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.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| 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 |
| NewEdge Advisors, LLC | History | Reduced | 488,295 | 1,210 | 0.06% | 0.07% | 301 | -97,419 | -16.63% | Q1 2026 | May 15, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | No change | 34,263 | 1,200 | 1.13% | 0.98% | 302 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wealth Preservation Advisors, LLC | History | Reduced | 34,048 | 1,193 | 0.99% | 0.61% | 303 | -2,825 | -7.66% | Q1 2026 | May 15, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 32,864 | 1,191 | 0.07% | 0.07% | 304 | -326 | -0.98% | Q1 2026 | Apr 20, 2026 |
| HBE Wealth Management, LLC | History | Added to | 33,788 | 1,183 | 1.03% | 1.02% | 305 | +691 | 2.09% | Q1 2026 | Apr 28, 2026 |
| Wilkerson Advisory Group LLC | History | Reduced | 33,671 | 1,179 | 0.41% | 0.4% | 306 | -973 | -2.81% | Q1 2026 | May 08, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 32,874 | 1,151 | 0.39% | 0.39% | 307 | -382 | -1.15% | Q1 2026 | May 11, 2026 |
| Global Financial Private Client, LLC | History | Added to | 32,635 | 1,143 | 0.37% | 0.07% | 308 | +26,337 | 418.18% | Q1 2026 | Apr 20, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 32,178 | 1,127 | 0.38% | 0.54% | 309 | -14,937 | -31.7% | Q1 2026 | May 05, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 32,152 | 1,126 | 0.15% | 0.14% | 310 | -4,869 | -13.15% | Q1 2026 | Apr 10, 2026 |
| Canvas Wealth Advisors, LLC | History | New | 31,444 | 1,101 | 0.19% | — | 311 | +31,444 | New | Q1 2026 | Apr 28, 2026 |
| GEN Financial Management, INC. | History | Reduced | 31,366 | 1,099 | 0.68% | 0.65% | 312 | -201 | -0.64% | Q1 2026 | Apr 16, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 31,359 | 1,098 | 0.57% | 0.56% | 313 | +244 | 0.78% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 31,190 | 1,092 | 0.01% | — | 314 | +31,190 | New | Q1 2026 | Apr 20, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Reduced | 31,010 | 1,086 | 0.1% | 0.1% | 315 | -75 | -0.24% | Q1 2026 | Apr 23, 2026 |
| Total Wealth Planning, LLC | History | No change | 32,598 | 1,072 | 2.29% | 2.29% | 316 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Shearwater Capital LLC | History | Added to | 30,461 | 1,067 | 0.56% | 0.4% | 317 | +9,240 | 43.54% | Q1 2026 | Apr 09, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 30,396 | 1,065 | 0.35% | 0.33% | 318 | +217 | 0.72% | Q1 2026 | Apr 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 30,268 | 1,060 | 0.01% | 0.01% | 319 | +810 | 2.75% | Q1 2026 | May 13, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 29,749 | 1,042 | 0.47% | 0.42% | 320 | +2,006 | 7.23% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | New | 29,681 | 1,040 | 0.01% | — | 321 | +29,681 | New | Q1 2026 | Apr 08, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 29,102 | 1,019 | 0.07% | 0.09% | 322 | -1,023 | -3.4% | Q1 2026 | May 07, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 29,441 | 1,011 | 0.04% | 0.04% | 323 | -2,544 | -7.95% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 27,844 | 976 | 0.03% | — | 324 | +27,844 | New | Q1 2026 | May 15, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 27,634 | 968 | 0.57% | 0.54% | 325 | +14,458 | 109.73% | Q1 2026 | Apr 16, 2026 |
| FMB WEALTH MANAGEMENT | History | Reduced | 27,615 | 967 | 0.4% | 0.36% | 326 | -220 | -0.79% | Q1 2026 | Apr 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 27,427 | 961 | 0.05% | 0.06% | 327 | -2,976 | -9.79% | Q1 2026 | Apr 09, 2026 |
| Foster Group, Inc. | History | Reduced | 26,980 | 945 | 0.03% | 0.03% | 328 | -507 | -1.84% | Q1 2026 | Apr 13, 2026 |
| BDFS Capital LLC | History | Added to | 26,870 | 941 | 0.45% | 0.42% | 329 | +1,293 | 5.06% | Q1 2026 | Apr 15, 2026 |
| Ponta Wealth Partners, LLC | History | Reduced | 26,428 | 926 | 0.74% | 1.07% | 330 | -8,398 | -24.11% | Q1 2026 | May 11, 2026 |
| William Mack & Associates, Inc. | History | Added to | 26,332 | 922 | 0.53% | 0.12% | 331 | +18,812 | 250.16% | Q1 2026 | Apr 14, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 26,178 | 917 | 0.36% | 0.33% | 332 | +1,184 | 4.74% | Q1 2026 | May 01, 2026 |
| Global Trust Wealth Management LLC | History | Added to | 26,020 | 911 | 0.69% | 0.55% | 333 | +3,227 | 14.16% | Q1 2026 | Apr 14, 2026 |
| Financial Plan, Inc. | History | Added to | 25,804 | 904 | 0.1% | 0.1% | 334 | +115 | 0.45% | Q1 2026 | Apr 24, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 25,561 | 895 | 0.27% | 0.28% | 335 | -1,771 | -6.48% | Q1 2026 | Apr 28, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 23,539 | 882 | 0.32% | 0.27% | 336 | +4,942 | 26.57% | Q1 2026 | May 08, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | Added to | 25,040 | 877 | 0.4% | 0.37% | 337 | +1,054 | 4.39% | Q1 2026 | Apr 20, 2026 |
| TCFG Investment Advisors, LLC | History | New | 24,918 | 873 | 0.33% | — | 339 | +24,918 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 24,918 | 873 | 0.33% | 0.33% | 338 | -580 | -2.27% | Q1 2026 | Apr 23, 2026 |
| MSA Advisors, LLC | History | New | 24,793 | 868 | 0.26% | — | 341 | +24,793 | New | Q1 2026 | May 15, 2026 |
| Diversified Trust Co | History | No change | 24,796 | 868 | 0.02% | 0.02% | 340 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 24,485 | 857 | 0.4% | 0.41% | 342 | -1,647 | -6.3% | Q1 2026 | May 14, 2026 |
| GeoWealth Management, LLC | History | Added to | 24,423 | 855 | 0.03% | 0.02% | 343 | +9,097 | 59.36% | Q1 2026 | May 13, 2026 |
| REDW Wealth LLC | History | Reduced | 24,406 | 855 | 0.34% | 0.31% | 344 | -304 | -1.23% | Q1 2026 | May 07, 2026 |
| Clark Asset Management, LLC | History | Added to | 23,943 | 838 | 0.08% | 0.06% | 345 | +7,657 | 47.02% | Q1 2026 | Apr 16, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 23,800 | 833 | 0.1% | 0.03% | 346 | +15,800 | 197.5% | Q1 2026 | Apr 17, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 23,442 | 821 | 0.01% | 0.01% | 347 | -3,903 | -14.27% | Q1 2026 | May 01, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 23,333 | 817 | 0.08% | 0.07% | 348 | +668 | 2.95% | Q1 2026 | Apr 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 23,395 | 810 | 0.01% | — | 349 | +23,395 | New | Q1 2026 | May 15, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 23,021 | 806 | 0.08% | 0.08% | 350 | -99 | -0.43% | Q1 2026 | May 05, 2026 |
| DBK Financial Counsel, LLC | History | No change | 24,321 | 799 | 0.61% | 0.61% | 351 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Advisory Services Network, LLC | History | Added to | 22,765 | 797 | 0.01% | 0.01% | 352 | +129 | 0.57% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 22,279 | 780 | 0.13% | 0.1% | 353 | -657 | -2.86% | Q1 2026 | May 15, 2026 |
| Golden Bell Financial Planning LLC | History | Reduced | 22,080 | 773 | 0.62% | 0.62% | 354 | -549 | -2.43% | Q1 2026 | May 05, 2026 |
| Disciplined Investments, LLC | History | No change | 21,602 | 756 | 0.27% | 0.27% | 355 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 21,538 | 754 | 0.04% | 0.04% | 356 | -1,550 | -6.71% | Q1 2026 | Apr 13, 2026 |
| CLG LLC | History | Reduced | 21,275 | 745 | 0.18% | 0.18% | 357 | -497 | -2.28% | Q1 2026 | May 14, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 20,835 | 730 | 0.36% | 0.34% | 358 | -329 | -1.55% | Q1 2026 | May 14, 2026 |
| CVA Family Office, LLC | History | No change | 20,717 | 725 | 0.08% | 0.08% | 359 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 20,660 | 723 | 0.0% | 0.0% | 360 | -2,773 | -11.83% | Q1 2026 | May 15, 2026 |
| DeLarme Wealth Management, Inc. | History | Reduced | 20,385 | 714 | 0.46% | 0.48% | 361 | -175 | -0.85% | Q1 2026 | Apr 23, 2026 |
| Avondale Wealth Management | History | Added to | 20,363 | 713 | 0.35% | 0.34% | 362 | +36 | 0.18% | Q1 2026 | Apr 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 20,204 | 707 | 0.02% | 0.02% | 363 | -5,695 | -21.99% | Q1 2026 | Apr 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 20,156 | 706 | 0.0% | 0.0% | 364 | +180 | 0.9% | Q1 2026 | May 05, 2026 |
| Peirce Capital Management, LLC | History | No change | 19,933 | 698 | 0.27% | 0.26% | 365 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Powerhouse Assets LLC | History | Added to | 19,877 | 696 | 0.61% | 0.5% | 366 | +2,430 | 13.93% | Q1 2026 | Apr 28, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 19,767 | 692 | 0.1% | 0.09% | 367 | +122 | 0.62% | Q1 2026 | Apr 24, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 19,685 | 689 | 0.07% | 0.07% | 368 | +44 | 0.22% | Q1 2026 | Apr 08, 2026 |
| Spire Wealth Management | History | Added to | 19,656 | 688 | 0.02% | 0.02% | 370 | +2,479 | 14.43% | Q1 2026 | Apr 22, 2026 |
| HANOVER ADVISORS INC | History | Added to | 19,660 | 688 | 0.28% | 0.24% | 369 | +901 | 4.8% | Q1 2026 | May 07, 2026 |
| Sensenig Capital Advisors, Inc | History | Reduced | 19,616 | 687 | 0.7% | 0.67% | 371 | -322 | -1.62% | Q1 2026 | Apr 14, 2026 |
| JDH Wealth Management, LLC | History | No change | 19,182 | 672 | 0.45% | 0.43% | 372 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Equitable Holdings, Inc. | History | Added to | 20,300 | 667 | 0.0% | 0.0% | 373 | +1,370 | 7.24% | Q1 2026 | May 15, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 18,914 | 662 | 0.48% | 0.45% | 374 | +900 | 5.0% | Q1 2026 | Apr 13, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 18,819 | 659 | 0.16% | 0.15% | 375 | -294 | -1.54% | Q1 2026 | Apr 10, 2026 |
| Vantus Wealth LLC | History | No change | 19,828 | 652 | 0.48% | 0.48% | 376 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NWAM LLC | History | Added to | 18,558 | 650 | 0.04% | 0.02% | 377 | +5,058 | 37.47% | Q1 2026 | May 04, 2026 |
| Fort Vancouver Investment Management, LLC | History | Reduced | 18,554 | 650 | 0.33% | 0.33% | 378 | -287 | -1.52% | Q1 2026 | May 15, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 18,475 | 647 | 0.1% | 0.39% | 379 | -59,842 | -76.41% | Q1 2026 | May 04, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 18,428 | 645 | 0.22% | 0.36% | 380 | -14,424 | -43.91% | Q1 2026 | Apr 08, 2026 |
| Aurelius Family Office LLC | History | Reduced | 18,130 | 635 | 0.28% | 0.26% | 381 | -29 | -0.16% | Q1 2026 | Apr 08, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 18,022 | 631 | 0.2% | 0.2% | 382 | +109 | 0.61% | Q1 2026 | Apr 15, 2026 |
| Astra Wealth Partners LLC | History | No change | 17,950 | 628 | 0.37% | 0.35% | 383 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Reduced | 17,911 | 627 | 0.31% | 0.32% | 384 | -1,631 | -8.35% | Q1 2026 | Apr 30, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Reduced | 17,586 | 616 | 0.37% | 0.35% | 385 | -280 | -1.57% | Q1 2026 | Apr 15, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 17,256 | 604 | 0.18% | 0.17% | 386 | +432 | 2.57% | Q1 2026 | Apr 10, 2026 |
| Freedom Day Solutions, LLC | History | New | 17,153 | 601 | 0.16% | — | 387 | +17,153 | New | Q1 2026 | May 05, 2026 |
| Tandem Financial, LLC | History | New | 17,122 | 599 | 0.19% | — | 388 | +17,122 | New | Q1 2026 | May 08, 2026 |
| Waterway Wealth Management, LLC | History | Reduced | 16,720 | 585 | 0.13% | 0.34% | 389 | -28,887 | -63.34% | Q1 2026 | Apr 21, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 16,671 | 584 | 0.02% | 0.02% | 390 | -519 | -3.02% | Q1 2026 | Apr 22, 2026 |
| Quantinno Capital Management LP | History | Reduced | 16,563 | 580 | 0.0% | 0.0% | 393 | -8,107 | -32.86% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 16,568 | 580 | 0.01% | 0.01% | 392 | +503 | 3.13% | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | No change | 16,569 | 580 | 0.01% | 0.01% | 391 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Wright Wealth LLC | History | Added to | 16,497 | 578 | 0.39% | 0.32% | 394 | +1,369 | 9.05% | Q1 2026 | May 15, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 17,551 | 577 | 0.19% | 0.19% | 395 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Verisail Partners, LLC | History | No change | 16,451 | 576 | 0.23% | 0.22% | 396 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Friday Financial | History | Reduced | 16,027 | 561 | 0.19% | 0.26% | 397 | -6,794 | -29.77% | Q1 2026 | Apr 16, 2026 |
| SB Capital Management Inc | History | No change | 17,006 | 559 | 0.2% | 0.2% | 398 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 15,910 | 557 | 0.0% | 0.0% | 399 | +730 | 4.81% | Q1 2026 | Apr 22, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 15,834 | 554 | 0.02% | 0.03% | 400 | -8,011 | -33.6% | Q1 2026 | Apr 28, 2026 |
| 25 LLC | History | Reduced | 15,399 | 539 | 0.17% | 0.17% | 401 | -612 | -3.82% | Q1 2026 | Apr 20, 2026 |
| Clearstead Advisors, LLC | History | Added to | 15,014 | 526 | 0.0% | 0.01% | 402 | +1,724 | 12.97% | Q1 2026 | May 06, 2026 |
| HB Wealth Management, LLC | History | No change | 15,001 | 525 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Meredith Wealth Planning | History | Reduced | 14,950 | 523 | 0.14% | 0.15% | 404 | -131 | -0.87% | Q1 2026 | Apr 27, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Reduced | 14,890 | 521 | 0.18% | 0.17% | 405 | -835 | -5.31% | Q1 2026 | Apr 23, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 14,853 | 520 | 0.06% | 0.04% | 406 | +4,905 | 49.31% | Q1 2026 | May 05, 2026 |
| AlphaCore Capital LLC | History | Added to | 14,813 | 519 | 0.01% | 0.01% | 407 | +292 | 2.01% | Q1 2026 | May 15, 2026 |
| Opus Financial Solutions LLC | History | Added to | 14,795 | 518 | 0.49% | 0.43% | 408 | +800 | 5.72% | Q1 2026 | May 08, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 14,668 | 513 | 0.44% | 0.41% | 409 | +25 | 0.17% | Q1 2026 | May 05, 2026 |
| Johnson Wealth Management, LLC | History | Reduced | 14,590 | 511 | 0.25% | 0.26% | 410 | -1,190 | -7.54% | Q1 2026 | Apr 23, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 14,580 | 510 | 0.01% | 0.01% | 411 | -2,280 | -13.52% | Q1 2026 | May 05, 2026 |
| Essential Planning, LLC. | History | Reduced | 14,479 | 507 | 0.16% | 0.15% | 412 | -18 | -0.12% | Q1 2026 | Apr 22, 2026 |
| Partners in Financial Planning | History | Added to | 14,362 | 503 | 0.08% | 0.07% | 413 | +1,804 | 14.37% | Q1 2026 | May 11, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 14,153 | 495 | 0.11% | 0.1% | 414 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Selective Wealth Management, Inc. | History | New | 13,169 | 488 | 0.14% | — | 415 | +13,169 | New | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 13,531 | 474 | 0.0% | 0.0% | 416 | +7,350 | 118.91% | Q1 2026 | Apr 24, 2026 |
| Capstone Wealth Management, Inc. | History | Reduced | 13,470 | 474 | 0.4% | 0.39% | 417 | -199 | -1.46% | Q1 2026 | May 15, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 13,376 | 468 | 0.1% | — | 418 | +13,376 | New | Q1 2026 | Apr 15, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 13,341 | 467 | 0.1% | 0.09% | 419 | -20 | -0.15% | Q1 2026 | Apr 10, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 13,733 | 451 | 0.68% | 0.68% | 420 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Yardley Wealth Management LLC | History | No change | 12,569 | 440 | 0.23% | 0.22% | 421 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 12,476 | 437 | 0.06% | 0.11% | 422 | +26 | 0.21% | Q1 2026 | May 12, 2026 |
| Lutz Financial Services LLC | History | Added to | 12,314 | 431 | 0.03% | 0.03% | 423 | +205 | 1.69% | Q1 2026 | May 04, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 12,216 | 428 | 0.02% | 0.02% | 424 | +1,393 | 12.87% | Q1 2026 | Apr 09, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 11,568 | 405 | 0.29% | 0.27% | 425 | +266 | 2.35% | Q1 2026 | May 07, 2026 |
| Tillman Hartley LLC | History | Reduced | 11,504 | 403 | 0.1% | 0.11% | 426 | -1,811 | -13.6% | Q1 2026 | May 08, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 11,327 | 401 | 0.09% | 0.07% | 427 | -3,053 | -21.23% | Q1 2026 | Apr 14, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 11,285 | 395 | 0.36% | 0.31% | 428 | +800 | 7.63% | Q1 2026 | Apr 08, 2026 |
| Family CFO Inc | History | No change | 11,214 | 392 | 0.18% | 0.16% | 429 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 11,096 | 388 | 0.24% | 0.25% | 430 | +93 | 0.85% | Q1 2026 | May 11, 2026 |
| Frankly Finances, LLC | History | No change | 10,901 | 381 | 0.34% | 0.34% | 431 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 10,853 | 380 | 0.01% | 0.02% | 432 | -1,802 | -14.24% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Reduced | 10,853 | 380 | 0.05% | 0.06% | 433 | -1,802 | -14.24% | Q1 2026 | Apr 28, 2026 |
| L.K. Benson & Company, P.C. | History | Reduced | 10,827 | 379 | 0.13% | 0.22% | 434 | -2,621 | -19.49% | Q1 2026 | Apr 20, 2026 |
| tru Independence LLC | History | No change | 10,514 | 368 | 0.18% | 0.09% | 435 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Arkadios Wealth Advisors | History | Added to | 10,405 | 364 | 0.01% | 0.01% | 436 | +367 | 3.66% | Q1 2026 | May 18, 2026 |
| Fortitude Family Office, LLC | History | No change | 10,223 | 358 | 0.08% | 0.08% | 437 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Platform Wealth Management, LLC | History | No change | 10,853 | 356 | 0.09% | 0.09% | 438 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 10,091 | 353 | 0.01% | 0.01% | 439 | +62 | 0.62% | Q1 2026 | Apr 22, 2026 |
| Liberty Capital Management, Inc. | History | No change | 10,539 | 346 | 0.06% | 0.06% | 440 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| First Financial Group Corp | History | Added to | 9,822 | 344 | 0.28% | 0.24% | 441 | +1,197 | 13.88% | Q1 2026 | Apr 22, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 9,735 | 341 | 0.16% | 0.16% | 442 | +26 | 0.27% | Q1 2026 | Apr 09, 2026 |
| Sensible Money, LLC | History | New | 9,705 | 340 | 0.1% | — | 443 | +9,705 | New | Q1 2026 | Apr 21, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 9,615 | 336 | 0.02% | 0.02% | 444 | +32 | 0.33% | Q1 2026 | May 14, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 9,510 | 333 | 0.07% | 0.06% | 445 | +1,532 | 19.2% | Q1 2026 | May 08, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 9,518 | 333 | 0.13% | 0.12% | 446 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Passive Capital Management, LLC. | History | New | 9,424 | 330 | 0.1% | — | 447 | +9,424 | New | Q1 2026 | May 14, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 9,403 | 329 | 0.15% | 0.13% | 448 | +22 | 0.23% | Q1 2026 | May 04, 2026 |
| Fortis Capital Management LLC | History | Added to | 9,318 | 326 | 0.03% | 0.04% | 449 | +150 | 1.64% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Added to | 9,283 | 325 | 0.0% | 0.0% | 450 | +1,739 | 23.05% | Q1 2026 | May 13, 2026 |
| Financial Harvest, LLC | History | No change | 9,049 | 317 | 0.19% | 0.18% | 451 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 9,038 | 316 | 0.01% | 0.01% | 452 | -647 | -6.68% | Q1 2026 | Apr 07, 2026 |
| Triumph Capital Management | History | Reduced | 8,979 | 314 | 0.06% | 0.08% | 453 | -1,719 | -16.07% | Q1 2026 | May 13, 2026 |
| Concord Wealth Partners | History | Added to | 8,932 | 312 | 0.04% | 0.0% | 454 | +7,941 | 801.31% | Q1 2026 | May 01, 2026 |
| 55 North Private Wealth, LLC | History | Reduced | 8,893 | 311 | 0.08% | 0.13% | 455 | -5,600 | -38.64% | Q1 2026 | Apr 17, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | Added to | 8,755 | 306 | 0.27% | 0.27% | 456 | +125 | 1.45% | Q1 2026 | May 12, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 8,694 | 304 | 0.01% | 0.01% | 457 | -4,599 | -34.6% | Q1 2026 | May 15, 2026 |
| Narus Financial Partners, LLC | History | Added to | 8,641 | 302 | 0.08% | 0.08% | 458 | +136 | 1.6% | Q1 2026 | Apr 21, 2026 |
| Belleair Asset Management, LLC | History | No change | 8,579 | 300 | 0.27% | 0.27% | 459 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| DAVENPORT & Co LLC | History | No change | 8,544 | 299 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Simplicity Wealth,LLC | History | Added to | 8,531 | 298 | 0.02% | 0.01% | 461 | +1,173 | 15.94% | Q1 2026 | Apr 30, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 8,484 | 297 | 0.04% | 0.04% | 462 | +1 | 0.01% | Q1 2026 | Apr 07, 2026 |
| Everest Financial Group LLC | History | New | 8,257 | 289 | 0.05% | — | 464 | +8,257 | New | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | New | 8,252 | 289 | 0.02% | — | 463 | +8,252 | New | Q1 2026 | Apr 22, 2026 |
| Berger Financial Group, Inc | History | Reduced | 8,111 | 284 | 0.02% | 0.02% | 465 | -389 | -4.58% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Added to | 8,022 | 281 | 0.01% | 0.0% | 466 | +6,695 | 504.52% | Q1 2026 | May 13, 2026 |
| Brooklyn Investment Group | History | Added to | 8,027 | 281 | 0.01% | 0.01% | 467 | +1,805 | 29.01% | Q1 2026 | Apr 29, 2026 |
| Triune Financial Partners, LLC | History | No change | 8,045 | 281 | 0.07% | 0.07% | 468 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Oath Planning, LLC | History | No change | 7,679 | 269 | 0.24% | 0.25% | 469 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GARRISON POINT ADVISORS, LLC | History | New | 7,627 | 267 | 0.12% | — | 470 | +7,627 | New | Q1 2026 | May 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 7,981 | 262 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Shore Point Advisors, LLC | History | Added to | 7,416 | 259 | 0.1% | 0.1% | 472 | +24 | 0.32% | Q1 2026 | Apr 08, 2026 |
| Entelevest, LLC | History | Reduced | 7,300 | 255 | 0.26% | 0.26% | 473 | -657 | -8.26% | Q1 2026 | May 04, 2026 |
| Kaufman Rossin Wealth, LLC | History | No change | 7,175 | 251 | 0.14% | 0.12% | 474 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Aspire Private Capital, LLC | History | Reduced | 6,998 | 245 | 0.06% | 0.05% | 475 | -308 | -4.22% | Q1 2026 | Apr 22, 2026 |
| Hurley Capital, LLC | History | Added to | 6,983 | 244 | 0.13% | 0.12% | 476 | +313 | 4.69% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,884 | 241 | 0.0% | 0.0% | 477 | -229 | -3.22% | Q1 2026 | May 11, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 6,863 | 240 | 0.08% | 0.09% | 478 | +6 | 0.09% | Q1 2026 | Apr 24, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 6,846 | 239 | 0.13% | 0.12% | 479 | +22 | 0.32% | Q1 2026 | Apr 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,765 | 237 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 6,753 | 236 | 0.05% | 0.06% | 482 | -458 | -6.35% | Q1 2026 | May 14, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 6,747 | 236 | 0.02% | 0.02% | 481 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,540 | 229 | 0.02% | 0.02% | 483 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TILIA FIDUCIARY PARTNERS, INC. | History | Reduced | 6,479 | 227 | 0.12% | 0.13% | 484 | -474 | -6.82% | Q1 2026 | Apr 09, 2026 |
| Geometric Wealth Advisors | History | Added to | 6,448 | 225 | 0.03% | 0.03% | 485 | +8 | 0.12% | Q1 2026 | May 13, 2026 |
| Forefront Analytics, LLC | History | New | 6,341 | 222 | 0.2% | — | 486 | +6,341 | New | Q1 2026 | May 13, 2026 |
| Compound Planning, Inc. | History | New | 6,163 | 215 | 0.01% | — | 487 | +6,163 | New | Q1 2026 | May 14, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | New | 6,110 | 214 | 0.04% | — | 488 | +6,110 | New | Q1 2026 | May 15, 2026 |
| Heritage Wealth Management, Inc./Texas | History | New | 6,091 | 213 | 0.09% | — | 489 | +6,091 | New | Q1 2026 | May 06, 2026 |
| Northwest Wealth Advisors, LLC | History | Reduced | 6,068 | 212 | 0.15% | 0.19% | 490 | -1,271 | -17.32% | Q1 2026 | Apr 29, 2026 |
| Planning Center, Inc. | History | New | 6,050 | 211 | 0.02% | — | 492 | +6,050 | New | Q1 2026 | Apr 28, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | New | 6,047 | 211 | 0.04% | — | 491 | +6,047 | New | Q1 2026 | May 08, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 5,939 | 208 | 0.0% | 0.0% | 493 | -21,373 | -78.25% | Q1 2026 | May 15, 2026 |
| Beacon Financial Advisory LLC | History | New | 5,959 | 208 | 0.05% | — | 494 | +5,959 | New | Q1 2026 | Apr 27, 2026 |
| Capital Group Private Client Services, Inc. | History | New | 5,905 | 206 | 0.0% | — | 495 | +5,905 | New | Q1 2026 | May 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | New | 5,778 | 202 | 0.02% | — | 497 | +5,778 | New | Q1 2026 | May 12, 2026 |
| UMB Bank, n.a. | History | No change | 5,771 | 202 | 0.0% | 0.0% | 496 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | New | 5,723 | 200 | 0.0% | — | 498 | +5,723 | New | Q1 2026 | May 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 5,647 | 197 | 0.16% | 0.15% | 499 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| RHL GROUP, LLC | History | Added to | 5,244 | 183 | 0.16% | 0.13% | 500 | +291 | 5.88% | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | New | 4,862 | 170 | 0.01% | — | 501 | +4,862 | New | Q1 2026 | Apr 28, 2026 |
| LOM Asset Management Ltd | History | No change | 4,100 | 143 | 0.04% | 0.04% | 502 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| IFG Advisory, LLC | History | Reduced | 4,055 | 142 | 0.41% | 0.15% | 503 | -97,428 | -96.0% | Q1 2026 | May 12, 2026 |
| Operose Advisors LLC | History | Added to | 3,967 | 139 | 0.03% | 0.02% | 505 | +789 | 24.83% | Q1 2026 | May 12, 2026 |
| WealthShield Partners, LLC | History | Added to | 3,977 | 139 | 0.02% | 0.01% | 504 | +13 | 0.33% | Q1 2026 | May 01, 2026 |
| 1015 Capital Partners, LLC | History | Added to | 3,600 | 126 | 0.12% | 0.03% | 506 | +2,600 | 260.0% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,569 | 125 | 0.0% | 0.0% | 507 | +1,623 | 83.4% | Q1 2026 | Apr 07, 2026 |
| Global Trust Asset Management, LLC | History | No change | 3,340 | 117 | 0.04% | 0.04% | 508 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 3,291 | 115 | 0.05% | 0.06% | 509 | -93 | -2.75% | Q1 2026 | May 01, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 3,200 | 112 | 0.0% | — | 510 | +3,200 | New | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,292 | 108 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 2,900 | 101 | 0.01% | — | 512 | +2,900 | New | Q1 2026 | May 06, 2026 |
| Arlington Trust Co LLC | History | New | 2,813 | 98 | 0.01% | — | 513 | +2,813 | New | Q1 2026 | Apr 08, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 2,704 | 94 | 0.03% | 0.03% | 514 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 2,620 | 91 | 0.05% | — | 516 | +2,620 | New | Q1 2026 | May 07, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 2,607 | 91 | 0.02% | 0.01% | 515 | +872 | 50.26% | Q1 2026 | May 06, 2026 |
| American Capital Advisory, LLC | History | New | 2,370 | 83 | 0.03% | — | 517 | +2,370 | New | Q1 2026 | Apr 29, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 2,342 | 82 | 0.07% | — | 518 | +2,342 | New | Q1 2026 | May 11, 2026 |
| Seneschal Advisors, LLC | History | Added to | 2,248 | 78 | 0.06% | 0.05% | 520 | +78 | 3.59% | Q1 2026 | May 08, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 2,250 | 78 | 0.01% | 0.01% | 519 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 2,136 | 74 | 0.01% | 0.01% | 521 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Coston, McIsaac & Partners | History | Added to | 2,029 | 71 | 0.02% | 0.01% | 522 | +343 | 20.34% | Q1 2026 | Apr 22, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 2,034 | 71 | 0.03% | 0.02% | 523 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Western Wealth Management, LLC | History | New | 2,000 | 70 | 0.0% | — | 524 | +2,000 | New | Q1 2026 | May 19, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 1,986 | 69 | 0.04% | 0.04% | 525 | -8 | -0.4% | Q1 2026 | Apr 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,943 | 68 | 0.0% | — | 526 | +1,943 | New | Q1 2026 | May 11, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 1,855 | 64 | 0.02% | 0.02% | 527 | -1 | -0.05% | Q1 2026 | Apr 17, 2026 |
| Washington Trust Advisors, Inc. | History | New | 1,756 | 61 | 0.0% | — | 530 | +1,756 | New | Q1 2026 | Apr 06, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,759 | 61 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Planning Project LLC | History | No change | 1,884 | 61 | 0.02% | 0.02% | 529 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Topsail Wealth Management, LLC | History | New | 1,475 | 51 | 0.01% | — | 531 | +1,475 | New | Q1 2026 | Apr 21, 2026 |
| Redwood Park Advisors LLC | History | Added to | 1,424 | 49 | 0.03% | 0.03% | 532 | +4 | 0.28% | Q1 2026 | May 04, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | New | 1,393 | 48 | 0.04% | — | 534 | +1,393 | New | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,397 | 48 | 0.0% | 0.0% | 533 | +1,048 | 300.29% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,345 | 47 | 0.0% | 0.0% | 535 | +434 | 47.64% | Q1 2026 | May 08, 2026 |
| Parkside Financial Bank & Trust | History | New | 1,173 | 41 | 0.0% | — | 536 | +1,173 | New | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 1,209 | 39 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,021 | 35 | 0.0% | 0.0% | 538 | -196 | -16.11% | Q1 2026 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 1,005 | 35 | 0.0% | 0.0% | 539 | +7 | 0.7% | Q1 2026 | May 12, 2026 |
| STRATEGIC ADVISORY PARTNERS, LLC | History | New | 925 | 32 | 0.03% | — | 540 | +925 | New | Q1 2026 | Apr 16, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 904 | 31 | 0.02% | 0.02% | 541 | -35 | -3.73% | Q1 2026 | Apr 07, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | New | 744 | 26 | 0.01% | — | 543 | +744 | New | Q1 2026 | Apr 15, 2026 |
| SJS Investment Consulting Inc. | History | No change | 750 | 26 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 684 | 23 | 0.01% | — | 546 | +684 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 684 | 23 | 0.01% | 0.01% | 545 | +2 | 0.29% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | No change | 680 | 23 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Financial Connections Group, Inc. | History | New | 586 | 20 | 0.01% | — | 547 | +586 | New | Q1 2026 | May 01, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 539 | 18 | 0.01% | 0.01% | 548 | +2 | 0.37% | Q1 2026 | Apr 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 498 | 17 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 415 | 14 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 396 | 13 | 0.0% | — | 551 | +396 | New | Q1 2026 | May 08, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 368 | 12 | 0.0% | — | 554 | +368 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 368 | 12 | 0.0% | 0.0% | 552 | -2 | -0.54% | Q1 2026 | May 11, 2026 |
| Dorato Capital Management | History | No change | 342 | 12 | 0.01% | 0.01% | 553 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 288 | 10 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Versant Capital Management, Inc | History | Added to | 205 | 7 | 0.0% | 0.0% | 556 | +67 | 48.55% | Q1 2026 | Apr 06, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 207 | 7 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 155 | 5 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Strive Financial Group ,LLC | History | No change | 91 | 3 | 0.0% | 0.0% | 560 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Colonial Trust Co / SC | History | No change | 77 | 2 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -285,500 | -100.0% | Q1 2026 | May 15, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 1.04% | — | -184,914 | -100.0% | Q1 2026 | Apr 14, 2026 |
| McMill Wealth Management | History | Closed out | 0 | 0 | — | 1.22% | — | -132,420 | -100.0% | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -36,698 | -100.0% | Q1 2026 | Apr 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -31,957 | -100.0% | Q1 2026 | May 15, 2026 |
| Eldridge Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.23% | — | -31,656 | -100.0% | Q1 2026 | May 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,975 | -100.0% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,496 | -100.0% | Q1 2026 | May 14, 2026 |
| Altiora Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,376 | -100.0% | Q1 2026 | May 08, 2026 |
| Mendota Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,145 | -100.0% | Q1 2026 | Apr 16, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -2,592 | -100.0% | Q1 2026 | May 08, 2026 |
| Davidson Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,105 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,248 | -100.0% | Q1 2026 | Apr 27, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,110 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Providence Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -895 | -100.0% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -324 | -100.0% | Q1 2026 | May 15, 2026 |
| Evolution Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -282 | -100.0% | Q1 2026 | May 01, 2026 |
| SIMPLEX TRADING, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q1 2026 | May 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 21 | 0 | — | — | — | +6 | 40.0% | Q1 2026 | May 06, 2026 |
| Bogart Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |