Dimensional ETF Trust - DFLV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Savant Capital, LLC | History | Added to | 20,622,687 | 736,436 | 3.56% | 3.4% | 1 | +3,125,297 | 17.86% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Added to | 6,770,021 | 241,610 | 0.35% | 0.22% | 2 | +802,643 | 13.45% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 4,591,120 | 163,948 | 2.02% | 1.96% | 3 | +150,519 | 3.39% | Q1 2026 | May 08, 2026 |
| Foster Group, Inc. | History | Reduced | 4,059,266 | 144,956 | 4.31% | 4.28% | 4 | -83,851 | -2.02% | Q1 2026 | Apr 13, 2026 |
| Cetera Investment Advisers | History | Added to | 3,667,210 | 130,956 | 0.14% | 0.09% | 5 | +1,345,977 | 57.99% | Q1 2026 | May 13, 2026 |
| Truepoint, Inc. | History | Added to | 3,585,713 | 128,045 | 2.86% | 2.63% | 6 | +175,345 | 5.14% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Added to | 3,143,873 | 112,267 | 5.19% | 4.8% | 7 | +399,663 | 14.56% | Q1 2026 | Apr 24, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 2,995,202 | 106,958 | 10.95% | 11.09% | 8 | +37,443 | 1.27% | Q1 2026 | Apr 30, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 2,793,707 | 99,763 | 0.49% | 0.56% | 9 | -333,165 | -10.65% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 2,553,519 | 91,186 | 0.36% | 0.34% | 10 | -5,639 | -0.22% | Q1 2026 | May 11, 2026 |
| Vise Technologies, Inc. | History | No change | 2,580,784 | 88,288 | 1.73% | 1.73% | 11 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 2,408,269 | 85,999 | 6.78% | 6.19% | 12 | +207,037 | 9.41% | Q1 2026 | May 01, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 2,191,034 | 78,241 | 0.41% | 0.5% | 13 | +115,795 | 5.58% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 2,166,874 | 77,379 | 0.11% | 0.09% | 14 | +406,269 | 23.08% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,161,041 | 77,170 | 0.08% | 0.08% | 15 | -1,693 | -0.08% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 1,808,994 | 64,599 | 0.02% | 0.01% | 16 | +220,886 | 13.91% | Q1 2026 | May 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 1,804,410 | 64,435 | 6.94% | 6.76% | 17 | -10,986 | -0.61% | Q1 2026 | Apr 08, 2026 |
| Apella Capital, LLC | History | Added to | 1,464,732 | 54,707 | 0.81% | 0.89% | 18 | +145,829 | 11.06% | Q1 2026 | Apr 20, 2026 |
| Quent Capital, LLC | History | Added to | 1,475,653 | 52,695 | 3.74% | 3.27% | 19 | +149,458 | 11.27% | Q1 2026 | Apr 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,463,782 | 52,271 | 0.02% | 0.02% | 20 | +89,902 | 6.54% | Q1 2026 | May 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 1,411,955 | 50,420 | 3.66% | 3.23% | 21 | -52,891 | -3.61% | Q1 2026 | Apr 16, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 1,368,350 | 48,863 | 2.2% | 1.94% | 22 | +162,614 | 13.49% | Q1 2026 | May 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 1,326,979 | 47,386 | 1.47% | 1.02% | 23 | +381,073 | 40.29% | Q1 2026 | Apr 27, 2026 |
| MATHER GROUP, LLC. | History | Added to | 1,244,911 | 44,455 | 0.44% | 0.42% | 24 | +64,884 | 5.5% | Q1 2026 | Apr 13, 2026 |
| Premier Financial Group | History | Added to | 1,138,949 | 40,882 | 6.96% | 10.18% | 25 | +3,124 | 0.28% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Added to | 1,136,931 | 40,599 | 0.11% | 0.09% | 26 | +168,537 | 17.4% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 1,135,924 | 40,563 | 0.05% | 0.04% | 27 | +193,410 | 20.52% | Q1 2026 | May 13, 2026 |
| Destiny Wealth Partners, LLC | History | Reduced | 1,014,935 | 36,243 | 3.96% | 4.24% | 28 | -20,699 | -2.0% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 958,442 | 34,225 | 0.0% | 0.0% | 29 | -7,624 | -0.79% | Q1 2026 | May 15, 2026 |
| Team Hewins, LLC | History | Added to | 944,372 | 33,723 | 10.02% | 10.09% | 30 | +29,135 | 3.18% | Q1 2026 | Apr 30, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 913,706 | 33,615 | 7.82% | 7.76% | 31 | +20,223 | 2.26% | Q1 2026 | Apr 10, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 936,769 | 33,452 | 0.33% | 0.31% | 32 | +1,188 | 0.13% | Q1 2026 | May 08, 2026 |
| Lakeshore Financial Planning, Inc. | History | Added to | 931,589 | 33,267 | 12.06% | 6.31% | 33 | +415,211 | 80.41% | Q1 2026 | May 07, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 916,445 | 32,726 | 2.69% | 2.19% | 34 | +148,308 | 19.31% | Q1 2026 | May 06, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 908,182 | 32,431 | 8.6% | 8.71% | 35 | -25,864 | -2.77% | Q1 2026 | May 05, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 906,845 | 32,383 | 1.43% | 1.38% | 36 | +9,169 | 1.02% | Q1 2026 | Apr 09, 2026 |
| Tumwater Wealth Management, LLC | History | Added to | 894,899 | 31,956 | 12.85% | 12.43% | 37 | +3,413 | 0.38% | Q1 2026 | Apr 20, 2026 |
| Waterloo Capital, L.P. | History | New | 843,190 | 30,110 | 2.11% | — | 38 | +843,190 | New | Q1 2026 | May 12, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 838,061 | 29,927 | 1.33% | 0.55% | 39 | +457,813 | 120.4% | Q1 2026 | May 11, 2026 |
| WPWealth LLP | History | Reduced | 825,675 | 29,484 | 4.51% | 4.75% | 40 | -61,055 | -6.89% | Q1 2026 | May 11, 2026 |
| Betterment LLC | History | Added to | 811,170 | 28,967 | 0.05% | 0.05% | 41 | +70,492 | 9.52% | Q1 2026 | May 14, 2026 |
| ACORN CREEK CAPITAL LLC | History | Reduced | 791,358 | 28,259 | 10.09% | 9.75% | 42 | -1,820 | -0.23% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 784,607 | 28,018 | 0.01% | 0.01% | 43 | +82,096 | 11.69% | Q1 2026 | May 14, 2026 |
| Fort Vancouver Investment Management, LLC | History | Added to | 781,835 | 27,919 | 14.18% | 13.58% | 44 | +39,203 | 5.28% | Q1 2026 | May 15, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 781,347 | 27,901 | 8.37% | 8.05% | 45 | +16,812 | 2.2% | Q1 2026 | Apr 29, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 762,244 | 27,219 | 2.39% | 2.03% | 46 | +82,618 | 12.16% | Q1 2026 | May 12, 2026 |
| Wealth Architects, LLC | History | Added to | 696,762 | 24,881 | 2.22% | 2.04% | 47 | +35,363 | 5.35% | Q1 2026 | May 15, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 691,191 | 24,682 | 3.44% | 2.9% | 48 | +91,213 | 15.2% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 686,190 | 24,606 | 0.05% | 0.06% | 49 | -519,506 | -43.09% | Q1 2026 | Apr 08, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 669,753 | 23,913 | 3.17% | 2.71% | 50 | +160,954 | 31.63% | Q1 2026 | Apr 08, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Added to | 667,183 | 23,825 | 15.8% | 14.59% | 51 | +34,548 | 5.46% | Q1 2026 | May 04, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 617,575 | 22,053 | 3.97% | 3.84% | 52 | +18,880 | 3.15% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 615,545 | 21,981 | 0.01% | 0.0% | 53 | +445,560 | 262.12% | Q1 2026 | May 04, 2026 |
| Evanson Asset Management, LLC | History | Added to | 601,058 | 21,463 | 1.15% | 0.97% | 54 | +73,112 | 13.85% | Q1 2026 | Apr 08, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 599,600 | 21,411 | 5.2% | 4.87% | 55 | +4,962 | 0.83% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 581,934 | 20,780 | 0.01% | 0.01% | 56 | +10,818 | 1.89% | Q1 2026 | May 12, 2026 |
| West Financial Advisors, LLC | History | New | 571,794 | 20,418 | 3.47% | — | 57 | +571,794 | New | Q1 2026 | Apr 08, 2026 |
| Compass Advisory Group LLC | History | New | 554,370 | 19,796 | 5.3% | — | 58 | +554,370 | New | Q1 2026 | Apr 21, 2026 |
| VeraBank, N.A. | History | Added to | 554,098 | 19,786 | 3.62% | 3.36% | 59 | +13,382 | 2.47% | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 532,232 | 19,006 | 0.17% | 0.0% | 60 | +531,505 | 73109.35% | Q1 2026 | May 06, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 462,490 | 16,515 | 4.7% | 4.14% | 61 | +30,173 | 6.98% | Q1 2026 | Apr 07, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 441,756 | 15,775 | 0.03% | 0.03% | 62 | -3,730 | -0.84% | Q1 2026 | May 14, 2026 |
| Austin Asset Management Co Inc | History | Added to | 432,188 | 15,433 | 2.54% | 2.42% | 63 | +2,105 | 0.49% | Q1 2026 | Apr 29, 2026 |
| SACHEM HILL LLC | History | Added to | 427,260 | 15,257 | 2.96% | 2.7% | 64 | +21,067 | 5.19% | Q1 2026 | May 13, 2026 |
| Foundry Financial LLC | History | Added to | 426,999 | 15,248 | 6.46% | 5.12% | 65 | +142,326 | 50.0% | Q1 2026 | Apr 21, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Reduced | 422,016 | 15,069 | 3.79% | 3.75% | 66 | -8,791 | -2.04% | Q1 2026 | Apr 09, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 423,583 | 14,850 | 0.0% | 0.0% | 67 | -49,285 | -10.42% | Q1 2026 | May 13, 2026 |
| Disciplined Investments, LLC | History | Added to | 397,623 | 14,199 | 5.1% | 4.61% | 68 | +46,759 | 13.33% | Q1 2026 | May 12, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 373,652 | 13,959 | 0.31% | 0.34% | 69 | -17,695 | -4.52% | Q1 2026 | May 04, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 382,353 | 13,657 | 1.71% | 1.71% | 70 | -4,457 | -1.15% | Q1 2026 | May 12, 2026 |
| BOS Asset Management, LLC | History | Added to | 381,397 | 13,619 | 3.48% | 3.42% | 71 | +7,898 | 2.11% | Q1 2026 | Apr 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 380,318 | 13,581 | 0.02% | 0.0% | 72 | +373,031 | 5119.13% | Q1 2026 | May 15, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 380,080 | 13,572 | 3.73% | 3.65% | 73 | +6,543 | 1.75% | Q1 2026 | May 13, 2026 |
| Advisory Alpha, LLC | History | Reduced | 372,399 | 13,298 | 0.36% | 0.36% | 74 | -10,386 | -2.71% | Q1 2026 | May 14, 2026 |
| Burk Holdings LLC | History | Added to | 367,119 | 13,109 | 5.62% | 5.54% | 75 | +27,553 | 8.11% | Q1 2026 | May 07, 2026 |
| Equita Financial Network, Inc. | History | Added to | 363,171 | 12,968 | 4.08% | 3.35% | 76 | +38,255 | 11.77% | Q1 2026 | Apr 23, 2026 |
| Allworth Financial LP | History | Added to | 356,345 | 12,725 | 0.05% | 0.05% | 77 | +15,581 | 4.57% | Q1 2026 | May 14, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 351,235 | 12,015 | 4.07% | 4.07% | 78 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| RFG Advisory, LLC | History | Added to | 331,896 | 11,852 | 0.22% | 0.21% | 79 | +7,395 | 2.28% | Q1 2026 | Apr 17, 2026 |
| McKinley Carter Wealth Services, Inc. | History | New | 312,637 | 11,164 | 0.64% | — | 80 | +312,637 | New | Q1 2026 | Apr 20, 2026 |
| Navigate Wealth Management, LLC | History | New | 291,137 | 10,868 | 7.63% | — | 81 | +291,137 | New | Q1 2026 | Apr 27, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 299,575 | 10,697 | 6.25% | 5.96% | 82 | +10,746 | 3.72% | Q1 2026 | May 07, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 295,228 | 10,542 | 1.0% | 0.87% | 83 | +36,130 | 13.94% | Q1 2026 | May 13, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 294,720 | 10,524 | 0.56% | 0.51% | 84 | +24,404 | 9.03% | Q1 2026 | Apr 27, 2026 |
| Prudent Man Investment Management, Inc. | History | Reduced | 304,881 | 10,429 | 3.51% | 3.51% | 85 | -248 | -0.08% | Q1 2026 | May 04, 2026 |
| Level Financial Advisors | History | Added to | 290,577 | 10,376 | 2.65% | 2.48% | 86 | +16,002 | 5.83% | Q1 2026 | Apr 10, 2026 |
| Focus Partners Wealth | History | Added to | 290,446 | 10,371 | 0.01% | 0.01% | 87 | +20,180 | 7.47% | Q1 2026 | May 14, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 286,884 | 10,244 | 2.71% | 2.46% | 88 | +12,134 | 4.42% | Q1 2026 | Apr 27, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 285,027 | 10,178 | 12.45% | 12.65% | 89 | -59,694 | -17.32% | Q1 2026 | May 05, 2026 |
| Gemmer Asset Management LLC | History | Added to | 284,823 | 10,171 | 0.8% | 0.71% | 90 | +15,430 | 5.73% | Q1 2026 | Apr 22, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 288,144 | 9,857 | 0.48% | 0.46% | 91 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Golden Bell Financial Planning LLC | History | Added to | 275,360 | 9,833 | 7.84% | 7.43% | 92 | +14,277 | 5.47% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 271,684 | 9,701 | 0.01% | 0.01% | 93 | +23,558 | 9.49% | Q1 2026 | Apr 27, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 260,194 | 9,291 | 2.39% | 2.1% | 94 | +26,424 | 11.3% | Q1 2026 | May 01, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 248,840 | 8,886 | 1.18% | 1.13% | 95 | +15,440 | 6.62% | Q1 2026 | Apr 13, 2026 |
| WJ Wealth Management, LLC | History | New | 238,609 | 8,520 | 3.99% | — | 96 | +238,609 | New | Q1 2026 | Apr 28, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 233,457 | 8,336 | 0.16% | 0.13% | 97 | +30,386 | 14.96% | Q1 2026 | May 12, 2026 |
| Longview Financial Advisors LLC | History | Added to | 229,013 | 8,178 | 4.44% | 4.19% | 98 | +7,073 | 3.19% | Q1 2026 | Apr 20, 2026 |
| VANCE WEALTH, LLC | History | Added to | 227,306 | 8,117 | 2.34% | 2.02% | 99 | +28,939 | 14.59% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 226,582 | 8,091 | 0.02% | 0.02% | 100 | +32,928 | 17.0% | Q1 2026 | May 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 238,540 | 8,047 | 0.08% | 0.09% | 101 | +27,608 | 13.09% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 225,065 | 8,037 | 0.06% | 0.05% | 102 | +34,150 | 17.89% | Q1 2026 | May 15, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 222,848 | 7,957 | 4.77% | 4.34% | 103 | +21,235 | 10.53% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 221,072 | 7,894 | 0.02% | 0.0% | 104 | +165,926 | 300.88% | Q1 2026 | Apr 30, 2026 |
| SB Capital Management Inc | History | No change | 224,042 | 7,664 | 2.81% | 2.81% | 105 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 213,633 | 7,628 | 0.01% | 0.01% | 106 | +11,718 | 5.8% | Q1 2026 | May 15, 2026 |
| Cordant, Inc. | History | Added to | 209,434 | 7,478 | 3.04% | 2.53% | 107 | +33,370 | 18.95% | Q1 2026 | Apr 13, 2026 |
| BFSG, LLC | History | Added to | 202,145 | 7,218 | 0.68% | 0.55% | 108 | +35,630 | 21.4% | Q1 2026 | Apr 28, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 201,543 | 7,197 | 0.04% | 0.05% | 109 | -54,592 | -21.31% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 192,204 | 6,863 | 0.01% | 0.01% | 110 | +266 | 0.14% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 176,867 | 6,315 | 0.08% | 0.07% | 111 | -41 | -0.02% | Q1 2026 | May 06, 2026 |
| Johnson Wealth Management, LLC | History | Added to | 174,681 | 6,237 | 3.01% | 2.71% | 112 | +15,196 | 9.53% | Q1 2026 | Apr 23, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 174,594 | 6,234 | 1.12% | 1.06% | 113 | +4,765 | 2.81% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 169,301 | 6,046 | 0.05% | 0.05% | 114 | -13,863 | -7.57% | Q1 2026 | Apr 07, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 168,898 | 6,031 | 0.89% | 1.14% | 115 | -48,752 | -22.4% | Q1 2026 | Apr 16, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 165,869 | 5,920 | 2.78% | 2.2% | 116 | +44,553 | 36.72% | Q1 2026 | Apr 14, 2026 |
| LRI Investments, LLC | History | Reduced | 164,233 | 5,864 | 0.52% | 0.48% | 117 | -11,091 | -6.33% | Q1 2026 | Apr 30, 2026 |
| Blue Trust, Inc. | History | Added to | 163,877 | 5,852 | 0.07% | 0.06% | 118 | +9,692 | 6.29% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 163,392 | 5,847 | 0.06% | 0.06% | 119 | +3,761 | 2.36% | Q1 2026 | Apr 07, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Added to | 161,810 | 5,778 | 1.96% | 1.76% | 120 | +19,000 | 13.3% | Q1 2026 | Apr 23, 2026 |
| Elser Financial Planning, Inc | History | New | 160,572 | 5,725 | 0.28% | — | 121 | +160,572 | New | Q1 2026 | Apr 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 158,201 | 5,649 | 0.18% | 0.19% | 122 | -11,245 | -6.64% | Q1 2026 | May 15, 2026 |
| Redwood Park Advisors LLC | History | Added to | 154,716 | 5,524 | 3.68% | 3.53% | 123 | +2,776 | 1.83% | Q1 2026 | May 04, 2026 |
| GEM Asset Management, LLC | History | Added to | 154,425 | 5,514 | 2.43% | 2.02% | 124 | +24,598 | 18.95% | Q1 2026 | Apr 10, 2026 |
| BIP Wealth, LLC | History | Added to | 153,699 | 5,488 | 0.22% | 0.16% | 125 | +24,043 | 18.54% | Q1 2026 | Apr 27, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 149,453 | 5,336 | 2.88% | 2.8% | 126 | +5,094 | 3.53% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 147,534 | 5,269 | 0.0% | 0.0% | 127 | +124,608 | 543.52% | Q1 2026 | May 15, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 141,654 | 5,058 | 3.19% | 2.69% | 128 | +26,470 | 22.98% | Q1 2026 | May 11, 2026 |
| Vawter Financial, Ltd. | History | Added to | 139,619 | 4,985 | 2.1% | 2.01% | 129 | +395 | 0.28% | Q1 2026 | May 15, 2026 |
| First Financial Group Corp | History | Added to | 136,991 | 4,891 | 3.99% | 3.64% | 130 | +11,885 | 9.5% | Q1 2026 | Apr 22, 2026 |
| McCartney Wealth Management LLC | History | Added to | 135,922 | 4,853 | 4.09% | 3.94% | 131 | +2,516 | 1.89% | Q1 2026 | May 11, 2026 |
| American Investment Services, Inc. | History | Added to | 130,052 | 4,644 | 1.04% | 0.88% | 132 | +18,752 | 16.85% | Q1 2026 | May 13, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 128,656 | 4,594 | 1.19% | 1.09% | 133 | +5,542 | 4.5% | Q1 2026 | Apr 15, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 127,214 | 4,542 | 2.09% | 2.17% | 134 | +2,125 | 1.7% | Q1 2026 | Apr 16, 2026 |
| Private Advisor Group, LLC | History | Added to | 126,404 | 4,513 | 0.02% | 0.02% | 135 | +19,825 | 18.6% | Q1 2026 | Apr 24, 2026 |
| Plancorp, LLC | History | Added to | 122,759 | 4,508 | 0.13% | 0.13% | 136 | +733 | 0.6% | Q1 2026 | Apr 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 123,350 | 4,404 | 0.09% | 0.08% | 137 | +328 | 0.27% | Q1 2026 | Apr 15, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 122,262 | 4,365 | 1.52% | 1.56% | 138 | +6,987 | 6.06% | Q1 2026 | Apr 24, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 119,468 | 4,266 | 1.45% | 1.04% | 139 | +32,834 | 37.9% | Q1 2026 | Apr 17, 2026 |
| Francis Financial, Inc. | History | Reduced | 117,957 | 4,212 | 0.78% | 2.42% | 140 | -244,547 | -67.46% | Q1 2026 | May 07, 2026 |
| Composition Wealth, LLC | History | Reduced | 117,677 | 4,202 | 0.06% | 0.1% | 141 | -92,861 | -44.11% | Q1 2026 | Apr 08, 2026 |
| COMMERCE BANK | History | New | 117,518 | 4,196 | 0.02% | — | 142 | +117,518 | New | Q1 2026 | May 11, 2026 |
| BDFS Capital LLC | History | Added to | 115,841 | 4,136 | 1.99% | 1.9% | 143 | +5,976 | 5.44% | Q1 2026 | Apr 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 113,320 | 4,046 | 1.4% | 1.21% | 144 | +14,604 | 14.79% | Q1 2026 | Apr 23, 2026 |
| CLG LLC | History | Added to | 112,713 | 4,024 | 1.0% | 0.89% | 145 | +8,533 | 8.19% | Q1 2026 | May 14, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 111,469 | 3,980 | 2.15% | 1.94% | 146 | +6,943 | 6.64% | Q1 2026 | May 12, 2026 |
| FineMark National Bank & Trust | History | No change | 115,034 | 3,935 | 0.12% | 0.12% | 147 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 110,100 | 3,931 | 0.12% | 0.07% | 148 | +53,677 | 95.13% | Q1 2026 | May 07, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 109,128 | 3,896 | 0.88% | 0.82% | 149 | +4,120 | 3.92% | Q1 2026 | Apr 02, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 107,489 | 3,838 | 0.2% | 0.2% | 150 | -3,332 | -3.01% | Q1 2026 | Apr 13, 2026 |
| DBK Financial Counsel, LLC | History | No change | 111,639 | 3,819 | 2.93% | 2.93% | 151 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sage Mountain Advisors LLC | History | New | 106,502 | 3,803 | 0.27% | — | 152 | +106,502 | New | Q1 2026 | May 11, 2026 |
| PKS Advisory Services, LLC | History | Added to | 104,639 | 3,736 | 0.87% | 0.66% | 153 | +20,301 | 24.07% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 103,757 | 3,705 | 0.01% | 0.0% | 154 | +53,535 | 106.6% | Q1 2026 | May 15, 2026 |
| Summit Wealth Group, LLC | History | Added to | 102,082 | 3,645 | 0.84% | 0.8% | 155 | +2,355 | 2.36% | Q1 2026 | May 04, 2026 |
| Arax Advisory Partners | History | Reduced | 101,611 | 3,628 | 0.1% | 0.11% | 156 | -12,754 | -11.15% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 99,457 | 3,551 | 0.0% | 0.0% | 157 | +26,840 | 36.96% | Q1 2026 | May 15, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 95,282 | 3,542 | 0.24% | 0.24% | 158 | -2,440 | -2.5% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 98,726 | 3,525 | 0.07% | 0.07% | 159 | -3,678 | -3.59% | Q1 2026 | Apr 14, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | Added to | 98,242 | 3,508 | 3.12% | 2.5% | 160 | +20,252 | 25.97% | Q1 2026 | May 12, 2026 |
| Compass Financial Group, Inc. | History | Added to | 96,871 | 3,459 | 1.56% | 1.34% | 161 | +8,226 | 9.28% | Q1 2026 | May 05, 2026 |
| Envision Financial Planning, LLC | History | Added to | 95,430 | 3,407 | 1.23% | 1.22% | 162 | +1,005 | 1.06% | Q1 2026 | May 15, 2026 |
| Strategent Financial, LLC | History | Added to | 94,883 | 3,388 | 2.3% | 2.05% | 163 | +346 | 0.37% | Q1 2026 | Apr 20, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 93,620 | 3,343 | 0.73% | 0.32% | 164 | +50,595 | 117.59% | Q1 2026 | May 11, 2026 |
| Apeiron RIA LLC | History | Added to | 91,678 | 3,273 | 0.76% | 0.65% | 165 | +3,497 | 3.97% | Q1 2026 | Apr 27, 2026 |
| Vantage Point Financial LLC | History | Reduced | 85,625 | 3,057 | 1.07% | 1.09% | 166 | -3,848 | -4.3% | Q1 2026 | May 01, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 84,402 | 3,014 | 1.29% | 1.24% | 167 | -882 | -1.03% | Q1 2026 | May 15, 2026 |
| McGrath & Associates, Inc. | History | Added to | 51,589 | 3,011 | 4.43% | 0.89% | 168 | +33,208 | 180.66% | Q1 2026 | Apr 10, 2026 |
| City State Bank | History | Added to | 84,176 | 3,005 | 0.78% | 0.65% | 169 | +14,670 | 21.11% | Q1 2026 | Apr 20, 2026 |
| Quadrature Capital Ltd | History | New | 80,371 | 2,870 | 0.03% | — | 170 | +80,371 | New | Q1 2026 | May 15, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 77,770 | 2,777 | 0.83% | 0.9% | 171 | -8,389 | -9.74% | Q1 2026 | Apr 28, 2026 |
| Financial Harvest, LLC | History | Added to | 76,600 | 2,735 | 1.61% | 1.34% | 172 | +13,116 | 20.66% | Q1 2026 | May 05, 2026 |
| Factor Wealth Management LTD | History | Added to | 76,318 | 2,725 | 0.51% | 0.55% | 173 | +2,202 | 2.97% | Q1 2026 | Apr 20, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 75,389 | 2,692 | 0.65% | 0.61% | 174 | +909 | 1.22% | Q1 2026 | May 01, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 74,900 | 2,674 | 0.0% | — | 175 | +74,900 | New | Q1 2026 | May 14, 2026 |
| E6 Portfolios, LLC | History | Added to | 72,973 | 2,605 | 2.72% | 2.61% | 176 | +6,362 | 9.55% | Q1 2026 | May 12, 2026 |
| Vannoy Advisory Group, Inc. | History | Reduced | 71,395 | 2,549 | 1.61% | 1.59% | 177 | -2,077 | -2.83% | Q1 2026 | Apr 22, 2026 |
| Merit Financial Group, LLC | History | Added to | 69,520 | 2,482 | 0.02% | 0.02% | 178 | +1,927 | 2.85% | Q1 2026 | Apr 15, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 68,994 | 2,463 | 0.1% | 0.08% | 179 | +15,565 | 29.13% | Q1 2026 | Apr 29, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 66,711 | 2,382 | 0.01% | 0.01% | 180 | +5,451 | 8.9% | Q1 2026 | May 05, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 66,575 | 2,377 | 0.95% | 0.93% | 181 | +389 | 0.59% | Q1 2026 | May 12, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Reduced | 65,798 | 2,349 | 0.51% | 0.52% | 182 | -3,940 | -5.65% | Q1 2026 | Apr 14, 2026 |
| Essex Financial Services, Inc. | History | Added to | 65,124 | 2,325 | 0.13% | 0.12% | 183 | +2,275 | 3.62% | Q1 2026 | Apr 24, 2026 |
| Wolfstich Capital, LLC | History | Reduced | 64,856 | 2,273 | 1.99% | 5.75% | 184 | -117,505 | -64.44% | Q1 2026 | Apr 21, 2026 |
| Integras Partners LLC | History | New | 63,541 | 2,269 | 1.49% | — | 185 | +63,541 | New | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 63,619 | 2,268 | 0.01% | 0.01% | 186 | -53,173 | -45.53% | Q1 2026 | May 13, 2026 |
| Wilkerson Advisory Group LLC | History | New | 63,463 | 2,266 | 0.78% | — | 187 | +63,463 | New | Q1 2026 | May 08, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 62,730 | 2,240 | 0.17% | 0.11% | 188 | +24,080 | 62.3% | Q1 2026 | Apr 22, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Added to | 62,659 | 2,237 | 0.31% | 0.03% | 189 | +56,251 | 877.82% | Q1 2026 | Apr 24, 2026 |
| Total Wealth Planning, LLC | History | No change | 64,589 | 2,209 | 4.73% | 4.73% | 190 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Added to | 61,598 | 2,199 | 1.78% | 1.63% | 191 | +4,201 | 7.32% | Q1 2026 | May 05, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 59,009 | 2,107 | 1.25% | 1.04% | 192 | +12,525 | 26.94% | Q1 2026 | May 12, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 58,239 | 2,079 | 0.31% | 0.23% | 193 | +14,039 | 31.76% | Q1 2026 | Apr 22, 2026 |
| GEN Financial Management, INC. | History | Reduced | 57,763 | 2,062 | 1.28% | 1.25% | 194 | -76 | -0.13% | Q1 2026 | Apr 16, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 57,584 | 2,056 | 0.3% | 0.31% | 195 | -3,125 | -5.15% | Q1 2026 | May 05, 2026 |
| Drucker Wealth 3.0, LLC | History | Reduced | 57,088 | 2,038 | 0.36% | 0.37% | 196 | -4,018 | -6.58% | Q1 2026 | Apr 23, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 54,322 | 1,939 | 0.35% | 0.34% | 197 | -771 | -1.4% | Q1 2026 | May 06, 2026 |
| Berger Financial Group, Inc | History | Reduced | 49,697 | 1,774 | 0.1% | 0.1% | 198 | -1,979 | -3.83% | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 51,818 | 1,772 | 0.01% | 0.01% | 199 | -3,692 | -6.65% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 49,472 | 1,766 | 0.03% | 0.01% | 200 | +38,026 | 332.22% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 48,601 | 1,735 | 0.01% | 0.01% | 201 | +727 | 1.52% | Q1 2026 | Apr 30, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 48,120 | 1,718 | 0.57% | 0.82% | 202 | +177 | 0.37% | Q1 2026 | Apr 20, 2026 |
| Zhang Financial LLC | History | Reduced | 46,973 | 1,677 | 0.06% | 0.06% | 203 | -1,258 | -2.61% | Q1 2026 | May 06, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 46,515 | 1,661 | 0.22% | 0.21% | 204 | +1,774 | 3.97% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 45,305 | 1,617 | 0.02% | — | 205 | +45,305 | New | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 43,354 | 1,548 | 0.0% | 0.0% | 206 | -143 | -0.33% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 42,496 | 1,517 | 0.0% | 0.0% | 207 | +29,005 | 215.0% | Q1 2026 | May 15, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 42,362 | 1,512 | 0.7% | 0.79% | 208 | -8,243 | -16.29% | Q1 2026 | Apr 22, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 42,299 | 1,510 | 0.5% | 0.48% | 209 | +2,306 | 5.77% | Q1 2026 | May 11, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 41,324 | 1,475 | 0.31% | 0.3% | 210 | +626 | 1.54% | Q1 2026 | Apr 10, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Added to | 39,849 | 1,423 | 1.36% | 1.2% | 211 | +4,271 | 12.0% | Q1 2026 | Apr 21, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Reduced | 36,206 | 1,292 | 0.12% | 0.12% | 212 | -436 | -1.19% | Q1 2026 | Apr 23, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 34,881 | 1,245 | 0.03% | 0.04% | 213 | -3,801 | -9.83% | Q1 2026 | May 11, 2026 |
| Disciplined Equity Management, Inc. | History | No change | 33,950 | 1,212 | 0.61% | 0.6% | 214 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| COWA, LLC | History | Reduced | 33,588 | 1,199 | 0.32% | 0.35% | 215 | -69 | -0.21% | Q1 2026 | May 14, 2026 |
| Bridgewater Advisors Inc. | History | No change | 30,630 | 1,172 | 0.07% | 0.07% | 216 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CURIO WEALTH, LLC | History | Added to | 32,773 | 1,170 | 0.4% | 0.25% | 217 | +12,395 | 60.83% | Q1 2026 | May 11, 2026 |
| Emprise Bank | History | Reduced | 32,248 | 1,151 | 0.46% | 0.48% | 218 | -1,547 | -4.58% | Q1 2026 | Apr 20, 2026 |
| Formidable Asset Management, LLC | History | Added to | 33,605 | 1,149 | 0.18% | 0.16% | 219 | +997 | 3.06% | Q1 2026 | Apr 22, 2026 |
| Aegis Wealth Management LLC | History | Added to | 32,027 | 1,143 | 0.65% | 0.55% | 220 | +3,519 | 12.34% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 31,619 | 1,129 | 0.0% | 0.0% | 221 | +11,619 | 58.1% | Q1 2026 | May 15, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 31,284 | 1,117 | 0.4% | 0.36% | 222 | +1,660 | 5.6% | Q1 2026 | Apr 22, 2026 |
| Spire Wealth Management | History | Added to | 31,054 | 1,108 | 0.04% | 0.03% | 223 | +5,911 | 23.51% | Q1 2026 | Apr 22, 2026 |
| Oceanside Advisors LLC | History | Added to | 30,235 | 1,079 | 0.62% | 0.56% | 224 | +3,319 | 12.33% | Q1 2026 | Apr 28, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 28,930 | 1,033 | 0.25% | 0.29% | 225 | +64 | 0.22% | Q1 2026 | Apr 13, 2026 |
| LifeSteps Financial, Inc. | History | New | 28,439 | 1,015 | 0.64% | — | 226 | +28,439 | New | Q1 2026 | Apr 22, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 28,375 | 1,013 | 0.3% | 0.28% | 227 | +1,256 | 4.63% | Q1 2026 | May 06, 2026 |
| Fortis Capital Management LLC | History | Added to | 28,052 | 1,001 | 0.1% | 0.03% | 228 | +21,183 | 308.39% | Q1 2026 | May 11, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 27,429 | 979 | 0.9% | 0.84% | 229 | +525 | 1.95% | Q1 2026 | Apr 08, 2026 |
| IFP Advisors, Inc | History | No change | 27,258 | 973 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 27,034 | 965 | 0.08% | 0.08% | 231 | -1,824 | -6.32% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 26,459 | 944 | 0.0% | 0.0% | 232 | +11,248 | 73.95% | Q1 2026 | May 15, 2026 |
| Financially in Tune, LLC | History | Added to | 26,327 | 940 | 0.81% | 0.84% | 233 | +28 | 0.11% | Q1 2026 | Apr 22, 2026 |
| CHOREO, LLC | History | Reduced | 25,760 | 919 | 0.01% | 0.01% | 234 | -651 | -2.46% | Q1 2026 | May 12, 2026 |
| Seneschal Advisors, LLC | History | Added to | 25,031 | 893 | 0.66% | 0.56% | 235 | +2,654 | 11.86% | Q1 2026 | May 08, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 24,418 | 871 | 0.05% | 0.04% | 236 | +352 | 1.46% | Q1 2026 | May 14, 2026 |
| Oder Investment Management, LLC | History | Added to | 23,709 | 846 | 0.65% | 0.39% | 237 | +7,966 | 50.6% | Q1 2026 | May 05, 2026 |
| Vistica Wealth Advisors, LLC | History | Reduced | 23,036 | 822 | 0.82% | 1.16% | 238 | -10,945 | -32.21% | Q1 2026 | Apr 23, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 22,649 | 808 | 0.67% | 0.67% | 239 | +4 | 0.02% | Q1 2026 | Apr 14, 2026 |
| Fortitude Family Office, LLC | History | No change | 22,512 | 803 | 0.18% | 0.18% | 240 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Long Island Wealth Management, Inc. | History | Added to | 22,146 | 790 | 0.37% | 0.12% | 241 | +14,619 | 194.22% | Q1 2026 | Apr 21, 2026 |
| Forum Finance Group S.A. | History | New | 26,751 | 770 | 0.42% | — | 242 | +26,751 | New | Q1 2026 | May 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 21,531 | 768 | 0.02% | 0.01% | 243 | +1,303 | 6.44% | Q1 2026 | May 15, 2026 |
| Ocean Park Asset Management, LLC | History | New | 21,300 | 760 | 0.04% | — | 244 | +21,300 | New | Q1 2026 | Apr 16, 2026 |
| Baird Financial Group, Inc. | History | Added to | 20,702 | 739 | 0.0% | 0.0% | 245 | +12,935 | 166.54% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 20,573 | 734 | 0.0% | 0.0% | 246 | -41,471 | -66.84% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 20,513 | 732 | 0.01% | 0.01% | 247 | -165 | -0.8% | Q1 2026 | Apr 10, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 20,076 | 716 | 0.06% | 0.05% | 248 | +49 | 0.24% | Q1 2026 | Apr 06, 2026 |
| Ponta Wealth Partners, LLC | History | Reduced | 19,807 | 707 | 0.57% | 0.92% | 250 | -9,091 | -31.46% | Q1 2026 | May 11, 2026 |
| Momentous Wealth Management, Inc. | History | Reduced | 19,807 | 707 | 0.4% | 0.49% | 249 | -5,312 | -21.15% | Q1 2026 | May 11, 2026 |
| Pacific Asset Management, LLC | History | Added to | 19,753 | 705 | 0.39% | 0.35% | 251 | +2,506 | 14.53% | Q1 2026 | May 01, 2026 |
| Tyche Wealth Partners LLC | History | New | 19,316 | 689 | 0.11% | — | 252 | +19,316 | New | Q1 2026 | May 06, 2026 |
| EASTERN BANK | History | Reduced | 19,146 | 683 | 0.01% | 0.02% | 253 | -12,976 | -40.4% | Q1 2026 | Apr 07, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 18,989 | 678 | 0.23% | 0.22% | 254 | +1,551 | 8.89% | Q1 2026 | May 13, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 18,807 | 671 | 0.06% | 0.04% | 255 | +7,000 | 59.29% | Q1 2026 | May 05, 2026 |
| Cogent Private Wealth, Inc. | History | Reduced | 18,705 | 667 | 0.48% | 0.5% | 256 | -336 | -1.76% | Q1 2026 | Apr 13, 2026 |
| Cloud Capital Management, LLC | History | Added to | 18,629 | 664 | 0.29% | 0.19% | 257 | +6,878 | 58.53% | Q1 2026 | May 12, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 18,500 | 660 | 0.31% | 0.27% | 258 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Everest Financial Group LLC | History | New | 17,264 | 616 | 0.1% | — | 259 | +17,264 | New | Q1 2026 | May 15, 2026 |
| Triangle Securities Wealth Management | History | Added to | 17,075 | 609 | 0.14% | 0.07% | 260 | +8,025 | 88.67% | Q1 2026 | Apr 20, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 16,788 | 599 | 0.04% | 0.04% | 261 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TAGStone Capital, Inc. | History | Added to | 16,479 | 588 | 0.21% | 0.21% | 262 | +119 | 0.73% | Q1 2026 | May 11, 2026 |
| Wealth Management Nebraska | History | Added to | 16,194 | 578 | 0.06% | 0.04% | 263 | +5,062 | 45.47% | Q1 2026 | May 15, 2026 |
| WorthPointe, LLC | History | Added to | 16,053 | 573 | 0.16% | 0.12% | 264 | +2,201 | 15.89% | Q1 2026 | May 12, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 15,092 | 565 | 0.16% | 0.12% | 265 | +4,506 | 42.57% | Q1 2026 | Apr 27, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 15,517 | 554 | 0.52% | 0.51% | 266 | -265 | -1.68% | Q1 2026 | May 08, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 15,491 | 553 | 0.26% | 0.22% | 267 | +1,721 | 12.5% | Q1 2026 | May 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 15,410 | 550 | 0.07% | 0.05% | 268 | +4,097 | 36.21% | Q1 2026 | May 05, 2026 |
| Clark Asset Management, LLC | History | Added to | 15,266 | 545 | 0.05% | 0.04% | 269 | +4,816 | 46.09% | Q1 2026 | Apr 16, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 14,961 | 534 | 0.06% | 0.07% | 270 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Foundation Wealth Management, LLC\PA | History | No change | 14,926 | 533 | 0.19% | 0.19% | 271 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sensible Money, LLC | History | Added to | 14,770 | 527 | 0.16% | 0.16% | 272 | +327 | 2.26% | Q1 2026 | Apr 21, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 14,550 | 519 | 0.28% | 0.28% | 273 | +53 | 0.37% | Q1 2026 | May 01, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Reduced | 14,469 | 516 | 0.3% | 0.29% | 274 | -59 | -0.41% | Q1 2026 | May 01, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 14,378 | 513 | 0.18% | 0.15% | 275 | +1,612 | 12.63% | Q1 2026 | Apr 08, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 14,345 | 512 | 0.29% | 0.28% | 276 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Everhart Financial Group, Inc. | History | New | 13,887 | 495 | 0.04% | — | 277 | +13,887 | New | Q1 2026 | Apr 09, 2026 |
| Asset Dedication, LLC | History | No change | 14,443 | 494 | 0.03% | 0.03% | 278 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 12,787 | 477 | 0.03% | 0.04% | 279 | -1,818 | -12.45% | Q1 2026 | Apr 29, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 10,948 | 475 | 0.28% | 0.27% | 280 | +8,787 | 406.62% | Q1 2026 | Apr 16, 2026 |
| SYM FINANCIAL Corp | History | No change | 12,497 | 446 | 0.04% | 0.04% | 281 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RB Capital Management, LLC | History | Added to | 12,322 | 440 | 0.09% | 0.07% | 282 | +2,040 | 19.84% | Q1 2026 | May 14, 2026 |
| Florida Trust Wealth Management Co | History | New | 12,317 | 439 | 0.01% | — | 283 | +12,317 | New | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | New | 12,280 | 438 | 0.0% | — | 284 | +12,280 | New | Q1 2026 | May 15, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 11,633 | 415 | 0.22% | 0.2% | 285 | -2,279 | -16.38% | Q1 2026 | Apr 21, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | New | 11,618 | 414 | 0.24% | — | 286 | +11,618 | New | Q1 2026 | May 15, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Reduced | 10,946 | 390 | 0.06% | 0.06% | 287 | -488 | -4.27% | Q1 2026 | Apr 24, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 10,936 | 390 | 0.07% | 0.08% | 288 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 10,887 | 388 | 0.0% | — | 290 | +10,887 | New | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 10,886 | 388 | 0.03% | 0.05% | 289 | -3,374 | -23.66% | Q1 2026 | Apr 16, 2026 |
| Investment Advisory Group, LLC | History | Added to | 10,832 | 386 | 0.1% | 0.1% | 291 | +2 | 0.02% | Q1 2026 | Apr 22, 2026 |
| Twin Cities Retirement Group LLC | History | Reduced | 10,741 | 383 | 0.35% | 0.36% | 292 | -257 | -2.34% | Q1 2026 | Apr 14, 2026 |
| Compound Planning, Inc. | History | New | 10,193 | 363 | 0.01% | — | 294 | +10,193 | New | Q1 2026 | May 14, 2026 |
| 55 North Private Wealth, LLC | History | Reduced | 10,191 | 363 | 0.09% | 0.17% | 293 | -8,471 | -45.39% | Q1 2026 | Apr 17, 2026 |
| Haven Private, LLC | History | New | 9,895 | 353 | 0.15% | — | 296 | +9,895 | New | Q1 2026 | May 05, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 9,913 | 353 | 0.06% | 0.06% | 295 | -1,202 | -10.81% | Q1 2026 | Apr 28, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 9,880 | 352 | 0.14% | — | 297 | +9,874 | 164566.67% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 9,809 | 350 | 0.0% | 0.0% | 298 | +4,882 | 99.09% | Q1 2026 | May 07, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 9,584 | 345 | 0.08% | 0.08% | 299 | -4,905 | -33.85% | Q1 2026 | Apr 14, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 9,659 | 344 | 0.05% | 0.2% | 300 | -28,408 | -74.63% | Q1 2026 | May 04, 2026 |