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 |
| UBS Group AG | History | Added to | 410,867 | 19,910 | 0.0% | 0.0% | 96 | +33,006 | 8.73% | Q1 2026 | May 05, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 405,795 | 19,664 | 7.9% | 8.12% | 97 | -20,786 | -4.87% | Q1 2026 | Apr 20, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Reduced | 394,038 | 19,095 | 5.71% | 5.68% | 98 | -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% | 99 | -26,149 | -6.34% | Q1 2026 | May 14, 2026 |
| Grunden Financial Advisory, Inc. | History | No change | 397,270 | 18,508 | 7.23% | 7.23% | 100 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 371,306 | 17,993 | 0.7% | 0.69% | 101 | +13,284 | 3.71% | Q1 2026 | May 07, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Reduced | 365,388 | 17,706 | 5.92% | 6.01% | 102 | -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% | 103 | +28,909 | 8.9% | Q1 2026 | Apr 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 339,017 | 16,428 | 0.03% | 0.03% | 104 | +71,403 | 26.68% | Q1 2026 | May 15, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Reduced | 335,593 | 16,262 | 1.66% | 1.72% | 105 | -1,597 | -0.47% | Q1 2026 | Apr 30, 2026 |
| Pillar Financial Advisors, LLC | History | Reduced | 333,437 | 16,158 | 9.44% | 9.53% | 106 | -5,811 | -1.71% | Q1 2026 | May 07, 2026 |
| Ruedi Wealth Management, Inc. | History | Reduced | 329,582 | 15,971 | 4.11% | 4.07% | 107 | -3,783 | -1.13% | Q1 2026 | May 01, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 326,638 | 15,828 | 2.6% | 2.53% | 108 | -4,518 | -1.36% | Q1 2026 | Apr 29, 2026 |
| Spire Wealth Management | History | Added to | 325,948 | 15,795 | 0.54% | 0.5% | 109 | +6,611 | 2.07% | Q1 2026 | Apr 22, 2026 |
| Navigoe, LLC | History | Added to | 321,287 | 15,569 | 9.19% | 9.15% | 110 | +3,205 | 1.01% | Q1 2026 | May 01, 2026 |
| Savvy Advisors, Inc. | History | Added to | 320,173 | 15,515 | 0.41% | 0.45% | 111 | +23,434 | 7.9% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 319,918 | 15,503 | 0.49% | 0.5% | 112 | -1,465 | -0.46% | Q1 2026 | May 15, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 317,935 | 15,407 | 1.47% | 1.46% | 113 | -6,260 | -1.93% | Q1 2026 | May 13, 2026 |
| PINNEY & SCOFIELD, INC. | History | Reduced | 317,449 | 15,383 | 8.3% | 8.45% | 114 | -2,050 | -0.64% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 315,939 | 15,310 | 0.15% | 0.15% | 115 | -12,358 | -3.76% | Q1 2026 | May 08, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 314,421 | 15,236 | 0.29% | 0.27% | 116 | +8,780 | 2.87% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 318,534 | 15,133 | 0.0% | 0.0% | 117 | +10,962 | 3.56% | Q1 2026 | May 13, 2026 |
| Summit Wealth Group, LLC | History | Added to | 311,177 | 15,079 | 3.46% | 3.27% | 118 | +10,350 | 3.44% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 299,195 | 14,499 | 0.02% | 0.02% | 119 | -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% | 120 | +2,728 | 0.92% | Q1 2026 | Apr 24, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 294,450 | 14,269 | 1.17% | 1.16% | 121 | -5,269 | -1.76% | Q1 2026 | May 06, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 292,661 | 14,182 | 0.45% | 0.43% | 122 | +7,174 | 2.51% | Q1 2026 | Apr 08, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | Reduced | 292,336 | 14,166 | 12.6% | 12.85% | 123 | -1,922 | -0.65% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 287,126 | 13,914 | 0.0% | 0.0% | 124 | -3,073 | -1.06% | Q1 2026 | May 15, 2026 |
| Sterling Wealth Management, Inc. | History | Reduced | 285,040 | 13,813 | 3.79% | 3.81% | 125 | -1,926 | -0.67% | Q1 2026 | May 13, 2026 |
| BIP Wealth, LLC | History | Reduced | 282,450 | 13,687 | 0.56% | 0.47% | 126 | -3,585 | -1.25% | Q1 2026 | Apr 27, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 257,917 | 13,574 | 0.81% | 0.82% | 127 | +335 | 0.13% | Q1 2026 | May 14, 2026 |
| Altiora Financial Group, LLC | History | Added to | 279,484 | 13,543 | 2.23% | 2.24% | 128 | +691 | 0.25% | Q1 2026 | May 08, 2026 |
| New Dimensions Wealth Management, LLC | History | Reduced | 277,530 | 13,449 | 11.44% | 11.12% | 129 | -1,509 | -0.54% | Q1 2026 | May 14, 2026 |
| Addison Advisors LLC | History | Reduced | 273,612 | 13,259 | 2.93% | 2.88% | 130 | -1,402 | -0.51% | Q1 2026 | May 08, 2026 |
| Frankly Finances, LLC | History | Added to | 268,240 | 12,998 | 11.76% | 11.74% | 131 | +2,410 | 0.91% | Q1 2026 | Apr 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 262,120 | 12,702 | 0.0% | 0.0% | 132 | +15,715 | 6.38% | Q1 2026 | May 11, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 260,431 | 12,620 | 7.54% | 7.18% | 133 | +1,298 | 0.5% | Q1 2026 | Apr 15, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 258,255 | 12,515 | 6.11% | 5.94% | 134 | -2,479 | -0.95% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 257,029 | 12,455 | 0.05% | 0.04% | 135 | +24,605 | 10.59% | Q1 2026 | Apr 30, 2026 |
| SB Capital Management Inc | History | No change | 264,597 | 12,327 | 4.52% | 4.52% | 136 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 249,589 | 12,091 | 5.68% | 6.08% | 137 | +4,511 | 1.84% | Q1 2026 | Apr 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 243,493 | 11,799 | 0.0% | 0.0% | 138 | +215,925 | 783.25% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 241,099 | 11,683 | 0.06% | 0.06% | 139 | -18,682 | -7.19% | Q1 2026 | May 14, 2026 |
| Burk Holdings LLC | History | Added to | 227,189 | 11,009 | 4.72% | 4.82% | 140 | +10,182 | 4.69% | Q1 2026 | May 07, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 227,057 | 11,003 | 4.71% | 4.65% | 141 | -7,416 | -3.16% | Q1 2026 | May 15, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 221,461 | 10,731 | 1.32% | 1.3% | 142 | -7,849 | -3.42% | Q1 2026 | Apr 10, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 218,920 | 10,608 | 7.15% | 7.16% | 143 | -5,196 | -2.32% | Q1 2026 | Apr 16, 2026 |
| Capstone Wealth Management, LLC | History | Reduced | 212,076 | 10,277 | 7.17% | 7.25% | 144 | -1,217 | -0.57% | Q1 2026 | Apr 16, 2026 |
| Compound Planning, Inc. | History | Added to | 208,319 | 10,095 | 0.31% | 0.25% | 145 | +22,815 | 12.3% | Q1 2026 | May 14, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 205,269 | 9,947 | 1.38% | 1.38% | 146 | -4,440 | -2.12% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 204,894 | 9,929 | 0.98% | 1.2% | 147 | +44 | 0.02% | Q1 2026 | Apr 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 205,233 | 9,805 | 0.0% | 0.01% | 148 | +7,835 | 3.97% | Q1 2026 | May 15, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Reduced | 200,932 | 9,737 | 7.29% | 5.34% | 149 | -3,529 | -1.73% | Q1 2026 | Apr 14, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 199,911 | 9,687 | 0.59% | 0.58% | 150 | -3,890 | -1.91% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Reduced | 194,802 | 9,440 | 0.05% | 0.05% | 151 | -1,916 | -0.97% | Q1 2026 | May 15, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 194,554 | 9,428 | 3.69% | 3.65% | 152 | -2,214 | -1.13% | Q1 2026 | Apr 20, 2026 |
| Level Financial Advisors | History | Reduced | 193,167 | 9,360 | 2.39% | 2.4% | 153 | -1,694 | -0.87% | Q1 2026 | Apr 10, 2026 |
| Visionary Wealth Advisors | History | Added to | 191,693 | 9,289 | 0.41% | 0.4% | 154 | +1,476 | 0.78% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 188,727 | 9,145 | 0.28% | 0.31% | 155 | +8,359 | 4.63% | Q1 2026 | May 15, 2026 |
| Walsh & Associates, LLC | History | Added to | 187,026 | 9,063 | 8.99% | 8.32% | 156 | +5,919 | 3.27% | Q1 2026 | May 15, 2026 |
| Werba Rubin Papier Wealth Management | History | Reduced | 184,971 | 8,963 | 1.25% | 2.36% | 157 | -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% | 158 | +5,204 | 2.9% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 180,199 | 8,732 | 0.01% | 0.01% | 159 | +26,644 | 17.35% | Q1 2026 | Apr 27, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 178,351 | 8,642 | 0.07% | 0.07% | 160 | -14,302 | -7.42% | Q1 2026 | May 01, 2026 |
| Strathmore Capital Advisors, Inc. | History | Reduced | 168,130 | 8,598 | 2.43% | 2.57% | 161 | -146 | -0.09% | Q1 2026 | Apr 27, 2026 |
| Financial Harvest, LLC | History | Reduced | 174,932 | 8,477 | 4.99% | 5.18% | 162 | -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% | 163 | +6,272 | 3.79% | Q1 2026 | Apr 10, 2026 |
| Belleair Asset Management, LLC | History | No change | 168,153 | 8,148 | 7.43% | 7.46% | 164 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Added to | 167,038 | 8,094 | 0.02% | 0.02% | 165 | +1,034 | 0.62% | Q1 2026 | May 14, 2026 |
| TruNorth Capital Management, LLC | History | Added to | 163,527 | 7,924 | 1.52% | 1.45% | 166 | +11 | 0.01% | Q1 2026 | Apr 22, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 162,925 | 7,895 | 3.54% | 3.36% | 167 | +11 | 0.01% | Q1 2026 | May 15, 2026 |
| Seneschal Advisors, LLC | History | Added to | 162,247 | 7,862 | 5.84% | 5.54% | 168 | +628 | 0.39% | Q1 2026 | May 08, 2026 |
| Sprinkle Financial Consultants LLC | History | Reduced | 157,001 | 7,608 | 3.51% | 3.94% | 169 | -9,537 | -5.73% | Q1 2026 | Apr 16, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 154,713 | 7,497 | 0.23% | 0.24% | 170 | -5,640 | -3.52% | Q1 2026 | Apr 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 152,003 | 7,366 | 0.41% | 0.4% | 171 | -1,634 | -1.06% | Q1 2026 | Apr 20, 2026 |
| Lutz Financial Services LLC | History | Reduced | 150,558 | 7,296 | 0.49% | 0.48% | 172 | -1,457 | -0.96% | Q1 2026 | May 04, 2026 |
| Summit Portfolio Management, LTD. | History | New | 146,929 | 7,120 | 4.58% | — | 173 | +146,929 | New | Q1 2026 | Apr 30, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 142,951 | 6,927 | 2.61% | 2.6% | 174 | -3,022 | -2.07% | Q1 2026 | May 11, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 141,417 | 6,853 | 2.57% | 2.17% | 175 | +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% | 176 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Reduced | 138,441 | 6,708 | 3.31% | 3.28% | 177 | -3,428 | -2.42% | Q1 2026 | Apr 30, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 135,865 | 6,584 | 0.99% | 1.01% | 178 | -1,427 | -1.04% | Q1 2026 | Apr 14, 2026 |
| Aegis Wealth Management LLC | History | Reduced | 135,837 | 6,582 | 3.76% | 3.87% | 179 | -11,220 | -7.63% | Q1 2026 | Apr 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 135,622 | 6,572 | 0.01% | 0.01% | 180 | -182 | -0.13% | Q1 2026 | May 14, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 135,411 | 6,562 | 0.6% | 0.57% | 181 | +10,781 | 8.65% | Q1 2026 | Apr 24, 2026 |
| Shearwater Capital LLC | History | Reduced | 133,062 | 6,448 | 3.38% | 3.59% | 182 | -1,290 | -0.96% | Q1 2026 | Apr 09, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 131,624 | 6,378 | 1.69% | 1.69% | 183 | -1,198 | -0.9% | Q1 2026 | May 05, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 130,123 | 6,305 | 1.52% | 1.46% | 184 | -489 | -0.37% | Q1 2026 | May 01, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 129,946 | 6,297 | 1.33% | 1.29% | 185 | -913 | -0.7% | Q1 2026 | May 05, 2026 |
| LAM GROUP, INC. | History | Reduced | 129,431 | 6,272 | 3.45% | 3.48% | 186 | -954 | -0.73% | Q1 2026 | Apr 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 128,383 | 6,221 | 0.0% | 0.0% | 187 | +21,438 | 20.05% | Q1 2026 | May 07, 2026 |
| HUB Investment Partners, LLC | History | Added to | 127,631 | 6,184 | 0.15% | 0.01% | 188 | +122,428 | 2353.03% | Q1 2026 | May 15, 2026 |
| GEM Asset Management, LLC | History | Added to | 127,468 | 6,177 | 2.73% | 2.67% | 189 | +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% | 190 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 127,074 | 6,158 | 2.3% | 2.28% | 191 | -3,357 | -2.57% | Q1 2026 | Apr 13, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 125,919 | 6,102 | 1.58% | 1.57% | 192 | -4,530 | -3.47% | Q1 2026 | Apr 15, 2026 |
| Annandale Capital, LLC | History | Reduced | 125,209 | 6,068 | 0.86% | 0.7% | 193 | -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% | 194 | +1,417 | 1.15% | Q1 2026 | Apr 30, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 124,098 | 6,013 | 0.36% | 0.35% | 195 | -256 | -0.21% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 123,526 | 5,986 | 0.0% | 0.0% | 196 | +16,472 | 15.39% | Q1 2026 | May 15, 2026 |
| WNY Asset Management, LLC | History | New | 122,439 | 5,933 | 0.61% | — | 197 | +122,439 | New | Q1 2026 | May 22, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 118,388 | 5,737 | 0.03% | 0.02% | 198 | -11,600 | -8.92% | Q1 2026 | Apr 29, 2026 |
| Merit Financial Group, LLC | History | Added to | 117,682 | 5,702 | 0.04% | 0.01% | 199 | +87,437 | 289.1% | Q1 2026 | Apr 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 117,609 | 5,699 | 0.0% | 0.0% | 200 | -7,108 | -5.7% | Q1 2026 | May 15, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Added to | 117,257 | 5,682 | 5.44% | 5.24% | 201 | +2,917 | 2.55% | Q1 2026 | Apr 21, 2026 |
| PFG Advisors | History | Added to | 116,621 | 5,651 | 0.28% | 0.25% | 202 | +7,233 | 6.61% | Q1 2026 | May 05, 2026 |
| Sollinda Capital Management LLC | History | Added to | 113,730 | 5,511 | 1.34% | 1.24% | 203 | +9,596 | 9.22% | Q1 2026 | Apr 30, 2026 |
| AG Asset Advisory, LLC | History | Added to | 113,137 | 5,482 | 4.55% | 4.08% | 204 | +10,906 | 10.67% | Q1 2026 | Apr 29, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 113,007 | 5,476 | 0.31% | 0.32% | 205 | -2,547 | -2.2% | Q1 2026 | Apr 30, 2026 |
| Evensky & Katz LLC | History | Reduced | 110,033 | 5,332 | 0.3% | 0.3% | 206 | -5,414 | -4.69% | Q1 2026 | Apr 22, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Reduced | 110,017 | 5,331 | 5.48% | 5.88% | 207 | -940 | -0.85% | Q1 2026 | May 04, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 108,407 | 5,253 | 4.69% | — | 208 | +108,407 | New | Q1 2026 | May 07, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 112,065 | 5,221 | 1.53% | 1.53% | 209 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 107,689 | 5,218 | 0.06% | 0.06% | 210 | -1,140 | -1.05% | Q1 2026 | Apr 28, 2026 |
| FMB WEALTH MANAGEMENT | History | Reduced | 105,699 | 5,122 | 2.12% | 1.96% | 211 | -849 | -0.8% | Q1 2026 | Apr 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 105,257 | 5,099 | 0.03% | 0.03% | 212 | +40 | 0.04% | Q1 2026 | May 15, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 101,158 | 4,902 | 3.67% | 3.4% | 213 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 93,113 | 4,877 | 2.14% | 2.02% | 214 | +3,542 | 3.95% | Q1 2026 | May 11, 2026 |
| Vannoy Advisory Group, Inc. | History | Reduced | 100,205 | 4,855 | 3.07% | 2.98% | 215 | -608 | -0.6% | Q1 2026 | Apr 22, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 99,486 | 4,821 | 0.16% | 0.15% | 216 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 99,429 | 4,818 | 0.01% | 0.01% | 217 | +14,587 | 17.19% | Q1 2026 | May 14, 2026 |
| Investment Advisory Group, LLC | History | No change | 98,192 | 4,758 | 1.21% | 1.18% | 218 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Verdence Capital Advisors LLC | History | No change | 98,091 | 4,753 | 0.28% | 0.27% | 219 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Arkadios Wealth Advisors | History | Added to | 97,740 | 4,736 | 0.08% | 0.02% | 220 | +73,260 | 299.26% | Q1 2026 | May 18, 2026 |
| SwitchPoint Financial Planning, LLC | History | Reduced | 97,085 | 4,704 | 3.19% | 3.2% | 221 | -891 | -0.91% | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 96,216 | 4,662 | 0.01% | 0.01% | 222 | -1,277 | -1.31% | Q1 2026 | May 14, 2026 |
| Summit Financial Strategies, Inc. | History | Reduced | 95,351 | 4,620 | 0.36% | 0.37% | 223 | -1,207 | -1.25% | Q1 2026 | May 01, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 93,944 | 4,552 | 2.14% | 2.18% | 224 | +257 | 0.27% | Q1 2026 | Apr 14, 2026 |
| McCartney Wealth Management LLC | History | Reduced | 91,894 | 4,453 | 3.75% | 3.8% | 225 | -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% | 226 | +5,013 | 5.94% | Q1 2026 | May 12, 2026 |
| Pacific Asset Management, LLC | History | Reduced | 87,142 | 4,222 | 2.36% | 2.51% | 227 | -2,451 | -2.74% | Q1 2026 | May 01, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 84,470 | 4,093 | 0.02% | — | 228 | +84,470 | New | Q1 2026 | May 12, 2026 |
| Intelligent Financial Strategies | History | Reduced | 83,718 | 4,056 | 2.11% | 2.39% | 229 | -23,004 | -21.56% | Q1 2026 | Apr 28, 2026 |
| BluePrint Investing LLC | History | Reduced | 81,871 | 3,967 | 3.16% | 3.16% | 230 | -3,371 | -3.95% | Q1 2026 | Apr 22, 2026 |
| Tumwater Wealth Management, LLC | History | Reduced | 81,230 | 3,936 | 1.58% | 1.59% | 231 | -2,772 | -3.3% | Q1 2026 | Apr 20, 2026 |
| 55 North Private Wealth, LLC | History | Reduced | 78,644 | 3,811 | 0.98% | 0.97% | 232 | -24 | -0.03% | Q1 2026 | Apr 17, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 77,890 | 3,774 | 2.01% | 1.95% | 233 | +2,035 | 2.68% | Q1 2026 | Apr 24, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 76,969 | 3,729 | 2.97% | 2.86% | 234 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Embree Financial Group | History | Reduced | 75,707 | 3,668 | 0.43% | 0.55% | 235 | -20,376 | -21.21% | Q1 2026 | Apr 23, 2026 |
| TAGStone Capital, Inc. | History | Added to | 75,408 | 3,654 | 1.29% | 0.9% | 236 | +23,682 | 45.78% | Q1 2026 | May 11, 2026 |
| Kilner Capital Advisors, LLC | History | Reduced | 75,270 | 3,647 | 3.49% | 3.5% | 237 | -3,395 | -4.32% | Q1 2026 | May 11, 2026 |
| WASHINGTON TRUST Co | History | No change | 75,104 | 3,639 | 0.12% | 0.11% | 238 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Aspen Capital Management, LLC | History | Added to | 73,758 | 3,574 | 0.88% | 0.85% | 239 | +92 | 0.12% | Q1 2026 | Apr 17, 2026 |
| Vistica Wealth Advisors, LLC | History | Reduced | 72,272 | 3,502 | 3.49% | 3.79% | 240 | -9,419 | -11.53% | Q1 2026 | Apr 23, 2026 |
| Cloud Capital Management, LLC | History | Added to | 71,760 | 3,476 | 1.52% | 1.04% | 241 | +24,511 | 51.88% | Q1 2026 | May 12, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 71,660 | 3,472 | 0.02% | 0.02% | 242 | -492 | -0.68% | Q1 2026 | May 05, 2026 |
| Wealth Advisors Northwest LLC | History | Reduced | 70,879 | 3,434 | 1.44% | 1.47% | 243 | -394 | -0.55% | Q1 2026 | Apr 08, 2026 |
| Prospera Financial Services Inc | History | Added to | 70,571 | 3,419 | 0.06% | 0.05% | 244 | +1,169 | 1.68% | Q1 2026 | Apr 14, 2026 |
| Generations Wealth, LLC | History | Added to | 68,873 | 3,337 | 3.24% | 3.16% | 245 | +2,606 | 3.93% | Q1 2026 | May 05, 2026 |
| Platform Wealth Management, LLC | History | No change | 71,276 | 3,320 | 0.88% | 0.88% | 246 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Zhang Financial LLC | History | Reduced | 68,010 | 3,295 | 0.11% | 0.12% | 247 | -2,006 | -2.87% | Q1 2026 | May 06, 2026 |
| BWM Planning, LLC | History | No change | 67,707 | 3,281 | 0.87% | 0.84% | 248 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Navigate Wealth Management, LLC | History | New | 63,383 | 3,224 | 2.26% | — | 249 | +63,383 | New | Q1 2026 | Apr 27, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 66,219 | 3,208 | 0.03% | 0.04% | 250 | -8,329 | -11.17% | Q1 2026 | May 06, 2026 |
| Disciplined Investments, LLC | History | Reduced | 65,552 | 3,176 | 1.14% | 1.18% | 251 | -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% | 252 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 64,999 | 3,149 | 0.01% | 0.01% | 253 | +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% | 254 | +599 | 0.93% | Q1 2026 | Apr 23, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | Reduced | 62,339 | 3,020 | 1.73% | 1.69% | 255 | -596 | -0.95% | Q1 2026 | Apr 10, 2026 |
| Woodside Wealth Management LLC | History | Reduced | 62,321 | 3,020 | 2.36% | 2.18% | 256 | -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% | 257 | +1 | 0.0% | Q1 2026 | May 05, 2026 |
| Westmount Partners, LLC | History | No change | 60,240 | 2,919 | 0.72% | 0.7% | 258 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 59,238 | 2,870 | 0.01% | 0.01% | 259 | -37,067 | -38.49% | Q1 2026 | May 04, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 59,185 | 2,868 | 1.34% | 1.35% | 260 | +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% | 261 | +6 | 0.01% | Q1 2026 | Apr 28, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 58,343 | 2,827 | 0.4% | 0.4% | 262 | -3,938 | -6.32% | Q1 2026 | Apr 15, 2026 |
| Clark Asset Management, LLC | History | Added to | 58,170 | 2,818 | 0.26% | 0.27% | 263 | +3,329 | 6.07% | Q1 2026 | Apr 16, 2026 |
| Triumph Capital Management | History | Added to | 57,393 | 2,781 | 0.57% | 0.56% | 264 | +1,814 | 3.26% | Q1 2026 | May 13, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Added to | 57,039 | 2,764 | 2.18% | 2.06% | 265 | +842 | 1.5% | Q1 2026 | Apr 16, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 56,732 | 2,749 | 1.58% | 1.64% | 266 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 55,459 | 2,687 | 0.51% | 0.53% | 267 | -257 | -0.46% | Q1 2026 | Apr 20, 2026 |
| Family CFO Inc | History | No change | 55,422 | 2,685 | 1.2% | 1.15% | 268 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 54,749 | 2,653 | 0.02% | 0.02% | 269 | -67 | -0.12% | Q1 2026 | May 11, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 53,781 | 2,606 | 0.92% | 0.92% | 270 | -567 | -1.04% | Q1 2026 | Apr 21, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 53,470 | 2,591 | 0.19% | 0.18% | 271 | +203 | 0.38% | Q1 2026 | May 05, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 53,306 | 2,583 | 0.71% | 0.62% | 272 | +3,035 | 6.04% | Q1 2026 | May 12, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 53,107 | 2,573 | 0.29% | 0.28% | 273 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 52,714 | 2,554 | 0.0% | 0.0% | 274 | +3,440 | 6.98% | Q1 2026 | May 08, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 51,910 | 2,515 | 0.36% | 0.37% | 275 | +187 | 0.36% | Q1 2026 | May 11, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 51,119 | 2,477 | 0.06% | 0.06% | 276 | -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% | 277 | +165 | 0.35% | Q1 2026 | May 04, 2026 |
| Curi Capital, LLC | History | Reduced | 49,677 | 2,407 | 0.04% | 0.04% | 278 | -1,718 | -3.34% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 48,777 | 2,363 | 0.01% | 0.01% | 279 | +3,642 | 8.07% | Q1 2026 | May 08, 2026 |
| Quadrature Capital Ltd | History | New | 47,631 | 2,308 | 0.03% | — | 280 | +47,631 | New | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 47,429 | 2,298 | 0.01% | 0.01% | 281 | +40 | 0.08% | Q1 2026 | May 14, 2026 |
| 25 LLC | History | Added to | 46,410 | 2,249 | 0.69% | 0.68% | 282 | +96 | 0.21% | Q1 2026 | Apr 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 47,608 | 2,218 | 0.04% | 0.04% | 283 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | Added to | 45,732 | 2,216 | 0.03% | 0.02% | 284 | +617 | 1.37% | Q1 2026 | Apr 20, 2026 |
| Kane Co Wealth Management, Inc. | History | Reduced | 45,150 | 2,187 | 1.84% | 1.97% | 285 | -2,804 | -5.85% | Q1 2026 | Apr 21, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 44,320 | 2,147 | 0.6% | 0.56% | 286 | -220 | -0.49% | Q1 2026 | Apr 22, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 43,457 | 2,105 | 0.85% | 0.94% | 287 | -2,658 | -5.76% | Q1 2026 | Apr 30, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 41,065 | 2,091 | 0.14% | 0.25% | 288 | -33,246 | -44.74% | Q1 2026 | Apr 29, 2026 |
| IFP Advisors, Inc | History | Added to | 42,720 | 2,070 | 0.04% | 0.04% | 289 | +8,743 | 25.73% | Q1 2026 | Apr 13, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 42,338 | 2,051 | 0.73% | 0.66% | 290 | +2,384 | 5.97% | Q1 2026 | Apr 22, 2026 |
| CURIO WEALTH, LLC | History | No change | 42,103 | 2,040 | 0.7% | 0.7% | 291 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 41,902 | 2,030 | 0.67% | 0.63% | 292 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Tarbox Family Office, Inc. | History | No change | 41,863 | 2,028 | 0.33% | 0.31% | 293 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Private Advisor Group, LLC | History | Reduced | 41,839 | 2,027 | 0.01% | 0.01% | 294 | -669 | -1.57% | Q1 2026 | Apr 24, 2026 |
| IFG Advisors, LLC | History | No change | 40,523 | 1,963 | 0.32% | 0.31% | 295 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 40,426 | 1,959 | 0.44% | 0.45% | 296 | +4 | 0.01% | Q1 2026 | May 14, 2026 |
| Aurelius Family Office LLC | History | Reduced | 40,093 | 1,942 | 0.84% | 0.89% | 297 | -3,089 | -7.15% | Q1 2026 | Apr 08, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 41,594 | 1,937 | 0.01% | 0.02% | 298 | -6,635 | -13.76% | Q1 2026 | May 15, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 41,177 | 1,918 | 0.12% | 0.12% | 299 | 0 | 0.0% | Q4 2025 | Feb 18, 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 |