | New | Q1 2026 | May 15, 2026 |
| Exit Wealth Advisors, LLC. | History | Added to | 6,545 | 234 | 0.12% | 0.13% | 215 | +6 | 0.09% | Q1 2026 | May 11, 2026 |
| Financial Harvest, LLC | History | Added to | 6,525 | 233 | 0.14% | 0.12% | 216 | +527 | 8.79% | Q1 2026 | May 05, 2026 |
| NWAM LLC | History | Added to | 6,397 | 228 | 0.01% | 0.01% | 217 | +83 | 1.31% | Q1 2026 | May 04, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 6,082 | 218 | 0.17% | 0.2% | 218 | +5 | 0.08% | Q1 2026 | Apr 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,823 | 208 | 0.0% | 0.0% | 219 | +4,422 | 315.63% | Q1 2026 | May 07, 2026 |
| O'ROURKE & COMPANY, Inc | History | New | 5,767 | 206 | 0.08% | — | 220 | +5,767 | New | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 6,101 | 205 | 0.0% | 0.0% | 221 | -1,721 | -22.0% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 5,685 | 203 | 0.07% | 0.06% | 222 | +348 | 6.52% | Q1 2026 | Apr 24, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 5,413 | 193 | 0.01% | 0.01% | 223 | -649 | -10.71% | Q1 2026 | Apr 16, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 4,960 | 177 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 4,703 | 168 | 0.11% | 0.11% | 225 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 3,700 | 132 | 0.01% | 0.01% | 226 | -69,757 | -94.96% | Q1 2026 | May 21, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 3,625 | 129 | 0.08% | 0.08% | 227 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | Reduced | 3,463 | 123 | 0.01% | 0.03% | 228 | -2,571 | -42.61% | Q1 2026 | Apr 28, 2026 |
| Ancora Advisors LLC | History | Reduced | 2,658 | 95 | 0.0% | 0.0% | 229 | -393 | -12.88% | Q1 2026 | May 15, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 2,591 | 92 | 0.05% | — | 230 | +2,591 | New | Q1 2026 | May 07, 2026 |
| Smithfield Trust Co | History | No change | 1,996 | 71 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 1,834 | 65 | 0.01% | 0.01% | 232 | +1 | 0.05% | Q1 2026 | May 06, 2026 |
| MOTCO | History | Reduced | 1,662 | 59 | 0.01% | 0.02% | 233 | -4,484 | -72.96% | Q1 2026 | Apr 22, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 1,644 | 58 | 0.03% | 0.02% | 234 | +186 | 12.76% | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,631 | 58 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,464 | 52 | 0.0% | — | 237 | +1,464 | New | Q1 2026 | May 01, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,470 | 52 | 0.0% | 0.0% | 236 | +1,075 | 272.15% | Q1 2026 | May 11, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 1,500 | 50 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| COMERICA BANK | History | No change | 1,458 | 49 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RHL GROUP, LLC | History | Added to | 1,324 | 47 | 0.04% | 0.03% | 240 | +185 | 16.24% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,061 | 37 | 0.0% | — | 242 | +1,061 | New | Q1 2026 | May 11, 2026 |
| IFG Advisory, LLC | History | New | 1,054 | 37 | 0.11% | — | 241 | +1,054 | New | Q1 2026 | May 12, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 934 | 33 | 0.0% | — | 243 | +934 | New | Q1 2026 | May 06, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 862 | 30 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | Reduced | 789 | 28 | 0.0% | 0.0% | 245 | -1,543 | -66.17% | Q1 2026 | May 07, 2026 |
| McIlrath & Eck, LLC | History | Added to | 794 | 28 | 0.0% | 0.0% | 246 | +1 | 0.13% | Q1 2026 | May 19, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 645 | 23 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 563 | 20 | 0.01% | 0.01% | 249 | +1 | 0.18% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | No change | 583 | 20 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 506 | 18 | 0.0% | 0.0% | 251 | -3,445 | -87.19% | Q1 2026 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 518 | 18 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 454 | 16 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Your Advocates Ltd., LLP | History | No change | 427 | 15 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MCF Advisors LLC | History | No change | 400 | 14 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 406 | 14 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| LRI Investments, LLC | History | No change | 400 | 14 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 381 | 13 | 0.01% | 0.01% | 257 | -1 | -0.26% | Q1 2026 | Apr 30, 2026 |
| SITTNER & NELSON, LLC | History | No change | 362 | 12 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 278 | 9 | 0.0% | 0.0% | 259 | -152 | -35.35% | Q1 2026 | May 08, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 265 | 9 | 0.01% | 0.0% | 261 | +150 | 130.43% | Q1 2026 | May 13, 2026 |
| GoalVest Advisory LLC | History | Added to | 270 | 9 | 0.0% | 0.0% | 260 | +32 | 13.45% | Q1 2026 | Apr 13, 2026 |
| Topsail Wealth Management, LLC | History | New | 247 | 8 | 0.0% | — | 262 | +247 | New | Q1 2026 | Apr 21, 2026 |
| ASSETMARK, INC | History | New | 188 | 6 | 0.0% | — | 265 | +188 | New | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | No change | 177 | 6 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Lodestone Wealth Management LLC | History | No change | 181 | 6 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| True Link Financial Advisors, LLC | History | New | 160 | 5 | 0.0% | — | 267 | +160 | New | Q1 2026 | Apr 29, 2026 |
| Dunhill Financial, LLC | History | No change | 158 | 5 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Archer Investment Corp | History | New | 138 | 4 | 0.0% | — | 271 | +138 | New | Q1 2026 | May 04, 2026 |
| HOWE & RUSLING INC | History | No change | 112 | 4 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 133 | 4 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 125 | 4 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CoreCap Advisors, LLC | History | New | 109 | 3 | 0.0% | — | 274 | +109 | New | Q1 2026 | Apr 07, 2026 |
| Rosenberg Matthew Hamilton | History | New | 106 | 3 | 0.0% | — | 273 | +106 | New | Q1 2026 | Apr 06, 2026 |
| Coston, McIsaac & Partners | History | No change | 111 | 3 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -93,446 | -100.0% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -33,399 | -100.0% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,972 | -100.0% | Q1 2026 | Apr 14, 2026 |
| McMill Wealth Management | History | Closed out | 0 | 0 | — | 0.08% | — | -8,115 | -100.0% | Q1 2026 | May 13, 2026 |
| Stokes Family Office, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,083 | -100.0% | Q1 2026 | May 11, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,398 | -100.0% | Q1 2026 | May 08, 2026 |
| Providence Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -289 | -100.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -156 | -100.0% | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q1 2026 | May 01, 2026 |
| VANGUARD ADVISERS INC | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | May 08, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | Apr 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 06, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |