Dimensional ETF Trust - DFSV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Savant Capital, LLC | History | Added to | 18,877,994 | 661,484 | 3.2% | 3.01% | 1 | +2,794,796 | 17.38% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Added to | 7,337,993 | 256,991 | 0.37% | 0.26% | 2 | +1,365,025 | 22.85% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 6,567,811 | 230,136 | 2.3% | 2.24% | 3 | -48,369 | -0.73% | Q1 2026 | Apr 13, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 6,191,354 | 216,945 | 5.97% | 5.39% | 4 | +358,934 | 6.15% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Added to | 4,501,394 | 157,728 | 0.18% | 0.16% | 5 | +190,468 | 4.42% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 4,307,741 | 150,943 | 0.21% | 0.18% | 6 | +500,863 | 13.16% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 3,888,709 | 136,260 | 0.14% | 0.09% | 7 | +1,478,369 | 61.33% | Q1 2026 | May 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 3,857,508 | 135,167 | 2.34% | 2.17% | 8 | +239,097 | 6.61% | Q1 2026 | Apr 20, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 2,797,372 | 98,019 | 3.05% | 2.15% | 9 | +731,274 | 35.39% | Q1 2026 | Apr 27, 2026 |
| Modera Wealth Management, LLC | History | Added to | 2,763,501 | 96,833 | 1.16% | 1.01% | 10 | +103,055 | 3.87% | Q1 2026 | May 06, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 2,761,776 | 96,772 | 4.35% | 3.95% | 11 | +204,909 | 8.01% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 2,754,739 | 96,526 | 0.38% | 0.35% | 12 | -23,785 | -0.86% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,288,564 | 80,191 | 0.02% | 0.02% | 13 | +215,208 | 10.38% | Q1 2026 | May 04, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 2,229,989 | 78,138 | 0.96% | 0.93% | 14 | +35,987 | 1.64% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 2,212,917 | 77,540 | 0.05% | 0.05% | 15 | +125,333 | 6.0% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 2,212,668 | 77,531 | 0.02% | 0.02% | 16 | +102,703 | 4.87% | Q1 2026 | May 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 2,108,702 | 73,866 | 0.74% | 0.78% | 17 | +177,759 | 9.21% | Q1 2026 | May 13, 2026 |
| Arista Wealth Management, LLC | History | Added to | 2,103,436 | 73,704 | 8.97% | 8.41% | 18 | +24,269 | 1.17% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,942,259 | 68,056 | 0.02% | 0.02% | 19 | +86,066 | 4.64% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,572,422 | 55,097 | 0.0% | 0.0% | 20 | +2,314 | 0.15% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,487,000 | 52,104 | 0.58% | 0.64% | 21 | +52,729 | 3.68% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 1,420,298 | 49,767 | 0.24% | 0.26% | 22 | -117,718 | -7.65% | Q1 2026 | May 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 1,347,565 | 47,218 | 5.09% | 4.84% | 23 | -4,337 | -0.32% | Q1 2026 | Apr 08, 2026 |
| Truepoint, Inc. | History | Added to | 1,341,481 | 47,005 | 1.05% | 0.99% | 24 | +4,277 | 0.32% | Q1 2026 | May 08, 2026 |
| Evanson Asset Management, LLC | History | Added to | 1,114,611 | 39,055 | 2.1% | 1.82% | 25 | +87,442 | 8.51% | Q1 2026 | Apr 08, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 997,993 | 34,969 | 3.58% | 3.55% | 26 | +13,915 | 1.41% | Q1 2026 | Apr 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 990,589 | 34,710 | 0.01% | 0.01% | 27 | +36,346 | 3.81% | Q1 2026 | May 13, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 969,277 | 33,963 | 7.15% | 6.92% | 28 | +45,313 | 4.9% | Q1 2026 | May 12, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 909,808 | 31,879 | 6.57% | 6.3% | 29 | -21,397 | -2.3% | Q1 2026 | Apr 15, 2026 |
| Elser Financial Planning, Inc | History | New | 911,843 | 31,750 | 1.54% | — | 30 | +911,843 | New | Q1 2026 | Apr 15, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 901,546 | 31,590 | 8.88% | 8.33% | 31 | +13,818 | 1.56% | Q1 2026 | May 01, 2026 |
| United Wealth Management, LLC | History | Added to | 899,209 | 31,508 | 7.83% | 7.52% | 32 | +15,260 | 1.73% | Q1 2026 | May 01, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 853,321 | 30,839 | 2.78% | 2.92% | 33 | -49,715 | -5.51% | Q1 2026 | Apr 29, 2026 |
| Allworth Financial LP | History | Added to | 870,735 | 30,510 | 0.12% | 0.06% | 34 | +429,701 | 97.43% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 866,631 | 30,366 | 0.47% | 0.46% | 35 | +181,741 | 26.54% | Q1 2026 | May 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 863,575 | 30,259 | 4.0% | 3.77% | 36 | +67,640 | 8.5% | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 848,590 | 29,734 | 0.0% | 0.0% | 37 | +190,993 | 29.04% | Q1 2026 | May 14, 2026 |
| von Borstel & Associates, Inc. | History | Reduced | 829,409 | 29,062 | 6.65% | 6.46% | 38 | -8,031 | -0.96% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 815,577 | 28,577 | 0.15% | 0.21% | 39 | -97,037 | -10.63% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 786,334 | 27,553 | 0.03% | 0.03% | 40 | -94,743 | -10.75% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 780,515 | 27,353 | 0.04% | 0.05% | 41 | -183,048 | -19.0% | Q1 2026 | May 15, 2026 |
| Hassell Wealth Management, LLC | History | Added to | 762,655 | 26,723 | 8.97% | 8.78% | 42 | +10,995 | 1.46% | Q1 2026 | Apr 30, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 732,440 | 25,664 | 0.14% | 0.14% | 43 | -15,328 | -2.05% | Q1 2026 | Apr 30, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 705,604 | 24,724 | 0.94% | 0.84% | 44 | +9,355 | 1.34% | Q1 2026 | May 11, 2026 |
| Zhang Financial LLC | History | Added to | 702,217 | 24,605 | 0.85% | 0.78% | 45 | +66,943 | 10.54% | Q1 2026 | May 06, 2026 |
| Diversified Portfolios, Inc. | History | Added to | 695,442 | 24,368 | 2.0% | 1.77% | 46 | +49,689 | 7.69% | Q1 2026 | May 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 689,521 | 24,278 | 0.05% | 0.05% | 47 | -290,599 | -29.65% | Q1 2026 | Apr 08, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 690,600 | 24,198 | 3.73% | 3.61% | 48 | +9,391 | 1.38% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 676,217 | 23,695 | 0.19% | 0.16% | 49 | +100,097 | 17.37% | Q1 2026 | Apr 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 674,902 | 23,649 | 0.0% | 0.0% | 50 | +126,376 | 23.04% | Q1 2026 | May 15, 2026 |
| Retirement Solution LLC | History | Added to | 657,521 | 23,039 | 5.45% | 4.76% | 51 | +4,569 | 0.7% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 650,168 | 22,781 | 0.03% | 0.03% | 52 | -5,797 | -0.88% | Q1 2026 | Apr 27, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 625,569 | 21,919 | 0.21% | 0.19% | 53 | +24,973 | 4.16% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 620,862 | 21,755 | 0.06% | 0.05% | 54 | +70,371 | 12.78% | Q1 2026 | May 14, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 611,262 | 21,417 | 5.92% | 5.5% | 55 | -42,967 | -6.57% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 572,540 | 21,281 | 0.48% | 0.48% | 56 | +17,829 | 3.21% | Q1 2026 | May 04, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 598,385 | 20,967 | 4.82% | 4.55% | 57 | -9,815 | -1.61% | Q1 2026 | Apr 10, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 581,269 | 20,367 | 4.01% | 3.63% | 58 | +25,776 | 4.64% | Q1 2026 | May 11, 2026 |
| Krilogy Financial LLC | History | Reduced | 557,276 | 20,323 | 0.65% | 0.68% | 59 | -10,197 | -1.8% | Q1 2026 | Apr 17, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 550,318 | 19,283 | 8.09% | 7.65% | 60 | +25,648 | 4.89% | Q1 2026 | Apr 08, 2026 |
| Root Financial Partners, LLC | History | Reduced | 521,248 | 18,264 | 0.84% | 1.04% | 61 | -96,238 | -15.59% | Q1 2026 | Apr 24, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 516,341 | 18,092 | 5.54% | 5.33% | 62 | -13,571 | -2.56% | Q1 2026 | May 11, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 502,726 | 17,615 | 5.54% | 5.86% | 63 | -88,027 | -14.9% | Q1 2026 | Apr 23, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 487,996 | 17,099 | 0.31% | 0.27% | 64 | +30,340 | 6.63% | Q1 2026 | Apr 10, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 486,035 | 17,030 | 0.4% | 0.4% | 65 | -6,952 | -1.41% | Q1 2026 | May 04, 2026 |
| Clarity Wealth Development LLC | History | Added to | 480,383 | 16,832 | 13.74% | 12.61% | 66 | +27,016 | 5.96% | Q1 2026 | Apr 22, 2026 |
| Well Done, LLC | History | Added to | 468,270 | 16,408 | 2.41% | 2.11% | 67 | +39,550 | 9.23% | Q1 2026 | Apr 14, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 463,438 | 16,238 | 5.73% | 4.77% | 68 | +63,401 | 15.85% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 457,040 | 16,046 | 0.15% | 0.14% | 69 | +51,009 | 12.56% | Q1 2026 | Apr 07, 2026 |
| Apella Capital, LLC | History | Added to | 428,670 | 15,882 | 0.24% | 0.03% | 70 | +378,802 | 759.61% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 451,383 | 15,816 | 0.03% | 0.03% | 71 | -8,876 | -1.93% | Q1 2026 | May 14, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 447,931 | 15,695 | 2.19% | 1.93% | 72 | +33,339 | 8.04% | Q1 2026 | May 13, 2026 |
| Betterment LLC | History | Added to | 447,734 | 15,689 | 0.03% | 0.03% | 73 | +12,729 | 2.93% | Q1 2026 | May 14, 2026 |
| Trust Co of the South | History | Reduced | 444,932 | 15,590 | 2.51% | 2.36% | 74 | -1,340 | -0.3% | Q1 2026 | Apr 06, 2026 |
| Mariner, LLC | History | Added to | 438,206 | 15,354 | 0.02% | 0.01% | 75 | +73,977 | 20.31% | Q1 2026 | May 13, 2026 |
| Grunden Financial Advisory, Inc. | History | No change | 464,053 | 15,262 | 5.96% | 5.96% | 76 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Vise Technologies, Inc. | History | No change | 453,238 | 14,906 | 0.29% | 0.29% | 77 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Physician Wealth Solutions Inc. | History | Reduced | 419,371 | 14,694 | 6.08% | 5.97% | 78 | -8,962 | -2.09% | Q1 2026 | Apr 13, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 413,787 | 14,499 | 0.4% | 0.39% | 79 | -6,621 | -1.57% | Q1 2026 | May 04, 2026 |
| Oceanside Advisors LLC | History | Added to | 412,992 | 14,471 | 8.26% | 8.07% | 80 | +8,388 | 2.07% | Q1 2026 | Apr 28, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 421,021 | 14,466 | 0.0% | 0.0% | 81 | +19,616 | 4.89% | Q1 2026 | May 13, 2026 |
| Timonier Family Office, LTD. | History | No change | 431,045 | 14,177 | 4.5% | 4.5% | 82 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 403,955 | 14,154 | 8.11% | 8.1% | 83 | +27,604 | 7.33% | Q1 2026 | May 11, 2026 |
| Greenline Partners, LLC | History | Added to | 388,364 | 13,608 | 1.46% | 1.45% | 84 | +1,760 | 0.46% | Q1 2026 | May 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 387,114 | 13,564 | 1.08% | 1.04% | 85 | +3,625 | 0.95% | Q1 2026 | May 15, 2026 |
| Navigoe, LLC | History | Added to | 365,165 | 12,795 | 7.56% | 7.25% | 86 | +8,130 | 2.28% | Q1 2026 | May 01, 2026 |
| RFG Advisory, LLC | History | Added to | 364,867 | 12,784 | 0.23% | 0.22% | 87 | +13,675 | 3.89% | Q1 2026 | Apr 17, 2026 |
| Factor Wealth Management LTD | History | Added to | 348,003 | 12,194 | 2.29% | 0.75% | 88 | +242,447 | 229.69% | Q1 2026 | Apr 20, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 342,530 | 12,002 | 2.3% | 2.24% | 89 | +6,391 | 1.9% | Q1 2026 | Apr 24, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 342,025 | 11,984 | 0.02% | 0.02% | 90 | +8,237 | 2.47% | Q1 2026 | May 14, 2026 |
| McIlrath & Eck, LLC | History | Added to | 339,357 | 11,891 | 0.88% | 0.97% | 91 | +22,639 | 7.15% | Q1 2026 | May 19, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 337,899 | 11,839 | 3.11% | 3.26% | 92 | -32,936 | -8.88% | Q1 2026 | Apr 23, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 337,032 | 11,809 | 0.61% | 0.57% | 93 | +14,166 | 4.39% | Q1 2026 | Apr 17, 2026 |
| Plancorp, LLC | History | Reduced | 326,604 | 11,803 | 0.34% | 0.33% | 94 | -2,905 | -0.88% | Q1 2026 | Apr 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 334,878 | 11,734 | 0.04% | 0.04% | 95 | +12,668 | 3.93% | Q1 2026 | Apr 30, 2026 |
| Avant Financial Advisors LLC | History | Added to | 330,577 | 11,583 | 8.14% | 7.44% | 96 | +15,729 | 5.0% | Q1 2026 | Apr 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 326,531 | 11,441 | 0.03% | 0.02% | 97 | +44,091 | 15.61% | Q1 2026 | May 04, 2026 |
| Abel Hall, LLC | History | Added to | 325,397 | 11,401 | 2.43% | 2.45% | 98 | +5,826 | 1.82% | Q1 2026 | Apr 28, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 318,664 | 11,165 | 0.14% | 0.14% | 99 | -9,900 | -3.01% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 318,664 | 11,165 | 0.76% | 0.74% | 100 | -9,900 | -3.01% | Q1 2026 | Apr 21, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 318,535 | 11,161 | 0.14% | 0.14% | 101 | -24,158 | -7.05% | Q1 2026 | May 15, 2026 |
| Financial Architects, LLC | History | Reduced | 317,350 | 11,119 | 5.86% | 5.68% | 102 | -3,640 | -1.13% | Q1 2026 | Apr 21, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 316,525 | 11,091 | 2.72% | 2.01% | 103 | +108,757 | 52.35% | Q1 2026 | Apr 13, 2026 |
| BOS Asset Management, LLC | History | Reduced | 311,969 | 10,931 | 2.79% | 2.78% | 104 | -3,629 | -1.15% | Q1 2026 | Apr 08, 2026 |
| Waterford Advisors, LLC | History | Added to | 284,843 | 10,610 | 3.37% | 3.93% | 105 | +5,778 | 2.07% | Q1 2026 | May 15, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 302,774 | 10,608 | 4.98% | 5.05% | 106 | +22,713 | 8.11% | Q1 2026 | Apr 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 299,230 | 10,485 | 0.0% | — | 107 | +299,230 | New | Q1 2026 | May 13, 2026 |
| RCS Financial Planning, LLC | History | Added to | 296,092 | 10,375 | 5.38% | 4.16% | 108 | +2,716 | 0.93% | Q1 2026 | Apr 21, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 294,810 | 10,330 | 4.28% | 3.99% | 109 | +6,522 | 2.26% | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 290,494 | 10,179 | 0.03% | 0.02% | 110 | +54,008 | 22.84% | Q1 2026 | Apr 30, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 290,014 | 10,162 | 0.84% | 0.81% | 111 | +10,392 | 3.72% | Q1 2026 | May 05, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 289,877 | 10,157 | 3.01% | 2.84% | 112 | +3,190 | 1.11% | Q1 2026 | May 06, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 288,196 | 10,098 | 3.0% | 2.93% | 113 | -18,322 | -5.98% | Q1 2026 | Apr 22, 2026 |
| Aspen Capital Management, LLC | History | Added to | 280,152 | 9,816 | 2.43% | 2.25% | 114 | +3,813 | 1.38% | Q1 2026 | Apr 17, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Added to | 269,892 | 9,457 | 7.57% | 6.97% | 115 | +14,474 | 5.67% | Q1 2026 | May 04, 2026 |
| CSP Financial Group, LLC | History | New | 265,269 | 9,295 | 9.52% | — | 116 | +265,269 | New | Q1 2026 | May 08, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 262,236 | 9,188 | 0.49% | 0.47% | 117 | +2,098 | 0.81% | Q1 2026 | Apr 27, 2026 |
| Navigate Wealth Management, LLC | History | New | 234,152 | 8,694 | 6.1% | — | 118 | +234,152 | New | Q1 2026 | Apr 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 241,065 | 8,446 | 0.07% | 0.07% | 119 | -65,555 | -21.38% | Q1 2026 | May 13, 2026 |
| McLean Asset Management Corp | History | Added to | 236,681 | 8,293 | 1.45% | 1.26% | 120 | +35,143 | 17.44% | Q1 2026 | Apr 22, 2026 |
| Advisory Alpha, LLC | History | Added to | 223,527 | 7,832 | 0.21% | 0.11% | 121 | +95,765 | 74.96% | Q1 2026 | May 14, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Added to | 223,158 | 7,819 | 4.57% | 4.31% | 122 | +1,398 | 0.63% | Q1 2026 | May 01, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 220,818 | 7,737 | 0.81% | 1.14% | 123 | +33,516 | 17.89% | Q1 2026 | Apr 17, 2026 |
| Ancora Advisors LLC | History | Added to | 216,046 | 7,570 | 0.16% | 0.13% | 124 | +19,636 | 10.0% | Q1 2026 | May 15, 2026 |
| AA Financial Advisors, LLC | History | New | 212,895 | 7,459 | 1.05% | — | 125 | +212,895 | New | Q1 2026 | Apr 20, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 207,985 | 7,287 | 3.93% | 3.66% | 126 | +12,106 | 6.18% | Q1 2026 | May 15, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 203,594 | 7,133 | 1.85% | 1.68% | 127 | +5,963 | 3.02% | Q1 2026 | Apr 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 203,381 | 7,126 | 0.05% | 0.05% | 128 | +8,819 | 4.53% | Q1 2026 | May 12, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 202,163 | 7,083 | 1.59% | 1.54% | 129 | -1,302 | -0.64% | Q1 2026 | Apr 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 202,209 | 6,983 | 0.0% | 0.0% | 130 | +44,924 | 28.56% | Q1 2026 | May 15, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 183,771 | 6,838 | 1.93% | 1.77% | 131 | +19,410 | 11.81% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 191,676 | 6,716 | 0.01% | 0.01% | 132 | -2,423 | -1.25% | Q1 2026 | May 12, 2026 |
| Foundry Financial LLC | History | Added to | 191,475 | 6,709 | 2.84% | 2.62% | 133 | +39,804 | 26.24% | Q1 2026 | Apr 21, 2026 |
| Vantage Point Financial LLC | History | Reduced | 186,512 | 6,535 | 2.29% | 2.22% | 134 | -2,064 | -1.09% | Q1 2026 | May 01, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 185,156 | 6,487 | 3.79% | 3.56% | 135 | +5,502 | 3.06% | Q1 2026 | May 07, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 184,703 | 6,471 | 2.84% | 2.73% | 136 | +4,606 | 2.56% | Q1 2026 | Apr 21, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 176,484 | 6,184 | 1.8% | 1.49% | 137 | +24,356 | 16.01% | Q1 2026 | Apr 30, 2026 |
| Lantz Financial LLC | History | Added to | 176,496 | 6,184 | 1.28% | 1.09% | 138 | +20,007 | 12.78% | Q1 2026 | Apr 09, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 176,140 | 6,171 | 0.45% | 0.38% | 139 | -3,080 | -1.72% | Q1 2026 | Apr 16, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 170,517 | 5,974 | 1.81% | 1.45% | 140 | +29,504 | 20.92% | Q1 2026 | Apr 15, 2026 |
| XY Planning Network, Inc. | History | Added to | 169,013 | 5,934 | 0.95% | 0.81% | 141 | +27,938 | 19.8% | Q1 2026 | Apr 14, 2026 |
| B&D White Capital Company, LLC | History | Added to | 165,274 | 5,791 | 0.72% | 0.6% | 142 | +8,126 | 5.17% | Q1 2026 | May 13, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Added to | 159,712 | 5,596 | 5.75% | 5.25% | 143 | +22,321 | 16.25% | Q1 2026 | May 04, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 158,830 | 5,565 | 0.65% | 0.52% | 144 | +22,809 | 16.77% | Q1 2026 | May 06, 2026 |
| American Investment Services, Inc. | History | Added to | 154,956 | 5,429 | 1.21% | 1.16% | 145 | +3,633 | 2.4% | Q1 2026 | May 13, 2026 |
| Burk Holdings LLC | History | Reduced | 153,309 | 5,371 | 2.3% | 2.41% | 146 | -626 | -0.41% | Q1 2026 | May 07, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 152,831 | 5,355 | 0.8% | 0.74% | 147 | -77 | -0.05% | Q1 2026 | Apr 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 151,885 | 5,322 | 0.0% | — | 148 | +151,885 | New | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 150,224 | 5,264 | 0.03% | 0.02% | 149 | +16,599 | 12.42% | Q1 2026 | May 15, 2026 |
| Richardson Capital Management LLC | History | Added to | 146,886 | 5,146 | 2.48% | 0.03% | 150 | +144,959 | 7522.52% | Q1 2026 | May 12, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 145,127 | 5,085 | 4.29% | 3.99% | 151 | +7,603 | 5.53% | Q1 2026 | Apr 21, 2026 |
| Forum Financial Management, LP | History | Added to | 143,601 | 5,031 | 0.07% | 0.06% | 152 | +3,129 | 2.23% | Q1 2026 | Apr 23, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 142,833 | 5,004 | 2.98% | 2.63% | 153 | +21,027 | 17.26% | Q1 2026 | May 12, 2026 |
| Level Financial Advisors | History | Added to | 138,300 | 4,846 | 1.24% | 1.09% | 154 | +12,537 | 9.97% | Q1 2026 | Apr 10, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Added to | 136,148 | 4,779 | 2.74% | 2.26% | 155 | +17,097 | 14.36% | Q1 2026 | Apr 10, 2026 |
| Fermata Advisors, LLC | History | Reduced | 136,293 | 4,775 | 1.08% | 1.1% | 156 | -3,347 | -2.4% | Q1 2026 | Apr 08, 2026 |
| Cravens & Co Advisors, LLC | History | Added to | 136,186 | 4,771 | 3.1% | 3.08% | 157 | +106 | 0.08% | Q1 2026 | May 13, 2026 |
| SACHEM HILL LLC | History | Added to | 135,285 | 4,740 | 0.92% | 0.85% | 158 | +2,158 | 1.62% | Q1 2026 | May 13, 2026 |
| Hill Investment Group Partners, LLC | History | Added to | 134,617 | 4,716 | 0.52% | 0.53% | 159 | +96 | 0.07% | Q1 2026 | May 12, 2026 |
| INTEGRATED CAPITAL MANAGEMENT, INC. | History | Added to | 134,316 | 4,706 | 3.13% | 2.55% | 160 | +17,474 | 14.96% | Q1 2026 | May 07, 2026 |
| Financial Symmetry Inc | History | Added to | 124,227 | 4,677 | 1.66% | 1.47% | 161 | +14,961 | 13.69% | Q1 2026 | May 11, 2026 |
| Three Arch Wealth Management LLC | History | Reduced | 131,504 | 4,607 | 0.83% | 0.91% | 162 | -15,859 | -10.76% | Q1 2026 | May 06, 2026 |
| V2 Financial group LLC | History | Added to | 127,767 | 4,476 | 2.08% | 2.0% | 163 | +4,308 | 3.49% | Q1 2026 | May 04, 2026 |
| BIP Wealth, LLC | History | Added to | 127,257 | 4,459 | 0.18% | 0.11% | 164 | +29,006 | 29.52% | Q1 2026 | Apr 27, 2026 |
| Quent Capital, LLC | History | Added to | 127,153 | 4,455 | 0.32% | 0.28% | 165 | +9,014 | 7.63% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 124,378 | 4,358 | 0.13% | 0.13% | 166 | +20,317 | 19.52% | Q1 2026 | May 15, 2026 |
| Summit Wealth Group, LLC | History | Added to | 123,316 | 4,320 | 0.99% | 0.92% | 167 | +3,742 | 3.13% | Q1 2026 | May 04, 2026 |
| Summit Financial, LLC | History | New | 120,664 | 4,228 | 0.05% | — | 168 | +120,664 | New | Q1 2026 | May 15, 2026 |
| NKCFO LLC | History | Added to | 119,750 | 4,196 | 1.24% | 0.84% | 169 | +31,300 | 35.39% | Q1 2026 | May 11, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 119,586 | 4,190 | 0.47% | 0.45% | 170 | -2,801 | -2.29% | Q1 2026 | May 05, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 117,168 | 4,105 | 0.43% | 0.54% | 171 | -5,857 | -4.76% | Q1 2026 | Apr 23, 2026 |
| UBS Group AG | History | Added to | 114,652 | 4,017 | 0.0% | 0.0% | 172 | +114,452 | 57226.0% | Q1 2026 | May 05, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 114,291 | 4,004 | 1.11% | 0.97% | 173 | +16,846 | 17.29% | Q1 2026 | Apr 24, 2026 |
| Blue Trust, Inc. | History | Added to | 113,668 | 3,982 | 0.05% | 0.04% | 174 | +17,233 | 17.87% | Q1 2026 | Apr 20, 2026 |
| Gibraltar Capital Management, Inc. | History | Added to | 108,420 | 3,799 | 0.65% | 0.51% | 175 | +16,590 | 18.07% | Q1 2026 | Apr 13, 2026 |
| ABLE Financial Group, LLC | History | Reduced | 107,187 | 3,755 | 0.73% | 0.74% | 176 | -3,945 | -3.55% | Q1 2026 | Apr 20, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 107,047 | 3,750 | 0.42% | 0.47% | 177 | -19,400 | -15.34% | Q1 2026 | Apr 08, 2026 |
| WealthCollab, LLC | History | No change | 104,840 | 3,673 | 1.51% | 1.41% | 178 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Team Hewins, LLC | History | Reduced | 104,353 | 3,656 | 1.09% | 1.11% | 179 | -822 | -0.78% | Q1 2026 | Apr 30, 2026 |
| Horizon Investments, LLC | History | New | 104,016 | 3,644 | 0.04% | — | 180 | +104,016 | New | Q1 2026 | May 14, 2026 |
| Corus Family Wealth Advisors | History | Added to | 103,031 | 3,610 | 2.94% | 2.57% | 181 | +4,939 | 5.04% | Q1 2026 | Apr 28, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 102,727 | 3,599 | 0.32% | 0.41% | 182 | -5,601 | -5.17% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 102,388 | 3,587 | 0.09% | — | 183 | +102,388 | New | Q1 2026 | May 15, 2026 |
| CSS LLC/IL | History | Reduced | 99,860 | 3,499 | 0.17% | 0.16% | 184 | -9,160 | -8.4% | Q1 2026 | May 15, 2026 |
| LAM GROUP, INC. | History | Reduced | 97,995 | 3,433 | 1.89% | 1.86% | 185 | -995 | -1.01% | Q1 2026 | Apr 22, 2026 |
| Two West Capital Advisors LLC | History | Added to | 92,610 | 3,433 | 1.82% | 1.76% | 186 | +725 | 0.79% | Q1 2026 | May 04, 2026 |
| COMMERCE BANK | History | New | 97,935 | 3,431 | 0.02% | — | 187 | +97,935 | New | Q1 2026 | May 11, 2026 |
| VANCE WEALTH, LLC | History | Added to | 97,791 | 3,426 | 0.99% | 0.85% | 188 | +11,085 | 12.78% | Q1 2026 | May 15, 2026 |
| BetterWealth, LLC | History | Reduced | 96,612 | 3,385 | 0.66% | 0.75% | 189 | -3,711 | -3.7% | Q1 2026 | Apr 24, 2026 |
| Royal Harbor Partners, LLC | History | New | 95,312 | 3,339 | 1.13% | — | 190 | +95,312 | New | Q1 2026 | Apr 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 94,846 | 3,323 | 0.0% | 0.0% | 191 | +61,067 | 180.78% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 94,442 | 3,309 | 0.06% | 0.06% | 192 | +2,970 | 3.25% | Q1 2026 | May 12, 2026 |
| Austin Private Wealth, LLC | History | No change | 100,353 | 3,300 | 0.25% | 0.25% | 193 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Trailhead Planners LLC | History | Added to | 93,870 | 3,289 | 3.16% | 3.01% | 194 | +719 | 0.77% | Q1 2026 | May 06, 2026 |
| Integrated Wealth Concepts LLC | History | New | 92,609 | 3,245 | 0.03% | — | 195 | +92,609 | New | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 92,256 | 3,232 | 0.02% | 0.01% | 196 | +69,229 | 300.64% | Q1 2026 | Apr 15, 2026 |
| Madrid Wealth Management, LLC | History | Reduced | 91,905 | 3,220 | 2.43% | 2.46% | 197 | -433 | -0.47% | Q1 2026 | Apr 21, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 91,394 | 3,202 | 1.97% | 1.88% | 198 | +117 | 0.13% | Q1 2026 | Apr 22, 2026 |
| Burton Enright Welch | History | Added to | 89,257 | 3,127 | 0.43% | 0.4% | 199 | +2,605 | 3.01% | Q1 2026 | May 01, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 89,200 | 3,125 | 0.0% | — | 200 | +89,200 | New | Q1 2026 | May 14, 2026 |
| W.H. Cornerstone Investments Inc. | History | Reduced | 89,088 | 3,121 | 1.95% | 2.21% | 201 | -22,430 | -20.11% | Q1 2026 | Apr 28, 2026 |
| SNS Financial Group, LLC | History | Reduced | 86,794 | 3,041 | 0.26% | 0.25% | 202 | -938 | -1.07% | Q1 2026 | Apr 14, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 86,288 | 3,023 | 1.2% | 1.1% | 203 | +4,288 | 5.23% | Q1 2026 | Apr 24, 2026 |
| FineMark National Bank & Trust | History | No change | 91,624 | 3,013 | 0.09% | 0.09% | 204 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 85,971 | 3,012 | 0.57% | 0.96% | 205 | -67,583 | -44.01% | Q1 2026 | Apr 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 85,688 | 3,002 | 0.06% | 0.09% | 206 | -53,001 | -38.22% | Q1 2026 | Apr 14, 2026 |
| Oak Wealth Advisors LLC | History | Reduced | 85,298 | 2,988 | 1.64% | 1.65% | 207 | -2,181 | -2.49% | Q1 2026 | Apr 21, 2026 |
| Alpha Advisors, LLC/VA | History | Added to | 84,023 | 2,944 | 2.32% | 2.08% | 208 | +1,908 | 2.32% | Q1 2026 | May 14, 2026 |
| Vannoy Advisory Group, Inc. | History | Reduced | 83,947 | 2,941 | 1.86% | 1.78% | 209 | -1,290 | -1.51% | Q1 2026 | Apr 22, 2026 |
| Wealthfront Advisers LLC | History | Added to | 83,377 | 2,921 | 0.01% | 0.01% | 210 | +8,308 | 11.07% | Q1 2026 | May 05, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 82,929 | 2,905 | 0.44% | 0.41% | 211 | +3,297 | 4.14% | Q1 2026 | Apr 14, 2026 |
| CITIGROUP INC | History | Added to | 82,312 | 2,884 | 0.0% | 0.0% | 212 | +25,938 | 46.01% | Q1 2026 | May 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 82,315 | 2,884 | 0.14% | 0.11% | 213 | +12,840 | 18.48% | Q1 2026 | Apr 28, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 81,507 | 2,855 | 0.02% | 0.01% | 214 | +2,073 | 2.61% | Q1 2026 | May 05, 2026 |
| Dakota Wealth Management | History | Added to | 80,806 | 2,831 | 0.06% | 0.04% | 215 | +15,237 | 23.24% | Q1 2026 | May 07, 2026 |
| RAM Investment Partners, LLC | History | Added to | 80,767 | 2,830 | 0.5% | 0.27% | 216 | +35,039 | 76.62% | Q1 2026 | May 04, 2026 |
| WorthPointe, LLC | History | Added to | 77,654 | 2,720 | 0.74% | 0.66% | 217 | +837 | 1.09% | Q1 2026 | May 12, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 77,600 | 2,719 | 0.14% | 0.13% | 218 | +1,942 | 2.57% | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 76,791 | 2,690 | 0.65% | 0.59% | 219 | +2,667 | 3.6% | Q1 2026 | May 01, 2026 |
| Savvy Advisors, Inc. | History | Added to | 76,000 | 2,663 | 0.07% | 0.04% | 220 | +42,758 | 128.63% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 75,461 | 2,644 | 0.0% | 0.0% | 221 | -12,970 | -14.67% | Q1 2026 | Apr 27, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 74,160 | 2,598 | 0.71% | 0.66% | 222 | -776 | -1.04% | Q1 2026 | May 04, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 74,088 | 2,596 | 0.69% | 0.64% | 223 | -553 | -0.74% | Q1 2026 | Apr 27, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 72,812 | 2,551 | 0.43% | 0.42% | 224 | +982 | 1.37% | Q1 2026 | Apr 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 72,544 | 2,541 | 0.0% | 0.0% | 225 | +55,103 | 315.94% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 72,522 | 2,541 | 0.0% | 0.0% | 226 | +4,543 | 6.68% | Q1 2026 | May 07, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 72,494 | 2,540 | 0.65% | 0.62% | 227 | +79 | 0.11% | Q1 2026 | May 01, 2026 |
| Daner Wealth Management, LLC | History | Added to | 68,259 | 2,520 | 1.48% | 0.99% | 228 | +24,775 | 56.97% | Q1 2026 | May 13, 2026 |
| Emprise Bank | History | Added to | 70,540 | 2,471 | 0.99% | 0.89% | 229 | +5,661 | 8.73% | Q1 2026 | Apr 20, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Added to | 66,687 | 2,470 | 1.02% | 0.98% | 230 | +2,563 | 4.0% | Q1 2026 | Apr 22, 2026 |
| Warburton Capital Management, LLC | History | Added to | 67,723 | 2,461 | 1.2% | 0.44% | 231 | +43,924 | 184.56% | Q1 2026 | May 01, 2026 |
| Evensky & Katz LLC | History | Reduced | 67,600 | 2,369 | 0.13% | 0.13% | 232 | -4,941 | -6.81% | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Added to | 67,505 | 2,365 | 0.01% | 0.01% | 233 | +1,466 | 2.22% | Q1 2026 | May 15, 2026 |
| Hudson Value Partners, LLC | History | New | 66,770 | 2,339 | 0.7% | — | 234 | +66,770 | New | Q1 2026 | Apr 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 65,288 | 2,287 | 0.04% | 0.0% | 235 | +58,122 | 811.08% | Q1 2026 | Apr 07, 2026 |
| MB Generational Wealth, LLC | History | Added to | 64,651 | 2,265 | 1.25% | 1.03% | 236 | +5,362 | 9.04% | Q1 2026 | May 04, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 62,399 | 2,186 | 0.23% | 0.23% | 237 | -161 | -0.26% | Q1 2026 | Apr 14, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 66,401 | 2,183 | 1.57% | 1.57% | 238 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Grant Private Wealth Management Inc | History | Added to | 62,257 | 2,181 | 1.16% | 1.14% | 239 | +4,664 | 8.1% | Q1 2026 | Apr 14, 2026 |
| True Wealth Design, LLC | History | Reduced | 61,662 | 2,160 | 0.6% | 0.61% | 240 | -1,168 | -1.86% | Q1 2026 | Apr 13, 2026 |
| Twin Cities Retirement Group LLC | History | Added to | 60,511 | 2,120 | 1.94% | 1.82% | 241 | +3,172 | 5.53% | Q1 2026 | Apr 14, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 60,459 | 2,118 | 0.32% | 0.28% | 242 | +5,980 | 10.98% | Q1 2026 | Apr 22, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 60,115 | 2,106 | 0.77% | 0.76% | 243 | -1,511 | -2.45% | Q1 2026 | Apr 09, 2026 |
| Meritas Wealth Management, LLC | History | Reduced | 60,033 | 2,103 | 0.95% | 0.96% | 244 | -422 | -0.7% | Q1 2026 | Apr 09, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 59,679 | 2,091 | 1.25% | 1.1% | 245 | +6,287 | 11.78% | Q1 2026 | Apr 27, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 58,572 | 2,052 | 0.38% | 0.35% | 246 | -232 | -0.39% | Q1 2026 | May 06, 2026 |
| Brookstone Capital Management | History | Added to | 57,172 | 2,003 | 0.02% | 0.01% | 247 | +18,863 | 49.24% | Q1 2026 | Apr 16, 2026 |
| GEM Asset Management, LLC | History | Added to | 56,774 | 1,989 | 0.88% | 0.51% | 248 | +22,877 | 67.49% | Q1 2026 | Apr 10, 2026 |
| Approach Retirement Advisors, LLC | History | Reduced | 56,447 | 1,977 | 1.64% | 1.73% | 249 | -4,483 | -7.36% | Q1 2026 | Apr 14, 2026 |
| Greenspring Advisors, LLC | History | Added to | 55,876 | 1,957 | 0.12% | 0.1% | 250 | +4,503 | 8.77% | Q1 2026 | May 04, 2026 |
| SageView Advisory Group, LLC | History | No change | 59,259 | 1,949 | 0.07% | 0.07% | 251 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wedmont Private Capital | History | Added to | 52,687 | 1,905 | 0.06% | 0.06% | 252 | +1,582 | 3.1% | Q1 2026 | Apr 09, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 54,287 | 1,902 | 0.18% | 0.18% | 253 | +3 | 0.01% | Q1 2026 | May 13, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 53,850 | 1,886 | 0.76% | 0.71% | 254 | +671 | 1.26% | Q1 2026 | Apr 20, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 51,880 | 1,885 | 0.11% | 0.1% | 255 | +1,204 | 2.38% | Q1 2026 | Apr 17, 2026 |
| Sage Mountain Advisors LLC | History | New | 53,769 | 1,884 | 0.13% | — | 256 | +53,769 | New | Q1 2026 | May 11, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 51,619 | 1,808 | 0.13% | 0.12% | 257 | +2,600 | 5.3% | Q1 2026 | Apr 29, 2026 |
| Triangle Securities Wealth Management | History | Added to | 51,125 | 1,791 | 0.41% | 0.06% | 258 | +41,824 | 449.67% | Q1 2026 | Apr 20, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 49,860 | 1,747 | 0.82% | 0.5% | 259 | +19,400 | 63.69% | Q1 2026 | Apr 14, 2026 |
| Cloud Capital Management, LLC | History | Added to | 49,257 | 1,725 | 0.75% | 0.76% | 260 | +141 | 0.29% | Q1 2026 | May 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 49,057 | 1,718 | 0.04% | 0.04% | 261 | -5,838 | -10.63% | Q1 2026 | May 15, 2026 |
| Aerodigm Wealth, LLC | History | No change | 48,836 | 1,711 | 0.64% | 0.62% | 262 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HFG Advisors, Inc. | History | Added to | 48,299 | 1,692 | 1.19% | 1.11% | 263 | +1,524 | 3.26% | Q1 2026 | May 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 48,285 | 1,691 | 0.03% | 0.03% | 264 | +6,882 | 16.62% | Q1 2026 | May 11, 2026 |
| ATLas Financial Planning LLC | History | Added to | 48,096 | 1,685 | 1.51% | 1.26% | 265 | +9,169 | 23.55% | Q1 2026 | Apr 27, 2026 |
| Financially in Tune, LLC | History | Added to | 47,917 | 1,679 | 1.44% | 1.33% | 266 | +4,423 | 10.17% | Q1 2026 | Apr 22, 2026 |
| MORGAN STANLEY | History | Added to | 47,839 | 1,676 | 0.0% | 0.0% | 267 | +7,026 | 17.22% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 47,651 | 1,669 | 0.0% | 0.0% | 268 | +24,337 | 104.39% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 47,504 | 1,664 | 0.04% | 0.03% | 269 | +1,489 | 3.24% | Q1 2026 | May 01, 2026 |
| Austin Asset Management Co Inc | History | No change | 47,513 | 1,664 | 0.27% | 0.26% | 270 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Pacific Park Financial, Inc. | History | New | 47,451 | 1,662 | 1.08% | — | 271 | +47,451 | New | Q1 2026 | Apr 21, 2026 |
| Gemmer Asset Management LLC | History | Reduced | 47,119 | 1,651 | 0.13% | 0.12% | 272 | -422 | -0.89% | Q1 2026 | Apr 22, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 47,014 | 1,647 | 0.22% | 0.19% | 273 | +5,708 | 13.82% | Q1 2026 | Apr 13, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 46,582 | 1,632 | 0.2% | 0.1% | 274 | +20,561 | 79.02% | Q1 2026 | Apr 10, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 45,644 | 1,599 | 0.7% | 0.75% | 276 | -7,630 | -14.32% | Q1 2026 | May 05, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 45,639 | 1,599 | 0.04% | 0.04% | 275 | +1,014 | 2.27% | Q1 2026 | May 15, 2026 |
| Pacific Asset Management, LLC | History | Added to | 45,506 | 1,594 | 0.89% | 0.84% | 277 | +2,906 | 6.82% | Q1 2026 | May 01, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 45,324 | 1,588 | 0.13% | 0.14% | 278 | +728 | 1.63% | Q1 2026 | Apr 16, 2026 |
| E6 Portfolios, LLC | History | Added to | 45,279 | 1,586 | 1.65% | 1.24% | 280 | +12,296 | 37.28% | Q1 2026 | May 12, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 45,264 | 1,586 | 0.18% | 0.17% | 279 | -955 | -2.07% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | New | 45,117 | 1,580 | 0.02% | — | 282 | +45,117 | New | Q1 2026 | May 12, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 45,101 | 1,580 | 0.64% | 0.34% | 281 | +21,538 | 91.41% | Q1 2026 | Apr 30, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 44,553 | 1,561 | 0.54% | 0.48% | 283 | +3,880 | 9.54% | Q1 2026 | Apr 23, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 43,680 | 1,530 | 0.39% | 0.33% | 284 | +6,862 | 18.64% | Q1 2026 | Apr 29, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 43,437 | 1,522 | 0.65% | 0.62% | 285 | -1,086 | -2.44% | Q1 2026 | May 15, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 42,281 | 1,481 | 0.59% | 0.55% | 286 | +1,642 | 4.04% | Q1 2026 | May 12, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 42,168 | 1,477 | 0.68% | 0.65% | 287 | +3,516 | 9.1% | Q1 2026 | Apr 16, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 42,140 | 1,476 | 0.65% | 0.58% | 288 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Added to | 42,063 | 1,473 | 0.32% | 0.23% | 289 | +9,262 | 28.24% | Q1 2026 | Apr 14, 2026 |
| Boston Partners | History | Added to | 41,975 | 1,470 | 0.0% | 0.0% | 290 | +284 | 0.68% | Q1 2026 | May 11, 2026 |
| Aegis Wealth Management LLC | History | Added to | 41,839 | 1,466 | 0.84% | 0.73% | 291 | +2,587 | 6.59% | Q1 2026 | Apr 22, 2026 |
| Wealth Management Nebraska | History | Added to | 41,232 | 1,444 | 0.15% | 0.13% | 292 | +5,999 | 17.03% | Q1 2026 | May 15, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Added to | 40,172 | 1,407 | 0.63% | 0.56% | 293 | +4,042 | 11.19% | Q1 2026 | Apr 27, 2026 |
| Oder Investment Management, LLC | History | Added to | 39,966 | 1,400 | 1.08% | 0.87% | 294 | +3,445 | 9.43% | Q1 2026 | May 05, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 39,922 | 1,398 | 0.53% | 0.62% | 295 | +1,350 | 3.5% | Q1 2026 | May 15, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 38,427 | 1,389 | 0.32% | 0.3% | 296 | +2,555 | 7.12% | Q1 2026 | Apr 10, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 39,215 | 1,374 | 0.09% | 0.08% | 297 | +1,430 | 3.78% | Q1 2026 | May 05, 2026 |
| Broadhurst Jeffrey B | History | No change | 37,444 | 1,312 | 1.34% | 1.28% | 298 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Flagstone Financial Management | History | Added to | 37,318 | 1,307 | 0.32% | 0.27% | 299 | +5,053 | 15.66% | Q1 2026 | Apr 27, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 36,208 | 1,268 | 0.34% | 0.32% | 300 | +13 | 0.04% | Q1 2026 | Apr 20, 2026 |