Dimensional ETF Trust - DFSD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | History | Added to | 6,122,105 | 293,126 | 0.33% | 0.3% | 1 | +676,361 | 12.42% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Added to | 5,246,327 | 252,925 | 3.75% | 4.27% | 2 | +736,646 | 16.33% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 5,126,922 | 245,462 | 2.47% | 0.67% | 3 | +3,980,811 | 347.33% | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Reduced | 3,903,965 | 186,921 | 0.9% | 1.1% | 4 | -111,094 | -2.77% | Q1 2026 | May 04, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 3,699,843 | 177,148 | 1.73% | 1.67% | 5 | +142,450 | 4.0% | Q1 2026 | May 08, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 3,109,706 | 148,892 | 10.12% | 10.58% | 6 | -95,101 | -2.97% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 2,991,136 | 143,215 | 6.62% | 6.09% | 7 | +506,613 | 20.39% | Q1 2026 | Apr 24, 2026 |
| Planning Center, Inc. | History | Added to | 2,808,255 | 134,459 | 13.62% | 13.19% | 8 | +114,315 | 4.24% | Q1 2026 | Apr 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,418,971 | 115,820 | 0.03% | 0.03% | 9 | +155,010 | 6.85% | Q1 2026 | May 04, 2026 |
| Vise Technologies, Inc. | History | No change | 2,274,567 | 109,065 | 2.14% | 2.14% | 10 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 2,041,183 | 97,731 | 10.53% | 10.66% | 11 | -2,451 | -0.12% | Q1 2026 | Apr 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,968,903 | 94,271 | 0.1% | 0.1% | 12 | +81,154 | 4.3% | Q1 2026 | May 05, 2026 |
| Great Waters Wealth Management | History | Added to | 1,783,924 | 85,414 | 9.04% | 8.23% | 13 | +224,127 | 14.37% | Q1 2026 | Apr 17, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 1,714,301 | 82,080 | 5.95% | 5.46% | 14 | -52,536 | -2.97% | Q1 2026 | Apr 16, 2026 |
| Rachor Investment Advisory Services, LLC | History | Added to | 1,452,715 | 69,556 | 36.55% | 35.8% | 15 | +45,292 | 3.22% | Q1 2026 | May 07, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 1,336,422 | 63,987 | 5.26% | 4.94% | 16 | +99,809 | 8.07% | Q1 2026 | May 06, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 1,332,011 | 63,776 | 9.84% | 9.51% | 17 | +100,336 | 8.15% | Q1 2026 | May 12, 2026 |
| McIlrath & Eck, LLC | History | Added to | 1,297,305 | 62,114 | 4.6% | 5.04% | 18 | +165,524 | 14.63% | Q1 2026 | May 19, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 1,245,625 | 59,640 | 9.4% | 9.1% | 19 | +24,971 | 2.05% | Q1 2026 | Apr 13, 2026 |
| WPWealth LLP | History | Added to | 1,209,899 | 57,929 | 8.85% | 8.79% | 20 | +38,786 | 3.31% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Reduced | 1,190,826 | 57,016 | 0.12% | 0.12% | 21 | -29,659 | -2.43% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,182,831 | 56,633 | 0.08% | 0.07% | 22 | +85,652 | 7.81% | Q1 2026 | Apr 27, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 1,097,303 | 52,538 | 13.53% | 13.1% | 23 | +54,458 | 5.22% | Q1 2026 | May 01, 2026 |
| RAM Investment Partners, LLC | History | Added to | 998,462 | 47,806 | 8.4% | 8.25% | 24 | +46,454 | 4.88% | Q1 2026 | May 04, 2026 |
| CURIO WEALTH, LLC | History | Added to | 958,276 | 45,882 | 15.68% | 15.8% | 25 | +27,869 | 3.0% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 935,707 | 44,801 | 0.18% | 0.05% | 26 | +676,059 | 260.38% | Q1 2026 | May 14, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 922,515 | 44,169 | 7.28% | 8.05% | 27 | -51,952 | -5.33% | Q1 2026 | May 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 917,818 | 43,945 | 0.23% | 0.29% | 28 | +64,802 | 7.6% | Q1 2026 | May 15, 2026 |
| Financial Plan, Inc. | History | Added to | 917,141 | 43,912 | 4.71% | 4.29% | 29 | +136,929 | 17.55% | Q1 2026 | Apr 24, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 879,329 | 42,102 | 10.78% | 10.94% | 30 | +13,652 | 1.58% | Q1 2026 | Apr 17, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 773,080 | 37,015 | 17.54% | 16.52% | 31 | +91,563 | 13.44% | Q1 2026 | May 01, 2026 |
| Elser Financial Planning, Inc | History | New | 772,713 | 37,012 | 1.8% | — | 32 | +772,713 | New | Q1 2026 | Apr 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 769,712 | 36,854 | 0.29% | 0.31% | 33 | -5,340 | -0.69% | Q1 2026 | Apr 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 751,650 | 35,989 | 0.0% | 0.0% | 34 | +175,789 | 30.53% | Q1 2026 | May 15, 2026 |
| MASECO LLP | History | Added to | 738,839 | 35,368 | 1.11% | 1.36% | 35 | +89,623 | 13.8% | Q1 2026 | Apr 21, 2026 |
| Wealthquest Corp | History | No change | 731,031 | 35,052 | 2.65% | 2.65% | 36 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 686,064 | 32,848 | 4.36% | 4.07% | 37 | +141,878 | 26.07% | Q1 2026 | Apr 08, 2026 |
| Wheelhouse Advisory Group LLC | History | Added to | 617,530 | 29,567 | 9.8% | 8.43% | 38 | +155,788 | 33.74% | Q1 2026 | Apr 23, 2026 |
| Mattern Wealth Management LLC | History | Added to | 603,374 | 28,889 | 5.63% | 5.49% | 39 | +8,061 | 1.35% | Q1 2026 | Apr 23, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 595,719 | 28,600 | 6.65% | 6.97% | 40 | +16,176 | 2.79% | Q1 2026 | Apr 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 568,116 | 27,195 | 0.26% | 0.18% | 41 | +222,379 | 64.32% | Q1 2026 | Apr 07, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 557,734 | 26,704 | 10.82% | 11.52% | 42 | +11,299 | 2.07% | Q1 2026 | Apr 30, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 554,913 | 26,569 | 3.99% | 3.62% | 43 | +75,483 | 15.74% | Q1 2026 | Apr 14, 2026 |
| Grunden Financial Advisory, Inc. | History | No change | 514,517 | 24,671 | 9.64% | 9.64% | 44 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 511,899 | 24,509 | 4.88% | 4.67% | 45 | +49,001 | 10.59% | Q1 2026 | May 08, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 506,382 | 24,301 | 2.19% | 2.15% | 46 | +32,088 | 6.77% | Q1 2026 | Apr 29, 2026 |
| Sterling Wealth Advisors Inc | History | Added to | 500,013 | 24,105 | 13.75% | 14.41% | 47 | +2,107 | 0.42% | Q1 2026 | Apr 22, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Reduced | 492,749 | 23,592 | 10.53% | 12.48% | 48 | -56,403 | -10.27% | Q1 2026 | Apr 27, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 484,186 | 23,182 | 3.5% | 3.16% | 49 | +58,714 | 13.8% | Q1 2026 | Apr 22, 2026 |
| Vestment Financial LLC | History | Added to | 477,806 | 23,035 | 10.85% | 10.87% | 50 | +41,032 | 9.39% | Q1 2026 | May 01, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 467,314 | 22,374 | 5.91% | 5.71% | 51 | +12,886 | 2.84% | Q1 2026 | Apr 27, 2026 |
| CPA Asset Management Group, LLC | History | Added to | 456,710 | 21,867 | 7.33% | 4.76% | 52 | +173,626 | 61.33% | Q1 2026 | May 05, 2026 |
| Cornerstone Wealth Partners, LLC | History | Added to | 456,631 | 21,863 | 12.4% | 12.08% | 53 | +93,753 | 25.84% | Q1 2026 | May 12, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 455,308 | 21,800 | 2.66% | 2.68% | 54 | +13,618 | 3.08% | Q1 2026 | Apr 23, 2026 |
| Guardian Wealth Management, LLC | History | Added to | 449,187 | 21,507 | 6.52% | 6.18% | 55 | +42,761 | 10.52% | Q1 2026 | Apr 23, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 445,859 | 21,347 | 5.23% | 3.36% | 56 | +207,391 | 86.97% | Q1 2026 | Apr 13, 2026 |
| Pacific Asset Management, LLC | History | Added to | 419,016 | 20,062 | 11.2% | 9.8% | 57 | +78,506 | 23.06% | Q1 2026 | May 01, 2026 |
| Wolfstich Capital, LLC | History | Reduced | 409,693 | 19,554 | 17.11% | 20.25% | 58 | -48,515 | -10.59% | Q1 2026 | Apr 21, 2026 |
| Verisail Partners, LLC | History | Added to | 406,326 | 19,454 | 7.89% | 7.74% | 59 | +13,462 | 3.43% | Q1 2026 | Apr 20, 2026 |
| SageOak Financial, LLC | History | Added to | 401,283 | 19,213 | 13.5% | 13.78% | 60 | +4,069 | 1.02% | Q1 2026 | May 11, 2026 |
| AWM CAPITAL, LLC | History | Added to | 395,960 | 18,958 | 1.72% | 1.49% | 61 | +52,811 | 15.39% | Q1 2026 | May 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 390,017 | 18,674 | 0.71% | 0.7% | 62 | -7,410 | -1.86% | Q1 2026 | May 11, 2026 |
| Nova R Wealth, Inc. | History | Added to | 389,213 | 18,635 | 5.95% | 6.35% | 63 | +25,718 | 7.08% | Q1 2026 | Apr 17, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 387,081 | 18,533 | 1.37% | 1.27% | 64 | +27,384 | 7.61% | Q1 2026 | Apr 15, 2026 |
| Onyx Financial Advisors, LLC | History | Added to | 386,210 | 18,491 | 7.68% | 7.47% | 65 | +18,781 | 5.11% | Q1 2026 | Apr 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 386,011 | 18,482 | 0.2% | 0.23% | 66 | +26,384 | 7.34% | Q1 2026 | May 15, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 376,697 | 18,036 | 4.95% | 4.62% | 67 | +39,020 | 11.56% | Q1 2026 | May 13, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 376,227 | 18,013 | 3.24% | 3.19% | 68 | +21,281 | 6.0% | Q1 2026 | May 06, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 373,992 | 17,906 | 6.68% | 6.61% | 69 | +13,856 | 3.85% | Q1 2026 | Apr 20, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 368,343 | 17,636 | 5.28% | 4.7% | 70 | +48,749 | 15.25% | Q1 2026 | Apr 28, 2026 |
| Tillman Hartley LLC | History | Reduced | 366,761 | 17,560 | 4.41% | 4.43% | 71 | -1,417 | -0.38% | Q1 2026 | May 08, 2026 |
| Factor Wealth Management LTD | History | Added to | 361,141 | 17,291 | 3.25% | 3.24% | 72 | +48,676 | 15.58% | Q1 2026 | Apr 20, 2026 |
| BCO Wealth Management LLC | History | Added to | 358,326 | 17,156 | 10.31% | 10.08% | 73 | +15,379 | 4.48% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 347,186 | 16,623 | 0.04% | 0.02% | 74 | +197,884 | 132.54% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Management, Inc. | History | Added to | 343,315 | 16,437 | 2.62% | 1.97% | 75 | +91,621 | 36.4% | Q1 2026 | Apr 16, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 341,176 | 16,335 | 2.78% | 2.73% | 76 | +18,263 | 5.66% | Q1 2026 | Apr 15, 2026 |
| LPL Financial LLC | History | Reduced | 338,855 | 16,224 | 0.0% | 0.0% | 77 | -16,906 | -4.75% | Q1 2026 | May 06, 2026 |
| One Degree Advisors Inc | History | Added to | 336,546 | 16,113 | 4.23% | 4.23% | 78 | +15,606 | 4.86% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 332,486 | 15,919 | 0.02% | 0.03% | 79 | -31,540 | -8.66% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 326,456 | 15,631 | 0.0% | 0.0% | 80 | -41,507 | -11.28% | Q1 2026 | May 15, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 319,593 | 15,302 | 2.76% | 2.68% | 81 | +13,984 | 4.58% | Q1 2026 | May 15, 2026 |
| Foundry Financial LLC | History | Added to | 310,786 | 14,880 | 6.3% | 4.73% | 82 | +123,055 | 65.55% | Q1 2026 | Apr 21, 2026 |
| Kondo Wealth Advisors, Inc. | History | Added to | 310,103 | 14,847 | 5.59% | 5.46% | 83 | +12,740 | 4.28% | Q1 2026 | May 11, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 309,664 | 14,832 | 1.85% | 1.83% | 84 | +14,688 | 4.98% | Q1 2026 | May 12, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 306,761 | 14,687 | 1.94% | 1.62% | 85 | +71,920 | 30.62% | Q1 2026 | May 11, 2026 |
| DRAVO BAY LLC | History | Added to | 303,032 | 14,509 | 5.89% | 5.48% | 86 | +28,171 | 10.25% | Q1 2026 | May 07, 2026 |
| Oceanside Advisors LLC | History | Added to | 300,494 | 14,387 | 8.21% | 8.08% | 87 | +22,523 | 8.1% | Q1 2026 | Apr 28, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 296,727 | 14,207 | 0.81% | 0.81% | 88 | +12,841 | 4.52% | Q1 2026 | Apr 09, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 296,608 | 14,201 | 4.31% | 4.42% | 89 | +1,799 | 0.61% | Q1 2026 | Apr 15, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 285,037 | 13,647 | 4.56% | 4.16% | 90 | +54,092 | 23.42% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 284,484 | 13,621 | 0.11% | 0.15% | 91 | +16,709 | 6.24% | Q1 2026 | May 15, 2026 |
| Shira Ridge Wealth Management | History | Added to | 283,230 | 13,561 | 5.37% | 4.71% | 92 | +38,556 | 15.76% | Q1 2026 | Apr 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 278,896 | 13,353 | 0.0% | 0.0% | 93 | +46,898 | 20.21% | Q1 2026 | May 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 274,325 | 13,153 | 0.64% | 0.62% | 94 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Torren Management, LLC | History | Added to | 274,652 | 13,150 | 6.55% | 6.13% | 95 | +24,182 | 9.65% | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | Reduced | 272,865 | 13,064 | 0.1% | 0.11% | 96 | -4,739 | -1.71% | Q1 2026 | May 15, 2026 |
| Johnson Wealth Management, LLC | History | Added to | 270,080 | 12,931 | 6.24% | 6.22% | 97 | +9,542 | 3.66% | Q1 2026 | Apr 23, 2026 |
| Stratos Investment Management, LLC | History | Added to | 267,886 | 12,826 | 0.51% | 0.51% | 98 | +692 | 0.26% | Q1 2026 | Apr 28, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 265,210 | 12,698 | 1.34% | 1.98% | 99 | +42,255 | 18.95% | Q1 2026 | Apr 17, 2026 |
| Essential Planning, LLC. | History | Added to | 263,549 | 12,618 | 4.01% | 3.14% | 100 | +58,361 | 28.44% | Q1 2026 | Apr 22, 2026 |
| City State Bank | History | Added to | 263,092 | 12,596 | 3.27% | 2.57% | 101 | +67,403 | 34.44% | Q1 2026 | Apr 20, 2026 |
| Passive Capital Management, LLC. | History | Added to | 262,217 | 12,554 | 3.75% | 3.49% | 102 | +29,709 | 12.78% | Q1 2026 | May 14, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 259,454 | 12,422 | 1.73% | 2.87% | 103 | +38,211 | 17.27% | Q1 2026 | May 12, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 257,048 | 12,307 | 4.3% | 2.04% | 104 | +149,309 | 138.58% | Q1 2026 | Apr 24, 2026 |
| Disciplined Investments, LLC | History | Added to | 252,013 | 12,066 | 4.33% | 3.96% | 105 | +37,094 | 17.26% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 249,544 | 11,948 | 0.06% | 0.06% | 106 | +25,264 | 11.26% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 249,244 | 11,933 | 0.02% | 0.02% | 107 | +8,857 | 3.68% | Q1 2026 | Apr 27, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 244,701 | 11,716 | 3.04% | 2.62% | 108 | +35,774 | 17.12% | Q1 2026 | Apr 14, 2026 |
| Concord Wealth Partners | History | Added to | 240,977 | 11,537 | 1.5% | 1.45% | 109 | +7,979 | 3.42% | Q1 2026 | May 01, 2026 |
| STEVENS CAPITAL PARTNERS | History | New | 240,385 | 11,509 | 2.77% | — | 110 | +240,385 | New | Q1 2026 | Apr 24, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 233,695 | 11,189 | 2.9% | 2.77% | 111 | +9,237 | 4.12% | Q1 2026 | Apr 15, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 232,241 | 11,104 | 3.29% | 2.46% | 112 | +68,063 | 41.46% | Q1 2026 | Apr 30, 2026 |
| von Borstel & Associates, Inc. | History | Added to | 230,823 | 11,051 | 2.53% | 2.22% | 113 | +33,151 | 16.77% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Added to | 230,307 | 11,027 | 0.02% | 0.02% | 114 | +11,824 | 5.41% | Q1 2026 | May 14, 2026 |
| Wilkerson Advisory Group LLC | History | New | 225,268 | 10,785 | 3.71% | — | 115 | +225,268 | New | Q1 2026 | May 08, 2026 |
| Friday Financial | History | Added to | 219,871 | 10,527 | 3.63% | 3.38% | 116 | +19,893 | 9.95% | Q1 2026 | Apr 16, 2026 |
| WorthPointe, LLC | History | Added to | 217,823 | 10,429 | 2.82% | 2.12% | 117 | +49,456 | 29.37% | Q1 2026 | May 12, 2026 |
| Kestra Investment Management, LLC | History | Added to | 210,864 | 10,096 | 0.17% | 0.17% | 118 | +69,999 | 49.69% | Q1 2026 | May 11, 2026 |
| Yardley Wealth Management LLC | History | Added to | 208,435 | 9,979 | 5.11% | 4.96% | 119 | +13,743 | 7.06% | Q1 2026 | Apr 21, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 208,391 | 9,977 | 3.41% | 3.14% | 120 | +26,438 | 14.53% | Q1 2026 | Apr 14, 2026 |
| Peirce Capital Management, LLC | History | Added to | 196,829 | 9,424 | 3.69% | 3.58% | 121 | +9,444 | 5.04% | Q1 2026 | Apr 20, 2026 |
| AA Financial Advisors, LLC | History | New | 190,453 | 9,118 | 1.28% | — | 122 | +190,453 | New | Q1 2026 | Apr 20, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 189,473 | 9,071 | 3.91% | 4.03% | 123 | +2,059 | 1.1% | Q1 2026 | Apr 29, 2026 |
| HBE Wealth Management, LLC | History | Added to | 184,651 | 8,841 | 7.71% | 8.31% | 124 | +535 | 0.29% | Q1 2026 | Apr 28, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 181,344 | 8,682 | 1.31% | 1.29% | 125 | +5,198 | 2.95% | Q1 2026 | May 01, 2026 |
| Cetera Investment Advisers | History | Added to | 180,230 | 8,629 | 0.01% | 0.01% | 126 | +12,916 | 7.72% | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 176,834 | 8,482 | 0.19% | 0.2% | 127 | +9,503 | 5.68% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 174,362 | 8,357 | 0.02% | 0.01% | 128 | -25,182 | -12.62% | Q1 2026 | Apr 08, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 174,153 | 8,335 | 0.91% | 1.22% | 129 | +3,288 | 1.92% | Q1 2026 | Apr 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 173,442 | 8,304 | 0.26% | 0.26% | 130 | +3,773 | 2.22% | Q1 2026 | Apr 08, 2026 |
| Belleair Asset Management, LLC | History | Added to | 171,897 | 8,230 | 7.5% | 7.03% | 131 | +17,871 | 11.6% | Q1 2026 | Apr 15, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | Added to | 171,799 | 8,225 | 7.32% | 6.61% | 132 | +24,683 | 16.78% | Q1 2026 | May 12, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 170,963 | 8,185 | 0.12% | 0.12% | 133 | +9,374 | 5.8% | Q1 2026 | Apr 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 169,474 | 8,114 | 0.13% | 0.12% | 134 | +45,417 | 36.61% | Q1 2026 | May 15, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 166,229 | 7,959 | 1.11% | 0.74% | 135 | +52,511 | 46.18% | Q1 2026 | Apr 20, 2026 |
| Triumph Capital Management | History | Added to | 164,121 | 7,858 | 1.6% | 1.56% | 136 | +13,736 | 9.13% | Q1 2026 | May 13, 2026 |
| RCS Financial Planning, LLC | History | Added to | 162,515 | 7,781 | 4.04% | 3.29% | 137 | +3,417 | 2.15% | Q1 2026 | Apr 21, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 162,283 | 7,770 | 4.2% | 3.81% | 138 | +23,836 | 17.22% | Q1 2026 | May 14, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 160,987 | 7,708 | 4.01% | 2.97% | 139 | +42,718 | 36.12% | Q1 2026 | Apr 21, 2026 |
| Meredith Wealth Planning | History | Added to | 160,292 | 7,674 | 2.08% | 1.84% | 140 | +31,681 | 24.63% | Q1 2026 | Apr 27, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 159,372 | 7,630 | 3.16% | 2.82% | 141 | +10,098 | 6.76% | Q1 2026 | Apr 15, 2026 |
| Vantage Point Financial LLC | History | Added to | 157,894 | 7,559 | 2.65% | 2.62% | 142 | +5,070 | 3.32% | Q1 2026 | May 01, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 155,057 | 7,475 | 0.51% | 0.53% | 143 | +4,371 | 2.9% | Q1 2026 | Apr 29, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 155,265 | 7,434 | 2.07% | 1.96% | 144 | +20,133 | 14.9% | Q1 2026 | Apr 24, 2026 |
| Fonville Wealth Management LLC | History | Added to | 153,664 | 7,357 | 1.4% | 0.69% | 145 | +82,823 | 116.91% | Q1 2026 | Apr 20, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 151,987 | 7,277 | 4.48% | 4.38% | 146 | +6,013 | 4.12% | Q1 2026 | Apr 22, 2026 |
| HEFFERNAN ADVISORY, INC | History | Added to | 150,563 | 7,208 | 6.69% | 6.3% | 147 | +13,407 | 9.78% | Q1 2026 | Apr 27, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 149,518 | 7,158 | 2.69% | 2.3% | 148 | +25,132 | 20.2% | Q1 2026 | Apr 21, 2026 |
| Parker Financial LLC | History | Added to | 148,752 | 7,097 | 2.84% | 2.7% | 149 | +10,123 | 7.3% | Q1 2026 | Apr 21, 2026 |
| Burk Holdings LLC | History | Added to | 143,357 | 6,863 | 2.94% | 3.07% | 150 | +8,965 | 6.67% | Q1 2026 | May 07, 2026 |
| Approach Retirement Advisors, LLC | History | Reduced | 136,406 | 6,531 | 5.43% | 5.64% | 151 | -33 | -0.02% | Q1 2026 | Apr 14, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 136,349 | 6,528 | 5.5% | 5.75% | 152 | +308 | 0.23% | Q1 2026 | Apr 21, 2026 |
| BOS Asset Management, LLC | History | Added to | 134,646 | 6,446 | 1.65% | 1.05% | 153 | +52,743 | 64.4% | Q1 2026 | Apr 08, 2026 |
| Babb Wealth Advisors LLC | History | Added to | 132,004 | 6,320 | 3.45% | 3.38% | 154 | +7,128 | 5.71% | Q1 2026 | May 14, 2026 |
| New Dimensions Wealth Management, LLC | History | Reduced | 128,809 | 6,167 | 5.25% | 5.38% | 155 | -2,390 | -1.82% | Q1 2026 | May 14, 2026 |
| Kooman & Associates | History | Added to | 128,023 | 6,129 | 1.83% | 1.76% | 156 | +3,897 | 3.14% | Q1 2026 | Apr 21, 2026 |
| White Wing Wealth Management | History | Reduced | 127,113 | 6,086 | 3.65% | 3.89% | 157 | -8,845 | -6.51% | Q1 2026 | Apr 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 124,745 | 5,972 | 0.12% | 0.12% | 158 | +1,538 | 1.25% | Q1 2026 | Apr 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 121,215 | 5,803 | 0.18% | 0.31% | 159 | -51,742 | -29.92% | Q1 2026 | May 15, 2026 |
| Coston, McIsaac & Partners | History | Added to | 120,317 | 5,760 | 1.3% | 1.04% | 160 | +26,552 | 28.32% | Q1 2026 | Apr 22, 2026 |
| BURNEY CO/ | History | Reduced | 119,361 | 5,714 | 0.18% | 0.22% | 161 | -26,133 | -17.96% | Q1 2026 | Apr 29, 2026 |
| BDFS Capital LLC | History | Added to | 119,305 | 5,712 | 2.75% | 2.77% | 162 | +4,862 | 4.25% | Q1 2026 | Apr 15, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 116,103 | 5,559 | 0.25% | 0.15% | 163 | +50,390 | 76.68% | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 115,678 | 5,538 | 0.13% | 0.14% | 164 | -2,004 | -1.7% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 114,100 | 5,455 | 0.1% | 0.18% | 165 | +31,687 | 38.45% | Q1 2026 | May 01, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 112,208 | 5,372 | 2.31% | 2.5% | 166 | -2,704 | -2.35% | Q1 2026 | Apr 08, 2026 |
| SwitchPoint Financial Planning, LLC | History | Added to | 112,064 | 5,365 | 3.64% | 2.97% | 167 | +23,576 | 26.64% | Q1 2026 | Apr 29, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 108,762 | 5,207 | 0.0% | 0.0% | 168 | +56,411 | 107.76% | Q1 2026 | May 12, 2026 |
| Simplicity Wealth,LLC | History | Added to | 108,261 | 5,183 | 0.29% | 0.25% | 169 | +21,798 | 25.21% | Q1 2026 | Apr 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 107,568 | 5,150 | 0.04% | 0.04% | 170 | -13,738 | -11.33% | Q1 2026 | May 13, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 107,082 | 5,127 | 3.5% | 2.67% | 171 | +27,279 | 34.18% | Q1 2026 | Apr 21, 2026 |
| Corient Private Wealth LLC | History | Reduced | 105,992 | 5,074 | 0.01% | 0.01% | 172 | -2,991 | -2.74% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 104,951 | 5,025 | 0.03% | 0.02% | 173 | -1,227 | -1.16% | Q1 2026 | Apr 29, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Reduced | 103,148 | 4,938 | 2.84% | 3.56% | 174 | -33,229 | -24.37% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 102,711 | 4,917 | 0.01% | 0.01% | 175 | +4,550 | 4.64% | Q1 2026 | May 15, 2026 |
| Prism Planning Partners LLC | History | Added to | 102,287 | 4,897 | 5.79% | 4.97% | 176 | +9,824 | 10.62% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 101,731 | 4,870 | 0.0% | — | 177 | +101,731 | New | Q1 2026 | May 13, 2026 |
| Tencap Wealth Coaching, LLC | History | Reduced | 101,310 | 4,856 | 1.83% | 1.84% | 178 | -234 | -0.23% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 99,808 | 4,778 | 0.02% | 0.02% | 179 | +10,058 | 11.21% | Q1 2026 | Apr 30, 2026 |
| Savvy Advisors, Inc. | History | Added to | 97,554 | 4,670 | 0.12% | 0.05% | 180 | +65,093 | 200.53% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Added to | 95,843 | 4,588 | 0.0% | 0.0% | 181 | +24,715 | 34.75% | Q1 2026 | May 11, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 95,641 | 4,579 | 3.08% | 2.97% | 182 | +4,779 | 5.26% | Q1 2026 | Apr 16, 2026 |
| Aspirean Wealth, LLC | History | Added to | 94,465 | 4,522 | 4.91% | 4.62% | 183 | +6,323 | 7.17% | Q1 2026 | May 13, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 94,287 | 4,514 | 1.35% | 1.26% | 184 | +8,222 | 9.55% | Q1 2026 | Apr 10, 2026 |
| Chico Wealth RIA | History | No change | 93,864 | 4,494 | 2.75% | 2.93% | 185 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 93,494 | 4,476 | 0.02% | 0.02% | 186 | -7,283 | -7.23% | Q1 2026 | Apr 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 92,646 | 4,435 | 0.0% | 0.0% | 187 | +9,247 | 11.09% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 90,896 | 4,352 | 0.05% | 0.06% | 188 | -6,987 | -7.14% | Q1 2026 | May 11, 2026 |
| Shore Point Advisors, LLC | History | Added to | 89,286 | 4,275 | 1.69% | 1.8% | 189 | +718 | 0.81% | Q1 2026 | Apr 08, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 87,136 | 4,172 | 0.43% | 0.44% | 190 | +511 | 0.59% | Q1 2026 | Apr 08, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 83,571 | 4,001 | 0.3% | 0.31% | 191 | +5,115 | 6.52% | Q1 2026 | May 13, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 83,411 | 3,993 | 1.6% | 1.54% | 192 | +5,089 | 6.5% | Q1 2026 | May 12, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 83,053 | 3,976 | 1.87% | 1.55% | 193 | +19,652 | 31.0% | Q1 2026 | Apr 14, 2026 |
| Invst, LLC | History | Added to | 81,432 | 3,898 | 0.44% | 0.35% | 194 | +14,849 | 22.3% | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 77,365 | 3,704 | 0.05% | 0.08% | 195 | -36,764 | -32.21% | Q1 2026 | Apr 08, 2026 |
| Sowell Financial Services LLC | History | Added to | 77,001 | 3,686 | 0.14% | 0.13% | 196 | +5,323 | 7.43% | Q1 2026 | Apr 20, 2026 |
| RFG Advisory, LLC | History | Added to | 76,018 | 3,639 | 0.07% | 0.07% | 197 | +353 | 0.47% | Q1 2026 | Apr 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 71,998 | 3,447 | 0.06% | 0.07% | 198 | -27 | -0.04% | Q1 2026 | May 11, 2026 |
| Powerhouse Assets LLC | History | Added to | 68,248 | 3,267 | 2.84% | 2.63% | 199 | +5,953 | 9.56% | Q1 2026 | Apr 28, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 67,150 | 3,215 | 0.94% | 0.93% | 200 | +2,000 | 3.07% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Added to | 66,197 | 3,169 | 0.0% | 0.0% | 201 | +59,281 | 857.16% | Q1 2026 | May 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 65,372 | 3,134 | 0.11% | 0.11% | 202 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 63,337 | 3,032 | 1.82% | 1.29% | 203 | +20,516 | 47.91% | Q1 2026 | Apr 27, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 62,294 | 2,982 | 0.84% | 0.89% | 204 | -63,244 | -50.38% | Q1 2026 | Apr 16, 2026 |
| MB Generational Wealth, LLC | History | Added to | 61,829 | 2,960 | 1.64% | 1.34% | 205 | +8,975 | 16.98% | Q1 2026 | May 04, 2026 |
| Broadhurst Jeffrey B | History | Added to | 60,932 | 2,917 | 2.99% | 2.96% | 206 | +1,435 | 2.41% | Q1 2026 | May 14, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 59,881 | 2,867 | 1.64% | 1.1% | 207 | +15,768 | 35.74% | Q1 2026 | Apr 17, 2026 |
| TCP Asset Management, LLC | History | Added to | 59,580 | 2,852 | 0.37% | 0.42% | 208 | +7,440 | 14.27% | Q1 2026 | Apr 10, 2026 |
| Cerity Partners LLC | History | New | 58,091 | 2,781 | 0.0% | — | 209 | +58,091 | New | Q1 2026 | May 15, 2026 |
| ProCore Advisors, LLC | History | Reduced | 56,641 | 2,711 | 4.16% | 3.29% | 210 | -10,379 | -15.49% | Q1 2026 | Apr 23, 2026 |
| Five Oceans Advisors | History | Reduced | 56,355 | 2,698 | 0.98% | 0.96% | 211 | -175 | -0.31% | Q1 2026 | Apr 07, 2026 |
| Austin Private Wealth, LLC | History | No change | 55,493 | 2,660 | 0.2% | 0.2% | 212 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Arkadios Wealth Advisors | History | New | 54,009 | 2,585 | 0.04% | — | 213 | +54,009 | New | Q1 2026 | May 18, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 53,835 | 2,581 | 0.87% | 0.87% | 214 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 53,111 | 2,542 | 0.57% | 0.62% | 215 | -4,611 | -7.99% | Q1 2026 | Apr 22, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 52,388 | 2,508 | 0.04% | 0.04% | 216 | -3 | -0.01% | Q1 2026 | Apr 22, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 52,252 | 2,501 | 0.13% | 0.14% | 217 | -2,091 | -3.85% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 51,827 | 2,469 | 0.0% | 0.0% | 218 | +11,039 | 27.06% | Q1 2026 | May 15, 2026 |
| Hippocratic Financial Advisors, LLC | History | Reduced | 51,059 | 2,444 | 1.07% | 1.31% | 219 | -8,040 | -13.6% | Q1 2026 | Apr 21, 2026 |
| Wheels Up Wealth, Inc. | History | Reduced | 50,965 | 2,440 | 2.29% | 2.3% | 220 | -494 | -0.96% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 50,075 | 2,397 | 0.01% | 0.01% | 221 | -14,808 | -22.82% | Q1 2026 | May 04, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 48,575 | 2,325 | 0.93% | 0.93% | 222 | +1,158 | 2.44% | Q1 2026 | Apr 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 48,459 | 2,320 | 0.37% | 0.24% | 223 | +11,622 | 31.55% | Q1 2026 | May 15, 2026 |
| Tassel Capital Management, Inc. | History | New | 47,782 | 2,287 | 1.24% | — | 224 | +47,782 | New | Q1 2026 | Apr 21, 2026 |
| IFP Advisors, Inc | History | Added to | 46,757 | 2,238 | 0.05% | 0.05% | 225 | +1,361 | 3.0% | Q1 2026 | Apr 13, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 46,650 | 2,233 | 0.49% | 0.52% | 226 | -2,232 | -4.57% | Q1 2026 | Apr 23, 2026 |
| Narus Financial Partners, LLC | History | Reduced | 46,587 | 2,230 | 0.58% | 0.62% | 227 | -208 | -0.44% | Q1 2026 | Apr 21, 2026 |
| Applied Capital LLC | History | Added to | 46,460 | 2,224 | 0.83% | 0.42% | 228 | +23,916 | 106.09% | Q1 2026 | Apr 22, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 45,331 | 2,170 | 0.16% | 0.16% | 229 | -722 | -1.57% | Q1 2026 | Apr 29, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 45,153 | 2,161 | 0.76% | 0.92% | 230 | -7,590 | -14.39% | Q1 2026 | Apr 21, 2026 |
| Vigil Wealth Management, LLC | History | Added to | 43,557 | 2,085 | 1.69% | 1.57% | 231 | +4,219 | 10.72% | Q1 2026 | Apr 21, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 42,334 | 2,026 | 0.85% | 0.87% | 232 | +1,195 | 2.9% | Q1 2026 | Apr 08, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 41,026 | 1,964 | 0.48% | 0.26% | 233 | +19,048 | 86.67% | Q1 2026 | Apr 10, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 40,190 | 1,924 | 0.7% | 0.8% | 234 | -4,802 | -10.67% | Q1 2026 | Apr 27, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 39,630 | 1,897 | 0.36% | 0.38% | 235 | +952 | 2.46% | Q1 2026 | Apr 24, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 39,449 | 1,888 | 0.46% | 0.45% | 236 | +448 | 1.15% | Q1 2026 | May 01, 2026 |
| Hartmann Taylor Wealth Management, LLC | History | Reduced | 39,305 | 1,881 | 1.24% | 1.35% | 237 | -2,570 | -6.14% | Q1 2026 | Apr 22, 2026 |
| American Investment Services, Inc. | History | Added to | 38,867 | 1,860 | 0.41% | 0.4% | 238 | +2,930 | 8.15% | Q1 2026 | May 13, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 37,920 | 1,815 | 1.06% | 1.11% | 239 | -328 | -0.86% | Q1 2026 | May 07, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 37,798 | 1,809 | 0.01% | 0.01% | 240 | +2,919 | 8.37% | Q1 2026 | May 01, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 37,717 | 1,805 | 0.99% | 1.09% | 241 | -3,553 | -8.61% | Q1 2026 | Apr 22, 2026 |
| Aegis Wealth Management LLC | History | Added to | 37,555 | 1,798 | 1.03% | 0.94% | 242 | +2,870 | 8.27% | Q1 2026 | Apr 22, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Reduced | 37,263 | 1,784 | 1.43% | 1.49% | 243 | -132 | -0.35% | Q1 2026 | May 04, 2026 |
| Pathstone Holdings, LLC | History | Added to | 36,436 | 1,744 | 0.01% | 0.01% | 244 | +733 | 2.05% | Q1 2026 | May 11, 2026 |
| Linscomb Wealth, Inc. | History | New | 33,970 | 1,626 | 0.07% | — | 245 | +33,970 | New | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 33,380 | 1,593 | 0.0% | 0.0% | 246 | +7,092 | 26.98% | Q1 2026 | May 13, 2026 |
| Forza Wealth Management, LLC | History | Added to | 33,200 | 1,589 | 0.55% | 0.42% | 247 | +8,900 | 36.63% | Q1 2026 | Apr 30, 2026 |
| Modera Wealth Management, LLC | History | No change | 32,641 | 1,562 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 31,593 | 1,523 | 0.63% | 0.64% | 249 | +2,705 | 9.36% | Q1 2026 | Apr 22, 2026 |
| Capstone Wealth Management, LLC | History | Added to | 31,463 | 1,506 | 1.05% | 0.92% | 250 | +5,176 | 19.69% | Q1 2026 | Apr 16, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 30,748 | 1,472 | 0.54% | 0.52% | 251 | +1,595 | 5.47% | Q1 2026 | Apr 09, 2026 |
| BetterWealth, LLC | History | Added to | 30,074 | 1,439 | 0.28% | 0.33% | 252 | +122 | 0.41% | Q1 2026 | Apr 24, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 29,773 | 1,425 | 0.48% | 0.49% | 253 | +865 | 2.99% | Q1 2026 | Apr 17, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 29,715 | 1,422 | 0.13% | 0.14% | 254 | +550 | 1.89% | Q1 2026 | Apr 24, 2026 |
| PFG Advisors | History | Added to | 29,422 | 1,408 | 0.07% | 0.06% | 255 | +2,518 | 9.36% | Q1 2026 | May 05, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 29,215 | 1,398 | 0.9% | 0.81% | 256 | +1,719 | 6.25% | Q1 2026 | Apr 15, 2026 |
| Solutions 4 Wealth, Ltd | History | Reduced | 29,098 | 1,393 | 2.1% | 2.18% | 258 | -1,060 | -3.51% | Q1 2026 | May 05, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 29,098 | 1,393 | 0.49% | 0.49% | 257 | +429 | 1.5% | Q1 2026 | Apr 22, 2026 |
| JDH Wealth Management, LLC | History | Added to | 28,793 | 1,378 | 0.93% | 0.79% | 259 | +4,798 | 20.0% | Q1 2026 | Apr 16, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Added to | 28,462 | 1,362 | 0.38% | 0.36% | 260 | +1,299 | 4.78% | Q1 2026 | Apr 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 27,068 | 1,291 | 0.05% | 0.05% | 261 | +1,500 | 5.87% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 26,925 | 1,289 | 0.01% | — | 262 | +26,925 | New | Q1 2026 | Apr 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 26,871 | 1,286 | 0.03% | 0.03% | 263 | +3,951 | 17.24% | Q1 2026 | Apr 29, 2026 |
| Merit Financial Group, LLC | History | Added to | 26,766 | 1,281 | 0.01% | 0.0% | 264 | +21,875 | 447.25% | Q1 2026 | Apr 15, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 26,566 | 1,271 | 0.1% | 0.05% | 265 | +14,611 | 122.22% | Q1 2026 | Apr 16, 2026 |
| Geometric Wealth Advisors | History | Added to | 26,258 | 1,257 | 0.16% | 0.16% | 266 | +681 | 2.66% | Q1 2026 | May 13, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Added to | 26,004 | 1,245 | 0.98% | 0.87% | 267 | +3,110 | 13.58% | Q1 2026 | Apr 16, 2026 |
| E-Wealth Partners, LLC | History | No change | 25,345 | 1,215 | 1.02% | 1.02% | 268 | 0 | 0.0% | Q4 2025 | May 13, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | Reduced | 25,246 | 1,208 | 0.88% | 0.92% | 269 | -389 | -1.52% | Q1 2026 | Apr 17, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 24,351 | 1,165 | 0.09% | 0.07% | 270 | +4,062 | 20.02% | Q1 2026 | Apr 06, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 23,795 | 1,139 | 0.31% | 0.33% | 271 | -3,198 | -11.85% | Q1 2026 | May 14, 2026 |
| Two West Capital Advisors LLC | History | Added to | 23,821 | 1,138 | 0.6% | 0.4% | 272 | +9,513 | 66.49% | Q1 2026 | May 04, 2026 |
| CSP Financial Group, LLC | History | New | 23,461 | 1,123 | 1.15% | — | 274 | +23,461 | New | Q1 2026 | May 08, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 23,455 | 1,123 | 0.71% | 0.54% | 273 | +7,059 | 43.05% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 22,906 | 1,096 | 0.0% | 0.0% | 275 | +2,711 | 13.42% | Q1 2026 | May 13, 2026 |
| Platform Wealth Management, LLC | History | No change | 22,752 | 1,090 | 0.29% | 0.29% | 276 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PLANWISER FINANCIAL, LLC | History | New | 22,281 | 1,071 | 0.78% | — | 277 | +22,281 | New | Q1 2026 | May 12, 2026 |
| Financial Symmetry Inc | History | Added to | 20,916 | 1,001 | 0.36% | 0.26% | 278 | +7,716 | 58.45% | Q1 2026 | May 11, 2026 |
| Lutz Financial Services LLC | History | Reduced | 19,788 | 947 | 0.06% | 0.07% | 279 | -1,731 | -8.04% | Q1 2026 | May 04, 2026 |
| Blossom Wealth Management | History | Added to | 19,219 | 920 | 1.36% | 1.46% | 280 | +715 | 3.86% | Q1 2026 | Apr 28, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 18,925 | 906 | 0.02% | 0.01% | 281 | +4,331 | 29.68% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 18,579 | 889 | 0.02% | 0.02% | 282 | +752 | 4.22% | Q1 2026 | May 04, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 18,470 | 881 | 0.29% | 0.29% | 283 | +170 | 0.93% | Q1 2026 | Apr 27, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 17,710 | 847 | 0.02% | 0.02% | 284 | -2,048 | -10.37% | Q1 2026 | May 14, 2026 |
| NWAM LLC | History | Added to | 17,661 | 845 | 0.05% | 0.04% | 285 | +978 | 5.86% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | New | 17,641 | 844 | 0.0% | — | 286 | +17,641 | New | Q1 2026 | May 05, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 17,410 | 818 | 0.55% | 0.48% | 287 | +1,482 | 9.3% | Q1 2026 | May 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 16,991 | 813 | 0.03% | 0.02% | 288 | +3,263 | 23.77% | Q1 2026 | May 13, 2026 |
| Krilogy Financial LLC | History | Added to | 16,634 | 799 | 0.03% | 0.02% | 289 | +1,400 | 9.19% | Q1 2026 | Apr 17, 2026 |
| Timonier Family Office, LTD. | History | No change | 16,542 | 793 | 0.25% | 0.25% | 290 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 16,474 | 788 | 0.07% | 0.07% | 291 | +3,321 | 25.25% | Q1 2026 | May 12, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 16,435 | 786 | 0.37% | 0.36% | 292 | +1,495 | 10.01% | Q1 2026 | Apr 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 16,361 | 783 | 0.01% | 0.01% | 293 | -658 | -3.87% | Q1 2026 | Apr 27, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 16,176 | 774 | 0.27% | 0.29% | 294 | -110 | -0.68% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 16,028 | 767 | 0.02% | 0.02% | 295 | +1,243 | 8.41% | Q1 2026 | May 11, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 16,017 | 766 | 0.42% | 0.49% | 296 | -212 | -1.31% | Q1 2026 | Apr 16, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 15,860 | 759 | 0.06% | 0.06% | 297 | +35 | 0.22% | Q1 2026 | May 15, 2026 |
| Nautilus Advisors LLC | History | Reduced | 15,791 | 756 | 0.52% | 0.52% | 298 | -944 | -5.64% | Q1 2026 | Apr 17, 2026 |
| IHT Wealth Management, LLC | History | New | 15,512 | 742 | 0.02% | — | 299 | +15,512 | New | Q1 2026 | May 15, 2026 |
| HFG Wealth Management, LLC | History | Added to | 15,468 | 740 | 0.41% | 0.39% | 300 | +755 | 5.13% | Q1 2026 | Apr 22, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 15,417 | 738 | 0.16% | 0.16% | 301 | +1,175 | 8.25% | Q1 2026 | May 12, 2026 |
| Integrated Advisors Network LLC | History | Added to | 15,216 | 728 | 0.04% | 0.02% | 302 | +7,875 | 107.27% | Q1 2026 | Apr 28, 2026 |
| Navigoe, LLC | History | No change | 15,085 | 722 | 0.43% | 0.45% | 303 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Straight Path Wealth Management | History | Added to | 14,992 | 717 | 0.19% | 0.17% | 304 | +1,598 | 11.93% | Q1 2026 | Apr 22, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 14,860 | 711 | 0.62% | 0.52% | 305 | +2,654 | 21.74% | Q1 2026 | May 04, 2026 |
| Warburton Capital Management, LLC | History | Added to | 14,668 | 704 | 0.34% | 0.29% | 306 | +3,787 | 34.8% | Q1 2026 | May 01, 2026 |
| CLG LLC | History | No change | 14,594 | 698 | 0.17% | 0.17% | 307 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Donalies Financial Planning, LLC | History | Reduced | 14,549 | 696 | 0.59% | 0.6% | 308 | -34 | -0.23% | Q1 2026 | May 05, 2026 |
| Williams & Novak, LLC | History | Reduced | 13,855 | 663 | 0.5% | 0.6% | 309 | -2,793 | -16.78% | Q1 2026 | Apr 20, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 13,577 | 650 | 0.03% | 0.04% | 310 | -1,257 | -8.47% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 12,763 | 611 | 0.01% | 0.01% | 311 | +7,402 | 138.07% | Q1 2026 | May 15, 2026 |
| Eaton-Cambridge Inc. | History | No change | 12,724 | 609 | 0.19% | 0.2% | 312 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | Added to | 12,629 | 604 | 0.27% | 0.27% | 313 | +112 | 0.89% | Q1 2026 | Apr 15, 2026 |
| Worth Asset Management, LLC | History | New | 12,578 | 602 | 0.22% | — | 314 | +12,578 | New | Q1 2026 | Apr 17, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Added to | 12,342 | 590 | 0.61% | 0.57% | 315 | +1,491 | 13.74% | Q1 2026 | May 04, 2026 |
| Accurate Wealth Management, LLC | History | New | 12,132 | 582 | 0.07% | — | 316 | +12,132 | New | Q1 2026 | Apr 22, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 11,860 | 567 | 0.07% | 0.07% | 317 | +864 | 7.86% | Q1 2026 | Apr 27, 2026 |
| Prospera Financial Services Inc | History | New | 11,838 | 566 | 0.01% | — | 318 | +11,838 | New | Q1 2026 | Apr 14, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 11,711 | 562 | 0.16% | 0.1% | 319 | +5,369 | 84.66% | Q1 2026 | Apr 27, 2026 |
| Stewardship Advisors, LLC | History | Added to | 11,333 | 542 | 0.12% | 0.12% | 320 | +423 | 3.88% | Q1 2026 | Apr 17, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Added to | 11,335 | 542 | 0.18% | 0.19% | 321 | +353 | 3.21% | Q1 2026 | May 08, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 10,867 | 520 | 0.18% | 0.19% | 322 | +28 | 0.26% | Q1 2026 | Apr 23, 2026 |
| Core Wealth Management, Inc. | History | Reduced | 10,513 | 503 | 0.15% | 0.16% | 323 | -2 | -0.02% | Q1 2026 | Apr 28, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 10,360 | 496 | 0.0% | — | 324 | +10,360 | New | Q1 2026 | May 12, 2026 |
| Vistica Wealth Advisors, LLC | History | Reduced | 10,338 | 494 | 0.49% | 0.5% | 325 | -62 | -0.6% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 10,021 | 479 | 0.23% | 0.3% | 326 | -4,338 | -30.21% | Q1 2026 | May 14, 2026 |
| Facet Wealth, Inc. | History | New | 9,982 | 477 | 0.01% | — | 327 | +9,982 | New | Q1 2026 | May 07, 2026 |
| Everest Financial Group LLC | History | New | 9,895 | 473 | 0.08% | — | 328 | +9,895 | New | Q1 2026 | May 15, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 9,856 | 471 | 0.15% | 0.17% | 329 | -181 | -1.8% | Q1 2026 | Apr 15, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 9,344 | 447 | 0.4% | — | 330 | +9,344 | New | Q1 2026 | May 07, 2026 |
| Forum Financial Management, LP | History | Reduced | 9,058 | 433 | 0.01% | 0.01% | 331 | -1,928 | -17.55% | Q1 2026 | Apr 23, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 8,844 | 423 | 0.04% | 0.15% | 332 | -21,085 | -70.45% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 8,708 | 416 | 0.0% | 0.0% | 333 | +719 | 9.0% | Q1 2026 | May 13, 2026 |
| OMNI 360 Wealth, Inc. | History | Added to | 8,663 | 414 | 0.21% | 0.2% | 334 | +382 | 4.61% | Q1 2026 | Apr 10, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 8,532 | 408 | 0.02% | 0.02% | 335 | +4,233 | 98.46% | Q1 2026 | Apr 22, 2026 |
| Oath Planning, LLC | History | Reduced | 8,482 | 406 | 0.36% | 0.41% | 338 | -222 | -2.55% | Q1 2026 | May 08, 2026 |
| Shearwater Capital LLC | History | Added to | 8,495 | 406 | 0.21% | 0.23% | 337 | +1 | 0.01% | Q1 2026 | Apr 09, 2026 |
| Austin Asset Management Co Inc | History | No change | 8,490 | 406 | 0.07% | 0.07% | 336 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 8,335 | 399 | 0.0% | 0.01% | 339 | -24,553 | -74.66% | Q1 2026 | May 13, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 8,302 | 397 | 0.19% | 0.18% | 340 | +615 | 8.0% | Q1 2026 | May 14, 2026 |
| Aspen Wealth Management LLC | History | New | 8,155 | 390 | 0.08% | — | 341 | +8,155 | New | Q1 2026 | Apr 01, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 8,009 | 383 | 0.04% | 0.06% | 342 | -1,111 | -12.18% | Q1 2026 | Apr 23, 2026 |
| McCartney Wealth Management LLC | History | Reduced | 7,967 | 381 | 0.32% | 0.37% | 343 | -871 | -9.86% | Q1 2026 | May 11, 2026 |
| Annandale Capital, LLC | History | No change | 7,842 | 375 | 0.05% | 0.04% | 344 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Seaside Wealth Management, Inc. | History | Reduced | 7,658 | 366 | 0.1% | 0.12% | 345 | -823 | -9.7% | Q1 2026 | May 01, 2026 |
| Cogent Private Wealth, Inc. | History | No change | 7,550 | 361 | 0.26% | 0.28% | 346 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 7,375 | 354 | 0.03% | 0.03% | 347 | +5 | 0.07% | Q1 2026 | Apr 20, 2026 |
| CITADEL ADVISORS LLC | History | New | 7,103 | 340 | 0.0% | — | 348 | +7,103 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 6,833 | 327 | 0.0% | 0.0% | 349 | +628 | 10.12% | Q1 2026 | May 15, 2026 |
| International Private Wealth Advisors LLC | History | New | 6,822 | 326 | 0.2% | — | 350 | +6,822 | New | Q1 2026 | Apr 21, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 6,638 | 317 | 0.12% | 0.12% | 351 | +528 | 8.64% | Q1 2026 | Apr 17, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 6,604 | 316 | 0.08% | 0.08% | 352 | +233 | 3.66% | Q1 2026 | Apr 29, 2026 |
| World Investment Advisors | History | Reduced | 6,507 | 311 | 0.01% | 0.01% | 353 | -3 | -0.05% | Q1 2026 | Apr 27, 2026 |
| Matisse Capital | History | No change | 6,500 | 311 | 0.13% | 0.14% | 354 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 6,468 | 309 | 0.25% | — | 355 | +6,468 | New | Q1 2026 | May 11, 2026 |
| Claris Financial LLC | History | Added to | 6,442 | 308 | 0.17% | 0.15% | 356 | +556 | 9.45% | Q1 2026 | May 18, 2026 |
| marrick wealth, LLC | History | Reduced | 6,313 | 302 | 0.25% | 0.34% | 357 | -2,331 | -26.97% | Q1 2026 | Apr 15, 2026 |
| Abel Hall, LLC | History | Added to | 6,241 | 298 | 0.06% | 0.07% | 358 | +28 | 0.45% | Q1 2026 | Apr 28, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Added to | 6,155 | 294 | 0.06% | 0.05% | 359 | +854 | 16.11% | Q1 2026 | Apr 14, 2026 |
| Plancorp, LLC | History | Added to | 6,100 | 292 | 0.01% | 0.01% | 360 | +11 | 0.18% | Q1 2026 | Apr 14, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 6,083 | 291 | 0.07% | 0.06% | 361 | +963 | 18.81% | Q1 2026 | Apr 09, 2026 |
| JM2 Capital Inc. | History | Added to | 6,065 | 290 | 0.24% | 0.23% | 362 | +95 | 1.59% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Reduced | 6,031 | 288 | 0.0% | 0.0% | 363 | -5,531 | -47.84% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 5,949 | 284 | 0.01% | 0.01% | 364 | +664 | 12.56% | Q1 2026 | May 01, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 5,897 | 282 | 0.0% | 0.0% | 365 | +3 | 0.05% | Q1 2026 | May 14, 2026 |
| Trust Point Inc. | History | New | 5,879 | 281 | 0.02% | — | 366 | +5,879 | New | Q1 2026 | Apr 15, 2026 |
| Security Financial Services, INC. | History | Added to | 5,837 | 279 | 0.04% | 0.04% | 367 | +615 | 11.78% | Q1 2026 | May 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 5,796 | 277 | 0.02% | 0.02% | 368 | -200 | -3.34% | Q1 2026 | Apr 20, 2026 |
| LAM GROUP, INC. | History | Added to | 5,585 | 267 | 0.15% | 0.15% | 369 | +10 | 0.18% | Q1 2026 | Apr 22, 2026 |
| Capstone Wealth Management, Inc. | History | Added to | 5,337 | 255 | 0.22% | 0.22% | 370 | +9 | 0.17% | Q1 2026 | May 15, 2026 |
| XY Planning Network, Inc. | History | Reduced | 5,208 | 249 | 0.04% | 0.63% | 371 | -69,743 | -93.05% | Q1 2026 | Apr 14, 2026 |
| BankChampaign, National Association | History | Added to | 5,059 | 242 | 0.24% | 0.24% | 373 | +5,039 | 25195.0% | Q1 2026 | May 21, 2026 |
| Investmark Advisory Group LLC | History | Added to | 5,070 | 242 | 0.1% | 0.1% | 372 | +7 | 0.14% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 5,017 | 240 | 0.01% | 0.01% | 374 | +62 | 1.25% | Q1 2026 | May 13, 2026 |
| Concorde Asset Management, LLC | History | No change | 4,978 | 238 | 0.1% | 0.1% | 375 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| rebel Financial LLC | History | Added to | 4,950 | 237 | 0.1% | 0.1% | 376 | +81 | 1.66% | Q1 2026 | Apr 24, 2026 |
| Sanchez Levi Garrett | History | New | 4,938 | 236 | 0.15% | — | 377 | +4,938 | New | Q1 2026 | May 15, 2026 |
| ATLas Financial Planning LLC | History | No change | 4,850 | 232 | 0.21% | 0.23% | 378 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FinDec Wealth Services, Inc. | History | No change | 4,836 | 231 | 0.28% | 0.25% | 379 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TCFG Investment Advisors, LLC | History | New | 4,811 | 230 | 0.09% | — | 381 | +4,811 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 4,811 | 230 | 0.09% | 0.08% | 380 | +342 | 7.65% | Q1 2026 | Apr 23, 2026 |
| Brookstone Capital Management | History | New | 4,669 | 223 | 0.0% | — | 383 | +4,669 | New | Q1 2026 | Apr 16, 2026 |
| Midwest Trust Co | History | Added to | 4,660 | 223 | 0.0% | 0.0% | 382 | +162 | 3.6% | Q1 2026 | May 01, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,617 | 221 | 0.01% | 0.01% | 384 | +317 | 7.37% | Q1 2026 | Apr 17, 2026 |
| 25 LLC | History | Added to | 4,607 | 220 | 0.07% | 0.07% | 385 | +320 | 7.46% | Q1 2026 | Apr 20, 2026 |
| Investment Advisory Group, LLC | History | No change | 4,365 | 208 | 0.05% | 0.05% | 386 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CENTRAL TRUST Co | History | Added to | 4,300 | 205 | 0.0% | 0.0% | 387 | +550 | 14.67% | Q1 2026 | Apr 17, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 4,293 | 205 | 0.11% | 0.1% | 388 | +427 | 11.05% | Q1 2026 | May 15, 2026 |
| Citrine Capital LLC | History | New | 4,229 | 202 | 0.09% | — | 389 | +4,229 | New | Q1 2026 | Apr 21, 2026 |
| Millstone Evans Group, LLC | History | Added to | 3,933 | 188 | 0.11% | 0.11% | 390 | +43 | 1.11% | Q1 2026 | Apr 30, 2026 |
| ROGCO, LP | History | No change | 3,468 | 166 | 0.06% | 0.05% | 391 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 3,360 | 160 | 0.12% | 0.13% | 392 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 3,215 | 154 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 3,215 | 153 | 0.0% | — | 394 | +3,215 | New | Q1 2026 | May 01, 2026 |
| FMR LLC | History | New | 3,185 | 152 | 0.0% | — | 395 | +3,185 | New | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 2,886 | 138 | 0.0% | 0.01% | 396 | -443 | -13.31% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 2,676 | 128 | 0.0% | 0.0% | 397 | +494 | 22.64% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 2,459 | 117 | 0.0% | 0.0% | 398 | +159 | 6.91% | Q1 2026 | May 11, 2026 |
| Smallwood Wealth Investment Management, LLC | History | New | 2,000 | 95 | 0.05% | — | 399 | +2,000 | New | Q1 2026 | Apr 22, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 1,973 | 94 | 0.05% | 0.05% | 400 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Topsail Wealth Management, LLC | History | New | 1,929 | 92 | 0.01% | — | 401 | +1,929 | New | Q1 2026 | Apr 21, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,774 | 84 | 0.01% | 0.01% | 402 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Tradewinds Capital Management, LLC | History | Added to | 1,700 | 81 | 0.02% | 0.02% | 403 | +5 | 0.29% | Q1 2026 | Apr 14, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 1,668 | 79 | 0.02% | 0.01% | 404 | +626 | 60.08% | Q1 2026 | May 05, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 1,346 | 64 | 0.01% | 0.01% | 406 | +860 | 176.95% | Q1 2026 | May 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,341 | 64 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 1,308 | 62 | 0.0% | 0.0% | 407 | -586 | -30.94% | Q1 2026 | Apr 24, 2026 |
| Kilter Group LLC | History | No change | 1,130 | 54 | 0.02% | 0.02% | 408 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arlington Trust Co LLC | History | New | 1,111 | 53 | 0.0% | — | 409 | +1,111 | New | Q1 2026 | Apr 08, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 1,076 | 51 | 0.02% | 0.01% | 410 | +370 | 52.41% | Q1 2026 | Apr 24, 2026 |
| Parallel Advisors, LLC | History | No change | 860 | 41 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rossby Financial, LCC | History | No change | 817 | 39 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 814 | 38 | 0.0% | — | 413 | +814 | New | Q1 2026 | May 15, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 741 | 35 | 0.0% | 0.0% | 414 | +2 | 0.27% | Q1 2026 | Apr 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 750 | 35 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | No change | 740 | 35 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 719 | 34 | 0.0% | 0.0% | 417 | +29 | 4.2% | Q1 2026 | May 07, 2026 |
| MilWealth Group LLC | History | No change | 581 | 27 | 0.01% | 0.01% | 418 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| RHL GROUP, LLC | History | New | 502 | 24 | 0.02% | — | 419 | +502 | New | Q1 2026 | May 13, 2026 |
| Wellington Grp LLC | History | No change | 427 | 20 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| Atlantic Union Bankshares Corp | History | New | 411 | 19 | 0.0% | — | 422 | +411 | New | Q1 2026 | May 12, 2026 |
| Orion Capital Management LLC | History | No change | 415 | 19 | 0.01% | 0.01% | 421 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 315 | 15 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rialto Wealth Management, LLC | History | No change | 315 | 15 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 258 | 12 | 0.0% | 0.0% | 425 | -24,539 | -98.96% | Q1 2026 | May 11, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 267 | 12 | 0.01% | 0.01% | 426 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| VANGUARD ADVISERS INC | History | New | 135 | 6 | 0.0% | — | 427 | +135 | New | Q1 2026 | May 08, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 113 | 5 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | New | 57 | 2 | 0.01% | — | 429 | +57 | New | Q1 2026 | May 12, 2026 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -124,188 | -100.0% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.01% | — | -90,776 | -100.0% | Q1 2026 | May 01, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -33,886 | -100.0% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -23,582 | -100.0% | Q1 2026 | May 01, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,489 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Ethos Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -14,425 | -100.0% | Q1 2026 | May 05, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,806 | -100.0% | Q1 2026 | May 15, 2026 |
| Tanager Wealth Management LLP | History | Closed out | 0 | 0 | — | 0.05% | — | -10,748 | -100.0% | Q1 2026 | Apr 20, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,913 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Pioneer Wealth Management Group | History | Closed out | 0 | 0 | — | 0.12% | — | -8,350 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,592 | -100.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,300 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,605 | -100.0% | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -316 | -100.0% | Q1 2026 | May 14, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | Apr 23, 2026 |
| SIGNATUREFD, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |