Dimensional ETF Trust - DFNM
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | History | Added to | 4,221,880 | 202,354 | 0.23% | 0.2% | 1 | +558,962 | 15.26% | Q1 2026 | May 14, 2026 |
| Truepoint, Inc. | History | Added to | 3,095,714 | 148,377 | 3.31% | 3.22% | 2 | +121,634 | 4.09% | Q1 2026 | May 08, 2026 |
| Foster Group, Inc. | History | Reduced | 1,460,226 | 69,988 | 2.08% | 2.13% | 3 | -5,549 | -0.38% | Q1 2026 | Apr 13, 2026 |
| Apella Capital, LLC | History | Added to | 1,320,176 | 63,896 | 0.95% | 0.65% | 4 | +638,280 | 93.6% | Q1 2026 | Apr 20, 2026 |
| Symmetry Partners, LLC | History | Reduced | 1,317,339 | 63,140 | 3.61% | 3.78% | 5 | -9,439 | -0.71% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 1,203,351 | 57,457 | 0.58% | 0.0% | 6 | +1,194,940 | 14206.87% | Q1 2026 | May 13, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 894,173 | 42,857 | 6.61% | 6.49% | 7 | +57,219 | 6.84% | Q1 2026 | May 12, 2026 |
| GeoWealth Management, LLC | History | Reduced | 881,082 | 42,230 | 1.52% | 1.57% | 8 | -1,903 | -0.22% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 880,025 | 42,179 | 0.24% | 0.23% | 9 | +30,153 | 3.55% | Q1 2026 | Apr 30, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 795,703 | 38,138 | 2.59% | 2.81% | 10 | -52,157 | -6.15% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 788,243 | 37,780 | 0.15% | 0.15% | 11 | -16,685 | -2.07% | Q1 2026 | May 11, 2026 |
| MBL Wealth, LLC | History | Added to | 739,735 | 35,455 | 2.68% | 2.73% | 12 | +32,640 | 4.62% | Q1 2026 | Apr 28, 2026 |
| AWM CAPITAL, LLC | History | Added to | 718,457 | 34,435 | 3.12% | 3.06% | 13 | +17,815 | 2.54% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 653,394 | 31,317 | 0.04% | 0.04% | 14 | +41,226 | 6.73% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 589,440 | 28,251 | 0.03% | 0.04% | 15 | -107,206 | -15.39% | Q1 2026 | May 05, 2026 |
| Waterford Advisors, LLC | History | Added to | 536,335 | 25,492 | 8.09% | 9.31% | 16 | +9,058 | 1.72% | Q1 2026 | May 15, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 530,248 | 25,414 | 4.96% | 4.92% | 17 | -826 | -0.16% | Q1 2026 | Apr 23, 2026 |
| LPL Financial LLC | History | Added to | 518,554 | 24,854 | 0.01% | 0.01% | 18 | +39,734 | 8.3% | Q1 2026 | May 06, 2026 |
| RAM Investment Partners, LLC | History | Added to | 516,432 | 24,752 | 4.35% | 4.44% | 19 | +7,203 | 1.41% | Q1 2026 | May 04, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 482,789 | 23,140 | 2.41% | 1.85% | 20 | +120,859 | 33.39% | Q1 2026 | Apr 08, 2026 |
| ASPIRIANT, LLC | History | Added to | 428,736 | 20,549 | 0.59% | 0.55% | 21 | +28,660 | 7.16% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 418,517 | 20,059 | 0.0% | 0.0% | 22 | +58,108 | 16.12% | Q1 2026 | May 15, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 358,188 | 17,167 | 6.6% | 6.91% | 23 | -8,545 | -2.33% | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | Reduced | 332,594 | 15,941 | 0.03% | 0.03% | 24 | -9,014 | -2.64% | Q1 2026 | May 06, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 327,330 | 15,728 | 3.57% | 3.72% | 25 | -193,872 | -37.2% | Q1 2026 | Apr 14, 2026 |
| Vestment Financial LLC | History | Added to | 320,538 | 15,514 | 7.31% | 7.15% | 26 | +35,938 | 12.63% | Q1 2026 | May 01, 2026 |
| Yardley Wealth Management LLC | History | Added to | 320,613 | 15,366 | 7.87% | 7.74% | 27 | +18,126 | 5.99% | Q1 2026 | Apr 21, 2026 |
| Savant Capital, LLC | History | Reduced | 310,743 | 14,893 | 0.07% | 0.14% | 28 | -212,839 | -40.65% | Q1 2026 | May 04, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 276,943 | 13,273 | 4.4% | 4.16% | 29 | +50,119 | 22.1% | Q1 2026 | Apr 23, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 270,876 | 13,084 | 3.7% | 4.56% | 30 | -18,199 | -6.3% | Q1 2026 | Apr 27, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 270,450 | 12,962 | 0.68% | 0.76% | 31 | -15,815 | -5.52% | Q1 2026 | Apr 29, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 247,711 | 11,872 | 2.02% | 1.69% | 32 | +48,572 | 24.39% | Q1 2026 | Apr 15, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 239,917 | 11,499 | 4.62% | 4.32% | 33 | +20,573 | 9.38% | Q1 2026 | Apr 20, 2026 |
| Allworth Financial LP | History | Added to | 227,614 | 10,909 | 0.04% | 0.03% | 34 | +97,262 | 74.61% | Q1 2026 | May 14, 2026 |
| ENTREWEALTH, LLC | History | Added to | 213,809 | 10,247 | 4.59% | 4.45% | 35 | +10,883 | 5.36% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 208,369 | 10,018 | 0.02% | 0.02% | 36 | -136,578 | -39.59% | Q1 2026 | Apr 08, 2026 |
| 25 LLC | History | Added to | 208,063 | 9,972 | 3.07% | 3.1% | 37 | +5,462 | 2.7% | Q1 2026 | Apr 20, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 205,362 | 9,843 | 0.15% | 0.15% | 38 | -4,161 | -1.99% | Q1 2026 | Apr 01, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 204,700 | 9,811 | 0.08% | 0.11% | 39 | +14,037 | 7.36% | Q1 2026 | May 15, 2026 |
| Vested Financial Planning, LLC | History | Reduced | 202,623 | 9,711 | 7.4% | 7.58% | 40 | -1,701 | -0.83% | Q1 2026 | Apr 16, 2026 |
| West Financial Advisors, LLC | History | Added to | 201,939 | 9,678 | 1.64% | 1.54% | 41 | +12,103 | 6.38% | Q1 2026 | Apr 08, 2026 |
| Citrine Capital LLC | History | Added to | 192,884 | 9,244 | 4.01% | 3.72% | 42 | +26,346 | 15.82% | Q1 2026 | Apr 21, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 192,157 | 9,210 | 0.1% | — | 43 | +192,157 | New | Q1 2026 | Apr 20, 2026 |
| Guardian Wealth Management, LLC | History | Added to | 186,884 | 8,957 | 2.72% | 2.27% | 44 | +38,488 | 25.94% | Q1 2026 | Apr 23, 2026 |
| Plancorp, LLC | History | Added to | 175,945 | 8,491 | 0.24% | 0.26% | 45 | +753 | 0.43% | Q1 2026 | Apr 14, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 169,995 | 8,147 | 3.26% | 3.34% | 46 | +1,040 | 0.62% | Q1 2026 | May 12, 2026 |
| RW Investment Management LLC | History | New | 165,862 | 7,949 | 0.77% | — | 47 | +165,862 | New | Q1 2026 | Apr 28, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 165,382 | 7,926 | 3.57% | 3.54% | 48 | -1,048 | -0.63% | Q1 2026 | May 05, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 147,095 | 7,085 | 2.4% | 2.4% | 49 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 147,771 | 7,082 | 3.33% | 3.37% | 50 | +10,748 | 7.84% | Q1 2026 | Apr 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 138,602 | 6,643 | 0.0% | 0.0% | 51 | +54,610 | 65.02% | Q1 2026 | May 04, 2026 |
| Core Wealth Management, Inc. | History | Added to | 138,331 | 6,630 | 2.03% | 2.07% | 52 | +587 | 0.43% | Q1 2026 | Apr 28, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 135,532 | 6,485 | 0.0% | 0.0% | 53 | +30,496 | 29.03% | Q1 2026 | May 13, 2026 |
| United Wealth Management, LLC | History | Added to | 133,269 | 6,387 | 1.59% | 1.6% | 54 | +4,491 | 3.49% | Q1 2026 | May 01, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 129,820 | 6,222 | 2.17% | 0.65% | 55 | +95,401 | 277.18% | Q1 2026 | Apr 24, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 118,705 | 5,689 | 1.46% | 1.31% | 56 | +15,611 | 15.14% | Q1 2026 | Apr 17, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 116,507 | 5,584 | 1.26% | 1.32% | 57 | -2,847 | -2.39% | Q1 2026 | Apr 02, 2026 |
| Johnson Wealth Management, LLC | History | Added to | 115,379 | 5,530 | 2.67% | 2.22% | 58 | +22,810 | 24.64% | Q1 2026 | Apr 23, 2026 |
| BCO Wealth Management LLC | History | Added to | 108,280 | 5,189 | 3.12% | 3.03% | 59 | +5,565 | 5.42% | Q1 2026 | Apr 16, 2026 |
| Aspen Wealth Management LLC | History | Added to | 104,427 | 5,005 | 1.0% | 0.74% | 60 | +31,447 | 43.09% | Q1 2026 | Apr 01, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 102,851 | 4,929 | 3.94% | 4.11% | 61 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Tillman Hartley LLC | History | Added to | 101,853 | 4,881 | 1.23% | 1.08% | 62 | +12,492 | 13.98% | Q1 2026 | May 08, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 101,469 | 4,863 | 2.18% | 2.08% | 63 | +588 | 0.58% | Q1 2026 | May 13, 2026 |
| American Investment Services, Inc. | History | Added to | 98,018 | 4,698 | 1.05% | 0.88% | 64 | +19,119 | 24.23% | Q1 2026 | May 13, 2026 |
| Forza Wealth Management, LLC | History | No change | 97,500 | 4,673 | 1.63% | 1.7% | 65 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| E-Wealth Partners, LLC | History | Added to | 97,396 | 4,668 | 3.77% | 3.93% | 66 | +282 | 0.29% | Q1 2026 | Jun 11, 2026 |
| PENNEY FINANCIAL, LLC | History | Added to | 97,028 | 4,650 | 1.78% | 1.64% | 67 | +8,723 | 9.88% | Q1 2026 | Apr 22, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 95,785 | 4,628 | 0.42% | 0.42% | 68 | +2,279 | 2.44% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 88,267 | 4,230 | 0.01% | 0.0% | 69 | +52,073 | 143.87% | Q1 2026 | May 15, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 86,095 | 4,126 | 0.44% | 0.42% | 70 | +6,025 | 7.52% | Q1 2026 | Apr 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 82,947 | 3,975 | 0.0% | 0.0% | 71 | +4,682 | 5.98% | Q1 2026 | May 12, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 82,087 | 3,934 | 0.32% | 0.3% | 72 | +1,689 | 2.1% | Q1 2026 | Apr 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 81,797 | 3,927 | 0.01% | 0.0% | 73 | +22,862 | 38.79% | Q1 2026 | May 15, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 80,292 | 3,848 | 0.34% | 0.33% | 74 | +1,089 | 1.37% | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | Added to | 76,596 | 3,671 | 0.17% | 0.16% | 75 | +12,444 | 19.4% | Q1 2026 | Apr 24, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 73,506 | 3,523 | 2.02% | 1.85% | 76 | +14,849 | 25.31% | Q1 2026 | May 11, 2026 |
| Modera Wealth Management, LLC | History | Added to | 70,793 | 3,393 | 0.04% | 0.04% | 77 | +50 | 0.07% | Q1 2026 | May 06, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 70,009 | 3,355 | 0.19% | 0.17% | 78 | +11,578 | 19.81% | Q1 2026 | Apr 09, 2026 |
| Aurelius Family Office LLC | History | Added to | 69,535 | 3,332 | 1.45% | 1.44% | 79 | +142 | 0.2% | Q1 2026 | Apr 08, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 69,082 | 3,311 | 1.3% | 1.3% | 80 | +2,811 | 4.24% | Q1 2026 | Apr 17, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 67,892 | 3,285 | 1.35% | 1.43% | 81 | +3,782 | 5.9% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 66,952 | 3,209 | 0.0% | 0.0% | 82 | +455 | 0.68% | Q1 2026 | Apr 27, 2026 |
| Summit Wealth Group, LLC | History | Reduced | 64,792 | 3,105 | 0.71% | 0.73% | 83 | -27 | -0.04% | Q1 2026 | May 04, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 63,481 | 3,042 | 0.07% | 0.07% | 84 | +3,705 | 6.2% | Q1 2026 | May 12, 2026 |
| Tassel Capital Management, Inc. | History | Reduced | 62,318 | 2,986 | 1.62% | 1.85% | 85 | -1,185 | -1.87% | Q1 2026 | Apr 21, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | Added to | 62,089 | 2,975 | 2.8% | 2.35% | 86 | +6,265 | 11.22% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 61,782 | 2,961 | 0.0% | 0.01% | 87 | -88,265 | -58.82% | Q1 2026 | May 15, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 61,775 | 2,960 | 1.67% | 1.28% | 88 | +14,198 | 29.84% | Q1 2026 | May 14, 2026 |
| GEM Asset Management, LLC | History | Reduced | 61,060 | 2,926 | 1.29% | 1.4% | 89 | -3,756 | -5.79% | Q1 2026 | Apr 10, 2026 |
| BWM Planning, LLC | History | Added to | 59,939 | 2,872 | 0.76% | 0.57% | 90 | +15,867 | 36.0% | Q1 2026 | Apr 21, 2026 |
| Private Advisor Group, LLC | History | Added to | 59,274 | 2,841 | 0.01% | 0.01% | 91 | +7,700 | 14.93% | Q1 2026 | Apr 24, 2026 |
| Note Advisors, LLC | History | Added to | 57,721 | 2,766 | 1.38% | 1.3% | 92 | +5,201 | 9.9% | Q1 2026 | May 15, 2026 |
| MB Generational Wealth, LLC | History | Added to | 56,793 | 2,722 | 1.51% | 1.04% | 93 | +16,127 | 39.66% | Q1 2026 | May 04, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 56,410 | 2,703 | 0.71% | 0.71% | 94 | +516 | 0.92% | Q1 2026 | Apr 27, 2026 |
| HB Wealth Management, LLC | History | No change | 55,830 | 2,675 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FF Advisors,LLC | History | No change | 55,193 | 2,665 | 1.08% | 1.18% | 96 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Hiley Hunt Wealth Management | History | Added to | 51,718 | 2,478 | 1.09% | 1.06% | 97 | +2,646 | 5.39% | Q1 2026 | Apr 06, 2026 |
| Waverly Advisors, LLC | History | Reduced | 50,023 | 2,397 | 0.02% | 0.02% | 98 | -10,058 | -16.74% | Q1 2026 | May 15, 2026 |
| Verisail Partners, LLC | History | Added to | 49,387 | 2,367 | 0.96% | 0.97% | 99 | +356 | 0.73% | Q1 2026 | Apr 20, 2026 |
| Meredith Wealth Planning | History | Added to | 49,216 | 2,358 | 0.64% | 0.62% | 100 | +5,767 | 13.27% | Q1 2026 | Apr 27, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 48,400 | 2,319 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 47,736 | 2,287 | 0.01% | 0.01% | 102 | +18,501 | 63.28% | Q1 2026 | Apr 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 45,467 | 2,179 | 0.02% | 0.02% | 103 | +3,030 | 7.14% | Q1 2026 | Apr 07, 2026 |
| Broadhurst Jeffrey B | History | Added to | 44,616 | 2,138 | 2.19% | 2.16% | 104 | +1,466 | 3.4% | Q1 2026 | May 14, 2026 |
| Timonier Family Office, LTD. | History | No change | 44,346 | 2,136 | 0.68% | 0.68% | 105 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Concord Wealth Partners | History | Added to | 44,165 | 2,116 | 0.27% | 0.26% | 106 | +2,524 | 6.06% | Q1 2026 | May 01, 2026 |
| Shearwater Capital LLC | History | Reduced | 44,116 | 2,114 | 1.11% | 1.24% | 107 | -584 | -1.31% | Q1 2026 | Apr 09, 2026 |
| Warburton Capital Management, LLC | History | Added to | 43,369 | 2,093 | 1.02% | 1.17% | 108 | +314 | 0.73% | Q1 2026 | May 01, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 42,387 | 2,045 | 0.18% | 0.27% | 109 | -17,044 | -28.68% | Q1 2026 | Apr 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 41,658 | 1,996 | 0.05% | 0.07% | 110 | -13,749 | -24.81% | Q1 2026 | Apr 29, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 41,199 | 1,984 | 0.1% | 0.09% | 111 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SwitchPoint Financial Planning, LLC | History | Added to | 40,930 | 1,961 | 1.33% | 1.33% | 112 | +1,627 | 4.14% | Q1 2026 | Apr 29, 2026 |
| MATHER GROUP, LLC. | History | Added to | 40,839 | 1,957 | 0.02% | 0.02% | 113 | +1,800 | 4.61% | Q1 2026 | Apr 13, 2026 |
| Vise Technologies, Inc. | History | No change | 40,051 | 1,929 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 39,561 | 1,896 | 0.03% | 0.03% | 115 | +565 | 1.45% | Q1 2026 | Apr 10, 2026 |
| SB Capital Management Inc | History | No change | 39,281 | 1,892 | 0.69% | 0.69% | 116 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Family Capital Management, Inc. | History | Added to | 38,672 | 1,853 | 0.82% | 0.8% | 117 | +1,487 | 4.0% | Q1 2026 | Apr 22, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 37,882 | 1,815 | 1.0% | 1.0% | 118 | +5,257 | 16.11% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 37,710 | 1,811 | 0.02% | 0.01% | 119 | +10,847 | 40.38% | Q1 2026 | Apr 07, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 37,315 | 1,788 | 1.51% | 1.18% | 120 | +9,525 | 34.27% | Q1 2026 | Apr 21, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | No change | 37,250 | 1,785 | 1.18% | 1.21% | 121 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 37,081 | 1,777 | 0.27% | 0.24% | 122 | +5,419 | 17.12% | Q1 2026 | Apr 14, 2026 |
| Landmark Wealth Management, LLC | History | Added to | 36,855 | 1,766 | 0.47% | 0.58% | 123 | +5,251 | 16.61% | Q1 2026 | Apr 29, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 36,594 | 1,763 | 0.41% | 0.44% | 124 | +330 | 0.91% | Q1 2026 | Apr 10, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 36,643 | 1,756 | 1.11% | 1.21% | 125 | +19 | 0.05% | Q1 2026 | May 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 35,865 | 1,719 | 0.0% | 0.0% | 126 | +3,335 | 10.25% | Q1 2026 | May 13, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 34,929 | 1,674 | 0.09% | 0.12% | 127 | -12,853 | -26.9% | Q1 2026 | Apr 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 34,323 | 1,645 | 0.03% | 0.03% | 128 | +485 | 1.43% | Q1 2026 | May 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 33,737 | 1,617 | 0.03% | 0.03% | 129 | +6,808 | 25.28% | Q1 2026 | Apr 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 32,857 | 1,572 | 0.06% | 0.03% | 131 | +15,956 | 94.41% | Q1 2026 | May 15, 2026 |
| One Capital Management, LLC | History | Added to | 32,810 | 1,572 | 0.04% | 0.04% | 130 | +4,490 | 15.85% | Q1 2026 | May 12, 2026 |
| Wheels Up Wealth, Inc. | History | Reduced | 32,772 | 1,570 | 1.48% | 1.58% | 133 | -2,474 | -7.02% | Q1 2026 | May 12, 2026 |
| XY Planning Network, Inc. | History | Added to | 32,706 | 1,570 | 0.25% | 0.26% | 132 | +2,070 | 6.76% | Q1 2026 | Apr 14, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | No change | 31,698 | 1,519 | 0.43% | 0.44% | 134 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | Added to | 30,473 | 1,460 | 1.06% | 1.02% | 135 | +2,358 | 8.39% | Q1 2026 | Apr 17, 2026 |
| Generations Wealth, LLC | History | Added to | 30,096 | 1,442 | 1.4% | 0.75% | 136 | +14,867 | 97.62% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 29,931 | 1,434 | 0.01% | 0.01% | 137 | -75 | -0.25% | Q1 2026 | Jun 02, 2026 |
| One Degree Advisors Inc | History | Added to | 29,073 | 1,393 | 0.37% | 0.36% | 138 | +1,780 | 6.52% | Q1 2026 | May 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 28,957 | 1,384 | 0.0% | 0.0% | 139 | +2,273 | 8.52% | Q1 2026 | May 15, 2026 |
| Platform Wealth Management, LLC | History | No change | 28,589 | 1,377 | 0.37% | 0.37% | 140 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WPWealth LLP | History | Added to | 28,428 | 1,362 | 0.21% | 0.2% | 141 | +2,217 | 8.46% | Q1 2026 | May 11, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 28,207 | 1,351 | 0.64% | 0.68% | 142 | +233 | 0.83% | Q1 2026 | May 01, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 27,947 | 1,339 | 0.37% | 0.38% | 143 | +6 | 0.02% | Q1 2026 | May 13, 2026 |
| Betterment LLC | History | Added to | 27,643 | 1,325 | 0.0% | 0.0% | 144 | +1,058 | 3.98% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 27,471 | 1,316 | 0.0% | 0.0% | 145 | -12,528 | -31.32% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 26,210 | 1,256 | 0.01% | 0.01% | 146 | -282 | -1.06% | Q1 2026 | May 08, 2026 |
| New Dimensions Wealth Management, LLC | History | Added to | 25,731 | 1,233 | 1.05% | 1.04% | 147 | +584 | 2.32% | Q1 2026 | May 14, 2026 |
| Applied Capital LLC | History | New | 25,021 | 1,199 | 0.45% | — | 148 | +25,021 | New | Q1 2026 | Apr 22, 2026 |
| HEFFERNAN ADVISORY, INC | History | No change | 24,897 | 1,193 | 1.11% | 1.15% | 149 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Capstone Wealth Management, LLC | History | Added to | 24,566 | 1,177 | 0.82% | 0.78% | 150 | +2,299 | 10.32% | Q1 2026 | Apr 16, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Reduced | 23,709 | 1,136 | 0.76% | 0.79% | 151 | -216 | -0.9% | Q1 2026 | Apr 16, 2026 |
| Pacific Asset Management, LLC | History | Added to | 23,311 | 1,117 | 0.62% | 0.53% | 152 | +4,935 | 26.86% | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | Added to | 23,281 | 1,115 | 0.02% | 0.03% | 153 | +38 | 0.16% | Q1 2026 | Apr 13, 2026 |
| Triune Financial Partners, LLC | History | Added to | 23,237 | 1,113 | 0.26% | 0.2% | 154 | +5,176 | 28.66% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 22,775 | 1,091 | 0.0% | 0.0% | 155 | +6,343 | 38.6% | Q1 2026 | May 12, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 22,705 | 1,088 | 0.33% | 0.27% | 156 | +4,274 | 23.19% | Q1 2026 | Apr 10, 2026 |
| Blume Capital Management, Inc. | History | No change | 22,685 | 1,087 | 0.18% | 0.2% | 157 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Investmark Advisory Group LLC | History | No change | 22,254 | 1,066 | 0.46% | 0.46% | 158 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 21,351 | 1,023 | 0.0% | — | 159 | +21,351 | New | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 20,965 | 1,004 | 0.01% | 0.0% | 160 | +6,989 | 50.01% | Q1 2026 | May 15, 2026 |
| ArborFi Advisors, LLC | History | Added to | 20,759 | 994 | 0.81% | 0.7% | 161 | +2,916 | 16.34% | Q1 2026 | Apr 29, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 20,568 | 985 | 0.07% | 0.06% | 162 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 19,970 | 957 | 0.69% | 0.67% | 163 | +1,562 | 8.49% | Q1 2026 | Apr 13, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 19,857 | 951 | 0.18% | 0.18% | 164 | +920 | 4.86% | Q1 2026 | Apr 24, 2026 |
| Sterling Wealth Advisors Inc | History | Added to | 19,103 | 924 | 0.53% | 0.54% | 165 | +641 | 3.47% | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 18,687 | 896 | 0.0% | 0.0% | 166 | -73 | -0.39% | Q1 2026 | Apr 30, 2026 |
| Ponta Wealth Partners, LLC | History | Added to | 18,430 | 883 | 0.71% | 0.35% | 168 | +10,603 | 135.47% | Q1 2026 | May 11, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Added to | 18,423 | 883 | 0.24% | 0.22% | 167 | +494 | 2.76% | Q1 2026 | May 14, 2026 |
| Aegis Wealth Management LLC | History | Added to | 17,900 | 857 | 0.49% | 0.44% | 169 | +1,700 | 10.49% | Q1 2026 | Apr 22, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 17,735 | 850 | 0.23% | 0.23% | 170 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JP Wealth Management, Inc. | History | No change | 16,870 | 808 | 0.55% | 0.57% | 171 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Partners in Financial Planning | History | New | 15,960 | 764 | 0.13% | — | 172 | +15,960 | New | Q1 2026 | May 11, 2026 |
| Financial Plan, Inc. | History | Reduced | 15,752 | 754 | 0.08% | 0.1% | 173 | -1,739 | -9.94% | Q1 2026 | Apr 24, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Added to | 15,677 | 751 | 0.77% | 0.6% | 175 | +4,274 | 37.48% | Q1 2026 | May 04, 2026 |
| Crews Bank & Trust | History | Reduced | 15,683 | 751 | 0.11% | 0.11% | 174 | -34 | -0.22% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | New | 15,402 | 738 | 0.0% | — | 176 | +15,402 | New | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 15,288 | 732 | 0.1% | 0.1% | 177 | +53 | 0.35% | Q1 2026 | Apr 24, 2026 |
| Balefire, LLC | History | New | 15,086 | 723 | 0.14% | — | 178 | +15,086 | New | Q1 2026 | May 07, 2026 |
| COMERICA BANK | History | No change | 14,935 | 719 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 14,902 | 714 | 0.28% | 0.27% | 180 | +863 | 6.15% | Q1 2026 | May 04, 2026 |
| Physician Wealth Solutions Inc. | History | Reduced | 14,909 | 714 | 0.3% | 0.31% | 181 | -451 | -2.94% | Q1 2026 | Apr 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 14,423 | 691 | 0.0% | — | 182 | +14,423 | New | Q1 2026 | May 01, 2026 |
| JDH Wealth Management, LLC | History | Added to | 14,115 | 676 | 0.46% | 0.41% | 183 | +1,696 | 13.66% | Q1 2026 | Apr 16, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 13,999 | 670 | 0.25% | 0.14% | 184 | +6,612 | 89.51% | Q1 2026 | Apr 21, 2026 |
| Friday Financial | History | Reduced | 13,806 | 661 | 0.23% | 0.26% | 185 | -1,376 | -9.06% | Q1 2026 | Apr 16, 2026 |
| Disciplined Investments, LLC | History | Reduced | 13,715 | 657 | 0.24% | 0.26% | 186 | -510 | -3.59% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 13,257 | 635 | 0.0% | 0.0% | 187 | +4,233 | 46.91% | Q1 2026 | May 15, 2026 |
| BDFS Capital LLC | History | Added to | 12,756 | 611 | 0.29% | 0.29% | 189 | +694 | 5.75% | Q1 2026 | Apr 15, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | Added to | 12,757 | 611 | 0.51% | 0.52% | 188 | +7 | 0.05% | Q1 2026 | May 08, 2026 |
| Grunden Financial Advisory, Inc. | History | No change | 12,580 | 606 | 0.24% | 0.24% | 190 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 12,608 | 604 | 0.0% | 0.0% | 191 | +145 | 1.16% | Q1 2026 | May 04, 2026 |
| Merited Wealth, LLC | History | Added to | 12,516 | 599 | 0.5% | 0.47% | 192 | +2,038 | 19.45% | Q1 2026 | Apr 24, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 12,190 | 584 | 0.2% | 0.17% | 193 | +2,133 | 21.21% | Q1 2026 | Apr 23, 2026 |
| SpringVest Wealth Management LLC | History | No change | 11,374 | 545 | 0.37% | 0.38% | 194 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 11,354 | 544 | 0.02% | 0.02% | 195 | +669 | 6.26% | Q1 2026 | Apr 27, 2026 |
| Iowa State Bank | History | No change | 11,271 | 540 | 0.1% | 0.1% | 196 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 11,173 | 535 | 0.05% | 0.06% | 197 | +210 | 1.92% | Q1 2026 | Apr 30, 2026 |
| Western Wealth Management, LLC | History | No change | 10,900 | 522 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Jacobi Capital Management LLC | History | Added to | 10,795 | 517 | 0.03% | 0.03% | 199 | +63 | 0.59% | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | No change | 10,785 | 516 | 0.05% | 0.06% | 200 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Reduced | 10,751 | 515 | 0.49% | 0.56% | 201 | -1,164 | -9.77% | Q1 2026 | Apr 21, 2026 |
| Anson Capital, Inc. | History | Added to | 10,669 | 511 | 0.35% | 0.37% | 202 | +210 | 2.01% | Q1 2026 | May 13, 2026 |
| Foundry Financial LLC | History | Reduced | 10,180 | 487 | 0.21% | 0.28% | 203 | -1,084 | -9.62% | Q1 2026 | Apr 21, 2026 |
| Burton Enright Welch | History | Reduced | 10,176 | 487 | 0.07% | 0.07% | 204 | -494 | -4.63% | Q1 2026 | May 01, 2026 |
| Life Planning Partners, Inc | History | No change | 10,070 | 482 | 0.37% | 0.37% | 205 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Meridian Wealth Management, LLC | History | No change | 10,035 | 480 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 9,895 | 474 | 0.1% | 0.11% | 207 | -132 | -1.32% | Q1 2026 | May 11, 2026 |
| TABLEAUX LLC | History | New | 9,856 | 472 | 0.23% | — | 208 | +9,856 | New | Q1 2026 | May 14, 2026 |
| Five Oceans Advisors | History | No change | 9,620 | 461 | 0.17% | 0.16% | 209 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Beckerman Institutional, LLC | History | Added to | 9,505 | 455 | 0.24% | 0.24% | 210 | +639 | 7.21% | Q1 2026 | May 04, 2026 |
| White Wing Wealth Management | History | Reduced | 9,428 | 451 | 0.27% | 0.35% | 211 | -2,774 | -22.73% | Q1 2026 | Apr 13, 2026 |
| DecisionPoint Financial, LLC | History | No change | 9,344 | 447 | 0.1% | 0.1% | 212 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 9,313 | 446 | 0.18% | 0.18% | 213 | +71 | 0.77% | Q1 2026 | May 07, 2026 |
| Burk Holdings LLC | History | Added to | 9,253 | 443 | 0.19% | 0.21% | 214 | +167 | 1.84% | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 9,215 | 441 | 0.01% | 0.02% | 215 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 8,904 | 426 | 0.12% | 0.09% | 216 | +2,600 | 41.24% | Q1 2026 | Apr 30, 2026 |
| MORGAN STANLEY | History | Reduced | 8,733 | 418 | 0.0% | 0.0% | 217 | -55 | -0.63% | Q1 2026 | May 15, 2026 |
| Vantage Point Financial LLC | History | Added to | 8,619 | 413 | 0.14% | 0.12% | 218 | +1,484 | 20.8% | Q1 2026 | May 01, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 8,577 | 411 | 0.01% | 0.01% | 219 | -3,209 | -27.23% | Q1 2026 | May 11, 2026 |
| CHOREO, LLC | History | New | 8,364 | 400 | 0.0% | — | 220 | +8,364 | New | Q1 2026 | May 12, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 8,320 | 398 | 0.08% | 0.09% | 221 | -266 | -3.1% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,213 | 393 | 0.0% | 0.0% | 222 | +5,794 | 239.52% | Q1 2026 | May 07, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 8,186 | 392 | 0.0% | 0.0% | 223 | +313 | 3.98% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 8,078 | 387 | 0.0% | 0.0% | 224 | -3,513 | -30.31% | Q1 2026 | May 15, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 8,021 | 384 | 0.02% | 0.02% | 225 | -1,363 | -14.52% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | New | 7,673 | 367 | 0.0% | — | 227 | +7,673 | New | Q1 2026 | Apr 15, 2026 |
| Oceanside Advisors LLC | History | Reduced | 7,666 | 367 | 0.21% | 0.23% | 226 | -166 | -2.12% | Q1 2026 | Apr 28, 2026 |
| Savvy Advisors, Inc. | History | New | 7,487 | 358 | 0.01% | — | 228 | +7,487 | New | Q1 2026 | May 11, 2026 |
| Avestar Capital, LLC | History | New | 7,469 | 357 | 0.02% | — | 229 | +7,469 | New | Q1 2026 | May 13, 2026 |
| Oath Planning, LLC | History | New | 7,316 | 350 | 0.31% | — | 230 | +7,316 | New | Q1 2026 | May 08, 2026 |
| Inspire Advisors, LLC | History | Added to | 7,243 | 347 | 0.03% | 0.03% | 231 | +42 | 0.58% | Q1 2026 | May 15, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 7,207 | 345 | 0.1% | 0.09% | 232 | +956 | 15.29% | Q1 2026 | Apr 21, 2026 |
| Kaufman Rossin Wealth, LLC | History | Reduced | 7,065 | 338 | 0.19% | 0.2% | 233 | -882 | -11.1% | Q1 2026 | Apr 17, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 6,936 | 332 | 0.08% | 0.08% | 234 | -44 | -0.63% | Q1 2026 | May 01, 2026 |
| Midwest Trust Co | History | No change | 6,882 | 329 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ascentis Independent Advisors | History | New | 6,857 | 328 | 0.02% | — | 236 | +6,857 | New | Q1 2026 | Apr 28, 2026 |
| Colonial Trust Co / SC | History | Added to | 6,457 | 309 | 0.04% | 0.04% | 237 | +305 | 4.96% | Q1 2026 | May 12, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 6,219 | 298 | 0.08% | 0.08% | 239 | +875 | 16.37% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 6,230 | 298 | 0.08% | 0.09% | 238 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Investment Advisory Group, LLC | History | Added to | 6,197 | 297 | 0.08% | 0.07% | 240 | +322 | 5.48% | Q1 2026 | Apr 22, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 6,141 | 294 | 0.1% | 0.11% | 241 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Argent Trust Co | History | New | 6,000 | 287 | 0.01% | — | 242 | +6,000 | New | Q1 2026 | May 13, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 5,949 | 285 | 0.08% | 0.08% | 243 | +35 | 0.59% | Q1 2026 | May 01, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 5,905 | 283 | 0.02% | 0.03% | 244 | -4,390 | -42.64% | Q1 2026 | May 21, 2026 |
| Envision Financial Planning, LLC | History | Added to | 5,884 | 282 | 0.1% | 0.11% | 245 | +58 | 1.0% | Q1 2026 | May 15, 2026 |
| Level Financial Advisors | History | No change | 5,775 | 276 | 0.07% | 0.07% | 246 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| McIlrath & Eck, LLC | History | No change | 5,754 | 275 | 0.02% | 0.03% | 247 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 5,447 | 261 | 0.03% | 0.03% | 248 | +21 | 0.39% | Q1 2026 | Apr 20, 2026 |
| Vistica Wealth Advisors, LLC | History | New | 5,435 | 260 | 0.26% | — | 249 | +5,435 | New | Q1 2026 | Apr 23, 2026 |
| Csenge Advisory Group | History | Reduced | 5,311 | 254 | 0.01% | 0.01% | 250 | -295 | -5.26% | Q1 2026 | Apr 30, 2026 |
| Factor Wealth Management LTD | History | No change | 5,320 | 254 | 0.05% | 0.06% | 251 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HANOVER ADVISORS INC | History | No change | 5,267 | 252 | 0.1% | 0.1% | 252 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Arkadios Wealth Advisors | History | New | 5,218 | 250 | 0.0% | — | 253 | +5,218 | New | Q1 2026 | May 18, 2026 |
| Quantinno Capital Management LP | History | New | 5,137 | 246 | 0.0% | — | 254 | +5,137 | New | Q1 2026 | May 15, 2026 |
| Apollon Financial, LLC | History | New | 5,126 | 245 | 0.03% | — | 255 | +5,126 | New | Q1 2026 | Apr 22, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,566 | 218 | 0.0% | 0.0% | 256 | -1,700 | -27.13% | Q1 2026 | May 14, 2026 |
| Navigoe, LLC | History | Added to | 4,309 | 206 | 0.12% | 0.12% | 257 | +227 | 5.56% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | New | 3,442 | 164 | 0.0% | — | 258 | +3,442 | New | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 3,326 | 159 | 0.0% | 0.0% | 259 | +19 | 0.57% | Q1 2026 | May 13, 2026 |
| Operose Advisors LLC | History | Added to | 3,227 | 154 | 0.04% | 0.04% | 260 | +18 | 0.56% | Q1 2026 | May 12, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 3,140 | 150 | 0.12% | 0.09% | 261 | +778 | 32.94% | Q1 2026 | Apr 07, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 2,959 | 141 | 0.04% | 0.04% | 262 | +107 | 3.75% | Q1 2026 | Apr 29, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 2,503 | 119 | 0.04% | 0.04% | 263 | +220 | 9.64% | Q1 2026 | Apr 24, 2026 |
| UMB Bank, n.a. | History | New | 2,191 | 105 | 0.0% | — | 264 | +2,191 | New | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 1,841 | 88 | 0.0% | — | 265 | +1,841 | New | Q1 2026 | May 15, 2026 |
| Nemes Rush Group LLC | History | Added to | 1,656 | 79 | 0.01% | 0.01% | 266 | +9 | 0.55% | Q1 2026 | Apr 21, 2026 |
| CWM, LLC | History | Added to | 1,354 | 64 | 0.0% | 0.0% | 267 | +144 | 11.9% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,215 | 58 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| City State Bank | History | No change | 1,038 | 49 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Rossby Financial, LCC | History | Added to | 716 | 34 | 0.01% | 0.0% | 271 | +646 | 922.86% | Q1 2026 | May 11, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 710 | 34 | 0.0% | 0.0% | 270 | +20 | 2.9% | Q1 2026 | Apr 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 477 | 22 | 0.0% | 0.0% | 272 | +2 | 0.42% | Q1 2026 | Jun 02, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 412 | 19 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 318 | 15 | 0.0% | 0.0% | 274 | +2 | 0.63% | Q1 2026 | Apr 17, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 315 | 15 | 0.0% | 0.0% | 275 | +2 | 0.64% | Q1 2026 | Apr 14, 2026 |
| RHL GROUP, LLC | History | Reduced | 258 | 12 | 0.01% | 0.02% | 276 | -216 | -45.57% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | No change | 125 | 5 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 98 | 4 | 0.0% | — | 278 | +98 | New | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 70 | 3 | 0.0% | — | 279 | +70 | New | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 46 | 2 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Reduced | 24 | 1 | 0.0% | 0.0% | 281 | -114 | -82.61% | Q1 2026 | May 13, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.36% | — | -99,324 | -100.0% | Q1 2026 | May 11, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 0.55% | — | -66,526 | -100.0% | Q1 2026 | Apr 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -42,663 | -100.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,605 | -100.0% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -31,626 | -100.0% | Q1 2026 | May 01, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -30,749 | -100.0% | Q1 2026 | May 15, 2026 |
| Zhang Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -12,000 | -100.0% | Q1 2026 | May 06, 2026 |
| LJI Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -10,600 | -100.0% | Q1 2026 | May 04, 2026 |
| RCS Financial Planning, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -9,543 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Entelevest, LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -7,397 | -100.0% | Q1 2026 | May 04, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,984 | -100.0% | Q1 2026 | May 12, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -6,714 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -5,920 | -100.0% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | May 05, 2026 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | Apr 17, 2026 |