Dimensional ETF Trust - DFUS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRUDENTIAL FINANCIAL INC | History | Reduced | 44,074,306 | 3,125,309 | 3.85% | 3.98% | 1 | -398,394 | -0.9% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 9,340,123 | 664,171 | 0.74% | 0.78% | 2 | +79,064 | 0.85% | Q1 2026 | May 14, 2026 |
| MASECO LLP | History | Added to | 7,486,563 | 530,947 | 16.65% | 24.08% | 3 | +26,368 | 0.35% | Q1 2026 | Apr 21, 2026 |
| Root Financial Partners, LLC | History | Added to | 6,125,950 | 434,391 | 20.09% | 20.17% | 4 | +805,252 | 15.13% | Q1 2026 | Apr 24, 2026 |
| Vise Technologies, Inc. | History | No change | 4,742,037 | 351,716 | 6.91% | 6.89% | 5 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Index Fund Advisors, Inc. | History | Reduced | 4,952,143 | 351,156 | 15.8% | 17.24% | 6 | -507 | -0.01% | Q1 2026 | May 12, 2026 |
| Plancorp, LLC | History | Reduced | 4,457,788 | 330,143 | 9.39% | 10.1% | 7 | -46,795 | -1.04% | Q1 2026 | Apr 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 3,866,695 | 286,792 | 13.89% | 13.52% | 8 | -7,712 | -0.2% | Q1 2026 | Apr 08, 2026 |
| LPL Financial LLC | History | Added to | 3,662,750 | 259,725 | 0.07% | 0.07% | 9 | +60,898 | 1.69% | Q1 2026 | May 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,394,161 | 240,679 | 0.36% | 0.32% | 10 | +568,587 | 20.12% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 3,357,019 | 238,046 | 0.16% | 0.18% | 11 | -69,163 | -2.02% | Q1 2026 | May 12, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 3,321,432 | 235,522 | 12.51% | 12.95% | 12 | +153,007 | 4.83% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Added to | 2,994,330 | 212,326 | 0.25% | 0.24% | 13 | +282,601 | 10.42% | Q1 2026 | May 13, 2026 |
| Great Waters Wealth Management | History | Added to | 2,817,903 | 199,817 | 21.15% | 21.91% | 14 | +132,363 | 4.93% | Q1 2026 | Apr 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 2,536,124 | 179,789 | 1.81% | 2.12% | 15 | +204,402 | 8.77% | Q1 2026 | May 13, 2026 |
| Zhang Financial LLC | History | Added to | 2,533,557 | 179,654 | 6.21% | 6.69% | 16 | +115,694 | 4.78% | Q1 2026 | May 06, 2026 |
| Apella Capital, LLC | History | Added to | 2,180,551 | 168,796 | 2.51% | 1.79% | 17 | +956,292 | 78.11% | Q1 2026 | Apr 20, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 2,325,624 | 164,910 | 40.09% | 41.27% | 18 | +17,656 | 0.77% | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,865,705 | 128,528 | 4.64% | 4.35% | 19 | +328,058 | 21.34% | Q1 2026 | May 15, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 1,691,253 | 119,926 | 8.02% | 10.0% | 20 | +208,107 | 14.03% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,690,838 | 119,897 | 0.01% | 0.01% | 21 | +467,549 | 38.22% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,652,947 | 117,210 | 0.16% | 0.13% | 22 | +344,117 | 26.29% | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,651,247 | 117,123 | 0.17% | 0.17% | 23 | -44,508 | -2.62% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,570,121 | 111,337 | 0.03% | 0.04% | 24 | +16,196 | 1.04% | Q1 2026 | May 14, 2026 |
| Flagstone Financial Management | History | Added to | 1,531,004 | 108,563 | 26.95% | 28.27% | 25 | +44,671 | 3.01% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,395,299 | 98,940 | 0.03% | 0.03% | 26 | +82,396 | 6.28% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,381,600 | 97,970 | 0.02% | 0.02% | 27 | +93,799 | 7.28% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 1,357,480 | 96,258 | 5.39% | 5.82% | 28 | -34,838 | -2.5% | Q1 2026 | Apr 20, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 1,297,323 | 91,993 | 0.51% | 0.57% | 29 | -79,453 | -5.77% | Q1 2026 | Apr 30, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 1,280,186 | 90,777 | 15.83% | 15.42% | 30 | -173,823 | -11.95% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 1,105,861 | 85,781 | 1.92% | 2.01% | 31 | +18,862 | 1.74% | Q1 2026 | May 04, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 1,176,569 | 83,430 | 8.99% | 9.5% | 32 | -976 | -0.08% | Q1 2026 | Apr 08, 2026 |
| Forum Financial Management, LP | History | Reduced | 1,171,335 | 83,059 | 1.18% | 1.15% | 33 | -25,580 | -2.14% | Q1 2026 | Apr 23, 2026 |
| Colony Family Offices, LLC | History | Added to | 1,157,780 | 82,098 | 20.25% | 21.02% | 34 | +22,765 | 2.01% | Q1 2026 | Apr 21, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 1,089,484 | 77,255 | 0.93% | 0.97% | 35 | -46,626 | -4.1% | Q1 2026 | May 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,028,531 | 72,446 | 0.15% | 0.16% | 36 | -547,524 | -34.74% | Q1 2026 | Apr 08, 2026 |
| Foster Group, Inc. | History | Reduced | 947,149 | 67,162 | 2.0% | 2.16% | 37 | -17,409 | -1.8% | Q1 2026 | Apr 13, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 939,846 | 66,644 | 3.58% | 3.8% | 38 | -10,636 | -1.12% | Q1 2026 | Apr 08, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 937,196 | 66,456 | 10.92% | 11.57% | 39 | -12,195 | -1.28% | Q1 2026 | Apr 29, 2026 |
| CHOREO, LLC | History | Added to | 933,545 | 66,197 | 0.81% | 0.88% | 40 | +5,070 | 0.55% | Q1 2026 | May 12, 2026 |
| Elser Financial Planning, Inc | History | Added to | 931,031 | 66,039 | 3.21% | 2.29% | 41 | +888,265 | 2077.04% | Q1 2026 | Apr 15, 2026 |
| Savant Capital, LLC | History | Reduced | 927,780 | 65,788 | 0.32% | 0.39% | 42 | -6,638 | -0.71% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 921,951 | 65,368 | 0.11% | 0.13% | 43 | -10,330 | -1.11% | Q1 2026 | May 14, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Added to | 894,614 | 63,437 | 27.11% | 28.43% | 44 | +11,492 | 1.3% | Q1 2026 | May 06, 2026 |
| OLIO Financial Planning | History | Added to | 882,588 | 62,584 | 17.34% | 17.81% | 45 | +26,346 | 3.08% | Q1 2026 | Apr 14, 2026 |
| Tencap Wealth Coaching, LLC | History | Added to | 842,182 | 59,777 | 22.5% | 22.81% | 46 | +30,307 | 3.73% | Q1 2026 | Apr 17, 2026 |
| Wealth Management Nebraska | History | Added to | 835,254 | 59,227 | 6.0% | 6.63% | 47 | +53,871 | 6.89% | Q1 2026 | May 15, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 827,028 | 58,644 | 6.67% | 6.64% | 48 | +44,977 | 5.75% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 813,517 | 56,043 | 0.0% | 0.0% | 49 | +10,884 | 1.36% | Q1 2026 | May 13, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 788,008 | 55,877 | 3.59% | 3.62% | 50 | +26,710 | 3.51% | Q1 2026 | Apr 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 765,857 | 54,728 | 0.52% | 0.54% | 51 | +84,968 | 12.48% | Q1 2026 | Apr 07, 2026 |
| Aspen Wealth Management LLC | History | Reduced | 751,465 | 53,286 | 10.63% | 11.75% | 52 | -2,950 | -0.39% | Q1 2026 | Apr 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 748,532 | 53,078 | 0.2% | 0.19% | 53 | +135,458 | 22.09% | Q1 2026 | Apr 30, 2026 |
| RS CRUM INC. | History | Added to | 746,551 | 52,937 | 10.24% | 10.84% | 54 | +15,219 | 2.08% | Q1 2026 | Apr 15, 2026 |
| Asset Dedication, LLC | History | No change | 699,869 | 51,909 | 3.41% | 3.41% | 55 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 723,325 | 51,290 | 0.27% | 0.33% | 56 | +86,169 | 13.52% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 690,457 | 48,961 | 0.07% | 0.04% | 57 | +327,084 | 90.01% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 688,729 | 48,837 | 0.07% | 0.07% | 58 | +15,398 | 2.29% | Q1 2026 | Apr 27, 2026 |
| Foundry Financial LLC | History | Added to | 673,205 | 47,736 | 20.22% | 18.2% | 59 | +206,258 | 44.17% | Q1 2026 | Apr 21, 2026 |
| ASSETMARK, INC | History | Added to | 672,942 | 47,718 | 0.1% | 0.1% | 60 | +36,522 | 5.74% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 661,366 | 46,897 | 0.05% | 0.04% | 61 | +188,144 | 39.76% | Q1 2026 | May 13, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 658,393 | 46,687 | 11.11% | 11.25% | 62 | +38,734 | 6.25% | Q1 2026 | Apr 22, 2026 |
| Everest Management Corp. | History | Reduced | 645,075 | 45,742 | 23.17% | 29.07% | 63 | -57,686 | -8.21% | Q1 2026 | May 06, 2026 |
| Crown Wealth Group, LLC | History | Added to | 644,636 | 45,711 | 13.43% | 13.19% | 64 | +8,060 | 1.27% | Q1 2026 | Apr 21, 2026 |
| Equitable Holdings, Inc. | History | Added to | 614,973 | 45,610 | 0.29% | 0.3% | 65 | +28,729 | 4.9% | Q1 2026 | May 15, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 643,129 | 45,604 | 17.9% | 18.71% | 66 | +22,472 | 3.62% | Q1 2026 | Apr 17, 2026 |
| McLean Asset Management Corp | History | Reduced | 642,571 | 45,564 | 7.97% | 8.79% | 67 | -8,629 | -1.33% | Q1 2026 | Apr 22, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 634,502 | 44,992 | 9.27% | 9.67% | 68 | +40,819 | 6.88% | Q1 2026 | May 12, 2026 |
| Three Arch Wealth Management LLC | History | Reduced | 575,743 | 40,825 | 7.34% | 8.05% | 69 | -3,669 | -0.63% | Q1 2026 | May 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 575,203 | 40,787 | 1.29% | 1.32% | 70 | +19,845 | 3.57% | Q1 2026 | Apr 08, 2026 |
| Pine Harbor Wealth Management, LLC | History | Added to | 561,269 | 39,799 | 11.9% | 12.32% | 71 | +19,140 | 3.53% | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | Reduced | 552,893 | 39,205 | 0.04% | 0.05% | 72 | -27,439 | -4.73% | Q1 2026 | May 05, 2026 |
| Graver Capital Management, LLC | History | Added to | 537,935 | 38,145 | 28.98% | 29.71% | 73 | +30,919 | 6.1% | Q1 2026 | Apr 23, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 524,268 | 37,175 | 9.11% | 11.07% | 74 | +17,134 | 3.38% | Q1 2026 | Apr 13, 2026 |
| Disciplined Equity Management, Inc. | History | Reduced | 523,787 | 37,141 | 18.66% | 20.24% | 75 | -2,794 | -0.53% | Q1 2026 | Apr 28, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 515,346 | 36,543 | 2.23% | 2.37% | 76 | -6,136 | -1.18% | Q1 2026 | May 04, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 512,578 | 36,346 | 10.79% | 12.54% | 77 | -68,876 | -11.85% | Q1 2026 | Apr 22, 2026 |
| KM Capital Management Ltd. | History | Reduced | 443,078 | 35,765 | 24.06% | 17.28% | 78 | -12,979 | -2.85% | Q1 2026 | May 15, 2026 |
| Heritage Investment Group, Inc. | History | Reduced | 503,575 | 35,708 | 5.4% | 5.69% | 79 | -291 | -0.06% | Q1 2026 | May 01, 2026 |
| Guardian Wealth Management, LLC | History | Added to | 497,280 | 35,262 | 10.7% | 11.24% | 80 | +19,410 | 4.06% | Q1 2026 | Apr 23, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 466,915 | 34,579 | 3.11% | 3.2% | 81 | +18,635 | 4.16% | Q1 2026 | Apr 29, 2026 |
| Mason & Associates Inc | History | Reduced | 493,520 | 33,998 | 6.59% | 7.1% | 82 | -15,144 | -2.98% | Q1 2026 | Apr 30, 2026 |
| TCP Asset Management, LLC | History | Added to | 471,392 | 33,426 | 4.3% | 5.85% | 83 | +3,174 | 0.68% | Q1 2026 | Apr 10, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 467,866 | 33,176 | 11.82% | — | 84 | +467,866 | New | Q1 2026 | May 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 464,245 | 32,919 | 0.68% | 0.13% | 85 | +379,735 | 449.34% | Q1 2026 | May 15, 2026 |
| AG Asset Advisory, LLC | History | Added to | 458,308 | 32,498 | 26.95% | 28.76% | 86 | +5,927 | 1.31% | Q1 2026 | Apr 29, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 455,424 | 32,294 | 8.74% | 9.39% | 87 | -4,641 | -1.01% | Q1 2026 | May 12, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 454,165 | 32,204 | 4.86% | 5.03% | 88 | +15,887 | 3.62% | Q1 2026 | Apr 22, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 443,136 | 31,422 | 8.05% | 0.73% | 89 | +407,062 | 1128.41% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 435,937 | 30,912 | 0.09% | 0.09% | 90 | -39,989 | -8.4% | Q1 2026 | May 04, 2026 |
| Retirement Solution LLC | History | Reduced | 431,483 | 30,596 | 7.24% | 7.64% | 91 | -33,544 | -7.21% | Q1 2026 | May 11, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | Reduced | 431,171 | 30,574 | 13.73% | 14.27% | 92 | -2,653 | -0.61% | Q1 2026 | Apr 15, 2026 |
| Timonier Family Office, LTD. | History | No change | 383,354 | 28,433 | 9.02% | 9.02% | 93 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Edge Financial Advisors LLC | History | No change | 380,180 | 28,197 | 11.86% | 11.86% | 94 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Premier Financial Group | History | Added to | 378,298 | 27,176 | 4.63% | 7.27% | 95 | +4,347 | 1.16% | Q1 2026 | May 05, 2026 |
| Investmark Advisory Group LLC | History | Added to | 361,057 | 25,602 | 10.96% | 11.37% | 96 | +1,061 | 0.29% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 359,042 | 25,459 | 0.01% | 0.01% | 97 | +173,149 | 93.14% | Q1 2026 | May 15, 2026 |
| Royal Harbor Partners, LLC | History | Added to | 358,725 | 25,437 | 8.61% | 7.22% | 98 | +64,119 | 21.76% | Q1 2026 | Apr 24, 2026 |
| Penserra Capital Management LLC | History | New | 358,227 | 25,401 | 0.3% | — | 99 | +358,227 | New | Q1 2026 | May 11, 2026 |
| SouthState Bank Corp | History | Reduced | 357,142 | 25,324 | 1.18% | 1.29% | 100 | -32,770 | -8.4% | Q1 2026 | May 05, 2026 |
| One Capital Management, LLC | History | Added to | 354,994 | 25,172 | 0.69% | 0.01% | 101 | +350,161 | 7245.21% | Q1 2026 | May 12, 2026 |
| Sterling Wealth Advisors Inc | History | Reduced | 317,131 | 24,514 | 13.98% | 14.24% | 102 | -866 | -0.27% | Q1 2026 | Apr 22, 2026 |
| Allodium Investment Consultants, LLC | History | Added to | 345,114 | 24,472 | 11.72% | 12.59% | 103 | +10,011 | 2.99% | Q1 2026 | Apr 09, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 319,697 | 22,669 | 4.34% | 4.53% | 104 | +18,228 | 6.05% | Q1 2026 | Apr 24, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 308,458 | 21,872 | 9.89% | 10.09% | 105 | +25,600 | 9.05% | Q1 2026 | Apr 09, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 308,441 | 21,871 | 6.55% | 6.57% | 106 | +17,643 | 6.07% | Q1 2026 | Apr 10, 2026 |
| MORGAN STANLEY | History | Reduced | 306,938 | 21,764 | 0.0% | 0.0% | 107 | -39,352 | -11.36% | Q1 2026 | May 15, 2026 |
| Babb Wealth Advisors LLC | History | Added to | 303,546 | 21,524 | 11.77% | 12.22% | 108 | +11,625 | 3.98% | Q1 2026 | May 14, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 302,816 | 21,472 | 6.11% | 5.55% | 109 | +35,310 | 13.2% | Q1 2026 | Apr 07, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 300,466 | 21,306 | 0.21% | 0.21% | 110 | +14,714 | 5.15% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 296,747 | 21,042 | 0.05% | 0.05% | 111 | +22,989 | 8.4% | Q1 2026 | Apr 30, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 286,220 | 20,295 | 3.97% | 3.65% | 112 | +27,949 | 10.82% | Q1 2026 | Apr 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 283,633 | 20,113 | 0.03% | 0.03% | 113 | -4,172 | -1.45% | Q1 2026 | May 15, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Reduced | 281,089 | 19,931 | 9.85% | 10.75% | 114 | -11,070 | -3.79% | Q1 2026 | Apr 30, 2026 |
| Cypress Point Wealth Management, LLC | History | Added to | 274,221 | 19,445 | 4.19% | 3.56% | 115 | +54,378 | 24.73% | Q1 2026 | Apr 13, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 271,982 | 19,286 | 11.27% | 11.8% | 116 | +8,126 | 3.08% | Q1 2026 | May 07, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 269,699 | 19,124 | 4.93% | 5.07% | 117 | +8,651 | 3.31% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 269,320 | 19,097 | 0.08% | 0.05% | 118 | +103,883 | 62.79% | Q1 2026 | May 14, 2026 |
| American Capital Advisory, LLC | History | Added to | 267,323 | 18,955 | 7.65% | 7.56% | 119 | +32,061 | 13.63% | Q1 2026 | Apr 29, 2026 |
| Kestra Investment Management, LLC | History | Added to | 252,541 | 17,907 | 0.31% | 0.24% | 120 | +122,331 | 93.95% | Q1 2026 | May 11, 2026 |
| Security Financial Services, INC. | History | Reduced | 249,996 | 17,727 | 2.8% | 3.01% | 121 | -8,415 | -3.26% | Q1 2026 | May 27, 2026 |
| Spire Wealth Management | History | Reduced | 248,067 | 17,590 | 0.6% | 0.62% | 122 | -1,599 | -0.64% | Q1 2026 | Apr 22, 2026 |
| Mendota Financial Group, LLC | History | Added to | 246,019 | 17,445 | 12.92% | 12.98% | 123 | +5,623 | 2.34% | Q1 2026 | Apr 16, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 245,094 | 17,379 | 1.39% | 1.76% | 124 | -43,767 | -15.15% | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 241,407 | 17,118 | 4.13% | 4.33% | 125 | -991 | -0.41% | Q1 2026 | May 01, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 234,068 | 16,597 | 4.39% | 4.41% | 126 | +7,074 | 3.12% | Q1 2026 | Apr 27, 2026 |
| GEM Asset Management, LLC | History | Added to | 233,207 | 16,536 | 7.3% | 6.92% | 127 | +26,551 | 12.85% | Q1 2026 | Apr 10, 2026 |
| Warburton Capital Management, LLC | History | Added to | 221,320 | 16,404 | 8.0% | 4.86% | 128 | +105,215 | 90.62% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Added to | 230,904 | 16,373 | 0.03% | 0.03% | 129 | +43,358 | 23.12% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Added to | 230,266 | 16,328 | 0.79% | 0.77% | 130 | +17,586 | 8.27% | Q1 2026 | May 05, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 228,984 | 16,237 | 0.32% | 0.1% | 131 | +163,068 | 247.39% | Q1 2026 | Apr 14, 2026 |
| Broadhurst Jeffrey B | History | Added to | 226,009 | 16,026 | 16.42% | 16.8% | 132 | +7,937 | 3.64% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 225,132 | 15,964 | 0.18% | 0.19% | 133 | +923 | 0.41% | Q1 2026 | Apr 28, 2026 |
| UBS Group AG | History | Reduced | 223,650 | 15,859 | 0.0% | 0.0% | 134 | -21,846 | -8.9% | Q1 2026 | May 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 220,416 | 15,629 | 0.5% | 0.56% | 135 | -6,160 | -2.72% | Q1 2026 | May 15, 2026 |
| Tassel Capital Management, Inc. | History | Reduced | 215,838 | 15,305 | 8.31% | 9.74% | 136 | -1,171 | -0.54% | Q1 2026 | Apr 21, 2026 |
| KPP Advisory Services LLC | History | Added to | 212,833 | 15,092 | 2.19% | 2.13% | 137 | +15,239 | 7.71% | Q1 2026 | Apr 24, 2026 |
| Capstone Wealth Management, LLC | History | Added to | 212,156 | 15,043 | 10.49% | 10.91% | 138 | +10,528 | 5.22% | Q1 2026 | Apr 16, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 203,309 | 14,416 | 0.01% | 0.01% | 139 | +10,642 | 5.52% | Q1 2026 | May 12, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 182,494 | 14,285 | 3.04% | 2.91% | 140 | +10,556 | 6.14% | Q1 2026 | May 01, 2026 |
| Investment Advisory Group, LLC | History | Added to | 201,018 | 14,254 | 3.62% | 3.52% | 141 | +16,283 | 8.81% | Q1 2026 | Apr 22, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | Added to | 198,869 | 14,101 | 12.54% | 13.32% | 142 | +7,289 | 3.8% | Q1 2026 | May 12, 2026 |
| Certified Advisory Corp | History | Added to | 196,639 | 13,943 | 1.25% | 1.26% | 143 | +10,723 | 5.77% | Q1 2026 | Apr 17, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 196,273 | 13,917 | 0.11% | 0.1% | 144 | +14,268 | 7.84% | Q1 2026 | May 11, 2026 |
| Betterment LLC | History | Added to | 192,349 | 13,639 | 0.03% | 0.03% | 145 | +2,851 | 1.5% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 189,380 | 13,428 | 0.09% | 0.09% | 146 | -521 | -0.27% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 189,595 | 13,118 | 0.01% | 0.01% | 147 | +9,220 | 5.11% | Q1 2026 | May 15, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 180,675 | 12,811 | 1.93% | 2.16% | 148 | -4,334 | -2.34% | Q1 2026 | Apr 14, 2026 |
| Concord Wealth Partners | History | Reduced | 175,675 | 12,457 | 1.62% | 1.7% | 149 | -548 | -0.31% | Q1 2026 | May 01, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 175,481 | 12,443 | 3.27% | 3.65% | 150 | -8,990 | -4.87% | Q1 2026 | Apr 23, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 175,413 | 12,438 | 0.1% | 0.1% | 151 | +264 | 0.15% | Q1 2026 | May 01, 2026 |
| American Investment Services, Inc. | History | Added to | 173,415 | 12,296 | 2.74% | 2.79% | 152 | +11,560 | 7.14% | Q1 2026 | May 13, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 171,549 | 12,164 | 6.65% | 6.91% | 153 | +1,888 | 1.11% | Q1 2026 | Apr 22, 2026 |
| Indivisible Partners | History | Added to | 170,563 | 12,094 | 1.07% | 1.23% | 154 | +17,944 | 11.76% | Q1 2026 | Apr 30, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 166,457 | 11,803 | 1.07% | 1.16% | 155 | -5,132 | -2.99% | Q1 2026 | May 12, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 149,022 | 11,695 | 7.51% | 7.71% | 156 | +118 | 0.08% | Q1 2026 | May 06, 2026 |
| Alpha Financial Advisors, LLC | History | Reduced | 162,741 | 11,539 | 3.54% | 3.86% | 157 | -7,512 | -4.41% | Q1 2026 | May 11, 2026 |
| Wealth Advisory Team LLC | History | No change | 152,150 | 11,284 | 9.98% | 9.98% | 158 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Warwick Investment Management, Inc. | History | Reduced | 158,866 | 11,265 | 1.63% | 2.92% | 159 | -96,418 | -37.77% | Q1 2026 | May 11, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 157,689 | 11,181 | 4.63% | 4.96% | 160 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 156,704 | 11,111 | 0.58% | 0.61% | 161 | -1,174 | -0.74% | Q1 2026 | May 15, 2026 |
| FCG Investment Co | History | New | 154,636 | 10,965 | 4.81% | — | 162 | +154,636 | New | Q1 2026 | Apr 09, 2026 |
| Embree Financial Group | History | Added to | 153,893 | 10,912 | 1.29% | 1.4% | 163 | +305 | 0.2% | Q1 2026 | Apr 23, 2026 |
| Envision Financial Planning, LLC | History | Added to | 153,828 | 10,907 | 3.95% | 4.28% | 164 | +1,339 | 0.88% | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 140,519 | 10,877 | 0.75% | 0.69% | 165 | +13,466 | 10.6% | Q1 2026 | Apr 29, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 150,460 | 10,669 | 1.64% | 1.76% | 166 | -572 | -0.38% | Q1 2026 | Apr 29, 2026 |
| Savvy Advisors, Inc. | History | Added to | 147,005 | 10,424 | 0.28% | 0.23% | 168 | +52,127 | 54.94% | Q1 2026 | May 11, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 147,007 | 10,424 | 6.77% | 6.74% | 167 | +4,705 | 3.31% | Q1 2026 | May 06, 2026 |
| BostonPremier Wealth LLC | History | Added to | 146,202 | 10,367 | 5.36% | 5.34% | 169 | +5,632 | 4.01% | Q1 2026 | Apr 10, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Reduced | 145,850 | 10,342 | 7.74% | 6.08% | 170 | -426 | -0.29% | Q1 2026 | Apr 14, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 143,447 | 10,171 | 0.2% | 0.19% | 171 | +6,423 | 4.69% | Q1 2026 | May 12, 2026 |
| Tillman Hartley LLC | History | Reduced | 141,469 | 10,031 | 2.52% | 2.64% | 172 | -368 | -0.26% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 141,411 | 10,027 | 0.05% | 0.05% | 173 | -11,386 | -7.45% | Q1 2026 | Apr 24, 2026 |
| Fund Evaluation Group, LLC | History | No change | 140,789 | 9,983 | 0.31% | 0.35% | 174 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sowell Financial Services LLC | History | Reduced | 139,563 | 9,896 | 0.37% | 0.38% | 175 | -966 | -0.69% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 134,215 | 9,517 | 0.15% | 0.04% | 176 | +106,321 | 381.16% | Q1 2026 | May 15, 2026 |
| Team Hewins, LLC | History | Added to | 134,127 | 9,510 | 2.83% | 0.69% | 177 | +105,232 | 364.19% | Q1 2026 | Apr 30, 2026 |
| Coston, McIsaac & Partners | History | Added to | 132,731 | 9,412 | 2.12% | 2.16% | 178 | +7,424 | 5.92% | Q1 2026 | Apr 22, 2026 |
| Herold Advisors, Inc. | History | Added to | 132,085 | 9,366 | 2.06% | 1.92% | 179 | +16,213 | 13.99% | Q1 2026 | May 14, 2026 |
| Topsail Wealth Management, LLC | History | Added to | 126,220 | 8,950 | 1.32% | 1.11% | 180 | +24,253 | 23.79% | Q1 2026 | Apr 21, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 123,909 | 8,786 | 0.97% | 0.98% | 181 | +1,912 | 1.57% | Q1 2026 | Apr 29, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 123,361 | 8,747 | 2.61% | 2.65% | 182 | +4,068 | 3.41% | Q1 2026 | May 05, 2026 |
| Seneschal Advisors, LLC | History | Added to | 122,532 | 8,688 | 6.45% | 6.59% | 183 | +1,788 | 1.48% | Q1 2026 | May 08, 2026 |
| Richard Young Associates, Ltd. | History | Reduced | 122,016 | 8,652 | 6.57% | 7.09% | 184 | -417 | -0.34% | Q1 2026 | May 07, 2026 |
| SB Capital Management Inc | History | No change | 113,731 | 8,435 | 3.09% | 3.09% | 185 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| LVZ, Inc. | History | Added to | 117,174 | 8,308 | 0.95% | 0.84% | 186 | +15,306 | 15.03% | Q1 2026 | Apr 28, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 116,709 | 8,275 | 0.02% | 0.02% | 187 | -3,615 | -3.0% | Q1 2026 | May 14, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 116,371 | 8,251 | 3.28% | 3.32% | 188 | +6,552 | 5.97% | Q1 2026 | Apr 24, 2026 |
| Yardley Wealth Management LLC | History | Added to | 115,418 | 8,184 | 4.19% | 4.3% | 189 | +6,242 | 5.72% | Q1 2026 | Apr 21, 2026 |
| XY Planning Network, Inc. | History | Added to | 113,071 | 8,080 | 1.29% | 1.37% | 190 | +6,964 | 6.56% | Q1 2026 | Apr 14, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 113,450 | 8,044 | 3.33% | 3.29% | 191 | +1,019 | 0.91% | Q1 2026 | Apr 15, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 112,768 | 7,996 | 5.39% | 5.77% | 192 | -773 | -0.68% | Q1 2026 | Apr 16, 2026 |
| Altiora Financial Group, LLC | History | No change | 111,570 | 7,911 | 1.3% | 1.43% | 193 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 110,707 | 7,850 | 0.22% | 0.21% | 194 | -199 | -0.18% | Q1 2026 | Apr 28, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 110,308 | 7,821 | 1.32% | 1.35% | 195 | -346 | -0.31% | Q1 2026 | Apr 28, 2026 |
| Capstone Wealth Management, Inc. | History | Reduced | 108,514 | 7,781 | 6.6% | 7.21% | 196 | -2,274 | -2.05% | Q1 2026 | May 15, 2026 |
| Grunden Financial Advisory, Inc. | History | No change | 104,887 | 7,779 | 3.04% | 3.04% | 197 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 107,283 | 7,607 | 3.72% | 3.87% | 198 | +708 | 0.66% | Q1 2026 | May 14, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 107,113 | 7,595 | 2.86% | 3.04% | 199 | -79 | -0.07% | Q1 2026 | May 11, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Reduced | 105,467 | 7,477 | 1.61% | 1.59% | 200 | -11,382 | -9.74% | Q1 2026 | Apr 30, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 104,854 | 7,435 | 0.83% | 0.87% | 201 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 104,409 | 7,403 | 2.48% | 2.87% | 202 | -5,733 | -5.21% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 104,052 | 7,378 | 0.0% | 0.0% | 203 | +2,806 | 2.77% | Q1 2026 | May 07, 2026 |
| SEMITAM BONAM LLC | History | Added to | 102,477 | 7,266 | 5.94% | 6.19% | 204 | +2,292 | 2.29% | Q1 2026 | Apr 21, 2026 |
| Ridgeline Wealth, LLC | History | Added to | 100,326 | 7,114 | 5.1% | 4.7% | 205 | +8,892 | 9.73% | Q1 2026 | Apr 15, 2026 |
| Burk Holdings LLC | History | Added to | 99,833 | 7,079 | 3.03% | 3.22% | 206 | +8,820 | 9.69% | Q1 2026 | May 07, 2026 |
| Arista Wealth Management, LLC | History | Added to | 99,462 | 7,052 | 0.86% | 0.22% | 207 | +75,622 | 317.21% | Q1 2026 | Apr 30, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 97,251 | 6,896 | 0.57% | 0.59% | 208 | +6,440 | 7.09% | Q1 2026 | May 05, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 96,909 | 6,871 | 1.82% | 1.96% | 209 | -171 | -0.18% | Q1 2026 | May 05, 2026 |
| CVA Family Office, LLC | History | Added to | 93,212 | 6,609 | 0.7% | 0.69% | 210 | +12,711 | 15.79% | Q1 2026 | Apr 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 93,133 | 6,604 | 0.2% | 0.24% | 211 | +3,730 | 4.17% | Q1 2026 | May 15, 2026 |
| Gradient Investments LLC | History | Added to | 92,817 | 6,581 | 0.1% | 0.1% | 212 | +5,562 | 6.37% | Q1 2026 | Apr 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 92,337 | 6,547 | 0.37% | 0.42% | 213 | -2,761 | -2.9% | Q1 2026 | Apr 09, 2026 |
| Aurelius Family Office LLC | History | Reduced | 91,424 | 6,482 | 2.82% | 3.05% | 214 | -3,350 | -3.53% | Q1 2026 | Apr 08, 2026 |
| Pathstone Holdings, LLC | History | Added to | 89,394 | 6,338 | 0.03% | 0.03% | 215 | +143 | 0.16% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 88,165 | 6,251 | 0.0% | 0.0% | 216 | +4,137 | 4.92% | Q1 2026 | May 15, 2026 |
| Gemmer Asset Management LLC | History | Added to | 88,096 | 6,246 | 0.49% | 0.49% | 217 | +2,032 | 2.36% | Q1 2026 | Apr 22, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 76,773 | 6,197 | 0.37% | 0.37% | 218 | -33 | -0.04% | Q1 2026 | May 14, 2026 |
| Innovative Wealth Building LLC | History | Reduced | 87,036 | 6,171 | 4.34% | 4.73% | 219 | -363 | -0.42% | Q1 2026 | May 01, 2026 |
| RFG Advisory, LLC | History | Reduced | 86,390 | 6,125 | 0.11% | 0.12% | 220 | -3,015 | -3.37% | Q1 2026 | Apr 17, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 76,933 | 5,956 | 0.11% | — | 221 | +76,933 | New | Q1 2026 | May 01, 2026 |
| Elm Partners Management LLC | History | Added to | 85,046 | 5,858 | 0.25% | 0.24% | 222 | +14,409 | 20.4% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 82,369 | 5,842 | 0.04% | 0.04% | 223 | +604 | 0.74% | Q1 2026 | May 15, 2026 |
| Symmetry Partners, LLC | History | Reduced | 81,478 | 5,777 | 0.33% | 0.38% | 224 | -6,073 | -6.94% | Q1 2026 | Apr 27, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 78,463 | 5,563 | 0.05% | 0.07% | 225 | -426 | -0.54% | Q1 2026 | May 06, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 77,483 | 5,494 | 2.21% | 2.4% | 226 | -1,809 | -2.28% | Q1 2026 | Apr 20, 2026 |
| Vantage Point Financial LLC | History | Reduced | 77,310 | 5,482 | 1.92% | 2.15% | 227 | -3,862 | -4.76% | Q1 2026 | May 01, 2026 |
| Oakmont Advisory Group, LLC | History | Added to | 75,653 | 5,364 | 5.46% | 3.89% | 228 | +26,523 | 53.99% | Q1 2026 | May 12, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 72,252 | 5,358 | 3.12% | 3.12% | 229 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SNS Financial Group, LLC | History | Reduced | 75,045 | 5,321 | 0.46% | 0.48% | 230 | -279 | -0.37% | Q1 2026 | Apr 14, 2026 |
| DBK Financial Counsel, LLC | History | No change | 71,519 | 5,304 | 4.07% | 4.07% | 231 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 73,836 | 5,235 | 4.17% | 4.37% | 232 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CLG LLC | History | Added to | 73,257 | 5,194 | 1.29% | 1.26% | 233 | +5,179 | 7.61% | Q1 2026 | May 14, 2026 |
| Independent Wealth Network Inc. | History | Added to | 73,185 | 5,189 | 1.54% | 1.55% | 234 | +4,664 | 6.81% | Q1 2026 | Apr 20, 2026 |
| GK Wealth Management LLC | History | New | 75,323 | 5,188 | 4.51% | — | 236 | +75,323 | New | Q1 2026 | Apr 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | Added to | 75,323 | 5,188 | 4.51% | 2.64% | 235 | +37,205 | 97.6% | Q1 2026 | Apr 07, 2026 |
| Oak Wealth Advisors LLC | History | Reduced | 73,114 | 5,184 | 2.85% | 3.12% | 237 | -47 | -0.06% | Q1 2026 | Apr 21, 2026 |
| Financial Connections Group, Inc. | History | Added to | 71,943 | 5,101 | 1.77% | 1.8% | 238 | +1,288 | 1.82% | Q1 2026 | May 01, 2026 |
| Avant Financial Advisors LLC | History | Added to | 69,985 | 4,962 | 3.49% | 3.7% | 239 | +558 | 0.8% | Q1 2026 | Apr 23, 2026 |
| Waverly Advisors, LLC | History | Added to | 69,769 | 4,947 | 0.04% | 0.04% | 240 | +25 | 0.04% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 69,540 | 4,931 | 0.15% | 0.17% | 241 | -4,516 | -6.1% | Q1 2026 | Apr 27, 2026 |
| Nova R Wealth, Inc. | History | Added to | 68,985 | 4,891 | 1.56% | 0.7% | 242 | +43,050 | 165.99% | Q1 2026 | Apr 17, 2026 |
| Factor Wealth Management LTD | History | Added to | 68,883 | 4,884 | 0.92% | 1.01% | 243 | +5,690 | 9.0% | Q1 2026 | Apr 20, 2026 |
| Frankly Finances, LLC | History | No change | 67,435 | 4,781 | 4.33% | 4.74% | 244 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 67,411 | 4,780 | 2.15% | 2.1% | 245 | -1,033 | -1.51% | Q1 2026 | May 15, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 67,387 | 4,778 | 1.16% | 1.22% | 246 | +441 | 0.66% | Q1 2026 | Apr 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 66,073 | 4,685 | 0.06% | 0.07% | 247 | +1,793 | 2.79% | Q1 2026 | May 15, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 65,777 | 4,664 | 2.19% | 2.5% | 248 | +17 | 0.03% | Q1 2026 | Apr 14, 2026 |
| Capital Investment Management, Inc. | History | Added to | 65,312 | 4,631 | 1.59% | 1.57% | 249 | +4,744 | 7.83% | Q1 2026 | Apr 22, 2026 |
| Hardy Reed LLC | History | No change | 64,006 | 4,538 | 0.33% | 0.34% | 250 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CPC Advisors, LLC | History | Added to | 63,761 | 4,521 | 0.73% | 0.48% | 251 | +21 | 0.03% | Q1 2026 | Apr 16, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 62,374 | 4,422 | 2.64% | 2.09% | 252 | +14,881 | 31.33% | Q1 2026 | Apr 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 60,919 | 4,319 | 0.02% | 0.02% | 253 | +3,923 | 6.88% | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 60,032 | 4,256 | 0.01% | 0.01% | 254 | +1,650 | 2.83% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 59,744 | 4,236 | 0.03% | 0.05% | 255 | +6,845 | 12.94% | Q1 2026 | May 15, 2026 |
| Platform Wealth Management, LLC | History | No change | 57,088 | 4,234 | 1.13% | 1.13% | 256 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 58,792 | 4,168 | 0.14% | 0.16% | 257 | -621 | -1.05% | Q1 2026 | Apr 20, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 58,294 | 4,133 | 0.07% | 0.08% | 258 | -1,948 | -3.23% | Q1 2026 | May 04, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 57,907 | 4,106 | 1.17% | 1.32% | 259 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 57,135 | 4,051 | 0.56% | 1.17% | 261 | -1,230 | -2.11% | Q1 2026 | May 12, 2026 |
| Sand Hill Global Advisors, LLC | History | Reduced | 57,141 | 4,051 | 0.14% | 0.15% | 260 | -315 | -0.55% | Q1 2026 | May 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 55,624 | 3,944 | 2.09% | 2.34% | 262 | -952 | -1.68% | Q1 2026 | May 13, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 55,576 | 3,940 | 1.84% | 2.06% | 263 | +80 | 0.14% | Q1 2026 | Apr 09, 2026 |
| Arax Advisory Partners | History | Reduced | 54,647 | 3,917 | 0.11% | 0.77% | 264 | -303,254 | -84.73% | Q1 2026 | May 13, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 55,048 | 3,903 | 1.08% | 1.22% | 265 | +690 | 1.27% | Q1 2026 | Apr 24, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 54,738 | 3,881 | 1.28% | 2.03% | 266 | +78 | 0.14% | Q1 2026 | Apr 20, 2026 |
| Nemes Rush Group LLC | History | Added to | 54,361 | 3,854 | 0.37% | 0.13% | 267 | +35,303 | 185.24% | Q1 2026 | Apr 21, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 53,959 | 3,826 | 0.26% | 0.28% | 268 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clark Asset Management, LLC | History | Added to | 53,612 | 3,801 | 0.36% | 0.41% | 269 | +5 | 0.01% | Q1 2026 | Apr 16, 2026 |
| Ballentine Partners, LLC | History | Reduced | 53,119 | 3,766 | 0.05% | 0.06% | 270 | -1,551 | -2.84% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 51,866 | 3,677 | 0.06% | 0.07% | 271 | -696 | -1.32% | Q1 2026 | Apr 22, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 51,344 | 3,640 | 1.04% | 1.16% | 272 | -2,390 | -4.45% | Q1 2026 | Apr 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 50,970 | 3,614 | 0.0% | 0.0% | 273 | +119 | 0.23% | Q1 2026 | May 13, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 50,255 | 3,563 | 2.25% | 2.05% | 274 | +9,782 | 24.17% | Q1 2026 | May 11, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 50,004 | 3,545 | 1.4% | 1.45% | 275 | +2,042 | 4.26% | Q1 2026 | May 01, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Reduced | 49,935 | 3,540 | 3.39% | 3.65% | 276 | -49 | -0.1% | Q1 2026 | Apr 21, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 49,558 | 3,514 | 0.02% | 0.02% | 277 | -408 | -0.82% | Q1 2026 | May 15, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 48,891 | 3,466 | 0.95% | 1.03% | 278 | +17 | 0.03% | Q1 2026 | May 13, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 48,690 | 3,452 | 0.36% | 0.38% | 279 | +2 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Financial Council, LLC | History | No change | 48,387 | 3,431 | 1.32% | 1.43% | 280 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CWM, LLC | History | Added to | 47,973 | 3,401 | 0.01% | 0.01% | 281 | +773 | 1.64% | Q1 2026 | May 14, 2026 |
| Berger Financial Group, Inc | History | Added to | 47,914 | 3,397 | 0.19% | 0.2% | 282 | +2,415 | 5.31% | Q1 2026 | Apr 28, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 47,221 | 3,348 | 0.57% | 0.92% | 283 | -25,636 | -35.19% | Q1 2026 | Apr 28, 2026 |
| IHT Wealth Management, LLC | History | Added to | 47,137 | 3,342 | 0.08% | 0.04% | 284 | +27,291 | 137.51% | Q1 2026 | May 15, 2026 |
| Everest Financial Group LLC | History | New | 46,954 | 3,329 | 0.55% | — | 285 | +46,954 | New | Q1 2026 | May 15, 2026 |
| V2 Financial group LLC | History | New | 46,168 | 3,273 | 1.52% | — | 286 | +46,168 | New | Q1 2026 | May 04, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 44,020 | 3,264 | 1.06% | 1.06% | 287 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 45,487 | 3,225 | 0.33% | 0.35% | 288 | +133 | 0.29% | Q1 2026 | May 11, 2026 |
| Ponta Wealth Partners, LLC | History | Added to | 44,957 | 3,187 | 2.56% | 2.43% | 289 | +9,783 | 27.81% | Q1 2026 | May 11, 2026 |
| Navigate Wealth Management, LLC | History | New | 40,540 | 3,113 | 2.19% | — | 290 | +40,540 | New | Q1 2026 | Apr 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 42,802 | 3,035 | 0.04% | 0.04% | 291 | -133 | -0.31% | Q1 2026 | May 11, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 42,722 | 3,029 | 0.28% | 0.2% | 292 | +14,981 | 54.0% | Q1 2026 | Apr 24, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 42,388 | 3,005 | 0.88% | 0.94% | 293 | +13 | 0.03% | Q1 2026 | Apr 30, 2026 |
| Twin Cities Retirement Group LLC | History | Added to | 42,296 | 2,999 | 2.74% | 2.91% | 294 | +1,645 | 4.05% | Q1 2026 | Apr 14, 2026 |
| 21 West Wealth Management LLC | History | Added to | 41,850 | 2,967 | 2.76% | 2.79% | 295 | +664 | 1.61% | Q1 2026 | Apr 15, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 41,423 | 2,937 | 0.09% | 0.11% | 296 | -1,773 | -4.1% | Q1 2026 | May 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 40,893 | 2,899 | 0.04% | 0.03% | 297 | +3,117 | 8.25% | Q1 2026 | Apr 20, 2026 |
| Shearwater Capital LLC | History | Added to | 40,887 | 2,899 | 1.52% | 1.74% | 298 | +21 | 0.05% | Q1 2026 | Apr 09, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 40,872 | 2,898 | 0.02% | 0.02% | 299 | +8 | 0.02% | Q1 2026 | May 12, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 40,650 | 2,882 | 0.31% | 0.34% | 300 | -134 | -0.33% | Q1 2026 | Apr 14, 2026 |