Dimensional ETF Trust - DIHP
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 | 32,330,961 | 1,041,703 | 1.54% | 1.46% | 1 | +2,156,936 | 7.15% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 29,096,169 | 937,478 | 4.53% | 4.84% | 2 | +2,201,583 | 8.19% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Added to | 15,524,503 | 509,192 | 0.57% | 0.52% | 3 | +1,026,447 | 7.08% | Q1 2026 | May 14, 2026 |
| Premier Financial Group | History | Added to | 641,693 | 211,076 | 35.94% | 5.25% | 4 | +7,447 | 1.17% | Q1 2026 | May 05, 2026 |
| Forum Financial Management, LP | History | Reduced | 6,257,568 | 201,618 | 2.85% | 2.58% | 5 | -12,272 | -0.2% | Q1 2026 | Apr 23, 2026 |
| Clearstead Advisors, LLC | History | New | 5,528,400 | 178,125 | 1.63% | — | 6 | +5,528,400 | New | Q1 2026 | May 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 5,283,468 | 170,233 | 0.95% | 0.86% | 7 | +402,982 | 8.26% | Q1 2026 | Apr 30, 2026 |
| Kestra Investment Management, LLC | History | Added to | 5,137,263 | 165,522 | 2.85% | 2.07% | 8 | +2,465,884 | 92.31% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,401,869 | 141,828 | 0.04% | 0.04% | 9 | +303,765 | 7.41% | Q1 2026 | May 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 3,146,810 | 101,374 | 1.02% | 1.04% | 10 | +457,271 | 17.0% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,681,909 | 86,411 | 0.03% | 0.03% | 11 | +78,476 | 3.01% | Q1 2026 | May 13, 2026 |
| Clarius Group, LLC | History | No change | 2,724,537 | 86,272 | 4.93% | 4.93% | 12 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 2,396,727 | 77,222 | 4.22% | 4.29% | 13 | +36,266 | 1.54% | Q1 2026 | May 11, 2026 |
| Apella Capital, LLC | History | Added to | 1,999,534 | 68,604 | 1.02% | 0.8% | 14 | +718,964 | 56.14% | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,967,984 | 63,408 | 0.07% | 0.08% | 15 | -326,765 | -14.24% | Q1 2026 | May 05, 2026 |
| Modera Wealth Management, LLC | History | Added to | 1,847,391 | 59,522 | 0.71% | 0.59% | 16 | +224,570 | 13.84% | Q1 2026 | May 06, 2026 |
| Planning Center, Inc. | History | Reduced | 1,827,243 | 58,873 | 5.96% | 6.0% | 17 | -28,836 | -1.55% | Q1 2026 | Apr 28, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Reduced | 1,713,676 | 55,214 | 9.75% | 10.59% | 18 | -12,320 | -0.71% | Q1 2026 | May 14, 2026 |
| Foster Group, Inc. | History | Added to | 1,701,646 | 54,827 | 1.63% | 1.62% | 19 | +4,888 | 0.29% | Q1 2026 | Apr 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 1,388,511 | 44,737 | 0.01% | — | 20 | +1,388,511 | New | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,349,275 | 43,463 | 0.06% | 0.06% | 21 | -25,720 | -1.87% | Q1 2026 | May 15, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 1,335,670 | 43,035 | 2.29% | 2.21% | 22 | +67,861 | 5.35% | Q1 2026 | Apr 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,275,107 | 41,084 | 0.32% | 0.32% | 23 | +73,551 | 6.12% | Q1 2026 | Apr 07, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 1,262,979 | 40,693 | 3.73% | 3.77% | 24 | +22,850 | 1.84% | Q1 2026 | Apr 23, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,236,578 | 39,842 | 4.96% | 5.17% | 25 | +41,428 | 3.47% | Q1 2026 | Apr 21, 2026 |
| High Probability Advisors, LLC | History | Added to | 1,222,521 | 39,389 | 5.04% | 5.06% | 26 | +23,491 | 1.96% | Q1 2026 | Apr 10, 2026 |
| Mariner, LLC | History | Added to | 798,993 | 25,742 | 0.03% | 0.02% | 27 | +144,988 | 22.17% | Q1 2026 | May 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 795,467 | 25,629 | 0.8% | 0.57% | 28 | +220,807 | 38.42% | Q1 2026 | Apr 27, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 703,880 | 23,748 | 5.53% | 5.53% | 29 | +15,172 | 2.2% | Q1 2026 | Apr 10, 2026 |
| Meredith Wealth Planning | History | Added to | 723,499 | 23,311 | 6.32% | 4.61% | 30 | +234,072 | 47.83% | Q1 2026 | Apr 27, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 639,744 | 20,612 | 2.22% | 2.21% | 31 | -3,001 | -0.47% | Q1 2026 | Apr 08, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 544,727 | 18,646 | 1.11% | 1.47% | 32 | -146,279 | -21.17% | Q1 2026 | May 14, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 557,315 | 17,956 | 5.14% | 4.95% | 33 | +19,052 | 3.54% | Q1 2026 | Apr 15, 2026 |
| von Borstel & Associates, Inc. | History | Reduced | 484,718 | 15,617 | 3.57% | 3.66% | 34 | -8,162 | -1.66% | Q1 2026 | May 12, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 478,569 | 15,419 | 2.43% | 2.39% | 35 | -5,970 | -1.23% | Q1 2026 | Apr 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 466,099 | 15,017 | 0.17% | 0.19% | 36 | +19,302 | 4.32% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Added to | 459,116 | 14,792 | 4.1% | 4.14% | 37 | +12,648 | 2.83% | Q1 2026 | Apr 13, 2026 |
| STOLZ & ASSOCIATES, PS | History | Added to | 427,301 | 14,504 | 10.12% | 10.33% | 38 | +4,522 | 1.07% | Q1 2026 | Apr 21, 2026 |
| 25 LLC | History | Added to | 443,285 | 14,282 | 4.4% | 4.22% | 39 | +23,233 | 5.53% | Q1 2026 | Apr 20, 2026 |
| UBS Group AG | History | Added to | 441,138 | 14,213 | 0.0% | 0.0% | 40 | +416,549 | 1694.05% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 439,677 | 14,166 | 0.0% | 0.0% | 41 | +58,317 | 15.29% | Q1 2026 | May 15, 2026 |
| Envision Financial Planning, LLC | History | Added to | 429,029 | 13,823 | 5.0% | 4.95% | 42 | +15,197 | 3.67% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 427,058 | 13,759 | 0.07% | 0.09% | 43 | +35,567 | 9.09% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 410,529 | 13,420 | 0.13% | 0.14% | 44 | -8,116 | -1.94% | Q1 2026 | Apr 07, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 415,439 | 13,385 | 2.41% | 2.4% | 45 | +10,604 | 2.62% | Q1 2026 | May 06, 2026 |
| Grunden Financial Advisory, Inc. | History | No change | 410,432 | 12,996 | 5.08% | 5.08% | 46 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 398,215 | 12,830 | 4.48% | 4.84% | 47 | +10,841 | 2.8% | Q1 2026 | Apr 24, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 397,646 | 12,812 | 1.46% | 1.33% | 48 | +29,634 | 8.05% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 395,597 | 12,746 | 0.05% | 0.0% | 49 | +391,747 | 10175.25% | Q1 2026 | May 14, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Added to | 379,557 | 12,229 | 0.06% | 0.04% | 50 | +84,542 | 28.66% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 367,824 | 11,851 | 0.0% | 0.0% | 51 | +47,390 | 14.79% | Q1 2026 | May 06, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 353,056 | 11,372 | 3.88% | 3.49% | 52 | +47,276 | 15.46% | Q1 2026 | Apr 14, 2026 |
| United Wealth Management, LLC | History | Added to | 341,629 | 11,007 | 2.74% | 2.73% | 53 | +7,725 | 2.31% | Q1 2026 | May 01, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 346,807 | 10,981 | 0.53% | 0.52% | 54 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 336,117 | 10,829 | 1.14% | 0.86% | 55 | +188,900 | 128.31% | Q1 2026 | Apr 17, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 335,452 | 10,808 | 0.21% | 0.24% | 56 | -69,042 | -17.07% | Q1 2026 | May 01, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 329,608 | 10,619 | 1.81% | 1.67% | 57 | +29,483 | 9.82% | Q1 2026 | Apr 15, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 321,433 | 10,356 | 0.11% | — | 58 | +321,433 | New | Q1 2026 | Apr 20, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 314,993 | 10,149 | 1.35% | 1.25% | 59 | +36,215 | 12.99% | Q1 2026 | Apr 13, 2026 |
| Timonier Family Office, LTD. | History | No change | 317,032 | 10,038 | 3.19% | 3.19% | 60 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Efficient Advisors, LLC | History | Reduced | 297,727 | 9,592 | 0.68% | 0.94% | 61 | -209,237 | -41.27% | Q1 2026 | Apr 29, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 289,317 | 9,321 | 2.79% | 2.68% | 62 | +11,394 | 4.1% | Q1 2026 | Apr 10, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 289,259 | 9,319 | 1.23% | 1.21% | 63 | +23,595 | 8.88% | Q1 2026 | May 11, 2026 |
| Oceanside Advisors LLC | History | Added to | 285,133 | 9,186 | 5.24% | 5.27% | 64 | +10,635 | 3.87% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Added to | 277,713 | 8,947 | 0.05% | 0.05% | 65 | +7,006 | 2.59% | Q1 2026 | May 13, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 275,405 | 8,873 | 2.98% | 3.41% | 66 | -31,374 | -10.23% | Q1 2026 | May 05, 2026 |
| Navigoe, LLC | History | Added to | 264,833 | 8,532 | 5.04% | 5.02% | 67 | +8,050 | 3.13% | Q1 2026 | May 01, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 262,612 | 8,461 | 1.8% | 1.74% | 68 | +7,353 | 2.88% | Q1 2026 | Apr 10, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 248,733 | 8,014 | 1.0% | 1.02% | 69 | -587 | -0.24% | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 250,027 | 7,917 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 239,088 | 7,703 | 4.42% | 3.55% | 71 | +23,504 | 10.9% | Q1 2026 | Apr 17, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 237,059 | 7,638 | 0.24% | 0.23% | 72 | +7,759 | 3.38% | Q1 2026 | Apr 08, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 233,550 | 7,524 | 3.4% | 3.03% | 73 | +34,897 | 17.57% | Q1 2026 | Apr 09, 2026 |
| Savvy Advisors, Inc. | History | Added to | 232,295 | 7,484 | 0.2% | 0.2% | 74 | +36,521 | 18.65% | Q1 2026 | May 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 231,603 | 7,462 | 0.28% | 0.26% | 75 | +7,594 | 3.39% | Q1 2026 | May 11, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 223,664 | 7,206 | 4.84% | 4.8% | 76 | +1,000 | 0.45% | Q1 2026 | Apr 16, 2026 |
| Waverly Advisors, LLC | History | Added to | 211,957 | 6,829 | 0.05% | 0.05% | 77 | +3,997 | 1.92% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 210,027 | 6,767 | 0.01% | — | 78 | +210,027 | New | Q1 2026 | May 12, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 209,483 | 6,749 | 1.09% | 0.73% | 79 | +39,351 | 23.13% | Q1 2026 | May 15, 2026 |
| MB Generational Wealth, LLC | History | Added to | 201,920 | 6,505 | 3.6% | 3.38% | 80 | +154 | 0.08% | Q1 2026 | May 04, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 201,154 | 6,481 | 0.1% | 0.12% | 81 | +29,983 | 17.52% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 200,441 | 6,458 | 0.01% | 0.01% | 82 | +978 | 0.49% | Q1 2026 | Apr 27, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 194,569 | 6,269 | 0.94% | 0.88% | 83 | +18,898 | 10.76% | Q1 2026 | Apr 14, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 194,180 | 6,256 | 2.94% | 2.76% | 84 | +19,720 | 11.3% | Q1 2026 | Apr 14, 2026 |
| SB Capital Management Inc | History | No change | 197,080 | 6,240 | 2.29% | 2.29% | 85 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 192,109 | 6,189 | 0.02% | 0.02% | 86 | +50,227 | 35.4% | Q1 2026 | Apr 30, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 190,355 | 6,133 | 0.01% | 0.01% | 87 | -10,879 | -5.41% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 178,931 | 6,019 | 0.13% | 0.14% | 88 | +4,336 | 2.48% | Q1 2026 | May 04, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 177,706 | 5,725 | 2.4% | 2.41% | 89 | +6,290 | 3.67% | Q1 2026 | Apr 08, 2026 |
| Financial Connections Group, Inc. | History | Added to | 177,303 | 5,712 | 1.99% | 1.7% | 90 | +20,896 | 13.36% | Q1 2026 | May 01, 2026 |
| Emprise Bank | History | Added to | 175,941 | 5,668 | 2.28% | 0.89% | 91 | +108,213 | 159.78% | Q1 2026 | Apr 20, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 174,008 | 5,606 | 1.98% | 1.88% | 92 | +10,271 | 6.27% | Q1 2026 | Apr 21, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Added to | 172,103 | 5,545 | 1.88% | 1.91% | 93 | +4,678 | 2.79% | Q1 2026 | Apr 23, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 171,796 | 5,535 | 0.04% | 0.05% | 94 | -14,334 | -7.7% | Q1 2026 | May 01, 2026 |
| Wealth Architects, LLC | History | New | 169,375 | 5,457 | 0.49% | — | 95 | +169,375 | New | Q1 2026 | May 15, 2026 |
| BetterWealth, LLC | History | Reduced | 164,993 | 5,316 | 1.04% | 1.2% | 96 | -1,579 | -0.95% | Q1 2026 | Apr 24, 2026 |
| Composition Wealth, LLC | History | Added to | 164,456 | 5,298 | 0.07% | 0.06% | 97 | +26,836 | 19.5% | Q1 2026 | Apr 08, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 159,287 | 5,132 | 2.94% | 3.06% | 98 | +3,272 | 2.1% | Q1 2026 | Apr 23, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 153,178 | 4,935 | 0.0% | 0.0% | 99 | -13,945 | -8.34% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | New | 153,017 | 4,930 | 0.04% | — | 100 | +153,017 | New | Q1 2026 | Apr 15, 2026 |
| Applied Capital LLC | History | Added to | 152,634 | 4,917 | 1.84% | 1.86% | 101 | +276 | 0.18% | Q1 2026 | Apr 22, 2026 |
| Foundry Financial LLC | History | Added to | 150,374 | 4,845 | 2.05% | 1.94% | 102 | +33,880 | 29.08% | Q1 2026 | Apr 21, 2026 |
| Disciplined Investments, LLC | History | Added to | 144,509 | 4,656 | 1.67% | 1.64% | 103 | +9,623 | 7.13% | Q1 2026 | May 12, 2026 |
| Vestment Financial LLC | History | Added to | 135,343 | 4,633 | 2.18% | 2.19% | 104 | +5,967 | 4.61% | Q1 2026 | May 01, 2026 |
| Waterfront Wealth Inc. | History | Added to | 136,745 | 4,405 | 0.81% | 0.86% | 105 | +1,869 | 1.39% | Q1 2026 | Apr 30, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | Added to | 131,891 | 4,249 | 1.63% | 1.48% | 106 | +10,948 | 9.05% | Q1 2026 | May 15, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 122,630 | 4,133 | 0.37% | 0.21% | 107 | +53,949 | 78.55% | Q1 2026 | Apr 29, 2026 |
| Trailhead Planners LLC | History | Added to | 128,019 | 4,124 | 3.96% | 3.87% | 108 | +3,446 | 2.77% | Q1 2026 | May 06, 2026 |
| TABLEAUX LLC | History | Added to | 124,453 | 4,009 | 1.94% | 1.7% | 109 | +49,283 | 65.56% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 119,607 | 3,853 | 0.01% | 0.01% | 110 | -1,273 | -1.05% | Q1 2026 | May 04, 2026 |
| Evanson Asset Management, LLC | History | Added to | 116,973 | 3,768 | 0.2% | 0.19% | 111 | +3,569 | 3.15% | Q1 2026 | Apr 08, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 115,598 | 3,724 | 0.43% | 0.4% | 112 | +6,704 | 6.16% | Q1 2026 | Apr 15, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 115,905 | 3,670 | 1.08% | 1.08% | 113 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Blue Trust, Inc. | History | Added to | 113,188 | 3,646 | 0.04% | 0.04% | 114 | +8,513 | 8.13% | Q1 2026 | Apr 20, 2026 |
| PFG Advisors | History | Added to | 112,076 | 3,611 | 0.18% | 0.16% | 115 | +7,065 | 6.73% | Q1 2026 | May 05, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 111,509 | 3,592 | 1.94% | 1.84% | 116 | +9,218 | 9.01% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 110,860 | 3,571 | 0.03% | 0.03% | 117 | +11,015 | 11.03% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 112,981 | 3,544 | 0.0% | 0.0% | 118 | -6,967 | -5.81% | Q1 2026 | May 13, 2026 |
| Abel Hall, LLC | History | Reduced | 106,504 | 3,431 | 0.73% | 0.79% | 119 | -430 | -0.4% | Q1 2026 | Apr 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 106,255 | 3,423 | 0.0% | — | 120 | +106,255 | New | Q1 2026 | May 13, 2026 |
| Friday Financial | History | Added to | 104,503 | 3,367 | 1.16% | 1.12% | 121 | +3,873 | 3.85% | Q1 2026 | Apr 16, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 103,001 | 3,318 | 0.61% | 0.54% | 122 | +3,298 | 3.31% | Q1 2026 | May 12, 2026 |
| Tortoise Investment Management, LLC | History | No change | 102,340 | 3,297 | 0.27% | 0.28% | 123 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 102,153 | 3,291 | 0.54% | 0.56% | 124 | -61 | -0.06% | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 101,705 | 3,276 | 0.01% | 0.01% | 125 | +12,448 | 13.95% | Q1 2026 | May 15, 2026 |
| Sanchez Levi Garrett | History | New | 100,800 | 3,247 | 2.04% | — | 126 | +100,800 | New | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | New | 97,760 | 3,149 | 0.0% | — | 127 | +97,760 | New | Q1 2026 | May 15, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Reduced | 94,135 | 3,033 | 2.46% | 2.52% | 128 | -1,563 | -1.63% | Q1 2026 | May 05, 2026 |
| RFG Advisory, LLC | History | Reduced | 93,956 | 3,027 | 0.06% | 0.31% | 129 | -431,791 | -82.13% | Q1 2026 | Apr 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 88,046 | 2,836 | 0.0% | 0.01% | 130 | -73,288 | -45.43% | Q1 2026 | May 15, 2026 |
| Austin Asset Management Co Inc | History | Added to | 87,308 | 2,813 | 0.46% | 0.44% | 131 | +2,392 | 2.82% | Q1 2026 | Apr 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 86,161 | 2,776 | 0.02% | 0.03% | 132 | -28,367 | -24.77% | Q1 2026 | May 13, 2026 |
| HBE Wealth Management, LLC | History | Added to | 85,860 | 2,766 | 2.41% | 2.37% | 133 | +6,270 | 7.88% | Q1 2026 | Apr 28, 2026 |
| CSP Financial Group, LLC | History | New | 84,745 | 2,730 | 2.79% | — | 134 | +84,745 | New | Q1 2026 | May 08, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 83,518 | 2,690 | 2.27% | 2.13% | 135 | +7,329 | 9.62% | Q1 2026 | Apr 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 85,140 | 2,667 | 0.0% | 0.0% | 136 | +13,045 | 18.09% | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | Added to | 82,458 | 2,656 | 1.32% | 1.32% | 137 | +672 | 0.82% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 81,432 | 2,623 | 0.0% | 0.0% | 138 | +11,418 | 16.31% | Q1 2026 | May 14, 2026 |
| Corus Family Wealth Advisors | History | Added to | 80,142 | 2,582 | 2.1% | 1.74% | 139 | +11,087 | 16.06% | Q1 2026 | Apr 28, 2026 |
| Edge Financial Advisors LLC | History | No change | 81,458 | 2,579 | 1.09% | 1.09% | 140 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 79,316 | 2,555 | 1.03% | 0.93% | 141 | +7,263 | 10.08% | Q1 2026 | Apr 20, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 74,616 | 2,404 | 0.38% | 0.42% | 142 | +3,376 | 4.74% | Q1 2026 | Apr 17, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 74,525 | 2,401 | 0.77% | 0.76% | 143 | +5,411 | 7.83% | Q1 2026 | Apr 15, 2026 |
| WorthPointe, LLC | History | Added to | 74,496 | 2,400 | 0.65% | 0.36% | 144 | +31,123 | 71.76% | Q1 2026 | May 12, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 73,194 | 2,358 | 0.5% | 0.4% | 145 | +8,467 | 13.08% | Q1 2026 | Apr 13, 2026 |
| NWAM LLC | History | Added to | 71,163 | 2,292 | 0.13% | 0.12% | 146 | +5,295 | 8.04% | Q1 2026 | May 04, 2026 |
| City State Bank | History | Added to | 70,301 | 2,265 | 0.59% | 0.42% | 147 | +22,045 | 45.68% | Q1 2026 | Apr 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 69,095 | 2,226 | 0.01% | 0.01% | 148 | +4,637 | 7.19% | Q1 2026 | Apr 30, 2026 |
| AA Financial Advisors, LLC | History | New | 68,520 | 2,207 | 0.31% | — | 149 | +68,520 | New | Q1 2026 | Apr 20, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 65,309 | 2,104 | 0.09% | 0.04% | 150 | +38,393 | 142.64% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Added to | 63,602 | 2,049 | 0.0% | 0.0% | 151 | +7,052 | 12.47% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 63,309 | 2,039 | 0.02% | 0.0% | 152 | +56,262 | 798.38% | Q1 2026 | May 15, 2026 |
| Freedom Investment Management, Inc. | History | Added to | 62,821 | 2,024 | 0.6% | 0.58% | 153 | +351 | 0.56% | Q1 2026 | Apr 22, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 61,679 | 1,987 | 0.49% | 0.21% | 154 | +38,933 | 171.16% | Q1 2026 | Apr 13, 2026 |
| E-Wealth Partners, LLC | History | No change | 62,156 | 1,968 | 1.65% | 1.65% | 155 | 0 | 0.0% | Q4 2025 | May 13, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 60,501 | 1,949 | 0.29% | 0.3% | 156 | +47 | 0.08% | Q1 2026 | Apr 22, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 60,386 | 1,945 | 0.67% | 0.62% | 157 | +6,292 | 11.63% | Q1 2026 | Apr 23, 2026 |
| Generations Wealth, LLC | History | Reduced | 60,236 | 1,940 | 1.88% | 1.97% | 158 | -510 | -0.84% | Q1 2026 | May 05, 2026 |
| Sollinda Capital Management LLC | History | Added to | 59,945 | 1,931 | 0.47% | 0.44% | 159 | +4,915 | 8.93% | Q1 2026 | Apr 30, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 57,176 | 1,842 | 0.35% | 0.31% | 160 | +9,171 | 19.1% | Q1 2026 | Apr 24, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 56,922 | 1,834 | 0.06% | 0.07% | 161 | -6,975 | -10.92% | Q1 2026 | May 15, 2026 |
| RAM Investment Partners, LLC | History | Added to | 55,680 | 1,794 | 0.32% | 0.2% | 162 | +20,070 | 56.36% | Q1 2026 | May 04, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 54,291 | 1,749 | 0.51% | 0.43% | 163 | +8,670 | 19.0% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 51,991 | 1,675 | 0.0% | 0.0% | 164 | +19,349 | 59.28% | Q1 2026 | May 15, 2026 |
| McCartney Wealth Management LLC | History | Added to | 51,566 | 1,661 | 1.4% | 1.38% | 165 | +1,012 | 2.0% | Q1 2026 | May 11, 2026 |
| BluePrint Investing LLC | History | Added to | 51,412 | 1,656 | 1.32% | 1.25% | 166 | +1,925 | 3.89% | Q1 2026 | Apr 22, 2026 |
| Strategent Financial, LLC | History | Added to | 49,605 | 1,598 | 1.09% | 0.94% | 167 | +2,459 | 5.22% | Q1 2026 | Apr 20, 2026 |
| BDFS Capital LLC | History | Added to | 48,747 | 1,570 | 0.76% | 0.74% | 168 | +2,627 | 5.7% | Q1 2026 | Apr 15, 2026 |
| Creative Planning | History | Added to | 48,685 | 1,568 | 0.0% | 0.0% | 169 | +20,049 | 70.01% | Q1 2026 | May 12, 2026 |
| Everest Management Corp. | History | Added to | 47,336 | 1,525 | 0.77% | 0.76% | 170 | +4,470 | 10.43% | Q1 2026 | May 06, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 46,127 | 1,486 | 0.08% | 0.07% | 171 | +1,946 | 4.4% | Q1 2026 | May 14, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 45,562 | 1,468 | 0.12% | 0.11% | 172 | -1,718 | -3.63% | Q1 2026 | Apr 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 43,955 | 1,416 | 0.02% | 0.01% | 173 | +7,862 | 21.78% | Q1 2026 | Apr 20, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 43,446 | 1,399 | 0.0% | 0.0% | 174 | -1,198 | -2.68% | Q1 2026 | May 12, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 43,185 | 1,391 | 0.21% | 0.2% | 175 | -262 | -0.6% | Q1 2026 | May 05, 2026 |
| Breakwater Capital Group | History | Added to | 43,046 | 1,386 | 0.19% | 0.19% | 176 | +1,007 | 2.4% | Q1 2026 | Apr 20, 2026 |
| M Holdings Securities, Inc. | History | No change | 42,019 | 1,354 | 0.09% | 0.1% | 177 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Everest Financial Group LLC | History | New | 40,930 | 1,318 | 0.22% | — | 178 | +40,930 | New | Q1 2026 | May 15, 2026 |
| ASPIRIANT, LLC | History | No change | 39,901 | 1,285 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 39,376 | 1,268 | 0.31% | 0.3% | 180 | +246 | 0.63% | Q1 2026 | May 01, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 38,553 | 1,242 | 0.68% | 0.66% | 181 | +634 | 1.67% | Q1 2026 | Apr 22, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Reduced | 37,295 | 1,201 | 0.42% | 0.43% | 182 | -98 | -0.26% | Q1 2026 | Apr 08, 2026 |
| Two West Capital Advisors LLC | History | Added to | 36,061 | 1,188 | 0.63% | 0.65% | 183 | +971 | 2.77% | Q1 2026 | May 04, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 36,552 | 1,177 | 0.72% | 0.71% | 184 | +662 | 1.84% | Q1 2026 | Apr 22, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 36,041 | 1,161 | 0.93% | 0.95% | 185 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 34,482 | 1,111 | 0.02% | 0.01% | 186 | +18,384 | 114.2% | Q1 2026 | Apr 07, 2026 |
| Belleair Asset Management, LLC | History | Added to | 33,815 | 1,089 | 0.99% | 0.9% | 187 | +3,783 | 12.6% | Q1 2026 | Apr 15, 2026 |
| CHOREO, LLC | History | Added to | 31,899 | 1,027 | 0.01% | 0.01% | 188 | +17,841 | 126.91% | Q1 2026 | May 12, 2026 |
| Austin Private Wealth, LLC | History | No change | 32,394 | 1,025 | 0.08% | 0.08% | 189 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 30,604 | 986 | 0.82% | 0.82% | 190 | +535 | 1.78% | Q1 2026 | Apr 14, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 29,263 | 942 | 0.05% | 0.05% | 191 | -38 | -0.13% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 29,208 | 941 | 0.0% | 0.0% | 192 | -950 | -3.15% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 28,758 | 926 | 0.0% | 0.0% | 193 | -1,579 | -5.2% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 27,815 | 896 | 0.03% | — | 194 | +27,815 | New | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 27,528 | 886 | 0.06% | 0.06% | 195 | -20 | -0.07% | Q1 2026 | May 05, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Reduced | 26,681 | 859 | 0.45% | 0.46% | 196 | -125 | -0.47% | Q1 2026 | Apr 20, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 25,868 | 833 | 0.05% | 0.05% | 197 | -2,364 | -8.37% | Q1 2026 | Apr 30, 2026 |
| Daner Wealth Management, LLC | History | Added to | 24,408 | 831 | 0.49% | 0.4% | 198 | +5,551 | 29.44% | Q1 2026 | May 13, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Reduced | 25,550 | 823 | 0.49% | 0.53% | 199 | -2,390 | -8.55% | Q1 2026 | Apr 15, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 25,118 | 809 | 0.09% | 0.11% | 200 | -1,787 | -6.64% | Q1 2026 | Apr 23, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 24,674 | 794 | 0.34% | 0.34% | 201 | -444 | -1.77% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 24,235 | 780 | 0.0% | 0.0% | 202 | +5,691 | 30.69% | Q1 2026 | May 11, 2026 |
| Empire Financial Management Company, LLC | History | Added to | 24,063 | 775 | 0.18% | 0.16% | 203 | +922 | 3.98% | Q1 2026 | May 15, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 23,915 | 770 | 0.36% | 0.35% | 204 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 23,625 | 761 | 0.0% | 0.0% | 205 | -730 | -3.0% | Q1 2026 | Apr 27, 2026 |
| Arkadios Wealth Advisors | History | Added to | 23,390 | 753 | 0.01% | 0.0% | 206 | +16,015 | 217.15% | Q1 2026 | May 18, 2026 |
| SageView Advisory Group, LLC | History | No change | 23,788 | 753 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 22,096 | 711 | 0.26% | 0.27% | 208 | -589 | -2.6% | Q1 2026 | Apr 09, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 21,927 | 694 | 0.23% | 0.23% | 209 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Vantage Point Financial LLC | History | Added to | 20,993 | 676 | 0.24% | 0.22% | 210 | +1,608 | 8.3% | Q1 2026 | May 01, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | Reduced | 20,765 | 669 | 0.53% | 0.52% | 211 | -24 | -0.12% | Q1 2026 | Apr 16, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 20,058 | 646 | 0.4% | 0.33% | 212 | +3,302 | 19.71% | Q1 2026 | Apr 21, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Added to | 19,760 | 636 | 0.65% | 0.71% | 213 | +59 | 0.3% | Q1 2026 | May 04, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 19,645 | 632 | 0.05% | 0.05% | 214 | +9 | 0.05% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 19,144 | 616 | 0.01% | 0.01% | 215 | +22 | 0.12% | Q1 2026 | Apr 22, 2026 |
| Brookstone Capital Management | History | Added to | 18,753 | 604 | 0.01% | 0.0% | 216 | +6,917 | 58.44% | Q1 2026 | Apr 16, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 17,623 | 580 | 0.01% | — | 217 | +17,623 | New | Q1 2026 | May 01, 2026 |
| Balefire, LLC | History | New | 17,632 | 568 | 0.11% | — | 218 | +17,632 | New | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 17,601 | 567 | 0.0% | 0.0% | 219 | +2,869 | 19.47% | Q1 2026 | May 07, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 17,536 | 565 | 0.15% | 0.11% | 220 | +4,374 | 33.23% | Q1 2026 | Apr 22, 2026 |
| Clark Asset Management, LLC | History | New | 17,473 | 562 | 0.05% | — | 221 | +17,473 | New | Q1 2026 | Apr 16, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 16,453 | 530 | 0.26% | 0.2% | 222 | +3,478 | 26.81% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 16,128 | 519 | 0.0% | 0.0% | 223 | +15,571 | 2795.51% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 16,042 | 516 | 0.0% | 0.0% | 224 | +885 | 5.84% | Q1 2026 | May 14, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 15,924 | 513 | 0.04% | — | 225 | +15,924 | New | Q1 2026 | May 14, 2026 |
| Vistica Wealth Advisors, LLC | History | Reduced | 15,345 | 494 | 0.49% | 0.49% | 226 | -265 | -1.7% | Q1 2026 | Apr 23, 2026 |
| XY Planning Network, Inc. | History | Added to | 15,083 | 493 | 0.08% | 0.04% | 227 | +7,851 | 108.56% | Q1 2026 | Apr 14, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 15,289 | 492 | 0.19% | 0.23% | 228 | +397 | 2.67% | Q1 2026 | May 15, 2026 |
| Gemmer Asset Management LLC | History | Added to | 14,087 | 453 | 0.04% | 0.03% | 229 | +3,162 | 28.94% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 181,986 | 449 | 0.02% | 0.03% | 230 | -47,341 | -20.64% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 13,864 | 446 | 0.0% | 0.0% | 231 | +4,187 | 43.27% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 13,756 | 442 | 0.01% | 0.01% | 232 | +2,257 | 19.63% | Q1 2026 | May 11, 2026 |
| Landing Point Financial Group, LLC | History | Added to | 13,742 | 442 | 0.21% | 0.21% | 233 | +255 | 1.89% | Q1 2026 | May 05, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 13,632 | 439 | 0.03% | 0.04% | 234 | +1,925 | 16.44% | Q1 2026 | Apr 16, 2026 |
| Tranquility Partners, LLC | History | Added to | 13,287 | 432 | 0.16% | 0.15% | 235 | +341 | 2.63% | Q1 2026 | Apr 20, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 12,902 | 415 | 0.05% | 0.03% | 236 | +3,716 | 40.45% | Q1 2026 | May 04, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 12,838 | 413 | 0.05% | 0.03% | 237 | +5,973 | 87.01% | Q1 2026 | May 05, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 11,695 | 400 | 0.18% | 0.18% | 238 | +21 | 0.18% | Q1 2026 | May 11, 2026 |
| GEM Asset Management, LLC | History | Reduced | 11,896 | 383 | 0.17% | 0.17% | 239 | -47 | -0.39% | Q1 2026 | Apr 10, 2026 |
| Root Financial Partners, LLC | History | Added to | 11,829 | 381 | 0.02% | 0.0% | 240 | +11,745 | 13982.14% | Q1 2026 | Apr 24, 2026 |
| GTS SECURITIES LLC | History | Reduced | 11,737 | 378 | 0.01% | 0.01% | 241 | -1,620 | -12.13% | Q1 2026 | May 14, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 11,399 | 367 | 0.19% | 0.22% | 242 | -4,359 | -27.66% | Q1 2026 | Apr 21, 2026 |
| Westmount Partners, LLC | History | New | 10,850 | 349 | 0.09% | — | 244 | +10,850 | New | Q1 2026 | Apr 16, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Reduced | 10,861 | 349 | 0.33% | 0.34% | 243 | -114 | -1.04% | Q1 2026 | Apr 21, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 10,820 | 348 | 0.2% | — | 245 | +10,820 | New | Q1 2026 | May 12, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 10,772 | 347 | 0.3% | 0.29% | 246 | +25 | 0.23% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 10,736 | 345 | 0.0% | 0.0% | 247 | +1,100 | 11.42% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 10,589 | 341 | 0.0% | 0.0% | 248 | +400 | 3.93% | Q1 2026 | May 15, 2026 |
| Unison Advisors LLC | History | Added to | 10,568 | 340 | 0.03% | 0.03% | 249 | +36 | 0.34% | Q1 2026 | Apr 28, 2026 |
| Global Trust Asset Management, LLC | History | No change | 10,476 | 337 | 0.13% | 0.13% | 250 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Pasadena Private Wealth, LLC | History | New | 10,249 | 330 | 0.05% | — | 251 | +10,249 | New | Q1 2026 | Apr 22, 2026 |
| Caprock Group, LLC | History | Reduced | 10,237 | 329 | 0.01% | 0.01% | 252 | -115 | -1.11% | Q1 2026 | May 11, 2026 |
| Canvas Wealth Advisors, LLC | History | New | 10,024 | 322 | 0.05% | — | 253 | +10,024 | New | Q1 2026 | Apr 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,868 | 321 | 0.0% | 0.0% | 254 | +1,452 | 17.25% | Q1 2026 | Apr 08, 2026 |
| Aerodigm Wealth, LLC | History | Added to | 9,890 | 318 | 0.12% | 0.12% | 255 | +474 | 5.03% | Q1 2026 | Apr 21, 2026 |
| TCFG Investment Advisors, LLC | History | New | 9,702 | 312 | 0.12% | — | 257 | +9,702 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 9,702 | 312 | 0.12% | 0.12% | 256 | -153 | -1.55% | Q1 2026 | Apr 23, 2026 |
| Global Financial Private Client, LLC | History | New | 9,619 | 309 | 0.1% | — | 258 | +9,619 | New | Q1 2026 | Apr 20, 2026 |
| DOVER ADVISORS, LLC | History | Reduced | 9,450 | 304 | 0.13% | 0.12% | 259 | -379 | -3.86% | Q1 2026 | Apr 08, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 9,340 | 300 | 0.19% | 0.16% | 260 | +1,723 | 22.62% | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 9,290 | 299 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 9,260 | 298 | 0.0% | 0.0% | 262 | -1,653 | -15.15% | Q1 2026 | May 13, 2026 |
| Mattern Wealth Management LLC | History | No change | 9,218 | 297 | 0.06% | 0.06% | 263 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Summit Financial, LLC | History | Added to | 9,121 | 293 | 0.0% | 0.0% | 264 | +2,077 | 29.49% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | New | 8,804 | 283 | 0.01% | — | 265 | +8,804 | New | Q1 2026 | May 13, 2026 |
| Ballast Rock Private Wealth LLC | History | Reduced | 8,669 | 279 | 0.15% | 0.18% | 266 | -361 | -4.0% | Q1 2026 | Apr 16, 2026 |
| Wedmont Private Capital | History | New | 8,225 | 277 | 0.01% | — | 267 | +8,225 | New | Q1 2026 | Apr 09, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 8,544 | 275 | 0.06% | 0.06% | 268 | -1,042 | -10.87% | Q1 2026 | Apr 23, 2026 |
| MATAURO, LLC | History | Added to | 8,465 | 272 | 0.04% | 0.04% | 269 | +34 | 0.4% | Q1 2026 | Apr 22, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 8,361 | 269 | 0.02% | 0.02% | 270 | +415 | 5.22% | Q1 2026 | May 13, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 8,443 | 267 | 0.19% | 0.19% | 271 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 8,284 | 266 | 0.01% | 0.02% | 272 | -11,813 | -58.78% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 8,195 | 264 | 0.0% | 0.0% | 273 | -61,804 | -88.29% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 7,793 | 251 | 0.0% | 0.0% | 274 | +3,256 | 71.77% | Q1 2026 | May 08, 2026 |
| IHT Wealth Management, LLC | History | New | 7,733 | 249 | 0.01% | — | 276 | +7,733 | New | Q1 2026 | May 15, 2026 |
| Quad-Cities Investment Group, LLC | History | Added to | 7,744 | 249 | 0.1% | 0.09% | 275 | +493 | 6.8% | Q1 2026 | Apr 21, 2026 |
| First Financial Group Corp | History | Added to | 7,717 | 248 | 0.2% | 0.21% | 277 | +2 | 0.03% | Q1 2026 | Apr 22, 2026 |
| Compound Planning, Inc. | History | Added to | 7,607 | 245 | 0.01% | 0.01% | 278 | +286 | 3.91% | Q1 2026 | May 14, 2026 |
| Capstone Wealth Management, LLC | History | New | 7,495 | 241 | 0.17% | — | 280 | +7,495 | New | Q1 2026 | Apr 16, 2026 |
| Diversified Trust Co | History | No change | 7,500 | 241 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| AWM CAPITAL, LLC | History | Added to | 7,449 | 240 | 0.02% | 0.02% | 281 | +30 | 0.4% | Q1 2026 | May 12, 2026 |
| Syverson Strege & Co | History | No change | 7,396 | 238 | 0.06% | 0.06% | 282 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 7,490 | 237 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BlackRock, Inc. | History | Added to | 7,351 | 236 | 0.0% | 0.0% | 284 | +7,157 | 3689.18% | Q1 2026 | May 13, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | Added to | 7,232 | 233 | 0.1% | 0.1% | 285 | +167 | 2.36% | Q1 2026 | Apr 15, 2026 |
| Lynx Investment Advisory | History | New | 7,222 | 232 | 0.11% | — | 287 | +7,222 | New | Q1 2026 | Apr 24, 2026 |
| Capstone Wealth Management, Inc. | History | Added to | 7,129 | 232 | 0.2% | 0.2% | 286 | +8 | 0.11% | Q1 2026 | May 15, 2026 |
| Stewardship Advisors, LLC | History | Added to | 7,140 | 230 | 0.05% | 0.05% | 288 | +59 | 0.83% | Q1 2026 | Apr 17, 2026 |
| Shearwater Capital LLC | History | No change | 6,978 | 224 | 0.12% | 0.13% | 289 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CWM, LLC | History | Reduced | 6,872 | 221 | 0.0% | 0.0% | 290 | -6,095 | -47.0% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 6,852 | 220 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BIP Wealth, LLC | History | New | 6,663 | 214 | 0.01% | — | 292 | +6,663 | New | Q1 2026 | Apr 27, 2026 |
| Delos Wealth Advisors, LLC | History | New | 6,601 | 212 | 0.12% | — | 293 | +6,601 | New | Q1 2026 | May 14, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | New | 6,488 | 209 | 0.06% | — | 295 | +6,488 | New | Q1 2026 | Apr 27, 2026 |
| CURIO WEALTH, LLC | History | No change | 6,504 | 209 | 0.07% | 0.07% | 294 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Freedom Day Solutions, LLC | History | New | 6,473 | 208 | 0.06% | — | 296 | +6,473 | New | Q1 2026 | May 05, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 6,329 | 203 | 0.05% | 0.06% | 297 | -368 | -5.49% | Q1 2026 | May 05, 2026 |
| Beacon Financial Advisory LLC | History | New | 6,231 | 200 | 0.05% | — | 298 | +6,231 | New | Q1 2026 | Apr 27, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 6,064 | 195 | 0.04% | 0.04% | 299 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Spire Wealth Management | History | No change | 5,930 | 191 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |