Dimensional ETF Trust - DFIC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 38,461,411 | 1,366,533 | 2.02% | 1.94% | 1 | +1,462,378 | 3.95% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Reduced | 16,222,174 | 576,373 | 8.15% | 7.41% | 2 | -313,991 | -1.9% | Q1 2026 | Apr 23, 2026 |
| Evensky & Katz LLC | History | Reduced | 6,055,549 | 215,154 | 12.24% | 12.06% | 3 | -148,354 | -2.39% | Q1 2026 | Apr 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,435,458 | 193,121 | 0.05% | 0.05% | 4 | +804,921 | 17.38% | Q1 2026 | May 04, 2026 |
| Apella Capital, LLC | History | Added to | 4,552,460 | 172,902 | 2.57% | 2.93% | 5 | +256,005 | 5.96% | Q1 2026 | Apr 20, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 4,786,293 | 170,057 | 4.68% | 4.29% | 6 | +353,823 | 7.98% | Q1 2026 | May 07, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 4,466,470 | 158,693 | 9.67% | 9.47% | 7 | -15,075 | -0.34% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,316,541 | 153,366 | 0.16% | 0.19% | 8 | -808,522 | -15.78% | Q1 2026 | May 05, 2026 |
| RW Investment Management LLC | History | New | 4,234,459 | 150,450 | 14.56% | — | 9 | +4,234,459 | New | Q1 2026 | Apr 28, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 3,887,458 | 138,121 | 10.88% | 10.97% | 10 | +12,501 | 0.32% | Q1 2026 | May 01, 2026 |
| Plancorp, LLC | History | Added to | 3,498,838 | 130,681 | 3.72% | 3.22% | 11 | +405,295 | 13.1% | Q1 2026 | Apr 14, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 3,515,056 | 124,889 | 11.3% | 11.02% | 12 | -7,942 | -0.23% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 3,510,772 | 124,737 | 0.03% | 0.03% | 13 | +72,816 | 2.12% | Q1 2026 | May 06, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 3,455,475 | 122,773 | 16.14% | 16.54% | 14 | +2,033 | 0.06% | Q1 2026 | May 12, 2026 |
| Sageworth Trust Co | History | Reduced | 3,227,612 | 114,677 | 4.93% | 4.77% | 15 | -3,403 | -0.11% | Q1 2026 | Apr 29, 2026 |
| Focus Partners Wealth | History | Added to | 3,191,240 | 113,384 | 0.13% | 0.13% | 16 | +2,064 | 0.06% | Q1 2026 | May 14, 2026 |
| MASECO LLP | History | Added to | 3,168,524 | 112,593 | 3.53% | 4.32% | 17 | +290,428 | 10.09% | Q1 2026 | Apr 21, 2026 |
| Symmetry Partners, LLC | History | Added to | 2,829,499 | 100,532 | 5.74% | 5.55% | 18 | +106,680 | 3.92% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | New | 2,726,519 | 96,873 | 0.01% | — | 19 | +2,726,519 | New | Q1 2026 | May 12, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 2,611,359 | 92,781 | 6.73% | 6.33% | 20 | -240,729 | -8.44% | Q1 2026 | Apr 16, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 2,603,022 | 92,485 | 0.37% | 0.36% | 21 | -95,582 | -3.54% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 2,596,159 | 92,241 | 0.49% | 0.62% | 22 | +36,877 | 1.44% | Q1 2026 | May 15, 2026 |
| Kestra Investment Management, LLC | History | Added to | 2,557,353 | 90,862 | 1.57% | 2.12% | 23 | +46,721 | 1.86% | Q1 2026 | May 11, 2026 |
| WPWealth LLP | History | Reduced | 2,519,087 | 89,503 | 13.68% | 13.59% | 24 | -443 | -0.02% | Q1 2026 | May 11, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 2,461,444 | 87,455 | 1.64% | 1.66% | 25 | -53,573 | -2.13% | Q1 2026 | Apr 16, 2026 |
| Asset Dedication, LLC | History | No change | 2,519,884 | 86,835 | 5.7% | 5.7% | 26 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Aspen Capital Management, LLC | History | Added to | 2,275,858 | 80,861 | 20.02% | 19.36% | 27 | +7,229 | 0.32% | Q1 2026 | Apr 17, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 2,260,897 | 80,329 | 12.4% | 12.37% | 28 | +31,549 | 1.42% | Q1 2026 | May 12, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 2,187,179 | 77,710 | 6.98% | 7.01% | 29 | -548 | -0.03% | Q1 2026 | May 14, 2026 |
| Elser Financial Planning, Inc | History | New | 2,170,433 | 77,223 | 3.75% | — | 30 | +2,170,433 | New | Q1 2026 | Apr 15, 2026 |
| BRIGHTON JONES LLC | History | Added to | 2,078,625 | 73,853 | 3.11% | 2.57% | 31 | +58,682 | 2.91% | Q1 2026 | Apr 28, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 2,074,009 | 73,689 | 0.72% | 0.69% | 32 | +26,533 | 1.3% | Q1 2026 | May 08, 2026 |
| Hill Investment Group Partners, LLC | History | Added to | 2,039,273 | 72,455 | 8.0% | 8.33% | 33 | +8,227 | 0.41% | Q1 2026 | May 12, 2026 |
| Syverson Strege & Co | History | Reduced | 2,029,733 | 72,116 | 17.35% | 16.86% | 34 | -36,961 | -1.79% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,967,806 | 69,916 | 0.11% | 0.11% | 35 | +6,143 | 0.31% | Q1 2026 | May 14, 2026 |
| Truepoint, Inc. | History | Reduced | 1,959,163 | 69,609 | 1.55% | 1.6% | 36 | -98,990 | -4.81% | Q1 2026 | May 08, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 1,956,559 | 69,516 | 14.63% | 14.52% | 37 | +107,042 | 5.79% | Q1 2026 | May 12, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,956,405 | 69,511 | 8.49% | 8.24% | 38 | +65,693 | 3.47% | Q1 2026 | Apr 23, 2026 |
| Miramar Fiduciary Corp | History | Reduced | 1,915,823 | 68,069 | 55.8% | 55.56% | 39 | -168,053 | -8.06% | Q1 2026 | Apr 29, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 1,862,542 | 66,176 | 4.84% | 4.48% | 40 | +70,697 | 3.95% | Q1 2026 | Apr 23, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 1,774,192 | 63,037 | 4.51% | 4.48% | 41 | +32,129 | 1.84% | Q1 2026 | Apr 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,736,974 | 61,714 | 0.68% | 0.58% | 42 | +494,989 | 39.85% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 1,583,801 | 56,272 | 0.11% | 0.1% | 43 | +20,255 | 1.3% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,582,342 | 56,220 | 0.08% | 0.07% | 44 | +91,236 | 6.12% | Q1 2026 | Apr 27, 2026 |
| Kooman & Associates | History | Reduced | 1,570,653 | 55,805 | 16.64% | 16.25% | 45 | -23,987 | -1.5% | Q1 2026 | Apr 21, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 1,549,030 | 55,037 | 1.18% | 1.19% | 46 | +94,082 | 6.47% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 1,549,030 | 55,037 | 1.02% | 1.03% | 47 | +94,082 | 6.47% | Q1 2026 | May 06, 2026 |
| Financial Plan, Inc. | History | Added to | 1,516,156 | 53,869 | 5.77% | 5.58% | 48 | +106,677 | 7.57% | Q1 2026 | Apr 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,463,977 | 52,015 | 0.0% | 0.0% | 49 | +244,584 | 20.06% | Q1 2026 | May 15, 2026 |
| Tencap Wealth Coaching, LLC | History | Reduced | 1,461,824 | 51,967 | 19.56% | 19.61% | 50 | -41,121 | -2.74% | Q1 2026 | Apr 17, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 1,419,420 | 50,432 | 10.87% | 10.53% | 51 | +30,373 | 2.19% | Q1 2026 | May 06, 2026 |
| Aspen Wealth Management LLC | History | Added to | 1,395,647 | 49,587 | 9.89% | 9.98% | 52 | +16,705 | 1.21% | Q1 2026 | Apr 01, 2026 |
| Mariner, LLC | History | Added to | 1,389,763 | 49,378 | 0.06% | 0.05% | 53 | +84,816 | 6.5% | Q1 2026 | May 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 1,385,033 | 49,210 | 5.3% | 5.22% | 54 | -6,396 | -0.46% | Q1 2026 | Apr 08, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 1,361,259 | 48,365 | 9.96% | 9.94% | 55 | -40,447 | -2.89% | Q1 2026 | Apr 15, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 1,341,057 | 47,647 | 13.37% | 12.97% | 56 | -1,158,077 | -46.34% | Q1 2026 | Apr 16, 2026 |
| von Borstel & Associates, Inc. | History | Reduced | 1,318,049 | 46,830 | 10.72% | 11.2% | 57 | -68,524 | -4.94% | Q1 2026 | May 12, 2026 |
| Eaton-Cambridge Inc. | History | Added to | 1,273,246 | 45,238 | 14.16% | 14.23% | 58 | +14,575 | 1.16% | Q1 2026 | May 06, 2026 |
| Verisail Partners, LLC | History | Reduced | 1,261,255 | 44,812 | 18.18% | 18.2% | 59 | -24,533 | -1.91% | Q1 2026 | Apr 20, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 1,250,586 | 44,433 | 13.55% | 13.69% | 60 | +33,410 | 2.74% | Q1 2026 | Apr 29, 2026 |
| Savant Capital, LLC | History | Reduced | 1,247,780 | 44,333 | 0.21% | 0.25% | 61 | -38,520 | -2.99% | Q1 2026 | May 04, 2026 |
| RS CRUM INC. | History | Reduced | 1,162,927 | 41,318 | 7.99% | 8.13% | 62 | -17,229 | -1.46% | Q1 2026 | Apr 15, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 1,159,923 | 41,212 | 12.63% | 12.44% | 63 | -20,327 | -1.72% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,151,149 | 40,900 | 2.12% | 2.02% | 64 | +50,406 | 4.58% | Q1 2026 | Apr 17, 2026 |
| Burton Enright Welch | History | Added to | 1,142,023 | 40,576 | 5.52% | 5.39% | 65 | +30,170 | 2.71% | Q1 2026 | May 01, 2026 |
| One Degree Advisors Inc | History | Added to | 1,122,058 | 39,866 | 10.46% | 9.83% | 66 | +84,305 | 8.12% | Q1 2026 | May 01, 2026 |
| EnRich Financial Partners LLC | History | Added to | 1,120,912 | 39,825 | 10.56% | 10.39% | 67 | +14,487 | 1.31% | Q1 2026 | May 05, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 1,096,790 | 38,968 | 9.47% | 8.9% | 68 | +17,520 | 1.62% | Q1 2026 | May 13, 2026 |
| American Trust | History | Added to | 1,088,939 | 38,690 | 3.42% | 2.9% | 69 | +88,005 | 8.79% | Q1 2026 | May 01, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 1,080,106 | 38,376 | 3.98% | 3.97% | 70 | -76,917 | -6.65% | Q1 2026 | Apr 13, 2026 |
| BCU Wealth Advisors, LLC | History | Reduced | 1,073,062 | 38,125 | 14.21% | 14.29% | 71 | -10,557 | -0.97% | Q1 2026 | Apr 20, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Added to | 1,064,396 | 37,817 | 10.23% | 9.55% | 72 | +56,898 | 5.65% | Q1 2026 | May 12, 2026 |
| True Wealth Design, LLC | History | Added to | 1,062,329 | 37,744 | 10.47% | 10.59% | 73 | +13,792 | 1.32% | Q1 2026 | Apr 13, 2026 |
| CAPSTONE CAPITAL LLC | History | Reduced | 1,054,038 | 37,449 | 24.12% | 23.83% | 74 | -10,484 | -0.98% | Q1 2026 | Apr 23, 2026 |
| Straight Path Wealth Management | History | Added to | 1,043,507 | 37,075 | 9.9% | 9.24% | 75 | +49,502 | 4.98% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 1,038,279 | 36,890 | 0.37% | 0.41% | 76 | +56,501 | 5.75% | Q1 2026 | May 13, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 1,017,885 | 36,165 | 10.82% | 9.33% | 77 | +134,377 | 15.21% | Q1 2026 | Apr 28, 2026 |
| Trust Co of the South | History | Added to | 1,012,932 | 35,989 | 5.79% | 5.6% | 78 | +2,155 | 0.21% | Q1 2026 | Apr 06, 2026 |
| Mattern Wealth Management LLC | History | Added to | 982,304 | 34,901 | 6.8% | 6.43% | 79 | +13,290 | 1.37% | Q1 2026 | Apr 23, 2026 |
| United Wealth Management, LLC | History | Added to | 979,558 | 34,803 | 8.65% | 8.59% | 80 | +15,401 | 1.6% | Q1 2026 | May 01, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 970,099 | 34,467 | 18.72% | 19.8% | 81 | +20,770 | 2.19% | Q1 2026 | Apr 21, 2026 |
| BURNEY CO/ | History | Added to | 967,635 | 34,380 | 1.07% | 0.96% | 82 | +75,117 | 8.42% | Q1 2026 | Apr 29, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 963,800 | 34,243 | 5.16% | 5.01% | 83 | +23,234 | 2.47% | Q1 2026 | Apr 22, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 949,884 | 33,749 | 0.07% | 0.06% | 84 | -12,672 | -1.32% | Q1 2026 | May 14, 2026 |
| MJP ASSOCIATES INC /ADV | History | New | 949,470 | 33,734 | 4.1% | — | 85 | +949,470 | New | Q1 2026 | May 05, 2026 |
| Advisor OS, LLC | History | New | 946,775 | 33,638 | 2.44% | — | 86 | +946,775 | New | Q1 2026 | May 07, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Added to | 916,900 | 32,577 | 8.93% | 8.64% | 87 | +53,118 | 6.15% | Q1 2026 | May 13, 2026 |
| Krilogy Financial LLC | History | Added to | 861,971 | 32,410 | 1.04% | 1.06% | 88 | +8,612 | 1.01% | Q1 2026 | Apr 17, 2026 |
| ACORN CREEK CAPITAL LLC | History | Reduced | 900,526 | 31,995 | 11.42% | 11.5% | 89 | -28,041 | -3.02% | Q1 2026 | May 12, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 872,760 | 31,009 | 9.2% | 9.4% | 90 | -65,022 | -6.93% | Q1 2026 | Apr 22, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 778,819 | 29,661 | 1.76% | 2.04% | 91 | -102,225 | -11.6% | Q1 2026 | May 14, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 822,926 | 29,238 | 3.86% | 3.84% | 92 | +48,502 | 6.26% | Q1 2026 | May 11, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 806,005 | 28,637 | 4.51% | 4.47% | 93 | -28,188 | -3.38% | Q1 2026 | Apr 13, 2026 |
| Rachor Investment Advisory Services, LLC | History | Reduced | 800,249 | 28,432 | 14.94% | 15.45% | 94 | -45,108 | -5.34% | Q1 2026 | May 07, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 798,853 | 28,383 | 1.52% | 1.49% | 95 | -736 | -0.09% | Q1 2026 | Apr 08, 2026 |
| Quantum Financial Planning Services, Inc. | History | Added to | 795,841 | 28,276 | 10.16% | 9.65% | 96 | +23,313 | 3.02% | Q1 2026 | Apr 14, 2026 |
| Lutz Financial Services LLC | History | Reduced | 790,627 | 28,090 | 1.89% | 1.85% | 97 | -661 | -0.08% | Q1 2026 | May 04, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 776,503 | 27,589 | 6.57% | 5.99% | 98 | +66,410 | 9.35% | Q1 2026 | Apr 22, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 755,893 | 26,856 | 2.83% | 1.96% | 99 | +449,654 | 146.83% | Q1 2026 | Apr 17, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 743,701 | 26,423 | 7.52% | 7.71% | 100 | +15,416 | 2.12% | Q1 2026 | Apr 27, 2026 |
| Sensible Money, LLC | History | Added to | 724,079 | 25,726 | 7.83% | 7.16% | 101 | +73,158 | 11.24% | Q1 2026 | Apr 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 711,963 | 25,296 | 0.1% | 0.09% | 102 | +77,692 | 12.25% | Q1 2026 | Apr 30, 2026 |
| Arax Advisory Partners | History | Reduced | 711,121 | 25,266 | 0.71% | 0.81% | 103 | -93,224 | -11.59% | Q1 2026 | May 13, 2026 |
| VeraBank, N.A. | History | Added to | 709,168 | 25,196 | 4.61% | 4.23% | 104 | +33,557 | 4.97% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 706,810 | 25,112 | 0.01% | 0.01% | 105 | +166,319 | 30.77% | Q1 2026 | May 14, 2026 |
| SwitchPoint Financial Planning, LLC | History | Added to | 703,061 | 24,979 | 16.94% | 16.31% | 106 | +27,100 | 4.01% | Q1 2026 | Apr 29, 2026 |
| Corient Private Wealth LLC | History | Reduced | 702,206 | 24,949 | 0.04% | 0.03% | 107 | -38,165 | -5.15% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 702,122 | 24,946 | 0.06% | 0.04% | 108 | +292,059 | 71.22% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 697,299 | 24,775 | 0.2% | 0.26% | 109 | +57,915 | 9.06% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 686,966 | 24,407 | 0.3% | 0.28% | 110 | +73,790 | 12.03% | Q1 2026 | May 11, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 683,724 | 24,292 | 8.22% | 6.37% | 111 | +2,115 | 0.31% | Q1 2026 | Apr 08, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 668,782 | 23,761 | 0.12% | 0.12% | 112 | -4,878 | -0.72% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 662,337 | 23,532 | 0.89% | 0.84% | 113 | -2,350 | -0.35% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 650,295 | 23,104 | 0.25% | — | 114 | +650,295 | New | Q1 2026 | Apr 20, 2026 |
| Efficient Advisors, LLC | History | Reduced | 646,208 | 22,959 | 1.63% | 2.35% | 115 | -523,802 | -44.77% | Q1 2026 | Apr 29, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 636,539 | 22,616 | 2.31% | 2.34% | 116 | +17,738 | 2.87% | Q1 2026 | Apr 30, 2026 |
| Blume Capital Management, Inc. | History | Reduced | 635,052 | 22,563 | 3.84% | 4.14% | 117 | -26,032 | -3.94% | Q1 2026 | May 01, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 604,385 | 22,483 | 0.5% | 0.52% | 118 | +21,887 | 3.76% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Added to | 628,566 | 22,332 | 0.02% | 0.01% | 119 | +106,486 | 20.4% | Q1 2026 | May 12, 2026 |
| Burk Holdings LLC | History | Added to | 623,472 | 22,151 | 9.49% | 10.04% | 120 | +12,490 | 2.04% | Q1 2026 | May 07, 2026 |
| Great Waters Wealth Management | History | Reduced | 621,030 | 22,065 | 2.34% | 2.63% | 121 | -73,741 | -10.61% | Q1 2026 | Apr 17, 2026 |
| Vannoy Advisory Group, Inc. | History | Reduced | 618,312 | 21,968 | 13.91% | 13.65% | 122 | -6,829 | -1.09% | Q1 2026 | Apr 22, 2026 |
| Passive Capital Management, LLC. | History | Added to | 607,940 | 21,600 | 6.45% | 6.04% | 123 | +47,474 | 8.47% | Q1 2026 | May 14, 2026 |
| New Dimensions Wealth Management, LLC | History | Reduced | 596,488 | 21,193 | 18.03% | 18.37% | 124 | -26,914 | -4.32% | Q1 2026 | May 14, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 593,625 | 21,091 | 3.86% | 3.7% | 125 | +6,808 | 1.16% | Q1 2026 | May 06, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 580,784 | 20,635 | 5.42% | 5.49% | 126 | -15,493 | -2.6% | Q1 2026 | Apr 23, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 597,730 | 20,615 | 0.0% | 0.0% | 127 | -9,604 | -1.58% | Q1 2026 | May 13, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Reduced | 578,787 | 20,564 | 3.71% | 3.68% | 128 | -5,855 | -1.0% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 574,022 | 20,394 | 0.15% | 0.15% | 129 | -5,023 | -0.87% | Q1 2026 | May 12, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 573,822 | 20,387 | 8.94% | 8.97% | 130 | +9,437 | 1.67% | Q1 2026 | Apr 21, 2026 |
| Versant Capital Management, Inc | History | Added to | 564,421 | 20,053 | 1.98% | 2.29% | 131 | +34,708 | 6.55% | Q1 2026 | Apr 06, 2026 |
| Vestment Financial LLC | History | Added to | 520,520 | 19,696 | 9.28% | 9.37% | 132 | +10,215 | 2.0% | Q1 2026 | May 01, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 550,199 | 19,548 | 0.38% | 0.51% | 133 | -207,706 | -27.41% | Q1 2026 | Apr 14, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 549,924 | 19,538 | 4.21% | 3.77% | 134 | +48,039 | 9.57% | Q1 2026 | Apr 13, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 542,085 | 19,260 | 11.26% | 11.02% | 135 | +11,623 | 2.19% | Q1 2026 | May 07, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 540,369 | 19,199 | 8.05% | 7.93% | 136 | +21,379 | 4.12% | Q1 2026 | Apr 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 526,521 | 18,707 | 0.57% | 0.61% | 137 | +47,951 | 10.02% | Q1 2026 | May 15, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 525,870 | 18,684 | 10.7% | 9.97% | 138 | +83,894 | 18.98% | Q1 2026 | May 11, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 487,582 | 18,518 | 7.62% | 7.63% | 139 | +10,794 | 2.26% | Q1 2026 | Apr 22, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 518,666 | 18,428 | 2.79% | 2.64% | 140 | +14,865 | 2.95% | Q1 2026 | May 01, 2026 |
| BCO Wealth Management LLC | History | Added to | 518,097 | 18,407 | 11.06% | 10.93% | 141 | +666 | 0.13% | Q1 2026 | Apr 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 507,713 | 18,313 | 0.17% | 0.14% | 142 | +121,045 | 31.3% | Q1 2026 | Apr 07, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 574,815 | 18,195 | 8.55% | 8.86% | 143 | +87,268 | 17.9% | Q1 2026 | Apr 14, 2026 |
| AA Financial Advisors, LLC | History | Added to | 509,880 | 18,116 | 2.55% | 0.57% | 145 | +419,787 | 465.95% | Q1 2026 | Apr 20, 2026 |
| XY Planning Network, Inc. | History | Added to | 502,259 | 18,116 | 2.89% | 2.87% | 144 | +23,595 | 4.93% | Q1 2026 | Apr 14, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 508,253 | 18,058 | 6.31% | 6.77% | 146 | +10,310 | 2.07% | Q1 2026 | Apr 24, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 503,716 | 17,897 | 1.0% | 0.85% | 147 | +63,782 | 14.5% | Q1 2026 | Apr 20, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 498,850 | 17,724 | 7.64% | 6.01% | 148 | +110,309 | 28.39% | Q1 2026 | Apr 29, 2026 |
| Gemmer Asset Management LLC | History | Added to | 498,420 | 17,708 | 1.4% | 1.27% | 149 | +21,553 | 4.52% | Q1 2026 | Apr 22, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 494,724 | 17,577 | 1.0% | 1.18% | 150 | -76,201 | -13.35% | Q1 2026 | Apr 09, 2026 |
| Penserra Capital Management LLC | History | New | 490,498 | 17,427 | 0.2% | — | 151 | +490,498 | New | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 485,928 | 17,265 | 0.15% | 0.13% | 152 | -19,799 | -3.91% | Q1 2026 | May 13, 2026 |
| LifeGuide Financial Advisors, LLC | History | Added to | 476,904 | 16,944 | 5.42% | 5.13% | 153 | +32,597 | 7.34% | Q1 2026 | Apr 08, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 476,242 | 16,920 | 2.3% | 1.21% | 154 | +242,083 | 103.38% | Q1 2026 | May 08, 2026 |
| Hills Bank & Trust Co | History | Added to | 460,089 | 16,346 | 0.79% | 0.7% | 155 | +109,411 | 31.2% | Q1 2026 | May 01, 2026 |
| Ruedi Wealth Management, Inc. | History | Reduced | 458,813 | 16,301 | 4.2% | 4.36% | 156 | -23,678 | -4.91% | Q1 2026 | May 01, 2026 |
| Applied Capital LLC | History | Reduced | 457,745 | 16,263 | 6.07% | 6.14% | 157 | -5,505 | -1.19% | Q1 2026 | Apr 22, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 455,932 | 16,199 | 7.14% | 6.92% | 158 | +7,085 | 1.58% | Q1 2026 | Apr 06, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Reduced | 451,223 | 16,031 | 8.35% | 8.48% | 159 | -2,023 | -0.45% | Q1 2026 | Apr 20, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 439,135 | 15,604 | 1.95% | 1.99% | 160 | -8,979 | -2.0% | Q1 2026 | May 12, 2026 |
| Financial Symmetry Inc | History | Added to | 416,072 | 15,573 | 5.53% | 5.05% | 161 | +56,363 | 15.67% | Q1 2026 | May 11, 2026 |
| Foundry Financial LLC | History | Added to | 437,867 | 15,557 | 6.59% | 6.78% | 162 | +63,153 | 16.85% | Q1 2026 | Apr 21, 2026 |
| Pacific Asset Management, LLC | History | Added to | 436,212 | 15,498 | 8.65% | 9.0% | 163 | +1,098 | 0.25% | Q1 2026 | May 01, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 434,521 | 15,438 | 2.54% | 2.46% | 164 | -618 | -0.14% | Q1 2026 | Apr 29, 2026 |
| Watchman Group, Inc. | History | Added to | 432,729 | 15,374 | 3.72% | 3.49% | 165 | +9,054 | 2.14% | Q1 2026 | Apr 20, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 417,099 | 14,819 | 7.52% | 7.52% | 166 | +8,852 | 2.17% | Q1 2026 | May 15, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Reduced | 413,268 | 14,683 | 4.46% | 4.52% | 167 | -6,406 | -1.53% | Q1 2026 | Apr 15, 2026 |
| Timonier Family Office, LTD. | History | No change | 414,203 | 14,273 | 4.53% | 4.53% | 168 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| GeoWealth Management, LLC | History | Added to | 397,806 | 14,134 | 0.51% | 0.48% | 169 | +20,283 | 5.37% | Q1 2026 | May 13, 2026 |
| American Investment Services, Inc. | History | Added to | 397,581 | 14,126 | 3.15% | 3.1% | 170 | +10,264 | 2.65% | Q1 2026 | May 13, 2026 |
| SageOak Financial, LLC | History | Reduced | 384,266 | 13,652 | 9.59% | 9.84% | 171 | -10,486 | -2.66% | Q1 2026 | May 11, 2026 |
| Tillman Hartley LLC | History | Added to | 384,007 | 13,643 | 3.43% | 3.27% | 172 | +6,177 | 1.63% | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 381,794 | 13,565 | 0.31% | 0.3% | 173 | +20,333 | 5.63% | Q1 2026 | May 04, 2026 |
| B&D White Capital Company, LLC | History | Added to | 381,045 | 13,538 | 1.67% | 1.34% | 174 | +45,056 | 13.41% | Q1 2026 | May 13, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 369,898 | 13,142 | 6.23% | 6.09% | 175 | +19,996 | 5.71% | Q1 2026 | May 01, 2026 |
| Vantage Point Financial LLC | History | Reduced | 366,909 | 13,036 | 4.57% | 5.09% | 176 | -46,087 | -11.16% | Q1 2026 | May 01, 2026 |
| Financial Harvest, LLC | History | Added to | 360,566 | 12,810 | 7.54% | 7.38% | 177 | +13,792 | 3.98% | Q1 2026 | May 05, 2026 |
| Ridgeline Wealth, LLC | History | Added to | 354,452 | 12,593 | 9.02% | 8.34% | 178 | +5,600 | 1.61% | Q1 2026 | Apr 15, 2026 |
| American Capital Advisory, LLC | History | Added to | 353,079 | 12,544 | 5.06% | 4.66% | 179 | +41,019 | 13.14% | Q1 2026 | Apr 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 349,805 | 12,428 | 0.02% | 0.03% | 180 | -290,840 | -45.4% | Q1 2026 | May 15, 2026 |
| Stratos Investment Management, LLC | History | Added to | 349,202 | 12,407 | 0.5% | 0.47% | 181 | +8,128 | 2.38% | Q1 2026 | Apr 28, 2026 |
| Plum Street Advisors, LLC | History | Added to | 347,871 | 12,359 | 4.28% | 3.53% | 182 | +59,823 | 20.77% | Q1 2026 | May 14, 2026 |
| Abel Hall, LLC | History | Added to | 346,155 | 12,298 | 2.62% | 2.77% | 183 | +1,348 | 0.39% | Q1 2026 | Apr 28, 2026 |
| Physician Wealth Solutions Inc. | History | Reduced | 343,333 | 12,198 | 5.05% | 5.04% | 184 | -1,423 | -0.41% | Q1 2026 | Apr 13, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 342,652 | 12,174 | 3.85% | 4.08% | 185 | -11 | -0.0% | Q1 2026 | Apr 15, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 335,562 | 11,922 | 1.54% | 1.44% | 186 | +24,061 | 7.72% | Q1 2026 | Apr 20, 2026 |
| Cravens & Co Advisors, LLC | History | Added to | 329,479 | 11,706 | 7.61% | 7.56% | 187 | +3,789 | 1.16% | Q1 2026 | May 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 321,536 | 11,424 | 0.91% | 0.89% | 188 | +5,519 | 1.75% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 321,518 | 11,423 | 0.0% | — | 189 | +321,518 | New | Q1 2026 | May 15, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | Added to | 320,580 | 11,390 | 10.13% | 9.61% | 190 | +23,000 | 7.73% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | New | 317,527 | 11,281 | 0.21% | — | 191 | +317,527 | New | Q1 2026 | Apr 17, 2026 |
| Cloud Capital Management, LLC | History | Added to | 315,978 | 11,226 | 4.89% | 3.72% | 192 | +87,228 | 38.13% | Q1 2026 | May 12, 2026 |
| Sterling Wealth Advisors Inc | History | Reduced | 296,324 | 11,212 | 6.39% | 6.17% | 193 | -405 | -0.14% | Q1 2026 | Apr 22, 2026 |
| Sensenig Capital Advisors, Inc | History | Reduced | 308,039 | 10,944 | 11.22% | 11.59% | 194 | -23,052 | -6.96% | Q1 2026 | Apr 14, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 303,850 | 10,795 | 5.6% | 4.63% | 195 | -7,606 | -2.44% | Q1 2026 | Apr 21, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 286,195 | 10,689 | 0.96% | 0.96% | 196 | -1,162 | -0.4% | Q1 2026 | Apr 29, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 292,937 | 10,408 | 0.28% | 0.33% | 197 | -4,338 | -1.46% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 292,259 | 10,383 | 0.0% | — | 198 | +292,259 | New | Q1 2026 | May 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 282,074 | 10,022 | 0.19% | 0.21% | 199 | -33,446 | -10.6% | Q1 2026 | May 01, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 279,591 | 9,933 | 4.11% | 3.55% | 200 | +18,808 | 7.21% | Q1 2026 | Apr 15, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Reduced | 268,030 | 9,523 | 5.36% | 5.43% | 201 | -13,542 | -4.81% | Q1 2026 | May 14, 2026 |
| Wheels Up Wealth, Inc. | History | Reduced | 260,049 | 9,239 | 8.68% | 8.44% | 202 | -2,723 | -1.04% | Q1 2026 | May 12, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 258,803 | 9,195 | 0.48% | 0.48% | 203 | -9,352 | -3.49% | Q1 2026 | May 15, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 246,022 | 8,741 | 2.58% | 2.52% | 204 | +9,235 | 3.9% | Q1 2026 | Apr 20, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Reduced | 245,608 | 8,726 | 5.0% | 5.25% | 205 | -358 | -0.15% | Q1 2026 | Apr 23, 2026 |
| CSP Financial Group, LLC | History | New | 232,651 | 8,266 | 8.46% | — | 206 | +232,651 | New | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Added to | 230,191 | 8,178 | 0.06% | 0.01% | 207 | +210,217 | 1052.45% | Q1 2026 | Apr 15, 2026 |
| Five Oceans Advisors | History | Reduced | 228,651 | 8,123 | 2.94% | 2.88% | 208 | -7,587 | -3.21% | Q1 2026 | Apr 07, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 225,822 | 8,023 | 5.43% | 2.27% | 209 | +129,510 | 134.47% | Q1 2026 | Apr 30, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 222,285 | 7,897 | 1.51% | 1.38% | 210 | +24,304 | 12.28% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 214,753 | 7,698 | 0.02% | 0.0% | 211 | +119,257 | 124.88% | Q1 2026 | Apr 08, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Reduced | 216,596 | 7,695 | 3.62% | 3.64% | 212 | -16,314 | -7.0% | Q1 2026 | May 08, 2026 |
| Capstone Wealth Management, Inc. | History | Added to | 211,948 | 7,633 | 6.47% | 5.89% | 213 | +18,209 | 9.4% | Q1 2026 | May 15, 2026 |
| Prospect Financial Group LLC | History | Reduced | 205,211 | 7,291 | 6.73% | 6.73% | 214 | -4,915 | -2.34% | Q1 2026 | May 05, 2026 |
| Sageworth Trust Co of South Dakota | History | Reduced | 204,535 | 7,267 | 5.76% | 5.83% | 215 | -2,722 | -1.31% | Q1 2026 | Apr 29, 2026 |
| Clearstead Advisors, LLC | History | New | 200,000 | 7,106 | 0.06% | — | 216 | +200,000 | New | Q1 2026 | May 06, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 197,283 | 7,009 | 5.91% | 5.9% | 217 | +3,163 | 1.63% | Q1 2026 | Apr 21, 2026 |
| WorthPointe, LLC | History | Added to | 196,038 | 6,965 | 1.89% | 1.71% | 218 | +6,849 | 3.62% | Q1 2026 | May 12, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 186,000 | 6,608 | 4.46% | 4.55% | 219 | -6,625 | -3.44% | Q1 2026 | Apr 16, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 184,798 | 6,565 | 0.13% | 0.13% | 220 | -2,878 | -1.53% | Q1 2026 | Apr 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 184,742 | 6,563 | 0.0% | 0.0% | 221 | +17,458 | 10.44% | Q1 2026 | May 07, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 181,694 | 6,455 | 0.65% | 0.56% | 222 | +17,423 | 10.61% | Q1 2026 | May 05, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | Added to | 180,275 | 6,405 | 6.03% | 4.76% | 223 | +22,006 | 13.9% | Q1 2026 | May 06, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 179,987 | 6,394 | 0.1% | 0.11% | 224 | -1,946 | -1.07% | Q1 2026 | Apr 22, 2026 |
| HEFFERNAN ADVISORY, INC | History | Added to | 177,205 | 6,296 | 5.84% | 5.45% | 225 | +11,945 | 7.23% | Q1 2026 | Apr 27, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Added to | 172,372 | 6,124 | 4.64% | 3.75% | 226 | +32,462 | 23.2% | Q1 2026 | May 14, 2026 |
| BDFS Capital LLC | History | Added to | 171,695 | 6,100 | 2.94% | 2.85% | 227 | +7,695 | 4.69% | Q1 2026 | Apr 15, 2026 |
| Allworth Financial LP | History | Added to | 171,649 | 6,098 | 0.02% | 0.01% | 228 | +113,632 | 195.86% | Q1 2026 | May 14, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 171,092 | 6,078 | 1.36% | 1.42% | 229 | -941 | -0.55% | Q1 2026 | May 14, 2026 |
| Tilson Financial Group, Inc. | History | Reduced | 170,084 | 6,043 | 1.81% | 1.9% | 230 | -8,723 | -4.88% | Q1 2026 | Apr 29, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 163,413 | 5,899 | 1.34% | 1.37% | 231 | -101,219 | -38.25% | Q1 2026 | Apr 14, 2026 |
| Estate Counselors, LLC | History | Reduced | 165,905 | 5,894 | 0.52% | 0.48% | 232 | -550 | -0.33% | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 164,300 | 5,837 | 0.46% | 0.51% | 233 | +9,226 | 5.95% | Q1 2026 | Apr 16, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 163,529 | 5,810 | 0.4% | 0.33% | 234 | +21,049 | 14.77% | Q1 2026 | May 15, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 162,743 | 5,782 | 0.55% | 0.54% | 235 | +3,235 | 2.03% | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 160,347 | 5,697 | 0.21% | 0.2% | 236 | +1,993 | 1.26% | Q1 2026 | Apr 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 160,236 | 5,693 | 0.0% | 0.0% | 237 | +24,557 | 18.1% | Q1 2026 | May 15, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 159,221 | 5,657 | 2.27% | 2.23% | 238 | +1,516 | 0.96% | Q1 2026 | May 12, 2026 |
| Strategent Financial, LLC | History | Added to | 158,066 | 5,616 | 3.81% | 3.12% | 239 | +15,049 | 10.52% | Q1 2026 | Apr 20, 2026 |
| Ponta Wealth Partners, LLC | History | Added to | 157,050 | 5,579 | 4.48% | 3.12% | 240 | +59,973 | 61.78% | Q1 2026 | May 11, 2026 |
| Coyle Financial Counsel LLC | History | Reduced | 154,270 | 5,481 | 1.16% | 1.15% | 241 | -2,037 | -1.3% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 153,742 | 5,462 | 0.02% | 0.01% | 242 | +7,069 | 4.82% | Q1 2026 | May 04, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 151,701 | 5,389 | 0.71% | 0.63% | 243 | +21,404 | 16.43% | Q1 2026 | Apr 13, 2026 |
| Longview Financial Advisors LLC | History | Added to | 150,516 | 5,347 | 2.91% | 2.8% | 244 | +3,148 | 2.14% | Q1 2026 | Apr 20, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 150,081 | 5,332 | 2.39% | 2.34% | 245 | +192 | 0.13% | Q1 2026 | May 15, 2026 |
| Family Office Research LLC | History | Reduced | 149,774 | 5,321 | 2.31% | 2.16% | 246 | -3,188 | -2.08% | Q1 2026 | May 13, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 146,499 | 5,205 | 1.74% | 0.16% | 247 | +133,576 | 1033.63% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Added to | 146,454 | 5,203 | 0.0% | 0.0% | 248 | +66,613 | 83.43% | Q1 2026 | May 11, 2026 |
| GEM Asset Management, LLC | History | Added to | 144,865 | 5,147 | 2.27% | 1.47% | 249 | +51,111 | 54.52% | Q1 2026 | Apr 10, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 142,835 | 5,074 | 0.58% | 0.57% | 250 | +1,918 | 1.36% | Q1 2026 | Apr 15, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 139,222 | 4,946 | 0.22% | 0.06% | 251 | +100,464 | 259.21% | Q1 2026 | May 12, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 139,106 | 4,942 | 0.26% | 0.22% | 252 | +25,651 | 22.61% | Q1 2026 | Apr 27, 2026 |
| Corus Family Wealth Advisors | History | Added to | 137,593 | 4,888 | 3.98% | 3.2% | 253 | +21,253 | 18.27% | Q1 2026 | Apr 28, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 136,507 | 4,850 | 2.24% | 2.38% | 254 | +380 | 0.28% | Q1 2026 | Apr 16, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 134,158 | 4,766 | 1.17% | 1.18% | 255 | +17,448 | 14.95% | Q1 2026 | Apr 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 132,564 | 4,709 | 0.51% | 0.53% | 256 | -2,453 | -1.82% | Q1 2026 | Apr 14, 2026 |
| Cerity Partners LLC | History | Added to | 132,389 | 4,703 | 0.01% | 0.0% | 257 | +120,166 | 983.11% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 132,053 | 4,691 | 0.01% | 0.01% | 258 | -16,156 | -10.9% | Q1 2026 | Apr 27, 2026 |
| Essential Planning, LLC. | History | Added to | 130,206 | 4,626 | 1.47% | 1.2% | 259 | +21,294 | 19.55% | Q1 2026 | Apr 22, 2026 |
| RBF Capital, LLC | History | No change | 130,000 | 4,618 | 0.23% | 0.2% | 260 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Private Advisor Group, LLC | History | Added to | 128,021 | 4,548 | 0.02% | 0.02% | 261 | +10,752 | 9.17% | Q1 2026 | Apr 24, 2026 |
| Summit Financial, LLC | History | New | 127,920 | 4,544 | 0.06% | — | 262 | +127,920 | New | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 126,583 | 4,497 | 0.5% | 0.51% | 263 | -5,617 | -4.25% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 129,994 | 4,483 | 0.16% | 0.18% | 264 | -4,058 | -3.03% | Q1 2026 | May 15, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 122,022 | 4,405 | 0.48% | 0.62% | 265 | +1,744 | 1.45% | Q1 2026 | Apr 10, 2026 |
| Warburton Capital Management, LLC | History | Added to | 117,933 | 4,390 | 2.14% | 2.29% | 266 | +164 | 0.14% | Q1 2026 | May 01, 2026 |
| Security Financial Services, INC. | History | No change | 126,589 | 4,362 | 0.68% | 0.68% | 267 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 121,426 | 4,314 | 0.65% | 0.63% | 268 | +5,105 | 4.39% | Q1 2026 | Apr 14, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 117,224 | 4,164 | 2.56% | 2.49% | 269 | +1,592 | 1.38% | Q1 2026 | Apr 22, 2026 |
| Grunden Financial Advisory, Inc. | History | No change | 119,769 | 4,127 | 1.61% | 1.61% | 270 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Waterfront Wealth Inc. | History | Reduced | 113,042 | 4,016 | 0.74% | 0.89% | 271 | -15,807 | -12.27% | Q1 2026 | Apr 30, 2026 |
| Approach Retirement Advisors, LLC | History | Reduced | 110,728 | 3,934 | 3.27% | 3.3% | 272 | -378 | -0.34% | Q1 2026 | Apr 14, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 108,458 | 3,853 | 1.36% | 1.42% | 273 | -4,978 | -4.39% | Q1 2026 | Apr 21, 2026 |
| Avant Financial Advisors LLC | History | Added to | 107,924 | 3,834 | 2.7% | 2.66% | 274 | +326 | 0.3% | Q1 2026 | Apr 23, 2026 |
| UBS Group AG | History | Added to | 105,646 | 3,753 | 0.0% | 0.0% | 275 | +103,199 | 4217.37% | Q1 2026 | May 05, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 105,390 | 3,744 | 1.03% | 0.69% | 276 | +34,088 | 47.81% | Q1 2026 | Apr 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 108,130 | 3,726 | 0.13% | 0.13% | 277 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Two West Capital Advisors LLC | History | Added to | 99,534 | 3,638 | 1.93% | 1.99% | 278 | +45 | 0.05% | Q1 2026 | May 04, 2026 |
| Vise Technologies, Inc. | History | No change | 104,811 | 3,611 | 0.07% | 0.07% | 279 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BluePrint Investing LLC | History | No change | 100,816 | 3,581 | 2.85% | 2.77% | 280 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 100,200 | 3,560 | 0.99% | 0.89% | 281 | +14,916 | 17.49% | Q1 2026 | Apr 24, 2026 |
| NWAM LLC | History | Added to | 97,460 | 3,462 | 0.2% | 0.16% | 282 | +16,534 | 20.43% | Q1 2026 | May 04, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 96,306 | 3,421 | 0.9% | 0.85% | 283 | +2,709 | 2.89% | Q1 2026 | Apr 27, 2026 |
| Vistica Wealth Advisors, LLC | History | Reduced | 95,095 | 3,378 | 3.37% | 3.28% | 284 | -501 | -0.52% | Q1 2026 | Apr 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 94,908 | 3,277 | 0.0% | — | 285 | +94,908 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 91,672 | 3,257 | 0.0% | 0.0% | 286 | +7,370 | 8.74% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 91,374 | 3,246 | 0.15% | 0.13% | 287 | +18,157 | 24.8% | Q1 2026 | Apr 24, 2026 |
| BIP Wealth, LLC | History | Added to | 90,951 | 3,231 | 0.13% | 0.09% | 288 | +18,113 | 24.87% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 90,104 | 3,202 | 0.0% | 0.0% | 289 | +20,250 | 28.99% | Q1 2026 | May 15, 2026 |
| Austin Private Wealth, LLC | History | No change | 91,096 | 3,139 | 0.23% | 0.23% | 290 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| ENTREWEALTH, LLC | History | Added to | 86,104 | 3,059 | 1.37% | 1.44% | 291 | +2 | 0.0% | Q1 2026 | May 14, 2026 |
| Torren Management, LLC | History | Reduced | 86,022 | 3,056 | 1.52% | 1.52% | 292 | -98 | -0.11% | Q1 2026 | Apr 30, 2026 |
| Aegis Wealth Management LLC | History | Added to | 83,603 | 2,970 | 1.7% | 1.6% | 293 | +1,601 | 1.95% | Q1 2026 | Apr 22, 2026 |
| marrick wealth, LLC | History | Reduced | 82,432 | 2,928 | 2.46% | 2.36% | 294 | -1,075 | -1.29% | Q1 2026 | Apr 15, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 82,248 | 2,922 | 0.41% | 0.38% | 295 | +2,303 | 2.88% | Q1 2026 | Apr 20, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 76,235 | 2,895 | 0.2% | 0.22% | 296 | -9,391 | -10.97% | Q1 2026 | Apr 29, 2026 |
| Simplicity Wealth,LLC | History | Added to | 81,130 | 2,882 | 0.16% | 0.16% | 297 | +2,649 | 3.38% | Q1 2026 | Apr 30, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 78,115 | 2,775 | 1.09% | 1.2% | 298 | -9,301 | -10.64% | Q1 2026 | Apr 20, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 76,187 | 2,706 | 0.99% | 1.02% | 299 | -3,048 | -3.85% | Q1 2026 | Apr 09, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 72,161 | 2,695 | 0.32% | 0.31% | 300 | +3,331 | 4.84% | Q1 2026 | Apr 22, 2026 |