Dimensional ETF Trust - DFAE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Retirement Systems of Alabama | History | No change | 12,668,769 | 509,411 | 1.53% | 1.53% | 1 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MATHER GROUP, LLC. | History | No change | 12,473,477 | 501,558 | 4.37% | 4.37% | 2 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FMR LLC | History | No change | 9,655,546 | 388,249 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 7,986,445 | 321,134 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 6,959,996 | 279,861 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 4,358,277 | 175,217 | 0.18% | 0.18% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Foster Group, Inc. | History | No change | 3,569,348 | 143,523 | 3.81% | 3.81% | 7 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Root Financial Partners, LLC | History | No change | 3,080,099 | 123,850 | 4.81% | 4.81% | 8 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vise Technologies, Inc. | History | No change | 2,965,059 | 119,225 | 1.35% | 1.35% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,803,185 | 112,716 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 2,587,135 | 104,028 | 0.39% | 0.39% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 2,553,687 | 102,687 | 0.12% | 0.12% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WASHINGTON TRUST BANK | History | No change | 2,515,047 | 101,130 | 7.07% | 7.07% | 13 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 2,473,379 | 99,454 | 0.1% | 0.1% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 2,436,573 | 97,974 | 4.24% | 4.24% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,373,919 | 95,455 | 0.53% | 0.53% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,327,473 | 93,588 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 2,299,652 | 92,469 | 4.77% | 4.77% | 18 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Annex Advisory Services, LLC | History | No change | 2,267,929 | 91,193 | 1.56% | 1.56% | 19 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cetera Investment Advisers | History | No change | 2,236,440 | 89,927 | 0.08% | 0.08% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 2,169,299 | 87,227 | 0.09% | 0.09% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 2,121,551 | 85,307 | 1.07% | 1.07% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Link Financial Advisors, LLC | History | No change | 1,851,959 | 74,467 | 4.31% | 4.31% | 23 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,669,301 | 67,122 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Corient Private Wealth LP | History | No change | 1,591,105 | 63,978 | 0.09% | 0.09% | 25 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Millburn Ridgefield LLC /DE/ | History | No change | 1,568,138 | 63,054 | 1.19% | 1.19% | 26 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 1,568,138 | 63,054 | 1.05% | 1.05% | 27 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MASECO LLP | History | No change | 1,441,537 | 57,971 | 1.63% | 1.63% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,425,068 | 57,301 | 0.07% | 0.07% | 29 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Creative Planning | History | No change | 1,407,715 | 56,604 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 1,375,931 | 55,326 | 2.83% | 2.83% | 31 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Horizon Investments, LLC | History | No change | 1,371,311 | 55,140 | 0.6% | 0.6% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAM Investment Partners, LLC | History | No change | 1,329,439 | 53,456 | 8.55% | 8.55% | 33 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 1,300,402 | 52,289 | 0.44% | 0.44% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 1,219,322 | 49,028 | 4.11% | 4.11% | 35 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ASSETMARK, INC | History | No change | 1,168,966 | 47,004 | 0.08% | 0.08% | 36 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| LPL Financial LLC | History | No change | 1,143,800 | 45,992 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aquire Wealth Advisors, LLC | History | No change | 1,134,603 | 45,622 | 10.46% | 10.46% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 1,113,097 | 44,757 | 5.58% | 5.58% | 39 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Great Point Wealth Advisors, LLC | History | No change | 1,080,125 | 43,431 | 7.01% | 7.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,055,561 | 42,444 | 0.36% | 0.36% | 41 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 1,013,493 | 40,753 | 0.25% | 0.25% | 42 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Savant Capital, LLC | History | No change | 1,009,811 | 40,181 | 0.12% | 0.12% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| West Financial Advisors, LLC | History | No change | 986,974 | 39,686 | 6.03% | 6.03% | 44 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Ledyard National Bank | History | No change | 973,037 | 39,125 | 3.14% | 3.14% | 45 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 924,700 | 37,182 | 0.35% | 0.35% | 46 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 838,859 | 33,730 | 0.04% | 0.04% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Perigon Wealth Management, LLC | History | No change | 837,660 | 33,682 | 0.53% | 0.53% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WPWealth LLP | History | No change | 824,717 | 33,161 | 4.92% | 4.92% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 817,044 | 32,853 | 0.32% | 0.32% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 808,884 | 32,525 | 3.69% | 3.69% | 51 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 801,558 | 32,230 | 3.03% | 3.03% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RVW Wealth, LLC | History | Reduced | 819,234 | 32,204 | 2.07% | 2.36% | 53 | -73,071 | -8.19% | Q3 2026 | Oct 06, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 776,286 | 31,214 | 0.38% | 0.38% | 54 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 773,891 | 30,499 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 757,265 | 29,768 | 1.83% | 1.69% | 56 | +100,801 | 15.36% | Q3 2026 | Oct 08, 2026 |
| Morling Financial Advisors, LLC | History | No change | 736,803 | 29,626 | 8.23% | 8.23% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Management Professionals, Inc. | History | No change | 732,886 | 29,469 | 2.79% | 2.79% | 58 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wealth Management Nebraska | History | No change | 702,365 | 28,242 | 2.52% | 2.52% | 59 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BRIGHTON JONES LLC | History | No change | 698,559 | 28,089 | 0.52% | 0.52% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Annandale Capital, LLC | History | No change | 697,284 | 28,038 | 3.83% | 3.83% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversified Portfolios, Inc. | History | No change | 696,657 | 28,012 | 2.03% | 2.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 692,698 | 27,853 | 1.39% | 1.39% | 63 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Apella Capital, LLC | History | Added to | 698,801 | 27,735 | 0.35% | 0.33% | 64 | +90,764 | 14.93% | Q3 2026 | Oct 08, 2026 |
| Pioneer Wealth Management Group | History | Added to | 702,292 | 27,607 | 6.51% | 6.52% | 65 | +30,754 | 4.58% | Q3 2026 | Oct 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 686,310 | 27,596 | 0.26% | 0.26% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 695,001 | 27,320 | 3.57% | 3.59% | 67 | -549 | -0.08% | Q3 2026 | Oct 09, 2026 |
| CPA Asset Management Group, LLC | History | No change | 675,582 | 27,165 | 7.82% | 7.82% | 68 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Stadion Money Management, LLC | History | No change | 661,418 | 26,595 | 2.29% | 2.29% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 659,595 | 26,522 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 656,713 | 26,406 | 0.46% | 0.46% | 71 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 651,220 | 26,185 | 3.03% | 3.03% | 72 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 644,554 | 25,917 | 0.56% | 0.56% | 73 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 644,490 | 25,914 | 0.12% | 0.12% | 74 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 640,767 | 25,765 | 3.08% | 3.08% | 75 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arista Wealth Management, LLC | History | No change | 638,179 | 25,661 | 2.77% | 2.77% | 76 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MCF Advisors LLC | History | No change | 636,720 | 25,602 | 0.91% | 0.91% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pallas Capital Advisors LLC | History | No change | 623,861 | 25,085 | 0.77% | 0.77% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Berger Financial Group, Inc | History | No change | 623,436 | 25,068 | 1.28% | 1.28% | 79 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Creative Capital Management Investments LLC | History | No change | 623,432 | 25,068 | 5.78% | 5.78% | 80 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 606,993 | 24,407 | 0.18% | 0.18% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 601,461 | 24,184 | 0.26% | 0.26% | 82 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Colony Family Offices, LLC | History | No change | 595,810 | 23,957 | 5.26% | 5.26% | 83 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 590,139 | 23,729 | 2.32% | 2.32% | 84 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 593,601 | 23,536 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Index Fund Advisors, Inc. | History | No change | 580,565 | 23,344 | 0.93% | 0.93% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Dimensions Group, Ltd. | History | No change | 573,500 | 23,060 | 4.13% | 4.13% | 87 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 566,077 | 22,761 | 0.65% | 0.65% | 88 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Austin Wealth Management, LLC | History | No change | 551,255 | 20,600 | 4.35% | 4.35% | 89 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Avior Wealth Management, LLC | History | No change | 509,605 | 20,491 | 0.54% | 0.54% | 90 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 519,918 | 20,438 | 2.28% | 2.38% | 91 | +86 | 0.02% | Q3 2026 | Oct 08, 2026 |
| Atria Investments, Inc | History | No change | 504,576 | 20,288 | 0.2% | 0.2% | 92 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EP Wealth Advisors, LLC | History | No change | 500,328 | 20,118 | 0.08% | 0.08% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 499,518 | 20,085 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 496,979 | 19,983 | 1.55% | 1.55% | 95 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | No change | 493,433 | 19,840 | 3.75% | 3.75% | 96 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sterling Wealth Management, Inc. | History | No change | 483,895 | 19,457 | 4.84% | 4.84% | 97 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Freedom Investment Management, Inc. | History | No change | 478,127 | 19,225 | 5.35% | 5.35% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Chico Wealth RIA | History | No change | 466,601 | 18,762 | 9.78% | 9.78% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 468,685 | 18,423 | 3.8% | 3.8% | 100 | +5,937 | 1.28% | Q3 2026 | Oct 05, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 451,816 | 18,167 | 0.09% | 0.09% | 101 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Envision Financial Planning, LLC | History | No change | 449,919 | 18,091 | 5.89% | 5.89% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 446,686 | 17,961 | 7.09% | 7.09% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avondale Wealth Management | History | No change | 443,390 | 17,828 | 7.27% | 7.27% | 104 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 438,518 | 17,632 | 2.34% | 2.34% | 105 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Reduced | 445,108 | 17,497 | 2.49% | 4.26% | 106 | -299,929 | -40.26% | Q3 2026 | Oct 08, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 426,473 | 17,148 | 0.43% | 0.43% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 419,441 | 16,865 | 0.48% | 0.48% | 108 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 419,214 | 16,857 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 432,486 | 16,797 | 1.12% | 1.12% | 110 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 412,430 | 16,583 | 3.17% | 3.17% | 111 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 406,849 | 16,359 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AWM CAPITAL, LLC | History | No change | 406,383 | 16,340 | 1.31% | 1.31% | 113 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TCP Asset Management, LLC | History | No change | 402,133 | 16,169 | 1.83% | 1.83% | 114 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Falcon Wealth Planning | History | No change | 401,192 | 16,131 | 1.02% | 1.02% | 115 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 399,164 | 16,050 | 1.59% | 1.59% | 116 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| IMA Advisory Services, Inc. | History | No change | 398,310 | 16,016 | 1.0% | 1.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | No change | 390,741 | 15,711 | 6.27% | 6.27% | 118 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Private Advisor Group, LLC | History | No change | 377,018 | 15,159 | 0.07% | 0.07% | 119 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Advisory Alpha, LLC | History | No change | 364,776 | 14,667 | 0.36% | 0.36% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BWM Planning, LLC | History | No change | 360,278 | 14,486 | 3.36% | 3.36% | 121 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 355,987 | 14,314 | 2.35% | 2.35% | 122 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Tortoise Investment Management, LLC | History | No change | 354,317 | 14,247 | 1.06% | 1.06% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 349,950 | 14,071 | 2.26% | 2.26% | 124 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cresset Asset Management, LLC | History | No change | 344,154 | 13,838 | 0.05% | 0.05% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Guardian Wealth Management, LLC | History | No change | 341,037 | 13,713 | 3.84% | 3.84% | 126 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Forum Private Client Group LLC | History | No change | 340,859 | 13,705 | 4.08% | 4.08% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Vawter Financial, Ltd. | History | No change | 332,135 | 13,355 | 5.03% | 5.03% | 128 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Financial Alternatives, Inc | History | No change | 317,955 | 12,784 | 6.3% | 6.3% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Highland Investment Advisors LLC | History | No change | 300,866 | 12,097 | 5.27% | 5.27% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STOLZ & ASSOCIATES, PS | History | No change | 300,733 | 12,092 | 7.55% | 7.55% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Disciplined Investments, LLC | History | No change | 299,702 | 12,051 | 3.89% | 3.89% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 301,444 | 11,849 | 0.45% | 0.49% | 133 | -8,260 | -2.67% | Q3 2026 | Oct 05, 2026 |
| Betterment LLC | History | No change | 294,068 | 11,824 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Navigation Group, LLC | History | No change | 293,615 | 11,806 | 2.3% | 2.3% | 135 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AE Wealth Management LLC | History | No change | 290,795 | 11,692 | 0.05% | 0.05% | 136 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Allodium Investment Consultants, LLC | History | No change | 288,759 | 11,610 | 4.93% | 4.93% | 137 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Rothschild Wealth LLC | History | No change | 288,462 | 11,599 | 0.93% | 0.93% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 288,099 | 11,584 | 0.62% | 0.62% | 139 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 341,941 | 11,137 | 3.8% | 3.8% | 140 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PCA Investment Advisory Services Inc. | History | No change | 276,896 | 11,133 | 3.11% | 3.11% | 141 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Colorado Capital Management, Inc. | History | No change | 276,824 | 11,131 | 3.8% | 3.8% | 142 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 283,044 | 11,126 | 0.08% | 0.08% | 143 | +15,893 | 5.95% | Q3 2026 | Oct 08, 2026 |
| Trinity Financial Advisors LLC | History | Added to | 274,306 | 10,782 | 2.78% | 2.44% | 144 | +38,382 | 16.27% | Q3 2026 | Oct 08, 2026 |
| Kure Advisory, LLC | History | Reduced | 274,047 | 10,772 | 4.98% | 5.34% | 145 | -6,364 | -2.27% | Q3 2026 | Oct 08, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 266,905 | 10,732 | 0.07% | 0.07% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENTREWEALTH, LLC | History | No change | 277,568 | 10,683 | 3.96% | 3.96% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 263,551 | 10,597 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 262,711 | 10,563 | 2.6% | 2.6% | 149 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Spectrum Investment Advisors, Inc. | History | No change | 258,619 | 10,399 | 4.25% | 4.25% | 150 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Baird Financial Group, Inc. | History | No change | 258,586 | 10,397 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 257,794 | 10,365 | 0.65% | 0.65% | 152 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 254,556 | 10,277 | 5.2% | 5.2% | 153 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 302,392 | 10,239 | 0.42% | 0.42% | 154 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sterling Wealth Advisors Inc | History | No change | 253,952 | 10,211 | 5.55% | 5.55% | 155 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Towneley Capital Management, Inc / DE | History | Reduced | 258,253 | 10,151 | 2.01% | 2.06% | 156 | -3,016 | -1.15% | Q3 2026 | Oct 09, 2026 |
| Parkshore Wealth Management, Inc. | History | No change | 251,957 | 10,131 | 2.91% | 2.91% | 157 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 249,442 | 10,030 | 2.62% | 2.62% | 158 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DEMMING FINANCIAL SERVICES CORP /ADV | History | No change | 248,146 | 9,978 | 6.34% | 6.34% | 159 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Monument Group Wealth Advisors, LLC | History | No change | 139,822 | 9,962 | 4.78% | 4.78% | 160 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Compass Financial Group, Inc. | History | No change | 244,216 | 9,819 | 4.15% | 4.15% | 161 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Diversify Advisory Services, LLC | History | No change | 260,988 | 9,787 | 0.16% | 0.16% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 260,988 | 9,787 | 0.16% | 0.16% | 163 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 241,153 | 9,696 | 0.96% | 0.96% | 164 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SIMA Wealth Partners, LLC | History | No change | 239,647 | 9,636 | 6.83% | 6.83% | 165 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GEM Asset Management, LLC | History | No change | 239,267 | 9,620 | 3.79% | 3.79% | 166 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bridgewater Advisors Inc. | History | No change | 249,214 | 9,432 | 0.51% | 0.51% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Essential Planning, LLC. | History | No change | 232,434 | 9,346 | 2.64% | 2.64% | 168 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Midwest Heritage Bank, FSB | History | No change | 229,088 | 9,211 | 2.61% | 2.61% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthquest Corp | History | No change | 227,137 | 9,133 | 0.58% | 0.58% | 170 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 227,032 | 9,125 | 0.93% | 0.93% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 226,893 | 9,123 | 0.8% | 0.8% | 172 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Graver Capital Management, LLC | History | No change | 226,753 | 9,117 | 6.5% | 6.5% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DecisionPoint Financial, LLC | History | No change | 232,429 | 9,115 | 1.69% | 1.69% | 174 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Archford Capital Strategies, LLC | History | No change | 223,904 | 9,003 | 0.91% | 0.91% | 175 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 222,146 | 8,932 | 0.71% | 0.71% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Security Financial Services, INC. | History | No change | 219,896 | 8,842 | 1.23% | 1.23% | 177 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | No change | 222,865 | 8,836 | 6.61% | 6.61% | 178 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Plancorp, LLC | History | No change | 231,497 | 8,829 | 0.22% | 0.22% | 179 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Jacobi Capital Management LLC | History | No change | 219,273 | 8,816 | 0.43% | 0.43% | 180 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DDFG, Inc | History | No change | 218,271 | 8,776 | 1.74% | 1.74% | 181 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pathstone Holdings, LLC | History | No change | 217,043 | 8,727 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DeLarme Wealth Management, Inc. | History | No change | 215,492 | 8,664 | 5.02% | 5.02% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Oceanside Advisors LLC | History | No change | 211,937 | 8,521 | 4.3% | 4.3% | 184 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 209,245 | 8,413 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEVEN MILE ADVISORY | History | No change | 207,939 | 8,361 | 5.61% | 5.61% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IronBridge Private Wealth, LLC | History | No change | 207,476 | 8,342 | 2.74% | 2.74% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MBA Advisors LLC | History | No change | 203,869 | 8,197 | 2.76% | 2.76% | 188 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Waverly Advisors, LLC | History | No change | 202,320 | 8,135 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Wealth Management, Inc./Texas | History | No change | 198,791 | 7,993 | 3.08% | 3.08% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Shore Point Advisors, LLC | History | No change | 198,412 | 7,978 | 2.73% | 2.73% | 191 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Arax Advisory Partners | History | No change | 197,285 | 7,932 | 0.05% | 0.05% | 192 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 193,157 | 7,766 | 1.26% | 1.26% | 193 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Note Advisors, LLC | History | No change | 190,093 | 7,643 | 3.31% | 3.31% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 188,079 | 7,562 | 1.77% | 1.77% | 195 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Jacobsen Capital Management | History | No change | 185,189 | 7,446 | 2.18% | 2.18% | 196 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CVA Family Office, LLC | History | No change | 179,434 | 7,215 | 0.65% | 0.65% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 179,163 | 7,204 | 0.08% | 0.08% | 198 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 179,163 | 7,204 | 0.43% | 0.43% | 199 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VANCE WEALTH, LLC | History | No change | 178,912 | 7,194 | 1.62% | 1.62% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Great Waters Wealth Management | History | Reduced | 182,668 | 7,180 | 0.65% | 0.8% | 201 | -31,103 | -14.55% | Q3 2026 | Oct 07, 2026 |
| Integrity Wealth Solutions LLC | History | No change | 177,726 | 7,146 | 2.64% | 2.64% | 202 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ArborFi Advisors, LLC | History | No change | 176,632 | 7,102 | 5.15% | 5.15% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Keebeck Wealth Management | History | No change | 176,598 | 7,101 | 0.69% | 0.69% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 174,012 | 6,997 | 0.05% | 0.05% | 205 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 171,979 | 6,915 | 0.23% | 0.23% | 206 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CURIO WEALTH, LLC | History | No change | 170,344 | 6,849 | 2.13% | 2.13% | 207 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fort Henry Capital, LLC | History | No change | 168,412 | 6,771 | 3.73% | 3.73% | 208 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 172,081 | 6,764 | 3.87% | 3.96% | 209 | +3,426 | 2.03% | Q3 2026 | Oct 08, 2026 |
| Elser Financial Planning, Inc | History | No change | 167,131 | 6,720 | 0.29% | 0.29% | 210 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sageworth Trust Co | History | No change | 166,676 | 6,702 | 0.26% | 0.26% | 211 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 164,593 | 6,618 | 1.54% | 1.54% | 212 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 164,441 | 6,612 | 1.77% | 1.77% | 213 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| American Capital Advisory, LLC | History | No change | 164,221 | 6,603 | 2.4% | 2.4% | 214 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PFG Advisors | History | No change | 160,934 | 6,471 | 0.33% | 0.33% | 215 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 155,425 | 6,249 | 3.03% | 3.03% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| North Capital, Inc. | History | No change | 150,937 | 6,068 | 4.58% | 4.58% | 217 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Thayer Financial, L.L.C. | History | No change | 150,668 | 6,058 | 5.51% | 5.51% | 218 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| AA Financial Advisors, LLC | History | No change | 150,307 | 6,043 | 0.73% | 0.73% | 219 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | No change | 147,489 | 5,930 | 1.17% | 1.17% | 220 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IAG Wealth Partners, LLC | History | No change | 146,328 | 5,883 | 0.58% | 0.58% | 221 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 145,982 | 5,869 | 0.94% | 0.94% | 222 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Navigoe, LLC | History | No change | 144,950 | 5,828 | 3.05% | 3.05% | 223 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BIP Wealth, LLC | History | No change | 144,888 | 5,825 | 0.17% | 0.17% | 224 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Reduced | 147,473 | 5,797 | 3.19% | 3.15% | 225 | -32 | -0.02% | Q3 2026 | Oct 08, 2026 |
| Linscomb Wealth, Inc. | History | No change | 143,684 | 5,777 | 0.25% | 0.25% | 226 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SouthState Bank Corp | History | No change | 143,305 | 5,762 | 0.24% | 0.24% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | No change | 142,993 | 5,749 | 3.01% | 3.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 142,724 | 5,738 | 0.36% | 0.36% | 229 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Navigate Wealth Management, LLC | History | No change | 150,955 | 5,641 | 3.5% | 3.5% | 230 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Saxony Capital Management, LLC | History | No change | 138,947 | 5,587 | 2.56% | 2.56% | 231 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Equitable Holdings, Inc. | History | No change | 138,811 | 5,581 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Arkadios Wealth Advisors | History | No change | 138,205 | 5,557 | 0.08% | 0.08% | 233 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 133,552 | 5,370 | 1.24% | 1.24% | 234 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Two West Capital Advisors LLC | History | No change | 139,990 | 5,230 | 2.6% | 2.6% | 235 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 123,967 | 4,984 | 0.66% | 0.66% | 236 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sculati Wealth Management, LLC | History | No change | 132,803 | 4,962 | 1.65% | 1.65% | 237 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aegis Wealth Management LLC | History | No change | 123,015 | 4,946 | 2.33% | 2.33% | 238 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 151,869 | 4,946 | 4.23% | 4.23% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Wealth, LLC | History | No change | 122,030 | 4,906 | 0.05% | 0.05% | 240 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 121,993 | 4,905 | 0.08% | 0.08% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SeedSafe Financial LLC | History | No change | 121,059 | 4,864 | 3.5% | 3.5% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Daner Wealth Management, LLC | History | No change | 121,079 | 4,772 | 2.59% | 2.59% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 117,185 | 4,712 | 0.1% | 0.1% | 244 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 118,144 | 4,644 | 0.38% | 0.39% | 245 | +797 | 0.68% | Q3 2026 | Oct 06, 2026 |
| Burton Enright Welch | History | No change | 114,926 | 4,621 | 0.54% | 0.54% | 246 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Tillman Hartley LLC | History | No change | 114,564 | 4,606 | 1.03% | 1.03% | 247 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 113,606 | 4,568 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 113,300 | 4,555 | 1.63% | 1.63% | 249 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 113,262 | 4,554 | 2.01% | 2.01% | 250 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COMMERCE BANK | History | No change | 113,204 | 4,551 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kilner Capital Advisors, LLC | History | No change | 114,286 | 4,550 | 3.9% | 3.9% | 252 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Crown Wealth Group, LLC | History | No change | 112,549 | 4,525 | 1.15% | 1.15% | 253 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| City State Bank | History | No change | 111,172 | 4,470 | 1.02% | 1.02% | 254 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 130,010 | 4,402 | 0.76% | 0.76% | 255 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HB Wealth Management, LLC | History | No change | 107,499 | 4,322 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Elyxium Wealth, LLC | History | No change | 106,831 | 4,295 | 0.45% | 0.45% | 257 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 106,706 | 4,290 | 0.57% | 0.57% | 258 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 105,257 | 4,232 | 1.16% | 1.16% | 259 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Family Manage LLC | History | No change | 105,167 | 4,228 | 0.43% | 0.43% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Burk Holdings LLC | History | No change | 104,370 | 4,196 | 1.55% | 1.55% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 103,424 | 4,158 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 102,801 | 4,133 | 0.71% | 0.71% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Plan Group Financial, LLC | History | No change | 102,329 | 4,114 | 0.85% | 0.85% | 264 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mustard Seed Financial, LLC | History | No change | 101,636 | 4,086 | 2.12% | 2.12% | 265 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Capstone Wealth Management, Inc. | History | No change | 100,040 | 3,936 | 2.95% | 2.95% | 266 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 97,818 | 3,933 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 94,974 | 3,818 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Emprise Bank | History | Reduced | 96,582 | 3,796 | 1.45% | 1.44% | 269 | -369 | -0.38% | Q3 2026 | Oct 07, 2026 |
| LINCOLN CAPITAL CORP | History | No change | 94,201 | 3,787 | 1.23% | 1.23% | 270 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| First PREMIER Bank | History | No change | 93,310 | 3,752 | 0.61% | 0.61% | 271 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Breakwater Capital Group | History | Added to | 94,948 | 3,732 | 0.44% | 0.44% | 272 | +3,307 | 3.61% | Q3 2026 | Oct 08, 2026 |
| AlTi Global, Inc. | History | No change | 92,800 | 3,731 | 0.08% | 0.08% | 273 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanchez Levi Garrett | History | No change | 91,573 | 3,682 | 2.0% | 2.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | No change | 90,774 | 3,650 | 0.1% | 0.1% | 275 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Noble Wealth Partners LLC | History | No change | 90,548 | 3,640 | 3.16% | 3.16% | 276 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 90,235 | 3,628 | 0.23% | 0.23% | 277 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Live Oak Private Wealth LLC | History | No change | 89,061 | 3,581 | 0.45% | 0.45% | 278 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 88,490 | 3,558 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Level Financial Advisors | History | No change | 88,314 | 3,551 | 0.79% | 0.79% | 280 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 87,485 | 3,517 | 1.1% | 1.1% | 281 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 85,051 | 3,419 | 0.34% | 0.34% | 282 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| First Financial Group Corp | History | No change | 84,733 | 3,407 | 2.46% | 2.46% | 283 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 84,259 | 3,388 | 1.25% | 1.25% | 284 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lodestone Wealth Management LLC | History | No change | 83,996 | 3,377 | 1.19% | 1.19% | 285 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Waterfront Wealth Inc. | History | No change | 85,361 | 3,364 | 0.52% | 0.52% | 286 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RFG Advisory, LLC | History | No change | 81,428 | 3,274 | 0.05% | 0.05% | 287 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Evanson Financial, LLC | History | No change | 80,940 | 3,254 | 0.16% | 0.16% | 288 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Hilltop Holdings Inc. | History | No change | 80,735 | 3,246 | 0.25% | 0.25% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aviance Capital Partners, LLC | History | No change | 80,631 | 3,242 | 0.34% | 0.34% | 290 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 80,098 | 3,220 | 1.16% | 1.16% | 291 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Apollon Wealth Management, LLC | History | No change | 80,089 | 3,220 | 0.04% | 0.04% | 292 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 79,816 | 3,209 | 0.98% | 0.98% | 293 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Johnson Wealth Management, LLC | History | No change | 78,470 | 3,155 | 1.34% | 1.34% | 294 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Platform Wealth Management, LLC | History | No change | 77,268 | 3,106 | 1.14% | 1.14% | 295 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XY Planning Network, Inc. | History | No change | 75,964 | 3,054 | 0.38% | 0.38% | 296 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Financial Symmetry Inc | History | Reduced | 77,271 | 3,037 | 0.97% | 1.09% | 297 | -3,788 | -4.67% | Q3 2026 | Oct 06, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 74,105 | 2,979 | 0.73% | 0.73% | 298 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ALKEME WEALTH, LLC | History | No change | 74,807 | 2,940 | 1.11% | 1.15% | 299 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 71,620 | 2,880 | 0.03% | 0.03% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |