Dimensional ETF Trust - DFGR
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 | Added to | 17,521,862 | 465,731 | 6.59% | 5.72% | 1 | +882,960 | 5.31% | Q1 2026 | Apr 23, 2026 |
| Savant Capital, LLC | History | Added to | 12,749,013 | 338,868 | 1.64% | 1.57% | 2 | +2,309,628 | 22.12% | Q1 2026 | May 04, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 6,344,111 | 168,626 | 4.64% | 4.23% | 3 | +642,453 | 11.27% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Added to | 4,074,640 | 108,303 | 0.12% | 0.12% | 4 | +68,769 | 1.72% | Q1 2026 | May 14, 2026 |
| BRIGHTON JONES LLC | History | Added to | 2,798,216 | 74,376 | 3.13% | 2.54% | 5 | +187,016 | 7.16% | Q1 2026 | Apr 28, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 2,784,684 | 74,016 | 3.93% | 3.87% | 6 | +130,168 | 4.9% | Q1 2026 | Apr 27, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 2,755,256 | 73,234 | 0.58% | 0.58% | 7 | +12,562 | 0.46% | Q1 2026 | May 01, 2026 |
| LifeGuide Financial Advisors, LLC | History | Added to | 2,509,620 | 66,705 | 21.33% | 21.19% | 8 | +96,914 | 4.02% | Q1 2026 | Apr 08, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 1,839,517 | 48,894 | 5.27% | 5.22% | 9 | +23,588 | 1.3% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 1,777,101 | 47,023 | 0.47% | 0.02% | 10 | +1,708,715 | 2498.63% | Q1 2026 | May 13, 2026 |
| MASECO LLP | History | Added to | 1,556,109 | 41,330 | 1.3% | 1.69% | 11 | +84,700 | 5.76% | Q1 2026 | Apr 21, 2026 |
| LPL Financial LLC | History | Added to | 1,218,381 | 32,384 | 0.01% | 0.01% | 12 | +51,455 | 4.41% | Q1 2026 | May 06, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 1,109,900 | 29,501 | 4.55% | 4.38% | 13 | +80,183 | 7.79% | Q1 2026 | May 12, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 1,062,100 | 28,230 | 2.22% | 2.08% | 14 | +104,670 | 10.93% | Q1 2026 | May 01, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 1,006,511 | 26,753 | 1.91% | 1.78% | 15 | +105,290 | 11.68% | Q1 2026 | Apr 29, 2026 |
| WPWealth LLP | History | Added to | 963,275 | 25,603 | 3.91% | 3.85% | 16 | +31,818 | 3.42% | Q1 2026 | May 11, 2026 |
| Financial Plan, Inc. | History | Added to | 927,539 | 24,653 | 2.64% | 2.58% | 17 | +76,186 | 8.95% | Q1 2026 | Apr 24, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 908,162 | 24,138 | 2.12% | 2.24% | 18 | -65,315 | -6.71% | Q1 2026 | May 12, 2026 |
| Guardian Wealth Management, LLC | History | Added to | 905,321 | 24,063 | 7.3% | 7.32% | 19 | +31,854 | 3.65% | Q1 2026 | Apr 23, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 898,626 | 23,885 | 6.85% | 6.42% | 20 | +93,031 | 11.55% | Q1 2026 | Apr 21, 2026 |
| Great Waters Wealth Management | History | Added to | 888,367 | 23,612 | 2.5% | 2.42% | 21 | +57,214 | 6.88% | Q1 2026 | Apr 17, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 881,680 | 23,435 | 1.05% | 1.06% | 22 | +24,973 | 2.91% | Q1 2026 | May 12, 2026 |
| Verisail Partners, LLC | History | Added to | 862,304 | 22,920 | 9.3% | 9.16% | 23 | +17,784 | 2.11% | Q1 2026 | Apr 20, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 820,150 | 21,799 | 0.21% | 0.21% | 24 | +17,736 | 2.21% | Q1 2026 | May 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 813,973 | 21,635 | 0.11% | 0.17% | 25 | -101,364 | -11.07% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 705,922 | 18,763 | 0.05% | 0.04% | 26 | +125,154 | 21.55% | Q1 2026 | May 14, 2026 |
| RS CRUM INC. | History | Added to | 665,326 | 17,684 | 3.42% | 3.38% | 27 | +24,251 | 3.78% | Q1 2026 | Apr 15, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 646,029 | 17,171 | 1.93% | 1.94% | 28 | -9,084 | -1.39% | Q1 2026 | Apr 08, 2026 |
| Wealth Management Nebraska | History | Added to | 620,513 | 16,493 | 1.67% | 1.7% | 29 | +57,538 | 10.22% | Q1 2026 | May 15, 2026 |
| Integris Wealth Management, LLC | History | Added to | 610,267 | 16,220 | 3.73% | 3.57% | 30 | +15,999 | 2.69% | Q1 2026 | Apr 10, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 608,166 | 16,165 | 4.24% | 4.02% | 31 | +38,840 | 6.82% | Q1 2026 | Apr 23, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 601,668 | 15,992 | 0.0% | 0.0% | 32 | +399,142 | 197.08% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 583,571 | 15,511 | 0.02% | 0.02% | 33 | -99,406 | -14.55% | Q1 2026 | May 15, 2026 |
| Level Financial Advisors | History | Added to | 582,284 | 15,477 | 3.95% | 3.7% | 34 | +52,616 | 9.93% | Q1 2026 | Apr 10, 2026 |
| Evanson Asset Management, LLC | History | Added to | 562,453 | 14,950 | 0.8% | 0.64% | 35 | +111,599 | 24.75% | Q1 2026 | Apr 08, 2026 |
| Planning Center, Inc. | History | Reduced | 547,107 | 14,542 | 1.47% | 1.48% | 36 | -2,182 | -0.4% | Q1 2026 | Apr 28, 2026 |
| Aspen Capital Management, LLC | History | Added to | 546,636 | 14,529 | 3.6% | 3.54% | 37 | +5,648 | 1.04% | Q1 2026 | Apr 17, 2026 |
| Syverson Strege & Co | History | Added to | 476,086 | 12,654 | 3.04% | 2.97% | 38 | +610 | 0.13% | Q1 2026 | May 04, 2026 |
| Geometric Wealth Advisors | History | Added to | 444,723 | 11,820 | 1.48% | 1.44% | 39 | +21,212 | 5.01% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 439,043 | 11,669 | 0.02% | 0.01% | 40 | +20,285 | 4.84% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 434,842 | 11,558 | 0.18% | 0.18% | 41 | +105,050 | 31.85% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 411,583 | 10,939 | 0.12% | 0.11% | 42 | +112,233 | 37.49% | Q1 2026 | May 15, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 375,364 | 9,977 | 4.6% | 4.78% | 43 | +19,171 | 5.38% | Q1 2026 | Apr 16, 2026 |
| Elser Financial Planning, Inc | History | New | 364,322 | 9,743 | 0.47% | — | 44 | +364,322 | New | Q1 2026 | Apr 15, 2026 |
| Apella Capital, LLC | History | Added to | 330,207 | 9,566 | 0.14% | 0.17% | 45 | +6,567 | 2.03% | Q1 2026 | Apr 20, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 359,686 | 9,560 | 5.48% | 5.69% | 46 | +11,864 | 3.41% | Q1 2026 | Apr 23, 2026 |
| American Investment Services, Inc. | History | Added to | 358,613 | 9,531 | 2.13% | 2.05% | 47 | +23,979 | 7.17% | Q1 2026 | May 13, 2026 |
| XY Planning Network, Inc. | History | Added to | 346,201 | 9,257 | 1.48% | 1.43% | 48 | +36,155 | 11.66% | Q1 2026 | Apr 14, 2026 |
| Allworth Financial LP | History | Added to | 338,740 | 9,003 | 0.04% | 0.02% | 49 | +149,950 | 79.43% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 336,697 | 8,949 | 0.0% | 0.0% | 50 | +65,995 | 24.38% | Q1 2026 | May 04, 2026 |
| AWM CAPITAL, LLC | History | Added to | 333,037 | 8,852 | 0.8% | 0.77% | 51 | +13,434 | 4.2% | Q1 2026 | May 12, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 329,549 | 8,759 | 1.07% | 1.0% | 52 | +31,753 | 10.66% | Q1 2026 | Apr 23, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 314,570 | 8,361 | 4.7% | 4.34% | 53 | +21,273 | 7.25% | Q1 2026 | May 14, 2026 |
| REAP Financial Group, LLC | History | Added to | 314,019 | 8,346 | 1.65% | 1.5% | 54 | +34,634 | 12.4% | Q1 2026 | May 11, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 274,860 | 7,305 | 0.06% | 0.03% | 55 | +149,271 | 118.86% | Q1 2026 | May 11, 2026 |
| RFG Advisory, LLC | History | Reduced | 273,464 | 7,268 | 0.13% | 0.14% | 56 | -9,562 | -3.38% | Q1 2026 | Apr 17, 2026 |
| Wealth Architects, LLC | History | Added to | 269,415 | 7,161 | 0.64% | 0.62% | 57 | +10,612 | 4.1% | Q1 2026 | May 15, 2026 |
| McLean Asset Management Corp | History | Added to | 267,340 | 7,105 | 1.24% | 0.71% | 58 | +119,724 | 81.11% | Q1 2026 | Apr 22, 2026 |
| GeoWealth Management, LLC | History | Added to | 263,669 | 7,008 | 0.25% | 0.23% | 59 | +26,534 | 11.19% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Reduced | 256,897 | 6,828 | 0.19% | 0.57% | 60 | -490,180 | -65.61% | Q1 2026 | May 13, 2026 |
| Burk Holdings LLC | History | Added to | 254,363 | 6,760 | 2.9% | 2.99% | 61 | +16,867 | 7.1% | Q1 2026 | May 07, 2026 |
| Peirce Capital Management, LLC | History | Added to | 253,023 | 6,725 | 2.63% | 2.65% | 62 | +1,386 | 0.55% | Q1 2026 | Apr 20, 2026 |
| CogentBlue Wealth Advisors, LLC | History | No change | 245,059 | 6,513 | 4.38% | 4.41% | 63 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 244,197 | 6,490 | 1.95% | 1.83% | 64 | +19,332 | 8.6% | Q1 2026 | Apr 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 235,644 | 6,362 | 0.01% | 0.01% | 65 | -47,549 | -16.79% | Q1 2026 | Apr 08, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 235,258 | 6,253 | 1.85% | 1.75% | 66 | +15,879 | 7.24% | Q1 2026 | May 06, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 215,422 | 5,725 | 0.3% | 0.29% | 67 | +12,179 | 5.99% | Q1 2026 | Apr 17, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 214,005 | 5,688 | 1.6% | 1.35% | 68 | -129,755 | -37.75% | Q1 2026 | Apr 16, 2026 |
| Forum Private Client Group LLC | History | Added to | 211,347 | 5,618 | 1.87% | 1.73% | 69 | +19,084 | 9.93% | Q1 2026 | May 13, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 210,980 | 5,607 | 1.87% | 2.87% | 70 | -77,954 | -26.98% | Q1 2026 | May 13, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 205,466 | 5,461 | 2.1% | 1.92% | 71 | +19,585 | 10.54% | Q1 2026 | May 01, 2026 |
| Greenspring Advisors, LLC | History | Added to | 204,167 | 5,426 | 0.33% | 0.3% | 72 | +16,086 | 8.55% | Q1 2026 | May 04, 2026 |
| New Dimensions Wealth Management, LLC | History | Added to | 197,838 | 5,258 | 4.47% | 4.38% | 73 | +4,102 | 2.12% | Q1 2026 | May 14, 2026 |
| Shotwell Rutter Baer Inc | History | Added to | 195,171 | 5,187 | 3.05% | 2.97% | 74 | +9,673 | 5.21% | Q1 2026 | Apr 21, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 194,292 | 5,164 | 1.27% | 0.88% | 75 | +81,368 | 72.06% | Q1 2026 | Apr 13, 2026 |
| Platform Wealth Management, LLC | History | No change | 193,518 | 5,112 | 1.36% | 1.36% | 76 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Vawter Financial, Ltd. | History | Added to | 191,972 | 5,102 | 2.15% | 2.05% | 77 | +8,022 | 4.36% | Q1 2026 | May 15, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 190,966 | 5,075 | 1.31% | 1.2% | 78 | +17,488 | 10.08% | Q1 2026 | May 01, 2026 |
| New Capital Management LP | History | Added to | 190,634 | 5,067 | 1.25% | 0.99% | 79 | +42,099 | 28.34% | Q1 2026 | Apr 14, 2026 |
| LAM GROUP, INC. | History | Reduced | 188,110 | 4,999 | 2.75% | 3.06% | 80 | -14,350 | -7.09% | Q1 2026 | Apr 22, 2026 |
| AlTi Global, Inc. | History | No change | 179,651 | 4,775 | 0.1% | 0.1% | 81 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 178,855 | 4,753 | 0.63% | 0.61% | 82 | +19,312 | 12.1% | Q1 2026 | May 11, 2026 |
| Clarity Wealth Development LLC | History | Added to | 178,255 | 4,738 | 3.87% | 3.83% | 83 | +7,014 | 4.1% | Q1 2026 | Apr 22, 2026 |
| JDH Wealth Management, LLC | History | Added to | 176,715 | 4,697 | 3.17% | 3.05% | 84 | +8,583 | 5.1% | Q1 2026 | Apr 16, 2026 |
| von Borstel & Associates, Inc. | History | Added to | 176,632 | 4,694 | 1.07% | 1.06% | 85 | +5,368 | 3.13% | Q1 2026 | May 12, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 175,769 | 4,671 | 3.28% | 3.21% | 86 | +4,574 | 2.67% | Q1 2026 | May 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 172,186 | 4,576 | 0.01% | 0.01% | 87 | -90,407 | -34.43% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Added to | 171,325 | 4,553 | 0.16% | 0.13% | 88 | +19,544 | 12.88% | Q1 2026 | Apr 22, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 169,563 | 4,506 | 0.02% | 0.03% | 89 | -38,329 | -18.44% | Q1 2026 | May 14, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 166,463 | 4,425 | 1.65% | 1.53% | 90 | +12,338 | 8.01% | Q1 2026 | Apr 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 165,547 | 4,400 | 0.02% | 0.02% | 91 | -2,081 | -1.24% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 164,068 | 4,387 | 0.04% | 0.04% | 92 | +10,373 | 6.75% | Q1 2026 | Apr 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 163,087 | 4,334 | 0.13% | 0.18% | 93 | -23,867 | -12.77% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 161,710 | 4,225 | 0.0% | 0.0% | 94 | +458 | 0.28% | Q1 2026 | May 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 157,447 | 4,184 | 0.89% | 0.84% | 95 | +6,901 | 4.58% | Q1 2026 | May 05, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Added to | 152,889 | 4,063 | 1.91% | 1.76% | 96 | +6,033 | 4.11% | Q1 2026 | May 12, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 149,240 | 3,965 | 1.86% | 1.69% | 97 | +25,837 | 20.94% | Q1 2026 | Apr 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 147,038 | 3,908 | 0.01% | 0.01% | 98 | -6,685 | -4.35% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 146,346 | 3,889 | 0.15% | 0.13% | 99 | +7,049 | 5.06% | Q1 2026 | May 11, 2026 |
| Betterment LLC | History | Added to | 144,297 | 3,835 | 0.01% | 0.01% | 100 | +3,434 | 2.44% | Q1 2026 | May 14, 2026 |
| Physician Wealth Solutions Inc. | History | Added to | 139,040 | 3,695 | 1.53% | 1.13% | 101 | +37,744 | 37.26% | Q1 2026 | Apr 13, 2026 |
| LRI Investments, LLC | History | Reduced | 127,832 | 3,397 | 0.3% | 0.28% | 102 | -2,132 | -1.64% | Q1 2026 | Apr 30, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 124,103 | 3,298 | 0.5% | 0.41% | 103 | +25,443 | 25.79% | Q1 2026 | Apr 14, 2026 |
| Krilogy Financial LLC | History | Reduced | 114,273 | 3,265 | 0.11% | 0.11% | 104 | -2,944 | -2.51% | Q1 2026 | Apr 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 119,652 | 3,180 | 0.0% | 0.0% | 105 | +6,431 | 5.68% | Q1 2026 | May 15, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 119,174 | 3,167 | 0.95% | 0.79% | 106 | +21,286 | 21.75% | Q1 2026 | Apr 10, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 117,504 | 3,123 | 0.32% | 0.37% | 107 | -10,904 | -8.49% | Q1 2026 | Apr 30, 2026 |
| Mattern Wealth Management LLC | History | Added to | 114,599 | 3,046 | 0.59% | 0.55% | 108 | +5,678 | 5.21% | Q1 2026 | Apr 23, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Added to | 113,828 | 3,025 | 3.11% | 3.28% | 109 | +1,999 | 1.79% | Q1 2026 | May 04, 2026 |
| Burton Enright Welch | History | Reduced | 110,996 | 2,950 | 0.4% | 0.41% | 110 | -393 | -0.35% | Q1 2026 | May 01, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 110,206 | 2,929 | 1.23% | 1.19% | 111 | +8,740 | 8.61% | Q1 2026 | Apr 08, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 102,694 | 2,910 | 0.06% | 0.07% | 112 | +536 | 0.52% | Q1 2026 | May 04, 2026 |
| Stratos Investment Management, LLC | History | Added to | 107,915 | 2,868 | 0.12% | 0.11% | 113 | +5,531 | 5.4% | Q1 2026 | Apr 28, 2026 |
| Yardley Wealth Management LLC | History | Added to | 107,880 | 2,867 | 1.47% | 1.36% | 114 | +10,918 | 11.26% | Q1 2026 | Apr 21, 2026 |
| Longview Financial Advisors LLC | History | Added to | 107,883 | 2,867 | 1.56% | 1.48% | 115 | +6,562 | 6.48% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 104,439 | 2,775 | 0.01% | 0.01% | 116 | +11,688 | 12.6% | Q1 2026 | May 04, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 102,956 | 2,736 | 1.1% | 1.12% | 117 | +29 | 0.03% | Q1 2026 | May 12, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 101,572 | 2,699 | 0.52% | 0.48% | 118 | +12,506 | 14.04% | Q1 2026 | Apr 24, 2026 |
| Veratis Advisors, Inc. | History | No change | 93,451 | 2,676 | 2.12% | 2.12% | 119 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 99,972 | 2,657 | 0.5% | 0.42% | 120 | +15,416 | 18.23% | Q1 2026 | Apr 28, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 99,167 | 2,635 | 0.72% | 0.72% | 121 | +4,191 | 4.41% | Q1 2026 | May 13, 2026 |
| Foundry Financial LLC | History | Added to | 89,855 | 2,388 | 1.01% | 1.03% | 122 | +15,766 | 21.28% | Q1 2026 | Apr 21, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 87,637 | 2,329 | 1.33% | 1.39% | 123 | -5,217 | -5.62% | Q1 2026 | Apr 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 86,769 | 2,306 | 0.03% | 0.03% | 124 | +11,719 | 15.61% | Q1 2026 | May 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 86,244 | 2,292 | 0.01% | 0.01% | 125 | +2,037 | 2.42% | Q1 2026 | May 05, 2026 |
| Sterling Wealth Advisors Inc | History | Added to | 79,101 | 2,292 | 1.31% | 1.26% | 126 | +83 | 0.11% | Q1 2026 | Apr 22, 2026 |
| Sensenig Capital Advisors, Inc | History | Added to | 85,390 | 2,269 | 2.33% | 2.22% | 127 | +2,721 | 3.29% | Q1 2026 | Apr 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 85,198 | 2,264 | 0.0% | 0.0% | 128 | +19,023 | 28.75% | Q1 2026 | May 14, 2026 |
| Avant Financial Advisors LLC | History | Added to | 85,077 | 2,261 | 1.59% | 1.59% | 129 | +1,224 | 1.46% | Q1 2026 | Apr 23, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 84,173 | 2,237 | 0.02% | 0.02% | 130 | +1,018 | 1.22% | Q1 2026 | May 13, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 80,838 | 2,148 | 0.73% | 0.62% | 131 | +13,727 | 20.45% | Q1 2026 | Apr 17, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Added to | 77,454 | 2,058 | 1.62% | 1.55% | 132 | +3,009 | 4.04% | Q1 2026 | Apr 16, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 74,205 | 1,972 | 0.11% | 0.1% | 133 | +8,856 | 13.55% | Q1 2026 | Apr 09, 2026 |
| Vistica Wealth Advisors, LLC | History | Reduced | 71,495 | 1,900 | 1.89% | 2.5% | 134 | -23,444 | -24.69% | Q1 2026 | Apr 23, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 71,311 | 1,895 | 0.21% | 0.28% | 135 | -16,204 | -18.52% | Q1 2026 | May 12, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 70,908 | 1,884 | 0.85% | 0.79% | 136 | +8,581 | 13.77% | Q1 2026 | Apr 09, 2026 |
| Creative Planning | History | Added to | 70,354 | 1,869 | 0.0% | 0.0% | 137 | +2,999 | 4.45% | Q1 2026 | May 12, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 67,371 | 1,790 | 0.27% | 0.27% | 138 | +2,050 | 3.14% | Q1 2026 | Apr 22, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 66,905 | 1,778 | 0.01% | 0.0% | 139 | +52,735 | 372.16% | Q1 2026 | May 07, 2026 |
| SageOak Financial, LLC | History | Added to | 66,544 | 1,768 | 1.24% | 1.24% | 140 | +1,619 | 2.49% | Q1 2026 | May 11, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 64,207 | 1,706 | 0.41% | 0.35% | 141 | +9,848 | 18.12% | Q1 2026 | Apr 10, 2026 |
| Wheels Up Wealth, Inc. | History | Reduced | 63,195 | 1,679 | 1.58% | 1.64% | 142 | -3,281 | -4.94% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 62,418 | 1,659 | 0.0% | — | 143 | +62,418 | New | Q1 2026 | May 13, 2026 |
| CSP Financial Group, LLC | History | New | 60,428 | 1,606 | 1.64% | — | 145 | +60,428 | New | Q1 2026 | May 08, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Added to | 60,427 | 1,606 | 1.06% | 1.03% | 144 | +2,018 | 3.45% | Q1 2026 | Apr 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 59,836 | 1,590 | 0.01% | 0.01% | 146 | +10,522 | 21.34% | Q1 2026 | Apr 07, 2026 |
| Three Arch Wealth Management LLC | History | Reduced | 59,359 | 1,577 | 0.28% | 0.31% | 147 | -3,434 | -5.47% | Q1 2026 | May 06, 2026 |
| Tactive Advisors, LLC | History | Added to | 59,015 | 1,568 | 0.44% | 0.44% | 148 | +1,589 | 2.77% | Q1 2026 | Apr 16, 2026 |
| Vantage Point Financial LLC | History | Added to | 58,059 | 1,543 | 0.54% | 0.5% | 149 | +4,630 | 8.67% | Q1 2026 | May 01, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 55,489 | 1,474 | 0.08% | 0.07% | 150 | +4,091 | 7.96% | Q1 2026 | Apr 13, 2026 |
| Ridgeline Wealth, LLC | History | Added to | 55,358 | 1,471 | 1.05% | 0.96% | 151 | +3,005 | 5.74% | Q1 2026 | Apr 15, 2026 |
| Savvy Advisors, Inc. | History | Added to | 54,844 | 1,457 | 0.04% | 0.04% | 152 | +8,811 | 19.14% | Q1 2026 | May 11, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 54,633 | 1,452 | 0.4% | 0.26% | 153 | +19,504 | 55.52% | Q1 2026 | Apr 14, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 53,312 | 1,417 | 0.27% | 0.26% | 154 | +1,127 | 2.16% | Q1 2026 | Apr 09, 2026 |
| Abel Hall, LLC | History | Added to | 52,837 | 1,404 | 0.3% | 0.33% | 155 | +19 | 0.04% | Q1 2026 | Apr 28, 2026 |
| marrick wealth, LLC | History | Added to | 51,869 | 1,378 | 1.16% | 1.1% | 156 | +973 | 1.91% | Q1 2026 | Apr 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 51,802 | 1,376 | 0.03% | 0.03% | 157 | +5,159 | 11.06% | Q1 2026 | May 04, 2026 |
| W.H. Cornerstone Investments Inc. | History | Reduced | 51,597 | 1,371 | 0.86% | 0.89% | 158 | -4,463 | -7.96% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 51,247 | 1,362 | 0.01% | 0.0% | 159 | +5,448 | 11.9% | Q1 2026 | Apr 30, 2026 |
| Timonier Family Office, LTD. | History | No change | 51,428 | 1,358 | 0.43% | 0.43% | 160 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 50,858 | 1,351 | 0.21% | 0.2% | 161 | +1,265 | 2.55% | Q1 2026 | Apr 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 48,105 | 1,278 | 0.02% | 0.04% | 162 | -30,889 | -39.1% | Q1 2026 | Apr 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 47,575 | 1,264 | 0.01% | 0.0% | 163 | +28,225 | 145.87% | Q1 2026 | May 08, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 47,552 | 1,263 | 0.0% | 0.0% | 164 | +20,584 | 76.33% | Q1 2026 | May 15, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Added to | 46,008 | 1,222 | 0.54% | 0.49% | 165 | +2,625 | 6.05% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 45,270 | 1,203 | 0.0% | 0.0% | 166 | -4,177 | -8.45% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | New | 44,981 | 1,195 | 0.0% | — | 167 | +44,981 | New | Q1 2026 | May 15, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 44,133 | 1,173 | 0.72% | 0.69% | 168 | +2,444 | 5.86% | Q1 2026 | Apr 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 43,106 | 1,145 | 0.0% | 0.0% | 169 | +9,155 | 26.97% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 42,997 | 1,142 | 0.01% | 0.01% | 170 | +1,355 | 3.25% | Q1 2026 | May 15, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 42,826 | 1,138 | 0.62% | 0.47% | 171 | +10,591 | 32.86% | Q1 2026 | Apr 22, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 42,596 | 1,132 | 0.38% | 0.34% | 172 | +7,144 | 20.15% | Q1 2026 | May 08, 2026 |
| AA Financial Advisors, LLC | History | New | 42,437 | 1,127 | 0.16% | — | 174 | +42,437 | New | Q1 2026 | Apr 20, 2026 |
| WorthPointe, LLC | History | Added to | 42,403 | 1,127 | 0.31% | 0.28% | 173 | +2,005 | 4.96% | Q1 2026 | May 12, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 41,222 | 1,095 | 0.17% | 0.15% | 175 | +4,762 | 13.06% | Q1 2026 | May 01, 2026 |
| Root Financial Partners, LLC | History | Added to | 40,526 | 1,077 | 0.05% | 0.04% | 176 | +10,743 | 36.07% | Q1 2026 | Apr 24, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Reduced | 40,498 | 1,076 | 0.36% | 0.45% | 177 | -7,206 | -15.11% | Q1 2026 | Apr 23, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Reduced | 37,034 | 1,072 | 0.44% | 0.5% | 178 | -3,741 | -9.17% | Q1 2026 | Apr 22, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 39,577 | 1,051 | 0.27% | 0.23% | 179 | +5,639 | 16.62% | Q1 2026 | Apr 14, 2026 |
| E-Wealth Partners, LLC | History | No change | 39,134 | 1,033 | 0.87% | 0.87% | 180 | 0 | 0.0% | Q4 2025 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 38,585 | 1,025 | 0.0% | 0.0% | 181 | -2,811 | -6.79% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | New | 38,514 | 1,023 | 0.01% | — | 182 | +38,514 | New | Q1 2026 | Apr 15, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 38,320 | 1,018 | 0.05% | 0.07% | 183 | -1,520 | -3.82% | Q1 2026 | May 14, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 37,514 | 997 | 0.26% | 0.06% | 184 | +29,853 | 389.67% | Q1 2026 | May 11, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 37,377 | 993 | 0.01% | 0.01% | 185 | -684 | -1.8% | Q1 2026 | May 06, 2026 |
| Cypress Point Wealth Management, LLC | History | Reduced | 35,734 | 949 | 0.2% | 0.26% | 186 | -8,938 | -20.01% | Q1 2026 | Apr 13, 2026 |
| Core Wealth Management, Inc. | History | Added to | 35,129 | 933 | 0.29% | 0.23% | 187 | +7,103 | 25.34% | Q1 2026 | Apr 28, 2026 |
| Blue Trust, Inc. | History | Added to | 34,362 | 913 | 0.01% | 0.01% | 188 | +655 | 1.94% | Q1 2026 | Apr 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 33,500 | 890 | 0.0% | 0.0% | 189 | +4,558 | 15.75% | Q1 2026 | Apr 30, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 33,325 | 885 | 0.26% | 0.21% | 190 | +6,965 | 26.42% | Q1 2026 | Apr 30, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 32,825 | 872 | 0.02% | 0.01% | 191 | +5,714 | 21.08% | Q1 2026 | May 15, 2026 |
| Equita Financial Network, Inc. | History | Added to | 31,498 | 837 | 0.26% | 0.25% | 192 | +41 | 0.13% | Q1 2026 | Apr 23, 2026 |
| Total Wealth Planning, LLC | History | No change | 30,217 | 798 | 1.71% | 1.71% | 193 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 29,910 | 795 | 0.57% | 0.57% | 194 | +1,631 | 5.77% | Q1 2026 | Apr 13, 2026 |
| Vise Technologies, Inc. | History | No change | 29,809 | 787 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 29,298 | 778 | 0.1% | 0.06% | 196 | +11,108 | 61.07% | Q1 2026 | Apr 07, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 28,383 | 754 | 0.05% | 0.06% | 197 | +1,035 | 3.78% | Q1 2026 | Apr 17, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 28,246 | 750 | 0.14% | 0.11% | 198 | +3,814 | 15.61% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 27,897 | 741 | 0.0% | 0.0% | 199 | -2,936 | -9.52% | Q1 2026 | May 13, 2026 |
| KM Capital Management Ltd. | History | Reduced | 25,546 | 734 | 0.49% | 0.4% | 200 | -4,124 | -13.9% | Q1 2026 | May 15, 2026 |
| BWM Planning, LLC | History | Reduced | 27,542 | 732 | 0.19% | 0.37% | 201 | -25,137 | -47.72% | Q1 2026 | Apr 21, 2026 |
| Virtu Financial LLC | History | New | 27,213 | 723 | 0.03% | — | 202 | +27,213 | New | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 25,415 | 720 | 0.01% | 0.03% | 203 | +3,375 | 15.31% | Q1 2026 | May 01, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 25,866 | 691 | 0.54% | 0.47% | 204 | +7,126 | 38.03% | Q1 2026 | Apr 02, 2026 |
| Private Advisor Group, LLC | History | Added to | 25,610 | 680 | 0.0% | 0.0% | 205 | +363 | 1.44% | Q1 2026 | Apr 24, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 25,179 | 669 | 0.25% | 0.25% | 206 | -385 | -1.51% | Q1 2026 | Apr 09, 2026 |
| Shearwater Capital LLC | History | Added to | 24,815 | 659 | 0.35% | 0.36% | 207 | +1,277 | 5.43% | Q1 2026 | Apr 09, 2026 |
| MB Generational Wealth, LLC | History | Added to | 24,744 | 657 | 0.36% | 0.34% | 208 | +406 | 1.67% | Q1 2026 | May 04, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 24,581 | 653 | 0.06% | 0.07% | 209 | -2,724 | -9.98% | Q1 2026 | Apr 24, 2026 |
| UBS Group AG | History | Added to | 24,221 | 643 | 0.0% | 0.0% | 210 | +23,939 | 8489.01% | Q1 2026 | May 05, 2026 |
| Foster Group, Inc. | History | Added to | 24,103 | 640 | 0.02% | 0.02% | 211 | +3,683 | 18.04% | Q1 2026 | Apr 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 23,904 | 624 | 0.02% | 0.02% | 212 | -372 | -1.53% | Q1 2026 | May 15, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 23,392 | 621 | 0.13% | 0.1% | 213 | +6,629 | 39.55% | Q1 2026 | May 12, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 23,248 | 617 | 0.52% | 0.49% | 214 | +2,376 | 11.38% | Q1 2026 | Apr 21, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 22,333 | 593 | 0.13% | 0.13% | 215 | +238 | 1.08% | Q1 2026 | Apr 02, 2026 |
| First Pacific Financial | History | Added to | 22,237 | 591 | 0.08% | 0.06% | 216 | +3,568 | 19.11% | Q1 2026 | Apr 23, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | Added to | 22,212 | 590 | 0.56% | 0.45% | 217 | +2,744 | 14.09% | Q1 2026 | May 06, 2026 |
| HEFFERNAN ADVISORY, INC | History | Added to | 21,944 | 583 | 0.54% | 0.51% | 218 | +1,814 | 9.01% | Q1 2026 | Apr 27, 2026 |
| Capstone Wealth Management, LLC | History | Added to | 21,559 | 573 | 0.4% | 0.36% | 220 | +2,885 | 15.45% | Q1 2026 | Apr 16, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 21,582 | 573 | 0.16% | 0.16% | 219 | +13 | 0.06% | Q1 2026 | May 01, 2026 |
| Equitable Holdings, Inc. | History | Added to | 21,535 | 568 | 0.0% | 0.0% | 221 | +149 | 0.7% | Q1 2026 | May 15, 2026 |
| Oath Planning, LLC | History | Added to | 21,197 | 563 | 0.5% | 0.5% | 222 | +1,899 | 9.84% | Q1 2026 | May 08, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 20,977 | 557 | 0.21% | 0.21% | 223 | -39 | -0.19% | Q1 2026 | Apr 21, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 20,375 | 541 | 0.0% | 0.0% | 224 | -3,353 | -14.13% | Q1 2026 | Apr 27, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 19,326 | 540 | 0.05% | 0.05% | 225 | +8 | 0.04% | Q1 2026 | Apr 29, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 19,257 | 511 | 0.07% | 0.05% | 226 | +4,975 | 34.83% | Q1 2026 | Apr 20, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 18,975 | 504 | 0.01% | 0.01% | 227 | +1,616 | 9.31% | Q1 2026 | May 11, 2026 |
| Austin Private Wealth, LLC | History | No change | 19,009 | 502 | 0.04% | 0.04% | 228 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| VanderPol Investments L.L.C. | History | No change | 17,763 | 469 | 0.82% | 0.82% | 229 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 17,533 | 466 | 0.16% | 0.23% | 230 | -6,365 | -26.63% | Q1 2026 | Apr 21, 2026 |
| Five Oceans Advisors | History | Reduced | 17,091 | 454 | 0.16% | 0.16% | 231 | -80 | -0.47% | Q1 2026 | Apr 07, 2026 |
| Essential Planning, LLC. | History | Added to | 16,639 | 442 | 0.14% | 0.11% | 232 | +3,200 | 23.81% | Q1 2026 | Apr 22, 2026 |
| Navigate Wealth Management, LLC | History | New | 14,909 | 425 | 0.3% | — | 233 | +14,909 | New | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Added to | 15,855 | 421 | 0.0% | 0.0% | 234 | +5,034 | 46.52% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Reduced | 15,865 | 421 | 0.0% | 0.0% | 235 | -2,208 | -12.22% | Q1 2026 | May 15, 2026 |
| NWAM LLC | History | Reduced | 14,652 | 389 | 0.02% | 0.03% | 236 | -2,256 | -13.34% | Q1 2026 | May 04, 2026 |
| Two West Capital Advisors LLC | History | Added to | 13,387 | 379 | 0.2% | 0.2% | 237 | +191 | 1.45% | Q1 2026 | May 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 13,834 | 367 | 0.01% | 0.0% | 238 | +12,386 | 855.39% | Q1 2026 | Apr 07, 2026 |
| McGrath & Associates, Inc. | History | Reduced | 13,828 | 367 | 0.54% | 0.73% | 239 | -5,662 | -29.05% | Q1 2026 | Apr 10, 2026 |
| Cetera Investment Advisers | History | Reduced | 13,723 | 364 | 0.0% | 0.0% | 240 | -436 | -3.08% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 13,531 | 359 | 0.01% | 0.01% | 241 | +879 | 6.95% | Q1 2026 | Apr 13, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 13,328 | 354 | 0.11% | 0.12% | 242 | -117 | -0.87% | Q1 2026 | Apr 15, 2026 |
| Mills Wealth Advisors LLC | History | New | 13,290 | 353 | 0.12% | — | 243 | +13,290 | New | Q1 2026 | Apr 24, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 13,038 | 346 | 0.01% | 0.01% | 244 | -473 | -3.5% | Q1 2026 | Apr 07, 2026 |
| SouthState Bank Corp | History | Reduced | 12,977 | 344 | 0.02% | 0.02% | 245 | -78 | -0.6% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Reduced | 12,679 | 337 | 0.0% | 0.0% | 246 | -217 | -1.68% | Q1 2026 | May 06, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 12,639 | 335 | 0.28% | 0.28% | 247 | +112 | 0.89% | Q1 2026 | Apr 14, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Reduced | 12,594 | 334 | 0.04% | 0.21% | 248 | -47,320 | -78.98% | Q1 2026 | Apr 20, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 12,495 | 332 | 0.04% | 0.02% | 250 | +6,493 | 108.18% | Q1 2026 | Apr 08, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 12,526 | 332 | 0.03% | 0.03% | 249 | +1,564 | 14.27% | Q1 2026 | Apr 16, 2026 |
| Broadhurst Jeffrey B | History | Added to | 12,335 | 327 | 0.34% | 0.31% | 251 | +1,139 | 10.17% | Q1 2026 | May 14, 2026 |
| Investmark Advisory Group LLC | History | Added to | 12,219 | 324 | 0.14% | 0.14% | 252 | +196 | 1.63% | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | New | 12,000 | 318 | 0.01% | — | 253 | +12,000 | New | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | New | 11,947 | 317 | 0.0% | — | 254 | +11,947 | New | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | New | 11,915 | 316 | 0.0% | — | 255 | +11,915 | New | Q1 2026 | Apr 16, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 11,820 | 314 | 0.27% | 0.26% | 256 | +258 | 2.23% | Q1 2026 | May 05, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 11,704 | 311 | 0.09% | 0.11% | 258 | -2,053 | -14.92% | Q1 2026 | Apr 15, 2026 |
| Simplicity Wealth,LLC | History | Added to | 11,716 | 311 | 0.02% | 0.02% | 259 | +674 | 6.1% | Q1 2026 | Apr 30, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 11,800 | 311 | 0.03% | 0.03% | 257 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 11,601 | 308 | 0.12% | 0.14% | 260 | -1,811 | -13.5% | Q1 2026 | Apr 20, 2026 |
| Invst, LLC | History | Added to | 11,483 | 305 | 0.03% | 0.03% | 261 | +621 | 5.72% | Q1 2026 | May 13, 2026 |
| Grunden Financial Advisory, Inc. | History | No change | 11,535 | 304 | 0.12% | 0.12% | 262 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Wedmont Private Capital | History | Added to | 10,759 | 298 | 0.01% | 0.01% | 263 | +1,562 | 16.98% | Q1 2026 | Apr 09, 2026 |
| Summit Financial, LLC | History | Reduced | 11,127 | 295 | 0.0% | 0.0% | 264 | -913 | -7.58% | Q1 2026 | May 15, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 10,834 | 287 | 0.01% | 0.02% | 265 | -113 | -1.03% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 10,766 | 286 | 0.0% | — | 266 | +10,766 | New | Q1 2026 | May 14, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 10,688 | 284 | 0.08% | 0.08% | 267 | +59 | 0.56% | Q1 2026 | Apr 24, 2026 |
| Vested Financial Planning, LLC | History | Added to | 10,324 | 274 | 0.21% | 0.19% | 268 | +975 | 10.43% | Q1 2026 | Apr 16, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 71,610 | 250 | 0.01% | 0.01% | 269 | -17,668 | -19.79% | Q1 2026 | May 15, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 9,429 | 250 | 0.22% | — | 270 | +9,429 | New | Q1 2026 | Apr 21, 2026 |
| Selective Wealth Management, Inc. | History | New | 8,636 | 244 | 0.07% | — | 271 | +8,636 | New | Q1 2026 | Apr 30, 2026 |
| Security Financial Services, INC. | History | No change | 9,204 | 243 | 0.04% | 0.04% | 272 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 8,880 | 236 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | New | 8,500 | 225 | 0.02% | — | 274 | +8,500 | New | Q1 2026 | May 06, 2026 |
| IFG Advisors, LLC | History | Added to | 8,306 | 220 | 0.04% | 0.04% | 275 | +1 | 0.01% | Q1 2026 | Apr 09, 2026 |
| CreativeOne Wealth, LLC | History | New | 8,253 | 219 | 0.01% | — | 276 | +8,253 | New | Q1 2026 | May 15, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 8,100 | 215 | 0.1% | 0.1% | 277 | +225 | 2.86% | Q1 2026 | Apr 14, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | No change | 7,921 | 210 | 0.19% | 0.2% | 278 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Canvas Wealth Advisors, LLC | History | New | 7,841 | 208 | 0.04% | — | 279 | +7,841 | New | Q1 2026 | Apr 28, 2026 |
| Excelsior Advisor Network LLC | History | New | 7,734 | 205 | 0.08% | — | 280 | +7,734 | New | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 7,433 | 197 | 0.07% | 0.08% | 281 | -768 | -9.36% | Q1 2026 | Apr 23, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 6,320 | 167 | 0.01% | 0.01% | 282 | +663 | 11.72% | Q1 2026 | Apr 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 5,921 | 157 | 0.03% | 0.01% | 283 | +3,150 | 113.68% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 4,804 | 127 | 0.0% | — | 284 | +4,804 | New | Q1 2026 | May 11, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 4,747 | 126 | 0.08% | 0.0% | 285 | +4,448 | 1487.63% | Q1 2026 | May 11, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 4,662 | 123 | 0.12% | — | 286 | +4,662 | New | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,059 | 107 | 0.0% | 0.0% | 287 | -120 | -2.87% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 3,819 | 101 | 0.0% | — | 288 | +3,819 | New | Q1 2026 | May 15, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 3,454 | 91 | 0.05% | — | 289 | +3,454 | New | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,000 | 84 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,734 | 73 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 2,699 | 71 | 0.0% | — | 292 | +2,699 | New | Q1 2026 | May 06, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 2,462 | 65 | 0.05% | — | 294 | +2,462 | New | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Added to | 2,461 | 65 | 0.0% | 0.0% | 293 | +202 | 8.94% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 2,000 | 53 | 0.0% | — | 295 | +2,000 | New | Q1 2026 | May 19, 2026 |
| FMR LLC | History | Added to | 1,982 | 52 | 0.0% | 0.0% | 296 | +766 | 62.99% | Q1 2026 | May 15, 2026 |
| Redwood Park Advisors LLC | History | Added to | 1,893 | 50 | 0.03% | 0.03% | 297 | +4 | 0.21% | Q1 2026 | May 04, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,876 | 49 | 0.04% | 0.04% | 298 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,423 | 37 | 0.0% | 0.0% | 299 | -330 | -18.82% | Q1 2026 | May 01, 2026 |
| Millstone Evans Group, LLC | History | Added to | 1,387 | 36 | 0.02% | 0.02% | 300 | +2 | 0.14% | Q1 2026 | Apr 30, 2026 |