Dimensional ETF Trust - DFSU
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Retirement Solution LLC | History | Added to | 5,466,368 | 224,613 | 53.13% | 52.18% | 1 | +42,178 | 0.78% | Q1 2026 | May 11, 2026 |
| AWM CAPITAL, LLC | History | Added to | 3,280,951 | 134,814 | 12.2% | 12.0% | 2 | +236,449 | 7.77% | Q1 2026 | May 12, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 2,401,564 | 98,680 | 11.07% | 11.71% | 3 | +73 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MASECO LLP | History | Added to | 2,024,355 | 83,251 | 2.61% | 3.69% | 4 | +70,674 | 3.62% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Wealth | History | Added to | 1,932,561 | 81,560 | 0.09% | 0.09% | 5 | +47,621 | 2.53% | Q1 2026 | May 14, 2026 |
| Citrine Capital LLC | History | Added to | 1,379,142 | 56,668 | 24.57% | 26.0% | 6 | +89,352 | 6.93% | Q1 2026 | Apr 21, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 1,281,712 | 52,665 | 4.81% | 5.3% | 7 | +38,512 | 3.1% | Q1 2026 | Apr 24, 2026 |
| Pathstone Holdings, LLC | History | Added to | 1,232,278 | 50,634 | 0.2% | 0.17% | 8 | +204,376 | 19.88% | Q1 2026 | May 11, 2026 |
| LongView Asset Management LLC | History | No change | 708,054 | 30,750 | 21.44% | 21.44% | 9 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EP Wealth Advisors, LLC | History | New | 704,102 | 28,931 | 0.14% | — | 10 | +704,102 | New | Q1 2026 | May 14, 2026 |
| Five Oceans Advisors | History | Added to | 467,329 | 19,202 | 6.95% | 6.73% | 11 | +28,558 | 6.51% | Q1 2026 | Apr 07, 2026 |
| Savant Capital, LLC | History | Added to | 457,115 | 18,782 | 0.09% | 0.02% | 12 | +384,801 | 532.13% | Q1 2026 | May 04, 2026 |
| Forum Financial Management, LP | History | Added to | 449,583 | 18,473 | 0.26% | 0.25% | 13 | +9,930 | 2.26% | Q1 2026 | Apr 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 429,942 | 17,799 | 0.04% | 0.03% | 14 | -53,091 | -10.99% | Q1 2026 | Apr 08, 2026 |
| Apella Capital, LLC | History | Added to | 395,443 | 17,766 | 0.26% | 0.25% | 15 | +100,752 | 34.19% | Q1 2026 | Apr 20, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 409,228 | 16,815 | 0.24% | 0.28% | 16 | +4,948 | 1.22% | Q1 2026 | Apr 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 404,666 | 16,627 | 0.17% | 0.21% | 17 | +5,951 | 1.49% | Q1 2026 | May 13, 2026 |
| Heritage Financial Services, LLC | History | No change | 364,066 | 15,811 | 1.32% | 1.32% | 18 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 383,194 | 15,745 | 0.02% | 0.02% | 19 | +93,433 | 32.24% | Q1 2026 | May 15, 2026 |
| Gibson Capital, LLC | History | No change | 375,765 | 15,440 | 2.87% | 2.99% | 20 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 337,037 | 13,848 | 0.07% | 0.09% | 21 | +48,924 | 16.98% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 297,206 | 12,212 | 0.69% | 0.82% | 22 | -21,253 | -6.67% | Q1 2026 | Apr 30, 2026 |
| Triune Financial Partners, LLC | History | Added to | 281,713 | 11,575 | 2.75% | 2.81% | 23 | +8,998 | 3.3% | Q1 2026 | Apr 30, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 270,992 | 11,135 | 0.59% | 0.61% | 24 | +14,239 | 5.55% | Q1 2026 | Apr 27, 2026 |
| Wealth Architects, LLC | History | Reduced | 267,085 | 10,974 | 0.98% | 1.05% | 25 | -2,326 | -0.86% | Q1 2026 | May 15, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 243,936 | 10,959 | 4.51% | 4.56% | 26 | +17,850 | 7.9% | Q1 2026 | Apr 22, 2026 |
| Betterment LLC | History | Added to | 261,727 | 10,754 | 0.02% | 0.02% | 27 | +8,608 | 3.4% | Q1 2026 | May 14, 2026 |
| New Capital Management LP | History | Reduced | 247,490 | 10,169 | 2.51% | 2.91% | 28 | -18,827 | -7.07% | Q1 2026 | Apr 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 228,918 | 9,406 | 0.09% | 0.09% | 29 | +13,091 | 6.07% | Q1 2026 | May 08, 2026 |
| Elser Financial Planning, Inc | History | New | 226,039 | 9,278 | 0.45% | — | 30 | +226,039 | New | Q1 2026 | Apr 15, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 210,344 | 8,643 | 1.06% | 1.16% | 31 | -435 | -0.21% | Q1 2026 | Apr 23, 2026 |
| NWAM LLC | History | Added to | 209,350 | 8,602 | 0.49% | 0.5% | 32 | +3,115 | 1.51% | Q1 2026 | May 04, 2026 |
| Momentous Wealth Management, Inc. | History | Added to | 194,063 | 7,974 | 4.56% | 4.54% | 33 | +9,767 | 5.3% | Q1 2026 | May 11, 2026 |
| Planning Center, Inc. | History | Added to | 184,743 | 7,591 | 0.77% | 0.81% | 34 | +2,081 | 1.14% | Q1 2026 | Apr 28, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 182,814 | 7,511 | 0.46% | 0.54% | 35 | -7,479 | -3.93% | Q1 2026 | Apr 20, 2026 |
| Corient Private Wealth LLC | History | Added to | 213,774 | 7,294 | 0.01% | 0.01% | 36 | +45,049 | 26.7% | Q1 2026 | May 15, 2026 |
| Broadhurst Jeffrey B | History | Added to | 168,250 | 6,913 | 7.09% | 6.91% | 37 | +14,999 | 9.79% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 167,718 | 6,891 | 0.0% | 0.0% | 38 | +21,019 | 14.33% | Q1 2026 | May 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 151,398 | 6,220 | 0.03% | 0.04% | 39 | +65 | 0.04% | Q1 2026 | Apr 30, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 145,937 | 5,996 | 2.87% | 2.91% | 40 | +13,904 | 10.53% | Q1 2026 | Apr 09, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 144,120 | 5,921 | 2.12% | 2.21% | 41 | +355 | 0.25% | Q1 2026 | Apr 14, 2026 |
| Donalies Financial Planning, LLC | History | Reduced | 135,124 | 5,552 | 4.73% | 5.0% | 42 | -36 | -0.03% | Q1 2026 | May 05, 2026 |
| Composition Wealth, LLC | History | Reduced | 132,540 | 5,446 | 0.07% | 0.09% | 43 | -10,305 | -7.21% | Q1 2026 | Apr 08, 2026 |
| RAM Investment Partners, LLC | History | Added to | 128,615 | 5,284 | 0.93% | 0.95% | 44 | +7,511 | 6.2% | Q1 2026 | May 04, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 128,008 | 5,259 | 0.47% | 0.52% | 45 | +32 | 0.03% | Q1 2026 | May 14, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 124,143 | 5,101 | 2.31% | 2.48% | 46 | +291 | 0.23% | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | Added to | 122,131 | 5,018 | 0.01% | 0.0% | 47 | +84,092 | 221.07% | Q1 2026 | May 15, 2026 |
| Equita Financial Network, Inc. | History | Added to | 119,102 | 4,893 | 1.54% | 1.3% | 48 | +19,418 | 19.48% | Q1 2026 | Apr 23, 2026 |
| Foster Group, Inc. | History | Added to | 117,845 | 4,842 | 0.14% | 0.15% | 49 | +777 | 0.66% | Q1 2026 | Apr 13, 2026 |
| Aspen Capital Management, LLC | History | Reduced | 114,276 | 4,695 | 1.16% | 1.28% | 50 | -4,595 | -3.87% | Q1 2026 | Apr 17, 2026 |
| Root Financial Partners, LLC | History | Added to | 114,109 | 4,688 | 0.22% | 0.12% | 51 | +57,862 | 102.87% | Q1 2026 | Apr 24, 2026 |
| MB Generational Wealth, LLC | History | Added to | 104,960 | 4,312 | 2.38% | 2.28% | 52 | +5,796 | 5.84% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 98,810 | 4,060 | 0.01% | 0.01% | 53 | +2,160 | 2.23% | Q1 2026 | Apr 27, 2026 |
| Northland Capital Management LLC | History | Reduced | 98,160 | 4,033 | 2.21% | 3.19% | 54 | -33,081 | -25.21% | Q1 2026 | Apr 21, 2026 |
| Addison Advisors LLC | History | Added to | 97,618 | 4,011 | 0.89% | 0.93% | 55 | +2,336 | 2.45% | Q1 2026 | May 08, 2026 |
| Truepoint, Inc. | History | Added to | 92,377 | 3,795 | 0.08% | 0.09% | 56 | +486 | 0.53% | Q1 2026 | May 08, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 83,251 | 3,736 | 0.08% | 0.09% | 57 | +1,628 | 1.99% | Q1 2026 | May 04, 2026 |
| Asset Dedication, LLC | History | No change | 84,799 | 3,682 | 0.24% | 0.24% | 58 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Syverson Strege & Co | History | Reduced | 87,842 | 3,609 | 0.87% | 0.9% | 59 | -93 | -0.11% | Q1 2026 | May 04, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 86,786 | 3,566 | 0.06% | 0.05% | 60 | +21,065 | 32.05% | Q1 2026 | Apr 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 85,436 | 3,510 | 0.0% | 0.0% | 61 | +7,384 | 9.46% | Q1 2026 | May 14, 2026 |
| Wheels Up Wealth, Inc. | History | Reduced | 83,718 | 3,439 | 3.23% | 3.4% | 62 | -313 | -0.37% | Q1 2026 | May 12, 2026 |
| Longview Financial Advisors LLC | History | Added to | 71,298 | 2,929 | 1.59% | 1.49% | 63 | +8,882 | 14.23% | Q1 2026 | Apr 20, 2026 |
| Burton Enright Welch | History | Added to | 70,277 | 2,887 | 0.39% | 0.36% | 64 | +10,557 | 17.68% | Q1 2026 | May 01, 2026 |
| Level Financial Advisors | History | Reduced | 68,101 | 2,798 | 0.71% | 0.8% | 65 | -1,164 | -1.68% | Q1 2026 | Apr 10, 2026 |
| Premier Financial Group | History | Added to | 67,122 | 2,796 | 0.48% | 0.75% | 66 | +1,278 | 1.94% | Q1 2026 | May 05, 2026 |
| Babb Wealth Advisors LLC | History | Added to | 63,664 | 2,615 | 1.43% | 1.44% | 67 | +4,748 | 8.06% | Q1 2026 | May 14, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 60,550 | 2,487 | 0.88% | 0.94% | 68 | +805 | 1.35% | Q1 2026 | Apr 21, 2026 |
| Vise Technologies, Inc. | History | No change | 56,589 | 2,457 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sensenig Capital Advisors, Inc | History | Reduced | 59,795 | 2,456 | 2.52% | 3.01% | 70 | -8,347 | -12.25% | Q1 2026 | Apr 14, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 50,107 | 2,284 | 0.82% | 0.84% | 71 | +1,061 | 2.16% | Q1 2026 | May 08, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 55,352 | 2,274 | 0.25% | 0.24% | 72 | +4,817 | 9.53% | Q1 2026 | Apr 08, 2026 |
| BetterWealth, LLC | History | Reduced | 55,184 | 2,267 | 0.44% | 0.55% | 73 | -649 | -1.16% | Q1 2026 | Apr 24, 2026 |
| Flagstone Financial Management | History | Added to | 53,949 | 2,216 | 0.55% | 0.58% | 74 | +2,056 | 3.96% | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 53,634 | 2,203 | 0.01% | 0.01% | 75 | +10,035 | 23.02% | Q1 2026 | Apr 24, 2026 |
| United Wealth Management, LLC | History | Added to | 51,732 | 2,125 | 0.53% | 0.58% | 76 | +58 | 0.11% | Q1 2026 | May 01, 2026 |
| RW Investment Management LLC | History | New | 50,391 | 2,070 | 0.2% | — | 77 | +50,391 | New | Q1 2026 | Apr 28, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Reduced | 49,401 | 2,029 | 0.19% | 0.21% | 78 | -238 | -0.48% | Q1 2026 | Apr 23, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 49,289 | 2,025 | 0.0% | 0.0% | 79 | +38,481 | 356.04% | Q1 2026 | May 12, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 49,004 | 2,013 | 0.2% | 0.21% | 80 | +847 | 1.76% | Q1 2026 | May 05, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 47,597 | 1,955 | 1.45% | 0.78% | 82 | +23,753 | 99.62% | Q1 2026 | Apr 20, 2026 |
| XY Planning Network, Inc. | History | Added to | 47,203 | 1,955 | 0.31% | 0.35% | 81 | +319 | 0.68% | Q1 2026 | Apr 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 46,643 | 1,916 | 0.01% | 0.01% | 83 | -2,431 | -4.95% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 45,976 | 1,904 | 0.02% | 0.02% | 85 | +9,961 | 27.66% | Q1 2026 | Apr 07, 2026 |
| Financial Connections Group, Inc. | History | Added to | 46,359 | 1,904 | 0.66% | 0.67% | 84 | +1,201 | 2.66% | Q1 2026 | May 01, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 46,234 | 1,899 | 0.46% | 0.56% | 86 | -7,719 | -14.31% | Q1 2026 | May 01, 2026 |
| Creative Capital Management Investments LLC | History | Added to | 42,571 | 1,749 | 0.5% | 0.22% | 87 | +25,714 | 152.54% | Q1 2026 | Apr 21, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 42,290 | 1,737 | 0.98% | 0.99% | 88 | +1,724 | 4.25% | Q1 2026 | May 14, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 40,838 | 1,678 | 0.66% | 0.69% | 89 | +115 | 0.28% | Q1 2026 | Apr 23, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 40,579 | 1,667 | 0.7% | 0.73% | 90 | +2,905 | 7.71% | Q1 2026 | Apr 08, 2026 |
| Morling Financial Advisors, LLC | History | Reduced | 39,429 | 1,620 | 0.5% | 0.55% | 91 | -757 | -1.88% | Q1 2026 | May 06, 2026 |
| Monument Group Wealth Advisors, LLC | History | Added to | 39,122 | 1,607 | 0.89% | 0.69% | 92 | +9,935 | 34.04% | Q1 2026 | Apr 22, 2026 |
| Trellis Wealth Advisors LLC | History | Reduced | 39,031 | 1,603 | 0.61% | 0.87% | 93 | -11,980 | -23.49% | Q1 2026 | Apr 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 37,214 | 1,529 | 0.02% | 0.02% | 94 | -1,187 | -3.09% | Q1 2026 | May 06, 2026 |
| Wolfstich Capital, LLC | History | Reduced | 38,319 | 1,528 | 1.34% | 1.56% | 95 | -692 | -1.77% | Q1 2026 | Apr 21, 2026 |
| Caprock Group, LLC | History | Added to | 36,876 | 1,515 | 0.04% | 0.03% | 96 | +81 | 0.22% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 35,928 | 1,476 | 0.0% | 0.0% | 97 | -749 | -2.04% | Q1 2026 | May 12, 2026 |
| Cambridge Financial Group, LLC | History | Added to | 34,956 | 1,436 | 0.49% | 0.41% | 98 | +3,858 | 12.41% | Q1 2026 | Apr 08, 2026 |
| Greenspring Advisors, LLC | History | Added to | 34,474 | 1,416 | 0.09% | 0.08% | 99 | +4,033 | 13.25% | Q1 2026 | May 04, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 34,319 | 1,410 | 0.15% | 0.16% | 100 | -98 | -0.28% | Q1 2026 | May 12, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 33,517 | 1,377 | 0.47% | 0.18% | 101 | +21,882 | 188.07% | Q1 2026 | Apr 17, 2026 |
| von Borstel & Associates, Inc. | History | Added to | 33,415 | 1,373 | 0.31% | 0.25% | 102 | +9,042 | 37.1% | Q1 2026 | May 12, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 29,579 | 1,352 | 0.08% | 0.08% | 103 | +611 | 2.11% | Q1 2026 | May 14, 2026 |
| Mason & Associates Inc | History | Added to | 33,517 | 1,337 | 0.26% | 0.26% | 104 | +1,119 | 3.45% | Q1 2026 | Apr 30, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 32,522 | 1,336 | 0.35% | 0.39% | 105 | -675 | -2.03% | Q1 2026 | May 05, 2026 |
| Cordant, Inc. | History | Added to | 32,470 | 1,334 | 0.54% | 0.33% | 106 | +14,336 | 79.06% | Q1 2026 | Apr 13, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Added to | 31,869 | 1,309 | 0.32% | 0.31% | 107 | +1,943 | 6.49% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 31,749 | 1,304 | 0.0% | 0.0% | 108 | -12,829 | -28.78% | Q1 2026 | May 04, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 31,383 | 1,289 | 0.18% | 0.18% | 109 | +765 | 2.5% | Q1 2026 | Apr 24, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 30,987 | 1,273 | 0.44% | 0.45% | 110 | +4,575 | 17.32% | Q1 2026 | Apr 24, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 30,778 | 1,264 | 0.17% | 0.18% | 111 | +1,843 | 6.37% | Q1 2026 | Apr 13, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 30,501 | 1,253 | 0.88% | 0.91% | 112 | +1,054 | 3.58% | Q1 2026 | May 13, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 29,961 | 1,231 | 0.35% | 0.35% | 113 | -23,905 | -44.38% | Q1 2026 | Apr 16, 2026 |
| WPWealth LLP | History | Reduced | 28,840 | 1,185 | 0.18% | 0.21% | 114 | -1,801 | -5.88% | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 28,381 | 1,166 | 0.01% | 0.0% | 115 | +24,188 | 576.87% | Q1 2026 | May 06, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 27,639 | 1,135 | 0.45% | 0.49% | 116 | -229 | -0.82% | Q1 2026 | Apr 13, 2026 |
| Rehmann Capital Advisory Group | History | No change | 27,120 | 1,114 | 0.06% | 0.06% | 117 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 27,097 | 1,113 | 1.05% | — | 118 | +27,097 | New | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 26,314 | 1,081 | 0.0% | 0.0% | 119 | +3,430 | 14.99% | Q1 2026 | May 15, 2026 |
| Altiora Financial Group, LLC | History | No change | 26,000 | 1,068 | 0.18% | 0.19% | 120 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 25,386 | 1,043 | 0.02% | 0.02% | 121 | +4,014 | 18.78% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 25,151 | 1,033 | 0.0% | 0.0% | 122 | +13,806 | 121.69% | Q1 2026 | May 05, 2026 |
| GTS SECURITIES LLC | History | New | 25,111 | 1,031 | 0.04% | — | 123 | +25,111 | New | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 24,896 | 1,022 | 0.0% | 0.0% | 124 | +3,318 | 15.38% | Q1 2026 | May 13, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 24,692 | 1,014 | 0.46% | 0.47% | 125 | +2,368 | 10.61% | Q1 2026 | Apr 09, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 24,366 | 1,002 | 0.0% | 0.0% | 126 | +22,319 | 1090.33% | Q1 2026 | May 15, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 24,364 | 1,001 | 0.21% | 0.21% | 127 | +1,067 | 4.58% | Q1 2026 | May 08, 2026 |
| Financial Plan, Inc. | History | Added to | 24,326 | 999 | 0.11% | 0.1% | 128 | +5,009 | 25.93% | Q1 2026 | Apr 24, 2026 |
| Eaton-Cambridge Inc. | History | New | 24,220 | 995 | 0.31% | — | 130 | +24,220 | New | Q1 2026 | May 06, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 24,229 | 995 | 0.39% | 0.43% | 129 | +57 | 0.24% | Q1 2026 | Apr 17, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 23,720 | 974 | 0.28% | — | 131 | +23,720 | New | Q1 2026 | May 01, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 24,231 | 966 | 0.0% | 0.0% | 132 | +3,768 | 18.41% | Q1 2026 | May 13, 2026 |
| Opulen Financial Group LLC | History | New | 22,715 | 933 | 0.66% | — | 133 | +22,715 | New | Q1 2026 | Apr 29, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 22,286 | 915 | 0.09% | 0.1% | 134 | -23 | -0.1% | Q1 2026 | Apr 20, 2026 |
| Old Peak Finance LLC | History | Added to | 22,262 | 914 | 0.53% | 0.58% | 135 | +792 | 3.69% | Q1 2026 | Apr 24, 2026 |
| TFO Wealth Partners, LLC | History | New | 21,946 | 901 | 0.12% | — | 136 | +21,946 | New | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 21,501 | 883 | 0.0% | 0.0% | 137 | +4,030 | 23.07% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 21,417 | 880 | 0.05% | 0.06% | 138 | -5,459 | -20.31% | Q1 2026 | Apr 17, 2026 |
| SB Capital Management Inc | History | No change | 20,183 | 876 | 0.32% | 0.32% | 139 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| AA Financial Advisors, LLC | History | New | 20,068 | 824 | 0.12% | — | 140 | +20,068 | New | Q1 2026 | Apr 20, 2026 |
| Investment Advisory Group, LLC | History | No change | 20,053 | 823 | 0.21% | 0.22% | 141 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 19,061 | 783 | 0.0% | 0.0% | 142 | -1,150 | -5.69% | Q1 2026 | May 15, 2026 |
| Orion Capital Management LLC | History | Reduced | 18,604 | 764 | 0.26% | 0.32% | 143 | -3,589 | -16.17% | Q1 2026 | May 14, 2026 |
| Envision Financial Planning, LLC | History | Added to | 18,493 | 759 | 0.27% | 0.26% | 144 | +2,675 | 16.91% | Q1 2026 | May 15, 2026 |
| HICKS CAPITAL MANAGEMENT LLC | History | No change | 18,410 | 756 | 0.76% | 0.8% | 145 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Opes Wealth Management LLC | History | Added to | 18,246 | 749 | 0.12% | 0.13% | 146 | +300 | 1.67% | Q1 2026 | Apr 28, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Reduced | 18,128 | 744 | 0.42% | 0.45% | 147 | -2 | -0.01% | Q1 2026 | Apr 13, 2026 |
| Signature Resources Capital Management, LLC | History | Added to | 18,055 | 741 | 0.35% | 0.39% | 148 | +170 | 0.95% | Q1 2026 | May 01, 2026 |
| Freedom Financial Partners LLC | History | Added to | 18,004 | 739 | 0.26% | 0.28% | 149 | +136 | 0.76% | Q1 2026 | Apr 16, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 17,946 | 737 | 0.42% | 0.46% | 150 | +795 | 4.64% | Q1 2026 | Apr 23, 2026 |
| Wealthspire Advisors, LLC | History | No change | 17,636 | 724 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 17,463 | 717 | 0.18% | 0.18% | 152 | +1,635 | 10.33% | Q1 2026 | May 01, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 17,220 | 707 | 0.06% | 0.06% | 153 | +1,500 | 9.54% | Q1 2026 | May 05, 2026 |
| Silver Oak Advisory Group, Inc. | History | Added to | 16,113 | 662 | 0.29% | 0.27% | 154 | +2,349 | 17.07% | Q1 2026 | May 01, 2026 |
| Montis Financial, LLC | History | No change | 15,786 | 648 | 0.13% | 0.14% | 155 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 15,460 | 635 | 0.57% | — | 156 | +15,460 | New | Q1 2026 | May 07, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | Reduced | 15,157 | 622 | 0.55% | 0.63% | 157 | -437 | -2.8% | Q1 2026 | May 12, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 14,995 | 616 | 0.18% | 0.21% | 158 | -802 | -5.08% | Q1 2026 | Apr 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 14,821 | 608 | 0.0% | 0.0% | 159 | +6,666 | 81.74% | Q1 2026 | May 04, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 14,570 | 598 | 0.11% | 0.11% | 160 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NewEdge Wealth, LLC | History | Added to | 14,505 | 596 | 0.01% | 0.01% | 161 | +1,334 | 10.13% | Q1 2026 | May 13, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 14,112 | 579 | 0.2% | 0.14% | 162 | +4,878 | 52.83% | Q1 2026 | Apr 14, 2026 |
| Glassman Wealth Services | History | Added to | 13,884 | 570 | 0.08% | 0.07% | 163 | +1,143 | 8.97% | Q1 2026 | May 04, 2026 |
| McGrath & Associates, Inc. | History | Added to | 13,754 | 565 | 0.83% | 0.84% | 164 | +101 | 0.74% | Q1 2026 | Apr 10, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 13,115 | 538 | 0.02% | 0.04% | 165 | -8,872 | -40.35% | Q1 2026 | Apr 28, 2026 |
| DEFINE FINANCIAL, LLC | History | Added to | 12,831 | 527 | 0.29% | 0.32% | 166 | +28 | 0.22% | Q1 2026 | Apr 14, 2026 |
| HTG Investment Advisors, Inc. | History | Added to | 12,572 | 516 | 0.15% | 0.13% | 167 | +2,760 | 28.13% | Q1 2026 | Apr 27, 2026 |
| Clarius Group, LLC | History | No change | 11,720 | 508 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 12,024 | 494 | 0.09% | 0.07% | 169 | +3,999 | 49.83% | Q1 2026 | May 06, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 11,863 | 487 | 0.04% | 0.04% | 170 | -285 | -2.35% | Q1 2026 | Apr 16, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | New | 11,714 | 481 | 0.23% | — | 171 | +11,714 | New | Q1 2026 | Apr 14, 2026 |
| Warburton Capital Management, LLC | History | Added to | 11,091 | 477 | 0.23% | 0.27% | 172 | +26 | 0.23% | Q1 2026 | May 01, 2026 |
| E-Wealth Partners, LLC | History | No change | 10,991 | 477 | 0.4% | 0.4% | 173 | 0 | 0.0% | Q4 2025 | May 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 11,481 | 471 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ascentis Independent Advisors | History | Added to | 11,452 | 470 | 0.04% | 0.06% | 175 | +2,677 | 30.51% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | No change | 10,973 | 450 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 10,818 | 444 | 0.01% | 0.01% | 177 | +3,597 | 49.81% | Q1 2026 | Apr 27, 2026 |
| Passive Capital Management, LLC. | History | No change | 10,800 | 443 | 0.13% | 0.15% | 178 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Colorado Capital Management, Inc. | History | Added to | 10,663 | 438 | 0.16% | 0.15% | 179 | +1,554 | 17.06% | Q1 2026 | Apr 13, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 10,585 | 434 | 0.03% | 0.03% | 180 | +180 | 1.73% | Q1 2026 | Apr 29, 2026 |
| True Wealth Design, LLC | History | Reduced | 10,344 | 425 | 0.12% | 0.14% | 181 | -286 | -2.69% | Q1 2026 | Apr 13, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 10,241 | 420 | 0.23% | 0.28% | 182 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 9,662 | 397 | 0.16% | 0.18% | 183 | -103 | -1.05% | Q1 2026 | Apr 08, 2026 |
| Alpha Financial Advisors, LLC | History | Added to | 9,350 | 384 | 0.12% | 0.09% | 184 | +2,679 | 40.16% | Q1 2026 | May 11, 2026 |
| Austin Wealth Management, LLC | History | Added to | 9,117 | 379 | 0.09% | 0.06% | 185 | +23 | 0.25% | Q1 2026 | Apr 14, 2026 |
| Trailhead Planners LLC | History | No change | 9,194 | 377 | 0.36% | 0.39% | 186 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Avise Financial Cooperative, Inc. | History | Reduced | 9,002 | 369 | 0.31% | 0.36% | 187 | -138 | -1.51% | Q1 2026 | Apr 22, 2026 |
| Towneley Capital Management, Inc / DE | History | Reduced | 8,870 | 364 | 0.08% | 0.08% | 188 | -49 | -0.55% | Q1 2026 | Apr 21, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 8,678 | 356 | 0.01% | 0.01% | 189 | -607 | -6.54% | Q1 2026 | Apr 14, 2026 |
| Geometric Wealth Advisors | History | Reduced | 8,609 | 353 | 0.04% | 0.08% | 190 | -5,626 | -39.52% | Q1 2026 | May 13, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 8,543 | 351 | 0.18% | 0.19% | 191 | +111 | 1.32% | Q1 2026 | Apr 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 8,025 | 329 | 0.0% | 0.0% | 192 | -24 | -0.3% | Q1 2026 | May 08, 2026 |
| Foundry Financial LLC | History | Added to | 7,968 | 327 | 0.14% | 0.18% | 194 | +207 | 2.67% | Q1 2026 | Apr 21, 2026 |
| Coston, McIsaac & Partners | History | Added to | 7,958 | 327 | 0.07% | 0.08% | 193 | +7 | 0.09% | Q1 2026 | Apr 22, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 7,923 | 325 | 0.05% | 0.05% | 195 | +203 | 2.63% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 7,902 | 324 | 0.0% | — | 197 | +7,902 | New | Q1 2026 | May 15, 2026 |
| ACORN CREEK CAPITAL LLC | History | Added to | 7,904 | 324 | 0.12% | 0.09% | 196 | +2,007 | 34.03% | Q1 2026 | May 12, 2026 |
| Private Advisory Group LLC | History | Added to | 7,877 | 323 | 0.02% | 0.02% | 198 | +2,804 | 55.27% | Q1 2026 | May 08, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 7,812 | 320 | 0.09% | 0.11% | 199 | -724 | -8.48% | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 7,729 | 318 | 0.0% | 0.0% | 200 | -3,124 | -28.78% | Q1 2026 | Apr 30, 2026 |
| Astra Wealth Partners LLC | History | Reduced | 7,553 | 310 | 0.19% | 0.2% | 201 | -162 | -2.1% | Q1 2026 | May 06, 2026 |
| Avior Wealth Management, LLC | History | Added to | 7,302 | 300 | 0.01% | 0.01% | 202 | +549 | 8.13% | Q1 2026 | Apr 09, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 7,313 | 300 | 0.04% | 0.04% | 203 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SNS Financial Group, LLC | History | Added to | 7,254 | 298 | 0.03% | 0.03% | 204 | +121 | 1.7% | Q1 2026 | Apr 14, 2026 |
| marrick wealth, LLC | History | Reduced | 7,258 | 298 | 0.25% | 0.26% | 205 | -120 | -1.63% | Q1 2026 | Apr 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 7,251 | 297 | 0.1% | 0.11% | 208 | +17 | 0.24% | Q1 2026 | Apr 23, 2026 |
| Laurel Wealth Planning LLC | History | No change | 7,247 | 297 | 0.16% | 0.17% | 206 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | No change | 7,230 | 297 | 0.22% | 0.26% | 207 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 7,148 | 293 | 0.14% | 0.14% | 209 | +2 | 0.03% | Q1 2026 | May 08, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 7,148 | 293 | 0.03% | 0.04% | 210 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MBE Wealth Management, LLC | History | No change | 7,022 | 288 | 0.12% | 0.13% | 211 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Austin Asset Management Co Inc | History | No change | 6,785 | 278 | 0.05% | 0.05% | 212 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Belpointe Asset Management LLC | History | New | 6,739 | 276 | 0.01% | — | 213 | +6,739 | New | Q1 2026 | Apr 28, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 6,710 | 275 | 0.11% | 0.09% | 214 | +1,532 | 29.59% | Q1 2026 | Apr 15, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | No change | 6,600 | 271 | 0.25% | 0.27% | 215 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 6,582 | 270 | 0.18% | 0.19% | 216 | +290 | 4.61% | Q1 2026 | Apr 30, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 6,454 | 265 | 0.06% | 0.07% | 217 | -1,620 | -20.06% | Q1 2026 | May 12, 2026 |
| Concord Wealth Partners | History | New | 6,331 | 260 | 0.03% | — | 218 | +6,331 | New | Q1 2026 | May 01, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 6,291 | 258 | 0.14% | 0.15% | 219 | +43 | 0.69% | Q1 2026 | Apr 22, 2026 |
| BWM Planning, LLC | History | Added to | 5,939 | 244 | 0.06% | 0.06% | 220 | +469 | 8.57% | Q1 2026 | Apr 21, 2026 |
| Gemmer Asset Management LLC | History | Added to | 5,908 | 242 | 0.02% | 0.02% | 221 | +14 | 0.24% | Q1 2026 | Apr 22, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 5,800 | 238 | 0.1% | 0.11% | 222 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Trademark Financial Management, LLC | History | No change | 5,603 | 230 | 0.11% | 0.13% | 223 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Kilner Capital Advisors, LLC | History | No change | 5,576 | 229 | 0.22% | 0.23% | 224 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sanchez Levi Garrett | History | New | 5,555 | 228 | 0.14% | — | 226 | +5,555 | New | Q1 2026 | May 15, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 5,567 | 228 | 0.09% | 0.09% | 225 | +59 | 1.07% | Q1 2026 | May 04, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 5,505 | 226 | 0.02% | 0.02% | 227 | +13 | 0.24% | Q1 2026 | Apr 06, 2026 |
| PW ADVISORS, LLC \ FL | History | Reduced | 5,472 | 224 | 0.17% | 0.2% | 228 | -307 | -5.31% | Q1 2026 | Apr 24, 2026 |
| CURIO WEALTH, LLC | History | No change | 5,380 | 221 | 0.08% | 0.08% | 229 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 5,102 | 209 | 0.0% | 0.0% | 230 | +3,186 | 166.28% | Q1 2026 | May 15, 2026 |
| Clarity Asset Management, Inc. | History | New | 5,049 | 207 | 0.1% | — | 231 | +5,049 | New | Q1 2026 | May 04, 2026 |
| Red Tortoise LLC | History | No change | 4,765 | 195 | 0.08% | 0.09% | 232 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 4,517 | 185 | 0.01% | 0.01% | 233 | -196 | -4.16% | Q1 2026 | Apr 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,252 | 174 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| American Capital Advisory, LLC | History | New | 3,656 | 150 | 0.06% | — | 235 | +3,656 | New | Q1 2026 | Apr 29, 2026 |
| LRI Investments, LLC | History | No change | 3,514 | 144 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 3,315 | 136 | 0.07% | 0.05% | 237 | +8 | 0.24% | Q1 2026 | Apr 24, 2026 |
| Timmons Wealth Management, LLC | History | Added to | 3,049 | 125 | 0.12% | 0.13% | 238 | +47 | 1.57% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 3,016 | 123 | 0.0% | 0.0% | 239 | +97 | 3.32% | Q1 2026 | May 14, 2026 |
| Burk Holdings LLC | History | New | 2,424 | 99 | 0.04% | — | 240 | +2,424 | New | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,305 | 94 | 0.0% | 0.0% | 241 | -641 | -21.76% | Q1 2026 | Apr 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,868 | 81 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,761 | 72 | 0.02% | 0.03% | 243 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 1,628 | 66 | 0.01% | 0.01% | 244 | +4 | 0.25% | Q1 2026 | May 15, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 1,500 | 61 | 0.03% | 0.03% | 245 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PINNEY & SCOFIELD, INC. | History | Reduced | 1,297 | 53 | 0.03% | 0.04% | 246 | -293 | -18.43% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 46,020 | 46 | 0.0% | 0.01% | 247 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,082 | 44 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | No change | 1,003 | 41 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 925 | 40 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 868 | 35 | 0.0% | 0.0% | 251 | -48 | -5.24% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | Added to | 755 | 31 | 0.01% | 0.0% | 252 | +540 | 251.16% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 388 | 15 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Anfield Capital Management, LLC | History | No change | 350 | 14 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 337 | 13 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | No change | 298 | 12 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 300 | 11 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pillar Financial Advisors, LLC | History | New | 204 | 8 | 0.0% | — | 258 | +204 | New | Q1 2026 | May 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 185 | 7 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | No change | 138 | 5 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BRIGHTON JONES LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -200,901 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ProCore Advisors, LLC | History | Closed out | 0 | 0 | — | 2.43% | — | -54,657 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Legacy Private Trust Co. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,547 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Parkwoods Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -7,027 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -5,936 | -100.0% | Q1 2026 | May 12, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.07% | — | -5,302 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Sterling Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -5,152 | -100.0% | Q1 2026 | May 13, 2026 |
| SageOak Financial, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -4,853 | -100.0% | Q1 2026 | May 11, 2026 |
| Kane Co Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.18% | — | -4,725 | -100.0% | Q1 2026 | Apr 21, 2026 |
| One Degree Advisors Inc | History | Closed out | 0 | 0 | — | 0.06% | — | -4,660 | -100.0% | Q1 2026 | May 01, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,245 | -100.0% | Q1 2026 | May 15, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,948 | -100.0% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -357 | -100.0% | Q1 2026 | May 05, 2026 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -120 | -100.0% | Q1 2026 | May 08, 2026 |
| Quent Capital, LLC | History | Reduced | 5 | 0 | — | — | — | -3 | -37.5% | Q1 2026 | Apr 28, 2026 |