Dimensional ETF Trust - DFAR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | History | Reduced | 3,366,656 | 88,071 | 0.09% | 0.1% | 1 | -208,934 | -5.84% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,723,415 | 71,244 | 0.07% | 0.07% | 2 | +28,547 | 1.06% | Q2 2026 | Aug 05, 2026 |
| Root Financial Partners, LLC | History | Added to | 2,326,002 | 60,848 | 2.36% | 2.32% | 3 | +208,525 | 9.85% | Q2 2026 | Jul 29, 2026 |
| Vise Technologies, Inc. | History | Added to | 2,191,582 | 57,331 | 0.65% | 0.76% | 4 | +495,017 | 29.18% | Q2 2026 | Aug 10, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 2,011,875 | 52,630 | 0.06% | 0.06% | 5 | -188,850 | -8.58% | Q2 2026 | Aug 12, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 1,795,268 | 46,964 | 6.95% | 10.15% | 6 | -734,130 | -29.02% | Q2 2026 | Aug 13, 2026 |
| RAM Investment Partners, LLC | History | Added to | 1,456,821 | 38,110 | 6.09% | 5.93% | 7 | +29,040 | 2.03% | Q2 2026 | Jul 29, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | Added to | 1,455,484 | 38,075 | 3.72% | 3.67% | 8 | +10,888 | 0.75% | Q2 2026 | Jul 13, 2026 |
| Savant Capital, LLC | History | Added to | 1,194,369 | 31,527 | 0.09% | 0.08% | 9 | +481,443 | 67.53% | Q2 2026 | Aug 10, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Added to | 1,081,514 | 28,692 | 6.2% | 6.04% | 10 | +25,839 | 2.45% | Q2 2026 | Jul 14, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 1,008,922 | 26,393 | 3.69% | 3.67% | 11 | +4,015 | 0.4% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 936,661 | 24,503 | 0.11% | 0.12% | 12 | +8,322 | 0.9% | Q2 2026 | Aug 18, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 757,577 | 19,818 | 0.1% | 0.09% | 13 | +50,748 | 7.18% | Q2 2026 | Jul 17, 2026 |
| Burton Enright Welch | History | Added to | 750,411 | 19,630 | 2.31% | 2.24% | 14 | +52,294 | 7.49% | Q2 2026 | Jul 17, 2026 |
| Wealth Dimensions Group, Ltd. | History | Added to | 717,843 | 18,778 | 3.36% | 3.28% | 15 | +13,908 | 1.98% | Q2 2026 | Jul 22, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 657,049 | 17,188 | 1.26% | 1.19% | 16 | -37,903 | -5.45% | Q2 2026 | Aug 03, 2026 |
| United Wealth Management, LLC | History | Added to | 600,451 | 15,707 | 3.53% | 3.5% | 17 | +5,746 | 0.97% | Q2 2026 | Jul 23, 2026 |
| North Berkeley Wealth Management, LLC | History | Added to | 592,931 | 15,511 | 6.27% | 5.27% | 18 | +171,714 | 40.77% | Q2 2026 | Jul 28, 2026 |
| Fidato Wealth LLC | History | Added to | 543,699 | 14,223 | 8.31% | 8.18% | 19 | +11,218 | 2.11% | Q2 2026 | Aug 03, 2026 |
| LRI Investments, LLC | History | Added to | 518,972 | 13,576 | 1.09% | 0.97% | 20 | +56,607 | 12.24% | Q2 2026 | Jul 14, 2026 |
| Core Wealth Management, Inc. | History | Added to | 504,582 | 13,199 | 3.71% | 3.52% | 21 | +19,231 | 3.96% | Q2 2026 | Jul 29, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 502,097 | 13,134 | 1.04% | 1.02% | 22 | +46,296 | 10.16% | Q2 2026 | Aug 06, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 470,402 | 12,305 | 0.04% | 0.05% | 23 | -39,444 | -7.74% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 469,889 | 12,292 | 0.1% | 0.11% | 24 | +23,030 | 5.15% | Q2 2026 | Jul 27, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 514,719 | 12,173 | 0.38% | 0.38% | 25 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 451,563 | 11,812 | 0.1% | 0.1% | 26 | +22,764 | 5.31% | Q2 2026 | Aug 06, 2026 |
| Onyx Financial Advisors, LLC | History | Added to | 441,767 | 11,556 | 4.16% | 4.06% | 27 | +28,528 | 6.9% | Q2 2026 | Jul 17, 2026 |
| PINNEY & SCOFIELD, INC. | History | Added to | 439,581 | 11,499 | 5.62% | 5.5% | 28 | +8,258 | 1.91% | Q2 2026 | Aug 07, 2026 |
| Aspen Wealth Management LLC | History | Added to | 438,451 | 11,469 | 1.95% | 1.84% | 29 | +48,797 | 12.52% | Q2 2026 | Jul 31, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Added to | 435,281 | 11,386 | 1.82% | 1.79% | 30 | +7,243 | 1.69% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 420,815 | 11,008 | 0.0% | 0.0% | 31 | -37,507 | -8.18% | Q2 2026 | Aug 14, 2026 |
| Timonier Family Office, LTD. | History | New | 414,263 | 10,837 | 3.06% | — | 32 | +414,263 | New | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | Added to | 412,325 | 10,786 | 0.0% | 0.0% | 33 | +30,185 | 7.9% | Q2 2026 | Aug 07, 2026 |
| Betterment LLC | History | Added to | 405,281 | 10,602 | 0.02% | 0.02% | 34 | +23,588 | 6.18% | Q2 2026 | Aug 14, 2026 |
| Forum Financial Management, LP | History | Reduced | 395,886 | 10,356 | 0.13% | 0.13% | 35 | -5,222 | -1.3% | Q2 2026 | Jul 23, 2026 |
| Apella Capital, LLC | History | Reduced | 386,053 | 10,290 | 0.15% | 0.15% | 36 | -2,139 | -0.55% | Q2 2026 | Jul 08, 2026 |
| Crestmont Private Wealth LLC | History | Added to | 390,810 | 10,223 | 2.87% | 2.53% | 37 | +51,661 | 15.23% | Q2 2026 | Aug 07, 2026 |
| Pillar Financial Advisors, LLC | History | Added to | 362,169 | 9,474 | 4.96% | 4.88% | 38 | +9,083 | 2.57% | Q2 2026 | Jul 24, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 332,365 | 8,694 | 0.06% | 0.01% | 39 | +258,088 | 347.47% | Q2 2026 | Aug 14, 2026 |
| Straight Path Wealth Management | History | Added to | 329,831 | 8,628 | 2.02% | 2.03% | 40 | +7,735 | 2.4% | Q2 2026 | Jul 27, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 323,800 | 8,470 | 0.0% | 0.0% | 41 | +306,311 | 1751.45% | Q2 2026 | Aug 14, 2026 |
| Financial Harvest, LLC | History | Added to | 320,415 | 8,382 | 3.47% | 4.1% | 42 | +26,150 | 8.89% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | New | 318,109 | 8,321 | 0.08% | — | 43 | +318,109 | New | Q2 2026 | Jul 28, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 308,340 | 8,066 | 0.23% | 0.23% | 44 | -6,250 | -1.99% | Q2 2026 | Jul 07, 2026 |
| CURIO WEALTH, LLC | History | Added to | 300,258 | 7,854 | 2.44% | 2.3% | 45 | +15,459 | 5.43% | Q2 2026 | Aug 07, 2026 |
| AWM CAPITAL, LLC | History | Added to | 291,455 | 7,624 | 0.61% | 0.57% | 46 | +26,223 | 9.89% | Q2 2026 | Jul 31, 2026 |
| Vannoy Advisory Group, Inc. | History | Added to | 282,604 | 7,392 | 4.18% | 4.23% | 47 | +269 | 0.1% | Q2 2026 | Jul 22, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 258,386 | 6,759 | 0.42% | 0.67% | 48 | -159,125 | -38.11% | Q2 2026 | Jul 08, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Reduced | 257,634 | 6,739 | 1.64% | 1.67% | 49 | -414 | -0.16% | Q2 2026 | Jul 30, 2026 |
| Private Advisor Group, LLC | History | Reduced | 256,111 | 6,699 | 0.03% | 0.03% | 50 | -37,716 | -12.84% | Q2 2026 | Jul 27, 2026 |
| Oceanside Advisors LLC | History | Added to | 247,176 | 6,466 | 3.26% | 3.17% | 51 | +11,978 | 5.09% | Q2 2026 | Jul 27, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 239,698 | 6,431 | 0.13% | 0.12% | 52 | +21,040 | 9.62% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 233,218 | 6,100 | 0.0% | 0.0% | 53 | +21,248 | 10.02% | Q2 2026 | Aug 12, 2026 |
| Integrity Wealth Solutions LLC | History | Added to | 231,797 | 6,063 | 2.24% | 1.94% | 54 | +22,572 | 10.79% | Q2 2026 | Jul 30, 2026 |
| Gradient Capital Advisors, LLC | History | Added to | 219,228 | 5,735 | 1.33% | 1.31% | 55 | +5,031 | 2.35% | Q2 2026 | Jul 13, 2026 |
| GRAND WEALTH MANAGEMENT, LLC | History | Added to | 218,910 | 5,726 | 2.39% | 2.27% | 56 | +14,685 | 7.19% | Q2 2026 | Aug 11, 2026 |
| Seneschal Advisors, LLC | History | Added to | 216,478 | 5,663 | 3.88% | 3.74% | 57 | +3,223 | 1.51% | Q2 2026 | Aug 13, 2026 |
| Citrine Capital LLC | History | Added to | 213,752 | 5,591 | 2.07% | 1.91% | 58 | +26,998 | 14.46% | Q2 2026 | Jul 23, 2026 |
| Modera Wealth Management, LLC | History | Added to | 207,614 | 5,431 | 0.06% | 0.0% | 59 | +198,109 | 2084.26% | Q2 2026 | Aug 03, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | Reduced | 201,626 | 5,274 | 1.23% | 1.27% | 60 | -1,196 | -0.59% | Q2 2026 | Jul 30, 2026 |
| Hurlow Wealth Management Group, Inc. | History | Added to | 197,803 | 5,174 | 1.08% | 0.92% | 61 | +33,866 | 20.66% | Q2 2026 | Aug 05, 2026 |
| Diversify Advisory Services, LLC | History | New | 189,461 | 5,164 | 0.09% | — | 63 | +189,461 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 189,461 | 5,164 | 0.09% | 0.09% | 62 | -9,528 | -4.79% | Q2 2026 | Jul 29, 2026 |
| DecisionPoint Financial, LLC | History | Added to | 194,205 | 5,095 | 0.94% | 0.99% | 64 | +83 | 0.04% | Q2 2026 | Aug 05, 2026 |
| Arcadia Wealth Management, Inc. | History | Added to | 193,909 | 5,072 | 2.42% | 2.36% | 65 | +9,424 | 5.11% | Q2 2026 | Aug 11, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 187,675 | 4,909 | 0.41% | 0.46% | 66 | +4,487 | 2.45% | Q2 2026 | Jul 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 184,946 | 4,838 | 0.01% | 0.01% | 67 | +1,751 | 0.96% | Q2 2026 | Aug 19, 2026 |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | History | Added to | 184,840 | 4,835 | 3.76% | 3.49% | 68 | +18,911 | 11.4% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 183,448 | 4,799 | 0.01% | 0.01% | 69 | +54,957 | 42.77% | Q2 2026 | Jul 27, 2026 |
| Rachor Investment Advisory Services, LLC | History | Added to | 181,735 | 4,754 | 2.34% | 2.19% | 70 | +5,261 | 2.98% | Q2 2026 | Jul 16, 2026 |
| Warburton Capital Management, LLC | History | Added to | 180,576 | 4,723 | 1.92% | 1.93% | 71 | +20,781 | 13.0% | Q2 2026 | Jul 31, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 176,421 | 4,698 | 0.64% | 0.33% | 72 | -12,973 | -6.85% | Q2 2026 | Aug 11, 2026 |
| Disciplined Investments, LLC | History | Added to | 178,662 | 4,673 | 1.51% | 1.42% | 73 | +11,023 | 6.58% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | Added to | 178,564 | 4,671 | 0.02% | 0.02% | 74 | +6,380 | 3.71% | Q2 2026 | Aug 03, 2026 |
| Strathmore Capital Advisors, Inc. | History | Added to | 172,699 | 4,666 | 1.26% | 1.1% | 75 | +20,279 | 13.3% | Q2 2026 | Aug 10, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 177,401 | 4,640 | 1.54% | 1.5% | 76 | +7,362 | 4.33% | Q2 2026 | Jul 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 174,214 | 4,557 | 0.0% | 0.0% | 77 | +4,129 | 2.43% | Q2 2026 | Aug 03, 2026 |
| Ruedi Wealth Management, Inc. | History | Added to | 172,857 | 4,521 | 1.06% | 1.03% | 78 | +3,760 | 2.22% | Q2 2026 | Jul 29, 2026 |
| BANNERMAN WEALTH MANAGEMENT GROUP, LLC | History | Added to | 164,429 | 4,301 | 2.51% | 2.51% | 79 | +6,603 | 4.18% | Q2 2026 | Jul 07, 2026 |
| Burk Holdings LLC | History | Added to | 163,133 | 4,267 | 1.58% | 1.65% | 80 | +648 | 0.4% | Q2 2026 | Aug 12, 2026 |
| Evanson Financial, LLC | History | New | 162,029 | 4,238 | 0.21% | — | 81 | +162,029 | New | Q2 2026 | Jul 07, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | New | 158,322 | 4,141 | 1.33% | — | 82 | +158,322 | New | Q2 2026 | Jul 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 156,587 | 4,096 | 0.01% | 0.01% | 83 | +42,240 | 36.94% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | Reduced | 154,582 | 4,043 | 0.0% | 0.0% | 84 | -5,033 | -3.15% | Q2 2026 | Aug 13, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 153,284 | 4,009 | 0.25% | 0.28% | 85 | -9,703 | -5.95% | Q2 2026 | Jul 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 153,121 | 4,005 | 0.03% | 0.03% | 86 | +3,792 | 2.54% | Q2 2026 | Sep 08, 2026 |
| Strategic Wealth Advisors LLC | History | Reduced | 165,957 | 3,800 | 3.25% | 3.44% | 87 | -15,365 | -8.47% | Q2 2026 | Aug 07, 2026 |
| Evanson Asset Management, LLC | History | No change | 160,500 | 3,795 | 0.2% | 0.2% | 88 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 141,595 | 3,704 | 0.18% | 0.19% | 89 | -3,201 | -2.21% | Q2 2026 | Jul 24, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 136,916 | 3,581 | 0.86% | 0.9% | 90 | +725 | 0.53% | Q2 2026 | Jul 28, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 133,373 | 3,489 | 1.09% | 1.03% | 91 | +7,542 | 5.99% | Q2 2026 | Jul 30, 2026 |
| Johnson Wealth Management, LLC | History | Added to | 129,673 | 3,392 | 1.44% | 1.44% | 92 | +3,330 | 2.64% | Q2 2026 | Aug 06, 2026 |
| PFG Advisors | History | Added to | 127,782 | 3,342 | 0.17% | 0.15% | 93 | +639 | 0.5% | Q2 2026 | Jul 16, 2026 |
| Tillman Hartley LLC | History | Added to | 121,684 | 3,183 | 0.72% | 0.72% | 94 | +549 | 0.45% | Q2 2026 | Aug 06, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | Added to | 121,280 | 3,172 | 0.63% | 0.61% | 95 | +2,316 | 1.95% | Q2 2026 | Jul 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 120,455 | 3,151 | 0.0% | 0.0% | 96 | +25,221 | 26.48% | Q2 2026 | Aug 14, 2026 |
| Note Advisors, LLC | History | Added to | 114,242 | 2,988 | 1.3% | 1.13% | 97 | +18,547 | 19.38% | Q2 2026 | Aug 14, 2026 |
| Summit Wealth Group, LLC | History | Added to | 113,079 | 2,958 | 0.6% | 0.6% | 98 | +2,976 | 2.7% | Q2 2026 | Aug 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 110,900 | 2,901 | 0.0% | — | 99 | +110,900 | New | Q2 2026 | Aug 13, 2026 |
| Pacific Asset Management, LLC | History | Added to | 109,022 | 2,852 | 1.4% | 1.37% | 100 | +5,299 | 5.11% | Q2 2026 | Jul 27, 2026 |
| DWR WEALTH MANAGEMENT, LLC | History | Added to | 106,535 | 2,837 | 2.12% | 1.78% | 101 | +18,472 | 20.98% | Q2 2026 | Jul 07, 2026 |
| NORTHERN TRUST CORP | History | New | 108,349 | 2,834 | 0.0% | — | 102 | +108,349 | New | Q2 2026 | Aug 13, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | Added to | 107,609 | 2,815 | 1.47% | 1.31% | 103 | +15,099 | 16.32% | Q2 2026 | Jul 20, 2026 |
| Applied Capital LLC | History | Added to | 103,831 | 2,716 | 0.87% | 0.88% | 104 | +4,173 | 4.19% | Q2 2026 | Jul 21, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 99,348 | 2,598 | 1.13% | 1.13% | 105 | +2,383 | 2.46% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | Reduced | 98,751 | 2,583 | 0.01% | 0.01% | 106 | -4,171 | -4.05% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 97,709 | 2,576 | 0.0% | 0.0% | 107 | +4,930 | 5.31% | Q2 2026 | Jul 15, 2026 |
| FMB WEALTH MANAGEMENT | History | Added to | 96,325 | 2,519 | 0.93% | 0.92% | 108 | +2,008 | 2.13% | Q2 2026 | Jul 27, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Added to | 92,655 | 2,423 | 1.77% | 1.66% | 109 | +6,155 | 7.12% | Q2 2026 | Jul 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 92,572 | 2,421 | 0.0% | 0.0% | 110 | -1,559 | -1.66% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 84,518 | 2,211 | 0.0% | 0.0% | 111 | +58,941 | 230.45% | Q2 2026 | Aug 14, 2026 |
| Trailhead Planners LLC | History | Reduced | 84,136 | 2,200 | 2.13% | 2.04% | 112 | -5,962 | -6.62% | Q2 2026 | Aug 06, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 76,855 | 2,010 | 0.07% | 0.07% | 113 | -5,210 | -6.35% | Q2 2026 | Aug 10, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Added to | 82,585 | 1,953 | 0.08% | 0.03% | 114 | +57,571 | 230.16% | Q2 2026 | Jul 09, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 73,595 | 1,925 | 0.19% | 0.11% | 115 | +31,424 | 74.52% | Q2 2026 | Jul 28, 2026 |
| Redwood Park Advisors LLC | History | Reduced | 71,009 | 1,857 | 1.22% | 1.13% | 116 | -441 | -0.62% | Q2 2026 | Aug 11, 2026 |
| GEN Financial Management, INC. | History | Added to | 70,730 | 1,850 | 1.11% | 0.32% | 117 | +48,764 | 222.0% | Q2 2026 | Jul 24, 2026 |
| RCS Financial Planning, LLC | History | Added to | 69,786 | 1,825 | 0.86% | 0.84% | 118 | +1,368 | 2.0% | Q2 2026 | Jul 22, 2026 |
| First Financial Group Corp | History | Added to | 68,776 | 1,799 | 1.3% | 1.29% | 119 | +1,989 | 2.98% | Q2 2026 | Jul 15, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 68,536 | 1,792 | 0.17% | 0.14% | 120 | +14,496 | 26.82% | Q2 2026 | Aug 10, 2026 |
| VESTIA PERSONAL WEALTH ADVISORS | History | Reduced | 68,256 | 1,786 | 0.7% | 0.83% | 121 | -6,368 | -8.53% | Q2 2026 | Aug 10, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 64,749 | 1,734 | 0.56% | 0.53% | 122 | +4,446 | 7.37% | Q2 2026 | Aug 05, 2026 |
| CGN Advisors LLC | History | Added to | 63,090 | 1,650 | 0.12% | 0.12% | 123 | +794 | 1.27% | Q2 2026 | Jul 06, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 58,148 | 1,521 | 1.23% | 1.2% | 124 | +2,830 | 5.12% | Q2 2026 | Jul 09, 2026 |
| Factor Wealth Management LTD | History | Reduced | 56,579 | 1,480 | 0.22% | 0.3% | 125 | -11,895 | -17.37% | Q2 2026 | Jul 07, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 56,427 | 1,476 | 0.03% | 0.03% | 126 | +930 | 1.68% | Q2 2026 | Jul 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 56,295 | 1,472 | 0.02% | 0.02% | 127 | -2,905 | -4.91% | Q2 2026 | Jul 22, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 56,221 | 1,470 | 0.02% | 0.03% | 128 | -3,312 | -5.56% | Q2 2026 | Aug 10, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 56,054 | 1,466 | 0.04% | 0.05% | 129 | -13,390 | -19.28% | Q2 2026 | Jul 31, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 55,756 | 1,458 | 0.57% | 0.6% | 130 | +1,124 | 2.06% | Q2 2026 | Jul 08, 2026 |
| WPWealth LLP | History | Reduced | 54,709 | 1,431 | 0.21% | 0.2% | 131 | -1,935 | -3.42% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 53,642 | 1,403 | 0.01% | 0.01% | 132 | -12,660 | -19.09% | Q2 2026 | Jul 17, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 53,343 | 1,395 | 0.01% | 0.01% | 133 | +883 | 1.68% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 51,885 | 1,357 | 0.0% | 0.0% | 134 | -625 | -1.19% | Q2 2026 | Jul 28, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 51,842 | 1,356 | 0.15% | 0.17% | 135 | +23 | 0.04% | Q2 2026 | Aug 10, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 51,213 | 1,339 | 0.5% | 0.52% | 136 | -1,420 | -2.7% | Q2 2026 | Jul 24, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 50,928 | 1,332 | 0.01% | 0.01% | 137 | +10,403 | 25.67% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 50,701 | 1,326 | 0.0% | 0.0% | 138 | +11,929 | 30.77% | Q2 2026 | Aug 12, 2026 |
| Vantage Point Financial LLC | History | Reduced | 50,540 | 1,322 | 0.4% | 0.42% | 139 | -460 | -0.9% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 50,200 | 1,313 | 0.0% | 0.0% | 140 | +21,737 | 76.37% | Q2 2026 | Aug 14, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 49,877 | 1,304 | 0.35% | 0.35% | 141 | -311 | -0.62% | Q2 2026 | Aug 11, 2026 |
| Arkadios Wealth Advisors | History | Added to | 48,924 | 1,279 | 0.02% | 0.01% | 142 | +12,453 | 34.14% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | Reduced | 48,626 | 1,272 | 0.0% | 0.0% | 143 | -1,446 | -2.89% | Q2 2026 | Aug 27, 2026 |
| Sowell Financial Services LLC | History | Added to | 48,478 | 1,268 | 0.04% | 0.04% | 144 | +410 | 0.85% | Q2 2026 | Jul 17, 2026 |
| Ballast Financial Advisors LLC | History | Added to | 47,965 | 1,254 | 1.14% | 1.14% | 145 | +954 | 2.03% | Q2 2026 | Aug 13, 2026 |
| Porter White Investment Advisors, Inc. | History | Added to | 47,563 | 1,244 | 0.48% | 0.43% | 146 | +1,795 | 3.92% | Q2 2026 | Jul 16, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 46,180 | 1,208 | 0.36% | 0.37% | 147 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 46,059 | 1,204 | 0.12% | 0.12% | 148 | +78 | 0.17% | Q2 2026 | Jul 10, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 45,973 | 1,202 | 0.53% | 0.49% | 149 | -541 | -1.16% | Q2 2026 | Aug 13, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 43,188 | 1,129 | 0.35% | 0.44% | 150 | -8,385 | -16.26% | Q2 2026 | Jul 20, 2026 |
| SEI INVESTMENTS CO | History | Added to | 42,682 | 1,116 | 0.0% | 0.0% | 151 | +5,513 | 14.83% | Q2 2026 | Aug 14, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 42,270 | 1,105 | 0.42% | 0.52% | 152 | +2,296 | 5.74% | Q2 2026 | Jul 22, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 41,216 | 1,078 | 0.03% | 0.03% | 153 | -158 | -0.38% | Q2 2026 | Aug 11, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 38,961 | 1,056 | 0.22% | 0.22% | 154 | -361 | -0.92% | Q2 2026 | Jul 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 39,441 | 1,031 | 0.0% | 0.0% | 155 | +1,576 | 4.16% | Q2 2026 | Aug 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 38,556 | 1,008 | 0.01% | 0.01% | 156 | +10,298 | 36.44% | Q2 2026 | Jul 20, 2026 |
| Guardian Wealth Management, LLC | History | Reduced | 38,346 | 1,003 | 0.28% | 0.3% | 157 | -3,720 | -8.84% | Q2 2026 | Jul 24, 2026 |
| Stokes Family Office, LLC | History | Reduced | 37,956 | 992 | 0.12% | 0.6% | 158 | -208,538 | -84.6% | Q2 2026 | Aug 11, 2026 |
| Forum Private Client Group LLC | History | Reduced | 37,909 | 991 | 0.29% | 0.32% | 159 | -3,146 | -7.66% | Q2 2026 | Aug 12, 2026 |
| marrick wealth, LLC | History | Added to | 37,472 | 980 | 0.7% | 0.74% | 160 | +20 | 0.05% | Q2 2026 | Jul 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 35,041 | 916 | 0.21% | 0.2% | 161 | -48 | -0.14% | Q2 2026 | Jul 08, 2026 |
| Advisory Alpha, LLC | History | Added to | 33,777 | 883 | 0.02% | 0.02% | 162 | +101 | 0.3% | Q2 2026 | Aug 11, 2026 |
| STOLZ & ASSOCIATES, PS | History | Added to | 33,740 | 882 | 0.55% | 0.57% | 163 | +1,335 | 4.12% | Q2 2026 | Jul 29, 2026 |
| Aegis Wealth Management LLC | History | No change | 31,776 | 831 | 0.39% | 0.43% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 31,081 | 813 | 0.3% | 0.33% | 165 | -1,712 | -5.22% | Q2 2026 | Jul 14, 2026 |
| Approach Retirement Advisors, LLC | History | Reduced | 30,866 | 807 | 0.59% | 0.63% | 166 | -949 | -2.98% | Q2 2026 | Jul 15, 2026 |
| Frankly Finances, LLC | History | Added to | 30,593 | 800 | 0.63% | 0.52% | 167 | +6,100 | 24.91% | Q2 2026 | Jul 15, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 28,889 | 755 | 0.01% | 0.01% | 168 | -1,345 | -4.45% | Q2 2026 | Aug 11, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Added to | 28,318 | 740 | 0.06% | 0.04% | 169 | +6,334 | 28.81% | Q2 2026 | Aug 14, 2026 |
| Caprock Group, LLC | History | No change | 27,988 | 732 | 0.01% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Greenspring Advisors, LLC | History | Added to | 27,747 | 725 | 0.04% | 0.04% | 171 | +2,553 | 10.13% | Q2 2026 | Aug 11, 2026 |
| Parkwoods Wealth Partners, LLC | History | Reduced | 27,466 | 718 | 0.12% | 0.16% | 172 | -78 | -0.28% | Q2 2026 | Jul 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 27,071 | 708 | 0.0% | 0.0% | 173 | +2,419 | 9.81% | Q2 2026 | Aug 13, 2026 |
| ENTREWEALTH, LLC | History | Reduced | 26,223 | 694 | 0.26% | 0.28% | 174 | -538 | -2.01% | Q2 2026 | Aug 13, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 25,460 | 666 | 0.05% | 0.06% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SpringVest Wealth Management LLC | History | Added to | 25,382 | 663 | 0.42% | 0.41% | 176 | +223 | 0.89% | Q2 2026 | Jul 22, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 24,047 | 629 | 0.05% | 0.04% | 177 | +5,500 | 29.65% | Q2 2026 | Aug 07, 2026 |
| American Investment Services, Inc. | History | Added to | 23,943 | 626 | 0.13% | 0.12% | 178 | +241 | 1.02% | Q2 2026 | Aug 12, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 23,533 | 615 | 0.2% | 0.29% | 179 | -10,638 | -31.13% | Q2 2026 | Aug 11, 2026 |
| DBK Financial Counsel, LLC | History | Reduced | 23,497 | 614 | 0.52% | 0.5% | 180 | -4,546 | -16.21% | Q2 2026 | Jul 21, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | Added to | 22,282 | 582 | 0.07% | 0.08% | 181 | +21 | 0.09% | Q2 2026 | Jul 27, 2026 |
| XY Planning Network, Inc. | History | New | 21,770 | 569 | 0.07% | — | 182 | +21,770 | New | Q2 2026 | Jul 14, 2026 |
| Mariner, LLC | History | Added to | 21,209 | 554 | 0.0% | 0.0% | 183 | +10,020 | 89.55% | Q2 2026 | Aug 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 21,167 | 553 | 0.01% | 0.01% | 184 | +5,127 | 31.96% | Q2 2026 | Aug 10, 2026 |
| Austin Asset Management Co Inc | History | No change | 21,000 | 549 | 0.08% | 0.08% | 185 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arax Advisory Partners | History | Added to | 20,903 | 546 | 0.0% | 0.0% | 186 | +20,378 | 3881.52% | Q2 2026 | Aug 10, 2026 |
| Broadhurst Jeffrey B | History | Reduced | 20,800 | 544 | 1.16% | 1.62% | 187 | -45,919 | -68.82% | Q2 2026 | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 19,976 | 522 | 0.01% | 0.0% | 188 | +2,325 | 13.17% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | Added to | 19,252 | 504 | 0.0% | 0.0% | 189 | +20 | 0.1% | Q2 2026 | Aug 14, 2026 |
| Yoder Wealth Management, Inc. | History | Reduced | 19,185 | 501 | 0.2% | 0.21% | 190 | -763 | -3.82% | Q2 2026 | Jul 22, 2026 |
| Arnold Financial Planning LLC | History | Reduced | 18,429 | 482 | 0.36% | 0.42% | 191 | -799 | -4.16% | Q2 2026 | Jul 13, 2026 |
| Flagstone Financial Management | History | Reduced | 18,004 | 470 | 0.11% | 0.12% | 192 | -3,162 | -14.94% | Q2 2026 | Jul 21, 2026 |
| Capstone Wealth Management, Inc. | History | Added to | 17,705 | 467 | 0.35% | 0.36% | 193 | +268 | 1.54% | Q2 2026 | Aug 13, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 19,564 | 462 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 17,529 | 458 | 0.25% | 0.24% | 195 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CLG LLC | History | No change | 17,138 | 448 | 0.1% | 0.1% | 196 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Reduced | 16,869 | 441 | 0.25% | 0.26% | 197 | -331 | -1.92% | Q2 2026 | Aug 14, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Reduced | 16,848 | 440 | 0.08% | 0.09% | 198 | -966 | -5.42% | Q2 2026 | Aug 12, 2026 |
| Wealth Management Nebraska | History | Added to | 16,816 | 439 | 0.04% | 0.04% | 199 | +201 | 1.21% | Q2 2026 | Jul 27, 2026 |
| CHOREO, LLC | History | Added to | 16,543 | 432 | 0.0% | 0.0% | 200 | +87 | 0.53% | Q2 2026 | Aug 04, 2026 |
| Global Trust Wealth Management LLC | History | Reduced | 16,355 | 427 | 0.29% | 0.3% | 201 | -337 | -2.02% | Q2 2026 | Jul 16, 2026 |
| WorthPointe, LLC | History | No change | 16,305 | 426 | 0.11% | 0.1% | 202 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 16,035 | 419 | 0.03% | 0.03% | 203 | +45 | 0.28% | Q2 2026 | Jul 29, 2026 |
| Donalies Financial Planning, LLC | History | Added to | 15,832 | 414 | 0.31% | 0.25% | 204 | +3,633 | 29.78% | Q2 2026 | Aug 06, 2026 |
| Five Oceans Advisors | History | Reduced | 15,589 | 407 | 0.13% | 0.16% | 205 | -3,272 | -17.35% | Q2 2026 | Jul 15, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 15,265 | 399 | 0.05% | 0.05% | 206 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 13,970 | 365 | 0.03% | 0.07% | 208 | -21,643 | -60.77% | Q2 2026 | Aug 04, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 13,966 | 365 | 0.06% | 0.06% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 13,724 | 359 | 0.0% | — | 210 | +13,724 | New | Q2 2026 | Aug 14, 2026 |
| Dupree Financial Group, LLC | History | Added to | 13,735 | 359 | 0.13% | 0.13% | 209 | +238 | 1.76% | Q2 2026 | Jul 23, 2026 |
| Sanchez Levi Garrett | History | Added to | 13,695 | 358 | 0.19% | 0.18% | 211 | +1,347 | 10.91% | Q2 2026 | Aug 14, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 13,197 | 345 | 0.11% | 0.11% | 212 | +310 | 2.41% | Q2 2026 | Aug 06, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 13,100 | 342 | 0.07% | 0.07% | 213 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 13,048 | 341 | 0.18% | 0.19% | 214 | +108 | 0.83% | Q2 2026 | Aug 07, 2026 |
| Fonville Wealth Management LLC | History | Reduced | 12,762 | 333 | 0.05% | 0.07% | 215 | -3,730 | -22.62% | Q2 2026 | Jul 28, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 12,128 | 317 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allodium Investment Consultants, LLC | History | Reduced | 12,006 | 314 | 0.13% | 0.14% | 217 | -175 | -1.44% | Q2 2026 | Jul 14, 2026 |
| Wealth Advisors Northwest LLC | History | Added to | 11,864 | 310 | 0.11% | 0.12% | 218 | +37 | 0.31% | Q2 2026 | Jul 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 11,779 | 308 | 0.0% | 0.01% | 219 | -21,381 | -64.48% | Q2 2026 | Jul 20, 2026 |
| Opus Financial Solutions LLC | History | Added to | 11,650 | 304 | 0.25% | 0.24% | 220 | +955 | 8.93% | Q2 2026 | Jul 24, 2026 |
| NorthRock Partners, LLC | History | New | 11,589 | 303 | 0.0% | — | 221 | +11,589 | New | Q2 2026 | Aug 11, 2026 |
| HRT FINANCIAL LP | History | New | 11,492 | 300 | 0.0% | — | 222 | +11,492 | New | Q2 2026 | Aug 14, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | Added to | 11,376 | 297 | 0.04% | 0.04% | 223 | +867 | 8.25% | Q2 2026 | Aug 11, 2026 |
| EnRich Financial Partners LLC | History | Reduced | 11,324 | 296 | 0.07% | 0.08% | 225 | -1,683 | -12.94% | Q2 2026 | Jul 27, 2026 |
| Brookstone Capital Management | History | No change | 11,336 | 296 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Nalls Sherbakoff Group, LLC | History | Reduced | 11,273 | 294 | 0.21% | 0.23% | 227 | -1,915 | -14.52% | Q2 2026 | Aug 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 11,252 | 294 | 0.01% | 0.0% | 226 | +1,810 | 19.17% | Q2 2026 | Jul 09, 2026 |
| Freedom Day Solutions, LLC | History | New | 11,110 | 290 | 0.06% | — | 228 | +11,110 | New | Q2 2026 | Jul 24, 2026 |
| BAYSHORE ASSET MANAGEMENT, LLC | History | Reduced | 10,881 | 284 | 0.1% | 0.13% | 229 | -3,090 | -22.12% | Q2 2026 | Jul 23, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 10,825 | 283 | 0.09% | 0.09% | 230 | -290 | -2.61% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 10,807 | 282 | 0.0% | 0.0% | 231 | -1,000 | -8.47% | Q2 2026 | Jul 24, 2026 |
| Ballast Rock Private Wealth LLC | History | Added to | 10,812 | 282 | 0.13% | 0.14% | 232 | +19 | 0.18% | Q2 2026 | Aug 10, 2026 |
| V2 Financial group LLC | History | New | 10,496 | 274 | 0.1% | — | 234 | +10,496 | New | Q2 2026 | Aug 10, 2026 |
| Noble Wealth Partners LLC | History | New | 10,490 | 274 | 0.24% | — | 235 | +10,490 | New | Q2 2026 | Jul 24, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 10,479 | 274 | 0.03% | 0.04% | 233 | -1,825 | -14.83% | Q2 2026 | Jul 20, 2026 |
| Dodds Wealth, LLC | History | No change | 10,315 | 269 | 0.06% | 0.06% | 236 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Added to | 10,222 | 267 | 0.1% | 0.1% | 237 | +73 | 0.72% | Q2 2026 | Aug 10, 2026 |
| Arista Wealth Management, LLC | History | No change | 9,990 | 261 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| SC&H Financial Advisors, Inc. | History | Added to | 9,700 | 253 | 0.03% | 0.03% | 239 | +33 | 0.34% | Q2 2026 | Aug 04, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 9,652 | 252 | 0.01% | 0.02% | 240 | -7,024 | -42.12% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 9,439 | 251 | 0.0% | 0.0% | 241 | -3,099 | -24.72% | Q2 2026 | Aug 12, 2026 |
| Virtu Financial LLC | History | Reduced | 9,261 | 242 | 0.01% | 0.03% | 242 | -22,182 | -70.55% | Q2 2026 | Aug 13, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 8,984 | 235 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 8,949 | 234 | 0.02% | 0.02% | 244 | -1,490 | -14.27% | Q2 2026 | Aug 04, 2026 |
| Verisail Partners, LLC | History | No change | 8,948 | 234 | 0.09% | 0.09% | 245 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Foster Group, Inc. | History | No change | 8,806 | 230 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JDH Wealth Management, LLC | History | Reduced | 8,790 | 229 | 0.14% | 0.16% | 247 | -1,384 | -13.6% | Q2 2026 | Jul 22, 2026 |
| Cresset Asset Management, LLC | History | New | 8,640 | 226 | 0.0% | — | 248 | +8,640 | New | Q2 2026 | Aug 14, 2026 |
| Partners in Financial Planning | History | Added to | 8,557 | 223 | 0.03% | 0.03% | 249 | +40 | 0.47% | Q2 2026 | Aug 10, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 8,484 | 221 | 0.02% | 0.05% | 250 | -11,274 | -57.06% | Q2 2026 | Aug 14, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | Reduced | 8,141 | 212 | 0.06% | 0.06% | 251 | -572 | -6.56% | Q2 2026 | Jul 21, 2026 |
| STIFEL FINANCIAL CORP | History | New | 7,856 | 205 | 0.0% | — | 252 | +7,856 | New | Q2 2026 | Aug 12, 2026 |
| RS CRUM INC. | History | New | 7,849 | 205 | 0.04% | — | 253 | +7,849 | New | Q2 2026 | Aug 10, 2026 |
| Qube Research & Technologies Ltd | History | New | 7,620 | 199 | 0.0% | — | 254 | +7,620 | New | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 7,400 | 193 | 0.0% | — | 255 | +7,400 | New | Q2 2026 | Aug 06, 2026 |
| UMB Bank, n.a. | History | No change | 7,154 | 187 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 3 FACTOR INDEXING, LLC | History | Added to | 6,138 | 160 | 0.14% | 0.11% | 257 | +1,179 | 23.77% | Q2 2026 | Jul 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,060 | 158 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 5,914 | 154 | 0.08% | 0.08% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MASECO LLP | History | No change | 5,366 | 140 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 5,008 | 131 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aspect Partners, LLC | History | No change | 4,925 | 128 | 0.05% | 0.05% | 262 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Blume Capital Management, Inc. | History | No change | 4,361 | 114 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 4,022 | 105 | 0.0% | 0.0% | 264 | +408 | 11.29% | Q2 2026 | Jul 23, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 3,231 | 84 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 3,024 | 79 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,634 | 70 | 0.0% | 0.0% | 267 | +2,187 | 489.26% | Q2 2026 | Aug 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,927 | 50 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IMA Advisory Services, Inc. | History | New | 1,688 | 44 | 0.0% | — | 270 | +1,688 | New | Q2 2026 | Aug 10, 2026 |
| Bogart Wealth, LLC | History | No change | 1,697 | 44 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,388 | 36 | 0.0% | 0.0% | 271 | -8 | -0.57% | Q2 2026 | Jul 20, 2026 |
| CNB Bank | History | No change | 1,370 | 35 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,178 | 30 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 1,089 | 28 | 0.01% | 0.01% | 274 | +6 | 0.55% | Q2 2026 | Jul 07, 2026 |
| Larson Financial Group LLC | History | No change | 1,041 | 27 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 1,000 | 26 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 978 | 25 | 0.0% | 0.0% | 277 | -179 | -15.47% | Q2 2026 | Jul 24, 2026 |
| SITTNER & NELSON, LLC | History | No change | 877 | 22 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 797 | 20 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 763 | 19 | 0.0% | 0.0% | 280 | +260 | 51.69% | Q2 2026 | Jul 30, 2026 |
| Arlington Trust Co LLC | History | No change | 728 | 19 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Orion Capital Management LLC | History | Added to | 719 | 18 | 0.01% | 0.01% | 282 | +1 | 0.14% | Q2 2026 | Aug 17, 2026 |
| Montgomery Financial Services LLC | History | New | 634 | 16 | 0.01% | — | 284 | +634 | New | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 612 | 16 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 583 | 15 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | New | 521 | 13 | 0.0% | — | 286 | +521 | New | Q2 2026 | Jul 27, 2026 |
| Asset Dedication, LLC | History | Reduced | 433 | 11 | 0.0% | 0.0% | 287 | -151 | -25.86% | Q2 2026 | Jul 30, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 451 | 11 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 406 | 10 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JDM Financial Group LLC | History | New | 350 | 9 | 0.0% | — | 290 | +350 | New | Q2 2026 | Aug 17, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 300 | 7 | 0.0% | 0.02% | 291 | -2,000 | -86.96% | Q2 2026 | Aug 03, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 275 | 7 | 0.0% | — | 292 | +275 | New | Q2 2026 | Aug 07, 2026 |
| Anfield Capital Management, LLC | History | No change | 278 | 6 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| McIlrath & Eck, LLC | History | No change | 215 | 5 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Dunhill Financial, LLC | History | No change | 153 | 4 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 90 | 2 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 90 | 2 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 51 | 1 | 0.0% | — | 300 | +51 | New | Q2 2026 | Jul 10, 2026 |
| BESSEMER GROUP INC | History | New | 43 | 1 | 0.0% | — | 299 | +43 | New | Q2 2026 | Aug 12, 2026 |
| Integrity Financial Corp /WA | History | No change | 49 | 1 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |