Dimensional ETF Trust - DFAI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 27,763,226 | 1,145,233 | 0.27% | 0.27% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| First Command Advisory Services, Inc. | History | No change | 15,272,021 | 629,970 | 3.75% | 3.75% | 2 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 14,948,542 | 616,627 | 0.67% | 0.67% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 10,409,354 | 429,385 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 9,826,699 | 405,603 | 1.66% | 1.66% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 7,867,848 | 324,548 | 0.04% | 0.04% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SYM FINANCIAL Corp | History | No change | 6,729,230 | 277,580 | 22.31% | 22.31% | 7 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ROYAL BANK OF CANADA | History | No change | 6,472,722 | 266,999 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 5,636,392 | 232,501 | 2.91% | 2.91% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 4,754,034 | 196,103 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 4,567,118 | 188,393 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | No change | 4,528,406 | 186,796 | 7.26% | 7.26% | 12 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vise Technologies, Inc. | History | No change | 4,495,210 | 185,427 | 2.1% | 2.1% | 13 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | No change | 4,350,104 | 179,440 | 0.19% | 0.19% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 4,171,293 | 172,065 | 0.65% | 0.65% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Annex Advisory Services, LLC | History | No change | 4,128,690 | 170,308 | 2.91% | 2.91% | 16 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 3,693,307 | 152,348 | 14.88% | 14.88% | 17 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 3,637,438 | 150,044 | 7.73% | 7.73% | 18 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HighTower Advisors, LLC | History | No change | 3,441,572 | 141,964 | 0.14% | 0.14% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | No change | 3,074,543 | 126,824 | 0.18% | 0.18% | 20 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,972,994 | 122,635 | 0.15% | 0.15% | 21 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Pure Financial Advisors, LLC | History | No change | 2,926,491 | 120,717 | 1.54% | 1.54% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LVZ, Inc. | History | No change | 2,918,971 | 120,407 | 12.23% | 12.23% | 23 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,844,690 | 117,343 | 1.11% | 1.11% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 2,827,567 | 116,637 | 0.58% | 0.58% | 25 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| One Capital Management, LLC | History | No change | 2,955,353 | 115,140 | 3.2% | 3.2% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 2,752,464 | 113,539 | 0.96% | 0.96% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 2,631,810 | 108,562 | 0.14% | 0.14% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 2,615,704 | 107,897 | 3.04% | 3.04% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 2,594,607 | 107,027 | 0.1% | 0.1% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 2,440,834 | 100,684 | 12.54% | 12.54% | 31 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 2,413,701 | 99,565 | 0.84% | 0.84% | 32 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apollon Wealth Management, LLC | History | No change | 2,401,287 | 99,053 | 1.2% | 1.2% | 33 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MASECO LLP | History | No change | 2,378,111 | 98,120 | 2.76% | 2.76% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 2,289,576 | 94,445 | 0.44% | 0.44% | 35 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Marquette Asset Management, LLC | History | Added to | 2,261,436 | 93,691 | 12.23% | 11.89% | 36 | +16,446 | 0.73% | Q3 2026 | Oct 09, 2026 |
| Focus Partners Wealth | History | No change | 2,242,095 | 92,486 | 0.09% | 0.09% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Zhang Financial LLC | History | No change | 2,110,994 | 87,078 | 2.54% | 2.54% | 38 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,007,093 | 82,792 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,002,126 | 82,587 | 0.45% | 0.45% | 40 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 1,961,478 | 80,930 | 0.1% | 0.1% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAM Investment Partners, LLC | History | No change | 1,934,044 | 79,779 | 12.76% | 12.76% | 42 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Berman McAleer LLC | History | No change | 1,823,537 | 75,220 | 8.71% | 8.71% | 43 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,815,369 | 74,883 | 0.29% | 0.29% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savant Capital, LLC | History | No change | 1,803,215 | 74,881 | 0.22% | 0.22% | 45 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1,734,115 | 71,531 | 6.78% | 6.78% | 46 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WNY Asset Management, LLC | History | No change | 1,686,967 | 69,587 | 6.21% | 6.21% | 47 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BRIGHTON JONES LLC | History | No change | 1,660,158 | 68,481 | 1.27% | 1.27% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pioneer Wealth Management Group | History | Added to | 1,578,083 | 65,379 | 15.43% | 15.12% | 49 | +60,483 | 3.99% | Q3 2026 | Oct 08, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 1,582,438 | 65,275 | 6.13% | 6.13% | 50 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bridgewater Advisors Inc. | History | No change | 1,493,788 | 63,142 | 3.44% | 3.44% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wealth Dimensions Group, Ltd. | History | No change | 1,463,610 | 60,373 | 10.81% | 10.81% | 52 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| First National Advisers, LLC | History | No change | 1,441,680 | 59,469 | 8.35% | 8.35% | 53 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,437,130 | 59,281 | 0.41% | 0.41% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Everhart Financial Group, Inc. | History | Added to | 1,404,497 | 58,188 | 3.58% | 3.18% | 55 | +198,222 | 16.43% | Q3 2026 | Oct 08, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,398,059 | 57,669 | 0.17% | 0.17% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RVW Wealth, LLC | History | Reduced | 1,383,038 | 57,299 | 3.68% | 4.15% | 57 | -144,585 | -9.46% | Q3 2026 | Oct 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,342,622 | 55,383 | 0.07% | 0.07% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aquire Wealth Advisors, LLC | History | No change | 1,314,008 | 54,202 | 12.42% | 12.42% | 59 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,275,139 | 52,599 | 0.71% | 0.71% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Great Point Wealth Advisors, LLC | History | No change | 1,274,802 | 52,585 | 8.49% | 8.49% | 61 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,261,396 | 52,032 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 1,261,262 | 52,027 | 8.34% | 8.34% | 63 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Kestra Investment Management, LLC | History | No change | 1,246,705 | 51,426 | 1.0% | 1.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,221,090 | 50,369 | 0.44% | 0.44% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apella Capital, LLC | History | Added to | 1,190,538 | 48,990 | 0.62% | 0.66% | 66 | +69,225 | 6.17% | Q3 2026 | Oct 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,161,885 | 48,311 | 0.08% | 0.08% | 67 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 1,229,643 | 47,906 | 1.95% | 1.95% | 68 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Arista Wealth Management, LLC | History | No change | 1,077,141 | 44,432 | 4.79% | 4.79% | 69 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HighPoint Advisor Group LLC | History | No change | 1,072,064 | 44,222 | 1.56% | 1.56% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,067,709 | 44,042 | 2.2% | 2.2% | 71 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Stadion Money Management, LLC | History | No change | 1,067,068 | 44,016 | 3.79% | 3.79% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,033,393 | 42,627 | 0.06% | 0.06% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 1,023,663 | 42,226 | 0.19% | 0.19% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 1,017,129 | 41,956 | 0.12% | 0.12% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chico Wealth RIA | History | No change | 1,016,596 | 41,934 | 21.85% | 21.85% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Annandale Capital, LLC | History | No change | 1,007,698 | 41,568 | 5.67% | 5.67% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 1,007,007 | 41,539 | 0.51% | 0.51% | 78 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Perigon Wealth Management, LLC | History | No change | 1,002,180 | 41,339 | 0.65% | 0.65% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 975,380 | 40,127 | 1.3% | 1.3% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthquest Corp | History | No change | 969,967 | 40,011 | 2.52% | 2.52% | 81 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 969,277 | 39,982 | 2.58% | 2.58% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 1,040,170 | 39,640 | 13.52% | 13.52% | 83 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 952,732 | 39,300 | 5.21% | 5.21% | 84 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 950,528 | 39,209 | 6.44% | 6.44% | 85 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 919,814 | 37,942 | 0.08% | 0.08% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Pallas Capital Advisors LLC | History | No change | 919,539 | 37,930 | 1.17% | 1.17% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Consilium Wealth Advisory, LLC | History | No change | 894,894 | 36,914 | 10.96% | 10.96% | 88 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Monument Group Wealth Advisors, LLC | History | No change | 860,976 | 35,515 | 17.05% | 17.05% | 89 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LRI Investments, LLC | History | No change | 837,560 | 34,549 | 2.78% | 2.78% | 90 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Financial Alternatives, Inc | History | No change | 836,269 | 34,496 | 17.0% | 17.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IMA Advisory Services, Inc. | History | No change | 830,927 | 34,275 | 2.14% | 2.14% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Trinity Financial Advisors LLC | History | Reduced | 822,587 | 34,079 | 8.77% | 8.73% | 93 | -1,139 | -0.14% | Q3 2026 | Oct 08, 2026 |
| Valued Wealth Advisors LLC | History | No change | 813,233 | 33,545 | 12.19% | 12.19% | 94 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Joseph Group Capital Management | History | No change | 785,542 | 32,403 | 6.81% | 6.81% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Amicus Financial Advisors, LLC | History | No change | 784,617 | 32,365 | 7.95% | 7.95% | 96 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kure Advisory, LLC | History | Added to | 779,406 | 32,290 | 14.92% | 15.0% | 97 | +11,994 | 1.56% | Q3 2026 | Oct 08, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | No change | 779,443 | 32,152 | 12.83% | 12.83% | 98 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 772,680 | 31,873 | 3.81% | 3.81% | 99 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Plancorp, LLC | History | No change | 768,347 | 31,686 | 0.77% | 0.77% | 100 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Betterment LLC | History | No change | 767,154 | 31,645 | 0.05% | 0.05% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 755,888 | 31,180 | 3.53% | 3.53% | 102 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 747,913 | 30,851 | 0.05% | 0.05% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curated Wealth Partners LLC | History | No change | 735,149 | 30,324 | 3.51% | 3.51% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 766,553 | 29,871 | 0.49% | 0.49% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 723,928 | 29,862 | 0.14% | 0.14% | 106 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Fonville Wealth Management LLC | History | No change | 722,448 | 29,800 | 4.87% | 4.87% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 721,193 | 29,749 | 0.05% | 0.05% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forum Private Client Group LLC | History | No change | 702,969 | 28,997 | 8.63% | 8.63% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 700,099 | 28,879 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 693,095 | 28,590 | 0.12% | 0.12% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Creative Planning | History | No change | 686,795 | 28,330 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DecisionPoint Financial, LLC | History | No change | 680,856 | 27,976 | 5.18% | 5.18% | 113 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Evanson Financial, LLC | History | No change | 664,575 | 27,413 | 1.34% | 1.34% | 114 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 665,070 | 27,374 | 0.55% | 0.55% | 115 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisory Alpha, LLC | History | No change | 648,270 | 26,741 | 0.66% | 0.66% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | No change | 645,345 | 26,620 | 0.09% | 0.09% | 117 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Highland Investment Advisors LLC | History | No change | 634,474 | 26,172 | 11.41% | 11.41% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROGAN FINANCIAL, INC. | History | No change | 632,309 | 26,082 | 10.45% | 10.45% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 627,900 | 25,900 | 0.14% | 0.14% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Heritage Wealth Management, Inc./Texas | History | No change | 621,176 | 25,623 | 9.86% | 9.86% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stonehearth Capital Management, LLC | History | No change | 612,525 | 25,266 | 8.62% | 8.62% | 122 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 610,714 | 25,191 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TCP Asset Management, LLC | History | No change | 606,362 | 25,012 | 2.84% | 2.84% | 124 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Berger Financial Group, Inc | History | No change | 596,873 | 24,621 | 1.26% | 1.26% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Allodium Investment Consultants, LLC | History | No change | 595,340 | 24,557 | 10.43% | 10.43% | 126 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Austin Wealth Management, LLC | History | No change | 591,035 | 24,439 | 5.16% | 5.16% | 127 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Spectrum Investment Advisors, Inc. | History | No change | 580,123 | 23,930 | 9.78% | 9.78% | 128 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | No change | 576,374 | 23,775 | 4.12% | 4.12% | 129 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BWM Planning, LLC | History | No change | 568,312 | 23,442 | 5.44% | 5.44% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Parkshore Wealth Management, Inc. | History | No change | 558,989 | 23,058 | 6.62% | 6.62% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Next Level Wealth Planning, LLC | History | No change | 554,859 | 22,887 | 10.08% | 10.08% | 132 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 552,675 | 22,797 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AWM CAPITAL, LLC | History | No change | 546,212 | 22,531 | 1.8% | 1.8% | 134 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 542,946 | 22,396 | 5.23% | 5.23% | 135 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 513,424 | 21,178 | 0.6% | 0.6% | 136 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 513,267 | 21,172 | 0.05% | 0.05% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | No change | 506,835 | 20,906 | 4.14% | 4.14% | 138 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Essential Planning, LLC. | History | No change | 485,639 | 20,032 | 5.66% | 5.66% | 139 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Diversify Advisory Services, LLC | History | No change | 478,293 | 19,882 | 0.33% | 0.33% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 478,293 | 19,882 | 0.33% | 0.33% | 141 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CPA Asset Management Group, LLC | History | No change | 477,119 | 19,681 | 5.67% | 5.67% | 142 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Waverly Advisors, LLC | History | No change | 472,494 | 19,490 | 0.11% | 0.11% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Veracity Capital LLC | History | Added to | 468,636 | 19,415 | 5.22% | 4.96% | 144 | +23,614 | 5.31% | Q3 2026 | Oct 08, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 462,789 | 19,090 | 1.97% | 1.97% | 145 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Private Wealth Management Group, LLC | History | No change | 462,505 | 19,078 | 4.43% | 4.43% | 146 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Note Advisors, LLC | History | No change | 462,050 | 19,059 | 8.27% | 8.27% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 459,493 | 18,954 | 5.55% | 5.55% | 148 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CURIO WEALTH, LLC | History | No change | 459,122 | 18,938 | 5.88% | 5.88% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jacobi Capital Management LLC | History | No change | 444,995 | 18,356 | 0.9% | 0.9% | 150 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Advantage Trust Co | History | No change | 442,318 | 18,245 | 6.42% | 6.42% | 151 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CVA Family Office, LLC | History | No change | 437,588 | 18,050 | 1.63% | 1.63% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Colorado Capital Management, Inc. | History | No change | 423,682 | 17,477 | 5.96% | 5.96% | 153 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 417,786 | 17,233 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SouthState Bank Corp | History | No change | 413,724 | 17,066 | 0.71% | 0.71% | 155 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 412,249 | 17,005 | 1.68% | 1.68% | 156 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Oak Wealth Advisors LLC | History | No change | 411,081 | 16,957 | 8.13% | 8.13% | 157 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | No change | 410,787 | 16,944 | 3.03% | 3.03% | 158 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DeLarme Wealth Management, Inc. | History | No change | 410,223 | 16,921 | 9.81% | 9.81% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arcadia Wealth Management, Inc. | History | No change | 404,847 | 16,699 | 7.97% | 7.97% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Midwest Heritage Bank, FSB | History | No change | 404,616 | 16,690 | 4.73% | 4.73% | 161 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Well Done, LLC | History | No change | 400,918 | 16,537 | 2.22% | 2.22% | 162 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Envision Financial Planning, LLC | History | No change | 399,885 | 16,495 | 5.37% | 5.37% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 396,464 | 16,354 | 1.82% | 1.82% | 164 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Diversified Portfolios, Inc. | History | No change | 390,913 | 16,125 | 1.17% | 1.17% | 165 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Charter Capital Management, LLC\DE | History | No change | 388,869 | 16,040 | 7.1% | 7.1% | 166 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| tru Independence LLC | History | No change | 387,793 | 15,996 | 7.0% | 7.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 386,808 | 15,955 | 1.01% | 1.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| My Personal CFO, LLC | History | No change | 386,579 | 15,946 | 6.22% | 6.22% | 169 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Optimus Capital Advisors, LLC | History | No change | 385,514 | 15,902 | 8.54% | 8.54% | 170 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 383,247 | 15,877 | 9.09% | 8.9% | 171 | +13,547 | 3.66% | Q3 2026 | Oct 08, 2026 |
| Sterling Wealth Advisors Inc | History | No change | 380,607 | 15,700 | 8.53% | 8.53% | 172 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | No change | 379,208 | 15,695 | 7.94% | 7.94% | 173 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Morling Financial Advisors, LLC | History | No change | 375,773 | 15,500 | 4.31% | 4.31% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 375,041 | 15,470 | 2.95% | 2.95% | 175 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 374,090 | 15,431 | 1.27% | 1.27% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.B. Root & Company, LLC | History | No change | 368,524 | 15,201 | 3.23% | 3.23% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mendota Financial Group, LLC | History | Reduced | 365,999 | 15,163 | 9.4% | 9.57% | 178 | -8,199 | -2.19% | Q3 2026 | Oct 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 367,111 | 15,143 | 0.13% | 0.13% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Graver Capital Management, LLC | History | No change | 365,591 | 15,080 | 10.74% | 10.74% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Archvest Wealth Advisors, Inc. | History | No change | 362,454 | 14,951 | 8.65% | 8.65% | 181 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 357,831 | 14,760 | 0.16% | 0.16% | 182 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 357,531 | 14,748 | 0.88% | 0.88% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CWS Financial Advisors, LLC | History | No change | 357,002 | 14,726 | 3.27% | 3.27% | 184 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | No change | 357,606 | 14,711 | 11.01% | 11.01% | 185 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| American Capital Advisory, LLC | History | No change | 355,694 | 14,672 | 5.34% | 5.34% | 186 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 353,529 | 14,583 | 3.42% | 3.42% | 187 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Modera Wealth Management, LLC | History | No change | 352,811 | 14,553 | 0.16% | 0.16% | 188 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Equitable Holdings, Inc. | History | No change | 351,829 | 14,512 | 0.09% | 0.09% | 189 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 368,908 | 14,376 | 1.8% | 1.8% | 190 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arax Advisory Partners | History | No change | 342,928 | 14,145 | 0.09% | 0.09% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Birchcreek Wealth Management, LLC | History | No change | 340,796 | 14,057 | 5.48% | 5.48% | 192 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 337,901 | 13,938 | 0.89% | 0.89% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 337,743 | 13,931 | 0.78% | 0.78% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fermata Advisors, LLC | History | No change | 334,737 | 13,807 | 2.79% | 2.79% | 195 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Guardian Wealth Management, LLC | History | No change | 334,641 | 13,803 | 3.87% | 3.87% | 196 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 327,969 | 13,528 | 0.22% | 0.22% | 197 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Thayer Financial, L.L.C. | History | No change | 323,246 | 13,333 | 12.12% | 12.12% | 198 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ENTREWEALTH, LLC | History | No change | 308,216 | 13,200 | 4.89% | 4.89% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spectrum Advisors, Inc. | History | No change | 316,830 | 13,069 | 9.24% | 9.24% | 200 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| Forza Wealth Management, LLC | History | No change | 314,766 | 12,984 | 3.98% | 3.98% | 201 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Florida Trust Wealth Management Co | History | No change | 314,708 | 12,981 | 0.32% | 0.32% | 202 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beckerman Institutional, LLC | History | No change | 313,991 | 12,952 | 6.16% | 6.16% | 203 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jacobsen Capital Management | History | No change | 313,383 | 12,927 | 3.78% | 3.78% | 204 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Tortoise Investment Management, LLC | History | No change | 310,076 | 12,790 | 0.95% | 0.95% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 309,638 | 12,772 | 3.33% | 3.33% | 206 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 307,567 | 12,683 | 1.29% | 1.29% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEM Asset Management, LLC | History | No change | 307,018 | 12,664 | 4.99% | 4.99% | 208 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Employees' Retirement Fund of the City of Fort Worth | History | No change | 303,800 | 12,531 | 4.47% | 4.47% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Platform Wealth Management, LLC | History | No change | 295,064 | 12,171 | 4.45% | 4.45% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ancora Advisors LLC | History | No change | 293,578 | 12,110 | 0.23% | 0.23% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 287,923 | 11,876 | 1.57% | 1.57% | 212 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ledgewood Wealth Advisors, LLC | History | Reduced | 286,133 | 11,854 | 6.53% | 6.33% | 213 | -3,016 | -1.04% | Q3 2026 | Oct 08, 2026 |
| Fort Henry Capital, LLC | History | No change | 287,287 | 11,850 | 6.53% | 6.53% | 214 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Argo Wealth Advisory, LLC | History | No change | 285,328 | 11,769 | 6.49% | 6.49% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Coyle Financial Counsel LLC | History | No change | 284,051 | 11,717 | 2.14% | 2.14% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 280,164 | 11,649 | 0.78% | 0.78% | 217 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 282,045 | 11,634 | 1.99% | 1.99% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BROWN ADVISORY INC | History | No change | 275,400 | 11,360 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VESTOR CAPITAL, LLC | History | No change | 41,682 | 11,335 | 0.71% | 0.71% | 220 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Two West Capital Advisors LLC | History | No change | 275,631 | 11,311 | 5.62% | 5.62% | 221 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| B&D White Capital Company, LLC | History | No change | 273,656 | 11,288 | 1.12% | 1.12% | 222 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Great Diamond Partners, LLC | History | No change | 272,400 | 11,236 | 1.93% | 1.93% | 223 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 271,071 | 11,181 | 2.58% | 2.58% | 224 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Shira Ridge Wealth Management | History | Added to | 269,654 | 11,171 | 3.88% | 3.77% | 225 | +7,537 | 2.88% | Q3 2026 | Oct 08, 2026 |
| SIMA Wealth Partners, LLC | History | No change | 264,669 | 10,917 | 7.74% | 7.74% | 226 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Trailhead Planners LLC | History | No change | 264,365 | 10,905 | 10.54% | 10.54% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aspen Wealth Management LLC | History | No change | 260,807 | 10,758 | 1.83% | 1.83% | 228 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arkadios Wealth Advisors | History | No change | 258,044 | 10,644 | 0.16% | 0.16% | 229 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 253,552 | 10,504 | 0.07% | 0.07% | 230 | +39,805 | 18.62% | Q3 2026 | Oct 08, 2026 |
| Larson Financial Group LLC | History | No change | 247,275 | 10,200 | 0.27% | 0.27% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Financial, LLC | History | No change | 244,560 | 10,088 | 1.19% | 1.19% | 232 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | No change | 240,360 | 9,914 | 5.19% | 5.19% | 233 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lionshead Wealth Management, LLC | History | No change | 238,031 | 9,818 | 6.37% | 6.37% | 234 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 237,423 | 9,793 | 1.19% | 1.19% | 235 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Savvy Advisors, Inc. | History | No change | 235,881 | 9,730 | 0.21% | 0.21% | 236 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 235,084 | 9,697 | 4.7% | 4.7% | 237 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 231,158 | 9,535 | 2.97% | 2.97% | 238 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Colony Family Offices, LLC | History | No change | 229,808 | 9,479 | 2.08% | 2.08% | 239 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 228,590 | 9,429 | 1.24% | 1.24% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HB Wealth Management, LLC | History | No change | 226,016 | 9,323 | 0.05% | 0.05% | 241 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JPL Wealth Management, LLC | History | No change | 225,601 | 9,306 | 1.85% | 1.85% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 225,575 | 9,304 | 6.56% | 6.56% | 243 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Indivisible Partners | History | No change | 225,079 | 9,284 | 0.52% | 0.52% | 244 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SpringVest Wealth Management LLC | History | No change | 223,646 | 9,225 | 5.8% | 5.8% | 245 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Prodigy Asset Management LLC | History | No change | 221,412 | 9,133 | 2.75% | 2.75% | 246 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 221,242 | 9,126 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Security Financial Services, INC. | History | No change | 221,148 | 9,122 | 1.27% | 1.27% | 248 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 217,332 | 8,964 | 0.9% | 0.9% | 249 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ArborFi Advisors, LLC | History | No change | 214,319 | 8,840 | 6.41% | 6.41% | 250 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 213,977 | 8,826 | 2.83% | 2.83% | 251 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Tillman Hartley LLC | History | No change | 211,688 | 8,732 | 1.96% | 1.96% | 252 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Live Oak Private Wealth LLC | History | No change | 208,210 | 8,588 | 1.07% | 1.07% | 253 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 207,750 | 8,569 | 5.56% | 5.56% | 254 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 204,859 | 8,450 | 0.97% | 0.97% | 255 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aegis Wealth Management LLC | History | No change | 204,026 | 8,416 | 3.96% | 3.96% | 256 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clarity Capital Advisors, LLC | History | No change | 201,551 | 8,313 | 3.48% | 3.48% | 257 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 200,565 | 8,273 | 1.33% | 1.33% | 258 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 196,591 | 8,109 | 2.23% | 2.23% | 259 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TCI Wealth Advisors, Inc. | History | No change | 196,365 | 8,100 | 0.35% | 0.35% | 260 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| United Advisor Group, LLC | History | No change | 195,544 | 8,066 | 0.85% | 0.85% | 261 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mustard Seed Financial, LLC | History | No change | 189,441 | 7,814 | 4.06% | 4.06% | 262 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MGO ONE SEVEN LLC | History | No change | 189,384 | 7,812 | 0.13% | 0.13% | 263 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GeoWealth Management, LLC | History | No change | 188,696 | 7,783 | 0.24% | 0.24% | 264 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 183,561 | 7,572 | 0.31% | 0.31% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avior Wealth Management, LLC | History | No change | 182,852 | 7,542 | 0.2% | 0.2% | 266 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Integrity Investment Advisors, LLC | History | No change | 181,854 | 7,501 | 3.26% | 3.26% | 267 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KEB ASSET MANAGEMENT, LLC | History | No change | 180,153 | 7,431 | 1.2% | 1.2% | 268 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 179,826 | 7,417 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FourThought Financial Partners, LLC | History | No change | 178,735 | 7,372 | 0.57% | 0.57% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AlTi Global, Inc. | History | No change | 178,250 | 7,352 | 0.15% | 0.15% | 271 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hurlow Wealth Management Group, Inc. | History | No change | 176,854 | 7,295 | 1.52% | 1.52% | 272 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cresset Asset Management, LLC | History | No change | 176,279 | 7,271 | 0.03% | 0.03% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | No change | 176,053 | 7,262 | 0.11% | 0.11% | 274 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | No change | 175,753 | 7,249 | 2.28% | 2.28% | 275 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| R. W. Roge & Company, Inc. | History | No change | 173,755 | 7,167 | 3.0% | 3.0% | 276 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FinDec Wealth Services, Inc. | History | No change | 173,603 | 7,161 | 8.46% | 8.46% | 277 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| North Capital, Inc. | History | No change | 173,349 | 7,150 | 5.4% | 5.4% | 278 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | No change | 171,071 | 7,056 | 0.56% | 0.56% | 279 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Baring Financial LLC | History | Added to | 169,779 | 7,033 | 3.76% | 3.81% | 280 | +2,137 | 1.27% | Q3 2026 | Oct 07, 2026 |
| Lynx Investment Advisory | History | No change | 170,009 | 7,012 | 2.3% | 2.3% | 281 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 167,515 | 6,909 | 0.38% | 0.38% | 282 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| First Financial Group Corp | History | No change | 166,692 | 6,876 | 4.97% | 4.97% | 283 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 166,932 | 6,867 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 162,885 | 6,718 | 0.14% | 0.14% | 285 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Elser Financial Planning, Inc | History | No change | 162,277 | 6,693 | 0.29% | 0.29% | 286 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | No change | 158,894 | 6,554 | 5.36% | 5.36% | 287 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SeedSafe Financial LLC | History | No change | 158,679 | 6,545 | 4.71% | 4.71% | 288 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Johnson Wealth Management, LLC | History | No change | 157,683 | 6,504 | 2.76% | 2.76% | 289 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 156,706 | 6,464 | 0.66% | 0.66% | 290 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | Added to | 155,530 | 6,443 | 0.92% | 0.91% | 291 | +1,262 | 0.82% | Q3 2026 | Oct 08, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 165,561 | 6,309 | 5.4% | 5.4% | 292 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Wealth, LLC | History | No change | 151,996 | 6,269 | 0.06% | 0.06% | 293 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 151,283 | 6,240 | 2.24% | 2.24% | 294 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 149,955 | 6,185 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 149,876 | 6,182 | 1.18% | 1.18% | 296 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Breakwater Capital Group | History | Added to | 146,411 | 6,065 | 0.72% | 0.68% | 297 | +9,933 | 7.28% | Q3 2026 | Oct 08, 2026 |
| COWA, LLC | History | No change | 145,476 | 6,000 | 1.51% | 1.51% | 298 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| City State Bank | History | No change | 144,938 | 5,978 | 1.37% | 1.37% | 299 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Oceanside Advisors LLC | History | No change | 144,233 | 5,949 | 3.0% | 3.0% | 300 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |