Dimensional ETF Trust - DUHP
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 | 48,730,938 | 1,791,349 | 2.65% | 2.6% | 1 | +3,939,324 | 8.79% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 20,387,647 | 766,429 | 0.85% | 0.84% | 2 | +1,083,574 | 5.61% | Q1 2026 | May 14, 2026 |
| Forum Financial Management, LP | History | Added to | 8,459,674 | 310,977 | 4.4% | 3.97% | 3 | +441,967 | 5.51% | Q1 2026 | Apr 23, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 7,825,736 | 287,674 | 4.13% | 4.62% | 4 | +275,616 | 3.65% | Q1 2026 | Apr 10, 2026 |
| Allworth Financial LP | History | Added to | 4,466,653 | 164,194 | 0.67% | 0.48% | 5 | +1,357,274 | 43.65% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Added to | 3,891,947 | 153,342 | 2.28% | 1.95% | 6 | +1,293,705 | 49.79% | Q1 2026 | Apr 20, 2026 |
| Corient Private Wealth LLC | History | Added to | 3,755,680 | 138,086 | 0.2% | 0.17% | 7 | +445,040 | 13.44% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,657,495 | 134,449 | 0.04% | 0.03% | 8 | +587,753 | 19.15% | Q1 2026 | May 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 3,301,011 | 121,327 | 1.22% | 1.3% | 9 | +509,576 | 18.25% | Q1 2026 | May 13, 2026 |
| Foster Group, Inc. | History | Added to | 3,073,069 | 112,966 | 3.36% | 3.42% | 10 | +99,295 | 3.34% | Q1 2026 | Apr 13, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 2,960,196 | 108,816 | 9.97% | 10.45% | 11 | +98,444 | 3.44% | Q1 2026 | Apr 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,733,093 | 100,468 | 0.04% | 0.03% | 12 | +138,837 | 5.35% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | New | 2,715,805 | 99,833 | 0.91% | — | 13 | +2,715,805 | New | Q1 2026 | May 06, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 2,630,658 | 96,703 | 2.47% | 2.57% | 14 | +13,975 | 0.53% | Q1 2026 | May 13, 2026 |
| RW Investment Management LLC | History | New | 2,588,182 | 95,141 | 9.21% | — | 15 | +2,588,182 | New | Q1 2026 | Apr 28, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 2,516,301 | 92,499 | 4.91% | 4.6% | 16 | +323,617 | 14.76% | Q1 2026 | Apr 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 2,479,611 | 91,150 | 0.71% | 0.74% | 17 | +193,890 | 8.48% | Q1 2026 | Apr 07, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 2,456,423 | 90,298 | 4.93% | 5.37% | 18 | -5,982 | -0.24% | Q1 2026 | May 11, 2026 |
| Bouchey Financial Group Ltd | History | Added to | 2,161,309 | 82,324 | 6.04% | 6.11% | 19 | +17,254 | 0.8% | Q1 2026 | Apr 13, 2026 |
| UBS Group AG | History | Added to | 2,148,401 | 78,975 | 0.01% | 0.01% | 20 | +206,184 | 10.62% | Q1 2026 | May 05, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 2,139,327 | 78,641 | 5.34% | 5.37% | 21 | +90,925 | 4.44% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,107,800 | 77,482 | 0.08% | 0.1% | 22 | -229,441 | -9.82% | Q1 2026 | May 05, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 2,038,669 | 74,941 | 9.34% | 10.34% | 23 | +50,528 | 2.54% | Q1 2026 | Apr 21, 2026 |
| HB Wealth Management, LLC | History | Added to | 1,987,725 | 73,068 | 0.47% | 0.45% | 24 | +159,055 | 8.7% | Q1 2026 | Apr 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,886,147 | 69,334 | 0.37% | 0.42% | 25 | +307,662 | 19.49% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 1,789,343 | 65,776 | 0.26% | 0.25% | 26 | +52,307 | 3.01% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,664,898 | 61,201 | 0.02% | 0.02% | 27 | -207,401 | -11.08% | Q1 2026 | May 14, 2026 |
| Planning Center, Inc. | History | Added to | 1,652,225 | 60,735 | 6.15% | 6.28% | 28 | +34,783 | 2.15% | Q1 2026 | Apr 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,552,236 | 57,432 | 0.12% | 0.15% | 29 | -1,259,919 | -44.8% | Q1 2026 | Apr 08, 2026 |
| High Probability Advisors, LLC | History | Reduced | 1,517,010 | 55,765 | 7.14% | 7.72% | 30 | -4,645 | -0.31% | Q1 2026 | Apr 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,426,163 | 52,425 | 0.0% | 0.0% | 31 | +87,514 | 6.54% | Q1 2026 | May 15, 2026 |
| Clarius Group, LLC | History | No change | 1,318,039 | 50,125 | 2.86% | 2.86% | 32 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,323,440 | 48,649 | 2.25% | 2.13% | 33 | +228,460 | 20.86% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Added to | 1,321,475 | 48,575 | 0.06% | 0.05% | 34 | +110,944 | 9.16% | Q1 2026 | May 13, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 1,311,703 | 48,218 | 8.51% | 9.38% | 35 | +39,505 | 3.11% | Q1 2026 | May 14, 2026 |
| Retirement Solution LLC | History | Added to | 1,311,614 | 48,214 | 11.4% | 10.94% | 36 | +13,049 | 1.0% | Q1 2026 | May 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 1,311,124 | 48,196 | 0.53% | 0.64% | 37 | +66,122 | 5.31% | Q1 2026 | May 15, 2026 |
| Symmetry Partners, LLC | History | Added to | 1,290,110 | 47,424 | 2.71% | 2.75% | 38 | +68,132 | 5.58% | Q1 2026 | Apr 27, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 1,248,706 | 45,902 | 3.33% | 3.3% | 39 | -97,818 | -7.26% | Q1 2026 | Apr 16, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 1,230,260 | 45,224 | 12.49% | 12.34% | 40 | -37,758 | -2.98% | Q1 2026 | May 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 1,225,021 | 45,031 | 4.85% | 5.05% | 41 | +5,457 | 0.45% | Q1 2026 | Apr 08, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 1,200,073 | 44,114 | 9.28% | 9.12% | 42 | +147,928 | 14.06% | Q1 2026 | May 12, 2026 |
| Meredith Wealth Planning | History | Added to | 1,199,622 | 44,098 | 11.95% | 9.92% | 43 | +323,440 | 36.91% | Q1 2026 | Apr 27, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 1,189,187 | 43,714 | 6.89% | 7.07% | 44 | -5,687 | -0.48% | Q1 2026 | Apr 13, 2026 |
| Freedom Investment Management, Inc. | History | Reduced | 1,185,914 | 43,594 | 12.94% | 15.26% | 45 | -194,350 | -14.08% | Q1 2026 | Apr 22, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 1,172,200 | 43,090 | 0.93% | 0.89% | 46 | +186,099 | 18.87% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 1,172,200 | 43,090 | 0.8% | 0.77% | 47 | +186,099 | 18.87% | Q1 2026 | May 06, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 1,092,697 | 42,790 | 0.96% | 1.01% | 48 | +27,120 | 2.55% | Q1 2026 | May 04, 2026 |
| Greenspring Advisors, LLC | History | Added to | 1,145,612 | 42,112 | 2.57% | 2.59% | 49 | +36,224 | 3.27% | Q1 2026 | May 04, 2026 |
| Burton Enright Welch | History | Added to | 1,113,413 | 40,929 | 5.56% | 5.78% | 50 | +34,064 | 3.16% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,095,652 | 40,276 | 0.62% | 0.47% | 51 | +488,515 | 80.46% | Q1 2026 | May 15, 2026 |
| Timonier Family Office, LTD. | History | No change | 1,051,465 | 39,987 | 12.69% | 12.69% | 52 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 1,048,651 | 39,754 | 9.25% | 9.64% | 53 | +38,770 | 3.84% | Q1 2026 | Apr 10, 2026 |
| FULTON BANK, N.A. | History | Added to | 1,080,249 | 39,709 | 1.4% | 1.36% | 54 | +43,393 | 4.19% | Q1 2026 | Apr 24, 2026 |
| Vise Technologies, Inc. | History | No change | 1,028,094 | 39,098 | 0.77% | 0.77% | 55 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 967,302 | 38,595 | 2.3% | 2.26% | 56 | +54,984 | 6.03% | Q1 2026 | May 14, 2026 |
| Grunden Financial Advisory, Inc. | History | No change | 986,709 | 37,524 | 14.66% | 14.66% | 57 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 1,014,748 | 37,302 | 1.16% | 0.99% | 58 | +193,137 | 23.51% | Q1 2026 | Apr 27, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 976,048 | 35,879 | 0.68% | 0.73% | 59 | -36,722 | -3.63% | Q1 2026 | May 01, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 919,939 | 33,816 | 0.33% | 0.35% | 60 | -22,893 | -2.43% | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | Added to | 835,000 | 30,694 | 0.05% | 0.05% | 61 | +29,536 | 3.67% | Q1 2026 | May 14, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 825,016 | 30,327 | 13.3% | 13.43% | 62 | +59,135 | 7.72% | Q1 2026 | Apr 21, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 820,348 | 30,155 | 0.17% | 0.18% | 63 | -33,019 | -3.87% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 781,419 | 28,904 | 0.27% | 0.31% | 64 | +13,638 | 1.78% | Q1 2026 | Apr 07, 2026 |
| STOLZ & ASSOCIATES, PS | History | Added to | 735,902 | 28,589 | 19.95% | 20.19% | 65 | +47,690 | 6.93% | Q1 2026 | Apr 21, 2026 |
| United Wealth Management, LLC | History | Added to | 775,275 | 28,499 | 7.08% | 7.37% | 66 | +25,959 | 3.46% | Q1 2026 | May 01, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 771,141 | 28,347 | 3.74% | 3.79% | 67 | +78,765 | 11.38% | Q1 2026 | May 11, 2026 |
| GeoWealth Management, LLC | History | Added to | 761,437 | 27,990 | 1.01% | 1.03% | 68 | +27,483 | 3.74% | Q1 2026 | May 13, 2026 |
| von Borstel & Associates, Inc. | History | Added to | 753,339 | 27,692 | 6.34% | 6.4% | 69 | +34,919 | 4.86% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 744,849 | 27,380 | 0.15% | 0.15% | 70 | +39,753 | 5.64% | Q1 2026 | May 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 706,915 | 26,883 | 1.3% | 1.27% | 71 | -2,285 | -0.32% | Q1 2026 | Apr 08, 2026 |
| True Wealth Design, LLC | History | Added to | 721,040 | 26,505 | 7.35% | 7.74% | 72 | +26,471 | 3.81% | Q1 2026 | Apr 13, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 717,922 | 26,390 | 2.78% | 2.07% | 73 | +424,158 | 144.39% | Q1 2026 | Apr 17, 2026 |
| Efficient Advisors, LLC | History | Reduced | 715,575 | 26,304 | 1.87% | 2.51% | 74 | -414,462 | -36.68% | Q1 2026 | Apr 29, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 701,173 | 25,778 | 3.22% | 3.42% | 75 | +3,577 | 0.51% | Q1 2026 | May 12, 2026 |
| LVZ, Inc. | History | Reduced | 687,262 | 25,263 | 2.88% | 7.74% | 76 | -1,132,508 | -62.23% | Q1 2026 | Apr 28, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 678,278 | 24,933 | 0.43% | 0.45% | 77 | +8,622 | 1.29% | Q1 2026 | May 04, 2026 |
| Arlington Financial Advisors, LLC | History | Added to | 672,971 | 24,738 | 3.52% | 3.28% | 78 | +70,746 | 11.75% | Q1 2026 | Apr 15, 2026 |
| WPWealth LLP | History | Added to | 670,658 | 24,653 | 3.77% | 3.61% | 79 | +64,264 | 10.6% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 654,862 | 24,072 | 0.03% | 0.03% | 80 | +17,043 | 2.67% | Q1 2026 | Apr 27, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 647,105 | 23,787 | 6.53% | 6.65% | 81 | +34,565 | 5.64% | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 642,119 | 23,604 | 0.9% | 0.85% | 82 | +26,076 | 4.23% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Reduced | 634,956 | 23,340 | 0.11% | 0.22% | 83 | -386,435 | -37.83% | Q1 2026 | May 04, 2026 |
| CVA Family Office, LLC | History | Added to | 633,985 | 23,305 | 2.45% | 2.28% | 84 | +112,498 | 21.57% | Q1 2026 | Apr 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 642,112 | 23,006 | 0.0% | 0.0% | 85 | +141,926 | 28.37% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 613,659 | 22,558 | 0.01% | 0.01% | 86 | -2,037 | -0.33% | Q1 2026 | May 06, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | Added to | 584,326 | 21,479 | 7.27% | 7.59% | 87 | +29,390 | 5.3% | Q1 2026 | Apr 23, 2026 |
| Three Arch Wealth Management LLC | History | Added to | 579,210 | 21,291 | 3.83% | 3.87% | 88 | +35,978 | 6.62% | Q1 2026 | May 06, 2026 |
| Lutz Financial Services LLC | History | Added to | 578,161 | 21,253 | 1.43% | 1.45% | 89 | +15,786 | 2.81% | Q1 2026 | May 04, 2026 |
| Kooman & Associates | History | Added to | 564,766 | 20,760 | 6.19% | 6.22% | 90 | +11,937 | 2.16% | Q1 2026 | Apr 21, 2026 |
| Oceanside Advisors LLC | History | Added to | 564,525 | 20,751 | 11.84% | 12.49% | 91 | +22,945 | 4.24% | Q1 2026 | Apr 28, 2026 |
| Elser Financial Planning, Inc | History | New | 562,024 | 20,637 | 1.0% | — | 92 | +562,024 | New | Q1 2026 | Apr 15, 2026 |
| Premier Financial Group | History | Added to | 544,507 | 20,327 | 3.46% | 5.22% | 93 | +20,531 | 3.92% | Q1 2026 | May 05, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 548,673 | 20,169 | 0.56% | 0.56% | 94 | +25,350 | 4.84% | Q1 2026 | May 12, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 545,526 | 20,053 | 4.87% | 4.93% | 95 | +8,029 | 1.49% | Q1 2026 | May 12, 2026 |
| Opus Capital Group, LLC | History | Added to | 539,414 | 19,829 | 2.13% | 2.2% | 96 | +4,202 | 0.79% | Q1 2026 | Apr 30, 2026 |
| MB Generational Wealth, LLC | History | Reduced | 537,956 | 19,775 | 10.94% | 11.25% | 97 | -20,748 | -3.71% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 531,559 | 19,540 | 0.16% | 0.17% | 98 | +145,136 | 37.56% | Q1 2026 | May 15, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 527,822 | 19,402 | 6.23% | 6.41% | 99 | +39,434 | 8.07% | Q1 2026 | Apr 15, 2026 |
| Mills Wealth Advisors LLC | History | Added to | 509,703 | 18,736 | 6.54% | 7.5% | 100 | +9,780 | 1.96% | Q1 2026 | Apr 24, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Added to | 500,768 | 18,408 | 4.86% | 4.86% | 101 | +12,875 | 2.64% | Q1 2026 | Apr 27, 2026 |
| Foundry Financial LLC | History | Added to | 495,413 | 18,211 | 7.71% | 7.54% | 102 | +117,811 | 31.2% | Q1 2026 | Apr 21, 2026 |
| Tassel Capital Management, Inc. | History | Added to | 494,341 | 18,171 | 9.87% | 10.96% | 103 | +18,240 | 3.83% | Q1 2026 | Apr 21, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | Reduced | 472,628 | 17,373 | 16.36% | 16.01% | 104 | -9,817 | -2.03% | Q1 2026 | May 06, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | Added to | 471,202 | 17,321 | 6.65% | 6.8% | 105 | +9,126 | 1.97% | Q1 2026 | May 15, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 470,386 | 17,291 | 6.65% | 6.74% | 106 | +17,152 | 3.78% | Q1 2026 | May 01, 2026 |
| Envision Financial Planning, LLC | History | Added to | 461,427 | 16,962 | 6.14% | 6.32% | 107 | +22,024 | 5.01% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 457,067 | 16,801 | 0.02% | 0.02% | 108 | -11,460 | -2.45% | Q1 2026 | May 12, 2026 |
| Syverson Strege & Co | History | Added to | 455,686 | 16,751 | 4.03% | 3.99% | 109 | +12,677 | 2.86% | Q1 2026 | May 04, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Added to | 448,326 | 16,480 | 3.03% | 2.92% | 110 | +776 | 0.17% | Q1 2026 | May 12, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 442,179 | 16,254 | 9.31% | 9.77% | 111 | +49,463 | 12.6% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 435,710 | 16,016 | 0.43% | 0.44% | 112 | +77,637 | 21.68% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 430,939 | 15,841 | 0.02% | 0.03% | 113 | -147,763 | -25.53% | Q1 2026 | May 15, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | Added to | 427,843 | 15,727 | 4.5% | 4.51% | 114 | +19,688 | 4.82% | Q1 2026 | Apr 15, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 422,684 | 15,537 | 6.52% | 6.64% | 115 | +28,736 | 7.29% | Q1 2026 | Apr 08, 2026 |
| Level Financial Advisors | History | Added to | 419,389 | 15,416 | 3.93% | 4.08% | 116 | +13,982 | 3.45% | Q1 2026 | Apr 10, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 405,888 | 14,920 | 10.43% | 11.06% | 117 | +14,182 | 3.62% | Q1 2026 | May 12, 2026 |
| TCP Asset Management, LLC | History | Added to | 405,660 | 14,912 | 1.92% | 2.57% | 118 | +3,896 | 0.97% | Q1 2026 | Apr 10, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 403,504 | 14,834 | 0.0% | 0.0% | 119 | -55,530 | -12.1% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 395,577 | 14,541 | 0.19% | 0.19% | 120 | -1,914 | -0.48% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 395,577 | 14,541 | 0.99% | 1.04% | 121 | -1,914 | -0.48% | Q1 2026 | Apr 21, 2026 |
| Burk Holdings LLC | History | Added to | 389,197 | 14,306 | 6.13% | 6.75% | 122 | +17,084 | 4.59% | Q1 2026 | May 07, 2026 |
| Financial Harvest, LLC | History | Added to | 386,120 | 14,193 | 8.36% | 8.33% | 123 | +31,355 | 8.84% | Q1 2026 | May 05, 2026 |
| Austin Asset Management Co Inc | History | Added to | 385,857 | 14,184 | 2.33% | 2.33% | 124 | +13,027 | 3.49% | Q1 2026 | Apr 29, 2026 |
| Foundation Wealth Management, LLC\PA | History | Added to | 379,100 | 13,935 | 4.91% | 4.59% | 125 | +46,537 | 13.99% | Q1 2026 | Apr 21, 2026 |
| 25 LLC | History | Added to | 372,073 | 13,677 | 4.22% | 4.21% | 126 | +23,294 | 6.68% | Q1 2026 | Apr 20, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 361,179 | 13,276 | 2.26% | 2.15% | 127 | +40,099 | 12.49% | Q1 2026 | Apr 15, 2026 |
| Gemmer Asset Management LLC | History | Added to | 357,998 | 13,160 | 1.04% | 1.03% | 128 | +7,693 | 2.2% | Q1 2026 | Apr 22, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 357,127 | 13,127 | 6.84% | 6.72% | 129 | +31,681 | 9.73% | Q1 2026 | Apr 20, 2026 |
| MATAURO, LLC | History | Reduced | 356,644 | 13,110 | 1.89% | 2.36% | 130 | -55,385 | -13.44% | Q1 2026 | Apr 22, 2026 |
| SB Capital Management Inc | History | No change | 342,515 | 13,025 | 4.77% | 4.77% | 131 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Applied Capital LLC | History | Added to | 351,635 | 12,926 | 4.83% | 4.94% | 132 | +14,090 | 4.17% | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 346,257 | 12,728 | 0.03% | 0.01% | 133 | +207,450 | 149.45% | Q1 2026 | Apr 30, 2026 |
| Cerity Partners LLC | History | Added to | 343,961 | 12,643 | 0.02% | 0.0% | 134 | +325,585 | 1771.79% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Added to | 341,262 | 12,545 | 5.36% | 5.44% | 135 | +11,781 | 3.58% | Q1 2026 | May 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 338,955 | 12,460 | 2.01% | 1.45% | 136 | +57,150 | 20.28% | Q1 2026 | May 15, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 333,490 | 12,259 | 1.29% | 1.79% | 137 | -22,170 | -6.23% | Q1 2026 | Apr 23, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 333,173 | 12,247 | 0.09% | 0.09% | 138 | +5,659 | 1.73% | Q1 2026 | May 12, 2026 |
| Parkshore Wealth Management, Inc. | History | Added to | 332,395 | 12,218 | 4.08% | 3.87% | 139 | +61,420 | 22.67% | Q1 2026 | May 13, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Added to | 329,334 | 12,106 | 3.62% | 3.73% | 140 | +7,131 | 2.21% | Q1 2026 | Apr 10, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 323,976 | 11,909 | 3.99% | 5.25% | 141 | -69,203 | -17.6% | Q1 2026 | May 05, 2026 |
| M Holdings Securities, Inc. | History | Added to | 301,920 | 11,697 | 0.79% | 0.82% | 142 | +2,147 | 0.72% | Q1 2026 | May 12, 2026 |
| GK Wealth Management LLC | History | New | 309,770 | 11,099 | 9.66% | — | 144 | +309,770 | New | Q1 2026 | Apr 07, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | Added to | 309,770 | 11,099 | 9.66% | 9.77% | 143 | +34,831 | 12.67% | Q1 2026 | Apr 07, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | Added to | 299,351 | 11,000 | 3.76% | 3.51% | 145 | +43,536 | 17.02% | Q1 2026 | Apr 14, 2026 |
| Abel Hall, LLC | History | Added to | 290,952 | 10,695 | 2.28% | 2.51% | 146 | +8,137 | 2.88% | Q1 2026 | Apr 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 287,882 | 10,582 | 0.0% | — | 147 | +287,882 | New | Q1 2026 | May 13, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Added to | 286,353 | 10,526 | 6.84% | 6.96% | 148 | +2,445 | 0.86% | Q1 2026 | Apr 29, 2026 |
| RFG Advisory, LLC | History | Reduced | 284,993 | 10,476 | 0.19% | 0.24% | 149 | -52,708 | -15.61% | Q1 2026 | Apr 17, 2026 |
| Invst, LLC | History | Reduced | 279,566 | 10,276 | 1.16% | 1.16% | 150 | -1,464 | -0.52% | Q1 2026 | May 13, 2026 |
| Edge Financial Advisors LLC | History | No change | 265,613 | 10,101 | 4.25% | 4.25% | 151 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 271,845 | 9,993 | 3.75% | 3.66% | 152 | +4,980 | 1.87% | Q1 2026 | May 08, 2026 |
| Vestment Financial LLC | History | Added to | 253,005 | 9,950 | 4.69% | 4.86% | 153 | +10,642 | 4.39% | Q1 2026 | May 01, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 269,074 | 9,891 | 0.16% | 0.21% | 154 | -9,196 | -3.3% | Q1 2026 | May 18, 2026 |
| RCS Financial Planning, LLC | History | Reduced | 258,740 | 9,511 | 4.93% | 4.37% | 155 | -7,848 | -2.94% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 258,217 | 9,492 | 0.03% | 0.02% | 156 | +33,584 | 14.95% | Q1 2026 | May 04, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 256,844 | 9,441 | 0.02% | 0.02% | 157 | -4,578 | -1.75% | Q1 2026 | May 14, 2026 |
| VANCE WEALTH, LLC | History | Added to | 256,470 | 9,427 | 2.72% | 2.83% | 158 | +6,207 | 2.48% | Q1 2026 | May 15, 2026 |
| Trailhead Planners LLC | History | Added to | 254,968 | 9,372 | 8.99% | 9.02% | 159 | +13,438 | 5.56% | Q1 2026 | May 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 254,484 | 9,354 | 0.08% | 0.09% | 160 | -50,643 | -16.6% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 251,920 | 9,260 | 0.48% | 0.48% | 161 | +17,157 | 7.31% | Q1 2026 | Apr 17, 2026 |
| Kaufman Rossin Wealth, LLC | History | Added to | 247,948 | 9,114 | 5.22% | 4.45% | 162 | +23,222 | 10.33% | Q1 2026 | Apr 17, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 246,399 | 9,057 | 1.78% | 1.77% | 163 | +16,837 | 7.33% | Q1 2026 | May 12, 2026 |
| WorthPointe, LLC | History | Added to | 245,517 | 9,025 | 2.44% | 1.49% | 164 | +96,622 | 64.89% | Q1 2026 | May 12, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 244,817 | 8,999 | 0.4% | 0.21% | 165 | +126,677 | 107.23% | Q1 2026 | May 12, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 241,805 | 8,888 | 0.28% | 0.29% | 166 | +5,640 | 2.39% | Q1 2026 | Apr 08, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 236,328 | 8,687 | 5.84% | 5.98% | 167 | +5,545 | 2.4% | Q1 2026 | Apr 16, 2026 |
| CSP Financial Group, LLC | History | New | 234,162 | 8,607 | 8.81% | — | 168 | +234,162 | New | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 231,443 | 8,507 | 0.03% | 0.03% | 169 | +29,547 | 14.63% | Q1 2026 | Apr 30, 2026 |
| Lynch Investment Planning, LLC | History | Added to | 230,498 | 8,473 | 7.61% | 8.4% | 170 | +28 | 0.01% | Q1 2026 | May 12, 2026 |
| Composition Wealth, LLC | History | Added to | 229,565 | 8,438 | 0.12% | 0.11% | 171 | +23,209 | 11.25% | Q1 2026 | Apr 08, 2026 |
| Sollinda Capital Management LLC | History | Added to | 226,599 | 8,329 | 2.02% | 2.0% | 172 | +20,329 | 9.86% | Q1 2026 | Apr 30, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Reduced | 224,596 | 8,256 | 1.09% | 1.29% | 173 | -15,403 | -6.42% | Q1 2026 | Apr 13, 2026 |
| Betterment LLC | History | Added to | 224,358 | 8,247 | 0.02% | 0.02% | 174 | +12,950 | 6.13% | Q1 2026 | May 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 221,807 | 8,153 | 0.65% | 0.69% | 175 | +15 | 0.01% | Q1 2026 | May 15, 2026 |
| Warburton Capital Management, LLC | History | Added to | 212,017 | 8,075 | 3.94% | 3.37% | 176 | +54,917 | 34.96% | Q1 2026 | May 01, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 211,244 | 7,765 | 2.28% | 2.29% | 177 | -4,343 | -2.01% | Q1 2026 | Apr 21, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 209,990 | 7,719 | 0.88% | 1.01% | 178 | -17,190 | -7.57% | Q1 2026 | Apr 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 208,418 | 7,661 | 0.01% | 0.01% | 179 | +29,614 | 16.56% | Q1 2026 | May 15, 2026 |
| Sanchez Levi Garrett | History | New | 204,197 | 7,506 | 4.71% | — | 180 | +204,197 | New | Q1 2026 | May 15, 2026 |
| Kestra Investment Management, LLC | History | Added to | 198,262 | 7,288 | 0.13% | 0.09% | 181 | +104,982 | 112.55% | Q1 2026 | May 11, 2026 |
| Security Financial Services, INC. | History | No change | 191,583 | 7,285 | 1.14% | 1.14% | 182 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| TABLEAUX LLC | History | Added to | 195,605 | 7,190 | 3.48% | 3.89% | 183 | +54,469 | 38.59% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 195,461 | 7,185 | 0.03% | 0.03% | 184 | +30,957 | 18.82% | Q1 2026 | Apr 24, 2026 |
| AA Financial Advisors, LLC | History | New | 192,213 | 7,065 | 1.0% | — | 185 | +192,213 | New | Q1 2026 | Apr 20, 2026 |
| Disciplined Investments, LLC | History | Added to | 191,629 | 7,044 | 2.53% | 2.42% | 186 | +26,244 | 15.87% | Q1 2026 | May 12, 2026 |
| REDW Wealth LLC | History | Reduced | 186,624 | 6,860 | 2.74% | 3.54% | 187 | -57,272 | -23.48% | Q1 2026 | May 07, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 186,599 | 6,859 | 0.07% | — | 188 | +186,599 | New | Q1 2026 | Apr 20, 2026 |
| ArborFi Advisors, LLC | History | Added to | 183,764 | 6,755 | 5.51% | 5.59% | 189 | +2,748 | 1.52% | Q1 2026 | Apr 29, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 181,200 | 6,660 | 0.69% | 1.09% | 190 | -94,594 | -34.3% | Q1 2026 | Apr 13, 2026 |
| Waycross Investment Management Co | History | Reduced | 180,480 | 6,634 | 6.34% | 6.41% | 191 | -11,127 | -5.81% | Q1 2026 | Apr 13, 2026 |
| AlTi Global, Inc. | History | Reduced | 176,300 | 6,505 | 0.14% | 0.85% | 192 | -861,100 | -83.01% | Q1 2026 | May 07, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 172,151 | 6,328 | 0.52% | 0.46% | 193 | +35,392 | 25.88% | Q1 2026 | May 05, 2026 |
| E-Wealth Partners, LLC | History | No change | 164,206 | 6,244 | 5.25% | 5.25% | 194 | 0 | 0.0% | Q4 2025 | May 13, 2026 |
| Vested Financial Planning, LLC | History | Added to | 168,632 | 6,198 | 4.72% | 4.92% | 195 | +618 | 0.37% | Q1 2026 | Apr 16, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 168,601 | 6,197 | 0.01% | 0.01% | 196 | +5,091 | 3.11% | Q1 2026 | May 14, 2026 |
| BluePrint Investing LLC | History | Added to | 167,661 | 6,163 | 4.91% | 5.04% | 197 | +1,216 | 0.73% | Q1 2026 | Apr 22, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 166,648 | 6,125 | 3.51% | 3.59% | 198 | +14,117 | 9.26% | Q1 2026 | Apr 23, 2026 |
| Shore Point Advisors, LLC | History | Added to | 200,401 | 6,078 | 2.4% | 2.58% | 199 | +8,105 | 4.21% | Q1 2026 | Apr 08, 2026 |
| Entelevest, LLC | History | Added to | 165,026 | 6,066 | 6.07% | 5.43% | 200 | +22,663 | 15.92% | Q1 2026 | May 04, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 161,674 | 5,943 | 0.98% | 1.06% | 201 | -410 | -0.25% | Q1 2026 | May 08, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 150,153 | 5,884 | 1.66% | 1.61% | 202 | +20,971 | 16.23% | Q1 2026 | Apr 27, 2026 |
| Aspen Wealth Management LLC | History | Added to | 157,688 | 5,796 | 1.16% | 0.92% | 203 | +42,142 | 36.47% | Q1 2026 | Apr 01, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 148,891 | 5,645 | 0.51% | 0.36% | 204 | +49,972 | 50.52% | Q1 2026 | Apr 29, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Added to | 151,159 | 5,556 | 3.76% | 3.17% | 205 | +29,155 | 23.9% | Q1 2026 | Apr 30, 2026 |
| Parkwoods Wealth Partners, LLC | History | Added to | 150,903 | 5,547 | 1.36% | 0.95% | 206 | +65,899 | 77.52% | Q1 2026 | Apr 13, 2026 |
| Financial Connections Group, Inc. | History | Added to | 150,502 | 5,532 | 1.92% | 1.74% | 207 | +17,285 | 12.98% | Q1 2026 | May 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 149,466 | 5,372 | 0.0% | 0.0% | 208 | +41,198 | 38.05% | Q1 2026 | May 15, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 145,925 | 5,364 | 1.56% | 1.33% | 209 | +28,757 | 24.54% | Q1 2026 | Apr 30, 2026 |
| GEM Asset Management, LLC | History | Added to | 142,442 | 5,236 | 2.31% | 2.1% | 210 | +19,405 | 15.77% | Q1 2026 | Apr 10, 2026 |
| Waterfront Wealth Inc. | History | Added to | 142,358 | 5,233 | 0.96% | 0.76% | 211 | +38,277 | 36.78% | Q1 2026 | Apr 30, 2026 |
| Corus Family Wealth Advisors | History | Added to | 135,083 | 4,965 | 4.04% | 3.49% | 212 | +20,140 | 17.52% | Q1 2026 | Apr 28, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 129,529 | 4,761 | 1.15% | 1.3% | 213 | -13,169 | -9.23% | Q1 2026 | May 01, 2026 |
| BetterWealth, LLC | History | Reduced | 128,950 | 4,740 | 0.93% | 1.16% | 214 | -4,579 | -3.43% | Q1 2026 | Apr 24, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 128,831 | 4,735 | 0.11% | 0.12% | 215 | -2,494 | -1.9% | Q1 2026 | May 15, 2026 |
| HMV Wealth Advisors, LLC | History | Added to | 127,195 | 4,675 | 2.2% | 1.92% | 216 | +26,440 | 26.24% | Q1 2026 | Apr 14, 2026 |
| Emprise Bank | History | Added to | 126,414 | 4,646 | 1.86% | 1.1% | 217 | +56,784 | 81.55% | Q1 2026 | Apr 20, 2026 |
| Cherry Tree Wealth Management, LLC | History | Added to | 123,935 | 4,555 | 0.96% | 0.96% | 218 | +4,357 | 3.64% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 123,716 | 4,547 | 0.0% | 0.0% | 219 | +46,567 | 60.36% | Q1 2026 | May 12, 2026 |
| Strategent Financial, LLC | History | Added to | 116,876 | 4,296 | 2.92% | 2.43% | 220 | +15,775 | 15.6% | Q1 2026 | Apr 20, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | Added to | 116,673 | 4,288 | 0.64% | 0.54% | 221 | +26,814 | 29.84% | Q1 2026 | Apr 14, 2026 |
| Blue Trust, Inc. | History | Added to | 115,577 | 4,248 | 0.05% | 0.05% | 222 | +3,776 | 3.38% | Q1 2026 | Apr 20, 2026 |
| L & S Advisors Inc | History | Added to | 114,917 | 4,224 | 0.53% | 0.4% | 223 | +961 | 0.84% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 114,274 | 4,200 | 0.31% | 0.3% | 224 | +3,258 | 2.93% | Q1 2026 | May 05, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 112,093 | 4,120 | 1.86% | 1.9% | 225 | +3,543 | 3.26% | Q1 2026 | May 11, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Added to | 111,011 | 4,080 | 2.51% | 2.55% | 226 | +4,057 | 3.79% | Q1 2026 | Apr 22, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 109,843 | 4,037 | 0.08% | 0.08% | 227 | +2,801 | 2.62% | Q1 2026 | Apr 15, 2026 |
| PFG Advisors | History | Added to | 109,273 | 4,016 | 0.2% | 0.19% | 228 | +7,670 | 7.55% | Q1 2026 | May 05, 2026 |
| BDFS Capital LLC | History | Added to | 107,102 | 3,937 | 1.89% | 1.94% | 229 | +6,260 | 6.21% | Q1 2026 | Apr 15, 2026 |
| Integrity Investment Advisors, LLC | History | Added to | 107,089 | 3,936 | 2.13% | 2.22% | 230 | +917 | 0.86% | Q1 2026 | Apr 29, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 106,979 | 3,932 | 0.12% | 0.38% | 231 | -162,694 | -60.33% | Q1 2026 | May 15, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 103,445 | 3,802 | 1.4% | 1.31% | 232 | +14,363 | 16.12% | Q1 2026 | Apr 28, 2026 |
| City State Bank | History | Added to | 103,287 | 3,796 | 0.99% | 0.81% | 233 | +25,448 | 32.69% | Q1 2026 | Apr 20, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 103,085 | 3,789 | 0.3% | 0.3% | 234 | +1,113 | 1.09% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 101,874 | 3,744 | 0.0% | 0.0% | 235 | +21,819 | 27.26% | Q1 2026 | May 15, 2026 |
| Thayer Financial, L.L.C. | History | Added to | 100,361 | 3,689 | 3.76% | 3.82% | 236 | +5,255 | 5.53% | Q1 2026 | Apr 13, 2026 |
| MORGAN STANLEY | History | Reduced | 98,317 | 3,614 | 0.0% | 0.0% | 237 | -5,213 | -5.04% | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | Added to | 97,852 | 3,597 | 1.79% | 1.89% | 238 | +559 | 0.57% | Q1 2026 | Apr 30, 2026 |
| Friday Financial | History | Added to | 97,447 | 3,582 | 1.23% | 1.21% | 239 | +7,234 | 8.02% | Q1 2026 | Apr 16, 2026 |
| Evanson Asset Management, LLC | History | Added to | 96,671 | 3,553 | 0.19% | 0.18% | 240 | +7,858 | 8.85% | Q1 2026 | Apr 08, 2026 |
| Two West Capital Advisors LLC | History | Reduced | 89,797 | 3,498 | 1.85% | 1.99% | 241 | -386 | -0.43% | Q1 2026 | May 04, 2026 |
| Connecticut Capital Management Group, LLC | History | Reduced | 95,053 | 3,494 | 3.3% | 3.59% | 242 | -3,488 | -3.54% | Q1 2026 | Apr 10, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 93,533 | 3,438 | 1.38% | 1.37% | 243 | +5,477 | 6.22% | Q1 2026 | Apr 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 93,410 | 3,433 | 0.0% | 0.0% | 244 | +23,599 | 33.8% | Q1 2026 | May 07, 2026 |
| HBE Wealth Management, LLC | History | Added to | 91,116 | 3,349 | 2.92% | 2.91% | 245 | +9,917 | 12.21% | Q1 2026 | Apr 28, 2026 |
| Austin Private Wealth, LLC | History | No change | 87,009 | 3,308 | 0.25% | 0.25% | 246 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| McCartney Wealth Management LLC | History | Added to | 89,113 | 3,275 | 2.76% | 2.85% | 247 | +2,295 | 2.64% | Q1 2026 | May 11, 2026 |
| Intelligence Driven Advisers, LLC | History | Reduced | 86,632 | 3,184 | 0.56% | 0.5% | 248 | -5,567 | -6.04% | Q1 2026 | May 15, 2026 |
| Summit Wealth Group, LLC | History | Added to | 86,330 | 3,173 | 0.73% | 0.74% | 249 | +3,413 | 4.12% | Q1 2026 | May 04, 2026 |
| Caprock Group, LLC | History | Added to | 84,910 | 3,121 | 0.08% | 0.07% | 250 | +89 | 0.1% | Q1 2026 | May 11, 2026 |
| Capstone Wealth Management, Inc. | History | Added to | 82,028 | 3,039 | 2.58% | 2.73% | 251 | +18 | 0.02% | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 82,493 | 3,032 | 1.05% | 0.98% | 252 | +11,153 | 15.63% | Q1 2026 | Apr 23, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 82,005 | 3,014 | 1.63% | 1.74% | 253 | +2,382 | 2.99% | Q1 2026 | May 14, 2026 |
| XY Planning Network, Inc. | History | Added to | 81,277 | 3,006 | 0.48% | 0.51% | 254 | +4,265 | 5.54% | Q1 2026 | Apr 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 79,894 | 2,936 | 0.01% | 0.01% | 255 | -13,573 | -14.52% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 75,873 | 2,789 | 0.02% | 0.03% | 256 | -18,666 | -19.74% | Q1 2026 | May 01, 2026 |
| Investmark Advisory Group LLC | History | Reduced | 75,888 | 2,789 | 1.19% | 1.23% | 257 | -262 | -0.34% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 75,278 | 2,767 | 0.04% | 0.01% | 258 | +56,422 | 299.23% | Q1 2026 | Apr 07, 2026 |
| Boyce & Associates Wealth Consulting, Inc. | History | Added to | 74,618 | 2,742 | 2.08% | 2.38% | 259 | +23 | 0.03% | Q1 2026 | Apr 13, 2026 |
| Focus Financial Network, Inc. | History | Added to | 73,772 | 2,711 | 0.1% | 0.09% | 260 | +5,218 | 7.61% | Q1 2026 | Apr 14, 2026 |
| NWAM LLC | History | Added to | 70,841 | 2,604 | 0.15% | 0.14% | 261 | +3,357 | 4.97% | Q1 2026 | May 04, 2026 |
| Vantage Point Financial LLC | History | Added to | 70,119 | 2,577 | 0.9% | 0.94% | 262 | +713 | 1.03% | Q1 2026 | May 01, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 68,886 | 2,532 | 0.0% | 0.0% | 263 | -9,782 | -12.43% | Q1 2026 | Apr 27, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 67,892 | 2,495 | 0.19% | 0.18% | 264 | +8,762 | 14.82% | Q1 2026 | Apr 22, 2026 |
| Coston, McIsaac & Partners | History | Added to | 67,426 | 2,478 | 0.56% | 0.56% | 265 | +3,482 | 5.45% | Q1 2026 | Apr 22, 2026 |
| Daner Wealth Management, LLC | History | Added to | 62,213 | 2,477 | 1.46% | 1.04% | 266 | +18,897 | 43.63% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 66,669 | 2,450 | 0.0% | 0.0% | 267 | +16,893 | 33.94% | Q1 2026 | May 11, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 64,636 | 2,376 | 1.98% | 2.09% | 268 | +887 | 1.39% | Q1 2026 | Apr 14, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 64,394 | 2,367 | 0.17% | 0.18% | 269 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Atria Investments, Inc | History | New | 62,809 | 2,308 | 0.03% | — | 270 | +62,809 | New | Q1 2026 | May 05, 2026 |
| First Heartland Consultants, Inc. | History | New | 62,630 | 2,302 | 0.18% | — | 271 | +62,630 | New | Q1 2026 | Apr 08, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 61,171 | 2,248 | 0.18% | 0.18% | 272 | -1,356 | -2.17% | Q1 2026 | Apr 06, 2026 |
| CHOREO, LLC | History | Added to | 60,334 | 2,217 | 0.03% | 0.0% | 273 | +52,603 | 680.42% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 59,314 | 2,179 | 0.04% | 0.04% | 274 | +11,263 | 23.44% | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 59,226 | 2,177 | 0.0% | 0.0% | 275 | -43,724 | -42.47% | Q1 2026 | May 15, 2026 |
| Everest Management Corp. | History | Added to | 59,190 | 2,175 | 1.1% | 0.52% | 276 | +34,797 | 142.65% | Q1 2026 | May 06, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 57,674 | 2,120 | 0.12% | 0.09% | 277 | +13,218 | 29.73% | Q1 2026 | May 14, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 57,465 | 2,112 | 0.12% | 0.15% | 278 | -8,335 | -12.67% | Q1 2026 | Apr 30, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 57,076 | 2,098 | 0.77% | 0.82% | 279 | -773 | -1.34% | Q1 2026 | Apr 09, 2026 |
| RAM Investment Partners, LLC | History | Added to | 57,031 | 2,096 | 0.37% | 0.18% | 280 | +30,631 | 116.03% | Q1 2026 | May 04, 2026 |
| VIAWEALTH, LLC | History | Reduced | 56,826 | 2,088 | 1.16% | 1.22% | 281 | -379 | -0.66% | Q1 2026 | May 11, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | Reduced | 56,359 | 2,071 | 0.4% | 0.46% | 282 | -3,693 | -6.15% | Q1 2026 | Apr 24, 2026 |
| Wolfstich Capital, LLC | History | Reduced | 57,708 | 2,067 | 1.81% | 2.47% | 283 | -12,710 | -18.05% | Q1 2026 | Apr 21, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 55,685 | 2,046 | 1.25% | 1.08% | 284 | +10,486 | 23.2% | Q1 2026 | Apr 21, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Added to | 55,194 | 2,028 | 0.63% | 0.64% | 285 | +141 | 0.26% | Q1 2026 | Apr 20, 2026 |
| Kane Co Wealth Management, Inc. | History | Added to | 54,864 | 2,016 | 1.7% | 1.51% | 286 | +9,947 | 22.15% | Q1 2026 | Apr 21, 2026 |
| Everest Financial Group LLC | History | New | 54,441 | 2,001 | 0.33% | — | 287 | +54,441 | New | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 52,208 | 1,985 | 0.07% | 0.07% | 288 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 53,966 | 1,983 | 0.01% | 0.0% | 289 | +47,131 | 689.55% | Q1 2026 | Apr 15, 2026 |
| MSA Advisors, LLC | History | New | 53,725 | 1,974 | 0.59% | — | 290 | +53,725 | New | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 52,763 | 1,939 | 0.02% | 0.01% | 291 | +19,261 | 57.49% | Q1 2026 | Apr 16, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 50,550 | 1,858 | 0.42% | 0.44% | 292 | +352 | 0.7% | Q1 2026 | Apr 27, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 48,233 | 1,834 | 0.62% | 0.62% | 293 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 49,586 | 1,822 | 0.22% | 0.15% | 294 | +16,336 | 49.13% | Q1 2026 | May 04, 2026 |
| K2 Financial Inc. | History | Reduced | 45,225 | 1,771 | 1.29% | 1.37% | 295 | -1,131 | -2.44% | Q1 2026 | Apr 28, 2026 |
| Accretive Wealth Partners, LLC | History | New | 46,158 | 1,696 | 0.48% | — | 296 | +46,158 | New | Q1 2026 | Apr 22, 2026 |
| Balance Wealth, LLC | History | Reduced | 45,620 | 1,676 | 0.52% | 0.57% | 297 | -704 | -1.52% | Q1 2026 | Apr 20, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 44,382 | 1,631 | 0.01% | 0.01% | 298 | +102 | 0.23% | Q1 2026 | May 14, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 44,164 | 1,623 | 0.97% | 0.95% | 299 | +2,347 | 5.61% | Q1 2026 | Apr 15, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 43,715 | 1,606 | 1.16% | 1.11% | 300 | +3,839 | 9.63% | Q1 2026 | May 07, 2026 |