Dimensional ETF Trust - DISV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | History | Added to | 13,913,450 | 548,746 | 0.61% | 0.6% | 1 | +132,482 | 0.96% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 5,744,036 | 226,544 | 2.26% | 2.3% | 2 | -128,128 | -2.18% | Q1 2026 | Apr 13, 2026 |
| Forum Financial Management, LP | History | Reduced | 5,605,360 | 221,075 | 3.13% | 2.88% | 3 | -216,294 | -3.72% | Q1 2026 | Apr 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 2,884,886 | 113,756 | 1.15% | 1.22% | 4 | +260,660 | 9.93% | Q1 2026 | May 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 2,281,524 | 89,983 | 1.56% | 1.5% | 5 | +124,205 | 5.76% | Q1 2026 | Apr 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,269,677 | 89,516 | 0.01% | 0.0% | 6 | +1,214,321 | 115.06% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 1,419,318 | 55,977 | 0.08% | 0.07% | 7 | +144,026 | 11.29% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | Reduced | 1,221,023 | 48,157 | 3.37% | 3.09% | 8 | -17,395 | -1.4% | Q1 2026 | May 29, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,191,761 | 47,003 | 0.01% | 0.01% | 9 | +24,918 | 2.14% | Q1 2026 | May 14, 2026 |
| Evanson Asset Management, LLC | History | Added to | 1,186,477 | 46,794 | 2.51% | 2.34% | 10 | +43,573 | 3.81% | Q1 2026 | Apr 08, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 1,171,519 | 46,204 | 1.44% | 1.05% | 11 | +295,271 | 33.7% | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,058,778 | 41,758 | 0.06% | 0.05% | 12 | -28,060 | -2.58% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 1,015,915 | 40,067 | 0.19% | 0.21% | 13 | +31,545 | 3.2% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,003,422 | 39,574 | 0.04% | 0.05% | 14 | -207,442 | -17.13% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 998,746 | 39,390 | 0.01% | 0.0% | 15 | +498,746 | 99.75% | Q1 2026 | May 12, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 945,408 | 38,931 | 3.5% | 3.58% | 16 | -33,441 | -3.42% | Q1 2026 | Apr 29, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 910,138 | 35,895 | 3.4% | 3.34% | 17 | +15,372 | 1.72% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 906,748 | 35,762 | 0.01% | 0.01% | 18 | +132,766 | 17.15% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Added to | 881,278 | 34,757 | 0.02% | 0.02% | 19 | +11,664 | 1.34% | Q1 2026 | May 12, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 838,344 | 34,632 | 8.06% | 7.95% | 20 | +11,161 | 1.35% | Q1 2026 | Apr 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 807,245 | 31,837 | 0.01% | 0.01% | 21 | -9,743 | -1.19% | Q1 2026 | May 13, 2026 |
| Premier Financial Group | History | Added to | 737,427 | 29,600 | 5.04% | 7.3% | 22 | +2,357 | 0.32% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 697,550 | 27,511 | 0.22% | 0.29% | 23 | +62,210 | 9.79% | Q1 2026 | May 15, 2026 |
| Planning Center, Inc. | History | Reduced | 688,458 | 27,152 | 2.75% | 2.84% | 24 | -43,813 | -5.98% | Q1 2026 | Apr 28, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 646,728 | 25,506 | 2.75% | 2.73% | 25 | -13,511 | -2.05% | Q1 2026 | Apr 08, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 629,411 | 24,823 | 5.71% | 5.57% | 26 | -14,161 | -2.2% | Q1 2026 | Apr 10, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 625,098 | 24,653 | 1.11% | 1.04% | 27 | +42,118 | 7.22% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 570,714 | 22,508 | 0.03% | 0.01% | 28 | +324,641 | 131.93% | Q1 2026 | May 15, 2026 |
| NorthAvenue LLC | History | Added to | 544,816 | 21,487 | 17.08% | 17.12% | 29 | +463 | 0.09% | Q1 2026 | Apr 15, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 540,343 | 21,311 | 2.53% | 2.4% | 30 | +15,196 | 2.89% | Q1 2026 | Apr 17, 2026 |
| Modera Wealth Management, LLC | History | Added to | 525,429 | 20,722 | 0.25% | 0.23% | 31 | +2,310 | 0.44% | Q1 2026 | May 06, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 515,667 | 20,337 | 3.14% | 3.13% | 32 | +4,830 | 0.95% | Q1 2026 | May 12, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 514,631 | 20,297 | 1.36% | 1.68% | 33 | +27,582 | 5.66% | Q1 2026 | May 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 510,281 | 20,125 | 0.11% | 0.11% | 34 | +13,871 | 2.79% | Q1 2026 | Apr 30, 2026 |
| Financial Harvest, LLC | History | Added to | 500,358 | 19,734 | 11.62% | 11.33% | 35 | +17,265 | 3.57% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 513,430 | 19,633 | 0.71% | 0.7% | 36 | +33,001 | 6.87% | Q1 2026 | May 15, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 459,917 | 18,139 | 5.7% | 5.54% | 37 | -24,198 | -5.0% | Q1 2026 | Apr 23, 2026 |
| Quantum Financial Advisors, LLC | History | Reduced | 457,286 | 18,035 | 2.02% | 1.98% | 38 | -7,806 | -1.68% | Q1 2026 | Apr 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 456,093 | 17,988 | 0.01% | 0.0% | 39 | +244,183 | 115.23% | Q1 2026 | May 14, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Reduced | 453,448 | 17,883 | 5.02% | 4.95% | 40 | -413,718 | -47.71% | Q1 2026 | Apr 16, 2026 |
| MB Generational Wealth, LLC | History | Added to | 440,843 | 17,386 | 9.61% | 8.77% | 41 | +4,644 | 1.06% | Q1 2026 | May 04, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Added to | 426,447 | 16,819 | 3.22% | 3.17% | 42 | +15,138 | 3.68% | Q1 2026 | Apr 24, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 422,782 | 16,674 | 3.95% | 3.72% | 43 | -20,224 | -4.57% | Q1 2026 | Apr 30, 2026 |
| LRI Investments, LLC | History | Reduced | 418,585 | 16,508 | 1.46% | 1.3% | 44 | -5,096 | -1.2% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 414,158 | 16,421 | 0.03% | 0.03% | 45 | -202,975 | -32.89% | Q1 2026 | Apr 08, 2026 |
| Miramar Fiduciary Corp | History | Reduced | 408,578 | 16,114 | 13.21% | 13.82% | 46 | -61,557 | -13.09% | Q1 2026 | Apr 29, 2026 |
| von Borstel & Associates, Inc. | History | Reduced | 392,404 | 15,476 | 3.54% | 3.83% | 47 | -37,445 | -8.71% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 387,116 | 15,267 | 0.17% | 0.19% | 48 | +14,710 | 3.95% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 379,022 | 14,948 | 0.08% | 0.1% | 49 | -7,726 | -2.0% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 375,997 | 14,829 | 0.03% | 0.03% | 50 | +14,309 | 3.96% | Q1 2026 | May 14, 2026 |
| William Mack & Associates, Inc. | History | Reduced | 372,761 | 14,701 | 8.4% | 7.14% | 51 | -26,440 | -6.62% | Q1 2026 | Apr 14, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 369,183 | 14,560 | 4.1% | 3.95% | 52 | +4,609 | 1.26% | Q1 2026 | May 01, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 367,941 | 14,512 | 0.11% | 0.11% | 53 | +30,963 | 9.19% | Q1 2026 | Apr 07, 2026 |
| Hill Investment Group Partners, LLC | History | Reduced | 356,150 | 14,046 | 1.55% | 1.62% | 54 | -1,970 | -0.55% | Q1 2026 | May 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 347,176 | 13,692 | 1.1% | 1.08% | 55 | +1,963 | 0.57% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | Added to | 328,704 | 13,674 | 0.44% | 0.45% | 56 | +3,906 | 1.2% | Q1 2026 | Apr 17, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 328,956 | 12,974 | 0.05% | 0.05% | 57 | -13,483 | -3.94% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Reduced | 324,371 | 12,793 | 0.3% | 0.29% | 58 | -17,119 | -5.01% | Q1 2026 | May 15, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 322,872 | 12,734 | 3.12% | 2.67% | 59 | +83,922 | 35.12% | Q1 2026 | Apr 13, 2026 |
| Sensible Money, LLC | History | Reduced | 312,922 | 12,341 | 3.75% | 3.85% | 60 | -4,023 | -1.27% | Q1 2026 | Apr 21, 2026 |
| United Wealth Management, LLC | History | Added to | 311,425 | 12,282 | 3.05% | 3.02% | 61 | +3,923 | 1.28% | Q1 2026 | May 01, 2026 |
| Guardian Wealth Management, LLC | History | Reduced | 306,061 | 12,190 | 3.7% | 3.94% | 62 | -21,067 | -6.44% | Q1 2026 | Apr 23, 2026 |
| Twin Cities Retirement Group LLC | History | Added to | 307,830 | 12,140 | 11.1% | 10.93% | 63 | +9,769 | 3.28% | Q1 2026 | Apr 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 300,000 | 11,832 | 0.08% | — | 64 | +300,000 | New | Q1 2026 | Apr 14, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 296,369 | 11,688 | 3.47% | 3.4% | 65 | -489 | -0.16% | Q1 2026 | May 06, 2026 |
| Apella Capital, LLC | History | Added to | 277,762 | 11,649 | 0.17% | 0.0% | 66 | +272,343 | 5025.71% | Q1 2026 | Apr 20, 2026 |
| Kilner Capital Advisors, LLC | History | Reduced | 292,506 | 11,536 | 11.05% | 10.85% | 67 | -6,620 | -2.21% | Q1 2026 | May 11, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Added to | 291,401 | 11,492 | 5.13% | 5.16% | 68 | +4,603 | 1.6% | Q1 2026 | Apr 27, 2026 |
| Meritas Wealth Management, LLC | History | Added to | 290,232 | 11,446 | 5.18% | 5.16% | 69 | +7,789 | 2.76% | Q1 2026 | Apr 09, 2026 |
| Physician Wealth Solutions Inc. | History | Reduced | 284,429 | 11,217 | 4.64% | 4.76% | 70 | -11,014 | -3.73% | Q1 2026 | Apr 13, 2026 |
| Hassell Wealth Management, LLC | History | Reduced | 272,197 | 10,735 | 3.6% | 3.65% | 71 | -3,645 | -1.32% | Q1 2026 | Apr 30, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 269,558 | 10,631 | 1.21% | 1.14% | 72 | +8,356 | 3.2% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 264,756 | 10,442 | 0.02% | 0.01% | 73 | +55,211 | 26.35% | Q1 2026 | May 14, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 260,318 | 10,266 | 0.94% | 1.04% | 74 | -18,026 | -6.48% | Q1 2026 | Apr 24, 2026 |
| DRAVO BAY LLC | History | Reduced | 258,480 | 10,194 | 4.14% | 4.35% | 75 | -16,718 | -6.07% | Q1 2026 | May 07, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 264,218 | 10,040 | 5.85% | 5.85% | 76 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 253,133 | 9,983 | 0.38% | 0.34% | 77 | +11,219 | 4.64% | Q1 2026 | May 11, 2026 |
| Pacific Sage Partners, LLC | History | Reduced | 251,179 | 9,906 | 1.56% | 1.52% | 78 | -744 | -0.3% | Q1 2026 | Apr 21, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 245,372 | 9,677 | 2.69% | 2.48% | 79 | +29,321 | 13.57% | Q1 2026 | Apr 24, 2026 |
| PINNEY & SCOFIELD, INC. | History | Reduced | 244,163 | 9,629 | 5.19% | 5.3% | 80 | -1,751 | -0.71% | Q1 2026 | May 15, 2026 |
| Financial Architects, LLC | History | Reduced | 243,890 | 9,619 | 5.07% | 5.06% | 81 | -3,640 | -1.47% | Q1 2026 | Apr 21, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 242,349 | 9,558 | 1.26% | 1.28% | 82 | +8,075 | 3.45% | Q1 2026 | May 11, 2026 |
| Financial Symmetry Inc | History | Added to | 230,498 | 9,517 | 3.38% | 3.45% | 83 | +7,709 | 3.46% | Q1 2026 | May 11, 2026 |
| SB Capital Management Inc | History | No change | 246,850 | 9,380 | 3.44% | 3.44% | 84 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | New | 236,597 | 9,331 | 2.23% | — | 85 | +236,597 | New | Q1 2026 | May 08, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 229,074 | 9,034 | 2.37% | 2.54% | 86 | -21,113 | -8.44% | Q1 2026 | Apr 23, 2026 |
| Yardley Wealth Management LLC | History | Reduced | 227,832 | 8,985 | 4.6% | 4.73% | 87 | -6,169 | -2.64% | Q1 2026 | Apr 21, 2026 |
| Mariner, LLC | History | Added to | 227,565 | 8,975 | 0.01% | 0.0% | 88 | +144,817 | 175.01% | Q1 2026 | May 13, 2026 |
| Greenline Partners, LLC | History | Added to | 226,509 | 8,933 | 0.96% | 0.98% | 89 | +1,175 | 0.52% | Q1 2026 | May 15, 2026 |
| Shotwell Rutter Baer Inc | History | Reduced | 224,439 | 8,851 | 5.2% | 5.31% | 90 | -3,811 | -1.67% | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 218,217 | 8,706 | 0.08% | 0.09% | 91 | +5,471 | 2.57% | Q1 2026 | Apr 07, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 217,487 | 8,577 | 1.93% | 1.9% | 92 | +2 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Advisory Alpha, LLC | History | Added to | 213,010 | 8,401 | 0.23% | 0.21% | 93 | +13,099 | 6.55% | Q1 2026 | May 14, 2026 |
| SACHEM HILL LLC | History | Reduced | 209,665 | 8,269 | 1.6% | 1.57% | 94 | -2,975 | -1.4% | Q1 2026 | May 13, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Reduced | 202,069 | 7,969 | 2.38% | 2.47% | 95 | -11,339 | -5.31% | Q1 2026 | Apr 10, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Reduced | 200,572 | 7,910 | 4.62% | 4.54% | 96 | -1,934 | -0.96% | Q1 2026 | May 01, 2026 |
| Aerodigm Wealth, LLC | History | Reduced | 199,108 | 7,852 | 2.96% | 2.92% | 97 | -217 | -0.11% | Q1 2026 | Apr 21, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 195,637 | 7,715 | 0.03% | 0.03% | 98 | -14,075 | -6.71% | Q1 2026 | Jun 02, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 194,148 | 7,657 | 0.12% | 0.02% | 99 | +167,823 | 637.5% | Q1 2026 | May 15, 2026 |
| 25 LLC | History | Added to | 194,135 | 7,656 | 2.36% | 2.22% | 100 | +10,299 | 5.6% | Q1 2026 | Apr 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 189,240 | 7,465 | 0.01% | 0.01% | 101 | -65,497 | -25.71% | Q1 2026 | May 15, 2026 |
| Sepio Capital, LP | History | New | 188,797 | 7,446 | 0.4% | — | 102 | +188,797 | New | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 178,851 | 7,345 | 0.16% | 0.18% | 103 | +918 | 0.52% | Q1 2026 | May 04, 2026 |
| Astra Wealth Partners LLC | History | Added to | 182,274 | 7,188 | 4.29% | 3.91% | 104 | +7,407 | 4.24% | Q1 2026 | May 06, 2026 |
| LAM GROUP, INC. | History | Reduced | 177,950 | 7,018 | 3.86% | 3.95% | 105 | -3,700 | -2.04% | Q1 2026 | Apr 22, 2026 |
| Wealth Advisors Northwest LLC | History | Reduced | 175,074 | 6,904 | 2.9% | 3.02% | 106 | -4,183 | -2.33% | Q1 2026 | Apr 08, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 172,850 | 6,817 | 0.01% | 0.01% | 107 | -17,540 | -9.21% | Q1 2026 | May 14, 2026 |
| BetterWealth, LLC | History | Reduced | 165,839 | 6,540 | 1.28% | 1.45% | 108 | -1,590 | -0.95% | Q1 2026 | Apr 24, 2026 |
| Longview Financial Advisors LLC | History | Added to | 159,589 | 6,294 | 3.42% | 3.32% | 109 | +1,345 | 0.85% | Q1 2026 | Apr 20, 2026 |
| Vistica Wealth Advisors, LLC | History | Reduced | 157,760 | 6,222 | 6.2% | 6.24% | 110 | -7,100 | -4.31% | Q1 2026 | Apr 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 153,566 | 6,056 | 0.01% | 0.01% | 111 | -3,115 | -1.99% | Q1 2026 | Apr 27, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 152,746 | 6,024 | 2.1% | 2.23% | 112 | +3,897 | 2.62% | Q1 2026 | Apr 24, 2026 |
| Clarity Wealth Development LLC | History | Added to | 151,141 | 5,961 | 4.87% | 4.69% | 113 | +5,121 | 3.51% | Q1 2026 | Apr 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 148,883 | 5,871 | 0.06% | 0.0% | 114 | +138,422 | 1323.22% | Q1 2026 | Apr 20, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Added to | 148,144 | 5,842 | 1.65% | 0.16% | 115 | +130,845 | 756.37% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 147,471 | 5,816 | 0.01% | 0.01% | 116 | -8,830 | -5.65% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 149,274 | 5,708 | 0.0% | 0.0% | 117 | +2,146 | 1.46% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 144,303 | 5,691 | 0.0% | 0.0% | 118 | +7,531 | 5.51% | Q1 2026 | May 15, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 144,172 | 5,686 | 2.01% | 1.92% | 119 | +4,715 | 3.38% | Q1 2026 | Apr 21, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 143,052 | 5,641 | 0.08% | 0.08% | 120 | +10,570 | 7.98% | Q1 2026 | Apr 10, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 142,121 | 5,605 | 0.7% | 0.71% | 121 | -2,941 | -2.03% | Q1 2026 | May 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 145,809 | 5,540 | 0.27% | 0.26% | 122 | -792 | -0.54% | Q1 2026 | Apr 08, 2026 |
| BWM Planning, LLC | History | Reduced | 140,432 | 5,538 | 1.46% | 1.53% | 123 | -10,125 | -6.73% | Q1 2026 | Apr 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 143,071 | 5,481 | 0.0% | 0.0% | 124 | +36,780 | 34.6% | Q1 2026 | May 15, 2026 |
| Foundry Financial LLC | History | Added to | 137,721 | 5,431 | 2.3% | 2.34% | 125 | +20,440 | 17.43% | Q1 2026 | Apr 21, 2026 |
| Abel Hall, LLC | History | Reduced | 137,075 | 5,406 | 1.15% | 1.22% | 126 | -824 | -0.6% | Q1 2026 | Apr 28, 2026 |
| LPL Financial LLC | History | Reduced | 136,137 | 5,369 | 0.0% | 0.0% | 127 | -6,245 | -4.39% | Q1 2026 | May 06, 2026 |
| Burk Holdings LLC | History | Added to | 135,611 | 5,348 | 2.29% | 2.24% | 128 | +11,865 | 9.59% | Q1 2026 | May 07, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 140,272 | 5,330 | 1.56% | 1.56% | 129 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Merit Financial Group, LLC | History | New | 133,763 | 5,275 | 0.04% | — | 130 | +133,763 | New | Q1 2026 | Apr 15, 2026 |
| Avant Financial Advisors LLC | History | Reduced | 132,700 | 5,233 | 3.68% | 3.65% | 131 | -802 | -0.6% | Q1 2026 | Apr 23, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | Reduced | 128,830 | 5,081 | 1.43% | 1.34% | 132 | -1,282 | -0.99% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Reduced | 127,172 | 5,015 | 0.01% | 0.01% | 133 | -8,317 | -6.14% | Q1 2026 | May 14, 2026 |
| Navigoe, LLC | History | Added to | 126,924 | 5,005 | 2.96% | 2.87% | 134 | +4,539 | 3.71% | Q1 2026 | May 01, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Reduced | 125,026 | 4,931 | 2.83% | 2.99% | 135 | -2,148 | -1.69% | Q1 2026 | Apr 23, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Reduced | 123,883 | 4,885 | 0.73% | 0.76% | 136 | -3,560 | -2.79% | Q1 2026 | Apr 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 121,647 | 4,797 | 0.21% | 0.2% | 137 | +6,005 | 5.19% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 118,910 | 4,689 | 0.02% | 0.0% | 138 | +86,999 | 272.63% | Q1 2026 | May 14, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 117,458 | 4,632 | 3.12% | 3.26% | 139 | -7,815 | -6.24% | Q1 2026 | Apr 16, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 117,202 | 4,622 | 1.27% | 1.21% | 140 | +5,299 | 4.74% | Q1 2026 | May 13, 2026 |
| Good Harbor Advisors, Inc. | History | Added to | 116,949 | 4,612 | 5.04% | 5.17% | 141 | +115 | 0.1% | Q1 2026 | May 05, 2026 |
| BIP Wealth, LLC | History | Added to | 115,218 | 4,544 | 0.18% | 0.14% | 142 | +13,978 | 13.81% | Q1 2026 | Apr 27, 2026 |
| Vestment Financial LLC | History | Reduced | 108,482 | 4,528 | 2.13% | 2.2% | 143 | -267 | -0.25% | Q1 2026 | May 01, 2026 |
| Tillman Hartley LLC | History | Reduced | 113,479 | 4,475 | 1.12% | 1.12% | 144 | -3,441 | -2.94% | Q1 2026 | May 08, 2026 |
| M Holdings Securities, Inc. | History | Added to | 105,477 | 4,429 | 0.3% | 0.25% | 145 | +12,028 | 12.87% | Q1 2026 | May 12, 2026 |
| Emprise Bank | History | Added to | 111,361 | 4,392 | 1.76% | 1.67% | 146 | +5,476 | 5.17% | Q1 2026 | Apr 20, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 109,102 | 4,302 | 0.04% | 0.04% | 147 | +4,034 | 3.84% | Q1 2026 | May 08, 2026 |
| Efficient Advisors, LLC | History | Reduced | 103,718 | 4,090 | 0.29% | 0.25% | 148 | -10,490 | -9.18% | Q1 2026 | Apr 29, 2026 |
| Navigate Wealth Management, LLC | History | New | 99,829 | 4,079 | 2.86% | — | 149 | +99,829 | New | Q1 2026 | Apr 27, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 102,802 | 4,054 | 1.9% | 1.82% | 150 | +6,951 | 7.25% | Q1 2026 | Apr 14, 2026 |
| Kaufman Rossin Wealth, LLC | History | Reduced | 100,903 | 3,979 | 2.28% | 2.27% | 152 | -13,676 | -11.94% | Q1 2026 | Apr 17, 2026 |
| Ruedi Wealth Management, Inc. | History | Reduced | 100,898 | 3,979 | 1.02% | 1.09% | 151 | -8,215 | -7.53% | Q1 2026 | May 01, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 100,731 | 3,972 | 0.47% | 0.41% | 153 | +6,998 | 7.47% | Q1 2026 | May 06, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Added to | 98,937 | 3,900 | 1.83% | 1.81% | 154 | +9,345 | 10.43% | Q1 2026 | Apr 14, 2026 |
| McLean Asset Management Corp | History | Added to | 98,529 | 3,885 | 0.68% | 0.58% | 155 | +15,673 | 18.92% | Q1 2026 | Apr 22, 2026 |
| Spire Wealth Management | History | Added to | 98,492 | 3,884 | 0.13% | 0.12% | 156 | +1,172 | 1.2% | Q1 2026 | Apr 22, 2026 |
| Waverly Advisors, LLC | History | Added to | 96,371 | 3,800 | 0.03% | 0.03% | 157 | +3,569 | 3.85% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 94,758 | 3,737 | 0.11% | 0.1% | 158 | +1,921 | 2.07% | Q1 2026 | May 13, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Added to | 93,654 | 3,693 | 1.47% | 1.44% | 159 | +1,024 | 1.11% | Q1 2026 | Apr 24, 2026 |
| QUARRY HILL ADVISORS, LLC | History | Reduced | 86,968 | 3,647 | 1.5% | 1.57% | 160 | -2,011 | -2.26% | Q1 2026 | Apr 22, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 91,295 | 3,600 | 0.93% | 0.94% | 161 | -4,284 | -4.48% | Q1 2026 | Apr 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 89,804 | 3,542 | 0.01% | 0.01% | 162 | +19,518 | 27.77% | Q1 2026 | Apr 22, 2026 |
| Golden Bell Financial Planning LLC | History | Added to | 88,704 | 3,498 | 2.79% | 2.68% | 163 | +3,957 | 4.67% | Q1 2026 | May 05, 2026 |
| Kane Co Wealth Management, Inc. | History | Reduced | 88,224 | 3,479 | 2.93% | 3.0% | 164 | -1,264 | -1.41% | Q1 2026 | Apr 21, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 87,582 | 3,454 | 0.0% | — | 165 | +87,582 | New | Q1 2026 | May 13, 2026 |
| Grunden Financial Advisory, Inc. | History | No change | 90,463 | 3,437 | 1.34% | 1.34% | 166 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Added to | 86,589 | 3,415 | 1.16% | 1.14% | 167 | +2,871 | 3.43% | Q1 2026 | Apr 23, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 83,356 | 3,287 | 1.12% | 1.11% | 168 | +300 | 0.36% | Q1 2026 | Apr 17, 2026 |
| Avior Wealth Management, LLC | History | Added to | 81,037 | 3,196 | 0.09% | 0.1% | 169 | +502 | 0.62% | Q1 2026 | Apr 09, 2026 |
| E6 Portfolios, LLC | History | Added to | 80,373 | 3,169 | 3.3% | 3.13% | 170 | +8,447 | 11.74% | Q1 2026 | May 12, 2026 |
| Vannoy Advisory Group, Inc. | History | Reduced | 79,534 | 3,136 | 1.99% | 1.98% | 171 | -2,541 | -3.1% | Q1 2026 | Apr 22, 2026 |
| Corus Family Wealth Advisors | History | Added to | 78,449 | 3,094 | 2.52% | 2.19% | 172 | +6,258 | 8.67% | Q1 2026 | Apr 28, 2026 |
| Burton Enright Welch | History | Added to | 76,760 | 3,027 | 0.41% | 0.39% | 173 | +3,843 | 5.27% | Q1 2026 | May 01, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 76,571 | 3,019 | 1.04% | 1.03% | 174 | +1,127 | 1.49% | Q1 2026 | Apr 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 75,901 | 2,993 | 0.0% | 0.0% | 175 | +21,784 | 40.25% | Q1 2026 | May 15, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 75,657 | 2,983 | 0.06% | 0.07% | 176 | -16,554 | -17.95% | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 75,482 | 2,976 | 0.01% | 0.01% | 177 | +11,972 | 18.85% | Q1 2026 | May 04, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 77,065 | 2,928 | 0.99% | 0.99% | 178 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 74,180 | 2,925 | 0.66% | 0.94% | 179 | -29,370 | -28.36% | Q1 2026 | May 14, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 73,563 | 2,901 | 2.59% | — | 180 | +73,563 | New | Q1 2026 | May 07, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 73,087 | 2,882 | 0.01% | 0.01% | 181 | +7,061 | 10.69% | Q1 2026 | Apr 30, 2026 |
| CSP Financial Group, LLC | History | New | 71,067 | 2,802 | 2.87% | — | 182 | +71,067 | New | Q1 2026 | May 08, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 70,232 | 2,769 | 0.47% | 0.47% | 183 | -100 | -0.14% | Q1 2026 | Apr 15, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Reduced | 70,021 | 2,761 | 1.65% | 1.71% | 184 | -5,810 | -7.66% | Q1 2026 | Apr 15, 2026 |
| Summit Portfolio Management, LTD. | History | New | 69,797 | 2,752 | 1.77% | — | 185 | +69,797 | New | Q1 2026 | Apr 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 69,035 | 2,722 | 0.02% | 0.03% | 186 | -27,571 | -28.54% | Q1 2026 | May 13, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 68,552 | 2,703 | 0.4% | 0.39% | 187 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Blue Trust, Inc. | History | Added to | 67,454 | 2,660 | 0.03% | 0.03% | 188 | +6,728 | 11.08% | Q1 2026 | Apr 20, 2026 |
| Trailhead Planners LLC | History | Reduced | 67,420 | 2,659 | 2.55% | 2.59% | 189 | -1,989 | -2.87% | Q1 2026 | May 06, 2026 |
| RAM Investment Partners, LLC | History | Added to | 66,829 | 2,635 | 0.46% | 0.34% | 190 | +16,986 | 34.08% | Q1 2026 | May 04, 2026 |
| Financially in Tune, LLC | History | Added to | 65,929 | 2,600 | 2.24% | 2.18% | 191 | +4,524 | 7.37% | Q1 2026 | Apr 22, 2026 |
| XY Planning Network, Inc. | History | Added to | 63,572 | 2,536 | 0.41% | 0.39% | 192 | +4,601 | 7.8% | Q1 2026 | Apr 14, 2026 |
| Aurelius Family Office LLC | History | Added to | 63,830 | 2,517 | 1.09% | 1.05% | 193 | +303 | 0.48% | Q1 2026 | Apr 08, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 63,346 | 2,498 | 0.29% | 0.3% | 194 | +23 | 0.04% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | New | 60,630 | 2,391 | 0.0% | — | 195 | +60,630 | New | Q1 2026 | May 15, 2026 |
| AA Financial Advisors, LLC | History | New | 59,996 | 2,366 | 0.33% | — | 196 | +59,996 | New | Q1 2026 | Apr 20, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 58,607 | 2,311 | 0.78% | 0.73% | 197 | -17,700 | -23.2% | Q1 2026 | Apr 08, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Added to | 57,803 | 2,279 | 0.47% | 0.45% | 198 | +430 | 0.75% | Q1 2026 | May 08, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Reduced | 56,679 | 2,235 | 0.9% | 0.93% | 199 | -2,950 | -4.95% | Q1 2026 | Apr 20, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | Reduced | 52,420 | 2,067 | 2.12% | 2.34% | 200 | -367 | -0.7% | Q1 2026 | May 04, 2026 |
| Liberty Capital Management, Inc. | History | No change | 53,320 | 2,026 | 0.38% | 0.38% | 201 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Fortitude Family Office, LLC | History | No change | 49,983 | 1,971 | 0.44% | 0.44% | 202 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Reduced | 48,500 | 1,912 | 1.55% | 1.64% | 203 | -3,342 | -6.45% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 47,863 | 1,888 | 0.0% | 0.0% | 204 | +2,635 | 5.83% | Q1 2026 | Apr 30, 2026 |
| Koenig Investment Advisory, LLC | History | Added to | 47,717 | 1,881 | 1.6% | 1.63% | 205 | +1,050 | 2.25% | Q1 2026 | Apr 16, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Added to | 47,669 | 1,880 | 1.69% | 1.4% | 207 | +8,499 | 21.7% | Q1 2026 | Apr 28, 2026 |
| Midwest Trust Co | History | Added to | 47,680 | 1,880 | 0.02% | 0.02% | 206 | +3,185 | 7.16% | Q1 2026 | May 01, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 47,037 | 1,855 | 0.13% | 0.1% | 208 | +7,401 | 18.67% | Q1 2026 | Apr 16, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 46,889 | 1,849 | 0.14% | 0.14% | 209 | +2,937 | 6.68% | Q1 2026 | Apr 22, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 46,006 | 1,814 | 0.53% | 0.44% | 210 | +7,450 | 19.32% | Q1 2026 | Apr 30, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 45,579 | 1,797 | 0.7% | 0.71% | 211 | -1,471 | -3.13% | Q1 2026 | Apr 20, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 46,989 | 1,785 | 1.29% | 1.29% | 212 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| PW ADVISORS, LLC \ FL | History | Reduced | 44,678 | 1,762 | 1.32% | 1.54% | 213 | -5,733 | -11.37% | Q1 2026 | Apr 24, 2026 |
| Matisse Capital | History | No change | 44,100 | 1,739 | 0.74% | 0.75% | 214 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 42,659 | 1,733 | 0.42% | 0.37% | 215 | +2,020 | 4.97% | Q1 2026 | May 01, 2026 |
| NWAM LLC | History | Reduced | 43,465 | 1,714 | 0.1% | 0.1% | 216 | -4,714 | -9.78% | Q1 2026 | May 04, 2026 |
| Veratis Advisors, Inc. | History | No change | 40,016 | 1,696 | 1.34% | 1.34% | 217 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Reduced | 42,935 | 1,693 | 0.18% | 0.19% | 218 | -247 | -0.57% | Q1 2026 | Apr 14, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 42,781 | 1,687 | 0.23% | 0.38% | 219 | +5,777 | 15.61% | Q1 2026 | May 12, 2026 |
| Benson Investment Management Company, Inc. | History | New | 42,645 | 1,681 | 14.92% | — | 220 | +42,645 | New | Q1 2026 | Apr 13, 2026 |
| KEYVANTAGE WEALTH, LLC | History | Reduced | 42,018 | 1,657 | 0.73% | 0.74% | 221 | -3,782 | -8.26% | Q1 2026 | May 05, 2026 |
| Longview Financial Advisors, Inc. | History | Added to | 41,814 | 1,649 | 1.01% | 1.07% | 222 | +351 | 0.85% | Q1 2026 | Apr 20, 2026 |
| Legacy Financial Advisors, Inc. | History | Added to | 41,775 | 1,647 | 0.23% | 0.2% | 223 | +2,941 | 7.57% | Q1 2026 | Apr 30, 2026 |
| Triumph Capital Management | History | Added to | 41,570 | 1,639 | 0.33% | 0.3% | 224 | +5,371 | 14.84% | Q1 2026 | May 13, 2026 |
| Three Arch Wealth Management LLC | History | Reduced | 41,013 | 1,617 | 0.29% | 0.34% | 225 | -6,044 | -12.84% | Q1 2026 | May 06, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 40,390 | 1,592 | 0.4% | 0.42% | 226 | -1,466 | -3.5% | Q1 2026 | Apr 10, 2026 |
| W.H. Cornerstone Investments Inc. | History | Reduced | 39,392 | 1,553 | 0.97% | 1.16% | 227 | -11,365 | -22.39% | Q1 2026 | Apr 28, 2026 |
| CURIO WEALTH, LLC | History | Added to | 39,173 | 1,544 | 0.53% | 0.51% | 228 | +1,138 | 2.99% | Q1 2026 | May 11, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 38,941 | 1,535 | 0.13% | 0.13% | 229 | +200 | 0.52% | Q1 2026 | May 05, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 38,677 | 1,525 | 0.06% | 0.06% | 230 | -3,702 | -8.74% | Q1 2026 | Apr 28, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 37,657 | 1,485 | 0.03% | 0.02% | 231 | +6,336 | 20.23% | Q1 2026 | Apr 10, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 37,507 | 1,479 | 0.05% | 0.06% | 232 | -5,236 | -12.25% | Q1 2026 | May 15, 2026 |
| Factor Wealth Management LTD | History | Added to | 36,409 | 1,435 | 0.27% | 0.25% | 233 | +6,137 | 20.27% | Q1 2026 | Apr 20, 2026 |
| McGrath & Associates, Inc. | History | Reduced | 35,109 | 1,384 | 2.04% | 1.97% | 234 | -1,482 | -4.05% | Q1 2026 | Apr 10, 2026 |
| CSS LLC/IL | History | No change | 34,851 | 1,374 | 0.07% | 0.06% | 235 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Added to | 34,694 | 1,368 | 0.08% | 0.08% | 236 | +196 | 0.57% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Added to | 34,215 | 1,349 | 0.0% | 0.0% | 237 | +34,065 | 22710.0% | Q1 2026 | May 05, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Reduced | 34,158 | 1,347 | 0.83% | 0.83% | 238 | -658 | -1.89% | Q1 2026 | Apr 22, 2026 |
| Capital Group Private Client Services, Inc. | History | Added to | 34,144 | 1,346 | 0.02% | 0.02% | 239 | +2,185 | 6.84% | Q1 2026 | May 13, 2026 |
| RF&L WEALTH MANAGEMENT, LLC | History | Added to | 34,070 | 1,343 | 1.01% | 0.7% | 240 | +1,225 | 3.73% | Q1 2026 | Apr 14, 2026 |
| Nautilus Advisors LLC | History | Added to | 34,004 | 1,341 | 0.92% | 0.79% | 241 | +2,242 | 7.06% | Q1 2026 | Apr 17, 2026 |
| Oceanside Advisors LLC | History | Reduced | 33,024 | 1,302 | 0.74% | 0.8% | 242 | -1,732 | -4.98% | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 31,407 | 1,238 | 0.0% | 0.0% | 243 | -97,848 | -75.7% | Q1 2026 | May 07, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 31,157 | 1,228 | 0.03% | 0.02% | 244 | -1,025 | -3.19% | Q1 2026 | May 15, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 31,153 | 1,228 | 0.2% | 0.2% | 245 | -23 | -0.07% | Q1 2026 | May 08, 2026 |
| Two West Capital Advisors LLC | History | Added to | 30,303 | 1,224 | 0.65% | 0.67% | 246 | +104 | 0.34% | Q1 2026 | May 04, 2026 |
| Shearwater Capital LLC | History | Added to | 30,966 | 1,221 | 0.64% | 0.59% | 247 | +3,895 | 14.39% | Q1 2026 | Apr 09, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 30,605 | 1,207 | 0.24% | 0.24% | 248 | +267 | 0.88% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Added to | 30,532 | 1,204 | 0.0% | 0.0% | 249 | +896 | 3.02% | Q1 2026 | May 15, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 29,412 | 1,160 | 0.96% | 0.95% | 250 | +230 | 0.79% | Q1 2026 | Apr 14, 2026 |
| HBE Wealth Management, LLC | History | Added to | 29,089 | 1,147 | 1.0% | 0.81% | 251 | +6,302 | 27.66% | Q1 2026 | Apr 28, 2026 |
| Faithward Advisors, LLC | History | Added to | 28,647 | 1,129 | 0.16% | 0.11% | 252 | +8,342 | 41.08% | Q1 2026 | Apr 17, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 28,028 | 1,105 | 0.08% | — | 253 | +28,028 | New | Q1 2026 | Apr 30, 2026 |
| CITIGROUP INC | History | Added to | 27,827 | 1,097 | 0.0% | 0.0% | 254 | +10,836 | 63.77% | Q1 2026 | May 11, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Reduced | 27,827 | 1,097 | 0.95% | 0.94% | 255 | -204 | -0.73% | Q1 2026 | Apr 21, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 27,583 | 1,087 | 0.13% | 0.08% | 256 | +10,524 | 61.69% | Q1 2026 | Apr 10, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 27,497 | 1,084 | 0.54% | 0.52% | 257 | +1 | 0.0% | Q1 2026 | Apr 30, 2026 |
| RB Capital Management, LLC | History | Added to | 27,261 | 1,075 | 0.23% | 0.16% | 258 | +6,219 | 29.56% | Q1 2026 | May 14, 2026 |
| Hilltop Holdings Inc. | History | Added to | 26,884 | 1,060 | 0.1% | 0.06% | 259 | +358 | 1.35% | Q1 2026 | May 14, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 26,840 | 1,058 | 0.42% | 0.42% | 260 | +93 | 0.35% | Q1 2026 | May 12, 2026 |
| Austin Private Wealth, LLC | History | No change | 27,672 | 1,051 | 0.08% | 0.08% | 261 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Ballast Financial Advisors LLC | History | Reduced | 26,516 | 1,045 | 1.07% | 1.04% | 262 | -171 | -0.64% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Added to | 26,147 | 1,031 | 0.01% | 0.0% | 263 | +19,090 | 270.51% | Q1 2026 | May 12, 2026 |
| BDFS Capital LLC | History | Added to | 25,973 | 1,024 | 0.49% | 0.48% | 264 | +1,033 | 4.14% | Q1 2026 | Apr 15, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 25,791 | 1,017 | 0.05% | 0.05% | 265 | -320 | -1.23% | Q1 2026 | May 15, 2026 |
| Capstone Wealth Management, LLC | History | Added to | 25,692 | 1,013 | 0.71% | 0.71% | 266 | +47 | 0.18% | Q1 2026 | Apr 16, 2026 |
| Journey Beyond Wealth, LLC | History | Reduced | 24,999 | 985 | 0.85% | 0.84% | 267 | -2,885 | -10.35% | Q1 2026 | Apr 28, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 24,229 | 955 | 0.5% | 0.42% | 268 | -1,523 | -5.91% | Q1 2026 | Apr 21, 2026 |
| GTS SECURITIES LLC | History | Reduced | 23,652 | 932 | 0.03% | 0.04% | 269 | -7,015 | -22.87% | Q1 2026 | May 14, 2026 |
| Oath Planning, LLC | History | Reduced | 23,304 | 919 | 0.82% | 0.94% | 270 | -1,716 | -6.86% | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | New | 23,054 | 909 | 0.01% | — | 271 | +23,054 | New | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | New | 22,184 | 874 | 0.01% | — | 272 | +22,184 | New | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 22,122 | 872 | 0.1% | 0.1% | 274 | -499 | -2.21% | Q1 2026 | May 05, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Added to | 22,114 | 872 | 0.41% | 0.39% | 273 | +174 | 0.79% | Q1 2026 | May 14, 2026 |
| Friday Financial | History | Added to | 22,080 | 870 | 0.3% | 0.3% | 275 | +15 | 0.07% | Q1 2026 | Apr 16, 2026 |
| ATLas Financial Planning LLC | History | Added to | 21,912 | 864 | 0.77% | 0.7% | 276 | +3,108 | 16.53% | Q1 2026 | Apr 27, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 21,901 | 863 | 0.05% | 0.05% | 277 | -1,029 | -4.49% | Q1 2026 | May 04, 2026 |
| Passive Capital Management, LLC. | History | Added to | 21,814 | 860 | 0.26% | 0.25% | 278 | +933 | 4.47% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 21,618 | 852 | 0.0% | 0.0% | 279 | -1,080 | -4.76% | Q1 2026 | May 05, 2026 |
| Daner Wealth Management, LLC | History | Added to | 20,143 | 849 | 0.5% | 0.48% | 280 | +1,770 | 9.63% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 21,477 | 847 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Generations Wealth, LLC | History | Reduced | 21,355 | 842 | 0.82% | 0.84% | 282 | -184 | -0.85% | Q1 2026 | May 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 21,672 | 823 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 20,748 | 818 | 0.06% | 0.06% | 284 | -361 | -1.71% | Q1 2026 | Apr 23, 2026 |
| POINCIANA ADVISORS GROUP, LLC | History | No change | 20,580 | 811 | 0.64% | 0.62% | 285 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 20,418 | 805 | 0.22% | 0.24% | 286 | -2,380 | -10.44% | Q1 2026 | Apr 15, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | Added to | 20,095 | 792 | 0.75% | 0.66% | 287 | +307 | 1.55% | Q1 2026 | May 06, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 20,078 | 791 | 0.29% | 0.29% | 288 | -602 | -2.91% | Q1 2026 | Apr 09, 2026 |
| CogentBlue Wealth Advisors, LLC | History | No change | 19,821 | 781 | 0.53% | 0.51% | 289 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 19,749 | 778 | 0.26% | 0.27% | 290 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 18,870 | 744 | 0.01% | 0.01% | 291 | +7,065 | 59.85% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 18,656 | 735 | 0.0% | 0.0% | 292 | -4,439 | -19.22% | Q1 2026 | Apr 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 18,495 | 729 | 0.0% | 0.0% | 293 | +2,083 | 12.69% | Q1 2026 | May 13, 2026 |
| Bedel Financial Consulting, Inc. | History | Reduced | 18,146 | 715 | 0.08% | 0.08% | 294 | -364 | -1.97% | Q1 2026 | May 04, 2026 |
| Vantage Point Financial LLC | History | Added to | 18,044 | 711 | 0.25% | 0.23% | 295 | +1,150 | 6.81% | Q1 2026 | May 01, 2026 |
| DBK Financial Counsel, LLC | History | No change | 17,994 | 709 | 0.54% | 0.52% | 296 | 0 | 0.0% | Q1 2026 | Jun 03, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 17,905 | 707 | 0.0% | 0.0% | 297 | -95,171 | -84.17% | Q1 2026 | May 15, 2026 |
| Parkshore Wealth Management, Inc. | History | Reduced | 17,726 | 699 | 0.23% | 0.27% | 298 | -951 | -5.09% | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 17,646 | 696 | 0.02% | — | 300 | +17,646 | New | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 17,666 | 696 | 0.01% | 0.01% | 299 | +4,162 | 30.82% | Q1 2026 | May 12, 2026 |
| Mullaney, Keating & Wright, Inc. | History | Added to | 17,443 | 687 | 0.37% | 0.35% | 301 | +4 | 0.02% | Q1 2026 | May 29, 2026 |
| Arkadios Wealth Advisors | History | Added to | 17,025 | 671 | 0.01% | 0.01% | 302 | +4,346 | 34.28% | Q1 2026 | May 18, 2026 |
| SIGNATUREFD, LLC | History | Added to | 16,994 | 670 | 0.01% | 0.0% | 303 | +15,074 | 785.1% | Q1 2026 | Apr 07, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 16,899 | 666 | 0.1% | 0.1% | 304 | +987 | 6.2% | Q1 2026 | May 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 16,833 | 663 | 0.14% | 0.15% | 305 | -1,342 | -7.38% | Q1 2026 | May 05, 2026 |
| Family Manage LLC | History | New | 16,806 | 662 | 0.08% | — | 306 | +16,806 | New | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 16,673 | 657 | 0.0% | 0.0% | 307 | +2,442 | 17.16% | Q1 2026 | May 13, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 16,352 | 644 | 0.09% | 0.08% | 308 | +4 | 0.02% | Q1 2026 | Apr 07, 2026 |
| Austin Asset Management Co Inc | History | Reduced | 16,117 | 635 | 0.1% | 0.11% | 309 | -1,007 | -5.88% | Q1 2026 | Apr 29, 2026 |
| Brookstone Capital Management | History | Added to | 15,897 | 626 | 0.01% | 0.0% | 310 | +5,674 | 55.5% | Q1 2026 | Apr 16, 2026 |
| Cogent Private Wealth, Inc. | History | Added to | 15,852 | 625 | 0.45% | 0.46% | 311 | +55 | 0.35% | Q1 2026 | Apr 13, 2026 |
| Verus Financial Partners, Inc. | History | Added to | 14,805 | 615 | 0.06% | 0.06% | 312 | +6 | 0.04% | Q1 2026 | Apr 20, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 15,534 | 612 | 0.25% | 0.24% | 313 | -506 | -3.15% | Q1 2026 | May 07, 2026 |
| Platform Wealth Management, LLC | History | No change | 15,941 | 605 | 0.16% | 0.16% | 314 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 15,066 | 594 | 0.11% | 0.09% | 315 | +1,540 | 11.39% | Q1 2026 | May 15, 2026 |
| BluePrint Investing LLC | History | No change | 14,914 | 588 | 0.47% | 0.45% | 316 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 14,731 | 580 | 0.3% | 0.29% | 317 | +688 | 4.9% | Q1 2026 | Apr 20, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 14,637 | 577 | 0.22% | 0.27% | 318 | +246 | 1.71% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 14,454 | 570 | 0.01% | 0.01% | 319 | +1,307 | 9.94% | Q1 2026 | May 11, 2026 |
| Timonier Family Office, LTD. | History | No change | 14,688 | 558 | 0.18% | 0.18% | 320 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Breakwater Capital Group | History | Added to | 13,942 | 549 | 0.07% | 0.07% | 321 | +1,286 | 10.16% | Q1 2026 | Apr 20, 2026 |
| Del-Sette Capital Management, LLC | History | No change | 13,865 | 546 | 0.33% | 0.32% | 322 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 13,794 | 544 | 0.51% | — | 323 | +13,794 | New | Q1 2026 | May 14, 2026 |
| Great Point Wealth Advisors, LLC | History | Reduced | 13,713 | 540 | 0.1% | 0.1% | 324 | -254 | -1.82% | Q1 2026 | Apr 27, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 13,583 | 535 | 0.01% | 0.01% | 325 | -1,234 | -8.33% | Q1 2026 | Apr 28, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 13,497 | 532 | 0.08% | 0.08% | 326 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Fortis Capital Management LLC | History | Reduced | 13,390 | 528 | 0.05% | 0.08% | 327 | -2,388 | -15.13% | Q1 2026 | May 11, 2026 |
| Disciplined Investments, LLC | History | No change | 13,385 | 527 | 0.19% | 0.2% | 328 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 12,572 | 495 | 0.31% | 0.29% | 330 | +1,304 | 11.57% | Q1 2026 | May 11, 2026 |
| Clarity Capital Advisors, LLC | History | Added to | 12,563 | 495 | 0.23% | 0.24% | 329 | +6 | 0.05% | Q1 2026 | Apr 09, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 11,866 | 488 | 0.06% | 0.06% | 331 | -254 | -2.1% | Q1 2026 | Apr 22, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 12,270 | 483 | 0.13% | 0.13% | 332 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 12,234 | 482 | 0.01% | 0.01% | 333 | +4,257 | 53.37% | Q1 2026 | May 11, 2026 |
| Torren Management, LLC | History | Added to | 12,141 | 478 | 0.24% | 0.23% | 334 | +174 | 1.45% | Q1 2026 | Apr 30, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 12,030 | 474 | 0.0% | — | 336 | +12,030 | New | Q1 2026 | May 13, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 12,026 | 474 | 0.06% | 0.04% | 335 | +2,727 | 29.33% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | No change | 11,875 | 468 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aegis Wealth Management LLC | History | No change | 11,772 | 464 | 0.27% | 0.25% | 338 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Gibson Capital, LLC | History | Added to | 11,637 | 458 | 0.09% | 0.08% | 339 | +1 | 0.01% | Q1 2026 | Apr 17, 2026 |
| Belleair Asset Management, LLC | History | No change | 11,608 | 457 | 0.42% | 0.42% | 340 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Frankly Finances, LLC | History | No change | 11,542 | 455 | 0.41% | 0.42% | 341 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 11,408 | 449 | 0.01% | 0.01% | 342 | -3,643 | -24.2% | Q1 2026 | May 05, 2026 |
| BNB Wealth Management, LLC | History | New | 11,332 | 446 | 0.29% | — | 343 | +11,332 | New | Q1 2026 | May 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 11,157 | 440 | 0.03% | 0.03% | 344 | +1,728 | 18.33% | Q1 2026 | Apr 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,063 | 436 | 0.0% | 0.0% | 345 | -59,397 | -84.3% | Q1 2026 | May 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 11,052 | 435 | 0.05% | 0.05% | 347 | +1,238 | 12.61% | Q1 2026 | Apr 08, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 11,047 | 435 | 0.0% | 0.0% | 346 | +135 | 1.24% | Q1 2026 | May 14, 2026 |
| SmartHarvest Portfolios, LLC | History | No change | 10,512 | 414 | 0.17% | 0.14% | 348 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 10,413 | 410 | 0.15% | 0.14% | 349 | +303 | 3.0% | Q1 2026 | Apr 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 10,383 | 409 | 0.0% | 0.0% | 350 | -817 | -7.29% | Q1 2026 | May 14, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 10,186 | 401 | 0.04% | 0.03% | 351 | +2,852 | 38.89% | Q1 2026 | May 12, 2026 |
| Entelevest, LLC | History | Added to | 9,998 | 394 | 0.39% | 0.37% | 352 | +242 | 2.48% | Q1 2026 | May 04, 2026 |
| Higgins & Schmidt Wealth Strategies LLC | History | New | 9,942 | 392 | 0.18% | — | 353 | +9,942 | New | Q1 2026 | Apr 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 9,893 | 390 | 0.0% | — | 354 | +9,893 | New | Q1 2026 | Apr 20, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 9,663 | 381 | 0.03% | 0.03% | 355 | -496 | -4.88% | Q1 2026 | Apr 06, 2026 |
| FMR LLC | History | Added to | 9,591 | 378 | 0.0% | 0.0% | 356 | +4,300 | 81.27% | Q1 2026 | May 15, 2026 |
| Brand Asset Management Group, Inc. | History | New | 9,564 | 377 | 0.1% | — | 357 | +9,564 | New | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Added to | 9,030 | 356 | 0.0% | 0.0% | 358 | +7,644 | 551.52% | Q1 2026 | May 13, 2026 |
| J. Safra Sarasin Holding AG | History | New | 9,000 | 354 | 0.01% | — | 359 | +9,000 | New | Q1 2026 | May 04, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Reduced | 8,922 | 351 | 0.19% | 0.19% | 360 | -127 | -1.4% | Q1 2026 | Apr 22, 2026 |
| Canvas Wealth Advisors, LLC | History | New | 8,640 | 340 | 0.06% | — | 361 | +8,640 | New | Q1 2026 | Apr 28, 2026 |
| Cornerstone Wealth Management, LLC | History | New | 8,496 | 335 | 0.02% | — | 362 | +8,496 | New | Q1 2026 | Apr 23, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | New | 8,401 | 331 | 0.15% | — | 363 | +8,401 | New | Q1 2026 | May 27, 2026 |
| GEN Financial Management, INC. | History | Reduced | 8,229 | 324 | 0.2% | 0.2% | 364 | -49 | -0.59% | Q1 2026 | Apr 16, 2026 |
| TCFG Investment Advisors, LLC | History | New | 7,993 | 315 | 0.12% | — | 366 | +7,993 | New | Q1 2026 | May 05, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Reduced | 7,993 | 315 | 0.12% | 0.12% | 365 | -204 | -2.49% | Q1 2026 | Apr 23, 2026 |
| Global Financial Private Client, LLC | History | New | 7,918 | 312 | 0.1% | — | 368 | +7,918 | New | Q1 2026 | Apr 20, 2026 |
| Selective Wealth Management, Inc. | History | New | 7,726 | 312 | 0.09% | — | 367 | +7,726 | New | Q1 2026 | Apr 30, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 7,838 | 309 | 0.11% | 0.1% | 369 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| LJI Wealth Management, LLC | History | Reduced | 7,772 | 306 | 0.05% | 0.16% | 370 | -19,149 | -71.13% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Added to | 7,732 | 304 | 0.0% | 0.0% | 371 | +4,419 | 133.38% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 7,609 | 300 | 0.0% | — | 372 | +7,609 | New | Q1 2026 | May 12, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 7,453 | 293 | 0.2% | 0.2% | 373 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 7,609 | 289 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SYM FINANCIAL Corp | History | No change | 7,314 | 288 | 0.03% | 0.03% | 375 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Clearstead Advisors, LLC | History | Added to | 7,237 | 285 | 0.0% | 0.0% | 376 | +1,543 | 27.1% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,207 | 284 | 0.0% | 0.0% | 377 | +4,595 | 175.92% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | New | 7,072 | 278 | 0.01% | — | 378 | +7,072 | New | Q1 2026 | May 13, 2026 |
| PCM Encore, LLC | History | New | 7,055 | 278 | 0.06% | — | 379 | +7,055 | New | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | Added to | 6,960 | 274 | 0.01% | 0.0% | 380 | +4,503 | 183.27% | Q1 2026 | Apr 24, 2026 |
| M Wealth Management, LLC | History | No change | 6,935 | 273 | 0.23% | 0.23% | 381 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| New Dimensions Wealth Management, LLC | History | No change | 6,868 | 270 | 0.23% | 0.22% | 382 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Broadhurst Jeffrey B | History | Reduced | 6,783 | 267 | 0.27% | 0.31% | 383 | -1,000 | -12.85% | Q1 2026 | May 14, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 6,654 | 262 | 0.02% | 0.02% | 384 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Strathmore Capital Advisors, Inc. | History | New | 6,396 | 260 | 0.07% | — | 385 | +6,396 | New | Q1 2026 | Apr 27, 2026 |
| Ponta Wealth Partners, LLC | History | New | 6,532 | 257 | 0.21% | — | 386 | +6,532 | New | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 6,339 | 250 | 0.0% | 0.0% | 387 | +3,156 | 99.15% | Q1 2026 | May 11, 2026 |
| Lauterbach Financial Advisors, LLC | History | Added to | 6,323 | 249 | 0.12% | 0.11% | 388 | +498 | 8.55% | Q1 2026 | May 14, 2026 |
| Family CFO Inc | History | No change | 6,297 | 248 | 0.11% | 0.11% | 389 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Morton Capital Management LLC/CA | History | No change | 6,289 | 248 | 0.04% | 0.04% | 390 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,161 | 242 | 0.0% | 0.0% | 391 | -1,310 | -17.53% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Added to | 6,128 | 241 | 0.01% | 0.0% | 392 | +117 | 1.95% | Q1 2026 | May 01, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 6,104 | 240 | 0.02% | 0.02% | 393 | +3 | 0.05% | Q1 2026 | May 12, 2026 |
| Berger Financial Group, Inc | History | Reduced | 5,965 | 235 | 0.01% | 0.01% | 394 | -6 | -0.1% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,933 | 234 | 0.0% | 0.0% | 395 | +5,551 | 1453.14% | Q1 2026 | May 08, 2026 |
| Freedom Day Solutions, LLC | History | New | 5,913 | 233 | 0.06% | — | 396 | +5,913 | New | Q1 2026 | May 05, 2026 |
| Cloud Capital Management, LLC | History | New | 5,797 | 228 | 0.1% | — | 397 | +5,797 | New | Q1 2026 | May 12, 2026 |
| STOLZ & ASSOCIATES, PS | History | No change | 5,410 | 225 | 0.16% | 0.16% | 398 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Kondo Wealth Advisors, Inc. | History | No change | 5,665 | 223 | 0.08% | 0.08% | 399 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | New | 5,524 | 217 | 0.0% | — | 400 | +5,524 | New | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 5,360 | 211 | 0.0% | — | 401 | +5,360 | New | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | New | 5,260 | 207 | 0.0% | — | 403 | +5,260 | New | Q1 2026 | May 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 5,250 | 207 | 0.03% | 0.03% | 402 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 5,197 | 204 | 0.11% | 0.12% | 404 | -126 | -2.37% | Q1 2026 | May 05, 2026 |
| Shore Point Advisors, LLC | History | New | 5,149 | 203 | 0.08% | — | 405 | +5,149 | New | Q1 2026 | Apr 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 5,063 | 199 | 0.07% | 0.07% | 406 | +202 | 4.16% | Q1 2026 | Apr 14, 2026 |
| Versant Capital Management, Inc | History | Reduced | 5,017 | 197 | 0.02% | 0.03% | 407 | -624 | -11.06% | Q1 2026 | Apr 06, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 6,060 | 176 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| IFP Advisors, Inc | History | No change | 4,223 | 166 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 3,679 | 145 | 0.05% | — | 411 | +3,679 | New | Q1 2026 | May 13, 2026 |
| Pillar Financial Advisors, LLC | History | No change | 3,680 | 145 | 0.08% | 0.08% | 410 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 3,635 | 143 | 0.01% | 0.01% | 412 | +882 | 32.04% | Q1 2026 | May 14, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 3,589 | 141 | 0.03% | 0.02% | 413 | +617 | 20.76% | Q1 2026 | May 06, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 3,203 | 126 | 0.0% | 0.0% | 414 | +3,009 | 1551.03% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,000 | 118 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 2,960 | 116 | 0.07% | — | 416 | +2,960 | New | Q1 2026 | May 12, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 2,849 | 112 | 0.01% | 0.01% | 417 | -477 | -14.34% | Q1 2026 | May 19, 2026 |
| IFG Advisory, LLC | History | Reduced | 2,814 | 110 | 0.32% | 0.27% | 418 | -161,059 | -98.28% | Q1 2026 | May 12, 2026 |
| Acropolis Investment Management, LLC | History | New | 2,615 | 103 | 0.0% | — | 419 | +2,615 | New | Q1 2026 | Apr 09, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,431 | 95 | 0.0% | 0.0% | 420 | +655 | 36.88% | Q1 2026 | Apr 17, 2026 |
| Rachor Investment Advisory Services, LLC | History | New | 2,343 | 92 | 0.05% | — | 421 | +2,343 | New | Q1 2026 | May 07, 2026 |
| Forum Finance Group S.A. | History | New | 2,868 | 91 | 0.05% | — | 422 | +2,868 | New | Q1 2026 | May 07, 2026 |
| Reyes Financial Architecture, Inc. | History | New | 2,292 | 90 | 0.07% | — | 423 | +2,292 | New | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,047 | 80 | 0.0% | 0.0% | 424 | +1,137 | 124.95% | Q1 2026 | May 01, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 1,775 | 70 | 0.02% | 0.02% | 425 | +194 | 12.27% | Q1 2026 | Apr 20, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 1,786 | 70 | 0.02% | 0.02% | 426 | -102 | -5.4% | Q1 2026 | Apr 24, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 1,710 | 67 | 0.06% | 0.05% | 427 | +1 | 0.06% | Q1 2026 | Apr 22, 2026 |
| American Capital Advisory, LLC | History | New | 1,654 | 65 | 0.03% | — | 428 | +1,654 | New | Q1 2026 | Apr 29, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 1,416 | 55 | 0.02% | 0.02% | 429 | -82 | -5.47% | Q1 2026 | Apr 30, 2026 |
| Anfield Capital Management, LLC | History | New | 1,353 | 53 | 0.01% | — | 431 | +1,353 | New | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,347 | 53 | 0.0% | 0.0% | 430 | +606 | 81.78% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 1,192 | 47 | 0.0% | — | 434 | +1,192 | New | Q1 2026 | May 15, 2026 |
| RHL GROUP, LLC | History | Added to | 1,216 | 47 | 0.04% | 0.03% | 433 | +148 | 13.86% | Q1 2026 | May 13, 2026 |
| WealthShield Partners, LLC | History | No change | 1,206 | 47 | 0.01% | 0.0% | 432 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 1,147 | 45 | 0.04% | 0.04% | 435 | +1 | 0.09% | Q1 2026 | Apr 02, 2026 |
| COMERICA BANK | History | No change | 1,135 | 43 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,100 | 43 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 1,041 | 41 | 0.0% | — | 438 | +1,041 | New | Q1 2026 | May 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 898 | 35 | 0.0% | 0.0% | 439 | +3 | 0.34% | Q1 2026 | May 12, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 838 | 31 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | New | 763 | 30 | 0.0% | — | 443 | +763 | New | Q1 2026 | May 06, 2026 |
| ROGCO, LP | History | No change | 775 | 30 | 0.01% | 0.01% | 441 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Timmons Wealth Management, LLC | History | No change | 785 | 30 | 0.03% | 0.03% | 442 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Millstone Evans Group, LLC | History | Added to | 732 | 28 | 0.02% | 0.02% | 444 | +19 | 2.66% | Q1 2026 | Apr 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 709 | 27 | 0.0% | — | 445 | +709 | New | Q1 2026 | May 11, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | New | 642 | 25 | 0.01% | — | 446 | +642 | New | Q1 2026 | Apr 15, 2026 |
| WHITTIER TRUST CO | History | No change | 531 | 21 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Providence Capital Advisors, LLC | History | No change | 517 | 20 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Operose Advisors LLC | History | Added to | 426 | 16 | 0.0% | 0.0% | 450 | +42 | 10.94% | Q1 2026 | May 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 425 | 16 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Topsail Wealth Management, LLC | History | New | 396 | 15 | 0.0% | — | 451 | +396 | New | Q1 2026 | Apr 21, 2026 |
| Ascentis Independent Advisors | History | New | 358 | 14 | 0.0% | — | 453 | +358 | New | Q1 2026 | Apr 28, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 367 | 14 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 353 | 13 | 0.01% | — | 455 | +353 | New | Q1 2026 | Apr 17, 2026 |
| Hara Capital LLC | History | No change | 346 | 13 | 0.01% | 0.01% | 454 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 295 | 11 | 0.0% | 0.0% | 456 | +235 | 391.67% | Q1 2026 | May 11, 2026 |
| Lodestone Wealth Management LLC | History | No change | 206 | 8 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 199 | 7 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Coston, McIsaac & Partners | History | No change | 179 | 7 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CoreCap Advisors, LLC | History | New | 160 | 6 | 0.0% | — | 460 | +160 | New | Q1 2026 | Apr 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 118 | 4 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 100 | 3 | 0.0% | — | 463 | +100 | New | Q1 2026 | Apr 21, 2026 |
| Strive Financial Group ,LLC | History | No change | 85 | 3 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 62 | 2 | 0.0% | — | 464 | +62 | New | Q1 2026 | May 08, 2026 |
| Integrity Financial Corp /WA | History | No change | 34 | 1 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.59% | — | -330,674 | -100.0% | Q1 2026 | Apr 16, 2026 |
| SEVEN MILE ADVISORY | History | Closed out | 0 | 0 | — | 1.92% | — | -294,510 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,556 | -100.0% | Q1 2026 | Apr 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,852 | -100.0% | Q1 2026 | Apr 29, 2026 |
| McMill Wealth Management | History | Closed out | 0 | 0 | — | 0.12% | — | -11,109 | -100.0% | Q1 2026 | May 13, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,086 | -100.0% | Q1 2026 | May 05, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,706 | -100.0% | Q1 2026 | May 15, 2026 |
| HANCOCK WHITNEY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,525 | -100.0% | Q1 2026 | May 15, 2026 |
| Cardinal Point Capital Management ULC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,685 | -100.0% | Q1 2026 | Apr 20, 2026 |
| SHP Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,362 | -100.0% | Q1 2026 | May 08, 2026 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -927 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -486 | -100.0% | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Aspect Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sankala Group LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |