Dimensional ETF Trust - DFIS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 58,747,186 | 1,921,872 | 0.92% | 0.92% | 1 | +12,990,302 | 28.39% | Q1 2026 | May 15, 2026 |
| Matson Money. Inc. | History | Reduced | 11,919,623 | 401,333 | 12.31% | 12.64% | 2 | -219,020 | -1.8% | Q1 2026 | Apr 27, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 11,385,428 | 383,347 | 0.53% | 0.45% | 3 | +1,716,033 | 17.75% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 3,300,184 | 111,117 | 0.61% | 0.41% | 4 | -271,359 | -7.6% | Q1 2026 | Apr 29, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 3,207,835 | 108,007 | 2.27% | 2.39% | 5 | -269,312 | -7.75% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 2,791,449 | 93,987 | 0.13% | 0.11% | 6 | +190,322 | 7.32% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 2,426,864 | 81,712 | 0.06% | 0.06% | 7 | +9,695 | 0.4% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,841,482 | 62,002 | 0.02% | 0.02% | 8 | +78,931 | 4.48% | Q1 2026 | May 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,739,833 | 58,580 | 0.46% | 0.47% | 9 | +52,321 | 3.1% | Q1 2026 | Apr 07, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 1,485,130 | 50,004 | 0.5% | 0.53% | 10 | -77,958 | -4.99% | Q1 2026 | Apr 13, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 1,426,400 | 48,026 | 2.55% | 2.62% | 11 | -15,048 | -1.04% | Q1 2026 | Apr 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,417,706 | 47,734 | 0.02% | 0.02% | 12 | +14,760 | 1.05% | Q1 2026 | May 13, 2026 |
| Evanson Asset Management, LLC | History | Added to | 1,401,653 | 47,193 | 2.53% | 2.37% | 13 | +65,502 | 4.9% | Q1 2026 | Apr 08, 2026 |
| Savant Capital, LLC | History | Added to | 1,301,248 | 43,813 | 0.21% | 0.23% | 14 | +87,268 | 7.19% | Q1 2026 | May 04, 2026 |
| Composition Wealth, LLC | History | Added to | 1,296,966 | 43,668 | 0.6% | 0.58% | 15 | +79,210 | 6.5% | Q1 2026 | Apr 08, 2026 |
| Modern Wealth Management, LLC | History | Added to | 1,262,736 | 43,122 | 0.74% | 0.69% | 16 | +106,639 | 9.22% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,266,624 | 42,647 | 0.01% | 0.0% | 17 | +466,024 | 58.21% | Q1 2026 | May 12, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 1,186,543 | 39,950 | 3.5% | 3.72% | 18 | -107,648 | -8.32% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 1,133,632 | 38,169 | 0.1% | 0.09% | 19 | +87,109 | 8.32% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,118,643 | 37,664 | 1.74% | 1.75% | 20 | +81,937 | 7.9% | Q1 2026 | Apr 24, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 961,790 | 32,383 | 3.41% | 3.61% | 21 | +370,307 | 62.61% | Q1 2026 | Apr 17, 2026 |
| Vise Technologies, Inc. | History | No change | 916,244 | 30,181 | 0.59% | 0.59% | 22 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 893,112 | 30,071 | 0.0% | 0.0% | 23 | +276,792 | 44.91% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 845,290 | 28,460 | 0.02% | 0.01% | 24 | +153,677 | 22.22% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Added to | 830,318 | 27,956 | 0.03% | 0.03% | 25 | +4,275 | 0.52% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 688,365 | 23,177 | 0.03% | 0.03% | 26 | +50,274 | 7.88% | Q1 2026 | May 15, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 676,877 | 22,790 | 1.03% | 0.98% | 27 | +40,385 | 6.34% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 666,177 | 22,430 | 0.06% | 0.05% | 28 | +20,697 | 3.21% | Q1 2026 | Apr 22, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 641,157 | 21,587 | 3.81% | 0.06% | 29 | +631,709 | 6686.17% | Q1 2026 | May 14, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 615,738 | 20,731 | 2.89% | 2.66% | 30 | +44,540 | 7.8% | Q1 2026 | May 13, 2026 |
| Shore Point Advisors, LLC | History | Added to | 577,972 | 19,460 | 7.69% | 4.8% | 31 | +233,490 | 67.78% | Q1 2026 | Apr 08, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 570,906 | 19,221 | 2.55% | 2.59% | 32 | +67,550 | 13.42% | Q1 2026 | Apr 08, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 545,256 | 18,358 | 0.47% | 0.46% | 33 | +7,654 | 1.42% | Q1 2026 | May 13, 2026 |
| Wealth Management Nebraska | History | Added to | 530,360 | 17,857 | 1.81% | 1.84% | 34 | +41,962 | 8.59% | Q1 2026 | May 15, 2026 |
| Tanager Wealth Management LLP | History | Added to | 499,562 | 16,820 | 1.63% | 1.61% | 35 | +9,427 | 1.92% | Q1 2026 | Apr 20, 2026 |
| Ballentine Capital Advisors, Inc | History | Reduced | 493,037 | 16,600 | 6.87% | 6.87% | 36 | -2,161 | -0.44% | Q1 2026 | Apr 17, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 457,264 | 15,396 | 2.82% | 2.73% | 37 | +3,730 | 0.82% | Q1 2026 | May 06, 2026 |
| LPL Financial LLC | History | Added to | 450,876 | 15,180 | 0.0% | 0.0% | 38 | +202,934 | 81.85% | Q1 2026 | May 06, 2026 |
| Efficient Advisors, LLC | History | Reduced | 447,277 | 15,059 | 1.07% | 1.62% | 39 | -393,496 | -46.8% | Q1 2026 | Apr 29, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 444,178 | 14,955 | 3.89% | 3.89% | 40 | +22,033 | 5.22% | Q1 2026 | May 11, 2026 |
| Advisory Alpha, LLC | History | Added to | 422,760 | 14,234 | 0.39% | 0.35% | 41 | +31,379 | 8.02% | Q1 2026 | May 14, 2026 |
| Planning Center, Inc. | History | Reduced | 411,631 | 13,859 | 1.4% | 1.45% | 42 | -20,729 | -4.79% | Q1 2026 | Apr 28, 2026 |
| Factor Wealth Management LTD | History | Added to | 410,737 | 13,829 | 2.6% | 1.93% | 43 | +138,911 | 51.1% | Q1 2026 | Apr 20, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 374,134 | 12,597 | 1.7% | 1.55% | 44 | +20,424 | 5.77% | Q1 2026 | Apr 07, 2026 |
| SVB WEALTH LLC | History | Added to | 361,836 | 12,183 | 0.8% | 0.67% | 45 | +14,530 | 4.18% | Q1 2026 | Apr 17, 2026 |
| Guardian Wealth Management, LLC | History | Reduced | 356,695 | 12,152 | 3.69% | 3.83% | 46 | -10,305 | -2.81% | Q1 2026 | Apr 23, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 357,412 | 12,034 | 2.16% | 2.19% | 47 | +1,911 | 0.54% | Q1 2026 | May 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 356,156 | 11,991 | 0.02% | 0.01% | 48 | +256,190 | 256.28% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 346,215 | 11,657 | 0.37% | 0.4% | 49 | -18,992 | -5.2% | Q1 2026 | May 15, 2026 |
| Tillman Hartley LLC | History | Added to | 341,301 | 11,491 | 2.89% | 2.74% | 50 | +9,675 | 2.92% | Q1 2026 | May 08, 2026 |
| Timonier Family Office, LTD. | History | No change | 330,672 | 10,892 | 3.46% | 3.46% | 51 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 316,752 | 10,665 | 1.81% | 1.7% | 52 | +8,526 | 2.77% | Q1 2026 | May 06, 2026 |
| GEN Financial Management, INC. | History | Added to | 315,001 | 10,606 | 6.57% | 6.36% | 53 | +8,373 | 2.73% | Q1 2026 | Apr 16, 2026 |
| Quent Capital, LLC | History | Added to | 308,787 | 10,396 | 0.74% | 0.68% | 54 | +22,706 | 7.94% | Q1 2026 | Apr 28, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 299,323 | 10,078 | 4.83% | 5.04% | 55 | -2,636 | -0.87% | Q1 2026 | Apr 09, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 291,808 | 9,825 | 0.05% | 0.07% | 56 | +1,679 | 0.58% | Q1 2026 | May 15, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 289,438 | 9,745 | 0.18% | 0.18% | 57 | +5,886 | 2.08% | Q1 2026 | May 01, 2026 |
| Rothschild Wealth LLC | History | Added to | 287,946 | 9,695 | 0.88% | 0.89% | 58 | +5,909 | 2.1% | Q1 2026 | May 06, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 286,288 | 9,638 | 2.42% | 2.47% | 59 | -8,544 | -2.9% | Q1 2026 | Apr 09, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 294,678 | 9,621 | 0.0% | 0.0% | 60 | -6,339 | -2.11% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 278,608 | 9,380 | 0.04% | 0.04% | 61 | +2,806 | 1.02% | Q1 2026 | May 14, 2026 |
| Level Financial Advisors | History | Added to | 270,057 | 9,092 | 2.32% | 2.25% | 62 | +11,793 | 4.57% | Q1 2026 | Apr 10, 2026 |
| Disciplined Investments, LLC | History | Added to | 262,018 | 8,822 | 3.17% | 3.14% | 63 | +14,292 | 5.77% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 261,496 | 8,804 | 0.01% | 0.01% | 64 | +97,256 | 59.22% | Q1 2026 | May 15, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 257,948 | 8,685 | 2.48% | 2.41% | 65 | +5,799 | 2.3% | Q1 2026 | Apr 15, 2026 |
| Capital Analysts, LLC | History | Added to | 241,872 | 8,144 | 0.21% | 0.19% | 66 | +34,509 | 16.64% | Q1 2026 | May 14, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Reduced | 241,373 | 8,127 | 1.83% | 1.81% | 67 | -3,836 | -1.56% | Q1 2026 | Apr 15, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 240,669 | 8,103 | 1.82% | 1.78% | 68 | +4,932 | 2.09% | Q1 2026 | Apr 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 221,417 | 7,455 | 0.0% | 0.0% | 69 | +116,233 | 110.5% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 213,112 | 7,175 | 0.04% | 0.04% | 70 | -23,494 | -9.93% | Q1 2026 | Apr 30, 2026 |
| SB Capital Management Inc | History | No change | 217,142 | 7,152 | 2.62% | 2.62% | 71 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 204,640 | 6,890 | 0.07% | 0.07% | 72 | +19,108 | 10.3% | Q1 2026 | May 13, 2026 |
| First Pacific Financial | History | Added to | 203,134 | 6,839 | 0.88% | 0.87% | 73 | +221 | 0.11% | Q1 2026 | Apr 23, 2026 |
| Addison Advisors LLC | History | Reduced | 199,094 | 6,703 | 1.48% | 1.48% | 74 | -792 | -0.4% | Q1 2026 | May 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 202,108 | 6,657 | 0.04% | 0.04% | 75 | +25,969 | 14.74% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 191,008 | 6,431 | 0.03% | 0.03% | 76 | +5,971 | 3.23% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 178,455 | 6,008 | 0.0% | — | 77 | +178,455 | New | Q1 2026 | May 15, 2026 |
| Syverson Strege & Co | History | Reduced | 176,946 | 5,957 | 1.43% | 1.39% | 78 | -1,789 | -1.0% | Q1 2026 | May 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 171,652 | 5,779 | 0.45% | 0.39% | 79 | +13,680 | 8.66% | Q1 2026 | Apr 23, 2026 |
| Apella Capital, LLC | History | New | 144,506 | 5,261 | 0.08% | — | 80 | +144,506 | New | Q1 2026 | Apr 20, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 155,292 | 5,228 | 1.57% | 1.52% | 81 | +5,036 | 3.35% | Q1 2026 | Apr 29, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 151,009 | 5,084 | 1.73% | 1.63% | 82 | +9,896 | 7.01% | Q1 2026 | Apr 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 149,331 | 5,027 | 0.01% | 0.01% | 83 | +837 | 0.56% | Q1 2026 | Apr 27, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 147,869 | 4,978 | 0.16% | 0.15% | 84 | +1,904 | 1.3% | Q1 2026 | Apr 08, 2026 |
| ACORN CREEK CAPITAL LLC | History | Reduced | 147,664 | 4,971 | 1.77% | 1.94% | 85 | -16,239 | -9.91% | Q1 2026 | May 12, 2026 |
| Integrity Wealth Solutions LLC | History | Reduced | 144,003 | 4,848 | 1.9% | 1.93% | 86 | -3,786 | -2.56% | Q1 2026 | May 04, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 139,832 | 4,708 | 1.34% | 1.22% | 87 | +7,704 | 5.83% | Q1 2026 | Apr 07, 2026 |
| Waverly Advisors, LLC | History | Added to | 136,163 | 4,584 | 0.03% | 0.03% | 88 | +10,474 | 8.33% | Q1 2026 | May 15, 2026 |
| Broadway Wealth Solutions, Inc. | History | Reduced | 135,630 | 4,566 | 2.36% | 2.42% | 89 | -1,813 | -1.32% | Q1 2026 | Apr 21, 2026 |
| CROBAN | History | Added to | 134,743 | 4,535 | 2.13% | 2.1% | 90 | +2,244 | 1.69% | Q1 2026 | May 12, 2026 |
| Willow Financial LLC | History | Added to | 134,670 | 4,534 | 4.59% | 4.04% | 91 | +13,989 | 11.59% | Q1 2026 | Apr 21, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 132,971 | 4,477 | 0.07% | 0.12% | 92 | -31,728 | -19.26% | Q1 2026 | May 15, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 132,850 | 4,473 | 2.41% | 2.47% | 93 | +557 | 0.42% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 129,015 | 4,343 | 0.02% | 0.02% | 94 | +7,169 | 5.88% | Q1 2026 | Apr 24, 2026 |
| M Holdings Securities, Inc. | History | Added to | 110,781 | 3,998 | 0.27% | 0.26% | 95 | +1,965 | 1.81% | Q1 2026 | May 12, 2026 |
| SACHEM HILL LLC | History | Reduced | 118,479 | 3,989 | 0.77% | 0.78% | 96 | -3,201 | -2.63% | Q1 2026 | May 13, 2026 |
| LAM GROUP, INC. | History | Reduced | 114,235 | 3,846 | 2.11% | 2.24% | 97 | -4,550 | -3.83% | Q1 2026 | Apr 22, 2026 |
| Spire Wealth Management | History | Added to | 114,069 | 3,840 | 0.13% | 0.12% | 98 | +2,209 | 1.97% | Q1 2026 | Apr 22, 2026 |
| Williams Financial, LLC | History | Reduced | 110,976 | 3,736 | 2.17% | 2.14% | 99 | -1,390 | -1.24% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 115,603 | 3,661 | 0.01% | 0.01% | 100 | -43,085 | -27.15% | Q1 2026 | Apr 08, 2026 |
| Avior Wealth Management, LLC | History | Added to | 104,455 | 3,517 | 0.1% | 0.1% | 101 | +2,984 | 2.94% | Q1 2026 | Apr 09, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 101,229 | 3,408 | 0.38% | 0.37% | 102 | +5,335 | 5.56% | Q1 2026 | Apr 29, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 100,273 | 3,376 | 0.93% | 0.93% | 103 | +1,792 | 1.82% | Q1 2026 | May 13, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 99,105 | 3,336 | 1.18% | 1.11% | 104 | +2,718 | 2.82% | Q1 2026 | Apr 17, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 98,423 | 3,314 | 0.0% | 0.0% | 105 | +10,919 | 12.48% | Q1 2026 | May 15, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 96,292 | 3,242 | 0.79% | 0.84% | 106 | +10,040 | 11.64% | Q1 2026 | Apr 13, 2026 |
| Broadhurst Jeffrey B | History | Added to | 94,961 | 3,197 | 3.28% | 3.19% | 107 | +1,773 | 1.9% | Q1 2026 | May 14, 2026 |
| Waterfront Wealth Inc. | History | Added to | 91,715 | 3,088 | 0.57% | 0.57% | 108 | +7,764 | 9.25% | Q1 2026 | Apr 30, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 91,020 | 3,064 | 1.38% | 1.36% | 109 | +485 | 0.54% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 87,628 | 2,950 | 0.02% | 0.01% | 110 | +16,261 | 22.79% | Q1 2026 | May 05, 2026 |
| Betterment LLC | History | Reduced | 86,115 | 2,899 | 0.01% | 0.01% | 111 | -5,836 | -6.35% | Q1 2026 | May 14, 2026 |
| Strategic Wealth Advisors LLC | History | Reduced | 84,155 | 2,833 | 2.27% | 2.43% | 112 | -2,125 | -2.46% | Q1 2026 | May 01, 2026 |
| VANCE WEALTH, LLC | History | Added to | 82,494 | 2,777 | 0.8% | 0.59% | 113 | +22,458 | 37.41% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Added to | 80,417 | 2,707 | 0.03% | 0.03% | 114 | +7,939 | 10.95% | Q1 2026 | Apr 20, 2026 |
| Aurelius Family Office LLC | History | Added to | 78,446 | 2,641 | 1.15% | 1.11% | 115 | +1,099 | 1.42% | Q1 2026 | Apr 08, 2026 |
| NORTHERN TRUST CORP | History | Added to | 77,308 | 2,602 | 0.0% | 0.0% | 116 | +284 | 0.37% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 76,707 | 2,582 | 0.03% | 0.01% | 117 | +53,651 | 232.7% | Q1 2026 | May 15, 2026 |
| Navigoe, LLC | History | Reduced | 76,690 | 2,582 | 1.52% | 1.6% | 118 | -2,205 | -2.79% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 76,557 | 2,578 | 0.01% | 0.01% | 119 | +2,950 | 4.01% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 76,308 | 2,569 | 0.01% | 0.01% | 120 | -2,705 | -3.42% | Q1 2026 | May 04, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 70,344 | 2,496 | 0.22% | 0.21% | 121 | +5,625 | 8.69% | Q1 2026 | Apr 29, 2026 |
| Indie Asset Partners, LLC | History | Added to | 71,460 | 2,406 | 2.74% | 2.53% | 122 | +2,575 | 3.74% | Q1 2026 | May 08, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 71,451 | 2,405 | 0.62% | 0.58% | 123 | +4,678 | 7.01% | Q1 2026 | May 01, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 71,150 | 2,395 | 0.39% | 0.39% | 124 | -445 | -0.62% | Q1 2026 | Apr 29, 2026 |
| Mariner, LLC | History | Added to | 67,297 | 2,265 | 0.0% | 0.0% | 125 | +2,883 | 4.48% | Q1 2026 | May 13, 2026 |
| Fortis Advisors, LLC | History | New | 66,429 | 2,236 | 1.12% | — | 126 | +66,429 | New | Q1 2026 | May 14, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 65,333 | 2,199 | 0.22% | 0.25% | 127 | -10,119 | -13.41% | Q1 2026 | May 05, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 64,450 | 2,170 | 0.12% | 0.13% | 128 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Colony Family Offices, LLC | History | Added to | 62,001 | 2,087 | 0.51% | 0.51% | 129 | +246 | 0.4% | Q1 2026 | Apr 21, 2026 |
| Total Wealth Planning, LLC | History | No change | 62,215 | 2,049 | 4.38% | 4.38% | 130 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 60,815 | 2,047 | 0.11% | 0.11% | 131 | +23 | 0.04% | Q1 2026 | Apr 17, 2026 |
| Prospect Financial Group LLC | History | Reduced | 60,765 | 2,045 | 1.89% | 1.91% | 132 | -1,488 | -2.39% | Q1 2026 | May 05, 2026 |
| Provident Wealth Management, LLC | History | Added to | 60,077 | 2,022 | 0.61% | 0.53% | 133 | +5,782 | 10.65% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 58,237 | 1,960 | 0.01% | 0.01% | 134 | +2,467 | 4.42% | Q1 2026 | Apr 30, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 57,663 | 1,899 | 0.64% | 0.64% | 135 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| PFG Advisors | History | Added to | 56,002 | 1,885 | 0.09% | 0.08% | 136 | +3,414 | 6.49% | Q1 2026 | May 05, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 55,907 | 1,881 | 0.88% | 0.95% | 137 | +1,666 | 3.07% | Q1 2026 | Apr 14, 2026 |
| ERn Financial, LLC | History | Added to | 55,630 | 1,873 | 0.35% | 0.33% | 138 | +2,635 | 4.97% | Q1 2026 | Apr 24, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 55,554 | 1,870 | 0.64% | 0.66% | 139 | -382 | -0.68% | Q1 2026 | Apr 23, 2026 |
| Pursuit Wealth Management LLC | History | No change | 56,390 | 1,857 | 1.6% | 1.6% | 140 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| McNamara Financial Services, Inc. | History | Reduced | 55,086 | 1,854 | 0.35% | 0.37% | 141 | -3,431 | -5.86% | Q1 2026 | Apr 09, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 54,751 | 1,843 | 0.02% | 0.02% | 142 | -1,859 | -3.28% | Q1 2026 | Apr 20, 2026 |
| SEI INVESTMENTS CO | History | Added to | 53,442 | 1,799 | 0.0% | 0.0% | 143 | +7,065 | 15.23% | Q1 2026 | May 13, 2026 |
| CLG LLC | History | Added to | 53,351 | 1,796 | 0.45% | 0.42% | 144 | +2,205 | 4.31% | Q1 2026 | May 14, 2026 |
| MOTCO | History | Added to | 52,092 | 1,753 | 0.16% | 0.13% | 145 | +9,383 | 21.97% | Q1 2026 | Apr 22, 2026 |
| Ballast Financial Advisors LLC | History | Reduced | 51,750 | 1,742 | 1.79% | 1.77% | 146 | -322 | -0.62% | Q1 2026 | May 13, 2026 |
| Kane Co Wealth Management, Inc. | History | Reduced | 49,776 | 1,675 | 1.41% | 1.45% | 147 | -191 | -0.38% | Q1 2026 | Apr 21, 2026 |
| Frankly Finances, LLC | History | Reduced | 49,312 | 1,660 | 1.5% | 1.56% | 148 | -670 | -1.34% | Q1 2026 | Apr 29, 2026 |
| MORGAN STANLEY | History | Added to | 48,873 | 1,645 | 0.0% | 0.0% | 149 | +752 | 1.56% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 48,355 | 1,628 | 0.01% | 0.01% | 150 | +4,347 | 9.88% | Q1 2026 | Jun 02, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 48,110 | 1,619 | 0.0% | 0.0% | 151 | +1,212 | 2.58% | Q1 2026 | May 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 48,007 | 1,616 | 0.17% | 0.17% | 152 | -131 | -0.27% | Q1 2026 | Apr 08, 2026 |
| WPWealth LLP | History | Added to | 47,102 | 1,585 | 0.24% | 0.21% | 153 | +6,375 | 15.65% | Q1 2026 | May 11, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 46,185 | 1,555 | 0.26% | 0.26% | 154 | +461 | 1.01% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 44,036 | 1,503 | 0.01% | 0.01% | 155 | +20,058 | 83.65% | Q1 2026 | Apr 07, 2026 |
| Forum Financial Management, LP | History | Reduced | 43,878 | 1,477 | 0.02% | 0.5% | 156 | -1,112,979 | -96.21% | Q1 2026 | Apr 23, 2026 |
| WEST PACES ADVISORS INC. | History | New | 41,567 | 1,399 | 0.27% | — | 157 | +41,567 | New | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 41,281 | 1,389 | 0.0% | 0.0% | 158 | -240 | -0.58% | Q1 2026 | May 05, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 41,110 | 1,384 | 0.54% | 0.36% | 159 | +14,564 | 54.86% | Q1 2026 | Apr 17, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 40,324 | 1,357 | 0.11% | 0.1% | 160 | +6,170 | 18.07% | Q1 2026 | May 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 40,233 | 1,354 | 0.03% | 0.02% | 161 | +3,670 | 10.04% | Q1 2026 | May 15, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 40,002 | 1,346 | 0.35% | 0.37% | 162 | -485 | -1.2% | Q1 2026 | Apr 21, 2026 |
| JDH Wealth Management, LLC | History | Added to | 39,028 | 1,314 | 0.89% | 0.86% | 163 | +898 | 2.36% | Q1 2026 | Apr 16, 2026 |
| Sollinda Capital Management LLC | History | Added to | 37,801 | 1,272 | 0.31% | 0.29% | 164 | +3,166 | 9.14% | Q1 2026 | Apr 30, 2026 |
| Compound Planning, Inc. | History | Added to | 37,223 | 1,253 | 0.04% | 0.01% | 165 | +22,940 | 160.61% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 36,681 | 1,235 | 0.01% | 0.01% | 166 | -11,772 | -24.3% | Q1 2026 | May 13, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 36,145 | 1,217 | 0.44% | 0.47% | 167 | -1,889 | -4.97% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | New | 33,828 | 1,138 | 0.0% | — | 168 | +33,828 | New | Q1 2026 | May 15, 2026 |
| DBK Financial Counsel, LLC | History | Reduced | 31,625 | 1,064 | 0.81% | 0.8% | 169 | -20 | -0.06% | Q1 2026 | Jun 03, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 29,704 | 1,059 | 0.02% | 0.03% | 170 | +11 | 0.04% | Q1 2026 | May 04, 2026 |
| BIP Wealth, LLC | History | Added to | 30,265 | 1,019 | 0.04% | 0.02% | 171 | +9,522 | 45.9% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Added to | 29,015 | 976 | 0.0% | 0.0% | 172 | +8,681 | 42.69% | Q1 2026 | May 15, 2026 |
| Sherrill & Hutchins Financial Advisory, Inc | History | New | 26,752 | 900 | 0.53% | — | 173 | +26,752 | New | Q1 2026 | Apr 21, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 24,898 | 838 | 0.12% | 0.21% | 174 | +1,073 | 4.5% | Q1 2026 | May 12, 2026 |
| MB Generational Wealth, LLC | History | Reduced | 24,744 | 833 | 0.46% | 0.44% | 175 | -323 | -1.29% | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | New | 24,561 | 826 | 0.01% | — | 176 | +24,561 | New | Q1 2026 | May 18, 2026 |
| Berman McAleer LLC | History | Added to | 23,554 | 793 | 0.11% | 0.09% | 177 | +4,415 | 23.07% | Q1 2026 | Apr 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 23,195 | 780 | 0.0% | 0.0% | 178 | +527 | 2.32% | Q1 2026 | May 14, 2026 |
| Integras Partners LLC | History | New | 23,111 | 778 | 0.51% | — | 179 | +23,111 | New | Q1 2026 | May 12, 2026 |
| Blume Capital Management, Inc. | History | No change | 23,100 | 777 | 0.13% | 0.14% | 180 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 21,797 | 733 | 0.44% | 0.41% | 181 | +734 | 3.48% | Q1 2026 | Apr 15, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 21,169 | 712 | 0.25% | 0.25% | 182 | +109 | 0.52% | Q1 2026 | Apr 08, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 20,948 | 705 | 0.01% | 0.01% | 183 | -1,448 | -6.47% | Q1 2026 | May 06, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 20,271 | 682 | 0.05% | 0.06% | 184 | -565 | -2.71% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 20,227 | 681 | 0.01% | 0.01% | 185 | -884 | -4.19% | Q1 2026 | May 12, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 19,894 | 669 | 0.27% | 0.3% | 186 | -2,654 | -11.77% | Q1 2026 | Apr 20, 2026 |
| West Wealth Group, LLC | History | New | 19,777 | 665 | 0.13% | — | 188 | +19,777 | New | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 19,771 | 665 | 0.03% | 0.03% | 187 | -1,031 | -4.96% | Q1 2026 | May 12, 2026 |
| Ascentis Independent Advisors | History | No change | 19,646 | 661 | 0.05% | 0.1% | 189 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 19,546 | 658 | 0.05% | 0.05% | 190 | -681 | -3.37% | Q1 2026 | Apr 06, 2026 |
| Savvy Advisors, Inc. | History | Added to | 19,128 | 644 | 0.02% | 0.02% | 191 | +3,175 | 19.9% | Q1 2026 | May 11, 2026 |
| Joseph Group Capital Management | History | Reduced | 18,967 | 638 | 0.16% | 0.19% | 193 | -2,806 | -12.89% | Q1 2026 | May 08, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 18,966 | 638 | 0.25% | 0.26% | 192 | -159 | -0.83% | Q1 2026 | Apr 21, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 18,963 | 638 | 0.05% | 0.05% | 194 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | Added to | 17,836 | 600 | 0.53% | 0.55% | 195 | +97 | 0.55% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 17,650 | 594 | 0.04% | 0.04% | 196 | +31 | 0.18% | Q1 2026 | May 05, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 17,462 | 587 | 0.32% | 0.32% | 197 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Tranquility Partners, LLC | History | Added to | 16,297 | 553 | 0.21% | 0.19% | 198 | +508 | 3.22% | Q1 2026 | Apr 20, 2026 |
| Rather & Kittrell, Inc. | History | Reduced | 16,357 | 550 | 0.08% | 0.09% | 199 | -355 | -2.12% | Q1 2026 | May 12, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 16,217 | 546 | 0.11% | 0.1% | 200 | +1,853 | 12.9% | Q1 2026 | May 15, 2026 |
| Rialto Wealth Management, LLC | History | No change | 15,067 | 507 | 0.11% | 0.12% | 201 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| rebel Financial LLC | History | Reduced | 15,018 | 505 | 0.22% | 0.24% | 202 | -1,747 | -10.42% | Q1 2026 | Apr 24, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 15,249 | 502 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 14,516 | 488 | 0.29% | 0.15% | 204 | +6,950 | 91.86% | Q1 2026 | May 01, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 14,395 | 484 | 0.0% | 0.0% | 205 | +18 | 0.13% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 14,270 | 480 | 0.0% | 0.0% | 206 | +4,475 | 45.69% | Q1 2026 | May 08, 2026 |
| Aegis Wealth Management LLC | History | No change | 14,201 | 478 | 0.27% | 0.26% | 207 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 13,827 | 465 | 0.0% | 0.0% | 208 | +12,982 | 1536.33% | Q1 2026 | May 01, 2026 |
| New Dimensions Wealth Management, LLC | History | Reduced | 13,272 | 446 | 0.38% | 0.39% | 209 | -592 | -4.27% | Q1 2026 | May 14, 2026 |
| TAGStone Capital, Inc. | History | Added to | 12,965 | 436 | 0.15% | 0.16% | 210 | +63 | 0.49% | Q1 2026 | May 11, 2026 |
| Squire Investment Management Company, LLC | History | Reduced | 12,507 | 421 | 0.12% | 0.19% | 211 | -6,079 | -32.71% | Q1 2026 | Apr 24, 2026 |
| Equita Financial Network, Inc. | History | Added to | 12,493 | 420 | 0.13% | 0.12% | 212 | +625 | 5.27% | Q1 2026 | Apr 23, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 12,400 | 418 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Partners in Financial Planning | History | Added to | 12,411 | 417 | 0.07% | 0.07% | 214 | +8 | 0.06% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 12,388 | 408 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Entelevest, LLC | History | Added to | 12,075 | 406 | 0.41% | 0.36% | 216 | +1,294 | 12.0% | Q1 2026 | May 04, 2026 |
| Fortis Capital Management LLC | History | Added to | 11,963 | 402 | 0.04% | 0.05% | 217 | +12 | 0.1% | Q1 2026 | May 11, 2026 |
| Pacific Asset Management, LLC | History | Added to | 11,784 | 396 | 0.22% | 0.19% | 218 | +2,025 | 20.75% | Q1 2026 | May 01, 2026 |
| AWM CAPITAL, LLC | History | Added to | 11,724 | 394 | 0.04% | 0.03% | 219 | +11 | 0.09% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 11,497 | 387 | 0.0% | 0.0% | 220 | -120 | -1.03% | Q1 2026 | May 14, 2026 |
| Abel Hall, LLC | History | No change | 11,463 | 385 | 0.08% | 0.09% | 221 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| IFG Advisors, LLC | History | Reduced | 11,422 | 384 | 0.06% | 0.07% | 222 | -581 | -4.84% | Q1 2026 | Apr 09, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 11,414 | 384 | 0.05% | 0.05% | 223 | +11 | 0.1% | Q1 2026 | May 12, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 11,078 | 372 | 0.02% | 0.02% | 224 | +10 | 0.09% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 11,001 | 370 | 0.02% | 0.01% | 225 | +8,363 | 317.02% | Q1 2026 | Apr 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 10,949 | 368 | 0.0% | — | 226 | +10,949 | New | Q1 2026 | May 15, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 10,788 | 363 | 0.11% | 0.11% | 227 | -795 | -6.86% | Q1 2026 | May 06, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 10,582 | 356 | 0.34% | 0.33% | 228 | -98 | -0.92% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 10,511 | 353 | 0.0% | 0.0% | 230 | +1,274 | 13.79% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 10,489 | 353 | 0.0% | 0.0% | 229 | -117 | -1.1% | Q1 2026 | Apr 15, 2026 |
| Burton Enright Welch | History | No change | 10,332 | 347 | 0.05% | 0.05% | 231 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 10,286 | 346 | 0.18% | 0.18% | 232 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Navigate Wealth Management, LLC | History | New | 9,550 | 339 | 0.24% | — | 233 | +9,550 | New | Q1 2026 | Apr 27, 2026 |
| Curi Capital, LLC | History | No change | 9,714 | 327 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 9,194 | 320 | 0.01% | — | 235 | +9,194 | New | Q1 2026 | May 01, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 9,300 | 313 | 0.03% | 0.03% | 236 | +539 | 6.15% | Q1 2026 | Apr 15, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 9,019 | 303 | 0.19% | 0.21% | 237 | -349 | -3.73% | Q1 2026 | May 11, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 8,828 | 297 | 0.14% | 0.14% | 238 | +8 | 0.09% | Q1 2026 | Apr 09, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 8,802 | 296 | 0.01% | 0.01% | 239 | -1,218 | -12.16% | Q1 2026 | Apr 14, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 8,780 | 295 | 0.13% | 0.12% | 240 | +742 | 9.23% | Q1 2026 | May 27, 2026 |
| InTrack Investment Management Inc | History | New | 8,736 | 294 | 0.17% | — | 241 | +8,736 | New | Q1 2026 | Apr 06, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 8,674 | 292 | 0.03% | 0.04% | 242 | -900 | -9.4% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Reduced | 8,315 | 279 | 0.0% | 0.0% | 243 | -225 | -2.63% | Q1 2026 | May 15, 2026 |
| Family Office Research LLC | History | No change | 8,258 | 278 | 0.12% | 0.11% | 244 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategent Financial, LLC | History | Added to | 8,176 | 275 | 0.19% | 0.16% | 245 | +298 | 3.78% | Q1 2026 | Apr 20, 2026 |
| HANOVER ADVISORS INC | History | Added to | 7,955 | 267 | 0.11% | 0.09% | 246 | +530 | 7.14% | Q1 2026 | May 07, 2026 |
| 180 WEALTH ADVISORS, LLC | History | New | 7,920 | 266 | 0.03% | — | 247 | +7,920 | New | Q1 2026 | May 01, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 7,761 | 261 | 0.0% | — | 248 | +7,761 | New | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Reduced | 7,742 | 260 | 0.01% | 0.01% | 249 | -357 | -4.41% | Q1 2026 | Apr 29, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 7,614 | 258 | 0.01% | 0.01% | 250 | -2,775 | -26.71% | Q1 2026 | Apr 08, 2026 |
| Secure Asset Management, LLC | History | Added to | 7,319 | 246 | 0.04% | 0.04% | 251 | +363 | 5.22% | Q1 2026 | Apr 09, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | New | 7,173 | 241 | 0.06% | — | 252 | +7,173 | New | Q1 2026 | Apr 10, 2026 |
| SECURITY NATIONAL BANK OF SO DAK | History | New | 7,064 | 237 | 0.11% | — | 253 | +7,064 | New | Q1 2026 | May 15, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | New | 7,038 | 236 | 0.14% | — | 254 | +7,038 | New | Q1 2026 | May 15, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 6,995 | 235 | 0.02% | 0.02% | 255 | +809 | 13.08% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,685 | 225 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 6,463 | 217 | 0.0% | 0.0% | 257 | +5,065 | 362.3% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 6,466 | 217 | 0.0% | 0.0% | 258 | +151 | 2.39% | Q1 2026 | May 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 6,486 | 213 | 0.15% | 0.15% | 259 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Bank of New York Mellon Corp | History | New | 6,257 | 210 | 0.0% | — | 260 | +6,257 | New | Q1 2026 | May 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 6,225 | 209 | 0.04% | 0.05% | 262 | -375 | -5.68% | Q1 2026 | May 05, 2026 |
| Sterneck Capital Management, LLC | History | No change | 6,225 | 209 | 0.09% | 0.09% | 261 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| GEM Asset Management, LLC | History | Added to | 6,196 | 208 | 0.09% | 0.09% | 263 | +6 | 0.1% | Q1 2026 | Apr 10, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 6,163 | 207 | 0.0% | 0.01% | 264 | -2,000 | -24.5% | Q1 2026 | May 04, 2026 |
| COMMERCE BANK | History | Reduced | 6,094 | 205 | 0.0% | 0.0% | 265 | -197 | -3.13% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | No change | 4,990 | 168 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 4,044 | 136 | 0.0% | 0.0% | 267 | +3,629 | 874.46% | Q1 2026 | May 06, 2026 |
| LRI Investments, LLC | History | Added to | 4,002 | 134 | 0.01% | 0.01% | 268 | +169 | 4.41% | Q1 2026 | Apr 30, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 3,903 | 131 | 0.08% | 0.08% | 269 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,629 | 122 | 0.0% | 0.0% | 270 | +433 | 13.55% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,621 | 119 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PROTECTIVE LIFE CORP | History | New | 3,395 | 114 | 0.38% | — | 272 | +3,395 | New | Q1 2026 | May 13, 2026 |
| Fairman Group, LLC | History | Added to | 3,117 | 104 | 0.09% | 0.08% | 273 | +3 | 0.1% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,087 | 101 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 2,964 | 99 | 0.0% | — | 275 | +2,964 | New | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,790 | 93 | 0.01% | 0.0% | 276 | +2,475 | 785.71% | Q1 2026 | Apr 30, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 2,744 | 92 | 0.05% | — | 277 | +2,744 | New | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,257 | 76 | 0.0% | 0.0% | 278 | +565 | 33.39% | Q1 2026 | May 15, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 2,028 | 68 | 0.01% | 0.01% | 279 | +2 | 0.1% | Q1 2026 | Apr 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,994 | 67 | 0.0% | — | 281 | +1,994 | New | Q1 2026 | May 11, 2026 |
| UMB Bank, n.a. | History | New | 1,990 | 67 | 0.0% | — | 280 | +1,990 | New | Q1 2026 | May 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 1,750 | 58 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | No change | 1,702 | 57 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 1,586 | 53 | 0.0% | 0.0% | 285 | +1,089 | 219.11% | Q1 2026 | May 06, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 1,600 | 53 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,600 | 53 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,613 | 52 | 0.0% | 0.0% | 287 | +111 | 7.39% | Q1 2026 | May 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 1,522 | 51 | 0.0% | 0.0% | 288 | +170 | 12.57% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Reduced | 1,325 | 44 | 0.0% | 0.0% | 289 | -7 | -0.53% | Q1 2026 | May 15, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | New | 1,244 | 41 | 0.02% | — | 290 | +1,244 | New | Q1 2026 | Apr 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 1,160 | 39 | 0.0% | — | 291 | +1,160 | New | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | No change | 1,046 | 35 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 995 | 33 | 0.0% | 0.0% | 293 | +190 | 23.6% | Q1 2026 | May 15, 2026 |
| Bravera Wealth | History | Reduced | 914 | 30 | 0.01% | 0.02% | 294 | -2 | -0.22% | Q1 2026 | Apr 22, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 893 | 29 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 860 | 28 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 833 | 28 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Park Place Capital Corp | History | No change | 818 | 27 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Hurley Capital, LLC | History | New | 755 | 25 | 0.01% | — | 299 | +755 | New | Q1 2026 | May 06, 2026 |
| HOWE & RUSLING INC | History | Reduced | 716 | 24 | 0.0% | 0.0% | 300 | -75 | -9.48% | Q1 2026 | Apr 28, 2026 |
| Parvin Asset Management, LLC | History | No change | 734 | 24 | 0.02% | 0.02% | 301 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Reduced | 624 | 21 | 0.0% | 0.0% | 302 | -39 | -5.88% | Q1 2026 | May 13, 2026 |
| Team Financial Group, LLC | History | No change | 649 | 21 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 591 | 19 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Western Wealth Management, LLC | History | New | 519 | 17 | 0.0% | — | 305 | +519 | New | Q1 2026 | May 19, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 483 | 16 | 0.0% | 0.0% | 306 | -3,274 | -87.14% | Q1 2026 | May 14, 2026 |
| Bell Investment Advisors, Inc | History | New | 498 | 16 | 0.0% | — | 308 | +498 | New | Q1 2026 | Apr 17, 2026 |
| SITTNER & NELSON, LLC | History | No change | 489 | 16 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Added to | 467 | 15 | 0.0% | 0.0% | 309 | +365 | 357.84% | Q1 2026 | May 14, 2026 |
| Asset Dedication, LLC | History | No change | 458 | 15 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| JNBA Financial Advisors | History | No change | 474 | 15 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 433 | 14 | 0.0% | 0.0% | 312 | -2,398 | -84.71% | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 407 | 13 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 373 | 12 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SHP Wealth Management | History | New | 327 | 11 | 0.0% | — | 315 | +327 | New | Q1 2026 | May 08, 2026 |
| Trust Co | History | New | 321 | 10 | 0.0% | — | 318 | +321 | New | Q1 2026 | Apr 13, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 304 | 10 | 0.0% | 0.01% | 316 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 315 | 10 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sound Income Strategies, LLC | History | New | 271 | 9 | 0.0% | — | 319 | +271 | New | Q1 2026 | Apr 27, 2026 |
| Archer Investment Corp | History | New | 249 | 8 | 0.0% | — | 320 | +249 | New | Q1 2026 | May 04, 2026 |
| Lodestone Wealth Management LLC | History | No change | 231 | 7 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 192 | 6 | 0.0% | 0.0% | 323 | -1 | -0.52% | Q1 2026 | Apr 07, 2026 |
| Bogart Wealth, LLC | History | No change | 192 | 6 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 165 | 5 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Golden State Wealth Management, LLC | History | No change | 166 | 5 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GAMMA Investing LLC | History | No change | 168 | 5 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 139 | 4 | 0.0% | — | 332 | +139 | New | Q1 2026 | Apr 20, 2026 |
| Clarity Asset Management, Inc. | History | New | 121 | 4 | 0.0% | — | 331 | +121 | New | Q1 2026 | May 04, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 127 | 4 | 0.0% | 0.0% | 329 | -1 | -0.78% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 137 | 4 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DecisionPoint Financial, LLC | History | No change | 137 | 4 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Strive Financial Group ,LLC | History | No change | 113 | 4 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | New | 93 | 3 | 0.0% | — | 333 | +93 | New | Q1 2026 | Apr 17, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 91 | 3 | 0.0% | — | 334 | +91 | New | Q1 2026 | Apr 16, 2026 |
| UBS Group AG | History | Reduced | 61 | 2 | 0.0% | 0.0% | 336 | -14,016 | -99.57% | Q1 2026 | May 05, 2026 |
| SRH ADVISORS, LLC | History | New | 84 | 2 | 0.0% | — | 340 | +84 | New | Q1 2026 | Apr 29, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 85 | 2 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Stephens Consulting, LLC | History | No change | 81 | 2 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Topsail Wealth Management, LLC | History | No change | 71 | 2 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 80 | 2 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Operose Advisors LLC | History | New | 58 | 1 | 0.0% | — | 344 | +58 | New | Q1 2026 | May 12, 2026 |
| Kozak & Associates, Inc. | History | New | 38 | 1 | 0.0% | — | 343 | +38 | New | Q1 2026 | Apr 14, 2026 |
| Key FInancial Inc | History | No change | 44 | 1 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 59 | 1 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| McMill Wealth Management | History | Closed out | 0 | 0 | — | 1.4% | — | -150,782 | -100.0% | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -37,590 | -100.0% | Q1 2026 | Apr 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -11,918 | -100.0% | Q1 2026 | May 01, 2026 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,155 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,538 | -100.0% | Q1 2026 | May 01, 2026 |
| RAM Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,176 | -100.0% | Q1 2026 | May 04, 2026 |
| Integrity Advisory Solutions, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,600 | -100.0% | Q1 2026 | May 11, 2026 |
| Maia Wealth LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,592 | -100.0% | Q1 2026 | May 08, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,145 | -100.0% | Q1 2026 | May 04, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -530 | -100.0% | Q1 2026 | Apr 07, 2026 |
| DEUTSCHE BANK AG\ | History | Closed out | 0 | 0 | — | 0.0% | — | -431 | -100.0% | Q1 2026 | May 06, 2026 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -143 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -128 | -100.0% | Q1 2026 | May 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |