DBX ETF TRUST - DBEF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | History | No change | 20,274,024 | 1,107,569 | 0.1% | 0.1% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 14,746,987 | 805,864 | 0.16% | 0.16% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 7,627,325 | 416,680 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 7,558,741 | 412,934 | 0.22% | 0.22% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 6,420,823 | 350,769 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 4,118,593 | 224,998 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 3,700,909 | 202,180 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,436,849 | 187,755 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 2,948,233 | 161,061 | 0.22% | 0.22% | 9 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,561,798 | 139,951 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 2,194,902 | 119,558 | 0.66% | 0.66% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,723,400 | 94,149 | 0.09% | 0.09% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 1,548,761 | 84,607 | 5.67% | 5.67% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAINEY & RANDALL WEALTH ADVISORS INC. | History | No change | 1,536,270 | 83,926 | 11.99% | 11.99% | 14 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bleakley Financial Group, LLC | History | No change | 1,515,254 | 82,778 | 1.05% | 1.05% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 1,357,358 | 74,152 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,177,929 | 64,350 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,168,746 | 64,012 | 0.11% | 0.11% | 18 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,157,495 | 63,233 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,039,845 | 56,818 | 0.07% | 0.07% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 999,862 | 54,622 | 0.25% | 0.25% | 21 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FIFTH THIRD BANCORP | History | No change | 891,377 | 48,695 | 0.08% | 0.08% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HSBC HOLDINGS PLC | History | No change | 835,649 | 45,651 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 816,607 | 44,611 | 0.85% | 0.85% | 24 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Crewe Advisors LLC | History | No change | 778,666 | 42,538 | 3.08% | 3.08% | 25 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 774,190 | 42,294 | 0.05% | 0.05% | 26 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Focus Partners Wealth | History | No change | 722,324 | 39,460 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 710,977 | 39,068 | 6.36% | 6.48% | 28 | +1,146 | 0.16% | Q3 2026 | Oct 08, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 714,452 | 39,030 | 0.26% | 0.26% | 29 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| SACHEM HILL LLC | History | No change | 702,551 | 38,380 | 6.82% | 6.82% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 660,945 | 36,107 | 0.05% | 0.05% | 31 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 626,121 | 34,204 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 592,529 | 32,369 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COFG Advisors, LLC | History | No change | 565,697 | 30,904 | 5.33% | 5.33% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESCAP Management Group, Inc. | History | No change | 555,769 | 30,361 | 5.67% | 5.67% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 551,470 | 30,126 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMERCE BANK | History | No change | 528,683 | 28,881 | 0.13% | 0.13% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 512,699 | 28,009 | 0.06% | 0.06% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Reduced | 482,616 | 26,519 | 8.0% | 8.38% | 39 | -7,420 | -1.51% | Q3 2026 | Oct 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 484,683 | 26,478 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Blankinship & Foster, LLC | History | No change | 483,179 | 26,396 | 5.33% | 5.33% | 41 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Baird Financial Group, Inc. | History | No change | 468,146 | 25,574 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| High Note Wealth, LLC | History | No change | 441,230 | 24,104 | 4.11% | 4.11% | 43 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 428,249 | 23,326 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Insights, Inc. | History | No change | 402,788 | 22,004 | 5.79% | 5.79% | 45 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Odyssey Group, LLC | History | No change | 361,979 | 19,774 | 5.35% | 5.35% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 354,997 | 19,507 | 4.38% | 4.36% | 47 | +1,070 | 0.3% | Q3 2026 | Oct 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 359,111 | 19,384 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Annex Advisory Services, LLC | History | No change | 345,799 | 18,891 | 0.32% | 0.32% | 49 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Wellington Grp LLC | History | No change | 333,089 | 18,196 | 4.81% | 4.81% | 50 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 330,079 | 18,032 | 4.09% | 4.09% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | No change | 317,938 | 17,368 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dala Group, LLC | History | No change | 292,393 | 15,973 | 13.16% | 13.16% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VICUS CAPITAL | History | No change | 284,673 | 15,551 | 1.0% | 1.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 263,168 | 14,376 | 0.07% | 0.07% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tradition Wealth Management, LLC | History | No change | 261,372 | 14,278 | 0.87% | 0.87% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 261,305 | 14,275 | 0.12% | 0.12% | 57 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 257,043 | 14,116 | 1.75% | 1.75% | 58 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ethos Financial Group, LLC | History | No change | 257,514 | 14,029 | 0.94% | 0.94% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Embree Financial Group | History | No change | 239,837 | 13,102 | 1.31% | 1.31% | 60 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 226,780 | 12,388 | 1.07% | 1.07% | 61 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 225,882 | 12,339 | 0.08% | 0.08% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Advisory Team LLC | History | No change | 223,278 | 12,197 | 9.92% | 9.92% | 63 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 219,312 | 11,981 | 1.75% | 1.75% | 64 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 218,585 | 11,941 | 0.12% | 0.12% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| World Investment Advisors | History | No change | 238,385 | 11,789 | 0.2% | 0.2% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 202,503 | 11,062 | 4.83% | 4.83% | 67 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 200,905 | 10,975 | 0.39% | 0.39% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 198,679 | 10,853 | 0.07% | 0.07% | 69 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 195,216 | 10,727 | 0.08% | 0.08% | 70 | -1,188 | -0.6% | Q3 2026 | Oct 08, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | No change | 190,058 | 10,382 | 2.56% | 2.56% | 71 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 178,344 | 9,742 | 0.23% | 0.23% | 72 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 171,917 | 9,391 | 0.11% | 0.11% | 73 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CENTRAL TRUST Co | History | No change | 169,902 | 9,281 | 0.17% | 0.17% | 74 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Carter Financial Group, INC. | History | No change | 159,889 | 8,734 | 4.53% | 4.53% | 75 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 159,392 | 8,707 | 0.72% | 0.72% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 158,894 | 8,680 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Janney Montgomery Scott LLC | History | No change | 158,834 | 8,677 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ruggaard & Associates LLC | History | No change | 155,517 | 8,495 | 3.05% | 3.05% | 79 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 154,447 | 8,437 | 0.4% | 0.4% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hilltop Partners LLC | History | No change | 154,091 | 8,417 | 2.04% | 2.04% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewSquare Capital LLC | History | No change | 152,567 | 8,334 | 0.62% | 0.62% | 82 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 149,954 | 8,192 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 147,243 | 8,043 | 0.08% | 0.08% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 147,023 | 8,031 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Unique Wealth Strategies, LLC | History | No change | 146,793 | 8,019 | 2.91% | 2.91% | 86 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Investors Research Corp | History | Added to | 145,488 | 7,994 | 1.4% | 1.34% | 87 | +7,912 | 5.75% | Q3 2026 | Oct 07, 2026 |
| Alexis Investment Partners, LLC | History | No change | 139,123 | 7,578 | 4.43% | 4.43% | 88 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Schorn Wealth LLC | History | No change | 135,091 | 7,380 | 1.93% | 1.93% | 89 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IHT Wealth Management, LLC | History | No change | 134,639 | 7,355 | 0.16% | 0.16% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 133,921 | 7,316 | 0.07% | 0.07% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cooper Financial Group | History | Reduced | 126,005 | 6,923 | 0.55% | 0.62% | 93 | -10,197 | -7.49% | Q3 2026 | Oct 07, 2026 |
| Forefront Analytics, LLC | History | No change | 126,734 | 6,923 | 7.52% | 7.52% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Next Level Private LLC | History | No change | 122,896 | 6,713 | 1.31% | 1.31% | 94 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Hartford Financial Management Inc. | History | No change | 122,034 | 6,666 | 1.49% | 1.49% | 95 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | No change | 121,145 | 6,618 | 1.61% | 1.61% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 119,025 | 6,502 | 0.07% | 0.07% | 97 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | No change | 118,476 | 6,472 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Holos Integrated Wealth LLC | History | No change | 115,236 | 6,309 | 2.95% | 2.95% | 99 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Chesapeake Wealth Management | History | No change | 115,430 | 6,305 | 1.77% | 1.77% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAINIER FAMILY WEALTH INC | History | No change | 113,401 | 6,195 | 3.52% | 3.52% | 101 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MAI Capital Management | History | No change | 111,384 | 6,084 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tactive Advisors, LLC | History | Added to | 110,410 | 6,067 | 1.46% | 1.2% | 103 | +20,997 | 23.48% | Q3 2026 | Oct 08, 2026 |
| Steelhead Wealth Management LLC | History | No change | 110,301 | 6,025 | 2.43% | 2.43% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Columbus Macro, LLC | History | No change | 103,958 | 5,679 | 0.55% | 0.55% | 105 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | No change | 103,675 | 5,663 | 0.06% | 0.06% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversify Advisory Services, LLC | History | No change | 102,585 | 5,642 | 0.09% | 0.09% | 107 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 102,585 | 5,642 | 0.09% | 0.09% | 108 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Savvy Advisors, Inc. | History | No change | 99,175 | 5,417 | 0.12% | 0.12% | 109 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Philadelphia Investment Partners, LLC | History | No change | 98,125 | 5,360 | 3.34% | 3.34% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | No change | 91,771 | 5,013 | 0.2% | 0.2% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 90,668 | 4,982 | 2.93% | 2.57% | 112 | +12,354 | 15.77% | Q3 2026 | Oct 01, 2026 |
| Ipsen Advisor Group LLC | History | No change | 90,144 | 4,924 | 3.17% | 3.17% | 113 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HBK Sorce Advisory LLC | History | No change | 87,396 | 4,873 | 0.09% | 0.09% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Chris Bulman Inc | History | No change | 88,483 | 4,833 | 1.76% | 1.76% | 115 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 87,178 | 4,762 | 0.13% | 0.13% | 116 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Summa Corp. | History | No change | 85,816 | 4,688 | 1.47% | 1.47% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Certified Advisory Corp | History | No change | 84,242 | 4,602 | 0.37% | 0.37% | 118 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 81,571 | 4,456 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 80,015 | 4,371 | 0.08% | 0.08% | 120 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EP Wealth Advisors, LLC | History | No change | 79,798 | 4,359 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prospera Financial Services Inc | History | No change | 76,182 | 4,162 | 0.06% | 0.06% | 122 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 76,144 | 4,159 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quantinno Capital Management LP | History | No change | 75,891 | 4,145 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlphaCore Capital LLC | History | No change | 74,674 | 4,079 | 0.07% | 0.07% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Csenge Advisory Group | History | No change | 73,852 | 4,034 | 0.16% | 0.16% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 70,643 | 3,859 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 70,631 | 3,858 | 0.06% | 0.06% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sage Capital Management, LLC | History | No change | 70,377 | 3,845 | 1.5% | 1.5% | 129 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FMR LLC | History | No change | 69,087 | 3,774 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | History | No change | 72,382 | 3,693 | 2.77% | 2.77% | 131 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Brookstone Capital Management | History | No change | 67,484 | 3,686 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| National Philanthropic Trust | History | No change | 67,474 | 3,686 | 0.05% | 0.05% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goldstein Advisors, LLC | History | No change | 66,395 | 3,627 | 0.33% | 0.33% | 134 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 65,485 | 3,577 | 0.13% | 0.13% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 61,046 | 3,334 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 60,626 | 3,312 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TME FINANCIAL, INC. | History | No change | 59,367 | 3,243 | 2.0% | 2.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wagner Wealth Management, Corp | History | No change | 58,646 | 3,203 | 2.59% | 2.59% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 58,434 | 3,192 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 57,942 | 3,165 | 0.26% | 0.26% | 141 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Oath Planning, LLC | History | No change | 57,502 | 3,141 | 2.33% | 2.33% | 142 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 56,863 | 3,106 | 0.16% | 0.16% | 143 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | No change | 56,557 | 3,089 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighPoint Advisor Group LLC | History | No change | 56,244 | 3,072 | 0.11% | 0.11% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 54,126 | 2,974 | 0.08% | 0.08% | 146 | +1,876 | 3.59% | Q3 2026 | Oct 08, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 54,424 | 2,973 | 0.33% | 0.33% | 147 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ENZI WEALTH | History | No change | 54,252 | 2,965 | 0.94% | 0.94% | 148 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Western Wealth Management, LLC | History | No change | 53,787 | 2,938 | 0.1% | 0.1% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ATX Financial Planning, LLC | History | No change | 52,099 | 2,846 | 1.88% | 1.88% | 150 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Strategic Advisors LLC | History | No change | 50,461 | 2,756 | 0.6% | 0.6% | 151 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Jordan Park Group LLC | History | No change | 49,846 | 2,723 | 0.14% | 0.14% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 49,648 | 2,712 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 47,525 | 2,596 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthspire Advisors, LLC | History | No change | 45,216 | 2,470 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | No change | 44,929 | 2,454 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 44,516 | 2,431 | 0.09% | 0.09% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 44,141 | 2,411 | 0.32% | 0.32% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 43,857 | 2,395 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caprock Group, LLC | History | No change | 43,669 | 2,385 | 0.05% | 0.05% | 160 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | No change | 42,459 | 2,319 | 0.83% | 0.83% | 161 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HighTower Advisors, LLC | History | No change | 40,179 | 2,194 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 40,111 | 2,191 | 0.71% | 0.71% | 163 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 39,370 | 2,144 | 0.07% | 0.07% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 38,861 | 2,122 | 0.14% | 0.14% | 165 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Rothschild Wealth LLC | History | No change | 38,129 | 2,083 | 0.17% | 0.17% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | No change | 37,515 | 2,049 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 37,398 | 2,043 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 37,078 | 2,019 | 0.11% | 0.11% | 169 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 35,694 | 1,949 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Evercore Wealth Management, LLC | History | No change | 35,624 | 1,946 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 35,175 | 1,921 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 35,073 | 1,916 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BCS Wealth Management | History | No change | 34,362 | 1,877 | 0.34% | 0.34% | 174 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Insight Wealth Partners, LLC | History | No change | 34,329 | 1,875 | 0.25% | 0.25% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 34,221 | 1,869 | 1.1% | 1.1% | 176 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Integrated Capital Management, LLC | History | No change | 34,224 | 1,869 | 0.67% | 0.67% | 177 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LexAurum Advisors, LLC | History | No change | 33,843 | 1,848 | 0.21% | 0.21% | 178 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Wealthcare Capital Partners, LLC | History | No change | 33,778 | 1,845 | 0.76% | 0.76% | 179 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 33,225 | 1,815 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 32,966 | 1,800 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Betterment LLC | History | No change | 32,018 | 1,749 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 31,909 | 1,743 | 0.13% | 0.13% | 183 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IEQ CAPITAL, LLC | History | No change | 31,324 | 1,711 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orin Green Financial, LLC | History | No change | 31,158 | 1,702 | 0.63% | 0.63% | 185 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Curtis Advisory Group, LLC | History | No change | 31,080 | 1,697 | 0.33% | 0.33% | 186 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 30,584 | 1,670 | 0.07% | 0.07% | 187 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 30,349 | 1,657 | 0.19% | 0.19% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | No change | 30,146 | 1,646 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 29,119 | 1,590 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 28,511 | 1,557 | 0.15% | 0.15% | 191 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Composition Wealth, LLC | History | No change | 28,200 | 1,540 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Meridian Wealth Management, LLC | History | No change | 27,856 | 1,521 | 0.05% | 0.05% | 193 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 27,684 | 1,512 | 0.37% | 0.37% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 27,490 | 1,501 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Summit Financial, LLC | History | No change | 27,288 | 1,490 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 26,971 | 1,466 | 0.09% | 0.09% | 197 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 26,274 | 1,435 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Synergy Investment Management, LLC | History | No change | 26,191 | 1,430 | 0.35% | 0.35% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 25,719 | 1,405 | 0.37% | 0.37% | 200 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 25,702 | 1,404 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 24,094 | 1,316 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 23,966 | 1,309 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| VestGen Advisors, LLC | History | No change | 23,794 | 1,299 | 0.04% | 0.04% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | No change | 23,196 | 1,267 | 0.22% | 0.22% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PCA Investment Advisory Services Inc. | History | No change | 23,038 | 1,258 | 0.35% | 0.35% | 206 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sigma Planning Corp | History | No change | 23,001 | 1,256 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sageworth Trust Co | History | No change | 22,736 | 1,242 | 0.05% | 0.05% | 208 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Able Wealth Management LLC | History | No change | 22,737 | 1,242 | 0.28% | 0.28% | 209 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vise Technologies, Inc. | History | No change | 22,464 | 1,227 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Investment Management, LLC | History | No change | 21,851 | 1,193 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Manchester Capital Management LLC | History | No change | 21,626 | 1,181 | 0.15% | 0.15% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 21,408 | 1,169 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 20,936 | 1,143 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 20,521 | 1,121 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KKM Financial LLC | History | No change | 19,856 | 1,084 | 0.15% | 0.15% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bellwether Advisors, LLC | History | No change | 18,831 | 1,028 | 0.15% | 0.15% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Storen Legacy Partners, LLC | History | No change | 18,777 | 1,025 | 0.28% | 0.28% | 218 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 18,703 | 1,021 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 19,560 | 966 | 0.12% | 0.12% | 220 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 17,640 | 963 | 0.06% | 0.06% | 221 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 17,473 | 954 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 17,250 | 942 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hilltop Holdings Inc. | History | No change | 17,195 | 939 | 0.07% | 0.07% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 16,402 | 896 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 16,289 | 891 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Precision Wealth Strategies, LLC | History | No change | 15,994 | 873 | 0.26% | 0.26% | 227 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 15,724 | 859 | 0.04% | 0.04% | 228 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 15,662 | 855 | 0.04% | 0.04% | 229 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 14,975 | 818 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 14,958 | 817 | 0.11% | 0.11% | 231 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 14,830 | 810 | 0.25% | 0.25% | 232 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Snowden Capital Advisors LLC | History | No change | 14,827 | 809 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Berkeley, Inc | History | No change | 14,821 | 809 | 0.25% | 0.25% | 234 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 14,449 | 789 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 14,450 | 789 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 14,232 | 788 | 0.1% | 0.1% | 237 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Perigon Wealth Management, LLC | History | No change | 14,395 | 786 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 14,218 | 776 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prosperity Financial Group, Inc. | History | No change | 14,039 | 766 | 0.24% | 0.24% | 240 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wedmont Private Capital | History | No change | 14,044 | 765 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Greenline Wealth Management LLC | History | No change | 13,141 | 717 | 0.59% | 0.59% | 242 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Integrated Advisors Network LLC | History | No change | 12,982 | 709 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 14,349 | 708 | 0.12% | 0.12% | 244 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 12,800 | 699 | 0.07% | 0.07% | 245 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WCG Wealth Advisors LLC | History | No change | 12,677 | 692 | 0.02% | 0.02% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | No change | 12,466 | 681 | 0.08% | 0.08% | 247 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 12,261 | 669 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 12,166 | 664 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trademark Financial Management, LLC | History | No change | 12,106 | 661 | 0.27% | 0.27% | 250 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OneAscent Financial Services LLC | History | No change | 11,924 | 651 | 0.03% | 0.03% | 251 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 11,869 | 648 | 0.06% | 0.06% | 252 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Empirical Asset Management, LLC | History | No change | 11,467 | 626 | 0.14% | 0.14% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Nova Wealth Management, Inc. | History | No change | 11,384 | 621 | 0.34% | 0.34% | 254 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Evanson Financial, LLC | History | No change | 11,341 | 619 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Sentinel Advisory Group, LLC | History | No change | 11,317 | 618 | 0.25% | 0.25% | 256 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 11,219 | 612 | 0.2% | 0.2% | 257 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Auxano Advisors, LLC | History | No change | 11,120 | 607 | 0.12% | 0.12% | 258 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 11,002 | 601 | 0.03% | 0.03% | 259 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SIERRA OCEAN, LLC | History | No change | 10,911 | 596 | 0.41% | 0.41% | 260 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Family Office Research LLC | History | No change | 10,866 | 593 | 0.22% | 0.22% | 261 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CRUX WEALTH ADVISORS | History | No change | 10,839 | 592 | 0.21% | 0.21% | 262 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Clear Trail Advisors, LLC | History | No change | 10,782 | 589 | 0.09% | 0.09% | 263 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 10,705 | 584 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strive Financial Group ,LLC | History | No change | 10,677 | 583 | 0.25% | 0.25% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 10,688 | 583 | 0.17% | 0.17% | 266 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 10,669 | 582 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 10,478 | 572 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lutz Financial Services LLC | History | No change | 10,469 | 571 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stillwater Private Wealth, LLC | History | No change | 9,969 | 563 | 0.37% | 0.37% | 270 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valued Retirements, Inc. | History | No change | 10,118 | 552 | 0.5% | 0.5% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 10,103 | 551 | 0.07% | 0.07% | 272 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 9,973 | 544 | 0.21% | 0.21% | 273 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 9,909 | 541 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 9,898 | 540 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisor OS, LLC | History | No change | 9,531 | 520 | 0.03% | 0.03% | 276 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | No change | 9,238 | 508 | 0.15% | 0.15% | 277 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| NICOLET BANKSHARES INC | History | No change | 9,083 | 503 | 0.02% | 0.02% | 278 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tidemark, LLC | History | No change | 9,153 | 500 | 0.11% | 0.11% | 279 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LVW Advisors, LLC | History | No change | 9,090 | 496 | 0.04% | 0.04% | 280 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 9,027 | 493 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 9,000 | 491 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Regal Investment Advisors LLC | History | No change | 8,933 | 488 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | No change | 8,946 | 488 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 8,862 | 484 | 0.13% | 0.13% | 285 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 8,845 | 483 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 8,760 | 479 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 8,785 | 479 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Garde Capital, Inc. | History | No change | 8,700 | 475 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Performance Wealth Partners, LLC | History | No change | 8,644 | 472 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | No change | 8,638 | 470 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 8,585 | 469 | 0.07% | 0.07% | 292 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bank of New York Mellon Corp | History | No change | 8,309 | 453 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Curi Capital, LLC | History | No change | 8,278 | 452 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 8,262 | 451 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 8,170 | 446 | 0.11% | 0.11% | 296 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NewEdge Wealth, LLC | History | No change | 8,076 | 441 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lido Advisors, LLC | History | No change | 8,057 | 440 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HUB Investment Partners, LLC | History | No change | 8,019 | 438 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bridgelight Financial Advisors, Inc. | History | No change | 7,958 | 434 | 0.3% | 0.3% | 300 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |