Dimensional ETF Trust - DFAC
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 | No change | 73,219,086 | 3,247,998 | 4.01% | 4.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Forum Financial Management, LP | History | No change | 42,594,541 | 1,889,493 | 24.27% | 24.27% | 2 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Focus Partners Wealth | History | No change | 42,128,827 | 1,868,834 | 1.91% | 1.91% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 18,533,056 | 822,126 | 0.18% | 0.18% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 17,607,276 | 781,058 | 6.62% | 6.62% | 5 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apella Capital, LLC | History | Added to | 17,175,406 | 775,984 | 9.84% | 10.08% | 6 | +1,064,750 | 6.61% | Q3 2026 | Oct 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 13,812,388 | 612,717 | 0.14% | 0.14% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Savant Capital, LLC | History | No change | 13,605,470 | 603,622 | 1.77% | 1.77% | 8 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Greenspring Advisors, LLC | History | No change | 12,639,119 | 560,671 | 31.06% | 31.06% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 12,338,697 | 547,344 | 34.59% | 34.59% | 10 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SJS Investment Consulting Inc. | History | No change | 9,377,832 | 416,000 | 45.28% | 45.28% | 11 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Geometric Wealth Advisors | History | No change | 9,054,523 | 401,658 | 43.45% | 43.45% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 8,368,847 | 371,242 | 0.47% | 0.47% | 13 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Plancorp, LLC | History | No change | 7,886,805 | 349,937 | 8.54% | 8.54% | 14 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 7,548,752 | 334,862 | 1.84% | 1.84% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 7,065,425 | 313,422 | 25.74% | 25.74% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Symmetry Partners, LLC | History | No change | 6,707,000 | 297,522 | 15.17% | 15.17% | 17 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Allworth Financial LP | History | No change | 6,464,130 | 286,748 | 1.22% | 1.22% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 5,948,676 | 263,883 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 5,886,102 | 261,107 | 1.21% | 1.21% | 20 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| TFO Wealth Partners, LLC | History | No change | 5,711,324 | 253,354 | 27.56% | 27.56% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 5,633,519 | 249,902 | 0.43% | 0.43% | 22 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 5,543,948 | 245,929 | 11.98% | 11.98% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 5,381,782 | 238,735 | 0.06% | 0.06% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 5,249,890 | 232,885 | 0.23% | 0.23% | 25 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AWM CAPITAL, LLC | History | No change | 5,181,625 | 229,856 | 18.41% | 18.41% | 26 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 5,042,328 | 223,677 | 2.1% | 2.1% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 4,929,596 | 218,676 | 17.29% | 17.29% | 28 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GeoWealth Management, LLC | History | No change | 4,893,413 | 217,071 | 6.83% | 6.83% | 29 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Modera Wealth Management, LLC | History | No change | 4,811,065 | 213,418 | 2.28% | 2.28% | 30 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 4,515,601 | 200,312 | 9.99% | 9.99% | 31 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Baird Financial Group, Inc. | History | No change | 4,466,378 | 198,128 | 0.27% | 0.27% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Dedication, LLC | History | No change | 4,464,536 | 198,046 | 12.46% | 12.46% | 33 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cerity Partners LLC | History | No change | 4,429,007 | 196,472 | 0.24% | 0.24% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 4,319,715 | 191,628 | 0.23% | 0.23% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Investment Management, LLC | History | No change | 4,248,964 | 188,484 | 6.81% | 6.81% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 4,246,503 | 188,374 | 1.59% | 1.59% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 4,201,813 | 186,392 | 1.16% | 1.16% | 38 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pure Financial Advisors, LLC | History | No change | 4,103,209 | 182,018 | 2.32% | 2.32% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DecisionPoint Financial, LLC | History | No change | 4,061,339 | 179,876 | 33.32% | 33.32% | 40 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Austin Asset Management Co Inc | History | No change | 4,009,061 | 177,841 | 24.79% | 24.79% | 41 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Evanson Financial, LLC | History | No change | 3,978,431 | 176,483 | 8.63% | 8.63% | 42 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Burton Enright Welch | History | No change | 3,976,632 | 176,403 | 20.72% | 20.72% | 43 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Corient Private Wealth LP | History | No change | 3,935,874 | 174,595 | 0.24% | 0.24% | 44 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 3,841,280 | 170,399 | 13.84% | 13.84% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 3,821,991 | 169,543 | 19.89% | 19.89% | 46 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Onyx Financial Advisors, LLC | History | No change | 3,784,124 | 167,863 | 60.48% | 60.48% | 47 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Triune Financial Partners, LLC | History | No change | 3,775,213 | 167,468 | 34.97% | 34.97% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| United Wealth Management, LLC | History | No change | 3,775,121 | 167,464 | 37.68% | 37.68% | 49 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 3,762,389 | 166,899 | 12.95% | 12.95% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Plan, Inc. | History | No change | 3,704,312 | 164,323 | 15.59% | 15.59% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 3,524,619 | 156,352 | 0.26% | 0.26% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| von Borstel & Associates, Inc. | History | No change | 3,511,436 | 155,767 | 31.94% | 31.94% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 3,311,006 | 146,876 | 15.12% | 15.12% | 54 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mariner, LLC | History | No change | 3,300,037 | 146,377 | 0.15% | 0.15% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Millburn Ridgefield LLC /DE/ | History | No change | 3,297,718 | 146,286 | 2.77% | 2.77% | 56 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 3,297,718 | 146,286 | 2.43% | 2.43% | 57 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 3,264,547 | 144,815 | 0.26% | 0.26% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zhang Financial LLC | History | No change | 3,238,499 | 143,659 | 4.2% | 4.2% | 59 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Syverson Strege & Co | History | No change | 3,196,733 | 141,807 | 30.9% | 30.9% | 60 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 3,171,700 | 141,489 | 0.24% | 0.24% | 61 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 3,163,278 | 140,323 | 0.92% | 0.92% | 62 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,088,455 | 137,003 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BCU Wealth Advisors, LLC | History | No change | 3,033,037 | 134,545 | 44.69% | 44.69% | 64 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Private Advisor Group, LLC | History | No change | 3,018,667 | 133,908 | 0.61% | 0.61% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Core Wealth Management, Inc. | History | No change | 2,990,705 | 132,667 | 37.29% | 37.29% | 66 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,984,095 | 132,374 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Reduced | 2,950,978 | 131,170 | 21.22% | 22.14% | 68 | -115,982 | -3.78% | Q3 2026 | Oct 08, 2026 |
| Altiora Financial Group, LLC | History | No change | 2,886,811 | 128,058 | 20.18% | 20.18% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BetterWealth, LLC | History | No change | 2,837,675 | 125,879 | 22.27% | 22.27% | 70 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Creative Planning | History | No change | 2,760,133 | 122,439 | 0.07% | 0.07% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 2,739,886 | 121,541 | 6.0% | 6.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RAM Investment Partners, LLC | History | No change | 2,710,018 | 120,216 | 19.23% | 19.23% | 73 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Eaton-Cambridge Inc. | History | No change | 2,605,730 | 115,590 | 32.49% | 32.49% | 74 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 2,591,864 | 114,975 | 10.03% | 10.03% | 75 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2,582,339 | 114,552 | 40.17% | 40.17% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| New Capital Management LP | History | No change | 2,570,196 | 114,013 | 25.97% | 25.97% | 77 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Warwick Investment Management, Inc. | History | No change | 2,547,034 | 112,986 | 12.68% | 12.68% | 78 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kestra Advisory Services, LLC | History | No change | 2,542,798 | 112,798 | 0.36% | 0.36% | 79 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 2,512,144 | 111,438 | 27.45% | 27.45% | 80 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 2,459,442 | 109,100 | 3.41% | 3.41% | 81 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 2,393,443 | 106,173 | 17.19% | 17.19% | 82 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 2,382,827 | 105,702 | 4.57% | 4.57% | 83 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Parkshore Wealth Management, Inc. | History | No change | 2,373,136 | 105,272 | 30.24% | 30.24% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | No change | 2,367,747 | 105,033 | 25.59% | 25.59% | 85 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MASECO LLP | History | No change | 2,365,428 | 104,894 | 2.95% | 2.95% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 2,351,350 | 104,305 | 12.63% | 12.63% | 87 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LRI Investments, LLC | History | No change | 2,298,403 | 101,957 | 8.2% | 8.2% | 88 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Heritage Investment Group, Inc. | History | No change | 2,294,074 | 101,765 | 13.67% | 13.67% | 89 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ruedi Wealth Management, Inc. | History | No change | 2,293,774 | 101,751 | 23.87% | 23.87% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,291,061 | 101,631 | 0.3% | 0.3% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 2,228,328 | 98,848 | 13.11% | 13.11% | 92 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sensible Money, LLC | History | No change | 2,221,756 | 98,557 | 26.13% | 26.13% | 93 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ShankerValleau Wealth Advisors, Inc. | History | No change | 2,197,279 | 97,471 | 25.68% | 25.68% | 94 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Verisail Partners, LLC | History | No change | 2,176,870 | 96,565 | 35.8% | 35.8% | 95 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Monument Group Wealth Advisors, LLC | History | No change | 2,159,082 | 95,776 | 45.97% | 45.97% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 2,373,152 | 93,953 | 32.05% | 32.05% | 97 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Porter White Investment Advisors, Inc. | History | No change | 2,100,973 | 93,199 | 35.88% | 35.88% | 98 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,068,899 | 91,962 | 0.65% | 0.53% | 99 | +536,494 | 35.01% | Q3 2026 | Oct 08, 2026 |
| Warburton Capital Management, LLC | History | No change | 2,055,556 | 91,184 | 37.09% | 37.09% | 100 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,045,963 | 90,267 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VANCE WEALTH, LLC | History | No change | 2,006,543 | 89,010 | 20.06% | 20.06% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MASTER'S WEALTH MANAGEMENT INC. | History | No change | 1,981,550 | 87,901 | 26.45% | 26.45% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| One Degree Advisors Inc | History | No change | 1,977,629 | 87,589 | 19.55% | 19.55% | 104 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BRIGHTON JONES LLC | History | No change | 1,970,881 | 87,428 | 1.63% | 1.63% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Safeguard Investment Advisory Group, LLC | History | No change | 1,926,531 | 85,460 | 19.73% | 19.73% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mattern Wealth Management LLC | History | No change | 1,895,431 | 84,081 | 13.8% | 13.8% | 107 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Symmetry Inc | History | Added to | 1,885,399 | 83,805 | 26.77% | 26.29% | 108 | +109,635 | 6.17% | Q3 2026 | Oct 06, 2026 |
| Cetera Investment Advisers | History | No change | 1,883,919 | 83,570 | 0.08% | 0.08% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Straight Path Wealth Management | History | No change | 1,883,822 | 83,566 | 19.53% | 19.53% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 2,149,185 | 83,517 | 3.4% | 3.4% | 111 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CAPSTONE CAPITAL LLC | History | No change | 1,873,234 | 83,096 | 47.46% | 47.46% | 112 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | No change | 1,873,218 | 83,095 | 34.63% | 34.63% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Planning Center, Inc. | History | No change | 1,868,514 | 82,887 | 7.82% | 7.82% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 1,867,814 | 82,856 | 22.76% | 22.76% | 115 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WNY Asset Management, LLC | History | No change | 1,867,759 | 82,853 | 7.4% | 7.4% | 116 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HB Wealth Management, LLC | History | No change | 1,821,322 | 80,793 | 0.45% | 0.45% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Chico Wealth RIA | History | No change | 1,806,421 | 80,132 | 41.75% | 41.75% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Capital Management Investments LLC | History | No change | 1,759,594 | 78,055 | 18.01% | 18.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Shearwater Capital LLC | History | No change | 1,713,356 | 76,004 | 36.29% | 36.29% | 120 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 1,699,992 | 75,411 | 19.69% | 19.69% | 121 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UBS Group AG | History | No change | 1,696,703 | 75,265 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WorthPointe, LLC | History | No change | 1,695,187 | 75,198 | 18.87% | 18.87% | 123 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 1,679,450 | 74,500 | 0.98% | 0.98% | 124 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | No change | 1,649,228 | 73,159 | 38.28% | 38.28% | 125 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tillman Hartley LLC | History | No change | 1,647,465 | 73,081 | 16.42% | 16.42% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Glassman Wealth Services | History | No change | 1,631,862 | 72,389 | 8.67% | 8.67% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 1,592,347 | 70,636 | 0.73% | 0.73% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Advisors Northwest LLC | History | No change | 1,584,943 | 70,308 | 23.98% | 23.98% | 129 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Morton Capital Management LLC/CA | History | No change | 1,583,859 | 70,260 | 9.61% | 9.61% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,581,492 | 70,154 | 0.11% | 0.11% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,586,685 | 70,004 | 2.28% | 2.28% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aspen Capital Management, LLC | History | No change | 1,577,217 | 69,965 | 15.45% | 15.45% | 133 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Perigon Wealth Management, LLC | History | No change | 1,571,550 | 69,713 | 1.1% | 1.1% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ballentine Capital Advisors, Inc | History | No change | 1,539,171 | 68,277 | 25.73% | 25.73% | 135 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Strathmore Capital Advisors, Inc. | History | No change | 1,524,918 | 67,767 | 18.25% | 18.25% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| True Wealth Design, LLC | History | No change | 1,498,581 | 66,477 | 15.81% | 15.81% | 137 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 1,445,497 | 64,122 | 1.07% | 1.07% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 1,423,391 | 63,141 | 12.84% | 12.84% | 139 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Applied Capital LLC | History | No change | 1,403,337 | 62,252 | 20.05% | 20.05% | 140 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 1,359,733 | 60,317 | 0.46% | 0.46% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,353,841 | 60,056 | 0.23% | 0.23% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 1,348,360 | 59,813 | 7.89% | 7.89% | 143 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 1,342,461 | 59,551 | 3.84% | 3.84% | 144 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trust Co of the South | History | No change | 1,301,185 | 57,720 | 8.13% | 8.13% | 145 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| RS CRUM INC. | History | No change | 1,299,487 | 57,645 | 10.81% | 10.81% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | No change | 1,297,981 | 57,578 | 0.07% | 0.07% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Midwest Heritage Bank, FSB | History | No change | 1,280,771 | 56,814 | 16.11% | 16.11% | 148 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 1,270,774 | 56,485 | 32.33% | 32.19% | 149 | +27,011 | 2.17% | Q3 2026 | Oct 08, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | No change | 1,263,422 | 56,046 | 35.63% | 35.63% | 150 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Lauterbach Financial Advisors, LLC | History | No change | 1,216,392 | 53,959 | 23.21% | 23.21% | 151 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Passive Capital Management, LLC. | History | No change | 1,348,728 | 53,396 | 16.7% | 16.7% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vannoy Advisory Group, Inc. | History | No change | 1,199,876 | 53,226 | 30.08% | 30.08% | 153 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Johnson Wealth Management, LLC | History | No change | 1,161,153 | 51,508 | 21.82% | 21.82% | 154 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | No change | 1,161,033 | 51,503 | 13.42% | 13.42% | 155 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 1,152,783 | 51,137 | 18.81% | 18.81% | 156 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 1,147,238 | 50,891 | 4.88% | 4.88% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Abel Hall, LLC | History | No change | 1,144,856 | 50,785 | 8.78% | 8.78% | 158 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | No change | 1,141,268 | 50,626 | 18.09% | 18.09% | 159 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Squire Investment Management Company, LLC | History | No change | 1,139,447 | 50,545 | 12.17% | 12.17% | 160 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Momentous Wealth Management, Inc. | History | No change | 1,136,713 | 50,424 | 25.84% | 25.84% | 161 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rather & Kittrell, Inc. | History | No change | 1,123,395 | 49,833 | 6.96% | 6.96% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vestment Financial LLC | History | No change | 1,118,049 | 49,686 | 22.27% | 22.27% | 163 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,106,500 | 49,084 | 0.04% | 0.04% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,100,207 | 48,805 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 1,097,040 | 48,664 | 0.3% | 0.3% | 166 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Platform Wealth Management, LLC | History | No change | 1,095,516 | 48,597 | 17.78% | 17.78% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | No change | 1,089,916 | 48,348 | 12.65% | 12.65% | 168 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 1,085,010 | 48,131 | 0.29% | 0.29% | 169 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mills Wealth Advisors LLC | History | No change | 1,070,062 | 47,467 | 14.95% | 14.95% | 170 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Savvy Advisors, Inc. | History | No change | 1,069,808 | 47,456 | 1.01% | 1.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,060,691 | 47,052 | 0.11% | 0.11% | 172 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,054,413 | 46,773 | 0.1% | 0.1% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 1,049,483 | 46,555 | 13.87% | 13.87% | 174 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capstone Wealth Management, Inc. | History | No change | 1,040,325 | 46,242 | 34.71% | 34.71% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 1,037,411 | 46,019 | 2.61% | 2.61% | 176 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Vantage Point Financial LLC | History | No change | 1,035,049 | 45,914 | 14.0% | 14.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | No change | 1,027,009 | 45,558 | 1.29% | 1.29% | 178 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pandowealth. LLC | History | No change | 1,021,485 | 45,313 | 37.31% | 37.31% | 179 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| IFG Advisory, LLC | History | No change | 991,731 | 43,993 | 1.54% | 1.54% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 977,257 | 43,439 | 3.72% | 3.79% | 181 | +23,240 | 2.44% | Q3 2026 | Oct 01, 2026 |
| XY Planning Network, Inc. | History | No change | 975,919 | 43,291 | 5.43% | 5.43% | 182 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Parker Financial LLC | History | No change | 974,952 | 43,246 | 15.81% | 15.81% | 183 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Trellis Wealth Advisors LLC | History | No change | 973,802 | 43,197 | 14.83% | 14.83% | 184 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 973,262 | 43,173 | 0.53% | 0.53% | 185 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Vested Financial Planning, LLC | History | No change | 965,539 | 42,831 | 28.77% | 28.77% | 186 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cloud Capital Management, LLC | History | No change | 962,620 | 42,698 | 15.58% | 15.58% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schulz Wealth, LTD. | History | No change | 953,100 | 42,279 | 21.83% | 21.83% | 188 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Arcadia Wealth Management, Inc. | History | No change | 947,460 | 42,029 | 20.06% | 20.06% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Private Wealth Management Group, LLC | History | No change | 929,843 | 41,247 | 9.57% | 9.57% | 190 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lutz Financial Services LLC | History | No change | 928,322 | 41,180 | 2.51% | 2.51% | 191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 925,525 | 41,056 | 0.78% | 0.78% | 192 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CSP Financial Group, LLC | History | No change | 925,242 | 41,043 | 34.98% | 34.98% | 193 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | No change | 923,750 | 40,977 | 6.43% | 6.43% | 194 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 917,098 | 40,682 | 20.03% | 20.03% | 195 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 917,087 | 40,681 | 4.02% | 4.02% | 196 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Watchman Group, Inc. | History | No change | 916,418 | 40,652 | 9.09% | 9.09% | 197 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 896,427 | 39,765 | 4.51% | 4.51% | 198 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 894,699 | 39,687 | 5.0% | 5.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | No change | 885,725 | 39,290 | 14.28% | 14.28% | 200 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BCO Wealth Management LLC | History | No change | 883,317 | 39,183 | 21.37% | 21.37% | 201 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Babb Wealth Advisors LLC | History | No change | 880,703 | 39,067 | 18.83% | 18.83% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 877,257 | 38,915 | 0.05% | 0.05% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Old Peak Finance LLC | History | No change | 876,762 | 38,893 | 18.83% | 18.83% | 204 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HTG Investment Advisors, Inc. | History | No change | 871,463 | 38,658 | 9.91% | 9.91% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| QUARRY HILL ADVISORS, LLC | History | No change | 865,847 | 38,408 | 14.76% | 14.76% | 206 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 869,885 | 38,335 | 0.77% | 0.77% | 207 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Asset Management, LLC | History | No change | 857,246 | 38,027 | 18.66% | 18.66% | 208 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRB Wealth Management, LLC | History | No change | 846,296 | 37,541 | 5.0% | 5.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| B&D White Capital Company, LLC | History | No change | 839,446 | 37,237 | 3.71% | 3.71% | 210 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Alternatives, Inc | History | No change | 834,859 | 37,034 | 18.25% | 18.25% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Outbound Financial Inc | History | No change | 822,037 | 36,465 | 23.62% | 23.62% | 212 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 815,457 | 36,173 | 0.06% | 0.06% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SwitchPoint Financial Planning, LLC | History | No change | 814,210 | 36,118 | 20.85% | 20.85% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JP Wealth Management, Inc. | History | Reduced | 812,398 | 36,111 | 22.88% | 22.76% | 215 | -2,570 | -0.32% | Q3 2026 | Oct 07, 2026 |
| MilWealth Group LLC | History | No change | 808,386 | 35,859 | 7.65% | 7.65% | 216 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UMB Bank, n.a. | History | No change | 804,075 | 35,668 | 0.45% | 0.45% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 800,965 | 35,530 | 5.71% | 5.71% | 218 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Financial Strategies CORP | History | No change | 790,070 | 35,047 | 17.42% | 17.42% | 219 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| marrick wealth, LLC | History | No change | 785,884 | 34,861 | 24.75% | 24.75% | 220 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cambridge Financial Group, LLC | History | No change | 785,237 | 34,833 | 10.99% | 10.97% | 221 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| SCRATCH CAPITAL LLC | History | No change | 783,242 | 34,744 | 17.24% | 17.24% | 222 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Aspen Wealth Management LLC | History | No change | 778,572 | 34,537 | 5.87% | 5.87% | 223 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LifeGuide Financial Advisors, LLC | History | No change | 777,969 | 34,510 | 9.83% | 9.83% | 224 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wheels Up Wealth, Inc. | History | No change | 776,633 | 34,451 | 29.21% | 29.21% | 225 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | No change | 772,256 | 34,257 | 17.46% | 17.46% | 226 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| New Dimensions Wealth Management, LLC | History | No change | 748,344 | 33,196 | 25.07% | 25.07% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SageOak Financial, LLC | History | No change | 746,357 | 33,108 | 21.53% | 21.53% | 228 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Peirce Capital Management, LLC | History | No change | 746,235 | 33,102 | 12.14% | 12.14% | 229 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Financial Harvest, LLC | History | No change | 735,332 | 32,619 | 13.49% | 13.49% | 230 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AdvisorNet Financial, Inc | History | No change | 733,058 | 32,518 | 1.49% | 1.49% | 231 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 729,808 | 32,374 | 0.8% | 0.8% | 232 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AA Financial Advisors, LLC | History | No change | 729,792 | 32,373 | 3.89% | 3.89% | 233 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 728,217 | 32,303 | 0.92% | 0.92% | 234 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| American Capital Advisory, LLC | History | No change | 724,338 | 32,131 | 11.69% | 11.69% | 235 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Generations Wealth, LLC | History | No change | 719,635 | 31,922 | 30.31% | 30.31% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 707,528 | 31,385 | 2.3% | 2.3% | 237 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 806,981 | 31,364 | 3.92% | 3.92% | 238 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 705,804 | 31,309 | 0.46% | 0.46% | 239 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Longview Financial Advisors LLC | History | No change | 704,896 | 31,269 | 15.45% | 15.45% | 240 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BEACON HILL WEALTH MANAGEMENT LTD. | History | No change | 701,602 | 31,123 | 21.56% | 21.56% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RCS Financial Planning, LLC | History | No change | 698,638 | 30,991 | 14.67% | 14.67% | 242 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wolfstich Capital, LLC | History | No change | 699,586 | 30,956 | 23.9% | 23.9% | 243 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Retirement Solution LLC | History | No change | 696,213 | 30,884 | 6.04% | 6.04% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ABLE Financial Group, LLC | History | No change | 694,969 | 30,828 | 5.17% | 5.17% | 245 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aurelius Family Office LLC | History | No change | 681,653 | 30,238 | 11.91% | 11.91% | 246 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 667,142 | 29,594 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keudell/Morrison Wealth Management | History | No change | 666,074 | 29,547 | 5.58% | 5.58% | 248 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MATHER GROUP, LLC. | History | No change | 656,345 | 29,115 | 0.25% | 0.25% | 249 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 654,252 | 29,022 | 0.59% | 0.59% | 250 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealth Management Strategies, Inc. | History | No change | 647,044 | 28,702 | 11.22% | 11.22% | 251 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 646,249 | 28,596 | 1.91% | 1.91% | 252 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Rehmann Capital Advisory Group | History | No change | 630,644 | 27,975 | 1.28% | 1.28% | 253 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Acorn Wealth Advisors, LLC | History | No change | 623,542 | 27,660 | 6.74% | 6.74% | 254 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 615,188 | 27,289 | 10.76% | 10.76% | 255 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Investment Advisory Group, LLC | History | No change | 608,039 | 26,972 | 5.85% | 5.85% | 256 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Index Fund Advisors, Inc. | History | No change | 604,324 | 26,807 | 1.06% | 1.06% | 257 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 600,995 | 26,660 | 1.78% | 1.78% | 258 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Daner Wealth Management, LLC | History | No change | 576,229 | 26,633 | 14.44% | 14.44% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Optimus Capital Advisors, LLC | History | No change | 600,087 | 26,619 | 14.3% | 14.3% | 260 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | No change | 722,749 | 26,109 | 10.2% | 10.2% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 580,195 | 25,737 | 0.87% | 0.87% | 262 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Corus Family Wealth Advisors | History | No change | 579,098 | 25,688 | 17.69% | 17.69% | 263 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 575,309 | 25,520 | 6.23% | 6.23% | 264 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MORGAN STANLEY | History | No change | 573,031 | 25,419 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Visionary Wealth Advisors | History | No change | 542,718 | 24,074 | 0.95% | 0.95% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| tru Independence LLC | History | No change | 534,791 | 23,723 | 10.37% | 10.37% | 267 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 534,756 | 23,721 | 20.08% | 20.08% | 268 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | No change | 530,816 | 23,547 | 6.31% | 6.31% | 269 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Vistica Wealth Advisors, LLC | History | No change | 526,146 | 23,339 | 20.19% | 20.19% | 270 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Approach Retirement Advisors, LLC | History | No change | 526,067 | 23,336 | 16.95% | 16.95% | 271 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| COGENT STRATEGIC WEALTH LLC | History | No change | 524,199 | 23,253 | 22.17% | 22.17% | 272 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kilner Capital Advisors, LLC | History | No change | 515,346 | 22,932 | 19.65% | 19.65% | 273 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 512,692 | 22,743 | 2.3% | 2.3% | 274 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 511,473 | 22,688 | 5.29% | 5.29% | 275 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Trajan Wealth LLC | History | No change | 498,834 | 22,128 | 0.84% | 0.84% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 497,340 | 22,062 | 0.02% | 0.02% | 277 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Simplicity Wealth,LLC | History | No change | 487,697 | 21,634 | 0.73% | 0.73% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Silver Oak Advisory Group, Inc. | History | No change | 486,000 | 21,558 | 8.5% | 8.5% | 279 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JDH Wealth Management, LLC | History | No change | 478,822 | 21,240 | 12.93% | 12.93% | 280 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PW ADVISORS, LLC \ FL | History | No change | 478,235 | 21,214 | 14.16% | 14.16% | 281 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kane Co Wealth Management, Inc. | History | No change | 476,601 | 21,141 | 16.04% | 16.04% | 282 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CVA Family Office, LLC | History | No change | 472,847 | 20,975 | 1.9% | 1.9% | 283 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 470,062 | 20,851 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hill Investment Group Partners, LLC | History | No change | 460,465 | 20,426 | 2.08% | 2.08% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 455,590 | 20,209 | 10.94% | 10.94% | 286 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CPA Asset Management Group, LLC | History | No change | 453,471 | 20,115 | 5.79% | 5.79% | 287 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 449,368 | 19,933 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| E6 Portfolios, LLC | History | No change | 444,257 | 19,707 | 15.75% | 15.75% | 289 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 441,349 | 19,578 | 0.03% | 0.03% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | No change | 439,450 | 19,494 | 6.28% | 6.28% | 291 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vise Technologies, Inc. | History | No change | 434,973 | 19,295 | 0.22% | 0.22% | 292 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Diversify Advisory Services, LLC | History | No change | 430,908 | 19,050 | 0.32% | 0.32% | 293 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 430,908 | 19,050 | 0.32% | 0.32% | 294 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 420,929 | 18,672 | 0.09% | 0.09% | 295 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 420,508 | 18,653 | 0.18% | 0.18% | 296 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BESSEMER GROUP INC | History | No change | 418,939 | 18,584 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 407,200 | 18,063 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversified Enterprises, LLC | History | No change | 403,495 | 17,899 | 0.87% | 0.87% | 299 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 401,893 | 17,827 | 11.56% | 11.56% | 300 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |