Dimensional ETF Trust - DFUV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 42,337,032 | 2,051,652 | 3.04% | 2.83% | 1 | +2,473,806 | 6.21% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 15,398,022 | 746,188 | 3.61% | 4.18% | 2 | -379,820 | -2.41% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Reduced | 14,695,031 | 712,205 | 0.79% | 0.78% | 3 | -72,756 | -0.49% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 9,736,043 | 471,803 | 0.68% | 0.62% | 4 | -210,196 | -2.11% | Q1 2026 | May 15, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 5,738,753 | 278,099 | 12.51% | 12.54% | 5 | +5,083 | 0.09% | Q1 2026 | May 12, 2026 |
| Plancorp, LLC | History | Reduced | 5,558,959 | 277,614 | 7.9% | 8.06% | 6 | -161,483 | -2.82% | Q1 2026 | Apr 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 5,544,720 | 268,697 | 0.04% | 0.03% | 7 | -340,526 | -5.79% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 4,952,745 | 240,010 | 0.16% | 0.17% | 8 | -86,540 | -1.72% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 4,949,965 | 239,868 | 2.42% | 2.65% | 9 | +313,543 | 6.76% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,467,375 | 216,489 | 0.23% | 0.23% | 10 | -64,268 | -1.42% | Q1 2026 | May 05, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 3,464,039 | 167,867 | 8.91% | 8.53% | 11 | +144,548 | 4.35% | Q1 2026 | Apr 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 3,194,495 | 154,805 | 2.68% | 2.54% | 12 | +136,247 | 4.46% | Q1 2026 | May 04, 2026 |
| Cerity Partners LLC | History | Added to | 2,532,792 | 122,739 | 0.17% | 0.17% | 13 | +56,421 | 2.28% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 2,179,811 | 105,633 | 1.27% | 1.18% | 14 | -14,895 | -0.68% | Q1 2026 | May 06, 2026 |
| MASECO LLP | History | Reduced | 2,021,042 | 97,889 | 3.07% | 4.12% | 15 | -11,362 | -0.56% | Q1 2026 | Apr 21, 2026 |
| Truepoint, Inc. | History | Reduced | 1,943,122 | 94,163 | 2.1% | 2.06% | 16 | -23,489 | -1.19% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,806,666 | 87,912 | 0.18% | 0.18% | 17 | -895,614 | -33.14% | Q1 2026 | Apr 08, 2026 |
| Trust Co of the South | History | Reduced | 1,727,175 | 83,699 | 13.46% | 13.2% | 18 | -34,898 | -1.98% | Q1 2026 | Apr 06, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 1,674,054 | 83,602 | 7.52% | 7.7% | 19 | -16,466 | -0.97% | Q1 2026 | Apr 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,373,581 | 66,563 | 0.02% | 0.02% | 20 | +8,286 | 0.61% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,373,476 | 66,558 | 0.35% | 0.43% | 21 | +54,042 | 4.1% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,366,685 | 66,229 | 0.02% | 0.02% | 22 | +11,341 | 0.84% | Q1 2026 | May 06, 2026 |
| Evanson Asset Management, LLC | History | Added to | 1,338,275 | 64,852 | 3.48% | 3.35% | 23 | +5,151 | 0.39% | Q1 2026 | Apr 08, 2026 |
| CHOREO, LLC | History | Reduced | 1,279,108 | 61,985 | 0.76% | 0.78% | 24 | -21,898 | -1.68% | Q1 2026 | May 12, 2026 |
| Foster Group, Inc. | History | Reduced | 1,274,002 | 61,738 | 1.84% | 1.8% | 25 | -7,491 | -0.58% | Q1 2026 | Apr 13, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 1,224,800 | 59,353 | 4.03% | 4.07% | 26 | -44,214 | -3.48% | Q1 2026 | May 14, 2026 |
| Forum Financial Management, LP | History | Reduced | 1,173,592 | 56,872 | 0.8% | 0.72% | 27 | -17,349 | -1.46% | Q1 2026 | Apr 23, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 1,159,964 | 56,211 | 0.22% | 0.22% | 28 | -76,017 | -6.15% | Q1 2026 | May 11, 2026 |
| Apella Capital, LLC | History | Added to | 1,074,939 | 54,746 | 0.81% | 0.68% | 29 | +336,721 | 45.61% | Q1 2026 | Apr 20, 2026 |
| Allworth Financial LP | History | Added to | 1,104,019 | 53,500 | 0.22% | 0.14% | 30 | +387,275 | 54.03% | Q1 2026 | May 14, 2026 |
| SACHEM HILL LLC | History | Reduced | 1,060,870 | 51,409 | 9.96% | 9.64% | 31 | -4,075 | -0.38% | Q1 2026 | May 13, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 1,024,876 | 49,665 | 12.17% | 12.92% | 32 | +82,541 | 8.76% | Q1 2026 | Apr 13, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 1,014,868 | 49,180 | 4.66% | 4.43% | 33 | +46,425 | 4.79% | Q1 2026 | May 13, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 977,943 | 47,391 | 18.98% | 18.6% | 34 | +4,367 | 0.45% | Q1 2026 | May 12, 2026 |
| Team Hewins, LLC | History | Reduced | 964,366 | 46,733 | 13.89% | 14.58% | 35 | -6,782 | -0.7% | Q1 2026 | Apr 30, 2026 |
| Triune Financial Partners, LLC | History | Added to | 956,405 | 46,347 | 11.02% | 10.82% | 36 | +8,783 | 0.93% | Q1 2026 | Apr 30, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 909,157 | 44,057 | 5.43% | 5.36% | 37 | -7,865 | -0.86% | Q1 2026 | Apr 23, 2026 |
| Elser Financial Planning, Inc | History | Added to | 891,980 | 43,136 | 2.09% | 0.25% | 38 | +884,653 | 12073.88% | Q1 2026 | Apr 15, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 849,146 | 41,149 | 7.88% | 7.82% | 39 | +20,861 | 2.52% | Q1 2026 | Apr 24, 2026 |
| Heritage Investment Group, Inc. | History | Reduced | 845,476 | 40,971 | 6.2% | 6.17% | 40 | -25,122 | -2.89% | Q1 2026 | May 01, 2026 |
| Guardian Wealth Management, LLC | History | Reduced | 843,510 | 40,876 | 12.4% | 12.63% | 41 | -11,608 | -1.36% | Q1 2026 | Apr 23, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 847,220 | 40,251 | 1.45% | 1.47% | 42 | +20,291 | 2.45% | Q1 2026 | May 15, 2026 |
| Disciplined Equity Management, Inc. | History | Added to | 808,704 | 39,189 | 19.69% | 19.37% | 43 | +6,395 | 0.8% | Q1 2026 | Apr 28, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 800,485 | 38,791 | 2.59% | 3.38% | 44 | +3,106 | 0.39% | Q1 2026 | May 07, 2026 |
| M Holdings Securities, Inc. | History | Added to | 769,593 | 38,666 | 2.61% | 2.2% | 45 | +110,161 | 16.71% | Q1 2026 | May 12, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 751,341 | 37,927 | 3.4% | 2.68% | 46 | +153,800 | 25.74% | Q1 2026 | Apr 20, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 812,006 | 37,831 | 1.83% | 1.78% | 47 | -1,376 | -0.17% | Q1 2026 | Apr 08, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 771,747 | 37,398 | 3.28% | 3.13% | 48 | +1,745 | 0.23% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 759,047 | 36,783 | 0.29% | 0.36% | 49 | +100,934 | 15.34% | Q1 2026 | May 15, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | Reduced | 750,565 | 36,372 | 16.33% | 15.72% | 50 | -10,308 | -1.35% | Q1 2026 | Apr 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 748,451 | 36,269 | 0.01% | 0.01% | 51 | +263,396 | 54.3% | Q1 2026 | May 04, 2026 |
| Timonier Family Office, LTD. | History | No change | 765,891 | 35,682 | 11.32% | 11.32% | 52 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Mariner, LLC | History | Added to | 729,224 | 35,338 | 0.04% | 0.04% | 53 | +59,608 | 8.9% | Q1 2026 | May 13, 2026 |
| Factor Wealth Management LTD | History | Added to | 718,370 | 34,812 | 6.55% | 5.43% | 54 | +178,352 | 33.03% | Q1 2026 | Apr 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 713,110 | 34,557 | 0.71% | 0.67% | 55 | -5,952 | -0.83% | Q1 2026 | May 15, 2026 |
| Tillman Hartley LLC | History | Reduced | 711,422 | 34,475 | 8.66% | 8.6% | 56 | -24,054 | -3.27% | Q1 2026 | May 08, 2026 |
| Planning Center, Inc. | History | Reduced | 711,348 | 34,471 | 3.49% | 3.61% | 57 | -46,786 | -6.17% | Q1 2026 | Apr 28, 2026 |
| Richard Young Associates, Ltd. | History | Added to | 710,025 | 34,407 | 26.13% | 25.63% | 58 | +5,566 | 0.79% | Q1 2026 | May 07, 2026 |
| ASPIRIANT, LLC | History | Reduced | 708,215 | 34,320 | 0.98% | 0.96% | 59 | -9,884 | -1.38% | Q1 2026 | May 12, 2026 |
| Wealth Management Nebraska | History | Reduced | 706,853 | 34,254 | 3.47% | 3.78% | 60 | -2,029 | -0.29% | Q1 2026 | May 15, 2026 |
| Wealth Architects, LLC | History | Reduced | 700,295 | 33,936 | 3.02% | 2.98% | 61 | -10,548 | -1.48% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Added to | 687,946 | 33,337 | 14.25% | 13.66% | 62 | +12,201 | 1.81% | Q1 2026 | May 06, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 641,341 | 31,079 | 2.49% | 2.6% | 63 | -39,251 | -5.77% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 625,503 | 30,311 | 0.04% | 0.04% | 64 | -27,235 | -4.17% | Q1 2026 | Apr 27, 2026 |
| McLean Asset Management Corp | History | Reduced | 614,532 | 29,780 | 5.21% | 5.44% | 65 | -13,179 | -2.1% | Q1 2026 | Apr 22, 2026 |
| Three Arch Wealth Management LLC | History | Reduced | 601,260 | 29,137 | 5.24% | 5.26% | 66 | -991 | -0.16% | Q1 2026 | May 06, 2026 |
| WPWealth LLP | History | Added to | 600,464 | 29,098 | 4.45% | 4.23% | 67 | +20,176 | 3.48% | Q1 2026 | May 11, 2026 |
| RW Investment Management LLC | History | New | 587,440 | 28,467 | 2.76% | — | 68 | +587,440 | New | Q1 2026 | Apr 28, 2026 |
| Premier Financial Group | History | Reduced | 574,917 | 28,041 | 4.77% | 7.15% | 69 | -10,960 | -1.87% | Q1 2026 | May 05, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Reduced | 575,666 | 27,896 | 7.86% | 7.33% | 70 | -5,188 | -0.89% | Q1 2026 | Apr 15, 2026 |
| Root Financial Partners, LLC | History | Reduced | 573,822 | 27,807 | 1.29% | 1.58% | 71 | -89,189 | -13.45% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 561,231 | 27,275 | 0.26% | 0.24% | 72 | +83,595 | 17.5% | Q1 2026 | Apr 07, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 559,190 | 27,098 | 3.68% | 3.88% | 73 | +2,770 | 0.5% | Q1 2026 | May 08, 2026 |
| Meritas Wealth Management, LLC | History | Reduced | 558,686 | 27,073 | 12.24% | 12.63% | 74 | -5,035 | -0.89% | Q1 2026 | Apr 09, 2026 |
| Symmetry Partners, LLC | History | Reduced | 546,249 | 26,471 | 1.51% | 1.62% | 75 | -39,796 | -6.79% | Q1 2026 | Apr 27, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 544,583 | 26,390 | 2.84% | 2.93% | 76 | -11,984 | -2.15% | Q1 2026 | Apr 14, 2026 |
| LRI Investments, LLC | History | Reduced | 544,342 | 26,378 | 2.34% | 2.06% | 77 | -2,485 | -0.45% | Q1 2026 | Apr 30, 2026 |
| WorthPointe, LLC | History | Reduced | 519,954 | 25,196 | 6.82% | 6.92% | 78 | -45,261 | -8.01% | Q1 2026 | May 12, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 518,316 | 25,117 | 10.0% | 9.77% | 79 | +4,365 | 0.85% | Q1 2026 | Apr 24, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Reduced | 510,338 | 24,730 | 2.27% | 2.31% | 80 | -6,099 | -1.18% | Q1 2026 | Apr 23, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 508,250 | 24,629 | 1.58% | 1.53% | 81 | -5,186 | -1.01% | Q1 2026 | Apr 17, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | Added to | 506,819 | 24,560 | 19.38% | 18.42% | 82 | +1,576 | 0.31% | Q1 2026 | May 06, 2026 |
| American Investment Services, Inc. | History | Reduced | 480,336 | 23,277 | 5.19% | 5.25% | 83 | -5,455 | -1.12% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 478,562 | 23,191 | 0.02% | 0.02% | 84 | +4,533 | 0.96% | Q1 2026 | May 12, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 477,984 | 23,163 | 0.23% | 0.23% | 85 | -5,088 | -1.05% | Q1 2026 | Apr 13, 2026 |
| RS CRUM INC. | History | Added to | 470,251 | 22,788 | 4.41% | 4.36% | 86 | +1,677 | 0.36% | Q1 2026 | Apr 15, 2026 |
| Kooman & Associates | History | Added to | 469,310 | 22,742 | 6.78% | 6.46% | 87 | +857 | 0.18% | Q1 2026 | Apr 21, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 468,036 | 22,681 | 5.99% | 5.76% | 88 | -3,333 | -0.71% | Q1 2026 | Apr 27, 2026 |
| Vise Technologies, Inc. | History | No change | 483,484 | 22,525 | 0.44% | 0.44% | 89 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Prudent Man Investment Management, Inc. | History | Reduced | 479,619 | 22,345 | 7.52% | 7.52% | 90 | -429 | -0.09% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 456,868 | 22,139 | 0.02% | 0.02% | 91 | +9,136 | 2.04% | Q1 2026 | May 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 455,449 | 22,071 | 2.38% | 2.36% | 92 | -9,888 | -2.12% | Q1 2026 | Apr 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 445,689 | 21,598 | 0.01% | 0.01% | 93 | +61,859 | 16.12% | Q1 2026 | May 15, 2026 |
| BAKER BOYER NATIONAL BANK | History | Reduced | 442,147 | 21,426 | 6.44% | 6.23% | 94 | -1,129 | -0.25% | Q1 2026 | Apr 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 435,624 | 21,110 | 0.12% | 0.12% | 95 | -15,402 | -3.41% | Q1 2026 | Apr 30, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | New | 427,492 | 20,716 | 12.09% | — | 96 | +427,492 | New | Q1 2026 | Jun 04, 2026 |
| UBS Group AG | History | Added to | 410,867 | 19,910 | 0.0% | 0.0% | 97 | +33,006 | 8.73% | Q1 2026 | May 05, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 405,795 | 19,664 | 7.9% | 8.12% | 98 | -20,786 | -4.87% | Q1 2026 | Apr 20, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Reduced | 394,038 | 19,095 | 5.71% | 5.68% | 99 | -5,745 | -1.44% | Q1 2026 | Apr 10, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 386,382 | 18,724 | 0.04% | 0.04% | 100 | -26,149 | -6.34% | Q1 2026 | May 14, 2026 |
| Grunden Financial Advisory, Inc. | History | No change | 397,270 | 18,508 | 7.23% | 7.23% | 101 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 371,306 | 17,993 | 0.7% | 0.69% | 102 | +13,284 | 3.71% | Q1 2026 | May 07, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 365,388 | 17,706 | 5.92% | 6.01% | 103 | -26,570 | -6.78% | Q1 2026 | Apr 14, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 353,811 | 17,145 | 1.78% | 1.61% | 104 | +28,909 | 8.9% | Q1 2026 | Apr 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 339,017 | 16,428 | 0.03% | 0.03% | 105 | +71,403 | 26.68% | Q1 2026 | May 15, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 335,593 | 16,262 | 1.66% | 1.72% | 106 | -1,597 | -0.47% | Q1 2026 | Apr 30, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 333,437 | 16,158 | 9.44% | 9.53% | 107 | -5,811 | -1.71% | Q1 2026 | May 07, 2026 |
| Ruedi Wealth Management, Inc. | History | Reduced | 329,582 | 15,971 | 4.11% | 4.07% | 108 | -3,783 | -1.13% | Q1 2026 | May 01, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 326,638 | 15,828 | 2.6% | 2.53% | 109 | -4,518 | -1.36% | Q1 2026 | Apr 29, 2026 |
| Spire Wealth Management | History | Added to | 325,948 | 15,795 | 0.54% | 0.5% | 110 | +6,611 | 2.07% | Q1 2026 | Apr 22, 2026 |
| Navigoe, LLC | History | Added to | 321,287 | 15,569 | 9.19% | 9.15% | 111 | +3,205 | 1.01% | Q1 2026 | May 01, 2026 |
| Savvy Advisors, Inc. | History | Added to | 320,173 | 15,515 | 0.41% | 0.45% | 112 | +23,434 | 7.9% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 319,918 | 15,503 | 0.49% | 0.5% | 113 | -1,465 | -0.46% | Q1 2026 | May 15, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 317,935 | 15,407 | 1.47% | 1.46% | 114 | -6,260 | -1.93% | Q1 2026 | May 13, 2026 |
| PINNEY & SCOFIELD, INC. | History | Reduced | 317,449 | 15,383 | 8.3% | 8.45% | 115 | -2,050 | -0.64% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 315,939 | 15,310 | 0.15% | 0.15% | 116 | -12,358 | -3.76% | Q1 2026 | May 08, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 314,421 | 15,236 | 0.29% | 0.27% | 117 | +8,780 | 2.87% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 318,534 | 15,133 | 0.0% | 0.0% | 118 | +10,962 | 3.56% | Q1 2026 | May 13, 2026 |
| Summit Wealth Group, LLC | History | Added to | 311,177 | 15,079 | 3.46% | 3.27% | 119 | +10,350 | 3.44% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 299,195 | 14,499 | 0.02% | 0.02% | 120 | -18,543 | -5.84% | Q1 2026 | May 15, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 298,002 | 14,441 | 4.01% | 4.16% | 121 | +2,728 | 0.92% | Q1 2026 | Apr 24, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 294,450 | 14,269 | 1.17% | 1.16% | 122 | -5,269 | -1.76% | Q1 2026 | May 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 292,661 | 14,182 | 0.45% | 0.43% | 123 | +7,174 | 2.51% | Q1 2026 | Apr 08, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | Reduced | 292,336 | 14,166 | 12.6% | 12.85% | 124 | -1,922 | -0.65% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 287,126 | 13,914 | 0.0% | 0.0% | 125 | -3,073 | -1.06% | Q1 2026 | May 15, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 285,040 | 13,813 | 3.79% | 3.81% | 126 | -1,926 | -0.67% | Q1 2026 | May 13, 2026 |
| BIP Wealth, LLC | History | Reduced | 282,450 | 13,687 | 0.56% | 0.47% | 127 | -3,585 | -1.25% | Q1 2026 | Apr 27, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 257,917 | 13,574 | 0.81% | 0.82% | 128 | +335 | 0.13% | Q1 2026 | May 14, 2026 |
| Altiora Financial Group, LLC | History | Added to | 279,484 | 13,543 | 2.23% | 2.24% | 129 | +691 | 0.25% | Q1 2026 | May 08, 2026 |
| New Dimensions Wealth Management, LLC | History | Reduced | 277,530 | 13,449 | 11.44% | 11.12% | 130 | -1,509 | -0.54% | Q1 2026 | May 14, 2026 |
| Addison Advisors LLC | History | Reduced | 273,612 | 13,259 | 2.93% | 2.88% | 131 | -1,402 | -0.51% | Q1 2026 | May 08, 2026 |
| Frankly Finances, LLC | History | Added to | 268,240 | 12,998 | 11.76% | 11.74% | 132 | +2,410 | 0.91% | Q1 2026 | Apr 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 262,120 | 12,702 | 0.0% | 0.0% | 133 | +15,715 | 6.38% | Q1 2026 | Jul 08, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 260,431 | 12,620 | 7.54% | 7.18% | 134 | +1,298 | 0.5% | Q1 2026 | Apr 15, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 258,255 | 12,515 | 6.11% | 5.94% | 135 | -2,479 | -0.95% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 257,029 | 12,455 | 0.05% | 0.04% | 136 | +24,605 | 10.59% | Q1 2026 | Apr 30, 2026 |
| SB Capital Management Inc | History | No change | 264,597 | 12,327 | 4.52% | 4.52% | 137 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 249,589 | 12,091 | 5.68% | 6.08% | 138 | +4,511 | 1.84% | Q1 2026 | Apr 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 243,493 | 11,799 | 0.0% | 0.0% | 139 | +215,925 | 783.25% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 241,099 | 11,683 | 0.06% | 0.06% | 140 | -18,682 | -7.19% | Q1 2026 | May 14, 2026 |
| Burk Holdings LLC | History | Added to | 227,189 | 11,009 | 4.72% | 4.82% | 141 | +10,182 | 4.69% | Q1 2026 | May 07, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 227,057 | 11,003 | 4.71% | 4.65% | 142 | -7,416 | -3.16% | Q1 2026 | May 15, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 221,461 | 10,731 | 1.32% | 1.3% | 143 | -7,849 | -3.42% | Q1 2026 | Apr 10, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 218,920 | 10,608 | 7.15% | 7.16% | 144 | -5,196 | -2.32% | Q1 2026 | Apr 16, 2026 |
| Capstone Wealth Management, LLC | History | Reduced | 212,076 | 10,277 | 7.17% | 7.25% | 145 | -1,217 | -0.57% | Q1 2026 | Apr 16, 2026 |
| Compound Planning, Inc. | History | Added to | 208,319 | 10,095 | 0.31% | 0.25% | 146 | +22,815 | 12.3% | Q1 2026 | May 14, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 205,269 | 9,947 | 1.38% | 1.38% | 147 | -4,440 | -2.12% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 204,894 | 9,929 | 0.98% | 1.2% | 148 | +44 | 0.02% | Q1 2026 | Apr 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 205,233 | 9,805 | 0.0% | 0.01% | 149 | +7,835 | 3.97% | Q1 2026 | May 15, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Reduced | 200,932 | 9,737 | 7.29% | 5.34% | 150 | -3,529 | -1.73% | Q1 2026 | Apr 14, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 199,911 | 9,687 | 0.59% | 0.58% | 151 | -3,890 | -1.91% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Reduced | 194,802 | 9,440 | 0.05% | 0.05% | 152 | -1,916 | -0.97% | Q1 2026 | May 15, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 194,554 | 9,428 | 3.69% | 3.65% | 153 | -2,214 | -1.13% | Q1 2026 | Apr 20, 2026 |
| Level Financial Advisors | History | Reduced | 193,167 | 9,360 | 2.39% | 2.4% | 154 | -1,694 | -0.87% | Q1 2026 | Apr 10, 2026 |
| Visionary Wealth Advisors | History | Added to | 191,693 | 9,289 | 0.41% | 0.4% | 155 | +1,476 | 0.78% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 188,727 | 9,145 | 0.28% | 0.31% | 156 | +8,359 | 4.63% | Q1 2026 | May 15, 2026 |
| Walsh & Associates, LLC | History | Added to | 187,026 | 9,063 | 8.99% | 8.32% | 157 | +5,919 | 3.27% | Q1 2026 | May 15, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 184,971 | 8,963 | 1.25% | 2.36% | 158 | -1,591 | -0.85% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 184,478 | 8,939 | 0.0% | 0.0% | 159 | +5,204 | 2.9% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 180,199 | 8,732 | 0.01% | 0.01% | 160 | +26,644 | 17.35% | Q1 2026 | Apr 27, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 178,351 | 8,642 | 0.07% | 0.07% | 161 | -14,302 | -7.42% | Q1 2026 | May 01, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 168,130 | 8,598 | 2.43% | 2.57% | 162 | -146 | -0.09% | Q1 2026 | Apr 27, 2026 |
| Financial Harvest, LLC | History | Reduced | 174,932 | 8,477 | 4.99% | 5.18% | 163 | -5,110 | -2.84% | Q1 2026 | May 05, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Added to | 171,652 | 8,318 | 2.02% | 1.9% | 164 | +6,272 | 3.79% | Q1 2026 | Apr 10, 2026 |
| Belleair Asset Management, LLC | History | No change | 168,153 | 8,148 | 7.43% | 7.46% | 165 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Added to | 167,038 | 8,094 | 0.02% | 0.02% | 166 | +1,034 | 0.62% | Q1 2026 | May 14, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 163,527 | 7,924 | 1.52% | 1.45% | 167 | +11 | 0.01% | Q1 2026 | Apr 22, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 162,925 | 7,895 | 3.54% | 3.36% | 168 | +11 | 0.01% | Q1 2026 | May 15, 2026 |
| Seneschal Advisors, LLC | History | Added to | 162,247 | 7,862 | 5.84% | 5.54% | 169 | +628 | 0.39% | Q1 2026 | May 08, 2026 |
| Sprinkle Financial Consultants LLC | History | Reduced | 157,001 | 7,608 | 3.51% | 3.94% | 170 | -9,537 | -5.73% | Q1 2026 | Apr 16, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 154,713 | 7,497 | 0.23% | 0.24% | 171 | -5,640 | -3.52% | Q1 2026 | Apr 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 152,003 | 7,366 | 0.41% | 0.4% | 172 | -1,634 | -1.06% | Q1 2026 | Apr 20, 2026 |
| Lutz Financial Services LLC | History | Reduced | 150,558 | 7,296 | 0.49% | 0.48% | 173 | -1,457 | -0.96% | Q1 2026 | May 04, 2026 |
| Summit Portfolio Management, LTD. | History | New | 146,929 | 7,120 | 4.58% | — | 174 | +146,929 | New | Q1 2026 | Apr 30, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 142,951 | 6,927 | 2.61% | 2.6% | 175 | -3,022 | -2.07% | Q1 2026 | May 11, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 141,417 | 6,853 | 2.57% | 2.17% | 176 | +11,960 | 9.24% | Q1 2026 | May 08, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | No change | 134,254 | 6,777 | 1.85% | 1.87% | 177 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Reduced | 138,441 | 6,708 | 3.31% | 3.28% | 178 | -3,428 | -2.42% | Q1 2026 | Apr 30, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 135,865 | 6,584 | 0.99% | 1.01% | 179 | -1,427 | -1.04% | Q1 2026 | Apr 14, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 135,837 | 6,582 | 3.76% | 3.87% | 180 | -11,220 | -7.63% | Q1 2026 | Apr 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 135,622 | 6,572 | 0.01% | 0.01% | 181 | -182 | -0.13% | Q1 2026 | May 14, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 135,411 | 6,562 | 0.6% | 0.57% | 182 | +10,781 | 8.65% | Q1 2026 | Apr 24, 2026 |
| Shearwater Capital LLC | History | Reduced | 133,062 | 6,448 | 3.38% | 3.59% | 183 | -1,290 | -0.96% | Q1 2026 | Apr 09, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 131,624 | 6,378 | 1.69% | 1.69% | 184 | -1,198 | -0.9% | Q1 2026 | May 05, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 130,123 | 6,305 | 1.52% | 1.46% | 185 | -489 | -0.37% | Q1 2026 | May 01, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 129,946 | 6,297 | 1.33% | 1.29% | 186 | -913 | -0.7% | Q1 2026 | May 05, 2026 |
| LAM GROUP, INC. | History | Reduced | 129,431 | 6,272 | 3.45% | 3.48% | 187 | -954 | -0.73% | Q1 2026 | Apr 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 128,383 | 6,221 | 0.0% | 0.0% | 188 | +21,438 | 20.05% | Q1 2026 | May 07, 2026 |
| HUB Investment Partners, LLC | History | Added to | 127,631 | 6,184 | 0.15% | 0.01% | 189 | +122,428 | 2353.03% | Q1 2026 | May 15, 2026 |
| GEM Asset Management, LLC | History | Added to | 127,468 | 6,177 | 2.73% | 2.67% | 190 | +1,680 | 1.34% | Q1 2026 | Apr 10, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | No change | 127,393 | 6,173 | 1.34% | 1.28% | 191 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 127,074 | 6,158 | 2.3% | 2.28% | 192 | -3,357 | -2.57% | Q1 2026 | Apr 13, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 125,919 | 6,102 | 1.58% | 1.57% | 193 | -4,530 | -3.47% | Q1 2026 | Apr 15, 2026 |
| Annandale Capital, LLC | History | Reduced | 125,209 | 6,068 | 0.86% | 0.7% | 194 | -1,015 | -0.8% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 124,587 | 6,037 | 0.02% | 0.02% | 195 | +1,417 | 1.15% | Q1 2026 | Apr 30, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 124,098 | 6,013 | 0.36% | 0.35% | 196 | -256 | -0.21% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 123,526 | 5,986 | 0.0% | 0.0% | 197 | +16,472 | 15.39% | Q1 2026 | May 15, 2026 |
| WNY Asset Management, LLC | History | New | 122,439 | 5,933 | 0.61% | — | 198 | +122,439 | New | Q1 2026 | May 22, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 118,388 | 5,737 | 0.03% | 0.02% | 199 | -11,600 | -8.92% | Q1 2026 | Apr 29, 2026 |
| Merit Financial Group, LLC | History | Added to | 117,682 | 5,702 | 0.04% | 0.01% | 200 | +87,437 | 289.1% | Q1 2026 | Apr 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 117,609 | 5,699 | 0.0% | 0.0% | 201 | -7,108 | -5.7% | Q1 2026 | May 15, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Added to | 117,257 | 5,682 | 5.44% | 5.24% | 202 | +2,917 | 2.55% | Q1 2026 | Apr 21, 2026 |
| PFG Advisors | History | Added to | 116,621 | 5,651 | 0.28% | 0.25% | 203 | +7,233 | 6.61% | Q1 2026 | May 05, 2026 |
| Sollinda Capital Management LLC | History | Added to | 113,730 | 5,511 | 1.34% | 1.24% | 204 | +9,596 | 9.22% | Q1 2026 | Apr 30, 2026 |
| AG Asset Advisory, LLC | History | Added to | 113,137 | 5,482 | 4.55% | 4.08% | 205 | +10,906 | 10.67% | Q1 2026 | Apr 29, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 113,007 | 5,476 | 0.31% | 0.32% | 206 | -2,547 | -2.2% | Q1 2026 | Apr 30, 2026 |
| Evensky & Katz LLC | History | Reduced | 110,033 | 5,332 | 0.3% | 0.3% | 207 | -5,414 | -4.69% | Q1 2026 | Apr 22, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Reduced | 110,017 | 5,331 | 5.48% | 5.88% | 208 | -940 | -0.85% | Q1 2026 | May 04, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 108,407 | 5,253 | 4.69% | — | 209 | +108,407 | New | Q1 2026 | May 07, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 112,065 | 5,221 | 1.53% | 1.53% | 210 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 107,689 | 5,218 | 0.06% | 0.06% | 211 | -1,140 | -1.05% | Q1 2026 | Apr 28, 2026 |
| FMB WEALTH MANAGEMENT | History | Reduced | 105,699 | 5,122 | 2.12% | 1.96% | 212 | -849 | -0.8% | Q1 2026 | Apr 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 105,257 | 5,099 | 0.03% | 0.03% | 213 | +40 | 0.04% | Q1 2026 | May 15, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 101,158 | 4,902 | 3.67% | 3.4% | 214 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 93,113 | 4,877 | 2.14% | 2.02% | 215 | +3,542 | 3.95% | Q1 2026 | May 11, 2026 |
| Vannoy Advisory Group, Inc. | History | Reduced | 100,205 | 4,855 | 3.07% | 2.98% | 216 | -608 | -0.6% | Q1 2026 | Apr 22, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 99,486 | 4,821 | 0.16% | 0.15% | 217 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 99,429 | 4,818 | 0.01% | 0.01% | 218 | +14,587 | 17.19% | Q1 2026 | May 14, 2026 |
| Investment Advisory Group, LLC | History | No change | 98,192 | 4,758 | 1.21% | 1.18% | 219 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Verdence Capital Advisors LLC | History | No change | 98,091 | 4,753 | 0.28% | 0.27% | 220 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Arkadios Wealth Advisors | History | Added to | 97,740 | 4,736 | 0.08% | 0.02% | 221 | +73,260 | 299.26% | Q1 2026 | May 18, 2026 |
| SwitchPoint Financial Planning, LLC | History | Reduced | 97,085 | 4,704 | 3.19% | 3.2% | 222 | -891 | -0.91% | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 96,216 | 4,662 | 0.01% | 0.01% | 223 | -1,277 | -1.31% | Q1 2026 | May 14, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 95,351 | 4,620 | 0.36% | 0.37% | 224 | -1,207 | -1.25% | Q1 2026 | May 01, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 93,944 | 4,552 | 2.14% | 2.18% | 225 | +257 | 0.27% | Q1 2026 | Apr 14, 2026 |
| McCartney Wealth Management LLC | History | Reduced | 91,894 | 4,453 | 3.75% | 3.8% | 226 | -2,730 | -2.89% | Q1 2026 | May 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 89,352 | 4,330 | 0.03% | 0.03% | 227 | +5,013 | 5.94% | Q1 2026 | May 12, 2026 |
| Pacific Asset Management, LLC | History | Reduced | 87,142 | 4,222 | 2.36% | 2.51% | 228 | -2,451 | -2.74% | Q1 2026 | May 01, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 84,470 | 4,093 | 0.02% | — | 229 | +84,470 | New | Q1 2026 | May 12, 2026 |
| Intelligent Financial Strategies | History | Reduced | 83,718 | 4,056 | 2.11% | 2.39% | 230 | -23,004 | -21.56% | Q1 2026 | Apr 28, 2026 |
| BluePrint Investing LLC | History | Reduced | 81,871 | 3,967 | 3.16% | 3.16% | 231 | -3,371 | -3.95% | Q1 2026 | Apr 22, 2026 |
| Tumwater Wealth Management, LLC | History | Reduced | 81,230 | 3,936 | 1.58% | 1.59% | 232 | -2,772 | -3.3% | Q1 2026 | Apr 20, 2026 |
| 55 North Private Wealth, LLC | History | Reduced | 78,644 | 3,811 | 0.98% | 0.97% | 233 | -24 | -0.03% | Q1 2026 | Apr 17, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 77,890 | 3,774 | 2.01% | 1.95% | 234 | +2,035 | 2.68% | Q1 2026 | Apr 24, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 76,969 | 3,729 | 2.97% | 2.86% | 235 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Embree Financial Group | History | Reduced | 75,707 | 3,668 | 0.43% | 0.55% | 236 | -20,376 | -21.21% | Q1 2026 | Apr 23, 2026 |
| TAGStone Capital, Inc. | History | Added to | 75,408 | 3,654 | 1.29% | 0.9% | 237 | +23,682 | 45.78% | Q1 2026 | May 11, 2026 |
| Kilner Capital Advisors, LLC | History | Reduced | 75,270 | 3,647 | 3.49% | 3.5% | 238 | -3,395 | -4.32% | Q1 2026 | May 11, 2026 |
| WASHINGTON TRUST Co | History | No change | 75,104 | 3,639 | 0.12% | 0.11% | 239 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Aspen Capital Management, LLC | History | Added to | 73,758 | 3,574 | 0.88% | 0.85% | 240 | +92 | 0.12% | Q1 2026 | Apr 17, 2026 |
| Vistica Wealth Advisors, LLC | History | Reduced | 72,272 | 3,502 | 3.49% | 3.79% | 241 | -9,419 | -11.53% | Q1 2026 | Apr 23, 2026 |
| Cloud Capital Management, LLC | History | Added to | 71,760 | 3,476 | 1.52% | 1.04% | 242 | +24,511 | 51.88% | Q1 2026 | May 12, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 71,660 | 3,472 | 0.02% | 0.02% | 243 | -492 | -0.68% | Q1 2026 | May 05, 2026 |
| Wealth Advisors Northwest LLC | History | Reduced | 70,879 | 3,434 | 1.44% | 1.47% | 244 | -394 | -0.55% | Q1 2026 | Apr 08, 2026 |
| Prospera Financial Services Inc | History | Added to | 70,571 | 3,419 | 0.06% | 0.05% | 245 | +1,169 | 1.68% | Q1 2026 | Apr 14, 2026 |
| Generations Wealth, LLC | History | Added to | 68,873 | 3,337 | 3.24% | 3.16% | 246 | +2,606 | 3.93% | Q1 2026 | May 05, 2026 |
| Platform Wealth Management, LLC | History | No change | 71,276 | 3,320 | 0.88% | 0.88% | 247 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Zhang Financial LLC | History | Reduced | 68,010 | 3,295 | 0.11% | 0.12% | 248 | -2,006 | -2.87% | Q1 2026 | May 06, 2026 |
| BWM Planning, LLC | History | No change | 67,707 | 3,281 | 0.87% | 0.84% | 249 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Navigate Wealth Management, LLC | History | New | 63,383 | 3,224 | 2.26% | — | 250 | +63,383 | New | Q1 2026 | Apr 27, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 66,219 | 3,208 | 0.03% | 0.04% | 251 | -8,329 | -11.17% | Q1 2026 | May 06, 2026 |
| Disciplined Investments, LLC | History | Reduced | 65,552 | 3,176 | 1.14% | 1.18% | 252 | -120 | -0.18% | Q1 2026 | May 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 65,323 | 3,165 | 0.07% | 0.06% | 253 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 64,999 | 3,149 | 0.01% | 0.01% | 254 | +1,111 | 1.74% | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 64,955 | 3,147 | 1.09% | 1.08% | 255 | +599 | 0.93% | Q1 2026 | Apr 23, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 62,339 | 3,020 | 1.73% | 1.69% | 256 | -596 | -0.95% | Q1 2026 | Apr 10, 2026 |
| Woodside Wealth Management LLC | History | Reduced | 62,321 | 3,020 | 2.36% | 2.18% | 257 | -404 | -0.64% | Q1 2026 | Apr 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 60,274 | 2,920 | 0.0% | 0.0% | 258 | +1 | 0.0% | Q1 2026 | May 05, 2026 |
| Westmount Partners, LLC | History | No change | 60,240 | 2,919 | 0.72% | 0.7% | 259 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 59,238 | 2,870 | 0.01% | 0.01% | 260 | -37,067 | -38.49% | Q1 2026 | May 04, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 59,185 | 2,868 | 1.34% | 1.35% | 261 | +1,078 | 1.86% | Q1 2026 | Apr 09, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 58,800 | 2,849 | 0.08% | 0.07% | 262 | +6 | 0.01% | Q1 2026 | Apr 28, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 58,343 | 2,827 | 0.4% | 0.4% | 263 | -3,938 | -6.32% | Q1 2026 | Apr 15, 2026 |
| Clark Asset Management, LLC | History | Added to | 58,170 | 2,818 | 0.26% | 0.27% | 264 | +3,329 | 6.07% | Q1 2026 | Apr 16, 2026 |
| Triumph Capital Management | History | Added to | 57,393 | 2,781 | 0.57% | 0.56% | 265 | +1,814 | 3.26% | Q1 2026 | May 13, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Added to | 57,039 | 2,764 | 2.18% | 2.06% | 266 | +842 | 1.5% | Q1 2026 | Apr 16, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 56,732 | 2,749 | 1.58% | 1.64% | 267 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 55,459 | 2,687 | 0.51% | 0.53% | 268 | -257 | -0.46% | Q1 2026 | Apr 20, 2026 |
| Family CFO Inc | History | No change | 55,422 | 2,685 | 1.2% | 1.15% | 269 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 54,749 | 2,653 | 0.02% | 0.02% | 270 | -67 | -0.12% | Q1 2026 | May 11, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 53,781 | 2,606 | 0.92% | 0.92% | 271 | -567 | -1.04% | Q1 2026 | Apr 21, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 53,470 | 2,591 | 0.19% | 0.18% | 272 | +203 | 0.38% | Q1 2026 | May 05, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 53,306 | 2,583 | 0.71% | 0.62% | 273 | +3,035 | 6.04% | Q1 2026 | May 12, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 53,107 | 2,573 | 0.29% | 0.28% | 274 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 52,714 | 2,554 | 0.0% | 0.0% | 275 | +3,440 | 6.98% | Q1 2026 | May 08, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 51,910 | 2,515 | 0.36% | 0.37% | 276 | +187 | 0.36% | Q1 2026 | May 11, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 51,119 | 2,477 | 0.06% | 0.06% | 277 | -5,936 | -10.4% | Q1 2026 | Apr 29, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 47,523 | 2,425 | 0.05% | 0.06% | 278 | +165 | 0.35% | Q1 2026 | May 04, 2026 |
| Curi Capital, LLC | History | Reduced | 49,677 | 2,407 | 0.04% | 0.04% | 279 | -1,718 | -3.34% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 48,777 | 2,363 | 0.01% | 0.01% | 280 | +3,642 | 8.07% | Q1 2026 | May 08, 2026 |
| Quadrature Capital Ltd | History | New | 47,631 | 2,308 | 0.03% | — | 281 | +47,631 | New | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 47,429 | 2,298 | 0.01% | 0.01% | 282 | +40 | 0.08% | Q1 2026 | May 14, 2026 |
| 25 LLC | History | Added to | 46,410 | 2,249 | 0.69% | 0.68% | 283 | +96 | 0.21% | Q1 2026 | Apr 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 47,608 | 2,218 | 0.04% | 0.04% | 284 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | Added to | 45,732 | 2,216 | 0.03% | 0.02% | 285 | +617 | 1.37% | Q1 2026 | Apr 20, 2026 |
| Kane Co Wealth Management, Inc. | History | Reduced | 45,150 | 2,187 | 1.84% | 1.97% | 286 | -2,804 | -5.85% | Q1 2026 | Apr 21, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 44,320 | 2,147 | 0.6% | 0.56% | 287 | -220 | -0.49% | Q1 2026 | Apr 22, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 43,457 | 2,105 | 0.85% | 0.94% | 288 | -2,658 | -5.76% | Q1 2026 | Apr 30, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 41,065 | 2,091 | 0.14% | 0.25% | 289 | -33,246 | -44.74% | Q1 2026 | Apr 29, 2026 |
| IFP Advisors, Inc | History | Added to | 42,720 | 2,070 | 0.04% | 0.04% | 290 | +8,743 | 25.73% | Q1 2026 | Apr 13, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 42,338 | 2,051 | 0.73% | 0.66% | 291 | +2,384 | 5.97% | Q1 2026 | Apr 22, 2026 |
| CURIO WEALTH, LLC | History | No change | 42,103 | 2,040 | 0.7% | 0.7% | 292 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 41,902 | 2,030 | 0.67% | 0.63% | 293 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Tarbox Family Office, Inc. | History | No change | 41,863 | 2,028 | 0.33% | 0.31% | 294 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Private Advisor Group, LLC | History | Reduced | 41,839 | 2,027 | 0.01% | 0.01% | 295 | -669 | -1.57% | Q1 2026 | Apr 24, 2026 |
| IFG Advisors, LLC | History | No change | 40,523 | 1,963 | 0.32% | 0.31% | 296 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 40,426 | 1,959 | 0.44% | 0.45% | 297 | +4 | 0.01% | Q1 2026 | May 14, 2026 |
| Aurelius Family Office LLC | History | Reduced | 40,093 | 1,942 | 0.84% | 0.89% | 298 | -3,089 | -7.15% | Q1 2026 | Apr 08, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 41,594 | 1,937 | 0.01% | 0.02% | 299 | -6,635 | -13.76% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 39,522 | 1,915 | 0.01% | 0.01% | 300 | +4,006 | 11.28% | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | No change | 39,158 | 1,897 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 38,334 | 1,857 | 0.01% | 0.01% | 302 | -31 | -0.08% | Q1 2026 | Jun 02, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Reduced | 38,003 | 1,841 | 0.53% | 0.53% | 303 | -953 | -2.45% | Q1 2026 | Apr 15, 2026 |
| Entelevest, LLC | History | Reduced | 36,849 | 1,785 | 1.79% | 1.86% | 304 | -3,099 | -7.76% | Q1 2026 | May 04, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Added to | 36,822 | 1,784 | 0.22% | 0.24% | 305 | +9 | 0.02% | Q1 2026 | Apr 16, 2026 |
| Empowered Funds, LLC | History | Added to | 36,672 | 1,777 | 0.01% | 0.03% | 306 | +1,116 | 3.14% | Q1 2026 | Jun 15, 2026 |
| FAS Wealth Partners, Inc. | History | Reduced | 36,189 | 1,753 | 0.11% | 0.12% | 307 | -4,988 | -12.11% | Q1 2026 | Jun 09, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 35,976 | 1,743 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Francis Financial, Inc. | History | Reduced | 35,690 | 1,729 | 0.32% | 0.39% | 309 | -6,663 | -15.73% | Q1 2026 | May 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 35,100 | 1,700 | 0.0% | — | 310 | +35,100 | New | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 36,357 | 1,693 | 0.01% | 0.01% | 311 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cordant, Inc. | History | Reduced | 34,873 | 1,689 | 0.69% | 0.7% | 312 | -1,115 | -3.1% | Q1 2026 | Apr 13, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 34,309 | 1,662 | 0.09% | 0.09% | 313 | -407 | -1.17% | Q1 2026 | May 14, 2026 |
| MATAURO, LLC | History | Reduced | 34,145 | 1,654 | 0.24% | 0.39% | 314 | -21,892 | -39.07% | Q1 2026 | Apr 22, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 33,491 | 1,622 | 0.37% | 0.37% | 315 | -777 | -2.27% | Q1 2026 | Apr 27, 2026 |
| XY Planning Network, Inc. | History | Reduced | 32,965 | 1,602 | 0.26% | 0.27% | 316 | -405 | -1.21% | Q1 2026 | Apr 14, 2026 |
| Quadcap Wealth Management, LLC | History | No change | 32,970 | 1,597 | 0.18% | 0.18% | 317 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 31,117 | 1,592 | 0.03% | — | 318 | +31,117 | New | Q1 2026 | May 01, 2026 |
| Aspen Wealth Management LLC | History | No change | 32,755 | 1,587 | 0.32% | 0.32% | 319 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 32,500 | 1,574 | 0.43% | 0.42% | 320 | -307 | -0.94% | Q1 2026 | May 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 32,368 | 1,568 | 0.02% | 0.02% | 321 | +171 | 0.53% | Q1 2026 | May 08, 2026 |
| Klingman & Associates, LLC | History | Added to | 31,543 | 1,528 | 0.07% | 0.07% | 322 | +86 | 0.27% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 31,466 | 1,524 | 0.0% | 0.0% | 323 | +89 | 0.28% | Q1 2026 | May 14, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 31,346 | 1,519 | 1.1% | 1.11% | 324 | +9 | 0.03% | Q1 2026 | Apr 13, 2026 |
| Applied Capital LLC | History | Reduced | 31,214 | 1,512 | 0.56% | 0.56% | 325 | -21 | -0.07% | Q1 2026 | Apr 22, 2026 |
| Busey Bank | History | Added to | 31,165 | 1,510 | 0.04% | 0.04% | 326 | +53 | 0.17% | Q1 2026 | Apr 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 30,127 | 1,459 | 0.03% | 0.02% | 327 | +5,477 | 22.22% | Q1 2026 | Apr 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 29,905 | 1,449 | 0.0% | 0.0% | 328 | +7,729 | 34.85% | Q1 2026 | May 01, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 29,836 | 1,445 | 0.05% | 0.05% | 329 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Reduced | 29,765 | 1,442 | 1.34% | 1.3% | 330 | -300 | -1.0% | Q1 2026 | Apr 24, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 29,323 | 1,420 | 0.11% | 0.1% | 331 | +1 | 0.0% | Q1 2026 | May 13, 2026 |
| FIDUCIARY TRUST CO | History | No change | 28,865 | 1,398 | 0.02% | 0.02% | 332 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 28,642 | 1,387 | 0.03% | 0.03% | 333 | -118 | -0.41% | Q1 2026 | May 08, 2026 |
| Wick Capital Partners, LLC | History | No change | 28,339 | 1,373 | 0.25% | 0.24% | 334 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 27,995 | 1,356 | 0.3% | 0.28% | 335 | +207 | 0.74% | Q1 2026 | May 11, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | No change | 27,741 | 1,344 | 0.02% | 0.02% | 336 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| RAM Investment Partners, LLC | History | Reduced | 27,714 | 1,343 | 0.24% | 0.24% | 337 | -1,300 | -4.48% | Q1 2026 | May 04, 2026 |
| Oath Planning, LLC | History | Added to | 27,601 | 1,337 | 1.19% | 1.26% | 338 | +147 | 0.54% | Q1 2026 | May 08, 2026 |
| Farmers National Bank | History | Reduced | 27,509 | 1,333 | 0.29% | 0.3% | 339 | -956 | -3.36% | Q1 2026 | Jun 08, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 26,866 | 1,301 | 0.36% | 0.33% | 340 | -65 | -0.24% | Q1 2026 | May 13, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 26,656 | 1,291 | 0.15% | 0.15% | 341 | +88 | 0.33% | Q1 2026 | May 08, 2026 |
| Garde Capital, Inc. | History | No change | 26,598 | 1,288 | 0.08% | 0.07% | 342 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| M Wealth Management, LLC | History | No change | 26,461 | 1,282 | 1.08% | 1.07% | 343 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 26,450 | 1,281 | 0.01% | 0.01% | 344 | +3,113 | 13.34% | Q1 2026 | May 15, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 26,371 | 1,277 | 0.08% | 0.08% | 345 | +41 | 0.16% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 26,304 | 1,274 | 0.0% | 0.0% | 346 | +1,772 | 7.22% | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 26,169 | 1,268 | 0.15% | 0.15% | 347 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Pictet North America Advisors SA | History | No change | 25,825 | 1,251 | 0.12% | 0.11% | 348 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 25,514 | 1,236 | 0.83% | 0.86% | 349 | -666 | -2.54% | Q1 2026 | Apr 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 25,278 | 1,224 | 0.03% | 0.02% | 350 | +1,182 | 4.91% | Q1 2026 | May 01, 2026 |
| VestGen Advisors, LLC | History | Added to | 22,664 | 1,191 | 0.03% | 0.02% | 352 | +12,271 | 118.07% | Q1 2026 | May 14, 2026 |
| Financial Council, LLC | History | No change | 24,585 | 1,191 | 0.46% | 0.46% | 351 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Reduced | 24,511 | 1,187 | 0.73% | 0.72% | 353 | -112 | -0.45% | Q1 2026 | Apr 22, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 23,959 | 1,161 | 0.07% | 0.06% | 354 | +3,381 | 16.43% | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | Reduced | 23,843 | 1,155 | 0.01% | 0.01% | 355 | -567 | -2.32% | Q1 2026 | May 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 23,814 | 1,154 | 0.08% | 0.07% | 356 | +62 | 0.26% | Q1 2026 | Apr 16, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 23,785 | 1,153 | 0.0% | 0.0% | 357 | +4,716 | 24.73% | Q1 2026 | Apr 22, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 23,264 | 1,127 | 0.06% | 0.05% | 358 | -2,024 | -8.0% | Q1 2026 | Apr 28, 2026 |
| M&T BANK CORP | History | Reduced | 23,204 | 1,124 | 0.0% | 0.0% | 359 | -1 | -0.0% | Q1 2026 | May 12, 2026 |
| Midwest Trust Co | History | No change | 22,999 | 1,114 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SIGNATUREFD, LLC | History | Added to | 22,975 | 1,113 | 0.02% | 0.02% | 361 | +5 | 0.02% | Q1 2026 | Apr 07, 2026 |
| Parallel Advisors, LLC | History | No change | 22,897 | 1,109 | 0.02% | 0.02% | 362 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 22,883 | 1,108 | 0.48% | 0.48% | 363 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Mustard Seed Financial, LLC | History | Added to | 22,675 | 1,098 | 0.66% | 0.66% | 365 | +4 | 0.02% | Q1 2026 | Apr 27, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | No change | 22,672 | 1,098 | 1.38% | 1.24% | 364 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Mayflower Financial Advisors, LLC | History | New | 22,255 | 1,078 | 0.13% | — | 366 | +22,255 | New | Q1 2026 | Apr 23, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Added to | 22,151 | 1,073 | 0.96% | 0.97% | 367 | +10 | 0.05% | Q1 2026 | Apr 28, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Reduced | 22,120 | 1,071 | 0.21% | 0.22% | 368 | -41 | -0.19% | Q1 2026 | May 08, 2026 |
| Ancora Advisors LLC | History | Reduced | 22,061 | 1,069 | 0.02% | 0.02% | 369 | -361 | -1.61% | Q1 2026 | May 15, 2026 |
| Parkside Investments, LLC | History | No change | 22,018 | 1,066 | 0.13% | 0.13% | 370 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 21,496 | 1,041 | 0.07% | 0.05% | 371 | +3,207 | 17.54% | Q1 2026 | May 05, 2026 |
| KDK Private Wealth Management, LLC | History | No change | 21,488 | 1,041 | 0.95% | 0.87% | 372 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | No change | 21,375 | 1,035 | 0.24% | 0.24% | 373 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Seaside Wealth Management, Inc. | History | Reduced | 21,146 | 1,024 | 0.29% | 0.28% | 374 | -119 | -0.56% | Q1 2026 | May 01, 2026 |
| IHT Wealth Management, LLC | History | Added to | 21,034 | 1,019 | 0.02% | 0.02% | 375 | +417 | 2.02% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 20,866 | 1,011 | 0.0% | 0.0% | 376 | +2,034 | 10.8% | Q1 2026 | May 11, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 21,423 | 998 | 0.27% | 0.27% | 377 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 20,528 | 994 | 0.03% | 0.03% | 378 | -614 | -2.9% | Q1 2026 | May 04, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 20,446 | 990 | 0.01% | 0.01% | 379 | +43 | 0.21% | Q1 2026 | Apr 09, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 20,396 | 988 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 20,302 | 983 | 0.01% | 0.01% | 381 | +1,780 | 9.61% | Q1 2026 | Apr 10, 2026 |
| Balboa Wealth Partners | History | Reduced | 20,233 | 980 | 0.16% | 0.16% | 383 | -986 | -4.65% | Q1 2026 | Apr 16, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 20,232 | 980 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 20,088 | 973 | 0.12% | 0.12% | 384 | -404 | -1.97% | Q1 2026 | Apr 08, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 19,902 | 964 | 0.15% | 0.27% | 385 | -18,315 | -47.92% | Q1 2026 | May 04, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 19,827 | 960 | 0.02% | 0.02% | 387 | -2,003 | -9.18% | Q1 2026 | Apr 22, 2026 |
| CENTRAL TRUST Co | History | No change | 19,826 | 960 | 0.02% | 0.02% | 386 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SEEDS INVESTOR LLC | History | New | 18,913 | 954 | 0.13% | — | 389 | +18,913 | New | Q1 2026 | May 11, 2026 |
| AWM CAPITAL, LLC | History | Added to | 19,691 | 954 | 0.09% | 0.08% | 388 | +46 | 0.23% | Q1 2026 | May 12, 2026 |
| Marietta Wealth Management, LLC | History | Reduced | 19,610 | 950 | 0.11% | 0.11% | 390 | -750 | -3.68% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 18,297 | 946 | 0.61% | 0.59% | 391 | +66 | 0.36% | Q1 2026 | May 06, 2026 |
| CRA Financial Services, LLC | History | No change | 19,240 | 932 | 0.12% | 0.12% | 392 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 19,180 | 929 | 0.05% | 0.06% | 393 | -3,500 | -15.43% | Q1 2026 | May 14, 2026 |
| London & Capital Asset Management Ltd | History | No change | 19,160 | 928 | 0.01% | 0.01% | 394 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 19,084 | 924 | 0.16% | 0.16% | 395 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 18,697 | 906 | 0.05% | 0.05% | 396 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 18,671 | 904 | 0.18% | 0.18% | 397 | +68 | 0.37% | Q1 2026 | Apr 13, 2026 |
| Powerhouse Assets LLC | History | Added to | 18,654 | 903 | 0.79% | 0.66% | 398 | +2,461 | 15.2% | Q1 2026 | Apr 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 18,553 | 899 | 0.0% | 0.0% | 399 | -61 | -0.33% | Q1 2026 | May 14, 2026 |
| tru Independence LLC | History | Added to | 18,457 | 894 | 0.44% | 0.22% | 400 | +35 | 0.19% | Q1 2026 | Apr 22, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 18,382 | 890 | 0.64% | 0.67% | 401 | +30 | 0.16% | Q1 2026 | Apr 29, 2026 |
| BetterWealth, LLC | History | Reduced | 18,261 | 884 | 0.17% | 0.2% | 402 | -380 | -2.04% | Q1 2026 | Apr 24, 2026 |
| ACCREDITED INVESTOR SERVICES, LLC | History | Reduced | 18,235 | 883 | 0.57% | 0.62% | 403 | -2,006 | -9.91% | Q1 2026 | Apr 21, 2026 |
| EVOKE WEALTH, LLC | History | No change | 18,118 | 877 | 0.02% | 0.02% | 404 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NorthRock Partners, LLC | History | No change | 18,092 | 876 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arbor Wealth Advisors LLC | History | Reduced | 17,986 | 871 | 0.61% | 0.62% | 407 | -615 | -3.31% | Q1 2026 | Apr 22, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 17,989 | 871 | 0.01% | 0.0% | 406 | +601 | 3.46% | Q1 2026 | May 05, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 17,966 | 870 | 0.05% | 0.04% | 408 | -386 | -2.1% | Q1 2026 | May 15, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 17,891 | 866 | 0.18% | 0.16% | 409 | -198 | -1.09% | Q1 2026 | Apr 13, 2026 |
| Red Tortoise LLC | History | No change | 17,856 | 865 | 0.36% | 0.35% | 410 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Renasant Bank | History | No change | 17,757 | 860 | 0.61% | 0.56% | 411 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 17,662 | 855 | 0.03% | 0.04% | 412 | -3,787 | -17.66% | Q1 2026 | Apr 28, 2026 |
| Caprock Group, LLC | History | Added to | 17,540 | 849 | 0.02% | 0.02% | 413 | +8 | 0.05% | Q1 2026 | May 11, 2026 |
| Falcon Wealth Planning | History | No change | 17,426 | 844 | 0.06% | 0.07% | 414 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Key FInancial Inc | History | No change | 17,351 | 840 | 0.15% | 0.15% | 415 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Berger Financial Group, Inc | History | Added to | 17,314 | 839 | 0.05% | 0.05% | 416 | +3 | 0.02% | Q1 2026 | Apr 28, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 17,233 | 835 | 0.06% | 0.06% | 417 | -1,190 | -6.46% | Q1 2026 | Apr 22, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 17,170 | 832 | 0.06% | 0.05% | 418 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Oak Wealth Advisors LLC | History | Reduced | 17,157 | 831 | 0.46% | 0.49% | 419 | -1,204 | -6.56% | Q1 2026 | Apr 21, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 16,988 | 823 | 0.55% | 0.55% | 420 | +61 | 0.36% | Q1 2026 | Apr 14, 2026 |
| Narus Financial Partners, LLC | History | No change | 16,971 | 822 | 0.22% | 0.22% | 421 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Rather & Kittrell, Inc. | History | No change | 16,925 | 820 | 0.13% | 0.13% | 422 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Aerodigm Wealth, LLC | History | No change | 16,821 | 815 | 0.31% | 0.3% | 423 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 16,807 | 814 | 0.01% | 0.01% | 424 | +1,127 | 7.19% | Q1 2026 | Apr 17, 2026 |
| Colonial Trust Co / SC | History | No change | 16,762 | 812 | 0.11% | 0.1% | 425 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Added to | 16,706 | 810 | 0.0% | 0.0% | 426 | +612 | 3.8% | Q1 2026 | May 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 16,712 | 809 | 0.09% | 0.11% | 427 | -657 | -3.78% | Q1 2026 | Apr 23, 2026 |
| Prism Planning Partners LLC | History | Reduced | 16,545 | 801 | 0.95% | 0.88% | 428 | -323 | -1.91% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 16,496 | 799 | 0.01% | 0.01% | 429 | +44 | 0.27% | Q1 2026 | May 11, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Added to | 16,480 | 798 | 0.08% | 0.08% | 430 | +4 | 0.02% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 16,250 | 787 | 0.0% | 0.0% | 431 | -190 | -1.16% | Q1 2026 | May 08, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 16,187 | 784 | 0.17% | 0.16% | 432 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Capital Investment Management, Inc. | History | Reduced | 16,065 | 778 | 0.27% | 0.27% | 433 | -331 | -2.02% | Q1 2026 | Apr 22, 2026 |
| Operose Advisors LLC | History | Added to | 15,735 | 762 | 0.18% | 0.15% | 435 | +1,510 | 10.62% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 15,731 | 762 | 0.01% | 0.01% | 434 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Krilogy Financial LLC | History | Reduced | 14,900 | 752 | 0.02% | 0.03% | 437 | -259 | -1.71% | Q1 2026 | Apr 17, 2026 |
| Perigon Wealth Management, LLC | History | No change | 15,525 | 752 | 0.01% | 0.01% | 436 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 15,428 | 747 | 0.24% | 0.21% | 438 | -1,063 | -6.45% | Q1 2026 | Apr 15, 2026 |
| Babb Wealth Advisors LLC | History | Reduced | 15,400 | 746 | 0.41% | 0.41% | 440 | -364 | -2.31% | Q1 2026 | May 14, 2026 |
| WestHill Financial Advisors, Inc. | History | Reduced | 15,411 | 746 | 0.14% | 0.14% | 439 | -315 | -2.0% | Q1 2026 | Apr 09, 2026 |
| NerdWallet Wealth Partners, LLC | History | No change | 15,216 | 737 | 0.32% | 0.32% | 441 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 15,205 | 736 | 0.02% | 0.02% | 442 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 15,028 | 728 | 0.0% | — | 444 | +15,028 | New | Q1 2026 | May 15, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 15,032 | 728 | 0.4% | 0.39% | 443 | -207 | -1.36% | Q1 2026 | Apr 20, 2026 |
| Kaufman Rossin Wealth, LLC | History | Reduced | 14,976 | 725 | 0.42% | 0.63% | 445 | -10,974 | -42.29% | Q1 2026 | Apr 17, 2026 |
| Cadence Bank | History | No change | 15,521 | 723 | 0.04% | 0.04% | 446 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 14,910 | 722 | 0.0% | 0.0% | 447 | -368 | -2.41% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | Reduced | 14,759 | 715 | 0.02% | 0.02% | 448 | -300 | -1.99% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Added to | 14,637 | 709 | 0.0% | 0.0% | 449 | +1,721 | 13.32% | Q1 2026 | May 13, 2026 |
| Belpointe Asset Management LLC | History | No change | 14,594 | 707 | 0.03% | 0.02% | 450 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 14,594 | 707 | 0.09% | 0.1% | 451 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Williams & Novak, LLC | History | Reduced | 14,364 | 698 | 0.52% | 0.51% | 453 | -201 | -1.38% | Q1 2026 | Apr 20, 2026 |
| GenTrust, LLC | History | No change | 14,422 | 698 | 0.03% | 0.03% | 452 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 14,367 | 696 | 0.27% | 0.28% | 454 | -6 | -0.04% | Q1 2026 | Apr 08, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 14,143 | 685 | 0.09% | 0.08% | 455 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 13,867 | 671 | 0.15% | 0.15% | 456 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Rossby Financial, LCC | History | Added to | 13,803 | 670 | 0.14% | 0.2% | 457 | +12 | 0.09% | Q1 2026 | May 11, 2026 |
| West Wealth Group, LLC | History | New | 13,732 | 665 | 0.13% | — | 458 | +13,732 | New | Q1 2026 | May 11, 2026 |
| CWA Asset Management Group, LLC | History | No change | 13,503 | 654 | 0.02% | 0.02% | 459 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 13,440 | 651 | 0.0% | 0.0% | 460 | +48 | 0.36% | Q1 2026 | May 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 13,418 | 650 | 0.04% | — | 462 | +13,418 | New | Q1 2026 | Apr 30, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 13,416 | 650 | 0.01% | 0.01% | 461 | +3,388 | 33.79% | Q1 2026 | Apr 23, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 13,339 | 646 | 0.07% | 0.07% | 463 | -1 | -0.01% | Q1 2026 | May 12, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Reduced | 13,272 | 643 | 0.42% | 0.4% | 464 | -391 | -2.86% | Q1 2026 | Apr 20, 2026 |
| WoodTrust Financial Corp | History | Added to | 13,215 | 640 | 0.08% | 0.05% | 466 | +3,134 | 31.09% | Q1 2026 | May 06, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 13,217 | 640 | 0.08% | 0.08% | 465 | -296 | -2.19% | Q1 2026 | May 05, 2026 |
| Center for Financial Planning, Inc. | History | No change | 13,216 | 640 | 0.07% | 0.06% | 467 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Johnson Wealth Management, LLC | History | Reduced | 13,167 | 638 | 0.31% | 0.31% | 468 | -70 | -0.53% | Q1 2026 | Apr 23, 2026 |
| Robinswood Financial LLC | History | New | 13,116 | 635 | 0.2% | — | 469 | +13,116 | New | Q1 2026 | Jul 13, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 12,916 | 625 | 0.08% | 0.09% | 470 | -691 | -5.08% | Q1 2026 | Apr 27, 2026 |
| Balefire, LLC | History | New | 12,807 | 620 | 0.12% | — | 471 | +12,807 | New | Q1 2026 | May 07, 2026 |
| VERITY Wealth Advisors | History | No change | 12,775 | 619 | 0.41% | 0.37% | 472 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| HBE Wealth Management, LLC | History | Reduced | 12,759 | 618 | 0.54% | 0.57% | 474 | -205 | -1.58% | Q1 2026 | Apr 28, 2026 |
| MB Generational Wealth, LLC | History | No change | 12,770 | 618 | 0.34% | 0.31% | 473 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Oakworth Capital, Inc. | History | No change | 12,717 | 616 | 0.03% | 0.03% | 475 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Dakota Wealth Management | History | Reduced | 12,673 | 614 | 0.01% | 0.01% | 476 | -2,572 | -16.87% | Q1 2026 | May 07, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 12,628 | 611 | 0.01% | 0.01% | 477 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Leo Wealth, LLC | History | Reduced | 12,589 | 610 | 0.04% | 0.05% | 478 | -831 | -6.19% | Q1 2026 | May 05, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 12,492 | 605 | 0.03% | 0.03% | 479 | -847 | -6.35% | Q1 2026 | May 07, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 12,469 | 604 | 0.22% | — | 481 | +12,469 | New | Q1 2026 | May 13, 2026 |
| McGrath & Associates, Inc. | History | No change | 12,480 | 604 | 0.89% | 0.82% | 480 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 12,367 | 599 | 0.48% | 0.52% | 482 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wedmont Private Capital | History | New | 11,956 | 597 | 0.02% | — | 483 | +11,956 | New | Q1 2026 | Apr 09, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Reduced | 12,302 | 596 | 0.01% | 0.01% | 484 | -1,213 | -8.98% | Q1 2026 | Apr 21, 2026 |
| American Financial Advisors, LLC | History | Added to | 12,158 | 589 | 0.08% | 0.07% | 485 | +24 | 0.2% | Q1 2026 | May 13, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 12,022 | 582 | 0.37% | 0.33% | 486 | +1,609 | 15.45% | Q1 2026 | May 11, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 11,800 | 571 | 0.35% | 0.33% | 487 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 11,758 | 569 | 0.0% | — | 488 | +11,758 | New | Q1 2026 | May 14, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 11,615 | 562 | 0.0% | 0.0% | 490 | -8,147 | -41.23% | Q1 2026 | May 14, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 11,598 | 562 | 0.05% | 0.04% | 489 | -63 | -0.54% | Q1 2026 | Apr 06, 2026 |
| TPG Financial Advisors, LLC | History | No change | 11,595 | 561 | 0.18% | 0.18% | 491 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 11,339 | 549 | 0.02% | 0.02% | 492 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 11,320 | 548 | 0.04% | 0.04% | 493 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 11,324 | 548 | 0.03% | 0.03% | 494 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | No change | 10,672 | 546 | 0.18% | 0.17% | 495 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 11,207 | 543 | 0.01% | 0.01% | 496 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MBL Wealth, LLC | History | No change | 11,131 | 539 | 0.04% | 0.04% | 497 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 10,860 | 526 | 0.01% | 0.01% | 498 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Ascent Group, LLC | History | No change | 10,849 | 525 | 0.02% | 0.02% | 499 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 10,796 | 523 | 0.07% | 0.07% | 500 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GDS Wealth Management | History | Added to | 10,652 | 516 | 0.03% | 0.02% | 501 | +2,171 | 25.6% | Q1 2026 | Apr 27, 2026 |
| Steele Capital Management, Inc. | History | No change | 10,564 | 511 | 0.02% | 0.02% | 502 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 10,960 | 510 | 0.07% | 0.07% | 503 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Vivaldi Capital Management LP | History | Added to | 10,494 | 508 | 0.07% | 0.07% | 504 | +12 | 0.11% | Q1 2026 | May 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 10,474 | 507 | 0.27% | 0.29% | 507 | -534 | -4.85% | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | No change | 10,477 | 507 | 0.05% | 0.06% | 505 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NCM Capital Management, LLC | History | No change | 10,465 | 507 | 0.18% | 0.18% | 506 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cross Staff Investments Inc | History | No change | 10,391 | 503 | 0.25% | 0.27% | 508 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Liberty Capital Management, Inc. | History | No change | 10,742 | 500 | 0.09% | 0.09% | 509 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 10,310 | 499 | 0.01% | 0.01% | 510 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Quad-Cities Investment Group, LLC | History | Reduced | 10,273 | 497 | 0.2% | 0.2% | 511 | -25 | -0.24% | Q1 2026 | Apr 21, 2026 |
| Americana Partners, LLC | History | No change | 10,223 | 495 | 0.01% | 0.01% | 512 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Added to | 10,083 | 488 | 0.01% | 0.01% | 513 | +1,069 | 11.86% | Q1 2026 | Apr 17, 2026 |
| Towneley Capital Management, Inc / DE | History | Added to | 10,087 | 488 | 0.1% | 0.1% | 514 | +37 | 0.37% | Q1 2026 | Apr 21, 2026 |
| Compass Wealth Management, LLC/GA | History | Added to | 10,045 | 486 | 0.21% | 0.19% | 516 | +22 | 0.22% | Q1 2026 | May 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 10,040 | 486 | 0.03% | 0.03% | 515 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Lido Advisors, LLC | History | Reduced | 9,955 | 482 | 0.0% | 0.0% | 517 | -2,500 | -20.07% | Q1 2026 | May 13, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 9,890 | 479 | 0.08% | 0.08% | 518 | -85 | -0.85% | Q1 2026 | Apr 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 9,882 | 478 | 0.0% | 0.0% | 520 | -645 | -6.13% | Q1 2026 | May 05, 2026 |
| Strategic Financial Services, Inc. | History | No change | 9,875 | 478 | 0.02% | 0.02% | 519 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 9,684 | 469 | 0.03% | 0.02% | 521 | +1,333 | 15.96% | Q1 2026 | May 06, 2026 |
| Accredited Investors Inc. | History | No change | 9,623 | 466 | 0.03% | 0.02% | 522 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 9,551 | 462 | 0.31% | 0.31% | 523 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Everest Financial Group LLC | History | New | 9,484 | 459 | 0.08% | — | 524 | +9,484 | New | Q1 2026 | May 15, 2026 |
| Gradient Investments LLC | History | No change | 9,427 | 456 | 0.01% | 0.01% | 525 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Approach Retirement Advisors, LLC | History | No change | 9,408 | 455 | 0.38% | 0.38% | 526 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Avant Financial Advisors LLC | History | No change | 9,363 | 453 | 0.32% | 0.31% | 527 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PRIVATE TRUST CO NA | History | No change | 9,274 | 449 | 0.04% | 0.04% | 528 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Mullaney, Keating & Wright, Inc. | History | No change | 9,210 | 446 | 0.24% | 0.23% | 529 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 9,202 | 445 | 0.03% | 0.02% | 531 | +565 | 6.54% | Q1 2026 | Apr 09, 2026 |
| Orion Capital Management LLC | History | No change | 9,189 | 445 | 0.15% | 0.14% | 530 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aspirean Wealth, LLC | History | Added to | 9,166 | 444 | 0.48% | 0.45% | 533 | +303 | 3.42% | Q1 2026 | May 13, 2026 |
| Avestar Capital, LLC | History | No change | 9,163 | 444 | 0.03% | 0.03% | 532 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Monument Group Wealth Advisors, LLC | History | Reduced | 9,123 | 442 | 0.25% | 0.24% | 534 | -382 | -4.02% | Q1 2026 | Apr 22, 2026 |
| Summit Asset Management, LLC | History | Added to | 9,105 | 441 | 0.06% | 0.06% | 535 | +33 | 0.36% | Q1 2026 | May 08, 2026 |
| Ironwood Financial, llc | History | No change | 9,070 | 439 | 0.08% | 0.07% | 536 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 9,013 | 436 | 0.03% | 0.03% | 537 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Live Oak Private Wealth LLC | History | No change | 8,962 | 434 | 0.06% | 0.06% | 538 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Third View Private Wealth, LLC | History | No change | 8,864 | 429 | 0.06% | 0.06% | 539 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Goldstein Advisors, LLC | History | No change | 8,819 | 427 | 0.05% | 0.05% | 540 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | New | 8,732 | 423 | 0.01% | — | 541 | +8,732 | New | Q1 2026 | May 06, 2026 |
| Warburton Capital Management, LLC | History | Added to | 8,399 | 421 | 0.21% | 0.22% | 542 | +30 | 0.36% | Q1 2026 | May 01, 2026 |
| Brookstone Capital Management | History | Added to | 8,661 | 419 | 0.0% | 0.0% | 543 | +443 | 5.39% | Q1 2026 | Apr 16, 2026 |
| RB Capital Management, LLC | History | Reduced | 8,598 | 416 | 0.09% | 0.08% | 544 | -198 | -2.25% | Q1 2026 | May 14, 2026 |
| AlTi Global, Inc. | History | No change | 8,530 | 413 | 0.01% | 0.01% | 545 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Delos Wealth Advisors, LLC | History | New | 8,510 | 412 | 0.24% | — | 547 | +8,510 | New | Q1 2026 | May 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 8,513 | 412 | 0.03% | 0.03% | 546 | 0 | 0.0% | Q1 2026 | May 28, 2026 |
| Newton One Investments LLC | History | Added to | 8,449 | 409 | 0.11% | 0.12% | 548 | +30 | 0.36% | Q1 2026 | Apr 24, 2026 |
| Summit Financial, LLC | History | New | 8,432 | 408 | 0.01% | — | 550 | +8,432 | New | Q1 2026 | May 15, 2026 |
| E-Wealth Partners, LLC | History | Added to | 8,432 | 408 | 0.33% | 0.33% | 549 | +26 | 0.31% | Q1 2026 | Jun 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 8,340 | 404 | 0.01% | 0.0% | 551 | +2,913 | 53.68% | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO | History | No change | 8,232 | 402 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Physician Wealth Solutions Inc. | History | No change | 8,307 | 402 | 0.17% | 0.16% | 553 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 8,259 | 400 | 0.01% | 0.01% | 554 | +19 | 0.23% | Q1 2026 | Apr 15, 2026 |
| Venture Visionary Partners LLC | History | Added to | 8,270 | 400 | 0.01% | 0.01% | 555 | +11 | 0.13% | Q1 2026 | May 14, 2026 |
| Montz Harcus Wealth Management LLC | History | Added to | 8,077 | 391 | 0.16% | 0.15% | 556 | +29 | 0.36% | Q1 2026 | Apr 29, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 8,015 | 388 | 0.03% | 0.03% | 557 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Five Oceans Advisors | History | Reduced | 7,998 | 387 | 0.14% | 0.13% | 558 | -168 | -2.06% | Q1 2026 | Apr 07, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 7,912 | 383 | 0.18% | 0.16% | 559 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ridgewood Investments LLC | History | New | 7,840 | 379 | 0.16% | — | 560 | +7,840 | New | Q1 2026 | Apr 03, 2026 |
| CIBC Bancorp USA Inc. | History | New | 7,818 | 378 | 0.0% | — | 561 | +7,818 | New | Q1 2026 | May 12, 2026 |
| Gateway Wealth Partners, LLC | History | New | 7,788 | 377 | 0.01% | — | 562 | +7,788 | New | Q1 2026 | May 15, 2026 |
| Integrity Wealth Solutions LLC | History | No change | 7,726 | 374 | 0.15% | 0.14% | 563 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 7,701 | 373 | 0.02% | 0.02% | 564 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Leeward Financial Partners, LLC | History | No change | 7,670 | 371 | 0.11% | 0.1% | 565 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | No change | 7,141 | 370 | 0.13% | 0.14% | 566 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 7,653 | 370 | 0.05% | 0.05% | 567 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Roundview Capital LLC | History | No change | 7,626 | 369 | 0.02% | 0.02% | 568 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Aviance Capital Partners, LLC | History | No change | 7,563 | 366 | 0.04% | 0.04% | 569 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 7,818 | 364 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 7,491 | 363 | 0.04% | 0.04% | 571 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 7,480 | 362 | 0.05% | 0.05% | 572 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | No change | 7,391 | 358 | 0.03% | 0.03% | 573 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 7,369 | 357 | 0.05% | 0.06% | 574 | -1,843 | -20.01% | Q1 2026 | Apr 24, 2026 |
| Donalies Financial Planning, LLC | History | No change | 7,387 | 357 | 0.3% | 0.29% | 575 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Integrity Investment Advisors, LLC | History | New | 7,335 | 355 | 0.19% | — | 577 | +7,335 | New | Q1 2026 | Apr 29, 2026 |
| Smith Salley Wealth Management | History | No change | 7,344 | 355 | 0.02% | 0.02% | 576 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| First Western Trust Bank | History | No change | 7,287 | 353 | 0.02% | 0.02% | 578 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| M1 Capital Management LLC | History | Reduced | 7,193 | 348 | 0.16% | 0.16% | 579 | -1,034 | -12.57% | Q1 2026 | May 08, 2026 |
| BOKF, NA | History | No change | 7,086 | 343 | 0.01% | 0.01% | 580 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Caldwell Trust Co | History | No change | 7,089 | 343 | 0.03% | 0.03% | 581 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 7,072 | 342 | 0.01% | 0.0% | 582 | +115 | 1.65% | Q1 2026 | May 13, 2026 |
| Whalen Wealth Management Inc. | History | Added to | 7,036 | 340 | 0.18% | 0.18% | 583 | +25 | 0.36% | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,937 | 336 | 0.01% | 0.01% | 584 | +1,234 | 21.64% | Q1 2026 | May 15, 2026 |
| Ponta Wealth Partners, LLC | History | No change | 6,949 | 336 | 0.27% | 0.3% | 585 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UMB Bank, n.a. | History | Reduced | 6,848 | 331 | 0.0% | 0.0% | 586 | -347 | -4.82% | Q1 2026 | May 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 6,809 | 329 | 0.01% | 0.01% | 587 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 6,734 | 326 | 0.02% | 0.02% | 588 | +976 | 16.95% | Q1 2026 | May 07, 2026 |
| Ferguson Johnson Wealth Management Inc | History | No change | 6,695 | 324 | 0.26% | 0.26% | 589 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 6,680 | 323 | 0.01% | 0.01% | 590 | +26 | 0.39% | Q1 2026 | Apr 20, 2026 |
| Grey Ledge Advisors, LLC | History | No change | 6,646 | 322 | 0.07% | 0.07% | 591 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Waterfront Wealth Inc. | History | No change | 6,654 | 322 | 0.06% | 0.06% | 592 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| High Probability Advisors, LLC | History | No change | 6,646 | 322 | 0.04% | 0.04% | 593 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 6,594 | 319 | 0.01% | 0.01% | 595 | +1 | 0.02% | Q1 2026 | May 12, 2026 |
| GRANDFIELD & DODD, LLC | History | No change | 6,583 | 319 | 0.02% | 0.02% | 594 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 6,558 | 317 | 0.0% | 0.0% | 596 | -190 | -2.82% | Q1 2026 | May 01, 2026 |
| Grove Street Fiduciary, LLC | History | No change | 6,544 | 317 | 0.14% | 0.13% | 597 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 6,714 | 312 | 0.11% | 0.11% | 598 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| TrustWell Financial Advisors, LLC | History | Added to | 6,424 | 311 | 0.29% | 0.29% | 600 | +24 | 0.38% | Q1 2026 | May 07, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | No change | 6,433 | 311 | 0.56% | 0.57% | 599 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FIDUCIARY FAMILY OFFICE, LLC | History | No change | 6,366 | 308 | 0.09% | 0.09% | 601 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | New | 6,288 | 304 | 0.02% | — | 605 | +6,288 | New | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 6,278 | 304 | 0.01% | 0.0% | 604 | +1,470 | 30.57% | Q1 2026 | May 14, 2026 |
| RKL Wealth Management LLC | History | No change | 6,288 | 304 | 0.03% | 0.02% | 602 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Orgel Wealth Management, LLC | History | No change | 6,283 | 304 | 0.01% | 0.01% | 603 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Essential Planning, LLC. | History | Added to | 6,175 | 299 | 0.1% | 0.09% | 606 | +23 | 0.37% | Q1 2026 | Apr 22, 2026 |
| Aurdan Capital Management, LLC | History | No change | 6,178 | 299 | 0.09% | 0.09% | 607 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BOS Asset Management, LLC | History | Added to | 6,162 | 298 | 0.08% | 0.08% | 608 | +34 | 0.55% | Q1 2026 | Apr 08, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 6,129 | 297 | 0.09% | 0.08% | 609 | +156 | 2.61% | Q1 2026 | Apr 22, 2026 |
| SevenBridge Financial Group, LLC | History | Added to | 5,836 | 297 | 0.05% | 0.05% | 610 | +21 | 0.36% | Q1 2026 | Apr 23, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 6,122 | 296 | 0.02% | 0.02% | 611 | +10 | 0.16% | Q1 2026 | Apr 13, 2026 |
| Purkiss Capital Advisors LLC | History | Added to | 6,056 | 293 | 0.13% | 0.13% | 612 | +10 | 0.17% | Q1 2026 | May 04, 2026 |
| Old Peak Finance LLC | History | Reduced | 6,013 | 291 | 0.17% | 0.18% | 614 | -278 | -4.42% | Q1 2026 | Apr 24, 2026 |
| Advisory Services Network, LLC | History | Added to | 6,024 | 291 | 0.0% | 0.0% | 613 | +10 | 0.17% | Q1 2026 | May 15, 2026 |
| Facet Wealth, Inc. | History | Added to | 5,954 | 288 | 0.0% | 0.0% | 615 | +1,042 | 21.21% | Q1 2026 | May 07, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 5,954 | 288 | 0.02% | 0.02% | 616 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| COFG Advisors, LLC | History | Added to | 5,931 | 287 | 0.07% | 0.07% | 617 | +21 | 0.36% | Q1 2026 | May 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 5,913 | 286 | 0.01% | 0.01% | 618 | -2,633 | -30.81% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Added to | 5,889 | 285 | 0.01% | 0.01% | 620 | +21 | 0.36% | Q1 2026 | May 15, 2026 |
| Rise Advisors, LLC | History | Added to | 5,871 | 285 | 0.1% | 0.1% | 621 | +21 | 0.36% | Q1 2026 | Apr 03, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 6,132 | 285 | 0.01% | 0.01% | 619 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 5,877 | 284 | 0.03% | 0.03% | 622 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 5,844 | 283 | 0.14% | 0.14% | 623 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Bull Oak Capital, LLC | History | No change | 5,849 | 283 | 0.11% | 0.11% | 624 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ORG Partners LLC | History | No change | 6,060 | 282 | 0.05% | 0.05% | 625 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Vantage Point Financial LLC | History | Added to | 5,798 | 280 | 0.1% | 0.1% | 627 | +6 | 0.1% | Q1 2026 | May 01, 2026 |
| Sterling Wealth Advisors Inc | History | No change | 5,505 | 280 | 0.16% | 0.15% | 626 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Inspire Advisors, LLC | History | New | 5,742 | 278 | 0.02% | — | 628 | +5,742 | New | Q1 2026 | May 15, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 5,708 | 276 | 0.03% | 0.03% | 629 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Vident Advisory, LLC | History | No change | 5,707 | 276 | 0.0% | 0.0% | 630 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Well Done, LLC | History | No change | 5,684 | 275 | 0.04% | 0.04% | 631 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Lantz Financial LLC | History | No change | 5,656 | 274 | 0.06% | 0.06% | 632 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 5,610 | 271 | 0.0% | 0.01% | 633 | -17,824 | -76.06% | Q1 2026 | May 13, 2026 |
| CORTLAND ASSOCIATES INC/MO | History | Reduced | 5,530 | 268 | 0.04% | 0.04% | 635 | -1,340 | -19.51% | Q1 2026 | Apr 30, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | No change | 5,537 | 268 | 0.05% | 0.05% | 634 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Disciplined Investors, L.L.C. | History | Reduced | 5,517 | 267 | 0.16% | 0.18% | 637 | -242 | -4.2% | Q1 2026 | May 12, 2026 |
| Everhart Financial Group, Inc. | History | No change | 5,515 | 267 | 0.02% | 0.02% | 636 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 5,504 | 266 | 0.02% | 0.02% | 638 | -32 | -0.58% | Q1 2026 | Apr 23, 2026 |
| Ascentis Independent Advisors | History | New | 5,460 | 264 | 0.02% | — | 640 | +5,460 | New | Q1 2026 | Apr 28, 2026 |
| HBK Sorce Advisory LLC | History | No change | 5,057 | 264 | 0.01% | 0.01% | 639 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 5,432 | 263 | 0.07% | 0.06% | 641 | +431 | 8.62% | Q1 2026 | Apr 09, 2026 |
| NORDEN GROUP LLC | History | Added to | 5,413 | 262 | 0.03% | 0.02% | 642 | +20 | 0.37% | Q1 2026 | Apr 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 5,398 | 261 | 0.01% | 0.01% | 643 | +943 | 21.17% | Q1 2026 | May 15, 2026 |
| Silver Coast Investments LLC | History | New | 5,365 | 260 | 0.08% | — | 644 | +5,365 | New | Q1 2026 | Apr 22, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 5,360 | 259 | 0.09% | 0.11% | 646 | -1,630 | -23.32% | Q1 2026 | Apr 08, 2026 |
| Vawter Financial, Ltd. | History | No change | 5,350 | 259 | 0.11% | 0.11% | 645 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 5,325 | 258 | 0.01% | 0.01% | 647 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bell Bank | History | No change | 5,306 | 257 | 0.01% | 0.01% | 648 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Black Swift Group, LLC | History | Reduced | 5,246 | 254 | 0.04% | 0.07% | 649 | -4,000 | -43.26% | Q1 2026 | Apr 24, 2026 |
| Gordian Advisors LLC | History | New | 5,189 | 251 | 0.17% | — | 650 | +5,189 | New | Q1 2026 | Apr 27, 2026 |
| ASSETMARK, INC | History | Reduced | 5,124 | 248 | 0.0% | 0.0% | 651 | -467 | -8.35% | Q1 2026 | May 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 5,073 | 245 | 0.01% | 0.01% | 652 | -68 | -1.32% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 5,031 | 243 | 0.01% | 0.01% | 653 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| One Degree Advisors Inc | History | Reduced | 5,002 | 242 | 0.06% | 0.07% | 654 | -140 | -2.72% | Q1 2026 | May 01, 2026 |
| Wealth Advisors of Iowa, LLC | History | No change | 4,986 | 241 | 0.07% | 0.08% | 655 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 4,961 | 240 | 0.01% | — | 656 | +4,961 | New | Q1 2026 | May 14, 2026 |
| BDFS Capital LLC | History | Reduced | 4,932 | 238 | 0.11% | 0.12% | 660 | -95 | -1.89% | Q1 2026 | Apr 15, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 4,927 | 238 | 0.05% | 0.05% | 659 | +18 | 0.37% | Q1 2026 | Apr 21, 2026 |
| Murphy Pohlad Asset Management LLC | History | No change | 4,920 | 238 | 0.09% | 0.09% | 657 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 4,928 | 238 | 0.0% | 0.0% | 658 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Aprio Wealth Management, LLC | History | New | 4,853 | 235 | 0.01% | — | 663 | +4,853 | New | Q1 2026 | May 11, 2026 |
| Financial Insights, Inc. | History | No change | 4,852 | 235 | 0.08% | 0.08% | 661 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Bellwether Advisors, LLC | History | No change | 4,865 | 235 | 0.04% | 0.04% | 662 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 4,845 | 234 | 0.19% | 0.14% | 664 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | New | 4,779 | 231 | 0.01% | — | 666 | +4,779 | New | Q1 2026 | Jun 18, 2026 |
| Intrua Financial, LLC | History | No change | 4,777 | 231 | 0.02% | 0.02% | 665 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MOTCO | History | No change | 4,759 | 230 | 0.02% | 0.02% | 667 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Carnegie Investment Counsel | History | No change | 4,764 | 230 | 0.0% | 0.0% | 668 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Tufton Capital Management | History | New | 4,710 | 228 | 0.04% | — | 671 | +4,710 | New | Q1 2026 | May 12, 2026 |
| Composition Wealth, LLC | History | Added to | 4,710 | 228 | 0.0% | 0.0% | 669 | +17 | 0.36% | Q1 2026 | Apr 08, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 4,662 | 228 | 0.02% | 0.03% | 670 | +13 | 0.28% | Q1 2026 | Apr 10, 2026 |
| Royal Fund Management, LLC | History | No change | 4,703 | 227 | 0.02% | 0.02% | 672 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Crescent Grove Advisors, LLC | History | New | 4,682 | 226 | 0.02% | — | 673 | +4,682 | New | Q1 2026 | May 06, 2026 |
| Lauer Wealth, LLC | History | No change | 4,500 | 225 | 0.18% | 0.16% | 674 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Modern Wealth Management, LLC | History | No change | 4,602 | 223 | 0.0% | 0.0% | 675 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 4,586 | 222 | 0.01% | — | 676 | +4,586 | New | Q1 2026 | May 13, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 4,563 | 221 | 0.02% | 0.02% | 678 | -224 | -4.68% | Q1 2026 | May 05, 2026 |
| Wallace Capital Management Inc. | History | No change | 4,567 | 221 | 0.03% | 0.03% | 677 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BankChampaign, National Association | History | Added to | 4,549 | 220 | 0.22% | 0.21% | 680 | +1,926 | 73.43% | Q1 2026 | May 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 4,545 | 220 | 0.02% | 0.01% | 679 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 4,537 | 219 | 0.05% | 0.05% | 681 | +16 | 0.35% | Q1 2026 | May 12, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | No change | 4,459 | 216 | 0.12% | 0.13% | 682 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Continuum Advisory, LLC | History | No change | 4,441 | 215 | 0.02% | 0.02% | 683 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HORAN Wealth, LLC | History | No change | 4,611 | 214 | 0.02% | 0.03% | 684 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 4,386 | 212 | 0.03% | 0.03% | 685 | +11 | 0.25% | Q1 2026 | May 05, 2026 |
| Advisor OS, LLC | History | Added to | 4,386 | 212 | 0.02% | 0.02% | 686 | +11 | 0.25% | Q1 2026 | May 07, 2026 |
| CGN Advisors LLC | History | Reduced | 4,364 | 211 | 0.02% | 0.02% | 688 | -1,565 | -26.4% | Q1 2026 | Apr 13, 2026 |
| Sherman Wealth Management LLC | History | Added to | 4,359 | 211 | 0.18% | 0.18% | 689 | +15 | 0.35% | Q1 2026 | Apr 13, 2026 |
| THREADGILL FINANCIAL, LLC | History | No change | 4,362 | 211 | 0.06% | 0.08% | 687 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Centric Wealth Management | History | No change | 4,093 | 210 | 0.04% | 0.04% | 690 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 4,351 | 210 | 0.02% | 0.02% | 691 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Corundum Group, Inc. | History | New | 4,331 | 209 | 0.07% | — | 694 | +4,331 | New | Q1 2026 | Apr 20, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 4,320 | 209 | 0.0% | 0.0% | 693 | -1,649 | -27.63% | Q1 2026 | Apr 27, 2026 |
| HWG Holdings LP | History | Reduced | 4,323 | 209 | 0.05% | 0.06% | 692 | -1,373 | -24.1% | Q1 2026 | May 06, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 4,303 | 208 | 0.02% | 0.02% | 695 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Trademark Financial Management, LLC | History | New | 4,280 | 207 | 0.1% | — | 696 | +4,280 | New | Q1 2026 | Apr 27, 2026 |
| Wealth Advisors of Tampa Bay, LLC | History | New | 4,256 | 206 | 0.07% | — | 697 | +4,256 | New | Q1 2026 | May 14, 2026 |
| Marble Wealth, LLC | History | New | 4,243 | 205 | 0.04% | — | 700 | +4,243 | New | Q1 2026 | May 14, 2026 |
| Advisory Alpha, LLC | History | New | 4,240 | 205 | 0.01% | — | 699 | +4,240 | New | Q1 2026 | May 14, 2026 |
| OLIO Financial Planning | History | Reduced | 4,238 | 205 | 0.06% | 0.06% | 698 | -593 | -12.27% | Q1 2026 | Apr 14, 2026 |
| Affinity Capital Advisors, LLC | History | New | 4,211 | 204 | 0.03% | — | 702 | +4,211 | New | Q1 2026 | Apr 13, 2026 |
| Lodestone Wealth Management LLC | History | No change | 4,219 | 204 | 0.08% | 0.08% | 701 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Haverford Trust Co | History | New | 4,171 | 202 | 0.0% | — | 703 | +4,171 | New | Q1 2026 | May 11, 2026 |
| WEDBUSH SECURITIES INC | History | New | 4,158 | 201 | 0.01% | — | 704 | +4,158 | New | Q1 2026 | Apr 21, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 3,711 | 179 | 0.06% | 0.06% | 705 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SITTNER & NELSON, LLC | History | No change | 3,698 | 179 | 0.07% | 0.07% | 706 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HOWE & RUSLING INC | History | No change | 3,677 | 178 | 0.01% | 0.01% | 707 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| JPL Wealth Management, LLC | History | New | 3,662 | 177 | 0.04% | — | 708 | +3,662 | New | Q1 2026 | May 08, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 3,645 | 176 | 0.06% | 0.06% | 709 | -12 | -0.33% | Q1 2026 | Apr 24, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 3,591 | 174 | 0.01% | 0.01% | 710 | +11 | 0.31% | Q1 2026 | Apr 17, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 3,581 | 173 | 0.08% | 0.08% | 711 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 3,354 | 163 | 0.0% | 0.0% | 712 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Abound Wealth Management | History | Added to | 3,314 | 160 | 0.04% | 0.04% | 713 | +3 | 0.09% | Q1 2026 | Apr 10, 2026 |
| Sound Income Strategies, LLC | History | No change | 3,225 | 156 | 0.01% | 0.01% | 714 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| American Capital Advisory, LLC | History | Reduced | 3,209 | 155 | 0.06% | 0.08% | 715 | -909 | -22.07% | Q1 2026 | Apr 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 3,129 | 151 | 0.02% | 0.02% | 716 | -289 | -8.46% | Q1 2026 | May 15, 2026 |
| Pacific Center for Financial Services | History | Added to | 3,001 | 145 | 0.04% | 0.03% | 717 | +159 | 5.59% | Q1 2026 | May 12, 2026 |
| CX Institutional | History | Added to | 2,991 | 145 | 0.0% | 0.0% | 718 | +10 | 0.34% | Q1 2026 | Apr 06, 2026 |
| KM Capital Management Ltd. | History | New | 2,650 | 139 | 0.09% | — | 719 | +2,650 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,778 | 134 | 0.0% | 0.0% | 720 | -742 | -21.08% | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 2,749 | 133 | 0.0% | 0.0% | 721 | -3,069 | -52.75% | Q1 2026 | May 15, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 2,718 | 132 | 0.1% | 0.12% | 722 | +6 | 0.22% | Q1 2026 | Apr 02, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 2,535 | 122 | 0.02% | 0.02% | 723 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Hilltop National Bank | History | No change | 2,497 | 121 | 0.03% | 0.03% | 724 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 2,487 | 120 | 0.01% | — | 725 | +2,487 | New | Q1 2026 | May 15, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 2,429 | 117 | 0.01% | 0.01% | 726 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 2,400 | 116 | 0.01% | 0.01% | 727 | -181 | -7.01% | Q1 2026 | May 07, 2026 |
| Aspect Partners, LLC | History | No change | 2,244 | 108 | 0.04% | 0.05% | 728 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| CNB Bank | History | No change | 2,176 | 105 | 0.04% | 0.04% | 729 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 2,127 | 103 | 0.02% | 0.01% | 730 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| JDM Financial Group LLC | History | No change | 1,898 | 91 | 0.04% | 0.03% | 731 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Wall Street Financial Group, Inc. | History | New | 1,863 | 90 | 0.05% | — | 733 | +1,863 | New | Q1 2026 | May 05, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 1,867 | 90 | 0.01% | 0.01% | 732 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Motiv8 Investments LLC | History | No change | 1,885 | 88 | 0.05% | 0.05% | 734 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Asset Dedication, LLC | History | Added to | 1,743 | 84 | 0.01% | 0.01% | 735 | +6 | 0.35% | Q1 2026 | May 29, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,537 | 74 | 0.0% | 0.0% | 736 | -64 | -4.0% | Q1 2026 | May 13, 2026 |
| Coston, McIsaac & Partners | History | Added to | 1,454 | 70 | 0.02% | 0.02% | 737 | +5 | 0.35% | Q1 2026 | Apr 22, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 1,403 | 67 | 0.01% | 0.01% | 738 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,376 | 66 | 0.0% | 0.0% | 739 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,352 | 65 | 0.0% | — | 742 | +1,352 | New | Q1 2026 | May 07, 2026 |
| BESSEMER GROUP INC | History | No change | 1,344 | 65 | 0.0% | 0.0% | 740 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Retirement Wealth Solutions LLC | History | No change | 1,343 | 65 | 0.04% | 0.04% | 741 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| McIlrath & Eck, LLC | History | No change | 1,285 | 62 | 0.0% | 0.01% | 743 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,275 | 61 | 0.01% | 0.01% | 744 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,231 | 59 | 0.0% | 0.0% | 745 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ST GERMAIN D J CO INC | History | No change | 1,212 | 58 | 0.0% | 0.0% | 746 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,194 | 57 | 0.0% | 0.0% | 747 | +1 | 0.08% | Q1 2026 | Apr 13, 2026 |
| Arax Advisory Partners | History | No change | 1,142 | 55 | 0.0% | 0.0% | 748 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,061 | 51 | 0.02% | 0.01% | 749 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Community Financial Services Group, LLC | History | New | 1,024 | 49 | 0.01% | — | 751 | +1,024 | New | Q1 2026 | Apr 08, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 1,019 | 49 | 0.01% | 0.01% | 750 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 1,000 | 48 | 0.01% | 0.01% | 752 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| VANGUARD ADVISERS INC | History | New | 965 | 46 | 0.0% | — | 755 | +965 | New | Q1 2026 | May 08, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 955 | 46 | 0.01% | — | 754 | +955 | New | Q1 2026 | Apr 13, 2026 |
| Investors Research Corp | History | No change | 954 | 46 | 0.01% | 0.01% | 753 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| SYM FINANCIAL Corp | History | No change | 894 | 43 | 0.0% | 0.0% | 756 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| City State Bank | History | No change | 744 | 36 | 0.01% | 0.01% | 757 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Synergy Investment Management, LLC | History | New | 719 | 34 | 0.01% | — | 758 | +719 | New | Q1 2026 | May 14, 2026 |
| Hughes Financial Services, LLC | History | New | 693 | 33 | 0.01% | — | 759 | +693 | New | Q1 2026 | Apr 29, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 673 | 32 | 0.0% | — | 760 | +673 | New | Q1 2026 | Apr 27, 2026 |
| Gleason Group, Inc. | History | Added to | 627 | 30 | 0.0% | 0.0% | 761 | +3 | 0.48% | Q1 2026 | May 04, 2026 |
| Paladin Advisory Group, LLC | History | No change | 621 | 30 | 0.02% | 0.02% | 762 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 498 | 24 | 0.01% | — | 763 | +498 | New | Q1 2026 | Apr 06, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 478 | 23 | 0.01% | — | 765 | +478 | New | Q1 2026 | May 08, 2026 |
| ALERUS FINANCIAL NA | History | No change | 485 | 23 | 0.0% | 0.0% | 764 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IAG Wealth Partners, LLC | History | No change | 456 | 22 | 0.0% | 0.0% | 766 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| STEPH & CO | History | No change | 446 | 21 | 0.01% | 0.01% | 767 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 448 | 21 | 0.01% | 0.01% | 768 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Archer Investment Corp | History | Reduced | 418 | 20 | 0.0% | 0.01% | 769 | -100 | -19.31% | Q1 2026 | May 04, 2026 |
| Truvestments Capital LLC | History | Added to | 373 | 18 | 0.0% | 0.0% | 771 | +1 | 0.27% | Q1 2026 | May 13, 2026 |
| Glassman Wealth Services | History | No change | 388 | 18 | 0.0% | 0.0% | 770 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 366 | 17 | 0.01% | 0.01% | 772 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Johnson Financial Group, Inc. | History | New | 343 | 16 | 0.0% | — | 774 | +343 | New | Q1 2026 | May 07, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 350 | 16 | 0.0% | 0.0% | 773 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 211 | 10 | 0.0% | 0.0% | 775 | -2,684 | -92.71% | Q1 2026 | Apr 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 221 | 10 | 0.0% | 0.0% | 776 | +18 | 8.87% | Q1 2026 | Apr 23, 2026 |
| IFG Advisory, LLC | History | Reduced | 205 | 9 | 0.03% | 0.05% | 777 | -26,782 | -99.24% | Q1 2026 | May 12, 2026 |
| Strive Financial Group ,LLC | History | No change | 155 | 8 | 0.0% | 0.0% | 778 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 110 | 5 | 0.0% | 0.0% | 779 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TSFG, LLC | History | No change | 80 | 4 | 0.0% | 0.0% | 780 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 781 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| McMill Wealth Management | History | Closed out | 0 | 0 | — | 4.61% | — | -352,175 | -100.0% | Q1 2026 | May 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.01% | — | -79,399 | -100.0% | Q1 2026 | May 12, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -25,118 | -100.0% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,416 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,425 | -100.0% | Q1 2026 | May 12, 2026 |
| SVB WEALTH LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,749 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -8,060 | -100.0% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,780 | -100.0% | Q1 2026 | May 11, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,689 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Capital Planning Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,738 | -100.0% | Q1 2026 | May 14, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,894 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Jackson Hole Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,783 | -100.0% | Q1 2026 | May 08, 2026 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -649 | -100.0% | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -584 | -100.0% | Q1 2026 | May 07, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q1 2026 | May 14, 2026 |