Dimensional ETF Trust - DFIV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 31,175,901 | 1,645,463 | 1.01% | 0.93% | 1 | +1,712,948 | 5.81% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 22,261,639 | 1,174,969 | 1.74% | 1.64% | 2 | +738,073 | 3.43% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 16,455,753 | 868,534 | 0.5% | 0.42% | 3 | +981,517 | 6.34% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Reduced | 13,542,022 | 714,865 | 0.8% | 0.79% | 4 | -281,444 | -2.04% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 8,757,746 | 462,233 | 2.23% | 2.44% | 5 | +168,287 | 1.96% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 7,226,755 | 381,428 | 1.88% | 1.58% | 6 | +1,127,902 | 18.49% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 7,220,415 | 381,093 | 0.05% | 0.05% | 7 | -17,146 | -0.24% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 6,055,401 | 319,557 | 3.22% | 3.53% | 8 | +280,730 | 4.86% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 5,442,896 | 286,936 | 0.41% | 0.31% | 9 | +744,119 | 15.84% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,749,743 | 250,691 | 0.08% | 0.06% | 10 | +966,804 | 25.56% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,187,745 | 221,029 | 0.06% | 0.06% | 11 | +406,670 | 10.76% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,020,264 | 214,400 | 2.02% | 1.73% | 12 | +783,668 | 24.21% | Q1 2026 | Apr 07, 2026 |
| Kestra Investment Management, LLC | History | Added to | 4,025,407 | 212,461 | 3.66% | 2.98% | 13 | +1,582,882 | 64.81% | Q1 2026 | May 11, 2026 |
| Plancorp, LLC | History | Added to | 3,664,235 | 201,972 | 5.74% | 5.39% | 14 | +93,115 | 2.61% | Q1 2026 | Apr 14, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 3,550,562 | 187,398 | 8.43% | 8.36% | 15 | -20,811 | -0.58% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Reduced | 3,414,821 | 180,234 | 0.12% | 0.12% | 16 | -16,842 | -0.49% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,398,047 | 179,348 | 0.01% | 0.01% | 17 | +862,423 | 34.01% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 3,368,869 | 177,809 | 0.19% | 0.19% | 18 | -92,854 | -2.68% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 3,212,707 | 169,567 | 0.24% | 0.22% | 19 | +135,223 | 4.39% | Q1 2026 | May 15, 2026 |
| Foster Group, Inc. | History | Reduced | 2,931,247 | 154,711 | 4.6% | 4.68% | 20 | -171,334 | -5.52% | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,647,604 | 135,665 | 0.07% | 0.05% | 21 | +863,679 | 48.41% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 2,333,518 | 123,163 | 0.03% | 0.03% | 22 | +127,123 | 5.76% | Q1 2026 | May 06, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 2,233,998 | 117,910 | 1.41% | 1.32% | 23 | -45,763 | -2.01% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,146,371 | 113,285 | 0.01% | 0.01% | 24 | +846,371 | 65.11% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 2,120,771 | 111,934 | 0.02% | 0.02% | 25 | +233,732 | 12.39% | Q1 2026 | May 05, 2026 |
| Apella Capital, LLC | History | Added to | 1,895,167 | 105,314 | 1.56% | 1.13% | 26 | +749,318 | 65.39% | Q1 2026 | Apr 20, 2026 |
| Cetera Investment Advisers | History | Added to | 1,864,900 | 98,429 | 0.1% | 0.09% | 27 | +190,680 | 11.39% | Q1 2026 | May 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 1,785,481 | 94,237 | 1.63% | 1.61% | 28 | -22,311 | -1.23% | Q1 2026 | May 04, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 1,779,613 | 93,927 | 3.64% | 3.58% | 29 | +46,834 | 2.7% | Q1 2026 | May 07, 2026 |
| Team Hewins, LLC | History | Added to | 1,761,273 | 92,959 | 27.62% | 28.29% | 30 | +1,829 | 0.1% | Q1 2026 | Apr 30, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 1,602,043 | 88,304 | 7.95% | 7.71% | 31 | -9,001 | -0.56% | Q1 2026 | Apr 29, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 1,611,107 | 85,034 | 4.52% | 4.48% | 32 | -18,102 | -1.11% | Q1 2026 | Apr 27, 2026 |
| CHOREO, LLC | History | Added to | 1,472,743 | 77,731 | 0.95% | 0.91% | 33 | +46,460 | 3.26% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,463,439 | 77,240 | 0.01% | 0.01% | 34 | +108,705 | 8.02% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,403,292 | 74,065 | 0.39% | 0.45% | 35 | +118,046 | 9.18% | Q1 2026 | May 15, 2026 |
| Evanson Asset Management, LLC | History | Added to | 1,402,336 | 74,015 | 3.97% | 3.73% | 36 | +15,558 | 1.12% | Q1 2026 | Apr 08, 2026 |
| Wealth Management Nebraska | History | Added to | 1,328,121 | 70,098 | 7.1% | 7.26% | 37 | +55,494 | 4.36% | Q1 2026 | May 15, 2026 |
| Falcon Wealth Planning | History | Added to | 1,259,446 | 66,473 | 4.53% | 5.25% | 38 | +10,524 | 0.84% | Q1 2026 | Apr 20, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 1,245,125 | 65,717 | 0.37% | 0.36% | 39 | -41,238 | -3.21% | Q1 2026 | Apr 30, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | Reduced | 1,242,941 | 65,602 | 29.45% | 28.04% | 40 | -24,674 | -1.95% | Q1 2026 | Apr 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,196,765 | 63,643 | 0.13% | 0.14% | 41 | -822,672 | -40.74% | Q1 2026 | Apr 08, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 1,149,077 | 60,648 | 4.12% | 4.03% | 42 | -22,884 | -1.95% | Q1 2026 | May 14, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 1,120,300 | 59,129 | 3.65% | 3.48% | 43 | -27,231 | -2.37% | Q1 2026 | Apr 29, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Reduced | 1,119,781 | 59,102 | 5.41% | 5.39% | 44 | -4,164 | -0.37% | Q1 2026 | Apr 23, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 1,084,979 | 57,265 | 1.78% | 1.43% | 45 | +175,603 | 19.31% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Added to | 1,079,191 | 56,959 | 0.15% | 0.13% | 46 | +112,185 | 11.6% | Q1 2026 | May 14, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 1,077,890 | 56,891 | 4.2% | 3.82% | 47 | -14,949 | -1.37% | Q1 2026 | May 07, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,083,909 | 55,680 | 2.01% | 1.46% | 48 | +312,545 | 40.52% | Q1 2026 | May 15, 2026 |
| MASECO LLP | History | Reduced | 1,017,209 | 53,698 | 1.68% | 2.24% | 49 | -15,752 | -1.52% | Q1 2026 | Apr 21, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 1,010,586 | 53,338 | 3.57% | 3.01% | 50 | +346,617 | 52.2% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,007,846 | 53,194 | 0.01% | 0.01% | 51 | +321,032 | 46.74% | Q1 2026 | May 11, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 846,737 | 46,841 | 4.2% | 4.11% | 52 | -4,982 | -0.58% | Q1 2026 | Apr 20, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 886,759 | 46,803 | 8.97% | 8.68% | 53 | +28,041 | 3.27% | Q1 2026 | Apr 24, 2026 |
| Root Financial Partners, LLC | History | Added to | 872,659 | 46,058 | 2.13% | 2.1% | 54 | +47,365 | 5.74% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Added to | 852,136 | 44,966 | 0.05% | 0.05% | 55 | +86,721 | 11.33% | Q1 2026 | May 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 896,241 | 44,722 | 2.17% | 2.11% | 56 | -1,628 | -0.18% | Q1 2026 | Apr 08, 2026 |
| Strategic Financial Services, Inc. | History | Reduced | 833,500 | 43,992 | 2.09% | 2.12% | 57 | -10,198 | -1.21% | Q1 2026 | May 08, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 791,320 | 41,762 | 5.54% | 5.58% | 58 | +74,115 | 10.33% | Q1 2026 | Apr 08, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 768,451 | 40,558 | 9.94% | 10.22% | 59 | +72,273 | 10.38% | Q1 2026 | Apr 13, 2026 |
| Wealth Architects, LLC | History | Reduced | 725,927 | 38,314 | 3.42% | 3.3% | 60 | -7,634 | -1.04% | Q1 2026 | May 15, 2026 |
| Premier Financial Group | History | Reduced | 705,161 | 37,770 | 6.43% | 9.24% | 61 | -4,163 | -0.59% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | Added to | 756,132 | 37,730 | 0.24% | 0.2% | 62 | +159,412 | 26.71% | Q1 2026 | May 15, 2026 |
| TruWealth Advisors, LLC | History | Added to | 713,549 | 37,661 | 1.81% | 0.88% | 63 | +353,535 | 98.2% | Q1 2026 | Apr 09, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 704,008 | 37,157 | 4.92% | 4.92% | 64 | -28,607 | -3.9% | Q1 2026 | Apr 21, 2026 |
| Vise Technologies, Inc. | History | No change | 732,975 | 36,575 | 0.72% | 0.72% | 65 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 689,853 | 36,410 | 1.37% | 1.26% | 66 | -73,218 | -9.6% | Q1 2026 | Apr 21, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 684,218 | 36,113 | 0.69% | 0.65% | 67 | -4,809 | -0.7% | Q1 2026 | May 01, 2026 |
| Planning Center, Inc. | History | Reduced | 673,881 | 35,567 | 3.6% | 3.81% | 68 | -73,006 | -9.77% | Q1 2026 | Apr 28, 2026 |
| Hudock, Inc. | History | Added to | 663,381 | 35,013 | 5.15% | 3.65% | 69 | +166,557 | 33.52% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 663,299 | 35,008 | 0.05% | 0.04% | 70 | -3,053 | -0.46% | Q1 2026 | Apr 27, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 662,168 | 34,949 | 9.95% | 9.23% | 71 | +518 | 0.08% | Q1 2026 | Apr 07, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 632,114 | 33,362 | 7.32% | 5.2% | 72 | +158,224 | 33.39% | Q1 2026 | Apr 30, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 607,270 | 32,051 | 4.25% | 4.12% | 73 | +23,353 | 4.0% | Q1 2026 | Apr 13, 2026 |
| Quent Capital, LLC | History | Added to | 596,056 | 31,459 | 2.23% | 2.04% | 74 | +29,320 | 5.17% | Q1 2026 | Apr 28, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 596,017 | 31,457 | 4.38% | 3.89% | 75 | +43,555 | 7.88% | Q1 2026 | May 13, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 593,757 | 31,338 | 3.46% | 3.56% | 76 | -6,332 | -1.06% | Q1 2026 | May 12, 2026 |
| M Holdings Securities, Inc. | History | Added to | 595,886 | 31,129 | 2.1% | 1.76% | 77 | +101,987 | 20.65% | Q1 2026 | May 12, 2026 |
| Three Arch Wealth Management LLC | History | Reduced | 585,418 | 30,898 | 5.56% | 5.49% | 78 | -2,300 | -0.39% | Q1 2026 | May 06, 2026 |
| SACHEM HILL LLC | History | Reduced | 573,203 | 30,253 | 5.86% | 5.74% | 79 | -18,920 | -3.2% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 585,672 | 30,086 | 0.0% | 0.0% | 80 | +33,602 | 6.09% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 564,454 | 29,791 | 0.05% | 0.03% | 81 | +219,118 | 63.45% | Q1 2026 | May 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 552,214 | 29,146 | 0.37% | 0.26% | 82 | +132,819 | 31.67% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 532,513 | 28,106 | 0.05% | 0.05% | 83 | +5,598 | 1.06% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 518,438 | 27,363 | 0.11% | 0.11% | 84 | -1,285 | -0.25% | Q1 2026 | May 14, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 508,589 | 26,843 | 1.19% | 1.17% | 85 | -11,587 | -2.23% | Q1 2026 | Apr 09, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 486,448 | 25,674 | 0.1% | 0.08% | 86 | +76,961 | 18.79% | Q1 2026 | Apr 30, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 483,191 | 25,502 | 0.17% | 0.17% | 87 | +3,405 | 0.71% | Q1 2026 | May 07, 2026 |
| Financially in Tune, LLC | History | Added to | 447,138 | 23,599 | 20.29% | 19.45% | 88 | +29,608 | 7.09% | Q1 2026 | Apr 22, 2026 |
| COWA, LLC | History | Added to | 443,679 | 23,417 | 6.32% | 5.53% | 89 | +79,205 | 21.73% | Q1 2026 | May 14, 2026 |
| Factor Wealth Management LTD | History | Added to | 441,858 | 23,321 | 4.39% | 4.23% | 90 | +49,199 | 12.53% | Q1 2026 | Apr 20, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Reduced | 439,261 | 23,184 | 9.23% | 9.17% | 91 | -11,166 | -2.48% | Q1 2026 | Apr 24, 2026 |
| PINNEY & SCOFIELD, INC. | History | Reduced | 424,833 | 22,422 | 12.09% | 12.27% | 92 | -8,417 | -1.94% | Q1 2026 | May 15, 2026 |
| Prism Advisors, Inc. | History | Reduced | 417,363 | 22,028 | 5.88% | 5.74% | 93 | -13,892 | -3.22% | Q1 2026 | Apr 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 408,490 | 21,560 | 0.06% | 0.05% | 94 | +32,512 | 8.65% | Q1 2026 | May 04, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 403,522 | 21,297 | 1.87% | 1.84% | 95 | -19,454 | -4.6% | Q1 2026 | May 12, 2026 |
| MASON STREET ADVISORS, LLC | History | Added to | 403,315 | 21,286 | 2.08% | 1.93% | 96 | +9,950 | 2.53% | Q1 2026 | May 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 402,729 | 21,256 | 0.01% | 0.01% | 97 | +82,721 | 25.85% | Q1 2026 | May 15, 2026 |
| Disciplined Equity Management, Inc. | History | Reduced | 399,817 | 21,102 | 10.6% | 10.76% | 98 | -16,193 | -3.89% | Q1 2026 | Apr 28, 2026 |
| Squire Investment Management Company, LLC | History | Reduced | 397,188 | 20,963 | 5.83% | 6.01% | 99 | -620 | -0.16% | Q1 2026 | Apr 24, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 387,218 | 20,437 | 8.21% | 8.46% | 100 | -27,890 | -6.72% | Q1 2026 | Apr 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 387,022 | 20,427 | 0.03% | 0.02% | 101 | +22,829 | 6.27% | Q1 2026 | Apr 27, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 367,348 | 20,413 | 1.41% | 1.56% | 102 | -60,256 | -14.09% | Q1 2026 | Apr 29, 2026 |
| LRI Investments, LLC | History | Reduced | 386,221 | 20,384 | 1.81% | 1.56% | 103 | -1,448 | -0.37% | Q1 2026 | Apr 30, 2026 |
| Navigoe, LLC | History | Reduced | 384,561 | 20,297 | 11.99% | 12.0% | 104 | -5,123 | -1.31% | Q1 2026 | May 01, 2026 |
| Embree Financial Group | History | Added to | 382,407 | 20,183 | 2.38% | 2.32% | 105 | +2,877 | 0.76% | Q1 2026 | Apr 23, 2026 |
| Forum Financial Management, LP | History | Reduced | 376,732 | 19,883 | 0.28% | 0.25% | 106 | -6,125 | -1.6% | Q1 2026 | Apr 23, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 374,794 | 19,778 | 9.29% | 9.22% | 107 | +23,050 | 6.55% | Q1 2026 | Apr 14, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 373,279 | 19,701 | 3.11% | 3.02% | 108 | -15,725 | -4.04% | Q1 2026 | Apr 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 364,874 | 19,258 | 0.14% | 0.13% | 109 | +7,560 | 2.12% | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | Added to | 364,862 | 19,258 | 0.51% | 0.51% | 110 | +6,323 | 1.76% | Q1 2026 | May 14, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Reduced | 364,439 | 19,235 | 5.42% | 5.13% | 111 | -14,657 | -3.87% | Q1 2026 | Apr 15, 2026 |
| McLean Asset Management Corp | History | Reduced | 358,292 | 18,910 | 3.31% | 3.33% | 112 | -2,430 | -0.67% | Q1 2026 | Apr 22, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Reduced | 358,252 | 18,908 | 5.66% | 5.6% | 113 | -10,245 | -2.78% | Q1 2026 | Apr 10, 2026 |
| VeraBank, N.A. | History | Added to | 344,701 | 18,193 | 3.33% | 2.61% | 114 | +57,548 | 20.04% | Q1 2026 | May 11, 2026 |
| Shearwater Capital LLC | History | Reduced | 342,478 | 18,075 | 9.48% | 9.82% | 115 | -405 | -0.12% | Q1 2026 | Apr 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 341,423 | 18,021 | 0.03% | 0.03% | 116 | -69,878 | -16.99% | Q1 2026 | May 15, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 337,627 | 17,819 | 8.06% | 7.95% | 117 | +6,561 | 1.98% | Q1 2026 | Apr 09, 2026 |
| Penserra Capital Management LLC | History | New | 337,549 | 17,815 | 0.21% | — | 118 | +337,549 | New | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 333,880 | 17,622 | 0.05% | 0.04% | 119 | +45,109 | 15.62% | Q1 2026 | Apr 30, 2026 |
| Rather & Kittrell, Inc. | History | Reduced | 331,984 | 17,522 | 2.7% | 2.7% | 120 | -3,887 | -1.16% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 331,339 | 17,488 | 0.03% | 0.03% | 121 | -2,143 | -0.64% | Q1 2026 | May 14, 2026 |
| Apeiron RIA LLC | History | Reduced | 330,167 | 17,426 | 4.04% | 3.63% | 122 | -6,210 | -1.85% | Q1 2026 | Apr 27, 2026 |
| B&D White Capital Company, LLC | History | Added to | 326,700 | 17,243 | 2.13% | 1.49% | 123 | +69,517 | 27.03% | Q1 2026 | May 13, 2026 |
| Disciplined Investments, LLC | History | Added to | 322,412 | 17,016 | 6.11% | 6.03% | 124 | +8,136 | 2.59% | Q1 2026 | May 12, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 321,345 | 16,960 | 6.63% | 6.75% | 125 | -18,314 | -5.39% | Q1 2026 | Apr 20, 2026 |
| Financial Connections Group, Inc. | History | Reduced | 320,867 | 16,935 | 5.89% | 5.7% | 126 | -11,508 | -3.46% | Q1 2026 | May 01, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 318,048 | 16,786 | 4.45% | 4.37% | 127 | -3,466 | -1.08% | Q1 2026 | May 05, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 308,128 | 16,262 | 4.82% | 4.8% | 128 | -10,771 | -3.38% | Q1 2026 | May 06, 2026 |
| Invst, LLC | History | Reduced | 303,916 | 16,040 | 1.81% | 1.77% | 129 | -22,620 | -6.93% | Q1 2026 | May 13, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 287,126 | 15,809 | 3.68% | 3.61% | 130 | +1,917 | 0.67% | Q1 2026 | Apr 10, 2026 |
| BlueSky Wealth Advisors, LLC | History | New | 297,465 | 15,700 | 2.02% | — | 131 | +297,465 | New | Q1 2026 | Apr 16, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 297,184 | 15,685 | 0.06% | 0.07% | 132 | -53,841 | -15.34% | Q1 2026 | May 11, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 292,069 | 15,415 | 10.39% | 10.22% | 133 | -6,733 | -2.25% | Q1 2026 | Apr 16, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | Added to | 291,996 | 15,411 | 7.71% | 7.8% | 134 | +32,274 | 12.43% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 290,721 | 15,344 | 0.12% | 0.16% | 135 | +25,442 | 9.59% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 289,327 | 15,270 | 0.01% | 0.01% | 136 | +10,509 | 3.77% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 289,269 | 15,267 | 0.11% | 0.03% | 137 | +215,539 | 292.34% | Q1 2026 | Apr 15, 2026 |
| Fonville Wealth Management LLC | History | Added to | 288,772 | 15,241 | 2.9% | 2.81% | 138 | +13,625 | 4.95% | Q1 2026 | Apr 20, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 304,220 | 15,180 | 8.85% | 8.85% | 139 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Ruedi Wealth Management, Inc. | History | Reduced | 287,414 | 15,169 | 3.91% | 3.98% | 140 | -16,597 | -5.46% | Q1 2026 | May 01, 2026 |
| KM Capital Management Ltd. | History | Reduced | 262,925 | 14,631 | 9.84% | 7.41% | 141 | -27,698 | -9.53% | Q1 2026 | May 15, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Added to | 269,865 | 14,243 | 2.1% | 1.98% | 142 | +2,647 | 0.99% | Q1 2026 | May 05, 2026 |
| Capstone Wealth Management, LLC | History | Reduced | 264,582 | 13,964 | 9.74% | 9.71% | 143 | -2,025 | -0.76% | Q1 2026 | Apr 16, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 261,264 | 13,789 | 6.73% | 6.57% | 144 | -7,942 | -2.95% | Q1 2026 | May 14, 2026 |
| Guardian Wealth Management, LLC | History | Reduced | 257,587 | 13,731 | 4.17% | 4.38% | 145 | -19,598 | -7.07% | Q1 2026 | Apr 23, 2026 |
| Visionary Wealth Advisors | History | Added to | 251,561 | 13,277 | 0.59% | 0.45% | 146 | +51,125 | 25.51% | Q1 2026 | May 13, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 246,339 | 13,001 | 1.42% | 1.51% | 147 | -4,905 | -1.95% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 243,706 | 12,862 | 0.34% | 0.4% | 148 | -3,161 | -1.28% | Q1 2026 | May 11, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 243,563 | 12,855 | 8.11% | 7.81% | 149 | +14,651 | 6.4% | Q1 2026 | May 11, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Reduced | 241,227 | 12,731 | 1.21% | 1.2% | 150 | -2,743 | -1.12% | Q1 2026 | May 13, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 239,993 | 12,666 | 1.76% | 3.27% | 151 | -1,888 | -0.78% | Q1 2026 | May 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 237,577 | 12,539 | 1.35% | 1.3% | 152 | -2,406 | -1.0% | Q1 2026 | Apr 08, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 236,652 | 12,490 | 1.0% | 1.0% | 153 | -6,742 | -2.77% | Q1 2026 | May 15, 2026 |
| Aurdan Capital Management, LLC | History | New | 233,625 | 12,330 | 3.7% | — | 154 | +233,625 | New | Q1 2026 | Apr 21, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 227,168 | 11,989 | 0.22% | 0.16% | 155 | +58,991 | 35.08% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 225,485 | 11,901 | 0.0% | 0.0% | 156 | +14,439 | 6.84% | Q1 2026 | May 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 219,204 | 11,624 | 0.19% | 0.08% | 157 | +95,685 | 77.47% | Q1 2026 | May 15, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 232,118 | 11,582 | 3.92% | 3.92% | 158 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Tillman Hartley LLC | History | Reduced | 218,495 | 11,532 | 2.9% | 2.87% | 159 | -10,645 | -4.65% | Q1 2026 | May 08, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 214,245 | 11,307 | 1.7% | 1.76% | 160 | -9,911 | -4.42% | Q1 2026 | Apr 14, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 210,747 | 11,123 | 6.65% | 6.2% | 161 | +1,546 | 0.74% | Q1 2026 | Apr 15, 2026 |
| BAKER BOYER NATIONAL BANK | History | Reduced | 206,482 | 10,898 | 3.27% | 3.18% | 162 | -4,840 | -2.29% | Q1 2026 | Apr 27, 2026 |
| Financial Futures Ltd Liability Co. | History | Added to | 206,016 | 10,873 | 4.78% | 4.59% | 163 | +7,398 | 3.72% | Q1 2026 | Apr 22, 2026 |
| ASPIRIANT, LLC | History | Added to | 205,792 | 10,861 | 0.31% | 0.29% | 164 | +578 | 0.28% | Q1 2026 | May 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 205,186 | 10,829 | 0.22% | 0.21% | 165 | -2,343 | -1.13% | Q1 2026 | May 15, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 204,274 | 10,781 | 1.77% | 1.73% | 166 | -7,369 | -3.48% | Q1 2026 | Apr 29, 2026 |
| Rothschild Wealth LLC | History | Added to | 203,030 | 10,715 | 0.97% | 0.96% | 167 | +2,471 | 1.23% | Q1 2026 | May 06, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 202,700 | 10,699 | 0.01% | 0.01% | 168 | +97,915 | 93.44% | Q1 2026 | May 13, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 201,567 | 10,638 | 6.22% | 5.45% | 169 | +16,703 | 9.04% | Q1 2026 | May 01, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 201,310 | 10,625 | 0.02% | 0.02% | 170 | -13,696 | -6.37% | Q1 2026 | May 01, 2026 |
| Waverly Advisors, LLC | History | Added to | 199,793 | 10,545 | 0.08% | 0.08% | 171 | +10,240 | 5.4% | Q1 2026 | May 15, 2026 |
| Stone Summit Wealth LLC | History | Added to | 198,642 | 10,484 | 2.92% | 2.6% | 172 | +6,503 | 3.38% | Q1 2026 | Apr 22, 2026 |
| Trademark Financial Management, LLC | History | Added to | 198,062 | 10,453 | 5.12% | 4.33% | 173 | +40,359 | 25.59% | Q1 2026 | Apr 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 197,532 | 10,425 | 0.02% | 0.01% | 174 | +82,881 | 72.29% | Q1 2026 | May 15, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 195,600 | 10,323 | 2.02% | 2.07% | 175 | -8,497 | -4.16% | Q1 2026 | Apr 20, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 193,928 | 10,235 | 1.12% | 1.06% | 176 | -2,938 | -1.49% | Q1 2026 | Apr 23, 2026 |
| Advisory Alpha, LLC | History | Added to | 193,907 | 10,234 | 0.28% | 0.14% | 177 | +91,227 | 88.85% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Added to | 193,406 | 10,207 | 0.31% | 0.27% | 178 | +9,643 | 5.25% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 191,458 | 10,105 | 0.13% | 0.03% | 179 | +145,833 | 319.63% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 189,215 | 9,986 | 0.05% | 0.05% | 180 | +3,519 | 1.9% | Q1 2026 | May 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 186,199 | 9,827 | 0.71% | 0.61% | 181 | -2,310 | -1.23% | Q1 2026 | Apr 16, 2026 |
| Altiora Financial Group, LLC | History | No change | 185,313 | 9,780 | 1.61% | 1.59% | 182 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 185,042 | 9,766 | 2.37% | 2.22% | 183 | +913 | 0.5% | Q1 2026 | May 12, 2026 |
| REAP Financial Group, LLC | History | Added to | 184,145 | 9,719 | 1.92% | 1.72% | 184 | +14,529 | 8.57% | Q1 2026 | May 11, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 180,692 | 9,536 | 0.79% | 0.8% | 185 | -894 | -0.49% | Q1 2026 | May 05, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 175,296 | 9,252 | 2.25% | 2.08% | 186 | +6,407 | 3.79% | Q1 2026 | Apr 10, 2026 |
| Oceanside Advisors LLC | History | Added to | 168,339 | 8,884 | 5.07% | 5.08% | 187 | +242 | 0.14% | Q1 2026 | Apr 28, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 161,966 | 8,548 | 0.05% | 0.05% | 188 | -9,980 | -5.8% | Q1 2026 | May 05, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 160,104 | 8,450 | 3.18% | 3.19% | 189 | -6,757 | -4.05% | Q1 2026 | May 11, 2026 |
| Cedar Point Capital Partners, LLC | History | Reduced | 157,095 | 8,291 | 5.39% | 5.38% | 190 | -11,660 | -6.91% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 154,937 | 8,177 | 0.04% | 0.04% | 191 | +10,713 | 7.43% | Q1 2026 | May 08, 2026 |
| Certified Advisory Corp | History | Added to | 153,383 | 8,095 | 0.73% | 0.69% | 192 | +2,073 | 1.37% | Q1 2026 | Apr 17, 2026 |
| Laurel Wealth Planning LLC | History | Added to | 152,623 | 8,055 | 4.25% | 3.03% | 193 | +42,921 | 39.13% | Q1 2026 | Apr 23, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 149,258 | 7,962 | 1.92% | 1.68% | 194 | +10,174 | 7.32% | Q1 2026 | May 01, 2026 |
| SB Capital Management Inc | History | No change | 155,832 | 7,776 | 2.85% | 2.85% | 195 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 146,176 | 7,715 | 0.02% | 0.01% | 196 | -4,257 | -2.83% | Q1 2026 | May 14, 2026 |
| Richard Young Associates, Ltd. | History | Reduced | 145,843 | 7,697 | 5.84% | 5.75% | 197 | -1,757 | -1.19% | Q1 2026 | May 07, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 142,969 | 7,545 | 3.82% | 0.02% | 198 | +142,070 | 15803.11% | Q1 2026 | May 04, 2026 |
| Mattern Wealth Management LLC | History | Added to | 142,932 | 7,543 | 1.47% | 1.36% | 199 | +1,575 | 1.11% | Q1 2026 | Apr 23, 2026 |
| Cordant, Inc. | History | Reduced | 142,752 | 7,534 | 3.06% | 3.11% | 200 | -6,109 | -4.1% | Q1 2026 | Apr 13, 2026 |
| Sculati Wealth Management, LLC | History | Added to | 142,467 | 7,519 | 2.78% | 2.48% | 201 | +1,237 | 0.88% | Q1 2026 | Apr 09, 2026 |
| Family Legacy, Inc. | History | Reduced | 141,756 | 7,481 | 2.25% | 2.22% | 202 | -6,755 | -4.55% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 139,250 | 7,349 | 0.13% | 0.12% | 203 | +987 | 0.71% | Q1 2026 | Apr 10, 2026 |
| Bank of New Hampshire | History | Added to | 138,154 | 7,291 | 1.67% | 1.43% | 204 | +10,449 | 8.18% | Q1 2026 | Apr 13, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 138,113 | 7,289 | 4.28% | 4.19% | 205 | -29 | -0.02% | Q1 2026 | Apr 21, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 136,097 | 7,183 | 0.07% | 0.07% | 206 | -4 | -0.0% | Q1 2026 | Apr 13, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 135,457 | 7,149 | 3.22% | 3.01% | 207 | -1,367 | -1.0% | Q1 2026 | May 05, 2026 |
| Causey Wealth LLC | History | Added to | 135,396 | 7,146 | 3.03% | 3.06% | 208 | +9,944 | 7.93% | Q1 2026 | May 12, 2026 |
| HMV Wealth Advisors, LLC | History | Reduced | 131,307 | 6,930 | 3.26% | 3.37% | 209 | -3,788 | -2.8% | Q1 2026 | Apr 14, 2026 |
| J. Mark Nickell & Co. | History | Reduced | 129,608 | 6,840 | 7.09% | 6.92% | 210 | -20,514 | -13.66% | Q1 2026 | May 15, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Reduced | 128,164 | 6,764 | 5.06% | 3.61% | 211 | -942 | -0.73% | Q1 2026 | Apr 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 127,745 | 6,742 | 0.22% | 0.22% | 212 | -4,037 | -3.06% | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | Reduced | 124,646 | 6,578 | 0.49% | 0.49% | 213 | -9,053 | -6.77% | Q1 2026 | May 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 124,116 | 6,550 | 0.0% | 0.0% | 214 | +109,507 | 749.59% | Q1 2026 | May 13, 2026 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | History | Added to | 123,781 | 6,533 | 2.85% | 2.53% | 215 | +21,260 | 20.74% | Q1 2026 | Apr 24, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 123,188 | 6,501 | 0.42% | 0.4% | 216 | -2,830 | -2.25% | Q1 2026 | Apr 17, 2026 |
| Vistica Wealth Advisors, LLC | History | Reduced | 122,846 | 6,483 | 6.46% | 6.53% | 217 | -8,557 | -6.51% | Q1 2026 | Apr 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 121,572 | 6,416 | 0.07% | 0.08% | 218 | -13,604 | -10.06% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO | History | No change | 119,178 | 6,371 | 0.07% | 0.07% | 219 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Composition Wealth, LLC | History | Added to | 120,530 | 6,361 | 0.09% | 0.08% | 220 | +5,394 | 4.68% | Q1 2026 | Apr 08, 2026 |
| &PARTNERS | History | Added to | 120,493 | 6,358 | 0.03% | 0.03% | 221 | +6,097 | 5.33% | Q1 2026 | May 15, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 119,763 | 6,321 | 3.26% | 2.96% | 222 | +7,744 | 6.91% | Q1 2026 | Apr 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 119,689 | 6,317 | 2.18% | 2.03% | 223 | +6,451 | 5.7% | Q1 2026 | Apr 23, 2026 |
| Accel Wealth Management | History | Added to | 118,843 | 6,272 | 1.64% | 1.31% | 224 | +23,062 | 24.08% | Q1 2026 | Apr 08, 2026 |
| ATLas Financial Planning LLC | History | Added to | 118,599 | 6,259 | 5.61% | 5.46% | 225 | +7,033 | 6.3% | Q1 2026 | Apr 27, 2026 |
| Avior Wealth Management, LLC | History | Added to | 118,206 | 6,238 | 0.18% | 0.18% | 226 | +1,437 | 1.23% | Q1 2026 | Apr 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 117,830 | 6,219 | 0.19% | 0.22% | 227 | -196 | -0.17% | Q1 2026 | May 15, 2026 |
| Avise Financial Cooperative, Inc. | History | Added to | 117,507 | 6,202 | 5.13% | 5.22% | 228 | +1,293 | 1.11% | Q1 2026 | Apr 22, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 116,203 | 6,133 | 1.68% | 1.68% | 229 | -2,125 | -1.8% | Q1 2026 | May 13, 2026 |
| Estate Counselors, LLC | History | Reduced | 115,730 | 6,108 | 0.54% | 0.49% | 230 | -910 | -0.78% | Q1 2026 | May 15, 2026 |
| Alpha Advisors, LLC/VA | History | Added to | 113,836 | 6,008 | 4.74% | 4.35% | 231 | +654 | 0.58% | Q1 2026 | May 14, 2026 |
| Timonier Family Office, LTD. | History | No change | 119,333 | 5,954 | 1.89% | 1.89% | 232 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| DeLarme Wealth Management, Inc. | History | Reduced | 111,474 | 5,883 | 3.79% | 3.99% | 233 | -1,243 | -1.1% | Q1 2026 | Apr 23, 2026 |
| Brookstone Capital Management | History | Added to | 111,433 | 5,881 | 0.07% | 0.06% | 234 | +3,540 | 3.28% | Q1 2026 | Apr 16, 2026 |
| Valued Retirements, Inc. | History | Added to | 110,591 | 5,836 | 5.7% | 5.29% | 235 | +2,161 | 1.99% | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 107,678 | 5,683 | 0.13% | 0.16% | 236 | -20,657 | -16.1% | Q1 2026 | May 15, 2026 |
| LAM GROUP, INC. | History | Added to | 106,938 | 5,644 | 3.1% | 3.04% | 237 | +530 | 0.5% | Q1 2026 | Apr 22, 2026 |
| Frankly Finances, LLC | History | Added to | 105,851 | 5,586 | 5.06% | 5.0% | 238 | +172 | 0.16% | Q1 2026 | Apr 29, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Added to | 105,793 | 5,583 | 5.74% | 5.92% | 239 | +1,665 | 1.6% | Q1 2026 | May 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 104,631 | 5,522 | 0.04% | 0.04% | 240 | +15,383 | 17.24% | Q1 2026 | Apr 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 104,606 | 5,521 | 0.03% | 0.01% | 241 | +46,455 | 79.89% | Q1 2026 | Apr 24, 2026 |
| Graver Capital Management, LLC | History | Added to | 103,135 | 5,443 | 4.14% | 3.93% | 242 | +3,470 | 3.48% | Q1 2026 | Apr 23, 2026 |
| World Investment Advisors | History | Added to | 101,568 | 5,360 | 0.09% | 0.06% | 243 | +30,387 | 42.69% | Q1 2026 | Apr 27, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 101,443 | 5,354 | 1.61% | 1.52% | 244 | +2,520 | 2.55% | Q1 2026 | Apr 29, 2026 |
| VANCE WEALTH, LLC | History | Added to | 101,250 | 5,343 | 1.54% | 1.05% | 245 | +30,506 | 43.12% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 100,519 | 5,305 | 0.18% | 0.17% | 246 | -22 | -0.02% | Q1 2026 | Apr 22, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 100,170 | 5,286 | 0.87% | 0.81% | 247 | +3,025 | 3.11% | Q1 2026 | Apr 21, 2026 |
| Breakwater Capital Group | History | Reduced | 99,746 | 5,264 | 0.7% | 0.7% | 248 | -1,115 | -1.11% | Q1 2026 | Apr 20, 2026 |
| InTrack Investment Management Inc | History | Added to | 99,466 | 5,249 | 2.99% | 2.5% | 249 | +9,867 | 11.01% | Q1 2026 | Apr 06, 2026 |
| Bleakley Financial Group, LLC | History | New | 98,542 | 5,201 | 0.08% | — | 250 | +98,542 | New | Q1 2026 | May 04, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 98,346 | 5,190 | 0.16% | 0.16% | 251 | +12,602 | 14.7% | Q1 2026 | May 07, 2026 |
| Addison Advisors LLC | History | Added to | 98,046 | 5,174 | 1.14% | 1.09% | 252 | +713 | 0.73% | Q1 2026 | May 08, 2026 |
| Betterment LLC | History | Reduced | 96,067 | 5,070 | 0.01% | 0.01% | 253 | -1,453 | -1.49% | Q1 2026 | May 14, 2026 |
| Del-Sette Capital Management, LLC | History | Reduced | 95,714 | 5,051 | 3.02% | 3.48% | 254 | -17,292 | -15.3% | Q1 2026 | May 04, 2026 |
| Porter White Investment Advisors, Inc. | History | Reduced | 95,133 | 5,021 | 2.01% | 1.96% | 255 | -613 | -0.64% | Q1 2026 | May 12, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 94,184 | 4,970 | 1.25% | 1.28% | 256 | -6,426 | -6.39% | Q1 2026 | Apr 09, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 93,912 | 4,956 | 0.03% | 0.02% | 257 | -10,060 | -9.68% | Q1 2026 | Apr 29, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | Reduced | 93,817 | 4,951 | 3.91% | 3.74% | 258 | -1,878 | -1.96% | Q1 2026 | May 06, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 92,859 | 4,901 | 1.59% | 1.48% | 259 | +3,592 | 4.02% | Q1 2026 | May 01, 2026 |
| COMMERCE BANK | History | Added to | 92,758 | 4,895 | 0.02% | 0.0% | 260 | +86,737 | 1440.57% | Q1 2026 | May 11, 2026 |
| Burk Holdings LLC | History | Reduced | 92,183 | 4,865 | 2.09% | 2.21% | 261 | -538 | -0.58% | Q1 2026 | May 07, 2026 |
| FMR LLC | History | Added to | 91,474 | 4,827 | 0.0% | 0.0% | 262 | +14,009 | 18.08% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | Added to | 90,995 | 4,802 | 0.51% | 0.5% | 263 | +3,245 | 3.7% | Q1 2026 | Apr 29, 2026 |
| Verum Partners LLC | History | Reduced | 90,376 | 4,770 | 0.91% | 0.93% | 264 | -1,671 | -1.82% | Q1 2026 | Apr 15, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 85,567 | 4,721 | 1.01% | 0.7% | 265 | +24,177 | 39.38% | Q1 2026 | May 01, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Reduced | 89,431 | 4,720 | 0.99% | 0.99% | 266 | -31 | -0.03% | Q1 2026 | Apr 30, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Reduced | 89,425 | 4,719 | 3.72% | 3.66% | 267 | -3,499 | -3.77% | Q1 2026 | Apr 16, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 89,017 | 4,698 | 0.5% | 0.52% | 268 | -3,882 | -4.18% | Q1 2026 | Apr 14, 2026 |
| Platt Wealth Management LLC | History | Added to | 88,920 | 4,693 | 4.58% | 3.87% | 269 | +10,763 | 13.77% | Q1 2026 | May 01, 2026 |
| Winter & Associates, Inc. | History | Added to | 87,099 | 4,656 | 4.08% | 3.0% | 270 | +22,047 | 33.89% | Q1 2026 | Apr 08, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 87,418 | 4,613 | 0.52% | 0.47% | 271 | +2 | 0.0% | Q1 2026 | May 04, 2026 |
| Navigate Wealth Management, LLC | History | New | 84,550 | 4,599 | 3.23% | — | 272 | +84,550 | New | Q1 2026 | Apr 27, 2026 |
| AWM CAPITAL, LLC | History | Added to | 85,050 | 4,488 | 0.41% | 0.37% | 273 | +2,400 | 2.9% | Q1 2026 | May 12, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 83,490 | 4,406 | 1.89% | 1.79% | 274 | -772 | -0.92% | Q1 2026 | May 15, 2026 |
| TruNorth Capital Management, LLC | History | Reduced | 83,388 | 4,401 | 0.84% | 0.79% | 275 | -185 | -0.22% | Q1 2026 | Apr 22, 2026 |
| City State Bank | History | Added to | 83,370 | 4,400 | 1.14% | 1.05% | 276 | +6,631 | 8.64% | Q1 2026 | Apr 20, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 82,591 | 4,359 | 1.77% | 0.78% | 277 | +46,986 | 131.96% | Q1 2026 | Apr 30, 2026 |
| Journey Beyond Wealth, LLC | History | Reduced | 82,459 | 4,352 | 3.74% | 3.55% | 278 | -7,111 | -7.94% | Q1 2026 | Apr 28, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 82,386 | 4,348 | 0.03% | 0.04% | 279 | -6,574 | -7.39% | Q1 2026 | May 01, 2026 |
| NewEdge Wealth, LLC | History | New | 81,806 | 4,317 | 0.05% | — | 280 | +81,806 | New | Q1 2026 | May 13, 2026 |
| FMB WEALTH MANAGEMENT | History | Reduced | 81,147 | 4,282 | 1.77% | 1.63% | 281 | -1,429 | -1.73% | Q1 2026 | Apr 15, 2026 |
| Herold Advisors, Inc. | History | Added to | 80,163 | 4,230 | 0.93% | 0.78% | 282 | +9,937 | 14.15% | Q1 2026 | May 14, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 79,972 | 4,220 | 0.03% | 0.03% | 283 | -421 | -0.52% | Q1 2026 | May 05, 2026 |
| Opus Financial Solutions LLC | History | Added to | 78,964 | 4,167 | 3.93% | 3.2% | 284 | +11,104 | 16.36% | Q1 2026 | May 08, 2026 |
| AG Asset Advisory, LLC | History | Added to | 78,697 | 4,153 | 3.44% | 3.05% | 285 | +7,390 | 10.36% | Q1 2026 | Apr 29, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 78,123 | 4,123 | 0.48% | 0.42% | 286 | +5,449 | 7.5% | Q1 2026 | May 06, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 77,636 | 4,097 | 1.84% | 1.78% | 287 | -361 | -0.46% | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Added to | 77,200 | 4,074 | 0.46% | 0.42% | 288 | +1,751 | 2.32% | Q1 2026 | May 05, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 77,113 | 4,070 | 1.35% | 1.93% | 289 | +143 | 0.19% | Q1 2026 | Apr 20, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 77,059 | 4,067 | 0.0% | 0.0% | 290 | +7,406 | 10.63% | Q1 2026 | May 15, 2026 |
| LexAurum Advisors, LLC | History | New | 76,368 | 4,030 | 0.52% | — | 292 | +76,368 | New | Q1 2026 | Apr 13, 2026 |
| Beckerman Institutional, LLC | History | Added to | 76,368 | 4,030 | 2.14% | 2.01% | 291 | +4,657 | 6.49% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Added to | 75,232 | 3,970 | 0.05% | 0.04% | 293 | +12,672 | 20.26% | Q1 2026 | May 15, 2026 |
| Symmetry Partners, LLC | History | Reduced | 74,192 | 3,915 | 0.22% | 0.22% | 294 | -1,885 | -2.48% | Q1 2026 | Apr 27, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Added to | 74,105 | 3,911 | 3.51% | 3.22% | 295 | +5,312 | 7.72% | Q1 2026 | Apr 28, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 73,932 | 3,902 | 1.32% | 1.56% | 296 | -33,538 | -31.21% | Q1 2026 | Apr 08, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 73,813 | 3,895 | 2.28% | 2.22% | 297 | -51 | -0.07% | Q1 2026 | May 07, 2026 |
| FineMark National Bank & Trust | History | No change | 76,467 | 3,815 | 0.12% | 0.12% | 298 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 71,122 | 3,753 | 0.08% | 0.07% | 299 | -283 | -0.4% | Q1 2026 | Apr 15, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 71,058 | 3,750 | 0.41% | 0.45% | 300 | -9,011 | -11.25% | Q1 2026 | May 11, 2026 |